JOHN W ANDERSON FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- JOHN W ANDERSON FOUNDATION (EIN 35-6070695)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-11
- IRS object ID
- 201811319349102161
- Schema version
- 2017v2.2
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-11T15:17:48-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 352123203 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KSM BUSINESS SERVICES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 40857 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 462400857 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 356070695 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN W ANDERSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 2194624611 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 402 WALL STREET | AddressLine1Txt |
| City | VALPARAISO | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46383 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRUCE WARGO | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 2194624611 | PhoneNum |
| Signature | 2018-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CASSE TATE | PreparerPersonNm |
| PTIN | P01271193 | PTIN |
| Phone | 3175802000 | PhoneNum |
| Preparation | 2018-05-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $267,045,622 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $2,175,637 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,175,637 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,648,205 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,648,205 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $18,298,932 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $67,421,837 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $18,298,932 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $85,555 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $85,555 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $24,208,329 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $24,208,329 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $521,668 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $521,668 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $54,900 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $54,900 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $42,606 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $42,635 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,476 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,476 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $39,025 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $38,675 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $848,419 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $848,419 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $496,798 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $31,325 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $2,347 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $50,657 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $50,586 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $87,840 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $54,949 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $32,382 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,147,736 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $934,693 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $744,322 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,083,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,083,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,231,486 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $934,693 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,828,072 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $11,976,843 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $23,273,636 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,046,426 | CashBOYAmt |
| Cash EOY | $1,085,555 | CashEOYAmt |
| Cash EOYFMV | $1,085,555 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $11,796,610 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,359,507 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,359,507 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $4,319 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $4,407 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $4,407 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $171,272,028 | CorporateStockBOYAmt |
| Corporate Stock EOY | $173,794,826 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $173,794,826 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $45,346,541 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $50,332,093 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $50,332,093 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $15,597,798 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $39,238,732 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $39,238,732 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $108,621 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $98,912 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,475 | LandBOYAmt |
| Land EOY | $9,709 | LandEOYAmt |
| Land EOYFMV | $9,709 | LandEOYFMVAmt |
| Other Assets BOY | $198,843 | OtherAssetsBOYAmt |
| Other Assets EOY | $220,793 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $220,793 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $245,265,040 | TotalAssetsBOYAmt |
| Total Assets EOY | $267,045,622 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $267,045,622 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $61,349 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $66,530 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $15,597,798 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $8,499,137 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $15,659,147 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,565,667 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $229,605,893 | UnrestrictedBOYAmt |
| Unrestricted EOY | $258,479,955 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $229,605,893 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $258,479,955 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $245,265,040 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $267,045,622 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $229,605,893 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $11,976,843 | ExcessRevenueOverExpensesAmt |
| Other Increases | $17,358,361 | OtherIncreasesAmt |
| Subtotal | $258,941,097 | SubtotalAmt |
| Other Decreases | $461,142 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $258,479,955 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICY TRADED SECURITIES | $67,079,428 | $49,122,905 | $17,956,523 | $17,956,523 | |
| CF MESIROW ABSOLUTE RETURN FD LTD CL S | $1,194 | $1,194 | $1,194 | P | |
| ARROWSTREET INTERNATIONAL EQUITY ACWI | $341,215 | $341,215 | $341,215 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $18,298,932 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $11,446,467 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $222,395,895 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051469 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $10,713,957 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $232,737,688 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046034 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $9,718,809 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $235,874,195 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.041203 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $9,433,569 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $214,950,772 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043887 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $9,289,634 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $193,897,531 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047910 | DistributionYr5Rt |
| Total Distribution | 0.230503 | TotalDistributionRt |
| Average Distribution | 0.046101 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $242,563,883 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $11,182,438 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $232,736 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $11,415,174 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $10,828,072 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $465,473 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $465,473 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $465,473 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $530,102 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $530,102 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $64,629 | OverpaymentAmt |
| Applied To ES Tax | $64,629 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BRUCE W WARGO | IndividualWithBooksNm |
| Phone | 2194624611 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 402 WALL STREET | AddressLine1Txt |
| City | VALPARAISO | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46383 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM N VINOVICH | ||||||||
| 402 WALL STREET | VALPARAISO | IN | 46383 | VICE CHAIRMAN AND TRUSTEE | 20.00 | $138,290 | $0 | $0 |
| BRUCE W WARGO | ||||||||
| 402 WALL STREET | VALPARAISO | IN | 46383 | CHAIRMAN AND TRUSTEE | 20.00 | $140,324 | $0 | $0 |
| CHARLES W CONOVER | ||||||||
| 402 WALL STREET | VALPARAISO | IN | 46383 | GRANTS ANALYST AND TRUSTEE | 20.00 | $78,488 | $0 | $0 |
| CLYDE D COMPTON | ||||||||
| 402 WALL STREET | VALPARAISO | IN | 46383 | SECRETARY, GENERAL COUNSEL AND TRUSTEE | 20.00 | $115,093 | $0 | $0 |
| JOHN J DIEDERICH | ||||||||
| 402 WALL STREET | VALPARAISO | IN | 46383 | TRUSTEE | 20.00 | $49,473 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SANDS CAPITAL MANAGEMENT LLC | |||||
| 1100 WILSON BLVD SUITE 3050 | ARLINGTON | VA | 22209 | INVESTMENT COUNSELOR | $214,989 |
| BARROW HANLEY MEWHINNEY & STRAUSS | |||||
| 2200 ROSS AVE 31ST FLOOR | DALLAS | TX | 75201 | INVESTMENT COUNSELOR | $177,855 |
| CHAMPLAIN INVESTMENT PARTNERS | |||||
| 180 BATTERY ST | BURLINGTON | VT | 05401 | INVESTMENT COUNSELOR | $107,037 |
| NORTHERN TRUST COMPANY | |||||
| 50 S LASALLE ST | CHICAGO | IL | 60675 | CUSTODIAL BANK | $94,504 |
| SEGAL MARCO ADVISORS | |||||
| 101 N WACKER DRIVE SUITE 500 | CHICAGO | IL | 60606 | INVESTMENT COUNSELOR | $91,163 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $245,485,679 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $757,954 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $14,116 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $246,257,749 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $246,257,749 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,693,866 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $242,563,883 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $12,128,194 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $12,128,194 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $465,473 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $465,473 | TotalTaxAmt |
| Distributable Before Adj | $11,662,721 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $11,662,721 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $11,662,721 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,828,072 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $10,828,072 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $10,828,072 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,662,721 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $10,732,918 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,828,072 | QualifyingDistributionsAmt |
| Applied To Year1 | $10,732,918 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $95,154 | 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 |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $11,567,567 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE BOARD OF TRUSTEES CO WILLIAM N | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 402 WALL STREET | AddressLine1Txt |
| City | VALPARAISO | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46383 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2194624611 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS FOR GRANTS SHOULD INCLUDE BUT NOT NECESSARILY BE LIMITED TO THE FOLLLOWING INFORMATION: 1. PURPOSE OR ORGANIZATION AND PROPOSED USE OF GRANT 2. LIST OF OFFICERS OF THE ORGANIZATION 3. STATEMENT OF BUDGET: FINANCIAL STATEMENTS 4. COPY OF INTERNAL REVENUE SERVICE LETTER APPROVING TAX-EXEMPT STATUS UNDER SECTION 501(C)(3) 5. CERTIFICATION OF 509(A)(1) OR 509(A)(2) STATUS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THERE ARE NO SUBMISSION DEADLINES. EACH APPLICATION IS REVIEWED ON A TIMELY BASIS. | SubmissionDeadlinesTxt |
| Restrictions On Awards | AWARDS ARE RESTRICTED TO TAX-EXEMPT, NONPROFIT ORGANIZATIONS WHICH ARE NOT CLASSIFIED AS PRIVATE FOUNDATIONS UNDER SECTION 509(A). THEY ARE ALSO LIMITED PRIMARILY TO ORANIZATIONS SERVING LAKE AND PORTER COUNTIES OF NORTHWEST INDIANA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (242 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AFRICAN AMERICAN ACHIEVERS YOUTH CORPS INC | |||||||
| PO BOX 64622 | GARY | IN | 46401 | PC | CAPITAL | $5,000 | |
| ALPHA CHI CHAPTER OF KAPPA ALPHA THETA EDUCATIONAL FOUNDATION INC | |||||||
| 2521 GALA DR | WEST LAFAYETTE | IN | 47906 | PC | OPERATING/CAPITAL | $10,000 | |
| ALS FOUNDATION (LES TURNER) | |||||||
| 5550 W TOUHY AVE STE 302 | SKOKIE | IL | 60077 | PC | OPERATING | $5,000 | |
| ALZHEIMER'S ASSOCIATION | |||||||
| 919 N MICHIGAN STE 1000 | CHICAGO | IL | 60611 | PC | OPERATING | $5,000 | |
| AMERICAN CANCER SOCIETY | |||||||
| 225 N MICHIGAN AVE STE 1200 | CHICAGO | IL | 60601 | PC | OPERATING | $20,000 | |
| AMERICAN CANCER SOCIETY LAKESHORE DIVISION | |||||||
| 130 RED COACH DR | MISHAWAKA | IN | 46545 | PC | OPERATING | $30,000 | |
| AMERICAN DIABETES ASSOC INDIANA AREA | |||||||
| 8604 ALLISONVILLE RD STE 140 | INDIANAPOLIS | IN | 46250 | PC | OPERATING | $5,000 | |
| AMERICAN HEART ASSOCIATION MIDWEST AFFILIATE | |||||||
| 208 S LASALLE ST STE 900 | CHICAGO | IL | 60604 | PC | OPERATING | $15,000 | |
| AMERICAN RED CROSS OF NORTHWEST INDIANA | |||||||
| 791 E 83RD AVE | MERRILLVILLE | IN | 46410 | PC | OPERATING | $55,000 | |
| ANSWER FOR PREGNANCY AID | |||||||
| PO BOX 157 | HOBART | IN | 46342 | PC | OPERATING | $5,000 | |
| ART BARN SCHOOL OF ART INC | |||||||
| 695 N 400 E | VALPARAISO | IN | 46383 | PC | OPERATING | $5,000 | |
| ASSOCIATION OF ARTISTS & CRAFTSMEN OF PORTER COUNTY INC | |||||||
| 115 S 4TH ST | CHESTERTON | IN | 46304 | PC | OPERATING | $3,000 | |
| AUTISM SOCIETY OF INDIANA | |||||||
| 1800 N MERIDIAN ST STE 600 | INDIANAPOLIS | IN | 46202 | PC | OPERATING | $5,000 | |
| BALL STATE UNIVERSITY | |||||||
| 2000 W UNIVERSITY AVE | MUNCIE | IN | 47306 | PC | OPERATING | $100,000 | |
| BEACHFRONT DANCE SCHOOL | |||||||
| 427 S LAKE ST | GARY | IN | 46403 | PC | OPERATING | $5,000 | |
| BISHOP NOLL INSTITUTE | |||||||
| 1519 HOFFMAN ST | HAMMOND | IN | 46327 | PC | EQUIPMENT | $5,000 | |
| BOONE GROVE HIGH SCHOOL | |||||||
| 260 S 500 W | VALPARAISO | IN | 46383 | PC | OPERATING | $5,000 | |
| BOY SCOUTS OF AMERICA LASALLE COUNCIL | |||||||
| 1340 SOUTH BEND AVE | SOUTH BEND | IN | 46617 | PC | OPERATING | $20,000 | |
| BOY SCOUTS OF AMERICA PATHWAYS TO ADVENTURE COUNCIL | |||||||
| 8751 CALUMET AVE | MUNSTER | IN | 46321 | PC | OPERATING | $75,000 | |
| BOYS & GIRLS CLUB OF MICHIGAN CITY INC | |||||||
| 321 DETROIT ST | MICHIGAN CITY | IN | 46360 | PC | OPERATING | $100,000 | |
| BOYS & GIRLS CLUBS OF AMERICA | |||||||
| 1275 PEACHTREE ST NE | ATLANTA | GA | 30309 | PC | OPERATING | $10,000 | |
| BOYS & GIRLS CLUBS OF NORTHWEST INDIANA INC | |||||||
| 8392 MISSISSIPPI ST 2ND FL | MERRILLVILLE | IN | 46410 | PC | OPERATING | $2,298,000 | |
| BOYS & GIRLS CLUBS OF PORTER COUNTY INC | |||||||
| 354 W JEFFERSON ST PO BOX 254 | VALPARAISO | IN | 46384 | PC | OPERATING | $1,548,000 | |
| BOYS & GIRLS CLUBS OF PORTER COUNTY INC | |||||||
| 354 W JEFFERSON ST PO BOX 254 | VALPARAISO | IN | 46384 | PC | OPERATING | $200,000 | |
| BROTHERS' KEEPER INC | |||||||
| 2120 BROADWAY | GARY | IN | 46407 | PC | OPERATING/CAPITAL | $100,000 | |
| BULLDOG ATHLETIC BOOSTERS INC | |||||||
| 1500 S MAIN ST | CROWN POINT | IN | 46307 | PC | OPERATING | $10,000 | |
| CALL A RIDE INC | |||||||
| 624 E SIGLAR ST | HEBRON | IN | 46341 | PC | OPERATING | $2,000 | |
| CALUMET COLLEGE OF ST JOSEPH'S | |||||||
| 2400 NEW YORK AVE | WHITING | IN | 46394 | PC | OPERATING | $50,000 | |
| CAMPAGNA ACADEMY | |||||||
| 7403 CLINE AVE | SCHERERVILLE | IN | 46375 | PC | OPERATING/CAPITAL | $75,000 | |
| CARING PLACE INC | |||||||
| 607 BULLSEYE LAKE RD | VALPARAISO | IN | 46383 | PC | OPERATING | $50,000 | |
| CATHOLIC CHARITIES DIOCESE OF GARY | |||||||
| 176 S WEST ST | CROWN POINT | IN | 46307 | PC | OPERATING | $30,000 | |
| CEDAR LAKE UNITED METHODIST CHURCH | |||||||
| 7124 W 137TH PL | CEDAR LAKE | IN | 46303 | PC | CAPITAL | $5,000 | |
| CENTER FOR THE HOMELESS INC | |||||||
| 813 S MICHIGAN ST | SOUTH BEND | IN | 46601 | PC | OPERATING | $10,000 | |
| CEREBRAL PALSY OF NORTHWEST INDIANA INC | |||||||
| 22 TYLER AVE | HOBART | IN | 46342 | PC | OPERATING | $150,000 | |
| CHALLENGER LEARNING CENTER OF NORTHWEST INDIANA | |||||||
| C/O PURDUE UNIVERSITY NW 2300 173RD | HAMMOND | IN | 46323 | PC | SCHOLARSHIP/CAPITAL | $10,000 | ST |
| CHASING DREAMS | |||||||
| PO BOX 1513 | VALPARAISO | IN | 46384 | PC | OPERATING | $5,000 | |
| CHESTERTON HIGH SCHOOL | |||||||
| 2125 S 11TH ST | CHESTERTON | IN | 46304 | PC | OPERATING | $1,500 | |
| CHICAGO LIGHTHOUSE | |||||||
| 1850 W ROOSEVELT RD | CHICAGO | IL | 60608 | PC | OPERATING | $10,000 | |
| CHILDREN'S HOSPITAL OF CHICAGO FOUNDATION | |||||||
| 225 E CHICAGO AVE BOX 4 | CHICAGO | IL | 60611 | PC | OPERATING | $50,000 | |
| CHILDREN'S ORGAN TRANSPLANT ASSOCIATION INC | |||||||
| 2501 W COTA DR | BLOOMINGTON | IN | 47403 | PC | OPERATING | $10,000 | |
| CHRIST CHILD SOCIETY | |||||||
| PO BOX 1286 | SOUTH BEND | IN | 46624 | PC | OPERATING | $5,000 | |
| CITY LIFE CENTER | |||||||
| 225 W 5TH | GARY | IN | 46402 | PC | OPERATING | $5,000 | |
| COMMUNITY CANCER RESEARCH FOUNDATION | |||||||
| 901 MACARTHUR BLVD | MUNSTER | IN | 46321 | PC | OPERATING | $10,000 | |
| COMMUNITY THEATER GUILD INC | |||||||
| PO BOX 167 | VALPARAISO | IN | 46384 | PC | OPERATING | $5,000 | |
| CONCERT ASSOCIATION OF VALPARAISO | |||||||
| PO BOX 1355 | VALPARAISO | IN | 46384 | PC | OPERATING | $2,000 | |
| CONGREGATIONS OF MERRILLVILLE | |||||||
| PO BOX 10372 | MERRILLVILLE | IN | 46411 | PC | OPERATING | $1,000 | |
| CRISIS CENTER INC | |||||||
| 101 N MONTGOMERY ST | GARY | IN | 46403 | PC | OPERATING/CAPITAL | $100,000 | |
| CROSSROADS YMCA | |||||||
| 1450 S COURT ST | CROWN POINT | IN | 46307 | PC | OPERATING | $70,000 | |
| CROSSROADS YMCA | |||||||
| 1450 S COURT ST | CROWN POINT | IN | 46307 | PC | CAPITAL | $25,000 | |
| CROWN POINT COMMUNITY FOUNDATION INC | |||||||
| PO BOX 522 | CROWN POINT | IN | 46308 | PC | OPERATING | $25,000 | |
| CYSTIC FIBROSIS FOUNDATION GREATER ILLINOIS CHAPTER | |||||||
| 150 N MICHIGAN AVE STE 1550 | CHICAGO | IL | 60601 | PC | OPERATING | $5,000 | |
| DISMAS OF MICHIANA INC | |||||||
| 521 S ST JOSEPH ST PO BOX 4571 | SOUTH BEND | IN | 46634 | PC | OPERATING | $30,000 | |
| DUNEBROOK | |||||||
| 7451 W JOHNSON RD | MICHIGAN CITY | IN | 46360 | PC | OPERATING/EQUIPMENT | $15,000 | |
| DUNELAND FAMILY YMCA | |||||||
| 215 ROOSEVELT | CHESTERTON | IN | 46304 | PC | OPERATING | $40,000 | |
| EASTLAND DISASTER HISTORICAL SOCIETY | |||||||
| PO BOX 2013 | ARLINGTON HEIGHTS | IL | 600062013 | PC | OPERATING | $2,500 | |
| EDGEWATER SYSTEMS FOR BALANCED LIVING | |||||||
| 1100 W SIXTH AVE | GARY | IN | 46402 | PC | OPERATING | $5,000 | |
| ELKA CHILD EDUCATIONAL CENTER INC | |||||||
| 1953 GEORGIA ST | GARY | IN | 46407 | PC | EQUIPMENT | $25,000 | |
| EXCEPTIONAL EQUESTRIANS | |||||||
| 5307B 61ST AVE | HOBART | IN | 46342 | PC | OPERATING | $5,000 | |
| EXPONENT PHILANTHROPY | |||||||
| 1720 N ST NW | WASHINGTON | DC | 20036 | PC | OPERATING | $3,000 | |
| FAITH COMMUNITY DEVELOPMENT CORP | |||||||
| 201 E 5TH AVE STE A | GARY | IN | 46402 | PC | OPERATING | $10,000 | |
| FAMILY & YOUTH SERVICES BUREAU OF PORTER COUNTY INC | |||||||
| 253 W LINCOLNWAY | VALPARAISO | IN | 46383 | PC | OPERATING | $50,000 | |
| FAMILY HOUSE INC | |||||||
| PO BOX 2000 | VALPARAISO | IN | 46384 | PC | OPERATING | $5,000 | |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| 1303 EISENHOWER AVE APT 203 | VALPARAISO | IN | 46383 | PC | OPERATING | $7,500 | |
| FIRST CONTACT INC | |||||||
| 61 INDIANA AVE STE D | VALPARAISO | IN | 46383 | PC | OPERATING | $7,500 | |
| FIRST PRESBYTERIAN CHURCH | |||||||
| 218 S COURT ST | CROWN POINT | IN | 46307 | PC | CAPITAL | $10,000 | |
| FIRST TEE OF VALPARAISO | |||||||
| 2355 CLIFFORD RD | VALPARAISO | IN | 46385 | PC | OPERATING | $5,000 | |
| FIRST UNITED METHODIST CHURCH OF CROWN POINT | |||||||
| 352 S MAIN ST | CROWN POINT | IN | 46307 | PC | EQUIPMENT | $5,000 | |
| FOOD BANK OF NORTHWEST INDIANA | |||||||
| 2248 W 35TH ST | GARY | IN | 46408 | PC | OPERATING/CAPITAL | $35,000 | |
| FOREST RIDGE ACADEMY INC | |||||||
| 7300 FOREST RIDGE DR | SCHERERVILLE | IN | 46375 | PC | EQUIPMENT | $5,000 | |
| FOUNDATION CENTER | |||||||
| 32 OLD SLIP 24TH FL | NEW YORK | NY | 10005 | PC | OPERATING | $2,000 | |
| FRANCISCAN HEALTH - CROWN POINT | |||||||
| 2050 N MAIN ST | CROWN POINT | IN | 46307 | PC | OPERATING | $30,000 | |
| FRANCISCAN ST MARGARET HEALTH | |||||||
| 5454 HOHMAN AVE | HAMMOND | IN | 46320 | PC | OPERATING | $10,000 | |
| FRONTLINE FOUNDATION | |||||||
| PO BOX 922 | CHESTERTON | IN | 46304 | PC | OPERATING | $30,000 | |
| FUND FOR HOOSIER EXCELLENCE | |||||||
| PO BOX 97 | INDIANAPOLIS | IN | 46206 | PC | SCHOLARSHIP | $5,000 | |
| GARY BATHING BEACH AQUATORIUM SOCIETY | |||||||
| 607 S LAKE ST | GARY | IN | 46403 | PC | OPERATING | $5,000 | |
| GARY HISTORICAL & CULTURAL SOCIETY | |||||||
| PO BOX 64-603 | GARY | IN | 46401 | PC | OPERATING | $3,000 | |
| GARY LITERACY COALITION | |||||||
| 650 GRANT ST STE 8 | GARY | IN | 46404 | PC | OPERATING | $5,000 | |
| GIBAULT INC | |||||||
| 6401 S US HWY 41 | TERRE HAUTE | IN | 47802 | PC | OPERATING | $2,000 | |
| GIRL SCOUTS OF GREATER CHICAGO AND NORTHWEST INDIANA | |||||||
| 8699 BROADWAY | MERRILLVILLE | IN | 46410 | PC | OPERATING | $75,000 | |
| GIRL SCOUTS OF NORTHERN INDIANA-MICHIANA | |||||||
| 3620 DEAHL CT | SOUTH BEND | IN | 46628 | PC | OPERATING | $10,000 | |
| GLENWOOD SCHOOL | |||||||
| 18700 S HALSTED ST | GLENWOOD | IL | 60425 | PC | OPERATING | $10,000 | |
| GOODWILL INDUSTRIES OF MICHIANA INC | |||||||
| 1805 WESTERN AVE | SOUTH BEND | IN | 46619 | PC | OPERATING | $5,000 | |
| GRACE BEYOND BORDERS | |||||||
| 513 W CHICAGO AVE | EAST CHICAGO | IN | 46312 | PC | OPERATING | $15,000 | |
| GRAND TOTS INC | |||||||
| 13209 SCHNEIDER ST | CEDAR LAKE | IN | 46303 | PC | OPERATING | $15,000 | |
| HABITAT FOR HUMANITY OF NORTHWEST INDIANA | |||||||
| 6114 W RIDGE RD | GARY | IN | 46408 | PC | OPERATING | $20,000 | |
| HABITAT FOR HUMANITY OF PORTER COUNTY | |||||||
| 360 INDIANA AVE STE A | VALPARAISO | IN | 46383 | PC | CAPITAL | $20,000 | |
| HAROLD HAL KELLEY RESPITE FOUNDATION INC | |||||||
| 1408 E CHICAGO ST | VALPARAISO | IN | 46383 | PC | OPERATING | $20,000 | |
| HEALTHLINC | |||||||
| 951 TRANSPORT DR | VALPARAISO | IN | 46383 | PC | OPERATING | $5,000 | |
| HEALTHY COMMUNITIES OF LAPORTE COUNTY | |||||||
| 422 FRANKLIN ST STE E | MICHIGAN CITY | IN | 46360 | PC | OPERATING | $3,000 | |
| HEBRON UNITED METHODIST CHURCH | |||||||
| PO BOX 96 | HEBRON | IN | 46341 | PC | OPERATING | $5,000 | |
| HILLTOP NEIGHBORHOOD HOUSE INC | |||||||
| 460 S COLLEGE AVE | VALPARAISO | IN | 46383 | PC | SCHOLARSHIP | $40,000 | |
| HISTORICAL SOCIETY OF OGDEN DUNES | |||||||
| 115 HILLCREST RD 101 | OGDEN DUNES | IN | 46368 | PC | OPERATING | $5,000 | |
| HOBART CITY SCHOOLS | |||||||
| 32 EAST 7TH ST | HOBART | IN | 46342 | PC | OPERATING/CAPITAL | $5,000 | |
| HOBART FAMILY YMCA INC | |||||||
| 601 W 40TH PL | HOBART | IN | 46342 | PC | OPERATING | $40,000 | |
| HOOSIERS FEEDING THE HUNGRY | |||||||
| 0505 CR 32 | CORUNNA | IN | 46730 | PC | OPERATING | $2,000 | |
| HORACE MANN-AMBRIDGE NEIGHBORHOOD IMPROVEMENT ORGANIZATION INC | |||||||
| PO BOX 64273 | GARY | IN | 46401 | PC | CAPITAL | $40,000 | |
| HOSPICE OF THE CALUMET AREA INC | |||||||
| 600 SUPERIOR AVE | MUNSTER | IN | 46321 | PC | OPERATING | $25,000 | |
| HOUSING OPPORTUNITIES | |||||||
| 2001 CALUMET AVE | VALPARAISO | IN | 46383 | PC | OPERATING | $15,000 | |
| HUMANE SOCIETY CALUMET AREA INC | |||||||
| 421 - 45TH ST | MUNSTER | IN | 46321 | PC | CAPITAL | $5,000 | |
| HUMANE SOCIETY OF HOBART INC | |||||||
| PO BOX 108 | HOBART | IN | 46342 | PC | OPERATING/EQUIPMENT | $5,000 | |
| HUMANE SOCIETY OF NORTHWEST INDIANA INC | |||||||
| PO BOX 2697 | GARY | IN | 46403 | PC | CAPITAL | $5,000 | |
| ILLINOIS SPINA BIFIDA ASSOCIATION | |||||||
| 8765 W HIGGINS STE 403 | CHICAGO | IL | 60631 | PC | OPERATING | $5,000 | |
| IMMANUEL LUTHERAN CHURCH | |||||||
| 1700 MONTICELLO PARK DR | VALPARAISO | IN | 46383 | PC | OPERATING | $27,000 | |
| IN-PACT INC | |||||||
| 12300 MARSHALL ST | CROWN POINT | IN | 46307 | PC | EQUIPMENT | $10,000 | |
| INDEPENDENT CAT SOCIETY INC | |||||||
| PO BOX 735 | WESTVILLE | IN | 46391 | PC | OPERATING | $2,000 | |
| INDEPENDENT COLLEGES OF INDIANA INC | |||||||
| 30 S MERIDIAN ST | INDIANAPOLIS | IN | 46204 | SO I | SCHOLARSHIP | $100,000 | |
| INDIANA ASSOCIATION OF SCHOOL PRINCIPALS | |||||||
| 11025 E 25TH ST | INDIANAPOLIS | IN | 46229 | PC | OPERATING | $4,000 | |
| INDIANA BALLET THEATRE NORTHWEST | |||||||
| 7305 GRAND BLVD | HOBART | IN | 46340 | PC | OPERATING/CAPITAL | $10,000 | |
| INDIANA BAR FOUNDATION | |||||||
| 615 N ALABAMA ST 122 | INDIANAPOLIS | IN | 46202 | PC | OPERATING | $10,000 | |
| INDIANA COUNCIL FOR ECONOMIC EDUCATION | |||||||
| 403 W STATE ST KRANNERT BLDG RM 607 | W LAFAYETTE | IN | 47907 | PC | OPERATING | $20,000 | |
| INDIANA DUNES ENVIRONMENTAL LEARNING CENTER INC | |||||||
| 700 HOWE RD | CHESTERTON | IN | 46304 | PC | OPERATING | $10,000 | |
| INDIANA FOUNDATION OF DENTISTRY FOR THE HANDICAPPED | |||||||
| 6110 TECHNOLOGY CENTER DR STE 100 | INDIANAPOLIS | IN | 46278 | PC | OPERATING | $3,000 | |
| INDIANA GOLF FOUNDATION | |||||||
| 2625 HURRICANE RD PO BOX 516 | FRANKLIN | IN | 46131 | PC | OPERATING | $15,000 | |
| INDIANA LEGAL SERVICES INC | |||||||
| 151 N DELAWARE ST | INDIANAPOLIS | IN | 46204 | PC | OPERATING | $30,000 | |
| INDIANA PHILANTHROPY ALLIANCE INC | |||||||
| 32 E WASHINGTON ST | INDIANAPOLIS | IN | 462043583 | PC | OPERATING | $2,500 | |
| INDIANA STATE UNIVERSITY FOUNDATION | |||||||
| 30 N FIFTH ST | TERRE HAUTE | IN | 47809 | PC | OPERATING | $100,000 | |
| INDIANA UNIVERSITY CENTER ON REPRESENTATIVE GOVERNMENT | |||||||
| 201 N INDIANA AVE | BLOOMINGTON | IN | 47405 | PC | OPERATING | $10,000 | |
| INDIANA UNIVERSITY FOUNDATION | |||||||
| PO BOX 500 | BLOOMINGTON | IN | 47402 | PC | OPERATING | $150,000 | |
| INDIANA UNIVERSITY NORTHWEST | |||||||
| 3400 BROADWAY | GARY | IN | 46408 | PC | OPERATING | $150,000 | |
| INDIANA UNIVERSITY SCHOOL OF LAW | |||||||
| 211 S INDIANA AVE | BLOOMINGTON | IN | 47405 | PC | SCHOLARSHIP | $20,000 | |
| INDIANA UNIVERSITY SCHOOL OF MEDICINE (CANCER RESEARCH) | |||||||
| 1110 W MICHIGAN ST LO 506 | INDIANAPOLIS | IN | 46202 | PC | OPERATING | $35,000 | |
| INTERNATIONAL INSTITUTE OF LACASA | |||||||
| 4433 BROADWAY | GARY | IN | 46409 | PC | OPERATING | $10,000 | |
| IVY TECH FOUNDATION | |||||||
| 3100 IVY TECH DR | VALPARAISO | IN | 46383 | PC | SCHOLARSHIP | $75,000 | |
| JACOB'S LADDER PEDIATRIC REHABILITATION CENTER INC | |||||||
| 1595 S CALUMET RD STE 3 | CHESTERTON | IN | 46304 | PC | OPERATING | $15,000 | |
| JDRF | |||||||
| 1 N LASALLE ST STE 1200 | CHICAGO | IL | 60602 | PC | OPERATING | $10,000 | |
| JEWISH FEDERATION OF NORTHWEST INDIANA INC | |||||||
| 585 PROGRESS AVE | MUNSTER | IN | 46321 | PC | OPERATING | $15,000 | |
| JUNIOR ACHIEVEMENT OF CHICAGO | |||||||
| 651 W WASHINGTON ST STE 404 | CHICAGO | IL | 60661 | PC | OPERATING | $5,000 | |
| JUNIOR ACHIEVEMENT SERVING LAPORTE COUNTY | |||||||
| 613 FRANKLIN ST | MICHIGAN CITY | IN | 46360 | PC | OPERATING | $2,000 | |
| LAKE AREA UNITED WAY INC | |||||||
| 221 W RIDGE RD THE COLBY BLDG | GRIFFITH | IN | 46319 | PC | OPERATING | $500,000 | |
| LAKE COURT HOUSE FOUNDATION INC | |||||||
| PO BOX 556 | CROWN POINT | IN | 46308 | PC | CAPITAL | $10,000 | |
| LAKESHORE COMMUNITY CONCERT ASSOCIATION | |||||||
| PO BOX 9313 | HIGHLAND | IN | 46322 | PC | OPERATING | $1,000 | |
| LAKESHORE PUBLIC MEDIA | |||||||
| 8625 INDIANA PL | MERRILLVILLE | IN | 46410 | PC | OPERATING/CAPITAL | $100,000 | |
| LEGACY FOUNDATION INC | |||||||
| 1000 E 80TH PL 420 N TOWER | MERRILLVILLE | IN | 46410 | PC | OPERATING | $25,000 | |
| LEGACY FOUNDATION INC | |||||||
| 1000 E 80TH PL 420 N TOWER | MERRILLVILLE | IN | 46410 | PC | SCHOLARSHIP | $75,000 | |
| LET'S TALK ABOUT IT LET'S DO IT COMMUNITY OUTREACH | |||||||
| 1375 GERRY ST | GARY | IN | 46406 | PC | OPERATING | $6,000 | |
| LIFE TREATMENT CENTERS INC | |||||||
| 1402 S MICHIGAN ST | SOUTH BEND | IN | 46613 | PC | OPERATING | $5,000 | |
| LIFELINE PILOTS | |||||||
| BYERLY TERMINAL SUITE 302 6100 W | PEORIA | IL | 61607 | PC | OPERATING | $3,000 | EVERETT DIRKSEN PKWY |
| LORY'S PLACE (HOSPICE AT HOME) | |||||||
| 445 UPTON DR | ST JOSEPH | MI | 49085 | PC | OPERATING | $5,000 | |
| LUBEZNIK CENTER FOR THE ARTS | |||||||
| 101 AVENUE OF THE ARTS | MICHIGAN CITY | IN | 46360 | PC | OPERATING | $7,500 | |
| MAYO FOUNDATION | |||||||
| 200 FIRST ST SW | ROCHESTER | MN | 55905 | PC | OPERATING | $50,000 | |
| MEALS ON WHEELS OF NORTHWEST INDIANA | |||||||
| 8446 VIRGINIA ST | MERRILLVILLE | IN | 46410 | PC | OPERATING | $50,000 | |
| MEMORIAL OPERA HOUSE FOUNDATION | |||||||
| 104 INDIANA AVE | VALPARAISO | IN | 46383 | PC | OPERATING/EQUIPMENT | $20,000 | |
| MENTAL HEALTH AMERICA OF LAKE COUNTY | |||||||
| 5311 HOHMAN AVE | HAMMOND | IN | 46320 | PC | OPERATING | $15,000 | |
| MENTAL HEALTH ASSOCIATION IN PORTER COUNTY INC | |||||||
| 402 E INDIANA AVE | VALPARAISO | IN | 46383 | PC | OPERATING | $10,000 | |
| MERRILLVILLE ROTARY CLUB CHARITIES INC | |||||||
| PO BOX 11001 | MERRILLVILLE | IN | 46411 | PC | OPERATING | $4,000 | |
| METHODIST HOSPITALS | |||||||
| 600 GRANT ST | GARY | IN | 46402 | PC | EQUIPMENT | $50,000 | |
| MILLER BEACH ARTS AND CREATIVE DISTRICT | |||||||
| 540 S LAKE ST PO BOX 2405 | GARY | IN | 46403 | PC | OPERATING | $10,000 | |
| MONTESSORI ACADEMY IN THE OAKS | |||||||
| 2109 E 57TH ST | HOBART | IN | 46342 | PC | EQUIPMENT | $2,500 | |
| MUSCULAR DYSTROPHY FAMILY FOUNDATION | |||||||
| PO BOX 776 | CARMEL | IN | 46032 | PC | OPERATING | $5,000 | |
| NATIONAL CHILDREN'S CANCER SOCIETY | |||||||
| 500 N BROADWAY STE 1850 | ST LOUIS | MO | 63102 | PC | OPERATING | $5,000 | |
| NATIONAL FIRE SAFETY COUNCIL CO VALPARAISO FIRE DEPARTMENT | |||||||
| 2605 CUMBERLAND DR | VALPARAISO | IN | 46383 | PC | OPERATING | $1,250 | |
| NAZARETH HOME | |||||||
| 4325 ELM ST | EAST CHICAGO | IN | 46312 | PC | OPERATING | $20,000 | |
| NEVILLE MINISTRIES INC | |||||||
| 5757 MASSACHUSETTS ST | MERRILLVILLE | IN | 46410 | PC | OPERATING/EQUIPMENT | $5,000 | |
| NORTH COAST CULTURAL ASSOCIATION INC | |||||||
| PO BOX 2281 | CHESTERTON | IN | 46304 | PC | OPERATING | $2,000 | |
| NORTHERN INDIANA HISTORICAL SOCIETY | |||||||
| 808 W WASHINGTON | SOUTH BEND | IN | 46601 | PC | OPERATING | $5,000 | |
| NORTHWEST INDIANA CATHOLIC YOUTH ORGANIZATION INC | |||||||
| 7725 BROADWAY STE G | MERRILLVILLE | IN | 46410 | PC | OPERATING/CAPITAL | $25,000 | |
| NORTHWEST INDIANA FORUM FOUNDATION INC | |||||||
| 6100 SOUTHPORT RD | PORTAGE | IN | 46368 | PC | OPERATING | $25,000 | |
| NORTHWEST INDIANA SPECIAL EDUCATION COOPERATIVE | |||||||
| 2150 W 97TH ST | CROWN POINT | IN | 46307 | PC | OPERATING | $10,000 | |
| NORTHWEST INDIANA SYMPHONY SOCIETY INC | |||||||
| 1040 RIDGE RD | MUNSTER | IN | 46321 | PC | OPERATING | $50,000 | |
| ONE REGION | |||||||
| 601 W 45TH AVENUE | MUNSTER | IN | 46321 | PC | OPERATING | $10,000 | |
| OPPORTUNITY ENTERPRISES INC | |||||||
| 2801 EVANS AVE | VALPARAISO | IN | 46383 | PC | OPERATING | $175,000 | |
| PHILANTHROPY ROUNDTABLE | |||||||
| 1730 M ST NW STE 601 | WASHINGTON | DC | 20036 | PC | OPERATING | $3,000 | |
| PINES VILLAGE RETIREMENT COMMUNITIES INC | |||||||
| 3303 PINES VILLAGE CIR | VALPARAISO | IN | 46383 | PC | EQUIPMENT | $16,000 | |
| PINEY WOODS SCHOOL | |||||||
| PO BOX 57 | PINEY WOODS | MS | 39148 | PC | OPERATING | $2,000 | |
| PLANNED PARENTHOOD OF INDIANA INC | |||||||
| 200 S MERIDIAN ST STE 400 PO BOX | INDIANAPOLIS | IN | 46208 | PC | OPERATING | $15,000 | 397 |
| PORTAGE RESALE SHOP INC | |||||||
| 6450 EVERGREEN AVE | PORTAGE | IN | 46368 | PC | OPERATING | $5,000 | |
| PORTAGE TOWNSHIP LIVE ENTERTAINMENT ASSOCIATION | |||||||
| PO BOX 1111 | PORTAGE | IN | 46368 | PC | OPERATING | $1,500 | |
| PORTAGE TOWNSHIP YMCA | |||||||
| 3100 WILLOWCREEK RD | PORTAGE | IN | 46368 | PC | OPERATING | $40,000 | |
| PORTER COUNTY AGING & COMMUNITY SERVICES INC | |||||||
| 1005 CAMPBELL | VALPARAISO | IN | 46385 | PC | CAPITAL | $10,000 | |
| PORTER COUNTY ASSOCIATION FOR HANDICAPPED CHILDREN AND ADULTS INC | |||||||
| 53 E ENGEL DR | VALPARAISO | IN | 46383 | PC | OPERATING | $2,000 | |
| PORTER COUNTY COMMUNITY FOUNDATION INC | |||||||
| 1401 CALUMET AVE | VALPARAISO | IN | 46383 | PC | OPERATING | $25,000 | |
| PORTER COUNTY EDUCATION SERVICES | |||||||
| 750 RANSOM RD | VALPARAISO | IN | 46385 | PC | OPERATING | $5,000 | |
| PORTER COUNTY FAMILY COURT | |||||||
| 1660 S SR 2 | VALPARAISO | IN | 46385 | PC | OPERATING | $10,000 | |
| PORTER COUNTY MUSEUM FOUNDATION | |||||||
| 20 INDIANA AVE | VALPARAISO | IN | 46383 | PC | OPERATING | $12,000 | |
| PORTER COUNTY PACT INC | |||||||
| 1356 W LINCOLNWAY | VALPARAISO | IN | 46385 | PC | OPERATING | $30,000 | |
| PORTER COUNTY PARKS FOUNDATION INC | |||||||
| PO BOX 428 | VALPARAISO | IN | 46384 | PC | CAPITAL | $10,000 | |
| PORTER COUNTY SUBSTANCE ABUSE COUNCIL | |||||||
| 57 S MICHIGAN AVE | VALPARAISO | IN | 46383 | PC | OPERATING | $7,500 | |
| PUBLIC EDUCATION FOUNDATION OF VALPARAISO INDIANA | |||||||
| 3801 N CAMPBELL ST | VALPARAISO | IN | 46385 | PC | SCHOLARSHIP | $10,000 | |
| PURDUE UNIVERSITY DANCE TEAM | |||||||
| 10401 FOX RUN | MUNSTER | IN | 46321 | PC | OPERATING | $1,000 | |
| PURDUE UNIVERSITY NORTHWEST CALUMET CAMPUS | |||||||
| 2200 169TH ST | HAMMOND | IN | 46323 | PC | OPERATING | $150,000 | |
| PURDUE UNIVERSITY | |||||||
| 610 PURDUE MALL | WEST LAFAYETTE | IN | 47907 | PC | OPERATING/SCHOLARSHIP | $150,000 | |
| REAL SERVICES | |||||||
| PO BOX 1835 | SOUTH BEND | IN | 46634 | PC | OPERATING | $3,000 | |
| REBUILDING TOGETHER DUNELAND | |||||||
| PO BOX 644 | CHESTERTON | IN | 46304 | PC | OPERATING | $5,000 | |
| REBUILDING TOGETHER HEBRON | |||||||
| PO BOX 825 | HEBRON | IN | 46341 | PC | OPERATING | $5,000 | |
| REBUILDING TOGETHER PORTAGE | |||||||
| PO BOX 2511 | PORTAGE | IN | 46368 | PC | OPERATING | $5,000 | |
| REBUILDING TOGETHER SOUTH LAKE COUNTY | |||||||
| PO BOX 665 | CROWN POINT | IN | 46308 | PC | OPERATING | $1,500 | |
| REGIONAL MENTAL HEALTH CARE CENTER | |||||||
| 8555 TAFT ST | MERRILLVILLE | IN | 46410 | PC | OPERATING | $5,000 | |
| RESPITE CARE SERVICES INC | |||||||
| 9000 INDIANAPOLIS BLVD | HIGHLAND | IN | 46322 | PC | OPERATING | $6,000 | |
| RESTORING THE PATH | |||||||
| 1406 W 64TH ST | CHICAGO | IL | 60636 | PC | OPERATING | $5,000 | |
| RESTORING THE PRIDE EDUCATIONAL FOUNDATION SIGMA ALPHA EPSILON | |||||||
| 406 LITTLETON ST | WEST LAFAYETTE | IN | 47906 | PC | OPERATING/CAPITAL | $20,000 | |
| RILEY CHILDREN'S FOUNDATION | |||||||
| 30 S MERIDIAN ST STE 200 | INDIANAPOLIS | IN | 46204 | PC | OPERATING | $10,000 | |
| RONALD MCDONALD HOUSE OF INDIANA INC | |||||||
| 435 LIMESTONE | INDIANAPOLIS | IN | 46202 | PC | OPERATING | $15,000 | |
| ROYAL FAMILY KID'S CAMP | |||||||
| C/O 352 S MAIN ST | CROWN POINT | IN | 46307 | PC | OPERATING | $2,000 | |
| SALVATION ARMY OF GARY-MERRILLVILLE | |||||||
| 4800 HARRISON ST | GARY | IN | 46408 | PC | OPERATING | $35,000 | |
| SALVATION ARMY OF MICHIGAN CITY | |||||||
| 1201 S FRANKLIN ST | MICHIGAN CITY | IN | 46360 | PC | OPERATING | $15,000 | |
| SALVATION ARMY OF PORTER COUNTY | |||||||
| PO BOX 828 | PORTAGE | IN | 46368 | PC | OPERATING | $35,000 | |
| SAMARITAN COUNSELING CENTER | |||||||
| 8955 COLUMBIA AVE | MUNSTER | IN | 46321 | PC | OPERATING | $20,000 | |
| SAMARITAN COUNSELING CENTERS INC | |||||||
| 340 COMMERCE SQ | MICHIGAN CITY | IN | 46360 | PC | OPERATING | $3,000 | |
| SAND CASTLE SHELTER | |||||||
| 120 W NINTH ST | MICHIGAN CITY | IN | 46360 | PC | OPERATING | $10,000 | |
| SHARE FOUNDATION FOR THE HANDICAPPED | |||||||
| PO BOX 400 | ROLLING PRAIRIE | IN | 46371 | PC | OPERATING | $20,000 | |
| SHIRLEY HEINZ LAND TRUST | |||||||
| 109 W 700 N | VALPARAISO | IN | 46385 | PC | OPERATING | $10,000 | |
| SHRINERS HOSPITALS FOR CHILDREN | |||||||
| 2211 N OAK PARK AVE | CHICAGO | IL | 60707 | PC | OPERATING | $5,000 | |
| SHULTS-LEWIS CHILD & FAMILY SERVICES | |||||||
| PO BOX 471 | VALPARAISO | IN | 46384 | PC | OPERATING | $20,000 | |
| SINAI FORUM | |||||||
| 1401 S US HWY 421 | WESTVILLE | IN | 46391 | PC | OPERATING | $10,000 | |
| SOJOURNER TRUTH HOUSE | |||||||
| 410 W 13TH AVE | GARY | IN | 46407 | PC | OPERATING | $25,000 | |
| SOUTH SHORE ARTS | |||||||
| 1040 RIDGE RD | MUNSTER | IN | 46321 | PC | OPERATING | $20,000 | |
| SOUTH SHORE LEADERSHIP CENTER | |||||||
| 410 E LINCOLNWAY | VALPARAISO | IN | 46383 | PC | OPERATING | $10,000 | |
| SOUTHLAKE CHILDREN'S CHOIR | |||||||
| PO BOX 36 | CROWN POINT | IN | 46308 | PC | OPERATING | $2,000 | |
| SPECIAL OLYMPICS INDIANA | |||||||
| 6200 TECHNOLOGY CTR DR STE 105 | INDIANAPOLIS | IN | 46278 | PC | OPERATING | $5,000 | |
| SPORT YOUTH FOUNDATION | |||||||
| 4801 WALSH AVE | EAST CHICAGO | IN | 46312 | PC | OPERATING | $4,000 | |
| ST AGNES ADULT DAY SERVICE CENTER | |||||||
| 1859 HARRISON BLVD | VALPARAISO | IN | 46385 | PC | OPERATING | $5,000 | |
| ST BEDE ABBEY & ACADEMY | |||||||
| 24 W US HWY 6 | PERU | IL | 61354 | PC | OPERATING | $10,000 | |
| ST JOSEPH'S CARMELITE HOME | |||||||
| 4840 GRASSELLI AVE | EAST CHICAGO | IL | 46312 | PC | OPERATING | $15,000 | |
| ST JOSEPH'S COLLEGE | |||||||
| PO BOX 870 | RENSSELAER | IN | 47978 | PC | OPERATING/EQUIPMENT | $15,000 | |
| ST JUDE HOUSE INC | |||||||
| 12490 MARSHALL ST | CROWN POINT | IN | 46307 | PC | OPERATING | $50,000 | |
| ST MARY MEDICAL CENTER | |||||||
| 1500 S LAKE PARK AVE | HOBART | IN | 46342 | PC | OPERATING | $15,000 | |
| ST TERESA OF AVILA CATHOLIC STUDENT CENTER | |||||||
| 1511 LAPORTE AVE | VALPARAISO | IN | 46383 | PC | OPERATING | $5,000 | |
| SUSAN B KOMEN BREAST CANCER FOUNDATION | |||||||
| C/O NW INDIANA RALLY COMMITTEE 628 | HOBART | IN | 46342 | PC | OPERATING | $2,000 | N 700 W |
| TALTREE ARBORETUM AND GARDENS | |||||||
| 450 W 100 N | VALPARAISO | IN | 46384 | PC | OPERATING | $5,000 | |
| THEATRE AT THE CENTER | |||||||
| 1040 RIDGE RD | MUNSTER | IN | 46321 | PC | OPERATING | $5,000 | |
| TRADEWINDS REHABILITATION CENTER INC | |||||||
| 3198 E 83RD PL | MERRILLVILLE | IN | 46410 | PC | OPERATING/CAPITAL | $175,000 | |
| UNION TOWNSHIP MIDDLE SCHOOL | |||||||
| 599 W 300 N | VALPARAISO | IN | 46385 | PC | EQUIPMENT | $2,000 | |
| UNION TOWNSHIP SCHOOL CORP (DOLLARS FOR SCHOLARS) | |||||||
| 599 W 300 N STE A | VALPARAISO | IN | 46385 | PC | SCHOLARSHIP | $5,000 | |
| UNITED NEGRO COLLEGE FUND | |||||||
| 3737 N MERIDIAN ST STE 507 | INDIANAPOLIS | IN | 46208 | PC | SCHOLARSHIPS | $10,000 | |
| UNITED WAY OF PORTER COUNTY INC | |||||||
| 951 EASTPORT CENTRE DR | VALPARAISO | IN | 46383 | PC | OPERATING | $125,000 | |
| UNIVERSITY OF CHICAGO COMPREHENSIVE CANCER CENTER | |||||||
| 5841 S MARYLAND AVE MC 1140 | CHICAGO | IL | 60637 | PC | OPERATING | $10,000 | |
| UNIVERSITY OF CHICAGO MEDICAL CENTER | |||||||
| 5841 S MARYLAND AVE | CHICAGO | IL | 60637 | PC | OPERATING | $30,000 | |
| VALPARAISO COMMUNITY SCHOOLS | |||||||
| 4106 CALUMET AVE | VALPARAISO | IN | 46383 | PC | OPERATING | $5,000 | |
| VALPARAISO FAMILY YMCA | |||||||
| 1201 CUMBERLAND CROSSING DR | VALPARAISO | IN | 46383 | PC | OPERATING | $50,000 | |
| VALPARAISO KIWANIS CLUB FOUNDATION INC | |||||||
| PO BOX 1661 | VALPARAISO | IN | 46384 | PC | OPERATING | $2,000 | |
| VALPARAISO KIWANIS CLUB FOUNDATION INC | |||||||
| PO BOX 1661 | VALPARAISO | IN | 46384 | PC | EQUIPMENT | $5,000 | |
| VALPARAISO PARKS FOUNDATION | |||||||
| 3210 CAMPBELL ST | VALPARAISO | IN | 46385 | PC | OPERATING | $12,500 | |
| VALPARAISO UNIVERSITY | |||||||
| 1700 CHAPEL DR | VALPARAISO | IN | 46383 | PC | OPERATING | $200,000 | |
| VISITING NURSE ASSOCIATION OF PORTER COUNTY | |||||||
| 2401 VALLEY DR | VALPARAISO | IN | 46383 | PC | OPERATING | $50,000 | |
| WEST SIDE HIGH SCHOOL THEATRE GUILD | |||||||
| 900 GERRY ST | GARY | IN | 46406 | PC | OPERATING | $5,000 | |
| WHITE'S RESIDENTIAL & FAMILY SERVICES | |||||||
| 5233 S 50 E | WABASH | IN | 46992 | PC | OPERATING | $25,000 | |
| WNIT PUBLIC TELEVISION | |||||||
| PO BOX 7034 | SOUTH BEND | IN | 46634 | PC | OPERATING | $10,000 | |
| WOODLAND CHILD DEVELOPMENT CENTER | |||||||
| 3027 J F MAHONEY DR | HAMMOND | IN | 46323 | PC | EQUIPMENT | $10,000 | |
| YOUTH FOR CHRIST SOUTH POINTE | |||||||
| PO BOX 1064 | VALPARAISO | IN | 46384 | PC | OPERATING | $5,000 | |
| YOUTH SERVICE BUREAU OF LAPORTE COUNTY | |||||||
| 906 MICHIGAN AVE | LAPORTE | IN | 46350 | PC | OPERATING | $18,000 | |
| YOUTH SERVICE BUREAU OF ST JOSEPH COUNTY INC | |||||||
| 2222 LINCOLNWAY W | SOUTH BEND | IN | 46628 | PC | OPERATING | $15,000 | |
| YWCA OF NORTHWEST INDIANA | |||||||
| 150 W 15TH AVE | GARY | IN | 46407 | PC | OPERATING | $115,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,083,750 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOYS & GIRLS CLUBS OF NORTHWEST INDIANA INC | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8392 MISSISSIPPI ST 2ND FL | AddressLine1Txt |
| City | MERRILLVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46410 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | OPERATING | GrantOrContributionPurposeTxt |
| Amt | $3,846,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $3,846,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,175,637 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,648,205 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $85,555 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $18,298,932 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $24,208,329 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $24,208,329 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $39,025 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $38,675 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CF JP MORGAN CORE BOND TRUST | $33,991,310 | $33,991,310 |
| MFO STONE HARBOR LOCAL MARKET FD | $736,462 | $736,462 |
| MFO STONE HBR INVT FDS EMERGING MARKETS DEBT FD INSTL CL | $8,691,933 | $8,691,933 |
| MFO STONE HBR INVT FDS HIGH YIELD BD FUND INSTL CL | $6,912,388 | $6,912,388 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (129 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACTIVISION BLIZZARD INC COM STK | $715,506 | $715,506 |
| ADOBE SYS INC COM | $1,620,970 | $1,620,970 |
| ADR ALIBABA GROUP HLDG LTD-SP A | $2,526,100 | $2,526,100 |
| ADR BAIDU INC SPONSORED ADR | $1,744,865 | $1,744,865 |
| ADR BP P L C SPONSORED ADR | $1,433,055 | $1,433,055 |
| ADVANCE AUTO PTS INC COM | $189,411 | $189,411 |
| AIR PROD & CHEM INC COM | $1,213,700 | $1,213,700 |
| AKAMAI TECHNOLOGIES INC COM STK | $143,088 | $143,088 |
| ALEXION PHARMACEUTICALS INC COM | $989,607 | $989,607 |
| ALPHABET INC CAP STK CL A CAP STK CL A | $1,832,916 | $1,832,916 |
| ALPHABET INC CAP STK CL C CAP STK CL C | $313,920 | $313,920 |
| ALTRIA GROUP INC COM | $1,031,589 | $1,031,589 |
| AMAZON COM INC COM | $2,806,728 | $2,806,728 |
| AMERICAN EXPRESS CO | $886,441 | $886,441 |
| AMERICAN INTERNATIONAL GROUP INC COM | $945,833 | $945,833 |
| AMETEK INC NEW COM | $286,257 | $286,257 |
| ANSYS INC COM | $221,385 | $221,385 |
| ANTHEM INC COM | $1,062,722 | $1,062,722 |
| APTARGROUP INC COM | $388,260 | $388,260 |
| BANK OF AMERICA CORP | $987,090 | $987,090 |
| BARD C R INC BECTON DICKINSON & CO | $149,058 | $149,058 |
| BIOGEN IDEC INC COM STK | $664,218 | $664,218 |
| BIOMARIN PHARMACEUTICAL INC COM ISIN | $753,487 | $753,487 |
| BLACKBAUD INC COM | $212,603 | $212,603 |
| BLUE BUFFALO PET PRODS INC COM | $170,508 | $170,508 |
| BROADCOM LIMITED COM NPV | $385,350 | $385,350 |
| CARDINAL HLTH INC | $680,097 | $680,097 |
| CATALENT INC COM | $184,860 | $184,860 |
| CHEVRON CORP COM | $951,444 | $951,444 |
| CHIPOTLE MEXICAN GRILL INC COM STK | $147,116 | $147,116 |
| CITIGROUP INC COM NEW COM NEW | $927,223 | $927,223 |
| COMCAST CORP NEW-CL A | $492,615 | $492,615 |
| COMM BANCSHARES IN COM | $173,104 | $173,104 |
| CONOCOPHILLIPS COM | $1,139,297 | $1,139,297 |
| COOPER COS INC COM NEW | $228,774 | $228,774 |
| COSTAR GROUP INC COM | $771,179 | $771,179 |
| CULLEN/FROST BANKERS INC COM | $217,695 | $217,695 |
| CVS HEALTH CORP COM | $1,080,250 | $1,080,250 |
| DENTSPLY SIRONA INC COM | $315,984 | $315,984 |
| DOLLAR GEN CORP NEW COM | $1,173,135 | $1,173,135 |
| DOVER CORP COM | $141,386 | $141,386 |
| DOWDUPONT INC COM USD0.01 | $664,483 | $664,483 |
| EDWARDS LIFESCIENCES CORP COM | $924,222 | $924,222 |
| EVEREST RE GROUP COM | $221,260 | $221,260 |
| EXPRESS SCRIPTS HLDG CO COM | $685,568 | $685,568 |
| FACEBOOK INC CL A CL A | $2,417,502 | $2,417,502 |
| FLOWERS FOODS INC COM | $343,718 | $343,718 |
| FORTINET INC COM | $168,207 | $168,207 |
| GALLAGHER ARTHUR J & CO COM | $281,596 | $281,596 |
| GENERAL DYNAMICS CORP COM | $594,888 | $594,888 |
| GENERAL ELECTRIC CO | $800,955 | $800,955 |
| GUIDEWIRE SOFTWARE INC COM USD0.0001 | $159,659 | $159,659 |
| HENRY SCHEIN INC COMMON STOCK | $167,712 | $167,712 |
| HORMEL FOODS CORP COM | $387,554 | $387,554 |
| IDEX CORP COM | $184,758 | $184,758 |
| ILLUMINA INC COM | $1,114,299 | $1,114,299 |
| INCYTE CORP COM | $897,377 | $897,377 |
| INTEGRA LIFESCIENCES HLDG CORP COM DESP | $294,339 | $294,339 |
| INTL FLAVORS & FRAGRANCES INC COM | $76,305 | $76,305 |
| JOHNSON & JOHNSON COM USD1 | $894,068 | $894,068 |
| JOHNSON CTL INC COM | $1,157,553 | $1,157,553 |
| JPMORGAN CHASE & CO COM | $1,343,166 | $1,343,166 |
| LAB CORP AMER HLDGS COM NEW | $319,020 | $319,020 |
| LOGMEIN INC COM | $154,575 | $154,575 |
| LOWES COS INC COM | $1,247,162 | $1,247,162 |
| LOXO ONCOLOGY INC COM | $348,253 | $348,253 |
| MASIMO CORP COM STK | $25,440 | $25,440 |
| MC CORMICK & CO INC COM NON-VTG | $206,368 | $206,368 |
| MEDIDATA SOLUTIONS INC COM | $139,414 | $139,414 |
| MEDTRONIC PLC COMMON STOCK STOCK | $1,208,828 | $1,208,828 |
| MERCK & CO INC NEW COM | $611,261 | $611,261 |
| MFB NTGI COM DAILY S&P 500 EQTY | $39,655,499 | $39,655,499 |
| MFB NTGI-QM COMMON DAILY ALL CTRY WORLD EX-US EQTY INDEX FD - LENDING | $19,897,237 | $19,897,237 |
| MFO DFA US SMALL CAP PORTFOLIO | $13,270,466 | $13,270,466 |
| MFO GMO BENCHMARK-FREE ALLOC FD CL III | $13,419,474 | $13,419,474 |
| MICROSOFT CORP COM | $1,119,719 | $1,119,719 |
| MOLSON COORS BREWING CO CL B CL B | $320,073 | $320,073 |
| MONSTER BEVERAGE CORP NEW COM | $1,162,954 | $1,162,954 |
| MORNINGSTAR INC COM STK | $92,122 | $92,122 |
| NETFLIX INC COM STK | $1,722,841 | $1,722,841 |
| NORDSON CORP COM | $380,640 | $380,640 |
| NORTHERN TR CORP COM | $359,604 | $359,604 |
| NUVASIVE INC COM | $210,564 | $210,564 |
| OCCIDENTAL PETROLEUM CORP | $871,398 | $871,398 |
| OKTA INC CL A CL A | $83,233 | $83,233 |
| ORACLE CORP COM | $1,075,242 | $1,075,242 |
| PALO ALTO NETWORKS INC COM USD0.0001 | $1,322,578 | $1,322,578 |
| PFIZER INC COM | $1,051,177 | $1,051,177 |
| PHILIP MORRIS INTL COM STK NPV | $1,168,066 | $1,168,066 |
| PHILLIPS 66 COM | $988,236 | $988,236 |
| PNC FINANCIAL SERVICES GROUP COM STK | $348,749 | $348,749 |
| PROSPERITY BANCSHARES INC COM | $213,714 | $213,714 |
| QUALCOMM INC COM | $1,075,024 | $1,075,024 |
| RAYTHEON CO | $399,745 | $399,745 |
| RED HAT INC COM | $372,310 | $372,310 |
| REGENERON PHARMACEUTICALS INC COM | $954,938 | $954,938 |
| RITCHIE BROS AUCTIONEERS INC COM | $233,454 | $233,454 |
| SALESFORCE COM INC COM STK | $2,312,954 | $2,312,954 |
| SALLY BEAUTY HLDGS INC COM STK | $197,918 | $197,918 |
| SANOFI SPONSORED ADI | $613,008 | $613,008 |
| SCHWAB CHARLES CORP COM NEW | $1,186,647 | $1,186,647 |
| SERVICENOW INC | $1,890,655 | $1,890,655 |
| SMUCKERS J M CO COM NEW COM | $260,904 | $260,904 |
| SNYDERS-LANCE INC COM | $295,472 | $295,472 |
| SPLUNK INC COMSTK COM USD0.001 | $1,248,813 | $1,248,813 |
| STARBUCKS CORP COM | $627,423 | $627,423 |
| STERICYCLE INC COM | $186,973 | $186,973 |
| STERIS PLC NEW STERIS LTD COMSTK | $214,302 | $214,302 |
| SVB FINANCIAL GROUP COMMON STOCK | $105,197 | $105,197 |
| SYNOPSYS INC COM | $161,956 | $161,956 |
| TABLEAU SOFTWARE INC CL A CL A | $193,760 | $193,760 |
| TEXAS INSTRUMENTS INC COM | $917,401 | $917,401 |
| THE PRICELINE GROUP INC | $1,355,437 | $1,355,437 |
| TRACTOR SUPPLY CO COM | $186,875 | $186,875 |
| TREEHOUSE FOODS INC COM | $229,494 | $229,494 |
| TWENTY-FIRST CENTURY FOX INC CL A | $928,857 | $928,857 |
| ULTA BEAUTY INC COM STK USD0.01 | $212,477 | $212,477 |
| UNITED TECHNOLOGIES CORP COM | $982,289 | $982,289 |
| VEEVA SYS INC CL A COM CL A COM | $63,572 | $63,572 |
| VERISK ANALYTICS INC COM STK | $278,400 | $278,400 |
| VERIZON COMMUNICATIONS COM | $875,250 | $875,250 |
| VISA INC COM CL A STK | $2,847,650 | $2,847,650 |
| WABTEC CORP COM | $329,792 | $329,792 |
| WATERS CORP COM | $299,445 | $299,445 |
| WELLS FARGO & CO NEW COM STK | $1,337,470 | $1,337,470 |
| WEX INC | $183,599 | $183,599 |
| WILEY JOHN & SONS INC CL A | $286,013 | $286,013 |
| WORKDAY INC CL A COM USD0.001 | $234,002 | $234,002 |
| XL GROUP LTD XL GROUP LTD COM NPV | $643,428 | $643,428 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CF BOYD WATTERSON GSA FUND LP | FMV | $10,593,017 | $10,593,017 |
| CF ARROWSTREET CAPITAL INTERNATIONAL ALLCAP EQUITY FUND | FMV | $20,146,578 | $20,146,578 |
| SECURITES LENDING PROGRAM INVESTMENTS | FMV | $8,499,137 | $8,499,137 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OFFICE FURNITURE AND FIXTURES | CategoryOrItemTxt |
| Cost Or Other Basis | $108,621 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $98,912 | AccumulatedDepreciationAmt |
| Book Value | $9,709 | BookValueAmt |
| EOYFMV | $9,709 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $3,476 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,476 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INTEREST AND DIVIDENDS | $158,623 | $156,164 | $156,164 |
| PREPAID TAXES | $40,220 | $64,629 | $64,629 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFFERENCE ON INVESTMENTS | Desc |
| Amt | $461,142 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES | $22,967 | $11,484 | $11,208 |
| INSURANCE | $11,582 | $0 | $11,670 |
| UTILITIES | $3,326 | $0 | $3,004 |
| SECURITIES LENDING | $43,465 | $43,465 | $0 |
| JANITOR | $6,500 | $0 | $6,500 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITIES LENDING INCOME | Desc |
| Revenue And Expenses Per Books | $85,555 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $85,555 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $85,555 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $17,358,361 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYABLE UNDER SECURITIES LENDING PROGRAM | Desc |
| BOY Book Value | $15,597,798 | BOYBookValueAmt |
| EOY Book Value | $8,499,137 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT COUNSELING | $585,747 | $585,747 | $0 |
| CUSTODIAL FEES | $55,268 | $55,268 | $0 |
| CONSULTING FEES | $91,163 | $91,163 | $0 |
| TRUSTEE EXPENSE | $6,227 | $6,227 | $0 |
| INVESTMENT EXPENSES | $110,014 | $110,014 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $465,473 | $0 | $0 |
| FOREIGN TAXES | $31,325 | $31,325 | $0 |
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