THE HEGELER-CARUS FOUNDATION: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
THE HEGELER-CARUS FOUNDATION (EIN 36-4023939)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-09
IRS object ID
202333139349303713
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-09T11:30:57-08:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN274201171PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Hopkins & Associates CPAsBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1314 S McCoy StreetAddressLine1Txt
CityGranvilleCityNm
State AbbreviationILStateAbbreviationCd
ZIP61326ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN364023939EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE HEGELER CARUS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHEGEBusinessNameControlTxt
Phone8152246674PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1315 FIFTH STREETAddressLine1Txt
CityPERUCityNm
State AbbreviationILStateAbbreviationCd
ZIP61354ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonM BLOUKE CARUSPersonNm
Person TitleChairmanPersonTitleTxt
Signature2023-11-09SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstM BLOUKEPersonFirstNm
Person LastCARUSPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJoel HopkinsPreparerPersonNm
PTINP01345957PTIN
Phone8153396630PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerM BLOUKE CARUSPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1315 FIFTH STREETAddressLine1Txt
CityPERUCityNm
State AbbreviationILStateAbbreviationCd
ZIP61354ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$374,444GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresshegelercarus.orgWebsiteAddressTxt
Type Of Organization OtherYes (X)TypeOfOrganizationOtherInd
Formation1995FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionPRESERVE THE HERITAGE OF THE HEGELER CARUS MANSION.ActivityOrMissionDesc
Voting Members Governing Body11VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers42TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$480,397PYContributionsGrantsAmt
CY Contributions Grants$332,262CYContributionsGrantsAmt
PY Program Service Revenue$51,719PYProgramServiceRevenueAmt
CY Program Service Revenue$41,262CYProgramServiceRevenueAmt
PY Investment Income$158PYInvestmentIncomeAmt
CY Investment Income$920CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$532,274PYTotalRevenueAmt
CY Total Revenue$374,444CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$261,565PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$266,169CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$255,071PYOtherExpensesAmt
CY Other Expenses$254,988CYOtherExpensesAmt
PY Total Expenses$516,636PYTotalExpensesAmt
CY Total Expenses$521,157CYTotalExpensesAmt
PY Revenues Less Expenses$15,638PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$146,713CYRevenuesLessExpensesAmt
Total Assets BOY$2,827,325TotalAssetsBOYAmt
Total Assets EOY$2,682,132TotalAssetsEOYAmt
Total Liabilities BOY$24,367TotalLiabilitiesBOYAmt
Total Liabilities EOY$25,887TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,802,958NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,656,245NetAssetsOrFundBalancesEOYAmt
MissionTO PRESERVE AND USE THE HEGELER CARUS MANSION AND ITS MANY STORIES TO INSPIRE EXCITEMENT AND APPRECIATION LOCALLY AND GLOBALLY FOR ITS HERITAGE, ARCHITECTURE AND DESIGN.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$460,202ExpenseAmt
Revenue$41,262RevenueAmt
DescRESTORATION OF THE HEGELER CARUS MANSION. THE EXPENSES LISTED ARE LIMITED TO THE RESTORATION OF THE HEGELER CARUS MANSION. THE EXPENSES LISTED HERE ARE LIMITED TO THE NON-CAPITALIZED OCCUPANCY & MAINTENANCE COSTS INCURRED DURING THE RESTORATION PERIOD.Desc
Total Program Service Expenses$460,202TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld CompliancefalseBackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Form8282 Filed0Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members11GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonBARRY WHITEDPersonNm
Phone8152246549PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1315 FIFTH STREETAddressLine1Txt
CityPERUCityNm
State AbbreviationILStateAbbreviationCd
ZIP61354ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
WILLIAM T BARNES
Executive Dir.40.000.00Yes (X)$0$0$0
DAVE CONTERIO
Treasurer0.100.00Yes (X)$0$0$0
WENDY ASPHAHANI
Director0.100.00Yes (X)$0$0$0
PATRICK BARRY
Secretary0.100.00Yes (X)$0$0$0Yes (X)
KENETH J FICEK
Director0.100.00Yes (X)$0$0$0
J PARRISH MCCORMACK
Director0.100.00Yes (X)$0$0$0
M BLOUKE CARUS
Chairman0.500.00Yes (X)$0$0$0Yes (X)
INGA CARUS
Vice Chairman0.500.00Yes (X)$0$0$0Yes (X)
FRANK BUTTERFIELD
Director0.100.00Yes (X)$0$0$0
ROLF ACHILLES
Director0.100.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$332,262AllOtherContributionsAmt
Total Contributions$332,262TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
GIFT SHOP SALES$2,442$2,442
MANSION TOURS$16,747$16,747
SPECIAL EVENTS$22,073$22,073
FieldValueIRS element (for citing)
Total Program Service Revenue$41,262TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$920TotalRevenueColumnAmt
Exclusion$920ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$374,444TotalRevenueColumnAmt
Related Or Exempt Func Income$41,262RelatedOrExemptFuncIncomeAmt
Exclusion$920ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$215,331TotalAmt
Program Services$183,031ProgramServicesAmt
Management And General$32,300ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$50,838TotalAmt
Program Services$43,212ProgramServicesAmt
Management And General$7,626ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$100TotalAmt
Management And General$100ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$6,000TotalAmt
Program Services$5,185ProgramServicesAmt
Management And General$815ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$23,464TotalAmt
Program Services$19,944ProgramServicesAmt
Management And General$3,520ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$6,029TotalAmt
Program Services$5,125ProgramServicesAmt
Management And General$904ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$46,216TotalAmt
Program Services$39,283ProgramServicesAmt
Management And General$6,933ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$873TotalAmt
Program Services$873ProgramServicesAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$101,335TotalAmt
Program Services$101,335ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$34,382TotalAmt
Program Services$29,225ProgramServicesAmt
Management And General$5,157ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
REPAIRS AND MAINTENANCE$17,219$14,636$2,583
PROGRAM SUPPLIES$6,312$6,312
PRESERVATION$3,153$3,153
BOOK & GIFT SHOP$3,130$3,130

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$6,775TotalAmt
Program Services$5,758ProgramServicesAmt
Management And General$1,017ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$521,157TotalAmt
Program Services$460,202ProgramServicesAmt
Management And General$60,955ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$564BOYAmt
EOY$300EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$360,924BOYAmt
EOY$325,799EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$19,952BOYAmt
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$5,215BOYAmt
EOY$4,196EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$4,440,364LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,101,029LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,440,670BOYAmt
EOY$2,339,335EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$12,500EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
EOY$2EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,827,325BOYAmt
EOY$2,682,132EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$24,367BOYAmt
EOY$25,887EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$24,367BOYAmt
EOY$25,887EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,702,500BOYAmt
EOY$2,532,959EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$100,458BOYAmt
EOY$123,286EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,802,958BOYAmt
EOY$2,656,245EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,827,325BOYAmt
EOY$2,682,132EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$146,713ReconcilationRevenueExpnssAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteefalseAuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$284,573CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$396,118CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$394,011CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$435,694CurrentTaxYearMinus1YearAmt
Current Tax Year$333,371CurrentTaxYearAmt
Total$1,843,767TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$284,573CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$396,118CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$394,011CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$435,694CurrentTaxYearMinus1YearAmt
Current Tax Year$333,371CurrentTaxYearAmt
Total$1,843,767TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,213,381SubstantialContributorsTotAmt
Public Support Total170$630,386PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$220CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$163CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$219CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$158CurrentTaxYearMinus1YearAmt
Current Tax Year$920CurrentTaxYearAmt
Total$1,680TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$1,845,447TotalSupportAmt
Public Support CY1700.34160PublicSupportCY170Pct
Public Support PY1700.33420PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind
Facts And Circumstances TestCurrent Year Facts and Circumstances: The Foundatin owns a historic mansion, houses, and works of art, including drawings and sketchet. The Foundation uses the works of arts as exhibits to the public. The Foundation also preserves the heritage of the mansion and houses. The Foundation maintains a continuous and bona fide program for solicitation of funds from the general public, community, membership groups, governmental units, or public charities. Prior Year Facts and Circumstances: The Foundatin owns a historic mansion, houses, and works of art, including drawings and sketchet. The Foundation uses the works of arts as exhibits to the public. The Foundation also preserves the heritage of the mansion and houses. The Foundation maintains a continuous and bona fide program for solicitation of funds from the general public, community, membership groups, governmental units, or public charities.FactsAndCircumstancesTestTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule D IRS990ScheduleD

Held Works Art HeldWorksArtGrp

FieldValueIRS element (for citing)
Assets Included$177,678AssetsIncludedAmt
FieldValueIRS element (for citing)
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Solicited Assets SalefalseSolicitedAssetsSaleInd

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,033,468OtherCostOrOtherBasisAmt
Depreciation$1,987,457DepreciationAmt
Book Value$2,046,011BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$133,705OtherCostOrOtherBasisAmt
Depreciation$19,283DepreciationAmt
Book Value$114,422BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$20,040OtherCostOrOtherBasisAmt
Depreciation$20,040DepreciationAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$253,151OtherCostOrOtherBasisAmt
Depreciation$74,249DepreciationAmt
Book Value$178,902BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,339,335TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$374,444TotalRevEtcAuditedFinclStmtAmt
Revenue Subtotal$374,444RevenueSubtotalAmt
Total Revenue Per Form990$374,444TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$521,157TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$521,157ExpensesSubtotalAmt
Total Expenses Per Form990$521,157TotalExpensesPerForm990Amt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section A, Line 2Inga Carus is the daughter of M. Blouke Carus.
Form 990, Part VI, Section B, Line 11bThe 990 Form was presented and reviewed by the board of directors.
Form 990, Part VI, Section B, Line 12cThe conflict of interest policy was adopted March 2015. Signed documents from each board member and key employees continue to be updated annually.
Form 990, Part VI, Section B, Line 15aCarus Corporation, the related organization, provides job evaluation services as part of its payroll management services to Hegeler Carus Foundation.
Form 990, Part VI, Section B, Line 15bCarus Corporation, the related organization, provides job evaluation services as part of its payrol management services to Hegeler Carus Foundation.
Form 990, Part VI, Section C, Line 19The governing documents and financial statements are available to the public based on requests received at the foundation office.

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