DORSEY FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- DORSEY FOUNDATION INC (EIN 46-3002776)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-13
- IRS object ID
- 201621349349100207
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-13T06:40:54-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 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 | 2015-01-01 | 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 | 2016-05-15 | 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 | 3177535640 | PhoneNum |
| 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 | $9,346,046 | 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 | $6,775 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5,378 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,378 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $240,232 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $240,232 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $200,582 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,966,963 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $200,582 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,234 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $544 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $455,201 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $446,736 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $6,775 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $6,775 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $66,812 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $66,812 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $3,589 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,589 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $77,176 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $70,401 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,775 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $495,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $495,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $572,176 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $70,401 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $501,775 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$116,975 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $376,335 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $50,486 | CashBOYAmt |
| Cash EOY | $401,059 | CashEOYAmt |
| Cash EOYFMV | $401,059 | CashEOYFMVAmt |
| Corporate Stock BOY | $9,374,254 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,906,706 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,944,987 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $9,424,740 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,307,765 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,346,046 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Additional Paid In Capital BOY | $9,424,740 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $9,307,765 | AdditionalPaidInCapitalEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,424,740 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,307,765 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,424,740 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,307,765 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,424,740 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$116,975 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,307,765 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,307,765 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| WELLS FARGO 0372 SEE ATTACHMENT | $23,153 | $23,137 | $16 | $16 | |
| WELLS FARGO 8039 SEE ATTACHMENT | $257,847 | $273,744 | -$15,897 | -$15,897 | |
| WELLS FARGO 8039 SEE ATTACHMENT | $885 | $858 | $27 | $27 | |
| WELLS FARGO 0372 SEE ATTACHMENT | $1,036,854 | $1,087,201 | -$50,347 | -$50,347 | |
| WELLS FARGO 8039 SEE ATTACHMENT | $1,594,357 | $1,342,672 | $251,685 | $251,685 | |
| WELLS FARGO 8039 SEE ATTACHMENT | $39,998 | $38,769 | $1,229 | $1,229 | |
| CAPITAL GAIN DIVIDENDS | $13,869 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $200,582 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $580,430 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,108,400 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.057421 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $268,890 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,008,891 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.026865 | DistributionYr2Rt |
| Total Distribution | 0.084286 | TotalDistributionRt |
| Average Distribution | 0.042143 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,745,830 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $410,719 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,763 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $414,482 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $501,775 | 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 | $3,763 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,763 | SubtotalAmt |
| Tax Based On Investment Income | $3,763 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $32,038 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $32,038 | TotalPaymentsAndCreditsAmt |
| Overpayment | $28,275 | OverpaymentAmt |
| Applied To ES Tax | $28,275 | 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 | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLS FARGO ADVISORS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8888 KEYSTONE CROSSING STE 400 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46240 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MGMT | ServiceTypeTxt |
| Compensation | $66,813 | CompensationAmt |
| 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 | $9,482,423 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $411,821 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,894,244 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,894,244 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $148,414 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,745,830 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $487,292 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $487,292 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,763 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,763 | TotalTaxAmt |
| Distributable Before Adj | $483,529 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $483,529 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $483,529 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $501,775 | 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 | $501,775 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,763 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $498,012 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $483,529 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $204,308 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $80,934 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $285,242 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $501,775 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $483,529 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $18,246 | RemainingDistriFromCorpusAmt |
| Total Corpus | $303,488 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $303,488 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $204,308 | ExcessFromYear2Amt |
| Excess From Year1 | $80,934 | ExcessFromYear1Amt |
| Excess From Current Year | $18,246 | 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 (43 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 | $25,000 |
| Ronald McDonald House of Indiana | ||||||||
| 435 Limestone Street | Indianapolis | IN | 46202 | None | PC | General | $10,000 | |
| Miracle Place | ||||||||
| 940 N TEMPLE AVE | INDIANAPOLIS | IN | 46201 | None | PC | General | $5,000 | |
| 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 | $5,000 | |
| School On Wheels | ||||||||
| 2605 E 62ND STREET | SUITE 2005 | INDIANAPOLIS | IN | 46220 | None | PC | General | $5,000 |
| Christamore House | ||||||||
| 502 N TREMONT ST | INDIANAPOLIS | IN | 46222 | None | PC | General | $10,000 | |
| IMA | ||||||||
| 4000 MICHIGAN ROAD | INDIANAPOLIS | IN | 46208 | None | PC | General | $10,000 | |
| BIG BROTHERS BIG SISTERS OF CENTRAL INDIANA | ||||||||
| 2960 NORTH MERIDIAN STREET | INDIANAPOLIS | IN | 46208 | None | PC | General | $5,000 | |
| Gleaner's Food Bank Of Indiana | ||||||||
| 3737 WALDEMERE AVE | INDIANAPOLIS | IN | 46241 | None | PC | General | $10,000 | |
| The Cabaret | ||||||||
| 121 MONUMENT CIRCLE | SUTIE 516 | INDIANAPOLIS | IN | 46204 | None | PC | General | $5,000 |
| NPCA | ||||||||
| 777 6TH STREET | WASHINGTON | DC | 20001 | None | PC | General | $500 | |
| IN State Museum and Historic Sites Fdn | ||||||||
| 650 W WASHINGTON ST | INDIANAPOLIS | IN | 46204 | None | PC | General | $10,000 | |
| 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 | |
| St Vincent DePaul | ||||||||
| 3001 E 30TH STREET | INDIANAPOLIS | IN | 462182850 | None | PC | General | $5,000 | |
| Keep Indianapolis Beautiful | ||||||||
| 1029 FLETCHER AVENUE SUITE 100 | INDIANAPOLIS | IN | 46203 | None | PC | General | $15,000 | |
| Little Sisters of the Poor | ||||||||
| 2345 WEST 86TH STREET | INDIANAPOLIS | IN | 46260 | None | PC | General | $5,000 | |
| Rock Steady Boxing | ||||||||
| 6847 HILLSDALE COURT | INDIANAPOLIS | IN | 46250 | None | PC | General | $5,000 | |
| The Children's Museum of Indianapolis | ||||||||
| PO BOX 3000 | INDIANAPOLIS | IN | 462063000 | None | PC | General | $50,000 | |
| Joy's House | ||||||||
| 2028 E BROAD RIPPLE AVE | INDIANAPOLIS | IN | 46220 | None | PC | General | $5,000 | |
| Indianapolis Symphony Society | ||||||||
| 45 MONUMENT CIRCLE | INDIANAPOLIS | IN | 462042907 | None | PC | General | $5,000 | |
| Wheeler Mission | ||||||||
| 205 E NEW YORK STREET | INDIANAPOLIS | IN | 46204 | None | PC | General | $5,000 | |
| Heartland Film | ||||||||
| 1043 VIRGINIA AVE SUITE 2 | INDIANAPOLIS | IN | 46203 | None | PC | General | $5,000 | |
| Indiana University Foundation | ||||||||
| PO BOX 500 | BLOOMINGTON | IN | 474020500 | NONE | PC | GENERAL | $117,000 | |
| AGAPE THERAPEUTIC RIDING RESOURCES INC | ||||||||
| 24970 MT PLEASANT ROAD | PO BOX 207 | CICERO | IN | 46034 | NONE | PC | GENERAL | $7,500 |
| INDIANA FIRST LADYS CHARITABLE FOUNDATION INC | ||||||||
| 4750 NORTH MERIDIAN STREET | INDIANAPOLIS | IN | 46208 | NONE | PC | GENERAL | $2,500 | |
| BINFORD REDEVELOPMENT & GROWTH INC | ||||||||
| 5868 E 71ST STREET E-104 | INDIANAPOLIS | IN | 46220 | NONE | PC | GENERAL | $10,000 | |
| ATHENAEUM FOUNDATION INC | ||||||||
| 401 EAST MICHIGAN STREET | INDIANAPOLIS | IN | 46204 | NONE | SO I | GENERAL | $1,000 | |
| DEAFHOOD FOUNDATION | ||||||||
| 249 W JACKSON BOX NBR 303 | HAYWARD | CA | 945441811 | NONE | PC | GENERAL | $5,000 | |
| EVANS SCHOLARS FOUNDATION | ||||||||
| ONE BRIAR ROAD | GOLF | IL | 60029 | NONE | PC | GENERAL | $5,000 | |
| EITELJORG MUSEUM OF AMERICAN INDIANS&WESTERN ART | ||||||||
| 500 W WASHINGTON ST | INDIANAPOLIS | IN | 46204 | NONE | PC | GENERAL | $10,000 | |
| CATCH THE STARS FOUNDATION | ||||||||
| PO BOX 53337 | INDIANAPOLIS | IN | 46253 | NONE | PC | GENERAL | $25,000 | |
| CHRISTEL HOUSE INTERNATIONAL INC | ||||||||
| 10 WEST MARKET STREET | SUITE 1990 | INDIANAPOLIS | IN | 46204 | NONE | PC | GENERAL | $25,000 |
| THE NATURE CONSERVANCY | ||||||||
| 4245 N FAIRFAX DR STE 100 | ARLINGTON | VA | 22203 | NONE | PC | GENERAL | $5,000 | |
| SAINT MEINRAD ARCHABBEY | ||||||||
| 200 HILL DRIVE | ST MEINRAD | IN | 47577 | NONE | PC | GENERAL | $2,500 | |
| METROPOLITAN INDIANAPOLIS PUBLIC BROADCASTING INC | ||||||||
| 1630 N MERIDIAN ST | INDIANAPOLIS | IN | 46202 | NONE | PC | GENERAL | $5,000 | |
| ST VINCENT HOSPITAL FOUNDATION INC | ||||||||
| 10330 N MERIDIAN STREET NO 430N | INDIANAPOLIS | IN | 46290 | NONE | SO I | GENERAL | $15,000 | |
| Central Indiana Community Foundation-Women's Fund | ||||||||
| 615 NORTH ALABAMA STREET | INDIANAPOLIS | IN | 46204 | NONE | PC | GENERAL | $2,500 | |
| INSTITUTE FOR AFFORDABLE TRANSPORTATION | ||||||||
| 5868 EAST 71ST STREET SUITE E-199 | INDIANAPOLIS | IN | 46220 | NONE | PC | GENERAL | $13,000 | |
| BROWN COUNTY PLAYHOUSE MANAGEMENT | ||||||||
| PO BOX 2011 | NASHVILLE | IN | 47448 | NONE | PC | GENERAL | $2,500 | |
| THE ATHENAEUM - YOUNG ACTORS THEATER | ||||||||
| 401 EAST MICHIGAN STREET | INDIANAPOLIS | IN | 46204 | NONE | SO I | GENERAL | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $495,000 | 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 | $5,378 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $240,232 | 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 | $200,582 | 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 (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| NONDIVIDEND DISTRIBUTIONS | 14 | $1,690 |
| MISCELLANEOUS INCOME | 14 | $544 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $448,426 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $448,426 | 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 |
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 Person | Scott and Erin Dorsey | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6500 Amber Crest Drive | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46220 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $6,775 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| WELLS FARGO #8039 | $5,740,463 | $5,984,350 |
| WELLS FARGO #0372 | $3,166,243 | $2,960,637 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| NONDIVIDEND DISTRIBUTIONS | $1,690 | |
| MISCELLANEOUS INCOME | $544 | $544 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| WELLS FARGO #8039 | $58,673 | $58,673 |
| WELLS FARGO #0372 | $8,139 | $8,139 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $3,589 | Amt |
| Net Investment Income | $3,589 | NetInvestmentIncomeAmt |
Comments