RICHARD M FAIRBANKS FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- RICHARD M FAIRBANKS FOUNDATION INC (EIN 31-1189885)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-13
- IRS object ID
- 202143179349100719
- Schema version
- 2020v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-13T12:30:28-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3815 River Crossing Parkway Suite 3 | AddressLine1Txt |
| Address Line2 | 00 | AddressLine2Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 462400977 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311189885 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Richard M Fairbanks Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RICH | BusinessNameControlTxt |
| Phone | 3178467111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 N Pennsylvania St Ste 2500 | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kevin Kessinger | PersonNm |
| Person Title | Treasurer and CFO | PersonTitleTxt |
| Signature | 2021-11-13 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Kevin | PersonFirstNm |
| Person Last | Kessinger | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Nicole Bencik | PreparerPersonNm |
| PTIN | P00756195 | PTIN |
| Phone | 3175698989 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 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 | $343,052,565 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $356,091 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $346,535 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,590,844 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,538,329 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,323,225 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $57,979,873 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,385,075 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $1,512,575 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,263,936 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $13,782,735 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,533,875 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $788,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $161,400 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $626,600 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $771,616 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $4,652 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $766,964 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $410,922 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $51,874 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $359,049 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $31,898 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,785 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $27,113 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $91,103 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $54,662 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $36,441 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $757,283 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $757,283 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $252,684 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $244,583 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $265,235 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $174,380 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $803,227 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $594,896 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $161,370 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $24,205 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $137,165 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $27,357 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $4,104 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $23,253 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,863,412 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,442,699 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,104,283 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,224,107 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,519,523 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,080,868 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,248,896 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,248,896 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $21,473,003 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,519,523 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $15,329,764 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,690,268 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,014,352 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $121,670 | CashBOYAmt |
| Cash EOY | $100,429 | CashEOYAmt |
| Cash EOYFMV | $100,429 | CashEOYFMVAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $21,351 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $10,674 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $10,674 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $20,861,872 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $22,234,905 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $22,234,905 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $7,222,457 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,159,380 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,159,380 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $294,124,847 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $313,351,599 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $313,351,599 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $586,370 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $390,792 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $269,747 | LandBOYAmt |
| Land EOY | $195,578 | LandEOYAmt |
| Land EOYFMV | $195,578 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $322,621,944 | TotalAssetsBOYAmt |
| Total Assets EOY | $343,052,565 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $343,052,565 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Retained Earning BOY | $322,621,944 | RetainedEarningBOYAmt |
| Retained Earning EOY | $343,052,565 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $322,621,944 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $343,052,565 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $322,621,944 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $343,052,565 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $322,621,944 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,690,268 | ExcessRevenueOverExpensesAmt |
| Other Increases | $28,120,889 | OtherIncreasesAmt |
| Subtotal | $343,052,565 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $343,052,565 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| GAIN/LOSS OF PUBLICLY TRADED SECURITIES | P | $1,179,281 | $1,179,281 | $0 | $1,179,281 |
| GAIN/LOSS FROM PASS-THROUGH INVESTMENTS | P | $8,205,794 | $8,205,794 | $0 | $8,205,794 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,385,075 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $111,399 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $111,399 | SubtotalAmt |
| Tax Based On Investment Income | $111,399 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $337,940 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $100,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $437,940 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $326,541 | OverpaymentAmt |
| Applied To ES Tax | $326,541 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | HI | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | LA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.rmff.org | WebsiteAddressTxt |
| Individual With Books | Kevin Kessinger | IndividualWithBooksNm |
| Phone | 3178467111 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 N Pennsylvania St Ste 2500 | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BRYAN A MILLS | ||||||||
| 211 N Pennsylvania St Ste 2500 | Indianapolis | IN | 46204 | DIRECTOR | 1.000 | $0 | $0 | $0 |
| CHRISTOPHER M CALLAHAN | ||||||||
| 211 N Pennsylvania St Ste 2500 | Indianapolis | IN | 46204 | DIRECTOR | 1.000 | $0 | $0 | $0 |
| DANIEL C APPEL | ||||||||
| 211 N Pennsylvania St Ste 2500 | Indianapolis | IN | 46204 | CHAIRMAN | 1.000 | $0 | $0 | $0 |
| ELIZABETH F MANN | ||||||||
| 211 N Pennsylvania St Ste 2500 | Indianapolis | IN | 46204 | DIRECTOR | 1.000 | $0 | $0 | $870 |
| JEFFREY HARRISON | ||||||||
| 211 N Pennsylvania St Ste 2500 | Indianapolis | IN | 46204 | DIRECTOR | 1.000 | $0 | $0 | $0 |
| JONATHAN B FAIRBANKS | ||||||||
| 211 N Pennsylvania St Ste 2500 | Indianapolis | IN | 46204 | DIRECTOR | 1.000 | $0 | $0 | $631 |
| LEONARD J BETLEY | ||||||||
| 211 N Pennsylvania St Ste 2500 | Indianapolis | IN | 46204 | DIRECTOR | 1.000 | $0 | $0 | $184 |
| MARILEE J SPRINGER | ||||||||
| 211 N Pennsylvania St Ste 2500 | Indianapolis | IN | 46204 | DIRECTOR | 1.000 | $0 | $0 | $0 |
| THOMAS H RISTINE | ||||||||
| 211 N Pennsylvania St Ste 2500 | Indianapolis | IN | 46204 | DIRECTOR | 1.000 | $0 | $0 | $0 |
| CLAIRE FIDDIAN-GREEN | ||||||||
| 211 N Pennsylvania St Ste 2500 | Indianapolis | IN | 46204 | CEO | 40.000 | $357,110 | $50,581 | $1,716 |
| ELLEN QUIGLEY | ||||||||
| 211 N Pennsylvania St Ste 2500 | Indianapolis | IN | 46204 | VP OF PROGRAMS | 40.000 | $220,671 | $17,520 | $1,452 |
| KEVIN KESSINGER | ||||||||
| 211 N Pennsylvania St Ste 2500 | Indianapolis | IN | 46204 | CFO | 40.000 | $205,656 | $46,354 | $4,320 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID BEAR | ||||||||
| 211 N Pennsylvania St Ste 2500 | Indianapolis | IN | 46204 | DIR OF COMMUN. | 40.000 | $122,343 | $37,423 | $288 |
| EMI WHITESELL | ||||||||
| 211 N Pennsylvania St Ste 2500 | Indianapolis | IN | 46204 | DIR of Learning/Eval | 40.000 | $132,858 | $35,235 | $600 |
| KATHRYN NIELSEN | ||||||||
| 211 N Pennsylvania St Ste 2500 | Indianapolis | IN | 46204 | SR PROGRAM OFFICER | 40.000 | $92,652 | $24,189 | $0 |
| SARAH HAWKINS | ||||||||
| 211 N Pennsylvania St Ste 2500 | Indianapolis | IN | 46204 | SR PROGRAM OFFICER | 40.000 | $99,016 | $36,953 | $1,241 |
| SUSAN LUSE | ||||||||
| 211 N Pennsylvania St Ste 2500 | Indianapolis | IN | 46204 | PROGRAM ADMIN | 32.000 | $86,604 | $40,677 | $600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 10 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Cambridge Associates | |||||
| 125 High Street | Boston | MA | 021102112 | Investment management services | $423,207 |
| RTI INTERNATIONAL | |||||
| 3040 CORNWALLIS ROAD | RESEARCH TRIANGLE PARK | NC | 27709 | PROVIDES RESEARCH, DEVELOPMENT AND TECHNICAL SERVICES | $255,788 |
| Education Development Center | |||||
| 43 foundry Ave | Waltham | MA | 02453 | PROGRAM EVALUATION | $174,150 |
| VOX GLOBAL LLC | |||||
| 350 MASSACHUSETTS AVE SUITE 300 | INDIANAPOLIS | IN | 46204 | COMMUNICATION SERVICES | $173,987 |
| UNIVERSITY OF WASHINGTON | |||||
| 12455 COLLECTIONS DR | CHICAGO | IL | 60693 | GRANT AND CONTRACTING ACCOUNTING - EVALUATION GRANTS | $111,178 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 1 | 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 | $63,982,660 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $313,978 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $275,436,689 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $339,733,327 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $339,733,327 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,096,000 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $334,637,327 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,731,866 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $16,731,866 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $111,399 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $0 | IncomeTaxAmt |
| Total Tax | $111,399 | TotalTaxAmt |
| Distributable Before Adj | $16,620,467 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $16,620,467 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $16,620,467 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $15,329,764 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $15,329,764 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $15,329,764 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $16,620,467 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $8,642,753 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $15,329,764 | QualifyingDistributionsAmt |
| Applied To Year1 | $8,642,753 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,687,011 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $9,933,456 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (147 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A Children's Habitat | ||||||||
| 801 W 73rd Street | Indianapolis | IN | 46260 | NONE | PC | Matching Grant | $250 | |
| ACLU of Indiana Foundation | ||||||||
| 1031 E Washington Street | Indianapolis | IN | 46202 | NONE | PC | Matching Grant | $3,000 | |
| American Cabaret Theatre | ||||||||
| 924 N Pennsylvania Street | Indianapolis | IN | 46204 | NONE | PC | Matching Grant | $1,000 | |
| American Cabaret Theatre | ||||||||
| 924 N Pennsylvania Street | Indianapolis | IN | 46204 | NONE | PC | Matching Grant | $1,000 | |
| American Cabaret Theatre | ||||||||
| 924 N Pennsylvania Street | Indianapolis | IN | 46204 | NONE | PC | Matching Grant | $1,000 | |
| Beech Grove City Schools | ||||||||
| 5334 Hornet Ave | Beech Grove | IN | 46107 | NONE | GOV | Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 | $14,374 | |
| Benjamin Harrison Presidential Site | ||||||||
| 1230 N Delaware Street | Indianapolis | IN | 46202 | NONE | PC | Matching Grant | $3,000 | |
| Bishop Chatard | ||||||||
| 5885 Crittenden Avenue | Indianapolis | IN | 46220 | NONE | PC | Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 | $32,390 | |
| Booth Tarkington Civic Theatre | ||||||||
| 3 Center Green Suite 300 | Carmel | IN | 46032 | NONE | PC | Matching Grant | $7,500 | |
| Brebeuf Jesuit Preparatory School | ||||||||
| 2801 W 86th Street | Indianapolis | IN | 46268 | NONE | PC | Matching Grant | $1,000 | |
| Brown University | ||||||||
| PO Box 1877 | Providence | RI | 02912 | NONE | PC | Matching Grant | $250 | |
| Butler University | ||||||||
| 4600 Sunset Avenue | Indianapolis | IN | 462083485 | NONE | PC | Expansion of Sciences Capital Project | $1,000,000 | |
| Campus Crusade for Christ Inc | ||||||||
| 100 Lake Hart Drive 2400 | Orlando | FL | 32832 | NONE | PC | Matching Grant | $600 | |
| Candid | ||||||||
| 4801 Courthouse Street Suite 220 | Williamsburg | VA | 23188 | NONE | PC | 2020 Annual Membership | $5,000 | |
| Cardinal Ritter High School | ||||||||
| Attn Jo Hoy President 3360 West 30t | Indianapolis | IN | 46222 | NONE | PC | Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 | $38,505 | h Street |
| Caroline Symmes Cancer Endowment | ||||||||
| 12441 Creekwood Lane | Carmel | IN | 46032 | NONE | PC | Matching Grant | $3,000 | |
| Center for Leadership Development | ||||||||
| 2425 Dr Martin Luther King Jr Stree | Indianapolis | IN | 46208 | NONE | PC | Matching Grant | $30,000 | t |
| Central Indiana Corporate Partnership Foundation | ||||||||
| 1210 Waterway Blvd Suite 5000 | Indianapolis | IN | 46202 | NONE | SO I | 2020 Annual Membership | $16,500 | |
| Central Indiana Corporate Partnership Foundation | ||||||||
| 1210 Waterway Blvd Suite 5000 | Indianapolis | IN | 46202 | NONE | SO I | General Operating Support for BioCrossroads | $750,000 | |
| Central Indiana Corporate Partnership Foundation | ||||||||
| 1210 Waterway Blvd Suite 5000 | Indianapolis | IN | 46077 | NONE | SO I | Marion County eLearning Network Pilot Project | $500,000 | |
| Central Indiana Land Trust | ||||||||
| 1500 N Delaware Street | Indianapolis | IN | 46202 | NONE | PC | Matching Grant | $30,000 | |
| Chiefs for Change | ||||||||
| 1455 Pennsylvania Avenue NW Suite40 | Washington | DC | 20004 | NONE | PC | Advisory support for Indiana Secretary of Education | $47,200 | 0-311 |
| CMF International | ||||||||
| PO Box 501020 5525 E 82nd Street | Indianapolis | IN | 46250 | NONE | PC | Matching Grant | $15,000 | |
| Cold Spring School | ||||||||
| 3650 Cold Spring Road | Indianapolis | IN | 46222 | NONE | PC | Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 | $38,150 | |
| Compassion & Choices | ||||||||
| PO Box 485 | Etna | NH | 037500485 | NONE | PC | Matching Grant | $300 | |
| Crown Hill Heritage Foundation | ||||||||
| 700 West 38th Street | Indianapolis | IN | 46208 | NONE | PC | Family Legacy Grant designated for historic preservation and education programs | $25,000 | |
| Fresh Arts Coalition | ||||||||
| 200 West Loop South Suite 2110 PO B | Houston | TX | 77027 | NONE | PC | Matching Grant | $7,500 | ox 66494 |
| Early Learning Indiana | ||||||||
| 1776 N Meridian Street Suite A | Indianapolis | IN | 46202 | NONE | PC | Early Childhood Education Talent Pipeline Model | $319,700 | |
| Economic Club of Indiana | ||||||||
| 1630 N Meridian Street | Indianapolis | IN | 46202 | NONE | PC | Sponsorship 2020-2021 | $8,800 | |
| EdChoice | ||||||||
| 111 Monument Circle Suite 2650 | Indianapolis | IN | 46204 | NONE | PC | General Operating Support for Model State Initiative | $200,000 | |
| Edison School of the Arts | ||||||||
| 777 S White River Parkway W Dr | Indianapolis | IN | 46221 | NONE | PC | Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 | $1,999 | |
| Eiteljorg Museum of American Indians & Western Art | ||||||||
| 500 W Washington Street | Indianapolis | IN | 46204 | NONE | PC | Matching Grant | $3,750 | |
| Eskenazi Health Foundation Inc | ||||||||
| 720 Eskenazi Avenue Fifth Third Bui | Indianapolis | IN | 46202 | NONE | PC | Matching Grant | $3,000 | lding |
| Eskenazi Health Foundation Inc | ||||||||
| 720 Eskenazi Avenue Fifth Third Bui | Indianapolis | IN | 46202 | NONE | PC | Matching Grant | $10,005 | lding |
| Eskenazi Health Foundation Inc | ||||||||
| 720 Eskenazi Avenue Fifth Third Bui | Indianapolis | IN | 46202 | NONE | PC | Matching Grant | $3,000 | lding |
| Fairbanks Hospital | ||||||||
| 8102 Clearvista Parkway | Indianapolis | IN | 46256 | NONE | PC | Donation for Circle of Hope Dinner | $300 | |
| Footlite Musicals | ||||||||
| 1847 N Alabama Street | Indianapolis | IN | 46202 | NONE | PC | Matching Grant | $100 | |
| Franklin Township Community School Corporation | ||||||||
| 6141 S Franklin Rd | Indianapolis | IN | 46259 | NONE | GOV | Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 | $63,358 | |
| Friends of Holliday Park | ||||||||
| 6363 Spring Mill Road | Indianapolis | IN | 46260 | NONE | PC | Matching Grant | $750 | |
| Friends of Holliday Park | ||||||||
| 6363 Spring Mill Road | Indianapolis | IN | 46260 | NONE | PC | Matching Grant | $250 | |
| Global Preparatory Academy | ||||||||
| 2033 Sugar Grove Ave | Indianapolis | IN | 46203 | NONE | PC | Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 | $5,196 | |
| Gold Glove Charities Inc | ||||||||
| 509 S 137th Street | Bonner Springs | KS | 66012 | NONE | PC | Matching Grant | $100 | |
| Governor's Workforce Cabinet | ||||||||
| 200 W Washington Street | Indianapolis | IN | 46204 | NONE | GOV | Next Level Talent Campaign | $295,500 | |
| Grantmakers In Health | ||||||||
| 1100 Connecticut Avenue NW Suite 12 | Washington | DC | 20036 | NONE | PC | 2020 Annual Membership | $6,000 | 00 |
| Greater Indianapolis Progress Committee | ||||||||
| 200 East Washington Street City-Cou | Indianapolis | IN | 46204 | NONE | PC | 2020 Annual Membership | $2,200 | nty Building Suite 1901 |
| Greater Indianapolis Progress Committee | ||||||||
| 200 East Washington Street City-Cou | Indianapolis | IN | 46204 | NONE | PC | Indianapolis eLearning Fund | $500,000 | nty Building Suite 1901 |
| Greater Indianapolis Progress Committee | ||||||||
| 200 East Washington Street City-Cou | Indianapolis | IN | 46204 | NONE | PC | Matching Grant | $1,000 | nty Building Suite 1901 |
| Greater Lafayette Young Life | ||||||||
| 3601 Sagamore Pkwy N Suite A | Lafayette | IN | 47904 | NONE | PC | Matching Grant | $100 | |
| Health & Hospital Corporation of Marion County | ||||||||
| 3838 North Rural | Indianapolis | IN | 462052930 | NONE | GOV | Marion County Public Health Department Safe Syringe Access & Support | $750,184 | |
| Heritage Christian School | ||||||||
| 6401 E 75th Street | Indianapolis | IN | 46250 | NONE | PC | Refund for Prevention Matters Substance Use Prevention Initiative for Marion County Schools - Planning Grant | -$7,822 | |
| Historic Landmarks Foundation of Indiana | ||||||||
| 1201 Central Avenue | Indianapolis | IN | 46202 | NONE | PC | Family Legacy grant designated for general operating support | $50,000 | |
| IDEA Public Schools | ||||||||
| 2115 W Pike Blvd | Weslaco | TX | 78596 | NONE | PC | Matching Grant | $12,500 | |
| Ignite Achievement Academy | ||||||||
| 1002 W 25th Street | Indianapolis | IN | 46208 | NONE | PC | Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 2 | $10,500 | |
| Indiana Broadcasters Foundation Inc | ||||||||
| PO Box 902 | Carmel | IN | 46082 | NONE | PC | Support for Hall of Fame dinner and video | $5,000 | |
| Indiana Coalition to End Sexual Assault | ||||||||
| 9245 N Meridian Street Suite 227 | Indianapolis | IN | 46260 | NONE | PC | Matching Grant | $750 | |
| Indiana Humanities Council | ||||||||
| 1500 N Delaware Street | Indianapolis | IN | 46202 | NONE | PC | Matching Grant | $3,000 | |
| Indiana Philanthropy Alliance | ||||||||
| 32 E Washington Street Suite 1100 | Indianapolis | IN | 462043583 | NONE | PC | 2020 Annual Membership & Leadership Circle gift | $18,750 | |
| Indiana Repertory Theatre | ||||||||
| 140 West Washington Street | Indianapolis | IN | 46202 | NONE | PC | Matching Grant | $4,500 | |
| Indiana Repertory Theatre | ||||||||
| 140 West Washington Street | Indianapolis | IN | 46202 | NONE | PC | Matching Grant | $900 | |
| Indiana University Foundation | ||||||||
| PO Box 500 | Bloomington | IN | 474020500 | NONE | PC | Matching Grant | $1,500 | |
| Indiana University Foundation | ||||||||
| PO Box 500 | Bloomington | IN | 474020500 | NONE | PC | Matching Grant | $1,500 | |
| Indiana University Health Foundation | ||||||||
| 1633 N Capitol Avenue Suite 1200 | Indianapolis | IN | 46202 | NONE | SO I | Charles Warren Fairbanks Center for Medical Ehtics | $100,000 | |
| Indiana University Health Foundation | ||||||||
| 1633 N Capitol Avenue Suite 1200 | Indianapolis | IN | 46202 | NONE | SO I | Virtual Peer Recovery Coach Expansion in Partnership with Indiana Department of Child Services | $394,085 | |
| Indianapolis Chamber of Commerce Foundation | ||||||||
| 111 Monument Circle Suite 1950 | Indianapolis | IN | 46204 | NONE | SO I | Enterprise Efficiency Plan for Indianapolis Public Schools | $250,000 | |
| Indianapolis Public Schools | ||||||||
| 120 East Walnut | Indianapolis | IN | 46204 | NONE | GOV | Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 | $445,563 | |
| Indianapolis Zoological Society Inc | ||||||||
| 1200 West Washington Street POBox 2 | Indianapolis | IN | 462220309 | NONE | PC | General Operating Support designated for Indianapolis Zoo Gardens | $100,000 | 2309 |
| Institute for Quality Education | ||||||||
| 100 West Ohio Street Suite 700 | Indianapolis | IN | 46204 | NONE | PC | Indiana Charter Facility Index Report | $20,000 | |
| Ivy Tech Community College | ||||||||
| 50 West Fall Creek Parkway North Dr | Indianapolis | IN | 462085752 | NONE | GOV | Career Coaching and Employer Connections Initiative in Marion County | $543,000 | ive |
| Joy's House | ||||||||
| 2028 E Broad Ripple Avenue | Indianapolis | IN | 46220 | NONE | PC | Matching Grant | $1,500 | |
| KIPP Indy Public Schools | ||||||||
| 1740 E 30th St | Indianapolis | IN | 46218 | NONE | PC | Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 | $58,000 | |
| Leelanau Conservancy | ||||||||
| PO Box 1007 | Leland | MI | 49654 | NONE | PC | Matching Grant | $7,500 | |
| Lyn House Inc | ||||||||
| PO Box 11255 | Indianapolis | IN | 46201 | NONE | PC | Matching Grant | $600 | |
| Marian University | ||||||||
| 3200 Cold Spring Road | Indianapolis | IN | 462221997 | NONE | PC | Support for Implementation of Fred S. Klipsch Educators College | $300,000 | |
| Marian University | ||||||||
| 3200 Cold Spring Road | Indianapolis | IN | 462221997 | NONE | PC | Matching Grant | $15,000 | |
| Matchbook Learning Schools of Indiana | ||||||||
| 1163 N Belmont Avenue | Indianapolis | IN | 46222 | NONE | PC | Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 | $60,436 | |
| MSD of Warren Township | ||||||||
| 975 N Post Road | Indianapolis | IN | 46219 | NONE | GOV | Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 2 | $5,000 | |
| MSD of Decatur Township | ||||||||
| 5251 Kentucky Ave | Indianapolis | IN | 46221 | NONE | GOV | Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 | $88,220 | |
| MSD of Lawrence Township | ||||||||
| 6501 Sunnyside Rd | Indianapolis | IN | 46236 | NONE | GOV | Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 | $210,221 | |
| MSD of Washington Township | ||||||||
| 8550 Woodfield Crossing Blvd | Indianapolis | IN | 46240 | NONE | GOV | Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 2 | $146,690 | |
| MSD of Wayne Township | ||||||||
| 1220 S High School Rd | Indianapolis | IN | 46241 | NONE | GOV | Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 | $90,749 | |
| Multiplying Good Inc | ||||||||
| 15 W 28th Street Suite 1210 | New York | NY | 10018 | NONE | PC | Matching Grant | $4,500 | |
| NAACP Legal Defense Fund | ||||||||
| 40 Rector Street 5th Floor | New York | NY | 10006 | NONE | PC | Matching Grant | $100 | |
| New Hampshire Charitable Foundation | ||||||||
| 37 Pleasant Street | Concord | NH | 03301 | NONE | PC | 2020 Annual Membership for National Substance Use Disorder Funders Forum | $5,000 | |
| Newfields | ||||||||
| 4000 Michigan Road | Indianapolis | IN | 462083326 | NONE | PC | Matching Grant | $7,500 | |
| Newfields | ||||||||
| 4000 Michigan Road | Indianapolis | IN | 462083326 | NONE | PC | Matching Grant | $4,500 | |
| Newfields | ||||||||
| 4000 Michigan Road | Indianapolis | IN | 462083326 | NONE | PC | Virginia B. Fairbanks Art & Nature Park | $1,000,000 | |
| Old School Square Center for the Arts | ||||||||
| 51 N Swinton Avenue | Delray Beach | FL | 33444 | NONE | PC | Matching Grant | $3,000 | |
| Orchard School Foundation | ||||||||
| 615 West 64th Street | Indianapolis | IN | 46260 | NONE | PC | Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 | $47,500 | |
| Park Tudor Foundation | ||||||||
| 7200 N College Ave | Indianapolis | IN | 46240 | NONE | PC | Matching Grant | $500 | |
| Perry Township Schools | ||||||||
| 6548 Orinoco Avenue | Indianapolis | IN | 46227 | NONE | GOV | Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 | $142,205 | |
| Philanthropy Roundtable | ||||||||
| 1120 20th Street NW Suite 550 South | Washington | DC | 20036 | NONE | PC | 2020 Annual Membership | $9,000 | |
| Phoenix Theatre | ||||||||
| 705 N Illinois St | Indianapolis | IN | 46204 | NONE | PC | Matching Grant | $750 | |
| Pike Township Educational Foundation | ||||||||
| 5353 W 71st Street | Indianapolis | IN | 46268 | NONE | PC | Matching Grant | $100 | |
| Plainfield Christian Church | ||||||||
| 800 Dan Jones Road | Plainfield | IN | 46168 | NONE | PC | Matching Grant | $5,800 | |
| Project Transformation Indiana | ||||||||
| 5500 N Meridian Street | Indianapolis | IN | 46208 | NONE | PC | Matching Grant | $250 | |
| Purdue Polytechnic High School | ||||||||
| 49 W Maryland Street Space H10B | Indianapolis | IN | 46204 | NONE | PC | Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 | $40,590 | |
| Purdue Research Foundation | ||||||||
| 1281 Win Hentschel Blvd Suite 2500 | West Lafayette | IN | 47906 | NONE | PC | Matching Grant | $100 | |
| Redeemer Presbyterian Church | ||||||||
| 1505 N Delaware Street Suite 200 | Indianapolis | IN | 46202 | NONE | PC | Matching Grant | $650 | |
| Roncalli High School | ||||||||
| 3300 Prague Road | Indianapolis | IN | 46227 | NONE | PC | Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 | $31,047 | |
| Rose-Hulman Institute of Technology | ||||||||
| 5500 Wabash Ave | Terre Haute | IN | 47803 | NONE | PC | Matching Grant | $30,000 | |
| Saint Joan of Arc Catholic Church | ||||||||
| 4217 N Central Avenue | Indianapolis | IN | 46205 | NONE | PC | Matching Grant | $600 | |
| Saint Joan of Arc Catholic Church | ||||||||
| 4217 N Central Avenue | Indianapolis | IN | 46205 | NONE | PC | Matching Grant | $250 | |
| Scecina Memorial High School | ||||||||
| 5000 Nowland Ave | Indianapolis | IN | 46201 | NONE | PC | Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 | $28,232 | |
| Second Presbyterian Church | ||||||||
| 7700 N Meridian Street | Indianapolis | IN | 46260 | NONE | PC | Matching Grant | $2,250 | |
| Second Presbyterian Church | ||||||||
| 7700 N Meridian Street | Indianapolis | IN | 46260 | NONE | PC | Matching Grant | $3,600 | |
| Second Presbyterian Church | ||||||||
| 7700 N Meridian Street | Indianapolis | IN | 46260 | NONE | PC | Matching Grant | $3,600 | |
| Shepherd Community | ||||||||
| 4107 E Washington St | Indianapolis | IN | 46201 | NONE | PC | Shepherd Community School for Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 | $41,677 | |
| Southeast Community Services | ||||||||
| 901 Shelby Street | Indianapolis | IN | 46203 | NONE | PC | Matching Grant | $725 | |
| St Andrews School DE Inc | ||||||||
| 350 Noxontown Road | Middletown | DE | 19709 | NONE | PC | Matching Grant | $2,500 | |
| St Lukes United Methodist Church | ||||||||
| 100 W 86th Street | Indianapolis | IN | 46260 | NONE | PC | Matching Grant | $1,000 | |
| St Vincent Hospital Foundation | ||||||||
| 8402 Harcourt Road Suite 210 | Indianapolis | IN | 46260 | NONE | SO I | Family Legacy grant designated for physician's medical education program | $100,000 | |
| Summer Stock Stage | ||||||||
| P O Box 55012 | Indianapolis | IN | 46205 | NONE | PC | Matching Grant | $4,500 | |
| Teach for America | ||||||||
| 1314 N Meridian Street | Indianapolis | IN | 46202 | NONE | PC | General Operating Support for Teach for America Indianapolis | $500,000 | |
| TeenWorks | ||||||||
| 2820 N Meridian Street Suite 1250 | Indianapolis | IN | 46208 | NONE | PC | Matching Grant | $600 | |
| The Arc of Indiana Foundation | ||||||||
| 143 W Market Street Suite 200 | Indianapolis | IN | 46204 | NONE | SO I | Matching Grant | $750 | |
| The Bail Project | ||||||||
| PO Box 750 | Venice | CA | 90294 | NONE | PC | Matching Grant | $300 | |
| The Bail Project | ||||||||
| PO Box 750 | Venice | CA | 90294 | NONE | PC | Matching Grant | $100 | |
| The Independence Academy | ||||||||
| 4701 N Central Ave | Indianapolis | IN | 46205 | NONE | PC | Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 | $6,470 | |
| The Mind Trust | ||||||||
| 1630 N Meridian Street Suite 450 | Indianapolis | IN | 46202 | NONE | SO I | General Operating Support | $400,000 | |
| The Mind Trust | ||||||||
| 1630 N Meridian Street Suite 450 | Indianapolis | IN | 46202 | NONE | SO I | Pilot to improve math instruction in Marion County in partnership with Instruction Partners | $292,500 | |
| The Mind Trust | ||||||||
| 1630 N Meridian Street Suite 450 | Indianapolis | IN | 46202 | NONE | SO I | Relay Graduate School of Education National Principals Academy Fellowship | $330,000 | |
| Thomas Gregg Neighborhood School | ||||||||
| 2302 E Michigan St | Indianapolis | IN | 46201 | NONE | PC | Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 | $72,500 | |
| Traders Point Christian Church | ||||||||
| 6590 S Indianapolis Road | Whitestown | IN | 46075 | NONE | PC | Matching Grant | $600 | |
| Traders Point Christian Schools | ||||||||
| 6600 Indianapolis Road | Whitestown | IN | 46075 | NONE | PC | Matching Grant | $5,000 | |
| Trinity Haven | ||||||||
| 3561 N Pennsylvania Street | Indianapolis | IN | 46205 | NONE | PC | Matching Grant | $250 | |
| Unite Here Education and Support Fund | ||||||||
| 275 7th Avenue 16th Floor | New York | NY | 10001 | NONE | PC | Matching Grant | $600 | |
| United Way of Central Indiana | ||||||||
| 2955 N Meridian Street Suite 300 | Indianapolis | IN | 46208 | NONE | PC | Annual Campaign Contribution | $200,000 | |
| United Way of Central Indiana | ||||||||
| 2955 N Meridian Street Suite 300 | Indianapolis | IN | 46208 | NONE | PC | 2020 COVID-19 Community Economic Relief Fund (C-CERF) | $500,000 | |
| United Way of Central Indiana | ||||||||
| 2955 N Meridian Street Suite 300 | Indianapolis | IN | 46208 | NONE | PC | Matching Grant | $500 | |
| United Way of Central Indiana | ||||||||
| 2955 N Meridian Street Suite 300 | Indianapolis | IN | 46208 | NONE | PC | Matching Grant | $1,560 | |
| United Way of Central Indiana | ||||||||
| 2955 N Meridian Street Suite 300 | Indianapolis | IN | 46208 | NONE | PC | Matching Grant | $5,976 | |
| United Way of Monroe County | ||||||||
| 431 S College Avenue | Bloomington | IN | 47403 | NONE | PC | Matching Grant | $6,000 | |
| University High School of Indiana | ||||||||
| 2825 West 116th Street | Carmel | IN | 46032 | NONE | PC | Financial and Development Consultants | $210,870 | |
| University of Texas Foundation | ||||||||
| PO Box 250 | Austin | TX | 787670250 | NONE | PC | Matching Grant | $7,500 | |
| Urban ACT Academy | ||||||||
| 1250 E Market Street | Indianapolis | IN | 46202 | NONE | PC | Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 2 | $63,528 | |
| Victory College Prep | ||||||||
| 1780 Sloan Ave | Indianapolis | IN | 46203 | NONE | PC | Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 | $9,859 | |
| Wabash College | ||||||||
| PO Box 352 | Crawfordsville | IN | 479330352 | NONE | PC | Matching Grant | $1,500 | |
| Wabash College | ||||||||
| PO Box 352 | Crawfordsville | IN | 479330352 | NONE | PC | Matching Grant | $1,500 | |
| Warm Heart Warm Home Foundation | ||||||||
| 2020 N Meridian Street | Indianapolis | IN | 46202 | NONE | SO I | Matching Grant | $3,000 | |
| We The Protestors - Campaign Zero | ||||||||
| 10 Liberty Street Apt 38D | New York | NY | 10005 | NONE | SO I | Matching Grant | $100 | |
| Wellness Council of Indiana | ||||||||
| 115 W Washington St Suite 850S | Indianapolis | IN | 46204 | NONE | PC | 2020 Indiana Opioid Summit Sponsorship | $7,500 | |
| WFYI | ||||||||
| 1630 N Meridian Street | Indianapolis | IN | 462021429 | NONE | PC | Support to increase public health journalism (2019-2020) | $300,000 | |
| WFYI | ||||||||
| 1630 N Meridian Street | Indianapolis | IN | 462021429 | NONE | PC | Support to increase public health and education journalism (2021-2023) | $100,000 | |
| WFYI | ||||||||
| 1630 N Meridian Street | Indianapolis | IN | 462021429 | NONE | PC | Matching Grant | $3,750 | |
| Woodstock Historical Foundation | ||||||||
| 1301 West 38th Street | Indianapolis | IN | 46208 | NONE | PC | Matching Grant | $500 | |
| World Central Kitchen | ||||||||
| 1342 Florida Ave NW | Washington | DC | 20009 | NONE | PC | Matching Grant | $105 | |
| Young Life of Noblesville | ||||||||
| 136 S 9th Street Suite 28 | Noblesville | IN | 46060 | NONE | PC | Matching Grant | $9,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,248,897 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Beech Grove City Schools | ||||||||
| 5334 Hornet Ave | Beech Grove | IN | 46107 | NONE | GOV | Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 | $39,415 | |
| Butler University | ||||||||
| 4600 Sunset Avenue | Indianapolis | IN | 462083485 | NONE | PC | Expansion of Sciences Capital Project | $4,000,000 | |
| Cathedral High School | ||||||||
| 5335 East 56th Street | Indianapolis | IN | 46226 | NONE | PC | Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 | $23,350 | |
| Central Indiana Corporate Partnership Foundation | ||||||||
| 111 Monument Circle Suite 1800 | Indianapolis | IN | 46204 | NONE | SO I | Youth Apprenticeship Marion County Pilot and Statewide Community of Practice | $1,000,000 | |
| Central Indiana Corporate Partnership Foundation | ||||||||
| 1210 Waterway Blvd Suite 5000 | Indianapolis | IN | 46202 | NONE | SO I | General Operating Support for BioCrossroads | $1,350,000 | |
| Chalkbeat Indiana | ||||||||
| 1239 Broadway Suite 703 B | New York | NY | 10001 | NONE | PC | General Operating Support | $100,000 | |
| EdChoice | ||||||||
| 111 Monument Circle Suite 2650 | Indianapolis | IN | 46204 | NONE | PC | General Operating Support for Model State Initiative | $400,000 | |
| Health & Hospital Corporation of Marion County | ||||||||
| 3838 North Rural | Indianapolis | IN | 462052930 | NONE | GOV | Marion County Public Health Department Safe Syringe Access & Support | $182,962 | |
| Indiana Broadcasters Foundation | ||||||||
| PO Box 902 | Carmel | IN | 46082 | NONE | PC | Support for Hall of Fame dinner and video | $10,000 | |
| Indianapolis Public Schools | ||||||||
| 120 East Walnut | Indianapolis | IN | 46204 | NONE | GOV | Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 | $230,220 | |
| Institute for Quality Education | ||||||||
| 100 West Ohio Street Suite 700 | Indianapolis | IN | 46204 | NONE | PC | General Operating Support | $400,000 | |
| Ivy Tech Community College | ||||||||
| 50 West Fall Creek Parkway North Dr | Indianapolis | IN | 462085752 | NONE | GOV | Career Coaching and Employer Connections Initiative in Marion County | $549,860 | ive |
| Marian University | ||||||||
| 3200 Cold Spring Road | Indianapolis | IN | 462221997 | NONE | PC | Support for Implementation of Fred S. Klipsch Educators College | $200,000 | |
| MSD of Washington Township | ||||||||
| 8550 Woodfield Crossing Blvd | Indianapolis | IN | 46240 | NONE | GOV | Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 2 | $146,690 | |
| MSD of Wayne Township | ||||||||
| 1220 S High School Rd | Indianapolis | IN | 46241 | NONE | GOV | Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 | $259,651 | |
| Newfields | ||||||||
| 4000 Michigan Road | Indianapolis | IN | 462083326 | NONE | PC | Virginia B. Fairbanks Art & Nature Park | $7,000,000 | |
| Purdue Polytechnic High School | ||||||||
| 49 W Maryland Street Space H10B | Indianapolis | IN | 46204 | NONE | PC | Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 | $96,355 | |
| Roncalli High School | ||||||||
| Attn Chuck Weisenbach Principal 330 | Indianapolis | IN | 46227 | NONE | PC | Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 | $39,298 | 0 Prague Road |
| The Mind Trust | ||||||||
| 1630 N Meridian Street Suite 450 | Indianapolis | IN | 46202 | NONE | SO I | General Operating Support | $2,000,000 | |
| The Mind Trust | ||||||||
| 1630 N Meridian Street Suite 450 | Indianapolis | IN | 46202 | NONE | SO I | Relay Graduate School of Education National Principals Academy Fellowship | $660,000 | |
| The Mind Trust | ||||||||
| 1630 N Meridian Street Suite 450 | Indianapolis | IN | 46202 | NONE | SO I | Pilot to improve math instruction in Marion County in partnership with Instruction Partners | $1,202,500 | |
| University High School | ||||||||
| 2825 West 116th Street | Carmel | IN | 46032 | NONE | PC | Financial and Development Consultants | $39,130 | |
| Urban ACT Academy | ||||||||
| 1250 E Market Street | Indianapolis | IN | 46202 | NONE | PC | Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 2 | $74,361 | |
| WFYI | ||||||||
| 1630 N Meridian Street | Indianapolis | IN | 462021429 | NONE | PC | Support to increase public health and education journalism (2021-2023) | $1,400,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $21,403,792 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $356,091 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $52,515 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,538,329 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$61,850 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,385,075 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $248,640 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,263,936 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $239,305 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $13,543,431 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,782,736 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $91,103 | Amt |
| Net Investment Income | $54,662 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $36,441 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | Computation MethodComputationMethodTxt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| FIXED ASSETS | STRAIGHT LINE | $74,169 | $11,125 |
| DEPLETION | $728,933 | $583,771 | |
| SECTION 179 DEDUCTION FROM FLOW THROUGH INVESTMENTS | $125 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PUBLIC IMPACT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 405-A EAST MAIN STREET | AddressLine1Txt |
| City | CARRBARO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27510 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2019-06-24 | GrantDt |
| Grant | $60,000 | GrantAmt |
| Purpose Of Grant | Support for Opportunity Culture in Indianapolis Public Schools for the 2019-2020 School Year. | PurposeOfGrantTxt |
| Expended By Grantee | $60,000 | ExpendedByGranteeAmt |
| Dates Of Reports By Grantee | 1/31/2020 AND 7/31/2020 | DatesOfReportsByGranteeTxt |
| Verification | 2020-07-31 | VerificationDt |
| Results Of Verification | Public Impact submitted an interim report on January 31, 2020 and a final report on July 31, 2020. Verification of grant expenditures was submitted with the Final Report on July 31, 2020. Public Impact submitted Form 1120-S for the period ending December 31, 2019, submitted on September 10, 2020. | ResultsOfVerificationTxt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | Total NetTotalNetAmt |
|---|---|---|---|
| AVAILABLE UPON REQUEST | |||
| GAIN/LOSS FROM PUBLICLY TRADED SECURITIES | P | $1,179,281 | $1,179,281 |
| AVAILABLE UPON REQUEST | |||
| GAIN/LOSS FROM PASS-THROUGH INVESTMENTS | P | $8,143,944 | $8,143,944 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK | StockNm |
| EOY Book Value | $7,159,380 | EOYBookValueAmt |
| EOYFMV | $7,159,380 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $22,234,905 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $22,234,905 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SHORT TERM INVESTMENTS | FMV | $27,330,886 | $27,330,886 |
| HEDGE FUNDS | FMV | $72,230,201 | $72,230,201 |
| OTHER ALTERNATIVE INVESTMENTS | FMV | $210,208,067 | $210,208,067 |
| FAIRBANKS LIQUIDATING TRUST | FMV | $3,582,445 | $3,582,445 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| COMPUTERS AND SOFTWARE | $135,932 | $118,098 | $17,834 | $17,834 |
| FURNITURE AND FIXTURES | $450,438 | $272,694 | $177,744 | $177,744 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $31,898 | LegalFeesAmt |
| Net Investment Income | $4,785 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $27,113 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (23 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PORTFOLIO INCOME DEDUCTIONS | $59,325 | $59,325 | |
| K-1: CASH CONTRIBUTIONS | $413 | $399 | |
| K-1: OTHER DEDUCTIONS | $3,551,622 | $3,345,679 | |
| K-1: NON-DEDUCTIBLE EXPENSES | $110,473 | $0 | $0 |
| COMMUNICATIONS | $239,756 | $0 | $239,756 |
| ADVERTISING | $16,200 | $0 | $16,200 |
| SOFTWARE FEES AND CONSULTING | $83,948 | $12,592 | $71,356 |
| COMPUTER SUPPLIES AND MAINTENANCE | $48,257 | $7,239 | $41,018 |
| TELECOMMUNICATIONS | $10,032 | $1,505 | $8,527 |
| MEALS AND ENTERTAINMENT | $6,515 | $977 | $5,538 |
| BANK SERVICE CHARGES | $5,645 | $847 | $4,798 |
| PAYROLL SERVICE CHARGES | $8,237 | $1,236 | $7,001 |
| INSURANCE EXPENSE | $21,249 | $3,187 | $18,062 |
| OFFICE SUPPLIES AND PRINTING | $18,160 | $2,724 | $15,436 |
| POSTAGE AND FREIGHT | $767 | $115 | $652 |
| DUES, SUBSCRIPTIONS & PUBLICATIONS | $9,953 | $1,493 | $8,460 |
| PRIOR YEAR K-1 ADJUSTMENT | $3,702 | $3,702 | $0 |
| MISCELLANEOUS EXPENSE | $24 | $5 | $19 |
| INTERNAL GRANTMAKING ACTIVITY | $18,354 | $0 | $18,354 |
| EVALUATION | $209,682 | $0 | $209,682 |
| PREVENTION MATTERS - NONGRANT | $429,937 | $0 | $429,937 |
| TELEPHONE | $6,328 | $949 | $5,379 |
| BANK LINE OF CREDIT FEES | $4,833 | $725 | $4,108 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT RELATED INCOME | Desc |
| Revenue And Expenses Per Books | $1,512,575 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,263,936 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $28,120,889 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| CUSTODIAL FEES | $4,047 | $4,047 |
| INVESTMENT MANAGER FEES | $330,029 | $330,029 |
| CAMBRIDGE CONSULTANT FEES | $423,207 | $423,207 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| TAXES - FOREIGN | $174,392 | $174,380 |
| TAX EXPENSE | $90,843 |