WALTHER CANCER FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- WALTHER CANCER FOUNDATION INC (EIN 35-1650570)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2016-12-13
- IRS object ID
- 201603489349100305
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-12-13T10:50:21-06:00 | 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 | 351650570 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Walther Cancer Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % PATRICIA DEAN | InCareOfNm |
| Business Name Control | WALT | BusinessNameControlTxt |
| Phone | 3177086103 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9292 N Meridian St Ste 300 | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46260 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICIA DEAN | PersonNm |
| Person Title | TREASURER/COO | PersonTitleTxt |
| Phone | 3177086103 | PhoneNum |
| Signature | 2016-02-15 | 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 |
| Preparation | 2016-02-15 | 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 | $139,823,906 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $11,360 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,265,746 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,265,746 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,234,918 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $37,606,940 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,223,718 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $78,976 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $236,560 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,591,000 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,726,024 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $278,619 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $76,670 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $201,949 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $55,102 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $44,441 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $10,661 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $106,225 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $62,027 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $44,198 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $10,942 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $5,233 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,709 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $36,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $22,050 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $14,700 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,152,576 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,077,149 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $75,427 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $156,683 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $50,748 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $23,781 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $59,663 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $28,536 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $31,127 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $9,827 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,579 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,248 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $110,029 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $52,401 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $57,628 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,000,197 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,421,834 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $448,647 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,563,262 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,563,262 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,563,459 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,421,834 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,011,909 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,972,459 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,304,190 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $498,132 | CashBOYAmt |
| Cash EOY | $890,690 | CashEOYAmt |
| Cash EOYFMV | $890,690 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,611,857 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,278,873 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,278,873 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $9,859,080 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $11,095,416 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $11,095,416 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $44,030,859 | CorporateStockBOYAmt |
| Corporate Stock EOY | $34,096,476 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $34,096,476 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,054,481 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,563,279 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,563,279 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $87,983,062 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $84,759,533 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $84,759,533 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $335,451 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $272,037 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $79,379 | LandBOYAmt |
| Land EOY | $63,414 | LandEOYAmt |
| Land EOYFMV | $63,414 | LandEOYFMVAmt |
| Other Assets BOY | $105,597 | OtherAssetsBOYAmt |
| Other Assets EOY | $76,225 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $76,225 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $152,222,447 | TotalAssetsBOYAmt |
| Total Assets EOY | $139,823,906 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $139,823,906 | TotalAssetsEOYFMVAmt |
| Deferred Revenue BOY | $0 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $326,209 | DeferredRevenueEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $326,209 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $152,072,120 | UnrestrictedBOYAmt |
| Unrestricted EOY | $139,497,697 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $150,327 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $0 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $152,222,447 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $139,497,697 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $152,222,447 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $139,823,906 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $152,222,447 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,972,459 | ExcessRevenueOverExpensesAmt |
| Subtotal | $148,249,988 | SubtotalAmt |
| Other Decreases | $8,752,291 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $139,497,697 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|
| VARIOUS K-1'S "DETAIL AVAILABLE UPON REQUEST" | $528,069 | $528,069 | $528,069 | |
| SECURITIES | $2,609,749 | $2,609,749 | $2,609,749 | |
| JPM WELLS CAPITAL MORTGAGE | $312,420 | -$5,835 | -$5,835 | $318,255 |
| JPM MAYO | $837,234 | $73,895 | $73,895 | $763,339 |
| JPM LAZARD | $1,229,968 | $19,025 | $19,025 | $1,210,943 |
| JPM SIT INVESTMENTS | $1,114,770 | -$25,786 | -$25,786 | $1,140,556 |
| JPM FDN MUTUAL FUND | $31,502,799 | -$975,399 | -$975,399 | $32,478,198 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,223,718 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $7,730,013 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $153,602,126 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050325 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $6,594,198 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $151,880,878 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043417 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $5,185,036 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $141,806,658 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.036564 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,764,543 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $136,522,139 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.034899 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,021,670 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $139,393,060 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.028851 | DistributionYr5Rt |
| Total Distribution | 0.194056 | TotalDistributionRt |
| Average Distribution | 0.038811 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $140,651,382 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,458,821 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $33,042 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,491,863 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $7,011,909 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $33,042 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $33,042 | SubtotalAmt |
| Tax Based On Investment Income | $33,042 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $112,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $112,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $78,958 | OverpaymentAmt |
| Applied To ES Tax | $78,958 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.WALTHER.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATRICIA DEAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3177086103 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9292 NORTH MERIDIAN STREET STE 300 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46260 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 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 J BETLEY | ||||||||
| 9292 N Meridian St Ste 300 | Indianapolis | IN | 46260 | CHAIRMAN | 2.0 | $0 | $0 | $0 |
| THOMAS GREIN | ||||||||
| 9292 N Meridian St Ste 300 | Indianapolis | IN | 46260 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| SHARON PIERCE | ||||||||
| 9292 N Meridian St Ste 300 | Indianapolis | IN | 46260 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| RICHARD GAYNOR | ||||||||
| 9292 N Meridian St Ste 300 | Indianapolis | IN | 46260 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| JAMES E RUCKLE | ||||||||
| 9292 N Meridian St Ste 300 | Indianapolis | IN | 46260 | PRESIDENT/CEO | 20.0 | $97,500 | $12,480 | $40 |
| GREGORY L PEMBERTON | ||||||||
| 9292 N Meridian St Ste 300 | Indianapolis | IN | 46260 | VICE CHAIRMAN | 1.0 | $0 | $0 | $0 |
| DANIEL APPEL | ||||||||
| 9292 N Meridian St Ste 300 | Indianapolis | IN | 46260 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| NANCY YAW | ||||||||
| 9292 N Meridian St Ste 300 | Indianapolis | IN | 46260 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| MARY BETH GADUS | ||||||||
| 9292 N Meridian St Ste 300 | Indianapolis | IN | 46260 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| PATRICIA DEAN | ||||||||
| 9292 N Meridian St Ste 300 | Indianapolis | IN | 46260 | TREASURER/COO | 30.0 | $69,052 | $15,515 | $10 |
| MARY EISLER | ||||||||
| 9292 N Meridian St Ste 300 | Indianapolis | IN | 46260 | SECRETARY | 40.0 | $69,542 | $40,790 | $517 |
| JEREMIAH WISE | ||||||||
| 9292 N Meridian St Ste 300 | Indianapolis | IN | 46260 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| STEFFANIE RHINESMITH | ||||||||
| 9292 N Meridian St Ste 300 | Indianapolis | IN | 46260 | CHIEF INVESTMENT OFFICER | 12.0 | $42,525 | $6,812 | $2,998 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KELSEY MOLYET | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9292 N MERIDIAN ST STE 300 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46260 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | FINANCIAL COORDINATO | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $55,102 | CompensationAmt |
| Employee Benefits | $12,884 | EmployeeBenefitsAmt |
| Expense Account | $240 | ExpenseAccountAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GABELLI ASSET MANAGEMENT COMPANY | |||||
| ONE CORPORATE CENTER | RYE | NY | 105801435 | INVEST. MANAGEMENT | $100,790 |
| IMPROVED THERAPEUTICS | |||||
| 5508 BAY LANDING CIRCLE | INDIANAPOLIS | IN | 46254 | PROGRAM CONSULTING | $75,000 |
| Mayo Investment Advisors LLC | |||||
| 40 Rowes Wharf 2nd Floor | BOSTON | MA | 02110 | invest. management | $73,025 |
| STIFEL NICOLAUS AND COMPANY | |||||
| ONE FINANCIAL PLAZA | ST LOUIS | MO | 63102 | INVEST. CONSULTING | $72,665 |
| FAIRHILL REALTY LLC | |||||
| PO BOX 441370 | INDIANAPOLIS | IN | 462441370 | RENT | $59,663 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | GRANT-MAKING TO RESEARCH INSTITUTIONS IN ORDER TO SUPPORT LABORATORY, CLINICAL, AND BEHAVIORAL CANCER RESEARCH CONDUCTED TO ELIMINATE CANCER CAUSING SUFFERING AND DEATH. | Description1Txt |
| Expenses1 | $6,563,262 | Expenses1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $134,704,768 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,088,513 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $142,793,281 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $142,793,281 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,141,899 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $140,651,382 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,032,569 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,032,569 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $33,042 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $33,042 | TotalTaxAmt |
| Distributable Before Adj | $6,999,527 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $6,999,527 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $6,999,527 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,011,909 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $7,011,909 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $33,042 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $6,978,867 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,999,527 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $6,571,666 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Qualifying Distributions | $7,011,909 | QualifyingDistributionsAmt |
| Applied To Year1 | $6,571,666 | AppliedToYear1Amt |
| Applied To Current Year | $440,243 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $6,559,284 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Grants Paid - See Attached Schedule | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9292 N Meridian St STE 300 | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46260 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | See Attached Schedule | GrantOrContributionPurposeTxt |
| Amt | $6,563,262 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,563,262 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Grants Approved for Future - See Attached | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9292 N Meridian St STE 300 | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46260 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SEE ATTACHED SCHEDULE | GrantOrContributionPurposeTxt |
| Amt | $11,693,284 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $11,693,284 | 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 | $2,265,746 | 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) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $11,200 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,223,718 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$157,584 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $236,560 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$146,384 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,726,024 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,579,640 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | SIT Investment Associates Inc | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3300 IDS Center 80 South 8th Stree | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554022211 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $9,040 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $36,750 | Amt |
| Net Investment Income | $22,050 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $14,700 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FARGO CARRYBACK OF NET OPERATING LOSS | IdentifierTxt |
| Form And Line Reference | FORM 990-T, PART II, LINE 34 IRC SEC. 172(B)(3) | FormAndLineReferenceDesc |
| Medium Explanation | THE TAXPAYER INCURRED A NET OPERATING LOSS IN THE TAX YEAR ENDED 6/30/2016, AND IS ENTITLED TO A TWO-YEAR CARRYBACK UNDER IRC. SEC. 172(B)(1)(A) OF ALL OR A PORTION OF THE LOSS. PURSUANT TO IRC SEC. 172(B)(3), TAXPAYER HEREBY ELECTS TO RELINQUISH THE ENTIRE CARRYBACK PERIOD WITH RESPECT TO ANY REGULAR TAX AND AMT NET OPERATING LOSSES. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE OBLIGATIONS | $1,401,697 | $1,401,697 |
| MUTUAL FUNDS - FIXED INCOME | $4,161,582 | $4,161,582 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITIES | $13,652,046 | $13,652,046 |
| EXCHANGE TRADED FUNDS - GOLD | $3,940,805 | $3,940,805 |
| MUTUAL FUNDS - EQUITY | $16,503,625 | $16,503,625 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $11,095,416 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $11,095,416 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| HEDGE FUNDS - DISTRESSED | $8,431,867 | $8,431,867 |
| HEDGE FUNDS - LONG/SHORT | $15,455,809 | $15,455,809 |
| LP - PRIVATE EQUITY | $5,606,014 | $5,606,014 |
| LP - REAL ASSETS | $11,713,559 | $11,713,559 |
| LP - EQUITY | $13,453,392 | $13,453,392 |
| HEDGE FUNDS - ABSOLUTE RETURN | $18,297,429 | $18,297,429 |
| COMMINGLED TRUSTS | $11,398,381 | $11,398,381 |
| LP - MORTGAGES | $403,082 | $403,082 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $10,942 | LegalFeesAmt |
| Net Investment Income | $5,233 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,709 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST RECEIVABLE | Desc |
| BOY Book Value | $105,597 | BOYBookValueAmt |
| EOY Book Value | $76,225 | EOYBookValueAmt |
| EOYFMV | $76,225 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $8,752,291 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $15,582 | $7,453 | $8,129 |
| OUTSIDE SERVICES | $4,748 | $2,271 | $2,477 |
| MAINTENANCE & REPAIR | $4,379 | $1,598 | $2,781 |
| COMPUTER SOFTWARE SUPPORT | $53,280 | $23,210 | $30,070 |
| DUES & SUBSCRIPTIONS | $8,468 | $4,050 | $4,418 |
| TELEPHONE & INTERNET | $12,618 | $6,035 | $6,583 |
| NON-CAPITAL FURNITURE & EQUIP. | $651 | $311 | $340 |
| OFFICE EXPENSE | $9,926 | $7,348 | $2,578 |
| MISCELLANEOUS EXPENSE | $264 | $125 | $139 |
| CHARITABLE CONTRIBUTIONS-K-1'S | $113 | $113 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Other Investment Income | $76,304 | $233,888 |
| Miscellaneous Income | $2,672 | $2,672 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING FEES | $86,796 | $11,751 | $75,045 |
| INVESTMENT FEES | $1,065,780 | $1,065,398 | $382 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAXES | $105,935 | |
| FOREIGN TAXES | $50,748 | $50,748 |
Comments