2024-11-14T20:00:36+00:00 2023-12-31 350921680 CROWE LLP 575 Market Street Suite 3300 San Francisco CA 941055829 990PF 2023-01-01 816937849 Daniel J and Amy S Willis Charitable Foundation DANI 6023124496 5510 N KENWOOD AVE INDIANAPOLIS IN 46208 Daniel J Willis Trustee 6023124496 2024-11-15 true DIANE KIRMACI P01578407 4155761100 2024-11-15 2023 2024-10-15 13:58:12Z X 12931731 X X 306115 306115 -18977 832159 0 0 0 0 -30788 29445 0 256350 335560 0 0 0 0 0 4500 2250 0 2250 32708 32708 0 0 4648 648 0 0 0 0 0 102819 102819 0 0 144675 138425 0 2250 621000 621000 765675 138425 0 623250 -509325 197135 0 -315175 26583 26583 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3940635 1702917 1845158 3417074 823060 785968 0 0 0 0 5289391 9253947 10274022 0 0 0 0 0 0 0 12331925 11806507 12931731 0 0 0 0 0 0 X 13500044 13500044 -1168119 -1693537 12331925 11806507 12331925 11806507 12331925 -509325 0 11822600 16093 11806507 Cap gain distributions-Ameritrade P 639 639 0 639 Capital gain distributions-Arctrust P 1849 1849 0 1849 Capital gain distributions-Arctrust P 557 557 0 557 Publicly traded securities P 571322 577001 -5679 0 -5679 Publicly traded securities P 258349 274692 -16343 0 -16343 -18977 0 2740 2740 2740 8084 2000 10084 7344 7344 0 false false false false false true true false true true IN true false false false true true N/A DANIEL J WILLIS 6023124496 5510 N KENWOOD AVE INDIANAPOLIS IN 46208 false false false false false false false false false false false false false false false false false false false false Daniel J Willis 5510 N KENWOOD AVE INDIANAPOLIS IN 46208 Trustee 1.000 0 0 0 Amy S Willis 5510 N KENWOOD AVE INDIANAPOLIS IN 46208 Trustee 1.000 0 0 0 0 0 0 7515728 190441 5057193 12763362 0 12763362 191450 12571912 628596 628596 2740 2740 625856 625856 625856 623250 0 0 623250 625856 0 2021 2020 2019 0 0 143793 0 0 9605 153398 623250 0 0 0 623250 0 2606 2606 150792 0 0 0 0 0 0 150792 141187 0 0 9605 0 Daniel J Willis Trustee Amy S Willis Trustee X The Indianapolis Colts Foundation Inc 7001 West 56th St Indianapolis IN 46254 None PC To support general operations 25000 International School of Indiana 4330 N Michigan Rd Indianapolis IN 46208 NONE PC To support general operations 100000 Indianapolis Symphony Orchestra 32 E Washington St Suite 600 Indianapolis IN 46204 None PC To support general operations 5000 EdChoice 111 Monument Circle Suite 2650 Indianapolis IN 46204 None PC To support general operations 5000 Indianapolis Zoological Society 1200 W Washington St Indianapolis IN 46222 None PC To support general operations 40000 Watson Rare Native Plant Preserve PO Box 533 Warren TX 77664 None PC To support general operations 10000 Heritage Village Museum 206 US Hwy 190 Woodville TX 75979 None PC To support general operations 10000 Adoptions of Indiana 1980 E 116TH ST STE 325 Carmel IN 46032 None PC To support general operations 20000 Central Indiana Community Foundation 615 N Alabama St Ste 119 Indianapolis IN 46222 None PC To support general operations 275000 Wounded Warrior 4899 Belfort Rd Ste 300 Jacksonville FL 32256 None PC To support general operations 10000 FACE Low Cost Animal Clinic 1505 Massachusetts Ave Indianapolis IN 46201 None PC To support general operations 17500 Vonnegut Museum 543 Indiana Ave Indianapolis IN 46202 None PC To support general operations 5000 Central Indiana Land Trust 1500 N Delaware St Indianapolis IN 46202 None PC To support general operations 85000 AFSP AZ Chapter 199 Water St 11th floor New York NY 10038 None PC To support general operations 10000 Arizona Council on Economic Education 16421 N Tatum Blvd Phoenix AZ 85032 None PC To support general operations 1500 East Side Crusaders Lacrosse Club 11716 Oshawa St Indianapolis IN 46236 None PC To support general operation 2000 621000 0 14 306115 18 -18976 Pass-through entities 901101 -60233 -30788 -60233 256351 0 196118 false false false false false false false false false false Accounting fees 4500 2250 2250 Investments - corporate bonds 823060 785968 Investments - corporate stock 1702917 1845158 ATHENE BCA ANNUITY AT COST 1927513 1880932 GPB Holdings II AT COST 413587 413587 PEACHTREE HOTEL VALUE & INCOME FUND, LP AT COST 146953 146953 ARCTRUST AT COST 246865 246865 ARMADA WASTE MANAGEMENT LP AT COST 55442 55442 WAVELAND ENERGY RESOURCE PARTNER IVS IV, LP AT COST 156343 156343 Priority Income Fund AT COST 286349 286349 Waveland Resource Partner V AT COST 113892 113892 Peachtree Distressed Opp Fund AT COST 179483 179483 Vet24Seven AT COST 200000 200000 Sealy Industrial Partners LP AT COST 173687 173687 BDP Montclair 2019 AT COST 200000 200000 e2c2 ESA Bond Fund I AT COST 349668 349668 Sovereign Partners Fund II AT COST 321609 321609 MH Ventures Fund II AT COST 332383 332383 Other-Fidelity FMV 4150173 5216829 Other decreases 16093 Investment Management Fees 102819 102819 Passive Investment Income -30788 29445 Athene 32708 32708 Excise tax 4000 Foreign tax paid 648 648