2023-11-15T12:24:36-06:00 2022-12-31 351489521 GREENWALT CPAS INC 5342 W VERMONT STREET INDIANAPOLIS IN 46224 990 2022-01-01 850781875 COMMONWEALTH IMPACT FOUNDATION INC COMM 3174722020 PO BOX 301076 INDIANAPOLIS IN 46230 JAY HEIN CEO 3177107494 2023-11-15 JAY HEIN XXX-XX-XXXX 0 JOHN W KELLER CPA P01329619 3172412999 2023-11-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JAY HEIN PO BOX 301076 INDIANAPOLIS IN 46230 11696647 0 X COMMONWEALTHIMPACT.ORG X 2020 IN COMMONWEALTH HARNESSES ENTREPRENEURIAL TALENT TO CREATE MORE OPPORTUNITIES FOR EVERYONE TO FLOURISH. 3 3 0 4 1205232 422679 5450469 9979682 0 0 13537 64682 290968 1640969 5754974 11685333 552096 191232 0 0 0 50000 0 0 444767 98392 1555647 650488 1796879 5104486 9888454 5251315 16611239 141144 1022464 5110171 15588775 THE WORLD HAS NEVER EXPERIENCED SO MUCH PROSPERITY NOR FACED SO MANY MASSIVE CHALLENGES. COMMONWEALTH HARNESSES THE SAME ENTREPRENEURIAL TALENT THAT CREATES WEALTH TO CREATE MORE OPPORTUNITY FOR EVERYONE TO FLOURISH. 0 0 705964 191232 CW CITY FUND: COMMONWEALTH IS GROWING AN IMPACT INVESTING NETWORK IN 15 CITIES TO FUND VENTURE PHILANTHROPY AND VC/PE DEALS AIMED AT COMMUNITY RENEWAL.CW VENTURES: COMMONWEALTH SPONSORS SELECT PRIVATE OFFERINGS FOR COMPANIES ADVANCING MARKET SOLUTIONS TO THE WORLD'S BIGGEST PROBLEMS, INCLUDING THE WEALTH GAP BETWEEN WHITE FAMILIES AND BLACK FAMILIES IN AMERICA AND ACCESS TO QUALITY HEALTH CARE AND MENTAL HEALTH SERVICES. 705964 1 1 0 0 0 1 0 0 0 0 0 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 13 0 0 1 1 0 0 0 0 0 0 0 0 0 0 X 3 3 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 IN X RICH WESTLAKE 3177107494 PO BOX 301076 INDIANAPOLIS IN 46230 JAY HEIN MANAGING DIRECTOR 1.00 X X 25000 0 0 WINSTON JUSTICE MEMBER 1.00 X 0 0 0 CLIFF BENSON MEMBER 1.00 X 0 0 0 MIKE HUMPHREY FORMER CHAIRMAN 1.00 X 25000 0 0 50000 0 0 0 1 0 0 JOHN HANDELSMAN 8060 TROTTERS TRAIL COURT CINCINNATI OH 45249 MANAGEMENT/CONSULTATION 300910 1 9979682 9979682 71637 71637 4359 -4359 -4359 -4359 6955 -6955 -6955 -6955 STOCK EQUITY GRANTS 541610 1363602 355381 1008221 MANAGEMENT FEES 541610 599657 84986 514671 K-1 PASS-THROUGH ACTIVITY 523000 -317931 -271 -317660 1645328 11685333 440096 1205232 60323 X 191232 191232 50000 20000 10000 20000 101757 20390 81367 9550 9550 1033197 321199 323271 388727 14334 2050 12284 2665 2665 3071 3071 14401 14401 35981 17990 17991 3875 3875 8047 8047 5764 1153 3458 1153 TAXES 112474 112474 BAD DEBT EXPENSE 134000 134000 SCHEDULE K-1 PORTFOLIO 72326 72326 DUES AND SUBSCRIPTIONS 2243 2243 1962 1225 737 1796879 705964 646148 444767 665245 7533043 0 123000 175283 0 1112332 1224430 0 5754 3258417 7403431 40038 321581 5251315 16611239 14379 750974 86727 1490 40038 0 0 270000 141144 1022464 X 5110171 15588775 5110171 15588775 5251315 16611239 X 9888454 187405 211441 191304 X 0 1 X 1 0 X 5450469 9979682 15430151 5450469 9979682 15430151 189694 15240457 13521 71637 85158 15515309 126101 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 84 5289231 191232 15600000 1 1 0 565389 F INVESTMENTS IN EQUITIES 6242995 F INVESTMENTS IN CONVERTIBLE DEBT INSTRUMENTS 195047 F INVESTMENTS IN SAFE AGREEMENTS 400000 F 7403431 ACCOUNTS PAYABLE - RELATED PARTIES 270000 270000 12199403 187405 7800 195205 12004198 -318865 -318865 11685333 1734767 7800 2414 10214 1724553 72326 72326 1796879 PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHEDULE K-1 PASSTHROUGH NET INCOME (LOSSES) -318,865. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES REPORTED BY MEI FLORIDA 2021, LLC 1,544. EXPENSES REPORTED BY IBR 2020, LLC 870. PART XII, LINE 4B - OTHER ADJUSTMENTS: K-1 PASSTHROUGH PORTFOLIO DEDUCTIONS 72,326. 0 NATIONAL CHRISTIAN FOUNDATION 70 EAST 91ST STREET SUITE 100 INDIANAPOLIS IN 46240 208964581 501(C)(3) 191232 0 MISSION SUPPORT 0 0 0 0 0 0 0 0 0 MIKE HUMPHREY FORMER CHAIRMAN 25000 0 0 0 0 0 0 0 0 0 25000 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE BOARD MAY CHOOSE TO REVIEW AND APPROVE THE TAX FORM DURING A BOARD MEETING OR THEY MAY CHOOSE TO EMAIL COPIES TO BOARD MEMBERS FOR REVIEW, APPROVAL, AND COMMENTS. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS REVIEWS THE ANNUAL DISCLOSURES TO ENSURE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY IN FORCE. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS DISCLOSURE EXPLANATION: COMMONWEALTH IMPACT FOUNDATION'S TAX FORMS ARE AVAILABLE FOR PUBLIC DISCLOSURE ON THE GUIDESTAR WEBSITE OR UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 321,199. MANAGEMENT AND GENERAL EXPENSES 323,271. FUNDRAISING EXPENSES 388,727. TOTAL EXPENSES 1,033,197. FORM 990, PART XI, LINE 9: ADJUSTMENT FOR K-1 ACTIVITY NOT INCLUDED ON AUDITED FINANCIAL STATEMENTS 391,191. INTERCOMPANY ELIMINATIONS -199,887. COMMONWEALTH VENTURES OF AMERICA LLC PO BOX 301076 INDIANAPOLIS IN 46230 871029630 INVESTMENT MANAGEMENT IN 590977 1954845 COMMONWEALTH IMPACT FOUNDATION INC MEI FLORIDA 2021 LLC PO BOX 301076 INDIANAPOLIS IN 46230 872202079 INVESTMENT IN COMMONWEALTH IMPACT FOUNDATION INVESTMENT 50 0 1 0.88730 IBR 2020 LLC PO BOX 301076 INDIANAPOLIS IN 46230 853217461 INVESTMENT IN COMMONWEALTH IMPACT FOUNDATION INVESTMENT 254260 0 1 0.85000 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 IBR 2020 LLC E 270000 FUNDS LOANED