COMMUNITY FOUNDATION OF ST JOSEPH COUNTY INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY FOUNDATION OF ST JOSEPH COUNTY INC (EIN 23-7365930)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2021-10-01
- IRS object ID
- 202122749349301552
- Schema version
- 2020v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-01T14:01:02-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 West Wacker Drive Suite 2600 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606061224 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237365930 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Community Foundation of St Joseph County Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMM | BusinessNameControlTxt |
| Phone | 5742320041 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 W Jefferson Blvd Ste 610 | AddressLine1Txt |
| City | South Bend | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Anita Echevarria | PersonNm |
| Person Title | VP Administration | PersonTitleTxt |
| Signature | 2021-10-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Anita | PersonFirstNm |
| Person Last | Echevarria | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jennifer Burke | PreparerPersonNm |
| PTIN | P01342224 | PTIN |
| Phone | 3128997000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANITA ECHEVARRIA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 W Jefferson Blvd Ste 610 | AddressLine1Txt |
| City | South Bend | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $63,071,648 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.cfsjc.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1974 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | To improve the quality of life for the citizens of St. Joseph County and their succeeding generations. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 13 | TotalEmployeeCnt |
| Total Volunteers | 53 | TotalVolunteersCnt |
| Total Gross UBI | $21,500 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $21,500 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $8,096,627 | PYContributionsGrantsAmt |
| CY Contributions Grants | $39,035,445 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $11,755,466 | PYInvestmentIncomeAmt |
| CY Investment Income | $16,003,185 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $19,852,093 | PYTotalRevenueAmt |
| CY Total Revenue | $55,038,630 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $7,305,116 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $8,585,915 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,091,593 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,167,961 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $193,340 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,138,063 | PYOtherExpensesAmt |
| CY Other Expenses | $1,077,071 | CYOtherExpensesAmt |
| PY Total Expenses | $9,534,772 | PYTotalExpensesAmt |
| CY Total Expenses | $10,830,947 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $10,317,321 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $44,207,683 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $197,616,853 | TotalAssetsBOYAmt |
| Total Assets EOY | $279,071,314 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $13,399,071 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,770,065 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $184,217,782 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $274,301,249 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | To improve the quality of life for citizens of St. Joseph County and their succeeding generations. The Community Foundation of St. Joseph County works with local donors to connect people who care with causes that matter, building endowment to strengthen and support our community long into the future. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $4,193,266 | ExpenseAmt |
| Grant | $3,939,378 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | This year, our largest area of programming Youth and Education. Over the past year, the Community Foundation has been working hard on our recently developed 21st Century Scholar Success Initiative-a far-reaching partnership that includes school corporation superintendents and higher education chancellors, social service providers, and workforce and economic development organizations, all working together to support our county's current and future 21st Century Scholars. We've maintained our investment in early childhood education, providing HighScope training, mentoring, and materials to hundreds of local teachers in our Head Start program and dozens of other early childhood education centers. In partnership with the South Bend Community School Corporation, we continue to provide training for elementary school teachers in the nationally recognized Responsive Classroom program. And we sponsor Dolly Parton's Imagination Library program in our community, with more than 300,000 free, beautiful new books mailed to child under five in St. Joseph County to date. In addition, we increased our funding to support summer learning opportunities for local students who fell behind during the COVID-19 shutdowns. We hold more than 65 scholarship funds-many of which honor the memory of loved ones and community leaders, turning grief into tribute-that assist low-income students, provide valued-added internship opportunities, or train medical professionals, teachers, or engineers. Through the $3.9 million we invested in this area, we hope to build a stronger future for our community by ensuring that its youngest members receive the support they need to grow into informed, involved, active citizens. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,172,305 | ExpenseAmt |
| Grant | $2,980,233 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | The Community Foundation of St. Joseph County's second largest program area was Health and Human Services. The COVID-19 crisis affected our area social service agencies, as both the need for services increased and staff members were often limited by quarantines, health concerns for staff, and other related issues. Our grant funding supported organizations that address food insecurity, such as the Food Bank of Northern Indiana, which organized weekly pop-up food distribution points through the community, and Cultivate Culinary Rescue, which serves as a connecting point between organizations with potential food waste and the social service agencies with the ability to put that food to good use. Grant funding also supported the United Way of St. Joseph County, which is building a much-needed, new community center on South Bend's south side, and La Casa de Amistad, which provides a wide array of services for Latino individuals and families including immigration counseling and support, employment assistance, childcare and after-school programming, and other efforts, and dozens of other organizations that, through their good work, make our community a better place to live. This year, we awarded more than $3 million to support our local social service agencies. We know that our community is only as strong as its individual components, and through these efforts, we hope to help the most vulnerable among us be safe, healthy, and well served. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,200,012 | ExpenseAmt |
| Grant | $1,127,356 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | The Arts makes up our third largest area. We believe that the arts have the power to bring people together, helping all of us to develop appreciation and respect for the diversity and beauty of the human experience. The past year has been particularly difficult for our arts organizations, as most-unable to perform because of COVID restrictions-saw their revenue streams dry up overnight. Our grants provided much needed support to many of the community's arts and culture organizations, including the Studebaker National Museum, the South Bend Symphony Orchestra, South Bend Civic Theatre, Southold Dance Theater, the Fischoff National Chamber Music Association, and the South Bend Museum of Art. In addition to performances and exhibits, many of these organizations offer strong education programs, working within the local schools and also offering in-person classes for children and adults. In total, we awarded more than $1.1 million in support of the arts, showing our commitment to the tremendous creative talent of our community. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $573,683 | ExpenseAmt |
| Grant | $538,948 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Other program services - Community Development, Parks, Religious | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $573,683 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $538,948 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $9,139,266 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 27 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 13 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Anita Echevarria | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5742320041 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 W Jefferson Blvd Ste 610 | AddressLine1Txt |
| City | South Bend | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46601 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| Hon Roland Chamblee Jr | ||||||
| Secretary | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Mr Brad Beutter | ||||||
| Past Chair | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Mrs Greta Roemer Lewis | ||||||
| Chair | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Mrs Katie Anthony | ||||||
| Vice Chair | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Mrs Marion Fulce | ||||||
| Treasurer | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Dr Gail English | ||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Hon Cristal Brisco | ||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Mr Brian Stanley | ||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Mr Curtis Bethel Jr | ||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Mr David Kibbe JD | ||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Mr James Sawdon | ||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Mr John Firth | ||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Mr Kyle Chamberlin | ||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Mr Matthew Kahn | ||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Mr Richard Hill | ||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Mr Shannon Cullinan | ||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Mr Timothy Sexton | ||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Mr Warren Outlaw | ||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Mrs Amy Kuhar Mauro | ||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Mrs Donna Lamberti | ||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Mrs Katie Toothaker | ||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Mrs Lauri Miro | ||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Mrs Linda Doshi | ||||||
| Director | 1.0 | Yes (X) | $0 | $0 | $0 | |
| Mrs Rose Meissner | ||||||
| President/CEO | 50.0 | Yes (X) | $238,604 | $0 | $37,888 | |
| Ms Anita Echevarria | ||||||
| Vice President Administration | 45.0 | Yes (X) | $102,756 | $0 | $31,866 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $341,360 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $69,754 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $91,022 | RelatedOrganizationsAmt |
| Government Grants | $22,361 | GovernmentGrantsAmt |
| All Other Contributions | $38,922,062 | AllOtherContributionsAmt |
| Noncash Contributions | $1,672,642 | NoncashContributionsAmt |
| Total Contributions | $39,035,445 | TotalContributionsAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,871,050 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $21,500 | UnrelatedBusinessRevenueAmt |
| Exclusion | $14,849,550 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,165,153 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,033,018 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,132,135 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,132,135 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,132,135 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $55,038,630 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $21,500 | UnrelatedBusinessRevenueAmt |
| Exclusion | $15,981,685 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,239,284 | TotalAmt |
| Program Services | $8,239,284 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $346,631 | TotalAmt |
| Program Services | $346,631 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $365,700 | TotalAmt |
| Program Services | $79,464 | ProgramServicesAmt |
| Management And General | $204,364 | ManagementAndGeneralAmt |
| Fundraising | $81,872 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $546,969 | TotalAmt |
| Program Services | $326,184 | ProgramServicesAmt |
| Management And General | $154,485 | ManagementAndGeneralAmt |
| Fundraising | $66,300 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,483 | TotalAmt |
| Program Services | $40,988 | ProgramServicesAmt |
| Management And General | $32,956 | ManagementAndGeneralAmt |
| Fundraising | $16,539 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,100 | TotalAmt |
| Program Services | $41,985 | ProgramServicesAmt |
| Management And General | $51,886 | ManagementAndGeneralAmt |
| Fundraising | $11,229 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,709 | TotalAmt |
| Program Services | $31,278 | ProgramServicesAmt |
| Management And General | $21,448 | ManagementAndGeneralAmt |
| Fundraising | $6,983 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,500 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $27,500 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,830 | TotalAmt |
| Program Services | $5,714 | ProgramServicesAmt |
| Management And General | $4,519 | ManagementAndGeneralAmt |
| Fundraising | $1,597 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,068 | TotalAmt |
| Program Services | $22,734 | ProgramServicesAmt |
| Management And General | $17,980 | ManagementAndGeneralAmt |
| Fundraising | $6,354 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,619 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $10,619 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,442 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $72,442 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,370 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $77,370 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,633 | TotalAmt |
| Program Services | $5,004 | ProgramServicesAmt |
| Management And General | $6,163 | ManagementAndGeneralAmt |
| Fundraising | $2,466 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,752 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $5,752 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Bank & investment fees | $710,934 | $0 | $710,934 | $0 |
| Dues & subscriptions | $17,875 | $0 | $17,875 | $0 |
| Life income agreements | -$2,506 | $0 | -$2,506 | $0 |
| Miscellaneous | $84,554 | $0 | $84,554 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,830,947 | TotalAmt |
| Program Services | $9,139,266 | ProgramServicesAmt |
| Management And General | $1,498,341 | ManagementAndGeneralAmt |
| Fundraising | $193,340 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,325,168 | BOYAmt |
| EOY | $12,295,079 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,429,532 | BOYAmt |
| EOY | $3,115,015 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,233 | BOYAmt |
| EOY | $1,556 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,263,874 | BOYAmt |
| EOY | $221,320,595 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,597,046 | BOYAmt |
| EOY | $42,339,069 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $197,616,853 | BOYAmt |
| EOY | $279,071,314 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,637 | BOYAmt |
| EOY | $8,740 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,583,810 | BOYAmt |
| EOY | $3,760,515 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $145,300 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,661,324 | BOYAmt |
| EOY | $1,000,810 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,399,071 | BOYAmt |
| EOY | $4,770,065 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $179,788,250 | BOYAmt |
| EOY | $271,186,234 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,429,532 | BOYAmt |
| EOY | $3,115,015 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $184,217,782 | BOYAmt |
| EOY | $274,301,249 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $197,616,853 | BOYAmt |
| EOY | $279,071,314 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $44,207,683 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $45,875,784 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Community Trust | Yes (X) | CommunityTrustInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,512,532 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,889,929 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,954,009 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,096,600 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,171,664 | CurrentTaxYearAmt |
| Total | $37,624,734 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,512,532 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,889,929 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,954,009 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,096,600 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,171,664 | CurrentTaxYearAmt |
| Total | $37,624,734 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $12,577,180 | SubstantialContributorsTotAmt |
| Public Support Total170 | $25,047,554 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,500 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,500 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,500 | CurrentTaxYearAmt |
| Total | $107,500 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $37,732,234 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $58,834,344 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.6638 | PublicSupportCY170Pct |
| Public Support PY170 | 0.7244 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 115 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $2,300,745 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $1,685,506 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $73,870,082 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $163,889,842 | BeginningYearBalanceAmt |
| Contributions | $31,662,275 | ContributionsAmt |
| Investment Earnings Or Losses | $55,667,149 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,908,229 | GrantsOrScholarshipsAmt |
| Other Expenditures | $106,688 | OtherExpendituresAmt |
| Administrative Expenses | $982,558 | AdministrativeExpensesAmt |
| End Year Balance | $245,221,791 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $159,289,174 | BeginningYearBalanceAmt |
| Contributions | $2,207,930 | ContributionsAmt |
| Investment Earnings Or Losses | $10,530,571 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,162,800 | GrantsOrScholarshipsAmt |
| Other Expenditures | $123,599 | OtherExpendituresAmt |
| Administrative Expenses | $851,434 | AdministrativeExpensesAmt |
| End Year Balance | $163,889,842 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $153,808,340 | BeginningYearBalanceAmt |
| Contributions | $6,407,029 | ContributionsAmt |
| Investment Earnings Or Losses | $7,105,731 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,085,969 | GrantsOrScholarshipsAmt |
| Other Expenditures | $123,122 | OtherExpendituresAmt |
| Administrative Expenses | $822,835 | AdministrativeExpensesAmt |
| End Year Balance | $159,289,174 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $144,233,566 | BeginningYearBalanceAmt |
| Contributions | $4,539,332 | ContributionsAmt |
| Investment Earnings Or Losses | $11,805,528 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,862,707 | GrantsOrScholarshipsAmt |
| Other Expenditures | $114,748 | OtherExpendituresAmt |
| Administrative Expenses | $792,631 | AdministrativeExpensesAmt |
| End Year Balance | $153,808,340 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $127,124,958 | BeginningYearBalanceAmt |
| Contributions | $9,795,007 | ContributionsAmt |
| Investment Earnings Or Losses | $14,522,132 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,447,543 | GrantsOrScholarshipsAmt |
| Other Expenditures | $110,126 | OtherExpendituresAmt |
| Administrative Expenses | $650,862 | AdministrativeExpensesAmt |
| End Year Balance | $144,233,566 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.0 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.0 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.0 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Common Trust Funds | $4,342,385 | F |
| Alternative Investments | $37,996,684 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $42,339,069 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Charitable gift annuities payable | $997,869 |
| Other liabilities | $2,941 |
| Unearned income | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,000,810 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule D, Part V, Line 4 Intended uses of endowment funds | FormAndLineReferenceDesc |
| Explanation | Endowment funds are intended to provide support for various charitable purposes serving St. Joseph County through grantmaking. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (156 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| A Rosie Place for Children (O'Hana Heritage Foundation Inc) | |||||||
| 53131 Quince Rd | South Bend | IN | 46628 | 371523448 | 501(C)(3) | $7,000 | Unrestricted; Legacy Campaign |
| ACT - A Contemporary Theatre | |||||||
| Kreielsheimer Place | Seattle | WA | 981014037 | 910787792 | 501(C)(3) | $10,000 | Unrestricted |
| AJOY Foundation | |||||||
| 9655 Perkins Road C-235 | Baton Rouge | LA | 70810 | 815086556 | 501(C)(3) | $5,000 | Unrestricted |
| Alcohol & Addictions Resource Center Inc | |||||||
| 818 East Jefferson Blvd | South Bend | IN | 46617 | 237071269 | 501(c)(3) | $13,910 | Unrestricted; Operating Expenses |
| Alzheimer's & Dementia Services of Northern Indiana | |||||||
| 922 E Colfax Ave | South Bend | IN | 466172806 | 351157606 | 501(c)(3) | $16,298 | Alzheimer's & Dementia Services |
| Ancilla College of Marian University | |||||||
| 20097 9B Road | Plymouth | IN | 46563 | 356071917 | 501(c)(3) | $5,075 | Scholarships 2021-22 |
| Bashor Children's Home | |||||||
| PO Box 843 | Goshen | IN | 465270843 | 350933555 | 501(c)(3) | $5,000 | Unrestricted |
| Beacon Health Foundation Inc | |||||||
| 615 North Michigan Street | South Bend | IN | 46601 | 351536129 | 501(c)(3) | $42,897 | Unrestricted; Children's Hospital; Scholarships |
| Because of Joy | |||||||
| PO Box 352 | Bedford | TX | 76095 | 273399496 | 501(C)(3) | $7,000 | Camp TLC 2021 |
| Benedictine Sisters of Chicago | |||||||
| St Scholastica Monastery | Chicago | IL | 606451913 | 362171755 | Church | $5,000 | Unrestricted |
| Bethel University | |||||||
| 1001 W McKinley Ave | Mishawaka | IN | 46545 | 350935587 | 501(c)(3) | $25,422 | Unrestricted; Scholarships; Restricted |
| Boy Scouts of America LaSalle Council | |||||||
| 1340 South Bend Avenue | South Bend | IN | 46617 | 350867966 | 501(c)(3) | $5,993 | Unrestricted |
| Boys & Girls Clubs of St Joseph County | |||||||
| 502 E Sample | South Bend | IN | 46601 | 351329625 | 501(c)(3) | $185,794 | Unrestricted; Scholarship; Restricted |
| Boys and Girls Clubs of Larimer County | |||||||
| 103 Smokey St | Fort Collins | CO | 80525 | 742425914 | 501(C)(3) | $7,500 | Unrestricted |
| Broadway Christian Parish United Methodist Church | |||||||
| 1412 S Carroll | South Bend | IN | 46613 | 351127662 | Church | $10,000 | Breakfast Ministry |
| Camp Eberhart Alumni Association Inc | |||||||
| 205 S Martha St | Angola | IN | 46703 | 311021547 | 501(c) (3) | $7,629 | Unrestricted; Restricted |
| Camp Millhouse Inc | |||||||
| 25600 Kelly Road | South Bend | IN | 46614 | 350984031 | 501(c)(3) | $15,330 | Unrestricted |
| Casaday Costume Company | |||||||
| 2701 W Elwood | South Bend | IN | 46628 | 475101676 | 501(C)(3) | $25,000 | Casaday Costume Collection |
| CASIE Center | |||||||
| 533 N Niles Avenue | South Bend | IN | 46617 | 351899479 | 501(c)(3) | $33,199 | Unrestricted; Restricted |
| Cathedral of St Matthew's | |||||||
| 1701 Miami Street | South Bend | IN | 46613 | 350893502 | Church | $17,925 | Unrestricted |
| Catholic Charities of the Diocese of Fort Wayne - South Bend Inc | |||||||
| 1817 Miami St | South Bend | IN | 466132821 | 351038653 | 501(c)(3) | $13,204 | Unrestricted; Restricted |
| Cedars Home for Children Foundation | |||||||
| 6601 Pioneers Blvd | Lincoln | NE | 68506 | 476024881 | 501(C)(3) | $40,000 | Heart of CEDARS Building Campaign |
| Center for Hospice Care | |||||||
| 501 Comfort Place | Mishawaka | IN | 46545 | 310952866 | 501(c)(3) | $100,750 | Unrestricted |
| Center for the Homeless | |||||||
| 813 S Michigan Street | South Bend | IN | 46601 | 351768544 | 501(c)(3) | $147,022 | Unrestricted |
| Chiara Home | |||||||
| 1425 Clayton Drive | South Bend | IN | 46614 | 351898877 | 501(c)(3) | $5,000 | Unrestricted |
| Christ Child Society | |||||||
| 2366 Miracle Ln | Mishawaka | IN | 46545 | 356016444 | 501(c)(3) | $12,287 | Unrestricted |
| Christmas Commandos | |||||||
| c/o Mutual Bank | Mishawaka | IN | 46545 | 201944356 | 501(C)(3) | $5,000 | Unrestricted |
| Clay United Methodist Church | |||||||
| 17646 Cleveland Road | South Bend | IN | 46635 | Church | $10,000 | Food Pantry | |
| Community Kitchen of Monroe County | |||||||
| PO Box 3286 | Bloomington | IN | 474023286 | 311101408 | 501(C)(3) | $5,000 | Unrestricted |
| Cornerstone Renter Equity | |||||||
| 1641 Vine Street | Cincinnati | OH | 45202 | 311170803 | 501(C)(3) | $30,000 | Restricted |
| Crossroads Safehouse | |||||||
| PO Box 993 | Fort Collins | CO | 80522 | 840786145 | 501(C)(3) | $5,000 | Unrestricted |
| Cultivate Culinary School and Catering Inc | |||||||
| 1403 Prairie Avenue | South Bend | IN | 46613 | 813306113 | 501(c)(3) | $71,700 | Unrestricted; Restricted |
| Culver Military & Girls Academy | |||||||
| Development Office | Culver | IN | 46511 | 350868071 | 501(c)(3) | $8,149 | Restricted |
| Deborah's Place | |||||||
| 2822 West Jackson Blvd | Chicago | IL | 60612 | 363382973 | 501(C)(3) | $6,000 | Unrestricted |
| Dismas of Indiana | |||||||
| PO Box 4571 | South Bend | IN | 46634 | 825172824 | 501(c)(3) | $28,037 | Unrestricted |
| Dominican Sisters | |||||||
| 2025 Fulton Street East | Grand Rapids | MI | 495033895 | 381360581 | Church | $15,000 | General Fund |
| El Campito Child Development Center | |||||||
| 1024 W Thomas Street | South Bend | IN | 46601 | 351438892 | 501(c)(3) | $8,882 | Unrestricted |
| Episcopal Diocese of Northern Indiana | |||||||
| 117 N Lafayette Blvd | South Bend | IN | 46601 | 311629166 | 501(c)(3) | $7,150 | Bishop's Discretionary Fund |
| Family & Children's Center Inc | |||||||
| 300 S Saint Louis Blvd STE 100 | South Bend | IN | 46617 | 350869031 | 501(c)(3) | $26,227 | Unrestricted |
| Farm to Family Fund Inc | |||||||
| PO Box 1771 | Bloomington | IN | 47402 | 824653056 | 501(C)(3) | $52,000 | Unrestricted - Matching Funds |
| Fight for Life Foundation | |||||||
| 1300 E 86th Street | Indianapolis | IN | 46240 | 461377821 | 501(C)(3) | $15,000 | Build Dreams Program |
| First Presbyterian Church of South Bend | |||||||
| 333 W Colfax Avenue | South Bend | IN | 46601 | Church | $10,018 | Unrestricted | |
| First United Methodist Church South Bend | |||||||
| 333 N Main | South Bend | IN | 46601 | Church | $10,000 | Food pantry and Lunch Ministry | |
| Fischoff National Chamber Music Association | |||||||
| 119 Haggar Hall | Notre Dame | IN | 46556 | 351650154 | 501(c)(3) | $66,094 | Unrestricted; Restricted |
| Five Star Life | |||||||
| 2204 California Rd | Elkhart | IN | 465141230 | 463463430 | 501(C)(3) | $31,150 | Restricted; Scholarship |
| FOCUS | |||||||
| 338 Ridge Road | Barrington | IL | 60010 | 366112617 | 501(C)(3) | $30,000 | Unrestricted |
| Food Bank for Larimer County | |||||||
| 5706 Wright Drive | Loveland | CO | 80538 | 742336171 | 501(C)(3) | $10,000 | Unrestricted |
| Food Bank of Northern Indiana | |||||||
| 702 South Chapin Street | South Bend | IN | 466340365 | 351898055 | 501(c)(3) | $28,909 | Unrestricted; Restricted |
| Foundation of Monroe County Community Schools | |||||||
| 315 North Drive | Bloomington | IN | 47401 | 310889739 | 501(C)(3) | $14,000 | Restricted |
| Friends of WVPE | |||||||
| 2424 California Road | Elkhart | IN | 46514 | 352086960 | 501(C)(3) | $7,266 | Unrestricted |
| Global Impact | |||||||
| 1199 N Fairfax St Suite 300 | Alexandria | VA | 22314 | 521273585 | 501(C)(3) | $50,000 | Migrant Offshore Aid Station (MOAS) |
| Good Shepherd Montessori School Inc | |||||||
| 1101 E Jefferson Blvd | South Bend | IN | 466173313 | 043673627 | 501(c)(3) | $14,276 | Unrestricted; Scholarships |
| Goodwill Industries of Michiana Inc | |||||||
| PO Box 3846 | South Bend | IN | 46619 | 351093073 | 501(c)(3) | $23,672 | Unrestricted; Restricted |
| Gospel Center Missionary Church | |||||||
| 930 S 30th St | South Bend | IN | 46615 | 351083354 | Church | $8,295 | Restricted |
| Greater Chicago Food Depository | |||||||
| 4100 W Ann Lurie Place | Chicago | IL | 60632 | 362971864 | 501(C)(3) | $5,000 | Unrestricted |
| Habitat for Humanity | |||||||
| 402 E South Street | South Bend | IN | 46601 | 311196894 | 501(c)(3) | $53,612 | Unrestricted; Restricted |
| Hand in Hand Ministries | |||||||
| 518 N 26th Street | Louisville | KY | 40212 | 611352889 | 501(C)(3) | $5,000 | Unrestricted |
| Helping Hands of Cass County Inc | |||||||
| 130 South Broadway Street | Cassopolis | MI | 49031 | 382663969 | 501(C)(3) | $12,000 | Food Pantry |
| Heroes Camp Inc | |||||||
| PO Box 6564 | South Bend | IN | 466606564 | 204334613 | 501(c) (3) | $32,745 | Unrestricted; Restricted |
| Holy Cross College | |||||||
| PO Box 308 | Notre Dame | IN | 465560308 | 351148835 | 501(c)(3) | $6,180 | Unrestricted; Restricted; Scholarships |
| Holy Cross Village at Notre Dame | |||||||
| PO Box 303 | Notre Dame | IN | 465560303 | 352084623 | 501(c)(3) | $6,496 | Unrestricted; Restricted |
| Hoosier Hills Food Bank | |||||||
| PO Box 697 | Bloomington | IN | 47402 | 311051402 | 501(C)(3) | $20,000 | Soup Bowl Fundraiser |
| Hope Ministries | |||||||
| PO Box 4488 | South Bend | IN | 466344488 | 351038532 | 501(c)(3) | $80,922 | Unrestricted; Restricted |
| Hospice Foundation Inc | |||||||
| 501 Comfort Place | Mishawaka | IN | 46545 | 310952866 | 501(c)(3) | $43,200 | Road to Hope COVID-19 Response |
| Humane Society of St Joseph County Inc | |||||||
| 2506 Grape Drive | Mishawaka | IN | 46545 | 356006532 | 501(c)(3) | $8,675 | Unrestricted |
| Indiana University South Bend | |||||||
| PO Box 7111 | South Bend | IN | 46634 | 356001673 | 501(c)(3) | $651,361 | Unrestricted; Restricted; Scholarships |
| Ivy Tech Community College | |||||||
| 220 Dean Johnson Blvd | South Bend | IN | 466013415 | 237073977 | 501(c)(3) | $276,250 | Restricted; Scholarships |
| Ivy Tech Foundation | |||||||
| 220 Dean Johnson Blvd | South Bend | IN | 466013415 | 237073977 | 501(c)(3) | $216,594 | Scholarships |
| Junior League of South Bend Inc | |||||||
| 525 E Colfax Ave | South Bend | IN | 46617 | 356001729 | 501(c)(3) | $17,448 | Unrestricted |
| La Casa De Amistad Inc | |||||||
| 746 S Meade Street | South Bend | IN | 46619 | 351350013 | 501(c)(3) | $26,750 | Unrestricted; Restricted |
| Launch Hope Foundation | |||||||
| 6830 Acton Road | Indianapolis | IN | 46259 | 851002046 | 501(C)(3) | $15,000 | Job Training Program |
| Leadership South Bend Mishawaka | |||||||
| Indiana University South Bend | South Bend | IN | 46615 | 350153330 | 501(c)(6) | $6,323 | Restricted |
| Little Flower Catholic Church | |||||||
| 54191 N Ironwood Rd | South Bend | IN | 46635 | 300478181 | Church | $10,000 | Food Pantry |
| LOGAN | |||||||
| 2505 E Jefferson Blvd | South Bend | IN | 46624 | 350965639 | 501(c)(3) | $289,793 | Unrestricted; Restricted |
| Malembe Rise | |||||||
| PO Box 2328 | Bloomington | IN | 47402 | 743106179 | 501(C)(3) | $30,000 | Unrestricted |
| Marian High School | |||||||
| 1311 South Logan | Mishawaka | IN | 46544 | 351101600 | Church | $19,696 | Unrestricted; Scholarshps |
| Middle Way House | |||||||
| PO Box 95 | Bloomington | IN | 47402 | 237300355 | 501(C)(3) | $5,000 | Unrestricted |
| Mishawaka Education Foundation | |||||||
| 1402 S Main Street | Mishawaka | IN | 46544 | 351973986 | 501(c)(3) | $16,284 | Unrestricted; Restricted; Scholarships |
| Monroe County CASA Inc | |||||||
| 201 N Morton St | Bloomington | IN | 47404 | 263994368 | 501(C)(3) | $5,000 | Unrestricted |
| Mother Hubbard's Cupboard | |||||||
| 1100 W Allen | Bloomington | IN | 47403 | 352082414 | 501(C)(3) | $12,000 | Operating Expenses |
| National Multiple Sclerosis Society | |||||||
| 525 W Monroe Street | Chicago | IL | 60661 | 135661935 | 501(C)(3) | $10,000 | The Navigator Program |
| Northeast Neighborhood Council Inc | |||||||
| 803 N Notre Dame Avenue | South Bend | IN | 466240486 | 351434301 | 501(C)(3) | $6,250 | Unrestricted; Restricted |
| Oaklawn | |||||||
| 330 Lakeview Drive | Goshen | IN | 46527 | 351070041 | 501(C)(3) | $50,000 | Partnership for Children SJC |
| Our Lady of the Road | |||||||
| PO Box 4375 | South Bend | IN | 46634 | 261184631 | 501(c) (3) | $20,000 | Breakfast Ministry and Other Needs |
| Penn-Harris-Madison Education Foundation | |||||||
| 55900 Bittersweet Rd | Mishawaka | IN | 46545 | 351996785 | 501(c)(3) | $27,788 | Unrestricted |
| Penn-Harris-Madison School Corporation | |||||||
| 55900 Bittersweet Road | Mishawaka | IN | 46545 | Govt/Publi | $7,500 | 21st Century Scholars Prgm | |
| Pet Refuge Inc | |||||||
| 4626 S Burnett Drive | South Bend | IN | 46614 | 310936469 | 501(c)(3) | $45,217 | Unrestricted; Restricted |
| Pigasus Institute | |||||||
| 411 E 7th St | Bloomington | IN | 47408 | 813598049 | 501(C)(3) | $5,000 | Project Pigasus |
| Potawatomi Zoological Society | |||||||
| 500 S Greenlawn | South Bend | IN | 46634 | 351183974 | 501(c)(3) | $60,666 | Unrestricted; Restricted |
| Puente Desarrollo Internacional Inc | |||||||
| 51181 Whitewater Lane | South Bend | IN | 46628 | 824237540 | 501(C)(3) | $10,000 | Unrestricted |
| Purdue Alumni Club of St Joseph Valley | |||||||
| 4210 Sail Drive | Mishawaka | IN | 46544 | 351745309 | 501(c)(3) | $10,000 | Scholarships |
| Purdue Polytechnic South Bend | |||||||
| 1733 Northside Blvd | South Bend | IN | 46634 | 310958507 | 501(C)(3) | $12,647 | Scholarship |
| Ray Bird Ministries Inc | |||||||
| 25765 Edison Road | South Bend | IN | 46628 | 351111581 | 501(c)(3) | $45,831 | Unrestricted; Restricted |
| REAL Services Foundation Inc | |||||||
| PO Box 1835 | South Bend | IN | 46634 | 351870984 | 501(C)(3) | $210,604 | Unrestricted |
| REAL Services Inc | |||||||
| PO Box 1835 | South Bend | IN | 46634 | 351157606 | 501(c)(3) | $495,384 | Unrestricted; Restricted |
| Rebuilding Together St Joseph County | |||||||
| c/o South Bend Heritage Foundation | South Bend | IN | 46616 | 351939069 | 501(c) (3) | $6,511 | Unrestricted |
| Reins of Life | |||||||
| 55200 Quince Road | South Bend | IN | 46619 | 310945572 | 501(c)(3) | $35,135 | Unrestricted |
| Remember Niger Coalition | |||||||
| 430 E 8th Street 146 | Holland | MI | 49423 | 263500898 | 501(C)(3) | $25,000 | School of Hope in Niger |
| Renascence Inc | |||||||
| 215 Clayton Street | Montgomery | AL | 36104 | 631286067 | 501(c)(3) | $16,000 | Unrestricted |
| Right to Life Michiana | |||||||
| 2004 Ironwood Circle Ste 130 | South Bend | IN | 46635 | 351594988 | 501(C)(3) | $5,786 | Restricted |
| Riley Children's Foundation | |||||||
| 30 South Meridian Street Suite 200 | Indianapolis | IN | 462043509 | 350868147 | 501(c)(3) | $50,000 | Restricted |
| Robinson Community Learning Center - University of Notre Dame | |||||||
| 1004 N Eddy Street | South Bend | IN | 46617 | 350868188 | 501(c)(3) | $35,000 | Unrestricted; Restricted |
| Sacred Heart Parish | |||||||
| 100 Sacred Heart Parish Center | Notre Dame | IN | 465565662 | 351758355 | Church | $6,322 | Unrestricted |
| Saint Joseph High School | |||||||
| 453 N Notre Dame Avenue | South Bend | IN | 46617 | 350924794 | Church | $148,840 | Unrestricted; Restricted; Scholarships |
| Saint Mary's College | |||||||
| 158 Le Mans Hall | Notre Dame | IN | 46556 | 350868158 | 501(c)(3) | $22,253 | Unrestricted; Scholarshps |
| Scholarship Foundation of St Joseph County | |||||||
| 3515 N Main Street Suite C | Mishawaka | IN | 46545 | 356042497 | 501(c)(3) | $75,565 | Unrestricted; Scholarshps |
| School City of Mishawaka | |||||||
| 1402 S Main Street | Mishawaka | IN | 46544 | 351973986 | Govt/Publi | $38,758 | Restricted |
| Seattle Reperatory Theatre | |||||||
| 155 Mercer Street | Seattle | WA | 98109 | 910756535 | 501(C)(3) | $15,000 | Unrestricted |
| South Bend Civic Theatre | |||||||
| 403 N Main St | South Bend | IN | 46601 | 351572312 | 501(c)(3) | $130,469 | Unrestricted; Restricted |
| South Bend Education Foundation Inc | |||||||
| 215 S Dr Martin Luther King Jr Blvd | South Bend | IN | 46624 | 351959196 | 501(c)(3) | $73,413 | Unrestricted; Restricted |
| South Bend Heritage Foundation | |||||||
| 803 Lincoln Way West | South Bend | IN | 466161125 | 237394320 | 501(c)(3) | $37,311 | Unrestricted; Restricted |
| South Bend Museum of Art | |||||||
| 120 S St Joseph Street | South Bend | IN | 46601 | 350844563 | 501(c)(3) | $63,415 | Unrestricted; Restricted |
| South Bend Rotary Charitable Foundation | |||||||
| 108 W Colfax | South Bend | IN | 46601 | 541372455 | 501(c)(3) | $37,489 | Unrestricted; Restricted |
| South Bend Symphony Orchestra | |||||||
| 127 N Michigan Street | South Bend | IN | 46601 | 356042189 | 501(c)(3) | $510,983 | Unrestricted; Restricted |
| South Bend Youth Symphony Orchestras Inc | |||||||
| c/o Indiana University SB | South Bend | IN | 466347111 | 352104820 | 501(c)(3) | $33,329 | Unrestricted; Restricted |
| Southold Dance Theater | |||||||
| 914 Lincoln Way West | South Bend | IN | 46616 | 351381697 | 501(c)(3) | $15,359 | Unrestricted; Restricted |
| St Ann Parish | |||||||
| 421 N Broadway | Cassopolis | MI | 49031 | Church | $5,500 | Unrestricted; Restricted | |
| St Augustine's Catholic Church | |||||||
| 1501 W Washington St | South Bend | IN | 466190198 | 350900735 | Church | $6,000 | Soup Kitchen |
| St Dominic Catholic Church | |||||||
| 803 West Bike Street | Bremen | IN | 46506 | 350900735 | Church | $13,909 | Unrestricted |
| St Joseph Catholic Church | |||||||
| Parish Center | South Bend | IN | 46617 | 350900735 | Church | $5,000 | Refugee Resettlement Fund |
| St Joseph County 4-H Fair | |||||||
| 5117 S Ironwood Dr | South Bend | IN | 46614 | 356041524 | 501(c) (3) | $13,909 | Restricted |
| St Joseph County Health Department | |||||||
| County-City Building - 8th Fl | South Bend | IN | 466011830 | Govt/Publi | $90,000 | Restricted | |
| St Joseph County Parks Foundation | |||||||
| 50651 Laurel Road | South Bend | IN | 46637 | 351459569 | 501(c)(3) | $18,995 | Unrestricted; Restricted |
| St Joseph County Public Library | |||||||
| 304 S Main Street | South Bend | IN | 46601 | 351479645 | 501(c)(3) | $36,431 | Unrestricted; Restricted |
| St Jude Catholic School | |||||||
| 19657 Hildebrand | South Bend | IN | 46614 | 350900735 | Church | $13,909 | Unrestricted |
| St Margaret's House | |||||||
| 117 N Lafayette Blvd | South Bend | IN | 466011507 | 351913328 | 501(c)(3) | $75,182 | Unrestricted; Restricted |
| St Paul's Retirement Community | |||||||
| 3602 S Ironwood | South Bend | IN | 46614 | 351443425 | 501(c)(3) | $15,560 | Unrestricted; Restricted |
| St Pius X Catholic Church | |||||||
| 52553 Fir Rd | Granger | IN | 46530 | 350940397 | Church | $7,500 | Unrestricted; Restricted |
| St Vincent de Paul Society of St Joseph County | |||||||
| 520 Crescent Avenue | South Bend | IN | 46617 | 350863177 | 501(c)(3) | $28,111 | Unrestricted |
| Studebaker National Museum | |||||||
| 201 W Chapin Street | South Bend | IN | 46601 | 351555535 | 501(c)(3) | $30,995 | Unrestricted; Restricted |
| Studio Ten Ministries | |||||||
| PO Box 101 | Bremen | IN | 46506 | 731714727 | 501(C)(3) | $20,000 | Unrestricted |
| Temple Beth-El | |||||||
| 305 W Madison Street | South Bend | IN | 466011119 | Church | $10,527 | Unrestricted | |
| The Dollywood Foundation | |||||||
| 111 Dollywood Lane | Pigeon Forge | TN | 37863 | 621348105 | 501(C)(3) | $231,000 | Imagination Library Program |
| The Family Center - La Familia | |||||||
| 309 W Hickory St Ste 5 | Fort Collins | CO | 80524 | 841318219 | 501(C)(3) | $15,000 | Unrestricted |
| The Family Connection of St Joseph County Inc | |||||||
| 132 N Lafayette | South Bend | IN | 466011508 | 351187695 | 501(c)(3) | $917,566 | Early Childhood Initiative |
| The Foundation of Saint Joseph Health System | |||||||
| 707 E Cedar Street Suite 100 | South Bend | IN | 46617 | 351654543 | 501(c)(3) | $142,372 | Unrestricted; Restricted |
| The History Museum | |||||||
| 808 W Washington | South Bend | IN | 466011439 | 351124156 | 501(c)(3) | $100,022 | Unrestricted; Restricted |
| The Matthews House | |||||||
| 415 Mason Ct | Fort Collins | CO | 80524 | 202894339 | 501(C)(3) | $20,000 | Unrestricted |
| The Metanoia Project | |||||||
| PO Box 770792 | Lakewood | OH | 44107 | 262788076 | 501(C)(3) | $17,000 | Outreach Worker for 2020 Winter Season |
| The Music Village | |||||||
| PO Box 11004 | South Bend | IN | 46634 | 454731919 | 501(C)(3) | $24,000 | Unrestricted; Restricted |
| The Preservation of the Res Inc | |||||||
| PO Box 865 | Mishawaka | IN | 46546 | 310896539 | 501(c)(3) | $18,683 | Unrestricted |
| The Stanley Clark School | |||||||
| 3123 Miami | South Bend | IN | 46614 | 351019540 | 501(c)(3) | $5,339 | Unrestricted; Restricted; Scholarships |
| Touching Tiny Lives Foundation | |||||||
| 1550 Larimer St | Denver | CO | 80202 | 203425472 | 501(C)(3) | $15,000 | Nutritious Meals for Children |
| Transformation Ministries | |||||||
| 1519 Portage Avenue | South Bend | IN | 46616 | 823641234 | 501(C)(3) | $25,000 | City Light Scholars |
| Trinity Schools | |||||||
| 107 S Greenlawn Ave | South Bend | IN | 466173430 | 351502075 | 501(c)(3) | $26,187 | Unrestricted |
| United Rehabilitation Services of Greater Dayton | |||||||
| 4710 Old Troy Pike | Dayton | OH | 45424 | 310592919 | 501(C)(3) | $5,000 | URS Telethon: December 6, 2020 |
| United Way of Larimer County Inc | |||||||
| 525 West Oak Street | Fort Collins | CO | 80521 | 846031503 | 501(C)(3) | $5,000 | Seasonal Overflow Shelter |
| United Way of St Joseph County | |||||||
| 3517 E Jefferson Blvd | South Bend | IN | 46660 | 351063368 | 501(c)(3) | $222,679 | Unrestricted; Restricted |
| Unity Gardens Inc | |||||||
| PO Box 10022 | South Bend | IN | 46680 | 270901122 | 501(c)(3) | $14,421 | Unrestricted; Restricted |
| WNIT Channel 34 | |||||||
| PO Box 7034 | South Bend | IN | 466347034 | 351155594 | 501(c)(3) | $44,774 | Unrestricted; Restricted |
| Women's Care Center | |||||||
| 360 N Notre Dame Avenue | South Bend | IN | 46617 | 351609945 | 501(c)(3) | $31,250 | Unrestricted |
| Women's Care Center Foundation | |||||||
| 360 N Notre Dame Avenue | South Bend | IN | 46617 | 383651599 | 501(c)(3) | $7,383 | Unrestricted |
| YMCA of Greater Michiana Inc | |||||||
| 905 N Front Street | Niles | MI | 49120 | 350868216 | 501(c)(3) | $63,816 | Unrestricted; Restricted |
| Youth Leadership South BendMishawaka | |||||||
| Indiana University South Bend | South Bend | IN | 46615 | 350153330 | 501(c)(3) | $18,215 | Unrestricted |
| Youth Service Bureau | |||||||
| 2222 Lincolnway West | South Bend | IN | 46628 | 311174910 | 501(c)(3) | $34,625 | Unrestricted |
| YWCA North Central Indiana Inc | |||||||
| 1102 S Fellows Street | South Bend | IN | 46601 | 350868226 | 501(c)(3) | $59,510 | Unrestricted; Restricted |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 128 | Total501c3OrgCnt |
| Total Other Org | 28 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Scholarships | GrantTypeTxt |
| Recipient | 86 | RecipientCnt |
| Cash Grant | $346,631 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. | FormAndLineReferenceDesc |
| Explanation | For the Foundation's competitive grant process, recipients are required to submit a signed grant agreement letter which states that they agree to use the funds as intended and will report appropriately. Typically a year after approval, these recipients submit a 1-2 page questionnaire regarding the use and effectiveness of the program or the project funded and a final project budget. These reports are reviewed by staff to assess compliance with the original terms of the grant. Staff follows-up as needed on these reports. For other types of grant distributions such as designated, agency endowments, donor-advised, and some scholarship funds, grant recipients receive letters which stipulate how funds are to be used. If deemed appropriate based on size or specific purpose of grant, recipients are required to report on specific use of funds. All recipients are informed that donor-advised grants cannot result in any personal benefit to donors associated with the granting fund. Due diligence procedures are followed and appropriate information is collected for Foundation files prior to distribution to a new grantee. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mrs Rose Meissner | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | President/CEO | TitleTxt |
| Base Compensation Filing Org | $238,604 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $37,888 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $276,492 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 18 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,672,642 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Other - Mean of high and low | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I Explanations of reporting method for number of contributions | FormAndLineReferenceDesc |
| Explanation | Securities - Publicly traded - Number of contributions | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4d Description of other program services | (Expenses $ 573,683 including grants of $ 538,948)(Revenue $ 0) Other program services - Community Development, Parks, Religious |
| Form 990, Part V, Line 3b Reason for not filing Form 990-T | The Community Foundation of St. Joseph County is still waiting on final K-1s. The amount of Unrelated Business revenue is an estimate. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | The Audit Committee of the Board of Directors were delegated the responsibility to review the 990 prior to filing. |
| Form 990, Part VI, Line 12c Conflict of interest policy | At the beginning of their term, the Board of Directors and Non-Board Committee Members review the Conflict of Interest Policy and sign a Conflict of Interest form indicating they have read and agree to comply with the terms of the policy. Board and Non-Board Committee Members disclose their conflicts of interest with respect to each item discussed and the disclosure is reflected in the minutes of the meeting. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | The President/CEO's compensation is based on like-size community foundation data provided by the Council of Foundations. The President/CEO's evaluation and compensation package is reviewed and discussed annually in an executive session of the Executive Committee comprised of the Past Chair, Board Chair, Vice Chair, Treasurer and Secretary. The last review occurred in 2020. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | The Vice President Administration's compensation is based on like-size community foundation data provided by the Council of Foundations. The President/CEO does the performance evaluation, and reviews the compensation annually. |
| Form 990, Part VI, Line 19 Required documents available to the public | Financial Statements are available on the Foundation's website. The Governing Documents, Conflict of Interest Policy and 990 are available upon request. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| The Cressy Foundation | ||||||||||
| PO Box 837 | South Bend | IN | 466240837 | 351994475 | Grantmaking | IN | 501(c)(3) | Type I | NA | false |
| Jon and Sonja Laidig Foundation | ||||||||||
| PO Box 837 | South Bend | IN | 466240837 | 352037144 | Grantmaking | IN | 501(c)(3) | Type I | NA | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
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