AVIS FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- AVIS FOUNDATION INC (EIN 20-5063209)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-15
- IRS object ID
- 202021369349101552
- Schema version
- 2019v5.0
- 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-PF
- Schedule B
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-15T14:32:09-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 351679361 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEONARD J ANDORFER & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 W BERRY STREET STE 2202 | AddressLine1Txt |
| City | FORT WAYNE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 468022311 | 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 | 205063209 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AVIS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AVIS | BusinessNameControlTxt |
| Phone | 7659988139 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 218 | AddressLine1Txt |
| City | UPLAND | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 469890218 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTHA SONGER | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 7659988135 | PhoneNum |
| Signature | 2020-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CYNTHIA M WIRTNER CPA | PreparerPersonNm |
| PTIN | P00017581 | PTIN |
| Phone | 2604239405 | PhoneNum |
| Preparation | 2020-05-06 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 184.17.158.86 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-06 | IPDt |
| IP Tm | 10:15:37 | IPTm |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B4BE319B5654FCFC8DD2A91073DBBAC707CEFC9E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B4BE319B5654FCFC8DD2A91073DBBAC707CEFC9E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $21,195,477 | 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 | $332,170 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $14,830 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14,830 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $14,830 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $398,526 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $398,526 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $398,526 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,690,884 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,784,249 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $18,513 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $24,564 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $24,564 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $24,564 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $4,460,974 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $456,433 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $437,920 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $5,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,025 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $1,025 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $11,151 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11,151 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $11,151 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $102,717 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $102,407 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $102,407 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $310 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $120,393 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $113,558 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $113,558 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,835 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $825,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $825,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $945,393 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $113,558 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $113,558 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $831,835 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,515,581 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $342,875 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $324,362 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,214,582 | CashBOYAmt |
| Sav And Temp Cash Invst EOY | $71,983 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $71,983 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations EOY | $3,576,616 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,577,273 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $13,187,298 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,794,817 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,220,086 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $1,858,510 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,867,928 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $415,219 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,031,650 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,459,103 | OtherInvestmentsEOYFMVAmt |
| Other Assets EOY | -$896 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | -$896 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $15,817,099 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,332,680 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,195,477 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $15,817,099 | RetainedEarningBOYAmt |
| Retained Earning EOY | $19,332,680 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,817,099 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,332,680 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,817,099 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,332,680 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,817,099 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,515,581 | ExcessRevenueOverExpensesAmt |
| Subtotal | $19,332,680 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $19,332,680 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $18,513 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $16,011 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,456,268 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.010995 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $44,011 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $161,327 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.272806 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $95,086 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $147,452 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.644861 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $41,129 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $163,520 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.251523 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $62,911 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $153,953 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.408638 | DistributionYr5Rt |
| Total Distribution | 1.588823 | TotalDistributionRt |
| Average Distribution | 0.317765 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $19,821,008 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $6,298,423 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,429 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $6,301,852 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $831,835 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,858 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,858 | SubtotalAmt |
| Tax Based On Investment Income | $6,858 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $260 | EsPenaltyAmt |
| Tax Due | $7,118 | 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 | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | AVISFOUNDATIONINC.ORG | WebsiteAddressTxt |
| Individual With Books | SALLY BRINER | IndividualWithBooksNm |
| Phone | 7659988139 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 218 | AddressLine1Txt |
| City | UPLAND | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 469890218 | 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 |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| ANGELA DARLINGTON | ||||||||
| PO BOX 218 | UPLAND | IN | 469890218 | PRESIDENT/DI | 1.00 | $1,500 | $0 | $0 |
| SALLY BRINER | ||||||||
| PO BOX 218 | UPLAND | IN | 469890218 | TREASURER | 2.00 | $500 | $0 | $0 |
| MARTHA SONGER | ||||||||
| PO BOX 218 | UPLAND | IN | 469890218 | EXECUTIVE DI | 40.00 | $0 | $0 | $0 |
| NORMA KORPORAL | ||||||||
| POBOX 218 | UPLAND | IN | 469890218 | SECRETARY | 0.50 | $500 | $0 | $0 |
| MARYLOU HABECKER | ||||||||
| PO BOX 218 | UPLAND | IN | 469890218 | VICE PRESIDE | 0.50 | $1,500 | $0 | $0 |
| DR SUSAN WILCZYNSKI | ||||||||
| PO BOX 218 | UPLAND | IN | 469890218 | DIRECTOR | 0.50 | $1,500 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $18,492,117 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,630,734 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,122,851 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $20,122,851 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $301,843 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,821,008 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $991,050 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $991,050 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,858 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,858 | TotalTaxAmt |
| Distributable Before Adj | $984,192 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $984,192 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $984,192 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $831,835 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $831,835 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $831,835 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $984,192 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $3,420 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $32,953 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $87,713 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $35,945 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $160,031 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $831,835 | QualifyingDistributionsAmt |
| Applied To Current Year | $831,835 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $152,357 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $152,357 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,674 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $7,674 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $7,674 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARTHA SONGER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1909 S MAIN STREET | AddressLine1Txt |
| City | UPLAND | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46989 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7659988100 | RecipientPhoneNum |
| Form And Info And Materials | COMPLETE LETTER OF INQUIRY BY MARCH 1 IN ANY CALENDAR YEAR. IT THE LOI IS APPROVED, GRANT SEEKERS WILL BE REQUIRED TO SUBMIT A FULL GRANT PROPOSAL FOLLOWING PUBLISHED GRANT GUIDELINES AVAILABLE ON THE WEBSITE BY JULY 30 OF THAT SAME CALENDAR YEAR. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | ALL GRANT APLICANTS ARE REQUESTED TO SUBMIT A LETTER OF INQUIRY (LOI) PRIOR TO MARCH 1 IN ANY CALEND | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE MISSION OF AVIS FOUNDATION, INC. IS TO MAKE IMPACTFUL GIFTS TO ORGANIZATIONS DEVOTED TO IMPROVING QUALITY OF LIFE IN COMMUNITIES THROUGH THEIR COMMITMENT TO THE ARTS, EDUCATION, ENTREPRENEURSHIP AND AUTISM. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANDERSON UNIVERSITY | |||||||
| 1100 E 5TH ST | ANDERSON | IN | 46012 | NONE | PUBLIC | BAHAMIAN SCHOLARSHIPS | $90,000 |
| BALL STATE UNIVERSITY FOUNDATION | |||||||
| 2000 W UNIVERSITY AVE | MUNCIE | IN | 47306 | NONE | PUBLIC | AUTISM CAMP | $95,000 |
| BALL STATE UNIVERSITY FOUNDATION | |||||||
| 2000 W UNIVERSITY AVE | MUNCIE | IN | 47306 | NONE | PUBLIC | AUTISM CAMP | $250,000 |
| EITELJORG MUSEUM | |||||||
| 500 W WASHINGTON ST | INDIANAPOLIS | IN | 46204 | NONE | PUBLIC | SPECIAL EVENT SUPPORT | $250,000 |
| TAYLOR UNIVERSITY | |||||||
| 236 W READE AVE | UPLAND | IN | 46989 | NONE | PUBLIC | BAHAMIAN SCHOLARSHIPS | $140,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $825,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,830 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $398,526 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,564 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,513 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,672,371 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $456,433 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,672,371 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,128,804 | 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 | Yes (true) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail (2 entries)
| Organization TypeOrganizationTypeDesc | Relationship DescriptionRelationshipDescriptionTxt |
|---|---|
| BOREN FOUNDATION INC | |
| 501 (C) (3) | COMMON DIRECTORS OR OFFICERS |
| LELALO FOUNDATION INC | |
| 501 (C) (3) | COMMON DIRECTORS OR OFFICERS |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | LELAND BOREN IRA BENEFICIARY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 218 | AddressLine1Txt |
| City | UPLAND | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 469890218 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $332,170 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,025 | Amt |
| Disbursements Charitable Prps | $1,025 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (22 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| BARCLAYS BANK PLC | 2019-05 | PURCHASE | 2019-12 | $250,000 | $250,000 | |
| BRANDES EMERGING MKTS | PURCHASE | 2019-06 | $87,202 | $78,511 | $8,691 | |
| BRANDES EMERGING MKTS | 2019-03 | PURCHASE | 2019-06 | $296 | $285 | $11 |
| BRISTOL MYERS SQUIBB | PURCHASE | 2019-05 | $221,645 | $251,063 | -$29,418 | |
| BRISTOL MYERS SQUIBB | 2019-11 | PURCHASE | 2019-12 | $1,338 | $1,076 | $262 |
| CIGNA CORP | PURCHASE | 2019-06 | $7,398 | $8,926 | -$1,528 | |
| CELEGEN CORP MERGER | PURCHASE | 2019-11 | $50,876 | $29,994 | $20,882 | |
| COMCAST CORP | 2019-07 | PURCHASE | 2019-11 | $101,353 | $101,031 | $322 |
| XTRACKERS MSCI | PURCHASE | 2019-06 | $31,383 | $27,133 | $4,250 | |
| EXXON MOBIL | PURCHASE | 2019-05 | $91,211 | $82,237 | $8,974 | |
| INGREDION INC | PURCHASE | 2019-05 | $25,254 | $27,420 | -$2,166 | |
| JPMORGAN CHASE | PURCHASE | 2019-07 | $2,198,514 | $1,930,436 | $268,078 | |
| OLD NATL BANCOR | PURCHASE | 2019-06 | $115,368 | $107,199 | $8,169 | |
| PHILLIPS 66 | PURCHASE | 2019-05 | $41,183 | $41,352 | -$169 | |
| REGAL BELOIT CORP | PURCHASE | 2019-06 | $229,828 | $203,145 | $26,683 | |
| ENERGY SELECT SECTOR | PURCHASE | 2019-05 | $18,322 | $16,689 | $1,633 | |
| SIFCO INDUSTRIES | PURCHASE | 2019-06 | $2,975 | $3,450 | -$475 | |
| STEEL DYNAMICS | PURCHASE | 2019-06 | $105,969 | $120,160 | -$14,191 | |
| TIFFANY & CO NEW COMMON | PURCHASE | 2019-06 | $184,621 | $161,020 | $23,601 | |
| US TSY NOTE | 2019-06 | PURCHASE | 2019-09 | $200,000 | $200,000 | |
| WESTROCK CO | PURCHASE | 2019-06 | $146 | $151 | -$5 | |
| WODWARD INC | PURCHASE | 2019-07 | $9,800,854 | $6,452,087 | $3,348,767 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (15 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SHELL INTERNATL FIN | $75,118 | $75,044 |
| ABBVIE INC | $100,002 | $100,150 |
| AMERICAN EXPRESS CRD | $149,976 | $150,182 |
| BK OF MONTREAL | $100,052 | $100,117 |
| VMWARE INC | $74,929 | $75,106 |
| AMER HONDA FIN | $100,202 | $100,353 |
| BK OF AMER | $150,171 | $150,860 |
| CISCO SYSTEMS | $149,859 | $150,878 |
| CITIGROUP | $150,346 | $151,409 |
| WALMART INC | $152,163 | $153,207 |
| ORACLE CORP | $99,531 | $100,210 |
| BK OF NY MELLON | $152,743 | $154,116 |
| MCDONALDS CORP | $150,894 | $152,160 |
| MERCK | $100,795 | $100,999 |
| PEPSICO | $151,729 | $153,137 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (48 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC | $33,439 | $42,860 |
| AMAZON | $42,055 | $51,740 |
| AMERICAN TOWER | $38,598 | $56,076 |
| APPLE | $64,043 | $119,222 |
| AT & T | $33,820 | $46,310 |
| BRISTOL MYERS SQUIBB | $26,161 | $30,041 |
| CELGENE | ||
| CHEVRON | $39,382 | $43,625 |
| CIGNA | ||
| CISCO SYSTEMS | $42,073 | $46,569 |
| COCA COLA | $25,853 | $30,221 |
| COMCAST | $38,136 | $50,366 |
| CSX CORP | $53,245 | $62,013 |
| EXXON MOBIL | ||
| FEDEX | $23,070 | $21,623 |
| FIFTH THIRD BANCORP | $23,530 | $30,740 |
| FIRST ENERGY | $22,192 | $28,723 |
| INGREDION INC | ||
| INTEL | $39,656 | $50,573 |
| INTERCONTINENTAL EXCHANGE | $13,559 | $16,659 |
| JPMORGAN CHASE | $634,530 | $906,100 |
| ELI LILLY | $130,764 | $148,516 |
| MEDTRONIC | $43,843 | $54,683 |
| MERCK | $33,544 | $39,927 |
| MICROSOFT | $58,707 | $91,151 |
| OLD NATONAL BANCORP | $308,000 | $365,800 |
| PEPSICO | $31,266 | $38,678 |
| PHIILLIPS 66 | ||
| REGAL BELOIT | $245,175 | $299,635 |
| REGIONS FINANCIAL | $21,635 | $27,748 |
| SCHLUMBERGER | $11,401 | $12,703 |
| SIFCO INDUSTRIES | ||
| SMURFIT STONE CONTAINER - BANKRUPTCY | ||
| SOUTHWEST AIRLINES | $235,282 | $273,247 |
| STEEL DYNAMICS | ||
| THERMO FISHER SCIENTIFIC | $36,030 | $52,304 |
| TIFFANY | $161,020 | $267,300 |
| TJX | $28,097 | $38,346 |
| TRAVELERS COS INC | $19,160 | $21,912 |
| UNITED PARCEL SERVICE | $9,753 | $11,706 |
| UNITED TECHNOLOGIES | $22,680 | $31,899 |
| WALT DISNEY | $38,158 | $50,331 |
| WELLS FARGO | $181,002 | $211,326 |
| WESTROCK | ||
| WOODWARD | $899,355 | $1,433,835 |
| YUM CHINA | $9,757 | $13,971 |
| YUM BRANDS | $26,749 | $29,312 |
| ZIMMER BIOMET | $50,097 | $72,295 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $3,576,616 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $3,577,273 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (24 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BLACKROCK STRATEGIC INC OP | AT COST | $405,177 | $406,813 |
| BLACKSTONE REIT | AT COST | $1,003,954 | $1,008,827 |
| BRADDOCK MULTI-STRATEGY | AT COST | $357,724 | $360,020 |
| CAMBIAR INTERNATL EQUITY | AT COST | $1,543,673 | $1,593,349 |
| CITGROUP GLOBAL MKTS | AT COST | $250,000 | $250,250 |
| COLUMBIA MORTAGE OPP | AT COST | $358,754 | $356,103 |
| CAUSEWAY EMERGING MKTS | AT COST | $638,384 | $671,991 |
| DFA EMERGING MKTS | AT COST | $103,032 | $105,615 |
| DFA INTERNATL SMALL CO | AT COST | $417,187 | $439,503 |
| DFA US MICRO CAP | AT COST | $256,326 | $267,712 |
| ENERGY SELECT EFT | AT COST | ||
| GS FINANCIAL | AT COST | $250,000 | $255,000 |
| ISHARES J MORGAN USD EMERGIN | AT COST | $456,792 | $465,686 |
| ISHARES MSCI EAFE | AT COST | $157,151 | $173,600 |
| ISHARES CORE MSCI EAFE | AT COST | $1,500,586 | $1,588,594 |
| ISHARES CORE MSCI EMERGING | AT COST | $720,078 | $752,640 |
| JPMORGAN CHASE FINANCIAL | AT COST | $250,000 | $255,500 |
| ROYAL BANK OF CANADA | AT COST | $250,000 | $246,000 |
| TEMPLETON GLOBAL SMALLER CO | AT COST | $156,544 | $189,857 |
| VANGUARD SMALL CAP | AT COST | $340,310 | $372,690 |
| VANGUARD MIDCAP GROWTH | AT COST | $191,504 | $254,048 |
| VANGUARD INFO TECHNOLOGY | AT COST | $44,544 | $65,375 |
| VANGUARD ULTRA SHORT | AT COST | $379,930 | $379,930 |
| XTRACKERS MSCI EUROPE | AT COST |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCES | Desc |
| EOY Book Value | -$896 | EOYBookValueAmt |
| EOYFMV | -$896 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|
| EXPENSES | ||||
| BANK FEES | $56 | $56 | ||
| UBS FEES | $103,072 | $103,072 | $103,072 | |
| UBS FEES REFUNDED | -$665 | -$665 | -$665 | |
| STATIONERY | $22 | $22 | ||
| MEETINGS | $232 | $232 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UBS - 3163 | Desc |
| Revenue And Expenses Per Books | $24,564 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $24,564 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $24,564 | AdjustedNetIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LELAND BOREN IRA | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 218 | AddressLine1Txt |
| City | UPLAND | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 469890183 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX - UBS 3163 | CategoryTxt |
| Amt | $11,151 | Amt |
| Net Investment Income | $11,151 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $11,151 | AdjustedNetIncomeAmt |
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