J E FEHSENFELD FAMILY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- J E FEHSENFELD FAMILY FOUNDATION INC (EIN 35-2091086)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-07-12
- IRS object ID
- 202101939349100020
- Schema version
- 2020v4.1
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-07-12T12:25:27-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-07-12 | 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 | 2020 | 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 | $1,538,369 | 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 | $658,624 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $10,030 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10,030 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $10,030 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $36,178 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,178 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $36,178 | DividendsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $704,832 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $46,208 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $46,208 | 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 | $3,115 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,115 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,117 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $1,117 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,756 | 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 | $4,059 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,047 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,232 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $645,124 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $645,124 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $662,171 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $652,356 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $42,661 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $46,208 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $46,208 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $24,684 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $837 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $837 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $308,523 | CorporateStockBOYAmt |
| Corporate Stock EOY | $308,523 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $670,207 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $230,114 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $230,114 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $259,634 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $541,183 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $607,691 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $607,691 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,104,504 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,147,165 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,538,369 | 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 | $724,504 | RetainedEarningBOYAmt |
| Retained Earning EOY | $767,165 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,104,504 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,147,165 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,104,504 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,147,165 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,104,504 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $42,661 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,147,165 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,147,165 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $642 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $642 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $642 | 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 | $14 | EsPenaltyAmt |
| Tax Due | $656 | 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) |
|---|---|---|
| Tax Exempt Interest | $0 | TaxExemptInterestAmt |
| 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 | $830,898 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $58,583 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $889,481 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $889,481 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,342 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $876,139 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $43,807 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $43,807 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $642 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $642 | TotalTaxAmt |
| Distributable Before Adj | $43,165 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $43,165 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $43,165 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $652,356 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $652,356 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $652,356 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $43,165 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $719,513 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $660,566 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $561,421 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $487,098 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $469,243 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,897,841 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $652,356 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $43,165 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $609,191 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,507,032 | 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 | $719,513 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,787,519 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $660,566 | ExcessFromYear4Amt |
| Excess From Year3 | $561,421 | ExcessFromYear3Amt |
| Excess From Year2 | $487,098 | ExcessFromYear2Amt |
| Excess From Year1 | $469,243 | ExcessFromYear1Amt |
| Excess From Current Year | $609,191 | 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 (90 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 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 | $8,000 |
| ASK DR BROWN MINISTRIES | |||||||
| PO BOX 5546 | CONCORD | NC | 28027 | NONE | 501(C)(3) | UNRESTRICTED | $250 |
| BASEBALL HAVEN | |||||||
| 350 SILLS ROAD | YAPHANK | NY | 11980 | NONE | 501(C)(3) | UNRESTRICTED | $500 |
| BAXTER COMMUNITY CENTER | |||||||
| 935 BAXTER STREET SE | GRAND RAPIDS | MI | 59607 | NONE | 501(C)(3) | UNRESTRICTED | $7,500 |
| BELOVED ASHEVILLE | |||||||
| 33 EOLA AVENUE | ASHEVILLE | NC | 28806 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 |
| BMHA | |||||||
| 900 EAST FAYETTE STREET | BALTIMORE | MD | 21203 | NONE | 501(C)(3) | UNRESTRICTED | $25,000 |
| BROOKE'S PLACE | |||||||
| 8935 N MERIDIAN STREET | INDIANAPOLIS | IN | 46260 | NONE | 501(C)(3) | UNRESTRICTED | $24,500 |
| CAMP JABBERWOCKY | |||||||
| 200 GREENWOOD AVENUE | VINEYARD HAVEN | MA | 02568 | NONE | 501(C)(3) | UNRESTRICTED | $2,000 |
| CARE & SHARE INC | |||||||
| 100 GREENHORN DRIVE | PUEBLO | CO | 81004 | NONE | 501(C)(3) | UNRESTRICTED | $15,000 |
| CARMEL YOUTH ASSISTNACE PROGRAM | |||||||
| 515 EAST MAIN STREET SUITE 127 | CARMEL | IN | 46032 | NONE | 501(C)(3) | UNRESTRICTED | $15,000 |
| CASA OF LANE COUNTY | |||||||
| 174 DEADMOND FERRY RD | EUGENE | OR | 97401 | NONE | 501(C)(3) | UNRESTRICTED | $5,000 |
| CASAS PRO CRISTO | |||||||
| 7201 N LOOP DRIVE | EL PASO | TX | 79915 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 |
| CENTER FOR COMMON GROUND | |||||||
| 18459 PATRIOT LANE | RUTHER GLEN | VA | 22546 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 |
| CHICAGO COMMUNITY BOND FUND | |||||||
| 601 S CALIFORNIA | CHICAGO | IL | 60612 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 |
| CHILDREN'S HOME OF NORTHERN KENTUCKY | |||||||
| 200 HOME ROAD DEVOU PARK | COVINGTON | KY | 41011 | NONE | 501(C)(3) | UNRESTRICTED | $28,500 |
| COMMUNITY LENDING WORKS | |||||||
| SUITE 1875 | SPRINGFIELD | OR | 97477 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 |
| CONCRETE JUNGLE | |||||||
| 124 ESTORIA STREET | ATLANTA | GA | 30316 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 |
| 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 | $10,000 |
| DUCKS UNLIMITED | |||||||
| ONE WATERFOWL WAY | MEMPHIS | TN | 38120 | NONE | 501(C)(3) | UNRESTRICTED | $10,500 |
| FARE START SEATTLE | |||||||
| 399 FAIRVIEW AVENUE N | SEATTLE | WA | 98109 | NONE | 501(C)(3) | UNRESTRICTED | $8,312 |
| FEEDING AMERICA WEST MICHIGAN | |||||||
| 864 WEST RIVER CENTER DRIVE | COMSTOCK PARK | MI | 49321 | 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 | $8,500 |
| FREE STORE FOODBANK | |||||||
| 112 E LIBERTY STREET | CINCINNATI | OH | 45202 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 |
| GIVE POWER | |||||||
| 415 EAST ST ELMO SUITE 1-F1 | AUSTIN | TX | 78745 | NONE | 501(C)(3) | UNRESTRICTED | $1,500 |
| GLEANERS FOOD BANK | |||||||
| 3737 WALDEMERE AVENUE | INDIANAPOLIS | IN | 46241 | NONE | 501(C)(3) | UNRESTRICTED | $3,000 |
| GOES GLOBAL | |||||||
| 2845 TRAVIS AVENUE | FORT WORTH | TX | 76110 | NONE | 501(C)(3) | UNRESTRICTED | $10,000 |
| GREENHILL HUMANE SOCIETY | |||||||
| 88530 GREEN HILL DRIVE | EUGENE | OR | 97402 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 |
| GULB | |||||||
| 340 E 400 S | SALT LAKE CITY | UT | 84111 | NONE | 501(C)(3) | UNRESTRICTED | $18,500 |
| 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 |
| HUNTINGTON HARBOUR PHILHARMONIC | |||||||
| 16889 ALGONQUIN ST | HUNTINGTON BEACH | CA | 96249 | NONE | 501(C)(3) | UNRESTRICTED | $250 |
| I AM ALS | |||||||
| 1200 PENNSYLVANIA AVENUE NW 14135 | WASHINGTON | DC | 20044 | NONE | 501(C)(3) | UNRESTRICTED | $500 |
| 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 |
| INDY HUMANE SOCIETY | |||||||
| 7929 N MICHIGAN RD | INDIANAPOLIS | IN | 46208 | NONE | 501(C)(3) | UNRESTRICTED | $7,500 |
| INTERNATIONAL RESCUE | |||||||
| 221 SOUTH 400 WEST | SALT LAKE CITY | UT | 84110 | NONE | 501(C)(3) | UNRESTRICTED | $12,000 |
| JUDI'S HOUSE | |||||||
| 1741 GAYLORD STREET | DENVER | CO | 80206 | NONE | 501(C)(3) | UNRESTRICTED | $15,000 |
| KANSAS CITY ZOO | |||||||
| 6800 ZOO DRIVE | KANSAS CITY | MO | 64132 | NONE | 501(C)(3) | UNRESTRICTED | $2,500 |
| KELLY YOUTH SERVICES | |||||||
| 800 COMPTON ROAD UNIT 11 | CINCINNATI | OH | 45231 | NONE | 501(C)(3) | UNRESTRICTED | $7,000 |
| KIND | |||||||
| 1201 THIRD AVENUE SUITE 4900 | SEATTLE | WA | 98101 | NONE | 501(C)(3) | UNRESTRICTED | $10,000 |
| KIPP FOUNDATION | |||||||
| 135 MAIN STREET | SAN FRANCISCO | CA | 94105 | NONE | 501(C)(3) | UNRESTRICTED | $750 |
| LIGHTHOUSE MINISTRIES | |||||||
| 401 E MCMILLAN STREET | CINCINNATI | OH | 45206 | NONE | 501(C)(3) | UNRESTRICTED | $10,000 |
| LOVELAND | |||||||
| 367 NORTH MONTGOMERY STREET | NEWBURGH | NY | 12550 | NONE | 501(C)(3) | UNRESTRICTED | $25,000 |
| MAA TRUST | |||||||
| 40000 W 106TH STREET SUITE 125-238 | CARMEL | IN | 46032 | NONE | 501(C)(3) | UNRESTRICTED | $7,500 |
| MAN IN MIRROR | |||||||
| 1375 STATE ROAD 436 | CASSELBERRY | FL | 32707 | NONE | 501(C)(3) | UNRESTRICTED | $250 |
| MANNA FOOD BANK | |||||||
| 627 SWANNANOA RIVER ROAD | ASHEVILLE | NC | 28805 | NONE | 501(C)(3) | UNRESTRICTED | $33,500 |
| MARSHALL B KETCHUM UNIVERSITY | |||||||
| 2275 YORBA LINDA BOULEVARD | FULLERTON | CA | 92837 | NONE | 501(C)(3) | UNRESTRICTED | $7,500 |
| MATTHEW 25 MINISTRIES | |||||||
| 11060 KENWOOD ROAD | CINCINNATI | OH | 45242 | NONE | 501(C)(3) | UNRESTRICTED | $500 |
| MERCY SHIPS | |||||||
| PO BOX 2020 | LINDALE | TX | 75771 | NONE | 501(C)(3) | UNRESTRICTED | $7,500 |
| MIKADO TOWNSHIP FIRE DEPARTMENT | |||||||
| 2226 S F-41 PO BOX 55 | MIKADO | MI | 48745 | NONE | 501(C)(3) | UNRESTRICTED | $7,500 |
| MINDPEACE | |||||||
| 141 HERSCHEL AVENUE | CINCINNATI | OH | 45209 | NONE | 501(C)(3) | UNRESTRICTED | $10,000 |
| MOODY CENTER | |||||||
| 206 MAIN ST | NORTHFIELD | MA | 01360 | NONE | 501(C)(3) | UNRESTRICTED | $250 |
| NATIONAL ASSOCIATION OF SCHOLARS | |||||||
| 12 E 46TH STREET FLOOR 6 | NEW YORK | NY | 10017 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 |
| NEWFIELDS | |||||||
| 4000 MICHIGAN RD | INDIANAPOLIS | IN | 46208 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 |
| OHIO WILDERNESS BOYS CAMP | |||||||
| 44641 ZERGER QUARRY ROAD | SUMMERFIELD | OH | 43788 | NONE | 501(C)(3) | UNRESTRICTED | $500 |
| ONE FOR ISRAEL | |||||||
| 1200 GLADE ROAD | COLLEYVILLE | TX | 76034 | NONE | 501(C)(3) | UNRESTRICTED | $250 |
| OPHELIA'S PLACE | |||||||
| 1577 PEARL ST STE 100 | EUGENE | OR | 97401 | NONE | 501(C)(3) | UNRESTRICTED | $10,000 |
| ORANGEWOOD FOUNDATION | |||||||
| 1575 E 17TH STREET | SANTA ANA | CA | 94105 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 |
| PACIFIC PUG RESCUE | |||||||
| 2850 SW CEDAR HILLS BOULEVARD | BEAVERTON | OR | 97005 | NONE | 501(C)(3) | UNRESTRICTED | $6,000 |
| PAMS ENDOWMENT | |||||||
| 3009 TOREADOR DR NE | ALBUQUERQUE | NM | 87111 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 |
| PATACHOU FOUNDATION | |||||||
| 4565 MARCY LANE | INDIANAPOLIS | IN | 46205 | NONE | 501(C)(3) | UNRESTRICTED | $26,000 |
| PAWS & THINK | |||||||
| 1346 DELAWARE STREET | INDIANAPOLIS | IN | 46202 | NONE | 501(C)(3) | UNRESTRICTED | $20,000 |
| PIGSAH LEGAL SERVICES | |||||||
| PO BOX 2276 | ASHEVILLE | NC | 28802 | NONE | 501(C)(3) | UNRESTRICTED | $2,000 |
| PIKES PLACE | |||||||
| 3 PIKE STREET 310 | SEATTLE | WA | 98101 | NONE | 501(C)(3) | UNRESTRICTED | $8,312 |
| 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 |
| RACIAL JUSTICE COALITION ASHEVILLE | |||||||
| N/A | ASHEVILLE | NC | 28801 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 |
| RANDOM ACTS OF FLOWERS INDY | |||||||
| 1057 E 54TH STREET SUITE F | INDIANAPOLIS | IN | 46220 | NONE | 501(C)(3) | UNRESTRICTED | $7,500 |
| SAMARITANS PURSE | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 |
| SEATTLE FOUNDATION | |||||||
| 1601 5TH AVE STE 1900 | SEATTLE | WA | 98101 | NONE | 501(C)(3) | UNRESTRICTED | $5,500 |
| SECOND HARVEST FOOD BANK | |||||||
| 2802 DAIRY DRIVE | MADISON | WI | 53718 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 |
| SECOND HELPINGS | |||||||
| 1121 SOUTHEASTERN AVENUE | INDIANAPOLIS | IN | 46205 | NONE | 501(C)(3) | UNRESTRICTED | $49,000 |
| SHEEP'S GATE | |||||||
| LIFE INC 527 WING POINT | COLDWATER | MI | 49036 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 |
| 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 |
| SLC AIR PROTECTORS | |||||||
| 7768 MOUNTAIN ESTATES DRIVE | COTTONWOOD HEIGHTS | UT | 84121 | NONE | 501(C)(3) | UNRESTRICTED | $10,000 |
| STRIDES FOR SUCCESS | |||||||
| 1350 TERRY DRIVE | PLAINFIELD | IN | 46168 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 |
| THE VILLAGES | |||||||
| 3833 NORTH MERIDIAN STREET | INDIANAPOLIS | IN | 46208 | NONE | 501(C)(3) | UNRESTRICTED | $22,500 |
| THE WOMAN'S FUND | |||||||
| 615 ALAMBAMA STREET SUITE 300 | INDIANAPOLIS | IN | 46204 | NONE | 501(C)(3) | UNRESTRICTED | $2,000 |
| TOGETHER RISING | |||||||
| 800 WEST BROAD STREET 6409 | FALLS CHURCH | VA | 22040 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 |
| TREEHOUSE | |||||||
| 2100 24TH AVENUE S SUITE 200 | SEATTLE | WA | 98144 | NONE | 501(C)(3) | UNRESTRICTED | $7,500 |
| UPADOWNA | |||||||
| 335 MANITOU AVENUE 5 | MANITOU SPRINGS | CO | 80829 | NONE | 501(C)(3) | UNRESTRICTED | $10,000 |
| WAGS INN | |||||||
| 3190 CORTSVILLE ROAD | SOUTH CHARLESTON | OH | 45368 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 |
| WATER PROJECT | |||||||
| LIFE INC 527 WING POINT | COLDWATER | MI | 49036 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 |
| WHITE BIRD CLINIC | |||||||
| 341 E 13TH AVENUE | EUGENE | OR | 97401 | NONE | 501(C)(3) | UNRESTRICTED | $10,000 |
| WNC NATURE CENTER | |||||||
| 75 GASHES CREEK ROAD | ASHEVILLE | NC | 28805 | NONE | 501(C)(3) | UNRESTRICTED | $500 |
| WORLD CENTRAL KITCHEN | |||||||
| 6555 NEW YORK AVE NW 6TH FLOOR | WASHINGTON | DC | 20001 | NONE | 501(C)(3) | UNRESTRICTED | $1,000 |
| YEPP | |||||||
| 835 W ADDISON STREET | CHICAGO | IL | 60613 | NONE | 501(C)(3) | UNRESTRICTED | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $645,124 | 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 | $10,030 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,178 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $46,208 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $46,208 | 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 | $658,624 | 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 | $3,115 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,115 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD HIGH YIELD CORPORATE FUND | $38,557 | $36,299 |
| VANGUARD LONG-TERM BOND INDEX FUND | $36,185 | $54,891 |
| VANGUARD SHORT-TERM CORPORATE FUND | $41,765 | $43,619 |
| INTER-TERM INVEST-GR ADM | $77,486 | $85,164 |
| SHORT-TERM BOND INDEX FUND ADM | $36,121 | $39,661 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD STRATEGIC EQUITY FUND | $35,430 | $76,649 |
| VANGUARD EXPLORER FUND | $27,418 | $54,658 |
| TOTAL INTL STOCK IX ADMIRAL | $44,280 | $73,114 |
| TOTAL STOCK MKT IDX ADM | $57,062 | $183,428 |
| WINDSOR II FUND ADM | $86,678 | $125,232 |
| VANGUARD US GROWTH FUND ADMIRAL | $57,655 | $157,126 |
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 | $568,513 | $568,513 |
| FEDERAL MONEY MARKET FUND | AT COST | $39,178 | $39,178 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSE | Desc |
| Revenue And Expenses Per Books | $4,059 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $3,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,000 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX | CategoryTxt |
| Amt | $1,117 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,117 | DisbursementsCharitablePrpsAmt |
Comments