2025-07-07T13:56:47+00:00 2024-08-31 440160260 Forvis Mazars LLP 820 Massachusetts Ave Suite 1370 Indianapolis IN 46204 990 2023-09-01 351871610 John E Christian Family Memorial Trust Inc JOHN 3176394534 1201 CENTRAL AVENUE INDIANAPOLIS IN 462022656 J Marshall Davis President 3176394534 2025-07-07 true true Nicole Fishback P01279475 3173834000 2025-07-15 2023 2025-03-06 01:10:19Z J MARSHALL DAVIS President 1201 CENTRAL AVENUE INDIANAPOLIS IN 462022656 8777231 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 1 35 0 0 17829 8263961 52586 75506 239405 160592 0 0 309820 8500059 0 0 0 0 50016 65434 0 0 0 1079831 95985 1129847 161419 -820027 8338640 4305895 13013878 262 16004 4305633 12997874 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 140106 0 95781 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. 140106 true true 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 true false false false false true false false false true X 1 0 true 1 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 DONALD KNEBEL VICE PRESIDENT 0.1 0.0 X X 0 0 0 J MARSHALL DAVIS PRESIDENT 1.0 50.0 X X 0 229791 33949 MADONNA WAGNER TREASURER 1.0 50.0 X X 0 129488 8394 SEAN ROTAR SECRETARY 0.1 0.0 X X 0 0 0 LINDA DAVIS Deceased BOARD MEMBER 0.1 0.0 X 0 0 0 MARY BURGER BOARD MEMBER 0.1 0.0 X 0 0 0 0 359279 42343 0 false true false 0 8263961 278150 8263961 TOUR INCOME 713990 69385 69385 MISCELLANEOUS REVENUE 900099 6121 6121 0 0 0 0 75506 102860 102860 0 0 314629 20275 277172 0 37457 20275 57732 20275 37457 0 0 0 0 0 8500059 95781 0 140317 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 48360 45942 2418 0 0 0 0 0 13494 12819 675 0 3580 3401 179 0 0 0 0 0 0 0 0 0 3775 0 3775 0 0 0 0 0 0 0 4087 0 4087 0 29499 26399 3100 0 587 587 0 0 1495 1495 0 0 1818 1818 0 0 0 0 0 0 25851 25851 0 0 4802 4802 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1604 1604 0 0 7079 0 7079 0 BUILDING REPAIRS 11707 11707 0 0 DUES & SUBSCRIPTIONS 103 103 0 0 MISCELLANEOUS 3578 3578 0 0 0 0 0 0 161419 140106 21313 0 44154 288525 780 7961014 0 0 0 0 19957 7218 2406 12739 2697730 3190775 0 0 1560825 1560825 4305895 13013878 262 15449 0 0 0 555 262 16004 X 4305633 12997874 4305633 12997874 4305895 13013878 8338640 353601 0 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 19957 7218 12739 12739 ANTIQUES AND ARTWORK 360825 PERMANENTLY HELD PROPERTY 1200000 1560825 DUES TO HLFI 555 555 X 8853660 353601 0 353601 8500059 0 0 8500059 161419 0 0 161419 0 0 161419 Schedule D, Part III, Line 4 Collections of art - description of 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 (ASC 740) footnote 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, 2024. false false false false false false false false false J MARSHALL DAVIS PRESIDENT 0 223791 0 0 0 6000 0 18463 0 15486 0 263740 0 0 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. X 1 150 Market value X 3000 Market value X 1 275000 Other - Appraisal Value 1 false true true Schedule M, Part I, Line 32b Third parties used to solicit, process, or sell noncash contributions REAL ESTATE BROKERS, APPRAISERS, AND ATTORNEYS ARE CONSULTED WHEN GIFTS OF PROPERTY ARE RECEIVED. Schedule M, Part I Explanations of reporting method for number of contributions Real estate - Residential - THE FOUNDATION REPORTS THE NUMBER OF CONTRIBUTORS IN COLUMN (B). Form 990, Part V, Line 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, Line 15a 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, Line 11b Review of form 990 by governing body 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, Line 12c 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, Line 19 Required documents available to the public EXECUTED COPIES OF THE ADOPTED GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, ANNUAL FINANCIAL STATEMENTSAND ANNUAL FEDERAL FORM 990 ARE AVAILABLE FOR REVIEW AT THE ORGANIZATION'S OFFICE. Form 990, Part IX, Line 11g Other Fees General consulting - Total Expense: 29499, Program Service Expense: 26399, Management and General Expenses: 3100, Fundraising Expenses: ; HISTORIC LANDMARKS FOUNDATION OF INDIANA 1201 CENTRAL AVENUE INDIANAPOLIS IN 462022656 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