Public Disclosure for Tax-Exempt Organizations
Tax-exempt organizations are required to make a copy of their application for exemption and Form(s) 990 (and 990-T, if applicable) available for public inspection and to provide copies of such forms to individuals or organizations that request copies. Alternatively, the Internet may be used to make these documents available. (See the “Using the Internet” section which follows.) These rules apply to an organization’s Form(s) 990 (and 990-T, if applicable) for the last three years and to its application for exemption.1 If the application was filed prior to July 15, 1987, disclosure is not required unless the organization had a copy of the application on July 15, 1987. An organization may omit names and addresses of contributors from its return(s). Failure to comply with disclosure requirements can result in an enforcement action by the IRS.
While disclosure rules create an additional burden, they also provide an opportunity for your organization to showcase the community benefits that it provides. The rules also heighten the need to carefully review all responses, including narrative explanations, contained on your Form(s) 990/990-T before filing.
Where Must Information Be Provided? Generally, an organization must make its documents available for public inspection at any location where it has three or more employees. If the only services provided at the site are in furtherance of exempt purposes and the site does not serve as an office for management staff, the documents are not required to be made available there.
How Quickly Must Organizations Reply? Requests for copies can be made in person or in writing. When requests are made in person, the copies must generally be provided on the same business day. There are provisions for delays due to unusual circumstances. However, in no event may the period of delay exceed five business days. Unusual circumstances include times when those staff that are capable of fulfilling a request are absent.
Written Requests Requested copies generally must be mailed within 30 days from the date of the receipt of the written request. However, if the organization requires advance payment of a reasonable fee for copying and postage, it may provide the copies within 30 days from the date it receives payment rather than the date of the original request.
What Can an Organization Charge? You are currently allowed to charge a maximum fee of $.20 cents per page in addition to actual postage costs.
1 Certain information within an application for exemption can be withheld from public inspection if public availability would adversely affect the organization, e.g., information relating to a trade secret, patent, process, style of work or apparatus of the organization.
BKD TAX506 Public Disclosure Rules 9-11 -2-
If any organization receives a written request for copies with no payment enclosed and the organization requires payment in advance, the organization must request payment within seven days from the date it received the request. An organization is required to accept a personal check for written requests if it does not accept payment by credit card. If an organization does not require prepayment and the requester does not enclose a prepayment with the request, the organization must receive consent from a requester before providing copies for which the fee charge for copying and postage would be in excess of $20.
Local or Subordinate Organizations A local or subordinate organization that is covered by a group exemption letter is given additional time for responding to some requests. If this type of organization receives a request made in person for inspection of its application for tax exemption, the local organization is required to acquire and make available the application for a group exemption letter filed by the central or parent organization within not more than two weeks. The same general rule would apply with respect to a local or subordinate organization that does not file its own Form(s) 990/990-T but is covered under a group return. Again, the local or subordinate organization must make the group return available for inspection within a reasonable period which is defined as not more than two weeks. If the group return includes separate schedules with respect to each local or subordinate organization, the local or subordinate organization may exclude or omit any schedules relating only to other organizations which are included in the group return.
If a request is made for a personal inspection to a local or subordinate organization, it has the option of mailing the return to the requester rather than allowing an inspection. However, if this is done, the local or subordinate organization may not charge for the copying of the document unless the requester consents to the charge. If a local or subordinate organization receives a request for copies, then it must comply with the rules stated previously.
Using the Internet As an alternative to providing copies, an organization may provide access to its exemption application and Form(s) 990 (and 990-T, if applicable) through the Internet. The website must provide instructions for downloading the document(s). The information on the Internet must be in such a format that it may be accessed, downloaded, viewed or printed in the same format as the actual documents. An organization would need to make the web address available to the general public.
There is nothing that prevents others from posting your Forms 990, 990-T and exemption application on the Internet. Based on this fact and the potential strain on your organization’s resources from providing copies, organizations should consider posting these documents on the Internet.
What if the Requests Are a Form of Harassment? If an organization believes it is subject to a harassment campaign, it can file an application for a harassment determination with the Internal Revenue Service. This would allow the organization to suspend compliance with these requests. In addition, an organization may disregard requests for copies in excess of two per month or four per year made by a single individual or sent from a single address, without submitting an application for a harassment determination.
Please contact your BKD advisor if you have questions about these rules.
BKD TAX506 Public Disclosure Rules 9-11 Return of Organization Exempt From Income Tax OMB No. 1545-0047 Form 990 À¾µ¹ Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations) I Do not enter social security numbers on this form as it may be made public. Open to Public Department of the Treasury I Internal Revenue Service Information about Form 990 and its instructions is at www.irs.gov/form990. Inspection A For the 2015 calendar year, or tax year beginning 09/01 , 2015, and ending 08/31, 20 16 C Name of organization D Employer identification number B Check if applicable: HISTORIC LANDMARKS FOUNDATION OF INDIANA, INC 35-1162873 Address change Doing business as INDIANA LANDMARKS
Name change Number and street (or P.O. box if mail is not delivered to street address) Room/suite E Telephone number
Initial return 1201 CENTRAL AVENUE (317) 639-4534 Final return/ City or town, state or province, country, and ZIP or foreign postal code terminated Amended G Gross receipts $ return INDIANAPOLIS, IN 46202-2656 41,503,048. Application F Name and address of principal officer: J. MARSHALL DAVIS, PRESIDENT H(a) Is this a group return for Yes X No pending subordinates? 1201 CENTRAL AVENUE INDIANAPOLIS,J IN 46202-2656 H(b) Are all subordinates included? Yes No I Tax-exemptI status: X 501(c)(3) 501(c) ( ) (insert no.) 4947(a)(1) or 527 If "No," attach a list. (see instructions)I J Website: WWW.INDIANALANDMARKS.ORG I H(c) Group exemption number K Form of organization:X Corporation Trust Association Other L Year of formation: 1960 M State of legal domicile: IN Part I Summary 1 Briefly describe the organization's mission or most significant activities: INDIANA LANDMARKS ADVANCES THE PRESERVATION OF HISTORICAL AND ARCHITECTURALLY SIGNIFICANT SITES THROUGHOUTI INDIANA. 2 Check this box if the organization discontinued its operationsmmmmmmmmmmmmmmmmmmmmmmm or disposed of more than 25% of its net assets. 3 Number of voting members of the governing body (Part VI, line 1a) mmmmmmmmmmmmmmmmm 3 30. 4 Number of independent voting members of the governing body (Part VI, line mmmmmmmmmmmmmmmmmmm1b) 4 29. 5 Total number of individuals employed in calendar yearmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm 2015 (Part V, line 2a) 5 47. 6 Total number of volunteers (estimate if necessary) mmmmmmmmmmmmmmmmmmmmmmm 6 150. Activities & Governance 7a Total unrelated business revenue from Part VIII, column (C), line 12mmmmmmmmmmmmmmmmmmmmmmmm 7a 93,244. b Net unrelated business taxable income from Form 990-T, line 34 7b -44,690. mmmmmmmmmmmmmmmmmmmmmmmmm Prior Year Current Year 8 Contributions and grants (Part VIII, line 1h) mmmmmmmmmmmmmmmmmmmmmmmmm 3,869,323. 10,309,890. 9 Program service revenue (Part VIII, line 2g) mmmmmmmmmmmmmmmmm 361,121. 441,238. 10 Investment income (Part VIII, column (A), lines 3, 4, and 7d) 3,128,064. 358,654.
Revenue mmmmmmmmmmmm 11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) m m m m m m m 335,459. 437,574. 12 Total revenue - add lines 8 through 11 (must equal Part VIII, columnmmmmmmmmmmmmmmm (A), line 12) 7,693,967. 11,547,356. 13 Grants and similar amounts paid (Part IX, column (A), lines 1-3)mmmmmmmmmmmmmmmmm 570,402. 289,450. 14 Benefits paid to or for members (Part IX, column (A), line 4) m m m m m m m 0. 0. 15 Salaries, other compensation, employee benefits (Part IX, columnmmmmmmmmmmmmmmmmm (A), lines 5-10) 2,546,576. 2,716,792. 16 a Professional fundraising fees (Part IX, column (A), line 11e) 0. 0. b Total fundraising expenses (Part IX, column (D), line 25) I 335,654.
Expenses mmmmmmmmmmmmmmmm 17 Other expenses (Part IX, column (A), lines 11a-11d, 11f-24e) m m m m m m m m m m 2,618,511. 2,756,460. 18 Total expenses. Add lines 13-17 (must equal Part IX, columnmmmmmmmmmmmmmmmmmmmm (A), line 25) 5,735,489. 5,762,702. 19 Revenue less expenses. Subtract line 18 from line 12 1,958,478. 5,784,654. mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm Beginning of Current Year End of Year 20 Total assets (Part X, line 16) mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm 71,804,621. 79,718,688. 21 Total liabilities (Part X, line 26) mmmmmmmmmmmmmmmmmm 2,517,064. 2,467,331.
Net Assets or Net assets or fund balances. Subtract line 21 from line 20 69,287,557. 77,251,357. Fund Balances Fund 22 Part II Signature Block Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge. M Sign Signature of officer Date Here M J. MARSHALL DAVIS PRESIDENT Type or print name and title
Print/Type preparer's name Preparer's signature Date Check if PTIN Paid NICOLE B FISHBACK self-employed P01279475 Preparer I I Firm's name BKD, LLP Firm's EIN 44-0160260 Use Only I Firm's address 201 N. ILLINOIS STREET INDIANAPOLIS,mmmmmmmmmmmmmmmmmmmmmmmmm IN 46204 Phone no. 317.383.4000 May the IRS discuss this return with the preparer shown above? (see instructions) X Yes No For Paperwork Reduction Act Notice, see the separate instructions. Form 990 (2015)
JSA 5E1010 1.000 1133KR D310 PAGE 3 Form 990 (2015) Page 2 Part III Statement of Program Service Accomplishments m m m m m m m m m m m m m m m m m m m m m m m m Check if Schedule O contains a response or note to any line in this Part III X 1 Briefly describe the organization's mission: ATTACHMENT 1
2 Did the organization undertmakm em amnmy msigm nmifimcam nmt mprmogm rmamm msem rmvicm ems mdum rmingm mthme myem amr mwmhimchm wm em rem mnom t m lism tem dm om nm tmhem prior Form 990 or 990-EZ? Yes X No If "Yes," describe these new services on Schedule O. 3 Did the mormgmanm izmatmiomn m cmeam sme m cmomndm umctminmg,m om rm m am kme m smigmnimficm amntm mchmamngm ems m inm mhom wm m itm cm omndm umctms,m manm y m pm rom gmram mm services? Yes X No If "Yes," describe these changes on Schedule O. 4 Describe the organization's program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code: ) (Expenses $ 1,997,839. including grants of $ 289,450. ) (Revenue $ 145,764. ) INDIANA LANDMARKS' PRIMARY MISSION IS THE EDUCATION AND ADVOCATION OF PRESERVATION OF HISTORIC SITES IN THE STATE OF INDIANA. THIS IS CARRIED OUT THROUGH REGIONAL OFFICES LOCATED THROUGHOUT THE STATE. THESE OFFICES WORK WITH LOCAL COMMUNITIES TO ESTABLISH AND NURTURE LOCAL PRESERVATION INITIATIVES. THE ORGANIZATION PROVIDES EXPERTISE IN RESTORATION TECHNIQUES, REAL ESTATE AND ECONOMIC DEVELOPMENT, ORGANIZATIONAL AND LEADERSHIP DEVELOPMENT, FUNDRAISING AND ZONING. THE ORGANIZATION ENDEAVORS TO PROMOTE A PRESERVATION ETHIC BY PARTNERING WITH AND ENGAGING CITIZENS AT THE LOCAL LEVEL, EMPOWERING THEM TO PROTECT AND PRESERVE THEIR HERITAGE AND THE FUTURE OF THEIR COMMUNITIES.
4b (Code: ) (Expenses $ 1,209,534. including grants of $ ) (Revenue $ 52,631. ) ATTACHMENT 2
4c (Code: ) (Expenses $ 687,081. including grants of $ ) (Revenue $ 264,745. ) ATTACHMENT 3
4d Other program services (Describe in Schedule O.) ATTACHMENT 4 (Expenses $ 577,386. including grants of $ ) (Revenue $ ) 4e Total program service expenses I 4,471,840. JSA 5E1020 1.000 Form 990 (2015) 1133KR D310 PAGE 4 Form 990 (2015) Page 3 Part IV Checklist of Required Schedules Yes No 1 Is the organization dmesm cmribm emd minm sm emctmiomn m5m01m (cm )(m 3m) morm 4m 9m47m (am )m(1m) m(omthmemr tmhmanm am mprmivmatme mfom umndm amtiom nm)?m Imf "mYmesm,"m m complete Schedule A m m m m m m m m m m 1 X 2 Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? 2 X 3 Did the organization engage in direct or indirect political campamigmn macm timvimtiem sm omn mbmehm amlf mofm omr minm om pmpom smitiom nm tmom m candidates for public office? If "Yes," complete Schedule C, Part I 3 X 4 Section 501(c)(3) organizations. Did the organization engage in lobbyingm am cmtivmitimesm , morm hm amvem am sm emctmiomn m50m 1m (hm )m m election in effect during the tax year? If "Yes," complete Schedule C, Part II 4 X 5 Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessm menmtsm, morm sm imm imlamr mamm om umntms m ams mdem fminem dm imn m Rm emvem nmuem Pm rmocm emdum rem m98m -1m 9m?m Ifm "mYmesm," m cmo m pm lem tem mScm hmedm umlem Cm ,m m Part III 5 X 6 Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice om nm tmhem mdimstmribm umtiom nm om r minmvem smtmm emntm om f m am moum nmtsm inm msum cmh mfumndm sm om r macm cmoum nmtsm? mIf m m "Yes," complete Schedule D, Part I 6 X 7 Did the organization receive or hold a conservation easement, including easements to preservme mopm emn m spm amcem ,m m the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II 7 X 8 Did the organization maintain mcom llmecm timonm sm omf mwom rmksm om f mamrt,m hmismtomricm aml tmremamsumrems,m om r motmhem rm smimm ilmarm amssmetms?m Imf "m Ymesm,"m m complete Schedule D, Part III 8 X 9 Did the organization report an amount in Part X, line 21, for escrow or custodial account liability, serve as a custodian for amounts not listed in Part X; or provide credit coum nmsem limngm , mdmebm t mmmamnam gmemm em nmt, mcrmemditm rmepm am ir,m om rm m debt negotiation services? If "Yes," complete Schedule D, Part IV 9 X 10 Did the organization, directly or through a related organization, hold assets in temporarily m rmesm trmicmtemdm m endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part V 10 X 11 If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable. a Did the organization report am nm am mm om umntm fmorm mlamndm , m bmuimldmingm sm, m amndm meqm umipmmmenm t m inm m Pmarmt mXm, mlinme m 1m 0m? m Ifm "mYmesm,"m m complete Schedule D, Part VI 11a X b Did the organization report an amount for investments-other securities in Part X, mlinme m 1m2 m thm amt mis m5%m m omr m mormem m of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VII 11b X c Did the organization report an amount for investments-program related in Part X, mlinm em 1m3m thm amt mis m 5m%m omr m mormem m of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII 11c X d Did the organization report an amount for other assets in Part X,m limnem 1m 5m tmham t m ism 5m%m om r mmm omrem omf mitsm tmotmalm amssmetmsm m reported in Part X, line 16? If "Yes," complete Schedule D, Part IX 11d X e Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part X 11e X f Did the organization’s separate or consolidated financial statements for the tax year include a footnote that admdrmesmsem sm m the organization's liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part X 11f X 12a Did the organization obtain smepm amramtem, imndm empem nmdmenm t maum dmitem dm fimnam nmcimalm smtamtemmmenm tsm fmorm tmhem tmaxm ymeam r?m Imf "m Ymesm,"m com mm pm lem tem Schedule D, Parts XI and XII 12a X b Was the organization included in consolidated, independent audited financial statements for the tax year? If m "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI amndm Xm IIm ism ompmtiomnmalm m 12b X 13 Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedulme mE m m m m m m m m m m m 13 X 14a Did the organization maintain an office, employees, or agents outside of the United States? 14a X b Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United Statems,m omr m amggm rem gmatmem m foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV 14b X 15 Did the organization report on Part IX, column (A), line 3, more than $5,00m0m omf gm ram nmtsm omr motmhem r mamssmismtamncme m tom om rm m for any foreign organization? If "Yes," complete Schedule F, Parts II and IV 15 X 16 Did the organization report on Part IX, column (A), line 3, more than $5,000 of amggm rem gmatme m gmramntms m omr motmhem rm m assistance to or for foreign individuals? If "Yes," complete Schedule F, Parts III and IV 16 X 17 Did the organization report a total of more than $15,000 of expenses for professional fundm rmaimsinm gm smemrvmicem sm omnm m Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions) 17 X 18 Did the organization report more than $15,000 total of fundramismingm mevm emntm gmromssm imncm ommme m amndm cm omntm rimbum timonm sm omnm m Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II 18 X 19 Did the organization report more thanm m$1m 5m,0m 0m0 m omf gm rmosms m inmcom mm em fmrom mm gm ammminmg m amctmivimtiem sm om nm Pmarmt mVImII,m limnem m9am?m m If "Yes," complete Schedule G, Part III 19 X Form 990 (2015)
JSA 5E1021 1.000 1133KR D310 PAGE 5 Form 990 (2015) Page 4 Part IV Checklist of Required Schedules (continued) m m m m m m m m m m m m m Yes No 20a Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H m m m m m 20a X b If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? 20b 21 Did the organization report more than $5,000 of grants or other assistance to any domestimc mormgmanm izmatmiomn m omr domestic government on Part IX, column (A), line 1? If "Yes," complete Schedule I, Parts I and II 21 X 22 Did the organization report more than $5,000 of grants or other asmsimstmanmcem mtom omr mfomr mdom mm em smticm imndm ivmidmuam lsm monm Part IX, column (A), line 2? If "Yes," complete Schedule I, Parts I and III 22 X 23 Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization's current and former officemrsm, m dmirem cmtomrsm, mtrmusm tem ems, m km emy m em mplmoym emesm, m amndm mhimghm emstm mcommm pmenm smatmedm employees? If "Yes," complete Schedule J 23 X 24a Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued aftemr Dm em cme m bm emr m31m , m 2m00m 2m? m Ifm "Ym ems,m" am nm swm em r mlinm ems m24m bm through 24d and complete Schedule K. If "No," go to line 25a m m m m m m m 24a X b Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? 24b c Did the organization maintain an em smcrmowm mamccmomunmt motmhem rm tmham nm am rmefmunm dminmg m emscm rom wm am t m amnym tmimm em dm umrinm gm tmhem myem amr to defease any tax-exempt bonds? m m m m m m 24c d Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year? 24d 25a Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage minm am nm emxcmemssm bm emnem fimt transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I 25a X b Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has nom t m bmeem nm rmepm omrtem dm om nm amnym om fm thm em om rgm amnimzam timonm 'sm pm rimorm Fm omrmm sm 9m9m0 momr 9m 9m0-mEmZ?m If "Yes," complete Schedule L, Part I 25b X 26 Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key memm pm lom ymeem sm, m hmigmhem smt m cmo m pm emnsm amtemd m em mm pm lom yem ems,m morm disqualified persons? If "Yes," complete Schedule L, Part II 26 X 27 Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee memberm, morm tmo m am 3m 5m%m cm omnmtrom llmedm entity or family member of any of these persons? If "Yes," complete Schedule L, Part III 27 X 28 Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions): m m m m m m m a A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV 28a X b A family member om fm am mcum rrmemntm om rm fmormmmemr mofmficm emr, m dm irmecm tom r,m mtrum smteme,m om rm km emy m emmmplmoymeem ?m mIf m "Ym em s,m" m cmomm pm lem tem Schedule L, Part IV 28b X c An entity of which a current or former officer, director, trustee, or key employee (or a family mme m bm emr mthmermemofm) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV m m m m 28c X 29 Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M 29 X 30 Did the organization receive contributions of art, histormicmalm tmremasm umrems,m om rm om thm emr msimmmilam r m amssmetms,m om rm qm umalmifimedm conservation contributions? If "Yes," complete Schedule M 30 X 31 Did thm em om rgm amnmizam timonm mliqm umidmatme,m tmermmminmatmem, om rm dm ismsom lvm em am nmd m cem amsem mopm emramtiom nms?m mIf m "Ym ems,m" mcom mm pmlemtem Sm cmhem dmulem mNm, Part I 31 X 32 Did the organization sell, emxcm hmanm gme,m dm ism pmosm em om f,m om rm tmram nmsfmerm mm om rme m thm amn m 2m5%m m om f m itms m nm emt masm sem tsm ?m Imf m "Ym ems,m" complete Schedule N, Part II 32 X 33 Did the organization own 100% of an entity disregarded as separate from tmhem mormgam nmizmatmiomn mumndm emr mRem gmulmatmiomnsm sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I 33 X 34 Was the organization rmelam tmedm tmom am nmy mtamx-mexm emmmptm om r m tam xmabm lem menm timty?m mIf m "Ym ems,m" mcom mm pmlemtem Sm cmhem dmulme mRm, Pm am rtm ImI, mIIIm, or IV, and Part V, line 1 m m m m m m m m m m m m m m 34 X 35a Did the organization have a controlled entity within the meaning of section 512(b)(13)? 35a X b If "Yes" to line 35a, did the organization receive any payment from or engage in any transactionm wm itmh m am controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 35b 36 Section 501(c)(3) organizations. Did the organization make m amnym mtrmanm smfemrsm tmo m am nm em xmemm pm t m nm omn-mchm amritmabm lem related organization? If "Yes," complete Schedule R, Part V, line 2 36 X 37 Did the organization conduct more than 5% of its activities through an entity that is not a related organization and thamt ims mtrem amtem dm ams ma mpam rmtnmermshm ipm fmorm fem dmermalm inm com mm em tam xm pmurmpom smesm ?m Ifm "Ym ems,m" cm ommmplmetme mScm hmedm umlem Rm, m m m m m m m m Part VI 37 X 38 Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. 38 X Form 990 (2015)
JSA
5E1030 1.000 1133KR D310 PAGE 6 Form 990 (2015) Page 5 Part V Statements Regarding Other IRS Filings and Tax Compliance m m m m m m m m m m m m m m m m m m m m m Check if Schedule O contains a response or note to any line in this Part V m m m m m m m m m m Yes No 1a Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable m m m m m m m m m 1a 23 b Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable 1b 0. c Did the organization comply with backup withholdinmg m rmulmesm mfom r m rmepm omrtmabm lem mpmaymmm emntms m tom m vmenm dmorm s m am nmdm reportable gaming (gambling) winnings to prize winners? 1c X 2a Enter the number of employees reported on Form W-3, Transmittal of Wage and Taxm Statements, filed for the calendar year ending with or within the year covered by this return 2a 47 b If at least one is reported on line 2a, did the organization file all required federal employment tam x m rem tmurmnsm?m 2b X Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructmionm sm) m m m m m m m 3a Did the organization have unrelated business gross income of $1,000 or more during the year? m m m m m m m m 3a X b If "Yes," has it filed a Form 990-T for this year? If "No" to line 3b, provide an explanation in Schedule O 3b X 4a At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a finam nmciam l m amccm omunm t m inm ma mfomrem igmnm cmomunmtrmy m(sm umchm am sm am bm amnkm am cmcom umntm, msem cmurmitimesm am cmcom umntm, morm om thm emr m fimnam nmciam lm account)? 4a X b If “Yes,” enter the name of the foreign country: I See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). m m m m m m m m m 5a Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? 5a X b Did any taxable party notify the organization that it was or mis m am pmamrtym tmom am pm rom hmibmitem dm tmaxm mshm emltem r mtrmanm smacm tiom nm?m 5b X c If "Yes" to line 5a or 5b, did the organization file Form 8886-T? 5c 6a Does the organization have annual gross receipts that are normally greater than $100,0m 0m0,m manm dm dm idm mthmem organization solicit any contributions that were not tax deductible as charitable contributions? 6a X b If "Yes," did the organizationm imncm lum dme m wmithm memvemrym sm omlicm itmatmiomn m amn memxpmremssm mstmatmemm em nmt mthmatm sm umchm cm om nmtrimbum timonm sm om rm gifts were not tax deductible? 6b 7 Organizations that may receive deductible contributions under section 170(c). a Did the organization receive a paymm emnmt imn m emxcmesm sm omf m$7m 5m m madm em pm amrtlmy masm ma mcom nmtrmibmutmiomn m amndm pm amrtmly m fom rm gmoom dmsm and services provided to the payor? m m m m m m m m m m m m 7a X b If "Yes," did the organization notify the donor of the value of the goods or services provided? 7b c Did the organization sell, exm cmham nmgem , m omr m omthmermwmisme m dmismpom sme m omf mtamngm ibm lem mpmermsom nmalm pm rom pmerm tym mfomr mwmhimchm mit m wm amsm required to file Form 8282? m m m m m m m m m m m m m m m m 7c X d If "Yes," indicate the number of Forms 8282 filed during the year 7d 0. e Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit comntmramctm?m 7e X f Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? 7f X g If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? 7g h If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? 7h 8 Sponsoring organizations maintaining donor advised funds. Did a donor advism emd mfum nmd m mm aminmtaminmedm mbym mthmem sponsoring organization have excess business holdings at any time during the year? 8 9 Sponsoring organizations maintaining donor advised funds. m m m m m m m m m m m m m m m m m a Did the sponsoring organization make any taxable distributions under section 4966? m m m m m m m m m m 9a b Did the sponsoring organization make a distribution to a donor, donor advisor, or related person? 9b 10 Section 501(c)(7) organizations. Enter: m m m m m m m m m m m m m m a Initiation fees and capital contributions included on Part VIII, line 12 m m m m m 10a b Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities 10b 11 Section 501(c)(12) organizations. Enter: m m m m m m m m m m m m m m m m m m m m m m m m m m m a Gross income from members or shareholders 11a b Gross income from other sources (Do not m nmetm mamm om umntms m dmuem momr mpam idm mtom motmhem r m smomurmcemsm against amounts due or received from them.) 11b 12 a Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form m 9m90m minm lmieu of Form 1041? 12a b If "Yes," enter the amount of tax-exempt interest received or accrued during the year 12b 13 Section 501(c)(29) qualified nonprofit health insurance issuers. m m m m m m m m m m m m m m m m m m a Is the organization licensed to issue qualified health plans in more than one state? 13a Note. See the instructions for additional information the organization must report on Schedule O. b Enter the amount of reserves the organization is required tom m am inm tam inm bm ym thm em smtamtems minm wm hmicmh m m the organization is licensed to issue qumalmifiem dm hm emalmthm pmlamnsm m m m m m m m m m m m m m m m m m m m m 13b c Enter the amount of reserves on hand m m m 1m3cm m m m m m m m m 14 a Did the organization receive any payments for indoor tanning services during the tax year? m m m m m m 14a X b If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O 14b JSA 5E1040 1.000 Form 990 (2015) 1133KR D310 PAGE 7 Form 990 (2015) Page 6 Part VI Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to line 8a, 8b, or 10b below, describe the circumstances, processm ems,m omr mchm amngm ems minm Smchm emdum lem Om .m Smeem minmstmrumctions. Check if Schedule O contains a response or note to any line in this Part VI X Section A. Governing Body and Management m m m m m Yes No 1a Enter the number of voting members of the governing body at the end of the tax year 1a 30 If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedumlem Om. m m b Enter the number of voting members included in line 1a, above, who are independent 1b 29 2 Did any officer, director, trustee, or key employee hmavmem am fmamm imly m rem lam timonm smhimp m omr ma mbmusminmesm sm rmelmatmiomnsmhmip m wm itmh any other officer, director, trustee, or key employee? 2 X 3 Did the organization delegate control over management duties customarily performed by or under the dirmecm t supervision of officers, directors, or trustees, or key employees to a management company or other pemrsmonm ?m m m 3 X 4 Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? m m m m 4 X 5 Did the organization become aware during the year ofm am sm igmnmificm amntm dmivmermsimonm om f mthme mormgam nmizam timonm 'sm amssm emtsm? m m m m 5 X 6 Did the organization have members or stockholders? 6 X 7a Did the organization have members, stockholmdem rsm , m omr motmhem r m pmerm som nms m wmhmo mhmadm tmhem mpom wm emr mtom em lem cmt morm am pmpom inm t one or more members of the governing body? 7a X b Are any governance decisions of the organization rmesmemrvem dm mtom m(omr m smubm jem cmt m tom mamppm rom vmalm bm ym) m mm emmmbem rms, stockholders, or persons other than the governing body? 7b X 8 Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the followminmg:m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m a The governing body? m m m m m m m m m m m m m m m m m m m m m m 8a X b Each committee with authority to act on behalf of the governing body? 8b X 9 Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who camnnm omt mbem mremacm hmedm am t the organization's mailing address? If "Yes," provide the names and addresses in Schedule O 9 X Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.) m m m m m m m m m m m m m m m m m m m m m m m m m m Yes No 10a Did the organization have local chapters, branches, or affiliates? 10a X b If "Yes," did the organization have written policies and procedures governing the activities of such chapm tem rms, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes? m 10b 11a Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? 11a X b Describe in Schedule O the process, if any, used by the organization to review this Fm om rmm m99m 0m. m m m m m m m m m m 12a Did the organization have a written conflict of interest policy? If "No," go to line 13 12a X b Were officers, dirmecmtom rsm , morm tmrumstmeem sm, am nmd m kmeym em mm pmlomyemems mremqum irmedm mtom dmismclmosm em amnnm umalmly m inm tem rem smtsm thm am t mcom umldm gm ivme rise to conflicts? 12b X c Did the organization regularly and consism tem nmtlym m monm itmorm manm dm em nmfomrcme m cmom mplimanm cme m wm itmh m tmhem mpom licm ym? m Ifm "mYmesm," describe in Schedule O how this was done m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 12c X 13 Did the organization have a written whistleblower policy? m m m m m m m m m m m m m m m m m m 13 X 14 Did the organization have a written document retention and destruction policy? 14 X 15 Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substanm timatmiomn mofm thm em dmelmibmermamtiom nm amndm dm emcimsiom nm? a The organization's CEO, Executive Director, or top mm amnam gmem em nmt om ffmicmialm m m m m m m m m m m m m m m m m m m m m m m 15a X b Other officers or key employees of the organization 15b X If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions). 16a Did the organization invest in, contrmibmutme m amssmetms m tom , m omr mpam rtmicmipmatme m inm ma mjom inmt mvem nmtumrem om rm sm imm ilmarm am rmramngm emmmenm t with a taxable entity during the year? 16a X b If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable fedemraml mtamx mlamwm, am nmd m tam kme mstmepm sm tmo msam fem gmuam rmd mthme organization's exempt status with respect to such arrangements? 16b Section C. Disclosure 17 List the states with which a copy of this Form 990 is required to be filed I IN, 18 Section 6104 requires an organization to make its Forms 1023 (or 1024 if applicable), 990, and 990-T (Section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply. X Own website Another's website X Upon request Other (explain in Schedule O) 19 Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year. 20 State the name, address, and telephone number of the person who possesses the organization's books and records:I MARY BURGER 1201 CENTRAL AVENUE INDIANAPOLIS, IN 46202-2656 (317)639-4534 JSA Form 990 (2015) 5E1042 1.000
1133KR D310 PAGE 8 Form 990 (2015) Page 7 Part VII Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors m m m m m m m m m m m m m m m m m m m m m m Check if Schedule O contains a response or note to any line in this Part VII Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees 1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization's tax year. % List all of the organization's current officers, directors, trustees (whether individuals or organizations), regardless of amount of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid. % List all of the organization's current key employees, if any. See instructions for definition of "key employee." % List the organization's five current highest compensated employees (other than an officer, director, trustee, or key employee) who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the organization and any related organizations. % List all of the organization's former officers, key employees, and highest compensated employees who received more than $100,000 of reportable compensation from the organization and any related organizations. % List all of the organization's former directors or trustees that received, in the capacity as a former director or trustee of the organization, more than $10,000 of reportable compensation from the organization and any related organizations. List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest compensated employees; and former such persons. Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee. (C) (A) (B) Position (D) (E) (F) Name and Title Average (do not check more than one Reportable Reportable Estimated hours per box, unless person is both an compensation compensation from amount of week (list any officer and a director/trustee) from related other o I I O K e H F
hours for n n the organizations compensation m r e o i f g d s
f y r d p t i h i m c v i
related i e l organization (W-2/1099-MISC) from the t e r e o i u e d e m s r y t r u c t i e
organizations o p (W-2/1099-MISC) organization
t a c e o n l l o o
r a t y
below dotted m and related r l e u
t p e s r e line) u organizations t e n s e t s e a e t e d
(1)J. MARSHALL DAVIS 50.00 PRESIDENT 1.00 X X 160,051. 0. 34,913. (2)KATRINA BASILE .25 DIRECTOR 0. X 0. 0. 0. (3)PARKER BEAUCHAMP .25 DIRECTOR 0. X 0. 0. 0. (4)ELAINE BEDEL .25 DIRECTOR 0. X 0. 0. 0. (5)STEVEN CAMPBELL .25 DIRECTOR 0. X 0. 0. 0. (6)TIMOTHY CROWLEY .25 DIRECTOR 0. X 0. 0. 0. (7)JULIE DONNELL .25 DIRECTOR 0. X 0. 0. 0. (8)JEREMY EFROYMSON .25 DIRECTOR 0. X 0. 0. 0. (9)GREGORY FEHRIBACH .25 DIRECTOR 0. X 0. 0. 0. (10)SANFORD GARNER .25 DIRECTOR 0. X 0. 0. 0. (11)PHILLIP GICK .50 DIRECTOR 0. X 0. 0. 0. (12)CHRISTINE KECK .25 DIRECTOR 0. X 0. 0. 0. (13)MATTHEW MAYOL .50 DIRECTOR 0. X 0. 0. 0. (14)SHARON NEGELE .25 DIRECTOR 0. X 0. 0. 0.
JSA Form 990 (2015) 5E1041 1.000 1133KR D310 PAGE 9 Form 990 (2015) Page 8 Part VII Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued) (A) (B) (C) (D) (E) (F) Name and title Average Position Reportable Reportable Estimated hours per (do not check more than one compensation compensation from amount of week (list any box, unless person is both an from related other hours for officer and a director/trustee) compensation
o I I O K e H F the organizations n n m r e o i f d s g from the
related f y r d p t i i h
m organization (W-2/1099-MISC)
c v i i e l t e r e o i u
e organization d organizations e m s r y t
r (W-2/1099-MISC) u c i t e o p
t a
c and related o below dotted e n l o l o
r a t y m r
line) l organizations e u
t p e s r u e t e s n e t s e a e t e d ( 15) ERIC ROWLAND .25 DIRECTOR 0. X 0. 0. 0. ( 16) DORIS ANN SADLER .25 DIRECTOR 0. X 0. 0. 0. ( 17) MATTHEW STEGALL .25 DIRECTOR 0. X 0. 0. 0. ( 18) BRAD TOOTHAKER .25 DIRECTOR 0. X 0. 0. 0. ( 19) KRISTEN TUCKER .25 DIRECTOR 0. X 0. 0. 0. ( 20) JANE WALKER .25 DIRECTOR 0. X 0. 0. 0. ( 21) GENE WARREN .25 DIRECTOR 0. X 0. 0. 0. ( 22) RANDALL SHEPARD .50 DIRECTOR 0. X 0. 0. 0. ( 23) CARL COOK .50 CHAIRMAN 0. X X 0. 0. 0. ( 24) TIMOTHY SHELLY .50 IMMEDIATE PAST CHAIRMAN 0. X X 0. 0. 0. ( 25) JAMES FADELY .50 VICE CHAIRMANm m m m m m m m m m m m m m m m m m m m m m m m m0.m m m Xm m m m Xm m m m m m I 0. 0. 0. 1b Sub-total m m m m m m m m m m m m m I 160,051. 0. 34,913. c Total from continuation shem emtsm tom Pm am rtm Vm IIm, Sm em ctm iom nm Am m m m m m m m m m m m m m 317,145. 0. 55,251. d Total (add lines 1b and 1c) I 477,196. 0. 90,164. 2 Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization I 4 Yes No 3 Did the organization list any former officer, director, or trusteem , m km emy m emmmplmoym eme,m morm mhimghm emstm mcommm pmenm smatmedm employee on line 1a? If "Yes," complete Schedule J for such individual 3 X 4 For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organizatiom nm manm dm mrem lam tem dm mormgam nmizmatmiomnsm m gmrematmerm m thm amn m $m 1m5m0,m00m 0m? m mIf m “mYem s,m” m cmompm lem tme m Sm cmhem dmulme m Jm m fom r m sm umchm individual 4 X 5 Did any person listed on line 1a receive or accrue compensation from any unrelatedm mormgam nm izmatmiomn m omr minmdimvimdum aml for services rendered to the organization? If “Yes,” complete Schedule J for such person 5 X Section B. Independent Contractors 1 Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization's tax year.
(A) (B) (C) Name and business address Description of services Compensation
2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 in compensation from the organization I 0. JSA Form (2015) 5E1055 1.000 990 1133KR D310 PAGE 10 Form 990 (2015) Page 8 Part VII Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued) (A) (B) (C) (D) (E) (F) Name and title Average Position Reportable Reportable Estimated hours per (do not check more than one compensation compensation from amount of week (list any box, unless person is both an from related other hours for officer and a director/trustee) compensation
o I I O K e H F the organizations n n m r e o i f d s g from the
related f y r d p t i i h
m organization (W-2/1099-MISC)
c v i i e l t e r e o i u
e organization d organizations e m s r y t
r (W-2/1099-MISC) u c i t e o p
t a
c and related o below dotted e n l o l o
r a t y m r
line) l organizations e u
t p e s r u e t e s n e t s e a e t e d ( 26) RALPH NOWAK .50 TREASURER 0. X X 0. 0. 0. ( 27) SARA EDGERTON .50 SECRETARY 0. X X 0. 0. 0. ( 28) ED CLERE .25 DIRECTOR 0. X 0. 0. 0. ( 29) GEORGE ROGGE .25 DIRECTOR 0. X 0. 0. 0. ( 30) THOMAS ENGLE .25 DIRECTOR 0. X 0. 0. 0. ( 31) MARY BURGER 50.00 VICE PRESIDENT & CFO 1.00 X 104,426. 0. 16,327. ( 32) CHRISTINE CONNOR 50.00 EXECUTIVE VICE PRESIDENT 0. X 112,682. 0. 22,707. ( 33) MARK DOLLASE 50.00 VP OF PRESERVATION SERVICES 0. X 100,037. 0. 16,217.
m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m I 1b Sub-total m m m m m m m m m m m m m I c Total from continuation shem emtsm tom Pm am rtm Vm IIm, Sm em ctm iom nm Am m m m m m m m m m m m m m d Total (add lines 1b and 1c) I 2 Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization I 4 Yes No 3 Did the organization list any former officer, director, or trusteem , m km emy m emmmplmoym eme,m morm mhimghm emstm mcommm pmenm smatmedm employee on line 1a? If "Yes," complete Schedule J for such individual 3 X 4 For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organizatiom nm manm dm mrem lam tem dm mormgam nmizmatmiomnsm m gmrematmerm m thm amn m $m 1m5m0,m00m 0m? m mIf m “mYem s,m” m cmompm lem tme m Sm cmhem dmulme m Jm m fom r m sm umchm individual 4 X 5 Did any person listed on line 1a receive or accrue compensation from any unrelatedm mormgam nm izmatmiomn m omr minmdimvimdum aml for services rendered to the organization? If “Yes,” complete Schedule J for such person 5 X Section B. Independent Contractors 1 Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization's tax year.
(A) (B) (C) Name and business address Description of services Compensation
2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 in compensation from the organization I JSA Form (2015) 5E1055 1.000 990 1133KR D310 PAGE 11
Form 990 (2015) Page 9 Part VIII Statement of Revenue m m m m m m m m m m m m m m m m m m m m m m m m Check if Schedule O contains a response or note to any line in this Part VIII (A) (B) (C) (D) Total revenue Related or Unrelated Revenue exempt business excluded from tax function revenue under sections revenue 512-514
s m m m m m m m m s t t 1a Federated campaigns 1a n n a
u m m m m m m m m m m r
o b Membership dues 1b 155,885. G
m
, m m m m m m m m m s A c Fundraising events 1c
t f r
i m m m m m m m m a l
G 1d
i d Related organizations
, m m m s i 1e 3,420.
n e Government grants (contributions) S
o i r t
e f All other contributions, gifts, grants, u
h m b t i and similar amounts not included above 1f 10,150,585. r O t
n d 71,530.
o g Noncash contributions included in lines 1a-1f: $ n m m m m m m m m m m m m m m m m m m C a I h Total. Add lines 1a-1f 10,309,890. e
u Business Code n e
v 2a TOUR INCOME 713990 206,202. 206,202. e R b TICKET SALES 713990 89,062. 89,062. e c i CONSULTING INCOME 611710 84,805. 84,805. v c r e LOAN INTEREST INCOME 525990 13,865. 13,865. S d
m OTHER 900099 47,304. 47,304.
a e
r m m m m m g f All other program service revenue o
r m m m m m m m m m m m m m m m m m m I
P g Total. Add lines 2a-2f 441,238. 3 Investment income (inm cmlumdinm gm m dm ivmidmenm dsm , m m inm tem remstI, and other similar amounts) mI 820,253. 820,253. 4 Income from mm inm vmesmtmm emntm omf tmaxm -em xem mm ptm bm onm dm pmromcem emdsm m I 0. 5 Royalties 0. m m m m m m m m (i) Real (ii) Personal 6a Gross rents m m m 322,428. b Less: rental expenses m m c Rental income or (loss) m m m m m 322,428.m m m m m m m m m m m I d Net rental income or (loss) 322,428. 322,428. 7a Gross amount from sales of (i) Securities (ii) Other assets other than inventory 27,999,866. 1,355,363. b Less: cost or other bamsism m m and sales expemnsmesm m m m m 27,968,043. 1,848,785. c Gain or (loss) m m m m m m m m m m31,823.m m m m m m m -493,422.m m m I d Net gain or (loss) -461,599. -493,422. 31,823.
e 8a Gross income from fundraising u
n events (not including $ e v
e of contributions reported on line 1c). R
m m m m m m m m m m m r See Part IV, line 18 a e
h m m m m m m m m m m t b Less: direct expenses b O m m m m m m m I c Net income or (loss) from fundraising events 0. 9a Gross income from mgammminmg macm timvitmiesm . m m See Part IV, line 19 m m m m m m m m m m a b Less: direct expenses bm m m m m m m I c Net income or (loss) from gaming activities 0. 10a Gross sales of invmenm tom rym, m mlesm sm m returns and allowances m m m m m m m m m a 252,648. b Less: cost of goods sold m bm m m m m138,864.m m I c Net income or (loss) from sales of inventory 113,784. 21,902. 91,882. Miscellaneous Revenue Business Code
11a ADVERTISING 541800 1,362. 1,362. b c m m m m m m m m m m m m m d All other revenue m m m m m m m m m m m m m m m m I e Total. Add lines 11a-11d m m m m m m m m m m m m m I 1,362. 12 Total revenue. See instructions. 11,547,356. -30,282. 93,244. 1,174,504. JSA Form 990 (2015) 5E1051 1.000
1133KR D310 PAGE 12 Form 990 (2015) Page 10 Part IX Statement of Functional Expenses Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organm izmatmiomnsm mm um smt cm ommmplmetme mcom lum mm nm (Am )m. m m m m Check if Schedule O contains a response or note to any line in this Part IX Do not include amounts reported on lines 6b, 7b, (A) (B) (C) (D) Total expenses Program service Management and Fundraising 8b, 9b, and 10b of Part VIII. expenses general expenses expenses 1 Grants and other assistance to domestic organimzamtionm sm and domestic governments. See Part IV, line 21 283,987. 283,987. 2 Grants and other assistancem m tom m dmomm emstmicm individuals. See Part IV, line 22 5,463. 5,463. 3 Grants and other assistance to foreign organizations, foreign governments, andm fom rem igmn m individuals. See Part IV, lines 15 manm d m16m m m m m m 0. 4 Benefits paid to or for members 0. 5 Compensation of current omffimcemrsm, m dmiremctmorms,m trustees, and key employees 309,717. 232,268. 51,512. 25,937. 6 Compensation not included above, to disqualified persons (as defined under section 4958m(f)m(1m)) m anm dm persons described in section 4m95m 8(mc)m(3m)(Bm) m m m m m m 0. 7 Other salaries and wages 1,859,031. 1,394,155. 309,193. 155,683. 8 Pension plan accruals and contributions (include section 401(k) and 403(b) memm pmlomyemr cmonm trmibmutmionm sm) 120,121. 92,219. 19,915. 7,987. 9 Other employmeem bmenm efmitsm m m m m m m m m m m m m 279,619. 197,648. 47,747. 34,224. 10 Payroll taxes 148,304. 113,065. 22,224. 13,015. 11 Fees for servicesm (mnomn-memm pmlomyemesm):m m m m m m m m a Managem mmenm t m m m m m m m m m m m m m m m m m m 0. b Legal m m m m m m m m m m m m m m m m m m 70,945. 70,945. c Accountingm m m m m m m m m m m m m m m m m m m 65,345. 65,345. d Lobbying m 24,549. 24,549. e Professional fundraising services. Seme mPamrt mIVm, lminem 1m 7 m 0. f Investment management fees 97,473. 97,473.
g Other. (If line 11g amount exceeds 10% of line 25, column m m m m m m 201,096. 192,796. 3,650. 4,650. (A) amount, list line 11g expenses on mScmhedm ulme Om .) m m m m m m 12 Advertising and pmrom om timonm m m m m m m m m m m m 82,761. 59,361. 56. 23,344. 13 Office expenses m m m m m m m m m m m m m 107,757. 62,912. 35,123. 9,722. 14 Informatiom nm tem chm nmolmogmy m m m m m m m m m m m m m 61,278. 24,557. 36,596. 125. 15 Royalties m m m m m m m m m m m m m m m m m m 0. 16 Occupamncm ym m m m m m m m m m m m m m m m m m m 428,487. 398,702. 18,781. 11,004. 17 Travel 216,932. 163,424. 6,816. 46,692. 18 Payments of travel or entertainment expenses for any federal, state, or local public officm iamlsm m 0. 19 Conferenmcems,m cmonmvem ntmiomnsm, am ndm mm emetmingm sm m m m m 5,576. 3,270. 1,891. 415. 20 Interest m m m m m m m m m m m m m m 95,946. 95,946. 21 Payments to affiliates m m m m 0. 22 Depreciatiomn,m dem pmlemtiomn,m amndm ammmormtizmatimonm m m m m 742,696. 682,826. 59,870. 23 Insurance 211,337. 177,421. 33,916. 24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.) aBUILDING REPAIRS 167,482. 144,279. 23,038. 165. bSALES TAX 27,955. 27,955. cDUES/SUBSCRIPTIONS 17,415. 6,393. 11,022. dTOUR EXPENSES 15,225. 12,534. 2,691. e All other expenses 116,205. 101,111. 15,094. 25 Total functional expenses. Add lines 1 through 24e 5,762,702. 4,471,840. 955,208. 335,654. 26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational camIpaign and fundraising solicitation. Check here m m m mXm m ifm following SOP 98-2 (ASC 958-720) 0. JSA Form 990 (2015) 5E1052 1.000
1133KR D310 PAGE 13 Form 990 (2015) Page 11 Part X Balance Sheet m m m m m m m m m m m m m m m m m m m m m Check if Schedule O contains a response or note to any line in this Part X (A) (B) Beginning of year End of year 1 Cash - non-interest-bearing m m m m m m m m m m m m m m m m m m m m m m m m m m m 0. 1 0. 2 Savings and temporary cash investments m m m m m m m m m m m m m m m m m m m m 572,984. 2 1,391,975. 3 Pledges and grants receivable, net m m m m m m m m m m m m m m m m m m m m m m m 1,257,223. 3 287,874. 4 Accounts receivable, net m m m m m m m m m m m m m m m m m m m m m m m m m m m m 706. 4 52,646. 5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L m m m m m m m m m m m m m m m m m m m m m m m m m 0. 5 0. 6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions). Complete Part II of Schedule L m m m m m m m m m m m m 0. 6 0. s
t m m m m m m m m m m m m m m m m m m m m m m m m m
e 7 Notes and loans receivable, net 386,524. 7 448,227. s m m m m m m m m m m m m m m m m m m m m m m m m m m m m s 8 Inventories for sale or use 69,293. 8 66,992. A m m m m m m m m m m m m m m m m m m m m 9 Prepaid expenses and deferred charges 132,817. 9 109,085. 10 a Land, buildings, and equipment: cost or other basis. Complete Part VI of mSmchmedm umlem Dm m m m 10a 25,341,179. b Less: accumulated depreciation m m m m m m10m bm m m m m 4,590,424.m m m m m m m m 20,232,956. 10c 20,750,755. 11 Investments - publicly traded securities m m m m m m m m m m m m m m m 37,201,196. 11 47,890,863. 12 Investments - other securities. See Part IV, line 11 m m m m m m m m m m m m m m 8,795,426. 12 6,295,551. 13 Investments - promgrmam m-rem lam tem dm. Sm eme mPam rmt ImV,m linm em 1m1m m m m m m m m m m m m m m m 2,872,778. 13 2,145,956. 14 Intangible assets m m m m m m m m m m m m m m m m m m m m m m m m 0. 14 0. 15 Other assets. See Part IV, line 11 m m m m m m m m m m 282,718. 15 278,764. 16 Total assets. Add lines 1 through 15 (mumstm emqum aml lminme m34m )m m m m m m m m m m m 71,804,621. 16 79,718,688. 17 Accounts payabmlem amndm macm crm umedm em xpm emnsm ems m m m m m m m m m m m m m m m m m m m m 541,834. 17 862,151. 18 Grants payable m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 0. 18 0. 19 Deferred revenue m m m m m m m m m m m m m m m m m m m m m m m m m m m 114,510. 19 191,399. 20 Tax-exempt bond liabilities m m m m 0. 20 0. 21 Escrow or custodial account liability. Complete Part IV of Schedule D 0. 21 0.
s 22 Loans and other payables to current and former officers, directors, e i t
i trustees, key employees, highest compensated employees, and l i m m m m m m m m m m m m m m b disqualified persons. Complete Part II of Schedule L 0. 22 0. a i
L m m m m m m m 23 Secured mortgages and notes payable to unrelated third partimesm m m m m m m m 1,860,720. 23 1,413,781. 24 Unsecured notes and loans payable to unrelated third parties 0. 24 0. 25 Other liabilities (including federal income tax, payables to related third parties, and othmerm lmiambilmitimesm nm om t minmclmudm emd m omn mlinm ems m17m -m24m ).m Cm ommm pmlemtem Pmarmt mXm of Schedule D m m m m m m m m m m m m m m m m m m m m 0. 25 0. 26 Total liabilities. Add lines 17 through 25 2,517,064. 26 2,467,331. Organizations that follow SFAS 117 (ASC 958), check here I X and
s complete lines 27 through 29, and lines 33 and 34. e c m m m m m m m m m m m m m m m m m m m m m m m m m m m m m n 27 Unrestricted net assets 28,151,308. 27 28,232,205. a l
a 28 Temporarily restricted net assets m m m m m m m m m m m m m m m m m m m m m m m m 28,794,200. 28 29,177,103. B
m m m m m m m m m m m m m m m m m m m m m m m m d 29 Permanently restricted net assets 12,342,049. 29 19,842,049. n
u I Organizations that do not follow SFAS 117 (ASC 958), check here and F
r complete lines 30 through 34. o
s m m m m m m m m m m m m m m m m
t 30 Capital stock or trust principal, or current funds 30 e m m m m m m m m s 31 Paid-in or capital surplus, or land, building, or equipment fund 31 s
A m m m m 32 Retained earnings, endowment, accumulated income, or other funds 32 t e 33 Total net assets or fund balances m m m m m m m m m m m m m m m m m m m m m m m m 69,287,557. 77,251,357. N m m m m m m m m m m m m m m m m m m 33 34 Total liabilities and net assets/fund balances 71,804,621. 34 79,718,688. Form 990 (2015)
JSA
5E1053 1.000 1133KR D310 PAGE 14 Form 990 (2015) Page 12 Part XI Reconciliation of Net Assets m m m m m m m m m m m m m m m m m m m Check if Schedule O contains a response or nmotme mtom am nmy mlinm em imn mthmism Pm amrtm Xm I m m m m m m X 1 Total revenue (must equal Part VIII, column (A), line 12) m m m m m m m m m m m m m m m m m m m m m m m 1 11,547,356. 2 Total expenses (must equal Part IX, column (A), linem 2m5)m m m m m m m m m m m m m m m m m m m m m m m m 2 5,762,702. 3 Revenue less expenses. Subtract line 2 from line 1 m m m m m 3 5,784,654. 4 Net assets or fund balances at beginning of ymeam r m(mm um smt em qmuam l Pm am rtm Xm, lminme m33m , mcomlummmn m(Am))m m m m m m 4 69,287,557. 5 Net unrealized gains (losses) on investm em nmtsm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 5 2,204,300. 6 Donated services andm umsem om f mfamcilmitiem sm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 6 0. 7 Investment expenses m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 7 0. 8 Prior period adjustments m m m m m m m m m m m m m m m m 8 0. 9 Other changes in net assets or fund balances (explain in Schedule O) 9 -25,154. 10 Net assets or funm dm bm amlamncmesm matm emndm mofm ymeam r.m Cm ommmbminem mlinmesm m3 mthmrom umghm m9 m(mm um smt em qmuam l mPmarmt Xm , m limnem 33, column (B)) 10 77,251,357. Part XII Financial Statements and Reporting m m m m m m m m m m m m m m m m m m m Check if Schedule O contains a response or note to any line in this Part XII Yes No 1 Accounting method used to prepare the Form 990: Cash X Accrual Other If the organization changed its method of accounting from a prior year or checked "Other," explain in Schedule O. m m m m m m 2a Were the organization's financial statements compiled or reviewed by an independent accountant? 2a X If "Yes," check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both: Separate basis Consolidated basis Both consolidated and sepamramtem bmasm ism m m m m m m m m b Were the organization's financial statements audited by an independent accountant? 2b X If "Yes," check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both: Separate basis X Consolidated basis Both consolidated and separate basis c If "Yes" to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant? 2c X If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O. 3a As a result of a federal award, was the organimzamtiom nm rmeqm umirmedm tmo m umndm emrgm om amn m amudm itm omr maum dmitsm masm sm emt fmorm thm imnm the Single Audit Act and OMB Circular A-133? 3a X b If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits. 3b Form 990 (2015)
JSA
5E1054 1.000 1133KR D310 PAGE 15 SCHEDULE A Public Charity Status and Public Support OMB No. 1545-0047 (Form 990 or 990-EZ) Complete if the organization is a section 501(c)(3) organization or a section À¾µ¹ I4947(a)(1) nonexempt charitable trust. Department of the Treasury I Attach to Form 990 or Form 990-EZ. Open to Public Internal Revenue Service Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990. Inspection Name of the organization Employer identification number HISTORIC LANDMARKS FOUNDATION OF INDIANA, INC 35-1162873 Part I Reason for Public Charity Status (All organizations must complete this part.) See instructions. The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.) 1 A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i). 2 A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990 or 990-EZ).) 3 A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii). 4 A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state: 5 An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.) 6 A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v). 7 X An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.) 8 A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.) 9 An organization that normally receives: (1) more than 331/3 % of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions - subject to certain exceptions, and (2) no more than 331/3 % of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.) 10 An organization organized and operated exclusively to test for public safety. See section 509(a)(4). 11 An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box in lines 11a through 11d that describes the type of supporting organization and complete lines 11e, 11f, and 11g. a Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B. b Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C. c Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E. d Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V. e Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-funm cmtiom nmalmly minmtemgrm amtemd msum pmpom rmtinm gm omrgmanm izm amtiom nm. m m m m m m m m m m m m m m m f Enter the number of supported organizations g Provide the following information about the supported organization(s). (i) Name of supported organization (ii) EIN (iii) Type of organization (iv) Is the organization (v) Amount of monetary (vi) Amount of (described on lines 1-9 listed in your governing support (see other support (see above (see instructions)) document? instructions) instructions)
Yes No
(A)
(B)
(C)
(D)
(E)
Total For Paperwork Reduction Act Notice, see the Instructions for Schedule A (Form 990 or 990-EZ) 2015 Form 990 or 990-EZ. JSA 5E1210 1.000 1133KR D310 PAGE 16 Schedule A (Form 990 or 990-EZ) 2015 Page 2 Part II Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.) Section A. Public Support Calendar year (or fiscal year beginning in) I (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (f) Total
1 Gifts, grants, contributions, and membership fees received. m (mDmo m nm omt include any "unusual grants.") 1,525,254. 5,634,408. 2,921,764. 3,869,323. 2,809,890. 16,760,639.
2 Tax revenues levied for the organization's benefit and m emithm emr m pam idm to or expended on its behalf 0.
3 The value of services or facilities furnished by a governmentaml um nmit m tom tmhem organization without charge m m m m m m m 0. 4 Total. Add lines 1 through 3 1,525,254. 5,634,408. 2,921,764. 3,869,323. 2,809,890. 16,760,639. 5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of m thm em am mmoum nmt shown on line 11, column (f) 6,102,761. 6 Public support. Subtract line 5 from line 4. 10,657,878. Section B. Total Support I Calendar year (or fiscal yeam r mbem gminnm inm gm inm) m m (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (f) Total 7 Amounts from line 4 1,525,254. 5,634,408. 2,921,764. 3,869,323. 2,809,890. 16,760,639. 8 Gross income from interest, dividends, payments received on securities loans, rents, romyam ltimesm am nmd minmcom mme m frmomm msim milamr sources 1,220,739. 1,273,623. 1,042,152. 1,049,329. 1,142,681. 5,728,524.
9 Net income from unrelated business activities, whether or m nmotm tmhem mbum simnem ssm is regularly carried on 0.
10 Other income. Do not include gain or loss from the salem m ofm mcam pimtaml m asm smetsm (Explain in Part VI.) ATCH 1 m m 38,494. 191,194. 8,916. 238,604. 11 Total support. Add lines 7 through 10 m m m m m m m m m m m m m m m m m m m m m m m m m m 22,727,767. 12 Gross receipts from related activities, etc. (see instructions) 12 5,578,638. 13 First five years. If the Form 990 is for m thm em om rgm amnizm amtiomn'ms m firm stm, msem com nmd, m tmhirm d,m mfomurmth,m om r m fmiftmh m tam x m ymeam r m asm ma m smecm tiom nm 5m 0m1(mc)(3) organization, check this box and stop here I Section C. Computation of Public Support Percentage m m m m m m m m 14 Public support percentage for 2015 (line 6, column (f) divided by mlinme m11m ,m cmolum mm nm (mf))m m m m m m m m m 14 46.89 % 15 Public support percentage from 2014 Schedule A, Part II, line 14 15 47.26 % 16a 33 1/3 % support test - 2015. If the organization did not check the box on line 13, anm dm limnem m14m mis m3m31m /3m %m om rm mm omrem , mchIeck this box and stop here. The organization qualifies as a publicly supported organization X b 33 1/3 % support test - 2014. If the organization did not check a box on line 13 or 16a, amndm mlinm em 1m5m ism 3m 3m 1m/3m%m omr mmoIre, check this box and stop here. The organization qualifies as a publicly supported organization 17a 10%-facts-and-circumstances test - 2015. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how mthme m omrgmamnizm amtiom nm mm em emtsm tmhem "m fam cmtsm-amndm -cm irmcum mm stmanm cmesm ” m tem smt. mTmhem om rgm am nmizam timonm mqum amlifmiems masm am mpum bmlicm lym sm umppm orIted organization b 10%-facts-and-circumstances test - 2014. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how mthme m omrgmamnizm amtiom nm mm em emtsm tmhem "m fam cmtsm-amndm -cm irmcum mm smtamncmesm "m tem smt. m Tmhem om rmgam nmizmatmiomn mqum amlifmiems masm ma mpum blIicly supported organization 18 Private foundm amtimonm . mIf mthme mormgmanm izmatmiomn mdmidm nmotm cmhem cmk ma mbom xm omn mlinm em 1m3,m 1m 6ma,m 1m6bm , m1m7am , morm 1m 7mb,m cmhem cmk mthmis mbom xm amndm sm eme m m I instructions Schedule A (Form 990 or 990-EZ) 2015
JSA
5E1220 1.000 1133KR D310 PAGE 17 Schedule A (Form 990 or 990-EZ) 2015 Page 3 Part III Support Schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.) Section A. Public Support I Calendar year (or fiscal year beginning in) (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (f) Total 1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") 2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is relmatem d m tom thm em organization's tax-exempt purpose 3 Gross receipts from activities that are not anm unrelated trade or business under section 513 4 Tax revenues levied for the organization's benefit and meimthmerm pm amidm to or expended on its behalf 5 The value of services or facilities furnished by a governmentalm umnimt tmo m thm em organization without charge m m m m m m m 6 Total. Add lines 1 through 5 7a Amounts included on lines 1, 2, am nmd m3m received from disqualified persons b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount omn mlinme m13m fmor m thme myemarm c Add lines 7a and 7b 8 Public smupm pmormt. m (Sm umbtmramct m linm em 7m cm fmrom m line 6.) Section B. Total Support I Calendar year (or fiscal ymeam r mbem gminmninm gm inm )m m (a) 2011 (b) 2012 (c) 2013 (d) 2014 (e) 2015 (f) Total 9 Amounts from line 6 10 a Gross income from interest, dividends, payments received on securities loans, rents, romyamltimesm amndm imncm om em mfrom mm sm imm ilam rm sources b Unrelated business taxable income (less section 511 taxes) from bm usm inmesm sem sm acquired after June 30, 1m97m 5m m m m m m m c Add lines 10a and 10b 11 Net income from unrelated business activities not included in line 10b, whether or nm omt tmhem bm umsinm emssm ism rmegm ulmarmlym carried on 12 Other income. Do not include gain or loss from the salem om f m cm apm itmalm am ssm emtsm (Explain in Part VI.) 13 Total supmpomrt.m (m Amddm lminmesm 9m , m 1m0cm , m 11m ,m and 12.) 14 First five years. If the Form 990 is fmor m tmhem mormgamnimzam tiom nm's m fimrsmt, m smecmonm d,m mthmirdm, m fom urm thm, m orm mfifmthm tmaxm myemarm am s m am msemctmionm m 50m 1m(cm)(3) organization, check this box and stop here I Section C. Computation of Public Support Percentage m m m m m m m m m m m m m m 15 Public support percentage for 2015 (line 8, column (f) divided by lminem 1m 3m, cmolum mm nm (fm)) m m m m m m m m m m m m m m 15 % 16 Public support percentage from 2014 Schedule A, Part III, line 15 16 % Section D. Computation of Investment Income Percentage m m m m m m m m m m 17 Investment income percentage for 2015 (line 10c, column (f) divided bym limnem 1m3, mcom lummmn m(f)m) m m m m m m m m m m 17 % 18 Investment income percentage from 2014 Schedule A, Part III, line 17 18 % 19 a 33 1/3 % support tests - 2015. If the organization did not check the box on line 14, and line 15 is more than 331/3 %, and line I 17 is not more than 331/3 %, check this box and stop here. The organization qualifies as a publicly supported organization b 33 1/3 % support tests - 2014. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 331/3 %, and I line 18 is not more than 331/3 %, check this box and stop here. The organization qualifies as a publicly supported organization I 20 Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions JSA Schedule A (Form 990 or 990-EZ) 2015 5E1221 1.000 1133KR D310 PAGE 18 Schedule A (Form 990 or 990-EZ) 2015 Page 4 Part IV Supporting Organizations (Complete only if you checked a box in line 11 of Part I. If you checked 11a of Part I, complete Sections A and B. If you checked 11b of Part I, complete Sections A and C. If you checked 11c of Part I, complete Sections A, D, and E. If you checked 11d of Part I, complete Sections A and D, and complete Part V.) Section A. All Supporting Organizations Yes No 1 Are all of the organization’s supported organizations listed by name in the organization’s governing documents? If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose, describe the designation. If historic and continuing relationship, explain. 1 2 Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2). 2 3a Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below. 3a b Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination. 3b c Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use. 3c 4a Was any supported organization not organized in the United States ("foreign supported organization")? If "Yes," and if you checked 11a or 11b in Part I, answer (b) and (c) below. 4a b Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If "Yes," describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations. 4b c Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If "Yes," explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes. 4c 5a Did the organization add, substitute, or remove any supported organizations during the tax year? If "Yes," answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document). 5a b Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document? 5b c Substitutions only. Was the substitution the result of an event beyond the organization's control? 5c
6 Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If "Yes," provide detail in Part VI. 6 7 Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If "Yes," complete Part I of Schedule L (Form 990 or 990-EZ). 7 8 Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If "Yes," complete Part I of Schedule L (Form 990 or 990-EZ). 8 9a Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If "Yes," provide detail in Part VI. 9a b Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If "Yes," provide detail in Part VI. 9b c Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If "Yes," provide detail in Part VI. 9c 10 a Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If "Yes," answer 10b below. 10a b Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings.) 10b JSA Schedule A (Form 990 or 990-EZ) 2015
5E1229 1.000 1133KR D310 PAGE 19 Schedule A (Form 990 or 990-EZ) 2015 Page 5 Part IV Supporting Organizations (continued) Yes No 11 Has the organization accepted a gift or contribution from any of the following persons? a A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization? 11a b A family member of a person described in (a) above? 11b c A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI. 11c Section B. Type I Supporting Organizations Yes No 1 Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If "No," describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year. 1 2 Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If "Yes," explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised, or controlled the supporting organization. 2 Section C. Type II Supporting Organizations Yes No 1 Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If "No," describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s). 1 Section D. All Type III Supporting Organizations Yes No 1 Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided? 1 2 Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s). 2 3 By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard. 3 Section E. Type III Functionally-Integrated Supporting Organizations 1 Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions): a The organization satisfied the Activities Test. Complete line 2 below. b The organization is the parent of each of its supported organizations. Complete line 3 below. c The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions). Yes No 2 Activities Test. Answer (a) and (b) below. a Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities. 2a b Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement. 2b 3 Parent of Supported Organizations. Answer (a) and (b) below. a Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI. 3a b Did the organization exercise a substantial degree of direction over the policies, programs, and activities of each of its supported organizations? If "Yes," describe in Part VI the role played by the organization in this regard. 3b
JSA Schedule A (Form 990 or 990-EZ) 2015
5E1230 1.000 1133KR D310 PAGE 20 Schedule A (Form 990 or 990-EZ) 2015 Page 6 Part V Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations 1 Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970. See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E. (B) Current Year Section A - Adjusted Net Income (A) Prior Year (optional) 1 Net short-term capital gain 1 2 Recoveries of prior-year distributions 2 3 Other gross income (see instructions) 3 4 Add lines 1 through 3 4 5 Depreciation and depletion 5 6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6 7 Other expenses (see instructions) 7 8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8 (B) Current Year Section B - Minimum Asset Amount (A) Prior Year (optional) 1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): a Average monthly value of securities 1a b Average monthly cash balances 1b c Fair market value of other non-exempt-use assets 1c d Total (add lines 1a, 1b, and 1c) 1d e Discount claimed for blockage or other factors (explain in detail in Part VI): 2 Acquisition indebtedness applicable to non-exempt-use assets 2 3 Subtract line 2 from line 1d 3 4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4 5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5 6 Multiply line 5 by .035 6 7 Recoveries of prior-year distributions 7 8 Minimum Asset Amount (add line 7 to line 6) 8
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1 2 Enter 85% of line 1 2 3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3 4 Enter greater of line 2 or line 3 4 5 Income tax imposed in prior year 5 6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6 7 Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions). Schedule A (Form 990 or 990-EZ) 2015
JSA
5E1231 1.000 1133KR D310 PAGE 21 Schedule A (Form 990 or 990-EZ) 2015 Page 7 Part V Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued) Section D - Distributions Current Year 1 Amounts paid to supported organizations to accomplish exempt purposes 2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity 3 Administrative expenses paid to accomplish exempt purposes of supported organizations 4 Amounts paid to acquire exempt-use assets 5 Qualified set-aside amounts (prior IRS approval required) 6 Other distributions (describe in Part VI). See instructions. 7 Total annual distributions. Add lines 1 through 6. 8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions. 9 Distributable amount for 2015 from Section C, line 6 10 Line 8 amount divided by Line 9 amount (ii) (iii) (i) Section E - Distribution Allocations (see instructions) Underdistributions Distributable Excess Distributions Pre-2015 Amount for 2015 1 Distributable amount for 2015 from Section C, line 6 2 Underdistributions, if any, for years prior to 2015 (reasonable cause required-see instructions) 3 Excess distributions carryover, if any, to 2015: a b c m m m m m m m m d From 2013 m m m m m m m m e From 2014 f Total of lines 3a through e g Applied to underdistributions of prior years h Applied to 2015 distributable amount i Carryover from 2010 not applied (see instructions) j Remainder. Subtract lines 3g, 3h, and 3i from 3f. 4 Distributions for 2015 from Section D, line 7: $ a Applied to underdistributions of prior years b Applied to 2015 distributable amount c Remainder. Subtract lines 4a and 4b from 4. 5 Remaining underdistributions for years prior to 2015, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions). 6 Remaining underdistributions for 2015. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions). 7 Excess distributions carryover to 2016. Add lines 3j and 4c. 8 Breakdown of line 7: a b m m m m m m m m c Excess from 2013 m m m m m m m m d Excess from 2014 m m m m m m m m e Excess from 2015 Schedule A (Form 990 or 990-EZ) 2015
JSA
5E1232 1.000 1133KR D310 PAGE 22 Schedule A (Form 990 or 990-EZ) 2015 Page 8 Part VI Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
SCHEDULE A, PART II, LINE 1
GIFTS, GRANTS, CONTRIBUTIONS:
LINE 1, COLUMN(E) EXCLUDES AN UNUSUAL GRANT OF $7,500,000 RECEIVED ON
12/14/2015. ATTACHMENT 1 SCHEDULE A, PART II - OTHER INCOME
DESCRIPTION 2011 2012 2013 2014 2015 TOTAL
PROCEEDS FROM INSURANCE CLAIMS 38,494. 191,194. 8,916. 238,604.
TOTALS 38,494. 191,194. 8,916. 238,604.
JSA Schedule A (Form 990 or 990-EZ) 2015 5E1225 1.000 1133KR D310 PAGE 23 Schedule B Schedule of Contributors OMB No. 1545-0047 (Form 990, 990-EZ, or 990-PF) I Attach to Form 990, Form 990-EZ, or Form 990-PF. À¾µ¹ Department of the Treasury I Internal Revenue Service Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990. Name of the organization Employer identification number HISTORIC LANDMARKS FOUNDATION OF INDIANA, INC 35-1162873 Organization type (check one):
Filers of: Section:
Form 990 or 990-EZ X 501(c)( 3 ) (enter number) organization
4947(a)(1) nonexempt charitable trust not treated as a private foundation
527 political organization
Form 990-PF 501(c)(3) exempt private foundation
4947(a)(1) nonexempt charitable trust treated as a private foundation
501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule. Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
X For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33 1/3 % support test of the regulations under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor, during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor, during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Do not complete any of the parts unless the General Rule applies to this organization mbem cmamusme mit mremcem ivmemd mnomnem xmclmusm ivmelmy mremligm iom ums,m cmham rimtamblme,m eItc., contributions totaling $5,000 or more during the year $
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990, 990-EZ, or 990-PF), but it must answer "No" on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ or on its Form 990-PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990, 990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions for Form 990, 990-EZ, or 990-PF. Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
JSA 5E1251 2.000 1133KR D310 PAGE 23 Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 2 Name of organization HISTORIC LANDMARKS FOUNDATION OF INDIANA, INC Employer identification number 35-1162873 Part I Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) (b) (c) (d) No. Name, address, and ZIP + 4 Total contributions Type of contribution
1 Person X Payroll $ 7,500,000. Noncash (Complete Part II for noncash contributions.)
(a) (b) (c) (d) No. Name, address, and ZIP + 4 Total contributions Type of contribution
2 Person X Payroll $ 1,131,000. Noncash (Complete Part II for noncash contributions.)
(a) (b) (c) (d) No. Name, address, and ZIP + 4 Total contributions Type of contribution
Person Payroll $ Noncash (Complete Part II for noncash contributions.)
(a) (b) (c) (d) No. Name, address, and ZIP + 4 Total contributions Type of contribution
Person Payroll $ Noncash (Complete Part II for noncash contributions.)
(a) (b) (c) (d) No. Name, address, and ZIP + 4 Total contributions Type of contribution
Person Payroll $ Noncash (Complete Part II for noncash contributions.)
(a) (b) (c) (d) No. Name, address, and ZIP + 4 Total contributions Type of contribution
Person Payroll $ Noncash (Complete Part II for noncash contributions.)
JSA Schedule B (Form 990, 990-EZ, or 990-PF) (2015) 5E1253 2.000 1133KR D310 PAGE 24 Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 3 Name of organization HISTORIC LANDMARKS FOUNDATION OF INDIANA, INC Employer identification number 35-1162873 Part II Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. (c) (b) (d) from FMV (or estimate) Description of noncash property given Date received Part I (see instructions)
$
(a) No. (c) (b) (d) from FMV (or estimate) Description of noncash property given Date received Part I (see instructions)
$
(a) No. (c) (b) (d) from FMV (or estimate) Description of noncash property given Date received Part I (see instructions)
$
(a) No. (c) (b) (d) from FMV (or estimate) Description of noncash property given Date received Part I (see instructions)
$
(a) No. (c) (b) (d) from FMV (or estimate) Description of noncash property given Date received Part I (see instructions)
$
(a) No. (c) (b) (d) from FMV (or estimate) Description of noncash property given Date received Part I (see instructions)
$
JSA Schedule B (Form 990, 990-EZ, or 990-PF) (2015) 5E1254 2.000 1133KR D310 PAGE 25 Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 4 Name of organization HISTORIC LANDMARKS FOUNDATION OF INDIANA, INC Employer identification number 35-1162873 Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively relIigious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed. (a) No. from (b) Purpose of gift (c) Use of gift (d) Description of how gift is held Part I
(e) Transfer of gift
Transferee's name, address, and ZIP + 4 Relationship of transferor to transferee
(a) No. from (b) Purpose of gift (c) Use of gift (d) Description of how gift is held Part I
(e) Transfer of gift
Transferee's name, address, and ZIP + 4 Relationship of transferor to transferee
(a) No. from (b) Purpose of gift (c) Use of gift (d) Description of how gift is held Part I
(e) Transfer of gift
Transferee's name, address, and ZIP + 4 Relationship of transferor to transferee
(a) No. from (b) Purpose of gift (c) Use of gift (d) Description of how gift is held Part I
(e) Transfer of gift
Transferee's name, address, and ZIP + 4 Relationship of transferor to transferee
JSA Schedule B (Form 990, 990-EZ, or 990-PF) (2015) 5E1255 3.000 1133KR D310 PAGE 26 SCHEDULE C Political Campaign and Lobbying Activities OMB No. 1545-0047 (Form 990 or 990-EZ) À¾µ¹ I For Organizations Exempt From Income Tax UndIer section 501(c) and section 527 Complete if the organization is described below. Attach to Form 990 or Form 990-EZ. Open to Public Department of the Treasury I Information about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990. Internal Revenue Service Inspection If the organization answered "Yes," on Form 990, Part IV, line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then % Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C. % Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B. % Section 527 organizations: Complete Part I-A only. If the organization answered "Yes," on Form 990, Part IV, line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then % Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B. % Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A. If the organization answered "Yes," on Form 990, Part IV, line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then % Section 501(c)(4), (5), or (6) organizations: Complete Part III. Name of organization Employer identification number HISTORIC LANDMARKS FOUNDATION OF INDIANA, INC 35-1162873 Part I-A Complete if the organization is exempt under section 501(c) or is a section 527 organization. 1 Provide a description mofm thm em omrgm amnimzamtiom nm'sm dmirmecmt manm dm inm dmirem cmt pm omlitmicmalm cmamm pm amigmn macm tivm itmiems imn mPam rt IIV. 2 Political expenditmurm ems m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m $ 3 Volunteer hours Part I-B Complete if the organization is exempt under section 501(c)(3). m m m m m m I 1 Enter the amount of any excise tax incurred by the organization under section 4955 m m I $ 2 Enter the amount of any excise tax incurred by organization managers under sectimonm 4m 9m55m m m m m $m m m m m m m 3 If the organization incurremd ma msem cmtiom nm 4m95m 5m tmaxm, mdimd mit mfilem mFom rm m 4m72m 0m fom rm thm ism ymeam r?m m m m m m m m m m m m m m m m m Yes No 4a Was a correction made? Yes No b If "Yes," describe in Part IV. Part I-C Complete if the organization is exempt under section 501(c), except section 501(c)(3). 1 Enter them ammmomunm t mdmirem cmtlym em xmpem nmdem dm bm y m thm em fmilimngm om rmgam nmizam tmiomn mfomr msem cmtiom nm 5m2m7 memxemmm pmt fmumncm tion activities I $ 2 Enter the amount of the filing om rgm amnmizam timonm 'sm fmunm dms mcom nmtrmibmutmedm mtom omthmerm om rgm am nmizam timonm sm fom rm smecm tion 527 exempt function activities I $ 3 Total exemmmptm fm umncm timonm mexmpmenm dmitum rem sm. mAdm dm lminmesm m1 m amndm m2.m Em nmtemr mhem rme m amndm monm mFom rm m 1m12m 0m-Pm OLI, line 17b m m m m m m m m m m m m m m m m m m m m m $m m m m m m m 4 Did the filing organization file Form 1120-POL for this year? Yes No 5 Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing organization made payments. For each organization listed, enter the amount paid from the filing organization's funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV. (a) Name (b) Address (c) EIN (d) Amount paid from (e) Amount of political filing organization's contributions received and funds. If none, enter -0-. promptly and directly delivered to a separate political organization. If none, enter -0-.
(1)
(2)
(3)
(4)
(5)
(6)
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Schedule C (Form 990 or 990-EZ) 2015
JSA 5E1264 1.000 1133KR D310 PAGE 28 Schedule C (Form 990 or 990-EZ) 2015 Page 2 Part II-A Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)). A Check I if the filing organization belongs to an affiliated group (and list in Part IV each affiliated group member's name, address, EIN, expenses, and share of excess lobbying expenditures). B Check I if the filing organization checked box A and "limited control" provisions apply. Limits on Lobbying Expenditures (a) Filing (b) Affiliated (The term "expenditures" means amounts paid or incurred.) m m m m m organization's totals group totals 1a Total lobbying expenditures to influence public opinion (grass roots lobbyingm) m m m m m b Total lobbying expenditures to influence a legislativm em bmomdym (mdimremctm lom bmbym inmgm) m m m m m m c Total lobbying expenditures (add linesm 1m am amndm 1m bm) m m m m m m m m m m m m m m m m m m m m d Other exempt purpose expenditures m m m m m m m m m m m m m m m m e Total exempt purpose expenditures (add lines 1c and 1d) f Lobbying nontaxable amount. Enter the amount from the following table in both columns. If the amount on line 1e, column (a) or (b) is: The lobbying nontaxable amount is: Not over $500,000 20% of the amount on line 1e. Over $500,000 but not over $1,000,000 $100,000 plus 15% of the excess over $500,000. Over $1,000,000 but not over $1,500,000 $175,000 plus 10% of the excess over $1,000,000. Over $1,500,000 but not over $17,000,000 $225,000 plus 5% of the excess over $1,500,000. Over $17,000,000 $1,000,000. m m m m m m m m m m m m m m m m m m m g Grassroots nontaxable amount (enter 25% of line 1f) m m m m m m m m m m m m m m m m m m m h Subtract line 1g from line 1a. If zero or less, enter -0- m m m m m m m m m m m m m m m m m m m i Subtract line 1f from line 1c. If zero or less, enter -0- j If there is an amount other than zero om nm em itmhem r m limnem m1hm morm lminme m 1mi, mdmid m thm em om rmgam nmizmatmiomn mfilme m Fmormmm 4m 7m 2m0m reporting section 4911 tax for this year? Yes No 4-Year Averaging Period Under section 501(h) (Some organizations that made a section 501(h) election do not have to complete all of the five columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year (a) 2012 (b) 2013 (c) 2014 (d) 2015 (e) Total beginning in)
2a Lobbying nontaxable amount
b Lobbying ceiling amount (150% of line 2a, column (e))
c Total lobbying expenditures
d Grassroots nontaxable amount
e Grassroots ceiling amount (150% of line 2d, column (e))
f Grassroots lobbying expenditures
Schedule C (Form 990 or 990-EZ) 2015
JSA
5E1265 1.000 1133KR D310 PAGE 29 Schedule C (Form 990 or 990-EZ) 2015 Page 3 Part II-B Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)). (a) (b) For each "Yes," response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity. Yes No Amount
1 During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, tm hmromugm hm tmhem um sme mofm: m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m a Volunteers? m X b Paid staff or managememntm (imncmlumdem mcom mm pmenm smatmiomn minm emxpm emnsmems rm empom rtmedm om nm limnem sm 1mc mthm rom umghm 1m i)m?m X c Media advertisements? m m m m m m m m m m m m m m m m m m m m m m m m m m m X d Mailings to members, legislators, or the public? m m m m m m m m m m m m m m m m m m m m m m m m X e Publications, or published or broadcast statements? m m m m m m m m m m m m m m m m m m m m m m m m X f Grants to other organizations for lobbying purposes? m m m m m m X g Direct contact with legislators, their staffs, government officials, or a legislative body? m m m m X 24,549. h Rallies, demonstramtiom nms, msem mm inm amrsm, cm omnvm emntmiomnsm , mspm emecm hmesm, lmecm tum rmesm, om rm amnym smimm ilmarm mm emanm sm? m m m m X i Other activities? m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m X j Total. Add lines 1c through 1i m m m 24,549. 2a Did the activities in line 1 cause the organization to be not describedm imn msem cmtiom nm 5m01m (cm )(m3m)?m m m m X b If "Yes," enter the amount of any tax incurred under section 4912 m m c If "Yes," enter the amount of any tax incurred by organization managers under section 49m 1m2m m m d If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? Part III-A Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6). m m m m m m m m m m m m m m m m m m m Yes No 1 Were substantially all (90% or more) dues received nondeductible by members? m m m m m m m m m m m m m m m m m m 1 2 Did the organization make only in-house lobbying expenditures of $2,000 or less? m m m m m m m m m m 2 3 Did the organization agree to carry over lobbying and political expenditures from the prior year? 3 Part III-B Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No," OR (b) Part III-A, line 3, is answered "Yes." m m m m m m m m m m m m m m m m m m m m m m m m m m m m 1 Dues, assessments and similar amounts from members 1 2 Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expem nmsem sm fom rm wm hmicmh mthm em smecm timonm 5m 2m7(m f)m tmaxm wm am sm pmaimd)m . m m m m m m m m m m m m m m m m m m m m m m m m a Current year m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 2a b Carryom vmerm frmomm lamstm ymeam rm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 2b c Total m m m m 2c 3 Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues 3 4 If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree tmom cmarmrymovm emr mtom thm em rmeam smonm amblme mesm timmmatme m omf nm omnmdem dmucm timblme mlombbm yminmgm m and political expenditure next year? m m m m m m m m m m m m m m m m m m m 4 5 Taxable amount of lobbying and political expenditures (see instructions) 5 Part IV Supplemental Information Provide the descriptions required for Part I-A, line 1; Part I-B, line 4; Part I-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions); and Part II-B, line 1. Also, complete this part for any additional information.
FORM 990, SCHEDULE C, PART II-B. LINE 1G
CONTACT WITH LEGISLATORS, STAFFS, GOV'T OFFICIALS, OR LEGISLATIVE BODY:
LOBBYING EFFORTS WERE FOCUSED ON THE INDIANA TAX CODE AND THE EXPANSION
OF THE HISTORIC TAX CREDIT.
JSA Schedule C (Form 990 or 990-EZ) 2015 5E1266 1.000 1133KR D310 PAGE 30 SCHEDULE D OMB No. 1545-0047 (Form 990) SupplementalI Financial Statements Complete if the organization answered "Yes" on Form 990, À¾µ¹ Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b. I Attach to Form 990. Open to Public Department of the Treasury I Internal Revenue Service Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990. Inspection Name of the organization Employer identification number HISTORIC LANDMARKS FOUNDATION OF INDIANA, INC 35-1162873 Part I Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6. mmmmmmmmmmm (a) Donor advised funds (b) Funds and other accounts 1 Total number at end of year 2 Aggregate value of contributions to (during year)m m 3 Aggregate value of grants fromm (during m m m m year) m m m m m 4 Aggregate value at end of year 5 Did the organization inform all donors and donor advisors in writing that the assets heldmmmmmmmmmmm in donor advised funds are the organization's property, subject to the organization's exclusive legal control? Yes No 6 Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for themmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? Yes No Part II Conservation Easements. Complete if the organization answered "Yes" on Form 990, Part IV, line 7. 1 Purpose(s) of conservation easements held by the organization (check all that apply). Preservation of land for public use (e.g., recreation or education) Preservation of a historically important land area Protection of natural habitat X Preservation of a certified historic structure Preservation of open space 2 Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year. mmmmmmmmmmmmmmmmmmmmmmmmmmm Held at the End of the Tax Year a Total number of conservation easements mmmmmmmmmmmmmmmmmmmmm 2a 139. b Total acreage restricted by conservation easements m m m m m 2b 489.00 c Number of conservation easements on a certified historic structure included in (a) 2c 139. d Number of conservation easements included inmmmmmmmmmmmmmmmmmmmmmmmm (c) acquired after 8 /17/06, and not on a historic structure listed in the National Register 2d 5. 3 Number ofI conservation easements modified, transferred, released, extinguished, or terminated by the organization during the tax year NONE 4 Number of states where property subject to conservation easement is located I 1. 5 Does the organization have a written policy regarding the periodicmmmmmmmmmmmmmmmmmmmmmm monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? X Yes No 6 Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year I 370.00 7 AmountI of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year $ 21,280. 8 Does each conservation easementmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? X Yes No 9 In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes the organization's accounting for conservation easements. Part III Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets. Complete if the organization answered "Yes" on Form 990, Part IV, line 8. 1a If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items. b If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relatingmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm to these items: I (i) Revenue included in Form 990, Partmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm VIII, line 1 I $ (ii) Assets included in Form 990, Part X $ 2 If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the following amounts required to be reported undermmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm SFAS 116 (ASC 958) relating to these items: I a Revenue included in Form 990, Partmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm VIII, line 1 I $ b Assets included in Form 990, Part X $ For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule D (Form 990) 2015 JSA 5E1268 1.000 1133KR D310 PAGE 31 Schedule D (Form 990) 2015 Page 2 Part III Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued) 3 Using the organization's acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply): a Public exhibition d Loan or exchange programs b Scholarly research e Other c Preservation for future generations 4 Provide a description of the organization's collections and explain how they further the organization's exempt purpose in Part XIII. 5 During the year, did the organization solicit or receive donations of art, historical treasures, or other smimm ilam rm m m assets to be sold to raise funds rather than to be maintained as part of the organization's collection? Yes No Part IV Escrow and Custodial Arrangements. Complete if the organization answered “Yes” on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21. 1a Is the organization an agent, trum smteme,m cmumstmodm iam nm omr om thm emr minmtemrmm emdmiamrym fom r mcom nmtrmibmutmiomnsm omr om thm emr masmsem tsm nm omt m m m included on Form 990, Part X? Yes No b If "Yes," explain the arrangement in Part XIII and complete the following table: m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m Amount c Beginning balance m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 1c d Additions during the year m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 1d e Distributions durimngm tmhme myem amr m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 1e f Ending balance 1f 2a Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liabimlitym ?m m m m Ym em sm m No b If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided on Part XIII Part V Endowment Funds. Complete if the organization answered “Yes” on Form 990, Part IV, line 10. (a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back m m m m 40,649,083. 44,373,703. 39,786,128. 37,954,653. 37,079,609. 1a Beginning of yem amr mbamlamncm em m m m m b Contributions 8,137,830. 701,711. 1,202,178. 603,047. 995,125. c Net investmm emntm em amrnminmgsm, mgaminms,m m and losses m m m m m m 2,901,688. -2,006,261. 6,012,787. 3,505,678. 2,575,064. d Grants or scholarships e Other expenditmurmesm fmorm fmacm ilmitiem sm m and programs 2,157,161. 2,322,227. 2,526,599. 2,178,554. 2,613,601. m m m m m 97,473. 97,843. 100,791. 98,696. 81,544. f Administrative expenm smesm m m m m m g End of year balance 49,433,967. 40,649,083. 44,373,703. 39,786,128. 37,954,653. 2 Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as: a Board designated or quasi-endowment I 14.1100 % b Permanent endowment I 40.1400 % c Temporarily restricted endowment I 45.7500 % The percentages on lines 2a, 2b, and 2c should equal 100%. 3a Are there endowment funds not in the possession of the organization that are held and administered for the organization by: m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m Yes No (i) unrelated organizationsm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 3a(i) X (ii) related organizations m m m m m m m m m m m m m m m m 3a(ii) X b If "Yes" on line 3a(ii), are the related organizations listed as required on Schedule R? 3b 4 Describe in Part XIII the intended uses of the organization's endowment funds. Part VI Land, Buildings, and Equipment. Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10. Description of property (a) Cost or other basis (b) Cost or other basis (c) Accumulated (d) Book value m m m m m m m m m m m m m m m m m m m m m (investment) (other) depreciation 1a Land m m m m m m m m m m m m m m m m m m 600,087. 600,087. b Buildings m m m m m m m m m m 22,507,251. 3,331,988. 19,175,263. c Leasehold imm pmromvem mm emntms m m m m m m m m m m d Equipmmenm tm m m m m m m m m m m m m m m m m m 1,041,663. 767,322. 274,341. e Other 1,192,178. m m 491,114.m m m m m 701,064. Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10c.) I 20,750,755. Schedule D (Form 990) 2015
JSA 5E1269 1.000 1133KR D310 PAGE 32 Schedule D (Form 990) 2015 Page 3 Part VII Investments - Other Securities. Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12. (a) Description of security or category (b) Book value (c) Method of valuation: (including nm ammme mof msem cum rimty)m m m m m m m m m Cost or end-of-year market value (1) Financial derivatives m m m m m m m m m m m m m (2) Closely-held equity interests (3) Other (A) CORPORATE HEDGE FUNDS 6,295,551. FMV (B) (C) (D) (E) (F) (G) (H) Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.) I 6,295,551. Part VIII Investments - Program Related. Complete if the organization answered "Yes" on Form 990, Part IV, line 11c. See Form 990, Part X, line 13. (a) Description of investment (b) Book value (c) Method of valuation: Cost or end-of-year market value (1) (2) (3) (4) (5) (6) (7) (8) (9) I Total. (Column (b) must equal Form 990, Part X, col. (B) line 13.) Part IX Other Assets. Complete if the organization answered "Yes" on Form 990, Part IV, line 11d. See Form 990, Part X, line 15. (a) Description (b) Book value (1) (2) (3) (4) (5) (6) (7) (8) (9) m m m m m m m m m m m m m m m m m m m m m m m m m m Total. (Column (b) must equal Form 990, Part X, col. (B) line 15.) I Part X Other Liabilities. Complete if the organization answered "Yes" on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25. 1. (a) Description of liability (b) Book value (1) Federal income taxes (2) (3) (4) (5) (6) (7) (8) (9) Total. (Column (b) must equal Form 990, Part X, col. (B) line 25.) I 2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII X JSA 5E1270 1.000 Schedule D (Form 990) 2015 1133KR D310 PAGE 33 Schedule D (Form 990) 2015 Page 4 Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered "Yes" on Form 990, Pmarm t mIVm , mlinm em 1m 2ma.m m m m m m m m 1 Total revenue, gains, and other support per audited financial statements 1 13,962,897. 2 Amounts included on line 1 but not on Form 9m90m , mPmarmt mVImII,m limnem 1m 2m: m m m m m m a Net unrealized gains (losses) on investm em nmtsm m m m m m m m m m m m m m m m m m m 2a 2,204,300. b Donated services and use of famcilmitiem sm m m m m m m m m m m m m m m m m m m m m m m 2b c Recoveries of prior year grantms m m m m m m m m m m m m m m m m m m m m m m m m m m 2c d Other (Describe in Part XIImI.)m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 2m dm m m m m m 333,868.m m m m m m e Add lines 2a through 2d m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 2e 2,538,168. 3 Subtract line 2e from line 1 3 11,424,729. 4 Amounts included on Form 990, Part VIII, line 12, but not on line 1m :m m m m m m a Investment expenses not inclum dm emd monm Fm omrmm m99m 0m, mPam rtm Vm IImI, mlinme m7bm m m m m m m m 4a 97,473. b Other (Describe in Parmt Xm IImI.)m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 4m bm m m m m m m25,154.m m m m m c Add lines 4a and 4b m m m m m m m m m m m m m m 4c 122,627. 5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) 5 11,547,356. Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered "Yes" on Fm omrmm m9m90m , mPmarm t mIVm , mlinm em 1m 2ma.m m m m m m m m 1 Total expenses and losses per audited financial statements 1 5,918,818. 2 Amounts included on line 1 but not on mFom rm m 9m90m , mPmarmt mIXm, lminme m25m :m m m m m m m a Donated services and umsem om f mfamcilmitiem sm m m m m m m m m m m m m m m m m m m m m m m 2a b Prior year admjumstm em nmtsm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 2b c Other losses m m m m m m m m m m m m m m m m m m m m m m m m m m m 2c d Other (Describe in Part XIImI.)m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 2m dm m m m m m 253,589.m m m m m m e Add lines 2a through 2d m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 2e 253,589. 3 Subtract line 2e from line 1 3 5,665,229. 4 Amounts included on Form 990, Part IX, line 25, but not on line 1:m m m m m m m a Investment expenses not inclum dm emd monm Fm omrmm m99m 0m, mPam rtm Vm IImI, mlinme m7bm m m m m m m m 4a 97,473. b Other (Describe in Parmt Xm IImI.)m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 4m bm m m m m m m m m m m m c Add lines 4a and 4b m m m m m m m m m m m m m 4c 97,473. 5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) 5 5,762,702. Part XIII Supplemental Information. Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part IV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information. SEE PAGE 5
JSA Schedule D (Form 990) 2015 5E1271 1.000 1133KR D310 PAGE 34 Schedule D (Form 990) 2015 Page 5 Part XIII Supplemental Information (continued)
FORM 990, SCHEDULE D, PART II, LINE 3
NUMBER OF EASEMENTS MODIFIED DURING THE TAX YEAR:
EASEMENT PROPERTIES ARE REVIEWED ON AN ANNUAL BASIS, AND CONDITIONS ARE
DOCUMENTED. THE EASEMENT DOCUMENT PROVIDES GUIDELINES FOR THE REVIEW
PROCESS, AS WELL AS THE STEPS TO BE TAKEN IN THE EVENT OF AN EASEMENT
VIOLATION.
FORM 990, SCHEDULE D, PART II, LINE 9
REPORTING OF CONSERVATION EASEMENTS ON INCOME STATEMENT & BALANCE SHEET:
CONSERVATION EASEMENTS ARE ACCOMPANIED BY A CONTRIBUTION TO A FUND
DESIGNATED TO EASEMENT MONITORING AND ENFORCEMENT ACTIVITIES. THOSE
CONTRIBUTIONS ARE REPORTED AS CONTRIBUTION REVENUE IN THE FINANCIAL
STATEMENTS. THE COSTS ASSOCIATED WITH EASEMENT MONITORING AND
ENFORCEMENT ACTIVITIES, WHICH INCLUDE STAFF TIME AND TRAVEL, AND LEGAL
FEES IF APPLICABLE, ARE EXPENSED TO THE EASEMENT MONITORING FUND, A BOARD
DESIGNATED FUND.
FORM 990, SCHEDULE D, PART V, LINE 4
INTENDED USE OF ENDOWMENT FUNDS:
THE ENDOWMENT IS INTENDED TO FUND THE OPERATIONS AND PROGRAMS OF THE
ORGANIZATION IN PERPETUITY. THE FUNDS ARE INVESTED FOR LONG TERM GROWTH,
AND FUNDS ARE WITHDRAWN IN ACCORDANCE WITH A SPENDING RATE APPROVED BY
THE BOARD OF DIRECTORS. THE CURRENT SPENDING RATE IS 5.0% OF THE
ENDOWMENT'S AVERAGE MARKET VALUE OVER A ROLLING TWENTY QUARTERS.
Schedule D (Form 990) 2015 JSA 5E1226 1.000
1133KR D310 PAGE 35 Schedule D (Form 990) 2015 Page 5 Part XIII Supplemental Information (continued)
FORM 990, SCHEDULE D, PART X, LINE 2
FIN 48 DISCLOSURE:
THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION
501(C)(3) OF THE U.S. INTERNAL REVENUE CODE. THE FOUNDATION IS NOT
CONSIDERED TO BE A PRIVATE FOUNDATION. THE FOUNDATION FILES TAX RETURNS
IN THE U.S. FEDERAL JURISDICTION. MANAGEMENT OF THE FOUNDATION IS NOT
AWARE OF ANY UNCERTAIN TAX POSITIONS AS OF AUGUST 31, 2016.
FORM 990, SCHEDULE D, PART XI, LINE 2D
INCOME FROM SUBSIDIARY OPERATIONS $195,004
INVENTORY EXPENSE 138,864
TOTAL $333,868
FORM 990, SCHEDULE D, PART XI, LINE 4B
CHANGE IN BENEFICIAL INTEREST $25,154
FORM 990, SCHEDULE D, PART XII, LINE 2D
EXPENSES FROM SUBSIDIARY OPERATIONS $114,725
INVENTORY EXPENSE 138,864
TOTAL $253,589
FORM 990, SCHEDULE D, PART XI & XII
NOTE:
AUDITED FINANCIAL STATEMENTS REPRESENT A CONSOLIDATION OF THE PARENT
CORPORATION (HISTORIC LANDMARKS FOUNDATION OF INDIANA, INC.) AND ANOTHER
CORPORATION IN WHICH THE PARENT CORPORATION HAS A CONTROLLING INTEREST.
THE FINANCIAL IMPACT OF THIS OTHER ENTITY IS ELIMINATED IN THIS
Schedule D (Form 990) 2015 JSA 5E1226 1.000
1133KR D310 PAGE 36 Schedule D (Form 990) 2015 Page 5 Part XIII Supplemental Information (continued)
RECONCILIATION.
Schedule D (Form 990) 2015 JSA 5E1226 1.000
1133KR D310 PAGE 37 SCHEDULE F Statement of Activities Outside the United States OMB No. 1545-0047 (Form 990) I À¾µ¹ Complete if the organization aInswered "Yes" on Form 990, Part IV, line 14b, 15, or 16. Attach to Form 990. Open to Public Department of the Treasury I Information about Schedule F (Form 990) and its instructions is at www.irs.gov/form990. Internal Revenue Service Inspection Name of the organization Employer identification number HISTORIC LANDMARKS FOUNDATION OF INDIANA, INC 35-1162873 Part I General Information on Activities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 14b. 1 For grantmakers. Does the organization maintain records to substantiate the amount of its grants and other assistance, the granteem sm' em limgimbimlitmy mfomr mthme mgrmamntms morm amssm ismtamncm em, am nmd mthmem smelmecm timonm cm rimtemriam um smedm tm om amwmarmd mthme grants or assistance? Yes No
2 For grantmakers. Describe in Part V the organization's procedures for monitoring the use of its grants and other assistance outside the United States.
3 Activities per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.) (a) Region (b) Number of (c) Number of (d) Activities conducted in (e) If activity listed in (d) is (f) Total offices in the employees, region (by type) (e.g., a program service, expenditures for region agents, and fundraising, program services, describe specific type of and investments independent investments, service(s) in region in region contractors grants to recipients in region located in the region)
(1) CENTRAL AMERICA/CARIBBEAN INVESTMENTS 2,260,162.
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
(11)
(12)
(13)
(14)
(15)
(16) (17) m m m m m m m m m m m 3a Sub-total 2,260,162. b Total from mcom nmtinm umatmiomn sheets to Part I c Totals (add lines 3a and 3b) 2,260,162. For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule F (Form 990) 2015 JSA 5E1274 1.000 1133KR D310 PAGE 38 Schedule F (Form 990) 2015 Page 2 Part II Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed. (i) Method of 1 (a) Name of (b) IRS code (c) Region (d) Purpose of (e) Amount of (f) Manner of (g) Amount of (h) Description valuation cash non-cash of non-cash organization section and EIN grant cash grant (book, FMV, (if applicable) disbursement assistance assistance appraisal, other)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
(11)
(12)
(13)
(14)
(15)
(16) 2 Enter total number of recipient organizations listed above that are recognized as charities by the fmormeimgnm cm omunm tmrym, rmecm omgmnizm emd masm tmaxm -em xmemIpt by the IRS, or for which the grantee or counsel has pmromvimdem dm am smecm timonm 5m 0m1(m c)m (3m ) memqum ivmalmenm cmy mlemttem rm m m m m m m m m m m m m m m m m m m m m 3 Enter total number of other organizations or entities I Schedule F (Form 990) 2015
JSA 5E1275 1.000 1133KR D310 PAGE 39 Schedule F (Form 990) 2015 Page 3 Part III Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 16. Part III can be duplicated if additional space is needed. (e) Manner of (f) Amount of (g) Description (h) Method of (a) Type of grant or assistance (b) Region (c) Number of (d) Amount of cash non-cash of non-cash valuation recipients cash grant disbursement assistance assistance (book, FMV, appraisal, other)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
(11)
(12)
(13)
(14)
(15)
(16)
(17)
(18) Schedule F (Form 990) 2015
JSA 5E1276 1.000 1133KR D310 PAGE 40 Schedule F (Form 990) 2015 Page 4 Part IV Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes," the organization may be required to file Fomrmm 9m 26m , m Rmetmurnm mbym am Um.Sm. Tm ram nmsfem rom r mofm Pmrompem rtmy tm o m a m Fom rem igm n Corporation (see Instructions for Form 926) X Yes No
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return To Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of m Fom rem igm n Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A; do not file with Form 990) Yes X No
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Informatimonm Rm etmurmn mofm Um.Sm. Pm emrsom nms mWmithm Rm esm pmecmt tm o Certain Foreign Corporations (see Instructions for Form 5471) X Yes No
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If "Yes," the organization may be required to file Form 8621, Information Return by a Shareholder om f m a m Pmasm simvem Fm ormeimgnm Imnvmesm tmm emntm Cm om pm amnym om r mQmuam lifmiedm mElmecmtinm g Fund (see Instructions for Form 8621) X Yes No
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865m, Rm emtumrnm omf mU.mS.m Pmermsomnsm Wm imthm Rm esm pmecmt mto m Cmermtamin Foreign Partnerships (see Instructions for Form 8865) Yes X No
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately fimlem Fmorm m 5m71m 3,m Imntmermnamtiom nam l mBom ymcomtt m Rmepm ormt (msem e Instructions for Form 5713; do not file with Form 990) Yes X No
Schedule F (Form 990) 2015
JSA
5E1277 1.000 1133KR D310 PAGE 41 SCHEDULE I Grants and Other Assistance to Organizations, OMB No. 1545-0047 (Form 990) Governments, and Individuals in the United States À¾µ¹ Complete if the organization answered "Yes" on Form 990, Part IV, line 21 or 22. I Attach to Form 990. Open to Public Department of the Treasury I Internal Revenue Service Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990. Inspection Name of the organization Employer identification number HISTORIC LANDMARKS FOUNDATION OF INDIANA, INC 35-1162873 Part I General Information on Grants and Assistance 1 Does the organization maintain records to substantiate the amm omunm t momf tmhem gm rmanm tsm om r masm smismtamncm em, tmhem mgrmanm tem ems'm emligmibmilitmy mfomr tmhem gm ram nmtsm omr am smsism tam nmcem , manm d the selection criteria used to award the grants or assistance? X Yes No 2 Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States. Part II Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered “Yes” on Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.
(c) IRC section (d) Amount of cash (e) Amount of non- (f) Method of valuation (g) Description of (h) Purpose of grant 1 (a) Name and address of organization (b) EIN (book, FMV, appraisal, or government if applicable grant cash assistance other) non-cash assistance or assistance
(1) INDIANA HUMANITIES COUNCIL 1500 N DELAWARE INDIANAPOLIS, IN 46202 35-1344382 501(C)(3) 10,000. SEE PART IV (2) INDIANA UNIVERSITY 107 S. INDIANA AVENUE BLOOMINGTON, IN 47405 35-6001673 501(C)(3) 15,869. SEE PART IV (3) BOYLE RACING HEADQUARTERS FOUNDATION 1393 WEST OAK STREET ZIONSVILLE, IN 46077 47-5668516 501(C)(3) 88,591. SEE PART IV (4) PEACEFUL VALLEY HERITAGE PRESERV. SOCIETY P.O. BOX 1759 NASHVILLE, IN 47448 47-3858793 501(C)(3) 10,000. SEE PART IV (5) PLUM CREEK FARMS P.O. BOX 44177 INDIANAPOLIS, IN 46244 35-2078998 10,000. SEE PART IV (6) HERRON HIGH SCHOOL 1201 CENTRAL AVENUE INDIANAPOLIS, IN 46202 20-2010941 501(C)(3) 6,000. SEE PART IV (7) CROWN HILL HERITAGE FOUNDATION, INC. 700 WEST 38TH STREET INDIANAPOLIS, IN 46208 31-1104060 501(C)(3) 7,500. SEE PART IV (8) MONTGOMERY COUNTY HISTORICAL SOCIETY P.O. BOX 127 CRAWFORDSVILLE, IN 47933 35-1579739 501(C)(3) 70,000. SEE PART IV (9)
(10)
(11)
(12) m m m m m m m m m m m m m m m m m m m m m m m m m m m m I 2 Enter total number of section 501(c)(3) and government organizamtiom nms mlismtem dm inm tmhem lminem 1m tmabm lem m m m m m m m m m m m m m m m m m m m m m m m m m m m m 7. 3 Enter total number of other organizations listed in the line 1 table I 1. For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule I (Form 990) (2015)
JSA 5E1288 1.000 1133KR D310 PAGE 42 Schedule I (Form 990) (2015) Page 2 Part III Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 22. Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of (c) Amount of (d) Amount of (e) Method of valuation (book, (f) Description of non-cash assistance recipients cash grant non-cash assistance FMV, appraisal, other)
1 FACADE IMPROVEMENT GRANT 1. 5,463.
2
3
4
5
6
7 Part IV Supplemental Information. Complete this part to provide the information required in Part I, line 2, Part III, column (b), and any other additional information. FORM 990, SCHEDULE I, PART I, LINE 2
GRANTS & OTHER ASSISTANCE TO ORGANIZATIONS & GOVERNMENTS:
GRANTS ARE ADMINISTERED IN RESPONSE TO SPECIFIC WRITTEN REQUESTS FROM
NONPROFIT COMMUNITY ORGANIZATIONS WITHIN THE STATE OF INDIANA ONLY. THESE
REQUESTS MUST CONTAIN A CLEARLY DEFINED PRESERVATION PROGRAM OR PROJECT,
AND THE REQUESTING ORGANIZATION SHOULD BE CLASSIFIED OR HAVE APPLIED FOR
STATUS AS A 501(C)(3) PUBLIC CHARITY UNDER THE IRS CODE.
Schedule I (Form 990) (2015)
JSA
5E1504 1.000 1133KR D310 PAGE 43 Schedule I (Form 990) (2015) Page 2 Part III Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 22. Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of (c) Amount of (d) Amount of (e) Method of valuation (book, (f) Description of non-cash assistance recipients cash grant non-cash assistance FMV, appraisal, other)
1
2
3
4
5
6
7 Part IV Supplemental Information. Complete this part to provide the information required in Part I, line 2, Part III, column (b), and any other additional information. FORM 990, PART II, COLUMN H
PURPOSE OF GRANT OR ASSITANCE:
INDIANA HUMANITIES COUNCIL - GRANT PROVIDED TO PARTIALLY FUND THE
HISTORIC PRESERVATION EDUCATION GRANT PROGRAM. THIS IS A STATEWIDE GRANT
PROGRAM WHICH FUNDS EDUCATION PROGRAMS THAT FOCUS ON HISTORIC
PRESERVATION AND IS ADMINISTERED BY THE INDIANA HUMANITIES COUNCIL.
INDIANA UNIVERSITY - GRANT PROVIDED IS IN SUPPORT OF THE 2016 INDIANA
STATEWIDE PRESERVATION CONFERENCE.
BOYLE RACING HEADQUARTERS FOUNDATION - GRANT PROVIDED FOR THE RESTORATION
OF A HISTORIC BUILDING LOCATED AT 1701 GENT AVENUE, INDIANAPOLIS,
Schedule I (Form 990) (2015)
JSA
5E1504 1.000 1133KR D310 PAGE 44 Schedule I (Form 990) (2015) Page 2 Part III Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 22. Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of (c) Amount of (d) Amount of (e) Method of valuation (book, (f) Description of non-cash assistance recipients cash grant non-cash assistance FMV, appraisal, other)
1
2
3
4
5
6
7 Part IV Supplemental Information. Complete this part to provide the information required in Part I, line 2, Part III, column (b), and any other additional information. INDIANA
PEACEFUL VALLEY HERITAGE PRESERVATION - GRANT PROVIDED FOR REPAIRS TO
1879 FORMER LOG JAIL IN NASHVILLE, INDIANA
PLUM CREEK FARMS - GRANT PROVIDED FOR ROOF REPLACEMENT FOR HISTORIC BARN
IN LYNNWOOD FARMS, CARMEL, INDIANA.
HERRON HIGH SCHOOL - GRANT PROVIDED FOR RESTORATION OF FORMER NAVAL
ARMORY IN INDIANAPOLIS, INDIANA
CROWN HILL HERITAGE FOUNDATION, INC. - GRANT PROVIDED FOR RESTORATION
STUDY OF HISTORIC STRUCTURES IN CROWN HILL CEMETERY, INDIANAPOLIS,
INDIANA.
Schedule I (Form 990) (2015)
JSA
5E1504 1.000 1133KR D310 PAGE 45 Schedule I (Form 990) (2015) Page 2 Part III Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" on Form 990, Part IV, line 22. Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of (c) Amount of (d) Amount of (e) Method of valuation (book, (f) Description of non-cash assistance recipients cash grant non-cash assistance FMV, appraisal, other)
1
2
3
4
5
6
7 Part IV Supplemental Information. Complete this part to provide the information required in Part I, line 2, Part III, column (b), and any other additional information. MONTGOMERY COUNTY HISTORICAL SOCIETY - GRANT PROVIDED FOR THE RESTORATION
OF THE MONTGOMERY COUNTY COURTHOUSE IN CRAWFORDSVILLE, INDIANA.
INDIVIDUAL - FAÇADE IMPROVEMENT GRANT - GRANT PROVIDED FOR IMPROVEMENTS
TO HISTORIC FAÇADE ON WEST MAIN CROSS STREET IN EDINBURGH, INDIANA.
FORM 990, PART III
PURPOSE OF GRANT OR ASSISTANCE: FAÇADE IMPROVEMENT GRANT - GRANT PROVIDED FOR IMPROVEMENTS TO HISTORIC
FAÇADE ON WEST MAIN CROSS STREET IN EDINBURGH, INDIANA.
Schedule I (Form 990) (2015)
JSA
5E1504 1.000 1133KR D310 PAGE 46 SCHEDULE J Compensation Information OMB No. 1545-0047 (Form 990) For certain Officers, Directors, Trustees, Key Employees, and Highest À¾µ¹ I Compensated Employees Complete if the organization answered "Yes" on Form 990, Part IV, line 23. I Open to Public Department of the Treasury I Attach to Form 990. Internal Revenue Service Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990. Inspection Name of the organization Employer identification number HISTORIC LANDMARKS FOUNDATION OF INDIANA, INC 35-1162873 Part I Questions Regarding Compensation Yes No 1a Check the appropriate box(es) if the organization provided any of the following to or for a person listed on Form 990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items. First-class or charter travel X Housing allowance or residence for personal use Travel for companions Payments for business use of personal residence Tax indemnification and gross-up payments X Health or social club dues or initiation fees Discretionary spending account Personal services (e.g., maid, chauffeur, chef)
b If any of the boxes on line 1a are checked, did the organization follow a written policy regarding payment or reimbm umrsm em menm t m om r m pm rom vmismionm m omf m amll m omf m thm em mexmpem nmsem sm mdem smcrmibmedm mabm omvem ?m Imf m "Nm om ,"m mcom mm pmlemtem Pm am rtm mIIIm tmo explain 1b X 2 Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all direcmtomrsm, mtrum smtemesm , m amndm mofmficm emrsm, minmclmudm inm gm tmhem mCEm Om /mExm emcum timvem Dm imremctmorm , mrem gmarmdimngm mthme m itmem sm mchm emckm emd m inm lminme 1a? 2 X 3 Indicate which, if any, of the following the filing organization used to establish the compensation of the organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III. X Compensation committee X Written employment contract Independent compensation consultant Compensation survey or study X Form 990 of other organizations X Approval by the board or compensation committee 4 During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization: m m m m m m m m m m m m m m m m m m m m m m m m m m m m a Receive a severance payment or change-of-control payment? m m m m m m m m m m m m m m m 4a X b Participate in, or receive payment from, a supplemental nonqualified retirement plan?m m m m m m m m m m m m m m m 4b X c Participate in, or receive payment from, an equity-based compensation arrangement? 4c X If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only section 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5–9. 5 For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any compensation contimngm emntm om nm thm em rem vmenm umems om f:m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m a The organization? m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 5a X b Any related organization? 5b X If "Yes" to line 5a or 5b, describe in Part III. 6 For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any compensation contimngm emntm om nm thm em nmetm emamrnminmgsm om f:m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m a The organization? m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 6a X b Any related organization? 6b X If "Yes" on line 6a or 6b, describe in Part III. 7 For persons listed on Form 990, Part VII, Section A, line 1a, dimd m thm em mormgam nmizmatmiomn m pmromvimdem manm ym nm omn-mfixm emd payments not described on lines 5 and 6? If "Yes," describe in Part III 7 X 8 Were any amounts reported on Form 990, Part VII, paid or accrued pursuant to a contract that was subject to the inmitimalm mcom nmtram cmt m emxcm emptmiomn m dm emscm rimbem dm minm mRem gmumlatmiomnsm m smecm timonm m5m3.m49m 5m8-m4m(am)(3m )?m m Ifm m"Ymesm ,"m mdem smcrm ibme in Part III 8 X 9 If "Yes" to line 8, did the organmizmatmiomn m amlsmo m fom lmlomw m tmhem mrem bmutmtamblme m pmrem smumm pm timonm m pmromcem dmurme m dm emscm rimbem dm imn Regulations section 53.4958-6(c)? 9 For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule J (Form 990) 2015
JSA
5E1290 1.000 1133KR D310 PAGE 47 Schedule J (Form 990) 2015 Page 2 Part II Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed. For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII. Note: The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and (D) Nontaxable (E) Total of columns (F) Compensation other deferred benefits (B)(i)-(D) in column (B) reported (A) Name and Title (i) Base (ii) Bonus & incentive (iii) Other compensation compensation reportable compensation as deferred on prior compensation Form 990
J. MARSHALL DAVIS (i) 154,051. 0. 6,000. 12,598. 22,315. 194,964. 0. 1PRESIDENT (ii) 0. 0. 0. 0. 0. 0. 0. (i) 2 (ii) (i) 3 (ii) (i) 4 (ii) (i) 5 (ii) (i) 6 (ii) (i) 7 (ii) (i) 8 (ii) (i) 9 (ii) (i) 10 (ii) (i) 11 (ii) (i) 12 (ii) (i) 13 (ii) (i) 14 (ii) (i) 15 (ii) (i) 16 (ii) Schedule J (Form 990) 2015
JSA 5E1291 1.000 1133KR D310 PAGE 48 Schedule J (Form 990) 2015 Page 3 Part III Supplemental Information Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
FORM 990, SCHEDULE J, PART I, LINE 1A
ACCOMMODATIONS PROVIDED TO INDIVIDUALS LISTED ON SCHEDULE J:
THE PRESIDENT IS REQUIRED TO SERVE AS A RESIDENT OF A HOUSE LOCATED AT
1028 DELAWARE, INDIANAPOLIS, IN. HE IS REQUIRED TO HOST VARIOUS EVENTS
FOR BOARD MEMBERS, DONORS, AND COMMUNITY LEADERS. HE PROVIDES OVERNIGHT
ACCOMMODATIONS FOR OUT OF TOWN BOARD MEMBERS AND OTHER GUESTS OF THE
ORGANIZATION. HE PROVIDES SECURITY FOR THE PROPERTY AND MAINTAINS THE
PROPERTY AND GROUNDS AT HIS OWN EXPENSE. MOST OF THE RESPOSIBILITIES ARE
OUTSIDE OF REGULAR BUSINESS HOURS.
SOCIAL CLUB MEMBERSHIP IS PROVIDED TO PROMOTE AWARENESS OF THE
ORGANIZATION AND TO PROVIDE A VENUE FOR BUSINESS FUNCTIONS. ANY PERSONAL
EXPENDITURES RELATED TO USE OF THE SOCIAL CLUB ARE PROMPTLY REIMBURSED.
FORM 990, SCHEDULE J, PART I, LINE 3
METHODS TO ESTABLISH COMPENSATION:
THE COMPENSATION OF THE ORGANIZATION'S PRESIDENT IS EVALUATED BY AN
EXECUTIVE COMPENSATION COMMITTEE. THE SALARY AND BENEFITS ARE APPROVED BY
THE BOARD OF DIRECTORS BASED ON THE RECOMMENDATION OF THE COMPENSATION Schedule J (Form 990) 2015
JSA
5E1505 1.000 1133KR D310 PAGE 49 Schedule J (Form 990) 2015 Page 3 Part III Supplemental Information Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
COMMITTEE.
Schedule J (Form 990) 2015
JSA
5E1505 1.000 1133KR D310 PAGE 50 SCHEDULE M Noncash Contributions OMB No. 1545-0047 (Form 990) I À¾µ¹ I Complete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30. Attach to Form 990. Open To Public Department of the Treasury I Internal Revenue Service Information about Schedule M (Form 990) and its instructions is at www.irs.gov/form990. Inspection Name of the organization Employer identification number HISTORIC LANDMARKS FOUNDATION OF INDIANA, INC 35-1162873 Part I Types of Property (a) (b) (c) (d) Check if Number of contributions or Noncash contribution Method of determining amounts reported on m m m m m m m m m m applicable items contributed Form 990, Part VIII, line 1g noncash contribution amounts 1 Art - Works of art m m m m m m 2 Art - Historical treasures m m m m m m 3 Art - Fractional interests m m m m m m 4 Books and publications 5 Clothinmg mamndm hm omusm emhom ldm m m m m m m goods m m m m m m 6 Cars and other vemhimclem sm m m m m m m 7 Boats and planes m m m m m m m m 8 Intellectual property m m m m 9 Securities - Publicly traded m m m 10 Securities - Closely held stock 11 Securities - Partnemrsmhimp,m LmLCm ,m m m m or trust interests m m m m m 12 Securities - Miscellaneous 13 Qualified conservation contribution m- mHimstmorm icm m m m m m m m structures X 1. 0. N/A 14 Qualified conservatiomn m m m m m m m contribution - Other m m m m m m 15 Real estate - Residential m m m m m 16 Real estate - Commmermcimalm m m m m m 17 Real estate -m Om thm emr m m m m m m m m m X 2. 55,714. APPRAISAL OF FMV 18 Collectibles m m m m m m m m m m m 19 Food inventory m m m m 20 Drugs and mm emdmicam l msum pmplmiesm m m m m 21 Taxidermy m m m m m m m m m 22 Historical artifacts m m m m m m m m 23 Scientific specimens m m m m m m m 24 Archeological artifacts 25 Other I ( MERCHANDISE ) X 39. 13,316. FMV 26 Other I ( FOOD ) X 1. 2,500. FMV 27 Other I ( ) 28 Other I ( ) 29 Number of Forms 8283 received by the organization during the tax year for mcom nmtrmibmutmiomnsm fmomr which the organization completed Form 8283, Part IV, Donee Acknowledgement 29 Yes No 30a During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that it must hold for at least three years from the date ofm tmhem imnimtiam l mcom nmtrmibmutmiomn,m amnmd mwmhimchm ims mnom t m rem qmuimremdm to be used for exempt purposes for the entire holding period? 30a X b If “Yes,” describe the arrangement in Part II. 31 Does the orgm amnimzam timonm mhmavme m am m gmiftm mamccmemptmanm cem m pm omlicmy m tmham t m rm emqum irmesm m thm em mrem vmiewm m om f m am nmy m nm omn-mstmanm dmarm dm contributions? 31 X 32a Does the orgam nmizam tmiomn mhimrem morm um sme m thm irmd m pmarm tiem sm om rm rmelmatmedm mormgam nmizmatmiomnsm mtom sm omlicmit,m pm rmocmesm sm, morm sm emll m nmonm cmasm hm contributions? 32a X b If “Yes,” describe in Part II. 33 If the organization did not report an amount in column (c) for a type of property for which column (a) is checked, describe in Part II. For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule M (Form 990) (2015)
JSA
5E1298 1.000 1133KR D310 PAGE 51 Schedule M (Form 990) (2015) Page 2 Part II Supplemental Information. Complete this part to provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
FORM 990, SCHEDULE M, PART I, LINE 32B
THIRD PARTY TO SELL NONCASH CONTRIBUTIONS:
WHEN THE FOUNDATION RECEIVES DONATIONS OF MARKETABLE SECURITIES, ITS
POLICY IS TO IMMEDIATELY SELL THE SECURITIES. MERRILL LYNCH IS RETAINED
TO BROKER THESE TRANSACTIONS.
JSA Schedule M (Form 990) (2015)
5E1508 1.000 1133KR D310 PAGE 52 OMB No. 1545-0047 SCHEDULE O Supplemental Information to Form 990 or 990-EZ (Form 990 or 990-EZ) À¾µ¹ Complete to provide information for responses to specific questions on Form 990 or 990-EZ or to provide any additional information. Open to Public Department of the Treasury I Internal Revenue Service Attach to Form 990 or 990-EZ. Inspection Name of the organization Employer identification number HISTORIC LANDMARKS FOUNDATION OF INDIANA, INC 35-1162873
FORM 990, PART VI, SECTION A, LINE 6
ORGANIZATION MEMBERS:
INDIANA LANDMARKS IS A MEMBERSHIP ORGANIZATION WITH APPROXIMATELY 6,000
MEMBERS. THE MEMBERSHIP IS OPEN TO THE GENERAL PUBLIC.
FORM 990, PART VI, SECTION A, LINE 7A
POWER TO ELECT GOVERNING BODY:
THE MEMBERSHIP OF THE ORGANIZATION MEETS ONCE A YEAR TO ELECT THE BOARD
OF DIRECTORS.
FORM 990, PART VI, SECTION A, LINE 7B
GOVERNANCE DECISIONS RESERVED TO MEMBERS:
CHANGES TO THE ARTICLES OF INCORPORATION AND BYLAWS MUST BE APPROVED BY
THE MEMBERSHIP.
FORM 990, PART VI, SECTION B, LINE 11B
PROCESS TO REVIEW 990:
THE FORM 990 IS REVIEWED IN DETAIL BY THE ORGANIZATION'S AUDIT COMMITTEE
AND AN INDEPENDENT ACCOUNTING FIRM. THE FORM IS SHARED WITH THE BOARD OF
DIRECTORS BEFORE IT IS FILED.
FORM 990, PART VI, SECTION B, LINE 12C
PROCESS FOR MONITORING COMPLIANCE WITH CONFLICT OF INTEREST POLICY:
A CONFLICT OF INTEREST QUESTIONNAIRE IS DISTRIBUTED TO OFFICERS,
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. Schedule O (Form 990 or 990-EZ) (2015) JSA 5E1227 1.000 1133KR D310 PAGE 53 Schedule O (Form 990 or 990-EZ) 2015 Page 2 Name of the organization Employer identification number HISTORIC LANDMARKS FOUNDATION OF INDIANA, INC
DIRECTORS AND KEY EMPLOYEES ON AN ANNUAL BASIS. THE RETURNED
QUESTIONNAIRES ARE REVIEWED BY THE AUDIT COMMITTEE, AND THE RESULTS ARE
REPORTED TO THE BOARD OF DIRECTORS. IF IT IS DETERMINED THAT A CONFLICT
EXISTS, THE PERSON SUBJECT TO THE CONFLICT MAY BE PRESENT DURING
DELIBERATIONS ON THE MATTER, BUT IS MANDATED TO LEAVE THE MEETING DURING
ANY VOTE. IF APPROPRIATE, INDEPENDENT SOURCES WILL BE CONSULTED TO
DETERMINE THAT ANY TRANSACTION IS FAIR AND REASONABLE TO THE
ORGANIZATION.
FORM 990, PART VI, SECTION B, LINE 15A & 15B
REVIEW OF CEO OR TOP MANAGEMENT OFFICIAL COMPENSATION:
THE COMPENSATION OF THE ORGANIZATION'S PRESIDENT IS DETERMINED BY AN
EXECUTIVE COMPENSATION COMMITTEE COMPRISED OF EXECUTIVE BOARD MEMBERS.
THE FINAL DECISION IS BROUGHT TO THE BOARD. PERIODICALLY THERE IS A
SURVEY OF COMPARABLE EXECUTIVE COMPENSATION LEVELS. CURRENT SALARY
SURVEYS ARE AVAILABLE TO THE ORGANIZATION, AND ARE USED TO EVALUATE
COMPENSATION OF NON-OFFICER KEY EMPLOYEES. ALL SALARIES ARE REVIEWED ON
AN ANNUAL BASIS. COMPENSATION WAS LAST REVIEWED IN JANUARY 2016.
FORM 990, PART VI, SECTION C, LINE 19
AVAILABILITY OF GOVERNING DOCUMENTS, COI POLICY, & FINANCIAL STATEMENTS:
THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND
FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THE FINANCIAL STATEMENTS
ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE.
FORM 990, PART XI, LINE 9
OTHER CHANGES IN NET ASSETS:
JSA Schedule O (Form 990 or 990-EZ) 2015 5E1228 1.000 1133KR D310 PAGE 54 Schedule O (Form 990 or 990-EZ) 2015 Page 2 Name of the organization Employer identification number HISTORIC LANDMARKS FOUNDATION OF INDIANA, INC
CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY CICF ($25,154) ATTACHMENT 1 FORM 990, PART III, LINE 1 - ORGANIZATION'S MISSION
INDIANA LANDMARKS ADVANCES THE PRESERVATION OF HISTORICAL AND
ARCHITECTURALLY SIGNIFICANT SITES AND STRUCTURES THROUGHOUT
INDIANA. THROUGH ITS NETWORK OF REGIONAL OFFICES THE ORGANIZATION
PROVIDES EDUCATION AND ADVOCACY AT THE LOCAL LEVEL, AND WORKS TO
PRESERVE HISTORIC PLACES, REVITALIZE HISTORIC NEIGHBORHOODS, AND
ENRICH THE HERITAGE OF INDIANA.
ATTACHMENT 2
FORM 990, PART III - PROGRAM SERVICE, LINE 4B
INDIANA LANDMARKS OWNS AND OPERATES THREE MUSEUM PROPERTIES LOCATED
IN INDIANAPOLIS, CAMBRIDGE CITY AND AURORA. THE 1865 MORRIS BUTLER
HOUSE IN INDIANAPOLIS HIGHLIGHTS ARCHITECTURE, DECORATIVE ARTS, AND
FAMILY LIFE IN THE NINETEENTH CENTURY. THE HUDDLESTON FARMHOUSE IN
CAMBRIDGE CITY IS AN 1841 FARMHOUSE LOCATED ON THE NATIONAL ROAD,
WHICH SERVED AS AN INN FOR SETTLERS HEADING WESTWARD. THIS
FARMHOUSE ALSO OPERATES AS THE NATIONAL ROAD HERITAGE SITE, WITH
EXHIBITS OFFERING A GLIMPSE OF CROSS COUNTRY TRAVEL ON THIS
HISTORIC BYWAY. VERAESTAU IN AURORA, INDIANA, IS A HISTORIC HOME
SET HIGH ABOVE THE OHIO RIVER. PORTIONS OF THIS BUILDING DATE TO
1837. THE PROPERTY IS OPEN FOR TOURS AND EVENTS, AND ALSO SERVES AS
A FIELD OFFICE FOR SOUTH EAST INDIANA. THESE MUSEUMS ARE OPERATED
TO INCREASE PUBLIC AWARENESS AND TO EDUCATE THE PUBLIC REGARDING
INDIANA'S HISTORY AND THE DESIRABILITY OF RESTORING AND PRESERVING
HISTORIC PROPERTIES.
JSA Schedule O (Form 990 or 990-EZ) 2015 5E1228 1.000 1133KR D310 PAGE 55 Schedule O (Form 990 or 990-EZ) 2015 Page 2 Name of the organization Employer identification number HISTORIC LANDMARKS FOUNDATION OF INDIANA, INC
ATTACHMENT 3
FORM 990, PART III - PROGRAM SERVICE, LINE 4C
INDIANA LANDMARKS PROVIDES A YEAR ROUND SCHEDULE OF EVENTS, TOURS,
LECTURES THROUGHOUT THE STATE. THE INDIANA LANDMARKS CENTER IN
INDIANAPOLIS, LOCATED IN A HISTORIC FORMER CHURCH, PROVIDES A
UNIQUE SPACE FOR VARIOUS FUNCTIONS, INCLUDING SPECIAL EVENTS,
LECTURES, FILMS, THEATER PRODUCTIONS, DIY CLASSES AND WORKSHOPS. IN
ORANGE COUNTRY, INDIANA, INDIANA LANDMARKS PROVIDES TOURS OF THE
HISTORIC WEST BADEN SPRINGS HOTEL AND THE FRENCH LICK SPRINGS
HOTEL. THE TOURS OF THE HOTELS AND THE SURROUNDING GARDENS
HIGHLIGHT THE HISTORIC ARCHITECTURE, THE HOTELS' ORIGINS, AND THEIR
DECLINE AND REBIRTH THROUGH AWARD-WINNING RESTORATION. TWO GIFT
SHOPS WITHIN THE HOTEL PROPERTIES CARRY MERCHANDISE INSPIRED BY THE
PAST, INCLUDING BOOKS AND MATERIALS PERTAINING TO THE HISTORY OF
INDIANA, ARCHITECTURES, AND HISTORIC PRESERVATION.
ATTACHMENT 4 FORM 990, PART III, LINE 4D - OTHER PROGRAM SERVICES
DESCRIPTION GRANTS EXPENSES REVENUE
INDIANA LANDMARKS PRODUCES SEVERAL PUBLICATIONS, 577,386.
INCLUDING A MAGAZINE WHICH IS GENERATED SIX TIMES
A YEAR. THESE PUBLICATIONS AND OTHER TOOLS, SUCH
AS THE WEBSITE, ARE INTENDED TO PROVIDE ADDITIONAL
INFORMATIVE AND EDUCATIONAL SERVICES TO MEMBERS OF
INDIANA LANDMARKS AND TO THE GENERAL PUBLIC.
TOTALS 577,386.
JSA Schedule O (Form 990 or 990-EZ) 2015 5E1228 1.000 1133KR D310 PAGE 56 SCHEDULE R Related Organizations and Unrelated Partnerships OMB No. 1545-0047 (Form 990) I À¾µ¹ Complete if the organization answIered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37. Attach to Form 990. Open to Public Department of the Treasury I Internal Revenue Service Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990. Inspection Name of the organization Employer identification number HISTORIC LANDMARKS FOUNDATION OF INDIANA, INC 35-1162873 Part I Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a) (b) (c) (d) (e) (f) Name, address, and EIN (if applicable) of disregarded entity Primary activity Legal domicile (state Total income End-of-year assets Direct controlling or foreign country) entity (1)
(2)
(3)
(4)
(5)
(6)
Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had Part II one or more related tax-exempt organizations during the tax year.
(a) (b) (c) (d) (e) (f) (g) Name, address, and EIN of related organization Primary activity Legal domicile (state Exempt Code section Public charity status Direct controlling Section 512(b)(13) controlled or foreign country) (if section 501(c)(3)) entity entity? Yes No (1) JOHN E. CHRISTIAN FAMILY MEMORIAL TRUST 35-1871610 1201 CENTRAL AVENUE INDIANAPOLIS, IN 46202 HISTORIC PRES IN 501(C)(3) 11 TYPE I HISTORIC LAN X (2)
(3)
(4)
(5)
(6)
(7)
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Schedule R (Form 990) 2015
JSA
5E1307 1.000 1133KR D310 PAGE 57 Schedule R (Form 990) 2015 Page 2 Part III Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year. (a) (b) (c) (d) (e) (f) (g) (h) (i) (j) (k) Name, address, and EIN of Primary activity Legal Direct controlling Predominant Share of total Share of end-of- Disproportionate Code V-UBI General or Percentage income (related, related organization domicile entity income year assets allocations? amount in box 20 managing ownership unrelated, (state or excluded from of Schedule K-1 partner? foreign tax under (Form 1065) country) sections 512-514) Yes No Yes No (1)
(2)
(3)
(4)
(5)
(6)
(7)
Identification of Related Organizations Taxable as a Corporation or Trust Part IV Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year. (a) (b) (c) (d) (e) (f) (g) (h) (i) Name, address, and EIN of related organization Primary activity Legal domicile Direct controlling Type of entity Share of total Share of Percentage Section 512(b)(13) (state or foreign entity (C corp, S corp, or income end-of-year assets ownership controlled country) trust) entity? Yes No (1)
(2)
(3)
(4)
(5)
(6)
(7)
JSA Schedule R (Form 990) 2015 5E1308 1.000
1133KR D310 PAGE 58 Schedule R (Form 990) 2015 Page 3 Part V Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule. Yes No 1 During the tax year, did the organization engage in any of the following transactionsm wm itmh momnem om r mmmomrem rem lam tem dm om rgm amnimzamtiom nms mlismtemd min mPmarmtsm IIm-IVm ?m m m m m m m m m m m a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent mfrom mm am mcomnmtrom llmedm em nmtitmy m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 1a X b Gift, grant, or capital contribution to related organization(s) m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 1b X c Gift, grant, or capital contribution from related organizationm(sm) m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 1c X d Loans or loan guarantees to or for related organizatiomn(ms)m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 1d X e Loans or loan guarantees by related organization(s) 1e X m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m f Dividends from related organization(s) m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 1f X g Sale of assets to related organization(s) m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 1g X h Purchase of assets from related organization(s) m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 1h X i Exchange of assets with related organization(s) m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 1i X j Lease of facilities, equipment, or other assets to related organization(s) 1j X m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m k Lease of facilities, equipment, or other assets from related organization(s) m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 1k X l Performance of services or membership or fundraising solicitations for related organization(s)m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 1l X m Performance of services or membership or fundraising solicitations by related organizationm (sm )m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 1m X n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) 1n X m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m X o Sharing of paid employees with related organization(s) m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 1o p Reimbursement paid to related organization(s) for expenses m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 1p X q Reimbursement paid by related organization(s) for expenses 1q X m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m r Other transfer of cash or property to related organization(s) m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 1r X s Other transfer of cash or property from related organization(s) 1s X 2 If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds. (a) (b) (c) (d) Name of related organization Transaction Amount involved Method of determining type (a-s) amount involved
(1)
(2)
(3)
(4)
(5)
(6)
JSA Schedule R (Form 990) 2015 5E1309 1.000 1133KR D310 PAGE 59 Schedule R (Form 990) 2015 Page 4 Part VI Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37. Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a) (b) (c) (d) (e) (f) (g) (h) (i) (j) (k) Primary activity Legal domicile Predominant Are all partners Share of Share of Code V - UBI General or Name, address, and EIN of entity Disproportionate Percentage (state or foreign income (related, section total income end-of-year allocations? amount in box 20 managing ownership country) unrelated, excluded 501(c)(3) assets of Schedule K-1 partner? from tax under organizations? (Form 1065) sections 512-514) Yes No Yes No Yes No (1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
(11)
(12)
(13)
(14)
(15)
(16)
JSA Schedule R (Form 990) 2015 5E1310 1.000
1133KR D310 PAGE 60 Schedule R (Form 990) 2015 Page 5 Part VII Supplemental Information Complete this part to provide additional information for responses to questions on Schedule R (see instructions).
Schedule R (Form 990) 2015
5E1510 1.000 1133KR D310 PAGE 61 Exempt Organization Business Income Tax Return OMB No. 1545-0687 Form 990-T (and proxy tax under section 6033(e)) ForI calendar year 2015 or other tax year beginning 09/01 , 2015, and ending 08/31 , 20 16 . À¾µ¹ Department of the Treasury Information about Form 990-T and its instructions is available at www.irs.gov/form990t. I Open to Public Inspection for Internal Revenue Service Do not enter SSN numbers on this form as it may be made public if your organization is a 501(c)(3). 501(c)(3) Organizations Only A Check box if Name of organization ( Check box if name changed and see instructions.) D Employer identification number address changed (Employees' trust, see instructions.)
B Exempt under section HISTORIC LANDMARKS FOUNDATION OF INDIANA, INC X 501( C )( 3 ) Print Number, street, and room or suite no. If a P.O. box, see instructions. 35-1162873 or 408(e) 220(e) E Unrelated business activity codes Type (See instructions.) 408A 530(a) 1201 CENTRAL AVENUE 529(a) City or town, state or province, country, and ZIP or foreign postal code C Book value of all assets INDIANAPOLIS, IN 46202-2656 453220 541800 at end of year I F Group exemption number I(See instructions.) 79,718,688. G Check organization type X 501I(c) corporation 501(c) trust 401(a) trust Other trust H Describe the organization's primary unrelated business activity. ADVERTISING AND SALE OF MERCHANDISEm m m m m m m I During the tax year, was the corporation a subsidiary in an affiliated group or a parent-subsidiary controlled group? I Yes X No If "Yes," enter the name and identifying number of the parent corporation. I J The books are in care of I MARY BURGER Telephone number I (317)639-4534 Part I Unrelated Trade or Business Income (A) Income (B) Expenses (C) Net 1a Gross receipts or sales 205,334. I b Less returns and allowances m m m m m mcmBamlamncme m 1c 205,334. 2 Cost of goods sold (Schedule A, line 7) m m m m m m m m m m 2 113,452. 3 Gross profit. Subtract line 2 from line 1c m m m m m m m m 3 91,882. 91,882. 4a Capital gain net income (attach Schedule D) m m 4a b Net gain (loss) (Form 4797, Part II, mlinm e m17m) (mattmacmh Fm ormm m47m 97m ) m m 4b c Capital loss deduction for trusts 4c 5 Income (loss) from partnershipms am ndm Sm cmorpm ormatmionms m(atmtacm h mstam tem em ntm) 5 6 Rent income (Schedule C) m m m m m m m 6 7 Unrelated debt-financed income (Schedule E) 7 8 Interest, annuities, royalties, and rents from controlled organizations (Schedule F) 8 9 Investment income of a section 501(c)(7), (9), or (17) organizamtiomn (mSchm edm ulem Gm ) 9 10 Exploited exempt activity income m(Sm chm emdumlem I)m m m m m m m m 10 11 Advertising income (Schedule J) m m m m m m 11 1,363. 1,775. -412. 12 Other income (See instructions; attam cmh sm cmhemdum lem) m m m m m m 12 13 Total. Combine lines 3 through 12 13 93,245. 1,775. 91,470. Part II Deductions Not Taken Elsewhere (See instructions for limitations on deductions.) (Except for contributions, deductions must be directly connected with thm em um nmrem lam tem dm bm umsimnmesm sm inm cmomme.m) m m m m m m m 14 Compensation of offmicem rsm , dm irmecmtomrs,m amndm trmusm temesm (mScmhem dmulem Km ) m m m m m m m m m m m m m m m m m m m m m m m m m m 14 15 Salaries and wages m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 15 87,014. 16 Repairs anm d mmmainm tem nam nmcem m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 16 17 Bad debts m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 17 18 Interest (attach schedm umle)m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 18 19 Taxes and licenses m m m m m m m m m m m m m m m m m m m m m m m m m m 19 14,203. 20 Charitable contributions (See insmtrum cmtiomnsm fom r mlimm itmatimonm rmulem s)m m m m m m m m m m m 20 21 Depreciation (attach Form 4562) m m m m m m m 21 22 Less deprem cimatmiomn mclam imm emd monm Sm cmhemdum lem Am amndm emlsem wmhem rem omn mremturm nm m m m m m m m m 2m2am m m m m m m m m m m m m m 22b 23 Depletion m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 23 24 Contributions to deferred co m pm enm smatimonm pmlanm sm m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 24 25 Employee benefit programs m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 25 26 Excess exempt expenses (Schedule I)m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 26 27 Excess readership costs (Schedule J) m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m 27 28 Other deductions (attach schedule) m m m m m m m m m m m m m m m m m m ATTACHMENTm m m m m m m m m m m 1m m m m m m 28 34,943. 29 Total deductions. Add lines 14 through 28 29 136,160. 30 Unrelated business taxable income before net operating lomssm dm emdum ctmiomn.m Sm umbtmramct m limnem m29m mfrom mm mlinme m 1m3 m 30 -44,690. 31 Net operating loss deduction (limited to the amount on line 30) m m m m m m m m m m m 31 32 Unrelated business taxable income before specific deduction. Subtract line 31 fromm lminem 3m 0m m m m m m m m m m m m 32 -44,690. 33 Specific deduction (Generally $1,000, but see line 33 instructions for exceptions) 33 1,000. 34 Unrelated business taxable incommme.m Sm umbtmramct m limnem 3m 3m mfrom mm lminme m 32m . m Ifm lminme m 3m3 m ism gm rem amterm tm ham nm lminme m 32m ,m enter the smaller of zero or line 32 34 -44,690. For Paperwork Reduction Act Notice, see instructions. Form 990-T (2015) 5X2740 11133KR.000 JSD310A PAGE 62 Form 990-T (2015) Page 2 Part III Tax Computation 35 Organizations Taxable as Corporations. See instructions for tax computation. Controlled group members (sections 1561 and 1563) check here I See instructions and: a Enter your share of the $50,000, $25,000, and $9,925,000 taxable income brackets (in that order): (1) $ (2) $ (3) $m m m m m m m b Enter organization's share of: (1) Additional 5% taxmmmmmmmmmmmmmmmmmmmm (not more than $11,750) $ (2) Additional 3% tax (not more than mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm$100,000) $ c Income tax on the amount on line 34 I 35c 36 Trusts Taxable at Trust Rates. See instructions for tax computation.mmmmmmmmmmmm Income tax onI the amount on line 34 from: mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmTax rate schedule or Schedule D (Form 1041) I 36 37 Proxy tax. See instructionsmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm 37 38 Alternative minimum tax mmmmmmmmmmmmmmmmmmmmmmmmmm 38 39 Total. Add lines 37 and 38 to line 35c or 36, whichever applies 39 Part IV Tax and Payments m m m m m 40 a Foreign tax credit (corporationsmmmmmmmmmmmmmmmmmmmmmmmmmmm attach Form 1118; trusts attach Form 1116) 40a b Other credits (see instructions) mmmmmmmmmmmm 40b c General business credit. Attach Form 3800 (see instructions) mmmmmmmmmmmm 40c d Credit for prior year minimum tax (attach Formmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm 8801 or 8827) 40d e Total credits. Add lines 40a throughmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm 40d 40e 41 Subtract line 40e from line 39 m 41 42 Other taxes. Check if from: Formmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm 4255 Form 8611 Form 8697 Form 8866 Other (attach schedule) 42 43 Total tax. Add lines 41 and 42 mmmmmmmmmmmmmmmmm 43 0. 44 a Payments: A 2014 overpaymentmmmmmmmmmmmmmmmmmmmmmmmmmmm credited to 2015 44a b 2015 estimated tax payments mmmmmmmmmmmmmmmmmmmmmmmmmmm 44b c Tax deposited with Form 8868 m m m m m m m 44c d Foreign organizations: Tax paid or withheldmmmmmmmmmmmmmmmmmmmmmmm at source (see instructions) 44d e Backup withholding (see instructions) m m m m m m 44e f Credit for small employer health insurance premiums (Attach Form 8941) 44f g Other credits and payments: Form 2439 I Form 4136 mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmOther Total 44g 45 Total payments. Add lines 44a through 44g mmmmmmmmmmmmmmmmmm I 45 46 Estimated tax penalty (see instructions). Check if Form 2220 is attached mmmmmmmmmmmmmmmmmI 46 47 Tax due. If line 45 is less than the total of lines 43 and 46, enter amount owed mmmmmmmmmmmmI 47 48 Overpayment. If line 45 is larger than the total of lines 43 and 46,I enter amount overpaid I 48 49 Enter the amount of line 48 you want: Credited to 2016 estimated tax Refunded 49 Part V Statements Regarding Certain Activities and Other Information (see instructions) 1 At any time during the 2015 calendar year, did the organization have an interest in or a signature or other authority over a financial Yes No account (bank, securities, or other) in a foreign country? If YES, the organization Imay have to file FinCEN Form 114, Report of Foreign Bank and Financial Accounts. If YES, enter the name of the foreign country here m m m m X 2 During the tax year, did the organization receive a distribution from, or was it the grantor of, or transferor to, a foreign trust? X If YES, see instructions for other forms the organization may have to file. I 3 Enter the amount of tax-exempt interest received or accrued during the tax year $I Schedule A - Cost of Goodsm Sold. Enter method of inventory valuation m m m m m m m m m 1 Inventory at mbeginning m m m m mof m year m m m 1 55,712. 6 Inventory at end of year 6 54,732. 2 Purchases m m m m m m m m m 2 112,472. 7 Cost of goods sold. Subtract line 3 Cost of labor 3 6 from linemmmmmmmmmmmmmmm 5. Enter here and in 4 a Additional section m263A m m mcosts m m m Part I, line 2 7 113,452. (attach schedule) m 4a 8 Do the rules of section 263A (with respect to Yes No b Other costs (attach schedule) m 4b property produced mmmmmmmmmmmmmmmmmmmm or acquired for resale) apply 5 Total. Add lines 1 through 4b 5 168,184. to the organization? X Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge. Sign M M May the IRS discuss this return Here PRESIDENT with the preparer shown below Signature of officer Date Title (see instructions)? X Yes No Print/Type preparer's name Preparer's signature Date PTIN Paid Check if NICOLE B FISHBACK self-employed P01279475 Preparer I I Firm's name BKD, LLP 44-0160260 Use Only I Firm's EIN Firm's address 201 N. ILLINOIS STREET Phone no. 317.383.4000 INDIANAPOLIS, IN 46204 Form 990-T (2015)
JSA
5X2741 1.000 1133KR D310 PAGE 63 Form 990-T (2015) Page 3 Schedule C - Rent Income (From Real Property and Personal Property Leased With Real Property) (see instructions)
1. Description of property
(1) (2) (3) (4) 2. Rent received or accrued
(a) From personal property (if the percentage of rent (b) From real and personal property (if the 3(a) Deductions directly connected with the income for personal property is more than 10% but not percentage of rent for personal property exceeds in columns 2(a) and 2(b) (attach schedule) more than 50%) 50% or if the rent is based on profit or income)
(1) (2) (3) (4) Total Total (b) Total deductions. (c) Total income. Add totals of columns 2(a) am ndm 2m (bm ).m EInter Enter here and on page 1, here and on page 1, Part I, line 6, column (A) Part I, line 6, column (B) I Schedule E - Unrelated Debt-Financed Income (see instructions) 3. Deductions directly connected with or allocable to 2. Gross income from or debt-financed property 1. Description of debt-financed property allocable to debt-financed property (a) Straight line depreciation (b) Other deductions (attach schedule) (attach schedule) (1) (2) (3) (4) 4. Amount of average 5. Average adjusted basis 6. Column 8. Allocable deductions acquisition debt on or of or allocable to 7. Gross income reportable 4 divided (column 6 x total of columns allocable to debt-financed debt-financed property (column 2 x column 6) property (attach schedule) (attach schedule) by column 5 3(a) and 3(b)) (1) % (2) % (3) % (4) % Enter here and on page 1, Enter here and on page 1, m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mI Part I, line 7, column (A). Part I, line 7, column (B). Totals m m m m m m m m m m m m m m m m m m m m m m m m m m m m mI Total dividends-received deductions included in column 8 Schedule F - Interest, Annuities, Royalties, and Rents From Controlled Organizations (see instructions) Exempt Controlled Organizations 1. Name of controlled 2. Employer 5. Part of column 4 that is 6. Deductions directly organization identification number 3. Net unrelated income 4. Total of specified included in the controlling connected with income (loss) (see instructions) payments made organization's gross income in column 5
(1) (2) (3) (4) Nonexempt Controlled Organizations 8. Net unrelated income 9. Total of specified 10. Part of column 9 that is 11. Deductions directly 7. Taxable Income included in the controlling connected with income in (loss) (see instructions) payments made organization's gross income column 10 (1) (2) (3) (4) Add columns 5 and 10. Add columns 6 and 11. Enter here and on page 1, Enter here and on page 1, m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m mI Part I, line 8, column (A). Part I, line 8, column (B). Totals
JSA Form 990-T (2015)
5X2742 1.000 1133KR D310 PAGE 64 Form 990-T (2015) Page 4 Schedule G - Investment Income of a Section 501(c)(7), (9), or (17) Organization (see instructions) 3. Deductions 5. Total deductions 4. Set-asides directly connected and set-asides (col. 3 1. Description of income 2. Amount of income (attach schedule) (attach schedule) plus col. 4) (1) (2) (3) (4) Enter here and on page 1, Enter here and on page 1, m m m m m m m m m m m m Part I, line 9, column (A). Part I, line 9, column (B). Totals I Schedule I - Exploited Exempt Activity Income, Other Than Advertising Income (see instructions)
4. Net income (loss) 3. Expenses 7. Excess exempt from unrelated trade 2. Gross directly 5. Gross income expenses or business (column 6. Expenses unrelated connected with from activity that (column 6 minus 2 minus column 3). attributable to 1. Description of exploited activity business income production of is not unrelated column 5, but not If a gain, compute column 5 from trade or unrelated business income more than cols. 5 through 7. business business income column 4).
(1) (2) (3) (4) Enter here and on Enter here and on Enter here and page 1, Part I, page 1, Part I, on page 1, m m m m m m m m m m m m line 10, col. (A). line 10, col. (B). Part II, line 26. Totals I Schedule J - Advertising Income (see instructions) Part I Income From Periodicals Reported on a Consolidated Basis
4. Advertising 7. Excess readership 2. Gross gain or (loss) (col. costs (column 6 3. Direct 5. Circulation 6. Readership 1. Name of periodical advertising advertising costs 2 minus col. 3). If income costs minus column 5, but income a gain, compute not more than cols. 5 through 7. column 4).
(1) THE PRESERVATIONIST 1,363. 1,775. 85,179. (2) (3) (4) m m I Totals (carry to Part II, line (5)) 1,363. 1,775. -412. Part II Income From Periodicals Reported on a Separate Basis (For each periodical listed in Part II, fill in columns 2 through 7 on a line-by-line basis.)
4. Advertising 7. Excess readership 2. Gross gain or (loss) (col. costs (column 6 3. Direct 5. Circulation 6. Readership 1. Name of periodical advertising advertising costs 2 minus col. 3). If income costs minus column 5, but income a gain, compute not more than cols. 5 through 7. column 4).
(1) (2) (3) (4) m m m m m m mI Totals from Part I 1,363. 1,775. Enter here and on Enter here and on Enter here and page 1, Part I, page 1, Part I, on page 1, m m m m line 11, col. (A). line 11, col. (B). Part II, line 27. Totals, Part II (lines 1-5) I 1,363. 1,775. Schedule K - Compensation of Officers, Directors, and Trustees (see instructions) 3. Percent of 1. Name 2. Title time devoted to 4. Compensation attributable to business unrelated business (1) % (2) % (3) % (4) m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m m % Total. Enter here and on page 1, Part II, line 14 I
JSA Form 990-T (2015)
5X2743 1.000 1133KR D310 PAGE 65 HISTORIC LANDMARKS FOUNDATION OF INDIANA, INC 35-1162873
FORM 990-T
UNRELATED BUSINESS TAXABLE INCOME - LINE 34 NET OPERATING LOSS
YEAR LINE 32 ENDING Unrelated business Net Operating Loss taxable income before Available for Use specific deductions
8/31/2004 (2,792) 224 (2,568) 8/31/2005 224 - 8/31/2006 (5,765) (5,765) 8/31/2007 (24,977) (24,977) 8/31/2008 (38,794) (38,794) 8/31/2009 (63,799) (63,799) 8/31/2010 (40,577) (40,577) 8/31/2011 (29,353) (29,353) 8/31/2012 (10,285) (10,285) 8/31/2013 (25,988) (25,988) 8/31/2014 (39,639) (39,639) 8/31/2015 (41,095) (41,095) 8/31/2016 (44,690) (44,690)
TOTAL (367,530) (367,530)
STATEMENT 5 ATTACHMENT 1
FORM 990T - PART II - LINE 28 - TOTAL OTHER DEDUCTIONS
RENT EXPENSE 18,383. LICENSES & FEES 5,921. SUPPLIES 9,546. UTILITIES 40. MISCELLANEOUS EXPENSES 1,053. PART II - LINE 28 - OTHER DEDUCTIONS 34,943.
1133KR D310 PAGE 66