SALIN FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- SALIN FOUNDATION INC (EIN 35-2047694)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-15
- IRS object ID
- 201622289349101182
- Schema version
- 2015v2.1
- 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
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-15T11:32:39-07:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHIPLEY & WALL AN ASSOCIATION OF PC'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8465 KEYSTONE CROSSING DR STE 160 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46240 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352047694 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SALIN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SALI | BusinessNameControlTxt |
| Phone | 3175322260 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10587 COPPERGATE DRIVE | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 460329204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHERRI FRITSCH | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 3175322260 | PhoneNum |
| Signature | 2016-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KENT J SHIPLEY CPA JD | PreparerPersonNm |
| Phone | 3172550777 | PhoneNum |
| Preparation | 2016-08-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,674,185 | 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 | $125,907 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $15,415 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15,415 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $39,043 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $39,043 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $76,254 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $41,954 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $30,349 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $11,605 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $222,319 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $161,061 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $11,605 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,360 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,360 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $2,765 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,765 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $359 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $359 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,570 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $1,570 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $550 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,054 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,719 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $1,570 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,315 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $171,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $171,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $178,104 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,719 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $1,570 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $174,365 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $44,215 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $158,342 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $10,035 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $579 | CashBOYAmt |
| Cash EOY | $6,878 | CashEOYAmt |
| Cash EOYFMV | $6,878 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $78,324 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $423,311 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $423,311 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,044,093 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,813,351 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,243,996 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,122,996 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,243,540 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,674,185 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $2,122,996 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,243,540 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,122,996 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,243,540 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,122,996 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,243,540 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,122,996 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $44,215 | ExcessRevenueOverExpensesAmt |
| Other Increases | $76,415 | OtherIncreasesAmt |
| Subtotal | $2,243,626 | SubtotalAmt |
| Other Decreases | $86 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,243,540 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 290 SHRS ABBVIE INC | P | 2012-11-07 | 2015-03-05 | $16,501 | $0 | $9,839 | $6,662 | $0 | $0 | $0 | $6,662 |
| 200 SHRS BAXTER INT'L INC COM | P | 2013-06-07 | 2015-08-17 | $8,132 | $0 | $7,567 | $565 | $0 | $0 | $0 | $565 |
| 950 SHRS CHICOS FAS INC | P | 2012-11-07 | 2015-02-10 | $16,340 | $0 | $18,554 | -$2,214 | $0 | $0 | $0 | -$2,214 |
| 300 SHRS COOPER COS | P | 2011-12-27 | 2015-03-13 | $55,466 | $0 | $10,152 | $45,314 | $0 | $0 | $0 | $45,314 |
| 135 SHRS FACTSET RESEARCH SYSTEM | P | 2011-12-27 | 2015-03-18 | $21,243 | $0 | $9,837 | $11,406 | $0 | $0 | $0 | $11,406 |
| 35000 SHRS HANOVER IND MIDDLE SCH BLDG | P | 2011-12-27 | 2015-01-15 | $35,000 | $0 | $35,866 | -$866 | $0 | $0 | $0 | -$866 |
| 15000 SHRS HANOVER IND MIDDLE SCH BLDG | P | 2011-12-27 | 2015-07-15 | $15,000 | $0 | $15,371 | -$371 | $0 | $0 | $0 | -$371 |
| 50000 SHRS IVY TECH BABS TAXABLE | P | 2010-04-19 | 2015-07-01 | $50,000 | $0 | $50,000 | $0 | $0 | $0 | $0 | $0 |
| 50000 SHRS IVY TECH BABS TAXABLE | P | 2011-12-27 | 2015-07-01 | $50,000 | $0 | $50,000 | $0 | $0 | $0 | $0 | $0 |
| 130 SHRS VISA INCORP | P | 2012-11-07 | 2015-02-10 | $34,388 | $0 | $18,630 | $15,758 | $0 | $0 | $0 | $15,758 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $76,254 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr2 | $150,170 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,406,314 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.062407 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $49,570 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,877,854 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.026397 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $25,270 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,033,235 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.024457 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $24,889 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $466,281 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.053378 | DistributionYr5Rt |
| Total Distribution | 0.166639 | TotalDistributionRt |
| Average Distribution | 0.041660 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,640,808 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $110,016 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,583 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $111,599 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $174,365 | 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 | $1,583 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,583 | SubtotalAmt |
| Tax Based On Investment Income | $1,583 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,680 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,680 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$1,680 | OriginalReturnOverpaymentAmt |
| Overpayment | $97 | OverpaymentAmt |
| Applied To ES Tax | $97 | 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 |
| 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 | SHERRI FRITSCH | IndividualWithBooksNm |
| Phone | 3175322260 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10578 COPPERGATE DRIVE | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46032 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| 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 (5 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 N SALIN SR | ||||||||
| 8455 KEYSTONE CROSSING DR | INDIANAPOLIS | IN | 46240 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| SHERRI FRITSCH | ||||||||
| 10587 COPPERGATE DR | CARMEL | IN | 46032 | SEC/TREAS | 1.00 | $0 | $0 | $0 |
| WILLIAM N SALIN II | ||||||||
| 8455 KEYSTONE CROSSING DR | INDIANAPOLIS | IN | 46240 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| M JANE SALIN | ||||||||
| 8455 KEYSTONE CROSSING DR | INDIANAPOLIS | IN | 46240 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| SUSIE MCCLAIN | ||||||||
| 8455 KEYSTONE CROSSING DR | INDIANAPOLIS | IN | 46240 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SCHOLARSHIP AWARDS THROUGH SCHOLARSHIP AMERICA.SCHOLARSHIP AMERICA AWARDED 14 SCHOLARSHIPSTO INDIVIDUAL STUDENTS DURING 2015. | Description1Txt |
| Expenses1 | $28,000 | Expenses1Amt |
| Description2 | SCHOLARSHIP AWARDS TO 9 DEPENDENTS OF EMPLOYEES OFSALIN BANK | Description2Txt |
| Expenses2 | $18,000 | Expenses2Amt |
| Description3 | DONATIONS TO 1 LOCAL CHURCH AND 6 LOCAL CULTURALORGANIZATIONS TO HELP PROVIDE CULTURAL AND RELIGIOUSAWARENESS AND EDUCATION | Description3Txt |
| Expenses3 | $68,500 | Expenses3Amt |
| Description4 | LOCAL OUTREACH ACTIVITIES INCLUDING DONATIONS TO 1UNIVERSITY TO ENCOURAGE FAITH-BASED EDUCATION IN INDIANA | Description4Txt |
| Expenses4 | $31,000 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,426,477 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $254,546 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,681,023 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,681,023 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $40,215 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,640,808 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $132,040 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $132,040 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,583 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,583 | TotalTaxAmt |
| Distributable Before Adj | $130,457 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $130,457 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $130,457 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $174,365 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $174,365 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,583 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $172,782 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $130,457 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $18,212 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $18,212 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $174,365 | QualifyingDistributionsAmt |
| Applied To Current Year | $130,457 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $43,908 | RemainingDistriFromCorpusAmt |
| Total Corpus | $62,120 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $62,120 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $18,212 | ExcessFromYear1Amt |
| Excess From Current Year | $43,908 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SHERRI FRITSCH | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10587 COPPERGATE DRIVE | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46032 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3175322260 | RecipientPhoneNum |
| Form And Info And Materials | SEE ATTACHED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE ATTACHED | SubmissionDeadlinesTxt |
| Restrictions On Awards | MUST BE RESIDENT WITHIN STATE OF INDIANA | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| SCHOLARSHIP AMERICA | ||||||
| PO BOX 297 ST | PETE | MN | 56082 | 501C3 | EDUCATION | $22,000 |
| INDIANAPOLIS ZOO | ||||||
| 1201 W WASHINGTON ST | INDIANAPOLIS | IN | 46222 | 501C3 | DONATIONCHARITABLE | $5,000 |
| LEPPERT MORTUARY | ||||||
| 740 E 86TH STRET | INDIANAPOLIS | IN | 46240 | NC | DONATIONCHARITABLE | $50 |
| ANDERSON UNIVERSITY | ||||||
| 1100 E 5TH ST | ANDERSON | IN | 46012 | 501C3 | DONATIONCHARITABLE | $15,000 |
| INDIANAPOLIS SYMPHONY ORCHESTRA | ||||||
| 32 E WASHINGTON ST STE 600 | INDIANAPOLIS | IN | 46204 | 501C3 | DONATIONCHARITABLE | $7,000 |
| ST LUKE UNITED METHODIST CHURCH | ||||||
| 100 W 86TH ST | INDIANAPOLIS | IN | 46260 | 501C3 | DONATIONCHARITABLE | $50,000 |
| PROVIDENCE CRISTO REY HS | ||||||
| 75 N BELLEVIEW PL | INDIANAPOLIS | IN | 46222 | 501C3 | DONATIONCHARITABLE | $4,000 |
| ALLEN COUNTY UNITED WAY | ||||||
| 334 E BERRY ST | FT WAYNE | IN | 46802 | 501C3 | DONATIONCHARITABLE | $5,000 |
| IU MEDICAL SCHOOL | ||||||
| 340 W 10TH STREET | INDIANAPOLIS | IN | 46202 | 501C3 | DONATIONCHARITABLE | $5,000 |
| LEGACY IRR TRUST | ||||||
| 615 N ALABAMA ST 119 | INDIANAPOLIS | IN | 46204 | 501C3 | DONATIONCHARITABLE | $1,000 |
| ARTIS NAPLES | ||||||
| 5833 PELICAN BAY BLVD | NAPLES | FL | 34108 | 501C3 | DONATIONCHARITABLE | $2,500 |
| EITELJORG MUSEUM | ||||||
| 500 W WASHINGTON ST | INDIANAPOLIS | IN | 46204 | 501C3 | DONATIONCHARIATABLE | $2,500 |
| SARAH BOURNIQUE | ||||||
| 1206 HOLMAN DRIVE | MARION | IN | 46952 | I | SCHOLARSHIP | $2,000 |
| MORGAN EDMUNDOWICZ | ||||||
| 8886 CARNATION DRIVE | NOBLESVILLE | IN | 46060 | I | SCHOLARSHIP | $2,000 |
| SHELBY LANNAN | ||||||
| 11943 N SHELBY 700 W | NEW PALESTINE | IN | 46163 | I | SCHOLARSHIP | $2,000 |
| KENDRA LANE | ||||||
| 13332 ALLEGIANCE DRIVE | FISHERS | IN | 46037 | I | SCHOLARSHIP | $2,000 |
| ZACHARY ELLINGTON | ||||||
| 1212 E CR 75 N | LOGANSPORT | IN | 46947 | I | SCHOLARSHIP | $2,000 |
| BAYLEE BENN | ||||||
| 804 S CENTER STREET | FLORA | IN | 46929 | I | SCHOLARSHIP | $2,000 |
| KAITLIN GOLDING | ||||||
| 1224 KILLDEER ROAD | GREENTOWN | IN | 46936 | I | SCHOLARSHIP | $2,000 |
| KAYLEE AVALLE | ||||||
| 101 N MAIN STREET | WALTON | IN | 46994 | I | SCHOLARSHIP | $2,000 |
| DORIAN SPICER | ||||||
| 7027 CHADWICK DRIVE | FORT WAYNE | IN | 46816 | I | SCHOLARSHIP | $2,000 |
| CREWMEMBER FAMILY ASSIST | ||||||
| 8455 KEYSTONE CROSSING DR | INDIANAPOLIS | IN | 46240 | NC | SCHOLARSHIP | $1,500 |
| THE SALVATION ARMY | ||||||
| 1357 W 86TH STREET | INDIANAPOLIS | IN | 46260 | 501C3 | DONATIONCHARITABLE | $2,000 |
| CARMELITE MONASTERY | ||||||
| 59 ALLENDALE | TERRE HAUTE | IN | 47802 | 501C3 | DONATIONCHARITABLE | $1,000 |
| WELL HOUSE SOCIETY | ||||||
| 301 UNIVERSITY BLVD | INDIANAPOLIS | IN | 46202 | 501C3 | DONATIONCHARITABLE | $1,000 |
| INDIANAPOLIS MUSEUM OF ART | ||||||
| 4000 MICHIGAN ROAD | INDIANAPOLIS | IN | 46208 | 501C3 | DONATIONCHARITABLE | $3,000 |
| IN TOUCH MINISTRIES | ||||||
| PO BOX 7900 | ATLANTA | GA | 30357 | 501C3 | DONATIONCHARITABLE | $2,000 |
| NORTH NAPLES UMC | ||||||
| 6000 GOODLETTE ROAD N | NAPLES | FL | 34109 | 501C3 | DONATIONCHARITABLE | $5,000 |
| MAUER SCHOOL OF LAW | ||||||
| 211 S INDIANA AVE | BLOOMINGTON | IN | 47405 | 501C3 | DONATIONCHARITABLE | $500 |
| SCHOLARSHIP FOR EMPLOYEE CHILDREN | ||||||
| 8455 KEYSTONE CROSSING DR | INDIANAPOLIS | IN | 46240 | NC | SCHOLARSHIPS | $16,000 |
| BEAVER CREEK RELIGIOUS FOUNDATION | ||||||
| 33 ELK TRACK RD | AVON | CO | 81620 | 501C3 | DONATIONSCHARITABLE | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $171,050 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $15,415 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $39,043 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $54,458 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $54,458 | 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 | WILLIAM N SALIN SR | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8455 KEYSTONE CROSSING DR | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46240 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | KENT J. SHIPLEY TAX RETURNS | CategoryTxt |
| Amt | $2,360 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Investments | StockNm |
| EOY Book Value | $1,813,351 | EOYBookValueAmt |
| EOYFMV | $2,243,996 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT FOR 2015 ACTIVITY | Desc |
| Amt | $86 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX LETTER PREP | $20 | $20 | |
| SILENT AUCTION PURCHASES | $1,000 | $1,000 | |
| OFFICE SERVICES | $175 | $175 | $175 |
| FUNDRAISING EXPS | $375 | $375 | $375 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| S-T CAP GAIN DIVIDEND | $2,070 | $2,070 | |
| L-T CAP GAIN DIVIDEND | $28,279 | $28,279 | |
| AUCTION PROCEEDS | $11,605 | $11,605 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CAPITAL GAINS | $76,254 |
| ACTIVITY TAXED IN PRIOR YEAR | $161 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SCHOLARSHIP AMERICA SCHOLARSHIP MANAGEMENT | CategoryTxt |
| Amt | $2,765 | Amt |
| Disbursements Charitable Prps | $2,765 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $359 | Amt |
| Net Investment Income | $359 | NetInvestmentIncomeAmt |
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