J E FEHSENFELD FAMILY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- J E FEHSENFELD FAMILY FOUNDATION INC (EIN 35-2091086)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-12
- IRS object ID
- 202211329349100211
- Schema version
- 2021v4.2
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-12T07:37:46-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE INDIANA SQ SUITE 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 | 2021-01-01 | 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 | 3176958659 | 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 | 2022-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DEBRA | PersonFirstNm |
| Person Last | BAKER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT E PECK CPA | PreparerPersonNm |
| PTIN | P00263149 | PTIN |
| Phone | 3172693454 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,700,058 | 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 | $674,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $8,854 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,854 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $8,854 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $72,200 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $72,200 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $72,200 | DividendsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $755,054 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $81,054 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $81,054 | 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 | $1,049 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,049 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $21,771 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $21,771 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $795 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $139 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $656 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $40,397 | 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 | $1,000 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,000 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $65,012 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $139 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $24,476 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $594,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $594,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $659,512 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $139 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $618,976 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $95,542 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $80,915 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $81,054 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $837 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $28,565 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $28,565 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $308,523 | CorporateStockBOYAmt |
| Corporate Stock EOY | $308,523 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $745,973 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $230,114 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $230,114 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $250,015 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $607,691 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $675,505 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $675,505 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,147,165 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,242,707 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,700,058 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $767,165 | RetainedEarningBOYAmt |
| Retained Earning EOY | $862,707 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,147,165 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,242,707 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,147,165 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,242,707 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,147,165 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $95,542 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,242,707 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,242,707 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,125 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,125 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,125 | 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 | $15 | EsPenaltyAmt |
| Tax Due | $1,140 | 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 | 3176958659 | 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 | $1,023,253 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $61,905 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,085,158 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,085,158 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,277 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,068,881 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $53,444 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $53,444 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,125 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,125 | TotalTaxAmt |
| Distributable Before Adj | $52,319 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $52,319 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $52,319 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $618,976 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $618,976 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $52,319 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $660,566 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $561,421 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $487,098 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $469,243 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $609,191 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,787,519 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $618,976 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $52,319 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $566,657 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,354,176 | 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 | $660,566 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,693,610 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $561,421 | ExcessFromYear4Amt |
| Excess From Year3 | $487,098 | ExcessFromYear3Amt |
| Excess From Year2 | $469,243 | ExcessFromYear2Amt |
| Excess From Year1 | $609,191 | ExcessFromYear1Amt |
| Excess From Current Year | $566,657 | 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 | 3176958659 | RecipientPhoneNum |
| Form And Info And Materials | NONE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (87 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AGAPE THERAP RIDING CENTER | ||||||||
| 24790 MT PLEASANT ROAD | CICERO | IN | 24950 | NONE | 501(C)(3) | UNRESTRICTED | $5,000 | |
| ANTHONY MUNOZ FOUNDATION | ||||||||
| 8919 ROSSASH ROAD | CINCINNATI | OH | 45236 | NONE | 501(C)(3) | UNRESTRICTED | $15,000 | |
| ATD FOURTH WORLD MOVEMENT | ||||||||
| PO BOX 1787 | GALLUP | NM | 87305 | 501(C)(3) | UNRESTRICTED | $7,500 | ||
| BAXTER COMMUNITY CENTER | ||||||||
| 935 BAXTER STREET SE | GRAND RAPIDS | MI | 59607 | NONE | 501(C)(3) | UNRESTRICTED | $7,500 | |
| BROADWAY YOUTH CENTER | ||||||||
| PO BOX 13500 | CHICAGO | IL | 60613 | NONE | 501(C)(3) | UNRESTRICTED | $6,500 | |
| BROOKE'S PLACE | ||||||||
| 8935 N MERIDIAN STREET | INDIANAPOLIS | IN | 46260 | NONE | 501(C)(3) | UNRESTRICTED | $7,500 | |
| BYRD BARR PLACE | ||||||||
| 7222 18TH AVENUE | SEATTLE | WA | 98122 | NONE | 501(C)(3) | UNRESTRICTED | $11,000 | |
| CASA OF ADAMS & BROOMFIELD COUNTIES | ||||||||
| 11860 PECOS STREET STE 2700 | WESTMINSTER | CO | 80234 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | |
| CASA OF LANE COUNTY | ||||||||
| 174 DEADMOND FERRY RD | EUGENE | OR | 97401 | NONE | 501(C)(3) | UNRESTRICTED | $5,000 | |
| CAT ADOPTION TEAM | ||||||||
| 14175 SW GALBREATH DR | SHERWOOD | OR | 97140 | NONE | 501(C)(3) | UNRESTRICTED | $500 | |
| CHICAGO COALITION FOR THE HOMELESS | ||||||||
| 70 EAST LAKE STREET STE 720 | CHICAGO | IL | 60601 | NONE | 501(C)(3) | UNRESTRICTED | $6,500 | |
| CHILDREN'S BUREAU | ||||||||
| 1575 DR MARTIN LUTHER KING JR | INDIANAPOLIS | IN | 46202 | NONE | 501(C)(3) | UNRESTRICTED | $25,000 | STREET |
| CHILDREN'S HOME OF NORTHERN KENTUCKY | ||||||||
| 200 HOME ROAD DEVOU PARK | COVINGTON | KY | 41011 | NONE | 501(C)(3) | UNRESTRICTED | $7,500 | |
| CLAKAMAS | ||||||||
| 365 WARNER MILNE ROAD STE 202 | OREGON CITY | OR | 97210 | NONE | 501(C)(3) | UNRESTRICTED | $7,500 | |
| CYSTIC FIBROSIS FOUNDATION | ||||||||
| 2701 NW VAUGHN STREET 203 | PORTLAND | OR | 97210 | NONE | 501(C)(3) | UNRESTRICTED | $7,500 | |
| DAYSPRING CENTER | ||||||||
| PO BOX 44105 | INDIANAPOLIS | IN | 46244 | NONE | 501(C)(3) | UNRESTRICTED | $23,750 | |
| DESC FUND DEVELOPMENT | ||||||||
| 515 THIRD AVENUE | SEATTLE | WA | 98104 | NONE | 501(C)(3) | UNRESTRICTED | $7,500 | |
| DUCKS UNLIMITED | ||||||||
| ONE WATERFOWL WAY | MEMPHIS | TN | 38120 | NONE | 501(C)(3) | UNRESTRICTED | $8,500 | |
| FAIR FIGHT | ||||||||
| 1270 CAROLINE STREET NE | ATLANTA | GA | 30307 | NONE | 501(C)(3) | UNRESTRICTED | $2,000 | |
| FEEDING NORTHLAND KIDS | ||||||||
| 8105 N COSBY AVENUE | KANSAS CITY | MO | 64151 | NONE | 501(C)(3) | UNRESTRICTED | $7,500 | |
| FIRST PLACE FAMILY CENTERST VINCENT DEPAUL | ||||||||
| 1995 AMAZON PARKWAY COURT | EUGENE | OR | 97405 | NONE | 501(C)(3) | UNRESTRICTED | $2,000 | |
| FLAT ROCK RIVER CAMP | ||||||||
| 6981 W COUNTY ROAD 650 N | ST PAUL | IN | 47272 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | |
| FREE STORE FOODBANK | ||||||||
| 112 E LIBERTY STREET | CINCINNATI | OH | 45202 | NONE | 501(C)(3) | UNRESTRICTED | $10,000 | |
| FRIENDS OF PARKVILLE ANIMAL SHELTER | ||||||||
| 1356 N STATE ROUTE 9 | KANSAS CITY | MO | 64152 | NONE | NONE | UNRESTRICTED | $4,500 | |
| GLEANERS FOOD BANK | ||||||||
| 3737 WALDEMERE AVENUE | INDIANAPOLIS | IN | 46241 | NONE | 501(C)(3) | UNRESTRICTED | $8,500 | |
| GREATER CHICAGO FOOD DEPOSITORY | ||||||||
| 4100 W ANN LURIE PLACE | CHICAGO | IL | 60632 | NONE | 501(C)(3) | UNRESTRICTED | $10,000 | |
| GREEN URBAN LUNCH BOX | ||||||||
| PO BOX 651098 | SALT LAKE CITY | UT | 84165 | NONE | 501(C)(3) | UNRESTRICTED | $18,500 | |
| GREENHILL HUMANE SOCIETY | ||||||||
| 88530 GREEN HILL DRIVE | EUGENE | OR | 97402 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | |
| GREGORY S FEHRIBACH CENTER | ||||||||
| 720 ESKENAZI AVENUE | INDIANAPOLIS | IN | 46202 | NONE | 501(C)(3) | UNRESTRICTED | $7,500 | |
| HANDS AGAINST HUNGER | ||||||||
| 2430 KEMPERER ROAD | SHARONVILLE | OH | 45240 | NONE | 501(C)(3) | UNRESTRICTED | $10,000 | |
| HERRON SCHOOL OF ART AND DESIGN | ||||||||
| 735 W NEW YORK ST | INDIANAPOLIS | IN | 46202 | NONE | 501(C)(3) | UNRESTRICTED | $7,500 | |
| HIGHLAND LATIN SCHOOL INDY | ||||||||
| PO BOX 4462 | CARMEL | IN | 46802 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | |
| HOMEWARD BOUND OF WNC | ||||||||
| PO BOX 1166 | ASHEVILLE | NC | 28802 | NONE | 501(C)(3) | UNRESTRICTED | $16,250 | |
| HUNTINGTON HARBOUR PHILHARMONIC | ||||||||
| 16889 ALGONQUIN ST | HUNTINGTON BEACH | CA | 96249 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | |
| INDIANAPOLIS ART CENTER | ||||||||
| 820 E 67TH ST | INDIANAPOLIS | IN | 46220 | NONE | 501(C)(3) | UNRESTRICTED | $7,500 | |
| INDY HUB FOUNDATION | ||||||||
| 705 E WALNUT STREET STE A | INDIANAPOLIS | IN | 46202 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | |
| JAMES ERWIN MIDDLE SCHOOL | ||||||||
| 5525 ASTROZON BLVD | COLORADO SPRINGS | CO | 80916 | NONE | 501(C)(3) | UNRESTRICTED | $7,500 | |
| JOSHUA'S PLACE | ||||||||
| 83 NORTH SECTION STREET | SOUTH LEBANON | OH | 45065 | NONE | 501(C)(3) | UNRESTRICTED | $10,000 | |
| JOY'S HOUSE | ||||||||
| 2028 BROAD RIPPLE AVENUE | INDIANAPOLIS | IN | 46220 | NONE | 501(C)(3) | UNRESTRICTED | $15,000 | |
| JUSTDONE | ||||||||
| 2115 S PARK STREET | MADISON | WI | 53713 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | |
| KANSAS CITY ZOO | ||||||||
| 6800 ZOO DRIVE | KANSAS CITY | MO | 64132 | NONE | 501(C)(3) | UNRESTRICTED | $7,500 | |
| K-LOVE | ||||||||
| PO BOX 2098 | OMAHA | NE | 68103 | NONE | 501(C)(3) | UNRESTRICTED | $250 | |
| LIFE INTERNATIONAL SHEEP CARE | ||||||||
| 527 WING POINT | COLDWATER | MI | 49306 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | |
| LIFE INTERNATIONAL WATER PROJECT | ||||||||
| 527 WING POINT | COLDWATER | MI | 49036 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | |
| LIGHTHOUSE MINISTRIES | ||||||||
| 401 E MCMILLAN STREET | CINCINNATI | OH | 45206 | NONE | 501(C)(3) | UNRESTRICTED | $10,000 | |
| MARA | ||||||||
| 4000 W 106TH STREET | CARMEL | IN | 46032 | NONE | 501(C)(3) | UNRESTRICTED | $7,500 | |
| MATTHEW 25 MINISTRIES | ||||||||
| 11060 KENWOOD ROAD | CINCINNATI | OH | 45242 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | |
| MIKADO TOWNSHIP FIRE DEPARTMENT | ||||||||
| 2226 S F-41 PO BOX 55 | MIKADO | MI | 48745 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | |
| MISSION AVIATION FELLOWSHIP | ||||||||
| 112 N PILATUS LANE | NAMPA | ID | 83687 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | |
| MOODY BIBLE INSTITUTE | ||||||||
| 820 N LASALLE BLVD | CHICAGO | IL | 60610 | NONE | NONE | UNRESTRICTED | $250 | |
| MOODY CENTER | ||||||||
| 206 MAIN ST | NORTHFIELD | MA | 01360 | NONE | 501(C)(3) | UNRESTRICTED | $250 | |
| MOSES | ||||||||
| PO BOX 7031 | MADISON | WI | 53707 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | |
| MOUNTAIN COMMUNITY HOSPITAL | ||||||||
| 29101 HOSPITAL ROAD | LAKE ARROWHEAD | CA | 92352 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | |
| NO RAIN NO RAINBOWS | ||||||||
| 2340 EAST CROSBY ROAD | MOORESVILLE | IN | 46158 | NONE | 501(C)(3) | UNRESTRICTED | $17,500 | |
| OHIO WILDERNESS BOYS CAMP | ||||||||
| 44641 ZERGER QUARRY ROAD | SUMMERFIELD | OH | 43788 | NONE | 501(C)(3) | UNRESTRICTED | $500 | |
| OPHELIA'S PLACE | ||||||||
| 1577 PEARL ST STE 100 | EUGENE | OR | 97401 | NONE | 501(C)(3) | UNRESTRICTED | $10,000 | |
| ORCHARD SCHOOL | ||||||||
| 615 W 64TH STREET | INDIANAPOLIS | IN | 46260 | NONE | 501(C)(3) | UNRESTRICTED | $7,500 | |
| OUTSIDE IN | ||||||||
| 1132 S W 13TH AVENUE | PORTLAND | OR | 97205 | NONE | 501(C)(3) | UNRESTRICTED | $9,500 | |
| PATACHOU FOUNDATION | ||||||||
| 4565 MARCY LANE | INDIANAPOLIS | IN | 46205 | NONE | 501(C)(3) | UNRESTRICTED | $8,500 | |
| PATHWAY TO RECOVERY | ||||||||
| 2135 N ALABAMA STREET | INDIANAPOLIS | IN | 46202 | NONE | 501(C)(3) | UNRESTRICTED | $20,000 | |
| PAWS & THINK | ||||||||
| 1346 DELAWARE STREET | INDIANAPOLIS | IN | 46202 | NONE | 501(C)(3) | UNRESTRICTED | $20,000 | |
| PORCHLIGHT INC | ||||||||
| 306 NORTH BROOKS STREET | MADISON | WI | 53715 | NONE | 501(C)(3) | UNRESTRICTED | $6,500 | |
| PROVIDENCE WILDLIFE REHABILITATION | ||||||||
| PO BOX 40491 | INDIANAPOLIS | IN | 46240 | NONE | 501(C)(3) | UNRESTRICTED | $4,000 | |
| PURDUE FOUNDATION | ||||||||
| 403 WEST WOOD STREET | LAFAYETTE | IN | 47907 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | |
| RAINER SCHOLARS | ||||||||
| 2100 24TH AVENUE S SUITE 200 | SEATTLE | WA | 98144 | NONE | 501(C)(3) | UNRESTRICTED | $7,500 | |
| REMOTE AREA MEDICAL | ||||||||
| 2200 STOCK CREEK BOULEVARD | ROCKFORD | TN | 37853 | NONE | 501(C)(3) | UNRESTRICTED | $2,000 | |
| SAME AS U | ||||||||
| 14685 N 10TH STREET | INDIANAPOLIS | IN | 46060 | NONE | 501(C)(3) | UNRESTRICTED | $7,500 | |
| SECOND HARVEST FOOD BANK | ||||||||
| 2802 DAIRY DRIVE | MADISON | WI | 53718 | NONE | 501(C)(3) | UNRESTRICTED | $5,000 | |
| SECOND HELPINGS | ||||||||
| 1121 SOUTHEASTERN AVENUE | INDIANAPOLIS | IN | 46205 | NONE | 501(C)(3) | UNRESTRICTED | $7,500 | |
| SHELTERING WINGS CENTER FOR WOMEN | ||||||||
| PO BOX 92 | DANVILLE | IN | 46122 | NONE | 501(C)(3) | UNRESTRICTED | $7,500 | |
| SIDEKICK FOUNDATION | ||||||||
| 40000 W 106TH STREET SUITE 125-238 | CARMEL | IN | 46032 | NONE | 501(C)(3) | UNRESTRICTED | $8,500 | |
| STRIDES FOR SUCCESS | ||||||||
| 1350 TERRY DRIVE | PLAINFIELD | IN | 46168 | NONE | 501(C)(3) | UNRESTRICTED | $22,500 | |
| SYNERGY SERVICES | ||||||||
| 1350 TERRY DRIVE | PLAINFIELD | IN | 46168 | NONE | 501(C)(3) | UNRESTRICTED | $7,500 | |
| TEAM WORLD VISION | ||||||||
| PO BOX 9716 | FEDERAL WAY | WA | 98063 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | |
| THE NIGHT MINISTRY | ||||||||
| 17358 NORTH ASHLAND AVENUE STE 2000 | CHICAGO | IL | 60622 | NONE | 501(C)(3) | UNRESTRICTED | $6,500 | |
| THE SQUAREUPRISING MINISTRY | ||||||||
| 981 POWDER SPRINGS STREET SE | SMYRNA | GA | 30080 | NONE | 501(C)(3) | UNRESTRICTED | $2,000 | |
| THE VILLAGES | ||||||||
| 3833 NORTH MERIDIAN STREET | INDIANAPOLIS | IN | 46208 | NONE | 501(C)(3) | UNRESTRICTED | $8,500 | |
| TIKKUN INTERNATIONAL | ||||||||
| 206 E 4TH STREET | FREDRICK | MD | 21701 | NONE | 501(C)(3) | UNRESTRICTED | $250 | |
| TREEHOUSE | ||||||||
| 2100 24TH AVENUE S SUITE 200 | SEATTLE | WA | 98144 | NONE | 501(C)(3) | UNRESTRICTED | $7,500 | |
| WAGS INN | ||||||||
| 3190 CORTSVILLE ROAD | SOUTH CHARLESTON | OH | 45368 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | |
| WAVE FOUNDATION | ||||||||
| ONE AQUARIUM WAY | NEWPORT | KY | 41701 | NONE | 501(C)(3) | UNRESTRICTED | $20,000 | |
| WHITE BIRD CLINIC | ||||||||
| 341 E 13TH AVENUE | EUGENE | OR | 97401 | NONE | 501(C)(3) | UNRESTRICTED | $10,000 | |
| WHITE OAK CONSERVATION FOUNDATION | ||||||||
| 581705 WHITE OAK ROAD | YULEE | FL | 32097 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | |
| WITH INC | ||||||||
| 122 W GLENWOOD AVENUE | KNOXVILLE | TN | 37917 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | |
| WITNESS FOR INNOCENCE | ||||||||
| 1501 CHERRY STREET | PHILADELPHIA | PA | 19102 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 | |
| YEPP | ||||||||
| 835 W ADDISON STREET | CHICAGO | IL | 60613 | NONE | 501(C)(3) | UNRESTRICTED | $7,500 | |
| YOUNG LIFE | ||||||||
| 136 S 9TH STREET | NOBLESVILLE | IN | 46060 | NONE | 501(C)(3) | UNRESTRICTED | $3,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $594,500 | 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 | $8,854 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $72,200 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $81,054 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $81,054 | 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 | $674,000 | 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 | $1,049 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,049 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD HIGH YIELD CORPORATE FUND | $38,557 | $36,117 |
| VANGUARD LONG-TERM BOND INDEX FUND | $36,185 | $51,660 |
| VANGUARD SHORT-TERM CORPORATE FUND | $41,765 | $42,591 |
| INTER-TERM INVEST-GR ADM | $77,486 | $80,934 |
| SHORT-TERM BOND INDEX FUND ADM | $36,121 | $38,713 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD STRATEGIC EQUITY FUND | $35,430 | $82,022 |
| TOTAL INTL STOCK IX ADMIRAL | $44,280 | $77,033 |
| TOTAL STOCK MKT IDX ADM | $57,062 | $227,610 |
| WINDSOR II FUND ADM | $86,678 | $149,261 |
| VANGUARD US GROWTH FUND ADMIRAL | $57,655 | $155,730 |
| EXPLORER FUND ADMIRAL | $27,418 | $54,317 |
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 | $600,443 | $600,443 |
| FEDERAL MONEY MARKET FUND | AT COST | $75,062 | $75,062 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSE | Desc |
| Revenue And Expenses Per Books | $1,000 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $21,771 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $21,771 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX | $139 | $139 | $0 | $0 |
| FEDERAL TAX | $656 | $0 | $0 | $656 |
Comments