2024-01-15T10:38:28-06:00 2023-06-30 FORVIS LLP 201 N Illinois Street Indianapolis IN 46204 990PF 2022-07-01 356066023 Regenstrief Foundation Inc % BOB WINGERTER REGE 3178481400 9292 N MERIDIAN SUITE 202 INDIANAPOLIS IN 46260 BOB WINGERTER TREASURER 3178481400 2024-05-15 true BOB WINGERTER 999009999 NICOLE B FISHBACK P01279475 3173834000 2024-05-15 2 2022 2023-04-26 12:10:37Z X 176164818 X 0 X 2033497 2033497 -2292158 22563382 0 205 272173 -258456 2305670 447062 223531 223531 90951 45476 45476 37728 18864 18864 1309 0 0 1309 46004 22551 0 18028 2256519 2256519 50222 7085 7085 40724 20362 20362 5578 2789 2789 123392 61912 61483 3106574 2659089 0 391842 9416000 9416000 12522574 2659089 0 9807842 -12781030 0 49572 28118 28118 1870373 3182276 3182276 144789991 136673245 172732666 305619 185961 126744 119658 119658 5300754 102100 102100 152137434 140105397 176164818 0 0 0 1108615 0 1108615 X 152137434 138996782 152137434 138996782 152137434 140105397 152137434 -12781030 139356404 359622 138996782 WELLS FARGO BOND FUND 2022-08-12 2000000 2205357 -205357 -205357 WELLS FARGO BOND FUND 2022-09-21 2000000 2232476 -232476 -232476 WELLS FARGO BOND FUND 2022-10-09 2748213 3164671 -416458 -416458 VULCAN VALUE FUND 2022-12-12 1143271 1252812 -109541 -109541 GOLD FUND 2022-12-13 4077687 3250904 826783 826783 TIG-ZEBEDEE 2023-02-03 1000000 815960 184040 184040 VULCAN VALUE FUND 2023-02-18 1000000 1152093 -152093 -152093 HS MANAGEMENT 2023-03-30 2000000 1869858 130142 130142 LONE CEDAR 2023-04-10 4094211 4097331 -3120 -3120 BAXTER 2023-04-27 500000 463956 36044 36044 RYDER 2023-04-27 500000 468505 31495 31495 VULCAN VALUE FUND 2023-06-14 1500000 1553162 -53162 -53162 VARIOUS K-1'S "DETAIL AVAILABLE UPON REQUEST" 0 2328455 -2328455 -2328455 -2292158 0 0 0 247899 0 247899 247899 247899 false false false false false true true false true true CA CO IN LA MA true false false false false true N/A BOB WINGERTER 3178481400 9292 N MERIDIAN SUITE 202 INDIANAPOLIS IN 46260 false false false false true false false false false false false false false false false false false false false false false false SUSAN LUSE 9292 N MERIDIAN SUITE 202 INDIANAPOLIS IN 46260 SECRETARY 8.0 47062 23951 0 DAVID W KNALL THRU 030922 9292 N MERIDIAN SUITE 202 INDIANAPOLIS IN 46260 VOLUNTEER DIRECTOR 1.0 0 0 0 LESLEY B OLSWANG PHD 9292 N MERIDIAN SUITE 202 INDIANAPOLIS IN 46260 VOLUNTEER DIRECTOR 1.0 0 0 0 BART PETERSON THRU 110222 9292 N MERIDIAN SUITE 202 INDIANAPOLIS IN 46260 CHAIRMAN 1.0 0 0 0 RONALD W DOLLENS 9292 N MERIDIAN SUITE 202 INDIANAPOLIS IN 46260 VOLUNTEER DIRECTOR 1.0 0 0 0 D CRAIG BRATER 9292 N MERIDIAN SUITE 202 INDIANAPOLIS IN 46260 PRESIDENT 15.0 200000 0 0 DANIEL APPEL 9292 N MERIDIAN SUITE 202 INDIANAPOLIS IN 46260 CHAIRMAN 1.0 0 0 0 BOB WINGERTER 9292 N MERIDIAN SUITE 202 INDIANAPOLIS IN 46260 VICE PRESIDENT & TREASURER 15.0 200000 0 0 ANDIE FRIEDMAN 9292 N MERIDIAN SUITE 202 INDIANAPOLIS IN 46260 INVESTMENT COMMITTEE CHAIR 1.0 0 0 0 TOM D FEIGENBAUM THRU 053123 9292 N MERIDIAN SUITE 202 INDIANAPOLIS IN 46260 VOLUNTEER DIRECTOR 1.0 0 0 0 JAMES TCHENG 9292 N MERIDIAN SUITE 202 INDIANAPOLIS IN 46260 VOLUNTEER DIRECTOR 1.0 0 0 0 ENOLA PROCTOR 9292 N MERIDIAN SUITE 202 INDIANAPOLIS IN 46260 VOLUNTEER DIRECTOR 1.0 0 0 0 DERRICK BURKS THRU 123122 9292 N MERIDIAN SUITE 202 INDIANAPOLIS IN 46260 VOLUNTEER DIRECTOR 1.0 0 0 0 CHRISTIA HICKS 9292 N MERIDIAN SUITE 202 INDIANAPOLIS IN 46260 VOLUNTEER DIRECTOR 1.0 0 0 0 JAMIE RICH 9292 N MERIDIAN SUITE 202 INDIANAPOLIS IN 46260 VOLUNTEER DIRECTOR 1.0 0 0 0 BOB WINGERTER 9292 N MERIDIAN SUITE 202 INDIANAPOLIS IN 46260 CONSULTING 0 D CRAIG BRATER 9292 N MERIDIAN SUITE 202 INDIANAPOLIS IN 46260 CONSULTING 0 CAMBRIDGE ASSOCIATES 125 HIGH STREET BOSTON MA 02110 INVEST ADVISORS 264109 172084891 5746987 0 177831878 0 177831878 2667478 175164400 8758220 8758220 0 0 8758220 8758220 8758220 9807842 0 0 0 0 9807842 8758220 8451598 2020 2019 2018 0 0 0 0 0 9807842 8451598 1356244 0 0 0 0 7401976 0 0 0 0 0 NA NA X REGENSTRIEF INSTITUTE INC 1050 WISHARD BOULEVARD 6TH FLOOR INDIANAPOLIS IN 46260 NONE SO I MEDICAL RESEARCH 7900000 Indiana University Foundation 301 University Blvd 1031 Indianapolis IN 46202 NONE PC MEDICAL RESEARCH 1500000 Heart Change Ministries 1405 N Tuxedo St Indianapolis IN 46201 NONE PC MEDICAL RESEARCH 1000 Immigrant Welcome Center 40 E St Clair St Indianapolis IN 46204 NONE PC GENERAL 5000 Central Indiana Land Trust 1500 N Delaware St Indianapolis IN 46202 NONE PC GENERAL 10000 9416000 REGENSTRIEF INSTITUTE INC 1050 WISHARD BOULEVARD 6TH FLOOR INDIANAPOLIS IN 46260 NONE SO I MEDICAL RESEARCH 0 18000000 14 2033497 18 -2292158 OTHER REVENUE 531390 -271968 14 272173 -271968 13512 -258456 false false false false false false false false false false ACCOUNTING FEES 46004 27976 18028 FIXED INCOME 16348310 15504722 COMMON STOCKS AND EQUITY FUNDS 39482591 42712296 REALTY FUNDS 109636 26432 MARKETABLE ALTERNATIVES 38829241 46348118 ENERGY PARTNERSHIPS 9584848 14510822 COMMODITIES 4621594 4148789 PRIVATE EQUITY 27697025 49481487 LEGAL FEES 1309 1309 INTEREST RECEIVABLE 82125 102100 102100 DEFERRED REVENUE 5218629 0 0 OTHER DECREASES 359622 BOOKS, SUBSCRPTNS., PUBLICATNS 429 429 COMPUTER MAINTENANCE 47088 23544 23544 HOSPITALITY 4482 2241 2241 INSURANCE 10143 5072 5072 OFFICE MAINTENANCE AND RENTAL 50640 25320 25320 SUPPLIES 4732 2366 2366 UTILITIES 5805 2903 2903 MISCELLANEOUS 73 37 37 Partnership Income -271968 Royalties 272173 272173 INVESTMENT MANAGEMENT FEES 2256519 2256519 TAXES 50222