FOELLINGER FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- FOELLINGER FOUNDATION INC (EIN 35-6027059)
- Tax period
- 2020-09-01 to 2021-08-31
- Filed
- 2022-01-07
- IRS object ID
- 202220079349100117
- Schema version
- 2020v4.0
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-01-07T08:20:35-06:00 | ReturnTs |
| Tax Period End | 2021-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 522127371 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAINES ISENBARGER & SKIBA LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4630 W JEFFERSON BLVD 8 | AddressLine1Txt |
| City | FORT WAYNE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46804 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 356027059 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOELLINGER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FOEL | BusinessNameControlTxt |
| Phone | 2604222900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 520 EAST BERRY STREET | AddressLine1Txt |
| City | FORT WAYNE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46802 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ED KOMINOWSKI | PersonNm |
| Person Title | PRES. & CEO | PersonTitleTxt |
| Phone | 2604222900 | PhoneNum |
| Signature | 2021-12-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ED | PersonFirstNm |
| Person Last | KOMINOWSKI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CASSIE J DUNN | PreparerPersonNm |
| PTIN | P02181011 | PTIN |
| Phone | 2604369500 | PhoneNum |
| Preparation | 2021-12-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $244,540,705 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,565,122 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,565,122 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,386,930 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $29,424,385 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,386,930 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,952,052 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,952,052 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $316,800 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $95,718 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $221,082 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $565,212 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $150,615 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $414,597 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $147,071 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $29,529 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $117,542 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $12,315 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,294 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $8,021 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $18,001 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,756 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,245 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,119,912 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $279,100 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $840,812 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $88,763 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,723 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $45,950 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $106,904 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $124,078 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $16,084 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $107,994 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $35,199 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $5,752 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $29,447 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $17,166 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $713 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $16,453 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $114,776 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13,598 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $101,178 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,666,197 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $615,882 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,910,321 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,405,775 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,405,775 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,071,972 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $615,882 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,316,096 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,119,920 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,336,170 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $324,895 | CashBOYAmt |
| Cash EOY | $443,278 | CashEOYAmt |
| Cash EOYFMV | $443,278 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $6,958,061 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,056,060 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,056,060 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $269 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,978 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $269 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $269 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $33,572,303 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $32,365,630 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $32,365,630 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $152,030,761 | CorporateStockBOYAmt |
| Corporate Stock EOY | $181,673,660 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $181,673,660 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $20,087,651 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $23,218,750 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $23,218,750 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,448,711 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,665,653 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,844,488 | LandBOYAmt |
| Land EOY | $1,783,058 | LandEOYAmt |
| Land EOYFMV | $1,783,058 | LandEOYFMVAmt |
| Total Assets BOY | $214,820,137 | TotalAssetsBOYAmt |
| Total Assets EOY | $244,540,705 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $244,540,705 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $325 | AccountsPayableEOYAmt |
| Total Liabilities EOY | $325 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $214,820,137 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $244,540,380 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $214,820,137 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $244,540,380 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $214,820,137 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $244,540,705 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $214,820,137 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,119,920 | ExcessRevenueOverExpensesAmt |
| Other Increases | $36,840,163 | OtherIncreasesAmt |
| Subtotal | $244,540,380 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $244,540,380 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | VARIOUS SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $29,424,385 | GrossSalesPriceAmt |
| Cost Or Other Basis | $27,037,455 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,386,930 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,386,930 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,386,930 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2,386,930 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $46,373 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $46,373 | SubtotalAmt |
| Tax Based On Investment Income | $46,373 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $43,132 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $43,132 | TotalPaymentsAndCreditsAmt |
| Tax Due | $3,241 | 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 | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.FOELLINGER.ORG | WebsiteAddressTxt |
| Individual With Books | MR DARRYL OLSON | IndividualWithBooksNm |
| Phone | 2604222900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 520 E BERRY STREET | AddressLine1Txt |
| City | FORT WAYNE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46802 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MICHAEL MOELLERING | ||||||||
| 520 E BERRY STREET | FORT WAYNE | IN | 46802 | BOARD CHAIR | 5.00 | $24,000 | $0 | $0 |
| JOHN SNYDER | ||||||||
| 520 E BERRY STREET | FORT WAYNE | IN | 46802 | VC & SEC | 3.00 | $16,600 | $0 | $0 |
| JOHN MEYER | ||||||||
| 520 E BERRY STREET | FORT WAYNE | IN | 46802 | TREASURER | 3.00 | $16,200 | $0 | $0 |
| SAM GRAVES | ||||||||
| 520 E BERRY STREET | FORT WAYNE | IN | 46802 | DIRECTOR | 3.00 | $14,000 | $0 | $0 |
| JANAE MCCULLOUGH-BOYD | ||||||||
| 520 E BERRY STREET | FORT WAYNE | IN | 46802 | DIRECTOR | 3.00 | $17,000 | $0 | $0 |
| MATTHEW SMITH | ||||||||
| 520 E BERRY STREET | FORT WAYNE | IN | 46802 | DIRECTOR | 3.00 | $14,400 | $0 | $0 |
| SARAH STRIMMENOS | ||||||||
| 520 E BERRY STREET | FORT WAYNE | IN | 46802 | DIRECTOR | 3.00 | $16,400 | $0 | $0 |
| CHERYL TAYLOR | ||||||||
| 520 E BERRY STREET | FORT WAYNE | IN | 46802 | DIRECTOR | 3.00 | $13,200 | $0 | $0 |
| ED KOMINOWSKI | ||||||||
| 520 E BERRY STREET | FORT WAYNE | IN | 46802 | PRES. & CEO | 45.00 | $185,000 | $6,418 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| DARRYL OLSON | |||||||
| 520 E BERRY STREET | FORT WAYNE | IN | 46802 | CFO | 45.00 | $154,502 | $43,497 |
| DAWN MARTZ | |||||||
| 520 E BERRY STREET | FORT WAYNE | IN | 46802 | SR. PROG OFC | 45.00 | $132,600 | $15,249 |
| MINDY HURLEY | |||||||
| 520 E BERRY STREET | FORT WAYNE | IN | 46802 | ACCOUNTANT | 40.00 | $78,387 | $16,165 |
| TERRY STEVENS | |||||||
| 520 E BERRY STREET | FORT WAYNE | IN | 46802 | GRANTS MGR | 40.00 | $63,324 | $16,636 |
| JENNIFER KASMIER | |||||||
| 520 E BERRY STREET | FORT WAYNE | IN | 46802 | PROG OFC | 40.00 | $63,670 | $7,347 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| STRATEGY WORX | |||||
| 9051 WICKHAM ROAD | INDIANAPOLIS | IN | 46260 | LEADERSHIP CONS | $221,625 |
| COMMONFUND | |||||
| 15 OLD DANBURY ROAD | WILTON | CT | 06897 | INVESTMENT MGMT | $168,583 |
| LIMELIGHT ANALYTICS | |||||
| 1642 S IRA STREET | BLOOMINGTON | IN | 47401 | EVALUATION CONS | $149,871 |
| ONE LUCKY GUITAR | |||||
| 1301 LAFAYETTE ST SUITE 201 | FORT WAYNE | IN | 46802 | COMMUNICATIONS | $146,592 |
| AMI INVESTMENT MANAGEMENT INC | |||||
| 710 KRUEGER STREET | KENDALLVILLE | IN | 46755 | INVESTMENT MGMT | $76,444 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | LEADERSHIP LAB: THE HELENE FOELLINGER LEADERSHIP DEVELOPMENT INITIATIVE WORKS TO SUPPORT, STRENGTHEN AND INSPIRE ALLEN COUNTY NONPROFIT LEADERS AS THEY FULFILL THEIR MISSIONS AND ADDRESS KEY COMMUNITY CHALLENGES. THE INITIATIVE IS DESIGNED TO UNLEASH THE POTENTIAL IN THESE LEADERS AND HELP THEM ACQUIRE ADAPTIVE SKILLS NEEDED IN THE FUTURE. THE INITIATIVE INCLUDES THE FOELLINGER LEADERSHIP LAB WHICH CONSISTS OF TWO CUSTOM-TAILORED PROGRAMS FOR NONPROFIT LEADERS. THE EXECUTIVE LEADER PROGRAM IS A RIGOROUS 12-MONTH COURSE FOR VISIONARY EXECUTIVE DIRECTORS OF NONPROFIT ORGANIZATIONS. THE CURRICULUM FOCUSES ON AN ADAPTIVE LEADERSHIP COMPETENCY MODEL WITH AN EMPHASIS ON INNOVATION, DECISION-MAKING, UNDERSTANDING CULTURE, INFLUENCE, NEGOTIATION, EMOTIONAL INTELLIGENCE, AND ADDRESSING DIFFICULT CONVERSATIONS. OTHER KEY COMPONENTS INCLUDE PERSONAL, CERTIFIED NONPROFIT EXECUTIVE COACH FOR COHORT MEMBERS, FOUR INDIVIDUAL ASSESSMENTS AND EXPERIENTIAL LEARNING OPPORTUNITIES. THE RISING LEADER PROGR | Description1Txt |
| Expenses1 | $318,975 | Expenses1Amt |
| Description2 | DAVID A. BOBILYA EXCELLENCE IN NONPROFIT LEADERSHIP AWARD: THE FOUNDATION DEVELOPED THE DAVID A. BOBILYA EXCELLENCE IN NONPROFIT LEADERSHIP AWARD TO RECOGNIZE ONE CURRENT OR RECENTLY RETIRED BOARD MEMBER WHO DEMONSTRATED EXCELLENCE IN NONPROFIT LEADERSHIP. THE AWARD, ESTABLISHED IN HONOR OF FORMER FOELLINGER BOARD MEMBER AND COMMUNITY LEADER DAVID BOBILYA, RECOGNIZES THE IMPORTANCE OF NONPROFIT BOARD MEMBER CONTRIBUTIONS IN FOUR FOCUS AREAS GOVERNANCE, LEADERSHIP, FINANCIAL SUSTAINABILITY, AND PROGRAM IMPACT. A 25,000 OPERATING GRANT IS AWARDED TO THE RECIPIENTS NOMINATING ORGANIZATION. THE LUNCHEON EVENT AND ASSOCIATED MEDIA CAMPAIGN SHOWCASED 22 COMMUNITY LEADERS WHO WERE NOMINATED FOR THE AWARD. APPROXIMATELY 200 PEOPLE FROM OVER 100 ORGANIZATIONS ATTENDED THE EVENT. IN A SPEECH TITLED WARRIOR SPIRIT IN LEADERSHIP, INTERNATIONALLY ACCLAIMED SPEAKER AND BEST-SELLING AUTHOR D. J. VANAS DISCUSSED HOW THE NATIVE AMERICAN WARRIOR SPIRIT CAN BE APPLIED TO ORGANIZATIONAL LEADERSHIP. MR. VA | Description2Txt |
| Expenses2 | $42,495 | Expenses2Amt |
| Description3 | EFFECTIVE COMPASSION TRAINING INITIATIVE: THE FOUNDATION ENGAGED THE FREEDOM & VIRTUE INSTITUTE TO ASSIST NONPROFIT ORGANIZATIONS IN THE PRACTICAL APPLICATION OF EFFECTIVE COMPASSION PRINCIPLES TO RESHAPE THE WAY THEY UNDERSTAND POVERTY AND SERVE PEOPLE WITH THE GREATEST ECONOMIC NEED. THE TRAINING FOCUSES ON A SET OF SEVEN PRINCIPLES OF COMPASSION AND THREE PHILOSOPHICAL PRINCIPLES NECESSARY TO EFFECTIVELY ADDRESS THE ALLEVIATION OF POVERTY. | Description3Txt |
| Expenses3 | $75,000 | Expenses3Amt |
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 | $220,580,135 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,001,598 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $226,581,733 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $226,581,733 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,398,726 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $223,183,007 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,159,150 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,159,150 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $46,373 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $46,373 | TotalTaxAmt |
| Distributable Before Adj | $11,112,777 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $11,112,777 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $11,112,777 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,316,096 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $10,316,096 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $10,316,096 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,112,777 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,669,656 | UndistributedIncomePYAmt |
| Qualifying Distributions | $10,316,096 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,669,656 | AppliedToYear1Amt |
| Applied To Current Year | $4,646,440 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $6,466,337 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ED KOMINOWSKI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 520 E BERRY STREET | AddressLine1Txt |
| City | FORT WAYNE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2604222900 | RecipientPhoneNum |
| Form And Info And Materials | GRANT APPLICATIONS ARE AVAILABLE ONLINE AT WWW.FOELLINGER.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | GRANT DEADLINES ARE AVAILABLE ONLINE AT WWW.FOELLINGER.ORG | SubmissionDeadlinesTxt |
| Restrictions On Awards | AVAILABLE ONLINE AT WWW.FOELLINGER.ORG | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE ATTACH PART XV GRANTS PAID OUT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE ATTACHMENT | AddressLine1Txt |
| City | FORT WAYNE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | SEE ATTACHMENT | GrantOrContributionPurposeTxt |
| Amt | $8,405,775 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,405,775 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE ATTACH PART XV GRANTS APPROVED | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE ATTACHMENT | AddressLine1Txt |
| City | FORT WAYNE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | SEE ATTACHMENT | GrantOrContributionPurposeTxt |
| Amt | $3,582,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $3,582,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,565,122 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,386,930 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,952,052 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,952,052 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| HAINES, ISENBARGER & SKIBA | $14,800 | $9,916 | $4,884 |
| AUTOMATED DATA PROCESSING | $3,128 | $821 | $2,307 |
| AATRIX | $73 | $19 | $54 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PROPERTY AND EQUIPMENT | PropertyDesc |
| Cost Or Other Basis | $4,414,461 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $539,803 | PriorYearDepreciationAmt |
| Current Year Expense | $106,904 | CurrentYearExpenseAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | WELLS FARGO CORP BND | BondNm |
| EOY Book Value | $23,218,750 | EOYBookValueAmt |
| EOYFMV | $23,218,750 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CF STRATEGIC SOLUTIONS GLOBAL EQUITY | $181,105,290 | $181,105,290 |
| WELLS FARGO CORP PREF STK | $568,370 | $568,370 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $23,378,223 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $23,378,223 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $8,987,407 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $8,987,407 | StateLocalSecEOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BUILDINGS/EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $4,448,711 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $2,665,653 | AccumulatedDepreciationAmt |
| Book Value | $1,783,058 | BookValueAmt |
| EOYFMV | $1,783,058 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ICE MILLER | $621 | $163 | $458 |
| FAEGRE DRINKER BIDDLE & REATH | $11,694 | $4,131 | $7,563 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| D & O LIABILITY INSURANCE | $8,799 | $2,659 | $6,140 |
| EDUCATION | $4,488 | $1,542 | $2,946 |
| MAINTENANCE AGREEMENTS | $42,033 | $2,925 | $39,108 |
| MEMBERSHIP & DUES | $24,825 | $2,433 | $22,392 |
| OFFICE SUPPLIES | $15,181 | $1,499 | $13,682 |
| POSTAGE | $300 | $39 | $261 |
| PROPERTY & CASUALTY INSURANCE | $9,753 | $1,125 | $8,628 |
| TELEPHONE | $8,207 | $1,064 | $7,143 |
| WORKERS COMPENSATION | $1,190 | $312 | $878 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $36,840,163 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (10 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT | $255,028 | $255,028 | |
| CUSTODIAN SERVICES | $18,307 | $18,307 | |
| PROGRAM EVALUATION | $219,871 | $219,871 | |
| COMMUNICATIONS SERVICES | $134,260 | $134,260 | |
| TECHNICAL ASSISTANCE SERVICES | $30,108 | $30,108 | |
| LEADERSHIP TRAINING | $291,209 | $291,209 | |
| TECHNOLOGY SUPPORT SERVICES | $16,636 | $4,366 | $12,270 |
| COMMUNITY EVENT EXPENSES | $100,410 | $100,410 | |
| INITIATIVE RELATED EXPENSES | $48,750 | $48,750 | |
| OTHER CONSULTING | $5,333 | $1,399 | $3,934 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAX | $55,673 | $9,723 | $45,950 |
| EXCISE TAX | $33,090 |