Christel DeHaan Family Foundation Inc: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- Christel DeHaan Family Foundation Inc (EIN 35-1939960)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201913189349101141
- Schema version
- 2018v3.1
- 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
- Schedule B
- 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 | 2019-11-14T09:42:41-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-11-15 | 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 | 2019-11-15 | 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 | 43033020193185000006 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-11-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 14D46ABDBF22EFC704AEA965A0E99A37C943FEF0 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B77B5E581F806D9CFF6850E50A3C51F547167C74 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $45,937,246 | 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 | $32,863 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $902,850 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $902,850 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,727,774 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,644,952 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,727,774 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $855,922 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $892,866 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,519,409 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,523,490 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $66,005 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $66,005 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $7,976 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $7,976 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,250 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $14,711 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,193 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $5,518 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $332 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $34,419 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $2,753 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $31,666 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $426,363 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $407,428 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $18,935 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $562,806 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $429,124 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $133,350 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,138,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,138,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,700,906 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $429,124 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,271,450 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $818,503 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,094,366 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,568,662 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,572,127 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,572,127 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $36,471,260 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $37,286,629 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $43,361,607 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $61,002 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $57,490 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,843 | LandBOYAmt |
| Land EOY | $3,512 | LandEOYAmt |
| Land EOYFMV | $3,512 | LandEOYFMVAmt |
| Total Assets BOY | $39,043,765 | TotalAssetsBOYAmt |
| Total Assets EOY | $39,862,268 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $45,937,246 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $39,043,765 | RetainedEarningBOYAmt |
| Retained Earning EOY | $39,862,268 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $39,043,765 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $39,862,268 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $39,043,765 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $39,862,268 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $39,043,765 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $818,503 | ExcessRevenueOverExpensesAmt |
| Subtotal | $39,862,268 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $39,862,268 | 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 |
|---|---|---|---|---|
| EAGLE K-1 | $0 | $8,298 | -$8,298 | -$8,298 |
| FIRST STATE K-1 | $8,436 | $0 | $8,436 | $8,436 |
| FIRST STATE K-1 | $75,748 | $0 | $75,748 | $75,748 |
| BLACKSTONE K-1 | $99,945 | $0 | $99,945 | $99,945 |
| BPIF K-1 | $68,774 | $0 | $68,774 | $68,774 |
| PESOF II K-1 | $694 | $0 | $694 | $694 |
| PESOF II K-1 | $20,149 | $0 | $20,149 | $20,149 |
| ABERDEEN K-1 | $2,244 | $0 | $2,244 | $2,244 |
| ABERDEEN K-1 | $44,182 | $0 | $44,182 | $44,182 |
| NTPEF IV K-1 | $881 | $0 | $881 | $881 |
| NTPEF IV K-1 | $199,649 | $0 | $199,649 | $199,649 |
| NTPEF V K-1 | $0 | $3,227 | -$3,227 | -$3,227 |
| NTPEF V K-1 | $87,239 | $0 | $87,239 | $87,239 |
| AEW | $333 | -$333 | -$333 | |
| PE CASH | $1,493 | $1,493 | $1,493 | |
| NORTHERN TRUST | $7,628,305 | $6,470,924 | $1,157,381 | $1,157,381 |
| NORTHERN TRUST | $407,213 | $434,396 | -$27,183 | -$27,183 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,727,774 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,932,505 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $45,416,491 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042551 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,370,205 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $43,727,729 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054204 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,965,007 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $46,137,840 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.064264 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,410,141 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $46,826,756 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051469 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $838,611 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $45,101,330 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.018594 | DistributionYr5Rt |
| Total Distribution | 0.231082 | TotalDistributionRt |
| Average Distribution | 0.046216 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $46,739,366 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,160,107 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $30,944 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,191,051 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,271,450 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $30,944 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $30,944 | SubtotalAmt |
| Tax Based On Investment Income | $30,944 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $34,310 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $34,310 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $3,366 | OverpaymentAmt |
| Applied To ES Tax | $3,366 | 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 (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 | $66,005 | $7,976 | $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 | $45,069,945 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,381,188 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $47,451,133 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $47,451,133 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $711,767 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $46,739,366 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,336,968 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,336,968 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $30,944 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $30,944 | TotalTaxAmt |
| Distributable Before Adj | $2,306,024 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,306,024 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,306,024 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,271,450 | 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 | $2,271,450 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $30,944 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,240,506 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,306,024 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $532,890 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $195,775 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $728,665 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,271,450 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $2,271,450 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $34,574 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $34,574 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $694,091 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $694,091 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $498,316 | ExcessFromYear3Amt |
| Excess From Year2 | $195,775 | ExcessFromYear2Amt |
| 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 (155 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 | $5,000 | |
| ALS Rocky Mountain Chapter | ||||||||
| 10855 Dover St Ste 500 | Broomfield | CO | 80021 | NONE | PC | General Operating Support | $1,000 | |
| ALS Rocky Mountain Chapter | ||||||||
| 10855 Dover St Ste 500 | Broomfield | CO | 80021 | NONE | PC | General Operating Support | $250 | |
| American Cabaret Theatre | ||||||||
| 121 Monument Circle Ste 516 | Indianapolis | IN | 46204 | NONE | PC | General Operating Support | $50,000 | |
| American Cancer Society | ||||||||
| 5635 W 96th St Ste 100 | Indianapolis | IN | 46278 | NONE | PC | General Operating Support | $500 | |
| American Pianist Assoc | ||||||||
| 4603 Clarendon Road Suite 030 | Indianapolis | IN | 46208 | NONE | PC | General Operating Support | $80,000 | |
| Athenaeum Foundation | ||||||||
| 401 E Michigan St | Indianapolis | IN | 46204 | NONE | SO I | General Operating Support - Summitt Performance Theatre | $1,500 | |
| Anti-Defamation League of B'nai B'rith | ||||||||
| 605 3rd Ave | New York | NY | 10158 | NONE | PC | General Operating Support - Man of Achievement Dinner | $5,000 | |
| Arts Council of Indianapolis | ||||||||
| 924 North Pennsylvania St | Indianapolis | IN | 46204 | NONE | PC | DeHaan Artist of Distinction Award | $82,500 | |
| 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 | $3,500 | |
| Arts Council of Indianapolis | ||||||||
| 924 North Pennsylvania St | Indianapolis | IN | 46204 | NONE | PC | Start w/ Art Luncheon | $7,500 | |
| Arts for Learning | ||||||||
| 3921 N Meridian Street Ste 210 | Indianapolis | IN | 46208 | NONE | PC | General Operating Support | $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 plus German Heritage Fest | $4,500 | |
| Benjamin Harris Presidential Site Inc | ||||||||
| 1230 N Delaware Street | Indianapolis | IN | 46202 | NONE | PC | Candlelight Theatre Series | $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 | Theatre Productions | $5,000 | |
| Booth Tarkington Civic Inc | ||||||||
| 3 Center Green 300 | Carmel | IN | 46032 | NONE | PC | General Operating Support | $45,000 | |
| Building Tomorrow | ||||||||
| 407 Fulton Street | Indianapolis | IN | 46202 | NONE | PC | General Operating Support | $10,000 | |
| Cathedral High School-Cathedral Trustees Inc | ||||||||
| 5225 East 56th St | Indianapolis | IN | 46226 | NONE | PC | Shamrauction event support | $5,000 | |
| 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 | $10,000 | |
| Central Indiana Community Foundation | ||||||||
| 615 N Alabama Street | Indianapolis | IN | 46204 | NONE | PC | General Operating Support | $3,000 | |
| Central Indiana Community Foundation | ||||||||
| 615 N Alabama Street | Indianapolis | IN | 46204 | NONE | PC | Spotlight Event health Foundation | $5,000 | |
| 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 | $3,500 | |
| Christel House International | ||||||||
| 10 West Market Street Ste 1990 | Indianapolis | IN | 46204 | NONE | PC | General Operating Support - Mexico | $1,500 | |
| Chrysalis Community Inc | ||||||||
| PO Box 68173 | Indianapolis | IN | 46268 | NONE | PC | General Operating Support | $1,000 | |
| Classical Music Indy | ||||||||
| 1630 N Meridian Street Ste 440 | Indianapolis | IN | 46202 | NONE | PC | General Operating Support | $20,000 | |
| Conner Prairie Museum Inc | ||||||||
| 13400 Allisonville Rd | Fishers | IN | 46038 | NONE | PC | Theatre Program Support | $25,000 | |
| Cranberry Sunset Farm Inc | ||||||||
| 1964 Main Street | Marston Mills | MA | 02648 | NONE | PC | General Operating Support | $750 | |
| Culver Educational Foundation | ||||||||
| 1300 Academy Road | Culver | IN | 46511 | NONE | PC | Education Leadership Scholarship Fund | $27,450 | |
| Dado Animal Fund | ||||||||
| 6971 Central Blvd | Zionsville | IN | 46077 | NONE | PC | General Operating Support | $5,000 | |
| Dance Kaleidoscope | ||||||||
| 4603 Clarendon Road | Indianapolis | IN | 46208 | NONE | PC | General Operating Support | $100,000 | |
| Dancing for Diabetes | ||||||||
| 195 S Westmonte Dr Ste 1128 | Altamonte Springs | FL | 32714 | NONE | PC | General Operating Support | $2,500 | |
| Delta Waterfowl Foundation-NE Indiana | ||||||||
| 1845 W Maumee St | Angola | IN | 46703 | NONE | PC | Annual Duck Day | $2,500 | |
| Delta Waterfowl Foundation-NE Indiana | ||||||||
| 1845 W Maumee St | Angola | IN | 46703 | NONE | PC | Annual Duck Day | $2,500 | |
| Early Music in Motion | ||||||||
| PO Box 7921 | Bloomington | IN | 47402 | NONE | PC | Alchomy Viols | $3,500 | |
| Eiteljorg Museum of American Indians & Western | ||||||||
| 500 West Washington Street | Indianapolis | IN | 46204 | NONE | PC | Indian Market & Festival | $5,000 | |
| Eiteljorg Museum of American Indians & Western | ||||||||
| 500 West Washington Street | Indianapolis | IN | 46204 | NONE | PC | Sponsor of Event held June 21st | $10,000 | |
| Exponent Philanthropy | ||||||||
| 1720 N Street NW | Washington | DC | 20036 | NONE | PC | General Operating Support | $1,000 | |
| Fairbanks Hospital Inc | ||||||||
| 8102 Clearvista Parkway | Indianapolis | IN | 46256 | NONE | PC | Circle of Hope Dinner | $10,000 | |
| Festival Music Society of Indiana | ||||||||
| 3646 Bay Road South Dr | Indianapolis | IN | 46240 | NONE | PC | Annual Free Family Concert | $5,000 | |
| Foundation for Lutheran Child & Family Services | ||||||||
| 1525 North Ritter Avenue | Indianapolis | IN | 46219 | NONE | PC | General Operating Support | $5,000 | |
| Fractured Atlas | ||||||||
| 248 W 35th Street | New York | NY | 10001 | NONE | PC | General Operating Support Piggyback | $5,000 | |
| Fractured Atlas | ||||||||
| 248 W 35th Street | New York | NY | 10001 | NONE | PC | Artrageous with Nate | $25,000 | |
| Freetown Village | ||||||||
| PO Box 1041 | Indianapolis | IN | 46206 | NONE | PC | Summer Youth Program | $1,500 | |
| Girls Incorporated | ||||||||
| 3935 N Meridian St | Indianapolis | IN | 46208 | NONE | PC | General Operating Support - Honor of Touchstone Awards Dinner | $5,000 | |
| Girls Incorporated | ||||||||
| 3935 N Meridian St | Indianapolis | IN | 46208 | NONE | PC | General Operating Support - Honor of Touchstone Awards Dinner | $1,000 | |
| Great American Songbook Foundation | ||||||||
| 1 Center Green | Carmel | IN | 46032 | NONE | PC | General Operating Support | $10,000 | |
| Harrison Center for the Arts | ||||||||
| 1505 North Delaware Street | Indianapolis | IN | 46202 | NONE | SO I | General Operating Support | $50,000 | |
| Heart of Phoenix Equine Rescue | ||||||||
| PO Box 81 | Shoals | WV | 25562 | NONE | PC | General Operating Support | $3,500 | |
| 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 | $1,000 | |
| Iibada Dancers Inc | ||||||||
| 609 E 29th St | Indianapolis | IN | 46205 | NONE | PC | Summer Youth Program | $3,000 | |
| Immigrant Welcome Center Inc | ||||||||
| 901 Shelby St Ste B300 | Indianapolis | IN | 46203 | NONE | PC | TEDxIndianapolis Women 2018 Sponsorship | $2,500 | |
| Indiana Ballet Conservatory | ||||||||
| 849 West Carmel Drive | Carmel | IN | 46032 | NONE | PC | General Operating Support | $5,000 | |
| Indiana Historical Society | ||||||||
| 450 W Ohio St | Indianapolis | IN | 46202 | NONE | PC | Aid organization on compete payment on facility | $30,000 | |
| Indiana Hunter Education Association | ||||||||
| 8559 E 350 N | Montpelier | IN | 47359 | NONE | PC | Education Programs | $2,000 | |
| Indiana India Business Council | ||||||||
| PO Box 681343 | Indianapolis | IN | 46268 | NONE | PC | IIBC 1st Annual Gala | $6,000 | |
| Indiana Performing Arts Centre Inc | ||||||||
| 401 E Michigan St | Indianapolis | IN | 46204 | NONE | PC | Summer Youth Program | $1,500 | |
| 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 | $3,500 | |
| Indiana State Museum Foundation | ||||||||
| 650 West Washington Street | Indianapolis | IN | 46204 | NONE | PC | General Operating Support Honor of Annual Tribute Dinner | $2,500 | |
| Indiana University Foundation | ||||||||
| PO Box 1847 | Bloomington | IN | 47402 | NONE | PC | Lilly Family School of Philanthropy | $1,000 | |
| Indiana University Foundation | ||||||||
| PO Box 1847 | Bloomington | IN | 47402 | NONE | PC | Summer Youth Program | $3,000 | |
| Indianapolis Art Center | ||||||||
| 820 E 67th Street | Indianapolis | IN | 46220 | NONE | PC | Cultural Stage-Broad Ripple Arts Festival | $4,500 | |
| Indianapolis Art Center | ||||||||
| 820 E 67th Street | Indianapolis | IN | 46220 | NONE | PC | Summer Youth Program | $3,500 | |
| Indianapolis Arts Chorale Inc | ||||||||
| 5500 N Meridian St | Indianapolis | IN | 46208 | NONE | PC | General Operating Support | $2,000 | |
| Indianapolis Arts Chorale Inc | ||||||||
| 5500 N Meridian St | Indianapolis | IN | 46208 | NONE | PC | General Operating Support | $3,500 | |
| Indianapolis Ballet Inc | ||||||||
| 502 N Capitol Avenue Ste B | Indianapolis | IN | 46204 | NONE | PC | General Operating Support | $25,000 | |
| Indianapolis Ballet Inc | ||||||||
| 502 N Capitol Avenue Ste B | Indianapolis | IN | 46204 | NONE | PC | General Operating Support | $2,000 | |
| Indianapolis Chamber Orchestra | ||||||||
| 4603 Clarendon Road | Indianapolis | IN | 46208 | NONE | PC | General Operating Support | $60,000 | |
| Indianapolis Children's Choir | ||||||||
| 4600 Sunset Avenue | Indianapolis | IN | 46208 | NONE | PC | General Operating Support | $45,000 | |
| Indianapolis Dance Company Inc | ||||||||
| 329 Gradle Drive | Carmel | IN | 46032 | NONE | PC | General Operating Support | $40,000 | |
| Indianapolis Garden Club | ||||||||
| PO Box 90227 | Indianapolis | IN | 462900227 | NONE | PC | Garden Walk | $500 | |
| Indianapolis Legal Aid Society | ||||||||
| 615 N Alabama St 122 | Indianapolis | IN | 46204 | NONE | PC | Sponsor of Roast | $5,000 | |
| 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 | General Operating Support | $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 | Clowes Circle newfields | $25,000 | |
| Indianapolis Museum of Contemporary Art | ||||||||
| 220 E South St | Indianapolis | IN | 46225 | NONE | PC | General Operating Support | $4,000 | |
| 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 | $1,500 | |
| 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 | Conservation Efforts | $30,000 | |
| 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 - 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 Violin Competition of Indianapolis | ||||||||
| 32 E Washington Street Ste 1320 | Indianapolis | IN | 46204 | NONE | PC | General Operating Support | $60,000 | |
| Ivy Tech Foundation | ||||||||
| 50 W Fall Creek Parkway N Dr | Indianapolis | IN | 46208 | NONE | PC | $15K General Operating Support & $5K Scholarship Culinary trip to Europe | $20,000 | |
| Jewish Community Center of Indianapolis | ||||||||
| 6701 Hoover Road | Indianapolis | IN | 46260 | NONE | PC | Ann Katz Festival of Books | $5,000 | |
| Julian Center Inc | ||||||||
| 2011 North Meridian St | Indianapolis | IN | 46202 | NONE | PC | General Operating Support | $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 | |
| Little Red Door Cancer Agency | ||||||||
| 1801 N Meridian St | Indianapolis | IN | 46202 | NONE | PC | Art Piece signage in front of Reno Facility | $10,000 | |
| Marian University | ||||||||
| 3200 Cold Spring Rd | Indianapolis | IN | 46222 | NONE | PC | Transformation Gala Gold Table Sponsor | $5,000 | |
| MONC Indiana District | ||||||||
| 1201 East Third Street | Bloomington | IN | 47405 | NONE | PC | Indiana District Auditions | $3,000 | |
| MSD of Lawrence Township Foundation | ||||||||
| 6501 Sunnyside Rd Suite A219 | Indianapolis | IN | 46236 | NONE | PC | Summer Youth Program | $1,500 | |
| National Wild Turkey Federation | ||||||||
| PO Box 530 | Edgefield | SC | 29824 | NONE | PC | General Operating Support | $7,000 | |
| National Wild Turkey Federation | ||||||||
| PO Box 530 | Edgefield | SC | 29824 | NONE | PC | Women in the Outdoors Program | $2,500 | |
| Nature Conservancy Inc | ||||||||
| 4245 N Fairfax Drive | Arlington | VA | 22203 | NONE | PC | General Operating Support | $10,000 | Suite 100 |
| Operation Homefront | ||||||||
| Great Lakes Field Office 4180 Kell | Holt | MI | 488421200 | NONE | PC | Central Indiana Veterans Support | $15,000 | |
| Overdose-Lifeline Inc | ||||||||
| 7331 Lakeside Dr | Indianapolis | IN | 46278 | NONE | PC | General Operating Support | $1,000 | |
| 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 | $4,500 | |
| Percussive Arts Society | ||||||||
| 110 W Washington St | Indianapolis | IN | 46204 | NONE | PC | Rhythm Sponsor | $7,500 | Suite A |
| 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 | $60,000 | |
| Primary Colours | ||||||||
| 1043 Virgina Ave Box 23 | Indianapolis | IN | 46203 | NONE | PC | General Operating Support Installation Nation | $4,000 | |
| Progress House | ||||||||
| 201 Shelby Street | Indianapolis | IN | 46202 | NONE | PC | General Operating Support | $1,000 | |
| RC Archdiocese of Indianapolis | ||||||||
| 1400 North Meridian Street | Indianapolis | IN | 46202 | NONE | PC | St Mary Steeples Campaign | $10,000 | |
| River West Theatre Inc dba Fonseca Theatre | ||||||||
| PO Box 22298 | Indianapolis | IN | 46222 | NONE | PC | General Operating Support | $25,000 | |
| Rose-Hulman Institute of Technology | ||||||||
| 5500 Wabash Ave | Terre Haute | IN | 47803 | NONE | PC | General Operating Support to Computer Science Dept | $2,000 | |
| 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 Fine Arts - General Fund | $1,500 | |
| Spoleto Festival USA | ||||||||
| 14 George Street PO Box 157 | Charleston | SC | 29402 | NONE | PC | General Operating Support | $13,000 | |
| St Joseph Catholic Church | ||||||||
| 1375 S Mickley Ave | Indianapolis | IN | 46241 | NONE | PC | Stained Glass restoration | $5,000 | |
| St Jude Children's Research Hospital | ||||||||
| 501 St Jude Place | Memphis | TN | 38105 | NONE | PC | K105 Drive for a Cure | $1,500 | |
| St Vincent Hospital and HealthCare | ||||||||
| 8402 Harcourt Road Ste 210 | Indianapolis | IN | 46240 | NONE | PC | General Operating Support Healing Arts Program | $10,000 | |
| Storefront Theatre of Indianapolis Inc | ||||||||
| 8555 River Road | Indianapolis | IN | 46240 | NONE | PC | General Operating Support for Facility, Renovations, and Programs | $5,000 | |
| Summer Stock Stage | ||||||||
| PO Box 301121 | Indianapolis | IN | 46202 | NONE | PC | General Operating Support | $10,000 | |
| Summer Stock Stage | ||||||||
| PO Box 301121 | Indianapolis | IN | 46240 | NONE | PC | General Operating Support | $5,000 | |
| 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 | Dream Big Event | $1,250 | |
| The Children's Museum of Indianapolis | ||||||||
| 3000 N Meridian Street | Indianapolis | IN | 46208 | NONE | PC | 2018 Lilly Theater Holiday Production | $25,000 | |
| The New Harmony Project | ||||||||
| PO Box 441062 | Indianapolis | IN | 46244 | NONE | PC | Sponsor of 2-week Residency | $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 | $7,500 | |
| Unitarian Universalist Church of Indianapolis | ||||||||
| 615 W 43rd St | Indianapolis | IN | 46208 | NONE | PC | General Operating Support | $10,000 | |
| United Way of Central Indiana | ||||||||
| 3901 N Meridian St | Indianapolis | IN | 46208 | NONE | PC | Tocqueville Society | $10,000 | |
| University of Indianapolis | ||||||||
| 1400 E Hanna Avenue | Indianapolis | IN | 46227 | NONE | PC | German Music Hours Radio Program | $1,000 | |
| University of Indianapolis | ||||||||
| 1400 E Hanna Avenue | Indianapolis | IN | 46227 | NONE | PC | Quartet Support | $75,000 | |
| Urban Jamm Babies Inc | ||||||||
| 6217 Coffman Rd | Indianapolis | IN | 46268 | NONE | PC | Summer Youth Program | $1,500 | |
| Visually Impaired Preschool Services | ||||||||
| 1100 W 42nd Street Suite 228 | Indianapolis | IN | 46208 | NONE | PC | 2019 Revision artist exhibition | $1,500 | |
| Volunteers of America Indiana Inc | ||||||||
| 912 N Delaware St | Indianapolis | IN | 46202 | NONE | PC | General Operating Support | $500 | |
| Warren County Community Foundation | ||||||||
| 31 N Monroe St | Williamsport | IN | 47993 | NONE | PC | PVCCE | $500 | |
| WFYI Public Media | ||||||||
| 1630 N Meridian Street | Indianapolis | IN | 46202 | NONE | PC | Arts Programming Support | $55,000 | |
| 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 State Fund Rasier | $6,000 | |
| Whitetails Unlimited | ||||||||
| PO Box 263 | Ashley | IN | 46705 | NONE | PC | General Operating Support | $4,000 | |
| Woodrow Wilson National Fellowship Foundation | ||||||||
| P O Box 5281 | Princeton | NJ | 085435281 | NONE | PC | General Operating Support | $5,000 | |
| Young Actors Theatre | ||||||||
| 401 E Michigan Street | Indianapolis | IN | 46204 | NONE | PC | General Operating Support | $10,000 | |
| Young Actors Theatre | ||||||||
| 401 E Michigan Street | Indianapolis | IN | 46204 | NONE | PC | General Operating Support | $5,000 | |
| Indianapolis Symphony Orchestra | ||||||||
| 32 W Washington St | INDIANAPOLIS | IN | 46204 | NONE | PC | General Operating System | $74,400 | Ste 600 |
| TIMMY GLOBAL HEALTH | ||||||||
| 22 EAST 22ND STREET | INDIANAPOLIS | IN | 46202 | NONE | PC | GENERAL OPERATING SUPPORT | $12,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,138,100 | 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 | 2019 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 | $902,850 | 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 | $1,727,774 | 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 | -$36,944 | 14 | $902,993 |
| OTHER INCOME/LOSS | 14 | -$10,127 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$36,944 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,523,490 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,486,546 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | KIRSTEN DEHAAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $32,863 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $13,000 | Amt |
| Net Investment Income | $9,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,250 | 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 (28 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BLACKSTONE PARK AVENUE FUND | $4,154,651 | $3,836,218 |
| BLACKSTONE IF NONTAXABLE LP | $4,164,878 | $4,227,458 |
| PESO FUND III | $871,648 | $1,126,407 |
| TIFF ABSOLUTE RETURN POOL | $2,436,611 | $3,548,037 |
| COMMODITIES | $472,965 | $224,208 |
| ATLANTA | $909,433 | $1,271,758 |
| NTPEF IV | $788,330 | $1,482,070 |
| FIRST STATE | $2,206,222 | $2,198,273 |
| PE CASH | $254,442 | $254,442 |
| HARDING LOEVNER | $1,211,336 | $1,389,903 |
| KNIGHTHEAD REAL ESTATE II | $1,897,040 | $1,887,364 |
| NT PE V | $959,792 | $1,388,031 |
| TT MID CAP | $2,000,000 | $3,325,622 |
| PASSIVE LADDER | $3,790,955 | $3,710,792 |
| METRO ULTRA SHORT | $1,415,800 | $1,408,018 |
| VAN RUSSELL VALUE | $0 | $0 |
| EAGLE | $2,386,222 | $2,918,494 |
| KNIGHTHEAD REAL ESTATE | $84,737 | $79,594 |
| ABERDEEN (FLAG) | $607,054 | $833,837 |
| PESO FUND II | $540,738 | $691,408 |
| NT PE VI | $886,343 | $1,413,012 |
| AEW | $677,466 | $709,747 |
| EAGLE GLOBAL | $522,529 | $496,733 |
| MFS INTL VALUE | $1,402,435 | $1,535,339 |
| VAN RUSSELL GROWTH | $2,240,501 | $3,002,832 |
| CHATHAM HY | $0 | $0 |
| NTPEF VII | $310,500 | $317,414 |
| SPONSOR BACK CF | $94,001 | $84,596 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| STAFF COSTS | $1,514 | $1,514 | |
| DELIVERY & COURIER SERVICES | $16 | $16 | |
| DUES & SUBSCRIPTIONS | $1,925 | $1,925 | |
| SOFTWARE MAINTENANCE | $9,500 | $9,500 | |
| INSURANCE | $2,341 | $2,341 | |
| TELEPHONE | $254 | $254 | |
| PARTNERSHIP EXPENSE | $407,428 | $407,428 | |
| OFFICE EXPENSES | $1,836 | $1,836 | |
| NON-DEDUCTIBLE K-1 EXPENSES | $1,328 | $1,328 | |
| K-1 CHARITABLE CONTRIBUTIONS | $221 | $221 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PARTNERSHIP INCOME/LOSS | $866,049 | $902,993 |
| OTHER INCOME/LOSS | -$10,127 | -$10,127 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EMPLOYMENT TAXES | $5,518 | $5,518 | |
| FOREIGN TAXES | $9,193 | $9,193 |
Comments