INDIANA STATE MUSEUM FOUNDATION INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
INDIANA STATE MUSEUM FOUNDATION INC (EIN 35-6202818)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-01-27
IRS object ID
202530279349302253
Schema version
2023v6.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-01-27T19:02:49-06:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN352123203PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KSM BUSINESS SERVICES INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 40857AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46240ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN356202818EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1INDIANA STATE MUSEUM FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlINDIBusinessNameControlTxt
Phone3172321637PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1650 WEST WASHINGTON STREETAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46204ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCATHRYN C FERREEPersonNm
Person TitleCEO/PRESIDENTPersonTitleTxt
Phone3172321637PhoneNum
Signature2025-01-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCASSE TATEPreparerPersonNm
PTINP01271193PTIN
Phone3175802000PhoneNum
Preparation2025-01-17PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1INDIANA STATE MUSEUM AND HISTORIC SITESBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerCATHRYN C FERREEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1650 WEST WASHINGTON STREETAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46204ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$4,306,567GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressHTTPS://WWW.INDIANAMUSEUM.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1968FormationYr
Legal Domicile StateINLegalDomicileStateCd
Activity Or MissionTHE FOUNDATION WAS ESTABLISHED TO PROMOTE AND ASSIST THE INDIANA STATE MUSEUM AND HISTORIC SITES WITH THE OBJECTIVE OF COLLECTING, PRESERVING, AND INTERPRETING INDIANA HISTORY FOR THE BENEFIT OF THE PUBLIC.ActivityOrMissionDesc
Voting Members Governing Body20VotingMembersGoverningBodyCnt
Voting Members Independent20VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers149TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$7,723,130PYContributionsGrantsAmt
CY Contributions Grants$2,148,874CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$313,722PYInvestmentIncomeAmt
CY Investment Income$465,443CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$8,036,852PYTotalRevenueAmt
CY Total Revenue$2,614,317CYTotalRevenueAmt
PY Grants And Similar Paid$3,880,596PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$7,649,238CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$8,008CYTotalFundraisingExpenseAmt
PY Other Expenses$42,241PYOtherExpensesAmt
CY Other Expenses$46,722CYOtherExpensesAmt
PY Total Expenses$3,922,837PYTotalExpensesAmt
CY Total Expenses$7,695,960CYTotalExpensesAmt
PY Revenues Less Expenses$4,114,015PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$5,081,643CYRevenuesLessExpensesAmt
Total Assets BOY$15,376,249TotalAssetsBOYAmt
Total Assets EOY$10,804,603TotalAssetsEOYAmt
Total Liabilities BOY$97,047TotalLiabilitiesBOYAmt
Total Liabilities EOY$75,393TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$15,279,202NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$10,729,210NetAssetsOrFundBalancesEOYAmt
MissionTHE FOUNDATION WAS ESTABLISHED TO PROMOTE AND ASSIST THE INDIANA STATE MUSUEM AND HISTORIC SITES WITH THE OBJECTIVE OF COLLECTING, PRESERVING AND INTERPRETING INDIANA HISTORY FOR THE BENEFIT OF THE PUBLIC.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$7,649,238ExpenseAmt
Grant$7,649,238GrantAmt
DescTHE FOUNDATION PROVIDES FINANCIAL SUPPORT FOR THE INDIANA STATE MUSEUM AND HISTORIC SITES. THE SUPPORT PROMOTES EXHIBITIONS AND EDUCATIONAL PROGRAMS HIGHLIGHTING CULTURAL HISTORY, NATURAL HISTORY, ART, AND SCIENCE.Desc
Total Program Service Expenses$7,649,238TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
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 RequiredYes (1)ScheduleJRequiredInd
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 Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
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
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 Members20GoverningBodyVotingMembersCnt
Independent Voting Member20IndependentVotingMemberCnt
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 Body0Form990ProvidedToGvrnBodyInd
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 CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldINStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DAVID DAUMBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3172345477PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1650 W WASHINGTON STAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46204ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt
WILLIAM BROWNE JR
BOARD CHAIR5.00Yes (X)Yes (X)$0$0$0
THAO T NGUYEN
VICE CHAIR5.00Yes (X)Yes (X)$0$0$0
ELIZABETH WITTE
SECRETARY5.00Yes (X)Yes (X)$0$0$0
ANDREW BRIGGS
TREASURER5.00Yes (X)Yes (X)$0$0$0
MELISSA CAITO
MEMBER1.00Yes (X)$0$0$0
FRED CATE
MEMBER1.00Yes (X)$0$0$0
LINDA CONTI
MEMBER THRU 9/5/20231.00Yes (X)$0$0$0
NANCY JORDAN
MEMBER1.00Yes (X)$0$0$0
JUDY SINGLETON
MEMBER1.00Yes (X)$0$0$0
MARY WALKER
MEMBER1.00Yes (X)$0$0$0
JOHN WECHSLER
MEMBER1.00Yes (X)$0$0$0
JORDAN GATHERS
MEMBER1.00Yes (X)$0$0$0
ANGILA RETHERFORD
MEMBER1.00Yes (X)$0$0$0
CHARLES CAMMACK JR
MEMBER1.00Yes (X)$0$0$0
DAVID GO
MEMBER1.00Yes (X)$0$0$0
DE'AMON HARGES
MEMBER1.00Yes (X)$0$0$0
MICHAEL ZICK
MEMBER1.00Yes (X)$0$0$0
PETER NAGEL
MEMBER1.00Yes (X)$0$0$0
AMBER FINLEY
MEMBER1.00Yes (X)$0$0$0
MARC SAMARDZIJA
MEMBER1.00Yes (X)$0$0$0
ANDY CONNER
MEMBER1.00Yes (X)$0$0$0
CATHRYN C FERREE
CEO/PRESIDENT10.00Yes (X)$0$236,934$54,67631.00
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$236,934TotReportableCompRltdOrgAmt
Total Other Compensation$54,676TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Membership Dues$338,407MembershipDuesAmt
Government Grants$1,035,415GovernmentGrantsAmt
All Other Contributions$775,052AllOtherContributionsAmt
Total Contributions$2,148,874TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$505,970TotalRevenueColumnAmt
Exclusion$505,970ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,651,723SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,692,250SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$40,527SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$40,527TotalRevenueColumnAmt
Exclusion-$40,527ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,614,317TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$465,443ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$7,649,238TotalAmt
Program Services$7,649,238ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$38,714TotalAmt
Management And General$38,714ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescDEVELOPMENT EXPENSEDesc
Total$8,008TotalAmt
Fundraising$8,008FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$7,695,960TotalAmt
Program Services$7,649,238ProgramServicesAmt
Management And General$38,714ManagementAndGeneralAmt
Fundraising$8,008FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$7,915,823BOYAmt
EOY$2,943,419EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$180,933BOYAmt
EOY$210,341EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$7,182,446BOYAmt
EOY$7,575,450EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$97,047BOYAmt
EOY$75,393EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$15,376,249BOYAmt
EOY$10,804,603EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$97,047BOYAmt
EOY$75,393EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$97,047BOYAmt
EOY$75,393EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,975,649BOYAmt
EOY$3,439,722EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$12,303,553BOYAmt
EOY$7,289,488EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$15,279,202BOYAmt
EOY$10,729,210EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$15,376,249BOYAmt
EOY$10,804,603EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$5,081,643ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$531,651NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,137,954CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,746,199CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,073,688CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,723,130CurrentTaxYearMinus1YearAmt
Current Tax Year$2,148,874CurrentTaxYearAmt
Total$18,829,845TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,137,954CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,746,199CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,073,688CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,723,130CurrentTaxYearMinus1YearAmt
Current Tax Year$2,148,874CurrentTaxYearAmt
Total$18,829,845TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$33,785CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$282,690CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$608,200CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,585,050CurrentTaxYearMinus1YearAmt
Current Tax Year$119,687CurrentTaxYearAmt
Total$3,629,412TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$33,785CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$282,690CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$608,200CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,585,050CurrentTaxYearMinus1YearAmt
Current Tax Year$119,687CurrentTaxYearAmt
Total$3,629,412TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$15,200,433PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$169,912CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$123,065CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$272,739CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$313,022CurrentTaxYearMinus1YearAmt
Current Tax Year$505,970CurrentTaxYearAmt
Total$1,384,708TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$169,912CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$123,065CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$272,739CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$313,022CurrentTaxYearMinus1YearAmt
Current Tax Year$505,970CurrentTaxYearAmt
Total$1,384,708TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,307,866CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,869,264CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,346,427CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$8,036,152CurrentTaxYearMinus1YearAmt
Current Tax Year$2,654,844CurrentTaxYearAmt
Total$20,214,553TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.75200PublicSupportCY509Pct
Public Support PY5090.77780PublicSupportPY509Pct
Investment Income CY0.06850InvestmentIncomeCYPct
Investment Income PY0.05090InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

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

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,809,664BeginningYearBalanceAmt
Investment Earnings Or Losses$360,217InvestmentEarningsOrLossesAmt
Other Expenditures$300,000OtherExpendituresAmt
End Year Balance$2,869,881EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,368,458BeginningYearBalanceAmt
Contributions$175,000ContributionsAmt
Investment Earnings Or Losses$266,206InvestmentEarningsOrLossesAmt
End Year Balance$2,809,664EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,653,326BeginningYearBalanceAmt
Investment Earnings Or Losses-$274,903InvestmentEarningsOrLossesAmt
Administrative Expenses$9,965AdministrativeExpensesAmt
End Year Balance$2,368,458EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,917,526BeginningYearBalanceAmt
Investment Earnings Or Losses$746,367InvestmentEarningsOrLossesAmt
Administrative Expenses$10,567AdministrativeExpensesAmt
End Year Balance$2,653,326EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,867,769BeginningYearBalanceAmt
Investment Earnings Or Losses$59,140InvestmentEarningsOrLossesAmt
Administrative Expenses$9,383AdministrativeExpensesAmt
End Year Balance$1,917,526EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.67000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.33000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescBENEFICIAL INTEREST IN TRUSTDesc
Amt$75,393Amt
FieldValueIRS element (for citing)
Total Liability$75,393TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$3,107,254TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$531,651NetUnrealizedGainsInvstAmt
Revenue Not Reported$531,651RevenueNotReportedAmt
Revenue Subtotal$2,575,603RevenueSubtotalAmt
Investment Expenses Not Incld$38,714InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$38,714RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,614,317TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$8,008TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$8,008ExpensesSubtotalAmt
Investment Expenses Not Incld2$38,714InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$7,649,238OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$7,687,952ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$7,695,960TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE ENDOWMENT FUNDS HELD BY INDIANA STATE MUSEUM FOUNDATION INC. MAY BE USED ONLY TO SUPPORT THE PROGRAMS AND OPERATIONS OF INDIANA STATE MUSEUM AND HISTORIC SITES CORPORATION (A RELATED ORGANIZATION).
PART XII, LINE 4B - OTHER ADJUSTMENTS:TRANSFER OF CASH TO INDIANA STATE MUSEUM AND HISTORIC SITES 7,649,238.

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1INDIANA STATE MUSEUM AND HISTORIC SITES CORPORATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1650 WEST WASHINGTON STREETAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46204ZIPCd
FieldValueIRS element (for citing)
Recipient EIN452282284RecipientEIN
IRC SectionGOVERNMENTALIRCSectionDesc
Cash Grant$7,649,238CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Purpose Of GrantSUPPORT OF INDIANA STATE MUSEUM AND HISTORIC SITESPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationGRANT FUNDS WERE AWARDED ONLY TO INDIANA STATE MUSEUM AND HISTORIC SITES CORPORATION, A RELATED ORGANIZATION.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonCATHRYN C FERREEPersonNm
TitleCEO/PRESIDENTTitleTxt
Base Compensation Filing Org$0BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$236,934CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$23,470DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$31,206NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$0TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$291,610TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 3FormAndLineReferenceDesc
ExplanationTHE CEO/PRESIDENT IS COMPENSATED THROUGH A RELATED ORGANIZATION.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BA DRAFT OF THE FORM 990 IS PROVIDED TO THE CHAIRPERSON OF THE AUDIT COMMITTEE. A COPY OF THE FORM 990 EXCLUDING SCHEDULE B, SCHEDULE OF CONTRIBUTORS (WHICH IS NOT A REQUIRED DISCLOSURE PURSUANT TO INTERNAL REVENUE CODE (IRC) SECTION 6104), IS PROVIDED TO ALL OTHER MEMBERS OF THE AUDIT AND FINANCE COMMITTEE AS WELL AS THE BOARD OF THE INDIANA STATE MUSEUM FOUNDATION, INC. PRIOR TO THE FILING DEADLINE. ADDITIONALLY A COPY OF THE FORM 990 EXCLUDING SCHEDULE B, SCHEDULE OF CONTRIBUTORS IS PROVIDED TO EVERY VOTING MEMBER OF THE INDIANA STATE MUSEUM AND HISTORICAL SITES CORPORATION BEFORE IT IS FILED WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CCONFLICT OF INTEREST FORMS ARE COMPLETED BY THE ENTIRE BOARD AND REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE.
FORM 990, PART VI, SECTION B, LINE 15THERE IS NO COMPENSATION PAID FROM THIS ENTITY, THEREFORE THERE ARE NOT POLICIES GOVERNING THE APPROVAL OF COMPENSATION. COMPENSATION IS PAID FROM INDIANA STATE MUSEUM AND HISTORIC SITES CORPORATION.
FORM 990, PART VI, SECTION C, LINE 18DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART VI, SECTION C, LINE 19THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT GENERALLY AVAILABLE TO THE PUBLIC.
FORM 990 PART XII, LINE 2CTHE AUDIT OVERSIGHT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1INDIANA STATE MUSEUM AND HISTORIC SITES CORPORATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1650 WEST WASHINGTON STREETAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46204ZIPCd
FieldValueIRS element (for citing)
EIN452282284EIN
Primary ActivitiesOPERATE THE INDIANA STATE MUSEUM AND HISTORIC SITESPrimaryActivitiesTxt
Legal Domicile StateINLegalDomicileStateCd
Exempt Code SectionGOVERNMENTALExemptCodeSectionTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1INDIANA STATE MUSEUM AND HISTORIC SITES CORPORATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeBTransactionTypeTxt
Involved$7,649,238InvolvedAmt
Method Of Amount DeterminationACTUAL AMOUNTMethodOfAmountDeterminationTxt

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