2017-01-31T06:47:09-06:00 2016-03-31 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 INDIANAPOLIS IN 462400857 990 2015-04-01 351091997 INDIANA MASONIC HOME FOUNDATION INC INDI 3176379582 525 N ILLINOIS ST PO BOX 44210 INDIANAPOLIS IN 462440210 GEORGE E GALYEAN PRESIDENT 3176379582 2017-01-12 1 SCOTT A SCHUSTER P00019243 3175802000 2017-01-12 2015 2021-01-29 14:40:06Z GEORGE E GALYEAN 525 N ILLINOIS ST PO BOX 44210 INDIANAPOLIS IN 462440210 66365595 0 X WWW.IMHF.ORG X 1935 IN TO SUPPORT THE INDIANA MASONIC HOME 12 12 7 12 0 0 1667425 476465 0 0 6459997 3569744 8450 8450 8135872 4054659 3837820 7835817 0 0 432881 373708 0 0 351595 1025231 945681 5295932 9155206 2839940 -5100547 107492004 95636896 7235593 6535618 100256411 89101278 TO SUPPORT THE INDIANA MASONIC HOME BY HOLDING IN TRUST UNDESIGNATED ENDOWMENT FUNDS GIVEN FOR THE BENEFIT OF THE HOME, AND TO MANAGE THESE FUNDS TO ACHIEVE MAXIMUM RETURNS CONSISTENT WITH PRUDENT INVESTMENT PRACTICES. 0 0 7835817 7835817 ANNUAL DISTRIBUTION TO THE INDIANA MASONIC HOME FOR THE FRATERNAL BENEFIT AND SUPPORT OF THOSE IN THE MASONIC FAMILY WHO ARE UNABLE TO PROVIDE CARE FOR THEMSELVES. 7835817 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 31 0 1 7 1 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 IN X JEFFERY P ZARING EXEC DIRECTOR 3176379582 PO BOX 44210 INDIANAPOLIS IN 462440210 GEORGE E GALYEAN PRESIDENT 1.00 X X 0 0 0 GREGORY N JORDAN BOARD MEMBER 1.00 X 0 0 0 ALEX L ROGERS VICE PRESIDENT 1.00 X X 0 0 0 GARY E BRINLEY BOARD MEMBER 1.00 X 0 0 0 ROBERT D HEUCHAN BOARD MEMBER 1.00 X 0 0 0 WILLIAM A SIGMAN SECRETARY 1.00 X X 0 0 0 CHARLES F MARLOWE BOARD MEMBER 1.00 X 0 0 0 JAMES L CHESNEY BOARD MEMBER 1.00 X 0 0 0 RICHARD J ELMAN BOARD MEMBER 1.00 X 0 0 0 BRIAN K BUCHANAN BOARD MEMBER 1.00 X 0 0 0 MICHAEL R ST PIERRE TREASURER 1.00 X X 0 0 0 JOEL R HARBAUGH BOARD MEMBER 1.00 X 0 0 0 JEFFERY P ZARING EXECUTIVE DIRECTOR 40.00 X 107712 0 0 107712 0 0 1 0 0 0 UBS FINANCIAL SERVICES 8888 KEYSTONE CROSSING 10TH FLOOR INDIANAPOLIS IN 46240 TRUST MANAGEMENT 682005 1 5855 470610 476465 2829049 2829049 8450 0 8450 8450 8450 63033254 62292559 740695 740695 740695 18377 5855 18377 0 4054659 0 0 3578194 7835817 7835817 108376 75863 32513 180722 57122 123600 3253 1496 1757 48617 22364 26253 32740 15060 17680 20350 20350 683776 683776 8939 4112 4827 46848 46848 24754 12377 12377 24480 11261 13219 13695 13695 10156 10156 9187 9187 PRINTING NEWSLETTER 46000 46000 TECHNOLOGY FEES/EQUIP 29183 29183 PAYROLL PROCESSING 15818 7276 8542 TRAINING 6157 4400 1757 6338 3811 2527 9155206 7835817 967794 351595 4101780 5099302 405000 137608 937708 119688 828177 818020 101855568 89312073 301479 269893 107492004 95636896 6343465 5721714 892128 813904 7235593 6535618 X 100227440 89072896 28971 28382 100256411 89101278 107492004 95636896 X -5100547 -6000766 -53820 X X 0 1 X 1 0 X X 1 INDIANA MASONIC HOME 352187477 9 1 8457568 0 1 8457568 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 2610805 2837499 2610805 2837499 0 0 740438 683776 0 0 1870367 2153723 104433536 95452279 4525685 3743074 1534656 1225520 110493877 100420873 0 0 0 110493877 100420873 1657408 1506313 108836469 98914560 3809276 3462010 0 0 3809276 3462010 1870367 1589812 3809276 3809276 0 3809276 8457568 0 0 0 0 0 8457568 8457568 3809276 100.000000000000 3809276 0 0 5700668 5700668 0 3809276 1891392 8457568 0 8457568 0 0 10348960 0 1891392 8457568 PART IV, SECTION D, LINE 3 THE SUPPORTED ORGANIZATION, INDIANA MASONIC HOME, HAS A SIGNIFICANT VOICE IN THE INVESTMENT AND GRANTMAKING POLICES OF INDIANA MASONIC HOME FOUNDATION. THE CHAIRMAN OF INDIANA MASONIC HOME'S BUDGET AND FINANCE COMMITTEE IS A MEMBER OF THE INVESTMENT COMMITTEE OF INDIANA MASONIC HOME FOUNDATION. PART V, SECTION D, LINE 8 ONE-HUNDERED PERCENT OF THE DISTRIBUTABLE AMOUNT IS DISTRIBUTED TO INDIANA MASONIC HOME, A SUPPORTED ORGANIZATION THAT MEETS THE "ATTENTIVENESS AND "RESPONSIVENESS" TESTS. THE "ATTENTIVENESS" TEST IS MET BECAUSE INDIANA MASONIC HOME FOUNDATION PROVIDED AT LEAST 10% OF THE TOTAL SUPPORT OF INDIANA MASONIC HOME. TEN PERCENT OF THE TOTAL SUPPORT FOR INDIANA MASONIC HOME FOR FISCAL YEAR END MARCH 31, 2015 IS $2,070,203. INDIANA MASONIC HOME FOUNDATION'S DISTRIBUTION OF $8,457,568 EXCEEDS THIS AMOUNT. THE "RESPONSIVENESS" TEST IS MET BECAUSE TWO MEMBERS OF THE INDIANA MASONIC HOME GOVERNING BOARD SERVE ON THE BOARD OF INDIANA MASONIC HOME FOUNDATION; IN ADDITION, ONE MEMBER OF THE BOARD OF INDIANA MASONIC HOME SERVES AS EXECUTIVE DIRECTOR OF INDIANA MASONIC HOME FOUNDATION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 98886969 613738 -3114804 7835817 88550086 97757389 5538 4961862 3837820 98886969 101881054 1653457 9888070 15665192 97757389 96549258 789154 8054422 3511780 101881054 100503324 462493 2102002 6518561 96549258 1.00000 0 0 710000 710000 178746 73407 105339 48962 46281 2681 818020 ANNUITY LIABILITY 720083 TRUST LIABILITY 86310 AFFINITY FUND 7511 813904 X -2629883 -6000766 -6000766 3370883 683776 683776 4054659 8471430 0 8471430 683776 683776 9155206 PART V, LINE 4: THE INTENDED USE OF THE ENDOWMENT FUNDS IS FOR THE BENEFIT OF THE INDIANA MASONIC HOME (THE HOME) AT FRANKLIN, INDIANA. PART X, LINE 2: IMH FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. IN ADDITION, IMH FOUNDATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE. THERE WAS NO UNRELATED TAXABLE BUSINESS INCOME FOR THE YEARS ENDED MARCH 31, 2016 AND 2015. IMH FOUNDATION FILES U.S. FEDERAL AND STATE OF INDIANA INFORMATION TAX RETURNS. THE FOUNDATION IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR FISCAL YEARS BEFORE 2013. GOLF OUTING 24232 5855 18377 18377 24232 5855 18377 18377 18377 0 1 INDIANA MASONIC HOME 690 S STATE STREET FRANKLIN IN 46131 352187477 501(C)(3) 7835817 ONGOING OPERATIONAL SUPPORT. 1 0 PART I, LINE 2: ALL MONIES DONATED TO THE INDIANA MASONIC HOME FOUNDATION, INC. GO INTO OUR ENDOWMENT FUND. ANNUALLY, A GRANT IS ISSUED TO THE INDIANA MASONIC HOME, INC. WE SOLELY ISSUE A GRANT TO THE INDIANA MASONIC HOME AND TO NO ONE ELSE. WE MAINTAIN RECORDS OF ALL MONIES DONATED TO THE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11 A DRAFT OF THE FORM 990 WILL BE PROVIDED VIA EMAIL TO THE BOARD OF DIRECTORS AND QUESTIONS AND COMMENTS WILL BE REQUESTED. THE AUDIT COMMITTEE OF THE BOARD WILL REVIEW AND APPROVE THE RETURN. THE BOARD PRESIDENT WILL BE RESPONSIBLE FOR FINAL REVIEW AND SIGNING OF THE TAX RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD MEMBERS ARE REQUIRED TO SIGN A STATEMENT ANNUALLY THAT DISCLOSES ANY CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15A SINCE THERE IS ONLY ONE TOP MANAGEMENT (KEY EMPLOYEE, CEO, EXECUTIVE DIRECTOR, ETC.), HIS COMPENSATION IS DETERMINED BY A REVIEW OF THE FOUNDATION BOARD'S EXECUTIVE COMMITTEE (PRESIDENT, VICE-PRESIDENT, SECRETARY AND TREASURER). FORM 990, PART VI, SECTION C, LINE 19 COPIES OF THE FORM 990 WILL BE MADE AVAILABLE TO ANYONE MAKING A REQUEST TO THE FOUNDATION OFFICE. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -53,820. FORM 990, PART XII, LINE 2C THERE HAS BEEN NO CHANGE IN THIS PROCESS FROM PRIOR YEAR. ST CLAIR LLC 525 NORTH ILLINOIS STREET INDIANAPOLIS IN 46204 REAL ESTATE HOLDING COMPANY IN 0 11256 N/A INDIANA MASONIC HOME 690 STATE STREET FRANKLIN IN 46131 352187477 SERVE CHARITABLE PURPOSE OF OPERATING INDIANA MASONIC HOME IN FRANKLIN, IN IN 501(C)(3) 509(A)(2) N/A 0 GRAND LODGE FREE AND ACCEPTED MASONS OF THE STATE OF INDIANA 525 NORTH ILLINOIS STREET INDIANAPOLIS IN 46204 350300010 MEMBERS ONLY FRATERNAL ORGANIZATION IN 501(C)(10) N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 INDIANA MASONIC HOME B 7835817 CASH