JUSTICE FAMILY FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- JUSTICE FAMILY FOUNDATION INC (EIN 35-1935338)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-16
- IRS object ID
- 201311369349100406
- 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
- Compensation Explanation
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-16T08:50:06-05:00 | 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 | TURTLE CREEK MANAGEMENT INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6900 SOUTH GRAY ROAD | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46237 | 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 | 351935338 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUSTICE FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JUST | NameControl |
| Phone | 3177835461 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6900 SOUTH GRAY ROAD | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46237 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID JUSTICE | Name |
| Title | DIRECTOR | Title |
| Phone | 3177835461 | Phone |
| Date Signed | 2013-05-14 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEAN DEUSER | Name |
| Phone | 3177835461 | Phone |
| Date Prepared | 2013-05-14 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 889218 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 17080 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 17080 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 10162 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 230424 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 2932 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 952 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 952 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 28194 | TotalRevenueAndExpenses |
| Total Net Investment Income | 20964 | TotalNetInvestmentIncome |
| Other Prof Fees Rev And Expnss | 13985 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 13985 | OtherProfFeesNetInvstIncm |
| Interest Rev And Expnss | 969 | InterestRevAndExpnss |
| Interest Net Invst Incm | 969 | InterestNetInvstIncm |
| Taxes Rev And Expnss | 43 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 43 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 7803 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 7803 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 22800 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 22800 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 93045 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 93045 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 115845 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 22800 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 93045 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -87651 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 0 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 973 | CashBOY |
| Cash EOY | 973 | CashEOY |
| Cash EOYFMV | 973 | CashEOYFMV |
| Investments Corp Stock BOY | 648857 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 561206 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 888245 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 649830 | TotalAssetsBOY |
| Total Assets EOY | 562179 | TotalAssetsEOY |
| Total Assets EOYFMV | 889218 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 649830 | RetainedEarningsBOY |
| Retained Earnings EOY | 562179 | RetainedEarningsEOY |
| Total Net Assets BOY | 649830 | TotalNetAssetsBOY |
| Total Net Assets EOY | 562179 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 649830 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 562179 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 649830 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -87651 | ExcessOfRevenueOverExpenses |
| Subtotal | 562179 | Subtotal |
| Total Net Assets Fund Balances EOY | 562179 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 2932 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 90412 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 658653 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.137268 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 26920 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 581990 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.046255 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 45235 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 455515 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.099305 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 36506 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 533632 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.068410 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 64607 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 551766 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.117091 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.468329 | TotalDistributionRatio |
| Average Distribution Ratio | 0.093666 | AverageDistributionRatio |
| Net Noncharitable Assets | 900970 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 84390 | AdjustedNoncharitableAssets |
| Adj Nonchrtbl Assets And One | 84390 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 93045 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | IN | StatesFiledWith |
| 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 | JEAN DEUSER | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3177835461 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6900 SOUTH GRAY ROAD | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46237 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | DAVID JUSTICE | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6900 SOUTH GRAY ROAD | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46237 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | DIRECTOR | Title |
| Avg Hours Per Wk Devoted To Position | 1.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| 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 | 913717 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 973 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 914690 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 914690 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 13720 | CashDeemedCharitable |
| Net Noncharitable Assets | 900970 | NetNoncharitableAssets |
| Minimum Investment Return | 45049 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 45049 | MinimumInvestmentReturn |
| Distributable Amount Before Adj | 45049 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 45049 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 45049 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 93045 | ExpensesAndContributions |
| Qualifying Distributions | 93045 | QualifyingDistributions |
| Adj Qualifying Distributions | 93045 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 45049 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 37407 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 10048 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 22459 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year1 | 57565 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 127479 | TotalExcessDistriCarryover |
| Qualifying Distributions | 93045 | QualifyingDistributions |
| Applied To Current Year | 45049 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 47996 | RemainingDistriFromCorpus |
| Total Corpus | 175475 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 37407 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 138068 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 10048 | ExcessFromYear4 |
| Excess From Year3 | 22459 | ExcessFromYear3 |
| Excess From Year1 | 57565 | ExcessFromYear1 |
| Excess From Current Year | 47996 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
|---|---|---|---|---|---|---|---|
| BAYLOR ALUMNI ASSOCIATIO | |||||||
| ONE BEAR PLACE 97116 | WACO | TX | 76798 | NONE | 501(C)(3) | EDUCATION | $3,000 |
| BAYLOR BEAR FOUNDATION | |||||||
| ONE BEAR PLACE 97050 | WACO | TX | 76798 | NONE | 501(C)(3) | EDUCATION | $2,250 |
| HIGHLAND LAKES BAPTIST CAMP | |||||||
| 7605 STATE ROAD 39 | MARTINSVILLE | IN | 46151 | NONE | 501(C)(3) | RELIGIOUS | $1,500 |
| ORPAN OUTREACH | |||||||
| 2001 W PLANO PARKWAY | PLANO | TX | 75075 | NONE | 501(C)(3) | HEALTH | $100 |
| HENDRICKS COUNTY COMM FND | |||||||
| 5055 E MAIN STREET | AVON | IN | 46123 | NONE | 501(C)(3) | EDUCATION | $1,000 |
| IN ASSOC OF CHEIFS OF POL | |||||||
| 10293 N MERIDIAN ST 175 | INDIANAPOLIS | IN | 46220 | NONE | 501(C)(3) | PUBLIC SAFETY | $25 |
| CYCTIC FIBROSIS FOUNDATION | |||||||
| 6931 ARLINGTON ROAD | BETHESDA | MD | 20814 | NONE | 501(C)(3) | HEALTH | $500 |
| ST DAVIDS EPISCAPAL CHURCH | |||||||
| 301 E 8TH STREET | AUSTIN | TX | 78701 | NONE | 501(C)(3) | RELIGIOUS | $1,000 |
| UNITED NEGRO COLLEGE FUND | |||||||
| 8260 WILLOW OAKS CORPORAT | FAIRFAX | VA | 22031 | NONE | 501(C)(3) | EDUCATION | $150 |
| BAYLOR UNIVERSITY | |||||||
| ONE BEAR PLACE 97050 | WACO | TX | 76798 | NONE | 501(C)(3) | EDUCATION | $20,000 |
| JOY'S HOUSE | |||||||
| 2028 EAST BROAD RIPPLE AV | INDIANAPOLIS | IN | 46220 | NONE | 501(C)(3) | HEALTH | $22,250 |
| NORTHSIDE BAPTIST CHURCH | |||||||
| 3021 E 71ST ST | INDIANAPOLIS | IN | 46220 | NONE | 501(C)(3) | RELIGIOUS | $22,000 |
| POLICE PROTECTIVE FUND | |||||||
| 450 E 96TH STREET 500 | INDIANAPOLIS | IN | 46240 | NONE | 501(C)(3) | PUBLIC SAFETY | $70 |
| NORTHWAY CHRISTIAN CHURCH | |||||||
| 7202 W NORTHWEST HIGHWAY | DALLAS | TX | 75225 | NONE | 501(C)(3) | RELIGIOUS | $5,000 |
| THE HARVEST CHURCH | |||||||
| 7200 DENTON HIGHTWAY | FORT WORTH | TX | 76148 | NONE | 501(C)(3) | RELIGIOUS | $10,000 |
| PRO (ACT) COMMUNITY PARTNERSHIPS | |||||||
| 6742 FAIRWAY AVE | INDIANAPOLIS | IN | 46250 | NONE | 501(C)(3) | HEALTH | $3,000 |
| ALZHEIMERS ASSOCIATION | |||||||
| PO BOX 96011 | WASHINGTON | DC | 20090 | NONE | 501(C)(3) | HEALTH | $500 |
| WYCLIFFE BIBLE TRANSLATOR | |||||||
| PO BOX 628200 | ORLANDO | FL | 32862 | NONE | 501(C)(3) | RELIGIOUS | $500 |
| SALVATION ARMY | |||||||
| 711 EAST WASHINGTON ST | INDIANAPOLIS | IN | 46204 | NONE | 501(C)(3) | RELIGIOUS | $100 |
| TEXAS BAPTIST MEN | |||||||
| 5351 CATRON | DALLAS | TX | 75227 | NONE | 501(C)(3) | RELIGIOUS | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 93045 | 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 | $17,080 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $952 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 10162 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $18,032 | ExclusionAmount |
| Related Or Exempt Function Income | 10162 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 28194 | 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 |
Compensation Explanation CompensationExplanation
Compensation Compensation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | DAVID JUSTICE | PersonName |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset (23 entries)
| NameName | Date AcquiredDateAcquired | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | BasisBasis | Total NetTotalNet |
|---|---|---|---|---|---|---|
| 60.015 SH HARTFORD CAP APPREC | 2011-11 | PURCHASE | 2012-01 | 1785 | 1716 | 69 |
| 522.028 SH HARTFORD CAP APPREC | 2011-11 | PURCHASE | 2012-01 | 16376 | 14925 | 1451 |
| 119.487 SH BARON INV TRUSAT FUNDS | 2011-11 | PURCHASE | 2012-01 | 6370 | 6112 | 258 |
| 2733.591 SH EATON VANCE MUTUAL FUNDS | 2011-11 | PURCHASE | 2012-01 | 24438 | 24165 | 273 |
| 613.290 ADVISORS INNER CIRCLE | 2011-11 | PURCHASE | 2012-02 | 7415 | 6746 | 669 |
| 1509.799 SH OPPENHEIMER SENIOR FLOAT | 2011-11 | PURCHASE | 2012-02 | 12365 | 12155 | 210 |
| 5224.660 HANCOCK JOHN FUNDS II | 2011-03 | PURCHASE | 2012-02 | 48689 | 50005 | -1316 |
| 1222.905 TEMPLETON GLOBAL INV | 2011-11 | PURCHASE | 2012-03 | 16081 | 15554 | 527 |
| 579.286 FIRSEAGLE FINDS | 2011-11 | PURCHASE | 2012-04 | 12681 | 12631 | 50 |
| 491.711 SH AQR DIVERSIFIED ARBIT | 2011-11 | PURCHASE | 2012-05 | 5424 | 5537 | -113 |
| 633.141 SH COLUMBIA MARISCO | 2011-11 | PURCHASE | 2012-05 | 7693 | 6876 | 817 |
| 540.762 SH DOUBLELINE TOTAL RET | 2012-01 | PURCHASE | 2012-05 | 6078 | 6024 | 54 |
| 578.154 SH EATON VANCE NATIONAL MUNI | 2011-11 | PURCHASE | 2012-05 | 5735 | 5336 | 399 |
| 100.834 SH FORWARD GLOBAL INFR | 2011-11 | PURCHASE | 2023-05 | 1904 | 1887 | 17 |
| 59.745 SH HARTFORD CAP APPRE | 2011-11 | PURCHASE | 2012-05 | 1798 | 1708 | 90 |
| 211.745 SH HOTCHKIS & WILEY | 2011-11 | PURCHASE | 2012-05 | 2564 | 2511 | 53 |
| 176.650 SH JP MORGAN STRATEGIC | 2011-11 | PURCHASE | 2012-05 | 2030 | 2033 | -3 |
| 159.133 SH PIMCO TOTAL RETURN | 2011-11 | PURCHASE | 2012-05 | 1787 | 1719 | 68 |
| 400.083 SH RS GLOBAL NAT RES | 2011-11 | PURCHASE | 2012-05 | 1356 | 1450 | -94 |
| 326.718 SH WESTERN ASSET CORE | 2011-11 | PURCHASE | 2012-05 | 3708 | 3614 | 94 |
| 2149.617 SH COLUMBIA MARISCO | 2011-11 | PURCHASE | 2012-07 | 26655 | 23346 | 3309 |
| .144 SH HOTCHKINS & WILEY | 2011-11 | PURCHASE | 2012-11 | 2 | 2 | |
| 392.94 SH RS GLOBAL NAT RES | 2011-11 | PURCHASE | 2012-12 | 14558 | 14210 | 348 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| INVESTMENT LPL SAM 2614-2249 | 298985 | 615785 |
| INVESTMENT LPL MS 2462-1975 | 262221 | 272460 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (6 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| EXPENSES | ||
| BOARDWALK PIPELINE PARTNERS K | 475 | 475 |
| ENERGY TRANSFER PATNERS K-1 | 914 | 914 |
| ENTERPRISE PRODUCTS PARTNERS | 263 | 263 |
| MARKWEST ENERGY PARTNERS | 6111 | 6111 |
| BANK FEES | 40 | 40 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| ONEOK PARTNERS K-1 | 946 | 946 |
| TEEKAY LNG PARTNERS | 6 | 6 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | Category |
| Amount | $13,985 | Amount |
| Net Investment Income | 13985 | NetInvestmentIncome |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | DAVID JUSTICE | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10397 COURAGEOUS DR | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46236 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT TAXES/LICENSES | Category |
| Amount | $43 | Amount |
| Net Investment Income | 43 | NetInvestmentIncome |
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