Christel DeHaan Family Foundation Inc: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- Christel DeHaan Family Foundation Inc (EIN 35-1939960)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-03
- IRS object ID
- 201603089349100805
- Schema version
- 2015v2.1
- 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 | 2016-11-03T12:25:40-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | DIRECTOR | PersonTitleTxt |
| Phone | 3174642333 | PhoneNum |
| Signature | 2016-11-15 | 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 | 2016-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $45,007,384 | 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 | $620,465 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $620,465 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,147,405 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,032,763 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,147,405 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $427,156 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $387,717 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,195,026 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,155,587 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $53,693 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $53,693 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $6,985 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $6,985 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,563 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,187 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $200 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $150 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $50 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,193 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,086 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $5,107 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,082 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $29,019 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $2,322 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $26,697 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $216 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $216 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $375,501 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $369,206 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,295 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $491,639 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $388,327 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $102,230 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,880,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,880,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,372,089 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $388,327 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,982,680 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,177,063 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,767,260 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $251,544 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,053,181 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,053,181 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $41,356,154 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $39,377,786 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $43,949,696 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $408,082 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $403,575 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $4,839 | LandBOYAmt |
| Land EOY | $4,507 | LandEOYAmt |
| Land EOYFMV | $4,507 | LandEOYFMVAmt |
| Total Assets BOY | $41,612,537 | TotalAssetsBOYAmt |
| Total Assets EOY | $40,435,474 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $45,007,384 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $41,612,537 | RetainedEarningBOYAmt |
| Retained Earning EOY | $40,435,474 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $41,612,537 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $40,435,474 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $41,612,537 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $40,435,474 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $41,612,537 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,177,063 | ExcessRevenueOverExpensesAmt |
| Subtotal | $40,435,474 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $40,435,474 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (37 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|
| EAGLE K-1 | $0 | $36,367 | -$36,367 | -$36,367 | ||
| EAGLE K-1 | $0 | $27,967 | -$27,967 | -$27,967 | ||
| EM DEBT K-1 | $0 | $4,269 | -$4,269 | -$4,269 | ||
| EM DEBT K-1 | $0 | $7,988 | -$7,988 | -$7,988 | ||
| FINANCIAL STOCKS CAPITAL K-1 | $140,011 | $0 | $140,011 | $140,011 | ||
| FIRST STATE K-1 | $27,038 | $0 | $27,038 | $27,038 | ||
| FIRST STATE K-1 | $128,564 | $0 | $128,564 | $128,564 | ||
| BLACKSTONE K-1 | $34,893 | $0 | $34,893 | $34,893 | ||
| BPIF K-1 | $50,885 | $50,885 | $50,885 | |||
| PESOF K-1 | $2,874 | $0 | $2,874 | $2,874 | ||
| PESOF K-1 | $107,841 | $0 | $107,841 | $107,841 | ||
| NTPEF IV K-1 | $1,758 | $0 | $1,758 | $1,758 | ||
| NTPEF IV K-1 | $50,751 | $0 | $50,751 | $50,751 | ||
| NTPEF V K-1 | $2,428 | $0 | $2,428 | $2,428 | ||
| NTPEF V K-1 | $41,467 | $0 | $41,467 | $41,467 | ||
| NTPEF VI K-1 | $104 | $0 | $104 | $104 | ||
| NTPEF VI K-1 | $0 | $84 | -$84 | -$84 | ||
| MFS INTL VALUE | $473,200 | $441,866 | $31,334 | $31,334 | 2014-03-19 | 2015-03-27 |
| WELLS FARGO S/T H/Y | $9,584 | $9,641 | -$57 | -$57 | 2015-10-23 | |
| WELLS FARGO S/T H/Y | $331,781 | $340,568 | -$8,787 | -$8,787 | ||
| METRO ULTRA SHORT | $502,200 | $501,735 | $465 | $465 | ||
| EAGLE | $118,272 | $112,829 | $5,443 | $5,443 | ||
| EAGLE | $607,981 | $457,517 | $150,464 | $150,464 | ||
| TEMPLETON GLOBAL | $53,122 | $57,488 | -$4,366 | -$4,366 | 2015-09-25 | |
| TEMPLETON GLOBAL | $724,274 | $857,207 | -$132,933 | -$132,933 | 2015-09-25 | |
| HARDING LOEVNER | $45,729 | $46,324 | -$595 | -$595 | ||
| HARDING LOEVNER | $370,691 | $278,218 | $92,473 | $92,473 | ||
| ATLANTA CAPITAL | $216,693 | $200,299 | $16,394 | $16,394 | ||
| ATLANTA CAPITAL | $973,998 | $631,906 | $342,092 | $342,092 | ||
| NEUBERGER BERMAN HIGH YIELD | $104,007 | $109,282 | -$5,275 | -$5,275 | 2015-10-23 | |
| NEUBERGER BERMAN HIGH YIELD | $1,938,383 | $2,033,840 | -$95,457 | -$95,457 | ||
| PASSIVE LADDER THE NORTHERN TRUST | $700,000 | $704,784 | -$4,784 | -$4,784 | ||
| PRIVATE EQUITY | $31,508 | $25,179 | $6,329 | $6,329 | 2005-05-05 | 2015-09-22 |
| NORTHERN TRUST | $19,733 | $19,733 | $19,733 | |||
| KNIGHTHEAD K-1 | $61,339 | $0 | $61,339 | $61,339 | ||
| FLAG K-1 | $9,975 | $0 | $9,975 | $9,975 | ||
| BDCM K-1 | $151,679 | $0 | $151,679 | $151,679 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,147,405 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,410,141 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $46,826,756 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051469 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $838,611 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $45,101,330 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.018594 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $776,694 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $41,442,801 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.018741 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $982,066 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $41,613,119 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.0236 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $733,277 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $38,813,862 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.018892 | DistributionYr5Rt |
| Total Distribution | 0.131296 | TotalDistributionRt |
| Average Distribution | 0.026259 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $46,137,840 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,211,534 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $17,673 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,229,207 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,982,680 | 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 | $17,673 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $17,673 | SubtotalAmt |
| Tax Based On Investment Income | $17,673 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $35,043 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $7,500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $42,543 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $24,870 | OverpaymentAmt |
| Applied To ES Tax | $24,870 | 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 (10 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 |
|---|---|---|---|---|---|---|---|---|
| CHRISTEL DEHAAN | ||||||||
| 10 W Market Street Ste 1990 | Indianapolis | IN | 46204 | PRESIDENT/FOUNDER | 5.0 | $0 | $0 | $0 |
| TIMOTHY E DEHAAN | ||||||||
| 10 W Market Street Ste 1990 | Indianapolis | IN | 46204 | VICE PRESIDENT | 1.0 | $0 | $0 | $0 |
| KEITH A DEHAAN | ||||||||
| 10 W Market Street Ste 1990 | Indianapolis | IN | 46204 | VICE PRESIDENT | 1.0 | $0 | $0 | $0 |
| KIRSTEN A DEHAAN | ||||||||
| 10 W Market Street Ste 1990 | Indianapolis | IN | 46204 | VICE PRESIDENT | 1.0 | $0 | $0 | $0 |
| JOSEPH SCHNEIDER | ||||||||
| 10 W Market Street Ste 1990 | Indianapolis | IN | 46204 | TREASURER | 8.0 | $0 | $0 | $0 |
| CHERYL J WENDLING | ||||||||
| 10 W Market Street Ste 1990 | Indianapolis | IN | 46204 | TREASURER | 5.0 | $0 | $0 | $0 |
| MARK WILLIS | ||||||||
| 10 W Market Street Ste 1990 | Indianapolis | IN | 46204 | SENIOR VP/CIO | 8.0 | $0 | $0 | $0 |
| MELYNNE KLAUS | ||||||||
| 10 W Market Street Ste 1990 | Indianapolis | IN | 46204 | EXECUTIVE DIRECTOR | 24.0 | $53,693 | $6,985 | $0 |
| NELSON HITCHCOCK III | ||||||||
| 10 W Market Street Ste 1990 | Indianapolis | IN | 46204 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| JIM REED | ||||||||
| 10 W Market Street Ste 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 | $44,962,759 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,877,688 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $46,840,447 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $46,840,447 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $702,607 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $46,137,840 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,306,892 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,306,892 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,673 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,673 | TotalTaxAmt |
| Distributable Before Adj | $2,289,219 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $200 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,289,419 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,289,419 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,982,680 | 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 | $2,982,680 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $17,673 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,965,007 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,289,419 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $733,277 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $982,066 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $129,785 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,845,128 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,982,680 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $2,289,419 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $693,261 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,538,389 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $733,277 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,805,112 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $982,066 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $129,785 | ExcessFromYear1Amt |
| Excess From Current Year | $693,261 | 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 (162 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 100 Black Men of Indianapolis IN | |||||||
| 3901 N Meridian St Ste 10 | Indianapolis | IN | 462084026 | NONE | PC | Summer Youth Program Fund; Summer Academy | $3,000 |
| 100 Black Men of Indianapolis IN | |||||||
| 3901 N Meridian St Ste 10 | Indianapolis | IN | 462084026 | NONE | PC | general operating support for Dollars & Sense Finl Program | $3,000 |
| Actors Theatre of Indiana | |||||||
| 510 3rd Ave SW | Carmel | IN | 46032 | NONE | PC | general operating support-2015 Shared Arts Application | $25,000 |
| Actors Theatre of Indiana | |||||||
| 510 3rd Ave SW | Carmel | IN | 46032 | NONE | PC | general operating support | $1,000 |
| American Cabaret Theatre | |||||||
| 121 Monument Circle Ste 516 | Indianapolis | IN | 46204 | NONE | PC | general operating support | $50,000 |
| American Pianist Assoc | |||||||
| 4603 Clarendon Road Suite 030 | Indianapolis | IN | 46208 | NONE | PC | general operating support | $80,000 |
| American Pianist Assoc | |||||||
| 4603 Clarendon Road Suite 030 | Indianapolis | IN | 46208 | NONE | PC | General Operating Support | $500,000 |
| Animal Protection Coalition Inc | |||||||
| 916 S Prairie Ave | Frankfort | IN | 46041 | NONE | PC | support for rehoming unwanted horses | $2,500 |
| Animalia Inc | |||||||
| 7993 N US Hwy 52 | Thorntown | IN | 46071 | NONE | PC | general operating support in honor of Mikki & Tanya Beck | $2,000 |
| Art With a Heart | |||||||
| 6002 Sunnyside Road | Indianapolis | IN | 46236 | NONE | PC | Summer Youth Program Fund; Art Education Classes | $4,000 |
| Arts Council of Indianapolis | |||||||
| 924 North Pennsylvania St | Indianapolis | IN | 46204 | NONE | PC | Start with Art | $7,500 |
| Arts for Learning | |||||||
| 3921 N Meridian Street Ste 210 | Indianapolis | IN | 46208 | NONE | PC | general operating support & $5k CHA underwriting | $25,000 |
| Asante Childrens' Theatre Inc | |||||||
| 502 N Tremont | Indianapolis | IN | 46222 | NONE | PC | general operating support | $15,000 |
| Big Car Media Inc | |||||||
| 615 N Alabama Street Suite 119 | Indianapolis | IN | 46204 | NONE | PC | Summer Youth Program Fund; employement program thru TeenWorks | $1,500 |
| Big Car Media Inc | |||||||
| 615 N Alabama Street Suite 119 | Indianapolis | IN | 46204 | NONE | PC | funding Five by Five Initiative | $5,000 |
| Big Car Media Inc | |||||||
| 615 N Alabama Street Suite 119 | Indianapolis | IN | 46204 | NONE | PC | 2015 support for Garfield Park Creative Community project | $35,000 |
| Big Car Media Inc | |||||||
| 615 N Alabama Street Suite 119 | Indianapolis | IN | 46204 | NONE | PC | TEDx Indianapolis event 10/20/15 | $5,000 |
| Bobpresents Inc | |||||||
| 7260 Fishback Hill Lane | Indianapolis | IN | 46278 | NONE | PC | support 2015 Season of Bobdirex, LLC | $1,500 |
| Bosma Industries | |||||||
| 8020 Zionsville Road | Indianapolis | IN | 46268 | NONE | PC | general operating support -honor of Thomas C Hasbrook Award | $2,000 |
| Bozeman Area Community Foundation | |||||||
| 111 S Grand Ave Ste 214 | Bozeman | MT | 59715 | NONE | PC | support fo Bridger Canyon Rural Fire Dept. | $5,000 |
| Bozeman Symphony Society | |||||||
| 1001 W Oak St Ste 201 | Bozeman | MT | 59715 | NONE | PC | general operating support for 2015-16 season | $5,000 |
| Brebeuf Preparatory School Inc | |||||||
| 2801 W 86th Street | Indianapolis | IN | 46268 | NONE | PC | general oper support for use by band & orchestra programs | $10,000 |
| Building Tomorrow Inc | |||||||
| 407 Fulton Street | Indianapolis | IN | 46202 | NONE | PC | general operating support | $10,000 |
| Butler University | |||||||
| 4600 Sunset Avenue | Indianapolis | IN | 46208 | NONE | PC | support of programming at CHA & general operating support | $90,000 |
| Butler University | |||||||
| 4600 Sunset Avenue | Indianapolis | IN | 46208 | NONE | PC | support for 2015 Butler ArtsFest | $15,000 |
| Camptown Inc | |||||||
| 7998 Georgetown Road Ste 700 | Indianapolis | IN | 46268 | NONE | PC | Summer Youth Program Fund; programming at CHA | $3,500 |
| Cathedral High School-Cathedral Trustees Inc | |||||||
| 5225 East 56th St | Indianapolis | IN | 46226 | NONE | PC | support 2015 Shamauction event | $5,000 |
| Central Indiana Community Foundation | |||||||
| 615 N Alabama Street | Indianapolis | IN | 46204 | NONE | PC | The Health Fdtn of Greater Indpls Inc fund-3497 | $5,000 |
| Central Indiana Community Foundation | |||||||
| 615 N Alabama Street | Indianapolis | IN | 46204 | NONE | PC | Indiana Latino Scholarship Fund/Mexican Scholarship Fund | $5,000 |
| Central Indiana Community Foundation | |||||||
| 615 N Alabama Street | Indianapolis | IN | 46204 | NONE | PC | Community Leadership Initiative | $10,000 |
| Central Indiana Community Foundation | |||||||
| 615 N Alabama Street | Indianapolis | IN | 46204 | NONE | PC | support Ben's Ranch Foundation Fund #3886 | $1,000 |
| Christel House Academy Inc | |||||||
| 2717 South East Street | Indianapolis | IN | 46225 | NONE | PC | support for partnership w/Indiana Fever | $10,000 |
| Christel House International | |||||||
| 10 West Market Street Ste 1990 | Indianapolis | IN | 46204 | NONE | PC | Christel House Mexico music program | $33,600 |
| Christel House International | |||||||
| 10 West Market Street Ste 1990 | Indianapolis | IN | 46204 | NONE | PC | support drummer/dancers of Ephinany Dance at CHI concert | $600 |
| Christel House International | |||||||
| 10 West Market Street Ste 1990 | Indianapolis | IN | 46204 | NONE | PC | support where most needed | $10,000 |
| Christel House International | |||||||
| 10 West Market Street Ste 1990 | Indianapolis | IN | 46204 | NONE | PC | general operating support | $5,000 |
| Christel House International | |||||||
| 10 West Market Street Ste 1990 | Indianapolis | IN | 46204 | NONE | PC | CHA Camptown initiative | $2,000 |
| Christel House International | |||||||
| 10 West Market Street Ste 1990 | Indianapolis | IN | 46204 | NONE | PC | support where most needed | $2,500 |
| Christel House International | |||||||
| 10 West Market Street Ste 1990 | Indianapolis | IN | 46204 | NONE | PC | general operating support-where most needed | $4,000 |
| Community Foundation of Boone County | |||||||
| 102 N Lebanon St Ste 200 | Lebanon | IN | 46052 | NONE | PC | Zionsville Band & Orchestra Musical Instrument Endowment | $2,500 |
| Community Foundation of Boone County | |||||||
| 102 N Lebanon St Ste 200 | Lebanon | IN | 46052 | NONE | PC | K-9 Fund for Zionsville Police Dept. | $5,000 |
| Crossroads of American Council | |||||||
| 7125 Fall Creek Road North | Indianapolis | IN | 46256 | NONE | PC | general operating support | $5,000 |
| Culver Educational Foundation | |||||||
| 1300 Academy Road | Culver | IN | 46511 | NONE | PC | genl oper support; $6k scholarship | $10,000 |
| Dance Kaleidoscope | |||||||
| 4603 Clarendon Road | Indianapolis | IN | 46208 | NONE | PC | general operating support | $100,000 |
| Delta Waterfowl Foundation | |||||||
| PO Box 3128 | Bismark | ND | 58502 | NONE | PC | Wildlife conservation & program in NW Indiana | $8,500 |
| Delta Waterfowl Foundation | |||||||
| PO Box 3128 | Bismark | ND | 58502 | NONE | PC | NE Indiana Chapter - youth education | $6,000 |
| Delta Waterfowl Foundation - IN | |||||||
| 1845 W Maumee St | Angola | IN | 46703 | NONE | PC | support educational programs w/Fur Takers of America | $1,500 |
| Early Music in Motion | |||||||
| PO Box 7921 | Bloomington | IN | 47402 | NONE | PC | support for Alchymy Viols & their 2016 Indpls season | $2,000 |
| Eiteljorg Museum of American Indians & Western Art | |||||||
| 500 West Washington Street | Indianapolis | IN | 46204 | NONE | PC | support Entertainment Stage for Indian Market & Festival | $5,000 |
| Encore Vocal Arts | |||||||
| PO Box 30963 | Indianapolis | IN | 46230 | NONE | PC | general operating support | $4,000 |
| Exponent Philanthropy | |||||||
| 1720 N Street NW | Washington | DC | 20036 | NONE | PC | general operating support or area of greatest need | $1,000 |
| Fairbanks Hospital Inc | |||||||
| 8102 Clearvista Parkway | Indianapolis | IN | 46256 | NONE | PC | LaVerna Lodge for Men | $3,000 |
| Festival Music Society of Indiana | |||||||
| 3646 Bay Road South Dr | Indianapolis | IN | 46240 | NONE | PC | general support/underwriting Free Family concert 6/27/15 | $5,000 |
| Fine Arts Society of Indianapolis Inc DBA Classi | |||||||
| 1630 N Meridian Street Ste 440 | Indianapolis | IN | 46202 | NONE | PC | general operating support-2015 Shared Arts Application | $45,000 |
| Focusing Philanthropy | |||||||
| 11693 San Vicente Blvd Ste 255 | Los Angeles | CA | 90049 | NONE | PC | suppor for Timmy's Global Healthe Matching Gift Campaign | $15,000 |
| Gallatin Valley Land Trust | |||||||
| PO Box 7021 | Bozeman | MT | 59771 | NONE | PC | designated support-Main Street to the Mountains trail system | $5,000 |
| Goodwill Industries Foundation Inc | |||||||
| 1635 W Michigan Street | Indianapolis | IN | 46222 | NONE | PC | support of McClelland Scholars | $2,500 |
| Greater Indianapolis Progress Committee | |||||||
| 200 E Washington Street | Indianapolis | IN | 46204 | NONE | PC | Indy Sister Cities Public Art project | $7,500 |
| Hamilton Southeastern School Fdtn | |||||||
| 13485 Cumberland Road Attn Freedo | Fishers | IN | 46038 | NONE | PC | HSA High School-Academy of Finance Program | $2,000 |
| Harrison Center for the Arts | |||||||
| 1505 North Delaware Street | Indianapolis | IN | 46202 | NONE | SO I | general operating support | $45,000 |
| Hawthorne Social Service Assoc | |||||||
| 2440 W Ohio Street | Indianapolis | IN | 46222 | NONE | PC | support the After School Dance Program | $5,000 |
| Heartland Actors' Repertory Theatre Inc | |||||||
| 4600 Sunset Avenue C/O Butler Unive | Indianapolis | IN | 46208 | NONE | PC | general operating support | $25,000 |
| Iabada Dance Co | |||||||
| 609 E 29th Street | Indianapolis | IN | 46205 | NONE | PC | Summer Youth Program Fund; summer dance camp | $1,000 |
| Indianapolis Chamber Orchestra | |||||||
| 4603 Clarendon Road | Indianapolis | IN | 46208 | NONE | PC | general operating support includes support of CHA programs | $80,000 |
| Indiana Historical Society | |||||||
| 450 W Ohio St | Indianapolis | IN | 46202 | NONE | PC | general operating support | $10,000 |
| Indiana Humanities | |||||||
| 1500 N Delaware | Indianapolis | IN | 46202 | NONE | PC | funding Five by Five Initiative | $15,000 |
| Indiana Hunter Education Association | |||||||
| 8559 E 350 N | Montpelier | IN | 47359 | NONE | PC | 2015-16 Outdoor Calendar and ICOO | $3,000 |
| Indiana Raptor Center | |||||||
| 3027 Indiana 262 | Rising Sun | IN | 47040 | NONE | PC | general operating support | $6,000 |
| Indiana Repertory Theatre Inc | |||||||
| 140 West Washington Street | Indianapolis | IN | 46204 | NONE | PC | general operating support | $75,000 |
| Indiana Repertory Theatre Inc | |||||||
| 140 West Washington Street | Indianapolis | IN | 46204 | NONE | PC | sponsorship of 2015 Celebrity Radio Show | $1,500 |
| Indiana State Museum Foundation | |||||||
| 650 West Washington Street | Indianapolis | IN | 46204 | NONE | PC | support tribute dinner | $2,500 |
| Indiana State Museum Foundation | |||||||
| 650 West Washington Street | Indianapolis | IN | 46204 | NONE | PC | Summer Youth Program Fund; summer day camp | $3,000 |
| Indiana University Foundation | |||||||
| PO Box 1847 | Bloomington | IN | 47402 | NONE | PC | sponsorship Symposium on the Arts March 2015 | $5,000 |
| Indiana University Foundation | |||||||
| PO Box 1847 | Bloomington | IN | 47402 | NONE | PC | support 2015 Spirit and Place Festival | $5,000 |
| Indiana University Foundation | |||||||
| PO Box 1847 | Bloomington | IN | 47402 | NONE | PC | Dorothy C Dottie Rosso Scholarship | $1,500 |
| Indiana University Foundation (Indpls) | |||||||
| 340 W Michigan Street | Indianapolis | IN | 46202 | NONE | PC | Summer Youth Program Fund; Thining & Making | $2,000 |
| Indiana University Foundation (Indpls) | |||||||
| 340 W Michigan Street | Indianapolis | IN | 46202 | NONE | PC | support 2016 IU Opera Theatre production-Madame Butterfly | $60,000 |
| Indianapolis Art Center | |||||||
| 820 E 67th Street | Indianapolis | IN | 46220 | NONE | PC | Cultural Stage sponsorship for Broad Ripple Art Fair | $2,500 |
| Indianapolis Art Center | |||||||
| 820 E 67th Street | Indianapolis | IN | 46220 | NONE | PC | Summer Youth Program Fund; ArtReach | $2,500 |
| Indianapolis Ballet Inc | |||||||
| 502 N Capitol Avenue Ste B | Indianapolis | IN | 46204 | NONE | PC | general operating support | $1,000 |
| Indianapolis Chamber Orchestra | |||||||
| 4603 Clarendon Road | Indianapolis | IN | 46208 | NONE | PC | support for the Peacemakers project | $35,000 |
| Indianapolis Childrens Choir Inc | |||||||
| 4600 Sunset Avenue | Indianapolis | IN | 46208 | NONE | PC | general operating support | $45,000 |
| Indianapolis Dance Company Inc | |||||||
| 329 Gradle Drive | Carmel | IN | 46032 | NONE | PC | general operating support | $40,000 |
| Indianapolis Jazz Foundation Inc | |||||||
| PO Box 20857 | Indianapolis | IN | 46220 | NONE | PC | support 2015 Indy Jazz Fest | $3,500 |
| Indianapolis Marion County Public Library Fdtn | |||||||
| 2450 N Meridian Street | Indianapolis | IN | 46206 | NONE | PC | 2015 Meet the Artists Gala & Exhibit | $5,000 |
| Indianapolis Museum of Art | |||||||
| 4000 Michigan Road | Indianapolis | IN | 46208 | NONE | PC | general operating support | $10,000 |
| Indianapolis Museum of Art | |||||||
| 4000 Michigan Road | Indianapolis | IN | 46208 | NONE | PC | support Alliance Family Foundation Education Fund | $2,000 |
| Indianapolis Musuem of Art | |||||||
| 4000 Michigan Road | Indianapolis | IN | 46208 | NONE | PC | support for IMA Education Program | $25,000 |
| Indianapolis Opera Company | |||||||
| 4011 N Pennsylvania Street | Indianapolis | IN | 46205 | NONE | PC | general operating support-2015 Shared Arts Application | $35,000 |
| Indianapolis Public Schools Education Fdtn | |||||||
| 1500 E Michigan Street | Indianapolis | IN | 46201 | NONE | PC | sponsor Shrek-The Musical at Arsenal Technical HS | $500 |
| Indianapolis School of Ballet | |||||||
| 502 N Capitol Ave | Indianapolis | IN | 46204 | NONE | PC | sponsorship support of 2015 productions | $5,000 |
| 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 | general operating support | $15,000 |
| Indianapolis Symphony Orchestra | |||||||
| 45 Monument Circle | Indianapolis | IN | 46208 | NONE | PC | Opening Gala | $74,250 |
| Indianapolis Symphony Society | |||||||
| 45 Monument Circle | Indianapolis | IN | 46208 | NONE | PC | Christmas Concert | $50,000 |
| Indianapolis Symphony Society | |||||||
| 45 Monument Circle | Indianapolis | IN | 46208 | NONE | PC | General Operating Support | $150,000 |
| Indianapolis Theatre Fringe Festival | |||||||
| 719 E St Clair Street | Indianapolis | IN | 46202 | NONE | PC | general operating support Auditions | $35,000 |
| Indianapolis Zoological Society | |||||||
| PO Box 22309 | Indianapolis | IN | 46222 | NONE | PC | 2016 Indianapolis Prize Gala | $10,000 |
| Indianapolis Zoological Society | |||||||
| PO Box 22309 | Indianapolis | IN | 46222 | NONE | PC | support of Conservation Efforts | $25,000 |
| Indianapolis-Liederkranz Inc | |||||||
| 1417 E Washington Street | Indianapolis | IN | 46201 | NONE | PC | support music fund and music teacher | $10,000 |
| IndyBaroque Music Inc The Historic Athenaeum | |||||||
| 401 E Michigan Street | Indianapolis | IN | 46204 | NONE | PC | general operating support | $10,000 |
| International Center Inc | |||||||
| 32 E Washington St Ste 1625 | Indianapolis | IN | 46204 | NONE | SO I | 2015 Intl Citizen of the Year dinner | $3,500 |
| International Violin Competition of Indianapolis | |||||||
| 32 E Washington Street Ste 1320 | Indianapolis | IN | 46204 | NONE | PC | general operating support | $45,000 |
| Jameson Camp Inc | |||||||
| 2001 Bridgeport Road | Indianapolis | IN | 46231 | NONE | PC | support 2015 May breakfast fundraiser | $5,000 |
| Jewish Community Center of Indianapolis | |||||||
| 6701 Hoover Road | Indianapolis | IN | 46260 | NONE | PC | 2015 Ann Katz Festival of Books and Arts | $4,500 |
| Julian Center Inc | |||||||
| 2011 North Meridian St | Indianapolis | IN | 46202 | NONE | PC | Hoops and Heroes Basketball Game | $2,500 |
| Junior Achievement of Central Indiana Inc | |||||||
| 7435 North Keystone Avenue | Indianapolis | IN | 46240 | NONE | PC | Best and Brightest Award dinner | $2,500 |
| Juvenile Diabetes Research Fdtn | |||||||
| 8440 Woodfield Crossing 201 | Indianapolis | IN | 46240 | NONE | PC | JDF Walker, Team Bluegreen | $2,500 |
| La Plaza Inc | |||||||
| 8902 E 38th Street | Indianapolis | IN | 46226 | NONE | PC | support 2015 Night of the America's event 5/1/15 | $1,500 |
| Lambda Legal Defense & Education Fund Inc | |||||||
| Midwest Regional Office 105 West A | Chicago | IL | 60603 | NONE | PC | general operating support | $7,500 |
| Lydia Home Association | |||||||
| 4300 West Irving Park Road | Chicago | IL | 60641 | NONE | PC | support Safe Families for Children Central Indiana | $5,000 |
| Madame Walker Urban Life Center Inc | |||||||
| 617 Indiana Ave | Indianapolis | IN | 46202 | NONE | PC | Spirit Awards 4/18/15 | $5,000 |
| Madame Walker Urban Life Center Inc | |||||||
| 617 Indiana Ave | Indianapolis | IN | 46202 | NONE | PC | Summer Youth Program Fund; Kamp Kuumba | $4,000 |
| MAP for Nonprofits | |||||||
| 5163 Emerald Drive | Mound | MN | 55364 | NONE | PC | Hollywood Toi Fdtn-scholarships supporting youth riders | $2,500 |
| Memorial Sloan-Kettering Cancer Center | |||||||
| PO Box 27432r | New York | NY | 100877432 | NONE | PC | 2016 Cycle for Survival | $5,000 |
| MONC Indiana District | |||||||
| 1201 East Third Street | Bloomington | IN | 47405 | NONE | PC | 2015 MET audition, Indiana District 11/15/15 | $2,500 |
| Muscular Dystrophy Association | |||||||
| 2869 E Dupont Road | Ft Wayne | IN | 46285 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 |
| National Multiple Sclerosis Society | |||||||
| 3500 Depauw Boulevard Suite 1040 | Indianapolis | IN | 46268 | NONE | PC | support Indpls MS walk-Mandi Melangton team Broyles-Dallas | $500 |
| National Wild Turkey Federation | |||||||
| PO Box 530 | Edgefield | SC | 29824 | NONE | PC | Wildlife conservation & program | $7,500 |
| National wild Turkey Federation (FW) | |||||||
| PO Box 530 | Edgefield | SC | 29824 | NONE | PC | support Women in the Outdoors Program | $7,000 |
| Operation Homefront | |||||||
| Great Lakes Field Office 4180 Kell | Holt | MI | 488421200 | NONE | PC | Great Lakes Office use-support emergency final assistance | $30,000 |
| Partnerships for Lawrence | |||||||
| 4437 N Franklin Road | Lawrence | IN | 46226 | NONE | PC | Summer Youth Program Fund; Arts Learning | $4,000 |
| Philharmonic Orchestra of Indianapolis Inc | |||||||
| 32 E Washington Street Ste 950 | Indianapolis | IN | 46204 | NONE | PC | Summer Youth Program Fund; Strings & Jazzy Things Camp | $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 | support theatre | $1,000 |
| President Benjamin Harrison Home | |||||||
| 1230 N Delaware Street | Indianapolis | IN | 46202 | NONE | PC | general operating support for 2015 Candlelight Theatre | $2,500 |
| Progress House | |||||||
| 201 Shelby Street | Indianapolis | IN | 46202 | NONE | PC | support to be utilized as needed | $10,000 |
| Remembrances holocaust Coalition Limited | |||||||
| 12707 Stanwich Pl | Carmel | IN | 46033 | NONE | PC | support scholarships to attend production for Remembrances | $5,000 |
| School on Wheels Corp | |||||||
| 2815 E 62nd St Ste 200 | Indianapolis | IN | 46220 | NONE | PC | Summer Youth Program Fund; It's a Wrap!! | $4,000 |
| Simon Youth Foundation Inc | |||||||
| 225 W Washington Street | Indianapolis | IN | 46204 | NONE | PC | genl support-honor Masquerade event | $3,000 |
| Spoleto Festival USA | |||||||
| 14 George Street PO Box 157 | Charleston | SC | 29402 | NONE | PC | general operating support | $12,500 |
| St Vincent Hospital and HealthCare | |||||||
| 8402 Harcourt Road Ste 210 | Indianapolis | IN | 46240 | NONE | PC | support St Vincent House project | $10,000 |
| St Vincent Hospital Fdtn | |||||||
| 8402 Harcourt Road Ste 210 | Indianapolis | IN | 46240 | NONE | PC | general support | $500 |
| Step-Up Inc | |||||||
| 850 N Meridian Street First Floor | Indianapolis | IN | 46204 | NONE | PC | general operating support for Thresholds & Transitions program | $25,000 |
| Steuban County Cancer Association | |||||||
| PO Box 28 | Angola | IN | 46703 | NONE | PC | support purchase of chemo chair-Regional Cancer Center, Angola | $2,500 |
| Steuban County Community Fdtn | |||||||
| 1701 N Wayne Street | Angola | IN | 46703 | NONE | PC | for Hudson Fire Rescue for equipment | $12,000 |
| Steuban County Humane Society | |||||||
| PO Box 204 | Angola | IN | 46703 | NONE | PC | general operating support | $5,000 |
| Stop Online Puppy Mills | |||||||
| 1253 Richmond Lane | Wilmette | IL | 60091 | NONE | PC | general operating support | $2,000 |
| Summer Stock Stage | |||||||
| PO Box 301121 | Indianapolis | IN | 46240 | NONE | PC | general operating support for 2016 programming | $6,500 |
| Symphonic Youth Orchestra | |||||||
| 4888 Auburn Ford | Greenwood | IN | 46142 | NONE | PC | Summer Youth Program Fund | $1,000 |
| Teach for America - Indianapolis | |||||||
| 1314 North Meridian St Ste 200 | Indianapolis | IN | 46202 | NONE | PC | Teach for America Gala 11/6/15 | $10,000 |
| Teachers' Treasures Inc | |||||||
| 1800 E 10th Street | Indianapolis | IN | 46201 | NONE | PC | support for Dream Big Event 3/3/16 | $1,000 |
| Teachers' Treasures Inc | |||||||
| 1800 E 10th Street | Indianapolis | IN | 46201 | NONE | PC | sponsorship support fo Dream Big event 3/19/15 | $1,000 |
| The Hasten Hebrew Academy of Indianapolis | |||||||
| 6602 Hoover Road | Indianapolis | IN | 46260 | NONE | PC | support for 5k walk/run for 8th grade trip to Israel | $500 |
| The Children's Museum of Indianapolis | |||||||
| 3000 N Meridian Street | Indianapolis | IN | 46208 | NONE | PC | support The Magic Snowman production | $25,000 |
| The Lugar Center | |||||||
| 1717 Rhode Island Ave NW 9th Flo | Washington | DC | 20036 | NONE | PC | general operating support | $5,000 |
| The Trust for Public Land | |||||||
| 1007 East Main St Ste 300 | Bozeman | MT | 59715 | NONE | PC | support for the Story Mill Community Park initiative | $5,000 |
| Traders Point Christian School Inc | |||||||
| 6600 S Indianapolis Road | Whitestown | IN | 46075 | NONE | PC | provide ancillary funding for 1st to 6th grade football program | $1,500 |
| United Way of Central Indiana | |||||||
| 3901 N Meridian St | Indianapolis | IN | 46208 | NONE | PC | Tocqueville Society support | $10,000 |
| University of Indianapolis | |||||||
| 1400 E Hanna Avenue | Indianapolis | IN | 46227 | NONE | PC | 2015 sponsorship of The German Hour on WICR | $2,000 |
| University of Indianapolis | |||||||
| 1400 E Hanna Avenue | Indianapolis | IN | 46227 | NONE | PC | Campaign Kick Off Event for 10/2/15 | $5,000 |
| VSA Arts of Indiana | |||||||
| 1505 N Delaware Street | Indianapolis | IN | 46202 | NONE | PC | Summer Youth Program Fund; Urban Artisans Program | $1,500 |
| Wheeler Mission Minitries | |||||||
| 205 East New York St | Indianapolis | IN | 46204 | NONE | PC | general operating support | $2,000 |
| Whitetails Unlimited | |||||||
| PO Box 263 | Ashley | IN | 46705 | NONE | PC | support Northeastern IN youth & Conservation efforts | $1,500 |
| Woodrow Wilson National Fellowship Foundation | |||||||
| P O Box 5281 | Princeton | NJ | 085435281 | NONE | PC | general operating support | $15,000 |
| Zionsville Band and Orchestra Patrons | |||||||
| 11070 Brentwood Ave | Zionsville | IN | 46077 | NONE | PC | general operating support | $7,500 |
| Athenaeum Foundation | |||||||
| 407 E Michigan St | Indianapolis | IN | 46204 | NONE | PC | 2015 Family & Heritage Event series-GermanFest | $2,500 |
| Booth Tarkington Civic Inc | |||||||
| 3 Center Green Ste 200 | Carmel | IN | 46032 | NONE | PC | general operating support | $45,000 |
| Indiana Ballet Conservatory | |||||||
| 849 West Carmel Drive | Carmel | IN | 46032 | NONE | PC | general operating support | $5,000 |
| Indianapolis Symphony Society | |||||||
| 45 Monument Circle | Indianapolis | IN | 46208 | NONE | PC | general operating support | $150,000 |
| WFYI Public Media | |||||||
| 1630 N Meridian Street | Indianapolis | IN | 46202 | NONE | PC | general support-$55k local arts prog; $25k Artrageous With Nate | $80,000 |
| Young Actors Theatre | |||||||
| 401 E Michigan Street | Indianapolis | IN | 46204 | NONE | PC | general operating support | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,880,450 | 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 |
|---|---|---|---|---|---|---|---|
| INDIANAPOLIS SYMPHONY SOCIETY | |||||||
| 45 MONUMENT CIRCLE | INDIANAPOLIS | IN | 46204 | NONE | PC | CHRISTMAS CONCERT | $50,000 |
| INDIANAPOLIS SYMPHONY ORCHESTRA | |||||||
| 45 MONUMENT CIRCLE | INDIANAPOLIS | IN | 46208 | NONE | PC | OPENING GALA | $75,000 |
| THEATRE ON THE SQUARE INC | |||||||
| 627 MASSACHUSETTS AVE | INDIANAPOLIS | IN | 462041606 | NONE | PC | GENERAL OPERATING SUPPORT | $35,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $160,000 | 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 | $620,465 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,147,405 | 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 (3 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| PARTNERSHIP INCOME/LOSS | 525990 | $39,201 | 14 | $393,022 |
| OTHER INCOME/LOSS | 525990 | 14 | -$5,105 | |
| FEDERAL & STATE TAXES | 01 | $38 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $39,201 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,155,825 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,195,026 | 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 | $12,750 | Amt |
| Net Investment Income | $9,563 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,187 | 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 | $3,426,922 | $4,545,858 |
| BLACKSTONE IF NONTAXABLE LP | $4,319,718 | $4,569,434 |
| BLACK DIAMOND CM OFFSHORE OPP. | $53,657 | $20,326 |
| FINANCIAL STOCKS CAPITAL PTNRS | $0 | $0 |
| TIFF ABSOLUTE RETURN POOL | $3,202,462 | $4,451,941 |
| COMMODITIES | $1,069,654 | $476,191 |
| ATLANTA | $1,259,177 | $1,751,904 |
| NEUBERGER | $104 | $104 |
| NTPEF IV | $879,494 | $1,274,900 |
| EM DEBT | $354,379 | $295,561 |
| FIRST STATE | $3,087,435 | $2,528,650 |
| PE CASH | $151,734 | $151,734 |
| HARDING LOEVNER | $1,042,627 | $1,241,129 |
| TEMPLETON | $0 | $0 |
| NT PE V | $553,812 | $667,453 |
| TT MID CAP | $2,000,000 | $2,640,149 |
| BOCAGE CAPITAL | $1,000,000 | $1,134,774 |
| PASSIVE LADDER | $3,602,029 | $3,586,533 |
| WELLS FARGO S/T H/Y | $80 | $80 |
| METRO ULTRA SHORT | $1,245,736 | $1,244,714 |
| VAN RUSSELL VALUE | $1,092,899 | $1,355,909 |
| EAGLE | $2,370,682 | $2,968,993 |
| REAMS UNCONTRAINED | $29 | $29 |
| KNIGHTHEAD | $582,672 | $580,305 |
| FLAG | $357,886 | $368,418 |
| PESO FUND | $577,623 | $608,134 |
| NT PE VI | $123,966 | $142,283 |
| AEW | $522,826 | $580,219 |
| EAGLE GLOBAL | $223,453 | $137,688 |
| MFS INTL VALUE | $1,284,809 | $1,323,157 |
| VAN RUSSELL GROWTH | $3,991,921 | $4,304,424 |
| CHATHAM HY | $1,000,000 | $998,702 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| STAFF COSTS | $273 | $273 | |
| POSTAGE & SHIPPING | $65 | $65 | |
| DUES & SUBSCRIPTIONS | $1,231 | $1,231 | |
| SOFTWARE MAINTENANCE | $239 | $239 | |
| INSURANCE | $3,003 | $3,003 | |
| TELEPHONE | $324 | $324 | |
| LICENSES | $62 | $62 | |
| PARTNERSHIP EXPENSE | $369,206 | $369,206 | |
| OFFICE EXPENSES | $412 | $412 | |
| NON-DEDUCTIBLE K-1 EXPENSES | $592 | $592 | |
| K-1 CHARITABLE CONTRIBUTIONS | $94 | $94 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PARTNERSHIP INCOME/LOSS | $432,223 | $393,022 |
| OTHER INCOME/LOSS | -$5,305 | -$5,305 |
| FEDERAL & STATE TAXES | $38 | |
| RECOVERIES OF QUALIFYING DISTRIBUTION | $200 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EMPLOYMENT TAXES | $5,107 | $5,107 | |
| FOREIGN TAXES | $7,086 | $7,086 |
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