Christel DeHaan Family Foundation Inc: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- Christel DeHaan Family Foundation Inc (EIN 35-1939960)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202033219349106713
- Schema version
- 2019v5.1
- 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
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T17:14:45-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | TREASURER | PersonTitleTxt |
| Phone | 3174642333 | PhoneNum |
| Signature | 2020-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NICOLE B FISHBACK | PreparerPersonNm |
| PTIN | P01279475 | PTIN |
| Phone | 3173834000 | PhoneNum |
| Preparation | 2020-11-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.126.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 43033020203215000011 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-16 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BF275E052D140EC1CE1C50DBD16DB5346635D546 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D28352AA58614FAA5D3037BA09B51FA48B348491 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $49,709,050 | 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 | $769,525 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $769,525 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,854,837 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,645,554 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,854,837 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,178,298 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,149,446 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,802,660 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,773,808 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $70,614 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $70,614 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $8,625 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $8,625 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,690 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,018 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,672 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $71,822 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,950 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $5,872 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $332 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $38,681 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $3,094 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $35,587 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $461,176 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $451,111 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10,065 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $665,940 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $475,173 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $134,435 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,248,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,248,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,913,940 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $475,173 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,382,435 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,888,720 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,298,635 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,572,127 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,967,250 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,967,250 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $37,286,629 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $39,780,558 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $46,738,620 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $61,002 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $57,822 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,512 | LandBOYAmt |
| Land EOY | $3,180 | LandEOYAmt |
| Land EOYFMV | $3,180 | LandEOYFMVAmt |
| Total Assets BOY | $39,862,268 | TotalAssetsBOYAmt |
| Total Assets EOY | $42,750,988 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $49,709,050 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $39,862,268 | RetainedEarningBOYAmt |
| Retained Earning EOY | $42,750,988 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $39,862,268 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $42,750,988 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $39,862,268 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $42,750,988 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $39,862,268 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,888,720 | ExcessRevenueOverExpensesAmt |
| Subtotal | $42,750,988 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $42,750,988 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| EAGLE K-1 | $8,229 | $0 | $8,229 | $8,229 |
| EAGLE K-1 | $29,478 | $0 | $29,478 | $29,478 |
| FIRST STATE K-1 | $5,065 | $0 | $5,065 | $5,065 |
| FIRST STATE K-1 | $42,835 | $0 | $42,835 | $42,835 |
| BPIF K-1 | $61,964 | $0 | $61,964 | $61,964 |
| PESOF II K-1 | $939 | $0 | $939 | $939 |
| PESOF II K-1 | $71,348 | $0 | $71,348 | $71,348 |
| ABERDEEN K-1 | $2,615 | $0 | $2,615 | $2,615 |
| ABERDEEN K-1 | $13,062 | $0 | $13,062 | $13,062 |
| NTPEF IV K-1 | $0 | $3 | -$3 | -$3 |
| NTPEF IV K-1 | $301,775 | $0 | $301,775 | $301,775 |
| NTPEF V K-1 | $0 | $1,559 | -$1,559 | -$1,559 |
| NTPEF V K-1 | $102,589 | $0 | $102,589 | $102,589 |
| NORTHERN TRUST | $3,357,144 | $277,980 | $3,079,164 | $3,079,164 |
| NORTHERN TRUST | $322,742 | $311,278 | $11,464 | $11,464 |
| AEW | $0 | $2,886 | -$2,886 | -$2,886 |
| BLACKSTONE K-1 | $0 | $196,670 | -$196,670 | -$196,670 |
| NTPEF VI K-1 | $0 | $341 | -$341 | -$341 |
| NTPEF VI K-1 | $325,769 | $0 | $325,769 | $325,769 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,854,837 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,240,506 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $46,739,366 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047936 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,932,505 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $45,416,491 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042551 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,370,205 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $43,727,729 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054204 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,965,007 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $46,137,840 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.064264 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,410,141 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $46,826,756 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051469 | DistributionYr5Rt |
| Total Distribution | 0.260424 | TotalDistributionRt |
| Average Distribution | 0.052085 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $47,383,334 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,467,961 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $52,986 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,520,947 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,382,435 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $105,973 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $105,973 | SubtotalAmt |
| Tax Based On Investment Income | $105,973 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $39,866 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $39,866 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $965 | EsPenaltyAmt |
| Tax Due | $67,072 | TaxDueAmt |
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 | Yes (true) | 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 (9 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 |
|---|---|---|---|---|---|---|---|---|---|
| CHRISTEL DEHAAN | |||||||||
| 10 W Market Street Ste 1990 | Suite 1990 | Indianapolis | IN | 46204 | PRESIDENT/FOUNDER | 5.0 | $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 | SECRETARY | 5.0 | $0 | $0 | $0 |
| MARK WILLIS | |||||||||
| 10 W Market Street Ste 1990 | SUITE 1990 | Indianapolis | IN | 46204 | TREASURER | 8.0 | $0 | $0 | $0 |
| MELYNNE KLAUS | |||||||||
| 10 W Market Street Ste 1990 | SUITE 1990 | Indianapolis | IN | 46204 | EXECUTIVE DIRECTOR | 24.0 | $70,614 | $8,625 | $0 |
| NELSON HITCHCOCK III | |||||||||
| 10 W Market Street Ste 1990 | Indianapolis | IN | 46204 | DIRECTOR | 1.0 | $0 | $0 | $0 | |
| HELEN SMALL | |||||||||
| 10 W Market Street Ste 1990 | Indianapolis | IN | 46204 | DIRECTOR | 1.0 | $0 | $0 | $0 | |
| JOSEPH SCHNEIDER | |||||||||
| 10 W Market Street Ste 1990 | Indianapolis | IN | 46204 | VICE PRESIDENT | 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 | $46,155,358 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,949,550 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $48,104,908 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $48,104,908 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $721,574 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $47,383,334 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,369,167 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,369,167 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $105,973 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $105,973 | TotalTaxAmt |
| Distributable Before Adj | $2,263,194 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,263,194 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,263,194 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,382,435 | 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 | $2,382,435 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $2,382,435 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,263,194 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $498,316 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $195,775 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $694,091 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,382,435 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $2,263,194 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $119,241 | RemainingDistriFromCorpusAmt |
| Total Corpus | $813,332 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $813,332 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $498,316 | ExcessFromYear4Amt |
| Excess From Year3 | $195,775 | ExcessFromYear3Amt |
| Excess From Current Year | $119,241 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | C DEHAAN | 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 (142 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 | $30,000 | |
| Actors Theatre of Indiana | ||||||||
| 510 3rd Ave SW | Carmel | IN | 46032 | NONE | PC | General Operating Support | $2,500 | |
| 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 | |
| Art with a Heart | ||||||||
| 6002 Sunnyside Road | Indianapolis | IN | 46236 | NONE | PC | Summer Youth Program | $5,500 | |
| ArtMix Inc | ||||||||
| 1505 N Delaware St | Indianapolis | IN | 46202 | NONE | PC | Summer Youth Program | $4,000 | |
| Arts Council of Indianapolis | ||||||||
| 924 North Pennsylvania St | Indianapolis | IN | 46204 | NONE | PC | Start with Art Luncheon | $7,500 | |
| Arts Council of Indianapolis | ||||||||
| 924 North Pennsylvania St | Indianapolis | IN | 46204 | NONE | PC | DeHaan Artist of Distinction Award | $82,500 | |
| 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 Support | $4,000 | |
| Big Car Media Inc | ||||||||
| 615 N Alabama Street Suite 119 | Indianapolis | IN | 46204 | NONE | PC | General Operating Support | $25,000 | |
| Bobpresents Inc | ||||||||
| 7260 Fishback Hill Lane | Indianapolis | IN | 46278 | NONE | PC | 2019 Theatre Production Support | $5,000 | |
| Booth Tarkington Civic Inc | ||||||||
| 3 Center Green 300 | Carmel | IN | 46032 | NONE | PC | General Operating Support | $45,000 | |
| Butler University | ||||||||
| 4600 Sunset Avenue | Indianapolis | IN | 46208 | NONE | PC | 2020 C.DeHaan VITA Program | $45,000 | |
| Cathedral High School-Cathedral Trustees Inc | ||||||||
| 5225 East 56th St | Indianapolis | IN | 46226 | NONE | PC | 2020 Choir & ShamrAuction Event | $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 - Angel Investors Initiative | $5,000 | |
| 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 | Spotlight Event | $5,000 | |
| Children's TheraPlay Foundation | ||||||||
| 9919 Towne Road | Carmel | IN | 46032 | NONE | PC | General Operating Support | $4,000 | |
| Christel House Academy Inc | ||||||||
| 2717 South East Street | Indianapolis | IN | 46225 | NONE | PC | IN Fever Partnership | $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 | $10,000 | |
| Christel House International | ||||||||
| 10 West Market Street Ste 1990 | Indianapolis | IN | 46204 | NONE | PC | General Operating Support for Christel House Mexico | $1,500 | |
| Christel House International | ||||||||
| 10 West Market Street Ste 1990 | Indianapolis | IN | 46204 | NONE | PC | General Operating Support | $5,000 | |
| Classical Music Indy | ||||||||
| 1630 N Meridian Street Ste 440 | Indianapolis | IN | 46202 | NONE | PC | General Operating Support | $15,000 | |
| Conner Prairie Museum Inc | ||||||||
| 13400 Allisonville Rd | Fishers | IN | 46038 | NONE | PC | Museum Theatre Program | $25,000 | |
| Cranberry Sunset Farm Inc | ||||||||
| 1964 Main Street | Marston Mills | MA | 02648 | NONE | PC | General Operating Support | $1,000 | |
| Cristo Rey Network | ||||||||
| 11 East Adams Street Suite 800 | Chicago | IL | 60603 | NONE | PC | General Operating Support - Indy School in Honor of Sara & John Lechleiter | $5,000 | |
| Culver Educational Foundation | ||||||||
| 1300 Academy Road | Culver | IN | 46511 | NONE | PC | Leadership Scholarship Fund | $31,600 | |
| Dance Kaleidoscope | ||||||||
| 4603 Clarendon Road | Indianapolis | IN | 46208 | NONE | PC | General Operating Support - Professional Company | $100,000 | |
| Delta Waterfowl Foundation-NE Indiana | ||||||||
| 1845 W Maumee St | Angola | IN | 46703 | NONE | PC | General Operating Support | $6,000 | |
| Delta Waterfowl Foundation-NE Indiana | ||||||||
| 1845 W Maumee St | Angola | IN | 46703 | NONE | PC | Duck Day Project | $6,000 | |
| Early Music Associates | ||||||||
| PO Box 734 | Bloomington | IN | 47402 | NONE | PC | General Operating Support - Alchymy Viols | $3,500 | |
| Eiteljorg Museum of American Indians & Western | ||||||||
| 500 West Washington Street | Indianapolis | IN | 46204 | NONE | PC | Indian Market & Festival | $5,000 | |
| Exponent Philanthropy | ||||||||
| 1720 N Street NW | Washington | DC | 20036 | NONE | PC | Annual Support | $750 | |
| Fairbanks Hospital Inc | ||||||||
| 8102 Clearvista Parkway | Indianapolis | IN | 46256 | NONE | PC | Circle of Hope Dinner | $5,000 | |
| Festival Music Society of Indiana | ||||||||
| 3646 Bay Road South Dr | Indianapolis | IN | 46240 | NONE | PC | Free Family Concert | $5,000 | |
| Foundation for Lutheran Child & Family Services | ||||||||
| 1525 North Ritter Avenue | Indianapolis | IN | 46219 | NONE | PC | The Walk Challenge - In Honor of S. Schumachers | $5,000 | |
| Fractured Atlas | ||||||||
| 248 W 35th Street | New York | NY | 10001 | NONE | PC | General Operating Support | $25,000 | |
| Freetown Village | ||||||||
| PO Box 1041 | Indianapolis | IN | 46206 | NONE | PC | Summer Youth Program | $2,000 | |
| Girls Incorporated | ||||||||
| 3935 N Meridian St | Indianapolis | IN | 46208 | NONE | PC | General Operating Support - In Honor of Touchstone Awards Dinner | $1,000 | |
| Girls Incorporated | ||||||||
| 3935 N Meridian St | Indianapolis | IN | 46208 | NONE | PC | General Operating Support | $1,000 | |
| Girls Incorporated | ||||||||
| 3935 N Meridian St | Indianapolis | IN | 46208 | NONE | PC | General Operating Support | $5,000 | |
| Gleaners Food Bank of Indiana Inc | ||||||||
| 3737 Waldemere Ave | Indianapolis | IN | 46241 | NONE | PC | Summer Meals for Kids | $500 | |
| Gleaners Food Bank of Indiana Inc | ||||||||
| 3737 Waldemere Ave | Indianapolis | IN | 46241 | NONE | PC | General Operating Support | $10,000 | |
| Great American Songbook Foundation | ||||||||
| 1 Center Green | Carmel | IN | 46032 | NONE | PC | General Operating Support | $10,000 | |
| Gregory Hancock Dance Theatre | ||||||||
| 329 Gradle Drive | Carmel | IN | 46032 | NONE | PC | General Operating Support | $40,000 | |
| 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 | |
| Horizon Christian Fellowship | ||||||||
| 7702 Indian Lake Rd | Indianapolis | IN | 46236 | NONE | PC | Discovery Program | $1,500 | |
| Iibada Dancers Inc | ||||||||
| 609 E 29th St | Indianapolis | IN | 46205 | NONE | PC | Summer Youth Program | $3,000 | |
| Indiana Ballet Conservatory | ||||||||
| 849 West Carmel Drive | Carmel | IN | 46032 | NONE | PC | General Operating Support | $5,000 | |
| Indiana Blind Children's Foundation | ||||||||
| 7725 North College Ave | Indianapolis | IN | 46240 | NONE | PC | No Limits Celebration & kick-Off | $1,500 | |
| Indiana Historical Society | ||||||||
| 450 W Ohio St | Indianapolis | IN | 46202 | NONE | PC | Living Legends Gala Event | $5,000 | |
| Indiana Historical Society | ||||||||
| 450 W Ohio St | Indianapolis | IN | 46202 | NONE | PC | You are There 1915: M Walker Ed Exhibit | $10,000 | |
| Indiana India Business Council | ||||||||
| PO Box 681343 | Indianapolis | IN | 46268 | NONE | PC | IIBC's 2nd Annual Gala | $6,000 | |
| Indiana Performing Arts Centre Inc | ||||||||
| 401 E Michigan St | Indianapolis | IN | 46204 | NONE | PC | Summer Youth Program | $2,000 | |
| 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 | $3,500 | |
| Indiana University Foundation | ||||||||
| PO Box 1847 | Bloomington | IN | 47402 | NONE | PC | Fund Cancer Research - In Memory of John Guion | $3,500 | |
| Indiana University Foundation | ||||||||
| PO Box 1847 | Bloomington | IN | 47402 | NONE | PC | Lilly Family School of Philanthropy | $500 | |
| Indianapolis Art Center | ||||||||
| 820 E 67th Street | Indianapolis | IN | 46220 | NONE | PC | Cultural Stage - Broad Ripple Arts Festival | $5,000 | |
| Indianapolis Art Center | ||||||||
| 820 E 67th Street | Indianapolis | IN | 46220 | NONE | PC | Summer Youth Program | $3,500 | |
| Indianapolis Ballet Inc | ||||||||
| 502 N Capitol Avenue Ste B | Indianapolis | IN | 46204 | NONE | PC | General Operating Support | $25,000 | |
| 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 Garden Club | ||||||||
| PO Box 90227 | Indianapolis | IN | 462900227 | NONE | PC | Garden Walk | $500 | |
| Indianapolis Garden Club | ||||||||
| PO Box 90227 | Indianapolis | IN | 462900227 | NONE | PC | General Operating Support | $2,500 | |
| Indianapolis Legal Aid Society | ||||||||
| 615 N Alabama St 122 | Indianapolis | IN | 46204 | NONE | PC | 2019 Ignite the Night Roast of Judge J. Tinder | $5,000 | |
| Indianapolis Marion County Public Library Foundati | ||||||||
| 2450 N Meridian Street | Indianapolis | IN | 46206 | NONE | PC | Public Art Program at Michigan Rd Branch | $20,000 | |
| Indianapolis Marion County Public Library Foundati | ||||||||
| 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 | 2019-2020 Season | $2,500 | |
| 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 | $25,000 | |
| Indianapolis Opera Company | ||||||||
| 4011 N Pennsylvania Street | Indianapolis | IN | 46205 | NONE | PC | General Operating Support | $25,000 | |
| Indianapolis Shakespeare Company | ||||||||
| 4600 Sunset Avenue | Indianapolis | IN | 46208 | NONE | PC | General Operating Support | $25,000 | |
| 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 | $35,000 | |
| Indianapolis Zoological Society | ||||||||
| PO Box 22309 | Indianapolis | IN | 46222 | NONE | PC | Support for Conservation Efforts | $30,000 | |
| Indianapolis Zoological Society | ||||||||
| PO Box 22309 | Indianapolis | IN | 46222 | NONE | PC | Gold Sponsor 2020 Indy Prize Gala | $10,000 | |
| Indianapolis-Liederkranz Inc | ||||||||
| 1417 E Washington Street | Indianapolis | IN | 46201 | NONE | PC | General Operating Support | $10,000 | |
| Indy Jazz Fest Foundation Inc | ||||||||
| PO Box 20857 | Indianapolis | IN | 46220 | NONE | PC | General Operating Support for Indy 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 | $5,000 | |
| International Center | ||||||||
| One Indiana Square Suite 2000 | Indianapolis | IN | 46204 | NONE | SO I | International Citizen of Year Event | $5,000 | |
| International Violin Competition of Indianapolis | ||||||||
| 32 E Washington Street Ste 1320 | Indianapolis | IN | 46204 | NONE | PC | General Operating Support | $45,000 | |
| ISO 2020 Grant payable | ||||||||
| 32 E Washington St Ste 600 | Indianapolis | IN | 46204 | NONE | PC | General Operating Support | $74,400 | |
| IVY Tech Foundation | ||||||||
| 50 W Fall Creek Parkway N Dr | Indianapolis | IN | 46208 | NONE | PC | General Operating Support - Scholarship Culinary School Trip | $20,000 | |
| Jewish Community Center of Indianapolis | ||||||||
| 6701 Hoover Road | Indianapolis | IN | 46260 | NONE | PC | 2019 Ann Katz Festival of Books & Arts | $5,000 | |
| Kids Dance Outreach | ||||||||
| 456 N Meridian St 44801 | Indianapolis | IN | 46244 | NONE | PC | Summer Youth Program | $5,000 | |
| Lambda Legal Defense & Education Fund Inc | ||||||||
| Midwest Regional Office 105 West A | Chicago | IL | 60603 | NONE | PC | General Operating Support | $5,000 | |
| Lifeline Humanitarian Organization | ||||||||
| 444 N Michigan Ave Suite 1200 | Chicago | IL | 60611 | NONE | PC | General Operating Support - In Honor of Crown Princess Katherine | $10,000 | |
| Marian University | ||||||||
| 3200 Cold Spring Rd | Indianapolis | IN | 46222 | NONE | PC | Thrive Gala Gold Table Sponsor | $7,500 | |
| Marian University | ||||||||
| 3200 Cold Spring Rd | Indianapolis | IN | 46222 | NONE | PC | Founders Classic Honoring McNulty Young Family | $500 | |
| Metropolitan Opera Assoc | ||||||||
| Indiana University Bryan House | Bloomington | IN | 47405 | NONE | PC | General Operating Support | $3,000 | |
| National Wild Turkey Federation | ||||||||
| PO Box 530 | Edgefield | SC | 29824 | NONE | PC | General Operating Support | $6,000 | |
| Ovar Coming Together | ||||||||
| 2625 N Meridian Street Suite 108 | Indianapolis | IN | 46208 | NONE | PC | Fund Research Ovarian Cancer | $2,500 | |
| PACE Inc | ||||||||
| 2855 North Keystone Ave Suite 170 | Indianapolis | IN | 46218 | NONE | PC | General Operating Support | $25,000 | |
| Partnerships for Lawrence | ||||||||
| 4437 N Franklin Road | Lawrence | IN | 46226 | NONE | PC | Summer Youth Program | $5,000 | |
| Percussive Arts Society | ||||||||
| 110 W Washington Street Suite A | Indianapolis | IN | 46204 | NONE | PC | 2019-2020 Rhythm! after hours performance | $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 | General Operating Support - HS Orchestra | $5,000 | |
| Progress House | ||||||||
| 201 Shelby Street | Indianapolis | IN | 46202 | NONE | PC | Designated Grant for HVAC replacement | $7,500 | |
| RC Archdiocese of Indianapolis | ||||||||
| 1400 North Meridian Street | Indianapolis | IN | 46202 | NONE | PC | Save the Steeples campaign | $10,000 | |
| Restored Inc | ||||||||
| 300 N Meridian St Ste 2700 | Indianapolis | IN | 46204 | NONE | PC | General Operating Support | $2,500 | Suite A |
| 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 | General Operating Support - Music in Honor of Brianna Holt | $1,500 | |
| Spoleto Festival USA | ||||||||
| 14 George Street PO Box 157 | Charleston | SC | 29402 | NONE | PC | General Operating Support | $13,000 | |
| St Vincent Hospital and HealthCare | ||||||||
| 8402 Harcourt Road Ste 210 | Indianapolis | IN | 46240 | NONE | PC | General Operating Support - Healing Arts Program | $10,000 | |
| Step-Up Inc | ||||||||
| 4755 Kingsway Drive Suite 105 | Indianapolis | IN | 46205 | NONE | PC | General Operating Support | $40,000 | |
| Storefront Theatre of Indianapolis Inc | ||||||||
| 8555 River Road | Indianapolis | IN | 46240 | NONE | PC | General Operating Support | $5,000 | |
| Summer Stock Stage | ||||||||
| PO Box 301121 | Indianapolis | IN | 46240 | NONE | PC | General Operating Support | $25,000 | |
| Summit Performance Indianapolis | ||||||||
| 705 N Illinois St | Indianapolis | IN | 46204 | NONE | PC | General Operating Support | $2,500 | |
| Symphonic Youth Orchestra | ||||||||
| 4888 Auburn Ford | Greenwood | IN | 46142 | NONE | PC | Summer Youth Program | $1,500 | |
| Teachers' Treasures Inc | ||||||||
| 1800 E 10th Street | Indianapolis | IN | 46201 | NONE | PC | Caring Spirit Award Event honoring Dan Elsener | $1,250 | |
| The Children's Museum of Indianapolis | ||||||||
| 3000 N Meridian Street | Indianapolis | IN | 46208 | NONE | PC | 2019 Lily Theater Holiday Production | $25,000 | |
| The Mind Trust | ||||||||
| 1630 N Meridian St Ste 450 | Indianapolis | IN | 46202 | NONE | PC | General Operating Support | $5,000 | |
| The New Harmony Project | ||||||||
| PO Box 441062 | Indianapolis | IN | 46244 | NONE | PC | General Operating Support - Indy Play Fest 2020 | $5,000 | |
| The Oaks Academy | ||||||||
| 1301 East 16th Street | Indianapolis | IN | 46202 | NONE | PC | General Operating Support | $10,000 | |
| The Sapphire Theatre Company | ||||||||
| PO Box 44122 | Indianapolis | IN | 46244 | NONE | PC | General Operating Support | $5,000 | |
| 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 | General Operating Support - Tocqueville Society | $10,000 | |
| University of Indianapolis | ||||||||
| 1400 E Hanna Avenue | Indianapolis | IN | 46227 | NONE | PC | General Operating Support - Indy Quartet | $50,000 | |
| Village of Merici Inc | ||||||||
| 5707 Lawton Loop East Dr Box 22 | Indianapolis | IN | 46216 | NONE | PC | General Operating Support | $10,000 | |
| Visually Impaired Preschool Services | ||||||||
| 1100 W 42nd Street Suite 228 | Indianapolis | IN | 46208 | NONE | PC | ReVision Art Exhibition | $2,000 | |
| Volunteers of America Indiana Inc | ||||||||
| 912 N Delaware St | Indianapolis | IN | 46202 | NONE | PC | General Operating Support | $500 | |
| 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 1st Annual Gala | $500 | |
| Whitetails Unlimited | ||||||||
| PO Box 263 | Ashley | IN | 46705 | NONE | PC | General Operating Support | $6,000 | |
| Woodrow Wilson National Fellowship Foundation | ||||||||
| P O Box 5281 | Princeton | NJ | 085435281 | NONE | PC | Arthur Levine President's Fund | $10,000 | |
| Woodstock Historical Foundation | ||||||||
| 1301 W 38th St | Indianapolis | IN | 46208 | NONE | PC | General Operating Support | $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 | $2,248,000 | 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 | 2020 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 | $769,525 | 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 | $3,854,837 | 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 | $28,852 | 14 | $1,148,096 |
| OTHER INCOME/LOSS | 14 | $1,350 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $28,852 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,773,808 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,802,660 | 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 | $14,690 | Amt |
| Net Investment Income | $11,018 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,672 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MELYNNE KLAUS | PersonNm |
| Short Explanation | MELYNNE KLAUS IS ALSO THE ASSISTANT SECRETARY. HOWEVER, SHE IS NOT COMPENSATED FOR THESE SERVICES. | ShortExplanationTxt |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (30 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BLACKSTONE PARK AVENUE FUND | $4,617,882 | $4,482,880 |
| BLACKSTONE IF NONTAXABLE LP | $4,627,557 | $4,510,059 |
| PESO FUND III | $1,120,771 | $1,554,817 |
| TIFF ABSOLUTE RETURN POOL | $0 | $0 |
| COMMODITIES | $482,766 | $251,710 |
| ATLANTA | $1,060,387 | $1,567,444 |
| NTPEF IV | $794,507 | $1,495,264 |
| FIRST STATE | $1,825,879 | $1,962,275 |
| PE CASH | $77,542 | $77,542 |
| HARDING LOEVNER | $731,322 | $1,035,765 |
| KNIGHTHEAD REAL ESTATE II | $1,812,690 | $1,796,665 |
| NT PE V | $950,876 | $1,591,899 |
| TT MID CAP | $0 | $0 |
| PASSIVE LADDER | $3,865,977 | $3,874,929 |
| METRO ULTRA SHORT | $1,168,071 | $1,164,937 |
| EAGLE | $2,385,314 | $3,730,711 |
| KNIGHTHEAD REAL ESTATE | $28,286 | $12,610 |
| ABERDEEN (FLAG) | $616,014 | $821,024 |
| PESO FUND II | $326,082 | $458,231 |
| NT PE VI | $1,146,289 | $1,719,749 |
| AEW | $722,349 | $745,845 |
| EAGLE GLOBAL | $11,894 | $0 |
| MFS INTL VALUE | $891,061 | $1,138,689 |
| VAN RUSSELL GROWTH | $2,044,631 | $3,687,953 |
| NTPEF VII | $504,315 | $607,777 |
| SPONSOR BACK CF | $460,296 | $484,871 |
| VAN 500 INDEX | $1,439,583 | $1,552,671 |
| VAN HY CORP BOND | $1,226,117 | $1,271,051 |
| WELLINGTON | $3,100,000 | $3,339,368 |
| TOWER HOUSE | $1,742,100 | $1,801,884 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| STAFF COSTS | $118 | $118 | |
| DELIVERY & COURIER SERVICES | $13 | $13 | |
| DUES & SUBSCRIPTIONS | $2,195 | $2,195 | |
| SOFTWARE MAINTENANCE | $360 | $360 | |
| INSURANCE | $2,341 | $2,341 | |
| TELEPHONE | $256 | $256 | |
| PARTNERSHIP EXPENSE | $451,111 | $451,111 | |
| OFFICE EXPENSES | $2,184 | $2,184 | |
| NON-DEDUCTIBLE K-1 EXPENSES | $1,952 | $1,952 | |
| K-1 CHARITABLE CONTRIBUTIONS | $624 | $624 | |
| LICENSE & FEES | $22 | $22 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PARTNERSHIP INCOME/LOSS | $1,176,948 | $1,148,096 |
| OTHER INCOME/LOSS | $1,350 | $1,350 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EMPLOYMENT TAXES | $5,872 | $5,872 | |
| FOREIGN TAXES | $9,950 | $9,950 | |
| EXCISE TAXES | $56,000 |
Comments