Christel DeHaan Family Foundation Inc: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- Christel DeHaan Family Foundation Inc (EIN 35-1939960)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202143199349108759
- 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
- 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 | 2021-11-15T16:59:43-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 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 | 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 | 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 | $52,268,438 | 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 | $554,777 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $554,777 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,271,694 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,168,317 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,271,694 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $347,742 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $326,039 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,174,213 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,152,510 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $75,328 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $75,328 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $5,456 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $5,456 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,428 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,428 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,645 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,734 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,911 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $168,326 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,609 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $5,645 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $332 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $39,116 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $3,129 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $35,987 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $369,056 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $351,260 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $17,796 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $674,687 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $371,732 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $145,551 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,429,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,429,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,103,937 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $371,732 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,574,801 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $70,276 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,780,778 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,967,250 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,327,447 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,327,447 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $39,780,558 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $40,490,969 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $49,938,143 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $61,002 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $58,154 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,180 | LandBOYAmt |
| Land EOY | $2,848 | LandEOYAmt |
| Land EOYFMV | $2,848 | LandEOYFMVAmt |
| Total Assets BOY | $42,750,988 | TotalAssetsBOYAmt |
| Total Assets EOY | $42,821,264 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $52,268,438 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $42,750,988 | RetainedEarningBOYAmt |
| Retained Earning EOY | $42,821,264 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $42,750,988 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $42,821,264 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $42,750,988 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $42,821,264 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $42,750,988 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $70,276 | ExcessRevenueOverExpensesAmt |
| Subtotal | $42,821,264 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $42,821,264 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| ABERDEEN K-1 | $0 | $325 | -$325 | -$325 |
| ABERDEEN K-1 | $0 | $2,511 | -$2,511 | -$2,511 |
| FIRST STATE K-1 | $0 | $1,192 | -$1,192 | -$1,192 |
| FIRST STATE K-1 | $203,209 | $0 | $203,209 | $203,209 |
| NTPEF IV K-1 | $0 | $21 | -$21 | -$21 |
| NTPEF IV K-1 | $637,310 | $0 | $637,310 | $637,310 |
| NTPEF VI K-1 | $10 | $0 | $10 | $10 |
| NTPEF VI K-1 | $127,859 | $0 | $127,859 | $127,859 |
| NTPEF V K-1 | $0 | $1,173 | -$1,173 | -$1,173 |
| NTPEF V K-1 | $257,899 | $0 | $257,899 | $257,899 |
| PESOF II K-1 | $1,301 | $0 | $1,301 | $1,301 |
| PESOF II K-1 | $79,109 | $0 | $79,109 | $79,109 |
| AEW | $1,864 | $0 | $1,864 | $1,864 |
| BLACKSTONE K-1 | $0 | $36,791 | -$36,791 | -$36,791 |
| BPIF K-1 | $13,760 | $0 | $13,760 | $13,760 |
| NORTHERN TRUST | $1,211,776 | $1,201,557 | $10,219 | $10,219 |
| NORTHERN TRUST | $5,634,220 | $4,653,053 | $981,167 | $981,167 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,271,694 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $38,653 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $38,653 | SubtotalAmt |
| Tax Based On Investment Income | $38,653 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $90,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $46,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $136,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $97,347 | OverpaymentAmt |
| Applied To ES Tax | $97,347 | 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 | false | 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 | EXECUTIVE DIRECTOR | 24.0 | $75,328 | $5,456 | $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 | $46,170,972 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,561,164 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $48,732,136 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $48,732,136 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $730,982 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $48,001,154 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,400,058 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,400,058 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $38,653 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $38,653 | TotalTaxAmt |
| Distributable Before Adj | $2,361,405 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,361,405 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,361,405 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,574,801 | 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 | $2,574,801 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,574,801 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,361,405 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $498,316 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $195,775 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $119,241 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $813,332 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,574,801 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $2,361,405 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $213,396 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,026,728 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $498,316 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $528,412 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $195,775 | ExcessFromYear4Amt |
| Excess From Year1 | $119,241 | ExcessFromYear1Amt |
| Excess From Current Year | $213,396 | 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 |
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 (136 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 | $3,000 | |
| American Cabaret Theatre | ||||||||
| 121 Monument Circle Ste 516 | Indianapolis | IN | 46204 | NONE | PC | General Operating Support - C.DEHAAN INT'L SERIES | $75,000 | |
| American Cancer Society Inc | ||||||||
| 250 WILLIAMS STREET NW | ATLANTA | GA | 30303 | NONE | PC | 2020 ResearHERS of Indiana | $2,500 | |
| 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 | |
| Art with a Heart | ||||||||
| 6002 Sunnyside Road | Indianapolis | IN | 46236 | NONE | PC | Summer Youth Program | $6,000 | |
| ArtMix Inc | ||||||||
| 1505 N Delaware St | Indianapolis | IN | 46202 | NONE | PC | Summer Youth Program | $5,000 | |
| Arts Council of Indianapolis | ||||||||
| 924 North Pennsylvania St | Indianapolis | IN | 46204 | NONE | PC | Covid-19 Phase II Relieve & Recovery | $100,000 | |
| Arts Council of Indianapolis | ||||||||
| 924 North Pennsylvania St | Indianapolis | IN | 46204 | NONE | PC | COVID-19 Emergency Relief Fund | $50,000 | |
| Arts Council of Indianapolis | ||||||||
| 924 North Pennsylvania St | Indianapolis | IN | 46204 | NONE | PC | DeHaan Artist of Distinction Award | $122,200 | |
| 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 | |
| Bishop Chatard High School | ||||||||
| 5885 Crittenden Ave | Indianapolis | IN | 46220 | NONE | PC | General Operating Support - Annual Fund | $2,500 | |
| 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 | |
| Catholic Relief Services | ||||||||
| 1400 North Meridian Street | Indianapolis | IN | 46202 | NONE | PC | General Operating Support | $2,000 | |
| Central Indiana Community Foundation | ||||||||
| 615 N Alabama Street | Indianapolis | IN | 46204 | NONE | PC | GENERAL OPERATING SUPPORT | $3,500 | |
| Central Indiana Community Foundation | ||||||||
| 615 N Alabama Street | Indianapolis | IN | 46204 | NONE | PC | General Operating Support - Angel Investors Initiative | $5,000 | |
| Charity Church Ministry | ||||||||
| 959 N Holmes Ave | Indianapolis | IN | 46222 | NONE | PC | General Operating Support for Charity Child Care | $1,800 | |
| Christel House International | ||||||||
| 10 West Market Street Ste 1990 | Indianapolis | IN | 46204 | NONE | PC | Fundraising Campaign | $50,000 | |
| Christel House International | ||||||||
| 10 West Market Street Ste 1990 | Indianapolis | IN | 46204 | NONE | PC | General Operating Support | $2,500 | |
| Christel House International | ||||||||
| 10 West Market Street Ste 1990 | Indianapolis | IN | 46204 | NONE | PC | General Operating Support | $10,000 | |
| Christel House International | ||||||||
| 10 West Market Street Ste 1990 | Indianapolis | IN | 46204 | NONE | PC | Domestic Use Covid 19 | $5,000 | |
| Christel House International | ||||||||
| 10 West Market Street Ste 1990 | Indianapolis | IN | 46204 | NONE | PC | COVID-19 Relief Fund | $500 | |
| Christel House International | ||||||||
| 10 West Market Street Ste 1990 | Indianapolis | IN | 46204 | NONE | PC | General Operating Support | $4,000 | |
| Christel House International | ||||||||
| 10 West Market Street Ste 1990 | Indianapolis | IN | 46204 | NONE | PC | General Operating Support - CH Mexico | $1,000 | |
| Christel House International | ||||||||
| 10 West Market Street Ste 1990 | Indianapolis | IN | 46204 | NONE | PC | General Operating Support - CH Indianapolis | $10,000 | |
| 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 | |
| Creative Grounds Fine Arts Academy | ||||||||
| 5307 Skyline Lane | Greenwood | IN | 46143 | NONE | PC | General Operating Support in honor of Sharree & ShAUN GRANNIS | $500 | |
| 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 | $6,000 | |
| Delta Waterfowl Foundation-NE Indiana | ||||||||
| 1845 W Maumee St | Angola | IN | 46703 | NONE | PC | General Operating Support AND Fur Trade | $11,000 | |
| Delta Waterfowl Foundation-NE Indiana | ||||||||
| 1845 W Maumee St | Angola | IN | 46703 | NONE | PC | General Operating Support - honor OF Swan LakE CLUB | $7,500 | |
| 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 | 2020 Indian Market & Festival | $5,000 | |
| Fairbanks Hospital Inc | ||||||||
| 8102 Clearvista Parkway | Indianapolis | IN | 46256 | NONE | PC | Dennis Jackson Memorial Scholarship Fund | $25,000 | |
| Festival Music Society of Indiana | ||||||||
| 3646 Bay Road South Dr | Indianapolis | IN | 46240 | NONE | PC | General Operating Support | $5,000 | |
| Footlite Musical Inc | ||||||||
| 1847 N Alabama Street | Indianapolis | IN | 46202 | NONE | PC | General Operating Support | $500 | |
| Foundation for Lutheran Child & Family Services | ||||||||
| 1525 North Ritter Avenue | Indianapolis | IN | 46219 | NONE | PC | Sharing place Walk | $5,000 | |
| Fractured Atlas | ||||||||
| 248 W 35th Street | New York | NY | 10001 | NONE | PC | Artrageous with Nate Support | $25,000 | |
| Gennesaret Free Clinic Inc | ||||||||
| 615 N Alabam St Ste 136 | Indianapolis | IN | 46204 | NONE | PC | General Operating Support | $10,000 | |
| Girls Incorporated | ||||||||
| 3935 N Meridian St | Indianapolis | IN | 46208 | NONE | PC | General Operating Support | $1,000 | |
| Gleaners Food Bank of Indiana Inc | ||||||||
| 3737 Waldemere Ave | Indianapolis | IN | 46241 | NONE | PC | General Operating Support | $2,500 | |
| Gleaners Food Bank of Indiana Inc | ||||||||
| 3737 Waldemere Ave | Indianapolis | IN | 46241 | NONE | PC | General Operating Support - Memory of Christel DeHaaN | $5,000 | |
| 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 | |
| Harrison Center for the Arts | ||||||||
| 1505 North Delaware Street | Indianapolis | IN | 46202 | NONE | SO I | Discovering Broadway | $1,500 | |
| Hawthorne Social Service Assoc | ||||||||
| 2440 W Ohio Street | Indianapolis | IN | 46222 | NONE | PC | General Operating Support | $1,000 | |
| Heartland Film | ||||||||
| 1043 Virginia Ave 2 | Indianapolis | IN | 46203 | NONE | PC | General Operating Support | $35,000 | |
| Hope Alive Inc | ||||||||
| 1747 N Wells Street | Indianapolis | IN | 46808 | NONE | PC | General Operating Support | $5,000 | |
| 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 | $3,000 | |
| Indiana Natural Resouces Foundation | ||||||||
| 402 WEST WASHINGTON ST W256 | Indianapolis | IN | 46204 | NONE | PC | IN DNR K-9 Program | $5,000 | |
| Indiana Performing Arts Centre Inc | ||||||||
| 401 E Michigan St | Indianapolis | IN | 46204 | NONE | PC | Summer Youth Program | $2,500 | |
| 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 | IU Jacob School of Business | $60,000 | |
| Indiana University Foundation | ||||||||
| PO Box 1847 | Bloomington | IN | 47402 | NONE | PC | 100 Voices of Hope Breast Cancer Research | $2,500 | |
| Indiana University Foundation | ||||||||
| PO Box 1847 | Bloomington | IN | 47402 | NONE | PC | Summer Youth Program | $3,500 | |
| Indianapolis Art Center | ||||||||
| 820 E 67th Street | Indianapolis | IN | 46220 | NONE | PC | Cultural Stage at 2020 Art Fair | $5,000 | |
| 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 Ballet Inc | ||||||||
| 502 N Capitol Avenue Ste B | Indianapolis | IN | 46204 | NONE | PC | General Operating Support | $2,500 | |
| 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 | $3,500 | |
| Indianapolis Museum of Art | ||||||||
| 4000 Michigan Road | Indianapolis | IN | 46208 | NONE | PC | General Operating Support | $40,000 | |
| Indianapolis Museum of Art | ||||||||
| 4000 Michigan Road | Indianapolis | IN | 46208 | NONE | PC | General Operating Support | $5,000 | |
| 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 Symphony Society | ||||||||
| 45 Monument Circle | Indianapolis | IN | 46208 | NONE | PC | General Operating Support | $100,000 | |
| 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 | $1,500 | |
| 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 | $45,000 | |
| 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 | 2020 Ann Katz Festival of Books & Art | $5,000 | |
| Kids Dance Outreach | ||||||||
| 456 N Meridian St 44801 | Indianapolis | IN | 46244 | NONE | PC | Summer Youth Program | $6,000 | |
| Lady of Grace Monastery | ||||||||
| 1402 Southern Ave | Beech Grove | IN | 46107 | NONE | PC | St Pauls' Hermitage | $2,500 | |
| Lambda Legal Defense & Education Fund Inc | ||||||||
| Midwest Regional Office 105 West A | Chicago | IL | 60603 | NONE | PC | General Operating Support IN Honor of IN Benefit | $5,000 | |
| Madame Walker Legacy Center | ||||||||
| 617 Indiana Ave | Indianapolis | IN | 46202 | NONE | PC | Summer Youth Program | $5,000 | |
| Marian University | ||||||||
| 3200 Cold Spring Rd | Indianapolis | IN | 46222 | NONE | PC | General Operating Support IN honor of 2020 Bold Gala | $7,500 | |
| Metropolitan Opera Assoc | ||||||||
| Indiana University Bryan House | Bloomington | IN | 47405 | NONE | PC | General Operating Support for 20-21 MONC Auditions | $5,000 | |
| National Wild Turkey Federation | ||||||||
| PO Box 530 | Edgefield | SC | 29824 | NONE | PC | Pokagon Longbeards Chapter Annual Fundraiser | $7,000 | |
| OVAR Coming Together | ||||||||
| 2625 N Meridian Street Suite 108 | Indianapolis | IN | 46208 | NONE | PC | General Operating Support IN honor of Bonnie Egerton | $3,500 | |
| Partnerships for Lawrence | ||||||||
| 4437 N Franklin Road | Lawrence | IN | 46226 | NONE | PC | Summer Youth Program | $5,500 | |
| Percussive Arts Society | ||||||||
| 110 W Washington Street Suite A | Indianapolis | IN | 46204 | NONE | PC | General Operating Support of Rhythm | $7,500 | |
| Philharmonic Orchestra of Indianapolis Inc | ||||||||
| 32 E Washington Street Ste 950 | Indianapolis | IN | 46204 | NONE | PC | Summer Youth Program | $6,000 | |
| Phoenix Theatre Inc | ||||||||
| 749 N Park Ave | Indianapolis | IN | 46202 | NONE | PC | General Operating Support | $50,000 | SUITE 100 |
| Planned Parenthood of Indiana and KY | ||||||||
| PO Box 397 | Indianapolis | IN | 46206 | NONE | PC | General Operating Support | $50,000 | |
| Play on Zionsville Inc | ||||||||
| PO Box 5084 | Zionsville | IN | 46077 | NONE | PC | Support for Endowment | $20,000 | |
| Reins of Grace Therapeutic Riding Center Inc | ||||||||
| 1414 W 206th Street | Sheridan | IN | 46069 | NONE | PC | General Operating Support | $500 | |
| 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 | $5,000 | |
| Second Presbyterian Church | ||||||||
| 7700 North Meridian Street | Indianapolis | IN | 46260 | NONE | PC | Music AND General Fund | $1,500 | |
| Spoleto Festival USA | ||||||||
| 14 George Street PO Box 157 | Charleston | SC | 29402 | NONE | PC | General Operating Support | $15,000 | |
| St Vincent Hospital and HealthCare | ||||||||
| 8402 Harcourt Road Ste 210 | Indianapolis | IN | 46240 | NONE | PC | General Operating Support for Art Therapy Program | $10,000 | |
| Starability Foundation | ||||||||
| 5125 Castello Drive | Naples | FL | 34103 | NONE | PC | Star Gala fundraising | $3,000 | |
| 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 | $3,000 | |
| 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 Actors Fund | ||||||||
| 729 Seventh Ave 10th Floor | New York | NY | 10019 | NONE | PC | COVID-19 Relief in memory of Christel DeHaan | $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 | $5,000 | |
| 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 | |
| Unitarian Universalist Church of Indianapolis Inc | ||||||||
| 615 W 43rd Street | Indianapolis | IN | 46208 | NONE | PC | General Operating Support to supplement salary of MINISTER | $25,000 | |
| 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 | IIBC's 2nd Annual Gala | $500 | |
| Wheeler Mission Ministries | ||||||||
| 205 East New York Street | Indianapolis | IN | 46204 | NONE | PC | General Operating Support | $1,000 | |
| Whitetails Unlimited | ||||||||
| PO Box 263 | Ashley | IN | 46705 | NONE | PC | General Operating Support NE IN Chapter | $5,000 | |
| Young Actors Theatre | ||||||||
| 401 E Michigan Street | Indianapolis | IN | 46204 | NONE | PC | General Operating Support | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,429,250 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $554,777 | 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 | $2,271,694 | 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 | PARTNERSHIP INCOME/LOSS | Desc |
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $21,703 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $326,039 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $21,703 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,152,510 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,174,213 | 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 | $15,645 | Amt |
| Net Investment Income | $11,734 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,911 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MELYNNE KLAUS | PersonNm |
| Short Explanation | MELYNNE KLAUS IS ALSO THE VICE CHAIR AND ASSISTANT SECRETARY. HOWEVER, SHE IS NOT COMPENSATED FOR THESE SERVICES. | ShortExplanationTxt |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (29 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BLACKSTONE PARK AVENUE FUND | $4,613,160 | $4,478,158 |
| BLACKSTONE IF NONTAXABLE LP | $4,973,691 | $4,856,193 |
| PESO FUND III | $1,420,429 | $2,118,319 |
| COMMODITIES | $0 | $0 |
| ATLANTA | $889,257 | $1,460,045 |
| NTPEF IV | $943,265 | $1,686,778 |
| FIRST STATE | $1,812,891 | $1,834,851 |
| PE CASH | $536,753 | $536,752 |
| HARDING LOEVNER | $0 | $0 |
| KNIGHTHEAD REAL ESTATE II | $810,775 | $794,749 |
| NT PE V | $996,192 | $1,637,223 |
| PASSIVE LADDER | $4,103,348 | $4,192,741 |
| METRO ULTRA SHORT | $0 | $0 |
| EAGLE | $2,507,367 | $4,137,725 |
| KNIGHTHEAD REAL ESTATE | $28,123 | $12,447 |
| ABERDEEN (FLAG) | $573,964 | $778,979 |
| PESO FUND II | $330,952 | $463,101 |
| NT PE VI | $1,345,342 | $1,918,802 |
| AEW | $770,228 | $748,787 |
| EAGLE GLOBAL | $0 | $0 |
| MFS INTL VALUE | $1,969,280 | $2,352,179 |
| VAN RUSSELL GROWTH | $1,694,821 | $4,190,434 |
| NTPEF VII | $540,642 | $827,477 |
| SPONSOR BACK CF | $786,874 | $817,420 |
| VAN 500 INDEX | $1,389,570 | $1,740,312 |
| VAN HY CORP BOND | $961,269 | $1,003,860 |
| WELLINGTON | $2,643,900 | $3,102,715 |
| TOWER HOUSE | $1,742,100 | $2,142,360 |
| VAN ULTRA SHORT BOND | $2,106,776 | $2,105,736 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,428 | LegalFeesAmt |
| Disbursements Charitable Prps | $1,428 | 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 | $84 | $84 | |
| DELIVERY & COURIER SERVICES | $31 | $31 | |
| DUES & SUBSCRIPTIONS | $2,108 | $2,108 | |
| SOFTWARE MAINTENANCE | $10,000 | $10,000 | |
| INSURANCE | $2,341 | $2,341 | |
| TELEPHONE | $304 | $304 | |
| PARTNERSHIP EXPENSE | $338,571 | $338,571 | |
| OFFICE EXPENSES | $1,542 | $1,542 | |
| NON-DEDUCTIBLE K-1 EXPENSES | $1,059 | $1,059 | |
| K-1 CHARITABLE CONTRIBUTIONS | $327 | $327 | |
| MISCELLANEOUS | $12,689 | $12,689 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME/LOSS | Desc |
| Revenue And Expenses Per Books | $347,742 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $326,039 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EMPLOYMENT TAXES | $5,645 | $5,645 | |
| FOREIGN TAXES | $5,609 | $5,609 | |
| EXCISE TAXES | $157,072 |
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