WALTHER CANCER FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- WALTHER CANCER FOUNDATION INC (EIN 35-1650570)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2018-11-14
- IRS object ID
- 201813189349102901
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-14T14:52:15-06:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 N Illinois Street | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351650570 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Walther Cancer Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % PATRICIA DEAN | InCareOfNm |
| Business Name Control | WALT | BusinessNameControlTxt |
| Phone | 3177086103 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9292 N Meridian St Ste 300 | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46260 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICIA DEAN | PersonNm |
| Person Title | COO/TREASURER | PersonTitleTxt |
| Phone | 3177086103 | PhoneNum |
| Signature | 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 | 43033020183185000015 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-11-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 16A11D687FF77742D2C3D2101FEF0404FF0F9330 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 16A11D687FF77742D2C3D2101FEF0404FF0F9330 | 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 | $149,806,970 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $8,928 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,183,655 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,183,655 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,029,689 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $28,241,841 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,029,689 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $434,882 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $359,988 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,657,154 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,573,332 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $386,578 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $106,994 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $279,884 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $57,921 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $46,337 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $11,584 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $159,887 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $68,555 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $91,332 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $21,706 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $6,311 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $15,396 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $39,260 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $27,482 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $11,778 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $959,501 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $890,271 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $57,984 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $56,749 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $56,739 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $48,104 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $55,409 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $19,617 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $35,791 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $13,051 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $3,552 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $9,499 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $68,510 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $20,247 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $48,263 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,866,676 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,246,105 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $561,511 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,993,745 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,993,745 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,860,421 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,246,105 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,555,256 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,203,267 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,327,227 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $700,161 | CashBOYAmt |
| Cash EOY | $562,968 | CashEOYAmt |
| Cash EOYFMV | $562,968 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,795,493 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,125,829 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,125,829 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $10,715,343 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $9,863,016 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $9,863,016 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $38,123,905 | CorporateStockBOYAmt |
| Corporate Stock EOY | $38,905,095 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $38,905,095 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,846,445 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,494,928 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,494,928 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $90,268,464 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $93,577,366 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $93,577,366 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $463,747 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $277,097 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $229,903 | LandBOYAmt |
| Land EOY | $186,650 | LandEOYAmt |
| Land EOYFMV | $186,650 | LandEOYFMVAmt |
| Other Assets BOY | $82,698 | OtherAssetsBOYAmt |
| Other Assets EOY | $91,118 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $91,118 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $146,762,412 | TotalAssetsBOYAmt |
| Total Assets EOY | $149,806,970 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $149,806,970 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $52,650 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $40,014 | AccountsPayableEOYAmt |
| Deferred Revenue BOY | $603,671 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $978,949 | DeferredRevenueEOYAmt |
| Total Liabilities BOY | $656,321 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,018,963 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $146,106,091 | UnrestrictedBOYAmt |
| Unrestricted EOY | $148,788,007 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $0 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $0 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $146,106,091 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $148,788,007 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $146,762,412 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $149,806,970 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $146,106,091 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,203,267 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,885,183 | OtherIncreasesAmt |
| Subtotal | $148,788,007 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $148,788,007 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| GLD GOLD TRUST ETF | $500,793 | $510,568 | -$9,775 | -$9,775 |
| MAYO MEGA | $2,542 | $2,542 | ||
| SIT INVESTMENTS | $7,336,717 | $7,605,479 | -$268,762 | -$268,762 |
| WELLS CAPITAL MORTGAGE | $3,467,689 | $2,924,259 | $543,430 | $543,430 |
| LAZARD | $5,066,811 | $4,742,839 | $323,972 | $323,972 |
| FDN MUTUAL FUND | $9,267,770 | $9,426,465 | -$158,695 | -$158,695 |
| SECURITIES | $602,619 | $0 | $602,619 | $602,619 |
| VARIOUS K-1'S "DETAIL AVAILABLE UPON REQUEST" | $1,996,900 | $0 | $1,996,900 | $1,996,900 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,029,689 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $6,966,304 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $142,662,747 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048831 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $6,978,867 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $140,651,382 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049618 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $7,730,013 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $153,602,126 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050325 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $6,594,198 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $151,880,878 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043417 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $5,185,036 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $141,806,658 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.036564 | DistributionYr5Rt |
| Total Distribution | 0.228755 | TotalDistributionRt |
| Average Distribution | 0.045751 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $148,118,335 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $6,776,562 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $33,272 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $6,809,834 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $7,555,256 | 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 | $33,272 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $33,272 | SubtotalAmt |
| Tax Based On Investment Income | $33,272 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $55,223 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $55,223 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $21,951 | OverpaymentAmt |
| Applied To ES Tax | $21,951 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | OK | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.WALTHER.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATRICIA DEAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3177086103 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9292 NORTH MERIDIAN STREET STE 300 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46260 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| THOMAS GREIN | ||||||||
| 9292 N Meridian St Ste 300 | Indianapolis | IN | 46260 | DIRECTOR/PRESIDENT | 10.0 | $96,000 | $0 | $320 |
| CATHRYN FERREE | ||||||||
| 9292 N Meridian St Ste 300 | Indianapolis | IN | 46260 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| LEONARD BETLEY | ||||||||
| 9292 N Meridian St Ste 300 | Indianapolis | IN | 46260 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| GREGORY L PEMBERTON | ||||||||
| 9292 N Meridian St Ste 300 | Indianapolis | IN | 46260 | CHAIRMAN | 2.0 | $0 | $0 | $0 |
| DANIEL APPEL | ||||||||
| 9292 N Meridian St Ste 300 | Indianapolis | IN | 46260 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| NANCY YAW | ||||||||
| 9292 N Meridian St Ste 300 | Indianapolis | IN | 46260 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| PATRICIA DEAN | ||||||||
| 9292 N Meridian St Ste 300 | Indianapolis | IN | 46260 | COO/TREASURER | 32.0 | $109,923 | $76,268 | $830 |
| MARY EISLER | ||||||||
| 9292 N Meridian St Ste 300 | Indianapolis | IN | 46260 | SECRETARY | 40.0 | $74,655 | $39,289 | $1,569 |
| JEREMIAH WISE | ||||||||
| 9292 N Meridian St Ste 300 | Indianapolis | IN | 46260 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| STEVEN IVY | ||||||||
| 9292 N Meridian St Ste 300 | Indianapolis | IN | 46260 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| D CRAIG BRATER | ||||||||
| 9292 N Meridian St Ste 300 | Indianapolis | IN | 46260 | V.P. PROGRAMS/DIRECTOR | 16.0 | $106,000 | $0 | $3,186 |
| NADINE GIVENS | ||||||||
| 9292 N Meridian St Ste 300 | Indianapolis | IN | 46260 | DIRECTOR | 1.0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KELSEY STURGIS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9292 N MERIDIAN ST STE 300 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46260 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | FINANCIAL COORDINATO | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $57,921 | CompensationAmt |
| Employee Benefits | $24,785 | EmployeeBenefitsAmt |
| Expense Account | $586 | ExpenseAccountAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Stifel Nicolaus and Company | |||||
| One Financial Plaza 501 N | ST LOUIS | MO | 63102 | Invest. Consulting | $99,960 |
| BKD LLP | |||||
| PO Box 1190 | SPRINGFIELD | MO | 65801 | Software,Audit & Tax | $66,686 |
| 9292 North Meridian LLC | |||||
| 9292 N Meridian Street Suite 150 | INDIANAPOLIS | IN | 46260 | Rent | $68,044 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | GRANT-MAKING TO RESEARCH INSTITUTIONS IN ORDER TO SUPPORT LABORATORY, CLINICAL, AND BEHAVIORAL CANCER RESEARCH CONDUCTED TO ELIMINATE CANCER CAUSING SUFFERING AND DEATH. | Description1Txt |
| Expenses1 | $6,993,745 | Expenses1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $146,497,188 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,876,756 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $150,373,944 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $150,373,944 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,255,609 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $148,118,335 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,405,917 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,405,917 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $33,272 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $33,272 | TotalTaxAmt |
| Distributable Before Adj | $7,372,645 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $7,372,645 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $7,372,645 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,555,256 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $7,555,256 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $33,272 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $7,521,984 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,372,645 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $6,678,765 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,555,256 | QualifyingDistributionsAmt |
| Applied To Year1 | $6,678,765 | AppliedToYear1Amt |
| Applied To Current Year | $876,491 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $6,496,154 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Grants Paid - See Attached Schedule | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9292 N Meridian St STE 300 | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46260 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | See Attached Schedule | GrantOrContributionPurposeTxt |
| Amt | $6,993,745 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,993,745 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Grants Approved for Future - See Attached | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9292 N Meridian St STE 300 | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46260 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SEE ATTACHED SCHEDULE | GrantOrContributionPurposeTxt |
| Amt | $28,224,956 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $28,224,956 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,183,655 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,029,689 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $74,894 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $359,988 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $74,894 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,573,332 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,648,226 | 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 | SIT Investment Associates Inc | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3300 IDS Center 80 South 8th Stree | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554022211 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $6,463 | 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 | $39,260 | Amt |
| Net Investment Income | $27,482 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,778 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FARGO CARRYBACK OF NET OPERATING LOSS | IdentifierTxt |
| Form And Line Reference | FORM 990-T, PART II, LINE 34 IRC SEC. 172(B)(3) | FormAndLineReferenceDesc |
| Medium Explanation | THE TAXPAYER INCURRED A NET OPERATING LOSS IN THE TAX YEAR ENDED 6/30/2017, AND IS ENTITLED TO A TWO-YEAR CARRYBACK UNDER IRC. SEC. 172(B)(1)(A) OF ALL OR A PORTION OF THE LOSS. PURSUANT TO IRC SEC. 172(B)(3), TAXPAYER HEREBY ELECTS TO RELINQUISH THE ENTIRE CARRYBACK PERIOD WITH RESPECT TO ANY REGULAR TAX AND AMT NET OPERATING LOSSES. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE OBLIGATIONS | $2,724,916 | $2,724,916 |
| MUTUAL FUNDS - FIXED INCOME | $1,770,012 | $1,770,012 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITIES | $12,921,402 | $12,921,402 |
| EXCHANGE TRADED FUNDS - GOLD | $2,668,557 | $2,668,557 |
| MUTUAL FUNDS - EQUITY | $23,315,136 | $23,315,136 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $9,863,016 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $9,863,016 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| HEDGE FUNDS - DISTRESSED | $12,769,523 | $12,769,523 |
| HEDGE FUNDS - LONG/SHORT | $15,881,334 | $15,881,334 |
| LP - PRIVATE EQUITY | $10,847,362 | $10,847,362 |
| LP - REAL ASSETS | $10,348,149 | $10,348,149 |
| LP - EQUITY | $15,241,505 | $15,241,505 |
| HEDGE FUNDS - ABSOLUTE RETURN | $18,933,112 | $18,933,112 |
| COMMINGLED TRUSTS | $9,555,645 | $9,555,645 |
| LP - MORTGAGES | $736 | $736 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $21,706 | LegalFeesAmt |
| Net Investment Income | $6,311 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15,396 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST RECEIVABLE | Desc |
| BOY Book Value | $82,698 | BOYBookValueAmt |
| EOY Book Value | $91,118 | EOYBookValueAmt |
| EOYFMV | $91,118 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $16,521 | $5,849 | $10,672 |
| OUTSIDE SERVICES | $3,710 | $1,314 | $2,396 |
| MAINTENANCE & REPAIR | $4,109 | $1,455 | $2,654 |
| DUES & SUBSCRIPTIONS | $5,533 | $1,959 | $3,574 |
| TELEPHONE & INTERNET | $14,365 | $5,086 | $9,279 |
| NON-CAPITAL FURNITURE & EQUIP. | $3,005 | $1,064 | $1,941 |
| OFFICE EXPENSE | $9,783 | $3,464 | $6,319 |
| MISCELLANEOUS EXPENSE | $158 | $56 | $102 |
| CHARITABLE CONTRIBUTIONS-K-1'S | $192 | $192 | |
| SCIENTIFIC RETREAT | $11,134 | $11,134 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Other Investment Income | $433,631 | $358,737 |
| Miscellaneous Income | $1,251 | $1,251 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $6,885,183 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING FEES | $3,972 | $1,706 | $2,266 |
| INVESTMENT FEES | $873,213 | $861,441 | $526 |
| SOFTWARE FEES AND MAINTENANCE | $82,316 | $27,124 | $55,192 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAXES | $10 | |
| FOREIGN TAXES | $56,739 | $56,739 |