Civic Intelligence

Phi Gamma Delta Educational Foundation Inc

990 • Fiscal year 2017 • EIN 52-6036185

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 18, 2017

Organization ProfileN/A

View Organization Page

1201 Red Mile Road PO Box 4599Lexington, KY 40544

(859) 255-1848

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Balance Sheet

Assets

Up

$18,183,463

Up $2,047,343 (+13%) from 2016

Net Assets

Up

$17,758,742

Up $2,105,856 (+13%) from 2016

Liabilities

Down

$424,721

Down $58,513 (-12%) from 2016

Revenue And Expenses

Revenue

Up

$4,106,161

Up $1,175,077 (+40%) from 2016

Expenses

Down

$2,546,550

Down $2,335,616 (-48%) from 2016

Net Income

Up

$1,559,611

Up $3,510,693 (+180%) from 2016

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2011: $11,830,448Liabilities 2011: $134,432Net Assets 2011: $11,696,0162011Assets 2012: $12,738,741Liabilities 2012: $148,835Net Assets 2012: $12,589,9062012Assets 2013: $14,786,107Liabilities 2013: $146,622Net Assets 2013: $14,639,4852013Assets 2014: $17,323,772Liabilities 2014: $309,398Net Assets 2014: $17,014,3742014Assets 2015: $18,343,985Liabilities 2015: $386,931Net Assets 2015: $17,957,0542015Assets 2016: $16,136,120Liabilities 2016: $483,234Net Assets 2016: $15,652,8862016Assets 2017: $18,183,463Liabilities 2017: $424,721Net Assets 2017: $17,758,7422017Assets 2018: $18,912,483Liabilities 2018: $329,916Net Assets 2018: $18,582,5672018Assets 2019: $20,516,558Liabilities 2019: $343,157Net Assets 2019: $20,173,4012019Assets 2020: $21,590,521Liabilities 2020: $307,557Net Assets 2020: $21,282,9642020Assets 2021: $28,007,260Liabilities 2021: $286,496Net Assets 2021: $27,720,7642021Assets 2022: $23,695,128Liabilities 2022: $335,921Net Assets 2022: $23,359,2072022Assets 2023: $26,268,904Liabilities 2023: $358,469Net Assets 2023: $25,910,4352023Assets 2024: $29,803,315Liabilities 2024: $446,726Net Assets 2024: $29,356,5892024Assets 2025: $34,030,382Liabilities 2025: $409,544Net Assets 2025: $33,620,8382025

Highlighted filing

2017

Assets$18,183,463
Liabilities$424,721
Net Assets$17,758,742
Open 2017 Filing

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2011: $2,277,777Expenses 2011: $2,936,022Net Income 2011: -$658,2452011Revenue 2012: $3,437,152Expenses 2012: $2,299,223Net Income 2012: $1,137,9292012Expenses 2013: $1,704,7202013Revenue 2014: $4,853,744Expenses 2014: $2,943,556Net Income 2014: $1,910,1882014Revenue 2015: $3,552,124Expenses 2015: $2,130,090Net Income 2015: $1,422,0342015Revenue 2016: $2,931,084Expenses 2016: $4,882,166Net Income 2016: -$1,951,0822016Revenue 2017: $4,106,161Expenses 2017: $2,546,550Net Income 2017: $1,559,6112017Revenue 2018: $4,650,688Expenses 2018: $3,099,416Net Income 2018: $1,551,2722018Revenue 2019: $4,461,047Expenses 2019: $2,080,518Net Income 2019: $2,380,5292019Revenue 2020: $2,559,162Expenses 2020: $1,874,068Net Income 2020: $685,0942020Revenue 2021: $4,153,506Expenses 2021: $2,174,282Net Income 2021: $1,979,2242021Revenue 2022: $3,021,786Expenses 2022: $2,212,154Net Income 2022: $809,6322022Revenue 2023: $3,880,356Expenses 2023: $2,677,299Net Income 2023: $1,203,0572023Revenue 2024: $4,215,768Expenses 2024: $2,492,902Net Income 2024: $1,722,8662024Revenue 2025: $6,572,974Expenses 2025: $2,783,317Net Income 2025: $3,789,6572025

Highlighted filing

2017

Revenue$4,106,161
Expenses$2,546,550
Net Income$1,559,611
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 18, 2017
Return Version
2016v3.0
Gross Receipts
$11,859,224
Mission and Program Overview

Mission

To provide educational support and services for college students.

To provide educational support and services for college students

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$12,039,967$14,685,611▲ $2,645,644
Investments Other Securities$3,545,535$2,277,366▼ $1,268,169
Cash and Non-Interest-Bearing Accounts$374,719$1,046,487▲ $671,768
Land, Buildings, and Equipment, Net$130,000$130,000→ $0
Prepaid Expenses and Deferred Charges$34,999$33,099▼ $1,900
Total Assets$16,136,120$18,183,463▲ $2,047,343
Other Assets Total$10,900$10,900→ $0
Liabilities
Other Liabilities$335,735$325,244▼ $10,491
Grants Payable$130,080$99,477▼ $30,603
Accounts Payable and Accrued Expenses$17,419--
Total Liabilities$483,234$424,721▼ $58,513
Net Assets / Fund Balance
Temporarily Rstr Net Assets$5,243,876$6,115,285▲ $871,409
Unrestricted Net Assets$4,836,248$5,833,187▲ $996,939
Permanently Rstr Net Assets$5,572,762$5,810,270▲ $237,508
Total Net Assets Fund Balance$15,652,886$17,758,742▲ $2,105,856
Total Liabilities and Net Assets / Fund Balance$16,136,120$18,183,463▲ $2,047,343

Asset Categories

AssetBook ValueDepreciationBasis
Land$130,000-$130,000
Other Land Buildings$0$66,021$66,021
Other Securities$49,874--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$5,572,762$237,508--$5,810,270
2015$5,478,098$94,664--$5,572,762
2014$5,324,440$153,658--$5,478,098
2013$9,346,960$2,421,788▲ $1,306,446-$10,796,381
2012$8,529,403$1,572,904▲ $933,708$696,705$9,346,960
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Ben RobinsonExecutive DirectorFT$131,447$131,447

Board Members and Trustees

NameTitle
Malcolm B WallPresident
Michael J StewartVice President
Donald J HermanDirector
G Carl GibsonDirector
Kevin W HagaDirector
Scott MowrerDirector
William BrandDirector
Matthew M AmendSecretary
Kevin J HopperTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,883,681
Program Service Revenue
$0
Investment Income
$1,116,718
Other Revenue
$105,762
All Other Contributions
$2,883,681
Change in Net Assets
$1,559,611

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded23$375,922Quoted Market Prices
Total Noncash Contributions23$375,922-

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,106,161
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$546,245
Total Revenue per Audited Statements
$4,652,406
Total Revenue per Form 990
$4,106,161
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,702,950
Other Expenses$473,328
Salaries, Compensation, and Employee Benefits$370,272
Total Fundraising Expense$223,154
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,313,800--$1,313,800
Grants to Domestic Individuals$389,150--$389,150
Other Salaries and Wages$83,619$111,492$83,619$278,730
Fees for Service Investment Mgmnt Fees-$124,948-$124,948
All Other Expenses$23,190$54,245$12,004$89,439
Fees for Services Other$7,235$40,032$4,769$52,036
Travel$15,050$14,763$14,684$44,497
Pension Plan Contributions$7,364$27,548$7,148$42,060
Other Employee Benefits$9,962$9,669$9,669$29,300
Occupancy$9,010$8,745$8,745$26,500
Payroll Taxes$6,862$6,660$6,660$20,182
Other Expenses$35,130$19,491$19,781$19,491
Office Expenses$1,514$1,009$2,523$5,046
Information Technology-$2,908-$2,908
Total Functional Expenses$1,901,886$421,510$223,154$2,546,550

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,546,550
Total Expenses per Audited Statements$2,546,550
Total Expenses per Form 990$2,546,550
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lambda Iota Graduate Corp (purdue)West Lafayette, IN501c7Assistance for Members or Related Organizations.$375,000
Fraternity of Phi Gamma Delta IncLexington, KY501c7Assistance for Members or Related Organizations.$264,463
Sigma Omicron Housing Association (oklahoma State)St Jenks, OK501c7Assistance for Members or Related Organizations.$220,000
Purple Owl House CorpAustin, TX501c7Assistance for Members or Related Organizations.$183,500
Phi Gamma Delta House Association Inc (kansas)Lawrence, KS501c7Assistance for Members or Related Organizations.$97,500
Delta Iota of Phi Gamma Delta Inc (drake)West Des Moines, IA501c7Assistance for Members or Related Organizations.$29,550
Gamma Tau IncDunwoody, GA501c7Assistance for Members or Related Organizations.$28,000
Kappa Deuteron Foundation (georgia)Watkinsville, GA501c7Assistance for Members or Related Organizations.$24,980
Upsilon Alpha Building Corp IncTucson, AZ501c7Assistance for Members or Related Organizations.$19,618
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Life Income Gift Liability$269,229
Deferred Compensation Payable$50,000
Other Accrued Liabilities$6,015
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Classes of members or stockholders - all members in good standing of the fraternity of phi gamma delta, inc. Are also the members of phi gamma delta educational foundation, inc. The organization has only one class of members.”

Form 990, Part VI, Section B, Line 11B

“Organization's process to review form 990 - a draft copy of form 990 is reviewed by organization for completeness and accuracy.”

Form 990, Part VI, Section B, Line 12C

“Enforcement of conflicts policy - the organization re-adopts the conflict policy each year so that it is discussed and made clear that disclosure is required. Staff verify that vendors are not connected with any board members.”

Form 990, Part VI, Section B, Line 15

“Compensation process for officers - the board determines the executive director's compensation. The executive director determines all other compensation. Compensation process for top official - the board determines the executive director's compensation. The executive director determines all other compensation.”

Form 990, Part VI, Section C, Line 19

“Governing documents disclosure explanation - available upon request to organization”

Filing and Contact Details

Filer

Filer Name
Phi Gamma Delta Educational Foundation
EIN
52-6036185
Phone
8592551848
Address
1201 RED MILE ROAD PO BOX 4599, LEXINGTON, KY 40544

Signing Officer

Name
Ben Robinson Executive Director
Title
Executive Director
Phone
8592551848
Signed
2017-10-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ben Robinson
Formed
1945
Legal Domicile
Ky
Voting Board Members
9
Independent Board Members
9
Employees
4
Volunteers
0

Preparer

Firm
Enderle Besten Dieruf Pllc
Address
190 MARKET STREET, LEXINGTON, KY 40507
Preparer
Andrew H Dieruf CPA
Phone
8592544427
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The process is unchanged from the previous year.”

Financial Statement Notes

PART X, LINE 2:

“The foundation has no uncertain tax positions that qualify for disclosure in the financial statements.”

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IRS990/OfficeExpensesGrp/ProgramServicesAmt01514
IRS990/OfficeExpensesGrp/TotalAmt05046
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt010900
IRS990/OtherAssetsTotalGrp/EOYAmt010900
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt09669
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt09669
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt09962
IRS990/OtherEmployeeBenefitsGrp/TotalAmt029300
IRS990/OtherExpensesGrp/Desc0DIRECT MAIL HOUSE SERVI
IRS990/OtherExpensesGrp/Desc1LIFE INCOME DISTRIBUTIO
IRS990/OtherExpensesGrp/Desc2PLANNED GIVING
IRS990/OtherExpensesGrp/Desc3EQUIPMENT AND MAINTENAN
IRS990/OtherExpensesGrp/FundraisingAmt053552
IRS990/OtherExpensesGrp/FundraisingAmt119781
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt019491
IRS990/OtherExpensesGrp/ProgramServicesAmt035130
IRS990/OtherExpensesGrp/TotalAmt053552
IRS990/OtherExpensesGrp/TotalAmt135130
IRS990/OtherExpensesGrp/TotalAmt219781
IRS990/OtherExpensesGrp/TotalAmt319491
IRS990/OtherLiabilitiesGrp/BOYAmt0335735
IRS990/OtherLiabilitiesGrp/EOYAmt0325244
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0105762
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0105762
IRS990/OtherRevenueTotalAmt0105762
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt083619
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0111492
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt083619
IRS990/OtherSalariesAndWagesGrp/TotalAmt0278730
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt06660
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06660
IRS990/PayrollTaxesGrp/ProgramServicesAmt06862
IRS990/PayrollTaxesGrp/TotalAmt020182
IRS990/PensionPlanContributionsGrp/FundraisingAmt07148
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt027548
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt07364
IRS990/PensionPlanContributionsGrp/TotalAmt042060
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt05572762
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt05810270
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt034999
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt033099
IRS990/PrincipalOfficerNm0BEN ROBINSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0UNDERGRADUATE AND AAA SCHOLARSHIPS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0383650
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0383650
IRS990/ProgSrvcAccomActy3Grp/Desc0GRADUATE FELLOWSHIP AWARDS
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt05500
IRS990/ProgSrvcAccomActy3Grp/GrantAmt05500
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02812313
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt04060033
IRS990/PYInvestmentIncomeAmt028343
IRS990/PYOtherExpensesAmt0457400
IRS990/PYOtherRevenueAmt090428
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-1951082
IRS990/PYSalariesCompEmpBnftPaidAmt0364733
IRS990/PYTotalExpensesAmt04882166
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02931084
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt01559611
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0794310
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02883681
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02812313
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02660233
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03370303
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02464013
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt014190543
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0428170
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0402231
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0389697
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0336803
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0320054
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01876955
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0105760
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt083017
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt085198
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0140466
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0414441
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.86100
IRS990ScheduleA/PublicSupportPY170Pct00.87860
IRS990ScheduleA/PublicSupportTotal170Amt014190543
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02883681
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02812313
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02660233
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt03370303
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02464013
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt014190543
IRS990ScheduleA/TotalSupportAmt016481939
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt05572762
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0237508
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt05810270
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt05478098
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt094664
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt05572762
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt05324440
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0153658
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt05478098
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0108029
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt09346960
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt02421788
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt010796381
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt02170784
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01306446
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0102582
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt08529403
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt01572904
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt09346960
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0889768
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0933708
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0696705
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02546550
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0130000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0130000
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0546245
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt066021
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt066021
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0269229
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt150000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt26015
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LIFE INCOME GIFT LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DEFERRED COMPENSATION PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2OTHER ACCRUED LIABILITIES
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0391186
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt11220295
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2375901
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3240110
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt449874
IRS990ScheduleD/OtherSecuritiesGrp/Desc0ALTERNATIVE STRATEGIES INVESTMENT
IRS990ScheduleD/OtherSecuritiesGrp/Desc1REAL ESTATE INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/Desc2MONEY MARKET ACCOUNT
IRS990ScheduleD/OtherSecuritiesGrp/Desc3CASH SURRENDER VALUE OF LIFE INSURANCE
IRS990ScheduleD/OtherSecuritiesGrp/Desc4CHAPTER MORTGAGE LOAN
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4C
IRS990ScheduleD/RevenueNotReportedAmt0546245
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt04106161
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR DISCLOSURE IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0130000
IRS990ScheduleD/TotalBookValueSecuritiesAmt02277366
IRS990ScheduleD/TotalExpensesPerForm990Amt02546550

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,183,463
Liabilities
$424,721
Net assets
$17,758,742
Revenue
$4,106,161
Expenses
$2,546,550
Net income
$1,559,611
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$34.0$0.41$33.6$6.57$2.78$3.79
2024Detailed filing. Detailed filing data is available for this year.$29.8$0.45$29.4$4.22$2.49$1.72
2023Detailed filing. Detailed filing data is available for this year.$26.3$0.36$25.9$3.88$2.68$1.20
2022Detailed filing. Detailed filing data is available for this year.$23.7$0.34$23.4$3.02$2.21$0.81
2021Detailed filing. Detailed filing data is available for this year.$28.0$0.29$27.7$4.15$2.17$1.98
2020Detailed filing. Detailed filing data is available for this year.$21.6$0.31$21.3$2.56$1.87$0.69
2019Detailed filing. Detailed filing data is available for this year.$20.5$0.34$20.2$4.46$2.08$2.38
2018Detailed filing. Detailed filing data is available for this year.$18.9$0.33$18.6$4.65$3.10$1.55
2017Detailed filing. Detailed filing data is available for this year.$18.2$0.42$17.8$4.11$2.55$1.56
2016Detailed filing. Detailed filing data is available for this year.$16.1$0.48$15.7$2.93$4.88$1.95
2015Detailed filing. Detailed filing data is available for this year.$18.3$0.39$18.0$3.55$2.13$1.42
2014Detailed filing. Detailed filing data is available for this year.$17.3$0.31$17.0$4.85$2.94$1.91
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.8$0.15$14.6$1.70
2012Summary only. Only limited summary data is available for this year.$12.7$0.15$12.6$3.44$2.30$1.14
2011Summary only. Only limited summary data is available for this year.$11.8$0.13$11.7$2.28$2.94$0.66