WAYNE COUNTY INDIANA FOUNDATION INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WAYNE COUNTY INDIANA FOUNDATION INC (EIN 35-1406033)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-13
- IRS object ID
- 202433189349307648
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-13T14:04:06-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 351476702 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRADY WARE & SCHOENFELD INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2206 CHESTER BLVD | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47374 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351406033 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAYNE COUNTY INDIANA FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WAYN | BusinessNameControlTxt |
| Phone | 7659621638 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 SOUTH 7TH STREET | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47374 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | REBECCA GILLIAM | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 7659621638 | PhoneNum |
| Signature | 2024-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRACY A HAINES CPA | PreparerPersonNm |
| PTIN | P00517541 | PTIN |
| Phone | 7659660531 | PhoneNum |
| Preparation | 2024-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | REBECCA GILLIAM | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 SOUTH 7TH STREET | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47374 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,925,837 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WAYNECOUNTYFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1978 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | THE WAYNE COUNTY, INDIANA, FOUNDATION, INC. EXISTS TO FOSTER AND ENCOURAGE PRIVATE PHILANTHROPIC GIVING, TO ENHANCE THE SPIRIT OF COMMUNITY AND TO IMPROVE THE QUALITY OF LIFE IN THE WAYNE COUNTY, INDIANA AREA NOW AND FOR FUTURE GENERATIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 10 | TotalEmployeeCnt |
| Total Volunteers | 44 | TotalVolunteersCnt |
| Total Gross UBI | $510,387 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $487,403 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,836,948 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,517,891 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $671,125 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $863,377 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,025,431 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,189,429 | CYInvestmentIncomeAmt |
| PY Other Revenue | $473,965 | PYOtherRevenueAmt |
| CY Other Revenue | $604,071 | CYOtherRevenueAmt |
| PY Total Revenue | $6,007,469 | PYTotalRevenueAmt |
| CY Total Revenue | $8,174,768 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,389,872 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,371,699 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $542,931 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $564,210 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $143,558 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,249,775 | PYOtherExpensesAmt |
| CY Other Expenses | $1,438,539 | CYOtherExpensesAmt |
| PY Total Expenses | $4,182,578 | PYTotalExpensesAmt |
| CY Total Expenses | $4,374,448 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,824,891 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,800,320 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $56,668,703 | TotalAssetsBOYAmt |
| Total Assets EOY | $65,996,640 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $608,769 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $519,531 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $56,059,934 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $65,477,109 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO FOSTER AND ENCOURAGE PRIVATE PHILANTHROPIC GIVING, TO ENHANCE THE SPIRIT OF COMMUNITY, AND TO IMPROVE THE QUALITY OF LIFE IN THE WAYNE COUNTY, INDIANA, AREA NOW AND FOR FUTURE GENERATIONS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,032,340 | ExpenseAmt |
| Grant | $2,032,340 | GrantAmt |
| Revenue | $622,891 | RevenueAmt |
| Desc | GRANTMAKING: THE WAYNE COUNTY FOUNDATION ADMINISTERS 396 FUNDS TO SUPPORT THE COMMUNITY WITH A WIDE RANGE OF ORGANIZATION-SPECIFIC, DONOR DIRECTED, FIELD OF INTEREST, AND UNRESTRICTED GRANTS. THESE GRANTS SERVE TO ENHANCE AND IMPROVE COMMUNITY LIFE, ADDRESS IDENTIFIED HUMAN SERVICE NEEDS, SUPPORT CULTURAL, SOCIAL, HISTORIC AND EDUCATIONAL ENDEAVORS, AND ENCOURAGE BROAD BASED COMMUNITY DEVELOPMENT. IN EVERY CASE, THEY ARE LEVERAGED THROUGH WAYNE COUNTY'S VIBRANT COMMMUNITY OF NOT-FOR-PROFIT ORGANIZATIONS AND SERVICE PROVIDERS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $339,359 | ExpenseAmt |
| Grant | $339,359 | GrantAmt |
| Revenue | $302,289 | RevenueAmt |
| Desc | SCHOLARSHIPS: THE WAYNE COUNTY FOUNDATION ADMINISTERS 147 SCHOLARSHIP FUNDS TO HELP QUALIFIED STUDENTS CONTINUE THEIR POST SECONDARY ACADEMIC STUDIES AT COLLEGES, UNIVERSITIES AND TRADE SCHOOLS IN THE COUNTY, THROUGHOUT THE STATE, AND ACROSS THE REGION. IN ADDITION TO DIRECT SUPPORT FOR THOSE STUDENTS SELECTED, THE FOUNDATION'S SCHOLARSHIPS SERVE TO ENCOURAGE ALL STUDENTS TO DO WELL IN THEIR STUDIES. FOUNDATION SCHOLARSHIPS INCLUDE AWARDS FOR SPECIFIC COURSES OF STUDY AT IDENTIFIED INSTITUTIONS OF HIGHER LEARNING, AS WELL AS A NUMBER OF LESS RESTRICTIVE AWARDS TO SUPPORT GENERAL STUDIES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $609,710 | ExpenseAmt |
| Desc | COMMUNITY DEVELOPMENT: THE FOUNDATION SUPPORTS OR PROVIDES A NUMBER OF PROGRAMS THAT REPRESENT SPECIFIC INITIATIVES TO HELP MOVE THE COMMUNITY FORWARD. THESE INCLUDE A NUMBER OF WORKSHOPS AND SEMINARS TO HELP BUILD CAPACITY IN THE NOT-FOR-PROFIT COMMUNITY; FOUNDATION-DIRECTED INITIATIVES TO HELP PROMOTE WOMEN'S PHILANTHROPY AND LEADERSHIP DEVELOPMENT; AND FORWARD WAYNE COUNTY, A COLLECTIVE-IMPACT STYLE APPROACH TO BETTER ALIGNING COMMUNITY RESOURCES IN SUPPORT OF SPECEFIC GOALS AND OBJECTIVES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,981,409 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 20 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 10 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REBECCA S GILLIAM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7659621638 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 SOUTH 7TH STREET | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47374 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| VALERIE SHAFFER | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHRIS KNIGHT | ||||||
| PAST TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DAVID RODGERS | ||||||
| PAST CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| RAY ONTKO | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRENDA MCLANE | ||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ERIC MARSH | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KATHY GIRTEN | ||||||
| BOARD CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| AVIS STEWART | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROB HOUSEMAN | ||||||
| AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JODIE SCHEIBEN | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DICK SMITH | ||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BRETT GUILEY | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RON HOLDBROOK | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHERI JETMORE | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL WITTE | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| AMY WALTZ | ||||||
| FINANCE OFFICER | 40.00 | $79,102 | $0 | $18,155 | Yes (X) | |
| REBECCA GILLIAM | ||||||
| EXECUTIVE DIRECTOR | 40.00 | $109,389 | $0 | $13,428 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $188,491 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $31,583 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $27,237 | FundraisingAmt |
| All Other Contributions | $4,490,654 | AllOtherContributionsAmt |
| Noncash Contributions | $2,979,158 | NoncashContributionsAmt |
| Total Contributions | $4,517,891 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE FEES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $863,377 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $863,377 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $863,377 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,380,723 | TotalRevenueColumnAmt |
| Exclusion | $1,380,723 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $33,235 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $33,235 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,235 | TotalRevenueColumnAmt |
| Exclusion | $33,235 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,543,595 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,734,889 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $808,706 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $808,706 | TotalRevenueColumnAmt |
| Exclusion | $808,706 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $14,826 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $27,237 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $16,180 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,354 | TotalRevenueColumnAmt |
| Exclusion | -$1,354 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| INCOME FROM PARTNERSHIP INVESTMEN | 900099 | $510,387 | $510,387 | |
| MISCELLANEOUS | 900099 | $32,292 | $32,292 | |
| NETWORKING EVENTS | 900099 | $29,511 | $29,511 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $572,190 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,174,768 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $925,180 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $510,387 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,221,310 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,032,340 | TotalAmt |
| Program Services | $2,032,340 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $339,359 | TotalAmt |
| Program Services | $339,359 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $220,074 | TotalAmt |
| Program Services | $36,845 | ProgramServicesAmt |
| Management And General | $134,102 | ManagementAndGeneralAmt |
| Fundraising | $49,127 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $250,120 | TotalAmt |
| Program Services | $160,678 | ProgramServicesAmt |
| Management And General | $72,037 | ManagementAndGeneralAmt |
| Fundraising | $17,405 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,103 | TotalAmt |
| Program Services | $5,059 | ProgramServicesAmt |
| Management And General | $2,496 | ManagementAndGeneralAmt |
| Fundraising | $548 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,149 | TotalAmt |
| Program Services | $38,164 | ProgramServicesAmt |
| Management And General | $11,182 | ManagementAndGeneralAmt |
| Fundraising | $2,803 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,764 | TotalAmt |
| Program Services | $14,895 | ProgramServicesAmt |
| Management And General | $14,161 | ManagementAndGeneralAmt |
| Fundraising | $4,708 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,605 | TotalAmt |
| Management And General | $21,605 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,201 | TotalAmt |
| Program Services | $6,265 | ProgramServicesAmt |
| Management And General | $5,956 | ManagementAndGeneralAmt |
| Fundraising | $1,980 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,345 | TotalAmt |
| Program Services | $179 | ProgramServicesAmt |
| Management And General | $11,166 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $354 | TotalAmt |
| Management And General | $354 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,417 | TotalAmt |
| Program Services | $11,213 | ProgramServicesAmt |
| Management And General | $10,660 | ManagementAndGeneralAmt |
| Fundraising | $3,544 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,994 | TotalAmt |
| Program Services | $2,203 | ProgramServicesAmt |
| Management And General | $2,095 | ManagementAndGeneralAmt |
| Fundraising | $696 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| UBI TAX | $67,189 | $67,189 | ||
| FOUNDATION MANAGEMENT F | $844,305 | $844,305 | ||
| TRUSTEE FEES | $183,968 | $183,968 | ||
| OTHER EXPENSES | $152,309 | $52,371 | $69,763 | $30,175 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,852 | TotalAmt |
| Program Services | $30,681 | ProgramServicesAmt |
| Management And General | $49,599 | ManagementAndGeneralAmt |
| Fundraising | $32,572 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,374,448 | TotalAmt |
| Program Services | $2,981,409 | ProgramServicesAmt |
| Management And General | $1,249,481 | ManagementAndGeneralAmt |
| Fundraising | $143,558 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,641,359 | BOYAmt |
| EOY | $2,166,260 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $179,574 | BOYAmt |
| EOY | $128,595 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,638 | BOYAmt |
| EOY | $56,090 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $937,451 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $526,039 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $398,248 | BOYAmt |
| EOY | $411,412 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,205,911 | BOYAmt |
| EOY | $60,167,288 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,190,973 | BOYAmt |
| EOY | $3,066,995 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,668,703 | BOYAmt |
| EOY | $65,996,640 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,908 | BOYAmt |
| EOY | $8,937 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $341,840 | BOYAmt |
| EOY | $326,875 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $255,021 | BOYAmt |
| EOY | $183,719 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $608,769 | BOYAmt |
| EOY | $519,531 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,509,393 | BOYAmt |
| EOY | $63,913,811 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,550,541 | BOYAmt |
| EOY | $1,563,298 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,059,934 | BOYAmt |
| EOY | $65,477,109 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,668,703 | BOYAmt |
| EOY | $65,996,640 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,800,320 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,228,845 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $388,010 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,347,626 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,253,664 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,628,499 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,836,948 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,439,986 | CurrentTaxYearAmt |
| Total | $21,506,723 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,347,626 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,253,664 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,628,499 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,836,948 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,439,986 | CurrentTaxYearAmt |
| Total | $21,506,723 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $8,094,896 | SubstantialContributorsTotAmt |
| Public Support Total170 | $13,411,827 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,259,413 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,211,461 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,907,074 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,688,818 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,413,958 | CurrentTaxYearAmt |
| Total | $8,480,724 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,765 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $44,079 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $181,012 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $244,158 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $510,387 | CurrentTaxYearAmt |
| Total | $1,005,401 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $508,731 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $564,938 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $716,758 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $671,125 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $863,377 | CurrentTaxYearAmt |
| Total | $3,324,929 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $34,317,777 | TotalSupportAmt |
| Public Support CY170 | 0.39080 | PublicSupportCY170Pct |
| Public Support PY170 | 0.38680 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 58 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 311 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $3,718,013 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $411,772 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $886,136 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $955,384 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $9,731,256 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $26,415,683 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $46,471,878 | BeginningYearBalanceAmt |
| Contributions | $544,774 | ContributionsAmt |
| Investment Earnings Or Losses | $7,024,528 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,544,226 | GrantsOrScholarshipsAmt |
| Other Expenditures | $9,485 | OtherExpendituresAmt |
| Administrative Expenses | $660,613 | AdministrativeExpensesAmt |
| End Year Balance | $51,826,856 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $56,216,413 | BeginningYearBalanceAmt |
| Contributions | $1,166,877 | ContributionsAmt |
| Investment Earnings Or Losses | -$8,920,552 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,312,732 | GrantsOrScholarshipsAmt |
| Other Expenditures | $63,156 | OtherExpendituresAmt |
| Administrative Expenses | $614,972 | AdministrativeExpensesAmt |
| End Year Balance | $46,471,878 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $53,641,697 | BeginningYearBalanceAmt |
| Contributions | $2,153,618 | ContributionsAmt |
| Investment Earnings Or Losses | $6,064,162 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,988,643 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$15,110 | OtherExpendituresAmt |
| Administrative Expenses | $669,531 | AdministrativeExpensesAmt |
| End Year Balance | $56,216,413 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $45,535,888 | BeginningYearBalanceAmt |
| Contributions | $2,683,612 | ContributionsAmt |
| Investment Earnings Or Losses | $7,239,279 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,231,803 | GrantsOrScholarshipsAmt |
| Other Expenditures | $59,067 | OtherExpendituresAmt |
| Administrative Expenses | $526,212 | AdministrativeExpensesAmt |
| End Year Balance | $53,641,697 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $33,605,688 | BeginningYearBalanceAmt |
| Contributions | $6,071,071 | ContributionsAmt |
| Investment Earnings Or Losses | $6,876,171 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $925,238 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$382,222 | OtherExpendituresAmt |
| Administrative Expenses | $474,026 | AdministrativeExpensesAmt |
| End Year Balance | $45,535,888 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.97430 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00620 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.01950 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,000 | OtherCostOrOtherBasisAmt |
| Book Value | $20,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $819,041 | OtherCostOrOtherBasisAmt |
| Depreciation | $460,161 | DepreciationAmt |
| Book Value | $358,880 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $98,410 | OtherCostOrOtherBasisAmt |
| Depreciation | $65,878 | DepreciationAmt |
| Book Value | $32,532 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $411,412 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIABILITIES ASSOCIATED WITH SPLIT-INTEREST AGREEMENTS | Desc |
| Amt | $183,719 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $183,719 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $13,175,940 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $5,228,845 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $44,268 | OtherRevenueAmt |
| Revenue Not Reported | $5,273,113 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,902,827 | RevenueSubtotalAmt |
| Other Revenues Not Included | $271,941 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $271,941 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,174,768 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,049,454 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,049,454 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $324,994 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $324,994 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,374,448 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE FOUNDATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO OUTPERFORM INFLATION, ESTABLISH A DIVERSIFIED INVESTMENT PORTFOLIO, OFFER EQUITY AND FIXED INCOME INVESTMENTS THAT ARE DIVERSIFIED AMONG SECURITIES AND INDUSTRIES, THUS MINIMIZING THE RISK OF LARGE LOSSES, AND TO MAXIMIZE THE TOTAL RETURN WITHIN REASONABLE AND PRUDENT LEVELS OF RISK. THE FOUNDATION'S SPENDING AND INVESTMENT POLICIES WORK TOGETHER TO ACHIEVE THIS OBJECTIVE. THE INVESTMENT POLICY ESTABLISHES A RETURN OBJECTIVE THROUGH DIVERSIFICATION OF ASSET CLASSES FOR ITS TOTAL RETURN POOL. THE FUNDS ARE INTENDED TO PROVIDE ONGOING SUPPORT FOR THE FOUNDATION'S PHILANTHROPIC ENDEAVORS, INCLUDING GRANTMAKING, SCHOLARSHIPS AND COMMUNITY DEVELOPMENT IN AND AROUND THE WAYNE COUNTY, INDIANA AREA. |
| PART X, LINE 2: | ACCOUNTING STANDARDS REQUIRE THE EVALUATION OF TAX POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, IN THE COURSE OF PREPARING THE FOUNDATION'S TAX RETURNS, TO DETERMINE WHETHER THE TAX POSITIONS ARE "MORE-LIKELY-THAN-NOT" OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. THIS STATEMENT PROVIDES THAT A TAX BENEFIT FROM AN UNCERTAIN TAX POSITION MAY BE RECOGNIZED IN THE FINANCIAL STATEMENTS ONLY WHEN IT IS "MORE-LIKELY-THAN-NOT" THE POSITION WILL BE SUSTAINED UPON EXAMINATION, INCLUDING RESOLUTION OF ANY RELATED APPEALS OR LITIGATION PROCESSES, BASED UPON THE TECHNICAL MERITS AND CONSIDERATION OF ALL AVAILABLE INFORMATION. ONCE THE RECOGNITION THRESHOLD IS MET, THE PORTION OF THE TAX BENEFIT THAT IS RECORDED REPRESENTS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50 PERCENT LIKELY TO BE REALIZED UPON SETTLEMENT WITH A TAXING AUTHORITY. BASED ON ITS REVIEW, MANAGEMENT DOES NOT BELIEVE THE FOUNDATION HAS TAKEN ANY MATERIAL UNCERTAIN TAX POSITIONS, INCLUDING ANY POSITION THAT WOULD PLACE THE FOUNDATION'S EXEMPT STATUS IN JEOPARDY AS OF DECEMBER 31, 2023. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN SPLIT INTEREST AGREEMENTS 44,268. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FAS 136 ADJUSTMENT 104,153. TRUSTEE FEES 183,968. FUNDRAISING EXPENSE NETTED AGAINST REVENUE -16,180. ROUNDING |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FAS 136 157,206. ROUNDING TRUSTEE FEES 183,968. FUNDRAISING EXPENSES NETTED AGAINST 990 -16,180. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BLOOM & GLOW | Event1Nm |
| Gross Receipts Event1 | $42,063 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $27,237 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $14,826 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $16,180 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $42,063 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $27,237 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $14,826 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $16,180 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $16,180 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$1,354 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (83 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS OF INDIANA | |||||||||
| 1510 N MERIDIAN STREET | INDIANAPOLIS | IN | 46202 | 530196605 | 501C3 | $8,131 | $0 | 2023 GRANT CYCLE AND ANNUAL DISTRIBUTION OF FUNDS | |
| AUDUBON FLORIDA | |||||||||
| 375 SANCTUARY RD | NAPLES | FL | 34120 | 131624102 | 501C3 | $30,000 | $0 | DONOR ADVISED GRANT | |
| BIRTH-TO-FIVE INC | |||||||||
| 498 NORTHWEST 18TH ST PO BOX 1815 | RICHMOND | IN | 47375 | 351843800 | 501C3 | $19,722 | $0 | 2023 DONOR ADVISED GRANT, ANNUAL GRANT DISTRIBUTIONS, AND GRANT CYCLE | |
| BOYS SCOUTS OF AMERICA | |||||||||
| 7125 FALL CREEK RD NORTH | INDIANAPOLIS | IN | 46256 | 412072251 | 501C3 | $5,314 | $0 | 2023 DONOR ADVISED GRANT, ANNUAL GRANT DISTRIBUTIONS, AND MINI GRANT DISTRIBUTIONS | |
| BOYS AND GIRLS CLUBS OF WAYNE COUNTY | |||||||||
| 1717 SOUTH L STREET | RICHMOND | IN | 47374 | 351065715 | 501C3 | $35,625 | $0 | ANNUAL GRANT DISTRIBUTIONS, DONOR ADVISED GRANT, AND 2023 CYCLE GRANT | |
| BRIDGES FOR LIFE | |||||||||
| 100 N 10TH STREET | RICHMOND | IN | 47374 | 832841893 | 501C3 | $7,500 | $0 | 2023 GRANT CYCLE | |
| BRIGHTER PATH INC | |||||||||
| 2778 NORTH TREATY LINE ROAD | CAMBRIDGE CITY | IN | 47327 | 821137277 | 501C3 | $11,911 | $0 | 2023 GRANT CYCLE AND DONOR ADVISED GRANTS | |
| CAMBRIDGE CITY MAIN STREET | |||||||||
| 302 E MAIN STREET | CAMBRIDGE CITY | IN | 47327 | 471724047 | 501C3 | $11,750 | $0 | 2023 GRANT CYCLE | |
| CENTRAL UMC PRESCHOOL AND CHILDCARE | |||||||||
| 1425 EAST MAIN STREET | RICHMOND | IN | 47374 | 350873337 | CHURCH | $10,665 | $0 | 2023 GRANT CYCLE | |
| CENTRAL UNITED METHODIST CHURCH | |||||||||
| 1425 EAST MAIN STREET | RICHMOND | IN | 47374 | 350873337 | CHURCH | $6,000 | $0 | DISTRIBUTION FROM DONOR ADVISED FUND | |
| CHAMBER CENTER FOR EXCELLENCE INC | |||||||||
| 33 S 7TH STREET | RICHMOND | IN | 47374 | 300498404 | 501C3 | $13,750 | $0 | 2023 GRANT CYCLE AND DONOR ADVISED GRANTS | |
| CHILDREN'S JUSTICE AND ADVOCACY CENTER INC | |||||||||
| PO BOX 2195 | RICHMOND | IN | 47375 | 161637581 | 501C3 | $25,080 | $0 | 2023 GRANT CYCLE, ANNUAL GRANT DISTRIBUTION, DISTRIBUTION FROM DONOR ADVISED FUND, AND BUILDING GRANTS | |
| CHRIST PRESBYTERIAN CHURCH | |||||||||
| 350 HENLEY RD | RICHMOND | IN | 47374 | 581661872 | CHURCH | $42,000 | $0 | 2023 DONOR ADVISED GRANTS | |
| CITY OF RICHMOND | |||||||||
| 50 NORTH 5TH STREET | RICHMOND | IN | 47374 | 356001174 | GOVERNMENT | $14,905 | $0 | 2023 GRANT CYCLE AND ANNUAL DISTRIBUTION OF FUNDS | |
| CITY OF RICHMOND HOUSING AUTHORITY | |||||||||
| 58 S 15TH STREET | RICHMOND | IN | 47374 | 356001174 | GOVERNMENT | $7,184 | $0 | DISTRIBUTION FROM FUND | |
| CLARK ART INSTITUTE | |||||||||
| 225 SOUTH STREET | WILLIAMSTOWN | MA | 01267 | 042163004 | 501C3 | $28,700 | $0 | DISTRIBUTION FROM FUND | |
| COMMUNITIES IN SCHOOLS OF WAYNE COUNTY | |||||||||
| 1425 EAST MAIN STREET | RICHMOND | IN | 47374 | 352132872 | 501C3 | $18,200 | $0 | DISTRIBUTION FROM DONOR ADVISED FUNDS AND 2023 GRANT CYCLE | |
| COMMUNITY FOUNDATION OF RANDOLPH COUNTY | |||||||||
| 120 W WASHINGTON STREET | WINCHESTER | IN | 47394 | 351903148 | 501C3 | $15,000 | $0 | DONOR ADVISED GRANTS | |
| COPE ENVIRONMENTAL CENTER | |||||||||
| 1730 AIRPORT ROAD | CENTERVILLE | IN | 47330 | 351856406 | 501C3 | $27,506 | $0 | 2023 GRANT CYCLE, DONOR ADVISED FUND GRANT, ANNUAL GRANT DISTRIBUTION | |
| EARLHAM COLLEGE | |||||||||
| 801 NATIONAL ROAD WEST DRAWER 193 | RICHMOND | IN | 47374 | 350868073 | SCHOOL | $15,230 | $0 | DONOR ADVISED GRANTS AND 2023 GRANT CYCLE | |
| EVERY CHILD CAN READ | |||||||||
| 855 N 12TH STREET | RICHMOND | IN | 47374 | 264389859 | 501C3 | $33,550 | $0 | 2023 GRANT CYCLE AND DONOR ADVISED GRANTS | |
| FAYETTE COUNTY FOUNDATION | |||||||||
| 521 N CENTRAL AVENUE STE A | CONNERSVILLE | IN | 47331 | 352232770 | 501C3 | $10,500 | $0 | DONOR ADVISED FUND GRANTS | |
| FIRST ENGLISH LUTHERAN CHURCH | |||||||||
| 2727 NATIONAL ROAD EAST | RICHMOND | IN | 47374 | 356000831 | CHURCH | $16,000 | $0 | DONOR ADVISED GRANTS | |
| FORT LIBERTY COMMUNITY FOUNDATION | |||||||||
| PO BOX 74620 | FORT LIBERTY | NC | 28307 | 561750625 | 501C3 | $8,000 | $0 | DISTRIBUTION FROM DONOR ADVISED FUND | |
| GIRLS INC OF WAYNE COUNTY | |||||||||
| 1407 S 8TH STREET | RICHMOND | IN | 47374 | 237188644 | 501C3 | $37,391 | $0 | 2023 GRANT CYCLE, ANNUAL GRANT DISTRIBUTION, AND DISTRIBUTION FROM DONOR ADVISED FUND | |
| GLEANERS FOOD BANK OF INDIANA INC | |||||||||
| 3737 WALDERMERE AVE | INDIANAPOLIS | IN | 46241 | 351483868 | 501C3 | $15,000 | $0 | 2023 GRANT CYCLE | |
| GOLAY COMMUNITY CENTER INC | |||||||||
| 1007 E MAIN STREET | CAMBRIDGE CITY | IN | 47327 | 351518699 | 501C3 | $20,664 | $0 | 2023 GRANT CYCLE, DONOR ADVISED GRANTS, AND ANNUAL GRANT DISTRIBUTIONS | |
| HAND-IN-HAND ADULT DAY CARE OF RICHMOND | |||||||||
| 2727 EAST MAIN STREET | RICHMOND | IN | 47374 | 351762648 | 501C3 | $21,768 | $0 | 2023 GRANT CYCLE, ANNUEL GRANT DISTRIBUTIONS, AND DONOR ADVISED GRANTS | |
| HANDLEY OUR OWN INC | |||||||||
| 1020 PEACOCK ROAD | RICHMOND | IN | 47374 | 824962073 | 501C3 | $27,945 | $0 | DONOR ADVISED GRANT | |
| HELP THE ANIMALS | |||||||||
| PO BOX 117 | RICHMOND | IN | 47375 | 351772951 | 501C3 | $30,724 | $0 | 2023 GRANT CYCLE, ANNUAL GRANT DISTRIBUTIONS, AND DONOR ADVISED GRANT | |
| INDEPENDENT LIVING CENTER OF EASTERN INDIANA INC | |||||||||
| 2519 E MAIN STREET STE 203 | RICHMOND | IN | 47374 | 352054653 | 501C3 | $10,000 | $0 | 2023 GRANT CYCLE | |
| INDIANA UNIVERSITY EAST | |||||||||
| 2325 CHESTER BLVD SPRINGWOOD HALL | RICHMOND | IN | 47374 | 356001673 | SCHOOL | $43,200 | $0 | 2023 GRANT CYCLE, AND DONOR ADVISED GRANT | 103 |
| INDIANAPOLIS MUSEUM OF ART | |||||||||
| 4000 MICHIGAN ROAD | INDIANAPOLIS | IN | 46208 | 350867955 | 501C3 | $8,000 | $0 | DONOR ADVISED FUND GRANT | |
| IU FOUNDATION - IU SCHOOL OF MEDICINE | |||||||||
| PO BOX 7072 | INDIANAPOLIS | IN | 462077072 | 356018940 | SCHOOL | $6,635 | $0 | ANNUAL GRANT DISTRIBUTION | |
| IVY TECH FOUNDATION | |||||||||
| 2357 CHESTER BOULEVARD | RICHMOND | IN | 47374 | 237073977 | 501C3 | $62,670 | $0 | DONOR ADVISED GRANTS | |
| JUNIOR ACHIEVEMENT OF EASTERN INDIANA | |||||||||
| 2368 VICTORY PKWY STE 301 | CINCINNATI | OH | 45206 | 320014307 | 501C3 | $10,000 | $0 | BUILDING GRANT | |
| LAKE DEATON UNITED METHODIST CHURCH | |||||||||
| 6500 WESLEYAN WAY | WILDWOOD | FL | 34785 | 851347824 | CHURCH | $6,000 | $0 | DONOR ADVISED GRANT | |
| LIFESTREAM SERVICES INC | |||||||||
| 2404 NATIONAL ROAD WEST | RICHMOND | IN | 47374 | 351356741 | 501C3 | $13,200 | $0 | 2023 GRANT CYCLE | |
| MODEL T FORD CLUB OF AMERICA | |||||||||
| 309 N 8TH STREET | RICHMOND | IN | 47374 | 952467053 | 501C3 | $7,510 | $0 | 2023 GRANT CYCLE | |
| MORRISSON-REEVES LIBRARY | |||||||||
| 80 NORTH 6TH STREET | RICHMOND | IN | 47374 | 356001895 | LIBRARY | $14,914 | $0 | ANNUAL GRANT DISTRIBUTIONS | |
| NC CPA FOUNDATION INC | |||||||||
| PO BOX 80188 | RALEIGH | NC | 27623 | 561273347 | 501C3 | $5,500 | $0 | DISTRIBUTION FROM DONOR ADVISED FUND | |
| NEIGHBORHOOD HEALTH CENTER | |||||||||
| 101 S 10TH ST | RICHMOND | IN | 47374 | 821816047 | 501C3 | $15,000 | $0 | 2023 GRANT CYCLE | |
| NETTLE CREEK SCHOOL CORPORATION | |||||||||
| 297 E NORTHMARKET STREET | HAGERSTOWN | IN | 47346 | 351073322 | SCHOOL | $8,818 | $0 | ANNUAL GRANT DISTRIBUTION AND MINI GRANT DISTRIBUTIONS | |
| NORTHEASTERN WAYNE SCHOOLS | |||||||||
| 7299 N US 27 | FOUNTAIN CITY | IN | 47341 | 351073323 | SCHOOL | $6,307 | $0 | DONOR ADVISED GRANT AND ANNUAL GRANT DISTRIBUTIONS | |
| OAK PARK CHURCH | |||||||||
| 1920 CHESTER BLVD PO BOX 1305 | RICHMOND | IN | 47375 | 352007732 | CHURCH | $25,000 | $0 | 2023 GRANT CYCLE, ANNUAL DISTRIBUTION GRANT, AND LEADERSHIP GRANT | |
| REFUGE OF HOPE | |||||||||
| 1032 E MAIN STREET PO BOX 2400 | RICHMOND | IN | 47375 | 843389842 | 501C3 | $7,950 | $0 | DONOR ADVISED GRANT AND ANNUAL GRANT DISTRIBUTION | |
| REID HEALTH FOUNDATION | |||||||||
| 1100 REID PKWY | RICHMOND | IN | 47374 | 350892672 | 501C3 | $5,027 | $0 | DONOR ADVISED GRANT AND ANNUAL GRANT DISTRIBUTION | |
| REID MEMORIAL PRESBYTERIAN CHURCH AND COMMUNITY CITY INC | |||||||||
| 1004 N A STREET PO BOX 2543 | RICHMOND | IN | 47375 | 862326562 | 501C3 | $6,265 | $0 | 2023 ANNUAL GRANT DISTRIBUTIONS AND DONOR ADVISED GRANT | |
| RICHMOND ART MUSEUM | |||||||||
| PO BOX 816 | RICHMOND | IN | 47375 | 356005040 | 501C3 | $24,912 | $0 | 2023 GRANT CYCLE, ANNUAL GRANT DISTRIBUTIONS, DONOR ADVISED GRANT, AND AWARD GRANT | |
| RICHMOND CIVIC THEATRE | |||||||||
| 1003 EAST MAIN STREET | RICHMOND | IN | 47374 | 350886844 | 501C3 | $25,250 | $0 | 2023 GRANT CYCLE, ANNUAL GRANT DISTRIBUTIONS, AND DONOR ADVISED GRANT | |
| RICHMOND COMMUNITY SCHOOLS | |||||||||
| 300 HUB ETCHISON PARKWAY | RICHMOND | IN | 47374 | 351071211 | SCHOOL | $11,343 | $0 | ANNUAL GRANT DISTRIBUTIONS AND DONOR ADVISED GRANTS | |
| RICHMOND FIRE DEPARTMENT | |||||||||
| 101 S 5TH STREET | RICHMOND | IN | 47374 | 356001174 | 501C3 | $15,000 | $0 | 2023 GRANT CYCLE | |
| RICHMOND FRIENDS SCHOOL | |||||||||
| 607 WEST MAIN STREET | RICHMOND | IN | 47374 | 351267045 | SCHOOL | $12,182 | $0 | ANNUAL GRANT DISTRIBUTIONS AND DONOR ADVISED GRANTS | |
| RICHMOND HIGH SCHOOL ALUMNI ASSOCIATION | |||||||||
| 380 HUB ETCHISON PKWY | RICHMOND | IN | 47374 | 352028694 | 501C3 | $102,308 | $0 | ANNUAL GRANT DISTRIBUTIONS AND DONOR ADVISED GRANT | |
| RICHMOND INDIANA PICKLEBALL INC | |||||||||
| PO BOX 425 | RICHMOND | IN | 47375 | 844941388 | 501C3 | $5,986 | $0 | 2023 GRANT CYCLE | |
| RICHMOND NEIGHBORHOOD RESTORATION | |||||||||
| PO BOX 144 | RICHMOND | IN | 47375 | 472601341 | 501C3 | $18,450 | $0 | DONOR ADVISED GRANTS AND IMPACT GRANT | |
| RICHMOND PARKS AND RECREATION | |||||||||
| 50 NORTH 5TH STREET | RICHMOND | IN | 47374 | 356001174 | GOVERNMENT | $8,622 | $0 | DONOR ADVISED GRANT AND ANNUAL GRANT DISTRIBUTIONS | |
| RICHMOND SENIOR RECREATION CENTER | |||||||||
| 1600 S 2ND STREET | RICHMOND | IN | 47374 | 356001174 | 501C3 | $10,000 | $0 | 2023 GRANT CYCLE | |
| RICHMOND SYMPHONY ORCHESTRA | |||||||||
| PO BOX 982 | RICHMOND | IN | 47375 | 356042479 | 501C3 | $197,948 | $0 | 2023 GRANT CYCLE, DONOR ADVISED FUND GRANT, ANNUAL GRANT DISTRIBUTION, OTHER DISTRIBUTIONS | |
| SETON CATHOLIC SCHOOLS | |||||||||
| 240 SOUTH 6TH STREET | RICHMOND | IN | 47374 | 300036396 | SCHOOL | $128,496 | $0 | ANNUAL GRANT DISTRIBUTIONS AND DONOR ADVISED GRANT | |
| ST ELIZABETH ANN SETON CATHOLIC PARISH | |||||||||
| 240 SOUTH 6TH STREET | RICHMOND | IN | 47374 | 350992124 | CHURCH | $187,045 | $0 | ANNUAL GRANT DISTRIBUTIONS AND DONOR ADVISED GRANT | |
| ST PAUL'S EPISCOPAL CHURCH | |||||||||
| 800 N A STREET | RICHMOND | IN | 47374 | 351079972 | CHURCH | $24,500 | $0 | DONOR ADVISED GRANT | |
| STANLEY W HAYES RESEARCH FOUNDATION INC | |||||||||
| 801 ELKS ROAD | RICHMOND | IN | 47374 | 351061111 | 501C3 | $7,980 | $0 | 2023 GRANT CYCLE AND DONOR ADVISED GRANT | |
| SUNRISE INC THERAPEUTIC RIDING CENTER | |||||||||
| 2670 MINNEMAN RD | RICHMOND | IN | 47374 | 310979407 | 501C3 | $10,400 | $0 | 2023 GRANT CYCLE AND CRISIS GRANT | |
| THE JOHN CROSLAND SCHOOL | |||||||||
| 5146 PARKWAY PLAZA BOULEVARD | CHARLOTTE | NC | 28217 | 561211583 | SCHOOL | $15,000 | $0 | DONOR ADVISED GRANT | |
| THE NATURE CONSERVANCY IN INDIANA | |||||||||
| 620 E OHIO STREET | INDIANAPOLIS | IN | 46202 | 530242652 | 501C3 | $12,500 | $0 | DONOR ADVISED GRANT | |
| THE WINSTON-SALEM FOUNDATION | |||||||||
| 751 W 4TH STREET STE 200 | SALEM | NC | 27101 | 566037615 | 501C3 | $40,000 | $0 | DONOR ADVISED GRANTS | |
| TOWN OF CAMBRIDGE CITY | |||||||||
| 127 N FOOTE STREET | CAMBRIDGE CITY | IN | 47327 | 356000968 | GOVERNMENT | $20,534 | $0 | DONOR ADVISED GRANT, MINI GRANT, AND OTHER DISTRIBUTIONS | |
| TOWN OF EAST GERMANTOWN | |||||||||
| 206 S MILTON STREET PO BOX 248 | PERSHING | IN | 47370 | 356289173 | GOVERNMENT | $10,000 | $0 | OTHER DISTRIBUTIONS | |
| TOWN OF ECONOMY | |||||||||
| 138 POPLAR STREET PO BOX 155 | ECONOMY | IN | 47339 | 351395738 | GOVERNMENT | $10,000 | $0 | OTHER DISTRIBUTIONS | |
| TOWN OF DUBLIN | |||||||||
| 2250 E CUMBERLAND STREET PO BOX 145 | DUBLIN | IN | 47357 | 356001006 | GOVERNMENT | $10,000 | $0 | OTHER DISTRIBUTIONS | |
| TOWN OF MILTON | |||||||||
| 101 N CENTRAL AVE PO BOX 398 | MILTON | IN | 47357 | 351227557 | GOVERNMENT | $10,000 | $0 | OTHER DISTRIBUTIONS | |
| UNITED WAY OF WHITEWATER VALLEY | |||||||||
| 129 SOUTH NINTH STREET | RICHMOND | IN | 47374 | 351020935 | 501C3 | $17,634 | $0 | 2023 ANNUAL GRANT DISTRIBUTIONS AND DONOR ADVISED GRANT | |
| VIRGINIA TECH FOUNDATION INC | |||||||||
| 902 PRICES FORK RD | BLACKSBURG | VA | 24061 | 540721690 | 501C3 | $8,000 | $0 | DONOR ADVISED FUND | |
| WAYNE COUNTY CARDINAL GREENWAY | |||||||||
| PO BOX 2411 | RICHMOND | IN | 47375 | 351885151 | 501C3 | $16,000 | $0 | DONOR ADVISED GRANTS, 2023 GRANT CYCLES, AND BUILDING GRANT | |
| WAYNE COUNTY HISTORICAL MUSEUM | |||||||||
| 1150 NORTH A STREET | RICHMOND | IN | 47374 | 350899077 | 501C3 | $22,353 | $0 | 2023 GRANT CYCLE, DONOR ADVISED FUND GRANT, AND ANNUAL GRANT DISTRIBUTION | |
| WAYNE COUNTY RAILROADERS ASSOCIATION | |||||||||
| 436 W DRIVE | RICHMOND | IN | 47374 | 465417170 | 501C3 | $7,500 | $0 | 2023 GRANT CYCLE | |
| WAYNE COUNTY SWCD | |||||||||
| 823 S ROUND BARD RD STE 1 | RICHMOND | IN | 47374 | 351067757 | 501C3 | $5,150 | $0 | 2023 GRANT CYCLE AND DONOR ADVISED GRANT | |
| WESTERN WAYNE DOLLARS FOR SCHOLARS | |||||||||
| 205 E PARKWAY DRIVE | CAMBRIDGE CITY | IN | 47327 | 465053560 | 501C3 | $10,898 | $0 | 2023 ANNUAL GRANT DISTRIBUTIONS AND DONOR ADVISED GRANT | |
| WESTERN WAYNE SCHOOLS | |||||||||
| 519 QUEEN STREET PO BOX 217 | PERSHING | IN | 47370 | 351076779 | SCHOOL | $24,902 | $0 | 2023 GRANT CYCLE AND ANNUAL DISTRIBUTION OF FUNDS | |
| WHITEWATER VALLEY PRO BONO COMMISSION INC | |||||||||
| 50 NORTH 5TH STREET | RICHMOND | IN | 47374 | 261455162 | 501C3 | $16,000 | $0 | DONOR ADVISED FUND GRANT AND 2023 GRANT CYCLE | |
| WOMEN'S WORKSHOP RICHMOND | |||||||||
| 10 QUAKER HILL DRIVE | RICHMOND | IN | 47374 | 833847039 | 501C3 | $5,405 | $0 | 2023 GRANT CYCLE | |
| ZION'S LUTHERAN CHURCH | |||||||||
| PO BOX 6 | PERSHING | IN | 47370 | 351585708 | CHURCH | $12,664 | $0 | ANNUAL GRANT DISTRIBUTION | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 83 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS FOR POST SECONDARY EDUCATION | GrantTypeTxt |
| Recipient | 236 | RecipientCnt |
| Cash Grant | $339,359 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION REQUIRES GRANTEES RECEIVING AWARDS GOVERNED BY A GRANT AGREEMENT TO COMPLETE A FINAL REPORT WITHIN ONE YEAR OF RECEIVING GRANT FUNDS. THE FINAL GRANT REPORT CONTAINS SPECIFIC QUESTIONS REGARDING HOW GRANT FUNDS RECEIVED WERE ALLOCATED AND SERVES AS VERIFICATION THAT GRANT MONIES WERE SPENT IN ACCORDANCE WITH THE ORIGINAL GRANT. IF THE FOUNDATION FEELS IT NECESSARY, A SITE VISIT WILL ALSO BE PERFORMED IN ORDER TO VERIFY THAT GRANT FUNDS ARE USED IN ACCORDANCE WITH THE ORIGINAL GRANT AGREEMENT. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 20 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,814,890 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Securities Closely Held Stock SecuritiesCloselyHeldStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $164,268 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION USES A BANK TO SELL THE MARKETABLE SECURITIES RECEIVED FROM DONORS | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | PER THE BY-LAWS, THE MEMBERS OF THE CORPORATION CONSIST SOLELY OF THE ACTIVE MEMBERS OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS EMAILED OUT TO THE WHOLE BOARD FOR REVIEW. IF CHANGES ARE REQUIRED, THEY ARE MADE AND A FINAL COPY IS EITHER REVIEWED AT A SUBSEQUENT MEETING OR PROVIDED TO EACH BOARD MEMBER VIA EMAIL PRIOR TO SUBMISSION. |
| FORM 990, PART VI, SECTION B, LINE 12C | MEMBERS OF THE BOARD OF DIRECTORS, VOLUNTEERS WHO SERVE ON COMMITTEES AND STAFF MEMBERS REVIEW THE POLICY ANNUALLY. AFTER REVIEW, THE INDIVIDUALS SIGN A DECLARATION ACKNOWLEDGING THE RECEIPT OF THE POLICY AND DISCLOSING ANY CURRENT, POTENTIAL CONFLICTS. THEY ALSO AGREE TO DISCLOSE ANY FUTURE CONFLICTS AS REQUIRED BY THE POLICY. WHEN CONFLICTS ARISE IN AN OFFICIAL ACTION BY A COMMITTEE OR THE BOARD OF DIRECTORS, THE PERSON WITH THE CONFLICT DISCLOSES THE CONFLICT, AND THE DISCLOSURE IS NOTED IN THE MINUTES OF THE MEETING. THE PERSON WITH THE CONFLICT MAY BRIEFLY ADDRESS THE BOARD OF DIRECTORS OR COMMITTEE AND MAY ANSWER QUESTIONS TO PROVIDE KNOWLEDGE THAT MAY BE OF BENEFIT TO THE OTHER MEMBERS. THE PERSON WHO DECLARES THE CONFLICT THEN ABSTAINS FROM FURTHER DISCUSSION AND VOTING. ON SOME OCCASSIONS, THE PERSON WHO DECLARES THE CONFLICT IS ASKED TO LEAVE THE ROOM DURING THE DISCUSSION. |
| FORM 990, PART VI, SECTION B, LINE 15A | DETERMINING THE SALARY AND BENEFITS FOR THE EXECUTIVE DIRECTOR IS THE RESPONSIBILITY OF THE BOARD OF DIRECTORS. COMPENSATION IS TO BE AT AN APPROPRIATE LEVEL TO ATTRACT AND RETAIN QUALIFIED AND TALENTED PEOPLE, AND IN LINE WITH SIMILAR POSITIONS IN OTHER COMMUNITY FOUNDATIONS, SIMILAR ORGANIZATIONS IN THE AREA, AND COMMUNITY EXPECTATIONS. THE FOUNDATION STAFF AND EXECUTIVE COMMITTEE BEGIN WORK IN OCTOBER TO DRAFT AN OPERATING BUDGET FOR THE COMING YEAR. AT THIS TIME, THE STAFF ASSEMBLES COMPARATIVE SALARY INFORMATION FOR ALL STAFF POSITIONS FROM NATIONAL, REGIONAL AND LOCAL SALARY SURVEYS. THE FINANCE COMMITTEE USES THIS INFORMATION AS A POINT OF REFERENCE, IN ADDITION TO OTHER PERTINENT FACTORS, TO RECOMMEND A TOTAL SALARIES EXPENSE. THIS REPRESENTS A MAXIMUM AMOUNT POOL FROM WHICH ALL STAFF SALARIES, INCLUDING ANY COST OF LIVING AND MERIT RAISES, ARE DERIVED. IN CONJUNCTION WITH THE ANNUAL MEETING OF THE CORPORATION EACH JANUARY, THE EXECUTIVE DIRECTOR WILL PREPARE A REPORT OF THE PREVIOUS YEAR'S ACTIVITIES AND ACHIEVEMENTS, THE EXECUTIVE COMMITTEE WILL SET THE EXECUTIVE DIRECTOR'S SALARY FOR THE CALENDAR YEAR. AT THIS TIME, THE EXECUTIVE DIRECTOR'S PERFORMANCE GOALS WILL BE SET. ADDITIONAL MEETINGS AND REVIEWS WILL BE SET AS NEEDED AND THE BOARD CHAIR WILL REPORT BACK TO THE BOARD ANY SUBSTANTIVE OUTCOMES OF THE INDIVIDUAL PERFORMANCE REVIEW. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC IMMEDIATELY UPON REQUEST THROUGH THE FOUNDATION OFFICE. ADDITIONALLY, FINANCIAL INFORMATION IS MADE AVAILABLE IN ITS ANNUAL REPORT WHICH IS WIDELY DISTRIBUTED TO THE PUBLIC VIA MAILINGS AND OTHER MEANS OF DISBURSEMENT, AS WELL AS ON THE FOUNDATION'S WEBSITE. SEVERAL YEARS OF THE FOUNDATION'S FORM 990 ARE READILY ACCESSIBLE ON THE FOUNDATION'S WEBSITE AS WELL AS WWW.GUIDESTAR.ORG. A LINK TO WWW.GUIDESTAR.ORG IS ON THE FOUNDATION'S WEBSITE. THE FORM 990 IS ALSO IMMEDIATELY AVAILABLE UPON REQUEST THROUGH THE FOUNDATION OFFICE. |
| FORM 990, PART XI, LINE 9: | FAS 136 ADJUSTMENT 343,741. CHANGE IN SPLIT INTEREST AGREEMENTS 44,268. ROUNDING 1. |
| FORM 990,PART XII, LINE 2C | THERE HAS BEEN NO CHANGE IN THE SELECTION PROCESS FOR THE INDEPENDENT AUDITOR OR IN THE METHOD OF OVERSIGHT. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VIGRAN FAMILY FOUNDATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 SOUTH 7TH STREET | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47374 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352107926 | EIN |
| Primary Activities | SUPPORTING ORGANIZATION | PrimaryActivitiesTxt |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12A, I | PublicCharityStatusTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| VIGRAN FAMILY FOUNDATION INC | ||
| L | $19,073 | CASH |
| VIGRAN FAMILY FOUNDATION INC | ||
| C | $33,572 | CASH |
| VIGRAN FAMILY FOUNDATION INC | ||
| S | $2,077,905 | FMV |
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