RECTOR FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- RECTOR FAMILY FOUNDATION (EIN 83-3743765)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-09-15
- IRS object ID
- 202622589349100952
- Schema version
- 2025v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-09-15T12:10:50-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 833743765 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rector Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | RECT | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Anne Sambyal | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2026-06-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,869,050 | 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 | $1,792,646 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $50,265 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $50,265 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $198,620 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $198,620 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $166,997 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,846,208 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,083,431 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,208,528 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,332,316 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $58,406 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $58,406 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $4,516 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $4,516 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $4,945 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,945 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $19,000 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $4,613 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,613 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $22,725 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $22,725 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $114,205 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,945 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $90,260 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $357,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $357,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $472,005 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,945 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $448,060 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,736,523 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,327,371 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,646,788 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,794,886 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,794,886 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,259,701 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,094,065 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,123,724 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,417,830 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,803,039 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,436,181 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,121,662 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,490,514 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,514,259 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $7,445,981 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,182,504 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,869,050 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $7,445,981 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,182,504 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,445,981 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,182,504 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,445,981 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,182,504 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,445,981 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,736,523 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,182,504 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,182,504 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $2,846,208 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,762,777 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,083,431 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,083,431 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,083,431 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,450 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $18,450 | SubtotalAmt |
| Tax Based On Investment Income | $18,450 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,846 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $8,100 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $18,946 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $28 | EsPenaltyAmt |
| Overpayment | $468 | OverpaymentAmt |
| Applied To ES Tax | $468 | 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 |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|
| Aaron Rector | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| April Rector | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec | 1.0 | $0 | $0 | $0 |
| Christian Rector | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Curtis Rector | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 1.0 | $0 | $0 | $0 |
| Julia Rector | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Anne Sambyal | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Treas | 20.0 | $58,406 | $0 | $0 |
| Troy Sambyal | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,662,229 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,299,330 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,961,559 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,961,559 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $119,423 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,842,136 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $392,107 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $392,107 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,450 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,450 | TotalTaxAmt |
| Distributable Before Adj | $373,657 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $373,657 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $373,657 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $448,060 | 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 | $448,060 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $373,657 | DistributableAsAdjustedAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Excess Distribution Cyov Yr4 | $30,798 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $39,003 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $65,533 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $143,834 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $279,168 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $448,060 | QualifyingDistributionsAmt |
| Applied To Current Year | $373,657 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $74,403 | RemainingDistriFromCorpusAmt |
| Total Corpus | $353,571 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $353,571 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $30,798 | ExcessFromYear4Amt |
| Excess From Year3 | $39,003 | ExcessFromYear3Amt |
| Excess From Year2 | $65,533 | ExcessFromYear2Amt |
| Excess From Year1 | $143,834 | ExcessFromYear1Amt |
| Excess From Current Year | $74,403 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | April Rector | ContributingManagerNm |
| Contributing Manager | Curtis Rector | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHRIS CENTER INC | |||||||
| PO BOX 500 | CARMEL | IN | 46082 | N/A | PC | General & Unrestricted | $50,000 |
| D R E A M ALIVE INC | |||||||
| 6151 CENTRAL AVE | INDIANAPOLIS | IN | 46220 | N/A | PC | General & Unrestricted | $50,000 |
| FIGHT FOR LIFE FOUNDATION INC | |||||||
| 1300 E 86TH ST | INDIANAPOLIS | IN | 46240 | N/A | PC | General & Unrestricted | $105,000 |
| HOLY CROSS LUTHERAN CHURCH | |||||||
| 8115 OAKLANDON RD | INDIANAPOLIS | IN | 46236 | N/A | PC | Holy Cross Lutheran School Smart Board Funds | $1,000 |
| LAS MISIONE DISTRICT OF THE RIO TEXAS CONFERENCE U | |||||||
| 16400 HUEBNER RD | SAN ANTONIO | TX | 78248 | N/A | PC | Guadalupe River Flood Relief | $75,000 |
| PROJECT ROUJ CORPORATION | |||||||
| 5835 MUSCADINE WAY | ZIONSVILLE | IN | 46077 | N/A | PC | General & Unrestricted | $75,000 |
| ST LUKES UNITED METHODIST CHURCH | |||||||
| 100 W 86TH ST | INDIANAPOLIS | IN | 46260 | N/A | PC | Missions Fund | $1,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $357,800 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $50,265 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $198,620 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $166,997 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $415,882 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $415,882 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Rector Curtis | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11911 Promontory Ct | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,792,646 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | SPDR S&P 500 ETF TRUST SPY, 2650 sh. | NoncashPropertyDesc |
| Fair Market Value | $1,792,646 | FairMarketValueAmt |
| Received | 2025-12-18 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (38 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADVENTIST HEALTH SYS WEST BOND | $20,821 | $20,727 |
| ADVOCATE HEALTH &HOSPS CORP SE | $34,043 | $34,944 |
| ALABAMA ECONOMIC B SETTLEMENT | $34,230 | $34,973 |
| ALPHABET INC - 4.700% - 11/15/ | $20,108 | $20,044 |
| CENTERPOINT ENERGY - 6.950% - | $35,582 | $35,251 |
| CHILDRENS HEALTH SYS TEX SER 2 | $72,993 | $74,043 |
| CHRISTUS HEALTH SER 2018C BOND | $29,502 | $30,119 |
| COMMONSPIRIT HEALTH SER 2024A | $64,328 | $67,266 |
| COMMONSPIRIT HEALTH SER 2024A | $20,464 | $20,372 |
| DECATUR CNTY IND SCH BLDG CORP | $31,008 | $30,638 |
| FEDERAL FARM CR BKS BOND - 3.8 | $45,003 | $44,989 |
| FEDERAL FARM CR BKS BOND - 4.0 | $19,997 | $20,022 |
| FLORENCE SC SPL OBLIG SPL - 4. | $24,886 | $24,302 |
| IDEANOMICS INC - 4.950% - 09/0 | $44,967 | $45,898 |
| IMPERIAL CNTY CALIF PENSION FD | $62,262 | $62,478 |
| INDIANA ST HSG & CMNTY DEV AUT | $55,004 | $55,290 |
| LIFESPAN MA FALL RIV INC LIF - | $40,354 | $40,591 |
| MC KEESPORT PA AREA SCH DIST - | $49,395 | $51,698 |
| MERCK & CO INC NOTE CALL MAKE | $20,010 | $19,937 |
| MERCY HEALTH SER - 4.302% - 07 | $49,009 | $50,236 |
| NEW HOPE CULTURAL ED FACS FIN | $41,539 | $43,401 |
| NEW YORK N Y CITY B TRANSITION | $19,193 | $19,868 |
| NEW YORK N Y CITY TRANSITIONAL | $32,889 | $34,421 |
| NEW YORK NY CITY TRANSITIONAL | $28,191 | $29,505 |
| NEXTERA ENERGY CAP - 5.250% - | $65,209 | $66,763 |
| NORTH CAROLINA HSG FIN AGY - 0 | $50,005 | $52,228 |
| NY PRESBYTERIAN HOSP - 3.563% | $60,946 | $62,236 |
| PEORIA & FULTON CNTYS ILL CMNT | $40,010 | $40,447 |
| RED RIVER ED FIN CORP - 2.802% | $17,565 | $18,195 |
| SALES TAX SECURITIZATION CORP | $61,369 | $60,000 |
| SSM HEALTH CARE CORP SER 2023 | $45,406 | $45,733 |
| SUMTER LANDING CMNTY DEV - 4.3 | $29,756 | $30,000 |
| SUTTER HEALTH BOND CALL MAKE - | $44,960 | $46,279 |
| SUTTER HEALTH SER 2025A BOND - | $41,351 | $41,423 |
| TEXAS ST TAXABLE GO PUB FIN AU | $20,655 | $20,736 |
| UNIVERSITY CINCINNATI OHIO GEN | $20,015 | $20,623 |
| UNIVERSITY HOUSTON TEX UNIV RE | $55,918 | $57,610 |
| VALERO ENERGY - 8.750% - 06/15 | $41,571 | $40,973 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CAUSEWAY INTERNATIONAL VALUE F | $237,751 | $315,133 |
| FIDELITY INTERNATL INDEX INSTL | $496,308 | $598,827 |
| FIDELITY MID CAP INDEX FUND | $411,975 | $410,476 |
| INVESCO S&P 500 EQUAL WEIGHT E | $309,775 | $463,575 |
| ISHARE SP SMALL CAP 600 INDEX | $185,780 | $209,834 |
| ISHARES CORE MSCI EMERGING MAR | $214,483 | $289,046 |
| ISHARES TR S & P MIDCAP 400 IN | $182,688 | $202,950 |
| PRUDENTIAL JENNISON INTL OPPOR | $248,562 | $267,449 |
| SPDR S&P 500 ETF TRUST | $1,251,162 | $1,414,985 |
| VANGUARD SHORT TERM CORPORATE | $264,555 | $263,906 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $1,094,065 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $1,123,724 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $22,678 | $22,678 |
| State or Local Filing Fees | $47 | $47 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $4,945 | Amt |
| Net Investment Income | $4,945 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2025 | $10,600 |
| 990-PF Extension for 2024 | $8,400 |
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