WALTHER CANCER FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WALTHER CANCER FOUNDATION INC (EIN 35-1650570)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2023-11-15
- IRS object ID
- 202333199349105198
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T13:24:27-06:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORVIS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 N Illinois Street | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351650570 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Walther Cancer Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % PATRICIA DEAN | InCareOfNm |
| Business Name Control | WALT | BusinessNameControlTxt |
| Phone | 3177086103 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9292 N Meridian St Suite 300 | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46260 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICIA DEAN | PersonNm |
| Person Title | COO/TREASURER | PersonTitleTxt |
| Phone | 3177086103 | PhoneNum |
| Signature | 2023-12-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PATRICIA | PersonFirstNm |
| Person Last | DEAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NICOLE B FISHBACK | PreparerPersonNm |
| PTIN | P01279475 | PTIN |
| Phone | 3173834000 | PhoneNum |
| Preparation | 2023-12-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $156,086,804 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,113 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,426,997 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,426,997 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,773,878 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $42,924,341 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,773,878 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$130,822 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$241,915 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,075,166 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,958,960 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $431,279 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $128,143 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $303,136 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $82,500 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $53,625 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $28,875 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $139,663 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $64,990 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $74,673 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $45,786 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $24,575 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $13,736 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,186,327 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,128,195 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $45,467 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $608 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $358 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $20,705 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $71,078 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $25,147 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $45,931 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $7,766 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,113 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,653 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $44,070 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,591 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $28,478 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,029,782 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,441,737 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $546,949 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,530,333 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,530,333 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,560,115 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,441,737 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,077,282 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,484,949 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,517,223 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $268,790 | CashBOYAmt |
| Cash EOY | $131,843 | CashEOYAmt |
| Cash EOYFMV | $131,843 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,979,454 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,056,255 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,056,255 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $10,857,978 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $7,469,825 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $7,469,825 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $44,373,742 | CorporateStockBOYAmt |
| Corporate Stock EOY | $47,240,693 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $47,240,693 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $10,238,016 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $13,072,369 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $13,072,369 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $84,471,698 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $84,932,061 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $84,932,061 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $468,957 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $404,508 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $79,944 | LandBOYAmt |
| Land EOY | $64,449 | LandEOYAmt |
| Land EOYFMV | $64,449 | LandEOYFMVAmt |
| Other Assets BOY | $303,925 | OtherAssetsBOYAmt |
| Other Assets EOY | $119,309 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $119,309 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $153,573,547 | TotalAssetsBOYAmt |
| Total Assets EOY | $156,086,804 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $156,086,804 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $0 | GrantsPayableBOYAmt |
| Deferred Revenue BOY | $0 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $1,632,520 | DeferredRevenueEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,632,520 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $153,573,547 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $154,454,284 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $0 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $0 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $153,573,547 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $154,454,284 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $153,573,547 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $156,086,804 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $153,573,547 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,484,949 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,365,686 | OtherIncreasesAmt |
| Subtotal | $154,454,284 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $154,454,284 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|
| VARIOUS K-1'S "DETAIL AVAILABLE UPON REQUEST" | $4,896,348 | -$4,896,348 | -$4,896,348 | |
| SIT INVESTMENTS | $20,471,366 | -$671,764 | -$671,764 | $19,799,602 |
| ALLSPRING | $2,979,218 | -$284,324 | -$284,324 | $2,694,894 |
| LAZARD | $7,245,663 | $702,938 | $702,938 | $7,948,601 |
| FDN MUTUAL FUND | $5,555,248 | $933,535 | $933,535 | $6,488,783 |
| SPDR GOLD ETF | $2,620 | $269 | $269 | $2,889 |
| RA CAPITAL | $250,000 | $250,000 | $250,000 | |
| OVERLOOK | $2,000,000 | $2,000,000 | $2,000,000 | |
| TIFF | $1,000,000 | $1,000,000 | $1,000,000 | |
| ABRAMS | $1,250,000 | $1,250,000 | $1,250,000 | |
| HAWKEYE | $489,572 | $489,572 | $489,572 | |
| WELLINGTON ARCH | $1,000,000 | $1,000,000 | $1,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,773,878 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21,089 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $21,089 | SubtotalAmt |
| Tax Based On Investment Income | $21,089 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $54,643 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $54,643 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $33,554 | OverpaymentAmt |
| Applied To ES Tax | $33,554 | AppliedToESTaxAmt |
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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.WALTHER.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATRICIA DEAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3177086103 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9292 NORTH MERIDIAN STREET STE 30 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46260 | 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 | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| THOMAS GREIN | ||||||||
| 9292 N Meridian St | Indianapolis | IN | 46260 | DIRECTOR/PRESIDENT | 10.0 | $108,000 | $0 | $0 |
| CATHRYN FERREE | ||||||||
| 9292 N Meridian St | Indianapolis | IN | 46260 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| GREGORY L PEMBERTON | ||||||||
| 9292 N Meridian St | Indianapolis | IN | 46260 | CHAIRMAN | 2.0 | $0 | $0 | $0 |
| DANIEL APPEL | ||||||||
| 9292 N Meridian St | Indianapolis | IN | 46260 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| NANCY YAW | ||||||||
| 9292 N Meridian St | Indianapolis | IN | 46260 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| PATRICIA DEAN | ||||||||
| 9292 N Meridian St | Indianapolis | IN | 46260 | COO/TREASURER | 32.0 | $164,841 | $51,101 | $631 |
| JEREMIAH WISE | ||||||||
| 9292 N Meridian St | Indianapolis | IN | 46260 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| STEVEN IVY | ||||||||
| 9292 N Meridian St | Indianapolis | IN | 46260 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| D CRAIG BRATER | ||||||||
| 9292 N Meridian St | Indianapolis | IN | 46260 | V.P. PROGRAMS/DIRECTOR | 16.0 | $108,000 | $0 | $0 |
| NADINE GIVENS | ||||||||
| 9292 N Meridian St | Indianapolis | IN | 46260 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| SUSAN LUSE | ||||||||
| 9292 N Meridian St | Indianapolis | IN | 46260 | SECRETARY | 20.0 | $50,438 | $22,947 | $600 |
| JAMIE VON ROENN | ||||||||
| 9292 N Meridian St | Indianapolis | IN | 46260 | DIRECTOR | 1.0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KELSEY STURGIS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9292 N MERIDIAN ST STE 300 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46260 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | SR FIN COORDINATOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $82,500 | CompensationAmt |
| Employee Benefits | $44,944 | EmployeeBenefitsAmt |
| Expense Account | $726 | ExpenseAccountAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| 9292 North Meridian LLC | |||||
| 9292 N Meridian Street Suite 150 | INDIANAPOLIS | IN | 46260 | Rent | $71,078 |
| Stifel Nicolaus and Company | |||||
| One Financial Plaza 501 N Broadway | ST LOUIS | MO | 63102 | Investment Consult. | $96,282 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | GRANT-MAKING TO FUND CANCER RESEARCH WITH TWO PRIMARY GOALS: TO SUPPORT CANCER RESEARCH WITH THE AIM OF DISCOVERING BETTER TREATMENTS, IF NOT CURES, AND TO DEVELOP A | Description1Txt |
| Expenses1 | $7,530,333 | Expenses1Amt |
| Description2 | COMPREHENSIVE APPROACH FOR SUPPORTING PATIENTS WITH CANCER AND THEIR FAMILIES. | Description2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $149,773,622 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,404,344 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $155,177,966 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $155,177,966 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,327,669 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $152,850,297 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,642,515 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,642,515 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,089 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21,089 | TotalTaxAmt |
| Distributable Before Adj | $7,621,426 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $7,621,426 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $7,621,426 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,077,282 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $8,077,282 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,621,426 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $6,479,664 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,077,282 | QualifyingDistributionsAmt |
| Applied To Year1 | $6,479,664 | AppliedToYear1Amt |
| Applied To Current Year | $1,597,618 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $6,023,808 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Grants Paid - See Attached Schedule | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9292 N Meridian St Ste 300 | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46260 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | See Attached Schedule | GrantOrContributionPurposeTxt |
| Amt | $7,530,333 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,530,333 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Grants Approved for Future - See Attached | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9292 N Meridian St Ste 300 | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46260 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SEE ATTACHED SCHEDULE | GrantOrContributionPurposeTxt |
| Amt | $0 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $11,466,139 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,426,997 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,773,878 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $111,093 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$241,915 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $111,093 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,958,960 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,070,053 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $45,786 | Amt |
| Net Investment Income | $24,575 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,736 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE OBLIGATIONS | $4,264,910 | $4,264,910 |
| MUTUAL FUNDS - FIXED INCOME | $8,807,459 | $8,807,459 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITIES | $18,407,728 | $18,407,728 |
| EXCHANGE TRADED FUNDS - GOLD | $4,005,021 | $4,005,021 |
| MUTUAL FUNDS - EQUITY | $24,827,944 | $24,827,944 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $7,469,825 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $7,469,825 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| HEDGE FUNDS - DISTRESSED | $4,529,129 | $4,529,129 |
| HEDGE FUNDS - LONG/SHORT | $15,990,553 | $15,990,553 |
| LP - PRIVATE EQUITY | $31,163,996 | $31,163,996 |
| LP - REAL ASSETS | $12,103,939 | $12,103,939 |
| LP - EQUITY | $16,419,046 | $16,419,046 |
| HEDGE FUNDS - ABSOLUTE RETURN | $4,725,398 | $4,725,398 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INTEREST RECEIVABLE | $78,078 | $119,309 | $119,309 |
| DEFERRED NET INVESTMENT LOSSES | $225,847 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $19,630 | $6,945 | $12,685 |
| OUTSIDE SERVICES | $4,220 | $1,493 | $2,727 |
| POSTAGE | $97 | $34 | $62 |
| DUES & SUBSCRIPTIONS | $4,486 | $1,587 | $2,899 |
| TELEPHONE & INTERNET | $10,927 | $3,866 | $7,061 |
| OFFICE SUPPLIES | $2,377 | $841 | $1,536 |
| COPIER CHARGES AND SUPPLIES | $2,083 | $737 | $1,346 |
| MISCELLANEOUS EXPENSE | $250 | $88 | $162 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | -$130,822 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$241,915 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $7,365,686 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SOFTWARE FEES AND MAINTENANCE | $66,440 | $23,690 | $42,750 |
| INVESTMENT FEES | $1,115,997 | $1,102,695 | $637 |
| OTHER PROFESSIONAL FEES | $3,890 | $1,810 | $2,080 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAXES | $250 | |
| FOREIGN TAXES | $358 | $358 |
Comments