RICHARD M FAIRBANKS FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- RICHARD M FAIRBANKS FOUNDATION INC (EIN 31-1189885)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202223189349107092
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T22:01:38-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3815 River Crossing Parkway Suite 3 | AddressLine1Txt |
| Address Line2 | 00 | AddressLine2Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 462400977 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311189885 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Richard M Fairbanks Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RICH | BusinessNameControlTxt |
| Phone | 3178467111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 N Pennsylvania St Ste 2500 | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kevin Kessinger | PersonNm |
| Person Title | Treasurer and CFO | PersonTitleTxt |
| Signature | 2022-11-14 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Kevin | PersonFirstNm |
| Person Last | Kessinger | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Nicole Bencik | PreparerPersonNm |
| PTIN | P00756195 | PTIN |
| Phone | 3175698989 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $417,423,592 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $393,525 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $393,342 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,626,899 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,595,957 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $45,982,533 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $46,279,452 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $1,685,774 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,356,123 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $50,688,731 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $50,624,874 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $811,600 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $166,230 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $645,370 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $745,313 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $4,901 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $740,412 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $419,638 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $59,501 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $360,137 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $16,236 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,435 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $13,801 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $73,852 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $44,311 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $29,541 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $996,946 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $988,946 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $8,000 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $314,988 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $302,303 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $244,660 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $88,841 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $758,077 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $640,201 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $168,862 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $25,329 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $143,533 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $36,193 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $5,429 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $30,764 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,886,760 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,204,746 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,400,918 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,473,125 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,533,173 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,372,476 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,523,657 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,523,657 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $20,996,782 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,533,173 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $14,896,133 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $29,691,949 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $45,091,701 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $100,429 | CashBOYAmt |
| Cash EOY | $126,364 | CashEOYAmt |
| Cash EOYFMV | $126,364 | CashEOYFMVAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $10,674 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $10,676 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $10,676 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $22,234,905 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $30,455,573 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $30,455,573 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $7,159,380 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $313,351,599 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $386,707,451 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $386,707,451 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $586,370 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $462,842 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $195,578 | LandBOYAmt |
| Land EOY | $123,528 | LandEOYAmt |
| Land EOYFMV | $123,528 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $343,052,565 | TotalAssetsBOYAmt |
| Total Assets EOY | $417,423,592 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $417,423,592 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Retained Earning BOY | $343,052,565 | RetainedEarningBOYAmt |
| Retained Earning EOY | $417,423,592 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $343,052,565 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $417,423,592 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $343,052,565 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $417,423,592 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $343,052,565 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $29,691,949 | ExcessRevenueOverExpensesAmt |
| Other Increases | $44,679,078 | OtherIncreasesAmt |
| Subtotal | $417,423,592 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $417,423,592 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| GAIN/LOSS OF PUBLICLY TRADED SECURITIES | P | $5,434,375 | $5,434,375 | $0 | $5,434,375 |
| GAIN/LOSS FROM PASS-THROUGH INVESTMENTS | P | $40,845,077 | $40,845,077 | $0 | $40,845,077 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $46,279,452 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $626,775 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $626,775 | SubtotalAmt |
| Tax Based On Investment Income | $626,775 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $576,541 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $576,541 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $50,234 | TaxDueAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | HI | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | LA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.rmff.org | WebsiteAddressTxt |
| Individual With Books | Kevin Kessinger | IndividualWithBooksNm |
| Phone | 3178467111 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 N Pennsylvania St Ste 2500 | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CLAIRE FIDDIAN-GREEN | ||||||||
| 211 N Pennsylvania St Ste 2500 | Indianapolis | IN | 46204 | CEO | 40.000 | $366,706 | $53,745 | $0 |
| ELLEN QUIGLEY | ||||||||
| 211 N Pennsylvania St Ste 2500 | Indianapolis | IN | 46204 | VP OF PROGRAMS | 40.000 | $227,509 | $18,044 | $0 |
| KEVIN KESSINGER | ||||||||
| 211 N Pennsylvania St Ste 2500 | Indianapolis | IN | 46204 | CFO | 40.000 | $211,608 | $48,268 | $0 |
| BRYAN A MILLS | ||||||||
| 211 N Pennsylvania St Ste 2500 | Indianapolis | IN | 46204 | DIRECTOR | 1.000 | $0 | $0 | $0 |
| CHRISTOPHER M CALLAHAN | ||||||||
| 211 N Pennsylvania St Ste 2500 | Indianapolis | IN | 46204 | DIRECTOR | 1.000 | $0 | $0 | $0 |
| DANIEL C APPEL | ||||||||
| 211 N Pennsylvania St Ste 2500 | Indianapolis | IN | 46204 | CHAIRMAN | 1.000 | $0 | $0 | $0 |
| JEFFREY HARRISON | ||||||||
| 211 N Pennsylvania St Ste 2500 | Indianapolis | IN | 46204 | DIRECTOR | 1.000 | $0 | $0 | $0 |
| JONATHAN B FAIRBANKS | ||||||||
| 211 N Pennsylvania St Ste 2500 | Indianapolis | IN | 46204 | DIRECTOR | 1.000 | $0 | $0 | $0 |
| MARILEE J SPRINGER | ||||||||
| 211 N Pennsylvania St Ste 2500 | Indianapolis | IN | 46204 | DIRECTOR | 1.000 | $0 | $0 | $0 |
| THOMAS H RISTINE | ||||||||
| 211 N Pennsylvania St Ste 2500 | Indianapolis | IN | 46204 | DIRECTOR | 1.000 | $0 | $0 | $0 |
| AMANDULA N ANDERSON | ||||||||
| 211 N Pennsylvania St Ste 2500 | Indianapolis | IN | 46204 | DIRECTOR | 1.000 | $0 | $0 | $0 |
| MARIO RODRIGUEZ | ||||||||
| 211 N Pennsylvania St Ste 2500 | Indianapolis | IN | 46204 | DIRECTOR | 1.000 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| EMILYN WHITESELL | ||||||||
| 211 N Pennsylvania St Ste 2500 | Indianapolis | IN | 46204 | DIR of Learning/Eval | 40.000 | $137,113 | $36,316 | $0 |
| KATHRYN NIELSEN | ||||||||
| 211 N Pennsylvania St Ste 2500 | Indianapolis | IN | 46204 | SR PROGRAM OFFICER | 40.000 | $104,119 | $26,469 | $0 |
| SARAH HAWKINS | ||||||||
| 211 N Pennsylvania St Ste 2500 | Indianapolis | IN | 46204 | SR PROGRAM OFFICER | 40.000 | $101,558 | $38,870 | $0 |
| SUSAN LUSE | ||||||||
| 211 N Pennsylvania St Ste 2500 | Indianapolis | IN | 46204 | PROGRAM ADMIN | 32.000 | $88,972 | $42,515 | $0 |
| SCOTT SEMESTER | ||||||||
| 211 N Pennsylvania St Ste 2500 | Indianapolis | IN | 46204 | EXECUTIVE ASSISTANT | 0 | $85,980 | $17,341 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 2 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Cambridge Associates | |||||
| 125 High Street | Boston | MA | 021102112 | Investment management services | $785,915 |
| RTI INTERNATIONAL | |||||
| 3040 CORNWALLIS ROAD | RESEARCH TRIANGLE PARK | NC | 27709 | PROVIDES RESEARCH, DEVELOPMENT AND TECHNICAL SERVICES | $384,784 |
| VOX GLOBAL LLC | |||||
| 350 MASSACHUSETTS AVE SUITE 300 | INDIANAPOLIS | IN | 46204 | COMMUNICATION SERVICES | $246,881 |
| Education Development Center | |||||
| 43 foundry Ave | Waltham | MA | 02453 | PROGRAM EVALUATION | $193,162 |
| RAND CORPORATION | |||||
| 1776 MAIN ST | SANTA MONICA | CA | 90401 | PROGRAM EVALUATION AND RESEARCH | $144,063 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 7 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $71,715,755 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $113,685 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $337,447,026 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $409,276,466 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $409,276,466 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,139,147 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $403,137,319 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $20,156,866 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $20,156,866 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $626,775 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $626,775 | TotalTaxAmt |
| Distributable Before Adj | $19,530,091 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $11,193 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $19,541,284 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $19,541,284 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $14,896,133 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $14,896,133 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $19,541,284 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $9,933,456 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $14,896,133 | QualifyingDistributionsAmt |
| Applied To Year1 | $9,933,456 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,962,677 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $14,578,607 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (156 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Alzheimer's Association | ||||||||
| 8430 W Bryn Mawr Ave Suite 800 | Chicago | IL | 60631 | NONE | PC | Matching Grant | $1,500 | |
| American Cabaret Theatre | ||||||||
| 924 N Pennsylvania Street | Indianapolis | IN | 46204 | NONE | PC | Matching Grant | $1,000 | |
| American Cabaret Theatre | ||||||||
| 924 N Pennsylvania Street | Indianapolis | IN | 46204 | NONE | PC | Matching Grant | $1,023 | |
| Arthur M Glick Jewish Community Center | ||||||||
| 6701 Hoover Road | Indianapolis | IN | 46260 | NONE | PC | Matching Grant | $173 | |
| AYS Inc | ||||||||
| 4755 Kingsway Drive Suite 101 | Indianapolis | IN | 46205 | NONE | PC | Matching Grant | $750 | |
| Beech Grove City Schools | ||||||||
| 5334 Hornet Ave | Beech Grove | IN | 46107 | NONE | GOV | Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 | $39,413 | |
| Bishop Chatard | ||||||||
| 5885 Crittenden Avenue | Indianapolis | IN | 46220 | NONE | PC | Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Extension Grant | $6,485 | |
| Booth Tarkington Civic Theatre | ||||||||
| 3 Center Green Suite 300 | Carmel | IN | 46032 | NONE | PC | Matching Grant | $3,750 | |
| Boys and Girls Club of Boone County | ||||||||
| 1575 Mulberry Street | Zionsville | IN | 46077 | NONE | PC | Matching Grant | $100 | |
| Brebeuf Jesuit Preparatory School | ||||||||
| 2801 W 86th Street | Indianapolis | IN | 46268 | NONE | PC | Matching Grant | $1,200 | |
| Brebeuf Jesuit Preparatory School | ||||||||
| 2801 W 86th Street | Indianapolis | IN | 46268 | NONE | PC | Matching Grant | $1,500 | |
| Brown University | ||||||||
| PO Box 1877 | Providence | RI | 02912 | NONE | PC | Matching Grant | $500 | |
| Butler University | ||||||||
| 4600 Sunset Avenue | Indianapolis | IN | 462083485 | NONE | PC | Expansion of Sciences Capital Project | $1,000,000 | |
| Butler University | ||||||||
| 4600 Sunset Avenue | Indianapolis | IN | 462083485 | NONE | PC | Expansion of Sciences Capital Project | $500,000 | |
| Butler University | ||||||||
| 4600 Sunset Avenue | Indianapolis | IN | 462083485 | NONE | PC | Matching Grant | $1,500 | |
| Camp Kesem | ||||||||
| 10586 West Pico Boulevard 196 | Los Angeles | CA | 90064 | NONE | PC | Matching Grant | $150 | |
| Campus Crusade for Christ Inc | ||||||||
| 100 Lake Hart Drive Suite 2400 | Orlando | FL | 32832 | NONE | PC | Matching Grant | $1,200 | |
| Candid | ||||||||
| 4801 Courthouse Street Suite 220 | Williamsburg | VA | 23188 | NONE | PC | 2021 Annual Membership | $10,000 | |
| Cardinal Ritter High School | ||||||||
| 3360 West 30th Street | Indianapolis | IN | 46222 | NONE | PC | Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Extension Grant | $5,241 | |
| Caroline Symmes Cancer Endowment | ||||||||
| 12441 Creekwood Lane | Carmel | IN | 46032 | NONE | PC | Matching Grant | $3,000 | |
| CASA First Judicial District NM | ||||||||
| 466 West San Francisco Street | Santa Fe | NM | 87501 | NONE | PC | Matching Grant | $750 | |
| Cathedral High School | ||||||||
| 5335 East 56th Street | Indianapolis | IN | 46226 | NONE | PC | Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 | $4,195 | |
| Central Indiana Corporate Partnership Foundation Inc | ||||||||
| 1210 Waterway Blvd Suite 5000 | Indianapolis | IN | 46202 | NONE | SO I | 2021 Annual Membership | $16,500 | |
| Central Indiana Corporate Partnership Foundation Inc | ||||||||
| 1210 Waterway Blvd Suite 5000 | Indianapolis | IN | 46202 | NONE | SO I | Conexus Indiana-Catapult Marion County | $225,000 | |
| Central Indiana Corporate Partnership Foundation Inc | ||||||||
| 1210 Waterway Blvd Suite 5000 | Indianapolis | IN | 46202 | NONE | SO I | General Operating Support for BioCrossroads | $650,000 | |
| Central Indiana Corporate Partnership Foundation Inc | ||||||||
| 1210 Waterway Blvd Suite 5000 | Indianapolis | IN | 46202 | NONE | SO I | Marion County eLearning Network Pilot Project | $25,000 | |
| Central Indiana Corporate Partnership Foundation Inc | ||||||||
| 1210 Waterway Blvd Suite 5000 | Indianapolis | IN | 46202 | NONE | SO I | Youth Apprenticeship Marion County Pilot and Statewide Master Plan | $1,000,000 | |
| Chalkbeat Indiana | ||||||||
| 1239 Broadway Suite 703 B | New York | NY | 10001 | NONE | PC | General Operating Support | $100,000 | |
| Cherry Tree Elementary School PTO | ||||||||
| 13989 Hazel Dell Parkway | Carmel | IN | 46033 | NONE | PC | Matching Grant | $630 | |
| Clay Middle School PTO | ||||||||
| 5150 E 126th Street | Carmel | IN | 46033 | NONE | PC | Matching Grant | $300 | |
| Cold Spring School | ||||||||
| 3650 Cold Spring Road | Indianapolis | IN | 46222 | NONE | PC | Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Extension Grant | $37,578 | |
| Columbia Business School | ||||||||
| 622 West 113th Street | New York | NY | 10025 | NONE | PC | Matching Grant | $500 | |
| Crooked Creek Food Pantry | ||||||||
| 6940 N Michigan Rd | Indianapolis | IN | 46268 | NONE | PC | Matching Grant | $3,000 | |
| Crown Hill Heritage Foundation | ||||||||
| 700 West 38th Street | Indianapolis | IN | 46208 | NONE | PC | Family Legacy Grant designated for historic preservation and education programs | $25,000 | |
| Disability Legal Services of Indiana | ||||||||
| 5954 N College Ave | Indianapolis | IN | 46205 | NONE | PC | Matching Grant | $250 | |
| Dove Recovery House for Women Inc | ||||||||
| 14 N Highland Ave | Indianapolis | IN | 46202 | NONE | PC | Capital Support for Facility Expansion | $150,000 | |
| Early Learning Indiana | ||||||||
| 1776 N Meridian Street Suite A | Indianapolis | IN | 46202 | NONE | PC | Getting On Track Early for School Success | $49,625 | |
| Economic Club of Indiana Inc | ||||||||
| 1630 N Meridian Street | Indianapolis | IN | 46202 | NONE | PC | Sponsorship 2021-2022 | $10,000 | |
| EdChoice | ||||||||
| 111 Monument Circle Suite 2650 | Indianapolis | IN | 46204 | NONE | PC | General Operating Support for Model State Initiative | $200,000 | |
| Edison School of the Arts | ||||||||
| 777 S White River Parkway W Dr | Indianapolis | IN | 46221 | NONE | PC | Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Extension Grant | $11,219 | |
| Eiteljorg Museum of American Indians & Western Art | ||||||||
| 500 W Washington Street | Indianapolis | IN | 46204 | NONE | PC | Matching Grant | $3,750 | |
| Eskenazi Health Foundation Inc | ||||||||
| 720 Eskenazi Avenue Fifth Third Bui | Indianapolis | IN | 46202 | NONE | PC | Matching Grant | $500 | lding |
| Fair Housing Center of Central Indiana | ||||||||
| 445 N Pennsylvania St Suite 811 | Indianapolis | IN | 46204 | NONE | PC | Matching Grant | $200 | |
| Fishtown Preservation Society Inc | ||||||||
| PO Box 721 | Leland | MI | 49654 | NONE | PC | Matching Grant | $750 | |
| Fishtown Preservation Society Inc | ||||||||
| PO Box 721 | Leland | MI | 49654 | NONE | PC | Matching Grant | $750 | |
| Foundation of Monroe County Community Schools | ||||||||
| 315 North Drive | Bloomington | IN | 47401 | NONE | PC | Matching Grant | $3,000 | |
| Franklin Township Community School Corporation | ||||||||
| 6141 S Franklin Rd | Indianapolis | IN | 46259 | NONE | GOV | Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Extension Grant | $33,131 | |
| Grantmakers In Health | ||||||||
| 1100 Connecticut Avenue NW Suite 12 | Washington | DC | 20036 | NONE | PC | 2021 Annual Membership | $6,000 | 00 |
| Greater Indianapolis Progress Committee | ||||||||
| 200 East Washington Street City-Cou | Indianapolis | IN | 46204 | NONE | PC | 2021 Annual Membership | $2,200 | nty Building Suite 1901 |
| Greater Lafayette Young Life | ||||||||
| 3601 Sagamore Pkwy N Suite A | Lafayette | IN | 47904 | NONE | PC | Matching Grant | $150 | |
| Greater Lafayette Young Life | ||||||||
| 3601 Sagamore Pkwy N Suite A | Lafayette | IN | 47904 | NONE | PC | Matching Grant | $200 | |
| Health & Hospital Corporation of Marion County | ||||||||
| 3838 North Rural | Indianapolis | IN | 462052930 | NONE | GOV | Marion County Public Health Department Safe Syringe Access & Support | $182,962 | |
| Historic Landmarks Foundation of Indiana | ||||||||
| 1201 Central Avenue | Indianapolis | IN | 46202 | NONE | PC | Family Legacy grant designated for general operating support | $50,000 | |
| Horizon House Inc | ||||||||
| 1033 E Washington Street | Indianapolis | IN | 46202 | NONE | PC | Matching Grant | $275 | |
| Humane Society of Indianapolis | ||||||||
| 7929 N Michigan Road | Indianapolis | IN | 46268 | NONE | PC | Matching Grant | $750 | |
| IDEA Public Schools | ||||||||
| 2115 W Pike Blvd | Weslaco | TX | 78596 | NONE | PC | Matching Grant | $7,500 | |
| Ignite Achievement Academy | ||||||||
| 1002 W 25th Street | Indianapolis | IN | 46208 | NONE | PC | Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Extension Grant | $24,322 | |
| Immigrant Welcome Center | ||||||||
| 40 East St Clair Street | Indianapolis | IN | 46204 | NONE | PC | General Operating Support | $25,000 | |
| Indiana Broadcasters Foundation Inc | ||||||||
| PO Box 902 | Carmel | IN | 46082 | NONE | PC | Support for Hall of Fame dinner and video | $5,000 | |
| Indiana Department of Health | ||||||||
| 2 North Meridian Street | Indianapolis | IN | 46204 | NONE | GOV | Support for Public Health Commission | $250,000 | |
| Indiana Diaper Bank | ||||||||
| 3750 Guion Road Suite 125 | Indianapolis | IN | 46222 | NONE | PC | Matching Grant | $258 | |
| Indiana Diaper Bank | ||||||||
| 3750 Guion Road Suite 125 | Indianapolis | IN | 46222 | NONE | PC | Matching Grant | $3,000 | |
| Indiana Humanities Council | ||||||||
| 1500 N Delaware Street | Indianapolis | IN | 46202 | NONE | PC | Matching Grant | $6,000 | |
| Indiana Philanthropy Alliance | ||||||||
| 32 E Washington Street Suite 1100 | Indianapolis | IN | 462043583 | NONE | PC | 2021 Annual Membership & Leadership Circle gift | $18,750 | |
| Indiana University Foundation | ||||||||
| PO Box 500 | Bloomington | IN | 474020500 | NONE | PC | Matching Grant | $250 | |
| Indiana University Foundation | ||||||||
| PO Box 500 | Bloomington | IN | 474020500 | NONE | PC | Matching Grant | $100 | |
| Indianapolis Children's Choir | ||||||||
| 4600 Sunset Avenue | Indianapolis | IN | 46208 | NONE | PC | Matching Grant | $250 | |
| Indianapolis Motor Speedway Foundation Inc | ||||||||
| 4750 West 16th Street | Indianapolis | IN | 46222 | NONE | PC | Matching Grant | $750 | |
| Indianapolis Public Schools | ||||||||
| 120 East Walnut | Indianapolis | IN | 46204 | NONE | GOV | Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Extension Grant | $119,780 | |
| Indianapolis Public Schools | ||||||||
| 120 East Walnut | Indianapolis | IN | 46204 | NONE | GOV | Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 | $230,220 | |
| Indianapolis Symphony Orchestra | ||||||||
| 32 E Washington Street Suite 600 | Indianapolis | IN | 46204 | NONE | PC | Matching Grant | $250 | |
| Indianapolis Urban League | ||||||||
| 777 Indiana Avenue | Indianapolis | IN | 46202 | NONE | PC | Sponsorship for Indianapolis Urban League Equal Opportunity Day | $5,000 | |
| Indianapolis Zoological Society Inc | ||||||||
| POBox 22309 | Indianapolis | IN | 462220309 | NONE | PC | Matching Grant | $3,750 | |
| Indy Championships Legacy | ||||||||
| 115 W Washington Street Suite 1400 | Indianapolis | IN | 46204 | NONE | SO I | Support for incentives for Indiana eLearning Lab users | $10,000 | |
| Indy Hunger Network | ||||||||
| 3737 Waldemere Avenue | Indianapolis | IN | 46241 | NONE | SO II | General Operating Support | $25,000 | |
| Institute for Quality Education | ||||||||
| 100 West Ohio Street Suite 700 | Indianapolis | IN | 46204 | NONE | PC | General Operating Support | $200,000 | |
| Ivy Tech Community College | ||||||||
| 50 West Fall Creek Parkway North Dr | Indianapolis | IN | 462085752 | NONE | GOV | Career Coaching and Employer Connections Initiative in Marion County | $549,860 | ive |
| Joy's House | ||||||||
| 2028 E Broad Ripple Avenue | Indianapolis | IN | 46220 | NONE | PC | Matching Grant | $3,000 | |
| KIPP Indy Public Schools | ||||||||
| 1740 E 30th St | Indianapolis | IN | 46218 | NONE | PC | Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Extension Grant | $34,482 | |
| Leelanau Conservancy | ||||||||
| PO Box 1007 | Leland | MI | 49654 | NONE | PC | Matching Grant | $7,500 | |
| Lyn House Inc | ||||||||
| PO Box 11255 | Indianapolis | IN | 46201 | NONE | PC | Matching Grant | $600 | |
| Mackida Loveal Trip Mentoring Outreach Center | ||||||||
| 3616 North Sherman Drive | Indianapolis | IN | 46218 | NONE | PC | General Operating Support | $25,000 | |
| Marian University | ||||||||
| 3200 Cold Spring Road | Indianapolis | IN | 462221997 | NONE | PC | Support for Implementation of Fred S. Klipsch Educators College | $200,000 | |
| Matchbook Learning | ||||||||
| 1163 N Belmont Avenue | Indianapolis | IN | 46222 | NONE | PC | Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Extension Grant | $56,332 | |
| MSD of Decatur Township | ||||||||
| 5251 Kentucky Ave | Indianapolis | IN | 46221 | NONE | GOV | Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Extension Grant | $54,970 | |
| MSD of Lawrence Township | ||||||||
| 6501 Sunnyside Rd | Indianapolis | IN | 46236 | NONE | GOV | Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Extension Grant | $143,355 | |
| MSD of Washington Township | ||||||||
| 8550 Woodfield Crossing Blvd | Indianapolis | IN | 46240 | NONE | GOV | Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 2 | $146,690 | |
| MSD of Wayne Township | ||||||||
| 1220 S High School Rd | Indianapolis | IN | 46241 | NONE | GOV | Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 | $259,651 | |
| National Opinion Research Center | ||||||||
| 1155 E 60th Street | Chicago | IL | 60637 | NONE | PC | Getting on Track Early for School Success | $118,872 | |
| New Hampshire Charitable Foundation | ||||||||
| 37 Pleasant Street | Concord | NH | 03301 | NONE | PC | 2021 Annual Membership for National Substance Use Disorder Funders Forum | $5,000 | |
| Newfields | ||||||||
| 4000 Michigan Road | Indianapolis | IN | 462083326 | NONE | PC | Gift Honoring The Honorable Elizabeth N. Mann's Service Designated for the Virginia B. Fairbanks Art & Nature Park | $5,000 | |
| Newfields | ||||||||
| 4000 Michigan Road | Indianapolis | IN | 462083326 | NONE | PC | Virginia B. Fairbanks Art & Nature Park | $1,000,000 | |
| Newfields | ||||||||
| 4000 Michigan Road | Indianapolis | IN | 462083326 | NONE | PC | Matching Grant | $7,500 | |
| Newfields | ||||||||
| 4000 Michigan Road | Indianapolis | IN | 462083326 | NONE | PC | Matching Grant | $6,000 | |
| Noblesville Youth Baseball | ||||||||
| PO Box 721 | Noblesville | IN | 46061 | NONE | PC | Matching Grant | $21,000 | |
| Noblesville Youth Baseball | ||||||||
| PO Box 721 | Noblesville | IN | 46061 | NONE | PC | Matching Grant | $15,000 | |
| Optimist International Foundation | ||||||||
| 4944 Lindell Boulevard | St Louis | MO | 63108 | NONE | PC | Matching Grant | $750 | |
| Overdose Lifeline Inc | ||||||||
| 7331 Lakeside Drive | Indianapolis | IN | 46278 | NONE | PC | Support for harm reduction activities to prevent drug overdoses in Marion County | $35,000 | |
| Park Tudor Foundation | ||||||||
| 7200 N College Avenue | Indianapolis | IN | 46240 | NONE | PC | Matching Grant | $250 | |
| PEAK Grantmaking | ||||||||
| 1701 Pennsylvania Ave NW Suite 200 | Washington | DC | 20006 | NONE | PC | 2021 Annual Membership | $3,000 | |
| Perry Township Schools | ||||||||
| 6548 Orinoco Avenue | Indianapolis | IN | 46227 | NONE | GOV | Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Extension Grant | $37,200 | |
| Philanthropy Roundtable | ||||||||
| 1120 20th Street NW Suite 550 South | Washington | DC | 20036 | NONE | PC | 2021 Annual Membership | $10,000 | |
| Phoenix Theatre | ||||||||
| 705 N Illinois St | Indianapolis | IN | 46204 | NONE | PC | Matching Grant | $1,500 | |
| Pike Township Educational Foundation | ||||||||
| 5353 W 71st Street | Indianapolis | IN | 46268 | NONE | PC | Matching Grant | $103 | |
| Plainfield Christian Church | ||||||||
| 800 Dan Jones Road | Plainfield | IN | 46168 | NONE | PC | Matching Grant | $2,250 | |
| Plainfield Christian Church | ||||||||
| 800 Dan Jones Road | Plainfield | IN | 46168 | NONE | PC | Matching Grant | $8,800 | |
| Purdue Polytechnic High School | ||||||||
| 6229 Indianola Avenue | Indianapolis | IN | 46220 | NONE | PC | Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 | $96,355 | |
| Purdue Research Foundation | ||||||||
| 1281 Win Hentschel Blvd Suite 2500 | West Lafayette | IN | 47906 | NONE | PC | Matching Grant | $250 | |
| Redeemer Presbyterian Church | ||||||||
| 1505 N Delaware Street Suite 200 | Indianapolis | IN | 46202 | NONE | PC | Matching Grant | $2,523 | |
| Roncalli High School | ||||||||
| 3300 Prague Road | Indianapolis | IN | 46227 | NONE | PC | Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 | $39,298 | |
| Save the Children | ||||||||
| 501 Kings Highway Easte Suite 400 | Fairfield | CT | 06825 | NONE | PC | Matching Grant | $358 | |
| Second Harvest Food Bank of Greater New Orleans and Acadiana | ||||||||
| 700 Edwards Avenue | New Orleans | LA | 70125 | NONE | PC | Matching Grant | $600 | |
| Second Presbyterian Church | ||||||||
| 7700 N Meridian Street | Indianapolis | IN | 46260 | NONE | PC | Matching Grant | $1,500 | |
| Second Presbyterian Church | ||||||||
| 7700 N Meridian Street | Indianapolis | IN | 46260 | NONE | PC | Matching Grant | $3,750 | |
| Second Presbyterian Church | ||||||||
| 7700 N Meridian Street | Indianapolis | IN | 46260 | NONE | PC | Matching Grant | $900 | |
| Second Presbyterian Church | ||||||||
| 7700 N Meridian Street | Indianapolis | IN | 46260 | NONE | PC | Matching Grant | $3,750 | |
| Second Reformed Presbyterian Church | ||||||||
| 4800 N Michigan Rd | Indianapolis | IN | 46228 | NONE | PC | Matching Grant | $200 | |
| ShareCare of Leelanau Inc | ||||||||
| 7401 E Duck Lake Rd Suite 600 | Lake Leelanau | MI | 49653 | NONE | PC | Matching Grant | $750 | |
| Shepherd Community Center Inc | ||||||||
| 4107 East Washington Street | Indianapolis | IN | 46201 | NONE | PC | Matching Grant | $5,000 | |
| Shepherd Community School | ||||||||
| 4107 E Washington St | Indianapolis | IN | 46201 | NONE | PC | Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Extension Grant | $14,101 | |
| St Luke's United Methodist Church | ||||||||
| 100 W 86th Street | Indianapolis | IN | 46260 | NONE | PC | Matching Grant | $1,000 | |
| Stadia New Church Strategies | ||||||||
| P O Box 699 | Uniontown | OH | 44685 | NONE | PC | Matching Grant | $15,000 | |
| Summer Stock Stage Inc | ||||||||
| P O Box 55012 | Indianapolis | IN | 46205 | NONE | PC | Matching Grant | $4,500 | |
| Suttons Bay Congregational Church | ||||||||
| PO Box 70 | Suttons Bay | MI | 49682 | NONE | PC | Matching Grant | $750 | |
| Teach for America | ||||||||
| 1314 N Meridian Street | Indianapolis | IN | 46202 | NONE | PC | General Operating Support for Teach for America Indianapolis | $400,000 | |
| TeenWorks Inc | ||||||||
| 2820 N Meridian Street Suite 1250 | Indianapolis | IN | 46208 | NONE | SO I | Matching Grant | $3,000 | |
| The Center for Effective Philanthropy | ||||||||
| 675 Massachusetts Avenue | Cambridge | MA | 02139 | NONE | PC | 2021 Annual Membership | $10,000 | |
| The Growing Indy Group | ||||||||
| PO Box 55366 | Indianapolis | IN | 46205 | NONE | PC | General Operating Support | $25,000 | |
| The Independence Academy | ||||||||
| 4701 N Central Ave | Indianapolis | IN | 46205 | NONE | PC | Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Extension Grant | $7,465 | |
| The Mind Trust | ||||||||
| 1630 N Meridian Street Suite 450 | Indianapolis | IN | 46202 | NONE | SO I | General Operating Support | $1,000,000 | |
| The Mind Trust | ||||||||
| 1630 N Meridian Street Suite 450 | Indianapolis | IN | 46202 | NONE | SO I | Pilot to improve math instruction in Marion County in partnership with Instruction Partners | $272,500 | |
| The Mind Trust | ||||||||
| 1630 N Meridian Street Suite 450 | Indianapolis | IN | 46202 | NONE | SO I | Pilot to improve math instruction in Marion County in partnership with Instruction Partners | $255,000 | |
| The Mind Trust | ||||||||
| 1630 N Meridian Street Suite 450 | Indianapolis | IN | 46202 | NONE | SO I | Relay Graduate School of Education National Principals Academy Fellowship | $330,000 | |
| The Mind Trust | ||||||||
| 1630 N Meridian Street Suite 450 | Indianapolis | IN | 46202 | NONE | SO I | Matching Grant | $1,000 | |
| The Ohio State University | ||||||||
| PO Box 710811 | Columbus | OH | 432710811 | NONE | PC | Matching Grant | $1,500 | |
| The Orchard School | ||||||||
| 615 West 64th Street | Indianapolis | IN | 46260 | NONE | PC | Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 | -$11,193 | |
| Thomas Gregg Neighborhood School | ||||||||
| 2302 E Michigan St | Indianapolis | IN | 46201 | NONE | PC | Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Extension Grant | $41,017 | |
| Traders Point Christian Church | ||||||||
| 6590 S Indianapolis Road | Whitestown | IN | 46075 | NONE | PC | Matching Grant | $600 | |
| Traders Point Christian Church | ||||||||
| 6590 S Indianapolis Road | Whitestown | IN | 46075 | NONE | PC | Matching Grant | $100 | |
| Traders Point Christian Church | ||||||||
| 6590 S Indianapolis Road | Whitestown | IN | 46075 | NONE | PC | Matching Grant | $600 | |
| Trinity Haven | ||||||||
| 3561 N Pennsylvania Street | Indianapolis | IN | 46205 | NONE | PC | General Operating Support | $25,000 | |
| Trinity Haven | ||||||||
| 3561 N Pennsylvania Street | Indianapolis | IN | 46205 | NONE | PC | Matching Grant | $257 | |
| United Way of Central Indiana | ||||||||
| 2955 N Meridian Street Suite 300 | Indianapolis | IN | 46208 | NONE | PC | Marion County eLearning Network Pilot Communications and Community Engagement Plan | $244,550 | |
| United Way of Central Indiana | ||||||||
| 2955 N Meridian Street Suite 300 | Indianapolis | IN | 46208 | NONE | PC | Matching Grant | $6,724 | |
| United Way of Greater Lafayette | ||||||||
| 1114 State Street | Lafayette | IN | 47905 | NONE | PC | Matching Grant | $150 | |
| United Way of Monroe County | ||||||||
| 431 S College Avenue | Bloomington | IN | 47403 | NONE | PC | Matching Grant | $6,000 | |
| University High School of Indiana Inc | ||||||||
| 2825 West 116th Street | Carmel | IN | 46032 | NONE | PC | Financial and Development Consultants | $39,130 | |
| Urban ACT Academy | ||||||||
| 1250 E Market Street | Indianapolis | IN | 46202 | NONE | PC | Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 2 | $74,361 | |
| Wabash College | ||||||||
| PO Box 352 | Crawfordsville | IN | 479330352 | NONE | PC | Matching Grant | $3,750 | |
| Westminster Neighborhood Services | ||||||||
| PO Box 11465 | Indianapolis | IN | 462010465 | NONE | PC | General Operating Support | $25,000 | |
| WFYI | ||||||||
| 1630 N Meridian Street | Indianapolis | IN | 462021429 | NONE | PC | Support to increase public health and education journalism (2021-2023) | $500,000 | |
| WFYI | ||||||||
| 1630 N Meridian Street | Indianapolis | IN | 462021429 | NONE | PC | Matching Grant | $250 | |
| WFYI | ||||||||
| 1630 N Meridian Street | Indianapolis | IN | 462021429 | NONE | PC | Matching Grant | $3,750 | |
| Wheeler Mission Ministries | ||||||||
| 205 East New York Street | Indianapolis | IN | 46217 | NONE | PC | Matching Grant | $257 | |
| Wheeler Mission Ministries | ||||||||
| 205 East New York Street | Indianapolis | IN | 46217 | NONE | PC | Matching Grant | $309 | |
| Women 4 Change Indiana | ||||||||
| 1100 W 42nd Street Suite 212 | Indianapolis | IN | 46208 | NONE | PC | Matching Grant | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,523,657 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Bishop Chatard | |||||||
| 5885 Crittenden Avenue | Indianapolis | IN | 46220 | NONE | PC | Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Extension Grant | $16,450 |
| Butler University | |||||||
| 4600 Sunset Avenue | Indianapolis | IN | 462083485 | NONE | PC | Expansion of Sciences Capital Project | $2,500,000 |
| Cathedral High School | |||||||
| 5335 East 56th Street | Indianapolis | IN | 46226 | NONE | PC | Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 | $19,155 |
| Central Indiana Corporate Partnership Foundation Inc | |||||||
| 1210 Waterway Blvd Suite 5000 | Indianapolis | IN | 46202 | NONE | SO I | Catapult Marion County Pilot | $125,000 |
| Central Indiana Corporate Partnership Foundation Inc | |||||||
| 1210 Waterway Blvd Suite 5000 | Indianapolis | IN | 46202 | NONE | SO I | General Operating Support for BioCrossroads | $700,000 |
| Cold Spring School | |||||||
| 3650 Cold Spring Road | Indianapolis | IN | 46222 | NONE | PC | Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Extension Grant | $30,000 |
| Dove Recovery House for Women Inc | |||||||
| 14 N Highland Ave | Indianapolis | IN | 46202 | NONE | PC | Capital Support for Facility Expansion | $150,000 |
| Early Learning Indiana | |||||||
| 1776 N Meridian Street Suite A | Indianapolis | IN | 46202 | NONE | PC | Getting On Track Early for School Success | $50,375 |
| EdChoice | |||||||
| 111 Monument Circle Suite 2650 | Indianapolis | IN | 46204 | NONE | PC | General Operating Support 2021-2022 | $200,000 |
| Indiana Broadcasters Foundation | |||||||
| PO Box 902 | Carmel | IN | 46082 | NONE | PC | Support for Hall of Fame dinner and video | $5,000 |
| Indianapolis Public Schools | |||||||
| 120 East Walnut | Indianapolis | IN | 46204 | NONE | GOV | Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Extension Grant | $302,400 |
| Institute for Quality Education | |||||||
| 100 West Ohio Street Suite 700 | Indianapolis | IN | 46204 | NONE | PC | General Operating Support | $200,000 |
| KIPP Indy Public Schools | |||||||
| 1740 E 30th St | Indianapolis | IN | 46218 | NONE | PC | Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Extension Grant | $27,500 |
| MSD of Decatur Township | |||||||
| 5251 Kentucky Ave | Indianapolis | IN | 46221 | NONE | GOV | Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Extension Grant | $7,000 |
| MSD of Lawrence Township | |||||||
| 6501 Sunnyside Rd | Indianapolis | IN | 46236 | NONE | GOV | Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Extension Grant | $42,685 |
| National Opinion Research Center | |||||||
| 1155 E 60th Street | Chicago | IL | 60637 | NONE | PC | Getting on Track Early for School Success | $660,597 |
| Newfields | |||||||
| 4000 Michigan Road | Indianapolis | IN | 462083326 | NONE | PC | Virginia B. Fairbanks Art & Nature Park | $6,000,000 |
| Perry Township Schools | |||||||
| 6548 Orinoco Avenue | Indianapolis | IN | 46227 | NONE | GOV | Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Extension Grant | $58,100 |
| Teach for America | |||||||
| 1314 N Meridian Street | Indianapolis | IN | 46202 | NONE | PC | General Operating Support for Teach for America Indianapolis | $600,000 |
| The Mind Trust | |||||||
| 1630 N Meridian Street Suite 450 | Indianapolis | IN | 46202 | NONE | SO I | Pilot to improve math instruction in Marion County in partnership with Instruction Partners | $645,000 |
| The Mind Trust | |||||||
| 1630 N Meridian Street Suite 450 | Indianapolis | IN | 46202 | NONE | SO I | Relay Graduate School of Education National Principals Academy Fellowship | $330,000 |
| The Mind Trust | |||||||
| 1630 N Meridian Street Suite 450 | Indianapolis | IN | 46202 | NONE | SO I | General Operating Support | $1,000,000 |
| Thomas Gregg Neighborhood School | |||||||
| 2302 E Michigan St | Indianapolis | IN | 46201 | NONE | PC | Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Extension Grant | $35,099 |
| Urban ACT Academy | |||||||
| 1250 E Market Street | Indianapolis | IN | 46202 | NONE | PC | Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Extension Grant | $72,410 |
| WFYI | |||||||
| 1630 N Meridian Street | Indianapolis | IN | 462021429 | NONE | PC | Support to increase public health and education journalism (2021-2023) | $900,000 |
| Ignite Achievement Academy | |||||||
| 1002 W 25th Street | Indianapolis | IN | 46208 | NONE | PC | Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Extension Grant | $14,357 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $14,691,128 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $393,525 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $30,942 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,595,957 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$296,919 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $46,279,452 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $329,651 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,356,123 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $63,674 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $50,625,057 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $50,688,731 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $73,852 | Amt |
| Net Investment Income | $44,311 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $29,541 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | Computation MethodComputationMethodTxt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| FIXED ASSETS | STRAIGHT LINE | $72,049 | $10,807 |
| DEPLETION | $686,021 | $629,394 | |
| SECTION 179 DEDUCTION FROM FLOW THROUGH INVESTMENTS | $7 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | Total NetTotalNetAmt |
|---|---|---|---|
| AVAILABLE UPON REQUEST | |||
| GAIN/LOSS FROM PUBLICLY TRADED SECURITIES | P | $5,434,375 | $5,434,375 |
| AVAILABLE UPON REQUEST | |||
| GAIN/LOSS FROM PASS-THROUGH INVESTMENTS | P | $40,548,158 | $40,548,158 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK | StockNm |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $30,455,573 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $30,455,573 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SHORT TERM INVESTMENTS | FMV | $35,171,574 | $35,171,574 |
| HEDGE FUNDS | FMV | $91,187,783 | $91,187,783 |
| OTHER ALTERNATIVE INVESTMENTS | FMV | $256,805,862 | $256,805,862 |
| FAIRBANKS LIQUIDATING TRUST | FMV | $3,542,232 | $3,542,232 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| COMPUTERS AND SOFTWARE | $135,932 | $131,474 | $4,458 | $4,458 |
| FURNITURE AND FIXTURES | $450,438 | $331,368 | $119,070 | $119,070 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $16,236 | LegalFeesAmt |
| Net Investment Income | $2,435 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,801 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (21 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PORTFOLIO INCOME DEDUCTIONS | $63,108 | $63,108 | |
| K-1: CASH CONTRIBUTIONS | $530 | $464 | |
| K-1: OTHER DEDUCTIONS | $3,264,854 | $3,112,089 | |
| K-1: NON-DEDUCTIBLE EXPENSES | $128,266 | ||
| COMMUNICATIONS | $393,301 | $393,301 | |
| ADVERTISING | $19,323 | $19,323 | |
| SOFTWARE FEES AND CONSULTING | $64,881 | $9,732 | $55,149 |
| COMPUTER SUPPLIES AND MAINTENANCE | $29,163 | $4,374 | $24,789 |
| TELECOMMUNICATIONS | $9,331 | $1,400 | $7,931 |
| MEALS AND ENTERTAINMENT | $3,934 | $590 | $3,344 |
| BANK SERVICE CHARGES | $6,187 | $928 | $5,259 |
| PAYROLL SERVICE CHARGES | $8,488 | $1,273 | $7,215 |
| INSURANCE EXPENSE | $26,190 | $3,929 | $22,262 |
| OFFICE SUPPLIES AND PRINTING | $19,951 | $2,993 | $16,958 |
| POSTAGE AND FREIGHT | $357 | $54 | $303 |
| DUES, SUBSCRIPTIONS & PUBLICATIONS | $12,296 | $1,844 | $10,452 |
| INTERNAL GRANTMAKING ACTIVITY | $8,107 | $8,107 | |
| EVALUATION | $237,475 | $237,475 | |
| PREVENTION MATTERS - NONGRANT | $577,901 | $577,901 | |
| TELEPHONE | $5,513 | $827 | $4,686 |
| BANK LINE OF CREDIT FEES | $7,604 | $1,141 | $6,463 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT RELATED INCOME | Desc |
| Revenue And Expenses Per Books | $1,685,774 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,356,123 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $44,679,078 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CUSTODIAL FEES | $5,867 | $5,867 | |
| INVESTMENT MANAGER FEES | $197,164 | $197,164 | |
| CONSULTANT FEES | $793,915 | $785,915 | $8,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| TAXES - FOREIGN | $88,816 | $88,815 |
| TAX ES - EXCISE | $155,818 | |
| TAXES - OTHER | $26 | $26 |