Allen Whitehill Clowes Charitable Foundation Inc

Indianapolis, IN
Tax-exempt since Dec. 1990
EIN: 35-1812631

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$36.2M (2023)

Expenses

$18.3M (2023)

Total Assets

$153M (2023)

Total Liabilities

$2.76k (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

$36,222,544

Expenses

$18,331,711

Net Income

$17,890,833

Net Assets

$152,879,473

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$604,310	1.7%
Dividends	$5,185,445	14.3%
Sales of Assets	$30,432,789	84.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,920,390	97.8%
Compensation of Officers*	$453,561	2.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$152,882,236
Total Liabilities	$2,763
Net Assets	$152,879,473

Compensation

Key Employees and Officers	Compensation	Other
James B Lemler (President)	$151,321	$15,132
Elizabeth Kaznak Hall (Vp/Director Of Programs)	$107,241	$10,724
Heidi Nikou (Admin Assistance)	$72,512	$7,251
Danny R Dean (Chair)	$45,000	$0
Beth Slaninka (Vice Chair)	$35,000	$0
Joanna Taft (Secretary/Treasurer)	$30,000	$0
Jennett M Hill (Director)	$25,000	$0
Paul Lowell Haines (Director)	$25,000	$0
Wallace R Yakey Jr (Director)	$25,000	$0
William H Marshall (Director Emeritus/Past Pres)	$10,000	$0
Ben W Blanton (Director)	$0	$0

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990-PF

Filed on May 14, 2024

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2022

Revenue

$16,905,954

Expenses

$13,012,818

Net Income

$3,893,136

Net Assets

$134,988,640

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$488,435	2.9%
Dividends	$4,156,768	24.6%
Sales of Assets	$12,010,517	71.0%
Other Income	$250,234	1.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,793,435	98.3%
Compensation of Officers*	$411,076	3.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$134,995,277
Total Liabilities	$6,637
Net Assets	$134,988,640

Compensation

Key Employees and Officers	Compensation	Other
James B Lemler (President)	$133,480	$13,348
Elizabeth Kaznak Hall (Vp/Director Of Programs)	$102,610	$10,261
Heidi Nikou (Admin Assistance)	$69,535	$6,954
Danny R Dean (Chair)	$46,320	$0
Beth Slaninka (Vice Chair)	$32,917	$0
Joanna Taft (Secretary/Treasurer)	$27,500	$0
Jennett M Hill (Director)	$20,583	$0
Paul Lowell Haines (Director)	$20,583	$0
Wallace R Yakey Jr (Director)	$20,583	$0
William H Marshall (Director Emeritus/Past Pres)	$6,500	$0
Ben W Blanton (Director)	$0	$0

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990-PF

Filed on April 12, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$14,826,548

Expenses

$10,146,430

Net Income

$4,680,118

Net Assets

$131,095,504

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$291,076	2.0%
Dividends	$3,926,909	26.5%
Sales of Assets	$10,608,563	71.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$9,779,064	96.4%
Compensation of Officers*	$352,719	3.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$131,096,206
Total Liabilities	$702
Net Assets	$131,095,504

Compensation

Key Employees and Officers	Compensation	Other
James B Lemler (President)	$127,600	$22,968
Elizabeth Kaznak Hall (Vp/Director Of Programs)	$98,119	$17,676
Heidi L Nikou (Admin Assistance)	$66,648	$12,006
Danny R Dean (Chair)	$40,000	$0
Beth Slaninka (Vice Chair)	$25,000	$0
Joanna Taft (Secretary/Treasurer)	$20,000	$0
Jennett M Hill (Director)	$12,000	$0
Paul Lowell Haines (Director)	$12,000	$0
Wallace R Yakey Jr (Director)	$12,000	$0
William H Marshall (Director Emeritus/Past Pres)	$6,000	$0
Ben W Blanton (Director)	$0	$0

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990-PF

Filed on May 13, 2022

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2020

Revenue

$10,983,880

Expenses

$8,164,228

Net Income

$2,819,652

Net Assets

$126,415,386

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$285,825	2.6%
Dividends	$3,477,253	31.7%
Sales of Assets	$7,218,009	65.7%
Other Income	$2,793	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,978,686	97.7%
Compensation of Officers*	$324,546	4.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$126,416,088
Total Liabilities	$702
Net Assets	$126,415,386

Compensation

Key Employees and Officers	Compensation	Other
James B Lemler (President)	$112,064	$0
Elizabeth Kaznak Hall (Vp/Director Of Programs)	$85,482	$0
Heidi L Nikou (Admin Assistance)	$54,946	$0
Danny R Dean (Chair)	$40,000	$0
Beth Slaninka (Vice Chair)	$25,000	$0
Joanna Taft (Secretary/Treasurer)	$20,000	$0
Jennett M Hill (Director)	$12,000	$0
Paul Lowell Haines (Director)	$12,000	$0
Wallace R Yakey Jr (Director)	$12,000	$0
William H Marshall (Director Emeritus/Past Pres)	$6,000	$0
Ben W Blanton (Director)	$0	$0

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990-PF

Filed on May 14, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2019

Revenue

$8,050,300

Expenses

$8,806,210

Net Income

-$755,910

Net Assets

$123,595,734

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$223,524	2.8%
Dividends	$3,639,624	45.2%
Sales of Assets	$4,186,102	52.0%
Other Income	$1,050	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,580,131	97.4%
Compensation of Officers*	$382,701	4.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$123,597,840
Total Liabilities	$2,106
Net Assets	$123,595,734

Compensation

Key Employees and Officers	Compensation	Other
James B Lemler (President)	$110,381	$0
Elizabeth Kaznak Hall (Vp/Director Of Programs)	$79,380	$0
William H Marshall (Director Emeritus/Past Pres)	$78,940	$0
Heidi L Nikou (Admin Assistance)	$50,794	$0
Danny R Dean (Chair)	$40,000	$0
Beth Slaninka (Vice Chair)	$25,000	$0
Joanna Taft (Secretary/Treasurer)	$20,000	$0
Jennett M Hill (Director)	$12,000	$0
Paul Lowell Haines (Director)	$12,000	$0
Wallace R Yakey Jr (Director)	$5,000	$0
Ben W Blanton (Director)	$0	$0

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990-PF

Filed on July 9, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2018

Revenue

$5,020,692

Expenses

$7,176,168

Net Income

-$2,155,476

Net Assets

$124,351,644

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$199,732	4.0%
Dividends	$3,256,875	64.9%
Sales of Assets	$1,564,085	31.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,990,033	97.4%
Compensation of Officers*	$336,967	4.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$124,351,644
Total Liabilities	$0
Net Assets	$124,351,644

Compensation

Key Employees and Officers	Compensation	Other
William H Marshall (President)	$124,800	$0
James B Lemler (Vice President)	$94,500	$0
Danny R Dean (Chair)	$40,000	$0
Beth Slaninka (Vice Chair)	$25,000	$0
Joanna Taft (Secretary/Treasurer)	$16,667	$0
Anna Seim White (Director)	$12,000	$0
Jennett M Hill (Director)	$12,000	$0
Paul Lowell Haines (Director)	$12,000	$0
Ben W Blanton (Director)	$0	$0

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990-PF

Filed on May 8, 2019

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2017

Revenue

$4,036,563

Expenses

$6,942,484

Net Income

-$2,905,921

Net Assets

$126,507,120

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$144,440	3.6%
Dividends	$3,167,684	78.5%
Sales of Assets	$721,975	17.9%
Other Income	$2,464	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,791,025	97.8%
Compensation of Officers*	$286,851	4.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$126,515,274
Total Liabilities	$8,154
Net Assets	$126,507,120

Compensation

Key Employees and Officers	Compensation	Other
William H Marshall (President)	$120,000	$0
James B Lemler (Vice President)	$49,167	$0
Danny R Dean (Director)	$40,000	$0
Beth Slaninka (Director)	$22,917	$0
Anna Seim White (Director)	$17,417	$0
Paul Lowell Haines (Director)	$13,350	$0
Joanna Taft (Director)	$12,000	$0
Jennett M Hill (Director)	$12,000	$0
Ben W Blanton (Director)	$0	$0

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990-PF

Filed on May 15, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$2,676,214

Expenses

$6,612,226

Net Income

-$3,936,012

Net Assets

$129,413,041

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$40,536	1.5%
Dividends	$3,225,020	> 100%
Sales of Assets	-$591,580
Other Income	$2,238	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,460,304	97.7%
Compensation of Officers*	$214,179	3.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$129,413,041
Total Liabilities	$0
Net Assets	$129,413,041

Compensation

Key Employees and Officers	Compensation	Other
William H Marshall (President)	$110,479	$0
Danny R Dean (Director)	$30,000	$0
Anna Seim White (Director)	$22,500	$0
Beth Slaninka (Director)	$17,500	$0
James B Lemler (Director)	$17,500	$0
Joanna Taft (Director)	$8,100	$0
Jennett M Hill (Director)	$8,100	$0
Betty Roberts (Director)	$0	$0
Ben W Blanton (Director)	$0	$0
Thomas M Lofton (Director)	$0	$0

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990-PF

Filed on May 8, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$3,491,763

Expenses

$5,947,513

Net Income

-$2,455,750

Net Assets

$133,349,053

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8,981	0.3%
Dividends	$3,260,885	93.4%
Sales of Assets	$221,805	6.4%
Other Income	$92	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,820,007	97.9%
Compensation of Officers*	$211,000	3.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$133,349,053
Total Liabilities	$0
Net Assets	$133,349,053

Compensation

Key Employees and Officers	Compensation	Other
William H Marshall (President)	$110,000	$0
Danny R Dean (Director)	$30,000	$0
Anna Seim White (Director)	$22,500	$0
Beth Slaninka (Director)	$17,500	$0
James B Lemler (Director)	$16,825	$0
Joanna Taft (Director)	$6,075	$0
Jennett M Hill (Director)	$4,725	$0
Betty Roberts (Director)	$3,375	$0
Ben W Blanton (Director)	$0	$0
Thomas M Lofton (Director)	$0	$0

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990-PF

Filed on May 4, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$2,177,097

Expenses

$4,984,765

Net Income

-$2,807,668

Net Assets

$135,804,803

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$122	0.0%
Dividends	$3,501,329	> 100%
Sales of Assets	-$1,324,354
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,825,253	96.8%
Compensation of Officers*	$178,725	3.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$135,808,341
Total Liabilities	$3,538
Net Assets	$135,804,803

Compensation

Key Employees and Officers	Compensation	Other
William H Marshall (President)	$110,000	$0
Danny R Dean (Director)	$19,050	$0
Anna Seim White (Director)	$15,300	$0
James B Lemler (Director)	$13,475	$0
Beth Slaninka (Director)	$12,800	$0
Betty Roberts (Director)	$8,100	$0
Ben W Blanton (Director)	$0	$0
Thomas M Lofton (Director)	$0	$0

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990-PF

Filed on Aug. 12, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

-$2,028,489

Expenses

$4,535,337

Net Income

-$6,563,826

Net Assets

$138,612,471

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$62
Dividends	$3,569,143
Sales of Assets	-$5,597,694
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,372,499	96.4%
Compensation of Officers*	$150,500	3.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$138,612,471
Total Liabilities	$0
Net Assets	$138,612,471

Compensation

Key Employees and Officers	Compensation	Other
William H Marshall (President)	$110,000	$0
Betty Roberts (Director)	$8,100	$0
Beth Slaninka (Director)	$8,100	$0
Anna Seim White (Director)	$8,100	$0
James B Lemler (Director)	$8,100	$0
Danny R Dean (Director)	$8,100	$0
Ben W Blanton (Director)	$0	$0
Thomas M Lofton (Director)	$0	$0

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990-PF

Filed on Aug. 15, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$2,160,967

Expenses

$3,667,279

Net Income

-$1,506,312

Net Assets

$145,176,297

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$24	0.0%
Dividends	$3,753,857	> 100%
Sales of Assets	$0
Other Income	$10	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,546,801	96.7%
Compensation of Officers*	$150,500	4.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$145,179,639
Total Liabilities	$3,342
Net Assets	$145,176,297

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$3,723,026

Expenses

$3,386,225

Net Income

$336,801

Net Assets

$146,682,609

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.0%
Dividends	$3,720,859	99.9%
Sales of Assets	$2,163	0.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,324,591	98.2%
Compensation of Officers*	$139,489	4.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$146,685,743
Total Liabilities	$3,134
Net Assets	$146,682,609

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

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Allen Whitehill Clowes Charitable Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $36.2M (2023)

Expenses $18.3M (2023)

Total Assets $153M (2023)

Total Liabilities $2.76k (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Revenue

$36.2M (2023)

Expenses

$18.3M (2023)

Total Assets

$153M (2023)

Total Liabilities

$2.76k (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001