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Nonprofiteer
← MCCAW FAMILY FOUNDATION INC

Form 990 for tax year 2024

Filed by MCCAW FAMILY FOUNDATION INC.

Totals

Total revenue
$203,841
Total expenses
$82,745
Contributions and grants received
$50,060
Grants paid
$55,527
Program service revenue
$0
Investment income
$153,781
Other revenue
$0
Total assets, end of year
$2,036,567
Total liabilities, end of year
$10,000
Net assets or fund balances, end of year
$2,026,567
Program services expenses (Part IX)
$65,394
Management and general expenses
$13,404
Fundraising expenses
$3,947
Program service expenses (Part III)
$65,394

Program services were 79.0% 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.

  • 1f · All other contributions, gifts and grants

    $50,060

  • 1g · Noncash contributions included above

    $49,992

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $77,542 · excluded $77,542

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $457,829

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

    securities $381,590

  • 7c · Gain or loss

    securities $76,239 · other assets $0

  • 7d · Net gain or loss

    total $76,239 · excluded $76,239

  • 8c · Net income from fundraising events

    total $0

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $55,527 · program services $55,527

  • 5 · Compensation of officers, directors and key employees

    total $19,734 · program services $9,867 · management and general $5,920 · fundraising $3,947

  • 11c · Fees: accounting

    total $5,544 · management and general $5,544

  • 11f · Fees: investment management

    total $1,940 · management and general $1,940

  • 11g · Fees: other

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $38,359 · end of year $65,177

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 10a · Land, buildings and equipment: cost or other basis

    $0

  • 10b · Land, buildings and equipment: accumulated depreciation

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $1,779,305 · end of year $1,971,390

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 18 · Grants payable

    beginning of year $19,474 · end of year $10,000

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $1,798,190 · end of year $2,026,567

Mission and programs · 2024

Mission

SUPPORT AND EXPAND THE WORKS AND ACTIVITIES OF THE CENTRAL INDIANA COMMUNITY FOUNDATION, INC. WITHIN THE COMMUNITY AS A WHOLE BY CONTRIBUTING SUPPORT TO THE COMMUNITY WITH PARTICULAR EMPHASIS ON EDUCATION, RELIGION, THE ARTS, AND YOUTH ATHLETICS, FOCUSED WITHIN, BUT NOT RESTRICTED TO, CENTRAL INDIANA.

Activities or mission (Part I)

SUPPORT AND EXPAND THE ACTIVITIES OF THE CENTRAL INDIANA COMMUNITY FOUNDATION, INC. WITHIN THE COMMUNITY WITH PARTICULAR EMPHASIS ON EDUCATION, RELIGION, ARTS, AND YOUTH ATHLETICS.

  • OUR GOAL IS TO SUPPORT THE COMMUNITY FOUNDATION'S MISSION TO HELP LOW-INCOME WORKING FAMILIES WITH EVERYTHING FROM BASIC NEEDS TO EMPLOYMENT READINESS AND FINANCIAL STABILITY. FAMILY SUCCESS BRINGS TOGETHER FOCUSED FINANCIAL, HUMAN, AND INFLUENCE CAPITAL WITH DIRECT SERVICES PROVIDED THROUGH THE CENTERS FOR WORKING FAMILIES TO PROVIDE JOB TRAINING AND PLACEMENT, NETWORK SUPPORT TO PROVIDE TECHNICAL ASSISTANCE AND TRAINING TO PARTNER ORGANIZATIONS AND SERVICE PROVIDERS, AND POLICY WORK TO REMOVE BARRIERS BETWEEN LOW-INCOME INDIVIDUALS AND ECONOMIC STABILITY.

    Expenses $63,142 · Grants $55,527

  • OUR GOAL IS TO SUPPORT THE COMMUNITY FOUNDATION'S MISSION TO HELP THE COMMUNITY IMPROVE PUBLIC INSTRUCTION AND STUDENT ACADEMIC ACHIEVEMENT BASED ON EDUCATIONAL INDICATORS. THE COMMUNITY'S CAPACITY TO GROW AND PROSPER ECONOMICALLY WILL BE LARGELY BASED ON THE COMMUNITY FOUNDATION'S ABILITY TO ATTRACT TALENTED NON-RESIDENTS AND EDUCATE AND/OR TRAIN LIFE-LONG RESIDENTS.

    Expenses $2,027

  • OUR GOAL IS TO SUPPORT THE COMMUNITY FOUNDATION'S MISSION TO TRANSFORM UNDERUSED SPACES INTO HIGH-QUALITY AMENITIES THAT PROMOTE COMMUNITY HEALTH AND VITALITY. INSPIRING PLACES FOCUSES ON IMPROVING PUBLIC SPACES SUCH AS PARKS, PUBLIC PLAZAS, HISTORIC BUSINESS AND CULTURAL DISTRICTS, GREENWAYS, AND PEDESTRIAN/BIKE TRAILS TO MAKE AN IMMEASURABLE IMPACT ON THE QUALITY OF LIFE FOR CURRENT RESIDENTS, WHILE DRAWING MORE CREATIVE, COMMUNITY-MINDED CITIZENS TO CENTRAL INDIANA.

    Expenses $225

As filed on the 2024 return.

Listed in Part VII

  • Bruce McCaw

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1
  • Jamie McCaw

    VICE-PRESIDENT

    Total calculated
    $0
    Hours/week
    1
  • Jennifer Bartenbach

    TREASURER

    Total calculated
    $480,694
    From this org
    $6,487
    From related orgs
    $425,976
    Other
    $48,231
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $6,487 + $425,976 related
    Bonus
    $0
    Other
    $0
    Deferred
    $307 + $20,193 related
    Nontaxable benefits
    $416 + $27,315 related
    Filer's total
    $7,210 + $473,484 related
  • Betsy McCaw

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Brian Payne

    Director

    Total calculated
    $0
    Hours/week
    1
  • Carson McCaw

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • David McCaw

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Nora Dietz-Kilen

    DIRECTOR

    Total calculated
    $89,235
    From this org
    $2,075
    From related orgs
    $69,172
    Other
    $17,988
    Hours/week
    1 + 39 related
  • Sarah Weaver

    Secretary

    Total calculated
    $203,645
    From this org
    $5,204
    From related orgs
    $168,267
    Other
    $30,174
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $5,204 + $168,267 related
    Bonus
    $0
    Other
    $0
    Deferred
    $306 + $9,887 related
    Nontaxable benefits
    $599 + $19,382 related
    Filer's total
    $6,109 + $197,536 related
  • Tamara Winfrey-Harris

    DIRECTOR

    Total calculated
    $253,315
    From this org
    $2,861
    From related orgs
    $187,856
    Other
    $62,598
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $2,861 + $187,856 related
    Bonus
    $0
    Other
    $0
    Deferred
    $379 + $24,874 related
    Nontaxable benefits
    $560 + $36,785 related
    Filer's total
    $3,800 + $249,515 related
  • Tom Lazarra

    Director

    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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation survey or study

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

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.

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.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • Impact Central Indiana

    N/A · CHARITABLE · IN

    Directly controlled by NONE

Provenance

Return type
form_990
Tax year
2024
Filed
20 August 2025
IRS schema version
2024v5.1
Source object
202512329349301201

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