JOHN W ANDERSON FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- JOHN W ANDERSON FOUNDATION (EIN 35-6070695)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-24
- IRS object ID
- 202242979349100309
- 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
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-24T11:41:26-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 352123203 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KSM BUSINESS SERVICES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 40857 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46240 | 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 | 356070695 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN W ANDERSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 2194624611 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1351 SILHAVY ROAD SUITE 200 | AddressLine1Txt |
| City | VALPARAISO | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46383 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRUCE WARGO | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 2194624611 | PhoneNum |
| Signature | 2022-10-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BRUCE | PersonFirstNm |
| Person Last | WARGO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CASSE TATE | PreparerPersonNm |
| PTIN | P01271193 | PTIN |
| Phone | 3175802000 | PhoneNum |
| Preparation | 2022-10-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $342,409,938 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,791,217 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,791,217 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,291,051 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,291,051 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $30,312,988 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $58,280,023 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $30,312,988 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $34,395,256 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $34,395,256 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $609,808 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $118,378 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $491,430 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $63,216 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $63,216 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $50,296 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $52,599 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $12,129 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,231 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $42,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $32,850 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,145,446 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,145,446 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $591,494 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $132,897 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $46,563 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $67,858 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $67,858 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $69,646 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,956 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $63,775 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,698,656 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,402,677 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $774,959 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,333,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,333,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $14,032,456 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,402,677 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,108,759 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $20,362,800 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $32,992,579 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,007,452 | CashBOYAmt |
| Cash EOY | $3,595,008 | CashEOYAmt |
| Cash EOYFMV | $3,595,008 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $915,412 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,210,039 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,210,039 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $7,516 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $7,601 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $7,601 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $196,267,986 | CorporateStockBOYAmt |
| Corporate Stock EOY | $214,969,033 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $214,969,033 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $67,252,923 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $73,268,696 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $73,268,696 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $45,205,517 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $47,506,793 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $47,506,793 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $538,095 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $97,478 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $487,180 | LandBOYAmt |
| Land EOY | $440,617 | LandEOYAmt |
| Land EOYFMV | $440,617 | LandEOYFMVAmt |
| Other Assets BOY | $243,176 | OtherAssetsBOYAmt |
| Other Assets EOY | $412,151 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $412,151 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $313,387,162 | TotalAssetsBOYAmt |
| Total Assets EOY | $342,409,938 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $342,409,938 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $106,786 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $119,147 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,000,000 | GrantsPayableBOYAmt |
| Total Liabilities BOY | $1,106,786 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $119,147 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $312,280,376 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $342,290,791 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $312,280,376 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $342,290,791 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $313,387,162 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $342,409,938 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $312,280,376 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $20,362,800 | ExcessRevenueOverExpensesAmt |
| Other Increases | $12,372,464 | OtherIncreasesAmt |
| Subtotal | $345,015,640 | SubtotalAmt |
| Other Decreases | $2,724,849 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $342,290,791 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| FROM K-1: ARROW STREET INTERNATIONAL | P | $3,722,050 | $3,722,050 | $3,722,050 | |
| FROM K-1: BOYD WATERSON | P | $21,557 | $21,557 | $21,557 | |
| PUBLICLY TRADED SECURITIES | P | $54,536,416 | $26,569,381 | $26,569,381 | $27,967,035 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $30,312,988 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $458,597 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $458,597 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $458,597 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $475,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $110,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $585,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $96 | EsPenaltyAmt |
| Overpayment | $126,307 | OverpaymentAmt |
| Applied To ES Tax | $126,307 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | BRUCE W WARGO | IndividualWithBooksNm |
| Phone | 2194624611 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1351 SILHAVY ROAD SUITE 200 | AddressLine1Txt |
| City | VALPARAISO | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46383 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM N VINOVICH | ||||||||
| 1351 SILHAVY ROAD SUITE 200 | VALPARAISO | IN | 46383 | VICE CHAIRMAN AND TRUSTEE | 20.00 | $153,237 | $0 | $0 |
| BRUCE W WARGO | ||||||||
| 1351 SILHAVY ROAD SUITE 200 | VALPARAISO | IN | 46383 | CHAIRMAN AND TRUSTEE | 20.00 | $151,568 | $0 | $0 |
| CHARLES W CONOVER | ||||||||
| 1351 SILHAVY ROAD SUITE 200 | VALPARAISO | IN | 46383 | TRUSTEE | 20.00 | $95,043 | $0 | $0 |
| CLYDE D COMPTON | ||||||||
| 1351 SILHAVY ROAD SUITE 200 | VALPARAISO | IN | 46383 | SECRETARY, TRUSTEE | 20.00 | $128,135 | $0 | $0 |
| JOHN J DIEDERICH | ||||||||
| 1351 SILHAVY ROAD SUITE 200 | VALPARAISO | IN | 46383 | TRUSTEE | 20.00 | $81,825 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SANDS CAPITAL MANAGEMENT LLC | |||||
| 1000 WILSON BLVD SUITE 3000 | ARLINGTON | VA | 22209 | INVESTMENT COUNSELOR | $231,527 |
| BARROW HANLEY MEWHINNEY & STRAUSS | |||||
| 2200 ROSS AVE 31ST FLOOR | DALLAS | TX | 75201 | INVESTMENT COUNSELOR | $191,043 |
| CHAMPLAIN INVESTMENT PARTNERS | |||||
| 180 BATTERY ST 4TH FLOOR | BURLINGTON | VT | 05401 | INVESTMENT COUNSELOR | $146,317 |
| NORTHERN TRUST COMPANY | |||||
| 50 S LASALLE ST | CHICAGO | IL | 60675 | CUSTODIAL BANK | $125,113 |
| SEGAL MARCO ADVISORS | |||||
| 101 N WACKER DRIVE SUITE 500 | CHICAGO | IL | 60606 | INVESTMENT COUNSELOR | $95,721 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $328,400,196 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,907,811 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $440,617 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $331,748,624 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $331,748,624 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,976,229 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $326,772,395 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,338,620 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $16,338,620 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $458,597 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $458,597 | TotalTaxAmt |
| Distributable Before Adj | $15,880,023 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $15,880,023 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $15,880,023 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $13,108,759 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $13,108,759 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $15,880,023 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $12,749,130 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $13,108,759 | QualifyingDistributionsAmt |
| Applied To Year1 | $12,749,130 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $359,629 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $15,520,394 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE BOARD OF TRUSTEES CO WILLIAM N | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1351 SILHAVY ROAD SUITE 200 | AddressLine1Txt |
| City | VALPARAISO | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46383 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2194624611 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS FOR GRANTS SHOULD INCLUDE BUT NOT NECESSARILY BE LIMITED TO THE FOLLLOWING INFORMATION: 1. PURPOSE OR ORGANIZATION AND PROPOSED USE OF GRANT 2. LIST OF OFFICERS OF THE ORGANIZATION 3. MOST RECENT FINANCIAL STATEMENTS, IRS FORM 990, AND BUDGET 4. COPY OF INTERNAL REVENUE SERVICE LETTER APPROVING TAX-EXEMPT STATUS UNDER SECTION 501(C)(3) 5. CERTIFICATION OF 509(A)(1) OR 509(A)(2) STATUS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | THERE ARE NO SUBMISSION DEADLINES. EACH APPLICATION IS REVIEWED ON A TIMELY BASIS. | SubmissionDeadlinesTxt |
| Restrictions On Awards | AWARDS ARE RESTRICTED TO TAX-EXEMPT, NONPROFIT ORGANIZATIONS WHICH ARE NOT CLASSIFIED AS PRIVATE FOUNDATIONS UNDER SECTION 509(A). THEY ARE ALSO LIMITED PRIMARILY TO ORANIZATIONS SERVING LAKE AND PORTER COUNTIES OF NORTHWEST INDIANA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (238 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AFRICAN AMERICAN ACHIEVERS YOUTH CORPS INC | ||||||||
| PO BOX 64622 | GARY | IN | 46401 | N/A | PC | CAPITAL | $5,000 | |
| ALPHA CHI CHAPTER OF KAPPA ALPHA THETA EDUCATIONAL FOUNDATION INC | ||||||||
| POBOX 3754 | WEST LAFAYETTE | IN | 47996 | N/A | PC | SCHOLARSHIP/CAPITAL | $10,000 | |
| ALS FOUNDATION (LES TURNER) | ||||||||
| 5550 W TOUHY AVE STE 302 | SKOKIE | IL | 60077 | N/A | PC | OPERATING | $7,500 | |
| ALZHEIMER'S ASSOCIATION | ||||||||
| 919 N MICHIGAN | CHICAGO | IL | 60611 | N/A | PC | OPERATING | $7,500 | |
| AMERICAN CANCER SOCIETY NORTH CENTRAL REGION | ||||||||
| 130 RED COACH DR | MISHAWAKA | IN | 46545 | N/A | PC | OPERATING | $50,000 | |
| AMERICAN DIABETES ASSOC INDIANA AREA | ||||||||
| 8604 ALLISONVILLE RD | INDIANAPOLIS | IN | 46250 | N/A | PC | OPERATING | $10,000 | |
| AMERICAN HEART ASSOCIATION MIDWEST AFFILIATE | ||||||||
| PO BOX 611 | HEBRON | IN | 46341 | N/A | PC | OPERATING | $20,000 | |
| AMERICAN LUNG ASSOCIATION IN INDIANA | ||||||||
| 55 W WACKER STE 1150 | CHICAGO | IL | 60601 | N/A | PC | OPERATING | $5,000 | |
| AMERICAN RED CROSS OF NORTHWEST INDIANA | ||||||||
| 791 E 83RD AVE | MERRILLVILLE | IN | 46410 | N/A | PC | OPERATING | $65,000 | |
| ANDREAN HIGH SCHOOL | ||||||||
| 5959 BROADWAY | MERRILLVILLE | IN | 46410 | N/A | GOV | OPERATING | $10,000 | |
| ANSWER FOR PREGNANCY AID | ||||||||
| PO BOX 157 | HOBART | IN | 46342 | N/A | PC | OPERATING | $5,000 | |
| ARC INDIANA | ||||||||
| 143 W MARKET ST | INDIANAPOLIS | IN | 46204 | N/A | PC | OPERATING | $10,000 | |
| ART BARN SCHOOL OF ART INC | ||||||||
| 695 N 400 E | VALPARAISO | IN | 46383 | N/A | PC | OPERATING | $10,000 | |
| ARTHRITIS FOUNDATION | ||||||||
| 615 N ALABAMA ST | INDIANAPOLIS | IN | 46204 | N/A | PC | OPERATING | $5,000 | |
| ARTISTIC RECOVERY | ||||||||
| 320 S CALUMET | CHESTERTON | IN | 46304 | N/A | PC | OPERATING | $25,000 | |
| ASSISTANCE LEAGUE OF TUCSON INC | ||||||||
| 1307 N ALVERNON WAY | TUCSON | AZ | 85712 | N/A | PC | OPERATING | $10,000 | |
| ASSOCIATION OF ARTISTS & CRAFTSMEN OF PORTER COUNTY INC | ||||||||
| 115 S 4TH ST | CHESTERTON | IN | 46304 | N/A | PC | OPERATING | $10,000 | |
| BALL STATE UNIVERSITY | ||||||||
| 2000 W UNIVERSITY AVE | MUNCIE | IN | 47306 | N/A | PC | CAPITAL | $100,000 | |
| BEACHFRONT DANCE SCHOOL | ||||||||
| 427 S LAKE ST | GARY | IN | 46403 | N/A | PC | OPERATING | $10,000 | |
| BISHOP NOLL INSTITUTE | ||||||||
| 1519 HOFFMAN ST | HAMMOND | IN | 46327 | N/A | PC | EQUIPMENT | $10,000 | |
| BOY SCOUTS OF AMERICA LASALLE COUNCIL | ||||||||
| 1340 SOUTH BEND AVE | SOUTH BEND | IN | 46617 | N/A | PC | OPERATING | $30,000 | |
| BOY SCOUTS OF AMERICA PATHWAYS TO ADVENTURE COUNCIL | ||||||||
| 8751 CALUMET AVE | MUNSTER | IN | 46321 | N/A | PC | OPERATING | $100,000 | |
| BOYS & GIRLS CLUB OF MICHIGAN CITY INC | ||||||||
| 321 DETROIT ST | MICHIGAN CITY | IN | 46360 | N/A | PC | OPERATING | $110,000 | |
| BOYS & GIRLS CLUBS OF AMERICA | ||||||||
| 1275 PEACHTREE ST NE | ATLANTA | GA | 30309 | N/A | PC | OPERATING | $15,000 | |
| BOYS & GIRLS CLUBS OF GREATER NORTHWEST INDIANA INC | ||||||||
| 3691 WILLOWCREEK RD | PORTAGE | IN | 46368 | N/A | PC | OPERATING | $3,750,000 | |
| BOYS & GIRLS CLUBS OF GREATER NORTHWEST INDIANA INC | ||||||||
| 3691 WILLOWCREEK RD | PORTAGE | IN | 46368 | N/A | PC | SCHOLARSHIPS | $7,500 | |
| BROTHERS' KEEPER INC | ||||||||
| 2120 BROADWAY | GARY | IN | 46407 | N/A | PC | OPERATING/CAPITAL | $100,000 | |
| BULLDOG ATHLETIC BOOSTERS INC | ||||||||
| 1500 S MAIN ST | CROWN POINT | IN | 46307 | N/A | PC | OPERATING | $10,000 | |
| CALL A RIDE INC | ||||||||
| 624 E SIGLAR ST | HEBRON | IN | 46341 | N/A | PC | OPERATING | $8,000 | |
| CALUMET COLLEGE OF ST JOSEPH'S | ||||||||
| 2400 NEW YORK AVE | WHITING | IN | 46394 | N/A | PC | OPERATING | $75,000 | |
| CAMPAGNA ACADEMY | ||||||||
| 7403 CLINE AVE | SCHERERVILLE | IN | 46375 | N/A | PC | CAPITAL | $113,000 | |
| CANDID | ||||||||
| 32 OLD SLIP | NEW YORK | NY | 10005 | N/A | PC | OPERATING | $5,000 | |
| CARING PLACE INC | ||||||||
| 607 BULLSEYE LAKE RD | VALPARAISO | IN | 46383 | N/A | PC | OPERATING | $70,000 | |
| CATHOLIC CHARITIES DIOCESE OF GARY | ||||||||
| 176 S WEST ST | CROWN POINT | IN | 46307 | N/A | PC | OPERATING | $100,000 | |
| CENTER FOR THE HOMELESS INC | ||||||||
| 813 S MICHIGAN ST | SOUTH BEND | IN | 46601 | N/A | PC | OPERATING | $15,000 | |
| CEREBRAL PALSY OF NORTHWEST INDIANA INC | ||||||||
| 22 TYLER AVE | HOBART | IN | 46342 | N/A | PC | OPERATING | $150,000 | |
| CHALLENGER LEARNING CENTER OF NORTHWEST INDIANA | ||||||||
| 2300 173RD ST C/O PURDUE UNIVERSITY | HAMMOND | IN | 46323 | N/A | PC | SCHOLARSHIP/CAPITAL | $15,000 | NW |
| CHASING DREAMS | ||||||||
| PO BOX 1513 | VALPARAISO | IN | 46384 | N/A | PC | OPERATING | $10,000 | |
| CHESTERTON HIGH SCHOOL | ||||||||
| 2125 S 11TH ST | CHESTERTON | IN | 46304 | N/A | GOV | OPERATING | $1,500 | |
| CHICAGOLAND IMMIGRANT WELCOME NETWORK | ||||||||
| PO BOX 3393 | MUNSTER | IN | 46321 | N/A | PC | OPERATING | $5,000 | |
| CHILDREN'S HOSPITAL OF CHICAGO FOUNDATION | ||||||||
| 225 E CHICAGO AVE | CHICAGO | IL | 60611 | N/A | PC | OPERATING | $50,000 | |
| CHILDREN'S ORGAN TRANSPLANT ASSOCIATION INC | ||||||||
| 2501 W COTA DR | BLOOMINGTON | IN | 47403 | N/A | PC | OPERATING | $20,000 | |
| CHRIST CHILD SOCIETY | ||||||||
| 2366 MIRACLE LN | MISHAWAKA | IN | 46545 | N/A | PC | OPERATING | $5,000 | |
| CITY LIFE CENTER | ||||||||
| 225 W 5TH | GARY | IN | 46402 | N/A | PC | OPERATING | $25,000 | |
| COLLEGE MENTORS FOR KIDS | ||||||||
| 212 W 10TH ST | INDIANAPOLIS | IN | 46202 | N/A | PC | OPERATING | $5,000 | |
| COMMUNITY CANCER RESEARCH FOUNDATION | ||||||||
| 901 MACARTHUR BLVD | MUNSTER | IN | 46321 | N/A | PC | OPERATING | $10,000 | |
| COMMUNITY HELP NETWORK | ||||||||
| 7748 DELAWARE PL | MERRILLVILLE | IN | 46410 | N/A | PC | OPERATING | $5,000 | |
| COMMUNITY THEATER GUILD INC | ||||||||
| PO BOX 167 | VALPARAISO | IN | 46384 | N/A | PC | OPERATING | $7,500 | |
| CONGREGATIONS OF MERRILLVILLE | ||||||||
| PO BOX 10372 | MERRILLVILLE | IN | 46411 | N/A | PC | OPERATING | $1,000 | |
| CRISIS CENTER INC | ||||||||
| 101 N MONTGOMERY ST | GARY | IN | 46403 | N/A | PC | OPERATING | $100,000 | |
| CROSSROADS YMCA | ||||||||
| 1450 S COURT ST | CROWN POINT | IN | 46307 | N/A | PC | OPERATING | $100,000 | |
| CROWN POINT COMMUNITY FOUNDATION INC | ||||||||
| PO BOX 522 | CROWN POINT | IN | 46308 | N/A | PC | OPERATING/EQUIPMENT | $25,000 | |
| CYSTIC FIBROSIS FOUNDATION GREATER ILLINOIS CHAPTER | ||||||||
| 150 N MICHIGAN AVE | CHICAGO | IL | 60601 | N/A | PC | OPERATING | $7,500 | |
| DISMAS OF INDIANA | ||||||||
| 521 S ST JOSEPH ST | SOUTH BEND | IN | 46634 | N/A | PC | OPERATING | $30,000 | |
| DRESSED FOR SCHOOL | ||||||||
| PO BOX 2381 | VALPARAISO | IN | 46384 | N/A | PC | OPERATING | $7,000 | |
| DUNEBROOK | ||||||||
| 7451 W JOHNSON RD | MICHIGAN CITY | IN | 46360 | N/A | PC | OPERATING | $20,000 | |
| DUNELAND FAMILY YMCA | ||||||||
| 215 ROOSEVELT | CHESTERTON | IN | 46304 | N/A | PC | OPERATING | $50,000 | |
| EDGEWATER SYSTEMS FOR BALANCED LIVING | ||||||||
| 1100 W SIXTH AVE | GARY | IN | 46402 | N/A | PC | OPERATING | $5,000 | |
| ELKA CHILD EDUCATIONAL CENTER INC | ||||||||
| 1953 GEORGIA ST | GARY | IN | 46407 | N/A | PC | EQUIPMENT | $30,000 | |
| EXCEPTIONAL EQUESTRIANS | ||||||||
| 5307B 61ST AVE | HOBART | IN | 46342 | N/A | PC | OPERATING | $7,000 | |
| FAITH COMMUNITY DEVELOPMENT CORP | ||||||||
| 201 E 5TH AVE | GARY | IN | 46402 | N/A | PC | OPERATING/CAPITAL | $25,000 | |
| FAMILY & YOUTH SERVICES BUREAU OF PORTER COUNTY INC | ||||||||
| 253 W LINCOLNWAY | VALPARAISO | IN | 46383 | N/A | PC | OPERATING | $50,000 | |
| FAMILY HOUSE INC | ||||||||
| 610 E GLENDALE BLVD | VALPARAISO | IN | 46383 | N/A | PC | EQUIPMENT | $7,500 | |
| FELLOWSHIP OF CHRISTIAN ATHLETES | ||||||||
| 853 EASTPORT CENTRE DR | VALPARAISO | IN | 46383 | N/A | PC | OPERATING | $10,000 | |
| FIRST CONTACT INC | ||||||||
| 2702 E GLENDALE BLVD | VALPARAISO | IN | 46383 | N/A | PC | OPERATING | $7,500 | |
| FIRST PRESBYTERIAN CHURCH | ||||||||
| 218 S COURT ST | CROWN POINT | IN | 46307 | N/A | PC | OPERATING | $20,000 | |
| FIRST TEE INDIANA | ||||||||
| 2355 CLIFFORD RD | VALPARAISO | IN | 46385 | N/A | PC | OPERATING | $7,500 | |
| FIRST UNITED METHODIST CHURCH OF CROWN POINT | ||||||||
| 352 S MAIN ST | CROWN POINT | IN | 46307 | N/A | PC | EQUIPMENT | $10,000 | |
| FOOD BANK OF NORTHWEST INDIANA | ||||||||
| 6490 BROADWAY | MERRILLVILLE | IN | 46410 | N/A | PC | OPERATING | $35,000 | |
| FOOD BANK OF NORTHWEST INDIANA | ||||||||
| 6490 BROADWAY | MERRILLVILLE | IN | 46410 | N/A | PC | CAPITAL | $300,000 | |
| FOREST RIDGE ACADEMY INC | ||||||||
| 7300 FOREST RIDGE DR | SCHERERVILLE | IN | 46375 | N/A | PC | EQUIPMENT | $9,000 | |
| FRANCISCAN HEALTH - HAMMOND | ||||||||
| 5454 HOHMAN AVE | HAMMOND | IN | 46320 | N/A | PC | OPERATING | $15,000 | |
| FRANCISCAN HEALTH FOUNDATION - CROWN POINT | ||||||||
| 2050 N MAIN ST | CROWN POINT | IN | 46307 | N/A | PC | OPERATING | $30,000 | |
| GARY BATHING BEACH AQUATORIUM SOCIETY | ||||||||
| 607 S LAKE ST | GARY | IN | 46403 | N/A | PC | OPERATING | $7,500 | |
| GARY HISTORICAL & CULTURAL SOCIETY | ||||||||
| PO BOX 64603 | GARY | IN | 46401 | N/A | PC | OPERATING | $3,000 | |
| GARY LITERACY COALITION | ||||||||
| 650 GRANT ST | GARY | IN | 46404 | N/A | PC | OPERATING | $7,500 | |
| GIBAULT INC | ||||||||
| 6401 S US HWY 41 | TERRE HAUTE | IN | 47802 | N/A | PC | OPERATING | $3,000 | |
| GIRL SCOUTS OF GREATER CHICAGO AND NORTHWEST INDIANA | ||||||||
| 8699 BROADWAY | MERRILLVILLE | IN | 46410 | N/A | PC | OPERATING | $85,000 | |
| GIRL SCOUTS OF NORTHERN INDIANA-MICHIANA | ||||||||
| 3620 DEAHL CT | SOUTH BEND | IN | 46628 | N/A | PC | OPERATING | $10,000 | |
| GIRLS ON THE RUN OF NORTHWEST INDIANA | ||||||||
| 821 W 45TH ST | GRIFFITH | IN | 46319 | N/A | PC | OPERATING | $10,000 | |
| GLENWOOD ACADEMY | ||||||||
| 18700 S HALSTED ST | GLENWOOD | IL | 60425 | N/A | PC | SCHOLARSHIP | $15,000 | |
| GOODWILL INDUSTRIES OF MICHIANA INC | ||||||||
| 1805 WESTERN AVE | SOUTH BEND | IN | 46619 | N/A | PC | OPERATING | $5,000 | |
| GRACE BEYOND BORDERS | ||||||||
| 1207 E CHICAGO AVE | EAST CHICAGO | IN | 46312 | N/A | PC | OPERATING/CAPITAL | $30,000 | |
| GRAND TOTS INC | ||||||||
| 13209 SCHNEIDER ST | CEDAR LAKE | IN | 46303 | N/A | PC | OPERATING | $20,000 | |
| HABITAT FOR HUMANITY OF NORTHWEST INDIANA | ||||||||
| 6114 W RIDGE RD | GARY | IN | 46408 | N/A | PC | EQUIPMENT | $25,000 | |
| HABITAT FOR HUMANITY OF PORTER COUNTY | ||||||||
| 360 INDIANA AVE | VALPARAISO | IN | 46383 | N/A | PC | CAPITAL | $30,000 | |
| HAROLD HAL KELLEY RESPITE FOUNDATION INC | ||||||||
| 1408 E CHICAGO ST | VALPARAISO | IN | 46383 | N/A | PC | OPERATING | $30,000 | |
| HEALTHLINC | ||||||||
| 951 TRANSPORT DR | VALPARAISO | IN | 46383 | N/A | PC | OPERATING | $10,000 | |
| HEALTHY COMMUNITIES OF LAPORTE COUNTY | ||||||||
| 422 FRANKLIN ST | MICHIGAN CITY | IN | 46360 | N/A | PC | OPERATING | $3,000 | |
| HEBRON UNITED METHODIST CHURCH | ||||||||
| PO BOX 96 | HEBRON | IN | 46341 | N/A | PC | EQUIPMENT | $20,000 | |
| HILLTOP NEIGHBORHOOD HOUSE INC | ||||||||
| 460 S COLLEGE AVE | VALPARAISO | IN | 46383 | N/A | PC | SCHOLARSHIP | $40,000 | |
| HISTORICAL SOCIETY OF OGDEN DUNES | ||||||||
| 115 HILLCREST RD | OGDEN DUNES | IN | 46368 | N/A | PC | OPERATING | $5,000 | |
| HOBART FAMILY YMCA INC | ||||||||
| 601 W 40TH PL | HOBART | IN | 46342 | N/A | PC | OPERATING | $50,000 | |
| HOOSIERS FEEDING THE HUNGRY | ||||||||
| 0505 CR 32 | CORUNNA | IN | 46730 | N/A | PC | OPERATING | $5,000 | |
| HORACE MANN-AMBRIDGE NEIGHBORHOOD IMPROVEMENT ORGANIZATION INC | ||||||||
| PO BOX 64273 | GARY | IN | 46401 | N/A | PC | OPERATING | $40,000 | |
| HOSPICE OF THE CALUMET AREA INC | ||||||||
| 600 SUPERIOR AVE | MUNSTER | IN | 46321 | N/A | PC | OPERATING | $30,000 | |
| HOUSING OPPORTUNITIES | ||||||||
| 2001 CALUMET AVE | VALPARAISO | IN | 46383 | N/A | PC | OPERATING | $15,000 | |
| HUMANE INDIANA | ||||||||
| 8149 KENNEDY AVE | HIGHLAND | IN | 46322 | N/A | PC | CAPITAL | $5,000 | |
| HUMANE SOCIETY OF HOBART INC | ||||||||
| PO BOX 108 | HOBART | IN | 46342 | N/A | PC | OPERATING | $5,000 | |
| HUMANE SOCIETY OF NORTHWEST INDIANA INC | ||||||||
| PO BOX 2697 | GARY | IN | 46403 | N/A | PC | OPERATING | $6,000 | |
| ILLINOIS SPINA BIFIDA ASSOCIATION | ||||||||
| 8765 W HIGGINS | CHICAGO | IL | 60631 | N/A | PC | OPERATING | $5,000 | |
| IMMANUEL LUTHERAN CHURCH | ||||||||
| 1700 MONTICELLO PARK DR | VALPARAISO | IN | 46383 | N/A | PC | OPERATING | $25,000 | |
| INDEPENDENT CAT SOCIETY INC | ||||||||
| PO BOX 735 | WESTVILLE | IN | 46391 | N/A | PC | OPERATING | $3,000 | |
| INDEPENDENT COLLEGES OF INDIANA INC | ||||||||
| 30 S MERIDIAN ST | INDIANAPOLIS | IN | 46204 | N/A | SO I | SCHOLARSHIP | $125,000 | |
| INDIANA ASSOCIATION OF SCHOOL PRINCIPALS | ||||||||
| 11025 E 25TH ST | INDIANAPOLIS | IN | 46229 | N/A | PC | OPERATING | $4,000 | |
| INDIANA BALLET THEATRE | ||||||||
| 7305 GRAND BLVD | HOBART | IN | 46340 | N/A | PC | OPERATING/CAPITAL | $15,000 | |
| INDIANA BAR FOUNDATION | ||||||||
| 615 N ALABAMA ST 122 | INDIANAPOLIS | IN | 46202 | N/A | PC | OPERATING | $15,000 | |
| INDIANA DUNES ENVIRONMENTAL LEARNING CENTER INC | ||||||||
| 700 HOWE RD | CHESTERTON | IN | 46304 | N/A | PC | OPERATING | $15,000 | |
| INDIANA FOUNDATION OF DENTISTRY FOR THE HANDICAPPED | ||||||||
| 6110 TECHNOLOGY CENTER DR | INDIANAPOLIS | IN | 46278 | N/A | PC | OPERATING | $5,000 | |
| INDIANA GOLF FOUNDATION | ||||||||
| PO BOX 516 | FRANKLIN | IN | 46131 | N/A | PC | OPERATING | $15,000 | |
| INDIANA LEGAL SERVICES INC | ||||||||
| 151 N DELAWARE ST | INDIANAPOLIS | IN | 46204 | N/A | PC | OPERATING | $40,000 | |
| INDIANA PHILANTHROPY ALLIANCE INC | ||||||||
| 32 E WASHINGTON ST | INDIANAPOLIS | IN | 46204 | N/A | PC | OPERATING | $2,500 | |
| INDIANA STATE UNIVERSITY FOUNDATION | ||||||||
| 30 N FIFTH ST | TERRE HAUTE | IN | 47809 | N/A | PC | OPERATING | $100,000 | |
| INDIANA UNIVERSITY FOUNDATION | ||||||||
| PO BOX 500 | BLOOMINGTON | IN | 47402 | N/A | PC | OPERATING | $150,000 | |
| INDIANA UNIVERSITY NORTHWEST | ||||||||
| 3400 BROADWAY | GARY | IN | 46408 | N/A | PC | OPERATING | $150,000 | |
| INDIANA UNIVERSITY SCHOOL OF LAW | ||||||||
| 211 S INDIANA AVE | BLOOMINGTON | IN | 47405 | N/A | PC | SCHOLARSHIP | $20,000 | |
| INDIANA WOMEN IN NEED FOUNDATION | ||||||||
| PO BOX 30648 | INDIANAPOLIS | IN | 46220 | N/A | PC | OPERATING | $6,000 | |
| IN-PACT INC | ||||||||
| 12300 MARSHALL ST | CROWN POINT | IN | 46307 | N/A | PC | EQUIPMENT | $15,000 | |
| INTERFAITH COMMUNITY PADS | ||||||||
| 7871 W 400 N | MICHIGAN CITY | IN | 46360 | N/A | PC | CAPITAL | $10,000 | |
| INTERNATIONAL INSTITUTE OF LACASA | ||||||||
| 4433 BROADWAY | GARY | IN | 46409 | N/A | PC | OPERATING | $15,000 | |
| IVY TECH FOUNDATION | ||||||||
| 3100 IVY TECH DR | VALPARAISO | IN | 46383 | N/A | PC | SCHOLARSHIP | $100,000 | |
| JACOB'S LADDER PEDIATRIC REHABILITATION CENTER INC | ||||||||
| 1595 S CALUMET RD | CHESTERTON | IN | 46304 | N/A | PC | OPERATING | $15,000 | |
| JDRF | ||||||||
| 1 N LASALLE ST | CHICAGO | IL | 60602 | N/A | PC | OPERATING | $15,000 | |
| JEWISH FEDERATION OF NORTHWEST INDIANA INC | ||||||||
| 585 PROGRESS AVE | MUNSTER | IN | 46321 | N/A | PC | OPERATING | $15,000 | |
| JUNIOR ACHIEVEMENT OF CHICAGO | ||||||||
| 651 W WASHINGTON ST | CHICAGO | IL | 60661 | N/A | PC | OPERATING | $5,000 | |
| LAKE COURT HOUSE FOUNDATION INC | ||||||||
| PO BOX 556 | CROWN POINT | IN | 46308 | N/A | PC | CAPITAL | $10,000 | |
| LAKE REGION CHRISTIAN ASSEMBLY | ||||||||
| 7007 E 117TH AVE | CROWN POINT | IN | 46307 | N/A | PC | OPERATING | $5,000 | |
| LAKESHORE PUBLIC MEDIA | ||||||||
| 8625 INDIANA PL | MERRILLVILLE | IN | 46410 | N/A | PC | OPERATING/CAPITAL | $125,000 | |
| LEGACY FOUNDATION INC | ||||||||
| 370 E 84TH DR | MERRILLVILLE | IN | 46410 | N/A | PC | OPERATING | $30,000 | |
| LEGACY FOUNDATION INC | ||||||||
| 370 E 84TH DR | MERRILLVILLE | IN | 46410 | N/A | PC | OPERATING | $103,800 | |
| LET'S TALK ABOUT IT LET'S DO IT COMMUNITY OUTREACH | ||||||||
| 1375 GERRY ST | GARY | IN | 46406 | N/A | PC | OPERATING | $6,000 | |
| LIFE TREATMENT CENTERS INC | ||||||||
| 1402 S MICHIGAN ST | SOUTH BEND | IN | 46613 | N/A | PC | OPERATING | $7,500 | |
| LIFELINE PILOTS | ||||||||
| 6100 W EVERETT DIRKSEN PKWY STE 302 | PEORIA | IL | 61607 | N/A | PC | OPERATING | $5,000 | |
| LOGAN | ||||||||
| 2505 E JEFFERSON BLVD | SOUTH BEND | IN | 46615 | N/A | PC | CAPITAL | $5,000 | |
| LUBEZNIK CENTER FOR THE ARTS | ||||||||
| 101 AVENUE OF THE ARTS | MICHIGAN CITY | IN | 46360 | N/A | PC | OPERATING | $10,000 | |
| MAAC FOUNDATION | ||||||||
| 4203 MONTDALE PK DR | VALPARAISO | IN | 46383 | N/A | PC | CAPITAL | $25,000 | |
| MAAP SERVICES | ||||||||
| PO BOX 524 | CROWN POINT | IN | 46308 | N/A | PC | OPERATING | $5,000 | |
| MAYO FOUNDATION | ||||||||
| 200 FIRST ST SW | ROCHESTER | MN | 55905 | N/A | PC | OPERATING | $100,000 | |
| MEALS ON WHEELS OF NORTHWEST INDIANA | ||||||||
| 8446 VIRGINIA ST | MERRILLVILLE | IN | 46410 | N/A | PC | OPERATING | $100,000 | |
| MEMORIAL OPERA HOUSE FOUNDATION | ||||||||
| 104 INDIANA AVE | VALPARAISO | IN | 46383 | N/A | PC | OPERATING/CAPITAL | $25,000 | |
| MENTAL HEALTH AMERICA OF LAKE COUNTY | ||||||||
| 5311 HOHMAN AVE | HAMMOND | IN | 46320 | N/A | PC | OPERATING | $25,000 | |
| MERRILLVILLE ROTARY CLUB CHARITIES INC | ||||||||
| PO BOX 11001 | MERRILLVILLE | IN | 46411 | N/A | PC | OPERATING | $6,000 | |
| METHODIST HOSPITALS | ||||||||
| 600 GRANT ST | GARY | IN | 46402 | N/A | PC | EQUIPMENT | $60,000 | |
| MILK BANK | ||||||||
| 5060 E 62ND ST STE 128 | INDIANAPOLIS | IN | 46220 | N/A | PC | OPERATING | $10,000 | |
| MILLER BEACH ARTS AND CREATIVE DISTRICT | ||||||||
| PO BOX 2405 | GARY | IN | 46403 | N/A | PC | OPERATING | $15,000 | |
| MONTESSORI ACADEMY IN THE OAKS | ||||||||
| 2109 E 57TH ST | HOBART | IN | 46342 | N/A | PC | EQUIPMENT | $2,500 | |
| MORAINE HOUSE | ||||||||
| 353 W LINCOLNWAY | VALPARAISO | IN | 46383 | N/A | PC | OPERATING | $14,000 | |
| MUSCULAR DYSTROPHY FAMILY FOUNDATION | ||||||||
| PO BOX 776 | CARMEL | IN | 46032 | N/A | PC | OPERATING | $5,000 | |
| NATIONAL FIRE SAFETY COUNCIL VALPARAISO FIRE DEPARTMENT | ||||||||
| 2605 CUMBERLAND DR | VALPARAISO | IN | 46383 | N/A | PC | OPERATING | $5,000 | |
| NEVILLE MINISTRIES INC | ||||||||
| 5757 MASSACHUSETTS ST | MERRILLVILLE | IN | 46410 | N/A | PC | OPERATING/EQUIPMENT | $5,000 | |
| NORTH COAST CULTURAL ASSOCIATION INC | ||||||||
| PO BOX 2281 | CHESTERTON | IN | 46304 | N/A | PC | OPERATING | $2,000 | |
| NORTHERN INDIANA HISTORICAL SOCIETY | ||||||||
| 808 W WASHINGTON | SOUTH BEND | IN | 46601 | N/A | PC | OPERATING | $5,000 | |
| NORTHWEST INDIANA CANCER KIDS | ||||||||
| PO BOX 824 | SCHERERVILLE | IN | 46375 | N/A | PC | OPERATING | $5,000 | |
| NORTHWEST INDIANA CATHOLIC YOUTH ORGANIZATION INC | ||||||||
| 7725 BROADWAY | MERRILLVILLE | IN | 46410 | N/A | PC | OPERATING/CAPITAL | $40,000 | |
| NORTHWEST INDIANA FORUM FOUNDATION INC | ||||||||
| 6100 SOUTHPORT RD | PORTAGE | IN | 46368 | N/A | PC | OPERATING | $25,000 | |
| NORTHWEST INDIANA SPECIAL EDUCATION COOPERATIVE | ||||||||
| 2150 W 97TH ST | CROWN POINT | IN | 46307 | N/A | PC | OPERATING | $10,000 | |
| NORTHWEST INDIANA SYMPHONY SOCIETY INC | ||||||||
| 1040 RIDGE RD | MUNSTER | IN | 46321 | N/A | PC | OPERATING | $50,000 | |
| NORTHWEST INDIANA SYMPHONY SOCIETY INC | ||||||||
| 1040 RIDGE RD | MUNSTER | IN | 46321 | N/A | PC | OPERATING | $25,000 | |
| OPPORTUNITY ENTERPRISES INC | ||||||||
| 2801 EVANS AVE | VALPARAISO | IN | 46383 | N/A | PC | OPERATING/CAPITAL | $250,000 | |
| OUR GREATER GOOD | ||||||||
| PO BOX 44 | VALPARAISO | IN | 46384 | N/A | PC | OPERATING | $5,000 | |
| PHILANTHROPY ROUNDTABLE | ||||||||
| 1730 M ST NW | WASHINGTON | DC | 20036 | N/A | PC | OPERATING | $3,000 | |
| PINES VILLAGE RETIREMENT COMMUNITIES INC | ||||||||
| 3303 PINES VILLAGE CIR | VALPARAISO | IN | 46383 | N/A | PC | EQUIPMENT | $25,000 | |
| PINK RIBBON SOCIETY | ||||||||
| 303 E 89TH AVE | MERRILLVILLE | IN | 46410 | N/A | PC | OPERATING | $5,000 | |
| PLANNED PARENTHOOD GREATER NW - HI AL IN KY | ||||||||
| 200 S MERIDIAN ST STE 400 PO BOX | INDIANAPOLIS | IN | 46208 | N/A | PC | OPERATING | $15,000 | 397 |
| PORTAGE RECOVERY ASSOCIATION | ||||||||
| 5965 MCCASLAND AVE | PORTAGE | IN | 46368 | N/A | PC | OPERATING | $5,000 | |
| PORTAGE RESALE SHOP INC | ||||||||
| 6450 EVERGREEN AVE | PORTAGE | IN | 46368 | N/A | PC | OPERATING | $5,000 | |
| PORTAGE TOWNSHIP YMCA | ||||||||
| 3100 WILLOWCREEK RD | PORTAGE | IN | 46368 | N/A | PC | EQUIPMENT | $50,000 | |
| PORTAGELIVE | ||||||||
| PO BOX 1111 | PORTAGE | IN | 46368 | N/A | PC | OPERATING | $1,500 | |
| PORTER COUNTY AGING & COMMUNITY SERVICES INC | ||||||||
| 1005 CAMPBELL | VALPARAISO | IN | 46385 | N/A | PC | CAPITAL | $15,000 | |
| PORTER COUNTY ASSOCIATION FOR HANDICAPPED CHILDREN AND ADULTS INC | ||||||||
| 53 E ENGEL DR | VALPARAISO | IN | 46383 | N/A | PC | OPERATING | $4,000 | |
| PORTER COUNTY COMMUNITY FOUNDATION INC | ||||||||
| 1401 CALUMET AVE | VALPARAISO | IN | 46383 | N/A | PC | OPERATING | $30,000 | |
| PORTER COUNTY FAMILY COURT | ||||||||
| 1660 S SR 2 | VALPARAISO | IN | 46385 | N/A | PC | OPERATING | $10,000 | |
| PORTER COUNTY MUSEUM FOUNDATION | ||||||||
| 20 INDIANA AVE | VALPARAISO | IN | 46383 | N/A | PC | OPERATING | $12,000 | |
| PORTER COUNTY PACT INC | ||||||||
| 1356 W LINCOLNWAY | VALPARAISO | IN | 46385 | N/A | PC | OPERATING | $30,000 | |
| PORTER COUNTY PARKS FOUNDATION INC | ||||||||
| PO BOX 428 | VALPARAISO | IN | 46384 | N/A | PC | OPERATING | $10,000 | |
| PORTER COUNTY SUBSTANCE ABUSE COUNCIL | ||||||||
| 57 S MICHIGAN AVE | VALPARAISO | IN | 46383 | N/A | PC | OPERATING | $10,000 | |
| PUBLIC EDUCATION FOUNDATION OF VALPARAISO INDIANA | ||||||||
| 3801 N CAMPBELL ST | VALPARAISO | IN | 46385 | N/A | PC | SCHOLARSHIP | $15,000 | |
| PURDUE UNIVERSITY NORTHWEST CALUMET CAMPUS | ||||||||
| 2200 169TH ST | HAMMOND | IN | 46323 | N/A | PC | OPERATING | $150,000 | |
| PURDUE UNIVERSITY | ||||||||
| 610 PURDUE MALL | WEST LAFAYETTE | IN | 47907 | N/A | PC | OPERATING | $150,000 | |
| REAL SERVICES | ||||||||
| PO BOX 1835 | SOUTH BEND | IN | 46634 | N/A | PC | OPERATING | $5,000 | |
| REBUILDING TOGETHER DUNELAND | ||||||||
| PO BOX 644 | CHESTERTON | IN | 46304 | N/A | PC | OPERATING | $5,000 | |
| REGIONAL MENTAL HEALTH CARE CENTER | ||||||||
| 8555 TAFT ST | MERRILLVILLE | IN | 46410 | N/A | PC | OPERATING | $10,000 | |
| RESPITE CARE SERVICES INC | ||||||||
| 9000 INDIANAPOLIS BLVD | HIGHLAND | IN | 46322 | N/A | PC | OPERATING | $10,000 | |
| RESTORING THE PRIDE EDUCATIONAL FOUNDATION SIGMA ALPHA EPSILON | ||||||||
| 406 LITTLETON ST | WEST LAFAYETTE | IN | 47906 | N/A | PC | OPERATING/CAPITAL | $15,000 | |
| RILEY CHILDREN'S FOUNDATION | ||||||||
| 30 S MERIDIAN ST | INDIANAPOLIS | IN | 46204 | N/A | PC | OPERATING | $20,000 | |
| RONALD MCDONALD HOUSE CHARITIES OF CHICAGOLAND & NORTHWEST INDIANA | ||||||||
| 1301 W 22ND ST | OAK BROOK | IL | 60523 | N/A | PC | OPERATING | $15,000 | |
| RONALD MCDONALD HOUSE OF INDIANA INC | ||||||||
| 435 LIMESTONE | INDIANAPOLIS | IN | 46202 | N/A | PC | OPERATING | $20,000 | |
| SALVATION ARMY OF LAKE COUNTY | ||||||||
| 8225 COLUMBIA AVE | MUNSTER | IN | 46321 | N/A | PC | OPERATING | $100,000 | |
| SALVATION ARMY OF MICHIGAN CITY | ||||||||
| 1201 S FRANKLIN ST | MICHIGAN CITY | IN | 46360 | N/A | PC | OPERATING | $25,000 | |
| SALVATION ARMY OF PORTER COUNTY | ||||||||
| 799 CAPITOL RD | VALPARAISO | IN | 46385 | N/A | PC | OPERATING | $50,000 | |
| SAMARITAN COUNSELING CENTER | ||||||||
| 8955 COLUMBIA AVE | MUNSTER | IN | 46321 | N/A | PC | OPERATING | $20,000 | |
| SAMARITAN COUNSELING CENTERS INC | ||||||||
| 340 COMMERCE SQ | MICHIGAN CITY | IN | 46360 | N/A | PC | OPERATING | $5,000 | |
| SAND CASTLE SHELTER | ||||||||
| 120 W NINTH ST | MICHIGAN CITY | IN | 46360 | N/A | PC | OPERATING | $15,000 | |
| SCHOOL CITY OF HOBART | ||||||||
| 32 EAST 7TH ST | HOBART | IN | 46342 | N/A | GOV | OPERATING | $5,000 | |
| SHARE FOUNDATION FOR THE HANDICAPPED | ||||||||
| PO BOX 400 | ROLLING PRAIRIE | IN | 46371 | N/A | PC | OPERATING | $20,000 | |
| SHIRLEY HEINZE LAND TRUST | ||||||||
| 109 W 700 N | VALPARAISO | IN | 46385 | N/A | PC | OPERATING | $20,000 | |
| SHIRLEY RYAN ABILITYLAB | ||||||||
| 355 E ERIE ST | CHICAGO | IL | 60611 | N/A | PC | OPERATING | $20,000 | |
| SHRINERS HOSPITALS FOR CHILDREN | ||||||||
| 2211 N OAK PARK AVE | CHICAGO | IL | 60707 | N/A | PC | OPERATING | $10,000 | |
| SHULTS-LEWIS CHILD & FAMILY SERVICES | ||||||||
| PO BOX 471 | VALPARAISO | IN | 46384 | N/A | PC | OPERATING | $20,000 | |
| SINAI FORUM | ||||||||
| 1401 S US HWY 421 | WESTVILLE | IN | 46391 | N/A | PC | OPERATING | $20,000 | |
| SOJOURNER TRUTH HOUSE | ||||||||
| 410 W 13TH AVE | GARY | IN | 46407 | N/A | PC | OPERATING | $35,000 | |
| SOUTH BEND CIVIC THEATRE | ||||||||
| 403 N MAIN ST | SOUTH BEND | IN | 46601 | N/A | PC | OPERATING | $10,000 | |
| SOUTH SHORE ARTS | ||||||||
| 1040 RIDGE RD | MUNSTER | IN | 46321 | N/A | PC | OPERATING | $20,000 | |
| SPECIAL OLYMPIC INDIANA | ||||||||
| 6200 TECHNOLOGY CENTER DR | INDIANAPOLIS | IN | 46278 | N/A | PC | OPERATING | $5,000 | |
| SPORT YOUTH FOUNDATION | ||||||||
| 3567 VILLAGE CT | GARY | IN | 46408 | N/A | PC | OPERATING | $4,000 | |
| ST AGNES ADULT DAY SERVICE CENTER | ||||||||
| 1859 HARRISON BLVD | VALPARAISO | IN | 46385 | N/A | PC | CAPITAL | $5,000 | |
| ST BALDRICKS FOUNDATION | ||||||||
| 1333 S MAYFLOWER AVE | MONROVIA | CA | 91016 | N/A | PC | OPERATING | $5,000 | |
| ST BEDE ABBEY & ACADEMY | ||||||||
| 24 W US HWY 6 | PERU | IL | 61354 | N/A | PC | SCHOLARSHIP/CAPITAL | $15,000 | |
| ST JOSEPH'S CARMELITE HOME | ||||||||
| 4840 GRASSELLI AVE | EAST CHICAGO | IL | 46312 | N/A | PC | OPERATING | $100,000 | |
| ST JUDE HOUSE INC | ||||||||
| 12490 MARSHALL ST | CROWN POINT | IN | 46307 | N/A | PC | OPERATING | $60,000 | |
| ST MARY MEDICAL CENTER | ||||||||
| 1500 S LAKE PARK AVE | HOBART | IN | 46342 | N/A | PC | OPERATING | $25,000 | |
| ST MICHAEL'S CHURCH | ||||||||
| 1 WILHELM ST | SCHERERVILLE | IN | 46375 | N/A | PC | OPERATING | $2,000 | |
| ST TERESA OF AVILA CATHOLIC STUDENT CENTER | ||||||||
| 1511 LAPORTE AVE | VALPARAISO | IN | 46383 | N/A | PC | OPERATING | $6,000 | |
| SUSAN B KOMEN BREAST CANCER FOUNDATION | ||||||||
| 628 N 700 W C/O NW INDIANA RALLY | HOBART | IN | 46342 | N/A | PC | OPERATING | $2,000 | COMMITTEE |
| TRADEWINDS REHABILITATION CENTER INC | ||||||||
| 3198 E 83RD PL | MERRILLVILLE | IN | 46410 | N/A | PC | OPERATING/CAPITAL | $150,000 | |
| UNION TOWNSHIP MIDDLE SCHOOL | ||||||||
| 599 W 300 N | VALPARAISO | IN | 46385 | N/A | PC | EQUIPMENT | $2,000 | |
| UNION TOWNSHIP SCHOOL CORP (DOLLARS FOR SCHOLARS) | ||||||||
| 599 W 300 N | VALPARAISO | IN | 46385 | N/A | PC | SCHOLARSHIP | $5,000 | |
| UNITED NEGRO COLLEGE FUND | ||||||||
| 3737 N MERIDIAN ST | INDIANAPOLIS | IN | 46208 | N/A | PC | SCHOLARSHIPS | $10,000 | |
| UNITED WAY OF NORTHWEST INDIANA | ||||||||
| 951 EASTPORT CENTRE DR | VALPARAISO | IN | 46383 | N/A | PC | OPERATING | $750,000 | |
| UNIVERSITY OF CHICAGO COMPREHENSIVE CANCER CENTER | ||||||||
| 5841 S MARYLAND AVE | CHICAGO | IL | 60637 | N/A | PC | OPERATING | $15,000 | |
| UNIVERSITY OF CHICAGO | ||||||||
| 5325 S HARPER CT | CHICAGO | IL | 60615 | N/A | PC | OPERATING | $20,000 | |
| VALPARAISO COMMUNITY SCHOOLS | ||||||||
| 4106 CALUMET AVE | VALPARAISO | IN | 46383 | N/A | GOV | OPERATING | $5,000 | |
| VALPARAISO FAMILY YMCA | ||||||||
| 1201 CUMBERLAND CROSSING DR | VALPARAISO | IN | 46383 | N/A | PC | OPERATING | $60,000 | |
| VALPARAISO KIWANIS CLUB FOUNDATION INC | ||||||||
| PO BOX 1661 | VALPARAISO | IN | 46384 | N/A | PC | OPERATING | $12,000 | |
| VALPARAISO PARKS AND RECREATION FOUNDATION | ||||||||
| 3210 CAMPBELL ST | VALPARAISO | IN | 46385 | N/A | PC | OPERATING/CAPITAL | $25,000 | |
| VALPARAISO UNIVERSITY | ||||||||
| 1700 CHAPEL DR | VALPARAISO | IN | 46383 | N/A | PC | SCHOLARSHIPS | $100,000 | |
| VISITING NURSE ASSOCIATION OF NORTHWEST INDIANA | ||||||||
| 2401 VALLEY DR | VALPARAISO | IN | 46383 | N/A | PC | OPERATING | $50,000 | |
| WABASH CENTER | ||||||||
| 11055 BROADWAY | CROWN POINT | IN | 46307 | N/A | PC | OPERATING | $3,000 | |
| WEST SIDE HIGH SCHOOL THEATRE GUILD | ||||||||
| 900 GERRY ST | GARY | IN | 46406 | N/A | GOV | OPERATING | $7,500 | |
| WHITES RESIDENTIAL & FAMILY SERVICES | ||||||||
| 5233 S 50 E | WABASH | IN | 46992 | N/A | PC | OPERATING | $5,000 | |
| WNIT PUBLIC TELEVISION | ||||||||
| PO BOX 7034 | SOUTH BEND | IN | 46634 | N/A | PC | OPERATING | $10,000 | |
| WOMEN'S CARE CENTER | ||||||||
| 7127 INDIANAPOLIS BLVD | HAMMOND | IN | 46617 | N/A | PC | OPERATING | $3,000 | |
| WOODLAND CHILD DEVELOPMENT CENTER | ||||||||
| 3027 J F MAHONEY DR | HAMMOND | IN | 46323 | N/A | PC | OPERATING | $15,000 | |
| YOUTH FAMILY COMMUNITY RENEWAL | ||||||||
| PO BOX 64541 | GARY | IN | 46401 | N/A | PC | OPERATING | $15,000 | |
| YOUTH FOR CHRIST | ||||||||
| 232 MAIN ST NW | BOURBONNAIS | IL | 60914 | N/A | PC | CAPITAL | $10,000 | |
| YOUTH SERVICE BUREAU OF LAPORTE COUNTY | ||||||||
| 906 MICHIGAN AVE | LAPORTE | IN | 46350 | N/A | PC | OPERATING | $18,000 | |
| YOUTH SERVICE BUREAU OF ST JOSEPH COUNTY INC | ||||||||
| 2222 LINCOLNWAY W | SOUTH BEND | IN | 46628 | N/A | PC | OPERATING | $15,000 | |
| YWCA OF NORTHWEST INDIANA | ||||||||
| 150 W 15TH AVE | GARY | IN | 46407 | N/A | PC | OPERATING | $120,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,333,800 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOYS & GIRLS CLUBS OF GREATER NORTHWEST INDIANA INC | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3691 WILLOWCREEK RD | AddressLine1Txt |
| City | PORTAGE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46368 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | OPERATING | GrantOrContributionPurposeTxt |
| Amt | $4,320,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $4,320,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,791,217 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,291,051 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $30,312,988 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $34,395,256 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $34,395,256 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $42,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $32,850 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990-PF, PART VI-B, LINES 1A(3) AND 1B | FormAndLineReferenceDesc |
| Medium Explanation | PART VI-B, LINE 1A(4) HAS BEEN ANSWERED "YES" BECAUSE BRUCE WARGO, WILLIAM VINOVICH, CHARLES CONOVER, CLYDE COMPTON AND JOHN DIEDERICH ARE SUBTANTIAL CONTRIBUTORS TO THE JOHN W. ANDERSON FOUNDATION AND THEREFORE DISQUALIFIED PERSONS. THEY PROVIDE "SERVICE" TO THE ORGANIZATION BY SERVING ON ITS BOARD. LINE 1B IS ANSWERED "NO" BECAUSE THEY ARE NOT COMPENSATED AND THIS SERVICE QUALIFIES UNDER THE EXCEPTIONS DESCRIBED IN REGULATIONS SECTION 53.4941(D)-3. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JPMORGAN CORE BOND TRUST FUND | $51,888,801 | $51,888,801 |
| PIMCO FDS PAC INVT MGMT SER FOR FUTURE I INC FD INSTL CL PDIIX | $21,379,895 | $21,379,895 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (137 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ATLASSIAN CORPORATION PLC COM CL A | $1,323,458 | $1,323,458 |
| SHOPIFY INC CL A SHOPIFY INC | $1,191,442 | $1,191,442 |
| FIVERR INTERNATIONAL LTD COM | $297,326 | $297,326 |
| COCA-COLA EUROPACIFIC PARTNERS | $851,758 | $851,758 |
| SEA LTD ADR | $2,602,195 | $2,602,195 |
| ABCAM PLC SPON ADS | $74,654 | $74,654 |
| 10X GENOMICS INC CL A CL A | $407,555 | $407,555 |
| ADVANCE AUTO PTS INC COM | $1,920,959 | $1,920,959 |
| AECOM | $815,810 | $815,810 |
| AIR PROD & CHEM INC COM | $603,348 | $603,348 |
| AIRBNB INC CL A COM | $674,285 | $674,285 |
| AKAMAI TECHNOLOGIES INC COM STK | $198,968 | $198,968 |
| ALIGN TECHNOLOGY INC COM | $1,641,636 | $1,641,636 |
| ALLSTATE CORP COM | $794,373 | $794,373 |
| ALTICE USA INC CL A | $709,655 | $709,655 |
| AMAZON COM INC COM | $2,200,664 | $2,200,664 |
| AMERICAN EXPRESS CO | $675,504 | $675,504 |
| AMERICAN INTERNATIONAL GROUP INC COM | $995,448 | $995,448 |
| AMETEK INC NEW COM | $545,518 | $545,518 |
| ANAPLAN INC COM | $241,630 | $241,630 |
| ANTHEM INC COM | $1,442,073 | $1,442,073 |
| APTARGROUP INC COM | $292,115 | $292,115 |
| ARAMARK COM | $898,071 | $898,071 |
| ASANA INC CL A | $392,133 | $392,133 |
| AXALTA COATING SYSTEMS LTD COM USD1.00 | $821,244 | $821,244 |
| BIO RAD LABS INC CL A | $238,005 | $238,005 |
| BIO-TECHNE CORP COM | $284,537 | $284,537 |
| BLOCK INC | $1,912,278 | $1,912,278 |
| BOSTON BEER INC CL A CL A | $161,632 | $161,632 |
| BROADCOM INC COM | $1,497,838 | $1,497,838 |
| CARVANA CO CL A CL A | $448,282 | $448,282 |
| CATALENT INC COM | $233,015 | $233,015 |
| CHARTER COMMUNICATIONS INC NEW CL A | $961,004 | $961,004 |
| CHURCH & DWIGHT INC COM | $179,375 | $179,375 |
| CITIGROUP INC COM NEW COM NEW | $261,428 | $261,428 |
| CLARIVATE PLC | $254,016 | $254,016 |
| CLOROX CO., COMMON STOCK | $326,053 | $326,053 |
| CLOUDFLARE INC COM | $427,375 | $427,375 |
| COGNIZANT TECH SOLUTIONS CORP CL A | $1,036,338 | $1,036,338 |
| COMCAST CORP NEW-CL A | $1,123,265 | $1,123,265 |
| COOPER COS INC COM NEW COM NEW | $230,417 | $230,417 |
| CORTEVA INC COM | $1,094,106 | $1,094,106 |
| COSTAR GROUP INC COM | $1,290,086 | $1,290,086 |
| CULLEN / FROST BANKERS INC COM | $221,883 | $221,883 |
| CVS HEALTH CORP COM | $1,101,130 | $1,101,130 |
| DEERE & CO COM | $1,111,992 | $1,111,992 |
| DENTSPLY SIRONA INC COM | $391,088 | $391,088 |
| DEXCOM INC COM | $1,044,368 | $1,044,368 |
| DOLLAR GEN CORP NEW COM | $1,288,811 | $1,288,811 |
| DOORDASH INC CL A COM CLASS A | $785,894 | $785,894 |
| DUPONT DE NEMOURS INC COMMON STOCK | $593,006 | $593,006 |
| EDWARDS LIFESCIENCES CORP COM | $1,373,878 | $1,373,878 |
| EVEREST RE GROUP COM | $436,902 | $436,902 |
| EXELON CORP COM | $645,410 | $645,410 |
| FLOOR & DECOR HLDGS INC CL A CL A | $864,306 | $864,306 |
| FORTIVE CORP COM MON STOCK | $565,309 | $565,309 |
| FRESHPET INC COM | $236,270 | $236,270 |
| GALLAGHER ARTHUR J & CO COM | $450,474 | $450,474 |
| GENERAC HLDGS INC COM STK | $443,419 | $443,419 |
| GOLDMAN SACHS GROUP INC COM | $612,463 | $612,463 |
| GRACO INC COM | $195,100 | $195,100 |
| HERSHEY COMPANY COM STK | $224,425 | $224,425 |
| HESS CORP COM STK | $1,265,247 | $1,265,247 |
| HORMEL FOODS CORP COM | $213,788 | $213,788 |
| HUNT J B TRANS SVCS INC COM | $1,484,762 | $1,484,762 |
| IDEX CORP COM | $243,410 | $243,410 |
| INTEGRA LIFESCIENCES HLDG CORP COM DESP | $241,164 | $241,164 |
| INTL FLAVORS & FRAGRANCES INC COM | $1,401,045 | $1,401,045 |
| INTUIT COM | $1,705,819 | $1,705,819 |
| JPMORGAN CHASE & CO COM | $668,395 | $668,395 |
| LAMB WESTON HLDGS INC COM USD5 | $180,633 | $180,633 |
| LAS VEGAS SANDS CORP COM STK | $675,337 | $675,337 |
| LENNAR CORP CL A | $499,140 | $499,140 |
| LESLIES INC COM | $320,593 | $320,593 |
| LITHIA MTRS INC CL A | $431,468 | $431,468 |
| LOWES COS INC COM | $1,248,458 | $1,248,458 |
| MARAVAI LIFESCIENCES HLDGS INC CL A | $195,673 | $195,673 |
| MASIMO CORP COM STK | $314,739 | $314,739 |
| MATCH GROUP INC NEW COM | $1,467,446 | $1,467,446 |
| MC CORMICK & CO INC COM NON-VTG | $308,669 | $308,669 |
| MEDTRONIC PLC COMMON STOCK | $498,939 | $498,939 |
| MERCK & CO INC NEW COM | $1,307,402 | $1,307,402 |
| META PLATFORMS INC | $1,610,107 | $1,610,107 |
| MGM GROWTH PPTYS LLC CL A COM | $880,154 | $880,154 |
| NETFLIX INC COM STK | $2,659,773 | $2,659,773 |
| NORDSON CORP COM | $296,113 | $296,113 |
| NORTHERN TR CORP COM | $1,119,550 | $1,119,550 |
| NUTANIX INC CL A | $233,852 | $233,852 |
| OKTA INC CL A | $273,487 | $273,487 |
| ORACLE CORP COM | $517,243 | $517,243 |
| PALO ALTO NETWORKS INC COM | $450,976 | $450,976 |
| PERRIGO COMPANY LIMITED COM | $857,667 | $857,667 |
| PHILLIPS 66 COM | $1,178,345 | $1,178,345 |
| PIONEER NAT RES CO COM | $907,036 | $907,036 |
| PLANET FITNESS INC CL A | $144,475 | $144,475 |
| PROSPERITY BANCSHARES INC COM | $173,520 | $173,520 |
| PURE STORAGE INC CL A | $394,994 | $394,994 |
| QUALCOMM INC COM | $717,582 | $717,582 |
| RALPH LAUREN CORP CL A | $955,040 | $955,040 |
| RAYTHEON TECHNOLOGIES CORP | $678,755 | $678,755 |
| ROCKWELL AUTOMATION | $305,244 | $305,244 |
| SAREPTA THERAPEUTICS INC COM | $777,492 | $777,492 |
| SERVICENOW INC COM | $2,470,513 | $2,470,513 |
| SMARTSHEET INC CL A | $182,782 | $182,782 |
| SMUCKER J M CO COM NEW | $331,401 | $331,401 |
| SNOWFLAKE INC CL A | $887,525 | $887,525 |
| STANLEY BLACK & DECKER INC COM | $996,479 | $996,479 |
| STERIS PLC ORD | $324,952 | $324,952 |
| SVB FINANCIAL GROUP COMMON STOCK | $271,296 | $271,296 |
| SYNOPSYS INC COM | $232,155 | $232,155 |
| T-MOBILE US INC COM | $662,014 | $662,014 |
| TANDEM DIABETES CARE INC COM NEW COM | $292,009 | $292,009 |
| TERMINIX GLOBAL HLDGS INC COM | $239,267 | $239,267 |
| TORO CO COM | $342,691 | $342,691 |
| TRACTOR SUPPLY CO COM | $212,354 | $212,354 |
| TRADEWEB MKTS INC CL A | $326,456 | $326,456 |
| TWILIO INC CL A | $1,472,861 | $1,472,861 |
| UBER TECHNOLOGIES INC COM | $1,438,199 | $1,438,199 |
| ULTA BEAUTY INC COM STK | $185,553 | $185,553 |
| UNITEDHEALTH GROUP INC COM | $1,251,333 | $1,251,333 |
| US BANCORP | $979,942 | $979,942 |
| VALERO ENERGY CORP COM STK NEW | $397,557 | $397,557 |
| VEEVA SYS INC CL A COM | $242,706 | $242,706 |
| VERISK ANALYTICS INC COM | $208,144 | $208,144 |
| VERTIV HOLDINGS LLC COM | $379,594 | $379,594 |
| VISA INC COM CL A STK | $2,422,818 | $2,422,818 |
| WARNER MUSIC GROUP CORP CL A CL A | $804,487 | $804,487 |
| WATERS CORP COM | $473,202 | $473,202 |
| WELLS FARGO & CO NEW COM STK | $1,344,016 | $1,344,016 |
| WILLIS TOWERS WATSON PLC COM | $901,987 | $901,987 |
| WORKDAY INC CL A COM | $473,967 | $473,967 |
| ZENDESK INC COM | $286,276 | $286,276 |
| ZOETIS INC COM | $1,081,785 | $1,081,785 |
| ZSCALER INC COM | $408,089 | $408,089 |
| NTGI-QM COMMON DAILY ALL CTRY WORLD EX-US EQTY INDEX FD - LENDING | $24,909,653 | $24,909,653 |
| NTGI COM DAILY S&P500 EQTY INDEX-LENDING | $72,907,137 | $72,907,137 |
| DFA INVESTMENT DIMENSIONS GROUP INC US SMALL CAP | $17,667,301 | $17,667,301 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ARROWSTREET CAPITAL INTERNATIONAL ALLCAP EQUITY FUND | AT COST | $25,463,678 | $25,463,678 |
| BOYD WATTERSON GSA FUND LP | AT COST | $22,043,115 | $22,043,115 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OFFICE FURNITURE AND FIXTURES | CategoryOrItemTxt |
| Cost Or Other Basis | $538,095 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $97,478 | AccumulatedDepreciationAmt |
| Book Value | $440,617 | BookValueAmt |
| EOYFMV | $440,617 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $12,129 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,231 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INTEREST AND DIVIDENDS | $243,176 | $395,748 | $395,748 |
| PREPAID TAXES | $0 | $16,403 | $16,403 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFFERENCE ON INVESTMENTS | Desc |
| Amt | $2,724,849 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES | $36,438 | $5,956 | $30,482 |
| INSURANCE | $15,417 | $0 | $15,502 |
| UTILITIES | $6,307 | $0 | $6,307 |
| JANITOR | $6,500 | $0 | $6,500 |
| TELEPHONE | $4,984 | $0 | $4,984 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $12,372,464 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT COUNSELING | $708,588 | $708,588 | $0 |
| CUSTODIAL FEES | $61,782 | $61,782 | $0 |
| CONSULTING FEES | $112,554 | $112,554 | $0 |
| TRUSTEE EXPENSE | $1,492 | $1,492 | $0 |
| INVESTMENT EXPENSES | $261,030 | $261,030 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $458,597 | $0 | $0 |
| FOREIGN TAXES | $132,897 | $132,897 | $0 |