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ARTHUR JORDAN FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ARTHUR JORDAN FOUNDATION (EIN 35-0428850)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-07
- IRS object ID
- 202313119349100306
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-07T07:57:24-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 351178661 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUE & CO LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12800 N MERIDIAN ST STE 400 | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46032 | 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 | 350428850 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARTHUR JORDAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ARTH | BusinessNameControlTxt |
| Phone | 3176351378 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 275 MEDICAL DRIVE | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46032 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARA B COBB | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 3176351378 | PhoneNum |
| Signature | 2023-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SARA | PersonFirstNm |
| Person Last | COBB | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | 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 | ANGELA N CRAWFORD CPA | PreparerPersonNm |
| PTIN | P00573197 | PTIN |
| Phone | 3178488920 | PhoneNum |
| Preparation | 2023-11-03 | PreparationDt |
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 | $16,603,307 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $557,796 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $557,796 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $1 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $1 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $1 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $571,032 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,574,901 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $571,032 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,128,829 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,128,829 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $28,800 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $14,400 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $14,400 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $55,290 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $27,645 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $27,645 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $13,085 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $6,543 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $6,542 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $17,193 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,597 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,596 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $62,637 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $59,670 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,967 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $18,174 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,115 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,115 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $81,603 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,660 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $74,943 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $276,782 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $125,630 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $137,208 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $450,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $450,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $727,282 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $125,630 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $587,708 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $401,547 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,003,199 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $110 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $247,486 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $80,451 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $80,451 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $6,056 | AcctRcvblAmt |
| Acct Rcvbl EOY | $6,056 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $6,056 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $2,044 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $7,651 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $7,651 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $950,642 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,095,552 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,095,552 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $15,296,789 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,846,316 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,846,316 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,031,821 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,459,704 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,459,704 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $926,968 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $926,968 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,180,609 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,180,609 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,180,609 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $19,709,501 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,603,307 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,603,307 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $22,863 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,924 | AccountsPayableEOYAmt |
| Grants Payable BOY | $367,679 | GrantsPayableBOYAmt |
| Grants Payable EOY | $91,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $390,542 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $92,924 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $19,295,156 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $16,486,491 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $23,803 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $23,892 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,318,959 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,510,383 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,709,501 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,603,307 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,318,959 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $401,547 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $19,720,506 | SubtotalAmt |
| Other Decreases | $3,210,123 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,510,383 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SALE OF PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $7,574,901 | GrossSalesPriceAmt |
| Cost Or Other Basis | $7,003,869 | CostOrOtherBasisAmt |
| Gain Or Loss | $571,032 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $571,032 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $571,032 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,944 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,944 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,944 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,000 | 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 | $20,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $176 | EsPenaltyAmt |
| Overpayment | $5,880 | OverpaymentAmt |
| Applied To ES Tax | $5,880 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | WWW.ARTHURJORDANFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VALERY DELONG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3176351378 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 275 MEDICAL DRIVE | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46032 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| SARA B COBB | ||||||||
| 1230 N DELAWARE STREET | INDIANAPOLIS | IN | 46202 | CHAIRMAN | 1.00 | $4,800 | $0 | $0 |
| ROSEMARY DORSA | ||||||||
| 1230 N DELAWARE STREET | INDIANAPOLIS | IN | 46202 | VICE CHAIRMAN | 1.00 | $4,800 | $0 | $0 |
| GRACIA J FLOYD | ||||||||
| 1230 N DELAWARE STREET | INDIANAPOLIS | IN | 46202 | SECRETARY | 1.00 | $4,800 | $0 | $0 |
| ELAINE E BEDEL | ||||||||
| 1230 N DELAWARE STREET | INDIANAPOLIS | IN | 46202 | TREASURER | 1.00 | $4,800 | $0 | $0 |
| JOHN L KRAUSS | ||||||||
| 1230 N DELAWARE STREET | INDIANAPOLIS | IN | 46202 | TRUSTEE | 1.00 | $4,800 | $0 | $0 |
| SAMUEL L ODLE | ||||||||
| 1230 N DELAWARE STREET | INDIANAPOLIS | IN | 46202 | TRUSTEE | 1.00 | $4,800 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARGARET SALLEE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1230 N DELAWARE STREET | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | ADMINISTRATOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 36.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $55,290 | CompensationAmt |
| Employee Benefits | $13,086 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $16,433,195 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,664 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,447,859 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,447,859 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $246,718 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,201,141 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $810,057 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $810,057 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,944 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,944 | TotalTaxAmt |
| Distributable Before Adj | $796,113 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $796,113 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $796,113 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $587,708 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $587,708 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $796,113 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $326,613 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $587,708 | QualifyingDistributionsAmt |
| Applied To Year1 | $326,613 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $261,095 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $535,018 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | VALERY DELONG | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1230 N DELAWARE STREET | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3176311888 | RecipientPhoneNum |
| Recipient Email Address | VDELONG@ARTHURJORDANFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | LETTER OR NARRATIVE (2-3 PAGES), BUDGET, AUDITED FINANCIAL STATEMENTS IF AVAILABLE, PROOF OF TAX-EXEMPT STATUS, AND A LIST OF THE BOARD OF DIRECTORS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MARCH 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | MARION COUNTY, INDIANA ONLY. NO MEDICAL RESEARCH GRANTS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | |||||||
| 1510 NORTH MERIDIAN STREET | INDIANAPOLIS | IN | 46202 | PC | OPERATING SUPPORT | $2,500 | |
| ARTS FOR LEARNING | |||||||
| 546 E 17TH ST STE 200 | INDIANAPOLIS | IN | 46202 | PC | OPERATING SUPPORT | $3,000 | |
| ASCENT 121 | |||||||
| PO BOX 1143 | CARMEL | IN | 46032 | PC | OPERATING SUPPORT | $2,500 | |
| BIG BROTHERS BIG SISTERS OF CENTRAL INDIANA | |||||||
| 2960 N MERIDIAN STREET | INDIANAPOLIS | IN | 46208 | PC | OPERATING SUPPORT | $3,000 | |
| BUTLER UNIVERSITY | |||||||
| 4600 SUNSET AVENUE | INDIANAPOLIS | IN | 46208 | PC | OPERATING SUPPORT | $10,000 | |
| EITELJORG MUSEUM OF AMERICAN INDIANS AND WESTERN ART | |||||||
| 500 WEST WASHINGTON STREET | INDIANAPOLIS | IN | 46204 | PC | OPERATING SUPPORT | $2,500 | |
| FREETOWN VILLAGE INC | |||||||
| 300 E FALL CREEK PARKWAY NORTH DR | INDIANAPOLIS | IN | 46205 | PC | OPERATING SUPPORT | $2,500 | SUITE 503 |
| GLEANERS FOOD BANK OF INDIANA INC | |||||||
| 3737 WALDEMERE AVE | INDIANAPOLIS | IN | 46241 | PC | OPERATING SUPPORT | $10,000 | |
| HARRISON CENTER FOR THE ARTS | |||||||
| 1505 N DELAWARE STREET | INDIANAPOLIS | IN | 46202 | PC | OPERATING SUPPORT | $2,500 | |
| HEARTLAND FILM INC | |||||||
| PO 2972 | INDIANAPOLIS | IN | 46203 | PC | OPERATING SUPPORT | $2,500 | |
| HUMANE SOCIETY OF INDIANAPOLIS DBA INDYHUMANE | |||||||
| 7929 N MICHIGAN ROAD | INDIANAPOLIS | IN | 46268 | PC | OPERATING SUPPORT | $2,500 | |
| INDIANA BLACK EXPO | |||||||
| 3145 N MERIDIAN STREET | INDIANAPOLIS | IN | 46208 | PC | OPERATING SUPPORT | $2,500 | |
| INDIANA HISTORICAL SOCIETY | |||||||
| 450 W OHIO ST | INDIANAPOLIS | IN | 46202 | PC | OPERATING SUPPORT | $2,500 | |
| INDIANA PERFORMING ARTS CENTRE | |||||||
| 401 E MICHIGAN STREET | INDIANAPOLIS | IN | 46204 | PC | OPERATING SUPPORT | $2,500 | |
| INDIANA STATE MUSEUM FOUNDATION INC | |||||||
| 650 W WASHINGTON ST | INDIANAPOLIS | IN | 46204 | PC | OPERATING SUPPORT | $3,000 | |
| INDIANA YOUTH INSTITUTE | |||||||
| 603 E WASHINGTON ST | INDIANAPOLIS | IN | 46204 | PC | OPERATING SUPPORT | $2,500 | |
| INDIANAPOLIS ART CENTER | |||||||
| 820 E 67TH STREET | INDIANAPOLIS | IN | 46220 | PC | OPERATING SUPPORT | $2,500 | |
| INDIANAPOLIS CHILDREN'S CHOIR | |||||||
| 4600 SUNSET AVENUE | INDIANAPOLIS | IN | 46208 | PC | OPERATING SUPPORT | $7,500 | |
| INDIANAPOLIS JAZZ FOUNDATION INC | |||||||
| PO BOX 20857 | INDIANAPOLIS | IN | 46220 | PC | OPERATING SUPPORT | $2,500 | |
| INDIANAPOLIS NEIGHBORHOOD RESOURCE CENTER | |||||||
| 708 E MICHIGAN ST | INDIANAPOLIS | IN | 46202 | PC | OPERATING SUPPORT | $2,500 | |
| THE INDIANAPOLIS PUBLIC LIBRARY FOUNDATION | |||||||
| PO BOX 6134 | INDIANAPOLIS | IN | 46206 | PC | OPERATING SUPPORT | $2,500 | |
| INDIANAPOLIS SYMPHONIC CHOIR | |||||||
| 4600 SUNSET AVE | INDIANAPOLIS | IN | 46208 | PC | OPERATING SUPPORT | $2,500 | |
| JOY'S HOUSE | |||||||
| 2028 E BROAD RIPPLE AVENUE | INDIANAPOLIS | IN | 46220 | PC | OPERATING SUPPORT | $2,500 | |
| NOBLE INC | |||||||
| 7701 EAST 21ST STREET | INDIANAPOLIS | IN | 46219 | PC | OPERATING SUPPORT | $4,000 | |
| OUTREACH INC | |||||||
| 2416 E NEW YORK ST | INDIANAPOLIS | IN | 46201 | PC | OPERATING SUPPORT | $5,000 | |
| ST MARY'S CHILD CENTER | |||||||
| 901 DR MARTIN LUTHER KING JR ST | INDIANAPOLIS | IN | 46202 | PC | OPERATING SUPPORT | $3,000 | |
| SPIRIT & PLACE | |||||||
| THE POLIS CENTER 1200 WATERWAY BLVD | INDIANAPOLIS | IN | 46202 | PC | OPERATING SUPPORT | $2,500 | |
| WFYI PUBLIC MEDIA | |||||||
| 1630 NORTH MERIDIAN STREET | INDIANAPOLIS | IN | 46202 | PC | OPERATING SUPPORT | $2,500 | |
| WHEELER MISSION | |||||||
| 205 EAST NEW YORK STREET | INDIANAPOLIS | IN | 46204 | PC | OPERATING SUPPORT | $2,500 | |
| YMCA OF GREATER INDIANAPOLIS | |||||||
| 615 N ALABAMA STREET SUITE 200 | INDIANAPOLIS | IN | 46204 | PC | OPERATING SUPPORT | $4,000 | |
| UNITED WAY OF CENTRAL INDIANA | |||||||
| 2955 N MERIDIAN STREET | INDIANAPOLIS | IN | 46208 | PC | OPERATING SUPPORT | $12,500 | |
| BENJAMIN HARRISON PRESIDENTIAL SITE INC | |||||||
| 1230 N DELAWARE STREET | INDIANAPOLIS | IN | 46202 | PC | OPERATING SUPPORT | $335,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $450,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $557,796 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $571,032 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,128,829 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,128,829 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $17,193 | Amt |
| Net Investment Income | $8,597 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,596 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $2,459,704 | EOYBookValueAmt |
| EOYFMV | $2,459,704 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $10,846,316 | EOYBookValueAmt |
| EOYFMV | $10,846,316 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,095,552 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,095,552 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ALTERNATIVE INVESTMENT | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $926,968 | BookValueAmt |
| EOYFMV | $926,968 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VALUE OF HOME | $1 | $1 | $1 |
| PRESIDENT HARRISON ARTIFACTS | $1,180,608 | $1,180,608 | $1,180,608 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $3,210,123 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $7,810 | $3,905 | $3,905 |
| INSURANCE | $2,063 | $1,032 | $1,031 |
| REIMBURSABLE EXPENSES | $68,284 | $0 | $68,284 |
| MISCELLANEOUS | $3,446 | $1,723 | $1,723 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEE | $56,703 | $56,703 | $0 |
| CONSULTING | $5,934 | $2,967 | $2,967 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $4,230 | $2,115 | $2,115 |
| EXCISE TAXES | $13,944 | $0 | $0 |