KATHARINE B SUTPHIN FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- KATHARINE B SUTPHIN FOUNDATION INC (EIN 47-2544074)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202641349349103004
- Schema version
- 2025v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T13:07:58-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271841852 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WCG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 INDIANA SQ STE 2050 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472544074 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATHARINE B SUTPHIN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KATH | BusinessNameControlTxt |
| Phone | 3175146787 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1505 N DELAWARE ST | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOANNA B TAFT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3175146787 | PhoneNum |
| Signature | 2026-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANGELA D GINTER | PreparerPersonNm |
| PTIN | P00156926 | PTIN |
| Phone | 3172641795 | PhoneNum |
| Preparation | 2026-05-14 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $18,047,712 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $350,527 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,652 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,652 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,652 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $313,899 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $313,899 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $313,899 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $685,029 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,444,292 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $685,029 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $18,323 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $1,351,107 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,000,580 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $333,874 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $3,795 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,520 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,275 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $55,865 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $53,705 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,160 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,114 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,114 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $25,000 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $5,000 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $20,000 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $33,259 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,904 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $26,355 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $124,033 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $73,243 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $50,790 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $718,229 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $718,229 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $842,262 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $73,243 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $769,019 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $508,845 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $927,337 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $333,874 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $318,510 | CashBOYAmt |
| Cash EOY | $245,461 | CashEOYAmt |
| Cash EOYFMV | $245,461 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $58,696 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $333,323 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $333,323 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $13,305,456 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,606,389 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,439,693 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $22,901 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $29,235 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $29,235 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $13,705,563 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,214,408 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,047,712 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $13,705,563 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $14,214,408 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,705,563 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,214,408 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,705,563 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,214,408 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,705,563 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $508,845 | ExcessRevenueOverExpensesAmt |
| Subtotal | $14,214,408 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $14,214,408 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FS CR REAL ESTATE INC TR INC CL I | P | 2025-01-02 | 2025-12-02 | $30,426 | $20,724 | $9,702 | $9,702 |
| FS CR REAL ESTATE INC TR INC CL I | P | 2023-08-23 | 2025-08-05 | $199,792 | $194,027 | $5,765 | $5,765 |
| FS CR REAL ESTATE INC TR INC CL I | P | 2023-08-23 | 2025-12-02 | $232,442 | $243,001 | -$10,559 | -$10,559 |
| PARTNERS GROUP PRIVATE EQ | P | 2024-03-01 | 2025-06-09 | $21,105 | $21,105 | $21,105 | |
| CALAMOS CONVERTIBLE FD CL A | P | 2023-12-21 | 2025-03-11 | $50,000 | $47,585 | $2,415 | $2,415 |
| GOLDMAN SACHS EQ WT US LG CAP | P | 2025-07-03 | 2025-07-31 | $1,590,447 | $1,445,429 | $145,018 | $145,018 |
| INVESCO EX TRADED FD S&P500 | P | 2024-12-26 | 2025-03-11 | $714,812 | $754,927 | -$40,115 | -$40,115 |
| VANGUARD 500 INDEX ADMIRAL | P | 2025-03-27 | 2025-06-16 | $20,581 | $19,265 | $1,316 | $1,316 |
| INVESCO QQQ TR UNIT SER 1 | P | 2024-07-30 | 2025-10-28 | $101,557 | $64,271 | $37,286 | $37,286 |
| ISHARES CORE S&P MID-CAP | P | 2024-09-27 | 2025-10-28 | $101,905 | $83,268 | $18,637 | $18,637 |
| SPDR S&P 500 ETF TR | P | 2024-07-30 | 2025-10-28 | $203,632 | $140,661 | $62,971 | $62,971 |
| VANGUARD 500 INDEX ADMIRAL | P | 2024-03-22 | 2025-06-16 | $1,058,834 | $676,120 | $382,714 | $382,714 |
| NAT'L FIN SVCS - 067430 | P | 2024-11-12 | 2025-03-11 | $913,507 | $1,011,105 | -$97,598 | -$97,598 |
| NAT'L FIN SVCS - 067430 | P | 2023-08-14 | 2025-03-11 | $73,448 | $58,880 | $14,568 | $14,568 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $685,029 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $18,323 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,890 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $12,890 | SubtotalAmt |
| Tax Based On Investment Income | $12,890 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,800 | TotalPaymentsAndCreditsAmt |
| Tax Due | $8,090 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JOANNA B TAFT | IndividualWithBooksNm |
| Phone | 3175146787 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1505 N DELAWARE ST | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOANNA B TAFT | ||||||||
| 1505 N DELAWARE ST | INDIANAPOLIS | IN | 46202 | PRESIDENT | 000.00 | $0 | $0 | $0 |
| MADELINE SUTPHIN | ||||||||
| 240 E 70TH ST | INDIANAPOLIS | IN | 46220 | SECRETARY | 000.00 | $0 | $0 | $0 |
| DAVID WELLWERTS | ||||||||
| 701 KESSLER BLVD | INDIANAPOLIS | IN | 46228 | BOARD MEMBER | 000.00 | $0 | $0 | $0 |
| CHARLIE SUTPHIN | ||||||||
| 250 E 70TH ST | INDIANAPOLIS | IN | 46220 | TREASURER | 000.00 | $0 | $0 | $0 |
| ANDREW SUTPHIN | ||||||||
| 240 E 70TH ST | INDIANAPOLIS | IN | 46220 | BOARD MEMBER | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $16,384,826 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $313,521 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,436 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,700,783 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $16,700,783 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $250,512 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,450,271 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $822,514 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $822,514 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,890 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,890 | TotalTaxAmt |
| Distributable Before Adj | $809,624 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $809,624 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $809,624 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $769,019 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $769,019 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $809,624 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $693,178 | UndistributedIncomePYAmt |
| Qualifying Distributions | $769,019 | QualifyingDistributionsAmt |
| Applied To Year1 | $693,178 | AppliedToYear1Amt |
| Applied To Current Year | $75,841 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $733,783 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ESKENAZI HEALTH FOUNDATION | ||||||||
| 720 ESKENAZI AVE | INDIANAPOLIS | IN | 46202 | NONE | NC | OPERATING GRANT | $100,000 | |
| INTEND INDIANA | ||||||||
| 1704 BELLEFONTAINE ST | INDIANAPOLIS | IN | 46202 | NONE | NC | POLKLORE GRANT | $50,000 | |
| HERRON HIGH SCHOOL | ||||||||
| 110 E 16TH ST | INDIANAPOLIS | IN | 46202 | NONE | NC | MATCHING GRANT | $2,500 | |
| HARRISON CENTER | ||||||||
| 1505 N DELAWARE ST | INDIANAPOLIS | IN | 46202 | NONE | NC | OPERATING GRANT | $75,000 | |
| HARRISON CENTER | ||||||||
| 1505 N DELAWARE ST | INDIANAPOLIS | IN | 46202 | NONE | NC | ARTIST SUPPORT GRANT | $100,000 | |
| HARRISON CENTER | ||||||||
| 1505 N DELAWARE ST | INDIANAPOLIS | IN | 46202 | NONE | NC | SUTPHIN INVITATIONAL | $25,450 | |
| HARRISON CENTER | ||||||||
| 1505 N DELAWARE ST | INDIANAPOLIS | IN | 46202 | NONE | NC | MATCHING GRANT | $5,000 | |
| HARRISON CENTER | ||||||||
| 1505 N DELAWARE ST | INDIANAPOLIS | IN | 46202 | NONE | NC | ENDOWMENT CAMPAIGN | $27,279 | |
| COVENANT COLLEGE | ||||||||
| 14049 SCENIC HIGHWAY | LOOKOUT MOUNTAIN | GA | 30750 | NONE | NC | MATCHING GRANT | $5,000 | |
| BIG CAR MEDIA | ||||||||
| 1125 CRUFT ST | INDIANAPOLIS | IN | 46203 | NONE | NC | BIG LUBE GRANT | $100,000 | |
| HEART CHANGE MINISTRIES | ||||||||
| 1405 N TUXEDO ST | INDIANAPOLIS | IN | 46201 | NONE | NC | MATCHING GRANT | $2,000 | |
| INDIANAPOLIS ART CENTER | ||||||||
| 820 E 67TH ST | INDIANAPOLIS | IN | 46220 | NONE | NC | PROJECT GRANT | $75,000 | |
| THE OAKS ACADEMY | ||||||||
| 1301 E 16TH ST | INDIANAPOLIS | IN | 46202 | NONE | NC | OPERATING GRANT | $25,000 | |
| THE OAKS ACADEMY | ||||||||
| 1301 E 16TH ST | INDIANAPOLIS | IN | 46202 | NONE | NC | MATCHING GRANT | $5,000 | |
| REDEEMER | ||||||||
| 1505 N DELAWARE ST | INDIANAPOLIS | IN | 46202 | NONE | NC | MATCHING GRANT | $5,000 | |
| ARTMIX | ||||||||
| 1505 N DELAWARE | INDIANAPOLIS | IN | 46202 | NONE | NC | OPERATING GRANT | $25,000 | |
| PEACE LEARNING CENTER | ||||||||
| 6040 DELONG RD | INDIANAPOLIS | IN | 46254 | NONE | NC | MATCHING GRANT | $35,000 | |
| PATTERN INDIANAPOLIS | ||||||||
| 1060 N CAPITAL AVE | INDIANAPOLIS | IN | 46204 | NONE | NC | OPERATING GRANT | $5,000 | |
| HERRON HIGH SCHOOL | ||||||||
| 110 E 16TH ST | INDIANAPOLIS | IN | 46202 | NONE | NC | OPERATING GRANT | $30,000 | |
| INDY HUMANE SOCIETY | ||||||||
| 7929 N MICHIGAN RD | INDIANAPOLIS | IN | 46268 | NONE | NC | MATCHING GRANT | $10,000 | |
| HERRON HIGH SCHOOL | ||||||||
| 110 E 16TH ST | INDIANAPOLIS | IN | 46202 | NONE | NC | SPONSORSHIP | $5,000 | |
| EXODUS REFUGE | ||||||||
| 2457 E WASHINGTON ST | INDIANAPOLIS | IN | 46201 | NONE | NC | MATCHING GRANT | $500 | |
| FRIENDS OF BELMONT BEACH | ||||||||
| 1300 N WHITE RIVER PKWY | INDIANAPOLIS | IN | 46202 | NONE | NC | OPERATING GRANT | $5,000 | DR W |
| INDIANAPOLIS THEOLOGICAL SERMINARY | ||||||||
| 8601 HAGUE RD | INDIANAPOLIS | IN | 46256 | NONE | NC | MATCHING GRANT | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $718,229 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,652 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $313,899 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $685,029 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,000,580 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,000,580 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATHARINE B SUTPHIN CLAT | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11715 FOX RD STE 400-225 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $350,527 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,795 | Amt |
| Net Investment Income | $1,520 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,275 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ROCKEFELLER A/C 067430 | ||
| VANGUARD 500 INDEX ADMIRAL | ||
| INVESCO EXCH TRADED FD S&P500 | ||
| INVESCO QQQ TR UNIT SER 1 | $1,280,724 | $1,650,196 |
| ISHARES CORE S&P MID-CAP ETF | $916,400 | $1,061,064 |
| SPDR S&P 500 ETF TRUST | $6,883,424 | $9,716,921 |
| CALAMOS CONVERTIBLE FD CL A | $559,171 | $651,643 |
| CAPITAL GRP FIXED INC ETF TR CORE BD | $772,571 | $783,871 |
| BLACKSTONE PRIV CR FD SHS CL I | $512,834 | $501,916 |
| FS CR REAL ESTATE INC TR INC CL I | ||
| CASCADE PRIVATE CAPITAL FD INSTL | $420,502 | $416,292 |
| GOTHAM ABSOLUTE RETURN FUND INSTL | $1,079,750 | $1,075,223 |
| PERMANENT PORTFOLIO | $489,223 | $593,026 |
| CLIFFWATER CORPORATE LENDING FD I | $424,027 | $411,325 |
| SPDR GOLD TRUST GOLD SHS | $267,763 | $578,216 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ACCRUED DIVIDEND RECEIVABLES | CategoryOrItemTxt |
| Book Value | $29,235 | BookValueAmt |
| EOYFMV | $29,235 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| INSURANCE | $1,259 | $504 | $755 |
| KBS INVITATIONAL-ART EXHIBIT | $32,000 | $6,400 | $25,600 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $52,262 | $52,262 | |
| LEGAL FEES | $3,603 | $1,443 | $2,160 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES PAID | CategoryTxt |
| Amt | $6,114 | Amt |
| Net Investment Income | $6,114 | NetInvestmentIncomeAmt |
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