REGENSTRIEF FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- REGENSTRIEF FOUNDATION INC (EIN 35-6066023)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-01-10
- IRS object ID
- 201700109349100600
- Schema version
- 2015v3.0
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- 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 | 2017-01-10T13:54:54-06:00 | ReturnTs |
| Tax Period End | 2016-06-30 | 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 | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 356066023 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REGENSTRIEF FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MARIA DIBBLE | InCareOfNm |
| Business Name Control | REGE | BusinessNameControlTxt |
| Phone | 3178481400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9292 N MERIDIAN SUITE 202 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46260 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JACK SHAW | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Signature | 2016-12-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HOLLY M PANTZER | PreparerPersonNm |
| PTIN | P00137289 | PTIN |
| Phone | 3173834000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $166,694,106 | 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 | $2,649,650 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,649,650 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,944,900 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $43,801,146 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,944,900 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $259,550 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $201,785 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,854,100 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,796,335 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $241,200 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $120,600 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $120,600 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $85,024 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $42,512 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $42,512 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $26,934 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $13,467 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $13,467 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $16,863 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $16,863 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $36,266 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $21,760 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $14,506 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,164,550 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,164,550 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $23,510 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $7,826 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $7,826 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $49,013 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $24,506 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $24,507 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,930 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $965 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $965 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $80,545 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $41,073 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $39,472 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,733,661 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,437,259 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $272,892 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,000,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,000,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,733,661 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,437,259 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,272,892 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $120,439 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,359,076 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $114,752 | CashBOYAmt |
| Cash EOY | $121,704 | CashEOYAmt |
| Cash EOYFMV | $121,704 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,231,119 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,973,511 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,973,511 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $0 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,105,453 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,105,453 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $146,853,948 | CorporateStockBOYAmt |
| Corporate Stock EOY | $139,939,889 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $159,321,932 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $291,516 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $145,842 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $114,240 | LandBOYAmt |
| Land EOY | $145,674 | LandEOYAmt |
| Land EOYFMV | $145,674 | LandEOYFMVAmt |
| Other Assets BOY | $29,381 | OtherAssetsBOYAmt |
| Other Assets EOY | $25,832 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $25,832 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $151,343,440 | TotalAssetsBOYAmt |
| Total Assets EOY | $147,312,063 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $166,694,106 | TotalAssetsEOYFMVAmt |
| Deferred Revenue BOY | $4,151,823 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $0 | DeferredRevenueEOYAmt |
| Total Liabilities BOY | $4,151,823 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $147,191,617 | UnrestrictedBOYAmt |
| Unrestricted EOY | $147,312,063 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $147,191,617 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $147,312,063 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $151,343,440 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $147,312,063 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $147,191,617 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $120,439 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7 | OtherIncreasesAmt |
| Subtotal | $147,312,063 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $147,312,063 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| GMO INTERNATIONAL EQUITY DISTRIBUTION | 2015-07-13 | $350,670 | $350,670 | $350,670 | |
| GMO INTERNATIONAL EQUITY REDEMPTION | 2015-08-20 | $8,649,290 | -$1,626,148 | -$1,626,148 | $10,275,438 |
| GMO EMERGING DEBT - PARTIAL REDEMPTION | 2015-08-20 | $1,000,000 | -$123,593 | -$123,593 | $1,123,593 |
| VANGUARD EMERGING MARKETS REDEMPTION | 2015-08-20 | $3,422,258 | -$814,954 | -$814,954 | $4,237,212 |
| LAZARD EMERGING INCOME | 2015-10-15 | $2,775,583 | -$268,233 | -$268,233 | $3,043,816 |
| VULCAN DISTRIBUTION | 2015-12-01 | $526,468 | $526,468 | $526,468 | |
| IVA DISTRIBUTION | 2015-12-16 | $282,213 | $282,213 | $282,213 | |
| GMO EMERGING DEBT - REDEMPTION | 2016-02-18 | $2,952,166 | -$558,466 | -$558,466 | $3,510,632 |
| IVA PARTIAL REDEMPTION | 2016-02-25 | $1,999,985 | $63,990 | $63,990 | $1,935,995 |
| REALTY ASSOCIATES IX DISTRIBUTION | $191,249 | $191,249 | $191,249 | ||
| NIPPON SILCHESTER | 2015-12-31 | -$11,017 | -$11,017 | $11,017 | |
| VAN ECK GOLD | 2016-06-02 | $2,733,797 | -$589,792 | -$589,792 | $3,323,589 |
| HS MANAGEMENT CUSTODIAL | $10,101,502 | $362,509 | $362,509 | $9,738,993 | |
| INCOME RESEARCH CUSTODIAL | $4,640,475 | -$15,486 | -$15,486 | $4,655,961 | |
| VARIOUS K-1'S "DETAIL AVAILABLE UPON REQUEST" | $4,175,490 | $4,175,490 | $4,175,490 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,944,900 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $9,892,826 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $178,143,821 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.055533 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $9,744,118 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $174,013,785 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.055996 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $8,863,226 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $165,032,225 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053706 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $8,373,554 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $160,858,866 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052055 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $8,214,971 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $165,402,847 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049666 | DistributionYr5Rt |
| Total Distribution | 0.266956 | TotalDistributionRt |
| Average Distribution | 0.053391 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $164,236,116 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $8,768,730 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $33,591 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $8,802,321 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,272,892 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $67,182 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $67,182 | SubtotalAmt |
| Tax Based On Investment Income | $67,182 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $389,037 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $389,037 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $321,855 | OverpaymentAmt |
| Applied To ES Tax | $200,000 | AppliedToESTaxAmt |
| Refund | $121,855 | RefundAmt |
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 | CO | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MA | 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 | MARIA DIBBLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3178481400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9292 N MERIDIAN SUITE 202 | 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 | 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 (16 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 |
|---|---|---|---|---|---|---|---|---|
| LEONARD BETLEY | ||||||||
| 9292 N MERIDIAN SUITE 202 | INDIANAPOLIS | IN | 46260 | CONSULTANT & LIFE DIRECTOR | 15.0 | $75,000 | $0 | $0 |
| JACK R SHAW | ||||||||
| 9292 N MERIDIAN SUITE 202 | INDIANAPOLIS | IN | 46260 | PRESIDENT, CEO & TREASURER | 15.0 | $75,000 | $0 | $0 |
| HARVEY FEIGENBAUM MD | ||||||||
| 9292 N MERIDIAN SUITE 202 | INDIANAPOLIS | IN | 46260 | LIFE DIRECTOR | 1.0 | $0 | $0 | $0 |
| SUSAN LUSE | ||||||||
| 9292 N MERIDIAN SUITE 202 | INDIANAPOLIS | IN | 46260 | SECRETARY | 8.0 | $16,200 | $4,627 | $0 |
| ALLAN COHN | ||||||||
| 9292 N MERIDIAN SUITE 202 | INDIANAPOLIS | IN | 46260 | VOLUNTEER DIRECTOR | 1.0 | $0 | $0 | $0 |
| STEPHEN FERGUSON | ||||||||
| 9292 N MERIDIAN SUITE 202 | INDIANAPOLIS | IN | 46260 | VOLUNTEER DIRECTOR | 1.0 | $0 | $0 | $0 |
| DAVID W KNALL | ||||||||
| 9292 N MERIDIAN SUITE 202 | INDIANAPOLIS | IN | 46260 | VOLUNTEER DIRECTOR | 1.0 | $0 | $0 | $0 |
| LESLEY B OLSWANG PHD | ||||||||
| 9292 N MERIDIAN SUITE 202 | INDIANAPOLIS | IN | 46260 | VOLUNTEER DIRECTOR | 1.0 | $0 | $0 | $0 |
| JACK SNYDER | ||||||||
| 9292 N MERIDIAN SUITE 202 | INDIANAPOLIS | IN | 46260 | CHAIRMAN | 1.0 | $0 | $0 | $0 |
| BART PETERSON | ||||||||
| 9292 N MERIDIAN SUITE 202 | INDIANAPOLIS | IN | 46260 | VOLUNTEER DIRECTOR | 1.0 | $0 | $0 | $0 |
| RONALD W DOLLENS | ||||||||
| 9292 N MERIDIAN SUITE 202 | INDIANAPOLIS | IN | 46260 | VOLUNTEER DIRECTOR | 1.0 | $0 | $0 | $0 |
| SALLY F MASON PHD | ||||||||
| 9292 N MERIDIAN SUITE 202 | INDIANAPOLIS | IN | 46260 | VOLUNTEER DIRECTOR | 1.0 | $0 | $0 | $0 |
| D CRAIG BRATER | ||||||||
| 9292 N MERIDIAN SUITE 202 | INDIANAPOLIS | IN | 46260 | VICE PRESIDENT OF PROGRAM | 1.0 | $75,000 | $0 | $0 |
| DANIEL APPEL | ||||||||
| 9292 N MERIDIAN SUITE 202 | INDIANAPOLIS | IN | 46260 | VOLUNTEER DIRECTOR | 1.0 | $0 | $0 | $0 |
| JAY HESS | ||||||||
| 9292 N MERIDIAN SUITE 202 | INDIANAPOLIS | IN | 46260 | INSTITUTIONAL DIRECTOR | 1.0 | $0 | $0 | $0 |
| Suresh Garimella | ||||||||
| 9292 N MERIDIAN SUITE 202 | INDIANAPOLIS | IN | 46260 | Institutional Director | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| LEONARD BETLEY | |||||
| 9292 N MERIDIAN SUITE 202 | INDIANAPOLIS | IN | 46260 | CONSULTING | $0 |
| JACK SHAW | |||||
| 9292 N MERIDIAN SUITE 202 | INDIANAPOLIS | IN | 46260 | CONSULTING | $0 |
| D CRAIG BRATER | |||||
| 9292 N MERIDIAN SUITE 202 | INDIANAPOLIS | IN | 46260 | CONSULTING | $0 |
| CAMBRIDGE ASSOCIATES | |||||
| 125 HIGH STREET | BOSTON | MA | 02110 | INVEST ADVISORS | $187,962 |
| HS MANAGEMENT PARTNERS LLC | |||||
| 640 5TH AVE | NEW YORK | NY | 10019 | INVEST MANAGEMENT | $83,427 |
| 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 | $159,166,778 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,544,564 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $25,832 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $166,737,174 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $166,737,174 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,501,058 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $164,236,116 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,211,806 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,211,806 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $67,182 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $67,182 | TotalTaxAmt |
| Distributable Before Adj | $8,144,624 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $8,144,624 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $8,144,624 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,272,892 | 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 | $3,272,892 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $3,272,892 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,144,624 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,740,087 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,272,892 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,740,087 | AppliedToYear1Amt |
| Applied To Current Year | $532,805 | 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 | $7,611,819 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| 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 (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| PURDUE UNIVERSITY | |||||||
| 610 PURDUE MALL | WEST LAFAYETTE | IN | 479072040 | NONE | PC | MEDICAL RESEARCH | $2,000,000 |
| INDIANA UNIVERSITY FOUNDATION | |||||||
| PO BOX 500 | BLOOMINGTON | IN | 47402 | NONE | PC | MEDICAL RESEARCH | $500,000 |
| REGENSTRIEF INSTITUTE INC | |||||||
| 1050 WISHARD BOULEVARD 6TH FLOOR | INDIANAPOLIS | IN | 46260 | NONE | SO I | MEDICAL RESEARCH | $500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,000,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| PURDUE UNIVERSITY | ||||||||
| 610 PURDUE MALL | WEST LAFAYETTE | IN | 479072040 | NONE | PC | MEDICAL RESEARCH | $4,000,000 | |
| INDIANA UNIVERSITY FOUNDATION | ||||||||
| PO BOX 500 | BLOOMINGTON | IN | 47402 | NONE | PC | MEDICAL RESEARCH | $1,000,000 | |
| REGENSTRIEF INSTITUTE INC | ||||||||
| 1050 WISHARD BOULEVARD | INDIANAPOLIS | IN | 46260 | NONE | SO I | MEDICAL RESEARCH | $11,504,000 | 6TH FLOOR |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $16,504,000 | 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 | $2,649,650 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531390 | BusinessCd |
| Unrelated Business Taxbl Incm | $33,351 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $226,199 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531390 | BusinessCd |
| Unrelated Business Taxbl Incm | $24,414 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,920,486 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $57,765 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,796,335 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,854,100 | 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 | $36,266 | Amt |
| Net Investment Income | $21,760 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $14,506 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIXED INCOME | $17,805,153 | $18,318,586 |
| COMMON STOCKS AND EQUITY FUNDS | $76,060,152 | $76,688,170 |
| REALTY FUNDS | $1,972,854 | $1,714,722 |
| MARKETABLE ALTERNATIVES | $27,481,155 | $44,058,578 |
| ENERGY PARTNERSHIPS | $10,842,467 | $10,067,488 |
| COMMODITIES | $494,448 | $773,123 |
| PRIVATE EQUITY | $5,283,660 | $7,701,265 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $16,863 | LegalFeesAmt |
| Disbursements Charitable Prps | $16,863 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST RECEIVABLE | Desc |
| BOY Book Value | $29,381 | BOYBookValueAmt |
| EOY Book Value | $25,832 | EOYBookValueAmt |
| EOYFMV | $25,832 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BOOKS, SUBSCRPTNS., PUBLICTNS. | $1,600 | $1,600 | |
| EQUIPMENT & MAINTENANCE | $54,938 | $27,469 | $27,469 |
| INSURANCE | $7,856 | $3,928 | $3,928 |
| SUPPLIES | $3,377 | $1,689 | $1,688 |
| UTILITIES | $4,453 | $2,227 | $2,226 |
| MEALS & ENTERTAINMENT | $2,054 | $1,027 | $1,027 |
| MISCELLANEOUS | $6,267 | $3,133 | $3,134 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Partnership Income | $57,765 | |
| Royalties | $201,785 | $201,785 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $7 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $1,164,550 | Amt |
| Net Investment Income | $1,164,550 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $23,510 | Amt |