Christel DeHaan Family Foundation Inc: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- Christel DeHaan Family Foundation Inc (EIN 35-1939960)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202243189349105274
- Schema version
- 2021v4.2
- 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
- Depreciation Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T15:13:26-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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) |
|---|---|---|
| In Care Of | % MARK WILLIS | InCareOfNm |
| Business Name Control | CHRI | BusinessNameControlTxt |
| Phone | 3174642333 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 W Market Street Ste 1990 | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mark Willis | PersonNm |
| Person Title | PRESIDENT & CIO | PersonTitleTxt |
| Phone | 3174642333 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Mark | PersonFirstNm |
| Person Last | Willis | 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 | 2022-11-15 | 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 | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $55,517,438 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $457,358 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $457,358 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,221,985 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $20,787,308 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,221,985 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,489,133 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,193,446 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $11,168,476 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,872,789 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $74,770 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $74,770 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $9,672 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $9,672 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,709 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,709 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,378 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,533 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,845 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $115,141 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $15,900 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $6,254 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $332 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $40,962 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $3,277 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $37,685 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $225,133 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $218,117 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,016 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $487,097 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $248,827 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $144,951 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,335,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,335,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,822,097 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $248,827 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,479,951 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,346,379 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,623,962 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,327,447 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $26,269,142 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $26,269,142 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $40,490,969 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $24,895,984 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $29,245,779 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $61,002 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $58,485 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,848 | LandBOYAmt |
| Land EOY | $2,517 | LandEOYAmt |
| Land EOYFMV | $2,517 | LandEOYFMVAmt |
| Total Assets BOY | $42,821,264 | TotalAssetsBOYAmt |
| Total Assets EOY | $51,167,643 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $55,517,438 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $42,821,264 | RetainedEarningBOYAmt |
| Retained Earning EOY | $51,167,643 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $42,821,264 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $51,167,643 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $42,821,264 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $51,167,643 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $42,821,264 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,346,379 | ExcessRevenueOverExpensesAmt |
| Subtotal | $51,167,643 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $51,167,643 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|
| BLACKSTONE K-1 | $55,579 | -$55,579 | -$55,579 | |
| PESOF II K-1 | $133 | -$133 | -$133 | |
| PESOF II K-1 | $167,854 | $167,854 | $167,854 | |
| ABERDEEN K-1 | $1,874 | -$1,874 | -$1,874 | |
| ABERDEEN K-1 | $56,886 | $56,886 | $56,886 | |
| NTPEF IV K-1 | $736 | $736 | $736 | |
| NTPEF IV K-1 | $142,617 | $142,617 | $142,617 | |
| NTPEF V K-1 | $2,960 | $2,960 | $2,960 | |
| NTPEF V K-1 | $391,563 | $391,563 | $391,563 | |
| NTPEF VI K-1 | $2,803 | $2,803 | $2,803 | |
| NTPEF VI K-1 | $483,020 | $483,020 | $483,020 | |
| NORTHERN TRUST | $4,121,587 | $888,800 | $888,800 | $5,010,387 |
| NORTHERN TRUST | $7,386,150 | $7,141,524 | $7,141,524 | $14,527,674 |
| AEW K-1 | $808 | $808 | $808 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,221,985 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $147,673 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $147,673 | SubtotalAmt |
| Tax Based On Investment Income | $147,673 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $142,347 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $25,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $167,347 | TotalPaymentsAndCreditsAmt |
| Overpayment | $19,674 | OverpaymentAmt |
| Applied To ES Tax | $19,674 | 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 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARK WILLIS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3174642022 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 W MARKET ST 1990 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | 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 | |||||||||
| 10 W Market Street Ste 1990 | Suite 1990 | Indianapolis | IN | 46204 | TREASURER | 8.0 | $0 | $0 | $0 |
| TIMOTHY E DEHAAN | |||||||||
| 10 W Market Street Ste 1990 | Suite 1990 | Indianapolis | IN | 46204 | VICE PRESIDENT | 1.0 | $0 | $0 | $0 |
| KEITH A DEHAAN | |||||||||
| 10 W Market Street Ste 1990 | Suite 1990 | Indianapolis | IN | 46204 | VICE PRESIDENT | 1.0 | $0 | $0 | $0 |
| CHERYL J WENDLING | |||||||||
| 10 W Market Street Ste 1990 | SUITE 1990 | Indianapolis | IN | 46204 | CHAIR | 5.0 | $0 | $0 | $0 |
| MARK WILLIS | |||||||||
| 10 W Market Street Ste 1990 | SUITE 1990 | Indianapolis | IN | 46204 | PRESIDENT AND CIO | 5.0 | $0 | $0 | $0 |
| MELYNNE KLAUS | |||||||||
| 10 W Market Street Ste 1990 | SUITE 1990 | Indianapolis | IN | 46204 | SECRETARY | 24.0 | $74,770 | $9,672 | $0 |
| HELEN SMALL | |||||||||
| 10 W Market Street Ste 1990 | Indianapolis | IN | 46204 | CHAIR, GOVERNANCE COMMITTEE | 1.0 | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $53,961,870 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,661,745 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $55,623,615 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $55,623,615 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $834,354 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $54,789,261 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,739,463 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,739,463 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $147,673 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $147,673 | TotalTaxAmt |
| Distributable Before Adj | $2,591,790 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,591,790 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,591,790 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,479,951 | 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 | $2,479,951 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,591,790 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $195,775 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $119,241 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $213,396 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $528,412 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,479,951 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $2,479,951 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $111,839 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $111,839 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $416,573 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $83,936 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $332,637 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $119,241 | ExcessFromYear2Amt |
| Excess From Year1 | $213,396 | ExcessFromYear1Amt |
| 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 |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | M KLAUS DIRECTOR OF GRANT PROGRAMs | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 W MARKET STREET 1990 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | 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 (126 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Actors Theatre of Indiana | ||||||||
| 510 3rd Ave SW | Carmel | IN | 46032 | NONE | PC | General Operating Support | $35,000 | |
| Actors Theatre of Indiana | ||||||||
| 510 3rd Ave SW | Carmel | IN | 46032 | NONE | PC | General Operating Support | $1,000 | |
| American Cabaret Theatre | ||||||||
| 121 Monument Circle Ste 516 | Indianapolis | IN | 46204 | NONE | PC | General Operating Support - C.DEHAAN INT'L SERIES | $75,000 | |
| American Civil Liberties Union of Indiana Fdtn | ||||||||
| 1031 E Washington Street | Indianapolis | IN | 46202 | NONE | PC | General Operating Support | $50,000 | |
| American Pianist Assoc | ||||||||
| 4603 Clarendon Road Suite 030 | Indianapolis | IN | 46208 | NONE | PC | General Operating Support | $80,000 | |
| ArtMix Inc | ||||||||
| 1505 N Delaware St | Indianapolis | IN | 46202 | NONE | PC | Summer Youth Program | $6,000 | |
| Arts Council of Indianapolis | ||||||||
| 924 North Pennsylvania St | Indianapolis | IN | 46204 | NONE | PC | Relief & Recovery Fund Support Marketing Efforts | $50,000 | |
| Arts Council of Indianapolis | ||||||||
| 924 North Pennsylvania St | Indianapolis | IN | 46204 | NONE | PC | DeHaan Artist of Distinction Award | $100,000 | |
| Arts Council of Indianapolis | ||||||||
| 924 North Pennsylvania St | Indianapolis | IN | 46204 | NONE | PC | Sponsor Start with Art Event | $7,500 | |
| Arts for Learning | ||||||||
| 3921 N Meridian Street Ste 210 | Indianapolis | IN | 46208 | NONE | PC | General Operating Support - CHS Programming | $25,000 | |
| Asante Children's Theatre Inc | ||||||||
| 502 N Tremont | Indianapolis | IN | 46222 | NONE | PC | General Operating Support | $25,000 | |
| Athenaeum Foundation | ||||||||
| 401 E Michigan St | Indianapolis | IN | 46204 | NONE | SO I | General Operating Support | $5,000 | |
| Benjamin Harris Presidential Site Inc | ||||||||
| 1230 N Delaware Street | Indianapolis | IN | 46202 | NONE | PC | Candlelight Theatre Series | $5,000 | |
| Big Car Media Inc | ||||||||
| 615 N Alabama Street Suite 119 | Indianapolis | IN | 46204 | NONE | PC | General Operating Support | $25,000 | |
| Booth Tarkington Civic Inc | ||||||||
| 3 Center Green 300 | Carmel | IN | 46032 | NONE | PC | General Operating Support | $45,000 | |
| Cathedral High School-Cathedral Trustees Inc | ||||||||
| 5225 East 56th St | Indianapolis | IN | 46226 | NONE | PC | Shamrauction and Choir Sponsorship | $10,000 | |
| Central Indiana Community Foundation | ||||||||
| 615 N Alabama Street | Indianapolis | IN | 46204 | NONE | PC | Family Fund | $5,000 | |
| Central Indiana Community Foundation | ||||||||
| 615 N Alabama Street | Indianapolis | IN | 46204 | NONE | PC | General Operating Support - Angel Investors Initiative | $5,000 | |
| Christel House International | ||||||||
| 10 West Market Street Ste 1990 | Indianapolis | IN | 46204 | NONE | PC | General Operating support - CH Indianapolis | $10,000 | |
| Christel House International | ||||||||
| 10 West Market Street Ste 1990 | Indianapolis | IN | 46204 | NONE | PC | Early Child Care Fundraiser | $10,000 | |
| Christel House International | ||||||||
| 10 West Market Street Ste 1990 | Indianapolis | IN | 46204 | NONE | PC | General Operating Support | $5,000 | |
| Christel House International | ||||||||
| 10 West Market Street Ste 1990 | Indianapolis | IN | 46204 | NONE | PC | General Operating Support - Domestic | $1,000 | |
| Classical Music Indy | ||||||||
| 1630 N Meridian Street Ste 440 | Indianapolis | IN | 46202 | NONE | PC | General Operating Support | $5,000 | |
| Conner Prairie Museum Inc | ||||||||
| 13400 Allisonville Rd | Fishers | IN | 46038 | NONE | PC | Museum Theatre Program | $25,000 | |
| Dance Kaleidoscope | ||||||||
| 4603 Clarendon Road | Indianapolis | IN | 46208 | NONE | PC | Professional Company Productions support | $100,000 | |
| Delta Waterfowl Foundation-NE Indiana | ||||||||
| 1845 W Maumee St | Angola | IN | 46703 | NONE | PC | NE IN Chapter annual fundraiser | $7,500 | |
| Delta Waterfowl Foundation-NE Indiana | ||||||||
| 1845 W Maumee St | Angola | IN | 46703 | NONE | PC | College Education Program | $10,000 | |
| Early Music Associates | ||||||||
| PO Box 734 | Bloomington | IN | 47402 | NONE | PC | Alchymy Viols Support | $3,500 | |
| Eiteljorg Museum of American Indians & Western | ||||||||
| 500 West Washington Street | Indianapolis | IN | 46204 | NONE | PC | Indian Market & Festival | $5,000 | |
| Festival Music Society of Indiana | ||||||||
| 3646 Bay Road South Dr | Indianapolis | IN | 46240 | NONE | PC | General Operating Support | $5,000 | |
| Foundation for Lutheran Child & Family Services | ||||||||
| 1525 North Ritter Avenue | Indianapolis | IN | 46219 | NONE | PC | GOS Memory of Christel DeHaan | $5,000 | |
| Fractured Atlas | ||||||||
| 248 W 35th Street | New York | NY | 10001 | NONE | PC | Artrageous with Nate Support | $25,000 | |
| Gleaners Food Bank of Indiana Inc | ||||||||
| 3737 Waldemere Ave | Indianapolis | IN | 46241 | NONE | PC | General Operating Support | $2,500 | |
| Great American Songbook Foundation | ||||||||
| 1 Center Green | Carmel | IN | 46032 | NONE | PC | General Operating Support - American Songbook Academy | $10,000 | |
| Harrison Center for the Arts | ||||||||
| 1505 North Delaware Street | Indianapolis | IN | 46202 | NONE | SO I | General Operating Support | $50,000 | |
| Heartland Film | ||||||||
| 1043 Virginia Ave 2 | Indianapolis | IN | 46203 | NONE | PC | General Operating Support | $35,000 | |
| Iibada Dancers Inc | ||||||||
| 609 E 29th St | Indianapolis | IN | 46205 | NONE | PC | Summer Youth Program | $3,000 | |
| Indiana Historical Society | ||||||||
| 450 W Ohio St | Indianapolis | IN | 46202 | NONE | PC | General Operating Support - Museum Theatre Program | $5,000 | |
| Indiana Hunter Education Assoc | ||||||||
| PO Box 239 | Arcadia | IN | 46030 | NONE | PC | General Operating Support | $6,000 | |
| Indiana Raptor Center | ||||||||
| 3027 Indiana 262 | Rising Sun | IN | 47040 | NONE | PC | General Operating Support | $6,000 | |
| Indiana Repertory Theatre Inc | ||||||||
| 140 West Washington Street | Indianapolis | IN | 46204 | NONE | PC | General Operating Support | $75,000 | |
| Indiana State Museum Foundation | ||||||||
| 650 West Washington Street | Indianapolis | IN | 46204 | NONE | PC | Summer Youth Program | $4,000 | |
| Indiana University Foundation | ||||||||
| PO Box 1847 | Bloomington | IN | 47402 | NONE | PC | Summer Youth Program | $5,000 | |
| Indianapolis Art Center | ||||||||
| 820 E 67th Street | Indianapolis | IN | 46220 | NONE | PC | Summer Youth Program | $1,000 | |
| Indianapolis Art Center | ||||||||
| 820 E 67th Street | Indianapolis | IN | 46220 | NONE | PC | Summer Youth Program | $4,000 | |
| Indianapolis Ballet Inc | ||||||||
| 502 N Capitol Avenue Ste B | Indianapolis | IN | 46204 | NONE | PC | General Operating Support | $35,000 | |
| Indianapolis Chamber Orchestra | ||||||||
| 4603 Clarendon Road | Indianapolis | IN | 46208 | NONE | PC | General Operating Support | $60,000 | |
| Indianapolis Children's Choir | ||||||||
| 4600 Sunset Avenue | Indianapolis | IN | 46208 | NONE | PC | General Operating Support | $45,000 | |
| Indianapolis Dance Company | ||||||||
| 329 Gradle Drive | Carmel | IN | 46032 | NONE | PC | General Operating Support | $45,000 | |
| Indianapolis-Liederkranz Inc | ||||||||
| 1417 E Washington Street | Indianapolis | IN | 46201 | NONE | PC | General Operating Support | $10,000 | |
| Indianapolis Marion County Public Library Fdn | ||||||||
| 2450 N Meridian Street | Indianapolis | IN | 46206 | NONE | PC | Meet the Artist Gala | $5,000 | |
| Indianapolis Men's Chorus Inc | ||||||||
| PO Box 414 | Indianapolis | IN | 46206 | NONE | PC | General Operating Support | $5,000 | |
| Indianapolis Museum of Art | ||||||||
| 4000 Michigan Road | Indianapolis | IN | 46208 | NONE | PC | General Operating Support | $40,000 | |
| Indianapolis Opera Company | ||||||||
| 4011 N Pennsylvania Street | Indianapolis | IN | 46205 | NONE | PC | General Operating Support | $35,000 | |
| Indianapolis Shakespeare Company | ||||||||
| 4600 Sunset Avenue | Indianapolis | IN | 46208 | NONE | PC | General Operating Support | $35,000 | |
| Indianapolis Soap Box Derby Assoc | ||||||||
| 2200 W 30th Street | Indianapolis | IN | 46222 | NONE | PC | General Operating Support | $1,000 | |
| Indianapolis Symphonic Choir | ||||||||
| 4600 Sunset Avenue | Indianapolis | IN | 46208 | NONE | PC | General Operating Support | $20,000 | |
| Indianapolis Symphony Society | ||||||||
| 45 Monument Circle | Indianapolis | IN | 46208 | NONE | PC | General Operating Support | $50,000 | |
| Indianapolis Theatre Fringe Festival | ||||||||
| 719 E St Clair Street | Indianapolis | IN | 46202 | NONE | PC | General Operating Support | $45,000 | |
| Indianapolis Women's Chorus Inc | ||||||||
| 4550 Central Ave | Indianapolis | IN | 46205 | NONE | PC | General Operating Support | $3,000 | |
| Indianapolis Zoological Society | ||||||||
| PO Box 22309 | Indianapolis | IN | 46222 | NONE | PC | Conservation Efforts | $30,000 | |
| Indy Jazz Fest Foundation Inc | ||||||||
| PO Box 20857 | Indianapolis | IN | 46220 | NONE | PC | General Operating Support - IN Jazz Fest | $10,000 | |
| IndyBaroque Music Inc | ||||||||
| 401 E Michigan Street | Indianapolis | IN | 46204 | NONE | PC | General Operating Support | $10,000 | |
| International Center | ||||||||
| One Indiana Square Suite 2000 | Indianapolis | IN | 46204 | NONE | SO I | festival fund AND International Citizen award | $10,000 | |
| International Violin Competition of Indianapolis | ||||||||
| 32 E Washington Street Ste 1320 | Indianapolis | IN | 46204 | NONE | PC | General Operating Support | $60,000 | |
| Ivy Tech Foundation | ||||||||
| 50 W Fall Creek Parkway N Dr | Indianapolis | IN | 46208 | NONE | PC | General Operating Support | $10,000 | |
| Jewish Community Center of Indianapolis | ||||||||
| 6701 Hoover Road | Indianapolis | IN | 46260 | NONE | PC | 2021 Ann Katz Festival of Books & Art | $5,000 | |
| Kids Dance Outreach | ||||||||
| 456 N Meridian St 44801 | Indianapolis | IN | 46244 | NONE | PC | Summer Youth Program | $7,000 | |
| Lambda Legal Defense & Education Fund Inc | ||||||||
| Midwest Regional Office 105 West A | Chicago | IL | 60603 | NONE | PC | 2021 One Lamda Legal and IN Benefit | $5,000 | |
| Madame Walker Legacy Center | ||||||||
| 617 Indiana Ave | Indianapolis | IN | 46202 | NONE | PC | Summer Youth Program | $6,000 | |
| Marian University | ||||||||
| 3200 Cold Spring Rd | Indianapolis | IN | 46222 | NONE | PC | General Operating Support | $7,000 | |
| OVAR Coming Together | ||||||||
| 2625 N Meridian Street Suite 108 | Indianapolis | IN | 46208 | NONE | PC | General Operating Support IN honor of Bonnie Egerton | $5,000 | |
| Partnerships for Lawrence | ||||||||
| 4437 N Franklin Road | Lawrence | IN | 46226 | NONE | PC | Summer Youth Program | $6,500 | |
| Philharmonic Orchestra of Indianapolis Inc | ||||||||
| 32 E Washington Street Ste 950 | Indianapolis | IN | 46204 | NONE | PC | Summer Youth Program | $7,000 | |
| Phoenix Theatre Inc | ||||||||
| 749 N Park Ave | Indianapolis | IN | 46202 | NONE | PC | General Operating Support | $50,000 | SUITE 100 |
| Planned Parenthood of Indiana | ||||||||
| PO Box 397 | Indianapolis | IN | 46206 | NONE | PC | General Operating Support | $50,000 | |
| Reins of Grace Therapeutic Riding Center Inc | ||||||||
| 1414 W 206th Street | Sheridan | IN | 46069 | NONE | PC | General Operating Support | $1,000 | |
| River West Theater dba Fonseca Theatre | ||||||||
| 2508 W MICHIGAN STREET | Indianapolis | IN | 46222 | NONE | PC | General Operating Support | $10,000 | |
| River West Theater dba Fonseca Theatre | ||||||||
| 2508 W MICHIGAN STREET | Indianapolis | IN | 46222 | NONE | PC | Summer Youth Program | $2,500 | |
| Saint Mary of the Immaculate Conception | ||||||||
| 311 N New Jersey St | Indianapolis | IN | 46204 | NONE | PC | Save the Steeple Support | $10,000 | |
| School on Wheels Corp | ||||||||
| 2815 E 62nd St Ste 200 | Indianapolis | IN | 46220 | NONE | PC | Summer Youth Program | $6,000 | |
| Second Presbyterian Church | ||||||||
| 7700 North Meridian Street | Indianapolis | IN | 46260 | NONE | PC | Music AND General Fund | $6,000 | |
| Spoleto Festival USA | ||||||||
| 14 George Street PO Box 157 | Charleston | SC | 29402 | NONE | PC | General Operating Support | $15,000 | |
| Step-Up Inc | ||||||||
| 4755 Kingsway Drive Suite 105 | Indianapolis | IN | 46205 | NONE | PC | General Operating Support - adult parolees memory OF CHRISTEL DEHAAN | $25,000 | |
| Summer Stock Stage | ||||||||
| PO Box 301121 | Indianapolis | IN | 46240 | NONE | PC | General Operating Support | $35,000 | |
| Summit Performance Indianapolis | ||||||||
| 705 N Illinois St | Indianapolis | IN | 46204 | NONE | PC | General Operating Support | $5,000 | |
| Symphonic Youth Orchestra | ||||||||
| 4888 Auburn Ford | Greenwood | IN | 46142 | NONE | PC | Summer Youth Program | $2,000 | |
| Teachers' Treasures Inc | ||||||||
| 1800 E 10th Street | Indianapolis | IN | 46201 | NONE | PC | Dream Big Event | $1,250 | |
| The Sapphire Theatre Company | ||||||||
| PO Box 44122 | Indianapolis | IN | 46244 | NONE | PC | General Operating Support | $5,000 | |
| The Children's Museum of Indianapolis | ||||||||
| 3000 N Meridian Street | Indianapolis | IN | 46208 | NONE | PC | Lilly Theater Productions | $25,000 | |
| The IN Aids Fund | ||||||||
| 429 E Vermont St | Indianapolis | IN | 46202 | NONE | PC | Spotlight Event | $10,000 | |
| The New Harmony Project | ||||||||
| PO Box 441062 | Indianapolis | IN | 46244 | NONE | PC | General Operating Support | $5,000 | |
| The Oaks Academy | ||||||||
| 1301 East 16th Street | Indianapolis | IN | 46202 | NONE | PC | General Operating Support | $10,000 | |
| Timothy Mooney Repertory Theatre | ||||||||
| 935 Pinetree Cir S | Buffalo Grove | IL | 60089 | NONE | PC | General Operating Support | $10,000 | |
| United Way of Central Indiana | ||||||||
| 3901 N Meridian St | Indianapolis | IN | 46208 | NONE | PC | Tocqueville Society Support | $10,000 | |
| Village of Merici Inc | ||||||||
| 5707 Lawton Loop East Dr Box 22 | Indianapolis | IN | 46216 | NONE | PC | General Operating Support | $5,000 | |
| WFYI Public Media | ||||||||
| 1630 N Meridian Street | Indianapolis | IN | 46202 | NONE | PC | Arts Programming Support | $50,000 | |
| Wheeler Mission Ministries | ||||||||
| 205 East New York Street | Indianapolis | IN | 46204 | NONE | PC | General Operating Support to supplement salary of Minister | $1,000 | |
| Whitetails Unlimited | ||||||||
| PO Box 263 | Ashley | IN | 46705 | NONE | PC | General Operating Support | $6,000 | |
| Young Actors Theatre | ||||||||
| 401 E Michigan Street | Indianapolis | IN | 46204 | NONE | PC | General Operating Support | $15,000 | |
| BOB Presents | ||||||||
| 10 W Market Street | Indianapolis | IN | 46204 | NONE | PC | General Operating Support | $5,000 | |
| Butler University | ||||||||
| 4600 Sunset Ave | Indianapolis | IN | 46208 | NONE | PC | Christel DeHaan VITA Program | $45,000 | |
| Butler University | ||||||||
| 4600 Sunset Ave | Indianapolis | IN | 46208 | NONE | PC | Community Arts School | $7,250 | |
| Children's TherAplay Foundation | ||||||||
| 9919 Towne Rd | Carmel | IN | 46032 | NONE | PC | General Operating Support | $2,500 | |
| Coalition for Homelessness Intervention & Prevent | ||||||||
| 1014 Prospect St | Indianapolis | IN | 46203 | NONE | PC | General Operating Support | $7,500 | |
| Cranberry Sunset Farms Inc | ||||||||
| 1964 Main St | Marstons Mills | MA | 02648 | NONE | PC | General Operating Support | $1,000 | |
| Culver Educational Foundation | ||||||||
| 1300 Academy Rd 153 | Culver | IN | 46511 | NONE | PC | Educating Global Leaders Fund | $25,000 | |
| Gabriel Project | ||||||||
| 5455 W 86th St 121 | Indianapolis | IN | 46268 | NONE | PC | General Operating Support | $1,500 | |
| Hope Academy | ||||||||
| 3919 Madison Ave Suite 100 | Indianapolis | IN | 46227 | NONE | PC | General Operating Support | $10,000 | |
| Horizon Christian Fellowship | ||||||||
| 7702 Indian Lake Rd | Indianapolis | IN | 46236 | NONE | PC | Discovery Program | $2,000 | |
| Humane Society of Indianapolis | ||||||||
| 7929 N Michigan Rd | Indianapolis | IN | 46268 | NONE | PC | General Operating Support | $500 | |
| Indianapolis Art Center | ||||||||
| 820 E 67th Street | Indianapolis | IN | 46220 | NONE | PC | Local Made: Celebration of Creation | $5,000 | |
| Indianapolis Opera Company | ||||||||
| 4011 N Pennsylvania Street | Indianapolis | IN | 46205 | NONE | PC | Metro Opera Laffont Competition | $3,000 | |
| Neighborhood Christian Legal Clinic | ||||||||
| 3333 N Meridian St Suite 201 | Indianapolis | IN | 46208 | NONE | PC | General Operating Support | $25,000 | |
| Operation Homefront | ||||||||
| 1355 Central Parkway S Ste 100 | San Antonio | TX | 78232 | NONE | PC | General Operating Support | $15,000 | |
| PACE Inc | ||||||||
| 2855 N Keystone Ave 170 | Indianapolis | IN | 46218 | NONE | PC | General Operating Support | $25,000 | |
| Rose-Hulman Institute of Technology | ||||||||
| 5500 Wabash Ave | Terre Haute | IN | 47803 | NONE | PC | Computer Science & Software Engineer | $1,000 | |
| St John Evangelist Catholic Church Indianapolis | ||||||||
| 126 W Georgia St | Indianapolis | IN | 46225 | NONE | PC | Homeless Meals | $2,000 | |
| St Louis de Montfort Catholic Church | ||||||||
| 11441 Hague Rd | Fishers | IN | 46038 | NONE | PC | Annual Stewardship Program | $1,200 | |
| Storefront Theatre of Indianapolis | ||||||||
| 2416 E 55th Pl | Indianapolis | IN | 46220 | NONE | PC | General Operating Support | $5,000 | |
| St Vincent Hospital Foundation | ||||||||
| 1600 23rd St | Indianapolis | IN | 47421 | NONE | PC | Healing Arts Program | $10,000 | |
| University of Indianapolis | ||||||||
| 1400 E Hanna Av | Indianapolis | IN | 46227 | NONE | PC | General Operating Support - Indy Quartet | $10,000 | |
| Village of Merici Inc | ||||||||
| 5707 Lawton Loop East Dr Box 22 | Indianapolis | IN | 46216 | NONE | PC | Capital Campaign | $10,000 | |
| Womens Care Center | ||||||||
| 4901 W 86th St | Indianapolis | IN | 46208 | NONE | PC | General Operating Support | $4,300 | |
| Indianapolis Symphony Society | ||||||||
| 45 Monument Circle | Indianapolis | IN | 46208 | NONE | PC | Opening Night Gala | $75,000 | |
| Indianapolis Symphony Orchestra | ||||||||
| 45 Monument Circle | Indianapolis | IN | 46208 | NONE | PC | 2021-2022 Opening Gala | $75,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,335,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDIANAPOLIS SYMPHONY ORCHESTRA | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 MONUMENT CIRCLE | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46208 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | 2021-2022 OPENING GALA | GrantOrContributionPurposeTxt |
| Amt | $75,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $75,000 | 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 | $457,358 | 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 | $9,221,985 | 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 (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| PARTNERSHIP INCOME/LOSS | 525990 | $75,228 | 14 | $1,193,446 |
| IRA DISTRIBUTIONS | 14 | $220,459 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $75,228 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $11,093,248 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,168,476 | 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 | $15,378 | Amt |
| Net Investment Income | $11,533 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,845 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MELYNNE KLAUS | PersonNm |
| Short Explanation | MELYNNE KLAUS IS THE VICE CHAIR AND ASSISTANT SECRETARY. HOWEVER, SHE IS NOT COMPENSATED FOR THESE SERVICES. SHE IS COMPENSATED FOR HER ROLE AS EXECUTIVE DIRECTOR. | ShortExplanationTxt |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (25 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BLACKSTONE PARK AVENUE FUND | $3,742,648 | $3,607,645 |
| BLACKSTONE IF NONTAXABLE LP | $4,666,543 | $4,549,045 |
| PESO FUND III | $460,295 | $1,927,696 |
| ATLANTA | $0 | $0 |
| NTPEF IV | $636,608 | $1,380,114 |
| FIRST STATE | $0 | $0 |
| PE CASH | $2,402,722 | $2,402,722 |
| KNIGHTHEAD REAL ESTATE II | $226,772 | $210,747 |
| NT PE V | $766,734 | $1,407,756 |
| PASSIVE LADDER | $3,511,614 | $3,525,624 |
| EAGLE | $0 | $0 |
| KNIGHTHEAD REAL ESTATE | $0 | $0 |
| ABERDEEN (FLAG) | $583,304 | $778,319 |
| PESO FUND II | $242,854 | $375,003 |
| NT PE VI | $1,270,234 | $1,843,692 |
| AEW | $242,594 | $280,234 |
| MFS INTL VALUE | $0 | $0 |
| VAN RUSSELL GROWTH | $0 | $0 |
| NTPEF VII | $596,017 | $1,360,880 |
| SPONSOR BACK CF | $801,013 | $871,964 |
| VAN 500 INDEX | $0 | $0 |
| VAN HY CORP BOND | $0 | $0 |
| WELLINGTON | $0 | $0 |
| TOWER HOUSE | $0 | $0 |
| VAN ULTRA SHORT BOND | $4,746,032 | $4,724,338 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $5,709 | LegalFeesAmt |
| Disbursements Charitable Prps | $5,709 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| STAFF COSTS | $94 | $94 | |
| DELIVERY & COURIER SERVICES | $38 | $38 | |
| DUES & SUBSCRIPTIONS | $1,985 | $1,985 | |
| SOFTWARE MAINTENANCE | $360 | $360 | |
| INSURANCE | $2,341 | $2,341 | |
| TELEPHONE | $196 | $196 | |
| PARTNERSHIP EXPENSE | $215,200 | $215,200 | |
| OFFICE EXPENSES | $324 | $324 | |
| NON-DEDUCTIBLE K-1 EXPENSES | $1,512 | $1,512 | |
| K-1 CHARITABLE CONTRIBUTIONS | $166 | $166 | |
| MISCELLANEOUS | $2,917 | $2,917 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PARTNERSHIP INCOME/LOSS | $1,268,674 | $1,193,446 |
| IRA DISTRIBUTIONS | $220,459 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EMPLOYMENT TAXES | $6,254 | $6,254 | |
| FOREIGN TAXES | $15,900 | $15,900 | |
| EXCISE TAXES | $92,987 |
Comments