William J And Bonnie L Hefner Foundation in Fort Wayne, Indiana (IN)

William J And Bonnie L Hefner Foundation
Employer Identification Number (EIN)	311253998
Name of Organization	William J And Bonnie L Hefner Foundation
Address	10822 Birkdale Ct, Fort Wayne, IN 46814-9311
Activities	Gifts, grants, or loans to other organizations
Subsection	Charitable Organization
Ruling Date	12/1988
Deductibility	Contributions are deductible
Foundation	Private non-operating foundation
Organization	Corporation
Exempt Organization Status	Unconditional Exemption
Tax Period	12/2013
Assets	$1,000,000 to $4,999,999
Income	$500,000 to $999,999
Filing Requirement	990 - Not required to file (all other)
Asset Amount	$2,233,037
Amount of Income	$770,570
Form 990 Revenue Amount	$190,668
National Taxonomy of Exempt Entities (NTEE)	Arts, Culture and Humanities: Alliance/Advocacy Organizations

Non-representatives - add comments:

Amount of income in 2013: $770,570 (it was $450,593 in 2012)

This organization:	$770,570
Other organizations performing similar types of work:	$85,930

Assets in 2013: $2,233,037 (it was $2,374,138 in 2012)

William J And Bonnie L Hefner Foundation:	$2,233,037
Other organizations performing similar types of work:	$50,502

Expenses in 2013: $144,365

William J And Bonnie L Hefner Foundation:	$144,365
Other organizations performing similar types of work:	$96,681

Income to expenses ratio in 2013: 5.3

This organization:	5.3
Other organizations performing similar types of work:	1.1

Grants share in income in 2013: 54.9%

William J And Bonnie L Hefner Foundation:	54.9%
Other organizations performing similar types of work:	99.4%

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Expenses for 2013

	Revenue and expenses per books	Net investment income	Adjusted net income	Disbursements for charitable purposes (cash basis only)
Analysis of Revenue and Expenses (for 2013)
Total revenue	$227,481	$62,568	$53,112
Contributions, gifts, grants, etc., received	$125,000
Interest on savings and temporary cash investments	$531
Dividends and interest from securities	$52,581
Gross rents	$0
Gross sales price for all assets	$592,458
Gross profit from sales of goods	$0
Other income	$0
Other	$49,369
Total expenses and disbursements	$144,365	$15,265	$0	$129,100
Compensation of officers, directors, trustees, etc.	$0
Pension plans, employee benefits	$0
Legal fees	$0
Accounting fees	$0
Interest	$0
Depreciation	$0
Occupancy	$0
Travel, conferences, and meetings	$0
Printing and publications	$0
Total operating and administrative expenses	$15,265	$15,265		$0
Contributions, gifts, grants paid	$129,100
Excess of revenue over expenses and disbursements	$83,116
Net investment income		$47,303
Adjusted net income			$53,112

	2011		2012		2013
Balance Sheets
	Book Value	Fair Market Value	Book Value	Fair Market Value	Book Value	Fair Market Value
Total assets	$2,342,144	$2,342,144	$2,374,138	$2,539,251	$2,233,037	$2,770,387
Cash - non-interest-bearing	$0		$0		$0
Investments-U.S. and state government obligations	$0		$0		$0
Investments-corporate stock	$0		$0		$1,538,650
Investments-corporate bonds	$0		$0		$0
Investments-mortgage loans	$0		$0		$0
Investments-other	$0		$0		$0
Other assets			$0		$0
Total liabilities	$1		$1		$1
Mortgages and other notes payable	$0		$0		$0
Other liabilities			$0		$0
Total liabilities and net assets/fund balances	$2,342,144		$2,374,138		$2,233,037

	2011	2012	2013
Capital Gains and Losses for Tax on Investment Income
Capital gain net income	$2,792	$10,058	$49,369
Net capital loss	$0	$0	$0

	2011	2012	2013
Excise Tax Based on Investment Income
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)	No	No	No
Tax based on investment income	$233	$333	$473
Total credits and payments	$148	$0	$0
Any penalty for underpayment of estimated tax	$0	$0	$0
Tax due		$333	$473
Overpayment		$0	$0
Amount to be credited to next year's estimated tax	$0	$0	$0

	2011	2012	2013
Statements Regarding Activities
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign?	No	No	No
Has the foundation engaged in any activities that have not previously been reported to the IRS?		No	No
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other similar instruments?		No	No
Has the foundation filed a tax return on Form 990-T for this year?		No	No
Was there a liquidation, termination, dissolution, or substantial contraction during the year?	No	No	No
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?		Yes	Yes
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for current calendar year or the taxable year beginning in this year?	No	No	No
Did any persons become substantial contributors during the tax year?		No	No
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?		No	No
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?		Yes	Yes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041		No	No

	2011	2012	2013
Statements Regarding Activities for Which Form 4720 May Be Required
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?	No	No	No
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?	No	No	No
Furnish goods, services, or facilities to (or accept them from) a disqualified person?	No	No	No
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?	No	No	No
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?	No	No	No
Agree to pay money or property to a government official?	No	No	No
Did any of the acts fail to qualify under the exceptions described in Regulations section 53.4941(d)-3 or in a current notice regarding disaster assistance?		No	No
Did the foundation engage in a prior year in any of the acts, other than excepted acts, that were not corrected before the first day of the tax year beginning in this year?		No	No
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?	No	No	No
Are there any years listed above for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed income?		No	No
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?	No	No	No
Did the foundation have excess business holdings in this year as a result of (1) any purchase by the foundation or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20-year first phase holding period?	No	No	No
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?	No	No	No
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in this year?		No	No
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?	No	No	No
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?	No	No	No
Provide a grant to an individual for travel, study, or other similar purposes?	No	No	No
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)?	No	No	No
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?	No	No	No
Did any of the transactions fail to qualify under the exceptions described in Regulations section 53.4945 or in a current notice regarding disaster assistance?		No	No
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?		No	No
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?		No	No

	2011	2012	2013
Minimum Investment Return
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes	$2,316,210	$2,430,000	$2,357,565
Net value of noncharitable-use assets		$2,393,550	$2,322,202
Minimum investment return	$114,073	$119,678	$116,110

	2011	2012	2013
Distributable Amount
Distributable amount	$113,840	$119,345	$115,637

	2011	2012	2013
Undistributed Income
Distributable amount for this year	$113,840	$119,345	$115,637
Undistributed income for this year. This amount must be distributed in the next year	$0	$0	$0

	2013	2012	2011	2010	Total
Private Operating Foundations (for 2010 - 2013)
The lesser of the adjusted net income or the minimum investment return	$0	$0	$0	$0	$0
Qualifying distributions made directly for active conduct of exempt activities	$0	$0	$0	$0	$0
Value of all assets	$0	$0	$0	$0	$0
Value of assets qualifying under section 4942(j)(3)(B)(i)	$0	$0	$0	$0	$0
2/3 of minimum investment return	$0	$0	$0	$0	$0
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties)	$0	$0	$0	$0	$0
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)	$0	$0	$0	$0	$0
Gross investment income	$0	$0	$0	$0	$0

Supplementary Information (for 2013)
Grants approved for future payment	$0

	Amount	Related or exempt function income
Analysis of Income-Producing Activities (for 2013)
Program service revenue
Fees and contracts from government agencies	$0	$0
Membership dues and assessments	$0	$0
Interest on savings and temporary cash investments	$0	$531
Dividends and interest from securities	$0	$52,581

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2013)
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of:
Cash	No
Other assets	No
Other transactions:
Sales of assets to a noncharitable exempt organization	No
Purchases of assets from a noncharitable exempt organization	No
Rental of facilities, equipment, or other assets	No
Reimbursement arrangements	No
Loans or loan guarantees	No
Performance of services or membership or fundraising solicitations	No
Sharing of facilities, equipment, mailing lists, other assets, or paid employees	No

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Id	Name	Address	State	Established	Total Income
Organizations performing similar types of work
1	Yes On 24 The Tax Fairness Act	555 Capitol Mall Ste 1425, Sacramento, CA 95814-4602	CA	2011-06	$13,011,902
2	Raise Your Hand For Public Schools	1005 Congress Avenue, Austin, TX 78701-2463	TX	2008-01	$6,075,552
3	I Am A Leader Foundation	180 North University Avenue, Provo, UT 84601-5647	UT	2012-04	$4,224,920
4	Community Catalyst Action Fund Inc	30 Winter St Ste 1004, Boston, MA 02108-4728	MA	2012-02	$1,925,949
5	Femm Foundation	228 E 71st Street, New York, NY 10021-5136	NY	2012-08	$1,003,214
6	William J And Bonnie L Hefner Foundation	10822 Birkdale Ct, Fort Wayne, IN 46814-9311	IN	1988-12	$770,570
7	Adrienne Jules Foundation	672 S La Fayette Park Pl Ste 28, Los Angeles, CA 90057-3234	CA	2012-05	$725,439
8	Fort Mill Preparatory Cooperative Preschool	2721 Old Nation Rd, Fort Mill, SC 29715-8829	SC	2012-12	$583,461
9	Urbanart Commission	PO BOX 11689, Memphis, TN 38111-0689	TN	1999-10	$490,556
10	Broadway Education Alliance Inc	336 West 37th Street No 460, New York, NY 10018	NY	2011-02	$467,514
11	America Succeeds	777 Grant Street Suite 302, Denver, CO 80203	CO	2014-02	$402,286
12	Robert M Merryman Performing Arts Center	225 W 22nd St, Kearney, NE 68845-5332	NE	2014-07	$382,023
13	Fernando Pullum Community Arts Center	3351 W 43rd St, Los Angeles, CA 90008-4521	CA	2012-02	$378,464
14	Business Forward Foundation	1717 Rhode Island Ave Nw Ste 660, Washington, DC 20036-3033	DC	2013-11	$343,500
15	Presente Action	2150 Allston Way Ste 360, Berkeley, CA 94704-1378	CA	2013-07	$326,218
16	Promoting Wellness Foundation	C/O 26050 Orchard Lake Rd Suite 100, Farmington Hills, MI 48334	MI	2012-07	$325,911
17	Bentonville Christian Academy	904 N Walton Blvd, Bentonville, AR 72712-4552	AR	2012-12	$287,891
18	Can Action Fund	616 Se 38th Ave, Portland, OR 97214	OR	2012-06	$242,048
19	National Association Of Music Parents Inc	11650 N Lantern Road, Fishers, IN 46038-2993	IN	2013-05	$72,091
20	Madison Area Arts Alliance Inc	416 West Street Suite B, Madison, IN 47250	IN	2014-09	$0

Number of organizations performing similar types of work

Alaska	2
Alabama	2
Arkansas	7
Arizona	3
California	24
Colorado	7
Connecticut	2
District of Columbia	5
Delaware	1
Florida	9
Georgia	3
Iowa	2
Idaho	1
Illinois	7
Indiana	3
Kansas	1
Kentucky	2
Louisiana	1
Massachusetts	6
Maryland	4
Michigan	4
Minnesota	4

Missouri	3
Mississippi	2
Montana	2
North Carolina	1
Nebraska	4
New Hampshire	1
New Jersey	6
New Mexico	1
New York	17
Ohio	2
Oklahoma	1
Oregon	2
Pennsylvania	5
Rhode Island	1
South Carolina	5
South Dakota	1
Tennessee	4
Texas	7
Utah	2
Virginia	5
Washington	3
Wisconsin	2

Total

177

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