INDEPENDENT CHARITABLE GIFT FUND: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
INDEPENDENT CHARITABLE GIFT FUND (EIN 81-2576201)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-05
IRS object ID
202013109349301336
Schema version
2019v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-11-05T10:36:11-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN340677006PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MALONEY NOVOTNY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14774 MUNSON STREET NW SUITE 402AddressLine1Txt
CityCANTONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP447183634ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN812576201EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE INDEPENDENT CHARITABLE GIFT FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlINDEBusinessNameControlTxt
Phone3304002768PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1110 W STREETSBORO ST NO 2AAddressLine1Txt
CityHUDSONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44236ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPHILIP TOBINPersonNm
Person TitleCHAIRMAN/PRESIDENTPersonTitleTxt
Phone3304002768PhoneNum
Signature2020-11-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRISTOPHER B ANDERSONPreparerPersonNm
PTINP00226559PTIN
Phone3309669400PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address216.0.138.90IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-05IPDt
IP Tm10:13:15IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdBC9F320816D5B83EA8BE277E625631AA4D8E2525AtSubmissionCreationDeviceId
At Submission Filing Device IdF514EA796443AB73984206C7A3D5371C6355F857AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1IGIFTFUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerPHILIP TOBINPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1110 W STREETSBORO ST NO 2AAddressLine1Txt
CityHUDSONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44236ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$29,453,315GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.IGIFTFUND.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2016FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionINSPIRING AMERICANS TO CREATE THEIR LEGACY THROUGH DONOR-ADVISED FUNDS.ActivityOrMissionDesc
Voting Members Governing Body4VotingMembersGoverningBodyCnt
Voting Members Independent4VotingMembersIndependentCnt
Total Employee4TotalEmployeeCnt
Total Volunteers4TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$6,367,861PYContributionsGrantsAmt
CY Contributions Grants$29,236,743CYContributionsGrantsAmt
PY Program Service Revenue$7,016PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$37,356PYInvestmentIncomeAmt
CY Investment Income$214,905CYInvestmentIncomeAmt
PY Other Revenue-$68,368PYOtherRevenueAmt
CY Other Revenue$1,667CYOtherRevenueAmt
PY Total Revenue$6,343,865PYTotalRevenueAmt
CY Total Revenue$29,453,315CYTotalRevenueAmt
PY Grants And Similar Paid$67,174PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$2,368,867CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$212,067PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$217,195CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$143,997CYTotalFundraisingExpenseAmt
PY Other Expenses$258,873PYOtherExpensesAmt
CY Other Expenses$221,753CYOtherExpensesAmt
PY Total Expenses$538,114PYTotalExpensesAmt
CY Total Expenses$2,807,815CYTotalExpensesAmt
PY Revenues Less Expenses$5,805,751PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$26,645,500CYRevenuesLessExpensesAmt
Total Assets BOY$5,802,069TotalAssetsBOYAmt
Total Assets EOY$33,831,270TotalAssetsEOYAmt
Total Liabilities BOY$32,185TotalLiabilitiesBOYAmt
Total Liabilities EOY$19,831TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$5,769,884NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$33,811,439NetAssetsOrFundBalancesEOYAmt
MissionINSPIRING AND ENABLING AMERICANS AND THEIR TRUSTED ADVISORS TO CREATE, PRESERVE AND PASS ON THEIR PHILANTHROPIC LEGACY THROUGH DONOR ADVISED FUND SOLUTIONS WHERE THE IMPACT IS TRULY REMARKABLE AND THE EXPERIENCE IS FUN.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$2,512,865ExpenseAmt
Grant$2,368,867GrantAmt
DescIGIFTFUND MAKES GRANTS TO U.S. CHARITABLE TAX-EXEMPT ORGANIZATIONS TO FURTHER THE CHARITABLE PURPOSES OF THE ORGANIZATIONS.Desc
Total Program Service Expenses$2,512,865TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document7IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee4EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings0DAFExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members4GoverningBodyVotingMembersCnt
Independent Voting Member4IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldHIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNMStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PHILIP TOBINBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3304002768PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1110 W STREETSBORO ST NO 2AAddressLine1Txt
CityHUDSONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44236ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
PHILIP T TOBIN
CHAIRMAN/PRESIDENT40.00Yes (X)Yes (X)$0$0$0
CHRISTOPHER DUDLEY
SECRETARY0.20Yes (X)Yes (X)$0$0$0
GARY HANZ
TREASURER0.20Yes (X)Yes (X)$0$0$0
LAWRENCE SPIETH
BOARD MEMBER0.20Yes (X)$0$0$0
WILLIAM A PAYNE
CHIEF EXECUTIVE OFFICER40.00Yes (X)$72,000$0$17,942
SHEILAH VILLANUEVA
EVP/COO40.00Yes (X)$81,288$0$8,548
CINDY SHEDLOSKI
DIRECTOR OF FINANCE20.00Yes (X)$15,747$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$169,035TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$26,490TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$29,236,743AllOtherContributionsAmt
Noncash Contributions$17,806,153NoncashContributionsAmt
Total Contributions$29,236,743TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$214,905TotalRevenueColumnAmt
Exclusion$214,905ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business900099BusinessCd
Total Revenue Column$1,667TotalRevenueColumnAmt
Exclusion$1,667ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,667OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$29,453,315TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$216,572ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$2,368,867TotalAmt
Program Services$2,368,867ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$195,525TotalAmt
Program Services$65,176ProgramServicesAmt
Management And General$65,175ManagementAndGeneralAmt
Fundraising$65,174FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$2,366TotalAmt
Program Services$788ProgramServicesAmt
Management And General$789ManagementAndGeneralAmt
Fundraising$789FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$6,078TotalAmt
Program Services$2,026ProgramServicesAmt
Management And General$2,026ManagementAndGeneralAmt
Fundraising$2,026FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$13,226TotalAmt
Program Services$4,409ProgramServicesAmt
Management And General$4,409ManagementAndGeneralAmt
Fundraising$4,408FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$2,668TotalAmt
Program Services$889ProgramServicesAmt
Management And General$889ManagementAndGeneralAmt
Fundraising$890FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$15,630TotalAmt
Program Services$5,210ProgramServicesAmt
Management And General$5,210ManagementAndGeneralAmt
Fundraising$5,210FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$32,136TotalAmt
Management And General$32,136ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,542TotalAmt
Program Services$514ProgramServicesAmt
Management And General$514ManagementAndGeneralAmt
Fundraising$514FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$50,363TotalAmt
Program Services$25,181ProgramServicesAmt
Fundraising$25,182FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$13,989TotalAmt
Program Services$4,663ProgramServicesAmt
Management And General$4,663ManagementAndGeneralAmt
Fundraising$4,663FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$47,971TotalAmt
Program Services$15,990ProgramServicesAmt
Management And General$15,990ManagementAndGeneralAmt
Fundraising$15,991FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$46,197TotalAmt
Program Services$15,399ProgramServicesAmt
Management And General$15,399ManagementAndGeneralAmt
Fundraising$15,399FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$915TotalAmt
Program Services$305ProgramServicesAmt
Management And General$305ManagementAndGeneralAmt
Fundraising$305FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$4,169TotalAmt
Program Services$1,390ProgramServicesAmt
Management And General$1,390ManagementAndGeneralAmt
Fundraising$1,389FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$6,173TotalAmt
Program Services$2,058ProgramServicesAmt
Management And General$2,058ManagementAndGeneralAmt
Fundraising$2,057FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,807,815TotalAmt
Program Services$2,512,865ProgramServicesAmt
Management And General$150,953ManagementAndGeneralAmt
Fundraising$143,997FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$827,117BOYAmt
EOY$11,224EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
EOY$1,245,369EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$207,500EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$49,625BOYAmt
EOY$50,125EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$9,596BOYAmt
EOY$1,178EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$12,500LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$12,500LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$4,169BOYAmt
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$4,908,562BOYAmt
EOY$32,311,124EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$3,000BOYAmt
EOY$4,750EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$5,802,069BOYAmt
EOY$33,831,270EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$32,185BOYAmt
EOY$19,831EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$32,185BOYAmt
EOY$19,831EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,769,884BOYAmt
EOY$33,811,439EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,769,884BOYAmt
EOY$33,811,439EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,802,069BOYAmt
EOY$33,831,270EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$26,645,500ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,396,055NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Community TrustYes (X)CommunityTrustInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$34,182CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,653,521CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,367,861CurrentTaxYearMinus1YearAmt
Current Tax Year$29,236,743CurrentTaxYearAmt
Total$37,292,307TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$34,182CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,653,521CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$6,367,861CurrentTaxYearMinus1YearAmt
Current Tax Year$29,236,743CurrentTaxYearAmt
Total$37,292,307TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$13,576,851SubstantialContributorsTotAmt
Public Support Total170$23,715,456PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$3,325CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$37,356CurrentTaxYearMinus1YearAmt
Current Tax Year$214,905CurrentTaxYearAmt
Total$255,586TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years$1,077CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$13,742CurrentTaxYearMinus1YearAmt
Current Tax Year$1,667CurrentTaxYearAmt
Total$16,486TotalAmt
FieldValueIRS element (for citing)
Total Support$37,564,379TotalSupportAmt
First5 Years170Yes (X)First5Years170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationOTHER INCOME - 2017 AMOUNT: $ 1,077. 2018 AMOUNT: $ 13,742. 2019 AMOUNT: $ 1,667.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held130DonorAdvisedFundsHeldCnt
Donor Advised Funds Contri$29,026,262DonorAdvisedFundsContriAmt
Donor Advised Funds Grants$2,340,967DonorAdvisedFundsGrantsAmt
Donor Advised Funds Vl EOY$32,987,990DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$12,500OtherCostOrOtherBasisAmt
Depreciation$12,500DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$30,817,234TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,396,055NetUnrealizedGainsInvstAmt
Revenue Not Reported$1,396,055RevenueNotReportedAmt
Revenue Subtotal$29,421,179RevenueSubtotalAmt
Investment Expenses Not Incld$32,136InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$32,136RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$29,453,315TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,775,679TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$2,775,679ExpensesSubtotalAmt
Investment Expenses Not Incld2$32,136InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$32,136ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,807,815TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT ON NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES. THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (47 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC
125 BROAD ST 18TH FLOORNEW YORKNY10004136213516501(C)(3)$40,000GENERAL SUPPORT
ANNAPOLIS AREA CHRISTIAN SCHOOL ASSOCIATION INC
109 BURNS CROSSING RDSEVERNMD21144520936379501(C)(3)$10,000GENERAL SUPPORT
ATLANTA AUDUBON SOCIETY
4055 ROSWELL RDATLANTAGA30342581834323501(C)(3)$10,700GENERAL SUPPORT
CEDAR HILLS COMMUNITY CHURCH
6455 E AVE NWCEDAR RAPIDSIA52405421015013501(C)(3)$12,000GENERAL SUPPORT
CHILDREN'S SCHOLARSHIP FUND PHILADELPHIA
100 SOUTH BROAD STREETPHILADELPHIAPA19110233078729501(C)(3)$50,000GENERAL SUPPORT
COLGATE UNIVERSITY
GIFT RECORDS COLGATE UNIVERSITYCAHAJOHARIENY13317150532078501(C)(3)$10,000GENERAL SUPPORT
COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC
4455 W LAWRENCE STREETAPPLETONWI54914391548450501(C)(3)$15,000GENERAL SUPPORT
COMPASSION INTERNATIONAL
12290 VOYAGER PARKWAYCOLORADO SPRINGSCO80921362423707501(C)(3)$10,000GENERAL SUPPORT
CONCORDIA LUTHERAN CHURCH
3003 SILVERSIDE ROADWILMINGTONDE19810510068878501(C)(3)$13,000GENERAL SUPPORT
CURE ALZHEIMER'S FUND
34 WASHINGTON STREET SUITE 310WELLESLEY HILLSMA02481522396428501(C)(3)$18,000GENERAL SUPPORT
DES MOINES PUBLIC SCHOOLS
2323 GRAND AVENUEDES MOINESIA50312270882762115$10,000GENERAL SUPPORT
DOCTORS WITHOUT BORDERS USA INC
40 RECTOR STREET 16TH FLOORNEW YORKNY10006133433452501(C)(3)$8,000GENERAL SUPPORT
EQUAL RIGHTS ADVOCATES INC
1170 MARKET ST STE 700SAN FRANCISCOCA94102237217027501(C)(3)$10,000GENERAL SUPPORT
EVERYSTEP
3000 EASTON BOULEVARDDES MOINESIA50317421093718501(C)(3)$200,000GENERAL SUPPORT
FIRST BAPTIST CHURCH
4400 N PEACHTREE RDDUNWOODYGA30338580572416501(C)(3)$17,620GENERAL SUPPORT
FRIENDS OF THE SANTA CRUZ PUBLIC LIBRARIES INC
224 CHURCH STSANTA CRUZCA95060942612557501(C)(3)$5,500GENERAL SUPPORT
GLADWYNE MONTESSORI SCHOOL
920 YOUNGSFORD RDGLADWYNEPA19035231628684501(C)(3)$50,000GENERAL SUPPORT
HANDS FOR HOPE INC
111 S REGENCY CIROCONOMOWOCWI53066810737239501(C)(3)$12,000GENERAL SUPPORT
HOMELESS SERVICES CENTER AKA HOUSING MATTERS
115B CORAL STREETSANTA CRUZCA95060770126783501(C)(3)$20,000GENERAL SUPPORT
IN HIS STEPS FOUNDATION
6801 BRECKSVILLE ROAD SUITE 250BRECKSVILLEOH44131311512682501(C)(3)$26,000GENERAL SUPPORT
INTERNATIONAL PLANNED PARENTHOOD FEDERATION WESTERN HEMISPHERE REGION
125 MAIDEN LN 9TH FNEW YORKNY10038131845455501(C)(3)$25,500GENERAL SUPPORT
INTERNATIONAL RESCUE COMMITTEE INC
122 E 42ND STREETNEW YORKNY10168135660870501(C)(3)$6,000GENERAL SUPPORT
LIBERTY CENTER-CITY
PO BOX 22694PHILADELPHIAPA19110274082814501(C)(3)$50,000GENERAL SUPPORT
LIVING HOPE INTERNATIONAL INC
PO BOX 116WEST BENDWI53095392000544501(C)(3)$25,000GENERAL SUPPORT
LOYOLA UNIVERSITY CHICAGO
820 N MICHIGAN AVECHICAGOIL60611361408475501(C)(3)$15,000GENERAL SUPPORT
MARIE STOPES INTERNATIONAL AKA MSI
PO BOX 35528WASHINGTONDC20033541901882501(C)(3)$25,000GENERAL SUPPORT
MOUNTAIN LION FOUNDATION
PO BOX 1896SACRAMENTOCA95812943015360501(C)(3)$5,500GENERAL SUPPORT
NATURAL RESOURCES DEFENSE COUNCIL INC
40 WEST 20TH STREETNEW YORKNY10011132654926501(C)(3)$30,000GENERAL SUPPORT
OAKTON COMMUNITY COLLEGE EDUCATIONAL FOUNDATION
1600 E GOLF RDDES PLAINESIL60016362917302501(C)(3)$7,500GENERAL SUPPORT
OUR LADY OF LOURDES CATHOLIC CHURCH
25 BOULEVARD NEATLANTAGA30312580814551501(C)(3)$10,000GENERAL SUPPORT
PLANNED PARENTHOOD FEDERATION OF AMERICA
123 WILLIAM STNEW YORKNY10038131644147501(C)(3)$8,000GENERAL SUPPORT
PLANNED PARENTHOOD MAR MONTE INC
1691 THE ALAMEDASAN JOSECA95126941583439501(C)(3)$7,000GENERAL SUPPORT
SARASOTA CREW
343 PALMETTO AVENUESARASOTAFL34229010733041501(C)(3)$14,200GENERAL SUPPORT
SAVE THE CHILDREN FEDERATION INC
501 KINGS HIGHWAY EAST SUITE 400FAIRFIELDCT06825060726487501(C)(3)$5,600GENERAL SUPPORT
SAVE THE REDWOODS LEAGUE
111 SUTTER ST 11TH FLOORSAN FRANCISCOCA94104940843915501(C)(3)$11,200GENERAL SUPPORT
SOUTHERN POVERTY LAW CENTER INC
400 WASHINGTON AVEMONTGOMERYAL36104630598743501(C)(3)$5,550GENERAL SUPPORT
ST BARTHOLOMEW'S EPISCOPAL CHURCH
1790 LAVISTA RDATLANTAGA30329580949548501(C)(3)$6,650GENERAL SUPPORT
STONECREEK CHURCH INC
13540 HWY 9 NORTHALPHARETTAGA30004582524792501(C)(3)$11,061GENERAL SUPPORT
SUMMER SEARCH
PHILADELPHIA 1528 WALNUT STREETPHILADELPHIAPA19102680200138501(C)(3)$15,000GENERAL SUPPORTSUITE 1006
SUNY MARITIME FOUNDATION INC
6 PENNYFIELD AVEBRONXNY10465473560167501(C)(3)$1,000,000GENERAL SUPPORT
THE COOPERATIVE FEEDING PROGRAM INC
ONE NW 33RD TERRACEFORT LAUDERDALEFL33311592696451501(C)(3)$10,000GENERAL SUPPORT
TRUE FREEDOM MINISTRIES
2005 CYPRESS AVECLEVELANDOH44109464701022501(C)(3)$10,000GENERAL SUPPORT
UNITED WAY BLACKHAWK REGION INC
205 N MAIN ST STE 101JANESVILLEWI53545396006734501(C)(3)$5,271GENERAL SUPPORT
UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY INC
PO BOX 88110MILWAUKEEWI53288390806190501(C)(3)$16,000GENERAL SUPPORT
WASHINGTON & LEE UNIVERSITY
204 W WASHINGTON STLEXINGTONVA24450540505977501(C)(3)$20,000GENERAL SUPPORT
WILLOWBROOK ROTARY FOUNDATION
PO BOX 691166HOUSTONTX77269760657633501(C)(3)$8,500GENERAL SUPPORT
WOODMEN VALLEY CHAPEL
290 E WOODMEN ROADCOLORADO SPRINGSCO80919840996424501(C)(3)$175,000GENERAL SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org47Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationWHEN A GRANT RECOMMENDATION IS RECEIVED FROM A DONOR, IGIFTFUND VETS THE CHARITY UTILIZING THE CHARITY CHECK FUNCTION WITHIN GUIDESTAR CONFIRMING THE ORGANIZATION IS IN GOOD STANDING WITH THE IRS. IF THIS INFORMATION IS NOT AVAILABLE, IGIFTFUND REQUESTS A COPY OF THE IRS DETERMINATION LETTER FROM THE CHARITY. CHURCHES AND RELIGIOUS ORGANIZATIONS MEETING THE REQUIREMENTS OF IRC SECTION 501(C)(3) ARE NOT REQUIRED TO APPLY FOR TAXEXEMPT STATUS FROM THE IRS.ExplanationTxt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution68ContributionCnt
Noncash Contributions Rpt F990$17,806,153NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received1Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM WHO REVIEWS THE DETAILS WITH MANAGEMENT. A COPY OF THE FORM 990 IS PROVIDED TO ALL MEMBERS OF THE GOVERNING BOARD PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CIGIFT FUND HAS A WRITTEN CONFLICT OF INTEREST POLICY IN PLACE. AT THE ANNUAL ORGANIZATIONAL MEETING, ALL MEMBERS OF MANAGEMENT AND GOVERNANCE ARE REQUIRED TO COMPLETE AND UPDATE THE CONFLICT OF INTEREST STATEMENTS AND DISCLOSURES. IN INSTANCES WHERE A CONFLICT HAS BEEN IDENTIFIED, THE INDIVIDUAL RECUSES THEMSELVES FROM DECISION MAKING AND VOTING.
FORM 990, PART VI, SECTION B, LINE 15IGIFTFUND DID NOT COMPENSATE ITS PRESIDENT DURING 2019. OPEN POSITIONS ARE IDENTIFIED AS NEEDS ARISE AND ARE REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS IN CONJUCTION WITH THE BUDGET.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES THEIR GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, AND FORM 990 AVAILABLE UPON REQUEST.

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