JAMES FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- JAMES FOUNDATION INC (EIN 45-2195649)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-09
- IRS object ID
- 201731299349101228
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-09T12:29:42-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 E Main St Suite 700 | AddressLine1Txt |
| City | Fort Wayne | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 452195649 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICK L AND VICKI L JAMES FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JEFFREY L TURNER | InCareOfNm |
| Business Name Control | RICK | BusinessNameControlTxt |
| Phone | 2609254717 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1401 S GRANDSTAFF DRIVE | AddressLine1Txt |
| City | AUBURN | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46706 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICK JAMES | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2609254717 | PhoneNum |
| Signature | 2017-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Joyce A Dulworth | PreparerPersonNm |
| PTIN | P00151125 | PTIN |
| Phone | 2604604000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.22.227.161 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 35027420171295000006 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-05-09 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 34D21B9E2600067E2DE94413EFEE0AFAF4BAB308 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 34D21B9E2600067E2DE94413EFEE0AFAF4BAB308 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $21,483,920 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $10,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $34,376 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $34,376 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $327,994 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $327,994 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$127,864 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,283,712 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $138,805 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $10,373,311 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $362,370 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $135,417 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $81,250 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $54,167 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $18,030 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $10,818 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $7,212 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $43,989 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $35,191 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $8,798 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,360 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,833 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $28,659 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $28,659 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $241,455 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $133,092 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $98,836 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,188,573 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,188,573 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,430,028 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $133,092 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,287,409 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,943,283 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $229,278 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,202,904 | CashBOYAmt |
| Cash EOY | $4,012,465 | CashEOYAmt |
| Cash EOYFMV | $4,012,465 | CashEOYFMVAmt |
| Corporate Stock BOY | $10,497,894 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,428,404 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,964,276 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,979,379 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,514,137 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,507,179 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,683,290 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $297,213 | LandBOYAmt |
| Land EOY | $1,683,290 | LandEOYAmt |
| Total Assets BOY | $17,977,390 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,638,296 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,483,920 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $17,977,390 | RetainedEarningBOYAmt |
| Retained Earning EOY | $22,638,296 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,977,390 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $22,638,296 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,977,390 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,638,296 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,977,390 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,943,283 | ExcessRevenueOverExpensesAmt |
| Subtotal | $22,920,673 | SubtotalAmt |
| Other Decreases | $282,377 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $22,638,296 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| ST CAPITAL LOSS | $2,462,395 | $2,513,943 | -$51,548 | -$51,548 | |
| LT CAPITAL LOSS | $5,749,019 | $5,847,520 | -$98,501 | -$98,501 | |
| LT CAPITAL GAIN | $50,209 | $50,113 | $96 | $96 | |
| CAPITAL GAIN DIVIDENDS | $22,089 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$127,864 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $8,610,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $15,771,536 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.545952 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,126,502 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,170,610 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.440379 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,324,958 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,258,667 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 2.64165 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,903,924 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,449,384 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.313609 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $300,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $983,421 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.305058 | DistributionYr5Rt |
| Total Distribution | 6.246648 | TotalDistributionRt |
| Average Distribution | 1.24933 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $17,374,569 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $21,706,570 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,293 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $21,708,863 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,287,409 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,586 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,586 | SubtotalAmt |
| Tax Based On Investment Income | $4,586 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,140 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,140 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $36 | EsPenaltyAmt |
| Overpayment | $518 | OverpaymentAmt |
| Applied To ES Tax | $518 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFREY L TURNER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2609254717 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1401 S GRANDSTAFF DRIVE | AddressLine1Txt |
| City | AUBURN | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46706 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DONALD BUDD | ||||||||
| 1401 S GRANDSTAFF DRIVE | AUBURN | IN | 46706 | EXECUTIVE DIRECTOR | 1.0 | $135,417 | $2,163 | $6,427 |
| VICKI JAMES | ||||||||
| 1401 S GRANDSTAFF DRIVE | AUBURN | IN | 46706 | PRESIDENT | 1.0 | $0 | $0 | $0 |
| JEFFREY TURNER | ||||||||
| 1401 S GRANDSTAFF DRIVE | AUBURN | IN | 46706 | SECRETARY | 1.0 | $0 | $0 | $0 |
| STEPHANIE FOOTE | ||||||||
| 1401 S GRANDSTAFF DRIVE | AUBURN | IN | 46706 | VICE PRESIDENT | 1.0 | $0 | $0 | $0 |
| RICK JAMES | ||||||||
| 1401 S GRANDSTAFF DRIVE | AUBURN | IN | 46706 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| MATT GETTER | ||||||||
| 1401 S GRANDSTAFF DRIVE | AUBURN | IN | 46706 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| JESSICA BUSS | ||||||||
| 1401 S GRANDSTAFF DRIVE | AUBURN | IN | 46706 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $15,371,580 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,267,576 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,639,156 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,639,156 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $264,587 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,374,569 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $868,728 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $868,728 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,586 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,586 | TotalTaxAmt |
| Distributable Before Adj | $864,142 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $864,142 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $864,142 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,287,409 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $5,287,409 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $5,287,409 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $864,142 | DistributableAsAdjustedAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $289,471 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,831,815 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,263,281 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,019,967 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,827,060 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $16,231,594 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,287,409 | QualifyingDistributionsAmt |
| Applied To Current Year | $864,142 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,423,267 | RemainingDistriFromCorpusAmt |
| Total Corpus | $20,654,861 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $289,471 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $20,365,390 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,831,815 | ExcessFromYear4Amt |
| Excess From Year3 | $3,263,281 | ExcessFromYear3Amt |
| Excess From Year2 | $3,019,967 | ExcessFromYear2Amt |
| Excess From Year1 | $7,827,060 | ExcessFromYear1Amt |
| Excess From Current Year | $4,423,267 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RICK AND VICKI JAMES | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| FORT WAYNE CHILDREN'S ZOO | ||||||||
| 3411 SHERMAN BLVD | FORT WAYNE | IN | 46808 | NONE | PC | PROGRAM SUPPORT | $200,000 | |
| FORT WAYNE PUBLIC TELEVISION INC | ||||||||
| 2501 E COLISEUM BLVD | FORT WAYNE | IN | 46805 | NONE | PC | PROGRAM SUPPORT | $375,000 | |
| COMMUNITY FOUNDATION DEKALB COUNTY | ||||||||
| 700 S MAIN STREET | AUBURN | IN | 46706 | NONE | PC | PROGRAM SUPPORT | $175,000 | PO BOX 111 |
| NATIONAL PARK FOUNDATION | ||||||||
| 1110 VERMONT AVE NW | WASHINGTON | DC | 20005 | NONE | PC | PROGRAM SUPPORT | $400,000 | SUITE 200 |
| TRINE UNIVERSITY | ||||||||
| ONE UNIVERSITY AVE | ANGOLA | IN | 46703 | NONE | PC | PROGRAM SUPPORT | $1,000,000 | |
| MCKENNEY-HARRISON ELEMENTARY SCHOOL | ||||||||
| 320 VAN AUKEN STREET | AUBURN | IN | 46706 | NONE | PC | PROGRAM SUPPORT | $100,000 | |
| JUNIOR ACHIEVEMENT PRO AM | ||||||||
| 601 NOBLE DRIVE | FORT WAYNE | IN | 46825 | NONE | PC | PROGRAM SUPPORT | $1,100 | |
| DEKALB CENTRAL SCHOOLS | ||||||||
| INNOVATION CONFERENCE | WATERLOO | IN | 46793 | NONE | PC | PROGRAM SUPPORT | $1,000 | 3326 COUNTY ROAD 427 |
| DEKALB CENTRAL SCHOOLS | ||||||||
| ALUMNI FOUNDATION | WATERLOO | IN | 46793 | NONE | PC | PROGRAM SUPPORT | $79,500 | 3326 COUNTY ROAD 427 |
| DEKALB CENTRAL SCHOOLS | ||||||||
| PRESCHOOL | WATERLOO | IN | 46793 | NONE | PC | PROGRAM SUPPORT | $100,000 | 3326 COUNTY ROAD 427 |
| COMMUNITY FOUNDATION DEKALB COUNTY | ||||||||
| DEKALB COUNTY COMMUNITY ORCHESTRA | AUBURN | IN | 46706 | NONE | PC | PROGRAM SUPPORT | $6,000 | 700 S MAIN STREET PO BOX 111 |
| JUNIOR ACHIEVEMENT | ||||||||
| 601 NOBLE DRIVE | FORT WAYNE | IN | 46825 | NONE | PC | PROGRAM SUPPORT | $182,000 | |
| MTI CENTER - TRINE | ||||||||
| ONE UNIVERSITY AVENUE | ANGOLA | IN | 46703 | NONE | PC | PROGRAM SUPPORT | $2,500,000 | |
| BOOMERANG BACKPACKS | ||||||||
| 4616 EAST DUPONT ROAD | FORT WAYNE | IN | 46825 | NONE | PC | PROGRAM SUPPORT | $25,000 | SUITE C |
| LOGAN GERKE | ||||||||
| IPFW | FORT WAYNE | IN | 46805 | NONE | I | EDUCATIONAL | $5,000 | 2010 E COLISEUM BLVD |
| WILLIAM PIERCE | ||||||||
| PURDUE UNIVERSITY | WEST LAFAYETTE | IN | 47909 | NONE | I | EDUCATIONAL | $5,000 | 610 PURDUE MALL |
| BRITTANI LUDE | ||||||||
| TRINE UNIVERSITY | ANGOLA | IN | 46703 | NONE | I | EDUCATIONAL | $5,000 | ONE UNIVERSITY AVENUE |
| PATSY DEPEW | ||||||||
| IPFW | FORT WAYNE | IN | 46805 | NONE | I | EDUCATIONAL | $4,193 | 2010 E COLISEUM BLVD |
| JESUS GUERRERO | ||||||||
| TRINE UNIVERSITY | ANGOLA | IN | 46703 | NONE | I | EDUCATIONAL | $12,280 | ONE UNIVERSITY AVENUE |
| LIBBIE KOEPPE | ||||||||
| IPFW | FORT WAYNE | IN | 46805 | NONE | I | EDUCATIONAL | $2,500 | 2010 E COLISEUM BLVD |
| MARISA ROBINETT | ||||||||
| TRINE UNIVERSITY | ANGOLA | IN | 46703 | NONE | I | EDUCATIONAL | $2,500 | ONE UNIVERSITY AVENUE |
| MAKAYLA SCHANNEN | ||||||||
| PURDUE UNIVERSITY | WEST LAFAYETTE | IN | 47909 | NONE | I | EDUCATIONAL | $2,500 | 610 PURDUE MALL |
| JASPER BASSETT | ||||||||
| TRINE UNIVERSITY | ANGOLA | IN | 46703 | NONE | I | EDUCATIONAL | $5,000 | ONE UNIVERSITY AVENUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,188,573 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34,376 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $327,994 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$127,864 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| OTHER INCOME | 14 | $119,948 |
| NONDIVIDEND DISTRIBUTION | 14 | $18,857 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $373,311 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $373,311 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | RICK AND VICKI JAMES | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1401 S GRANDSTAFF DRIVE | AddressLine1Txt |
| City | AUBURN | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46706 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BOND | BondNm |
| EOY Book Value | $6,514,137 | EOYBookValueAmt |
| EOYFMV | $6,507,179 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $10,428,404 | EOYBookValueAmt |
| EOYFMV | $10,964,276 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CASH ADJUSTMENT | Desc |
| Amt | $282,377 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADVERTISING EXPENSES | $1,044 | $0 | $0 | $1,044 |
| MARKETING EXPENSES | $2,875 | $2,875 | ||
| MISCELLANEOUS EXPENSES | $24,740 | $24,740 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| OTHER INCOME | $119,948 |
| NONDIVIDEND DISTRIBUTION | $18,857 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AGENCY FEE-LCB | CategoryTxt |
| Amt | $43,989 | Amt |
| Net Investment Income | $35,191 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $8,798 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $5,833 | $5,833 | $0 | $0 |
| EXCISE TAXES | $9,527 |
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