2025-04-16T11:06:03-04:00 2024-06-30 232749044 BEE BERGVALL & CO PO BOX 754 WARRINGTON PA 189760754 990 2023-07-01 461354216 INDIAN CREEK CARING FOUNDATION INDI 2672031500 420 COWPATH RD SOUDERTON PA 18964 DEAN STOESZ CEO 2672031500 2025-04-14 true false CYNTHIA BERGVALL CPA P00133440 2153432727 2025-04-16 2023 2025-03-06 01:10:19Z DEAN STOESZ 420 COWPATH ROAD SOUDERTON PA 18964 379288 false X X 2012 PA THE FOUNDATION IS A NON-PROFIT CORPORATION FORMED IN 2012 ORGANIZED TO ASSIST INDIVIDUALS WITH INTELLECTUAL DISABILITIES OR AUTISM-SPECTRUM DISORDERS BY SOLICITING FINANCIAL RESOURCES, MAKING GRANTS AND GIFTS IN AID, AND SUPPORTING AND ASSISTING IN THE CARE, EDUCATION, TRAINING AND HABILITATION OF INDIVIDUALS WITH AN INTELLECTUAL DISABILITY OR AN AUTISM- SPECTRUM DISORDER. 6 6 0 70 0 228984 129184 0 158480 206958 -24776 -27511 362688 308631 6625 250000 0 0 0 4133 106206 152299 112831 402299 249857 -93668 4450679 4779353 62101 346070 4388578 4433283 X THE FOUNDATION IS A NON-PROFIT CORPORATION FORMED IN 2012 ORGANIZED TO ASSIST INDIVIDUALS WITH INTELLECTUAL DISABILITIES OR AUTISM-SPECTRUM DISORDERS BY SOLICITING FINANCIAL RESOURCES, MAKING GRANTS AND GIFTS IN AID, AND SUPPORTING AND ASSISTING IN THE CARE, EDUCATION, TRAINING AND HABILITATION OF INDIVIDUALS WITH AN INTELLECTUAL DISABILITY OR AN AUTISM- SPECTRUM DISORDER. false false 331222 250000 TO ASSIST INDIVIDUALS WITH INTELLECTUAL DISABILITIES OR AUTISM-SPECTRUM DISORDERS BY SOLICITING FINANCIAL RESOURCES, MAKING GRANTS AND GIFTS IN AID, AND SUPPORTING AND ASSISTING IN THE CARE, EDUCATION, TRAINING AND HABILITATION OF INDIVIDUALS WITH AN INTELLECTUAL DISABILITY OR AN AUTISM- SPECTRUM DISORDER. 331222 true true false false false false false false false true false false false false false false true false false false false false false false true false false true false true false false false false false false false false false false false false false true false false false true 1 0 0 false false false false false false false false false false false false false false X 6 6 false false false false false false false true true false false true true true true true true false false false PA X DEAN STOESZ 2672031500 420 COWPATH ROAD SOUDERTON PA 18964 BRUCE W THOMAS CHAIR 0.50 X X 0 0 0 WILLIAM B EISEN BOARD MEMBER 0.50 X 0 0 0 ASHLEY MILLER BOARD MEMBER 0.50 1.50 X 0 0 0 TINA RHOADS BOARD MEMBER 0.50 X 0 0 0 KENT CONWAY BOARD MEMBER 0.50 X 0 0 0 LUKE BERGEY BOARD MEMBER 0.50 X 0 0 0 DEAN STOESZ CEO 0.50 39.50 X 0 203110 8830 JESSICA JACKSON FORMER DIR O 0.50 39.50 X 0 109457 10839 KAREN SEARLE DIRECTOR OF 0.50 39.50 X 0 0 0 312567 19669 false true false 83409 45775 5387 129184 200519 200519 25745 19306 6439 6439 6439 23840 83409 51351 -27511 -27511 308631 179447 250000 250000 124729 81222 43507 11100 11100 12337 12337 FUNDRAISING EXPENSES 4133 4133 402299 331222 66944 4133 532755 1313039 650000 1376519 1374000 1891405 2092314 4450679 4779353 62101 346070 62101 346070 X 3718578 4413283 670000 20000 4388578 4433283 4450679 4779353 -93668 138373 X false true X true false X X X 1 INDIAN CREEK FOUNDATION 233330096 10 true 250000 0 1 250000 0 true false false false false false false false false false false false false false false false PART IV, SECTION C, LINE 1 A MEMBER OF THE BOARD IS ALSO A BOARD MEMBER OF THE SUPPORTED ORGANIZATION'S BOARD OF DIRECTORS. ALTHOUGH THE BOARD MEMBERS DO NOT COMPRISE A MAJORITY OF THAT BOARD, HISTORICALLY THE TWO BOARDS HAVE MET CONCURRENTLY AND FOR ALL INTENTS AND PURPOSES THE ORGANIZATIONS ARE GOVERNED AS ONE. THE CEO OF THE SUPPORTING ORGANIZATION IS ALSO THE CEO OF THE SUPPORTED ORGANIZATION AND MANAGES BOTH ORGANIZATIONS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1984931 168644 -58304 -3375 2091896 1910771 134660 -57277 -3223 1984931 1994716 -23581 -56864 -3500 1910771 1882175 171523 -55045 -3937 1994716 1869509 70675 -54059 -3950 1882175 0.99040 0.00960 false false 486018 138373 138373 347645 12337 -51351 -39014 308631 441313 51351 51351 389962 12337 12337 402299 SCHEDULE D, PAGE 2, PART V, LINE 4 THE BOARD OF DIRECTORS HAS ESTABLISHED AN ENDOWMENT FUND FOR THE SUPPORT OF THE ORGANIZATION'S CHARITABLE MISSION OVER THE LONG TERM. AS A RESULT, THE PRIMARY OBJECTIVES ARE TO (1) PRESERVE AND INCREASE THE REAL VALUE OF CARING FOUNDATION ASSETS, AND (2) PROVIDE A STABLE SOURCE OF PERPETUAL FINANCIAL SUPPORT FOR CARING FOUNDATION PROGRAMS IN ACCORDANCE WITH CARING FOUNDATION SPENDING POLICY. TO ACHIEVE THESE OBJECTIVES, THE CARING FOUNDATION HAS ADOPTED AN INVESTMENT POLICY THAT ATTEMPTS TO PRESERVE THE REAL PURCHASING POWER OF THE PRINCIPAL AND PROVIDE A STABLE SOURCE OF PERPETUAL FINANCIAL SUPPORT. ENDOWMENT ASSETS ARE INVESTED IN A BROADLY DIVERSIFIED PORTFOLIO, INCLUDING EQUITY AND DEBT SECURITIES, WHICH ARE INTENDED TO ACHIEVE THE RETURN OBJECTIVES OF INFLATION PLUS 3%. ACTUAL RETURNS IN ANY GIVEN YEAR MAY VARY FROM THIS AMOUNT. INVESTMENT RISK SHOULD BE WITHIN PRUDENT LIMITS BUT ADEQUATE TO ALLOW FOR THE ATTAINMENT OF THE RATE OF RETURN OBJECTIVE. THE CARING FOUNDATION CONSIDERS THE FOLLOWING FACTORS IN MAKING A DETERMINATION TO APPROPRIATE OR ACCUMULATE DONOR-RESTRICTED ENDOWMENT FUNDS: (1) THE DURATION AND PRESERVATION OF THE VARIOUS FUNDS, (2) THE PURPOSES OF THE DONOR-RESTRICTED ENDOWMENT FUNDS, (3) GENERAL ECONOMIC CONDITIONS, (4) THE POSSIBLE EFFECT OF INFLATION AND DEFLATION, (5) THE EXPECTED TOTAL RETURN FROM INCOME AND THE APPRECIATION OF INVESTMENTS, (6) OTHER RESOURCES OF THE ORGANIZATION, AND (7) THE ORGANIZATION'S INVESTMENT POLICIES. THE CARING FOUNDATION HAS A DISCRETIONARY SPENDING POLICY OF APPROPRIATING FOR DISTRIBUTION OR EXPENDITURE EACH YEAR 3% OF THE ARITHMETIC MEAN (AVERAGE) OF THE MARKET VALUE OF THE FUND FOR THE PREVIOUS THREE FISCAL YEARS. HOWEVER, NO WITHDRAWALS SHALL BE MADE PRIOR TO THE FUND REACHING 1,000,000. IN ESTABLISHING THIS POLICY, THE CARING FOUNDATION CONSIDERED THE LONG-TERM EXPECTED INVESTMENT RETURN ON ITS ENDOWMENT. ACCORDINGLY, OVER THE LONG TERM, THE CARING FOUNDATION EXPECTS THE CURRENT SPENDING POLICY TO ALLOW ITS ENDOWMENT FUND TO GROW AT AN AVERAGE OF INFLATION PLUS 3%. THIS IS CONSISTENT WITH THE CARING FOUNDATION'S OBJECTIVES OF PROVIDING CURRENT PROGRAMS WITH A PREDICTABLE, STABLE STREAM OF REVENUES, ENSURING THAT THE PURCHASING POWER OF THIS REVENUE STREAM DOES NOT DECLINE OVER TIME, AND ENSURING THAT THE PURCHASING POWER OR REAL VALUE OF THE ENDOWMENT DOES NOT DECLINE OVER TIME. FUNDS WITHDRAWN FOR INDIAN CREEK PROGRAM EXPENSES TOTALED 58,304 IN 2024. THE BOARD OF DIRECTORS HAS INTERPRETED THE COMMONWEALTH OF PENNSYLVANIA LAW AS REQUIRING THE PRESERVATION OF THE FAIR VALUE OF THE ORIGINAL GIFT AS OF THE GIFT DATE OF THE DONOR-RESTRICTED ENDOWMENT FUNDS ABSENT EXPLICIT DONOR STIPULATIONS TO THE CONTRARY. AS A RESULT OF THIS INTERPRETATION, THE CARING FOUNDATION CLASSIFIES AS NET ASSETS WITH DONOR RESTRICTIONS (A) THE ORIGINAL VALUE OF GIFTS DONATED TO THE PERMANENT ENDOWMENT, (B) THE ORIGINAL VALUE OF SUBSEQUENT GIFTS TO THE PERMANENT ENDOWMENT, AND (C) ACCUMULATIONS TO THE PERMANENT ENDOWMENT MADE IN ACCORDANCE WITH THE DIRECTION OF THE APPLICABLE DONOR GIFT INSTRUMENT AT THE TIME THE ACCUMULATION IS ADDED TO THE FUND. ABSENT SPECIFIC DONOR RESTRICTIONS BEYOND THE PRESERVATION OF PRINCIPAL, THE DONOR RESTRICTED ENDOWMENT FUNDS ARE GOVERNED BY THE SAME GUIDELINES AS THE BOARD DESIGNATED PORTION OF THE FUND. AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE BOARD OF DIRECTORS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. NET ASSETS DESIGNATED BY THE BOARD FOR ENDOWMENT, INCLUDING ANY UNRESTRICTED ACCUMULATED EARNINGS ARISING FROM DONOR RESTRICTED CONTRIBUTIONS, ARE CLASSIFIED AND REPORTED AS NET ASSETS WITHOUT DONOR RESTRICTIONS. SCHEDULE D, PAGE 4, PART XI, LINE 4B SPECIAL EVENT EXPENSES -51,351 SCHEDULE D, PAGE 4, PART XII, LINE 2D SPECIAL EVENT EXPENSES 51,351 ROLL AND STROLL 56452 52612 3840 1325 3908 1784 1054 9367 SPORTING CLAYS 48297 28297 20000 2326 20202 3863 7522 104749 80909 23840 3651 24110 5647 1054 16889 51351 -27511 false INDIAN CREEK FOUNDATION 420 COWPATH ROAD SOUDERTON PA 18964 233330096 501C3 250000 OPERATING SUPPORT 1 SCHEDULE I, PAGE 1, PART I, LINE 2 CREEK CARING FOUNDATION IS RELATED TO, AND WORKS CLOSELY WITH, INDIAN CREEK FOUNDATION AND AS SUCH REQUIRE NO FORMAL MONITORING PROCESS. false false false false false false false false false DEAN STOESZ CEO 192585 10525 8830 211940 FORM 990 - ORGANIZATION'S MISSION THE FOUNDATION IS A NON-PROFIT CORPORATION FORMED IN 2012 ORGANIZED TO ASSIST INDIVIDUALS WITH INTELLECTUAL DISABILITIES OR AUTISM-SPECTRUM DISORDERS BY SOLICITING FINANCIAL RESOURCES, MAKING GRANTS AND GIFTS IN AID, AND SUPPORTING AND ASSISTING IN THE CARE, EDUCATION, TRAINING AND HABILITATION OF INDIVIDUALS WITH AN INTELLECTUAL DISABILITY OR AN AUTISM- SPECTRUM DISORDER. FORM 990, PAGE 6, PART VI, LINE 11B THE BOARD OF DIRECTORS REVIEW THE FORM 990 BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PAGE 6, PART VI, LINE 12C THE BOARD PERFORMS AN ANNUAL REVIEW OF THE CONFLICT OF INTEREST POLICY. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION'S DOCUMENTS ARE AVAILABLE UPON REQUEST. INDIAN CREEK FOUNDATION 420 COWPATH ROAD SOUDERTON PA 18964 233330096 ASSIST IND PA 501C3 7 N/A false false true false true false false false false false false false false true false false false false false false