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RICHARD M FAIRBANKS FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
RICHARD M FAIRBANKS FOUNDATION INC (EIN 31-1189885)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-11
IRS object ID
202013169349100931
Schema version
2019v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-11-11T09:30:54-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN350921680PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CROWE LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13815 River Crossing Parkway Suite 3AddressLine1Txt
Address Line200AddressLine2Txt
CityIndianapolisCityNm
State AbbreviationINStateAbbreviationCd
ZIP462400977ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN311189885EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Richard M Fairbanks Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRICHBusinessNameControlTxt
Phone3178467111PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1211 N Pennsylvania St Ste 2500AddressLine1Txt
CityIndianapolisCityNm
State AbbreviationINStateAbbreviationCd
ZIP46204ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKevin KessingerPersonNm
Person TitleTreasurer and CFOPersonTitleTxt
Signature2020-11-11SignatureDt
Discuss With Paid PreparerfalseDiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNicole BencikPreparerPersonNm
PTINP00756195PTIN
Phone3175698989PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$322,621,944FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$483,586InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$467,347InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$4,546,735DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,514,657DividendsNetInvstIncmAmt
Gross Rents Net Invst Incm$0GrossRentsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$13,348,971NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$42,148,098GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$13,289,737CapGainNetIncmNetInvstIncmAmt
Gross Sales Less Ret And Allwnc$0GrossSalesLessRetAndAllwncAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$2,531,356OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$2,444,912OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$20,910,648TotalRevAndExpnssAmt
Total Net Invst Incm$20,716,653TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$718,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$149,800CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$568,200CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$579,923OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$27,203OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$552,720OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$328,986PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$50,834PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$278,152PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$22,166LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$3,325LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$18,841LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$66,114AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$39,668AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$26,446AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$917,369OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$907,154OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$10,215OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$387,834InterestRevAndExpnssAmt
Interest Net Invst Incm$357,059InterestNetInvstIncmAmt
Taxes Rev And Expnss$373,325TaxesRevAndExpnssAmt
Taxes Net Invst Incm$99,265TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$605,300DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$216,583DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm$0DeprecAndDpltnAdjNetIncmAmt
Occupancy Rev And Expnss$170,916OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$25,637OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$145,278OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$57,451TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$8,618TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$48,833TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$4,908,080OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$3,341,572OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$1,251,291OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$9,135,464TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,226,718TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,899,976TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$13,343,144ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$13,343,144ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$22,478,608TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,226,718TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$16,243,120TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,567,960ExcessRevenueOverExpensesAmt
Net Investment Income$15,489,935NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$264,900CashBOYAmt
Cash EOY$121,670CashEOYAmt
Cash EOYFMV$121,670CashEOYFMVAmt
Acct Rcvbl BOY$0AcctRcvblBOYAmt
Acct Rcvbl EOY$0AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$0AcctRcvblEOYFMVAmt
Pledges Rcvbl BOY$0PledgesRcvblBOYAmt
Pledges Rcvbl EOY$0PledgesRcvblEOYAmt
Pledges Rcvbl EOYFMV$0PledgesRcvblEOYFMVAmt
Rcvbl From Officers BOY$0RcvblFromOfficersBOYAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Rcvbl From Officers EOYFMV$0RcvblFromOfficersEOYFMVAmt
Other Nts And Loans Rcvbl$0OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$0OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$0OtherNtsAndLoansRcvblEOYFMVAmt
Prepaid Expenses BOY$21,351PrepaidExpensesBOYAmt
Prepaid Expenses EOY$21,351PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$21,351PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$21,689,233USGovernmentObligationsBOYAmt
US Government Obligations EOY$20,861,872USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$20,861,872USGovtObligationsEOYFMVAmt
Corporate Stock BOY$6,701,710CorporateStockBOYAmt
Corporate Stock EOY$7,222,457CorporateStockEOYAmt
Corporate Stock EOYFMV$7,222,457CorporateStockEOYFMVAmt
Corporate Bonds BOY$0CorporateBondsBOYAmt
Corporate Bonds EOYFMV$0CorporateBondsEOYFMVAmt
Invst Land Cost Or Other Basis$0InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation$0InvstLandAccumDepreciationAmt
Land Bldg Investments BOY$0LandBldgInvestmentsBOYAmt
Land Bldg Investments EOYFMV$0LandBldgInvestmentsEOYFMVAmt
Other Investments BOY$265,966,529OtherInvestmentsBOYAmt
Other Investments EOY$294,124,847OtherInvestmentsEOYAmt
Other Investments EOYFMV$294,124,847OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$586,370LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$316,623LandBldgEquipAccumDeprecAmt
Land BOY$347,988LandBOYAmt
Land EOY$269,747LandEOYAmt
Land EOYFMV$269,747LandEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$294,991,711TotalAssetsBOYAmt
Total Assets EOY$322,621,944TotalAssetsEOYAmt
Total Assets EOYFMV$322,621,944TotalAssetsEOYFMVAmt
Accounts Payable BOY$0AccountsPayableBOYAmt
Loans From Officers BOY$0LoansFromOfficersBOYAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable BOY$0MortgagesAndNotesPayableBOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Retained Earning BOY$294,991,711RetainedEarningBOYAmt
Retained Earning EOY$322,621,944RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$294,991,711TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$322,621,944TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$294,991,711TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$322,621,944TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$294,991,711TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,567,960ExcessRevenueOverExpensesAmt
Other Increases$29,198,193OtherIncreasesAmt
Subtotal$322,621,944SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$322,621,944TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtFMV As Of123169FMVAsOf123169AmtAdjusted Basis As Of123169AdjustedBasisAsOf123169AmtExcess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
GAIN/LOSS OF PUBLICLY TRADED SECURITIESP$3,791,612$3,791,612$0$0$0$3,791,612
GAIN/LOSS FROM PASS-THROUGH INVESTMENTSP$9,498,125$9,498,125$0$0$0$9,498,125
FieldValueIRS element (for citing)
Capital Gain Net Income$13,289,737CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$0NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$15,881,190AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$292,417,313NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.054310DistributionYr1Rt
Adjusted Qlfy Distri Yr2$15,142,638AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$307,358,018NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.049267DistributionYr2Rt
Adjusted Qlfy Distri Yr3$9,102,663AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$281,291,148NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.032360DistributionYr3Rt
Adjusted Qlfy Distri Yr4$16,622,146AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$292,813,195NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.056767DistributionYr4Rt
Adjusted Qlfy Distri Yr5$16,746,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$295,660,136NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.056639DistributionYr5Rt
Total Distribution0.249343TotalDistributionRt
Average Distribution0.049869AverageDistributionRt
Net Vl Noncharitable Assets$322,583,834NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$16,086,933AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$154,899NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$16,241,832AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$16,243,120QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$154,899InvestmentIncomeExciseTaxAmt
Subtotal$154,899SubtotalAmt
Tax Based On Investment Income$154,899TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$217,839EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$100,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$317,839TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$162,940OverpaymentAmt
Applied To ES Tax$162,940AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Org Report Or Register StateHIOrgReportOrRegisterStateCd
Org Report Or Register StateINOrgReportOrRegisterStateCd
Org Report Or Register StateLAOrgReportOrRegisterStateCd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website Addresswww.rmff.orgWebsiteAddressTxt
Individual With BooksKevin KessingerIndividualWithBooksNm
Phone3178467111PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1211 N Pennsylvania St Ste 2500AddressLine1Txt
CityIndianapolisCityNm
State AbbreviationINStateAbbreviationCd
ZIP46204ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (true)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CLAIRE FIDDIAN-GREEN
211 N Pennsylvania St Ste 2500IndianapolisIN46204CEO40.000$325,219$43,729$22,212
ELLEN QUIGLEY
211 N Pennsylvania St Ste 2500IndianapolisIN46204VP OF PROGRAMS40.000$196,921$11,700$6,851
KEVIN KESSINGER
211 N Pennsylvania St Ste 2500IndianapolisIN46204CFO40.000$191,704$40,391$8,623
BRYAN A MILLS
211 N Pennsylvania St Ste 2500IndianapolisIN46204DIRECTOR1.000$0$0$0
CHRISTOPHER M CALLAHAN
211 N Pennsylvania St Ste 2500IndianapolisIN46204DIRECTOR1.000$0$0$0
DANIEL C APPEL
211 N Pennsylvania St Ste 2500IndianapolisIN46204CHAIRMAN1.000$0$0$0
ELIZABETH F MANN
211 N Pennsylvania St Ste 2500IndianapolisIN46204DIRECTOR1.000$0$0$1,639
JONATHAN B FAIRBANKS
211 N Pennsylvania St Ste 2500IndianapolisIN46204DIRECTOR1.000$0$0$574
LEONARD J BETLEY
211 N Pennsylvania St Ste 2500IndianapolisIN46204DIRECTOR1.000$0$0$578
MARILEE J SPRINGER
211 N Pennsylvania St Ste 2500IndianapolisIN46204DIRECTOR1.000$0$0$0
ROGER S SNOWDON
211 N Pennsylvania St Ste 2500IndianapolisIN46204DIRECTOR1.000$0$0$0
THOMAS H RISTINE
211 N Pennsylvania St Ste 2500IndianapolisIN46204DIRECTOR1.000$0$0$0
JEFFREY HARRISON
211 N Pennsylvania St Ste 2500IndianapolisIN46204DIRECTOR1.000$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
SUSAN LUSE
211 N Pennsylvania St Ste 2500IndianapolisIN46204PROGRAM ADMIN32.000$86,644$36,248$2,518
ALEX COHEN
211 N Pennsylvania St Ste 2500IndianapolisIN46204DIR OF LEARN/EVAL.40.000$83,376$20,421$839
SARAH HAWKINS
211 N Pennsylvania St Ste 2500IndianapolisIN46204SR PROGRAM OFFICER40.000$94,706$33,195$4,011
KATHRYN NEILSEN
211 N Pennsylvania St Ste 2500IndianapolisIN46204DIR OF COMMUN.40.000$75,563$13,714$5,277
SCOTT SEMESTER
211 N Pennsylvania St Ste 2500IndianapolisIN46204EXECUTIVE ASSISTANT40.000$81,939$14,819$2,490
FieldValueIRS element (for citing)
Other Employee Paid Over50k10OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmtAddress Line2USAddress/AddressLine2Txt
Cambridge Associates
125 High StreetBostonMA021102112Investment management services$577,526
Education Development Center
43 Foundry AvenueWalthamMA024538313Technical assistance for training programs$338,058
RTI International
3040 Cornwallis RoadResearch Triangle ParkNC27709Technical assistance for training programs$261,120
VOX Global LLC
350 Massachusetts AveIndianapolisIN46204Communication Services$174,414Suite 300
Crowe LLP
225 West Wacker DrChicagoIL606061224Accounting & Tax Services$64,950Suite 2600
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$67,662,380AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$161,803AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$259,672,095FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$327,496,278TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$327,496,278AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,912,444CashDeemedCharitableAmt
Net Vl Noncharitable Assets$322,583,834NetVlNoncharitableAssetsAmt
Minimum Investment Return$16,129,192MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$16,129,192MinimumInvestmentReturnAmt
Tax Based On Investment Income$154,899TaxBasedOnInvestmentIncomeAmt
Income Tax$0IncomeTaxAmt
Total Tax$154,899TotalTaxAmt
Distributable Before Adj$15,974,293DistributableBeforeAdjAmt
Distributable Before Ded$15,974,293DistributableBeforeDedAmt
Distributable As Adjusted$15,974,293DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$16,243,120ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$16,243,120QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$154,899PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$16,088,221AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$15,974,293DistributableAsAdjustedAmt
Undistributed Income PY$8,911,580UndistributedIncomePYAmt
Prior Year12017PriorYear1Yr
Prior Year22016PriorYear2Yr
Prior Year32015PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$16,243,120QualifyingDistributionsAmt
Applied To Year1$8,911,580AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$7,331,540AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$8,642,753UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$0ExcessFromYear1Amt
Excess From Current Year$0ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (170 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
16 Tech Community Corporation
300 N Meridian Street Suite 950IndianapolisIN46204NONESO I16 Tech Start Up Funding$250,000
16 Tech Community Corporation
300 N Meridian Street Suite 950IndianapolisIN46204NONESO I16 Tech Start Up Funding$250,000
A Children's Habitat
801 W 73rd StreetIndianapolisIN46260NONEPCMatching Grant$250
ACLU of Indiana Foundation
1031 E Washington StreetIndianapolisIN46202NONEPCMatching Grant$4,500
American Cabaret Theatre
924 N Pennsylvania StreetIndianapolisIN46204NONEPCMatching Grant$1,000
American Cabaret Theatre
924 N Pennsylvania StreetIndianapolisIN46204NONEPCMatching Grant$1,000
Arthur M Glick Jewish Community Center
6701 Hoover RoadIndianapolisIN46260NONEPCMatching Grant$600
ArtMix
1505 N Delaware StreetIndianapolisIN462024468NONEPCMatching Grant$300
Baldwin-Wallace College
275 Eastland RoadBereaOH44017NONEPCMatching Grant$1,200
Beech Grove City Schools
5334 Hornet AveBeech GroveIN46107NONEGOVPrevention Matters Substance Use Prevention Initiative for Marion County Schools$85,689
Benjamin Harrison Presidential Site
1230 N Delaware StreetIndianapolisIN46202NONEPCMatching Grant$1,800
Bishop Chatard
5885 Crittenden AvenueIndianapolisIN46220NONEPCPrevention Matters Substance Use Prevention Initiative for Marion County Schools$32,390
Booth Tarkington Civic Theatre
3 Center Green Suite 300CarmelIN46032NONEPCMatching Grant$7,500
Brebeuf Jesuit Preparatory School
2801 W 86th StreetIndianapolisIN46268NONEPCMatching Grant$2,500
Butler University
4600 Sunset AvenueIndianapolisIN462083485NONEPCMatching Grant$1,500
Butler University
4600 Sunset AvenueIndianapolisIN46208NONEPCBeautiful Boy Event with David Sheff on March 26, 2019$7,000
Butler University
4600 Sunset AvenueIndianapolisIN462083485NONEPCExpansion of Sciences Capital Project$1,000,000
Calvary Chapel of Brandon Inc
1331 Kingsway RoadBrandonFL33510NONEPCMatching Grant$12,000
Campaign for Tobacco-Free Kids
1400 Eye Street NW Suite 1200WashingtonDC20005NONEPCTobacco Coalition Support$215,000
Campus Crusade for Christ Inc
100 Lake Hart Drive 2400OrlandoFL32832NONEPCMatching Grant$1,200
Campus Crusade for Christ Inc
100 Lake Hart Drive 2400OrlandoFL32832NONEPCMatching Grant$600
Candid
4801 Courthouse Street Suite 220WilliamsburgVA23188NONEPC2019 Annual Membership$5,000
Cardinal Ritter High School
3360 West 30th StreetIndianapolisIN46222NONEPCPrevention Matters Substance Use Prevention Initiative for Marion County Schools$34,600
Cathedral High School
5335 East 56th StreetIndianapolisIN46226NONEPCPrevention Matters Substance Use Prevention Initiative for Marion County Schools$25,150
Center for Strategic & International Studies
1616 Rhode Island Ave NWWashingtonDC20036NONEPCMatching Grant$30,000
Central Indiana Corporate Partnership Foundation Inc
111 Monument Circle Suite 1800IndianapolisIN46204NONESO I2019 Annual Membership$16,500
Central Indiana Corporate Partnership Foundation Inc
111 Monument Circle Suite 1800IndianapolisIN46204NONESO IEarly Childhood Education Talent Pipeline Model$73,977
Central Indiana Corporate Partnership Foundation Inc
111 Monument Circle Suite 1800IndianapolisIN46204NONESO ICareer & Technical Education Sources and Uses Analysis, Education Communication Strategy, and Catapult Feasibility Study$98,950
Central Indiana Corporate Partnership Foundation Inc
111 Monument Circle Suite 1800IndianapolisIN46204NONESO IGeneral Operating Support for BioCrossroads$730,000
Central Indiana Corporate Partnership Foundation Inc
111 Monument Circle Suite 1800IndianapolisIN46204NONESO IYouth Apprenticeship Marion County Pilot and Statewide Community of Practice$2,000,000
Chalkbeat Indiana
1239 Broadway Suite 703 BNew YorkNY10001NONEPCGeneral Operating Support$100,000
Coburn Place Safehaven II Inc
604 East 38th StreetIndianapolisIN46205NONEPCMatching Grant$100
Cold Spring School
3650 Cold Spring RoadIndianapolisIN46222NONEPCPrevention Matters Substance Use Prevention Initiative for Marion County Schools$38,150
Columbia Business School
622 West 113th Street MAIL CODE 452New YorkNY10025NONEPCMatching Grant$2504
Crown Hill Heritage Foundation
700 West 38th StreetIndianapolisIN46208NONEPCFamily Legacy Grant designated for historic preservation and education programs$25,000
Cystic Fibrosis Foundation
4550 Montgomery AvenueBethesdaMD20814NONEPCMatching Grant$100
Damar Services Inc
6324 Kentucky AvenueCambyIN46113NONEPCMatching Grant$2,250
Dance Kaleidoscope
4603 Clarendon Road 32IndianapolisIN46208NONEPCMatching Grant$750
Early Learning Indiana
1776 N Meridian Street Suite AIndianapolisIN46202NONEPCKindergarten Readiness Indicator Spring Pilot$19,293
Early Learning Indiana
1776 N Meridian Street Suite AIndianapolisIN46202NONEPCEarly Childhood Education Talent Pipeline Model$230,300
Economic Club of Indiana Inc
1630 N Meridian StreetIndianapolisIN46202NONEPCSpeaker Sponsorship for Dr. Ursula Renold$2,500
Economic Club of Indiana Inc
1630 N Meridian StreetIndianapolisIN46202NONEPCSponsorship 2019-2020$10,000
Edison School of the Arts
777 S White River Parkway W DrIndianapolisIN46221NONEPCPrevention Matters Substance Use Prevention Initiative for Marion County Schools$1,999
Eiteljorg Museum of American Indians & Western Art
500 W Washington StreetIndianapolisIN46204NONEPCMatching Grant$3,000
EmployIndy
101 W Washington StreetIndianapolisIN46204NONEPCAdvancing Youth Apprenticeships in Indiana$20,000
Eskenazi Health Foundation Inc
720 Eskenazi Avenue Fifth Third BuiIndianapolisIN46202NONEPCMatching Grant$10,005lding
Fishtown Preservation Society Inc
PO Box 721LelandMI49654NONEPCMatching Grant$1,500
Franklin Township Community School Corporation
6141 S Franklin RdIndianapolisIN46259NONEGOVPrevention Matters Substance Use Prevention Initiative for Marion County Schools$66,173
Friends of Holliday Park
6363 Spring Mill RoadIndianapolisIN46260NONEPCMatching Grant$2,750
Grantmakers In Health
1100 Connecticut Avenue NW Suite 12WashingtonDC20036NONEPC2019 Annual Membership$5,61000
Greater Indianapolis Progress Committee
200 East Washington Street City-CouIndianapolisIN46204NONEPC2019 Annual Membership$2,200nty Building Suite 1901
GuideStar USA Inc
4801 Courthouse Street Suite 220WilliamsburgVA23188NONEPC2019 Annual Membership$5,000
Health & Hospital Corporation of Marion County
3838 North RuralIndianapolisIN462052930NONEGOVMarion County Public Health Department Safe Syringe Access & Support$231,604
Historic Landmarks Foundation of Indiana Inc dba Indiana Landmarks
1201 Central AvenueIndianapolisIN46202NONEPCFamily Legacy grant designated for general operating support$50,000
Humane Society of Indianapolis
7929 N Michigan RoadIndianapolisIN46268NONEPCMatching Grant$300
Ignite Achievement Academy
1002 W 25th StreetIndianapolisIN46208NONEPCPrevention Matters Substance Use Prevention Initiative for Marion County Schools$16,500
Immaculate Heart of Mary
5692 Central AvenueIndianapolisIN46220NONEPCMatching Grant$450
Indiana Broadcasters Foundation Inc
PO Box 902CarmelIN46082NONEPCSupport for Hall of Fame dinner and video$5,000
Indiana Chamber of Commerce Foundation
115 W Washington StreetIndianapolisIN46204NONESO IIIndiana Chamber Workforce Summit Sponsorship$3,500
Indiana Chamber of Commerce Foundation
115 W Washington Street Suite 850 SIndianapolisIN46204NONESO IIStrategic Approach to Address Workplace Substance Abuse in Indiana$50,000
Indiana Coalition to End Sexual Assault
9245 N Meridian Street Suite 227IndianapolisIN46260NONEPCMatching Grant$300
Indiana Humanities Council
1500 N Delaware StreetIndianapolisIN46202NONEPCMatching Grant$1,500
Indiana InternNet
Indiana Chamber of Commerce OfficesIndianapolisIN46204NONEPCAdvancing Youth Apprenticeships in Indiana$20,000115 W Washington St Ste 850
Indiana Philanthropy Alliance
32 E Washington Street Suite 1100IndianapolisIN462043583NONEPC2019 Legislative Luncheon for Central Indiana Funders$200
Indiana Philanthropy Alliance
32 E Washington Street Suite 1100IndianapolisIN462043583NONEPC2019 Annual Membership & Leadership Circle gift$18,750
Indiana Primary Health Care Association
429 N Pennsylvania Street Suite 333IndianapolisIN46204NONEPCIndiana Primary Health Care Association Annual Conference Sponsorship$5,000
Indiana Repertory Theatre
140 West Washington StreetIndianapolisIN46202NONEPCMatching Grant$750
Indiana University Foundation
PO Box 500BloomingtonIN474020500NONEPCMatching Grant$100
Indiana University Foundation
PO Box 500BloomingtonIN474020500NONEPCMatching Grant$300
Indiana University Foundation
PO Box 500BloomingtonIN474020500NONEPCMatching Grant$600
Indiana University Foundation
PO Box 500BloomingtonIN474020500NONEPCMatching Grant$600
Indiana University Health Foundation
1633 N Capitol Avenue Suite 1200IndianapolisIN46202NONESO ICharles Warren Fairbanks Center for Medical Ethics$50,000
Indiana University Health Foundation
1633 N Capitol Avenue Suite 1200IndianapolisIN46202NONESO IVirtual Peer Recovery Coach Expansion in Partnership with Indiana Department of Child Services$419,085
Indianapolis Children's Choir
4600 Sunset AvenueIndianapolisIN46208NONEPCMatching Grant$1,250
Indianapolis Public Schools
120 East WalnutIndianapolisIN46204NONEGOVPrevention Matters Substance Use Prevention Initiative for Marion County Schools$461,367
Indianapolis Public Schools
120 East WalnutIndianapolisIN46204NONEPCMatching Grant$600
Indianapolis Zoological Society Inc
1200 West Washington Street POBox 2IndianapolisIN462220309NONEPCMatching Grant$30,0002309
Indianapolis Zoological Society Inc
1200 West Washington Street POBox 2IndianapolisIN462220309NONEPCMatching Grant$2,2502309
Indianapolis Zoological Society Inc
1200 West Washington Street POBox 2IndianapolisIN462220309NONEPCGeneral Operating Support designated for Indianapolis Zoo gardens$50,0002309
Indianapolis Chamber of Commerce Foundation
111 Monument Circle Suite 1950IndianapolisIN46204NONESO I2020 Annual Membership$2,000
Indianapolis Chamber of Commerce Foundation
111 Monument Circle Suite 1950IndianapolisIN46204NONESO IEnterprise Efficiency Plan for Indianapolis Public Schools$250,000
Institute for Quality Education
100 West Ohio Street Suite 700IndianapolisIN46204NONEPCGeneral Operating Support$200,000
Ivy Tech Foundation
50 W Fall Creek Parkway North DriveIndianapolisIN462085752NONEPCAdvancing Youth Apprenticeships in Indiana$20,000
KIPP Indy Public Schools
1740 E 30th StIndianapolisIN46218NONEPCPrevention Matters Substance Use Prevention Initiative for Marion County Schools$55,000
Leelanau Conservancy
PO Box 1007LelandMI49654NONEPCMatching Grant$7,500
Leelanau County Cancer Foundation
P O Box 235Lake LeelanauMI49653NONEPCMatching Grant$1,500
Lyn House Inc
PO Box 11255IndianapolisIN46201NONEPCMatching Grant$600
Marian University
3200 Cold Spring RoadIndianapolisIN462221997NONEPCSupport for Implementation of Fred S. Klipsch Educators College$400,000
Matchbook Learning
1163 N Belmont AvenueIndianapolisIN46222NONEPCPrevention Matters Substance Use Prevention Initiative for Marion County Schools$50,000
Matchbook Learning
1163 N Belmont AvenueIndianapolisIN46222NONEPCPrevention Matters Substance Use Prevention Initiative for Marion County Schools$6,400
Media Impact Funders
200 W Washington Square Suite 220PhiladelphiaPA19106NONEPC2019 Annual Membership$5,000
Memorial Sloan-Kettering Cancer Center
1275 York AveNew YorkNY10021NONEPCMatching Grant$300
MSD of Warren Township
975 N Post RoadIndianapolisIN46219NONEGOVPrevention Matters Substance Use Prevention Initiative for Marion County Schools$6,000
MSD of Decatur Township
5251 Kentucky AveIndianapolisIN46221NONEGOVPrevention Matters Substance Use Prevention Initiative for Marion County Schools$49,019
MSD of Lawrence Township
Lawrence Education and Community CeIndianapolisIN46236NONEGOVPrevention Matters Substance Use Prevention Initiative for Marion County Schools$226,505nter 6501 Sunnyside Rd
MSD of Washington Township
8550 Woodfield Crossing BlvdIndianapolisIN46240NONEGOVPrevention Matters Substance Use Prevention Initiative for Marion County Schools$146,690
MSD of Wayne Township
1220 S High School RdIndianapolisIN46241NONEGOVPrevention Matters Substance Use Prevention Initiative for Marion County Schools$350,400
NCSL Foundation for State Legislatures
7700 East 1st PlaceDenverCO80230NONEPCExpand Capacity of the Governor's Workforce Cabinet$778
NCSL Foundation for State Legislatures
7700 East 1st PlaceDenverCO80230NONEPCExpand Capacity of the Governor's Workforce Cabinet$3,182
NCSL Foundation for State Legislatures
7700 East 1st PlaceDenverCO80230NONEPCExpand Capacity of the Governor's Workforce Cabinet$3,300
NCSL Foundation for State Legislatures
7700 East 1st PlaceDenverCO80230NONEPCExpand Capacity of the Governor's Workforce Cabinet$49,882
New America
740 15th Street NW Suite 900WashingtonDC20005NONEPCAdvancing Youth Apprenticeships in Indiana$250,000
New Hampshire Charitable Foundation
37 Pleasant StreetConcordNH03301NONEPCAnnual Membership for National Substance Use Disorder Funders Forum$5,000
Newfields
4000 Michigan RoadIndianapolisIN462083326NONEPCMatching Grant$6,000
Newfields
4000 Michigan RoadIndianapolisIN462083326NONEPCMatching Grant$4,500
Newfields
4000 Michigan RoadIndianapolisIN462083326NONEPCVirginia B. Fairbanks Art & Nature Park$1,400,000
Noblesville Youth Baseball
PO Box 721NoblesvilleIN46061NONEPCMatching Grant$15,000
NORC at the University of Chicago
1155 E 60th StreetChicagoIL60637NONEPCKindergarten Readiness Indicators Pilot$2,022
NORC at the University of Chicago
1155 E 60th StreetChicagoIL60637NONEPCKindergarten Readiness Indicators Pilot$2,688
NORC at the University of Chicago
1155 E 60th StreetChicagoIL60637NONEPCKindergarten Readiness Indicators Pilot$3,943
NORC at the University of Chicago
1155 E 60th StreetChicagoIL60637NONEPCKindergarten Readiness Indicators Pilot$4,506
NORC at the University of Chicago
1155 E 60th StreetChicagoIL60637NONEPCKindergarten Readiness Indicators Pilot$4,761
NORC at the University of Chicago
1155 E 60th StreetChicagoIL60637NONEPCKindergarten Readiness Indicators Pilot$9,356
NORC at the University of Chicago
1155 E 60th StreetChicagoIL60637NONEPCKindergarten Readiness Indicators Pilot$12,249
NORC at the University of Chicago
1155 E 60th StreetChicagoIL60637NONEPCKindergarten Readiness Indicators Pilot$15,441
Old School Square Center for the Arts Inc
51 N Swinton AvenueDelray BeachFL33444NONEPCMatching Grant$3,000
Perry Township Schools
6548 Orinoco AvenueIndianapolisIN46227NONEGOVPrevention Matters Substance Use Prevention Initiative for Marion County Schools$142,205
Philanthropy Roundtable
1120 20th Street NW Suite 550 SouthWashingtonDC20036NONEPC2019 Annual Membership$9,000
Phoenix Theatre
705 N Illinois StIndianapolisIN46204NONEPCMatching Grant$3,000
Pike Township Educational Foundation (Non-PM)
5353 W 71st StreetIndianapolisIN46268NONEPCMatching Grant$100
Plainfield Christian Church
800 Dan Jones RoadPlainfieldIN46168NONEPCMatching Grant$8,992
Planned Parenthood of Indiana & Kentucky Inc
200 South Meridian Street Suite 400IndianapolisIN462251055NONEPCMatching Grant$3,000
Public Impact
405A East Main StreetCarrboroNC27510NONENCOpportunity Culture in Indianapolis Public Schools$60,000
Purdue Polytechnic High School
49 W Maryland Street H10BIndianapolisIN46204NONEPCPrevention Matters Substance Use Prevention Initiative for Marion County Schools$136,345
Purdue Polytechnic High School
49 W Maryland Street H10BIndianapolisIN46204NONEPCSupport for Launch and Replication of STEM High School$250,000
Random Acts of Flowers
1057 East 54th Street Suite FIndianapolisIN46220NONEPCMatching Grant$750
Roncalli High School
3300 Prague RoadIndianapolisIN46227NONEPCPrevention Matters Substance Use Prevention Initiative for Marion County Schools$18,667
Scecina Memorial High School
5000 Nowland AveIndianapolisIN46201NONEPCPrevention Matters Substance Use Prevention Initiative for Marion County Schools$4,583
Second Presbyterian Church
7700 N Meridian StreetIndianapolisIN46260NONEPCMatching Grant$1,800
Second Presbyterian Church
7700 N Meridian StreetIndianapolisIN46260NONEPCMatching Grant$3,300
Second Presbyterian Church
7700 N Meridian StreetIndianapolisIN46260NONEPCMatching Grant$3,300
Shepherd Community
4107 E Washington StIndianapolisIN46201NONEPCShepherd Community School for Prevention Matters Substance Use Prevention Initiative for Marion County Schools$27,669
St Vincent Hospital Foundation Inc
8402 Harcourt Road Suite 210IndianapolisIN46260NONESO IFamily Legacy grant designated for physician's medical education program$50,000
Stadia New Church Strategies
P O Box 699UniontownOH44685NONEPCMatching Grant$15,000
Summer Stock Stage Inc
P O Box 55012IndianapolisIN46205NONEPCMatching Grant$6,000
Sycamore School
1750 W 64th StreetIndianapolisIN46260NONEPCMatching Grant$2,000
Teach for America
1314 N Meridian StreetIndianapolisIN46202NONEPCGeneral Operating Support$500,000
The Clear Fund
182 Howard Street Suite 208San FranciscoCA94105NONEPCMatching Grant$2,400
The Elephant Sanctuary in Tennessee DBA The Elephant Sanctuary
PO Box 393HohenwaldTN38468NONEPCMatching Grant$300
The Independence Academy
4701 N Central AveIndianapolisIN46205NONEPCPrevention Matters Substance Use Prevention Initiative for Marion County Schools$7,425
The Leukemia & Lymphoma Society
941 East 86th Street Suite 100IndianapolisIN46240NONEPCMatching Grant$4,500
The Mind Trust
1630 N Meridian Street Suite 450IndianapolisIN46202NONESO IRelay Graduate School of Education National Principals Academy Fellowship$200,000
The Mind Trust
1630 N Meridian Street Suite 450IndianapolisIN46202NONESO IGeneral Operating Support$600,000
The Ohio State University
PO Box 710811ColumbusOH432710811NONEPCMatching Grant$750
The Orchard School
615 West 64th StreetIndianapolisIN46260NONEPCPrevention Matters Substance Use Prevention Initiative for Marion County Schools$47,500
Thomas Gregg Neighborhood School
2302 E Michigan StIndianapolisIN46201NONEPCPrevention Matters Substance Use Prevention Initiative for Marion County Schools$75,000
Timmy Global Health
22 East 22nd StreetIndianapolisIN46202NONEPCMatching Grant$1,000
Traders Point Christian Church
6590 S Indianapolis RoadWhitestownIN46075NONEPCMatching Grant$500
Traders Point Christian Church
6590 S Indianapolis RoadWhitestownIN46075NONEPCMatching Grant$5,000
Traders Point Christian Schools
6600 Indianapolis RoadWhitestownIN46075NONEPCMatching Grant$5,000
Trinity Haven
3561 N Pennsylvania StreetIndianapolisIN46205NONEPCMatching Grant$100
UNCF
3737 N Meridian Street Suite 507IndianapolisIN46208NONEPCCommunity Engagement and Capacity Building$127,380
United Way of Central Indiana
2955 N Meridian Street Suite 300IndianapolisIN46208NONEPCMatching Grant$5,088
United Way of Central Indiana
2955 N Meridian Street Suite 300IndianapolisIN46208NONEPCAnnual Campaign Contribution$100,000
United Way of Monroe County
431 S College AvenueBloomingtonIN47403NONEPCMatching Grant$9,000
University of Texas Foundation
PO Box 250AustinTX787670250NONEPCMatching Grant$4,500
Urban ACT Academy
1250 E Market StreetIndianapolisIN46202NONEPCPrevention Matters Substance Use Prevention Initiative for Marion County Schools$8,052
Urban ACT Academy
1250 E Market StreetIndianapolisIN46202NONEPCPrevention Matters Substance Use Prevention Initiative for Marion County Schools$61,750
Victory College Prep
1780 Sloan AveIndianapolisIN46203NONEPCPrevention Matters Substance Use Prevention Initiative for Marion County Schools$57,000
Village of Merici
5023 E 56th St 320BIndianapolisIN462261471NONEPCMatching Grant$375
Vincennes University Foundation
1002 North First StreetVincennesIN47591NONEPCAdvancing Youth Apprenticeships in Indiana$20,000
Wabash College
PO Box 352 301 W Wabash AvenueCrawfordsvilleIN479330352NONEPCMatching Grant$1,800
Wabash College
PO Box 352 301 W Wabash AvenueCrawfordsvilleIN479330352NONEPCMatching Grant$3,750
WFYI
1630 N Meridian StreetIndianapolisIN462021429NONEPCMatching Grant$3,750
WFYI
1630 N Meridian StreetIndianapolisIN462021429NONEPCMatching Grant$250
WFYI
1630 N Meridian StreetIndianapolisIN462021429NONEPCSupport to Increase Public Health Journalism$300,000
Wheeler Mission Ministries
205 East New York StreetIndianapolisIN46204NONEPCMatching Grant$250
Woodstock Historical Foundation
1301 West 38th StreetIndianapolisIN46208NONEPCMatching Grant$250
Young Life
420 N Cascade AvenueColorado SpringsCO80903NONEPCMatching Grant$100
Young Life
420 N Cascade AvenueColorado SpringsCO80903NONEPCMatching Grant$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$13,343,145TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (42 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
Beech Grove City Schools
5334 Hornet AveBeech GroveIN46107NONEGOVPrevention Matters Implementation Grant - Round 1$53,789
Bishop Chatard
5885 Crittenden AvenueIndianapolisIN46220NONEPCPrevention Matters Implementation Grant - Round 1$32,390
Butler University
4600 Sunset AvenueIndianapolisIN46208NONEPCExpansion of the Sciences Capital Project$5,000,000
Cardinal Ritter High School
3360 West 30th StreetIndianapolisIN46222NONEPCPrevention Matters Implementation Grant - Round 1$38,505
Cathedral High School
5335 East 56th StreetIndianapolisIN46226NONEPCPrevention Matters Implementation Grant - Round 1$23,350
Central Indiana Corporate Partnership Foundation Inc
111 Monument Circle Suite 1800IndianapolisIN46204NONESO IGeneral Operating Support for BioCrossroads$750,000
Central Indiana Corporate Partnership Foundation Inc
111 Monument Circle Suite 1800IndianapolisIN46204NONESO IYouth Apprenticeship Marion County Pilot and Statewide Community of Practice$1,000,000
Cold Spring School
3650 Cold Spring RoadIndianapolisIN46222NONEPCPrevention Matters Implementation Grant - Round 1$38,150
Early Learning Indiana
1776 N Meridian Street Suite AIndianapolisIN46202NONEPCEarly Childhood Education Talent Pipeline Model$319,700
EdChoice (2019-2020)
111Monument Circle Suite 2650IndianapolisIN46204NONEPCGeneral Operating Support for Model State Initiative$200,000
Edison School of the Arts
777 S White River Parkway W DrIndianapolisIN46221NONEPCPrevention Matters Implementation Grant - Round 1$1,999
Father Thomas Scecina Memorial High School
5000 Nowland AveIndianapolisIN46201NONEPCPrevention Matters Implementation Grant - Round 1$16,407
Franklin Township Community School Corporation
6141 S Franklin RdIndianapolisIN46259NONEGOVPrevention Matters Implementation Grant - Round 1$63,357
Health & Hospital Corporation of Marion County
3838 North RuralIndianapolisIN46205NONEGOVMarion County Public Health Department Safe Syringe Access & Support$933,146
Ignite Achievement Academy
1002 W 25th StreetIndianapolisIN46208NONEPCPrevention Matters Implementation Grant - Round 2$10,500
Indianapolis Chamber of Commerce Foundation
115 W Washington StreetIndianapolisIN46204NONESO IEnterprise Efficiency Plan for Indianapolis Public Schools$250,000
Indiana University Health Foundation
1633 N Capitol Avenue Suite 1200IndianapolisIN46202NONESO IVirtual Peer Recovery Coach Expansion in partnership with Indiana Department of Child Services$394,085
Indianapolis Public Schools
120 East WalnutIndianapolisIN46204NONEGOVPrevention Matters Implementation Grant - Round 1$485,610
Ivy Tech Foundation
50 W Fall Creek Parkway North DriveIndianapolisIN46208NONEPCCareer Coaching and Employer Connection Initiative in Marion County$1,092,860
KIPP Indy Public Schools
1740 E 30th StIndianapolisIN46218NONEPCPrevention Matters Implementation Grant - Round 1$58,000
Marian University
3200 Cold Spring RoadIndianapolisIN46222NONEPCSupport for Implementation of Fred S. Klipsch Educators College$500,000
Matchbook Learning
1163 N Belmont AvenueIndianapolisIN46222NONEPCPrevention Matters Implementation Grant - Round 1$60,436
MSD of Decatur Township
5275 Kentucky AveIndianapolisIN46221NONEGOVPrevention Matters Implementation Grant - Round 1$88,219
MSD of Lawrence Township
Lawrence Education and Community CeIndianapolisIN46236NONEGOVPrevention Matters Implementation Grant - Round 1$210,221nter 6501 Sunnyside Road
MSD of Warren Township
975 N Post RoadIndianapolisIN46219NONEGOVPrevention Matters Implementation Grant - Round 2$5,000
MSD of Washington Township
8550 Woodfield Crossing BlvdIndianapolisIN46240NONEGOVPrevention Matters Implementation Grant - Round 2$293,380
MSD of Wayne Township
1220 S High School RdIndianapolisIN46241NONEGOVPrevention Matters Implementation Grant - Round 1$350,400
Newfields
4000 Michigan RoadIndianapolisIN46208NONEPCVirginia B. Fairbanks Art & Nature Park$8,000,000
Perry Township Schools
6548 Orinoco AvenueIndianapolisIN46227NONEGOVPrevention Matters Implementation Grant - Round 1$142,205
Purdue Polytechnic High School
49 W Maryland Street Space H10BIndianapolisIN46204NONEPCPrevention Matters Implementation Grant - Round 1$136,945
Roncalli High School
3300 Prague RoadIndianapolisIN46227NONEPCPrevention Matters Implementation Grant - Round 1$40,686
Shepherd Community
4107 E Washington StIndianapolisIN46201NONEPCShepherd Community School Prevention Matters Implementation Grant - Round 1$37,808
Teach for America
1314 N Meridian StreetIndianapolisIN46202NONEPCGeneral Operating Support$500,000
The Independence Academy
4701 N Central AveIndianapolisIN46205NONEPCPrevention Matters Implementation Grant - Round 1$6,470
The Mind Trust
1630 N Meridian Street Suite 450IndianapolisIN46202NONESO IRelay Graduate School of Education National Principals Academy Fellowship$990,000
The Mind Trust
1630 N Meridian Street Suite 450IndianapolisIN46202NONESO IGeneral Operating Support$2,400,000
The Orchard School
615 West 64th StreetIndianapolisIN46260NONEPCPrevention Matters Implementation Grant - Round 1$47,500
Thomas Gregg Neighborhood School
2302 E Michigan StIndianapolisIN46201NONEPCPrevention Matters Implementation Grant - Round 1$72,500
University High School
2825 West 116th StreetCarmelIN46032NONEPCFinancial and Development Consultants$250,000
Urban ACT Academy
1250 E Market StreetIndianapolisIN46202NONEPCPrevention Matters Implementation Grant - Round 2$137,889
Victory College Prep (formerly Lighthouse Academies of Indiana)
1780 Sloan AveIndianapolisIN46203NONEPCPrevention Matters Implementation Grant - Round 1$9,859
WFYI
1630 N Meridian StreetIndianapolisIN46202NONEPCSupport to Increase Public Health Journalism$300,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$25,341,366TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$467,347ExclusionAmt
Related Or Exempt Function Incm$16,241RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Business523000BusinessCd
Unrelated Business Taxbl Incm$32,078UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion$4,514,657ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business523000BusinessCd
Unrelated Business Taxbl Incm$59,235UnrelatedBusinessTaxblIncmAmt
Exclusion18ExclusionCd
Exclusion$13,289,737ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business523000BusinessCd
Unrelated Business Taxbl Incm$86,441UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion$2,444,912ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$177,754UnrelatedBusinessTaxblIncmAmt
Exclusion$20,716,653ExclusionAmt
Related Or Exempt Function Incm$16,241RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$20,910,648TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccounting FeesCategoryTxt
Amt$66,114Amt
Net Investment Income$39,668NetInvestmentIncomeAmt
Disbursements Charitable Prps$26,446DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (3 entries)

PropertyPropertyDescComputation MethodComputationMethodTxtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmt
FIXED ASSETSSTRAIGHT LINE$76,309$11,446
DEPLETION$528,772$205,137
SECTION 179 DEDUCTION FROM FLOW THROUGH INVESTMENTS$219$0

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PUBLIC IMPACTBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1405-A EAST MAIN STREETAddressLine1Txt
CityCARRBOROCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27510ZIPCd
FieldValueIRS element (for citing)
Grant2019-06-24GrantDt
Grant$60,000GrantAmt
Purpose Of GrantSupport for Opportunity Culture in Indianapolis Public Schools for the 2019-2020 School Year.PurposeOfGrantTxt
Expended By Grantee$60,000ExpendedByGranteeAmt
Any Diversion By Grantee0AnyDiversionByGranteeTxt
Dates Of Reports By Grantee1/31/2020 AND 7/31/2020DatesOfReportsByGranteeTxt
Verification2020-07-31VerificationDt
Results Of VerificationPublic 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.ResultsOfVerificationTxt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)

AssetAssetDescHow AcquiredHowAcquiredTxtGross Sales PriceGrossSalesPriceAmtTotal NetTotalNetAmtBasisBasisAmt
AVAILABLE UPON REQUEST
GAIN/LOSS FROM PUBLICLY TRADED SECURITIESP$3,793,544$3,793,544
AVAILABLE UPON REQUEST
GAIN/LOSS FROM ASSET DISPOSALP$0-$1,933$1,933
AVAILABLE UPON REQUEST
GAIN/LOSS FROM PASS-THROUGH INVESTMENTSP$9,557,360$9,557,360

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCOMMON STOCKStockNm
EOY Book Value$7,222,457EOYBookValueAmt
EOYFMV$7,222,457EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$20,861,872USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$20,861,872USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
SHORT TERM INVESTMENTSFMV$10,011,984$10,011,984
HEDGE FUNDSFMV$87,507,033$87,507,033
OTHER ALTERNATIVE INVESTMENTSFMV$193,057,136$193,057,136
FAIRBANKS LIQUIDATING TRUSTFMV$3,548,694$3,548,694

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (2 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
COMPUTERS AND SOFTWARE$135,932$104,723$31,209$31,209
FURNITURE AND FIXTURES$450,438$211,900$238,538$238,538

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLegal FeesCategoryTxt
Legal Fees$22,166LegalFeesAmt
Net Investment Income$3,325NetInvestmentIncomeAmt
Disbursements Charitable Prps$18,841DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (22 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PORTFOLIO INCOME DEDUCTIONS$79,297$79,297
K-1: CASH CONTRIBUTIONS$207$143
K-1: OTHER DEDUCTIONS$3,540,638$3,230,342
K-1: NON-DEDUCTIBLE EXPENSES$4,857
COMMUNICATIONS$185,374$185,374
ADVERTISING$21,200$21,200
SOFTWARE FEES AND CONSULTING$54,874$8,231$46,643
COMPUTER SUPPLIES AND MAINTENANCE$43,774$6,566$37,208
TELECOMMUNICATIONS$10,866$1,630$9,236
MEALS AND ENTERTAINMENT$9,778$1,467$8,311
BANK SERVICE CHARGES$888$133$755
PAYROLL SERVICE CHARGES$6,466$970$5,496
INSURANCE EXPENSE$21,597$3,240$18,357
OFFICE SUPPLIES AND PRINTING$25,649$3,847$21,802
POSTAGE AND FREIGHT$1,054$158$896
DUES, SUBSCRIPTIONS & PUBLICATIONS$12,103$1,815$10,288
RECRUITMENT EXPENSE$19,557$2,934$16,623
MISCELLANEOUS EXPENSE$142$21$121
INTERNAL GRANTMAKING ACTIVITY$80,327$80,327
EVALUATION$182,100$182,100
PREVENTION MATTERS - NONGRANT$602,144$602,144
TELEPHONE$5,188$778$4,410

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INVESTMENT RELATED INCOMEDesc
Revenue And Expenses Per Books$2,531,356RevenueAndExpensesPerBooksAmt
Net Investment Income$2,444,912NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINDesc
Amt$29,198,193Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CUSTODIAL FEES$2,374$2,374
INVESTMENT MANAGER FEES$327,254$327,254
CAMBRIDGE CONSULTANT FEES$577,526$577,526
MISCELLANEOUS PROFESSIONAL FEES$10,215$10,215

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
TAXES - FOREIGN$99,267$99,265
TAX EXPENSE$274,058