J E FEHSENFELD FAMILY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- J E FEHSENFELD FAMILY FOUNDATION INC (EIN 35-2091086)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-07-17
- IRS object ID
- 202311989349100426
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-07-17T13:04:56-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350865680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PILE CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE INDIANA SQ SUITE 1200 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352091086 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE J E FEHSENFELD FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEFE | BusinessNameControlTxt |
| Phone | 3178540901 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5400 WEST 86TH STREET | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46268 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBRA BAKER | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 3176958659 | PhoneNum |
| Signature | 2023-07-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DEBRA | PersonFirstNm |
| Person Last | BAKER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT E PECK CPA | PreparerPersonNm |
| PTIN | P00263149 | PTIN |
| Phone | 3172693454 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,509,431 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $592,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $24,513 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $24,513 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $24,513 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $30,813 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $30,813 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $30,813 | DividendsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $647,326 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $55,326 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $55,326 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,098 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,098 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $19,894 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $19,894 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,303 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $163 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $1,140 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $87,526 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $32,896 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $32,896 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $143,717 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $163 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $56,028 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $470,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $470,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $614,117 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $163 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $526,428 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $33,209 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $55,163 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $55,326 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $28,565 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $29,680 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $29,680 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $308,523 | CorporateStockBOYAmt |
| Corporate Stock EOY | $308,523 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $561,623 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $230,114 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $230,114 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $210,529 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $675,505 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $707,599 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $707,599 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,242,707 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,275,916 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,509,431 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $380,000 | CapitalStockBOYAmt |
| Capital Stock EOY | $380,000 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $862,707 | RetainedEarningBOYAmt |
| Retained Earning EOY | $895,916 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,242,707 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,275,916 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,242,707 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,275,916 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,242,707 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $33,209 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,275,916 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,275,916 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $767 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $767 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $767 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $36 | EsPenaltyAmt |
| Tax Due | $803 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DEBRA BAKER SECRETARY | IndividualWithBooksNm |
| Phone | 3178540901 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5400 WEST 86TH STREET | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46268 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SHANNON BURNS | ||||||||
| 5400 WEST 86TH STREET | INDIANAPOLIS | IN | 46268 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| NANCY SMITH | ||||||||
| 5400 WEST 86TH STREET | INDIANAPOLIS | IN | 46268 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| DEBRA ANN BAKER | ||||||||
| 5400 WEST 86TH STREET | INDIANAPOLIS | IN | 46268 | SECRETARY | 0.00 | $0 | $0 | $0 |
| ROBIN FEHSENFELD | ||||||||
| 5400 WEST 86TH STREET | INDIANAPOLIS | IN | 46268 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JUDEE FEHSENFELD | ||||||||
| 5400 WEST 86TH STREET | INDIANAPOLIS | IN | 46268 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| STEVE STUK | ||||||||
| 5400 WEST 86TH STREET | INDIANAPOLIS | IN | 46268 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ASHLEE FEHSENFELD | ||||||||
| 5400 WEST 86TH STREET | INDIANAPOLIS | IN | 46268 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| SARAH IMMEKUS | ||||||||
| 5400 WEST 86TH STREET | INDIANAPOLIS | IN | 46268 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JASON IMMEKUS | ||||||||
| 5400 WEST 86TH STREET | INDIANAPOLIS | IN | 46268 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION DOES NOT DIRECTLY PARTICIPATE IN CHARITABLE ACTIVITIES. THE ACTIVITIES OF THE DIRECTORS ARE LIMITED TO THE ADMINISTRATION OF GRANTS TO QUALIFIED UNRELATED 501(C)(3) ORGANIZATIONS. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $821,241 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $47,606 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $868,847 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $868,847 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,033 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $855,814 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $42,791 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $42,791 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $767 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $767 | TotalTaxAmt |
| Distributable Before Adj | $42,024 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $42,024 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $42,024 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $526,428 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $526,428 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $42,024 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $561,421 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $487,098 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $469,243 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $609,191 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $566,657 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,693,610 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $526,428 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $42,024 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $484,404 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,178,014 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $561,421 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,616,593 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $487,098 | ExcessFromYear4Amt |
| Excess From Year3 | $469,243 | ExcessFromYear3Amt |
| Excess From Year2 | $609,191 | ExcessFromYear2Amt |
| Excess From Year1 | $566,657 | ExcessFromYear1Amt |
| Excess From Current Year | $484,404 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE JE FEHSENFELD FAMILY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5400 W 86TH STREET | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46268 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3178540901 | RecipientPhoneNum |
| Form And Info And Materials | NONE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (94 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Address Line2RecipientForeignAddress/AddressLine2Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A CHILD'S HOPE | |||||||||||
| 2430 E KEMPER RD | SHARONVILLE | OH | 45241 | NONE | 501(C)(3) | UNRESTRICTED | $500 | ||||
| A PRECIOUS CHILD | |||||||||||
| 7051 W 118TH AVENUE | BROOMFILED | CO | 80020 | NONE | 501(C)(3) | UNRESTRICTED | $15,000 | ||||
| ABOUT FRESH | |||||||||||
| 69 SHIRLEY STREET | BOSTON | MA | 02119 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | ||||
| ACLU FOUNDATION | |||||||||||
| 125 BROAD ST 18TH FLOOR | NEW YORK | NY | 10004 | NONE | 501(C)(3) | UNRESTRICTED | $2,000 | ||||
| AGAPE THERAP RIDING CENTER | |||||||||||
| 24790 MT PLEASANT ROAD | CICERO | IN | 24950 | NONE | 501(C)(3) | UNRESTRICTED | $7,500 | ||||
| AMILITA FARM | |||||||||||
| 2340 EAST CROSBY ROAD | MOORESVILLE | IN | 46158 | NONE | 501(C)(3) | UNRESTRICTED | $7,500 | ||||
| ASPCA | |||||||||||
| 520 8TH AVE STE 7 | NEW YORK | NY | 10018 | NONE | 501(C)(3) | UNRESTRICTED | $8,400 | ||||
| BASEBALL HAVEN ALUMNI | |||||||||||
| 3066 KETTERING BOULEVARD | DAYTON | OH | 45439 | NONE | 501(C)(3) | UNRESTRICTED | $500 | ||||
| BAXTER COMMUNITY CENTER | |||||||||||
| 935 BAXTER STREET SE | GRAND RAPIDS | MI | 59607 | NONE | 501(C)(3) | UNRESTRICTED | $7,500 | ||||
| BEST FRIENDS ANIMAL SOCIETY | |||||||||||
| 1692 OAK STREET SE | MARIETTA | GA | 30060 | NONE | 501(C)(3) | UNRESTRICTED | $8,400 | ||||
| BREAST CANCER RESEARCH | |||||||||||
| 28 WEST 44TH ST STE 609 | NEW YORK | NY | 10036 | NONE | 501(C)(3) | UNRESTRICTED | $500 | ||||
| BROOKE'S PLACE | |||||||||||
| 8935 N MERIDIAN STREET | INDIANAPOLIS | IN | 46260 | NONE | 501(C)(3) | UNRESTRICTED | $7,500 | ||||
| BROOMFIELD EARLY CHILD | |||||||||||
| PO BOX 573 | BROOMFIELD | CO | 80038 | NONE | 501(C)(3) | UNRESTRICTED | $10,000 | ||||
| CASA OF ADAMS & BROOMFIELD COUNTIES | |||||||||||
| 11860 PECOS STREET STE 2700 | WESTMINSTER | CO | 80234 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | ||||
| CAT ADOPTION TEAM | |||||||||||
| 14175 SW GALBREATH DR | SHERWOOD | OR | 97140 | NONE | 501(C)(3) | UNRESTRICTED | $500 | ||||
| CHCA | |||||||||||
| 8283 E KLEMPER RD | CINCINNATI | OH | 45249 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | ||||
| CHILDREN FIRST | |||||||||||
| PO BOX 16695 | ASHEVILLE | NC | 28816 | NONE | 501(C)(3) | UNRESTRICTED | $7,500 | ||||
| CHILDREN'S HUNGER ALLIANCE | |||||||||||
| 1105 SCHROCK RD STE 505 | COLUMBUS | OH | 43229 | NONE | 501(C)(3) | UNRESTRICTED | $15,000 | ||||
| COMMUNITY COOP | |||||||||||
| PO BOX 2143 | FT MYERS | FL | 33902 | NONE | 501(C)(3) | UNRESTRICTED | $8,400 | ||||
| CRAYONS TO COMPUTERS | |||||||||||
| 1350 TENNESSEE AVE | CINCINNATI | OH | 45229 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | ||||
| CYSTIC FIBROSIS FOUNDATION | |||||||||||
| 2701 NW VAUGHN STREET 203 | PORTLAND | OR | 97210 | NONE | 501(C)(3) | UNRESTRICTED | $8,000 | ||||
| DEPAUL UNIVERSITY | |||||||||||
| 1 EAST JACKSON BOULEVARD | CHICAGO | IL | 60604 | NONE | 501(C)(3) | UNRESTRICTED | $15,000 | ||||
| DUCKS UNLIMITED | |||||||||||
| ONE WATERFOWL WAY | MEMPHIS | TN | 38120 | NONE | 501(C)(3) | UNRESTRICTED | $9,500 | ||||
| EAGLE CONDOR HUMANITARIAN | |||||||||||
| 7135 S HIGHLAND DRIVE B-6 | SALT LAKE CITY | UT | 84121 | NONE | 501(C)(3) | UNRESTRICTED | $7,500 | ||||
| FERNSIDE CENTER FOR GRIEVING CHILDREN | |||||||||||
| 4360 COOPER ROAD | CINCINNATI | OH | 45242 | NONE | 501(C)(3) | UNRESTRICTED | $5,000 | ||||
| FIRST DESCENTS | |||||||||||
| 3858 WALNUT STREET STE 161 | DENVER | CO | 80205 | NONE | 501(C)(3) | UNRESTRICTED | $7,500 | ||||
| FISH OF SANCAP | |||||||||||
| 2430 PERIWINKLE WAY | SANIBEL | FL | 33957 | NONE | 501(C)(3) | UNRESTRICTED | $8,400 | ||||
| FLANNER HOUSE | |||||||||||
| 2424 DOCTOR MLK JR ST | INDIANAPOLIS | IN | 46208 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | ||||
| FOUNDATION SOMOS | |||||||||||
| NONE | 501(C)(3) | UNRESTRICTED | $15,000 | EDIFICIO PERLA PACIFIC LOCAL ONCE | BAHIA BALLENA | PUNTARENAS | CS | ||||
| FREEDOM MINISTRIES | |||||||||||
| 9957 CROSSPOINT BOULEVARD STE 100 | INDIANAPOLIS | IN | 46256 | NONE | 501(C)(3) | UNRESTRICTED | $2,000 | ||||
| FRIENDS OF PARKVILLE ANIMAL SHELTER | |||||||||||
| 1356 N STATE ROUTE 9 | KANSAS CITY | MO | 64152 | NONE | 501(C)(3) | UNRESTRICTED | $500 | ||||
| GLEANERS FOOD BANK | |||||||||||
| 3737 WALDEMERE AVENUE | INDIANAPOLIS | IN | 46241 | NONE | 501(C)(3) | UNRESTRICTED | $1,500 | ||||
| GREEN URBAN LUNCH BOX | |||||||||||
| PO BOX 651098 | SALT LAKE CITY | UT | 84165 | NONE | 501(C)(3) | UNRESTRICTED | $8,500 | ||||
| GRIFFIN FIRST ASSEMBLY | |||||||||||
| 2000 W MCINTOSH RD | GRIFFIN | GA | 30223 | NONE | 501(C)(3) | UNRESTRICTED | $500 | ||||
| HEART TO HEART INTERNATIONAL | |||||||||||
| 104 BEHRMAN ST | MONCKS CORNER | SC | 29461 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | ||||
| HERRON SCHOOL OF ART AND DESIGN | |||||||||||
| 735 W NEW YORK ST | INDIANAPOLIS | IN | 46202 | NONE | 501(C)(3) | UNRESTRICTED | $8,500 | ||||
| HOWARD BROWN HEALTH | |||||||||||
| 3245 N HALSTED STREET | CHICAGO | IL | 60657 | NONE | 501(C)(3) | UNRESTRICTED | $25,000 | ||||
| HUNTINGTON HARBOUR PHILHARMONIC | |||||||||||
| 16889 ALGONQUIN ST | HUNTINGTON BEACH | CA | 96249 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | ||||
| I AM ALS | |||||||||||
| 1200 PENNSYLVANIA AVE NW 14135 | WASHINGTON | DC | 20044 | NONE | 501(C)(3) | UNRESTRICTED | $500 | ||||
| INDIANA YOUTH HOCKEY ASSOCIATION | |||||||||||
| 1040 3RD AVENE SW | CARMEL | IN | 46032 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | ||||
| INDIANAPOLIS ART CENTER | |||||||||||
| 820 E 67TH ST | INDIANAPOLIS | IN | 46220 | NONE | 501(C)(3) | UNRESTRICTED | $8,500 | ||||
| INNOCENCE PROJECT | |||||||||||
| 40 WORTH STREET STE 701 | NEW YORK | NY | 10013 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | ||||
| JUSTDONE | |||||||||||
| 2115 S PARK STREET | MADISON | WI | 53713 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | ||||
| LATIN SCHOOL | |||||||||||
| PO BOX 4462 | CARMEL | IN | 46802 | NONE | 501(C)(3) | UNRESTRICTED | $500 | ||||
| LOOKING GLASS COMMUNITY SERVICES | |||||||||||
| 260 E 11TH STREET | EUGENE | OR | 97401 | NONE | 501(C)(3) | UNRESTRICTED | $25,000 | ||||
| LOVE LIGHT & MELODY | |||||||||||
| 2921 WEST 38TH AVE 129 | DENVER | CO | 80211 | NONE | 501(C)(3) | UNRESTRICTED | $4,000 | ||||
| MAIN STREET MUSEUM | |||||||||||
| 58 BRIDGE ST 6 | RIVER JUNCTION | VT | 05001 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | ||||
| MARA ELEPHANT PROJECT | |||||||||||
| 4000 W 106TH STREET | CARMEL | IN | 46032 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | ||||
| MARSHALL B KETCHUM UNIVERSITY | |||||||||||
| 2575 YORBA LINDA BOULEVARD | FULLERTON | CA | 92837 | NONE | 501(C)(3) | UNRESTRICTED | $7,500 | ||||
| MASSACHUSETTES EYE AND EAR | |||||||||||
| 243 CHARLES ST | BOSTON | MA | 02114 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | ||||
| MATTHEW 25 MINISTRIES | |||||||||||
| 11060 KENWOOD ROAD | CINCINNATI | OH | 45242 | NONE | 501(C)(3) | UNRESTRICTED | $8,400 | ||||
| MERCY SHIPS | |||||||||||
| PO BOX 2020 | GARDEN VALLEY | TX | 75771 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | ||||
| MISSION OF MARY | |||||||||||
| 619 SILVER LANE | DAYTON | OH | 45410 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | ||||
| MOCKINGBIRD SOCIETY | |||||||||||
| 2100 24TH AVENUE S SUITE 240 | SEATTLE | WA | 98144 | NONE | 501(C)(3) | UNRESTRICTED | $7,500 | ||||
| MOUNTAIN COMMUNITY HOSPITAL | |||||||||||
| 29101 HOSPITAL ROAD | LAKE ARROWHEAD | CA | 92352 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | ||||
| NAACP | |||||||||||
| 4805 MT HOPE DRIVE | BALTIMORE | MD | 21215 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | ||||
| NATIONAL CENTER FOR FAMILIES ACLU | |||||||||||
| 125 BROAD ST 18TH FLOOR | NEW YORK | NY | 10004 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | ||||
| NO RAIN NO RAINBOWS | |||||||||||
| 2340 EAST CROSBY ROAD | MOORESVILLE | IN | 46158 | NONE | 501(C)(3) | UNRESTRICTED | $2,000 | ||||
| OHIO WILDERNESS BOYS CAMP | |||||||||||
| 44641 ZERGER QUARRY ROAD | SUMMERFIELD | OH | 43788 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | ||||
| OUTSIDE IN | |||||||||||
| 1132 S W 13TH AVENUE | PORTLAND | OR | 97205 | NONE | 501(C)(3) | UNRESTRICTED | $25,000 | ||||
| PARTNERS IN HEALTH | |||||||||||
| PO BOX 996 | FREDERICK | MD | 21705 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | ||||
| PATACHOU FOUNDATION | |||||||||||
| 4565 MARCY LANE | INDIANAPOLIS | IN | 46205 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | ||||
| PAWS & THINK | |||||||||||
| 1346 DELAWARE STREET | INDIANAPOLIS | IN | 46202 | NONE | 501(C)(3) | UNRESTRICTED | $15,000 | ||||
| PINE MOUNTAIN BOYS ACADEMY | |||||||||||
| 736 US 19 | MEANSVILLE | GA | 30256 | NONE | 501(C)(3) | UNRESTRICTED | $500 | ||||
| PLANNED PARENTHOOD | |||||||||||
| 200 S MERIDIAN STREET STE 400 | INDIANAPOLIS | IN | 46225 | NONE | 501(C)(3) | UNRESTRICTED | $7,500 | ||||
| PRO-BONE-O | |||||||||||
| PO BOX 1823 | EUGENE | OR | 97440 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | ||||
| PROVIDENCE WILDLIFE REHABILITATION | |||||||||||
| PO BOX 40491 | INDIANAPOLIS | IN | 46240 | NONE | 501(C)(3) | UNRESTRICTED | $4,000 | ||||
| PURDUE FOUNDATION | |||||||||||
| 403 WEST WOOD STREET | LAFAYETTE | IN | 47907 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | ||||
| RILEY CHILDREN'S HOSPITAL | |||||||||||
| 500 N MERIDIAN ST | INDIANAPOLIS | IN | 46204 | NONE | 501(C)(3) | UNRESTRICTED | $3,000 | ||||
| RUBY'S RAINBOWS | |||||||||||
| PO BOX 153095 | AUSTIN | TX | 78715 | NONE | 501(C)(3) | UNRESTRICTED | $2,000 | ||||
| SAFY | |||||||||||
| 10100 ELIDA RD | DELPHOS | OH | 45833 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | ||||
| SAINT FLORRIAN CENTER | |||||||||||
| PO BOX 2896 | INDIANAPOLIS | IN | 46206 | NONE | 501(C)(3) | UNRESTRICTED | $7,500 | ||||
| SEATTLE ART MUSEUM | |||||||||||
| 300 FIRST AVENUE | SEATTLE | WA | 98101 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | ||||
| SHEEP CARE | |||||||||||
| 527 WING POINT | COLDWATER | MI | 49036 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | ||||
| SIDEKICK FOUNDATION | |||||||||||
| 40000 W 106TH STREET SUITE 125-238 | CARMEL | IN | 46032 | NONE | 501(C)(3) | UNRESTRICTED | $7,500 | ||||
| ST JUDES CHILDREN'S RESEARCH HOSPITAL | |||||||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | ||||
| STRIDES FOR SUCCESS | |||||||||||
| 1350 TERRY DRIVE | PLAINFIELD | IN | 46168 | NONE | 501(C)(3) | UNRESTRICTED | $1,500 | ||||
| TEAM READ | |||||||||||
| 2445 3RD AVENUE S | SEATTLE | WA | 98134 | NONE | 501(C)(3) | UNRESTRICTED | $5,000 | ||||
| THE CHICAGO COALITION FOR FAMILY BUILDING | |||||||||||
| 676 N ST CLAIR ST STE 2310 | CHICAGO | IL | 60611 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | ||||
| THE GOLDEN SCOOP | |||||||||||
| 9540 NALL AVE | OVERLADN PARK | KS | 66207 | NONE | 501(C)(3) | UNRESTRICTED | $9,500 | ||||
| THE HISTORIC ARTCRAFT THEATRE | |||||||||||
| 57 N MAIN ST | FRANKLIN | IN | 46131 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | ||||
| THE HOPE ACADEMY | |||||||||||
| 3919 MADISON AVE STE 100 | INDIANAPOLIS | IN | 46227 | NONE | 501(C)(3) | UNRESTRICTED | $7,500 | ||||
| THE ORCHARD SCHOOL | |||||||||||
| 615 W 64TH STREET | INDIANAPOLIS | IN | 46260 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | ||||
| THE OWL PROJECT ORCHARD | |||||||||||
| 615 W 64TH STREET | INDIANAPOLIS | IN | 46260 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | ||||
| THINK PINEAPPLE FOUNDATION | |||||||||||
| 27975 OLD 41 RD UNIT 111 | BONITA SPRINGS | FL | 34132 | NONE | 501(C)(3) | UNRESTRICTED | $8,400 | ||||
| UPADOWNA | |||||||||||
| PO BOX 309 | COLORADO SPRINGS | CO | 80910 | NONE | 501(C)(3) | UNRESTRICTED | $15,000 | ||||
| WAGS INN | |||||||||||
| 3190 CORTSVILLE ROAD | SOUTH CHARLESTON | OH | 45368 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | ||||
| WATER PROJECT AFRICA | |||||||||||
| 527 WING POINT | COLDWATER | MI | 49036 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | ||||
| WELLSPRING | |||||||||||
| 1900 RAINER AVE S | SEATTLE | WA | 98144 | NONE | 501(C)(3) | UNRESTRICTED | $10,000 | ||||
| WHEELER MISSION | |||||||||||
| 3208 E MICHIGAN ST | INDIANAPOLIS | IN | 46201 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | ||||
| WITH INC | |||||||||||
| 122 W GLENWOOD AVENUE | KNOXVILLE | TN | 37917 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | ||||
| WITNESS FOR INNOCENCE | |||||||||||
| 1501 CHERRY STREET | PHILADELPHIA | PA | 19102 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | ||||
| YEPP | |||||||||||
| 835 W ADDISON STREET | CHICAGO | IL | 60613 | NONE | 501(C)(3) | UNRESTRICTED | $7,500 | ||||
| YOUNG LIFE | |||||||||||
| 136 S 9TH STREET | NOBLESVILLE | IN | 46060 | NONE | 501(C)(3) | UNRESTRICTED | $5,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $470,400 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,513 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,813 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $55,326 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $55,326 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HERITAGE GROUP | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 68123 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46268 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $592,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,098 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,098 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD HIGH YIELD CORPORATE FUND | $38,557 | $31,261 |
| VANGUARD LONG-TERM BOND INDEX FUND | $36,185 | $36,231 |
| VANGUARD SHORT-TERM CORPORATE FUND | $41,765 | $39,348 |
| INTER-TERM INVEST-GR ADM | $77,486 | $67,676 |
| SHORT-TERM BOND INDEX FUND ADM | $36,121 | $36,013 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD STRATEGIC EQUITY FUND | $35,430 | $64,717 |
| TOTAL INTL STOCK IX ADMIRAL | $44,280 | $62,753 |
| TOTAL STOCK MKT IDX ADM | $57,062 | $180,252 |
| WINDSOR II FUND ADM | $86,678 | $120,601 |
| VANGUARD US GROWTH FUND ADMIRAL | $57,655 | $93,664 |
| EXPLORER FUND ADMIRAL | $27,418 | $39,636 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| THE HERITAGE GROUP INVESTMENT CO., LLC | AT COST | $673,949 | $673,949 |
| FEDERAL MONEY MARKET FUND | AT COST | $33,650 | $33,650 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSE | Desc |
| Revenue And Expenses Per Books | $32,896 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $32,896 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $19,894 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $19,894 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX | $163 | $163 | $0 | $0 |
| FEDERAL TAX | $1,140 | $0 | $0 | $1,140 |
Comments