2024-04-05T19:19:33-05:00 2023-08-31 FORVIS LLP 201 N Illinois Street Indianapolis IN 46204 990 2022-09-01 351871610 John E Christian Family Memorial Trust Inc % MADONNA WAGNER JOHN 3176394534 1201 CENTRAL AVENUE INDIANAPOLIS IN 462022656 J MARSHALL DAVIS PRESIDENT 3176394534 2024-07-15 true J MARSHALL DAVIS 999009999 NICOLE B FISHBACK P01279475 3173834000 2024-07-15 3 2022 2023-04-26 12:10:37Z J MARSHALL DAVIS PRESIDENT 1201 CENTRAL AVENUE INDIANAPOLIS IN 462022656 1328957 false X WWW.SAMARA-HOUSE.ORG X 1992 IN PROTECT AND MAINTAIN THE PHYSICAL CONDITION AND PRESERVE THE ARCHITECTURAL AND HISTORICAL INTEGRITY OF THE REAL PROPERTY IN TIPPECANOE COUNTY, IN, KNOWN AS SAMARA. 5 3 2 30 0 0 15585 17829 6122 52586 223061 239405 0 0 244768 309820 440029 0 0 0 32226 50016 0 0 0 123561 1079831 595816 1129847 -351048 -820027 5331005 4305895 197316 262 5133689 4305633 X 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. false false 1110269 52586 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. 1110269 true true false false false false false true false false true false false true true true false true false false false false false false false false false false false true false false false false false false false false false false false false false true false false false true X 1 0 true 2 true false false false false false false false false false false false false X 5 3 false false false false false false false true true false false true true true true true true false false false IN X MADONNA WAGNER 3176394534 1201 CENTRAL AVENUE INDIANAPOLIS IN 462022656 J MARSHALL DAVIS PRESIDENT 1.0 50.0 X X 0 214975 36805 MARY BURGER TREASURER 1.0 50.0 X X 0 66192 8779 SEAN ROTAR SECRETARY 0.1 0.0 X X 0 0 0 DONALD KNEBEL VICE PRESIDENT 0.1 0.0 X X 0 0 0 LINDA DAVIS BOARD MEMBER 0.1 0.0 X 0 0 0 0 281167 45584 0 false true false BRANDT CONSTRUCTION 330 E ST JOSEPH STREET INDIANAPOLIS IN 46202 RESTORATION & REPAIR 997109 1 17829 90 17829 TOUR INCOME 713990 49226 49226 TICKET SALES & SPECIAL EVENTS 713990 2860 2860 MISCELLANEOUS REVENUE 900099 500 500 52586 82875 82875 0 0 0 0 0 1175667 1019137 156530 156530 156530 0 0 0 0 0 0 0 0 0 0 309820 52586 239405 0 0 0 0 0 0 36900 35055 1845 565 537 28 9775 9286 489 2776 2638 138 0 0 3662 3662 0 0 4602 4602 22044 18944 3100 541 541 1038 1038 1052 1052 0 26203 26203 5660 5660 0 0 0 0 1604 1604 5714 5714 BUILDING REPAIRS 1007410 1007410 DUES & SUBSCRIPTIONS 140 140 MISCELLANEOUS 161 161 1129847 1110269 19578 0 123262 44154 0 0 0 0 440 780 0 0 0 0 0 0 0 0 0 0 8020 5614 4010 2406 3642468 2697730 0 0 0 0 0 0 1560825 1560825 5331005 4305895 7089 262 0 0 0 0 0 0 0 0 0 0 0 0 0 0 190227 0 197316 262 X 5133689 4305633 0 0 5133689 4305633 5331005 4305895 -820027 -8029 X false true X true false X X 1 HISTORIC LANDMARKS FOUNDATION OF INDIANA INC 351162873 7 true 0 0 1 0 0 true false false false false false false false false false false false false false false true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1560825 X X X X false 8020 5614 2406 2406 ANTIQUES AND ARTWORK 360825 PERMANENTLY HELD PROPERTY 1200000 1560825 0 DUES TO HLFI 0 0 301791 -8029 -8029 309820 309820 1129847 1129847 1129847 SCHEDULE D, PART III, LINE 4 DESCRIPTION OF ORGANIZATION'S COLLECTIONS: REAL PROPERTY LOCATED AT 1301 WOODLAND AVENUE, WEST LAFAYETTE, INDIANA, A USONIAN HOUSE DESIGNED BY FRANK LLOYD WRIGHT. ALSO, ARTIFACTS AND FURNISHINGS INCLUDE THOSE DESIGNED BY FRANK LLOYD WRIGHT SPECIFICALLY FOR THIS PROPERTY. THE HOUSE AND ARTIFACTS ARE USED TO DEMONSTRATE AND STUDY THE DESIGN WORK OF THIS PROMINENT ARCHITECT. 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, 2023. false false false false false false false false false J MARSHALL DAVIS PRESIDENT 0 208975 0 0 0 6000 0 17255 0 19550 0 251780 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. FORM 990, PART V, QUESTION 2A NUMBER OF EMPLOYEES: HISTORIC LANDMARKS FOUNDATION OF INDIANA (HLFI) IS THE COMMON PAYMASTER FOR THE ORGANIZATION. HLFI FILES THE REQUIRED FEDERAL EMPLOYMENT TAX RETURN ON THEIR BEHALF. FORM 990, PART VI, SECTION B, LINE 11B PROCESS TO REVIEW FORM 990: THE FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS AT INDIANA LANDMARKS BEFORE IT IS FILED. AN INDEPENDENT ACCOUNTING FIRM ALSO REVIEWS THE FORM 990 PRIOR TO BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C PROCESS FOR MONITORING COMPLIANCE WITH CONFLICT OF INTEREST POLICY: ANNUAL CONFLICT OF INTEREST STATEMENTS ARE OBTAINED FROM ALL BOARD MEMBERS. IF A CONFLICT IS FOUND, THE INTERESTED PERSON SHALL NOT BE PRESENT OR PARTICIPATE IN THE VOTE ON WHETHER TO ENTER INTO SUCH TRANSACTION WITH THE INTERESTED PERSON. FORM 990, PART VI, SECTION B, LINE 15A & 15B REVIEW OF CEO OR TOP MANAGEMENT OFFICIAL COMPENSATION: THE ORGANIZATION DOES NOT HAVE A CEO OR TOP MANAGEMENT OFFICIAL, THEREFORE IT DOES NOT HAVE A FORMAL PROCESS FOR DETERMINING COMPENSATION. FORM 990, PART VI, SECTION B, LINE 19 AVAILABILITY OF GOVERNING DOCUMENTS, COI POLICY, & FINANCIAL STATEMENTS: EXECUTED COPIES OF THE ADOPTED GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, ANNUAL FINANCIAL STATEMENTS AND ANNUAL FEDERAL FORM 990 ARE AVAILABLE FOR REVIEW AT THE ORGANIZATION'S OFFICE. HISTORIC LANDMARKS FOUNDATION OF INDIANA 1201 CENTRAL AVENUE INDIANAPOLIS IN 46202 351162873 PRESERVATION IN 501(C)(3) 7 NA false false false false false false false false false false false false false false false true true false false false HISTORIC LANDMARKS FOUNDATION OF INDIANA P 190668 CASH