THE DOUGLAS & ANGELA BRALY FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE DOUGLAS & ANGELA BRALY FAMILY FOUNDATION (EIN 37-6553888)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-08
- IRS object ID
- 202321289349101787
- Schema version
- 2022v5.0
- 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 Stock Schedule
- Other Decreases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-08T11:38:58-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORVIS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 N BROADWAY SUITE 600 | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 631022733 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 376553888 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Douglas & Angela Braly Family Foundation | BusinessNameLine1Txt |
| Business Name Line2 | C/O Douglas A Braly and Angela F Braly | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DOUGLAS & ANGELA BRALY | InCareOfNm |
| Business Name Control | DOUG | BusinessNameControlTxt |
| Phone | 3177220901 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4000 Royal Marco Way Suite 824 | AddressLine1Txt |
| City | Marco Island | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34145 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DOUGLAS BRALY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3177220901 | PhoneNum |
| Signature | 2023-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DOUGLAS | PersonFirstNm |
| Person Last | BRALY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Donna J Larson | PreparerPersonNm |
| PTIN | P00043751 | PTIN |
| Phone | 3142315544 | PhoneNum |
| Preparation | 2023-05-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,069,304 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,066,892 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $141,589 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $141,589 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $93,111 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $371,992 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $93,111 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,301,592 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $234,700 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $4,895 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,448 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,447 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,137 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $902 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $6,032 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,350 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,447 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $464,950 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $464,950 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $470,982 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,350 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $467,397 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $830,610 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $231,350 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $39,854 | CashBOYAmt |
| Cash EOY | $52,792 | CashEOYAmt |
| Cash EOYFMV | $52,792 | CashEOYFMVAmt |
| Corporate Stock BOY | $3,375,591 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,731,766 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,016,512 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,415,445 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,784,558 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,069,304 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,415,445 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,784,558 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,415,445 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,784,558 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,415,445 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,784,558 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,415,445 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $830,610 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,246,055 | SubtotalAmt |
| Other Decreases | $461,497 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,784,558 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| GOLDMAN SACHS | $365,012 | $271,801 | $93,211 | $93,211 |
| GOLDMAN SACHS 2 | $6,983 | $7,083 | -$100 | -$100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $93,111 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,216 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,216 | SubtotalAmt |
| Tax Based On Investment Income | $3,216 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,080 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $2,080 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,136 | TaxDueAmt |
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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOUGLAS & ANGELA BRALY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3177220901 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | UNIT 824 4000 ROYAL MARCO WAY | AddressLine1Txt |
| City | Marco Island | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34145 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| Douglas A Braly | ||||||||
| 4000 Royal Marco Way | Marco Island | FL | 34145 | Trustee | 0.25 | $0 | $0 | $0 |
| Angela F Braly | ||||||||
| 4000 Royal Marco Way | Marco Island | FL | 34145 | Trustee | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,163,541 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $88,084 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,251,625 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,251,625 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $153,774 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,097,851 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $504,893 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $504,893 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,216 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,216 | TotalTaxAmt |
| Distributable Before Adj | $501,677 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $501,677 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $501,677 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $467,397 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $467,397 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $501,677 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $132,835 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $118,140 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $380,826 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $654,641 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,286,442 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $467,397 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $467,397 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $34,280 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $34,280 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,252,162 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,252,162 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $98,555 | ExcessFromYear4Amt |
| Excess From Year3 | $118,140 | ExcessFromYear3Amt |
| Excess From Year2 | $380,826 | ExcessFromYear2Amt |
| Excess From Year1 | $654,641 | ExcessFromYear1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DOUGLAS A ANGELA F BRALY | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| NETWORK OF ENLIGHTENED WOMEN | ||||||||
| 1513 16TH STREET NW | WASHINGTON | DC | 20036 | NONE | PC | EDUCATIONAL PURPOSES | $15,000 | |
| GIRL SCOUTS OF CENTRAL INDIANA | ||||||||
| 2611 WATERFRONT PARKWAY EAST DRIVE | INDIANAPOLIS | IN | 46214 | NONE | PC | LEADERSHIP & LEARNING CENTER | $1,000 | SUITE 100 |
| INDIANAPOLIS SYMPHONY ORCHESTRA | ||||||||
| 32 E WASHINGTON ST | INDIANAPOLIS | IN | 462042919 | NONE | PC | SUPPORT OF THE ARTS | $1,000 | SUITE 600 |
| POLICY CIRCLE | ||||||||
| 101 W OHIO STREET | INDIANAPOLIS | IN | 46204 | NONE | PC | EDUCATION | $100,000 | SUITE 1350 |
| WESTMINISTER NEIGHBORHOOD | ||||||||
| 445 N STATE AVE | INDIANAPOLIS | IN | 46201 | NONE | PC | HUMAN SERVICES | $1,000 | |
| TEENWORKS | ||||||||
| PO BOX 40177 | INDIANAPOLIS | IN | 46240 | NONE | PC | EDUCATION | $65,000 | |
| UNITED WAY OF CENTRAL INDIANA | ||||||||
| 2955 NORTH MERIDIAN STREET | INDIANAPOLIS | IN | 46208 | NONE | PC | CHARITABLE ORGANIZATION | $10,000 | SUITE 300 |
| INDIANA HUMANITIES | ||||||||
| 1500 NORTH DELAWARE STREET | INDIANAPOLIS | IN | 46202 | NONE | PC | HUMANITARIAN EFFORTS | $1,000 | |
| ALLISON'S HOPE FOUNDATION | ||||||||
| 607 W 28TH ST APT 518 | MINNEAPOLIS | MN | 55408 | NONE | PC | PHILANTHROPY | $2,500 | |
| 4WORD | ||||||||
| 4516 LOVERS LANE SUITE 205 | DALLAS | TX | 75225 | NONE | PC | HUMAN SERVICES | $5,000 | |
| THE MIND TRUST | ||||||||
| 1630 N MERIDIAN ST SUITE 450 | INDIANAPOLIS | IN | 46202 | NONE | PC | EDUCATION | $10,000 | |
| PHILANTHROPY ROUNDTABLE | ||||||||
| 1120 20TH STREET | WASHINGTON | DC | 20036 | NONE | PC | PHILANTHROPY | $10,000 | SUITE 550 SOUTH |
| DIRECTWOMEN | ||||||||
| 106 WEST CALENDAR COURT STE 93 | LA GRANGE | IL | 60525 | NONE | PC | EDUCATION | $1,000 | |
| AMERICAN ENTERPRISE INSTITUTE | ||||||||
| 1150 SEVENTEENTH STREET NW | WASHINGTON | DC | 20036 | NONE | PC | CHARITABLE PURPOSES | $66,000 | |
| MITCH DANIELS FOUNDATION | ||||||||
| 8594 E 116TH ST 312 | FISHERS | IN | 46038 | NONE | PC | LEADERSHIP DEVELOPMENT | $1,000 | |
| COMMITTEE FOR ECONOMIC DEVELOPMENT | ||||||||
| 1530 WILSON BLVD | ARLINGTON | VA | 22209 | NONE | PC | INDEPENDENT POLICY STUDIES | $5,000 | SUITE 400 |
| FHS DUGOUT CLUB | ||||||||
| PO BOX 684 | FISHERS | IN | 46038 | NONE | PC | YOUTH SPORTS | $250 | |
| SMU DEDMAN SCHOOL OF LAW | ||||||||
| 3315 DANIEL AVE | DALLAS | TX | 75205 | NONE | PC | EDUCATION | $110,000 | |
| JUNIOR ACHIEVEMENT OF CENTRAL INDIANA | ||||||||
| 7435 N KEYSTONE AVE | INDIANAPOLIS | ID | 46240 | NONE | PC | YOUTH DEVELOPMENT | $1,000 | |
| PHALEN ACADEMY | ||||||||
| 1001 MARINA DRIVE SUITE 410 | QUINCY | MA | 02171 | NONE | PC | EDUCATION | $50,000 | |
| SISTER SERVANTS OF MARY | ||||||||
| 800 North 18th Street | Kansas City | KS | 661024291 | NONE | PC | Social Services | $1,000 | |
| LOVE LUCAS | ||||||||
| PO Box 17521 | Indianapolis | IN | 46217 | NONE | PC | Family Services | $200 | |
| INDIANA FALLEN HEROES | ||||||||
| 1710 S 10th St | Noblesville | IN | 46060 | NONE | PC | Family Services | $5,000 | |
| RAFIKI FOUNDATION | ||||||||
| 23315 County Road 44A | Eustis | FL | 32736 | NONE | PC | Education | $500 | |
| OUR COMMUNITY CARES | ||||||||
| PO Box 463 | Ghent | NY | 12075 | NONE | PC | Social Services | $500 | |
| DELTA DELTA DELTA FOUNDATION | ||||||||
| 14951 N Dallas Pkwy | Dallas | TX | 75254 | NONE | PC | Women's Empowerment Programs | $1,000 | Suite 500 |
| Island Country Club Charitable Foundation | ||||||||
| 500 Nassau Road | Marco Island | FL | 341453620 | NONE | PC | Community Support | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $464,950 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $141,589 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $93,111 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $234,700 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $234,700 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Douglas A Angela F Braly | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Unit 824 4000 Royal Marco Way | AddressLine1Txt |
| City | Marco Island | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34145 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,066,892 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | ISHARES RUSSELL 1000 VALUE ETF ISHARES RUSSELL 2000 ETF | NoncashPropertyDesc |
| Fair Market Value | $1,066,892 | FairMarketValueAmt |
| Received | 2023-12-23 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $4,895 | Amt |
| Net Investment Income | $2,448 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,447 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED SECU., AT COST | StockNm |
| EOY Book Value | $3,731,766 | EOYBookValueAmt |
| EOYFMV | $11,016,512 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUST SECURITIES TO DONOR BASIS | Desc |
| Amt | $461,497 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX PAID | $902 | $902 |
| FEDERAL & STATE TAXES PAID | $235 |