NORTHERN INDIANA HISTORICAL SOCIETY FOUNDATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- NORTHERN INDIANA HISTORICAL SOCIETY FOUNDATION (EIN 31-0906405)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-21
- IRS object ID
- 201322339349300227
- Schema version
- 2012v2.0
- 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) |
|---|---|---|
| Timestamp | 2013-08-21T10:57:57-07:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CULLAR & ASSOCIATES PC CPA'S | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 218 W WASHINGTON ST SUITE 300 | AddressLine1 |
| City | SOUTH BEND | City |
| State | IN | State |
| ZIP Code | 46601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310906405 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHERN INDIANA HISTORICAL SOCIETY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NORT | NameControl |
| Phone | 5742359664 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 808 WEST WASHINGTON STREET | AddressLine1 |
| City | SOUTH BEND | City |
| State | IN | State |
| ZIP Code | 46601 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES G HART | Name |
| Title | CHAIRPERSON | Title |
| Phone | 5742359664 | Phone |
| Date Signed | 2013-04-29 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD J CULLAR CPA | Name |
| Phone | 5742888320 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JAMES G HART | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 808 W WASHINGTON ST | AddressLine1 |
| City | SOUTH BEND | City |
| State | IN | State |
| ZIP Code | 46601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 929752 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.centerforhistory.org | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1977 | YearFormation |
| State Legal Domicile | IN | StateLegalDomicile |
| Activity Or Mission Description | Mission: To solicit, receive, invest, and hold endowment contributions and donations for Northern Indiana Historical Society, Inc. and to make distributions to the Society. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 8 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 8 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 18229 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1459 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 71859 | InvestmentIncomePriorYear |
| Investment Income Current Year | 233708 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 90088 | TotalRevenuePriorYear |
| Total Revenue Current Year | 235167 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 189934 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 164955 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 23848 | OtherExpensePriorYear |
| Other Expenses Current Year | 24561 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 213782 | TotalExpensesPriorYear |
| Total Expenses Current Year | 189516 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -123694 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 45651 | RevenuesLessExpensesCY |
| Total Assets BOY | 4385889 | TotalAssetsBOY |
| Total Assets EOY | 4552188 | TotalAssetsEOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 4385889 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 4552188 | NetAssetsOrFundBalancesEOY |
| Mission Description | Mission: To solicit, receive, invest, | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 164955 | Expense |
| Grants | 164955 | Grants |
| Description | GRANTS GIVEN TO NORTHERN INDIANA HISTORICAL SOCIETY, INC. TO EDUCATE THE PUBLIC AND PROMOTE AREA HISTORY. | Description |
| Total Program Service Expense | 164955 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | false | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 8 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 8 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | false | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IN | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MARILYN JURGONSKI | NamePerson |
| Telephone Number | 5742359664 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 808 W WASHINGTON ST | AddressLine1 |
| City | SOUTH BEND | City |
| State | IN | State |
| ZIP Code | 46601 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (10 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| J SPIKE ABERNETHY | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| LINDA DOSHI | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL LEEP SR | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| ROBERT TOOTHAKER | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| MICK TUESLEY | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| JAMES HART | ||||||
| Chairperson | 2.00 | X | 0 | 0 | 0 | X |
| KEVIN KRUGGEL | ||||||
| Vice Chair | 2.00 | X | 0 | 0 | 0 | X |
| BRIAN HARDING | ||||||
| Secretary | 2.00 | X | 0 | 0 | 0 | X |
| MARILYN JURGONSKI | ||||||
| Finance Manager | 1.00 | 0 | 42051 | 0 | X | |
| RANDY RAY | ||||||
| Executive Director | 1.00 | 0 | 97578 | 684 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp Frm Rltd Orgs | 139629 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 684 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 1459 | AllOtherContributions |
| Total Contributions | 1459 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 148957 | TotalRevenueColumn |
| Exclusion | $148,957 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 779336 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 694585 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 84751 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 84751 | TotalRevenueColumn |
| Exclusion | $84,751 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 235167 | TotalRevenueColumn |
| Exclusion | $233,708 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 164955 | Total |
| Program Services | 164955 | ProgramServices |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24119 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 24119 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Bad debts | Description |
| Total | 442 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 442 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 189516 | Total |
| Program Services | 164955 | ProgramServices |
| Management And General | 24561 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 185615 | BOY |
| EOY | 118183 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23158 | BOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4124206 | BOY |
| EOY | 4377406 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52910 | BOY |
| EOY | 56599 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4385889 | BOY |
| EOY | 4552188 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4385889 | BOY |
| EOY | 4552188 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4385889 | BOY |
| EOY | 4552188 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4385889 | BOY |
| EOY | 4552188 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 45651 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 120648 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | false | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | false | ContribByControllingIndividual |
| Contribution By Related Party | false | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | false | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHERN INDIANA HISTORICAL SOCIETY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351124156 | EIN |
| Type Of Organization | 7 | TypeOfOrganization |
| Listed In Governing Doc | true | ListedInGoverningDoc |
| Supported Organization Notified | true | SupportedOrganizationNotified |
| Organized In US | true | OrganizedInUS |
| Amount | $164,955 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 164955 | SumOfAmounts |
| Public Support Total170 | 0 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Pertcentage170 | 0 | PublicSupportPertcentage170 |
| Public Support Total509 | 0 | PublicSupportTotal509 |
| Public Support Percentage509 | 0 | PublicSupportPercentage509 |
| Investment Income Percentage | 0 | InvestmentIncomePercentage |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4362731 | BeginningOfYearBalance |
| Contributions | 24175 | Contributions |
| Investment Earnings Or Losses | 354356 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 164955 | GrantsOrScholarships |
| Administrative Expenses | 24119 | AdministrativeExpenses |
| End Of Year Balance | 4552188 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4459269 | BeginningOfYearBalance |
| Contributions | 146073 | Contributions |
| Investment Earnings Or Losses | -28829 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 189934 | GrantsOrScholarships |
| Administrative Expenses | 23848 | AdministrativeExpenses |
| End Of Year Balance | 4362731 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4133701 | BeginningOfYearBalance |
| Contributions | 197202 | Contributions |
| Investment Earnings Or Losses | 323932 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 172396 | GrantsOrScholarships |
| Administrative Expenses | 23170 | AdministrativeExpenses |
| End Of Year Balance | 4459269 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3669447 | BeginningOfYearBalance |
| Contributions | 198042 | Contributions |
| Investment Earnings Or Losses | 430522 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 142590 | GrantsOrScholarships |
| Administrative Expenses | 21720 | AdministrativeExpenses |
| End Of Year Balance | 4133701 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4311131 | BeginningOfYearBalance |
| Contributions | 297099 | Contributions |
| Investment Earnings Or Losses | -774921 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 141747 | GrantsOrScholarships |
| Administrative Expenses | 22115 | AdministrativeExpenses |
| End Of Year Balance | 3669447 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 355815 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 115752 | NetUnrealizedGainsInvestments |
| Other Revenues | 4896 | OtherRevenues |
| Revenue Not Rptd F990 | 120648 | RevenueNotRptdF990 |
| Revenue Subtotal | 235167 | RevenueSubtotal |
| Total Revenue Per Form990 | 235167 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 189516 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 189516 | ExpensesSubtotal |
| Total Expenses Per Form990 | 189516 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (7 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Pt V Line 4 | Endowment funds earnings are used to distribute to Northern |
| Indiana Historical Society, Inc. to further its exempt purpose of promoting interest in the history of the region. | |
| Pt XI Line 2d | Increase in beneficial interest in assets held by |
| Community Foundation of St. Joseph County, Inc. | |
| Pt X Line 2 | The Foundation recognizes the tax benefit from an uncertain tax position only if |
| IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED | |
| IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF THE FOUNDATION AND POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME. MANAGEMENT HAS NOT IDENTIFIED ANY UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, AND THERE ARE NO UNRECOGNIZED TAX BENEFITS RECORDED AS LIABILI |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHERN INDIANA HISTORICAL SOCIETY INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 808 W WASHINGTON ST | AddressLine1 |
| City | SOUTH BEND | City |
| State | IN | State |
| ZIP Code | 46601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 351124156 | EINOfRecipient |
| IRC Section | 501(c)(3) | IRCSection |
| Amount Of Cash Grant | 164955 | AmountOfCashGrant |
| Purpose Of Grant | To further their mission | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Pt I Line 2 | The audited financial statements of Northern Indiana Historical |
| Pt I Line 2 | Society are available for review by the Foundation's trustees. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (29 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Pt VI, Line 11b | The entire Board of Trustees is provided a copy of Form 990 to |
| review before it is signed and filed by the Chairperson. | |
| Pt VI, Line 12c | The Organization's conflict of interest policy is monitored |
| and enforced through annual distributions of the policy | |
| to the Trustees, who must sign an acknowledgement and | |
| declare whether or not he or she has a conflict. If | |
| a conflict exists, the affected Board member must not | |
| vote on the matter. In cases in which disclosure of the | |
| conflict or abstention is not adequate, the member | |
| must resign. | |
| Pt VI, Line 15a | Although the Organization does not have any employees, |
| its controlling entity, Northern Indiana Historic | |
| Society, Inc., determines the compensation of its | |
| Executive Director through its independent | |
| Executive Committee, based on performance review and | |
| comparability data. | |
| Pt VI, Line 19 | The Organization's governing documents, conflict of |
| interest policy, and financial statements are made | |
| available to the public upon request. | |
| Pt XI | Unrealized investment gains - $115,752; increase in beneficial |
| interest in assets held by Community Foundation of | |
| of St. Joseph County, Inc. - $4,896. | |
| Part VII, Column B. The Finance Manager works | |
| approximately 33 hours per week on behalf of the | |
| related organization, for a total of 34 hours per | |
| Form 990EZ, Part II, Line 24 | INVESTMENTS |
| week. The Executive Director works approximately | |
| 39 hours per week on behalf of the related | |
| organization, for a total of 40 hours per week. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NO INDIANA HISTORICAL SOCIETY INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 808 W WASHINGTON | AddressLine1 |
| City | SOUTH BEND | City |
| State | IN | State |
| ZIP Code | 46601 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351124156 | EIN |
| Primary Activities | MUSEUM | PrimaryActivities |
| Legal Domicile State | IN | LegalDomicileState |
| Exempt Code Section | 501(c)(3) | ExemptCodeSection |
| Public Charity Status | 7 | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Org | false | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHERN INDIANA HISTORICAL SOCIETY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | b | TransactionType |
| Amount Involved | 164955 | AmountInvolved |
| Method Of Amt Determination | Cash | MethodOfAmtDetermination |
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