WAYNE COUNTY INDIANA FOUNDATION INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- WAYNE COUNTY INDIANA FOUNDATION INC (EIN 35-1406033)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-07
- IRS object ID
- 201413119349301811
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- 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 | 2014-11-07T14:46:16-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE WOODSIDE DRIVE | AddressLine1 |
| City | RICHMOND | City |
| State | IN | State |
| ZIP Code | 47374 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | RICHMOND | City |
| State | IN | State |
| ZIP Code | 47374 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN C BORCHERS | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 7659621638 | PhoneNum |
| Signature | 2014-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SUZANNE K MILLER | PreparerPersonNm |
| PTIN | P00452655 | PTIN |
| Phone | 7659660531 | PhoneNum |
| Preparation | 2014-11-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | 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 | AddressLine1 |
| City | RICHMOND | City |
| State | IN | State |
| ZIP Code | 47374 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,341,380 | 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 | 5 | TotalEmployeeCnt |
| Total Volunteers | 70 | TotalVolunteersCnt |
| Total Gross UBI | -$11,395 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$18,127 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,039,359 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,370,355 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $386,708 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $424,683 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,239,618 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,731,441 | CYInvestmentIncomeAmt |
| PY Other Revenue | $13,336 | PYOtherRevenueAmt |
| CY Other Revenue | $31,307 | CYOtherRevenueAmt |
| PY Total Revenue | $2,679,021 | PYTotalRevenueAmt |
| CY Total Revenue | $5,557,786 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $970,474 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,308,147 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $295,954 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $334,309 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $125,026 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $749,610 | PYOtherExpensesAmt |
| CY Other Expenses | $792,316 | CYOtherExpensesAmt |
| PY Total Expenses | $2,016,038 | PYTotalExpensesAmt |
| CY Total Expenses | $2,434,772 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $662,983 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,123,014 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $30,579,996 | TotalAssetsBOYAmt |
| Total Assets EOY | $35,278,802 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,024,539 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,634,791 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $28,555,457 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $33,644,011 | 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 | $900,409 | ExpenseAmt |
| Grant | $900,409 | GrantAmt |
| Revenue | $471,204 | RevenueAmt |
| Desc | GRANTMAKING: THE WAYNE COUNTY FOUNDATION ADMINISTERS 251 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 | $407,738 | ExpenseAmt |
| Grant | $407,738 | GrantAmt |
| Desc | SCHOLARSHIPS: THE WAYNE COUNTY FOUNDATION ADMINISTERS 136 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 | $317,361 | ExpenseAmt |
| 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 WOMENS 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 | $1,625,508 | 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 | 22 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 5 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| 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 |
| 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 | Yes (1) | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7659621638 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 SOUTH 7TH STREET | AddressLine1 |
| City | RICHMOND | City |
| State | IN | State |
| ZIP Code | 47374 | ZIPCode |
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 |
|---|---|---|---|---|---|---|
| ADAM FORREST | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN ZETZL | ||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CHRIS HARDIE | ||||||
| CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JILL KING | ||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| J ROGER GREEN | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GREG JANZOW | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID JETMORE | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SABRINA PENNINGTON | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DARLA LANE | ||||||
| VICE CHAIR | 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 | |
| JOHN MCBRIDE | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JIM PUFFENBERGER | ||||||
| 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 | |
| STEVE BORCHERS | ||||||
| EXECUTIVE DIRECTOR | 40.00 | $85,508 | $0 | $14,622 | Yes (X) | |
| AMY WALTZ | ||||||
| FINANCE OFFICER | 23.00 | $34,676 | $0 | $5,205 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $120,184 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $19,827 | 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 |
| All Other Contributions | $3,370,355 | AllOtherContributionsAmt |
| Noncash Contributions | $66,051 | NoncashContributionsAmt |
| Total Contributions | $3,370,355 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE FEES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $424,683 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $424,683 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $424,683 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $765,919 | TotalRevenueColumnAmt |
| Exclusion | $765,919 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $31,169 | 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 | $31,169 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,169 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $31,169 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,725,402 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,759,880 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $965,522 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $965,522 | TotalRevenueColumnAmt |
| Exclusion | $965,522 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $19,895 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $23,714 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$3,819 | TotalRevenueColumnAmt |
| Exclusion | -$3,819 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MISCELLANEOUS | 900099 | $15,352 | $15,352 | |
| LOSS FROM PARTNERSHIP INVESTMENTS | 900099 | -$11,395 | -$11,395 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,957 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,557,786 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $471,204 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$11,395 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,727,622 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $900,409 | TotalAmt |
| Program Services | $900,409 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $407,738 | TotalAmt |
| Program Services | $407,738 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,009 | TotalAmt |
| Program Services | $40,052 | ProgramServicesAmt |
| Management And General | $69,919 | ManagementAndGeneralAmt |
| Fundraising | $30,038 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,383 | TotalAmt |
| Program Services | $42,700 | ProgramServicesAmt |
| Management And General | $53,304 | ManagementAndGeneralAmt |
| Fundraising | $48,379 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,317 | TotalAmt |
| Program Services | $1,530 | ProgramServicesAmt |
| Management And General | $1,985 | ManagementAndGeneralAmt |
| Fundraising | $1,802 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,313 | TotalAmt |
| Program Services | $6,710 | ProgramServicesAmt |
| Management And General | $10,030 | ManagementAndGeneralAmt |
| Fundraising | $7,573 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,287 | TotalAmt |
| Program Services | $6,047 | ProgramServicesAmt |
| Management And General | $8,193 | ManagementAndGeneralAmt |
| Fundraising | $6,047 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98 | TotalAmt |
| Management And General | $98 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,894 | TotalAmt |
| Management And General | $32,894 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,713 | TotalAmt |
| Management And General | $12,713 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,555 | TotalAmt |
| Program Services | $1,503 | ProgramServicesAmt |
| Management And General | $7,230 | ManagementAndGeneralAmt |
| Fundraising | $1,822 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,777 | TotalAmt |
| Management And General | $1,777 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,103 | TotalAmt |
| Management And General | $42,103 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,230 | TotalAmt |
| Management And General | $2,230 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FOUNDATION MANAGEMENT F | $407,286 | $407,286 | ||
| TRUSTEE FEES | $124,635 | $124,635 | ||
| BAD DEBT EXPENSE | $43,025 | $43,025 | ||
| OTHER EXPENSES | $39,454 | -$3,499 | $42,894 | $59 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,546 | TotalAmt |
| Program Services | $8,265 | ProgramServicesAmt |
| Management And General | $37,975 | ManagementAndGeneralAmt |
| Fundraising | $29,306 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,434,772 | TotalAmt |
| Program Services | $1,625,508 | ProgramServicesAmt |
| Management And General | $684,238 | ManagementAndGeneralAmt |
| Fundraising | $125,026 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,411,767 | BOYAmt |
| EOY | $2,823,554 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $482,121 | BOYAmt |
| EOY | $1,307,923 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,069 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $183 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $747,406 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $343,628 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $440,520 | BOYAmt |
| EOY | $403,778 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,683,734 | BOYAmt |
| EOY | $10,615,277 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,536,785 | BOYAmt |
| EOY | $20,128,087 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,579,996 | BOYAmt |
| EOY | $35,278,802 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,130 | BOYAmt |
| EOY | $4,886 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $531,156 | BOYAmt |
| EOY | $434,231 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,917 | BOYAmt |
| EOY | $39,014 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,443,336 | BOYAmt |
| EOY | $1,156,660 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,024,539 | BOYAmt |
| EOY | $1,634,791 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,841,832 | BOYAmt |
| EOY | $32,087,605 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $653,625 | BOYAmt |
| EOY | $1,496,406 | 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 | $28,555,457 | BOYAmt |
| EOY | $33,644,011 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,579,996 | BOYAmt |
| EOY | $35,278,802 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,123,014 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,729,078 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $236,462 | 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 | $2,192,307 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,276,508 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,245,623 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,039,359 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,370,355 | CurrentTaxYearAmt |
| Total | $10,124,152 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,192,307 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,276,508 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,245,623 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,039,359 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,370,355 | CurrentTaxYearAmt |
| Total | $10,124,152 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,500,885 | SubstantialContributorsTotAmt |
| Public Support Total170 | $6,623,267 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $566,837 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $577,426 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $705,629 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $636,606 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $780,200 | CurrentTaxYearAmt |
| Total | $3,266,698 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $29,745 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,632 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,439 | CurrentTaxYearMinus2YearsAmt |
| Total | $64,816 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $294,915 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $329,122 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $379,235 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $386,708 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $424,683 | CurrentTaxYearAmt |
| Total | $1,814,663 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $15,270,329 | TotalSupportAmt |
| Public Support CY170 | 0.43370 | PublicSupportCY170Pct |
| Public Support PY170 | 0.43870 | 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 | 33 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $119,006 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $144,273 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $640,517 | 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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,038,710 | BeginningYearBalanceAmt |
| Contributions | $242,243 | ContributionsAmt |
| Investment Earnings Or Losses | $2,884,817 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $842,877 | GrantsOrScholarshipsAmt |
| Other Expenditures | $85,691 | OtherExpendituresAmt |
| Administrative Expenses | $441,218 | AdministrativeExpensesAmt |
| End Year Balance | $25,795,984 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,263,942 | BeginningYearBalanceAmt |
| Contributions | $1,844,764 | ContributionsAmt |
| Investment Earnings Or Losses | $4,508,376 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,056,071 | GrantsOrScholarshipsAmt |
| Other Expenditures | $157,669 | OtherExpendituresAmt |
| Administrative Expenses | $364,632 | AdministrativeExpensesAmt |
| End Year Balance | $24,038,710 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.95090 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00200 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.04710 | 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 | $261,396 | DepreciationAmt |
| Book Value | $350,960 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $115,050 | OtherCostOrOtherBasisAmt |
| Depreciation | $82,232 | DepreciationAmt |
| Book Value | $32,818 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $403,778 | TotalBookValueLandBuildingsAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $178,187 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CASH SURRENDER LIFE INSURANCE ANNUITY | $134,592 | C |
| MUTUAL FUNDS | $13,456,420 | F |
| ALTERNATIVE INVESTMENTS | $6,104,088 | F |
| FIXED INCOME FUNDS DOMESTIC AND INTERNATIONAL | $254,800 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $20,128,087 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIABILITIES ASSOCIATED WITH SPLIT-INTEREST AGREEMENTS | Desc |
| Amt | $1,156,660 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,156,660 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $7,150,854 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,729,078 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $77,980 | OtherRevenueAmt |
| Revenue Not Reported | $1,807,058 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,343,796 | RevenueSubtotalAmt |
| Other Revenues Not Included | $213,990 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $213,990 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,557,786 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,347,839 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $23,714 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $23,714 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,324,125 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $110,647 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $110,647 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,434,772 | 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: | THE FOUNDATION HAS ADOPTED ACCOUNTING RULES THAT PRESCRIBE WHEN TO RECOGNIZE, AND HOW TO MEASURE THE FINANCIAL STATEMENT EFFECTS OF INCOME TAX POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, ON ITS INCOME TAX RETURNS. THESE RULES REQUIRE MANAGEMENT TO EVALUATE THE LIKELIHOOD THAT, UPON EXAMINATION BY RELEVANT TAXING JURISDICTIONS, THOSE INCOME TAX POSITIONS WOULD BE SUSTAINED. BASED ON THAT EVALUATION, THE FOUNDATION ONLY RECOGNIZES THE MAXIMUM BENEFIT OF EACH INCOME TAX POSITION THAT IS MORE THAN 50% LIKELY OF BEING SUSTAINED. TO THE EXTENT THAT ALL OR A PORTION OF THE BENEFITS OF AN INCOME TAX POSITION ARE NOT RECOGNIZED, A LIABILITY WOULD BE RECOGNIZED FOR THE UNRECOGNIZED BENEFITS, ALONG WITH ANY INTEREST AND PENALTIES THAT WOULD RESULT FROM DISALLOWANCE OF THE POSITION. SHOULD ANY SUCH PENALTIES AND INTEREST BE INCURRED, THEY WOULD BE RECOGNIZED AS OPERATING EXPENSES. 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, 2013. THE FEDERAL TAX RETURNS OF THE FOUNDATION FOR 2010, 2011, AND 2012 ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITY, GENERALLY FOR THREE YEARS AFTER THE DUE DATE. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN SPLIT INTEREST AGREEMENTS 77,980. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FAS 136 ADJUSTMENT 237,705. FUNDRAISING EXPENSES -23,714. ROUNDING -1. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES ON PAGE 9 23,714. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FAS 136 110,647. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Events Total | 6 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $19,895 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $19,895 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $23,714 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $19,895 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $19,895 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $23,714 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $23,714 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$3,819 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (51 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ACHIEVA RESOURCES | |||||||
| PO BOX 1252 | RICHMOND | IN | 47374 | 351005528 | 501(C)3 | $6,800 | IN SUPPORT OF A GUARDIANSHIP PROGRAM FOR THOSE WITH DISABILITIES IN WAYNE COUNTY. |
| ALLIANCE FOR STRATEGIC GROWTH | |||||||
| 122 EAST MAIN STREET | MUNCIE | IN | 47305 | 020670190 | 501(C)3 | $5,000 | IN SUPPORT OF A PILOT PROJECT TO DESIGN A TRAINING PROGRAM TO MEET THE NEEDS OF THE ADVANCED MANUFACTURERS IN WAYNE COUNTY. |
| AMIGOSCOMMUNITY ACTION OF CENTRAL INDIANA | |||||||
| 855 NORTH 12TH STREET | RICHMOND | IN | 47374 | 800636080 | 501(C)3 | $7,115 | 2013 CHALLENGE MATCH PROGRAM; IN SUPPORT OF YOUR PROGRAM IN OCTOBER, 2013, TO CELEBRATE HISPANIC ARTS AND CULTURE. PASS-THROUGH GIFT |
| AREA 9 AGENCY ON AGING | |||||||
| 509 EAST THIRD STREET | BLOOMINGTON | IN | 47401 | 356001673 | 501(C)3 | $5,600 | TO PURCHASE 211 SOFTWARE, TRAINING, AND AGENCY CONVERSION TO DATABASE. |
| BIRTHRIGHT OF RICHMOND | |||||||
| 303 SOUTH 6TH STREET | RICHMOND | IN | 47374 | 351584126 | 501(C)3 | $5,000 | TO ASSIST WITH THE REPLACEMENT OF SIDING AT 305 SOUTH 6TH STREET IN RICHMOND. |
| BIRTH-TO-FIVE INC | |||||||
| 315 NORTHWEST THIRD STREET | RICHMOND | IN | 47374 | 351843800 | 501(C)3 | $10,820 | DISTRIBUTION FROM THE EARLY CHILDHOOD LITERACY FUND; 2013 CHALLENGE MATCH PROGRAM; TO PROVIDE LEARNING TOYS TO THE PARENTS AS TEACHERS PROGRAM FAMILIES;2013 ALTERNATIVE GIFT FAIR; 2013 CHALLENGE MATCH PROGRAMDONOR ADVISED DISTRIBUTION; GRANT FOR CHALLENGE MATCH PROGRAM; 2013 ALTERNATIVE GIFT FAIR |
| BOYS AND GIRLS CLUBS OF WAYNE COUNTY | |||||||
| 1717 SOUTH L STREET | RICHMOND | IN | 47374 | 351065715 | 501(C)3 | $23,572 | 2013 CHALLENGE MATCH PROGRAM; GRANT FOR THE ANNUAL CAMPAIGN AND THE OTHER HALF TO THE RESTRICTED FOCUS FUND;TO PURCHASE ART SUPPLIES; 2013 CHALLENGE MATCH PROGRAM; DONOR ADVISED GIFT;DONOR ADVISED DISTRIBUTION; 2013 FEBRUARY DISTRIBUTION; GRANT FOR CHALLENGE MATCH PROGRAM; CLUB MEMBERSHIPS |
| CARDINAL GREENWAY | |||||||
| PO BOX 2411 | RICHMOND | IN | 47375 | 351885151 | 501(C)3 | $8,797 | 2013 CHALLENGE MATCH PROGRAM; DONOR ADVISED GRANT; IN SUPPORT OF THE GREENWAY GAZEBO PROJECT; 2013 ALTERNATIVE GIFT FAIR; 2013 ALTERNATIVE GIFT FAIR; PT THROUGH GIFT; GRANT FOR CHALLENGE MATCH PROGRAM; ANONYMOUS DONOR PASS-THROUGH GIFT |
| CHILDREN'S JUSTICE AND ADVOCACY CENTER INC | |||||||
| PO BOX 2195 | RICHMOND | IN | 47375 | 161637581 | 501(C)3 | $8,187 | 2013 CHALLENGE MATCH PROGRAM; TO PURCHASE MOBLIE FORENSIC INTERVIEW EQUIPMENT SOFTWARE; TO PURCHASE MOBLIE FORENSIC INTERVIEW EQUIPMENT SOFTWARE; DONOR ADVISED GRANT |
| COMMUNITIES IN SCHOOLS OF WAYNE COUNTY | |||||||
| PO BOX 1784 | RICHMOND | IN | 47375 | 352132872 | 501(C)3 | $14,867 | 2013 CHALLENGE MATCH PROGRAM; DISTRIBUTION FROM THE EARLY CHILDHOOD LITERACY FUND FOR YOUR ELEMENTARY SCHOOL PROGRAMS; IN SUPPORT OF THE PARENTS AS LEADERS ACADEMY, AND TO ASSIST WITH THE "CHOICES" AND "REALITY STORE" PROGRAMS ; 2013 WOMEN'S FUND GRANT FOR PARENTS AS LEADERS ACADEMYGIFT FROM WAYNE COUNTY RETIRED TEACHERS FOR THE CHALLENGE MATCH PROGRAM |
| COPE ENVIRONMENTAL CENTER | |||||||
| 4940 SHOEMAKER ROAD | CENTERVILLE | IN | 47330 | 351856406 | 501(C)3 | $17,669 | 2013 CHALLENGE MATCH PROGRAM; TO HELP RESTORE THE BARN; TO HELP RESTORE THE BARN; 2013 WOMEN'S FUND GRANT FOR CHILDREN'S LAND CANADA TRAINING; 2013 ALTERNATIVE GIFT FAIR; EMPLOYEE MATCHING GIFT ; GRANT FOR CHALLENGE MATCH PROGRAM; DONOR ADVISED GRANT |
| DIPLOMAS IN SCHOOL NURSERY FOR TEEN MOTHERS | |||||||
| 300 HUB ETCHISON PARKWAY | RICHMOND | IN | 47374 | 263582802 | 501(C)3 | $8,200 | TO COVER A YEAR'S EXPENSES FOR TWO CHILDREN AND FOUR TEEN PARENTS AT RHS; 2013 WOMEN'S FUND GRANT |
| EARLHAM COLLEGE | |||||||
| 801 NATIONAL ROAD WEST | RICHMOND | IN | 47374 | 350868073 | 501(C)3 | $32,551 | 2013 FEBRUARY DISTRIBUTION; EMPLOYEE MATCHING GIFT |
| EVERY CHILD CAN READ INC (THIRD GRADE ACADEMY) | |||||||
| 33 SOUTH 7TH STREET | RICHMOND | IN | 47374 | 264389859 | 501(C)3 | $39,247 | ANONYMOUS DONOR GIFT; 2013 CHALLENGE MATCH PROGRAM; DONOR ADVISED GRANT - ; PASS-THROUGH GRANT ; DISTRIBUTION FROM THE EARLY CHILDHOOD LITERACY FUND.DONOR ADVISED GRANT; GIFT FOR 2014; STOCK GIFT; DONOR ADVISED DISTRIBUTION; DONOR ADVISED GRANT;DONOR ADVISED DISTRIBUTION; 2013 ALTERNATIVE GIFT FAIR FOR K-READY |
| FIRST ENGLISH LUTHERAN CHURCH | |||||||
| 2727 NATIONAL ROAD EAST | RICHMOND | IN | 47374 | 356000831 | 501(C)3 | $16,800 | DONOR ADVISED DISTRIBUTION |
| FOUNTAIN CITY LIONS SENIOR APARTMENTS | |||||||
| PO BOX 223 | FOUNTAIN CITY | IN | 47341 | 355042092 | 501(C)3 | $9,351 | TO ASSIST IN PAYING OF THE LOAN TO THE LION'S CLUB FOR THE SENIOR APARTMENTS |
| GIRLS INC | |||||||
| PO BOX 43 | RICHMOND | IN | 47375 | 237188644 | 501(C)3 | $15,392 | WOMEN'S FUND GRANT FOR WOMEN AND CHAPERONES TO GO TO THE WHITE HOUSE; 2013 WOMEN'S FUND GRANT MOTHER DAUGHTER WORKSHOPS; 2013 CHALLENGE MATCH PROGRAM; 2013 FEBRUARY DISTRIBUTION; 2013 ALTERNATIVE GIFT FAIR; EMPLOYEE MATCHING GRANT; WOMEN'S FUND GRANT FOR THE AS WE ARE, PHOTOGRAPHIC EXHIBIT; 2013 FEBRUARY DISTRIBUTION; PASS-THROUGH GIFT ; DONOR ADVISED GRANT |
| GOLAY COMMUNITY CENTER | |||||||
| 1007 E MAIN STREET | CAMBRIDGE CITY | IN | 47327 | 351518699 | 501(C)3 | $5,395 | 2013 CHALLENGE MATCH PROGRAM |
| CHRISTIAN CHARITIES OF RICHMOND AND WAYNE COUNTY INC | |||||||
| 3121 SOUTHEAST PARKWAY | RICHMOND | IN | 47374 | 200850936 | 501(C)3 | $11,393 | 2013 CHALLENGE MATCH PROGRAM; FOR THE BACKPACK BLESSINGS PROGRAM AT SIX RICHMOND ELEMENTARY SCHOOLS; WOMEN'S GIVING CIRCLE GRANT IN SUPPORT OF THE BACKPACK BLESSING PROGRAM |
| HABITAT FOR HUMANITY | |||||||
| 1114 SOUTH F STREET | RICHMOND | IN | 47374 | 351803693 | 501(C)3 | $11,888 | 2013 CHALLENGE MATCH PROGRAM; TO ASSIST WITH THE PURCHASE OF LOADER ATTACHMENTS FOR CONSTRUCTION ACTIVITIES; 2013 WOMEN'S FUND GRANT SUPPORT INTERNATIONAL WOMEN'S BUILD; 2013 ALTERNATIVE GIFT FAIR |
| HAND IN HAND ADULT DAY CARE OF RICHMOND | |||||||
| 2727 EAST MAIN STREET | RICHMOND | IN | 47374 | 351762648 | 501(C)3 | $14,095 | IN SUPPORT OF A SCHOLARSHIP FUND TO HELP ELDERS AND DISABLED ADULTS ATTEND ADULT DAY CARE; DONOR ADVISED DISTRIBUTION; 2013 FEBRUARY DISTRIBUTION2013 ALTERNATIVE GIFT FAIR; DONOR ADVISED DISTRIBUTION |
| HELP THE ANIMALS | |||||||
| PO BOX 117 | RICHMOND | IN | 47374 | 351772951 | 501(C)3 | $7,162 | TO ASSIST WITH A PORTION OF THE SPAYING/NEUTERING ALL ANIMALS WHO WILL BE ADOPTED FROM HELP OVER THE NEXT YEAR; 2013 CHALLENGE MATCH PROGRAM; 2013 ALTERNATIVE GIFT FAIR; DONOR ADVISED DISTRIBUTION |
| HISTORIC HAGERSTOWN INC | |||||||
| PO BOX 126 | HAGERSTOWN | IN | 47346 | 237225013 | 501(C)3 | $5,557 | TO CONTINUE TO OFFER FREE ART CLASSES TO THE PUBLIC WITH "THE ARTS: POSITIVELY!" PROGRAM; 2013 FEBRUARY DISTRIBUTION |
| HOPE HOUSE | |||||||
| 275 GROVE RD | RICHMOND | IN | 47374 | 352130321 | 501(C)3 | $19,213 | FUND HOLDER REQUEST FOR OPERATING EXPENSES; 2013 CHALLENGE MATCH PROGRAMTO ASSIST WITH THE AFTERCARE CONTACT PROGRAM; PASS-THROUGH GIFT; EMPLOYEE MATCHING GIFT |
| HUBBARD FUND | |||||||
| 240 SOUTH 6TH STREET | RICHMOND | IN | 47374 | 350992124 | 501(C)3 | $130,689 | 2013 SPRING GRANTS; SETON TUITION; NOVEMBER 2013 GRANTS; 2013-2014 COLLEGE SCHOLARSHIPS; COLLEGE SCHOLARSHIPS |
| INDEPENDENT LIVING CENTER OF EASTERN INDIANA | |||||||
| 129 SOUTH NINTH STREET | RICHMOND | IN | 47374 | 352054653 | 501(C)3 | $5,000 | TO ESTABLISH A RAMP CONSTRUCTION FUND TO ASSIST AT LEAST FIVE INDIVIDUALS WITH DISABILITIES. |
| INDIANA UNIVERSITY SCHOOL OF MEDICINE | |||||||
| PO BOX 7059 | INDIANAPOLIS | IN | 462077059 | 356018940 | 501(C)3 | $5,000 | DONOR ADVISED GRANT |
| JUNIOR ACHIEVEMENT OF EASTERN INC | |||||||
| 300 HUB ETCHISON PARKWAY | RICHMOND | IN | 47374 | 841267604 | 501(C)3 | $5,785 | 2013 CHALLENGE MATCH PROGRAM; TO EXPAND ELEMENTARY SCHOOL PROGRAMMING IN WAYNE COUNTY; GIFT; DONOR ADVISED DISTRIBUTION; DONOR ADVISED GRANT |
| MORRISSON-REEVES LIBRARY | |||||||
| 80 NORTH 6TH STREET | RICHMOND | IN | 47374 | 356001895 | 501(C)3 | $12,676 | 2013 FEBRUARY DISTRIBUTION; 2013 WICKEMEYER AWARD; WOMEN'S GIVING CIRCLE GRANT HALF FOR BOARD BOOKS AS REQUESTED THE OTHER HALF FOR MATERIALS AND BOOKS NEEDED IN THE CHILDREN'S SECTION; 2013 ALTERNATIVE GIFT FAIR; 2013 WOMEN'S FUND GRANT YARN LOVER'S CLUB |
| NATCO COMMUNITY EMPOWERMENT CENTER | |||||||
| 1627 EAST MAIN STREET | RICHMOND | IN | 47374 | 351047478 | 501(C)3 | $5,000 | TO SUPPORT THE MISSION OF THE EMPOWERMENT CENTER THROUGH THE CIRCLES PROGRAM. |
| RICHMOND ART MUSEUM | |||||||
| PO BOX 816 | RICHMOND | IN | 47375 | 356005040 | 501(C)3 | $13,242 | 2013 CHALLENGE MATCH PROGRAM; MEMORIES WITH MOMENTUM PROJECT OF THE POSITIVE PLACE INITIATIVE; 2013 WOMEN'S FUND GRANT TO OFFER ART CLASS SCHOLARSHIPS TO GIRLS AND WOMEN IN WAYNE COUNTY; DONOR ADVISED GRANT FOR THE PHANTOSCOPE FILM FESTIVAL; FOR MERIT AWARDS AT THE 115TH ANNUAL EXHIBITION; GRANT FOR CHALLENGE MATCH PROGRAM |
| RICHMOND CITY SERIES | |||||||
| 2301 WEST MAIN STREET | RICHMOND | IN | 47374 | 356005040 | 501(C)3 | $7,500 | TO ASSIST WITH A SUMMER-LONG EFFORT TO BRING ARTS AND CULTURE TO THE CITIZENS OF WAYNE COUNTY. |
| RICHMOND CIVIC THEATRE | |||||||
| 1003 EAST MAIN STREET | RICHMOND | IN | 47374 | 350886844 | 501(C)3 | $8,904 | 2013 CHALLENGE MATCH PROGRAM; TO PURCHASE BOOKS FOR "THE RIPPLE EFFECT" COMMUNITY READS PROJECT; 2013 FEBRUARY DISTRIBUTION |
| RICHMOND FAMILY YMCA | |||||||
| 1215 SOUTH J STREET | RICHMOND | IN | 47374 | 350984030 | 501(C)3 | $20,270 | TO ASSIST WITH THE CONSTRUCTION OF THE YMCA'S NEW CHILDCARE AREA; DONOR ADVISED GRANT; 2013 CHALLENGE MATCH PROGRAM; 2013 ALTERNATIVE GIFT FAIR |
| RICHMOND MUSIC BOOSTERS | |||||||
| PO BOX 1171 | RICHMOND | IN | 47375 | 356064082 | 501(C)3 | $5,177 | 2013 CHALLENGE MATCH PROGRAM; GIFT FROM DONOR ADVISED FUND |
| RICHMOND PARKS AND RECREATION DEPARTMENT | |||||||
| 50 NORTH 5TH STREET | RICHMOND | IN | 47374 | 356001174 | $15,583 | TO HELP OFFSET ADMISSION FEES, SUPPLIES, AND TRANSPORTATION COSTS FOR 250 CHILDREN WHO WILL ATTEND JUKO SUMMER CAMP; TO HELP OFFSET EXPENSES ASSOCIATED WITH THE SUMMER CONCERT SERIES; 2013 FEBRUARY DISTRIBUTION | |
| RICHMOND SYMPHONY ORCHESTRA | |||||||
| 300 HUB ETCHISON PARKWAY | RICHMOND | IN | 47374 | 356042479 | 501(C)3 | $35,376 | 2013 FEBRUARY DISTRIBUTION; TO PROVIDE THREE FREE COMMUNITY CONCERTS. |
| SETON CATHOLIC HIGH SCHOOL | |||||||
| 240 SOUTH 6TH STREET | RICHMOND | IN | 47374 | 300036396 | 501(C)3 | $51,383 | SCHOLARSHIPS FOR SETON STUDENTS; OPERATING SUPPORT FROM THE AGENCY FUND; 2013 FEBRUARY DISTRIBUTION |
| ST PAUL'S EVANGELICAL LUTHERAN CHURCH | |||||||
| 121 SOUTH 18TH STREET | RICHMOND | IN | 47374 | 350906500 | 501(C)3 | $5,664 | 2013 FEBRUARY DISTRIBUTION; WOMEN'S GIVING CIRCLE GRANT TO BE USED FOR SUPPORT OF THE EXHIBIT; GRANT FOR CHALLENGE MATCH PROGRAM; DONOR ADVISED GRANT |
| STARR GENNETT FOUNDATION | |||||||
| 33 SOUTH 7TH STREET | RICHMOND | IN | 47374 | 351406033 | 501(C)3 | $5,367 | IN SUPPORT OF THE 2013 WALK OF FAME CELEBRATION; REIMBURSEMENT FOR MEDALLION EXPENSES 2013; PASS-THROUGH GRANT; PASS-THROUGH GIFT |
| GRASSROOTS ACTION RESOURCE CENTER | |||||||
| 401 EAST MAIN STREET | RICHMOND | IN | 47374 | 356003949 | 501(C)3 | $5,800 | TO ASSIST WITH THE NECESSARY REPAIRS TO OPEN THE CENTER. |
| THE WINTER ICE FESTIVAL COMMITTEE | |||||||
| PO BOX 2411 | RICHMOND | IN | 47375 | 356005040 | 501(C)3 | $5,000 | IN SUPPORT OF THE 2014 WAYNE COUNTY WINTER ICE FESTIVAL. |
| TOWN OF MILTON | |||||||
| 113 EAST MAIN STREET | RICHMOND | IN | 47374 | 351227557 | $7,500 | TO ASSIST WITH THE STREET LIGHT BEAUTIFICATION PROJECT. | |
| TOWNSEND COMMUNITY CENTER | |||||||
| 855 NORTH 12TH STREET | RICHMOND | IN | 47374 | 350892673 | 501(C)3 | $5,500 | TO ASSIST WITH THE PURCHASE OF EQUIPMENT AND SUPPLIES FOR THE TEEN ACTIVITY CENTER. |
| UNITED WAY OF WHITEWATER VALLEY | |||||||
| 129 SOUTH NINTH STREET | RICHMOND | IN | 47374 | 351020935 | 501(C)3 | $9,969 | 2013 FEBRUARY DISTRIBUTION; DONOR ADVISED GRANT |
| VINEYARD GATEWAY FELLOWSHIP CHURCH | |||||||
| 3361 INDIANA 227 | RICHMOND | IN | 47374 | 311119115 | 501(C)3 | $5,284 | 2013 CHALLENGE MATCH PROGRAM |
| WAYNE COUNTY HISTORICAL MUSEUM | |||||||
| 1150 NORTH A STREET | RICHMOND | IN | 47374 | 350899077 | 501(C)3 | $17,800 | 2013 MACY GRANT FOR FLOORING IN "THE BARN."; 2013 CHALLENGE MATCH PROGRAMTO ASSIST WITH THE PURCHASE TABLES AND CHAIRS FOR THE "BARN."; 2013 FEBRUARY DISTRIBUTION |
| WHITEWATER COMMUNITY TELEVISION | |||||||
| 2325 CHESTER BOULEVARD | RICHMOND | IN | 47374 | 351750716 | 501(C)3 | $7,885 | TO PURCHASE HARDWARE THAT WILL PROVIDE GREATER ONLINE ACCESS TO WCTV'S PROGRAMMING; 2013 CHALLENGE MATCH PROGRAM; PASS-THROUGH GIFT |
| WHITEWATER VALLEY DISTRICT 9 PRO BONO COMMISSION | |||||||
| 50 NORTH 5TH STREET | RICHMOND | IN | 47374 | 261455162 | 501(C)3 | $17,566 | TO CONTINUE TO OFFER FREE CIVIL LEGAL ASSISTANCE FOR THOSE IN NEED; OPERATING FUND; TO CONTINUE TO OFFER FREE CIVIL LEGAL ASSISTANCE FOR THOSE IN NEED; 2013 CHALLENGE MATCH PROGRAM |
| YOUNG WOMEN'S CHRISTIAN ASSOCIATION | |||||||
| 15 SOUTH 11TH STREET PO BOX 2430 | RICHMOND | IN | 47375 | 350868959 | 501(C)3 | $15,000 | TO HELP REPLACE TWO SUBMERSIBLE PUMPS AT THE GENESIS SHELTER; 2013 CHALLENGE MATCH PROGRAM; 2013 FEBRUARY DISTRIBUTION2013 ALTERNATIVE GIFT FAIR; 2013 FEBRUARY DISTRIBUTION; DONOR ADVISED GIFT |
| ZION'S LUTHERAN CHURCH | |||||||
| PO BOX 6 | PERSHING | IN | 47370 | 351585708 | 501(C)3 | $16,500 | SPECIAL DISTRIBUTION; SECOND QUARTER DISTRIBUTION; FOURTH QUARTER 2013 DISTRIBUTION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 51 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS FOR POST SECONDARY EDUCATION | GrantTypeTxt |
| Recipient | 201 | RecipientCnt |
| Cash Grant | $407,213 | 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 | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $66,051 | 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 | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | SEVERAL OF THE BOARD MEMBERS SERVE ON OTHER BOARDS TOGETHER |
| 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 REVIEWED AT A BOARD MEETING BEFORE THE DUE DATE OF THE INFORMATION RETURN. IF CHANGES ARE REQUIRED, THEY ARE MADE AND A FINAL 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 FINANCE 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. THE EXECUTIVE DIRECTOR PREPARES A REPORT OF THE PREVIOUS YEAR'S ACTIVITIES AND ACHIEVEMENTS FOR THE BOARD OF DIRECTORS EACH JANUARY. THIS DOCUMENT ALSO OUTLINES THE GOALS AND OBJECTIVES FOR THE NEW YEAR. BOARD MEMBERS ALSO RECEIVE A COPY OF THE EXECUTIVE DIRECTOR'S CURRENT JOB DESCRIPTION AND A SURVEY INSTRUMENT RELATING TO HIS OR HER PERFORMANCE DURING THE PREVIOUS YEAR AND THE GOALS SUGGESTED. THE BOARD CHAIR COLLECTS THE RETURNED SURVEYS AND SHARES THE ASSIMILATED INFORMATION WITH THE EXECUTIVE COMMITTEE. BASED ON THIS INFORMATION AND SALARY SURVEY DATA USED IN THE BUDGET DEVELOPMENT PROCESS, THE EXECUTIVE COMMITTEE WILL SET THE EXECUTIVE DIRECTOR'S SALARY FOR THE CURRENT YEAR (WITH ANY INCREASES OR DECREASES IN COMPENSATION BEING RETROACTIVE TO JANUARY 1) AND CHARGE THE BOARD CHAIR WITH CONDUCTING A PERFORMANCE REVIEW. AT THIS TIME, THE EXECUTIVE DIRECTOR'S PERSONAL PERFORMANCE GOALS WILL BE SET AND THE EXECUTIVE DIRECTOR WILL HAVE THE OPPORTUNITY TO REACT TO THE PERFORMANCE SURVEY INFORMATION. ADDITIONAL MEETINGS AND REVIEWS WILL BE SET AS NEEDED AND THE BOARD CHAIR WILL REPORT BACK TO THE BOARD ANY SUBSTANTIVE OUTCOMES OF THE INDIVIDUAL PERFORMANCE REVIEW. |
| 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 FOR SEVERAL PRIOR YEARS OF FORM 990 IS ON THE FOUNDATION'S WEBSITE. THE FORM 990 IS ALSO IMMEDIATELY AVAILABLE UPON REQUEST THROUGH THE FOUNDATION OFFICE. |
| FORM 990, PART XI, LINE 9: | FAS 136 ADJUSTMENT 158,481. CHANGE IN SPLIT INTEREST AGREEMENTS 77,980. ROUNDING 1. |
| 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 | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 33 SOUTH 7TH STREET | AddressLine1 |
| City | RICHMOND | City |
| State | IN | State |
| ZIP Code | 47374 | ZIPCode |
| 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 | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt |
|---|---|
| VIGRAN FAMILY FOUNDATION INC | |
| C | $2,500 |
| VIGRAN FAMILY FOUNDATION INC | |
| L | $17,398 |
Comments