BIRK FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BIRK FOUNDATION (EIN 20-0464855)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-13
- IRS object ID
- 201421339349101357
- 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
- Investments Other Schedule2
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-13T10:19:28-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 351515068 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONROE SHINE & CO INC CPA'S | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1407 | AddressLine1 |
| City | NEW ALBANY | City |
| State | IN | State |
| ZIP Code | 471511407 | 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 | 200464855 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BIRK FOUNDATION CO F JAMES WALKER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BIRK | BusinessNameControlTxt |
| Phone | 5029058888 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6702 LONGVIEW BEACH ROAD | AddressLine1 |
| City | JEFFERSONVILLE | City |
| State | IN | State |
| ZIP Code | 471308434 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | F JAMES WALKER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5029058888 | PhoneNum |
| Signature | 2014-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | S B SHAW | PreparerPersonNm |
| PTIN | P00075273 | PTIN |
| Phone | 8129452311 | 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 | $1,141,071 | 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 | $20,740 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,740 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $54,356 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $148,779 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $54,356 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $75,096 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $75,096 | 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 | $1,535 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $423 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,958 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $37,685 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $37,685 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $39,643 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $37,685 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $35,453 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $75,096 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $546 | CashEOYAmt |
| Cash EOYFMV | $546 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $59,556 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $28,606 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $28,606 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $30,009 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $25,500 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $856,705 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $892,553 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,086,419 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $916,261 | TotalAssetsBOYAmt |
| Total Assets EOY | $951,714 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,141,071 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | 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 | $916,261 | RetainedEarningBOYAmt |
| Retained Earning EOY | $951,714 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $916,261 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $951,714 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $916,261 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $951,714 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $916,261 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $35,453 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $951,714 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $951,714 | 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 |
|---|---|---|---|---|---|---|---|
| AMERICAN EXPRESS CR CORP | P | 2008-11-02 | 2013-05-02 | $25,000 | $24,772 | $228 | $228 |
| FEDERATED WORLD GROWTH | P | 2013-01-09 | 2013-01-09 | $5,000 | $5,000 | $0 | $0 |
| FEDERATED WORLD GROWTH | P | 2013-02-01 | 2013-02-01 | $325 | $325 | $0 | $0 |
| FEDERATED WORLD GROWTH | P | 2013-05-14 | 2013-05-14 | $550 | $550 | $0 | $0 |
| FEDERATED WORLD GROWTH | P | 2013-05-23 | 2013-05-23 | $72 | $72 | $0 | $0 |
| FEDERATED WORLD GROWTH | P | 2013-05-29 | 2013-05-29 | $30,009 | $30,009 | $0 | $0 |
| FEDERATED WORLD GROWTH | P | 2013-06-11 | 2013-06-11 | $5,000 | $5,000 | $0 | $0 |
| FEDERATED WORLD GROWTH | P | 2013-06-20 | 2013-06-20 | $1,235 | $1,235 | $0 | $0 |
| FEDERATED WORLD GROWTH | P | 2013-07-15 | 2013-07-15 | $26,110 | $26,110 | $0 | $0 |
| FEDERATED WORLD GROWTH | P | 2013-10-11 | 2013-10-11 | $350 | $350 | $0 | $0 |
| FEDERATED WORLD GROWTH | P | 2013-12-27 | 2013-12-27 | $1,000 | $1,000 | $0 | $0 |
| CAPITAL GAINS DIVIDENDS | P | $54,128 | $54,128 | $54,128 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $54,356 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $81,303 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $950,931 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.085498 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $56,425 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $979,741 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.057592 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $48,666 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $934,326 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052087 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $96,659 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $843,363 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.114611 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $58,322 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,109,337 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052574 | DistributionYr5Rt |
| Total Distribution | 0.362362 | TotalDistributionRt |
| Average Distribution | 0.072472 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,040,571 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $75,412 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $751 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $76,163 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $37,685 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,502 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,502 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,502 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $518 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $518 | TotalPaymentsAndCreditsAmt |
| Tax Due | $984 | TaxDueAmt |
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 | F JAMES WALKER | IndividualWithBooksNm |
| Phone | 5029058888 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36 S WASHINGTON DR | AddressLine1 |
| City | SARASOTA | City |
| State | FL | State |
| ZIP Code | 34236 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| F JAMES WALKER | ||||||||
| 36 S WASHINGTON DRIVE | SARASOTA | FL | 34236 | TRUSTEE, ADVISOR COMMITTEE | 0.00 | $0 | $0 | $0 |
| MERRITT K ALCORN | ||||||||
| ONE WEST SIXTH STREET | MADISON | IN | 47250 | ADVISOR COMMITTEE | 0.00 | $0 | $0 | $0 |
| PATRICIA BERSCH | ||||||||
| 601 EAST WALNUT STREET | MADISON | IN | 47250 | ADVISOR COMMITTEE | 0.00 | $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 | $1,016,476 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $39,941 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,056,417 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,056,417 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,846 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,040,571 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $52,029 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $52,029 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,502 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,502 | TotalTaxAmt |
| Distributable Before Adj | $50,527 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $50,527 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $50,527 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $37,685 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $37,685 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $37,685 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $50,527 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,049 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $55,049 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,416 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $8,157 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $34,160 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $103,831 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $37,685 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $37,685 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $12,842 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $12,842 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $90,989 | 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 | $90,989 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $46,256 | ExcessFromYear4Amt |
| Excess From Year3 | $2,416 | ExcessFromYear3Amt |
| Excess From Year2 | $8,157 | ExcessFromYear2Amt |
| Excess From Year1 | $34,160 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| GIRLS INCORPORATED OF JEFFERSON COUNTY | |||||||
| 109 W 3RD ST | MADISON | IN | 47250 | NONE | EXEMPT | TO FURTHER EXEMPT PURPOSE | $6,575 |
| POPE JOHN XXIII ELEMENTARY SCHOOL | |||||||
| 221 W STATE ST | MADISON | IN | 47250 | NONE | EXEMPT | TO FURTHER EXEMPT PURPOSE | $31,110 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $37,685 | 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 | 18 | ExclusionCd |
| Exclusion | $20,740 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $54,356 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $75,096 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $75,096 | TotalIncomeProducingActyAmt |
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 | PROFESSIONAL SERVICES | CategoryTxt |
| Amt | $1,535 | 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 | CORPORATE STOCK | StockNm |
| EOY Book Value | $30,009 | EOYBookValueAmt |
| EOYFMV | $25,500 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $892,553 | BookValueAmt |
| EOYFMV | $1,086,419 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE SUPPLIES | Desc |
| Revenue And Expenses Per Books | $423 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |