WALTHER CANCER FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- WALTHER CANCER FOUNDATION INC (EIN 35-1650570)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2021-11-15
- IRS object ID
- 202103199349108405
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- 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 | 2021-11-15T15:48:56-06:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD 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 | 2020-07-01 | 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 | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | 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 MAN DIR | PreparerPersonNm |
| PTIN | P01279475 | PTIN |
| Phone | 3173834000 | PhoneNum |
| Preparation | 2021-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $172,343,123 | 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 | $9,458 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,145,640 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,145,640 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,510,561 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $24,296,674 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,510,561 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$215,083 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$771,998 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,450,576 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,884,203 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $420,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $120,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $300,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $69,600 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $45,240 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $24,360 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $142,786 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $60,857 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $81,929 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $42,874 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $30,012 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $12,862 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,041,014 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $999,192 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $41,824 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $67,314 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $29,366 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $27,884 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $56,522 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $19,076 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $37,446 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,093 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $815 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $278 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $45,829 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,245 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $30,584 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,914,916 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,319,803 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $529,283 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,864,043 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,864,043 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,778,959 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,319,803 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,393,326 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,328,383 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,564,400 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $221,113 | CashBOYAmt |
| Cash EOY | $243,506 | CashEOYAmt |
| Cash EOYFMV | $243,506 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,655,898 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,084,862 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,084,862 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $10,203,517 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $10,399,224 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $10,399,224 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $46,041,641 | CorporateStockBOYAmt |
| Corporate Stock EOY | $55,225,110 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $55,225,110 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,493,733 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $11,599,866 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $11,599,866 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $81,051,785 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $91,607,298 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $91,607,298 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $463,747 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $360,751 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $130,882 | LandBOYAmt |
| Land EOY | $102,996 | LandEOYAmt |
| Land EOYFMV | $102,996 | LandEOYFMVAmt |
| Other Assets BOY | $86,626 | OtherAssetsBOYAmt |
| Other Assets EOY | $80,261 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $80,261 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $144,885,195 | TotalAssetsBOYAmt |
| Total Assets EOY | $172,343,123 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $172,343,123 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $14,742 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,106 | AccountsPayableEOYAmt |
| Deferred Revenue BOY | $70,389 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $2,672,933 | DeferredRevenueEOYAmt |
| Total Liabilities BOY | $85,131 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,675,039 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $144,800,064 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $169,668,084 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $0 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $0 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $144,800,064 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $169,668,084 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $144,885,195 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $172,343,123 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $144,800,064 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,328,383 | ExcessRevenueOverExpensesAmt |
| Other Increases | $27,196,403 | OtherIncreasesAmt |
| Subtotal | $169,668,084 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $169,668,084 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|
| VARIOUS K-1'S "DETAIL AVAIABLE UPON REQUEST" | $3,320,165 | $3,320,165 | $3,320,165 | |
| SIT INVESTMENTS | $5,926,768 | -$156,582 | -$156,582 | $6,083,350 |
| WELLS CAPITAL MORTGAGE | $2,826,345 | $902,231 | $902,231 | $1,924,114 |
| LAZARD | $1,794,997 | $578,356 | $578,356 | $1,216,641 |
| FDN MUTUAL FUND | $10,428,399 | $866,391 | $866,391 | $9,562,008 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,510,561 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $63,445 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $63,445 | SubtotalAmt |
| Tax Based On Investment Income | $63,445 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $74,075 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $74,075 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $10,630 | OverpaymentAmt |
| Applied To ES Tax | $10,630 | 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 300 | 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 | $96,000 | $0 | $0 |
| CATHRYN FERREE | ||||||||
| 9292 N Meridian St | Indianapolis | IN | 46260 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| LEONARD BETLEY | ||||||||
| 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 | $156,000 | $52,038 | $606 |
| MARY EISLER | ||||||||
| 9292 N Meridian St | Indianapolis | IN | 46260 | SECRETARY | 32.0 | $72,000 | $39,904 | $600 |
| 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 | $96,000 | $0 | $0 |
| NADINE GIVENS | ||||||||
| 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 | FINANCIAL COORDINATO | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $69,600 | CompensationAmt |
| Employee Benefits | $29,669 | EmployeeBenefitsAmt |
| Expense Account | $862 | ExpenseAccountAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Stifel Nicolaus and Company | |||||
| One Financial Plaza 501 N | ST LOUIS | MO | 63102 | Invest. Consulting | $92,032 |
| 9292 North Meridian LLC | |||||
| 9292 N Meridian Street Suite 150 | INDIANAPOLIS | IN | 46260 | Rent | $72,948 |
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 | $6,864,043 | 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 | $151,492,625 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,307,750 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $156,800,375 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $156,800,375 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,352,006 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $154,448,369 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,722,418 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,722,418 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $63,445 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $63,445 | TotalTaxAmt |
| Distributable Before Adj | $7,658,973 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $7,658,973 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $7,658,973 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,393,326 | 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 | $7,393,326 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $7,393,326 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,658,973 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,710,879 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,393,326 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,710,879 | AppliedToYear1Amt |
| Applied To Current Year | $1,682,447 | 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 | $5,976,526 | 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 | $6,864,043 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,864,043 | 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 | $300,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $300,000 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,145,640 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,510,561 | 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 | 900001 | BusinessCd |
| Unrelated Business Taxbl Incm | $556,915 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$771,998 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $556,915 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,884,203 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,441,118 | 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 | $42,874 | Amt |
| Net Investment Income | $30,012 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,862 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE OBLIGATIONS | $2,311,194 | $2,311,194 |
| MUTUAL FUNDS - FIXED INCOME | $9,288,672 | $9,288,672 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITIES | $24,721,010 | $24,721,010 |
| EXCHANGE TRADED FUNDS - GOLD | $3,722,866 | $3,722,866 |
| MUTUAL FUNDS - EQUITY | $26,781,234 | $26,781,234 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $10,399,224 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $10,399,224 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| HEDGE FUNDS - DISTRESSED | $4,803,661 | $4,803,661 |
| HEDGE FUNDS - LONG/SHORT | $18,236,110 | $18,236,110 |
| LP - PRIVATE EQUITY | $26,325,974 | $26,325,974 |
| LP - REAL ASSETS | $11,885,571 | $11,885,571 |
| LP - EQUITY | $19,973,442 | $19,973,442 |
| HEDGE FUNDS - ABSOLUTE RETURN | $10,382,540 | $10,382,540 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST RECEIVABLE | Desc |
| BOY Book Value | $86,626 | BOYBookValueAmt |
| EOY Book Value | $80,261 | EOYBookValueAmt |
| EOYFMV | $80,261 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $18,899 | $6,378 | $12,521 |
| OUTSIDE SERVICES | $1,953 | $659 | $1,294 |
| MAINTENANCE & REPAIR | $3,791 | $1,279 | $2,511 |
| DUES & SUBSCRIPTIONS | $3,285 | $1,109 | $2,177 |
| TELEPHONE & INTERNET | $11,538 | $3,894 | $7,644 |
| OFFICE EXPENSE | $5,630 | $1,900 | $3,730 |
| MISCELLANEOUS EXPENSE | $76 | $26 | $50 |
| CHARITABLE CONTRIBUTIONS-K-1'S | $657 | $657 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | -$215,083 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$771,998 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $27,196,403 | 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 | $55,128 | $16,692 | $38,437 |
| INVESTMENT FEES | $981,068 | $981,068 | |
| OTHER PROFESSIONAL FEES | $4,818 | $1,432 | $3,387 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAXES | $37,948 | |
| FOREIGN TAXES | $29,366 | $29,366 |
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