VISION IN MISSION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- VISION IN MISSION INC (EIN 20-1322123)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-11
- IRS object ID
- 201631329349101868
- 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
- Depreciation Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-11T11:48:39-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Crowe Horwath LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 E Jefferson Blvd PO Box 7 | AddressLine1Txt |
| City | South Bend | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 466240007 | 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 | 201322123 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Vision in Mission Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % TERRY SLABACH | InCareOfNm |
| Business Name Control | VISI | BusinessNameControlTxt |
| Phone | 2607684016 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 0985 North 900 West | AddressLine1Txt |
| City | Shipshewana | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46565 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DARYL ZOOK | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 2607684016 | PhoneNum |
| Signature | 2016-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kenneth Keber | PreparerPersonNm |
| PTIN | P00240883 | PTIN |
| Phone | 2607684016 | PhoneNum |
| 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 | $5,850,539 | 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 | $100,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $208,168 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $208,168 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $44,287 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $825,502 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $44,287 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $352,455 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $252,455 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,550 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,550 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $40,605 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $40,605 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,598 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $224 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $13 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $48,316 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $42,379 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,550 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,102,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,102,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,150,316 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $42,379 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,103,550 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$797,861 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $210,076 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,811,179 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $307,718 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $307,718 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $4,064,968 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,770,568 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,542,821 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,876,147 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,078,286 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,850,539 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $6,876,147 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,078,286 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,876,147 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,078,286 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,876,147 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,078,286 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,876,147 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$797,861 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,078,286 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,078,286 | 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 | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 6072.863 COLUMBIA MID CAP VALUE | P | 2014-01-01 | 2015-05-20 | $105,850 | $98,650 | $7,200 | $7,200 |
| 5815.049 COLUMBIA MID CAP VALUE | P | 2015-01-01 | 2015-05-20 | $101,356 | $94,460 | $6,896 | $6,896 |
| 1763.435 DEUTSCHE SMALL CAP VALUE INSTL | P | 2014-01-01 | 2015-05-20 | $48,512 | $55,178 | -$6,666 | -$6,666 |
| 1380.904 DEUTSCHE SMALL CAP VALUE INSTL | P | 2014-01-01 | 2015-05-20 | $37,989 | $43,209 | -$5,220 | -$5,220 |
| 5741.543 OPPENHEIMER RISING DIV | P | 2014-01-01 | 2015-05-20 | $120,917 | $110,557 | $10,360 | $10,360 |
| 4122.094 OPPENHEIMER RISING DIV | P | 2015-01-01 | 2015-05-20 | $86,811 | $79,373 | $7,438 | $7,438 |
| 2611.192 CAPITAL GROWTH & INCOME | P | 2014-01-01 | 2015-07-13 | $123,692 | $107,483 | $16,209 | $16,209 |
| 1771.712 CAPITAL WORLD GROWTH & INCOME | P | 2015-01-01 | 2015-07-13 | $83,926 | $72,928 | $10,998 | $10,998 |
| 6878.864 T ROWE PRICE NEW INCOME | P | 2014-01-01 | 2015-07-13 | $64,868 | $66,499 | -$1,631 | -$1,631 |
| 5469.877 T ROWE PRICE NEW INCOME | P | 2015-01-01 | 2015-07-13 | $51,581 | $52,878 | -$1,297 | -$1,297 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $44,287 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $36,550 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,105,766 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.011768 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $80,963 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,539,744 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.031878 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $275,449 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,612,041 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.105454 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $43,965 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,561,973 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.017161 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $634,104 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0 | DistributionYr5Rt |
| Total Distribution | 0.166261 | TotalDistributionRt |
| Average Distribution | 0.033252 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,273,012 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $208,590 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,101 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $210,691 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,103,550 | 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 | $2,101 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,101 | SubtotalAmt |
| Tax Based On Investment Income | $2,101 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,600 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,499 | OverpaymentAmt |
| Applied To ES Tax | $1,499 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TERRY SLABACH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2607684016 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 0985 NORTH 900 WEST | AddressLine1Txt |
| City | SHIPSHEWANA | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46565 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 |
|---|---|---|---|---|---|---|---|---|
| Daryl Zook | ||||||||
| 0985 North 900 West | Shipshewana | IN | 46565 | Director/President | 1.0 | $0 | $0 | $0 |
| Maxine Zook | ||||||||
| 0985 North 900 West | Shipshewana | IN | 46565 | Director/Secretary/Treasurer | 1.0 | $0 | $0 | $0 |
| Trista Nunemaker | ||||||||
| 0985 North 900 West | Shipshewana | IN | 46565 | Director | 1.0 | $0 | $0 | $0 |
| Tonja Nicholas | ||||||||
| 0985 North 900 West | Shipshewana | IN | 46565 | Director | 1.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,119,938 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,248,602 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,368,540 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,368,540 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $95,528 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,273,012 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $313,651 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $313,651 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,101 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,101 | TotalTaxAmt |
| Distributable Before Adj | $311,550 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $311,550 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $311,550 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,103,550 | 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 | $1,103,550 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,101 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,101,449 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $311,550 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $111,646 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Qualifying Distributions | $1,103,550 | QualifyingDistributionsAmt |
| Applied To Year1 | $111,646 | AppliedToYear1Amt |
| Applied To Current Year | $311,550 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $680,354 | RemainingDistriFromCorpusAmt |
| Total Corpus | $680,354 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $680,354 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $680,354 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MAXINE ZOOK | ContributingManagerNm |
| Contributing Manager | TRISTA NUNEMAKER | ContributingManagerNm |
| Contributing Manager | TONJA ZOOK-NICHOLAS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AWAKE & ALIVE INC | |||||||
| 100 E LAFAYETTE STREET | GOSHEN | IN | 46526 | NONE | PC | charitable | $1,000 |
| Community Service Systems | |||||||
| PO Box 1283 | Goshen | IN | 46527 | none | PC | Charitable | $3,500 |
| Crossroads Farm | |||||||
| 5520 W Card Road | Reading | MI | 49274 | none | PC | Charitable | $1,500 |
| Five Star Life | |||||||
| 2204 California Rd | Elkhart | IN | 46514 | none | PC | charitable | $5,000 |
| Students International | |||||||
| PO Box 2733 | Visalia | CA | 93279 | none | PC | charitable | $18,000 |
| Elkhart Christian Academy | |||||||
| 25943 County Road 22 | Elkhart | IN | 46517 | none | PC | charitable | $1,000,000 |
| Bayside Community Church | |||||||
| 15800 SR 64 E | Bradenton | FL | 34212 | none | PC | Charitable | $1,000 |
| Spa Ministries | |||||||
| 512 1/2 S Main St | Elkhart | IN | 46516 | none | PC | Charitable | $1,000 |
| Adopt a Love Story | |||||||
| 5373 N Union Blvd | Colorado Springs | CO | 80918 | none | PC | charitable | $15,000 |
| Water for Life Inc | |||||||
| PO Box 456 | Kalona | IA | 52247 | none | PC | charitable | $10,000 |
| County Line Church of God | |||||||
| 7716 N County Line Rd | Auburn | IN | 46706 | none | PC | Charitable | $2,000 |
| Boys & Girls Club of Elkhart County | |||||||
| 102 W Lincoln Ave Suite 240 | Goshen | IN | 46527 | none | PC | charitable | $41,000 |
| Faith Mission of Elkhart | |||||||
| 801 Benham Ave | Elkhart | IN | 46515 | none | PC | charitable | $2,500 |
| Open Learning Exchange | |||||||
| 1 Broadway | Cambridge | MA | 02142 | none | PC | Charitable | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,102,000 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $208,168 | 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 | $44,287 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $252,455 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $252,455 | 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 | Daryl Maxine Zook | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 0985 North 900 West | AddressLine1Txt |
| City | Shipshewana | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46565 | 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 | CROWE HORWATH LLP | CategoryTxt |
| Amt | $3,100 | Amt |
| Net Investment Income | $1,550 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,550 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (45 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 2289.00 APPLE INC | AT COST | $196,952 | $240,940 |
| 260.00 ALASKA AIR GROUP IN | AT COST | $12,209 | $20,933 |
| 2000.00 INTEL CORPORATION | AT COST | $54,167 | $68,900 |
| 1000.00 POTASH CORP | AT COST | $41,087 | $17,120 |
| 2711.11 BARON SMALL CAP | AT COST | $80,866 | $77,999 |
| 62499.5 BRIDGE BLDR BOND | AT COST | $630,251 | $626,870 |
| 20329.2 BRIDGE BLDR INTL EQUIT | AT COST | $208,486 | $192,110 |
| 20609.5 BRIDGE BLDR LARGE VALU | AT COST | $209,252 | $193,523 |
| 29282.5 BRIDGE BLDR SMALLMID V | AT COST | $295,550 | $271,742 |
| 3948.45 CAPITAL WORLD BON | AT COST | $81,279 | $74,191 |
| 2772.53 CAPITAL WORLD GROW | AT COST | $0 | $0 |
| 7377.44 COLUMBIA MID CAP | AT COST | $0 | $0 |
| 18662.74 CREDIT SUISSE COMM | AT COST | $134,483 | $84,169 |
| 8735.68 DODGE & COX INCOME | AT COST | $120,893 | $116,097 |
| 5841.51 DODGE & COX INTL | AT COST | $227,475 | $213,098 |
| 1832.98 DEUTSCHE SMALL CAP | AT COST | $0 | $0 |
| 2933.79 HARBOR CAPITAL APP | AT COST | $151,021 | $178,404 |
| 5926.71 INVESTMENT CO AMER | AT COST | $205,780 | $197,359 |
| 10294.05 LOOMIS SAYLES INV | AT COST | $126,495 | $111,690 |
| 29514.72 MAINSTAY HIGH YIE | AT COST | $174,098 | $156,428 |
| 4586.04 MASS. INV TRUST | AT COST | $114,818 | $121,943 |
| 9604.36 MFS RESEARCH INTL | AT COST | $159,146 | $155,495 |
| 2263.89 NEW WORLD FUND | AT COST | $124,565 | $112,379 |
| 5718.08 OPPENHEIMER INTL G | AT COST | $191,387 | $205,222 |
| 6263.35 OPPENHEIMER RISING | AT COST | $0 | $0 |
| 11426.31 PIMCO TOTAL RETURN | AT COST | $122,411 | $116,434 |
| 7977.05 T. ROWE PRICE EQUI | AT COST | $234,620 | $227,027 |
| 6144.25 T ROWE PRICE INSTL | AT COST | $149,068 | $177,507 |
| 6767.75 T. ROWE PRICE NEW | AT COST | $0 | $0 |
| 6548.19 TEMPLTEON GLOBAL B | AT COST | $81,956 | $75,501 |
| 5981.29 VOYA GLBL REAL ESTAT | AT COST | $113,373 | $116,934 |
| 2562.11 AMCAP FUND CIA | AT COST | $75,521 | $66,487 |
| 4185.21 AMERICAN BAL FUND | AT COST | $104,599 | $99,734 |
| 1851.46 AMERICAN INTL GROWTH | AT COST | $61,372 | $52,489 |
| 1691.09 CAPITAL INC BUILDER | AT COST | $102,525 | $94,447 |
| 2654.89 INVESCO CHARTER FUND | AT COST | $55,777 | $45,611 |
| 6478.61 INVESCO COMSTOCK FUND | AT COST | $162,677 | $140,456 |
| 14179.96 INVESCO CORE PLUS FUN | AT COST | $151,995 | $149,173 |
| 8511.96 INVESCO DIVERSIFIED DI | AT COST | $157,336 | $149,640 |
| 2042.13 INVESCO EQUALLY WEIGHT | AT COST | $102,546 | $94,489 |
| 5972.31 INVESCO GROWTH & INC | AT COST | $161,277 | $140,767 |
| 23854.47 INVESCO HIGH YIELD | AT COST | $102,242 | $93,748 |
| 3941.36 INVESCO INT'L GROWTH | AT COST | $131,497 | $122,143 |
| 2195.89 INVESCO MIDCAP GROWTH | AT COST | $85,572 | $75,429 |
| 1893.198 NEW PERSPECTIVE FUND | AT COST | $73,944 | $68,193 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $13 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $40,605 | Amt |
| Net Investment Income | $40,605 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL TAXES PAID | $4,374 | |
| FOREIGN TAX PAID | $224 | $224 |
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