2025-11-13T15:24:25+00:00 2024-12-31 440160260 Forvis Mazars LLP 820 Massachusetts Ave Suite 1370 Indianapolis IN 46204 990 2024-01-01 350929970 The William E English Foundation WILL 3176342423 615 North Alabama Street 300 Indianapolis IN 46204 ERIN TANNER CFO 2025-11-13 true Nicole Fishback P01279475 3173834000 2025-11-15 2024 2025-03-06 01:10:19Z LORENZO ESTERS 615 North Alabama Street 300 Indianapolis IN 46204 1904243 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. 9 9 3 9 79628 36313 0 769190 762860 164724 382986 4532 0 938446 1145846 0 0 168919 261353 0 0 645590 697268 814509 958621 123937 187225 6715744 6994153 190793 96817 6524951 6897336 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 906591 0 683232 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. 906591 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 false false true false false false false true X 0 0 3 true true true false false false false false false false false false false false X 9 9 false false false false false false false true true false false false true true true true true true true true false false IN X JENNIFER K BARTENBACH 3176342423 615 NORTH ALABAMA STREET 300 INDIANAPOLIS IN 46204 CYNTHIA SIMON SKJODT VICE-PRESIDENT 1.0 1.0 X X 0 0 0 MILTON O THOMPSON PRESIDENT 1.0 1.0 X X 0 0 0 DUANE INGRAM SECRETARY 1.0 1.0 X 0 0 0 GREGORY F HAHN DIRECTOR 1.0 1.0 X 0 0 0 JOHN DAVID HOOVER 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 LACY JOHNSON DIRECTOR 1.0 0.0 X 0 0 0 MOLLY WILKINSON CHAVERS DIRECTOR 1.0 1.0 X 0 0 0 Erin Tanner CFO 1.0 39.0 X 5098 198822 40338 LORENZO ESTERS PRESIDENT 1.0 39.0 X 12806 414054 60641 17904 612876 100979 0 false true false 0 0 RENTAL INCOME 812930 683232 683232 PARKING FEES 812930 79628 79628 0 0 0 0 762860 88377 88377 0 0 1053006 758397 294609 0 294609 294609 0 0 0 0 0 1145846 683232 79628 382986 0 0 0 0 0 0 0 0 20732 20732 0 0 168632 168632 24843 24843 33635 33635 13511 13511 9161 9161 12669 7855 4814 0 0 0 0 1500 1500 10150 10150 399628 399628 382 382 212623 212623 37500 23250 14250 UBI Taxes 13655 13655 0 0 0 0 958621 906591 52030 0 0 0 0 0 635060 706490 3960 3496 0 0 0 0 12979284 11471372 1402410 1507912 3110862 3255508 1563452 1520747 0 0 0 6715744 6994153 190793 96817 0 0 0 0 190793 96817 X 3365313 3474304 3159638 3423032 6524951 6897336 6715744 6994153 X 187225 149067 36093 X false true 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 4502548 483887 221653 4764782 4178355 534503 210310 4502548 5059105 -633339 247411 4178355 4252213 1019576 212684 5059105 3868263 577101 193151 4252213 1.0 0.0 0.0 false true true 107536 107536 12739357 11421956 1317401 132391 49416 82975 1507912 Closely-held equity interests Financial derivatives POOLED RESOURCES 1520747 F 1520747 1503897 149067 221653 370720 1133177 12669 0 12669 1145846 1131512 221653 221653 909859 12669 36093 48762 958621 Schedule D, Part VII 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 V, Line 4 Intended uses 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 XI, Line 2(d) Other revenues in audited financial statements not in form 990 INTERCOMPANY RECONCILIATION - 221653 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 INTERCOMPANY RECONCILIATION - 221653 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements NON-OPERATING PENSION - 36093 false false false false false false false false false Erin Tanner CFO 5098 198822 0 0 0 0 575 22417 434 16912 6107 238151 0 0 LORENZO ESTERS PRESIDENT 12806 414054 0 0 0 0 690 22310 1129 36512 14625 472876 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation 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, Line 2a 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, Line 11b Review of form 990 by governing body 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, Line 12c 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, Line 15a Process to establish compensation of top management official 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 President. Form 990, Part VI, Line 15b Process to establish compensation of other employees SAME AS FORM 990, PART VI, LINE 15A ABOVE. Form 990, Part VI, Line 19 Required documents available to the public 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 - 36093; Total - 36093; 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 false MCCAW FAMILY FOUNDATION INC 615 N ALABAMA ST SUITE 300 INDIANAPOLIS IN 46204 352057394 CHARITABLE IN 501(c)(3) Type I CICF false INDIANAPOLIS PARKS FOUNDATION INC 615 N ALABAMA ST SUITE 300 INDIANAPOLIS IN 46204 351860468 CHARITABLE IN 501(c)(3) Type I CICF false NEXTECHORG INC 615 N ALABAMA ST SUITE 300 INDIANAPOLIS IN 46204 453362871 CHARITABLE IN 501(c)(3) Type I CICF false THE DISTRICT THEATRE INC 615 N ALABAMA ST STE 300 INDIANAPOLIS IN 46204 351747371 CHARITABLE IN 501(c)(3) 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 0 false false false false false false false false false true false false false true true true true false false