FURP.ORG / PUBLIC DATA EXPLORER

INDIANA MASONIC HOME FOUNDATION INCORPORATED: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
INDIANA MASONIC HOME FOUNDATION INCORPORATED (EIN 35-1091997)
Tax period
2013-04-01 to 2014-03-31
Filed
2014-11-13
IRS object ID
201423179349300807
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 ReturnHeader

FieldValueIRS element (for citing)
Return2014-11-13T06:58:42-06:00ReturnTs
Tax Period End2014-03-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN352123203PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KSM BUSINESS SERVICES INCBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 40857AddressLine1
CityINDIANAPOLISCity
StateINState
ZIP Code462400857ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-04-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN351091997EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1INDIANA MASONIC HOME FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlINDIBusinessNameControlTxt
Phone3176379582PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1525 N ILLINOIS ST PO BOX 44210AddressLine1
CityINDIANAPOLISCity
StateINState
ZIP Code462440210ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGEORGE E GALYEANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3176379582PhoneNum
Signature2014-11-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSCOTT A SCHUSTERPreparerPersonNm
PTINP00019243PTIN
Phone3175802000PhoneNum
Preparation2014-10-22PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerGEORGE E GALYEANPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1525 N ILLINOIS STAddressLine1
CityINDIANAPOLISCity
StateINState
ZIP Code46244ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$29,112,847GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.IMHF.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1935FormationYr
Legal Domicile StateINLegalDomicileStateCd
Activity Or MissionTO SUPPORT THE INDIANA MASONIC HOMEActivityOrMissionDesc
Voting Members Governing Body12VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee8TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,557,866PYContributionsGrantsAmt
CY Contributions Grants$747,575CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$6,258,859PYInvestmentIncomeAmt
CY Investment Income$11,823,470CYInvestmentIncomeAmt
PY Other Revenue$17,950PYOtherRevenueAmt
CY Other Revenue$18,980CYOtherRevenueAmt
PY Total Revenue$7,834,675PYTotalRevenueAmt
CY Total Revenue$12,590,025CYTotalRevenueAmt
PY Grants And Similar Paid$3,511,780PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$15,665,192CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$442,011PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$836,352CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$636,788CYTotalFundraisingExpenseAmt
PY Other Expenses$917,276PYOtherExpensesAmt
CY Other Expenses$1,011,822CYOtherExpensesAmt
PY Total Expenses$4,871,067PYTotalExpensesAmt
CY Total Expenses$17,513,366CYTotalExpensesAmt
PY Revenues Less Expenses$2,963,608PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$4,923,341CYRevenuesLessExpensesAmt
Total Assets BOY$104,541,800TotalAssetsBOYAmt
Total Assets EOY$111,075,950TotalAssetsEOYAmt
Total Liabilities BOY$1,199,084TotalLiabilitiesBOYAmt
Total Liabilities EOY$12,920,678TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$103,342,716NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$98,155,272NetAssetsOrFundBalancesEOYAmt
MissionTO SUPPORT THE INDIANA MASONIC HOME BY HOLDING IN TRUST UNDESIGNATED ENDOWMENT FUNDS GIVEN FOR THE BENEFIT OF THE HOME, AND TO MANAGE THESE FUNDS TO ACHIEVE MAXIMUM RETURNS CONSISTENT WITH PRUDENT INVESTMENT PRACTICES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$3,665,192ExpenseAmt
Grant$3,665,192GrantAmt
DescANNUAL DISTRIBUTION TO THE INDIANA MASONIC HOME FOR THE FRATERNAL BENEFIT AND SUPPORT OF THOSE IN THE MASONIC FAMILY WHO ARE UNABLE TO PROVIDE CARE FOR THEMSELVES.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$12,000,000ExpenseAmt
Grant$12,000,000GrantAmt
DescCAPITAL IMPROVEMENTS GRANT TO INDIANA MASONIC HOME.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$15,665,192TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document40IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee8EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Excess Business Holdings0ExcessBusinessHoldingsInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members12GoverningBodyVotingMembersCnt
Independent Voting Member12IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JEFFERY P ZARING EXEC DIRECTORBusinessNameLine1
FieldValueIRS element (for citing)
Phone3176379582PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 44210AddressLine1
CityINDIANAPOLISCity
StateINState
ZIP Code462440210ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
GEORGE E GALYEAN
PRESIDENT1.00Yes (X)Yes (X)$0$0$0
GREGORY N JORDAN
BOARD MEMBER1.00Yes (X)$0$0$0
ALEX L ROGERS
VICE PRESIDENT1.00Yes (X)Yes (X)$0$0$0
GARY E BRINLEY
BOARD MEMBER1.00Yes (X)$0$0$0
ROBERT D HEUCHAN
BOARD MEMBER1.00Yes (X)$0$0$0
WILLIAM A SIGMAN
SECRETARY1.00Yes (X)Yes (X)$0$0$0
CHARLES F MARLOWE
BOARD MEMBER1.00Yes (X)$0$0$0
JAMES L CHESNEY
BOARD MEMBER1.00Yes (X)$0$0$0
RICHARD J ELMAN
BOARD MEMBER1.00Yes (X)$0$0$0
BRIAN K BUCHANAN
BOARD MEMBER1.00Yes (X)$0$0$0
MICHAEL R ST PIERRE
TREASURER1.00Yes (X)Yes (X)$0$0$0
CHRISTOPHER L COX
BOARD MEMBER1.00Yes (X)$0$0$0
JEFFERY P ZARING
EXECUTIVE DIRECTOR40.00Yes (X)$103,275$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$103,275TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UBS FINANCIAL SERVICESBusinessNameLine1

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line18888 KEYSTONE CROSSING 10TH FLOORAddressLine1
CityINDIANAPOLISCity
StateINState
ZIP Code46240ZIPCode
FieldValueIRS element (for citing)
ServicesTRUST MANAGEMENTServicesDesc
Compensation$743,247CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
All Other Contributions$747,575AllOtherContributionsAmt
Total Contributions$747,575TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,003,846TotalRevenueColumnAmt
Exclusion$3,003,846ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$13,725RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$13,725RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$13,725TotalRevenueColumnAmt
Exclusion$13,725ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$24,231,549SecuritiesAmt
Other$1,110,610OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$15,862,280SecuritiesAmt
Other$660,255OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$8,369,269SecuritiesAmt
Other$450,355OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,819,624TotalRevenueColumnAmt
Exclusion$8,819,624ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$5,542FundraisingGrossIncomeAmt
Fundraising Direct Expenses$287FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,255TotalRevenueColumnAmt
Exclusion$5,255ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$12,590,025TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$11,842,450ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$15,665,192TotalAmt
Program Services$15,665,192ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$103,275TotalAmt
Management And General$77,456ManagementAndGeneralAmt
Fundraising$25,819FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$256,385TotalAmt
Management And General$73,601ManagementAndGeneralAmt
Fundraising$182,784FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$394,743TotalAmt
Management And General$165,792ManagementAndGeneralAmt
Fundraising$228,951FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$45,718TotalAmt
Management And General$19,202ManagementAndGeneralAmt
Fundraising$26,516FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$36,231TotalAmt
Management And General$15,217ManagementAndGeneralAmt
Fundraising$21,014FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$2,860TotalAmt
Management And General$2,860ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$22,858TotalAmt
Management And General$22,858ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$752,511TotalAmt
Management And General$752,511ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$4,576TotalAmt
Management And General$1,968ManagementAndGeneralAmt
Fundraising$2,608FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$48,743TotalAmt
Fundraising$48,743FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$14,722TotalAmt
Management And General$7,361ManagementAndGeneralAmt
Fundraising$7,361FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$24,480TotalAmt
Management And General$10,282ManagementAndGeneralAmt
Fundraising$14,198FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$29,102TotalAmt
Fundraising$29,102FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$11,651TotalAmt
Management And General$11,651ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$10,352TotalAmt
Management And General$10,352ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
PRINTING NEWSLETTER$46,000$46,000
TECHNOLOGY FEES/EQUIP$26,940$26,940
MISCELLANEOUS$8,336$8,336
TELEPHONE$7,054$3,527$3,527

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,637TotalAmt
Management And General$1,472ManagementAndGeneralAmt
Fundraising$165FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$17,513,366TotalAmt
Program Services$15,665,192ProgramServicesAmt
Management And General$1,211,386ManagementAndGeneralAmt
Fundraising$636,788FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$3,813,780BOYAmt
EOY$3,657,693EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$712,545BOYAmt
EOY$125,900EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$937,708LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$99,200LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,476,205BOYAmt
EOY$838,508EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$98,131,338BOYAmt
EOY$106,106,906EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$407,932BOYAmt
EOY$346,943EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$104,541,800BOYAmt
EOY$111,075,950EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
EOY$11,902,910EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,199,084BOYAmt
EOY$1,017,768EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,199,084BOYAmt
EOY$12,920,678EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$103,306,528BOYAmt
EOY$98,129,689EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$36,188BOYAmt
EOY$25,583EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$103,342,716BOYAmt
EOY$98,155,272EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$104,541,800BOYAmt
EOY$111,075,950EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$4,923,341ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$733,580NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$469,477OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type3 Non FuncYes (X)SupportingOrgType3NonFuncInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1INDIANA MASONIC HOMEBusinessNameLine1
FieldValueIRS element (for citing)
EIN352187477EIN
Organization Type9OrganizationTypeDesc
Governing Document ListedYes (1)GoverningDocumentListedInd
Supported Org NotifiedYes (1)SupportedOrgNotifiedInd
US OrganizedYes (1)USOrganizedInd
Support$15,665,192SupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$15,665,192SupportSumAmt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$101,881,054BeginningYearBalanceAmt
Contributions$1,653,457ContributionsAmt
Investment Earnings Or Losses$9,888,070InvestmentEarningsOrLossesAmt
Other Expenditures$15,665,192OtherExpendituresAmt
End Year Balance$97,757,389EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$96,549,258BeginningYearBalanceAmt
Contributions$789,154ContributionsAmt
Investment Earnings Or Losses$8,054,422InvestmentEarningsOrLossesAmt
Other Expenditures$3,511,780OtherExpendituresAmt
End Year Balance$101,881,054EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$100,503,324BeginningYearBalanceAmt
Contributions$462,493ContributionsAmt
Investment Earnings Or Losses$2,102,002InvestmentEarningsOrLossesAmt
Other Expenditures$6,518,561OtherExpendituresAmt
End Year Balance$96,549,258EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$89,762,076BeginningYearBalanceAmt
Contributions$1,324,834ContributionsAmt
Investment Earnings Or Losses$15,064,802InvestmentEarningsOrLossesAmt
Other Expenditures$5,648,388OtherExpendituresAmt
End Year Balance$100,503,324EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$69,057,065BeginningYearBalanceAmt
Contributions$14,963ContributionsAmt
Investment Earnings Or Losses$24,427,476InvestmentEarningsOrLossesAmt
Other Expenditures$3,737,428OtherExpendituresAmt
End Year Balance$89,762,076EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY1.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.00000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.00000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$710,000InvestmentCostOrOtherBasisAmt
Book Value$710,000BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$178,746OtherCostOrOtherBasisAmt
Depreciation$55,531DepreciationAmt
Book Value$123,215BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$48,962OtherCostOrOtherBasisAmt
Depreciation$43,669DepreciationAmt
Book Value$5,293BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$838,508TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
ANNUITY LIABILITY$867,889
TRUST LIABILITY$91,868
AFFINITY FUND$58,011
FieldValueIRS element (for citing)
Total Liability$1,017,768TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$11,139,189TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$733,580NetUnrealizedGainsInvstAmt
Revenue Not Reported-$733,580RevenueNotReportedAmt
Revenue Subtotal$11,872,769RevenueSubtotalAmt
Investment Expenses Not Incld$752,511InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$35,255OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$717,256RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$12,590,025TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$16,796,110TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$35,255OtherExpensesIncludedAmt
Expenses Not Reported$35,255ExpensesNotReportedAmt
Expenses Subtotal$16,760,855ExpensesSubtotalAmt
Investment Expenses Not Incld2$752,511InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$752,511ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$17,513,366TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE INTENDED USE OF THE ENDOWMENT FUNDS IS FOR THE BENEFIT OF THE INDIANA MASONIC HOME (THE HOME) AT FRANKLIN, INDIANA.
PART X, LINE 2:IMH FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. IN ADDITION, IMH FOUNDATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE. THERE WAS NO UNRELATED TAXABLE BUSINESS INCOME FOR THE YEARS ENDED MARCH 31, 2014 AND 2013. IMH FOUNDATION FILES U.S. FEDERAL AND STATE OF INDIANA INFORMATION RETURNS. THE FOUNDATION IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2010.
PART XI, LINE 4B - OTHER ADJUSTMENTS:LAND SALE EXPENSE -35,255.
PART XII, LINE 2D - OTHER ADJUSTMENTS:LAND SALE EXPENSE 35,255.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1INDIANA MASONIC HOMEBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line1690 S STATE STREETAddressLine1
CityFRANKLINCity
StateINState
ZIP Code46131ZIPCode
FieldValueIRS element (for citing)
Recipient EIN352187477RecipientEIN
IRC Section501(C)(3)IRCSectionDesc
Cash Grant$15,665,192CashGrantAmt
Purpose Of GrantONGOING OPERATIONAL SUPPORT AS WELL AS CAPITAL IMPROVEMENTS.PurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationALL MONIES DONATED TO THE INDIANA MASONIC HOME FOUNDATION, INC. GO INTO OUR ENDOWMENT FUND. ANNUALLY, A GRANT IS ISSUED TO THE INDIANA MASONIC HOME, INC. WE SOLELY ISSUE A GRANT TO THE INDIANA MASONIC HOME AND TO NO ONE ELSE. WE MAINTAIN RECORDS OF ALL MONIES DONATED TO THE FOUNDATION.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11A DRAFT OF THE FORM 990 WILL BE PROVIDED VIA EMAIL TO THE BOARD OF DIRECTORS AND QUESTIONS AND COMMENTS WILL BE REQUESTED. THE AUDIT COMMITTEE OF THE BOARD WILL REVIEW AND APPROVE THE RETURN. THE BOARD PRESIDENT WILL BE RESPONSIBLE FOR FINAL REVIEW AND SIGNING OF THE TAX RETURN.
FORM 990, PART VI, SECTION B, LINE 12CTHE BOARD MEMBERS ARE REQUIRED TO SIGN A STATEMENT ANNUALLY THAT DISCLOSES ANY CONFLICTS.
FORM 990, PART VI, SECTION B, LINE 15ASINCE THERE IS ONLY ONE TOP MANAGEMENT (KEY EMPLOYEE, CEO, EXECUTIVE DIRECTOR, ETC.), HIS COMPENSATION IS DETERMINED BY A REVIEW OF THE FOUNDATION BOARD'S EXECUTIVE COMMITTEE (PRESIDENT, VICE-PRESIDENT, SECRETARY AND TREASURER).
FORM 990, PART VI, SECTION C, LINE 19COPIES OF THE FORM 990 WILL BE MADE AVAILABLE TO ANYONE MAKING A REQUEST TO THE FOUNDATION OFFICE.
FORM 990, PART XI, LINE 9:CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -74,034. MINIMUM PENSION LIABILITY ADJUSTMENT 543,511.
FORM 990, PART XII, LINE 2CTHERE HAS BEEN NO CHANGE TO THE AUDIT OVERSIGHT PROCESS.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1ST CLAIR LLCBusinessNameLine1

US Address USAddress

FieldValueIRS element (for citing)
Address Line1525 NORTH ILLINOIS STREETAddressLine1
CityINDIANAPOLISCity
StateINState
ZIP Code46204ZIPCode
FieldValueIRS element (for citing)
Primary ActivitiesREAL ESTATE HOLDING COMPANYPrimaryActivitiesTxt
Legal Domicile StateINLegalDomicileStateCd
Total Income$495,587TotalIncomeAmt
End Of Year Assets$11,244EndOfYearAssetsAmt
Direct Controlling NAN/ADirectControllingNACd

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
INDIANA MASONIC HOME
690 STATE STREETFRANKLININ46131352187477SERVE CHARITABLE PURPOSE OF OPERATING INDIANA MASONIC HOME IN FRANKLIN, ININ501(C)(3)509(A)(2)N/A0
GRAND LODGE FREE AND ACCEPTED MASONS OF THE STATE OF INDIANA
525 NORTH ILLINOIS STREETINDIANAPOLISIN46204350300010MEMBERS ONLY FRATERNAL ORGANIZATIONIN501(C)(10)N/A0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1INDIANA MASONIC HOMEBusinessNameLine1
FieldValueIRS element (for citing)
Transaction TypeBTransactionTypeTxt
Involved$15,665,192InvolvedAmt
Method Of Amount DeterminationCASHMethodOfAmountDeterminationTxt