JOHN W ANDERSON FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JOHN W ANDERSON FOUNDATION (EIN 35-6070695)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-17
- IRS object ID
- 202141379349101114
- Schema version
- 2020v4.1
- 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
- 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 | 2021-05-17T12:05:38-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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-D | 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 | 2021-05-13 | 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 | 2021-05-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $313,387,162 | 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 | $2,854,070 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,854,070 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,780,678 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,780,678 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20,888,800 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $60,778,855 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,888,800 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $27,523,548 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $27,523,548 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $585,268 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $108,437 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $476,831 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $59,704 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $59,704 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $47,757 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $47,694 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $14,803 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $16,111 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $46,703 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $46,603 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $956,700 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $956,700 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $443,994 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $77,441 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $28,605 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $80,437 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $84,602 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $97,188 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,234 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $87,638 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,361,159 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,152,812 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $819,183 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $13,015,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,015,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $15,376,659 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,152,812 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,834,683 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $12,146,889 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $26,370,736 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,230,083 | CashBOYAmt |
| Cash EOY | $3,007,452 | CashEOYAmt |
| Cash EOYFMV | $3,007,452 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,504,610 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $915,412 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $915,412 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $6,862 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $7,516 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $7,516 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $183,521,320 | CorporateStockBOYAmt |
| Corporate Stock EOY | $196,267,986 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $196,267,986 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $53,654,290 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $67,252,923 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $67,252,923 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $35,066,568 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $45,205,517 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $45,205,517 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $538,095 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $50,915 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $131,562 | LandBOYAmt |
| Land EOY | $487,180 | LandEOYAmt |
| Land EOYFMV | $487,180 | LandEOYFMVAmt |
| Other Assets BOY | $451,017 | OtherAssetsBOYAmt |
| Other Assets EOY | $243,176 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $243,176 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $276,566,312 | TotalAssetsBOYAmt |
| Total Assets EOY | $313,387,162 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $313,387,162 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $74,832 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $106,786 | AccountsPayableEOYAmt |
| Grants Payable EOY | $1,000,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $74,832 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,106,786 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $276,491,480 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $312,280,376 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $276,491,480 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $312,280,376 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $276,566,312 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $313,387,162 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $276,491,480 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $12,146,889 | ExcessRevenueOverExpensesAmt |
| Other Increases | $25,153,460 | OtherIncreasesAmt |
| Subtotal | $313,791,829 | SubtotalAmt |
| Other Decreases | $1,511,453 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $312,280,376 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $59,779,395 | $39,890,055 | $19,889,340 | $19,889,340 |
| ARROW STREET INTERNATIONAL | P | $999,460 | $999,460 | $999,460 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,888,800 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $366,553 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $366,553 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $366,553 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $338,318 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $338,318 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $28,235 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 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-D | 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-D | VALPARAISO | IN | 46383 | VICE CHAIRMAN AND TRUSTEE | 20.00 | $149,367 | $0 | $0 |
| BRUCE W WARGO | ||||||||
| 1351 SILHAVY ROAD SUITE 200-D | VALPARAISO | IN | 46383 | CHAIRMAN AND TRUSTEE | 20.00 | $151,568 | $0 | $0 |
| CHARLES W CONOVER | ||||||||
| 1351 SILHAVY ROAD SUITE 200-D | VALPARAISO | IN | 46383 | TRUSTEE | 20.00 | $86,643 | $0 | $0 |
| CLYDE D COMPTON | ||||||||
| 1351 SILHAVY ROAD SUITE 200-D | VALPARAISO | IN | 46383 | SECRETARY, TRUSTEE | 20.00 | $124,265 | $0 | $0 |
| JOHN J DIEDERICH | ||||||||
| 1351 SILHAVY ROAD SUITE 200-D | VALPARAISO | IN | 46383 | TRUSTEE | 20.00 | $73,425 | $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 | $211,134 |
| BARROW HANLEY MEWHINNEY & STRAUSS | |||||
| 2200 ROSS AVE 31ST FLOOR | DALLAS | TX | 75201 | INVESTMENT COUNSELOR | $159,815 |
| CHAMPLAIN INVESTMENT PARTNERS | |||||
| 180 BATTERY ST 4TH FLOOR | BURLINGTON | VT | 05401 | INVESTMENT COUNSELOR | $118,158 |
| NORTHERN TRUST COMPANY | |||||
| 50 S LASALLE ST | CHICAGO | IL | 60675 | CUSTODIAL BANK | $118,092 |
| 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 | $267,701,188 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,810,705 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $487,180 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $271,999,073 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $271,999,073 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,079,986 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $267,919,087 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,395,954 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $13,395,954 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $366,553 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $366,553 | TotalTaxAmt |
| Distributable Before Adj | $13,029,401 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $13,029,401 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $13,029,401 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,834,683 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $12,834,683 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $12,834,683 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,029,401 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $12,554,412 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $12,834,683 | QualifyingDistributionsAmt |
| Applied To Year1 | $12,554,412 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $280,271 | 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 | $12,749,130 | 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-D | 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. STATEMENT OF BUDGET: FINANCIAL STATEMENTS 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 (249 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 | $45,000 | |
| AMERICAN DIABETES ASSOC INDIANA AREA | ||||||||
| 8604 ALLISONVILLE RD | INDIANAPOLIS | IN | 46250 | N/A | PC | OPERATING | $8,000 | |
| AMERICAN HEART ASSOCIATION MIDWEST AFFILIATE | ||||||||
| PO BOX 611 | HEBRON | IN | 46341 | N/A | PC | OPERATING | $20,000 | |
| AMERICAN RED CROSS OF NORTHWEST INDIANA | ||||||||
| 791 E 83RD AVE | MERRILLVILLE | IN | 46410 | N/A | PC | OPERATING | $65,000 | |
| AMERICAN RED CROSS OF NORTHWEST INDIANA | ||||||||
| 791 E 83RD AVE | MERRILLVILLE | IN | 46410 | N/A | PC | OPERATING | $5,000 | |
| ANDREAN HIGH SCHOOL | ||||||||
| 5959 BROADWAY | MERRILLVILLE | IN | 46410 | N/A | PC | EQUIPMENT | $10,000 | |
| ANSWER FOR PREGNANCY AID | ||||||||
| PO BOX 157 | HOBART | IN | 46342 | N/A | PC | OPERATING | $7,500 | |
| 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 | $7,500 | |
| 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 | OPERATING | $100,000 | |
| BEACHFRONT DANCE SCHOOL | ||||||||
| 427 S LAKE ST | GARY | IN | 46403 | N/A | PC | OPERATING | $7,000 | |
| 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 | $85,000 | |
| 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 | $4,002,000 | |
| BOYS & GIRLS CLUBS OF GREATER NORTHWEST INDIANA INC | ||||||||
| 3691 WILLOWCREEK RD | PORTAGE | IN | 46368 | N/A | PC | CAPITAL | $500,000 | |
| 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 | $100,000 | |
| 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 | $60,000 | |
| CATHOLIC CHARITIES DIOCESE OF GARY | ||||||||
| 176 S WEST ST | CROWN POINT | IN | 46307 | N/A | PC | OPERATING | $40,000 | |
| CEDAR LAKE MINISTRIES | ||||||||
| 1370 LAUERMAN ST | CEDAR LAKE | IN | 46303 | N/A | PC | SCHOLARSHIPS | $5,000 | |
| 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 | ||||||||
| C/O PURDUE UNIVERSITY NW | HAMMOND | IN | 46323 | N/A | PC | SCHOLARSHIP/CAPITAL | $15,000 | |
| CHASING DREAMS | ||||||||
| PO BOX 1513 | VALPARAISO | IN | 46384 | N/A | PC | OPERATING | $7,500 | |
| CHESTERTON HIGH SCHOOL | ||||||||
| 2125 S 11TH ST | CHESTERTON | IN | 46304 | N/A | PC | 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 | |
| CONCERT ASSOCIATION OF VALPARAISO | ||||||||
| PO BOX 1355 | VALPARAISO | IN | 46384 | N/A | PC | OPERATING | $3,000 | |
| 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 | $5,000 | |
| DUNEBROOK | ||||||||
| 7451 W JOHNSON RD | MICHIGAN CITY | IN | 46360 | N/A | PC | OPERATING | $15,000 | |
| 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 | $5,000 | |
| EXPONENT PHILANTHROPY | ||||||||
| 1720 N ST | WASHINGTON | DC | 20036 | N/A | PC | OPERATING | $4,000 | |
| FAITH COMMUNITY DEVELOPMENT CORP | ||||||||
| 201 E 5TH AVE | GARY | IN | 46402 | N/A | PC | OPERATING/CAPITAL | $20,000 | |
| 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 | $10,000 | |
| FIRST PRESBYTERIAN CHURCH | ||||||||
| 218 S COURT ST | CROWN POINT | IN | 46307 | N/A | PC | OPERATING | $20,000 | |
| FIRST TEE OF VALPARAISO | ||||||||
| 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/CAPITAL | $35,000 | |
| FOREST RIDGE ACADEMY INC | ||||||||
| 7300 FOREST RIDGE DR | SCHERERVILLE | IN | 46375 | N/A | PC | EQUIPMENT | $7,000 | |
| 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 | $5,000 | |
| GLENWOOD SCHOOL | ||||||||
| 18700 S HALSTED ST | GLENWOOD | IL | 60425 | N/A | PC | SCHOLARSHIP | $10,000 | |
| 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 | $25,000 | |
| 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 | $5,000 | |
| 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 | $10,000 | |
| HILLTOP NEIGHBORHOOD HOUSE INC | ||||||||
| 460 S COLLEGE AVE | VALPARAISO | IN | 46383 | N/A | PC | SCHOLARSHIP | $40,000 | |
| HOBART CITY SCHOOLS | ||||||||
| 32 EAST 7TH ST | HOBART | IN | 46342 | N/A | PC | OPERATING | $5,000 | |
| HOBART FAMILY YMCA INC | ||||||||
| 601 W 40TH PL | HOBART | IN | 46342 | N/A | PC | OPERATING | $287,000 | |
| 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 | $5,000 | |
| 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 COUNCIL FOR ECONOMIC EDUCATION | ||||||||
| 403 W STATE ST KRANNERT BLDG RM 607 | W LAFAYETTE | IN | 47907 | N/A | PC | OPERATING | $20,000 | |
| 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 FOUNDATION | ||||||||
| PO BOX 500 | BLOOMINGTON | IN | 47402 | N/A | PC | OPERATING | $10,000 | |
| 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 | $5,000 | |
| 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 | |
| JUNIOR ACHIEVEMENT SERVING LAPORTE COUNTY | ||||||||
| 613 FRANKLIN ST | MICHIGAN CITY | IN | 46360 | N/A | PC | OPERATING | $2,000 | |
| LAKE AREA UNITED WAY INC | ||||||||
| 221 W RIDGE RD | GRIFFITH | IN | 46319 | N/A | PC | OPERATING | $500,000 | |
| 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 | CRONW POINT | IN | 46307 | N/A | PC | OPERATING | $5,000 | |
| LAKESHORE COMMUNITY CONCERT ASSOCIATION | ||||||||
| PO BOX 9313 | HIGHLAND | IN | 46322 | N/A | PC | OPERATING | $1,000 | |
| LAKESHORE PUBLIC MEDIA | ||||||||
| 8625 INDIANA PL | MERRILLVILLE | IN | 46410 | N/A | PC | OPERATING/CAPITAL | $100,000 | |
| LEADERSHIP INSTITUTE AT PURDUE NORTHWEST | ||||||||
| 6100 SOUTHPORT RD | PORTAGE | IN | 46368 | NN | PC | OPERATING | $10,000 | |
| LEGACY FOUNDATION INC | ||||||||
| 370 E 84TH DR | MERRILLVILLE | IN | 46410 | N/A | PC | OPERATING | $50,000 | |
| LEGACY FOUNDATION INC | ||||||||
| 370 E 84TH DR | MERRILLVILLE | IN | 46410 | N/A | PC | OPERATING | $600,000 | |
| LEGACY FOUNDATION INC | ||||||||
| 370 E 84TH DR | MERRILLVILLE | IN | 46410 | N/A | PC | OPERATING | $25,000 | |
| 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 | |
| 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 | OPERATING | $15,000 | |
| 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 | $50,000 | |
| MEALS ON WHEELS OF NORTHWEST INDIANA | ||||||||
| 8446 VIRGINIA ST | MERRILLVILLE | IN | 46410 | N/A | PC | OPERATING | $75,000 | |
| MEMORIAL OPERA HOUSE FOUNDATION | ||||||||
| 104 INDIANA AVE | VALPARAISO | IN | 46383 | N/A | PC | OPERATING/CAPITAL | $20,000 | |
| 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 | $50,000 | |
| MILLER BEACH ARTS AND CREATIVE DISTRICT | ||||||||
| PO BOX 2405 | GARY | IN | 46403 | N/A | PC | OPERATING | $10,000 | |
| 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 | $10,000 | |
| MUSCULAR DYSTROPHY FAMILY FOUNDATION | ||||||||
| PO BOX 776 | CARMEL | IN | 46032 | N/A | PC | OPERATING | $5,000 | |
| NATIONAL CHILDREN'S CANCER SOCIETY | ||||||||
| 500 N BROADWAY | ST LOUIS | MO | 63102 | N/A | PC | OPERATING | $7,500 | |
| NEVILLE MINISTRIES INC | ||||||||
| 5757 MASSACHUSETTS ST | MERRILLVILLE | IN | 46410 | N/A | PC | OPERATING/EQUIPMENT | $5,000 | |
| NEW CREATION BUSINESS ADVOCATES | ||||||||
| 2102 CALUMET AVE | VALPARAISO | IN | 46383 | N/A | PC | OPERATING | $7,500 | |
| 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 | $30,000 | |
| 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 | |
| ONE REGION | ||||||||
| 601 W 45TH AVE | MUNSTER | IN | 46321 | N/A | PC | OPERATING | $10,000 | |
| OPPORTUNITY ENTERPRISES INC | ||||||||
| 2801 EVANS AVE | VALPARAISO | IN | 46383 | N/A | PC | OPERATING/CAPITAL | $125,000 | |
| 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 | $16,000 | |
| PINK RIBBON SOCIETY | ||||||||
| 303 E 89TH AVE | MERRILLVILLE | IN | 46410 | N/A | PC | OPERATING | $5,000 | |
| PLANNED PARENTHOOD OF INDIANA INC | ||||||||
| 200 S MERIDIAN ST STE 400 PO BOX | INDIANAPOLIS | IN | 46208 | N/A | PC | OPERATING | $15,000 | 397 |
| PORTAGE RESALE SHOP INC | ||||||||
| 6450 EVERGREEN AVE | PORTAGE | IN | 46368 | N/A | PC | OPERATING | $5,000 | |
| PORTAGE TOWNSHIP LIVE ENTERTAINMENT ASSOCIATION | ||||||||
| PO BOX 1111 | PORTAGE | IN | 46368 | N/A | PC | OPERATING | $1,500 | |
| PORTAGE TOWNSHIP YMCA | ||||||||
| 3100 WILLOWCREEK RD | PORTAGE | IN | 46368 | N/A | PC | OPERATING | $50,000 | |
| PORTER COUNTY AGING & COMMUNITY SERVICES INC | ||||||||
| 1005 CAMPBELL | VALPARAISO | IN | 46385 | N/A | PC | CAPITAL | $10,000 | |
| PORTER COUNTY ASSOCIATION FOR HANDICAPPED CHILDREN AND ADULTS INC | ||||||||
| 53 E ENGEL DR | VALPARAISO | IN | 46383 | N/A | PC | OPERATING | $2,000 | |
| PORTER COUNTY COMMUNITY FOUNDATION INC | ||||||||
| 1401 CALUMET AVE | VALPARAISO | IN | 46383 | N/A | PC | OPERATING | $25,000 | |
| PORTER COUNTY COMMUNITY FOUNDATION INC | ||||||||
| 1401 CALUMET AVE | VALPARAISO | IN | 46383 | N/A | PC | OPERATING | $25,000 | |
| 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 | |
| REBUILDING TOGETHER HEBRON | ||||||||
| PO BOX 825 | HEBRON | IN | 46341 | N/A | PC | OPERATING | $5,000 | |
| REBUILDING TOGETHER PORTAGE | ||||||||
| PO BOX 2511 | PORTAGE | IN | 46368 | N/A | PC | OPERATING | $5,000 | |
| REGIONAL MENTAL HEALTH CARE CENTER | ||||||||
| 8555 TAFT ST | MERRILLVILLE | IN | 46410 | N/A | PC | OPERATING | $7,500 | |
| 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 | $10,000 | |
| RILEY CHILDREN'S FOUNDATION | ||||||||
| 30 S MERIDIAN ST | INDIANAPOLIS | IN | 46204 | N/A | PC | OPERATING | $15,000 | |
| RONALD MCDONALD HOUSE CHARITIES OF CHICAGOLAND & NORTHWEST INDIANA | ||||||||
| 1301 W 22ND ST | OAK BROOK | IL | 60523 | N/A | PC | OPERATING | $10,000 | |
| RONALD MCDONALD HOUSE OF INDIANA INC | ||||||||
| 435 LIMESTONE | INDIANAPOLIS | IN | 46202 | N/A | PC | OPERATING | $20,000 | |
| ROYAL FAMILY KIDS | ||||||||
| C/O 352 S MAIN ST | CROWN POINT | IN | 46307 | N/A | PC | OPERATING | $3,000 | |
| SALVATION ARMY OF GARY-MERRILLVILLE | ||||||||
| 4800 HARRISON ST | GARY | IN | 46408 | N/A | PC | OPERATING | $50,000 | |
| 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 | $14,000 | |
| 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 | $15,000 | |
| 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 | $17,000 | |
| SOJOURNER TRUTH HOUSE | ||||||||
| 410 W 13TH AVE | GARY | IN | 46407 | N/A | PC | OPERATING | $25,000 | |
| 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 | EQUIPMENT | $15,000 | |
| ST JOSEPH'S CARMELITE HOME | ||||||||
| 4840 GRASSELLI AVE | EAST CHICAGO | IL | 46312 | N/A | PC | OPERATING | $15,000 | |
| 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 | $5,000 | |
| SUSAN B KOMEN BREAST CANCER FOUNDATION | ||||||||
| C/O NW INDIANA RALLY COMMITTEE | HOBART | IN | 46342 | N/A | PC | OPERATING | $2,000 | |
| THEATRE AT THE CENTER | ||||||||
| 1040 RIDGE RD | MUNSTER | IN | 46321 | N/A | PC | OPERATING | $7,500 | |
| TRADEWINDS REHABILITATION CENTER INC | ||||||||
| 3198 E 83RD PL | MERRILLVILLE | IN | 46410 | N/A | PC | OPERATING/CAPITAL | $125,000 | |
| 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 PORTER COUNTY INC | ||||||||
| 951 EASTPORT CENTRE DR | VALPARAISO | IN | 46383 | N/A | PC | OPERATING | $150,000 | |
| UNIVERSITY OF CHICAGO COMPREHENSIVE CANCER CENTER | ||||||||
| 5841 S MARYLAND AVE | CHICAGO | IL | 60637 | N/A | PC | OPERATING | $15,000 | |
| UNIVERSITY OF CHICAGO MEDICAL CENTER | ||||||||
| 5841 S MARYLAND AVE | CHICAGO | IL | 60637 | N/A | PC | OPERATING | $20,000 | |
| VALPARAISO COMMUNITY SCHOOLS | ||||||||
| 4106 CALUMET AVE | VALPARAISO | IN | 46383 | N/A | PC | 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 FOUNDATION | ||||||||
| 3210 CAMPBELL ST | VALPARAISO | IN | 46385 | N/A | PC | OPERATING/CAPITAL | $10,000 | |
| VALPARAISO UNIVERSITY | ||||||||
| 1700 CHAPEL DR | VALPARAISO | IN | 46383 | N/A | PC | CAPITAL | $100,000 | |
| VALPARAISO UNIVERSITY | ||||||||
| 1700 CHAPEL DR | VALPARAISO | IN | 46383 | N/A | PC | SCHOLARSHIP | $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 | $2,000 | |
| WEST SIDE HIGH SCHOOL THEATRE GUILD | ||||||||
| 900 GERRY ST | GARY | IN | 46406 | N/A | PC | 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 | |
| YOUTH FAMILY COMMUNITY RENEWAL | ||||||||
| PO BOX 64541 | GARY | IN | 46401 | N/A | PC | OPERATING | $10,000 | |
| 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 | $25,000 | |
| 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 | $12,015,500 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF PORTER COUNTY INC | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 951 EASTPORT CENTRE DR | AddressLine1Txt |
| City | VALPARAISO | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46383 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | OPERATING | GrantOrContributionPurposeTxt |
| Amt | $1,000,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,000,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,854,070 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,780,678 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $20,888,800 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $27,523,548 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $27,523,548 | 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 | $46,703 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $46,603 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JPMORGAN CORE BOND TRUST FUND | $48,945,351 | $48,945,351 |
| PIMCO FDS PAC INVT MGMT SER FOR FUTURE I INC FD INSTL CL PDIIX | $18,307,572 | $18,307,572 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (134 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ATLASSIAN CORPORATION PLC COM | $711,199 | $711,199 |
| FIVERR INTERNATIONAL LTD COM | $571,253 | $571,253 |
| COCA-COLA EUROPEAN PARTNERS PLC ORD | $858,571 | $858,571 |
| ADR SEA LTD ADR | $3,406,542 | $3,406,542 |
| CLARIVATE PLC | $371,226 | $371,226 |
| ADOBE SYS INC COM | $1,565,376 | $1,565,376 |
| ADVANCE AUTO PTS INC COM | $1,537,140 | $1,537,140 |
| AECOM | $517,762 | $517,762 |
| AIRBNB INC CL A COM | $486,789 | $486,789 |
| ALIGN TECHNOLOGY INC COM | $1,692,382 | $1,692,382 |
| AMAZON COM INC COM | $2,224,483 | $2,224,483 |
| AMERICAN EXPRESS CO | $536,115 | $536,115 |
| AMERICAN INTERNATIONAL GROUP INC COM | $1,274,708 | $1,274,708 |
| AMETEK INC NEW COM | $555,115 | $555,115 |
| ANTHEM INC COM | $847,678 | $847,678 |
| APTARGROUP INC COM | $344,278 | $344,278 |
| ARAMARK COM | $1,418,642 | $1,418,642 |
| ASANA INC CL A | $108,744 | $108,744 |
| BIO RAD LABS INC CL A | $212,773 | $212,773 |
| BIO-TECHNE CORP COM | $388,999 | $388,999 |
| BROADCOM INC COM | $1,230,359 | $1,230,359 |
| CAMPBELL SOUP CO COM | $180,346 | $180,346 |
| CANTEL MEDICAL CORP COM | $245,255 | $245,255 |
| CATALENT INC COM | $247,687 | $247,687 |
| CHARTER COMMUNICATIONS INC NEW CL A | $1,095,527 | $1,095,527 |
| CHEVRON CORP COM | $591,150 | $591,150 |
| CHUBB LTD ORD CHF | $1,073,592 | $1,073,592 |
| CHURCH & DWIGHT INC COM | $135,207 | $135,207 |
| CITIGROUP INC COM NEW | $608,954 | $608,954 |
| COGNIZANT TECH SOLUTIONS CORP CL A | $1,027,899 | $1,027,899 |
| COMCAST CORP NEW-CL A | $1,018,708 | $1,018,708 |
| COOPER COS INC COM NEW | $323,355 | $323,355 |
| CORTEVA INC COM | $1,165,975 | $1,165,975 |
| COSTAR GROUP INC COM | $1,150,729 | $1,150,729 |
| COUPA SOFTWARE INC COM | $493,114 | $493,114 |
| CULLEN / FROST BANKERS INC COM | $225,053 | $225,053 |
| CVS HEALTH CORP COM | $912,693 | $912,693 |
| DEERE & CO COM | $1,188,663 | $1,188,663 |
| DENTSPLY SIRONA INC COM | $395,318 | $395,318 |
| DEXCOM INC COM | $432,203 | $432,203 |
| DOLLAR GEN CORP NEW COM | $406,510 | $406,510 |
| DOORDASH INC CL A COM | $416,259 | $416,259 |
| DUPONT DE NEMOURS INC COMMON STOCK | $762,441 | $762,441 |
| EDISON INTL COM | $365,487 | $365,487 |
| EDWARDS LIFESCIENCES CORP COM | $1,084,360 | $1,084,360 |
| ENVISTA HLDGS CORP COM | $132,896 | $132,896 |
| EVEREST RE GROUP COM | $462,328 | $462,328 |
| EXELON CORP COM | $793,483 | $793,483 |
| FACEBOOK INC COM CL 'A' | $1,469,601 | $1,469,601 |
| FLIR SYS INC COM | $403,806 | $403,806 |
| FLOOR & DECOR HLDGS INC CL A CL A | $875,018 | $875,018 |
| FORTIVE CORP COM MON STOCK | $563,019 | $563,019 |
| GALLAGHER ARTHUR J & CO COM | $507,211 | $507,211 |
| GENERAC HLDGS INC COM STK | $184,202 | $184,202 |
| GENERAL DYNAMICS CORP COM | $701,835 | $701,835 |
| GOLDMAN SACHS GROUP INC COM | $1,018,448 | $1,018,448 |
| GROCERY OUTLET HLDG CORP COM | $557,821 | $557,821 |
| HERSHEY COMPANY COM STK | $411,291 | $411,291 |
| HESS CORP COM STK | $400,148 | $400,148 |
| HUNT J B TRANS SVCS INC COM | $919,791 | $919,791 |
| IDEX CORP COM | $241,032 | $241,032 |
| ILLUMINA INC COM | $813,260 | $813,260 |
| INTEGRA LIFESCIENCES HLDG CORP COM DESP | $438,210 | $438,210 |
| INTL FLAVORS & FRAGRANCES INC COM | $423,823 | $423,823 |
| INTUIT COM | $1,328,715 | $1,328,715 |
| JACOBS ENGR GROUP INC COM | $297,897 | $297,897 |
| JPMORGAN CHASE & CO COM | $908,551 | $908,551 |
| LAMB WESTON HLDGS INC COM USD5 | $418,109 | $418,109 |
| LANCASTER COLONY CORP COM | $93,702 | $93,702 |
| LENNAR CORP CL A | $912,930 | $912,930 |
| LOWES COS INC COM | $1,131,435 | $1,131,435 |
| MASIMO CORP COM STK | $295,218 | $295,218 |
| MATCH GROUP INC NEW COM | $2,053,765 | $2,053,765 |
| MEDALLIA INC COM | $379,705 | $379,705 |
| MEDTRONIC PLC COMMON STOCK | $1,086,474 | $1,086,474 |
| MGM GROWTH PPTYS LLC CL A COM | $762,374 | $762,374 |
| MIRATI THERAPEUTICS INC COM | $133,980 | $133,980 |
| MOLSON COORS BEVERAGE COMPANY COM CL B | $191,606 | $191,606 |
| NETFLIX INC COM STK | $2,783,137 | $2,783,137 |
| NEW RELIC INC COM | $191,622 | $191,622 |
| NEW YORK CMNTY BANCORP INC COM | $514,819 | $514,819 |
| NORDSON CORP COM | $158,751 | $158,751 |
| NORTHERN TR CORP COM | $804,264 | $804,264 |
| OKTA INC CL A | $249,175 | $249,175 |
| ORACLE CORP COM | $346,156 | $346,156 |
| PALO ALTO NETWORKS INC COM | $362,498 | $362,498 |
| PHILLIPS 66 COM | $1,004,548 | $1,004,548 |
| PLANET FITNESS INC CL A | $37,651 | $37,651 |
| PROOFPOINT INC COM | $238,718 | $238,718 |
| PROSPERITY BANCSHARES INC COM | $206,693 | $206,693 |
| PURE STORAGE INC CL A | $409,806 | $409,806 |
| Q2 HLDGS INC COM | $127,795 | $127,795 |
| QUALCOMM INC COM | $807,097 | $807,097 |
| QUANTA SVCS INC COM | $433,560 | $433,560 |
| RAYTHEON TECHNOLOGIES CORP | $886,652 | $886,652 |
| ROCKWELL AUTOMATION | $242,032 | $242,032 |
| SAREPTA THERAPEUTICS INC COM | $261,361 | $261,361 |
| SERVICENOW INC COM | $2,617,845 | $2,617,845 |
| SMARTSHEET INC CL A | $340,214 | $340,214 |
| SMUCKER J M CO COM NEW | $393,040 | $393,040 |
| SNOWFLAKE INC CL A CL A | $386,362 | $386,362 |
| SPLUNK INC COMSTK COM | $294,759 | $294,759 |
| SQUARE INC CL A CL A | $2,701,130 | $2,701,130 |
| STANLEY BLACK & DECKER INC COM | $1,061,718 | $1,061,718 |
| SVB FINANCIAL GROUP COMMON STOCK | $263,724 | $263,724 |
| SYNOPSYS INC COM | $152,952 | $152,952 |
| TERMINIX GLOBAL HLDGS INC COM | $172,414 | $172,414 |
| TEXAS INSTRUMENTS INC COM | $877,275 | $877,275 |
| TORO CO COM | $331,940 | $331,940 |
| TRACTOR SUPPLY CO COM | $400,653 | $400,653 |
| TRADEWEB MKTS INC CL A CL A | $344,100 | $344,100 |
| TREEHOUSE FOODS INC COM | $192,267 | $192,267 |
| TWILIO INC CL A CL A | $1,551,684 | $1,551,684 |
| UBER TECHNOLOGIES INC COM | $1,974,567 | $1,974,567 |
| ULTA BEAUTY INC COM STK | $559,962 | $559,962 |
| UNITEDHEALTH GROUP INC COM | $833,216 | $833,216 |
| US BANCORP | $1,041,287 | $1,041,287 |
| VALERO ENERGY CORP COM STK NEW | $281,040 | $281,040 |
| VEEVA SYS INC CL A COM | $304,920 | $304,920 |
| VISA INC COM CL A STK | $2,654,507 | $2,654,507 |
| WABTEC CORP COM | $716,262 | $716,262 |
| WARNER MUSIC GROUP CORP CL A | $948,610 | $948,610 |
| WATERS CORP COM | $346,388 | $346,388 |
| WELLS FARGO & CO NEW COM STK | $808,673 | $808,673 |
| WEST PHARMACEUTICAL SVCS INC COM | $152,987 | $152,987 |
| WILLIS TOWERS WATSON PLC COM | $499,522 | $499,522 |
| WORKDAY INC CL A COM | $605,015 | $605,015 |
| ZENDESK INC COM | $195,359 | $195,359 |
| ZILLOW GROUP INC COM CLASS C | $1,008,286 | $1,008,286 |
| ZOETIS INC COM CL 'A' | $1,158,500 | $1,158,500 |
| ZSCALER INC COM | $343,501 | $343,501 |
| NTGI-QM COMMON DAILY ALL CTRY WORLD EX-US EQTY INDEX FD - LENDING | $23,107,570 | $23,107,570 |
| NTGI COM DAILY S&P500 EQTY INDEX-LENDING | $63,687,040 | $63,687,040 |
| DFA INVESTMENT DIMENSIONS GROUP INC US SMALL CAP | $15,174,059 | $15,174,059 |
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 | $26,006,696 | $26,006,696 |
| BOYD WATTERSON GSA FUND LP | AT COST | $19,198,821 | $19,198,821 |
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 | $50,915 | AccumulatedDepreciationAmt |
| Book Value | $487,180 | BookValueAmt |
| EOYFMV | $487,180 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $14,803 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $16,111 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INTEREST AND DIVIDENDS | $402,699 | $243,176 | $243,176 |
| PREPAID TAXES | $48,318 | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFFERENCE ON INVESTMENTS | Desc |
| Amt | $1,511,453 | 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 | $66,108 | $10,234 | $55,904 |
| INSURANCE | $14,470 | $0 | $15,124 |
| UTILITIES | $5,623 | $0 | $5,623 |
| JANITOR | $6,275 | $0 | $6,275 |
| TELEPHONE | $4,712 | $0 | $4,712 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $25,153,460 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT COUNSELING | $600,517 | $600,517 | $0 |
| CUSTODIAL FEES | $67,467 | $67,467 | $0 |
| CONSULTING FEES | $95,721 | $95,721 | $0 |
| TRUSTEE EXPENSE | $2,000 | $2,000 | $0 |
| INVESTMENT EXPENSES | $190,995 | $190,995 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $366,553 | $0 | $0 |
| FOREIGN TAXES | $77,441 | $77,441 | $0 |