WAYNE COUNTY INDIANA FOUNDATION INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- WAYNE COUNTY INDIANA FOUNDATION INC (EIN 35-1406033)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-14
- IRS object ID
- 201613199349307281
- Schema version
- 2015v2.1
- 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
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-14T14:51:08-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 351476702 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRADY WARE & SCHOENFELD INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE WOODSIDE DRIVE | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47374 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351406033 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAYNE COUNTY INDIANA FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WAYN | BusinessNameControlTxt |
| Phone | 7659621638 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 SOUTH 7TH STREET | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47374 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN C BORCHERS | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 7659621638 | PhoneNum |
| Signature | 2016-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUZANNE K MILLER CPA | PreparerPersonNm |
| PTIN | P00452655 | PTIN |
| Phone | 7659660531 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | STEPHEN C BORCHERS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 SOUTH 7TH STREET | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47374 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,972,651 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WAYNECOUNTYFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1978 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | TO ATTRACT, RECEIVE, HOLD AND DISTRIBUTE CONTRIBUTED FUNDS FOR THE BENEFIT OF WAYNE COUNTY, IN. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Total Volunteers | 70 | TotalVolunteersCnt |
| Total Gross UBI | $4,083 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$3,932 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,134,338 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,797,253 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $472,761 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $504,825 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,217,721 | PYInvestmentIncomeAmt |
| CY Investment Income | $895,492 | CYInvestmentIncomeAmt |
| PY Other Revenue | $76,064 | PYOtherRevenueAmt |
| CY Other Revenue | $67,199 | CYOtherRevenueAmt |
| PY Total Revenue | $5,900,884 | PYTotalRevenueAmt |
| CY Total Revenue | $3,264,769 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,465,026 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,652,907 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $350,068 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $370,628 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $131,793 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $812,392 | PYOtherExpensesAmt |
| CY Other Expenses | $846,621 | CYOtherExpensesAmt |
| PY Total Expenses | $2,627,486 | PYTotalExpensesAmt |
| CY Total Expenses | $2,870,156 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,273,398 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $394,613 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $38,224,981 | TotalAssetsBOYAmt |
| Total Assets EOY | $36,330,693 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,811,598 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,640,760 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $36,413,383 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $34,689,933 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO FOSTER AND ENCOURAGE PRIVATE PHILANTHROPIC GIVING, TO ENHANCE THE SPIRIT OF COMMUNITY, AND TO IMPROVE THE QUALITY OF LIFE IN THE WAYNE COUNTY, INDIANA, AREA NOW AND FOR FUTURE GENERATIONS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,215,284 | ExpenseAmt |
| Grant | $1,215,284 | GrantAmt |
| Revenue | $383,398 | RevenueAmt |
| Desc | GRANTMAKING: THE WAYNE COUNTY FOUNDATION ADMINISTERS 294 FUNDS TO SUPPORT THE COMMUNITY WITH A WIDE RANGE OF ORGANIZATION-SPECIFIC, DONOR DIRECTED, FIELD OF INTEREST, AND UNRESTRICTED GRANTS. THESE GRANTS SERVE TO ENHANCE AND IMPROVE COMMUNITY LIFE, ADDRESS IDENTIFIED HUMAN SERVICE NEEDS, SUPPORT CULTURAL, SOCIAL, HISTORIC AND EDUCATIONAL ENDEAVORS, AND ENCOURAGE BROAD BASED COMMUNITY DEVELOPMENT. IN EVERY CASE, THEY ARE LEVERAGED THROUGH WAYNE COUNTY'S VIBRANT COMMMUNITY OF NOT-FOR-PROFIT ORGANIZATIONS AND SERVICE PROVIDERS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $437,623 | ExpenseAmt |
| Grant | $437,623 | GrantAmt |
| Revenue | $121,427 | RevenueAmt |
| Desc | SCHOLARSHIPS: THE WAYNE COUNTY FOUNDATION ADMINISTERS 130 SCHOLARSHIP FUNDS TO HELP QUALIFIED STUDENTS CONTINUE THEIR POST SECONDARY ACADEMIC STUDIES AT COLLEGES, UNIVERSITIES AND TRADE SCHOOLS IN THE COUNTY, THROUGHOUT THE STATE, AND ACROSS THE REGION. IN ADDITION TO DIRECT SUPPORT FOR THOSE STUDENTS SELECTED, THE FOUNDATION'S SCHOLARSHIPS SERVE TO ENCOURAGE ALL STUDENTS TO DO WELL IN THEIR STUDIES. FOUNDATION SCHOLARSHIPS INCLUDE AWARDS FOR SPECIFIC COURSES OF STUDY AT IDENTIFIED INSTITUTIONS OF HIGHER LEARNING, AS WELL AS A NUMBER OF LESS RESTRICTIVE AWARDS TO SUPPORT GENERAL STUDIES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $307,175 | ExpenseAmt |
| Revenue | $38,128 | RevenueAmt |
| Desc | COMMUNITY DEVELOPMENT: THE FOUNDATION SUPPORTS OR PROVIDES A NUMBER OF PROGRAMS THAT REPRESENT SPECIFIC INITIATIVES TO HELP MOVE THE COMMUNITY FORWARD. THESE INCLUDE A NUMBER OF WORKSHOPS AND SEMINARS TO HELP BUILD CAPACITY IN THE NOT-FOR-PROFIT COMMUNITY; PROGRAMS DESIGNED TO FOSTER THE ENTREPRENEURIAL SPIRIT IN YOUNG CHILDREN; AND FOUNDATION-DIRECTED INITIATIVES TO HELP PROMOTE WOMEN'S PHILANTHROPY AND LEADERSHIP DEVELOPMENT. THE FOUNDATION ALSO USES DISCRETIONARY DOLLARS TO FUND STUDIES AND SUPPORT OTHER OPPORTUNITIES THAT HELP THE COMMUNITY REALIZE A HIGHER QUALITY OF LIFE FOR ALL. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,960,082 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 21 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 6 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHEN C BORCHERS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7659621638 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 SOUTH 7TH STREET | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47374 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| CHRIS HARDIE | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DARLA LANE | ||||||
| CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JILL KING | ||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JOHN ZETZL | ||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| J ROGER GREEN | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JIM TANNER | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LEN CLARK | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEVE HIGINBOTHAM | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BONITA WASHINGTON-LACEY | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| AMY NOE | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAMELA HANCOCK | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SUSAN ISAACS | ||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ELLEN BAKER WALL | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARK SOUKUP | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GREG JANZOW | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN MCBRIDE | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEVE BORCHERS | ||||||
| EXECUTIVE DIRECTOR | 40.00 | $91,291 | $0 | $14,205 | Yes (X) | |
| AMY WALTZ | ||||||
| FINANCE OFFICER | 40.00 | $56,324 | $0 | $10,130 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $147,615 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $24,335 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $35,610 | FundraisingAmt |
| All Other Contributions | $1,761,643 | AllOtherContributionsAmt |
| Noncash Contributions | $247,898 | NoncashContributionsAmt |
| Total Contributions | $1,797,253 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE FEES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $504,825 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $504,825 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $504,825 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,029,159 | TotalRevenueColumnAmt |
| Exclusion | $1,029,159 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $27,549 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $27,549 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $27,549 | TotalRevenueColumnAmt |
| Exclusion | $27,549 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,563,594 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,697,261 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$133,667 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$133,667 | TotalRevenueColumnAmt |
| Exclusion | -$133,667 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $8,060 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $35,610 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $10,621 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,561 | TotalRevenueColumnAmt |
| Exclusion | -$2,561 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MISCELLANEOUS | 900099 | $26,328 | $26,328 | |
| NETWORKING EVENTS | 900099 | $11,800 | $11,800 | |
| INCOME FROM PARTNERSHIP INVESTMEN | 900099 | $4,083 | $4,083 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $42,211 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,264,769 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $542,953 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $4,083 | UnrelatedBusinessRevenueAmt |
| Exclusion | $920,480 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,215,284 | TotalAmt |
| Program Services | $1,215,284 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $437,623 | TotalAmt |
| Program Services | $437,623 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,750 | TotalAmt |
| Program Services | $41,378 | ProgramServicesAmt |
| Management And General | $96,338 | ManagementAndGeneralAmt |
| Fundraising | $31,034 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,529 | TotalAmt |
| Program Services | $39,970 | ProgramServicesAmt |
| Management And General | $56,035 | ManagementAndGeneralAmt |
| Fundraising | $50,524 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,412 | TotalAmt |
| Program Services | $1,421 | ProgramServicesAmt |
| Management And General | $1,103 | ManagementAndGeneralAmt |
| Fundraising | $1,888 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,567 | TotalAmt |
| Program Services | $7,914 | ProgramServicesAmt |
| Management And General | $13,089 | ManagementAndGeneralAmt |
| Fundraising | $8,564 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,370 | TotalAmt |
| Program Services | $5,417 | ProgramServicesAmt |
| Management And General | $10,435 | ManagementAndGeneralAmt |
| Fundraising | $5,518 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $294 | TotalAmt |
| Management And General | $294 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,100 | TotalAmt |
| Management And General | $20,100 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,148 | TotalAmt |
| Management And General | $24,148 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,389 | TotalAmt |
| Program Services | $555 | ProgramServicesAmt |
| Management And General | $1,834 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,801 | TotalAmt |
| Management And General | $1,801 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,859 | TotalAmt |
| Management And General | $24,859 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,424 | TotalAmt |
| Management And General | $2,424 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FOUNDATION MANAGEMENT F | $485,990 | $485,990 | ||
| TRUSTEE FEES | $150,303 | $150,303 | ||
| OTHER EXPENSES | $56,294 | $3,252 | $53,042 | |
| DONOR CULTIVATION | $15,219 | $15,219 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,800 | TotalAmt |
| Program Services | $7,175 | ProgramServicesAmt |
| Management And General | $36,579 | ManagementAndGeneralAmt |
| Fundraising | $19,046 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,870,156 | TotalAmt |
| Program Services | $1,960,082 | ProgramServicesAmt |
| Management And General | $778,281 | ManagementAndGeneralAmt |
| Fundraising | $131,793 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $4 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,113,525 | BOYAmt |
| EOY | $1,136,106 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $683,370 | BOYAmt |
| EOY | $502,840 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $598 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $751,036 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $410,342 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $362,672 | BOYAmt |
| EOY | $340,694 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,799,073 | BOYAmt |
| EOY | $9,266,404 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,266,341 | BOYAmt |
| EOY | $25,084,047 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,224,981 | BOYAmt |
| EOY | $36,330,693 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,334 | BOYAmt |
| EOY | $5,220 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $412,512 | BOYAmt |
| EOY | $425,366 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,462 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,328 | BOYAmt |
| EOY | $31,851 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,242,962 | BOYAmt |
| EOY | $1,178,323 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,811,598 | BOYAmt |
| EOY | $1,640,760 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,174,834 | BOYAmt |
| EOY | $33,617,052 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,178,549 | BOYAmt |
| EOY | $1,012,881 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,000 | BOYAmt |
| EOY | $60,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,413,383 | BOYAmt |
| EOY | $34,689,933 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,224,981 | BOYAmt |
| EOY | $36,330,693 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $394,613 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,848,783 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$269,280 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,245,623 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,039,359 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,370,355 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,134,388 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,797,253 | CurrentTaxYearAmt |
| Total | $11,586,978 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,245,623 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,039,359 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,370,355 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,134,388 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,797,253 | CurrentTaxYearAmt |
| Total | $11,586,978 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,588,048 | SubstantialContributorsTotAmt |
| Public Support Total170 | $8,998,930 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $705,629 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $636,606 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $780,200 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $833,874 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,056,708 | CurrentTaxYearAmt |
| Total | $4,013,017 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,439 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus1 Year | $7,744 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,083 | CurrentTaxYearAmt |
| Total | $23,266 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $379,235 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $386,708 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $424,683 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $472,761 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $504,825 | CurrentTaxYearAmt |
| Total | $2,168,212 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $17,791,473 | TotalSupportAmt |
| Public Support CY170 | 0.50580 | PublicSupportCY170Pct |
| Public Support PY170 | 0.47980 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 39 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $469,285 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $200,932 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $1,117,812 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $33,651,524 | BeginningYearBalanceAmt |
| Contributions | $1,150,888 | ContributionsAmt |
| Investment Earnings Or Losses | -$972,768 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $886,317 | GrantsOrScholarshipsAmt |
| Other Expenditures | $145,210 | OtherExpendituresAmt |
| Administrative Expenses | $631,056 | AdministrativeExpensesAmt |
| End Year Balance | $32,167,061 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,093,060 | BeginningYearBalanceAmt |
| Contributions | $1,729,212 | ContributionsAmt |
| Investment Earnings Or Losses | $1,748,316 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $217,731 | GrantsOrScholarshipsAmt |
| Other Expenditures | $124,428 | OtherExpendituresAmt |
| Administrative Expenses | $576,905 | AdministrativeExpensesAmt |
| End Year Balance | $33,651,524 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,105,238 | BeginningYearBalanceAmt |
| Contributions | $2,729,950 | ContributionsAmt |
| Investment Earnings Or Losses | $3,673,483 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $967,149 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$80,150 | OtherExpendituresAmt |
| Administrative Expenses | $528,612 | AdministrativeExpensesAmt |
| End Year Balance | $31,093,060 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,998,842 | BeginningYearBalanceAmt |
| Contributions | $474,174 | ContributionsAmt |
| Investment Earnings Or Losses | $2,826,307 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $752,406 | GrantsOrScholarshipsAmt |
| Other Expenditures | -$39,838 | OtherExpendituresAmt |
| Administrative Expenses | $481,517 | AdministrativeExpensesAmt |
| End Year Balance | $26,105,238 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,795,984 | BeginningYearBalanceAmt |
| Contributions | $1,497,568 | ContributionsAmt |
| Investment Earnings Or Losses | -$459,610 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,765,569 | GrantsOrScholarshipsAmt |
| Other Expenditures | $570,142 | OtherExpendituresAmt |
| Administrative Expenses | $499,389 | AdministrativeExpensesAmt |
| End Year Balance | $23,998,842 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.96730 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00190 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.03080 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,000 | OtherCostOrOtherBasisAmt |
| Book Value | $20,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $612,356 | OtherCostOrOtherBasisAmt |
| Depreciation | $300,460 | DepreciationAmt |
| Book Value | $311,896 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $118,680 | OtherCostOrOtherBasisAmt |
| Depreciation | $109,882 | DepreciationAmt |
| Book Value | $8,798 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $340,694 | TotalBookValueLandBuildingsAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $19,570 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| MUTUAL FUNDS | $16,871,703 | F |
| ALTERNATIVE INVESTMENTS | $7,843,882 | F |
| FIXED INCOME FUNDS DOMESTIC AND INTERNATIONAL | $348,892 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $25,084,047 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIABILITIES ASSOCIATED WITH SPLIT-INTEREST AGREEMENTS | Desc |
| Amt | $1,178,323 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,178,323 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,176,715 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,848,783 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$139,298 | OtherRevenueAmt |
| Revenue Not Reported | -$1,988,081 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,164,796 | RevenueSubtotalAmt |
| Other Revenues Not Included | $99,973 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $99,973 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,264,769 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,741,654 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $10,621 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $10,621 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,731,033 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $139,123 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $139,123 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,870,156 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE FOUNDATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO OUTPERFORM INFLATION, ESTABLISH A DIVERSIFIED INVESTMENT PORTFOLIO, OFFER EQUITY AND FIXED INCOME INVESTMENTS THAT ARE DIVERSIFIED AMONG SECURITIES AND INDUSTRIES, THUS MINIMIZING THE RISK OF LARGE LOSSES, AND TO MAXIMIZE THE TOTAL RETURN WITHIN REASONABLE AND PRUDENT LEVELS OF RISK. THE FOUNDATION'S SPENDING AND INVESTMENT POLICIES WORK TOGETHER TO ACHIEVE THIS OBJECTIVE. THE INVESTMENT POLICY ESTABLISHES A RETURN OBJECTIVE THROUGH DIVERSIFICATION OF ASSET CLASSES FOR ITS TOTAL RETURN POOL AND INCOME POOL. THE FUNDS ARE INTENDED TO PROVIDE ONGOING SUPPORT FOR THE FOUNDATION'S PHILANTHROPIC ENDEAVORS, INCLUDING GRANTMAKING, SCHOLARSHIPS AND COMMUNITY DEVELOPMENT IN AND AROUND THE WAYNE COUNTY, INDIANA AREA. |
| PART X, LINE 2: | ACCOUNTING STANDARDS REQUIRE THE EVALUATION OF TAX POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, IN THE COURSE OF PREPARING THE FOUNDATION'S TAX RETURNS, TO DETERMINE WHETHER THE TAX POSITIONS ARE "MORE-LIKELY-THAN-NOT" OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. THIS STATEMENT PROVIDES THAT A TAX BENEFIT FROM AN UNCERTAIN TAX POSITION MAY BE RECOGNIZED IN THE FINANCIAL STATEMENTS ONLY WHEN IT IS "MORE-LIKELY-THAN-NOT" THE POSITION WILL BE SUSTAINED UPON EXAMINATION, INCLUDING RESOLUTION OF ANY RELATED APPEALS OR LITIGATION PROCESSES, BASED UPON THE TECHNICAL MERITS AND CONSIDERATION OF ALL AVAILABLE INFORMATION. ONCE THE RECOGNITION THRESHOLD IS MET, THE PORTION OF THE TAX BENEFIT THAT IS RECORDED REPRESENTS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50 PERCENT LIKELY TO BE REALIZED UPON SETTLEMENT WITH A TAXING AUTHORITY. BASED ON ITS REVIEW, MANAGEMENT DOES NOT BELIEVE THE FOUNDATION HAS TAKEN ANY MATERIAL UNCERTAIN TAX POSITIONS, INCLUDING ANY POSITION THAT WOULD PLACE THE FOUNDATION'S EXEMPT STATUS IN JEOPARDY AS OF DECEMBER 31, 2015. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN SPLIT INTEREST AGREEMENTS -139,298. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FAS 136 ADJUSTMENT 110,592. FUNDRAISING EXPENSES -10,621. ROUNDING 2. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES ON PAGE 9 10,621. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FAS 136 139,120. ROUNDING 3. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BLOOM AND GLOW | Event1Nm |
| Gross Receipts Event1 | $43,670 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $35,610 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $8,060 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $10,621 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $43,670 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $35,610 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $8,060 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $10,621 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $10,621 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$2,561 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (56 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMIGOSCOMMUNITY ACTION OF CENTRAL INDIANA | ||||||||
| 855 NORTH 12TH STREET | RICHMOND | IN | 47374 | 800636080 | 501(C)3 | $7,645 | 2015 CHALLENGE MATCH PROGRAM; TO PURCHASE BOOKS WRITTEN BY VISITING BILINGUAL AUTHOR, RENE COLETO LAINEZ, FOR HISPANIC HERITAGE MONTH; DONOR ADVISED GRANT. | |
| BIRTH-TO-FIVE INC | ||||||||
| 315 NORTHWEST THIRD STREET | RICHMOND | IN | 47374 | 351843800 | 501(C)3 | $15,014 | 2015 CHALLENGE MATCH PROGRAM; PASS-THROUGH GIFTS FROM CHALLENGE MATCH; DISTRIBUTION FROM THE EARLY CHILDHOOD LITERACY ENDOWMENT FUND; DISTRIBUTION FROM WOMEN'S GIVING CIRCLE FOR HAPPIEST BABY INITIATIVE; DONOR ADVISED GRANTS. | |
| BOYS AND GIRLS CLUBS OF WAYNE COUNTY | ||||||||
| 1717 SOUTH L STREET | RICHMOND | IN | 47374 | 351065715 | 501(C)3 | $35,593 | 2015 CHALLENGE MATCH PROGRAM; $2500 CORPORATION DONATION AND $2500 TO FOCUS ON THE FUTURE; DONOR ADVISED GRANTS; CLUB REVITALIZATION PROJECT FOR REFURBISHING OF BASKETBAL GOALS AND REPLACEMENT OF WALL PADS IN GYM; 2015 RODEFEL AWARD; 2015 FEBRUARY DISTRIBUTIONS. | |
| CHILDREN'S JUSTICE AND ADVOCACY CENTER INC | ||||||||
| PO BOX 2195 | RICHMOND | IN | 47375 | 161637581 | 501(C)3 | $7,410 | 201 CHALLENGE MATCH PROGRAM; GRANT FROM WOMEN'S FUND; DONOR ADVISED GRANTS. | |
| CIRCLE U HELP CENTER | ||||||||
| PO BOX 491 | RICHMOND | IN | 47375 | 351611125 | 501(C)3 | $5,346 | 2015 FEBRUARY DISTRIBUTIONS | |
| COMMUNITIES IN SCHOOLS OF WAYNE COUNTY | ||||||||
| PO BOX 1784 | RICHMOND | IN | 47375 | 352132872 | 501(C)3 | $21,725 | 2015 CHALLENGE MATCH PROGRAM; PASS-THROUGH GIFT; DONOR ADVISED GRANT; DISTRIBUTION FROM THE EARLY CHILDHOOD LITERACY ENDOWMENT FUND FOR EARLY CHILDHOOD LITERACY PROGRAMS; FOR TECH AND WEBSITE SUPPORT AND TO PURCHASE A COPIER | |
| COMMUNITY FOOD PANTRY | ||||||||
| 2702 WEISS ROAD | RICHMOND | IN | 47374 | 351805444 | 501(C)3 | $8,646 | 2015 CHALLENGE MATCH PROGRAM; DONOR ADVISED GRANT. | |
| COPE ENVIRONMENTAL CENTER | ||||||||
| 4940 SHOEMAKER ROAD | CENTERVILLE | IN | 47330 | 351856406 | 501(C)3 | $48,077 | CAPITAL CAMPAIGN FOR ENERGY EFFICIENT BUILDING; 2015 CHALLENGE MATCH PROGRAM; 2015 FEBRUARY DISTRIBUTIONS; ROSAR DONOR ADVISED FUND DISTRIBUTION FOR BUILDING CAMPAIGN; DONOR ADVISED GRANTS. | |
| DIPLOMAS IN SCHOOL NURSERY FOR TEEN MOTHERS | ||||||||
| 300 HUB ETCHISON PARKWAY | RICHMOND | IN | 47374 | 263582802 | 501(C)3 | $9,754 | TO COVER A YEAR'S EXPENSE FOR TWO CHILDREN AND FOUR TEEN PARENTS AT RHS; 2015 CHALLENGE MATCH PROGRAM | |
| EARLHAM COLLEGE | ||||||||
| 801 NATIONAL ROAD WEST | RICHMOND | IN | 47374 | 350868073 | 501(C)3 | $48,253 | 2015 FEBRUARY DISTRIBUTION | |
| EVERY CHILD CAN READ INC | ||||||||
| 33 SOUTH 7TH STREET | RICHMOND | IN | 47374 | 264389859 | 501(C)3 | $23,995 | DONOR ADVISED PASS THROUGH GIFTS; DONOR ADVISED GRANTS; DISTRIBUTION FROM EARLY CHILDHOOD LITERACY ENDOWMENT FUND FOR K-READY; IN SUPPORT OF THE 2016 THIRD GRADE READING ACADEMY | |
| FORT BRAGG AREA COMMUNITY FOUNDATION | ||||||||
| PO BOX 74620 | FORT BRAGG | NC | 28307 | 561750625 | 501(C)3 | $5,000 | DISTRIBUTION FROM ROHE FAMILY DONOR ADVISED FUND FOR SPECIALIST JACK TUCKER MEMORIAL FUND | |
| GIRLS INC | ||||||||
| PO BOX 43 | RICHMOND | IN | 47375 | 237188644 | 501(C)3 | $16,345 | 2015 CHALLENGE MATCH TO SUPPORT THEIR ON-SITE AFTER SCHOOL AND SUMMER PROGRAMS; 2015 FEBRUARY DISTRIBUTIONS; DONOR ADVISED GRANT | |
| GLEANERS FOOD BANK OF INDIANA INC | ||||||||
| 3737 WALDERMERE AVENUE | INDIANAPOLIS | IN | 46241 | 351483868 | 501(C)3 | $5,000 | TO SUPPORT THE BACKSACKS AND SCHOOL-BASED PANTRY PROGRAMS IN WAYNE COUNTY | |
| GOLAY COMMUNITY CENTER | ||||||||
| 1007 E MAIN STREET | CAMBRIDGE CITY | IN | 47327 | 351518699 | 501(C)3 | $10,286 | 2015 CHALLENGE MATCH PROGRAM | |
| HELP THE ANIMALS | ||||||||
| PO BOX 117 | RICHMOND | IN | 47375 | 351772951 | 501(C)3 | $11,678 | 2015 FEBRUARY DISTRIBUTION; TO SUPPORT THE WINDOW REPLACEMENT PROJECT | |
| HOPE HOUSE | ||||||||
| 275 GROVE RD | RICHMOND | IN | 47374 | 352130321 | 501(C)3 | $6,753 | DONOR ADVISED GRANT; 2015 CHALLENGE MATCH PROGRAM | |
| INDIANA UNIVERSITY SCHOOL OF MEDICINE | ||||||||
| PO BOX 7059 | INDIANAPOLIS | IN | 462077059 | 356018940 | 501(C)3 | $5,000 | DONOR ADVISED GRANT | |
| IVY TECH FOUNDATION | ||||||||
| 2357 CHESTER BLVD | RICHMOND | IN | 47374 | 237073977 | 501(C)3 | $22,982 | DONOR ADVISED GRANTS FROM SECOND CHANCE FOR ADMISSIONS SPECIALIST AND BOOK-A-SEAT CAMPAIGN | |
| LEVI COFFIN HOUSE ASSOCIATION | ||||||||
| PO BOX 77 | FOUNTAIN CITY | IN | 47341 | 311182438 | 501(C)3 | $17,734 | 2015 CHALLENGE MATCH FOR CAPITAL CAMPAIGN OF NEW INTERPRETIVE CENTER; 2015 MACY MUSEUM GRANT FOR LEVI COFFIN INTERPRETIVE CENTER; DONOR ADVISED GRANT | |
| MORRISSON-REEVES LIBRARY | ||||||||
| 80 NORTH 6TH STREET | RICHMOND | IN | 47374 | 356001895 | 501(C)3 | $28,235 | 2015 FEBRUARY DISTRIBUTIONS; TO PURCHASE NEW MICROFILM REELS TO HAVE RICHMOND NEWSPAPERS DIGITIZED. | |
| OPEN ARMS MINISTRY | ||||||||
| PO BOX 1012 | RICHMOND | IN | 47375 | 300583053 | 501(C)3 | $20,902 | 2015 CHALLENGE MATCH PROGRAM; IN SUPPORT OF THE LAUNDRY PROJECT; DONOR ADVISED GRANT; GRANT FROM WOMEN'S FUND FOR LAUNDRY PROJECT | |
| RICHMOND ART MUSEUM | ||||||||
| PO BOX 816 | RICHMOND | IN | 47375 | 356005040 | 501(C)3 | $17,736 | 2015 CHALLENGE MATCH PROGRAM; DONOR ADVISED GRANTS; TO PROVIDE TUITION FREE ART CLASSES TO CHILDREN 16 AND UNDER LIVING IN WAYNE COUNTY | |
| RICHMOND CIVIC THEATRE | ||||||||
| 1003 EAST MAIN STREET | RICHMOND | IN | 47374 | 350886844 | 501(C)3 | $7,007 | IN SUPPORT OF THE MUSIC MAN EVENT; 2015 FEBRUARY DISTRIBUTIONS; DONOR ADVISED GRANTS; DONOR ADVISED GRANT FOR STUDIO 10 - THE EXONERATED AND MELODRAMA | |
| RICHMOND DAY NURSERY | ||||||||
| 300 NORTH 10TH STREET | RICHMOND | IN | 47374 | 350786393 | 501(C)3 | $5,639 | 2015 CHALLENGE MATCH PROGRAM; DONOR ADVISED DISTRIBUTION | |
| RICHMOND FRIENDS SCHOOL | ||||||||
| 607 WEST MAIN STREET | RICHMOND | IN | 47374 | 351267045 | 501(C)3 | $22,376 | 2015 CHALLENGE MATCH PROGRAM; DONOR ADVISED GIFT; 2015 FEBRUARY DISTRIBUTIONS; TO HELP PURCHASE FURNITURE FOR THE MIDDLE SCHOOL COLLABORATIVE LEARNING CENTERS | |
| RICHMOND PARKS AND RECREATION DEPARTMENT | ||||||||
| 50 NORTH 5TH STREET | RICHMOND | IN | 47374 | 356001174 | $8,036 | 2014 FEBRUARY DISTRIBUTIONS FOR SPRINGWOOD PARK AND WHITEWATER GORGE PARK | ||
| RICHMOND SYMPHONY ORCHESTRA | ||||||||
| 300 HUB ETCHISON PARKWAY | RICHMOND | IN | 47374 | 356042479 | 501(C)3 | $63,638 | 2015 CHALLENGE MATCH PROGRAM; DONOR ADVISED GRANT; IN SUPPORT OF FREE COMMUNITY CONCERTS THROUGHOUT WAYNE COUNTY; 2015 FEBRUARY DISTRIBUTIONS | |
| SETON CATHOLIC SCHOOLS | ||||||||
| 240 SOUTH 6TH STREET | RICHMOND | IN | 47374 | 300036396 | 501(C)3 | $67,042 | 2015 FEBRUARY DISTRIBUTIONS | |
| ST ANDREW CHURCH | ||||||||
| 240 SOUTH 6TH STREET | RICHMOND | IN | 47374 | 350992124 | 501(C)3 | $7,615 | 2015 FEBRUARY DISTRIBUTIONS | |
| ST PAUL'S EVANGELICAL LUTHERAN CHURCH | ||||||||
| 121 SOUTH 18TH STREET | RICHMOND | IN | 47374 | 350906500 | 501(C)3 | $11,320 | 2015 FEBRUARY DISTRIBUTIONS | |
| SUNRISE INC | ||||||||
| 2670 MINNEMAN ROAD | RICHMOND | IN | 47374 | 310979407 | 501(C)3 | $8,500 | TO ASSIST WITH RIDER SUBSIDIES; DISTRIBUTION FROM GIRLS JUST WANNA GIVE FUND FOR CAPITAL CAMPAIGN | |
| UNITED WAY OF WHITEWATER VALLEY | ||||||||
| 129 SOUTH NINTH STREET | RICHMOND | IN | 47374 | 351020935 | 501(C)3 | $17,244 | 2015 FEBRUARY DISTRIBUTIONS; DONOR ADVISED GRANTS | |
| VIRGINIA TECH FOUNDATION INC | ||||||||
| OFFICE OF DEVELOPMENT VIRGINIA TECH | BLACKSBURG | VA | 24061 | 540721690 | 501(C)3 | $7,000 | DISTRIBUTION FOR BRENDA HARMON ROHE DIETETIC ENDOWED SCHOLARSHIP FUND | TECH |
| WAYNE COUNTY CARDINAL GREENWAY | ||||||||
| PO BOX 2411 | RICHMOND | IN | 47375 | 351885151 | 501(C)3 | $14,906 | 2015 CHALLENGE MATCH PROGRAM; FOR ASSISTANCE WITH THE CONSTRUCTION OF AN EQUIPMENT STORAGE BUILDING AND SHELTER; DISTRIBUTION FROM GIRLS JUST WANNA GIVE FUND FOR GAS AND MAINTENANCE FOR THE EQUIPMENT THAT IS USED TO GROOM AND MAINTAIN THE TRAIL; PASS-THROUGH DONATION; PASS-THROUGH GIFT FOR THE WILLIAMSBURG BUILDING PROJECT | |
| WAYNE COUNTY HISTORICAL MUSEUM | ||||||||
| 1150 NORTH A STREET | RICHMOND | IN | 47374 | 350899077 | 501(C)3 | $23,424 | 2015 FEBRUARY DISTRIBUTIONS; MACY MUSEUM FUND FOR RESTORATION OF 1922 PILOT AUTOMOBILE; TO ASSIST WITH PURCHASE OF STORAGE SHELVES FOR PAINTINGS | |
| WESTERN WAYNE DOLLARS FOR SCHOLARS | ||||||||
| 205 EAST PARKWAY DRIVE | CAMBRIDGE CITY | IN | 47327 | 460503560 | 501(C)3 | $11,492 | 2015 FEBRUARY DISTRIBUTION; 2015 CHALLENGE MATCH PROGRAM | |
| WHITEWATER VALLEY DISTRICT 9 PRO BONO COMMISSION | ||||||||
| 50 NORTH 5TH STREET | RICHMOND | IN | 47374 | 261455162 | 501(C)3 | $27,095 | TO PROVIDE FREE LEGAL SERVICES TO THOSE IN NEED; 2015 CHALLENGE MATCH PROGRAM; GRANT FROM WOMEN'S FUND; DONOR ADVISED GRANT FOR DECEMBER MATCHING GIFT CAMPAIGNN | |
| ANIMAL CARE ALLIANCE | ||||||||
| 4101 NATIONAL ROAD WEST | RICHMOND | IN | 47374 | 452701554 | 501(C)3 | $5,991 | 2015 CHALLENGE MATCH PROGRAM | |
| CENTERSTONE | ||||||||
| PO BOX 487 | RICHMOND | IN | 47375 | 351065170 | 501(C)3 | $5,301 | IN SUPPORT OF CENTERSTONE EMPLOYEE SERVICES WORK EXPERIENCES PROGRAM FOR STIPENDS TO PAY 20 PARTICIPATING CLIENTS; 2015 FEBRUARY DISTRIBUTIONS | |
| FESTIVAL OF THE ARTS (CHAMBER CENTER FOR EXCELLENCE INC) | ||||||||
| 33 SOUTH 7TH STREET | RICHMOND | IN | 47374 | 300498404 | 501(C)3 | $6,250 | TO SUPPORT THE 2015 FESTIVAL OF THE ARTS | |
| HAND-IN-HAND ADULT DAY CARE OF RICHMOND | ||||||||
| 2727 EAST MAIN STREET | RICHMOND | IN | 47374 | 351762648 | 501(C)3 | $19,372 | TO PURCHASE NEW SEATING FOR THE KITCHEN AND DAY ROOM; 2015 CHALLENGE MATCH TO DEVELOP A MARKETING PLAN TO RAISE AWARENESS OF SERVICES; 2015 FEBRUARY DISTRIBUTION; DONOR ADVISED GRANT | |
| HUBBARD FUND | ||||||||
| 240 SOUTH 6TH STREET | RICHMOND | IN | 47374 | 350992124 | 501(C)3 | $161,432 | 2015 SEPTEMBER DISTRIBUTION; 2015 APRIL DISTRIBUTION | |
| INDIANA PUBLIC DEFENDER COUNCIL | ||||||||
| 309 WEST WASHINGTON STREET RM 401 | INDIANAPOLIS | IN | 46204 | 356000158 | $5,000 | DONOR ADVISED GRANT FOR THE JUVENILE TRAINING IMMERSION PROGRAM | ||
| IVY TECH COMMUNITY COLLEGE | ||||||||
| 2325 CHESTER BOULEVARD | RICHMOND | IN | 47374 | 351180631 | 501(C)3 | $5,269 | 2015 FEBRUARY DISTRIBUTION; DONOR ADVISED GRANT | |
| MUSIC BOOSTERS OF NETTLE CREEK SCHOOL CORPORATION INC | ||||||||
| 701 BAKER ROAD | HAGERSTOWN | IN | 47346 | 351882945 | 501(C)3 | $5,000 | TO HELP PURCHASE NEW HAGERSTOWN MARCHING BANK UNIFORMS | |
| RICHMOND SHAKESPEARE FESTIVAL | ||||||||
| 822 EAST MAIN STREET SUITE A | RICHMOND | IN | 47374 | 464250078 | 501(C)3 | $17,087 | 2015 CHALLENGE MATCH PROGRAM; TO PURCHASE PORTABLE STAGING; DONOR ADVISED GRANTS | |
| SPECIAL OLYMPICS INDIANA - WAYNE COUNTY | ||||||||
| 5240 STATE ROUTE 44 EAST | LIBERTY | IN | 47353 | 351262574 | 501(C)3 | $5,260 | IN SUPPORT OF SUMMER GAMES BOWLING | |
| THE CENTERVILLE PLAYGROUND (CHAMBER CENTER FOR EXCELLENCE) | ||||||||
| 33 SOUTH 7TH STREET | RICHMOND | IN | 47374 | 300498404 | 501(C)3 | $15,000 | TO PURCHASE PLAYGROUND EQUIPMENT | |
| THE CHAMBER CENTER FOR EXCELLENCE INC | ||||||||
| 33 SOUTH 7TH STREET | RICHMOND | IN | 47374 | 300498404 | 501(C)3 | $5,000 | IN SUPPORT OF COMPREHENSIVE COMMUNITY REVITALIZATION PLAN FOR THE AMERICA'S BEST COMMUNITIES COMPETITION | |
| TOWN OF FOUNTAIN CITY | ||||||||
| 312 WEST MAIN STREET | FOUNTAIN CITY | IN | 47341 | 351085791 | $16,193 | IN SUPPORT OF THE TOWN PARK IMPROVEMENT EFFORTS TO IMPROVE LANDSCAPING, FENCING AND SHELTERS, AND REPLACE PLAYGROUND EQUIPMENT; IN SUPPORT OF TOWN PARK RENOVATION | ||
| TOWN OF MILTON | ||||||||
| 113 EAST MAIN STREET | MILTON | IN | 47357 | 351227557 | $16,300 | FOR INSTALLING ORNAMENTAL STREET LIGHTS IN THE TOWN OF MILTON | ||
| TOWNSEND COMMUNITY CENTER | ||||||||
| 855 NORTH 12TH STREET | RICHMOND | IN | 47374 | 350892673 | 501(C)3 | $34,121 | 2015 CHALLENGE MATCH PROGRAM; 2015 FEBRUARY DISTRIBUTION; IN SUPPORT OF 2015 SUMMER CAMP | |
| TRUEBLOOD CHILD DEVELOPMENT CENTER | ||||||||
| 801 NATIONAL ROAD WEST DRAWER 274 | RICHMOND | IN | 47374 | 351457601 | 501(C)3 | $5,000 | IN SUPPORT OF TEACHER TRAINING AND SUPPLIES | |
| WAYNE TOWNSHIP TRUSTEE WAYNE COUNTY | ||||||||
| 401 EAST MAIN STREET | RICHMOND | IN | 47374 | 356003949 | $26,000 | SEED MONEY FROM WOMEN'S FUND TO DEVELOP A SUPPORT NETWORK FOR WOMEN; 2015 WICKEMEYER AWARD FOR NOMINATION TO BE SPLIT GRASSROOTS/SECOND HELPINGS | ||
| WILLIAMSBURG AREA COMMUNITY CENTER | ||||||||
| PO BOX 145 | WILLIAMSBURG | IN | 47393 | 351581094 | 501(C)3 | $15,000 | TO PURCHASE 24 WINDOWS FOR SECOND FLOOR OF BUILDING | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 56 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS FOR POST SECONDARY EDUCATION | GrantTypeTxt |
| Recipient | 222 | RecipientCnt |
| Cash Grant | $437,623 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION REQUIRES GRANTEES RECEIVING AWARDS GOVERNED BY A GRANT AGREEMENT TO COMPLETE A FINAL REPORT WITHIN ONE YEAR OF RECEIVING GRANT FUNDS. THE FINAL GRANT REPORT CONTAINS SPECIFIC QUESTIONS REGARDING HOW GRANT FUNDS RECEIVED WERE ALLOCATED AND SERVES AS VERIFICATION THAT GRANT MONIES WERE SPENT IN ACCORDANCE WITH THE ORIGINAL GRANT. IF THE FOUNDATION FEELS IT NECESSARY, A SITE VISIT WILL ALSO BE PERFORMED IN ORDER TO VERIFY THAT GRANT FUNDS ARE USED IN ACCORDANCE WITH THE ORIGINAL GRANT AGREEMENT. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 11 | ContributionCnt |
| Noncash Contributions Rpt F990 | $247,898 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION USES A BANK TO SELL THE MARKETABLE SECURITIES RECEIVED FROM DONORS | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | PER THE BY-LAWS, THE MEMBERS OF THE CORPORATION CONSIST SOLELY OF THE ACTIVE MEMBERS OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS DISUCSSED IN A BOARD MEETING AND SENT OUT VIA EMAIL ATTACHMENT TO THE BOARD MEMBERS PRIOR TO THE FINAL DUE DATE OF THE INFORMATION RETURN. IF CHANGES ARE REQUIRED, THEY ARE MADE AND A FINALIZED COPY IS EITHER REVIEWED AT A SUBSEQUENT MEETING PRIOR TO SUBMISSION OR PROVIDED TO EACH BOARD MEMBER VIA AN EMAIL ATTACHMENT. |
| FORM 990, PART VI, SECTION B, LINE 12C | MEMBERS OF THE BOARD OF DIRECTORS, VOLUNTEERS WHO SERVE ON COMMITTEES AND STAFF MEMBERS REVIEW THE POLICY ANNUALLY. AFTER REVIEW, THE INDIVIDUALS SIGN A DECLARATION ACKNOWLEDGING THE RECEIPT OF THE POLICY AND DISCLOSING ANY CURRENT, POTENTIAL CONFLICTS. THEY ALSO AGREE TO DISCLOSE ANY FUTURE CONFLICTS AS REQUIRED BY THE POLICY. WHEN CONFLICTS ARISE IN AN OFFICIAL ACTION BY A COMMITTEE OR THE BOARD OF DIRECTORS, THE PERSON WITH THE CONFLICT DISCLOSES THE CONFLICT, AND THE DISCLOSURE IS NOTED IN THE MINUTES OF THE MEETING. THE PERSON WITH THE CONFLICT MAY BRIEFLY ADDRESS THE BOARD OF DIRECTORS OR COMMITTEE AND MAY ANSWER QUESTIONS TO PROVIDE KNOWLEDGE THAT MAY BE OF BENEFIT TO THE OTHER MEMBERS. THE PERSON WHO DECLARES THE CONFLICT THEN ABSTAINS FROM FURTHER DISCUSSION AND VOTING. ON SOME OCCASSIONS, THE PERSON WHO DECLARES THE CONFLICT IS ASKED TO LEAVE THE ROOM DURING THE DISCUSSION. |
| FORM 990, PART VI, SECTION B, LINE 15A | DETERMINING THE SALARY AND BENEFITS FOR THE EXECUTIVE DIRECTOR IS THE RESPONSIBILITY OF THE BOARD OF DIRECTORS. THE FOUNDATION STAFF AND FINANCE COMMITTEE BEGIN WORK IN OCTOBER TO DRAFT AN OPERATING BUDGET FOR THE COMING YEAR. AT THIS TIME, THE STAFF ASSEMBLES COMPARATIVE SALARY INFORMATION FOR ALL STAFF POSITIONS FROM NATIONAL, REGIONAL AND LOCAL SALARY SURVEYS. THE EXECUTIVE COMMITTEE USES THIS INFORMATION AS A POINT OF REFERENCE, IN ADDITION TO OTHER PERTINENT FACTORS, TO RECOMMEND A TOTAL SALARIES EXPENSE. THIS REPRESENTS A MAXIMUM AMOUNT POOL FROM WHICH ALL STAFF SALARIES, INCLUDING ANY COST OF LIVING AND MERIT RAISES, MUST BE DERIVED. BOARD MEMBERS WILL BE ASKED TO COMPLETE A SURVEY OR OTHERWISE PROVIDE FEEDBACK RELATING TO THE EXECUTIVE DIRECTOR'S PERFORMANCE. THE BOARD CHAIR WILL ASSIMILATE THIS INFORMATION AND SHARE IT WITH THE EXECUTIVE COMMITTEE AT THEIR MEETING IN JUNE. BASED ON THIS INFORMATION, AS WELL AS ALL AVAILABLE SALARY SURVEY DATA, THE EXECUTIVE COMMITTEE WILL SET THE EXECUTIVE DIRECTOR'S SALARY FOR THE FISCAL YEAR OF JULY 1 - JUNE 30. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC IMMEDIATELY UPON REQUEST THROUGH THE FOUNDATION OFFICE. ADDITIONALLY, FINANCIAL INFORMATION IS MADE AVAILABLE IN ITS ANNUAL REPORT WHICH IS WIDELY DISTRIBUTED TO THE PUBLIC VIA MAILINGS AND OTHER MEANS OF DISBURSEMENT, AS WELL AS ON THE FOUNDATION'S WEBSITE. THE FOUNDATION'S FORM 990 IS AVAILABLE ONLINE AT WWW.GUIDESTAR.ORG. A LINK TO WWW.GUIDESTAR.ORG IS ON THE FOUNDATION'S WEBSITE. THE WEBSITE ALSO HAS SEVERAL PRIOR YEARS OF FORM 990 THAT CAN BE VIEWED DIRECTLY. THE FORM 990 IS ALSO IMMEDIATELY AVAILABLE UPON REQUEST THROUGH THE FOUNDATION OFFICE. |
| FORM 990, PART XI, LINE 9: | FAS 136 ADJUSTMENT -129,984. CHANGE IN SPLIT INTEREST AGREEMENTS -139,298. ROUNDING 2. |
| FORM 990,PART XII, LINE 2C | THERE HAS BEEN NO CHANGE IN THE SELECTION PROCESS FOR THE INDEPENDENT AUDITOR OR IN THE METHOD OF OVERSIGHT. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VIGRAN FAMILY FOUNDATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 SOUTH 7TH STREET | AddressLine1Txt |
| City | RICHMOND | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47374 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352107926 | EIN |
| Primary Activities | SUPPORTING ORGANIZATION | PrimaryActivitiesTxt |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 11A, I | PublicCharityStatusTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| VIGRAN FAMILY FOUNDATION INC | ||
| C | $2,500 | FAIR MARKET VALUE |
| VIGRAN FAMILY FOUNDATION INC | ||
| L | $18,835 | FAIR MARKET VALUE |
| VIGRAN FAMILY FOUNDATION INC | ||
| Q | $7 | FAIR MARKET VALUE |
Comments