FOUNDATIONS OF EAST CHICAGO INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- FOUNDATIONS OF EAST CHICAGO INC (EIN 20-8445003)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-21
- IRS object ID
- 202611119349100506
- Schema version
- 2025v4.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-21T05:56:51-06:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 141857445 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | C A WHITTAKER & ASSOCIATES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 E 5th Avenue Suite A | AddressLine1Txt |
| City | Gary | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208445003 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATIONS OF EAST CHICAGO INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ROSA PENA | InCareOfNm |
| Business Name Control | FOUN | BusinessNameControlTxt |
| Phone | 2193924225 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 W CHICAGO AVENUE | AddressLine1Txt |
| City | East Chicago | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 463123308 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROSA PENA | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2193924225 | PhoneNum |
| Signature | 2026-03-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CURTIS WHITTAKER CPA | PreparerPersonNm |
| PTIN | P00629216 | PTIN |
| Phone | 2198800850 | PhoneNum |
| Preparation | 2026-04-21 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $44,633,333 | 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 | $2,492,340 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,230 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,107,441 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,107,441 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,611,262 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,337,720 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,611,262 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $7,215,273 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,718,703 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $269,954 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $26,995 | CompOfcrDirTrstNetInvstIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $280,752 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $16,845 | OthEmplSlrsWgsNetInvstIncmAmt |
| Pension Empl Bnft Rev And Expnss | $115,902 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $6,264 | PensionEmplBnftNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $71,602 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $19,404 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $71,035 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,262 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $47,753 | OtherProfFeesRevAndExpnssAmt |
| Interest Rev And Expnss | $113 | InterestRevAndExpnssAmt |
| Taxes Rev And Expnss | $54,530 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $25,900 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $8,382 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $838 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $67,906 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $6,791 | OccupancyNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $353,967 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $253,687 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,341,896 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $360,986 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,144,902 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,135,140 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,486,798 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $360,986 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,135,140 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,728,475 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,357,717 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $330,766 | CashBOYAmt |
| Cash EOY | $359,821 | CashEOYAmt |
| Cash EOYFMV | $2,410,389 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,513,139 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,050,568 | SavAndTempCashInvstEOYAmt |
| Acct Rcvbl | $268,924 | AcctRcvblAmt |
| Acct Rcvbl BOY | $281,702 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $268,924 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $268,924 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $29,125 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $32,307 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $32,307 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $25,168,518 | CorporateStockBOYAmt |
| Corporate Stock EOY | $22,239,005 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $22,239,005 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $12,048,201 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $9,427,827 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $9,427,827 | CorporateBondsEOYFMVAmt |
| Other Investments EOY | $10,243,151 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,243,151 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $156,727 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $144,997 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $17,707 | LandBOYAmt |
| Land EOY | $11,730 | LandEOYAmt |
| Land EOYFMV | $11,730 | LandEOYFMVAmt |
| Other Assets BOY | $65,226 | OtherAssetsBOYAmt |
| Total Assets BOY | $40,454,384 | TotalAssetsBOYAmt |
| Total Assets EOY | $44,633,333 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $44,633,333 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $179,359 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $110,499 | AccountsPayableEOYAmt |
| Grants Payable BOY | $351,606 | GrantsPayableBOYAmt |
| Grants Payable EOY | $361,368 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $1,371 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $7,270 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $532,336 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $479,137 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $39,922,048 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $44,154,196 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $39,922,048 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $44,154,196 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $40,454,384 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $44,633,333 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $39,922,048 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,728,475 | ExcessRevenueOverExpensesAmt |
| Other Increases | $503,673 | OtherIncreasesAmt |
| Subtotal | $44,154,196 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $44,154,196 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Various investm securities & bonds | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2025-01-01 | AcquiredDt |
| Sold | 2025-12-31 | SoldDt |
| Gross Sales Price | $15,337,720 | GrossSalesPriceAmt |
| Cost Or Other Basis | $11,726,458 | CostOrOtherBasisAmt |
| Gain Or Loss | $3,611,262 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $3,611,262 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,611,262 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $60,572 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $60,572 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $60,572 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $22,800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $22,800 | TotalPaymentsAndCreditsAmt |
| Tax Due | $37,772 | TaxDueAmt |
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 | www.foundationsec.org | WebsiteAddressTxt |
| Individual With Books | ROSA PENA | IndividualWithBooksNm |
| Phone | 2193924225 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 W CHICAGO AVE | AddressLine1Txt |
| City | EAST CHICAGO | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46312 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| George Weems | ||||||||
| 4311 Franklin Street | EAST CHICAGO | IN | 46312 | PRESIDENT | 4.00 | $36,000 | $0 | $0 |
| Joseph Verduzco | ||||||||
| 2310 PURDUE DRIVE | East Chicago | IN | 46312 | TREASURER | 3.00 | $18,000 | $0 | $0 |
| Nadyne Kokot | ||||||||
| 4018 Deodar Street | East Chicago | IN | 46312 | VICE PRESIDENT | 3.00 | $17,600 | $0 | $0 |
| Thomas Johnson | ||||||||
| 1213 E Columbus Drive | East Chicago | IN | 46312 | SECRETARY | 3.00 | $18,000 | $0 | $0 |
| Maria Vargas | ||||||||
| 4746 Northcote | East Chicago | IN | 46312 | DIRECTOR | 3.00 | $18,000 | $0 | $0 |
| Richard Peterson | ||||||||
| 4016 Deodar Street | East Chicago | IN | 46312 | DIRECTOR | 3.00 | $17,600 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| ROSA PENA | ||||||||
| 8536 LARKSPUR TERRACE | Saint John | IN | 46373 | Executive Director | 40.00 | $134,679 | $0 | $0 |
| ALEXIS JIMINEZ | ||||||||
| 8381 MAGNOLIA STREET | Saint John | IN | 46373 | ADMINISTRATIVE ASSIS | 40.00 | $79,671 | $0 | $0 |
| JANET WOZNIAK | ||||||||
| 890 Jordan Circle | Schererville | IN | 46375 | PROGRAM MANAGER | 40.00 | $81,662 | $0 | $0 |
| TEREKA BOONE | ||||||||
| 2591 SAMUELSON ROAD | Portage | IN | 46368 | EDUCATION PROGRAM DI | 40.00 | $80,689 | $0 | $0 |
| RAQUEL AVILA | ||||||||
| 4134 Ivy Street | East Chicago | IN | 46312 | Office Operation Per | 40.00 | $57,170 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARNES & THORNBURG LLP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 SOUTH MERIDIAN STREET | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | LEGAL | ServiceTypeTxt |
| Compensation | $68,649 | CompensationAmt |
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 | $13,259,546 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,106,250 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,365,796 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,365,796 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $215,487 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,150,309 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $707,515 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $707,515 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $60,572 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $60,572 | TotalTaxAmt |
| Distributable Before Adj | $646,943 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $646,943 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $646,943 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,135,140 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,135,140 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $646,943 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $2,719,566 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,779,167 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,321,618 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,705,569 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,390,696 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,916,616 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,135,140 | QualifyingDistributionsAmt |
| Applied To Current Year | $646,943 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,488,197 | RemainingDistriFromCorpusAmt |
| Total Corpus | $12,404,813 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $2,719,566 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $9,685,247 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,779,167 | ExcessFromYear4Amt |
| Excess From Year3 | $2,321,618 | ExcessFromYear3Amt |
| Excess From Year2 | $1,705,569 | ExcessFromYear2Amt |
| Excess From Year1 | $1,390,696 | ExcessFromYear1Amt |
| Excess From Current Year | $1,488,197 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ROSA PENA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 W CHICAGO AVENUE | AddressLine1Txt |
| City | EAST CHICAGO | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46312 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2193924225 | RecipientPhoneNum |
| Recipient Email Address | rpena@foundationsec.org | RecipientEmailAddressTxt |
| Form And Info And Materials | REQUESTS FOR GRANTS AND/ORDONATIONS ARE MADE TO THE BOARDOF DIRECTORS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DEADLINES VARY | SubmissionDeadlinesTxt |
| Restrictions On Awards | QUALIFIED APPLICANT MUST BE CLASSIFIED AS A LEGITIMATE 501C3 EXEMPT ORGANIZATION | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE ATTACHED | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE ATTACHED | AddressLine1Txt |
| City | East Chicago | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46312 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PF | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | to follow | GrantOrContributionPurposeTxt |
| Amt | $1,783,534 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,783,534 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE ATTACHED | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE ATTACHED | AddressLine1Txt |
| City | East Chicago | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46312 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PF | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | to follow | GrantOrContributionPurposeTxt |
| Amt | $361,368 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $361,368 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,230 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,107,441 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,611,261 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,722,932 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,722,932 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERISTAR CASINO | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 AMERISTAR BLVD | AddressLine1Txt |
| City | EAST CHICAGO | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46312 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,492,340 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Accounting Fees | $43,035 | $2,582 | $0 | $0 |
| Audit Fees | $28,000 | $1,680 | $0 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Corporate bonds and debt | BondNm |
| EOY Book Value | $9,427,827 | EOYBookValueAmt |
| EOYFMV | $9,427,827 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Mutual funds | $476,858 | $476,858 |
| Domestic and Alternative Fund | $21,762,147 | $21,762,147 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Investments Held in Trust | CategoryOrItemTxt |
| Book Value | $10,243,151 | BookValueAmt |
| EOYFMV | $10,243,151 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| COMPUTER EQUIPMENT | $43,672 | $34,634 | $9,038 | $9,038 |
| FURNITURE FIXTURES | $63,002 | $63,002 | $0 | $0 |
| LEASEHOLD IMPROVEMENTS | $42,823 | $42,823 | $0 | $0 |
| OFFICE EQUIPMENT | $7,230 | $4,538 | $2,692 | $2,692 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| LEGAL FEES | $27,852 | $7,548 | $0 | $0 |
| LEGAL LITIGATION | $43,750 | $11,856 | $0 | $0 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Operating lease rightofuse asset | Desc |
| BOY Book Value | $65,226 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT EXPENSES | $253,687 | $253,687 | $0 | $0 |
| PROMOTIONS & MARKETING | $36,541 | $0 | $0 | $0 |
| INSURANCE | $17,651 | $0 | $0 | $0 |
| OTHER MISCELLANEOUS | $17,538 | $0 | $0 | $0 |
| SUPPLIES | $15,416 | $0 | $0 | $0 |
| COMMUNICATION EXPENSE | $6,721 | $0 | $0 | $0 |
| MAINTENANCE | $5,588 | $0 | $0 | $0 |
| POSTAGE & DELIVERY | $825 | $0 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized gains on investments | Desc |
| Amt | $503,673 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL LIABILITIESAFLACSIT | Desc |
| BOY Book Value | $1,371 | BOYBookValueAmt |
| EOY Book Value | $7,270 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Gifts Maintenance | $26,460 | $0 | $0 | $0 |
| Computer Consultants | $16,193 | $0 | $0 | $0 |
| Cleaning Service | $5,100 | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ER MEDICARE | $6,030 | $603 | $0 | $0 |
| ER SOCIAL SECURITY | $25,781 | $2,578 | $0 | $0 |
| EXCISE TAXES | $22,719 | $22,719 | $0 | $0 |