Deborah Joy Simon Charitable Foundation

990PF • Fiscal year 2022 • EIN 30-0125798

Jan 01, 2022 to Dec 31, 2022 • Filed on May 16, 2023

Organization Profile

950 LaurelwoodCarmel, IN 46032

(317) 636-1600

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • $50M-$100M nonprofits • Source year 2022

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2022 filings • $50M-$100M nonprofits • Source year 2022

-79%

Higher net margin than 8% of similar nonprofits.

2022 filings • $50M-$100M nonprofits • Source year 2022

Higher top officer pay than 16% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • $50M-$100M nonprofits • Source year 2022

-6.0%

Faster asset growth than 32% of similar nonprofits.

2022 filings • $50M-$100M nonprofits • Annualized from 2021 to 2022

-40%

Faster revenue growth than 15% of similar nonprofits.

2022 filings • $50M-$100M nonprofits • Annualized from 2021 to 2022

Balance Sheet

Liabilities / Assets12th percentile

Assets

Down

$63,711,911

Down $4,079,635 (-6.0%) from 2021

Net Assets

Down

$63,711,911

Down $4,079,635 (-6.0%) from 2021

Liabilities

Flat

Flat from 2021

Revenue And Expenses

Liabilities / Revenue11th percentile Net Margin8th percentile

Revenue

Down

$5,285,762

Down $3,573,221 (-40%) from 2021

Expenses

$9,467,437

Up $453,805 (+5.0%) from 2021

Net Income

Down

-$4,181,675

Down $4,027,026 (-2604%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2022

Assets$63,711,911

Liabilities$0

Net Assets$63,711,911

Open 2022 Filing

Operations Trend

Revenue Growth15th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2022

Revenue$5,285,762

Expenses$9,467,437

Net Income-$4,181,675

Open 2022 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2022 to Dec 31, 2022
Signed: May 16, 2023
Return Version: 2022v5.0

Compensation and Service Providers

Top Officer Pay16th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
DEBORAH JOY SIMON	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Deborah Joy Simon Charitable Foundation
EIN: 30-0125798
Phone: 3176361600
Address: 950 LAURELWOOD, CARMEL, IN 46032

Signing Officer

Name: Deborah Simon
Title: Trustee
Phone: 3176361600
Signed: 2023-05-16
Discuss with paid preparer: Yes

Preparer

Firm: Cliftonlarsonallen Llp
Address: 9365 COUNSELORS ROW SUITE 200, INDIANAPOLIS, IN 46240
Preparer: Patti M Howard CPA
Phone: 3175749100

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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	0	FIXED INCOME: CORPORATE BONDS - PNC 8672
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	1	FIXED INCOME: ASSET BACKED - PNC 8672
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	2	FIXED INCOME: OTHER - PNC 8672
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	3	MORGAN STANLEY BANK NA - STIFEL 4901 - 25,000 SHARES
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	4	DISCOVER BANK - STIFEL 4901 - 20,000 SHARES
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	5	WELLS FARGO BANK NA - STIFEL 4901 - 35,000 SHARES
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	6	DISCOVER BANK - STIFEL 4901 - 10,000 SHARES
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	7	CITI BANK NA - STIFEL 4901 - 31,000 SHARES
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	8	ENERBANK USA - STIFEL 4901 - 37,000 SHARES
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	9	DISCOVER BANK - STIFEL 4901 - 35,000 SHARES
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	10	CAPITAL ONE BANK USA NA - STIFEL 4901 - 35,000 SHARES
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	11	US TREASURY BILL - STIFEL 4901 - 83,000 SHARES
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm	12	US TREASURY NOTE - STIFEL 4901 - 100,000 SHARES
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	3	EQUITIES: FINANCIAL - PNC 8672
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	4	EQUITIES: HEALTH CARE - PNC 8672
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	5	EQUITIES: INDUSTRIALS - PNC 8672
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	8	EQUITIES: REAL ESTATE - PNC 8672
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IRS990PF/MethodOfAccountingCashInd	0	X
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IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	90327948
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	78475755
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt	0	NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	1.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	DEBORAH JOY SIMON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	0	950 LAURELWOOD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	CARMEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	0	46032
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt	0	0
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt	0	9003126
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt	0	0
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt	0	9003126
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	0
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	0
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	1
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	0
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	1
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	0
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	1
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	DEBORAH SIMON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	0
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	950 LAURELWOOD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	CARMEL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	IN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	46032
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	0
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	IN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	0
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	3176361600
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	1
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt	0	0
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	0
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt	0	0
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt	0	N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt	0	0
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt	0	0
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm	0	DEBORAH JOY SIMON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	6000000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	1000000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	2	2000000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	CONTRIBUTION FOR FINANCIAL AID, FACULTY SUPPORT, PROGRAM SUPPORT, CAPITAL, UNRESTRICTED ANNUAL GIVING AND CURRENT-RESTRICTED GIFTING.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	CONTRIBUTION TOWARDS THE THIRD AND FINAL INSTALLMENT OF THE FOUNDATION'S PLEDGE BENEFITTING JUILLIARD'S EDIB INITIATIVE, TOWARDS SPRING 2023 GALA, AND TOWARD UNRESTRICTED OPERATING SUPPORT.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	2	CONTRIBUTION RELATING TO THE FOUNDATION'S FIRST PLEDGE PAYMENT IN SUPPORT OF THE RESOLUTE CAMPAIGN.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	THE REGENTS OF MERCERSBURG COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	JUILLIARD SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	2	PLANNED PARENTHOOD FEDERATION OF AMERICA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	2	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	1	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	2	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	100 ACADEMY DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	60 LINCOLN CENTER PLAZA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	2	123 WILLIAM STREET 10TH FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	MERCERSBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	2	NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	2	NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	172361551
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	10023
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	2	10038
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	9000000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	4396327
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	4396327
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	3602666
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	3966300
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	2507053
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	4586981
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	2836399
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	2836399
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	19269799
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	4606799
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	3602666
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	3966300
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	2507053
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	4586981
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	9003126
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	4606799
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	22106198
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	17499399
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt	0	SIMON 15 YEAR CHARITABLE LEAD ANNUITY TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt	1	DEBORAH J SIMON
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	1	2
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	C/O MCGUIRE WOODS LLP PO BOX 397
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	1	950 LAURELWOOD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	RICHMOND
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	1	CARMEL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	VA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	1	IN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	232180397
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	1	46032
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	1	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	1124602
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	1	14503
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	0	43883
OtherDecreasesSchedule/OtherDecreasesDetail/Amt	1	12200
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	0	INCOME IN TRANSIT
OtherDecreasesSchedule/OtherDecreasesDetail/Desc	1	WASH SALE ADJUSTMENT
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	102132
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	1	55991
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	AMORTIZATION OF BONDS
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	1	BASIS ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	348690
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	PNC 8672 INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt	0	348690
TaxesSchedule/TaxesDetail/Amt	0	21119
TaxesSchedule/TaxesDetail/Amt	1	82000
TaxesSchedule/TaxesDetail/CategoryTxt	0	PNC 8672 FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt	1	FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	1	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	21119
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	1	0
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd	0	AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	2
ReturnHeader/BuildTS	0	2023-04-26 12:10:37Z

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $63,711,911
Liabilities: $0
Net assets: $63,711,911
Revenue: $5,285,762
Expenses: $9,467,437
Net income: -$4,181,675

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$86.4	$0.00	$86.4	$39.7	$16.8	$22.9
2023Detailed filing. Detailed filing data is available for this year.	$56.4	$0.00	$56.4	$5.16	$12.5	$7.36
2022Detailed filing. Detailed filing data is available for this year.	$63.7	$0.00	$63.7	$5.29	$9.47	$4.18
2021Detailed filing. Detailed filing data is available for this year.	$67.8	$0.00	$67.8	$8.86	$9.01	$0.15
2020Detailed filing. Detailed filing data is available for this year.	$68.0	$0.00	$68.0	$8.59	$8.38	$0.21
2019Detailed filing. Detailed filing data is available for this year.	$67.9	$0.00	$67.9	$12.5	$6.30	$6.18