SCHWARZ FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SCHWARZ FAMILY FOUNDATION (EIN 46-4218210)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202013219349105661
- 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
- Form 990-PF
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T14:57:00-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 N Illinois Street | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464218210 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Schwarz Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % GAYE SCHWARZ | InCareOfNm |
| Business Name Control | SCHW | BusinessNameControlTxt |
| Phone | 3172901140 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3600 Woodview Trace Suite 300 | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46268 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GAYE SCHWARZ | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 3172901140 | PhoneNum |
| Signature | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY A BODKIN | PreparerPersonNm |
| PTIN | P01350681 | PTIN |
| Phone | 3173834000 | PhoneNum |
| Preparation | 2020-11-16 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.126.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 43033020203215000010 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-16 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E43C2FEF5D838BC286DC3B96AF984EDC8464B4B8 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B90B5077F2938E25D9856DCC46A6B84D1E2C1498 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,715,426 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $7,412 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,412 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $187,496 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $187,496 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $279,817 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $16,623,511 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $279,817 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,760 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,760 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $479,485 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $479,485 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $6,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,075 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,075 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $71,635 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $71,635 | OtherProfFeesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $77,785 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $74,710 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,075 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $323,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $323,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $400,985 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $74,710 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $326,275 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $78,500 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $404,775 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,024,620 | CashBOYAmt |
| Cash EOY | $78,752 | CashEOYAmt |
| Cash EOYFMV | $78,752 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,893,856 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,243,200 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,045,690 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,862,632 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,537,656 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,590,984 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,781,108 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,859,608 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,715,426 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $6,781,108 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,859,608 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,781,108 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,859,608 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,781,108 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,859,608 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,781,108 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $78,500 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,859,608 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,859,608 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| UBS - SHORT TERM GAIN | P | $11,736,329 | $11,712,552 | $114,574 | $23,777 |
| UBS - LONG TERM GAIN | P | $4,887,182 | $4,768,178 | $165,243 | $119,004 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $279,817 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $295,802 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,294,134 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046996 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $179,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,186,765 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.034511 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $140,354 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,850,573 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.03645 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $66,273 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,695,317 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.024588 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,793 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,465,520 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.002588 | DistributionYr5Rt |
| Total Distribution | 0.145133 | TotalDistributionRt |
| Average Distribution | 0.029027 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,212,987 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $209,371 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,048 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $213,419 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $326,275 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $4,048 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,048 | SubtotalAmt |
| Tax Based On Investment Income | $4,048 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,304 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,304 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $11 | EsPenaltyAmt |
| Tax Due | $2,755 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GAYE SCHWARZ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3172901140 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3600 WOODVIEW TRACE | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46268 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| GAYE SCHWARZ | ||||||||
| 3600 Woodview Trace Suite 300 | Indianapolis | IN | 46268 | DIRECTOR | 0 | $0 | $0 | $0 |
| LYNN SCHWARZ | ||||||||
| 3600 Woodview Trace Suite 300 | Indianapolis | IN | 46268 | DIRECTOR | 0 | $0 | $0 | $0 |
| JILL SCHWARZ | ||||||||
| 3600 Woodview Trace Suite 300 | Indianapolis | IN | 46268 | DIRECTOR | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,240,260 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $82,569 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,322,829 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,322,829 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $109,842 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,212,987 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $360,649 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $360,649 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,048 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,048 | TotalTaxAmt |
| Distributable Before Adj | $356,601 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $356,601 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $356,601 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $326,275 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $326,275 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,048 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $322,227 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $356,601 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $270,854 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $326,275 | QualifyingDistributionsAmt |
| Applied To Year1 | $270,854 | AppliedToYear1Amt |
| Applied To Current Year | $55,421 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $301,180 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GAYE SCHWARZ LYNN SCHWARZ AND JIL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| OHIO FOUNDATION OF INDEPENDENT COLLEGES | |||||||
| 250 EAST BROAD STREET SUITE 1700 | COLUMBUS | OH | 43215 | NONE | PC | GENERAL | $146,200 |
| CHILDREN FIRST INC | |||||||
| 1723 NORTH ORANGE AVENUE | SARASOTA | FL | 34236 | NONE | PC | GENERAL | $25,000 |
| ZIONSVILLE EDUCATIONAL FUND | |||||||
| 900 MULBERRY STREET | ZIONSVILLE | IN | 46077 | NONE | PC | GENERAL | $30,000 |
| TURNSTONE CENTER | |||||||
| 3320 NORTH CLINTON STREET | FORT WAYNE | IN | 46805 | NONE | PC | GENERAL | $10,000 |
| RILEY CHILDREN'S FOUNDATION | |||||||
| 30 SOUTH MERIDIAN STREET SUITE 200 | INDIANAPOLIS | IN | 46204 | NONE | PC | GENERAL | $15,000 |
| INDIANA CHILDRENS WISH FUND | |||||||
| 6081 E 82ND STREET | INDIANAPOLIS | IN | 46250 | NONE | PC | GENERAL | $15,000 |
| SCHOOL ON WHEELS | |||||||
| 2605 E 62ND STREET NO 2005 | INDIANAPOLIS | IN | 46220 | NONE | PC | GENERAL | $25,000 |
| HAMILTON SOUTHEASTERN SCHOOLS FOUNDATION INC | |||||||
| 13485 CUMBERLAND ROAD | FISHERS | IN | 46038 | NONE | PC | GENERAL | $30,000 |
| AAI SCHOLARSHIP FUND INC | |||||||
| 135 N PENNSYLVANIA ST STE 1175 | INDIANAPOLIS | IN | 46204 | NONE | PC | GENERAL | $4,500 |
| BROOKE'S PLACE FOR GRIEVING YOUNG PEOPLE | |||||||
| 8935 N MERIDIAN STREET SUITE 200 | INDIANAPOLIS | IN | 46260 | NONE | PC | GENERAL | $9,000 |
| CHRISTEL HOUSE INTERNATIONAL INC | |||||||
| 10 WEST MARKET STREET | INDIANAPOLIS | IN | 46204 | NONE | PC | GENERAL | $9,000 |
| BEST BUDDIES INTERNATIONAL INC | |||||||
| 100 SE 2ND STREET SUITE 2200 | MIAMI | FL | 33131 | NONE | PC | GENERAL | $4,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $323,200 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,412 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $187,496 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $279,817 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,760 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $479,485 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $479,485 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | UBS-PUBLICLY TRADED SECURITIES | StockNm |
| EOY Book Value | $5,243,200 | EOYBookValueAmt |
| EOYFMV | $6,045,690 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | UBS - MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,537,656 | BookValueAmt |
| EOYFMV | $1,590,984 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Revenue And Expenses Per Books | $4,760 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,760 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISOR FEES | CategoryTxt |
| Amt | $71,635 | Amt |
| Net Investment Income | $71,635 | NetInvestmentIncomeAmt |