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← NORTHERN INDIANA HISTORICAL SOCIETY FOUNDATION

Form 990 for tax year 2022

Filed by NORTHERN INDIANA HISTORICAL SOCIETY FOUNDATION.

Totals

Total revenue
$278,390
Total expenses
$364,473
Contributions and grants received
$0
Grants paid
$328,483
Program service revenue
$0
Investment income
$278,390
Other revenue
$0
Total assets, end of year
$6,825,195
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$6,825,195
Program services expenses (Part IX)
$328,483
Management and general expenses
$35,990
Fundraising expenses
$0
Program service expenses (Part III)
$328,483

Program services were 90.1% 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 $133,402 · excluded $133,402

  • 7a · Gross sales of assets other than inventory

    securities $723,795

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

    securities $578,807

  • 7c · Gain or loss

    securities $144,988

  • 7d · Net gain or loss

    total $144,988 · excluded $144,988

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $328,483 · program services $328,483

  • 11f · Fees: investment management

    total $35,990 · management and general $35,990

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $41,427 · end of year $156,712

  • 11 · Investments: publicly traded securities

    beginning of year $8,021,699 · end of year $6,564,302

  • 15 · Other assets

    beginning of year $124,752 · end of year $104,181

  • 28 · Net assets with donor restrictions

    beginning of year $8,187,878 · end of year $6,825,195

Mission and programs · 2022

Mission

TO SOLICIT, RECEIVE, INVEST, AND HOLD ENDOWMENT CONTRIBUTIONS AND DONATIONS FOR NORTHERN INDIANA HISTORICAL SOCIETY, INC. AND TO MAKE DISTRIBUTIONS TO THE SOCIETY.

  • GRANTS GIVEN TO SUPPORT NORTHERN INDIANA HISTORICAL SOCIETY, INC. IN THE SOCIETY'S MISSION TO PRESERVE OUR REGION'S HERITAGE AND EDUCATE THE PUBLIC THROUGH ITS COLLECTIONS, EXHIBITS, AND PROGRAMS TO DEVELOP AN INFORMED UNDERSTANDING OF THE PAST.

    Expenses $328,483 · Grants $328,483

As filed on the 2022 return.

Listed in Part VII

  • Brian Harding

    EXECUTIVE DI

    Total calculated
    $73,152
    From this org
    $0
    From related orgs
    $73,030
    Other
    $122
    Hours/week
    1 + 39 related

  • Marilyn Jurgonski

    DIRECTOR OF

    Total calculated
    $49,264
    From this org
    $0
    From related orgs
    $49,142
    Other
    $122
    Hours/week
    1 + 39 related

  • Phillip Allen

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.25 + 1 related

  • Laura E Ray

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.25 + 1 related

  • Kevin C Murphy

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.25 + 1 related

  • James G Hart

    CHAIR

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • Linda Doshi

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.25 + 1 related

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

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
8 August 2023
IRS schema version
2022v5.0
Source object
202332209349301288

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