RICHARD M FAIRBANKS FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- RICHARD M FAIRBANKS FOUNDATION INC (EIN 31-1189885)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202543219349104199
- Schema version
- 2024v5.1
- 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
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T13:07:55+00:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 701 13th St NW Suite 852 | AddressLine1Txt |
| City | Washington | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | 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 | 311189885 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Richard M Fairbanks Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RICH | BusinessNameControlTxt |
| Phone | 3178467111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 820 Massachusetts Ave Suite 1365 | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kevin Kessinger | PersonNm |
| Person Title | Treasurer and CFO | PersonTitleTxt |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Steve Lenivy | PreparerPersonNm |
| PTIN | P01635350 | PTIN |
| Phone | 2026245555 | PhoneNum |
| Preparation | 2025-11-17 | 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 | $387,266,061 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $515,229 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $513,625 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,027,259 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,998,227 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,797,028 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $10,736,755 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $13,406,785 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $13,008,658 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $30,746,301 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $30,257,265 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,129,226 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $181,660 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $947,566 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $935,453 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $49,577 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $885,876 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $562,101 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $74,257 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $487,844 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $48,374 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $7,256 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $41,118 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $82,727 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $49,636 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $33,091 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,186,882 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,152,563 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $34,319 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $978,844 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $927,904 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $132,815 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $90,391 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $375,163 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $241,466 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $177,797 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $26,670 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $151,127 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $113,726 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $17,059 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $96,667 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,289,504 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,276,179 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,619,194 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,012,612 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,094,618 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,296,802 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $14,292,187 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $14,292,187 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $25,304,799 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,094,618 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $18,588,989 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,441,502 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $24,162,647 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $369,362 | CashBOYAmt |
| Cash EOY | $182,804 | CashEOYAmt |
| Cash EOYFMV | $182,804 | CashEOYFMVAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $10,676 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $10,675 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $10,675 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $24,303,787 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $24,862,237 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $24,862,237 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $350,844,821 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $361,198,047 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $361,198,047 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,202,977 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $190,679 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $8,529 | LandBOYAmt |
| Land EOY | $1,012,298 | LandEOYAmt |
| Land EOYFMV | $1,012,298 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $375,537,175 | TotalAssetsBOYAmt |
| Total Assets EOY | $387,266,061 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $387,266,061 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,440 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $1,440 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $375,535,735 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $387,266,061 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $375,535,735 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $387,266,061 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $375,537,175 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $387,266,061 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $375,535,735 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,441,502 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,288,824 | OtherIncreasesAmt |
| Subtotal | $387,266,061 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $387,266,061 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| GAIN/LOSS ON PUBLICLY TRADED SECURITIES | P | $6,069,768 | $6,069,768 | $0 | $6,069,768 |
| GAIN/LOSS FROM PASS-THROUGH INVESTMENTS | P | $4,666,987 | $4,666,987 | $0 | $4,666,987 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,736,755 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $335,861 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $335,861 | SubtotalAmt |
| Tax Based On Investment Income | $335,861 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $354,608 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $50,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $404,608 | TotalPaymentsAndCreditsAmt |
| Overpayment | $68,747 | OverpaymentAmt |
| Applied To ES Tax | $68,747 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | HI | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | LA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.rmff.org | WebsiteAddressTxt |
| Individual With Books | Kevin Kessinger | IndividualWithBooksNm |
| Phone | 3178467111 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 820 Massachusetts Ave Suite 1365 | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (14 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|---|
| DANIEL APPEL | ||||||||
| 820 Massachusetts Ave | Suite 1365 | Indianapolis | IN | 46204 | CHAIRMAN | 1.00 | $0 | $0 |
| AMANDULA ANDERSON | ||||||||
| 820 Massachusetts Ave | Suite 1365 | Indianapolis | IN | 46204 | DIRECTOR | 1.00 | $0 | $0 |
| BRYAN MILLS | ||||||||
| 820 Massachusetts Ave | Suite 1365 | Indianapolis | IN | 46204 | DIRECTOR | 1.00 | $0 | $0 |
| DR CHRISTOPHER CALLAHAN | ||||||||
| 820 Massachusetts Ave | Suite 1365 | Indianapolis | IN | 46204 | DIRECTOR | 1.00 | $0 | $0 |
| JEFFREY HARRISON | ||||||||
| 820 Massachusetts Ave | Suite 1365 | Indianapolis | IN | 46204 | DIRECTOR | 1.00 | $0 | $0 |
| JONATHAN FAIRBANKS | ||||||||
| 820 Massachusetts Ave | Suite 1365 | Indianapolis | IN | 46204 | DIRECTOR | 1.00 | $0 | $0 |
| MARIO RODRIGUEZ | ||||||||
| 820 Massachusetts Ave | Suite 1365 | Indianapolis | IN | 46204 | DIRECTOR | 1.00 | $0 | $0 |
| THOMAS RISTINE | ||||||||
| 820 Massachusetts Ave | Suite 1365 | Indianapolis | IN | 46204 | DIRECTOR (Through 08/24) | 1.00 | $0 | $0 |
| ZAINAB BASS | ||||||||
| 820 Massachusetts Ave | Suite 1365 | Indianapolis | IN | 46204 | DIRECTOR | 1.00 | $0 | $0 |
| CLAIRE FIDDIAN-GREEN | ||||||||
| 820 Massachusetts Ave | Suite 1365 | Indianapolis | IN | 46204 | CEO | 40.00 | $455,960 | $67,544 |
| ELLEN QUIGLEY | ||||||||
| 820 Massachusetts Ave | Suite 1365 | Indianapolis | IN | 46204 | VP OF PROGRAMS | 40.00 | $260,707 | $22,762 |
| KEVIN KESSINGER | ||||||||
| 820 Massachusetts Ave | Suite 1365 | Indianapolis | IN | 46204 | CFO | 40.00 | $242,741 | $61,061 |
| ANDREA FARMER | ||||||||
| 820 Massachusetts Ave | Suite 1365 | Indianapolis | IN | 46204 | CCO | 40.00 | $180,156 | $47,628 |
| CHRIS LOWERY | ||||||||
| 820 Massachusetts Ave | Suite 1365 | Indianapolis | IN | 46204 | DIRECTOR (From 11/24) | 1.00 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|---|
| EMILYN WHITESELL | ||||||||
| 820 Massachusetts Ave | Suite 1365 | Indianapolis | IN | 46204 | SR DIR OF LEARNING | 40.00 | $172,256 | $45,017 |
| STACIA MURPHY | ||||||||
| 820 Massachusetts Ave | Suite 1365 | Indianapolis | IN | 46204 | SR PROGRAM OFFICER | 40.00 | $168,699 | $37,399 |
| KATHRYN NIELSEN | ||||||||
| 820 Massachusetts Ave | Suite 1365 | Indianapolis | IN | 46204 | SR PROGRAM OFFICER | 40.00 | $153,721 | $35,400 |
| SCOTT SEMESTER | ||||||||
| 820 Massachusetts Ave | Suite 1365 | Indianapolis | IN | 46204 | EXECUTIVE ASSISTANT | 40.00 | $85,781 | $22,182 |
| TRACI JOHNSON | ||||||||
| 820 Massachusetts Ave | Suite 1365 | Indianapolis | IN | 46204 | PROG ADMIN | 40.00 | $79,200 | $20,131 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 3 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Hall Capital Partners | |||||
| One Maritime Plaza 6th Floor | San Francisco | CA | 94111 | Investment management services | $1,046,482 |
| Well Done Marketing | |||||
| 1043 Virginia Ave Suite 1A | INDIANAPOLIS | IN | 46204 | COMMUNICATION SERVICES | $361,301 |
| EnvelopIQ | |||||
| 905 NORTH CAPITAL AVENUE SUITE 202 | INDIANAPOLIS | IN | 46204 | Information Technology Services | $179,428 |
| Resultant LLC | |||||
| 111 Monument Circle Suite 202 | INDIANAPOLIS | IN | 46204 | INFORMATION TECHNOLOGY SERVICES | $150,000 |
| Crowe LLP | |||||
| 320 E Jerrerson Blvd PO Box 7 | SOUTH BEND | IN | 466240007 | Tax & Accounting Services | $80,802 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 2 | 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 | $64,838,669 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $410,677 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $314,756,254 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $380,005,600 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $380,005,600 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,700,084 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $374,305,516 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,715,276 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,715,276 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $335,861 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $335,861 | TotalTaxAmt |
| Distributable Before Adj | $18,379,415 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $18,379,415 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $18,379,415 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $18,588,989 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $18,588,989 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,379,415 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $16,497,864 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $18,588,989 | QualifyingDistributionsAmt |
| Applied To Year1 | $16,497,864 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,091,125 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $16,288,290 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (155 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Allies | ||||||||
| 6401 Gateway Drive 531965 | Indianapolis | IN | 46253 | None | PC | Matching Gift Donation | $1,030 | |
| Alzheimer's Association | ||||||||
| 2200 Cabot Drive Suite 460 | Lisle | IL | 60532 | None | PC | Matching Gift Donation | $9,000 | |
| American Cabaret Theatre | ||||||||
| 924 N Pennsylvania Street Suite B | Indianapolis | IN | 46204 | None | PC | Matching Gift Donation | $1,000 | |
| American Traditions Vocal Collection | ||||||||
| PO Box 15972 | Savannah | GA | 31416 | None | PC | Matching Gift Donation | $100 | |
| Aspire Indiana Health Inc | ||||||||
| 9615 East 148th Street | Noblesville | IN | 46060 | None | PC | Capital support | $500,000 | |
| Beech Grove City Schools | ||||||||
| 5334 Hornet Ave | Beech Grove | IN | 46107 | None | GOV | College Matters: Meeting the Moment. | $80,000 | |
| Broadway CaresEquity Fights AIDS | ||||||||
| 165 West 46th Street Suite 1300 | New York | NY | 10036 | None | PC | Matching Gift Donation | $516 | |
| Brookside Community Development Corporation | ||||||||
| 1035 N Olney St | Indianapolis | IN | 46201 | None | PC | 2024 Charitable Grant | $25,000 | |
| Butler University | ||||||||
| 4600 Sunset Avenue | Indianapolis | IN | 462083485 | None | PC | Gift Honoring Thomas Ristine's Service | $5,000 | |
| Cancer Services of Northeast Indiana | ||||||||
| 6316 Mutual Dr | Fort Wayne | IN | 46825 | None | PC | Matching Gift Donation | $525 | |
| Candid (dba) | ||||||||
| 4801 Courthouse Street Suite 220 | Williamsburg | VA | 23188 | None | PC | 2024 Annual Membership | $11,000 | |
| Careerwise Colorado | ||||||||
| 400 S Colorado Blvd Suite 400 | Denver | CO | 80246 | None | PC | Sponsorship of the NYAS Networking Happy Hour | $10,000 | |
| Careerwise Colorado | ||||||||
| 400 S Colorado Blvd Suite 400 | Denver | CO | 80246 | None | PC | Sponsorship to support US Advanced CEMETS Institute in 2025 | $25,000 | |
| Center for Leadership Development | ||||||||
| 2425 Dr Martin Luther King Jr Str | Indianapolis | IN | 46208 | None | PC | Support for expanded FAFSA/college enrollment supports as part of College Matters | $100,000 | |
| Central Indiana Corporate Partnership Foundation Inc | ||||||||
| 1210 Waterway Blvd Suite 5000 | Indianapolis | IN | 46202 | None | SO I | Continued funding for Ascend Indiana's Youth Apprenticeship Marion County Pilot and Statewide Master Plan | $2,000,000 | |
| Central Indiana Corporate Partnership Foundation Inc | ||||||||
| 1210 Waterway Blvd Suite 5000 | Indianapolis | IN | 46202 | None | SO I | Business Equity for Indy Organizational Capacity | $333,334 | |
| Central Indiana Corporate Partnership Foundation Inc | ||||||||
| 1210 Waterway Blvd Suite 5000 | Indianapolis | IN | 46202 | None | SO I | Support to BioCrossroads for Start-up of Healthcare Talent Association | $100,000 | |
| Central Indiana Corporate Partnership Foundation Inc | ||||||||
| 1210 Waterway Blvd Suite 5000 | Indianapolis | IN | 46202 | None | SO I | Support to Conexus for Start-Up Advanced Manufacturing Talent Association | $125,000 | |
| Central Indiana Corporate Partnership Foundation Inc | ||||||||
| 1210 Waterway Blvd Suite 5000 | Indianapolis | IN | 46202 | None | SO I | 2024 Annual Membership | $16,500 | |
| Christel House Academy | ||||||||
| 3808 Shelby Street Suite 2 | Indianapolis | IN | 46227 | None | PC | College Matters: Meeting the Moment. | $80,000 | |
| Circle City Fellows | ||||||||
| 6542 Grosvenor Place | Indianapolis | IN | 46220 | None | PC | Matching Gift Donation | $1,730 | |
| City Church of East Nashville | ||||||||
| 805 Woodland St Ste 330 | Nashville | TN | 37206 | None | PC | Matching Gift Donation | $103 | |
| College of William & Mary | ||||||||
| 5300 Discovery Park Blvd | Williamsburg | VA | 23124 | None | GOV | Matching Gift Donation | $1,000 | |
| College of William & Mary Foundation | ||||||||
| PO Box 1693 | Harlan | IA | 51593 | None | PC | Matching Gift Donation | $2,000 | |
| Community Health Network Foundation | ||||||||
| 7330 Shadeland Station Suite 150 | Indianapolis | IN | 46256 | None | SO II | Matching Gift Donation | $500 | |
| Community Health Network Foundation | ||||||||
| 7330 Shadeland Station Suite 150 | Indianapolis | IN | 46256 | None | SO II | Matching Gift Donation | $1,000 | |
| Community Health Network Foundation | ||||||||
| 7330 Shadeland Station Suite 150 | Indianapolis | IN | 46256 | None | SO II | Matching Gift Donation | $6,900 | |
| Community Health Network Foundation | ||||||||
| 7330 Shadeland Station Suite 150 | Indianapolis | IN | 46256 | None | SO II | 2024 Circle of Hope Lunch Sponsorship | $2,500 | |
| Constructing Our Future | ||||||||
| 609 East 29th Street Suite 102 | Indianapolis | IN | 46205 | None | PC | 2024 Charitable Grant | $25,000 | |
| Crown Hill Heritage Foundation | ||||||||
| 700 West 38th Street | Indianapolis | IN | 46208 | None | PC | Family Legacy Grant designated for Historic Preservation and Education Programs 2024-2025 | $25,000 | |
| Davidson College | ||||||||
| College Relations 209 Ridge Rd Box | Davidson | NC | 28035 | None | PC | Matching Gift Donation | $15,000 | 5000 |
| Dove Recovery House for Women Inc | ||||||||
| 3551 N Meridian St Suite 110 | Indianapolis | IN | 46208 | None | PC | Capital Support for Facility Expansion | $500,000 | |
| Dress for Success Indianapolis | ||||||||
| 820 N Meridian Street | Indianapolis | IN | 46204 | None | PC | Matching Gift Donation | $7,500 | |
| Eagle Creek Park Foundation | ||||||||
| 7840 W 56th St | Indianapolis | IN | 46254 | None | PC | Matching Gift Donation | $1,250 | |
| Economic Club of Indiana Inc | ||||||||
| 1630 N Meridian Street | Indianapolis | IN | 46202 | None | PC | 2024-2025 Platinum Sponsorship | $11,500 | |
| Economic Club of Indiana Inc | ||||||||
| 1630 N Meridian Street | Indianapolis | IN | 46202 | None | PC | Luncheon Sponsorship | $2,780 | |
| EdChoice | ||||||||
| 111 Monument Circle Suite 2650 | Indianapolis | IN | 46204 | None | PC | General Operating Support 2023-2025 | $250,000 | |
| Eiteljorg Museum of American Indians & Western Art | ||||||||
| 500 W Washington Street | Indianapolis | IN | 46204 | None | PC | Matching Gift Donation | $3,750 | |
| Eskenazi Health Foundation Inc | ||||||||
| 720 Eskenazi Avenue Fifth Third Bui | Indianapolis | IN | 46202 | None | PC | Support for Health Engagement Zone pilot | $1,000,000 | lding |
| Eskenazi Health Foundation Inc | ||||||||
| 720 Eskenazi Avenue Fifth Third Bui | Indianapolis | IN | 46202 | None | PC | Matching Gift Donation | $400 | lding |
| Eskenazi Health Foundation Inc | ||||||||
| 720 Eskenazi Avenue Fifth Third Bui | Indianapolis | IN | 46202 | None | PC | Matching Gift Donation | $4,500 | lding |
| Eskenazi Health Foundation Inc | ||||||||
| 720 Eskenazi Avenue Fifth Third Bui | Indianapolis | IN | 46202 | None | PC | Matching Gift Donation | $15,000 | lding |
| First Congregational United Church of Christ | ||||||||
| 7171 N Pennsylvania St | Indianapolis | IN | 46240 | None | PC | Matching Gift Donation | $200 | |
| Fishers Soccer Club | ||||||||
| 6835 E 161st Street | Noblesville | IN | 46062 | None | PC | Matching Gift Donation | $1,500 | |
| Fishers Soccer Club | ||||||||
| 6835 E 161st Street | Noblesville | IN | 46062 | None | PC | Matching Gift Donation | $1,500 | |
| Fountain Square Presbyterian Church | ||||||||
| 1505 N Delaware Street Suite 200 | Indianapolis | IN | 46202 | None | PC | Matching Gift Donation | $1,901 | |
| Franklin Township Community School Corporation | ||||||||
| 6141 S Franklin Rd | Indianapolis | IN | 46259 | None | GOV | College Matters: Reversing the Trend Planning Grant | $20,000 | |
| Franklin Township Community School Corporation | ||||||||
| 6141 S Franklin Rd | Indianapolis | IN | 46259 | None | GOV | College Matters: Reversing the Trend Implementation Grant | $149,650 | |
| Friends of the Leland Township Library | ||||||||
| PO Box 736 | Leland | MI | 49654 | None | PC | Matching Gift Donation | $1,500 | |
| Fueled for School | ||||||||
| PO Box 373 | Noblesville | IN | 46061 | None | PC | Matching Gift Donation | $3,000 | |
| Gamma Phi Delta Sorority | ||||||||
| PO Box 20778 | Indianapolis | IN | 46220 | None | PC | Matching Gift Donation | $1,155 | |
| Gamma Phi Delta Sorority | ||||||||
| PO Box 20778 | Indianapolis | IN | 46220 | None | PC | Matching Gift Donation | $675 | |
| GenderNexus | ||||||||
| 1100 W 42nd St Ste 140 | Indianapolis | IN | 46208 | None | PC | Matching Gift Donation | $103 | |
| Goodwill Foundation of Central and Southern Indiana | ||||||||
| 1635 W Michigan Street | Indianapolis | IN | 46222 | None | PC | College Matters: Meeting the Moment. | $100,000 | |
| Grantmakers In Health | ||||||||
| 1100 Connecticut Avenue NW Suite 11 | Washington | DC | 20036 | None | PC | 2024 Membership Renewal | $3,325 | 00 |
| Greater Indy Habitat for Humanity | ||||||||
| 3135 N Meridian St | Indianapolis | IN | 46208 | None | PC | Gift Honoring life of Elaine Holmes | $250 | |
| Herron Classical Schools - Herron and Riverside High Schools | ||||||||
| PO Box 881134 | Indianapolis | IN | 46208 | None | PC | Matching Gift Donation | $250 | |
| Herron Classical Schools - Herron and Riverside High Schools | ||||||||
| PO Box 881134 | Indianapolis | IN | 46208 | None | PC | Matching Gift Donation | $264 | |
| Herron Classical Schools - Herron and Riverside High Schools | ||||||||
| PO Box 881134 | Indianapolis | IN | 46208 | None | PC | College Matters: Meeting the Moment. | $100,000 | |
| Historic Landmarks Foundation of Indiana Inc dba Indiana Landmarks | ||||||||
| 1201 Central Avenue | Indianapolis | IN | 46202 | None | PC | Family Legacy Grant for General Operating Support 2024-2025 | $50,000 | |
| Holliday Park Foundation | ||||||||
| 6363 Spring Mill Road | Indianapolis | IN | 46260 | None | SO III FI | Matching Gift Donation | $750 | |
| Holliday Park Foundation | ||||||||
| 6363 Spring Mill Road | Indianapolis | IN | 46260 | None | SO III FI | Matching Gift Donation | $200 | |
| Humane Society of Indianapolis | ||||||||
| 7929 N Michigan Road | Indianapolis | IN | 46268 | None | PC | Matching Gift Donation | $750 | |
| Indiana Black Expo Inc | ||||||||
| 601 N Shortridge Road | Indianapolis | IN | 46219 | None | PC | Support for expanded FAFSA/college enrollment supports as part of College Matters | $100,000 | |
| Indiana Chamber of Commerce Foundation | ||||||||
| 115 W Washington Street Suite 8505 | Indianapolis | IN | 46204 | None | SO II | General operating support | $387,000 | |
| Indiana Chamber of Commerce Foundation | ||||||||
| 115 W Washington Street Suite 8505 | Indianapolis | IN | 46204 | None | SO II | Platinum Sponsorship of the 2025 Indiana Work-Based Learning Conference | $5,000 | |
| Indiana Commission for Higher Education | ||||||||
| 1010 W Ohio Street 300 | Indianapolis | IN | 46204 | None | GOV | Support for expanded FAFSA/college enrollment supports as part of College Matters | $6,484 | |
| Indiana Diaper Bank | ||||||||
| 5303 W 86th Street | Indianapolis | IN | 46268 | None | PC | Matching Gift Donation | $622 | |
| Indiana Latino Institute Inc | ||||||||
| 2126 N Meridian Street Suite 100 | Indianapolis | IN | 46202 | None | PC | Support for expanded FAFSA/college enrollment supports as part of College Matters | $150,000 | |
| Indiana Philanthropy Alliance | ||||||||
| 115 West Washington Street Suite 95 | Indianapolis | IN | 46204 | None | PC | 2024 Membership and Leadership Circle | $20,500 | 0 |
| Indiana Sports Corporation | ||||||||
| 115 W Washington Street Suite 1400 | Indianapolis | IN | 46204 | None | PC | 2024 Silver Medalist Corporate Membership | $5,000 | South Tower |
| Indiana University Foundation | ||||||||
| PO Box 500 | Bloomington | IN | 474020500 | None | PC | Matching Gift Donation | $100 | |
| Indianapolis Chamber of Commerce Foundation | ||||||||
| 111 Monument Circle Suite 1950 | Indianapolis | IN | 46204 | None | SO I | General operating support | $952,950 | |
| Indianapolis Movement Arts Collective | ||||||||
| 4011 N Pennsylvania Street | Indianapolis | IN | 46205 | None | PC | Matching Gift Donation | $256 | |
| Indianapolis Public Schools | ||||||||
| 120 East Walnut | Indianapolis | IN | 46204 | None | GOV | College Matters: Meeting the Moment. | $119,990 | |
| Indianapolis Public Schools | ||||||||
| 120 East Walnut | Indianapolis | IN | 46204 | None | GOV | College Matters: Reversing the Trend Planning Grant | $20,000 | |
| Indianapolis Public Schools Education Foundation | ||||||||
| 120 E Walnut Street | Indianapolis | IN | 46204 | None | PC | College Matters: Reversing the Trend Implementation Grant | $129,278 | |
| Indianapolis Urban League | ||||||||
| 777 Indiana Avenue | Indianapolis | IN | 46202 | None | PC | Support for expanded FAFSA/college enrollment supports as part of College Matters | $100,000 | |
| Indianapolis Zoological Society Inc | ||||||||
| 1200 West Washington Street | Indianapolis | IN | 462220309 | None | PC | Matching Gift Donation | $30,000 | |
| Indianapolis Zoological Society Inc | ||||||||
| 1200 West Washington Street | Indianapolis | IN | 462220309 | None | PC | Matching Gift Donation | $3,750 | |
| Indianapolis Zoological Society Inc | ||||||||
| 1200 West Washington Street | Indianapolis | IN | 462220309 | None | PC | 2025 Indianapolis Prize Sponsorship | $6,000 | |
| Indy Hub Foundation | ||||||||
| 1220 Waterway Blvd | Indianapolis | IN | 46202 | None | SO I | Matching Gift Donation | $383 | |
| Institute for Quality Education | ||||||||
| 101 West Ohio Street Suite 700 | Indianapolis | IN | 46204 | None | PC | 2024 Indiana Educational Excellence Awards Gala | $20,000 | |
| Irvington Community Schools | ||||||||
| 5751 University Ave | Indianapolis | IN | 46219 | None | PC | College Matters: Meeting the Moment. | $72,750 | |
| Ivy Tech Foundation Inc | ||||||||
| 50 W Fall Creek Parkway N Dr | Indianapolis | IN | 462085752 | None | PC | Matching Gift Donation | $9,000 | |
| Ivy Tech Foundation Inc | ||||||||
| 50 W Fall Creek Parkway N Dr | Indianapolis | IN | 462085752 | None | PC | Matching Gift Donation | $3,000 | |
| Judah Ministries Inc | ||||||||
| 9052 Forest Willow Drive | Indianapolis | IN | 46234 | None | PC | 2024 Charitable Grant | $25,000 | |
| Kheprw Institute | ||||||||
| 3549 Boulevard Place | Indianapolis | IN | 46208 | None | PC | Matching Gift Donation | $100 | |
| KIPP Indy Public Schools | ||||||||
| 1740 E 30th St | Indianapolis | IN | 46218 | None | PC | College Matters: Meeting the Moment. | $75,000 | |
| Leelanau Conservancy | ||||||||
| 105 N First Street PO Box 1007 | Leland | MI | 49654 | None | PC | Matching Gift Donation | $7,500 | |
| Little Red Door Cancer Agency | ||||||||
| 1801 N Meridian Street | Indianapolis | IN | 46202 | None | PC | Matching Gift Donation | $1,500 | |
| Lyn House Inc | ||||||||
| 1155 Tecumseh St | Indianapolis | IN | 46201 | None | PC | Matching Gift Donation | $600 | |
| Lyn House Inc | ||||||||
| 1155 Tecumseh St | Indianapolis | IN | 46201 | None | PC | Matching Gift Donation | $600 | |
| Marian University | ||||||||
| 3200 Cold Spring Road ATTN Advancem | Indianapolis | IN | 462221997 | None | PC | School of Engineering | $1,000,000 | ent |
| Marian University | ||||||||
| 3200 Cold Spring Road ATTN Advancem | Indianapolis | IN | 462221997 | None | PC | Gift to honor the life of Danny J. Elsener | $250 | ent |
| Marian University | ||||||||
| 3200 Cold Spring Road ATTN Advancem | Indianapolis | IN | 462221997 | None | PC | Matching Gift Donation | $1,000 | ent |
| Marian University | ||||||||
| 3200 Cold Spring Road ATTN Advancem | Indianapolis | IN | 462221997 | None | PC | Sponsorship of the National Center on Education and the Economy Dinner | $5,000 | ent |
| Meals on Wheels Inc | ||||||||
| 708 E Michigan Street | Indianapolis | IN | 46202 | None | PC | Funding for the NO Limits to Recovery pilot | $91,550 | |
| Mitch Daniels Leadership Foundation | ||||||||
| 11301 N Meridian St | Carmel | IN | 46032 | None | PC | Gift in Honor of Mitch Daniels | $2,500 | |
| MSD of Warren Township | ||||||||
| Attn Ann Lewis Grant Administrato 9 | Indianapolis | IN | 46219 | None | GOV | College Matters: Meeting the Moment. | $120,000 | 75 N Post Road |
| MSD of Warren Township | ||||||||
| Attn Ann Lewis Grant Administrato 9 | Indianapolis | IN | 46219 | None | GOV | College Matters: Reversing the Trend Planning Grant | $20,000 | 75 N Post Road |
| MSD of Warren Township | ||||||||
| Attn Ann Lewis Grant Administrato 9 | Indianapolis | IN | 46219 | None | GOV | College Matters: Reversing the Trend Implementation Grant | $187,500 | 75 N Post Road |
| MSD of Decatur Township | ||||||||
| 5275 Kentucky Ave | Indianapolis | IN | 46221 | None | GOV | College Matters: Meeting the Moment. | $100,000 | |
| MSD of Lawrence Township | ||||||||
| Lawrence Education and Community Ce | Indianapolis | IN | 46236 | None | GOV | College Matters: Meeting the Moment. | $120,000 | 6501 Sunnyside Rd |
| MSD of Pike Township | ||||||||
| 6901 Zionsville Road | Indianapolis | IN | 46268 | None | GOV | College Matters: Meeting the Moment. | $100,000 | |
| MSD of Pike Township | ||||||||
| 6901 Zionsville Road | Indianapolis | IN | 46268 | None | GOV | College Matters: Reversing the Trend Planning Grant | $20,000 | |
| MSD of Washington Township | ||||||||
| 8550 Woodfield Crossing Blvd | Indianapolis | IN | 46240 | None | GOV | College Matters: Meeting the Moment. | $65,538 | |
| MSD of Wayne Township | ||||||||
| 1220 S High School Rd | Indianapolis | IN | 46241 | None | GOV | College Matters: Meeting the Moment. | $120,000 | |
| MSD of Wayne Township | ||||||||
| 1220 S High School Rd | Indianapolis | IN | 46241 | None | GOV | College Matters: Reversing the Trend Planning Grant | $20,000 | |
| MSD of Wayne Township | ||||||||
| 1220 S High School Rd | Indianapolis | IN | 46241 | None | GOV | College Matters: Reversing the Trend Implementation Grant | $171,566 | |
| New Breed of Youth Mentoring Program | ||||||||
| 6701 Oaklandon Rd | Indianapolis | IN | 46236 | None | PC | 2024 Charitable Grant | $25,000 | |
| Newfields | ||||||||
| 4000 Michigan Road | Indianapolis | IN | 462083326 | None | PC | Virginia B. Fairbanks Art & Nature Park | $1,000,000 | |
| Noblesville Youth Baseball | ||||||||
| PO Box 721 | Noblesville | IN | 46061 | None | PC | Matching Gift Donation | $15,000 | |
| Orchard School Foundation | ||||||||
| 615 West 64th Street | Indianapolis | IN | 46260 | None | PC | Matching Gift Donation | $3,750 | |
| PEAK Grantmaking | ||||||||
| 1701 Pennsylvania Ave NW Suite 200 | Washington | DC | 20006 | None | PC | 2024 Membership | $3,000 | |
| Perry Township Schools | ||||||||
| 6548 Orinoco Avenue | Indianapolis | IN | 46227 | None | GOV | College Matters: Meeting the Moment. | $120,000 | |
| Phalen Leadership Academies | ||||||||
| 4352 N Mitthoeffer Road | Indianapolis | IN | 46235 | None | PC | College Matters: Meeting the Moment. | $75,000 | |
| Planned Parenthood Great Northwest Hawaii Alaska Indiana Kentucky | ||||||||
| 2001 E Madison | Seattle | WA | 98122 | None | PC | Matching Gift Donation | $150 | |
| Planned Parenthood Great Northwest Hawaii Alaska Indiana Kentucky | ||||||||
| 2001 E Madison | Seattle | WA | 98122 | None | PC | Matching Gift Donation | $300 | |
| Prelude Opera | ||||||||
| 730 Fort Washington Ave Apt 5M | New York | NY | 10040 | None | PC | Matching Gift Donation | $300 | |
| Purdue Polytechnic High School | ||||||||
| 3029 E Washington Street | Indianapolis | IN | 46201 | None | PC | College Matters: Meeting the Moment. | $80,000 | |
| Purdue Research Foundation | ||||||||
| 403 West Wood Street | West Lafayette | IN | 47907 | None | PC | Matching Gift Donation | $500 | |
| Purdue Research Foundation | ||||||||
| 403 West Wood Street | West Lafayette | IN | 47907 | None | PC | Gift in Honor of Mitch Daniels | $2,500 | |
| Save the Children | ||||||||
| 501 Kings Highway Easte Suite 400 | Fairfield | CT | 06825 | None | PC | Matching Gift Donation | $649 | |
| Second Presbyterian Church | ||||||||
| 7700 N Meridian Street | Indianapolis | IN | 46260 | None | PC | Matching Gift Donation | $3,000 | |
| Second Presbyterian Church | ||||||||
| 7700 N Meridian Street | Indianapolis | IN | 46260 | None | PC | Matching Gift Donation | $2,250 | |
| Soma Midtown Church | ||||||||
| 2815 E 62nd St | Indianapolis | IN | 46220 | None | PC | Matching Gift Donation | $1,304 | |
| Soma Midtown Church | ||||||||
| 2815 E 62nd St | Indianapolis | IN | 46220 | None | PC | Matching Gift Donation | $706 | |
| Spacetaker | ||||||||
| PO Box 66494 | Houston | TX | 77266 | None | PC | Matching Gift Donation | $15,000 | |
| St Andrew's School DE Inc | ||||||||
| 350 Noxontown Road | Middletown | DE | 19709 | None | PC | Matching Gift Donation | $30,000 | |
| Step Up Inc | ||||||||
| 8580 Cedar Place Drive Suite 117 | Indianapolis | IN | 46240 | None | PC | 2024 Charitable Grant | $25,000 | |
| Summer Stock Stage Inc | ||||||||
| P O Box 55012 | Indianapolis | IN | 46205 | None | PC | Matching Gift Donation | $750 | |
| Summer Stock Stage Inc | ||||||||
| P O Box 55012 | Indianapolis | IN | 46205 | None | PC | Matching Gift Donation | $4,500 | |
| The Foundation for Leon County Schools Inc | ||||||||
| 2757 W Pensacola Street | Tallahassee | FL | 32304 | None | PC | Matching Gift Donation | $1,150 | |
| The Honeywell Foundation | ||||||||
| 275 W Market St | Wabash | IN | 46992 | None | PC | Matching Gift Donation | $750 | |
| The Julian Center Inc | ||||||||
| 2011 North Meridian Street | Indianapolis | IN | 46202 | None | PC | Matching Gift Donation | $300 | |
| The Mind Trust | ||||||||
| 1630 N Meridian Street Suite 450 | Indianapolis | IN | 46202 | None | PC | General Operating Support 2023-2025 | $1,350,000 | |
| Trinity Episcopal Church | ||||||||
| 3243 N Meridian St | Indianapolis | IN | 46227 | None | PC | Matching Gift Donation | $3,025 | |
| United Way of Central Indiana | ||||||||
| 2955 N Meridian Street Suite 300 | Indianapolis | IN | 46208 | None | PC | Payroll Matching Gift | $5,647 | |
| University High School of Indiana Inc | ||||||||
| 2825 West 116th Street | Carmel | IN | 46032 | None | PC | Matching Gift Donation | $7,500 | |
| Victory College Prep | ||||||||
| 1780 Sloan Ave | Indianapolis | IN | 46203 | None | PC | College Matters: Meeting the Moment. | $75,000 | |
| Victory College Prep | ||||||||
| 1780 Sloan Ave | Indianapolis | IN | 46203 | None | PC | College Matters: Reversing the Trend Planning Grant | $20,000 | |
| Victory College Prep | ||||||||
| 1780 Sloan Ave | Indianapolis | IN | 46203 | None | PC | College Matters: Reversing the Trend Implementation Grant | $173,942 | |
| Wabash College | ||||||||
| 511 W Wabash Ave | Crawfordsville | IN | 47933 | None | PC | Gift Honoring Thomas Ristine's Service | $5,000 | |
| Wabash College | ||||||||
| 511 W Wabash Ave | Crawfordsville | IN | 47933 | None | PC | Matching Gift Donation | $1,500 | |
| Wake Forest University | ||||||||
| PO Box 7227 | Winston Salem | NC | 27109 | None | PC | Matching Gift Donation | $1,500 | |
| WFYI | ||||||||
| 1630 N Meridian Street | Indianapolis | IN | 462021429 | None | PC | Continued Support for Side Effects Health Reporting and Expanded Education Reporting | $1,060,000 | |
| WFYI | ||||||||
| 1630 N Meridian Street | Indianapolis | IN | 462021429 | None | PC | Matching Gift Donation | $3,750 | |
| WFYI | ||||||||
| 1630 N Meridian Street | Indianapolis | IN | 462021429 | None | PC | Matching Gift Donation | $600 | |
| WFYI | ||||||||
| 1630 N Meridian Street | Indianapolis | IN | 462021429 | None | PC | Matching Gift Donation | $300 | |
| WFYI | ||||||||
| 1630 N Meridian Street | Indianapolis | IN | 462021429 | None | PC | Matching Gift Donation | $750 | |
| Wheeler Mission Ministries | ||||||||
| 205 East New York Street | Indianapolis | IN | 46204 | None | PC | Matching Gift Donation | $635 | |
| World Central Kitchen Inc | ||||||||
| 1342 Florida Ave NW | Washington | DC | 20009 | None | PC | Matching Gift Donation | $521 | |
| You Yes You Project | ||||||||
| 8363 La Habra Ln | Indianapolis | IN | 46236 | None | PC | 2024 Charitable Grant | $25,000 | |
| Young Life | ||||||||
| 136 S 9th Street Suite 28 | Noblesville | IN | 46060 | None | PC | Matching Gift Donation | $12,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $14,292,187 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Beech Grove City Schools | ||||||||
| 5334 Hornet Ave | Beech Grove | IN | 46107 | None | GOV | College Matters: Meeting the Moment | $40,000 | |
| Center for Leadership Development | ||||||||
| 2425 Dr Martin Luther King Jr Str | Indianapolis | IN | 46208 | None | PC | Support for expanded FAFSA/college enrollment supports as part of College Matters | $100,000 | |
| Central Indiana Corporate Partnership Foundation Inc | ||||||||
| 1210 Waterway Blvd Suite 5000 | Indianapolis | IN | 46202 | None | PC | Support to BioCrossroads for Start-Up of Life Sciences and Healthcare Talent Associations | $400,000 | |
| Central Indiana Corporate Partnership Foundation Inc | ||||||||
| 1210 Waterway Blvd Suite 5000 | Indianapolis | IN | 46202 | None | PC | Support to Conexus for Start-Up Advanced Manufacturing Talent Association | $125,000 | |
| Christel House Academy | ||||||||
| 3808 Shelby Street Suite 2 | Indianapolis | IN | 46227 | None | PC | College Matters: Meeting the Moment | $40,000 | |
| EdChoice | ||||||||
| 111 Monument Circle Suite 2650 | Indianapolis | IN | 46204 | None | PC | General Operating Support 2023-2025 | $250,000 | |
| Eskenazi Health Foundation Inc | ||||||||
| 720 Eskenazi Avenue Fifth Third Bui | Indianapolis | IN | 46202 | None | PC | Support for three Health Engagement Zones | $1,000,000 | lding |
| Franklin Township Community School Corporation | ||||||||
| 6141 S Franklin Rd | Indianapolis | IN | 46259 | None | GOV | College Matters: Reversing the Trend Implementation Grant | $1,350,330 | |
| Goodwill Foundation of Central and Southern Indiana | ||||||||
| 1635 W Michigan Street | Indianapolis | IN | 46222 | None | PC | College Matters: Meeting the Moment | $50,000 | |
| Herron Classical Schools - Herron and Riverside High Schools | ||||||||
| 2650 Dr Martin Luther King Jr St 88 | Indianapolis | IN | 46208 | None | PC | College Matters: Meeting the Moment | $50,000 | 1134 |
| Indiana Black Expo Inc | ||||||||
| 601 N Shortridge Road | Indianapolis | IN | 46219 | None | PC | Support for expanded FAFSA/college enrollment supports as part of College Matters | $100,000 | |
| Indiana Commission for Higher Education | ||||||||
| 1010 W Ohio Street 300 | Indianapolis | IN | 46204 | None | GOV | Support for expanded FAFSA/college enrollment supports as part of College Matters | $195,516 | |
| Indiana Latino Institute Inc | ||||||||
| 2126 N Meridian Street Suite 100 | Indianapolis | IN | 46202 | None | PC | Support for expanded FAFSA/college enrollment supports as part of College Matters | $150,000 | |
| Indianapolis Public School Education Foundation | ||||||||
| 120 E Walnut Street | Indianapolis | IN | 46204 | None | PC | College Matters: Reversing the Trend Implementation Grant | $1,370,722 | |
| Indianapolis Public Schools | ||||||||
| 120 East Walnut | Indianapolis | IN | 46204 | None | GOV | College Matters: Meeting the Moment | $61,888 | |
| Indianapolis Urban League | ||||||||
| 777 Indiana Avenue | Indianapolis | IN | 46202 | None | PC | Support for expanded FAFSA/college enrollment supports as part of College Matters | $100,000 | |
| Institute for Quality Education | ||||||||
| 101 West Ohio Street Suite 700 | Indianapolis | IN | 46204 | None | PC | General Operating Support 2023-2025 | $300,000 | |
| Irvington Community Schools | ||||||||
| 5751 University Ave | Indianapolis | IN | 46219 | None | PC | College Matters: Meeting the Moment | $35,250 | |
| KIPP Indy Public Schools | ||||||||
| 1740 E 30th St | Indianapolis | IN | 46218 | None | PC | College Matters: Meeting the Moment | $37,500 | |
| Marian University | ||||||||
| 3200 Cold Spring Road | Indianapolis | IN | 462221997 | None | PC | School of Engineering | $2,000,000 | |
| Meals on Wheels | ||||||||
| 708 E Michigan Street | Indianapolis | IN | 46202 | None | PC | Funding for the NO Limits to Recovery pilot | $45,775 | |
| MSD of Warren Township | ||||||||
| 975 N Post Road | Indianapolis | IN | 46219 | None | GOV | College Matters: Meeting the Moment | $60,000 | |
| MSD of Warren Township | ||||||||
| 975 N Post Road | Indianapolis | IN | 46219 | None | GOV | College Matters: Reversing the Trend Implementation Grant | $1,280,700 | |
| MSD of Decatur Township | ||||||||
| 5275 Kentucky Ave | Indianapolis | IN | 46221 | None | GOV | College Matters: Meeting the Moment | $50,000 | |
| MSD of Lawrence Township | ||||||||
| 6501 Sunnyside Rd | Indianapolis | IN | 46236 | None | GOV | College Matters: Meeting the Moment | $60,000 | |
| MSD of Pike Township | ||||||||
| 6901 Zionsville Road | Indianapolis | IN | 46268 | None | GOV | College Matters: Meeting the Moment | $50,000 | |
| MSD of Washington Township | ||||||||
| 8550 Woodfield Crossing Blvd | Indianapolis | IN | 46240 | None | GOV | College Matters: Meeting the Moment | $67,025 | |
| MSD of Wayne Township | ||||||||
| 1220 S High School Rd | Indianapolis | IN | 46241 | None | GOV | College Matters: Meeting the Moment | $60,000 | |
| MSD of Wayne Township | ||||||||
| 1220 S High School Rd | Indianapolis | IN | 46241 | None | GOV | College Matters: Reversing the Trend Implementation Grant | $1,328,435 | |
| Newfields | ||||||||
| 4000 Michigan Road | Indianapolis | IN | 462083326 | None | PC | Virginia B. Fairbanks Art & Nature Park | $3,000,000 | |
| Perry Township Schools | ||||||||
| 6548 Orinoco Avenue | Indianapolis | IN | 46227 | None | GOV | College Matters: Meeting the Moment | $60,000 | |
| Phalen Leadership Academies | ||||||||
| 4352 N Mitthoeffer Road | Indianapolis | IN | 46235 | None | PC | College Matters: Meeting the Moment | $37,500 | |
| Purdue Polytechnic High School | ||||||||
| 3029 E Washington Street | Indianapolis | IN | 46201 | None | PC | College Matters: Meeting the Moment | $40,000 | |
| The Mind Trust | ||||||||
| 1630 N Meridian Street Suite 450 | Indianapolis | IN | 46202 | None | SO I | General Operating Support 2023-2025 | $400,000 | |
| Victory College Prep | ||||||||
| 1780 Sloan Ave | Indianapolis | IN | 46203 | None | PC | College Matters: Meeting the Moment | $37,500 | |
| Victory College Prep | ||||||||
| 1780 Sloan Ave | Indianapolis | IN | 46203 | None | PC | College Matters: Reversing the Trend Implementation Grant | $1,326,058 | |
| WFYI | ||||||||
| 1630 N Meridian Street | Indianapolis | IN | 462021429 | None | PC | Continued Support for Side Effects Health Reporting and Expanded Education Reporting | $1,080,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $16,739,199 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $515,229 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $29,032 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,998,227 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $60,273 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,736,755 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $828 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,405,957 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $90,133 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $30,656,168 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $30,746,301 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $82,727 | Amt |
| Net Investment Income | $49,636 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $33,091 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | Computation MethodComputationMethodTxt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| FIXED ASSETS | STRAIGHT LINE | $75,717 | $11,358 |
| DEPLETION | $299,446 | $230,108 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | Total NetTotalNetAmt |
|---|---|---|---|
| AVAILABLE UPON REQUEST | |||
| GAINS FROM PUBLICLY TRADED INVESTMENTS | P | $6,069,768 | $6,069,768 |
| AVAILABLE UPON REQUEST | |||
| GAIN /LOSS FROM PASS-THROUGH INVESTMENTS | P | $4,727,260 | $4,727,260 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $24,862,237 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $24,862,237 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SHORT TERM INVESTMENTS | FMV | $43,741,012 | $43,741,012 |
| HEDGE FUNDS | FMV | $72,522,918 | $72,522,918 |
| OTHER ALTERNATIVE INVESTMENTS | FMV | $241,207,709 | $241,207,709 |
| FAIRBANKS LIQUIDATING TRUST | FMV | $3,726,408 | $3,726,408 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| FURNITURE AND FIXTURES | $1,023,549 | $172,736 | $850,813 | $850,813 |
| COMPUTERS AND SOFTWARE | $179,428 | $17,943 | $161,485 | $161,485 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $48,374 | LegalFeesAmt |
| Net Investment Income | $7,256 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $41,118 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| COMMUNICATIONS | $469,219 | $469,219 | |
| SOFTWARE FEES AND CONSULTING | $88,987 | $75,639 | $13,348 |
| COMPUTER SUPPLIES AND MAINTENANCE | $56,756 | $48,243 | $8,513 |
| TELECOMMUNICATIONS | $14,452 | $12,284 | $2,168 |
| PAYROLL SERVICE CHARGES | $8,658 | $7,359 | $1,299 |
| INSURANCE EXPENSE | $38,803 | $32,983 | $5,820 |
| MISCELLANOUS EXPENSE | $60,776 | $51,659 | $9,116 |
| DUES, SUBSCRIPTIONS & PUBLICATIONS | $15,810 | $13,439 | $2,372 |
| INTERNAL GRANTMAKING ACTIVITY | $28,391 | $28,391 | |
| RESEARCH AND EVALUATION PROJECTS | $489,102 | $489,102 | |
| COLLEGE MATTERS - NONGRANT | $376,876 | $376,876 | |
| PRESIDENT'S DISCRETIONARY - NONGRANT | $14,000 | $14,000 | |
| FLOW THROUGH K-1 EXPENSE | $3,627,674 | $3,233,543 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT RELATED INCOME (LOSSES) | Desc |
| Revenue And Expenses Per Books | $13,406,785 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $13,008,658 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized gain | Desc |
| Amt | $6,288,824 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGER FEES | $104,701 | $104,701 | |
| INVESTMENT CONSULTANT FEES | $1,046,482 | $1,046,482 | |
| OTHER PROFESSIONAL FEES | $35,699 | $1,380 | $34,319 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| TAXES - FOREIGN | $52,443 | $52,443 |
| TAXES - EXCISE | $42,424 | |
| TAXES - OTHER | $37,948 | $37,948 |
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