GAITHER CHARITABLE FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- GAITHER CHARITABLE FOUNDATION INC (EIN 35-2020501)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-13
- IRS object ID
- 201743179349101344
- 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
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Sales Of Inventory List
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-13T14:26:50-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450491842 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLANKENSHIP CPA GROUP PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 WARD CIRCLE | AddressLine1Txt |
| City | BRENTWOOD | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 370272304 | 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 | 352020501 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GAITHER CHARITABLE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GAIT | BusinessNameControlTxt |
| Phone | 7657248278 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 737 | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GINA BRISCO | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 7657248278 | PhoneNum |
| Signature | 2017-11-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | C THOMAS BATES CPA | PreparerPersonNm |
| PTIN | P00443854 | PTIN |
| Phone | 6153733771 | PhoneNum |
| Preparation | 2017-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | 1AF70EAC79558827D56C3F7D01BE8DF1111BB134 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5D8814823B48237F886A0F84DAC1920DFB63C985 | 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 | $6,354,959 | 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 | $15,086 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $274,557 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $274,557 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$5,376 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $795,925 | GrossSalesPriceAmt |
| Cost Of Goods Sold | $3,430 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | -$3,430 | GrossProfitRevAndExpnssAmt |
| Total Rev And Expnss | $280,837 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $274,557 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $5,335 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $56,863 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $56,863 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $212 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $212 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $62,410 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $57,075 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $304,287 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $304,287 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $366,697 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $57,075 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $304,287 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$85,860 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $217,482 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $41,725 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $18,290 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $18,290 | SavAndTempCashInvstEOYFMVAmt |
| Inventories BOY | $5,539 | InventoriesBOYAmt |
| Inventories EOY | $2,109 | InventoriesEOYAmt |
| Inventories EOYFMV | $2,109 | InventoriesEOYFMVAmt |
| Corporate Stock BOY | $6,118,521 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,333,413 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,333,413 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $215 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,147 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,147 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,166,000 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,354,959 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,354,959 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,830 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,505 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $2,830 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,505 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $6,163,170 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,352,454 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,163,170 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,352,454 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,166,000 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,354,959 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,163,170 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$85,860 | ExcessRevenueOverExpensesAmt |
| Other Increases | $275,144 | OtherIncreasesAmt |
| Subtotal | $6,352,454 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,352,454 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $238,140 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,502,401 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.036623 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $344,945 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,705,657 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051441 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $406,910 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,543,839 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.062182 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $260,899 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,033,928 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043239 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $278,800 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,978,322 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046635 | DistributionYr5Rt |
| Total Distribution | 0.240120 | TotalDistributionRt |
| Average Distribution | 0.048024 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,120,176 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $293,915 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,175 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $296,090 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $304,287 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,175 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,175 | SubtotalAmt |
| Tax Based On Investment Income | $2,175 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,438 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,438 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,263 | OverpaymentAmt |
| Applied To ES Tax | $3,263 | 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 |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GINA BRISCO | IndividualWithBooksNm |
| Phone | 7657248278 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 737 | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46001 | 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 |
| 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 | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM J GAITHER | ||||||||
| PO BOX 737 | ALEXANDRIA | IN | 46001 | VICE PRESIDE | 000.00 | $0 | $0 | $0 |
| GLORIA L GAITHER | ||||||||
| PO BOX 737 | ALEXANDRIA | IN | 46001 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| BARRY W JENNINGS | ||||||||
| 5188 WADDELL HOLLOW ROAD | FRANKLIN | TN | 37064 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| GINA BRISCO | ||||||||
| PO BOX 737 | ALEXANDRIA | IN | 46001 | SECRETARY/TR | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,172,990 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $40,387 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,213,377 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $6,213,377 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $93,201 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,120,176 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $306,009 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $306,009 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,175 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,175 | TotalTaxAmt |
| Distributable Before Adj | $303,834 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $303,834 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $303,834 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $304,287 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $304,287 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,175 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $302,112 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $303,834 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $23,173 | UndistributedIncomePYAmt |
| Qualifying Distributions | $304,287 | QualifyingDistributionsAmt |
| Applied To Year1 | $23,173 | AppliedToYear1Amt |
| Applied To Current Year | $281,114 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $22,720 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM J GAITHER | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GINA BRISCO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 737 | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7657248278 | RecipientPhoneNum |
| Form And Info And Materials | NO PREDETERMINED FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALEXANDRIA COMMUNITY BAND | |||||||
| PO BOX 238 | ALEXANDRIA | IN | 46001 | N/A | PUBLIC CHARI | SUMMER PROGRAMS | $50 |
| ALEXANDRIA CHURCH OF THE NAZARENE | |||||||
| 1401 SOUTH HARRISON ST | ALEXANDRIA | IN | 46001 | N/A | CHURCH | GENERAL SUPPORT | $10,000 |
| A TOWN CENTER INC | |||||||
| 1206 MERIDIAN ST | ANDERSON | IN | 46016 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $50 |
| ALEXANDRIA BAPTIST CHURCH | |||||||
| 2107 S PARK AVE | ALEXANDRIA | IN | 46001 | N/A | CHURCH | GENERAL SUPPORT | $500 |
| ALEXANDRIA COMMUNITY CENTER | |||||||
| 315 HARRISON ST | ALEXANDRIA | IN | 46001 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $2,500 |
| ALEXANDRIA COMMUNITY SCHOOL CORP | |||||||
| 202 E WASHINGTON ST | ALEXANDIRA | IN | 46001 | N/A | PUBLIC CHARI | BUDDY BAG PROGRAM | $1,000 |
| ALEXANDRIA ELK LODGE | |||||||
| 1810 SOUTH HARRISON ST | ALEXANDRIA | IN | 46001 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $200 |
| ANDERSON EDUCATION FOUNDATION | |||||||
| 1600 HILLCREST AVE | ANDERSON | IN | 46011 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $1,000 |
| ANDERSON NOON EXCHANGE CLUB | |||||||
| 3047 BROADWAY ST | ANDERSON | IN | 46012 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $500 |
| ANDERSON UNIVERSITY | |||||||
| 100 E 5TH STREET | ANDERSON | IN | 46016 | N/A | UNIVERSITY | GENERAL SUPPORT | $151,000 |
| ANDERSON YOUNG BALLET THEATRE | |||||||
| 29 YOUNG DR | ANDERSON | IN | 46016 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $500 |
| UNITED WAY OF MADISON COUNTY | |||||||
| 1201 E 5TH ST | ANDERSON | IN | 46015 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $2,000 |
| ANDERSON SYMPHONY ORCHESTRA | |||||||
| 1124 MERIDIAN STREET | ANDERSON | IN | 46016 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $25,000 |
| COMMUNITY HOSPITAL ANDERSON FNDN | |||||||
| 1515 NORTH MADISON AVE | ANDERSON | IN | 46011 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $6,500 |
| CROSSROADS OF AMERICA COUNCIL BSA | |||||||
| 7125 FALL CREEK RD NORTH | INDIANAPOLIS | IN | 46256 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $1,500 |
| DELTA THETA TAU | |||||||
| 202 E JOHN ST | ALEXANDRIA | IN | 46001 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $100 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| 8701 LEEDS ROAD | KANSAS CITY | MO | 64129 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $1,100 |
| FIRE RESCUE HOUSE MADISON CNTY | |||||||
| 824 W 3RD ST | ANDERSON | IN | 46001 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $50 |
| GRACE CHURCH | |||||||
| 13068 SINCLAIR PLACE | FISHERS | IN | 46038 | N/A | CHURCH | GENERAL SUPPORT | $250 |
| HIGHER LEVEL SPORTS | |||||||
| 8309 N YELLOWSTONE DRIVE | MUNCIE | IN | 47303 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $3,000 |
| HILLCROFT SERVICES | |||||||
| 114 E STREETER AVE | MUNCIE | IN | 47303 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $10,000 |
| MADISON CNTY CHAPLAINCY PROGRAM | |||||||
| PO BOX 171 | ANDERSON | IN | 46017 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $100 |
| MADISON CNTY COMMUNITY FNDN | |||||||
| 1100 E 5TH ST | ANDERSON | IN | 46012 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $500 |
| MADISON CNTY SPECIAL OLYMPICS | |||||||
| 1100 E 5TH ST | ANDERSON | IN | 46012 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $1,000 |
| MADISON PARK CHURCH OF GOD | |||||||
| PO BOX 2479 | ANDERSON | IN | 46018 | N/A | CHURCH | CHRISTMAS PROGRAM | $500 |
| BEAUTY FOR ASHES TRANSITIONAL HOME | |||||||
| 216 WASHINGTON STREET | ALEXANDRIA | IN | 46001 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $2,000 |
| THE PARAMOUNT THEATER | |||||||
| 1124 MERIDIAN PLAZA | ANDERSON | IN | 46016 | N/A | PUBLIC CHARI | SPONSORSHIPS | $1,843 |
| ORANGEHAUS MUSIC BUSINESS CAMP | |||||||
| 1100 E 5TH STREET | ANDERSON | IN | 46012 | N/A | UNIVERSITY | SCHOLARSHIP | $695 |
| LEADERSHIP ACADEMY OF MADISON CNTY | |||||||
| 1100 E 5TH STREET | ANDERSON | IN | 46012 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $2,000 |
| HOPE PREGNANCY & HEALTH CENTER | |||||||
| PO BOX 161 | ANDERSON | IN | 46015 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $1,000 |
| INDIANA WESLEYAN UNIVERSITY | |||||||
| 4201 S WASHINGTON ST | MARION | IN | 46053 | N/A | UNIVERSITY | GENERAL SUPPORT | $20,500 |
| JOY FM RADIO | |||||||
| 600 W CLEMMONSVILLE RD | WINSTONSALEM | NC | 27127 | N/A | PUBLIC CHARI | SPONSORSHIP | $1,300 |
| CORP FOR ECONOMIC DEVELOP | |||||||
| 2701 ENTERPRISE DR 100 | ANDERSON | IN | 46013 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $2,000 |
| INDIANAPOLIS CHILDRENS CHOIR | |||||||
| 4600 SUNSET AVE | INDIANAPOLIS | IN | 46208 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $1,000 |
| MAN 4 MAN MINISTRIES | |||||||
| 415 MAIN ST | ANDERSON | IN | 46015 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $10,000 |
| MIDWEST FOOD BANK | |||||||
| 6450 S BELMONT ST | INDIANAPOLIS | IN | 46217 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $100 |
| MISSION HAITI MEDICAL | |||||||
| PO BOX 2252 | ANDERSON | IN | 46018 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $1,000 |
| THE CHRISTIAN CENTER | |||||||
| 625 MAIN ST | ANDERSON | IN | 46016 | N/A | PUBIC CHARI | GENERAL SUPPORT | $1,100 |
| 2ND HARVEST FOOD BANK CENTRAL IN | |||||||
| 6621 OLD SR3 | MUNCIE | IN | 47303 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $10,000 |
| ALEXANDRIA EMERGENCY RELIEF FUND | |||||||
| 309 WASHINGTON ST | ALEXANDRIA | IN | 46001 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $1,000 |
| PARK PLACE CHILDRENS MINISTRY | |||||||
| 501 COLLEGE DR | ANDERSON | IN | 46012 | N/A | CHURCH | CHILDRENS MINISTRY | $2,500 |
| PARK PLACE CHURCH OF GOD | |||||||
| 501 COLLEGE DR | ANDERSON | IN | 46012 | N/A | CHURCH | GENERAL SUPPORT | $10,000 |
| SEASONS WEEKEND | |||||||
| 212 26TH ST 204 | SANTA MONICA | CA | 90402 | N/A | PUBLIC CHARI | SCHOLARSHIP | $799 |
| DOVE HARBOR | |||||||
| 1400 N BROADWAY | ANDERSON | IN | 46012 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $1,000 |
| SEEDS OF CHANGE | |||||||
| 1425 S MICKLEY AVE | INDIANAPOLIS | IN | 46241 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $50 |
| ST VINCENT ANDERSON REG FNDN | |||||||
| 2015 JACKSON ST | ANDERSON | IN | 46016 | N/A | PUBLIC CHARI | CHILDREN'S CLINIC | $1,000 |
| THE COMMONS THEATRE | |||||||
| 204 W CHURCH ST | ALEXANDRIA | IN | 46001 | N/A | PUBLIC CHARI | SUMMER & FALL PROGRAMS | $500 |
| THE COMMONS THEATRE | |||||||
| 204 W CHURCH ST | ALEXANDRIA | IN | 46001 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $3,000 |
| THE DOLLYWOOD FOUNDATION | |||||||
| 111 DOLLYWOOD LANE | PIGEON FORGE | TN | 37863 | N/A | PUBLIC CHARI | MY PEOPLE FUND | $10,000 |
| TRADERS POINT CHRISTIAN ACADEMY | |||||||
| 6600 S INDIANAPOLIS RD | WHITESTOWN | IN | 46075 | N/A | SCHOOL | GENERAL SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $304,287 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $274,557 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$5,376 | RelatedOrExemptFunctionIncmAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$3,430 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $274,557 | ExclusionAmt |
| Related Or Exempt Function Incm | -$8,806 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $265,751 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 10 | LineNumberTxt |
| Relationship Statement | SUPPORTS FOUNDATION'S CHARITABLE AND EDUCATIONAL MISSION | RelationshipStatementTxt |
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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| CROSSINGS COMMUNITY CHURCH | ||||||
| 1 | 14600 NORTH PORTLAND AVENUE | OKLAHOMA CITY | OK | 73134 | $10,000 | Yes (X) |
| WILLIAM J OR GLORIA L GAITHER | ||||||
| 2 | 1703 SOUTH PARK AVENUE | ALEXANDRIA | IN | 46001 | $5,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $5,335 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| UBS | 2016-01 | PURCHASE | 2016-12 | $244,244 | $259,390 | -$15,146 |
| UBS | 2015-01 | PURCHASE | 2016-12 | $551,681 | $541,911 | $9,770 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | UBS INVESTMENTS | StockNm |
| EOY Book Value | $6,333,413 | EOYBookValueAmt |
| EOYFMV | $6,333,413 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTERCOMPANY RECEIVABLE | Desc |
| BOY Book Value | $215 | BOYBookValueAmt |
| EOY Book Value | $1,147 | EOYBookValueAmt |
| EOYFMV | $1,147 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CHANGE IN MKT VALUE OF INVESTMENTS | $273,887 |
| ACCRUAL TO CASH CONVERSION | $1,257 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $56,863 | Amt |
| Net Investment Income | $56,863 | NetInvestmentIncomeAmt |
Sales Of Inventory List SalesOfInventoryList
Inventory Sale InventorySaleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SALE OF BOOKS | CategoryTxt |
| Cost Of Goods Sold | $3,430 | CostOfGoodsSoldAmt |
| Net | -$3,430 | NetAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN INCOME TAX ON DIVIDENDS | CategoryTxt |
| Amt | $212 | Amt |
| Net Investment Income | $212 | NetInvestmentIncomeAmt |
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