FAULSTICH FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- FAULSTICH FAMILY CHARITABLE FOUNDATION (EIN 36-4486386)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-06
- IRS object ID
- 201311269349100341
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-06T15:16:33-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363168081 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIKICH LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1415 W DIEHL RD SUITE 400 | AddressLine1 |
| City | NAPERVILLE | City |
| State | IL | State |
| ZIP Code | 605632349 | 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 | 364486386 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FAULSTICH FAMILY CHARITABLE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FAUL | NameControl |
| Phone | 6309864105 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1751 CREEKSIDE LANE W | AddressLine1 |
| City | CARMEL | City |
| State | IN | State |
| ZIP Code | 46032 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GEORGE FAULSTICH | Name |
| Title | MANAGER | Title |
| Phone | 6309864105 | Phone |
| Date Signed | 2013-04-30 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SHEILA A MATHRE CPA | Name |
| PTIN | P01251788 | PTIN |
| Phone | 6305668400 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 224862 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 25000 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 7141 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 7141 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 1010 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 30243 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 1010 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 33151 | TotalRevenueAndExpenses |
| Total Net Investment Income | 8151 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | 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 | 87 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 2070 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 1983 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 87 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 3357 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 2583 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 687 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 9250 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 9250 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 12607 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 2583 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 9937 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 20544 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 5568 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 2531 | CashBOY |
| Cash EOY | 16982 | CashEOY |
| Cash EOYFMV | 16982 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 4783 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 5463 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 5463 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 90469 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 91909 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 132045 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 63805 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 67778 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 70372 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 161588 | TotalAssetsBOY |
| Total Assets EOY | 182132 | TotalAssetsEOY |
| Total Assets EOYFMV | 224862 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 161588 | RetainedEarningsBOY |
| Retained Earnings EOY | 182132 | RetainedEarningsEOY |
| Total Net Assets BOY | 161588 | TotalNetAssetsBOY |
| Total Net Assets EOY | 182132 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 161588 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 182132 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 161588 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 20544 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 182132 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 182132 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (7 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| BERWYN INCOME FUND, BERIX | P | 2012-11-15 | 159 | 160 | -1 | -1 |
| FPA CRESCENT INSTL, FPACX | P | 2012-11-15 | 65 | 64 | 1 | 1 |
| BERWYN INCOME FUND, BERIX | P | 2012-11-15 | 7321 | 7274 | 47 | 47 |
| FPA CRESCENT INSTL, FPACX | P | 2012-11-15 | 7492 | 7170 | 322 | 322 |
| IVA WORLDWIDE FUND CL I | P | 2012-11-15 | 7358 | 7458 | -100 | -100 |
| PERMANENT PORTFOLIO | P | 2012-11-15 | 7288 | 7107 | 181 | 181 |
| CAPITAL GAINS DIVIDENDS | P | 560 | 560 | 560 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 1010 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 9500 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 188637 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.050361 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 39490 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 198108 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.199336 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 33682 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 204305 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.164861 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 20475 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 249360 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.082110 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 19134 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 240922 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.079420 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.576088 | TotalDistributionRatio |
| Average Distribution Ratio | 0.115218 | AverageDistributionRatio |
| Net Noncharitable Assets | 205140 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 23636 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 56 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 23692 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 9937 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 111 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 111 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 111 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 111 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | IL | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | GEORGE L FAULSTICH JR | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6309864105 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1751 W CREEKSIDE LANE W | AddressLine1 |
| City | CARMEL | City |
| State | IN | State |
| ZIP Code | 46032 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | 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 |
|---|---|---|---|---|---|---|---|---|
| GEORGE L FAULSTICH JR | ||||||||
| 1751 CREEKSIDE LANE W | CARMEL | IN | 46032 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| ANNE S FAULSTICH | ||||||||
| 1751 CREEKSIDE LANE W | CARMEL | IN | 46032 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| KENDALL P FAULSTICH | ||||||||
| 267 BROAD ST | PORTSMOUTH | NH | 03801 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| BLAIR D FAULSTICH | ||||||||
| 3 SHERMAN AVENUE | BRONXVILLE | NY | 10708 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| AMY LYNN FAULSTICH | ||||||||
| 13494 DALLAS LANE | CARMEL | IN | 46033 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 196564 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 11700 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 208264 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 208264 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 3124 | CashDeemedCharitable |
| Net Noncharitable Assets | 205140 | NetNoncharitableAssets |
| Minimum Investment Return | 10257 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 10257 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 111 | TaxBasedOnInvestmentIncome |
| Total Tax | 111 | TotalTax |
| Distributable Amount Before Adj | 10146 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 10146 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 10146 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 9937 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 9937 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 9937 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 10146 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 6270 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 8122 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 23743 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 29929 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 140 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 68204 | TotalExcessDistriCarryover |
| Qualifying Distributions | 9937 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 9937 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 209 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 209 | ExcessDistriCyovAppliedCY |
| Total Corpus | 67995 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 6061 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 61934 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 8122 | ExcessFromYear4 |
| Excess From Year3 | 23743 | ExcessFromYear3 |
| Excess From Year2 | 29929 | ExcessFromYear2 |
| Excess From Year1 | 140 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GEORGE L FAULSTICH JR | ContributingManager |
| Contributing Manager | ANNE S FAULSTICH | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (20 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ARDENWOOD | |||||||
| 445 WAWONA STREET | SAN FRANCISCO | CA | 94116 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $25 |
| CAMP KOHANA & LEELANAU | |||||||
| 1653 PORT ONEIDA ROAD | MAPLE CITY | MI | 49664 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $1,200 |
| CAMP OWATONNA | |||||||
| 4 CAMP NEWFOUND ROAD | HARRISON | ME | 04040 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $1,250 |
| CHESTNUT HILL BENEVOLENT ASSOCIATION | |||||||
| 910 BOYLSTON STREET | CHESTNUT HILL | MA | 02467 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $25 |
| CROSSROADS HOUSE | |||||||
| 600 LAFAYETTE ROAD | PORTSMOUTH | NH | 03801 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $100 |
| FIRST CHURCH OF CHRIST SCIENTIST BOSTON MASS | |||||||
| 210 MASSACHUSETTS AVE | BOSTON | MA | 02115 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $200 |
| FIRST CHURCH OF CHRIST SCIENTIST GLEN ARBOR MICHIGAN | |||||||
| 6153 W RIVER ROAD | GLEN ARBOR | MI | 49636 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $200 |
| FIRST CHURCH OF CHRIST SCIENTIST CARMEL INDIANA | |||||||
| 11580 HAVERSTICK ROAD | CARMEL | IN | 46033 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $2,000 |
| GIFT OF WARMTH | |||||||
| 111 NEW HAMPSHIRE AVENUE | PORTSMOUTH | NH | 03801 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $100 |
| HOMECARE FOR CHRISTIAN SCIENTISTS | |||||||
| 16 BEALE STREET | QUINCY | MA | 02170 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $25 |
| LONGYEAR MUSEUM | |||||||
| 1125 BOYLSTON STREET | CHESTNUT HILL | MA | 02467 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $50 |
| SALT CREEK BALLET | |||||||
| 98 EAST CHICAGO AVE | WESTMONT | IL | 60559 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $350 |
| SAVE THE CHILDREN | |||||||
| 54 WILTON ROAD | WESTPORT | CT | 06881 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $100 |
| SAVE THE INDOOR PORTSMOUTH POOL | |||||||
| 48 ANDREW JARVIS DRIVE | PORTSMOUTH | NH | 03801 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $250 |
| SEVENTEENTH CHURCH OF CHRIST | |||||||
| 35 EAST WACKER DRIVE | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $200 |
| THE BOOKMARK | |||||||
| PO BOX 801143 | SANTA CLARITA | CA | 91380 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $25 |
| THE CHAPEL SCHOOL | |||||||
| 172 WHITE PLAINS ROAD | BRONXVILLE | NY | 10708 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $1,000 |
| THE CLIPPER FOUNDATION | |||||||
| PO BOX 1577 | PORTSMOUTH | NH | 03801 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $1,000 |
| THE MUSIC HALL | |||||||
| 104 CONGRESS STREET | PORTSMOUTH | NH | 03801 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $150 |
| THE PRINCIPIA | |||||||
| 13201 CLAYTON ROAD | ST LOUIS | MO | 631311002 | NONE | PUBLIC CHARITY | UNRESTRICTED CONTRIBUTION | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 9250 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $7,141 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $1,010 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $8,151 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 8151 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HORIZON FIVE STAR ENTERPRISES INC | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1751 CREEKSIDE LANE W | AddressLine1 |
| City | CARMEL | City |
| State | IN | State |
| ZIP Code | 46032 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 25000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $1,200 | Amount |
| Net Investment Income | 600 | NetInvestmentIncome |
| Disbursements Charitable Prps | 600 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | FIXED INCOME SECURITIES | NameOfBond |
| EOY Book Value | 67778 | EOYBookValue |
| EOYFMV | 70372 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | COMMON STOCKS | NameOfStock |
| EOY Book Value | 91909 | EOYBookValue |
| EOYFMV | 132045 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | 1983 | 1983 | 0 |
| ILLINOIS CHARITY BUREAU FEE | 87 | 0 | 87 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX BASED ON INVESTMENT INCOME | Category |
| Amount | $87 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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