DREXEL FUNDS: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- DREXEL FUNDS (EIN 46-5768451)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-11
- IRS object ID
- 202543159349102714
- Schema version
- 2024v5.2
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Govt Obligations Sch
- Legal Fees 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 | 2025-11-11T16:18:20-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10401 W INNOVATION DR STE 300 | AddressLine1Txt |
| City | WAUWATOSA | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 465768451 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DREXEL FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DREX | BusinessNameControlTxt |
| Phone | 9086129108 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 424 S MICHIGAN ST 1214 | AddressLine1Txt |
| City | SOUTH BEND | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK GLEASON | PersonNm |
| Person Title | MANAGING PARTNER | PersonTitleTxt |
| Phone | 9086129108 | PhoneNum |
| Signature | 2025-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTEN DONLEVY | PreparerPersonNm |
| PTIN | P01670215 | PTIN |
| Phone | 4144761880 | PhoneNum |
| Preparation | 2025-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,428,775 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $8,922,129 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $317,338 | InterestOnSavRevAndExpnssAmt |
| Net Gain Sale Ast Rev And Expnss | $1,500 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,500 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,500 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $15,360 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $9,256,327 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,500 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $515,782 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $461,746 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $254,653 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $62,168 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $31,084 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $31,084 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $47,884 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $23,942 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $23,942 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $128,927 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $64,464 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $64,463 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $63,689 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $215,133 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $256,102 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $256,102 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,006,084 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $119,490 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $375,591 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,716,156 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,770,388 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,722,240 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $119,490 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,145,979 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,534,087 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,031,404 | CashBOYAmt |
| Cash EOY | $761,074 | CashEOYAmt |
| Cash EOYFMV | $761,074 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,731,814 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,667,701 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,667,701 | SavAndTempCashInvstEOYFMVAmt |
| Pledges Rcvbl | $6,818,850 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $8,399,632 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $6,818,850 | PledgesRcvblEOYAmt |
| Other Nts And Loans Rcvbl | $4,024,667 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $1,365,261 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $4,024,667 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $4,984 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $6,823 | PrepaidExpensesEOYAmt |
| US Government Obligations BOY | $4,920,300 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $8,274,172 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Total Assets BOY | $17,453,395 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,553,287 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,428,775 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $51,710 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $65,735 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,171,291 | GrantsPayableBOYAmt |
| Grants Payable EOY | $448,071 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,250,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,223,001 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,763,806 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $5,221,507 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $8,666,625 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $11,008,887 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $11,122,856 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,230,394 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,789,481 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,453,395 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $21,553,287 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,230,394 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,534,087 | ExcessRevenueOverExpensesAmt |
| Other Increases | $25,000 | OtherIncreasesAmt |
| Subtotal | $19,789,481 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $19,789,481 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAIN | PropertyDesc |
| Gross Sales Price | $1,500 | GrossSalesPriceAmt |
| Gain Or Loss | $1,500 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,500 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,500 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,080 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,080 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,080 | OverpaymentAmt |
| Applied To ES Tax | $4,080 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | 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 | WWW.DREXELFUND.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK GLEASON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9086129108 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 424 S MICHIGAN ST 1214 | AddressLine1Txt |
| City | SOUTH BEND | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46601 | 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 | Yes (1) | 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 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 |
|---|---|---|---|---|---|---|---|---|
| BJ CASSIN | ||||||||
| 424 S MICHIGAN ST 1214 | SOUTH BEND | IN | 46601 | CHAIRMAN EMERITUS | 2.00 | $0 | $0 | $0 |
| THOMAS J HEALEY | ||||||||
| 424 S MICHIGAN ST 1214 | SOUTH BEND | IN | 46601 | TREASURER | 2.00 | $0 | $0 | $0 |
| NICK HOWLEY | ||||||||
| 424 S MICHIGAN ST 1214 | SOUTH BEND | IN | 46601 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| DARREN JACKSON | ||||||||
| 424 S MICHIGAN ST 1214 | SOUTH BEND | IN | 46601 | SECRETARY | 2.00 | $0 | $0 | $0 |
| MICHAEL MESSNER | ||||||||
| 424 S MICHIGAN ST 1214 | SOUTH BEND | IN | 46601 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| DARLA ROMFO | ||||||||
| 424 S MICHIGAN ST 1214 | SOUTH BEND | IN | 46601 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| ABIGAIL SCHUMWINGER | ||||||||
| 424 S MICHIGAN ST 1214 | SOUTH BEND | IN | 46601 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| CHRISTOPHER WILSON | ||||||||
| 424 S MICHIGAN ST 1214 | SOUTH BEND | IN | 46601 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| JOHN ERIKSEN | ||||||||
| 424 S MICHIGAN ST 1214 | SOUTH BEND | IN | 46601 | CHAIRMAN | 40.00 | $275,783 | $12,963 | $0 |
| MARK GLEASON | ||||||||
| 424 S MICHIGAN ST 1214 | SOUTH BEND | IN | 46601 | MANAGING PARTNER | 40.00 | $240,000 | $19,790 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| ERIC OGLESBEE | ||||||||
| 424 S MICHIGAN ST 1214 | SOUTH BEND | IN | 46601 | FOUNDERS PROGRAM SEN | 40.00 | $113,106 | $0 | $0 |
| NAOMI DEVEAUX | ||||||||
| 424 S MICHIGAN ST 1214 | SOUTH BEND | IN | 46601 | PARTNER | 40.00 | $104,991 | $0 | $0 |
| AARUSHI PRABHAKAR | ||||||||
| 424 S MICHIGAN ST 1214 | SOUTH BEND | IN | 46601 | INVESTMENT DIRECTOR | 40.00 | $98,895 | $0 | $0 |
| JEFF KERSCHER | ||||||||
| 424 S MICHIGAN ST 1214 | SOUTH BEND | IN | 46601 | PARTNER | 40.00 | $71,667 | $0 | $0 |
| HEATHER BOKON | ||||||||
| 424 S MICHIGAN ST 1214 | SOUTH BEND | IN | 46601 | DIRECTOR OF OPERATIO | 40.00 | $47,412 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID HILL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 AVON ROAD | AddressLine1Txt |
| City | MEMPHIS | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38134 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | CONSULTING | ServiceTypeTxt |
| Compensation | $83,657 | CompensationAmt |
| 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 | $4,920,669 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,762,850 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,683,519 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,683,519 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $115,253 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,568,266 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $378,413 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $378,413 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $378,413 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $378,413 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $378,413 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,145,979 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,145,979 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $378,413 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $3,449,045 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,977,230 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,278,066 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $11,704,341 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,145,979 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $378,413 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,767,566 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $15,471,907 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $15,471,907 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $3,449,045 | ExcessFromYear3Amt |
| Excess From Year2 | $4,977,230 | ExcessFromYear2Amt |
| Excess From Year1 | $3,278,066 | ExcessFromYear1Amt |
| Excess From Current Year | $3,767,566 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALISON RINI | ||||||
| 1254 RIEGELS LANDING DRIVE | SIESTA KEY | FL | 34242 | I | FOUNDERS PROGRAM | $50,000 |
| BE ACADEMY | ||||||
| 938 HAVENHILL DRIVE | NASHVILLE | TN | 37217 | PC | GENERAL SUPPORT GRANT | $50,000 |
| BEN COLAS | ||||||
| 29976 FAIRMONT BLVD | PEPPER PIKE | OH | 44124 | I | FOUNDERS PROGRAM | $67,500 |
| BRANDON SCARBOROUGH | ||||||
| 730 NOME AVE | AKRON | OH | 44320 | I | FOUNDERS PROGRAM | $42,075 |
| BREAKFREE EDUCATION | ||||||
| 2300 N STREET NORTHWEST SUITE 210 | WASHINGTON | DC | 20037 | PC | GENERAL SUPPORT GROUP | $18,800 |
| COOLANU INC | ||||||
| 875 NORTHWEST 178TH STREET | MIAMI | FL | 33162 | PC | GENERAL SUPPORT GRANT | $100,000 |
| CRISTO REY ATLANTA JESUIT HIGH SCHOOL | ||||||
| 222 PIEDMONT AVENUE NORTHEAST | ATLANTA | GA | 30308 | PC | GENERAL SUPPORT GRANT | $150,000 |
| CRISTO REY MIAMI HIGH SCHOOL | ||||||
| 125 NE 119TH STREET | MIAMI | FL | 33161 | PC | GENERAL SUPPORT GRANT | $125,000 |
| CRISTO REY ORANGE COUNTY HIGH SCHOOL | ||||||
| 2204 WEST MCFADDEN AVENUE | SANTA ANA | CA | 92704 | PC | GENERAL SUPPORT GRANT | $200,000 |
| CRISTO REY ORLANDO HIGH SCHOOL INC | ||||||
| 6039 S RIO GRANDE AVE | ORLANDO | FL | 32779 | PC | GENERAL SUPPORT GRANT | $50,000 |
| CRISTO REY RESEARCH TRIANGLE HS NC | ||||||
| 334 BLACKWELL STREET | DURHAM | NC | 27701 | PC | GENERAL SUPPORT GRANT | $93,750 |
| CRISTO REY SEATTLE | ||||||
| 10001 57TH AVENUE SOUTH | SEATTLE | WA | 98178 | PC | GENERAL SUPPORT GRANT | $62,500 |
| CROWN PREP ACADEMY | ||||||
| 2300 NORTH CASSADY AVENUE | COLUMBUS | OH | 43219 | PC | GENERAL SUPPORT GRANT | $35,000 |
| DUBUQUE DREAM CENTER INC | ||||||
| 1600 WHITE STREET | DUBUQUE | IA | 52001 | PC | GENERAL SUPPORT GRANT | $150,000 |
| EMERALD COAST AUTISM CENTER | ||||||
| 80 COLLEGE BLVD E | NICEVILLE | FL | 32578 | PC | GENERAL SUPPORT GRANT | $48,000 |
| GWINNETT GLOBAL SCHOOL | ||||||
| 1945 LAWRENCEVILLE-SUWANEE ROAD | LAWRENCEVILLE | GA | 30043 | PC | GENERAL SUPPORT GRANT | $33,000 |
| ICON PREPARATORY JAX AND TAMPA | ||||||
| 1906 N ROME AVE | TAMPA | FL | 33607 | PC | GENERAL SUPPORT GRANT | $100,000 |
| ICON PREPARATORY SCHOOL CLEVELAND | ||||||
| 15204 PURITAS AVE | CLEVELAND | OH | 44135 | PC | GENERAL SUPPORT GRANT | $100,000 |
| INFINITE POTENTIAL LEARNING ACADEMY | ||||||
| 1900 12TH ST SOUTH | ST PETERSBURG | FL | 33705 | PC | GENERAL SUPPORT GRANT | $90,000 |
| JENNIFER CIMINO | ||||||
| N3650 350TH STREET | MENOMONIE | WI | 54751 | I | FOUNDERS PROGRAM | $37,500 |
| JULIE BILLIART SCHOOL | ||||||
| 8611 WIESE ROAD | BRECKSVILLE | OH | 44141 | PC | GENERAL SUPPORT GRANT | $75,000 |
| KENOSHA CHRISTIAN ACADEMY | ||||||
| 6410 25TH AVENUE | KENOSHA | WI | 53143 | PC | GENERAL SUPPORT GRANT | $88,000 |
| LAB SCHOOL OF MEMPHIS INC | ||||||
| 1738 GALLOWAY AVENUE | MEMPHIS | TN | 38112 | PC | GENERAL SUPPORT GRANT | $124,000 |
| LASALLE EDUCATION CENTER | ||||||
| 31260 SW 136TH AVENUE UNIT 294 | HOMESTEAD | FL | 33033 | GENERAL SUPPORT GRANT | $3,500 | |
| LEARNING INDEPENDENCE FOR TOMORROW INC | ||||||
| 1005 S HIGHLAND AVE | CLEARWATER | FL | 33756 | PC | GENERAL SUPPORT GRANT | $56,000 |
| LIBERTY ACADEMY | ||||||
| 1511 22ND STREET | COLUMBUS | IN | 47201 | PC | GENERAL SUPPORT GRANT | $80,000 |
| LIFE INTERNATIONAL ACADEMY INC | ||||||
| 15435 N MORRIS BRIDGE ROAD | THONOTOSASSA | FL | 33592 | PC | GENERAL SUPPORT GRANT | $44,000 |
| LISA SWINSON | ||||||
| 3509 COLDWATER CREEK DRIVE | ZEBULON | NC | 27597 | I | FOUNDERS PROGRAM | $75,000 |
| LYDIA SCHUMAKE | ||||||
| 807 RIVERCHASE BLVD | MADISON | TN | 37115 | I | FOUNDERS PROGRAM | $37,000 |
| MONICA EVANS | ||||||
| 9137 MICHIGAN DRIVE | CROWN POINT | IN | 46307 | I | FOUNDERS PROGRAM | $22,800 |
| MONTESSORI EARTH SCHOOL (WILDFLOWER) | ||||||
| 2344 WOODWARD AVE | COLUMBUS | OH | 43219 | PC | GENERAL SUPPORT GRANT | $10,000 |
| NOTRE DAME SCHOOL OF MILWAUKEE | ||||||
| 2604 W ORCHARD STREET | MILWAUKEE | WI | 53204 | PC | GENERAL SUPPORT GRANT | $100,000 |
| OPEN WINGS LEARNING COMMUNITY | ||||||
| 7951 36TH AVENUE | KENOSHA | WI | 53142 | I | ACKLES FOUNDERS ALTERNATE PATH PROGRAM GRANT | $18,750 |
| PATRICK LANDRY | ||||||
| 424 S MICHIGAN ST Q | SOUTH BEND | IN | 46601 | I | HAVARD BUSINESS CLASS | $7,250 |
| PINYON MONTESSORI | ||||||
| 515 EAST 100 SOUTH | SALT LAKE CITY | UT | 84102 | PC | GENERAL SUPPORT GRANT | $40,000 |
| REDEFINE THIS | ||||||
| 2300 CENTRAL AVENUE | SARASOTA | FL | 34234 | PC | GENERAL SUPPORT GRANT | $5,000 |
| SAGE MONTESSORI SCHOOL OF NASHVILLE | ||||||
| 631 2ND AVE S | NASHVILLE | TN | 37210 | PC | GENERAL SUPPORT GRANT | $10,000 |
| SAINT MARTIN DE PORRES | ||||||
| 6202 SAINT CLAIR AVENUE | CLEVELAND | OH | 44103 | PC | GENERAL SUPPORT GRANT | $25,000 |
| SCHOOL OF THE ARTS FOR BOYS ACADEMY | ||||||
| P O BOX 1721 | PITTSBORO | NC | 27312 | PC | GENERAL SUPPORT GRANT | $15,000 |
| SETON EDUCATION PARTNERS | ||||||
| 1562 FIRST AVENUE NO 205-2219 | NEW YORK | NY | 100284004 | PC | GENERAL SUPPORT GRANT | $80,000 |
| SHEPHERDS WATCH CHRISTIAN ACADEMY | ||||||
| 507 STONE AVENUE | MATTOON | WI | 54450 | PC | GENERAL SUPPORT GRANT | $80,000 |
| ST AUGUSTINE PREPARATORY | ||||||
| 2607 SOUTH 5TH STREET | MILWAUKEE | WI | 53207 | PC | GENERAL SUPPORT GRANT | $275,000 |
| ST MARCUS LUTHERAN SCHOOL | ||||||
| 2215 N PALMER STRETT | MILWAUKEE | WI | 53212 | PC | GENERAL SUPPORT GRANT | $20,000 |
| SUMMIT CHRISTIAN ACADEMY | ||||||
| 3502 WILSON STREET | MENOMONIE | WI | 54751 | PC | GENERAL SUPPORT GRANT | $95,000 |
| TAMPA TORAH ACADEMY | ||||||
| 5209 TAMPA PALMS BOULEVARD | TAMPA | FL | 33647 | PC | GENERAL SUPPORT GRANT | $60,000 |
| THE BASILICA SCHOOL OF ST MARY STAR OF THE SEA | ||||||
| 700 TRUMAN AVENUE | KEY WEST | FL | 33040 | PC | GENERAL SUPPORT GRANT | $150,000 |
| THE ECCLESIAL SCHOOLS INITIATIVE INC | ||||||
| 849 MATTOCKS COURT | CASSELBERRY | FL | 32707 | PC | GENERAL SUPPORT GRANT | $75,000 |
| THE LEARNING LOUNGE | ||||||
| 9210 SULPHUR SPRINGS | PINE BLUFF | AR | 71603 | PC | GENERAL SUPPORT GRANT | $4,000 |
| THE LIGHT PREPARATORY ACADEMY | ||||||
| 4601 NW 167TH STREET | MIAMI GARDENS | FL | 33055 | I | FOUNDERS PROGRAM | $73,481 |
| THE LINK SCHOOL | ||||||
| 10230 MOLLYLEA DRIVE | BATON ROUGE | LA | 70815 | PC | GENERAL SUPPORT GRANT | $25,000 |
| THE MEANING FOUNDATION (PRIMER) | ||||||
| 915 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90017 | PC | GENERAL SUPPORT GRANT | $195,000 |
| URBAN COMMUNITY SCHOOL | ||||||
| 4909 LORAIN AVENUE | CLEVELAND | OH | 44102 | PC | GENERAL OPERATING SUPPORT | $12,500 |
| WEST VIRGINIA FAMILIES UNITED FOR EDUCATION | ||||||
| 2325 FLAT TOP EGERIA ROAD | FLAT TOP | WV | 25841 | I | FOUNDERS PROGRAM | $18,750 |
| WESTSIDE CHRISTIAN SCHOOL | ||||||
| 2435 EAKIN ROAD | COLUMBUS | OH | 43204 | PC | GENERAL SUPPORT GRANT | $13,000 |
| YESHIVA TORAS CHAIM TORAS EMES | ||||||
| 1025 NE MIAMI GARDENS DRIVE | MIAMI | FL | 33179 | PC | GENERAL SUPPORT GRANT | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,716,156 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $317,338 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,500 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $15,360 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $334,198 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $334,198 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (12 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| THE MCCAUSLAND FOUNDATION | ||||||
| 1 | P O BOX 274 | LAFAYETTE HILL | PA | 19444 | $800,000 | Yes (X) |
| THE FRUTH FAMILY FOUNDATION | ||||||
| 2 | 4041 ARROWHEAD CT | BONITA SPRINGS | FL | 34134 | $350,000 | Yes (X) |
| BETH AND RAVENEL CURRY FOUNDATION | ||||||
| 3 | 499 PARK AVENUE FLOOR 17 | NEW YORK | NY | 10022 | $500,000 | Yes (X) |
| WALTON FAMILY FOUNDATION | ||||||
| 4 | P O BOX 2023 | BENTONVILLE | AZ | 72712 | $1,675,000 | Yes (X) |
| WILSON SHEEHAN FOUNDATION | ||||||
| 5 | 1115 N LIMESTONE ST | SPRINGFIELD | OH | 45503 | $911,739 | Yes (X) |
| ACORN HILL FOUNDATION | ||||||
| 6 | 501 SILVERSIDE ROAD SUITE 123 | WILMINGTON | DE | 19809 | $20,000 | Yes (X) |
| THE SPEEDWELL FOUNDATION | ||||||
| 7 | 2 GIBBS STREET | CHARLESTON | SC | 29401 | $500,000 | Yes (X) |
| THE HOWLEY FOUNDATION | ||||||
| 8 | 600 SUPERIOR AVE E SUITE 1701 | CLEVELAND | OH | 44114 | $2,110,000 | Yes (X) |
| HEALEY FAMILY FOUNDATION | ||||||
| 9 | 7 GIRALDA FARMS SUITE 160 | MADISON | NJ | 07940 | $17,250 | Yes (X) |
| VANGUARD CHARITABLE | ||||||
| 10 | PO BOX 9509 | WARWICK | RI | 02889 | $1,050,000 | Yes (X) |
| DARREN AND TERRY JACKSON FOUNDATION | ||||||
| 11 | 1313 N FRANKLIN PLACE APT 2006 | MILWAUKEE | WI | 53202 | $60,000 | Yes (X) |
| CHARLES AND HELEN SCHWAB | ||||||
| 12 | PO BOX 2226 | PALM BEACH | FL | 33480 | $750,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $47,884 | Amt |
| Net Investment Income | $23,942 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $23,942 | DisbursementsCharitablePrpsAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $8,274,172 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $62,168 | LegalFeesAmt |
| Net Investment Income | $31,084 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $31,084 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $58,411 | $0 | $58,411 |
| MISCELLANEOUS | $12,895 | $0 | $12,895 |
| PROGRAM EXPENSES | $184,796 | $0 | $184,796 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Revenue And Expenses Per Books | $15,360 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $15,360 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANT | Desc |
| Amt | $25,000 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNDISBURED LOAN FUNDS | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $1,250,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $128,927 | Amt |
| Net Investment Income | $64,464 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $64,463 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | CategoryTxt |
| Amt | $63,689 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments