2024-05-15T16:12:59-05:00 2023-06-30 390859910 BAKER TILLY US LLP 2055 E WARNER RD STE 101 TEMPE AZ 85284 990 2022-07-01 821225311 TURNING POINT ENDOWMENT INC TURN 8448721776 135 N PENNSYLVANIA 1610 INDIANAPOLIS IN 46204 JIM HOLDEN SECRETARY/TREASURER 8448721776 2024-05-14 1 JIM HOLDEN 999009999 0 COLETTE KAMPS CPA P00367616 4808394900 2024-05-14 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z X CHARLES KIRK 1980990 0 X N/A X 2017 IN TURNING POINT ENDOWMENT IS A SUPPORTING ORGANIZATION TO TURNING POINT USA. THE ORGANIZATION'S MISSION IS TO SUPPORT AND BENEFIT TURNING POINT USA'S CHARITABLE PURPOSES AND LONG-TERM VITALITY. 3 2 0 2 0 0 11043050 30600 0 0 1556832 1903215 24650 47175 12624532 1980990 0 0 0 0 0 0 0 0 0 398791 498704 398791 498704 12225741 1482286 55992781 61010081 61974 35025 55930807 60975056 TURNING POINT ENDOWMENT IS A SUPPORTING ORGANIZATION TO TURNING POINT USA. THE ORGANIZATION'S MISSION IS TO SUPPORT AND BENEFIT TURNING POINT USA'S CHARITABLE PURPOSES AND LONG-TERM VITALITY. 0 0 330763 TURNING POINT ENDOWMENT IS A SUPPORTING ORGANIZATION TO TURNING POINT USA ("TPUSA"), WHICH IS A 501(C)(3) ENTITY WITH A MISSION TO EDUCATE STUDENTS ABOUT THE IMPORTANCE OF FISCAL RESPONSIBILITY, FREE MARKETS, AND CAPITALISM. THE ORGANIZATION SUPPORTS TPUSA THROUGH CONTRIBUTIONS AND BY MAINTAINING INVESTMENTS TO SUPPORT TPUSA'S LONG-TERM VITALITY. 330763 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 6 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 2 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X THE ORGANIZATION 8448721776 135 N PENNSYLVANIA 1610 INDIANAPOLIS IN 46204 PETER THERON DIRECTOR 1.00 X 0 0 0 JIM HOLDEN SECRETARY/TREASURER 1.00 X X 0 0 0 CHARLES KIRK PRESIDENT 1.00 74.00 X X 0 389191 3675 0 389191 3675 0 0 1 0 0 30600 30600 1903215 1903215 47175 0 47175 47175 47175 1980990 0 0 1950390 3520 3520 2500 2500 138583 138583 1538 1538 197881 197881 132882 132882 21800 21800 498704 330763 167941 0 32654 58141 13600 0 5819511 397538 5323773 5421973 37646415 36731789 12888957 18798178 87382 0 55992781 61010081 57724 26707 4250 8318 61974 35025 X 55930807 60975056 55930807 60975056 55992781 61010081 1482286 3561963 0 X 0 1 X 1 0 X X 1 TURNING POINT USA 800835023 7 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 50607034 77775 5465178 458322 138582 55553083 42680664 11067700 -2871389 124677 145264 50607034 20127640 18934324 5959278 2241162 99416 42680664 7179149 15000000 -345448 1679332 26739 20127630 1782707 6943866 115696 1663120 7179149 1.00000 0 0 563251 563251 5256260 397538 4858722 5421973 FIXED INCOME SECURITIES 6968573 F COMMON STOCK 1000025 F LIMITED PARTNERSHIPS 10829580 F 18798178 RENT DEPOSITS 4250 DUE TO AFFILIATE 4068 8318 X PART V, LINE 4: THE ENDOWMENT FUND IS HELD BY THE FILING ORGANIZATION IN SUPPORT OF TURNING POINT USA. AMOUNTS ARE APPROPRIATED FROM THIS BOARD-DESIGNATED ENDOWMENT TO SUPPORT THE PROGRAM ACTIVITIES OF TURNING POINT USA. PART X, LINE 2: TURNING POINT ENDOWMENT RECOGNIZES TAX POSITIONS IN THE FINANCIAL STATEMENT WHEN IT IS MORE LIKELY-THAN-NOT THAT THE POSITIONS WILL NOT BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. AS OF JUNE 30, 2023, TURNING POINT ENDOWMENT HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 0 0 0 0 0 0 0 0 0 CHARLES KIRK PRESIDENT 0 389191 0 0 0 0 0 0 0 3675 0 392866 0 0 PART I, LINE 3 THE ORGANIZATION DOES NOT HAVE ANY EMPLOYEES. THE PRESIDENT LISTED IN FORM 990, PART VII IS PAID BY THE SUPPORTED ORGANIZATION, TURNING POINT USA, AND ANOTHER AFFILIATE ORGANIZATION. COMPENSATION FOR THIS INDIVIDUAL IS DETERMINED BY TURNING POINT USA WHICH IS DONE THROUGH THE USE OF A COMPENSATION COMMITTEE, COMPARISONS TO FORMS 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEYS, AND IS SUBJECT TO BOARD APPROVAL. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE REVIEWS THE 990 FORMS. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, BOARD MEMBERS AND KEY STAFF, ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST FORM. THE INTENT OF COMPLETING THIS FORM IS TO DISCLOSE ANY INTERESTS THAT COULD POSE A POTENTIAL CONFLICT. ANY POTENTIAL CONFLICTS THAT ARE IDENTIFIED ARE REVIEWED BY THE BOARD'S GOVERNANCE COMMITTEE - WITH RELEVANT MEMBERS RECUSING THEMSELVES ON MATTERS THAT DIRECTLY AFFECT THEM. SIGNED FORMS ARE MAINTAINED IN THE INDIVIDUAL BOARD MEMBER'S FILE. MANAGEMENT STAFF ARE ALSO REQUIRED TO COMPLETE THESE FORMS AND ARE SECURED IN A SEPARATE FILE. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION DOES NOT HAVE ANY EMPLOYEES. THE PRESIDENT LISTED IN FORM 990, PART VII IS PAID BY THE SUPPORTED ORGANIZATION, TURNING POINT USA. COMPENSATION FOR THIS INDIVIDUAL IS DETERMINED BY TURNING POINT USA WHICH IS DONE THROUGH THE USE OF A COMPENSATION COMMITTEE, COMPARISONS TO FORMS 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEYS, AND IS SUBJECT TO BOARD APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 IRS FORMS 1023 AND 990 ARE MADE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST TURNING POINT USA INC 135 N PENNSYLVANIA ST SUITE 1610 INDIANAPOLIS IN 46204 800835023 EDUCATION OF STUDENTS IN 501(C)(3) LINE 7 N/A 0 TURNING POINT ACTION INC 135 N PENNSYLVANIA ST SUITE 1610 INDIANAPOLIS IN 46204 464331510 EDUCATION OF STUDENTS IN 501(C)(4) 501(C)(4) TURNING POINT USA 0 AMERICA'S TURNING POINT INC 135 N PENNSYLVANIA ST SUITE 1610 INDIANAPOLIS IN 46204 814294120 EDUCATION OF STUDENTS IN 501(C)(3) LINE 7 TURNING POINT USA 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 TURNING POINT ACTION J 51000