AVIS FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- AVIS FOUNDATION INC (EIN 20-5063209)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-24
- IRS object ID
- 202521149349100607
- Schema version
- 2024v5.1
- 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 Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-24T07:51:56-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Eide Bailly LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 Nicollet Mall Ste 1300 | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554027033 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205063209 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Avis Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AVIS | BusinessNameControlTxt |
| Phone | 7659988100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1909 S Main St | AddressLine1Txt |
| City | Upland | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46989 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Loralee Songer | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Phone | 7659988100 | PhoneNum |
| Signature | 2025-04-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kim Hunwardsen CPA | PreparerPersonNm |
| PTIN | P00484560 | PTIN |
| Phone | 6122536500 | PhoneNum |
| Preparation | 2025-04-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $62,815,063 | 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 | $3,598,958 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,004,582 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,004,582 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $75,504 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,577,732 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $75,504 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $87,729 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $84,778 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,766,773 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,164,864 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $82,615 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $82,615 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $40,187 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $40,187 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $448 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $448 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $765 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $765 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $224,396 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $222,434 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,962 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $56,364 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,899 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,795 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $692 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $692 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $36,001 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $26,981 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $9,020 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $441,468 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $255,314 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $138,484 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,700,667 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,700,667 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,142,135 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $255,314 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,839,151 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,624,638 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,909,550 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $828,801 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,614,415 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,614,415 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $21,403,797 | CorporateStockBOYAmt |
| Corporate Stock EOY | $21,185,694 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $31,425,700 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $14,005,505 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $16,319,492 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $16,592,717 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $12,943,078 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,686,218 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,167,881 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $14,350 | OtherAssetsBOYAmt |
| Other Assets EOY | $14,350 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $14,350 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $49,195,531 | TotalAssetsBOYAmt |
| Total Assets EOY | $51,820,169 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $62,815,063 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $49,195,531 | RetainedEarningBOYAmt |
| Retained Earning EOY | $51,820,169 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $49,195,531 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $51,820,169 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $49,195,531 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $51,820,169 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $49,195,531 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,624,638 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $51,820,169 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $51,820,169 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| Publicily traded securities | P | $10,464,941 | $10,502,228 | -$37,287 | -$37,287 |
| Capital Gains Dividends | P | $112,791 | $112,791 | $112,791 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $75,504 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $26,543 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $26,543 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $26,543 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $36,820 | 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 | $36,820 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $10,277 | OverpaymentAmt |
| Applied To ES Tax | $10,277 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | avisfoundationinc.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Loralee Songer | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7659988100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1909 S Main St | AddressLine1Txt |
| City | Upland | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46989 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| Angela Darlington | ||||||||
| 1909 S Main Street | Upland | IN | 46989 | President | 1.00 | $3,000 | $0 | $0 |
| Marylou Habecker | ||||||||
| 1909 S Main Street | Upland | IN | 46989 | Vice President | 1.00 | $3,000 | $0 | $0 |
| Norma Korporal | ||||||||
| 1909 S Main Street | Upland | IN | 46989 | Secretary | 1.00 | $1,500 | $0 | $0 |
| Dr Susan Wilczynski | ||||||||
| 1909 S Main Street | Upland | IN | 46989 | Director | 1.00 | $3,000 | $0 | $0 |
| Martha Songer | ||||||||
| 1909 S Main Street | Upland | IN | 46989 | Executive Director | 30.00 | $72,115 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UBS Financial Services | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 81415 Maddox Dr Suite 101 | AddressLine1Txt |
| City | Lincoln | CityNm |
| State Abbreviation | NE | StateAbbreviationCd |
| ZIP | 68520 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Management | ServiceTypeTxt |
| Compensation | $222,434 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $58,219,572 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,668,266 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $928,184 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $60,816,022 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $60,816,022 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $912,240 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $59,903,782 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,995,189 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,995,189 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $26,543 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $26,543 | TotalTaxAmt |
| Distributable Before Adj | $2,968,646 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,968,646 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,968,646 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,839,151 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,839,151 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,968,646 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $96,902 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $96,902 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,839,151 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,839,151 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $96,902 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $96,902 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $32,593 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Loralee Songer | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1909 S Main Street | AddressLine1Txt |
| City | Upland | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46989 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7659988100 | RecipientPhoneNum |
| Form And Info And Materials | All grant applicants are requested to submit a letter of inquiry (LOI) prior to March 1 in any calendar year. If the LOI is approved a full grant proposal must be submitted by July 31 of that same calendar year. Applicants will be notified in October and successful applicants will receive funds in December. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | See above. | SubmissionDeadlinesTxt |
| Restrictions On Awards | The mission of Avis Foundation, Inc. is to make impactful gifts to organizations devoted to improving quality of life in communities through their commitment to the arts, education, entrepreneurship and autism. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Ball State University | |||||||
| 2000 W University Ave | Muncie | IN | 47306 | None | PC | Inclusive Excellence Scholarship | $339,000 |
| Conner Prairie | |||||||
| 13400 Allisonville Rd | Fishers | IN | 46038 | None | PC | Sensory Room and Inclusive Signage in the Museum Experience Center | $166,667 |
| Eiteljorg Museum | |||||||
| 500 W Washington St | Indianapolis | IN | 46204 | None | PC | Quest for the West fundraising event | $200,000 |
| Huntington University | |||||||
| 2303 College Ave | Huntington | IN | 46750 | None | PC | Veterinary Medicine, Leadership Coaching, and Occupational Therapy Assistant Training | $350,000 |
| NearSpace Education | |||||||
| 79 Railroad St | Upland | IN | 46989 | None | PC | Phase I of Dream Big Program (Satellite Construction and College Modular Curriculum Development) | $210,000 |
| Ouachita Baptist University | |||||||
| 410 Ouachita St | Arkadelphia | AR | 71998 | None | PC | Graduate Program in Counseling | $500,000 |
| Taylor University | |||||||
| 1846 Main St | Upland | IN | 46989 | None | PC | Film and Media Equipment for Student Learning | $250,000 |
| Agape Therapeutic | |||||||
| 24970 Mt Pleasant Rd | Cicero | IN | 56034 | None | PC | Therapeutic Horse-Riding Facilities | $300,000 |
| Core Inc | |||||||
| 839 Northcrest Shopping Center | Fort Wayne | IN | 46805 | None | PC | Welding Program for Individuals with Disabilities and At-Risk Students | $80,000 |
| Indianapolis Children's Museum | |||||||
| 3000 N Meridian St | Indianapolis | IN | 46208 | None | PC | Visual and Performing Arts Atelier | $305,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,700,667 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,004,582 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $84,778 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $75,504 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Refund of Penalties | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,951 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,167,815 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,167,815 | 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 | Leland E Boren Trust | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2751 Centerville Road Suite 400 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19808 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,598,958 | 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 | $765 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $765 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (54 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FEDERATED HERMES ULTRASHORT BOND FUND | $158,685 | $162,091 |
| MORGAN STANLEY NTS B/E 05.050% | $182,166 | $182,637 |
| DISCOVERY COMM INC NTS 03.950% | $432,640 | $437,468 |
| BK OF AMER CORP B/E 02.299% 07 | $200,222 | $198,549 |
| JPMORGAN CHASE & CO NTS 03.625 | $190,722 | $194,308 |
| CHARTER COMM OPT LLC/CAP 04.20 | $309,501 | $315,506 |
| CITIGROUP INC B/E 02.976% 1105 | $312,380 | $337,427 |
| ISHARES BROAD USD INVT GRADE CORPORATE BOND ETF | $488,171 | $485,956 |
| GENL MOTORS FINL CO INC 04.350 | $313,240 | $322,228 |
| TRUIST FINANCIAL CORP 06.047% | $480,763 | $487,958 |
| PACIFIC GAS & ELEC NTS 03.150% | $332,487 | $349,731 |
| PAYPAL HOLDINGS INC NTS 02.850 | $301,486 | $307,154 |
| GOLDMAN SACHS GROUP INC 06.561 | $352,761 | $344,061 |
| CISCO SYSTEMS INC NTS 04.950% | $356,646 | $355,147 |
| AT&T INC B/E 02.750% 060131 DT | $382,277 | $398,460 |
| GOLDMAN SACHS GROUP INC 03.102 | $428,045 | $417,237 |
| JPMORGAN CHASE & CO NTS 04.565 | $449,316 | $472,596 |
| BHP BILLITON FIN LTD NTS 05.250% | $440,391 | $444,942 |
| WELLS FARGO & CO 04.540% 08152 | $432,552 | $437,124 |
| EVERSOURCE ENERGY B/E 05.950% | $354,055 | $338,154 |
| PGIM SHORT-TERM CORP BOND | $520,342 | $527,140 |
| HCA INC NTS B/E 05.250% 061526 | $296,730 | $300,744 |
| COMCAST CORP B/E 04.800% 05153 | $522,857 | $542,203 |
| MORGAN STANLEY B/E 3.622% 0401 | $742,394 | $717,088 |
| META PLATFORMS INC NTS 03.500% | $190,998 | $195,526 |
| COLUMBIA STRATEGIC INCOME FUND CLASS INSTITUTIONAL | $662,338 | $665,466 |
| SOUTHERN CALIF EDISON CO 05.15 | $652,045 | $658,009 |
| SOUTHERN CAL EDISON NTS 05.850 | $206,652 | $205,648 |
| CITIGROUP INC NTS B/E 03.070% | $213,001 | $219,236 |
| PFIZER INVT ENTER NTS 04.450% | $225,482 | $222,011 |
| WELLS FARGO & CO B/E 02.879% 1 | $233,657 | $252,675 |
| BANK OF AMER CORP NTS 05.080% | $265,745 | $266,758 |
| T-MOBILE USA INC B/E 05.750% 0 | $645,980 | $648,160 |
| CANADIAN IMPERIAL BANK 05.260% | $565,545 | $578,552 |
| WALT DISNEY COMPANY/THE 2.000% | $531,525 | $572,844 |
| BK OF NOVA SCOTIA 05.450% | $530,058 | $533,633 |
| BROADCOM INC NTS B/E 04.300% 1 | $523,728 | $567,909 |
| PFIZER INVT ENTER NTS 04.750% | $523,458 | $536,577 |
| AIR LEASE CORP 02.875% 011526 | $188,000 | $195,742 |
| GENERAL MOTORS FINL CO 05.550% | $133,972 | $137,484 |
| INTEL CORP NTS B/E 04.875% 021 | $142,926 | $144,027 |
| EQT CORP NTS B/E 03.900% 10012 | $1,858 | $1,945 |
| BANK OF AMER CORP NTS 04.827% | $1,980 | $2,000 |
| BROADCOM INC NTS B/E 03.459% 0 | $5,762 | $5,886 |
| GOLDMAN SACHS GROUP INC 03.500 | $47,640 | $47,834 |
| JPMORGAN CHASE & CO NTS 04.080 | $76,733 | $77,797 |
| CHARTER COMM OPT LLC/CAP 04.90 | $88,082 | $87,897 |
| PFIZER INVT ENTER NTS 04.450% | $99,632 | $99,860 |
| JOHN DEERE CAPITAL CORP 04.800 | $99,993 | $100,281 |
| PACIFIC GAS & ELEC CO 03.450% | $105,153 | $109,142 |
| JOHN DEERE CAPITAL CORP 04.950 | $113,351 | $115,101 |
| BANK OF AMER CORP B/E 02.884% | $132,716 | $135,461 |
| MORGAN STANLEY B/E 02.699% 012 | $82,058 | $83,527 |
| GENL MOTORS FINL CO INC 02.900 | $48,595 | $49,820 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (87 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD SMALL-CAP VALUE ETF | $326,131 | $433,221 |
| UNION PACIFIC CORP | $278,059 | $436,697 |
| MCDONALDS CORP | $267,263 | $423,239 |
| PHILLIPS 66 | $261,291 | $321,169 |
| DFA US MICRO CAP FUND CLASS I | $260,277 | $349,295 |
| HOME DEPOT INC | $259,289 | $550,810 |
| NOVARTIS AG SPON ADR | $245,632 | $322,485 |
| CHEVRON CORP | $242,337 | $316,331 |
| NEXTERA ENERGY INC COM | $241,273 | $384,258 |
| LOCKHEED MARTIN CORP | $238,371 | $380,977 |
| AMAZON.COM INC | $237,557 | $430,663 |
| APPLE INC | $228,754 | $613,779 |
| REGAL REXNORD CORP | $210,150 | $465,390 |
| ISHARES CORE MSCI EAFE ETF | $2,205,432 | $2,465,352 |
| WELLS FARGO & CO NEW | $204,171 | $312,428 |
| TEMPLETON GLOBAL SMALLER COMPANIES ADVISORS CLASS | $202,901 | $229,966 |
| VANGUARD INFORMATION TECHNOLOGY ETF | $44,544 | $166,021 |
| ABBVIE INC COM | $198,231 | $237,052 |
| DANAHER CORP | $51,420 | $58,994 |
| TJX COS INC NEW | $52,109 | $129,992 |
| ACCENTURE PLC IRELAND CL A | $282,968 | $602,264 |
| DFA INTERNATIONAL SMALL COMPANY FUND CLASS I | $415,299 | $442,615 |
| PROCTER & GAMBLE CO | $137,402 | $162,118 |
| BERKSHIRE HATHAWAY INC CL A | $312,670 | $680,920 |
| OLD NATL BANCORP EVANSVL IND | $308,000 | $434,100 |
| CARILLON SCOUT MID CAP FUND CLASS | $297,190 | $343,295 |
| COCA COLA CO COM | $291,342 | $373,871 |
| YUM! BRANDS INC | $55,502 | $72,715 |
| MERCK & CO INC COM | $59,724 | $74,312 |
| SHERWIN WILLIAMS CO | $64,124 | $97,560 |
| ORACLE CORP | $64,971 | $141,811 |
| ALPHABET INC CL A | $112,033 | $268,427 |
| UNITEDHEALTH GROUP INC | $112,177 | $149,229 |
| DIGITAL REALTY TRUST INC REIT | $113,626 | $134,948 |
| TRUIST FINL CORP | $114,398 | $119,121 |
| GOLDMAN SACHS GROUP INC | $114,585 | $133,420 |
| SIMON PPTY GROUP INC SBI | $114,706 | $136,046 |
| WILLIAMS COS INC (DEL) | $114,757 | $161,278 |
| EATON CORP PLC | $115,776 | $119,473 |
| MICROCHIP TECHNOLOGY INC | $117,036 | $84,935 |
| EXXON MOBIL CORP | $111,933 | $102,299 |
| THERMO FISHER SCIENTIFIC INC | $122,614 | $179,479 |
| PEPSICO INC | $127,926 | $126,666 |
| KINDER MORGAN INC | $129,153 | $169,442 |
| CATERPILLAR INC | $130,276 | $139,663 |
| ENBRIDGE INC CAD | $130,449 | $140,571 |
| LILLY ELI & CO | $130,764 | $872,360 |
| STARWOOD PPTY TR INC | $131,061 | $127,496 |
| COLGATE PALMOLIVE CO | $150,000 | $211,457 |
| COSTCO WHOLESALE CORP | $145,371 | $273,048 |
| TEXAS INSTRUMENTS | $136,759 | $153,383 |
| DFA EMERGING MARKETS SMALL CAP FUND CLASS I | $127,267 | $142,359 |
| MICROSOFT CORP | $432,544 | $1,420,455 |
| BROADCOM INC | $111,442 | $197,064 |
| MACQUARIE SMALL CAP CORE FUND INSTITUTIONAL | $105,470 | $127,006 |
| O REILLY AUTOMOTIVE INC | $80,632 | $158,897 |
| STARBUCKS CORP | $81,719 | $83,950 |
| CME GROUP INC | $81,723 | $90,570 |
| MARSH & MCLENNAN COS INC | $82,161 | $122,773 |
| CRANE NXT CO | $84,470 | $169,246 |
| LINDE PLC NEW EUR | $85,369 | $136,068 |
| INTERCONTINENTALEXCHANGE GROUP | $86,970 | $138,430 |
| FIFTH THIRD BANCORP | $183,745 | $295,960 |
| FEDEX CORP | $88,657 | $122,660 |
| REGIONS FINANCIAL CORP | $107,100 | $128,231 |
| MONDELEZ INTL INC | $92,603 | $90,371 |
| VISA INC CL A | $94,024 | $146,643 |
| ONEOK INC NEW | $97,898 | $124,496 |
| MEDTRONIC PLC | $98,324 | $95,457 |
| US BANCORP DEL (NEW) | $98,904 | $111,922 |
| EPR PROPERTIES REIT | $98,968 | $99,719 |
| LYONDELLBASELL INDUSTRIES N V SHS - A - CL A EUR | $99,990 | $74,270 |
| CHUBB LTD CHF | $176,337 | $247,289 |
| DICK'S SPORTING GOODS INC | $102,066 | $108,470 |
| CRANE CO | $163,477 | $441,137 |
| AMGEN INC | $93,340 | $88,618 |
| ARES MANAGEMENT CORPORATION CL A COM | $139,176 | $182,164 |
| BERKSHIRE HATHAWAY INC NEW CL B | $433,482 | $714,823 |
| DIMENSIONAL ETF TRUST EMGR CRE EQT MNG | $673,774 | $742,073 |
| LAZARD INTERNATIONAL EQUITY FUND INSTITUTIONAL | $1,475,386 | $1,511,743 |
| VANGUARD MID-CAP VALUE ETF | $895,772 | $1,083,859 |
| ISHARES CORE MSCI EMERGING MARKETS ETF | $767,513 | $779,227 |
| VANGUARD MID-CAP GROWTH ETF | $678,383 | $1,015,000 |
| VANGUARD SMALL-CAP ETF | $496,960 | $744,868 |
| CSX CORPORATION | $470,938 | $663,821 |
| JPMORGAN CHASE & CO | $585,006 | $1,438,260 |
| WOODWARD INC | $594,320 | $1,331,360 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BLACKSTONE PRIVATE CREDIT FUND CLASS S A/O 0 | AT COST | $1,934,204 | $1,937,938 |
| BLUE OWL TECHNOLOGY INCOME CORP CLASS S A/O | AT COST | $1,500,000 | $1,564,959 |
| APOLLO DEBT SOLUTIONS BDC CLASS S A/O 01/31/ | AT COST | $1,500,000 | $1,576,598 |
| FS CREDIT REAL ESTATE INCOME TRUST, INC. CLA | AT COST | $1,497,150 | $1,489,234 |
| KKR REAL ESTATE SELECT TRUST- CLASS U | AT COST | $919,826 | $703,813 |
| BLACKSTONE REAL ESTATE INCOME TRUST INC CL S | AT COST | $906,393 | $1,064,738 |
| TBFC FINANCIAL TECHNOLOGIES FUND LP | AT COST | $277,846 | $243,348 |
| BANC FUND IX LP | AT COST | $564,343 | $670,485 |
| STARWOOD REAL ESTATE INCOME TRUST, INC. CLAS | AT COST | $775,459 | $692,008 |
| INFRASTRUCTURE INVSTMNT FD (ICAP) LTD. CL A | AT COST | $2,810,997 | $3,224,760 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Marion Property | $7,300 | $7,300 | $7,300 |
| Art | $7,050 | $7,050 | $7,050 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Advertising | $2,444 | $0 | $2,444 |
| Office Supplies | $862 | $0 | $862 |
| Other Deductions from Passthroughs | $26,981 | $26,981 | $0 |
| Training Expense | $5,381 | $0 | $5,381 |
| Catering Fees | $333 | $0 | $333 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Other Income from Partnerships | $84,778 | $84,778 | $84,778 |
| Refund of Penalties | $2,951 | $2,951 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Fees | $222,434 | $222,434 | $0 |
| Payroll Fees | $1,962 | $0 | $1,962 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Excise Taxes | $47,670 | $0 | $0 |
| Foreign Taxes | $5,434 | $5,434 | $0 |
| Property Taxes | $465 | $465 | $0 |
| Payroll Taxes | $2,795 | $0 | $2,795 |