KOCH FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- KOCH FOUNDATION INC (EIN 35-6023372)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-03-17
- IRS object ID
- 202610779349100501
- Schema version
- 2025v4.0
- 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-PF
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-17T10:16:57-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 356023372 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KOCH FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KOCH | BusinessNameControlTxt |
| Phone | 8124659668 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S 11TH AVE | AddressLine1Txt |
| City | EVANSVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 477125020 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Neil T Mcdonald | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 8124659800 | PhoneNum |
| Signature | 2026-03-18 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $81,301,172 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,500,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $85,815 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $85,815 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $893,848 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $893,848 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $0 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,281,037 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,911,911 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,281,037 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $0 | IncmModificationsAdjNetIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $0 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $4,760,700 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,260,700 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $0 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $0 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $7,688 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $7,688 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $53,290 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $53,290 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $0 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $42,690 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $42,690 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $0 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $0 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $0 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,932 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,932 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $113,600 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $113,600 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,967,835 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,967,835 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,081,435 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $113,600 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,967,835 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $679,265 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,147,100 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,362,506 | CashBOYAmt |
| Cash EOY | $1,761,945 | CashEOYAmt |
| Cash EOYFMV | $1,761,945 | CashEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| Corporate Stock BOY | $38,885,162 | CorporateStockBOYAmt |
| Corporate Stock EOY | $39,406,525 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $77,581,888 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,167,067 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,910,603 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,957,339 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $42,414,735 | TotalAssetsBOYAmt |
| Total Assets EOY | $43,079,073 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $81,301,172 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $0 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Grants Payable BOY | $0 | GrantsPayableBOYAmt |
| Grants Payable EOY | $0 | GrantsPayableEOYAmt |
| Deferred Revenue BOY | $0 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $0 | DeferredRevenueEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $38,923,118 | CapitalStockBOYAmt |
| Capital Stock EOY | $41,423,118 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $3,491,617 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $1,655,955 | AdditionalPaidInCapitalEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $42,414,735 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $43,079,073 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $42,414,735 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $43,079,073 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $42,414,735 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $679,265 | ExcessRevenueOverExpensesAmt |
| Other Increases | $379 | OtherIncreasesAmt |
| Subtotal | $43,094,379 | SubtotalAmt |
| Other Decreases | $15,306 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $43,079,073 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (39 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| Public Traded Securities | $50,000 | $0 | $49,122 | $878 | $878 |
| Public Traded Securities | $50,000 | $0 | $48,034 | $1,966 | $1,966 |
| Public Traded Securities | $91,164 | $0 | $85,000 | $6,164 | $6,164 |
| Public Traded Securities | $89,426 | $0 | $91,732 | -$2,306 | -$2,306 |
| Public Traded Securities | $52,770 | $0 | $50,450 | $2,320 | $2,320 |
| Public Traded Securities | $50,000 | $0 | $55,188 | -$5,188 | -$5,188 |
| Public Traded Securities | $50,000 | $0 | $49,887 | $113 | $113 |
| Public Traded Securities | $50,000 | $0 | $50,667 | -$667 | -$667 |
| Public Traded Securities | $50,000 | $0 | $50,197 | -$197 | -$197 |
| Public Traded Securities | $700,000 | $0 | $178,872 | $521,128 | $521,128 |
| Public Traded Securities | $600,000 | $0 | $143,441 | $456,559 | $456,559 |
| Public Traded Securities | $129,061 | $0 | $166,221 | -$37,160 | -$37,160 |
| Public Traded Securities | $154,222 | $0 | $222,031 | -$67,809 | -$67,809 |
| Public Traded Securities | $132,031 | $0 | $158,848 | -$26,817 | -$26,817 |
| Public Traded Securities | $79,585 | $0 | $99,160 | -$19,575 | -$19,575 |
| Public Traded Securities | $58,267 | $0 | $99,132 | -$40,865 | -$40,865 |
| Public Traded Securities | $96,742 | $0 | $110,343 | -$13,601 | -$13,601 |
| Public Traded Securities | $136,567 | $0 | $113,078 | $23,489 | $23,489 |
| Public Traded Securities | $70,254 | $0 | $100,256 | -$30,002 | -$30,002 |
| Public Traded Securities | $89,461 | $0 | $100,385 | -$10,924 | -$10,924 |
| Public Traded Securities | $69,113 | $0 | $111,601 | -$42,488 | -$42,488 |
| Public Traded Securities | $92,944 | $0 | $105,206 | -$12,262 | -$12,262 |
| Public Traded Securities | $149,207 | $0 | $66,671 | $82,536 | $82,536 |
| Public Traded Securities | $172,822 | $0 | $67,147 | $105,675 | $105,675 |
| Public Traded Securities | $278,550 | $0 | $154,613 | $123,937 | $123,937 |
| Public Traded Securities | $115,527 | $0 | $148,393 | -$32,866 | -$32,866 |
| Public Traded Securities | $147,868 | $0 | $22,594 | $125,274 | $125,274 |
| Public Traded Securities | $51,688 | $0 | $32,854 | $18,834 | $18,834 |
| Public Traded Securities | $45,781 | $0 | $100,776 | -$54,995 | -$54,995 |
| Public Traded Securities | $109,684 | $0 | $114,422 | -$4,738 | -$4,738 |
| Public Traded Securities | $89,156 | $0 | $41,682 | $47,474 | $47,474 |
| Public Traded Securities | $42,680 | $0 | $12,428 | $30,252 | $30,252 |
| Public Traded Securities | $122,707 | $0 | $150,167 | -$27,460 | -$27,460 |
| Public Traded Securities | $18,977 | $0 | $15,265 | $3,712 | $3,712 |
| Public Traded Securities | $192,015 | $0 | $175,902 | $16,113 | $16,113 |
| Public Traded Securities | $61,261 | $0 | $27,169 | $34,092 | $34,092 |
| Public Traded Securities | $179,752 | $0 | $83,726 | $96,026 | $96,026 |
| Public Traded Securities | $142,629 | $0 | $124,161 | $18,468 | $18,468 |
| Public Traded Securities | $50,000 | $0 | $54,053 | -$4,053 | -$4,053 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,281,037 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $29,845 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $29,845 | SubtotalAmt |
| Tax Based On Investment Income | $29,845 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $45,552 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $45,552 | TotalPaymentsAndCreditsAmt |
| Overpayment | $15,707 | OverpaymentAmt |
| Applied To ES Tax | $15,707 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | Yes (true) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Individual With Books | Neil T McDonald | IndividualWithBooksNm |
| Phone | 8124659800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S 11TH AVE | AddressLine1Txt |
| City | EVANSVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 477125020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Robert L Koch II | ||||||||
| 14 S Eleventh Avenue | Evansville | IN | 47712 | President | 2.00 | $0 | $0 | $0 |
| Kevin R Koch | ||||||||
| 14 S Eleventh Avenue | Evansville | IN | 47712 | Vice President | 2.00 | $0 | $0 | $0 |
| James H Muehlbauer | ||||||||
| 14 S Eleventh Avenue | Evansville | IN | 47712 | Vice President | 2.00 | $0 | $0 | $0 |
| Neil T McDonald | ||||||||
| 14 S Eleventh Avenue | Evansville | IN | 47712 | Treasurer | 2.00 | $0 | $0 | $0 |
| Jennifer K Slade | ||||||||
| 14 S Eleventh Avenue | Evansville | IN | 47712 | Secretary | 5.00 | $0 | $0 | $0 |
| David M Koch | ||||||||
| 14 S Eleventh Avenue | Evansville | IN | 47712 | Director | 1.00 | $0 | $0 | $0 |
| Brad J Muehlbauer | ||||||||
| 14 S Eleventh Avenue | Evansville | IN | 47712 | Director | 1.00 | $0 | $0 | $0 |
| Steven A Church | ||||||||
| 14 S Eleventh Avenue | Evansville | IN | 47712 | Director | 1.00 | $0 | $0 | $0 |
| Glen J Muehlbauer | ||||||||
| 14 S Eleventh Avenue | Evansville | IN | 47712 | Director | 1.00 | $0 | $0 | $0 |
| Josh Gilberg | ||||||||
| 14 S Eleventh Avenue | Evansville | IN | 47712 | Director | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N A | Description1Txt |
| Description2 | N A | Description2Txt |
| Description3 | N A | Description3Txt |
| Description4 | N A | Description4Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $76,107,055 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $390,549 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $76,497,604 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $76,497,604 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,147,464 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $75,350,140 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,767,507 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,767,507 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $29,845 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $0 | IncomeTaxAmt |
| Total Tax | $29,845 | TotalTaxAmt |
| Distributable Before Adj | $3,737,662 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,737,662 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,737,662 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,967,835 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $3,967,835 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,737,662 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $411,194 | UndistributedIncomePYAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,967,835 | QualifyingDistributionsAmt |
| Applied To Year1 | $411,194 | AppliedToYear1Amt |
| Applied To Current Year | $3,556,641 | AppliedToCurrentYearAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $181,021 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | See statement | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 S 11th Ave | AddressLine1Txt |
| City | Evansville | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47712 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8124659800 | RecipientPhoneNum |
| Form And Info And Materials | See statement | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | See statement | SubmissionDeadlinesTxt |
| Restrictions On Awards | See statement | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (173 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALEX AND ALI FOUNDATION INC | |||||||
| 126 W JENNINGS ST | Newburgh | IN | 47630 | No Relationship | PF | Charitable Operations | $1,500 |
| ALS ASSOCIATION NATL | |||||||
| 1050 Craig Road | Saint Louis | MO | 63146 | No Relationship | PF | Charitable Operations | $500 |
| AMERICAN CANCER SOCIETY | |||||||
| 318 MAIN STREET | Evansville | IN | 47708 | No Relationship | PF | Charitable Operations | $500 |
| AMERICAN RED CROSS | |||||||
| 29 South Stockwell | Evansville | IN | 47714 | No Relationship | PF | Charitable Operations | $10,395 |
| ANGELS FOR ANIMALS | |||||||
| 14 SAG HARBOR COURT | Saint Charles | MO | 63303 | No Relationship | PF | Charitable Operations | $2,000 |
| ANNUNCIATION SCHOOL | |||||||
| 3010 East Chandler Ave | Evansville | IN | 47714 | No Relationship | PF | Charitable Operations | $120,500 |
| ASCENSION ST VINCENT EVANSVILLE FOUND | |||||||
| 3700 Washington Avenue | Evansville | IN | 47750 | No Relationship | PF | Charitable Operations | $4,750 |
| AUTISM EVANSVILLE | |||||||
| PO Box 8052 | Evansville | IN | 47716 | No Relationship | PF | Charitable Operations | $1,000 |
| BALLET INDIANA | |||||||
| 303 STOCKWELL ROAD STE B | Evansville | IN | 47715 | No Relationship | PF | Charitable Operations | $1,500 |
| BENEDICTINE SCHOOLS OF RICHMOND | |||||||
| 12829 RIVER ROAD | RICHMOND | VA | 23238 | No Relationship | PF | Charitable Operations | $1,000 |
| BENEDICTINES OF MARY QUEEN OF APOSTLES | |||||||
| 6825 NURRENBERN RD | Evansville | IN | 47712 | No Relationship | PF | Charitable Operations | $10,000 |
| BIG BROTHERS BIG SISTERS OF SW IN | |||||||
| 320 SE Martin Luther King | Evansville | IN | 47713 | No Relationship | PF | Charitable Operations | $2,500 |
| BOY SCOUTS OF AM BUFFALO TRACE COUNCIL | |||||||
| 3501 E Lloyd Expressway | Evansville | IN | 47715 | No Relationship | PF | Charitable Operations | $3,000 |
| BREAKTHROUGH T1D | |||||||
| 225 S East St Ste 280 | Indianapolis | IN | 46202 | No Relationship | PF | Charitable Operations | $15,000 |
| BUILDING BLOCKS | |||||||
| 101 NW 1ST ST SUITE 118 | Evansville | IN | 47708 | No Relationship | PF | Charitable Operations | $75,000 |
| CAMP KESEM | |||||||
| 440 N Barranca Ave 2273 | Covina | CA | 91723 | No Relationship | PF | Charitable Operations | $250 |
| CANCER PATHWAYS MIDWEST | |||||||
| 5740 Vogel Road | Evansville | IN | 47715 | No Relationship | PF | Charitable Operations | $2,500 |
| CARVER COMMUNITY ORGANIZATION | |||||||
| 400 SE 8th Street | Evansville | IN | 47713 | No Relationship | PF | Charitable Operations | $1,000 |
| CASTLE BAND BOOSTERS INC | |||||||
| PO Box 641 | Newburgh | IN | 47629 | No Relationship | PF | Charitable Operations | $3,500 |
| CASTLE HIGH SCHOOL | |||||||
| 3344 Hwy 261 | Newburgh | IN | 47630 | No Relationship | PF | Charitable Operations | $500 |
| CASTLE HIGH SCHOOL SHOW CHOIR BOOSTER CLU | |||||||
| 3344 HWY 261 | Newburgh | IN | 47631 | No Relationship | PF | Charitable Operations | $500 |
| CASTLE ROBOTICS | |||||||
| 3344 IN Hwy 261 | Newburgh | IN | 47630 | No Relationship | PF | Charitable Operations | $1,000 |
| CATHOLIC CHARITIES BUREAU | |||||||
| 2111 Stringtown Road | Evansville | IN | 47711 | No Relationship | PF | Charitable Operations | $1,550 |
| CATHOLIC DIOCESE OF EVANSVILLE | |||||||
| 4200 N KENTUCKY | Evansville | IN | 47724 | No Relationship | PF | Charitable Operations | $13,000 |
| CATHOLIC EDUCATION FOUNDATION | |||||||
| 520 Benninghof Avenue | Evansville | IN | 47714 | No Relationship | PF | Charitable Operations | $500 |
| CATHOLIC FOUNDATION OF SW IN | |||||||
| P O BOX 4169 | Evansville | IN | 47724 | No Relationship | PF | Charitable Operations | $5,000 |
| CCAIFEF | |||||||
| PO BOX 679 | Independence | KY | 41051 | No Relationship | PF | Charitable Operations | $2,500 |
| CHEMO BUDDIES | |||||||
| 3699 Epworth Rd | Newburgh | IN | 47630 | No Relationship | PF | Charitable Operations | $1,000 |
| CHILDRENS THEATRE OF SOUTHERN INDIANA INC | |||||||
| 303 N STOCKWELL RD SUITE B | Evansville | IN | 47715 | No Relationship | PF | Charitable Operations | $1,000 |
| CITY CHURCH | |||||||
| 314 MARKET STREET | Evansville | IN | 47708 | No Relationship | PF | Charitable Operations | $200 |
| COMMUNITY ONE | |||||||
| 402 S Green River Rd | Evansville | IN | 47715 | No Relationship | PF | Charitable Operations | $2,500 |
| CONGREGATIONS ACTING FOR JUSTICE and EMPOWE | |||||||
| PO Box 18172 | Evansville | IN | 47719 | No Relationship | PF | Charitable Operations | $1,500 |
| CONVOY OF HOPE | |||||||
| 1 CONVOY DRIVE | Springfield | MO | 65802 | No Relationship | PF | Charitable Operations | $30 |
| CORPUS CHRISTI CHURCH and SCHOOL | |||||||
| 5528 HOGUE ROAD | Evansville | IN | 47712 | No Relationship | PF | Charitable Operations | $10,000 |
| CYSTINOSIS RESEARCH NETWORK | |||||||
| 302 WHYTEGATE COURT | Lake Forest | IL | 60045 | No Relationship | PF | Charitable Operations | $1,000 |
| DEACONESS HOSPITAL FOUNDATION | |||||||
| 600 Mary Street | Evansville | IN | 47710 | No Relationship | PF | Charitable Operations | $10,100 |
| DREAM CENTER | |||||||
| PO Box 4793 | Evansville | IN | 47724 | No Relationship | PF | Charitable Operations | $10,126 |
| EASTER SEALS SOUTHWESTERN INDIANA | |||||||
| 3701 Bellemeade Ave | Evansville | IN | 47714 | No Relationship | PF | Charitable Operations | $109,500 |
| ELITE LEADERSHIP SUMMIT INC | |||||||
| 8832 MALLORY CT | Evansville | IN | 47711 | No Relationship | PF | Charitable Operations | $500 |
| EVANSVILLE AFRICAN AMERICAN MUSEUM | |||||||
| 534 579 Lincoln Ave | Evansville | IN | 47712 | No Relationship | PF | Charitable Operations | $1,500 |
| EVANSVILLE ARC FOUNDATION | |||||||
| 615 West Virginia Street | Evansville | IN | 47724 | No Relationship | PF | Charitable Operations | $6,000 |
| EVANSVILLE CATHOLIC INTERPAROCHIAL HIGH S | |||||||
| 4200 N Kentucky Ave | Evansville | IN | 47711 | No Relationship | PF | Charitable Operations | $16,300 |
| EVANSVILLE CHRISTIAN LIFE CENTER | |||||||
| 509 S Kentucky Ave | Evansville | IN | 47714 | No Relationship | PF | Charitable Operations | $28,000 |
| EVANSVILLE CHRISTIAN SCHOOL | |||||||
| 4400 LINCOLN AVENUE | Evansville | IN | 47714 | No Relationship | PF | Charitable Operations | $30,000 |
| EVANSVILLE DAY SCHOOL | |||||||
| 3400 N Greenriver Rd | Evansville | IN | 47715 | No Relationship | PF | Charitable Operations | $10,000 |
| EVANSVILLE EAST YOUTH BASEBALL | |||||||
| 220 VANN AVE | Evansville | IN | 47714 | No Relationship | PF | Charitable Operations | $300 |
| EVANSVILLE JUNIOR FOOTBALL LEAGUE | |||||||
| PO BOX 6214 | Evansville | IN | 47719 | No Relationship | PF | Charitable Operations | $1,000 |
| EVANSVILLE MUSEUM OF ARTS and SCIENCE | |||||||
| 411 S E Riverside Dr | Evansville | IN | 47713 | No Relationship | PF | Charitable Operations | $360,000 |
| EVANSVILLE P47 FOUNDATION INC | |||||||
| 4825 North Spring Street | Evansville | IN | 47711 | No Relationship | PF | Charitable Operations | $2,500 |
| EVANSVILLE PHILHARMONIC ORCHESTRA | |||||||
| P O Box 84 | Evansville | IN | 47701 | No Relationship | PF | Charitable Operations | $25,500 |
| EVANSVILLE POLICE DEPARTMENT FOUNDATION | |||||||
| PO Box 3114 | Evansville | IN | 47730 | No Relationship | PF | Charitable Operations | $2,500 |
| EVANSVILLE PROMISE NEIGHBORHOOD | |||||||
| 1800 LINCOLN AVE | Evansville | IN | 47722 | No Relationship | PF | Charitable Operations | $30,000 |
| EVANSVILLE RESCUE MISSION | |||||||
| 300 SE Martin Luther King Jr Blvd | Evansville | IN | 47713 | No Relationship | PF | Charitable Operations | $51,000 |
| EVANSVILLE VANDERBURGH PUBLIC LIBRARY | |||||||
| 200 SE MARTIN LUTHER KING JR BLVD | Evansville | IN | 47713 | No Relationship | PF | Charitable Operations | $2,500 |
| EVANSVILLE ZOOLOGICAL SOCIETY | |||||||
| 1545 Mesker Park Drive | Evansville | IN | 47720 | No Relationship | PF | Charitable Operations | $8,500 |
| EVSC FOUNDATION INC | |||||||
| 951 Walnut Street | Evansville | IN | 47713 | No Relationship | PF | Charitable Operations | $15,000 |
| FIAT CLASSICAL ACADEMY | |||||||
| 542 Walnut Street | Lawrenceburg | IN | 47205 | No Relationship | PF | Charitable Operations | $1,000 |
| FOLDS OF HONOR | |||||||
| 16105 SWINGLEY RIDGE RD 726 | Chesterfield | MO | 63006 | No Relationship | PF | Charitable Operations | $308 |
| FOREFRONT COMMUNITY THERAPY INC | |||||||
| 201 SE 4th St Ste E | Evansville | IN | 47713 | No Relationship | PF | Charitable Operations | $1,500 |
| FOUNDATION FOR BETTER HEALTH INC | |||||||
| 420 MULBERRY STREET | Evansville | IN | 47713 | No Relationship | PF | Charitable Operations | $25,000 |
| GOOD SHEPHERD CATHOLIC SCHOOL | |||||||
| 2301 N Stockwell Rd | Evansville | IN | 47715 | No Relationship | PF | Charitable Operations | $3,000 |
| GOOD SHEPHERD CHURCH | |||||||
| 2301 N STOCKWELL RD | Evansville | IN | 47715 | No Relationship | PF | Charitable Operations | $10,000 |
| GRANTED | |||||||
| 4445 Commerce St Suite 108 | Evansville | IN | 47710 | No Relationship | PF | Charitable Operations | $7,650 |
| GREATER PITTSBURGH FOODBANK | |||||||
| 1 N LINDEN ST | Duquesne | PA | 15110 | No Relationship | PF | Charitable Operations | $300 |
| HABITAT FOR HUMANITY OF EVANSVILLE | |||||||
| 1401 N Fares | Evansville | IN | 47711 | No Relationship | PF | Charitable Operations | $88,740 |
| HABITAT FOR HUMANITY SPRINGFIELD | |||||||
| 2410 S Scenic Ave | Springfield | MO | 65807 | No Relationship | PF | Charitable Operations | $25,000 |
| HEALTHNETWORK FOUNDATION | |||||||
| 33 River Street | Chagrin Falls | OH | 44022 | No Relationship | PF | Charitable Operations | $5,000 |
| HEART OF WEST MICHIGAN UNITED WAY | |||||||
| 118 Commerce Ave SW | Grand Rapids | MI | 49503 | No Relationship | PF | Charitable Operations | $5,291 |
| HENDERSON AREA ARTS ALLIANCE | |||||||
| P O Box 234 | Henderson | KY | 42419 | No Relationship | PF | Charitable Operations | $5,000 |
| HENDERSON COUNTY EDC INDUSTRIAL FDN | |||||||
| P O Box 874 | Henderson | KY | 42419 | No Relationship | PF | Charitable Operations | $20,000 |
| HENDERSON LEADERSHIP INITIATIVE INC | |||||||
| P O Box 596 | Henderson | KY | 42419 | No Relationship | PF | Charitable Operations | $2,000 |
| HENDERSON LIONS CLUB | |||||||
| PO Box 842 | Henderson | KY | 42419 | No Relationship | PF | Charitable Operations | $500 |
| HOLY ROSARY CATHOLIC SCHOOL | |||||||
| 1301 S Green River Rd | Evansville | IN | 47715 | No Relationship | PF | Charitable Operations | $7,000 |
| HOOSIERS FOR OPP PROSPERITY AND ENT FDN | |||||||
| 1 S 6TH STREET | Terre Haute | IN | 47807 | No Relationship | PF | Charitable Operations | $10,000 |
| IN SOCIETY OF PRO ENGINEERS ED FDN | |||||||
| 2734 N 700 E | Franklin | IN | 46131 | No Relationship | PF | Charitable Operations | $1,500 |
| INDIANA RIGHT TO LIFE ED TRUST FUND | |||||||
| 9465 COUNSELORS ROW SUITE 200 | Indianapolis | IN | 46240 | No Relationship | PF | Charitable Operations | $1,000 |
| INDIANA UNIVERSITY SCHOOL OF MEDICINE | |||||||
| 601 East Kirkwood Avenue | Bloomington | IN | 47405 | No Relationship | PF | Charitable Operations | $1,000 |
| IU FOUNDATION CANCER RESEARCH | |||||||
| 535 Barnhill Drive | Indianapolis | IN | 46202 | No Relationship | PF | Charitable Operations | $7,500 |
| IU HEALTH FOUNDATION | |||||||
| 1633 N Capitol Ave Suite 1200 | Indianapolis | IN | 46202 | No Relationship | PF | Charitable Operations | $10,282 |
| IVY TECH FOUNDATION | |||||||
| 3501 First Avenue | Evansville | IN | 47710 | No Relationship | PF | Charitable Operations | $500 |
| JUNIOR ACHIEVEMENT HENDERSON | |||||||
| 1195 Wing Ave | Owensboro | KY | 42303 | No Relationship | PF | Charitable Operations | $9,250 |
| JUNIOR ACHIEVEMENT OF NORTHERN INDIANA | |||||||
| 550 E WALLEN ROAD | Fort Wayne | IN | 46825 | No Relationship | PF | Charitable Operations | $1,250 |
| JUNIOR ACHIEVEMENT OF SW IN | |||||||
| 100 NW 2nd Ave Suite 112 | Evansville | IN | 47708 | No Relationship | PF | Charitable Operations | $533,250 |
| KEEP EVANSVILLE BEAUTIFUL | |||||||
| 223 Main Street | Evansville | IN | 47708 | No Relationship | PF | Charitable Operations | $15,100 |
| KILLGOAR FOUNDATION | |||||||
| 1953 PLYMOUTH SE | Grand Rapids | MI | 49506 | No Relationship | PF | Charitable Operations | $2,500 |
| KOCH FAMILY CHILDRENS MUSEUM OF EVILLE | |||||||
| PO Box 122 | Evansville | IN | 47701 | No Relationship | PF | Charitable Operations | $256,500 |
| LAMPION CENTER | |||||||
| 655 S Hebron Avenue | Evansville | IN | 47714 | No Relationship | PF | Charitable Operations | $4,150 |
| LEUKEMIA and LYMPHOMA SOCIETY MIIN | |||||||
| PO BOX 772395 | Detroit | MI | 48277 | No Relationship | PF | Charitable Operations | $1,000 |
| LIGHT OF LIFE RESCUE MISSION | |||||||
| 665 RIDGE AVENUE | Pittsburgh | PA | 15212 | No Relationship | PF | Charitable Operations | $250 |
| MARIAN EDUCATIONAL OUTREACH | |||||||
| 520 S Benninghof Ave | Evansville | IN | 47713 | No Relationship | PF | Charitable Operations | $8,500 |
| MARYVILLE UNIVERSITY | |||||||
| 13550 Conway Rd | Saint Louis | MO | 63141 | No Relationship | PF | Charitable Operations | $500 |
| MATER DEI HIGH SCHOOL | |||||||
| 1300 Harmony Way | Evansville | IN | 47712 | No Relationship | PF | Charitable Operations | $258,750 |
| MISSION FIRST INC | |||||||
| 9599 HEIM RD | Chandler | IN | 47610 | No Relationship | PF | Charitable Operations | $50,000 |
| MONTESSORI ACADEMY | |||||||
| 4611 Adams Way | Evansville | IN | 47714 | No Relationship | PF | Charitable Operations | $1,500 |
| NEW LIFE RESCUE and ADOPTION | |||||||
| 6500 LEONARD RD N | Mount Vernon | IN | 47620 | No Relationship | PF | Charitable Operations | $120 |
| NEWBURGH AREA FOOD PANTRY INC | |||||||
| 625 FRAME ROAD | Newburgh | IN | 47630 | No Relationship | PF | Charitable Operations | $1,000 |
| NEXTECH | |||||||
| 615 N Alabama St STE 300 | Indianapolis | IN | 46204 | No Relationship | PF | Charitable Operations | $7,500 |
| NO TIME TO SPARE ANIMAL RESCUE and SANCTUAR | |||||||
| 27933 PENDLETON LOST CREEK ROAD | Warrenton | MO | 63383 | No Relationship | PF | Charitable Operations | $2,000 |
| NORTON HEALTHCARE FOUNDATION | |||||||
| 224 E Broadway 5th Fl | Louisville | KY | 40202 | No Relationship | PF | Charitable Operations | $4,000 |
| OLD COURTHOUSE FOUNDATION OF VANDERBURGH | |||||||
| 1 NW ML King Jr Blvd Rm 305 | Evansville | IN | 47708 | No Relationship | PF | Charitable Operations | $1,500 |
| PAIDEIA INC | |||||||
| 4 West 43rd St Rm 611 | New York City | NY | 10036 | No Relationship | PF | Charitable Operations | $2,500 |
| PARTNER ALLIANCE FOR SAFER SCHOOLS | |||||||
| 3950 River Ridge Dr NE | Cedar Rapids | IA | 52402 | No Relationship | PF | Charitable Operations | $5,000 |
| PATCHWORK CENTRAL | |||||||
| 100 Washington St | Evansville | IN | 47713 | No Relationship | PF | Charitable Operations | $1,000 |
| PIQUA EDUCATION FOUNDATION | |||||||
| PO BOX 201 | Piqua | OH | 45356 | No Relationship | PF | Charitable Operations | $1,500 |
| POTTERS WHEEL | |||||||
| 333 Jefferson Avenue | Evansville | IN | 47713 | No Relationship | PF | Charitable Operations | $32,000 |
| PREGNANCY CARE CENTER | |||||||
| 1342 E PRIMROSE STREET | Springfield | MO | 65804 | No Relationship | PF | Charitable Operations | $10,869 |
| PURDUE FOR LIFE FOUNDATION | |||||||
| 403 WEST WOOD STREET | West Lafayette | IN | 47907 | No Relationship | PF | Charitable Operations | $2,100 |
| REITZ HOME PRESERVATION SOCIETY | |||||||
| P O Box 1322 | Evansville | IN | 47706 | No Relationship | PF | Charitable Operations | $1,500 |
| REITZ MEMORIAL HIGH SCHOOL | |||||||
| 1500 Lincoln Avenue | Evansville | IN | 47714 | No Relationship | PF | Charitable Operations | $179,500 |
| RIGHT TO LIFE OF SOUTHWEST INDIANA | |||||||
| 20 NW Fourth St Suite 308 | Evansville | IN | 47708 | No Relationship | PF | Charitable Operations | $2,800 |
| RILEY HOSPITAL FOUNDATION | |||||||
| 30 S Meridian St Suite 200 | Indianapolis | IN | 46204 | No Relationship | PF | Charitable Operations | $4,500 |
| RIVERVIEW REGIONAL MEDICAL CENTER | |||||||
| 600 S THIRD STREET | Gadsden | AL | 35901 | No Relationship | PF | Charitable Operations | $750 |
| RONALD MCDONALD HOUSE CHARITIES | |||||||
| 3540 Washington Ave | Evansville | IN | 47714 | No Relationship | PF | Charitable Operations | $50,000 |
| ROTARY CLUB OF EVANSVILLE INC | |||||||
| PO Box 1131 | Evansville | IN | 47706 | No Relationship | PF | Charitable Operations | $1,000 |
| SANTA CLOTHES CLUB INC | |||||||
| PO BOX 5783 | Evansville | IN | 47716 | No Relationship | PF | Charitable Operations | $1,000 |
| SCHOLARSHIP AMERICA | |||||||
| PO Box 772514 | Detroit | MI | 48277 | No Relationship | PF | Charitable Operations | $53,140 |
| SHAMROCK SPRINGS ELEMENTARY SCHOOL PTO | |||||||
| 747 W 161st St | Westfield | IN | 46074 | No Relationship | PF | Charitable Operations | $50 |
| SIGNATURE SCHOOL FOUNDATION | |||||||
| 610 Main Street | Evansville | IN | 47708 | No Relationship | PF | Charitable Operations | $20,000 |
| SIMA 100 | |||||||
| 4905 NORTHLAKE DRIVE | Evansville | IN | 47715 | No Relationship | PF | Charitable Operations | $10,000 |
| SISTERS OF ST BENEDICT | |||||||
| 802 East 10th Street | Ferdinand | IN | 47532 | No Relationship | PF | Charitable Operations | $50,000 |
| SOUTHWESTERN FOUNDATION INC | |||||||
| 415 Mulberry Street | Evansville | IN | 47713 | No Relationship | PF | Charitable Operations | $500 |
| ST BENEDICT CHURCH | |||||||
| 1328 Lincoln Ave | Evansville | IN | 47714 | No Relationship | PF | Charitable Operations | $401,500 |
| ST BENEDICT SCHOOL | |||||||
| 530 South Harlan Avenue | Evansville | IN | 47714 | No Relationship | PF | Charitable Operations | $8,500 |
| ST BONIFACE CATHOLIC CHURCH | |||||||
| 418 N Wabash Ave | Evansville | IN | 47712 | No Relationship | PF | Charitable Operations | $4,000 |
| ST HENRY DISTRICT HIGH SCHOOL | |||||||
| 3755 Scheben Dr | Erlanger | KY | 41018 | No Relationship | PF | Charitable Operations | $1,500 |
| ST JOHN THE BAPTIST SCHOOL | |||||||
| 625 Frame Rd | Newburgh | IN | 47630 | No Relationship | PF | Charitable Operations | $10,000 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | Memphis | TN | 38105 | No Relationship | PF | Charitable Operations | $120 |
| ST LOUIS COMMUNITY COLLEGE FOUNDATION | |||||||
| 3221 MCKELVEY RD | Bridgeton | MO | 63044 | No Relationship | PF | Charitable Operations | $10,400 |
| ST MEINRAD ARCHABBEY and SCHOOL OF THEOLOGY | |||||||
| 200 Hill Drive | Saint Meinrad | IN | 47577 | No Relationship | PF | Charitable Operations | $1,800 |
| ST PHILIP CATHOLIC SCHOOL | |||||||
| 3420 S St Phillip Rd | Mount Vernon | IN | 47620 | No Relationship | PF | Charitable Operations | $1,000 |
| ST PHILIP CATHOLIC SCHOOL PTO | |||||||
| 3421 S St Phillip Rd | Mount Vernon | IN | 47621 | No Relationship | PF | Charitable Operations | $200 |
| ST VINCENT CENTER FOR CHILDREN and FAMILIES | |||||||
| 730 W Delaware St | Evansville | IN | 47710 | No Relationship | PF | Charitable Operations | $3,500 |
| ST VINCENT DE PAUL SOCIETY | |||||||
| 1391 GREENFIELD AVE | Noblesville | IN | 46060 | No Relationship | PF | Charitable Operations | $1,000 |
| STS PETER and PAUL SCHOOL | |||||||
| 211 N Vine St | Haubstadt | IN | 47639 | No Relationship | PF | Charitable Operations | $2,940 |
| SWIRCA and MORE | |||||||
| 16 WEST VIRGINIA ST | Evansville | IN | 47710 | No Relationship | PF | Charitable Operations | $50,000 |
| THE ELLIS SCHOOL | |||||||
| 6425 FIFTH AVE | Pittsburgh | PA | 15206 | No Relationship | PF | Charitable Operations | $250 |
| THE PIARIST SCHOOL | |||||||
| 7279 S KY Rt 321 | Hagerhill | KY | 41222 | No Relationship | PF | Charitable Operations | $500 |
| THE UNITED CARING SERVICES | |||||||
| 324 NW Sixth Street | Evansville | IN | 47708 | No Relationship | PF | Charitable Operations | $21 |
| THE WAY OF ROCKPORT | |||||||
| 317 Main Street PO Box 506 | Rockport | IN | 47635 | No Relationship | PF | Charitable Operations | $5,000 |
| TRISTATE FOOD BANK INC | |||||||
| 2505 Lynch Rd | Evansville | IN | 47711 | No Relationship | PF | Charitable Operations | $1,000 |
| UNITED WAY OF BLUEGRASS | |||||||
| 100 Midland Ave 300 | Lexington | KY | 40508 | No Relationship | PF | Charitable Operations | $286 |
| UNITED WAY OF CENTRAL INDIANA | |||||||
| PO Box 88409 | Indianapolis | IN | 46208 | No Relationship | PF | Charitable Operations | $1,001 |
| UNITED WAY OF GREATER ST LOUIS | |||||||
| P O Box 14507 | Saint Louis | MO | 63178 | No Relationship | PF | Charitable Operations | $2,574 |
| UNITED WAY OF HENDERSON COUNTY | |||||||
| P O Box 1097 | Henderson | KY | 42419 | No Relationship | PF | Charitable Operations | $105,867 |
| UNITED WAY OF LOUISVILLE KY | |||||||
| P O Box 4488 | Louisville | KY | 40204 | No Relationship | PF | Charitable Operations | $1,100 |
| UNITED WAY OF METRO ATLANTA | |||||||
| 275 Pryor Street Southwest | Atlanta | GA | 30303 | No Relationship | PF | Charitable Operations | $3,927 |
| UNITED WAY OF METROPOLITAN NASHVILLE | |||||||
| 250 Venture Circle | Nashville | TN | 37228 | No Relationship | PF | Charitable Operations | $1,883 |
| UNITED WAY OF MORGAN COUNTY | |||||||
| P O Box 1058 | Decatur | AL | 35602 | No Relationship | PF | Charitable Operations | $2,491 |
| UNITED WAY OF NAVARRO COUNTY | |||||||
| PO BOX 567 | Corsicna | TX | 75151 | No Relationship | PF | Charitable Operations | $12,689 |
| UNITED WAY OF POSEY COUNTY | |||||||
| 2115 S Kimball St | Mount Vernon | IN | 47620 | No Relationship | PF | Charitable Operations | $1,100 |
| UNITED WAY OF SOUTHWESTERN INDIANA | |||||||
| 210 Locust Street | Evansville | IN | 47708 | No Relationship | PF | Charitable Operations | $262,394 |
| UNITED WAY OF THE OZARKS | |||||||
| 320 N JEFFERSON AVE | Springfield | MO | 65806 | No Relationship | PF | Charitable Operations | $23,791 |
| UNIVERSITY OF CINCINNATI FOUNDATION | |||||||
| PO BOX 19970 | Cincinnati | OH | 45219 | No Relationship | PF | Charitable Operations | $100 |
| UNIVERSITY OF EVANSVILLE | |||||||
| 1800 Lincoln Avenue | Evansville | IN | 47722 | No Relationship | PF | Charitable Operations | $1,500 |
| UNIVERSITY OF NOTRE DAME | |||||||
| 1100 Grace Hall | Notre Dame | IN | 46556 | No Relationship | PF | Charitable Operations | $1,000 |
| USI FOUNDATION | |||||||
| 8600 University Blvd | Evansville | IN | 47712 | No Relationship | PF | Charitable Operations | $52,900 |
| VANDERBILT UNIVERSITY | |||||||
| 2301 Vanderbilt Place | Nashville | TN | 37240 | No Relationship | PF | Charitable Operations | $100 |
| VANDERBURGH COMMUNITY FOUNDATION | |||||||
| 20 NW 3rd St Ste 820 | Evansville | IN | 47708 | No Relationship | PF | Charitable Operations | $63,000 |
| VANDERBURGH HUMANE SOCIETY | |||||||
| 400 Millner Industrial Dr | Evansville | IN | 47720 | No Relationship | PF | Charitable Operations | $300 |
| WARRICK LITERACY AND EDUCATIONAL CONNECT | |||||||
| 6160 PEMBROOKE DR | Newburgh | IN | 47630 | No Relationship | PF | Charitable Operations | $2,500 |
| WELBORN BAPTIST HOSPITAL | |||||||
| 20 NW 3RD STREET | Evansville | IN | 47708 | No Relationship | PF | Charitable Operations | $15,000 |
| WELL READ MOM | |||||||
| PO Box 502 | Ironton | MN | 56455 | No Relationship | PF | Charitable Operations | $1,000 |
| WESSELMAN WOODS NATURE PRESERVE | |||||||
| 551 North Boeke Rd | Evansville | IN | 47711 | No Relationship | PF | Charitable Operations | $5,000 |
| WESTERN GOLF ASSOCIATION | |||||||
| 2501 PATRIOT BLVD | Glenview | IL | 60026 | No Relationship | PF | Charitable Operations | $500 |
| WHITFIELD HEALTHCARE FOUNDATION | |||||||
| PO Box 1168 | Dalton | GA | 30722 | No Relationship | PF | Charitable Operations | $1,100 |
| WNIN TRISTATE PUBLIC TELEPLEX INC | |||||||
| TWO MAIN STREET | Evansville | IN | 47708 | No Relationship | PF | Charitable Operations | $2,500 |
| YMCA OF SW IN | |||||||
| 222 NW 6th St | Evansville | IN | 47708 | No Relationship | PF | Charitable Operations | $11,000 |
| YOUNG LIFE OF EVANSVILLE | |||||||
| PO Box 4375 | Evansville | IN | 47724 | No Relationship | PF | Charitable Operations | $1,500 |
| YOUTH FIRST FOUNDATION INC | |||||||
| 401 SE Sixth St | Evansville | IN | 47715 | No Relationship | PF | Charitable Operations | $26,000 |
| YOUTH RESOURCES OF SW INDIANA | |||||||
| 4451 N FIRST AVE | Evansville | IN | 47710 | No Relationship | PF | Charitable Operations | $2,600 |
| YWCA | |||||||
| 118 Vine Street | Evansville | IN | 47708 | No Relationship | PF | Charitable Operations | $5,000 |
| EVANSVILLE PARKS FOUNDATION INC | |||||||
| P O BOX 3112 | Evansville | IN | 47730 | No Relationship | PF | Charitable Operations | $4,000 |
| THE SOCIETY OF ST VINCENT DE PAUL | |||||||
| 734 W DELAWARE STREET | Evansville | IN | 47710 | No Relationship | PF | Charitable Operations | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,967,835 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl (7 entries)
| Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
Membership Dues And Assmnt MembershipDuesAndAssmntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,692 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $964,971 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,281,037 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (5 entries)
| Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,260,700 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,260,700 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Bonds | BondNm |
| EOY Book Value | $1,910,603 | EOYBookValueAmt |
| EOYFMV | $1,957,339 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Stocks | StockNm |
| EOY Book Value | $39,406,525 | EOYBookValueAmt |
| EOYFMV | $77,581,888 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | revise bylaws & articles of incorporation | CategoryTxt |
| Legal Fees | $7,688 | LegalFeesAmt |
| Net Investment Income | $7,688 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Adjust book value to actual based on investment statements | Desc |
| Amt | $15,306 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Bank service charges | Desc |
| Revenue And Expenses Per Books | $9,932 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $9,932 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | unrealized gain | Desc |
| Amt | $379 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | William Blair fees | CategoryTxt |
| Amt | $53,290 | Amt |
| Net Investment Income | $53,290 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2025 federal excise tax estimates | CategoryTxt |
| Amt | $42,690 | Amt |
| Net Investment Income | $42,690 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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