Civic Intelligence

The Winchester Foundation

990PF • Fiscal year 2019 • EIN 23-7422941

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 15, 2020

Organization Profile
120 West Washington StreetWinchester, IN 47394

(765) 584-9077

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

45th percentile

0.02x

Higher debt load relative to assets than 45% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

71st percentile

0.20x

Higher debt load relative to revenue than 71% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

19th percentile

-20%

Higher net margin than 19% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

40th percentile

-0.0%

Faster asset growth than 40% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

13th percentile

-28%

Faster revenue growth than 13% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets45th percentile

Assets

Down

$4,263,405

Down $290 (-0.0%) from 2018

Net Assets

Down

$4,198,405

Down $63,795 (-1.5%) from 2018

Liabilities

Up

$65,000

Up $63,505 (+4248%) from 2018

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin19th percentile

Revenue

Down

$320,708

Down $127,091 (-28%) from 2018

Expenses

Up

$384,503

Up $108,180 (+39%) from 2018

Net Income

Down

-$63,795

Down $235,271 (-137%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2010: $3,721,242Liabilities 2010: $1,457Net Assets 2010: $3,719,7852010Assets 2013: $3,752,510Liabilities 2013: $4,127Net Assets 2013: $3,748,3832013Assets 2014: $3,925,178Liabilities 2014: $787Net Assets 2014: $3,924,3912014Assets 2015: $4,014,810Liabilities 2015: $25,000Net Assets 2015: $3,989,8102015Assets 2016: $3,976,507Liabilities 2016: $0Net Assets 2016: $3,976,5072016Assets 2017: $4,090,724Liabilities 2017: $0Net Assets 2017: $4,090,7242017Assets 2018: $4,263,695Liabilities 2018: $1,495Net Assets 2018: $4,262,2002018Assets 2019: $4,263,405Liabilities 2019: $65,000Net Assets 2019: $4,198,4052019Assets 2020: $4,195,521Liabilities 2020: $118,536Net Assets 2020: $4,076,9852020Assets 2021: $5,105,367Liabilities 2021: $72,858Net Assets 2021: $5,032,5092021Assets 2022: $5,114,322Liabilities 2022: $27,058Net Assets 2022: $5,087,2642022Assets 2023: $4,853,658Liabilities 2023: $68,950Net Assets 2023: $4,784,7082023Assets 2024: $4,855,540Liabilities 2024: $67,199Net Assets 2024: $4,788,3412024

Highlighted filing

2019

Assets$4,263,405
Liabilities$65,000
Net Assets$4,198,405
Open 2019 Filing

Operations Trend

Revenue Growth13th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2010: $232,3132010Revenue 2013: $427,434Expenses 2013: $268,530Net Income 2013: $158,9042013Revenue 2014: $462,656Expenses 2014: $286,648Net Income 2014: $176,0082014Revenue 2015: $376,042Expenses 2015: $310,623Net Income 2015: $65,4192015Revenue 2016: $258,856Expenses 2016: $272,159Net Income 2016: -$13,3032016Revenue 2017: $410,867Expenses 2017: $296,650Net Income 2017: $114,2172017Revenue 2018: $447,799Expenses 2018: $276,323Net Income 2018: $171,4762018Revenue 2019: $320,708Expenses 2019: $384,503Net Income 2019: -$63,7952019Revenue 2020: $263,506Expenses 2020: $384,926Net Income 2020: -$121,4202020Revenue 2021: $1,274,528Expenses 2021: $319,004Net Income 2021: $955,5242021Revenue 2022: $265,564Expenses 2022: $210,809Net Income 2022: $54,7552022Revenue 2023: -$44,246Expenses 2023: $258,310Net Income 2023: -$302,5562023Revenue 2024: $255,533Expenses 2024: $251,900Net Income 2024: $3,6332024

Highlighted filing

2019

Revenue$320,708
Expenses$384,503
Net Income-$63,795
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 15, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRIS L TALLEYChairman-$0--
TERRI E MATCHETTSecretary-$0--
RUTH CONNOLLYTrustee-$0--
HELEN GARLOTTETrustee-$0--
DANE STARBUCKTrustee-$0--
Meeks CockerillTrustee-$0--
Kathryn KennisonTrustee-$0--
Cathy StephenTrustee-$0--
Michael WickershamTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSEE ATTACHED SCHEDULEGENERAL-VARIOUS CITIES, IN, US$323,475
Filing and Contact Details

Filer

Filer Name
The Winchester Foundation
EIN
23-7422941
In Care Of
% THE WINCHESTER FOUNDATION
Phone
7655849077
Address
120 West Washington Street, WINCHESTER, IN 47394

Signing Officer

Name
Chris L Tally
Title
Chairman
Phone
7655849077
Signed
2020-07-15
Discuss with paid preparer
Yes

Preparer

Firm
Bkd Llp
Address
201 N Illinois Street, Indianapolis, IN 46204
Preparer
Nicole B Fishback
Phone
3173834000
Raw XML AppendixShowing 400 of 434 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0215858
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt80
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CHRIS L TALLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1TERRI E MATCHETT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2RUTH CONNOLLY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3HELEN GARLOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4DANE STARBUCK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Meeks Cockerill
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6Kathryn Kennison
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7Cathy Stephen
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8Michael Wickersham
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CHAIRMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0100 S MERIDIAN STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1100 S MERIDIAN STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2850 VILLAGE DRIVE EAST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt37440 N SHADELAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4100 S MERIDIAN STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5120 West Washington Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt6120 West Washington Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt7120 West Washington Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt8120 West Washington Street
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5WINCHESTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6WINCHESTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm7WINCHESTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm8WINCHESTER
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2IN
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd7IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd8IN
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0263946
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0266734
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0242872
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0262277
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0267675
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0253073
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0252236
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.05554
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.052378
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.061017
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.053927
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.052903
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt02788
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt04752357
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt04636901
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt04563171
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt04386862
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt04692916
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt04767934
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0349316
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.277702
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0346528
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0349316
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt02788
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0349316
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/RelyingCurrentNtcDsstrAsst1Ind0X
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0120 WEST WASHINGTON STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WINCHESTER
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd047394
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0THE WINCHESTER FOUNDATION
IRS990PF/StatementsRegardingActyGrp/PhoneNum07655849077
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER FROM
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0MR CHRIS TALLEY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07652776152
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0120 WEST WASHINGTON STREET
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0WINCHESTER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0IN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd047394
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0323475
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0VARIOUS ADDRESSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0VARIOUS CITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd047394
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0323475
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0234830
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0234830
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt016422
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt041802
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt053014
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt025437
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt022579
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt022579
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0251161
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0114486
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt016422
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt041802
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt053014
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt025437
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0349316
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0114486
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0273740
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0159254
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0First Merchants Wealth Advisors
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO Box 1467
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Muncie
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0IN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd047308
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt05000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt011123
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt10
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0INTEREST AND DIVIDENDS REC.
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1FEDERAL EXCISE TAX REFUNDABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt013420
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt12676
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt013420
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt12676
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISCELANEOUS EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INSURANCE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01718
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11439
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01718
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11439
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt032366
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt032366
TaxesSchedule/TaxesDetail/Amt02821
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,263,405
Liabilities
$65,000
Net assets
$4,198,405
Revenue
$320,708
Expenses
$384,503
Net income
-$63,795
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.86$0.07$4.79$0.26$0.25$0.00
2023Detailed filing. Detailed filing data is available for this year.$4.85$0.07$4.78$0.04$0.26$0.30
2022Detailed filing. Detailed filing data is available for this year.$5.11$0.03$5.09$0.27$0.21$0.05
2021Detailed filing. Detailed filing data is available for this year.$5.11$0.07$5.03$1.27$0.32$0.96
2020Detailed filing. Detailed filing data is available for this year.$4.20$0.12$4.08$0.26$0.38$0.12
2019Detailed filing. Detailed filing data is available for this year.$4.26$0.07$4.20$0.32$0.38$0.06
2018Detailed filing. Detailed filing data is available for this year.$4.26$0.00$4.26$0.45$0.28$0.17
2017Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$0.41$0.30$0.11
2016Detailed filing. Detailed filing data is available for this year.$3.98$0.00$3.98$0.26$0.27$0.01
2015Detailed filing. Detailed filing data is available for this year.$4.01$0.03$3.99$0.38$0.31$0.07
2014Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.92$0.46$0.29$0.18
2013Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.43$0.27$0.16
2010Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$0.23