YUNKER FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- YUNKER FOUNDATION INC (EIN 35-6041203)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-12
- IRS object ID
- 201401329349100120
- Schema version
- 2013v3.1
- 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
- Accounting Fees Schedule
- Compensation Explanation
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-12T08:01:50-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCKAY ACCOUNTING SERVICE | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 412 E MAIN ST | AddressLine1 |
| City | MADISON | City |
| State | IN | State |
| ZIP Code | 472503539 | 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 | 356041203 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE YUNKER FOUNDATION INC | BusinessNameLine1 |
| Business Name Line2 | C/O DOLORES J SPOONMORE | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | YUNK | BusinessNameControlTxt |
| Phone | 8122731426 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1838 GULLION DRIVE | AddressLine1 |
| City | MADISON | City |
| State | IN | State |
| ZIP Code | 47250 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN M MUESSEL | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 8122731426 | PhoneNum |
| Signature | 2014-04-25 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHARLES J MCKAY | PreparerPersonNm |
| PTIN | P00303870 | PTIN |
| Phone | 8122654623 | PhoneNum |
| Preparation | 2014-04-22 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $2,923,157 | 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 |
| Interest On Sav Rev And Expnss | $79 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $79 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $63,613 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $59,238 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $50,655 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $209,210 | GrossSalesPriceAmt |
| Total Rev And Expnss | $114,347 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $59,317 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,200 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $900 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $300 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $350 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $350 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,536 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $13,718 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13,718 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $17,154 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,968 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $650 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $124,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $124,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $141,154 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,968 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $124,650 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$26,807 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $44,349 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $160,529 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $45,591 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $45,591 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $833,166 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $979,853 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $889,495 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,079,088 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,020,533 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,988,071 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,072,783 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,045,977 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,923,157 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,072,781 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,045,976 | CapitalStockEOYAmt |
| Retained Earning BOY | $2 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,072,783 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,045,977 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,072,783 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,045,977 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,072,783 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$26,807 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1 | OtherIncreasesAmt |
| Subtotal | $2,045,977 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,045,977 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $186,172 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,071,791 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.089860 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $82,350 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,119,772 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.038849 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $132,800 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,180,655 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.060899 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $165,047 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,269,811 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.072714 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $215,706 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,724,260 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.079180 | DistributionYr5Rt |
| Total Distribution | 0.341502 | TotalDistributionRt |
| Average Distribution | 0.068300 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,738,671 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $187,051 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $443 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $187,494 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $124,650 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $887 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $887 | SubtotalAmt |
| Tax Based On Investment Income | $887 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,228 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,228 | TotalPaymentsAndCreditsAmt |
| Overpayment | $341 | OverpaymentAmt |
| Applied To ES Tax | $341 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DOLORES J SPOONMORE | IndividualWithBooksNm |
| Phone | 8122731426 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1838 GULLION DR | AddressLine1 |
| City | MADISON | City |
| State | IN | State |
| ZIP Code | 47250 | ZIPCode |
| 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 (5 entries)
| Address Line1USAddress/AddressLine1 | Address Line2USAddress/AddressLine2 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| FR CHRIS CRAIG | |||||||||
| 413 EAST 2ND STREET | 413 EAST 2ND STREET | MADISON | IN | 47250 | VICE-CHAIRMA | 1.00 | $0 | $0 | $0 |
| JOHN MUESSEL | |||||||||
| 411 BROADWAY STREET | 411 BROADWAY STREET | MADISON | IN | 47250 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| DOLORES SPOONMORE | |||||||||
| 1838 GULLION DRIVE | 1838 GULLION DRIVE | MADISON | IN | 47250 | SECRETARY-TR | 4.00 | $1,200 | $0 | $0 |
| DR RALPH PRATT | |||||||||
| 2325 BLACKMORE STREET | 2325 BLACKMORE STREET | MADISON | IN | 47250 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LONNIE COLLINS | |||||||||
| 150 ROCKWOOD BLVD | 150 ROCKWOOD BLVD | MADISON | IN | 47250 | DIRECTOR | 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 | $2,677,317 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $103,060 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,780,377 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,780,377 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $41,706 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,738,671 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $136,934 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $136,934 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $887 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $887 | TotalTaxAmt |
| Distributable Before Adj | $136,047 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $136,047 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $136,047 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $124,650 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $124,650 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $124,650 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $136,047 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $79,755 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $53,022 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $24,712 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $85,038 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $242,527 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $124,650 | QualifyingDistributionsAmt |
| Applied To Current Year | $124,650 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $11,397 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $11,397 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $231,130 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $68,358 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $162,772 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $53,022 | ExcessFromYear4Amt |
| Excess From Year3 | $24,712 | ExcessFromYear3Amt |
| Excess From Year1 | $85,038 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOHN MUESSEL THE YUNKER FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 411 BROADWAY STREET | AddressLine1 |
| City | MADISON | City |
| State | IN | State |
| ZIP Code | 47250 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8122656140 | RecipientPhoneNum |
| Form And Info And Materials | SUBMIT A LETTER DESCRIBING THE NEED, PURPOSE, AND AMOUNT REQUESTED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | 90 DAYS BEFORE THE ANNUAL BOARD OF DIRECTORS MEETING IN JULY. | SubmissionDeadlinesTxt |
| Restrictions On Awards | RECIPIENTS MUST BE RELIGIOUS, EDUCATIONAL, OR OTHER CHARITABLE ORGANIZATION OPERATING IN JEFFERSON COUNTY, INDIANA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BIG BROTHERS BIG SISTERS | |||||||
| 411 W MAIN STREET | MADISON | IN | 47250 | N/A | PUBLIC | GENERAL DONATION | $1,000 |
| GIRLS INCORPORATED | |||||||
| 109 W THIRD ST | MADISON | IN | 47250 | N/A | PUBLIC | GENERAL DONATION | $4,000 |
| HOOSIER HILLS BOY SCOUTS | |||||||
| 5625 EAST ST RD 46 | BLOOMINGTON | IN | 47401 | N/A | PUBLIC | GENERAL DONATION | $500 |
| JEFFESON COUNTY UNITED WAY | |||||||
| 301 E MAIN ST | MADISON | IN | 47250 | N/A | PUBLIC | GENERAL DONATION | $4,500 |
| KENTUCKIANA GIRL SCOUT COUNCIL | |||||||
| PO BOX 32335 | LOUISVILLE | KY | 40232 | N/A | PUBLIC | GENERAL CONTRIBUTION | $1,000 |
| LIDE WHITE MEMORIAL BOYSGIRLS CLUB | |||||||
| 1551 MSH NORTHGATE ROAD | MADISON | IN | 47250 | N/A | PUBLIC | GENERAL DONATION | $4,000 |
| SALVATION ARMY | |||||||
| 331 E MAIN ST | MADISON | IN | 47250 | N/A | PUBLIC | GENERAL DONATION | $4,000 |
| SHAWE MEMEORIAL HIGH SCHOOL | |||||||
| 201 STATE ST | MADISON | IN | 47250 | N/A | PUBLIC | SCHOLARSHIP | $20,000 |
| PRINCE OF PEACE SCHOOLS | |||||||
| 201 STATE ST | MADISON | IN | 47250 | N/A | PUBLIC | GENERAL DONATION | $50,000 |
| ULSTER PROJECT CATHOLIC COMMUNITY | |||||||
| 305 W STATE ST | MADISON | IN | 47250 | N/A | PUBLIC | GENERAL DONATION | $2,000 |
| LEGACY FOR OUR MISSION | |||||||
| 305 W STATE ST | MADISON | IN | 47250 | N/A | PUBLIC | GENERAL DONATION | $30,000 |
| DAVID STRANGE-PURDUE UNIV | |||||||
| 202 M AYWOOD LANE | MADISON | IN | 47250 | N/A | PUBLIC | SCHOLARSHIP | $1,500 |
| JOSEPH NCHIA-HILLSDALE COLLEGE | |||||||
| 1421 CHEROKEE COURT | MADISON | IN | 47250 | N/A | PUBLIC | SCHOLARSHIP | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $124,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $79 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $63,613 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $50,655 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $63,692 | ExclusionAmt |
| Related Or Exempt Function Incm | $50,655 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $114,347 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $700 | Amt |
| Net Investment Income | $350 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $350 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (5 entries)
| FR CHRIS CRAIG |
| JOHN MUESSEL |
| DOLORES SPOONMORE |
| DR RALPH PRATT |
| LONNIE COLLINS |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| FEDERAL HOME LOAN BANK | 2012-02 | PURCHASE | 2013-02 | $100,000 | $100,000 | |
| STANDARD & POORS | 2002-09 | PURCHASE | 2013-04 | $109,210 | $58,555 | $50,655 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | RIVCO/RIVER VALLEY BANK | StockNm |
| EOY Book Value | $1,020,533 | EOYBookValueAmt |
| EOYFMV | $1,988,071 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT AGENCY FEES | $13,078 | $13,078 |
| ANNUAL LICENSE FEE | $10 | $10 |
| NEWSPAPER NOTICE COST | $16 | $16 |
| INSURANCE PREMIUM | $605 | $605 |
| POSTAGE | $9 | $9 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ROUNDING | Description |
| Amount | $1 | Amount |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $1,536 | Amt |
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