MICHAEL J AND VICKI L MCCLELLAND FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MICHAEL J AND VICKI L MCCLELLAND FAMILY FOUNDATION (EIN 35-2093969)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-15
- IRS object ID
- 201333199349100603
- 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
- Investments Corp Stock Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-15T07:26:52-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351724750 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUCHERI MCCARTY & METZ LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2147 | AddressLine1 |
| City | KOKOMO | City |
| State | IN | State |
| ZIP Code | 469042147 | 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 | 352093969 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL J & VICKI L MCCLELLAND FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MICH | NameControl |
| Phone | 8647101771 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 AIRPLANE CT | AddressLine1 |
| City | MOORESVILLE | City |
| State | NC | State |
| ZIP Code | 28117 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL J MCCLELLAND | Name |
| Title | CO-TRUSTEE | Title |
| Phone | 8647101771 | Phone |
| Date Signed | 2013-11-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RONALD J METZ CPA | Name |
| PTIN | P00052784 | PTIN |
| Phone | 7652362300 | Phone |
| 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) |
|---|---|---|
| Address Change | X | AddressChange |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 325578 | 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 | 9531 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 9531 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 9531 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 1454 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1454 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 1454 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 10985 | TotalRevenueAndExpenses |
| Total Net Investment Income | 10985 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 9531 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 43 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 0 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 0 | OtherProfFeesAdjNetIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 43 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 53 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 53 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 96 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 96 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 17950 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 17950 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 18046 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 18046 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -7061 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 10985 | NetInvestmentIncome |
| Adjusted Net Income | 9531 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 185902 | CashBOY |
| Cash EOY | 32078 | CashEOY |
| Cash EOYFMV | 32078 | CashEOYFMV |
| Savings And Temp Cash Invst EOY | 728 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 728 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 124676 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 270711 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 292772 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 310578 | TotalAssetsBOY |
| Total Assets EOY | 303517 | TotalAssetsEOY |
| Total Assets EOYFMV | 325578 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 2767 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 2767 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 2767 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2767 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 319539 | CapitalStockBOY |
| Capital Stock EOY | 319539 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | -11728 | RetainedEarningsBOY |
| Retained Earnings EOY | -18789 | RetainedEarningsEOY |
| Total Net Assets BOY | 307811 | TotalNetAssetsBOY |
| Total Net Assets EOY | 300750 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 310578 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 303517 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 307811 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -7061 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 300750 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 300750 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | CAPITAL GAINS DIVIDENDS | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Gross Sales Price | 1454 | GrossSalesPrice |
| Gain Or Loss | 1454 | GainOrLoss |
| Gains Minus Excess Or Losses | 1454 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 1454 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 0 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 17022 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 316820 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.053728 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 18158 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 333971 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.054370 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 19805 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 307961 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.064310 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 21736 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 430196 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.050526 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 22000 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 463381 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.047477 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.270411 | TotalDistributionRatio |
| Average Distribution Ratio | 0.054082 | AverageDistributionRatio |
| Net Noncharitable Assets | 384876 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 20815 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 110 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 20925 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 18046 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 220 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 220 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 220 | TaxBasedOnInvestmentIncome |
| Tax Paid With Extension | 220 | TaxPaidWithExtension |
| Total Credits And Payments | 220 | TotalCreditsAndPayments |
| Tax Due | 0 | 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 | SC | 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 | VALEO FINANCIAL ADVISORS | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3175734699 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 630 W CARMEL DRIVE SUITE 130 | AddressLine1 |
| City | CARMEL | City |
| State | IN | State |
| ZIP Code | 460322513 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL J MCCLELLAND | ||||||||
| 120 AIRPLANE CT | MOORESVILLE | NC | 28117 | TRUSTEE | 20.00 | 0 | 0 | 0 |
| VICKI L MCCLELLAND | ||||||||
| 120 AIRPLANE CT | MOORESVILLE | NC | 28117 | TRUSTEE | 20.00 | 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 | 281742 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 108995 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 390737 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 390737 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 5861 | CashDeemedCharitable |
| Net Noncharitable Assets | 384876 | NetNoncharitableAssets |
| Minimum Investment Return | 19244 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 19244 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 220 | TaxBasedOnInvestmentIncome |
| Total Tax | 220 | TotalTax |
| Distributable Amount Before Adj | 19024 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 19024 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 19024 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 18046 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 18046 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 18046 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 19024 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year1 | 1287 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1287 | TotalExcessDistriCarryover |
| Qualifying Distributions | 18046 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 18046 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 978 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 978 | ExcessDistriCyovAppliedCY |
| Total Corpus | 309 | 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 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 309 | ExcessDistriCyovToNextYear |
| Excess From Year1 | 309 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MICHAEL J MCCLELLAND | ContributingManager |
| Contributing Manager | VICKI L MCCLELLAND | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (19 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|
| ALZHEIMER'S ASSOCIATION | |||||||
| PO BOX 96011 | WASHINGTON | DC | 200906011 | PUBLIC | EXEMPT PURPOSE | $1,000 | |
| BIG BROTHERSBIG SISTERS | |||||||
| 230 NORTH 13TH STREET | PHILADELPHIA | PA | 19107 | PUBLIC | EXEMPT PURPOSE | $500 | |
| COMM FOUNDATION OF HOWARD CO | |||||||
| 215 WEST SYCAMORE | KOKOMO | IN | 46901 | PUBLIC | EXEMPT PURPOSE | $1,000 | |
| BLUE RIDGE PARKWAY FOUNDATION | |||||||
| 717 SOUTH MARSHALL STREET SUITE | WINSTON SALEM | NC | 27101 | PUBLIC | EXEMPT PURPOSE | $500 | 105B |
| COVE CHURCH | |||||||
| 197 LANGTREE RD | MOORESVILLE | NC | 28117 | PUBLIC | EXEMPT PURPOSE | $1,000 | |
| FAMILY SVC OF HOWARD CO | |||||||
| 618 SOUTH MAIN ST | KOKOMO | IN | 46901 | PUBLIC | EXEMPT PURPOSE | $1,000 | |
| KOKOMO AUTOMOTIVE MUSEUM | |||||||
| 1500 N REED RD | KOKOMO | IN | 46901 | PUBLIC | EXEMPT PURPOSE | $500 | |
| DOVE HOUSE CHILDREN'S ADVOCACY CENTER | |||||||
| PO BOX 825 | STATESVILLE | NC | 28687 | PUBLIC | EXEMPT PURPOSE | $950 | |
| MOORESVILLE SOUP KITCHEN | |||||||
| 275 SOUTH BROAD STREET | MOORESVILLE | NC | 28115 | PUBLIC | EXEMPT PURPOSE | $1,000 | |
| NATIONAL PARKINSON FOUNDATION | |||||||
| 1501 NW 9TH AVENUE/BOB HOPE ROAD | MIAMI | FL | 33136 | PUBLIC | EXEMPT PURPOSE | $1,000 | |
| PERRY CO COMMUNITY FOUNDATION | |||||||
| 817 12TH STREET PO BOX 13 | TELL CITY | IN | 47586 | PUBLIC | EXEMPT PURPOSE | $1,000 | |
| UNITED WAY | |||||||
| PO BOX 53 | BREVARD | NC | 28712 | PUBLIC | EXEMPT PURPOSE | $1,000 | |
| SHARING HOUSE | |||||||
| PO BOX 958 | BREVARD | NC | 28712 | PUBLIC | EXEMPT PURPOSE | $1,000 | |
| SPECIAL OLYMPICS TRANSYLVANIA CO SPECIAL OLYMPICS | |||||||
| 2200 GATEWAY CENTRE BLVD STE 201 | MOORESVILLE | NC | 27560 | PUBLIC | EXEMPT PURPOSE | $1,000 | |
| WHEATLAND AVE METHODIST CHURCH | |||||||
| 440 WHEATLAND AVE | LOGANSPORT | IN | 46947 | PUBLIC | EXEMPT PURPOSE | $1,000 | |
| YMCA OF KOKOMO | |||||||
| 200 NORTH UNION ST | KOKOMO | IN | 46901 | PUBLIC | EXEMPT PURPOSE | $1,000 | |
| BOY SCOUTS OF AMERICA SAGAMORE DISTRICT | |||||||
| 518 N MAIN ST PO BOX 865 | KOKOMO | IN | 469030865 | PUBLIC | EXEMPT PURPOSE | $500 | |
| GRACE UNITED METHODIST CHURCH | |||||||
| 212 W WALNUT ST | KOKOMO | IN | 46901 | PUBLIC | EXEMPT PURPOSE | $1,000 | |
| AUBURN CORD DUESENBERG AUTO MUSEUM | |||||||
| 1600 SOUTH WAYNE ST | AUBURN | IN | 46706 | PUBLIC | EXEMPT PURPOSE | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 17950 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $9,531 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,454 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $10,985 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 10985 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | 270711 | EOYBookValue |
| EOYFMV | 292772 | EOYFMV |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE TO MICHAEL MCCLELLAND | Description |
| BOY Book Value | 2767 | BOYBookValue |
| EOY Book Value | 2767 | EOYBookValue |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TRANSACTION FEES | Category |
| Amount | $43 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 43 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PAID | Category |
| Amount | $53 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 53 | DisbursementsCharitablePrps |
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