AVIS FOUNDATION INC: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization: AVIS FOUNDATION INC (EIN 20-5063209)
Tax period: 2015-01-01 to 2015-12-31
Filed: 2016-05-14
IRS object ID: 201611359349100106
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-PF
Schedule B
Other Expenses Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2016-05-14T08:34:45-07:00	ReturnTs
Tax Period End	2015-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Catherine A Wynne CPA	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	15682 Hunting Ridge Trail	AddressLine1Txt
City	Granger	CityNm
State Abbreviation	IN	StateAbbreviationCd
ZIP	46530	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2015-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	205063209	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Avis Foundation Inc	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	AVIS	BusinessNameControlTxt
Phone	7659988135	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	P O Box 183	AddressLine1Txt
City	Upland	CityNm
State Abbreviation	IN	StateAbbreviationCd
ZIP	469890183	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ANGELA DARLINGTON	PersonNm
Person Title	SECRETARY/TREASURER	PersonTitleTxt
Phone	7659988135	PhoneNum
Signature	2016-05-09	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	CATHERINE A WYNNE CPA	PreparerPersonNm
Phone	5742779117	PhoneNum
Preparation	2016-05-11	PreparationDt
Self Employed	Yes (X)	SelfEmployedInd

Field	Value	IRS element (for citing)
Tax	2015	TaxYr
Build TS	2016-09-27 15:27:22Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$173,125	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	$60,000	ContriRcvdRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$60,000	TotalRevAndExpnssAmt
Total Net Invst Incm	$0	TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss	$1,050	AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps	$1,050	AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss	$78	OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl	$79	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$1,128	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$1,129	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$40,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$40,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$41,128	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$41,129	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$18,872	ExcessRevenueOverExpensesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$154,253	CashBOYAmt
Cash EOY	$173,125	CashEOYAmt
Cash EOYFMV	$173,125	CashEOYFMVAmt
Total Assets BOY	$154,253	TotalAssetsBOYAmt
Total Assets EOY	$173,125	TotalAssetsEOYAmt
Total Assets EOYFMV	$173,125	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Capital Stock BOY	$154,253	CapitalStockBOYAmt
Capital Stock EOY	$173,125	CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY	$154,253	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$173,125	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$154,253	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$173,125	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$154,253	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$18,872	ExcessRevenueOverExpensesAmt
Subtotal	$173,125	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$173,125	TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Adjusted Qlfy Distri Yr1	$62,911	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$153,953	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.408638	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$11,323	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$126,270	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.089673	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$17,172	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$21,110	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.813453	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$26,208	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$53,547	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.489439	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$1,720	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$57,403	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.029964	DistributionYr5Rt
Total Distribution	1.831167	TotalDistributionRt
Average Distribution	0.366233	AverageDistributionRt
Net Vl Noncharitable Assets	$163,520	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$59,886	AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct	$59,886	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$41,129	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$0	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Tax Based On Investment Income	$0	TaxBasedOnInvestmentIncomeAmt
Applied To ES Tax	$0	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
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
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
Individual With Books	ANGELA DARLINGTON	IndividualWithBooksNm
Phone	7659988135	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	1909 S Main	AddressLine1Txt
City	Upland	CityNm
State Abbreviation	IN	StateAbbreviationCd
ZIP	46989	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
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	Yes (true)	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc	false	TransactionsFailToQlfyAsExcInd
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
LELAND BOREN
P O Box 183	Upland	IN	46989	President	0	$0	$0	$0
ANGELA DARLINGTON
P O Box 183	Upland	IN	46989	Sec'y/Treasurer	0	$0	$0	$0
MARTHA SONGER
P O Box 183	Upland	IN	46989	Vice-President	0	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$166,010	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$166,010	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$166,010	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$2,490	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$163,520	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$8,176	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$8,176	MinimumInvestmentReturnAmt
Distributable Before Adj	$8,176	DistributableBeforeAdjAmt
Distributable Before Ded	$8,176	DistributableBeforeDedAmt
Distributable As Adjusted	$8,176	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$41,129	ExpensesAndContributionsAmt
Qualifying Distributions	$41,129	QualifyingDistributionsAmt
Adjusted Qualifying Distri	$41,129	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$8,176	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4	$20,741	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$16,116	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$5,009	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$55,213	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$97,079	TotalExcessDistributionCyovAmt
Qualifying Distributions	$41,129	QualifyingDistributionsAmt
Applied To Current Year	$8,176	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$32,953	RemainingDistriFromCorpusAmt
Total Corpus	$130,032	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$130,032	ExcessDistriCyovToNextYrAmt
Excess From Year4	$20,741	ExcessFromYear4Amt
Excess From Year3	$16,116	ExcessFromYear3Amt
Excess From Year2	$5,009	ExcessFromYear2Amt
Excess From Year1	$55,213	ExcessFromYear1Amt
Excess From Current Year	$32,953	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	NONE	ContributingManagerNm
Shareholder Manager	NONE	ShareholderManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	LELAND E BOREN	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	1909 S Main Street	AddressLine1Txt
City	Upland	CityNm
State Abbreviation	IN	StateAbbreviationCd
ZIP	46989	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	7659988100	RecipientPhoneNum
Form And Info And Materials	OBTAIN AND COMPLETE APPLICATION FROM SCHOLARSHIP COMMITTEE	FormAndInfoAndMaterialsTxt
Submission Deadlines	NONE	SubmissionDeadlinesTxt
Restrictions On Awards	AVIS INDUSTRIAL EMPLOYEES AND RELATIVES WHO ARE CANDIDATES FOR A DEGREE	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
Taylor University
236 W Reade Avenue	Upland	IN	46989	Public	activities atTo supportuniversity	$10,000
Interlock ECI
PO Box 1300	Muncie	IN	47308	Public	annual autismTo sponsorwalk	$5,000
Eiteljorg Museum
500 W Washington St	Indianapolis	IN	46204	Public	the artsTo support	$10,000
Marion Philharmonic Orchestra
PO Box 272	Marion	IN	46952	Public	the artsTo support	$10,000
Ball State University
2000 W University Ave	Muncie	IN	47306	Public	educationTo support	$5,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$40,000	TotalGrantOrContriPdDurYrAmt

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	Yes (true)	RelationshipsNonchrtblEOInd

Relationship Schedule Detail RelationshipScheduleDetail (2 entries)

Organization TypeOrganizationTypeDesc	Relationship DescriptionRelationshipDescriptionTxt
Boren Foundation Inc
501(c)(3)	Common directors
LeLaLo Foundation Inc
501(c)(3)	Common directors

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Avis Industrial Corp	BusinessNameLine1Txt

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO Box 548	AddressLine1Txt
City	Upland	CityNm
State Abbreviation	IN	StateAbbreviationCd
ZIP	46989	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$60,000	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Bank fees	$35	$35
Supplies	$43	$44

AVIS FOUNDATION INC: Form 990PF, tax year 2015

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Recipient US Address RecipientUSAddress

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Relationship Schedule Detail RelationshipScheduleDetail (2 entries)

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Contributor Business Name ContributorBusinessName

Contributor US Address ContributorUSAddress

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

Comments