J E FEHSENFELD FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- J E FEHSENFELD FAMILY FOUNDATION INC (EIN 35-2091086)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-30
- IRS object ID
- 202541209349102404
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-30T14:39:13-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350865680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PILE CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE INDIANA SQUARE STE 1200 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352091086 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE J E FEHSENFELD FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEFE | BusinessNameControlTxt |
| Phone | 3178540901 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5400 WEST 86TH STREET | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46268 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBRA BAKER | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 3176958659 | PhoneNum |
| Signature | 2025-04-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHANNON E MURPHY CPA | PreparerPersonNm |
| PTIN | P01986058 | PTIN |
| Phone | 3172693454 | PhoneNum |
| Preparation | 2025-04-22 | PreparationDt |
| 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 | $2,014,299 | 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 | $1,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $44,423 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $44,423 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $44,423 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $51,430 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $51,430 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $51,430 | DividendsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,095,853 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $95,853 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $95,853 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $488 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $488 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $29,173 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $29,173 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,162 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $177 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $985 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $62,359 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $29,639 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $29,699 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $122,821 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $177 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $60,345 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $755,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $755,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $878,321 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $177 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $815,845 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $217,532 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $95,676 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $95,853 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $28,117 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $58,004 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $58,004 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $308,523 | CorporateStockBOYAmt |
| Corporate Stock EOY | $308,523 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $783,948 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $230,114 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $230,114 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $214,514 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $793,938 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $957,833 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $957,833 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,360,692 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,554,474 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,014,299 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $47,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $9,500 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $47,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,500 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $380,000 | CapitalStockBOYAmt |
| Capital Stock EOY | $380,000 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $933,692 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,164,974 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,313,692 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,544,974 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,360,692 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,554,474 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,313,692 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $217,532 | ExcessRevenueOverExpensesAmt |
| Other Increases | $13,750 | OtherIncreasesAmt |
| Subtotal | $1,544,974 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,544,974 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,330 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,330 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,330 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $52 | EsPenaltyAmt |
| Tax Due | $1,382 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DEBRA BAKER SECRETARY | IndividualWithBooksNm |
| Phone | 3178540901 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5400 WEST 86TH STREET | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46268 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SHANNON BURNS | ||||||||
| 5400 WEST 86TH STREET | INDIANAPOLIS | IN | 46268 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| NANCY SMITH | ||||||||
| 5400 WEST 86TH STREET | INDIANAPOLIS | IN | 46268 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| DEBRA ANN BAKER | ||||||||
| 5400 WEST 86TH STREET | INDIANAPOLIS | IN | 46268 | SECRETARY | 0.00 | $0 | $0 | $0 |
| ROBIN FEHSENFELD | ||||||||
| 5400 WEST 86TH STREET | INDIANAPOLIS | IN | 46268 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JUDEE FEHSENFELD | ||||||||
| 5400 WEST 86TH STREET | INDIANAPOLIS | IN | 46268 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| STEVE STUK | ||||||||
| 5400 WEST 86TH STREET | INDIANAPOLIS | IN | 46268 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ASHLEE FEHSENFELD | ||||||||
| 5400 WEST 86TH STREET | INDIANAPOLIS | IN | 46268 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| SARAH IMMEKUS | ||||||||
| 5400 WEST 86TH STREET | INDIANAPOLIS | IN | 46268 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JASON IMMEKUS | ||||||||
| 5400 WEST 86TH STREET | INDIANAPOLIS | IN | 46268 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION DOES NOT DIRECTLY PARTICIPATE IN CHARITABLE ACTIVITIES. THE ACTIVITIES OF THE DIRECTORS ARE LIMITED TO THE ADMINISTRATION OF GRANTS TO QUALIFIED UNRELATED 501(C)(3) ORGANIZATIONS. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,007,961 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $44,609 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,052,570 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,052,570 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,789 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,036,781 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $51,839 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $51,839 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,330 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,330 | TotalTaxAmt |
| Distributable Before Adj | $50,509 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $50,509 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $50,509 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $815,845 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $815,845 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $50,509 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $469,243 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $609,191 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $566,657 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $484,404 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $540,524 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,670,019 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $815,845 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $50,509 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $765,336 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,435,355 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $469,243 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,966,112 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $609,191 | ExcessFromYear4Amt |
| Excess From Year3 | $566,657 | ExcessFromYear3Amt |
| Excess From Year2 | $484,404 | ExcessFromYear2Amt |
| Excess From Year1 | $540,524 | ExcessFromYear1Amt |
| Excess From Current Year | $765,336 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE JE FEHSENFELD FAMILY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5400 W 86TH STREET | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46268 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3178540901 | RecipientPhoneNum |
| Form And Info And Materials | NONE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (104 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Address Line2RecipientForeignAddress/AddressLine2Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AFFINITY TUTORING | ||||||||||||
| 2850 S WABASH AVENUE 108 | CHICAGO | IL | 60616 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | |||||
| ANGEL'S WISH | ||||||||||||
| 161 HORIZON DRIVE UNIT 106 | VERONA | WI | 53593 | NONE | 501(C)(3) | UNRESTRICTED | $11,000 | |||||
| ANTHONY MUNOZ FOUNDATION | ||||||||||||
| 8919 ROSSASH ROAD | CINCINNATI | OH | 45236 | NONE | 501(C)(3) | UNRESTRICTED | $10,000 | |||||
| ASSOCIATION OF GLEANING ORGANIZATIONS | ||||||||||||
| 246 EAST 2700 NORTH | KAMAS | UT | 84026 | NONE | 501(C)(3) | UNRESTRICTED | $10,000 | |||||
| ATD FOURTH WORLD MOVEMENT | ||||||||||||
| PO BOX 1787 | GALLUP | NM | 87305 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | |||||
| BAXTER FOUNDATION | ||||||||||||
| 935 BAXTER STREET | GRAND RAPIDS | MI | 59606 | NONE | 501(C)(3) | UNRESTRICTED | $10,000 | |||||
| BELOVED ASHEVILLE | ||||||||||||
| 32 OLD CHARLOTTE HIGHWAY | ASHEVILLE | NC | 28803 | NONE | 501(C)(3) | UNRESTRICTED | $30,000 | |||||
| BEST BUDDIES INDIANA | ||||||||||||
| 8604 ALLISONVILLE ROAD 165 | INDIANAPOLIS | IN | 46250 | NONE | 501(C)(3) | UNRESTRICTED | $2,000 | |||||
| BOLD | ||||||||||||
| 12472 BREAKLINES STREET 408 | CARMEL | IN | 46032 | NONE | 501(C)(3) | UNRESTRICTED | $11,000 | |||||
| BRAVE SPACE ALLIANCE | ||||||||||||
| 1515 E 52ND PLAZA | CHICAGO | IL | 60615 | NONE | 501(C)(3) | UNRESTRICTED | $2,000 | |||||
| BROOKE'S PLACE FOR GRIEVING YOUNG PEOPLE | ||||||||||||
| 8935 N MERIDIAN STREET SUITE 200 | INDIANAPOLIS | IN | 46206 | NONE | 501(C)(3) | UNRESTRICTED | $9,000 | |||||
| CAMPTOWN | ||||||||||||
| 7998 GEORGETOWN ROAD SUITE 700 | INDIANAPOLIS | IN | 46268 | NONE | 501(C)(3) | UNRESTRICTED | $10,000 | |||||
| CASA OF LANE COUNTY | ||||||||||||
| 174 DEADMOND FERRY ROAD | SPRINGFIELD | OR | 97477 | NONE | 501(C)(3) | UNRESTRICTED | $10,000 | |||||
| CINCINNATI HIGHSCHOOL CHRISTIAN ACADEMY | ||||||||||||
| 8283 KEMPER ROAD | CINCINNATI | OH | 45249 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | |||||
| CONCRETE JUNGLE | ||||||||||||
| 1050 OAKLEIGH DRIVE | ATLANTA | GA | 30344 | NONE | 501(C)(3) | UNRESTRICTED | $15,000 | |||||
| CRYSTAL LAKE SAILING SCHOOL | ||||||||||||
| 3491 PILGRIM HIGHWAY | FRANKFORT | MI | 49635 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | |||||
| CYSTIC FIBROSIS FOUNDATION | ||||||||||||
| 2701 NW VAUGHN STREET 203 | PORTLAND | OR | 97210 | NONE | 501(C)(3) | UNRESTRICTED | $1,500 | |||||
| DAVE PARKER 39 FOUNDATION | ||||||||||||
| PO BOX 37392 | CINCINNATI | OH | 45222 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | |||||
| DRAGONFLY FOUNDATION | ||||||||||||
| 506 OAK STREET | CINCINNATI | OH | 45219 | NONE | 501(C)(3) | UNRESTRICTED | $11,000 | |||||
| DUCKS UNLIMITED | ||||||||||||
| ONE WATERFOWL WAY | MEMPHIS | TN | 38120 | NONE | 501(C)(3) | UNRESTRICTED | $10,000 | |||||
| FAIRSHARE CSA | ||||||||||||
| 211 S PATERSON STREET | MADISON | WI | 43703 | NONE | 501(C)(3) | UNRESTRICTED | $12,000 | |||||
| FAMILY HEALTH MATTERSN ORANGE COUNTY REGIONAL HEALTH | ||||||||||||
| 1182 N EUCLID STREET | ANAHEIM | CA | 92801 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | |||||
| FAMILY VILLAGE | ||||||||||||
| 8900 ARAPAHOE ROAD | BOULDER | CO | 80303 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | |||||
| FAY BICCARD GLICK NEIGHBORHOOD CENTER | ||||||||||||
| 2990 W 71ST STREET | INDIANAPOLIS | IN | 46268 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | |||||
| FOREST GLEN PFO | ||||||||||||
| 6333 LEE ROAD | INDIANAPOLIS | IN | 46236 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | |||||
| FREEDOM MINISTRIES | ||||||||||||
| 2905 E 46TH STREET | INDIANAPOLIS | IN | 46205 | NONE | 501(C)(3) | UNRESTRICTED | $500 | |||||
| GERMAN SHEPHERD RESCUE | ||||||||||||
| 1831 PROSPECT ST | INDIANAPOLIS | IN | 46203 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | |||||
| GO PANTRY | ||||||||||||
| 2137 WYNDHAM WAY | UNION | KY | 41091 | NONE | 501(C)(3) | UNRESTRICTED | $20,500 | |||||
| GOLDEN SCOOP | ||||||||||||
| PO BOX 7862 | OVERLAND PARK | KS | 66207 | NONE | 501(C)(3) | UNRESTRICTED | $12,000 | |||||
| HABITAT FOR HUMANITY | ||||||||||||
| 10650 ANDRADE DRIVE | ZIONSVILLE | IN | 46077 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | |||||
| HERRON SCHOOL OF ART | ||||||||||||
| 735 W NEW YORK STREET | INDIANAPOLIS | IN | 46202 | NONE | 501(C)(3) | UNRESTRICTED | $10,000 | |||||
| HOLIDAY PARK FOUNDATION | ||||||||||||
| 6363 SPRINGMILL ROAD | INDIANAPOLIS | IN | 46260 | NONE | 501(C)(3) | UNRESTRICTED | $1,500 | |||||
| HOMEWARD BOUND OF WESTERN NORTH CAROLINA | ||||||||||||
| 201 TUNNEL ROAD | ASHEVILLE | IN | 28805 | NONE | 501(C)(3) | UNRESTRICTED | $13,000 | |||||
| HOWARD BROWN | ||||||||||||
| 3245 N HALSTED STREET | CHICAGO | IL | 60657 | NONE | 501(C)(3) | UNRESTRICTED | $25,000 | |||||
| HOWARD COUNTY VIETNAM VETERANS ORGANIZATION | ||||||||||||
| 8313 COUNTY ROAD E 400 S | GREENTOWN | IN | 46936 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | |||||
| HUNTINGTON HARBOUR PHILHARMONIC | ||||||||||||
| 16889 ALGONQUIN ST | HUNTINGTON BEACH | CA | 96249 | NONE | 501(C)(3) | UNRESTRICTED | $500 | |||||
| INDIANA YOUTH HOCKEY ASSOCIATION | ||||||||||||
| 1040 3RD AVENE SW | CARMEL | IN | 46032 | NONE | 501(C)(3) | UNRESTRICTED | $11,000 | |||||
| INDIANAPOLIS ART CENTER | ||||||||||||
| 820 E 67TH ST | INDIANAPOLIS | IN | 46220 | NONE | 501(C)(3) | UNRESTRICTED | $10,000 | |||||
| INDY HUMANE | ||||||||||||
| 7929 MICHIGAN ROAD | INDIANAPOLIS | IN | 46268 | NONE | 501(C)(3) | UNRESTRICTED | $10,000 | |||||
| IU FOUNDATION | ||||||||||||
| PO BOX 6460 | INDIANAPOLIS | IN | 46206 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | |||||
| JEWISH VOICE MINISTRIES | ||||||||||||
| 10974-10976 N 24TH AVENUE | PHOENIX | AZ | 85029 | NONE | 501(C)(3) | UNRESTRICTED | $500 | |||||
| JUSTICE SPEAKS | ||||||||||||
| 8967 W SUNSET BLVD | WEST HOLLYWOOD | CA | 90069 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | |||||
| KANSAS CITY PET | ||||||||||||
| 7077 ELMWOOD AVENUE | KANSAS CITY | MO | 64132 | NONE | 501(C)(3) | UNRESTRICTED | $11,500 | |||||
| KAUA'I HUMANE SOCIETY | ||||||||||||
| 3-825 KAUMUALII HIGHWAY | LIHUE | HI | 96766 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | |||||
| LIFE INTERNATIONAL | ||||||||||||
| 527 WING POINT | COLDWATER | MI | 49036 | NONE | 501(C)(3) | UNRESTRICTED | $2,000 | |||||
| LIGHTHOUSE YOUTH SERVICES | ||||||||||||
| 401 E MCMILLIAN STREET | CINCINNATI | OH | 45206 | NONE | 501(C)(3) | UNRESTRICTED | $10,000 | |||||
| LOOKING GLASS COMMUNITY SERVICES | ||||||||||||
| 260 E 11TH STREET | EUGENE | OR | 97401 | NONE | 501(C)(3) | UNRESTRICTED | $25,000 | |||||
| LUCKY TAILS RESCUE | ||||||||||||
| 7289 TURFWAY ROAD | FLORENCE | KY | 42042 | NONE | 501(C)(3) | UNRESTRICTED | $500 | |||||
| MANNA FOOD BANK | ||||||||||||
| 627 SWANNONOA RIVER ROAD | ASHEVILLE | NC | 28805 | NONE | 501(C)(3) | UNRESTRICTED | $30,000 | |||||
| MANNA FOOD BANK | ||||||||||||
| 99 BROADPOINTE DRIVE | MILLS RIVER | NC | 28759 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | |||||
| MARA ELEPHANT PROJECT | ||||||||||||
| 4000 W 106TH STREET | CARMEL | IN | 46032 | NONE | 501(C)(3) | UNRESTRICTED | $13,000 | |||||
| MATTHEW 25 MINISTRIES | ||||||||||||
| 11060 KENWOOD ROAD | BLUE ASH | OH | 45242 | NONE | 501(C)(3) | UNRESTRICTED | $500 | |||||
| MCKENZIE RIVER TRUST | ||||||||||||
| 725 W 1ST AVENUE B | EUGENE | OR | 97402 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | |||||
| MIDWEST FOOD BANK OF INDIANA | ||||||||||||
| 6450 S BELMONT AVENUE | INDIANAPOLIS | IN | 46217 | NONE | 501(C)(3) | UNRESTRICTED | $2,000 | |||||
| MISSION OF MARY | ||||||||||||
| 619 SILVER LANE | DAYTON | OH | 45410 | NONE | 501(C)(3) | UNRESTRICTED | $25,000 | |||||
| MOTHER HUBBARD'S CUPBOARD | ||||||||||||
| 1100 WEST ALLEN STREET | BLOOMINGTON | IN | 47403 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | |||||
| MOUNTAINS COMMUNITY HOSPITAL | ||||||||||||
| PO BOX 1493 | LAKE ARROWHEAD | CA | 92352 | NONE | 501(C)(3) | UNRESTRICTED | $10,000 | |||||
| NATIONAL ABORTION FEDERATION | ||||||||||||
| PO BOX 100 | ANNAPOLIS JUNCTION | MD | 20701 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | |||||
| NOBLESVILLE YOUNG LIFE | ||||||||||||
| 136 S 9TH STREET | NOBLESVILLE | IN | 46060 | NONE | 501(C)(3) | UNRESTRICTED | $4,500 | |||||
| NORTHPOINT HOMESCHOOL ACADEMY | ||||||||||||
| 2500 E 98TH STREET | INDIANAPOLIS | IN | 46280 | NONE | 501(C)(3) | UNRESTRICTED | $1,500 | |||||
| NORTHWEST IMMIGRANT RIGHT PROJECT | ||||||||||||
| 2209 N PEARL STREET 200 | TACOMA | WA | 98406 | NONE | 501(C)(3) | UNRESTRICTED | $2,000 | |||||
| ONE FOR ISRAEL | ||||||||||||
| 2405 MUSTANG DRIVE | GRAPEVINE | TX | 76051 | NONE | 501(C)(3) | UNRESTRICTED | $500 | |||||
| OPERA GRAND RAPIDS | ||||||||||||
| 1320 FULTON STREET E | GRAND RAPIDS | MI | 49502 | NONE | 501(C)(3) | UNRESTRICTED | $10,000 | |||||
| ORCHARD SCHOOL | ||||||||||||
| 615 W 64TH STREET | INDIANAPOLIS | IN | 46260 | NONE | 501(C)(3) | UNRESTRICTED | $10,000 | |||||
| OUTSIDE IN | ||||||||||||
| 1132 S W 13TH AVENUE | PORTLAND | OR | 97205 | NONE | 501(C)(3) | UNRESTRICTED | $25,000 | |||||
| PARTNERS IN HEALTH | ||||||||||||
| 325 W HURON STREET SUITE 711 | CHICAGO | IL | 60654 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | |||||
| PATACHOU FOUNDATION | ||||||||||||
| 4565 MARCY LANE | INDIANAPOLIS | IN | 46205 | NONE | 501(C)(3) | UNRESTRICTED | $45,000 | |||||
| PAWS ON MY HEART | ||||||||||||
| 2160 E 116TH STREET | CARMEL | IN | 46032 | NONE | 501(C)(3) | UNRESTRICTED | $2,000 | |||||
| PBS NEWSHOUR | ||||||||||||
| 3939 CAMPBELL AVENUE | ARLINGTON | VA | 22206 | NONE | 501(C)(3) | UNRESTRICTED | $10,000 | |||||
| PINE MOUNTAIN BOYS ACADEMY | ||||||||||||
| 736 US HIGHWAY 19 | MEANSVILLE | GA | 30256 | NONE | 501(C)(3) | UNRESTRICTED | $500 | |||||
| PRETTY PASSIONATE HANDS | ||||||||||||
| 3421 N PARK AVENUE | INDIANAPOLIS | IN | 46205 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | |||||
| PURDUE FOUNDATION | ||||||||||||
| 403 WEST WOOD STREET | LAFAYETTE | IN | 47907 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | |||||
| REGENTS OF THE UNIVERSITY OF MICHIGAN | ||||||||||||
| 1109 GEDDES AVENUE | ANN ARBOR | MI | 48109 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | |||||
| RILEY CHILDREN'S FOUNDATION | ||||||||||||
| PO BOX 3356 | INDIANAPOLIS | IN | 46206 | NONE | 501(C)(3) | UNRESTRICTED | $13,000 | |||||
| RUBY'S RAINBOWS | ||||||||||||
| PO BOX 153095 | AUSTIN | TX | 78715 | NONE | 501(C)(3) | UNRESTRICTED | $12,000 | |||||
| SAMARITANS PURSE | ||||||||||||
| PO BOX 3000 | BOONE | NC | 28607 | NONE | 501(C)(3) | UNRESTRICTED | $1,500 | |||||
| SAME AS U | ||||||||||||
| 19201 PROMISE ROAD | NOBLESVILLE | IN | 46060 | NONE | 501(C)(3) | UNRESTRICTED | $10,000 | |||||
| SECOND HARVEST FOOD BANK OF EAST TN | ||||||||||||
| 136 HARVEST LANE | MARYVILLE | TN | 37801 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | |||||
| SECOND HELPINGS | ||||||||||||
| 1121 SOUTHEASTERN AVENUE | INDIANAPOLIS | IN | 46202 | NONE | 501(C)(3) | UNRESTRICTED | $10,000 | |||||
| SHELTERING WINGS | ||||||||||||
| PO BOX 92 | DANVILLE | IN | 46122 | NONE | 501(C)(3) | UNRESTRICTED | $10,000 | |||||
| SHROADER HIGH SCHOOL COMMUNITY SERVICE | ||||||||||||
| 5030 DUCK CREEK ROAD | CINCINNATI | OH | 45227 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | |||||
| SOMO | ||||||||||||
| NONE | 501(C)(3) | UNRESTRICTED | $25,000 | BUILDING PERLA PACIFICO PREMIS | ELEVEN | PUNTARENAS | CS | |||||
| ST JUDES CHILDREN'S FOUNDATION | ||||||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | |||||
| STEIN EYE INSTITUTE | ||||||||||||
| 100 STEIN PLAZA SUITE 1 - 124 | LOS ANGELES | CA | 90095 | NONE | 501(C)(3) | UNRESTRICTED | $10,000 | |||||
| STRIDES FOR SUCCESS | ||||||||||||
| 1350 TERRY DRIVE | PLAINFIELD | IN | 46168 | NONE | 501(C)(3) | UNRESTRICTED | $12,000 | |||||
| SYNERGY SERVICES | ||||||||||||
| 400 EAST 6TH STREET | PARKVILLE | MO | 64152 | NONE | 501(C)(3) | UNRESTRICTED | $10,000 | |||||
| THE CENTER FOR CARTOON STUDIES | ||||||||||||
| 94 S MAIN STREET | WHITE RIVER JUNCTION | VT | 05001 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | |||||
| THE GREEN URBAN LUNCHBOX | ||||||||||||
| 3188 S 1100 W | SOUTH SALT LAKE CITY | UT | 84119 | NONE | 501(C)(3) | UNRESTRICTED | $16,000 | |||||
| THE HORIZON HOUSE | ||||||||||||
| 1033 E WASHINGTON STREET | INDIANAPOLIS | IN | 46202 | NONE | 501(C)(3) | UNRESTRICTED | $500 | |||||
| THE LEUKEMIA & LYMPHOMA SOCIETY | ||||||||||||
| 11500 N MERIDIAN STREET | CARMEL | IN | 46032 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | |||||
| THE ORCHARD SCHOOL | ||||||||||||
| 615 W 64TH STREET | INDIANAPOLIS | IN | 46260 | NONE | 501(C)(3) | UNRESTRICTED | $2,000 | |||||
| THE RABBIT HOLE | ||||||||||||
| 919 E 14TH AVE | NORTH KANSA CITY | MO | 64116 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | |||||
| THE TREVOR PROJECT | ||||||||||||
| PO BOX 69232 | WEST HOLLYWOOD | CA | 90069 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | |||||
| THE UNSCRIPTED PROJECT | ||||||||||||
| 3720 SPRUCE STREET | PHILADELPHIA | PA | 19104 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | |||||
| UCI FOUNDATION | ||||||||||||
| 5141 CALIFORNIA SUITE 250 | IRVINE | CA | 92617 | NONE | 501(C)(3) | UNRESTRICTED | $500 | |||||
| UNICEF | ||||||||||||
| 3 UNITED NATIONS PLAZA | NEW YORK | NY | 10017 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | |||||
| WASHINGTON TOWNSHIP SCHOOLS | ||||||||||||
| 8550 WOODFIELD CROSSING BOULEVARD | INDIANAPOLIS | IN | 46264 | NONE | 501(C)(3) | UNRESTRICTED | $25,000 | |||||
| WAVE FOUNDATION | ||||||||||||
| 1 AQUARIUM WAY | NEWPORT | KY | 51011 | NONE | 501(C)(3) | UNRESTRICTED | $10,000 | |||||
| WAYSIDE WAIFS | ||||||||||||
| 3901 MARTHA TRUMAN ROAD | KANSAS CITY | MO | 64137 | NONE | 501(C)(3) | UNRESTRICTED | $500 | |||||
| WHEELS CINCI TRANSPORTATION | ||||||||||||
| 6039 HAMILTON GLEVES PIKE ROAD | CLEVES | OH | 45002 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | SUITE G | ||||
| WILLOW LAKE PARENT TREACHER ORGANIZATION | ||||||||||||
| 7353 HARCOURT ROAD | INDIANAPOLIS | IN | 46260 | NONE | 501(C)(3) | UNRESTRICTED | $10,000 | |||||
| WORLD VISION CLEAN WATER | ||||||||||||
| PO BOX 9716 | FEDERAL WAY | WA | 98063 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | |||||
| YEPP | ||||||||||||
| PO BOX 408092 | CHICAGO | IL | 60640 | NONE | 501(C)(3) | UNRESTRICTED | $21,000 | |||||
| ZENO MOUNTAIN FARM | ||||||||||||
| 950 ZENO ROAD | LINCOLN | VT | 05443 | NONE | 501(C)(3) | UNRESTRICTED | $3,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $755,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $44,423 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $51,430 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $95,853 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $95,853 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HERITAGE GROUP | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 68123 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46268 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $488 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $488 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD HIGH YIELD CORPORATE FUND | $38,557 | $32,900 |
| VANGUARD LONG-TERM BOND INDEX FUND | $36,185 | $34,253 |
| VANGUARD SHORT-TERM CORPORATE FUND | $41,765 | $40,772 |
| INTER-TERM INVEST-GR ADM | $77,486 | $69,628 |
| SHORT-TERM BOND INDEX FUND ADM | $36,121 | $36,961 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD STRATEGIC EQUITY FUND | $35,430 | $76,458 |
| TOTAL INTL STOCK IX ADMIRAL | $44,280 | $71,380 |
| TOTAL STOCK MKT IDX ADM | $57,062 | $273,051 |
| WINDSOR II FUND ADM | $86,678 | $143,208 |
| VANGUARD US GROWTH FUND ADMIRAL | $57,655 | $171,057 |
| EXPLORER FUND INVESTOR | $27,418 | $48,794 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| THE HERITAGE GROUP INVESTMENT CO., LLC | AT COST | $903,581 | $903,581 |
| FEDERAL MONEY MARKET FUND | AT COST | $54,252 | $54,252 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OFFICE EXPENSE | $6,306 | $0 | $0 | $6,366 |
| GRANT MANAGER | $23,333 | $0 | $0 | $23,333 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $13,750 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD PAYABLE | Desc |
| BOY Book Value | $47,000 | BOYBookValueAmt |
| EOY Book Value | $9,500 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $29,173 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $29,173 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX | $177 | $177 | $0 | $0 |
| FEDERAL TAX | $985 | $0 | $0 | $985 |
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