Private foundation
SOUTH BEND, INEIN
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
Application policy: Accepts applications, as stated on the FY2025 return.
Application guidance comes from the funder's own Form 990-PF, Part XV (the section where a private foundation says how to apply), shown as filed. It is the funder's words, not ours. These fields are free text and the IRS form cuts them short. Filers sometimes put whole sentences in the contact-name box. Shown exactly as filed.
Giving by year
Total assets by year
| Year | Form | Revenue | Expenses | Giving | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2025 | 990-PF | $340,635 | $344,306 | $337,628 | $6,485,997 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 47% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| SOUTH BEND SYMPHONY ORCHESTRA ASSOCSOUTH BEND, IN | 2023/2024 EVENTS | $104,500 | 2025 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Cari Shein | TRUSTEE | 10.00 | $0 |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| $6,485,997 |
| FY2024 | 990-PF | $163,452 | $341,972 | $332,500 | $6,460,544 | $6,460,544 |
| FY2023 | 990-PF | −$1,958 | $380,783 | $346,500 | $6,547,052 | $6,547,052 |
| FY2022 | 990-PF | $6,968,950 | $74,052 | $55,800 | $6,699,966 | $6,692,916 |
| COMMUNITY SERIES |
| $90,000 |
| 2023 |
| SOUTH BEND SYMPHONY ORCHESTRA ASSOCSOUTH BEND, IN | 2023/2024 EVENTS | $85,000 | 2024 |
| SOUTH BEND MUSEUM OF ART INCSOUTH BEND, IN | GENERAL SUPPORT | $76,000 | 2025 |
| SOUTH BEND MUSEUM OF ART INCSOUTH BEND, IN | GENERAL SUPPORT | $75,000 | 2023 |
| SOUTH BEND CIVIC THEATRE INCSOUTH BEND, IN | EDUCATION | $67,000 | 2025 |
| RUSALIA RESOURCE FOUNDATION INCSOUTH BEND, IN | EDUCATION GENERAL FUND | $65,000 | 2023 |
| SOUTH BEND CIVIC THEATRE INCSOUTH BEND, IN | EDUCATION | $50,000 | 2024 |
| RUSALIA RESOURCE FOUNDATION INCSOUTH BEND, IN | EDUCATION | $40,000 | 2024 |
| RIVER BEND CANCER SERVICESSOUTH BEND, IN | GENERAL SUPPORT | $35,000 | 2024 |
| SOUTH BEND CIVIC THEATRE INCSOUTH BEND, IN | CHILDREN'S PROGRAMMING | $30,000 | 2023 |
| THE FISCHOFF NATIONAL CHAMBER MUSICNOTRE DAME, IN | PERFORMING ARTS | $30,000 | 2022 |
| SOUTH BEND MUSEUM OF ART INCSOUTH BEND, IN | GENERAL SUPPORT | $30,000 | 2024 |
| SOUTH BEND MUSEUM OF ART INCSOUTH BEND, IN | SCHOLASTIC PROGRAMS | $30,000 | 2024 |
| SOUTHHOLD DANCE THEATERSOUTH BEND, IN | GENERAL FUNDING | $27,028 | 2025 |
| FISCHOFF NATIONAL CHAMBER MUSIC ASNNOTRE DAME, IN | GENERAL FUNDING | $26,500 | 2024 |
| SOUTH BEND SYMPHONY ORCHESTRA ASSOCSOUTH BEND, IN | 2023/2024 EVENTS | $25,000 | 2023 |
| RIVER BEND CANCER SERVICESSOUTH BEND, IN | GENERAL SUPPORT | $25,000 | 2025 |
| SOUTH BEND SYMPHONY ORCHESTRA ASSOCSOUTH BEND, IN | JUNE 30TH CONCERT | $20,000 | 2023 |
| STANLEY CLARK SCHOOLSOUTH BEND, IN | AFTER SCHOOL GRANT | $19,000 | 2023 |
| SOUTHHOLD DANCE THEATERSOUTH BEND, IN | GENERAL FUNDING | $16,000 | 2024 |
| SOUTH BEND CIVIC THEATRE INCSOUTH BEND, IN | PERFORMING ARTS | $15,000 | 2022 |
| RUSALIA RESOURCE FOUNDATION INCSOUTH BEND, IN | EDUCATION | $15,000 | 2025 |
| SOUTH BEND ALUMNI ASSOCATIONSOUTH BEND, IN | GENERAL FUNDING | $12,500 | 2025 |
| KINDNESS TO PREVENT BLINDNESSELKHART, IN | GENERAL FUNDING | $8,000 | 2024 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Form 990-PF · FY2024 · period ending Jun 30, 2024IRS bulk XML
Filing id 202413069349100116
Form 990-PF · FY2023 · period ending Jun 30, 2023
Filing id 202322999349100417
Form 990-PF · FY2022 · period ending Jun 30, 2022
Filing id 202330249349100703
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.