J E FEHSENFELD FAMILY FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- J E FEHSENFELD FAMILY FOUNDATION INC (EIN 35-2091086)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-06-10
- IRS object ID
- 202611619349100711
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-10T12:06:02-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350865680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PILE CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE INDIANA SQUARE STE 1200 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352091086 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE J E FEHSENFELD FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEFE | BusinessNameControlTxt |
| Phone | 3178540901 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6320 INTECH WAY | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46278 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBRA BAKER | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 3176958659 | PhoneNum |
| Signature | 2026-06-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHANNON E MURPHY CPA | PreparerPersonNm |
| PTIN | P01986058 | PTIN |
| Phone | 3172693454 | PhoneNum |
| Preparation | 2026-06-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,055,409 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $36,642 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $36,642 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $36,642 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $32,055 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,055 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $32,055 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $441,137 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $979,775 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $441,137 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,509,834 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $509,834 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $68,697 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,433 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,433 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $28,074 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $28,074 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,758 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $16 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $2,742 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $44,603 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $69,031 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $69,031 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $149,899 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $105,280 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $882,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $882,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,031,899 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $987,280 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $477,935 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $509,818 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $68,697 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $58,004 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $49,130 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $49,130 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $308,523 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $230,114 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $957,833 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,006,279 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,006,279 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,554,474 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,055,409 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,055,409 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $9,500 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $32,500 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $9,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $32,500 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $380,000 | CapitalStockBOYAmt |
| Capital Stock EOY | $380,000 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,164,974 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,642,909 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,544,974 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,022,909 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,554,474 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,055,409 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,544,974 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $477,935 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,022,909 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,022,909 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | VANGUARD - LT | PropertyDesc |
| Gross Sales Price | $979,775 | GrossSalesPriceAmt |
| Cost Or Other Basis | $538,638 | CostOrOtherBasisAmt |
| Gain Or Loss | $441,137 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $441,137 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $441,137 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,086 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,086 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,086 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,360 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,360 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $5,726 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ELIZABETH PALMER | IndividualWithBooksNm |
| Phone | 3178540901 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6320 INTECH WAY | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46278 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SHANNON BURNS | ||||||||
| 5400 WEST 86TH STREET | INDIANAPOLIS | IN | 46268 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| NANCY SMITH | ||||||||
| 5400 WEST 86TH STREET | INDIANAPOLIS | IN | 46268 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| DEBRA ANN BAKER | ||||||||
| 5400 WEST 86TH STREET | INDIANAPOLIS | IN | 46268 | SECRETARY | 0.00 | $0 | $0 | $0 |
| ROBIN FEHSENFELD | ||||||||
| 5400 WEST 86TH STREET | INDIANAPOLIS | IN | 46268 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JUDEE FEHSENFELD | ||||||||
| 5400 WEST 86TH STREET | INDIANAPOLIS | IN | 46268 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| STEVE STUK | ||||||||
| 5400 WEST 86TH STREET | INDIANAPOLIS | IN | 46268 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ASHLEE FEHSENFELD | ||||||||
| 5400 WEST 86TH STREET | INDIANAPOLIS | IN | 46268 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| SARAH IMMEKUS | ||||||||
| 5400 WEST 86TH STREET | INDIANAPOLIS | IN | 46268 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JASON IMMEKUS | ||||||||
| 5400 WEST 86TH STREET | INDIANAPOLIS | IN | 46268 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION DOES NOT DIRECTLY PARTICIPATE IN CHARITABLE ACTIVITIES. THE ACTIVITIES OF THE DIRECTORS ARE LIMITED TO THE ADMINISTRATION OF GRANTS TO QUALIFIED UNRELATED 501(C)(3) ORGANIZATIONS. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $709,678 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $54,455 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $764,133 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $764,133 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,462 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $752,671 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $37,634 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $37,634 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,086 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,086 | TotalTaxAmt |
| Distributable Before Adj | $30,548 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $30,548 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $30,548 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $987,280 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $987,280 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $30,548 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $609,191 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $566,657 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $484,404 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $540,524 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $765,336 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,966,112 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $987,280 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $30,548 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $956,732 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,922,844 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $609,191 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,313,653 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $566,657 | ExcessFromYear4Amt |
| Excess From Year3 | $484,404 | ExcessFromYear3Amt |
| Excess From Year2 | $540,524 | ExcessFromYear2Amt |
| Excess From Year1 | $765,336 | ExcessFromYear1Amt |
| Excess From Current Year | $956,732 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE JE FEHSENFELD FAMILY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6320 INTECH WAY | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46278 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3178540901 | RecipientPhoneNum |
| Form And Info And Materials | NONE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (95 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A PURPOSEFUL DAY | ||||||||
| 1069 WEST BROAD STREET 785 | FALLS CHURCH | VA | 22046 | NONE | NC | UNRESTRICTED | $10,000 | |
| AFFINITY TUTORING | ||||||||
| 818 BUTTERWORTH STREET SOUTHWEST | GRAND RAPIDS | MI | 49504 | NONE | NC | UNRESTRICTED | $11,000 | |
| AMERICAN RED CROSS | ||||||||
| 430 17TH ST NW | WASHINGTON | DC | 20006 | NONE | NC | UNRESTRICTED | $7,500 | |
| AMIGOS OF COSTA RICA | ||||||||
| PO BOX 748 | WEST CHESTER | PA | 19381 | NONE | NC | UNRESTRICTED | $35,000 | |
| ANTHONY MUNOZ FOUNDATION | ||||||||
| 8919 ROSSASH ROAD | CINCINNATI | OH | 45236 | NONE | NC | UNRESTRICTED | $10,000 | |
| ASSOCIATION OF GLEANING ORGANIZATIONS | ||||||||
| 1140 SOUTH 1100 EAST | SALT LAKE CITY | UT | 84105 | NONE | NC | UNRESTRICTED | $10,000 | |
| ATD FOURTH WORLD MOVEMENT | ||||||||
| 172 FIRST AVENUE | NEW YORK | NY | 10009 | NONE | NC | UNRESTRICTED | $10,000 | |
| BELOVED ASHEVILLE | ||||||||
| 10 NORTH MARKET STREET | ASHEVILLE | NC | 28801 | NONE | NC | UNRESTRICTED | $10,000 | |
| BEST FRIENDS ANIMAL SOCIETY | ||||||||
| 5001 ANGEL CANYON ROAD | KANAB | UT | 84741 | NONE | NC | UNRESTRICTED | $10,000 | |
| BLOOMINGTON COMMUNITY ORCHARD | ||||||||
| 2120 S HIGHLAND AVENUE | BLOOMINGTON | IN | 47401 | NONE | NC | UNRESTRICTED | $10,000 | |
| BLOOMINGTON MONTESSORI | ||||||||
| 1835 S HIGHLAND AVENUE | BLOOMINGTON | IN | 47401 | NONE | NC | UNRESTRICTED | $11,000 | |
| BOLD | ||||||||
| 1580 N LOGAN STREET STE 660 PMB | DENVER | CO | 80203 | NONE | NC | UNRESTRICTED | $10,000 | 18696 |
| BRAVE SPACE ALLIANCE | ||||||||
| 1515 E 52ND PLACE 3RD FLOOR | CHICAGO | IL | 60615 | NONE | NC | UNRESTRICTED | $21,000 | |
| CALIFORNIA WILDFIRE RESPONSE | ||||||||
| 526 W LAS TUNAS | SAN GABRIEL | CA | 91776 | NONE | NC | UNRESTRICTED | $7,500 | |
| CAMP JABERWOCKY | ||||||||
| 200 GREENWOOD AVENUE | VINEYARD HAVEN | MA | 02568 | NONE | NC | UNRESTRICTED | $1,000 | |
| CASA OF LANE COUNTY | ||||||||
| 174 DEADMOND FERRY ROAD | SPRINGFIELD | OR | 97477 | NONE | NC | UNRESTRICTED | $10,000 | |
| CENTER FOR BIOLOGICAL DIVERSITY | ||||||||
| PO BOX 710 | TUCSON | AZ | 85702 | NONE | NC | UNRESTRICTED | $1,000 | |
| CENTRAL MISSOURI HUMANE SOCIETY | ||||||||
| 616 BIG BEAR BOULEVARD | COLUMBIA | MO | 65202 | NONE | NC | UNRESTRICTED | $1,000 | |
| CHILDREN'S ADVOCACY CENTER OF KENT COUNTY | ||||||||
| 2855 MICHIGAN ST NE | GRAND RAPIDS | MI | 49506 | NONE | NC | UNRESTRICTED | $10,000 | |
| CINCINNATI HILL CHRISTIAN ACADEMY | ||||||||
| 8283 E KEMPER ROAD | CINCINNATI | OH | 45249 | NONE | NC | UNRESTRICTED | $10,000 | |
| CINCINNATI HILLS ROBOTICS | ||||||||
| 8283 E KEMPER ROAD | CINCINNATI | OH | 45249 | NONE | NC | UNRESTRICTED | $2,000 | |
| CRYSTAL LAKE SAILING SCHOOL | ||||||||
| 3491 PILGRIM HIGHWAY | FRANKFORT | MI | 49635 | NONE | NC | UNRESTRICTED | $3,000 | |
| CYSTIC FIBROSIS FOUNDATION | ||||||||
| 4550 MONTGOMERY AVENUE STE 1100 N | BETHESDA | MD | 20814 | NONE | NC | UNRESTRICTED | $11,500 | |
| DANA FARBER CANCER | ||||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 02215 | NONE | NC | UNRESTRICTED | $1,000 | |
| DRAGONFLY FOUNDATION | ||||||||
| 506 OAK STREET | CINCINNATI | OH | 45219 | NONE | NC | UNRESTRICTED | $11,000 | |
| DUCKS UNLIMITED | ||||||||
| ONE WATERFOWL WAY | MEMPHIS | TN | 38120 | NONE | NC | UNRESTRICTED | $12,000 | |
| FAIRSHARE CSA COALITION | ||||||||
| 211 S PATERSON STREET 280 | MADISON | WI | 53703 | NONE | NC | UNRESTRICTED | $10,000 | |
| FIGUEROA WU FAMILY FOUNDATION | ||||||||
| 2437 N FAIRFIELD AVENUE | CHICAGO | IL | 60647 | NONE | NC | UNRESTRICTED | $22,500 | |
| FLANNER HOUSE OF INDIANAPOLIS | ||||||||
| 2424 DOCTOR MLK JR STREET | INDIANAPOLIS | IN | 46208 | NONE | NC | UNRESTRICTED | $1,000 | |
| FRIENDS OF PARKVILLE ANIMAL SHELTER | ||||||||
| 1356 MO-9 | PARKVILLE | MO | 64152 | NONE | NC | UNRESTRICTED | $11,000 | |
| FRIENDS OF PUVUNGUA | ||||||||
| 1877 N BRITTON DRIVE | LONG BEACH | CA | 90815 | NONE | NC | UNRESTRICTED | $1,000 | |
| GO PANTRY | ||||||||
| 7960 KENTUCKY DRIVE STE 1 | FLORENCE | KY | 41042 | NONE | NC | UNRESTRICTED | $11,000 | |
| GOLDEN SCOOP | ||||||||
| 9540 NALL AVENUE | OVERLAND PARK | KS | 66207 | NONE | NC | UNRESTRICTED | $11,000 | |
| GREATER CHICAGO FOOD DEPOSITORY | ||||||||
| 4100 W ANN LURIE PLACE | CHICAGO | IL | 60632 | NONE | NC | UNRESTRICTED | $1,000 | |
| GREENHILL HUMANE SOCIETY | ||||||||
| 88530 GREEN HILL | EUGENE | OR | 97402 | NONE | NC | UNRESTRICTED | $1,000 | |
| HAPPY BOTTOMS | ||||||||
| 303 W 79TH STREET | KANSAS CITY | MO | 64114 | NONE | NC | UNRESTRICTED | $10,000 | |
| HEART OF A MAN | ||||||||
| 580 E CARMEL DRIVE STE 200 | CARMEL | IN | 46032 | NONE | NC | UNRESTRICTED | $1,000 | |
| HERRON SCHOOL OF ART | ||||||||
| PO BOX 6460 | INDIANAPOLIS | IN | 46206 | NONE | NC | UNRESTRICTED | $10,000 | |
| HORIZON HOUSE | ||||||||
| 1033 E WASHINGTON STREET | INDIANAPOLIS | IN | 46202 | NONE | NC | UNRESTRICTED | $10,000 | |
| HOWARD COUNTY VIETNAM VETERANS ORGANIZATION | ||||||||
| 8313 E 400 S | GREENTOWN | IN | 46936 | NONE | NC | UNRESTRICTED | $10,000 | |
| HUNTINGTON HARBOUR PHILHARMONIC | ||||||||
| 16889 ALGONQUIN ST | HUNTINGTON BEACH | CA | 96249 | NONE | NC | UNRESTRICTED | $500 | |
| INDIANA COUNTY HIGHWAY WORKERS | ||||||||
| 6699 AVALON BOULEVARD | AVON | IN | 46123 | NONE | NC | UNRESTRICTED | $1,000 | |
| INDIANA YOUTH HOCKEY ASSOCIATION | ||||||||
| 1040 3RD AVENE SW | CARMEL | IN | 46032 | NONE | NC | UNRESTRICTED | $10,000 | |
| INDIANAPOLIS ART CENTER | ||||||||
| 820 E 67TH ST | INDIANAPOLIS | IN | 46220 | NONE | NC | UNRESTRICTED | $11,000 | |
| INDY HUMANE | ||||||||
| 7929 MICHIGAN ROAD | INDIANAPOLIS | IN | 46268 | NONE | NC | UNRESTRICTED | $1,000 | |
| ISKASHITAOA REFUGEE NETWORK | ||||||||
| 3736 E 2ND STREET | TUCSON | AZ | 85716 | NONE | NC | UNRESTRICTED | $1,000 | |
| KANSAS CITY PET PROJECT | ||||||||
| 7077 ELMWOOD AVENUE | KANSAS CITY | MO | 64132 | NONE | NC | UNRESTRICTED | $500 | |
| LAWRENCE TOWNSHIP SCHOOL FOUNDATION | ||||||||
| 5720 WHEELER ROAD | INDIANAPOLIS | IN | 46216 | NONE | NC | UNRESTRICTED | $1,500 | |
| LIGHTHOUSE MICHIGAN | ||||||||
| 46156 WOODWARD AVENUE | PONTIAC | MI | 48342 | NONE | NC | UNRESTRICTED | $1,000 | |
| LIGHTHOUSE YOUTH SERVICES | ||||||||
| 401 E MCMILLIAN STREET | CINCINNATI | OH | 45206 | NONE | NC | UNRESTRICTED | $10,000 | |
| LUCKY TAILS RESCUE | ||||||||
| PO BOX 315 | FORT THOMAS | KY | 41075 | NONE | NC | UNRESTRICTED | $500 | |
| MAGNOLIA GROVE MONESTARY | ||||||||
| 123 TOWLES ROAD | BATESVILLE | MS | 38606 | NONE | NC | UNRESTRICTED | $500 | |
| MARA ELEPHANT PROJECT | ||||||||
| 4000 W 106TH STREET STE 125-238 | CARMEL | IN | 46032 | NONE | NC | UNRESTRICTED | $22,000 | |
| MATTHEW 25 MINISTRIES | ||||||||
| 11060 KENWOOD ROAD | BLUE ASH | OH | 45242 | NONE | NC | UNRESTRICTED | $1,000 | |
| MICHAEL J FOX FOUNDATION | ||||||||
| PO BOX 5014 | HAGERSTOWN | MD | 21741 | NONE | NC | UNRESTRICTED | $1,000 | |
| MIDWEST FOOD BANK OF INDIANA | ||||||||
| 2031 WAREHOUSE ROAD | NORMAL | IL | 61761 | NONE | NC | UNRESTRICTED | $2,500 | |
| MIDWEST IMMIGRATION BOND FUND | ||||||||
| 1 EAST ERIE STREET STE 525-4960 | CHICAGO | IL | 60611 | NONE | NC | UNRESTRICTED | $22,500 | |
| MISSION AVIATION FELLOWSHIP | ||||||||
| PO BOX 47 | NAMPA | ID | 83653 | NONE | NC | UNRESTRICTED | $1,000 | |
| MISSION OF MARY | ||||||||
| 619 SILVER LANE | DAYTON | OH | 45410 | NONE | NC | UNRESTRICTED | $25,000 | |
| MOUNTAINS COMMUNITY HOSPITAL FOUNDATION | ||||||||
| 29101 HOSPITAL ROAD | LAKE ARROWHEAD | CA | 92352 | NONE | NC | UNRESTRICTED | $10,000 | |
| NATIVE AMERICAN MADE | ||||||||
| 231 W VERNON AVENUE STE 103 | LOS ANGELES | CA | 90037 | NONE | NC | UNRESTRICTED | $10,000 | |
| NOBLESVILLE YOUNG LIFE | ||||||||
| 136 S 9TH STREET STE 28 | NOBLESVILLE | IN | 46060 | NONE | NC | UNRESTRICTED | $10,000 | |
| NORTHPOINT CHRISTIAN ACADEMY | ||||||||
| 2500 E 98TH STREET | INDIANAPOLIS | IN | 46280 | NONE | NC | UNRESTRICTED | $500 | |
| NORTHWEST IMMIGRANT RIGHT PROJECT | ||||||||
| 615 2ND AVENUE 400 | SEATTLE | WA | 98104 | NONE | NC | UNRESTRICTED | $2,000 | |
| OGV RIVER FOOD PANTRY | ||||||||
| 3301 PACKERS AVENUE | MADISON | WI | 53704 | NONE | NC | UNRESTRICTED | $2,000 | |
| PARTNERS IN HEALTH | ||||||||
| 800 BOYLSTON STREET | BOSTON | MA | 02199 | NONE | NC | UNRESTRICTED | $1,000 | |
| PATACHOU FOUNDATION | ||||||||
| 4923 N COLLEGE AVENUE STE 25 | INDIANAPOLIS | IN | 46205 | NONE | NC | UNRESTRICTED | $25,000 | |
| PLACES FOR PEOPLE | ||||||||
| 1001 LYNCH STREET | ST LOUIS | MO | 63118 | NONE | NC | UNRESTRICTED | $10,000 | |
| PLANNED PARENTHOOD | ||||||||
| 123 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 10038 | NONE | NC | UNRESTRICTED | $1,000 | |
| PLANNED PARENTHOOD | ||||||||
| 200 S MERIDIAN STREET STE 400 | INDIANAPOLIS | IN | 46225 | NONE | NC | UNRESTRICTED | $10,000 | |
| PRO BONE O | ||||||||
| PO BOX 1823 | EUGENE | OR | 97440 | NONE | NC | UNRESTRICTED | $1,000 | |
| PURDUE FOUNDATION | ||||||||
| 403 WEST WOOD STREET | LAFAYETTE | IN | 47907 | NONE | NC | UNRESTRICTED | $1,000 | |
| REGENTS OF THE UNIVERSITY OF MICHIGAN | ||||||||
| 19000 HUBBARD DRIVE | DEARBORN | MI | 48126 | NONE | NC | UNRESTRICTED | $10,000 | |
| REWILDING INDIANA | ||||||||
| 9330 WALDEMAR ROAD | INDIANAPOLIS | IN | 46268 | NONE | NC | UNRESTRICTED | $2,000 | |
| RUBY'S RAINBOWS | ||||||||
| 2801 CANUS COVE | AUSTIN | TX | 78748 | NONE | NC | UNRESTRICTED | $21,000 | |
| SARARA FOUNDATION | ||||||||
| 1031 33RD STREET | DENVER | CO | 80205 | NONE | NC | UNRESTRICTED | $1,000 | |
| SECOND HELPINGS | ||||||||
| 1121 SOUTHEASTERN AVENUE | INDIANAPOLIS | IN | 46202 | NONE | NC | UNRESTRICTED | $12,000 | |
| SHELTERING WINGS | ||||||||
| PO BOX 92 | DANVILLE | IN | 46122 | NONE | NC | UNRESTRICTED | $10,000 | |
| SIDESTREAMS FOUNDATION | ||||||||
| 5303 WARD STREET | CINCINNATI | OH | 45227 | NONE | NC | UNRESTRICTED | $1,000 | |
| SPRING MILL ELEMENTARY PTO | ||||||||
| 8520 SPRING MILL ROAD | INDIANAPOLIS | IN | 46260 | NONE | NC | UNRESTRICTED | $1,000 | |
| STRIDES TO SUCCESS | ||||||||
| 1350 TERRY DRIVE | PLAINFIELD | IN | 46168 | NONE | NC | UNRESTRICTED | $12,000 | |
| THE ORCHARD SCHOOL | ||||||||
| 615 W 64TH STREET | INDIANAPOLIS | IN | 46260 | NONE | NC | UNRESTRICTED | $12,000 | |
| THE PARKS ALLIANCE | ||||||||
| 3001 N WHITE RIVER PARKWAY DR W | INDIANAPOLIS | IN | 46222 | NONE | NC | UNRESTRICTED | $150,000 | |
| THE UNSCRIPTED PROJECT | ||||||||
| 3720 SPRUCE STREET STE 404 | PHILADELPHIA | PA | 19104 | NONE | NC | UNRESTRICTED | $10,000 | |
| WASHINGTON TOWNSHIP SCHOOL FOUNDATION | ||||||||
| 8550 WOODFIELD CROSSING BOULEVARD | INDIANAPOLIS | IN | 46240 | NONE | NC | UNRESTRICTED | $45,000 | |
| WAVE FOUNDATION | ||||||||
| ONE LEVEE WAY | NEWPORT | KY | 41071 | NONE | NC | UNRESTRICTED | $10,000 | |
| WAYMAKERS | ||||||||
| 440 ESCHANGE STE 250 | IRVINE | CA | 92602 | NONE | NC | UNRESTRICTED | $1,500 | |
| WESTSIDE CHRISTIAN HIGH SCHOOL | ||||||||
| 8200 SW PFAFFLE STREET | TIGARD | OR | 97223 | NONE | NC | UNRESTRICTED | $1,000 | |
| WETA | ||||||||
| 3939 CAMPBELL AVENUE | ARLINGTON | VA | 22206 | NONE | NC | UNRESTRICTED | $10,000 | |
| WFYI | ||||||||
| 1630 NORTH MERIDIAN STREET | INDIANAPOLIS | IN | 46202 | NONE | NC | UNRESTRICTED | $1,000 | |
| WILLOW LAKE PARENT TREACHER ORGANIZATION | ||||||||
| 8550 WOODFIELD CROSSING BOULEVARD | INDIANAPOLIS | IN | 46240 | NONE | NC | UNRESTRICTED | $10,000 | |
| WITH INCORP | ||||||||
| 122 W GLENWOOD AVENUE | KNOXVILLE | TN | 37917 | NONE | NC | UNRESTRICTED | $1,000 | |
| YOUNG LIFE HAMILTON HEIGHTS | ||||||||
| 4631 LISBON DRIVE | CARMEL | IN | 46033 | NONE | NC | UNRESTRICTED | $1,500 | |
| YOUNG LIFE KOKOMO | ||||||||
| 136 S 9TH STREET STE 28 | NOBLESVILLE | IN | 46060 | NONE | NC | UNRESTRICTED | $4,500 | |
| YOUNG LIFE OSWEGO | ||||||||
| PO BOX 1111 | LAKE OSWEGO | OR | 97035 | NONE | NC | UNRESTRICTED | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $882,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,642 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,055 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $441,137 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $509,834 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $509,834 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HERITAGE GROUP | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 68123 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46268 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,433 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,433 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| THE HERITAGE GROUP INVESTMENT CO., LLC | AT COST | $1,247,170 | $1,247,170 |
| FEDERAL MONEY MARKET FUND | AT COST | $759,109 | $759,109 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OFFICE EXPENSE | $2,939 | $0 | $0 | $2,939 |
| GRANT MANAGER | $66,092 | $0 | $0 | $66,092 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD PAYABLE | Desc |
| BOY Book Value | $9,500 | BOYBookValueAmt |
| EOY Book Value | $32,500 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $28,074 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $28,074 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX | $16 | $16 | $0 | $0 |
| FEDERAL EXCISE TAX | $2,742 | $0 | $0 | $2,742 |
Comments