2014-11-13T06:58:42-06:00 2014-03-31 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 INDIANAPOLIS IN 462400857 990 2013-04-01 351091997 INDIANA MASONIC HOME FOUNDATION INC INDI 3176379582 525 N ILLINOIS ST PO BOX 44210 INDIANAPOLIS IN 462440210 GEORGE E GALYEAN PRESIDENT 3176379582 2014-11-05 1 SCOTT A SCHUSTER P00019243 3175802000 2014-10-22 2013 2015-11-30 17:44:51Z GEORGE E GALYEAN 525 N ILLINOIS ST INDIANAPOLIS IN 46244 29112847 0 X WWW.IMHF.ORG X 1935 IN TO SUPPORT THE INDIANA MASONIC HOME 12 12 8 0 0 0 1557866 747575 0 0 6258859 11823470 17950 18980 7834675 12590025 3511780 15665192 0 0 442011 836352 0 0 636788 917276 1011822 4871067 17513366 2963608 -4923341 104541800 111075950 1199084 12920678 103342716 98155272 TO 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. 0 0 3665192 3665192 ANNUAL 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. 12000000 12000000 CAPITAL IMPROVEMENTS GRANT TO INDIANA MASONIC HOME. 15665192 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 40 0 1 8 1 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 IN X JEFFERY P ZARING EXEC DIRECTOR 3176379582 PO BOX 44210 INDIANAPOLIS IN 462440210 GEORGE E GALYEAN PRESIDENT 1.00 X X 0 0 0 GREGORY N JORDAN BOARD MEMBER 1.00 X 0 0 0 ALEX L ROGERS VICE PRESIDENT 1.00 X X 0 0 0 GARY E BRINLEY BOARD MEMBER 1.00 X 0 0 0 ROBERT D HEUCHAN BOARD MEMBER 1.00 X 0 0 0 WILLIAM A SIGMAN SECRETARY 1.00 X X 0 0 0 CHARLES F MARLOWE BOARD MEMBER 1.00 X 0 0 0 JAMES L CHESNEY BOARD MEMBER 1.00 X 0 0 0 RICHARD J ELMAN BOARD MEMBER 1.00 X 0 0 0 BRIAN K BUCHANAN BOARD MEMBER 1.00 X 0 0 0 MICHAEL R ST PIERRE TREASURER 1.00 X X 0 0 0 CHRISTOPHER L COX BOARD MEMBER 1.00 X 0 0 0 JEFFERY P ZARING EXECUTIVE DIRECTOR 40.00 X 103275 0 0 103275 0 0 1 0 0 0 UBS FINANCIAL SERVICES 8888 KEYSTONE CROSSING 10TH FLOOR INDIANAPOLIS IN 46240 TRUST MANAGEMENT 743247 1 747575 747575 3003846 3003846 13725 0 13725 13725 13725 24231549 1110610 15862280 660255 8369269 450355 8819624 8819624 5542 287 5255 5255 12590025 0 0 11842450 15665192 15665192 103275 77456 25819 256385 73601 182784 394743 165792 228951 45718 19202 26516 36231 15217 21014 2860 2860 22858 22858 752511 752511 4576 1968 2608 48743 48743 14722 7361 7361 24480 10282 14198 29102 29102 11651 11651 10352 10352 PRINTING NEWSLETTER 46000 46000 TECHNOLOGY FEES/EQUIP 26940 26940 MISCELLANEOUS 8336 8336 TELEPHONE 7054 3527 3527 1637 1472 165 17513366 15665192 1211386 636788 3813780 3657693 712545 125900 937708 99200 1476205 838508 98131338 106106906 407932 346943 104541800 111075950 11902910 1199084 1017768 1199084 12920678 X 103306528 98129689 36188 25583 103342716 98155272 104541800 111075950 X -4923341 -733580 469477 X X 0 1 X 1 0 X X 0 0 0 INDIANA MASONIC HOME 352187477 9 1 1 1 15665192 1 15665192 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 101881054 1653457 9888070 15665192 97757389 96549258 789154 8054422 3511780 101881054 100503324 462493 2102002 6518561 96549258 89762076 1324834 15064802 5648388 100503324 69057065 14963 24427476 3737428 89762076 1.00000 0.00000 0.00000 0 0 710000 710000 178746 55531 123215 48962 43669 5293 838508 ANNUITY LIABILITY 867889 TRUST LIABILITY 91868 AFFINITY FUND 58011 1017768 X 11139189 -733580 -733580 11872769 752511 -35255 717256 12590025 16796110 35255 35255 16760855 752511 752511 17513366 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. 1 INDIANA MASONIC HOME 690 S STATE STREET FRANKLIN IN 46131 352187477 501(C)(3) 15665192 ONGOING OPERATIONAL SUPPORT AS WELL AS CAPITAL IMPROVEMENTS. 1 0 PART I, LINE 2: ALL 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. FORM 990, PART VI, SECTION B, LINE 11 A 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 12C THE BOARD MEMBERS ARE REQUIRED TO SIGN A STATEMENT ANNUALLY THAT DISCLOSES ANY CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15A SINCE 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 19 COPIES 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 2C THERE HAS BEEN NO CHANGE TO THE AUDIT OVERSIGHT PROCESS. ST CLAIR LLC 525 NORTH ILLINOIS STREET INDIANAPOLIS IN 46204 REAL ESTATE HOLDING COMPANY IN 495587 11244 N/A INDIANA MASONIC HOME 690 STATE STREET FRANKLIN IN 46131 352187477 SERVE CHARITABLE PURPOSE OF OPERATING INDIANA MASONIC HOME IN FRANKLIN, IN IN 501(C)(3) 509(A)(2) N/A 0 GRAND LODGE FREE AND ACCEPTED MASONS OF THE STATE OF INDIANA 525 NORTH ILLINOIS STREET INDIANAPOLIS IN 46204 350300010 MEMBERS ONLY FRATERNAL ORGANIZATION IN 501(C)(10) N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 INDIANA MASONIC HOME B 15665192 CASH