APGAR FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- APGAR FOUNDATION INC (EIN 22-3772118)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-13
- IRS object ID
- 202343179349103129
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-13T15:42:55-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 541298267 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAETZ & HAWKINS PC CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 128 SOUTH RANDOLPH STREET | AddressLine1Txt |
| City | LEXINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 244500916 | 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 | 223772118 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | APGAR FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | APGA | BusinessNameControlTxt |
| Phone | 3175702345 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8520 ALLISON POINTE BLVD 220 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46250 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN N APGAR IV | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3175702345 | PhoneNum |
| Signature | 2023-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOHN | PersonFirstNm |
| Person Last | APGAR IV | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LUCAS C PENIX | PreparerPersonNm |
| PTIN | P01792749 | PTIN |
| Phone | 5404637121 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,870,717 | 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 | $3,600,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $6 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,600,006 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $17,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,250 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $12,750 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $23,268 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $500 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $950 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $114,532 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $103,079 | OtherProfFeesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $13,061 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $13,061 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,171 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,171 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $171,482 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,750 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $132,511 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,369,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,369,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,541,332 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,750 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,502,361 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,058,674 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,812,043 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,870,717 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,870,717 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $1,812,043 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,870,717 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,870,717 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,812,043 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,870,717 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,812,043 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,870,717 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,812,043 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,870,717 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,812,043 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,058,674 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,870,717 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,870,717 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | DARES LLC | IndividualWithBooksNm |
| Phone | 3175702345 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8520 ALLISON POINTE BLVD SUITE 220 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46250 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| EDWARD A CAPANO | |||||||||
| C/O DARES LLC 8520 ALLISON POINTE | BLVD STE 220 | INDIANAPOLIS | IN | 46250 | CHAIRMAN | 0.20 | $7,000 | $0 | $0 |
| JAY S NORDLINGER | |||||||||
| C/O DARES LLC 8520 ALLISON POINTE | BLVD STE 220 | INDIANAPOLIS | IN | 46250 | SECRETARY | 0.20 | $3,000 | $0 | $0 |
| JOHN N APGAR IV | |||||||||
| C/O DARES LLC 8520 ALLISON POINTE | BLVD STE 220 | INDIANAPOLIS | IN | 46250 | TREASURER & VICE CHAIRMAN | 0.20 | $4,000 | $0 | $0 |
| JOHN J MILLER | |||||||||
| C/O DARES LLC 8520 ALLISON POINTE | BLVD SUITE 220 | INDIANAPOLIS | IN | 46250 | TRUSTEE | 0.20 | $3,000 | $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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DARES LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8520 ALLISON POINTE BLVD SUITE 220 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46250 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | DONOR ADVISING | ServiceTypeTxt |
| Compensation | $114,631 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,551,215 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,551,215 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,551,215 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,268 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,527,947 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $76,397 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $76,397 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $76,397 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $76,397 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $76,397 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,502,361 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,502,361 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $76,397 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $694,722 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $692,226 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $617,530 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $495,905 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,088,528 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,588,911 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,502,361 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $76,397 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,425,964 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,014,875 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $694,722 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,320,153 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $692,226 | ExcessFromYear4Amt |
| Excess From Year3 | $617,530 | ExcessFromYear3Amt |
| Excess From Year2 | $495,905 | ExcessFromYear2Amt |
| Excess From Year1 | $1,088,528 | ExcessFromYear1Amt |
| Excess From Current Year | $1,425,964 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALEXANDER HAMILTON SOCIETY | ||||||
| 1701 RHODE ISLAND AVE NW | WASHINGTON | DC | 20036 | NONE | CAMPUS/GENERAL SUPPORT | $25,000 |
| AMERICAN UNIVERSITY | ||||||
| 4400 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20016 | NONE | POLITICAL THEORY INSTITUTE/LINCOLN SCHOLARS | $100,000 |
| ASU FOUNDATION FOR A NEW AMERICAN UNIVERSITY | ||||||
| PO BOX 2260 | TEMPE | AZ | 85280 | NONE | POLITICAL HISTORY AND LEADERSHIP PROGRAM | $100,000 |
| AUSTIN INSTITUTE FOR THE STUDY OF FAMILY & CULTURE | ||||||
| 3206 FAIRFAX WALK | AUSTIN | TX | 78705 | NONE | GENERAL SUPPORT | $30,000 |
| BECKET FUND | ||||||
| 1919 PENNSYLVANIA AVE NW STE 400 | WASHINGTON | DC | 20006 | NONE | GENERAL SUPPORT FOR LITIGATION & THE LEGAL ACADEMY | $40,000 |
| CERTELL INC | ||||||
| 2201 E 46TH ST SUITE 302 | INDIANAPOLIS | IN | 46205 | NONE | CEP | $40,000 |
| CHAPMAN UNIVERSITY | ||||||
| ONE UNIVERSITY DRIVE | ORANGE | CA | 92866 | NONE | SMITH INSTITUTE SUMMER SCHOLARS PROGRAM | $12,500 |
| HELPING HANDS PREGNANCY RESOURCE CENTER | ||||||
| 46 S HOWELL ST | HILLSDALE | MI | 49242 | NONE | GENERAL SUPPORT | $1,000 |
| FORBES AVENUE FOUNDATION | ||||||
| 347 SOUTH BOUQUET STREET | PITTSBURG | PA | 15213 | NONE | CHRISTIAN STUDIES FELLOWS PROGRAM | $25,000 |
| FOUNDATION FOR ECONOMIC EDUCATION INC | ||||||
| 1819 PEACHTREE RD NE STE 300 | ATLANTA | GA | 30309 | NONE | GENERAL SUPPORT | $40,000 |
| FSU FOUNDATION | ||||||
| 325 W COLLEGE AVE | TALLAHASSEE | FL | 32301 | NONE | STUDY FOR CRITICAL ISSUES IN ECONOMY | $25,000 |
| HOUSTON INSTITUTE | ||||||
| 2101 DRYDEN ROAD | HOUSTON | TX | 77030 | NONE | SUPPORT FOR PROGRAM ACTIVITY RICE UNIVERSITY | $25,000 |
| JOHNS HOPKINS UNIVERSITY | ||||||
| 12529 COLLECTIONS CENTER DRIVE | CHICAGO | IL | 60693 | NONE | PAUL MCHUGH PROGRAM | $25,000 |
| LSU FOUNDATION | ||||||
| 3796 NICHOLSON DRIVE | BATON ROUGE | LA | 70802 | NONE | ERIC VOEGELIN INSTITUTE | $100,000 |
| NATIONAL REVIEW INSTITUTE | ||||||
| 19 WEST 44TH ST STE 1701 | NEW YORK | NY | 10036 | NONE | BUCKLEY LEGACY PROJECT | $100,000 |
| OPEN DISCOURSE COALITION | ||||||
| 239 MARKET STREET | LEWISBURG | PA | 17837 | NONE | GENERAL SUPPORT SEMINAR SERIES | $25,000 |
| SCALA FOUNDATION | ||||||
| 13 EDGEHILL STREET | PRINCETON | NJ | 08540 | NONE | GENERAL SUPPORT | $25,000 |
| SISTERS OF LIFE | ||||||
| 38 MONTEBELLO ROAD | SUFFERN | NY | 70901 | NONE | GENERAL SUPPORT | $10,000 |
| ST ANDREWS CHILDRENS CLINIC INC | ||||||
| PO BOX 67 | GREEN VALLEY | AZ | 85622 | NONE | MISSION SUPPORT | $25,000 |
| ST ANTHONY PARISH | ||||||
| 11 N BROAD STREET | HILLSDALE | MI | 49242 | NONE | GROTTO, CHAPEL | $5,000 |
| STUDENT FREE PRESS ASSOCIATION | ||||||
| PO BOX 76 | HILLSDALE | MI | 48242 | NONE | GENERAL SUPPORT | $40,000 |
| THE BUR OAK FOUNDATION | ||||||
| 1121 N NOTRE DAME AVENUE | SOUTH BEND | IN | 46617 | NONE | PROGRAM SUPPORT 2022 | $25,000 |
| THE FOUNDATION FOR CULTURAL REVIEW - THE NEW CRITERION | ||||||
| 900 BROADWAY STE 602 | NEW YORK | NY | 10003 | NONE | GENERAL SUPPORT | $5,000 |
| THE PHILANTHROPY ROUNDTABLE | ||||||
| 1120 20TH STREET NW | WASHINGTON | DC | 20036 | NONE | GENERAL SUPPORT | $5,000 |
| THE RUSSELL KIRK CENTER FOR CULTURAL RENEWAL | ||||||
| PO BOX 4 | MESCOTA | MI | 49332 | NONE | ARCHIVE DIGITIZATION | $25,000 |
| THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | ||||||
| PO BOX 785541 | PHILADELPHIA | PA | 19178 | NONE | PENN INITIATIVE FOR THE STUDY OF MARKETS | $12,500 |
| XAVIER UNIVERSITY | ||||||
| 3800 VICTORY PARKWAY | CINCINNATI | OH | 45207 | NONE | SMITH CENTER/SMITH SCHOLARS PROGRAM | $30,000 |
| ELK COUNTRY ANIMAL SHELTER | ||||||
| PO BOX 434 | ATLANTA | MI | 49709 | NONE | GENERAL SUPPORT | $1,000 |
| FOUNDATION FOR EXCELLENCE IN EDUCATION | ||||||
| PO BOX 10691 | TALLAHASSEE | FL | 32302 | NONE | GENERAL SUPPORT | $3,500 |
| FIRE | ||||||
| 510 WALNUT STREET STE 1250 | PHILADELPHIA | PA | 19106 | NONE | HIGH SCHOOL OUTREACH MINI-COURSE | $30,000 |
| FREE SOCIETY PROJECT | ||||||
| PO BOX 612224 | NORTH MIAMI | FL | 33161 | NONE | GENERAL SUPPORT | $3,500 |
| FREEDOM HOUSE INC | ||||||
| 1850 M STREET NW 11TH FL | WASHINGTON | DC | 20036 | NONE | GENERAL SUPPORT | $3,000 |
| HILLSDALE COLLEGE | ||||||
| 33 E COLLEGE STREET | HILLSDALE | MI | 49242 | NONE | MARTHA & JACK APGAR AWARD IN JOURNALISM | $3,000 |
| HUMAN LIFE FOUNDATION INC | ||||||
| 271 MADISON AVENUE RM 100 | NEW YORK | NY | 10016 | NONE | GENERAL SUPPORT | $10,000 |
| SALIENT PUBLICATIONS | ||||||
| 14 ARROW STREET STE G 10 | CAMBRIDGE | MA | 02136 | NONE | PUBLISHING AND COMMUNITY EVENTS | $12,500 |
| STETSON UNIVERSITY | ||||||
| 421 NORTH WOODLAND BLVD UNIT 8 | DELAND | FL | 32723 | NONE | JACK & MARTHA APGAR YOUNG MUSIC SCHOLARS | $40,000 |
| TEXAS TECH FOUNDATION | ||||||
| BOX 45059 | LUBBOCK | TX | 794095059 | NONE | FREE MARKET INSTITUTE GRANT | $150,000 |
| UNIVERSITY OF LOUISVILLE RESEARCH FOUNDATION | ||||||
| 300 E MARKET ST STE 300 | LOUISVILLE | KY | 402021959 | NONE | MCCONNELL CENTER FOR LEADERSHIP STUDIES | $25,000 |
| UNIVERSITY OF MARYLAND COLLEGE PARK | ||||||
| 4101 CHESAPEAKE BLDG | COLLEGE PARK | MD | 20742 | NONE | ED SNIDER CENTER FOR ENTERPRISE AND MARKETS | $40,000 |
| UTAH VALLEY UNIVERSITY | ||||||
| 800 W UNIVERSITY PWKY MS 109 | OREM | UT | 84058 | NONE | CENTER FOR CONSTITUTIONAL STUDIES | $24,000 |
| ZEPHYR INSTITUTE | ||||||
| 560 COLLEGE AVE | PALO ALTO | CA | 94306 | NONE | GENERAL SUPPORT | $25,000 |
| BRUCE GILLEY | ||||||
| 6533 SE 30TH AVENUE | PORTLAND | OR | 97202 | NONE | SUMMER 2022 SABBATICAL | $10,400 |
| CATHERINE PAKALUK | ||||||
| 7102 STEED COURT | HYATTSVILLE | MD | 20782 | NONE | WRITING/RESEARCH GRANT | $67,950 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,369,850 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6 | 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 |
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 | MARTHA APGAR CO DARES LLC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8520 ALLISON POINTE BLVD SUITE 220 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46250 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,600,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION | CategoryTxt |
| Amt | $1,450 | Amt |
| Net Investment Income | $500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $950 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $23,268 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $500 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $825 | $0 | $825 |
| POSTAGE & MAILING | $486 | $0 | $486 |
| PRINTING AND COPYING | $593 | $0 | $593 |
| WEBSITE EXPENSES | $135 | $0 | $135 |
| ANNUAL REGISTRATION | $33 | $0 | $33 |
| CONTRACT SERVICES | $99 | $0 | $99 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PHILANTHROPY ADVISING | CategoryTxt |
| Amt | $114,532 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $103,079 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTHA B APGAR CO DARES LLC | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8520 ALLISON POINTE BLVD SUITE 220 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46250 | ZIPCd |