Christel DeHaan Family Foundation Inc: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- Christel DeHaan Family Foundation Inc (EIN 35-1939960)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-14
- IRS object ID
- 201803189349100890
- Schema version
- 2017v2.3
- 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 | 2018-11-14T09:20:36-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-11-15 | 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 | 2018-11-15 | 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 | 43033020183185000001 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-11-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 12A05CFEBD995C698838E77FB1565008C0D8A98B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2549B8983BCEF4BD4CBB570D93CEB1A1E7F466AD | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $47,018,517 | 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 | $651,264 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $651,264 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,559,909 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,447,759 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,559,909 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $678,457 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $675,660 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,889,630 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,886,833 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $61,220 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $61,220 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $6,768 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $6,768 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,335 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,001 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,334 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $18,897 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,672 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $5,137 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $332 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $37,863 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $3,029 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $34,834 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,115 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,115 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $465,795 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $456,931 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,864 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $605,325 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $478,633 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $121,272 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,835,315 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,835,315 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,440,640 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $478,633 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,956,587 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $448,990 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,408,200 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,710,434 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,568,662 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,568,662 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $35,880,166 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $36,471,260 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $44,446,012 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $408,082 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $404,239 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $4,175 | LandBOYAmt |
| Land EOY | $3,843 | LandEOYAmt |
| Land EOYFMV | $3,843 | LandEOYFMVAmt |
| Total Assets BOY | $38,594,775 | TotalAssetsBOYAmt |
| Total Assets EOY | $39,043,765 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $47,018,517 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $38,594,775 | RetainedEarningBOYAmt |
| Retained Earning EOY | $39,043,765 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $38,594,775 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $39,043,765 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $38,594,775 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $39,043,765 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $38,594,775 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $448,990 | ExcessRevenueOverExpensesAmt |
| Subtotal | $39,043,765 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $39,043,765 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| EAGLE K-1 | $0 | $1,172 | -$1,172 | -$1,172 |
| EAGLE K-1 | $400 | $0 | $400 | $400 |
| FIRST STATE K-1 | $23,141 | $0 | $23,141 | $23,141 |
| FIRST STATE K-1 | $57,700 | $0 | $57,700 | $57,700 |
| BLACKSTONE K-1 | $99,945 | $0 | $99,945 | $99,945 |
| BPIF K-1 | $18,883 | $0 | $18,883 | $18,883 |
| ABERDEEN K-1 | $0 | $627 | -$627 | -$627 |
| ABERDEEN K-1 | $0 | $13,806 | -$13,806 | -$13,806 |
| PESOF K-1 | $1,131 | $0 | $1,131 | $1,131 |
| PESOF K-1 | $98,602 | $0 | $98,602 | $98,602 |
| NTPEF IV K-1 | $343 | $0 | $343 | $343 |
| NTPEF IV K-1 | $130,983 | $0 | $130,983 | $130,983 |
| NTPEF V K-1 | $878 | $0 | $878 | $878 |
| NTPEF V K-1 | $49,568 | $0 | $49,568 | $49,568 |
| NTPEF VI K-1 | $102 | $0 | $102 | $102 |
| NTPEF VI K-1 | $19,071 | $0 | $19,071 | $19,071 |
| PESOF III K-1 | $7,511 | $7,511 | $7,511 | |
| AEW K-1 | $252 | $252 | $252 | |
| NORTHERN TRUST | $134,090 | $131,973 | $2,117 | $2,117 |
| BOCAGE & TIFF ABSOLUTE | $17,403 | $17,403 | $17,403 | |
| PE CASH | $2 | $2 | $2 | |
| BOCAGE | $916 | $916 | $916 | |
| CHATHAM | $331,587 | $331,587 | $331,587 | |
| NORTHERN TRUST | $2,455,251 | $1,740,272 | $714,979 | $714,979 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,559,909 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,370,205 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $43,727,729 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054204 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,965,007 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $46,137,840 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.064264 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,410,141 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $46,826,756 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051469 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $838,611 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $45,101,330 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.018594 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $776,694 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $41,442,801 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.018741 | DistributionYr5Rt |
| Total Distribution | 0.207272 | TotalDistributionRt |
| Average Distribution | 0.041454 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $45,416,491 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,882,695 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $24,082 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,906,777 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,956,587 | 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 | $24,082 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $24,082 | SubtotalAmt |
| Tax Based On Investment Income | $24,082 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $38,892 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $38,892 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $14,810 | OverpaymentAmt |
| Applied To ES Tax | $14,810 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 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 | $61,220 | $6,768 | $0 |
| NELSON HITCHCOCK III | |||||||||
| 10 W Market Street Ste 1990 | SUITE 1990 | Indianapolis | IN | 46204 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| JIM REED | |||||||||
| 10 W Market Street Ste 1990 | SUITE 1990 | Indianapolis | IN | 46204 | DIRECTOR | 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 | $43,735,809 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,372,304 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $46,108,113 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $46,108,113 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $691,622 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $45,416,491 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,270,825 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,270,825 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $24,082 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $24,082 | TotalTaxAmt |
| Distributable Before Adj | $2,246,743 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,246,743 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,246,743 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,956,587 | 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 | $1,956,587 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $24,082 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,932,505 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,246,743 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $129,785 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $693,261 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $195,775 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,018,821 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,956,587 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $1,956,587 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $290,156 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $290,156 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $728,665 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $728,665 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $532,890 | ExcessFromYear2Amt |
| Excess From Year1 | $195,775 | ExcessFromYear1Amt |
| 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 (133 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Actors Theatre of Indiana | |||||||
| 510 3rd Ave SW | Carmel | IN | 46032 | NONE | PC | General Operating Support | $25,000 |
| Actors Theatre of Indiana | |||||||
| 510 3rd Ave SW | Carmel | IN | 46032 | NONE | PC | General Operating Support | $5,000 |
| 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 | $4,000 |
| ArtMix Inc | |||||||
| 1505 N Delaware St | Indianapolis | IN | 46202 | NONE | PC | Summer Youth Program | $2,500 |
| Arts Council of Indianapolis | |||||||
| 924 North Pennsylvania St | Indianapolis | IN | 46204 | NONE | PC | 2017 Start w/Art Luncheon held Sept 1 | $7,500 |
| Arts Council of Indianapolis | |||||||
| 924 North Pennsylvania St | Indianapolis | IN | 46204 | NONE | PC | DeHaan Artist of Distinction Award Support | $75,600 |
| 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 | $15,000 |
| Athenaeum Foundation | |||||||
| 401 E Michigan St | Indianapolis | IN | 46204 | NONE | SO I | 2017 General Operating Support | $3,500 |
| Benjamin Harrison Presidential Site Inc | |||||||
| 1230 N Delaware Street | Indianapolis | IN | 46202 | NONE | PC | 2017 Candlelight Theatre series | $3,500 |
| Big Car Media Inc | |||||||
| 615 N Alabama Street Suite 119 | Indianapolis | IN | 46204 | NONE | SO I | General Operating Support | $30,000 |
| Big Car Media Inc | |||||||
| 615 N Alabama Street Suite 119 | Indianapolis | IN | 46204 | NONE | PC | Sponsor, TEDx Indianapolis Event April 25 | $2,500 |
| Bobpresents Inc | |||||||
| 7260 Fishback Hill Lane | Indianapolis | IN | 46278 | NONE | PC | General Operating 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 | 2018 VITA Program | $45,000 |
| Cathedral High School-Cathedral Trustees Inc | |||||||
| 5225 East 56th St | Indianapolis | IN | 46226 | NONE | PC | Shamrauction event support | $2,500 |
| Cathedral High School-Cathedral Trustees Inc | |||||||
| 5225 East 56th St | Indianapolis | IN | 46226 | NONE | PC | Shamraucton Event | $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 | Community Leadership Initiative | $10,000 |
| Central Indiana Community Foundation | |||||||
| 615 N Alabama Street | Indianapolis | IN | 46204 | NONE | PC | The Health Fdtn of Gr Ind, Spotlight 2017 | $5,000 |
| Central Indiana Community Foundation | |||||||
| 615 N Alabama Street | Indianapolis | IN | 46204 | NONE | PC | GENERAL OPERATING SUPPORT | $3,000 |
| Christel House Academy Inc | |||||||
| 2717 South East Street | Indianapolis | IN | 46225 | NONE | PC | IN Fever Educational & Enhancement Partnership | $10,000 |
| Christel House International | |||||||
| 10 West Market Street Ste 1990 | Indianapolis | IN | 46204 | NONE | PC | General Operating Support | $2,450 |
| Christel House International | |||||||
| 10 West Market Street Ste 1990 | Indianapolis | IN | 46204 | NONE | PC | General Operating Support | $9,000 |
| Christel House International | |||||||
| 10 West Market Street Ste 1990 | Indianapolis | IN | 46204 | NONE | PC | General Operating Support - Arts Program | $600 |
| Christel House International | |||||||
| 10 West Market Street Ste 1990 | Indianapolis | IN | 46204 | NONE | PC | General Operating Support | $4,000 |
| Classical Music Indy | |||||||
| 1630 N Meridian Street Ste 440 | Indianapolis | IN | 46202 | NONE | PC | General Operating Support | $35,000 |
| 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 | $10,000 |
| Cranberry Sunset Farm Inc | |||||||
| 1965 Main Street | Marston Mills | MA | 02649 | NONE | PC | General Operating Support | $500 |
| Culver Educational Foundation | |||||||
| 1300 Academy Road | Culver | IN | 46511 | NONE | PC | Scholarships for Summer Camp Program | $15,500 |
| Dance Kaleidoscope | |||||||
| 4603 Clarendon Road | Indianapolis | IN | 46208 | NONE | PC | General Operating Support | $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 | Support of annual Duck Day | $5,000 |
| Delta Waterfowl Foundation-NE Indiana | |||||||
| 1845 W Maumee St | Angola | IN | 46703 | NONE | PC | General Operating Support for Northeastern IN Chapter | $7,000 |
| Dyslexia Institute of Indiana Inc | |||||||
| 8395 Keystone Crossing 110 | Indianapolis | IN | 46240 | NONE | PC | General Operating Support for CHA Programming | $10,000 |
| Early Music in Motion | |||||||
| PO Box 7921 | Bloomington | IN | 47402 | NONE | PC | General Operating Support benefit Alcymy Viols | $2,500 |
| Echoing Air Inc | |||||||
| 123 E Westfield Blvd | Indianapolis | IN | 46220 | NONE | PC | General Operating Support | $2,000 |
| Eiteljorg Museum of American Indians & Western | |||||||
| 500 West Washington Street | Indianapolis | IN | 46204 | NONE | PC | Sponsor artistic performances 2017 IN Market & Fes | $5,000 |
| Encore Vocal Arts | |||||||
| PO Box 30963 | Indianapolis | IN | 46230 | NONE | PC | General Operating Support | $3,000 |
| 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 | Patient Assistance Fund | $5,000 |
| Festival Music Society of Indiana | |||||||
| 3646 Bay Road South Dr | Indianapolis | IN | 46240 | NONE | PC | Sponsor - Free Family Concert June 24, 2017 w/Peabody Consort | $5,000 |
| Fletcher Place Community Center | |||||||
| 1637 E Prospect St | Indianapolis | IN | 46203 | NONE | PC | Summer Youth Program | $1,500 |
| Foundation for Lutheran Child & Family Services | |||||||
| 1525 North Ritter Avenue | Indianapolis | IN | 46219 | NONE | PC | General Operating Support | $1,000 |
| Foundation for Lutheran Child & Family Services | |||||||
| 1525 North Ritter Avenue | Indianapolis | IN | 46219 | NONE | PC | Sharing Place Food Pantry Walking Challenge | $5,000 |
| Fractured Atlas | |||||||
| 248 W 35th Street | New York | NY | 10001 | NONE | PC | Artrageous with Nate support | $25,000 |
| Gleaners Food Bank of Indiana Inc | |||||||
| 3737 Waldemere Ave | Indianapolis | IN | 46241 | NONE | PC | General Operating Support | $3,000 |
| Gleaners Food Bank of Indiana Inc | |||||||
| 3737 Waldemere Ave | Indianapolis | IN | 46241 | NONE | PC | Back Sacks Program for CH Students | $10,000 |
| Greater Indianapolis Progress Committee | |||||||
| 200 E Washington Street | Indianapolis | IN | 46204 | NONE | PC | Dinner Sponsorship | $750 |
| Gregory Hancock Dance Theatre | |||||||
| 329 Gradle Drive | Carmel | IN | 46032 | NONE | PC | General Operating Support | $40,000 |
| Grit Project Inc | |||||||
| 310 Ruddle Ave | Anderson | IN | 46012 | NONE | PC | Web develop Grit Project & Christmas | $1,765 |
| Harrison Center for the Arts | |||||||
| 1505 North Delaware Street | Indianapolis | IN | 46202 | NONE | SO I | $15K designated for Preinactment initiative, General Operating Support | $60,000 |
| Heartland Actors' Repertory Theatre | |||||||
| 4600 Sunset Avenue C/O Butler Unive | Indianapolis | IN | 46208 | NONE | PC | General Operating Support | $25,000 |
| Heartland Film | |||||||
| 1043 Virginia Ave 2 | Indianapolis | IN | 46203 | NONE | PC | Support for Cultural Journey (Mexico) | $5,000 |
| Historic Landmarks Foundation of Indiana Inc | |||||||
| 1201 Central Ave | Indianapolis | IN | 46202 | NONE | PC | General Operating Support | $500 |
| Humane Society of Indianapolis | |||||||
| 7929 N Michigan Rd | Indianapolis | IN | 46268 | NONE | PC | General Operating Support | $2,000 |
| Iibada Dancers Inc | |||||||
| 609 E 29th St | Indianapolis | IN | 46205 | NONE | PC | Summer Youth Program | $3,000 |
| Indiana German Heritage Society | |||||||
| 401 E Michigan Street | Indianapolis | IN | 46204 | NONE | PC | DDH Plaque | $1,500 |
| Indiana Historical Society | |||||||
| 450 W Ohio St | Indianapolis | IN | 46202 | NONE | PC | 2017 Living Legends Event for July 28th | $5,000 |
| Indiana Historical Society | |||||||
| 450 W Ohio St | Indianapolis | IN | 46202 | NONE | PC | Support for trained actors with employment oppotru | $5,000 |
| Indiana Humanities | |||||||
| 1500 N Delaware | Indianapolis | IN | 46202 | NONE | PC | Exhibit at Harrison Center - NIH granted program, | $5,000 |
| Indiana Hunter Education Association | |||||||
| 8559 E 350 N | Montpelier | IN | 47359 | NONE | PC | General Operating Support | $2,500 |
| 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 | General Operating Support honor of Tribute Dinner | $2,500 |
| Indiana State Museum Foundation | |||||||
| 650 West Washington Street | Indianapolis | IN | 46204 | NONE | PC | Summer Youth Program | $3,000 |
| Indiana University | |||||||
| 107 S Indiana Ave | Bloomington | IN | 47405 | NONE | PC | Summer Youth Program | $3,000 |
| Indiana University Foundation | |||||||
| PO Box 1847 | Bloomington | IN | 47402 | NONE | PC | Polis Center - '17 Spirit & Place Festival | $5,000 |
| Indiana University Foundation | |||||||
| PO Box 1847 | Bloomington | IN | 47402 | NONE | PC | Support Hansel & Gretel Clowes Memorial Hall Festival | $60,000 |
| Indiana University Foundation | |||||||
| PO Box 1847 | Bloomington | IN | 47402 | NONE | PC | Lilly Family School of Philanthropy | $1,000 |
| Indianapolis Art Center | |||||||
| 820 E 67th Street | Indianapolis | IN | 46220 | NONE | PC | Cultural Performing Stage at BRAF | $4,000 |
| Indianapolis Art Center | |||||||
| 820 E 67th Street | Indianapolis | IN | 46220 | NONE | PC | Summer Youth Program | $3,000 |
| Indianapolis Ballet Inc | |||||||
| 502 N Capitol Avenue Ste B | Indianapolis | IN | 46204 | NONE | PC | General Operating Support | $5,000 |
| 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 Legal Aid Society | |||||||
| 615 N Alabama St 122 | Indianapolis | IN | 46204 | NONE | PC | General Operating Support | $3,000 |
| Indianapolis Marion County Public Library Foundati | |||||||
| 2450 N Meridian Street | Indianapolis | IN | 46206 | NONE | PC | 2017 Meet the Artists Exhibit & Gala Sponsorship | $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 - Education Programs | $25,000 |
| Indianapolis Museum of Art | |||||||
| 4000 Michigan Road | Indianapolis | IN | 46208 | NONE | PC | General Operating Support | $25,000 |
| Indianapolis Museum of Contemporary Art | |||||||
| 220 E South St | Indianapolis | IN | 46225 | NONE | PC | General Operating Support | $3,500 |
| Indianapolis Opera Company | |||||||
| 4011 N Pennsylvania Street | Indianapolis | IN | 46205 | NONE | PC | General Operating Support | $35,000 |
| Indianapolis Soap Box Derby Assoc | |||||||
| 2200 W 30th Street | Indianapolis | IN | 46222 | NONE | PC | Inner City Youth Racing League | $2,500 |
| 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 | 2017 Opening Night Gala | $74,400 |
| 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 | General Operating Support for Conservation Efforts | $30,000 |
| Indianapolis Zoological Society | |||||||
| PO Box 22309 | Indianapolis | IN | 46222 | NONE | PC | 2018 Indy Prize Gala Gold Sponsor | $10,000 |
| Indianapolis-Liederkranz Inc | |||||||
| 1417 E Washington Street | Indianapolis | IN | 46201 | NONE | PC | Support of Music fund and teacher | $10,000 |
| Indy Jazz Fest Foundation Inc | |||||||
| PO Box 20857 | Indianapolis | IN | 46220 | NONE | PC | 2017 Indy Jazz Fest | $5,000 |
| 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 | Support of The Festival Fund | $5,000 |
| International Violin Competition of Indianapolis | |||||||
| 32 E Washington Street Ste 1320 | Indianapolis | IN | 46204 | NONE | PC | Underwriting of original score for 10th violin com | $60,000 |
| Jewish Community Center of Indianapolis | |||||||
| 6701 Hoover Road | Indianapolis | IN | 46260 | NONE | PC | 2017 Ann Katz Festival of Books & Art | $5,000 |
| Julian Center Inc | |||||||
| 2011 North Meridian St | Indianapolis | IN | 46202 | NONE | PC | General Operating Support | $3,000 |
| Kids Dance Outreach | |||||||
| 456 N Meridian St 44801 | Indianapolis | IN | 46244 | NONE | PC | Summer Youth Program | $2,000 |
| Kids Dance Outreach | |||||||
| 456 N Meridian St 44801 | Indianapolis | IN | 46244 | NONE | PC | General Operating Support | $500 |
| La Plaza Inc | |||||||
| 8902 E 38th Street | Indianapolis | IN | 46226 | NONE | PC | Sponsorship, Night of Americas Dinner April 28 | $1,500 |
| Lambda Legal Defense & Education Fund Inc | |||||||
| Midwest Regional Office 105 West A | Chicago | IL | 60603 | NONE | PC | Indiana Benefit | $5,000 |
| Marian University | |||||||
| 3200 Cold Spring Rd | Indianapolis | IN | 46222 | NONE | PC | Courage of Venture Gala Nov 10th | $5,000 |
| MONC Indiana District | |||||||
| 1201 East Third Street | Bloomington | IN | 47405 | NONE | PC | 2017 Met Opera National Council Auditions | $3,000 |
| National Wild Turkey Federation | |||||||
| PO Box 530 | Edgefield | SC | 29824 | NONE | PC | General Operating Support | $6,000 |
| PACE Inc | |||||||
| 2855 North Keystone Ave Suite 170 | Indianapolis | IN | 46218 | NONE | PC | Parolees and re-entry services | $20,000 |
| Partnerships for Lawrence | |||||||
| 4437 N Franklin Road | Lawrence | IN | 46226 | NONE | PC | Summer Youth Program, General Operating Support | $4,000 |
| Percussive Arts Society | |||||||
| 110 W Washington Street Suite A | Indianapolis | IN | 46204 | NONE | PC | General Operating Support for utilization by Rhythm! Discovery Center | $5,000 |
| Philharmonic Orchestra of Indianapolis Inc | |||||||
| 32 E Washington Street Ste 950 | Indianapolis | IN | 46204 | NONE | PC | Summer Youth Program | $5,000 |
| Phoenix Theatre Inc | |||||||
| 749 N Park Ave | Indianapolis | IN | 46202 | NONE | PC | General Operating Support | $50,000 |
| Play on Zionsville Inc | |||||||
| PO Box 5084 | Zionsville | IN | 46077 | NONE | PC | Support for fundraising event Mike Super Magic Show | $500 |
| Primary Colours | |||||||
| 1043 Virgina Ave Box 23 | Indianapolis | IN | 46203 | NONE | PC | 2017 Installation Nation | $4,000 |
| RC Archdiocese of Indianapolis | |||||||
| 1400 North Meridian Street | Indianapolis | IN | 46202 | NONE | PC | Save the Steeple | $5,000 |
| Rose-Hulman Institute of Technology | |||||||
| 5500 Wabash Ave | Terre Haute | IN | 47803 | NONE | PC | Computer Science Dept | $2,000 |
| School on Wheels Corp | |||||||
| 2815 E 62nd St Ste 200 | Indianapolis | IN | 46220 | NONE | PC | Summer Youth Program | $4,000 |
| Second Presbyterian Church | |||||||
| 7700 North Meridian Street | Indianapolis | IN | 46260 | NONE | PC | Music and General Operating Support | $1,500 |
| Spoleto Festival USA | |||||||
| 14 George Street PO Box 157 | Charleston | SC | 29402 | NONE | PC | General Operating Support | $13,000 |
| Stop Online Puppy Mills | |||||||
| 1253 Richmond Lane | Wilmette | IL | 60091 | NONE | PC | General Operating Support | $1,500 |
| Summer Stock Stage | |||||||
| PO Box 301121 | Indianapolis | IN | 46240 | NONE | PC | General Operating Support | $10,000 |
| Summer Stock Stage | |||||||
| PO Box 301121 | Indianapolis | IN | 46240 | NONE | PC | 2017 General Operating Support - Eclipse Production Spring Awakening | $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 | Table of Dream Big Event | $1,250 |
| The Children's Museum of Indianapolis | |||||||
| 3000 N Meridian Street | Indianapolis | IN | 46208 | NONE | PC | Lilly Theater Holiday Production Support | $25,000 |
| 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 | Romeo & Juliet perform -focus on teen suicide prevention | $5,000 |
| United Way of Central Indiana | |||||||
| 3901 N Meridian St | Indianapolis | IN | 46208 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| University of Indianapolis | |||||||
| 1400 E Hanna Avenue | Indianapolis | IN | 46227 | NONE | PC | Portraits of the Human Spirit Exhibit cost | $3,000 |
| Village of Merici Inc | |||||||
| 5707 Lawton Loop East Dr Box 22 | Indianapolis | IN | 46216 | NONE | PC | Support Intensity Scale - Adult Version | $5,000 |
| Visually Impaired Preschool Services | |||||||
| 1100 W 42nd Street Suite 228 | Indianapolis | IN | 46208 | NONE | PC | Revision Art Exhibit | $1,500 |
| 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 | $2,000 |
| Whitetails Unlimited | |||||||
| PO Box 263 | Ashley | IN | 46705 | NONE | General Operating Support - 2017 Banquet | $5,000 | |
| Young Actors Theatre | |||||||
| 401 E Michigan Street | Indianapolis | IN | 46204 | NONE | General Operating Support | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,835,315 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| TIMMY GLOBAL HEALTH | |||||||
| 22 EAST 22ND STREET | INDIANAPOLIS | IN | 46202 | NONE | PC | GERENAL OPERATING SUPPORT | $12,500 |
| INDIANAPOLIS SYMPHONY ORCHESTRA | |||||||
| 45 MONUMENT CIRCLE | INDIANAPOLIS | IN | 46208 | PC | 2018 OPENING GALA | $75,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $87,500 | 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 | $651,264 | 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 | $1,559,909 | 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 | $2,797 | 14 | $679,436 |
| OTHER INCOME/LOSS | 525990 | 14 | -$3,776 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $2,797 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,886,833 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,889,630 | 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 | $13,335 | Amt |
| Net Investment Income | $10,001 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,334 | 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 (29 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BLACKSTONE PARK AVENUE FUND | $3,686,853 | $4,025,990 |
| BLACKSTONE IF NONTAXABLE LP | $4,080,531 | $4,145,504 |
| BLACK DIAMOND CM OFFSHORE OPP. | $0 | $0 |
| PESO FUND III | $551,139 | $708,654 |
| TIFF ABSOLUTE RETURN POOL | $2,722,311 | $3,636,157 |
| COMMODITIES | $460,150 | $260,021 |
| ATLANTA | $955,731 | $1,491,634 |
| NTPEF IV | $813,374 | $1,542,562 |
| FIRST STATE | $2,095,365 | $2,346,883 |
| PE CASH | $188,367 | $58,175 |
| HARDING LOEVNER | $1,228,101 | $1,662,155 |
| KNIGHTHEAD REAL ESTATE II | $1,358,056 | $1,347,601 |
| NT PE V | $869,197 | $1,185,306 |
| TT MID CAP | $2,000,000 | $3,089,530 |
| BOCAGE CAPITAL | $0 | $0 |
| PASSIVE LADDER | $3,713,709 | $3,662,078 |
| METRO ULTRA SHORT | $1,574,077 | $1,568,655 |
| VAN RUSSELL VALUE | $335,577 | $487,885 |
| EAGLE | $2,120,230 | $3,383,480 |
| KNIGHTHEAD REAL ESTATE | $85,229 | $81,445 |
| ABERDEEN (FLAG) | $586,174 | $797,171 |
| PESO FUND II | $743,877 | $899,683 |
| NT PE VI | $686,184 | $833,485 |
| AEW | $628,442 | $721,197 |
| EAGLE GLOBAL | $567,226 | $584,347 |
| MFS INTL VALUE | $1,400,004 | $1,770,561 |
| VAN RUSSELL GROWTH | $2,744,855 | $3,883,867 |
| CHATHAM HY | $133,751 | $133,751 |
| NTPEF VII | $142,750 | $138,235 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| STAFF COSTS | $705 | $705 | |
| POSTAGE & SHIPPING | $35 | $35 | |
| DUES & SUBSCRIPTIONS | $2,259 | $2,259 | |
| SOFTWARE MAINTENANCE | $308 | $308 | |
| INSURANCE | $3,008 | $3,008 | |
| TELEPHONE | $244 | $244 | |
| PARTNERSHIP EXPENSE | $456,931 | $456,931 | |
| OFFICE EXPENSES | $1,344 | $1,344 | |
| NON-DEDUCTIBLE K-1 EXPENSES | $764 | $764 | |
| K-1 CHARITABLE CONTRIBUTIONS | $197 | $197 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PARTNERSHIP INCOME/LOSS | $682,233 | $679,436 |
| OTHER INCOME/LOSS | -$3,776 | -$3,776 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EMPLOYMENT TAXES | $5,137 | $5,137 | |
| FOREIGN TAXES | $8,672 | $8,672 | |
| EXCISE TAXES | $5,088 |
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