PAUL OGLE FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- PAUL OGLE FOUNDATION INC (EIN 31-0988988)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-08
- IRS object ID
- 202403139349100010
- Schema version
- 2023v5.1
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-08T05:57:11-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 611064249 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEMING MALONE LIVESAY & OSTROFF PSC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9300 SHELBYVILLE RD STE 1100 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 402225187 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310988988 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAUL OGLE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PAUL | BusinessNameControlTxt |
| Phone | 8122808372 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 845 | AddressLine1Txt |
| City | JEFFERSONVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 471310845 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENT LANUM | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 8122808372 | PhoneNum |
| Signature | 2024-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTINE N KOENIG | PreparerPersonNm |
| PTIN | P01022180 | PTIN |
| Phone | 5024269660 | PhoneNum |
| Preparation | 2024-11-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $57,608,648 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,077,210 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,341,163 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $4,172 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $4,172 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $4,172 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$195,421 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,882,833 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,165 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $69,601 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $885,961 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,424,101 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $243,750 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $60,937 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $182,813 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $78,500 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $78,500 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $105,395 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $26,349 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $79,046 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $9,204 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,142 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,062 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $29,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $13,050 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $15,950 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $91,518 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $45,157 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $46,361 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $24,624 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $16,978 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $14,126 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $26,444 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $17,730 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $45,291 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $11,322 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $33,969 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $24,007 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $6,002 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $18,005 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $119,117 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $216,548 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $96,629 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $796,850 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $418,215 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $570,461 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,171,597 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,171,597 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,968,447 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $418,215 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,742,058 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,082,486 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,005,886 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $241,029 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $557,422 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $557,422 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $55,241,667 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $56,149,591 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $56,149,591 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,033,902 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $145,705 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $50,257 | LandBOYAmt |
| Land EOY | $888,197 | LandEOYAmt |
| Land EOYFMV | $888,197 | LandEOYFMVAmt |
| Other Assets BOY | $13,438 | OtherAssetsBOYAmt |
| Other Assets EOY | $13,438 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $13,438 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $55,546,391 | TotalAssetsBOYAmt |
| Total Assets EOY | $57,608,648 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $57,608,648 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,511 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,226 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $2,511 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,226 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $55,543,880 | RetainedEarningBOYAmt |
| Retained Earning EOY | $57,606,422 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $55,543,880 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $57,606,422 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $55,546,391 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $57,608,648 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $55,543,880 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,082,486 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,145,028 | OtherIncreasesAmt |
| Subtotal | $57,606,422 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $57,606,422 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| FIDELITY 038 - PUBLICLY TRADED SECURITIES | P | $7,497 | $7,339 | $158 | $158 |
| FIDELITY 038 - PUBLICLY TRADED SECURITIES | P | $3,119,382 | $3,262,081 | -$142,699 | -$142,699 |
| FIDELITY 373 - PUBLICLY TRADED SECURITIES | P | $722,735 | $808,834 | -$86,099 | -$86,099 |
| WCP REAL ESTATE FUND IV - FROM K-1 | P | -$71 | -$71 | ||
| WCP REAL ESTATE FUND IV - FROM K-1 | P | -$2,165 | -$2,165 | ||
| WCP REAL ESTATE FUND IV - FROM K-1 | P | -$50,680 | -$50,680 | ||
| FALCON STRATEGIC PARTNERS IV - FROM K-1 | P | $39,280 | $39,280 | ||
| VIA ENERGY III - FROM K-1 | P | -$274 | -$274 | ||
| VIA ENERGY III - FROM K-1 | P | $15,955 | $15,955 | ||
| VIA ENERGY III - FROM K-1 | P | $1,840 | $1,840 | ||
| FEG PRIVATE OPPORTUNITIES FUND II - FROM K-1 | P | $65 | $65 | ||
| FEG PRIVATE OPPORTUNITIES FUND II - FROM K-1 | P | $111,598 | $111,598 | ||
| FEG PRIVATE OPPORTUNITIES FUND II - FROM K-1 | P | $2 | $2 | ||
| FEG PRIVATE OPPORTUNITIES FUND III - FROM K-1 | P | $5,838 | $5,838 | ||
| FEG PRIVATE OPPORTUNITIES FUND III - FROM K-1 | P | $63,233 | $63,233 | ||
| FEG PRIVATE OPPORTUNITIES FUND III - FROM K-1 | P | $19,965 | $19,965 | ||
| CAPITAL GAINS DIVIDENDS | P | $33,219 | $33,219 | $33,219 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,165 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,982 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,982 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,982 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $69,008 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $69,008 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $55,026 | OverpaymentAmt |
| Applied To ES Tax | $55,026 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | AZ | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NM | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Org Report Or Register State | KS | OrgReportOrRegisterStateCd |
| Org Report Or Register State | OR | OrgReportOrRegisterStateCd |
| Org Report Or Register State | SC | OrgReportOrRegisterStateCd |
| Org Report Or Register State | LA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | AL | OrgReportOrRegisterStateCd |
| Org Report Or Register State | UT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MO | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | OGLE-FDN.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENT LANUM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8122808372 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 129 E COURT AVE | AddressLine1Txt |
| City | JEFFERSONVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47130 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 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 W LANUM | ||||||||
| PO BOX 845 | JEFFERSONVILLE | IN | 471310845 | DIRECTOR (PREVIOUS) | 2.00 | $5,500 | $0 | $0 |
| NORMAN E PFAU JR | ||||||||
| PO BOX 845 | JEFFERSONVILLE | IN | 471310845 | DIRECTOR (PREVIOUS) | 2.00 | $5,500 | $0 | $0 |
| KEVIN CECIL | ||||||||
| PO BOX 845 | JEFFERSONVILLE | IN | 471310845 | DIRECTOR & CHAIR | 2.00 | $5,500 | $0 | $0 |
| CECILE A BLAU | ||||||||
| PO BOX 845 | JEFFERSONVILLE | IN | 471310845 | DIRECTOR | 2.00 | $5,500 | $0 | $0 |
| KENT W LANUM | ||||||||
| PO BOX 845 | JEFFERSONVILLE | IN | 471310845 | DIRECTOR & PRESIDENT/CEO | 40.00 | $199,750 | $27,195 | $0 |
| CHIP PFAU | ||||||||
| PO BOX 845 | JEFFERSONVILLE | IN | 471310845 | DIRECTOR | 2.00 | $5,500 | $0 | $0 |
| STEVEN STEMLER | ||||||||
| PO BOX 845 | JEFFERSONVILLE | IN | 471310845 | DIRECTOR & VICE CHAIR | 2.00 | $5,500 | $0 | $0 |
| SCOTT NEFF | ||||||||
| PO BOX 845 | JEFFERSONVILLE | IN | 471310845 | DIRECTOR | 2.00 | $5,500 | $0 | $0 |
| WILLIAM WHITE | ||||||||
| PO BOX 845 | JEFFERSONVILLE | IN | 471310845 | DIRECTOR & SEC/TREAS | 2.00 | $5,500 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONNA ESWINE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 845 | AddressLine1Txt |
| City | JEFFERSONVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 471310845 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | OFFICE MANAGER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $78,500 | CompensationAmt |
| Employee Benefits | $10,990 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIDELITY BROKERAGE SERVICES LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 28019 | AddressLine1Txt |
| City | ALBUQUERQUE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87125 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $79,463 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $55,957,631 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $444,962 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $174,312 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $56,576,905 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $56,576,905 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $848,654 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $55,728,251 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,786,413 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,786,413 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,982 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,982 | TotalTaxAmt |
| Distributable Before Adj | $2,772,431 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,772,431 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,772,431 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,742,058 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $697,126 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $3,439,184 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,772,431 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,125,774 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,439,184 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,125,774 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,313,410 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,459,021 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PAUL OGLE FOUNDATION ATTN KENT LANU | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 845 | AddressLine1Txt |
| City | JEFFERSONVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 471310845 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8122808372 | RecipientPhoneNum |
| Form And Info And Materials | GRANT SUBMISSION PROCESS AND APPROPRIATE FORMS CAN BE FOUND AT OGLE-FDN.ORG. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | GRANT CYCLE IS OPEN ALL YEAR; BOARD REVIEW DEADLINES CAN BE FOUND AT OGLE-FDN.ORG. | SubmissionDeadlinesTxt |
| Restrictions On Awards | OGLE FOUNDATION HAS SPECIFIC GUIDELINES FOR ACCEPTABLE GRANT REQUESTS TO THE FOUNDATION. SEE THE FOUNDATION WEBSITE AT OGLE-FDN.ORG FOR MORE DETAILED INFORMATION BEFORE CONTACTING OFFICE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHOICES FOR WOMEN RESOURCE CENTER OF JEFFERSON COUNTY INC | |||||||
| 220 CLIFTY DR STE H | MADISON | IN | 47250 | N/A | PUBLIC CHARITY | GENERAL PURPOSE FUNDS | $44,000 |
| CLARKVILLE HISTORIC PRESERVATION COMMISSION | |||||||
| 200 BROADWAY STREET | CLARKSVILLE | IN | 47129 | N/A | TOWN COUNCIL COMMISS | GENERAL PURPOSE FUNDS | $8,750 |
| DREAM FACTORY INC | |||||||
| 410 W CHESTNUT STREET SUITE 530 | LOUISVILLE | KY | 40202 | N/A | PUBLIC CHARITY | GENERAL PURPSE | $30,000 |
| INDIANA PHILANTHROPY ALLIANCE | |||||||
| 32 E WASHINGTON STREET SUITE 1100 | INDIANAPOLIS | IN | 46204 | N/A | PUBLIC CHARITY | GENERAL PURPOSE FUNDS | $2,500 |
| INDIANA UNIVERSITY FOUNDATION | |||||||
| PO BOX 500 | BLOOMINGTON | IN | 47402 | N/A | PUBLIC CHARITY | OGLE CENTER OPERATIONS SUPPORT FUND | $5,000 |
| ONE SOUTHERN INDIANA | |||||||
| 4100 CHARLESTOWN ROAD | NEW ALBANY | IN | 47150 | N/A | PUBLIC CHARITY | ECONOMIC DEVELOPMENT SUPPORT | $10,000 |
| RIVER HERITAGE CONSERVANCY | |||||||
| PO BOX 486 | JEFFERSONVILLE | IN | 47131 | SHARED OFFICER OF BOARD | PUBLIC CHARITY | GENERAL PURPOSE FUNDS | $1,057,347 |
| SERENITY INC | |||||||
| 200 HOMESTEAD AVE | CLARKSVILLE | IN | 47129 | N/A | PUBLIC CHARITY | GENERAL PURPOSE FUNDS | $400,000 |
| SWITZERLAND COUNTY HISTORICAL SOCIETY | |||||||
| 208 E MARKET ST | VEVAY | IN | 47043 | N/A | PUBLIC CHARITY | GENERAL PURPOSE FUNDS | $4,000 |
| THE PHILANTHROPY ROUNDTABLE | |||||||
| 1120 20TH ST NW NO 5505 | WASHINGTON | DC | 20036 | N/A | PUBLIC CHARITY | GENERAL PURPOSE FUNDS | $10,000 |
| UNITED WAY OF SCOTT COUNTY | |||||||
| 60 N MAIN ST | SCOTTSBURG | IN | 47170 | N/A | PUBLIC CHARITY | GENERAL PURPOSE FUNDS | $10,000 |
| VANGUARD CHARITABLE ENDOWMENT PROGRAM | |||||||
| PO BOX 3075 | SOUTHEASTERN | PA | 193989917 | N/A | PUBLIC CHARITY | GENERAL PURPOSE FUNDS | $590,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,171,597 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,077,210 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $4,172 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$195,421 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $885,961 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $885,961 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT AND TAX PREPARATION | CategoryTxt |
| Amt | $29,000 | Amt |
| Net Investment Income | $13,050 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15,950 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIDELITY INVESTMENTS ACCOUNT - DETAIL MAINTAINED | FMV | $35,727,943 | $35,727,943 |
| FALCON STRATEGIC PARTNERS IV, LP | FMV | $820,657 | $820,657 |
| VIA ENERGY FUND III, LP | FMV | $1,467,455 | $1,467,455 |
| WCP REAL ESTATE FUND IV, LP | FMV | $212,085 | $212,085 |
| FEG PRIVATE OPPORTUNITIES FUND II, LP | FMV | $4,043,016 | $4,043,016 |
| FIDELITY INVESTMENTS ACCOUNT - DETAIL MAINTAINED | FMV | $3,489,319 | $3,489,319 |
| FEG POF III FUND | FMV | $5,593,048 | $5,593,048 |
| FIDELITY INVESTMENTS ACCOUNT - DETAIL MAINTAINED | FMV | $4,796,068 | $4,796,068 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| FURNITURE AND EQUIPMENT | $168,041 | $10,725 | $157,316 | $157,316 |
| LEASEHOLD IMPROVEMENTS | $7,861 | $2,839 | $5,022 | $5,022 |
| BUILDINGS | $858,000 | $132,141 | $725,859 | $725,859 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $9,204 | LegalFeesAmt |
| Net Investment Income | $4,142 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,062 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COINS & JEWELRY | Desc |
| BOY Book Value | $13,438 | BOYBookValueAmt |
| EOY Book Value | $13,438 | EOYBookValueAmt |
| EOYFMV | $13,438 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $39,539 | $9,886 | $29,653 |
| INSURANCE | $11,976 | $2,994 | $8,982 |
| DUES AND SUBSCRIPTIONS | $9,053 | $2,263 | $6,790 |
| COMPUTERS AND WEBSITE | $18,647 | $4,662 | $13,985 |
| SPONSORSHIPS | $22,500 | $0 | $22,500 |
| ADVERTISING | $6,740 | $0 | $6,740 |
| FALCON STRATEGIC PARTNERS - DEDUCTIONS FROM K-1 | $0 | $6,248 | $0 |
| FEG PRIVATE OPPORTUNITIES FUND II - DEDUCTIONS FROM K-1 | $0 | $70,690 | $0 |
| VIA ENERGY III - DEDUCTIONS FROM K-1 | $0 | $34,578 | $0 |
| WCP REAL ESTATE FUND IV - DEDUCTIONS FROM K-1 | $0 | $1,007 | $0 |
| REPAIRS & MAINTENANCE | $10,593 | $2,648 | $7,945 |
| FEG PRIVATE OPPORTUNITIES FUND III - DEDUCTIONS FROM K-1 | $0 | $81,537 | $0 |
| BANK FEES | $69 | $35 | $34 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|
| FEG PRIVATE OPPORTUNITIES FUND II K-1 | $60,043 |
| WCP REAL ESTATE FUND IV K-1 | -$26,259 |
| VIA ENERGY III K-1 | $37,436 |
| FEG PRIVATE OPPORTUNITIES FUND III K-1 | -$1,619 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $4,145,028 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FIDELITY BROKERAGE SERVICES | $79,463 | $39,732 | $39,731 |
| OTHER | $12,055 | $5,425 | $6,630 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $18,834 | $4,708 | $14,126 |
| FEDERAL AND STATE TAXES | $5,790 | $0 | $0 |
| FOREIGN TAXES | $0 | $12,270 | $0 |