SIA FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SIA FOUNDATION INC (EIN 35-2033162)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-07
- IRS object ID
- 202523129349100502
- Schema version
- 2024v5.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-07T12:06:49-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352033162 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIA FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SIAF | BusinessNameControlTxt |
| Phone | 7654491111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6470 | AddressLine1Txt |
| City | LAFAYETTE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 479036470 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | David Toles | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Phone | 7654491111 | PhoneNum |
| Signature | 2025-11-08 | SignatureDt |
| 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 | $5,415,337 | 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 |
| Interest On Sav Rev And Expnss | $18,388 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $18,388 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $102,476 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $102,476 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $0 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $320,078 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,334,198 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $320,078 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $0 | IncmModificationsAdjNetIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $0 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $440,942 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $440,942 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $0 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $0 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $64,316 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $64,316 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $0 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $0 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $0 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $0 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,104 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $278 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $826 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $0 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $65,420 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $64,594 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $826 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $313,540 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $313,540 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $378,960 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $64,594 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $314,366 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $61,982 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $376,348 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $733 | CashBOYAmt |
| Cash EOY | $1,050 | CashEOYAmt |
| Cash EOYFMV | $1,050 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $127,489 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $87,275 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $87,275 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations BOY | $409,327 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $440,513 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $435,565 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,806,196 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,905,298 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,604,479 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $319,580 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $283,260 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $286,968 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,663,325 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,717,396 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,415,337 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $0 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Grants Payable BOY | $15,107 | GrantsPayableBOYAmt |
| Grants Payable EOY | $7,196 | GrantsPayableEOYAmt |
| Deferred Revenue BOY | $0 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $0 | DeferredRevenueEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $15,107 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,196 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $4,648,218 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,710,200 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,648,218 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,710,200 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,663,325 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,717,396 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,648,218 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $61,982 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,710,200 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,710,200 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| Public Traded Securities | $419,171 | $0 | $411,951 | $7,220 | $7,220 |
| Public Traded Securities | $1,915,027 | $0 | $1,598,202 | $316,825 | $316,825 |
| Public Traded Securities | $0 | $0 | $3,967 | -$3,967 | -$3,967 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $320,078 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,231 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,231 | SubtotalAmt |
| Tax Based On Investment Income | $5,231 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $10,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,769 | OverpaymentAmt |
| Applied To ES Tax | $4,769 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| 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 | N A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Subaru of Indiana Automotive Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7654491111 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5500 State Road 38 East | AddressLine1Txt |
| City | Lafayette | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47905 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| David Toles | ||||||||
| PO Box 5689 | Lafayette | IN | 47903 | Director | 2.50 | $0 | $0 | $0 |
| Lesley Denham | ||||||||
| PO Box 5689 | Lafayette | IN | 47903 | Director | 0.50 | $0 | $0 | $0 |
| Julie Cole | ||||||||
| PO Box 5689 | Lafayette | IN | 47903 | Director | 0.50 | $0 | $0 | $0 |
| Edward Wulbrecht | ||||||||
| PO Box 5689 | Lafayette | IN | 47905 | President | 2.50 | $0 | $0 | $0 |
| Scott Riggins | ||||||||
| PO Box 5689 | Lafayette | IN | 47903 | Director & Secretary | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Wells Fargo | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 South Wacker Dr | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Management | ServiceTypeTxt |
| Compensation | $62,622 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Gifts and Grants | Description1Txt |
| Expenses1 | $313,540 | Expenses1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,339,662 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $134,473 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,474,135 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,474,135 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $82,112 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,392,023 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $269,601 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $269,601 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,231 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $0 | IncomeTaxAmt |
| Total Tax | $5,231 | TotalTaxAmt |
| Distributable Before Adj | $264,370 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $264,370 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $264,370 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $314,366 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $314,366 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $264,370 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $516 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr5 | $12,077 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $6,758 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $31,218 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $45,866 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $95,919 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $314,366 | QualifyingDistributionsAmt |
| Applied To Year1 | $516 | AppliedToYear1Amt |
| Applied To Current Year | $264,370 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $49,482 | RemainingDistriFromCorpusAmt |
| Total Corpus | $145,401 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $12,077 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $133,324 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $6,758 | ExcessFromYear4Amt |
| Excess From Year3 | $31,218 | ExcessFromYear3Amt |
| Excess From Year2 | $45,866 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $49,482 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Application | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 6470 | AddressLine1Txt |
| City | Lafayette | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7654496565 | RecipientPhoneNum |
| Form And Info And Materials | SIA Foundation Grant Application Form required plus copy of IRS Determination letter for exempt status. Included should be a description of the capital project who will benefit from the project and the amount of the request. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | 3 31 | SubmissionDeadlinesTxt |
| Restrictions On Awards | Grant requests must be for $1,000 or more with a maximum request amount of $15,000. Funding must be used for the capital investments in facilities equipment or real estate non-operating expenses. Applying organizations must be either: 1 tax exempt under the Internal Revenue Code section 501c with a chapter office in Indiana 2 an education institution located in Indiana or 3 an Indiana governmental or quasi-governmental entity. Organizations must be financially sound. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (64 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BrookIroquois Township Community Fund | |||||||
| 316 N Highway Street | Brook | IN | 47922 | No Relationship | N A | Matching Gift | $100 |
| Brooks Place for Grieving Young People | |||||||
| 8935 N Meridian St 200 | Indianapolis | IN | 46260 | No Relationship | N A | Matching Gift | $100 |
| CASAs for Kids Fund | |||||||
| 301 Main St | West Lafayette | IN | 47906 | No Relationship | N A | Matching Gift | $800 |
| Delphi Opera House | |||||||
| P O Box 83 | Delphi | IN | 46923 | No Relationship | N A | Grant | $100 |
| Food Finders Food Bank | |||||||
| 1204 Greenbush Street | Lafayette | IN | 47904 | No Relationship | N A | Matching Gift | $100 |
| ILADD Inc | |||||||
| 1393 W Oak Street | Zionsville | IN | 46077 | No Relationship | N A | Matching Gift | $200 |
| KLD Alzheimers Foundation | |||||||
| 245 W Ramey St | Rossville | IN | 46065 | No Relationship | N A | Matching Gift | $100 |
| Lafayette Urban Ministry | |||||||
| 420 N 4th St | Lafayette | IN | 47901 | No Relationship | N A | Grant | $9,607 |
| Living Alternatives Pregnancy Resource Center | |||||||
| 1274 E Country Road 500 N | Frankfort | IN | 46041 | No Relationship | N A | Matching Gift | $100 |
| Loving Paws Animal Center | |||||||
| 7750 State Road 43 N | Battle Ground | IN | 47920 | No Relationship | N A | Matching Gift | $200 |
| Noblesville Schools | |||||||
| 5965 Boundary Drive | Noblesville | IN | 46062 | No Relationship | N A | Matching Gift | $100 |
| Purdue Research Foundation | |||||||
| 403 W Wood St | West Lafayette | IN | 47907 | No Relationship | N A | Matching Gift | $100 |
| Servants at Work | |||||||
| 8427 Zionsville Road | Indianapolis | IN | 46268 | No Relationship | N A | Matching Gift | $100 |
| Western Indiana Radio Emergency Service | |||||||
| 5 Adina Place | Lafayette | IN | 47905 | No Relationship | N A | Matching Gift | $100 |
| Woodhaven Rescue Farm | |||||||
| 7400 S 775 E | Lafayette | IN | 47905 | No Relationship | N A | Matching Gift | $100 |
| BrookIroquois Washington Public Library | |||||||
| 100 W Main St | Brook | IN | 47922 | No Relationship | N A | Grant | $2,748 |
| Heart and Soul Clinic | |||||||
| 17338 Westfield Park Rd | Westfield | IN | 46074 | No Relationship | N A | Grant | $6,000 |
| Hillsboro Volunteer Fire Department | |||||||
| 302 Murphy St | Hillsboro | IN | 47949 | No Relationship | N A | Grant | $12,420 |
| Imagination Station | |||||||
| 600 N 4th St | Lafayette | IN | 47901 | No Relationship | N A | Grant | $13,940 |
| Jacobs Well | |||||||
| 8757 Rufing Rd | Greenville | IN | 47124 | No Relationship | N A | Grant | $4,127 |
| McCutcheon High School | |||||||
| 4951 US 231 | Lafayette | IN | 47909 | No Relationship | N A | Grant | $15,000 |
| Recovery Coalition | |||||||
| 1300 S Ladoga Rd | Crawfordsville | IN | 47933 | No Relationship | N A | Grant | $15,500 |
| Red Barn Summer Theatre | |||||||
| 2120 E Kelly Rd | Frankfort | IN | 46041 | No Relationship | N A | Grant | $11,143 |
| Right Steps Child Development Centers | |||||||
| 31 N 7th St | Lafayette | IN | 47901 | No Relationship | N A | Grant | $8,125 |
| Children of Promise | |||||||
| P O Box 2316 | Anderson | IN | 46018 | No Relationship | N A | Matching Gift | $100 |
| Multiplying Good Indiana | |||||||
| 348 West 57th Street | New York | NY | 10019 | No Relationship | N A | Matching Gift | $10,000 |
| 461 Boosters FIRST | |||||||
| 1200 N Salisbury St | West Lafayette | IN | 47906 | No Relationship | N A | Grant | $4,300 |
| Crawford County High School Drama | |||||||
| 1130 S St Rd 66 | Marengo | IN | 47140 | No Relationship | N A | Grant | $15,000 |
| Horizon House | |||||||
| 1033 East Washington St | Indianapolis | IN | 46202 | No Relationship | N A | Grant | $12,110 |
| Isaiah 117 House | |||||||
| PO Box 842 | Elizabethton | TN | 37644 | No Relationship | N A | Grant | $10,000 |
| Logansport Intermediate School | |||||||
| 1600 Chase Rd | Logansport | IN | 46947 | No Relationship | N A | Grant | $6,796 |
| Pike County Christian Assistance | |||||||
| 27 West Locust Street | Petersburg | IN | 47567 | No Relationship | N A | Grant | $3,949 |
| Real Services | |||||||
| 1151 S Michigan St | South Bend | IN | 46601 | No Relationship | N A | Grant | $1,061 |
| South Newton High School | |||||||
| 13102 S 50 E | Kentland | IN | 47951 | No Relationship | N A | Grant | $14,925 |
| SullivanMunce Cultural Center | |||||||
| 225 W Hawthorne St | Zionsville | IN | 46077 | No Relationship | N A | Grant | $12,080 |
| Town of Dayton | |||||||
| 721 Walnut Street | Dayton | IN | 47941 | No Relationship | N A | Grant | $4,465 |
| YMCA Camp Tecumseh | |||||||
| 12635 W Tecumseh Bend Road | Brookston | IN | 47923 | No Relationship | N A | Matching Gift | $100 |
| College Mentors for Kids | |||||||
| 6081 E 82nd St | Indianapolis | IN | 46250 | No Relationship | N A | Matching Gift | $100 |
| Riley Childrens Foundation | |||||||
| 500 N Meridian St | Indianapolis | IN | 46204 | No Relationship | N A | Matching Gift | $100 |
| PawSwaP of Greater Lafayette | |||||||
| 1900 Iroquois Trail | Lafayette | IN | 47909 | No Relationship | N A | Matching Gift | $100 |
| American Heart Association | |||||||
| 8720 Castle Creek Pkwy E Dr 100 | Indianapols | IN | 46250 | No Relationship | N A | Matching Gift | $50 |
| Indiana FFA Foundation | |||||||
| 6060 FFA Dr | Indianapolis | IN | 46278 | No Relationship | N A | Matching Gift | $100 |
| Penrod Society | |||||||
| P O Box 40817 | Indianapolis | IN | 46240 | No Relationship | N A | Matching Gift | $100 |
| Almost Home Humane Society | |||||||
| 1705 S 2nd Street | Lafayette | IN | 47905 | No Relationship | N A | Matching Gift | $200 |
| Wyandotte Elementary PTO | |||||||
| 5865 E 50 S | Indianapolis | IN | 46260 | No Relationship | N A | Matching Gift | $100 |
| Lafayette Catholic School System | |||||||
| 2410 S 9th Street | Lafayette | IN | 47909 | No Relationship | N A | Matching Gift | $100 |
| The Arc of Greater Boone County | |||||||
| 900 W Main St | Lebanon | IN | 46052 | No Relationship | N A | Grant | $5,500 |
| Family Promise of Greater Lafayette | |||||||
| 2010 Elmwood Ave | Lafayette | IN | 47904 | No Relationship | N A | Grant | $9,000 |
| The Farm at Prophetstown | |||||||
| 3534 Prophetstown Rd | Battle Ground | IN | 47902 | No Relationship | N A | Grant | $1,000 |
| Five Points Fire Museum | |||||||
| 1511 Main St | Lafayette | IN | 47901 | No Relationship | N A | Grant | $5,000 |
| Bravely Womens Health | |||||||
| 664 Isaiah Street | West Lafayette | IN | 47906 | No Relationship | N A | Matching Gift | $200 |
| Bravely Womens Health | |||||||
| 664 Isaiah Street | West Lafayette | IN | 47906 | No Relationship | N A | Grant | $15,000 |
| Cystic Fibrosis Foundation | |||||||
| 8445 Keystone Crossing Suite 135 | Indianapolis | IN | 46240 | No Relationship | N A | Matching Gift | $100 |
| Hemophilia of Indiana | |||||||
| 6910 N Shadeland Avenue Suite 140 | Indianapolis | IN | 46220 | No Relationship | N A | Matching Gift | $100 |
| Paul Phillippe Resource Center | |||||||
| 401 W Walnut St | Frankfort | IN | 46041 | No Relationship | N A | Grant | $10,337 |
| B O Trail Association | |||||||
| P O Box 142 | Brownsburg | IN | 46112 | No Relationship | N A | Matching Gift | $45 |
| Battle Ground Middle School | |||||||
| 6100 N 50 W | West Lafayette | IN | 47906 | No Relationship | N A | Grant | $1,886 |
| Constellation Stage and Screen | |||||||
| 122 S Walnut St | Bloomington | IN | 47404 | No Relationship | N A | Grant | $5,490 |
| JUGA Bellmore Volunteer Fire Department | |||||||
| 7020 US 36 | Rockville | IN | 47872 | No Relationship | N A | Grant | $14,125 |
| Tippecanoe School Corporation | |||||||
| 21 Elston Road | Lafayette | IN | 47909 | No Relationship | N A | Grant | $1,299 |
| Walton Community Volunteer Fire Department | |||||||
| 210 S Depot St | Walton | IN | 46994 | No Relationship | N A | Grant | $12,043 |
| YWCA Greater Lafayette | |||||||
| 605 N 6th St | Lafayette | IN | 47901 | No Relationship | N A | Grant | $11,486 |
| American Pianists Association | |||||||
| 4603 Clarendon Rd Ste 030 | Indianapolis | IN | 46208 | No Relationship | N A | Grant | $14,993 |
| Frontier Elementary School | |||||||
| 811 S Railroad St | Brookston | IN | 47923 | No Relationship | N A | Grant | $9,190 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $313,540 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl (7 entries)
| Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
Membership Dues And Assmnt MembershipDuesAndAssmntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,388 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $102,476 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $320,078 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (5 entries)
| Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $440,942 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $440,942 | TotalIncomeProducingActyAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Corporate Bonds | BondNm |
| EOY Book Value | $283,260 | EOYBookValueAmt |
| EOYFMV | $286,968 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Corporate Stock & Mutual Funds | StockNm |
| EOY Book Value | $3,905,298 | EOYBookValueAmt |
| EOYFMV | $4,604,479 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $409,327 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $435,565 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $440,513 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $435,565 | StateLocalSecEOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Fund Management Fee | $62,622 | $62,622 | $0 | $0 |
| Miscellaneous Other | $1,694 | $1,694 | $0 | $0 |