Christel DeHaan Family Foundation Inc: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- Christel DeHaan Family Foundation Inc (EIN 35-1939960)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-03
- IRS object ID
- 201713079349100416
- Schema version
- 2016v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Compensation Explanation
- Depreciation Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-03T13:21:24-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | % JOE SCHNEIDER | 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 | JOE SCHNEIDER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3174642333 | PhoneNum |
| Signature | 2017-11-15 | 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 | 2017-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $44,619,841 | 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 | $465,117 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $465,117 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $310,417 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,768,047 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $310,417 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $233,263 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $250,732 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,008,797 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,026,266 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $59,343 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $59,343 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $7,889 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $7,889 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,525 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,175 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $58,368 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,778 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $5,044 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $332 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $41,241 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $3,299 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $37,942 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,288 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,288 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $422,762 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $406,833 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15,929 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $604,923 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $428,435 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $131,610 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,244,573 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,244,573 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,849,496 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $428,435 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,376,183 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,840,699 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $597,831 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,053,181 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,710,434 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,710,434 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $39,377,786 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $35,880,166 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $41,905,232 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $408,082 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $403,907 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $4,507 | LandBOYAmt |
| Land EOY | $4,175 | LandEOYAmt |
| Land EOYFMV | $4,175 | LandEOYFMVAmt |
| Total Assets BOY | $40,435,474 | TotalAssetsBOYAmt |
| Total Assets EOY | $38,594,775 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $44,619,841 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $40,435,474 | RetainedEarningBOYAmt |
| Retained Earning EOY | $38,594,775 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $40,435,474 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $38,594,775 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $40,435,474 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $38,594,775 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $40,435,474 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,840,699 | ExcessRevenueOverExpensesAmt |
| Subtotal | $38,594,775 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $38,594,775 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (36 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|
| EAGLE K-1 | $0 | $19,800 | -$19,800 | -$19,800 | ||
| EAGLE K-1 | $0 | $37,217 | -$37,217 | -$37,217 | ||
| EM DEBT K-1 | $0 | $955 | -$955 | -$955 | ||
| EM DEBT K-1 | $0 | $2,089 | -$2,089 | -$2,089 | ||
| FIRST STATE K-1 | $341 | $0 | $341 | $341 | ||
| FIRST STATE K-1 | $0 | $138,073 | -$138,073 | -$138,073 | ||
| KNIGHTHEAD I K-1 | $0 | $22,928 | -$22,928 | -$22,928 | ||
| BLACKSTONE K-1 | $0 | $4,211 | -$4,211 | -$4,211 | ||
| BPIF K-1 | $64,158 | $0 | $64,158 | $64,158 | ||
| PESOF II K-1 | $6,029 | $0 | $6,029 | $6,029 | ||
| PESOF II K-1 | $82,930 | $82,930 | $82,930 | |||
| ABERDEEN K-1 | $17,345 | $0 | $17,345 | $17,345 | ||
| ABERDEEN K-1 | $85,955 | $0 | $85,955 | $85,955 | ||
| NTPEF IV K-1 | $0 | $435 | -$435 | -$435 | ||
| NTPEF IV K-1 | $85,378 | $0 | $85,378 | $85,378 | ||
| NTPEF V K-1 | $1,883 | $0 | $1,883 | $1,883 | ||
| NTPEF V K-1 | $48,391 | $0 | $48,391 | $48,391 | ||
| NTPEF VI K-1 | $449 | $0 | $449 | $449 | ||
| NTPEF VI K-1 | $9,600 | $9,600 | $9,600 | |||
| AEW K-1 | $1,345 | $0 | $1,345 | $1,345 | ||
| PESOF III K-1 | $0 | $7,511 | -$7,511 | -$7,511 | ||
| MFS INTL VALUE | $190,000 | $168,012 | $21,988 | $21,988 | 2014-03-19 | 2016-08-25 |
| METRO ULTRA SHORT | $13,964 | $13,964 | 2016-10-28 | |||
| METRO ULTRA SHORT | $420,036 | $421,059 | -$1,023 | -$1,023 | ||
| VAN RUSSEL VALUE | $857,000 | $651,382 | $205,618 | $205,618 | 2013-02-26 | |
| EAGLE | $180,103 | $193,970 | -$13,867 | -$13,867 | ||
| EAGLE | $119,041 | $150,487 | -$31,446 | -$31,446 | ||
| COMMODITIES | $283,000 | $632,658 | -$349,658 | -$349,658 | 2016-08-25 | |
| TIFF ABS RETURN POOL | $257,000 | $149,373 | $107,627 | $107,627 | 2010-05-03 | 2016-12-30 |
| HARDING LOEVNER | $79,938 | $77,278 | $2,660 | $2,660 | ||
| HARDING LOEVNER | $399,788 | $344,170 | $55,618 | $55,618 | ||
| ATLANTA CAPITAL | $161,909 | $166,414 | -$4,505 | -$4,505 | ||
| ATLANTA CAPITAL | $502,464 | $334,146 | $168,318 | $168,318 | ||
| PASSIVE LADDER THE NORTHERN TRUST | $900,000 | $912,293 | -$12,293 | -$12,293 | ||
| NORTHERN TRUST | $0 | $8,975 | -$8,975 | -$8,975 | ||
| EM DEBT - FINAL K-1 | $230 | -$230 | -$230 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $310,417 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,965,007 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $46,137,840 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.064264 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,410,141 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $46,826,756 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051469 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $838,611 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $45,101,330 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.018594 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $776,694 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $41,442,801 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.018741 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $982,066 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $41,613,119 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0236 | DistributionYr5Rt |
| Total Distribution | 0.176668 | TotalDistributionRt |
| Average Distribution | 0.035334 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $43,727,729 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,545,076 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,978 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,551,054 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,376,183 | 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 | $5,978 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,978 | SubtotalAmt |
| Tax Based On Investment Income | $5,978 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $39,870 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $2,500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $42,370 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $36,392 | OverpaymentAmt |
| Applied To ES Tax | $36,392 | 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 | JOE SCHNEIDER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3174642010 | 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 (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 |
| JOSEPH SCHNEIDER | |||||||||
| 10 W Market Street Ste 1990 | SUITE 1990 | Indianapolis | IN | 46204 | TREASURER | 8.0 | $0 | $0 | $0 |
| CHERYL J WENDLING | |||||||||
| 10 W Market Street Ste 1990 | SUITE 1990 | Indianapolis | IN | 46204 | TREASURER | 5.0 | $0 | $0 | $0 |
| MARK WILLIS | |||||||||
| 10 W Market Street Ste 1990 | SUITE 1990 | Indianapolis | IN | 46204 | SENIOR VP/CIO | 8.0 | $0 | $0 | $0 |
| MELYNNE KLAUS | |||||||||
| 10 W Market Street Ste 1990 | SUITE 1990 | Indianapolis | IN | 46204 | EXECUTIVE DIRECTOR | 24.0 | $59,343 | $7,889 | $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 | $42,342,812 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,050,821 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $44,393,633 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $44,393,633 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $665,904 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $43,727,729 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,186,386 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,186,386 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,978 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,978 | TotalTaxAmt |
| Distributable Before Adj | $2,180,408 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,180,408 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,180,408 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,376,183 | 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 | $2,376,183 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,978 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,370,205 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,180,408 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $982,066 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $129,785 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $693,261 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,805,112 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,376,183 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $2,180,408 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $195,775 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,000,887 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $982,066 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,018,821 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $129,785 | ExcessFromYear2Amt |
| Excess From Year1 | $693,261 | ExcessFromYear1Amt |
| Excess From Current Year | $195,775 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | C DEHAAN | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | M KLAUS DIRECTOR OF GRANT PROGRAMs | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 W MARKET STREET 1990 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3174642038 | RecipientPhoneNum |
| Form And Info And Materials | LETTER OF INQUIRY | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | K-12 EDUCATION IN INDIANA AND ARTS CULTURE IN INDIANAPOLIS AS WELL AS OTHER DISCRETIONARY GRANTS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (135 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 100 Black Men of Indianapolis IN | ||||||||
| 3901 N Meridian St Ste 10 | Indianapolis | IN | 462084026 | NONE | PC | Dollars & Sense Financial Literacy Program | $2,500 | |
| Actors Theatre of Indiana | ||||||||
| 510 3rd Ave SW | Carmel | IN | 46032 | NONE | PC | General Operating support- Shared Arts App. | $25,000 | |
| American Cabaret Theatre | ||||||||
| 121 Monument Circle Ste 516 | Indianapolis | IN | 46204 | NONE | PC | General Operating support | $50,000 | |
| American Civil Liberties Union of Indiana Fdn | ||||||||
| 1031 E Washington St | Indianapolis | IN | 46202 | NONE | PC | general operating support-assist w/challenge to HEA #1337 | $30,000 | |
| American Pianist Assoc | ||||||||
| 4603 Clarendon Road Suite 030 | Indianapolis | IN | 46208 | NONE | PC | General Operating support | $80,000 | |
| Anti-Defamation League of B'nai B'rith | ||||||||
| 605 3rd Ave | New York | NY | 10158 | NONE | PC | general operarting support -honor of Man of Achievement Dinner | $4,000 | |
| Art With a Heart | ||||||||
| 6002 Sunnyside Road | Indianapolis | IN | 46236 | NONE | PC | Summer Youth Program | $4,500 | |
| 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 | 2016 Start with Art Luncheon 9/2/16 | $7,500 | |
| Arts for Learning | ||||||||
| 3921 N Meridian Street Ste 210 | Indianapolis | IN | 46208 | NONE | PC | $20k genl oper support/$5k CHA/DORS programs | $25,000 | |
| Asante Childrens' Theatre Inc | ||||||||
| 502 N Tremont | Indianapolis | IN | 46222 | NONE | PC | General Operating support | $15,000 | |
| Athenaeum Foundation | ||||||||
| 407 E Michigan St | Indianapolis | IN | 46204 | NONE | SO I | 2016 general operating support | $3,500 | |
| Big Car Media Inc | ||||||||
| 615 N Alabama Street Suite 119 | Indianapolis | IN | 46204 | NONE | PC | General Operating support-Garfield Park Creative Comm project | $35,000 | |
| Bobpresents Inc | ||||||||
| 7260 Fishback Hill Lane | Indianapolis | IN | 46278 | NONE | PC | 2016 Season Sponsorship including Billy Elliot production | $2,500 | |
| Booth Tarkington Civic Inc | ||||||||
| 3 Center Green 300 | Carmel | IN | 46032 | NONE | PC | General Operating support | $45,000 | |
| Bosma Enterprises | ||||||||
| 6270 Corporate Dr | Indianapolis | IN | 46278 | NONE | PC | Honor 2016 Thomas C Hasbrook Award luncheon | $1,000 | |
| Brebeuf Preparatory School Inc | ||||||||
| 2801 W 86th Street | Indianapolis | IN | 46268 | NONE | PC | Science Program-equipment & technology needs/renovation | $25,000 | |
| Building tomorrow Inc | ||||||||
| 407 Fulton Street | Indianapolis | IN | 46202 | NONE | PC | general operating support in lieu of attendance 6/16 | $10,000 | |
| Butler University | ||||||||
| 4600 Sunset Avenue | Indianapolis | IN | 46208 | NONE | PC | support programming at CHA locations/genl oper support | $95,000 | |
| Butler University | ||||||||
| 4600 Sunset Avenue | Indianapolis | IN | 46208 | NONE | PC | support for the 2016 Butler ArtsFest | $15,000 | |
| Catch the Stars Foundation Inc | ||||||||
| PO Box 53557 | Indianapolis | IN | 46253 | NONE | PC | general operating support | $2,500 | |
| Cathedral Arts Inc | ||||||||
| 32 E Washington St Ste 1320 | Indianapolis | IN | 462043562 | NONE | PC | General Operating support | $45,000 | |
| Cathedral High School-Cathedral Trustees Inc | ||||||||
| 5225 East 56th St | Indianapolis | IN | 46226 | NONE | PC | 2016 Shamrauction event support | $2,500 | |
| Center for Interfaith Cooperation | ||||||||
| Indiana Interchurch Center | Indianapolis | IN | 46208 | NONE | PC | genl oper support-in honor banquet KP Singh | $1,000 | 1100 W 42nd Street Ste 125 |
| Central Indiana Community Foundation | ||||||||
| 615 N Alabama Street | Indianapolis | IN | 46204 | NONE | PC | Indianapolis Light Festival on downtown canal | $100,000 | |
| Central Indiana Community Foundation | ||||||||
| 615 N Alabama Street | Indianapolis | IN | 46204 | NONE | PC | general operating support; Angel Investor entrepreneurial | $10,000 | |
| Central Indiana Land Trust | ||||||||
| 1500 N Delaware St | Indianapolis | IN | 46202 | NONE | PC | Highwoods Partnerships Project | $25,000 | |
| Central Indiana Community Foundation | ||||||||
| 615 N Alabama Street | Indianapolis | IN | 46204 | NONE | PC | fund 3497-The Health Fdtn for Greater Indpls | $5,000 | |
| Christel House Academy Inc | ||||||||
| 2717 South East Street | Indianapolis | IN | 46225 | NONE | PC | support Excellence in Etiquitte program | $2,460 | |
| Christel House Academy Inc | ||||||||
| 2717 South East Street | Indianapolis | IN | 46225 | NONE | PC | Indiana Fever Partnership | $10,000 | |
| Christel House International | ||||||||
| 10 West Market Street Ste 1990 | Indianapolis | IN | 46204 | NONE | PC | support CHSA art departments | $7,500 | |
| Christel House International | ||||||||
| 10 West Market Street Ste 1990 | Indianapolis | IN | 46204 | NONE | PC | support Epiphany for CH concert | $600 | |
| Christel House International | ||||||||
| 10 West Market Street Ste 1990 | Indianapolis | IN | 46204 | NONE | PC | general operating support | $5,000 | |
| FINE ARTS SOCIETY OF INDIANAPOLIS INC | ||||||||
| DBA Classical Music Indy | Indianapolis | IN | 46202 | NONE | PC | General Operating support | $45,000 | 1630 N Meridian Street Ste 440 |
| Community Foundation of Boone county | ||||||||
| 102 N Lebanon St Ste 200 | Lebanon | IN | 46052 | NONE | PC | K-9 Dog Program-Zionsville Police Dept. | $1,000 | |
| Conner Prairie Museum Inc | ||||||||
| 13400 Allisonville Rd | Fishers | IN | 46038 | NONE | PC | genl oper support for Conner Prairie Theatre Program | $35,000 | |
| Culver Educational Foundation | ||||||||
| 1300 Academy Road | Culver | IN | 46511 | NONE | PC | $4k genl oper support; $6k scholarship for CHA student | $10,000 | |
| Dance Kaleidoscope | ||||||||
| 4603 Clarendon Road | Indianapolis | IN | 46208 | NONE | PC | General Operating support | $100,000 | |
| Dance Kaleidoscope | ||||||||
| 4603 Clarendon Road | Indianapolis | IN | 46208 | NONE | PC | genl oper support-matching fund support David's 25th season | $29,410 | |
| Delta Waterfowl Foundation-NE Indiana | ||||||||
| 1845 W Maumee St | Angola | IN | 46703 | NONE | PC | support for local conservation efforts | $6,500 | |
| Delta Waterfowl Foundation-NE Indiana | ||||||||
| 1845 W Maumee St | Angola | IN | 46703 | NONE | PC | support NE Indiana annual Duck Day education | $6,000 | |
| 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 | support Alchmy Vohls & 2017 Cavalli's Masque performance | $2,500 | |
| Eiteljorg Museum of American Indians & Western | ||||||||
| 500 West Washington Street | Indianapolis | IN | 46204 | NONE | PC | 2016 Indian Market & Festival-entertainment | $5,000 | |
| Encore Vocal Arts | ||||||||
| PO Box 30963 | Indianapolis | IN | 46230 | NONE | PC | 2016 general operating support | $4,000 | |
| 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 | designated for LaVerne Lodge for Men | $10,000 | |
| Festival Music Society of Indiana | ||||||||
| 3646 Bay Road South Dr | Indianapolis | IN | 46240 | NONE | PC | 2016 Free Family concert 6/18/16 | $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 | support for the Sharing Place Food Pantry | $1,000 | |
| Girls Incorporated | ||||||||
| 3935 N Meridian St | Indianapolis | IN | 46208 | NONE | PC | general operating support-honor of 2016 Touchstone Awards | $1,000 | |
| Gleaners Food Bank of Indiana Inc | ||||||||
| 3737 Waldemere Ave | Indianapolis | IN | 46241 | NONE | PC | support BackSacks food program to CHA students | $10,000 | |
| Greater Indianapolis Progress Committee | ||||||||
| 200 E Washington Street | Indianapolis | IN | 46204 | NONE | PC | Indpls Hyderabad Sister City Committee event | $2,500 | |
| Gregory Hancock Dance Theatre | ||||||||
| 329 Gradle Drive | Carmel | IN | 46032 | NONE | PC | General Operating support | $40,000 | |
| Harrison Center for the Arts | ||||||||
| 1505 North Delaware Street | Indianapolis | IN | 46202 | NONE | SO I | general operating support | $45,000 | |
| Hawthorne Social Service Association | ||||||||
| 2440 W Ohio Street | Indianapolis | IN | 46222 | NONE | PC | Hawthorne Community Center event at IMS | $100 | |
| Heartland Actors' Repertory Theatre Inc | ||||||||
| C/O Butler University Department of | Indianapolis | IN | 46208 | NONE | PC | General Operating support | $25,000 | 4600 Sunset Avenue |
| Humane Society of Indianapolis | ||||||||
| 7929 N Michigan Rd | Indianapolis | IN | 46268 | NONE | PC | genl support-honor Chris Blice/Jon Edwards Rescue Runway | $5,000 | |
| Indiana Historical Society | ||||||||
| 450 W Ohio St | Indianapolis | IN | 46202 | NONE | PC | Living Legends Gala | $5,000 | |
| Indiana Historical Society | ||||||||
| 450 W Ohio St | Indianapolis | IN | 46202 | NONE | PC | support Museum Theatre Program | $5,000 | |
| Indiana Hunter Education Association | ||||||||
| 8559 E 350 N | Montpelier | IN | 47359 | NONE | PC | support for the Outdoors Calendar | $2,000 | |
| Indiana Raptor Center | ||||||||
| 3027 Indiana 262 | Rising Sun | IN | 47040 | NONE | PC | general operating support | $5,000 | |
| Indiana Repertory Theatre Inc | ||||||||
| 140 West Washington Street | Indianapolis | IN | 46204 | NONE | PC | General Operating support | $75,000 | |
| Indiana Repertory Theatre Inc | ||||||||
| 140 West Washington Street | Indianapolis | IN | 46204 | NONE | PC | IRT Radio Show support | $3,000 | |
| Indiana Repertory Theatre Inc | ||||||||
| 140 West Washington Street | Indianapolis | IN | 46204 | NONE | PC | 2016 Celebrity Radio Show support | $3,000 | |
| Indiana State Museum Foundation | ||||||||
| 650 West Washington Street | Indianapolis | IN | 46204 | NONE | PC | general operating support | $2,500 | |
| Indiana State Museum Foundation | ||||||||
| 650 West Washington Street | Indianapolis | IN | 46204 | NONE | PC | 4/28/16 Heritage Keeper Award Table | $5,000 | |
| Indiana State Museum Foundation | ||||||||
| 650 West Washington Street | Indianapolis | IN | 46204 | NONE | PC | Summer Youth Program | $3,500 | |
| 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 | general operating support-2016 Spirit & Place Festival | $5,000 | |
| Indiana University Foundation | ||||||||
| PO Box 1847 | Bloomington | IN | 47402 | NONE | PC | Leadership Giving Campaign. Lilly Family School of Philanthropy | $2,500 | |
| Indianapolis Art Center | ||||||||
| 820 E 67th Street | Indianapolis | IN | 46220 | NONE | PC | support 2016 Cultural Stage at Broad Ripple Art Fair | $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 2016 season | $5,000 | |
| Indianapolis Chamber Orchestra | ||||||||
| 4603 Clarendon Road | Indianapolis | IN | 46208 | NONE | PC | general operating support | $60,000 | |
| Indianapolis Chamber Orchestra | ||||||||
| 4603 Clarendon Road | Indianapolis | IN | 46208 | NONE | PC | underwrite the CHA Strings Instructor | $25,000 | |
| Indianapolis Childrens Choir Inc | ||||||||
| 4600 Sunset Avenue | Indianapolis | IN | 46208 | NONE | PC | General Operating support | $45,000 | |
| Indianapolis Garden Club | ||||||||
| PO Box 90227 | Indianapolis | IN | 462900227 | NONE | PC | support for the IGC 2016 Garden Walk | $500 | |
| Indianapolis Legal Aid Society | ||||||||
| 615 N Alabama St 122 | Indianapolis | IN | 46204 | NONE | PC | genl oper support-honor of 75th Anniversary Celebration | $1,000 | |
| Indianapolis Marion County Public Library Fdtn | ||||||||
| 2450 N Meridian Street | Indianapolis | IN | 46206 | NONE | PC | 2016 sponsorships: Meet the Artists Exhibit & Gala | $5,000 | |
| Indianapolis Museum of Art | ||||||||
| 4000 Michigan Road | Indianapolis | IN | 46208 | NONE | PC | general operating support for Educational Programs | $25,000 | |
| Indianapolis Museum of Art | ||||||||
| 4000 Michigan Road | Indianapolis | IN | 46208 | NONE | PC | general operating support; annual gift to Second Century Society | $25,000 | |
| Indianapolis Museum of Contemporary Art | ||||||||
| 220 E South St | Indianapolis | IN | 46225 | NONE | PC | 2016 general operating support | $4,000 | |
| Indianapolis Opera Company | ||||||||
| 4011 N Pennsylvania Street | Indianapolis | IN | 46205 | NONE | PC | General Operating support | $35,000 | |
| Indianapolis Symphonic Choir Inc | ||||||||
| 4600 Sunset Avenue | Indianapolis | IN | 46208 | NONE | PC | General Operating support | $20,000 | |
| Indianapolis Symphony Orchestra | ||||||||
| 45 Monument Circle | Indianapolis | IN | 46208 | NONE | PC | Opening Gala | $74,750 | |
| Indianapolis Symphony Society | ||||||||
| 45 Monument Circle | Indianapolis | IN | 46208 | NONE | PC | operating support for innovative artisitc projects | $75,000 | |
| Indianapolis Symphony Society | ||||||||
| 45 Monument Circle | Indianapolis | IN | 46208 | NONE | PC | general operating support | $25,000 | |
| Indianapolis Symphony Society | ||||||||
| 45 Monument Circle | Indianapolis | IN | 46208 | NONE | PC | Classical Christmas concert | $49,853 | |
| 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 of conservation efforts | $25,000 | |
| Indianapolis-Liederkranz Inc | ||||||||
| 1417 E Washington Street | Indianapolis | IN | 46201 | NONE | PC | support of music program | $10,000 | |
| Indy Jazz Fest Foundation Inc | ||||||||
| PO Box 20857 | Indianapolis | IN | 46220 | NONE | PC | general operating support 2016 festival | $4,000 | |
| IndyBaroque Music Inc | ||||||||
| 401 E Michigan Street | Indianapolis | IN | 46204 | NONE | PC | General Operating support | $10,000 | |
| Jewish Community Center of Indianapolis | ||||||||
| 6701 Hoover Road | Indianapolis | IN | 46260 | NONE | PC | 2016 Ann Katz Festival of Books and Arts | $5,000 | |
| Juvenile Diabetes Research Fdtn | ||||||||
| 8440 Woodfield Crossing 201 | Indianapolis | IN | 46240 | NONE | PC | Bluegreen FR JDRJ Walk | $2,500 | |
| Kids Dance Outreach | ||||||||
| 456 N Meridian St 44801 | Indianapolis | IN | 46244 | NONE | PC | Summer Youth Program | $1,500 | |
| La Plaza Inc | ||||||||
| 8902 E 38th Street | Indianapolis | IN | 46226 | NONE | PC | support 2016 Night of the Americans Dinner 5/5/16 | $2,500 | |
| Lambda Legal Defense & Education Fund Inc | ||||||||
| Midwest Regional Office 105 West A | Chicago | IL | 60603 | NONE | PC | support 2016 Indiana Benefit 9/16/16 | $7,500 | |
| Iibada Dancers Inc | ||||||||
| 609 E 29th St | Indianapolis | IN | 46205 | NONE | PC | Summer Youth Program | $1,500 | |
| Lumos Foundation | ||||||||
| 2013 H Street NW 4th Floor | Washington | DC | 20006 | NONE | PC | general operating support | $5,000 | |
| Marian University | ||||||||
| 3200 Cold Spring Rd | Indianapolis | IN | 46222 | NONE | PC | Rooted in Education Gala/scholarship | $10,000 | |
| Metropolitan Opera Assoc | ||||||||
| Indiana University Bryan House | Bloomington | IN | 47405 | NONE | PC | support 2016 Met National Council Auditions | $5,000 | |
| National Multiple Sclerosis Society | ||||||||
| 3500 Depauw Boulevard Suite 1040 | Indianapolis | IN | 46268 | NONE | PC | Indianapolis MS Walk | $500 | |
| National Wild Turkey Federation | ||||||||
| PO Box 530 | Edgefield | SC | 29824 | NONE | PC | support for Northeastern Indiana Chapter | $6,500 | |
| Partnerships for Lawrence | ||||||||
| 4437 N Franklin Road | Lawrence | IN | 46226 | NONE | PC | Summer Youth Program | $4,000 | |
| 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 | |
| Phoenix Theatre Inc | ||||||||
| 749 N Park Ave | Indianapolis | IN | 46202 | NONE | PC | Capital Support for new facility | $50,000 | |
| Planned Parenthood of Indiana and Kentucky | ||||||||
| 200 S Meridian St Ste 400 | Indianapolis | IN | 46225 | NONE | PC | general operating support | $15,000 | |
| President Benjamin Harrison Home | ||||||||
| 1230 N Delaware Street | Indianapolis | IN | 46202 | NONE | PC | 2016 Candlelight Theatre Season support | $3,500 | |
| Primary colours | ||||||||
| 1043 Virgina Ave Box 23 | Indianapolis | IN | 46203 | NONE | PC | support Installation Nation 6/17-6/19/16 | $4,000 | |
| Progress House | ||||||||
| 201 Shelby Street | Indianapolis | IN | 46202 | NONE | PC | Feasibility Study for Women's Recovery Center | $1,000 | |
| Redwood School and Rehabilitation Center Inc | ||||||||
| 71 Orphanage Rd | Fort Mitchell | KY | 41017 | NONE | PC | Living Legacy Campaign | $10,000 | |
| Reitz Memorial High School | ||||||||
| 1500 Lincoln Ave | Evansville | IN | 47714 | NONE | PC | grant for Equipment Purchase-maintian floors | $5,000 | |
| School on Wheels Corp | ||||||||
| 2815 E 62nd St Ste 200 | Indianapolis | IN | 46220 | NONE | PC | Summer Youth Program | $4,000 | |
| Spoleto Festival USA | ||||||||
| 14 George Street PO Box 157 | Charleston | SC | 29402 | NONE | PC | 2016 general operating support | $13,000 | |
| Step-Up Inc | ||||||||
| 850 N Meridian Street First Floor | Indianapolis | IN | 46204 | NONE | PC | genl oper support - Peer Support Specialist | $40,000 | |
| Stop Online Puppy Mills | ||||||||
| 1253 Richmond Lane | Wilmette | IL | 60091 | NONE | PC | general operating support for Annual Fund Drive | $1,500 | |
| Summer Stock Stage | ||||||||
| PO Box 301121 | Indianapolis | IN | 46240 | NONE | PC | general operating support | $6,500 | |
| Symphonic Youth Orchestra | ||||||||
| 4888 Auburn Ford | Greenwood | IN | 46142 | NONE | PC | Summer Youth Program | $1,500 | |
| The Children's Museum of Indianapolis | ||||||||
| 3000 N Meridian Street | Indianapolis | IN | 46208 | NONE | PC | Lilly Theatre Holiday production | $25,000 | |
| The Indyprov Inc | ||||||||
| 902 N Meridian 115 | Indianapolis | IN | 46204 | NONE | PC | general operating support | $600 | |
| The Lord's Pantry at Anna's House | ||||||||
| 303 N Elder Ave | Indianapolis | IN | 46222 | NONE | PC | Anna's House 10th Anniv. Event, An Evening in Paris | $300 | |
| Theatre on the Square | ||||||||
| 627 Massachusetts Ave | Indianapolis | IN | 462041606 | NONE | PC | general operating support | $15,000 | |
| Theatre on the Square | ||||||||
| 627 Massachusetts Ave | Indianapolis | IN | 462041606 | NONE | PC | General Operating Support | $35,000 | |
| Timmy Global HealthThe Timmy Foundation | ||||||||
| 22 E 22nd St | Indianapolis | IN | 46202 | NONE | PC | general operating support | $1,000 | |
| Traders Point Christian School Inc | ||||||||
| 6600 S Indianapolis Road | Whitestown | IN | 46075 | NONE | PC | support Capital Campaign, Foundation for the Future | $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 | 2016 Sponsorship: WICR's German Music Hour | $1,000 | |
| Village of Merici Inc | ||||||||
| 5707 Lawton Loop East Dr Box 22 | Indianapolis | IN | 46216 | NONE | PC | general operating support | $10,000 | |
| WFYI Public Media | ||||||||
| 1630 N Meridian Street | Indianapolis | IN | 46202 | NONE | PC | genl oper support-$55k local arts prog/$25k Artragageous | $80,000 | |
| Whitetails Unlimited | ||||||||
| PO Box 263 | Ashley | IN | 46705 | NONE | PC | Youth & Conservation efforts/event, community outreach | $2,500 | |
| Woodrow Wilson National Fellowship Foundation | ||||||||
| P O Box 5281 | Princeton | NJ | 085435281 | NONE | PC | general operating support | $10,000 | |
| Zionsville Band and Orchestra Patrons | ||||||||
| 11070 Brentwood Ave | Zionsville | IN | 46077 | NONE | PC | Musical Endowment Program-for Orchestra only | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,244,573 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THEATRE ON THE SQUARE INC | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 627 MASSACHUSETTS AVE | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 462041606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL OPERATING SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $20,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $20,000 | 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 | $465,117 | 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 | $310,417 | 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 | -$17,469 | 14 | $259,746 |
| OTHER INCOME/LOSS | 525990 | 14 | -$9,014 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$17,469 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,026,266 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,008,797 | 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 | $12,700 | Amt |
| Net Investment Income | $9,525 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,175 | 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 (32 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BLACKSTONE PARK AVENUE FUND | $3,195,949 | $4,116,136 |
| BLACKSTONE IF NONTAXABLE LP | $3,860,734 | $4,042,183 |
| BLACK DIAMOND CM OFFSHORE OPP. | $8,178 | $8,178 |
| PESO FUND III | $179,868 | $267,630 |
| TIFF ABSOLUTE RETURN POOL | $2,614,688 | $3,772,569 |
| COMMODITIES | $440,075 | $253,195 |
| ATLANTA | $909,482 | $1,433,762 |
| NEUBERGER | $0 | $0 |
| NTPEF IV | $953,924 | $1,392,882 |
| EM DEBT | $0 | $0 |
| FIRST STATE | $2,684,157 | $2,511,533 |
| PE CASH | $974,068 | $974,068 |
| HARDING LOEVNER | $934,764 | $1,098,228 |
| KNIGHTHEAD REAL ESTATE II | $411,540 | $410,157 |
| NT PE V | $724,133 | $858,179 |
| TT MID CAP | $2,000,000 | $2,724,554 |
| BOCAGE CAPITAL | $1,000,000 | $932,670 |
| PASSIVE LADDER | $3,649,005 | $3,603,881 |
| WELLS FARGO S/T H/Y | $0 | $0 |
| METRO ULTRA SHORT | $822,228 | $820,321 |
| VAN RUSSELL VALUE | $463,203 | $630,110 |
| EAGLE | $2,146,591 | $3,082,730 |
| REAMS UNCONTRAINED | $0 | $0 |
| KNIGHTHEAD REAL ESTATE | $302,721 | $300,155 |
| ABERDEEN (FLAG) | $497,804 | $605,443 |
| PESO FUND II | $838,799 | $958,269 |
| NT PE VI | $403,101 | $473,583 |
| AEW | $546,853 | $622,207 |
| EAGLE GLOBAL | $164,634 | $185,437 |
| MFS INTL VALUE | $1,138,380 | $1,198,361 |
| VAN RUSSELL GROWTH | $3,015,287 | $3,394,870 |
| CHATHAM HY | $1,000,000 | $1,233,941 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| STAFF COSTS | $1,202 | $1,202 | |
| POSTAGE & SHIPPING | $42 | $42 | |
| DUES & SUBSCRIPTIONS | $1,217 | $1,217 | |
| SOFTWARE MAINTENANCE | $9,200 | $9,200 | |
| INSURANCE | $3,001 | $3,001 | |
| TELEPHONE | $340 | $340 | |
| LICENSES | $84 | $84 | |
| PARTNERSHIP EXPENSE | $406,833 | $406,833 | |
| OFFICE EXPENSES | $256 | $256 | |
| NON-DEDUCTIBLE K-1 EXPENSES | $391 | $391 | |
| K-1 CHARITABLE CONTRIBUTIONS | $196 | $196 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PARTNERSHIP INCOME/LOSS | $242,277 | $259,746 |
| OTHER INCOME/LOSS | -$9,014 | -$9,014 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EMPLOYMENT TAXES | $5,044 | $5,044 | |
| FOREIGN TAXES | $8,778 | $8,778 | |
| EXCISE TAXES | $44,546 |
Comments