THE HEGELER-CARUS FOUNDATION: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE HEGELER-CARUS FOUNDATION (EIN 36-4023939)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-07-14
- IRS object ID
- 201531959349300133
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-07-14T10:41:10-00:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLER SHEVOKAS MASON ACCOUNTING GROUP INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1025 PEORIA ST | AddressLine1Txt |
| City | PERU | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61354 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364023939 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HEGELER CARUS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEGE | BusinessNameControlTxt |
| Phone | 8152246674 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 315 FIFTH STREET | AddressLine1Txt |
| City | PERU | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61354 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN BUCHANAN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Signature | 2015-07-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JODIE MILLER | PreparerPersonNm |
| Phone | 8152238808 | PhoneNum |
| Preparation | 2015-06-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | M BLOUKE CARUS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 315 FIFTH STREET | AddressLine1Txt |
| City | PERU | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61354 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $463,104 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | hegelercarus.org | WebsiteAddressTxt |
| Type Of Organization Other | Yes (X) | TypeOfOrganizationOtherInd |
| Other Organization Dsc | FOUNDATION | OtherOrganizationDsc |
| Formation | 1995 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | PRESERVE THE HERITAGE OF THE HEGELER CARUS MANSION | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Total Volunteers | 60 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $426,200 | PYContributionsGrantsAmt |
| CY Contributions Grants | $389,696 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $35,003 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $48,128 | CYProgramServiceRevenueAmt |
| PY Investment Income | $385 | PYInvestmentIncomeAmt |
| CY Investment Income | $319 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,672 | PYOtherRevenueAmt |
| CY Other Revenue | $24,961 | CYOtherRevenueAmt |
| PY Total Revenue | $463,260 | PYTotalRevenueAmt |
| CY Total Revenue | $463,104 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $217,661 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $233,454 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $261,910 | PYOtherExpensesAmt |
| CY Other Expenses | $234,698 | CYOtherExpensesAmt |
| PY Total Expenses | $479,571 | PYTotalExpensesAmt |
| CY Total Expenses | $468,152 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$16,311 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$5,048 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,328,808 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,264,898 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $88,786 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $29,924 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,240,022 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,234,974 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MISSION OF THE HEGELER CARUS FOUNDATION IS TO ENCOURAGE AND SUPPORT CULTURAL ACTIVITIES BY RESTORING AND USING THE HEGELER CARUS MANSION, AN AMERICAN CENTER OF PHILOSOPHICAL, SCIENTIFIC AND RELIGIOUS DIALOGUE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $419,728 | ExpenseAmt |
| Revenue | $49,078 | RevenueAmt |
| Desc | RESTORATION OF THE HEGELER CARUS MANSION. THE EXPENDITURES LISTED HERE ARE LIMITED TO THE NON-CAPITALIZED OCCUPANCY MAINTENANCE COSTS INCURRED DURING THE RESTORATION PERIOD. | Desc |
| Total Program Service Expenses | $419,728 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 13 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 6 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicyInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAWN STEELE | PersonNm |
| Phone | 8152246523 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 315 FIFTH STREET | AddressLine1Txt |
| City | PERU | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61354 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| ROLF ACHILLES | ||||||
| DIRECTOR | 000.10 | Yes (X) | $0 | $0 | $0 | |
| WENDY ASPHAHANI | ||||||
| DIRECTOR | 000.10 | Yes (X) | $0 | $0 | $0 | |
| DENNIS BALLINGER JR | ||||||
| DIRECTOR | 000.10 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM T BARNES | ||||||
| DIRECTOR | 000.10 | Yes (X) | $0 | $0 | $0 | |
| JOHN W BARRIGER | ||||||
| DIRECTOR | 000.10 | Yes (X) | $0 | $0 | $0 | |
| PATRICK BARRY | ||||||
| DIRECTOR | 000.10 | Yes (X) | $0 | $0 | $0 | |
| KENNETH J FICEK | ||||||
| DIRECTOR | 000.10 | Yes (X) | $0 | $0 | $0 | |
| J PARRISH MCCORMACK | ||||||
| DIRECTOR | 000.10 | Yes (X) | $0 | $0 | $0 | |
| JOHN H NOER | ||||||
| DIRECTOR | 000.10 | Yes (X) | $0 | $0 | $0 | |
| M BLOUKE CARUS | ||||||
| CHAIRMAN | 000.50 | Yes (X) | $0 | $0 | $0 | |
| INGA CARUS | ||||||
| VICE CHAIRMAN | 000.50 | Yes (X) | $0 | $0 | $0 | |
| GERALD CURRAN | ||||||
| DIRECTOR | 000.10 | Yes (X) | $0 | $0 | $0 | |
| SUSAN BUCHANAN | ||||||
| TREASURER | 000.50 | Yes (X) | $0 | $0 | $0 | |
| KELLEY E KLOBUCHER | ||||||
| EXECUTIVE DIRECTOR | 040.00 | $58,935 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $58,935 | TotalReportableCompFromOrgAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $389,696 | AllOtherContributionsAmt |
| Total Contributions | $389,696 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SPECIAL EVENTS | 713990 | $21,318 | $21,318 |
| MANSION TOURS | 713990 | $17,131 | $17,131 |
| GIFT SHOP | 713990 | $9,082 | $9,082 |
| PROGRAM FEES | 713990 | $597 | $597 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $48,128 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $319 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $319 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $319 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $950 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $950 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $950 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $950 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| UNREALIZED GAIN | $235 | $235 | |
| EXPENSE REFUNDS | $23,776 | $23,776 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $24,011 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $463,104 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $73,173 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $554 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,935 | TotalAmt |
| Program Services | $50,095 | ProgramServicesAmt |
| Management And General | $8,840 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,980 | TotalAmt |
| Program Services | $100,283 | ProgramServicesAmt |
| Management And General | $17,697 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,112 | TotalAmt |
| Program Services | $5,195 | ProgramServicesAmt |
| Management And General | $917 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,859 | TotalAmt |
| Program Services | $29,630 | ProgramServicesAmt |
| Management And General | $5,229 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,568 | TotalAmt |
| Program Services | $13,233 | ProgramServicesAmt |
| Management And General | $2,335 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,881 | TotalAmt |
| Program Services | $1,599 | ProgramServicesAmt |
| Management And General | $282 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,900 | TotalAmt |
| Program Services | $5,015 | ProgramServicesAmt |
| Management And General | $885 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees For Services Prof Fundraising | FeesForServicesProfFundraising |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,392 | TotalAmt |
| Program Services | $2,883 | ProgramServicesAmt |
| Management And General | $509 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,211 | TotalAmt |
| Program Services | $6,129 | ProgramServicesAmt |
| Management And General | $1,082 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,387 | TotalAmt |
| Program Services | $3,728 | ProgramServicesAmt |
| Management And General | $659 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,939 | TotalAmt |
| Program Services | $54,350 | ProgramServicesAmt |
| Management And General | $5,589 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,088 | TotalAmt |
| Program Services | $10,088 | ProgramServicesAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,417 | TotalAmt |
| Program Services | $97,417 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,766 | TotalAmt |
| Program Services | $21,901 | ProgramServicesAmt |
| Management And General | $3,865 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| BANK CHARGES | $1,184 | $1,006 | $178 |
| DUES SEMINARS | $2,282 | $1,940 | $342 |
| MISCELLANEOUS | $103 | $88 | $15 |
| PROGRAM SUPPLIES | $15,148 | $15,148 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $468,152 | TotalAmt |
| Program Services | $419,728 | ProgramServicesAmt |
| Management And General | $48,424 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,040 | BOYAmt |
| EOY | $121,204 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $179,847 | BOYAmt |
| EOY | $83,588 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,000 | BOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,337,771 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,279,691 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,072,653 | BOYAmt |
| EOY | $3,058,080 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,268 | BOYAmt |
| EOY | $2,026 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,328,808 | BOYAmt |
| EOY | $3,264,898 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,786 | BOYAmt |
| EOY | $29,924 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,786 | BOYAmt |
| EOY | $29,924 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,163,926 | BOYAmt |
| EOY | $3,167,215 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,096 | BOYAmt |
| EOY | $67,759 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,240,022 | BOYAmt |
| EOY | $3,234,974 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,328,808 | BOYAmt |
| EOY | $3,264,898 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$5,048 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | false | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $510,967 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $370,732 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $417,197 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $426,200 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $389,696 | CurrentTaxYearAmt |
| Total | $2,114,792 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $510,967 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $370,732 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $417,197 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $426,200 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $389,696 | CurrentTaxYearAmt |
| Total | $2,114,792 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $2,114,792 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,028 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $768 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,158 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $385 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $319 | CurrentTaxYearAmt |
| Total | $3,658 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $759 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $653 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,075 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,672 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,961 | CurrentTaxYearAmt |
| Total | $30,120 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,148,570 | TotalSupportAmt |
| Public Support CY170 | 0.98430 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99050 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
| Public Support CY509 | 0.00000 | PublicSupportCY509Pct |
| Investment Income CY | 0.00000 | InvestmentIncomeCYPct |
| Facts And Circumstances Test | Part II Section B Line 10 RENTAL INCOME RECEIVED FOR USE OF FACILITIES - 950 UNREALIZED GAIN ON INVESTMENTS - 235 EXPENSE REFUNDS - 23,776 | FactsAndCircumstancesTestTxt |
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
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $177,678 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
| Incl Escrow Custodial Acct Liab | false | InclEscrowCustodialAcctLiabInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $122,267 | OtherCostOrOtherBasisAmt |
| Book Value | $122,267 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,135,543 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,205,642 | DepreciationAmt |
| Book Value | $2,929,901 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $79,961 | OtherCostOrOtherBasisAmt |
| Depreciation | $74,049 | DepreciationAmt |
| Book Value | $5,912 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,058,080 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc |
|---|
| Financial derivatives and other financial products |
| Closely-held equity interests |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal income taxes | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Rev Etc Audited Fincl Stmt | $447,115 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $447,115 | RevenueSubtotalAmt |
| Other Revenues Not Included | $15,989 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $15,989 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $463,104 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $452,163 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $452,163 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $15,989 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $15,989 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $468,152 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| III 4 | THE FOUNDATION OWNS AN HISTORIC MANSION, HOUSES, AND WORKS OF ART, INCLUDING DRAWINGS AND SKETCHES. THE FOUNDATION USES THE WORKS OF ART AS EXHIBITS TO THE PUBLIC. THE FOUNDATION ALSO PRESERVES THE HERITAGE OF THE MANSION AND HOUSES. |
| XI 4b | THE FOUNDATION NETTED DIRECT EXPENSES OF 5,489 WITH THE REVENUE EARNED ON THE AUDITED FINANCIAL STATEMENTS AND NETTED AN EXPENSE REFUND OF 10,500 WITH THE EXPENSES INCURRED ON THE AUDITED FINANCIAL STATEMENTS, BUT REPORTED BOTH SEPARATELY ON FORM 990. |
| XII 4b | THE FOUNDATION NETTED DIRECT EXPENSES OF 5,489 WITH THE REVENUE EARNED ON THE AUDITED FINANCIAL STATEMENTS AND NETTED AN EXPENSE REFUND OF 10,500 WITH THE EXPENSES INCURRED ON THE AUDITED FINANCIAL STATEMENTS, BUT REPORTED BOTH SEPARATELY ON FORM 990. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section C, Line 11b | THE 990 FORM WAS PRESENTED AND REVIEWED BY THE BOARD OF DIRECTORS. |
| Form 990, Part VI, Section C, Line 19 | THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO PUBLIC BASED ON REQUESTS RECEIVED AT THE FOUNDATION OFFICE. |
| Form 990, Part VI, Section A, Line 2 | INGA CARUS IS THE DAUGHTER OF M. BLOUKE CARUS. |
| Form 990, Part VI, Section B, Line 12 | THE CONFLICT OF INTEREST POLICY, WHISTLEBLOWER POLICY, AND DOCUMENT RETENTION AND DESTRUCTION POLICY IS UNDER DEVELOPMENT AT 12.31.14. THE CONFILICT OF INTEREST POLICY AND WHISTEBLOWER POLICY WERE ADOPTED IN MARCH 2015. |
| Form 990, Part VI, Section B, Line 15 | CARUS CORPORATION, THE RELATED ORGANIZATION, PROVIDES JOB VALUATION SERVICES AS PART OF ITS PAYROLL MANAGEMENT SERVICES TO HEGELER CARUS FOUNDATION. |
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