YUNKER FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- YUNKER FOUNDATION INC (EIN 35-6041203)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-15
- IRS object ID
- 201301359349101795
- Schema version
- 2012v2.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-15T14:25:55-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCKAY ACCOUNTING SERVICE | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 356041203 | EIN |
Name Name
| 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) |
|---|---|---|
| Name Control | YUNK | NameControl |
| Phone | 8122731426 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN M MUESSEL | Name |
| Title | CHAIRMAN | Title |
| Phone | 8122731426 | Phone |
| Date Signed | 2013-05-15 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHARLES J MCKAY | Name |
| Phone | 8122654623 | Phone |
| Date Prepared | 2013-05-15 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2637596 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 56127 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 51752 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 83491 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1268391 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 83491 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 139618 | TotalRevenueAndExpenses |
| Total Net Investment Income | 135243 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 1200 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 900 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 300 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1200 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 600 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 600 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 880 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 10955 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 10955 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 14235 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 12455 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 900 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 186500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 186500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 200735 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 12455 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 187400 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -61117 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 122788 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 196753 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 160529 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 160529 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 619902 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 731671 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 733259 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 1215748 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1079088 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1633552 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 101495 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 101495 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 110256 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 2133898 | TotalAssetsBOY |
| Total Assets EOY | 2072783 | TotalAssetsEOY |
| Total Assets EOYFMV | 2637596 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 2133898 | CapitalStockBOY |
| Capital Stock EOY | 2072781 | CapitalStockEOY |
| Retained Earnings EOY | 2 | RetainedEarningsEOY |
| Total Net Assets BOY | 2133898 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2072783 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2133898 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2072783 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2133898 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -61117 | ExcessOfRevenueOverExpenses |
| Other Increases | 2 | OtherIncreases |
| Subtotal | 2072783 | Subtotal |
| Total Net Assets Fund Balances EOY | 2072783 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (10 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| STANDARD & POORS | P | 2002-10-24 | 2012-10-10 | 220057 | 136660 | 83397 | 83397 |
| FEDERAL HOME LOAN BANK | P | 2010-10-28 | 2012-02-02 | 100000 | 100002 | -2 | -2 |
| FEDERAL HOME LOAN BANK | P | 2012-03-05 | 2012-07-09 | 100000 | 100003 | -3 | -3 |
| FEDERAL HOME LOAN MTG | P | 2011-11-10 | 2012-05-14 | 100000 | 99900 | 100 | 100 |
| FEDERAL HOME LOAN MTG | P | 2011-09-29 | 2012-07-03 | 100000 | 100000 | ||
| FEDERAL NATIONAL MTG ASSN | P | 2011-09-28 | 2012-07-03 | 220000 | 220001 | -1 | -1 |
| FEDERAL NATIONAL MTG ASSN | P | 2011-08-24 | 2012-02-28 | 100000 | 100000 | ||
| FEDERAL HOME LOAN BANK | P | 2012-05-23 | 2012-11-26 | 100000 | 100000 | ||
| FEDERAL HOME LOAN BANK | P | 2012-07-10 | 2012-10-26 | 100000 | 100000 | ||
| FEDERAL HOME LOAN BANK | P | 2012-07-09 | 2012-12-31 | 128334 | 128334 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 83491 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 96 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 82350 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2119772 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.038849 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 132800 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2180655 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.060899 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 165047 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2269811 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.072714 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 215706 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2724260 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.079180 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 171927 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 3133079 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.054875 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.306517 | TotalDistributionRatio |
| Average Distribution Ratio | 0.061303 | AverageDistributionRatio |
| Net Noncharitable Assets | 2071791 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 127007 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1228 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 128235 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 187400 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1228 | InvestmentIncomeExciseTax |
| Subtotal | 1228 | Subtotal |
| Tax Based On Investment Income | 1228 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 920 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 920 | TotalCreditsAndPayments |
| Tax Due | 308 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | DOLORES J SPOONMORE | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 8122731426 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | Address Line2USAddress/AddressLine2 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|---|
| 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 | 1200 | 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1924700 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 178641 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2103341 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 2103341 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 31550 | CashDeemedCharitable |
| Net Noncharitable Assets | 2071791 | NetNoncharitableAssets |
| Minimum Investment Return | 103590 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 103590 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1228 | TaxBasedOnInvestmentIncome |
| Total Tax | 1228 | TotalTax |
| Distributable Amount Before Adj | 102362 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 102362 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 102362 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 187400 | ExpensesAndContributions |
| Qualifying Distributions | 187400 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1228 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 186172 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 102362 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year4 | 79755 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 53022 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 24712 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 157489 | TotalExcessDistriCarryover |
| Qualifying Distributions | 187400 | QualifyingDistributions |
| Applied To Current Year | 102362 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 85038 | RemainingDistriFromCorpus |
| Total Corpus | 242527 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 242527 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 79755 | ExcessFromYear4 |
| Excess From Year3 | 53022 | ExcessFromYear3 |
| Excess From Year2 | 24712 | ExcessFromYear2 |
| Excess From Current Year | 85038 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | JOHN MUESSEL THE YUNKER FOUNDATION | RecipientName |
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 Number | 8122656140 | RecipientPhoneNumber |
| Form And Info And Materials | SUBMIT A LETTER DESCRIBING THE NEED, PURPOSE, AND AMOUNT REQUESTED. | FormAndInfoAndMaterials |
| Submission Deadlines | 90 DAYS BEFORE THE ANNUAL BOARD OF DIRECTORS MEETING IN JULY. | SubmissionDeadlines |
| Restrictions On Awards | RECIPIENTS MUST BE RELIGIOUS, EDUCATIONAL, OR OTHER CHARITABLE ORGANIZATION OPERATING IN JEFFERSON COUNTY, INDIANA. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (11 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| FRIENDS OF SHAWE POPE JOHN | |||||||
| 201 STATE ST | MADISON | IN | 47250 | N/A | PUBLIC | GENERAL DONATION | $10,000 |
| 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 | $1,000 |
| 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 | $6,000 |
| SHAWE MEMORIAL HIGH SCHOOL | |||||||
| 201 STATE ST | MADISON | IN | 47250 | N/A | PUBLIC | GENERAL DONATION | $120,000 |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 186500 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $56,127 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $83,491 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $139,618 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 139618 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount | $1,200 | Amount |
| Net Investment Income | 600 | NetInvestmentIncome |
| Disbursements Charitable Prps | 600 | DisbursementsCharitablePrps |
Compensation Explanation CompensationExplanation
Compensation Compensation (5 entries)
| FR CHRIS CRAIG |
| JOHN MUESSEL |
| DOLORES SPOONMORE |
| DR RALPH PRATT |
| LONNIE COLLINS |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | RIVCO/RIVER VALLEY | NameOfBond |
| EOY Book Value | 101495 | EOYBookValue |
| EOYFMV | 110256 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | RIVCO/RIVER VALLEY BANK | NameOfStock |
| EOY Book Value | 1079088 | EOYBookValue |
| EOYFMV | 1633552 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (6 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| EXPENSES | ||
| INVESTMENT AGENCY FEES | 10326 | 10326 |
| ANNUAL LICENSE FEE | 10 | 10 |
| NEWSPAPER NOTICE COST | 5 | 5 |
| INSURANCE PREMIUM | 605 | 605 |
| POSTAGE | 9 | 9 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ROUNDING | Description |
| Amount | $2 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | Category |
| Amount | $880 | Amount |
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