{"success":true,"data":{"_id":356518096,"filings":[{"Organization":{"value":null,"Person":["KIMBERLY G LEE","GEORGE A BUSKIRK JR","LARRY GRIGGERS","DOUGLAS R BROWN","ROBERT N THOMPSON"],"Title":["TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE"],"Hours":[1.0,1.0,1.0,1.0,1.0],"Total Compensation":[0,0,0,0,0],"Direct compensation":[0,0,0,0,0],"Other compensation":[0,0,0,0,0]},"Basic":{"value":null,"mission":"Provide investment income and building to st. marys child center, inc. for their hearing and/or speech impared childrens programs","year":2014,"name":"ST MARY'S CHILD CENTER ENDOWMENT TRUST FUND","phone":3178164208,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":null,"year_formation":1994,"state_legal_domicile":"IN","total_volunteers":null,"tax_period_begin":"2014-01-01T00:00:00","tax_period_end":"2014-12-31T00:00:00","address":"55 MONUMENT CIRCLE Room 800, INDIANAPOLIS, IN, 46204, USA","city":"INDIANAPOLIS","state":"IN","country":"USA","zip_code":46204},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":5,"Number of independent voting members":4,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":310306,"Contributions":{"value":180000,"Other contributions":180000,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":130306,"Investment income total":52445,"Net investment gain":77861,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":238327,"Grant expense":{"value":204500,"Grants to domestic orgs":204500,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":33827,"Management services":0,"Legal":0,"Accounting":2900,"Lobbying services":0,"Investment management fees":26034,"Other services":0,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":4814,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":79,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":204500,"Management And General Expenses":33832,"Fundraising Expenses":0}},"Assets":{"value":1787635,"Non-interest bearing cash":0,"Savings and temp cash investments":95990,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":625279,"Investments publicly traded":1066366,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":0,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":1787635,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.8580647597628468,"percentile":0.7056924830625216},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.23196135427610165,"percentile":0.7860599806916246},"Liabilities to Assets Ratio":{"score":0.0,"percentile":0.9977938754541298},"Operating Reserve Ratio":{"score":7.500765754614458,"percentile":0.8614971447533365},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":0.8,"percentile":0.1938826265975589},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.7272071818412523,"percentile":0.8895644593624128}},"source_xml":"201510649349300331_public.xml"},{"Organization":{"value":null,"Person":["FIRST MERCHANTS PRIVATE WEALTH ADVI","DOUGLAS R BROWN","LARRY GRIGGERS","GEORGE A BUSKIRK JR","KIMBERLY GRAHAM LEE","ROBERT N THOMPSON"],"Title":["TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE"],"Hours":[4.5,2.5,2.5,2.5,2.5,2.5],"Total Compensation":[27429,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0],"Other compensation":[27429,0,0,0,0,0]},"Basic":{"value":null,"mission":"Provide investment income and building to st. mary's child center, inc. for their hearing and/or speech impaired children's program.","year":2021,"name":"ST MARY'S CHARITIES TRUST FUND","phone":3175667619,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"FIRST MERCHANTS PRIVATE WEALTH ADVI","year_formation":1994,"state_legal_domicile":"IN","total_volunteers":null,"tax_period_begin":"2021-01-01T00:00:00","tax_period_end":"2021-12-31T00:00:00","address":"10333 N MERIDIAN STREET STE 350, INDIANAPOLIS, IN, 46290, USA","city":"INDIANAPOLIS","state":"IN","country":"USA","zip_code":46290},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":5,"Number of independent voting members":4,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":229194,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":89194,"Investment income total":40574,"Net investment gain":48620,"Income from invest bond proceeds":0},"Other revenues":{"value":140000,"Other total":140000,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":233206,"Grant expense":{"value":170000,"Grants to domestic orgs":170000,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":27429,"Current officers":27429,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":35777,"Management services":0,"Legal":0,"Accounting":2895,"Lobbying services":0,"Investment management fees":0,"Other services":3,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":25200,"Insurance":7153,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":526,"MISCELLANEOUS":521,"REAL ESTATE TRUST ACCOUNT":5},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":222629,"Management And General Expenses":10577,"Fundraising Expenses":0}},"Assets":{"value":2119855,"Non-interest bearing cash":10,"Savings and temp cash investments":42235,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":448878,"Investments publicly traded":1628732,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":0,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":2119855,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.9546452492645987,"percentile":0.8521549467103832},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":-0.017504821243139,"percentile":0.3436662557301996},"Liabilities to Assets Ratio":{"score":0.0,"percentile":0.9977938754541298},"Operating Reserve Ratio":{"score":9.090053429157054,"percentile":0.8826073978746868},"Officer Compensation Ratio":{"score":0.11761704244316185,"percentile":0.49683401650853437},"Program Expense Growth":{"score":0.018025105714881792,"percentile":0.3964212541377428},"Revenue Growth":{"score":-0.027811736590942247,"percentile":0.27315669102658535},"Asset Growth":{"score":0.03642556264483907,"percentile":0.4726643596675701},"Independent Voting Board Pct":{"score":0.8,"percentile":0.1938826265975589},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5912778911890022,"percentile":0.5798257853448426}},"source_xml":"202231789349301168_public.xml"},{"Organization":{"value":null,"Person":["GOELZER INVESTMENT MANAGEMENT","MATT COHOAT","JILL HALL","JOHN HART","JIM ZINK SR"],"Title":["INVESTMENT A","CO-TRUSTEE","CO-TRUSTEE","CO-TRUSTEE","CO-TRUSTEE"],"Hours":[4.5,2.5,2.5,2.5,2.5],"Total Compensation":[15248,0,0,0,0],"Direct compensation":[0,0,0,0,0],"Other compensation":[15248,0,0,0,0]},"Basic":{"value":null,"mission":"Provide investment income and school building space to worthy non profit organizations for underpriveledged early childhood education programs.","year":2024,"name":"ST MARY'S CHARITIES TRUST FUND DATED 12/30/94 C/O GOELZER INV MGMT","phone":3172642600,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"GOELZER INVESTMENT MANAGEMENT","year_formation":1994,"state_legal_domicile":"IN","total_volunteers":5,"tax_period_begin":"2024-01-01T00:00:00","tax_period_end":"2024-12-31T00:00:00","address":"10 E MAIN STREET SUITE 110, CARMEL, IN, 46032, USA","city":"CARMEL","state":"IN","country":"USA","zip_code":46032},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":5,"Number of independent voting members":5,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":270090,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":130090,"Investment income total":53531,"Net investment gain":76559,"Income from invest bond proceeds":0},"Other revenues":{"value":140000,"Other total":140000,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":194913,"Grant expense":{"value":148516,"Grants to domestic orgs":148516,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":15248,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":15248,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":31149,"Management services":0,"Legal":0,"Accounting":2592,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":25200,"Insurance":1772,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":1585,"REAL ESTATE TAXES":1153,"FOREIGN TAXES PAID":432},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":190549,"Management And General Expenses":4364,"Fundraising Expenses":0}},"Assets":{"value":1950395,"Non-interest bearing cash":2,"Savings and temp cash investments":190999,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":373277,"Investments publicly traded":1386117,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":0,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":1950395,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.9776105236695346,"percentile":0.8859561921487437},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.27834055314895034,"percentile":0.8213543213240565},"Liabilities to Assets Ratio":{"score":0.0,"percentile":0.9977938754541298},"Operating Reserve Ratio":{"score":10.006490075059128,"percentile":0.8921830890420247},"Officer Compensation Ratio":{"score":0.07822977430956375,"percentile":0.6313818437378971},"Program Expense Growth":{"score":0.009333440936583526,"percentile":0.36005624673843467},"Revenue Growth":{"score":-0.00979781932909572,"percentile":0.3307786355029927},"Asset Growth":{"score":0.011945820725926232,"percentile":0.3698500095462998},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.7458381106698149,"percentile":0.9125025023083232}},"source_xml":"202523159349303237_public.xml"},{"Organization":{"value":null,"Person":["FIRST MERCHANTS PRIVATE WEALTH ADVI","GOELZER INVESTMENT MANAGEMENT","MATT COHOAT","JILL HALL","JOHN HART","JIM ZINK SR"],"Title":["TRUSTEE","TRUSTEE","TRUSTEE","CO-TRUSTEE","TRUSTEE","TRUSTEE"],"Hours":[4.5,4.5,2.5,2.5,2.5,2.5],"Total Compensation":[10364,5134,0,0,0,0],"Direct compensation":[0,0,0,0,0,0],"Other compensation":[10364,5134,0,0,0,0]},"Basic":{"value":null,"mission":"Provide investment income and school building space to worthy non profit organizations for underpriveledged early childhood education programs.","year":2022,"name":"ST MARY'S CHARITIES TRUST FUND DATED 12/30/94 C/O GOEZLER INV MGMT","phone":3172642600,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"GOELZER INVESTMENT MANAGEMENT","year_formation":1994,"state_legal_domicile":"IN","total_volunteers":5,"tax_period_begin":"2022-01-01T00:00:00","tax_period_end":"2022-12-31T00:00:00","address":"111 MONUMENT CIRCLE STE 500, INDIANAPOLIS, IN, 46204, USA","city":"INDIANAPOLIS","state":"IN","country":"USA","zip_code":46204},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":5,"Number of independent voting members":5,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":333328,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":193328,"Investment income total":50311,"Net investment gain":143017,"Income from invest bond proceeds":0},"Other revenues":{"value":140000,"Other total":140000,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":261909,"Grant expense":{"value":216350,"Grants to domestic orgs":216350,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":15498,"Current officers":15498,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":30061,"Management services":0,"Legal":0,"Accounting":3403,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":25201,"Insurance":0,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":1457,"REAL ESTATE TAXES":1109,"FOREIGN TAXES PAID":338,"MISCELLANEOUS":10},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":257049,"Management And General Expenses":4860,"Fundraising Expenses":0}},"Assets":{"value":1839423,"Non-interest bearing cash":0,"Savings and temp cash investments":80208,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":423677,"Investments publicly traded":1335538,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":0,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":1839423,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.9814439366344799,"percentile":0.891976146552488},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.21426042816685067,"percentile":0.7701569636000236},"Liabilities to Assets Ratio":{"score":0.0,"percentile":0.9977938754541298},"Operating Reserve Ratio":{"score":7.023137807406389,"percentile":0.8534945321172558},"Officer Compensation Ratio":{"score":0.05917322428782516,"percentile":0.7131645818142391},"Program Expense Growth":{"score":0.025794260113837928,"percentile":0.4305437613163999},"Revenue Growth":{"score":-0.0002714196310727806,"percentile":0.36810746024960167},"Asset Growth":{"score":0.021692794792407464,"percentile":0.41100283248949276},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.7548078802082532,"percentile":0.922109366422532}},"source_xml":"202301799349300910_public.xml"},{"Organization":{"value":null,"Person":["KIMBERLY G LEE","GEORGE A BUSKIRK JR","LARRY GRIGGERS","DOUGLAS R BROWN","ROBERT N THOMPSON"],"Title":["TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE"],"Hours":[1.0,1.0,1.0,1.0,1.0],"Total Compensation":[0,0,0,0,0],"Direct compensation":[0,0,0,0,0],"Other compensation":[0,0,0,0,0]},"Basic":{"value":null,"mission":"Provide investment income and building to st. marys child center, inc. for their hearing and/or speech impared childrens programs","year":2015,"name":"ST MARY'S CHILD CENTER ENDOWMENT TRUST FUND","phone":3178164208,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":null,"year_formation":1994,"state_legal_domicile":"IN","total_volunteers":null,"tax_period_begin":"2015-01-01T00:00:00","tax_period_end":"2015-12-31T00:00:00","address":"55 MONUMENT CIRCLE Room 800, INDIANAPOLIS, IN, 46204, USA","city":"INDIANAPOLIS","state":"IN","country":"USA","zip_code":46204},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":5,"Number of independent voting members":4,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":269165,"Contributions":{"value":185026,"Other contributions":185026,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":84139,"Investment income total":38853,"Net investment gain":45286,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":256782,"Grant expense":{"value":220500,"Grants to domestic orgs":220500,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":36282,"Management services":0,"Legal":0,"Accounting":1036,"Lobbying services":0,"Investment management fees":30033,"Other services":0,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":5126,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":87,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":220500,"Management And General Expenses":36282,"Fundraising Expenses":0}},"Assets":{"value":1762438,"Non-interest bearing cash":0,"Savings and temp cash investments":95990,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":600082,"Investments publicly traded":1066366,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":0,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":1762438,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.8587050494193518,"percentile":0.7066708691484134},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.04600523842252893,"percentile":0.5159271678461135},"Liabilities to Assets Ratio":{"score":0.0,"percentile":0.9977938754541298},"Operating Reserve Ratio":{"score":6.863557414460515,"percentile":0.850631302848133},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":0.07567127746135068,"percentile":0.6158006719788587},"Revenue Growth":{"score":0.07822149211170691,"percentile":0.7072747435433336},"Asset Growth":{"score":0.0063776708552464555,"percentile":0.3466004939404126},"Independent Voting Board Pct":{"score":0.8,"percentile":0.1938826265975589},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6418140077874539,"percentile":0.7210385684456571}},"source_xml":"201631319349302348_public.xml"},{"Organization":{"value":null,"Person":["CONNIE ALLMAN","DOUGLAS R BROWN","LARRY GRIGGERS","GEORGE A BUSKIRK JR","KIMBERLY GRAHAM LEE","ROBERT N THOMPSON"],"Title":["TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE"],"Hours":[4.5,2.5,2.5,2.5,2.5,2.5],"Total Compensation":[30604,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0],"Other compensation":[30604,0,0,0,0,0]},"Basic":{"value":null,"mission":"Provide investment income and building to st. mary's child center, inc. for their hearing and/or speech impaired children's program.","year":2020,"name":"ST MARY'S CHARITIES TRUST FUND","phone":3178164208,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"CONNIE ALLMAN","year_formation":1994,"state_legal_domicile":"IN","total_volunteers":null,"tax_period_begin":"2020-01-01T00:00:00","tax_period_end":"2020-12-31T00:00:00","address":"55 MONUMENT CIRCLE STE 800, INDIANAPOLIS, IN, 46204, USA","city":"INDIANAPOLIS","state":"IN","country":"USA","zip_code":46204},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":5,"Number of independent voting members":4,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":202404,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":62404,"Investment income total":41702,"Net investment gain":20702,"Income from invest bond proceeds":0},"Other revenues":{"value":140000,"Other total":140000,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":235928,"Grant expense":{"value":170000,"Grants to domestic orgs":170000,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":30595,"Current officers":30595,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":35333,"Management services":0,"Legal":0,"Accounting":3220,"Lobbying services":0,"Investment management fees":0,"Other services":9,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":25200,"Insurance":6904,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":0,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":225795,"Management And General Expenses":10133,"Fundraising Expenses":0}},"Assets":{"value":2386379,"Non-interest bearing cash":10,"Savings and temp cash investments":70700,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":474078,"Investments publicly traded":1841591,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":0,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":2386379,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.9570504560713438,"percentile":0.8555980279216646},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":-0.1656291377640758,"percentile":0.17069325301288304},"Liabilities to Assets Ratio":{"score":0.0,"percentile":0.9977938754541298},"Operating Reserve Ratio":{"score":10.114861313621105,"percentile":0.8932258800519536},"Officer Compensation Ratio":{"score":0.12971754094469498,"percentile":0.4627503056095904},"Program Expense Growth":{"score":0.018800339970156944,"percentile":0.39978071998224507},"Revenue Growth":{"score":-0.03207584568515841,"percentile":0.26162009557509536},"Asset Growth":{"score":0.05025936851126314,"percentile":0.5277359961669013},"Independent Voting Board Pct":{"score":0.8,"percentile":0.1938826265975589},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5645091792250428,"percentile":0.500435266658574}},"source_xml":"202123569349300422_public.xml"},{"Organization":{"value":null,"Person":["KIMBERLY G LEE","GEORGE A BUSKIRK JR","LARRY GRIGGERS","DOUGLAS R BROWN","ROBERT N THOMPSON"],"Title":["TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE"],"Hours":[1.0,1.0,1.0,1.0,1.0],"Total Compensation":[0,0,0,0,0],"Direct compensation":[0,0,0,0,0],"Other compensation":[0,0,0,0,0]},"Basic":{"value":null,"mission":"Provide investment income and building to st. marys child center, inc. for their hearing and/or speech impared childrens programs","year":2013,"name":"ST MARY'S CHILD CENTER ENDOWMENT TRUST FUND","phone":3178164208,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":null,"year_formation":1994,"state_legal_domicile":"IN","total_volunteers":null,"tax_period_begin":"2013-01-01T00:00:00","tax_period_end":"2013-12-31T00:00:00","address":"55 MONUMENT CIRCLE Room 800, INDIANAPOLIS, IN, 46204, USA","city":"INDIANAPOLIS","state":"IN","country":"USA","zip_code":46204},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":5,"Number of independent voting members":4,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":true,"Premiums Paid":true,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":227104,"Contributions":{"value":150000,"Other contributions":150000,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":77104,"Investment income total":39789,"Net investment gain":37315,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":220736,"Grant expense":{"value":189500,"Grants to domestic orgs":189500,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":31236,"Management services":0,"Legal":0,"Accounting":2600,"Lobbying services":0,"Investment management fees":22618,"Other services":0,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":4357,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":1661,"SUB ACCOUNTING FEES":71,"TRUSTEE ANNAUL MEETING EXPENSE":590,"BUILDING MAINTENANCE":1000},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":189500,"Management And General Expenses":31236,"Fundraising Expenses":0}},"Assets":{"value":1739946,"Non-interest bearing cash":0,"Savings and temp cash investments":62132,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":650483,"Investments publicly traded":0,"Investments other":1027331,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":0,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":1739946,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.8584915917657292,"percentile":0.7063369531067484},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.02804001690855291,"percentile":0.472955129120939},"Liabilities to Assets Ratio":{"score":0.0,"percentile":0.9977938754541298},"Operating Reserve Ratio":{"score":7.882474992751522,"percentile":0.8672037983460446},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":0.8,"percentile":0.1938826265975589},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6521760890268803,"percentile":0.7469447840295433}},"source_xml":"201441299349302914_public.xml"},{"Organization":{"value":null,"Person":["GOELZER INVESTMENT MANAGEMENT","MATT COHOAT","JILL HALL","JOHN HART","JIM ZINK SR"],"Title":["TRUSTEE","TRUSTEE","CO-TRUSTEE","TRUSTEE","TRUSTEE"],"Hours":[4.5,2.5,2.5,2.5,2.5],"Total Compensation":[14217,0,0,0,0],"Direct compensation":[0,0,0,0,0],"Other compensation":[14217,0,0,0,0]},"Basic":{"value":null,"mission":"Provide investment income and school building space to worthy non profit organizations for underpriveledged early childhood education programs.","year":2023,"name":"ST MARY'S CHARITIES TRUST FUND DATED 12/30/94 C/O GOELZER INV MGMT","phone":3172642600,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"GOELZER INVESTMENT MANAGEMENT","year_formation":1994,"state_legal_domicile":"IN","total_volunteers":5,"tax_period_begin":"2023-01-01T00:00:00","tax_period_end":"2023-12-31T00:00:00","address":"111 MONUMENT CIRCLE SUITE 500, INDIANAPOLIS, IN, 46204, USA","city":"INDIANAPOLIS","state":"IN","country":"USA","zip_code":46204},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":5,"Number of independent voting members":5,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":180123,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":40123,"Investment income total":47756,"Net investment gain":-7633,"Income from invest bond proceeds":0},"Other revenues":{"value":140000,"Other total":140000,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":221691,"Grant expense":{"value":165000,"Grants to domestic orgs":165000,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":14217,"Current officers":14217,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":42474,"Management services":0,"Legal":0,"Accounting":3803,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":25200,"Insurance":11708,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":1763,"REAL ESTATE TAXES":1142,"FOREIGN TAXES PAID":621},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":204417,"Management And General Expenses":17274,"Fundraising Expenses":0}},"Assets":{"value":1866240,"Non-interest bearing cash":1,"Savings and temp cash investments":15506,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":398477,"Investments publicly traded":1452256,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":0,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":1866240,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.9220807339946141,"percentile":0.8052268534555678},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":-0.23077563664829034,"percentile":0.1371909595064197},"Liabilities to Assets Ratio":{"score":0.0,"percentile":0.9977938754541298},"Operating Reserve Ratio":{"score":8.418203715983058,"percentile":0.8744847430176957},"Officer Compensation Ratio":{"score":0.06412980229237994,"percentile":0.6905726706151312},"Program Expense Growth":{"score":0.01706106239416357,"percentile":0.39226487380901987},"Revenue Growth":{"score":-0.015728844048348158,"percentile":0.310171112960759},"Asset Growth":{"score":0.014634339273432887,"percentile":0.3812862244229956},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.614073507052282,"percentile":0.6461361059742824}},"source_xml":"202443209349318854_public.xml"},{"Organization":{"value":null,"Person":["KIMBERLY G LEE","GEORGE A BUSKIRK JR","LARRY GRIGGERS","DOUGLAS R BROWN","ROBERT N THOMPSON"],"Title":["TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE"],"Hours":[1.0,1.0,1.0,1.0,1.0],"Total Compensation":[0,0,0,0,0],"Direct compensation":[0,0,0,0,0],"Other compensation":[0,0,0,0,0]},"Basic":{"value":null,"mission":"Provide investment income and building to st. marys child center, inc. for their hearing and/or speech impared childrens programs","year":2016,"name":"ST MARY'S CHILD CENTER ENDOWMENT TRUST FUND","phone":3178164208,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":null,"year_formation":1994,"state_legal_domicile":"IN","total_volunteers":null,"tax_period_begin":"2016-01-01T00:00:00","tax_period_end":"2016-12-31T00:00:00","address":"55 MONUMENT CIRCLE Room 800, INDIANAPOLIS, IN, 46204, USA","city":"INDIANAPOLIS","state":"IN","country":"USA","zip_code":46204},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":5,"Number of independent voting members":4,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":287536,"Contributions":{"value":164000,"Other contributions":164000,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":123536,"Investment income total":32846,"Net investment gain":90690,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":212244,"Grant expense":{"value":175604,"Grants to domestic orgs":175604,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":0,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":36640,"Management services":0,"Legal":3100,"Accounting":0,"Lobbying services":0,"Investment management fees":27996,"Other services":0,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":5451,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":93,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":175604,"Management And General Expenses":36640,"Fundraising Expenses":0}},"Assets":{"value":1827544,"Non-interest bearing cash":0,"Savings and temp cash investments":66341,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":574878,"Investments publicly traded":1186325,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":0,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":1827544,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.827368500405194,"percentile":0.6609791513940693},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.2618524289132491,"percentile":0.8097487119088084},"Liabilities to Assets Ratio":{"score":0.0,"percentile":0.9977938754541298},"Operating Reserve Ratio":{"score":8.610580275531936,"percentile":0.876891245991772},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":-0.013004870244929783,"percentile":0.27910730153615976},"Revenue Growth":{"score":0.05123977366099052,"percentile":0.6114826738293395},"Asset Growth":{"score":0.013352716372162775,"percentile":0.3758567488695134},"Independent Voting Board Pct":{"score":0.8,"percentile":0.1938826265975589},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6348650777322371,"percentile":0.7031501386993756}},"source_xml":"201731569349301028_public.xml"}],"Latest":{"Organization":{"value":null,"Person":["GOELZER INVESTMENT MANAGEMENT","MATT COHOAT","JILL HALL","JOHN HART","JIM ZINK SR"],"Title":["INVESTMENT A","CO-TRUSTEE","CO-TRUSTEE","CO-TRUSTEE","CO-TRUSTEE"],"Hours":[4.5,2.5,2.5,2.5,2.5],"Total Compensation":[15248,0,0,0,0],"Direct compensation":[0,0,0,0,0],"Other compensation":[15248,0,0,0,0]},"Basic":{"value":null,"mission":"Provide investment income and school building space to worthy non profit organizations for underpriveledged early childhood education programs.","year":2024,"name":"ST MARY'S CHARITIES TRUST FUND DATED 12/30/94 C/O GOELZER INV MGMT","phone":3172642600,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"GOELZER INVESTMENT MANAGEMENT","year_formation":1994,"state_legal_domicile":"IN","total_volunteers":5,"tax_period_begin":"2024-01-01T00:00:00","tax_period_end":"2024-12-31T00:00:00","address":"10 E MAIN STREET SUITE 110, CARMEL, IN, 46032, USA","city":"CARMEL","state":"IN","country":"USA","zip_code":46032},"Governance":{"value":null,"501c3 determination":true,"501c determination":false,"Number of voting members":5,"Number of independent voting members":5,"Number of employees total":0,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":0,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":270090,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":130090,"Investment income total":53531,"Net investment gain":76559,"Income from invest bond proceeds":0},"Other revenues":{"value":140000,"Other total":140000,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":194913,"Grant expense":{"value":148516,"Grants to domestic orgs":148516,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":15248,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":15248,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":0},"Other expenses":{"value":31149,"Management services":0,"Legal":0,"Accounting":2592,"Lobbying services":0,"Investment management fees":0,"Other services":0,"Advertising":0,"Office expenses":0,"Information technology":0,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":25200,"Insurance":1772,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":1585,"REAL ESTATE TAXES":1153,"FOREIGN TAXES PAID":432},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":190549,"Management And General Expenses":4364,"Fundraising Expenses":0}},"Assets":{"value":1950395,"Non-interest bearing cash":2,"Savings and temp cash investments":190999,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":373277,"Investments publicly traded":1386117,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":0,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":1950395,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.9776105236695346,"percentile":0.8859561921487437},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.27834055314895034,"percentile":0.8213543213240565},"Liabilities to Assets Ratio":{"score":0.0,"percentile":0.9977938754541298},"Operating Reserve Ratio":{"score":10.006490075059128,"percentile":0.8921830890420247},"Officer Compensation Ratio":{"score":0.07822977430956375,"percentile":0.6313818437378971},"Program Expense Growth":{"score":0.009333440936583526,"percentile":0.36005624673843467},"Revenue Growth":{"score":-0.00979781932909572,"percentile":0.3307786355029927},"Asset Growth":{"score":0.011945820725926232,"percentile":0.3698500095462998},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.7458381106698149,"percentile":0.9125025023083232}},"source_xml":"202523159349303237_public.xml"},"sector":"Education","donation_categories":[],"zakat_policy":null},"error":null}