INDIANA MASONIC HOME FOUNDATION INCORPORATED: Form 990, tax year 2010
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- Organization
- INDIANA MASONIC HOME FOUNDATION INCORPORATED (EIN 35-1091997)
- Tax period
- 2010-04-01 to 2011-03-31
- Filed
- 2011-09-09
- IRS object ID
- 201112529349300901
- Schema version
- 2010v3.4
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-09-09T13:19:46-05:00 | Timestamp |
| Tax Period End Date | 2011-03-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KSM BUSINESS SERVICES INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 40857 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 462400857 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-04-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351091997 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDIANA MASONIC HOME FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | INDI | NameControl |
| Phone | 3176379582 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 525 N ILLINOIS ST PO BOX 44210 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 462440210 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GEORGE E GALYEAN | Name |
| Title | PRESIDENT | Title |
| Phone | 3176379582 | Phone |
| Date Signed | 2011-08-23 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SCOTT A SCHUSTER | Name |
| Phone | 3175802000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | GEORGE E GALYEAN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 525 N ILLINOIS ST | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46244 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 54412979 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.IMHF.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1935 | YearFormation |
| State Legal Domicile | IN | StateLegalDomicile |
| Activity Or Mission Description | TO SUPPORT THE INDIANA MASONIC HOME BY HOLDING IN TRUST UNDESIGNATED ENDOWMENT FUNDS GIVEN FOR THE BENEFIT OF THE HOME, AND TO MANAGE THESE FUNDS TO ACHIEVE MAXIMUM RETURNS CONSISTENT WITH PRUDENT INVESTMENT PRACTICES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 11 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1689022 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1709257 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 3539947 | InvestmentIncomePriorYear |
| Investment Income Current Year | 8172505 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 4225 | OtherRevenuePriorYear |
| Other Revenue Current Year | 4225 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 5233194 | TotalRevenuePriorYear |
| Total Revenue Current Year | 9885987 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 3737428 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 5648388 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 480259 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 411081 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 445449 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 867631 | OtherExpensePriorYear |
| Other Expenses Current Year | 972237 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 5085318 | TotalExpensesPriorYear |
| Total Expenses Current Year | 7031706 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 147876 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2854281 | RevenuesLessExpensesCY |
| Total Assets BOY | 93220847 | TotalAssetsBOY |
| Total Assets EOY | 104092856 | TotalAssetsEOY |
| Total Liabilities BOY | 1313458 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2118163 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 91907389 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 101974693 | NetAssetsOrFundBalancesEOY |
| Mission Description | SUPPORT OF THE INDIANA MASONIC HOME | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 5648388 | Expense |
| Grants | 5648388 | Grants |
| Description | ANNUAL DISTRIBUTIONS TO THE INDIANA MASONIC HOME FOR THE FRATERNAL BENEFIT AND SUPPORT OF THOSE IN THE MASONIC FAMILY WHO ARE UNABLE TO PROVIDE CARE FOR THEMSELVES. | Description |
| Total Program Service Expense | 5648388 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 48 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 11 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Taxable Distributions | 0 | TaxableDistributions |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IN | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EXECUTIVE DIRECTOR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3176379582 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 44210 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 462440210 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (14 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| GEORGE E GALYEAN | ||||||
| PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| GREGORY N JORDAN | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| ALEX L ROGERS | ||||||
| VICE PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| ALAN D MILLIGAN | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| MARK A HIGGINS | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| ROBERT D HEUCHAN | ||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| WILLIAM A SIGMAN | ||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| JEFFERY P ZARING | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| JAMES L CHESNEY | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| RICHARD J ELMAN | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| BRIAN K BUCHANAN | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL R ST PIERRE | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| GEORGE E PROCTOR DECEASED | ||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 38859 | 0 | 0 | |
| CHRISTOPHER L COX | ||||||
| (INTERIM) EXECUTIVE DIRECTOR | 40.00 | X | 34944 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 73803 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UBS FINANCIAL SERVICES | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8888 KEYSTONE CROSSING 10TH FLOOR | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46240 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | TRUST MANAGEMENT | DescriptionOfServices |
| Compensation | 653689 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| All Other Contributions | 1709257 | AllOtherContributions |
| Total Contributions | 1709257 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3157218 | TotalRevenueColumn |
| Exclusion | $3,157,218 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 4225 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 4225 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4225 | TotalRevenueColumn |
| Exclusion | $4,225 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 49028744 | Securities |
| Other | 513535 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 44378492 | Securities |
| Other | 148500 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4650252 | Securities |
| Other | 365035 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5015287 | TotalRevenueColumn |
| Exclusion | $5,015,287 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9885987 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $8,176,730 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5648388 | Total |
| Program Services | 5648388 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57497 | Total |
| Management And General | 43123 | ManagementAndGeneral |
| Fundraising | 14374 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 265220 | Total |
| Management And General | 89191 | ManagementAndGeneral |
| Fundraising | 176029 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18982 | Total |
| Management And General | 7783 | ManagementAndGeneral |
| Fundraising | 11199 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45444 | Total |
| Management And General | 18632 | ManagementAndGeneral |
| Fundraising | 26812 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23938 | Total |
| Management And General | 9815 | ManagementAndGeneral |
| Fundraising | 14123 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20950 | Total |
| Management And General | 20950 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 653689 | Total |
| Management And General | 653689 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37695 | Total |
| Management And General | 37695 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47854 | Total |
| Fundraising | 47854 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21914 | Total |
| Management And General | 10957 | ManagementAndGeneral |
| Fundraising | 10957 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24480 | Total |
| Management And General | 10037 | ManagementAndGeneral |
| Fundraising | 14443 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 80558 | Total |
| Fundraising | 80558 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16993 | Total |
| Management And General | 16993 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9666 | Total |
| Management And General | 9666 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | FundraisingFundraising | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| PRINTING NEWSLETTER | 46000 | 46000 | |
| PAYROLL PROCESSING | 2966 | 1750 | 1216 |
| REPAIRS & MAINTENANCE | 2758 | 2758 | |
| TELEPHONE | 2700 | 1350 | 1350 |
| MISCELLANEOUS | 2148 | 2148 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1866 | Total |
| Management And General | 1866 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7031706 | Total |
| Program Services | 5648388 | ProgramServices |
| Management And General | 937869 | ManagementAndGeneral |
| Fundraising | 445449 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4216169 | BOY |
| EOY | 3737969 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 461360 | BOY |
| EOY | 47625 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1569300 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 69526 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1040579 | BOY |
| EOY | 1499774 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 86991054 | BOY |
| EOY | 98410114 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 511685 | BOY |
| EOY | 397374 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 93220847 | BOY |
| EOY | 104092856 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1313458 | BOY |
| EOY | 2118163 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1313458 | BOY |
| EOY | 2118163 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 91834838 | BOY |
| EOY | 101940100 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72551 | BOY |
| EOY | 34593 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 91907389 | BOY |
| EOY | 101974693 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 93220847 | BOY |
| EOY | 104092856 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 2854281 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 7213023 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type3 Other | X | SupportingOrg509a3Type3Other |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDIANA MASONIC HOME | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352187477 | EIN |
| Type Of Organization | 9 | TypeOfOrganization |
| Listed In Governing Doc | 1 | ListedInGoverningDoc |
| Supported Organization Notified | 1 | SupportedOrganizationNotified |
| Organized In US | 1 | OrganizedInUS |
| Amount | $5,648,388 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 5648388 | SumOfAmounts |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 89762076 | BeginningOfYearBalance |
| Contributions | 1324834 | Contributions |
| Investment Earnings Or Losses | 15064802 | InvestmentEarningsOrLosses |
| Other Expenditures | 5648388 | OtherExpenditures |
| End Of Year Balance | 100503324 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 69057065 | BeginningOfYearBalance |
| Contributions | 14963 | Contributions |
| Investment Earnings Or Losses | 24427476 | InvestmentEarningsOrLosses |
| Other Expenditures | 3737428 | OtherExpenditures |
| End Of Year Balance | 89762076 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 1.00000 | BoardDesignatedEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 1335000 | InvestmentCostOrOtherBasis |
| Book Value | 1335000 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 178746 | OtherCostOrOtherBasis |
| Depreciation | 28720 | Depreciation |
| Book Value | 150026 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 55554 | OtherCostOrOtherBasis |
| Depreciation | 40806 | Depreciation |
| Book Value | 14748 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1499774 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ANNUITY LIABILITY | $943,526 |
| TRUST LIABILITY | $45,784 |
| AFFINITY FUND | $74,784 |
| MINIMUM PENSION LIABILITY | $141,972 |
| DUE TO RELATED PARTY | $912,097 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2118163 | TotalOfAmounts |
| Total Revenue | 9885987 | TotalRevenue |
| Total Expenses | 7031706 | TotalExpenses |
| Excess Or Deficit For Year | 2854281 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 7256579 | NetUnrealizedGLOnInvestments |
| Other | -$43,556 | OtherAmount |
| Total Adjustments | 7213023 | TotalAdjustments |
| Excess Or Deficit Per FS | 10067304 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 16488877 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 7256579 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 7256579 | RevenueNotRptdF990 |
| Revenue Subtotal | 9232298 | RevenueSubtotal |
| Investment Expenses Not Included | 653689 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 653689 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 9885987 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 6378017 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 6378017 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 653689 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 653689 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 7031706 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE INTENDED USE OF THE ENDOWMENT FUNDS IS FOR THE BENEFIT OF THE INDIANA MASONIC HOME (THE HOME) AT FRANKLIN, INDIANA. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -83,292. MINIMUM PENSION LIABILITY ADJUSTMENT 39,736. | |
| IMH FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. IN ADDITION, IMH FOUNDATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE. THERE WAS NO UNRELATED TAXABLE BUSINESS INCOME FOR THE YEARS ENDED MARCH 31, 2011 AND 2010. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDIANA MASONIC HOME | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 690 S STATE STREET | AddressLine1 |
| City | FRANKLIN | City |
| State | IN | State |
| ZIP Code | 46131 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 352187477 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 5648388 | AmountOfCashGrant |
| Purpose Of Grant | INDIANA MASONIC HOME FOUNDATION SUPPORTS INDIANA MASONIC HOME. | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: ALL MONIES DONATED TO THE INDIANA MASONIC HOME FOUNDATION, INC. GO INTO OUR ENDOWMENT FUND. ANNUALLY, A GRANT IS ISSUED TO THE INDIANA MASONIC HOME, INC. WE SOLELY ISSUE A GRANT TO THE INDIANA MASONIC HOME AND TO NO ONE ELSE. WE MAINTAIN RECORDS OF ALL MONIES DONATED TO THE FOUNDATION. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | A DRAFT OF THE FORM 990 WILL BE PROVIDED VIA EMAIL TO THE BOARD OF DIRECTORS AND QUESTIONS AND COMMENTS WILL BE REQUESTED. THE BOARD PRESIDENT WILL BE RESPONSIBLE FOR FINAL REVIEW AND SIGNING OF THE TAX RETURN. | |
| THE BOARD MEMBERS ARE REQUIRED TO SIGN A STATEMENT ANNUALLY THAT DISCLOSES ANY CONFLICTS. | FORM 990, PART VI, SECTION B, LINE 12C | |
| COPIES OF THE FORM 990 WILL BE MADE AVAILABLE TO ANYONE MAKING A REQUEST TO THE FOUNDATION OFFICE. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 7,256,579. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -83,292. MINIMUM PENSION LIABILITY ADJUSTMENT 39,736. TOTAL TO FORM 990, PART XI, LINE 5: 7,213,023. | FORM 990, PART XI, LINE 5: |
| THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. | FORM 990: PART XII, LINE 2C | |
| SINCE THERE IS ONLY ONE TOP MANAGEMENT (KEY EMPLOYEE, CEO, EXECUTIVE DIRECTOR, ETC.), HIS COMPENSATION IS DETERMINED BY A REVIEW OF THE FOUNDATION BOARD'S EXECUTIVE COMMITTEE (PRESIDENT, VICE-PRESIDENT, SECRETARY AND TREASURER). | FORM 990: PART VI, LINE 15A |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST CLAIR LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 525 NORTH ILLINOIS STREET | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | ENGAGE IN ANY LAWFUL BUSINESS FOR WHICH LLC'S MAY BE ORGANIZED UNDER THE ACT | PrimaryActivities |
| Legal Domicile State | IN | LegalDomicileState |
| Total Income | 631415 | TotalIncome |
| EOY Assets | 631310 | EOYAssets |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| ST CLAIR FOUNDATION INC | ||||||||||
| 525 NORTH ILLINOIS STREET | INDIANAPOLIS | IN | 46204 | 352087590 | PROVIDE FINANCIAL SUPPORT TO THE INDIANA MASONIC HOME | IN | 501(C)(3) | 509(A) PRIVATE FDN | N/A | 0 |
| INDIANA MASONIC HOME | ||||||||||
| 690 STATE STREET | FRANKLIN | IN | 46131 | 352187477 | SERVE CHARITABLE PURPOSE OF OPERATING INDIANA MASONIC HOME IN FRANKLIN, IN | IN | 501(C)(3) | 509(A)(3) | N/A | 0 |
| GRAND LODGE FREE AND ACCEPTED MASONS OF THE STATE OF INDIANA | ||||||||||
| 525 NORTH ILLINOIS STREET | INDIANAPOLIS | IN | 46204 | 350300010 | MEMBERS ONLY FRATERNAL ORGANIZATION | IN | 501(C)(10) | N/A | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| ST CLAIR FOUNDATION INC | ||
| C | 631415 | CASH |
| INDIANA MASONIC HOME | ||
| B | 5648388 | CASH |
| INDIANA MASONIC HOME | ||
| E | 912097 | CASH |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | ST. CLAIR FOUNDATION, INC., EIN 35-2087590, WAS DISSOLVED AS OF 3/31/11. | Explanation |