Christel DeHaan Family Foundation Inc: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- Christel DeHaan Family Foundation Inc (EIN 35-1939960)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-11
- IRS object ID
- 201403159349100800
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Compensation Explanation
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-11T14:02:41-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 N Illinois Street | AddressLine1 |
| City | Indianapolis | City |
| State | IN | State |
| ZIP Code | 46204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| Address Line2 | Suite 1990 | AddressLine2 |
| City | Indianapolis | City |
| State | IN | State |
| ZIP Code | 46204 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOE SCHNEIDER | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 3174642333 | PhoneNum |
| Signature | 2014-11-17 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HOLLY M PANTZER | PreparerPersonNm |
| PTIN | P00137289 | PTIN |
| Phone | 3174642333 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $47,642,114 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $643,490 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $643,490 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,354,417 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,387,428 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,354,417 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,731 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,731 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,002,638 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,002,638 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $47,044 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $47,044 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $6,579 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $6,579 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,568 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,568 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $241 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $200 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $41 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,675 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $220 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $4,455 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $21,242 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $36,359 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $2,909 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $33,450 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $7 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $527,703 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $465,943 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $11,465 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $655,418 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $480,840 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $103,041 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $735,570 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $735,570 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,390,988 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $480,840 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $838,611 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,611,650 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,521,798 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,589,294 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $885,630 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $885,630 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,567 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $37,837,904 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $40,178,028 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $46,745,876 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $412,220 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $401,612 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $31,851 | LandBOYAmt |
| Land EOY | $10,608 | LandEOYAmt |
| Land EOYFMV | $10,608 | LandEOYFMVAmt |
| Total Assets BOY | $39,462,616 | TotalAssetsBOYAmt |
| Total Assets EOY | $41,074,266 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $47,642,114 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $39,462,616 | RetainedEarningBOYAmt |
| Retained Earning EOY | $41,074,266 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $39,462,616 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $41,074,266 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $39,462,616 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $41,074,266 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $39,462,616 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,611,650 | ExcessRevenueOverExpensesAmt |
| Subtotal | $41,074,266 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $41,074,266 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (39 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| COMMODITIES | 2013-01-01 | 2013-06-30 | $17,645 | $0 | $17,645 | $17,645 |
| COLUMBUS CIRCLE | 2013-01-01 | 2013-06-30 | $239,082 | $164,815 | $74,267 | $74,267 |
| COLUMBUS CIRCLE | 2012-01-01 | 2013-12-31 | $2,818,223 | $1,942,026 | $876,197 | $876,197 |
| ATLANTA | 2013-01-01 | 2013-06-30 | $7,270 | $5,630 | $1,640 | $1,640 |
| ATLANTA | 2012-01-01 | 2013-06-30 | $246,030 | $190,502 | $55,528 | $55,528 |
| WELLS FARGO S/T H/Y | 2013-01-01 | 2013-06-30 | $2,165 | $2,239 | -$74 | -$74 |
| WELLS FARGO S/T H/Y | 2012-01-01 | 2013-12-31 | $20,155 | $19,462 | $693 | $693 |
| REAMS UNCONSTRAINED | 2013-01-01 | 2013-06-30 | $0 | $4,695 | -$4,695 | -$4,695 |
| REAMS UNCONSTRAINED | 2012-01-01 | 2013-12-31 | $17,438 | $0 | $17,438 | $17,438 |
| TEMPLETON | 2012-01-01 | 2013-12-31 | $18,916 | $0 | $18,916 | $18,916 |
| NEUBERGER | 2013-01-01 | 2013-06-30 | $10,532 | $0 | $10,532 | $10,532 |
| NEUBERGER | 2012-01-01 | 2013-12-31 | $43,605 | $0 | $43,605 | $43,605 |
| EM DEBT K-1 | 2013-01-01 | 2013-06-30 | $0 | $245 | -$245 | -$245 |
| EM DEBT K-1 | 2012-01-01 | 2013-12-31 | $2,845 | $0 | $2,845 | $2,845 |
| FINANCIAL STOCKS CAPITAL PARTNERS III K-1 | 2012-01-01 | 2013-12-31 | $0 | $3,781 | -$3,781 | -$3,781 |
| FIRST STATE K-1 | 2013-01-01 | 2013-06-30 | $90,410 | $0 | $90,410 | $90,410 |
| FIRST STATE K-1 | 2012-01-01 | 2013-12-31 | $160,624 | $0 | $160,624 | $160,624 |
| HOUSE INVESTMENTS K-1 | 2013-01-01 | 2013-06-30 | $0 | $31,569 | -$31,569 | -$31,569 |
| HOUSE INVESTMENTS K-1 | 2012-01-01 | 2013-12-31 | $0 | $21,606 | -$21,606 | -$21,606 |
| ICAHN K-1 | 2012-01-01 | 2013-12-31 | $1 | $0 | $1 | $1 |
| BLACKSTONE K-1 | 2012-01-01 | 2013-12-31 | $267,248 | $0 | $267,248 | $267,248 |
| BPIF K-1 | 2012-01-01 | 2013-12-31 | $202,237 | $0 | $202,237 | $202,237 |
| NTPEF IV K-1 | 2013-01-01 | 2013-06-30 | $1,879 | $0 | $1,879 | $1,879 |
| NTPEF IV K-1 | 2012-01-01 | 2013-12-31 | $6,547 | $0 | $6,547 | $6,547 |
| NTPEF V K-1 | 2013-01-01 | 2013-06-30 | $559 | $0 | $559 | $559 |
| NTPEF V K-1 | 2012-01-01 | 2013-12-31 | $0 | $35,762 | -$35,762 | -$35,762 |
| NORTHERN TRUST - FI | 2013-01-01 | 2013-06-30 | $165,421 | $168,683 | -$3,262 | -$3,262 |
| NORTHERN TRUST - FI | 2012-01-01 | 2013-12-31 | $915,763 | $933,822 | -$18,059 | -$18,059 |
| FIDELITY INVESTMENTS | 2012-01-01 | 2013-12-31 | $0 | $1,645 | -$1,645 | -$1,645 |
| BDCM | 2012-01-01 | 2013-12-31 | $323,870 | $0 | $323,870 | $323,870 |
| VAN 500 INDEX | 2013-01-01 | 2013-06-30 | $548,125 | $496,191 | $51,934 | $51,934 |
| VAN EM | 2013-01-01 | 2013-06-30 | $179,518 | $202,556 | -$23,038 | -$23,038 |
| VAN RUSSEL VALUE | 2013-01-01 | 2013-06-30 | $133,920 | $119,262 | $14,658 | $14,658 |
| EAGLE | 2013-01-01 | 2013-06-30 | $18,489 | $18,331 | $158 | $158 |
| TEMPLETON | 2013-01-01 | 2013-06-30 | $0 | $3,814 | -$3,814 | -$3,814 |
| HARDING LOEVNER | 2013-01-01 | 2013-06-30 | $51,491 | $58,444 | -$6,953 | -$6,953 |
| HARDING LOEVNER | 2012-01-01 | 2013-12-31 | $243,810 | $0 | $243,810 | $243,810 |
| MCKEE | 2013-01-01 | 2013-06-30 | $569,023 | $565,001 | $4,022 | $4,022 |
| MCKEE | 2012-01-01 | 2013-12-31 | $3,064,587 | $3,042,930 | $21,657 | $21,657 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,354,417 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $776,694 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $41,442,801 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.018741 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $982,066 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $41,613,119 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.0236 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $733,277 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $38,813,862 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.018892 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $789,871 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $36,896,719 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.021408 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,108,582 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $42,903,164 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.025839 | DistributionYr5Rt |
| Total Distribution | 0.10848 | TotalDistributionRt |
| Average Distribution | 0.021696 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $45,101,330 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $978,518 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $25,218 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,003,736 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $838,611 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $50,436 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $50,436 | SubtotalAmt |
| Tax Based On Investment Income | $50,436 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $36,740 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $23,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $59,740 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $9,304 | OverpaymentAmt |
| Applied To ES Tax | $9,304 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46204 | ZIPCode |
| 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | 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 | SENIOR VP/SECRETARY | 5.0 | $0 | $0 | $0 |
| MARK WILLIS | ||||||||
| 10 W Market Street | Indianapolis | IN | 46204 | CHIEF INVESTMENT OFFICER | 8.0 | $0 | $0 | $0 |
| MELYNNE KLAUS | ||||||||
| 10 W Market Street | Indianapolis | IN | 46204 | EXECUTIVE DIRECTOR | 24.0 | $47,044 | $6,579 | $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 | $44,249,532 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,538,620 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $45,788,152 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $45,788,152 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $686,822 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $45,101,330 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,255,067 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,255,067 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $50,436 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $50,436 | TotalTaxAmt |
| Distributable Before Adj | $2,204,631 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,204,631 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,204,631 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $838,611 | 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 | $838,611 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $838,611 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,204,631 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $780,010 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $789,871 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $733,277 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $982,066 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $3,285,224 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $838,611 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $838,611 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,366,020 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,366,020 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,919,204 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,919,204 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $203,861 | ExcessFromYear4Amt |
| Excess From Year3 | $733,277 | ExcessFromYear3Amt |
| Excess From Year2 | $982,066 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | 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 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46204 | ZIPCode |
| 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 (80 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| Butler University | ||||||||
| 4600 SUNSET AVENUE | INDIANAPOLIS | IN | 46208 | NONE | PC | GENERAL OPERATING SUPPORT OF COMM ARTS SCHOOL | $80,000 | |
| 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 LATINO SCHOLARSHIP PROGRAM & SCHOLARSHIP FUND DINNER | $5,000 | |
| Culver Education Foundation | ||||||||
| 1300 ACADEMY ROAD | CULVER | IN | 46511 | NONE | PC | GENERAL OPERATING AND SCHOLARSHIP SUPPORT | $10,000 | |
| Delta Waterfowl Foundation | ||||||||
| PO BOX 3128 | BISMARCK | ND | 58502 | NONE | PC | general operating support | $10,000 | |
| Eiteljorg Museum | ||||||||
| 500 WEST WASHINGTON STREET | INDIANAPOLIS | IN | 46204 | NONE | PC | SUPPORT 21ST ANNUAL INDIAN FEST | $5,000 | |
| GuideStar | ||||||||
| 4801 COURTHOUSE STREET SUITE 220 | WILLIAMSBURG | VA | 23188 | NONE | PC | general operating support | $500 | |
| Harrison Center for the Arts | ||||||||
| 1505 NORTH DELAWARE STREET | INDIANAPOLIS | IN | 46202 | NONE | SO I | general operating support | $35,000 | |
| 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 | $2,500 | |
| Indianapolis Chamber Orchestra | ||||||||
| 4603 CLARENDON ROAD | INDIANAPOLIS | IN | 46208 | NONE | PC | support ICO string instructor at schools | $16,700 | |
| Indianapolis School of Ballet | ||||||||
| 502 N CAPITOL AVE | INDIANAPOLIS | IN | 46204 | NONE | PC | sponsorship of production - A MISUMMER NIGHT'S DREAM & NUTCRACKER | $5,000 | |
| Indianapolis Symphony Orchestra | ||||||||
| 46 MONUMENT CIRCLE | INDIANAPOLIS | IN | 46205 | NONE | PC | Christmas Concert | $50,000 | |
| National Multiple Sclerosis | ||||||||
| 3500 DEPAUW BOULEVARD | INDIANAPOLIS | IN | 46268 | NONE | PC | 2013 Indianapolis Market Walk | $350 | SUITE 1040 |
| National Wild Turkey Federation | ||||||||
| PO BOX 530 | EDGEFIELD | SC | 29824 | NONE | PC | SUPPORT OF STEUBEN CITY POKAGAN CHAPTER | $5,000 | |
| Pacer's Basketball Corporate Foundation | ||||||||
| 125 SOUTH PENNSYLVANIA STREET | INDIANAPOLIS | IN | 46204 | NONE | PC | support Get Fever Fit Educational Program | $10,000 | |
| Virginia Gentlemens Fdtn | ||||||||
| 582 LYNNHAVEN PARKWAY | VIRGINIA BEACH | VA | 23452 | NONE | PC | BENEFIT TEAM GOLD KEY CARES | $250 | SUITE 202 |
| Indianapolis Museum of Art | ||||||||
| 4000 Michigan Road | Indianapolis | IN | 46208 | NONE | PC | General Operating Support | $10,000 | |
| Indianapolis Symphony Orchestra | ||||||||
| 46 MONUMENT CIRCLE | Indianapolis | IN | 46205 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| Indiana Repertory Theatre | ||||||||
| 140 West Washington Street | Indianapolis | IN | 46204 | NONE | PC | SUPPORT CELEBRITY RADIO SHOW & IRT ANNUAL FUNDRAISER | $1,000 | |
| 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 MUSIC Hour" on WICR | $1,000 | |
| Athenaeum Docent Club | ||||||||
| 410 E Michigan Street | Indianapolis | IN | 46204 | NONE | PC | support PRODUCTION OF "MONTY PYTHON'S SPAMALOT" | $1,000 | |
| 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 breakfast | $5,000 | |
| Greater Indianapolis Literacy League | ||||||||
| 2450 North Meridian Street | Indianapolis | IN | 46208 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| Teachers' Treasures Inc | ||||||||
| 1800 E 10th Street | Indianapolis | IN | 46201 | NONE | PC | support of Dream Big event | $1,000 | |
| Association of Small Foundations | ||||||||
| 1720 N Street Northwest | Washington | DC | 20036 | NONE | PC | General Operating Support | $1,000 | |
| Fairbanks Hospital | ||||||||
| 8102 Clearvista Parkway | Indianapolis | IN | 46256 | NONE | PC | GENERAL OPERATING SUPPORT | $33,000 | |
| American Heart Association | ||||||||
| 6100 W 96th Street | Indianapolis | IN | 46278 | NONE | PC | SUPPORT OF 2013 HEART OF GOLD BALL | $3,000 | Suite 200 |
| ARTS OF LEARNING | ||||||||
| 3921 N MERIDIAN STREET | INDIANAPOLIS | IN | 462084011 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | SUITE 210 |
| THE CHILDREN'S MUSEUM OF INDIANAPOLIS | ||||||||
| 3000 N MERIDIAN STREET | INDIANAPOLIS | IN | 46208 | NONE | PC | SUPPORT 2013 JINGLE ARRGH THE WAY! PROGRAM | $25,000 | |
| HEARLTLAND ACTOR'S REPERTORY THEATRE | ||||||||
| 4600 SUNSET AVENUE | INDIANAPOLIS | IN | 46208 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | C/O BUTLER UNIVERSITY DEPARTMENT OF |
| INTERNATIONAL VIOLIN COMPETITION OF INDIANAPOLIS | ||||||||
| 32 E WASHINGTON STREET | INDIANAPOLIS | IN | 46204 | NONE | PC | SUPPORT 2014 ORIGINAL SCORE COMPETITION | $45,000 | SUITE 1320 |
| INDIANAPOLIS SYMPHONY ORCHESTRA | ||||||||
| 46 MONUMENT CIRCLE | INDIANAPOLIS | IN | 46205 | NONE | PC | 2013 OPENING GALA | $70 | |
| AMERICAN PIANISTS ASSOCIATION | ||||||||
| 4603 CLARENDON ROAD | INDIANAPOLIS | IN | 46208 | NONE | PC | SUPPORT GALA FINALS OF CLASSICAL FELLOWSHIP AWARDS | $600 | |
| COMMUNITY FOUNDATION OF BOONE COUNTY | ||||||||
| 60 E CEDAR STREET | ZIONSVILLE | IN | 46077 | NONE | PC | SUPPORT ZBOP MUSIC INSTRUMENT FUND | $2,500 | PO BOX 92 |
| THE CENTER FOR THE PERFORMING ARTS INC | ||||||||
| 355 CITY CENTER DRIVE | CARMEL | IN | 46032 | NONE | PC | SUPPORT GOVERNOR'S ARTS AWARDS EVENT | $2,500 | |
| TWIN CITIES CONCERT ASSOCIATION | ||||||||
| PO BOX 205 | NEVADA CITY | CA | 95959 | NONE | PC | SUPPORT APA MINI-FESTIVAL | $2,500 | |
| DANCE KALEIDOSCOPE | ||||||||
| 4603 CLARENDON ROAD | INDIANAPOLIS | IN | 46208 | NONE | PC | SUPPORT REVEL'S "DAPHNIS AND CHLOE" | $10,000 | |
| THE HEALTH FOUNDATION OF GREATER INDIANAPOLIS | ||||||||
| 429 E VERMONT STREET | INDIANAPOLIS | IN | 46204 | NONE | PF | HIV PREVENTION | $5,000 | SUITE 400 |
| 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 GERMANFEST | $3,000 | |
| 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 | $2,500 | |
| YOUNG ACTORS THEATRE | ||||||||
| 401 E MICHIGAN STREET | INDIANAPOLIS | IN | 46204 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| GREATER INDIANAPOLIS PROGRESS COMMITTEE | ||||||||
| 200 E WASHINGTON STREET | INDIANAPOLIS | IN | 46204 | NONE | PC | SUPPORT MAYOR'S CELEBRATION OF DIVERSITY AWARDS | $500 | |
| TRINITY EPISCOPAL CHURCH | ||||||||
| 3243 N MERIDIAN STREET | INDIANAPOLIS | IN | 462084677 | NONE | PC | SUPPORT MERIDIAN SONG PROJECT'S "EVENING WITH MY FRIENDS" | $500 | |
| IVY TECH COMMUNITY COLLEGE | ||||||||
| 50 W FALL CREEK PARKWAY N DRIVE | INDIANAPOLIS | IN | 46208 | NONE | PC | SUPPORT 50TH ANNIVERSARY GALA | $5,000 | |
| TIDES FOUNDATION | ||||||||
| 1014 TORNEY AVENUE | SAN FRANCISCO | CA | 941291755 | NONE | PC | SUPPORT 101X10 FUND FOR GIRLS EDUCATION | $1,000 | |
| CATHEDRAL TRUSTEES INC | ||||||||
| 5225 EAST 56TH STREET | INDIANAPOLIS | IN | 46226 | NONE | PC | SUPPORT CATHEDRAL HIGH SCHOOL | $500 | |
| CHARTER FOR ACCELERATED LEARNING INC | ||||||||
| 3960 MEADOWS DRIVE | INDIANAPOLIS | IN | 46205 | NONE | PC | SUPPORT 2013 TINDLEY TRAILBLAZER DINNER | $3,000 | |
| RODMAN RIDE FOR KIDS | ||||||||
| 10 LINCOLN ROAD | FOXBOROUGH | MA | 02035 | NONE | PC | SUPPORT AMERICAN SCORES BOSTON | $2,500 | |
| FRIEDMAN FOUNDATION FOR EDUCATIONAL CHOICE | ||||||||
| ONE AMERICAN SQUARE | INDIANAPOLIS | IN | 46282 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | SUITE 2420 |
| 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 FOUNDATI | ||||||||
| 1031 E WASHINGTON STREET | INDIANAPOLIS | IN | 462023952 | NONE | PC | GENERAL OPERATINGS SUPPORT | $10,000 | |
| GIRLS INCORPORATED OF INDIANAPOLIS | ||||||||
| 3935 N MERIDIAN STREET | INDIANAPOLIS | IN | 46208 | NONE | PC | GENERAL OPERATING SUPPORT | $500 | |
| GIRLS INCORPORATED OF INDIANAPOLIS | ||||||||
| 3935 N MERIDIAN STREET | INDIANAPOLIS | IN | 46208 | NONE | PC | SUPPORT TOUCHSTONE AWARDS | $1,000 | |
| HAWTHORNE SOCIAL SERVICE ASSOCIATION | ||||||||
| 2440 W OHIO STREET | INDIANAPOLIS | IN | 46222 | NONE | PC | SUPPORT HAWTHORNE NEIGHBORHOOD EVENT AGAINST CRIME | $250 | |
| CATCH THE STARS FOUNDATION INC | ||||||||
| PO BOX 53337 | INDIANAPOLIS | IN | 462530337 | NONE | PC | SUPPORT COURT STARS & CHAMPS PROGRAMS | $3,000 | |
| ARTS COUNCIL OF INDIANAPOLIS | ||||||||
| 924 N PENNSYLVANIA STREET | INDIANAPOLIS | IN | 46204 | NONE | PC | SUPPORT ARTS SURVEY & BENCHMARKING INITIATIVE | $40,000 | |
| NATIONAL WILD TURKEY FEDERATION | ||||||||
| PO BOX 530 | EDGEFIELD | SC | 29824 | NONE | PC | SUUPPORT THE WOMEN IN THE OUTDOORS PROGRAM | $6,000 | |
| ANIMALIA INC | ||||||||
| 7993 N US 52 | THORNTOWN | IN | 46071 | NONE | PC | GENERAL OPERATING SUPPORT | $100 | |
| DELTA WATERFOWL FOUNDATION | ||||||||
| PO BOX 3128 | BISMARK | ND | 58502 | NONE | PC | GENERAL OPERATING SUPPORT | $6,000 | |
| INDIANAPOLIS ZOOLOGICAL SOCIETY | ||||||||
| PO BOX 22309 | INDIANAPOLIS | IN | 46222 | NONE | PC | SUPPORT INDIANAPOLIS PRIZE & GALA EVENT | $10,000 | |
| SPECIAL OLYMPICS INDIANA | ||||||||
| 6100 W 96TH STREET | INDIANAPOLIS | IN | 46278 | NONE | PC | GENERAL OPERATING SUPPORT | $250 | SUITE 270 |
| COVENANT HOUSE | ||||||||
| 460 W 41ST STREET | NEW YORK | NY | 10036 | NONE | PC | SUPPORT MARCH SLEEPOUT EVENT | $500 | |
| COMMUNITY FOUNDATION OF BOONE COUNTY | ||||||||
| 60 E CEDAR STREET | ZIONSVILLE | IN | 46077 | NONE | PC | SUPPORT K-9 DOG PROGRAM | $7,500 | PO BOX 92 |
| STEUBEN COUNTY CANCER ASSOCIATION | ||||||||
| 516 E MAUMEE STREET | ANGOLA | IN | 46703 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| PALMYRA FOUNDATION INC | ||||||||
| 119 WEST 57TH STREET | NEW YORK | NY | 10019 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| VILLAGE OF MERICI INC | ||||||||
| 5023 E 56TH STREET | INDIANAPOLIS | IN | 462261471 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | SUITE 320B |
| HAWTHORNE SOCIAL SERVICE ASSOCIATION | ||||||||
| 2440 W OHIO STREET | INDIANAPOLIS | IN | 46222 | NONE | PC | SUPPORT HAWTHORNE HOOTENANNY FESTIVAL | $500 | |
| PROGRESS HOUSE | ||||||||
| 201 SHELBY STREET | INDIANAPOLIS | IN | 46202 | NONE | PC | SUPPORT FIGHT NIGHT | $1,000 | |
| INDIANA ORGAN PROCUREMENT ORGANIZATION | ||||||||
| 3760 GUION ROAD | INDIANAPOLIS | IN | 46222 | NONE | PC | SUPPORT "THE ANGEL FUND" | $5,000 | |
| CAMPTOWN INC | ||||||||
| 7998 GEORGETOWN ROAD | INDIANAPOLIS | IN | 46268 | NONE | PC | SUPPORT CAMPTOWN TRAILBLAZER BREAKFAST | $1,500 | SUITE 700 |
| INDIANA REPERTORY THEATRE | ||||||||
| 140 W WASHINGTON STREET | INDIANAPOLIS | IN | 46204 | NONE | PC | SUPPORT 2012 CHALLENGE | $20,000 | |
| BUTLER UNIVERSITY | ||||||||
| 4600 SUNSET AVENUE | INDIANAPOLIS | IN | 46208 | NONE | PC | SUPPORT VISITING INTERNATIONAL THEATRE ARTIST | $35,000 | |
| INDIANAPOLIS ZOOLOGICAL SOCIETY | ||||||||
| PO BOX 22309 | INDIANAPOLIS | IN | 46222 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $735,570 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| BUTLER UNIVERSITY | ||||||||
| 4600 SUNSET AVENUE | INDIANAPOLIS | IN | 46208 | NONE | PC | GENERAL OPERATING SUPPORT OF VISITING INTERNATIONAL THEATRE SUPPORT PROGRAM | $90,000 | |
| 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 | |
| INDIANA REPERTORY THEATRE | ||||||||
| 140 WEST WASHINGTON STREET | INDIANAPOLIS | IN | 46204 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| AMERICAN PIANISTS ASSOCIATION | ||||||||
| 4603 CLARENDON ROAD | INDIANAPOLIS | IN | 46208 | NONE | PC | GENERAL OPERATING SUPPORT | $500,000 | SUITE 030 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $740,000 | 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 | $643,490 | 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 | $2,354,417 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME/LOSS | Desc |
| Business | 525990 | BusinessCd |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,731 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,002,638 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,002,638 | 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 | $11,568 | Amt |
| Net Investment Income | $11,568 | NetInvestmentIncomeAmt |
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
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HEALTH FOUNDATION OF GREATER INDPLS | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 429 E VERMONT STREET SUITE 400 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | $5,000 | GrantAmt |
| Purpose Of Grant | HIV PREVENTION | PurposeOfGrantTxt |
| Expended By Grantee | $5,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 09/09/2014 | DatesOfReportsByGranteeTxt |
| Verification | 2014-09-09 | VerificationDt |
| Results Of Verification | CHRISTEL DEHAAN FAMILY FOUNDATION RECEIVED CONFIRMATION THAT THE ENTIRE GRANT GIVEN TO THE HEALTH FOUNDATION OF GREATER INDIANAPOLIS WAS GRANTED TO THE DAMIEN CENTER, A QUALIFIED PUBLIC CHARITY UNDER IRC 509(a)(2) ON 9/9/14. | ResultsOfVerificationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | HORIZON | StockNm |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (32 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BLACKSTONE PARK AVENUE FUND | $2,786,107 | $4,006,364 |
| BLACKSTONE IF NONTAXABLE LP | $3,384,371 | $3,656,690 |
| BLACK DIAMOND CM OFFSHORE OPP. | $126,801 | $218,758 |
| SATURN INVESTMENTS | $100 | $100 |
| FINANCIAL STOCKS CAPITAL PTNRS | $403,225 | $391,039 |
| HOUSE INVESTMENTS - RE OPP FD | $35,679 | $35,679 |
| TIFF ABSOLUTE RETURN POOL | $2,866,398 | $3,946,653 |
| COMMODITIES | $1,185,786 | $864,862 |
| COLUMBUS CIRCLE | $3,547,344 | $4,900,566 |
| MCKEE | $0 | $0 |
| ATLANTA | $1,692,840 | $2,530,966 |
| NEUBERGER | $2,292,906 | $2,373,325 |
| NTPEF IV | $602,709 | $709,624 |
| EM DEBT | $436,018 | $389,722 |
| FIRST STATE | $2,705,277 | $2,906,180 |
| PE CASH | $55,003 | $55,003 |
| AXIOM INTERNATIONAL EQUITY | $0 | $0 |
| FI TOTAL RETURN | $0 | $0 |
| HARDING LOEVNER | $2,006,146 | $2,539,858 |
| TEMPLETON | $836,792 | $813,418 |
| NT PE V | $222,810 | $228,370 |
| TT MID CAP | $2,000,000 | $2,243,408 |
| BOCAGE CAPITAL | $1,000,000 | $942,786 |
| PASSIVE LADDER | $3,966,236 | $4,008,033 |
| WELLS FARGO S/T H/Y | $388,447 | $386,948 |
| METRO ULTRA SHORT | $2,907,765 | $2,914,533 |
| VAN RUSSELL VALUE | $1,932,002 | $2,342,075 |
| EAGLE | $2,069,912 | $2,591,247 |
| REAMS UNCONTRAINED | $503,241 | $507,928 |
| KNIGHTHEAD | $64,762 | $62,329 |
| FLAG | $14,693 | $12,734 |
| PESO FUND | $144,658 | $166,678 |
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| STAFF COSTS | $852 | $852 | |
| POSTAGE & SHIPPING | $39 | $39 | |
| DUES & SUBSCRIPTIONS | $2,150 | $2,150 | |
| SOFTWARE MAINTENANCE | $5,187 | $5,187 | |
| INSURANCE | $2,616 | $2,616 | |
| TELEPHONE | $460 | $460 | |
| LICENSES | $55 | $55 | |
| PARTNERSHIP EXPENSE | $465,943 | $465,943 | |
| FEDERAL TAXES | $50,207 | ||
| OFFICE EXPENSES | $84 | $84 | |
| NON-DEDUCTIBLE K-1 EXPENSES | $88 | ||
| K-1 CHARITABLE CONTRIBUTIONS | $22 | $22 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PARTNERSHIP INCOME/LOSS | $3,337 | $3,337 |
| OTHER INCOME | $1,394 | $1,394 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| OTHER PROFESSIONAL FEES | $41 | $41 | |
| PRORATED FIDUCIARY FEES | $200 | $200 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EMPLOYMENT TAXES | $4,455 | $4,455 | |
| FOREIGN TAXES | $220 | $220 |
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