GAITHER CHARITABLE FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- GAITHER CHARITABLE FOUNDATION INC (EIN 35-2020501)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-04
- IRS object ID
- 201543089349100634
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Sales Of Inventory List
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-04T17:48:55-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | PersonTitleTxt |
| Phone | 7657248278 | PhoneNum |
| Signature | 2015-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | C THOMAS BATES CPA | PreparerPersonNm |
| PTIN | P00443854 | PTIN |
| Phone | 6153733771 | PhoneNum |
| Preparation | 2015-11-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,692,880 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $237,045 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $237,045 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $319,577 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,245,664 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $319,577 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $833 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $823 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $10 | GrossProfitRevAndExpnssAmt |
| Total Rev And Expnss | $556,632 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $556,622 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $4,280 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $64,690 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $64,690 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $21 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $21 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $327 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $270 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $69,318 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $64,981 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $344,945 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $344,945 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $414,263 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $64,981 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $344,945 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $142,369 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $491,641 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $29,867 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $585 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $585 | SavAndTempCashInvstEOYFMVAmt |
| Inventories BOY | $7,009 | InventoriesBOYAmt |
| Inventories EOY | $6,186 | InventoriesEOYAmt |
| Inventories EOYFMV | $6,186 | InventoriesEOYFMVAmt |
| Corporate Stock BOY | $6,675,889 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,684,288 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,684,288 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $988 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,821 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,821 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,713,753 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,692,880 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,692,880 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $6,713,753 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,692,880 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,713,753 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,692,880 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,713,753 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,692,880 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,713,753 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $142,369 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,856,122 | SubtotalAmt |
| Other Decreases | $163,242 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,692,880 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| UBS | P | 2013-08-30 | 2014-08-05 | $23,055 | $23,112 | -$57 | -$57 |
| UBS | P | 2013-01-25 | 2014-08-05 | $1,222,609 | $902,975 | $319,634 | $319,634 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $319,577 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $406,910 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,543,839 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.062182 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $260,899 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,033,928 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043239 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $278,800 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,978,322 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046635 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $370,673 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,447,796 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.068041 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $204,681 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,838,885 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.042299 | DistributionYr5Rt |
| Total Distribution | 0.262396 | TotalDistributionRt |
| Average Distribution | 0.052479 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,705,657 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $351,906 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,916 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $356,822 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $344,945 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,833 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,833 | SubtotalAmt |
| Tax Based On Investment Income | $9,833 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,008 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $1,500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $3,508 | TotalPaymentsAndCreditsAmt |
| Tax Due | $6,325 | 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 | GINA BRISCO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 1.00 | $0 | $0 | $0 |
| GLORIA L GAITHER | ||||||||
| PO BOX 737 | ALEXANDRIA | IN | 46001 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BARRY W JENNINGS | ||||||||
| 5188 WADDELL HOLLOW ROAD | FRANKLIN | TN | 37064 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| GINA BRISCO | ||||||||
| PO BOX 737 | ALEXANDRIA | IN | 46001 | SECRETARY/TR | 1.00 | $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 | $6,795,730 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $12,044 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,807,774 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $6,807,774 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $102,117 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,705,657 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $335,283 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $335,283 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,833 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,833 | TotalTaxAmt |
| Distributable Before Adj | $325,450 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $325,450 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $325,450 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $344,945 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $344,945 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $344,945 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $325,450 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $39,884 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $39,884 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $344,945 | QualifyingDistributionsAmt |
| Applied To Current Year | $325,450 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $19,495 | RemainingDistriFromCorpusAmt |
| Total Corpus | $59,379 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $59,379 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $39,884 | ExcessFromYear1Amt |
| Excess From Current Year | $19,495 | ExcessFromCurrentYearAmt |
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 (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANDERSON UNIVERSITY | |||||||
| 1100 E 5TH STREET | ANDERSON | IN | 46016 | N/A | UNIVERSITY | GENERAL SUPPORT | $250,000 |
| UNITED WAY OF MADISON COUNTY | |||||||
| 1201 E 5TH ST | ANDERSON | IN | 46015 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $2,000 |
| ANDERSON SYMPHONY ORCHEST | |||||||
| 1124 MERIDIAN STREET | ANDERSON | IN | 46016 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $15,000 |
| ST JOHNS FOUNDATION | |||||||
| 2015 JACKSON STREET | ANDERSON | IN | 46016 | N/A | PUBLIC CHARI | CHILDREN'S CLINIC | $1,000 |
| CHURCH ST COMMONS | |||||||
| 116 E CHURCH STREET | ALEXANDRIA | IN | 46001 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $3,000 |
| COMMUNITY HOSPITAL ANDERSON FNDN | |||||||
| 1515 NORTH MADISON AVE | ANDERSON | IN | 46011 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $5,000 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| 8701 LEEDS ROAD | KANSAS CITY | MO | 64129 | N/A | PUBLIC CHARI | CAMP SCHOLARSHIP | $855 |
| HIGHER LEVEL SPORTS | |||||||
| 8309 N YELLOWSTONE DRIVE | MUNCIE | IN | 47303 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $5,000 |
| THE DALE BROWN FOUNDATION | |||||||
| 737 HIGHLANDIA DIRVE | BATON ROUGE | LA | 70810 | N/A | PUBLIC CHARI | EDUCATION FUND | $2,500 |
| MADISON CNTY COMMUNITY FNDN | |||||||
| 1100 E 5TH ST | ANDERSON | IN | 46012 | N/A | PUBLIC CHARI | SCHOLARSHIP | $4,500 |
| MADISON CNTY COMMUNITY FNDN | |||||||
| 1100 E 5TH ST | ANDERSON | IN | 46012 | N/A | PUBLIC CHARI | JOHNNY WILSON PROJECT | $2,000 |
| BEAUTY FOR ASHES TRANSITIONAL HOME | |||||||
| 216 WASHINGTON STREET | ALEXANDRIA | IN | 46001 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $500 |
| ALEXANDRIA COMMUNITY CENTER | |||||||
| 315 HARRISON STREET | ALEXANDRIA | IN | 46001 | N/A | PUBLIC CHARI | SUMMER PROGRAMS | $2,500 |
| STAMPS BAXTER SCHOOL OF MUSIC | |||||||
| PO BOX 40201 | NASHVILLE | TN | 37204 | N/A | PUBLIC CHARI | SCHOLARSHIP | $1,000 |
| THE COMMONS THEATER | |||||||
| 204 W CHURCH STREET | ALEXANDRIA | IN | 46001 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $500 |
| MAN 4 MAN MINISTRIES | |||||||
| 415 MAIN STREET | ANDERSON | IN | 46015 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $10,000 |
| ST MARY SCHOOL | |||||||
| 820 WEST MADISON STREET | ALEXANDRIA | IN | 46001 | N/A | PUBLIC CHARI | PRE-KINDERGARTEN CLASS | $4,000 |
| INDIANA PROSPECTS BASEBALL ORG | |||||||
| 410 W MONROE STREET | ALEXANDRIA | IN | 46001 | N/A | PUBLIC CHARI | SCHOLARSHIP | $500 |
| THE PARAMOUNT THEATER | |||||||
| 1124 MERIDIAN PLAZA | ANDERSON | IN | 46016 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $5,000 |
| STAMPS BAXTER SCHOOL OF MUSIC | |||||||
| PO BOX 40201 | NASHVILLE | TN | 37204 | N/A | PUBLIC CHARI | MEMORIAL GIFT | $100 |
| TWIN CITY WE CARE | |||||||
| 505 E S F STREET | GAS CITY | IN | 46933 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $100 |
| ORANGEHAUS MUSIC BUSINESS CAMP | |||||||
| 1100 E 5TH STREET | ANDERSON | IN | 46012 | N/A | UNIVERSITY | SCHOLARSHIP | $1,390 |
| LEADERSHIP ACADEMY OF MADISON CNTY | |||||||
| 1100 E 5TH STREET | ANDERSON | IN | 46012 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $2,000 |
| MISSION HAITI MEDICAL | |||||||
| PO BOX 2252 | ANDERSON | IN | 46018 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $1,000 |
| LIBERTY CHRISTIAN SCHOOL | |||||||
| 2025 HILLCREST DRIVE | ANDERSON | IN | 46012 | N/A | SCHOOL | GENERAL SUPPORT | $25,000 |
| HOPE PREGNANCY & HEALTH CENTER | |||||||
| PO BOX 161 | ANDERSON | IN | 46015 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $344,945 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $237,045 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $319,577 | ExclusionAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $10 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $556,622 | ExclusionAmt |
| Related Or Exempt Function Incm | $10 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $556,632 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND TAX SERVICES | CategoryTxt |
| Amt | $4,280 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | UBS INVESTMENTS | StockNm |
| EOY Book Value | $6,684,288 | EOYBookValueAmt |
| EOYFMV | $6,684,288 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTERCOMPANY RECEIVABLE | Desc |
| BOY Book Value | $988 | BOYBookValueAmt |
| EOY Book Value | $1,821 | EOYBookValueAmt |
| EOYFMV | $1,821 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN MKT VAL OF INVESTMTS | Desc |
| Amt | $163,242 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $64,690 | Amt |
| Net Investment Income | $64,690 | NetInvestmentIncomeAmt |
Sales Of Inventory List SalesOfInventoryList
Inventory Sale InventorySaleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SALE OF BOOKS | CategoryTxt |
| Gross Sales | $833 | GrossSalesAmt |
| Cost Of Goods Sold | $823 | CostOfGoodsSoldAmt |
| Net | $10 | NetAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN INCOME TAX ON DIVIDENDS | $270 | $270 |
| FEDERAL INCOME TAX | $57 |
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