RICHARD M FAIRBANKS FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
RICHARD M FAIRBANKS FOUNDATION INC (EIN 31-1189885)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-15
IRS object ID
202413209349104601
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-15T13:13:01+00:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN350921680PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CROWE LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1231 S Bemiston Ave Suite 800AddressLine1Txt
CityClaytonCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63105ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN311189885EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Richard M Fairbanks Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRICHBusinessNameControlTxt
Phone3178467111PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1820 Massachusetts Ave Suite 1365AddressLine1Txt
CityIndianapolisCityNm
State AbbreviationINStateAbbreviationCd
ZIP46204ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKevin KessingerPersonNm
Person TitleTreasurer and CFOPersonTitleTxt
Signature2024-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSteve LenivyPreparerPersonNm
PTINP01635350PTIN
Phone3148022000PhoneNum
Preparation2024-11-15PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$375,537,175FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Interest On Sav Rev And Expnss$394,009InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$393,212InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$3,391,384DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,351,568DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$14,866,310NetGainSaleAstRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm$14,862,006CapGainNetIncmNetInvstIncmAmt
Gross Sales Less Ret And Allwnc$0GrossSalesLessRetAndAllwncAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$12,663,450OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$12,067,778OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$31,315,153TotalRevAndExpnssAmt
Total Net Invst Incm$30,674,564TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$1,086,426CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$173,263CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$913,163CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$719,577OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$39,895OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$679,682OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$466,370PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$62,722PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$403,648PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$71,324LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$10,699LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$60,625LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$73,582AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$44,149AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$29,433AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$620,418OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$587,932OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$32,486OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$613,277InterestRevAndExpnssAmt
Interest Net Invst Incm$575,968InterestNetInvstIncmAmt
Taxes Rev And Expnss$329,333TaxesRevAndExpnssAmt
Taxes Net Invst Incm$53,648TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$676,902DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$562,099DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm$0DeprecAndDpltnAdjNetIncmAmt
Occupancy Rev And Expnss$240,746OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$36,112OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$204,634OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$91,595TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$13,739TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$77,856TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$5,267,943OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$3,422,240OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$1,372,413OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$10,257,493TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,582,466TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,773,940TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$15,004,268ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$15,004,268ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$25,261,761TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,582,466TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$18,778,208TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$6,053,392ExcessRevenueOverExpensesAmt
Net Investment Income$25,092,098NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$449,168CashBOYAmt
Cash EOY$369,362CashEOYAmt
Cash EOYFMV$369,362CashEOYFMVAmt
Acct Rcvbl BOY$0AcctRcvblBOYAmt
Acct Rcvbl EOY$0AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$0AcctRcvblEOYFMVAmt
Pledges Rcvbl BOY$0PledgesRcvblBOYAmt
Pledges Rcvbl EOY$0PledgesRcvblEOYAmt
Pledges Rcvbl EOYFMV$0PledgesRcvblEOYFMVAmt
Rcvbl From Officers BOY$0RcvblFromOfficersBOYAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Rcvbl From Officers EOYFMV$0RcvblFromOfficersEOYFMVAmt
Other Nts And Loans Rcvbl$0OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$0OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$0OtherNtsAndLoansRcvblEOYFMVAmt
Prepaid Expenses BOY$10,676PrepaidExpensesBOYAmt
Prepaid Expenses EOY$10,676PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$10,676PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$23,238,457USGovernmentObligationsBOYAmt
US Government Obligations EOY$24,303,787USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$24,303,787USGovtObligationsEOYFMVAmt
Corporate Stock BOY$0CorporateStockBOYAmt
Corporate Stock EOY$0CorporateStockEOYAmt
Corporate Stock EOYFMV$0CorporateStockEOYFMVAmt
Corporate Bonds BOY$0CorporateBondsBOYAmt
Corporate Bonds EOYFMV$0CorporateBondsEOYFMVAmt
Invst Land Cost Or Other Basis$0InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation$0InvstLandAccumDepreciationAmt
Land Bldg Investments BOY$0LandBldgInvestmentsBOYAmt
Land Bldg Investments EOYFMV$0LandBldgInvestmentsEOYFMVAmt
Other Investments BOY$349,539,705OtherInvestmentsBOYAmt
Other Investments EOY$350,844,821OtherInvestmentsEOYAmt
Other Investments EOYFMV$350,844,821OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$517,316LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$508,787LandBldgEquipAccumDeprecAmt
Land BOY$61,340LandBOYAmt
Land EOY$8,529LandEOYAmt
Land EOYFMV$8,529LandEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$373,299,346TotalAssetsBOYAmt
Total Assets EOY$375,537,175TotalAssetsEOYAmt
Total Assets EOYFMV$375,537,175TotalAssetsEOYFMVAmt
Accounts Payable EOY$1,440AccountsPayableEOYAmt
Loans From Officers BOY$0LoansFromOfficersBOYAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable BOY$0MortgagesAndNotesPayableBOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,440TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$373,299,346NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$375,535,735NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$373,299,346TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$375,535,735TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$373,299,346TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$375,537,175TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$373,299,346TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$6,053,392ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$379,352,738SubtotalAmt
Other Decreases$3,817,003OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$375,535,735TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtExcess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
GAIN/LOSS ON PUBLICLY TRADED SECURITIESP$5,905,685$5,905,685$0$5,905,685
GAIN/LOSS FROM PASS-THROUGH INVESTMENTSP$8,956,321$8,956,321$0$8,956,321
FieldValueIRS element (for citing)
Capital Gain Net Income$14,862,006CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$0NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$348,780InvestmentIncomeExciseTaxAmt
Subtotal$348,780SubtotalAmt
Tax Based On Investment Income$348,780TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$328,388EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$50,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$378,388TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$29,608OverpaymentAmt
Applied To ES Tax$29,608AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Org Report Or Register StateHIOrgReportOrRegisterStateCd
Org Report Or Register StateINOrgReportOrRegisterStateCd
Org Report Or Register StateLAOrgReportOrRegisterStateCd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website Addresswww.rmff.orgWebsiteAddressTxt
Individual With BooksKevin KessingerIndividualWithBooksNm
Phone3178467111PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1820 Massachusetts Ave Suite 1365AddressLine1Txt
CityIndianapolisCityNm
State AbbreviationINStateAbbreviationCd
ZIP46204ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DANIEL C APPEL
820 Massachusetts AveSuite 1365IndianapolisIN46204CHAIRMAN1.000$0$0$0
AMANDULA N ANDERSON
820 Massachusetts AveSuite 1365IndianapolisIN46204DIRECTOR1.000$0$0$0
BRYAN A MILLS
820 Massachusetts AveSuite 1365IndianapolisIN46204DIRECTOR1.000$0$0$0
CHRISTOPHER M CALLAHAN
820 Massachusetts AveSuite 1365IndianapolisIN46204DIRECTOR1.000$0$0$0
JEFFREY HARRISON
820 Massachusetts AveSuite 1365IndianapolisIN46204DIRECTOR1.000$0$0$0
JONATHAN B FAIRBANKS
820 Massachusetts AveSuite 1365IndianapolisIN46204DIRECTOR1.000$0$0$0
MARIO RODRIGUEZ
820 Massachusetts AveSuite 1365IndianapolisIN46204DIRECTOR1.000$0$0$0
THOMAS H RISTINE
820 Massachusetts AveSuite 1365IndianapolisIN46204DIRECTOR1.000$0$0$0
ZAINAB BASS
820 Massachusetts AveSuite 1365IndianapolisIN46204DIRECTOR1.000$0$0$0
CLAIRE FIDDIAN-GREEN
820 Massachusetts AveSuite 1365IndianapolisIN46204CEO40.000$415,557$62,219$0
ELLEN QUIGLEY
820 Massachusetts AveSuite 1365IndianapolisIN46204VP OF PROGRAMS40.000$250,121$19,805$0
KEVIN KESSINGER
820 Massachusetts AveSuite 1365IndianapolisIN46204CFO40.000$232,144$54,015$0
ANDREA FARMER
820 Massachusetts AveSuite 1365IndianapolisIN46204CCO40.000$178,955$43,360$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
EMILYN WHITESELL
820 Massachusetts AveSuite 1365IndianapolisIN46204SR DIR OF LEARNING40.000$164,936$41,176$0
KATHRYN NIELSEN
820 Massachusetts AveSuite 1365IndianapolisIN46204SR PROGRAM OFFICER40.000$128,652$30,435$0
SCOTT SEMESTER
820 Massachusetts AveSuite 1365IndianapolisIN46204EXECUTIVE ASSISTANT40.000$92,724$20,117$0
TRACI JOHNSON
820 Massachusetts AveSuite 1365IndianapolisIN46204PROG ADMIN40.000$76,294$18,173$0
SARAH HAWKINS
820 Massachusetts AveSuite 1365IndianapolisIN46204SR PROGRAM OFFICER32.000$56,982$22,089$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
Hall Capital Partners
One Maritime Plaza 6th FloorSan FranciscoCA94111Investment management services$462,825
Well Done Marketing
1043 Virginia Ave Suite 1AINDIANAPOLISIN46203COMMUNICATION SERVICES$259,853
Resultant LLC
111 Monument Circle Suite 202INDIANAPOLISIN46204INFORMATION TECHNOLOGY SERVICES$184,173
RTI INTERNATIONAL
3040 CORNWALLIS ROADRESEARCH TRIANGLE PARKNC27709PROVIDES RESEARCH, DEVELOPMENT AND TECHNICAL SERVICES$114,191
Crowe LLP
320 E Jerrerson Blvd PO Box 7SOUTH BENDIN466240007Tax & Accounting Services$73,257
FieldValueIRS element (for citing)
Contractor Paid Over50k2ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$58,647,290AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$232,790AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$312,640,605FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$371,520,685TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$371,520,685AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,572,810CashDeemedCharitableAmt
Net Vl Noncharitable Assets$365,947,875NetVlNoncharitableAssetsAmt
Minimum Investment Return$18,297,394MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$18,297,394MinimumInvestmentReturnAmt
Tax Based On Investment Income$348,780TaxBasedOnInvestmentIncomeAmt
Total Tax$348,780TotalTaxAmt
Distributable Before Adj$17,948,614DistributableBeforeAdjAmt
Distributable Before Ded$17,948,614DistributableBeforeDedAmt
Distributable As Adjusted$17,948,614DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$18,778,208ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$18,778,208QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$17,948,614DistributableAsAdjustedAmt
Undistributed Income PY$17,327,458UndistributedIncomePYAmt
Prior Year12021PriorYear1Yr
Prior Year22020PriorYear2Yr
Prior Year32019PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$18,778,208QualifyingDistributionsAmt
Applied To Year1$17,327,458AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,450,750AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$16,497,864UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$0ExcessFromYear1Amt
Excess From Current Year$0ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (167 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ACLU of Indiana Foundation
1031 E Washington StreetIndianapolisIN46202NonePCMatching Gift Donation$100
American Cabaret Theatre
924 N Pennsylvania Street Suite BIndianapolisIN46204NonePCMatching Gift Donation 2023$1,000
Beech Grove City Schools
5334 Hornet AveBeech GroveIN46107NoneGOVCollege Matters Stage 1$40,000
Brebeuf Jesuit Preparatory School (Non PM)
2801 W 86th StreetIndianapolisIN46268NonePC2023 Matching Gift Donation$2,500
Brown University
PO Box 1877ProvidenceRI02912NonePCMatching Gift Donation$1,000
Butler University
4600 Sunset AvenueIndianapolisIN462083485NonePC2023 Matching Gift Donation$1,500
Calvary Chapel of Brandon Inc
PO Box 3310BrandonFL33509NonePCMatching Gift Donation$15,000
Campus Crusade for Christ Inc
100 Lake Hart Drive 2400OrlandoFL32832NonePC2023 Matching Gift Donation$800
Campus Crusade for Christ Inc
100 Lake Hart Drive 2400OrlandoFL32832NonePCMatching Gift Donation$1,200
Cancer Services of Northeast Indiana
6316 Mutual DrFort WayneIN46825NonePC2023 Matching Gift Donation$150
Candid
4801 Courthouse Street Suite 220WilliamsburgVA23188NonePC2023 Annual Membership$10,000
Center for Leadership Development
2425 Dr Martin Luther King Jr StrIndianapolisIN46208NonePCSupport for expanded FAFSA/college enrollment supports as part of College Matters$100,000
Central Indiana Corporate Partnership Foundation Inc
1210 Waterway Blvd Suite 5000IndianapolisIN46202NoneSO IBusiness Equity for Indy Organizational Capacity and Report Card$333,333
Central Indiana Corporate Partnership Foundation Inc
1210 Waterway Blvd Suite 5000IndianapolisIN46202NoneSO IContinued funding for Ascend's Indiana Youth Apprenticeship Marion County Pilot and Statewide Master Plan$2,800,000
Central Indiana Corporate Partnership Foundation Inc
1210 Waterway Blvd Suite 5000IndianapolisIN46202NoneSO IGeneral Operating Support for BioCrossroads 2021-2023$500,000
Central Indiana Corporate Partnership Foundation Inc
1210 Waterway Blvd Suite 5000IndianapolisIN46202NoneSO I2023 Annual Membership$16,500
Central Indiana Land Trust
1500 N Delaware StreetIndianapolisIN46202NonePC2023 Matching Gift Donation$1,500
Central Indiana Land Trust
1500 N Delaware StreetIndianapolisIN46202NonePCGift Honoring the life and service of Len Betley$10,000
Chinese Community Church of Indianapolis
3405 E 116th StCarmelIN46033NonePCMatching Gift Donation$150
Christel House Academy
3808 Shelby Street Suite 2IndianapolisIN46227NonePCCollege Matters Stage 1$40,000
Circle City Fellows
6542 Grosvenor PlaceIndianapolisIN46220NonePC2023 Matching Gift Donation$400
Columbia Business School
622 West 113th Street MAIL CODE 452New YorkNY10025NonePCMatching Gift Donation$3004
Columbia Business School
622 West 113th Street MAIL CODE 452New YorkNY10025NonePCMatching Gift Donation$2004
Community Health Network Foundation
7330 Shadeland Station Suite 150IndianapolisIN46256NoneSO II2023 Circle of Hope Lunch Sponsorship$2,500
Community Health Network Foundation
7330 Shadeland Station Suite 150IndianapolisIN46256NoneSO II2023 Matching Gift Donation$10,800
Community Health Network Foundation
7330 Shadeland Station Suite 150IndianapolisIN46256NoneSO IIMatching Gift Donation$3,600
Crown Hill Heritage Foundation
700 West 38th StreetIndianapolisIN46208NonePCFamily Legacy Grant designated for Historic Preservation and Education Programs 2023-2024$25,000
dba Fresh Arts Coalition
PO Box 66494HoustonTX77266NonePCMatching Gift Donation$12,000
Dove Recovery House for Women Inc
3551 N Meridian St Suite 110IndianapolisIN46208NonePCMatching Gift Donation$100
Dress for Success Indianapolis
820 N Meridian StreetIndianapolisIN46204NonePC2023 Matching Gift Donation$3,000
Eagle Creek Park Foundation
7840 W 56th StIndianapolisIN46254NonePCMatching Gift Donation$1,500
Early Learning Indiana
1411 Roosevelt Avw Suite 202IndianapolisIN46201NonePCGetting On Track Early for School Success (GoT)$750
Economic Club of Indiana Inc
1630 N Meridian StreetIndianapolisIN46202NonePC2023-2024 Platinum Sponsorship$10,000
EdChoice
111 Monument Circle Suite 2650IndianapolisIN46204NonePCOperating Support 2023-2025$250,000
Eiteljorg Museum of American Indians & Western Art
500 W Washington StreetIndianapolisIN46204NonePCMatching Gift Donation$3,750
EmployIndy
101 W Washington Street Suite 1200IndianapolisIN46204NonePCMayor's Celebration of Diversity Breakfast Table$625East Tower
Enlace Academy Inc
3725 North Kiel AvenueIndianapolisIN46224NonePCMatching Gift Donation$250
Eskenazi Health Foundation Inc
720 Eskenazi Avenue Fifth Third BuiIndianapolisIN46202NonePCSupport for three Health Equity Zones to reduce health disparities by addressing social determinants of health$1,000,000lding
Eskenazi Health Foundation Inc
720 Eskenazi Avenue Fifth Third BuiIndianapolisIN46202NonePC2023 Matching Gift Donation$15,000lding
ETH Zurich Foundation USA
100 Wall St Fl 10New YorkNY10005NonePCCEMETS iLab Indiana$186,959
Family Promise of Greater Indianapolis
1850 N Arsenal AvenueIndianapolisIN46218NonePC2023 Charitable Grant$25,000
Footlite Musicals Inc
1847 N Alabama StreetIndianapolisIN46202NonePCMatching Gift Donation$100
Girls Incorporated of Greater Indianapolis
3935 N Meridian StreetIndianapolisIN46208NonePC2023 Matching Gift$250
Goodwill Foundation of Central and Southern Indiana
1635 W Michigan StreetIndianapolisIN46222NonePCCollege Matters Stage 1$50,000
Grantmakers In Health
1100 Connecticut Avenue NW Suite 11WashingtonDC20036NonePC2023 Membership Renewal$3,32500
Greater Indianapolis Literacy League Inc dba Indy Reads
1066 Virginia AveIndianapolisIN46203NonePC2023 Matching Gift Donation$750
Greater Lafayette Young Life
3601 Sagamore Pkwy N Suite ALafayetteIN47904NonePCGift Honoring Susan Luse's Service$250
Harrison Center for the Arts
1505 North DelawareIndianapolisIN46202NoneSO I2023 Matching Gift Donation$260
HealthNet Inc
901 Shelby Street 3rd FloorIndianapolisIN46203NonePC2023 Charitable Grant$25,000
Herron Classical Schools - Herron and Riverside High Schools
2650 Dr Martin Luther King Jr St 88IndianapolisIN46208NonePCCollege Matters Stage 1$50,0001134
Herron Classical Schools - Herron and Riverside High Schools
2650 Dr Martin Luther King Jr St 88IndianapolisIN46208NonePC2023 Matching Gift Donation$2501134
Herron Classical Schools - Herron and Riverside High Schools
2650 Dr Martin Luther King Jr St 88IndianapolisIN46208NonePC2023 Matching Gift Donation$2751134
Historic Landmarks Foundation of Indiana Inc dba Indiana Landmarks
1201 Central AvenueIndianapolisIN46202NonePCFamily Legacy Grant for General Operating Support 2023-2024$50,000
Holliday Park Foundation
6363 Spring Mill RoadIndianapolisIN46260NonePC2023 Matching Gift Donation$1,750
Horizon House Inc
1033 E Washington StreetIndianapolisIN46202NonePC2023 Charitable Grant$25,000
Humane Society of Indianapolis
7929 N Michigan RoadIndianapolisIN46268NonePCMatching Gift Donation$300
Immigrant Welcome Center
40 East St Clair StreetIndianapolisIN46204NonePC2023 Matching Gift Donation$4,050
Indiana Black Expo Inc
601 N Shortridge RoadIndianapolisIN46219NonePCSupport for expanded FAFSA/college enrollment supports as part of College Matters$100,000
Indiana Commission for Higher Education
1010 W Ohio Street 300IndianapolisIN46204NoneGOVSupport for expanded FAFSA/college enrollment supports as part of College Matters$161,000
Indiana Diaper Bank
9511 Angola Ct Suite 221IndianapolisIN46268NonePCMatching Gift Donation$519
Indiana Latino Institute Inc
2126 N Meridian Street Suite 100IndianapolisIN46202NonePCSupport for expanded FAFSA/college enrollment supports as part of College Matters$150,000
Indiana Latino Institute Inc
2126 N Meridian Street Suite 100IndianapolisIN46202NonePCSupport for 2023 Indiana Latino Education Summit$5,000
Indiana Philanthropy Alliance
115 West Washington Street Suite 95IndianapolisIN46204NonePC2023 Membership and Leadership Circle$20,5000
Indiana Public Health Association
615 N AlabamaIndianapolisIN46204NonePCSponsorship of Indiana Public Health Celebration & Awards- Elevating the Momentum$2,500
Indiana University Foundation
PO Box 500BloomingtonIN474020500NonePC2023 Matching Gift Donation$2,250
Indiana University Health Foundation
1633 N Capitol Avenue Suite 1200IndianapolisIN46202NoneSO IDCS Virtual Peer Recovery Coach Expansion-$75,535
Indiana Youth Group
3733 N Meridian StreetIndianapolisIN46208NonePC2023 Charitable Grant$25,000
Indianapolis Chamber of Commerce Foundation
111 Monument Circle Suite 1950IndianapolisIN46204NoneSO IBusiness Equity for Indy Best Practice Implementation Pilot$242,417
Indianapolis Chamber of Commerce Foundation
111 Monument Circle Suite 1950IndianapolisIN46204NoneSO IModern Youth Apprenticeship Program-Employer Engagement Strategy & Planning$100,000
Indianapolis Jazz Foundation
PO Box 20857IndianapolisIN46220NonePC2023 Matching Gift Donation$750
Indianapolis Public Schools
120 East WalnutIndianapolisIN46204NoneGOVCollege Matters Stage 1$58,113
Indianapolis Shakespeare Company
PO BOX 55396IndianapolisIN46205NonePC2023 Matching Gift Donation$750
Indianapolis Urban League
777 Indiana AvenueIndianapolisIN46202NonePCSupport for expanded FAFSA/college enrollment supports as part of College Matters$100,000
Indianapolis Urban League
777 Indiana AvenueIndianapolisIN46202NonePCIndianapolis Equal Opportunity Day Sponsorship 2023$5,000
Indianapolis Zoological Society Inc
1200 West Washington Street POBox 2IndianapolisIN462220309NonePCGift Honoring life and service of Roger Snowdon$5002309
Indianapolis Zoological Society Inc
1200 West Washington Street POBox 2IndianapolisIN462220309NonePC2023 Indianapolis Prize Gala Sponsorship$6,0002309
Indianapolis Zoological Society Inc
1200 West Washington Street POBox 2IndianapolisIN462220309NonePCMatching Gift Donation$3,7502309
Indianapolis Zoological Society Inc
1200 West Washington Street POBox 2IndianapolisIN462220309NonePCMatching Gift Donation$30,0002309
Institute for Quality Education
101 West Ohio Street Suite 700IndianapolisIN46204NonePCOperating Support 2023-2025$600,000
Institute for Quality Education
101 West Ohio Street Suite 700IndianapolisIN46204NonePC2023 Indiana Educational Excellence Awards Gala$20,000
Irvington Community Schools
5751 University AveIndianapolisIN46219NonePCCollege Matters Stage 1$37,500
Joy's House
2028 E Broad Ripple AvenueIndianapolisIN46220NonePC2023 Matching Gift Donation$4,500
Kheprw Institute
3549 Boulevard PlaceIndianapolisIN46208NonePCMatching Gift Donation$125
Kheprw Institute
3549 Boulevard PlaceIndianapolisIN46208NonePCMatching Gift Donation$300
KIPP Indy Public Schools
1740 E 30th StIndianapolisIN46218NonePCCollege Matters Stage 1$37,500
Leelanau Conservancy
PO Box 1007 105 N First StreetLelandMI49654NonePCMatching Gift Donation$7,500
Lyn House Inc
1155 Tecumseh StIndianapolisIN46201NonePCMatching Gift Donation$600
Maestra Music Inc
215 W 104th Street 237New YorkNY10025NonePCMatching Gift Donation$154
Marian University
3200 Cold Spring Road ATTN AdvancemIndianapolisIN462221997NonePCSchool of Engineering$1,000,000ent
Marian University
3200 Cold Spring Road ATTN AdvancemIndianapolisIN462221997NonePC2023 Matching Gift Donation$6,000ent
Memorial Hermann Foundation
929 Gessner Suite 2650HoustonTX77024NoneSO IMatching Gift Donation$6,000
Mental Health America of Indiana
1431 North Delaware StreetIndianapolisIN46202NonePCSponsorship for the Indiana Mental Health and Addiction Conference$10,000
Michiana Covenant Presbyterian Church
14567 Cleveland RoadGrangerIN46530NonePCMatching Gift Donation$420
Michiana Covenant Presbyterian Church
14567 Cleveland RoadGrangerIN46530NonePCMatching Gift Donation$210
Midtown Church
5610 Broadway StIndianapolisIN46220NonePC2023 Matching Gift Donation$1,400
Midtown Church
5610 Broadway StIndianapolisIN46220NonePCMatching Gift Donation$1,350
Mitch Daniels Leadership Foundation
880 W Monon Green Blvd Suite 101CarmelIN46032NonePCMitch Daniels Leadership Foundation Annual Event Sponsorship$5,000
Mitch Daniels Leadership Foundation
880 W Monon Green Blvd Suite 101CarmelIN46032NonePC2023 Matching Gift Donation$1,021
MSD of Warren Township
975 N Post RoadIndianapolisIN46219NoneGOVCollege Matters Stage 1$60,000
MSD of Decatur Township
5275 Kentucky AveIndianapolisIN46221NoneGOVCollege Matters Stage 1$50,000
MSD of Lawrence Township
6501 Sunnyside RdIndianapolisIN46236NoneGOVCollege Matters Stage 1$60,000
MSD of Pike Township
6901 Zionsville RoadIndianapolisIN46268NoneGOVCollege Matters Stage 1$50,000
MSD of Washington Township
8550 Woodfield Crossing BlvdIndianapolisIN46240NoneGOVCollege Matters Stage 1$45,187
MSD of Wayne Township
1220 S High School RdIndianapolisIN46241NoneGOVCollege Matters Stage 1$60,000
National Opinion Research Center (NORC)
1155 E 60th StreetChicagoIL60637NonePCGetting on Track Early for School Success (GoT)$309,570
Newfields
4000 Michigan RoadIndianapolisIN462083326NonePCVirginia B. Fairbanks Art & Nature Park$1,000,000
Newfields
4000 Michigan RoadIndianapolisIN462083326NonePCMatching Gift Donation$7,500
Noblesville Youth Baseball
PO Box 721NoblesvilleIN46061NonePC2023 Matching Gift Donation$15,000
Outreach Inc
2822 E New York StreetIndianapolisIN46201NonePC2023 Charitable Grant$25,000
PEAK Grantmaking
1701 Pennsylvania Ave NW Suite 200WashingtonDC20006NonePC2023 Membership$3,000
Perry Township Schools
6548 Orinoco AvenueIndianapolisIN46227NoneGOVCollege Matters Stage 1$60,000
Phalen Leadership Academies
4352 N Mitthoeffer RoadIndianapolisIN46235NonePCCollege Matters Stage 1$37,500
Phoenix Theatre
705 N Illinois StIndianapolisIN46204NonePC2023 Matching Gift Donation$1,200
Phoenix Theatre
705 N Illinois StIndianapolisIN46204NonePCMatching Gift Donation$1,500
Plainfield Christian Church
800 Dan Jones RoadPlainfieldIN46168NonePC2023 Matching Gift Donation$1,600
Plainfield Christian Church
800 Dan Jones RoadPlainfieldIN46168NonePC2023 Matching Gift Donation$7,200
Plainfield Christian Church
800 Dan Jones RoadPlainfieldIN46168NonePCMatching Gift Donation$800
Planned Parenthood Federation of America
123 William Street 10th FlNew YorkNY10038NonePCMatching Gift Donation$350
Purdue Polytechnic High School
3029 E Washington StreetIndianapolisIN46201NonePCCollege Matters Stage 1$40,000
Purdue Polytechnic High School of Indianapolis
3029 E Washington StreetIndianapolisIN46201NonePCExpansion to Pike Township and Credit Alignment Technology$1,750,000
Purdue Research Foundation
403 West Wood StreetWest LafayetteIN47907NonePC2023 Matching Gift Donation$500
Saint Joan of Arc Catholic Church
4217 N Central AvenueIndianapolisIN46205NonePC2023 Matching Gift Donation$100
Save the Children
501 Kings Highway Easte Suite 400FairfieldCT06825NonePCMatching Gift Donation$715
Second Presbyterian Church
7700 N Meridian StreetIndianapolisIN46260NonePC2023 Matching Gift Donation$3,000
Second Presbyterian Church
7700 N Meridian StreetIndianapolisIN46260NonePC2023 Matching Gift Donation$1,500
Second Presbyterian Church
7700 N Meridian StreetIndianapolisIN46260NonePC2023 Matching Gift Donation$1,500
Second Presbyterian Church
7700 N Meridian StreetIndianapolisIN46260NonePCMatching Gift Donation$2,700
ShareCare of Leelanau Inc
407 S Main StreetLelandMI49654NonePC2023 Matching Gift Donation$750
Shepherd Community Center Inc
4107 East Washington StreetIndianapolisIN46201NonePCGift Honoring Irene Jackson's Service$250
Shepherd Community Center Inc
4107 East Washington StreetIndianapolisIN46201NonePCMatching Gift Donation$4,520
Social and Environmental Entrepreneurs
23564 Calabasas Road Suite 201CalabasasCA91302NonePCNational SUD Funders Membership$1,000
Southeast Community Services Inc
901 Shelby StreetIndianapolisIN46203NonePCMatching Gift Donation$200
St Andrew's School DE Inc
350 Noxontown RoadMiddletownDE19709NonePCMatching Gift Donation$12,000
Summer Stock Stage Inc
P O Box 55012IndianapolisIN46205NonePC2023 Matching Gift Donation$1,500
Summer Stock Stage Inc
P O Box 55012IndianapolisIN46205NonePC2023 Matching Gift Donation$4,500
Teach Indy
1630 N Meridian St Ste 450IndianapolisIN46202NonePC2023 Strategic Plan Development$175,000
TeenWorks Inc
2820 N Meridian Street Suite 1250IndianapolisIN46208NoneSO I2023 Matching Gift Donation$3,000
TeenWorks Inc
2820 N Meridian Street Suite 1250IndianapolisIN46208NoneSO IMatching Gift Donation$750
The Damien Center
26 N Arsenal AveIndianapolisIN46201NonePCCapital Support for New Facility$250,000
The Indianapolis Foundation
615 N Alabama St 300IndianapolisIN46204NonePCHousing to Recovery Fund$500,000
The Julian Center Inc
2011 North Meridian StreetIndianapolisIN46202NonePCMatching Gift Donation$300
The Mind Trust
1630 N Meridian Street Suite 450IndianapolisIN46202NoneSO IPilot to improve math instruction in Marion County in partnership with Instruction Partners$210,000
The Mind Trust
1630 N Meridian Street Suite 450IndianapolisIN46202NoneSO IGeneral Operating Support 2023-2025$1,250,000
The PourHouse Inc
52 N Layman AveIndianapolisIN46219NonePC2023 Charitable Grant$25,000
The PourHouse Inc
52 N Layman AveIndianapolisIN46219NonePC2023 Matching Gift Donation$225
Traders Point Christian Church
6590 S Indianapolis RoadWhitestownIN46075NonePCMatching Gift Donation$4,520
Traders Point Christian Schools
5770 Whitestown ParkwayWhitestownIN46075NonePC2023 Matching Gift Donation$9,900
United Way of Central Indiana
2955 N Meridian Street Suite 300IndianapolisIN46208NonePCSemester 2023-Payroll Matching Gift$600
United Way of Central Indiana
2955 N Meridian Street Suite 300IndianapolisIN46208NonePCHawkins 2023-Payroll Matching Gift$120
United Way of Central Indiana
2955 N Meridian Street Suite 300IndianapolisIN46208NonePCWhitesell 2023- Payroll Matching Gift$960
United Way of Central Indiana
2955 N Meridian Street Suite 300IndianapolisIN46208NonePCQuigley 2023- Payroll Matching Gift$600
United Way of Central Indiana
2955 N Meridian Street Suite 300IndianapolisIN46208NonePCKessinger 2023-Payroll Matching Gift$1,200
United Way of Central Indiana
2955 N Meridian Street Suite 300IndianapolisIN46208NonePCJohnson 2023-Payroll Matching Gift$1,560
United Way of Central Indiana
2955 N Meridian Street Suite 300IndianapolisIN46208NonePCFiddian-Green 2023- Payroll Matching Gift$2,520
United Way of Central Indiana
2955 N Meridian Street Suite 300IndianapolisIN46208NonePCFarmer 2023-Payroll Matching Gift$1,200
Victory College Prep
1780 Sloan AveIndianapolisIN46203NonePCCollege Matters Stage 1$37,500
Wabash College
301 W Wabash AveCrawfordsvilleIN47933NonePCMatching Gift Donation$3,000
Wabash Valley Family Sports Center
599 S Tabortown StTerre HauteIN47803NonePC2023 Matching Gift Donation$3,000
WFYI
1630 N Meridian StreetIndianapolisIN462021429NonePCContinued Support for Side Effects Health Reporting and Expanded Education Reporting$260,000
WFYI
1630 N Meridian StreetIndianapolisIN462021429NonePCSupport for Side Effects Health Reporting and Expanded Education Reporting$300,000
WFYI
1630 N Meridian StreetIndianapolisIN462021429NonePC2023 Matching Gift Donation$1,500
WFYI
1630 N Meridian StreetIndianapolisIN462021429NonePCMatching Gift Donation$300
WFYI
1630 N Meridian StreetIndianapolisIN462021429NonePCMatching Gift Donation$250
WFYI
1630 N Meridian StreetIndianapolisIN462021429NonePCMatching Gift Donation$7,500
Wheeler Mission Ministries
205 East New York StreetIndianapolisIN46217NonePC2023 Matching Gift Donation$500
William & Mary
5300 Discovery Park BlvdWilliamsburgVA23124NoneGOV2023 Matching Gift Donation$2,000
Young Life
136 S 9th Street Suite 28NoblesvilleIN46060NonePC2023 Matching Gift Donation$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$15,004,268TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (31 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
Beech Grove City Schools
5334 Hornet AveBeech GroveIN46107NoneGOVCollege Matters Stage 1$120,000
Center for Leadership Development
2425 Dr Martin Luther King Jr StrIndianapolisIN46208NonePCSupport for expanded FAFSA/college enrollment supports as part of College Matters$200,000
Central Indiana Corporate Partnership Foundation Inc
1210 Waterway Blvd Suite 5000IndianapolisIN46202NoneSO IBusiness Equity for Indy Organizational Capacity and Report Card$333,334
Central Indiana Corporate Partnership Foundation Inc
1210 Waterway Blvd Suite 5000IndianapolisIN46202NoneSO IContinued funding for Ascend's Indiana Youth Apprenticeship Marion County Pilot and Statewide Master Plan$2,000,000
Christel House Academy
3808 Shelby Street Suite 2IndianapolisIN46227NonePCCollege Matters Stage 1$120,000
EdChoice
111 Monument Circle Suite 2650IndianapolisIN46204NonePCOperating Support 2023-2025$500,000
Eskenazi Health Foundation Inc
720 Eskenazi Avenue Fifth Third BuiIndianapolisIN46202NonePCSupport for three Health Equity Zones to reduce health disparities by addressing social determinants of health$2,000,000lding
Goodwill Foundation of Central and Southern Indiana
1635 W Michigan StreetIndianapolisIN46222NonePCCollege Matters Stage 1$150,000
Herron Classical Schools - Herron and Riverside High Schools
2650 Dr Martin Luther King Jr St 88IndianapolisIN46208NonePCCollege Matters Stage 1$150,0001134
Indiana Black Expo Inc
601 N Shortridge RoadIndianapolisIN46219NonePCSupport for expanded FAFSA/college enrollment supports as part of College Matters$200,000
Indiana Commission for Higher Education
1010 W Ohio Street 300IndianapolisIN46204NoneGOVSupport for expanded FAFSA/college enrollment supports as part of College Matters$202,000
Indiana Latino Institute Inc
2126 N Meridian Street Suite 100IndianapolisIN46202NonePCSupport for expanded FAFSA/college enrollment supports as part of College Matters$300,000
Indianapolis Public Schools
120 East WalnutIndianapolisIN46204NoneGOVCollege Matters Stage 1$181,888
Indianapolis Urban League
777 Indiana AvenueIndianapolisIN46202NonePCSupport for expanded FAFSA/college enrollment supports as part of College Matters$200,000
Institute for Quality Education
101 West Ohio Street Suite 700IndianapolisIN46204NonePCOperating Support 2023-2025$300,000
Irvington Community Schools
5751 University AveIndianapolisIN46219NonePCCollege Matters Stage 1$108,000
KIPP Indy Public Schools
1740 E 30th StIndianapolisIN46218NonePCCollege Matters Stage 1$112,500
Marian University
3200 Cold Spring RoadIndianapolisIN462221997NonePCSchool of Engineering$3,000,000
MSD of Warren Township
975 N Post RoadIndianapolisIN46219NoneGOVCollege Matters Stage 1$180,000
MSD of Decatur Township
5275 Kentucky AveIndianapolisIN46221NoneGOVCollege Matters Stage 1$150,000
MSD of Lawrence Township
6501 Sunnyside RdIndianapolisIN46236NoneGOVCollege Matters Stage 1$180,000
MSD of Pike Township
6901 Zionsville RoadIndianapolisIN46268NoneGOVCollege Matters Stage 1$150,000
MSD of Washington Township
8550 Woodfield Crossing BlvdIndianapolisIN46240NoneGOVCollege Matters Stage 1$132,563
MSD of Wayne Township
1220 S High School RdIndianapolisIN46241NoneGOVCollege Matters Stage 1$180,000
Newfields
4000 Michigan RoadIndianapolisIN462083326NonePCVirginia B. Fairbanks Art & Nature Park$4,000,000
Perry Township Schools
6548 Orinoco AvenueIndianapolisIN46227NoneGOVCollege Matters Stage 1$180,000
Phalen Leadership Academies
4352 N Mitthoeffer RoadIndianapolisIN46235NonePCCollege Matters Stage 1$112,500
Purdue Polytechnic High School
3029 E Washington StreetIndianapolisIN46201NonePCCollege Matters Stage 1$120,000
The Mind Trust
1630 N Meridian Street Suite 450IndianapolisIN46202NoneSO IGeneral Operating Support 2023-2025$1,750,000
Victory College Prep
1780 Sloan AveIndianapolisIN46203NonePCCollege Matters Stage 1$112,500
WFYI
1630 N Meridian StreetIndianapolisIN462021429NonePCContinued Support for Side Effects Health Reporting and Expanded Education Reporting$2,140,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$19,565,285TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$394,009ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Business901101BusinessCd
Unrelated Business Taxbl Incm$39,816UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion$3,351,568ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business901101BusinessCd
Unrelated Business Taxbl Incm$4,304UnrelatedBusinessTaxblIncmAmt
Exclusion18ExclusionCd
Exclusion$14,862,006ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business901101BusinessCd
Unrelated Business Taxbl Incm$595,672UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion$12,067,778ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$639,792UnrelatedBusinessTaxblIncmAmt
Exclusion$30,675,361ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$31,315,153TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccounting FeesCategoryTxt
Amt$73,582Amt
Net Investment Income$44,149NetInvestmentIncomeAmt
Disbursements Charitable Prps$29,433DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (2 entries)

PropertyPropertyDescComputation MethodComputationMethodTxtCurrent Year ExpenseCurrentYearExpenseAmtNet Investment IncomeNetInvestmentIncomeAmt
FIXED ASSETSSTRAIGHT LINE$52,812$7,922
DEPLETION$624,090$554,177

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescHow AcquiredHowAcquiredTxtGross Sales PriceGrossSalesPriceAmtTotal NetTotalNetAmt
AVAILABLE UPON REQUEST
GAIN/LOSS FROM PUBLICLY TRADED INVESTMENTSP$5,905,685$5,905,685
AVAILABLE UPON REQUEST
GAIN/LOSS FROM PASS-THROUGH INVESTMENTSP$8,960,625$8,960,625

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$24,303,787USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$24,303,787USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
SHORT TERM INVESTMENTSFMV$34,029,731$34,029,731
HEDGE FUNDSFMV$63,847,781$63,847,781
OTHER ALTERNATIVE INVESTMENTSFMV$249,309,122$249,309,122
FAIRBANKS LIQUIDATING TRUSTFMV$3,658,187$3,658,187

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (2 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
FURNITURE AND FIXTURES$450,438$441,909$8,529$8,529
COMPUTERS AND SOFTWARE$66,878$66,878$0$0

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLegal FeesCategoryTxt
Legal Fees$71,324LegalFeesAmt
Net Investment Income$10,699NetInvestmentIncomeAmt
Disbursements Charitable Prps$60,625DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSSDesc
Amt$3,817,003Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PORTFOLIO INCOME DEDUCTIONS$132,858$132,858
COMMUNICATIONS$293,618$293,618
ADVERTISING$86,360$86,360
SOFTWARE FEES AND CONSULTING$57,328$8,599$48,729
COMPUTER SUPPLIES AND MAINTENANCE$82,422$12,363$70,059
TELECOMMUNICATIONS$14,722$2,208$12,514
PAYROLL SERVICE CHARGES$7,971$1,196$6,775
INSURANCE EXPENSE$31,523$4,728$26,795
MISCELLANOUS EXPENSE$24,308$3,646$20,662
DUES, SUBSCRIPTIONS & PUBLICATIONS$14,788$2,218$12,570
INTERNAL GRANTMAKING ACTIVITY$27,606$27,606
RESEARCH AND EVALUATION PROJECTS$411,988$411,988
PREVENTION MATTERS - NONGRANT$347,904$347,904
COLLEGE MATTERS - NONGRANT$6,833$6,833
FLOW THROUGH K-1 EXPENSE$3,727,714$3,254,424

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INVESTMENT RELATED INCOME (LOSSES)Desc
Revenue And Expenses Per Books$12,663,450RevenueAndExpensesPerBooksAmt
Net Investment Income$12,067,778NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CUSTODIAL FEES$1,736$1,736
INVESTMENT MANAGER FEES$117,639$117,639
INVESTMENT CONSULTANT FEES$462,825$462,825
OTHER PROFESSIONAL FEES$38,218$5,732$32,486

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
TAXES - FOREIGN$53,648$53,648
TAX ES - EXCISE$275,685

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