2013-01-10T12:43:48-06:00 2012-03-31 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 INDIANAPOLIS IN 462400857 990 2011-04-01 351091997 INDIANA MASONIC HOME FOUNDATION INC INDI 3176379582 525 N ILLINOIS ST PO BOX 44210 INDIANAPOLIS IN 462440210 GEORGE E GALYEAN 3176379582 2012-12-12 1 SCOTT A SCHUSTER P00019243 3175802000 2012-12-12 2011 2016-03-07 17:11:31Z GEORGE E GALYEAN 525 N ILLINOIS ST INDIANAPOLIS IN 46244 52825189 0 X WWW.IMHF.ORG X 1935 IN 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. 12 12 13 0 0 0 1709257 1792008 0 0 8172505 6862108 4225 19411 9885987 8673527 5648388 6518561 0 0 411081 439123 0 0 428711 972237 928196 7031706 7885880 2854281 787647 104092856 99206872 2118163 1256086 101974693 97950786 SUPPORT OF THE INDIANA MASONIC HOME 0 0 6518561 6518561 ANNUAL DISTRIBUTIONS 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. 6518561 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 0 1 42 0 1 13 1 0 0 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 0 0 0 0 0 IN X JEFFERY P ZARING EXEC DIRECTOR 3176379582 PO BOX 44210 INDIANAPOLIS IN 462440210 GEORGE E GALYEAN 1.00 X X 0 0 0 GREGORY N JORDAN 1.00 X 0 0 0 ALEX L ROGERS 1.00 X X 0 0 0 ALAN D MILLIGAN 1.00 X 0 0 0 MARK A HIGGINS 1.00 X 0 0 0 ROBERT D HEUCHAN 1.00 X 0 0 0 WILLIAM A SIGMAN 1.00 X X 0 0 0 CHARLES F MARLOWE 511-312 1.00 X 0 0 0 JAMES L CHESNEY 1.00 X 0 0 0 RICHARD J ELMAN 1.00 X 0 0 0 BRIAN K BUCHANAN 1.00 X 0 0 0 MICHAEL R ST PIERRE 1.00 X X 0 0 0 JEFFERY P ZARING 40.00 X 66667 0 0 CHRISTOPHER L COX 40.00 X 17281 0 0 83948 0 0 0 0 0 0 UBS FINANCIAL SERVICES 8888 KEYSTONE CROSSING 10TH FLOOR INDIANAPOLIS IN 46240 TRUST MANAGEMENT 678170 1 1792008 1792008 2951268 2951268 22175 2764 19411 19411 19411 48059738 44148898 3910840 3910840 3910840 8673527 0 0 6881519 6518561 6518561 99347 74510 24837 262887 63139 199748 13709 5209 8500 34711 13190 21521 28469 10818 17651 21885 21885 678170 678170 7125 6840 285 19827 19827 14122 7061 7061 24480 9302 15178 57045 57045 17336 17336 9242 9242 PRINTING NEWSLETTER 46000 46000 TECHNOLOGY FEES/EQUIP 13226 13226 STRATEGIC PLANNING 10692 2673 8019 REPAIRS & MAINTENANCE 3200 3200 5846 2807 3039 7885880 6518561 938608 428711 3737969 4195201 47625 54915 1572246 86862 1499774 1485384 98410114 93048930 397374 422442 104092856 99206872 2118163 1256086 2118163 1256086 X 101940100 97919132 34593 31654 101974693 97950786 104092856 99206872 X 787647 -4811554 X X 0 1 1 X 0 X X 0 0 0 INDIANA MASONIC HOME 352187477 9 1 1 1 6518561 1 6518561 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 100503324 462493 2102002 6518561 96549258 89762076 1324834 15064802 5648388 100503324 69057065 14963 24427476 3737428 89762076 1.00000 0 0 1335000 1335000 178746 37657 141089 58500 49205 9295 1485384 ANNUITY LIABILITY 921706 TRUST LIABILITY 90075 AFFINITY FUND 75009 MINIMUM PENSION LIABILITY 165890 401 K LIABILITY 3406 1256086 8673527 7885880 787647 -4749554 -62000 -4811554 -4023907 3248567 -4749554 2764 -4746790 7995357 678170 678170 8673527 7210474 2764 2764 7207710 678170 678170 7885880 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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, 2012 AND 2011. 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 2008. PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -51,698. MINIMUM PENSION LIABILITY ADJUSTMENT -10,302. TOTAL TO SCHEDULE D, PART XI, LINE 8: -62,000. PART XII, LINE 2D - OTHER ADJUSTMENTS: REAL ESTATE TAXES 2,764. PART XIII, LINE 2D - OTHER ADJUSTMENTS: REAL ESTATE TAXES 2,764. 1 INDIANA MASONIC HOME 690 S STATE STREET FRANKLIN IN 46131 352187477 501(C)(3) 6518561 INDIANA MASONIC HOME FOUNDATION SUPPORTS INDIANA MASONIC HOME. 1 0 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 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 C, LINE 19 COPIES OF THE FORM 990 WILL BE MADE AVAILABLE TO ANYONE MAKING A REQUEST TO THE FOUNDATION OFFICE. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -4,749,554. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -51,698. MINIMUM PENSION LIABILITY ADJUSTMENT -10,302. TOTAL TO FORM 990, PART XI, LINE 5: -4,811,554. FORM 990, PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR. FORM 990: PART VI, 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). ST CLAIR LLC 525 NORTH ILLINOIS STREET INDIANAPOLIS IN 46204 REAL ESTATE HOLDING COMPANY IN 9500 638028 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 INDIANA MASONIC HOME B 6518561 CASH