DORSEY FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- DORSEY FOUNDATION INC (EIN 46-3002776)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-15
- IRS object ID
- 201741359349101019
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-15T09:56:22-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 N Illinois Street | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463002776 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dorsey Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ERIN DORSEY | InCareOfNm |
| Business Name Control | DORS | BusinessNameControlTxt |
| Phone | 3177535640 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5868 E 71st Street E-217 | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46220 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIN DORSEY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3177535640 | PhoneNum |
| Signature | 2017-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HOLLY M PANTZER | PreparerPersonNm |
| PTIN | P00137289 | PTIN |
| Phone | 3173834000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.22.227.161 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 43033020171355000008 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-05-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 33712E44BE7824A4BE054BBAB3F5B71CAF8867E2 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | FFF7F274DADCAA8E0CE38D07CF9D20C5EFBA7BDD | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,343,838 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,826 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,826 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $199,855 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $199,855 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $79,981 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,440,309 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $79,981 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $681 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $681 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $285,343 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $285,343 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $6,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $6,950 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $60,362 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $60,362 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,592 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,592 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,355 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $72,259 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $63,954 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,950 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $720,145 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $720,145 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $792,404 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $63,954 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $727,095 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$507,061 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $221,389 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $401,059 | CashBOYAmt |
| Cash EOY | $497,999 | CashEOYAmt |
| Cash EOYFMV | $497,999 | CashEOYFMVAmt |
| Corporate Stock BOY | $8,906,706 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,302,705 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,845,839 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $9,307,765 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,800,704 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,343,838 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Additional Paid In Capital BOY | $9,307,765 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $8,800,704 | AdditionalPaidInCapitalEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,307,765 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,800,704 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,307,765 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,800,704 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,307,765 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$507,061 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,800,704 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,800,704 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| WELLS FARGO 8039 - SEE ATTACHED | P | $230,611 | $226,496 | $4,115 | $4,115 | ||
| WELLS FARGO 8039 - SEE ATTACHED | P | $1,380,398 | $1,274,219 | $106,179 | $106,179 | ||
| NOYES 3602 - SEE ATTACHED | P | $4,005 | $4,031 | -$26 | -$26 | ||
| NOYES 3602 - SEE ATTACHED | P | $293,419 | $312,250 | -$18,831 | -$18,831 | ||
| NOYES 9579 - SEE ATTACHED | $28,658 | $26,297 | $2,361 | $2,361 | |||
| NOYES 9579 - SEE ATTACHED | P | $71,250 | $62,246 | $9,004 | $9,004 | ||
| 3132.598 SHARES JOHN HANCOCK FDS II | P | $31,639 | $32,610 | -$971 | -$971 | 2015-12-24 | 2016-04-26 |
| 38597.425 SHARES JOHN HANCOCK FDS II | P | $389,834 | $422,179 | -$32,345 | -$32,345 | 2016-04-26 | |
| CAPITAL GAIN DIVIDENDS | P | $10,495 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $79,981 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $498,012 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,745,830 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.0511 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $580,430 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,108,400 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.057421 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $268,890 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,008,891 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.026865 | DistributionYr3Rt |
| Total Distribution | 0.135386 | TotalDistributionRt |
| Average Distribution | 0.045129 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,146,105 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $412,755 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,214 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $414,969 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $727,095 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,214 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,214 | SubtotalAmt |
| Tax Based On Investment Income | $2,214 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $28,275 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $28,275 | TotalPaymentsAndCreditsAmt |
| Overpayment | $26,061 | OverpaymentAmt |
| Applied To ES Tax | $26,061 | AppliedToESTaxAmt |
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 |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IN | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERIN DORSEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3177535640 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5868 E 71ST STREET E-217 | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46220 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| Erin Dorsey | ||||||||
| 5868 E 71st Street Suite E-217 | Indianapolis | IN | 46220 | President | 1.0 | $0 | $0 | $0 |
| Scott Dorsey | ||||||||
| 5868 E 71st Street Suite E-217 | Indianapolis | IN | 46220 | Treasurer | 1.0 | $0 | $0 | $0 |
| Carol Dorsey | ||||||||
| 5868 E 71st Street Suite E-217 | Indianapolis | IN | 46220 | Secretary | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS LLC | |||||
| 8888 KEYSTONE CROSSING SUITE 400 | INDIANAPOLIS | IN | 46240 | INVESTMENT MGMT | $55,754 |
| DAVID A NOYES & COMPANY | |||||
| 8888 KEYSTONE CROSSING SUITE 105 | INDIANAPOLIS | IN | 46240 | INVESTMENT MGMT | $4,608 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,985,022 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $300,364 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,285,386 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,285,386 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $139,281 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,146,105 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $457,305 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $457,305 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,214 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,214 | TotalTaxAmt |
| Distributable Before Adj | $455,091 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $455,091 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $455,091 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $727,095 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $727,095 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,214 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $724,881 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $455,091 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $204,308 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $80,934 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $18,246 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $303,488 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $727,095 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $455,091 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $272,004 | RemainingDistriFromCorpusAmt |
| Total Corpus | $575,492 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $575,492 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $204,308 | ExcessFromYear3Amt |
| Excess From Year2 | $80,934 | ExcessFromYear2Amt |
| Excess From Year1 | $18,246 | ExcessFromYear1Amt |
| Excess From Current Year | $272,004 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SCOTT AND ERIN DORSEY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| Indianapolis Zoo | ||||||||
| 1200 West Washington Street | PO BOX 22309 | Indianapolis | IN | 46222 | None | PC | General | $10,000 |
| Noble of Indiana | ||||||||
| 7701 E 21ST ST | INDIANAPOLIS | IN | 462192406 | None | PC | General | $5,000 | |
| Hollis Adams Foundation | ||||||||
| PO BOX 20512 | INDIANAPOLIS | IN | 46220 | None | PC | General | $10,000 | |
| School On Wheels | ||||||||
| 2605 E 62ND STREET | SUITE 2005 | INDIANAPOLIS | IN | 46220 | None | PC | General | $5,000 |
| IMA | ||||||||
| 4000 MICHIGAN ROAD | INDIANAPOLIS | IN | 46208 | None | PC | General | $9,405 | |
| Gleaner's Food Bank Of Indiana | ||||||||
| 3737 WALDEMERE AVE | INDIANAPOLIS | IN | 46241 | None | PC | General | $5,000 | |
| The Village of Merici | ||||||||
| 5707 LAWTON LOOP EAST DRIVE BOX 22 | Indianapolis | IN | 462162302 | None | PC | General | $25,000 | |
| Indiana Historical Society | ||||||||
| 450 WEST OHIO STREET | INDIANAPOLIS | IN | 462023269 | None | PC | General | $5,000 | |
| JDRF International | ||||||||
| 10401 N MERIDIAN STREET SUITE 150 | INDIANAPOLIS | IN | 46290 | None | PC | General | $5,000 | |
| Keep Indianapolis Beautiful | ||||||||
| 1029 FLETCHER AVENUE SUITE 100 | INDIANAPOLIS | IN | 46203 | None | PC | General | $25,000 | |
| The Children's Museum of Indianapolis | ||||||||
| PO BOX 3000 | INDIANAPOLIS | IN | 462063000 | None | PC | General | $74,240 | |
| Joy's House | ||||||||
| 2028 E BROAD RIPPLE AVE | INDIANAPOLIS | IN | 46220 | None | PC | General | $5,000 | |
| Wheeler Mission | ||||||||
| 205 E NEW YORK STREET | INDIANAPOLIS | IN | 46204 | None | PC | General | $2,500 | |
| Indiana University Foundation | ||||||||
| PO BOX 500 | BLOOMINGTON | IN | 474020500 | NONE | PC | GENERAL | $137,000 | |
| AGAPE THERAPEUTIC RIDING RESOURCES INC | ||||||||
| 24970 MT PLEASANT ROAD | PO BOX 207 | CICERO | IN | 46034 | NONE | PC | GENERAL | $2,500 |
| BINFORD REDEVELOPMENT & GROWTH INC | ||||||||
| 5868 E 71ST STREET E-104 | INDIANAPOLIS | IN | 46220 | NONE | PC | GENERAL | $20,000 | |
| DEAFHOOD FOUNDATION | ||||||||
| 249 W JACKSON BOX NBR 303 | HAYWARD | CA | 945441811 | NONE | PC | GENERAL | $5,000 | |
| CATCH THE STARS FOUNDATION | ||||||||
| PO BOX 53337 | INDIANAPOLIS | IN | 46253 | NONE | PC | GENERAL | $10,000 | |
| THE NATURE CONSERVANCY | ||||||||
| 4245 N FAIRFAX DR STE 100 | ARLINGTON | VA | 22203 | NONE | PC | GENERAL | $20,000 | |
| ST VINCENT HOSPITAL FOUNDATION INC | ||||||||
| 10330 N MERIDIAN STREET NO 430N | INDIANAPOLIS | IN | 46290 | NONE | SO I | GENERAL | $2,500 | |
| Central Indiana Community Foundation | ||||||||
| 615 NORTH ALABAMA STREET | INDIANAPOLIS | IN | 46204 | NONE | PC | GENERAL | $21,000 | |
| Food Rescue Inc | ||||||||
| 14938 Redcliff Dr | Noblesville | IN | 460627113 | NONE | PC | GENERAL | $25,000 | |
| Brackets for Good Inc | ||||||||
| 220 Raintree Dr | Zionsville | IN | 460772013 | NONE | PC | GENERAL | $10,000 | |
| Northwestern University | ||||||||
| 633 Clark St | Evanston | IL | 60208 | NONE | PC | GENERAL | $10,000 | |
| Roman Catholic Archdiocese of Indianapolis | ||||||||
| 1400 N Meridian St | Indianapolis | IN | 462022305 | NONE | PC | GENERAL | $7,000 | |
| Teachers Treasures Inc | ||||||||
| 1800 E 10th St | Indianapolis | IN | 462011906 | NONE | PC | GENERAL | $6,000 | |
| Center for Interfaith Cooperation Inc | ||||||||
| 1100 W 42nd St Ste 125 | Indianapolis | IN | 462083327 | NONE | PC | GENERAL | $1,000 | |
| National Park Foundation | ||||||||
| 1110 Vermont Avenue NW NO 200 | Washington | DC | 20005 | NONE | PC | GENERAL | $500 | |
| Benjamin Harrison Presidential Site Inc | ||||||||
| 1230 N Delaware St | Indianapolis | IN | 462022531 | NONE | PC | GENERAL | $5,000 | |
| Junior Achievement of Central Indiana | ||||||||
| 9449 Priority Way West S100 | Indianapolis | IN | 462406425 | NONE | PC | GENERAL | $10,000 | |
| St Baldricks Foundation Inc | ||||||||
| 1333 South Mayflower Ave | Monrovia | CA | 91016 | NONE | PC | GENERAL | $1,000 | |
| Cathedral High School | ||||||||
| 5225 East 56th Street | Indianapolis | IN | 46226 | NONE | PC | GENERAL | $25,000 | |
| Providence Cristo Rey High School Inc | ||||||||
| 1400 N Meridian St | Indianapolis | IN | 462022305 | NONE | PC | GENERAL | $2,500 | |
| Path Forward | ||||||||
| 3 Park Ave 41st Floor | New York | NY | 10016 | NONE | PC | GENERAL | $5,000 | |
| Indiana Golf Foundation Inc | ||||||||
| PO Box 516 | Franklin | IN | 461310516 | NONE | PC | GENERAL | $1,000 | |
| Jr Hildebrand Edu Initiative | ||||||||
| 166 Santa Rosa Ave | Sausalito | CA | 94965 | NONE | PC | GENERAL | $10,000 | |
| James Whitcomb Riley Memorial Association | ||||||||
| 30 South Meridian Street No 200 | Indianapolis | IN | 462043509 | NONE | PC | GENERAL | $10,000 | |
| Indianapolis Symphony Orchestra Foundation Inc | ||||||||
| 32 E Washington St Ste 600 | Indianapolis | IN | 462042919 | NONE | PC | GENERAL | $5,000 | |
| CYO Camp Rancho Framasa Inc | ||||||||
| 2230 N Clay Lick Road | Nashville | IN | 47448 | NONE | SO I | GENERAL | $7,000 | |
| Women's Care Center | ||||||||
| 4901 W 86th Street | Indianapolis | IN | 46268 | NONE | PC | GENERAL | $5,000 | |
| Harrison Fund | ||||||||
| 1230 N Delaware St | Indianapolis | IN | 46202 | NONE | PC | GENERAL | $5,000 | |
| Historic Landmarks Foundation of Indiana Inc | ||||||||
| 1201 Central Ave | Indianapolis | IN | 462022656 | NONE | PC | GENERAL | $10,000 | |
| Kellogg School of Management | ||||||||
| 2001 Sheridan Rd | Evanston | IL | 60208 | NONE | PC | GENERAL | $10,000 | |
| EntouRAJ For Kids Inc | ||||||||
| 1310 East 96th Street Suite 100 | INDIANAPOLIS | IN | 46240 | NONE | PC | GENERAL | $10,000 | |
| Allie and Friends Foundation | ||||||||
| 1122 KENILWORTH DR NO 307 | TOWSON | MD | 21204 | NONE | PC | GENERAL | $5,000 | |
| Little Sisters of the Poor of Indianapolis Inc | ||||||||
| 2345 W 86th Street | INDIANAPOLIS | IN | 46260 | NONE | PC | GENERAL | $10,000 | |
| NEXTECHORG INC | ||||||||
| 615 N ALABAMA STREET | INDIANAPOLIS | IN | 46204 | NONE | PF | GENERAL | $120,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $720,145 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,826 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $199,855 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $79,981 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS REVENUE | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $681 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $285,343 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $285,343 | 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 |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEXTECHORG INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 615 N ALABAMA STREET | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2016-11-17 | GrantDt |
| Grant | $120,000 | GrantAmt |
| Purpose Of Grant | GENERAL | PurposeOfGrantTxt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Results Of Verification | THE ORGANIZATION APPLIED FOR PUBLIC CHARITY STATUS ON JANUARY 1, 2015 AND IS CURRENTLY IN THE 60-MONTH PERIOD OF OPERATING AS A PUBLIC CHARITY BEFORE ITS PRIVATE FOUNDATION STATUS IS TERMINATED. | ResultsOfVerificationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| WELLS FARGO #8039 | $0 | $0 |
| WELLS FARGO #0372 | $0 | $0 |
| NOYES #9579 | $5,455,805 | $6,080,058 |
| NOYES #3602 | $2,846,900 | $2,765,781 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS EXPENSE | Desc |
| Revenue And Expenses Per Books | $1,355 | RevenueAndExpensesPerBooksAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Revenue And Expenses Per Books | $681 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $681 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| WELLS FARGO #8039 | $49,186 | $49,186 |
| WELLS FARGO #0372 | $6,568 | $6,568 |
| NOYES #9579 | $3,741 | $3,741 |
| NOYES #3602 | $867 | $867 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $3,592 | Amt |
| Net Investment Income | $3,592 | NetInvestmentIncomeAmt |
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