JOHN W ANDERSON FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JOHN W ANDERSON FOUNDATION (EIN 35-6070695)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-30
- IRS object ID
- 202413049349100431
- 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
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-30T11:02:28-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 352123203 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KSM BUSINESS SERVICES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 40857 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46240 | 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 | 356070695 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN W ANDERSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 2194624611 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1351 SILHAVY ROAD SUITE 200 | AddressLine1Txt |
| City | VALPARAISO | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46383 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM VINOVICH | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 2194624611 | PhoneNum |
| Signature | 2024-10-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CASSE TATE | PreparerPersonNm |
| PTIN | P01271193 | PTIN |
| Phone | 3175802000 | PhoneNum |
| Preparation | 2024-10-03 | 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 | $301,988,160 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,645,777 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,645,777 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,539,442 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,539,442 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,971,683 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $58,299,642 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,971,683 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $14,156,902 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,156,902 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $574,217 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $125,507 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $448,710 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $69,978 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $69,978 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $48,785 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $48,785 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $37,955 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $24,145 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $55,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $56,775 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,058,871 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,058,871 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $347,357 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $169,417 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $36,778 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $74,892 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $74,892 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $78,883 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,668 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $77,246 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,382,716 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,355,463 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $800,531 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $13,759,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $13,359,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $16,141,716 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,355,463 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $14,159,531 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,984,814 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,801,439 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,840,304 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,584,639 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,584,639 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $7,736 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $7,903 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $7,903 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $160,688,881 | CorporateStockBOYAmt |
| Corporate Stock EOY | $190,295,141 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $190,295,141 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $60,152,936 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $64,323,197 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $64,323,197 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $44,838,121 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $41,034,121 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $41,034,121 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $538,095 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $174,676 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $400,197 | LandBOYAmt |
| Land EOY | $363,419 | LandEOYAmt |
| Land EOYFMV | $363,419 | LandEOYFMVAmt |
| Other Assets BOY | $1,084,486 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,379,740 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,379,740 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $270,012,661 | TotalAssetsBOYAmt |
| Total Assets EOY | $301,988,160 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $301,988,160 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $82,071 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $108,094 | AccountsPayableEOYAmt |
| Grants Payable EOY | $400,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $715,237 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $684,179 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $797,308 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,192,273 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $269,215,353 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $300,795,887 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $269,215,353 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $300,795,887 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $270,012,661 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $301,988,160 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $269,215,353 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,984,814 | ExcessRevenueOverExpensesAmt |
| Other Increases | $33,565,348 | OtherIncreasesAmt |
| Subtotal | $300,795,887 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $300,795,887 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| FROM K-1: ARROW STREET INTERNATIONAL | P | $313,705 | $313,705 | $313,705 | |
| PUBLICLY TRADED SECURITIES | P | $57,985,937 | $7,657,978 | $7,657,978 | $50,327,959 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,971,683 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $177,940 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $177,940 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $177,940 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $181,756 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $95,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $276,756 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $98,816 | OverpaymentAmt |
| Applied To ES Tax | $98,816 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 |
| 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 | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WILLIAM N VINOVICH | IndividualWithBooksNm |
| Phone | 2194624611 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1351 SILHAVY ROAD SUITE 200 | AddressLine1Txt |
| City | VALPARAISO | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46383 | 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 | 0 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM N VINOVICH | ||||||||
| 1351 SILHAVY ROAD SUITE 200 | VALPARAISO | IN | 46383 | CHAIRMAN AND TRUSTEE | 20.00 | $168,242 | $0 | $0 |
| BRUCE W WARGO | ||||||||
| 1351 SILHAVY ROAD SUITE 200 | VALPARAISO | IN | 46383 | TRUSTEE | 20.00 | $58,898 | $0 | $0 |
| CHARLES W CONOVER THRU 22023 | ||||||||
| 1351 SILHAVY ROAD SUITE 200 | VALPARAISO | IN | 46383 | TRUSTEE | 20.00 | $17,256 | $0 | $0 |
| CLYDE D COMPTON | ||||||||
| 1351 SILHAVY ROAD SUITE 200 | VALPARAISO | IN | 46383 | VICE CHAIRMAN AND TRUSTEE | 20.00 | $159,939 | $0 | $0 |
| JOHN J DIEDERICH | ||||||||
| 1351 SILHAVY ROAD SUITE 200 | VALPARAISO | IN | 46383 | SECRETARY AND TRUSTEE | 20.00 | $133,582 | $0 | $0 |
| TAMARA LYNCH BEG 42023 | ||||||||
| 1351 SILHAVY ROAD SUITE 200 | VALPARAISO | IN | 46383 | TRUSTEE | 20.00 | $36,300 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SANDS CAPITAL MANAGEMENT LLC | |||||
| 1000 WILSON BLVD SUITE 3000 | ARLINGTON | VA | 22209 | INVESTMENT COUNSELOR | $181,433 |
| BARROW HANLEY MEWHINNEY & STRAUSS | |||||
| 2200 ROSS AVE 31ST FLOOR | DALLAS | TX | 75201 | INVESTMENT COUNSELOR | $162,669 |
| NORTHERN TRUST COMPANY | |||||
| 50 S LASALLE ST | CHICAGO | IL | 60675 | CUSTODIAL BANK | $149,544 |
| CHAMPLAIN INVESTMENT PARTNERS | |||||
| 180 BATTERY ST 4TH FLOOR | BURLINGTON | VT | 05401 | INVESTMENT COUNSELOR | $121,087 |
| SEGAL MARCO ADVISORS | |||||
| 101 N WACKER DRIVE SUITE 500 | CHICAGO | IL | 60606 | INVESTMENT COUNSELOR | $100,507 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 1 | 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 | $280,008,586 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,795,081 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,076,206 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $283,879,873 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $283,879,873 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,258,198 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $279,621,675 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,981,084 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $13,981,084 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $177,940 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $177,940 | TotalTaxAmt |
| Distributable Before Adj | $13,803,144 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $13,803,144 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $13,803,144 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $14,159,531 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $14,159,531 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,803,144 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $13,923,214 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $14,159,531 | QualifyingDistributionsAmt |
| Applied To Year1 | $13,923,214 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $236,317 | 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 | $13,566,827 | 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 | THE BOARD OF TRUSTEES CO WILLIAM N | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1351 SILHAVY ROAD SUITE 200 | AddressLine1Txt |
| City | VALPARAISO | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46383 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2194624611 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS FOR GRANTS SHOULD INCLUDE BUT NOT NECESSARILY BE LIMITED TO THE FOLLLOWING INFORMATION: 1. PURPOSE OR ORGANIZATION AND PROPOSED USE OF GRANT 2. LIST OF OFFICERS OF THE ORGANIZATION 3. MOST RECENT FINANCIAL STATEMENTS, IRS FORM 990, AND BUDGET 4. COPY OF INTERNAL REVENUE SERVICE LETTER APPROVING TAX-EXEMPT STATUS UNDER SECTION 501(C)(3) 5. CERTIFICATION OF 509(A)(1) OR 509(A)(2) STATUS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THERE ARE NO SUBMISSION DEADLINES. EACH APPLICATION IS REVIEWED ON A TIMELY BASIS. | SubmissionDeadlinesTxt |
| Restrictions On Awards | AWARDS ARE RESTRICTED TO TAX-EXEMPT, NONPROFIT ORGANIZATIONS WHICH ARE NOT CLASSIFIED AS PRIVATE FOUNDATIONS UNDER SECTION 509(A). THEY ARE ALSO LIMITED PRIMARILY TO ORGANIZATIONS SERVING LAKE AND PORTER COUNTIES OF NORTHWEST INDIANA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (224 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AFRICAN AMERICAN ACHIEVERS YOUTH CORPS INC | ||||||||
| PO BOX 64622 | GARY | IN | 46401 | N/A | PC | CAPITAL | $5,000 | |
| ALPHA CHI CH- KAPPA ALPHA THETA EDUC FDN | ||||||||
| 2521 GALA DRIVE | WEST LAFAYETTE | IN | 47906 | N/A | PC | SCHOLARSHIPS/OPERATING | $10,000 | |
| ALZHEIMER'S ASSOCIATION | ||||||||
| 225 NORTH MICHIGAN AVENUE 17TH | CHICAGO | IL | 60601 | N/A | PC | OPERATING | $7,500 | FLOOR |
| AMERICAN CANCER SOCIETY INC | ||||||||
| 5635 W 96TH ST SUITE 100 | INDIANAPOLIS | IN | 46278 | N/A | PC | OPERATING | $50,000 | |
| AMERICAN DIABETES ASSOCIATION | ||||||||
| PO BOX 7023 | MERRIFIELD | VA | 22116 | N/A | PC | OPERATING | $10,000 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 6500 TECHNOLOGY CENTER DRIVE | INDIANAPOLIS | IN | 46278 | N/A | PC | OPERATING | $20,000 | |
| AMERICAN RED CROSS OF NORTHWEST INDIANA | ||||||||
| 791 E 83RD AVE | MERRILLVILLE | IN | 46410 | N/A | PC | OPERATING | $65,000 | |
| ANDREAN HIGH SCHOOL | ||||||||
| 5959 BROADWAY | MERRILLVILLE | IN | 464102617 | N/A | GOV | SCHOLARSHIPS/OPERATING | $10,000 | |
| ANSWER FOR PREGNANCY AID INC | ||||||||
| 705 COLONIAL DR | HOBART | IN | 46342 | N/A | PC | OPERATING | $5,000 | |
| ARC OF INDIANA | ||||||||
| 143 W MARKET ST SUITE 200 | INDIANAPOLIS | IN | 46204 | N/A | PC | OPERATING | $10,000 | |
| ART BARN SCHOOL OF ART INC | ||||||||
| 695 N 400 E | VALPARAISO | IN | 46383 | N/A | PC | OPERATING | $15,000 | |
| ARTHRITIS FOUNDATION | ||||||||
| 1355 PEACHTREE ST NE STE 600 | ATLANTA | GA | 30309 | N/A | PC | OPERATING | $5,000 | |
| ARTISTIC RECOVERY INC | ||||||||
| 320 S CALUMET ROAD | CHESTERTON | IN | 46304 | N/A | PC | OPERATING | $25,000 | |
| ASSISTANCE LEAGUE OF TUCSON INC | ||||||||
| 1307 N ALVERNON WAY | TUCSON | AZ | 85712 | N/A | PC | OPERATING | $5,000 | |
| BALL STATE UNIVERSITY FOUNDATION | ||||||||
| ALUMNI CENTER 2800 W BETHEL AVENUE | MUNCIE | IN | 47304 | N/A | PC | CAPITAL | $150,000 | |
| BEACH FRONT DANCE SCHOOL | ||||||||
| 427 SOUTH LAKE STREET | GARY | IN | 46403 | N/A | PC | OPERATING | $10,000 | |
| BISHOP NOLL INSTITUTE | ||||||||
| 1519 HOFFMAN ST | HAMMOND | IN | 46327 | N/A | PC | CAPITAL | $10,000 | |
| BOY SCOUTS OF AMERICA LASALLE COUNCIL | ||||||||
| 1340 SOUTH BEND AVENUE | SOUTH BEND | IN | 46617 | N/A | PC | OPERATING | $35,000 | |
| BOY SCOUTS OF AMERICA PATHWAY TO ADVENTURE COUNCIL | ||||||||
| 1100 W WASHINGTON BLVD SUITE 200 | CHICAGO | IL | 60607 | N/A | PC | OPERATING | $100,000 | |
| BOYS & GIRLS CLUBS OF AMERICA | ||||||||
| 1275 PEACHTREE ST SUITE 100 | ATLANTA | GA | 30309 | N/A | PC | OPERATING | $15,000 | |
| BOYS & GIRLS CLUBS OF GREATER NORTHWEST INDIANA INC | ||||||||
| 3691 WILLOWCREEK RD | PORTAGE | IN | 46368 | N/A | PC | CAPITAL | $600,000 | |
| BOYS & GIRLS CLUBS OF GREATER NORTHWEST INDIANA INC | ||||||||
| 3691 WILLOWCREEK RD | PORTAGE | IN | 46368 | N/A | PC | OPERATING | $4,320,000 | |
| BOYS & GIRLS CLUBS OF MICHIGAN CITY | ||||||||
| 321 DETROIT STREET | MICHIGAN CITY | IN | 46360 | N/A | PC | OPERATING | $110,000 | |
| BROTHERS KEEPER INCORPORATED | ||||||||
| 2120 BROADWAY POST OFFICE BOX 07287 | GARY | IN | 46407 | N/A | PC | OPERATING/CAPITAL | $100,000 | |
| BULLDOG ATHLETIC BOOSTERS INC | ||||||||
| 1500 S MAIN ST | CROWN POINT | IN | 463079492 | N/A | PC | OPERATING | $10,000 | |
| CALL A RIDE | ||||||||
| 828 S 350 W | HEBRON | IN | 46341 | N/A | PC | OPERATING | $8,000 | |
| CALUMET COLLEGE OF ST JOSEPH | ||||||||
| 2400 NEW YORK AVENUE | WHITING | IN | 46394 | N/A | PC | OPERATING | $75,000 | |
| CANDID | ||||||||
| 32 OLD SLIP 24TH FLOOR | NEW YORK | NY | 10005 | N/A | PC | OPERATING | $6,000 | |
| CARING PLACE INC | ||||||||
| 607 BULLSEYE LAKE RD | VALPARAISO | IN | 46383 | N/A | PC | OPERATING | $80,000 | |
| CATHOLIC CHARITIES GARY | ||||||||
| 940 BROADWAY | GARY | IN | 46402 | N/A | PC | OPERATING | $300,000 | |
| CEDAR LAKE HISTORICAL ASSOCIATION | ||||||||
| PO BOX 421 | CEDAR LAKE | IN | 46303 | N/A | PC | OPERATING | $1,000 | |
| CEDAR LAKE MINISTRIES INC | ||||||||
| PO BOX 665 13701 LAUERMAN STREET | CEDAR LAKE | IN | 463030665 | N/A | PC | OPERATING | $5,000 | |
| CENTER FOR THE HOMELESS | ||||||||
| 813 S MICHIGAN ST SOUTH BEND | SOUTH BEND | IN | 46601 | N/A | PC | OPERATING | $15,000 | INDIANA 46601 |
| CENTER OF WORKFORCE INNOVATIONS | ||||||||
| 2804 BOILERMAKER COURT SUITE E | VALPARAISO | IN | 46383 | N/A | PC | OPERATING | $100,000 | |
| CEREBRAL PALSY OF NORTHWEST INDIANA DBA CENTER FOR POSSIBILITIES | ||||||||
| 22 TYLER ST | HOBART | IN | 46342 | N/A | PC | OPERATING | $150,000 | |
| CHALLENGER LEARNING CENTER OF NORTHWEST INDIANA | ||||||||
| 2300 173RD STREET | HAMMOND | IN | 46323 | N/A | PC | SCHOLARSHIPS/OPERATING | $15,000 | |
| CHASING DREAMS | ||||||||
| PO BOX 1513 | VALPARAISO | IN | 46384 | N/A | PC | OPERATING | $10,000 | |
| CHESTERTON ART CENTER | ||||||||
| 115 SOUTH 4TH STREET | CHESTERTON | IN | 46304 | N/A | PC | OPERATING | $10,000 | |
| CHESTERTON HIGH SCHOOL | ||||||||
| 2125 S 11TH ST | CHESTERTON | IN | 46304 | N/A | GOV | OPERATING/EQUIPMENT | $1,500 | |
| CHICAGOLAND IMMIGRANT WELCOME NETWORK | ||||||||
| 824 E HOFFMAN ST | HAMMOND | IN | 46327 | N/A | PC | OPERATING | $10,000 | |
| CHILDREN'S ORGAN TRANSPLANT ASSOCIATION | ||||||||
| 2501 W COTA DRIVE | BLOOMINGTON | IN | 47401 | N/A | PC | OPERATING | $20,000 | |
| CHRIST CHILD SOCIETY OF SOUTH BEND | ||||||||
| 2366 MIRACLE LANE | MISHAWAKA | IN | 46545 | N/A | PC | OPERATING | $5,000 | |
| CITIZENS CONCERNED FOR THE HOMELESS INC | ||||||||
| 1005W 8TH STREET | MICHIGAN CITY | IN | 46360 | N/A | PC | OPERATING | $15,000 | |
| CITY LIFE CENTER | ||||||||
| 225 W 5TH AVE | GARY | IN | 46402 | N/A | PC | OPERATING | $25,000 | |
| COLLEGE MENTORS FOR KIDS | ||||||||
| 6081 E 82ND STREET SUITE 420 | INDIANAPOLIS | IN | 46250 | N/A | PC | OPERATING | $5,000 | |
| COMMUNITY CANCER RESEARCH FOUNDATION INC | ||||||||
| 926 RIDGE ROAD | MUNSTER | IN | 46321 | N/A | PC | OPERATING | $10,000 | |
| COMMUNITY HELP NETWORK INC | ||||||||
| 550 E BURRELL DR | CROWN POINT | IN | 46307 | N/A | PC | OPERATING | $5,000 | |
| COMMUNITY THEATER GUILD DBACHICAGO STREET THEATRE | ||||||||
| 154 W CHICAGO STREET | VALPARAISO | IN | 46383 | N/A | PC | OPERATING | $7,500 | |
| CONGREGATIONS OF MERRILLVILLE | ||||||||
| 7898 TAFT STREET | MERILLVILLE | IN | 46410 | N/A | PC | OPERATING | $1,000 | |
| CRISIS CENTER INC | ||||||||
| 101 N MONTGOMERY ST | GARY | IN | 46403 | N/A | PC | OPERATING/CAPITAL | $115,000 | |
| CROSSROADS YMCA | ||||||||
| 100 W BURRELL DR | CROWN POINT | IN | 46307 | N/A | PC | OPERATING | $150,000 | |
| CROWN POINT COMMUNITY FOUNDATION INC | ||||||||
| PO BOX 522 | CROWN POINT | IN | 46308 | N/A | PC | OPERATING | $30,000 | |
| CYSTIC FIBROSIS FOUNDATION | ||||||||
| 200 N LASALLE ST STE 2300 | CHICAGO | IL | 60601 | N/A | PC | OPERATING | $7,500 | |
| DENTAL LIFELINE NETWORK - INDIANA | ||||||||
| 1800 15TH STREET STE 100 | DENVER | CO | 80202 | N/A | PC | OPERATING | $5,000 | |
| DISMAS HOUSE OF INDIANA | ||||||||
| PO BOX 4571 521 S ST JOSEPH ST | SOUTH BEND | IN | 466344571 | N/A | PC | OPERATING | $30,000 | |
| DRESSED FOR SCHOOL INC | ||||||||
| PO BOX 2381 | VALPARAISO | IN | 46384 | N/A | PC | OPERATING | $10,000 | |
| DUNEBROOK INC | ||||||||
| 7451 W JOHNSON ROAD | MICHIGAN CITY | IN | 46360 | N/A | PC | OPERATING | $20,000 | |
| DUNELAND FAMILY YMCA | ||||||||
| 215 ROOSEVELT ST | CHESTERTON | IN | 463042530 | N/A | PC | OPERATING | $50,000 | |
| EDGEWATER SYSTEMS FOR BALANCED LIVING | ||||||||
| 1100 W 6TH AVENUE | GARY | IN | 46402 | N/A | PC | OPERATING | $5,000 | |
| ELKA CHILD EDUCATIONAL CENTER INC | ||||||||
| 1953 GEORGIA STREET | GARY | IN | 46407 | N/A | PC | EQUIPMENT | $30,000 | |
| EXCEPTIONAL EQUESTRIANS UNLIMITED | ||||||||
| 5699 E 73RD | MERRILLVILLE | IN | 46410 | N/A | PC | OPERATING | $10,000 | |
| EXPONENT PHILANTHROPY | ||||||||
| 1720 N STREET NW | WASHINGTON | DC | 20036 | N/A | PC | OPERATING | $5,000 | |
| FAMILIES ANCHORED IN TOTAL HARMONY | ||||||||
| 201 EAST 5TH AVENUE SUITE A | GARY | IN | 46402 | N/A | PC | OPERATING | $25,000 | |
| FAMILY AND YOUTH SERVICES BUREAU | ||||||||
| 153 W LINCOLNWAY | VALPARAISO | IN | 46383 | N/A | PC | OPERATING | $50,000 | |
| FAMILY HOUSE INC | ||||||||
| 610 E GLENDALE BLVD | VALPARAISO | IN | 46383 | N/A | PC | OPERATING | $7,500 | |
| FELLOWSHIP OF CHRISTIAN ATHLETES | ||||||||
| 853 EASTPORT CENTRE DRIVE SUITE 200 | VALPARAISO | IN | 46383 | N/A | PC | OPERATING | $10,000 | |
| FIRST PRESBYTERIAN CHURCH OF CROWN POINT | ||||||||
| 218 S COURT STREET | CROWN POINT | IN | 46307 | N/A | PC | EQUIPMENT | $20,000 | |
| FIRST UNITED METHODIST CHURCH | ||||||||
| 352 S MAIN STREET | CROWN POINT | IN | 46307 | N/A | PC | EQUIPMENT | $10,000 | |
| FOOD BANK OF NORTHWEST INDIANA | ||||||||
| 6490 BROADWAY | MERRILLVILLE | IN | 46410 | N/A | PC | OPERATING | $150,000 | |
| FOREST RIDGE ACADEMY | ||||||||
| 7300 FOREST RIDGE DR | SCHERERVILLE | IN | 46375 | N/A | PC | EQUIPMENT | $10,000 | |
| FRANCISCAN HEALTH FOUNDATION | ||||||||
| 2050 N MAIN ST SUITE A | CROWN POINT | IN | 46307 | N/A | PC | OPERATING | $15,000 | |
| FRANCISCAN HEALTH FOUNDATION | ||||||||
| 2050 N MAIN ST SUITE A | CROWN POINT | IN | 46307 | N/A | PC | OPERATING/EQUIPMENT | $30,000 | |
| GARY HISTORICAL AND CULTURAL SOCIETY INC | ||||||||
| P O BOX 64603 | GARY | IN | 46401 | N/A | PC | OPERATING | $5,000 | |
| GARY LITERACY COALITION | ||||||||
| 650 GRANT STREET SUITE 8 | GARY | IN | 46404 | N/A | PC | OPERATING | $7,500 | |
| GIBAULT INC | ||||||||
| 6401 S US HIGHWAY 41 | TERRE HAUTE | IN | 47802 | N/A | PC | OPERATING | $150,000 | |
| GIRL SCOUTS OF GREATER CHICAGO AND NORTHWEST INDIANA | ||||||||
| 20 S CLARK STREET SUITE 200 | CHICAGO | IL | 60603 | N/A | PC | OPERATING | $100,000 | |
| GIRL SCOUTS OF NORTHERN INDIANA-MICHIANA | ||||||||
| 10008 DUPONT CIRCLE DRIVE E | FORT WAYNE | IN | 46825 | N/A | PC | OPERATING | $10,000 | |
| GIRLS ON THE RUN OF NORTHWEST INDIANA | ||||||||
| 821 W 45TH STREET SUITE D | GRIFFITH | IN | 46319 | N/A | PC | OPERATING | $10,000 | |
| GLENWOOD ACADEMY | ||||||||
| 500 W 187TH STREET | GLENWOOD | IL | 60425 | N/A | PC | SCHOLARSHIPS | $15,000 | |
| GRACE BEYOND BORDERS NWI INC | ||||||||
| 4331 STEWART COURT | EAST CHICAGO | IN | 46312 | N/A | PC | OPERATING | $30,000 | |
| GRAND TOTS INC | ||||||||
| 13209 SCHNEIDER STREET POBOX 333 | CEDAR LAKE | IN | 46303 | N/A | PC | OPERATING | $20,000 | |
| HABITAT FOR HUMANITY OF NORTHWEST INDIANA | ||||||||
| 3777 COLFAX STREET | GARY | IN | 46408 | N/A | PC | EQUIPMENT | $30,000 | |
| HABITAT FOR HUMANITY OF PORTER COUNTY | ||||||||
| 2411 BEECH STREET SUITE L | VALPARAISO | IN | 46383 | N/A | PC | CAPITAL | $30,000 | |
| HAROLD HAL KELLEY RESPITE FOUNDATION INC | ||||||||
| 305 UNION ST | VALPARAISO | IN | 46383 | N/A | PC | OPERATING | $50,000 | |
| HEALTHLINC INC | ||||||||
| 2401 VALLEY DRIVE | VALPARAISO | IN | 46383 | N/A | PC | OPERATING | $10,000 | |
| HEALTHY COMMUNITIES OF LAPORTE COUNTY | ||||||||
| 422 FRANKLIN ST SUITE E | MICHIGAN CITY | IN | 46360 | N/A | PC | OPERATING | $5,000 | |
| HEBRON UNITED METHODIST CHURCH | ||||||||
| 202 W CHURCH STREET PO BOX 96 | HEBRON | IN | 46341 | N/A | PC | EQUIPMENT | $15,000 | |
| HILLTOP NEIGHBORHOOD HOUSE | ||||||||
| 460 S COLLEGE AVE | VALPARAISO | IN | 46383 | N/A | PC | SCHOLARSHIPS | $40,000 | |
| HISTORICAL SOCIETY OF OGDEN DUNES | ||||||||
| 115 HILLCREST ROAD | OGDEN DUNES | IN | 46368 | N/A | PC | OPERATING | $5,000 | |
| HOME TEAM VALPO INC | ||||||||
| PO BOX 504 | VALPARAISO | IN | 46384 | N/A | PC | CAPITAL | $10,000 | |
| HOOSIERS FEEDING THE HUNGRY | ||||||||
| 4490A SR 327 | GARRETT | IN | 46738 | N/A | PC | OPERATING | $5,000 | |
| HORACE MANN AMBRIDGE NEIGHBORHOOD IMPROVEMENT ORG | ||||||||
| 1614 W 5TH AVE | GARY | IN | 46404 | N/A | PC | OPERATING | $30,000 | |
| HOSPICE OF THE CALUMET AREA | ||||||||
| 600 SUPERIOR AVE | MUNSTER | IN | 46321 | N/A | PC | OPERATING/CAPITAL | $30,000 | |
| HOUSING OPPORTUNITIES INC | ||||||||
| 2001 CALUMET AVE | VALPARAISO | IN | 46383 | N/A | PC | OPERATING | $15,000 | |
| HUMANE INDIANA | ||||||||
| 8149 KENNEDY AVE | HIGHLAND | IN | 46322 | N/A | PC | OPERATING | $5,000 | |
| HUMANE SOCIETY OF HOBART | ||||||||
| 2054 E ST RD 130 PO BOX 108 | HOBART | IN | 46342 | N/A | PC | OPERATING | $5,000 | |
| HUMANE SOCIETY OF NORTHWEST INDIANA INC | ||||||||
| 6100 MELTON RD | GARY | IN | 46403 | N/A | PC | EQUIPMENT | $16,000 | |
| ILLINOIS SPINA BIFIDA ASSOCIATION | ||||||||
| 2211 N OAK PARK AVE | CHICAGO | IL | 60707 | N/A | PC | OPERATING | $5,000 | |
| IMMANUEL LUTHERAN CHURCH FOOD PANTRY | ||||||||
| 1700 MONTICELLO PARK DRIVE | VALPARAISO | IN | 46383 | N/A | PC | OPERATING | $25,000 | |
| INDEPENDENT CAT SOCIETY | ||||||||
| 4061 COUNTY LINE ROAD PO BOX 735 | WESTVILLE | IN | 46391 | N/A | PC | OPERATING | $3,000 | |
| INDEPENDENT COLLEGES OF INDIANA | ||||||||
| 30 SOUTH MERIDIAN STREET SUITE 800 | INDIANAPOLIS | IN | 46204 | N/A | SO I | SCHOLARSHIPS | $125,000 | |
| INDIANA ASSOCIATION OF SCHOOL PRINCIPALS | ||||||||
| 11025 E 25TH ST | INDIANAPOLIS | IN | 462291523 | N/A | PC | OPERATING | $4,000 | |
| INDIANA BALLET THEATRE | ||||||||
| 8888 LOUISIANA ST | MERRILLVILLE | IN | 46410 | N/A | PC | OPERATING | $15,000 | |
| INDIANA BAR FOUNDATION INC | ||||||||
| 615 N ALABAMA STREET 426 | INDIANAPOLIS | IN | 46204 | N/A | PC | OPERATING | $20,000 | |
| INDIANA DUNES GREAT BANQUET | ||||||||
| 1501 WASHINGTON AVE | CHESTERTON | IN | 46304 | N/A | PC | OPERATING | $10,000 | |
| INDIANA DUNES LEARNING CENTER | ||||||||
| 700 HOWE RD | CHESTERTON | IN | 46304 | N/A | PC | OPERATING | $20,000 | |
| INDIANA GOLF FOUNDATION | ||||||||
| 9795 CROSSPOINTE BLVD SUITE 170 | INDIANAPOLIS | IN | 46256 | N/A | PC | EQUIPMENT | $25,000 | |
| INDIANA LEGAL SERVICES INC | ||||||||
| 1200 MADISON SUITE 300 | INDIANAPOLIS | IN | 46225 | N/A | PC | OPERATING | $60,000 | |
| INDIANA PHILANTHROPY ALLIANCE | ||||||||
| 115 W WASHINGTON STREET SUITE 950 | INDIANAPOLIS | IN | 46204 | N/A | PC | OPERATING | $5,000 | |
| INDIANA STATE UNIVERSITY FOUNDATION | ||||||||
| 30 N 5TH ST | TERRE HAUTE | IN | 47809 | N/A | PC | OPERATING | $150,000 | |
| INDIANA UNIVERSITY FOUNDATION | ||||||||
| PO BOX 500 SHOWALTER HOUSE | BLOOMINGTON | IN | 47402 | N/A | PC | OPERATING | $510,000 | |
| INDIANA UNIVERSITY FOUNDATION | ||||||||
| PO BOX 500 SHOWALTER HOUSE | BLOOMINGTON | IN | 47402 | N/A | PC | SCHOLARSHIPS | $20,000 | |
| INDIANA WOMEN IN NEED FOUNDATION | ||||||||
| 8515 CEDAR PLACE DRIVE SUITE 103A | INDIANAPOLIS | IN | 46240 | N/A | PC | OPERATING | $7,000 | |
| IN-PACT INC | ||||||||
| 12300 MARSHALL ST | CROWN POINT | IN | 46307 | N/A | PC | EQUIPMENT | $15,000 | |
| INTERFAITH COMMUNITY PADS INC | ||||||||
| 1001 W 8TH ST | MICHIGAN CITY | IN | 46360 | N/A | PC | OPERATING | $10,000 | |
| INTERNATIONAL COMMUNITY ALLIANCE | ||||||||
| 4433 BROADWAY | GARY | IN | 46409 | N/A | PC | OPERATING | $15,000 | |
| IVY TECH FOUNDATION | ||||||||
| 3100 IVY TECH DRIVE | VALPARAISO | IN | 46383 | N/A | PC | SCHOLARSHIPS/OPERATING | $150,000 | |
| JACOB'S LADDER PEDIATRIC REHAB CENTER | ||||||||
| 1595 S CALUMET RD | CHESTERTON | IN | 46304 | N/A | PC | OPERATING | $15,000 | |
| JDRF | ||||||||
| PO BOX 5018 | HAGERSTOWN | MD | 21741 | N/A | PC | OPERATING | $15,000 | |
| JEWISH FEDERATION OF NORTHWEST INDIANA | ||||||||
| 585 PROGRESS AVE | MUNSTER | IN | 46321 | N/A | PC | OPERATING | $15,000 | |
| JUNIOR ACHIEVEMENT OF CHICAGO | ||||||||
| 651 W WASHINGTON BLVD SUITE 404 | CHICAGO | IL | 60661 | N/A | PC | OPERATING | $5,000 | |
| JUNIOR ACHIEVEMENT OF NORTHERN INDIANA | ||||||||
| 550 E WALLEN ROAD | FORT WAYNE | IN | 46825 | N/A | PC | OPERATING | $3,000 | |
| KAIROS PRISON MINISTRY | ||||||||
| PO BOX 681515 | INDIANAPOLIS | IN | 46268 | N/A | PC | OPERATING | $5,000 | |
| LAKE COURT HOUSE FOUNDATION INC | ||||||||
| ONE COURTHOUSE SQUARE SUITE 200 | CROWN POINT | IN | 46307 | N/A | PC | EQUIPMENT | $10,000 | |
| LAKESHORE COMMUNITY CONCERTS | ||||||||
| 1049 169TH PLACE | HAMMOND | IN | 46324 | N/A | PC | OPERATING | $1,000 | |
| LAKESHORE PUBLIC MEDIA | ||||||||
| 8625 INDIANA PLACE | MERRILLVILLE | IN | 46410 | N/A | PC | OPERATING | $150,000 | |
| LEGACY FOUNDATION | ||||||||
| 370 EAST 84TH DRIVE 100 | MERRILLVILLE | IN | 46410 | N/A | PC | OPERATING | $30,000 | |
| LES TURNER ALS FOUNDATION | ||||||||
| 5550 WEST TOUHY AVE | SKOKIE | IL | 60077 | N/A | PC | OPERATING | $7,500 | |
| LET'S TALK ABOUT IT LET'S DO IT COMMUNITY OUTREACH | ||||||||
| 1375 GERRY STREET | GARY | IN | 46406 | N/A | PC | OPERATING | $7,000 | |
| LIFE TREATMENT CENTERS | ||||||||
| 1402 S MICHIGAN ST | SOUTH BEND | IN | 46613 | N/A | PC | EQUIPMENT | $7,500 | |
| LIFELINE INC DBA LIFELINE PILOTS | ||||||||
| 4507 N STERLING AVE SUITE 402 | PEORIA | IL | 61615 | N/A | PC | OPERATING | $5,000 | |
| LOGAN COMMUNITY RESOURCES | ||||||||
| 2202 E JEFFERSON BLVD | SOUTH BEND | IN | 46615 | N/A | PC | OPERATING | $5,000 | |
| LUBEZNIK CENTER FOR THE ARTS | ||||||||
| 101 W 2ND STREET | MICHIGAN CITY | IN | 46360 | N/A | PC | OPERATING | $10,000 | |
| LURIE CHILDREN'S HOSPITAL OF CHICAGO | ||||||||
| 225 EAST CHICAGO AVE BOX 4 | CHICAGO | IL | 60611 | N/A | PC | OPERATING | $50,000 | |
| MAAC FOUNDATION INC | ||||||||
| 4203 MONTDALE PARK DRIVE | VALPARAISO | IN | 46383 | N/A | PC | CAPITAL | $50,000 | |
| MAYO CLINIC | ||||||||
| 200 1ST ST SW | ROCHESTER | MN | 55905 | N/A | PC | OPERATING | $100,000 | |
| MEALS ON WHEELS OF NORTHWEST INDIANA INC | ||||||||
| 8446 VIRGINIA ST | MERRILLVILLE | IN | 46410 | N/A | PC | OPERATING | $100,000 | |
| MEMORIAL OPERA HOUSE FOUNDATION | ||||||||
| 104 INDIANA AVE | VALPARAISO | IN | 46383 | N/A | PC | OPERATING/CAPITAL | $30,000 | |
| MENTAL HEALTH AMERICA OF NORTHWEST INDIANA | ||||||||
| 5311 HOHMAN AVENUE | HAMMOND | IN | 46320 | N/A | PC | OPERATING | $25,000 | |
| MERRILLVILLE ROTARY CLUB CHARITIES CLOTHING OUR CHILDREN | ||||||||
| PO BOX 11001 | MERRILLVILLE | IN | 46410 | N/A | PC | OPERATING | $7,000 | |
| METHODIST HOSPITALS INC | ||||||||
| 600 GRANT STREET | GARY | IN | 46402 | N/A | PC | EQUIPMENT | $100,000 | |
| MICHIANA PUBLIC BROADCASTING CORPORATIONWNIT | ||||||||
| 300 W JEFFERSON BLVD | SOUTH BEND | IN | 46601 | N/A | PC | OPERATING | $10,000 | |
| MILK BANK | ||||||||
| 8020 CASTLEWAY DRIVE | INDIANAPOLIS | IN | 46250 | N/A | PC | OPERATING | $10,000 | |
| MILLER BEACH ARTS AND CREATIVE DISTRICT CDC LLC | ||||||||
| MILLER BEACH ARTS AND CREATIVE | GARY | IN | 46403 | N/A | PC | OPERATING | $20,000 | DISTRICT PO BOX 2405 |
| MORAINE HOUSE INC | ||||||||
| 353 W LINCOLNWAY | VALPARAISO | IN | 46383 | N/A | PC | OPERATING | $20,000 | |
| MUSCULAR DYSTROPHY FAMILY FOUNDATION INC | ||||||||
| PO BOX 776 | CARMEL | IN | 46032 | N/A | PC | OPERATING | $5,000 | |
| NATIONAL CHILDREN'S CANCER SOCIETY | ||||||||
| 500 N BROADWAY SUITE 1850 | ST LOUIS | MO | 63102 | N/A | PC | OPERATING | $5,000 | |
| NEW CREATION MEN'S CENTER | ||||||||
| 2102 CALUMET AVE | VALPARAISO | IN | 46383 | N/A | PC | OPERATING | $10,000 | |
| NORTH COAST CULTURAL ASSOCIATION INC | ||||||||
| PO BOX 2281 | CHESTERTON | IN | 46304 | N/A | PC | EQUIPMENT | $5,000 | |
| NORTHERN IN HISTORICAL SOCIETY (MUSEUM) | ||||||||
| 808 WEST WASHINGTON STREET | SOUTH BEND | IN | 46601 | N/A | PC | OPERATING | $5,000 | |
| NORTHWEST INDIANA CANCER KIDS FOUNDATION | ||||||||
| PO BOX 824 | SCHERERVILLE | IN | 46375 | N/A | PC | OPERATING | $10,000 | |
| NORTHWEST INDIANA CATHOLIC YOUTH ORGANIZATION | ||||||||
| 7725 BROADWAY SUITE C | MERRILLVILLE | IN | 46410 | N/A | PC | OPERATING | $40,000 | |
| NORTHWEST INDIANA FORUM FOUNDATION | ||||||||
| 6100 SOUTHPORT ROAD | PORTAGE | IN | 46368 | N/A | PC | OPERATING | $50,000 | |
| NORTHWEST INDIANA SPECIAL EDUCATION COOP | ||||||||
| 2150 WEST 97TH PLACE | CROWN POINT | IN | 46307 | N/A | PC | OPERATING | $10,000 | |
| NORTHWEST INDIANA SYMPHONY SOCIETY INC | ||||||||
| 1040 RIDGE ROAD | MUNSTER | IN | 46321 | N/A | PC | OPERATING | $75,000 | |
| OLD SHERIFF'S HOUSE FOUNDATION | ||||||||
| 226 S MAIN ST HOUSE | CROWN POINT | IN | 46307 | N/A | PC | CAPITAL | $4,000 | |
| OPPORTUNITY ENTERPRISES | ||||||||
| 2801 EVANS AVE | VALPARAISO | IN | 46383 | N/A | PC | OPERATING | $175,000 | |
| OUR GREATER GOOD | ||||||||
| 3701 MURVIHILL RD | VALPARAISO | IN | 46383 | N/A | PC | OPERATING | $5,000 | |
| PHILANTHROPY ROUNDTABLE | ||||||||
| 1120 20TH STREET NW SUITE 550 SOUTH | WASHINGTON | DC | 20036 | N/A | PC | OPERATING | $3,000 | |
| PINEY WOODS SCHOOL | ||||||||
| PO BOX 100 11 WARD LANE | PINEY WOODS | MS | 391489989 | N/A | PC | SCHOLARSHIPS | $3,000 | |
| PLANNED PARENTHOOD GREAT NWHIAKINKY | ||||||||
| 200 S MERIDIAN ST STE 400 | INDIANAPOLIS | IN | 46225 | N/A | PC | OPERATING | $15,000 | |
| PORTAGE LIVE ENTERTAINMENT | ||||||||
| PO BOX 1111 | PORTAGE | IN | 46368 | N/A | PC | OPERATING | $1,500 | |
| PORTAGE TOWNSHIP YMCA | ||||||||
| 3100 WILLOWCREEK RD | PORTAGE | IN | 46368 | N/A | PC | OPERATING/CAPITAL | $60,000 | |
| PORTER COUNTY AGING AND COMMUNITY SERVICES INC | ||||||||
| 1005 CAMPBELL STREET | VALPARAISO | IN | 463854262 | N/A | PC | CAPITAL | $15,000 | |
| PORTER COUNTY ASSOC FOR HANDICAPPED CHILDREN & ADULTS | ||||||||
| 1505 ASTER AVE | VALPARAISO | IN | 46383 | N/A | PC | EQUIPMENT | $4,000 | |
| PORTER COUNTY COMMUNITY FOUNDATION INC | ||||||||
| 1401 CALUMET AVENUE | VALPARAISO | IN | 46383 | N/A | PC | OPERATING | $30,000 | |
| PORTER COUNTY GOVERNMENT | ||||||||
| 1660 SOUTH STATE ROAD 2 | VALPARAISO | IN | 46385 | N/A | GOV | OPERATING | $10,000 | |
| PORTER COUNTY MUSEUM FOUNDATION | ||||||||
| 20 INDIANA AVENUE | VALPARAISO | IN | 46383 | N/A | PC | OPERATING | $12,000 | |
| PORTER COUNTY PACT | ||||||||
| 2056 S ST RD 2 | VALPARAISO | IN | 46385 | N/A | PC | OPERATING | $30,000 | |
| PORTER COUNTY PARKS FOUNDATION | ||||||||
| PO BOX 428 | VALPARAISO | IN | 46384 | N/A | PC | CAPITAL | $10,000 | |
| PUBLIC EDUCATION FOUNDATION OF VALPARAISO IN | ||||||||
| 3801 N CAMPBELL ST | VALPARAISO | IN | 46385 | N/A | PC | SCHOLARSHIPS | $15,000 | |
| PURDUE UNIVERSITY NORTHWEST | ||||||||
| 2200 169TH STREET | HAMMOND | IN | 46323 | N/A | PC | OPERATING | $250,000 | |
| PURDUE UNIVERSITY | ||||||||
| 403 W WOOD STREET | WEST LAFAYETTE | IN | 47907 | N/A | PC | OPERATING | $274,000 | |
| REAL SERVICES INC | ||||||||
| 1151 SOUTH MICHIGAN STREET | SOUTH BEND | IN | 46601 | N/A | PC | OPERATING | $5,000 | |
| REBUILDING TOGETHER - DUNELAND | ||||||||
| PO BOX 644 | CHESTERTON | IN | 46304 | N/A | PC | OPERATING | $5,000 | |
| REGIONAL HEALTH SYSTEMS | ||||||||
| 1441 E 84TH PLACE | MERRILLVILLE | IN | 46410 | N/A | PC | OPERATING | $20,000 | |
| REGIONAL PERFORMING ARTS COMPANY | ||||||||
| 2530 PORTAGE MALL | PORTAGE | IN | 46368 | N/A | PC | OPERATING | $5,000 | |
| RESPITE CARE SERVICES INC | ||||||||
| 9000 INDIANAPOLIS BLVD | HIGHLAND | IN | 46322 | N/A | PC | OPERATING | $10,000 | |
| RESTORING THE PRIDE EDUCATIONAL FOUNDATION INC | ||||||||
| PO BOX 222 | LAFAYETTE | IN | 47901 | N/A | PC | SCHOLARSHIPS | $15,000 | |
| RILEY CHILDREN'S FOUNDATION | ||||||||
| 500 NORTH MERIDIAN STREET SUITE 100 | INDIANAPOLIS | IN | 46204 | N/A | PC | OPERATING | $20,000 | |
| RONALD MCDONALD HOUSE CHARITIES OF CENTRAL INDIANA | ||||||||
| 435 LIMESTONE STREET | INDIANAPOLIS | IN | 46202 | N/A | PC | OPERATING | $25,000 | |
| RONALD MCDONALD HOUSE CHICAGOLAND & NWI | ||||||||
| TRIPP AVE AT AIRMAIL RD PO BOX 7002 | HINES | IL | 60141 | N/A | PC | OPERATING | $20,000 | |
| SAFE COALITION FOR HUMAN RIGHTS INC | ||||||||
| 9335 CALUMET AVE SUITE D | MUNSTER | IN | 46321 | N/A | PC | OPERATING | $10,000 | |
| SALVATION ARMY | ||||||||
| 6060 CASTLEWAY W DR | INDIANAPOLIS | IN | 46250 | N/A | PC | OPERATING | $175,000 | |
| SAMARITAN COUNSELING CENTER | ||||||||
| 8955 COLUMBIA AVE | MUNSTER | IN | 46303 | N/A | PC | OPERATING | $20,000 | |
| SAMARITAN COUNSELING CENTERS INC | ||||||||
| 340 COMMERCE SQ | MICHIGAN CITY | IN | 46360 | N/A | PC | OPERATING | $7,500 | |
| SAVE THE DUNES | ||||||||
| 444 BARKER ROAD | MICHIGAN CITY | IN | 46360 | N/A | PC | OPERATING/CAPITAL | $10,000 | |
| SCHOOL CITY OF HOBART | ||||||||
| 32 EAST 7TH STREET | HOBART | IN | 463425154 | N/A | GOV | EQUIPMENT | $5,000 | |
| SHARE FOUNDATION WITH THE HANDICAPPED | ||||||||
| 6617 N 300 E | LA PORTE | IN | 46350 | N/A | PC | OPERATING | $20,000 | |
| SHIRLEY HEINZE LAND TRUST | ||||||||
| 109 W 700 N | VALPARAISO | IN | 46385 | N/A | PC | OPERATING | $20,000 | |
| SHIRLEY RYAN ABILITYLAB | ||||||||
| 355 E ERIE STREET 10TH FLOOR | CHICAGO | IL | 60618 | N/A | PC | OPERATING | $25,000 | |
| SHRINERS HOSPITALS FOR CHILDREN CHICAGO | ||||||||
| 2211 N OAK PARK DRIVE | CHICAGO | IL | 60707 | N/A | PC | OPERATING | $10,000 | |
| SHULTS-LEWIS CHILD & FAMILY SERVICES INC | ||||||||
| PO BOX 471 325 S 150 E | VALPARAISO | IN | 463840471 | N/A | PC | OPERATING | $20,000 | |
| SOCIETY OF INNOVATORS AT PNW | ||||||||
| 1401 US 421 SCHWARZ HALL 141 | WESTVILLE | IN | 46391 | N/A | PC | OPERATING | $10,000 | |
| SOJOURNER TRUTH HOUSE INC | ||||||||
| 410 W 13TH AVENUE | GARY | IN | 46407 | N/A | PC | OPERATING | $35,000 | |
| SOUTH BEND CIVIC THEATRE | ||||||||
| 403 NORTH MAIN STREET | SOUTH BEND | IN | 46601 | N/A | PC | SCHOLARSHIPS/OPERATING | $10,000 | |
| SOUTH SHORE ARTS INC | ||||||||
| 1040 RIDGE ROAD | MUNSTER | IN | 46321 | N/A | PC | OPERATING | $30,000 | |
| SPECIAL OLYMPICS INDIANA | ||||||||
| 6200 TECHNOLOGY CENTER DRIVE SUITE | INDIANAPOLIS | IN | 46278 | N/A | PC | OPERATING | $5,000 | 105 |
| SPORT YOUTH FOUNDATION INC | ||||||||
| 3567 VILLAGE CT | GARY | IN | 46408 | N/A | PC | OPERATING | $5,000 | |
| ST AGNES ADULT DAY SERVICE CENTER | ||||||||
| 1859 HARRISON BLVD | VALPARAISO | IN | 46385 | N/A | PC | OPERATING | $5,000 | |
| ST BEDE ACADEMY | ||||||||
| 24 W US HWY 6 | PERU | IL | 61354 | N/A | PC | SCHOLARSHIPS/OPERATING | $15,000 | |
| ST JUDE HOUSE | ||||||||
| 12490 MARSHALL STREET | CROWN POINT | IN | 46307 | N/A | PC | OPERATING | $60,000 | |
| ST MARY MEDICAL CENTER | ||||||||
| 1500 S LAKE PARK AVE | HOBART | IN | 46342 | N/A | PC | OPERATING | $25,000 | |
| ST TERESA OF AVILA CATHOLIC STUDENT CENTER | ||||||||
| 1511 LAPORTE AVENUE | VALPARAISO | IN | 46383 | N/A | PC | OPERATING | $6,000 | |
| THEATRE AT THE CENTER | ||||||||
| 1040 RIDGE ROAD | MUNSTER | IN | 46321 | N/A | PC | OPERATING | $10,000 | |
| TRADEWINDS SERVICES INC | ||||||||
| 3198 EAST 83RD PLACE | MERRILLVILLE | IN | 46410 | N/A | PC | OPERATING/CAPITAL | $175,000 | |
| TRUE NORTH TRAINING STABLES | ||||||||
| 927 N 150 W | CHESTERTON | IN | 46304 | N/A | PC | OPERATING | $5,000 | |
| UNCF | ||||||||
| 3737 N MERIDIAN STREET SU 507 | INDIANAPOLIS | IN | 46208 | N/A | PC | SCHOLARSHIPS | $10,000 | |
| UNION TOWNSHIP DOLLARS FOR SCHOLARS | ||||||||
| 599 W 300 N SUITE A | VALPARAISO | IN | 46385 | N/A | PC | SCHOLARSHIPS | $6,000 | |
| UNITED WAY OF NORTHWEST INDIANA | ||||||||
| 951 EASTPORT CENTRE DRIVE | VALPARAISO | IN | 46383 | N/A | PC | OPERATING | $750,000 | |
| UNIVERSITY OF CHICAGO | ||||||||
| 130 EAST RANDOLPH SUITE 2500 | CHICAGO | IL | 60601 | N/A | PC | OPERATING | $35,000 | |
| VALPARAISO COMMUNITY SCHOOLS | ||||||||
| 4160 NORTH CALUMET AVENUE | VALPARAISO | IN | 46383 | N/A | GOV | OPERATING | $7,500 | |
| VALPARAISO KIWANIS CLUB FOUNDATION INC | ||||||||
| PO BOX 1661 | VALPARAISO | IN | 46384 | N/A | PC | OPERATING | $12,000 | |
| VALPARAISO PARKS AND RECREATION FDN | ||||||||
| 3210 N CAMPBELL ST | VALPARAISO | IN | 46385 | N/A | PC | OPERATING/CAPITAL | $50,000 | |
| VALPARAISO UNIVERSITY | ||||||||
| 1700 CHAPEL DRIVE | VALPARAISO | IN | 46383 | N/A | PC | SCHOLARSHIPS | $150,000 | |
| VALPO FAMILY YMCA | ||||||||
| 1201 CUMBERLAND CROSSING DRIVE | VALPARAISO | IN | 46383 | N/A | PC | OPERATING | $80,000 | |
| VNA OF NWI | ||||||||
| 501 MARQUETTE ST | VALPARAISO | IN | 46383 | N/A | PC | OPERATING | $50,000 | |
| WEST SIDE THEATRE GUILD | ||||||||
| 900 GERRY ST | GARY | IN | 46406 | N/A | PC | OPERATING | $7,500 | |
| WOODLAND CHILD DEVELOPMENT CENTER INC | ||||||||
| 3027 J F MAHONEY DRIVE | HAMMOND | IN | 46323 | N/A | PC | OPERATING | $15,000 | |
| YOUTH FAMILY COMMUNITY RENEWAL | ||||||||
| P O BOX 64541 | GARY | IN | 46401 | N/A | PC | OPERATING | $15,000 | |
| YOUTH FOR CHRIST - SOUTH POINTE | ||||||||
| PO BOX 1064 | VALPARAISO | IN | 46384 | N/A | PC | OPERATING | $10,000 | |
| YOUTH SERVICE BUREAU OF LAPORTE COUNTY INC | ||||||||
| 906 MICHIGAN AVE | LAPORTE | IN | 46350 | N/A | PC | OPERATING | $18,000 | |
| YOUTH SERVICE BUREAU OF ST JOSEPH COUNTY | ||||||||
| 2222 LINCOLNWAY WEST | SOUTH BEND | IN | 46628 | N/A | PC | OPERATING | $15,000 | |
| YWCA OF NORTHWEST INDIANA | ||||||||
| 150 W 15TH AVENUE | GARY | IN | 46407 | N/A | PC | OPERATING | $120,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $13,359,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOYS & GIRLS CLUBS OF GREATER NORTHWEST INDIANA INC | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3691 WILLOWCREEK RD | AddressLine1Txt |
| City | PORTAGE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46368 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | CAPITAL | GrantOrContributionPurposeTxt |
| Amt | $400,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $400,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,645,777 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,539,442 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,971,683 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $14,156,902 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,156,902 | 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 | ACCOUNTING | CategoryTxt |
| Amt | $55,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $56,775 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990-PF, PART VI-B, LINES 1A(4) AND 1B | FormAndLineReferenceDesc |
| Medium Explanation | PART VI-B, LINE 1A(4) HAS BEEN ANSWERED "YES" BECAUSE BRUCE WARGO, WILLIAM VINOVICH, CHARLES CONOVER, CLYDE COMPTON, JOHN DIEDERICH AND TAMARA LYNCH ARE FOUNDATION MANAGERS FOR THE JOHN W. ANDERSON FOUNDATION AND THEREFORE DISQUALIFIED PERSONS. LINE 1B IS ANSWERED "NO" BECAUSE THEIR COMPENSATION IS NOT EXCESSIVE AND IS REASONABLE AND NECESSARY TO CARRY OUT THE EXEMPT PURPOSE OF THE PRIVATE FOUNDATION AS STIPULATED IN TREASURY REGULATIONS SECTION 53.4941(D)-3. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JPMORGAN CORE BOND TRUST FUND | $44,054,461 | $44,054,461 |
| PIMCO FDS PAC INVT MGMT SER FOR FUTURE I INC FD INSTL CL PDIIX | $20,268,736 | $20,268,736 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (132 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 10X GENOMICS INC CL A | $492,784 | $492,784 |
| ADVANCE AUTO PTS INC COM | $129,689 | $129,689 |
| AECOM | $285,701 | $285,701 |
| AIR PROD & CHEM INC COM | $849,601 | $849,601 |
| AIRBNB INC CL A COM | $455,116 | $455,116 |
| AKAMAI TECHNOLOGIES INC COM STK | $184,626 | $184,626 |
| ALIGN TECHNOLOGY INC COM | $600,334 | $600,334 |
| ALLSTATE CORP COM | $719,777 | $719,777 |
| ALPHABET INC CAPITAL STOCK CL A | $513,500 | $513,500 |
| AMAZON COM INC COM | $2,551,832 | $2,551,832 |
| AMERICAN EXPRESS CO | $452,988 | $452,988 |
| AMERICAN INTERNATIONAL GROUP INC COM | $632,108 | $632,108 |
| AMETEK INC NEW COM | $555,679 | $555,679 |
| ANSYS INC COM | $192,326 | $192,326 |
| APTIV PLC COM USD | $777,424 | $777,424 |
| ARAMARK COM | $598,361 | $598,361 |
| ATLASSIAN CORP CL A | $1,296,813 | $1,296,813 |
| AUTODESK INC COM | $193,567 | $193,567 |
| AVANTOR INC COM | $674,763 | $674,763 |
| AXALTA COATING SYSTEMS LTD COM | $624,742 | $624,742 |
| AXON ENTERPRISE INC COM | $77,499 | $77,499 |
| BATH & BODY WORKS INC COM | $287,014 | $287,014 |
| BIO-TECHNE CORP COM | $298,609 | $298,609 |
| BLOCK INC | $1,365,305 | $1,365,305 |
| BROADCOM INC COM | $1,130,761 | $1,130,761 |
| BROWN-FORMAN INC CL B NON-VTG COM | $274,366 | $274,366 |
| CLOROX CO COMMON STOCK | $315,124 | $315,124 |
| CLOUDFLARE INC COM | $625,449 | $625,449 |
| COGNIZANT TECH SOLUTIONS CORP CL A | $377,121 | $377,121 |
| COMCAST CORP NEW-CL A | $991,054 | $991,054 |
| COOPER COS INC COM | $230,848 | $230,848 |
| COSTAR GROUP INC COM | $692,391 | $692,391 |
| CRH ORD | $595,606 | $595,606 |
| CULLEN / FROST BANKERS INC COM | $260,376 | $260,376 |
| CVS HEALTH CORP COM | $497,764 | $497,764 |
| DATADOG INC COM | $1,235,648 | $1,235,648 |
| DENTSPLY SIRONA INC COM | $188,271 | $188,271 |
| DEXCOM INC COM | $2,557,247 | $2,557,247 |
| DOMINOS PIZZA INC COM | $86,568 | $86,568 |
| DOORDASH INC CL A COM | $703,405 | $703,405 |
| DUPONT DE NEMOURS INC COMMON STOCK | $321,029 | $321,029 |
| EDWARDS LIFESCIENCES CORP COM | $1,007,034 | $1,007,034 |
| ELECTR ARTS COM | $444,085 | $444,085 |
| ELEVANCE HEALTH INC | $850,694 | $850,694 |
| ENBRIDGE INC COM | $686,037 | $686,037 |
| ENTEGRIS INC COM | $909,913 | $909,913 |
| ENTERGY CORP NEW COM | $664,717 | $664,717 |
| EVEREST GROUP LTD | $418,992 | $418,992 |
| EXACT SCIENCES CORP COM | $82,858 | $82,858 |
| FACTSET RESH SYS INC COM STK | $302,927 | $302,927 |
| FIDELITY NATL INFORMATION SVCS INC COM STK | $952,470 | $952,470 |
| FLOOR & DECOR HLDGS INC CL A | $596,623 | $596,623 |
| FORTIVE CORP COM MON STOCK | $521,300 | $521,300 |
| FRESHPET INC COM | $307,998 | $307,998 |
| GALLAGHER ARTHUR J & CO COM | $199,019 | $199,019 |
| GRACO INC COM | $208,224 | $208,224 |
| HALLIBURTON CO COM | $776,104 | $776,104 |
| HESS CORP COM STK | $713,880 | $713,880 |
| HORMEL FOODS CORP COM | $223,807 | $223,807 |
| HUNT J B TRANS SVCS INC COM | $736,042 | $736,042 |
| IDEX CORP COM | $330,007 | $330,007 |
| IDEXX LABS INC COM | $149,864 | $149,864 |
| KEURIG DR PEPPER INC COM | $339,264 | $339,264 |
| KEYSIGHT TECHNOLOGIES INC COM | $295,907 | $295,907 |
| KINSALE CAP GROUP INC COM | $70,331 | $70,331 |
| LAM RESH CORP COM | $1,039,386 | $1,039,386 |
| LAMB WESTON HLDGS INC COM USD5 | $164,297 | $164,297 |
| LAS VEGAS SANDS CORP COM STK | $921,949 | $921,949 |
| LESLIES INC COM | $97,915 | $97,915 |
| LITHIA MTRS INC COM CL A | $621,681 | $621,681 |
| M & T BK CORP COM | $615,900 | $615,900 |
| MATCH GROUP INC NEW COM | $439,935 | $439,935 |
| MC CORMICK & CO INC COM NON-VTG | $290,443 | $290,443 |
| MEDTRONIC PLC COMMON STOCK | $533,328 | $533,328 |
| MERCK & CO INC NEW COM | $787,015 | $787,015 |
| META PLATFORMS INC COM | $1,595,652 | $1,595,652 |
| METTLER-TOLEDO INTL INC COM | $278,981 | $278,981 |
| MICROSOFT CORP COM | $2,626,639 | $2,626,639 |
| MONGODB INC CL A | $257,576 | $257,576 |
| NETFLIX INC COM STK | $902,676 | $902,676 |
| NORDSON CORP COM | $369,824 | $369,824 |
| NORTHERN TR CORP COM | $196,605 | $196,605 |
| NU HOLDINGS LTD | $781,371 | $781,371 |
| NUTANIX INC CL A CL A | $362,444 | $362,444 |
| NVIDIA CORP COM | $1,783,782 | $1,783,782 |
| OKTA INC CL A | $1,212,830 | $1,212,830 |
| ORACLE CORP COM | $552,980 | $552,980 |
| PALO ALTO NETWORKS INC COM | $244,750 | $244,750 |
| PHILIP MORRIS INTL COM STK NPV | $856,504 | $856,504 |
| PHILLIPS 66 COM | $760,762 | $760,762 |
| PINNACLE W. CAP CORP COM | $434,848 | $434,848 |
| PIONEER NAT RES CO COM | $797,874 | $797,874 |
| PLANET FITNESS INC CL A | $249,660 | $249,660 |
| PUB STORAGE COM | $445,300 | $445,300 |
| PURE STORAGE INC CL A | $415,439 | $415,439 |
| QUALCOMM INC COM | $757,427 | $757,427 |
| REPLIGEN CORP COM STK | $231,043 | $231,043 |
| ROCKWELL AUTOMATION | $203,364 | $203,364 |
| RYAN SPECIALTY HOLDINGS INC CL A COM | $229,297 | $229,297 |
| SEA LTD ADR | $357,413 | $357,413 |
| SERVICENOW INC COM | $2,288,321 | $2,288,321 |
| SHOPIFY INC CL A | $1,093,327 | $1,093,327 |
| SKYWORKS SOLUTIONS INC COM | $515,558 | $515,558 |
| SMUCKER J M CO COM NEW | $195,889 | $195,889 |
| SNOWFLAKE INC CL A | $1,503,445 | $1,503,445 |
| STANLEY BLACK & DECKER INC COM | $392,694 | $392,694 |
| STERIS PLC ORD | $322,080 | $322,080 |
| SYNOPSYS INC COM | $252,306 | $252,306 |
| TOAST INC COM | $230,259 | $230,259 |
| TORO CO COM | $325,406 | $325,406 |
| TRACTOR SUPPLY CO COM | $215,030 | $215,030 |
| TRADEWEB MKTS INC CL A | $235,379 | $235,379 |
| UBER TECHNOLOGIES INC COM | $955,874 | $955,874 |
| ULTA BEAUTY INC | $244,995 | $244,995 |
| ULTRAGENYX PHARMACEUTICAL INC COM | $480,208 | $480,208 |
| UNITEDHEALTH GROUP INC COM | $763,382 | $763,382 |
| US BANCORP | $538,403 | $538,403 |
| VEEVA SYS INC CL A COM | $329,209 | $329,209 |
| VERTIV HOLDINGS LLC COM | $1,577,353 | $1,577,353 |
| VICI PPTYS INC COM | $713,474 | $713,474 |
| VISA INC COM CL A STK | $1,510,290 | $1,510,290 |
| WATERS CORP COM | $355,568 | $355,568 |
| WELLS FARGO & CO NEW COM STK | $741,549 | $741,549 |
| WEST PHARMACEUTICAL SVCS INC COM | $130,284 | $130,284 |
| WILLIS TOWERS WATSON PLC COM | $418,964 | $418,964 |
| WORKDAY INC CL A COM | $343,695 | $343,695 |
| WYNN RESORTS LTD COM | $409,357 | $409,357 |
| XYLEM INC COM | $281,326 | $281,326 |
| ZSCALER INC COM | $432,042 | $432,042 |
| NTGI-QM COMMON DAILY ALL CTRY WORLD EX-US EQTY INDEX FD - LENDING | $74,164,396 | $74,164,396 |
| NTGI COM DAILY S&P500 EQTY INDEX-LENDING | $22,951,743 | $22,951,743 |
| DFA INVESTMENT DIMENSIONS GROUP INC US SMALL CAP | $15,285,162 | $15,285,162 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ARROWSTREET CAPITAL INTERNATIONAL ALLCAP EQUITY FUND | AT COST | $22,641,070 | $22,641,070 |
| BOYD WATTERSON GSA FUND LP | AT COST | $18,393,051 | $18,393,051 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OFFICE FURNITURE AND FIXTURES | CategoryOrItemTxt |
| Cost Or Other Basis | $538,095 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $174,676 | AccumulatedDepreciationAmt |
| Book Value | $363,419 | BookValueAmt |
| EOYFMV | $363,419 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $37,955 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $24,145 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INTEREST AND DIVIDENDS | $282,155 | $701,068 | $701,068 |
| PREPAID TAXES | $91,756 | $3,816 | $3,816 |
| RIGHT OF USE ASSET - OFFICE LEASE | $710,575 | $674,856 | $674,856 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES | $40,085 | $1,668 | $38,656 |
| INSURANCE | $16,205 | $0 | $16,372 |
| UTILITIES | $6,540 | $0 | $6,540 |
| JANITOR | $10,100 | $0 | $9,725 |
| TELEPHONE | $5,953 | $0 | $5,953 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN ON INVESTMENTS | $33,016,193 |
| BOOK/TAX DIFFERENCE ON INVESTMENTS | $549,155 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE LIABILITY - OFFICE LEASE | Desc |
| BOY Book Value | $715,237 | BOYBookValueAmt |
| EOY Book Value | $684,179 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT COUNSELING | $593,007 | $593,007 | $0 |
| CUSTODIAL FEES | $91,736 | $91,736 | $0 |
| CONSULTING FEES | $110,507 | $110,507 | $0 |
| TRUSTEE EXPENSE | $13,299 | $13,299 | $0 |
| INVESTMENT EXPENSES | $250,322 | $250,322 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $177,940 | $0 | $0 |
| FOREIGN TAXES | $169,417 | $169,417 | $0 |