GRUBE FAMILY FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- GRUBE FAMILY FOUNDATION INC (EIN 20-0477803)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-06
- IRS object ID
- 201341269349100639
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Assets Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-06T14:25:28-05:00 | 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 | BKD LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 N Illinois Street | AddressLine1 |
| City | Indianapolis | City |
| State | IN | State |
| ZIP Code | 46204 | 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 | 200477803 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRUBE FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % F WILLIAM GRUBE | InCareOfName |
| Name Control | GRUB | NameControl |
| Phone | 3178870860 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6497 DEERFIELD DR | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | GREENWOOD | City |
| State | IN | State |
| ZIP Code | 46143 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | F WILLIAM GRUBE | Name |
| Title | DIRECTOR | Title |
| Phone | 3178870860 | Phone |
| Date Signed | 2013-05-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES S LAUDICK | Name |
| Phone | 3173834000 | 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 | 5914566 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 180302 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 180302 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 395854 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1360887 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 395854 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | -3682 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | -3682 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 572474 | TotalRevenueAndExpenses |
| Total Net Investment Income | 572474 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 3875 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1938 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1937 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 3653 | TaxesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 7528 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1938 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1937 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 65000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 65000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 72528 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1938 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 66937 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 499946 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 570536 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 835506 | CashBOY |
| Cash EOY | 2304166 | CashEOY |
| Cash EOYFMV | 2304166 | CashEOYFMV |
| Investments Corp Stock BOY | 3610372 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2645340 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 3374139 | InvestmentsCorpStockEOYFMV |
| Other Assets BOY | 239943 | OtherAssetsBOY |
| Other Assets EOY | 236261 | OtherAssetsEOY |
| Other Assets EOYFMV | 236261 | OtherAssetsEOYFMV |
| Total Assets BOY | 4685821 | TotalAssetsBOY |
| Total Assets EOY | 5185767 | TotalAssetsEOY |
| Total Assets EOYFMV | 5914566 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 4685821 | RetainedEarningsBOY |
| Retained Earnings EOY | 5185767 | RetainedEarningsEOY |
| Total Net Assets BOY | 4685821 | TotalNetAssetsBOY |
| Total Net Assets EOY | 5185767 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 4685821 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 5185767 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 4685821 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 499946 | ExcessOfRevenueOverExpenses |
| Subtotal | 5185767 | Subtotal |
| Total Net Assets Fund Balances EOY | 5185767 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (8 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| 6000 SHARES OF GLADSTONE CAPITAL CORP. | P | 2012-11-14 | 45729 | 53824 | -8095 | -8095 |
| 12000 SHARES OF GLADSTONE CAPITAL CORP. | P | 2012-11-14 | 91458 | 106155 | -14697 | -14697 |
| 3678 SHARES OF GLADSTONE CAPITAL CORP | P | 2012-11-14 | 28032 | 32475 | -4443 | -4443 |
| 9752 SHARES OF GLADSTONE CAPITAL CORP | P | 2012-11-16 | 70816 | 86106 | -15290 | -15290 |
| 6170 SHARES OF GLADSTONE CAPITAL CORP | P | 2012-11-16 | 44804 | 55048 | -10244 | -10244 |
| 2400 SHARES OF GLADSTONE CAPITAL CORP | P | 2012-11-16 | 17428 | 21559 | -4131 | -4131 |
| 8000 SHARES OF VERIZON WIRELESS | 2012-11-14 | 592383 | 387826 | 204557 | 204557 | |
| 15000 SHARES OF WILLIAMS COMPANIES, INC | P | 2012-11-14 | 470237 | 222040 | 248197 | 248197 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 395854 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 104346 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 5199532 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.020068 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 578363 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 4940010 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.117077 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1625 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 3793271 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.000428 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1600 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 6660 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.24024 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1550 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 8788 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.176377 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.55419 | TotalDistributionRatio |
| Average Distribution Ratio | 0.110838 | AverageDistributionRatio |
| Net Noncharitable Assets | 5708934 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 632767 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 5705 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 638472 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 66937 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 11411 | InvestmentIncomeExciseTax |
| Subtotal | 11411 | Subtotal |
| Tax Based On Investment Income | 11411 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 3416 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 3416 | TotalCreditsAndPayments |
| Tax Due | 7995 | 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 |
| 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 Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | F WILLIAM GRUBE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 3178870860 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6497 DEERFIELD DRIVE | AddressLine1 |
| City | Greenwood | City |
| State | IN | State |
| ZIP Code | 46143 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | true | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| 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 |
| Relying Curr Notice Disaster Asst2 | X | RelyingCurrNoticeDisasterAsst2 |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| F WILLIAM GRUBE | ||||||
| 6497 Deerfield Dr | GREENWOOD | IN | 46143 | DIRECTOR | 1.0 | 0 |
| JANET KRAMPE GRUBE | ||||||
| 6497 Deerfield Dr | GREENWOOD | IN | 46143 | DIRECTOR | 1.0 | 0 |
| JENNIFER GRUBE STRAUMINS | ||||||
| 2838 SHADWELL PLACE | GREENWOOD | IN | 46143 | DIRECTOR | 1.0 | 0 |
| WILLIAM FERDINAND GRUBE | ||||||
| 4342 WHITETAIL WOODS DR | BARGERSVILLE | IN | 46106 | DIRECTOR | 1.0 | 0 |
| ROBERT ELZER | ||||||
| 600 EAST 96TH ST | INDIANAPOLIS | IN | 46240 | DIRECTOR | 1.0 | 0 |
| JOHN GARDNER | ||||||
| 600 EAST 96TH ST | INDIANAPOLIS | IN | 46240 | DIRECTOR | 1.0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Charitable Acty | SummaryOfDirectCharitableActy | |
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 4410154 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1145775 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 239943 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 5795872 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 5795872 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 86938 | CashDeemedCharitable |
| Net Noncharitable Assets | 5708934 | NetNoncharitableAssets |
| Minimum Investment Return | 285447 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 285447 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 11411 | TaxBasedOnInvestmentIncome |
| Total Tax | 11411 | TotalTax |
| Distributable Amount Before Adj | 274036 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 274036 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 274036 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 66937 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 66937 | QualifyingDistributions |
| Adj Qualifying Distributions | 66937 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 274036 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 43 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Total For Prior Years | 0 | TotalForPriorYears |
| Qualifying Distributions | 66937 | QualifyingDistributions |
| Applied To Year1 | 43 | AppliedToYear1 |
| Applied To Current Year | 66894 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Undistributed Income CY | 207142 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
| Excess From Current Year | 0 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | F WILLIAM AND JANET GRUBE | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (2 entries)
| Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|---|
| IU FOUNDATION - CARDIOLOGY FELLOWSHIP | ||||||||
| OFFICE OF GIFT DEVELOPMENT | 110 W MICHIGAN STREET LO 506 | INDIANAPOLIS | IN | 46202 | NONE | PUBLIC | GENERAL | $50,000 |
| CORNEA RESEARCH FOUNDATION OF AMERICA | ||||||||
| 9002 N MERIDIAN STREET STE 212 | INDIANAPOLIS | IN | 46260 | NONE | PUBLIC | GENERAL | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 65000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments | |
| Int On Savings And Temp Cash Invst | IntOnSavingsAndTempCashInvst |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $180,302 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $395,854 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Exclusion Code | 41 | ExclusionCode |
| Exclusion | -$3,682 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $572,474 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 572474 | 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) |
|---|---|---|
| Category | BKD, LLP | Category |
| Amount | $3,875 | Amount |
| Net Investment Income | 1938 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1937 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (13 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| GLADSTONE CAPITAL CORP | 0 | 0 |
| COLGATE PALMOLIVE | 515322 | 679510 |
| VERIZON WIRELESS | 0 | 0 |
| CONOCOPHILLIPS | 309692 | 463920 |
| NUCOR | 533922 | 517920 |
| WILLIAMS COMPANIES, INC. | 0 | 0 |
| WELLPOINT INC. | 67467 | 51660 |
| GREAT ATLANTIC & PAC. TEA COM. | 606 | 1 |
| NISOURCE INC. | 1046510 | 1341969 |
| UNION PACIFIC CORP. | 8051 | 17978 |
| FRONTIER COMMUNICATIONS | 21399 | 14381 |
| PHILLIPS 66 | 92036 | 212400 |
| WPX ENERGY | 50335 | 74400 |
Land Etc Schedule2 LandEtcSchedule2
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | WAKEFIELD ASSOCIATES, LLC | Description |
| BOY Book Value | 239943 | BOYBookValue |
| EOY Book Value | 236261 | EOYBookValue |
| EOYFMV | 236261 | EOYFMV |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | WAKEFIELD ASSOCIATES, LLC | Description |
| Revenue And Expenses Per Books | -3682 | RevenueAndExpensesPerBooks |
| Net Investment Income | -3682 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE | Category |
| Amount | $3,653 | Amount |