THURSTON FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THURSTON FOUNDATION INC (EIN 35-1754670)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-11
- IRS object ID
- 202533159349100628
- 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 Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-11T12:13:46-06:00 | 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 | 351754670 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THURSTON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THUR | BusinessNameControlTxt |
| Phone | 3173731688 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5307 WOODFIELD S DRIVE | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46033 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARCIA THURSTON ROBERTS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3173731688 | PhoneNum |
| Signature | 2025-11-10 | 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 | 2025-11-10 | 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 | $21,330,771 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $185,965 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $185,965 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $307,622 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $307,622 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,169,512 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,421,472 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,169,512 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $316,567 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $316,567 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,979,666 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,979,666 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $42,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $42,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $17,220 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,915 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,305 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $117,805 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $114,747 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,058 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,872 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,156 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $3,213 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,668 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,668 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,147 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,147 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $192,712 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $132,818 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $58,391 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $743,050 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $743,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $935,762 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $132,818 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $801,441 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,043,904 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,846,848 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,077,990 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,964,791 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,964,791 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,134,967 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,065,484 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,085,508 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $8,333,591 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,204,977 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,788,646 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,711,086 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,657,358 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,701,252 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,757,992 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,170,994 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,751,741 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $41,616 | OtherAssetsBOYAmt |
| Other Assets EOY | $38,833 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $38,833 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $17,057,242 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,102,437 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,330,771 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $581 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,872 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $581 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,872 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $456,939 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $456,939 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $16,599,722 | RetainedEarningBOYAmt |
| Retained Earning EOY | $17,643,626 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,056,661 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,100,565 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,057,242 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,102,437 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,056,661 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,043,904 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $18,100,565 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $18,100,565 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 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 | $6,968,829 | $5,773,176 | $1,195,653 | $1,195,653 |
| LOSS ON SALE FROM PASSTHROUGH ENTITIES | P | -$1,277 | -$1,277 | ||
| LOSS ON DISPOSITION OF PARTNERSHIP INTERESTS | P | $353,909 | $477,507 | -$123,598 | -$123,598 |
| CAPITAL GAINS DIVIDENDS | P | $98,734 | $98,734 | $98,734 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,169,512 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $25,671 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $25,671 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $25,671 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,800 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $31,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $35,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $5 | EsPenaltyAmt |
| Overpayment | $10,124 | OverpaymentAmt |
| Applied To ES Tax | $10,124 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCIA THURSTON ROBERTS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3173731688 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5307 WOODFIELD S DRIVE | AddressLine1Txt |
| City | CARMEL | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46033 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| MARCIA THURSTON ROBERTS | ||||||||
| 5307 WOODFIELD S DRIVE | CARMEL | IN | 46033 | PRESIDENT | 10.00 | $42,000 | $0 | $0 |
| TIM THURSTON | ||||||||
| 902 N SHORE BLVD | FRANKLIN | IN | 46131 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JIM THURSTON | ||||||||
| 755 RACETIME ROAD | WESTFIELD | IN | 46074 | DIRECTOR | 1.00 | $10,000 | $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 | SAPIENT CAPITAL LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 310 E 96TH STREET SUITE 200 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46240 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $107,217 | 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 | $17,156,249 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,733,264 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,889,513 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $20,889,513 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $313,343 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,576,170 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,028,809 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,028,809 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $25,671 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $63,807 | IncomeTaxAmt |
| Total Tax | $89,478 | TotalTaxAmt |
| Distributable Before Adj | $939,331 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $939,331 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $939,331 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $801,441 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $801,441 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $939,331 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $183,873 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $801,441 | QualifyingDistributionsAmt |
| Applied To Year1 | $183,873 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $617,568 | 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 | $321,763 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 500 FESTIVAL FOUNDATION | ||||||
| 21 VIRGINIA AVE SUITE 500 | INDIANAPOLIS | IN | 46204 | PC | GENERAL SUPPORT | $2,000 |
| CHILD ADVOCATES | ||||||
| 8200 HAVERSTICK ROAD SUITE 240 | INDIANAPOLIS | IN | 46240 | PC | GENERAL SUPPORT | $10,000 |
| CONCERTS FOR A CAUSE | ||||||
| 4628 ALLEN DRIVE | CARMEL | IN | 46033 | PC | GENERAL SUPPORT | $14,000 |
| DOVE RECOVERY HOUSE | ||||||
| 3351 N MERIDIAN STREET SUITE 110 | INDIANAPOLIS | IN | 46208 | PC | ADDICTION RECOVERY | $40,000 |
| DREAM ALIVE | ||||||
| 7828 E 88TH STREET | INDIANAPOLIS | IN | 46256 | PC | YOUTH PROGRAMING | $10,000 |
| FAMILY PROMISE OF GREATER INDIANAPOLIS | ||||||
| 1850 N ARSENAL AVENUE | INDIANAPOLIS | IN | 46218 | PC | HOMELESS PROGRAMS | $45,000 |
| GENNESARET FREE CLINICS | ||||||
| 615 N ALABAMA STREET SUITE 136 | INDIANAPOLIS | IN | 46204 | PC | MEDICAL CARE | $40,000 |
| GLEANERS | ||||||
| 3737 WALDEMERE AVENUE | INDIANAPOLIS | IN | 46241 | PC | HUNGER RELIEF PROGRAMS | $100,000 |
| GOODWILL FOUNDATION OF CENTRAL AND SOUTHERN INDIANA | ||||||
| 1635 W MICHIGAN STREET | INDIANAPOLIS | IN | 46222 | PC | MISSION COACHES AND BARRIER BUSTER FUNDS | $10,000 |
| HOPE ACADEMY | ||||||
| 3919 MADISON AVENUE SUITE 100 | INDIANAPOLIS | IN | 46227 | PC | EDUCATION AND ADDICTION RECOVERY | $15,000 |
| INDIANAPOLIS SYMPHONY ORCHESTRA - METROPOLITAN YOUTH ORCHESTRA | ||||||
| 32 E WASHINGTON STREET SUITE 600 | INDIANAPOLIS | IN | 46204 | PC | YOUTH PROGRAMING | $6,000 |
| KIJANA EDUCATIONAL EMPOWERMENT INITIATIVE | ||||||
| 516 GULF ROAD | NORTH PALM BEACH | FL | 33408 | PC | EDUCATION | $5,000 |
| OUTREACH INC | ||||||
| PO BOX 11416 | INDIANAPOLIS | IN | 46201 | PC | GENERAL SUPPORT OF HOMELESS YOUTH | $50,250 |
| SECOND HELPINGS | ||||||
| 1121 SOUTHEASTERN AVENUE | INDIANAPOLIS | IN | 46202 | PC | HUNGER RELIEF PROGRAMS | $10,000 |
| SEEDS OF CARING | ||||||
| 325 PIEDMONT ROAD | COLUMBUS | OH | 43214 | PC | YOUTH PROGRAMING | $25,000 |
| SERVANTS AT WORK | ||||||
| 8427 ZIONSVILLE ROAD | INDIANAPOLIS | IN | 46268 | PC | SUPPORT FOR BUILDING WHEELCHAIR RAMPS | $52,500 |
| SHEPHERD COMMUNITY CENTER | ||||||
| 4107 E WASHINGTON STREET | INDIANAPOLIS | IN | 46201 | PC | GENERAL SUPPORT FOR HUMAN SERVICES | $40,000 |
| THE OAKS ACADEMY | ||||||
| 1301 E 16TH STREET | INDIANAPOLIS | IN | 46202 | PC | EDUCATION | $150,000 |
| TRINITY HAVEN | ||||||
| 3243 NORTH MERIDIAN STREET | INDIANAPOLIS | IN | 46208 | PC | GENERAL SUPPORT FOR HOMELESS YOUTH | $6,000 |
| UMOJA PARTNERSHIP | ||||||
| PO BOX 40574 | INDIANAPOLIS | IN | 46240 | PC | EDUCATION | $5,000 |
| WESTMINSTER NEIGHBORHOOD SERVICES | ||||||
| PO BOX 11465 | INDIANAPOLIS | IN | 46201 | PC | GENERAL SUPPORT FOR HUMAN SERVICES | $8,000 |
| AMERICAN RED CROSS | ||||||
| PO BOX 37839 | BOONE | IA | 500370839 | PC | HURRICANE DISASTER RELIEF | $10,000 |
| BOSMA VISIONARY OPPORTUNITIES FOUNDATION INC | ||||||
| 7223 WOODLAND DRIVE | INDIANAPOLIS | IN | 46278 | PC | SUMMER YOUTH PROGRAM | $3,000 |
| BURMESE AMERICAN COMMUNITY INSTITUTE | ||||||
| 4925 SHELBY STREET | INDIANAPOLIS | IN | 46227 | PC | SUMMER YOUTH PROGRAM | $3,500 |
| CAMPTOWN | ||||||
| 7998 GEORGETOWN ROAD SUITE 700 | INDIANAPOLIS | IN | 46268 | PC | SUMMER YOUTH PROGRAM | $4,000 |
| CHRISTAMORE HOUSE INC | ||||||
| 502 N TREMONT STREET | INDIANAPOLIS | IN | 46222 | PC | SUMMER YOUTH PROGRAM | $4,000 |
| COMMUNITY ALLIANCE OF THE FAR EASTSIDE INC | ||||||
| 8902 E 38TH STREET | INDIANAPOLIS | IN | 46226 | PC | SUMMER YOUTH PROGRAM | $4,000 |
| DAMAR SERVICES INC | ||||||
| 6067 DECATUR BLVD | INDIANAPOLIS | IN | 462419606 | PC | SUMMER YOUTH PROGRAM | $3,000 |
| ELEVATE INDIANAPOLIS INC | ||||||
| PO BOX 441456 | INDIANAPOLIS | IN | 46204 | PC | SUMMER YOUTH PROGRAM | $4,000 |
| GREATER INDIANAPOLIS MULTIFAITH ALLIANCE | ||||||
| 113 E 86TH ST 177 | INDIANAPOLIS | IN | 46240 | PC | SUPPORT FOR AFFORDABLE HOUSING AND HOMELESS ISSUES | $5,000 |
| HELPING VETERANS AND FAMILIES IN INDIANA | ||||||
| 964 N PENNSYLVANIA STREET | INDIANAPOLIS | IN | 46204 | PC | GENERAL SUPPORT | $10,000 |
| LEADERSHIP JOHNSON COUNTY | ||||||
| 401 MOORELAND DRIVE | NEW WHITELAND | IN | 46184 | PC | GENERAL SUPPORT | $2,500 |
| PATHWAY RESOURCE CENTER INC | ||||||
| 10119 JOHN MARSHALL DRIVE | INDIANAPOLIS | IN | 46235 | PC | SUMMER YOUTH PROGRAM | $3,500 |
| PAWS AND THINK INC | ||||||
| 1346 N DELAWARE ST | INDIANAPOLIS | IN | 46202 | PC | GENERAL SUPPORT OF YOUTH, HUMANS SERVICES AND ANIMAL CARE | $20,000 |
| SAINT FLORIAN CENTER INC | ||||||
| PO BOX 2896 | INDIANAPOLIS | IN | 46206 | PC | SUMMER YOUTH PROGRAM | $3,000 |
| SAMARITAN'S FEET | ||||||
| 4808 CHESAPEAKE DR | CHARLOTTE | NC | 28216 | PC | OPERATING SUPPORT FOR HUMAN SERVICES | $1,000 |
| SOUL FOOD PROJECT | ||||||
| 4029 N TEMPLE AVE | INDIANAPOLIS | IN | 46205 | PC | SUMMER YOUTH PROGRAM | $3,000 |
| CICF | ||||||
| 615 N ALABAMA STREET SUITE 300 | INDIANAPOLIS | IN | 46202 | PC | GENERAL SUPPORT FOR THE SUMMER YOUTH PROGRAM COLLABORATIVE | $800 |
| GREATER INDY HABITAT FOR HUMANITY | ||||||
| 3135 N MERIDIAN STREET | INDIANAPOLIS | IN | 46208 | PC | LOW INCOME HOUSING | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $743,050 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $185,965 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $307,622 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,169,512 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME FROM PASSTHROUGH ENTITIES | Desc |
| Business | 531110 | BusinessCd |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $316,567 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,979,666 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,979,666 | 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 FEES | CategoryTxt |
| Amt | $17,220 | Amt |
| Net Investment Income | $12,915 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,305 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BOND HOLDINGS | BondNm |
| EOY Book Value | $2,657,358 | EOYBookValueAmt |
| EOYFMV | $2,701,252 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK HOLDINGS | StockNm |
| EOY Book Value | $7,204,977 | EOYBookValueAmt |
| EOYFMV | $9,788,646 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $486,867 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $498,374 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $578,617 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $587,134 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ALTERNATIVE INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $3,170,994 | BookValueAmt |
| EOYFMV | $3,751,741 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LOAN RECEIVABLE TRANSFERRED IN FROM ESTATE | Desc |
| BOY Book Value | $41,616 | BOYBookValueAmt |
| EOY Book Value | $38,833 | EOYBookValueAmt |
| EOYFMV | $38,833 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| WORKERS COMPENSATION INSURANCE | $279 | $0 | $279 |
| DUES AND SUBSCRIPTIONS | $1,391 | $0 | $1,391 |
| OFFICE SUPPLIES | $244 | $0 | $244 |
| SOFTWARE LICENSES | $1,297 | $0 | $1,297 |
| OTHER EXPENSE | $107 | $0 | $107 |
| DONATIONS | $829 | $0 | $829 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME FROM PASSTHROUGH ENTITIES | Desc |
| Revenue And Expenses Per Books | $316,567 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $316,567 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $316,567 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $107,217 | $107,217 | $0 |
| PAYROLL PROCESSING FEES | $558 | $0 | $558 |
| BANK CHARGES AND FEES | $30 | $30 | $0 |
| MANAGEMENT FEES | $10,000 | $7,500 | $2,500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $674 | $674 | $0 |
| EXCISE TAXES | $1,503 | $0 | $0 |
| STATE TAXES | $4,482 | $4,482 | $0 |
| PAYROLL TAX | $3,213 | $0 | $3,213 |