ARTHUR JORDAN FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ARTHUR JORDAN FOUNDATION (EIN 35-0428850)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-01
- IRS object ID
- 202522749349100207
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-01T09:50:37-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 351178661 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUE & CO LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12800 N MERIDIAN ST STE 400 | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46032 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 350428850 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARTHUR JORDAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ARTH | BusinessNameControlTxt |
| Phone | 3176351378 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 275 MEDICAL DRIVE 501 | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46032 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELAINE BEDEL | PersonNm |
| Person Title | CHAIR | PersonTitleTxt |
| Phone | 3176351378 | PhoneNum |
| Signature | 2025-09-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANGELA N CRAWFORD CPA | PreparerPersonNm |
| PTIN | P00573197 | PTIN |
| Phone | 3178488920 | PhoneNum |
| Preparation | 2025-09-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $18,989,283 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $490,427 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $490,427 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $1 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $1 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $1 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $729,289 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,107,133 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $729,289 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,219,717 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,219,717 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $33,600 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $16,800 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $16,800 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $20,425 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,213 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,212 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $75,612 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $67,318 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $8,294 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,167 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $73,263 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,102 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $67,161 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $215,067 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $100,433 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $102,467 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $645,235 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $645,235 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $860,302 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $100,433 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $747,702 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $359,415 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,119,284 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $385,371 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $512,977 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $512,977 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,090 | AcctRcvblAmt |
| Acct Rcvbl BOY | $919 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,090 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,090 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $3,727 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $7,902 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $7,902 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $1,165,891 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $802,091 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $802,091 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $11,536,251 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,737,767 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,737,767 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,549,571 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,904,052 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,904,052 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,066,443 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,842,795 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,842,795 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,180,609 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,180,609 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,180,609 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $17,888,782 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,989,283 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,989,283 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $15,490 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $16,563 | AccountsPayableEOYAmt |
| Grants Payable BOY | $23,500 | GrantsPayableBOYAmt |
| Total Liabilities BOY | $38,990 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,563 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $17,849,792 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $18,972,720 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,849,792 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,972,720 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,888,782 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,989,283 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,849,792 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $359,415 | ExcessRevenueOverExpensesAmt |
| Other Increases | $763,513 | OtherIncreasesAmt |
| Subtotal | $18,972,720 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $18,972,720 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | P | $5,794,110 | $5,377,844 | $416,266 | $416,266 |
| CAPITAL GAINS DIVIDENDS | P | $313,023 | $313,023 | $313,023 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $729,289 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,558 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15,558 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15,558 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,149 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $15,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $28,149 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $106 | EsPenaltyAmt |
| Overpayment | $12,485 | OverpaymentAmt |
| Applied To ES Tax | $12,485 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.ARTHURJORDANFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VALERY DELONG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3176351378 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 275 MEDICAL DRIVE 501 | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46032 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROSEMARY DORSA | ||||||||
| 275 MEDICAL DRIVE 501 | CARMEL | IN | 46032 | CHAIR | 1.00 | $4,800 | $0 | $0 |
| SAMUEL L ODLE | ||||||||
| 275 MEDICAL DRIVE 501 | CARMEL | IN | 46032 | VICE CHAIR | 1.00 | $4,800 | $0 | $0 |
| GRACIA-JEAN DARLING | ||||||||
| 275 MEDICAL DRIVE 501 | CARMEL | IN | 46032 | SECRETARY | 1.00 | $4,800 | $0 | $0 |
| ELAINE E BEDEL | ||||||||
| 275 MEDICAL DRIVE 501 | CARMEL | IN | 46032 | TREASURER | 1.00 | $4,800 | $0 | $0 |
| DENNIS E BLAND | ||||||||
| 275 MEDICAL DRIVE 501 | CARMEL | IN | 46032 | TRUSTEE | 1.00 | $4,800 | $0 | $0 |
| SARA B COBB | ||||||||
| 275 MEDICAL DRIVE 501 | CARMEL | IN | 46032 | TRUSTEE | 1.00 | $4,800 | $0 | $0 |
| DANIEL LOPEZ | ||||||||
| 275 MEDICAL DRIVE 501 | CARMEL | IN | 46032 | TRUSTEE | 1.00 | $4,800 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOELZER INVESTMENT MANAGEMENT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 E MAIN ST STE 110 | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46032 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $59,024 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $17,463,485 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $50,835 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,514,320 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,514,320 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $262,715 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,251,605 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $862,580 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $862,580 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,558 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,558 | TotalTaxAmt |
| Distributable Before Adj | $847,022 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $847,022 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $847,022 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $747,702 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $747,702 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $847,022 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $614,101 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $747,702 | QualifyingDistributionsAmt |
| Applied To Year1 | $614,101 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $133,601 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $713,421 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | VALERY DELONG | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 275 MEDICAL DR 501 | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46032 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3176311888 | RecipientPhoneNum |
| Recipient Email Address | VDELONG@ARTHURJORDANFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | REQUESTS MUST BE SUBMITTED THROUGH THE WEBSITE. NO REQUESTS WILL BE ACCEPTED BY EMAIL, FAX, US POSTAL SERVICE, HAND DELIVERY OR ANY METHOD OTHER THAN THE WEBSITE. THERE ARE SEVERAL TYPES OF GRANT REQUESTS: OPERATING, PROGRAM, SPECIAL PROJECT AND CAPITAL SUPPORT. A NARRATIVE OF FUNDING NEEDS, IRS DETERMINATION LETTER, BOARD OF DIRECTORS LISTING, MOST RECENT FORM 990, MOST RECENT AUDITED FINANCIAL STATEMENT, AND A BUDGET MUST BE UPLOADED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APRIL 30 | SubmissionDeadlinesTxt |
| Restrictions On Awards | MARION COUNTY, INDIANA ONLY. NO MEDICAL RESEARCH GRANTS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 100 BLACK MEN OF INDIANAPOLIS | |||||||
| 1500 EAST MICHIGANSTREET ROOM 8 | INDIANAPOLIS | IN | 46201 | PC | OPERATING SUPPORT | $10,000 | |
| AMERICAN RED CROSS | |||||||
| 1510 NORTH MERIDIAN STREET | INDIANAPOLIS | IN | 46202 | PC | OPERATING SUPPORT | $5,000 | |
| ARTMIX | |||||||
| 1505 N DELAWARE STREET | INDIANAPOLIS | IN | 46202 | PC | OPERATING SUPPORT | $5,000 | |
| ARTS FOR LEARNING | |||||||
| 546 E 17TH ST STE200 | INDIANAPOLIS | IN | 46202 | PC | OPERATING SUPPORT | $5,000 | |
| ASCENT 121 | |||||||
| PO BOX 1143 | CARMEL | IN | 46032 | PC | OPERATING SUPPORT | $5,000 | |
| BIG BROTHERS BIG SISTERS OF CENTRAL INDIANA | |||||||
| 2960 N MERIDIAN STREET | INDIANAPOLIS | IN | 46208 | PC | OPERATING SUPPORT | $5,000 | |
| BOYS & GIRLS CLUBS OF INDIANAPOLIS | |||||||
| 615 ALABAMA STREET400 | INDIANAPOLIS | IN | 46204 | PC | OPERATING SUPPORT | $10,000 | |
| BUTLER UNIVERSITY | |||||||
| 4600 SUNSET AVENUE | INDIANAPOLIS | IN | 46208 | PC | OPERATING SUPPORT | $10,000 | |
| EITELJORG MUSEUM OF AMERICAN INDIANS AND WESTERN ART | |||||||
| 500 WEST WASHINGTON STREET | INDIANAPOLIS | IN | 46204 | PC | OPERATING SUPPORT | $10,000 | |
| ELEVATE INDIANAPOLIS | |||||||
| 2902 NORTH MERIDIAN STREET | INDIANAPOLIS | IN | 46208 | PC | OPERATING SUPPORT | $15,000 | |
| FREETOWN VILLAGE INC | |||||||
| 300 E FALL CREEK PARKWAY NORTH DR | INDIANAPOLIS | IN | 46205 | PC | OPERATING SUPPORT | $5,000 | |
| GANGGANG (FISCAL SPONSOR CENTRAL INDIANA COMMUNITY FOUNDATION) | |||||||
| 6410 N COLLEGE AVE | INDIANAPOLIS | IN | 46220 | PC | OPERATING SUPPORT | $5,000 | |
| GLEANERS FOOD BANK OF INDIANA INC | |||||||
| 3737 WALDEMERE AVE | INDIANAPOLIS | IN | 46241 | PC | OPERATING SUPPORT | $10,000 | |
| HARRISON CENTER FOR THE ARTS | |||||||
| 1505 N DELAWARE STREET | INDIANAPOLIS | IN | 46202 | PC | OPERATING SUPPORT | $5,000 | |
| HATCH INC | |||||||
| 11611 NORTH MERIDIAN STREET SUITE | CARMEL | IN | 46032 | PC | OPERATING SUPPORT | $10,000 | 105 |
| HEARTLAND FILM INC | |||||||
| 8950 OTIS AVENUE | INDIANAPOLIS | IN | 46216 | PC | OPERATING SUPPORT | $5,000 | |
| HISTORIC LANDMARKS FOUNDATION OF INDIANA INC DBA INDIANA LANDMARKS | |||||||
| 1201 CENTRAL AVE STE 1 | INDIANAPOLIS | IN | 46202 | PC | OPERATING SUPPORT | $4,250 | |
| HUMANE SOCIETY OF INDIANAPOLIS DBA INDYHUMANE | |||||||
| 7929 N MICHIGAN ROAD | INDIANAPOLIS | IN | 46268 | PC | OPERATING SUPPORT | $5,000 | |
| INDIANA BLACK EXPO | |||||||
| 601 N SHORTRIDGE | INDIANAPOLIS | IN | 46219 | PC | OPERATING SUPPORT | $5,000 | |
| INDIANA HISTORICAL SOCIETY | |||||||
| 450 W OHIO ST | INDIANAPOLIS | IN | 46202 | PC | OPERATING SUPPORT | $5,000 | |
| INDIANA HUMANITIES | |||||||
| 1500 N DELAWARE ST | INDIANAPOLIS | IN | 46202 | PC | OPERATING SUPPORT | $10,000 | |
| INDIANA PERFORMING ARTS CENTRE | |||||||
| 401 E MICHIGAN STREET | INDIANAPOLIS | IN | 46204 | PC | OPERATING SUPPORT | $5,000 | |
| INDIANA STATE MUSEUM AND HISTORIC SITES | |||||||
| 650 W WASHINGTON STREET | INDIANAPOLIS | IN | 46204 | PC | OPERATING SUPPORT | $7,500 | |
| INDIANA YOUTH INSTITUTE | |||||||
| 55 MONUMENT CIRCLE | INDIANAPOLIS | IN | 46204 | PC | OPERATING SUPPORT | $2,500 | |
| INDIANAPOLIS ART CENTER | |||||||
| 820 E 67TH STREET | INDIANAPOLIS | IN | 46220 | PC | OPERATING SUPPORT | $5,000 | |
| INDIANAPOLIS BALLET INC | |||||||
| 502 N CAPITOL AVE SUITE B | INDIANAPOLIS | IN | 46204 | PC | OPERATING SUPPORT | $5,000 | |
| INDIANAPOLIS CHILDREN'S CHOIR | |||||||
| 9111 ALLISONVILLE RD | INDIANAPOLIS | IN | 46208 | PC | OPERATING SUPPORT | $20,000 | |
| INDIANAPOLIS JAZZ FOUNDATION INC | |||||||
| PO BOX 20857 | INDIANAPOLIS | IN | 46220 | PC | OPERATING SUPPORT | $5,000 | |
| INDIANAPOLIS OPERA | |||||||
| 4011 N PENNSYLVANIA STREET | INDIANAPOLIS | IN | 46205 | PC | OPERATING SUPPORT | $15,000 | |
| INDIANAPOLIS PARKS FOUNDATION | |||||||
| 615 N ALABAMASTREET SUIT 119 | INDIANAPOLIS | IN | 46204 | PC | OPERATING SUPPORT | $10,000 | |
| INDIANAPOLIS SHAKESPEARE COMPANY INC | |||||||
| PO BOX 55396 | INDIANAPOLIS | IN | 462050396 | PC | OPERATING SUPPORT | $5,000 | |
| INDIANAPOLIS SYMPHONIC CHOIR | |||||||
| 4600 SUNSET AVE | INDIANAPOLIS | IN | 46208 | PC | OPERATING SUPPORT | $5,000 | |
| INDIANAPOLIS SYMPHONY ORCHESTRA | |||||||
| 32 E WASHINGTONSTREET SUITE 600 | INDIANAPOLIS | IN | 46204 | PC | OPERATING SUPPORT | $20,000 | |
| INDIANAPOLIS ZOOLOGICAL SOCIETY INC | |||||||
| 1200 W WASHINGTON ST | INDIANAPOLIS | IN | 46222 | PC | OPERATING SUPPORT | $5,000 | |
| INTERNATIONAL VIOLIN COMPETITION OF INDIANAPOLIS | |||||||
| 32 E WASHINGTON STREET | INDIANAPOLIS | IN | 46250 | PC | OPERATING SUPPORT | $5,000 | |
| IU SCHOOL OF LIBERAL ARTS AT IUPIU | |||||||
| 425 UNIVERSITY BLVD CA003B | INDIANAPOLIS | IN | 46202 | PC | OPERATING SUPPORT | $3,000 | |
| JOY'S HOUSE | |||||||
| 2028 EAST BROAD RIPPLE AVENUE | INDIANAPOLIS | IN | 46220 | PC | OPERATING SUPPORT | $5,000 | |
| KEEP INDIANAPOLIS BEAUTIFUL INC | |||||||
| 1029 E FLETCHER AVE | INDIANAPOLIS | IN | 46203 | PC | OPERATING SUPPORT | $12,500 | |
| MILLION MEAL MOVEMENT | |||||||
| 9250 CORPORATION DRIVE | INDIANAPOLIS | IN | 46256 | PC | OPERATING SUPPORT | $10,000 | |
| MUSIC FOR ALL | |||||||
| 39 W JACKSON PLACE | INDIANAPOLIS | IN | 46225 | PC | OPERATING SUPPORT | $5,000 | |
| NOBLE | |||||||
| 7701 EAST 21ST STREET | INDIANAPOLIS | IN | 46143 | PC | OPERATING SUPPORT | $5,000 | |
| OUTREACH INC | |||||||
| 2416 E NEW YORK ST | INDIANAPOLIS | IN | 46201 | PC | OPERATING SUPPORT | $10,000 | |
| ST MARY'S CHILD CENTER | |||||||
| 901 DR MARTIN LUTHER KING JR ST | INDIANAPOLIS | IN | 46202 | PC | OPERATING SUPPORT | $5,000 | |
| THE SALVATION ARMY INDIANA | |||||||
| 6060 CASTLEWAY WEST DRIVE | INDIANAPOLIS | IN | 46250 | PC | OPERATING SUPPORT | $5,000 | |
| UNITED WAY OF CENTRAL INDIANA | |||||||
| 2955 N MERIDIAN STREET | INDIANAPOLIS | IN | 46208 | PC | OPERATING SUPPORT | $12,500 | |
| WESTMINSTER NEIGHBORHOOD SERVICES INC | |||||||
| PO BOX 11465 | INDIANAPOLIS | IN | 46201 | PC | OPERATING SUPPORT | $5,000 | |
| WFYI PUBLIC MEDIA | |||||||
| 1630 NORTH MERIDIAN STREET | INDIANAPOLIS | IN | 46202 | PC | OPERATING SUPPORT | $5,000 | |
| WHEELER MISSION | |||||||
| 205 EAST NEW YORK STREET | INDIANAPOLIS | IN | 46204 | PC | OPERATING SUPPORT | $5,000 | |
| YMCA OF GREATER INDIANAPOLIS | |||||||
| 6610 N SHADELAND | INDIANAPOLIS | IN | 46220 | PC | OPERATING SUPPORT | $5,000 | |
| BENJAMIN HARRISON PRESIDENTIAL SITE | |||||||
| 1230 N DELAWARE | INDIANAPOLIS | IN | 46202 | PC | OPERATING SUPPORT | $262,985 | |
| INDY HUNGER NETWORK | |||||||
| 32 E 32ND ST | INDIANAPOLIS | IN | 46205 | PC | OPERATING SUPPORT | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $645,235 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $490,427 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $729,289 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,219,717 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,219,717 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $20,425 | Amt |
| Net Investment Income | $10,213 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,212 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $2,904,052 | EOYBookValueAmt |
| EOYFMV | $2,904,052 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $11,737,767 | EOYBookValueAmt |
| EOYFMV | $11,737,767 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $802,091 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $802,091 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ALTERNATIVE INVESTMENT | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $1,842,795 | BookValueAmt |
| EOYFMV | $1,842,795 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VALUE OF HOME | $1 | $1 | $1 |
| PRESIDENT HARRISON ARTIFACTS | $1,180,608 | $1,180,608 | $1,180,608 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $6,837 | $3,419 | $3,418 |
| INSURANCE | $1,829 | $914 | $915 |
| REIMBURSABLE EXPENSES | $61,060 | $0 | $61,060 |
| MISCELLANEOUS | $3,537 | $1,769 | $1,768 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $763,513 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEE | $59,024 | $59,024 | $0 |
| CONSULTING | $16,588 | $8,294 | $8,294 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $12,167 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |