SIEMER INSTITUTE: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
SIEMER INSTITUTE (EIN 81-4859121)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-10-29
IRS object ID
202403039349302850
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-10-29T16:17:13-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN202122306PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GBQ PARTNERS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1230 WEST STREET SUITE 700AddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43215ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN814859121EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SIEMER INSTITUTEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSIEMBusinessNameControlTxt
Phone6142514000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11234 EAST BROAD STREETAddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP432051405ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSCOTT HEITKAMPPersonNm
Person TitleASST TREASURERPersonTitleTxt
Phone6142514000PhoneNum
Signature2024-10-28SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKATHY M MOSELEYPreparerPersonNm
PTINP00116760PTIN
Phone6142211120PhoneNum
Preparation2024-10-28PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSCOTT HEITKAMPPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11234 EAST BROAD STREETAddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP432051405ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$10,636,467GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2017FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionSEE SCHEDULE O.ActivityOrMissionDesc
Voting Members Governing Body5VotingMembersGoverningBodyCnt
Voting Members Independent3VotingMembersIndependentCnt
Total Employee2TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$6,270,000PYContributionsGrantsAmt
CY Contributions Grants$10,029,935CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$340,682PYInvestmentIncomeAmt
CY Investment Income$319,995CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$6,610,682PYTotalRevenueAmt
CY Total Revenue$10,349,930CYTotalRevenueAmt
PY Grants And Similar Paid$4,593,500PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$15,294,000CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$351,281PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$579,037CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$324,775PYOtherExpensesAmt
CY Other Expenses$216,331CYOtherExpensesAmt
PY Total Expenses$5,269,556PYTotalExpensesAmt
CY Total Expenses$16,089,368CYTotalExpensesAmt
PY Revenues Less Expenses$1,341,126PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$5,739,438CYRevenuesLessExpensesAmt
Total Assets BOY$14,723,038TotalAssetsBOYAmt
Total Assets EOY$20,804,216TotalAssetsEOYAmt
Total Liabilities BOY$3,329,472TotalLiabilitiesBOYAmt
Total Liabilities EOY$14,009,017TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$11,393,566NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$6,795,199NetAssetsOrFundBalancesEOYAmt
MissionTHE SIEMER INSTITUTE WILL ENHANCE EDUCATIONAL OPPORTUNITIES FOR SCHOOL-AGED CHILDREN BY PREVENTING FAMILY HOMELESSNESS AND REDUCING SCHOOL INSTABILITY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$15,967,341ExpenseAmt
Grant$15,294,000GrantAmt
Revenue$0RevenueAmt
DescSOCIAL SERVICESDesc
Total Program Service Expenses$15,967,341TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document5IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee2EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members5GoverningBodyVotingMembersCnt
Independent Voting Member3IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE COLUMBUS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6142514000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11234 EAST BROAD STREETAddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP432051405ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtKey EmployeeKeyEmployeeInd
BARBARA SIEMER
CHAIR/DIRECTOR1.50Yes (X)Yes (X)$0$0$0
ELIZABETH SIEMER
PRESIDENT & VICE CHAIR/DIR1.50Yes (X)Yes (X)$0$0$0
TANNY CRANE
VICE PRESIDENT/DIRECTOR1.50Yes (X)Yes (X)$0$0$0
DOUGLAS F KRIDLER
SECRETARY/DIRECTOR1.50Yes (X)Yes (X)$0$574,139$105,94550.00
SCOTT G HEITKAMP
TREASURER/DIRECTOR2.00Yes (X)Yes (X)$0$305,028$63,46950.00
KIMBERLY A HABASH DORNIDEN
PRESIDENT & NATIONAL DIR.50.00$192,165$0$17,633Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$192,165TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$879,167TotReportableCompRltdOrgAmt
Total Other Compensation$187,047TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Related Organizations$10,005,010RelatedOrganizationsAmt
Government Grants$24,925GovernmentGrantsAmt
Total Contributions$10,029,935TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$301,062TotalRevenueColumnAmt
Exclusion$301,062ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$305,470SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$286,537SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$18,933SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$18,933TotalRevenueColumnAmt
Exclusion$18,933ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$10,349,930TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$319,995ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$15,294,000TotalAmt
Program Services$15,294,000ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$209,798TotalAmt
Program Services$178,328ProgramServicesAmt
Management And General$31,470ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$260,019TotalAmt
Program Services$221,016ProgramServicesAmt
Management And General$39,003ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$29,652TotalAmt
Program Services$25,204ProgramServicesAmt
Management And General$4,448ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$47,117TotalAmt
Program Services$40,050ProgramServicesAmt
Management And General$7,067ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$32,451TotalAmt
Program Services$27,583ProgramServicesAmt
Management And General$4,868ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$55,000TotalAmt
Program Services$46,750ProgramServicesAmt
Management And General$8,250ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$6,008TotalAmt
Program Services$5,107ProgramServicesAmt
Management And General$901ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$3,000TotalAmt
Management And General$3,000ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$116,445TotalAmt
Program Services$98,978ProgramServicesAmt
Management And General$17,467ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$10,941TotalAmt
Program Services$9,300ProgramServicesAmt
Management And General$1,641ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$5,807TotalAmt
Program Services$4,936ProgramServicesAmt
Management And General$871ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$9,692TotalAmt
Program Services$8,238ProgramServicesAmt
Management And General$1,454ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$6,324TotalAmt
Program Services$5,375ProgramServicesAmt
Management And General$949ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$214TotalAmt
Program Services$182ProgramServicesAmt
Management And General$32ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
PAYROLL PROCESSING FEE$2,030$1,725$305
UWCO ADMIN FEE$500$425$75
FILING FEE$200$200
MEMBERSHIP DUES$170$144$26

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$16,089,368TotalAmt
Program Services$15,967,341ProgramServicesAmt
Management And General$122,027ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$6,814,480BOYAmt
EOY$11,503,697EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,100BOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
EOY$65,552EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$7,906,458BOYAmt
EOY$9,234,967EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$14,723,038BOYAmt
EOY$20,804,216EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$19,972BOYAmt
EOY$69,017EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$3,309,500BOYAmt
EOY$13,940,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,329,472BOYAmt
EOY$14,009,017EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$11,393,566BOYAmt
EOY$6,795,199EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$11,393,566BOYAmt
EOY$6,795,199EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$14,723,038BOYAmt
EOY$20,804,216EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$5,739,438ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,141,071NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consol And Sep Basis Fincl StmtYes (X)ConsolAndSepBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit Committee0AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
IRS Written DeterminationYes (X)IRSWrittenDeterminationInd
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1THE COLUMBUS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN316044264EIN
Organization Type8OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$55,000SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$55,000SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$11,491,001TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,141,071NetUnrealizedGainsInvstAmt
Revenue Not Reported$1,141,071RevenueNotReportedAmt
Revenue Subtotal$10,349,930RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$10,349,930TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$16,089,368TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$16,089,368ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$16,089,368TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE INSTITUTE IS RECOGNIZED AS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, THEREFORE, HAS MADE NO PROVISION FOR FEDERAL, STATE, OR LOCAL INCOME TAX IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE INSTITUTE HAS ADOPTED THE PROVISIONS OF THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) RELATING TO UNCERTAIN TAX POSITIONS. MANAGEMENT HAS REVIEWED ITS CURRENT AND PAST INCOME TAX POSITIONS AND HAS DETERMINED, BASED ON CLEAR AND UNAMBIGUOUS TAX LAW AND REGULATIONS, THAT THE TAX POSITIONS TAKEN ARE CERTAIN AND THAT THERE IS NO LIKELIHOOD THAT A MATERIAL TAX ASSESSMENT WOULD BE MADE IF THE RESPECTIVE GOVERNMENT AGENCY EXAMINED TAX RETURNS SUBJECT TO AUDIT. ACCORDINGLY, NO PROVISION FOR THE EFFECTS OF UNCERTAIN TAX POSITIONS HAS BEEN RECORDED.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (161 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
CAPITAL AREA UNITED WAY
700 LAUREL STBATON ROUGELA70802720447100501C3$14,000$0SOCIAL SERVICES
CAPITAL AREA UNITED WAY
700 LAUREL STBATON ROUGELA70802720447100501C3$140,000$0SOCIAL SERVICES
GREATER TWIN CITIES UNITED WAY
404 S 8TH STMINNEAPOLISMN55404411973442501C3$20,000$0SOCIAL SERVICES
GREATER TWIN CITIES UNITED WAY
404 S 8TH STMINNEAPOLISMN55404411973442501C3$50,000$0SOCIAL SERVICES
GREATER TWIN CITIES UNITED WAY
404 S 8TH STMINNEAPOLISMN55404411973442501C3$300,000$0SOCIAL SERVICES
HEART OF FLORIDA UNITED WAY
1940 CANNERY WAYORLANDOFL32804590808854501C3$17,500$0SOCIAL SERVICES
HEART OF FLORIDA UNITED WAY
1940 CANNERY WAYORLANDOFL32804590808854501C3$175,000$0SOCIAL SERVICES
METRO UNITED WAY INC
334 EAST BROADWAY PO BOX 4488LOUISVILLEKY402040488610444680501C3$25,000$0SOCIAL SERVICES
METRO UNITED WAY INC
334 EAST BROADWAY PO BOX 4488LOUISVILLEKY402040488610444680501C3$250,000$0SOCIAL SERVICES
MILE HIGH UNITED WAY INC
PO BOX 5547DENVERCO802179425840404235501C3$10,000$0SOCIAL SERVICES
MILE HIGH UNITED WAY INC
PO BOX 5547DENVERCO802179425840404235501C3$50,000$0SOCIAL SERVICES
MILE HIGH UNITED WAY INC
PO BOX 5547DENVERCO802179425840404235501C3$100,000$0SOCIAL SERVICES
ORANGE COUNTY UNITED WAY
18012 MITCHELL SOUTHIRVINECA92614330047994501C3$35,000$0SOCIAL SERVICES
ORANGE COUNTY UNITED WAY
18012 MITCHELL SOUTHIRVINECA92614330047994501C3$50,000$0SOCIAL SERVICES
ORANGE COUNTY UNITED WAY
18012 MITCHELL SOUTHIRVINECA92614330047994501C3$350,000$0SOCIAL SERVICES
PHYSICIANS CARECONNECTION
1390 DUBLIN RDCOLUMBUSOH43215311373719501C3$10,000$0SOCIAL SERVICES
PHYSICIANS CARECONNECTION
1390 DUBLIN RDCOLUMBUSOH43215311373719501C3$200,000$0SOCIAL SERVICES
PIKES PEAK UNITED WAY
518 N NEVADA AVECOLORADO SPRINGSCO80903840511799501C3$10,000$0SOCIAL SERVICES
PIKES PEAK UNITED WAY
518 N NEVADA AVECOLORADO SPRINGSCO80903840511799501C3$50,000$0SOCIAL SERVICES
PIKES PEAK UNITED WAY
518 N NEVADA AVECOLORADO SPRINGSCO80903840511799501C3$100,000$0SOCIAL SERVICES
SALVATION ARMY (CENTRAL OHIO)
966 E MAIN STCOLUMBUSOH43205135562351501C3$66,666$0SOCIAL SERVICES
SALVATION ARMY (CENTRAL OHIO)
966 E MAIN STCOLUMBUSOH43205135562351501C3$66,667$0SOCIAL SERVICES
SALVATION ARMY (CENTRAL OHIO)
966 E MAIN STCOLUMBUSOH43205135562351501C3$66,667$0SOCIAL SERVICES
TRIDENT UNITED WAY
6296 RIVERS AVE STE 200NORTH CHARLESTONSC29406570314378501C3$100,000$0SOCIAL SERVICES
TULSA AREA UNTIED WAY
1430 S BOULDER AVETULSAOK74119730580283501C3$55,000$0SOCIAL SERVICES
UNITED WAY ARKANSAS
PO BOX 3257LITTLE ROCKAR72203710329790501C3$10,000$0SOCIAL SERVICES
UNITED WAY ARKANSAS
PO BOX 3257LITTLE ROCKAR72203710329790501C3$100,000$0SOCIAL SERVICES
UNITED WAY BAY AREA
550 KEARNY STREET SUITE 1000SAN FRANCISCOCA94108941312348501C3$30,000$0SOCIAL SERVICES
UNITED WAY BAY AREA
550 KEARNY STREET SUITE 1000SAN FRANCISCOCA94108941312348501C3$300,000$0SOCIAL SERVICES
UNITED WAY CALIFORNIA CAPITAL REGION
10389 OLD PLACERVILLE RDSACRAMENTOCA95827941225382501C3$10,000$0SOCIAL SERVICES
UNITED WAY CALIFORNIA CAPITAL REGION
10389 OLD PLACERVILLE RDSACRAMENTOCA95827941225382501C3$50,000$0SOCIAL SERVICES
UNITED WAY CALIFORNIA CAPITAL REGION
10389 OLD PLACERVILLE RDSACRAMENTOCA95827941225382501C3$100,000$0SOCIAL SERVICES
UNITED WAY CENTRAL ALABAMA
PO BOX 320189BIRMINGHAMAL35232630288846501C3$10,000$0SOCIAL SERVICES
UNITED WAY CENTRAL ALABAMA
PO BOX 320189BIRMINGHAMAL35232630288846501C3$100,000$0SOCIAL SERVICES
UNITED WAY CENTRAL INDIANA
2955 N MERIDIAN ST STE 300INDIANAPOLISIN46208351007590501C3$30,000$0SOCIAL SERVICES
UNITED WAY CENTRAL INDIANA
2955 N MERIDIAN ST STE 300INDIANAPOLISIN46208351007590501C3$300,000$0SOCIAL SERVICES
UNITED WAY CENTRAL IOWA
1111 9TH STREET 100DES MOINESIA50314420680425501C3$10,000$0SOCIAL SERVICES
UNITED WAY CENTRAL IOWA
1111 9TH STREET 100DES MOINESIA50314420680425501C3$100,000$0SOCIAL SERVICES
UNITED WAY CHICAGO
333 S WABASH AVE 30TH FLOORCHICAGOIL60614300200478501C3$35,000$0SOCIAL SERVICES
UNITED WAY CHICAGO
333 S WABASH AVE 30TH FLOORCHICAGOIL60614300200478501C3$350,000$0SOCIAL SERVICES
UNITED WAY CLEVELAND
1331 EUCLID AVENUECLEVELANDOH44115346516654501C3$35,000$0SOCIAL SERVICES
UNITED WAY CONNECTICUT
30 LAUREL STREETHARTFORDCT06106060646653501C3$10,000$0SOCIAL SERVICES
UNITED WAY CONNECTICUT
30 LAUREL STREETHARTFORDCT06106060646653501C3$50,000$0SOCIAL SERVICES
UNITED WAY CONNECTICUT
30 LAUREL STREETHARTFORDCT06106060646653501C3$100,000$0SOCIAL SERVICES
UNITED WAY DALLAS
1800 NORTH LAMARDALLASTX75202756005352501C3$20,000$0SOCIAL SERVICES
UNITED WAY DALLAS
1800 NORTH LAMARDALLASTX75202756005352501C3$50,000$0SOCIAL SERVICES
UNITED WAY DALLAS
1800 NORTH LAMARDALLASTX75202756005352501C3$200,000$0SOCIAL SERVICES
UNITED WAY DANE COUNTY
2059 ATWOOD AVENUEMADISONWI53704390817532501C3$15,000$0SOCIAL SERVICES
UNITED WAY DANE COUNTY
2059 ATWOOD AVENUEMADISONWI53704390817532501C3$150,000$0SOCIAL SERVICES
UNITED WAY DAYTON AREA
33 W 1ST ST STE 500DAYTONOH45402310536658501C3$15,000$0SOCIAL SERVICES
UNITED WAY FOR GREATER AUSTIN
5930 MIDDLE FISKVILLE RD 5TH FLAUSTINTX78752741193439501C3$15,000$0SOCIAL SERVICES
UNITED WAY FOR GREATER AUSTIN
5930 MIDDLE FISKVILLE RD 5TH FLAUSTINTX78752741193439501C3$40,000$0SOCIAL SERVICES
UNITED WAY FOR GREATER AUSTIN
5930 MIDDLE FISKVILLE RD 5TH FLAUSTINTX78752741193439501C3$50,000$0SOCIAL SERVICES
UNITED WAY FOR GREATER AUSTIN
5930 MIDDLE FISKVILLE RD 5TH FLAUSTINTX78752741193439501C3$150,000$0SOCIAL SERVICES
UNITED WAY HEART OF WEST MICHIGAN
118 COMMERCE AVE SWGRAND RAPIDSMI495034106381360923501C3$150,000$0SOCIAL SERVICES
UNITED WAY HOUSTON
50 WAUGH DRIVEHOUSTONTX77007741167964501C3$10,000$0SOCIAL SERVICES
UNITED WAY HOUSTON
50 WAUGH DRIVEHOUSTONTX77007741167964501C3$100,000$0SOCIAL SERVICES
UNITED WAY LEE COUNTY
7273 CONCOURSE DRFORT MYERSFL33908591005169501C3$10,000$0SOCIAL SERVICES
UNITED WAY LEE COUNTY
7273 CONCOURSE DRFORT MYERSFL33908591005169501C3$100,000$0SOCIAL SERVICES
UNITED WAY LONG ISLAND
819 GRAND BOULEVARDDEER PARKNY11729116042392501C3$12,500$0SOCIAL SERVICES
UNITED WAY LONG ISLAND
819 GRAND BOULEVARDDEER PARKNY11729116042392501C3$125,000$0SOCIAL SERVICES
UNITED WAY LOS ANGELES
1150 S OLIVE ST SUITE T500LOS ANGELESCA90015952274801501C3$30,000$0SOCIAL SERVICES
UNITED WAY LOS ANGELES
1150 S OLIVE ST SUITE T500LOS ANGELESCA90015952274801501C3$300,000$0SOCIAL SERVICES
UNITED WAY METROPOLITAN TARRANT COUNTY
201 N RUPERT ST STE 107FORT WORTHTX76107750858360501C3$10,000$0SOCIAL SERVICES
UNITED WAY METROPOLITAN TARRANT COUNTY
201 N RUPERT ST STE 107FORT WORTHTX76107750858360501C3$100,000$0SOCIAL SERVICES
UNITED WAY MIAMI
3250 SW THIRD AVENUEMIAMIFL331292712590830840501C3$10,000$0SOCIAL SERVICES
UNITED WAY MIAMI
3250 SW THIRD AVENUEMIAMIFL331292712590830840501C3$100,000$0SOCIAL SERVICES
UNITED WAY MID-SOUTH
1005 TILLMAN STREETMEMPHISTN38112561010742501C3$10,000$0SOCIAL SERVICES
UNITED WAY MID-SOUTH
1005 TILLMAN STREETMEMPHISTN38112561010742501C3$100,000$0SOCIAL SERVICES
UNITED WAY NORTHEAST FLORIDA
40 E ADAMS ST STE 200JACKSONVILLEFL32202590637825501C3$10,000$0SOCIAL SERVICES
UNITED WAY NORTHEAST FLORIDA
40 E ADAMS ST STE 200JACKSONVILLEFL32202590637825501C3$100,000$0SOCIAL SERVICES
UNITED WAY OF BROWARD COUNTY
1300 S ANDREWS AVE ANSIN BUILDINGFT LAUDERDALEFL33316590624402501C3$14,000$0SOCIAL SERVICES
UNITED WAY OF BROWARD COUNTY
1300 S ANDREWS AVE ANSIN BUILDINGFT LAUDERDALEFL33316590624402501C3$280,000$0SOCIAL SERVICES
UNITED WAY OF BUFFALO & ERIE COUNTY
742 DELAWARE AVENUEBUFFALONY14209160743969501C3$10,000$0SOCIAL SERVICES
UNITED WAY OF BUFFALO & ERIE COUNTY
742 DELAWARE AVENUEBUFFALONY14209160743969501C3$150,000$0SOCIAL SERVICES
UNITED WAY OF CENTRAL MARYLAND
PO BOX 64282BALTIMOREMD212644282520591543501C3$10,000$0SOCIAL SERVICES
UNITED WAY OF CENTRAL MARYLAND
PO BOX 64282BALTIMOREMD212644282520591543501C3$100,000$0SOCIAL SERVICES
UNITED WAY OF CENTRAL NEW MEXICO
PO BOX 25147ALBUQUERQUENM87125850277138501C3$10,000$0SOCIAL SERVICES
UNITED WAY OF CENTRAL NEW MEXICO
PO BOX 25147ALBUQUERQUENM87125850277138501C3$50,000$0SOCIAL SERVICES
UNITED WAY OF CENTRAL NEW MEXICO
PO BOX 25147ALBUQUERQUENM87125850277138501C3$100,000$0SOCIAL SERVICES
UNITED WAY OF CENTRAL OHIO INC
PO BOX 951571CLEVELANDOH44193314393712501C3$20,000$0SOCIAL SERVICES
UNITED WAY OF CENTRAL OHIO INC
PO BOX 951571CLEVELANDOH44193314393712501C3$25,000$0SOCIAL SERVICES
UNITED WAY OF CENTRAL OHIO INC
PO BOX 951571CLEVELANDOH44193314393712501C3$50,000$0SOCIAL SERVICES
UNITED WAY OF CENTRAL OHIO INC
PO BOX 951571CLEVELANDOH44193314393712501C3$50,000$0SOCIAL SERVICES
UNITED WAY OF CENTRAL OHIO INC
PO BOX 951571CLEVELANDOH44193314393712501C3$150,000$0SOCIAL SERVICES
UNITED WAY OF CENTRAL OHIO INC
PO BOX 951571CLEVELANDOH44193314393712501C3$150,000$0SOCIAL SERVICES
UNITED WAY OF CENTRAL OHIO INC
PO BOX 951571CLEVELANDOH44193314393712501C3$200,000$0SOCIAL SERVICES
UNITED WAY OF CENTRAL OHIO INC
PO BOX 951571CLEVELANDOH44193314393712501C3$350,000$0SOCIAL SERVICES
UNITED WAY OF CENTRAL OHIO INC
PO BOX 951571CLEVELANDOH44193314393712501C3$350,000$0SOCIAL SERVICES
UNITED WAY OF CENTRAL OHIO INC
PO BOX 951571CLEVELANDOH44193314393712501C3$500,000$0SOCIAL SERVICES
UNITED WAY OF FORSYTH COUNTY
301 N MAIN ST STE 1700WINSTONSALEMNC27101237357234501C3$15,000$0SOCIAL SERVICES
UNITED WAY OF FORSYTH COUNTY
301 N MAIN ST STE 1700WINSTONSALEMNC27101237357234501C3$150,000$0SOCIAL SERVICES
UNITED WAY OF GREATER ATLANTA
40 COURTLAND ST NE STE 300ATLANTAGA30303580566194501C3$60,000$0SOCIAL SERVICES
UNITED WAY OF GREATER ATLANTA
40 COURTLAND ST NE STE 300ATLANTAGA30303580566194501C3$600,000$0SOCIAL SERVICES
UNITED WAY OF GREATER CHARLOTTE
PO BOX 890685CHARLOTTENC28289560529948501C3$15,000$0SOCIAL SERVICES
UNITED WAY OF GREATER CHARLOTTE
PO BOX 890685CHARLOTTENC28289560529948501C3$225,000$0SOCIAL SERVICES
UNITED WAY OF GREATER CINCINNATI
2400 READING ROADCINCINNATIOH452021458310537502501C3$25,000$0SOCIAL SERVICES
UNITED WAY OF GREATER CINCINNATI
2400 READING ROADCINCINNATIOH452021458310537502501C3$50,000$0SOCIAL SERVICES
UNITED WAY OF GREATER GREENSBORO
1500 YANCEYVILLE STREETGREENSBORONC27405560668555501C3$10,000$0SOCIAL SERVICES
UNITED WAY OF GREATER GREENSBORO
1500 YANCEYVILLE STREETGREENSBORONC27405560668555501C3$100,000$0SOCIAL SERVICES
UNITED WAY OF GREATER KANSAS CITY
801 WEST 47TH STREET SUITE 500KANSAS CITYMO64112440545812501C3$25,000$0SOCIAL SERVICES
UNITED WAY OF GREATER KANSAS CITY
801 WEST 47TH STREET SUITE 500KANSAS CITYMO64112440545812501C3$50,000$0SOCIAL SERVICES
UNITED WAY OF GREATER KANSAS CITY
801 WEST 47TH STREET SUITE 500KANSAS CITYMO64112440545812501C3$250,000$0SOCIAL SERVICES
UNITED WAY OF GREATER MILWAUKEE AND
225 WEST VINE STREETMILWAUKEEWI53212390806190501C3$15,000$0SOCIAL SERVICES
UNITED WAY OF GREATER MILWAUKEE AND
225 WEST VINE STREETMILWAUKEEWI53212390806190501C3$200,000$0SOCIAL SERVICES
UNITED WAY OF GREATER NASHVILLE
250 VENTURE CIRCLENASHVILLETN37228620533104501C3$40,000$0SOCIAL SERVICES
UNITED WAY OF GREATER NASHVILLE
250 VENTURE CIRCLENASHVILLETN37228620533104501C3$400,000$0SOCIAL SERVICES
UNITED WAY OF GREATER TOLEDO
424 JACKSON STTOLEDOOH436041410344427947501C3$15,000$0SOCIAL SERVICES
UNITED WAY OF KING COUNTY
720 2ND AVESEATTLEWA98104910565555501C3$15,000$0SOCIAL SERVICES
UNITED WAY OF KING COUNTY
720 2ND AVESEATTLEWA98104910565555501C3$200,000$0SOCIAL SERVICES
UNITED WAY OF MASSACHUSETTS BAY
PO BOX 412866BOSTONMA022412866042382233501C3$27,500$0SOCIAL SERVICES
UNITED WAY OF MASSACHUSETTS BAY
PO BOX 412866BOSTONMA022412866042382233501C3$275,000$0SOCIAL SERVICES
UNITED WAY OF NORTHERN UTAH
2955 HARRISON BLVD STE 201OGDENUT84403870224251501C3$10,000$0SOCIAL SERVICES
UNITED WAY OF NORTHERN UTAH
2955 HARRISON BLVD STE 201OGDENUT84403870224251501C3$100,000$0SOCIAL SERVICES
UNITED WAY OF PIERCE COUNTY
1501 PACIFIC AVE STE 400TACOMAWA98402910650669501C3$12,500$0SOCIAL SERVICES
UNITED WAY OF PIERCE COUNTY
1501 PACIFIC AVE STE 400TACOMAWA98402910650669501C3$125,000$0SOCIAL SERVICES
UNITED WAY OF RHODE ISLAND
50 VALLEY STREETPROVIDENCERI02909050276059501C3$55,000$0SOCIAL SERVICES
UNITED WAY OF SAN ANTONIO AND BEXAR
PO BOX 898SAN ANTONIOTX78205741272381501C3$25,000$0SOCIAL SERVICES
UNITED WAY OF SAN ANTONIO AND BEXAR
PO BOX 898SAN ANTONIOTX78205741272381501C3$250,000$0SOCIAL SERVICES
UNITED WAY OF SOUTEAST LOUISIANA
2515 CANAL STNEW ORLEANSLA70119720471369501C3$10,500$0SOCIAL SERVICES
UNITED WAY OF SOUTEAST LOUISIANA
2515 CANAL STNEW ORLEANSLA70119720471369501C3$105,000$0SOCIAL SERVICES
UNITED WAY OF SOUTH CENTRAL MICHIGAN
709 SOUTH WESTNEDGE AVENUEKALAMAZOOMI49007381359193501C3$130,000$0SOCIAL SERVICES
UNITED WAY OF SOUTH HAMPTON ROADS
2515 WALMER AVENORFOLKVA23513540506322501C3$10,000$0SOCIAL SERVICES
UNITED WAY OF SOUTH HAMPTON ROADS
2515 WALMER AVENORFOLKVA23513540506322501C3$100,000$0SOCIAL SERVICES
UNITED WAY OF THE GREATER TRIANGLE
800 PARK OFFICES DRRESEARCH TRIANGLENC27709561949103501C3$15,000$0SOCIAL SERVICES
UNITED WAY OF THE GREATER TRIANGLE
800 PARK OFFICES DRRESEARCH TRIANGLENC27709561949103501C3$150,000$0SOCIAL SERVICES
UNITED WAY OF THE MIDLANDS (COLUMBIA)
1818 BLANDING STCOLUMBIASC29201570314396501C3$25,000$0SOCIAL SERVICES
UNITED WAY OF THE MIDLANDS (COLUMBIA)
1818 BLANDING STCOLUMBIASC29201570314396501C3$50,000$0SOCIAL SERVICES
UNITED WAY OF THE MIDLANDS (COLUMBIA)
1818 BLANDING STCOLUMBIASC29201570314396501C3$50,000$0SOCIAL SERVICES
UNITED WAY OF THE MIDLANDS (COLUMBIA)
1818 BLANDING STCOLUMBIASC29201570314396501C3$375,000$0SOCIAL SERVICES
UNITED WAY OF THE MIDLANDS (OMAHA)
2201 FARNAM STOMAHANE68102470376605501C3$10,000$0SOCIAL SERVICES
UNITED WAY OF THE MIDLANDS (OMAHA)
2201 FARNAM STOMAHANE68102470376605501C3$100,000$0SOCIAL SERVICES
UNITED WAY OF TREASURE VALLEY
PO BOX 16330BOISEID83715820299013501C3$18,000$0SOCIAL SERVICES
UNITED WAY OF TREASURE VALLEY
PO BOX 16330BOISEID83715820299013501C3$50,000$0SOCIAL SERVICES
UNITED WAY OF TREASURE VALLEY
PO BOX 16330BOISEID83715820299013501C3$180,000$0SOCIAL SERVICES
UNITED WAY OKLAHOMA
1444 NW 28TH STREETOKLAHOMA CITYOK73101730589829501C3$7,500$0SOCIAL SERVICES
UNITED WAY OKLAHOMA
1444 NW 28TH STREETOKLAHOMA CITYOK73101730589829501C3$75,000$0SOCIAL SERVICES
UNITED WAY PHILADELPHIA
1800 JFK BLVD SUITE 1200PHILADELPHIAPA19103231556045501C3$20,000$0SOCIAL SERVICES
UNITED WAY RICHMOND
7814 CAROUSEL LN 400RICHMONDVA23294237375346501C3$15,000$0SOCIAL SERVICES
UNITED WAY RICHMOND
7814 CAROUSEL LN 400RICHMONDVA23294237375346501C3$150,000$0SOCIAL SERVICES
UNITED WAY SALT LAKE
257 EAST 200 SOUTH SUITE 300SALT LAKE CITYUT84111870227091501C3$10,000$0SOCIAL SERVICES
UNITED WAY SALT LAKE
257 EAST 200 SOUTH SUITE 300SALT LAKE CITYUT84111870227091501C3$100,000$0SOCIAL SERVICES
UNITED WAY SOUTHEASTERN MICHIGAN
3011 W GRAND BLVD STE 500DETROITMI48202203099071501C3$10,000$0SOCIAL SERVICES
UNITED WAY SOUTHEASTERN MICHIGAN
3011 W GRAND BLVD STE 500DETROITMI48202203099071501C3$100,000$0SOCIAL SERVICES
UNITED WAY SOUTHWESTERN PENNSYLVANIA
1011 OLD SALEM ROADGREENSBURGPA15601251043578501C3$10,000$0SOCIAL SERVICES
UNITED WAY SOUTHWESTERN PENNSYLVANIA
1011 OLD SALEM ROADGREENSBURGPA15601251043578501C3$100,000$0SOCIAL SERVICES
UNITED WAY ST LOUIS
910 NORTH 11TH STREETST LOUISMO63101430714167501C3$15,000$0SOCIAL SERVICES
UNITED WAY ST LOUIS
910 NORTH 11TH STREETST LOUISMO63101430714167501C3$150,000$0SOCIAL SERVICES
UNITED WAY SUNCOAST INC
TAMPA BAY OFFICE 5201 W KENNEDYTAMPAFL336091820593725701501C3$30,000$0SOCIAL SERVICESBLVD SUITE 600
UNITED WAY SUNCOAST INC
TAMPA BAY OFFICE 5201 W KENNEDYTAMPAFL336091820593725701501C3$50,000$0SOCIAL SERVICESBLVD SUITE 600
UNITED WAY SUNCOAST INC
TAMPA BAY OFFICE 5201 W KENNEDYTAMPAFL336091820593725701501C3$300,000$0SOCIAL SERVICESBLVD SUITE 600
UNITED WAY TUCSON AND SOUTHERN AZ
PO BOX 86750TUCSONAZ85754860098932501C3$10,000$0SOCIAL SERVICES
UNITED WAY TUCSON AND SOUTHERN AZ
PO BOX 86750TUCSONAZ85754860098932501C3$100,000$0SOCIAL SERVICES
VALLEY OF THE SUN UNITED WAY
3200 E CAMELBACK RD SUITE 375PHOENIXAZ85018860104419501C3$15,000$0SOCIAL SERVICES
VALLEY OF THE SUN UNITED WAY
3200 E CAMELBACK RD SUITE 375PHOENIXAZ85018860104419501C3$150,000$0SOCIAL SERVICES
YMCA OF THE USA
101 N WACKER DRIVECHICAGOIL60606363258696501C3$20,000$0SOCIAL SERVICES
YMCA OF THE USA
101 N WACKER DRIVECHICAGOIL60606363258696501C3$60,000$0SOCIAL SERVICES
YMCA OF THE USA
101 N WACKER DRIVECHICAGOIL60606363258696501C3$120,000$0SOCIAL SERVICES
YMCA OF THE USA
101 N WACKER DRIVECHICAGOIL60606363258696501C3$120,000$0SOCIAL SERVICES
YMCA OF THE USA
101 N WACKER DRIVECHICAGOIL60606363258696501C3$120,000$0SOCIAL SERVICES
YMCA OF THE USA
101 N WACKER DRIVECHICAGOIL60606363258696501C3$120,000$0SOCIAL SERVICES
FieldValueIRS element (for citing)
Total501c3 Org72Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationGRANTS ARE MADE AT THE RECOMMENDATION OF BOARD MEMBERS AND GRANT APPLICANTS SUBMIT PROPOSALS THAT ARE REVIEWED BY THE BOARD AND THEN REPORTS ARE SUBMITTED BY THE RECIPIENT ORGANIZATION AT THE END OF THE GRANT PERIOD.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
DOUGLAS F KRIDLER
SECRETARY/DIRECTOR$0$524,139$0$50,000$0$0$0$83,000$0$22,945$0$680,084$0$0
SCOTT G HEITKAMP
TREASURER/DIRECTOR$0$305,028$0$0$0$0$0$33,000$0$30,469$0$368,497$0$0
KIMBERLY A HABASH DORNIDEN
PRESIDENT & NATIONAL DIR.$172,165$0$20,000$0$0$0$13,598$0$4,035$0$209,798$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION:THE SIEMER INSTITUTE WILL ENHANCE EDUCATIONAL OPPORTUNITIES FOR SCHOOL-AGED CHILDREN BY PREVENTING FAMILY HOMELESSNESS AND REDUCING SCHOOL INSTABILITY.
FORM 990, PART VI, SECTION A, LINE 2BARBARA J. SIEMER IS THE MOTHER OF ELIZABETH M. SIEMER.
FORM 990, PART VI, SECTION B, LINE 11BTO FACILITATE THE TIMELY FILING OF THE FORM 990, THE RETURN IS NOT REVIEWED PRIOR TO ITS FILING BY ALL TRUSTEES. THE RETURN IS, HOWEVER, AVAILABLE FOR REVIEW AT THE NEXT REGULARLY SCHEDULED BOARD MEETING AS APPLICABLE. THE RETURN IS ALSO POSTED TO A SECURE PORTAL FOR VIEWING, AND THE RETURN IS ALSO AVAILABLE UPON REQUEST.
FORM 990, PART VI, SECTION B, LINE 12CANNUALLY, TRUSTEES ARE REQUIRED, IN WRITING, TO CONFIRM BOTH THEIR UNDERSTANDING OF THE FOUNDATION'S CONFLICT OF INTEREST POLICY, AND THAT HE/SHE IS IN COMPLIANCE WITH IT.
FORM 990, PART VI, SECTION B, LINE 15THE PRESIDENT & NATIONAL DIRECTOR'S COMPENSATION IS DETERMINED BY THE INSTITUTE CHAIR. ADDITIONALLY, THE INSTITUTE'S TRUSTEES ANNUALLY APPROVE AN OPERATING BUDGET WHICH INCLUDES THE COMPENSATION OF THE INSTITUTE'S DIRECTOR AND EMPLOYEES.
FORM 990, PART VI, SECTION C, LINE 18THE ORGANIZATION'S FORMS 1023 AND 990 ARE AVAILABLE UPON REQUEST. FURTHER, THE ORGANIZATION'S FORM 990 IS AVAILABLE AT WWW.GUIDESTAR.ORG
FORM 990, PART VI, SECTION C, LINE 19THIS ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990 PART XII, LINE 2CTHE ORGANIZATION DOES NOT HAVE A FORMAL COMMITTEE WITH SPECIFIC DUTIES TO OVERSEE THE AUDIT AND THE SELECTION OF THE INDEPENDENT ACCOUNTANT. HOWEVER, THE FOUNDATION'S FINANCIAL STATEMENTS ARE REVIEWED BY THE ENTIRE BOARD OF TRUSTEES EITHER AT A FORMAL BOARD MEETING, OR BY MEANS OF AN "ACTIONS WITHOUT A MEETING", OR THEY ARE DISTRIBUTED TO THE BOARD OF TRUSTEES VIA E-MAIL OR MAIL WITHOUT A FORMAL BOARD MEETING OR "ACTIONS WITHOUT A MEETING". AN OFFICER OF THE FOUNDATION, EITHER THE TREASURER OR ASSISTANT TREASURER, PRESENTS OR E-MAILS OR MAILS THE AUDITED FINANCIAL STATEMENTS. SIMILARLY, ANY DISCUSSION REGARDING THE SELECTION AND RETENTION OF THE INDEPENDENT ACCOUNTANT IS DONE AT THE BOARD LEVEL. THESE PROCESSES REMAIN UNCHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (29 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
THE COLUMBUS FOUNDATION
1234 EAST BROAD STREETCOLUMBUSOH432051405316044264GRANTMAKINGOH501C3LINE 8N/A0
COMMUNITY FOUNDATIONS INC
1234 EAST BROAD STREETCOLUMBUSOH432051405311197385GRANTMAKINGOH501C3LINE 8N/A0
BATTELLE CHARITIES
1234 EAST BROAD STREETCOLUMBUSOH432051405311772342GRANTMAKINGOH501C3LINE 12A, TYPE 10THE COLUMBUS FOUNDATION
CENTRAL BENEFITS HEALTH CARE FOUNDATION
1234 EAST BROAD STREETCOLUMBUSOH432051405311502517GRANTMAKINGOH501C3LINE 12A, TYPE 10THE COLUMBUS FOUNDATION
COLUMBUS YOUTH FOUNDATION
1234 EAST BROAD STREETCOLUMBUSOH432051405316034435GRANTMAKINGOH501C3LINE 12A, TYPE 10THE COLUMBUS FOUNDATION
COMMUNITY GIFTS FOUNDATION
1234 EAST BROAD STREETCOLUMBUSOH432051405311606919GRANTMAKINGOH501C3LINE 12A, TYPE 10THE COLUMBUS FOUNDATION
CRANE FAMILY FOUNDATION
1234 EAST BROAD STREETCOLUMBUSOH432051405412138379GRANTMAKINGOH501C3LINE 12A, TYPE 10THE COLUMBUS FOUNDATION
THE WILLIAM H DAVIS DOROTHY M DAVIS AND WILLIAM C DAVIS FOUNDATION
1234 EAST BROAD STREETCOLUMBUSOH432051405311372548GRANTMAKINGOH501C3LINE 12A, TYPE 10THE COLUMBUS FOUNDATION
BORROR FAMILY FOUNDATION
1234 EAST BROAD STREETCOLUMBUSOH432051405200523484GRANTMAKINGOH501C3LINE 12A, TYPE 10THE COLUMBUS FOUNDATION
THE PAUL G DUKE FOUNDATION INC
1234 EAST BROAD STREETCOLUMBUSOH432051405311045339GRANTMAKINGOH501C3LINE 12A, TYPE 10THE COLUMBUS FOUNDATION
THE FG FOUNDATION
1234 EAST BROAD STREETCOLUMBUSOH432051405010552288GRANTMAKINGOH501C3LINE 12A, TYPE 10THE COLUMBUS FOUNDATION
JOHN B & DARETH GERLACH FOUNDATION
1234 EAST BROAD STREETCOLUMBUSOH432051405311487829GRANTMAKINGOH501C3LINE 12A, TYPE 10THE COLUMBUS FOUNDATION
THE JOHN J & PAULINE GERLACH FOUNDATION
1234 EAST BROAD STREETCOLUMBUSOH432051405311453633GRANTMAKINGOH501C3LINE 12A, TYPE 10THE COLUMBUS FOUNDATION
GREER FOUNDATION
1234 EAST BROAD STREETCOLUMBUSOH432051405311438583GRANTMAKINGOH501C3LINE 12A, TYPE 10THE COLUMBUS FOUNDATION
HINSON FAMILY TRUST
1234 EAST BROAD STREETCOLUMBUSOH432051405316653583GRANTMAKINGOH501C3LINE 12A, TYPE 10THE COLUMBUS FOUNDATION
INGRAM-WHITE CASTLE FOUNDATION
1234 EAST BROAD STREETCOLUMBUSOH432051405316051433GRANTMAKINGOH501C3LINE 12A, TYPE 10THE COLUMBUS FOUNDATION
ISABELLE RIDGWAY FOUNDATION
1234 EAST BROAD STREETCOLUMBUSOH432051405821962568GRANTMAKINGOH501C3LINE 12A, TYPE 10THE COLUMBUS FOUNDATION
KIDD FAMILY FOUNDATION
1234 EAST BROAD STREETCOLUMBUSOH432051405311631547GRANTMAKINGOH501C3LINE 12A, TYPE 10COMMUNITY FOUNDATIONS INC
L BRANDS FOUNDATION
1234 EAST BROAD STREETCOLUMBUSOH432051405311387703GRANTMAKINGOH501C3LINE 12A, TYPE 10THE COLUMBUS FOUNDATION
THE MARSH FAMILY FOUNDATION
1234 EAST BROAD STREETCOLUMBUSOH432051405311364161GRANTMAKINGOH501C3LINE 12A, TYPE 10THE COLUMBUS FOUNDATION
THE JOHN H MCCONNELL FOUNDATION
1234 EAST BROAD STREETCOLUMBUSOH432051405311253999GRANTMAKINGOH501C3LINE 12A, TYPE 10THE COLUMBUS FOUNDATION
MEUSE FAMILY FOUNDATION
1234 EAST BROAD STREETCOLUMBUSOH432051405260017844GRANTMAKINGOH501C3LINE 12A, TYPE 10THE COLUMBUS FOUNDATION
MORITZ FAMILY FOUNDATION
1234 EAST BROAD STREETCOLUMBUSOH432051405320100273GRANTMAKINGOH501C3LINE 12A, TYPE 10THE COLUMBUS FOUNDATION
ROUSH FAMILY FOUNDATION
1234 EAST BROAD STREETCOLUMBUSOH432051405311677576GRANTMAKINGOH501C3LINE 12A, TYPE 10THE COLUMBUS FOUNDATION
THE SHACKELFORD FAMILY FOUNDATION
1234 EAST BROAD STREETCOLUMBUSOH432051405311418621GRANTMAKINGOH501C3LINE 12A, TYPE 10THE COLUMBUS FOUNDATION
THE SIEMER FAMILY FOUNDATION
1234 EAST BROAD STREETCOLUMBUSOH432051405311550556GRANTMAKINGOH501C3LINE 12A, TYPE 10THE COLUMBUS FOUNDATION
MARGARET AND ROBERT WALTER FOUNDATION
1234 EAST BROAD STREETCOLUMBUSOH432051405311491083GRANTMAKINGOH501C3LINE 12A, TYPE 10THE COLUMBUS FOUNDATION
THE ROBERT F WOLFE & EDGAR T WOLFE FOUNDATION
1234 EAST BROAD STREETCOLUMBUSOH432051405311253442GRANTMAKINGOH501C3LINE 12A, TYPE 10THE COLUMBUS FOUNDATION
TRINITY FOUNDATION
1234 EAST BROAD STREETCOLUMBUSOH432051405202475731GRANTMAKINGOH501C3LINE 12A, TYPE 10THE COLUMBUS FOUNDATION
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (4 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
SIEMER FAMILY FOUNDATION
C$10,000,000CASH PAYMENT & FUTURE PAYABLE
THE COLUMBUS FOUNDATION
M$55,000CASH PAYMENT
THE COLUMBUS FOUNDATION
P$3,000CASH PAYMENT
THE COLUMBUS FOUNDATION
C$5,010CASH PAYMENT

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