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Nonprofiteer
← THE JOHN E CHRISTIAN FAMILY MEMORIAL TRUST INC

Form 990 for tax year 2022

Filed by THE JOHN E CHRISTIAN FAMILY MEMORIAL TRUST INC.

Totals

Total revenue
$309,820
Total expenses
$1,129,847
Contributions and grants received
$17,829
Grants paid
$0
Program service revenue
$52,586
Investment income
$239,405
Other revenue
$0
Total assets, end of year
$4,305,895
Total liabilities, end of year
$262
Net assets or fund balances, end of year
$4,305,633
Program services expenses (Part IX)
$1,110,269
Management and general expenses
$19,578
Fundraising expenses
$0
Program service expenses (Part III)
$1,110,269

Program services were 98.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $17,829

  • 1g · Noncash contributions included above

    $90

  • 2a · Program service revenue: TOUR INCOME

    total $49,226 · related or exempt $49,226

  • 2b · Program service revenue: TICKET SALES & SPECIAL EVENTS

    total $2,860 · related or exempt $2,860

  • 2c · Program service revenue: MISCELLANEOUS REVENUE

    total $500 · related or exempt $500

  • 3 · Investment income

    total $82,875 · excluded $82,875

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7a · Gross sales of assets other than inventory

    securities $1,175,667

  • 7b · Less cost or other basis and sales expenses

    securities $1,019,137

  • 7c · Gain or loss

    securities $156,530

  • 7d · Net gain or loss

    total $156,530 · excluded $156,530

  • 8a · Fundraising events: gross income

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $0

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $36,900 · program services $35,055 · management and general $1,845

  • 8 · Pension plan contributions

    total $565 · program services $537 · management and general $28

  • 9 · Other employee benefits

    total $9,775 · program services $9,286 · management and general $489

  • 10 · Payroll taxes

    total $2,776 · program services $2,638 · management and general $138

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $3,662 · management and general $3,662

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $4,602 · management and general $4,602

  • 11g · Fees: other

    total $22,044 · program services $18,944 · management and general $3,100

  • 12 · Advertising and promotion

    total $541 · program services $541

  • 13 · Office expenses

    total $1,038 · program services $1,038

  • 14 · Information technology

    total $1,052 · program services $1,052

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $26,203 · program services $26,203

  • 17 · Travel

    total $5,660 · program services $5,660

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $0

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $1,604 · program services $1,604

  • 23 · Insurance

    total $5,714 · management and general $5,714

  • 24a · Other expenses: BUILDING REPAIRS

    total $1,007,410 · program services $1,007,410

  • 24b · Other expenses: DUES & SUBSCRIPTIONS

    total $140 · program services $140

  • 24c · Other expenses: MISCELLANEOUS

    total $161 · program services $161

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $123,262 · end of year $44,154

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $440 · end of year $780

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $0 · end of year $0

  • 10a · Land, buildings and equipment: cost or other basis

    $8,020

  • 10b · Land, buildings and equipment: accumulated depreciation

    $5,614

  • 10c · Land, buildings and equipment, net

    beginning of year $4,010 · end of year $2,406

  • 11 · Investments: publicly traded securities

    beginning of year $3,642,468 · end of year $2,697,730

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $1,560,825 · end of year $1,560,825

  • 17 · Accounts payable and accrued expenses

    beginning of year $7,089 · end of year $262

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $190,227 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $5,133,689 · end of year $4,305,633

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

Mission and programs · 2022

Mission

THE ORGANIZATION'S MISSION IS TO PROTECT AND MAINTAIN THE PHYSICAL CONDITION,AND PRESERVE THE ARCHITECTURAL AND HISTORICAL INTEGRITY OF THE REAL PROPERTY IN TIPPECANOE COUNTY, INDIANA, COMMONLY KNOWN AS SAMARA. ALSO TO INCREASE THE PUBLIC AWARENESS OF SAMARA AND THE IMPORTANT CONTRIBUTION TO INDIANA AND AMERICAN ARCHITECTURE MADE BY FRANK LLOYD WRIGHT.

Activities or mission (Part I)

PROTECT AND MAINTAIN THE PHYSICAL CONDITION AND PRESERVE THE ARCHITECTURAL AND HISTORICAL INTEGRITY OF THE REAL PROPERTY IN TIPPECANOE COUNTY, IN, KNOWN AS SAMARA.

  • THE JOHN E. CHRISTIAN FAMILY MEMORIAL TRUST'S PRIMARY PURPOSE IS TO PROTECT AND MAINTAIN THE PHYSICAL CONDITION AND PRESERVE THE ARCHITECTURAL AND HISTORICAL INTEGRITY OF THE REAL PROPERTY IN TIPPECANOE COUNTY, INDIANA, COMMONLY KNOWN AS SAMARA. FURTHER, THE TRUST IS ORGANIZED TO (1) INCREASE THE PUBLIC AWARENESS OF SAMARA; (2) ALLOW THE PUBLIC TO VISIT THE HOUSE; (3) ACQUIRE INTERIOR FURNISHINGS, BOOKS, AND ART OBJECTS FOR THE HOUSE; (4) EDUCATE THE PUBLIC AND SCHOLARS AS TO THE IMPORTANT CONTRIBUTION TO INDIANA AN AMERICAN ARCHITECTURE MADE BY FRANK LLOYD WRIGHT; AND (5) AID IN THE PRESERVATION AND PROTECTION OF, AND DISSEMINATION OF INFORMATION WITH RESPECT TO SITES AND STRUCTURES LOCATED IN THE WABASH VALLEY OF INDIANA WHICH ARE OF HISTORICAL, CULTURAL OR ARCHITECTURAL SIGNIFICANCE.

    Expenses $1,110,269 · Revenue $52,586

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • J Marshall Davis

    PRESIDENT

    Total calculated
    $251,780
    From this org
    $0
    From related orgs
    $214,975
    Other
    $36,805
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $208,975 related
    Bonus
    $0
    Other
    $0 + $6,000 related
    Deferred
    $0 + $17,255 related
    Nontaxable benefits
    $0 + $19,550 related
    Filer's total
    $0 + $251,780 related

  • Mary Burger

    TREASURER

    Total calculated
    $74,971
    From this org
    $0
    From related orgs
    $66,192
    Other
    $8,779
    Hours/week
    1 + 50 related

  • Sean Rotar

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.1

  • Donald Knebel

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    0.1

  • Linda Davis

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

SCHEDULE J, PART I, LINE 3
COMPENSATION OF THE ORGANIZATION'S CEO/EXECUTIVE DIRECTOR: HISTORIC LANDMARKS FOUNDATION OF INDIANA SETS THE COMPENSATION FOR J. MARSHALL DAVIS, WHICH IS APPROVED BY THEIR BOARD OF DIRECTORS BASED ON RECOMMENDATIONS BY THE COMPENSATION COMMITTEE.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
15 July 2024
IRS schema version
2022v5.0
Source object
202400969349301910

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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