J E FEHSENFELD FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- J E FEHSENFELD FAMILY FOUNDATION INC (EIN 35-2091086)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-15
- IRS object ID
- 202411369349103586
- Schema version
- 2023v5.0
- 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 Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T14:14:43-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE INDIANA SQ SUITE 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 | 2023-01-01 | 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 | 5400 WEST 86TH STREET | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46268 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBRA BAKER | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 3176958659 | PhoneNum |
| Signature | 2024-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DEBRA | PersonFirstNm |
| Person Last | BAKER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| 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 | SHANNON E MURPHY CPA | PreparerPersonNm |
| PTIN | P01986058 | PTIN |
| Phone | 3172693454 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,728,043 | 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 | $600,834 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $39,399 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $39,399 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $39,399 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $26,921 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,921 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $26,921 | DividendsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $667,154 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $66,320 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $66,320 | 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 | $16,986 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $16,986 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $26,457 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $26,457 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $956 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $153 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $803 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $41,935 | 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 | $2,544 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,544 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $88,878 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $153 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $46,790 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $540,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $540,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $629,378 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $153 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $587,290 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $37,776 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $66,167 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $66,320 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $29,680 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $28,117 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $28,117 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $308,523 | CorporateStockBOYAmt |
| Corporate Stock EOY | $308,523 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $687,825 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $230,114 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $230,114 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $218,163 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $707,599 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $793,938 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $793,938 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,275,916 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,360,692 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,728,043 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $47,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $47,000 | 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 | $895,916 | RetainedEarningBOYAmt |
| Retained Earning EOY | $933,692 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,275,916 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,313,692 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,275,916 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,360,692 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,275,916 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $37,776 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,313,692 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,313,692 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $920 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $920 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $920 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $46 | EsPenaltyAmt |
| Tax Due | $966 | 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 | DEBRA BAKER SECRETARY | IndividualWithBooksNm |
| Phone | 3178540901 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5400 WEST 86TH STREET | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46268 | 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 | $868,161 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $100,072 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $968,233 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $968,233 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,523 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $953,710 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $47,686 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $47,686 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $920 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $920 | TotalTaxAmt |
| Distributable Before Adj | $46,766 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $46,766 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $46,766 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $587,290 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $587,290 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $46,766 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $487,098 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $469,243 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $609,191 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $566,657 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $484,404 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,616,593 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $587,290 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $46,766 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $540,524 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,157,117 | 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 | $487,098 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,670,019 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $469,243 | ExcessFromYear4Amt |
| Excess From Year3 | $609,191 | ExcessFromYear3Amt |
| Excess From Year2 | $566,657 | ExcessFromYear2Amt |
| Excess From Year1 | $484,404 | ExcessFromYear1Amt |
| Excess From Current Year | $540,524 | 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 | 5400 W 86TH STREET | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46268 | 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 (93 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Address Line2RecipientForeignAddress/AddressLine2Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A PRECIOUS CHILD | |||||||||||
| 7051 W 118TH AVENUE | BROOMFILED | CO | 80020 | NONE | 501(C)(3) | UNRESTRICTED | $15,000 | ||||
| ADT FOURTH WORLD | |||||||||||
| PO BOX 1787 | GALLUP | NM | 87305 | NONE | 501(C)(3) | UNRESTRICTED | $7,500 | ||||
| AFRICA MISSION SERVICES OF USA | |||||||||||
| PO BOX 906 | CHATTANOOGA | TN | 37401 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | ||||
| AMS FOUNDATION | |||||||||||
| 12060 SOMERSET WAY EAST | CARMEL | IN | 46033 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | ||||
| ANGELINES WYCA | |||||||||||
| PO BOX 84202 | SEATTLE | WA | 98124 | NONE | 501(C)(3) | UNRESTRICTED | $7,500 | ||||
| ASSOCIATION OF GLEANING ORGANIZATIONS | |||||||||||
| PO BOX 651098 | SALT LAKE CITY | UT | 84165 | NONE | 501(C)(3) | UNRESTRICTED | $7,500 | ||||
| BASEBALL HAVEN ALUMNI ASSOCIATION | |||||||||||
| 3066 KETTERING BOULEVARD | DAYTON | OH | 45439 | NONE | 501(C)(3) | UNRESTRICTED | $500 | ||||
| BAXTER COMMUNITY CENTER | |||||||||||
| 935 BAXTER STREET | GRAND RAPIDS | MI | 59606 | NONE | 501(C)(3) | UNRESTRICTED | $7,500 | ||||
| BENZIE AREA CHRISTIAN NEIGHBORS | |||||||||||
| 2804 BENZIE HIGHWAY | BENZONIA | MI | 49616 | NONE | 501(C)(3) | UNRESTRICTED | $1,500 | ||||
| BIRDIES FOR BABIES | |||||||||||
| 7925 GRACELAND STREET | CENTERVILLE | OH | 45459 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | ||||
| BLUEBIRD OF HOPE | |||||||||||
| 937 HARD LUCK ROAD | MARION | TX | 78124 | NONE | 501(C)(3) | UNRESTRICTED | $500 | ||||
| BOSMA VISIONARY FOUNDATION | |||||||||||
| 6270 CORPORATE DRIVE | INDIANAPOLIS | IN | 46268 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | ||||
| BRAVE SPACE ALLIANCE | |||||||||||
| 1515 E 52ND PLAZA | CHICAGO | IL | 60615 | NONE | 501(C)(3) | UNRESTRICTED | $2,000 | ||||
| BROOKE'S PLACE FOR GRIEVING YOUNG PEOPLE | |||||||||||
| 8935 N MERIDIAN STREET SUITE 200 | INDIANAPOLIS | IN | 46206 | NONE | 501(C)(3) | UNRESTRICTED | $7,500 | ||||
| BUNCOMBE PARTNERSHIP FOR CHILDREN | |||||||||||
| 53 ASHELAND AVENUE | ASHEVILLE | NC | 28801 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | ||||
| CASA OF LANE COUNTY | |||||||||||
| 174 DEADMOND FERRY ROAD | SPRINGFIELD | OR | 97477 | NONE | 501(C)(3) | UNRESTRICTED | $8,500 | ||||
| CHILDREN'S HUNGER ALLIANCE | |||||||||||
| 1105 SCHROCK RD STE 505 | CINCINNATI | OH | 43229 | NONE | 501(C)(3) | UNRESTRICTED | $15,000 | ||||
| CINCINNATI HIGHSCHOOL CHRISTIAN ACADEMY | |||||||||||
| 8283 KEMPER ROAD | CINCINNATI | OH | 45249 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | ||||
| COALITION FOR IMMIGRANT NEIGHBORS | |||||||||||
| 1100 W 42ND STREET | INDIANAPOLIS | IN | 46222 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | ||||
| CYSTIC FIBROSIS FOUNDATION | |||||||||||
| 2701 NW VAUGHN STREET 203 | PORTLAND | OR | 97210 | NONE | 501(C)(3) | UNRESTRICTED | $8,000 | ||||
| DUCKS UNLIMITED | |||||||||||
| ONE WATERFOWL WAY | MEMPHIS | TN | 38120 | NONE | 501(C)(3) | UNRESTRICTED | $9,500 | ||||
| FAIR ELECTIONS | |||||||||||
| PO BOX 66 SUITE 701 | WASHINGTON | DC | 20006 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | ||||
| FAIRSHARE | |||||||||||
| 6422 W 63RD STREET | CHICAGO | IL | 60638 | NONE | 501(C)(3) | UNRESTRICTED | $2,000 | ||||
| FIRST DESCENTS | |||||||||||
| 3858 WALNUT STREET STE 161 | DENVER | CO | 80205 | NONE | 501(C)(3) | UNRESTRICTED | $7,500 | ||||
| FLANNER HOUSE OF INDIANAPOLIS | |||||||||||
| 2424 MARTIN LUTHER KING JR STREET | INDIANAPOLIS | IN | 46208 | NONE | 501(C)(3) | UNRESTRICTED | $7,500 | ||||
| FREEDOM MINISTRIES | |||||||||||
| 2905 E 46TH STREET | INDIANAPOLIS | IN | 46205 | NONE | 501(C)(3) | UNRESTRICTED | $2,500 | ||||
| GLEANERS FOOD BANK | |||||||||||
| 3737 WALDEMERE AVENUE | INDIANAPOLIS | IN | 46241 | NONE | 501(C)(3) | UNRESTRICTED | $8,500 | ||||
| GO PANTRY | |||||||||||
| 7960 KENTUCKY DRIVE SUITE 1 | FLORENCE | KY | 41042 | NONE | 501(C)(3) | UNRESTRICTED | $500 | ||||
| GREENHILL HUMANE SOCIETY | |||||||||||
| 88530 GREEN HILL ROAD | EUGENE | OR | 97402 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | ||||
| HIGHLAND LATIN SCHOOL | |||||||||||
| PO BOX 4462 | CARMEL | IN | 46802 | NONE | 501(C)(3) | UNRESTRICTED | $500 | ||||
| HOLIDAY PARK | |||||||||||
| 6363 SPRINGMILL ROAD | INDIANAPOLIS | IN | 46260 | NONE | 501(C)(3) | UNRESTRICTED | $2,000 | ||||
| HOWARD BROWN | |||||||||||
| 3245 N HALSTED STREET | CHICAGO | IL | 60657 | NONE | 501(C)(3) | UNRESTRICTED | $25,000 | ||||
| HUNTINGTON HARBOUR PHILHARMONIC | |||||||||||
| 16889 ALGONQUIN ST | HUNTINGTON BEACH | CA | 96249 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | ||||
| I AM ALS | |||||||||||
| 1200 PENNSYLVANIA AVE NW 14135 | WASHINGTON | DC | 20044 | NONE | 501(C)(3) | UNRESTRICTED | $500 | ||||
| INDIANA YOUTH HOCKEY ASSOCIATION | |||||||||||
| 1040 3RD AVENE SW | CARMEL | IN | 46032 | NONE | 501(C)(3) | UNRESTRICTED | $7,500 | ||||
| INDIANAPOLIS ART CENTER | |||||||||||
| 820 E 67TH ST | INDIANAPOLIS | IN | 46220 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | ||||
| INDY HUMANE | |||||||||||
| 7929 MICHIGAN ROAD | INDIANAPOLIS | IN | 46268 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | ||||
| LIFE CHURCH NOBLESVILLE | |||||||||||
| 2200 SHERIDAN ROAD | NOBLESVILLE | IN | 46062 | NONE | 501(C)(3) | UNRESTRICTED | $500 | ||||
| LOOKING GLASS COMMUNITY SERVICES | |||||||||||
| 260 E 11TH STREET | EUGENE | OR | 97401 | NONE | 501(C)(3) | UNRESTRICTED | $25,000 | ||||
| MADISON AREA URBAN MINISTRY JUST DANE | |||||||||||
| 2115 S PARK STREET | MADISON | WI | 53713 | NONE | 501(C)(3) | UNRESTRICTED | $7,500 | ||||
| MANNA FOOD BANK | |||||||||||
| 627 SWANNONOA RIVER ROAD | ASHEVILLE | NC | 28805 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | ||||
| MARA ELEPHANT PROJECT | |||||||||||
| 4000 W 106TH STREET | CARMEL | IN | 46032 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | ||||
| MARINER'S INN | |||||||||||
| 445 LEDYARD STREET | DETROIT | MI | 48201 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | ||||
| MARSHALL B KETCHUM UNIVERSITY | |||||||||||
| 2575 YORBA LINDA BOULEVARD | FULLERTON | CA | 92837 | NONE | 501(C)(3) | UNRESTRICTED | $7,500 | ||||
| MATTHEW 25 MINISTRIES | |||||||||||
| 11060 KENWOOD ROAD | BLUE ASH | OH | 45242 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | ||||
| MERCY ROAD NW | |||||||||||
| 9511 ANGOLA COURT | INDIANAPOLIS | IN | 46268 | NONE | 501(C)(3) | UNRESTRICTED | $2,000 | ||||
| MERCY SHIPS | |||||||||||
| PO BOX 2020 | LINDALE | TX | 75771 | NONE | 501(C)(3) | UNRESTRICTED | $7,500 | ||||
| MISSION OF MARY | |||||||||||
| 619 SILVER LANE | DAYTON | OH | 45410 | NONE | 501(C)(3) | UNRESTRICTED | $15,000 | ||||
| MOCKINGBIRD SOCIETY | |||||||||||
| 2100 24TH AVENUE SUITE 240 | SEATTLE | WA | 98144 | NONE | 501(C)(3) | UNRESTRICTED | $7,500 | ||||
| MOODY BIBLE INSTITUTE | |||||||||||
| 820 N LASALLE BOULEVARD | CHICAGO | IL | 60610 | NONE | 501(C)(3) | UNRESTRICTED | $333 | ||||
| MORNING DOVE THERAPEUTIC RIDING | |||||||||||
| 7444 W 96TH STREET | ZIONSVILLE | IN | 46077 | NONE | 501(C)(3) | UNRESTRICTED | $2,000 | ||||
| NOFA VT | |||||||||||
| 14 PLEASANT STREET | RICHMOND | VT | 05477 | NONE | 501(C)(3) | UNRESTRICTED | $10,000 | ||||
| NORTHSIDE FOOD PANTRY | |||||||||||
| 7700 N MERIDIAN STREET | INDIANAPOLIS | IN | 46260 | NONE | 501(C)(3) | UNRESTRICTED | $500 | ||||
| OHIO WILDERNESS BOYS CAMP | |||||||||||
| 44641 ZERGER QUARRY ROAD | SUMMERFIELD | OH | 43788 | NONE | 501(C)(3) | UNRESTRICTED | $500 | ||||
| OINKING ACRES | |||||||||||
| 8420 N COUNTY ROAD 650 E | BROWNSBURG | IN | 46112 | NONE | 501(C)(3) | UNRESTRICTED | $4,000 | ||||
| ONE FOR ISRAEL | |||||||||||
| 2405 MUSTANG DRIVE | GRAPEVINE | TX | 76051 | NONE | 501(C)(3) | UNRESTRICTED | $334 | ||||
| OUTSIDE IN | |||||||||||
| 1132 S W 13TH AVENUE | PORTLAND | OR | 97205 | NONE | 501(C)(3) | UNRESTRICTED | $25,000 | ||||
| PATACHOU FOUNDATION | |||||||||||
| 4565 MARCY LANE | INDIANAPOLIS | IN | 46205 | NONE | 501(C)(3) | UNRESTRICTED | $63,500 | ||||
| PAWSITIVE TAILS DOG RESCUE | |||||||||||
| 604 E HAROLD STREET | OLATHE | KS | 66061 | NONE | 501(C)(3) | UNRESTRICTED | $1,500 | ||||
| PILGRIM AFRICA | |||||||||||
| 115 N 85TH STREET STE 202 | SEATTLE | WA | 98103 | NONE | 501(C)(3) | UNRESTRICTED | $2,000 | ||||
| PINE MOUNTAIN BOYS ACADEMY | |||||||||||
| 736 US HIGHWAY 19 | MEANSVILLE | GA | 30256 | NONE | 501(C)(3) | UNRESTRICTED | $333 | ||||
| PLANNED PARENTHOOD | |||||||||||
| 200 S MERIDIAN STREET STE 400 | INDIANAPOLIS | IN | 46225 | NONE | 501(C)(3) | UNRESTRICTED | $7,500 | ||||
| PROJECT 4 PAWS | |||||||||||
| 105A THREE MILES ROAD | WILDER | KY | 41076 | NONE | 501(C)(3) | UNRESTRICTED | $500 | ||||
| PURDUE FOUNDATION | |||||||||||
| 403 WEST WOOD STREET | LAFAYETTE | IN | 47907 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | ||||
| RAGS TO RICHES | |||||||||||
| 10536 CULVER BOULEVARD | CULVER CITY | CA | 90232 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | ||||
| RILEY CHILDREN'S HOSPITAL | |||||||||||
| 30 S MERIDIAN STE 200 | INDIANAPOLIS | IN | 46204 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | ||||
| RUBY'S RAINBOWS | |||||||||||
| PO BOX 153095 | AUSTIN | TX | 78715 | NONE | 501(C)(3) | UNRESTRICTED | $7,500 | ||||
| SAMARITANS PURSE | |||||||||||
| PO BOX 3000 | BOONE | NC | 28607 | NONE | 501(C)(3) | UNRESTRICTED | $1,500 | ||||
| SECOND HELPINGS | |||||||||||
| 1121 SOUTHEASTERN AVENUE | INDIANAPOLIS | IN | 46202 | NONE | 501(C)(3) | UNRESTRICTED | $32,000 | ||||
| SERVE THE PEOPLE | |||||||||||
| 1206 E 17TH STREET | SANTA CLARA | CA | 92701 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | ||||
| SHEEP CARE AFRICA | |||||||||||
| 527 WING POINT | COLDWATER | MI | 49036 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | ||||
| SHEPHERD COMMUNITY CENTER | |||||||||||
| 4107 E WASHINGTON STREET | INDIANAPOLIS | IN | 46201 | NONE | 501(C)(3) | UNRESTRICTED | $6,000 | ||||
| SHROADER HIGH SCHOOL COMMUNITY SERVICE | |||||||||||
| 5030 DUCK CREEK ROAD | CINCINNATI | OH | 45227 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | ||||
| SIDEKICK FOUNDATION | |||||||||||
| 40000 W 106TH STREET SUITE 125-238 | CARMEL | IN | 46032 | NONE | 501(C)(3) | UNRESTRICTED | $7,500 | ||||
| SOMO | |||||||||||
| NONE | 501(C)(3) | UNRESTRICTED | $15,000 | BUILDING PERLA PACIFICO PREMIS | ELEVEN | PUNTARENAS | CS | ||||
| ST JUDES CHILDREN'S FOUNDATION | |||||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | ||||
| STRIDES FOR SUCCESS | |||||||||||
| 1350 TERRY DRIVE | PLAINFIELD | IN | 46168 | NONE | 501(C)(3) | UNRESTRICTED | $9,500 | ||||
| SYNERGY SERVICES | |||||||||||
| 400 EAST 6TH STREET | PARKVILLE | MO | 64152 | NONE | 501(C)(3) | UNRESTRICTED | $7,500 | ||||
| TEACH ONE TO LEAD ONE CENTRAL INDIANA | |||||||||||
| PO BOX 194 | CICERO | IN | 46034 | NONE | 501(C)(3) | UNRESTRICTED | $7,500 | ||||
| THE GOLDEN SCOOP | |||||||||||
| 9540 NALL AVE | OVERLADN PARK | KS | 66207 | NONE | 501(C)(3) | UNRESTRICTED | $8,500 | ||||
| THE MOUNTAINS COMMUNITY HOSPITAL FOUNDATION | |||||||||||
| PO BOX 1493 | LAKE ARROWHEAD | CA | 92352 | NONE | 501(C)(3) | UNRESTRICTED | $7,500 | ||||
| THE ORCHARD SCHOOL | |||||||||||
| 615 W 64TH STREET | INDIANAPOLIS | IN | 46260 | NONE | 501(C)(3) | UNRESTRICTED | $2,000 | ||||
| THE VILLAGES | |||||||||||
| 3833 N MERIDIAN STREET | INDIANAPOLIS | IN | 46208 | NONE | 501(C)(3) | UNRESTRICTED | $7,500 | ||||
| THICH NHAT HANH FOUNDATION | |||||||||||
| 2499 MERLU LANCE | ESCONDIDO | CA | 92026 | NONE | 501(C)(3) | UNRESTRICTED | $500 | ||||
| TOGETHER RISING | |||||||||||
| 800 W BROAD STREET 6409 | FALLS CHURCH | VA | 22040 | NONE | 501(C)(3) | UNRESTRICTED | $2,000 | ||||
| UNIVERSITY OF MICHIGAN | |||||||||||
| 2018 MLB | ANN ARBOR | MI | 48109 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | ||||
| UPDOWNA | |||||||||||
| PO BOX 309 | COLORADO SPRINGS | CO | 80910 | NONE | 501(C)(3) | UNRESTRICTED | $5,000 | ||||
| WASHINGTON TOWNSHIP SCHOOLS | |||||||||||
| 8550 WOODFIELD CROSSING BOULEVARD | INDIANAPOLIS | IN | 46264 | NONE | 501(C)(3) | UNRESTRICTED | $15,000 | ||||
| WATER PROJECT AFRICA CRU | |||||||||||
| 527 WING POINT | COLDWATER | MI | 49036 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | ||||
| WAVE | |||||||||||
| 1 AQUARIUM WAY | NEWPORT | KY | 41011 | NONE | 501(C)(3) | UNRESTRICTED | $10,000 | ||||
| WESTSIDE CHRISTIAN SCHOOL | |||||||||||
| 8610 W 10TH STREET | INDIANAPOLIS | IN | 46234 | NONE | 501(C)(3) | UNRESTRICTED | $500 | ||||
| WORLD FOOD PROGRAMS | |||||||||||
| 1750 H STREET NW SUITE 500 | WASHINGTON | DC | 20006 | NONE | 501(C)(3) | UNRESTRICTED | $10,000 | ||||
| YOUNG LIFE | |||||||||||
| 136 S 9TH STREET | NOBLESVILLE | IN | 46060 | NONE | 501(C)(3) | UNRESTRICTED | $500 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $540,500 | 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 | $39,399 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,921 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $66,320 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $66,320 | 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 | $600,834 | 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 | $16,986 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $16,986 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD HIGH YIELD CORPORATE FUND | $38,557 | $32,900 |
| VANGUARD LONG-TERM BOND INDEX FUND | $36,185 | $37,352 |
| VANGUARD SHORT-TERM CORPORATE FUND | $41,765 | $40,455 |
| INTER-TERM INVEST-GR ADM | $77,486 | $70,604 |
| SHORT-TERM BOND INDEX FUND ADM | $36,121 | $36,852 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD STRATEGIC EQUITY FUND | $35,430 | $72,692 |
| TOTAL INTL STOCK IX ADMIRAL | $44,280 | $70,118 |
| TOTAL STOCK MKT IDX ADM | $57,062 | $223,602 |
| WINDSOR II FUND ADM | $86,678 | $138,669 |
| VANGUARD US GROWTH FUND ADMIRAL | $57,655 | $135,605 |
| EXPLORER FUND INVESTOR | $27,418 | $47,139 |
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 | $764,170 | $764,170 |
| FEDERAL MONEY MARKET FUND | AT COST | $29,768 | $29,768 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSE | Desc |
| Revenue And Expenses Per Books | $2,544 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,544 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD PAYABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $47,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $26,457 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $26,457 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX | $153 | $153 | $0 | $0 |
| FEDERAL TAX | $803 | $0 | $0 | $803 |
Comments