Totals
- Total revenue
- $790,481
- Total expenses
- $873,465
- Contributions and grants received
- $287,558
- Grants paid
- $432,732
- Program service revenue
- $7,785
- Investment income
- $453,928
- Other revenue
- $41,210
- Total assets, end of year
- $16,362,868
- Total liabilities, end of year
- $1,104,396
- Net assets or fund balances, end of year
- $15,258,472
- Program services expenses (Part IX)
- $582,646
- Management and general expenses
- $234,174
- Fundraising expenses
- $56,645
- Program service expenses (Part III)
- $582,646
Program services were 66.7% 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
$287,558
-
2a · Program service revenue: ADMINISTRATIVE FEE REVENUE
total $7,785 · related or exempt $7,785
-
3 · Investment income
total $359,900 · excluded $359,900
-
6a · Gross rents
real property $42,960
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $42,960
-
6d · Net rental income or loss
total $42,960 · excluded $42,960
-
7a · Gross sales of assets other than inventory
securities $4,688,029
-
7b · Less cost or other basis and sales expenses
securities $4,594,001
-
7c · Gain or loss
securities $94,028
-
7d · Net gain or loss
total $94,028 · excluded $94,028
-
8a · Fundraising events: gross income
$1,977
-
8b · Fundraising events: direct expenses
$4,127
-
8c · Net income from fundraising events
total -$2,150 · excluded -$2,150
-
11a · Other revenue: MISCELLANEOUS INCOME
total $400 · excluded $400
-
11e · Other revenue, total
$400
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $328,385 · program services $328,385
-
2 · Grants to domestic individuals
total $104,347 · program services $104,347
-
5 · Compensation of officers, directors and key employees
total $98,832 · program services $54,358 · management and general $29,650 · fundraising $14,824
-
7 · Other salaries and wages
total $72,184 · program services $39,701 · management and general $21,655 · fundraising $10,828
-
8 · Pension plan contributions
total $1,797 · program services $988 · management and general $539 · fundraising $270
-
9 · Other employee benefits
total $11,295 · program services $6,212 · management and general $3,389 · fundraising $1,694
-
10 · Payroll taxes
total $12,554 · program services $6,905 · management and general $3,766 · fundraising $1,883
-
11c · Fees: accounting
total $11,655 · management and general $11,655
-
11f · Fees: investment management
total $55,867 · management and general $55,867
-
11g · Fees: other
total $23,613 · management and general $23,613
-
12 · Advertising and promotion
total $998 · program services $399 · management and general $100 · fundraising $499
-
13 · Office expenses
total $15,020 · program services $7,510 · management and general $3,004 · fundraising $4,506
-
14 · Information technology
total $36,690 · management and general $36,690
-
16 · Occupancy
total $51,282 · program services $16,923 · management and general $16,923 · fundraising $17,436
-
17 · Travel
total $2,590 · program services $777 · management and general $518 · fundraising $1,295
-
19 · Conferences, conventions and meetings
total $1,954 · program services $586 · management and general $391 · fundraising $977
-
22 · Depreciation, depletion and amortization
total $20,923 · program services $2,092 · management and general $18,831
-
23 · Insurance
total $5,018 · program services $1,004 · management and general $2,509 · fundraising $1,505
-
24a · Other expenses: PROGRAM EXPENSES
total $11,559 · program services $11,559
-
24b · Other expenses: DUES & SUB.
total $4,174 · management and general $4,174
-
24c · Other expenses: OTHER EXP
total $2,728 · program services $900 · management and general $900 · fundraising $928
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $342,592 · end of year $287,615
-
2 · Savings and temporary cash investments
end of year $333,778
-
3 · Pledges and grants receivable
end of year $324,484
-
4 · Accounts receivable
beginning of year $324,484
-
10a · Land, buildings and equipment: cost or other basis
$789,577
-
10b · Land, buildings and equipment: accumulated depreciation
$430,142
-
10c · Land, buildings and equipment, net
beginning of year $380,358 · end of year $359,435
-
11 · Investments: publicly traded securities
beginning of year $13,850,025 · end of year $15,057,556
-
17 · Accounts payable and accrued expenses
beginning of year $4,202
-
18 · Grants payable
beginning of year $99,186
-
21 · Escrow or custodial account liability
end of year $400,865
-
25 · Other liabilities
beginning of year $4,859 · end of year $703,531
-
27 · Net assets without donor restrictions
beginning of year $4,526,437 · end of year $1,674,941
-
28 · Net assets with donor restrictions
beginning of year $10,262,775 · end of year $13,583,531
Mission and programs · 2023
Mission
TO INSPIRE A SPIRIT OF PHILANTHROPY IN FAYETTE COUNTY BY ENHANCING THE QUALITY OF LIFE THROUGH IMPACTFUL GRANTMAKING, STRATEGIC ENDOWMENT BUILDING, AND COMMUNITY LEADERSHIP.
-
SCHOLARSHIPS AND GRANTS TO 501(C)(3) ORGANIZATIONS, UNITS OF GOVERNMENT, AND SCHOOLS.
Expenses $582,646 · Grants $432,732 · Revenue $7,785
As filed on the 2023 return.
Listed in Part VII
-
Abigail StanekABIGAIL STANEK
PRESIDENT
- Total calculated
- $0
- Hours/week
- 5
-
Clayton JuddCLAYTON JUDD
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 5
-
Greg O'BrienGREG O'BRIEN
TREASURER
- Total calculated
- $0
- Hours/week
- 5
-
Carol HunterCAROL HUNTER
SECRETARY
- Total calculated
- $0
- Hours/week
- 5
-
Jay BernzottJAY BERNZOTT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Colin JuddCOLIN JUDD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Georgia GreenGEORGIA GREEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Paul FreedPAUL FREED
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Devin HornsbyDEVIN HORNSBY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Billie KesterBILLIE KESTER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Matthew WatkinsMATTHEW WATKINS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Andrew BernzottANDREW BERNZOTT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Steve DiceSTEVE DICE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 5
-
Abigail Roszell Beg 723ABIGAIL ROSZELL BEG 723
EXECUTIVE DIRECTOR
- Total calculated
- $55,932
- From this org
- $53,753
- From related orgs
- $0
- Other
- $2,179
- Hours/week
- 40
-
Alexandra Pflug End 723ALEXANDRA PFLUG END 723
EXECUTIVE DIRECTOR
- Total calculated
- $42,900
- From this org
- $41,651
- From related orgs
- $0
- Other
- $1,249
- Hours/week
- 40
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
-
CITY OF CONNERSVILLE
$85,000
GIFT VII IMPLEMENTATION GRANT - MARKET STREET PLAZA
-
$20,000
RESTORATION PROJECT IN CANAL HOUSE
-
$15,500
COOLER FOR COMMUNITY FOOD PANTRY
-
FIRST PRESBYTERIAN CHURCH
$13,631
ANNUAL DISTRIBUTION
-
$13,476
ANNUAL DISTRIBUTION
-
WHITEWATER COLLEGE PROGRAMS INC
$13,300
TEEN LINK PROGRAM
-
ANNUAL DISTRIBUTION
-
$8,496
ANNUAL DISTRIBUTION
-
SWIFT WATER/RIVER RESCUE EQUIPMENT UPDATES
-
$6,497
ANNUAL DISTRIBUTION
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 1 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202403099349301010
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.