RUTH LILLY PHILANTHROPIC FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- RUTH LILLY PHILANTHROPIC FOUNDATION (EIN 34-7206415)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-07
- IRS object ID
- 201441279349101024
- Schema version
- 2013v3.0
- 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
- Schedule B
- All Oth Prog Rltd Investments Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-07T10:29:07-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 347206415 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUTH LILLY PHILANTHROPIC FOUNDATION PNC BANK NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LILL | BusinessNameControlTxt |
| Phone | 4127625188 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 609 | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 152309738 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN ALRUTZ | PersonNm |
| Person Title | ASSISTANT VICE PRESIDENT | PersonTitleTxt |
| Phone | 4127625188 | PhoneNum |
| Signature | 2014-05-07 | SignatureDt |
| 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 | $157,792,643 | 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 | $82,900 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,698 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,698 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,201,244 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,201,244 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,532,063 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $78,864,221 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,760,570 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $10,817,905 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,963,512 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $676,754 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $308,377 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $368,377 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $45,527 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $45,527 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $542,397 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $542,397 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,148,174 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,174 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $38,051 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $38,051 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $137 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $137 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,451,040 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $859,085 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $451,955 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $16,766,202 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $16,766,202 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $19,217,242 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $859,085 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $17,218,157 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$8,399,337 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,104,427 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,596,469 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,640,941 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,640,941 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $36,543,933 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $44,995,754 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $15,777,491 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $17,819,224 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $140,071,999 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $79,589,464 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $86,336,724 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $147,668,468 | TotalAssetsBOYAmt |
| Total Assets EOY | $140,551,829 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $157,792,643 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $147,668,468 | CapitalStockBOYAmt |
| Capital Stock EOY | $138,519,758 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,032,071 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $147,668,468 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $140,551,829 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $147,668,468 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $140,551,829 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $147,668,468 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$8,399,337 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,282,766 | OtherIncreasesAmt |
| Subtotal | $140,551,897 | SubtotalAmt |
| Other Decreases | $68 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $140,551,829 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| SALES OF PUBLICLY TRADED SECURITIES | $77,838,624 | $71,474,422 | $6,364,202 | $6,364,202 | |
| PERRIGO CO, MANDATORY MERGER | $370,771 | $370,771 | $370,771 | P | |
| CAPITAL GAINS DIVIDENDS | $1,025,597 | $1,025,597 | $1,025,597 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,760,570 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $16,611,836 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $141,473,157 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.117420 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $16,860,531 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $91,148,800 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.184978 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $11,477,695 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $26,867,364 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.427198 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $10,028,116 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,529,907 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.331772 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $10,183,296 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,847,468 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.487162 | DistributionYr5Rt |
| Total Distribution | 3.548530 | TotalDistributionRt |
| Average Distribution | 0.709706 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $154,913,734 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $109,943,207 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $101,044 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $110,044,251 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $17,218,157 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $202,089 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $202,089 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $202,089 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $911,381 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $911,381 | TotalPaymentsAndCreditsAmt |
| Overpayment | $709,292 | OverpaymentAmt |
| Applied To ES Tax | $101,046 | AppliedToESTaxAmt |
| Refund | $608,246 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC BANK NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4127625188 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 LIBERTY AVENUE 10TH FLOOR | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 152222705 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| PNC BANK NA | ||||||||
| PO BOX 94651 | CLEVELAND | OH | 441014651 | TRUSTEE | 80.00 | $616,754 | $0 | $0 |
| ADELLE LILLY | ||||||||
| PO BOX 94651 | CLEVELAND | OH | 441014651 | ADVISORY COMMITTEE | 2.00 | $15,000 | $0 | $0 |
| JOSIAH LILLY | ||||||||
| PO BOX 94651 | CLEVELAND | OH | 441014651 | ADVISORY COMMITTEE | 2.00 | $30,000 | $0 | $0 |
| KORI CLARKE | ||||||||
| PO BOX 94651 | CLEVELAND | OH | 441014651 | ADVISORY COMMITTEE | 2.00 | $15,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $157,272,826 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $157,272,826 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $157,272,826 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,359,092 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $154,913,734 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,745,687 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,745,687 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $202,089 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $202,089 | TotalTaxAmt |
| Distributable Before Adj | $7,543,598 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $129,451 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,673,049 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,673,049 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $17,218,157 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $17,218,157 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $17,218,157 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,673,049 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $9,844,654 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $9,652,249 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $10,155,619 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $12,393,199 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $9,911,331 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $51,957,052 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $17,218,157 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,673,049 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,545,108 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $61,502,160 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $9,844,654 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $51,657,506 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $9,652,249 | ExcessFromYear4Amt |
| Excess From Year3 | $10,155,619 | ExcessFromYear3Amt |
| Excess From Year2 | $12,393,199 | ExcessFromYear2Amt |
| Excess From Year1 | $9,911,331 | ExcessFromYear1Amt |
| Excess From Current Year | $9,545,108 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (131 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN NATIONAL RED CROSSGREATER INDIANAPOLIS | ||||||||||||
| 441 E 10TH ST | INDIANAPOLIS | IN | 46202 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,383 | |||||
| AMERICAN NATIONAL RED CROSSGREATER INDIANAPOLIS | ||||||||||||
| 441 E 10TH ST | INDIANAPOLIS | IN | 46202 | N/A | PC | GENERAL SUPPORT | $160,000 | |||||
| AMERICAN NATIONAL RED CROSSGREATER INDIANAPOLIS | ||||||||||||
| 441 E 10TH ST | INDIANAPOLIS | IN | 46202 | N/A | PC | FOR USE IN MEETING THE NEEDS OF FOOD, CLOTHING, SHELTER, HEALTH CARE, TO VICTIMS OF DISASTERS WITHIN THE STATE OF INDIANA | $100,000 | |||||
| AMERICAN PORPHYRIA FOUNDATION | ||||||||||||
| 4900 WOODWAY STE 780 | HOUSTON | TX | 77056 | N/A | PUBLIC CHARITY | PROTECT THE FUTURE PROGRAM | $30,000 | |||||
| ANIMAL WELFARE LEAGUE OF KOSCIUSKO | ||||||||||||
| 3489 E 100 S PO BOX 1906 | WARSAW | IN | 46581 | N/A | PC | TO PURCHASE LAND & CONSTRUCT A NEW FACILITY | $150,000 | |||||
| ANIMAL WELFARE LEAGUE OF KOSCIUSKO | ||||||||||||
| 3489 E 100 S | WARSAW | IN | 46581 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $50,000 | |||||
| BIG BROTHERS BIG SISTERS OF MASSACHUSETTS BAY | ||||||||||||
| 75 FEDERAL STREET 8TH FLOOR | BOSTON | MA | 02110 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $30,000 | |||||
| BOCA GRANDE HEALTH CLINIC FDN | ||||||||||||
| 280 PARK AVE PO BOX 2340 | BOCA GRANDE | FL | 33921 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |||||
| BOCA GRANDE WOMEN'S CLUB INC | ||||||||||||
| PO BOX 65 | BOCA GRANDE | FL | 33921 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |||||
| BOYS AND GIRLS CLUB OF BOSTON | ||||||||||||
| 50 CONGRESS STREET STE 730 | BOSTON | MA | 02109 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $250,000 | |||||
| BOYS AND GIRLS CLUB OF LOWER MERRIMACK VALLEY | ||||||||||||
| 18 MAPLE STREET PO BOX 5906 | SALISBURY | MA | 01952 | N/A | PC | GENERAL SUPPORT | $50,000 | |||||
| BRIDGEPORT RESCUE MISSION | ||||||||||||
| 1088 FAIRFIELD AVENUE | BRIDGEPORT | CT | 06605 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $7,000 | |||||
| BUCKINGHAM BROWNE & NICHOLS SCHOOL | ||||||||||||
| 80 GERRYS LANDING ROAD | CAMBRIDGE | MA | 02138 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $250,000 | |||||
| BUILDING TOMORROW | ||||||||||||
| 407 N FULTON ST STE X | INDIANAPOLIS | IN | 46202 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $50,000 | |||||
| CAMPUS CRUSADE FOR CHRIST | ||||||||||||
| 100 LAKE HART DR | ORLANDO | FL | 32832 | N/A | PUBLIC CHARITY | RAY ALBREKSTON-5,000; KEITH SPENCE 5,000 | $10,000 | |||||
| CAPE COD CENTER FOR WOMEN INC | ||||||||||||
| PO BOX 141 | N FALMOUTH | MA | 02556 | N/A | PUBLIC CHARITY | FUNDING FOR A DEVELOPMENT CONSULTANT OR DEVELOPMENT DIRECTOR | $25,000 | |||||
| CAPE COD HEALTHCARE FOUNDATION | ||||||||||||
| 348 GIFFORD ST UNIT 4 | FALMOUTH | MA | 02540 | N/A | PUBLIC CHARITY | CAPITAL CAMPAIGN | $250,000 | |||||
| CAPE COD HEALTHCARE FOUNDATION | ||||||||||||
| 348C GIFFORD ST | FALMOUTH | MA | 02540 | N/A | PUBLIC CHARITY | EXCLUSIVE USE AND BENEFIT OF THE FALMOUTH HOSPITAL | $10,000 | |||||
| CHARLES A TINDLEY ACCELERATED SCHOOL | ||||||||||||
| 3960 MEADOWS DRIVE | INDIANAPOLIS | IN | 46205 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 | |||||
| COMMUNITY HEALTH CENTER OF CAPE COD | ||||||||||||
| 107 COMMERCIAL STREET | MASHPEE | MA | 02649 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $20,000 | |||||
| COMMUNITY HEALTH CENTER OF CAPE COD | ||||||||||||
| 107 COMMERCIAL STREET | MASHPEE | MA | 02649 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $100,000 | |||||
| CONNOR PRAIRIE LIVING HISTORY MUSEUM | ||||||||||||
| 13400 ALLISONVILLE RD | FISHERS | IN | 46038 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $300,000 | |||||
| COUNCIL OF CHURCHES OF GREATER | ||||||||||||
| 1100 BOSTON AVENUE BLDG 5A | BRIDGEPORT | CT | 06610 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 | |||||
| CROSSROADS OF AMERICA COUNCIL | ||||||||||||
| 7125 FALL CREEK ROAD NORTH | INDIANAPOLIS | IN | 46256 | N/A | PUBLIC CHARITY | CAPITAL CAMPAIGN | $5,000 | |||||
| CROWN HILL HERITAGE FOUNDATION | ||||||||||||
| 700 WEST 38TH STREET | INDIANAPOLIS | IN | 46208 | N/A | PUBLIC CHARITY | THE RESTORATION PROJECT | $10,000 | |||||
| DIOCESE OF NORTHERN UGANDA | ||||||||||||
| N/A | PC | RESTORATION OF CATHEDRAL | $63,000 | PO BOX 232 3 KM JUB ROAD | MICAN | GULU | UG | |||||
| DUKE UNIVERSITY DIVINITY SCHOOL | ||||||||||||
| PO BOX 90968 | DURHAM | NC | 27708 | N/A | PUBLIC CHARITY | RCONCILIATION STAFF SUPPORT FUND | $170,000 | |||||
| DUKE UNIVERSITY DIVINITY SCHOOL | ||||||||||||
| PO BOX 90968 | DURHAM | NC | 27708 | N/A | PUBLIC CHARITY | DUKE DIVINITY SCHOOL'S GLOBAL INTERFAITH PARTNERSHIP-INDIANA UMOJA PROJECT. | $45,000 | |||||
| DUKE UNIVERSITY | ||||||||||||
| DUKE UNIVERSITY | DALLAS | NC | 27708 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,230,000 | |||||
| DYSLEXIA INSTITUTE OF INDIANA | ||||||||||||
| 2511 E 46TH ST STE 0-2 | INDIANAPOLIS | IN | 46204 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $100,000 | |||||
| DYSLEXIA INSTITUTE OF INDIANA | ||||||||||||
| 8395 KEYSTONE XING STE 102 | INDIANAPOLIS | IN | 46240 | N/A | PUBLIC CHARITY | SCHOLARSHIPS FOR STUDENTS AND TEACHERS | $20,000 | |||||
| EARTH ISLAND INSTITUTE | ||||||||||||
| 2150 ALLSTON WAY STE 460 | BERKELEY | CA | 947041375 | N/A | PC | PLASTIC POLLUTION COALITION | $5,000 | |||||
| EITELJORG MUSEUM OF AMERICAN INDIANS | ||||||||||||
| 500 WEST WASHINGTON STREET | INDIANAPOLIS | IN | 46204 | N/A | PUBLIC CHARITY | THE CAPITAL CAMPAIGN | $10,000 | |||||
| ESKENAZI HEALTH FOUNDATION | ||||||||||||
| 1001 W TENTH ST | INDIANAPOLIS | IN | 46202 | N/A | PUBLIC CHARITY | CAPITAL CAMPAIGN | $70,000 | |||||
| FAIRBANKS HOSPITAL INC | ||||||||||||
| 8102 CLEARVISTA PKWY | INDIANAPOLIS | IN | 46256 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $60,000 | |||||
| FALMOUTH SERVICE CENTER | ||||||||||||
| PO BOX 208 | FALMOUTH | MA | 02541 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $100,000 | |||||
| FALMOUTH YOUTH HOCKEY LEAGUE | ||||||||||||
| 9 SKATING LANE | FALMOUTH | MA | 025402305 | N/A | PC | DEBT REDUCTION FOR THE NEW ARENA | $50,000 | |||||
| FOUNDATION FOR EVANGELISM | ||||||||||||
| PO BOX 985 | LAKE JUNALUSKA | NC | 28745 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $15,000 | |||||
| FRIENDS OF MINUTE MAN NATIONAL PARK | ||||||||||||
| 174 LIBERTY STREET | CONCORD | MA | 01742 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |||||
| GENNESARET FREE CLINICS | ||||||||||||
| 510 E 24TH STREET | INDIANAPOLIS | IN | 46205 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $14,000 | |||||
| GEORGE MERNAGH MEMORIAL FUND | ||||||||||||
| N/A | PC | GENERAL SUPPORT | $550,000 | FAIRYHOUSE ROAD | RATOATH | MEATH | EI | |||||
| GIRLS INC | ||||||||||||
| 120 WALL STREET | NEW YORK | NY | 10005 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $60,000 | |||||
| GOODWILL INDUSTRIES FDN OF CENTRAL INDIANA INC | ||||||||||||
| 1635 W MICHIGAN ST | INDIANAPOLIS | IN | 46222 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $170,000 | |||||
| GRACE COLLEGE | ||||||||||||
| 200 SEMINARY DRIVE | WINONA LAKE | IN | 46590 | N/A | PUBLIC CHARITY | LAKE WAWASEE PROJECT | $5,000 | |||||
| GRACE COLLEGE | ||||||||||||
| 200 SEMINARY DRIVE | WINONA LAKE | IN | 46590 | N/A | PUBLIC CHARITY | KOSCIUSKO LAKES & STREAMS PROGRAM | $5,000 | |||||
| GREENWICH ACADEMY | ||||||||||||
| 200 NORTH MAPLE AVENUE | GREENWICH | CT | 06830 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $35,000 | |||||
| HAPPY HOLLOW CHILDREN'S CAMP | ||||||||||||
| 615 N ALABAMA ST STE 228 | INDIANAPOLIS | IN | 46204 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |||||
| HAWTHORNE COMMUNITY CENTER | ||||||||||||
| 2440 W OHIO STREET | INDIANAPOLIS | IN | 46222 | N/A | PC | ITS CAPITAL CAMPAIGN | $250,000 | |||||
| HERITAGE MUSEUMS & GARDENS | ||||||||||||
| 67 GROVE STREET | SANDWICH | MA | 02563 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $175,000 | |||||
| HERITAGE MUSEUMS & GARDENS | ||||||||||||
| 67 GROVE STREET | SANDWICH | MA | 02563 | N/A | PUBLIC CHARITY | $100,000 TO THE ANNUAL FUND AND $125,000 FO THE STEM PROGRAM | $225,000 | |||||
| HERITAGE MUSEUMS & GARDENS | ||||||||||||
| 67 GROVE STREET | SANDWICH | MA | 02563 | N/A | PUBLIC CHARITY | OUTDOOR DISCOVERY PROGRAM FOR INDIANA'S MUSEUMS & SCHOOLS | $199,690 | |||||
| HERITAGE MUSEUMS & GARDENS | ||||||||||||
| 67 GROVE STREET | SANDWICH | MA | 02563 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $50,000 | |||||
| HOUSING ASSISTANCE CORPORATION | ||||||||||||
| 460 WEST MAIN STREET | HYANNIS | MA | 02601 | N/A | PC | CLIENT SERVICES FOR CARRIAGE HOUSE FALMOUTH, MA | $25,000 | |||||
| HOUSING FAMILIES | ||||||||||||
| 354 CROSS STREET | MALDEN | MA | 02148 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $40,000 | |||||
| INDIAN GOSPEL MISSION | ||||||||||||
| N/A | PC | GENERAL SUPPORT | $23,270 | 3 CHURCH STREET | GUDAVANCHERI | TAMIL NADU | IN | 603202 | ||||
| INDIAN GOSPEL MISSION | ||||||||||||
| STATE BANK OF NEW YORK 39 BROADWAY | NEW YORK | NY | 11935 | N/A | PUBLIC CHARITY | $20,874 MEDICAL MISSION, $3,550 DRINKING WATER PROJECT, $8,000 MINI GENERATOR FOR ORPHANAGES | $32,444 | |||||
| INDIANA HISTORICAL SOCIETY | ||||||||||||
| 450 WEST OHIO STREET | INDIANAPOLIS | IN | 46202 | N/A | PC | GENERAL SUPPORT | $200,000 | |||||
| INDIANA LANDMARKS | ||||||||||||
| 1201 CENTRAL AVENUE | INDIANAPOLIS | IN | 46202 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $100,000 | |||||
| INDIANA NATIONAL GUARD RELIEF FD | ||||||||||||
| 55 MONUMENT CIRCLE SUITE 800 | INDIANAPOLIS | IN | 46204 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 | |||||
| INDIANA STATE MUSEUM FOUNDATION | ||||||||||||
| 650 W WASHINGTON ST | INDIANAPOLIS | IN | 46204 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 | |||||
| INDIANA UNIVERSITY FDN FBO IU CENTER OF PHILANTHROPIC | ||||||||||||
| 550 WEST NORTH STREET SUITE 301 | INDIANAPOLIS | IN | 46202 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $4,149 | |||||
| INDIANA UNIVERSITY FDN FBO IU HERRON SCHOOL OF ART | ||||||||||||
| 735 W NEW YORK ST | INDIANAPOLIS | IN | 46202 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,383 | |||||
| INDIANA UNIVERSITY FOUNDATION | ||||||||||||
| 340 W MICHIGAN STREET | INDIANAPOLIS | IN | 46202 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,000,000 | |||||
| INDIANA UNIVERSITY FOUNDATION | ||||||||||||
| 340 W MICHIGAN STREET | INDIANAPOLIS | IN | 46202 | N/A | PC | TWO PROGRAMS WITHIN KELLEY SCHOOL OF BUSINESS: $12,500 TO THE YOUNG WOMEN'S INSTITUTE AND $12,500 TO CIVIC LEADERSHIP DEVELOPMENT | $25,000 | |||||
| INDIANA UNIVERSITY FOUNDATION | ||||||||||||
| 340 W MICHIGAN STREET | INDIANAPOLIS | IN | 46202 | N/A | PC | ELDORET KENYA PROJECT | $50,000 | |||||
| INDIANA UNIVERSITY FOUNDATION | ||||||||||||
| PO BOX 500 | BLOOMINGTON | IN | 47402 | N/A | PUBLIC CHARITY | INDIANA UNIVIVERSITY LILLY FAMILY SCHOOL OF PHILANTHROPY | $100,000 | |||||
| INDIANA VIRTUAL SCHOOL | ||||||||||||
| 2206 E 96TH STREET | INDIANAPOLIS | IN | 46240 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $30,000 | |||||
| INDIANAPOLIS MUSEUM OF ART | ||||||||||||
| 4000 MICHIGAN ROAD | INDIANAPOLIS | IN | 46208 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $75,000 | |||||
| INDIANAPOLIS MUSEUM OF ART | ||||||||||||
| 4000 MICHIGAN ROAD | INDIANAPOLIS | IN | 46208 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $152,500 | |||||
| INDIANAPOLIS SYMPHONY ORCHESTRA | ||||||||||||
| 32 E WASHINGTON STREET STE 600 | INDIANAPOLIS | IN | 46204 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $175,000 | |||||
| INDIANAPOLIS ZOOLOGICAL SOCIETY | ||||||||||||
| 1200 W WASHINGTON ST | INDIANAPOLIS | IN | 46222 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $150,000 | |||||
| INSTITUTE FOR GLOBAL ENGAGEMENT | ||||||||||||
| PO BOX 12205 | ARLINGTON | VA | 22219 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $30,000 | |||||
| JAMESON CAMP | ||||||||||||
| 2001 BRIDGEPORT ROAD | INDIANAPOLIS | IN | 46231 | N/A | PUBLIC CHARITY | LEADERSHIP PROGRAM | $265,000 | |||||
| JAMESON CAMP | ||||||||||||
| 2001 BRIDGEPORT ROAD | INDIANAPOLIS | IN | 46231 | N/A | PC | CAPITAL CAMPAIGN | $250,000 | |||||
| JUMPSTART YOUTH CONNECTION INC | ||||||||||||
| 5 MARKET ST STE 203C | AMESBURY | MA | 01913 | N/A | PUBLIC CHARITY | SUMMER YOUTH AND YOUNG WOMEN'S COUNSELING PROGRAMS | $30,000 | |||||
| KOSCIUSKO COUNTY COMMUNITY FOUNDATION | ||||||||||||
| 102 EAST MARKET STREET | WARSAW | IN | 46580 | N/A | PC | GENERAL SUPPORT | $100,000 | |||||
| LEGACY HOUSE | ||||||||||||
| 2505 NORTH ARLINGTON AVE | INDIANAPOLIS | IN | 46218 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $60,000 | |||||
| LOUIS PALAU ASSOCIATION | ||||||||||||
| PO BOX 50 | PORTLAND | OR | 972079907 | N/A | PC | THE NEW YORK CITY FESTIVAL PREPARATION FOR 2015 | $50,000 | |||||
| MARIAN UNIVERSITY | ||||||||||||
| 3200 COLD SPRING ROAD | INDIANAPOLIS | IN | 46222 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $50,000 | |||||
| MASSACHUSETTS GENERAL HOSPITAL | ||||||||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | N/A | PUBLIC CHARITY | 10,000-HOME BASE PROGRAM; 20,000-GENERAL FUND | $30,000 | |||||
| MENNONITE CENTRAL COMMITTEE | ||||||||||||
| 21 S 12TH ST PO BOX 500 | AKRON | PA | 17501 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $15,000 | |||||
| METHODIST HEALTH FOUNDATION | ||||||||||||
| PO BOX 7168 | INDIANAPOLIS | IN | 46207 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 | |||||
| NAMI CAPE COD | ||||||||||||
| 5 MARK LANE | HYANNIS | MA | 02601 | N/A | PC | GENERAL SUPPORT | $25,000 | |||||
| NATIONAL ASSOCIATION OF MENTAL ILLNESS OF INDIANA | ||||||||||||
| PO BOX 22697 | INDIANAPOLIS | IN | 46204 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $100,000 | |||||
| NEW ENGLAND CONSERVATORY | ||||||||||||
| 290 HUNTINGTON AVENUE | BOSTON | MA | 02115 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $250,000 | |||||
| NEW YORK CITY LEADERSHIP CENTER | ||||||||||||
| 4604 31ST AVE SECOND FLOOR | LONG ISLAND CITY | NY | 11103 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $30,000 | |||||
| OL LENTILLE FOUNDATION | ||||||||||||
| 1129 E 17TH AVENUE | DENVER | CO | 80218 | N/A | PC | NABAKISHO HEALTHCARE PROGRAM | $200,000 | |||||
| OL LENTILLE FOUNDATION | ||||||||||||
| 1129 E 17TH AVENUE | DENVER | CO | 80218 | N/A | PC | CHARITABLE CONTRIBUTION FOR WDP | $800,000 | |||||
| ONE FUND BOSTON | ||||||||||||
| PO BOX 990009 | BOSTON | MA | 02199 | N/A | PC | TO ASSIST THOSE AFFECTED BY THE BOSTON MARATHON TRAGEDY | $50,000 | |||||
| PARK TUDOR SCHOOL | ||||||||||||
| 7200 NORTH COLLEGE AVE | INDIANAPOLIS | IN | 46240 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |||||
| PIVOT MINISTRIES CRISIS CENTER | ||||||||||||
| 495 JANE ST | BRIDGEPORT | CT | 06608 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 | |||||
| PROGRESS HOUSE | ||||||||||||
| 201 SOUTH SHELBY STREET | INDIANAPOLIS | IN | 46202 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $14,000 | |||||
| REMOTE AREA MEDICAL FOUNDATION | ||||||||||||
| 2200 STOCK CREEK BLVD | ROCKFORD | TN | 37853 | N/A | PC | REACH ACROSS AMERICA PROGRAM & RURAL AMERICA PROGRAM | $50,000 | |||||
| RIGHT TO LIFE OF INDIANAPOLIS | ||||||||||||
| 1060 EAST 86TH STREET SUITE 61 B | INDIANAPOLIS | IN | 46240 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $15,000 | |||||
| RIGHT TURN BIZ INC | ||||||||||||
| 299 BROADWAY | ARLINGTON | MA | 02474 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 | |||||
| RUTH LILLY HEALTH EDUCATION CENTER | ||||||||||||
| 2055 N SENATE AVE | INDIANAPOLIS | IN | 46202 | N/A | PUBLIC CHARITY | LIFE LEADERSHIP | $1,383 | |||||
| SALT POND AREAS BIRD SANCTUARIES | ||||||||||||
| PO BOX 535 | WEST FALMOUTH | MA | 02574 | N/A | PC | GENERAL SUPPORT | $5,000 | |||||
| SAMARITAN EDUCATIONAL TRUST | ||||||||||||
| N/A | PUBLIC CHARITY | GENERAL SUPPORT | $50,000 | PO BOX 763 15 MILLERS ROAD KILPAUK | TAMIL NADU | IN | 12345 | |||||
| ST MARGARET'S HOSPITAL GUILD | ||||||||||||
| 3050 N MERIDIAN ST | INDIANAPOLIS | IN | 46208 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 | |||||
| ST VINCENT HOSPITAL FOUNDATION | ||||||||||||
| 8402 HARCOURT ROAD STE 210 | INDIANAPOLIS | IN | 46260 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 | |||||
| THAD'S EPISCOPAL CHURCH | ||||||||||||
| 1316 3RD STREET STE B4 | SANTA MONICA | CA | 90401 | N/A | PC | GENERAL SUPPORT | $2,500 | |||||
| THE AMERICAN FUND FOR CHARITIES | ||||||||||||
| 1000 NORTH WEST STREET STE 1200 | WILMINGTON | DE | 19801 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $900,000 | |||||
| THE AMERICAN FUND FOR CHARITIES | ||||||||||||
| 1000 NORTH WEST STREET STE 1200 | WILMINGTON | DE | 19801 | N/A | PUBLIC CHARITY | BENEFIT OF A.S.I.S. | $100,000 | |||||
| THE AMERICAN FUND FOR CHARITIES | ||||||||||||
| 1000 NORTH WEST STREET STE 1200 | WILMINGTON | DE | 19801 | N/A | PUBLIC CHARITY | BENEFIT A.K. ILEN COMPANY LTD | $50,000 | |||||
| THE BUCKLEY SCHOOL | ||||||||||||
| 3900 STANSBURY AVENUE | SHERMAN OAKS | CA | 91423 | N/A | PC | CAPITAL CAMPAIGN FOR MATH & SCHIENCES BUILDINGS | $2,500 | |||||
| THE BUSCH WILDLIFE SANTUARY | ||||||||||||
| 2500 JUPITER PARK DRIVE | JUPITER | FL | 33458 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $50,000 | |||||
| THE CHILDRENS MUSEUM OF INDIANAPOLIS | ||||||||||||
| 3000 N MERIDIAN ST | INDIANAPOLIS | IN | 46208 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $20,000 | |||||
| THE CHRISTAMORE HOUSE GUILD | ||||||||||||
| 502 NORTH TREMONT STREET | INDIANAPOLIS | IN | 46222 | N/A | PUBLIC CHARITY | CHRISTAMORE HOUSE'S NURSERY SCHOOL | $40,000 | |||||
| THE FENN SCHOOL | ||||||||||||
| 516 MONUMENT STREET | CONCORD | MA | 01742 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $250,000 | |||||
| THE GREENWOOD SCHOOL | ||||||||||||
| 14 GREENWOOD LANE | PUTNEY | VT | 05346 | N/A | PUBLIC CHARITY | ENDOWMENT FUND | $250,000 | |||||
| THE GREENWOOD SCHOOL | ||||||||||||
| 14 GREENWOOD LANE | PUTNEY | VT | 05346 | N/A | PUBLIC CHARITY | SCHOLARSHIPS TO STUDENTS WHO ARE RESIDENTS OF INDIANA | $153,200 | |||||
| THE HUMANE SOCIETY OF THE US | ||||||||||||
| 2100 L ST NW | WASHINGTON | DC | 20037 | N/A | PUBLIC CHARITY | WORKING TOGETHER TO PROTECT INDIANA ANIMALS PROGRAM | $150,000 | |||||
| THE ISLAND SCHOOL FOUNDATION INC | ||||||||||||
| PO BOX 6006 | LAWRENCEVILLE | NJ | 08648 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $50,000 | |||||
| THE LOS ANGELES TEAM MENTORING INC | ||||||||||||
| 714 W OLYMPIC BLVD STE 640 | LOS ANGELES | CA | 90015 | N/A | PC | GENERAL SUPPORT | $5,000 | |||||
| THE MIND TRUST INC | ||||||||||||
| 407 N FULTON ST STE 102 | INDIANAPOLIS | IN | 46202 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $40,000 | |||||
| THE MIND TRUST INC | ||||||||||||
| 407 N FULTON ST STE 102 | INDIANAPOLIS | IN | 46202 | N/A | PC | GENERAL SUPPORT | $10,000 | |||||
| THE NEW ORLEANS MUSICIANS CLINIC | ||||||||||||
| 1525 LOUISIANA AVENUE | NEW ORLEANS | LA | 70115 | N/A | PC | MEDICAL, DENTAL, DIABETIC CARE, & MENTAL HEALTH SERVICES FOR MUSICIANS & TRADITION BEARERS ONLY | $200,000 | |||||
| UNITED WAY OF CENTRAL INDIANA | ||||||||||||
| 3901 N MERIDIAN STREET PO BOX 88409 | INDIANAPOLIS | IN | 46208 | N/A | PUBLIC CHARITY | TO BE USED FOR THE LEGACY RUTH LILLY SMALL GRANTS PROGRAM | $1,500,000 | |||||
| UNITED WAY OF CENTRAL INDIANA | ||||||||||||
| 3901 N MERIDIAN STREET PO BOX 88409 | INDIANAPOLIS | IN | 46208 | N/A | PUBLIC CHARITY | TO BE USED FOR THE LILLY FAMILY EARLY CHILDHOOD PROJECT | $385,000 | |||||
| UNITED WAY OF CENTRAL INDIANA | ||||||||||||
| 3901 N MERIDIAN STREET PO BOX 88409 | INDIANAPOLIS | IN | 46208 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500,000 | |||||
| UNITED WAY OF CENTRAL INDIANA | ||||||||||||
| 3901 N MERIDIAN STREET PO BOX 88409 | INDIANAPOLIS | IN | 462080409 | N/A | PC | READY TO LEARN, READY TO EARN PROGRAM | $150,000 | |||||
| VOLUNTEERS OF AMERICA INDIANA | ||||||||||||
| 927 NORTH PENNSYLVANIA ST | INDIANAPOLIS | IN | 46204 | N/A | PUBLIC CHARITY | BENEFIT OF THEODORA HOUSE | $160,000 | |||||
| WAWASEE AREA CONSERVANCY FDN | ||||||||||||
| PO BOX 548 | SYRACUSE | IN | 46567 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $240,000 | |||||
| WESTPORT WESTON FAMILY YMCA | ||||||||||||
| 59 POST ROAD | WESTPORT | CT | 06880 | N/A | PUBLIC CHARITY | CAPITAL CAMPAIGN BUILDING WHAT MATTERS | $30,000 | |||||
| WHEELER MISSION MINISTRIES | ||||||||||||
| 205 E YORK STREET | INDIANAPOLIS | IN | 46204 | N/A | PC | RESTRICTED TO CAPITAL CAMPAIGN | $50,000 | |||||
| WWOZ RADIO | ||||||||||||
| PO BOX 51840 | NEW ORLEANS | LA | 70151 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |||||
| YMCA OF GREATER INDIANAPOLIS | ||||||||||||
| 615 N ALABAMA ST STE 200 | INDIANAPOLIS | IN | 46204 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 | |||||
| YONKERS FAMILY YMCA | ||||||||||||
| 17 RIVERDALE AVENUE | YONKERS | NY | 10701 | N/A | PC | CREATION OF A CHRISTIAN & FAMILY OUTREACH DEPT COORDINATOR POSITION | $50,000 | |||||
| YONKERS FAMILY YMCA | ||||||||||||
| 17 RIVERDALE AVENUE | YONKERS | NY | 10701 | N/A | PC | SPONSOR MEMBERSHIPS FOR 10 FAMILIES A YEAR | $1,800 | |||||
| YOUNG LIFE | ||||||||||||
| PO BOX 520 | COLORADO SPRINGS | CO | 80901 | N/A | PUBLIC CHARITY | THE YOUNG LIVES PROGRAM | $6,000 | |||||
| YOUNG LIFE | ||||||||||||
| PO BOX 520 | COLORADO SPRINGS | CO | 80901 | N/A | PC | THE FAIRFIELD CONNECTICUT PROGRAM | $30,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $16,766,202 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,698 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,201,244 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,532,063 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $10,735,005 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,735,005 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUTH LILLY IRR SPECIAL TRUST | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 94651 | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 44101 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $82,900 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $15,777,491 | EOYBookValueAmt |
| EOYFMV | $17,819,224 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $36,543,933 | EOYBookValueAmt |
| EOYFMV | $44,995,754 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS - FIXED INCOME | AT COST | $15,106,530 | $14,758,206 |
| MUTUAL FUNDS - EQUITIES | AT COST | $64,482,934 | $71,578,518 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (4 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BARNES & THORNBURG LLP | $1,980 | $0 | $1,980 |
| TAFT STETTINIUS & HOLLISTER LLP | $39,784 | $0 | $39,784 |
| LOURIE & CUTLER | $1,434 | $0 | $1,434 |
| DAY PITNEY | $2,329 | $0 | $2,329 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PRIOR YEAR INCOME AND EXPENSES REVERSED IN CURRENT YEAR | Description |
| Amount | $68 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADR SERVICE FEES | Desc |
| Revenue And Expenses Per Books | $137 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $137 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DIFFERENCE BETWEEN TAX COST AND CARRYING VALUE | $911,995 |
| RECEIPT DUE TO MANDATORY MERGER, PERRIGO, INC | $370,771 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| WEDGEWOOD PARTNERS | $30,961 | $30,961 | $0 |
| RCL ADVISORS INVESTMENT MANAGEMENT FEE | $51,778 | $51,778 | $0 |
| SAND CAPITAL MANAGEMENT | $27,248 | $27,248 | $0 |
| GOEZLER | $56,722 | $56,722 | $0 |
| BRYAN CAVE | $15,083 | $15,083 | $0 |
| TUPELO TREE INVESTMENT MANAGEMENT FEE | $360,605 | $360,605 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PRIOR YEAR EXTENSION EXCISE TAX BALANCE DUE | $240,000 | $0 | $0 |
| ESTIMATED TAX PAID FOR 12/31/13 | $900,000 | $0 | $0 |
| FOREIGN TAXES PAID | $8,174 | $8,174 | $0 |
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