8020 FOUNDATION TR: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- 8020 FOUNDATION TR (EIN 82-3518678)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-12
- IRS object ID
- 202543169349102414
- Schema version
- 2024v5.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-12T14:54:54-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 351939627 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BADEN GAGE & SCHROEDER LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6920 POINTE INVERNESS WAY 300 | AddressLine1Txt |
| City | FORT WAYNE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 468047926 | 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 | 823518678 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 8020 FOUNDATION TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | 8020 | BusinessNameControlTxt |
| Phone | 2602121235 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 25537 | AddressLine1Txt |
| City | FORT WAYNE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46825 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN HAIFLEY | PersonNm |
| Person Title | FINANCE CHAIR | PersonTitleTxt |
| Phone | 2602121235 | PhoneNum |
| Signature | 2025-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MELISSA J WOLF CPA | PreparerPersonNm |
| PTIN | P01224592 | PTIN |
| Phone | 2604222551 | PhoneNum |
| Preparation | 2025-11-07 | 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 | $238,641,143 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $477 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $8,310,960 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,873,025 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $67,387 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $26,738,131 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,244,433 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,000 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $8,380,824 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,117,458 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $421,431 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,590 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $106,895 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $857,209 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $2,330 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $584,312 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $345,376 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $229,457 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $59,828 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $50,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,085 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $435,156 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $309,635 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $74,340 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $400 | InterestRevAndExpnssAmt |
| Taxes Rev And Expnss | $181,695 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $58,165 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $87,940 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $87,839 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $4,326 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $65,107 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $33,940 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $4,991 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $3,169 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $925,983 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $745,038 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,523,805 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $377,805 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,781,477 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,165,012 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,925,531 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,688,817 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $377,805 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,707,008 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,307,993 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,739,653 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $118,797 | CashBOYAmt |
| Cash EOY | $539,543 | CashEOYAmt |
| Cash EOYFMV | $539,543 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $364,783 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,493,146 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,493,146 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $113,324,961 | CorporateStockBOYAmt |
| Corporate Stock EOY | $113,021,383 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $113,021,383 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $113,743,035 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $122,179,048 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $122,179,048 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,516,834 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $257,490 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,297,261 | LandBOYAmt |
| Land EOY | $2,259,344 | LandEOYAmt |
| Land EOYFMV | $333,300 | LandEOYFMVAmt |
| Other Assets BOY | $9,656 | OtherAssetsBOYAmt |
| Other Assets EOY | $74,723 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $74,723 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $229,858,493 | TotalAssetsBOYAmt |
| Total Assets EOY | $240,567,187 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $238,641,143 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $315,488 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $269,256 | AccountsPayableEOYAmt |
| Grants Payable BOY | $4,218,781 | GrantsPayableBOYAmt |
| Grants Payable EOY | $3,483,876 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $75,039 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $21,927 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,609,308 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,775,059 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $225,249,185 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $236,792,128 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $225,249,185 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $236,792,128 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $229,858,493 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $240,567,187 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $225,249,185 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,307,993 | ExcessRevenueOverExpensesAmt |
| Other Increases | $14,888,639 | OtherIncreasesAmt |
| Subtotal | $236,829,831 | SubtotalAmt |
| Other Decreases | $37,703 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $236,792,128 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY HELD SECURITIES | P | 2023-12-31 | 2024-12-31 | $153,449 | $152,317 | $1,132 | $1,132 |
| PUBLICLY HELD SECURITIES | P | 2022-12-31 | 2024-12-31 | $26,448,352 | $23,341,381 | $3,106,971 | $3,106,971 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,244,433 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,132 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $149,281 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $149,281 | SubtotalAmt |
| Tax Based On Investment Income | $149,281 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $162,866 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $45,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $207,866 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $2,716 | EsPenaltyAmt |
| Overpayment | $55,869 | OverpaymentAmt |
| Applied To ES Tax | $55,869 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | DONWOODFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | STEVEN GEORGE | IndividualWithBooksNm |
| Phone | 2602121235 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 25537 | AddressLine1Txt |
| City | FORT WAYNE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46825 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|
| GARY GATMAN | ||||||||
| P O BOX 25537 | FORT WAYNE | IN | 46825 | TRUSTEE | 000.00 | $27,500 | $0 | $0 |
| BRIAN EMERICK | ||||||||
| PO BOX 25537 | FORT WAYNE | IN | 46825 | SECRETARY | 000.00 | $27,500 | $0 | $0 |
| JOHN HAIFLEY | ||||||||
| PO BOX 25537 | FORT WAYNE | IN | 46825 | FINANCE CHAI | 000.00 | $27,500 | $0 | $0 |
| LAURA MACKNICK | ||||||||
| PO BOX 25537 | FORT WAYNE | IN | 46825 | EXECUTIVE DI | 000.00 | $216,431 | $23,000 | $0 |
| ASHLEY HARMAN | ||||||||
| PO BOX 25537 | FORT WAYNE | IN | 46825 | TRUSTEE | 000.00 | $27,500 | $0 | $0 |
| RODNEY STRACK | ||||||||
| PO BOX 25537 | FORT WAYNE | IN | 46825 | TRUSTEE | 000.00 | $27,500 | $0 | $0 |
| KRISTIN MARCUCCILLI | ||||||||
| PO BOX 25537 | FORT WAYNE | IN | 46825 | TRUSTEE | 000.00 | $27,500 | $0 | $0 |
| WHITNEY BANDEMER | ||||||||
| PO BOX 25537 | FORT WAYNE | IN | 46825 | CHAIR | 000.00 | $40,000 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| PATRICK BUESCHING | |||||||
| PO BOX 25537 | FORT WAYNE | IN | 46825 | VP STRATEGIC | 000.00 | $143,815 | $30,500 |
| STEVEN GEORGE | |||||||
| PO BOX 25537 | FORT WAYNE | IN | 46825 | VP OF FINANC | 000.00 | $158,839 | $10,198 |
| SUSAN ELIZABETH MENDENHALL | |||||||
| PO BOX 25537 | FORT WAYNE | IN | 46825 | VP OF PROGRA | 000.00 | $132,909 | $12,058 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHILLIPS FINANCIAL MANAGEMENT LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6920 POINTE INVERNESS WAY STE 230 | AddressLine1Txt |
| City | FORT WAYNE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46804 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MAN | ServiceTypeTxt |
| Compensation | $309,635 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE 80/20 FOUNDATION TRUST IS COMMITTED TO GROWING AND STRENGTHENING THE MANUFACTURING SECTOR IN THE MIDWEST REGION. THE FOUNDATION PARTNERS WITH VOCATIONAL SCHOOLS, COMMUNITY COLLEGES, CAREER ACADEMIES, TECHNICAL COLLEGES, FOUR-YEAR UNIVERSITIES, TRADE SCHOOLS AND RELATED COMMUNITY ORGANIZATIONS TO STRENGTHEN THE MANFACTURING SECTOR. DURING 2024, 8,925,530 WAS DISBURSED TO NINETY CHARITABLE ORGANIZATIONS FOR THE SCHOLARSHIPS, CAPITAL EXPENDITURES AND PROGRAM DEVELOPMENT. AT 12.31.2024, 2,672,137 IS PLEDGED FOR FUTURE PERIODS. | Description1Txt |
| Expenses1 | $10,707,008 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $229,699,942 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,076,782 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,329,852 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $238,106,576 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $238,106,576 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,571,599 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $234,534,977 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,726,749 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,726,749 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $149,281 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $149,281 | TotalTaxAmt |
| Distributable Before Adj | $11,577,468 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $11,577,468 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $11,577,468 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,707,008 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $10,707,008 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,577,468 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $8,916,537 | UndistributedIncomePYAmt |
| Qualifying Distributions | $10,707,008 | QualifyingDistributionsAmt |
| Applied To Year1 | $8,916,537 | AppliedToYear1Amt |
| Applied To Current Year | $1,790,471 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $9,786,997 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | 8020 FOUNDATION TRUST | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 25537 | AddressLine1Txt |
| City | FORT WAYNE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46825 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2602121235 | RecipientPhoneNum |
| Recipient Email Address | INFO@DONWOODFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | REQUEST AN APPLICATION AT THE ADDRESS ABOVE OR THROUGH THE WEBSITE WWW.DONWOODFOUNDATION.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | GRANT PROPOSALS ARE ACCEPTED ON A ROLLING BASIS. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE 80/20 FOUNDATION TRUST SUPPORTS INDIVIDUALS AND INSTITUTIONS IN THE TRAINING AND EDUCATION IN THE AREAS OF INDUSTRIAL TECHNOLOGY MACHINE TOOL TECHNOLOGY ENGINEERING TECHNOLOGY SALES ENTREPRENEURISM LEADERSHIP | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (88 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| J KRUSE EDUCATION CENTER INC | |||||||
| 5634 OPPORTUNITY BLVD C | AUBURN | IN | 46706 | NONE | PC | MANUFACTURING PATHWAY - CAREER EXPLO | $712,000 |
| EASTERSEALS ARC OF NORTHEAST INDIAN | |||||||
| 4919 COLDWATER RD | FORT WAYNE | IN | 46825 | NONE | PC | PRE-MANUFACTURING ACADEMY 2024 | $50,000 |
| NEARSPACE EDUCATION INC | |||||||
| 79 RAILROAD ST | UPLAND | IN | 46989 | NONE | PC | DREAM BIG | $335,000 |
| COMMUNITY FOUNDATION OF GRANT COUNT | |||||||
| 505 W 3RD ST | MARION | IN | 46952 | NONE | PC | WIRED | $96,036 |
| BAKER BOY'S CLUB DBA BAKER YOUTH | |||||||
| 1401 E SMITH ST | WARSAW | IN | 46580 | NONE | PC | BAKER YOUTH CLUB AFTER SCHOOL PROGRA | $4,000 |
| YMCA OF STEUBEN COUNTY INC | |||||||
| 500 E HARCOURT RD | ANGOLA | IN | 46703 | NONE | PC | YMCA SUMMER DAY CAMP | $4,000 |
| PURDUE UNIVERSITY FORT WAYNE | |||||||
| 2101 E COLISEUM BLVD | FORT WAYNE | IN | 46805 | NONE | PC | ENGINEERING, TECHNOLOGY, & COMPUTER | $10,000 |
| MSD OF STEUBEN COUNTY | |||||||
| 400 S MARTHA ST | ANGOLA | IN | 46703 | NONE | PC | ADVANCED MANUFACTURING PATHWAY AT AN | $76,270 |
| JUNIOR ACHIEVEMENT OF NORTHERN INDI | |||||||
| 550 E WALLEN RD | FORT WAYNE | IN | 46825 | NONE | PC | YOUNG ENTREPRENEUR SUMMER CAMP | $4,000 |
| WOODSIDE MIDDLE SCHOOL PARENT TEACH | |||||||
| 2310 W HAMILTON RD S | FORT WAYNE | IN | 46814 | NONE | PC | WOODSIDE MIDDLE SCHOOL PERSONAL LEAR | $9,665 |
| WELLSPRING INTERFAITH SOCIAL SERVIC | |||||||
| 1316 BROADWAY | FORT WAYNE | IN | 46802 | NONE | PC | WELLSPRING SUMMER DAY CAMP | $4,000 |
| GARRETT-KEYSER-BUTLER COMMUNITY SCH | |||||||
| PO BOX 286 | GARRETT | IN | 46738 | NONE | PC | GKB OBER WEEK | $3,000 |
| CARDINAL SERVICES INC | |||||||
| 504 N BAY ST | WARSAW | IN | 46580 | NONE | PC | ROBOTICS CLUB | $15,000 |
| THE STEM CONNECTION | |||||||
| 5407 MOORE RD | INDIANAPOLIS | IN | 46278 | NONE | PC | OUT-OF-SCHOOL STEM EDUCATION - NE IN | $48,000 |
| QUESTA EDUCATION FOUNDATION INC | |||||||
| 6502 CONSTITUTION DRIVE | FORT WAYNE | IN | 46804 | NONE | PC | MANUFACTURING AND ENTREPRENUERIAL SC | $220,000 |
| RIVERVIEW MIDDLE SCHOOL | |||||||
| 2465 WATERWORKS RD | HUNTINGTON | IN | 46750 | NONE | PC | RAIDERS ROBOTICS | $4,242 |
| MISSISSINEWA COMMUNITY SCHOOLS | |||||||
| 424 E SOUTH A ST | GAS CITY | IN | 46933 | NONE | PC | ELEMENTARY VEX ROBOTICS COMPETITION | $2,000 |
| COMMUNITY FOUNDATION OF WABASH COUN | |||||||
| 220 E MAIN ST | NORTH MANCHESTER | IN | 46962 | NONE | PC | WABASH CITY SCHOOLS - COMPUTER ASSEM | $7,606 |
| R NELSON SNIDER HIGH SCHOOL | |||||||
| 4600 FAIRLAWN PASS | FORT WAYNE | IN | 46815 | NONE | PC | FIRST ROBOTICS SNIDER HIGH SCHOOL | $5,000 |
| LEO ELEMENTARY SCHOOL | |||||||
| 11811 WAYNE ST | LEO | IN | 46765 | NONE | PC | LEO ELEMENTARY ROBOTICS PROGRAM | $3,000 |
| TRUSTEES OF PURDUE UNIVERSITY HUNTI | |||||||
| 1340 S JEFFERSON ST | HUNTINGTON | IN | 46750 | NONE | PC | HUNTINGTON COUNTY 4-H ROBOTICS | $5,000 |
| LITTLE TURTLE ELEMENTARY SCHOOL | |||||||
| 1710 IN-9 | COLUMBIA CITY | IN | 46725 | NONE | PC | LITTLE TURTLE TECH-KNOW TURTLES ROBO | $1,500 |
| BRIDGE OF GRACE INC | |||||||
| 909 ELMROW DR | FORT WAYNE | IN | 46806 | NONE | PC | BRIDGE OF GRACE SUMMER CLUBHOUSE | $10,000 |
| IVY TECH FOUNDATION INC | |||||||
| 2820 N MERIDIAN ST | INDIANAPOLIS | IN | 46208 | NONE | PC | IVY TECH SUMMER STEM CAMP | $7,103 |
| STARTEDUP FOUNDATION INC | |||||||
| 1220 WATERWAY BLVD H122 | INDIANAPOLIS | IN | 46202 | NONE | PC | NORTHEAST INDIANA INNOVATION EDUCATO | $100,000 |
| NORTHWEST ALLEN COUNTY SCHOOLS | |||||||
| 12913 COLDWATER RD | FORT WAYNE | IN | 46845 | NONE | PC | CAREER EXPLORATION FOR MIDDLE SCHOOL | $113,430 |
| WHITKO SCHOOL CORPORATION | |||||||
| 710 N ST RD 5 | LARWILL | IN | 46764 | NONE | PC | WHITKO ROBOTICS TEAM | $12,860 |
| INSPIRE SUCCESS INC | |||||||
| 85 E CEDAR ST | ZIONSVILLE | IN | 46077 | NONE | PC | CTE EXCELLENCE NETWORK | $45,000 |
| BOYS & GIRLS CLUB OF HUNTINGTON COU | |||||||
| 608 E STATE ST | HUNTINGTON | IN | 46750 | NONE | PC | SUMMER CAMP TEEN ENTREPRENEURIAL COM | $15,000 |
| WHITLEY COUNTY COMMUNITY FOUNDATION | |||||||
| 1171 E WOODS WAY | COLUMBIA CITY | IN | 46725 | NONE | PC | MANUFACTURING YOUR FUTURE SCHOLARSHI | $2,138 |
| QUESTA FOUNDATION FOR EDUCATION IN | |||||||
| 6502 CONSTITUTION DRIVE | FORT WAYNE | IN | 46804 | NONE | PC | YEAR 2 OF CAPACITY SUPPORT | $24,000 |
| GARRETT COMMUNITY CENTER INC | |||||||
| 1200 E HOUSTON ST | GARRETT | IN | 46738 | NONE | PC | SUMMER CONNECT | $4,310 |
| SUMMIT CITY ROBOTICS INC | |||||||
| 6818 PINTAIL DRAKE CT | FORT WAYNE | IN | 46845 | NONE | PC | SUMMIT CITY ROBOTICS | $4,971 |
| KATE'S KART | |||||||
| 10376 LEO RD | FORT WAYNE | IN | 46825 | NONE | PC | 5 MINUTE LEGO BOOKS ON THE KARTS | $8,000 |
| ANTHONY WAYNE AREA COUNCIL BOY SCO | |||||||
| 8315 W JEFFERSON BLVD | FORT WAYNE | IN | 46804 | NONE | PC | SCOUT ON-GOING STEAM PROGRAM | $5,000 |
| BLUFFTON HARRISON MSD | |||||||
| 805 HARRISON RD | BLUFFTON | IN | 46714 | NONE | PC | VEXIQ ROBOTICS SUMMER CAMP | $1,815 |
| NEARSPACE EDUCATION INC | |||||||
| 79 RAILROAD ST | UPLAND | IN | 46989 | NONE | PC | NEARSPACE EDUCATION AEROSPACE CLUB | $12,500 |
| ALLEN COUNTY PUBLIC LIBRARY FOUNDAT | |||||||
| 900 LIBRARY PLAZA | FORT WAYNE | IN | 46802 | NONE | PC | ACPL MAKER STUDIOS: READY, SET, LAUN | $122,213 |
| CREATIVE WOMEN OF THE WORLD | |||||||
| 125 W WAYNE ST | FORT WAYNE | IN | 46802 | NONE | PC | UNLOCKING YOUR DESIGN CURRICULUM UPD | $15,000 |
| TEENWORKS | |||||||
| 2820 N MERIDIAN ST SUITE | INDIANAPOLIS | IN | 46244 | NONE | PC | CONEXUS CATAPULT & TEENWORKS PARTNER | $50,000 |
| ISAAC KNAPP DENTAL EDUCATION FOUNDA | |||||||
| PO BOX 97 | ARCOLA | IN | 46704 | NONE | PC | FUTURE LEADERS OF ISAAC KNAPP (FLIK) | $5,000 |
| BRIGHTPOINT | |||||||
| 227 E WASHINGTON BLVD | FORT WAYNE | IN | 46802 | NONE | PC | MAPPING CHILD CARE OPPORTUNITIES FOR | $75,000 |
| THE DREAM CENTER | |||||||
| 1615 E WALLACE ST | FORT WAYNE | IN | 46803 | NONE | PC | GEN X-ENTREPRENEURIAL EVOLUTION | $2,500 |
| JUNIOR ACHIEVEMENT OF NORTHERN INDI | |||||||
| 550 E WALLEN RD | FORT WAYNE | IN | 46825 | NONE | PC | JA JOBSPARK & JA CAREER IGNITE | $25,000 |
| UNIVERSITY OF INDIANAPOLIS - CELL | |||||||
| 1400 E HANNA AVE | INDIANAPOLIS | IN | 46227 | NONE | PC | INDIANA PATHWAYS TO CAREERS & POSTSE | $402,366 |
| ORTHOPEDICS CAPITAL FOUNDATION INC | |||||||
| 102 S BUFFALO ST 3RD FL | WARSAW | IN | 46580 | NONE | PC | IXPLORE CTE CAREER EXPLORATION W/VIR | $360,394 |
| AFTER MATH ROBOTICS INC | |||||||
| 14720 FLINT CREEK XING | LEO | IN | 46768 | NONE | PC | LEO ROBOTICS | $10,000 |
| RESPECT 360 - RESPECT TEAM | |||||||
| PO BOX 309 | HUNTERTOWN | IN | 46748 | NONE | PC | TEENSPEAK | $7,500 |
| CARROLL HIGH SCHOOL | |||||||
| 3701 CARROLL RD | FORT WAYNE | IN | 46818 | NONE | PC | CARROLL HIGH SCHOOL ROBOTIC TEAM | $11,000 |
| SCHOOLS CARE INCORPORATED | |||||||
| 116 E BERRY ST SUITE 1300 | FORT WAYNE | IN | 46802 | NONE | PC | AMP LAB LEADERSHIP PILOT | $53,408 |
| FREEDOM ACADEMY INC | |||||||
| 401 E DIAMOND ST | KENDALLVILLE | IN | 46755 | NONE | PC | TEEN TRADES PROGRAM | $85,069 |
| COMMUNITY FOUNDATION OF DEKALB COUN | |||||||
| 700 MAIN ST | AUBURN | IN | 46706 | NONE | PC | TRANSFORMING COMMUNITIES: A NONPROFI | $60,000 |
| WARSAW COMMUNITY SCHOOLS | |||||||
| 1 ADMINISTRATION DR | WARSAW | IN | 46580 | NONE | PC | FUTURE WELDING & ADVANCED MANUFACTUR | $778,760 |
| EXPERIENCE THE HEART OF KENDALLVILL | |||||||
| 234 S MAIN ST | KENDALLVILLE | IN | 46755 | NONE | PC | INCUBATOR SPACE | $23,375 |
| THE ARK CHRISTIAN MINISTRIES | |||||||
| 3522 N 1000 W 27 | CONVERSE | IN | 46919 | NONE | PC | STEM & OUTDOOR EDUCATION | $105,000 |
| WHITLEY COUNTY COMMUNITY FOUNDATION | |||||||
| 1171 E WOODS WAY | COLUMBIA CITY | IN | 46725 | NONE | PC | IGNITE YOUR FUTURE PILOT PROGRAM | $110,000 |
| BRIDGE OF GRACE INC | |||||||
| 909 ELMROW DR | FORT WAYNE | IN | 46806 | NONE | PC | LEADERSHIP & TEAM DEVELOPMENT | $6,365 |
| EAST NOBLE HIGH SCHOOL | |||||||
| 901 GARDEN ST | KENDALLVILLE | IN | 46755 | NONE | PC | EAST NOBLE ROBOTICS | $10,000 |
| WARSAW COMMUNITY SCHOOLS | |||||||
| 1 ADMINISTRATION DR | WARSAW | IN | 46580 | NONE | PC | EISENHOWER ELEMENTARY SCHOOL K-3 ROB | $9,600 |
| THE ARK CHRISTIAN MINISTRIES | |||||||
| 3522 N 1000 W 27 | CONVERSE | IN | 46919 | NONE | PC | AFTER SCHOOL VEX ROBOTICS COMPETITIO | $4,750 |
| URBAN ENTERPRISE ASSOCIATION DBA | |||||||
| 1830 WAYNE TRACE | FORT WAYNE | IN | 46803 | NONE | PC | 40,100 PLUS UP TO 10,000 TO REIMBU | $40,100 |
| ADAMS COUNTY COMMUNITY FOUNDATION | |||||||
| 102 N 2ND ST | DECATUR | IN | 46733 | NONE | PC | 8TH GRADE LITERACY/STEM PROGRAM | $4,500 |
| WELLSPRING INTERFAITH SOCIAL SERVIC | |||||||
| 1316 BROADWAY | FORT WAYNE | IN | 46802 | NONE | PC | AFTER SCHOOL PROGRAM STEM PROJECT | $9,300 |
| BOYS & GIRLS CLUB OF FORT WAYNE IN | |||||||
| 2609 FAIRFIELD AVE | FORT WAYNE | IN | 46807 | NONE | PC | LIFE & CAREER READINESS | $249,650 |
| WOMEN'S FUND OF GREATER FORT WAYNE | |||||||
| 555 E WAYNE ST | FORT WAYNE | IN | 46802 | NONE | PC | WOMEN'S FUND INTERNSHIP PROGRAM | $90,000 |
| VISIT FORT WAYNE FOUNDATION INC | |||||||
| 927 S HARRISON ST | FORT WAYNE | IN | 46802 | NONE | PC | MUSIC ECONOMY STRATEGY & ASSESSMENT | $60,000 |
| EASTERSEALS ARC OF NORTHEAST INDIAN | |||||||
| 4919 COLDWATER RD | FORT WAYNE | IN | 46825 | NONE | PC | PR-MANUFACTURING ACADEMY 2024 | $25,000 |
| NEARSPACE EDUCATION INC | |||||||
| 79 RAILROAD ST | UPLAND | IN | 46989 | NONE | PC | BUILDING EXPANSION & MAKERSPACE | $100,000 |
| HEALTHIER MOMS AND BABIES | |||||||
| 1025 W RUDISILL BLVD | FORT WAYNE | IN | 46807 | NONE | PC | HMB DOULA COLLECTIVE & ENTREPRENEURS | $35,000 |
| COMMUNITY FOUNDATION OF GRANT COUNT | |||||||
| 505 W 4RD ST | MARION | IN | 46952 | NONE | PC | WIRED 2.0 - GRANT REGIONAL CAREER CE | $561,579 |
| BOYS & GIRLS CLUB OF HUNTINGTON COU | |||||||
| 608 E STATE ST | HUNTINGTON | IN | 46750 | NONE | PC | ENTREPRENUERSHIP & WORKFORCE READINE | $250,000 |
| BLUE JACKET INC | |||||||
| 2826 S CALHOUN ST | FORT WAYNE | IN | 46825 | NONE | PC | STRENGTHENING BLUE JACKET'S WORKFORC | $179,065 |
| WHITLEY COUNTY COMMUNITY FOUNDATION | |||||||
| 1171 E WOODS WAY | COLUMBIA CITY | IN | 46725 | NONE | PC | MANUFACTURING YOUR FUTURE SCHOLARSHI | $100,000 |
| JUNIOR ACHIEVEMENT OF NORTHERN INDI | |||||||
| 550 E WALLEN RD | FORT WAYNE | IN | 46825 | NONE | PC | JA ENTREPRENUERSHIP PATHWAY | $159,870 |
| DEKALB COUNTY CENTRAL UNITED SCHOOL | |||||||
| 3326 CO RD 427 | WATERLOO | IN | 46793 | NONE | PC | BARON ADVANCED MANUFACTURING PROGRAM | $300,000 |
| BE NOBLE INC | |||||||
| 401 E DIAMOND ST | KENDALLVILLE | IN | 46755 | NONE | PC | ENGAGE NOBLE | $30,000 |
| INDIANA WESLEYAN | |||||||
| 4201 S WASHINGTON ST | MARION | IN | 46953 | NONE | PC | IWU SCHOOL OF ENGINEERING EQUIPMENT | $571,473 |
| TROY SCHOOLS | |||||||
| 1811 EAST BUSINESS 30 | COLUMBIA CITY | IN | 46725 | NONE | PC | TROY ADVANCED MANUFACTURING CTE SCHO | $15,563 |
| BELIEVE IN A DREAM INC | |||||||
| PO BOX 10511 | FORT WAYNE | IN | 46852 | NONE | PC | YOUTH ENTREPRENUERSHIP RE-IMAGINED | $15,000 |
| ADAMS COUNTY COMMUNITY FOUNDATION | |||||||
| 102 N 2ND ST | DECATUR | IN | 46733 | NONE | PC | IGNITE YOUR FUTURE PILOT PROGRAM | $125,000 |
| COMMUNITY FOUNDATION OF WABASH COUN | |||||||
| 220 E MAIN ST | NORTH MANCHESTER | IN | 46962 | NONE | PC | IGNITE YOUR FUTURE PILOT PROGRAM | $125,000 |
| COMMUNITY FOUNDATION OF NOBLE COUNT | |||||||
| 103 W 3RD ST | LIGONIER | IN | 46767 | NONE | PC | IGNITE YOUR FUTURE PILOT PROGRAM | $125,000 |
| COMMUNITY FOUNDATION OF GRANT COUNT | |||||||
| 505 W 4RD ST | MARION | IN | 46952 | NONE | PC | IGNITE YOUR FUTURE PILOT PROGRAM | $113,400 |
| OHIO NORTHERN UNIVERSITY | |||||||
| 525 S MAIN ST | ADA | OH | 45810 | NONE | PC | DON WOOD FOUNDATION MACHINE | $525,000 |
| COMMUNITY FOUNDATION OF DEKALB COUN | |||||||
| 700 MAIN ST | AUBURN | IN | 46706 | NONE | PC | IGNITE YOUR FUTURE PILOT PROGRAM | $99,934 |
| TAYLOR UNIVERSITY | |||||||
| 1846 S MAIN ST | UPLAND | IN | 46989 | NONE | PC | BS IN MECH. ENGINEERING W/ CERTIFCAT | $498,351 |
| COMMUNITY FOUNDATION OF HUNTINGTON | |||||||
| 356 W PARK DR | HUNTINGTON | IN | 46750 | NONE | PC | IGNITE YOUR FUTURE PILOT PROGRAM | $125,000 |
| THE WELLS COUNTY FOUNDATION INC | |||||||
| 222 W MARKET ST | BLUFFTON | IN | 46714 | NONE | PC | IGNITE YOUR FUTURE PILOT PROGRAM | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,925,531 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| TRINE UNIVERSITY | |||||||
| 1 UNIVERSITY AVE | ANGOLA | IN | 46703 | NONE | PC | JOHN AND MARY PELLEGRINO STUDENT DES | $1,000,000 |
| THE STEM CONNECTION | |||||||
| 5407 MOORE RD | INDIANAPOLIS | IN | 46278 | NONE | PC | OUT-OF-SCHOOL STEM EDUCATION - NE IN | $68,000 |
| QUESTA EDUCATION FOUNDATION INC | |||||||
| 6502 CONSTITUTION DRIVE | FORT WAYNE | IN | 46804 | NONE | PC | MANUFACTURING AND ENTREPRENUERIAL SC | $220,000 |
| STARTEDUP FOUNDATION INC | |||||||
| 1220 WATERWAY BLVD H122 | INDIANAPOLIS | IN | 46202 | NONE | PC | NORTHEAST INDIANA INNOVATION EDUCATO | $150,000 |
| JUNIOR ACHIEVEMENT OF NORTHERN INDI | |||||||
| 550 E WALLEN RD | FORT WAYNE | IN | 46825 | NONE | PC | INCORRECT PAYABLE ON ORIGINAL GRANT | -$15 |
| UNIVERSITY OF INDIANAPOLIS - CELL | |||||||
| 1400 E HANNA AVE | INDIANAPOLIS | IN | 46227 | NONE | PC | INDIANA PATHWAYS TO CAREERS AND POST | $402,366 |
| TROY SCHOOLS | |||||||
| 1811 EAST BUSINESS 30 | COLUMBIA CITY | IN | 46725 | NONE | PC | TROY ADVANCED MANUFACTURING CTE SCHO | -$21,975 |
| COMMUNITY FOUNDATION OF DEKALB COUN | |||||||
| 700 MAIN ST | AUBURN | IN | 46706 | NONE | PC | IGNITE YOUR FUTURE PILOT PROGRAM | $899 |
| WELLS COUNTY FOUNDATION | |||||||
| 222 W MARKET ST | BLUFFTON | IN | 46714 | NONE | PC | IGNITE YOUR FUTURE PILOT PROGRAM - R | -$30,000 |
| HUNTINGTON UNIVERSITY | |||||||
| 2303 COLLEGE AVE | HUNTINGTON | IN | 46750 | NONE | PC | ENTREPRENEURSHIP DAY | $9,500 |
| WHITKO SCHOOL CORPORATION | |||||||
| 710 N ST RD 5 | LARWILL | IN | 46764 | NONE | PC | STUDENT VENTURE CHALLENGE | $3,000 |
| CENTER FOR WHITLEY COUNTY YOUTH | |||||||
| 201 W MARKET ST | COLUMBIA CITY | IN | 46725 | NONE | PC | STEAM AFTER-SCHOOL PROGRAM | $15,000 |
| ADAMS COUNTY COMMUNITY FOUNDATION I | |||||||
| 102 N 2ND ST | DECATUR | IN | 46733 | NONE | PC | HOOSIER PATTERN IRON POUR | $10,000 |
| WELLS COUNTY FOUNDATION INC | |||||||
| 222 W MARKET ST | BLUFFTON | IN | 46714 | NONE | PC | WELLS COUNTY LEADERSHIP ACADEMY | $10,000 |
| SEED FORT WAYNE | |||||||
| 1830 WAYNE TRACE | FORT WAYNE | IN | 46803 | NONE | PC | INNOVATIVE HOUSING AND SMALL SCALE D | $260,000 |
| STILLWATER HOSPICE | |||||||
| 5910 HOMESTEAD RD | FORT WAYNE | IN | 46814 | NONE | PC | BUSINESS DEVELOPMENT AND SALES TRAIN | $20,700 |
| GROW ALLEN | |||||||
| 200 E MAIN ST SUITE 800 | FORT WAYNE | IN | 46802 | NONE | PC | GROW ALLEN STARTUP | $75,000 |
| GRANT REGIONAL CAREER CENTER - GRAN | |||||||
| 1240 S ADAMS ST | MARION | IN | 46953 | NONE | PC | WIRED 2.0 | $479,662 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,672,137 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,133,914 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,244,433 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD REDEMPTION | Desc |
| Related Or Exempt Function Incm | $2,000 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $8,378,347 | ExclusionAmt |
| Related Or Exempt Function Incm | $2,000 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,380,347 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ACCOUNTING SERVICES, TAX PREP | $41,550 | $4,155 |
| ATTEST SERVICES | $9,300 | $930 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (54 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| LENOVO - 2 DSKTP 1 LPTP | 2019-01-23 | $5,468 | $5,377 | S/L | 5.0000 | $91 |
| LENOVO THINKPAD & ACCESS. | 2019-07-29 | $2,594 | $2,292 | S/L | 5.0000 | $302 |
| HP PRINTER | 2020-01-27 | $2,200 | $843 | STRAIGHT LINE | 5.0000 | |
| CHAIRS | 2020-08-11 | $6,503 | $1,316 | STRAIGHT LINE | 7.0000 | |
| LENOVO THINKPAD NOTEBOOK | 2020-08-18 | $1,941 | $517 | STRAIGHT LINE | 5.0000 | |
| LENOVO THINKPAD PRO | 2021-02-01 | $2,254 | $413 | STRAIGHT LINE | 5.0000 | |
| LENOVO THINKPAD | 2021-08-18 | $2,154 | $144 | STRAIGHT LINE | 5.0000 | |
| LENOVO THINKPAD | 2021-08-26 | $2,129 | $142 | STRAIGHT LINE | 5.0000 | |
| LENOVO THINKPAD | 2021-08-26 | $2,623 | $175 | STRAIGHT LINE | 5.0000 | |
| LENOVO THINKPAD | 2021-08-26 | $2,623 | $175 | STRAIGHT LINE | 5.0000 | |
| LENOVO THINKPAD | 2021-08-26 | $2,623 | $175 | STRAIGHT LINE | 5.0000 | |
| SERVER CABINET | 2021-09-14 | $1,182 | $79 | STRAIGHT LINE | 5.0000 | |
| 2 - 48 PORT POE + SWITCHES | 2021-09-14 | $2,025 | $135 | STRAIGHT LINE | 5.0000 | |
| 2U RACK 100 V AC INPUT | 2021-09-01 | $1,339 | $89 | STRAIGHT LINE | 5.0000 | |
| HP PRINTER | 2020-01-27 | $2,200 | $1,723 | S/L | 5.0000 | $440 |
| LENOVO THINKPAD NOTEBOOK | 2020-08-18 | $1,941 | $1,294 | S/L | 5.0000 | $388 |
| LENOVO THINKPAD PRO | 2021-02-01 | $2,254 | $1,315 | S/L | 5.0000 | $451 |
| LAND | 2021-03-29 | $293,800 | ||||
| LENOVO THINKPAD (JULIE) | 2021-08-18 | $2,154 | $1,005 | S/L | 5.0000 | $431 |
| LENOVO THINKPAD (CONFERENCE) | 2021-08-26 | $2,129 | $993 | S/L | 5.0000 | $426 |
| LENOVO THINKPAD (LAUREN) | 2021-08-26 | $2,623 | $1,224 | S/L | 5.0000 | $524 |
| LENOVO THINKPAD (CARMEN) | 2021-08-26 | $2,623 | $1,224 | S/L | 5.0000 | $524 |
| LENOVO THINKPAD (PATRICK) | 2021-08-26 | $2,623 | $1,224 | S/L | 5.0000 | $524 |
| BUILDING | 2022-01-04 | $1,521,681 | $76,350 | S/L | 40.0000 | $38,042 |
| WALL PAINTING/DECOR | 2022-01-04 | $136,355 | $18,181 | S/L | 15.0000 | $9,090 |
| DONATED LAND | 2022-01-04 | $39,500 | ||||
| SECURITY SYSTEM | 2022-01-04 | $31,714 | $6,343 | S/L | 10.0000 | $3,171 |
| FIRE PROTECITON SYSTEM | 2022-01-04 | $7,501 | $1,500 | S/L | 10.0000 | $750 |
| CAMERAS | 2022-01-04 | $14,944 | $2,989 | S/L | 10.0000 | $1,494 |
| MONUMENT SIGN | 2022-01-04 | $14,890 | $1,985 | S/L | 15.0000 | $993 |
| FLOORING | 2022-01-04 | $68,000 | $9,067 | S/L | 15.0000 | $4,533 |
| MIRRORS | 2022-01-04 | $1,900 | $380 | S/L | 10.0000 | $190 |
| APPLIANCES | 2022-01-04 | $7,140 | $1,428 | S/L | 10.0000 | $714 |
| COUNTERTOPS | 2022-01-04 | $37,140 | $7,428 | S/L | 10.0000 | $3,714 |
| HVAC | 2022-01-04 | $67,400 | $8,987 | S/L | 15.0000 | $4,493 |
| (2) UPHOLSTERED BENCHES | 2022-01-04 | $3,906 | $781 | S/L | 10.0000 | $391 |
| (2) UPHOLSTERED LOUNGE CHAIRS | 2022-01-04 | $9,292 | $1,858 | S/L | 10.0000 | $930 |
| LINKING DRUM TABLE | 2022-01-04 | $1,466 | $293 | S/L | 10.0000 | $147 |
| (2) UPHOLSTERED ARMLESS CLUB CHAIR | 2022-01-04 | $2,614 | $523 | S/L | 10.0000 | $261 |
| (2) UPHOLSTERED CLUB CHAIR W/ WOOD ARM CAP | 2022-01-04 | $3,134 | $627 | S/L | 10.0000 | $313 |
| ROUND END TABLE | 2022-01-04 | $1,774 | $355 | S/L | 10.0000 | $177 |
| CUSTOM HEIGHT ADJUSTABLE BOAT SHAPED TABLE | 2022-01-04 | $1,790 | $358 | S/L | 10.0000 | $179 |
| 2 LEG HEIGHT ADJUSTABLE TABLE BASE | 2022-01-04 | $3,288 | $658 | S/L | 10.0000 | $328 |
| SERVER CABINET | 2021-09-14 | $1,182 | $552 | S/L | 5.0000 | $236 |
| 2 - 48 PORT POE + SWITCHES | 2021-09-14 | $2,025 | $945 | S/L | 5.0000 | $405 |
| 2U RACK 100 V AC INPUT | 2021-09-01 | $1,339 | $625 | S/L | 5.0000 | $268 |
| KEYSTONE SAFE | 2022-02-08 | $4,269 | $1,169 | S/L | 7.0000 | $610 |
| BUILDING IMPROVEMENTS | 2022-10-31 | $88,161 | $6,857 | S/L | 15.0000 | $5,877 |
| SECURITY SYSTEM | 2022-12-14 | $6,323 | $685 | S/L | 10.0000 | $632 |
| WALL ART/PAINTING | 2023-09-01 | $42,842 | $952 | S/L | 15.0000 | $2,856 |
| CULTURAL COMMITMENTS WALL | 2024-02-13 | $24,828 | S/L | 15.0000 | $1,517 | |
| CONFERENCE ROOM REMODEL | 2024-04-17 | $29,385 | S/L | 15.0000 | $1,306 | |
| BOARDROMM CAMERA SYSTEM | 2024-12-13 | $14,705 | S/L | 10.0000 | $123 | |
| COMPUTERS | 2024-11-01 | $5,937 | S/L | 10.0000 | $99 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BOND FUND | $44,943,389 | $44,943,389 |
| FIXED INCOME ETP | $26,283,530 | $26,283,530 |
| BONDS | $8,231,741 | $8,231,741 |
| ACCRUED INTEREST | $103,443 | $103,443 |
| OTHER HOLDINGS | $42,616,945 | $42,616,945 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITY ETPS | $111,009,753 | $111,009,753 |
| OTHER ETP | $2,011,630 | $2,011,630 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| FURNITURE AND EQUIPMENT | $501,465 | $125,249 | $376,216 | |
| CONSTRUCTION IN PROGRESS | ||||
| BUILDING | $1,682,069 | $132,241 | $1,549,828 | |
| LAND | $333,300 | $333,300 | $333,300 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (6 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt |
|---|---|
| LEGAL FEES SHAMBAUGH KAST | $3,933 |
| LEGAL FEES BECKMAN LAWSON | $8,559 |
| LEGAL FEES BARRETT MCNAGNY | $19,831 |
| LEGAL FEES KREIG DEVAULT LLP | $22,945 |
| LEGAL FEES STOUT INTERMEDIATE HO | $3,690 |
| LEGAL FEES MARK BLOOM LAW | $870 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PREPAID EXPENSES | $607 | $607 | $607 |
| RIGHT OF USE ASSETS | $9,049 | $5,410 | $5,410 |
| ACCRUED INCOME | $10,183 | $10,183 | |
| PREPAID EXPENSES | $58,523 | $58,523 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CHANGE IN PRESENT VALUE OF PLEDGES PAYABLE | $25,613 |
| ADJUSTMENT FOR PRIOR PERIOD | $12,090 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (22 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| BANK FEES | $257 | |
| EQUIPMENT RENTAL/MAINTENTANCE | $6,091 | |
| INSURANCE GENERAL | $53,119 | |
| INTERNET | $7,715 | $5,133 |
| MARKETING | $356,084 | $356,084 |
| POSTAGE | $1,188 | $790 |
| SOFTWARE | $45,176 | $44,721 |
| SUBSCRIPTIONS | $83,222 | $17,130 |
| SUPPLIES | $5,870 | $3,905 |
| TELEPHONE | $15,289 | $10,171 |
| GRANT TRACKING SOFTWARE | $32,163 | $32,163 |
| COMPUTER EQUIPMENT | $3,145 | |
| EVENTS AND SPONSORSHIPS | $22,195 | $22,195 |
| PAYROLL PROCESSING | $39,312 | $26,152 |
| WEBSITE DOMAIN AND REGISTRATI | $185 | $185 |
| GRANT RESEARCH | $195,945 | $195,945 |
| SMALL EQUIPMENT | $2,636 | |
| EMPLOYEE EDUCATION | $21,894 | |
| MARKETING SUPPLIES | $30,464 | $30,464 |
| PROFESSIONAL DEVELOPMENT | $3,438 | |
| ACH FEES | $595 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD REDEMPTION | Desc |
| Revenue And Expenses Per Books | $2,000 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $14,888,639 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| EXCISE TAX PAYABLE | $66,000 | $16,500 |
| LEASE LIABILITY | $9,039 | $5,427 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $309,635 | $309,635 | |
| IT SERVICES | $30,181 | ||
| CONTRACT SERVICES | $21,000 | ||
| GRANT CONSULTING | $74,340 | $74,340 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE TAX | $123,530 | |
| FOREIGN TAX PAID | $58,165 | $58,165 |