VISION IN MISSION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- VISION IN MISSION INC (EIN 20-1322123)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-12
- IRS object ID
- 201521329349102367
- Schema version
- 2014v5.0
- 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
- Depreciation Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-12T15:06:01-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | VIMI | BusinessNameControlTxt |
| Phone | 2607684016 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 0985 North 900 West | AddressLine1Txt |
| Address Line2 | Suite | AddressLine2Txt |
| 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 | 2015-05-06 | 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 | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,413,712 | 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 | $1,500,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $159,800 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $159,800 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $30,489 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $158,628 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $30,489 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,690,289 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $190,289 | 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 | $25,652 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $25,652 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $12,205 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $210 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $7 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $40,964 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,412 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,550 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $35,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $35,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $75,964 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,412 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $36,550 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,614,325 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $162,877 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $88,332 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $111,177 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $111,177 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $2,473,488 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,064,968 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,302,535 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,561,820 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,176,145 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,413,712 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $2,561,820 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,176,145 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,561,820 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,176,145 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,561,820 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,176,145 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,561,820 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,614,325 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,176,145 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,176,145 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 141.391 BARON SMALL CAP | P | 2012-01-01 | 2014-08-21 | $4,997 | $4,005 | $992 | $992 |
| 196.003 CAPITAL WORLD GROWTH & INCOME | P | 2012-01-01 | 2014-08-21 | $9,279 | $7,557 | $1,722 | $1,722 |
| 1311.935 COLUMBIA MID CAP VALUE | P | 2012-01-01 | 2014-08-21 | $24,258 | $21,195 | $3,063 | $3,063 |
| 322.204 DODGE & COX INTL STOCK | P | 2012-01-01 | 2014-08-21 | $15,024 | $11,818 | $3,206 | $3,206 |
| 95.970 DEUTSCHE SMALL CAP VALUE INSTL | P | 2012-01-01 | 2014-08-21 | $2,697 | $3,331 | -$634 | -$634 |
| 551.692 INVESTMENT CO OF AMERICA | P | 2012-01-01 | 2014-08-21 | $22,018 | $17,565 | $4,453 | $4,453 |
| 813.129 T ROWE PRICE INSTL LRGE CP GR | P | 2013-06-06 | 2014-08-21 | $23,312 | $17,273 | $6,039 | $6,039 |
| 339.551 HARBOR CAPITAL APPRECIATION | P | 2012-01-01 | 2014-08-21 | $20,621 | $15,191 | $5,430 | $5,430 |
| 311.974 MFS MASSACHUSETTS INV TRUST | P | 2012-01-01 | 2014-08-21 | $8,894 | $7,033 | $1,861 | $1,861 |
| 534.119 OPPENHEIMER RISING DIVIDEND | P | 2012-01-01 | 2014-08-21 | $11,468 | $10,077 | $1,391 | $1,391 |
| 22.173 OPPENHEIMER INTL GROWTH | P | 2013-01-29 | 2014-08-21 | $839 | $717 | $122 | $122 |
| 441.699 T ROWE PRICE EQUITY INCOME | P | 2012-01-01 | 2014-08-21 | $15,221 | $12,377 | $2,844 | $2,844 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $30,489 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $80,963 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,539,744 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.031878 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $275,449 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,612,041 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.105454 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $43,965 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,561,973 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.017161 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $634,104 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.0 | DistributionYr4Rt |
| Total Distribution | 0.154493 | TotalDistributionRt |
| Average Distribution | 0.038623 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,884,141 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $111,394 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,629 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $113,023 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $36,550 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,258 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,258 | SubtotalAmt |
| Tax Based On Investment Income | $3,258 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,500 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,500 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $16 | EsPenaltyAmt |
| Tax Due | $774 | TaxDueAmt |
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 | $2,869,654 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $58,408 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,928,062 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,928,062 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $43,921 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,884,141 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $144,207 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $144,207 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,258 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,258 | TotalTaxAmt |
| Distributable Before Adj | $140,949 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $140,949 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $140,949 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $36,550 | 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 | $36,550 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $36,550 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $140,949 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $3,834 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $3,834 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $36,550 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $36,550 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $3,834 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $3,834 | ExcessDistributionCyovAppCYAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $100,565 | UndistributedIncomeCYAmt |
| 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 (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Youth for ChristUSA Inc | ||||||||
| PO Box 4478 | Englewood | CO | 80155 | none | PC | Charitable | $1,000 | |
| Center for the Homeless | ||||||||
| 813 S Michigan Street | South Bend | IN | 46601 | none | PC | charitable | $5,000 | |
| 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 | |
| Greencroft Communities | ||||||||
| 1721 Greencroft Blvd | Goshen | IN | 46527 | none | PC | Charitable | $2,500 | PO Box 819 |
| Crossroads Farm | ||||||||
| 5520 W Card Road | Reading | MI | 49274 | none | PC | Charitable | $10,000 | |
| Five Star Life | ||||||||
| 2204 California Rd | Elkhart | IN | 46514 | none | PC | charitable | $4,500 | |
| FIMRC | ||||||||
| 1518 Walnut St | Philadelphia | PA | 19102 | none | PC | charitable | $500 | Suite 1504 |
| Students International | ||||||||
| PO Box 2733 | Visalia | CA | 93279 | none | PC | charitable | $1,000 | |
| Elkhart Christian Academy | ||||||||
| 25943 County Road 22 | Elkhart | IN | 46517 | none | PC | charitable | $5,000 | |
| Granger Community Church | ||||||||
| 2701 East Bristol St | Elkhart | IN | 46514 | none | PC | Charitable | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $35,000 | 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 | $159,800 | 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 | $30,489 | 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 | $190,289 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $190,289 | 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 | $1,500,000 | 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 (30 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 2289.00 SHS APPLE INC | AT COST | $196,952 | $294,045 |
| 260.00 SHS ALASKA AIR GROUP IN | AT COST | $12,209 | $16,549 |
| 1538.022 SHS BARON SMALL CAP | AT COST | $72,584 | $82,116 |
| 27387.48 SHS BRIDGE BLDR BOND | AT COST | $498,198 | $504,323 |
| 2062.396 SHS CAPITAL WORLD BON | AT COST | $80,820 | $77,389 |
| 2772.53 SHS CAPITAL WORLD GROW | AT COST | $177,878 | $199,146 |
| 7377.44 SHS COLUMBIA MID CAP | AT COST | $192,867 | $202,450 |
| 7682.58 SHS CREDIT SUISSE COMM | AT COST | $134,160 | $111,740 |
| 4668.19 SHS DODGE & COX INCOME | AT COST | $117,371 | $116,784 |
| 3515.79 SHS DODGE & COX INTL | AT COST | $222,680 | $240,392 |
| 1832.98 SHS DEUTSCHE SMALL CAP | AT COST | $98,184 | $82,625 |
| 1959.94 SHS HARBOR CAPITAL APP | AT COST | $139,606 | $160,740 |
| 3496.4 SHS ING GLOBAL REAL ES | AT COST | $0 | $0 |
| 2000.00 SHS INTEL CORPORATION | AT COST | $54,167 | $66,500 |
| 3623.8 SHS INVESTMENT CO AMER | AT COST | $188,722 | $200,421 |
| 21284 SHS JP MORGAN FED MON | AT COST | $0 | $0 |
| 5349.21 SHS LOOMIS SAYLES INV | AT COST | $122,232 | $117,673 |
| 14633.7 SHS MAINSTAY HIGH YIE | AT COST | $163,538 | $158,976 |
| 2891.96 SHS MASS. INV TRUST | AT COST | $107,397 | $121,386 |
| 5179.12 SHS MFS RESEARCH INTL | AT COST | $156,261 | $158,258 |
| 1160.32 SHS NEW WORLD | AT COST | $123,839 | $119,531 |
| 3293.95 SHS OPPENHEIMER INTL G | AT COST | $189,149 | $198,403 |
| 6263.35 SHS OPPENHEIMER RISING | AT COST | $189,332 | $202,105 |
| 5963.44 SHS PIMCO TOTAL RETURN | AT COST | $118,296 | $116,578 |
| 1000.00 SHS POTASH CORP OF SAS | AT COST | $41,087 | $35,900 |
| 4703.14 SHS T. ROWE PRICE EQUI | AT COST | $218,621 | $243,232 |
| 4250.05 SHS T ROWE PRICE INSTL | AT COST | $141,088 | $161,256 |
| 6767.75 SHS T. ROWE PRICE NEW | AT COST | $117,799 | $116,729 |
| 3133.46 SHS TEMPLTEON GLOBAL B | AT COST | $79,445 | $78,675 |
| 20.32 SHS VOYA GLBL REAL ESTAT | AT COST | $110,486 | $118,613 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REGISTRATION FEES | Desc |
| Revenue And Expenses Per Books | $7 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $25,652 | Amt |
| Net Investment Income | $25,652 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL TAXES PAID | $11,995 | |
| FOREIGN TAX PAID | $210 | $210 |
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