GREATER LAFAYETTE COMMUNITY FOUNDATION: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- GREATER LAFAYETTE COMMUNITY FOUNDATION (EIN 23-7147996)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-22
- IRS object ID
- 202012969349300816
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-22T11:03:33-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 352055043 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUTH THOMPSON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 970 | AddressLine1Txt |
| City | LAFAYETTE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 479020970 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237147996 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREATER LAFAYETTE COMMUNITY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GREA | BusinessNameControlTxt |
| Phone | 7657429078 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 MAIN STREET SUITE 100 | AddressLine1Txt |
| City | LAFAYETTE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 479011327 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM DAVID LASATER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7657429078 | PhoneNum |
| Signature | 2020-10-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NATHAN KYLE CLARK | PreparerPersonNm |
| PTIN | P01244657 | PTIN |
| Phone | 7654285000 | PhoneNum |
| Preparation | 2020-10-22 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 72.12.198.72 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-22 | IPDt |
| IP Tm | 11:03:33 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 62CD48560652344EBD30BC8FB7AB6AF3B01EDE81 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CDE2C8E68F6C051ABE052CF70A2ABE6C0CF85D5E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE SCHEDULE O | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | WILLIAM DAVID LASATER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 MAIN STREET SUITE 100 | AddressLine1Txt |
| City | LAFAYETTE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,861,277 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CFGLAF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1970 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE COMMUNITY FOUNDATION OF GREATER LAFAYETTE IS TO INSPIRE, NURTURE, AND PRACTICE PHILANTHROPY, STEWARDSHIP, AND LEADERSHIP IN THE COMMUNITIES WE SERVE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Total Volunteers | 37 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $6,195,407 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,843,313 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $14,646 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $15,129 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,160,546 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,317,025 | CYInvestmentIncomeAmt |
| PY Other Revenue | $39,019 | PYOtherRevenueAmt |
| CY Other Revenue | $33,941 | CYOtherRevenueAmt |
| PY Total Revenue | $8,409,618 | PYTotalRevenueAmt |
| CY Total Revenue | $6,209,408 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,752,179 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,021,341 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $473,581 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $501,244 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $272,499 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $398,832 | PYOtherExpensesAmt |
| CY Other Expenses | $450,367 | CYOtherExpensesAmt |
| PY Total Expenses | $2,624,592 | PYTotalExpensesAmt |
| CY Total Expenses | $2,972,952 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,785,026 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,236,456 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $59,536,159 | TotalAssetsBOYAmt |
| Total Assets EOY | $70,324,355 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $12,716,757 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,007,873 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $46,819,402 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $57,316,482 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MISSION OF THE COMMUNITY FOUNDATION OF GREATER LAFAYETTE IS TO INSPIRE, NURTURE, AND PRACTICE PHILANTHROPY, STEWARDSHIP, AND LEADERSHIP IN THE COMMUNITIES WE SERVE. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $2,172,049 | ExpenseAmt |
| Grant | $1,826,681 | GrantAmt |
| Revenue | $15,129 | RevenueAmt |
| Desc | THE ORGANIZATION SUPPORTS THE COMMUNITY BY EDUCATING POTENTIAL DONORS, CAREFULLY INVESTING AND STEWARDING FUNDS RAISED, AND SUPPORTING NUMEROUS LOCAL NOT-FOR-PROFIT ORGANIZATIONS THROUGH GRANTS. GRANTS MADE FROM DISCRETIONARY FUNDS ARE GENERALLY FOR CAPITAL AND CAPACITY BUILDING PURPOSES, WHILE GRANTS FROM DESIGNATED, DONOR-ADVISED AND FIELD OF INTEREST FUNDS MAY BE USED AT THE AGENCIES' DISCRETION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $194,660 | ExpenseAmt |
| Grant | $194,660 | GrantAmt |
| Desc | SCHOLARSHIPS | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,366,709 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 4 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 7 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANGELA STRADER | PersonNm |
| Phone | 7657429078 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 MAIN STREET SUITE 100 | AddressLine1Txt |
| City | LAFAYETTE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47901 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| MARIANNE ROSE | ||||||
| FORMER PRESI | 40.00 | Yes (X) | Yes (X) | $143,228 | $0 | $12,872 |
| TOM BUSCH | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PRIS GERDE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANDY GUTWEIN | ||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GARY HENRIOTT | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LES HUDDLE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LETA KELLEY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JENNIFER KERR | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM DAVID LASATER | ||||||
| PRESIDENT | 40.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| STEPHANIE LONG | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID MCGAUGHEY | ||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DEB MIKELS | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RICK OLSON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LINDA ROHRMAN | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JENNIFER RUSSELL | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GREG SMITH | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $143,228 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $12,872 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $3,843,313 | AllOtherContributionsAmt |
| Total Contributions | $3,843,313 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GEN. SUPPORT REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $15,129 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $15,129 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $15,129 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,036,328 | TotalRevenueColumnAmt |
| Exclusion | $2,036,328 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,956 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,956 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,956 | TotalRevenueColumnAmt |
| Exclusion | $2,956 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,932,566 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,651,869 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $280,697 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $280,697 | TotalRevenueColumnAmt |
| Exclusion | $280,697 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| OTHER INCOME | 900099 | $27,419 | $27,419 |
| OPERATING ENDOWMENT INCOME | 900099 | $2,573 | $2,573 |
| OTHER UR INCOME | 900099 | $993 | $993 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $30,985 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,209,408 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $46,114 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $2,319,981 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,826,681 | TotalAmt |
| Program Services | $1,826,681 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $194,660 | TotalAmt |
| Program Services | $194,660 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,100 | TotalAmt |
| Program Services | $46,830 | ProgramServicesAmt |
| Management And General | $31,220 | ManagementAndGeneralAmt |
| Fundraising | $78,050 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $280,638 | TotalAmt |
| Program Services | $99,366 | ProgramServicesAmt |
| Management And General | $84,696 | ManagementAndGeneralAmt |
| Fundraising | $96,576 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,819 | TotalAmt |
| Program Services | $8,459 | ProgramServicesAmt |
| Management And General | $7,237 | ManagementAndGeneralAmt |
| Fundraising | $8,123 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,675 | TotalAmt |
| Program Services | $2,577 | ProgramServicesAmt |
| Management And General | $2,052 | ManagementAndGeneralAmt |
| Fundraising | $3,046 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,012 | TotalAmt |
| Program Services | $11,086 | ProgramServicesAmt |
| Management And General | $8,827 | ManagementAndGeneralAmt |
| Fundraising | $13,099 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $311 | TotalAmt |
| Management And General | $311 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,880 | TotalAmt |
| Management And General | $16,880 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,329 | TotalAmt |
| Management And General | $145,329 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125 | TotalAmt |
| Management And General | $125 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $418 | TotalAmt |
| Fundraising | $418 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,294 | TotalAmt |
| Program Services | $18,785 | ProgramServicesAmt |
| Management And General | $13,126 | ManagementAndGeneralAmt |
| Fundraising | $19,383 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,000 | TotalAmt |
| Program Services | $8,035 | ProgramServicesAmt |
| Management And General | $6,025 | ManagementAndGeneralAmt |
| Fundraising | $8,940 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,460 | TotalAmt |
| Program Services | $41,901 | ProgramServicesAmt |
| Management And General | $9,668 | ManagementAndGeneralAmt |
| Fundraising | $12,891 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,266 | TotalAmt |
| Management And General | $2,244 | ManagementAndGeneralAmt |
| Fundraising | $5,022 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,187 | TotalAmt |
| Program Services | $16,371 | ProgramServicesAmt |
| Management And General | $3,778 | ManagementAndGeneralAmt |
| Fundraising | $5,038 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,465 | TotalAmt |
| Program Services | $828 | ProgramServicesAmt |
| Management And General | $659 | ManagementAndGeneralAmt |
| Fundraising | $978 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| GRANT EXPENSE | $51,664 | $51,664 | |
| DEVELOPMENT ACTIVITIES/EV | $18,097 | $18,097 | |
| PROGRAM EXPENSES | $16,774 | $16,774 | |
| OTHER TR EXPENSES | $15,000 | $15,000 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,097 | TotalAmt |
| Program Services | $7,692 | ProgramServicesAmt |
| Management And General | $1,567 | ManagementAndGeneralAmt |
| Fundraising | $2,838 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,972,952 | TotalAmt |
| Program Services | $2,366,709 | ProgramServicesAmt |
| Management And General | $333,744 | ManagementAndGeneralAmt |
| Fundraising | $272,499 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $911 | BOYAmt |
| EOY | $11,557 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,317,480 | BOYAmt |
| EOY | $1,586,719 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,683,104 | BOYAmt |
| EOY | $37,860 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,826 | BOYAmt |
| EOY | $45,186 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $413,708 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $232,254 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $206,641 | BOYAmt |
| EOY | $181,454 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,276,714 | BOYAmt |
| EOY | $68,459,000 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,483 | BOYAmt |
| EOY | $2,579 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,536,159 | BOYAmt |
| EOY | $70,324,355 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,183 | BOYAmt |
| EOY | $101,822 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $540,880 | BOYAmt |
| EOY | $483,854 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,138,876 | BOYAmt |
| EOY | $1,363,691 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,927,818 | BOYAmt |
| EOY | $11,058,506 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,716,757 | BOYAmt |
| EOY | $13,007,873 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,355,872 | BOYAmt |
| EOY | $11,386,247 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,463,530 | BOYAmt |
| EOY | $45,930,235 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,819,402 | BOYAmt |
| EOY | $57,316,482 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,536,159 | BOYAmt |
| EOY | $70,324,355 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,236,456 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $8,286,780 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,026,156 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,616,757 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,381,788 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,682,137 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,983,222 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,107,858 | CurrentTaxYearAmt |
| Total | $13,771,762 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,616,757 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,381,788 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,682,137 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,983,222 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,107,858 | CurrentTaxYearAmt |
| Total | $13,771,762 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,272,096 | SubstantialContributorsTotAmt |
| Public Support Total170 | $11,499,666 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,352,055 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,273,298 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,889,908 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,190,901 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,039,284 | CurrentTaxYearAmt |
| Total | $8,745,446 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $67,672 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $31,079 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,248 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $36,944 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,985 | CurrentTaxYearAmt |
| Total | $188,928 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $22,706,136 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $147,059 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.50650 | PublicSupportCY170Pct |
| Public Support PY170 | 0.51200 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SUPPORTING SCHEDULE | BEQUEST 706,525 BEQUEST 10,000 BEQUEST 18,930 |
| PART II, LINE 10 | OPERATING ENDOWMENT INCOME 24,298 OTHER INCOME 164,630 |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 44 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $264,596 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $346,610 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $8,643,223 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | Yes (true) | AgentTrusteeEtcInd |
| Beginning Balance | $1,138,876 | BeginningBalanceAmt |
| Additions During Year | $243,094 | AdditionsDuringYearAmt |
| Distributions During Year | $18,279 | DistributionsDuringYearAmt |
| Ending Balance | $1,363,691 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $44,779,351 | BeginningYearBalanceAmt |
| Contributions | $3,619,243 | ContributionsAmt |
| Investment Earnings Or Losses | $8,874,648 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,238,460 | OtherExpendituresAmt |
| End Year Balance | $55,034,782 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $45,013,097 | BeginningYearBalanceAmt |
| Contributions | $5,595,326 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,662,271 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,166,801 | OtherExpendituresAmt |
| End Year Balance | $44,779,351 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $37,690,491 | BeginningYearBalanceAmt |
| Contributions | $3,375,798 | ContributionsAmt |
| Investment Earnings Or Losses | $5,773,354 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,826,546 | OtherExpendituresAmt |
| End Year Balance | $45,013,097 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,140,887 | BeginningYearBalanceAmt |
| Contributions | $2,628,533 | ContributionsAmt |
| Investment Earnings Or Losses | $3,441,658 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | -$479,413 | OtherExpendituresAmt |
| End Year Balance | $37,690,491 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $30,793,012 | BeginningYearBalanceAmt |
| Contributions | $3,161,614 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,031,745 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,781,994 | OtherExpendituresAmt |
| End Year Balance | $31,140,887 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.15700 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.67700 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.16600 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $28,500 | OtherCostOrOtherBasisAmt |
| Book Value | $28,500 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $144,839 | OtherCostOrOtherBasisAmt |
| Depreciation | $104,504 | DepreciationAmt |
| Book Value | $40,335 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $155,627 | OtherCostOrOtherBasisAmt |
| Depreciation | $57,063 | DepreciationAmt |
| Book Value | $98,564 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $84,742 | OtherCostOrOtherBasisAmt |
| Depreciation | $70,687 | DepreciationAmt |
| Book Value | $14,055 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $181,454 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| LIABILITY TO OTHER ORGANIZATIONS | $7,773,655 |
| CRAT ANNUITY PAYABLE | $1,590,776 |
| LIFE INTEREST PAYABLE | $704,357 |
| REFUNDABLE ADVANCE | $703,024 |
| LIAB TO OTHER BENEFICIARY | $248,570 |
| REFUNDABLE ADVANCE | $38,124 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $11,058,506 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $13,045,345 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $8,286,780 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $8,286,780 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,758,565 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $127,047 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $1,323,796 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,450,843 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $6,209,408 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,548,265 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $2,548,265 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $127,047 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $297,640 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $424,687 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,972,952 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 2, PART IV, LINE 1B | OTHER ORGANIZATIONS HAVE FUNDS INVESTED IN THE MANAGED INVESTMENT ACCOUNTS OF THE COMMUNITY FOUNDATION OF GREATER LAFAYETTE. |
| SCHEDULE D, PAGE 2, PART IV, LINE 2B | SEE RESPONSE TO PART IV, LINE 1B ABOVE. |
| SCHEDULE D, PAGE 2, PART V, LINE 4 | ENDOWMENT FUNDS ARE ESTABLISHED FOR GRANTING AND SCHOLARSHIPS. |
| SCHEDULE D, PAGE 3, PART X | ACCOUNTING STANDARDS REQUIRES ENTITIES TO DISCLOSE IN THEIR FINANCIAL STATEMENTS THE NATURE OF ANY UNCERTAINTIES IN THEIR TAX POSITION. TAX YEARS INCLUDING 2016 AND LATER ARE SUBJECT TO EXAMINATION BY TAX AUTHORITIES. AREAS THAT IRS AND STATE TAX AUTHORITIES CONSIDER WHEN EXAMINING TAX RETURNS OF A CHARITY INCLUDE, BUT MAY NOT BE LIMITED TO, TAX-EXEMPT STATUS AND THE EXISTENCE AND AMOUNT OF UNRELATED BUSINESS INCOME. THE ORGANIZATION DOES NOT BELIEVE THAT IT HAS ANY UNCERTAIN TAX POSITIONS WITH RESPECT TO THESE OR OTHER MATTERS, AND THEREFORE HAS NOT RECORDED ANY UNRECOGNIZED TAX BENEFITS OR LIABILITIES. THE ORGANIZATION IS NOT AWARE OF ANY CIRCUMSTANCES OR EVENTS THAT MAKE IT REASONABLY POSSIBLE THAT TAX BENEFITS MAY INCREASE OR DECREASE WITHIN 12 MONTHS OF THE DATE OF THESE FINANCIAL STATEMENTS. |
| SCHEDULE D, PAGE 4, PART XI, LINE 4B | FASB 136 ADJUSTMENT 250,076 FASB 136 UNREALIZED GAIN ON INVESTMENTS 1,073,720 |
| SCHEDULE D, PAGE 4, PART XII, LINE 4B | FASB 136 ADJUSTMENT 297,640 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (57 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ART MUSEUM OF GREATER LAFAYETTE | |||||||
| 102 S 10TH ST | LAFAYETTE | IN | 47905 | 350828754 | 3 | $42,132 | AGENCY MISSION |
| BAUER FAMILY RESOURCES | |||||||
| PO BOX 1186 | LAFAYETTE | IN | 479021186 | 351165883 | 3 | $71,655 | RENOVATIONS |
| BIG BROTHERS BIG SISTERS | |||||||
| 2000 ELMWOOD AVE | LAFAYETTE | IN | 47904 | 351157567 | 3 | $5,799 | COPIER |
| BOY SCOUTS OF AMERICA | |||||||
| PO BOX 6753 | LAFAYETTE | IN | 47903 | 350867972 | 3 | $5,500 | HVAC |
| CITY OF MONTICELLO PARKS DEPT | |||||||
| 904 CITY PARK LOOP | MONTICELLO | IN | 47960 | 356001121 | GOV | $15,000 | RIVERWALK |
| THOMAS DUNCAN HALL INC | |||||||
| 619 FERRY STREET | LAFAYETTE | IN | 47901 | 202270091 | 3 | $23,300 | REPAIRS & RESTORE |
| FAITH COMMUNITY DEVELOPMENT CORP | |||||||
| 5526 SR 26 EAST | LAFAYETTE | IN | 47905 | 464178872 | 3 | $7,386 | SECURITY SYSTEM |
| FARM AT PROPHETSTOWN | |||||||
| PO BOX 331 | BATTLE GROUND | IN | 47920 | 351961521 | 3 | $5,079 | AGENCY MISSION |
| FOOD FINDERS FOOD BANK | |||||||
| 1204 GREENBUSH STREET | LAFAYETTE | IN | 47904 | 311020019 | 3 | $16,132 | PALLET JACKS & MEALS |
| FRANCISCAN ALLIANCE FOUNDATION INC | |||||||
| 3510 PARK PLACE WEST STE 200 | MISHAWAKA | IN | 46545 | 351955283 | 3 | $10,000 | LUNG CANCER EDUCATIO |
| GOOD SHEPHERD UNITED METHODIST CHUR | |||||||
| 13110 MOSS RD | CHARLOTTE | NC | 28273 | 561755452 | 3 | $7,775 | AGENCY MISSION |
| HANNA COMMUNITY CENTER | |||||||
| 2000 ELMWOOD AVE STE A | LAFAYETTE | IN | 47904 | 311024517 | 3 | $7,500 | 14 PASSENGER BUS |
| HAPPY TAILS ANIMAL CARE | |||||||
| PO BOX 374 | BUFFALO | IN | 47929 | 351437844 | 3 | $10,000 | ROOF |
| HEARTFORD HOUSE | |||||||
| 703 N 36TH STREET | LAFAYETTE | IN | 47905 | 274451686 | 3 | $6,862 | FURNITURE |
| HOME WITH HOPE INC | |||||||
| 1119 FERRY STREET | LAFAYETTE | IN | 47901 | 310889885 | 3 | $7,110 | SECURITY SYSTEM |
| HOMESTEAD CONSULTING | |||||||
| 671 N 36TH STREET | LAFAYETTE | IN | 47905 | 311057335 | 3 | $15,000 | FINANCIAL LITERACY |
| INDIANA GOLF FOUNDATION INC | |||||||
| PO BOX 516 | FRANKLIN | IN | 46131 | 352145820 | 3 | $7,000 | FIRST TEE PROGRAM |
| IU HEALTH ARNETT FOUNDATION | |||||||
| PO BOX 5545 | LAFAYETTE | IN | 47903 | 356079797 | 3 | $17,531 | AGENCY MISSION |
| IU HEALTH WHITE MEMORIAL HOSPITAL | |||||||
| 128 S ILLINOIS STREET | MONTICELLO | IN | 47960 | 351140233 | 3 | $7,503 | AGENCY MISSION |
| JOYFUL JOURNEY INC | |||||||
| 600 LINDBERG ROAD | WEST LAFAYETTE | IN | 47906 | 463599080 | 3 | $14,040 | CHAIRS |
| JUNIOR ACHIEVEMENT OF GREATER LAF | |||||||
| 3001 CREASY LANE | LAFAYETTE | IN | 47905 | 350922731 | 3 | $11,521 | EQUIPMENT & MISSION |
| LAFAYETTE CATHOLIC SCHOOL SYSTEM | |||||||
| 2410 S 9TH ST | LAFAYETTE | IN | 47909 | 351376312 | 3 | $11,000 | AGENCY MISSION |
| LAFAYETTE FAMILY YMCA | |||||||
| 1950 S 18TH STREET | LAFAYETTE | IN | 479052099 | 350868213 | 3 | $33,220 | CHILDCARE & KITCHEN |
| LAFAYETTE ROTARY CLUB FOUNDATION | |||||||
| PO BOX 3923 | WEST LAFAYETTE | IN | 47996 | 237330575 | 3 | $38,580 | AGENCY MISSION |
| LAFAYETTE SCHOOL CORPORATION | |||||||
| 2300 CASON ST | LAFAYETTE | IN | 47905 | 356002558 | GOV | $6,000 | GOLF & MUSIC PROG |
| LAFAYETTE TREE FUND | |||||||
| 1915 SCOTT STREET | LAFAYETTE | IN | 47904 | 351896066 | 3 | $5,781 | AGENCY MISSION |
| LEADERSHIP LAFAYETTE | |||||||
| 250 MAIN ST STE 460 | LAFAYETTE | IN | 479011286 | 351537584 | 3 | $41,316 | AGENCY MISSION |
| LEGAL AID CORPORATION | |||||||
| 212 N 5TH STREET | LAFAYETTE | IN | 47901 | 351187794 | 3 | $12,120 | AGENCY MISSION |
| LIBERTY TOWNSHIP TRUSTEE | |||||||
| PO BOX 432 | MONTICELLO | IN | 47960 | 351704149 | 3 | $10,000 | BUFFALO COMM PARK |
| LONG CENTER | |||||||
| 111 N 6TH ST | LAFAYETTE | IN | 479011415 | 350457570 | 3 | $20,393 | AGENCY MISSION |
| LTHC HOMELESS SERVICES | |||||||
| 615 N 18TH STREET STE 102 | LAFAYETTE | IN | 47904 | 351781229 | 3 | $59,860 | COMPUTERS & STOVE |
| LONG CENTER THEATRE ORGAN SOCIETY | |||||||
| PO BOX 177 | LAFAYETTE | IN | 47902 | 311253089 | 3 | $7,500 | PLATFORM & WAGON |
| LYN TREECE BOYS & GIRLS CLUB | |||||||
| 1529 N 10TH ST | LAFAYETTE | IN | 47904 | 351262269 | 3 | $51,977 | ROOF/SECURITY/MISSIO |
| MENTAL HEALTH AMERICA WABASH VALLEY | |||||||
| 914 SOUTH STREET | LAFAYETTE | IN | 47901 | 383653969 | 3 | $32,639 | AGENCY MISSION |
| MONTICELLO UNION TOWNSHIP LIBRARY | |||||||
| 321 WEST BROADWAY ST | MONTICELLO | IN | 47960 | 351417640 | GOV | $21,262 | AGENCY MISSION |
| NICHES LAND TRUST | |||||||
| 1782 N 400 E | LAFAYETTE | IN | 47905 | 351964901 | 3 | $13,099 | EQUIPMENT |
| OUR LADY OF THE LAKES CATHOLIC CHUR | |||||||
| 543 S MAIN ST | MONTICELLO | IN | 47960 | 351061715 | 3 | $5,558 | AGENCY MISSION |
| PURDUE FOUNDATION INC | |||||||
| 403 W WOOD ST | WEST LAFAYETTE | IN | 47907 | 310958507 | 3 | $12,248 | AGENCY MISSION |
| RANDOLPH TOWNSHIP | |||||||
| 11319 US HIGHWAY 231 S | ROMNEY | IN | 47981 | 351734138 | GOV | $12,273 | AGENCY MISSION |
| RIGGS COMMUNITY HEALTH CENTER | |||||||
| 1716 HARTFORD STREET | LAFAYETTE | IN | 47904 | 351965865 | 3 | $12,456 | AGENCY MISSION |
| RIGHT STEPS CHILD DEVELOPMENT CENTE | |||||||
| 100 SAW MILL RD STE 1200 | LAFAYETTE | IN | 47905 | 351386694 | 3 | $100,061 | IMAGINATION LIBRARY |
| ROBERT & ELLEN HAAN MUSEUM OF IN AR | |||||||
| 920 E STATE STREET | LAFAYETTE | IN | 47905 | 205767127 | 3 | $21,173 | AGENCY MISSION |
| THE COMMUNITY CANCER NETWORK | |||||||
| PO BOX 4499 | LAFAYETTE | IN | 47903 | 260467053 | 3 | $10,000 | FOOD PANTRY FUEL CAR |
| TIPPECANOE ARTS FEDERATION | |||||||
| 638 NORTH STREET | LAFAYETTE | IN | 47901 | 310942566 | 3 | $58,287 | AGENCY MISSION |
| TIPPECANOE COUNTY HISTORICAL ASSOCI | |||||||
| 1001 SOUTH ST | LAFAYETTE | IN | 47901 | 350890908 | 3 | $49,484 | RENOVATION |
| TIPPECANOE COUNTY PARKS AND REC | |||||||
| 4449 ST RD 43 NORTH | WEST LAFAYETTE | IN | 47996 | 352009765 | 3 | $136,930 | AGENCY MISSION |
| TIPPECANOE COUNTY PUBLIC LIBRARY | |||||||
| 627 SOUTH STREET | LAFAYETTE | IN | 47901 | 351085339 | GOV | $30,933 | SOUTH BRANCH |
| TIPPECANOE SCHOOL CORPORATION | |||||||
| 21 ELSTON RD | LAFAYETTE | IN | 47909 | 351438837 | GOV | $13,000 | AGENCY MISSION |
| TRI COUNTY SCHOOL CORPORATION | |||||||
| 20 ELSTON ROAD | LAFAYETTE | IN | 47909 | 351438836 | GOV | $16,723 | EDUCATIONAL PROJECT |
| UNITED WAY OF GREATER LAFAYETTE | |||||||
| 1114 E STATE STREET | LAFAYETTE | IN | 47905 | 350891621 | 3 | $77,005 | AGENCY MISSION |
| WABASH CENTER | |||||||
| 2000 GREENBUSH ST | LAFAYETTE | IN | 47903 | 351115916 | 3 | $82,469 | GRANTS HOUSE |
| WEST LAFAYETTE PUBLIC LIBRARY | |||||||
| PO BOX 2078 | WEST LAFAYETTE | IN | 47996 | 351965538 | GOV | $8,662 | AGENCY MISSION |
| WILLOWSTONE FAMILY SERVICES | |||||||
| 615 N 18TH STREET ST 101 | LAFAYETTE | IN | 47904 | 351099083 | 3 | $45,008 | EQUIPMENT |
| YMCA CAMP TECUMSEH | |||||||
| 12635 W TECUMSEH BEND RD | BROOKSTON | IN | 47923 | 237331099 | 3 | $6,637 | AGENCY MISSION |
| YWCA OF GREATER LAFAYETTE | |||||||
| 605 N SIXTH ST | LAFAYETTE | IN | 47901 | 350868224 | 3 | $61,961 | REPAIRS & MISSION |
| UNITARIAN UNIVERSALIST CHURCH | |||||||
| 333 MERIDIAN STREET | WEST LAFAYETTE | IN | 47906 | 356023509 | 3 | $8,439 | AGENCY MISSION |
| WOLCOTT PUBLIC LIBRARY | |||||||
| PO BOX 376 | WOLCOTT | IN | 47995 | 351156655 | GOV | $10,750 | AGENCY MISSION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 48 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 79 | RecipientCnt |
| Cash Grant | $194,660 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION VERIFIES THE TAX STATUS FOR ALL GRANTEES THROUGH GUIDESTAR.ORG OR HTTP://WWW.IRS.GOV/CHARITIES-&-NON-PROFITS/SEARCH-FOR- CHARITIES. GRANTEES ARE SELECTED BASED ON COMMUNITY NEEDS DETERMINED ANNUALLY BY OUR BOARD FOR PROGRAMS OR ACTIVITIES THAT FULFILL CHARITABLE OR OTHER EXEMPT PURPOSES WITHIN THE MEANING OF CODE SECTION 170(C)(1) OR 170 (C)(2)(B) AND THAT ARE CONSISTENT WITH THE MISSION AND PURPOSES OF THE COMMUNITY FOUNDATION. THE FOUNDATION RECEIVES EXPENSE DOCUMENTATION FROM THE GRANTEE FOR THE ORIGINALLY PROPOSED CHARITABLE PROJECT BEFORE RELEASING THE FUNDS DIRECTLY TO THE GRANTEE. PERIODIC SITE VISITS ARE CONDUCTED BY COMMUNITY FOUNDATION STAFF AND BOARD MEMBERS TO OBSERVE THE RESULTS OF SELECTED PROJECTS IN ADDITION TO THE GRANT ASSESSMENT SURVEY RESPONSES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | false | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARIANNE ROSE | PersonNm |
| Title | FORMER PRESIDENT | TitleTxt |
| Base Compensation Filing Org | $143,228 | BaseCompensationFilingOrgAmt |
| Deferred Compensation Flng Org | $12,872 | DeferredCompensationFlngOrgAmt |
| Total Compensation Filing Org | $156,100 | TotalCompensationFilingOrgAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 1, ITEM C | SEE SCHEDULE O |
| FORM 990 | DOING BUSINESS AS: THE COMMUNITY FOUNDATION OF GREATER LAFAYETTE |
| FORM 990, PAGE 6, PART VI, LINE 11B | FORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO FILING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | ENFORCEMENT IS BY THE BOARD OF DIRECTORS AS SITUATIONS MAY ARISE. |
| FORM 990, PAGE 6, PART VI, LINE 15A | CEO'S SALARY IS DETERMINED BY THE BOARD WITH REFERENCE TO SIMILIAR POSITIONS BOTH NATIONALLY AND LOCALLY. |
| FORM 990, PAGE 6, PART VI, LINE 19 | AVAILABLE UPON REQUEST |
| FORM 990, PART XI, LINE 9 | FASB 136 ADJUSTMENT -250,076 FASB 136 UNREALIZED GAIN ON INVESTMENTS -1,073,720 FASB 136 ADJUSTMENT 297,640 TOTAL -1,026,156 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| THE JAMES SHOOK FAMILY FOUNDATION | ||||||||||
| 300 MAIN STREET SUITE 100 | LAFAYETTE | IN | 47901 | 352113755 | FOUNDATION | IN | 501C3 | 12A | N/A | false |
| NORTHWEST CENTRAL INDIANA COMMUNITY | ||||||||||
| 1281 WIN HENTSCHEL BLVD SUITE 2161 | WEST LAFAYETTE | IN | 47906 | 475516146 | COMMUNITY | IN | 501C3 | 12A | N/A | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTH CENTRAL INDIANA COMMUNITY | BusinessNameLine1Txt |
| Business Name Line2 | PARTNERSHIP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | B | TransactionTypeTxt |
| Involved | $99,825 | InvolvedAmt |
| Method Of Amount Determination | CASH | MethodOfAmountDeterminationTxt |