KOCH FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- KOCH FOUNDATION INC (EIN 35-6023372)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-06-12
- IRS object ID
- 202401649349100700
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-06-12T03:58:46-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 356023372 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KOCH FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Robert L Koch II | InCareOfNm |
| Business Name Control | KOCH | BusinessNameControlTxt |
| Foreign Phone | 8124659668 | ForeignPhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S 11TH AVE | AddressLine1Txt |
| City | EVANSVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 477125020 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Susan E Parsons | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2024-06-12 | SignatureDt |
| 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 | $61,493,648 | 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 | $2,600,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $87,458 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $87,458 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $0 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $828,243 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $828,243 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $0 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $0 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $0 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $0 | GrossRentsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,619,444 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,242,493 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,619,444 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $0 | IncmModificationsAdjNetIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $0 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $5,135,145 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,535,145 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $0 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $0 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $51,374 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $51,374 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $0 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $14,961 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $14,961 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $0 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $0 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $0 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $0 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $66,335 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $66,335 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,897,162 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,897,162 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,963,497 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $66,335 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,897,162 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,171,648 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,468,810 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,426,911 | CashBOYAmt |
| Cash EOY | $682,806 | CashEOYAmt |
| Cash EOYFMV | $682,806 | CashEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| Corporate Stock BOY | $33,673,085 | CorporateStockBOYAmt |
| Corporate Stock EOY | $36,479,765 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $58,223,659 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,109,164 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,614,740 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,587,183 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $37,209,160 | TotalAssetsBOYAmt |
| Total Assets EOY | $39,777,311 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $61,493,648 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $0 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Grants Payable BOY | $0 | GrantsPayableBOYAmt |
| Grants Payable EOY | $0 | GrantsPayableEOYAmt |
| Deferred Revenue BOY | $0 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $0 | DeferredRevenueEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $33,653,118 | CapitalStockBOYAmt |
| Capital Stock EOY | $36,253,118 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $3,556,042 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $3,524,193 | AdditionalPaidInCapitalEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $37,209,160 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $39,777,311 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $37,209,160 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $39,777,311 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $37,209,160 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,171,648 | ExcessRevenueOverExpensesAmt |
| Other Increases | $402,669 | OtherIncreasesAmt |
| Subtotal | $39,783,477 | SubtotalAmt |
| Other Decreases | $6,166 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $39,777,311 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (46 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| Public Traded Securities | $15 | $0 | $15 | $0 | $0 |
| Public Traded Securities | $56,499 | $0 | $65,767 | -$9,268 | -$9,268 |
| Public Traded Securities | $59,401 | $0 | $63,297 | -$3,896 | -$3,896 |
| Public Traded Securities | $15 | $0 | $15 | $0 | $0 |
| Public Traded Securities | $15 | $0 | $15 | $0 | $0 |
| Public Traded Securities | $98,130 | $0 | $98,130 | $0 | $0 |
| Public Traded Securities | $14 | $0 | $14 | $0 | $0 |
| Public Traded Securities | $15 | $0 | $15 | $0 | $0 |
| Public Traded Securities | $14 | $0 | $14 | $0 | $0 |
| Public Traded Securities | $15 | $0 | $14 | $1 | $1 |
| Public Traded Securities | $15 | $0 | $15 | $0 | $0 |
| Public Traded Securities | $30 | $0 | $30 | $0 | $0 |
| Public Traded Securities | $95,938 | $0 | $95,938 | $0 | $0 |
| Public Traded Securities | $32,115 | $0 | $37,805 | -$5,690 | -$5,690 |
| Public Traded Securities | $8 | $0 | $1,234 | -$1,226 | -$1,226 |
| Public Traded Securities | $50,000 | $0 | $54,067 | -$4,067 | -$4,067 |
| Public Traded Securities | $27,323 | $0 | $0 | $27,323 | $27,323 |
| Public Traded Securities | $109,228 | $0 | $78,539 | $30,689 | $30,689 |
| Public Traded Securities | $16,581 | $0 | $28,640 | -$12,059 | -$12,059 |
| Public Traded Securities | $70,040 | $0 | $60,833 | $9,207 | $9,207 |
| Public Traded Securities | $173,341 | $0 | $119,068 | $54,273 | $54,273 |
| Public Traded Securities | $97,030 | $0 | $130,336 | -$33,306 | -$33,306 |
| Public Traded Securities | $40,841 | $0 | $20,713 | $20,128 | $20,128 |
| Public Traded Securities | $22,656 | $0 | $29,822 | -$7,166 | -$7,166 |
| Public Traded Securities | $53,244 | $0 | $179,446 | -$126,202 | -$126,202 |
| Public Traded Securities | $18,376 | $0 | $26,396 | -$8,020 | -$8,020 |
| Public Traded Securities | $27,105 | $0 | $69,177 | -$42,072 | -$42,072 |
| Public Traded Securities | $28,863 | $0 | $21,086 | $7,777 | $7,777 |
| Public Traded Securities | $88,103 | $0 | $91,270 | -$3,167 | -$3,167 |
| Public Traded Securities | $54,522 | $0 | $11,491 | $43,031 | $43,031 |
| Public Traded Securities | $57,002 | $0 | $40,694 | $16,308 | $16,308 |
| Public Traded Securities | $42,999 | $0 | $24,571 | $18,428 | $18,428 |
| Public Traded Securities | $33,053 | $0 | $33,340 | -$287 | -$287 |
| Public Traded Securities | $23,445 | $0 | $22,500 | $945 | $945 |
| Public Traded Securities | $38,732 | $0 | $26,223 | $12,509 | $12,509 |
| Public Traded Securities | $78,476 | $0 | $96,125 | -$17,649 | -$17,649 |
| Public Traded Securities | $192,963 | $0 | $182,828 | $10,135 | $10,135 |
| Public Traded Securities | $59,388 | $0 | $63,813 | -$4,425 | -$4,425 |
| Public Traded Securities | $139,667 | $0 | $151,773 | -$12,106 | -$12,106 |
| Public Traded Securities | $106,407 | $0 | $96,612 | $9,795 | $9,795 |
| Public Traded Securities | $3,690,039 | $0 | $4,009,883 | -$319,844 | -$319,844 |
| Public Traded Securities | $799,410 | $0 | $333,969 | $465,441 | $465,441 |
| Public Traded Securities | $301,129 | $0 | $218,790 | $82,339 | $82,339 |
| Public Traded Securities | $2,345,291 | $0 | $1,510,879 | $834,412 | $834,412 |
| Public Traded Securities | $815,000 | $0 | $336,390 | $478,610 | $478,610 |
| Public Traded Securities | $300,000 | $0 | $191,457 | $108,543 | $108,543 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,619,444 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $34,316 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $34,316 | SubtotalAmt |
| Tax Based On Investment Income | $34,316 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,961 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $19,961 | TotalPaymentsAndCreditsAmt |
| Tax Due | $14,355 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Individual With Books | Susan E Parsons | IndividualWithBooksNm |
| Phone | 8124659800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S 11TH AVE | AddressLine1Txt |
| City | EVANSVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 477125020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 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 |
|---|---|---|---|---|---|---|---|---|
| Robert L Koch II | ||||||||
| 14 S Eleventh Avenue | Evansville | IN | 47712 | President | 2.00 | $0 | $0 | $0 |
| Kevin R Koch | ||||||||
| 14 S Eleventh Avenue | Evansville | IN | 47712 | Vice President | 2.00 | $0 | $0 | $0 |
| James H Muehlbauer | ||||||||
| 14 S Eleventh Avenue | Evansville | IN | 47712 | Vice President | 2.00 | $0 | $0 | $0 |
| Susan E Parsons | ||||||||
| 14 S Eleventh Avenue | Evansville | IN | 47712 | Treasurer | 2.00 | $0 | $0 | $0 |
| Jennifer K Slade | ||||||||
| 14 S Eleventh Avenue | Evansville | IN | 47712 | Secretary | 5.00 | $0 | $0 | $0 |
| David M Koch | ||||||||
| 14 S Eleventh Avenue | Evansville | IN | 47712 | Director | 1.00 | $0 | $0 | $0 |
| Brad J Muehlbauer | ||||||||
| 14 S Eleventh Avenue | Evansville | IN | 47712 | Director | 1.00 | $0 | $0 | $0 |
| Steven A Church | ||||||||
| 14 S Eleventh Avenue | Evansville | IN | 47712 | Director | 1.00 | $0 | $0 | $0 |
| Glen J Muehlbauer | ||||||||
| 14 S Eleventh Avenue | Evansville | IN | 47712 | Director | 1.00 | $0 | $0 | $0 |
| Josh Gilberg | ||||||||
| 14 S Eleventh Avenue | Evansville | IN | 47712 | Director | 1.00 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N A | Description1Txt |
| Description2 | N A | Description2Txt |
| Description3 | N A | Description3Txt |
| Description4 | N A | Description4Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $55,711,558 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $264,635 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $55,976,193 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $55,976,193 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $839,643 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $55,136,550 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,756,828 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,756,828 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $34,316 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $0 | IncomeTaxAmt |
| Total Tax | $34,316 | TotalTaxAmt |
| Distributable Before Adj | $2,722,512 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,722,512 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,722,512 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,897,162 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,897,162 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,722,512 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $45,131 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,897,162 | QualifyingDistributionsAmt |
| Applied To Year1 | $45,131 | AppliedToYear1Amt |
| Applied To Current Year | $2,852,031 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $129,519 | RemainingDistriFromCorpusAmt |
| Total Corpus | $129,519 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | -$129,519 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $129,519 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | see statement | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 S 11th Ave | AddressLine1Txt |
| City | Evansville | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47712 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8124659800 | RecipientPhoneNum |
| Form And Info And Materials | see statement | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | see statement | SubmissionDeadlinesTxt |
| Restrictions On Awards | see statement | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (139 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Albion Fellows Bacon Foundation | |||||||
| P O Box 3164 | Evansville | IN | 47731 | No Relationship | PF | Charitable Operations | $5,000 |
| Alex and Ali Foundation Inc | |||||||
| 3834 Lomond Court | Greenwood | IN | 46143 | No Relationship | PF | Charitable Operations | $1,000 |
| Alliance for Catholic Urban Education | |||||||
| 1125 Madison Ave | Covington | KY | 41011 | No Relationship | PF | Charitable Operations | $1,000 |
| ALS | |||||||
| 2258 Weldon Pkwy | St Louis | MO | 63416 | No Relationship | PF | Charitable Operations | $1,000 |
| American Cancer Society | |||||||
| PO box 1685 | Atlanta | GA | 30301 | No Relationship | PF | Charitable Operations | $1,500 |
| American Foundation for Suicide Prevention | |||||||
| 14350 Mundy Frive 800 199 | Noblesville | IN | 46060 | No Relationship | PF | Charitable Operations | $250 |
| American Red Cross | |||||||
| 29 South Stockwell | Evansville | IN | 47714 | No Relationship | PF | Disaster Relief Capital Cam | $2,500 |
| Annunciation School at Christ the King | |||||||
| 3010 East Chandler Ave | Evansville | IN | 47714 | No Relationship | PF | Charitable Operations | $5,500 |
| Ark Crisis Prevention Nursery | |||||||
| 415 Lincoln Ave | Evansville | IN | 47713 | No Relationship | PF | Charitable Operations | $5,000 |
| Arts Council of Southwestern Indiana | |||||||
| 212 Main Street | Evansville | IN | 47708 | No Relationship | PF | Charitable Operations | $2,500 |
| Aurora | |||||||
| 1100 Lincoln Ave | Evansville | IN | 47714 | No Relationship | PF | Charitable Operations | $5,000 |
| Autism Evansville | |||||||
| PO Box 8052 | Evansville | IN | 47716 | No Relationship | PF | Charitable Operations | $2,000 |
| Big Brothers Big Sisters | |||||||
| 320 SE Martin Luther King | Evansville | IN | 47713 | No Relationship | PF | Charitable Operations | $5,000 |
| Boonville Band Sponsors | |||||||
| PO Box 101 | Boonville | IN | 47601 | No Relationship | PF | Charitable Operations | $50 |
| Boy Scouts of Am Buffalo Trace Council | |||||||
| 3501 E Lloyd Expressway | Evansville | IN | 47715 | No Relationship | PF | Charitable Operations | $2,500 |
| Boys Girls Club of Evansville | |||||||
| P O Box 4194 | Evansville | IN | 477244194 | No Relationship | PF | Charitable Operations | $5,000 |
| Cancer Pathways Midwest | |||||||
| 5740 Vogel Road | Evansville | IN | 47715 | No Relationship | PF | Charitable Operations | $10,000 |
| Carver Community Organization | |||||||
| 400 SE 8th Street | Evansville | IN | 47713 | No Relationship | PF | Charitable Operations | $8,500 |
| Castle Band Boosters Inc | |||||||
| PO Box 641 | Newburgh | IN | 47629 | No Relationship | PF | Charitable Operations | $14,000 |
| Castle High School | |||||||
| 3344 Hwy 261 | Newburgh | IN | 47630 | No Relationship | PF | Charitable Operations | $1,000 |
| Castle Youth Football League Inc | |||||||
| 4906 Lincoln Pointe Drive | Newburgh | IN | 47630 | No Relationship | PF | Charitable Operations | $1,500 |
| Catholic Charities Bureau | |||||||
| 2111 Stringtown Road | Evansville | IN | 47711 | No Relationship | PF | Charitable Operations | $548 |
| Catholic Diocese of Evansville | |||||||
| 4200 N Kentucky Ave | Evansville | IN | 47724 | No Relationship | PF | Charitable Operations | $21,250 |
| Cedarville Univesity | |||||||
| 251 N Main St | Cedarville | OH | 72022 | No Relationship | PF | Charitable Operations | $250 |
| Chandler Elementary School | |||||||
| 401 Jaycee Street | Chandler | IN | 47610 | No Relationship | PF | Charitable Operations | $1,795 |
| Congregations acting for Justice and Empowerment | |||||||
| PO Box 18172 | Evansville | IN | 47719 | No Relationship | PF | Charitable Operations | $1,500 |
| Corpus Christi Church School | |||||||
| 5528 Hogue Road | Evansville | IN | 47712 | No Relationship | PF | Charitable Operations | $2,500 |
| Deaconess Hospital Foundation | |||||||
| 600 Mary Street | Evansville | IN | 47710 | No Relationship | PF | Charitable Operations | $9,250 |
| Dream Center | |||||||
| PO Box 4793 | Evansville | IN | 47724 | No Relationship | PF | Charitable Operations | $40,000 |
| Easter Seals of Southwestern Indiana | |||||||
| 3701 Bellemeade Ave | Evansville | IN | 477140137 | No Relationship | PF | Capital Campaign | $105,000 |
| EB Feline Rehoming | |||||||
| PO box 25662 | Fort Wayne | IN | 46825 | No Relationship | PF | Charitable Operations | $1,000 |
| Equal Opportunity Schools | |||||||
| 130 Nickerson Street Suite 200 | Seattle | WA | 98109 | No Relationship | PF | Charitable Operations | $4,000 |
| Evansville African American Museum | |||||||
| 534 579 Lincoln Ave | Evansville | IN | 47712 | No Relationship | PF | Charitable Operations | $1,500 |
| Evansville Catholic Interparochial High Schools | |||||||
| 4200 N Kentucky Ave | Evansville | IN | 47711 | No Relationship | PF | Charitable Operations | $16,340 |
| Evansville Christian Life Center | |||||||
| 509 S Kentucky Ave | Evansville | IN | 47714 | No Relationship | PF | Capital Campaign | $5,000 |
| Evansville Day School | |||||||
| 3400 N Greenriver Rd | Evansville | IN | 47715 | No Relationship | PF | Charitable Operations | $5,000 |
| Evansville Museum of Arts Science | |||||||
| 411 S E Riverside Dr | Evansville | IN | 47713 | No Relationship | PF | Charitable Operations | $258,000 |
| Evansville P-47 Foundation Inc | |||||||
| 4825 North Spring Street | Evansville | IN | 47711 | No Relationship | PF | Charitable Operations | $25,000 |
| Evansville Parks Foundation | |||||||
| 6621 Hogue Rd | Evansville | IN | 47712 | No Relationship | PF | Charitable Operations | $5,200 |
| Evansville Police Department Foundation | |||||||
| P O Box 3114 | Evansville | IN | 47730 | No Relationship | PF | Charitable Operations | $2,500 |
| Evansville Rescue Mission | |||||||
| 300 SE Martin Luther King Jr Blvd | Evansville | IN | 47713 | No Relationship | PF | Charitable Operations | $100,000 |
| Evansville Zoological Society | |||||||
| 1545 Mesker Park Drive | Evansville | IN | 47720 | No Relationship | PF | Charitable Operations | $5,500 |
| Forefront Community Therapy Inc | |||||||
| 201 SE 4th St Ste E | Evansville | IN | 47713 | No Relationship | PF | Charitable Operations | $500 |
| Foundation for Better Health Inc | |||||||
| 420 Mulberyy Street | Evansville | IN | 47713 | No Relationship | PF | Charitable Operations | $20,000 |
| Good Shepherd Catholic School | |||||||
| 2301 N Stockwell Rd | Evansville | IN | 47715 | No Relationship | PF | Charitable Operations | $3,000 |
| Granted | |||||||
| 4445 Commerce St Suite 108 | Evansville | IN | 47710 | No Relationship | PF | Charitable Operations | $25,000 |
| Habitat for Humanity of Evansville | |||||||
| 1401 N Fares | Evansville | IN | 47711 | No Relationship | PF | Charitable Operations | $152,000 |
| HealthNetwork Foundation | |||||||
| 33 River Street | Chagrin Falls | OH | 44022 | No Relationship | PF | Charitable Operations | $4,000 |
| Henderson Area Arts Alliance | |||||||
| P O Box 234 | Henderson | KY | 42419 | No Relationship | PF | Charitable Operations | $5,000 |
| Henderson Community College | |||||||
| 2660 Green Street | Henderson | KY | 42420 | No Relationship | PF | Charitable Operations | $20,000 |
| Henderson County EDC Industrial Foundation | |||||||
| P O Box 874 | Henderson | KY | 42419 | No Relationship | PF | Charitable Operations | $20,000 |
| Henderson Economic Development | |||||||
| 207 N Elm Street | Henderson | KY | 42420 | No Relationship | PF | Charitable Operations | $20,000 |
| Henderson Lions Club | |||||||
| P O Box 842 | Henderson | KY | 42419 | No Relationship | PF | Charitable Operations | $500 |
| Henderson Rotary Club | |||||||
| PO Box 772514 | Henderson | KY | 42420 | No Relationship | PF | Charitable Operations | $500 |
| Holy Spirit Catholic School | |||||||
| 1760 South Lodge Ave | Evansville | IN | 47714 | No Relationship | PF | Charitable Operations | $5,000 |
| Hospitality and Outreach for Latin American | |||||||
| 318 Main Street STE 103 | Evansville | IN | 47708 | No Relationship | PF | Charitable Operations | $2,500 |
| IN Society of Pro Engineers Education Foundation | |||||||
| 2734 N 700 E | Franklin | IN | 46131 | No Relationship | PF | Charitable Operations | $1,500 |
| Indiana University | |||||||
| 601 East Kirkwood Avenue | Bloomington | IN | 47405 | No Relationship | PF | Scholarships | $2,000 |
| It Takes a Village Canine Rescue | |||||||
| 1417 N Stockwell Rd | Evansville | IN | 47715 | No Relationship | PF | Charitable Operations | $250 |
| IU Foundation Cancer Research | |||||||
| 535 Barnhill Drive | Indianapolis | IN | 46202 | No Relationship | PF | Charitable Operations | $7,500 |
| IU Health Foundation | |||||||
| 1633 N Capitol Ave Suite 1200 | Indianapolis | IN | 46202 | No Relationship | PF | Charitable Operations | $8,059 |
| IUPUI | |||||||
| PO Box 6020 | Indianapolis | IN | 46206 | No Relationship | PF | Scholarships | $2,000 |
| Junior Achievement - Henderson District | |||||||
| 1195 Wing Ave | Owensboro | KY | 42303 | No Relationship | PF | Charitable Operations | $10,500 |
| Junior Achievement | |||||||
| 100 NW 2nd Ave Suite 112 | Evansville | IN | 47708 | No Relationship | PF | Charitable Operations | $9,720 |
| Juvenile Diabetes Research Foundation | |||||||
| 120 Wall Street 19th Floor | New York | NY | 10005 | No Relationship | PF | Charitable Operations | $15,000 |
| Kennedy Krieger Institute | |||||||
| 707 N Broadway | Baltimore | MD | 21205 | No Relationship | PF | Charitable Operations | $200 |
| Kentucky Wesleyan College | |||||||
| 3000 Frederica Street | Owensboro | KY | 42301 | No Relationship | PF | Charitable Operations | $5,000 |
| Killgoar Foundation | |||||||
| 1953 Plymouth SE | Grand Rapids | MI | 49506 | No Relationship | PF | Charitable Operations | $1,097 |
| Koch Family Childrens Museum of Evansville | |||||||
| P O Box 122 | Evansville | IN | 47701 | No Relationship | PF | Capital Campaign | $257,060 |
| Lampion Center | |||||||
| 655 S Hebron Avenue | Evansville | IN | 47714 | No Relationship | PF | Charitable Operations | $2,500 |
| Marian Educational Outreach | |||||||
| 520 S Benninghof Ave | Evansville | IN | 47713 | No Relationship | PF | Charitable Operations | $7,500 |
| Mater Dei High School | |||||||
| 1300 Harmony Way | Evansville | IN | 47712 | No Relationship | PF | Charitable Operations | $3,500 |
| Montessori Academy | |||||||
| 4611 Adams Way | Evansville | IN | 47714 | No Relationship | PF | Charitable Operations | $2,500 |
| Mountain View Foundation | |||||||
| 3151 Sandy Plains Road | Marietta | GA | 30066 | No Relationship | PF | Charitable Operations | $53 |
| Navarro County United Way | |||||||
| PO Box 567 | Corsicana | TX | 75151 | No Relationship | PF | Charitable Operations | $11,386 |
| Nextech | |||||||
| 615 N Alabama St STE 300 | Indianapolis | IN | 46204 | No Relationship | PF | Charitable Operations | $7,500 |
| Norton Healthcare Foundation | |||||||
| 224 E Broadway 5th Fl | Louisville | KY | 40202 | No Relationship | PF | Charitable Operations | $2,000 |
| Peace Zone | |||||||
| 410 Mulberry Street | Evansville | IN | 47713 | No Relationship | PF | Charitable Operations | $2,500 |
| Plymouth Harbor Foundation | |||||||
| 700 John Ringling Blvd | Sarasota | FL | 34236 | No Relationship | PF | Charitable Operations | $250 |
| Potters Wheel | |||||||
| 333 Jefferson Avenue | Evansville | IN | 47713 | No Relationship | PF | Charitable Operations | $25,000 |
| Purdue University Foundation | |||||||
| 403 West Wood Street | West Lafayette | IN | 47907 | No Relationship | PF | Charitable Operations | $500 |
| Purdue University | |||||||
| 610 Purdue Mall | West Lafayette | IN | 479071060 | No Relationship | PF | Scholarships | $4,000 |
| Reitz Home Preservation Society | |||||||
| P O Box 1322 | Evansville | IN | 477061322 | No Relationship | PF | Charitable Operations | $1,000 |
| Reitz Memorial Catholic High School | |||||||
| 1500 Lincoln Avenue | Evansville | IN | 47714 | No Relationship | PF | Charitable Operations | $713,500 |
| Rice Independent School District | |||||||
| 1302 SW Mckinney Street | Rice | TX | 75155 | No Relationship | PF | Charitable Operations | $5,000 |
| Right to Life of Southwest Indiana | |||||||
| 20 NW Fourth St Suite 308 | Evansville | IN | 47708 | No Relationship | PF | Charitable Operations | $2,700 |
| Riley Hospital Foundation | |||||||
| 30 S Meridian St Suite 200 | Indianapolis | IN | 46204 | No Relationship | PF | Charitable Operations | $5,000 |
| Riverview Regional Medical Center | |||||||
| 600 S Third Street | Gadsden | AL | 35901 | No Relationship | PF | Charitable Operations | $375 |
| Ronald McDonald Charities | |||||||
| 3540 Washington Ave | Evansville | IN | 47714 | No Relationship | PF | Charitable Operations | $10,000 |
| Rotary Club of Evansville | |||||||
| PO Box 1131 | Evansville | IN | 47706 | No Relationship | PF | Charitable Operations | $1,000 |
| Salvation Army | |||||||
| PO Box 4055 | Evansville | ID | 47724 | No Relationship | PF | Charitable Operations | $1,000 |
| Salvation Army of Henderson | |||||||
| 1213 Washington Street | Henderson | KY | 42420 | No Relationship | PF | Charitable Operations | $5,000 |
| Santa Claus Museum | |||||||
| PO Box 1 | Santa Claus | IN | 47579 | No Relationship | PF | Charitable Operations | $1,000 |
| Scholarship America | |||||||
| PO Box 772514 | Detroit | MI | 482772514 | No Relationship | PF | Scholarships | $53,780 |
| Signature School Foundation | |||||||
| 610 Main Street | Evansville | IN | 47708 | No Relationship | PF | Capital Campaign | $19,400 |
| Siskin Rehabilitation Center | |||||||
| 529 Oak Street | Chattanooga | TN | 37403 | No Relationship | PF | Charitable Operations | $1,284 |
| Southwestern Foundation Inc | |||||||
| 415 Mulberry Street | Evansville | IN | 47713 | No Relationship | PF | Charitable Operations | $500 |
| St Benedict School | |||||||
| 530 South Harlan Avenue | Evansville | IN | 47714 | No Relationship | PF | Charitable Operations | $4,000 |
| St Jude Childrens Research Hospital | |||||||
| 501 St Jude Place | Memphis | TN | 38105 | No Relationship | PF | Charitable Operations | $280 |
| The Way of Rockport | |||||||
| 317 Main Street PO Box 506 | Rockport | IN | 476350506 | No Relationship | PF | Charitable Operations | $5,000 |
| University of Evansville | |||||||
| 1800 Lincoln Avenue | Evansville | IN | 47722 | No Relationship | PF | Charitable Operations | $1,100 |
| University of Kentucky | |||||||
| 128 Funkhouser Bldg | Lexington | KY | 40506 | No Relationship | PF | Scholarships | $4,000 |
| University of Louisville | |||||||
| 2211 South Brook Street | Louisville | KY | 40208 | No Relationship | PF | Scholarships | $2,000 |
| University of Notre Dame | |||||||
| 1100 Grace Hall | Notre Dame | IN | 465565612 | No Relationship | PF | Charitable Operations | $500 |
| USI Foundation | |||||||
| 8600 University Blvd | Evansville | IN | 47712 | No Relationship | PF | Charitable Operations | $3,400 |
| Vanderbilt University | |||||||
| 2301 Vanderbilt Place | Nashville | TN | 37240 | No Relationship | PF | Charitable Operations | $100 |
| Vanderburgh County 4H Council | |||||||
| 13301 Darmstadt Road Suite A | Evansville | IN | 47725 | No Relationship | PF | Charitable Operations | $4,000 |
| Vera Bradley Foundation for Breast Cancer | |||||||
| 12420 Stonebridge Road | Roanoke | IN | 46783 | No Relationship | PF | Charitable Operations | $2,500 |
| Welborn Baptist Hopital | |||||||
| 20 NW 3rd Street | Evansville | IN | 47708 | No Relationship | PF | Charitable Operations | $15,000 |
| Wesselman Woods Nature Preserve | |||||||
| 551 North Boeke Rd | Evansville | IN | 47711 | No Relationship | PF | Charitable Operations | $5,000 |
| Western Kentucky University | |||||||
| 1 Big Red Way | Bowling Green | KY | 42101 | No Relationship | PF | Scholarships | $2,000 |
| Whitfield Healthcare Foundation | |||||||
| PO Box 1168 | Dalton | GA | 30722 | No Relationship | PF | Charitable Operations | $1,200 |
| Williamson Medical Center Foundation | |||||||
| 4321 Carothers Parkway Suite 603 | Franklin | TN | 37067 | No Relationship | PF | Charitable Operations | $775 |
| YMCA of Southwestern Indiana | |||||||
| 222 NW 6th St | Evansville | IN | 47708 | No Relationship | PF | Charitable Operations | $10,000 |
| Young Life of Evansville | |||||||
| PO Box 4375 | Evansville | IN | 47724 | No Relationship | PF | Charitable Operations | $1,500 |
| Young Life of Newburgh | |||||||
| 5088 S Plaza Drive | Newburgh | IN | 47630 | No Relationship | PF | Charitable Operations | $1,400 |
| YWCA | |||||||
| 118 Vine Street | Evansville | IN | 47708 | No Relationship | PF | Charitable Operations | $1,000 |
| United Way of Greater St Louis | |||||||
| P O Box 14507 | St Louis | MO | 63178 | No Relationship | PF | Charitable Operations | $5,339 |
| Ascension St Vincent Foundation | |||||||
| 3700 Washington Avenue | Evansville | IN | 47750 | No Relationship | PC | Charitable Operations | $5,610 |
| Evansville Philharmonic Orchestra I | |||||||
| PO Box 84 | Evansville | IN | 47701 | No Relationship | PC | Charitable Operations | $20,000 |
| Evansville ARC Foundation | |||||||
| 615 W Virginia St | Evansville | IN | 47724 | No Relationship | PC | Charitable Operations | $250 |
| EVSC Foundation Inc | |||||||
| 951 Walnut St | Evansville | IN | 47713 | No Relationship | PC | Charitable Operations | $4,000 |
| Keep Evansville Beautiful | |||||||
| 223 Main Street | Evansville | IN | 47708 | No Relationship | PC | Charitable Operations | $10,000 |
| St John the Baptist School | |||||||
| 625 Frame Rd | Newburgh | IN | 47630 | No Relationship | PC | Charitable Operations | $5,000 |
| St Meinrad Archabbey School | |||||||
| 200 Hill Drive | St Meinrad | IN | 475771025 | No Relationship | PC | Charitable Operations | $200,250 |
| St Alphonsus Liguori Roman Catholic | |||||||
| 1870 W Oak St | Zionsville | IN | 46077 | No Relationship | PC | Charitable Operations | $1,500 |
| Susan G Komen Breast Cancer Foundat | |||||||
| 5005 LBJ Freeway Suite 370 | Dallas | TX | 75244 | No Relationship | PC | Charitable Operations | $2,500 |
| United Way of Bluegrass | |||||||
| 100 Midland Ave 300 | Lexington | KY | 40508 | No Relationship | PC | Charitable Operations | $260 |
| United Way of Central Indiana | |||||||
| P O Box 88409 | Indianapolis | IN | 46208 | No Relationship | PC | Charitable Operations | $1,170 |
| United Way of Henderson County | |||||||
| P O Box 1097 | Henderson | KY | 42419 | No Relationship | PC | Charitable Operations | $119,416 |
| United Way of Louisville KY | |||||||
| P O Box 4488 | Louisville | KY | 402040488 | No Relationship | PC | Charitable Operations | $3,040 |
| United Way of Metro Atlanta | |||||||
| 275 Pryor Street Southwest | Atlanta | GA | 30303 | No Relationship | PC | Charitable Operations | $2,790 |
| United Way of Metro Nashville | |||||||
| 250 Venture Circle | Nashville | TN | 37228 | No Relationship | PC | Charitable Operations | $422 |
| United Way of Morgan County | |||||||
| P O Box 1058 | Decatur | AL | 35602 | No Relationship | PC | Charitable Operations | $2,005 |
| United Way of Natrona County | |||||||
| P O Box 2046 | Casper | WY | 82602 | No Relationship | PC | Charitable Operations | $1,646 |
| United Way of Posey County | |||||||
| 2115 S Kimball St | Mount Vernon | IN | 47620 | No Relationship | PC | Charitable Operations | $1,000 |
| United Way of Southeastern Michigan | |||||||
| 3011 W Grand Blvd 500 | Detroit | MI | 48202 | No Relationship | PC | Charitable Operations | $7,150 |
| United Way of Southwestern Indiana | |||||||
| 210 Locust Street | Evansville | IN | 47708 | No Relationship | PC | Charitable Operations | $208,012 |
| Youth First Foundation Inc | |||||||
| 401 SE Sixth St | Evansville | IN | 47715 | No Relationship | PC | Charitable Operations | $52,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,897,162 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl (7 entries)
| Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
Membership Dues And Assmnt MembershipDuesAndAssmntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $87,458 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $828,243 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,619,444 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (5 entries)
| Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,535,145 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,535,145 | TotalIncomeProducingActyAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Bonds | BondNm |
| EOY Book Value | $2,614,740 | EOYBookValueAmt |
| EOYFMV | $2,587,183 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Stocks | StockNm |
| EOY Book Value | $36,479,765 | EOYBookValueAmt |
| EOYFMV | $58,223,659 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized loss | Desc |
| Amt | $6,166 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Adjust book value to actual based on investment statements | Desc |
| Amt | $402,669 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Fees | CategoryTxt |
| Amt | $51,374 | Amt |
| Net Investment Income | $51,374 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal Excise Tax | CategoryTxt |
| Amt | $14,961 | Amt |
| Net Investment Income | $14,961 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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