Civic Intelligence

Jean and Bernas Downing Charitable Tr

990PF • Fiscal year 2021 • EIN 38-7134032

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

450 E 96th Street Suite 200Indianapolis, IN 46240

(317) 566-1000

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

18th percentile

0.00x

Higher debt load relative to revenue than 18% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Net Margin

98th percentile

98%

Higher net margin than 98% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2021 filings • $10M-$25M nonprofits • Source year 2021

Asset Growth

100th percentile

4586550%

Faster asset growth than 100% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

100th percentile

48363%

Faster revenue growth than 100% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Assets

Up

$23,850,582

Up $23,850,062 (+4586550%) from 2020

Net Assets

Up

$23,850,582

Up $23,850,062 (+4586550%) from 2020

Liabilities

Flat

$1

Flat from 2020

Revenue

Up

$24,231,378

Up $24,181,378 (+48363%) from 2020

Expenses

Up

$381,316

Up $331,316 (+663%) from 2020

Net Income

Up

$23,850,062

Up $23,850,062 from 2020

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2015: $80Liabilities 2015: $02015Assets 2016: $600Liabilities 2016: $0Net Assets 2016: $6002016Assets 2017: $595Liabilities 2017: $0Net Assets 2017: $5952017Assets 2018: $595Liabilities 2018: $0Net Assets 2018: $5952018Assets 2019: $520Liabilities 2019: $1Net Assets 2019: $5202019Assets 2020: $520Liabilities 2020: $1Net Assets 2020: $5202020Assets 2021: $23,850,582Liabilities 2021: $1Net Assets 2021: $23,850,5822021Assets 2022: $23,120,004Liabilities 2022: $1Net Assets 2022: $23,120,0042022Assets 2023: $23,037,058Liabilities 2023: $12023Assets 2024: $14,633,974Liabilities 2024: $0Net Assets 2024: $14,633,9742024

Highlighted filing

2021

Assets$23,850,582
Liabilities$1
Net Assets$23,850,582

Operations Trend

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

$30M$20M$10M$0-$10MRevenue 2015: $100Expenses 2015: $20Net Income 2015: $802015Revenue 2016: $525Expenses 2016: $5Net Income 2016: $5202016Revenue 2017: $45Expenses 2017: $50Net Income 2017: -$52017Revenue 2018: $0Expenses 2018: $0Net Income 2018: $02018Revenue 2019: $100Expenses 2019: $175Net Income 2019: -$752019Revenue 2020: $50,000Expenses 2020: $50,000Net Income 2020: $02020Revenue 2021: $24,231,378Expenses 2021: $381,316Net Income 2021: $23,850,0622021Revenue 2022: $1,141,025Expenses 2022: $1,867,960Net Income 2022: -$726,9352022Revenue 2023: $1,111,637Expenses 2023: $1,203,330Net Income 2023: -$91,6932023Revenue 2024: $5,259,759Expenses 2024: $13,671,913Net Income 2024: -$8,412,1542024

Highlighted filing

2021

Revenue$24,231,378
Expenses$381,316
Net Income$23,850,062
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT W ELZERTrustee-$0--
MICHAEL A RASORTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantGLEANERS FOOD BANK OF INDIANACHARITABLEN/AINDIANAPOLIS, IN, US$50,000
Paid GrantMIDWEST FOOD BANKCHARITABLEN/AINDIANAPOLIS, IN, US$50,000
Paid GrantINDIANA GOLF FOUNDATIONCHARITABLEN/AGREENWOOD, IN, US$25,000
Paid GrantSHEPHERD COMMUNITY CENTERCHARITABLEN/AINDIANAPOLS, IN, US$25,000
Filing and Contact Details

Filer

Filer Name
Jean and Bernas Downing
EIN
38-7134032
Phone
3175661000
Address
450 E 96TH STREET SUITE 200, INDIANAPOLIS, IN 46240

Signing Officer

Name
Michael a Rasor
Title
Trustee
Phone
3175661000
Signed
2022-11-14
Discuss with paid preparer
Yes

Preparer

Firm
L M Henderson & Company Llp
Address
450 E 96TH ST STE 200, INDIANAPOLIS, IN 46240-3797
Preparer
Gregory D Sigman
Phone
3175661000
Raw XML Appendix362 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt018930
AccountingFeesSchedule/AccountingFeesDetail/Amt018930
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0MORGAN STANLEY 2814
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt05525618
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt05675825
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt02189213
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt111989837
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt02524998
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt118801317
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0MORGAN STANLEY 2814
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1MORGAN STANLEY 4798
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt067861
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt066266
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0169029
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1500000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt22658724
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3259
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MS 2814 - MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1MS 2814 - HEDGE FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2MS 4798 - MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3INTEREST/DIVIDEND RECEIVABLE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0169029
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1563635
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt22990400
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3259
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0337352
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0721001
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt083286
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01141639
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01141639
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt018930
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt018930
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0721001
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0150000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0150000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt023089739
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0337338
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0337352
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt023850062
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01712039
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt083286
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt083286
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt054777
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt054777
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0721001
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0988216
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0119276
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0119276
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt020500
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt020500
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt013633
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt017833
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt073707
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0150000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0153409
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0381316
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01141625
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt024231378
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt073707
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0153409
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0231316
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0154231
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1291246
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2545561
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt07430
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt127237
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2685073
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt340
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4176
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt514
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6143
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt07430
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt127237
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2685073
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt340
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4176
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt514
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6143
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0161661
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1318483
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21230634
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt340
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4176
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt514
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6143
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SEE ATTACHED - MORGAN STANLEY 2814
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SEE ATTACHED - MORGAN STANLEY 4798
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2SEE ATTACHED - MORGAN STANLEY 4798
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3LITIGATION SETTLEMENT - ALIBABA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4LITIGATION SETTLEMENT - CREDIT SUISS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5LITIGATION SETTLEMENT - WELLS FARGO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6LITIGATION SETTLEMENT - WELLS FARGO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0721001
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt027237
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt023850062
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt023850582
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0520
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt023850582
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0997204
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0997204
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0997204
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01010940
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt013736
IRS990PF/DistributableAmountGrp/TotalTaxAmt013736
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt05909
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt055
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt012200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt07500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt013736
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt05909
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt013736
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt013736
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt019700
IRS990PF/FMVAssetsEOYAmt031541770
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0520
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0520
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0520
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt05525618
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt05675825
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt014179050
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt021326315
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt03328012
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt03723323
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0520
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt023850582
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0749521
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0749521
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0520
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt023850582
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt031541770
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0520
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt023850582
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0520
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt023850582
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt067861
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt066266
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt020526698
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0403480
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt020123218
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0307900
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01010940
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt020218798
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt020526698
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERT W ELZER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MICHAEL A RASOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0600 E 96TH STREET SUITE 600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1450 E 96TH STREET SUITE 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0INDIANAPOLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1INDIANAPOLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1IN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd046240
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd146240
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0150000
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0150000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MICHAEL A RASOR
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0450 E 96TH STREET SUITE 200
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0INDIANAPOLIS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd046240
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum03175661000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0MICHAEL A RASOR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03175661000
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0450 E 96TH STREET
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine2Txt0SUITE 200
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0INDIANAPOLIS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0IN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd046240
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt050000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt225000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt325000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0GLEANERS FOOD BANK OF INDIANA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MIDWEST FOOD BANK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2INDIANA GOLF FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3SHEPHERD COMMUNITY CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03737 WALDEMERE AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt16450 S BELMONT ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt24422 HICKORY STICK BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt34107 E WASHINGTON ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0INDIANAPOLIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1INDIANAPOLIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2GREENWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3INDIANAPOLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd046241
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd146217
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd246143
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd346201
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0150000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0150000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0997204
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt050094
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt049974
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0120
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt050094
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0150000
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt050094
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0797110
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0JEAN & BERNAS DOWNING CHARITABLE
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine2Txt0REMAINDER TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0450 EAST 96TH STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2Txt0SUITE 200
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0INDIANAPOLIS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0IN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd046240
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt023089739
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt022161433
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0VARIOUS SECURITIES FROM CRUT
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02021-12-31
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt054777
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt054777
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0119276
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0119276
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt020500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ASSET MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt020500
TaxesSchedule/TaxesDetail/Amt013633
TaxesSchedule/TaxesDetail/Amt14200
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1TAX PAYMENTS
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt013633
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL A RASOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03175661000
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JEAN AND BERNAS DOWNING
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0JEAN
ReturnHeader/Filer/EIN0387134032
ReturnHeader/Filer/PhoneNum03175661000
ReturnHeader/Filer/USAddress/AddressLine1Txt0450 E 96TH STREET SUITE 200
ReturnHeader/Filer/USAddress/CityNm0INDIANAPOLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046240
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205520612
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0L M HENDERSON & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0450 E 96TH ST STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0462403797
ReturnHeader/PreparerPersonGrp/PhoneNum03175661000
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREGORY D SIGMAN
ReturnHeader/ReturnTs02022-11-15T09:13:18-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MICHAEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RASOR
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • $10M-$25M nonprofits