2025-07-07T15:26:03+00:00 2024-09-30 440160260 Forvis Mazars LLP 111 E Wayne Street Suite 600 Fort Wayne IN 46802 990 2023-10-01 350390706 THE HONEYWELL FOUNDATION INC HONE 2605631102 275 WEST MARKET STREET WABASH IN 46992 TOD MINNICH PRESIDENT/CEO 2605631102 2025-07-07 true Ashley Whitman P01883404 2604604000 2025-07-07 2023 2025-03-06 01:10:19Z TOD MINNICH 275 WEST MARKET STREET WABASH IN 46992 16980338 false X WWW.HONEYWELLARTS.ORG X 1941 IN THE HONEYWELL FOUNDATION PROVIDES DIVERSE PROGRAMMING INCLUDING YOUTH ARTS EDUCATION OFFERINGS; VISUAL ART WORKSHOPS, EXHIBITS & COMPETITIONS; & PERFORMING ARTS OPPORTUNITIES. 14 13 164 150 404201 0 2008311 1290268 6539084 8670961 964262 2034473 602817 695917 10114474 12691619 17225 25590 0 4317897 4680908 0 800775 7166274 9561780 11501396 14268278 -1386922 -1576659 94494433 107518578 2718465 2577691 91775968 104940887 THE HONEYWELL FOUNDATION IS A PUBLIC CHARITY DEDICATED TO PROVIDING ARTS, EDUCATION, AND ENTERTAINMENT FOR ALL. false false 11575430 25590 8670961 THE FOUNDATION OWNS AND OPERATES THE HONEYWELL CENTER, AN ARTS AND ENTERTAINMENT FACILITY THAT INCLUDES A 1,500-SEAT THEATER, AN ART GALLERY, ROLLER SKATING RINK, MEETING ROOMS AND A RESTAURANT FACILITY IN DOWNTOWN WABASH, INDIANA. THE FOUNDATION ALSO OWNS AND OPERATES EAGLES THEATRE, WHICH FEATURES MOVIES, LIVE ENTERTAINMENT MUSIC/THEATER EDUCATION OFFERINGS, MEETING ROOMS AND CATERING SERVICES; HONEYWELL HOUSE, A CULTURAL CENTER THAT INCORPORATES CONCERTS, COMMUNITY LECTURES, FINE ART AND DINING; CHARLEY CREEK GARDENS, AN URBAN GARDEN DEDICATED TO THE APPRECIATION OF PLANTS AND HORTICULTURE; THE DR. JAMES FORD HISTORIC HOME, A HOUSE MUSEUM SET IN THE MID-1800'S; THE 13-24 DRIVE IN, A REGIONAL DRIVE IN MOVIE THEATER; AND THE CLARKSON HOUSE, A RESTORED HOME AVAILABLE FOR OVERNIGHT STAYS, AS WELL AS DAYTIME RENTAL FOR PRIVATE GATHERINGS. PRIMARY ACTIVITIES OF THE FOUNDATION INCLUDE PROVIDING DIVERSE AND ENRICHING PROGRAMS AND ARTS IN EDUCATION INITIATIVES FOR YOUTH. THE FOUNDATION'S PRIMARY SOURCES OF REVENUE AND SUPPORT ARE FROM CONTRIBUTIONS, TICKET SALES, FOOD SERVICE AND EARNINGS FROM INVESTMENTS. 11575430 true true false false false false true false true true false false false true false false true false false false false false false false false false true false true false false false false false false false false true false false false false true true true false false true 196 0 164 true true true false false false false false false false false false false false X 14 13 true false false false false false false true false false false false true true true true true true true false IN X KYLE DUBOIS 2605631102 275 WEST MARKET STREET WABASH IN 46992 Bruce Trump Treasurer 2.0 0.0 X X 0 0 0 Jack Wiley Secretary 2.0 0.0 X X 0 0 0 Richard Church Vice Chair 2.0 0.0 X X 0 0 0 Sally Krouse Chair 5.0 2.0 X X 0 0 0 Tod Minnich President/CEO 48.0 6.0 X X 310747 0 51194 Angie Beauchamp Director 2.0 0.0 X 0 0 0 Dennis Dickos Director 2.0 0.0 X 0 0 0 Howard Halderman Director 2.0 0.0 X 0 0 0 Jeanne Mirro Director 2.0 2.0 X 0 0 0 Lisa Gilman Director 2.0 0.0 X 0 0 0 Melisa McCann Director 2.0 0.0 X 0 0 0 Steve Ford Director 2.0 2.0 X 0 0 0 Steve Forrester Director 2.0 0.0 X 0 0 0 Ty Renbarger Director 2.0 0.0 X 0 0 0 Cathy Gatchel Chief Development Officer 48.0 8.0 X 167219 0 34641 Kyle Dubois Chief Operating Officer 48.0 0.0 X 172325 0 49313 Emily Shannon VP of Marketing 48.0 0.0 X 110881 0 15314 Jessica Hein VP of Human Resources 48.0 0.0 X 120389 0 17559 881561 0 168021 5 false true false OUTBACK PRESENTS LLC 209 TENTH AVENUE SOUTH SUITE 503 NASHVILLE TN 37203 LIVE PERFORMANCE 306639 QUEST AUDIO-VIDEO INC 5540 W 53 ST PARKWAY ANDERSON IN 46013 EQUIPMENT RENTAL 158928 EMINENT TOURS CORPORATION PO BOX 559 WINNSBORO TX 75494 LIVE PERFORMANCE 150916 PUPPET BOY ENTERTAINEMENT INC 46 RAVENSWOOD AVE LAS VEGAS NV 89141 LIVE PERFORMANCE 150000 THE FULL MAGILLA LLC 5041 DALLAS HWY STE 610 POWDER SPRINGS GA 30127 LIVE PERFORMANCE 141000 12 1290268 91546 1290268 TICKET SALES 900099 6879003 6879003 FOOD SERVICE 900099 1197673 1197673 OTHER INCOME 900099 594285 594285 0 0 0 0 8670961 668192 668192 291716 0 291716 0 291716 291716 5655000 4288719 1366281 0 1366281 1366281 DRIVE-IN THEATRE 512131 166550 166550 EAGLES THEATER 512131 237651 237651 0 0 0 0 404201 12691619 8670961 404201 2326189 X 25590 25590 785438 639107 102020 44311 2989960 2432917 388364 168679 196318 159743 25500 11075 406149 330482 52754 22913 303043 246585 39362 17096 1040 1040 29500 29500 17843 17843 4590137 3734972 596210 258955 831378 676488 107987 46903 173555 141221 22543 9791 105735 86036 13734 5965 185972 151325 24156 10491 818972 666394 106376 46202 40369 32848 5244 2277 73987 60203 9610 4174 986188 802457 128095 55636 103748 84419 13476 5853 Other Hospitality Expenses 478855 389642 62198 27015 Other Programming Expenses 1124501 915001 146061 63439 0 0 0 0 14268278 11575430 1892073 800775 4436 4603 1448427 1020112 414073 13997 330428 602244 0 0 0 0 49598 9598 46790 62976 438840 217395 40285200 17540502 23372396 22744698 66388961 80813322 2979 3835 0 0 0 1997505 2025798 94494433 107518578 737405 806791 0 0 986893 891145 0 0 0 0 0 0 0 0 0 0 994167 879755 2718465 2577691 X 24929780 26425179 66846188 78515708 91775968 104940887 94494433 107518578 X -1576659 14658323 83255 X false true X true false X 6715523 3952382 8288537 2008311 1290268 22255021 0 0 6715523 3952382 8288537 2008311 1290268 22255021 1946946 20308075 503246 566708 837056 1078062 959908 3944980 0 0 0 0 0 0 0 26200001 26041188 0.7751 0.6063 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1661256 X false 65110461 130761 14460163 34145 2498644 77168596 60249100 601908 6688150 30180 2398517 65110461 65373370 5393560 -8569270 18410 1930150 60249100 56567826 65285 10701730 14580 1946891 65373370 49687552 5027444 3550991 12000 1686161 56567826 0.04 0.96 0.0 false false 1478100 1478100 32191484 12225149 19966335 6615616 5315353 1300263 22744698 ANNUTIES PAYABLE 226945 OTHER LIABILITIES 652810 879755 Schedule D, Part X, Line 2 FIN 48 FOOTNOTE 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 III, Line 1a ONLY ITEMS ACQUIRED WITH THE CONTRIBUTION OF THE HONEYWELL HOUSE AND ITS ARTIFACTS ARE INCLUDED IN COLLECTIONS OF WORKS OF ART, HISTORICAL TREASURES AND SIMILAR ASSETS WHICH ARE CAPITALIZED. ITEMS ADDED TO THIS COLLECTION ARE CAPITALIZED AT COST IF PURCHASED OR AT ESTIMATED FAIR VALUE ON THE ACQUISITION DATE IF DONATED. CAPITALIZED ITEMS FROM THIS COLLECTION THAT ARE SOLD OR REMOVED ARE REPORTED AS UNRESTRICTED, TEMPORARILY, OR PERMANENTLY RESTRICTED GAINS OR LOSSES DEPENDING ON DONOR STIPULATIONS, IF ANY, PLACED ON THE ITEMS AT THE TIME OF ACQUISITION. Schedule D, Part III, Line 4 Collections of art - description of collections THE HONEYWELL HOUSE IS A CULTURAL HOUSE MUSEUM WHERE GUESTS NOT ONLY VIEW THE COLLECTIONS, BUT CAN ACTUALLY ENJOY THEM DIRECTLY. THAT IS, GUESTS MAY SIT AT EUGENIA HONEYWELL'S DINING TABLE AND ENJOY A LUNCHEON SERVED FROM HER COLLECTION OF CHINA. THIS HANDS-ON EXPERIENCE IMMERSES GUESTS INTO THE COLLECTION AND ALLOWS FOR GREATER APPRECIATION OF ITS BEAUTY AND FUNCTION. Schedule D, Part V, Line 4 Intended uses of endowment funds ENDOWMENT FUNDS AT THE HONEYWELL FOUNDATION SERVE TO UNDERWRITE ITS PROGRAMS, OFFERINGS AND OVERALL OPERATIONS. true Wabash Valley Dance Theater PO Box 572 Wabash IN 46992 356053728 501(C)3 7535 FMV Facility/Equipment Use Performance Wabash Area Community Theater PO Box 840 Wabash IN 46992 352034147 501(C)3 18055 FMV Facility/Equipment Use Performance 2 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. Organizations seeking assistance must submit a grant application with a project description, plan, and proposed budget. After project completion, grant recipients must submit a wrap-up report, including a statement of revenues and expenditures and a narrative on project effectiveness. Unused funds must be returned within 30 days. X X X false true false false false false false false false Tod Minnich President/CEO 218926 0 46521 0 45300 0 41214 0 9980 0 361941 0 0 0 Kyle Dubois Chief Operating Officer 143825 0 28500 0 0 0 26081 0 23232 0 221638 0 0 0 Cathy Gatchel Chief Development Officer 140949 0 26270 0 0 0 24662 0 9979 0 201860 0 0 0 Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan THE PRESIDENT/CEO, CHIEF OPERATING OFFICER, AND CHIEF DEVELOPMENT OFFICER ARE PARTICIPANTS IN HONEYWELL'S 457(F) PLAN. DURING THE 2023 FISCAL YEAR, AMOUNTS DEFERRED UNDER THE PLAN WERE: TOD MINNICH: $22,048 KYLE DUBOIS: $15,000 CATHY GATCHEL: $14,200 Only board-designated employees are eligible to participate. To join, participants must complete and return the award letter. The employer will make discretionary allocations to the participant's account as specified in the letter. Benefits will vest according to the outlined schedule. Schedule J, Part II, Column (B)(ii) THE PRESIDENT/CEO'S COMPENSATION INCLUDES A PERFORMANCE INCENTIVE PLAN WHICH IS CONTINGENT UPON ACHIEVEMENT OF PREDETERMINED FINANCIAL AND STRATEGIC GOALS, SET AND APPROVED BY THE BOARD. THE COMPENSATION OF THE COO, CDO, VP OF HUMAN RESOURCES, AND VP OF MARKETING INCLUDES A PERFORMANCE INCENTIVE PLAN WHICH IS CONTINGENT UPON ACHIEVEMENT OF PREDETERMINED FINANCIAL AND STRATEGIC GOALS RELATED TO THEIR RESPECTIVE AREAS OF OVERSIGHT, SET AND APPROVED BY THE PRESIDENT/CEO. X 2 91546 Market value 0 false true false Schedule M, Part I COLUMN B THE AMOUNTS LISTED IN PART 1, COLUMN B ARE BASED ON THE NUMBER OF CONTRIBUTORS FOR EACH TYPE OF PROPERTY CONTRIBUTED. Form 990, Part VI, Line 2 FAMILY/BUSINESS RELATIONSHIPS AMONGST INTERESTED PERSONS ANGIE BEAUCHAMP AND TY RENBARGER ARE MOTHER/SON IN-LAW. Form 990, Part VI, Line 11a THE FORM 990 EXCLUDING SCHEDULE B IS PROVIDED TO THE GOVERNING BODY PRIOR TO FILING THE RETURN. Form 990, Part VI, Line 8b Documentation of meetings held by committees of governing body COMMITTEES HAVE NOT BEEN GRANTED AUTHORITY TO ACT ON BEHALF OF THE BOARD, ONLY RECOMMENDATIONS. ACTIONS ARE NOT TAKEN UNTIL AFTER BOARD APPROVAL IS RECEIVED. Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 DRAFT IS REVIEWED BY THE VP OF FINANCE, CHIEF OPERATING OFFICER, AND PRESIDENT/CEO PRIOR TO BEING PROVIDED TO THE BOARD AUDIT COMMITTEE FOR REVIEW. Form 990, Part VI, Line 12c Conflict of interest policy All governing body members, including the President/CEO, must comply with the company's Conflict of Interest Policy and disclose any potential conflicts. The Audit Committee acknowledges and discusses disclosed conflicts. Those with potential conflicts are excluded from related discussions and voting. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE PRESIDENT/CEO'S COMPENSATION WAS REVIEWED IN FALL 2023, LED BY THE FINANCE COMMITTEE, THEN REVIEWED AND APPROVED BY THE ENTIRE GOVERNING BODY. Form 990, Part VI, Line 15b Process to establish compensation of other employees COMPENSATION FOR OTHER OFFICERS (COO, CDO) WAS REVIEWED IN FALL 2023, LED BY THE FINANCE COMMITTEE. Form 990, Part VI, Line 19 Required documents available to the public THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE BY APPROVED REQUEST. Form 990, Part IX, Line 11g Other Fees Purchased Labor - other - Total Expense: 158664, Program Service Expense: 129104, Management and General Expenses: 20609, Fundraising Expenses: 8951; Purchased labor - security - Total Expense: 49167, Program Service Expense: 40007, Management and General Expenses: 6386, Fundraising Expenses: 2774; Other Professional Services - Total Expense: 105725, Program Service Expense: 86027, Management and General Expenses: 13733, Fundraising Expenses: 5965; Internet Ticketing Fees - Total Expense: 2029, Program Service Expense: 1651, Management and General Expenses: 264, Fundraising Expenses: 114; Transportation & Lodging - performers - Total Expense: 115901, Program Service Expense: 94308, Management and General Expenses: 15054, Fundraising Expenses: 6539; Performer Fee - Total Expense: 3987418, Program Service Expense: 3244544, Management and General Expenses: 517923, Fundraising Expenses: 224951; Opening or back-up fees - Total Expense: 23500, Program Service Expense: 19122, Management and General Expenses: 3052, Fundraising Expenses: 1326; Judging Fees - Total Expense: 1076, Program Service Expense: 875, Management and General Expenses: 140, Fundraising Expenses: 61; Credit Card Fees - Total Expense: 148999, Program Service Expense: 121240, Management and General Expenses: 19353, Fundraising Expenses: 8406; Other Expenses - Total Expense: -2342, Program Service Expense: -1906, Management and General Expenses: -304, Fundraising Expenses: -132; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS - 10553; NET TRANSFER TO HONEYWELL ARTS ACADEMY - 72702; CHARLEY CREEK FOUNDATION INC PO BOX 454 WABASH IN 46992 352132203 SUPPORT IN 501(c)(3) Type I NA false THE HONEYWELL ARTS ACADEMY 275 WEST MARKET STREET WABASH IN 46992 871572016 SUPPORT IN 501(c)(3) Type I HONEYWELL FN true CHARITABLE REMAINDER TRUST (1) CHARITY TR IN NA Trust false false true false false false false false false false false false false false false true false true false false HONEYWELL ARTS ACADEMY Q 504319 FMV HONEYWELL ARTS ACADEMY B 302313 FMV HONEYWELL ARTS ACADEMY O 107855 FMV