Form 990 for tax year 2023
Filed by NORTHERN INDIANA HISTORICAL SOCIETY FOUNDATION.
Totals
- Total revenue
- $258,130
- Total expenses
- $316,883
- Contributions and grants received
- $22,710
- Grants paid
- $281,642
- Program service revenue
- $0
- Investment income
- $235,420
- Other revenue
- $0
- Total assets, end of year
- $7,570,713
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $7,570,713
- Program services expenses (Part IX)
- $281,642
- Management and general expenses
- $35,241
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $281,642
Program services were 88.9% 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
$22,710
-
3 · Investment income
total $162,395 · excluded $162,395
-
7a · Gross sales of assets other than inventory
securities $566,516
-
7b · Less cost or other basis and sales expenses
securities $493,491
-
7c · Gain or loss
securities $73,025
-
7d · Net gain or loss
total $73,025 · excluded $73,025
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $281,642 · program services $281,642
-
11f · Fees: investment management
total $35,241 · management and general $35,241
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $156,712 · end of year $338,686
-
11 · Investments: publicly traded securities
beginning of year $6,564,302 · end of year $7,120,736
-
15 · Other assets
beginning of year $104,181 · end of year $111,291
-
28 · Net assets with donor restrictions
beginning of year $6,825,195 · end of year $7,570,713
Mission and programs · 2023
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 $281,642 · Grants $281,642
As filed on the 2023 return.
Listed in Part VII
-
BRIAN HARDING
EXECUTIVE DI
- Total calculated
- $74,655
- From this org
- $0
- From related orgs
- $74,527
- Other
- $128
- Hours/week
- 1 + 39 related
-
MARILYN JURGONSKI
DIRECTOR OF
- Total calculated
- $49,578
- From this org
- $0
- From related orgs
- $49,450
- Other
- $128
- Hours/week
- 1 + 33 related
-
PHILLIP ALLEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
TOM LIDDELL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
KEVIN C MURPHY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
LAURA E RAY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5 + 2 related
-
JAMES G HART
CHAIR
- Total calculated
- $0
- Hours/week
- 0.5
-
LINDA DOSHI
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 0.5
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
-
NORTHERN INDIANA HISTORICAL SOCIETY
$281,642
FURTHER THE MISSION
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.
-
NO INDIANA HISTORICAL SOCIETY INC
501C3 · MUSEUM · IN
Directly controlled by NA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 13 August 2024
- IRS schema version
- 2023v5.0
- Source object
- 202402269349301645
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