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NINA MASON PULLIAM CHARITABLE TR: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
NINA MASON PULLIAM CHARITABLE TR (EIN 35-6644088)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-13
IRS object ID
202213179349101001
Schema version
2021v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-13T11:30:40-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN350921680PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CROWE LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line19600 Brownsboro Road Suite 400AddressLine1Txt
CityLouisvilleCityNm
State AbbreviationKYStateAbbreviationCd
ZIP402413902ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN356644088EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Nina Mason Pulliam Charitable TrustBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlNINABusinessNameControlTxt
Phone3172316075PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1One American Square 2650AddressLine1Txt
CityIndianapolisCityNm
State AbbreviationINStateAbbreviationCd
ZIP46282ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRyan HammonsPersonNm
Person TitleCHIEF FINANCIAL OFFICERPersonTitleTxt
Phone3172316075PhoneNum
Signature2022-11-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstRyanPersonFirstNm
Person LastHammonsPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRACHEL SPURLOCKPreparerPersonNm
PTINP00520729PTIN
Phone5023263996PhoneNum
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$513,484,211FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$20,357InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$20,357InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$741,856DividendsRevAndExpnssAmt
Dividends Net Invst Incm$741,856DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$26,340,807NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$37,532,724GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$47,726,455CapGainNetIncmNetInvstIncmAmt
Gross Sales Less Ret And Allwnc$0GrossSalesLessRetAndAllwncAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$7,264,943OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$27,103,020TotalRevAndExpnssAmt
Total Net Invst Incm$55,753,611TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$909,300CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$335,515CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$573,785CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$1,579,457OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$98,468OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$1,480,990OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$706,307PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$85,465PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$706,310PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$27,507LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$5,087LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$50,360AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$25,180AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$25,180AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$1,449,825OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,447,458OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$2,367OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,041,224TaxesRevAndExpnssAmt
Taxes Net Invst Incm$142,374TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$23TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$84,507DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$8,451DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm$0DeprecAndDpltnAdjNetIncmAmt
Occupancy Rev And Expnss$372,514OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$20,708OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$364,207OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$51,952TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$9,472TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$35,686TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$16,794PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$441PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$16,289PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$361,999OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$3,234,747OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$313,677OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,651,746TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,408,279TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,523,601TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$16,548,173ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$15,515,485ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$23,199,919TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,408,279TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$19,039,086TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$3,903,101ExcessRevenueOverExpensesAmt
Net Investment Income$50,345,332NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$482,530CashBOYAmt
Cash EOY$4,278,692CashEOYAmt
Cash EOYFMV$4,278,692CashEOYFMVAmt
Sav And Temp Cash Invst BOY$22,700,007SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$38,578,360SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$38,578,360SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl BOY$0AcctRcvblBOYAmt
Acct Rcvbl EOY$0AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$0AcctRcvblEOYFMVAmt
Pledges Rcvbl BOY$0PledgesRcvblBOYAmt
Pledges Rcvbl EOY$0PledgesRcvblEOYAmt
Pledges Rcvbl EOYFMV$0PledgesRcvblEOYFMVAmt
Rcvbl From Officers BOY$0RcvblFromOfficersBOYAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Rcvbl From Officers EOYFMV$0RcvblFromOfficersEOYFMVAmt
Other Nts And Loans Rcvbl$0OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$0OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$0OtherNtsAndLoansRcvblEOYFMVAmt
Prepaid Expenses BOY$132,789PrepaidExpensesBOYAmt
Prepaid Expenses EOY$55,392PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$55,392PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$24,646,337USGovernmentObligationsBOYAmt
US Government Obligations EOY$26,986,767USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$26,986,767USGovtObligationsEOYFMVAmt
Corporate Stock BOY$13,447,094CorporateStockBOYAmt
Corporate Stock EOY$14,906,582CorporateStockEOYAmt
Corporate Stock EOYFMV$14,906,582CorporateStockEOYFMVAmt
Corporate Bonds BOY$0CorporateBondsBOYAmt
Corporate Bonds EOYFMV$0CorporateBondsEOYFMVAmt
Invst Land Cost Or Other Basis$0InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation$0InvstLandAccumDepreciationAmt
Land Bldg Investments BOY$0LandBldgInvestmentsBOYAmt
Land Bldg Investments EOYFMV$0LandBldgInvestmentsEOYFMVAmt
Other Investments BOY$377,853,465OtherInvestmentsBOYAmt
Other Investments EOY$427,416,476OtherInvestmentsEOYAmt
Other Investments EOYFMV$427,416,476OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$937,518LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$634,465LandBldgEquipAccumDeprecAmt
Land BOY$382,536LandBOYAmt
Land EOY$303,053LandEOYAmt
Land EOYFMV$303,053LandEOYFMVAmt
Other Assets BOY$1,509,823OtherAssetsBOYAmt
Other Assets EOY$958,889OtherAssetsEOYAmt
Other Assets EOYFMV$958,889OtherAssetsEOYFMVAmt
Total Assets BOY$441,154,581TotalAssetsBOYAmt
Total Assets EOY$513,484,211TotalAssetsEOYAmt
Total Assets EOYFMV$513,484,211TotalAssetsEOYFMVAmt
Accounts Payable BOY$78,338AccountsPayableBOYAmt
Accounts Payable EOY$281,917AccountsPayableEOYAmt
Grants Payable BOY$9,796,718GrantsPayableBOYAmt
Grants Payable EOY$10,829,406GrantsPayableEOYAmt
Loans From Officers BOY$0LoansFromOfficersBOYAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable BOY$0MortgagesAndNotesPayableBOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$2,202,658OtherLiabilitiesBOYAmt
Other Liabilities EOY$2,612,531OtherLiabilitiesEOYAmt
Total Liabilities BOY$12,077,714TotalLiabilitiesBOYAmt
Total Liabilities EOY$13,723,854TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$429,076,867NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$499,760,357NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$429,076,867TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$499,760,357TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$441,154,581TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$513,484,211TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$429,076,867TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$3,903,101ExcessRevenueOverExpensesAmt
Other Increases$66,780,389OtherIncreasesAmt
Subtotal$499,760,357SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$499,760,357TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtExcess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Domestic Equity Funds$15,635,884$9,973,100$5,662,784$0$5,662,784
Fixed Income Funds$8,458,264$7,550,098$908,166$0$908,166
Absolute Return Managers$11,376,580$7,794,867$3,581,713$0$3,581,713
Hedge Fund Managers$2,071,938$661,611$1,410,327$0$1,410,327
Private Equity Funds$1,320,238$1,320,238$0$1,320,238
Domestic Equity Funds - K-1 Pass Through$9,477,495$9,477,495$0$9,477,495
International Equity Funds - K-1 Pass Through$3,995,736$3,995,736$0$3,995,736
Global Equity Funds K-1 - Pass Through$6,017,796$6,017,796$0$6,017,796
Fixed Income Funds - K-1 Pass Thorugh$113,937-$113,937$0-$113,937
Absolute Return Managers K-1 Pass Through$367,987$367,987$0$367,987
Hedge Fund Managers K-1 Pass Through$162,236-$162,236$0-$162,236
Non-marketable Managers K-1 Pass Through$15,996,119$15,996,119$0$15,996,119
Other Managers$735,733-$735,733$0-$735,733
FieldValueIRS element (for citing)
Capital Gain Net Income$47,726,455CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$0NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$699,800InvestmentIncomeExciseTaxAmt
Subtotal$699,800SubtotalAmt
Tax Based On Investment Income$699,800TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$487,866EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$300,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$787,866TotalPaymentsAndCreditsAmt
Overpayment$88,066OverpaymentAmt
Applied To ES Tax$88,066AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateINOrgReportOrRegisterStateCd
Org Report Or Register StateAZOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website Addresswww.nmpct.orgWebsiteAddressTxt
Individual With BooksThe TrustIndividualWithBooksNm
Phone3172316075PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1One American Square Suite 2650AddressLine1Txt
CityIndianapolisCityNm
State AbbreviationINStateAbbreviationCd
ZIP46282ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsYes (true)BusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (true)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Eugene P D'Adamo
2201 E Camelback RdSuite 600PhoenixAZ85016President & CEO40.000$388,400$58,060$0
Robert L Lowry
One American SquareSuite 2650IndianapolisIN46282Executive VP & CFO40.000$332,900$57,598$0
Carol P Schilling
2201 E Camelback RdSuite 600PhoenixAZ85016Trustee/Chair6.000$66,000$0$0
Kent E Agness
One American SquareSuite 2650IndianapolisIN46282Trustee6.000$61,000$0$0
Lisa Shover Kackley
2201 E Camelback RdSuite 600PhoenixAZ85016Trustee6.000$61,000$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
Joshua Abel
One American SquareSuite 2650IndianapolisIN46282Dir Grants Admin40.000$173,700$38,367$0
Sherri Hoy
One American SquareSuite 2650IndianapolisIN46282Program Director40.000$159,700$36,827$0
David Hillman
One American SquareSuite 2650IndianapolisIN46282Program Director40.000$149,985$17,860$0
Jeffery Small
One American SquareSuite 2650IndianapolisIN46282VP of Programs40.000$183,000$47,580$0
Ryan Hammons
One American SquareSuite 2650IndianapolisIN46282Controller40.000$138,485$18,529$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k10OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmtAddress Line2USAddress/AddressLine2Txt
Cambridge Associates
PO Box 83232ChicagoIL60691Investment Consulting$912,666
Silchester International Investors LLC
780 Third Avenue 42nd FloorNew YorkNY10017Investment Management$133,838
HS Management Partners LLC
640 Fifth Avenue 18th FloorNew YorkNY10019Investment Management$130,860
Parametric
100 Park AvenueNew YorkNY10017Investment Management$63,136Floor 32
Bank of New York Mellon
101 Barclay StreetNew YorkNY10286Custodial Banking Services$52,6188th Floor
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1Expenses for various Direct Charitable Activities, such as expenses associated with the Legacy Scholars Program, expenses associated with charitable events, expenses associated with environmental work.Description1Txt
Expenses1$22,713Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NoneDescription1Txt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$482,563,733AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,774,727AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,317,334FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$486,655,794TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$486,655,794AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,299,837CashDeemedCharitableAmt
Net Vl Noncharitable Assets$479,355,957NetVlNoncharitableAssetsAmt
Minimum Investment Return$23,967,798MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$23,967,798MinimumInvestmentReturnAmt
Tax Based On Investment Income$699,800TaxBasedOnInvestmentIncomeAmt
Total Tax$699,800TotalTaxAmt
Distributable Before Adj$23,267,998DistributableBeforeAdjAmt
Distributable Before Ded$23,267,998DistributableBeforeDedAmt
Distributable As Adjusted$23,267,998DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$19,039,086ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$19,039,086QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$23,267,998DistributableAsAdjustedAmt
Undistributed Income PY$9,146,492UndistributedIncomePYAmt
Prior Year12019PriorYear1Yr
Prior Year22018PriorYear2Yr
Prior Year32017PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$19,039,086QualifyingDistributionsAmt
Applied To Year1$9,146,492AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$9,892,594AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$13,375,404UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$0ExcessFromYear1Amt
Excess From Current Year$0ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonNina Mason Pulliam Charitable TrustRecipientPersonNm

Recipient Foreign Address RecipientForeignAddress

FieldValueIRS element (for citing)
Address Line1One American SquareAddressLine1Txt
CityIndianapolisCityNm
Province Or StateINProvinceOrStateNm
CountryOCCountryCd
Foreign Postal46282ForeignPostalCd
FieldValueIRS element (for citing)
Recipient Phone3122316075RecipientPhoneNum
Recipient Email AddressAvailable upon requestRecipientEmailAddressTxt
Form And Info And MaterialsSee attachedFormAndInfoAndMaterialsTxt
Submission DeadlinesSee attachedSubmissionDeadlinesTxt
Restrictions On AwardsSee attachedRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (242 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
1n10 Inc aka One in Ten or 1 in 10
1101 N Central Avenue Suite 202PhoenixAZ85004NonePCRedesign and implement a workforce development program for LGBTQ+ youth, ages 15 to 24, to enter the workforce and prepare for long-term employment in jobs beyond minimum wage.$50,000
A New Leaf
868 E University DriveMesaAZ85203NonePCSupport for the grantee's general operating expenses.$7,000
All Faith Community Services
214 S 5th StreetBuckeyeAZ85326NonePCSupport for the grantee's general operating expenses.$7,000
Alliance for Companion Animals
3227 E Bell Road Suite D151PhoenixAZ85032NonePCProvide no-cost medical assistance to approximately 4,700 animals through multiple services including: 3,000 dog and cat spay/neuter surgeries, 3,000 vaccinations and 250 wellness checkups annually.$236,500
Alliance for Companion Animals
3227 E Bell Road Suite D151PhoenixAZ85032NonePCSupport for an annual community-wide spay/neuter event, providing 2,400 spay/neuter surgeries, 4,800 vaccinations and other wellness services.$125,000
Alliance for Companion Animals
3227 E Bell Road Suite D151PhoenixAZ85032NonePCSupport for the Fix.Adopt.Save. project manager to promote animal wellness throughout Maricopa County.$115,000
Alliance for Companion Animals
3227 E Bell Road Suite D151PhoenixAZ85032NonePCSupport for legal counsel related to routine tax compliance issues.$6,000
Altered Tails
950 W Hatcher RoadPhoenixAZ85021NonePCCapital support to build the West Valley Clinic, a community-centric primary wellness pet care center that will provide preventive veterinary care.$250,000
Altered Tails
950 W Hatcher RoadPhoenixAZ85021NonePCSupport for 15 mobile clinics to spay/neuter 600 dogs and cats and administer 1,200 preventative wellness vaccinations.$60,000
Animal Defense League of Arizona
PO Box 33093PhoenixAZ85067NonePCSupport to spay/neuter 715 community cats.$25,000
Arizona Call A Teen Youth Resources
649 N 6th AvenuePhoenixAZ85003NonePCContinue the Pathways to Success program, serving opportunity youth and young adults ages 14-24 with social-emotional support, college and career readiness and support programming.$55,000
Arizona Community Foundation
2201 E Camelback Road Suite 405BPhoenixAZ85016NonePCSupport for the Summer Youth Program Fund for organizations that provide academic enrichment, arts and recreational summer programs for children of low-income families.$150,000
Arizona Community Foundation
2201 E Camelback Road Suite 405BPhoenixAZ85016NonePCSupport for the Arizona Together for Impact initiative, helping nonprofits form affiliations, integrate programs or consider other strategic collaborations to further nonprofit sustainability and strengthen the provision of services.$40,000
Arizona Community Foundation
2201 E Camelback Road Suite 405BPhoenixAZ85016NonePCSupport for Seasons for Sharing's general operating expenses.$50,000
Arizona Food Bank Network
340 E Coronado Suite 400PhoenixAZ85004NonePCSupport for the grantee's general operating expenses.$30,000
Arizona Friends of Foster Children Foundation
360 E Coronado Suite 190PhoenixAZ85004NonePCSupport for the grantee's general operating expenses.$20,000
Arizona Helping Hands
3110 E Thunderbird Road Suite 100PhoenixAZ85032NonePCSupport for a license and safety program to enable prospective foster families to become licensed.$100,000
Arizona Humane Society
1521 W Dobbins RoadPhoenixAZ85041NonePCProvide general operating support to assist owners of companion animals and help offset impacts related to the COVID-19 pandemic.$50,000
Arizona Newspapers Foundation
1001 N Central Avenue Suite 670PhoenixAZ85004NonePCPublicize, implement and manage the 2021, 2022 and 2023 Nina Mason Pulliam Environmental Journalism Awards.$5,000
Arizona Opportunities Industrialization Center
39 E Jackson StreetPhoenixAZ85004NonePCSupport to help 100 children in grades three through nine receive weekly language arts and STEM-based education and mentoring during the school year.$60,000
Arizona State University Foundation for A New American University
300 E University Drive PO Box 2260TempeAZ852802260NonePCSupport for ASU's Bridging Success program to assist students who were formerly in foster care.$100,000
Arizona's Children Association
3636 N Central Avenue Suite 200PhoenixAZ85012NonePCProvide general operating support to serve foster children and their families and to help offset impacts related to the COVID-19 pandemic.$50,000
Assistance League of East Valley Arizona
2326 N Alma School RoadChandlerAZ85224NonePCSupport for the grantee's general operating expenses.$3,000
Assistance League of Indianapolis
1475 W 86th Street Suite EIndianapolisIN46260NonePCSupport for the grantee's general operating expenses.$20,000
Assistance League of Phoenix Arizona
9224 N 5th StreetPhoenixAZ85020NonePCSupport for the grantee's general operating expenses.$20,000
AZCEND
345 S California StreetChandlerAZ85225NonePCSupport for the grantee's general operating expenses.$7,000
Back To School Clothing Drive
360 E Coronado Road Suite 200PhoenixAZ85004NonePCExpand the Student Attire For Education (SAFE) school uniform wholesale sales program through a new online component of SAFE that is open to the general public for individual retail sales.$55,000
Back To School Clothing Drive
360 E Coronado Road Suite 200PhoenixAZ85004NonePCSupport for the grantee's general operating expenses.$15,000
Banner Health Foundation
2901 N Central Avenue Suite 160PhoenixAZ85012NonePCSupport for the Olive Branch Senior Center to provide programs to address isolation, food insecurity, nutrition and mobility for vulnerable seniors in the West Valley.$100,000
Be A Leader Foundation
1717 W Northern Avenue Suite 116PhoenixAZ85021NonePCExpand the postsecondary success program to support nearly 1,200 students a year through their higher education journey.$140,000
Big Brothers Big Sisters of Central Arizona
1615 E Osborn RoadPhoenixAZ85016NonePCSupport to hire a parent engagement manager responsible for creating and teaching family curriculum and connecting families to community resources.$75,000
Bosma Visionary Opportunities Foundation Inc
7223 Woodland DriveIndianapolisIN462782921NoneSO ISupport for the Community-Based Services program, serving seniors whose new or worsening vision loss negatively impacts their quality of life, and to help offset impacts related to the COVID-19 pandemic.$75,000
Boys & Girls Clubs of Indianapolis
3909 N Meridian Street Suite 100IndianapolisIN46208NonePCProvide general operating support to help youth overcome barriers and establish academic and workforce success and to help offset impacts related to the COVID-19 pandemic.$50,000
Boys & Girls Clubs of the Valley
4309 East Belleview Street BuildingPhoenixAZ85008NonePCSupport to hire a new career case manager to help youth set career goals and create a career pathway.$60,00014
Broad Ripple Village Association
818 Broad Ripple AvenueIndianapolisIN46220NonePCConstruct a protected multi-use trail for pedestrians and bicycles, including two White River overlooks, between the entrance to Broad Ripple Park and the Monon Trail.$100,000
Brookside Community Development Corporation
1035 N Olney StreetIndianapolisIN46201NonePCSupport for a daily summer program that includes day camps for elementary-age children and workforce development and summer jobs programming for teenagers.$5,000
Camp To Belong Indiana
6574 Hi Vu DriveIndianapolisIN462272308NonePCSupport for a week-long summer camp for siblings ages 8 to 18 who are separated because they live in different foster homes.$5,000
Camptown
7998 Georgetown Road Suite 700IndianapolisIN46268NonePCSupport for a nature-based and environmental education summer camp for youth.$5,000
Candelen PKA Association for Supportive Child Care
8222 S 48th Street Suite 120PhoenixAZ85044NonePCSupport to expand the Arizona Kith and Kin program to assist family, friends and neighbors who care for children in their homes.$70,000
Cats Haven LTD
2603 N College AvenueIndianapolisIN46205NonePCSupport for veterinary care, specialty food and medications for 278 cats pulled from Indianapolis Animal Care Services.$25,000
Central Indiana Community Foundation aka CICF
615 N Alabama Street Suite 300IndianapolisIN462041498NonePCAssist agencies that improve food access for elementary school children through the Our Children Our City campaign.$25,000
Central Indiana Land Trust
1500 N Delaware StreetIndianapolisIN46202NonePCProvide public visitation and education/awareness opportunities at three key White River nature preserves in central Indiana.$100,000
Chicanos Por La Causa
1112 E Buckeye RoadPhoenixAZ85034NonePCSupport for the De Colores domestic violence program, assisting families with emergency shelter, legal advocacy, case management and other related services.$100,000
Child Crisis Arizona
817 N Country Club DriveMesaAZ85201NonePCSupport for the grantee's general operating expenses.$8,500
Children's Bureau
1575 Dr Martin Luther King Jr StreeIndianapolisIN46202NonePCSupport for a daily summer program for clients of the Children's Bureau.$5,000t
Children's Bureau
1575 Dr Martin Luther King Jr StreeIndianapolisIN46202NonePCProvide general operating support to help preserve families and offset impacts related to the COVID-19 pandemic.$75,000t
Christ Church Lutheran fbo Creciendo Unidos Growing Together
3901 E Indian School RoadPhoenixAZ850185236NonePCSupport to help first- and second-generation low-income Hispanic families thrive and to help offset impacts related to the COVID-19 pandemic.$75,000
Christamore House
502 N Tremont StreetIndianapolisIN46222NonePCProvide general operating support to serve families with low income that live in the near westside and to help offset impacts related to the COVID-19 pandemic.$25,000
CICP Foundation - Central Indiana Corporate Partnership FBO Ascend Indiana
1210 Waterway Boulevard Suite 5000IndianapolisIN46202NoneSO IContinue to foster collaborations between major employers and educational institutions to create new pathways for workers to enter high-demand careers.$75,000
City of Phoenix Human Services Department
200 W Washington Street 18th FloorPhoenixAZ850031611NoneGOVSupport for the grantee's general operating expenses.$22,800
Coburn Place Safe Haven
604 E 38th StreetIndianapolisIN46205NonePCSupport for general operations and to hire two new intake employees who would provide direct services, resources and advocacy focused on empowering survivors to heal from trauma by creating safety plans, budgeting assistance, referrals to education/employment and therapists, support groups and life-skills sessions.$160,000
College Mentors for Kids
212 W 10th Street Suite B260IndianapolisIN46202NonePCSupport to rebuild programs of college students mentoring elementary students following the pandemic.$75,000
Common Sense Media
699 8th Street Suite C150San FranciscoCA94103NonePCTo expand digital literacy programs and safe technology and media usage to children and families in Maricopa County.$89,000
Common Sense Media
699 8th Street Suite C150San FranciscoCA94103NonePCExpand digital literacy programs and safe technology and media usage to children and families in Maricopa County.$80,000
Community Alliance of the Far Eastside
8902 E 38th StreetIndianapolisIN46226NonePCSupport for daily summer program to provide teens job readiness skills and career exploration using EmployIndy curriculum.$5,000
Community Alliance of the Far Eastside
8902 E 38th StreetIndianapolisIN46226NonePCContinued support for the Centers for Working Families program, assisting at least 125 new families with two-generation supportive services, including education attainment and employment coaching and certifications.$75,000
Community Alliance of the Far Eastside
8902 E 38th StreetIndianapolisIN46226NonePCProvide general operating support to serve families with low income that live in the far eastside and to help offset impacts related to the COVID-19 pandemic.$25,000
Concord Neighborhood Center
1310 S Meridian StreetIndianapolisIN46225NonePCSupport for a daily summer program that provides recreational, educational and cultural experiences for youth ages 4 to 18.$5,000
Concord Neighborhood Center
1310 S Meridian StreetIndianapolisIN46225NonePCProvide general operating support to serve low-income families that live in the near southside and to help offset impacts related to the COVID-19 pandemic.$25,000
Conner Prairie
13400 Allisonville RoadFishersIN46038NonePCBuild a system of accessible trails, walkways and river education hubs along a 3.3-mile stretch of the White River that would be open to the public, while simultaneously improving river health and stabilizing the shoreline.$500,000
Conservation Law Center
116 S Indiana AvenueBloomingtonIN47408NonePCContinue to implement the Indiana Water Report recommendations by educating government officials and key stakeholders about Indiana's water resources and the importance of preparing for changing demand, as well as for floods and droughts, and committing to significant improvements in water quality.$150,000
daVinci Pursuit Inc
826 N Graham AvenueIndianapolisIN46219NonePCContinue to create more sculptures, interactive installations, and educational signage and programs along the White River to promote watershed education, advocacy and protection, while helping people to engage wisely in the White River's use and future development.$40,000
Dayspring Center Inc
PO Box 44105IndianapolisIN46244NonePCSupport for the grantee's general operating expenses.$25,000
Desert Botanical Garden
1201 N Galvin ParkwayPhoenixAZ85008NonePCSupport for the Central Arizona Conservation Alliance to implement a Regional Open Space Strategy to support healthy ecosystems and provide safe open spaces within Maricopa County communities.$125,000
Desert Mission
9229 N 4th StreetPhoenixAZ85020NonePCProvide general operating support to help vulnerable families receive food access and to help offset impacts related to the COVID-19 pandemic.$50,000
DirectEmployers Institute
9100 Purdue Road Suite 400 Suite 40IndianapolisIN46268NonePCSupport for a four-week summer program for low-income students, grades 8-12, interested in exploring STEM careers in a work-based environment.$5,0000
Domestic Violence Network of Greater Indianapolis
9245 N Meridian Street Suite 235IndianapolisIN46260NonePCSupport for the grantee's general operating expenses.$35,000
Dyslexia Institute of Indiana
8395 Keystone Crossing Suite 110IndianapolisIN46240NonePCSupport for the Free Tutoring Project, which provides high-quality tutoring at no cost to children of color, living in low-income homes.$75,000
Edna Martin Christian Center
2605 E 25th StreetIndianapolisIN46218NonePCSupport for Edna Martin Christian Center's summer programming for youth ages 4 to 18.$5,000
Edna Martin Christian Center
2605 E 25th StreetIndianapolisIN46218NonePCProvide general operating support to serve families with low income that live in the Martindale-Brightwood neighborhood and to help offset impacts related to the COVID-19 pandemic.$25,000
Every Dog Counts Rescue
PO Box 108ZionsvilleIN46077NonePCSupport for costs to pull 80 sick, injured or elderly animals from Indianapolis Animal Care Services, return them to good health and prepare them for adoption.$25,000
FACE Low-Cost Animal Clinic
1505 Massachusetts AvenueIndianapolisIN46201NonePCSupport to provide spay/neuter surgeries, vaccinations and wellness services for dogs and cats.$175,000
Family Promise of Greater Phoenix
7447 E Earll DriveScottsdaleAZ85251NonePCSupport for an eviction prevention program to help families at risk of eviction or homelessness.$50,000
Fay Biccard Glick Neighborhood Center at Crooked Creek
2990 W 71st StreetIndianapolisIN462682239NonePCSupport for daily employment and career exploration program for teens using EmployIndy curriculum.$5,000
Fay Biccard Glick Neighborhood Center at Crooked Creek
2990 W 71st StreetIndianapolisIN462682239NonePCProvide general operating support to serve families with low income that live in the Crooked Creek area and to help offset impacts related to the COVID-19 pandemic.$25,000
FIDO Inc
PO Box 30069IndianapolisIN46230NonePCSupport to provide outreach, supplies and services to pets and their owners within the eight areas in Indianapolis that account for the majority of calls to Indianapolis Animal Care Services.$75,000
Flanner House of Indianapolis
2424 Dr Martin Luther King StreetIndianapolisIN46208NonePCSupport for daily enrichment program focusing on STEM and literacy for children ages 4 to 14.$5,000
Flanner House of Indianapolis
2424 Dr Martin Luther King StreetIndianapolisIN46208NonePCProvide general operating support to serve families with low income that live in the near northwest side and to help offset impacts related to the COVID-19 pandemic.$25,000
Florence Crittenton
715 W Mariposa StreetPhoenixAZ85013NonePCSupport for Girls Ranch's general operating expenses.$2,700
Foster Success formerly - Indiana Connected By 25
546 E 17th Street Suite 206IndianapolisIN46202NonePCProvide general operating support to serve teens and young adults as they transition from foster care into adulthood and to help offset impacts related to the COVID-19 pandemic.$60,000
Foundation For Senior Living aka FSL
1201 E Thomas RoadPhoenixAZ85014NonePCProvide general operating support for home and community-based services to low-income seniors and to help offset impacts related to the COVID-19 pandemic.$50,000
Friendly House
113 W Sherman StreetPhoenixAZ85003NonePCProvide general operating support for educational and social service programs for low-income and vulnerable populations and to help offset impacts related to the COVID-19 pandemic.$50,000
Friends of Indianapolis Animal Care Services Foundation
7399 N Shadeland Avenue Suite 117IndianapolisIN46250NonePCSupport to provide resources to pet owners so that they do not have to surrender their pets to the shelter.$75,000
Friends of Indianapolis Animal Care Services Foundation
7399 N Shadeland Avenue Suite 117IndianapolisIN46250NonePCSupport to hire a consulting firm to provide campaign counsel and staffing for a fundraising campaign for a modern animal shelter and resource center.$75,000
Friends of Public Radio Arizona fbo HearArizona KJZZ
2323 W 14th StreetTempeAZ85281NonePCProvide support for on-air programming on the Phoenix public radio station.$39,386
Friends of the White River
PO Box 90171IndianapolisIN46290NonePCIn consultation with the Marion County Soil and Water Conservation District, expand outreach to and resources for property owners along the White River to implement environmental enhancement practices on their properties, and coordinate a campaign addressing persistent illegal dumping near the river.$30,000
Gannett Company Inc dba Arizona Republic
200 E Van Buren StreetPhoenixAZ85004NoneNCProvide in-depth reporting that focuses on Arizona's most pressing environmental issues.$212,850
Gannett Company Inc dba Arizona Republic
200 E Van Buren StreetPhoenixAZ85004NoneNCProvide in-depth reporting that focuses on Arizona's most pressing environmental issues.$72,517
Generation Justice
3900 E Camelback Road Suite 300PhoenixAZ85018NonePCExpand services for foster children by training and educating caretakers and child advocates about the legal rights of children in foster care, and provide resources about the dependency process and how to advocate for the rights of foster children.$50,000
Girl Scouts - Arizona Cactus Pine Council
119 E Coronado RoadPhoenixAZ85004NonePCExpand access to outdoor experiences for girls, and welcome new girls by addressing barriers to participation, especially in areas where resources are limited.$75,000
Girl Scouts of Central Indiana
Leadership and Learning Center 7201IndianapolisIN46214NonePCProvide general operating support to serve girls and to help offset impacts related to the COVID-19 pandemic.$50,000Girl Scout Lane
Girls Inc of Greater Indianapolis
3935 N Meridian StreetIndianapolisIN46208NonePCProvide general operating support for programming for girls in central Indiana and to help offset impacts related to the COVID-19 pandemic.$75,000
Gleaners Food Bank of Indiana
3737 Waldemere AvenueIndianapolisIN462417234NonePCSupport for the grantee's general operating expenses.$50,000
Goodwill Foundation of Central and Southern Indiana
1635 W Michigan StreetIndianapolisIN462223852NonePCSupport to provide one-on-one coaching to 140 retail employees as they become more economically successful.$75,000
Groundwork Indy Inc
1107 Burdsal ParkwayIndianapolisIN46208NonePCSupport for a daily summer program that provides professional development skills to encourage environmental and conservation awareness and advocacy in youth ages 14 to 18.$5,000
GSD Rescue Indy Inc
1831 Prospect StreetIndianapolisIN46203NonePCSupport for vet fees, food and medications for 55 dogs pulled from Indianapolis Animal Care Services.$20,000
Habitat for Humanity Central Arizona
2830 W Glendale AvenuePhoenixAZ85051NonePCExpand the Aging in Place program, making safety and functional home modifications and repairs to help seniors with low incomes remain in their homes.$75,000
Hamilton County Tourism
37 E Main StreetCarmelIN46032NoneNCImplement the messaging and branding components of the White River Vision Collective's mission as articulated in the White River Vision Plan, furthering the appreciation and utilization of the White River as a recreational asset for use by the general public and furthering the preservation and protection of this ecologically significant area.$100,000
Happy Hollow Children's Camp Inc
615 N Alabama Street Suite 134IndianapolisIN46204NonePCSupport for a residential summer camp for youth ages 7 to 14.$10,000
Hawthorne Social Service Association
2440 W Ohio StreetIndianapolisIN46222NonePCSupport for a daily summer camp for youth ages 4 to 15.$5,000
Hawthorne Social Service Association
2440 W Ohio StreetIndianapolisIN46222NonePCProvide general operating support to serve families with low income that live in the near westside and to help offset impacts related to the COVID-19 pandemic.$25,000
Heaven After Hell Rescue
6819 W 21st StreetIndianapolisIN46214NonePCSupport to cover agency's rent and utilities, enabling it to pull at least 300 dogs from area shelters and prepare them for adoption.$20,000
Helping Paws Incorporated
5345 Allisonville RoadIndianapolisIN46220NonePCSupport for costs of urgent medical expenses for 160 dogs and cats in the Indianapolis Animal Care Services Indy CARES program.$25,000
Homeless Youth Connection
9950 W Van Buren Street Ste 114AvondaleAZ85323NonePCProvide general operating support to serve high school youth experiencing homelessness and to help offset impacts related to the COVID-19 pandemic.$50,000
Homeward Bound
2302 W Colter StreetPhoenixAZ85015NonePCSupport for technology infrastructure and staff resources to streamline homelessness prevention strategies and expand services.$100,000
Hoosier Environmental Council
3951 N Meridian Street Suite 100IndianapolisIN46208NonePCReduce coal ash and factory farm pollution and preserve floodplains and wetlands by engaging in advocacy and public awareness; and provide technical assistance to implement the Mounds Greenway, a forested buffer for the White River between Muncie and Anderson.$150,000
Horizon House
1033 E Washington StreetIndianapolisIN46202NonePCSupport for the grantee's general operating expenses.$25,000
House of Refuge
6935 E Williams Field RoadMesaAZ85212NonePCContinue programming to help individuals experiencing homelessness set career and education goals, assist with the job search and application process and secure education services for residents' children.$40,000
Humane Society for Hamilton County
1721 Pleasant StreetNoblesvilleIN46060NonePCSupport to purchase an x-ray machine for agency's new medical Center, which annually serves 3,100 cats and dogs (500 of which are at risk for euthanasia and pulled from Indianapolis Animal Care Services).$25,000
Humane Society of Indianapolis aka IndyHumane
7929 N Michigan RoadIndianapolisIN46268NonePCSupport to help return the grantee's downtown animal clinic to pre-pandemic levels of service and achieve 10,000 spay/neuter surgeries per year.$170,000
Humane Society of Indianapolis aka IndyHumane
7929 N Michigan RoadIndianapolisIN46268NonePCSupport for a daily summer program that teaches care, respect and compassion for animals to youth ages 8 to 15.$5,000
Humane Society of Indianapolis aka IndyHumane
7929 N Michigan RoadIndianapolisIN46268NonePCSupport to rebuild the program's website and database to help reunite approximately 2,500 lost pets with their owners by improving lost pet alerts.$10,000
Humane Society of Johnson County
3827 N Graham RoadFranklinIN46131NonePCSupport for medical treatment, vaccinations and spay/neuter services for 400 cats and dogs.$25,000
ICM Food and Clothing Bank aka Nourish PHX
PO Box 2225PhoenixAZ850022225NonePCEstablish the Snap to Work program, providing job readiness and job retention services to low-income individuals.$30,000
ICM Food and Clothing Bank aka Nourish PHX
PO Box 2225PhoenixAZ850022225NonePCSupport for the grantee's general operating expenses.$10,000
Indiana Land Protection Alliance
620 E Ohio StreetIndianapolisIN46202NonePCContinued support for the executive director's salary and benefits and to expand the agency's capacity.$50,000
Indiana Wildlife Federation
708 E Michigan StreetIndianapolisIN46202NonePCDevelop six to eight access trails of at least four additional miles along the White River and engage in public education on land stewardship, educational habitat programs, invasive species identification and eradication, and basic watershed ecology.$50,000
Indianapolis Legal Aid
615 N Alabama Street Suite122IndianapolisIN46204NonePCProvide general operating support for civil legal services for low-income individuals and to help offset impacts related to the COVID-19 pandemic.$50,000
Indianapolis Neighborhood Housing Partnership Inc aka INHP
3550 N Washington BoulevardIndianapolisIN46205NoneSO ISupport for the Essential Home Repair Program, making safety and functional home modifications and repairs to help seniors with low incomes and homeowners with disabilities remain in their homes.$50,000
Indianapolis Star aka Gannett Satellite Informative Network
130 S Meridian StreetIndianapolisIN46225NoneNCUnderwriting in-depth reporting that focuses on central Indiana's most pressing environmental issues.$160,000
Indianapolis Urban League
777 Indiana AvenueIndianapolisIN46202NonePCProvide general operating support to serve families that live in some of the city's most violent and economically depressed neighborhoods and to help offset impacts related to the COVID-19 pandemic.$25,000
Indianapolis-Marion County Public Library Foundation
2450 N Meridian PO Box 6134IndianapolisIN462066134NonePCSupport for a summer reading program for youth ages 4 to 18 to foster childhood literacy and technology skills.$10,000
Indy Neighborhood Cats
973 N Shadeland Avenue Suite 143 14IndianapolisIN46219NonePCSupport to provide targeted spay/neuter surgeries to the top three Indianapolis zip codes with the highest number of kitten and cat surrenders at Indianapolis Animal Care Services.$25,0003
Ivy Tech Foundation Inc
50 West Fall Creek Parkway North DrIndianapolisIN462085752NonePCDevelop a program for former foster care or homeless youth to help them successfully transition to college.$100,000ive
John H Boner Community Center aka John Boner Neighborhood Centers
2236 E 10th StreetIndianapolisIN46201NonePCSupport for a daily summer youth employment program for teens.$5,000
John H Boner Community Center aka John Boner Neighborhood Centers
2236 E 10th StreetIndianapolisIN46201NonePCProvide general operating support to serve families with low income that live in the near eastside and to help offset impacts related to the COVID-19 pandemic.$25,000
John H Boner Community Center aka John Boner Neighborhood Centers
2236 E 10th StreetIndianapolisIN46201NonePCSupport to allow a network of 13 Indianapolis community centers and community-based organizations conduct a thorough information-gathering and strategic-planning process to plan for future collaboration.$50,000
Justa Center
1001 W Jefferson StreetPhoenixAZ85007NonePCSupport to design and implement a volunteer-based program to return life skills to seniors who are transitioning from experiencing homelessness to housing.$60,000
Keep Indianapolis Beautiful
1029 E Fletcher Avenue Suite 100IndianapolisIN46203NonePCSupport for the Youth Tree Team and its efforts to support high school students interested in improving their community and supporting the environment.$5,000
Keep Indianapolis Beautiful
1029 E Fletcher Avenue Suite 100IndianapolisIN46203NonePCRemove invasive plants and create native landscapes in Riverside Park near the Lake Indy Boat Ramp and Ravenswood Overlook Park in Broad Ripple, and provide naturalist training for 10 college students.$75,000
Live and Learn Program
326 E Coronado Road Suite 201PhoenixAZ85004NonePCSupport to expand services to provide women impacted by poverty a pathway to economic independence.$50,000
Low Cost Spay-Neuter Clinic
1721-A Pleasant StreetNoblesvilleIN46060NonePCSupport to subsidize the cost of spay/neuter surgeries and rabies vaccines for at least 250 owned dogs and cats, as well as community cats.$25,000
Maggie's Place
PO Box 1102PhoenixAZ85001NonePCSupport to help pregnant and parenting moms and families overcome barriers to resiliency and to connect them with service partners during their transition to self-sufficiency.$65,000
Maricopa County Animal Care and Control
2500 S 27th AvenuePhoenixAZ85009NoneGOVSupport for 10 mobile clinics to spay/neuter 400 dogs and cats and administer 800 preventative wellness vaccinations.$40,000
Maricopa County Community College District Foundation
2419 W 14th StreetTempeAZ85281NonePCSupport for the Bridging Success program to assist students who were formerly in foster care.$100,000
Marion County Commission on Youth Inc
1375 W 16th StreetIndianapolisIN46202NonePCSupport for costs associated with the Summer Youth Program Fund's Youth Working for Indy employment program.$25,000
Mary Rigg Neighborhood Center
1920 W Morris StreetIndianapolisIN46221NonePCSupport for Mary Rigg's summer programming for youth ages 5 to 14.$5,000
Mary Rigg Neighborhood Center
1920 W Morris StreetIndianapolisIN46221NonePCProvide general operating support to serve families with low income that live in the near westside and to help offset impacts related to the COVID-19 pandemic.$25,000
Mentoring Women's Network Foundation dba Pass the Torch
350 Massachusetts Avenue Suite 300IndianapolisIN46204NonePCProvide general operating support to help women advance in their careers and to help offset impacts related to the COVID-19 pandemic.$75,000
Midwest Food Bank Indiana Division
6450 S Belmont AvenueIndianapolisIN46217NonePCProvide general operating support to help alleviate hunger and to help offset impacts related to the COVID-19 pandemic.$50,000
MLK Center aka Martin Luther King Multi-Service Center Indianapolis
40 W 40th StreetIndianapolisIN46208NonePCSupport for a daily summer camp serving youth ages 5 to 17 (through Read to Lead academic enrichment camp and Tarkington Teen Work Crew employment program).$5,000
MLK Center aka Martin Luther King Multi-Service Center Indianapolis
40 W 40th StreetIndianapolisIN46208NonePCCapital support to expand service offerings, modernize building and improve connectedness to community.$250,000
Nature Conservancy - Arizona
1819 E Morton Avenue Suite 100PhoenixAZ85020NonePCSupport design services for sediment reduction projects in the Prescott National Forest to develop implementation plans to recover the natural grasslands and stop head cutting and gully erosion caused by historic overgrazing and road and trail crossings.$42,500
Nature Conservancy - Arizona
1819 E Morton Avenue Suite 100PhoenixAZ85020NonePCContinue support for the Sustaining Flows Council, providing a forum for Verde Valley community leaders and water users to discuss and plan for long-term water security.$49,400
Nature Conservancy - Arizona
1819 E Morton Avenue Suite 100PhoenixAZ85020NonePCContinue the next phase of the Verde River Watershed Report Card project by disseminating and communicating the baseline report card; continuing to collect data and monitor conditions; and producing, disseminating and communicating the second report card.$48,450
Nature Conservancy - Arizona
1819 E Morton Avenue Suite 100PhoenixAZ85020NonePCSupport for surface water projects, including irrigation efficiency improvements, conveyance efficiency upgrades, diversion efficiency improvements and water-use agreements.$92,300
Nature Conservancy - Arizona
1819 E Morton Avenue Suite 100PhoenixAZ85020NonePCContinue the Verde River Exchange, a water market-based program that allows participants to voluntarily reduce consumption and save water for the Verde River.$125,000
Nature Conservancy - Arizona
1819 E Morton Avenue Suite 100PhoenixAZ85020NonePCContinue implementing projects with developers and municipalities that reduce water use and demonstrate effective effluent and stormwater management.$100,000
Nature Conservancy - Arizona
1819 E Morton Avenue Suite 100PhoenixAZ85020NonePCPilot a water rights trading platform covering approximately 300 acres in the Verde Valley in order to contribute to water rights certainty and save water for the Verde River.$102,250
Nature Conservancy - Arizona
1819 E Morton Avenue Suite 100PhoenixAZ85020NonePCSupport to protect water security for people and nature by engaging in the general stream adjudication process for the Verde River basin.$68,000
Nature Conservancy - Arizona
1819 E Morton Avenue Suite 100PhoenixAZ85020NonePCSupport for the Verde Watershed Restoration Coalition to carry out its strategic plan and implement sediment reduction in the Verde River basin.$147,000
Nature Conservancy - Arizona
1819 E Morton Avenue Suite 100PhoenixAZ85020NonePCSupport to reduce groundwater demand through agriculture infrastructure improvements and other projects.$274,275
Nature Conservancy - Arizona
1819 E Morton Avenue Suite 100PhoenixAZ85020NonePCSupport to implement a best-management certification program for residents, businesses, farmers, developments and communities to keep the Verde River healthy and flowing.$52,500
Nature Conservancy - Arizona
1819 E Morton Avenue Suite 100PhoenixAZ85020NonePCSupport water data collection and analysis to better understand, communicate, plan for and analyze the health of the Verde River watershed.$46,250
Nature Conservancy - Arizona
1819 E Morton Avenue Suite 100PhoenixAZ85020NonePCReduce the amount of water diverted from the Verde River by improving the function of key ditches and increasing the efficiency in conveying water to farms.$75,000
Nature Conservancy - Arizona
1819 E Morton Avenue Suite 100PhoenixAZ85020NonePCConduct a demonstration project with the City of Cottonwood to highlight how municipalities can reduce groundwater demand on the Verde River and utilize effluent and stormwater as sources for irrigation.$71,200
Nature Conservancy - Arizona
1819 E Morton Avenue Suite 100PhoenixAZ85020NonePCPilot the first irrigation dam redesign in the Verde Valley that would allow fish passage and reduce sediment runoff into the Verde River.$28,000
Nature Conservancy - Arizona
1819 E Morton Avenue Suite 100PhoenixAZ85020NonePCPrevent domestic water loss by assisting private water utilities throughout the Verde watershed with leak-reduction detection.$130,000
Nature Conservancy - Arizona
1819 E Morton Avenue Suite 100PhoenixAZ85020NonePCSupport for project development and due diligence in preparation for acquisition of conservation easements in the Verde River watershed.$102,250
Nature Conservancy - Arizona
1819 E Morton Avenue Suite 100PhoenixAZ85020NonePCSupport to develop a shared vision for management and restoration of West Clear Creek.$75,000
Nature Conservancy - Arizona
1819 E Morton Avenue Suite 100PhoenixAZ85020NonePCExpand infrastructure improvements across the Verde River watershed, resulting in reduced diverted surface water and improved irrigation.$75,000
Nature Conservancy - Indiana Chapter
Efroymson Conservation Center 620 EIndianapolisIN462023811NonePCImprove Indianapolis' primary water source through work in the Upper White River Watershed by encouraging the use of cover crops in farming, examining soil nutrient trends, and installing native aquatic vegetation to improve fish habitat and stream bed stability.$375,000Ohio Street
NeighborLink Indianapolis Foundation Inc
3421 N Park AvenueIndianapolisIN46205NonePCSupport to hire the agency's first non-volunteer executive director.$75,000
Operation Job Ready Veterans
9130 Otis Avenue Suite AIndianapolisIN46216NonePCProvide general operating support for career development and employment services to veterans and to help offset impacts related to the COVID-19 pandemic.$50,000
PACC911 - Phoenix Animal Care Coalition 911
10645 N Tatum Boulevard Suite 200-5PhoenixAZ85028NonePCSupport to aid and rescue 200 pets from Phoenix-area shelters.$50,00016
Paws and Think Inc
1346 N Delaware StreetIndianapolisIN46202NonePCSupport for obedience training for 65 dogs in the Marion County Justice Youth Canine program and for food, kenneling and vet fees.$25,000
Phoenix Herpetological Society
20701 N Scottsdale Road Suite 107 PScottsdaleAZ85255NonePCProvide general operating support for the conservation and preservation of native and non-native reptiles and to help offset impacts related to the COVID-19 pandemic.$50,000MB 401
Phoenix Public Library Foundation
PO Box 3735PhoenixAZ85030NonePCSupport to provide in-depth college planning services targeting low-income and working-class youth and adults and to help offset impacts related to the COVID-19 pandemic.$25,000
Phoenix Public Library Foundation
PO Box 3735PhoenixAZ85030NonePCSupport for the ReEngage Phoenix and Career Online High School to allow individuals who did not graduate high school with the opportunity to earn their high school diploma or equivalent and continue on to postsecondary education.$125,000
Phoenix Rescue Mission
1540 W Van Buren StreetPhoenixAZ85007NonePCSupport for the grantee's general operating expenses.$5,000
Phoenix Zoo
455 N Galvin ParkwayPhoenixAZ850083431NonePCConstruct a new one-acre African lion and hyena habitat.$500,000
Planned Parenthood Arizona
4751 N 15th StreetPhoenixAZ85014NonePCSupport to provide one year of contraceptives for those 19 and younger at Maricopa County health centers.$100,000
Planned Parenthood of Indiana and Kentucky
200 S Meridian Street Suite 400IndianapolisIN46225NonePCSupport to provide long-acting reversible contraceptives for those who are uninsured or on Medicaid at the Southside and Midtown health center locations.$100,000
Prevent Child Abuse Arizona
PO Box 26495Prescott ValleyAZ86312NonePCSupport for the Baby CASA training project, providing unique, year-round training opportunities for Court Appointed Special Advocate volunteers to advocate on behalf of infants and toddlers in foster homes or kinship care.$30,000
Purdue Research Foundation
403 W Wood StreetWest LafayetteIN47907NonePCExpand the Purdue University College of Veterinary Medicine's Priority 4 Paws program into Marion County and provide at least 60 veterinary students per year with surgical experience, including conducting high-volume spay/neuter surgeries at Indianapolis shelters.$75,000
Read Better Be Better
715 E Montecito AvenuePhoenixAZ85014NonePCSupport for six local nonprofit organizations to provide in-depth literacy support to 2,400 families.$90,000
Reconnecting to Our Waterways
615 N Alabama Street Suite 119IndianapolisIN46204NonePCContinue to engage in water quality outreach in Indianapolis' inner core neighborhoods, supporting local efforts to organize waterway projects and events, and oversee the Partners for the White River metrics and communications efforts.$100,000
School on Wheels Corp
2605 E 62nd Street Suite 2005IndianapolisIN46220NonePCProvide general operating support to help school-age children experiencing homelessness and to help offset impacts related to the COVID-19 pandemic.$75,000
Shepherd Community Center
4107 E Washington StreetIndianapolisIN46201NonePCProvide general operating support to serve families with low income that live in the near eastside and to help offset impacts related to the COVID-19 pandemic.$25,000
Society of Environmental Journalists
1629 K Street NW Suite 300WashingtonDC20006NonePCPublicize, implement and manage the 2021, 2022 and 2023 Nina Mason Pulliam Award for Outstanding Environmental Reporting.$21,600
Society of St Vincent de Paul - Phoenix
420 W Watkins RoadPhoenixAZ85003NonePCSupport for the grantee's general operating expenses.$75,000
Society of St Vincent de Paul Council of Indianapolis
3001 E 30th StreetIndianapolisIN46218NonePCSupport for the grantee's general operating expenses.$25,000
Southeast Community Services
901 Shelby StreetIndianapolisIN46203NonePCSupport for Southeast's five-week academic enrichment camp for youth ages 6-14.$5,000
Southeast Community Services
901 Shelby StreetIndianapolisIN46203NonePCProvide general operating support to serve families with low income that live in the near southeast side and to help offset impacts related to the COVID-19 pandemic.$25,000
Southern Arizona Association for the Visually Impaired (SAAVI)
3767 EGrant RoadTucsonAZ85716NonePCSupport to serve 150 children who are blind, and their families, by remediating gaps of learning equality for students with visual impairment or blindness.$50,000
Southwest Human Development
2850 N 24th StreetPhoenixAZ85008NonePCSupport for the grantee's general operating expenses.$7,500
St Mary's Food Bank Alliance
2841 N 31st AvenuePhoenixAZ850091518NonePCSupport to deliver food and water to residents in the Navajo Nation suffering from impacts related to the COVID-19 pandemic.$75,000
St Mary's Food Bank Alliance
2841 N 31st AvenuePhoenixAZ850091518NonePCSupport for the grantee's general operating expenses.$12,500
St Richard's Episcopal School
33 E 33rd StreetIndianapolisIN462053401NonePCSupport for a daily summer program that provides academic enrichment, arts and recreational programs for youth ages 4 to 14.$5,000
Stand For Children Leadership Center - Arizona
4949 E Van Buren Street 64233PhoenixAZ85082NonePCSupport for 200 families to participate in a literacy program that develops family engagement and empowers parents with the skills and knowledge they need to support their children learning to read.$35,000
Starfish Initiative
2955 N Meridian Street Suite 101IndianapolisIN46208NonePCProvide general operating support to help high school students prepare for college and to help offset impacts related to the COVID-19 pandemic.$50,000
STEM Connection
8407 Moore RoadIndianapolisIN46278NonePCSupport for a science and nature education summer camp for youth ages 4 to 11.$5,000
Teachers Treasures
1800 E 10th StreetIndianapolisIN46201NonePCSupport for the grantee's general operating expenses.$20,000
TeenWorks Inc aka Pro 100 Inc
2820 N Meridian Street Suite 1250IndianapolisIN46208NoneSO ISupport for a summer program to provide teens job readiness skills and career exploration using EmployIndy curriculum.$5,000
TeenWorks Inc aka Pro 100 Inc
2820 N Meridian Street Suite 1250IndianapolisIN46208NoneSO ISupport to assist high school seniors transition to jobs and post-secondary schooling.$75,000
Tempe Community Action Agency
2146 E Apache BoulevardTempeAZ85281NonePCSupport for the grantee's general operating expenses.$7,000
The Salvation Army Indiana Division
6060 Castleway West DriveIndianapolisIN46250NonePCSupport for the grantee's general operating expenses.$50,000
The Salvation Army Phoenix
Southwest Divisional Headquarters 2PhoenixAZ85008NonePCSupport for the grantee's general operating expenses.$65,000707 E Van Buren Street
Trustees of Indiana University
301 University Boulevard Suite 1031IndianapolisIN46202NoneGOVContinued support for the THRIVE program to help students, who are under 25 years old and independent due to foster care, homelessness, emancipation or disconnection from parental support, transition to and remain in college.$115,200
UMOM New Day Centers
3333 E Van Buren StreetPhoenixAZ850086812NonePCProvide general operating support to serve families experiencing homelessness and to help offset impacts related to the COVID-19 pandemic.$100,000
United Way of Central Indiana
2955 N Meridian Street Suite 300IndianapolisIN46208NonePCSupport for the Winter Assistance Fund's general operating expenses.$50,000
United Way of Central Indiana
2955 N Meridian Street Suite 300IndianapolisIN46208NonePCSupport for the grantee's general operating expenses.$25,000
Valley Leadership Corporation
7000 N 16th Street Suite 120-439PhoenixAZ85020NonePCEstablish a complementary leadership program focused on harnessing engagement of Valley Leadership alumni and working toward solutions for pressing community issues.$50,000
Valley of the Sun United Way
3200 E Camelback Road Suite 375PhoenixAZ85018NonePCSupport for the grantee's general operating expenses.$25,000
Visually Impaired Preschool Services (VIPS Indiana)
1100 W 42nd Street Suite 228IndianapolisIN46208NonePCCapital support to build a new 6,200-square-foot family resource center in downtown Indianapolis for children ages 0-3 who are blind or visually impaired.$250,000
Waste Not
1700 N Granite Reef RoadScottsdaleAZ85257NonePCSupport to purchase a refrigerated box truck to efficiently rescue larger quantities of food for families experiencing food insecurity.$105,000
Wesley Community Center
1625 N 39th AvenuePhoenixAZ85009NonePCProvide general operating support for community programs for low-income residents and to help offset impacts related to the COVID-19 pandemic.$75,000
WFYI Public Media aka Metropolitan Indianapolis Public Broadcasting
1630 N Meridian StreetIndianapolisIN46202NonePCProvide support for on-air programming on the Indianapolis public radio station.$38,085
Wheeler Mission Ministries
205 E New York StreetIndianapolisIN46204NonePCRenovate and expand the Center for Women and Children, increasing the capacity to serve homeless women and children by 175%.$250,000
Wheeler Mission Ministries
205 E New York StreetIndianapolisIN46204NonePCSupport for the grantee's general operating expenses.$50,000
White River Alliance aka Upper White River Watershed Alliance Inc
1052 Woodlawn AvenueIndianapolisIN46203NonePCAdvance the Indiana Water Roadmap through a variety of means, including hosting the Indiana Water Summit and its regional forums and promoting the adoption of waterway conservation best management practices and policies.$425,000
White River Alliance aka Upper White River Watershed Alliance Inc
1052 Woodlawn AvenueIndianapolisIN46203NonePCDevelop a "report card" for the Upper White River Watershed that would evaluate community and ecosystem conditions, increase public awareness, and inform and influence decision makers to improve the watershed's health and utilization.$105,500
Nina Scholars Program at Arizona State University
411 N Central AvenuePhoenixAZ850045420NonePCSupport for the Nina Mason Pulliam Legacy Scholars Program.$534,504
Nina Scholars Program at Ivy Tech Community College - Central Indiana
50 W Fall Creek Parkway North DriveIndianapolisIN462085752NonePCSupport for the Nina Mason Pulliam Legacy Scholars program.$253,540Room 141
Nina Scholars Program at Maricopa County Community Colleges District
2411 W 14th StreetTempeAZ852816942NonePCSupport for the Nina Mason Pulliam Legacy Scholars Program.$258,168
Nina Scholars Program at Trustees of Indiana University
815 W Michigan Street UC B10-CIndianapolisIN462025164NoneGOVSupport for the Nina Mason Pulliam Legacy Scholars Program.$187,200
Arizona Humane Society
1521 W Dobbins RoadPhoenixAZ85041NonePCEmployee Matching Gift Program$25,000
Brighter Way Institute
3140 W Buckeye RoadPhoenixAZ85009NonePCEmployee Matching Gift Program$4,000
Broad Ripple Village Association
818 Broad Ripple AvenueIndianapolisIN46220NonePCEmployee Matching Gift Program$5,000
Central Indiana Community Foundation aka CICF
615 N Alabama Street Suite 300IndianapolisIN462041498NonePCEmployee Matching Gift Program$2,000
Chrysalis Shelter for Victims of Domestic Violence
2055 W Northern AvenuePhoenixAZ85021NonePCEmployee Matching Gift Program$6,000
Defenders of Children
5320 North 16th Street Suite 100PhoenixAZ85016NonePCEmployee Matching Gift Program$400
Elevate Indianapolis
2902 N Meridian StreetIndianapolisIN462084715NonePCEmployee Matching Gift Program$2,600
Franklin College
501 E Monroe StreetFranklinIN461312598NonePCEmployee Matching Gift Program$200
Gleaners Food Bank of Indiana
3737 Waldemere AvenueIndianapolisIN462417234NonePCEmployee Matching Gift Program$5,000
Goodwill of Central and Southern Indiana
1635 W Michigan StreetIndianapolisIN46222NonePCEmployee Matching Gift Program$2,000
Greenfield Central School Foundation
110 W North StreetGreenfieldIN46140NonePCEmployee Matching Gift Program$892
Hancock County Community Foundation
312 E Main StreetGreenfieldIN46140NonePCEmployee Matching Gift Program$500
Humane Society of Johnson County
3827 N Graham RoadFranklinIN46131NonePCEmployee Matching Gift Program$100
Indiana American Turkish Association aka IN-ATATURK
17520 Dartown Road PO Box 241WestfieldIN460749998NonePCEmployee Matching Gift Program$100
Indiana State Museum Foundation Inc
650 W Washington StreetIndianapolisIN46204NonePCEmployee Matching Gift Program$2,000
Indianapolis Tennis and Education Foundation
8391 N Illinois StreetIndianapolisIN46260NonePCEmployee Matching Gift Program$6,000
Oaks Academy
2301 N Park AvenueIndianapolisIN46205NonePCEmployee Matching Gift Program$600
PEAK Grantmaking
1701 Pennsylvania Avenue NW Suite 2WashingtonDC20006NonePCEmployee Matching Gift Program$66800
Poverty's Pets Inc
722 W Virginia AvePhoenixAZ850071119NonePCEmployee Matching Gift Program$500
Poverty's Pets Inc
722 W Virginia AvePhoenixAZ850071119NonePCEmployee Matching Gift Program$2,000
Rosie's House A Music Academy for Children Inc
919 E Jefferson StreetPhoenixAZ85034NonePCEmployee Matching Gift Program$25,000
Second Helpings
The Eugene Marilyn Glick Center 112IndianapolisIN46202NonePCEmployee Matching Gift Program$5,0001 Southeastern Avenue
Southwest Human Development
2850 N 24th StreetPhoenixAZ85008NonePCEmployee Matching Gift Program$4,000
THE PUTNAM COUNTY COMMUNITY FOUNDATION INC
2 South Jackson StreetGreencastleIN46135NonePCEmployee Matching Gift Program$500
Villages of Indiana Inc
3833 N Meridian StreetIndianapolisIN46208NonePCEmployee Matching Gift Program$5,000
Visually Impaired Preschool Services (VIPS Indiana)
1100 W 42nd Street Suite 228IndianapolisIN46208NonePCEmployee Matching Gift Program$6,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$15,515,485TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (44 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
100 Black Men of Indianapolis
1101 N Central Avenue Suite 202PhoenixAZ85004NonePCRedesign and implement a workforce development program for LGBTQ+ youth, ages 15 to 24, to enter the workforce and prepare for long-term employment in jobs beyond minimum wage.$75,000
Arizona Call A Teen Youth Resources
649 N 6th AvenuePhoenixAZ85003NonePCContinue the Pathways to Success program, serving opportunity youth and young adults ages 14-24 with social-emotional support, college and career readiness and support programming.$55,000
Arizona Community Foundation
2201 E Camelback Road Suite 405BPhoenixAZ85016NonePCSupport for the Arizona Together for Impact initiative, helping nonprofits form affiliations, integrate programs or consider other strategic collaborations to further nonprofit sustainability and strengthen the provision of services.$40,000
Arizona Humane Society
1521 W Dobbins RoadPhoenixAZ85041NonePCProvide general operating support to assist owners of companion animals and help offset impacts related to the COVID-19 pandemic.$3,000,000
Arizona Newspapers Foundation
1001 N Central Avenue Suite 670PhoenixAZ85004NonePCPublicize, implement and manage the 2021, 2022 and 2023 Nina Mason Pulliam Environmental Journalism Awards.$10,000
Arizona Opportunities Industrialization Center
39 E Jackson StreetPhoenixAZ85004NonePCSupport to help 100 children in grades three through nine receive weekly language arts and STEM-based education and mentoring during the school year.$60,000
Big Brothers Big Sisters of Central Arizona
1615 E Osborn RoadPhoenixAZ85016NonePCSupport to hire a parent engagement manager responsible for creating and teaching family curriculum and connecting families to community resources.$75,000
Candelen PKA Association for Supportive Child Care
8222 S 48th Street Suite 120PhoenixAZ85044NonePCSupport to expand the Arizona Kith and Kin program to assist family, friends and neighbors who care for children in their homes.$70,000
CICP Foundation - Central Indiana Corporate Partnership
1210 Waterway Boulevard Suite 5000IndianapolisIN46202NoneSO IContinue to foster collaborations between major employers and educational institutions to create new pathways for workers to enter high-demand careers.$75,000
Common Sense Media
699 8th Street Suite C150San FranciscoCA94103NonePCTo expand digital literacy programs and safe technology and media usage to children and families in Maricopa County.$50,000
Conner Prairie
13400 Allisonville RoadFishersIN46038NonePCBuild a system of accessible trails, walkways and river education hubs along a 3.3-mile stretch of the White River that would be open to the public, while simultaneously improving river health and stabilizing the shoreline.$500,000
Dyslexia Institute of Indiana
8395 Keystone Crossing Suite 110IndianapolisIN46240NonePCSupport for the Free Tutoring Project, which provides high-quality tutoring at no cost to children of color, living in low-income homes.$75,000
Eiteljorg Museum of American Indians and Western Art
500 W Washington StreetIndianapolisIN46204NonePCCapital grant to reimagine and reinstall the Native American Galleries, giving voice to Native artists, their nation's stories, their traditions, their pasts and their futures.$500,000
Gannett Company Inc dba Arizona Republic
200 E Van Buren StreetPhoenixAZ85004NoneNCProvide in-depth reporting that focuses on Arizona's most pressing environmental issues.$367,283
Girl Scouts - Arizona Cactus Pine Council
119 E Coronado RoadPhoenixAZ85004NonePCExpand access to outdoor experiences for girls, and welcome new girls by addressing barriers to participation, especially in areas where resources are limited.$50,000
Goodwill Foundation of Central and Southern Indiana
1635 W Michigan StreetIndianapolisIN462223852NonePCSupport to provide one-on-one coaching to 140 retail employees as they become more economically successful.$50,000
Habitat for Humanity Central Arizona
2830 W Glendale AvenuePhoenixAZ85051NonePCExpand the Aging in Place program, making safety and functional home modifications and repairs to help seniors with low incomes remain in their homes.$75,000
Hoosier Environmental Council
3951 N Meridian Street Suite 100IndianapolisIN46208NonePCReduce coal ash and factory farm pollution and preserve floodplains and wetlands by engaging in advocacy and public awareness; and provide technical assistance to implement the Mounds Greenway, a forested buffer for the White River between Muncie and Anderson.$150,000
Hoosier State Press Association Foundation
212 W 10th Street Suite B340IndianapolisIN46202NonePCPublicize, implement and manage the 2021, 2022, and 2023 Nina Mason Pulliam Environmental Journalism Awards.$10,000
House of Refuge
6935 E Williams Field RoadMesaAZ85212NonePCContinue programming to help individuals experiencing homelessness set career and education goals, assist with the job search and application process and secure education services for residents' children.$40,000
Indianapolis Star
130 S Meridian StreetIndianapolisIN46225NoneNCUnderwriting in-depth reporting that focuses on central Indiana's most pressing environmental issues.$320,000
Indianapolis Zoo
1200 W Washington StreetIndianapolisIN46222NonePCSupport for the Global Center for Species Survival, which will serve as a headquarters connecting a team of conservation scientists to 10,000 scientists around the globe, and will provide an immersive visitor experience in a new exhibit space.$1,500,000
Justa Center
1001 W Jefferson StreetPhoenixAZ85007NonePCSupport to design and implement a volunteer-based program to return life skills to seniors who are transitioning from experiencing homelessness to housing.$40,000
Live and Learn Program
326 E Coronado Road Suite 201PhoenixAZ85004NonePCSupport to expand services to provide women impacted by poverty a pathway to economic independence.$35,000
Maggie's Place
PO Box 1102PhoenixAZ85001NonePCSupport to help pregnant and parenting moms and families overcome barriers to resiliency and to connect them with service partners during their transition to self-sufficiency.$35,000
Nature Conservancy - Arizona
1819 E Morton Avenue Suite 100PhoenixAZ85020NonePCSupport for the Verde Watershed Restoration Coalition to carry out its strategic plan and implement sediment reduction in the Verde River basin.$147,000
Nature Conservancy - Arizona
1819 E Morton Avenue Suite 100PhoenixAZ85020NonePCSupport to protect water security for people and nature by engaging in the general stream adjudication process for the Verde River basin.$69,000
Nature Conservancy - Arizona
1819 E Morton Avenue Suite 100PhoenixAZ85020NonePCPilot a water rights trading platform covering approximately 300 acres in the Verde Valley in order to contribute to water rights certainty and save water for the Verde River.$49,750
Nature Conservancy - Arizona
1819 E Morton Avenue Suite 100PhoenixAZ85020NonePCSupport to reduce groundwater demand through agriculture infrastructure improvements and other projects.$145,725
Nature Conservancy - Arizona
1819 E Morton Avenue Suite 100PhoenixAZ85020NonePCPrevent domestic water loss by assisting private water utilities throughout the Verde watershed with leak-reduction detection.$20,000
Nature Conservancy - Arizona
1819 E Morton Avenue Suite 100PhoenixAZ85020NonePCSupport water data collection and analysis to better understand, communicate, plan for and analyze the health of the Verde River watershed.$46,250
Nature Conservancy - Arizona
1819 E Morton Avenue Suite 100PhoenixAZ85020NonePCReduce the amount of water diverted from the Verde River by improving the function of key ditches and increasing the efficiency in conveying water to farms.$75,000
Nature Conservancy - Arizona
1819 E Morton Avenue Suite 100PhoenixAZ85020NonePCSupport to implement a best-management certification program for residents, businesses, farmers, developments and communities to keep the Verde River healthy and flowing.$157,500
Nature Conservancy - Indiana Chapter
Efroymson Conservation Center 620 EIndianapolisIN462023811NonePCImprove Indianapolis' primary water source through work in the Upper White River Watershed by encouraging the use of cover crops in farming, examining soil nutrient trends, and installing native aquatic vegetation to improve fish habitat and stream bed stability.$375,000Ohio Street
NeighborLink Indianapolis Foundation Inc
3421 N Park AvenueIndianapolisIN46205NonePCSupport to hire the agency's first non-volunteer executive director.$50,000
Nina Scholars Program at Arizona State University
411 N Central AvenuePhoenixAZ850045420NonePCSupport for the Nina Mason Pulliam Legacy Scholars program.$1,097,514
Nina Scholars Program at Trustees of Indiana University
815 W Michigan Street UC B10-CIndianapolisIN462025164NoneGOVSupport for the Nina Mason Pulliam Legacy Scholars program.$184,607
Nina Scholars Program at Maricopa County Community Colleges District
2411 W 14th StreetTempeAZ852816942NonePCSupport for the Nina Mason Pulliam Legacy Scholars program.$261,055
Nina Scholars Program at Ivy Tech Community College - Central Indiana
50 W Fall Creek Parkway North DriveIndianapolisIN462085752NonePCSupport for the Nina Mason Pulliam Legacy Scholars program.$330,522Room 141
Read Better Be Better
715 E Montecito AvenuePhoenixAZ85014NonePCSupport for six local nonprofit organizations to provide in-depth literacy support to 2,400 families.$90,000
Society of Environmental Journalists
1629 K Street NW Suite 300WashingtonDC20006NonePCPublicize, implement and manage the 2021, 2022 and 2023 Nina Mason Pulliam Award for Outstanding Environmental Reporting.$43,200
Stand For Children Leadership Center - Arizona
4949 E Van Buren Street 64233PhoenixAZ85082NonePCSupport for 200 families to participate in a literacy program that develops family engagement and empowers parents with the skills and knowledge they need to support their children learning to read.$35,000
TeenWorks Inc aka Pro 100 Inc
2820 N Meridian Street Suite 1250IndianapolisIN46208NoneSO ISupport to assist high school seniors transition to jobs and post-secondary schooling.$50,000
White River Alliance
1052 Woodlawn AvenueIndianapolisIN46203NonePCAdvance the Indiana Water Roadmap through a variety of means, including hosting the Indiana Water Summit and its regional forums and promoting the adoption of waterway conservation best management practices and policies.$345,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$10,829,406TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$20,357ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$741,856ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business901101BusinessCd
Unrelated Business Taxbl Incm$264,514UnrelatedBusinessTaxblIncmAmt
Exclusion18ExclusionCd
Exclusion$26,076,293ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$264,514UnrelatedBusinessTaxblIncmAmt
Exclusion$26,838,506ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$27,103,020TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcYes (true)PerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd

Transfer Schedule Detail TransferScheduleDetail (6 entries)

Line NumberLineNumberTxtInvolvedInvolvedAmtTransfers Trans And Shr ArrngmTransfersTransAndShrArrngmDesc
American Institute of Certified Public Accountants
1b(6)$920Membership Dues
Indiana CPA Society
1b(6)$840Membership Dues
CFA Society
1b(6)$355Membership Dues
Society of Human Resource Professionals
1b(6)$219Membership Dues
Association of Fundraising Professionals
1b(6)$365Membership Dues
Columbia Club
1b(6)$3,388Membership Dues
FieldValueIRS element (for citing)
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAudit & tax servicesCategoryTxt
Amt$50,360Amt
Net Investment Income$25,180NetInvestmentIncomeAmt
Disbursements Charitable Prps$25,180DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp

FieldValueIRS element (for citing)
PropertyDEPRECIATION EXPENSEPropertyDesc
Current Year Expense$84,507CurrentYearExpenseAmt
Net Investment Income$8,451NetInvestmentIncomeAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxtVerificationVerificationDtResults Of VerificationResultsOfVerificationTxt
Arizona Republic
200 E Van Buren StreetphoenixAZ850042020-07-29$652,650Educational publishing activities (within the meaning of IRS Rev. Rul. 67-4) to promote environmental journalism.$285,367004/30/21, 12/01/212021-12-08The Trust has exercised expenditure responsibility with respect to this grant and has received an annual report from the grantee that complies with Reg. 53.4945-5(d)(2). The Trust has no reason to doubt the accuracy or reliability of any reports received from the grantee so no independent verification of the reports was required or made.
Indianapolis Star
130 S Meridian StreetIndianapolisIN462252021-10-27$480,000Educational publishing activities (within the meaning of IRS Rev. Rul. 67-4) to promote environmental journalism.$160,0000N/AThe Trust has exercised expenditure responsibility with respect to this grant and has received an annual report from the grantee that complies with Reg. 53.4945-5(d)(2). The Trust has no reason to doubt the accuracy or reliability of any reports received from the grantee so no independent verification of the reports was required or made.
Hamilton County Tourism
37 E Main StcarmelIN460322020-07-08$275,000Implement the messaging and branding components of the White River Vision Plan, furthering the appreciation and utilization of the White River as a recreational asset for use by the general public and furthering the preservation and protection of this ecologically significant area.$275,000006/08/212021-06-15The Trust has exercised expenditure responsibility with respect to this grant and has received an annual report from the grantee that complies with Reg. 53.4945-5(d)(2). The Trust has no reason to doubt the accuracy or reliability of any reports received from the grantee so no independent verification of the reports was required or made.

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetRealized Gain/Loss per booksAssetDesc
Gross Sales Price$32,173,315GrossSalesPriceAmt
Basis$5,832,508BasisAmt
Total Net$26,340,807TotalNetAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockLARGE CAP U.S. EQUITY - H.S. MANAGEMENTStockNm
EOY Book Value$14,906,582EOYBookValueAmt
EOYFMV$14,906,582EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$26,986,767USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$26,986,767USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (8 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
Domestic Equity FundsFMV$67,433,852$67,433,852
International Equity FundsFMV$48,454,036$48,454,036
Global Equity FundsFMV$0$0
Natural Resource & Commodity FundsFMV$9,854,886$9,854,886
Fixed Income FundsFMV$48,728,701$48,728,701
Absolute Return FundFMV$45,804,452$45,804,452
Hedge FundsFMV$20,601,656$20,601,656
Private InvestmentsFMV$186,538,893$186,538,893

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (4 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
Automobiles$31,500$27,825$3,675$3,675
Equipment$78,418$45,549$32,869$32,869
Furniture and Fixtures$536,317$384,659$151,658$151,658
Leasehold Improvements$291,283$176,432$114,851$114,851

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryGeneral legal consultingCategoryTxt
Legal Fees$27,507LegalFeesAmt
Disbursements Charitable Prps$5,087DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (4 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
457(b) Plan Assets$447,144$427,819$427,819
Artwork$80,900$80,900$80,900
Inactive Illiquid Investments$83,556$51,996$51,996
Investment Receivables$898,223$398,174$398,174

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Employee Development Expense$8,890$1,560$7,330
Organizational Consulting$19,850$19,850
Computer Maintenance$38,086$35,853
Memberships to Organizations$60,613$355$60,258
Telecommunications$30,061$3,251$26,753
Office Supplies$3,958$238$3,720
Insurance$59,082$5,908$61,186
Postage$5,076$266$4,919
Software Licensing Fees$46,031$31,243$9,038
Other Expenses$67,639$3,291$62,624
Direct Charitable Activities$22,713$22,146
K-1 Investment Portfolio Deductions$3,188,635

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescPartnership K-1 ActivityDesc
Net Investment Income$7,264,943NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUnrealized gain on InvestmentsDesc
Amt$66,780,389Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (4 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
Current excise taxes$101,633$252,134
Deferred excise taxes$1,530,000$1,820,000
457(b) plan liabilities$447,144$427,819
Deferred rent$123,881$112,578

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Cambridge Associates$912,666$912,666
Bank of New York Mellon$52,618$52,618
Various Investment Mgrs$484,541$482,174$2,367

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Current Excise Taxes$750,501
Deferred Excise Taxes$290,000
Other Taxes$723$23
K-1 Flow Thru Foreign Taxes$142,374