THE DOUGLAS & ANGELA BRALY FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE DOUGLAS & ANGELA BRALY FAMILY FOUNDATION (EIN 37-6553888)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-26
- IRS object ID
- 202031789349100903
- Schema version
- 2019v5.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-26T11:16:09-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 N BROADWAY SUITE 600 | AddressLine1Txt |
| City | ST LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 631022733 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 376553888 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Douglas & Angela Braly Family Foundation | BusinessNameLine1Txt |
| Business Name Line2 | C/O Douglas A Braly and Angela F Braly | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DOUGLAS & ANGELA BRALY | InCareOfNm |
| Business Name Control | DOUG | BusinessNameControlTxt |
| Phone | 3177220901 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 832 Alverna Drive | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 462604955 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DOUGLAS BRALY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3177220901 | PhoneNum |
| Signature | 2020-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Donna J Larson | PreparerPersonNm |
| PTIN | P00043751 | PTIN |
| Phone | 3142315544 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $8,189,267 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $139,577 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $139,577 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $259,793 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,679,402 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $290,478 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,144 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $400,514 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $430,055 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $8,520 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,260 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,260 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,077 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,186 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $995 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $14,592 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,446 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,260 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $497,610 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $497,610 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $512,202 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,446 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $501,870 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$111,688 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $423,609 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $96,823 | CashBOYAmt |
| Cash EOY | $267,299 | CashEOYAmt |
| Cash EOYFMV | $267,299 | CashEOYFMVAmt |
| Corporate Stock BOY | $5,875,102 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,584,438 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,913,468 | CorporateStockEOYFMVAmt |
| Other Assets EOY | $8,500 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $8,500 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,971,925 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,860,237 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,189,267 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $5,971,925 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,860,237 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,971,925 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,860,237 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,971,925 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,860,237 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,971,925 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$111,688 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,860,237 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,860,237 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| GOLDMAN SACHS | $1,660,267 | $1,419,609 | $240,658 | $240,658 | |
| CAPITAL GAIN DIVIDENDS | $19,135 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $290,478 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $502,809 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,655,511 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.065679 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $218,300 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,212,817 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.041878 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $334,888 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,397,600 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.076152 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $319,068 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,913,420 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.064938 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $114,116 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,499,377 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.03261 | DistributionYr5Rt |
| Total Distribution | 0.281257 | TotalDistributionRt |
| Average Distribution | 0.056251 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,759,329 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $436,470 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,236 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $440,706 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $501,870 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $4,236 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,236 | SubtotalAmt |
| Tax Based On Investment Income | $4,236 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,440 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,440 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,204 | OverpaymentAmt |
| Applied To ES Tax | $2,204 | AppliedToESTaxAmt |
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 | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IN | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOUGLAS & ANGELA BRALY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3177220901 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 832 ALVERNA DRIVE | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 462604955 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| Douglas A Braly | ||||||||
| 832 Alverna Drive | Indianapolis | IN | 462604955 | Trustee | 0.25 | $0 | $0 | $0 |
| Angela F Braly | ||||||||
| 832 Alverna Drive | Indianapolis | IN | 462604955 | Trustee | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,744,692 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $132,799 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,877,491 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,877,491 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $118,162 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,759,329 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $387,966 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $387,966 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,236 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,236 | TotalTaxAmt |
| Distributable Before Adj | $383,730 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $383,730 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $383,730 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $501,870 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $501,870 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,236 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $497,634 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $383,730 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $5 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $116,920 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $132,835 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $249,760 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $501,870 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $383,730 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $118,140 | RemainingDistriFromCorpusAmt |
| Total Corpus | $367,900 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $367,900 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5 | ExcessFromYear4Amt |
| Excess From Year3 | $116,920 | ExcessFromYear3Amt |
| Excess From Year1 | $132,835 | ExcessFromYear1Amt |
| Excess From Current Year | $118,140 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DOUGLAS A ANGELA F BRALY | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| NETWORK OF ENLIGHTENED WOMEN | ||||||||
| 1513 16TH STREET NW | WASHINGTON | DC | 20036 | NONE | PC | EDUCATIONAL PURPOSES | $5,000 | |
| ALLISON'S FRIENDS OF HOPE | ||||||||
| PO BOX 987 | EDWARDSVILLE | IL | 62025 | NONE | PC | CANCER RESEARCH | $1,000 | |
| GIRL SCOUTS OF CENTRAL INDIANA | ||||||||
| 2611 WATERFRONT PARKWAY EAST DRIVE | INDIANAPOLIS | IN | 46214 | NONE | PC | LEADERSHIP & LEARNING CENTER | $8,000 | SUITE 100 |
| AMERICAN ENTERPRISE INSTITUTE | ||||||||
| 1150 SEVENTEENTH STREET NW | WASHINGTON | DC | 20036 | NONE | PC | CHARITABLE PURPOSES | $59,000 | |
| INDIANAPOLIS SYMPHONY ORCHESTRA | ||||||||
| 32 E WASHINGTON ST | INDIANAPOLIS | IN | 462042919 | NONE | PC | SUPPORT OF THE ARTS | $1,000 | SUITE 600 |
| TEACH FOR AMERICA | ||||||||
| 25 BROADWAY | NEW YORK | NY | 10006 | NONE | PC | EDUCATION | $2,500 | F1 12 |
| POLICY CIRCLE | ||||||||
| 101 W OHIO STREET | INDIANAPOLIS | IN | 46204 | NONE | PC | EDUCATION | $100,000 | SUITE 1350 |
| CENTER FOR STUDY OF LIBERTY | ||||||||
| 11301 N MERIDIAN STREET | CARMEL | IN | 46032 | NONE | PC | CHARITABLE PURPOSES | $1,000 | |
| EDWARDSVILLE YMCA FOUNDATION | ||||||||
| 1200 ESIC DRIVE | EDWARDSVILLE | IL | 62052 | NONE | PC | EDUCATION | $500 | |
| BOY SCOUTS OF AMERICA | ||||||||
| 1325 W WALNUT HILL LANE | IRVING | TX | 75038 | NONE | PC | LEADERSHIP & LEARNING CENTER | $1,000 | |
| IVY TECH FOUNDATION | ||||||||
| 50 W FALL CREEK PKWY NORTH DRIVE | INDIANAPOLIS | IN | 46208 | NONE | PC | EDUCATION | $5,000 | |
| TABERNACLE PRESBYTERIAN CHURCH | ||||||||
| 418 EAST 34TH STREET | INDIANAPOLIS | IN | 46205 | NONE | PC | RELIGOUS | $500 | |
| WESTMINISTER NEIGHBORHOOD | ||||||||
| 445 N STATE AVE | INDIANAPOLIS | IN | 46201 | NONE | PC | HUMAN SERVICES | $5,500 | |
| HARAMBEE YOUTH TRAINING | ||||||||
| 1142 HODIAMONT AVE | ST LOUIS | MO | 63112 | NONE | PC | YOUTH DEVELOPMENT | $1,000 | |
| COMMITTEE FOR ECONOMIC DEVELOPMENT | ||||||||
| 1530 WILSON BLVD | ARLINGTON | VA | 22209 | NONE | PC | INDEPENDENT POLICY STUDIES | $5,000 | SUITE 400 |
| TEENWORKS | ||||||||
| PO BOX 40177 | INDIANAPOLIS | IN | 46240 | NONE | PC | EDUCATION | $10,000 | |
| UNITED WAY OF CENTRAL INDIANA | ||||||||
| 2955 NORTH MERIDIAN STREET | INDIANAPOLIS | IN | 46208 | NONE | PC | CHARITABLE ORGANIZATION | $100,000 | SUITE 300 |
| INDIANA HISTORICAL SOCIETY | ||||||||
| 450 WEST OHIO STREET | INDIANAPOLIS | IN | 46202 | NONE | PC | EDUCATION | $5,000 | |
| CHRISTEL HOUSE ACADEMY | ||||||||
| 2717 S EAST ST | INDIANAPOLIS | IN | 46225 | NONE | PC | EDUACATION | $10,000 | |
| VICE PRESIDENTS RESIDENCE FOUNDATION | ||||||||
| 51 LOUISIANA AVE NW | WASHINGTON | DC | 20001 | NONE | PC | CHARITABLE ORGANIZATION | $27,500 | |
| ALLENDALE SCHOOL | ||||||||
| 549 CLARISSA ST | ROCHESTER | NY | 14608 | NONE | PC | EDUCATION AND SCHOLARSHIP | $500 | |
| CIRCLE CITY CHRISTIAN CENTER | ||||||||
| 2634 E 18TH ST | INDIANAPOLIS | IN | 46218 | NONE | PC | FOOD PANTRY | $6,000 | |
| MAKE-A-WISH | ||||||||
| 6201 CORPORATE DRIVE SUITE 100 | INDIANAPOLIS | IN | 46278 | NONE | PC | CHARITABLE PURPOSES | $500 | |
| CHALLENGER ATHLETICS | ||||||||
| PO Box 5511 | Bay Shore | NY | 11706 | NONE | PC | CHARITABLE PURPOSES | $500 | |
| AMERICAN CANCER SOCIETY | ||||||||
| 5635 W 96TH ST SUITE 100 | INDIANAPOLIS | IN | 46278 | NONE | PC | CANCER RESEARCH | $2,500 | |
| OPEN HEARTS FOUNDATION | ||||||||
| 3380 MOTOR AVE | LOS ANGELES | CA | 90034 | NONE | PC | CHARITABLE PURPOSES | $500 | |
| WOMENS FUND OF CENTRAL INDIANA | ||||||||
| 615 N ALABAMA ST 119 | INDIANAPOLIS | IN | 46204 | NONE | PC | HUMAN SERVICES | $5,000 | |
| DELTA DELTA DELTA FOUNDATION | ||||||||
| 832 ALVERNA DR | INDIANAPOLIS | IN | 46260 | NONE | PC | CHARITABLE PURPOSES | $1,000 | |
| JUNIOR ACHIEVEMENT OF CENTRAL INDIANA | ||||||||
| 7435 N KEYSTONE AVE B | INDIANAPOLIS | IN | 46240 | NONE | PC | EDUCATION | $6,000 | |
| BAJA CHRISTIAN MINISTRIES | ||||||||
| 4195 CHINO HILLS PKWY 390 | CHINO HILLS | CA | 91709 | NONE | PC | RELIGIOUS | $250 | |
| FRIENDS OF HOLLIDAY PARK | ||||||||
| 6363 SPRING MILL RD | INDIANAPOLIS | IN | 46260 | NONE | PC | COMMUNITY DEVELOPMENT | $250 | |
| LOWES EMPLOYEE RELIEF | ||||||||
| 1000 LOWES BLVD | MOORESVILLE | NC | 28117 | NONE | PC | CHARITABLE PURPOSES | $5,000 | |
| FISHERS BASEBALL DUGOUT CLUB | ||||||||
| PO BOX 684 | FISHERS | IN | 46038 | NONE | PC | CHARITABLE PURPOSES | $250 | |
| AUGIES QUEST FOR MORE LIFE | ||||||||
| PO BOX 9886 | DENVER | CO | 80209 | NONE | PC | CHARITABLE PURPOSES | $1,000 | |
| FAITH CHURCH | ||||||||
| 9125 N COLLEGE AVE | INDIANAPOLIS | IN | 46240 | NONE | PC | RELIGIOUS | $1,000 | |
| INDIANA GOLF FOUNDATION | ||||||||
| 2625 HURRICANE RD | FRANKLIN | IN | 46131 | NONE | PC | CHARITABLE PURPOSES | $110 | |
| SMU DEDMAN SCHOOL OF LAW | ||||||||
| 3315 DANIEL AVE | DALLAS | TX | 75205 | NONE | PC | EDUCATION | $7,500 | |
| 4WORD | ||||||||
| 4516 LOVERS LANE SUITE 205 | DALLAS | TX | 75225 | NONE | PC | HUMAN SERVICES | $10,000 | |
| THE MIND TRUST | ||||||||
| 1630 N MERIDIAN ST SUITE 450 | INDIANAPOLIS | IN | 46202 | NONE | PC | EDUCATION | $100,000 | |
| INDIANA COALITION TO END SEXUAL ASSAULT | ||||||||
| 9245 N MERIDIAN ST SUITE 227 | INDIANAPOLIS | MO | 46260 | NONE | PC | CHARITABLE PURPOSES | $1,000 | |
| UNIVERSITY OF ILLINOIS FOUNDATION | ||||||||
| 1305 WEST GREEN STREET | URBANA | IL | 61801 | NONE | PC | EDUCATION | $250 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $497,610 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $139,577 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $259,793 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON DIVIDEND INCOME | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,144 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $400,514 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $400,514 | 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 | TAX PREPARATION FEES | CategoryTxt |
| Amt | $8,520 | Amt |
| Net Investment Income | $4,260 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,260 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED SECU., AT COST | StockNm |
| EOY Book Value | $5,584,438 | EOYBookValueAmt |
| EOYFMV | $7,913,468 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSITS | Desc |
| EOY Book Value | $8,500 | EOYBookValueAmt |
| EOYFMV | $8,500 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS EXPENSE | Desc |
| Revenue And Expenses Per Books | $995 | RevenueAndExpensesPerBooksAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON DIVIDEND INCOME | Desc |
| Revenue And Expenses Per Books | $1,144 | RevenueAndExpensesPerBooksAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX PAID | $2,186 | $2,186 |
| FEDERAL & STATE TAXES PAID | $2,891 |