RICHARD M FAIRBANKS FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- RICHARD M FAIRBANKS FOUNDATION INC (EIN 31-1189885)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202333199349100723
- 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
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T06:23:05+00:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3815 River Crossing Parkway Suite 3 | AddressLine1Txt |
| Address Line2 | 00 | AddressLine2Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 462400977 | 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 | 311189885 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Richard M Fairbanks Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RICH | BusinessNameControlTxt |
| Phone | 3178467111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 N Pennsylvania St Ste 2500 | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kevin Kessinger | PersonNm |
| Person Title | Treasurer and CFO | PersonTitleTxt |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Kevin | PersonFirstNm |
| Person Last | Kessinger | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Nicole Bencik | PreparerPersonNm |
| PTIN | P00756195 | PTIN |
| Phone | 3175698989 | PhoneNum |
| 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 | $373,299,346 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $423,993 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $404,138 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,672,212 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,649,665 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,484,086 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $15,492,515 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | -$3,547,343 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$4,000,393 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $16,032,948 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15,545,925 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $942,124 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $165,528 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $776,596 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $742,062 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $31,060 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $711,002 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $429,838 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $55,153 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $374,685 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $29,376 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,406 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $24,970 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $76,890 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $46,134 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $30,756 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $686,217 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $650,453 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $35,764 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $377,631 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $366,117 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $402,163 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $48,899 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $576,624 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $336,605 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $166,032 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $24,905 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $141,127 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $57,095 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $8,564 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $48,531 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,141,730 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,260,466 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,534,324 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,627,782 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,998,290 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,677,755 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,195,116 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,195,116 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $21,822,898 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,998,290 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $15,872,871 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,789,950 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,547,635 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $126,364 | CashBOYAmt |
| Cash EOY | $449,168 | CashEOYAmt |
| Cash EOYFMV | $449,168 | CashEOYFMVAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $10,676 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $10,676 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $10,676 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $30,455,573 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $23,238,457 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $23,238,457 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $386,707,451 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $349,539,705 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $349,539,705 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $586,370 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $525,030 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $123,528 | LandBOYAmt |
| Land EOY | $61,340 | LandEOYAmt |
| Land EOYFMV | $61,340 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $417,423,592 | TotalAssetsBOYAmt |
| Total Assets EOY | $373,299,346 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $373,299,346 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Retained Earning BOY | $417,423,592 | RetainedEarningBOYAmt |
| Retained Earning EOY | $373,299,346 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $417,423,592 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $373,299,346 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $417,423,592 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $373,299,346 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $417,423,592 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,789,950 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $411,633,642 | SubtotalAmt |
| Other Decreases | $38,334,296 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $373,299,346 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| GAIN/LOSS OF PUBLICLY TRADED SECURITIES | P | $6,626,010 | $6,626,010 | $0 | $6,626,010 |
| GAIN/LOSS FROM PASS-THROUGH INVESTMENTS | P | $8,866,505 | $8,866,505 | $0 | $8,866,505 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,492,515 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $146,612 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $146,612 | SubtotalAmt |
| Tax Based On Investment Income | $146,612 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $400,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $400,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $253,388 | OverpaymentAmt |
| Applied To ES Tax | $53,388 | AppliedToESTaxAmt |
| Refund | $200,000 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | HI | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | LA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.rmff.org | WebsiteAddressTxt |
| Individual With Books | Kevin Kessinger | IndividualWithBooksNm |
| Phone | 3178467111 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 N Pennsylvania St Ste 2500 | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 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 |
|---|---|---|---|---|---|---|---|---|
| CLAIRE FIDDIAN-GREEN | ||||||||
| 211 N Pennsylvania St Ste 2500 | Indianapolis | IN | 46204 | CEO | 40.000 | $387,183 | $57,583 | $0 |
| ELLEN QUIGLEY | ||||||||
| 211 N Pennsylvania St Ste 2500 | Indianapolis | IN | 46204 | VP OF PROGRAMS | 40.000 | $245,910 | $19,022 | $0 |
| KEVIN KESSINGER | ||||||||
| 211 N Pennsylvania St Ste 2500 | Indianapolis | IN | 46204 | CFO | 40.000 | $222,839 | $50,876 | $0 |
| BRYAN A MILLS | ||||||||
| 211 N Pennsylvania St Ste 2500 | Indianapolis | IN | 46204 | DIRECTOR | 1.000 | $0 | $0 | $0 |
| CHRISTOPHER M CALLAHAN | ||||||||
| 211 N Pennsylvania St Ste 2500 | Indianapolis | IN | 46204 | DIRECTOR | 1.000 | $0 | $0 | $0 |
| DANIEL C APPEL | ||||||||
| 211 N Pennsylvania St Ste 2500 | Indianapolis | IN | 46204 | CHAIRMAN | 1.000 | $0 | $0 | $0 |
| JEFFREY HARRISON | ||||||||
| 211 N Pennsylvania St Ste 2500 | Indianapolis | IN | 46204 | DIRECTOR | 1.000 | $0 | $0 | $0 |
| JONATHAN B FAIRBANKS | ||||||||
| 211 N Pennsylvania St Ste 2500 | Indianapolis | IN | 46204 | DIRECTOR | 1.000 | $0 | $0 | $0 |
| ZAINAB BASS | ||||||||
| 211 N Pennsylvania St Ste 2500 | Indianapolis | IN | 46204 | DIRECTOR | 1.000 | $0 | $0 | $0 |
| THOMAS H RISTINE | ||||||||
| 211 N Pennsylvania St Ste 2500 | Indianapolis | IN | 46204 | DIRECTOR | 1.000 | $0 | $0 | $0 |
| AMANDULA N ANDERSON | ||||||||
| 211 N Pennsylvania St Ste 2500 | Indianapolis | IN | 46204 | DIRECTOR | 1.000 | $0 | $0 | $0 |
| MARIO RODRIGUEZ | ||||||||
| 211 N Pennsylvania St Ste 2500 | Indianapolis | IN | 46204 | DIRECTOR | 1.000 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| EMILYN WHITESELL | ||||||||
| 211 N Pennsylvania St Ste 2500 | Indianapolis | IN | 46204 | SR DIR OF LEARNING | 40.000 | $158,872 | $39,109 | $0 |
| KATHRYN NIELSEN | ||||||||
| 211 N Pennsylvania St Ste 2500 | Indianapolis | IN | 46204 | SR PROGRAM OFFICER | 40.000 | $116,515 | $28,321 | $0 |
| SARAH HAWKINS | ||||||||
| 211 N Pennsylvania St Ste 2500 | Indianapolis | IN | 46204 | SR PROGRAM OFFICER | 32.000 | $105,805 | $40,630 | $0 |
| SCOTT SEMESTER | ||||||||
| 211 N Pennsylvania St Ste 2500 | Indianapolis | IN | 46204 | EXECUTIVE ASSISTANT | 40.000 | $91,851 | $18,211 | $0 |
| IRENE JACKSON | ||||||||
| 211 N Pennsylvania St Ste 2500 | Indianapolis | IN | 46204 | FIN COORDINATOR | 40.000 | $79,234 | $35,586 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 3 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Hall Capital Partners | |||||
| One Maritime Plaza 6th Floor | San Francisco | CA | 94111 | Investment management services | $535,000 |
| RTI INTERNATIONAL | |||||
| 3040 CORNWALLIS ROAD | RESEARCH TRIANGLE PARK | NC | 27709 | PROVIDES RESEARCH, DEVELOPMENT AND TECHNICAL SERVICES | $360,469 |
| VOX GLOBAL LLC | |||||
| PO Box 771733 | ST LOUIS | MO | 63177 | COMMUNICATION SERVICES | $138,478 |
| Well Done Marketing | |||||
| 1043 Virginia Ave Suite 1A | INDIANAPOLIS | IN | 46203 | COMMUNICATION SERVICES | $135,150 |
| Resultant LLC | |||||
| 111 Monument Circle Suite 202 | INDIANAPOLIS | IN | 46204 | INFORMATION TECHNOLOGY SERVICES | $131,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 7 | 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 | $63,540,800 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $154,102 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $317,388,018 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $381,082,920 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $381,082,920 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,716,244 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $375,366,676 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,768,334 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,768,334 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $146,612 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $146,612 | TotalTaxAmt |
| Distributable Before Adj | $18,621,722 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $18,621,722 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $18,621,722 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $15,872,871 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $15,872,871 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,621,722 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $14,578,607 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $15,872,871 | QualifyingDistributionsAmt |
| Applied To Year1 | $14,578,607 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,294,264 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $17,327,458 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (155 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 16 Tech Community Corporation | ||||||||
| 1220 Waterway Blvd | Indianapolis | IN | 46202 | None | SO I | Gift Honoring Marilee Springer's Service | $5,000 | |
| 500 Festival Foundation | ||||||||
| 21 Virginia Avenue Suite 500 | Indianapolis | IN | 46204 | None | SO I | Matching Gift Donation | $750 | |
| ALL-OPTIONS INC | ||||||||
| PO Box 28284 | Oakland | CA | 94604 | None | PC | Matching Gift Donation | $750 | |
| Alzheimer's Association | ||||||||
| 8430 W Bryn Mawr Ave Suite 800 | Chicago | IL | 60631 | None | PC | Matching Gift Donation | $3,000 | |
| American Cabaret Theatre | ||||||||
| 924 N Pennsylvania Street | Indianapolis | IN | 46204 | None | PC | Matching Gift Donation | $1,000 | |
| American Lives Theatre | ||||||||
| 242 E 12th Street 116 | Indianapolis | IN | 46202 | None | PC | Matching Gift Donation | $100 | |
| Arkansas Paws in Prison Foundation | ||||||||
| 1302 Pike Avenue Suite C | North Little Rock | AR | 72223 | None | PC | Matching Gift Donation | $150 | |
| Bishop Chatard | ||||||||
| 5885 Crittenden Avenue | Indianapolis | IN | 46220 | None | PC | Prevention Matters Extension Grant | $16,450 | |
| Brebeuf Jesuit Preparatory School (Non PM) | ||||||||
| 2801 W 86th Street | Indianapolis | IN | 46268 | None | PC | Matching Gift Donation | $750 | |
| Brebeuf Jesuit Preparatory School (Non PM) | ||||||||
| 2801 W 86th Street | Indianapolis | IN | 46268 | None | PC | Matching Gift Donation | $2,500 | |
| Brown University | ||||||||
| PO Box 1877 | Providence | RI | 02912 | None | PC | Matching Gift Donation | $500 | |
| Butler University | ||||||||
| 4600 Sunset Avenue | Indianapolis | IN | 462083485 | None | PC | Matching Gift Donation | $1,500 | |
| Butler University | ||||||||
| 4600 Sunset Avenue | Indianapolis | IN | 462083485 | None | PC | Additional Funding for Sciences Expansion Project | $2,500,000 | |
| Calvary Chapel of Brandon Inc | ||||||||
| PO Box 3310 | Brandon | FL | 33509 | None | PC | Matching Gift Donation | $4,500 | |
| Camp Kesem | ||||||||
| 10586 West Pico Boulevard 196 | Los Angeles | CA | 90064 | None | PC | Matching Gift Donation | $100 | |
| Campus Crusade for Christ Inc | ||||||||
| 100 Lake Hart Drive 2400 | Orlando | FL | 32832 | None | PC | Matching Gift Donation | $1,200 | |
| Candid (dba) | ||||||||
| 4801 Courthouse Street Suite 220 | Williamsburg | VA | 23188 | None | PC | 2022 Annual Membership | $10,000 | |
| Caroline Symmes Cancer Endowment | ||||||||
| 12441 Creekwood Lane | Carmel | IN | 46032 | None | PC | Matching Gift Donation | $3,000 | |
| Cathedral High School | ||||||||
| 5335 East 56th Street | Indianapolis | IN | 46226 | None | PC | Prevention Matters Implementation Grant | $19,155 | |
| Central Christian Church | ||||||||
| 701 N Delaware Street | Indianapolis | IN | 46204 | None | PC | Matching Gift Donation | $100 | |
| Central Indiana Corporate Partnership Foundation Inc | ||||||||
| 1210 Waterway Blvd Suite 5000 | Indianapolis | IN | 46202 | None | SO I | 2022 Annual Membership | $16,500 | |
| Central Indiana Corporate Partnership Foundation Inc | ||||||||
| 1210 Waterway Blvd Suite 5000 | Indianapolis | IN | 46202 | None | SO I | Conexus Indiana- Catapult Marion County | $125,000 | |
| Central Indiana Corporate Partnership Foundation Inc | ||||||||
| 1210 Waterway Blvd Suite 5000 | Indianapolis | IN | 46202 | None | SO I | General Operating Support for BioCrossroads 2021-2023 | $200,000 | |
| Central Indiana Corporate Partnership Foundation Inc | ||||||||
| 1210 Waterway Blvd Suite 5000 | Indianapolis | IN | 46202 | None | SO I | Business Equity for Indy Organizational Capacity and Report Card | $333,333 | |
| Central Indiana Corporate Partnership Foundation Inc | ||||||||
| 1210 Waterway Blvd Suite 5000 | Indianapolis | IN | 46202 | None | SO I | Continued funding for Ascend's Indiana Youth Apprenticeship Marion County Pilot and Statewide Master Plan | $1,200,000 | |
| Central Indiana Corporate Partnership Foundation Inc | ||||||||
| 1210 Waterway Blvd Suite 5000 | Indianapolis | IN | 46202 | None | SO I | Marion County eLearning Network Pilot Project in partnership with Energy Systems Network and Indiana 5G | -$106,541 | |
| Clay Middle School PTO | ||||||||
| 5150 E 126th Street | Carmel | IN | 46033 | None | PC | Matching Gift Donation | $2,250 | |
| Cold Spring School | ||||||||
| 3650 Cold Spring Road | Indianapolis | IN | 46222 | None | PC | Prevention Matters Extension Grant | $30,000 | |
| Columbia Business School | ||||||||
| 622 West 113th Street MAIL CODE 452 | New York | NY | 10025 | None | PC | Matching Gift Donation | $500 | 4 |
| Community Health Network Foundation | ||||||||
| 7330 Shadeland Station Suite 150 | Indianapolis | IN | 46256 | None | SO II | Matching Gift Donation | $450 | |
| Community Health Network Foundation | ||||||||
| 7330 Shadeland Station Suite 150 | Indianapolis | IN | 46256 | None | SO II | 2022 Circle of Hope Dinner Sponsorship | $11,200 | |
| Crown Hill Heritage Foundation | ||||||||
| 700 West 38th Street | Indianapolis | IN | 46208 | None | PC | Family Legacy Grant designated for Historic Preservation and Education Programs 2022-2023 | $25,000 | |
| dba Fresh Arts Coalition | ||||||||
| 2101 Winter St C1 | Houston | TX | 77020 | None | PC | Matching Gift Donation | $15,000 | |
| Domestic Violence Network | ||||||||
| 9245 N Meridian Street Suite 235 | Indianapolis | IN | 46260 | None | PC | 2022 Charitable Grant | $25,000 | |
| Dove Recovery House for Women Inc | ||||||||
| 3551 N Meridian St Suite 110 | Indianapolis | IN | 46208 | None | PC | Capital Support for Facility Expansion | $150,000 | |
| Dress for Success | ||||||||
| 820 N Meridian Street | Indianapolis | IN | 46204 | None | PC | Matching Gift Donation | $7,500 | |
| Early Learning Indiana | ||||||||
| 1411 Roosevelt Avw Suite 202 | Indianapolis | IN | 46201 | None | PC | Getting On Track Early for School Success (GoT) | $49,625 | |
| Economic Club of Indiana Inc | ||||||||
| 1630 N Meridian Street | Indianapolis | IN | 46202 | None | PC | 2022-2023 Platinum Sponsorship | $10,000 | |
| EdChoice | ||||||||
| 111 Monument Circle Suite 2650 | Indianapolis | IN | 46204 | None | PC | Operating Support 2021-2022 | $200,000 | |
| Eiteljorg Museum of American Indians & Western Art | ||||||||
| 500 W Washington Street | Indianapolis | IN | 46204 | None | PC | Matching Gift Donation | $3,750 | |
| EmployIndy | ||||||||
| 101 W Washington Street Suite 1200 | Indianapolis | IN | 46204 | None | PC | Indy Achieves 21st Century Scholar Support | $80,700 | East Tower |
| Eskenazi Health Foundation Inc | ||||||||
| 720 Eskenazi Avenue Fifth Third Bui | Indianapolis | IN | 46202 | None | PC | Matching Gift Donation | $3,000 | lding |
| Eskenazi Health Foundation Inc | ||||||||
| 720 Eskenazi Avenue Fifth Third Bui | Indianapolis | IN | 46202 | None | PC | Matching Gift Donation | $15,000 | lding |
| Fishtown Preservation Society Inc | ||||||||
| PO Box 721 | Leland | MI | 49654 | None | PC | Matching Gift Donation | $750 | |
| Girls Incorporated of Greater Indianapolis | ||||||||
| 3935 N Meridian Street | Indianapolis | IN | 46208 | None | PC | Matching Gift Donation | $513 | |
| Grantmakers In Health | ||||||||
| 1100 Connecticut Avenue NW Suite 11 | Washington | DC | 20036 | None | PC | 2022 Membership Renewal | $4,000 | 00 |
| Greater Indianapolis Progress Committee | ||||||||
| 200 East Washington Street City-Cou | Indianapolis | IN | 46204 | None | PC | 2022-2023 Membership | $2,200 | nty Building Suite 1901 |
| Historic Landmarks Foundation of Indiana Inc dba Indiana Landmarks | ||||||||
| 1201 Central Avenue | Indianapolis | IN | 46202 | None | PC | Family Legacy Grant for General Operating Support 2022-2023 | $50,000 | |
| Holliday Park Foundation | ||||||||
| 6363 Spring Mill Road | Indianapolis | IN | 46260 | None | PF | Matching Gift Donation | $750 | |
| Holliday Park Foundation | ||||||||
| 6363 Spring Mill Road | Indianapolis | IN | 46260 | None | PF | Matching Gift Donation | $6,870 | |
| Holliday Park Foundation | ||||||||
| 6363 Spring Mill Road | Indianapolis | IN | 46260 | None | PF | Matching Gift Donation | $9,760 | |
| Humane Society of Indianapolis | ||||||||
| 7929 N Michigan Road | Indianapolis | IN | 46268 | None | PC | Matching Gift Donation | $125 | |
| Humane Society of Indianapolis | ||||||||
| 7929 N Michigan Road | Indianapolis | IN | 46268 | None | PC | Matching Gift Donation | $750 | |
| Indiana Broadcasters Foundation Inc | ||||||||
| c/o Arland Communications PO Box 90 | Carmel | IN | 46082 | None | PC | Support for Hall of Fame Dinner and Video | $5,000 | 2 |
| Indiana Coalition to End Sexual Assault | ||||||||
| 9245 N Meridian Street Suite 227 | Indianapolis | IN | 46260 | None | PC | Matching Gift Donation | $750 | |
| Indiana Diaper Bank | ||||||||
| 9511 Angola Ct Suite 221 | Indianapolis | IN | 46268 | None | PC | Matching Gift Donation | $250 | |
| Indiana Diaper Bank | ||||||||
| 9511 Angola Ct Suite 221 | Indianapolis | IN | 46268 | None | PC | Matching Gift Donationj | $3,000 | |
| Indiana Diaper Bank | ||||||||
| 9511 Angola Ct Suite 221 | Indianapolis | IN | 46268 | None | PC | Matching Gift Donation | $6,000 | |
| Indiana Latino Institute Inc | ||||||||
| 2126 N Meridian Street Suite 100 | Indianapolis | IN | 46202 | None | PC | Support for 2022 Indiana Latino Education Summit | $5,000 | |
| Indiana Philanthropy Alliance | ||||||||
| 115 West Washington Street Suite 95 | Indianapolis | IN | 46204 | None | PC | 2022 Membership and Leadership Circle | $20,500 | 0 |
| Indiana United Ways Association | ||||||||
| 2955 N Meridian Street Suite 200 | Indianapolis | IN | 46208 | None | SO I | Matching Gift Donation | $750 | |
| Indianapolis Chamber of Commerce Foundation | ||||||||
| 111 Monument Circle Suite 1950 | Indianapolis | IN | 46204 | None | SO I | BEI Web Series | $33,050 | |
| Indianapolis Chamber of Commerce Foundation | ||||||||
| 111 Monument Circle Suite 1950 | Indianapolis | IN | 46204 | None | SO I | Business Equity for Indy Best Practice Implementation Pilot | $357,583 | |
| Indianapolis Jazz Foundation | ||||||||
| PO Box 20857 | Indianapolis | IN | 46220 | None | PC | Matching Gift Donation | $1,500 | |
| Indianapolis Motor Speedway Foundation Inc | ||||||||
| 4750 West 16th Street | Indianapolis | IN | 46222 | None | PC | Matching Gift Donation | $900 | |
| Indianapolis Public Schools | ||||||||
| 120 East Walnut | Indianapolis | IN | 46204 | None | GOV | Prevention Matters Extension Grant | $302,400 | |
| Indianapolis Public Schools Foundation | ||||||||
| 120 E Walnut Street | Indianapolis | IN | 46204 | None | PC | Matching Gift Donation | $104 | |
| Indianapolis Urban League | ||||||||
| 777 Indiana Avenue | Indianapolis | IN | 46202 | None | PC | Matching Gift Donation | $500 | |
| Indianapolis Urban League | ||||||||
| 777 Indiana Avenue | Indianapolis | IN | 46202 | None | PC | Matching Gift Donation | $600 | |
| Indianapolis Urban League | ||||||||
| 777 Indiana Avenue | Indianapolis | IN | 46202 | None | PC | Indianapolis Equal Opportunity Day Sponsorship | $5,000 | |
| Indianapolis Urban League | ||||||||
| 777 Indiana Avenue | Indianapolis | IN | 46202 | None | PC | Matching Gift Donation | $6,000 | |
| Indianapolis Zoological Society Inc | ||||||||
| 1200 West Washington Street POBox 2 | Indianapolis | IN | 462220309 | None | PC | Matching Gift Donation | $5,250 | 2309 |
| Indianapolis Zoological Society Inc | ||||||||
| 1200 West Washington Street POBox 2 | Indianapolis | IN | 462220309 | None | PC | Matching Gift Donation | $30,000 | 2309 |
| Indy Honor Flight | ||||||||
| PO Box 10 | Plainfield | IN | 46168 | None | PC | Matching Gift Donation | $150 | |
| Institute for Quality Education | ||||||||
| 101 West Ohio Street Suite 700 | Indianapolis | IN | 46204 | None | PC | Educational Excellence Awards Gala Sponsorship | $20,750 | |
| Institute for Quality Education | ||||||||
| 101 West Ohio Street Suite 700 | Indianapolis | IN | 46204 | None | PC | General Operating Support 2021-2022 | $200,000 | |
| Ivy Tech Foundation Inc | ||||||||
| 50 W Fall Creek Parkway N Dr | Indianapolis | IN | 462085752 | None | PC | Matching Gift Donation | $7,500 | |
| Joy's House | ||||||||
| 2028 E Broad Ripple Avenue | Indianapolis | IN | 46220 | None | PC | Matching Gift Donation | $3,000 | |
| KIPP Indy Public Schools | ||||||||
| 1740 E 30th St | Indianapolis | IN | 46218 | None | PC | Prevention Matters Extension Grant | $27,500 | |
| Leelanau Conservancy | ||||||||
| PO Box 1007 105 N First Street | Leland | MI | 49654 | None | PC | Matching Gift Donation | $7,500 | |
| Lyn House Inc | ||||||||
| 1155 Tecumseh St | Indianapolis | IN | 46201 | None | PC | Matching Gift Donation | $600 | |
| Maestra Music Inc | ||||||||
| 215 W 104th Street 237 | New York | NY | 10025 | None | PC | Matching Gift Donation | $103 | |
| Marian University | ||||||||
| 3200 Cold Spring Road | Indianapolis | IN | 462221997 | None | PC | School of Engineering | $1,000,000 | |
| Martin Luther King Community Center | ||||||||
| 40 W 40th Street | Indianapolis | IN | 46208 | None | PC | 2022 Charitable Grant | $25,000 | |
| Mitch Daniels Leadership Foundation | ||||||||
| 880 W Monon Green Blvd Suite 101 | Carmel | IN | 46032 | None | PC | Matching Gift Donation | $1,000 | |
| Moraga Education Foundation | ||||||||
| PO Box 34 | Moraga | CA | 94556 | None | PC | Matching Gift Donation | $3,000 | |
| MSD of Decatur Township | ||||||||
| 5251 Kentucky Ave | Indianapolis | IN | 46221 | None | GOV | Prevention Matters Extension Grant | $7,000 | |
| MSD of Lawrence Township | ||||||||
| Lawrence Education and Community Ce | Indianapolis | IN | 46236 | None | GOV | Prevention Matters Extension Grant | $42,685 | 6501 Sunnyside Rd |
| National MS Society Indiana Chapter | ||||||||
| 214 Overlook Circle Suite 153 | Brentwood | TN | 37023 | None | PC | Matching Gift Donation | $500 | |
| National Opinion Research Center (NORC) | ||||||||
| 1155 E 60th Street | Chicago | IL | 60637 | None | PC | Getting on Track Early for School Success (GoT) | $351,027 | |
| Newfields | ||||||||
| 4000 Michigan Road | Indianapolis | IN | 462083326 | None | PC | Matching Gift Donation | $7,500 | |
| Newfields | ||||||||
| 4000 Michigan Road | Indianapolis | IN | 462083326 | None | PC | Virginia B. Fairbanks Art & Nature Park | $1,000,000 | |
| Noblesville Youth Baseball | ||||||||
| PO Box 721 | Noblesville | IN | 46061 | None | PC | Matching Gift Donation | $15,000 | |
| North Central High School Choir Parents Organization | ||||||||
| 1300 E 86th Street Unit 40805 | Indianapolis | IN | 46240 | None | PC | Matching Gift Donation | $750 | |
| PEAK Grantmaking | ||||||||
| 1701 Pennsylvania Ave NW Suite 200 | Washington | DC | 20006 | None | PC | 2022 Membership | $3,000 | |
| Perry Township Schools | ||||||||
| 6548 Orinoco Avenue | Indianapolis | IN | 46227 | None | GOV | Prevention Matters Extension Grant | $58,100 | |
| Phalen Leadership Academies Indiana (No for CM) | ||||||||
| 2323 North Illinois Street | Indianapolis | IN | 46208 | None | PC | 2022 Charitable Grant | $25,000 | |
| Phoenix Theatre | ||||||||
| 705 N Illinois St | Indianapolis | IN | 46204 | None | PC | Matching Gift Donation | $750 | |
| Plainfield Christian Church | ||||||||
| 800 Dan Jones Road | Plainfield | IN | 46168 | None | PC | Matching Gift Donation | $8,000 | |
| Planned Parenthood Federation of America | ||||||||
| 123 William Street 10th Fl | New York | NY | 10038 | None | PC | Matching Gift Donation | $145 | |
| Redeemer Presbyterian Church | ||||||||
| 1505 N Delaware Street Suite 200 | Indianapolis | IN | 46202 | None | PC | Matching Gift Donation | $1,140 | |
| San Francisco AIDS Foundation (AIDS LifeCycle) | ||||||||
| 1035 Market St Suite 400 | San Francisco | CA | 94103 | None | PC | Matching Gift donation | $515 | |
| Save the Children | ||||||||
| 501 Kings Highway Easte Suite 400 | Fairfield | CT | 06825 | None | PC | Matching Gift Donation | $613 | |
| Second Presbyterian Church | ||||||||
| 7700 N Meridian Street | Indianapolis | IN | 46260 | None | PC | Matching Gift Donation | $750 | |
| Second Presbyterian Church | ||||||||
| 7700 N Meridian Street | Indianapolis | IN | 46260 | None | PC | Matching Gift Donation | $1,800 | |
| Second Presbyterian Church | ||||||||
| 7700 N Meridian Street | Indianapolis | IN | 46260 | None | PC | Matching Gift Donation | $3,900 | |
| Second Reformed Presbyterian Church | ||||||||
| 4800 N Michigan Rd | Indianapolis | IN | 46228 | None | PC | Matching Gift Donation | $200 | |
| Second Reformed Presbyterian Church | ||||||||
| 4800 N Michigan Rd | Indianapolis | IN | 46228 | None | PC | Matching Gift Donation | $700 | |
| Shepherd Community Center Inc | ||||||||
| 4107 East Washington Street | Indianapolis | IN | 46201 | None | PC | Matching Gift Donation | $4,760 | |
| Silent No More Inc | ||||||||
| 9245 N Meridian Street Ste 235 | Indianapolis | IN | 46260 | None | PC | 2022 Charitable Grant | $25,000 | |
| Southbank Theatre Company | ||||||||
| 4621 Melbourne Road | Indianapolis | IN | 46228 | None | PC | Matching Gift Donation | $103 | |
| Southeast Community Services Inc | ||||||||
| 901 Shelby Street | Indianapolis | IN | 46203 | None | PC | Matching Gift Donation | $100 | |
| Southeast Neighborhood Development (SEND) | ||||||||
| 3230 Southeastern Ave | Indianapolis | IN | 46203 | None | PC | Matching Gift Donation | $100 | |
| St Andrew's School DE Inc | ||||||||
| 350 Noxontown Road | Middletown | DE | 19709 | None | PC | Matching Gift Donation | $15,000 | |
| Stadia New Church Strategies | ||||||||
| P O Box 699 | Uniontown | OH | 44685 | None | PC | Matching Gift Donation | $15,000 | |
| Stadia New Church Strategies | ||||||||
| P O Box 699 | Uniontown | OH | 44685 | None | PC | Matching Gift Donation | $15,000 | |
| Summer Stock Stage Inc | ||||||||
| P O Box 55012 | Indianapolis | IN | 46205 | None | PC | Matching Gift Donation | $750 | |
| Summer Stock Stage Inc | ||||||||
| P O Box 55012 | Indianapolis | IN | 46205 | None | PC | Matching Gift Donation | $3,000 | |
| Teach for America | ||||||||
| 2960 N Meridian St Suite 150 | Indianapolis | IN | 46208 | None | PC | Matching Gift Donation | $250 | |
| Teach for America | ||||||||
| 2960 N Meridian St Suite 150 | Indianapolis | IN | 46208 | None | PC | Matching Gift Donation | $250 | |
| Teach for America | ||||||||
| 2960 N Meridian St Suite 150 | Indianapolis | IN | 46208 | None | PC | General Operating Support 2021-2022 | $600,000 | |
| The Damien Center | ||||||||
| 26 N Arsenal Ave | Indianapolis | IN | 46201 | None | PC | Capital Support for New Facility | $250,000 | |
| The Genius School (PM) | ||||||||
| Attn Shy-Quon Ely II 1002 W 25th St | Indianapolis | IN | 46208 | None | PC | Prevention Matters Extension Grant | $14,357 | reet |
| The Julian Center Inc | ||||||||
| 2011 North Meridian Street | Indianapolis | IN | 46202 | None | PC | Matching Gift Donation | $125 | |
| The Leukemia & Lymphoma Society | ||||||||
| PO Box 772395 | Detroit | MI | 482772395 | None | PC | Matching Gift Donation | $250 | |
| The Mind Trust | ||||||||
| 1630 N Meridian Street Suite 450 | Indianapolis | IN | 46202 | None | SO I | Support for Relay National Principals Academy Fellowship (NPAF) 2020-2022 | $330,000 | |
| The Mind Trust | ||||||||
| 1630 N Meridian Street Suite 450 | Indianapolis | IN | 46202 | None | SO I | Pilot to improve math instruction in Marion County in partnership with Instruction Partners | $435,000 | |
| The Mind Trust | ||||||||
| 1630 N Meridian Street Suite 450 | Indianapolis | IN | 46202 | None | SO I | General Operating Support 2020-2022 | $1,000,000 | |
| The Park Alliance of Indianapolis | ||||||||
| 3001 N White River Parkway W Driv | Indianapolis | IN | 46222 | None | SO I | Matching Gift Donation | $3,000 | |
| The PourHouse Inc | ||||||||
| 52 N Layman Ave | Indianapolis | IN | 46219 | None | PC | Matching Gift Donation | $150 | |
| Thomas Gregg Neighborhood School | ||||||||
| 2302 E Michigan St | Indianapolis | IN | 46201 | None | PC | Prevention Matters Extension Grant | $35,098 | |
| Thomas Ridleys 1 Like Me | ||||||||
| PO Box 2808 | Indianapolis | IN | 46206 | None | PC | 2022 Charitable Grant | $25,000 | |
| Traders Point Christian Church | ||||||||
| 6590 S Indianapolis Road | Whitestown | IN | 46075 | None | PC | Matching Gift Donation | $600 | |
| Traders Point Christian Schools | ||||||||
| 5770 Whitestown Parkway | Whitestown | IN | 46075 | None | PC | Matching Gift Donation | $5,000 | |
| United Way of Central Indiana | ||||||||
| 2955 N Meridian Street Suite 300 | Indianapolis | IN | 46208 | None | PC | Hawkins 2022 - Payroll Matching Gift | $240 | |
| United Way of Central Indiana | ||||||||
| 2955 N Meridian Street Suite 300 | Indianapolis | IN | 46208 | None | PC | Whitesell 2022-Payroll Matching Gift | $480 | |
| United Way of Central Indiana | ||||||||
| 2955 N Meridian Street Suite 300 | Indianapolis | IN | 46208 | None | PC | Quigley 2022-Payroll Matching Gift | $504 | |
| United Way of Central Indiana | ||||||||
| 2955 N Meridian Street Suite 300 | Indianapolis | IN | 46208 | None | PC | Semester 2022-Payroll Matching Gift | $600 | |
| United Way of Central Indiana | ||||||||
| 2955 N Meridian Street Suite 300 | Indianapolis | IN | 46208 | None | PC | Jackson 2022-Payroll Matching Gift | $960 | |
| United Way of Central Indiana | ||||||||
| 2955 N Meridian Street Suite 300 | Indianapolis | IN | 46208 | None | PC | Kessinger 2022-Payroll Matching Gift | $1,200 | |
| United Way of Central Indiana | ||||||||
| 2955 N Meridian Street Suite 300 | Indianapolis | IN | 46208 | None | PC | Fiddian-Green 2022-Payroll Matching Gift | $3,200 | |
| University of Texas Foundation | ||||||||
| PO Box 250 | Austin | TX | 787670250 | None | PC | Matching Gift Donation | $6,000 | |
| Urban ACT Academy | ||||||||
| 1250 E Market Street | Indianapolis | IN | 46202 | None | PC | Prevention Matters Extension Grant | $72,024 | |
| VOICES Corp | ||||||||
| 1415 Shelby Street | Indianapolis | IN | 46203 | None | PC | 2022 Charitable Grant | $25,000 | |
| Wabash College | ||||||||
| PO Box 352 301 W Wabash Avenue | Crawfordsville | IN | 479330352 | None | PC | Matching Gift Donation | $750 | |
| Wabash College | ||||||||
| PO Box 352 301 W Wabash Avenue | Crawfordsville | IN | 479330352 | None | PC | Matching Gift Donation | $750 | |
| Wabash College | ||||||||
| PO Box 352 301 W Wabash Avenue | Crawfordsville | IN | 479330352 | None | PC | Matching Gift Donation | $15,000 | |
| WFYI | ||||||||
| 1630 N Meridian Street | Indianapolis | IN | 462021429 | None | PC | Matching Gift Donation | $210 | |
| WFYI | ||||||||
| 1630 N Meridian Street | Indianapolis | IN | 462021429 | None | PC | Matching Gift Donation | $500 | |
| WFYI | ||||||||
| 1630 N Meridian Street | Indianapolis | IN | 462021429 | None | PC | Matching Gift Donation | $6,000 | |
| WFYI | ||||||||
| 1630 N Meridian Street | Indianapolis | IN | 462021429 | None | PC | Support for Side Effects Health Reporting and Expanded Education Reporting | $600,000 | |
| Wheeler Mission Ministries | ||||||||
| 205 East New York Street | Indianapolis | IN | 46217 | None | PC | Matching Gift Donation | $500 | |
| Wheeler Mission Ministries | ||||||||
| 205 East New York Street | Indianapolis | IN | 46217 | None | PC | Matching Gift Donation | $500 | |
| Young Life | ||||||||
| 136 S 9th Street Suite 28 | Noblesville | IN | 46060 | None | PC | Matching Gift Donation | $15,000 | |
| Young Life | ||||||||
| 136 S 9th Street Suite 28 | Noblesville | IN | 46060 | None | PC | Matching Gift Donation | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,195,116 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Central Indiana Corporate Partnership Foundation Inc | |||||||
| 1210 Waterway Blvd Suite 5000 | Indianapolis | IN | 46202 | None | SO I | Business Equity for Indy Organizational Capacity and Report Card | $666,667 |
| Central Indiana Corporate Partnership Foundation Inc | |||||||
| 1210 Waterway Blvd Suite 5000 | Indianapolis | IN | 46202 | None | SO I | Continued funding for Ascend's Indiana Youth Apprenticeship Marion County Pilot and Statewide Master Plan | $4,800,000 |
| Central Indiana Corporate Partnership Foundation Inc | |||||||
| 1210 Waterway Blvd Suite 5000 | Indianapolis | IN | 46202 | None | SO I | General Operating Support for BioCrossroads 2021-2023 | $500,000 |
| Central Indiana Land Trust | |||||||
| 1500 N Delaware Street | Indianapolis | IN | 46202 | None | PC | Gift Honoring the life and service of Len Betley | $10,000 |
| Early Learning Indiana | |||||||
| 1411 Roosevelt Avw Suite 202 | Indianapolis | IN | 46201 | None | PC | Getting On Track Early for School Success (GoT) | $750 |
| EdChoice | |||||||
| 111 Monument Circle Suite 2650 | Indianapolis | IN | 46204 | None | PC | Operating Support 2023-2025 | $750,000 |
| Greater Lafayette Young Life | |||||||
| 3601 Sagamore Pkwy N Suite A | Lafayette | IN | 47904 | None | PC | Gift Honoring Susan Luse's Service | $250 |
| Indianapolis Chamber of Commerce Foundation | |||||||
| 111 Monument Circle Suite 1950 | Indianapolis | IN | 46204 | None | SO I | Business Equity for Indy Best Practice Implementation Pilot | $242,417 |
| Institute for Quality Education | |||||||
| 101 West Ohio Street Suite 700 | Indianapolis | IN | 46204 | None | PC | Operating Support 2023-2025 | $900,000 |
| Marian University | |||||||
| 3200 Cold Spring Road | Indianapolis | IN | 462221997 | None | PC | School of Engineering | $4,000,000 |
| National Opinion Research Center (NORC) | |||||||
| 1155 E 60th Street | Chicago | IL | 60637 | None | PC | Getting On Track Early for School Success (GoT) | $309,570 |
| Newfields | |||||||
| 4000 Michigan Road | Indianapolis | IN | 462083326 | None | PC | Virginia B. Fairbanks Art & Nature Park | $5,000,000 |
| The Damien Center | |||||||
| 26 N Arsenal Ave | Indianapolis | IN | 46201 | None | PC | Capital Support for New Facility | $250,000 |
| The Mind Trust | |||||||
| 1630 N Meridian Street Suite 450 | Indianapolis | IN | 46202 | None | SO I | General Operating Support 2023-2025 | $3,000,000 |
| The Mind Trust | |||||||
| 1630 N Meridian Street Suite 450 | Indianapolis | IN | 46202 | None | SO I | Pilot to improve math instruction in Marion County in partnership with Instruction Partners | $210,000 |
| WFYI | |||||||
| 1630 N Meridian Street | Indianapolis | IN | 462021429 | None | PC | Continued Support for Side Effects Health Reporting and Expanded Education Reporting | $2,400,000 |
| WFYI | |||||||
| 1630 N Meridian Street | Indianapolis | IN | 462021429 | None | PC | Support for Side Effects Health Reporting and Expanded Education Reporting | $300,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $23,339,654 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $423,993 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $22,547 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,649,665 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | -$8,429 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $15,492,515 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $453,050 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$4,000,393 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $467,168 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $15,565,780 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,032,948 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $76,890 | Amt |
| Net Investment Income | $46,134 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $30,756 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | Computation MethodComputationMethodTxt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| FIXED ASSETS | STRAIGHT LINE | $62,189 | $9,328 |
| DEPLETION | $514,319 | $327,277 | |
| SECTION 179 DEDUCTION FROM FLOW THROUGH INVESTMENTS | $116 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | Total NetTotalNetAmt |
|---|---|---|---|
| AVAILABLE UPON REQUEST | |||
| GAIN/LOSS FROM PUBLICLY TRADED INVESTMENTS | P | $6,626,010 | $6,626,010 |
| AVAILABLE UPON REQUEST | |||
| GAIN/LOSS FROM PASS-THROUGH INVESTMENTS | P | $8,858,076 | $8,858,076 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $23,238,457 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $23,238,457 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SHORT TERM INVESTMENTS | FMV | $28,031,156 | $28,031,156 |
| HEDGE FUNDS | FMV | $69,946,232 | $69,946,232 |
| OTHER ALTERNATIVE INVESTMENTS | FMV | $248,023,535 | $248,023,535 |
| FAIRBANKS LIQUIDATING TRUST | FMV | $3,538,782 | $3,538,782 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| COMPUTERS AND SOFTWARE | $135,932 | $135,932 | $0 | $0 |
| FURNITURE AND FIXTURES | $450,438 | $389,098 | $61,340 | $61,340 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $29,376 | LegalFeesAmt |
| Net Investment Income | $4,406 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $24,970 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $38,334,296 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (23 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PORTFOLIO INCOME DEDUCTIONS | $68,834 | $68,834 | |
| K-1: CASH CONTRIBUTIONS | $193 | $104 | |
| K-1: OTHER DEDUCTIONS | $3,440,862 | $3,144,387 | |
| K-1: NON-DEDUCTIBLE EXPENSES | $50,376 | ||
| COMMUNICATIONS | $282,338 | $282,338 | |
| ADVERTISING | $42,510 | $42,510 | |
| SOFTWARE FEES AND CONSULTING | $68,889 | $10,333 | $58,556 |
| COMPUTER SUPPLIES AND MAINTENANCE | $76,328 | $11,449 | $64,879 |
| TELECOMMUNICATIONS | $9,141 | $1,371 | $7,770 |
| MEALS AND ENTERTAINMENT | $13,320 | $1,998 | $11,322 |
| BANK SERVICE CHARGES | $6,185 | $928 | $5,257 |
| PAYROLL SERVICE CHARGES | $8,266 | $1,240 | $7,026 |
| INSURANCE EXPENSE | $27,874 | $4,181 | $23,693 |
| OFFICE SUPPLIES AND PRINTING | $21,872 | $3,281 | $18,591 |
| POSTAGE AND FREIGHT | $202 | $30 | $172 |
| DUES, SUBSCRIPTIONS & PUBLICATIONS | $17,885 | $2,683 | $15,202 |
| INTERNAL GRANTMAKING ACTIVITY | $13,515 | $13,515 | |
| RESEARCH AND EVALUATION PROJECTS | $472,539 | $472,539 | |
| PREVENTION MATTERS - NONGRANT | $457,340 | $457,340 | |
| TELEPHONE | $4,044 | $607 | $3,437 |
| BANK LINE OF CREDIT FEES | $5,688 | $853 | $4,835 |
| RECRUITMENT EXPENSE | $53,344 | $8,002 | $45,342 |
| INVESTMENT DUES & SUBSCRIPTIONS | $185 | $185 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT RELATED INCOME (LOSSES) | Desc |
| Revenue And Expenses Per Books | -$3,547,343 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$4,000,393 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CUSTODIAL FEES | $4,270 | $4,270 | |
| INVESTMENT MANAGER FEES | $104,872 | $104,872 | |
| CONSULTANT FEES | $577,075 | $541,311 | $35,764 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| TAXES - FOREIGN | $48,899 | $48,899 |
| TAX ES - EXCISE | $353,264 |
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