Christel DeHaan Family Foundation Inc: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- Christel DeHaan Family Foundation Inc (EIN 35-1939960)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-08-21
- IRS object ID
- 202412349349101311
- Schema version
- 2023v5.1
- 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
- Accounting Fees Schedule
- Compensation Explanation
- Liquidation Explanation Stmt
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-21T16:46:56+00:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 N Illinois Street Suite 700 | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351939960 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Christel DeHaan Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHRI | BusinessNameControlTxt |
| Phone | 3174642333 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CD Enterprises 2960 N Meridian 175 | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46208 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mark Willis | PersonNm |
| Person Title | President & CIO | PersonTitleTxt |
| Phone | 3174642022 | PhoneNum |
| Signature | 2024-08-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Nicole B Fishback | PreparerPersonNm |
| PTIN | P01279475 | PTIN |
| Phone | 3173834000 | PhoneNum |
| Preparation | 2024-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $213,671 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $2,254,870 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,254,870 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $65,374 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $65,374 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $65,374 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,320,244 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,320,244 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $127,945 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $127,945 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $8,422 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $8,422 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $6,943 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,943 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $22,615 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $16,961 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,654 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $30,395 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $6,296 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $30,887 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $2,471 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $28,416 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $17,411 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $947 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $16,464 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $244,618 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,379 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $200,140 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $54,003,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $54,003,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $54,247,618 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,379 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $54,203,140 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$51,927,374 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,299,865 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $52,141,045 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $213,671 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $213,671 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $52,141,045 | TotalAssetsBOYAmt |
| Total Assets EOY | $213,671 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $213,671 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $52,141,045 | RetainedEarningBOYAmt |
| Retained Earning EOY | $213,671 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $52,141,045 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $213,671 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $52,141,045 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $213,671 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $52,141,045 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$51,927,374 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $213,671 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $213,671 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Northern Trust - LT | P | 2022-01-01 | 2023-12-31 | $5,669 | $5,669 | $0 | $5,669 |
| Northern Trust - ST | P | 2023-01-01 | 2023-12-31 | $980 | $980 | $0 | $980 |
| Alternative Investments - ST | P | 2023-01-01 | 2023-12-31 | $58,725 | $58,725 | $0 | $58,725 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $65,374 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $31,968 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $31,968 | SubtotalAmt |
| Tax Based On Investment Income | $31,968 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $30,876 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $30,876 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $187 | EsPenaltyAmt |
| Tax Due | $1,279 | TaxDueAmt |
| Refund | $0 | RefundAmt |
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 | Yes (true) | 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 | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MARK WILLIS | IndividualWithBooksNm |
| Phone | 3174642022 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2960 N Meridian St Ste 175 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46208 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (7 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| Bonnie Egerton | |||||||||
| CD Enterprises | 2960 N Meridian | Indianapolis | IN | 46208 | CFO and Treasurer | 8.000 | $0 | $0 | $0 |
| Timothy E DeHaan | |||||||||
| CD Enterprises | 2960 N Meridian | Indianapolis | IN | 46208 | Vice President, Director | 1.000 | $0 | $0 | $0 |
| Keith A DeHaan | |||||||||
| CD Enterprises | 2960 N Meridian | Indianapolis | IN | 46208 | Vice President, Director | 1.000 | $0 | $0 | $0 |
| Cheryl J Wendling | |||||||||
| CD Enterprises | 2960 N Meridian | Indianapolis | IN | 46208 | Director, Chair of Board | 5.000 | $0 | $0 | $0 |
| Mark Willis | |||||||||
| CD Enterprises | 2960 N Meridian | Indianapolis | IN | 46208 | President & CIO, Director | 5.000 | $0 | $0 | $0 |
| Melynne Klaus | |||||||||
| CD Enterprises | 2960 N Meridian | Indianapolis | IN | 46208 | Executive Director, Director, Vice Chair & Secretary | 24.000 | $127,945 | $8,422 | $0 |
| Helen Small | |||||||||
| CD Enterprises | 2960 N Meridian | Indianapolis | IN | 46208 | Director, Chair Governance Committee | 1.000 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | None | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | None | Description1Txt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $34,256 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $39,678,048 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $39,712,304 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $39,712,304 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $595,685 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $39,116,619 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,955,831 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,955,831 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $31,968 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $31,968 | TotalTaxAmt |
| Distributable Before Adj | $1,923,863 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,923,863 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,923,863 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $54,203,140 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $54,203,140 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,923,863 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $119,241 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $213,396 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $1,174,305 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,506,942 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $54,203,140 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,923,863 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $52,279,277 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $53,786,219 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $53,786,219 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $119,241 | ExcessFromYear4Amt |
| Excess From Year3 | $213,396 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $1,174,305 | ExcessFromYear1Amt |
| Excess From Current Year | $52,279,277 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Not Applicable | ContributingManagerNm |
| Shareholder Manager | Not Applicable | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | M Klaus | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o CD Enterprises Ltd 2960 N Merid | AddressLine1Txt |
| Address Line2 | ian St Ste 175 | AddressLine2Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46208 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3174642038 | RecipientPhoneNum |
| Form And Info And Materials | Letter of Inquiry | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | K-12 education in Indiana and arts culture in Indianapolis as well as other discretionary grants | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Actor's Theatre of Indiana | |||||||
| 510 3rd Ave SW | Carmel | IN | 46032 | None | PC | General Operating Support | $687,000 |
| American Cabaret Theatre | |||||||
| 121 Monument Circle Ste 516 | Indianapolis | IN | 46204 | None | PC | General Operating Support | $2,748,000 |
| American Pianist Assoc | |||||||
| 4603 Clarendon Road Suite 030 | Indianapolis | IN | 46208 | None | PC | General Operating Support | $2,748,000 |
| ArtMix Inc | |||||||
| 1505 N Delaware St | Indianapolis | IN | 46202 | None | PC | General Operating Support | $343,000 |
| Arts Council of Indianapolis | |||||||
| 924 North Pennsylvania St | Indianapolis | IN | 46204 | None | PC | General Operating Support | $1,470,000 |
| Arts Council of Indianapolis | |||||||
| 924 North Pennsylvania St | Indianapolis | IN | 46204 | None | PC | Dehaan Artist of Distinction Award | $110,000 |
| Asante Children's Theatre Inc | |||||||
| 502 N Tremont | Indianapolis | IN | 46222 | None | PC | General Operating Support | $687,000 |
| Athenaeum Foundation Inc | |||||||
| 401 E Michigan St | Indianapolis | IN | 46204 | None | PC | General Operating Support | $343,000 |
| Booth Tarkington Civic Inc | |||||||
| 3 Center Green 300 | Carmel | IN | 46032 | None | PC | General Operating Support | $1,373,000 |
| Butler University | |||||||
| 4600 Sunset Avenue | Indianapolis | IN | 46208 | None | PC | General Operating Support | $343,000 |
| Christel House International | |||||||
| 10 West Market Street Ste 1990 | Indianapolis | IN | 46204 | None | PC | General Operating Support | $100,000 |
| Dance Kaleidoscope | |||||||
| 4603 Clarendon Road | Indianapolis | IN | 46208 | None | PC | General Operating Support | $2,748,000 |
| Delta Waterfowl Foundation - NE Indiana | |||||||
| 1845 W Maumee St | Angola | IN | 46703 | None | PC | General Operating Support | $63,000 |
| Eiteljorg Museum of American Indians & Western Art | |||||||
| 500 West Washington Street | Indianapolis | IN | 46204 | None | PC | General Operating Support | $2,748,000 |
| Gregory Hancock Dance Theatre | |||||||
| 329 Gradle Drive | Carmel | IN | 46032 | None | PC | General Operating Support | $687,000 |
| Hamilton Church of Christ | |||||||
| 4045 E Bellefontaine Rd | Hamilton | IN | 46742 | None | PC | General Operating Support | $20,000 |
| Harrison Center for the Arts | |||||||
| 1505 North Delaware Street | Indianapolis | IN | 46202 | None | SO I | General Operating Support | $687,000 |
| Hoosiers Feeding the Hungry Inc | |||||||
| 4490 A State Road 327 | Garrett | IN | 46738 | None | PC | General Operating Support | $20,000 |
| Indiana Repertory Theatre Inc | |||||||
| 140 West Washington Street | Indianapolis | IN | 46204 | None | PC | General Operating Support | $2,748,000 |
| Indiana Natural Resources Foundation | |||||||
| 402 West Washington Street W256 | Indianapolis | IN | 46204 | None | GOV | General Operating Support | $20,000 |
| Indiana Search and Response Team Inc | |||||||
| 8188 N 175 E | Wawaka | IN | 46794 | None | PC | General Operating Support | $20,000 |
| Indiana University | |||||||
| PO Box 1847 | Bloomington | IN | 47402 | None | PC | General Operating Support | $687,000 |
| Indianapolis Ballet Inc | |||||||
| 502 N Capitol Avenue Ste B | Indianapolis | IN | 46204 | None | PC | General Operating Support | $687,000 |
| Indianapolis Children's Choir | |||||||
| 4600 Sunset Avenue | Indianapolis | IN | 46208 | None | PC | General Operating Support | $687,000 |
| Indianapolis Chamber Orchestra | |||||||
| 4603 Clarendon Road Ste 36 36 | Indianapolis | IN | 46208 | None | PC | General Operating Support | $2,748,000 |
| Indianapolis Museum of Art | |||||||
| 4000 Michigan Road | Indianapolis | IN | 46208 | None | PC | General Operating Support | $2,748,000 |
| Indianapolis Opera Company | |||||||
| 4011 N Pennsylvania Street | Indianapolis | IN | 46205 | None | PC | General Operating Support | $343,000 |
| Indianapolis Shakespeare Company | |||||||
| 4600 Sunset Avenue | Indianapolis | IN | 46208 | None | PC | General Operating Support | $687,000 |
| Indianapolis Theatre Fringe Festival | |||||||
| 719 E St Clair Street | Indianapolis | IN | 46202 | None | PC | General Operating Support | $687,000 |
| Indianapolis Zoological Society | |||||||
| PO Box 22309 | Indianapolis | IN | 46222 | None | PC | General Operating Support | $2,748,000 |
| Indianapolis-Liederkranz | |||||||
| 1417 E Washington Street | Indianapolis | IN | 46201 | None | PC | General Operating Support - Repairs for Roof | $50,000 |
| International Violin Competition of Indianapolis | |||||||
| 32 E Washington Street Ste 1320 | Indianapolis | IN | 46204 | None | PC | General Operating Support | $825,000 |
| Marian University | |||||||
| 3200 Cold Spring Rd | Indianapolis | IN | 46222 | None | PC | Marian Angel Alumni Endowed Scholarship | $250,000 |
| Fidelity Investments Charitable Gift Fund #Z97000442 | |||||||
| PO Box 770001 | Cincinnati | OH | 45277 | None | PC | General Operating Support | $1,123,000 |
| Nature Conservancy Inc | |||||||
| 4245 North Fairfax Drive Suite 100 | Arlington | VA | 22203 | None | PC | General Operating Support | $20,000 |
| Operation Homefront | |||||||
| 1355 Central Parkway S Ste 100 | San Antonio | TX | 78232 | None | PC | General Operating Support | $2,748,000 |
| Pace Inc | |||||||
| 2855 N Keystone Ave 170 | Indianapolis | IN | 46218 | None | PC | General Operating Support | $2,748,000 |
| Phoenix Theatre Inc | |||||||
| 749 N Park Ave Suite 100 | Indianapolis | IN | 46202 | None | PC | General Operating Support | $1,373,000 |
| Step-Up Inc | |||||||
| 4755 Kingsway Drive Suite 105 | Indianapolis | IN | 46205 | None | PC | General Operating Support | $2,748,000 |
| Steuben County Community Foundation | |||||||
| 1701 N Wayne St | Angola | IN | 46703 | None | PC | General Operating Support | $90,000 |
| Summer Stock Stage | |||||||
| PO Box 301121 | Indianapolis | IN | 46240 | None | PC | General Operating Support | $687,000 |
| The Children's Museum of Indianapolis | |||||||
| 3000 N Meridian Street | Indianapolis | IN | 46208 | None | PC | General Operating Support | $343,000 |
| Timothy Mooney Repertory Theatre | |||||||
| 935 Pinetree Cir S | Buffalo Grove | IL | 60089 | None | PC | General Operating Support | $343,000 |
| University of Indianapolis | |||||||
| 1400 E Hanna Avenue | Indianapolis | IN | 46227 | None | PC | General Operating Support | $4,122,000 |
| WFYI Public Media | |||||||
| 1630 N Meridian Street | Indianapolis | IN | 46202 | None | PC | General Operating Support | $343,000 |
| Whitetails Unlimited | |||||||
| PO Box 720 | Sturgeon Bay | WI | 54235 | None | PC | General Operating Support | $20,000 |
| Young Actors Theatre | |||||||
| 401 E Michigan St | Indianapolis | IN | 46204 | None | PC | General Operating Support | $687,000 |
| Indianapolis Symphony Society | |||||||
| 45 Monument Circle | Indianapolis | IN | 46208 | None | PC | General Operating Support | $2,748,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $54,003,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,254,870 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $65,374 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,320,244 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,320,244 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1a | LineNumberTxt |
| Relationship Statement | Not Applicable | RelationshipStatementTxt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $22,615 | Amt |
| Net Investment Income | $16,961 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,654 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Melynne Klaus | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | MELYNNE KLAUS IS THE VICE CHAIR AND SECRETARY. HOWEVER, SHE IS NOT COMPENSATED FOR THESE SERVICES. SHE IS COMPENSATED FOR HER ROLE AS EXECUTIVE DIRECTOR. | ShortExplanationTxt |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Christel DeHaan Family Foundation, Inc. is in the process of dissolving. A significant portion of the assets were distributed in 2023 and the remaining should be distributed in 2024. | ExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $6,943 | LegalFeesAmt |
| Disbursements Charitable Prps | $6,943 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Staff Costs | $187 | $187 | |
| Postage | $46 | $46 | |
| Office Expenses | $10,519 | $10,519 | |
| Dues & Subscriptions | $171 | $171 | |
| Insurance | $5,347 | $5,347 | |
| Telephone | $194 | $194 | |
| Partnership Expense | $947 | $947 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Employment Taxes | $6,296 | $6,296 |
| Excise Taxes | $24,099 |
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