Christel DeHaan Family Foundation Inc: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- Christel DeHaan Family Foundation Inc (EIN 35-1939960)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-10-13
- IRS object ID
- 201522869349100602
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- 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 | 2015-10-13T10:42:16-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 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 | 2015-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HOLLY M PANTZER | PreparerPersonNm |
| PTIN | P00137289 | PTIN |
| Phone | 3173834000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $47,147,481 | 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 |
| Dividends Rev And Expnss | $698,062 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $698,062 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,514,960 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,521,362 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,514,960 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $230,332 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $225,183 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,443,354 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,438,205 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $51,532 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $51,532 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $6,820 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $6,820 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,587 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,690 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,897 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $12,069 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,100 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $4,969 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $9,997 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $27,566 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $2,205 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $25,361 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,598 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,598 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $457,003 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $368,138 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $23,544 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $582,172 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $389,133 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $117,721 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,322,911 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,322,911 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,905,083 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $389,133 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,440,632 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $538,271 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,049,072 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $885,630 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $251,544 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $251,544 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $40,178,028 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $41,356,154 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $46,891,098 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $408,906 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $404,067 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $10,608 | LandBOYAmt |
| Land EOY | $4,839 | LandEOYAmt |
| Land EOYFMV | $4,839 | LandEOYFMVAmt |
| Total Assets BOY | $41,074,266 | TotalAssetsBOYAmt |
| Total Assets EOY | $41,612,537 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $47,147,481 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $0 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $41,074,266 | RetainedEarningBOYAmt |
| Retained Earning EOY | $41,612,537 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $41,074,266 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $41,612,537 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $41,074,266 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $41,612,537 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $41,074,266 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $538,271 | ExcessRevenueOverExpensesAmt |
| Subtotal | $41,612,537 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $41,612,537 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (38 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| EM DEBT K-1 | 2014-01-01 | 2014-06-30 | $0 | $3,457 | -$3,457 | -$3,457 |
| EM DEBT K-1 | 2014-01-01 | 2014-12-31 | $0 | $3,782 | -$3,782 | -$3,782 |
| FINANCIAL STOCKS CAPITAL PARTNERS III K-1 | 2014-01-01 | 2014-12-31 | $0 | $21,010 | -$21,010 | -$21,010 |
| FIRST STATE K-1 | 2014-01-01 | 2014-06-30 | $29,897 | $0 | $29,897 | $29,897 |
| FIRST STATE K-1 | 2014-01-01 | 2014-12-31 | $153,631 | $0 | $153,631 | $153,631 |
| MFS INTL VALUE | 2014-01-01 | 2014-06-30 | $5,507 | $5,507 | $5,507 | |
| MFS INTL VALUE | 2013-01-01 | 2014-12-31 | $12,998 | $12,998 | $12,998 | |
| VAN RUSSELL GROWTH | 2014-01-01 | 2014-06-30 | $577,000 | $588,960 | -$11,960 | -$11,960 |
| WELLS FARGO S/T H/Y | 2013-01-01 | 2014-12-31 | $56,774 | $58,386 | -$1,612 | -$1,612 |
| METRO ULTRA SHORT | 2014-01-01 | 2014-06-30 | $4,432 | $4,432 | $4,432 | |
| VAN RUSSELL VALUE | 2013-01-01 | 2014-12-31 | $1,158,000 | $912,424 | $245,576 | $245,576 |
| EAGLE | 2014-01-01 | 2014-06-30 | $151,618 | $102,087 | $49,531 | $49,531 |
| EAGLE | 2013-01-01 | 2014-12-31 | $398,078 | $322,394 | $75,684 | $75,684 |
| COMMODITIES | 2013-01-01 | 2014-12-31 | $75,000 | $148,355 | -$73,355 | -$73,355 |
| TEMPLETON | 2014-01-01 | 2014-06-30 | $1,799 | $1,799 | $1,799 | |
| HARDING LOEVNER | 2014-01-01 | 2014-06-30 | $384,746 | $374,462 | $10,284 | $10,284 |
| HARDING LOEVNER | 2013-01-01 | 2014-12-31 | $718,772 | $610,066 | $108,706 | $108,706 |
| COLUMBUS CIRCLE | 2014-01-01 | 2014-06-30 | $3,438,179 | $3,171,162 | $267,017 | $267,017 |
| COLUMBUS CIRCLE | 2013-01-01 | 2014-12-31 | $2,963,704 | $1,689,743 | $1,273,961 | $1,273,961 |
| ATLANTA | 2014-01-01 | 2014-06-30 | $56,190 | $50,729 | $5,461 | $5,461 |
| ATLANTA | 2013-01-01 | 2014-12-31 | $310,757 | $164,089 | $146,668 | $146,668 |
| NEUBERGER | 2014-01-01 | 2014-06-30 | $2,139 | $2,139 | $2,139 | |
| NEUBERGER | 2013-01-01 | 2014-12-31 | $37,130 | $37,130 | $37,130 | |
| PASSIVE LADDER | 2013-01-01 | 2014-12-31 | $751,638 | $773,737 | -$22,099 | -$22,099 |
| BLACK DIAMOND K-1 | 2013-01-01 | 2014-12-31 | $32,098 | $32,098 | $32,098 | |
| BDCM K-1 | 2013-01-01 | 2014-12-31 | $61,196 | $61,196 | $61,196 | |
| HOUSE INVESTMENTS K-1 | 2013-01-01 | 2014-12-31 | $9,837 | -$9,837 | -$9,837 | |
| SATURN K-1 | 2013-01-01 | 2014-12-31 | $100 | -$100 | -$100 | |
| NTPEV IV K-1 | 2014-01-01 | 2014-06-30 | $1,444 | -$1,444 | -$1,444 | |
| NTPEV IV K-1 | 2013-01-01 | 2014-12-31 | $22,789 | $22,789 | $22,789 | |
| BLACKSTONE K-1 | 2013-01-01 | 2014-12-31 | $46,761 | $46,761 | $46,761 | |
| BPIF K-1 | 2013-01-01 | 2014-12-31 | $26,509 | $26,509 | $26,509 | |
| PESOF K-1 | 2014-01-01 | 2014-06-30 | $178 | -$178 | -$178 | |
| PESOF K-1 | 2013-01-01 | 2014-12-31 | $25,889 | $25,889 | $25,889 | |
| NTPEV V K-1 | 2014-01-01 | 2014-06-30 | $73 | $73 | $73 | |
| NTPEV V K-1 | 2013-01-01 | 2014-12-31 | $9,699 | $9,699 | $9,699 | |
| BDCM K-1 | 2013-01-01 | 2014-12-31 | $5,523 | $5,523 | $5,523 | |
| AEW | 2013-01-01 | 2014-12-31 | $2,836 | $2,836 | $2,836 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,514,960 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $838,611 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $45,101,330 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.018594 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $776,694 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $41,442,801 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.018741 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $982,066 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $41,613,119 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.0236 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $733,277 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $38,813,862 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.018892 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $789,871 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $36,896,719 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.021408 | DistributionYr5Rt |
| Total Distribution | 0.101235 | TotalDistributionRt |
| Average Distribution | 0.020247 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $46,826,756 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $948,101 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $30,491 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $978,592 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,440,632 | 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 | $30,491 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $30,491 | SubtotalAmt |
| Tax Based On Investment Income | $30,491 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $64,534 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $64,534 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $34,043 | OverpaymentAmt |
| Applied To ES Tax | $34,043 | 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 | Indianapolis | IN | 46204 | PRESIDENT/FOUNDER | 5.0 | $0 | $0 | $0 |
| TIMOTHY E DEHAAN | ||||||||
| 10 W Market Street | Indianapolis | IN | 46204 | VICE PRESIDENT | 1.0 | $0 | $0 | $0 |
| KEITH A DEHAAN | ||||||||
| 10 W Market Street | Indianapolis | IN | 46204 | VICE PRESIDENT | 1.0 | $0 | $0 | $0 |
| KIRSTEN A DEHAAN | ||||||||
| 10 W Market Street | Indianapolis | IN | 46204 | VICE PRESIDENT | 1.0 | $0 | $0 | $0 |
| JOSEPH SCHNEIDER | ||||||||
| 10 W Market Street | Indianapolis | IN | 46204 | TREASURER | 8.0 | $0 | $0 | $0 |
| CHERYL J WENDLING | ||||||||
| 10 W Market Street | Indianapolis | IN | 46204 | TREASURER | 5.0 | $0 | $0 | $0 |
| MARK WILLIS | ||||||||
| 10 W Market Street | Indianapolis | IN | 46204 | SENIOR VP/CIO | 8.0 | $0 | $0 | $0 |
| MELYNNE KLAUS | ||||||||
| 10 W Market Street | Indianapolis | IN | 46204 | EXECUTIVE DIRECTOR | 24.0 | $51,532 | $6,820 | $0 |
| NELSON HITCHCOCK III | ||||||||
| 10 W Market Street | Indianapolis | IN | 46204 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| JIM REED | ||||||||
| 10 W Market Street | 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 | $46,813,263 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $726,591 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $47,539,854 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $47,539,854 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $713,098 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $46,826,756 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,341,338 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,341,338 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $30,491 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $30,491 | TotalTaxAmt |
| Distributable Before Adj | $2,310,847 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,310,847 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,310,847 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,440,632 | 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 | $2,440,632 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $30,491 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,410,141 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,310,847 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $203,861 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $733,277 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $982,066 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,919,204 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,440,632 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $2,310,847 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $129,785 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,048,989 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $203,861 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,845,128 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $733,277 | ExcessFromYear4Amt |
| Excess From Year3 | $982,066 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $129,785 | 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 (176 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Butler University | ||||||||
| 4600 SUNSET AVENUE | INDIANAPOLIS | IN | 46208 | NONE | PC | GENERAL OPERATING SUPPORT | $85,000 | |
| Arts Council of Indianapolis | ||||||||
| 924 NORTH PENNSYLVANIA STREET | INDIANAPOLIS | IN | 46204 | NONE | PC | Start With Art luncheon | $7,500 | |
| Butler University | ||||||||
| 4600 SUNSET AVENUE | INDIANAPOLIS | IN | 46208 | NONE | PC | SUPPORT ARTSFEST | $10,000 | |
| Central Indiana Community Foundation | ||||||||
| 615 N ALABAMA STREET | INDIANAPOLIS | IN | 46204 | NONE | PC | SUPPORT HEALTH FDTN OF GREATER INDPLS | $5,000 | |
| Culver Education Foundation | ||||||||
| 1300 ACADEMY ROAD | CULVER | IN | 46511 | NONE | PC | ENTREPRENEURSHIP ELEVATOR COMPETITION | $1,000 | |
| Delta Waterfowl Foundation | ||||||||
| PO BOX 3128 | BISMARCK | ND | 58502 | NONE | PC | general operating support | $5,000 | |
| Eiteljorg Museum | ||||||||
| 500 WEST WASHINGTON STREET | INDIANAPOLIS | IN | 46204 | NONE | PC | SUPPORT ANNUAL INDIAN FEST | $5,000 | |
| Harrison Center for the Arts | ||||||||
| 1505 NORTH DELAWARE STREET | INDIANAPOLIS | IN | 46202 | NONE | SO I | general operating support | $40,000 | |
| Indiana Raptor Center | ||||||||
| 3027 INDIANA 262 | RISING SUN | IN | 47040 | NONE | PC | general operating support | $5,000 | |
| Indiana University Foundation | ||||||||
| PO BOX 1847 | BLOOMINGTON | IN | 47402 | NONE | PC | SUPPORT THE POLISH CENTER - SPIRIT & PLACE FEST | $3,500 | |
| Indianapolis Chamber Orchestra | ||||||||
| 4603 CLARENDON ROAD | INDIANAPOLIS | IN | 46208 | NONE | PC | GENERAL OPERATING SUPPORT | $51,800 | |
| Indianapolis School of Ballet | ||||||||
| 502 N CAPITOL AVE | INDIANAPOLIS | IN | 46204 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| Indianapolis Symphony Society | ||||||||
| 46 MONUMENT CIRCLE | INDIANAPOLIS | IN | 46205 | NONE | PC | Christmas Concert | $50,000 | |
| National Multiple Sclerosis | ||||||||
| 3500 DEPAUW BOULEVARD | INDIANAPOLIS | IN | 46268 | NONE | PC | 2014 Indianapolis Market Walk | $500 | SUITE 1040 |
| National Wild Turkey Federation (FW) | ||||||||
| PO BOX 530 | EDGEFIELD | SC | 29824 | NONE | PC | GENERAL OPERATING SUPPORT | $16,000 | |
| Pacer's Basketball Corporate Foundation | ||||||||
| 125 SOUTH PENNSYLVANIA STREET | INDIANAPOLIS | IN | 46204 | NONE | PC | support Get Fever Fit Educational Program | $10,000 | |
| Indianapolis Museum of Art | ||||||||
| 4000 Michigan Road | Indianapolis | IN | 46208 | NONE | PC | General Operating Support | $15,000 | |
| Indianapolis Symphony Orchestra | ||||||||
| 46 MONUMENT CIRCLE | Indianapolis | IN | 46205 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| Indiana Repertory Theatre | ||||||||
| 140 West Washington Street | Indianapolis | IN | 46204 | NONE | PC | GENERAL OPERATING SUPPORT | $70,000 | |
| Summer Stock Stage | ||||||||
| PO Box 301121 | Indianapolis | IN | 46240 | NONE | PC | General Operating Support | $5,000 | |
| University of Indianapolis | ||||||||
| 1400 E Hanna Avenue | Indianapolis | IN | 46227 | NONE | PC | sponsorship of "The German Hour" on WICR | $1,000 | |
| Athenaeum Docent Club | ||||||||
| 410 E Michigan Street | Indianapolis | IN | 46204 | NONE | PC | Sponsor Season of Bobdirex, LLC | $2,000 | |
| Indiana Ballet Conservatory | ||||||||
| 849 West Carmel Drive | Carmel | IN | 46032 | NONE | PC | General Operating Support | $5,000 | |
| Jameson Camp | ||||||||
| 2001 Bridgeport Road | Indianapolis | IN | 46231 | NONE | PC | sponsor of Jameson Camp Leadership Program | $1,500 | |
| Teachers' Treasures Inc | ||||||||
| 1800 E 10th Street | Indianapolis | IN | 46201 | NONE | PC | support of Dream Big event | $1,000 | |
| American Heart Association | ||||||||
| 6100 W 96th Street | Indianapolis | IN | 46278 | NONE | PC | SUPPORT OF 2014 HEART OF GOLD BALL | $5,000 | Suite 200 |
| THE CHILDREN'S MUSEUM OF INDIANAPOLIS | ||||||||
| 3000 N MERIDIAN STREET | INDIANAPOLIS | IN | 46208 | NONE | PC | SUPPORT PROGRAMMING AT LILY THEATRE 2014 | $25,000 | |
| HEARTLAND ACTOR'S REPERTORY THEATRE | ||||||||
| 4600 SUNSET AVENUE | INDIANAPOLIS | IN | 46208 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | C/O BUTLER UNIVERSITY DEPARTMENT OF |
| INDIANAPOLIS SYMPHONY ORCHESTRA | ||||||||
| 46 MONUMENT CIRCLE | INDIANAPOLIS | IN | 46205 | NONE | PC | 2014 GALA | $74,250 | |
| AMERICAN PIANISTS ASSOCIATION | ||||||||
| 4603 CLARENDON ROAD | INDIANAPOLIS | IN | 46208 | NONE | PC | GENERAL OPERATING SUPPORT | $80,000 | |
| DANCE KALEIDOSCOPE | ||||||||
| 4603 CLARENDON ROAD | INDIANAPOLIS | IN | 46208 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| PRESIDENT BENJAMIN HARRISON HOME | ||||||||
| 1230 N DELAWARE STREET | INDIANAPOLIS | IN | 46202 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| LA PLAZA INC | ||||||||
| 8902 E 38TH STREET | INDIANAPOLIS | IN | 46226 | NONE | PC | SUPPORT NIGHT OF THE AMERICA'S | $1,500 | |
| ATHENAEUM FOUNDATION | ||||||||
| 407 E MICHIGAN STREET | INDIANAPOLIS | IN | 46204 | NONE | SO I | SUPPORT FAMILY & HERITAGE EVENT SERIES | $2,500 | |
| FRACTURED ATLAS PRODUCTIONS INC | ||||||||
| 248 W 35TH STREET | NEW YORK | NY | 10001 | NONE | PC | SUPPORT FOR INTIMATE OPERA OF INDIANAPOLIS | $2,000 | |
| INDIANAPOLIS MUSEUM OF CONTEMPORARY ART | ||||||||
| 1043 VIRGINIA AVENUE | INDIANAPOLIS | IN | 46203 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| YOUNG ACTORS THEATRE | ||||||||
| 401 E MICHIGAN STREET | INDIANAPOLIS | IN | 46204 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| GREATER INDIANAPOLIS PROGRESS COMMITTEE | ||||||||
| 200 E WASHINGTON STREET | INDIANAPOLIS | IN | 46204 | NONE | PC | support Fourth Ann. Celebration-Indpls-Hyderabad Sister City | $1,000 | |
| IVY TECH COMMUNITY COLLEGE | ||||||||
| 50 W FALL CREEK PARKWAY N DRIVE | INDIANAPOLIS | IN | 46208 | NONE | PC | scholarship-Central Indiana Culinary & Hospitality Europe Trip | $10,000 | |
| CATHEDRAL TRUSTEES INC | ||||||||
| 5225 EAST 56TH STREET | INDIANAPOLIS | IN | 46226 | NONE | PC | support Shamrock Dinner-scholarships | $5,000 | |
| THE HASTEN HEBREW ACADEMY OF INDIANAPOLIS | ||||||||
| 6602 HOOVER ROAD | INDIANAPOLIS | IN | 46260 | NONE | PC | SUPPORT JOURNEY TO ISREAL 5K RUN/WALK | $500 | |
| AMERICAN CIVIL LIBERTIES UNION OF INDIANA FDTN | ||||||||
| 1031 E WASHINGTON STREET | INDIANAPOLIS | IN | 462023952 | NONE | PC | GENERAL OPERATINGS SUPPORT | $15,000 | |
| GIRLS INCORPORATED OF INDIANAPOLIS | ||||||||
| 3935 N MERIDIAN STREET | INDIANAPOLIS | IN | 46208 | NONE | PC | SUPPORT TOUCHSTONE AWARDS | $2,000 | |
| HAWTHORNE SOCIAL SERVICE ASSOCIATION | ||||||||
| 2440 W OHIO STREET | INDIANAPOLIS | IN | 46222 | NONE | PC | SUPPORT AFTER SCHOOL DANCE | $8,000 | |
| NATIONAL WILD TURKEY FEDERATION (HAMILTON) | ||||||||
| PO BOX 530 | EDGEFIELD | SC | 29824 | NONE | PC | SUUPPORT NORTHWEST OHIO FUNDRAISER | $2,500 | |
| DELTA WATERFOWL FOUNDATION | ||||||||
| PO BOX 3128 | BISMARK | ND | 58502 | NONE | PC | support Youth Program in Outdoor Conservation | $6,000 | |
| INDIANAPOLIS ZOOLOGICAL SOCIETY | ||||||||
| PO BOX 22309 | INDIANAPOLIS | IN | 46222 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| VILLAGE OF MERICI INC | ||||||||
| 5023 E 56TH STREET | INDIANAPOLIS | IN | 462261471 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | SUITE 320B |
| PROGRESS HOUSE | ||||||||
| 201 SHELBY STREET | INDIANAPOLIS | IN | 46202 | NONE | PC | SUPPORT FIGHT NIGHT | $2,500 | |
| CAMPTOWN INC | ||||||||
| 7998 GEORGETOWN ROAD | INDIANAPOLIS | IN | 46268 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 | SUITE 700 |
| INDIANA REPERTORY THEATRE | ||||||||
| 140 W WASHINGTON STREET | INDIANAPOLIS | IN | 46204 | NONE | PC | SUPPORT CELEBRITY RADIO SHOW | $1,500 | |
| BUTLER UNIVERSITY | ||||||||
| 4600 SUNSET AVENUE | INDIANAPOLIS | IN | 46208 | NONE | PC | Memorial contribution | $500 | |
| Big Car Media Inc | ||||||||
| 615 N ALABAMA STREET | INDIANAPOLIS | IN | 46204 | NONE | PC | Five for Five Initiative | $15,000 | SUITE 119 |
| People for Urban Progress | ||||||||
| MURPHY ART CENTER STUDIO 213 | INDIANAPOLIS | IN | 46203 | NONE | PC | Five for Five Initiative Event | $5,000 | 1043 VIRGINIA AVENUE |
| American Cabaret Theatre | ||||||||
| 121 Monument Circle | Indianapolis | IN | 46204 | NONE | PC | General operating support | $45,000 | Ste 516 |
| Asante Children's Theatre Inc | ||||||||
| 502 N Tremont | Indianapolis | IN | 46222 | NONE | PC | General operating support | $15,000 | |
| Boothe Tarkington Civic Inc | ||||||||
| 3 Center Green | Carmel | IN | 46032 | NONE | PC | General operating support | $40,000 | Ste 200 |
| Cathedral Arts Inc | ||||||||
| 4063 SALISBURY ROAD | JACKSONVILLE | FL | 32216 | NONE | PC | General operating support | $60,000 | |
| Fine Arts Society of Indianapolis Inc | ||||||||
| dba Classical Music Indy | Indianapolis | IN | 46202 | NONE | PC | General operating support | $45,000 | 1630 N Meridian Street Ste 440 |
| Indiana Historical Society | ||||||||
| 450 W Ohio St | Indianapolis | IN | 46202 | NONE | PC | IHS Museum theatre program | $20,000 | |
| Indianapolis Chamber Society | ||||||||
| 4603 Clarendon Road | Indianapolis | IN | 46208 | NONE | PC | ICO string instructor at CHA | $23,200 | Ste 36 |
| Indianapolis Children's Choir Inc | ||||||||
| 4600 Sunset Avenue | Indianapolis | IN | 46208 | NONE | PC | General operating support | $40,000 | |
| Indianapolis Dance CoGregory Hancock Dance | ||||||||
| 329 Gradle Drive | Carmel | IN | 46032 | NONE | PC | General operating support | $30,000 | |
| Indianapolis Symphonic Choir Inc | ||||||||
| 4600 Sunset Avenue | Indianapolis | IN | 46208 | NONE | PC | General operating support | $20,000 | |
| Indianapolis Theatre Fringe Festival | ||||||||
| 719 E St Clair Street | Indianapolis | IN | 46202 | NONE | PC | General operating support | $30,000 | |
| IndyBaroque Music Inc | ||||||||
| The Historic Athenaeum | Indianapolis | IN | 46204 | NONE | PC | General operating support | $10,000 | 401 E Michigan Street |
| Phoenix Theatre Inc | ||||||||
| 749 N Park Ave | Indianapolis | IN | 46202 | NONE | PC | General operating support | $45,000 | |
| Theatre on the Square Inc | ||||||||
| 627 Massachusetts Ave | Indianapolis | IN | 462041606 | NONE | PC | General operating support | $30,000 | |
| WFYI Public Media | ||||||||
| 1630 N Meridian Street | Indianapolis | IN | 46202 | NONE | PC | support programming ; $10k for Artrageous w/Nate video series | $65,000 | |
| Indianapolis Symphony Society | ||||||||
| 45 MONUMENT CIRCLE | INDIANAPOLIS | IN | 46208 | NONE | PC | general operating support | $150,000 | |
| Sociedad Amigos de Colombia | ||||||||
| c/o Dr Jaun Cardenas President S | Indianapolis | IN | 46250 | NONE | PC | 30th Anniv Celebration-Colombian Folkloric Ballet | $2,500 | 4139 Wythe Lane |
| American Pianist Association | ||||||||
| 4603 CLARENDON ROAD | INDIANAPOLIS | IN | 46208 | NONE | PC | general operating support | $1,000 | SUITE 030 |
| Spoleto Festival USA | ||||||||
| 14 George Street PO Box 157 | Charleston | SC | 29402 | NONE | PC | general operating support | $10,000 | |
| Indianapolis Museum of Art | ||||||||
| 4000 MICHIGAN ROAD | INDIANAPOLIS | IN | 46208 | NONE | PC | general operating support - Chairman's Council level | $10,000 | |
| Greater Indiana Progress Committee | ||||||||
| 200 E WASHINGTON STREET | INDIANAPOLIS | IN | 46204 | NONE | PC | support for Hudnut sculpture | $5,000 | |
| Weir Cook Memorial Project | ||||||||
| 6816 N 1025 E PO Box 83 | Wilkinson | IN | 46186 | NONE | PC | support the Weir Cook Memorial Project | $5,000 | |
| Highbridge Voices Corp | ||||||||
| 1360 Merriam Ave | Bronx | NY | 10452 | NONE | PC | general operating support | $2,500 | |
| Christel House International | ||||||||
| 10 WEST MARKET STREET | INDIANAPOLIS | IN | 46204 | NONE | PC | support CH India music program | $18,309 | SUITE 1990 |
| American Pianist Association | ||||||||
| 4603 CLARENDON ROAD | INDIANAPOLIS | IN | 46208 | NONE | PC | career assistance | $5,000 | SUITE 030 |
| Bozeman Symphony Society | ||||||||
| 1001 W Oak St | Bozeman | MT | 59715 | NONE | PC | general operating support | $5,000 | Ste 201 |
| Light of the World Christian Church | ||||||||
| 4646 N MICHIGAN ROAD | INDIANAPOLIS | IN | 46228 | NONE | PC | support of Music Department | $1,500 | |
| Brebeuf Preparatory School Inc | ||||||||
| 2801 W 86th Street | Indianapolis | IN | 46268 | NONE | PC | general operating support for band and orchestra programs | $10,000 | |
| Indianapolis-Liederkranz Inc | ||||||||
| 1417 E Washington Street | Indianapolis | IN | 46201 | NONE | PC | support of the music fund and the teacher | $10,000 | |
| Indianapolis Childrens Choir Inc | ||||||||
| 4600 Sunset Avenue | Indianapolis | IN | 46208 | NONE | PC | general opearting support | $5,000 | |
| Indiana Landmarks | ||||||||
| 1201 Central Avenue | Indianapolis | IN | 46202 | NONE | PC | support Piano Premier 3/23/14 | $5,000 | |
| Indianapolis School of Ballet | ||||||||
| 502 N CAPITOL AVE | INDIANAPOLIS | IN | 46204 | NONE | PC | sponsor 2014 productions | $5,000 | |
| International Center of Indianapolis | ||||||||
| 32 E Washington St | Indianapolis | IN | 46204 | NONE | SO I | support 2014 Festival fund | $3,500 | Ste 1625 |
| Echoing Air Inc | ||||||||
| 123 East Westfield Boulevard | Indianapolis | IN | 46220 | NONE | PC | general operating support | $1,000 | |
| Hendricks Symphonic society | ||||||||
| 8103 E US Hwy 36 Box 104 | Avon | IN | 46123 | NONE | PC | general operating support | $1,000 | |
| Indianapolis Jazz Foundation Inc | ||||||||
| PO Box 20857 | Indianapolis | IN | 46220 | NONE | PC | support Indy Jazz Fest 9/11-9/20/14 | $2,500 | |
| Festival Music Society of Indiana | ||||||||
| 3646 Bay Road South Dr | Indianapolis | IN | 46240 | NONE | PC | genl support & underwriting free Family concert 6/28/14 | $5,000 | |
| Indiana Historical Society | ||||||||
| 450 W Ohio St | Indianapolis | IN | 46202 | NONE | PC | general operating support in honor of Living Legends Ball | $2,500 | |
| International Center of Indianapolis | ||||||||
| 32 E Washington St | Indianapolis | IN | 46204 | NONE | SO I | Intl citizen of the year event 9/9/14 | $3,500 | Ste 1625 |
| American Guild of Organists | ||||||||
| Care of Dr Craig Stopps | Zionsville | IN | 44077 | NONE | PC | support for 2015 Great Lake Region Convention | $2,500 | 18 Shannon Road |
| Big Car Media Inc | ||||||||
| 615 N ALABAMA STREET | INDIANAPOLIS | IN | 46204 | NONE | PC | support for 2014 TEDx conference | $2,500 | SUITE 119 |
| Young Actors Theatre | ||||||||
| 401 E MICHIGAN STREET | INDIANAPOLIS | IN | 46204 | NONE | PC | general operating support | $3,500 | |
| Nationalities Council of Indiana Inc | ||||||||
| PO Box 1623 | Indianapolis | IN | 46206 | NONE | PC | 2014 Indy Intl Festival 11/20-11/23/14 | $3,000 | |
| Jewish Community Center of Indpls | ||||||||
| 6701 Hoover Road | Indianapolis | IN | 46260 | NONE | PC | support Ann Katz Festival of Books & Arts | $4,500 | |
| Metropolitan Opera Association | ||||||||
| Indiana University Bryan House | Bloomington | IN | 47405 | NONE | PC | genl operating support 2014 Indiana District Auditions | $3,000 | |
| Primary Colours | ||||||||
| 1043 Virgina Ave Box 23 | Indianapolis | IN | 46203 | NONE | PC | support of Installation Nation 6/6-7/12/15 | $4,500 | |
| Indianapolis Downtown Inc | ||||||||
| 111 Monument Circle | Indianapolis | IN | 46204 | NONE | PC | general operating support - membership support | $4,000 | Ste 1900 |
| Gregory Hancock Dance Theatre | ||||||||
| 329 Gradle Drive | Carmel | IN | 46032 | NONE | PC | general support-purchase mobile floor for community performances | $6,500 | |
| Anti-Defamation League Foundation | ||||||||
| 120 S LASALLE STREET | CHICAGO | IL | 60603 | NONE | PC | general operating support | $4,000 | suite 1150 |
| Greenfield Central High School | ||||||||
| 810 N Broadway Street | Greenfield | IN | 46140 | NONE | PC | Vex World Robotics team | $500 | |
| Anti-Defamation League Foundation | ||||||||
| 120 S LASALLE STREET | CHICAGO | IL | 60603 | NONE | PC | support for Man of Achievement Award Dinner | $1,000 | SUITE 1150 |
| Traders Point Christian Schools Inc | ||||||||
| 6600 S Indianapolis Road | Whitestown | IN | 46075 | NONE | PC | support acquisition of 25 laptops & tech cart | $15,000 | |
| The Lugar Center | ||||||||
| 1717 Rhode Island Ave NW 9th Flo | Washington | DC | 20036 | NONE | PC | general operating support in lieu of breakfast attendance | $5,000 | |
| Indiana University Foundation | ||||||||
| PO BOX 1847 | BLOOMINGTON | IN | 47402 | NONE | PC | support for May 2014 Singing Hoosier Australia tour | $5,000 | |
| Woodrow Wilson National Fellowship Foundation | ||||||||
| P O Box 5281 | Princeton | NJ | 085435281 | NONE | PC | general operating support | $25,000 | |
| Traders Point Christian Schools Inc | ||||||||
| 6600 S Indianapolis Road | Whitestown | IN | 46075 | NONE | PC | elementary school purchase for youth Football Program equipment | $11,000 | |
| Central Indiana Community Foundation | ||||||||
| 615 N ALABAMA STREET | INDIANAPOLIS | IN | 46204 | NONE | PC | $5k for Latino Scholarship; $10k for Community Leadership | $15,000 | |
| Christel House Academy | ||||||||
| 2717 SOUTH EAST STREET | INDIANAPOLIS | IN | 46225 | NONE | PC | 7/16/14 Charter School conference support - luncheon | $902 | |
| Lambda Legal Defense & Education Fund Inc | ||||||||
| Midwest Regional Office 105 West A | Chicago | IL | 60603 | none | PC | support Indiana Benefit held 9/19 | $5,000 | Ste 2600 |
| Building Tomorrow Inc | ||||||||
| 407 Fulton Street | Indianapolis | IN | 46202 | NONE | PC | support of Educate 51k | $10,000 | |
| Christel House Academy | ||||||||
| 2717 SOUTH EAST STREET | INDIANAPOLIS | IN | 46225 | NONE | PC | support CHA West Library/media Center | $2,000 | |
| Hamilton Southeastern School Foundation | ||||||||
| 13485 Cumberland Road Attn Free | Fishers | IN | 46038 | NONE | PC | support for the Academy of Finance | $1,500 | |
| Indiana University Foundation | ||||||||
| PO BOX 1847 | BLOOMINGTON | IN | 47402 | NONE | PC | support scholarships for Herron School of Art study abroad | $5,000 | |
| Cathredral High School-Cathedral Trustees Inc | ||||||||
| 5225 EAST 56TH STREET | INDIANAPOLIS | IN | 46226 | NONE | PC | general operating support, in honor Shamauction | $5,000 | |
| Christel House Intl | ||||||||
| 10 WEST MARKET STREET | INDIANAPOLIS | IN | 46204 | NONE | PC | general operating support | $14,000 | SUITE 1990 |
| Earth Island Institute | ||||||||
| 2150 Allston Way | Berkeley | CA | 94704 | NONE | PC | support Youth Empowered Action | $1,000 | Ste 460 |
| Junior Achievement of Central Indiana Inc | ||||||||
| 7435 NORTH KEYSTONE AVENUE | INDIANAPOLIS | IN | 46240 | NONE | PC | support for the STEM Enhancement Initiative | $3,000 | |
| Center for Interfaith Cooperation | ||||||||
| Indiana Interchurch Center 1100 W | Indianapolis | IN | 46208 | NONE | PC | Legacy Sponsor for Interfaith Banquet | $5,000 | Ste 125 |
| Christel House Intl | ||||||||
| 10 WEST MARKET STREET | INDIANAPOLIS | IN | 46204 | NONE | PC | CHA West music program | $35,000 | SUITE 1990 |
| University of Indianapolis | ||||||||
| 1400 E HANNA AVENUE | INDIANAPOLIS | IN | 46227 | NONE | PC | support dual credits for CHA students & collaboration | $100,000 | |
| Christamore House Guild | ||||||||
| 1841 Horseguard Close | Carmel | IN | 46032 | NONE | PC | support annual Book & Author Benefit for Christamore House | $250 | |
| Exponent Philanthropy | ||||||||
| 1720 N Street NW | Washington | DC | 20036 | NONE | PC | general operating support | $1,000 | |
| Art With a Heart | ||||||||
| 6002 Sunnyside Road | Indianapolis | IN | 46236 | NONE | PC | support summer Youth Program | $4,000 | |
| Camptown Inc | ||||||||
| 7998 GEORGETOWN ROAD | INDIANAPOLIS | IN | 46268 | NONE | PC | support summer Youth Program | $3,500 | SUITE 700 |
| Fletcher Place Community Center | ||||||||
| 1637 E Prospect St | Indianapolis | IN | 46203 | NONE | PC | support summer Youth Program | $1,500 | |
| Footlite Musical Inc | ||||||||
| Hedback Theater 1847 North Alabama | Indianapolis | IN | 46202 | NONE | PC | support summer Youth Program | $1,000 | |
| Girls Rock Indianapolis | ||||||||
| 430 Massachusetts Avenue | Indianapolis | IN | 46204 | NONE | PC | support summer Youth Program | $1,500 | |
| Indiana State Museum Foundation | ||||||||
| 650 West Washington Street | Indianapolis | IN | 46204 | NONE | PC | support summer Youth Program | $3,000 | |
| Indianapolis Arts Center | ||||||||
| 820 E 67th Street | Indianapolis | IN | 46220 | NONE | PC | support summer Youth Program | $2,500 | |
| Madame Walker Urban Life Center Inc | ||||||||
| 617 Indiana Ave | Indianapolis | IN | 46202 | NONE | SO I | support summer Youth Program | $4,000 | |
| New Covenant Church and Ministries Inc | ||||||||
| 4625 N Keystone Ave | Indianapolis | IN | 46205 | NONE | PC | support summer Youth Program | $1,000 | |
| Partnerships for Lawrence | ||||||||
| 4437 N Franklin Road | Lawrence | IN | 46226 | NONE | PC | support summer Youth Program | $3,250 | |
| 100 Black Men of Indianapolis IN | ||||||||
| 3901 N Meridian St | Indianapolis | IN | 462084026 | NONE | PC | support summer Youth Program | $3,500 | Ste 10 |
| Philharmonic Orchestra of Indianapolis Inc | ||||||||
| 32 E Washington Street | Indianapolis | IN | 46204 | NONE | PC | support summer Youth Program | $5,000 | Ste 950 |
| School on Wheels Corp | ||||||||
| 2815 E 62nd St | Indianapolis | IN | 46220 | NONE | PC | support summer Youth Program | $3,750 | Ste 200 |
| Urban Arts of Indianapolis Inc | ||||||||
| 3549 Boulevard Place | Indianapolis | IN | 462042973 | NONE | PC | support summer Youth Program | $1,000 | |
| VSA Arts of Indiana | ||||||||
| 1505 N Delaware Street | Indianapolis | IN | 46202 | NONE | PC | support summer Youth Program | $1,500 | |
| Central Indiana Community Foundation | ||||||||
| 615 N ALABAMA STREET | INDIANAPOLIS | IN | 46204 | NONE | PC | Arts funder Collaborative efforts on Indpls Arts Study | $5,000 | |
| Gleaners Food Bank of Indiana Inc | ||||||||
| 3737 WALDEMERE AVENUE | INDIANAPOLIS | IN | 46241 | NONE | PC | support designated to BackSacks program at CHA | $8,000 | |
| Culver Educational Foundation | ||||||||
| 1300 ACADEMY ROAD | CULVER | IN | 46511 | NONE | PC | genl opeating support; $6k scholarship fr CH student | $10,000 | |
| Central Indiana Community Foundation | ||||||||
| 615 N ALABAMA STREET | INDIANAPOLIS | IN | 46204 | NONE | PC | administrative support for Summer Youth Program fund | $5,000 | |
| Marion County Commission on Youth Inc | ||||||||
| 3901 N MERIDIAN STREET | INDIANAPOLIS | IN | 46032 | NONE | PC | administrative support for Summer Youth Program fund | $5,000 | |
| Charity Church Ministry | ||||||||
| 959 N Holmes | Indianapolis | IN | 46222 | NONE | PC | general operating support | $1,800 | |
| Friendship Missionary Baptist Church | ||||||||
| 1301 N Goodlet Ave | Indianapolis | IN | 46222 | NONE | PC | general operating support | $200 | |
| The Lord's Pantry | ||||||||
| P O Box 17104 | Indianapolis | IN | 46217 | NONE | PC | general operating support | $3,000 | |
| Lynhurst Baptist Church | ||||||||
| 1250 S Lynhurst | Indianapolis | IN | 46222 | NONE | PC | general operating support | $200 | |
| Dado Animal Fund | ||||||||
| 5366 S Indianapolis Road | Whitetown | IN | 46075 | NONE | PC | support for the Veterinary Academy for young children | $3,000 | |
| Hoosiers Feeding the Hungry Inc | ||||||||
| 0505 Country Road 32 PO Box 131 | Corunna | IN | 46730 | NONE | PC | general operating support for community outreach | $5,000 | |
| Indiana Hunter Education Association | ||||||||
| 8559 E 350 N | Montpelier | IN | 47359 | NONE | PC | Youth programs and public outreach programs | $4,000 | |
| Indiana Natural Resources Foundation | ||||||||
| 402 WEST WASHINGTON STREET | INDIANAPOLIS | IN | 46204 | NONE | PC | community outreach & support growth in public acces | $2,500 | W256 |
| National Wild Turkey Federation | ||||||||
| PO BOX 530 | EDGEFIELD | SC | 29824 | NONE | PC | designated support for Women in the Outdoors Program | $6,000 | |
| Arabian Rescue Mission | ||||||||
| 42 Glen Road | Colesville | NJ | 07461 | NONE | PC | general operating support | $5,000 | |
| Horsemen's Distress Fund Inc | ||||||||
| 236 HENRY SANFORD ROAD | BRIDGEWATER | CT | 06752 | NONE | PC | general operating support | $5,000 | |
| Memorial Sloan-Kettering Cancer Center | ||||||||
| PO Box 27432r | New York | NY | 100877432 | NONE | PC | Cycle for Survival | $250 | |
| Our Lady of Grace | ||||||||
| 9900 E 191st Street | Noblesville | IN | 46060 | NONE | PC | support for Haiti Svc & Med Ministry Program | $5,000 | |
| Juvenile Diabetes Research Foundation | ||||||||
| 8440 WOODFIELD CROSSING 201 | INDIANAPOLIS | IN | 46240 | NONE | PC | Team Blugreen | $250 | |
| The Leukemia and Lymphoma Society | ||||||||
| Attn Man Woman of the Year | Indianapolis | IN | 46260 | NONE | PC | GENERAL OPERATING SUPPORT | $500 | 9075 N Meridian St Ste 150 |
| Jameson Camp inc | ||||||||
| 2001 BRIDGEPORT ROAD | INDIANAPOLIS | IN | 46231 | NONE | PC | support 2014 May Breakfast fundraiser | $5,000 | |
| Foundation for Lutheran Child & Family Services | ||||||||
| 1525 North Ritter Avenue | Indianapolis | IN | 46219 | NONE | PC | support for Sharing Place food pantry in honor of The Walk | $500 | |
| Diabetes Youth Foundation of Indiana | ||||||||
| 817 South Tibbs Ave | Indianapolis | IN | 46241 | NONE | PC | GENERAL OPERATING SUPPORT | $500 | |
| Operation Homefront | ||||||||
| Great Lakes Field Office 4180 Kell | Holt | MI | 488421200 | NONE | PC | support financial assistance Marion & surrounding counties | $20,000 | Ste B |
| United Way of Central Indiana | ||||||||
| 3901 N Meridian St | Indianapolis | IN | 46208 | NONE | PC | general operating support | $10,000 | |
| Endometriosis Foundation of America | ||||||||
| 90 Park Avenue 17th Floor | New York | NY | 10016 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| International Human Benefit Services Inc | ||||||||
| 101 Piermont Road | Tenafly | NJ | 07670 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| Doctors Without Borders | ||||||||
| 333 Seventh Avenue 2nd Floor | New York | NY | 100015004 | NONE | PC | support treatment of Ebola patients around the world | $25,000 | |
| Planned Parenthood of Indiana | ||||||||
| 200 South Meridian St | Indianapolis | IN | 46225 | NONE | PC | general support-honor Gathering of Goddesses & Gods | $20,000 | Ste 400 |
| Catholic Relief Services | ||||||||
| 228 W Lexington St | Baltimore | MD | 21201 | NONE | PC | general operating support | $2,000 | |
| Wheeler Mission Ministries | ||||||||
| 205 East New York St | Indianapolis | IN | 46204 | NONE | PC | general operating support | $2,000 | |
| The Lord's Pantry | ||||||||
| P O Box 17104 | Indianapolis | IN | 46217 | NONE | PC | general operating support | $1,000 | |
| Traders Point Christian Church | ||||||||
| 6600 S Indianapolis Road | Whitestown | IN | 46075 | NONE | PC | funding for Boy Scout Pack 98 for mobile storage trailer | $5,000 | |
| Indiana Repertory Theatre | ||||||||
| 140 W WASHINGTON STREET | INDIANAPOLIS | IN | 46204 | NONE | PC | general operating support | $25,000 | |
| Butler University | ||||||||
| 4600 SUNSET AVENUE | INDIANAPOLIS | IN | 46208 | NONE | PC | VITA | $90,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,322,911 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 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 | |
| AMERICAN PIANISTS ASSOCIATION | ||||||||
| 4603 CLARENDON ROAD | INDIANAPOLIS | IN | 46208 | NONE | PC | GENERAL OPERATING SUPPORT | $500,000 | SUITE 030 |
| INDIANAPOLIS SYMPHONY SOCIETY | ||||||||
| 45 MONUMENT CIRCLE | INDIANAPOLIS | IN | 46204 | NONE | PC | GENERAL OPERATING SUPPORT | $150,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $775,000 | 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 | $698,062 | 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 | $2,514,960 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| PARTNERSHIP INCOME/LOSS | 525990 | $5,149 | 14 | $261,310 |
| OTHER INCOME/LOSS | 525990 | 14 | -$36,127 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $5,149 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,438,205 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,443,354 | 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 | $15,587 | Amt |
| Net Investment Income | $11,690 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,897 | 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 (34 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BLACKSTONE PARK AVENUE FUND | $3,072,104 | $4,457,340 |
| BLACKSTONE IF NONTAXABLE LP | $4,135,165 | $4,431,236 |
| BLACK DIAMOND CM OFFSHORE OPP. | $69,634 | $172,345 |
| SATURN INVESTMENTS | $0 | $0 |
| FINANCIAL STOCKS CAPITAL PTNRS | $198,480 | $360,736 |
| HOUSE INVESTMENTS - RE OPP FD | $0 | $0 |
| TIFF ABSOLUTE RETURN POOL | $3,202,462 | $4,383,762 |
| COMMODITIES | $1,040,911 | $640,864 |
| COLUMBUS CIRCLE | $0 | $0 |
| ATLANTA | $1,855,757 | $2,598,703 |
| NEUBERGER | $2,067,355 | $2,029,384 |
| NTPEF IV | $803,514 | $1,070,867 |
| EM DEBT | $428,673 | $358,252 |
| FIRST STATE | $2,909,802 | $2,888,492 |
| PE CASH | $0 | $0 |
| HARDING LOEVNER | $1,206,137 | $1,519,999 |
| TEMPLETON | $894,937 | $828,360 |
| NT PE V | $378,637 | $436,315 |
| TT MID CAP | $2,000,000 | $2,302,547 |
| BOCAGE CAPITAL | $1,000,000 | $1,045,593 |
| PASSIVE LADDER | $3,526,598 | $3,559,726 |
| WELLS FARGO S/T H/Y | $342,538 | $332,462 |
| METRO ULTRA SHORT | $919,793 | $919,752 |
| VAN RUSSELL VALUE | $1,060,614 | $1,410,339 |
| EAGLE | $2,205,845 | $2,913,958 |
| REAMS UNCONTRAINED | $507,483 | $486,321 |
| KNIGHTHEAD | $618,932 | $618,560 |
| FLAG | $159,642 | $136,009 |
| PESO FUND | $273,258 | $304,139 |
| NT PE VI | $37,968 | $35,031 |
| AEW | $503,549 | $504,144 |
| EAGLE GLOBAL | $197,630 | $176,632 |
| MFS INTL VALUE | $1,685,401 | $1,678,959 |
| VAN RUSSELL GROWTH | $4,053,335 | $4,290,271 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| STAFF COSTS | $1,815 | $1,815 | |
| POSTAGE & SHIPPING | $69 | $69 | |
| DUES & SUBSCRIPTIONS | $2,234 | $2,234 | |
| SOFTWARE MAINTENANCE | $14,794 | $14,794 | |
| INSURANCE | $2,787 | $2,787 | |
| TELEPHONE | $305 | $305 | |
| LICENSES | $55 | $55 | |
| PARTNERSHIP EXPENSE | $368,138 | $368,138 | |
| FEDERAL & STATE TAXES | $65,133 | ||
| OFFICE EXPENSES | $619 | $619 | |
| NON-DEDUCTIBLE K-1 EXPENSES | $188 | ||
| K-1 CHARITABLE CONTRIBUTIONS | $113 | $113 | |
| OTHER EXPENSE- M&G | $753 | $753 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PARTNERSHIP INCOME/LOSS | $266,459 | $261,310 |
| OTHER INCOME/LOSS | -$36,127 | -$36,127 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EMPLOYMENT TAXES | $4,969 | $4,969 | |
| FOREIGN TAXES | $7,100 | $7,100 |
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