ELKS NATIONAL FOUNDATION INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ELKS NATIONAL FOUNDATION INC (EIN 26-3718342)
- Tax period
- 2017-04-01 to 2018-03-31
- Filed
- 2018-07-24
- IRS object ID
- 201832059349300538
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-07-24T12:14:11-07:00 | ReturnTs |
| Tax Period End | 2018-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363802885 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FK Advisors | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 Academy Drive Suite 140 | AddressLine1Txt |
| City | Northbrook | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60062 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263718342 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Elks National Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ELKS | BusinessNameControlTxt |
| Phone | 7737554728 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2750 N Lakeview Avenue | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60614 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | James OKelley III | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Signature | 2018-07-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jerry Fitzpatrick | PreparerPersonNm |
| PTIN | P00094643 | PTIN |
| Phone | 8477706700 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | James OKelley III | PrincipalOfficerNm |
| Gross Receipts | $173,190,298 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.elks.org/enf | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1928 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | The Foundation's mission is to help the Benevolent and Protective Order of Elks of the United States of America (BPOE) build stronger communities by offering college scholarships, funding programs that build the character and confidence of youth, serving and honoring veterans, and providing Elks Lodges and State Associations with resources they need to accomplish their charitable objectives. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 23 | TotalEmployeeCnt |
| Total Volunteers | 11300 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $7,576,046 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,002,055 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $23,721,470 | PYInvestmentIncomeAmt |
| CY Investment Income | $38,623,865 | CYInvestmentIncomeAmt |
| PY Other Revenue | $177,525 | PYOtherRevenueAmt |
| CY Other Revenue | $180,004 | CYOtherRevenueAmt |
| PY Total Revenue | $31,475,041 | PYTotalRevenueAmt |
| CY Total Revenue | $45,805,924 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $22,754,567 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $24,716,409 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,312,769 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,269,715 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $800,149 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,156,857 | PYOtherExpensesAmt |
| CY Other Expenses | $3,469,199 | CYOtherExpensesAmt |
| PY Total Expenses | $27,224,193 | PYTotalExpensesAmt |
| CY Total Expenses | $29,455,323 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,250,848 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $16,350,601 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $778,124,909 | TotalAssetsBOYAmt |
| Total Assets EOY | $785,467,177 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $121,741,975 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $85,920,544 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $656,382,934 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $699,546,633 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The Foundation's mission is to help the Benevolent and Protective Order of Elks of the United States of America (BPOE) build stronger communities by offering college scholarships, funding programs that build the character and confidence of youth, serving and honoring veterans, and providing Elks Lodges and State Associations with resources they need to accomplish their charitable objectives. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $9,359,791 | ExpenseAmt |
| Grant | $9,359,791 | GrantAmt |
| Desc | The Foundation provided grants ranging to $10,000 to help Elks Lodges implement projects and programs that address unmet needs in their communities in lasting and meaningful ways. Approximately 1,700 Elks Lodges participated in this grant program. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $9,273,462 | ExpenseAmt |
| Grant | $9,273,462 | GrantAmt |
| Desc | The Foundation provided grants to the Elks State Associations to help fund their charitable activities. These activities include medical care and research, in-home treatment for children with disabilities, youth camps, shelters for abused women, and state level programs consistent with those provided by the Foundation. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,576,845 | ExpenseAmt |
| Grant | $3,576,845 | GrantAmt |
| Desc | The Foundation provided one to four year academic scholarships up to $15,000 per year to approximately 3,000 individuals for the purpose of undergraduate or graduate education. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $5,122,376 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $2,506,311 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $27,332,474 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (true) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 25 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 23 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Johnetta Tyler | PersonNm |
| Phone | 7737554884 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 425 W Diversey Parkway | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606146196 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Charles F Williams | ||||||||
| Trustee/Past Ch | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| F Louis Sulsberger | ||||||||
| Chairman | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Louis J Grillo | ||||||||
| Vice Chairman | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| James M McQuillan | ||||||||
| Secretary | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| Frank O Garland | ||||||||
| Asst Secretary | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| C Valentine Bates | ||||||||
| Asst Treasurer | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| James W Damon | ||||||||
| Treasurer | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| James OKelley III | ||||||||
| Director | 40.00 | 0.00 | $125,094 | $0 | $25,959 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $125,094 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $25,959 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Bernzott Capital Advisors | |||||
| 888 W Ventura Blvd Suite B | Camarillo | CA | 93010 | Investment Advisor | $442,874 |
| Columbia Management | |||||
| 227 W Monroe St Suite 3700 | Chicago | IL | 60606 | Investment Advisor | $306,131 |
| JPMorgan Asset Management | |||||
| 270 Park Avenue 7th Fl | New York | NY | 10017 | Investment Advisor | $679,196 |
| Chicago Equity Partners LLC | |||||
| 180 N LaSalle Street Suite 3800 | Chicago | IL | 60601 | Investment Advisor | $155,146 |
| Sunny Day Entertainment Inc | |||||
| 2368 Achilles Drive | Los Angeles | CA | 90046 | Drug Prev Campaign | $420,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $250,000 | GovernmentGrantsAmt |
| All Other Contributions | $6,752,055 | AllOtherContributionsAmt |
| Noncash Contributions | $23,180 | NoncashContributionsAmt |
| Total Contributions | $7,002,055 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,246,191 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $15,246,191 | RelatedOrExemptFuncIncomeAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $109,603 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $109,603 | RelatedOrExemptFuncIncomeAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $150,762,048 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $127,384,374 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $23,377,674 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,377,674 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $23,377,674 | RelatedOrExemptFuncIncomeAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Revenue | Desc |
| Total Revenue Column | $70,401 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $70,401 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $70,401 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $45,805,924 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $38,803,869 | RelatedOrExemptFuncIncomeAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,139,564 | TotalAmt |
| Program Services | $21,139,564 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,576,845 | TotalAmt |
| Program Services | $3,576,845 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,004,613 | TotalAmt |
| Program Services | $400,436 | ProgramServicesAmt |
| Management And General | $382,622 | ManagementAndGeneralAmt |
| Fundraising | $221,555 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,159 | TotalAmt |
| Program Services | $18,307 | ProgramServicesAmt |
| Management And General | $17,372 | ManagementAndGeneralAmt |
| Fundraising | $8,480 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,348 | TotalAmt |
| Program Services | $59,323 | ProgramServicesAmt |
| Management And General | $58,955 | ManagementAndGeneralAmt |
| Fundraising | $24,070 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,595 | TotalAmt |
| Program Services | $31,304 | ProgramServicesAmt |
| Management And General | $29,531 | ManagementAndGeneralAmt |
| Fundraising | $17,760 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $424,665 | TotalAmt |
| Program Services | $386,233 | ProgramServicesAmt |
| Management And General | $25,862 | ManagementAndGeneralAmt |
| Fundraising | $12,570 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $356,703 | TotalAmt |
| Program Services | $343,385 | ProgramServicesAmt |
| Management And General | $1,465 | ManagementAndGeneralAmt |
| Fundraising | $11,853 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,806 | TotalAmt |
| Program Services | $3,594 | ProgramServicesAmt |
| Management And General | $26,951 | ManagementAndGeneralAmt |
| Fundraising | $29,261 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,792 | TotalAmt |
| Program Services | $1,483 | ProgramServicesAmt |
| Management And General | $35,309 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,532 | TotalAmt |
| Program Services | $4,200 | ProgramServicesAmt |
| Management And General | $130,332 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $595,218 | TotalAmt |
| Program Services | $561,849 | ProgramServicesAmt |
| Management And General | $25,424 | ManagementAndGeneralAmt |
| Fundraising | $7,945 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $383,434 | TotalAmt |
| Program Services | $306,697 | ProgramServicesAmt |
| Management And General | $31,434 | ManagementAndGeneralAmt |
| Fundraising | $45,303 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $208 | TotalAmt |
| Management And General | $208 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Overhead Allocation | $405,672 | $24,313 | $364,035 | $17,324 |
| Postage and Shipping | $345,825 | $113,964 | $58,518 | $173,343 |
| Printing and Publications | $278,747 | $137,130 | $9,730 | $131,887 |
| Awards and Recognition | $200,806 | $122,332 | $78,474 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $246,791 | TotalAmt |
| Program Services | $101,515 | ProgramServicesAmt |
| Management And General | $124,952 | ManagementAndGeneralAmt |
| Fundraising | $20,324 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,455,323 | TotalAmt |
| Program Services | $27,332,474 | ProgramServicesAmt |
| Management And General | $1,322,700 | ManagementAndGeneralAmt |
| Fundraising | $800,149 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $684,681 | BOYAmt |
| EOY | $1,062,544 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,825,052 | BOYAmt |
| EOY | $9,634,967 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $722,135 | BOYAmt |
| EOY | $266,928 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,775 | BOYAmt |
| EOY | $8,228 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,953 | BOYAmt |
| EOY | $172,126 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,227 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $208 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $6,019 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $655,412,652 | BOYAmt |
| EOY | $699,162,529 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,623,958 | BOYAmt |
| EOY | $71,193,135 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,749,703 | BOYAmt |
| EOY | $3,960,701 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $778,124,909 | BOYAmt |
| EOY | $785,467,177 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $880,036 | BOYAmt |
| EOY | $826,884 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,271,496 | BOYAmt |
| EOY | $12,994,596 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,590,443 | BOYAmt |
| EOY | $72,099,064 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,741,975 | BOYAmt |
| EOY | $85,920,544 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $649,535,551 | BOYAmt |
| EOY | $692,913,425 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,561,124 | BOYAmt |
| EOY | $6,346,949 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $286,259 | BOYAmt |
| EOY | $286,259 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $656,382,934 | BOYAmt |
| EOY | $699,546,633 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $778,124,909 | BOYAmt |
| EOY | $785,467,177 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $16,350,601 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $28,265,331 | NetUnrlzdGainsLossesInvstAmt |
| Investment Expense | -$2,422,057 | InvestmentExpenseAmt |
| Prior Period Adjustments | $915,824 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $54,000 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | false | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,848,795 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,597,829 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,708,503 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,576,046 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,002,055 | CurrentTaxYearAmt |
| Total | $43,733,228 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,848,795 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,597,829 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,708,503 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,576,046 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,002,055 | CurrentTaxYearAmt |
| Total | $43,733,228 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $43,733,228 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,406,684 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,825,802 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,917,839 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,281,530 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,426,195 | CurrentTaxYearAmt |
| Total | $72,858,050 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $116,591,278 | TotalSupportAmt |
| Public Support CY170 | 0.37510 | PublicSupportCY170Pct |
| Public Support PY170 | 0.37600 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $650,451,375 | BeginningYearBalanceAmt |
| Contributions | $7,015,130 | ContributionsAmt |
| Investment Earnings Or Losses | $64,178,609 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $24,716,409 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,692,580 | OtherExpendituresAmt |
| Administrative Expenses | $1,322,700 | AdministrativeExpensesAmt |
| End Year Balance | $692,913,425 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $610,887,204 | BeginningYearBalanceAmt |
| Contributions | $6,971,434 | ContributionsAmt |
| Investment Earnings Or Losses | $57,407,007 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $22,851,385 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,553,607 | OtherExpendituresAmt |
| Administrative Expenses | $1,325,102 | AdministrativeExpensesAmt |
| End Year Balance | $649,535,551 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $634,984,102 | BeginningYearBalanceAmt |
| Contributions | $6,708,503 | ContributionsAmt |
| Investment Earnings Or Losses | $2,851,162 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $24,563,374 | GrantsOrScholarshipsAmt |
| Other Expenditures | $284,381 | OtherExpendituresAmt |
| Administrative Expenses | $1,823,013 | AdministrativeExpensesAmt |
| End Year Balance | $617,872,999 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $584,942,294 | BeginningYearBalanceAmt |
| Contributions | $6,789,777 | ContributionsAmt |
| Investment Earnings Or Losses | $40,516,095 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $19,185,392 | GrantsOrScholarshipsAmt |
| Other Expenditures | $966,539 | OtherExpendituresAmt |
| Administrative Expenses | $2,343,944 | AdministrativeExpensesAmt |
| End Year Balance | $609,752,291 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $541,087,042 | BeginningYearBalanceAmt |
| Contributions | $6,523,483 | ContributionsAmt |
| Investment Earnings Or Losses | $61,189,970 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $18,811,956 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,965,310 | OtherExpendituresAmt |
| Administrative Expenses | $2,080,935 | AdministrativeExpensesAmt |
| End Year Balance | $584,942,294 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.99000 | BoardDesignatedBalanceEOYPct |
| Term Endowment Balance EOY | 0.01000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,227 | OtherCostOrOtherBasisAmt |
| Depreciation | $208 | DepreciationAmt |
| Book Value | $6,019 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,019 | TotalBookValueLandBuildingsAmt |
| Total Book Value Securities | $71,193,135 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Collateral under Securities Lending Prog | Desc |
| Amt | $72,099,064 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $72,099,064 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $71,703,198 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $28,265,331 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $54,000 | OtherRevenueAmt |
| Revenue Not Reported | $28,319,331 | RevenueNotReportedAmt |
| Revenue Subtotal | $43,383,867 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $2,422,057 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $2,422,057 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $45,805,924 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $29,455,323 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $29,455,323 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $29,455,323 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: Intended uses of the endowment fund. | The sole activity of the Foundation is the maintenance and operation of an endowment fund for the accumulation, administration, use, and disbursement of contributions, income, and appreciation in accordance with Section 501(c)(3) of the United States Internal Revenue Code, and related powers and purposes as set forth in the Foundations Articles of Incorporation. |
| Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 | Change in Value of Split-Interest $54000 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Recipient EINRecipientEIN |
|---|---|---|---|---|---|---|---|
| Elks Lodges | |||||||
| c/o 2750 N Lakeview Ave | Chicago | IL | 60614 | $9,359,791 | $0 | Community Investment Programs | |
| Elks National Vet Serv Comm | |||||||
| 2750 N Lakeview Ave | Chicago | IL | 60614 | $2,110,452 | $0 | Programs Support | 131548228 |
| Elks State Associations | |||||||
| c/o 2750 N Lakeview Ave | Chicago | IL | 60614 | $9,273,462 | $0 | Grants | |
| Elks Vet Mem Restoration Tr | |||||||
| 425 W Diversey Parkway | Chicago | IL | 60614 | $395,859 | $0 | General Support | 363718320 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 49 | Total501c3OrgCnt |
| Total Other Org | 1617 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Scholarships | GrantTypeTxt |
| Recipient | 861 | RecipientCnt |
| Cash Grant | $3,576,845 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Grantmaker's Description of How Grants are Used | FormAndLineReferenceDesc |
| Explanation | Grants to the Elks National Veterans Service Commission and to the Elks Veterans Memorial Restoration Trust are based on their projected operating expenses. These organizations submit proposed budgets to the Foundation and the board of trustees approves an annual grant based on those budgets. These organizations provide the Foundation with their annual audited financial statements. Grants to the Elks State Associations are calculated using current and historical contribution rates of donors within the state. Each state association must submit a budget for its grant that is subject to review and approval by the Foundation before payment. At the conclusion of the grant year, the state association is required to furnish the Foundation an accounting and certification indicating how the grant funds were used. The Foundation compares the certification report with the budget and follows up with the association to resolve any significant discrepancies. In the event that a state association does not submit a certifiction report or fails to adhere to the grant guidelines, the Foundation withholds future grants. Grants to Elks Lodges are made for community related projects or activities. All lodge grants require written application and are subject to review and approval by the Foundation. Larger "Impact Grants" require a signed grant agreement from the lodge that spells out the term of the grant. For the duration of the grant, the lodge provides quartely progress reports detailing activites and how the funds are used. At the end of the grant period or project completion, the lodge provides a final report and is required to return any unused funds. On-site visits by the Foundation are also made to assess the use of the award. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
| Rebuttable Presumption Proc | false | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | James OKelley III | PersonNm |
| Title | Director | TitleTxt |
| Base Compensation Filing Org | $124,070 | BaseCompensationFilingOrgAmt |
| Bonus Filing Organization | $1,024 | BonusFilingOrganizationAmount |
| Deferred Compensation Flng Org | $6,255 | DeferredCompensationFlngOrgAmt |
| Nontaxable Benefits Filing Org | $19,704 | NontaxableBenefitsFilingOrgAmt |
| Total Compensation Filing Org | $151,053 | TotalCompensationFilingOrgAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4d: Other Program Services Description | OTHER PROGRAM SERVICES 4: The Foundation provided funds to the Elks Veterans Service Commission for various programs benefiting veterans. The Foundation also provided funds to the Elks Veterans Memorial Restoration Trust to help pay for needed maintenance and upkeep of the Elks Veteran Memorial. OTHER PROGRAM SERVICES 5: Other program expenses |
| Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder | The Foundation's board of trustees is appointed by the Grand Exalted Ruler (GER) of the Benevolent and Protective Order of Elks of the United States of America (BPOE). The GER is elected by the membership of the BPOE. |
| Form 990, Part VI, Line 11b: Form 990 Review Process | Form 990 is reviewed by the Director. The trustees of the board receive a copy of the Form 990 and any questions or comments that arise are discussed with the Director. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | The Foundation maintains a written conflict of interest policy that is signed by each trustee upon joining the board. In addition, each trustee and the Foundation's officers are required to review the policy annually and sign a conflict of interest certification to acknowledge that the policy was reviewed. They are required to disclose all material facts of any actual or possible conflict of interest by themselves or their families to the Director and other trustees. The board of trustees, exclusive of the interested person, determines whether a conflict of interest exists and whether it is in the best interest of the Foundation to enter into the transaction or arrangement. |
| Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management | The Benevolent and Protective Order of Elks of the United States of America (BPOE) maintains a compensation committee that reviews annual salaries based on performance, cost of living adjustments and market data. |
| Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | The Benevolent and Protective Order of Elks of the United States of America (BPOE) maintains a compensation committee that reviews annual salaries based on performance, cost of living adjustments and market data. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | Requests for audited financial statements, tax returns, conflict of interest policy and governing documents are channeled through the Director and made available upon request. |
| Other Changes In Net Assets Or Fund Balances - Other Increases | Change in Value of Split-Interest = $54000 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Exempt Code SectionExemptCodeSectionTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|
| Benevolent and Protective Order of Elks | ||||||||||
| 2750 N Lakeview Avenue | Chicago | IL | 60614 | 360793011 | Fraternal | 501(c)(8) | N/A | false | ||
| Elks Veterans Memorial Restoration Trust | ||||||||||
| 425 W Diversey Parkway | Chicago | IL | 60614 | 363718320 | Public Building Maintenance | 501(c)(3) | false | 7 | Benevolent and Protective Order of Elks | |
| Elks National Veterans Service Commissio | ||||||||||
| 2750 N Lakeview Avenue | Chicago | IL | 60614 | 131548228 | Service for veterans | 501(c)(3) | false | 7 | Benevolent and Protective Order of Elks | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Benevolent and Protective Order of Elks | ||
| n | $295,939 | Book Value |
| Elks Veterans Memorial Restoration Trust | ||
| b | $390,997 | Book Value |
| Elks Veterans Memorial Restoration Trust | ||
| k | $130,332 | Book Value |
| Elks National Veterans Service Commissio | ||
| b | $2,110,452 | Book Value |
| Elks National Veterans Service Commissio | ||
| o | $18,974 | Book Value |
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