8020 FOUNDATION TR: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- 8020 FOUNDATION TR (EIN 82-3518678)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-11
- IRS object ID
- 202443169349101879
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-11T14:23:23-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 351939627 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BADEN GAGE & SCHROEDER LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6920 POINTE INVERNESS WAY 300 | AddressLine1Txt |
| City | FORT WAYNE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 468047926 | 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 | 823518678 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 8020 FOUNDATION TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | 8020 | BusinessNameControlTxt |
| Phone | 2602121235 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 25537 | AddressLine1Txt |
| City | FORT WAYNE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46825 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN HAIFLEY | PersonNm |
| Person Title | FINANCE CHAIR | PersonTitleTxt |
| Phone | 2602121235 | PhoneNum |
| Signature | 2024-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MELISSA J WOLF CPA | PreparerPersonNm |
| PTIN | P01224592 | PTIN |
| Phone | 2604222551 | PhoneNum |
| Preparation | 2024-11-08 | 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 | $229,822,529 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $47,352 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $7,933,683 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,933,683 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,052,797 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $37,660,325 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $1,950 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $6,930,188 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,933,683 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $404,376 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,290 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $101,053 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $753,820 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $2,134 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $489,544 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $249,862 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $181,197 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $104,114 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $6,003 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $33,590 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,359 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $423,156 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $302,506 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $69,205 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $239 | InterestRevAndExpnssAmt |
| Taxes Rev And Expnss | $210,453 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $75,151 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $84,219 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $76,314 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $2,733 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $60,945 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $35,538 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $4,754 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $2,832 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $556,782 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $428,178 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,962,624 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $384,440 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,316,283 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,974,783 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,658,183 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,937,407 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $384,440 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,974,466 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,007,219 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,549,243 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $198,886 | CashBOYAmt |
| Cash EOY | $118,797 | CashEOYAmt |
| Cash EOYFMV | $118,797 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,411,827 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $364,783 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $364,783 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $117,431,537 | CorporateStockBOYAmt |
| Corporate Stock EOY | $113,324,961 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $113,324,961 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $89,493,264 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $113,743,035 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $113,743,035 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,466,806 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $169,545 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,324,455 | LandBOYAmt |
| Land EOY | $2,297,261 | LandEOYAmt |
| Land EOYFMV | $2,261,297 | LandEOYFMVAmt |
| Other Assets BOY | $66,490 | OtherAssetsBOYAmt |
| Other Assets EOY | $9,656 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $9,656 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $211,926,459 | TotalAssetsBOYAmt |
| Total Assets EOY | $229,858,493 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $229,822,529 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $170,700 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $315,488 | AccountsPayableEOYAmt |
| Grants Payable BOY | $3,954,682 | GrantsPayableBOYAmt |
| Grants Payable EOY | $4,218,781 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $24,664 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $75,039 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,150,046 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,609,308 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $207,776,413 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $225,249,185 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $207,776,413 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $225,249,185 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $211,926,459 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $229,858,493 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $207,776,413 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,007,219 | ExcessRevenueOverExpensesAmt |
| Other Increases | $22,479,991 | OtherIncreasesAmt |
| Subtotal | $225,249,185 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $225,249,185 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY HELD SECURITIES | P | 2022-12-31 | 2023-12-31 | $1,964,748 | $1,955,781 | $8,967 | $8,967 |
| PUBLICLY HELD SECURITIES | P | 2021-12-31 | 2023-12-31 | $35,627,082 | $36,757,341 | -$1,130,259 | -$1,130,259 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,052,797 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $8,967 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $104,934 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $104,934 | SubtotalAmt |
| Tax Based On Investment Income | $104,934 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $72,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $50,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $122,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $17,066 | OverpaymentAmt |
| Applied To ES Tax | $17,066 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | DONWOODFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | STEVEN GEORGE | IndividualWithBooksNm |
| Phone | 2602121235 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 25537 | AddressLine1Txt |
| City | FORT WAYNE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46825 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|
| GARY GATMAN | ||||||||
| P O BOX 25537 | FORT WAYNE | IN | 46825 | TRUSTEE | 4.00 | $27,500 | $0 | $0 |
| BRIAN EMERICK | ||||||||
| PO BOX 25537 | FORT WAYNE | IN | 46825 | SECRETARY | 4.00 | $27,500 | $0 | $0 |
| JOHN HAIFLEY | ||||||||
| PO BOX 25537 | FORT WAYNE | IN | 46825 | FINANCE CHAI | 4.00 | $27,500 | $0 | $0 |
| LAURA MACKNICK | ||||||||
| PO BOX 25537 | FORT WAYNE | IN | 46825 | EXECUTIVE DI | 35.00 | $199,376 | $22,500 | $0 |
| ASHLEY HARMAN | ||||||||
| PO BOX 25537 | FORT WAYNE | IN | 46825 | TRUSTEE | 4.00 | $27,500 | $0 | $0 |
| RODNEY STRACK | ||||||||
| PO BOX 25537 | FORT WAYNE | IN | 46825 | TRUSTEE | 4.00 | $27,500 | $0 | $0 |
| KRISTIN MARCUCCILLI | ||||||||
| PO BOX 25537 | FORT WAYNE | IN | 46825 | TRUSTEE | 4.00 | $27,500 | $0 | $0 |
| WHITNEY BANDEMER | ||||||||
| PO BOX 25537 | FORT WAYNE | IN | 46825 | CHAIR | 4.00 | $40,000 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| STEVEN GEORGE | |||||||
| PO BOX 25537 | FORT WAYNE | IN | 46825 | VP OF FINANC | 35.00 | $146,529 | $8,861 |
| PATRICK BUESCHING | |||||||
| PO BOX 25537 | FORT WAYNE | IN | 46825 | VP STRATEGIC | 35.00 | $119,392 | $30,000 |
| SUSAN ELIZABETH MENDENHALL | |||||||
| PO BOX 25537 | FORT WAYNE | IN | 46825 | VP OF PROGRA | 35.00 | $106,126 | $10,953 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHILLIPS FINANCIAL MANAGEMENT LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6920 POINTE INVERNESS WAY STE 230 | AddressLine1Txt |
| City | FORT WAYNE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46804 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MAN | ServiceTypeTxt |
| Compensation | $302,506 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE 80/20 FOUNDATION TRUST IS COMMITTED TO GROWING AND STRENGTHENING THE MANUFACTURING SECTOR IN THE MIDWEST REGION. THE FOUNDATION PARTNERS WITH VOCATIONAL SCHOOLS, COMMUNITY COLLEGES, CAREER ACADEMIES, TECHNICAL COLLEGES, FOUR-YEAR UNIVERSITIES, TRADE SCHOOLS AND RELATED COMMUNITY ORGANIZATIONS TO STRENGTHEN THE MANFACTURING SECTOR. DURING 2023, 9,481,624 WAS DISBURSED TO SIXTY-TWO CHARITABLE ORGANIZATIONS FOR THE SCHOLARSHIPS, CAPITAL EXPENDITURES AND PROGRAM DEVELOPMENT. AT 12.31.2023, 3,536,804 IS PLEDGED FOR FUTURE PERIODS. | Description1Txt |
| Expenses1 | $9,974,466 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $216,438,101 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,835,913 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,303,202 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $220,577,216 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $220,577,216 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,308,658 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $217,268,558 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,863,428 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,863,428 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $104,934 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $104,934 | TotalTaxAmt |
| Distributable Before Adj | $10,758,494 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $10,758,494 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $10,758,494 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,974,466 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $9,974,466 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,758,494 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $8,132,509 | UndistributedIncomePYAmt |
| Qualifying Distributions | $9,974,466 | QualifyingDistributionsAmt |
| Applied To Year1 | $8,132,509 | AppliedToYear1Amt |
| Applied To Current Year | $1,841,957 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $8,916,537 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | 8020 FOUNDATION TRUST | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 25537 | AddressLine1Txt |
| City | FORT WAYNE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46825 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2602121235 | RecipientPhoneNum |
| Recipient Email Address | INFO@DONWOODFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | REQUEST AN APPLICATION AT THE ADDRESS ABOVE OR THROUGH THE WEBSITE WWW.DONWOODFOUNDATION.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | GRANT PROPOSALS ARE ACCEPTED ON A ROLLING BASIS. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE 80/20 FOUNDATION TRUST SUPPORTS INDIVIDUALS AND INSTITUTIONS IN THE TRAINING AND EDUCATION IN THE AREAS OF INDUSTRIAL TECHNOLOGY MACHINE TOOL TECHNOLOGY ENGINEERING TECHNOLOGY SALES ENTREPRENEURISM LEADERSHIP | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (65 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| WHITLEY COUNTY COMMUNITY FOUNDATION | ||||||||
| 400 N WHITLEY STREET | COLUMBIA CITY | IN | 46992 | NONE | PC | MANUFACTURING YOUR FUTURE SCHOLARSHI | $100,000 | |
| TROY SCHOOL | ||||||||
| 1811 EAST BUSINESS 30 | COLUMBIA CITY | IN | 46725 | NONE | PC | TROY ADVANCED MANUFACTURING CTE SCHO | $26,813 | |
| SOUTHWEST ALLEN COUNTY SCHOOLS | ||||||||
| 4824 HOMESTEAD RD | FORT WAYNE | IN | 46814 | NONE | PC | SACS INDUSTRIAL TECHNOLOGY | $192,000 | |
| DEKALB COUNTY CENTRAL UNITED SCHOO | ||||||||
| 3326 CO RD 427 | WATERLOO | IN | 46793 | NONE | PC | BARON ADVANCED MANUFACTURING PROGRAM | $200,000 | |
| BE NOBLE INC | ||||||||
| 110 S ORANGE ST | ALBION | IN | 46701 | NONE | PC | ENGAGE NOBLE | $35,000 | |
| OHIO NORTHERN UNIVERSITY | ||||||||
| 525 S MAIN ST | ADA | OH | 45810 | NONE | PC | PROGRAM SUPPORT | $525,000 | |
| TAYLOR UNIVERSITY | ||||||||
| 1846 S MAIN ST | UPLAND | IN | 46989 | NONE | PC | BS IN MECH. ENGINEERING W/ CERTIFCAT | $1,000,000 | |
| COMMUNITY FOUNDATION OF NOBLE COUNT | ||||||||
| 103 W 3RD ST | LIGONIER | IN | 46767 | NONE | PC | IGNITE YOUR FUTURE PILOT PROGRAM | $125,000 | |
| COMMUNITY FOUNDATION OF GRANT COUNT | ||||||||
| 505 W 3RD ST | MARION | IN | 46952 | NONE | PC | IGNITE YOUR FUTURE PILOT PROGRAM | $113,400 | |
| ADAMS COUNTY COMMUNITY FOUNDATION | ||||||||
| 102 N 2ND ST | DECATUR | IN | 46733 | NONE | PC | IGNITE YOUR FUTURE PILOT PROGRAM | $125,000 | |
| COMMUNITY FOUNDATION OF HUNTINGTON | ||||||||
| 356 W PARK DR | HUNTINGTON | IN | 46750 | NONE | PC | IGNITE YOUR FUTURE PILOT PROGRAM | $125,000 | |
| COMMUNITY FOUNDATION OF DEKALB COUN | ||||||||
| 700 MAIN ST | AUBURN | IN | 46706 | NONE | PC | IGNITE YOUR FUTURE PILOT PROGRAM | $99,035 | |
| WELLS COUNTY FOUNDATION | ||||||||
| 222 W MARKET ST | BLUFFTON | IN | 46714 | NONE | PC | IGNITE YOUR FUTURE PILOT PROGRAM | $105,000 | |
| LAGRANGE COUNTY COMMUNITY FOUNDATIO | ||||||||
| 0045 N 250 W | LAGRANGE | IN | 46761 | NONE | PC | IGNITE YOUR FUTURE PILOT PROGRAM | $125,000 | |
| COMMUNITY FOUNDATION OF WABASH COUN | ||||||||
| 220 E MAIN ST | NORTH MANCHESTER | IN | 46962 | NONE | PC | IGNITE YOUR FUTURE PILOT PROGRAM | $125,000 | |
| NORTHEAST INDIANA INNOVATION CENTER | ||||||||
| 3201 STELLHORN RD | FORT WAYNE | IN | 46815 | NONE | PC | PROGRAM SUPPORT | $66,580 | |
| CICP FOUNDATION INC | ||||||||
| 1210 WATERWAY BLVD | INDIANAPOLIS | IN | 46202 | NONE | PC | PROGRAM SUPPORT | $64,000 | SUITE 5000 |
| LAST MILE EDUCATION FUND | ||||||||
| 2770 ARAPAHOE RD | LAFAYETTE | CO | 80026 | NONE | PC | PROGRAM SUPPORT | $50,000 | SUITE 132 BOX 512 |
| KATE'S KART | ||||||||
| 10376 LEO RD | FORT WAYNE | IN | 46825 | NONE | PC | 2023 ICE CREAM SOCIAL AND LEGO DAY | $18,000 | |
| GARRETT-KEYSER-BUTLER EDUCATION FOU | ||||||||
| PO BOX 286 | GARRETT | IN | 46738 | NONE | PC | GARRETT MIDDLE SCHOOL CAREER DEVELOP | $240,068 | |
| WHITE'S RESIDENTIAL AND FAMILY SERV | ||||||||
| 9850 WESTPOINT DR 300 | INDIANAPOLIS | IN | 46256 | NONE | PC | CTE RESIDENTIAL ACADEMY FEASIBILITY | $65,000 | |
| INSPIRE SUCCESS | ||||||||
| 85 E CEDAR ST | ZIONSVILLE | IN | 46077 | NONE | PC | CTE DATA VISUALIZATION PROJECT | $20,500 | |
| THE STEM CONNECTION | ||||||||
| 5407 MOORE RD | INDIANAPOLIS | IN | 46278 | NONE | PC | STEM EDUCATION FOR NORTHEAST INDIANA | $43,000 | |
| SME EDUCATION FOUNDATION | ||||||||
| 1000 TOWN CENTER | SOUTHFIELD | MI | 48075 | NONE | PC | SME EDUCATION FOUNDATION SCHOLARSHIP | $50,000 | SUITE 1910 |
| INSPIRATION MINISTRIES INC | ||||||||
| 136 W MAIN ST | BUTLER | IN | 46721 | NONE | PC | KENDALLVILLE WORKFORCE PIPELINE | $269,105 | |
| COMMUNITY FOUNDATION DEKALB COUNTY | ||||||||
| 700 MAIN ST | AUBURN | IN | 46706 | NONE | PC | TRANSFORMING COMMUNITIES: A NONPROF | $22,700 | |
| PURDUE UNIVERSITY FORT WAYNE | ||||||||
| 2101 E COLISEUM BLVD | FORT WAYNE | IN | 46805 | NONE | PC | PFW STEM CAMPS | $10,000 | |
| RESPECTTEAM | ||||||||
| PO BOX 309 | HUNTERTOWN | IN | 46748 | NONE | PC | RESPECTTEAM LEADERSHIP INITIATIVES | $895 | |
| CAMP STEAM AHEAD | ||||||||
| 1205 STONERIDGE DRIVE | COLUMBIA CITY | IN | 46725 | NONE | PC | STEAM SUMMER CAMP | $12,000 | |
| QUESTA EDUCATION FOUNDATION | ||||||||
| 6502 CONSTITUTION DRIVE | FORT WAYNE | IN | 46804 | NONE | PC | COMPREHENSIVE NORTHEAST INDIANA ECOS | $24,000 | |
| BLUFFTON HARRISON MSD | ||||||||
| 805 HARRISON RD | BLUFFTON | IN | 46714 | NONE | PC | AREA 18 - BLUFFTON HARRISON | $200,000 | |
| BLUFFTON HARRISON MSD | ||||||||
| 805 HARRISON RD | BLUFFTON | IN | 46714 | NONE | PC | AREA 18 - JAY COUNTY ALTERNATIVE SCH | $35,000 | |
| BLUFFTON HARRISON MSD | ||||||||
| 805 HARRISON RD | BLUFFTON | IN | 46714 | NONE | PC | AREA 18 - NORTHERN WELLS | $480,000 | |
| CENTRAL NINE CAREER CENTER | ||||||||
| 1999 US 31 S | GREENWOOD | IN | 46143 | NONE | PC | NEXT GENERATION MANUFACTURING SYSTEM | $256,600 | |
| BLUFFTON HARRISON MSD | ||||||||
| 805 HARRISON RD | BLUFFTON | IN | 46714 | NONE | PC | AREA 18 - SOUTHERN WELLS | $235,000 | |
| QUESTA FOUNDATION FOR EDUCATION IN | ||||||||
| 6502 CONSTITUTION DRIVE | FORT WAYNE | IN | 46804 | NONE | PC | INSPIRING NE IN RESIDENTS W/EDUCATIO | $50,000 | |
| LAUNCH HOPE FOUNDATION INC | ||||||||
| 4600 SUNSET AVENUE | INDIANAPOLIS | IN | 46208 | NONE | PC | ENTREPRENEURSHIP EDUCATION & BUSINES | $28,500 | |
| URBAN ENTERPRISE ASSOCIATION DBA | ||||||||
| 1830 WAYNE TRACE | FORT WAYNE | IN | 46803 | NONE | PC | NEXT STUDIOS DISCOVERY ACCELERATOR | $10,500 | |
| HUNTINGTON UNIVERSITY INC | ||||||||
| 2303 COLLEGE AVE | HUNTINGTON | IN | 46750 | NONE | PC | MECHANICAL ENGINEERING TECHNOLOGY PL | $25,000 | |
| GREATER FORT WAYNE INC | ||||||||
| 200 E MAIN STREET | FORT WAYNE | IN | 46802 | NONE | PC | BRIDGE PROGRAM | $23,700 | SUITE 800 |
| GRACE SCHOOLS | ||||||||
| 1 LANCER WAY | WINONA LAKE | IN | 46590 | NONE | PC | GRACE ENGINEERING 2.0 | $443,240 | |
| NORTHEAST INDIANA INNOVATION CENTER | ||||||||
| 3201 STELLHORN RD | FORT WAYNE | IN | 46815 | NONE | PC | ENTREPRENEURISM FOR ALL PHASE 1 | $262,725 | |
| TEENWORKS | ||||||||
| 2820 N MERIDIAN ST | INDIANAPOLIS | IN | 46805 | NONE | PC | TEENWORKS AND CATAPULT PARTNERSHIP M | $25,000 | SUITE 1250 |
| NORTHWEST ALLEN COUNTY SCHOOLS | ||||||||
| 13119 COLDWATER RD | FORT WAYNE | IN | 46845 | NONE | PC | NORTHERN INDIANA SUPERINTENDENT'S CL | $10,000 | |
| SCIENCE CENTRAL | ||||||||
| 1950 N CLINTON ST | FORT WAYNE | IN | 46805 | NONE | PC | TODAY'S OBSERVERS, TOMORROW'S SCIENT | $12,060 | |
| JUNIOR ACHIEVEMENT OF NORTHERN INDI | ||||||||
| 550 E WALLEN RD | FORT WAYNE | IN | 46825 | NONE | PC | JA JOBSPARK & JA JOBSPARK VIRTUAL 20 | $25,000 | |
| EAST ALLEN COUNTY SCHOOLS - CAREER | ||||||||
| 1065 WOODMERE DR | NEW HAVEN | IN | 46774 | NONE | PC | EV GO-CART TEAM | $15,000 | |
| ADAMS COUNTY COMMUNITY FOUNDATION | ||||||||
| 102 N 2ND ST | DECATUR | IN | 46733 | NONE | PC | PRECISION MACHINES "BOAST TAGS" | $7,000 | |
| COMMUNITY FOUNDATION OF GREATER FOR | ||||||||
| 555 E WAYNE ST | FORT WAYNE | IN | 46802 | NONE | PC | WOMEN'S FUND ECONOMIC SECURITY INITI | $25,000 | |
| TEENWORKS | ||||||||
| 2820 N MERIDIAN ST | INDIANAPOLIS | IN | 46805 | NONE | PC | TEENWORKS & CATAPULT PARTNERSHIP FOR | $25,000 | SUITE 1250 |
| ADAMS COUNTY COMMUNITY FOUNDATION | ||||||||
| 102 N 2ND ST | DECATUR | IN | 46733 | NONE | PC | 8TH GRADE LIT-STEM SCHOLARSHIP | $6,000 | |
| NEXT STUDIOS | ||||||||
| 1220 WATERWAY BLVD | INDIANAPOLIS | IN | 46202 | NONE | PC | CATALYZE NORTHEAST INDIANA | $24,000 | SUITE H123 |
| TEKVENTURE INCORPORATED | ||||||||
| 1830 WAYNE TRACE | FORT WAYNE | IN | 46803 | NONE | PC | MOVE TO THE FORT WAYNE ENTERPRISE CE | $10,000 | |
| BELIEVE IN A DREAM INC | ||||||||
| PO BOX 10511 | FORT WAYNE | IN | 46852 | NONE | PC | TECH FOR TOMORROW | $50,000 | |
| LAST MILE EDUCATION FUND | ||||||||
| 2770 ARAPAHOE RD | LAFAYETTE | CO | 80026 | NONE | PC | PROGRAM SUPPORT | -$46,508 | SUITE 132 BOX 512 |
| COMMUNITY FOUNDATION OF WABASH COUN | ||||||||
| 220 E MAIN ST | NORTH MANCHESTER | IN | 46962 | NONE | PC | HEARTLAND CAREER CENTER - ADULT CERT | -$490,934 | |
| YMCA OF GREATER FORT WAYNE | ||||||||
| 347 W BERRY ST | FORT WAYNE | IN | 46802 | NONE | PC | ENTERPRISE ZONE - ARCHITECTURE AND C | -$250,000 | SUITE 500 |
| STEUBEN COUNTY ECONOMIC DEVELOPMENT | ||||||||
| 907 S WAYNE ST | INDIANAPOLIS | IN | 46703 | NONE | PC | PRE-MANUFACTURING ACADEMY Q12021 | -$36,000 | ANGOLA |
| YMCA OF GREATER FORT WAYNE | ||||||||
| 347 W BERRY ST | FORT WAYNE | IN | 46802 | NONE | PC | ENTERPRISE ZONE | $250,000 | SUITE 500 |
| INDIANA INSTITUTE OF TECHNOLOGY IN | ||||||||
| 1600 E WASHINGTON BLVD | FORT WAYNE | IN | 46803 | NONE | PC | ZOLLNER ENGINEERING CENTER RENOVATIO | $791,895 | |
| 16 TECH | ||||||||
| 1220 WATERWAY BLVD | INDIANAPOLIS | IN | 46202 | NONE | PC | CO-DESIGNING PROSPERITY & MANUFACTUR | $200,000 | |
| JUNIOR ACHIEVEMENT OF NORTHERN INDI | ||||||||
| 550 E WALLEN RD | FORT WAYNE | IN | 46825 | NONE | PC | JA ENTREPRENEURSHIP PATHWAY PAYMENT | $212,585 | |
| INDIANA WESLEYAN UNIVERSITY | ||||||||
| 4201 S WASHINGTON ST | MARION | IN | 46953 | NONE | PC | IWU SCHOOL OF ENGINEERING EQUIPMENT | $702,173 | |
| WHITKO COMMUNITY SCHOOL | ||||||||
| 710 N ST 5 - SUITE B | LARWILL | IN | 46764 | NONE | PC | WHITKO CAREER ACADAMY START UP FUNDS | $973,551 | |
| WHITKO SCHOOL CORPORATION | ||||||||
| 710 N ST 5 - SUITE B | LARWILL | IN | 46764 | NONE | PC | CAPITAL FUNDING FOR WHITKO CAREER AC | $90,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,658,183 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| WHITLEY COUNTY COMMUNITY FOUNDATION | |||||||
| 400 N WHITLEY STREET | COLUMBIA CITY | IN | 46992 | NONE | PC | MANUFACTURING YOUR FUTURE SCHOLARSHI | $100,000 |
| TROY SCHOOL | |||||||
| 1811 EAST BUSINESS 30 | COLUMBIA CITY | IN | 46725 | NONE | PC | TROY ADVANCED MANUFACTURING CTE SCHO | $37,538 |
| DEKALB COUNTY CENTRAL UNITED SCHOO | |||||||
| 3326 CO RD 427 | WATERLOO | IN | 46793 | NONE | PC | BARON ADVANCED MANUFACTURING PROGRAM | $300,000 |
| BE NOBLE INC | |||||||
| 110 S ORANGE ST | ALBION | IN | 46701 | NONE | PC | ENGAGE NOBLE | $45,000 |
| OHIO NORTHERN UNIVERSITY | |||||||
| 525 S MAIN ST | ADA | OH | 45810 | NONE | PC | PROGRAM SUPPORT | $525,000 |
| TAYLOR UNIVERSITY | |||||||
| 1846 S MAIN ST | UPLAND | IN | 46989 | NONE | PC | BS IN MECH. ENGINEERING W/ CERTIFCAT | $996,702 |
| COMMUNITY FOUNDATION OF NOBLE COUNT | |||||||
| 103 W 3RD ST | LIGONIER | IN | 46767 | NONE | PC | IGNITE YOUR FUTURE PILOT PROGRAM | $125,000 |
| COMMUNITY FOUNDATION OF GRANT COUNT | |||||||
| 505 W 3RD ST | MARION | IN | 46952 | NONE | PC | IGNITE YOUR FUTURE PILOT PROGRAM | $113,400 |
| ADAMS COUNTY COMMUNITY FOUNDATION | |||||||
| 102 N 2ND ST | DECATUR | IN | 46733 | NONE | PC | IGNITE YOUR FUTURE PILOT PROGRAM | $125,000 |
| COMMUNITY FOUNDATION OF HUNTINGTON | |||||||
| 356 W PARK DR | HUNTINGTON | IN | 46750 | NONE | PC | IGNITE YOUR FUTURE PILOT PROGRAM | $125,000 |
| COMMUNITY FOUNDATION OF DEKALB COUN | |||||||
| 700 MAIN ST | AUBURN | IN | 46706 | NONE | PC | IGNITE YOUR FUTURE PILOT PROGRAM | $99,035 |
| WELLS COUNTY FOUNDATION | |||||||
| 222 W MARKET ST | BLUFFTON | IN | 46714 | NONE | PC | IGNITE YOUR FUTURE PILOT PROGRAM | $105,000 |
| LAGRANGE COUNTY COMMUNITY FOUNDATIO | |||||||
| 0045 N 250 W | LAGRANGE | IN | 46761 | NONE | PC | IGNITE YOUR FUTURE PILOT PROGRAM | $125,000 |
| COMMUNITY FOUNDATION OF WABASH COUN | |||||||
| 220 E MAIN ST | NORTH MANCHESTER | IN | 46962 | NONE | PC | IGNITE YOUR FUTURE PILOT PROGRAM | $125,000 |
| BLUE JACKET | |||||||
| 2826 CALHOUN ST | FORT WAYNE | IN | 46807 | NONE | PC | STRENGTHENING BLUE JACKET'S WORKFORC | $310,129 |
| BOYS & GIRLS CLUB OF HUNTINGTON COU | |||||||
| 608 E STATE ST | HUNTINGTON | IN | 46750 | NONE | PC | ENTREPRENUERSHIP & WORKFORCE READINE | $250,000 |
| BELIEVE IN A DREAM | |||||||
| PO BOX 10511 | FORT WAYNE | IN | 46852 | NONE | PC | YOUTH ENTREPRENUERSHIP RE-IMAGINED | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $3,536,804 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,933,683 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$1,052,797 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD REDEMPTION | Desc |
| Related Or Exempt Function Incm | $1,950 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $6,880,886 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,950 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,882,836 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONALD F WOOD ESTATE | BusinessNameLine1Txt |
| Business Name Line2 | LAKE CITY BANK TRUSTEE | BusinessNameLine2Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6851 W JEFFERSON BLVD | AddressLine1Txt |
| City | FORT WAYNE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46804 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $47,144 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ACCOUNTING SERVICES, TAX PREP | $24,990 | $2,499 |
| ATTEST SERVICES | $8,600 | $860 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (50 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| LENOVO - 2 DSKTP 1 LPTP | 2019-01-23 | $5,468 | $4,283 | S/L | 5.0000 | $1,094 |
| LENOVO THINKPAD & ACCESS. | 2019-07-29 | $2,594 | $1,773 | S/L | 5.0000 | $519 |
| HP PRINTER | 2020-01-27 | $2,200 | $843 | STRAIGHT LINE | 5.0000 | |
| CHAIRS | 2020-08-11 | $6,503 | $1,316 | STRAIGHT LINE | 7.0000 | |
| LENOVO THINKPAD NOTEBOOK | 2020-08-18 | $1,941 | $517 | STRAIGHT LINE | 5.0000 | |
| LENOVO THINKPAD PRO | 2021-02-01 | $2,254 | $413 | STRAIGHT LINE | 5.0000 | |
| LENOVO THINKPAD | 2021-08-18 | $2,154 | $144 | STRAIGHT LINE | 5.0000 | |
| LENOVO THINKPAD | 2021-08-26 | $2,129 | $142 | STRAIGHT LINE | 5.0000 | |
| LENOVO THINKPAD | 2021-08-26 | $2,623 | $175 | STRAIGHT LINE | 5.0000 | |
| LENOVO THINKPAD | 2021-08-26 | $2,623 | $175 | STRAIGHT LINE | 5.0000 | |
| LENOVO THINKPAD | 2021-08-26 | $2,623 | $175 | STRAIGHT LINE | 5.0000 | |
| SERVER CABINET | 2021-09-14 | $1,182 | $79 | STRAIGHT LINE | 5.0000 | |
| 2 - 48 PORT POE + SWITCHES | 2021-09-14 | $2,025 | $135 | STRAIGHT LINE | 5.0000 | |
| 2U RACK 100 V AC INPUT | 2021-09-01 | $1,339 | $89 | STRAIGHT LINE | 5.0000 | |
| HP PRINTER | 2020-01-27 | $2,200 | $1,283 | S/L | 5.0000 | $440 |
| LENOVO THINKPAD NOTEBOOK | 2020-08-18 | $1,941 | $906 | S/L | 5.0000 | $388 |
| LENOVO THINKPAD PRO | 2021-02-01 | $2,254 | $864 | S/L | 5.0000 | $451 |
| LAND | 2021-03-29 | $293,800 | ||||
| LENOVO THINKPAD (JULIE) | 2021-08-18 | $2,154 | $574 | S/L | 5.0000 | $431 |
| LENOVO THINKPAD (CONFERENCE) | 2021-08-26 | $2,129 | $568 | S/L | 5.0000 | $425 |
| LENOVO THINKPAD (LAUREN) | 2021-08-26 | $2,623 | $699 | S/L | 5.0000 | $525 |
| LENOVO THINKPAD (CARMEN) | 2021-08-26 | $2,623 | $699 | S/L | 5.0000 | $525 |
| LENOVO THINKPAD (PATRICK) | 2021-08-26 | $2,623 | $699 | S/L | 5.0000 | $525 |
| BUILDING | 2022-01-04 | $1,521,681 | $38,308 | S/L | 40.0000 | $38,042 |
| WALL PAINTING/DECOR | 2022-01-04 | $136,355 | $9,090 | S/L | 15.0000 | $9,091 |
| DONATED LAND | 2022-01-04 | $39,500 | ||||
| SECURITY SYSTEM | 2022-01-04 | $31,714 | $3,171 | S/L | 10.0000 | $3,172 |
| FIRE PROTECITON SYSTEM | 2022-01-04 | $7,501 | $750 | S/L | 10.0000 | $750 |
| CAMERAS | 2022-01-04 | $14,944 | $1,494 | S/L | 10.0000 | $1,495 |
| MONUMENT SIGN | 2022-01-04 | $14,890 | $993 | S/L | 15.0000 | $992 |
| FLOORING | 2022-01-04 | $68,000 | $4,533 | S/L | 15.0000 | $4,534 |
| MIRRORS | 2022-01-04 | $1,900 | $190 | S/L | 10.0000 | $190 |
| APPLIANCES | 2022-01-04 | $7,140 | $714 | S/L | 10.0000 | $714 |
| COUNTERTOPS | 2022-01-04 | $37,140 | $3,714 | S/L | 10.0000 | $3,714 |
| HVAC | 2022-01-04 | $67,400 | $4,493 | S/L | 15.0000 | $4,494 |
| (2) UPHOLSTERED BENCHES | 2022-01-04 | $3,906 | $391 | S/L | 10.0000 | $390 |
| (2) UPHOLSTERED LOUNGE CHAIRS | 2022-01-04 | $9,292 | $929 | S/L | 10.0000 | $929 |
| LINKING DRUM TABLE | 2022-01-04 | $1,466 | $147 | S/L | 10.0000 | $146 |
| (2) UPHOLSTERED ARMLESS CLUB CHAIR | 2022-01-04 | $2,614 | $261 | S/L | 10.0000 | $262 |
| (2) UPHOLSTERED CLUB CHAIR W/ WOOD ARM CAP | 2022-01-04 | $3,134 | $313 | S/L | 10.0000 | $314 |
| ROUND END TABLE | 2022-01-04 | $1,774 | $177 | S/L | 10.0000 | $178 |
| CUSTOM HEIGHT ADJUSTABLE BOAT SHAPED TABLE | 2022-01-04 | $1,790 | $179 | S/L | 10.0000 | $179 |
| 2 LEG HEIGHT ADJUSTABLE TABLE BASE | 2022-01-04 | $3,288 | $329 | S/L | 10.0000 | $329 |
| SERVER CABINET | 2021-09-14 | $1,182 | $315 | S/L | 5.0000 | $237 |
| 2 - 48 PORT POE + SWITCHES | 2021-09-14 | $2,025 | $540 | S/L | 5.0000 | $405 |
| 2U RACK 100 V AC INPUT | 2021-09-01 | $1,339 | $357 | S/L | 5.0000 | $268 |
| KEYSTONE SAFE | 2022-02-08 | $4,269 | $559 | S/L | 7.0000 | $610 |
| BUILDING IMPROVEMENTS | 2022-10-31 | $88,161 | $980 | S/L | 15.0000 | $5,877 |
| SECURITY SYSTEM | 2022-12-14 | $6,323 | $53 | S/L | 10.0000 | $632 |
| WALL ART/PAINTING | 2023-09-01 | $42,842 | S/L | 15.0000 | $952 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BOND FUND | $35,489,723 | $35,489,723 |
| FIXED INCOME ETP | $32,409,285 | $32,409,285 |
| BONDS | $8,519,102 | $8,519,102 |
| ACCRUED INTEREST | $103,443 | $103,443 |
| OTHER HOLDINGS | $37,221,482 | $37,221,482 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITY ETPS | $111,713,921 | $111,713,921 |
| OTHER ETP | $1,611,040 | $1,611,040 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| FURNITURE AND EQUIPMENT | $455,994 | $85,386 | $370,608 | $227,997 |
| CONSTRUCTION IN PROGRESS | $24,828 | $24,828 | ||
| BUILDING | $1,652,684 | $84,159 | $1,568,525 | $1,700,000 |
| LAND | $333,300 | $333,300 | $333,300 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (4 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| LEGAL FEES SHAMBAUGH KAST | $13,351 | $6,003 |
| LEGAL FEES BECKMAN LAWSON | $2,015 | |
| LEGAL FEES BARRETT MCNAGNY | $88,298 | |
| LEGAL FEES CHARITABLE ALLIES | $450 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PREPAID EXPENSES | $58,826 | $607 | $607 |
| RIGHT OF USE ASSETS | $7,664 | $9,049 | $9,049 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (18 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| BANK FEES | $381 | |
| EQUIPMENT RENTAL/MAINTENTANCE | $4,818 | |
| INSURANCE GENERAL | $50,545 | |
| INTERNET | $7,013 | $4,512 |
| MARKETING | $122,146 | $122,146 |
| MISC EXPENSES | $7,185 | |
| POSTAGE | $979 | $630 |
| SOFTWARE | $33,203 | $21,361 |
| SUBSCRIPTIONS | $31,055 | $27,600 |
| SUPPLIES | $35,326 | $32,885 |
| TELEPHONE | $14,200 | $9,136 |
| GRANT TRACKING SOFTWARE | $47,283 | $47,283 |
| COMPUTER AND SMALL EQUIPMENT | $28,410 | |
| EVENTS AND SPONSORSHIPS | $2,085 | $2,085 |
| PAYROLL PROCESSING | $31,802 | $20,459 |
| WEBSITE DOMAIN AND REGISTRATI | $501 | $501 |
| GRANT RESEARCH | $139,850 | $139,580 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD REDEMPTION | Desc |
| Revenue And Expenses Per Books | $1,950 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CHANGE IN PRESENT VALUE OF PLEDGES PAYABLE | $16,500 |
| UNREALIZED GAIN/LOSS | $22,463,491 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| EXCISE TAX PAYABLE | $17,000 | $66,000 |
| LEASE LIABILITY | $7,664 | $9,039 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $302,506 | $302,506 | |
| IT SERVICES | $37,225 | ||
| LEADERSHIP TRAINING | $10,740 | ||
| CONTRACT SERVICES | $3,000 | ||
| ARCHITECTURAL CONSULTING | $480 | ||
| GRANT CONSULTING | $69,205 | $69,205 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE TAX | $135,302 | |
| FOREIGN TAX PAID | $75,151 | $75,151 |