GAITHER CHARITABLE FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GAITHER CHARITABLE FOUNDATION INC (EIN 35-2020501)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-29
- IRS object ID
- 202403039349101215
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-29T13:45:55-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450491842 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLANKENSHIP CPA GROUP PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 WINNERS CIRCLE | AddressLine1Txt |
| City | BRENTWOOD | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37027 | 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 | 352020501 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GAITHER CHARITABLE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GAIT | BusinessNameControlTxt |
| Phone | 7657248278 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 737 | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GINA BRISCO | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 7657248278 | PhoneNum |
| Signature | 2024-11-15 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | C THOMAS BATES CPA | PreparerPersonNm |
| PTIN | P00443854 | PTIN |
| Phone | 6153733771 | PhoneNum |
| Preparation | 2024-10-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,075,880 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $200,684 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $200,684 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$164,297 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,944,673 | GrossSalesPriceAmt |
| Total Rev And Expnss | $36,387 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $200,684 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,425 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $58,616 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $58,616 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $637 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $637 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $62,678 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $59,253 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $371,420 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $371,420 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $434,098 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $59,253 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $371,420 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$397,711 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $141,431 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $102,982 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $28,137 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $28,137 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,615,716 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,044,237 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,044,237 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $3,506 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,506 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,506 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,722,204 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,075,880 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,075,880 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $1,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $1,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $6,722,204 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,074,880 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,722,204 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,074,880 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,722,204 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,075,880 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,722,204 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$397,711 | ExcessRevenueOverExpensesAmt |
| Other Increases | $751,387 | OtherIncreasesAmt |
| Subtotal | $7,075,880 | SubtotalAmt |
| Other Decreases | $1,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,074,880 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| UBS | P | 2023-10-31 | 2023-12-31 | $52,540 | $52,469 | $71 | $71 |
| UBS | P | 2021-09-01 | 2023-12-31 | $1,892,133 | $2,056,501 | -$164,368 | -$164,368 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$164,297 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $71 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,966 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,966 | SubtotalAmt |
| Tax Based On Investment Income | $1,966 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,907 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,907 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,941 | OverpaymentAmt |
| Applied To ES Tax | $3,941 | AppliedToESTaxAmt |
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 |
| 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 |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GINA BRISCO | IndividualWithBooksNm |
| Phone | 7657248278 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 737 | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46001 | 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 |
| 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 | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM J GAITHER | ||||||||
| PO BOX 737 | ALEXANDRIA | IN | 46001 | VICE PRESIDE | 10.00 | $0 | $0 | $0 |
| GLORIA L GAITHER | ||||||||
| PO BOX 737 | ALEXANDRIA | IN | 46001 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| BARRY W JENNINGS | ||||||||
| 5188 WADDELL HOLLOW ROAD | FRANKLIN | TN | 37064 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| GINA BRISCO | ||||||||
| PO BOX 737 | ALEXANDRIA | IN | 46001 | SECRETARY/TR | 20.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,848,573 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $44,301 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,892,874 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $6,892,874 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $103,393 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,789,481 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $339,474 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $339,474 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,966 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,966 | TotalTaxAmt |
| Distributable Before Adj | $337,508 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $337,508 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $337,508 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $371,420 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $371,420 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $337,508 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $136,991 | UndistributedIncomePYAmt |
| Qualifying Distributions | $371,420 | QualifyingDistributionsAmt |
| Applied To Year1 | $136,991 | AppliedToYear1Amt |
| Applied To Current Year | $234,429 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $103,079 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM J GAITHER | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GINA BRISCO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 737 | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7657248278 | RecipientPhoneNum |
| Form And Info And Materials | NO PREDETERMINED FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (49 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| ALEXANDRIA EAGLES 1771 | |||||||||
| 217 CLEVELAND ST | ALEXANDRIA | IN | 46001 | N/A | PUBLIC CHAR | GOLF OUTING SPONSOR | $640 | ||
| ALEXANDRIA CHURCH OF NAZARENE | |||||||||
| 1401 S HARRISON ST | ALEXANDRIA | IN | 46001 | N/A | CHURCH | GUATEMALA MISSIONS TRIP | $1,000 | ||
| ALEXANDRIA COMMUNITY CENTER | |||||||||
| 315 HARRISON ST | ALEXANDRIA | IN | 46001 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $2,500 | ||
| ALEXANDRIA COMMUNITY CENTER | |||||||||
| 315 HARRISON ST | ALEXANDRIA | IN | 46001 | N/A | PUBLIC CHARI | SWEET BIDDINGS | $1,500 | ||
| ALEXANDRIA ELK LODGE | |||||||||
| 1810 S HARRISON ST | ALEXANDRIA | IN | 46001 | N/A | PUBLIC CHARI | GOLFIN' FOR CANCER | $340 | ||
| ALEXANDRIA HISTORICAL SOCIETY | |||||||||
| 313 N HARRISON ST | ALEXANDRIA | IN | 46001 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $2,000 | ||
| ALEXANDRIA MAIN STREET | |||||||||
| 25 FAIRWAY DR | ALEXANDRIA | IN | 46001 | N/A | PUBLIC CHARI | GOLD SPONSOR GOLF TOURNAMENT | $500 | ||
| ALEXANDRIA TOY DRIVE | |||||||||
| 804 S PARK AVE | ALEXANDRIA | IN | 46001 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $1,000 | ||
| ALEXANDRIA TOY DRIVE | |||||||||
| 804 S PARK AVE | ALEXANDRIA | IN | 46001 | N/A | PUBLIC CHAR | HOLE SPONSOR POET GOLF TOURN | $100 | ||
| ALTERNATIVES INC | |||||||||
| PO BOX 1302 | ANDERSON | IN | 46015 | N/A | PUBLIC CHARI | GOLF TOURNAMENT SPONSOR | $500 | ||
| ALTERNATIVES INC | |||||||||
| PO BOX 1302 | ANDERSON | IN | 46001 | N/A | PUBLIC CHAR | GOLF TOURNAMENT SPONSOR | $500 | ||
| ANDERSON CHRISTIAN CENTER | |||||||||
| 625 MAIN STREET | ANDERSON | IN | 46016 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $3,000 | ||
| ANDERSON PREPAATORY ACADEMY | |||||||||
| 101 W 29TH ST | ANDERSON | IN | 46016 | N/A | SCHOOL | GENERAL SUPPORT | $5,000 | ||
| ANDERSON SYMPHONY ORCHESTRA | |||||||||
| PO BOX 741 | ANDERSON | IN | 46015 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $15,000 | ||
| ANDERSON UNIVERSITY | |||||||||
| 1100 E 5TH STREET | ANDERSON | IN | 46012 | N/A | UNIVERSITY | GENERAL SUPPORT | $180,000 | ||
| BOY SCOUTS OF AMERICA | |||||||||
| 7125 FALL CREEK RD N | INDIANAPOLIS | IN | 46256 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $1,000 | ||
| CHURCH ST COMMONS | |||||||||
| 204 W CHURCH ST | ALEXANDRIA | IN | 46001 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $5,000 | ||
| COMM HOSP ANDERSON FNDN | |||||||||
| 1515 N MADISON AVE | ANDERSON | IN | 46011 | N/A | PUBLICH CHAR | COMM CHEFS APRON SPONSORSHIP | $6,000 | ||
| DELTA THETA TAU | |||||||||
| 202 E JOHN ST | ALEXANDRIA | IN | 46001 | N/A | PUBLIC CHARI | GOLF OUTING - TIFFANY KEY MEM | $200 | ||
| DOWNTOWN INDY | |||||||||
| 111 MONUMENT AVE | INDIANAPOLIS | IN | 46204 | NONE | PUBLIC CHAR | RICHARD LUGAR MEMORIAL | $1,000 | STE 250 | |
| EFCA DONOR SERVICES | |||||||||
| 901 EAST 78TH ST | MINNEAPOLIS | MN | 55420 | N/A | PUBLIC CHAR | LEVI LAMBERJACK | $500 | ||
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||||
| 1201 W MCGALLIARD | MUNCIE | IN | 47304 | N/A | PUBLIC CHARI | HOLE SPONSORSHIP | $200 | ||
| FIRST CHOICE FOR WOMEN | |||||||||
| 3020 OAKWOOD AVE | MUNCIE | IN | 47304 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $1,000 | ||
| HIGHER LEVEL SPORTS CAMP | |||||||||
| 648 N PENDLETON AVE | PENDLETON | IN | 46064 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $3,000 | ||
| INDIANA BANDITS INC | |||||||||
| PO BOX 156 | GREENFIELD | IN | 46140 | N/A | PUBLIC CHAR | GENERAL SUPPORT | $250 | ||
| INDIANA UNIVERSITY CONFERENCES | |||||||||
| PO BOX 6212 | INDIANAPOLIS | IN | 46206 | N/A | PUBLIC CHARI | WOMEN IN TECH SPONSORSHIP | $1,000 | ||
| KEVIN'S KIDS | |||||||||
| PO BOX 1477 | RUSSELL SPRINGS | KY | 42642 | N/A | PUBLIC CHAR | GENERAL SUPPORT | $5,000 | FIRST BAPTIST CHURCH | |
| LEADERSHIP ACADEMY MADISON CNTY | |||||||||
| 1100 E 5TH ST | ANDERSON | IN | 46012 | N/A | SCHOOL | GENERAL SUPPORT | $2,500 | ||
| LEADERSHIP ACADEMY MADISON CNTY | |||||||||
| 1100 E 5TH ST | ANDERSON | IN | 46012 | N/A | SCHOOL | JR PROGRAM | $5,000 | ||
| LIBERTY CHRISTIAN SCHOOL | |||||||||
| 2323 COLUMBUS AVE | ANDERSON | IN | 46016 | N/A | SCHOOL | GENERAL SUPPORT | $25,000 | ||
| MADISON CNTY CHAPLAINCY PROGRAM | |||||||||
| PO BOX 171 | ANDERSON | IN | 46017 | N/A | PUBLIC CHARI | SANTIAGO SCRAMBLE | $100 | ||
| MADISON CNTY COMMUNITY FNDN | |||||||||
| 911 MERIDIAN ST | ANDERSON | IN | 46016 | N/A | PUBLIC CHARI | WOMEN IN PHILANTHROPY | $1,000 | ||
| MADISON CNTY COMMUNITY FNDN | |||||||||
| 911 MERIDIAN ST | ANDERSON | IN | 46016 | N/A | PUBLIC CHAR | SCHOLARSHIP ACCOUNT | $30,000 | ||
| MADISON CNTY SPECIAL OLYMPICS | |||||||||
| 1100 E 5TH ST | ANDERSON | IN | 46012 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $3,000 | ||
| MAN 4 MAN MINISTRIES | |||||||||
| 415 MAIN ST | ANDERSON | IN | 46016 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $10,500 | ||
| MEALS ON WHEELS INC | |||||||||
| 708 E MICHIGAN ST | INDIANAPOLIS | IN | 46202 | N/A | PUBLIC CHAR | BINGO BASH | $1,200 | ||
| OPERATION LOVE | |||||||||
| PO BOX 917 | ANDERSON | IN | 46015 | N/A | PUBLIC CHARI | TASTY TABLE SPONSOR | $500 | ||
| ORANGEHAUS MUSIC | |||||||||
| 1100 E 5TH ST | ANDERSON | IN | 46012 | N/A | SCHOOL | SCHOLARSHIP | $1,390 | ANDERSON UNIVERSITY | |
| ORANGEHAUS MUSIC | |||||||||
| 1100 E 5TH ST | ANDERSON | IN | 46012 | N/A | SCHOOL | SOMNIUM | $500 | ANDERSON UNIVERSITY | |
| OUTFITTERS INC | |||||||||
| 880 S PENDLETON AVE | PENDLETON | IN | 46064 | N/A | PUBLIC CHARI | GALA 2023 | $1,000 | PO BOX 164 | |
| OUTFITTERS INC | |||||||||
| 880 S PENDLETON AVE | PENDLETON | IN | 46064 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $1,000 | PO BOX 164 | |
| SECOND HARVEST FOOD BANK | |||||||||
| 6621 N OLD SR 3 | MUNCIE | IN | 47303 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $10,000 | ||
| ST VINCENT ANDERSON REG FNDN | |||||||||
| 2015 JACKSON ST | ANDERSON | IN | 46016 | N/A | PUBLIC CHARI | KIDS CLASSIC | $1,500 | ||
| THE BECK FOUNDATION | |||||||||
| 6767 E 276TH ST | ATLANTA | IN | 46031 | N/A | FOUNDATION | SILVER SPONSORSHIP | $500 | ||
| UNITED WAY OF MADISON CNTY | |||||||||
| 205 W 11TH ST | ANDERSON | IN | 46016 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $2,000 | ||
| US DREAM ACADEMY | |||||||||
| 8807 COLESVILLE RD | SILVER SPRING | MD | 20910 | N/A | SCHOOL | GENERAL SUPPORT | $10,000 | 5TH FLOOR | |
| WHEELER MISSION | |||||||||
| 205 E NEW YORK ST | INDIANAPOLIS | IN | 46204 | N/A | PUBLIC CHAR | RICK & JULIE ALVIS LEGACY FUND | $25,000 | ||
| WOMEN OF PHILANTHROPY | |||||||||
| 911 MERIDIAN ST | ANDERSON | IN | 460161484 | N/A | PUBLIC CHARI | GENERAL SUPPORT | $1,000 | MADISON COUNTY COMMUNITY FNDN | |
| YOUTH LEADERSHIP ACADEMY OF | |||||||||
| 1100 E 5TH ST | ANDERSON | IN | 46012 | N/A | SCHOOL | YLA DANCE MARATHON | $1,000 | MADISON COUNTY | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $371,420 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $200,684 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$164,297 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $200,684 | ExclusionAmt |
| Related Or Exempt Function Incm | -$164,297 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $36,387 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 10 | LineNumberTxt |
| Relationship Statement | SUPPORTS FOUNDATION'S CHARITABLE AND EDUCATIONAL MISSION | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND TAX SERVICES | CategoryTxt |
| Amt | $3,425 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | UBS INVESTMENTS | StockNm |
| EOY Book Value | $7,044,237 | EOYBookValueAmt |
| EOYFMV | $7,044,237 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTERCOMPANY RECEIVABLE | Desc |
| BOY Book Value | $3,506 | BOYBookValueAmt |
| EOY Book Value | $3,506 | EOYBookValueAmt |
| EOYFMV | $3,506 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUAL TO CASH CONVERSION | Desc |
| Amt | $1,000 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN MARKET VALUE OF INV | Desc |
| Amt | $751,387 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCOUNTS PAYABLE | Desc |
| EOY Book Value | $1,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $58,616 | Amt |
| Net Investment Income | $58,616 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN INCOME TAX ON DIVIDENDS | CategoryTxt |
| Amt | $637 | Amt |
| Net Investment Income | $637 | NetInvestmentIncomeAmt |
Comments