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Nonprofiteer
← CHARLEY CREEK FOUNDATION INC

Form 990 for tax year 2025

Filed by CHARLEY CREEK FOUNDATION INC.

Totals

Total revenue
$2,087,584
Total expenses
$1,546,370
Contributions and grants received
$0
Grants paid
$1,430,000
Program service revenue
$0
Investment income
$2,185,665
Other revenue
-$98,081
Total assets, end of year
$0
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$0
Program services expenses (Part IX)
$1,430,000
Management and general expenses
$116,370
Fundraising expenses
$0
Program service expenses (Part III)
$1,430,000

Program services were 92.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $885,114 · excluded $885,114

  • 6a · Gross rents

    real property $270,000

  • 6b · Less rental expenses

    real property $368,081

  • 6c · Rental income or loss

    real property -$98,081

  • 6d · Net rental income or loss

    total -$98,081 · related or exempt -$98,081

  • 7a · Gross sales of assets other than inventory

    securities $6,982,999

  • 7b · Less cost or other basis and sales expenses

    securities $5,682,448

  • 7c · Gain or loss

    securities $1,300,551

  • 7d · Net gain or loss

    total $1,300,551 · excluded $1,300,551

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,430,000 · program services $1,430,000

  • 11b · Fees: legal

    total $8,710 · management and general $8,710

  • 11c · Fees: accounting

    total $7,500 · management and general $7,500

  • 11f · Fees: investment management

    total $78,905 · management and general $78,905

  • 23 · Insurance

    total $11,233 · management and general $11,233

  • 24a · Other expenses: FOREIGN TAX ON INVESTME

    total $9,304 · management and general $9,304

  • 24b · Other expenses: POSTAGE

    total $418 · management and general $418

  • 24c · Other expenses: BANK SERVICE

    total $300 · management and general $300

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $43,409 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $347,716 · end of year $0

  • 3 · Pledges and grants receivable

    end of year $0

  • 4 · Accounts receivable

    end of year $0

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    end of year $0

  • 8 · Inventories for sale or use

    end of year $0

  • 9 · Prepaid expenses and deferred charges

    end of year $0

  • 10c · Land, buildings and equipment, net

    end of year $0

  • 11 · Investments: publicly traded securities

    end of year $0

  • 12 · Investments: other securities

    beginning of year $21,158,917 · end of year $0

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    beginning of year $8,568,636 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $30,118,678 · end of year $0

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

Mission and programs · 2025

Mission

THE CORPORATION IS ORGANIZED EXCLUSIVELY FOR EDUCATIONAL, CHARITABLE AND SCIENTIFIC PURPOSES, WITHIN THE MEANING OF SECTION 501(C)(3) OF THE CODE, AS A SECTION 509(A)(3) TYPE I SUPPORTING ORGANIZATION PERFORMING THE FUNCTIONS OF OR CARRYING OUT THE PURPOSES OF THE HONEYWELL FOUNDATION, INC. AND HISTORIC LANDMARKS OF INDIANA, INC.

Activities or mission (Part I)

SUPPORTING THE FUNCTIONS OF THE HONEYWELL FOUNDATION, INC. AND HISTORIC LANDMARKS OF INDIANA, INC.

  • PROMOTION OF APPRECIATION OF HISTORY AND ARCHITECTURE THROUGH THE ACQUISITION, RESTORATION AND PRESERVATION OF HISTORIC PROPERTY IN WABASH, INDIANA.

    Expenses $1,430,000 · Grants $1,430,000

  • PROMOTION OF THE PHYSICAL AND PSYCHOLOGICAL WELL-BEING OF THE COMMUNITY THROUGH THE ESTABLISHMENT OF PUBLIC GARDENS.

  • PROMOTION OF ARTISITC AND MUSICAL ABILITIES THROUGH THE PROVISION OF MUSICAL INSTRUMENTS, INSTRUCTION, AND THE ORGANIZATION OF RECITALS, FESTIVALS, AND OTHER MUSICAL EVENTS.

As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • JOHN F ARUFFO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CHRISTOPHER L FORD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARSH DAVIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DANIEL H FORD

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • MARK S FORD

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • STEVEN R FORD

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • TOD MINNICH

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Assets distributed on this return

Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.

This return attached Schedule N but itemized no distributions.

Provenance

Return type
form_990
Tax year
2025
Filed
22 June 2026
IRS schema version
2025v4.2
Source object
202641779349300304

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