GAITHER CHARITABLE FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- GAITHER CHARITABLE FOUNDATION INC (EIN 35-2020501)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-07
- IRS object ID
- 201401279349101115
- Schema version
- 2013v3.0
- 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 Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-07T09:32:25-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 621471522 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAYBURN BATES & FITZGERALD PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5200 MARYLAND WAY SUITE 300 | AddressLine1 |
| City | BRENTWOOD | City |
| State | TN | State |
| ZIP Code | 37027 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GAIT | BusinessNameControlTxt |
| Phone | 3174754463 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 737 | AddressLine1 |
| City | ALEXANDRIA | City |
| State | IN | State |
| ZIP Code | 46001 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GINA BRISCO | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 7657248278 | PhoneNum |
| Signature | 2014-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | C THOMAS BATES | PreparerPersonNm |
| PTIN | P00443854 | PTIN |
| Phone | 6156617878 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,713,753 | 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 | $215,130 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $215,130 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $46,594 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,180,435 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $46,594 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $1,290 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $1,444 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | -$154 | GrossProfitRevAndExpnssAmt |
| Total Rev And Expnss | $261,570 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $261,724 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,720 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $60,859 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $60,859 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,263 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $392 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $66,842 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $61,251 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $408,915 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $408,915 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $475,757 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $61,251 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $408,915 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$214,187 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $200,473 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $154,392 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $29,867 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $29,867 | SavAndTempCashInvstEOYFMVAmt |
| Inventories BOY | $8,453 | InventoriesBOYAmt |
| Inventories EOY | $7,009 | InventoriesEOYAmt |
| Inventories EOYFMV | $7,009 | InventoriesEOYFMVAmt |
| Corporate Stock BOY | $6,147,866 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,675,889 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,675,889 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $988 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $988 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,310,711 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,713,753 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,713,753 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $10,321 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $10,321 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $6,300,390 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,713,753 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,300,390 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,713,753 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,310,711 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,713,753 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,300,390 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$214,187 | ExcessRevenueOverExpensesAmt |
| Other Increases | $627,550 | OtherIncreasesAmt |
| Subtotal | $6,713,753 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,713,753 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $1,180,435 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,133,841 | CostOrOtherBasisAmt |
| Gain Or Loss | $46,594 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $46,594 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $46,594 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $260,899 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,033,928 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043239 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $278,800 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,978,322 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046635 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $370,673 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,447,796 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.068041 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $204,681 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,838,885 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.042299 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $91,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,245,066 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.014572 | DistributionYr5Rt |
| Total Distribution | 0.214786 | TotalDistributionRt |
| Average Distribution | 0.042957 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,543,839 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $281,104 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,005 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $283,109 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $408,915 | 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 | $2,005 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,005 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,005 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,956 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,956 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,951 | OverpaymentAmt |
| Applied To ES Tax | $1,951 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GINA BRISCO | IndividualWithBooksNm |
| Phone | 7657248278 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 737 | AddressLine1 |
| City | ALEXANDRIA | City |
| State | IN | State |
| ZIP Code | 46001 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | PRESIDENT | 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 | SECRETARY | 1.00 | $0 | $0 | $0 |
| SUZANNE G JENNINGS | ||||||||
| 5188 WADDELL HOLLOW ROAD | FRANKLIN | TN | 37064 | 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,525,223 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $118,268 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,643,491 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,643,491 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $99,652 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,543,839 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $327,192 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $327,192 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,005 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,005 | TotalTaxAmt |
| Distributable Before Adj | $325,187 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $325,187 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $325,187 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $408,915 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $408,915 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,005 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $406,910 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $325,187 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $43,844 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $408,915 | QualifyingDistributionsAmt |
| Applied To Year1 | $43,844 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $325,187 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $39,884 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $39,884 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $39,884 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $39,884 | 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 | AddressLine1 |
| City | ALEXANDRIA | City |
| State | IN | State |
| ZIP Code | 46001 | ZIPCode |
| 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 (23 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANDERSON UNIVERSITY | |||||||
| 1100 E 5TH STREET | ANDERSON | IN | 46016 | N/A | UNIVERSITY | GENERAL SUPPORT | $300,000 |
| GOSPEL MUSIC TRUST | |||||||
| PO BOX 932 | BRENTWOOD | TN | 37024 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| ANDERSON SYMPHONY ORCHESTRA | |||||||
| 1124 MERIDIAN STREET | ANDERSON | IN | 46016 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $15,000 |
| ANDERSON SYMPHONY ORCHESTRA | |||||||
| 1124 MERIDIAN STREET | ANDERSON | IN | 46016 | N/A | PUBLIC CHARITY | STUDENT TICKETS | $1,000 |
| ST VINCENT ANDERSON REGIONAL HOSPITAL FOUNDATION | |||||||
| 2015 JACKSON STREET | ANDERSON | IN | 46016 | N/A | PUBLIC CHARITY | CHILDREN'S CLINIC | $1,000 |
| CHURCH STREET COMMONS | |||||||
| 116 E CHURCH STREET | ALEXANDRIA | IN | 46001 | N/A | PUBLIC CHARITY | OUTREACH MINISTRY | $5,000 |
| AFRICA ENDIGENOUS EVANGELICAL MISSION | |||||||
| PO BOX 175 | ANDERSON | IN | 46016 | N/A | PUBLIC CHARITY | ORPHANAGE / CHILDREN'S HOME | $2,500 |
| INDIANA WESLEYAN UNIVERSITY | |||||||
| 4201 S WASHINGTON ST | MARION | IN | 46053 | N/A | UNIVERSITY | GENERAL SUPPORT | $100 |
| ALEXANDRIA YOUTH LEAGUE INC | |||||||
| 1515 NORTH MADISON AVENUE | ANDERSON | IN | 46011 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| SHOW HOPE | |||||||
| PO BOX 647 | FRANKLIN | TN | 37065 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| 3201 N CR 600W | MUNCIE | IN | 47304 | N/A | PUBLIC CHARITY | CAMP SCHOLARSHIP | $940 |
| HELPING HANDS FREEDOM TRAILS | |||||||
| 153 S 150 E | BURLEY | ID | 83318 | N/A | PUBLIC CHARITY | SUMMER CAMP | $25 |
| OLIVET NAZARENE UNIVERSITY | |||||||
| ONE UNIVERSITY AVENUE | BOURBANNAIS | IL | 60914 | N/A | UNIVERSITY | ENDOWMENT | $1,500 |
| INDIANA SECTION AMERICAN WELDING SOCIETY | |||||||
| 550 NW LE JEUNE RD | MIAMI | FL | 33126 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| PARAMOUNT HERITAGE FOUNDATION | |||||||
| 1124 MERIDIAN PLAZA | ANDERSON | IN | 46016 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 |
| RECTOR HIGH SCHOOL HELPING HANDS FOUNDATION | |||||||
| PO BOX 8 | RECTOR | AR | 72461 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| MEALS ON WHEELS OF HAMILTON COUNTY | |||||||
| 395 WESTFIELD RD STE 601A | NOBLESVILLE | IN | 46060 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $250 |
| YOUNG ENTEREPRENEURS ACADEMY | |||||||
| 2701 ENTERPRISE DR STE 100 | ANDERSON | IN | 46013 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 |
| CORPORATION FOR ECONOMIC DEVELOPMENT | |||||||
| 2701 ENTERPRISE DR STE 100 | ANDERSON | IN | 46013 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 |
| CORPORATION FOR ECONOMIC DEVELOPMENT | |||||||
| 2701 ENTERPRISE DR STE 100 | ANDERSON | IN | 46013 | N/A | PUBLIC CHARITY | SCHOLARSHIP PROGRAM | $1,000 |
| HIGHER LEVEL SPORTS | |||||||
| 8309 N YELLOWSTONE DRIVE | MUNCIE | IN | 47303 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $100 |
| WHEELER MISSION MINISTRIES | |||||||
| PO BOX 3085 | INDIANAPOLIS | IN | 46206 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $50,000 |
| INDIANAPOLIS CHILDREN'S CHOIR | |||||||
| 4600 SUNSET AVE | INDIANAPOLIS | IN | 46208 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $408,915 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $215,130 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $46,594 | ExclusionAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$154 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $261,724 | ExclusionAmt |
| Related Or Exempt Function Incm | -$154 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $261,570 | 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 | SALE OF BOOKS 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 | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND TAX SERVICES | CategoryTxt |
| Amt | $1,720 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | UBS INVESTMENTS | StockNm |
| EOY Book Value | $6,675,889 | EOYBookValueAmt |
| EOYFMV | $6,675,889 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTERCOMPANY RECEIVABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $988 | EOYBookValueAmt |
| EOYFMV | $988 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CHANGE IN MKT VALUE OF INVESTMENTS | Description |
| Amount | $627,550 | Amount |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTERCOMPANY PAYABLE | Desc |
| BOY Book Value | $10,321 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $60,859 | Amt |
| Net Investment Income | $60,859 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN INCOME TAX ON DIVIDENDS | $392 | $392 | $0 |
| FEDERAL INCOME TAX | $3,871 | $0 | $0 |
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