KOCH FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- KOCH FOUNDATION INC (EIN 35-6023372)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-24
- IRS object ID
- 202541159349100304
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-24T13:21:03-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 356023372 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KOCH FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Robert L Koch II | InCareOfNm |
| Business Name Control | KOCH | BusinessNameControlTxt |
| Phone | 8124659668 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S 11TH AVE | AddressLine1Txt |
| City | EVANSVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 477125020 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Neil T McDonald | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2025-04-25 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $72,752,395 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,670,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $93,385 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $93,385 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $780,077 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $780,077 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $0 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $0 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $0 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $0 | GrossRentsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,997,677 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,910,085 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,997,677 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $0 | IncmModificationsAdjNetIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $0 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $5,541,139 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,871,139 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $0 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $0 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $49,403 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $49,403 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $0 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $61,961 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $61,961 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $0 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $0 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $0 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,817 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,817 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $121,181 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $121,181 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,785,199 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,785,199 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,906,380 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $121,181 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,785,199 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,634,759 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,749,958 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $682,806 | CashBOYAmt |
| Cash EOY | $1,362,506 | CashEOYAmt |
| Cash EOYFMV | $1,362,506 | CashEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| Corporate Stock BOY | $36,479,765 | CorporateStockBOYAmt |
| Corporate Stock EOY | $38,885,162 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $69,233,792 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,614,740 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,167,067 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,156,097 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $39,777,311 | TotalAssetsBOYAmt |
| Total Assets EOY | $42,414,735 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $72,752,395 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $0 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Grants Payable BOY | $0 | GrantsPayableBOYAmt |
| Grants Payable EOY | $0 | GrantsPayableEOYAmt |
| Deferred Revenue BOY | $0 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $0 | DeferredRevenueEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $36,253,118 | CapitalStockBOYAmt |
| Capital Stock EOY | $38,923,118 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $3,524,193 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $3,491,617 | AdditionalPaidInCapitalEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $39,777,311 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $42,414,735 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $39,777,311 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $42,414,735 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $39,777,311 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,634,759 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,665 | OtherIncreasesAmt |
| Subtotal | $42,414,735 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $42,414,735 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (34 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| Public Traded Securities | $55,446 | $0 | $71,953 | -$16,507 | -$16,507 |
| Public Traded Securities | $70,104 | $0 | $92,905 | -$22,801 | -$22,801 |
| Public Traded Securities | $122,292 | $0 | $206,132 | -$83,840 | -$83,840 |
| Public Traded Securities | $23,040 | $0 | $30,289 | -$7,249 | -$7,249 |
| Public Traded Securities | $31,114 | $0 | $46,898 | -$15,784 | -$15,784 |
| Public Traded Securities | $100,733 | $0 | $94,824 | $5,909 | $5,909 |
| Public Traded Securities | $15,193 | $0 | $14,091 | $1,102 | $1,102 |
| Public Traded Securities | $18,304 | $0 | $28,202 | -$9,898 | -$9,898 |
| Public Traded Securities | $177,914 | $0 | $159,018 | $18,896 | $18,896 |
| Public Traded Securities | $113,920 | $0 | $36,378 | $77,542 | $77,542 |
| Public Traded Securities | $62,491 | $0 | $42,457 | $20,034 | $20,034 |
| Public Traded Securities | $148,830 | $0 | $102,896 | $45,934 | $45,934 |
| Public Traded Securities | $77,909 | $0 | $63,370 | $14,539 | $14,539 |
| Public Traded Securities | $191,358 | $0 | $147,602 | $43,756 | $43,756 |
| Public Traded Securities | $82,978 | $0 | $140,174 | -$57,196 | -$57,196 |
| Public Traded Securities | $36,000 | $0 | $49,141 | -$13,141 | -$13,141 |
| Public Traded Securities | $108,663 | $0 | $89,002 | $19,661 | $19,661 |
| Public Traded Securities | $62,228 | $0 | $133,362 | -$71,134 | -$71,134 |
| Public Traded Securities | $53,886 | $0 | $47,394 | $6,492 | $6,492 |
| Public Traded Securities | $252,274 | $0 | $214,430 | $37,844 | $37,844 |
| Public Traded Securities | $84,480 | $0 | $39,273 | $45,207 | $45,207 |
| Public Traded Securities | $70,196 | $0 | $45,940 | $24,256 | $24,256 |
| Public Traded Securities | $74,021 | $0 | $53,663 | $20,358 | $20,358 |
| Public Traded Securities | $87,320 | $0 | $74,664 | $12,656 | $12,656 |
| Public Traded Securities | $3,780,714 | $0 | $2,761,706 | $1,019,008 | $1,019,008 |
| Public Traded Securities | $3,162,905 | $0 | $2,617,117 | $545,788 | $545,788 |
| Public Traded Securities | $499,986 | $0 | $140,916 | $359,070 | $359,070 |
| Public Traded Securities | $46,955 | $0 | $48,551 | -$1,596 | -$1,596 |
| Public Traded Securities | $50,000 | $0 | $54,351 | -$4,351 | -$4,351 |
| Public Traded Securities | $50,000 | $0 | $48,786 | $1,214 | $1,214 |
| Public Traded Securities | $50,000 | $0 | $47,375 | $2,625 | $2,625 |
| Public Traded Securities | $50,000 | $0 | $49,812 | $188 | $188 |
| Public Traded Securities | $50,000 | $0 | $55,222 | -$5,222 | -$5,222 |
| Public Traded Securities | $48,831 | $0 | $64,514 | -$15,683 | -$15,683 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,997,677 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $38,224 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $38,224 | SubtotalAmt |
| Tax Based On Investment Income | $38,224 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $41,320 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $41,320 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,096 | OverpaymentAmt |
| Applied To ES Tax | $3,096 | AppliedToESTaxAmt |
| Refund | $0 | 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 |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IN | 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 |
| Individual With Books | Neil T McDonald | IndividualWithBooksNm |
| Phone | 8124659800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S 11TH AVE | AddressLine1Txt |
| City | EVANSVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 477125020 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| 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 (10 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 |
|---|---|---|---|---|---|---|---|---|
| Robert L Koch II | ||||||||
| 14 S Eleventh Avenue | Evansville | IN | 47712 | President | 2.00 | $0 | $0 | $0 |
| Kevin R Koch | ||||||||
| 14 S Eleventh Avenue | Evansville | IN | 47712 | Vice President | 2.00 | $0 | $0 | $0 |
| James H Muehlbauer | ||||||||
| 14 S Eleventh Avenue | Evansville | IN | 47712 | Vice President | 2.00 | $0 | $0 | $0 |
| Neil T McDonald | ||||||||
| 14 S Eleventh Avenue | Evansville | IN | 47712 | Treasurer | 2.00 | $0 | $0 | $0 |
| Jennifer K Slade | ||||||||
| 14 S Eleventh Avenue | Evansville | IN | 47712 | Secretary | 5.00 | $0 | $0 | $0 |
| David M Koch | ||||||||
| 14 S Eleventh Avenue | Evansville | IN | 47712 | Director | 1.00 | $0 | $0 | $0 |
| Brad J Muehlbauer | ||||||||
| 14 S Eleventh Avenue | Evansville | IN | 47712 | Director | 1.00 | $0 | $0 | $0 |
| Steven A Church | ||||||||
| 14 S Eleventh Avenue | Evansville | IN | 47712 | Director | 1.00 | $0 | $0 | $0 |
| Glen J Muehlbauer | ||||||||
| 14 S Eleventh Avenue | Evansville | IN | 47712 | Director | 1.00 | $0 | $0 | $0 |
| Josh Gilberg | ||||||||
| 14 S Eleventh Avenue | Evansville | IN | 47712 | Director | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N A | Description1Txt |
| Description2 | N A | Description2Txt |
| Description3 | N A | Description3Txt |
| Description4 | N A | Description4Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $68,072,831 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $234,493 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $68,307,324 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $68,307,324 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,024,610 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $67,282,714 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,364,136 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,364,136 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $38,224 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $0 | IncomeTaxAmt |
| Total Tax | $38,224 | TotalTaxAmt |
| Distributable Before Adj | $3,325,912 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,325,912 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,325,912 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,785,199 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,785,199 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,325,912 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $129,519 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $129,519 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,785,199 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $2,785,199 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $129,519 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $129,519 | 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 | $411,194 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | 0 | ContributingManagerNm |
| Shareholder Manager | 0 | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | see statement | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 S 11th Ave | AddressLine1Txt |
| City | Evansville | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47712 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8124659800 | RecipientPhoneNum |
| Form And Info And Materials | see statement | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | see statements | SubmissionDeadlinesTxt |
| Restrictions On Awards | see statement | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (165 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALBION FELLOWS BACON FOUNDATION | |||||||
| PO Box 3164 | Evansville | IN | 47731 | No Relationship | PF | Charitable Operations | $5,000 |
| ALLIANCE FOR CATHOLIC URBAN EDUCATION | |||||||
| 1125 Madison Ave | Covington | KY | 41011 | No Relationship | PF | Charitable Operations | $2,500 |
| ALS ASSOCIATION | |||||||
| 2258 Weldon Pkwy | Saint Louis | MO | 63416 | No Relationship | PF | Charitable Operations | $1,000 |
| AMERICAN CANCER SOCIETY GA | |||||||
| PO box 1685 | Atlanta | GA | 30301 | No Relationship | PF | Charitable Operations | $4,500 |
| AMERICAN RED CROSS | |||||||
| 29 South Stockwell | Evansville | IN | 47714 | No Relationship | PF | Charitable Operations | $23,320 |
| ANNUNCIATION SCHOOL | |||||||
| 3010 East Chandler Ave | Evansville | IN | 47714 | No Relationship | PF | Charitable Operations | $6,500 |
| ARTS COUNCIL OF SOUTHWESTERN INDIANA | |||||||
| 212 Main Street | Evansville | IN | 47708 | No Relationship | PF | Charitable Operations | $2,500 |
| ASCENSION ST VINCENT EVANSVILLE FOUND | |||||||
| 3700 Washington Avenue | Evansville | IN | 47750 | No Relationship | PF | Charitable Operations | $7,040 |
| AURORA | |||||||
| 1100 Lincoln Ave | Evansville | IN | 47714 | No Relationship | PF | Charitable Operations | $5,000 |
| AUTISM EVANSVILLE | |||||||
| PO Box 8052 | Evansville | IN | 47716 | No Relationship | PF | Charitable Operations | $1,000 |
| BIG BROTHERS BIG SISTERS OF SW IN | |||||||
| 320 SE Martin Luther King | Evansville | IN | 47713 | No Relationship | PF | Charitable Operations | $5,000 |
| BOY SCOUTS LINCOLN HERITAGE COUNCIL | |||||||
| 12001 Sycamore Station Place | Louisville | KY | 40299 | No Relationship | PF | Charitable Operations | $2,576 |
| BOY SCOUTS OF AM BUFFALO TRACE COUNCIL | |||||||
| 3501 E Lloyd Expressway | Evansville | IN | 47715 | No Relationship | PF | Charitable Operations | $2,500 |
| BOYS and GIRLS CLUB OF EVANSVILLE INDIANA | |||||||
| P O Box 4194 | Evansville | IN | 47724 | No Relationship | PF | Charitable Operations | $5,000 |
| BREAKTHROUGH T1D | |||||||
| 225 S East St Ste 280 | Indianapolis | IN | 46202 | No Relationship | PF | Charitable Operations | $15,000 |
| BRIDGE VALLY FOUNDATION | |||||||
| 2001 Union Carbide Drive | South Charleston | WV | 25136 | No Relationship | PF | Charitable Operations | $1,500 |
| CAMP KESEM | |||||||
| 440 N Barranca Ave 2273 | Covina | CA | 91723 | No Relationship | PF | Charitable Operations | $1,105 |
| CANCER PATHWAYS MIDWEST | |||||||
| 5740 Vogel Road | Evansville | IN | 47715 | No Relationship | PF | Charitable Operations | $1,000 |
| CARVER COMMUNITY ORGANIZATION | |||||||
| 400 SE 8th Street | Evansville | IN | 47713 | No Relationship | PF | Charitable Operations | $5,000 |
| CASTLE BAND BOOSTERS INC | |||||||
| PO Box 641 | Newburgh | IN | 47629 | No Relationship | PF | Charitable Operations | $3,500 |
| CASTLE HIGH SCHOOL | |||||||
| 3344 Hwy 261 | Newburgh | IN | 47630 | No Relationship | PF | Charitable Operations | $500 |
| CASTLE ROBOTICS | |||||||
| 3344 IN Hwy 261 | Newburgh | IN | 47630 | No Relationship | PF | Charitable Operations | $1,000 |
| CATHOLIC CHARITIES BUREAU | |||||||
| 2111 Stringtown Road | Evansville | IN | 47711 | No Relationship | PF | Charitable Operations | $3,548 |
| CATHOLIC EDUCATION FOUNDATION | |||||||
| 520 Benninghof Avenue | Evansville | IN | 47714 | No Relationship | PF | Charitable Operations | $5,000 |
| CEDARVILLE UNIVERSITY | |||||||
| 251 N Main St | Cedarville | OH | 72022 | No Relationship | PF | Charitable Operations | $250 |
| CHEMO BUDDIES | |||||||
| 3699 Epworth Rd | Newburgh | IN | 47630 | No Relationship | PF | Charitable Operations | $1,000 |
| CIRCLE OF HOPE NICU FOUNDATION | |||||||
| PO Box 14301 | Lenexa | KS | 66285 | No Relationship | PF | Charitable Operations | $900 |
| COMMUNITY ONE | |||||||
| 402 S Green River Rd | Evansville | IN | 47715 | No Relationship | PF | Charitable Operations | $2,500 |
| CONGREGATIONS ACTING FOR JUSTICE and EMPOWE | |||||||
| PO Box 18172 | Evansville | IN | 47719 | No Relationship | PF | Charitable Operations | $1,500 |
| CORNELL COLLEGE | |||||||
| 6001 1st Street West | Mount Vernon | IA | 52314 | No Relationship | PF | Charitable Operations | $200 |
| CYPRESS | |||||||
| 7325 Shea Drive | Evansville | IN | 47725 | No Relationship | PF | Charitable Operations | $1,000 |
| DEACONESS HOSPITAL FOUNDATION | |||||||
| 600 Mary Street | Evansville | IN | 47710 | No Relationship | PF | Charitable Operations | $8,900 |
| DREAM CENTER | |||||||
| PO Box 4793 | Evansville | IN | 47724 | No Relationship | PF | Charitable Operations | $1,000 |
| EASTER SEALS SOUTHWESTERN INDIANA | |||||||
| 3701 Bellemeade Ave | Evansville | IN | 47714 | No Relationship | PF | Charitable Operations | $7,000 |
| EVANSVILLE AFRICAN AMERICAN MUSEUM | |||||||
| 534 579 Lincoln Ave | Evansville | IN | 47712 | No Relationship | PF | Charitable Operations | $1,500 |
| EVANSVILLE ARC FOUNDATION | |||||||
| 615 West Virginia Street | Evansville | IN | 47724 | No Relationship | PF | Charitable Operations | $500 |
| EVANSVILLE CATHOLIC INTERPAROCHIAL HIGH S | |||||||
| 4200 N Kentucky Ave | Evansville | IN | 47711 | No Relationship | PF | Charitable Operations | $16,340 |
| EVANSVILLE CHRISTIAN LIFE CENTER | |||||||
| 509 S Kentucky Ave | Evansville | IN | 47714 | No Relationship | PF | Charitable Operations | $3,000 |
| EVANSVILLE DAY SCHOOL | |||||||
| 3400 N Greenriver Rd | Evansville | IN | 47715 | No Relationship | PF | Charitable Operations | $13,000 |
| EVANSVILLE FOOD OASIS | |||||||
| 208 State St | Newburgh | IN | 47630 | No Relationship | PF | Charitable Operations | $1,000 |
| EVANSVILLE MUSEUM OF ARTS and SCIENCE | |||||||
| 411 S E Riverside Dr | Evansville | IN | 47713 | No Relationship | PF | Charitable Operations | $180,920 |
| EVANSVILLE P47 FOUNDATION INC | |||||||
| 4825 North Spring Street | Evansville | IN | 47711 | No Relationship | PF | Charitable Operations | $2,500 |
| EVANSVILLE PHILHARMONIC ORCHESTRA | |||||||
| P O Box 84 | Evansville | IN | 47701 | No Relationship | PF | Charitable Operations | $10,000 |
| EVANSVILLE POLICE DEPARTMENT FOUNDATION | |||||||
| PO Box 3114 | Evansville | IN | 47730 | No Relationship | PF | Charitable Operations | $2,500 |
| EVANSVILLE RESCUE MISSION | |||||||
| 300 SE Martin Luther King Jr Blvd | Evansville | IN | 47713 | No Relationship | PF | Charitable Operations | $1,000 |
| EVANSVILLE ZOOLOGICAL SOCIETY | |||||||
| 1545 Mesker Park Drive | Evansville | IN | 47720 | No Relationship | PF | Charitable Operations | $8,500 |
| FIAT CLASSICAL ACADEMY | |||||||
| 542 Walnut Street | Lawrenceburg | IN | 47205 | No Relationship | PF | Charitable Operations | $1,500 |
| FOREFRONT COMMUNITY THERAPY INC | |||||||
| 201 SE 4th St Ste E | Evansville | IN | 47713 | No Relationship | PF | Charitable Operations | $1,500 |
| FRIENDS OF KIDS WITH CANCER | |||||||
| 16 Sunnen Dr Ste 161 | Saint Louis | MO | 63143 | No Relationship | PF | Charitable Operations | $400 |
| GOLF GIVES BACK | |||||||
| One Main Street Suite 100 | Evansville | IN | 47708 | No Relationship | PF | Charitable Operations | $1,500 |
| GOOD SHEPHERD CATHOLIC SCHOOL | |||||||
| 2301 N Stockwell Rd | Evansville | IN | 47715 | No Relationship | PF | Charitable Operations | $3,000 |
| GRACE CHRISTIAN ACADEMY | |||||||
| 5741 State Route 144 | Owensboro | KY | 42303 | No Relationship | PF | Charitable Operations | $360 |
| GRANTED | |||||||
| 4445 Commerce St Suite 108 | Evansville | IN | 47710 | No Relationship | PF | Charitable Operations | $35,000 |
| GREENE COUNTY 100 CLUB | |||||||
| 321 E Chesnut Expressway | Springfield | MO | 65802 | No Relationship | PF | Charitable Operations | $250 |
| HABITAT FOR HUMANITY OF EVANSVILLE | |||||||
| 1401 N Fares | Evansville | IN | 47711 | No Relationship | PF | Charitable Operations | $4,000 |
| HABITAT FOR HUMANITY OF HENDERSON KY | |||||||
| PO Box 1071 | Henderson | KY | 42419 | No Relationship | PF | Charitable Operations | $50,000 |
| HABITAT FOR HUMANITY SPRINGFIELD | |||||||
| 2410 S Scenic Ave | Springfield | MO | 65807 | No Relationship | PF | Charitable Operations | $25,000 |
| HEALTHNETWORK FOUNDATION | |||||||
| 33 River Street | Chagrin Falls | OH | 44022 | No Relationship | PF | Charitable Operations | $4,000 |
| HEART OF WEST MICHIGAN UNITED WAY | |||||||
| 118 Commerce Ave SW | Grand Rapids | MI | 49503 | No Relationship | PF | Charitable Operations | $6,750 |
| HENDERSON AREA ARTS ALLIANCE | |||||||
| P O Box 234 | Henderson | KY | 42419 | No Relationship | PF | Charitable Operations | $5,000 |
| HENDERSON KENTUCKY EDUCATION FOUNDATION | |||||||
| PO Box 323 | Henderson | KY | 42420 | No Relationship | PF | Charitable Operations | $3,500 |
| HENDERSON LIONS CLUB | |||||||
| PO Box 842 | Henderson | KY | 42419 | No Relationship | PF | Charitable Operations | $500 |
| HENDERSON ROTARY CLUB | |||||||
| PO Box 772514 | Henderson | KY | 42420 | No Relationship | PF | Charitable Operations | $600 |
| HOLY ROSARY CATHOLIC SCHOOL | |||||||
| 1301 S Green River Rd | Evansville | IN | 47715 | No Relationship | PF | Charitable Operations | $1,550 |
| HOLY SPIRIT CATHOLIC SCHOOL | |||||||
| 1760 South Lodge Ave | Evansville | IN | 47714 | No Relationship | PF | Charitable Operations | $1,000 |
| HONOR FLIGHT OF SOUTHERN INDIANA | |||||||
| PO Box 8234 | Evansville | IN | 47716 | No Relationship | PF | Charitable Operations | $3,000 |
| HOSPICE OF WESTERN KENTUCKY | |||||||
| 3419 Wathens Crossing | Owensboro | KY | 42301 | No Relationship | PF | Charitable Operations | $250 |
| HUGH E SANDEFUR TRAINING CENTER INC | |||||||
| 1449 Corporate Ct | Henderson | KY | 42420 | No Relationship | PF | Charitable Operations | $1,000 |
| IMMIGRANT WELCOME AND RESOURCE CNETER INC | |||||||
| 500 S Green River Rd | Evansville | IN | 47715 | No Relationship | PF | Charitable Operations | $15,000 |
| IMPACT EVANSVILLE | |||||||
| 1201 S Bedford Ave | Evansville | IN | 47713 | No Relationship | PF | Charitable Operations | $5,000 |
| IN SOCIETY OF PRO ENGINEERS ED FDN | |||||||
| 2734 N 700 E | Franklin | IN | 46131 | No Relationship | PF | Charitable Operations | $1,500 |
| INDIANA UNIVERSITY SCHOOL OF MEDICINE | |||||||
| 601 East Kirkwood Avenue | Bloomington | IN | 47405 | No Relationship | PF | Charitable Operations | $7,000 |
| INDY GATEWAY INC | |||||||
| 925 N High School Rd | Indianapolis | IN | 46214 | No Relationship | PF | Charitable Operations | $2,500 |
| ISAIAH 117 PROJECT | |||||||
| 372 E 800 South | Fort Branch | IN | 47648 | No Relationship | PF | Charitable Operations | $2,000 |
| IU FOUNDATION CANCER RESEARCH | |||||||
| 535 Barnhill Drive | Indianapolis | IN | 46202 | No Relationship | PF | Charitable Operations | $7,500 |
| IU HEALTH FOUNDATION | |||||||
| 1633 N Capitol Ave Suite 1200 | Indianapolis | IN | 46202 | No Relationship | PF | Charitable Operations | $9,610 |
| IVY TECH FOUNDATION | |||||||
| 3501 First Avenue | Evansville | IN | 47710 | No Relationship | PF | Charitable Operations | $1,000 |
| JUNIOR ACHIEVEMENT HENDERSON | |||||||
| 1195 Wing Ave | Owensboro | KY | 42303 | No Relationship | PF | Charitable Operations | $8,500 |
| JUNIOR ACHIEVEMENT OF SW IN | |||||||
| 100 NW 2nd Ave Suite 112 | Evansville | IN | 47708 | No Relationship | PF | Charitable Operations | $274,720 |
| KEEP EVANSVILLE BEAUTIFUL | |||||||
| 223 Main Street | Evansville | IN | 47708 | No Relationship | PF | Charitable Operations | $10,000 |
| KENNEDY KRIEGER INSTITUTE | |||||||
| 707 N Broadway | Baltimore | MD | 21205 | No Relationship | PF | Charitable Operations | $300 |
| KENTUCKY WESLEYAN COLLEGE | |||||||
| 3000 Frederica Street | Owensboro | KY | 42301 | No Relationship | PF | Charitable Operations | $5,000 |
| KOCH FAMILY CHILDRENS MUSEUM OF EVILLE | |||||||
| PO Box 122 | Evansville | IN | 47701 | No Relationship | PF | Charitable Operations | $257,000 |
| LA SALLE HIGH SCHOOL | |||||||
| 3091 North Bend Rd | Cincinnati | OH | 45239 | No Relationship | PF | Charitable Operations | $750 |
| LAMPION CENTER | |||||||
| 655 S Hebron Avenue | Evansville | IN | 47714 | No Relationship | PF | Charitable Operations | $4,000 |
| LEGATUS | |||||||
| PO Box 444 | Ann Arbor | MI | 48106 | No Relationship | PF | Charitable Operations | $1,490 |
| MAKE A WISH FDN OF MISSOURI AND KANSAS | |||||||
| 13523 Barrett Pkwy Dr Ste 241 | Ballwin | MO | 63021 | No Relationship | PF | Charitable Operations | $2,000 |
| MARIAN EDUCATIONAL OUTREACH | |||||||
| 520 S Benninghof Ave | Evansville | IN | 47713 | No Relationship | PF | Charitable Operations | $9,500 |
| MARYVILLE UNIVERSITY | |||||||
| 13550 Conway Rd | Saint Louis | MO | 63141 | No Relationship | PF | Charitable Operations | $500 |
| MATER DEI HIGH SCHOOL | |||||||
| 1300 Harmony Way | Evansville | IN | 47712 | No Relationship | PF | Charitable Operations | $258,175 |
| MATTINGLY CHARITIES | |||||||
| PO Box 5746 | Evansville | IN | 47716 | No Relationship | PF | Charitable Operations | $200 |
| MONTESSORI ACADEMY | |||||||
| 4611 Adams Way | Evansville | IN | 47714 | No Relationship | PF | Charitable Operations | $5,000 |
| NAVARRO COUNTY UNITED WAY | |||||||
| PO Box 567 | Corsicana | TX | 75151 | No Relationship | PF | Charitable Operations | $17,706 |
| NEXTECH | |||||||
| 615 N Alabama St STE 300 | Indianapolis | IN | 46204 | No Relationship | PF | Charitable Operations | $7,500 |
| NORTON HEALTHCARE FOUNDATION | |||||||
| 224 E Broadway 5th Fl | Louisville | KY | 40202 | No Relationship | PF | Charitable Operations | $3,820 |
| OLD COURTHOUSE FOUNDATION OF VANDERBURGH | |||||||
| 1 NW ML King Jr Blvd Rm 305 | Evansville | IN | 47708 | No Relationship | PF | Charitable Operations | $500 |
| OLD UNION CHRISTIAN CHURCH | |||||||
| 10017 South State Rd 165 | Poseyville | IN | 47633 | No Relationship | PF | Charitable Operations | $2,000 |
| PAIDEIA INC | |||||||
| 4 West 43rd St Rm 611 | New York City | NY | 10036 | No Relationship | PF | Charitable Operations | $2,500 |
| PARTNER ALLIANCE FOR SAFER SCHOOLS | |||||||
| 3950 River Ridge Dr NE | Cedar Rapids | IA | 52402 | No Relationship | PF | Charitable Operations | $5,000 |
| PATCHWORK CENTRAL | |||||||
| 100 Washington St | Evansville | IN | 47713 | No Relationship | PF | Charitable Operations | $1,000 |
| POINT MAN MINISTRIES | |||||||
| 306 Edgewater Dr | Newburgh | IN | 47630 | No Relationship | PF | Charitable Operations | $500 |
| POTTERS WHEEL | |||||||
| 333 Jefferson Avenue | Evansville | IN | 47713 | No Relationship | PF | Charitable Operations | $36,000 |
| PURDUE FOUNDATION | |||||||
| 403 West Wood Street | West Lafayette | IN | 47907 | No Relationship | PF | Charitable Operations | $1,500 |
| REITZ HOME PRESERVATION SOCIETY | |||||||
| P O Box 1322 | Evansville | IN | 47706 | No Relationship | PF | Charitable Operations | $7,800 |
| REITZ MEMORIAL HIGH SCHOOL | |||||||
| 1500 Lincoln Avenue | Evansville | IN | 47714 | No Relationship | PF | Charitable Operations | $13,850 |
| RIGHT TO LIFE OF SOUTHWEST INDIANA | |||||||
| 20 NW Fourth St Suite 308 | Evansville | IN | 47708 | No Relationship | PF | Charitable Operations | $2,700 |
| RILEY HOSPITAL FOUNDATION | |||||||
| 30 S Meridian St Suite 200 | Indianapolis | IN | 46204 | No Relationship | PF | Charitable Operations | $2,000 |
| RONALD MCDONALD HOUSE CHARITIES | |||||||
| 3540 Washington Ave | Evansville | IN | 47714 | No Relationship | PF | Charitable Operations | $50,300 |
| ROTARY CLUB OF EVANSVILLE INC | |||||||
| PO Box 1131 | Evansville | IN | 47706 | No Relationship | PF | Charitable Operations | $1,500 |
| SACRED HEART CATHOLIC CHURCH | |||||||
| 2701 W Franklin St | Evansville | IN | 47712 | No Relationship | PF | Charitable Operations | $10,000 |
| SALVATION ARMY OF HENDERSON | |||||||
| 1213 Washington Street | Henderson | KY | 42420 | No Relationship | PF | Charitable Operations | $1,000 |
| SANTA CLAUS MUSEUM | |||||||
| PO Box 1 | Santa Claus | IN | 47579 | No Relationship | PF | Charitable Operations | $1,000 |
| SHAMROCK SPRINGS ELEMENTARY SCHOOL PTO | |||||||
| 747 W 161st St | Westfield | IN | 46074 | No Relationship | PF | Charitable Operations | $60 |
| SIGNATURE SCHOOL | |||||||
| 610 Main Street | Evansville | IN | 47708 | No Relationship | PF | Charitable Operations | $3,000 |
| SIGNATURE SCHOOL FOUNDATION | |||||||
| 610 Main Street | Evansville | IN | 47708 | No Relationship | PF | Charitable Operations | $22,414 |
| SISTERS OF ST BENEDICT | |||||||
| 802 East 10th Street | Ferdinand | IN | 47532 | No Relationship | PF | Charitable Operations | $250 |
| SOUTHWESTERN FOUNDATION INC | |||||||
| 415 Mulberry Street | Evansville | IN | 47713 | No Relationship | PF | Charitable Operations | $500 |
| ST BENEDICT CHURCH | |||||||
| 1328 Lincoln Ave | Evansville | IN | 47714 | No Relationship | PF | Charitable Operations | $100,000 |
| ST BENEDICT SCHOOL | |||||||
| 530 South Harlan Avenue | Evansville | IN | 47714 | No Relationship | PF | Charitable Operations | $18,000 |
| ST BONIFACE CATHOLIC CHURCH | |||||||
| 418 N Wabash Ave | Evansville | IN | 47712 | No Relationship | PF | Charitable Operations | $2,500 |
| ST FRANCIS XAVIER PARISH | |||||||
| 106 S 3rd St | Vincennes | IN | 47591 | No Relationship | PF | Charitable Operations | $5,000 |
| ST HENRY DISTRICT HIGH SCHOOL | |||||||
| 3755 Scheben Dr | Erlanger | KY | 41018 | No Relationship | PF | Charitable Operations | $1,000 |
| ST JOHN THE BAPTIST SCHOOL | |||||||
| 625 Frame Rd | Newburgh | IN | 47630 | No Relationship | PF | Charitable Operations | $6,000 |
| ST MEINRAD ARCHABBEY and SCHOOL OF THEOLOGY | |||||||
| 200 Hill Drive | Saint Meinrad | IN | 47577 | No Relationship | PF | Charitable Operations | $1,500 |
| ST PHILIP CATHOLIC SCHOOL | |||||||
| 3420 S St Phillip Rd | Mount Vernon | IN | 47620 | No Relationship | PF | Charitable Operations | $1,000 |
| ST VINCENT CENTER FOR CHILDREN and FAMILIES | |||||||
| 730 W Delaware St | Evansville | IN | 47710 | No Relationship | PF | Charitable Operations | $1,500 |
| STS PETER and PAUL SCHOOL | |||||||
| 211 N Vine St | Haubstadt | IN | 47639 | No Relationship | PF | Charitable Operations | $5,165 |
| THE NATURE CONSERVANCYINDIANA CHAPTER | |||||||
| 620 East Ohio Street | Indianapolis | IN | 46202 | No Relationship | PF | Charitable Operations | $2,000 |
| THE PIARIST SCHOOL | |||||||
| 7279 S KY Rt 321 | Hagerhill | KY | 41222 | No Relationship | PF | Charitable Operations | $500 |
| THE WAY OF ROCKPORT | |||||||
| 317 Main Street PO Box 506 | Rockport | IN | 47635 | No Relationship | PF | Charitable Operations | $5,000 |
| UNITED WAY OF BLUEGRASS | |||||||
| 100 Midland Ave 300 | Lexington | KY | 40508 | No Relationship | PF | Charitable Operations | $286 |
| UNITED WAY OF CENTRAL INDIANA | |||||||
| PO Box 88409 | Indianapolis | IN | 46208 | No Relationship | PF | Charitable Operations | $1,058 |
| UNITED WAY OF GREATER ST LOUIS | |||||||
| P O Box 14507 | Saint Louis | MO | 63178 | No Relationship | PF | Charitable Operations | $4,831 |
| UNITED WAY OF HENDERSON COUNTY | |||||||
| P O Box 1097 | Henderson | KY | 42419 | No Relationship | PF | Charitable Operations | $100,429 |
| UNITED WAY OF LOUISVILLE KY | |||||||
| P O Box 4488 | Louisville | KY | 40204 | No Relationship | PF | Charitable Operations | $1,100 |
| UNITED WAY OF METRO ATLANTA | |||||||
| 275 Pryor Street Southwest | Atlanta | GA | 30303 | No Relationship | PF | Charitable Operations | $3,069 |
| UNITED WAY OF METROPOLITAN NASHVILLE | |||||||
| 250 Venture Circle | Nashville | TN | 37228 | No Relationship | PF | Charitable Operations | $453 |
| UNITED WAY OF MORGAN COUNTY | |||||||
| P O Box 1058 | Decatur | AL | 35602 | No Relationship | PF | Charitable Operations | $2,491 |
| UNITED WAY OF POSEY COUNTY | |||||||
| 2115 S Kimball St | Mount Vernon | IN | 47620 | No Relationship | PF | Charitable Operations | $1,000 |
| UNITED WAY OF SOUTHEASTERN MICHIGAN | |||||||
| 3011 W Grand Blvd 500 | Detroit | MI | 48202 | No Relationship | PF | Charitable Operations | $1,430 |
| UNITED WAY OF SOUTHERN WEST VIRGINIA | |||||||
| PO Box 5456 | Beckley | WV | 25801 | No Relationship | PF | Charitable Operations | $4,829 |
| UNITED WAY OF SOUTHWESTERN INDIANA | |||||||
| 210 Locust Street | Evansville | IN | 47708 | No Relationship | PF | Charitable Operations | $258,005 |
| UNIVERSITY OF EVANSVILLE | |||||||
| 1800 Lincoln Avenue | Evansville | IN | 47722 | No Relationship | PF | Charitable Operations | $306,500 |
| UNIVERSITY OF KANSAS | |||||||
| 1515 St Andrews Dr | Lawrence | KS | 66047 | No Relationship | PF | Charitable Operations | $15,000 |
| UNIVERSITY OF NOTRE DAME | |||||||
| 1100 Grace Hall | Notre Dame | IN | 46556 | No Relationship | PF | Charitable Operations | $2,000 |
| USI FOUNDATION | |||||||
| 8600 University Blvd | Evansville | IN | 47712 | No Relationship | PF | Charitable Operations | $52,000 |
| VANDERBILT UNIVERSITY | |||||||
| 2301 Vanderbilt Place | Nashville | TN | 37240 | No Relationship | PF | Charitable Operations | $100 |
| VANDERBURGH COMMUNITY FOUNDATION | |||||||
| 20 NW 3rd St Ste 820 | Evansville | IN | 47708 | No Relationship | PF | Charitable Operations | $175,000 |
| VANDERBURGH HUMANE SOCIETY | |||||||
| 400 Millner Industrial Dr | Evansville | IN | 47720 | No Relationship | PF | Charitable Operations | $500 |
| WELL READ MOM | |||||||
| PO Box 502 | Ironton | MN | 56455 | No Relationship | PF | Charitable Operations | $1,000 |
| WESSELMAN WOODS NATURE PRESERVE | |||||||
| 551 North Boeke Rd | Evansville | IN | 47711 | No Relationship | PF | Charitable Operations | $1,000 |
| WHITFIELD HEALTHCARE FOUNDATION | |||||||
| PO Box 1168 | Dalton | GA | 30722 | No Relationship | PF | Charitable Operations | $1,100 |
| WYOMING SYMPHONY ORCHESTRA INC | |||||||
| 225 S David St | Casper | WY | 82601 | No Relationship | PF | Charitable Operations | $1,000 |
| YMCA OF SW IN | |||||||
| 222 NW 6th St | Evansville | IN | 47708 | No Relationship | PF | Charitable Operations | $11,000 |
| YOUNG LIFE OF EVANSVILLE | |||||||
| PO Box 4375 | Evansville | IN | 47724 | No Relationship | PF | Charitable Operations | $1,500 |
| YOUNG LIFE OF NEWBURGH | |||||||
| 5088 S Plaza Drive | Newburgh | IN | 47630 | No Relationship | PF | Charitable Operations | $3,700 |
| YOUTH FIRST FOUNDATION INC | |||||||
| 401 SE Sixth St | Evansville | IN | 47715 | No Relationship | PF | Charitable Operations | $3,000 |
| YWCA | |||||||
| 118 Vine Street | Evansville | IN | 47708 | No Relationship | PF | Charitable Operations | $998 |
| COMMUNITY FOUNDATION ALLIANCE INC | |||||||
| 401 SE 6th Street | Evansville | IN | 47713 | No Relationship | PF | Charitable Operations | $15,000 |
| EVSC FOUNDATION INC | |||||||
| 951 Walnut Street | Evansville | IN | 47713 | No Relationship | PF | Charitable Operations | $4,000 |
| ST CLEMENT CATHOLIC PARISH | |||||||
| 422 E Sycamore St | Boonville | IN | 47601 | No Relationship | PF | Charitable Operations | $5,000 |
| TRISTATE FOOD BANK INC | |||||||
| 2505 Lynch Rd | Evansville | IN | 47711 | No Relationship | PF | Charitable Operations | $500 |
| TRISTATE MS ASSOCIATION INC | |||||||
| 971 C South Kenmore Dr | Evansville | IN | 47714 | No Relationship | PF | Charitable Operations | $1,000 |
| UNITED WAY OF NATRONA COUNTY INC | |||||||
| P O Box 2046 | Casper | WY | 82602 | No Relationship | PF | Charitable Operations | $251 |
| SCHOLARSHIP AMERICA | |||||||
| PO Box 772514 | Detroit | MI | 48277 | No Relationship | PF | Scholarship | $48,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,785,199 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl (7 entries)
| Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
Membership Dues And Assmnt MembershipDuesAndAssmntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $93,385 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $780,077 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,997,677 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (5 entries)
| Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,871,139 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,871,139 | TotalIncomeProducingActyAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Bonds | BondNm |
| EOY Book Value | $2,167,067 | EOYBookValueAmt |
| EOYFMV | $2,156,097 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Stocks | StockNm |
| EOY Book Value | $38,885,162 | EOYBookValueAmt |
| EOYFMV | $69,233,792 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Bank service charges | Desc |
| Revenue And Expenses Per Books | $9,817 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $9,817 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Unrealized gain | $2,603 |
| Adjust book value to actual based on investment statements | $62 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | William Blair fees | CategoryTxt |
| Amt | $49,403 | Amt |
| Net Investment Income | $49,403 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Federal Excise Tax 2023 | $20,641 | $20,641 | $0 | $0 |
| Federal Excise Tax 2024 | $41,320 | $41,320 | $0 | $0 |
Comments