2023-08-22T10:22:29-05:00 2022-12-31 FORVIS LLP 201 N Illinois Street Indianapolis IN 46204 990 2022-01-01 350929970 The William E English Foundation % JENNIFER BARTENBACH WILL 3176342423 615 NORTH ALABAMA STREET Suite 300 INDIANAPOLIS IN 46204 JENNIFER BARTENBACH CEO 3176342423 2023-11-15 true Jennifer Bartenbach 999009999 NICOLE B FISHBACK P01279475 3173834000 2023-11-15 2 2022 2023-04-26 12:10:37Z LORENZO ESTERS 615 NORTH ALABAMA STREET INDIANAPOLIS IN 46204 1626291 false X WWW.CICF.ORG X 1932 IN RENTAL OF OFFICE SPACE AT BELOW MARKET RATES TO NON-PROFIT ORGANIZATIONS SERVING THE COMMUNITY; RENTAL INCOME COVERS APPROX. 80% OF OPERATING COSTS; 20% FROM ENDOWMENT. 8 8 2 9 84676 13440 2500 0 638367 698069 396703 175599 0 23 1037570 873691 0 0 0 0 376229 190535 0 0 0 630421 591808 1006650 782343 30920 91348 7061359 6234822 473832 237363 6587527 5997459 THE WILLIAM E ENGLISH FOUNDATION'S MISSION IS TO PROVIDE RENTAL SPACE AT BELOW MARKET RATES TO NON-PROFIT ORGANIZATIONS SERVING THE COMMUNITY. TENANTS SHARE IN THE BUILDING'S OPERATING COSTS IN PROPORTION TO THE AMOUNT OF OFFICE SPACE OCCUPIED. false false 759453 613416 THE WILLIAM E. ENGLISH FOUNDATION RENTS OFFICE SPACE TO NON-PROFIT ORGANIZATIONS AT BELOW MARKET RATES. THE FOUNDATION SERVES 14 DIFFERENT NON-PROFIT ORGANIZATIONS WHICH EMPLOY APPROXIMATELY 265 INDIVIDUALS. 759453 true false false false false false false false false true true true false false false false false true false false false false false false false false false false false true false false false false false false false false false false false false false true false false false true X 0 0 2 true true true false false false false false false false false false false false X 8 8 false false false false false false false true true false false true true true true true true true true false IN X JENNIFER BARTENBACH 3176342423 615 NORTH ALABAMA STREET 300 INDIANAPOLIS IN 46204 BRIAN PAYNE President 1.0 39.0 X 11725 457292 120017 JENNIFER BARTENBACH EXECUTIVE VP AND CFO 1.0 39.0 X 9480 306520 46294 BRENDA DELANEY CONTROLLER 2.0 38.0 X 6273 119183 38477 MOLLY WILKINSON CHAVERS DIRECTOR 1.0 1.0 X 0 0 0 JOHN DAVID HOOVER DIRECTOR 1.0 1.0 X 0 0 0 CYNTHIA SIMON SKJODT VICE-PRESIDENT 1.0 1.0 X X 0 0 0 GREGORY F HAHN DIRECTOR 1.0 1.0 X 0 0 0 KAMEELAH SHAHEED-DIALLO DIRECTOR 1.0 0.0 X 0 0 0 KATHERINE L DAVIS DIRECTOR 1.0 1.0 X 0 0 0 MILTON O THOMPSON PRESIDENT 1.0 1.0 X X 0 0 0 Duane Ingram Director 1.0 1.0 X 0 0 0 27478 882995 204788 0 false true false 0 0 RENTAL INCOME 812930 613393 613393 PARKING FEES 812930 84676 84676 698069 38070 38070 0 0 0 0 0 0 890129 752600 137529 137529 137529 0 0 0 0 0 0 0 0 0 MISCELLANEOUS INCOME 900099 23 23 23 873691 613416 84676 175599 0 0 0 0 25595 25595 0 120450 120450 0 33361 33361 11129 11129 0 0 6645 6645 0 0 9548 5920 3628 0 0 490 490 0 0 337488 337488 887 887 0 0 145 145 0 203404 203404 33201 20584 12617 782343 759453 22890 0 0 0 536904 451135 0 0 1666 2253 0 0 0 0 0 0 0 0 9851 0 12531749 11057098 1408929 1474651 3306377 2731792 1797632 1574991 0 0 0 0 0 0 7061359 6234822 473832 237363 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 473832 237363 X 2869529 3160851 3717998 2836608 6587527 5997459 7061359 6234822 X 91348 -793118 111702 X false true X true false X X X 1 THE INDIANAPOLIS FOUNDATION INC 454618430 7 true 0 0 1 0 0 true false false false false false false false false false false false false false false true false 5059105 -633339 247411 4178355 4252213 1019576 212684 5059105 3868263 577101 193151 4252213 3533358 511573 176668 3868263 3877589 -61964 282267 3533358 1.00000 false true true 107536 107536 12377641 11019693 1357948 46572 37405 9167 1474651 POOLED RESOURCES 1574991 F 1574991 318437 -793118 247412 -545706 864143 9548 9548 873691 908505 247412 247412 661093 9548 111702 121250 782343 SCHEDULE D, PART V, LINE 4 INTENDED USE OF ENDOWMENT FUNDS: THE PRIMARY INTENDED PURPOSE OF THE ENDOWMENT FUNDS ARE TO PROVIDE REVENUE TO HELP SUPPORT THE WILLIAM E. ENGLISH FOUNDATION CARRY OUT ITS ROLE AND MISSION OF SERVING OTHER NOT-FOR-PROFIT ORGANIZATIONS IN CENTRAL INDIANA. THE PRIMARY INVESTMENT OBJECTIVE OF THE ENDOWMENT IS TO ACHIEVE AN ANNUALIZED TOTAL RETURN (NET OF FEES AND EXPENSES) EQUAL TO OR GREATER THAN THE RATE OF INFLATION PLUS ANY SPENDING AND ADMINISTRATIVE EXPENSES THUS, AT A MINIMUM, MAINTAINING THE PURCHASING POWER. THE ASSETS ARE TO BE MANAGED IN A MANNER THAT WILL MEET THE PRIMARY OBJECTIVE, WHILE AT THE SAME TIME ATTEMPTING TO LIMIT VOLATILITY IN YEAR-TO-YEAR SPENDING. DUE TO THE CONSOLIDATED NATURE OF THE FOUNDATION, ENDOWMENT FUNDS ARE HELD IN POOL FUNDS WITH CENTRAL INDIANA COMMUNITY FOUNDATION. SCHEDULE D, PART VII, LINE 3A INVESTMENTS - OTHER SECURITIES: ONE OF THE PRIMARY BENEFITS OF CREATING CICF WAS THE ABILITY TO POOL THE RESOURCES OF ALL THE ENTITIES AND COMPONENT FUNDS FOR INVESTMENT PURPOSES. WHILE CICF ACTUALLY HOLDS THE INVESTMENT ASSETS, THE INDIVIDUAL ENTITIES AND CERTAIN COMPONENT FUNDS STILL MAINTAIN THE GOVERNANCE OVER THE EXPENDITURES OF THEIR RESPECTIVE INVESTMENTS. SCHEDULE D, PART X, LINE 2 ASC 740 DISCLOSURE: MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. SCHEDULE D, PART XI, LINE 2D RECONCILIATION OF REVENUE: INTERCOMPANY RECONCILIATION $247,412 TOTAL $247,412 SCHEDULE D, PART XII, LINE 2D RECONCILIATION OF EXPENSES: INTERCOMPANY RECONCILIATION $247,412 TOTAL $247,412 SCHEDULE D, PART XII, LINE 4B RECONCILIATION OF EXPENSES: NON-OPERATING PENSION $111,702 TOTAL $111,702 X X X X X false false false false false false false false false BRIAN PAYNE President 11725 457292 0 0 0 0 2233 87069 768 29947 14726 574308 JENNIFER BARTENBACH EXECUTIVE VP AND CFO 9480 306520 0 0 0 0 1371 44326 18 579 10869 351425 BRENDA DELANEY CONTROLLER 6273 119183 0 0 0 0 1441 27385 483 9168 8197 155736 SCHEDULE J, PART I, LINE 3 ESTABLISHING COMPENSATION OF CEO/EXECUTIVE DIRECTOR: COMPENSATION IS ESTABLISHED BY CENTRAL INDIANA COMMUNITY FOUNDATION, A RELATED ORGANIZATION. FORM 990, PART IV, LINE 34 RELATED ORGANIZATIONS: THE WILLIAM E. ENGLISH FOUNDATION IS A SUPPORTING ORGANIZATION FOR THE INDIANAPOLIS FOUNDATION INC.(EIN #45-4618430). THE CENTRAL INDIANA COMMUNITY FOUNDATION (CICF EIN #35-1793680) IS THE ADMINISTRATIVE FOUNDATION AND THE COMMON PAYMASTER FOR ALL PAYROLL RELATED EXPENSES AND ALSO FOR ALL OPERATING EXPENSES. THE WILLIAM E. ENGLISH FOUNDATION REIMBURSES CICF AS EXPENSES ARE PAID. CICF RENTS OFFICE SPACE FROM THE WILLIAM E. ENGLISH FOUNDATION AND PAYS THE RENT DIRECTLY TO THE WILLIAM E. ENGLISH FOUNDATION. FORM 990, PART V, LINES 2A & 2B FORM W-3 EMPLOYEES: THE WILLIAM E. ENGLISH FOUNDATION EMPLOYEES ARE PAID THROUGH A COMMON PAYMASTER. THE CENTRAL INDIANA COMMUNITY FOUNDATION INC. IS THE COMMON PAYMASTER (CICF EIN #35-1793680). CICF FILES ALL REQUIRED MATERIAL EMPLOYMENT TAX RETURNS, WHICH INCLUDE ALL OF THE WILLIAM E. ENGLISH FOUNDATION EMPLOYEES. FORM 990, PART VI, SECTION B, LINE 11B PROCESS TO REVIEW THE FORM 990: THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND REVIEWED BY THE CHIEF FINANCIAL OFFICER. FOLLOWING THE REVIEW BY THE CFO, THE DRAFT OF THE FORM 990 IS DISTRIBUTED TO ALL BOARD MEMBERS FOR THEIR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C PROCESS FOR MONITORING COMPLIANCE WITH CONFLICT OF INTEREST POLICY: CONFLICT OF INTEREST QUESTIONNAIRES ARE COMPLETED ANNUALLY BY ALL BOARD MEMBERS AND STAFF. THE POLICY STATEMENTS ARE REVIEWED ANNUALLY BY THE BOARD. WHEN FOUNDATION BUSINESS IS BEING CONDUCTED AND A STAFF MEMBER OR BOARD MEMBER HAS A CONFLICT, THAT INDIVIDUAL IS NOT ALLOWED TO PARTICIPATE IN THE DISCUSSION OR VOTE. THIS IS THEN DOCUMENTED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION B, LINES 15A & 15B PROCESS TO REVIEW COMPENSATION: THE CENTRAL INDIANA COMMUNITY FOUNDATION (CICF) IS THE COMMON PAYMASTER FOR THE WILLIAM E. ENGLISH FOUNDATION. COMPARATIVE COMPENSATION INFORMATION IS GATHERED BY THE HUMAN RESOURCES MANAGER AND USED TO DETERMINE THE APPROPRIATENESS OF INDIVIDUAL COMPENSATION FOR ALL EMPLOYEES AS PART OF THE ANNUAL REVIEW AND BUDGETING PROCESS. THIS REVIEW IS PERFORMED BY THE CEO AND CFO. THE CHAIRMAN OF THE BOARD OF DIRECTORS PERFORMS A REVIEW AND MAKES A RECOMMENDATION FOR COMPENSATION ADJUSTMENTS FOR THE CEO. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INT. POLICY, AND FINANCIAL STATEMENTS: THE PUBLIC DISCLOSURE COPY OF FORM 990, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCES: NON-OPERATING PENSION $ 111,702 THE INDIANAPOLIS FOUNDATION INC 615 N ALABAMA ST SUITE 300 INDIANAPOLIS IN 46204 454618430 CHARITABLE IN 501(C)(3) 7 CICF false CENTRAL INDIANA COMMUNITY FOUNDATION INC 615 N ALABAMA ST SUITE 300 INDIANAPOLIS IN 46204 351793680 CHARITABLE IN 501(C)(3) 7 NA false MCCAW FAMILY FOUNDATION INC 615 N ALABAMA ST SUITE 300 INDIANAPOLIS IN 46204 352057394 CHARITABLE IN 501(C)(3) 12A, TYPE I CICF false INDIANAPOLIS PARKS FOUNDATION INC 615 N ALABAMA ST SUITE 300 INDIANAPOLIS IN 46204 351860468 CHARITABLE IN 501(C)(3) 12A, TYPE I CICF false NEXTECHORG INC 615 N ALABAMA ST SUITE 300 INDIANAPOLIS IN 46204 453362871 CHARITABLE IN 501(C)(3) 12A, TYPE I CICF false THE DISTRICT THEATRE INC 615 N ALABAMA ST STE 300 INDIANAPOLIS IN 46204 351747371 CHARITABLE IN 301(C)(3) 12A, TYPE I CICF false PROSPER DEVINGTON BUILDING CORPORATION 615 N ALABAMA ST SUITE 300 INDIANAPOLIS IN 46204 854293288 TITLE HOLDING IN 501(C)2 INDPLS FDN false Impact Central Indiana 615 N Alabama St Ste 300 Indianapolis IN 46204 853170049 Charitable IN NA N/A 0 0 false 0 false false false false false false false false false false true false false false true true true true false false