HEALTH FOUNDATION OF GREATER INDIANAPOLIS INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- HEALTH FOUNDATION OF GREATER INDIANAPOLIS INC (EIN 35-6203550)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-06-19
- IRS object ID
- 201301709349100600
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-06-19T10:16:13-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351178661 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLUE & CO LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE AMERICAN SQUARE 2200 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46282 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 356203550 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HEALTH FOUNDATION OF GREATER | BusinessNameLine1 |
| Business Name Line2 | INDIANAPOLIS INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HEAL | NameControl |
| Phone | 3176301805 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 429 E VERMONT STREET NO 300 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46202 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BETTY WILSON | Name |
| Title | PRESIDENT & CEO | Title |
| Phone | 3176301805 | Phone |
| Date Signed | 2013-06-19 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | AMBER KOCHER CPA | Name |
| PTIN | P01286298 | PTIN |
| Phone | 3176334705 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 21035160 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 656982 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 2130 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 2130 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 427365 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 427365 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 117148 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 7302712 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 117148 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 255034 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 255034 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 1458659 | TotalRevenueAndExpenses |
| Total Net Investment Income | 546643 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 255034 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 142541 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 115458 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 339265 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 0 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Adj Net Incm | 0 | OthEmplSlrsWgsAdjNetIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 274805 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 48184 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Net Invst Incm | 0 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Adj Net Incm | 0 | PensionEmplBnftAdjNetIncm |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 39029 | PensionEmplBnftDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 19103 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Adj Net Incm | 0 | LegalFeesAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 15473 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 57063 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 46221 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 18528 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 0 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 0 | OtherProfFeesAdjNetIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 15008 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 80644 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 65322 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 129218 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Deprec And Depletion Adj Net Incm | 0 | DeprecAndDepletionAdjNetIncm |
| Other Expenses Rev And Expnss | 480880 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 59556 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 341273 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1315426 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 59556 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 912589 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1344500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1401868 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 2659926 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 59556 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 2314457 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -1201267 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 487087 | NetInvestmentIncome |
| Adjusted Net Income | 255034 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 1375203 | CashBOY |
| Cash EOY | 1198236 | CashEOY |
| Cash EOYFMV | 1198236 | CashEOYFMV |
| Investments Govt Oblig BOY | 8488189 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 10148554 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 9597936 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 8963823 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 5612096 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 5322805 | InvestmentsCorpStockEOYFMV |
| Land Building And Equipment Basis | 4631375 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 732711 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 3758492 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 3898664 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 3898664 | LandBuildingAndEquipmentEOYFMV |
| Other Assets BOY | 469311 | OtherAssetsBOY |
| Other Assets EOY | 1017519 | OtherAssetsEOY |
| Other Assets EOYFMV | 1017519 | OtherAssetsEOYFMV |
| Total Assets BOY | 23055018 | TotalAssetsBOY |
| Total Assets EOY | 21875069 | TotalAssetsEOY |
| Total Assets EOYFMV | 21035160 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 101472 | AccountsPayableBOY |
| Accounts Payable EOY | 209561 | AccountsPayableEOY |
| Grants Payable BOY | 1602035 | GrantsPayableBOY |
| Grants Payable EOY | 1544667 | GrantsPayableEOY |
| Deferred Revenue BOY | 28856 | DeferredRevenueBOY |
| Deferred Revenue EOY | 1072 | DeferredRevenueEOY |
| Other Liabilities BOY | 15838 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 14219 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 1748201 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1769519 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 20668257 | UnrestrictedBOY |
| Unrestricted EOY | 19392867 | UnrestrictedEOY |
| Temporarily Restricted BOY | 638560 | TemporarilyRestrictedBOY |
| Temporarily Restricted EOY | 712683 | TemporarilyRestrictedEOY |
| Total Net Assets BOY | 21306817 | TotalNetAssetsBOY |
| Total Net Assets EOY | 20105550 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 23055018 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 21875069 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 21306817 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -1201267 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 20105550 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 20105550 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | VARIOUS MARKETABLE | DescriptionOfAsset |
| Gross Sales Price | 7302712 | GrossSalesPrice |
| Cost Or Other Basis | 7185564 | CostOrOtherBasis |
| Gain Or Loss | 117148 | GainOrLoss |
| Gains Minus Excess Or Losses | 117148 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 117148 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 3540369 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 12912934 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.274172 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 3047731 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 19252787 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.158301 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 2836005 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 18646430 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.152094 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 3147153 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 23535083 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.133722 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 3230848 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 31395124 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.102909 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.821198 | TotalDistributionRatio |
| Average Distribution Ratio | 0.164240 | AverageDistributionRatio |
| Net Noncharitable Assets | 6852055 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1125382 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 4871 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1130253 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 2314457 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 4871 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 4871 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 4871 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 21400 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 21400 | TotalCreditsAndPayments |
| Overpayment | 16529 | Overpayment |
| Amount Credited To Next Year | 4880 | AmountCreditedToNextYear |
| Amount To Be Refunded | 11649 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 1 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | IN | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | WWW.THFGI.ORG | WebsiteAddress |
| Books In Care Of Person Name | BETTY WILSON | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3176301805 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 429 VERMONT STREET | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (13 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| BETTY WILSON | ||||||||
| 429 E VERMONT STREET | INDIANAPOLIS | IN | 46202 | PRESIDENT & CEO | 50.00 | 142541 | 9265 | 0 |
| DWAYNE C ISAACS | ||||||||
| 429 E VERMONT STREET | INDIANAPOLIS | IN | 46202 | CHAIR | 2.00 | 0 | 0 | 0 |
| MONICA MEDINA | ||||||||
| 429 E VERMONT STREET | INDIANAPOLIS | IN | 46202 | VICE CHAIR | 2.00 | 0 | 0 | 0 |
| DAVID SUESS | ||||||||
| 429 E VERMONT STREET | INDIANAPOLIS | IN | 46202 | SECRETARY | 2.00 | 0 | 0 | 0 |
| KENNETH HULL | ||||||||
| 429 E VERMONT STREET | INDIANAPOLIS | IN | 46202 | TREASURER | 2.00 | 0 | 0 | 0 |
| ANNE BELCHER | ||||||||
| 429 E VERMONT STREET | INDIANAPOLIS | IN | 46202 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| MICHAEL CARTER | ||||||||
| 429 E VERMONT STREET | INDIANAPOLIS | IN | 46202 | TREASURER | 1.00 | 0 | 0 | 0 |
| TERESA CRAIG CPA | ||||||||
| 429 E VERMONT STREET | INDIANAPOLIS | IN | 46202 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| JOHN HALL | ||||||||
| 429 E VERMONT STREET | INDIANAPOLIS | IN | 46202 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| DAVID KELLEHER | ||||||||
| 429 E VERMONT STREET | INDIANAPOLIS | IN | 46202 | TREASURER | 1.00 | 0 | 0 | 0 |
| PATRICIA RILEY | ||||||||
| 429 E VERMONT STREET | INDIANAPOLIS | IN | 46202 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| ROBERT ROBINSON | ||||||||
| 429 E VERMONT STREET | INDIANAPOLIS | IN | 46202 | TREASURER | 1.00 | 0 | 0 | 0 |
| AUDREY SATTERBLOM | ||||||||
| 429 E VERMONT STREET | INDIANAPOLIS | IN | 46202 | TREASURER | 1.00 | 0 | 0 | 0 |
Compensation Of Highest Paid Empl CompensationOfHighestPaidEmpl (3 entries)
| NameName | Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Average Hours Per WeekAverageHoursPerWeek | CompensationCompensation | Employee BenefitsEmployeeBenefits | Expense AccountExpenseAccount |
|---|---|---|---|---|---|---|---|---|---|
| KATHY NAGLER | 429 E VERMONT STREET SUITE 300 | INDIANAPOLIS | IN | 46202 | DEVELOPMENT DIRECTOR | 30.00 | 62901 | 4089 | 0 |
| JUDY MUHL | 429 E VERMONT STREET SUITE 300 | INDIANAPOLIS | IN | 46202 | GRANTS MANAGER | 37.50 | 56043 | 3643 | 0 |
| JASON GRISELL | 429 E VERMONT STREET SUITE 300 | INDIANAPOLIS | IN | 46202 | PROGRAM MANAGER | 37.50 | 53263 | 3462 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 5669681 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1286720 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 6956401 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 6956401 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 104346 | CashDeemedCharitable |
| Net Noncharitable Assets | 6852055 | NetNoncharitableAssets |
| Minimum Investment Return | 342603 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 342603 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 4871 | TaxBasedOnInvestmentIncome |
| Total Tax | 4871 | TotalTax |
| Distributable Amount Before Adj | 337732 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 337732 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 337732 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 2314457 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 2314457 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 4871 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 2309586 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 337732 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 1732566 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 1978273 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 1908515 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 2110558 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 2969080 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 10698992 | TotalExcessDistriCarryover |
| Qualifying Distributions | 2314457 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 337732 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 1976725 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 12675717 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 1732566 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 10943151 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 1978273 | ExcessFromYear4 |
| Excess From Year3 | 1908515 | ExcessFromYear3 |
| Excess From Year2 | 2110558 | ExcessFromYear2 |
| Excess From Year1 | 2969080 | ExcessFromYear1 |
| Excess From Current Year | 1976725 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | THE HEALTH FOUNDATION OF GREATER IN | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 429 E VERMONT STREET SUITE 300 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 3176301805 | RecipientPhoneNumber |
| Form And Info And Materials | POTENTIAL GRANTEES CAN INQUIRY PER PHONE/LETTER FOR PROSPECTIVE PROPOSALS; A FOLLOW UP MEETING IS CONDUCTED TO DISCUSS DETAILS AND ADDITIONAL INFO NEEDED. THE FOLLOWING ARE ESSENTIAL DURING THE PROPOSAL PURPOSE: 1)BRIEF SUMMARY (APPLICANT AGENCY,AMOUNT REQUESTED,PURPOSE,TIME FRAME,EXPECTED RESULTS,CONTRACT INFO: NAME, ADDRESS, & TELEPHONE). COVER LETTER OR COVER SHEET W/SINGLE PAGE SYNOPSIS ARE ACCEPTABLE. 2)NARRATIVE (W/PROGRAM PROCEDURE DETAILS,PERSONNEL INVOLVED,ANTICIPATED OUTCOMES,MONITORING PROCEDURES). 3)COPY OF ORG'S IRS DETERMINATION LETTER INDICATING TAX EXEMPT STATUS. (PROPOSAL WILL NOT BE EVALUATED W/OUT #3). 4)DETAILED BUDGET (INCLD: PROJECTED INC/EXP). (NEW PROGRAMS MUST SUBMIT PRIOR INC/EXP STMTS & AUDITED FINANCIAL STMTS). 5)VERIFICATION OF ORG'S GOVERNING BODY AUTHORIZATION. 6)LISTING OF ORG'S GOVERNING BODY & KEY PROGRAM PERSONNEL (NAME & TITLE). 7)VISUAL MATERIAL SUCH AS CHARTS, SUPPORT LETTERS MAY BE ATTACHED TO PROPOSAL. | FormAndInfoAndMaterials |
| Submission Deadlines | PROSPECTIVE GRANTEES WILL NEED TO INQUIRE WITH FOUNDATION. | SubmissionDeadlines |
| Restrictions On Awards | POTENTIAL GRANTEES PROPOSALS ARE EVALUATED BY THE BOARD OF DIRECTORS ON THE IMPACT/USEFULNESS TO THE COMMUNITY, ABILITY TO FULFILL NEED, FEASIBILITY, PLAN'S IMPLEMENTATION SOUNDNESS, & SUBSEQUENT LONG-TERM FINANCING. FUNDS ARE TO BE APPLIED W/IN PROPOSAL SPECIFICATIONS W/OUT ALTERATION/DIVERSION. ADDITIONAL INFORMATION I.E. SITE VISITS AND INTERVIEWS MAY BE REQUIRED. FUNDS CANNOT BE HELD TO GENERATE INVESTMENT INCOME AND UNEXPENDED AMOUNTS ARE TO BE RETURNED. PROSPECTIVE GRANTESS WILL NEED TO INQUIRE WITH FOUNDATION. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (52 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| 4P SUPPORT GROUP | |||||||
| 131 GREEN COOK ROAD | SUNBURY | OH | 43074 | NO RELATIONSHIP | PUBLIC CHARITY | PROMOTE WELLNESS | $1,000 |
| AIDS MINISTRIESAIDS ASSIST OF N IN | |||||||
| 201 S WILLIAM STREET | SOUTH BEND | IN | 46601 | NO RELATIONSHIP | PUBLIC CHARITY | PROMOTE WELLNESS | $3,000 |
| AIDS RESOURCE GROUP OF EVANSVILLE | |||||||
| 201 NW 4TH STREET STE B-7 | EVANSVILLE | IN | 47708 | NO RELATIONSHIP | PUBLIC CHARITY | PROMOTE WELLNESS | $22,000 |
| AIDS TASK FORCE OF LAPORTE | |||||||
| PO BOX 64568 | GARY | IN | 46401 | NO RELATIONSHIP | PUBLIC CHARITY | PROMOTE WELLNESS | $5,000 |
| AIDS TASK FORCE INC | |||||||
| 2124 FAIRFIELD AVE | FORT WAYNE | IN | 46802 | NO RELATIONSHIP | PUBLIC CHARITY | PROMOTE WELLNESS | $43,333 |
| ALLIANCE FOR RESPONSIBLE PET OWNERS | |||||||
| PO BOX 6385 | FISHERS | IN | 46038 | NO RELATIONSHIP | PUBLIC CHARITY | PROMOTE WELLNESS | $1,500 |
| AMERICORPS | |||||||
| 1201 NEW YORK AVENUE NW | WASHINGTON | DC | 20525 | NO RELATIONSHIP | PUBLIC CHARITY | PROMOTE WELLNESS | $41,500 |
| ASPIRE INDIANA | |||||||
| 9615 EAST 148TH STREET | NOBLESVILLE | IN | 46060 | NO RELATIONSHIP | PUBLIC CHARITY | PROMOTE WELLNESS | $22,500 |
| BETHLEHEM HOUSE | |||||||
| 130 E 30TH STREET | INDIANAPOLIS | IN | 46205 | NO RELATIONSHIP | PUBLIC CHARITY | PROMOTE WELLNESS | $43,500 |
| BIG BROTHERS BIG SISTERS OF CENTRAL INDIANA | |||||||
| 2960 N MERIDIAN ST SUITE 150 | INDIANAPOLIS | IN | 46208 | NO RELATIONSHIP | PUBLIC CHARITY | PROMOTE WELLNESS | $4,000 |
| BROTHERS UNITED | |||||||
| 3737 N MERIDIAN STREET | INDIANAPOLIS | IN | 46208 | NO RELATIONSHIP | PUBLIC CHARITY | PROMOTE WELLNESS | $20,000 |
| CENTRAL INDIANA LAB RESCUE AND ADOPTION INC | |||||||
| 8517 S 650 E | LADOGA | IN | 47954 | NO RELATIONSHIP | PUBLIC CHARITY | PROMOTE WELLNESS | $2,000 |
| COMMUNITY FOUNDATION OF BOONE COUNTY | |||||||
| PO BOX 92 | ZIONSVILLE | IN | 46077 | NO RELATIONSHIP | PUBLIC CHARITY | PROMOTE WELLNESS | $5,000 |
| CONCORD CENTER ASSOCIATION | |||||||
| 1310 S MERIDIAN STREET | INDIANAPOLIS | IN | 46225 | NO RELATIONSHIP | PUBLIC CHARITY | PROMOTE WELLNESS | $24,500 |
| DANCE KALEIDOSCOPE | |||||||
| 4603 CLARENDON ROAD RM32 | INDIANAPOLIS | IN | 46208 | NO RELATIONSHIP | PUBLIC CHARITY | PROMOTE WELLNESS | $2,500 |
| DOVE RECOVERY HOUSE FOR WOMEN | |||||||
| 14 N HIGHLAND AVE | INDIANAPOLIS | IN | 46202 | NO RELATIONSHIP | PUBLIC CHARITY | PROMOTE WELLNESS | $2,500 |
| ESKENAZI HEALTH FOUNDATION | |||||||
| 1001 W 10TH STREET | INDIANAPOLIS | IN | 46202 | NO RELATIONSHIP | PUBLIC CHARITY | PROMOTE WELLNESS | $258,500 |
| GEORGE WASHINGTON COMMUNITY SCHOOL | |||||||
| 2215 WEST WASHINGTON STREET | INDIANAPOLIS | IN | 46222 | NO RELATIONSHIP | PUBLIC CHARITY | PROMOTE WELLNESS | $1,000 |
| GROWING PLACES INDY INC | |||||||
| 506 N ORIENTAL STREET | INDIANAPOLIS | IN | 46202 | NO RELATIONSHIP | PUBLIC CHARITY | PROMOTE WELLNESS | $2,000 |
| HEART CHANGE MINISTRIES | |||||||
| 1060 W 106TH STREET | CARMEL | IN | 46032 | NO RELATIONSHIP | PUBLIC CHARITY | PROMOTE WELLNESS | $1,500 |
| HOOSIER HILLS AIDS COALITION | |||||||
| 1403 SPRING STREET STE200 | JEFFERSONVILLE | IN | 47130 | NO RELATIONSHIP | PUBLIC CHARITY | PROMOTE WELLNESS | $2,000 |
| HOWARD COUNTY HEALTH DEPT | |||||||
| 120 E MULBERRY STREET RM206 | KOKOMO | IN | 46901 | NO RELATIONSHIP | PUBLIC CHARITY | PROMOTE WELLNESS | $13,000 |
| HUMANE SOCIETY OF INDIANAPOLIS INC | |||||||
| 7929 N MICHIGAN ROAD | INDIANAPOLIS | IN | 46268 | NO RELATIONSHIP | PUBLIC CHARITY | PROMOTE WELLNESS | $2,000 |
| INDIANA AIDS FUND | |||||||
| 429 E VERMONT STREET STE300 | INDIANAPOLIS | IN | 46202 | NO RELATIONSHIP | PUBLIC CHARITY | PROMOTE WELLNESS | $25,000 |
| INDIANA LATINO INSTITUTE | |||||||
| 445 N PENNSYLVANIA STREET STE800 | INDIANAPOLIS | IN | 46204 | NO RELATIONSHIP | PUBLIC CHARITY | PROMOTE WELLNESS | $18,000 |
| INDIANA UNIVERSITY HEALTH BLOOMINGTON | |||||||
| PO BOX 1149 | BLOOMINGTON | IN | 47402 | NO RELATIONSHIP | PUBLIC CHARITY | PROMOTE WELLNESS | $49,500 |
| INDIANA YOUTH GROUP | |||||||
| PO BOX 20716 | INDIANAPOLIS | IN | 46220 | NO RELATIONSHIP | PUBLIC CHARITY | PROMOTE WELLNESS | $5,000 |
| INDY HUNGER NETWORK | |||||||
| 9080 DEWBERRY CT | INDIANAPOLIS | IN | 46260 | NO RELATIONSHIP | PUBLIC CHARITY | PROMOTE WELLNESS | $3,000 |
| IPS EDUCATION FOUNDATION | |||||||
| 120 E WALNUT STREET | INDIANAPOLIS | IN | 46204 | NO RELATIONSHIP | PUBLIC CHARITY | PROMOTE WELLNESS | $2,000 |
| IUPUI CENTER FOR SERVICE AND LEARNING | |||||||
| BUSINESS/SPEA BUILDING ROOM BS2010 | INDIANAPOLIS | IN | 46202 | NO RELATIONSHIP | PUBLIC CHARITY | PROMOTE WELLNESS | $5,000 |
| JAMESON CAMP | |||||||
| 2001 S BRIDGEPORT ROAD | INDIANAPOLIS | IN | 46231 | NO RELATIONSHIP | PUBLIC CHARITY | PROMOTE WELLNESS | $20,000 |
| LA PLAZA INC | |||||||
| 8902 E 38TH ST | INDIANAPOLIS | IN | 46226 | NO RELATIONSHIP | PUBLIC CHARITY | PROMOTE WELLNESS | $1,500 |
| LATINO ACTION LEAGUE | |||||||
| 2850 E COUNTY ROAD 875 S | MOORESVILLE | IN | 46158 | NO RELATIONSHIP | PUBLIC CHARITY | PROMOTE WELLNESS | $15,160 |
| LEARNING WELL INC | |||||||
| 342 MASACHUSETTS AVEUNE | INDIANAPOLIS | IN | 46204 | NO RELATIONSHIP | PUBLIC CHARITY | PROMOTE WELLNESS | $300,000 |
| LIFECARE OF INDIANA UNIVERSITY HEALTH | |||||||
| 1633 N CAPITAL AVE STE700 | INDIANAPOLIS | IN | 46202 | NO RELATIONSHIP | PUBLIC CHARITY | PROMOTE WELLNESS | $30,000 |
| LITTLE PAWS ON THE PRAIRIE LTD | |||||||
| 19123 MULE BARD ROAD | WESTFIELD | IN | 46074 | NO RELATIONSHIP | PUBLIC CHARITY | PROMOTE WELLNESS | $1,500 |
| PATHWAY TO RECOVERY INC | |||||||
| 2135 N ALABAMA STREET | INDIANAPOLIS | IN | 46202 | NO RELATIONSHIP | PUBLIC CHARITY | PROMOTE WELLNESS | $5,000 |
| PFLAG-SEYMOUR CHAPTER | |||||||
| PO BOX 997 | SEYMOUR | IN | 47274 | NO RELATIONSHIP | PUBLIC CHARITY | PROMOTE WELLNESS | $2,250 |
| PLANNED PARENTHOOD OF IN | |||||||
| PO BOX 397 | INDIANAPOLIS | IN | 46225 | NO RELATIONSHIP | PUBLIC CHARITY | PROMOTE WELLNESS | $18,125 |
| RECYCLEFORCE | |||||||
| 754 N SHERMAN DRIVE | INDIANAPOLIS | IN | 46201 | NO RELATIONSHIP | PUBLIC CHARITY | PROMOTE WELLNESS | $12,000 |
| SHALOM HEALTH CARE CENTER | |||||||
| 3737 N MERIDIAN ST SUITE 402 | INDIANAPOLIS | IN | 46208 | NO RELATIONSHIP | PUBLIC CHARITY | PROMOTE WELLNESS | $5,000 |
| SOCIAL HEALTH ASSOC OF IN | |||||||
| 615 N ALABAMA STREET STE328 | INDIANAPOLIS | IN | 46204 | NO RELATIONSHIP | PUBLIC CHARITY | PROMOTE WELLNESS | $20,000 |
| STEP-UP INC | |||||||
| 8580 CEDAR PLACE DR STE117 | INDIANAPOLIS | IN | 46240 | NO RELATIONSHIP | PUBLIC CHARITY | PROMOTE WELLNESS | $118,000 |
| STEPHEN COLLINS FOSTER IPS #67 | |||||||
| 653 N SOMERSET AVE | INDIANAPOLIS | IN | 46222 | NO RELATIONSHIP | PUBLIC CHARITY | PROMOTE WELLNESS | $1,000 |
| TERRE HAUTE HOUSING AUTHORITY DEVELOPMENT CORP | |||||||
| PO BOX 3086 | TERRE HAUTE | IN | 47804 | NO RELATIONSHIP | PUBLIC CHARITY | PROMOTE WELLNESS | $1,000 |
| THE DAMIEN CENTER | |||||||
| 1350 N PENNSYLVANIA STREET | INDIANAPOLIS | IN | 46202 | NO RELATIONSHIP | PUBLIC CHARITY | PROMOTE WELLNESS | $182,500 |
| THE MARTIN CENTER | |||||||
| 3545 N COLLEGE AVE | INDIANAPOLIS | IN | 46205 | NO RELATIONSHIP | PUBLIC CHARITY | PROMOTE WELLNESS | $2,500 |
| TRADERS POINT CHRISTIAN ACADEMY | |||||||
| 7880 LAFAYETTE ROAD | INDIANAPOLIS | IN | 46278 | NO RELATIONSHIP | PUBLIC CHARITY | PROMOTE WELLNESS | $1,500 |
| TRI-STATE ALLIANCE | |||||||
| PO BOX 2901 | EVANSVILLLE | IN | 47728 | NO RELATIONSHIP | PUBLIC CHARITY | PROMOTE WELLNESS | $15,000 |
| WASHINGTON TOWNSHIP SCHOOLS FOUNDATION | |||||||
| 8550 WOODFIELD CROSSING BLVD | INDIANAPOLIS | IN | 46240 | NO RELATIONSHIP | PUBLIC CHARITY | PROMOTE WELLNESS | $5,000 |
| WISHARD HEALTH SERVICES | |||||||
| 1050 WISHARD BLVD RHC RM22 | INDIANAPOLIS | IN | 46202 | NO RELATIONSHIP | PUBLIC CHARITY | PROMOTE WELLNESS | $8,500 |
| WOMEN IN MOTION INC | |||||||
| PO BOX 68435 | INDIANPOLIS | IN | 46268 | NO RELATIONSHIP | PUBLIC CHARITY | PROMOTE WELLNESS | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1401868 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $2,130 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $427,365 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $117,148 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Exclusion Code | 01 | ExclusionCode |
| Exclusion | $255,034 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $801,677 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 801677 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (17 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| (no name) | |||||||
| 1 | DEREK P THERIAC | 5420 NORTH MERIDIAN STREET | INDIANAPOLIS | IN | 46208 | 7192 | X |
| EFROYMSON FAMILY FUND | |||||||
| 2 | 615 N ALABAMA STREET STE 119 | INDIANAPOLIS | IN | 46204 | 25000 | X | |
| INDYPRIDE INC | |||||||
| 3 | P O BOX 44403 | INDIANAPOLIS | IN | 46244 | 8620 | X | |
| MARION COUNTY HEALTH DEPARTMENT | |||||||
| 4 | 3838 N RURAL STREET | INDIANAPOLIS | IN | 46205 | 10000 | X | |
| METHODIST HEALTH FOUNDATION | |||||||
| 5 | 1800 NORTH CAPITOL | INDIANAPOLIS | IN | 46202 | 10000 | X | |
| (no name) | |||||||
| 6 | JAMES E SPAIN | 5420 NORTH MERIDIAN STREET | INDIANAPOLIS | IN | 46208 | 27500 | X |
| HEALTH AND HOSPITAL CORP OF MARION COUNTY IN | |||||||
| 7 | 3838 N RURAL STREET | INDIANAPOLIS | IN | 46205 | 7500 | X | |
| IU HEALTH BLOOMINGTON | |||||||
| 8 | PO BOX 1149 | BLOOMINGTON | IN | 47402 | 25000 | X | |
| THE SAMERIAN FOUNDATION | |||||||
| 9 | 9910 TOWNE ROAD | CARMEL | IN | 46032 | 5000 | X | |
| WISHARD HEALTH SERVICES | |||||||
| 10 | 1001 WEST 10TH STREET | INDIANAPOLIS | IN | 46202 | 10000 | X | |
| OTHER VARIOUS CONTRIBUTORS 5000 | |||||||
| 11 | 429 EAST VERMONT STREET SUITE 300 | INDIANAPOLIS | IN | 46202 | 243806 | X | |
| MAC AIDS FUND | |||||||
| 12 | 130 PRINCE STREET | NEW YORK | NY | 10012 | 33307 | X | |
| CHRISTEL DEHAAN FAMILY FOUNDATION | |||||||
| 13 | 10 W MARKET STREET SUITE 1990 | INDIANAPOLIS | IN | 46204 | 25000 | X | |
| ELI LILLY AND COMPANY FOUNDATION | |||||||
| 14 | LILLY CORPORATE CENTER | INDIANAPOLIS | IN | 46285 | 10000 | X | |
| (no name) | |||||||
| 15 | DEBORAH J SIMON | 950 LAURELWOOD | CARMEL | IN | 46032 | 25000 | X |
| THE INDIANAPOLIS FOUNDATION | |||||||
| 16 | 615 N ALABAMA STREET | INDIANAPOLIS | IN | 46204 | 5000 | X | |
| WALGREENS HEALTH SERVICES | |||||||
| 17 | 1411 LAKE COOK ROAD | DEERFIELD | IL | 60015 | 5000 | X | |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING EXPENSES | Category |
| Amount | $57,063 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 46221 | DisbursementsCharitablePrps |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | CHANGES NOT PREVIOUSLY REPORTED | Identifier |
| Return Reference | FORM 990-PF, PART VII-A, LINE 3 | ReturnReference |
| Explanation | A CONFORMED COPY OF THE UPDATED GOVERNING DOCUMENTS HAVE BEEN MAILED TO THE IRS TE/GE - EO DETERMINATIONS DEPARTMENT. | Explanation |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | COMMON STOCK | NameOfStock |
| EOY Book Value | 5612096 | EOYBookValue |
| EOYFMV | 5322805 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 10148554 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 9597936 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (3 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|---|
| LAND | 92350 | 0 | 92350 | 92350 |
| BUILDINGS & IMPROVEMENTS | 4411399 | 624314 | 3787085 | 3787085 |
| FURNITURE & EQUIPMENT | 127626 | 108397 | 19229 | 19229 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $19,103 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 15473 | DisbursementsCharitablePrps |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (3 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| ACCRUED INTEREST RECEIVABLE | 6855 | 5383 | 5383 |
| OTHER RECEIVABLES | 421787 | 975169 | 975169 |
| OTHER ASSETS | 40669 | 36967 | 36967 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (14 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| INVESTMENT FEES | 59556 | 59556 | 0 | 0 |
| AIDS PROJECT FUNDS | 94791 | 0 | 0 | 76781 |
| OFFICE SUPPLIES | 1198 | 0 | 0 | 970 |
| TELECOMMUNICATIONS | 6107 | 0 | 0 | 4947 |
| DUES AND SUBSCRIPTIONS | 764 | 0 | 0 | 619 |
| INSURANCE | 29566 | 0 | 0 | 23948 |
| PRINTING & POSTAGE | 933 | 0 | 0 | 756 |
| EQUIPMENT RENTAL | 3834 | 0 | 0 | 3106 |
| MAINTENANCE EXPENSE | 68351 | 0 | 0 | 55364 |
| UTILITIES EXPENSE | 36978 | 0 | 0 | 29952 |
| OTHER EXPENSES | 70105 | 0 | 0 | 56785 |
| CONTRACT LABOR | 56471 | 0 | 0 | 45742 |
| TRAINING & MEETINGS | 28436 | 0 | 0 | 23033 |
| COMPUTER SUPPORT | 23790 | 0 | 0 | 19270 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Revenue And Expenses Per Books | 255034 | RevenueAndExpensesPerBooks |
| Adjusted Net Income | 255034 | AdjustedNetIncome |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER CURRENT LIABILITIES | Description |
| BOY Book Value | 15838 | BOYBookValue |
| EOY Book Value | 14219 | EOYBookValue |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | Category |
| Amount | $18,528 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 15008 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| EXCISE TAXES | $3,947 | 0 | 0 | 3947 |
| REAL ESTATE TAX | $76,697 | 0 | 0 | 61375 |
Comments