2011-09-09T13:19:46-05:00 2011-03-31 KSM BUSINESS SERVICES INC PO BOX 40857 INDIANAPOLIS IN 462400857 990 2010-04-01 351091997 INDIANA MASONIC HOME FOUNDATION INC INDI 3176379582 525 N ILLINOIS ST PO BOX 44210 INDIANAPOLIS IN 462440210 GEORGE E GALYEAN 3176379582 2011-08-23 1 SCOTT A SCHUSTER 3175802000 2010 2016-02-24 21:20:13Z GEORGE E GALYEAN 525 N ILLINOIS ST INDIANAPOLIS IN 46244 54412979 0 X WWW.IMHF.ORG X 1935 IN 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. 12 12 11 0 0 0 1689022 1709257 0 0 3539947 8172505 4225 4225 5233194 9885987 3737428 5648388 0 0 480259 411081 0 0 445449 867631 972237 5085318 7031706 147876 2854281 93220847 104092856 1313458 2118163 91907389 101974693 SUPPORT OF THE INDIANA MASONIC HOME 0 0 5648388 5648388 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. 5648388 1 1 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 48 0 1 11 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 IN X EXECUTIVE DIRECTOR 3176379582 PO BOX 44210 INDIANAPOLIS IN 462440210 GEORGE E GALYEAN 1.00 X X 0 0 0 GREGORY N JORDAN 1.00 X 0 0 0 ALEX L ROGERS 1.00 X X 0 0 0 ALAN D MILLIGAN 1.00 X 0 0 0 MARK A HIGGINS 1.00 X 0 0 0 ROBERT D HEUCHAN 1.00 X X 0 0 0 WILLIAM A SIGMAN 1.00 X X 0 0 0 JEFFERY P ZARING 1.00 X 0 0 0 JAMES L CHESNEY 1.00 X 0 0 0 RICHARD J ELMAN 1.00 X 0 0 0 BRIAN K BUCHANAN 1.00 X 0 0 0 MICHAEL R ST PIERRE 1.00 X 0 0 0 GEORGE E PROCTOR DECEASED 40.00 X 38859 0 0 CHRISTOPHER L COX 40.00 X 34944 0 0 73803 0 0 0 0 0 0 UBS FINANCIAL SERVICES 8888 KEYSTONE CROSSING 10TH FLOOR INDIANAPOLIS IN 46240 TRUST MANAGEMENT 653689 1 1709257 1709257 3157218 3157218 4225 4225 4225 4225 49028744 513535 44378492 148500 4650252 365035 5015287 5015287 9885987 0 0 8176730 5648388 5648388 57497 43123 14374 265220 89191 176029 18982 7783 11199 45444 18632 26812 23938 9815 14123 20950 20950 653689 653689 37695 37695 47854 47854 21914 10957 10957 24480 10037 14443 80558 80558 16993 16993 9666 9666 PRINTING NEWSLETTER 46000 46000 PAYROLL PROCESSING 2966 1216 1750 REPAIRS & MAINTENANCE 2758 2758 TELEPHONE 2700 1350 1350 MISCELLANEOUS 2148 2148 1866 1866 7031706 5648388 937869 445449 4216169 3737969 461360 47625 1569300 69526 1040579 1499774 86991054 98410114 511685 397374 93220847 104092856 1313458 2118163 1313458 2118163 X 91834838 101940100 72551 34593 91907389 101974693 93220847 104092856 X 2854281 7213023 X X 0 1 1 X 0 X X 0 0 0 INDIANA MASONIC HOME 352187477 9 1 1 1 5648388 1 5648388 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 89762076 1324834 15064802 5648388 100503324 69057065 14963 24427476 3737428 89762076 1.00000 0 0 1335000 1335000 178746 28720 150026 55554 40806 14748 1499774 ANNUITY LIABILITY 943526 TRUST LIABILITY 45784 AFFINITY FUND 74784 MINIMUM PENSION LIABILITY 141972 DUE TO RELATED PARTY 912097 2118163 9885987 7031706 2854281 7256579 -43556 7213023 10067304 16488877 7256579 7256579 9232298 653689 653689 9885987 6378017 0 6378017 653689 653689 7031706 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. 1 INDIANA MASONIC HOME 690 S STATE STREET FRANKLIN IN 46131 352187477 501(C)(3) 5648388 INDIANA MASONIC HOME FOUNDATION SUPPORTS INDIANA MASONIC HOME. 1 0 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: 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. 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. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD MEMBERS ARE REQUIRED TO SIGN A STATEMENT ANNUALLY THAT DISCLOSES ANY CONFLICTS. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF THE FORM 990 WILL BE MADE AVAILABLE TO ANYONE MAKING A REQUEST TO THE FOUNDATION OFFICE. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: 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 XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. FORM 990: PART VI, LINE 15A 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). ST CLAIR LLC 525 NORTH ILLINOIS STREET INDIANAPOLIS IN 46204 ENGAGE IN ANY LAWFUL BUSINESS FOR WHICH LLC'S MAY BE ORGANIZED UNDER THE ACT IN 631415 631310 N/A 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 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ST CLAIR FOUNDATION INC C 631415 CASH INDIANA MASONIC HOME B 5648388 CASH INDIANA MASONIC HOME E 912097 CASH ST. CLAIR FOUNDATION, INC., EIN 35-2087590, WAS DISSOLVED AS OF 3/31/11.