JUSTICE FAMILY FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- JUSTICE FAMILY FOUNDATION INC (EIN 35-1935338)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-09-17
- IRS object ID
- 201242619349100504
- Schema version
- 2011v1.2
- 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
- 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
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-09-17T10:19:19-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 2011-01-01 | 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 | 2012-09-14 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEAN DEUSER | Name |
| Phone | 3177835461 | Phone |
| Date Prepared | 2012-09-17 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 0 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 303330 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 11215 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 11215 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 4578 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 345110 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 5966 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 1863 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 1863 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 320986 | TotalRevenueAndExpenses |
| Total Net Investment Income | 19044 | TotalNetInvestmentIncome |
| Other Prof Fees Rev And Expnss | 9292 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 9292 | OtherProfFeesNetInvstIncm |
| Other Expenses Rev And Expnss | 5501 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 5501 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 14793 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 14793 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 90455 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 90455 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 105248 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 14793 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 90455 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 215738 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 4251 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 973 | CashBOY |
| Cash EOY | 973 | CashEOY |
| Investments Corp Stock BOY | 433119 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 648857 | InvestmentsCorpStockEOY |
| Total Assets BOY | 434092 | TotalAssetsBOY |
| Total Assets EOY | 649830 | TotalAssetsEOY |
| Total Assets EOYFMV | 0 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 434092 | RetainedEarningsBOY |
| Retained Earnings EOY | 649830 | RetainedEarningsEOY |
| Total Net Assets BOY | 434092 | TotalNetAssetsBOY |
| Total Net Assets EOY | 649830 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 434092 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 649830 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 434092 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 215738 | ExcessOfRevenueOverExpenses |
| Subtotal | 649830 | Subtotal |
| Total Net Assets Fund Balances EOY | 649830 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 5966 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 26920 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 581990 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.046255 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 45235 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 455515 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.099305 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 36506 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 533632 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.068410 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 64607 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 551766 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.117091 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 46872 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 511648 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.091610 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.422671 | TotalDistributionRatio |
| Average Distribution Ratio | 0.084534 | AverageDistributionRatio |
| Net Noncharitable Assets | 658653 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 55679 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 43 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 55722 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 90455 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 43 | InvestmentIncomeExciseTax |
| Subtotal | 43 | Subtotal |
| Tax Based On Investment Income | 43 | TaxBasedOnInvestmentIncome |
| Tax Due | 43 | TaxDue |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
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 |
| 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 | true | 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 |
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 |
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 | 667710 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 973 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 668683 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 668683 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 10030 | CashDeemedCharitable |
| Net Noncharitable Assets | 658653 | NetNoncharitableAssets |
| Minimum Investment Return | 32933 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 32933 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 43 | TaxBasedOnInvestmentIncome |
| Total Tax | 43 | TotalTax |
| Distributable Amount Before Adj | 32890 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 32890 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 32890 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 90455 | ExpensesAndContributions |
| Qualifying Distributions | 90455 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 43 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 90412 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 32890 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 19988 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 37407 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 10048 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 22459 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 89902 | TotalExcessDistriCarryover |
| Qualifying Distributions | 90455 | QualifyingDistributions |
| Applied To Current Year | 32890 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 57565 | RemainingDistriFromCorpus |
| Total Corpus | 147467 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 19988 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 127479 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 37407 | ExcessFromYear4 |
| Excess From Year3 | 10048 | ExcessFromYear3 |
| Excess From Year2 | 22459 | ExcessFromYear2 |
| Excess From Current Year | 57565 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| 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 | |
| BAPTIST STANDARD PUBLISHING | ||||||||
| PO BOX 259019 | PLANA | TX | 75025 | NONE | 501(C)(3) | RELIGIOUS | $250 | |
| CAMPUS CRUSADE FOR CHRIST | ||||||||
| PO BOX 828222 | ORLANDO | FL | 32962 | NONE | 501(C)(3) | RELIGIOUS | $1,200 | |
| HENDRICKS COUNTY COMM FND | ||||||||
| 5055 E MAIN STREET | AVON | IN | 46123 | NONE | 501(C)(3) | EDUCATION | $550 | |
| IN ASSOC OF CHEIFS OF POL | ||||||||
| 10293 N MERIDIAN ST 175 | INDIANAPOLIS | IN | 46290 | NONE | 501(C)(3) | PUBLIC SAFETY | $50 | |
| INDIANA STATE FRATERNAL O | ||||||||
| 1427 E WASHINGTON ST | INDIANAPOLIS | IN | 46201 | NONE | 501(C)(3) | PUBLIC SAFETY | $50 | |
| INDIANA TROOPERS ASSOC | ||||||||
| 1508 E 86TH STREET | INDIANAPOLIS | IN | 46204 | NONE | 501(C)(3) | PUBLIC SAFETY | $35 | |
| UNITED NRGRO COLLEGE FUND | ||||||||
| 8260 WILLOW OAKS CORPORAT | FAIRFAX | VA | 22031 | NONE | 501(C)(3) | EDUCATION | $100 | PO BOX 10444 |
| BAYLOR UNIVERSITY | ||||||||
| ONE BEAR PLACE 97050 | WACO | TX | 76798 | NONE | 501(C)(3) | EDUCATION | $30,000 | |
| JOY'S HOUSE | ||||||||
| 2028 EAST BROAD RIPPLE AV | INDIANAPOLIS | IN | 46220 | NONE | 501(C)(3) | HEALTH | $20,000 | |
| NORTHSIDE BAPTIST CHURCH | ||||||||
| 3021 E 71ST ST | INDIANAPOLIS | IN | 46220 | NONE | 501(C)(3) | RELIGIOUS | $31,000 | |
| POLICE PROTECTIVE FUND | ||||||||
| 450 E 96TH STREET 500 | INDIANAPOLIS | IN | 46240 | NONE | 501(C)(3) | PUBLIC SAFETY | $35 | |
| RILEY CHILDREN'S FOUNDATION | ||||||||
| 30 S MERIDIAN ST SUITE 20 | INDIANAPOLIS | IN | 46204 | NONE | 501(C)(3) | HEALTH | $1,000 | |
| HABITAT FOR HUMANITY | ||||||||
| 1011 E 22ND STREET | INDIANAPOLIS | IN | 46202 | NONE | 501(C)(3) | HEALTH | $50 | |
| DISABLED POLICE AND SHERIFFS FUND | ||||||||
| 23 TEABERRY DR | CHEPACHET | RI | 02814 | NONE | 501(C)(3) | PUBLIC SAFETY | $35 | |
| TRINITY CHRISTIAN SCHOOL | ||||||||
| 440 SAINT PETERS ST | INDIANAPOLIS | IN | 46201 | NONE | 501(C)(3) | EDUCATION | $100 | |
| WYCLIFFE BIBLE TRANSLATOR | ||||||||
| PO BOX 628200 | ORLANDO | FL | 32862 | NONE | 501(C)(3) | RELIGIOUS | $500 | |
| DENISON FORUM | ||||||||
| 17304 PRESTON RD SUITE 10 | DALLAS | TX | 75252 | NONE | 501(C)(3) | RELIGIOUS | $250 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 90455 | 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 | $11,215 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,863 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $5,966 | ExclusionAmount |
| Related Or Exempt Function Income | -1388 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $19,044 | ExclusionAmount |
| Related Or Exempt Function Income | -1388 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 17656 | 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 |
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 Individual | DAVID JUSTICE | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10397 COURAGEOUS DR | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46236 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 303330 | AggregateContributions |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty (52 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 1 | 81 SH ABBOTT LABORATORIES | 4370 | 2011-11-10 |
| 1 | 10 SH BORG WARNER INC | 678 | 2011-11-10 |
| 1 | 16 SH COMERICA INC | 410 | 2011-11-10 |
| 1 | 230 SH E M C CORP MASS | 5534 | 2011-11-10 |
| 1 | 40.099 SH FED SERS INC TOTAL BD | 455 | 2011-11-10 |
| 1 | 74 SH HEINZ HJ COMPANY | 3933 | 2011-11-10 |
| 1 | 68 SH LAS VEGAS SANDS CORP | 3030 | 2011-11-10 |
| 1 | 303 SH ORACLE CORP | 9614 | 2011-11-10 |
| 1 | 88 SH TIME WARNER INC | 3008 | 2011-11-10 |
| 1 | 812.742 SH ALGER INST FUND SM | 21570 | 2011-11-10 |
| 1 | 120.104 SH CALAMOS MKT NEUTRAL | 1439 | 2011-11-10 |
| 1 | 26 SH COVIDIEN PLC | 1211 | 2011-11-10 |
| 1 | 112 SH EBAY INC | 3444 | 2011-11-10 |
| 1 | 50 SH FED SERS INC TOTAL BD | 568 | 2011-11-10 |
| 1 | 04 SH HOME DEPOT INC | 3869 | 2011-11-10 |
| 1 | 84 SH ELI LILLY AND COMPANY | 3127 | 2011-11-10 |
| 1 | 16 SH PRECISION CASTPARTS CORP | 2657 | 2011-11-10 |
| 1 | 43 SH UNITEDHEALTH GROUP INC | 1984 | 2011-11-10 |
| 1 | 22 SH ALLERGAN INC | 1822 | 2011-11-10 |
| 1 | 685.125 SH CALAMOS MKT NEUTRAL | 8208 | 2011-11-10 |
| 1 | 17 SH DANAHER CORP | 826 | 2011-11-10 |
| 1 | 13 SH EOG RESOURCES INC | 1301 | 2011-11-10 |
| 1 | 536.937 SH FED SERS INC TOTAL BD | 6094 | 2011-11-10 |
| 1 | 98 SH INTEL CORP | 2358 | 2011-11-10 |
| 1 | 29 SH MEAD JOHNSON NUTRITION CO | 2034 | 2011-11-10 |
| 1 | 53 SH QEP RESOURCES INC | 1898 | 2011-11-10 |
| 1 | 18 SH V F CORP | 2392 | 2011-11-10 |
| 1 | 9 SH AMAZON.COM INC. | 1897 | 2011-11-10 |
| 1 | 26 SH CITRIX SYSTEMS INC. | 1848 | 2011-11-10 |
| 1 | 25 SH DEERE AND COMPANY | 1839 | 2011-11-10 |
| 1 | 17 SH ESTEE LAUDER COMPANY INC | 1972 | 2011-11-10 |
| 1 | 11,285.59 SH FED SERS INC TOTAL | 128091 | 2011-11-10 |
| 1 | 24 SH IBM CORP | 4400 | 2011-11-10 |
| 1 | 137 SH MICROSOFT CORP | 3600 | 2011-11-10 |
| 1 | 25 SH RALPH LAUREN CORP CLA | 3781 | 2011-11-10 |
| 1 | 53 SH WAL-MART STORES INC | 3081 | 2011-11-10 |
| 1 | 40 SH AMERICAN ELECTRIC POWER CO | 1554 | 2011-11-10 |
| 1 | 26 SH COACH INC | 1627 | 2011-11-10 |
| 1 | 46 SH DIAGEO PLC SPONSORED ADR | 3828 | 2011-11-10 |
| 1 | 6 SH EXPRESS SCRIPTS INC | 282 | 2011-11-10 |
| 1 | 10 SH GOOGLE INC CLASS A | 5951 | 2011-11-10 |
| 1 | 76 SH INTUIT INC | 4013 | 2011-11-10 |
| 1 | 49 SH MONSANTO COMPANY | 3602 | 2011-11-10 |
| 1 | 61 SH SCHLUMBERGER LTD | 4517 | 2011-11-10 |
| 1 | 66 SH BOEING COMPANY | 4279 | 2011-11-10 |
| 1 | 45 SH COCA-COLA COMPANY | 3032 | 2011-11-10 |
| 1 | 22 SH DOW CHEMICAL COMPANY | 603 | 2011-11-10 |
| 1 | 26 SH FAMILY DOLLAR STORES INC | 1506 | 2011-11-10 |
| 1 | 623.542 SH HARBOR FUND SM CAP | 12084 | 2011-11-10 |
| 1 | 36 SH KOHLS CORP | 1993 | 2011-11-10 |
| 1 | 75 SH NORDSTROM INC | 3722 | 2011-11-10 |
| 1 | 55 SH STARBUCKS CORP | 2394 | 2011-11-10 |
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 (50 entries)
| NameName | Date AcquiredDateAcquired | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | BasisBasis | Total NetTotalNet |
|---|---|---|---|---|---|---|
| 81 SH ABBOTT LABORATORIES | 2011-11 | DONATION | 2011-11 | 4345 | 4370 | -25 |
| 812.742 SH ALGER INSTITUTIONAL FUND | 2011-11 | DONATION | 2011-11 | 21294 | 21570 | -276 |
| 22.000 SH ALLERGAN INC. | 2011-11 | PURCHASE | 2011-11 | 1813 | 1822 | -9 |
| 9.000 SH AMAZON.COM INC | 2011-11 | PURCHASE | 2011-11 | 1783 | 1897 | -114 |
| 40.000 SH AM ELECTRIC POWER CO INC | 2011-11 | PURCHASE | 2011-11 | 1543 | 1554 | -11 |
| 66.000 SH BOEING COMPANY | 2011-11 | PURCHASE | 2011-11 | 4454 | 4279 | 175 |
| 10.000 SH BORG WARNER INC. | 2011-11 | PURCHASE | 2011-11 | 640 | 678 | -38 |
| 805.229 SH CALAMOS MARKET NEUTRAL FD | 2011-11 | PURCHASE | 2011-11 | 9590 | 9647 | -57 |
| 26.000 SH CITRIX SYSTEMS INC. | 2011-11 | PURCHASE | 2011-11 | 1838 | 1848 | -10 |
| 26.000 SH COACH INC | 2011-11 | PURCHASE | 2011-11 | 1583 | 1627 | -44 |
| 45.000 SH COCA-COLA COMPANY | 2011-11 | PURCHASE | 2011-11 | 3033 | 3033 | |
| 16.000 SH COMERICA INC. | 2011-11 | PURCHASE | 2011-11 | 399 | 410 | -11 |
| 26.000 SH COVIDIEN PLC | 2011-11 | PURCHASE | 2011-11 | 1196 | 1211 | -15 |
| 17.000 SH DANAHER CORP | 2011-11 | PURCHASE | 2011-11 | 807 | 826 | -19 |
| 25.000 SH DEERE AND COMPANY | 2011-11 | PURCHASE | 2011-11 | 1858 | 1840 | 18 |
| 46.000 SH DIAGEO PLC SPONSORED ADR | 2011-11 | PURCHASE | 2011-11 | 3813 | 3828 | -15 |
| 22.000 SH DOW CHEMICAL COMPANY | 2011-11 | PURCHASE | 2011-11 | 572 | 603 | -31 |
| 230.000 SH EMC CORP MASS | 2011-11 | PURCHASE | 2011-11 | 5320 | 5534 | -214 |
| 112.000 SH EBAY INC | 2011-11 | PURCHASE | 2011-11 | 3339 | 3444 | -105 |
| 13.000 SH EOG RESOURCES INC | 2011-11 | PURCHASE | 2011-11 | 1272 | 1301 | -29 |
| 17.000 SH ESTEE LAUDER CO INC | 2011-11 | PURCHASE | 2011-11 | 1918 | 1972 | -54 |
| 6.000 SH EXPRESS SCRIPTS INC | 2011-11 | PURCHASE | 2011-11 | 264 | 282 | -18 |
| 26.000 SH FAMILY DOLLAR STORES | 2011-11 | PURCHASE | 2011-11 | 1482 | 1506 | -24 |
| 11912.626 SH FEDERATED SERS INC TL R | 2011-11 | PURCHASE | 2011-11 | 134851 | 135208 | -357 |
| 10.000 SH GOOGLE INC | 2011-11 | PURCHASE | 2011-11 | 5964 | 5951 | 13 |
| 623.542 SH HARBOR FD SM CAP VALUE FD | 2011-11 | PURCHASE | 2011-11 | 11922 | 12084 | -162 |
| 74.000 SH HEINZ HJ COMPANY | 2011-11 | PURCHASE | 2011-11 | 3780 | 3933 | -153 |
| 104.000 SH HOME DEPOT INC | 2011-11 | PURCHASE | 2011-11 | 3927 | 3869 | 58 |
| 98.000 SH INTEL CORP | 2011-11 | PURCHASE | 2011-11 | 2384 | 2358 | 26 |
| 24.000 SH IBM CORP | 2011-11 | PURCHASE | 2011-11 | 4456 | 4400 | 56 |
| 76.000 SH INTUIT INC | 2011-11 | PURCHASE | 2011-11 | 3966 | 4013 | -47 |
| 36.000 SH KOHLS CORP | 2011-11 | PURCHASE | 2011-11 | 1989 | 1993 | -4 |
| 68.000 SH LAS VEGAS SANDS CORP | 2011-11 | PURCHASE | 2011-11 | 3093 | 3030 | 63 |
| 84.000 SH ELI LILLY AND COMPANY | 2011-11 | PURCHASE | 2011-11 | 3105 | 3127 | -22 |
| 29.000 SH MEAD JOHNSON NUTRITION CO | 2011-11 | PURCHASE | 2011-11 | 2042 | 2034 | 8 |
| 55.000 SH STARBUCKS CORP | 2011-11 | PURCHASE | 2011-11 | 2317 | 2394 | -77 |
| 88.000 SH TIME WARNER INC | 2011-11 | PURCHASE | 2011-11 | 2964 | 3008 | -44 |
| 43.000 SH UNITEDHEALTH GROUP INC. | 2011-11 | PURCHASE | 2011-11 | 1921 | 1984 | -63 |
| 18.000 SH V F CORP | 2011-11 | PURCHASE | 2011-11 | 2374 | 2392 | -18 |
| 53.000 SH WAL-MART STORES INC | 2011-11 | PURCHASE | 2011-11 | 3032 | 3081 | -49 |
| 137.000 SH MICROSOFT CORP | 2011-11 | PURCHASE | 2011-11 | 3472 | 3600 | -128 |
| 49.000 SH MONSANTO COMPANY | 2011-11 | PURCHASE | 2011-11 | 3495 | 3602 | -107 |
| 75.000 SH NORDSTROM INC | 2011-11 | PURCHASE | 2011-11 | 3523 | 3722 | -199 |
| 303.000 SH ORACLE CORP | 2011-11 | PURCHASE | 2011-11 | 9279 | 9614 | -335 |
| 16.000 SH PRECISION CASTPARTS CORP | 2011-11 | PURCHASE | 2011-11 | 2548 | 2657 | -109 |
| 53.000 SH QEP RESOURCES INC | 2011-11 | PURCHASE | 2011-11 | 1688 | 1898 | -210 |
| 25.000 SH RALPH LAUREN CORP | 2011-11 | PURCHASE | 2011-11 | 3659 | 3781 | -122 |
| 61.000 SH SCHLUMBERGER LTD | 2011-11 | PURCHASE | 2011-11 | 4362 | 4517 | -155 |
| 353.059 SH OPPENHEIMER DEV MTKS FUND | 2010-04 | PURCHASE | 2011-03 | 11858 | 10625 | 1233 |
| 3012.472 SH RIDGEWORTH FUNDS SEIX FL | 2010-04 | PURCHASE | 2011-03 | 27017 | 26575 | 442 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue |
|---|---|
| INVESTMENT LPL SAM 2614-2249 | 343849 |
| INVESTMENT LPL MS 2462-1975 | 305008 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| EXPENSES | ||
| BOARDWALK PIPELINE PARTNERS K | 732 | 732 |
| ENERGY TRANSFER PATNERS K-1 | 2040 | 2040 |
| ENTERPRISE PRODUCTS PARTNERS | 2331 | 2331 |
| TEEKAY LNG PARTNERS K-1 | 398 | 398 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| MARKWEST ENERGY K-1 | 1472 | 1472 |
| ONEOK PARTNERS K-1 | 391 | 391 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT OTHER PROFESSIONAL FEES | Category |
| Amount | $9,292 | Amount |
| Net Investment Income | 9292 | 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 |
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