RUTH LILLY PHILANTHROPIC FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- RUTH LILLY PHILANTHROPIC FOUNDATION (EIN 34-7206415)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-06-28
- IRS object ID
- 201311799349100301
- 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
- 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 Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-06-28T08:20:59-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 347206415 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUTH LILLY PHILANTHROPIC FOUNDATION PNC BANK NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LILL | NameControl |
| Phone | 8006228036 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFF ROBERTS | Name |
| Title | ASSISTANT VICE PRESIDENT | Title |
| Phone | 2162574699 | Phone |
| Date Signed | 2013-06-28 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 154094161 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 54878842 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 3183233 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 3202978 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 15792490 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 153885341 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 15792490 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 72 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 73854637 | TotalRevenueAndExpenses |
| Total Net Investment Income | 18995468 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 435385 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 217120 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 217692 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 82159 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 82159 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 700 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 700 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 118874 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 118874 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 165533 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1516 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 302 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 302 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 802953 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 337812 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 300551 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 16311285 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 16311285 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 17114238 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 337812 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 16611836 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 56740399 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 18657656 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 1944666 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 7596469 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 7596469 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 1025710 | InvestmentsGovtObligBOY |
| Investments Corp Stock BOY | 62271459 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 86129008 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 92810823 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 14608214 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 22754078 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 22625278 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 14298617 | InvestmentsOtherBOY |
| Investments Other EOY | 31188913 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 31061591 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 94148666 | TotalAssetsBOY |
| Total Assets EOY | 147668468 | TotalAssetsEOY |
| Total Assets EOYFMV | 154094161 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 94148666 | CapitalStockBOY |
| Capital Stock EOY | 147668468 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 94148666 | TotalNetAssetsBOY |
| Total Net Assets EOY | 147668468 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 94148666 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 147668468 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 94148666 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 56740399 | ExcessOfRevenueOverExpenses |
| Other Increases | 11137 | OtherIncreases |
| Subtotal | 150900202 | Subtotal |
| Other Decreases | 3231734 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 147668468 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| SALES OF PUBLICLY TRADED SECURITIES | P | 153487225 | 138092851 | 15394374 | 15394374 |
| CAPITAL GAINS DIVIDENDS | P | 398116 | 398116 | 398116 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 15792490 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 16860531 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 91148800 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.184978 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 11477695 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 26867364 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.427198 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 10028116 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 7529907 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 1.331772 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 10183296 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 6847468 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 1.487162 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 10348220 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 6800723 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 1.521635 | DistributionRatioYear5 |
| Total Distribution Ratio | 4.952745 | TotalDistributionRatio |
| Average Distribution Ratio | 0.990549 | AverageDistributionRatio |
| Net Noncharitable Assets | 141473157 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 140136094 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 186577 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 140322671 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 16611836 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 373153 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 373153 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 373153 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 144534 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 240000 | TaxPaidWithExtension |
| Total Credits And Payments | 384534 | TotalCreditsAndPayments |
| Overpayment | 11381 | Overpayment |
| Amount Credited To Next Year | 11381 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | 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 | 0 | 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.PNC.COM | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC BANK NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 8006228036 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 94651 | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 441014651 | 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 | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | PNC BANK NA | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 94651 | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 441014651 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | Title |
| Avg Hours Per Wk Devoted To Position | 80.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 435385 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| 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 | N/A | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Amount1 | 0 | Amount1 |
| All Oth Prog Rltd Investments Total | 0 | AllOthProgRltdInvestmentsTotal |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 143627571 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 143627571 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 143627571 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 2154414 | CashDeemedCharitable |
| Net Noncharitable Assets | 141473157 | NetNoncharitableAssets |
| Minimum Investment Return | 7073658 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 7073658 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 373153 | TaxBasedOnInvestmentIncome |
| Total Tax | 373153 | TotalTax |
| Distributable Amount Before Adj | 6700505 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 6700505 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 6700505 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 16611836 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 16611836 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 16611836 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 6700505 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 10015337 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 9844654 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 9652249 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 10155619 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 12393199 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 52061058 | TotalExcessDistriCarryover |
| Qualifying Distributions | 16611836 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 6700505 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 9911331 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 61972389 | 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 | 10015337 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 51957052 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 9844654 | ExcessFromYear4 |
| Excess From Year3 | 9652249 | ExcessFromYear3 |
| Excess From Year2 | 10155619 | ExcessFromYear2 |
| Excess From Year1 | 12393199 | ExcessFromYear1 |
| Excess From Current Year | 9911331 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (130 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| FALMOUTH SERVICE CENTER | |||||||
| PO BOX 208 | FALMOUTH | MA | 02541 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $50,000 |
| COMMUNITY HEALTH CENTER OF CAPE COD | |||||||
| 107 COMMERCIAL STREET | MASHPEE | MA | 02649 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $20,000 |
| UNITED WAY OF CENTRAL INDIANA | |||||||
| 3901 N MERIDIAN STREET PO BOX 88409 | INDIANAPOLIS | IN | 46208 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,550,000 |
| THE PINE STREET INN | |||||||
| 444 HARRISON AVE | BOSTON | MA | 02118 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $78,334 |
| THE BUSCH WILDLIFE SANTUARY | |||||||
| 2500 JUPITER PARK DRIVE | JUPITER | FL | 33458 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $20,000 |
| DUKE UNIVERSITY DIVINITY SCHOOL | |||||||
| PO BOX 90968 | DURHAM | NC | 27708 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $198,134 |
| THE AMERICAN FUND FOR CHARITIES | |||||||
| 1000 NORTH WEST STREET STE 1200 | WILMINGTON | DE | 19801 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,334 |
| INDIANA STATE MUSEUM FOUNDATION | |||||||
| 650 W WASHINGTON ST | INDIANAPOLIS | IN | 46204 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $75,000 |
| CAPE COD CENTER FOR WOMEN INC | |||||||
| PO BOX 141 | N FALMOUTH | MA | 02556 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $30,000 |
| YOUNG LIFE | |||||||
| PO BOX 520 | COLORADO SPRINGS | CO | 80901 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $30,000 |
| INDIANA UNIVERSITY FDN FBO IU CENTER OF PHILANTHROPIC | |||||||
| 550 WEST NORTH STREET SUITE 301 | INDIANAPOLIS | IN | 46202 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,876,876 |
| AMERICAN NATIONAL RED CROSSGREATER INDIANAPOLIS | |||||||
| 441 E 10TH ST | INDIANAPOLIS | IN | 46202 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $958,959 |
| INDIANA UNIVERSITY FDN FBO IU HERRON SCHOOL OF ART | |||||||
| 735 W NEW YORK ST | INDIANAPOLIS | IN | 46202 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $958,959 |
| RUTH LILLY HEALTH EDUCATION CENTER | |||||||
| 2055 N SENATE AVE | INDIANAPOLIS | IN | 46202 | N/A | PUBLIC CHARITY | LIFE LEADERSHIP | $958,959 |
| THE YMCA OF NORWALK | |||||||
| 370 WEST AVENUE | NORWALK | CT | 06850 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $100,000 |
| BRIDGEPORT RESCUE MISSION | |||||||
| 1088 FAIRFIELD AVENUE | BRIDGEPORT | CT | 06605 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $7,000 |
| HERITAGE MUSEUMS & GARDENS | |||||||
| 67 GROVE STREET | SANDWICH | MA | 02563 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 |
| BIG BROTHERS BIG SISTERS OF MASSACHUSETTS BAY | |||||||
| 75 FEDERAL STREET 8TH FLOOR | BOSTON | MA | 02110 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 |
| JUMPSTART YOUTH CONNECTION INC | |||||||
| 5 MARKET ST STE 203C | AMESBURY | MA | 01913 | N/A | PUBLIC CHARITY | SUMMER YOUTH AND YOUNG WOMEN'S COUNSELING PROGRAMS | $25,000 |
| HOUSING FAMILIES | |||||||
| 354 CROSS STREET | MALDEN | MA | 02148 | N/A | PUBLIC CHARITY | BENEFIT OF THE CHILDREN'S PROGRAM | $25,000 |
| PIVOT MINISTRIES CRISIS CENTER | |||||||
| 495 JANE ST | BRIDGEPORT | CT | 06608 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 |
| ANIMAL WELFARE LEAGUE OF KOSCIUSKO | |||||||
| 3489 E 100 S | WARSAW | IN | 46581 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $40,000 |
| WAWASEE AREA CONSERVANCY FDN | |||||||
| PO BOX 548 | SYRACUSE | IN | 46567 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| PROGRESS HOUSE | |||||||
| 201 SOUTH SHELBY STREET | INDIANAPOLIS | IN | 46202 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $14,000 |
| RIGHT TO LIFE OF INDIANAPOLIS | |||||||
| 1060 EAST 86TH STREET SUITE 61 B | INDIANAPOLIS | IN | 46240 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $15,000 |
| THE MIND TRUST INC | |||||||
| 407 N FULTON ST STE 102 | INDIANAPOLIS | IN | 46202 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $40,000 |
| GENNESARET FREE CLINICS | |||||||
| 510 E 24TH STREET | INDIANAPOLIS | IN | 46205 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $14,000 |
| GOODWILL INDUSTRIES FDN OF CENTRAL INDIANA INC | |||||||
| 1635 W MICHIGAN ST | INDIANAPOLIS | IN | 46222 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $170,000 |
| FOUNDATION FOR EVANGELISM | |||||||
| PO BOX 985 | LAKE JUNALUSKA | NC | 28745 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 |
| NEW YORK CITY LEADERSHIP CENTER | |||||||
| 4604 31ST AVE SECOND FLOOR | LONG ISLAND CITY | NY | 11103 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $30,000 |
| INSTITUTE FOR GLOBAL ENGAGEMENT | |||||||
| PO BOX 12205 | ARLINGTON | VA | 22219 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $30,000 |
| INDIANA VIRTUAL SCHOOL | |||||||
| 2206 E 96TH STREET | INDIANAPOLIS | IN | 46240 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $30,000 |
| HERITAGE MUSEUMS & GARDENS | |||||||
| 67 GROVE STREET | SANDWICH | MA | 02563 | N/A | PUBLIC CHARITY | DESIGNATED FOR THE HERITAGE MASTER PLANS; 25,000 WHERE NEEDED MOST | $42,000 |
| INDIANAPOLIS MUSEUM OF ART | |||||||
| 4000 MICHIGAN ROAD | INDIANAPOLIS | IN | 46208 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 |
| PARK TUDOR SCHOOL | |||||||
| 7200 NORTH COLLEGE AVE | INDIANAPOLIS | IN | 46240 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| BUILDING TOMORROW | |||||||
| 407 N FULTON ST STE X | INDIANAPOLIS | IN | 46202 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $30,000 |
| MENNONITE CENTRAL COMMITTEE | |||||||
| 21 S 12TH ST PO BOX 500 | AKRON | PA | 17501 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $35,300 |
| COUNCIL OF CHURCHES OF GREATER | |||||||
| 1100 BOSTON AVENUE BLDG 5A | BRIDGEPORT | CT | 06610 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| SAMARITAN EDUCATIONAL TRUST | |||||||
| PO BOX 763 15 MILLERS ROAD KILPAUK | TAMIL NADU | IN | 12345 | 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; FILM PROJECT-1,500. | $11,500 |
| 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 |
| GRACE COLLEGE | |||||||
| 200 SEMINARY DRIVE | WINONA LAKE | IN | 46590 | N/A | PUBLIC CHARITY | THE KOSCIUSKO LAKES AND STREAMS PROGRAM | $5,000 |
| UNITED WAY OF CENTRAL INDIANA | |||||||
| 3901 N MERIDIAN STREET PO BOX 88409 | INDIANAPOLIS | IN | 46208 | N/A | PUBLIC CHARITY | THE READY TO LEARN READY TO EARN PROGRAM | $50,000 |
| WESTPORT WESTON FAMILY YMCA | |||||||
| 59 POST ROAD | WESTPORT | CT | 06880 | N/A | PUBLIC CHARITY | CAPITAL CAMPAIGN BUILDING WHAT MATTERS | $30,000 |
| INDIANA UNIVERSITY FOUNDATION | |||||||
| PO BOX 500 | BLOOMINGTON | IN | 47402 | N/A | PUBLIC CHARITY | PROGRAMS WITHIN KELLEY SCHOOL OF BUSINESS 15,000-YOUNG WOMEN'S INSTITUTE; 15,000-CIVIC LEADER DEVELOPMENT | $30,000 |
| DUKE UNIVERSITY | |||||||
| DUKE UNIVERSITY | DURHAM | NC | 27708 | N/A | PUBLIC CHARITY | FUNDING OF THE LILLY SCHOLARSHIP FOR THE PRATT SCHOOL OF ENGINEERING | $20,000 |
| DUKE UNIVERSITY | |||||||
| DUKE UNIVERSITY | DURHAM | NC | 27708 | N/A | PUBLIC CHARITY | DUKE'S EAST AFRICAN INITIATIVES FUND | $30,000 |
| DUKE UNIVERSITY | |||||||
| DUKE UNIVERSITY | DURHAM | NC | 27708 | N/A | PUBLIC CHARITY | RENOVATION OF THE DUKE LILLY LIBRARY | $20,000 |
| THE HUMANE SOCIETY OF THE US | |||||||
| 2100 L ST NW | WASHINGTON | DC | 20037 | N/A | PUBLIC CHARITY | 7,000-TO INDIANA HSUS FOR THE PUPPY MILL TIP LINE AND AIRING OF PUPPY MILL PSA; 5,000-TO THE CAMPAIGN TO BAN GESTATION CRATES. | $12,000 |
| INDIAN GOSPEL MISSION | |||||||
| STATE BANK OF NEW YORK 39 BROADWAY | NEW YORK | NY | 11935 | N/A | PUBLIC CHARITY | 660-TECH SCHOOL FOR THREE YOUTHS; 6,600-COLLEGE COST FOR NINE YOUTHS; 3,430- PROPANE FOR 12 MONTHS; 5,000-CARE FOR WOMEN/GIRLS IN CHITOOR TAILORING PROJECT. | $21,690 |
| 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 |
| YMCA OF GREATER INDIANAPOLIS | |||||||
| 615 N ALABAMA ST STE 200 | INDIANAPOLIS | IN | 46204 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $15,000 |
| AMERICAN PORPHYRIA FOUNDATION | |||||||
| 4900 WOODWAY STE 780 | HOUSTON | TX | 77056 | N/A | PUBLIC CHARITY | PROTECT THE FUTURE PROGRAM | $30,000 |
| CHESTNUT HILL SCHOOL | |||||||
| 428 HAMMOND ST | NEWTON | MA | 02467 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| THE ISLAND SCHOOL FOUNDATION INC | |||||||
| PO BOX 6006 | LAWRENCEVILLE | NJ | 08648 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $50,000 |
| FUQUA SCHOOL OF BUSINESS | |||||||
| 100 FUQUA DRIVE BOX 90120 | DURHAM | NC | 27708 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $100,000 |
| BOYS AND GIRLS CLUB OF BOSTON | |||||||
| 50 CONGRESS STREET STE 730 | BOSTON | MA | 02109 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500,000 |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | N/A | PUBLIC CHARITY | 10,000-HOME BASE PROGRAM; 20,000-GENERAL FUND | $30,000 |
| HERITAGE MUSEUMS & GARDENS | |||||||
| 67 GROVE STREET | SANDWICH | MA | 02563 | N/A | PUBLIC CHARITY | 17,000-HERITAGE MASTER PLAN; 25,000-ANNUAL FUND | $42,000 |
| NICHOLAS INSTITUTE | |||||||
| PO BOX 90335 | DURHAM | NC | 27708 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $200,000 |
| NASHOBA BROOKS SCHOOL | |||||||
| 200 STRAWBERRY HILL ROAD | CONCORD | MA | 01742 | N/A | PUBLIC CHARITY | 50,000-CAPITAL CAMPAIGN; 10,000-ANNUAL FUND | $60,000 |
| THE FENN SCHOOL | |||||||
| 516 MONUMENT STREET | CONCORD | MA | 01742 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $250,000 |
| BUCKINGHAM BROWNE & NICHOLS SCHOOL | |||||||
| 80 GERRYS LANDING ROAD | CAMBRIDGE | MA | 02138 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $250,000 |
| GEORGE W BUSH PRESIDENTIAL CENTER | |||||||
| PO BOX 600610 | DALLAS | TX | 75360 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $100,000 |
| CAPE COD HEALTHCARE FOUNDATION | |||||||
| 348C GIFFORD ST | FALMOUTH | MA | 02540 | N/A | PUBLIC CHARITY | EXCLUSIVE USE AND BENEFIT OF THE FALMOUTH HOSPITAL | $10,000 |
| THE INNOVATION NETWORK FOR COMM | |||||||
| 1625 K STREET NW SUITE 1050 | WASHINGTON | DC | 20006 | N/A | PUBLIC CHARITY | EXCLUSIVE USE AND BENEFIT OF THE GREEN RIBBON COMMISSION | $25,000 |
| DUKE UNIVERSITY LIBRARY | |||||||
| PO BOX 90581 | DURHAM | NC | 27708 | N/A | PUBLIC CHARITY | EXCLUSIVE USE AND BENEFIT OF THE PERKINS PROJECT SPECIFICALLY THE INTERNATIONAL READING ROOM. | $100,000 |
| DUKE UNIVERSITY | |||||||
| DUKE UNIVERSITY | DALLAS | NC | 27708 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $875,000 |
| AMERICAN ACADEMY OF ARTS AND SCIENCE | |||||||
| 136 IRVING STREET | CAMBRIDGE | MA | 02138 | N/A | PUBLIC CHARITY | CAPITAL CAMPAIGN | $100,000 |
| NEW ENGLAND CONSERVATORY | |||||||
| 290 HUNTINGTON AVENUE | BOSTON | MA | 02115 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $250,000 |
| FRIENDS OF MINUTE MAN NATIONAL PARK | |||||||
| 174 LIBERTY STREET | CONCORD | MA | 01742 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| THE GREENWOOD SCHOOL | |||||||
| 14 GREENWOOD LANE | PUTNEY | VT | 05346 | N/A | PUBLIC CHARITY | SCHOLARSHIP FUNDS ALLOCATED TO STUDENTS WHO ARE RESIDENTS OF INDIANA | $136,740 |
| HERITAGE MUSEUMS & GARDENS | |||||||
| 67 GROVE STREET | SANDWICH | MA | 02563 | N/A | PUBLIC CHARITY | THE HERITAGE MASTER PLAN | $17,000 |
| THE GREENWOOD SCHOOL | |||||||
| 14 GREENWOOD LANE | PUTNEY | VT | 05346 | N/A | PUBLIC CHARITY | HEADMASTER RESIDENCE | $250,000 |
| JAMESON CAMP | |||||||
| 2001 BRIDGEPORT ROAD | INDIANAPOLIS | IN | 46231 | N/A | PUBLIC CHARITY | LEADERSHIP PROGRAM | $50,000 |
| NATIONAL ASSOCIATION OF MENTAL ILLNESS OF INDIANA | |||||||
| PO BOX 22697 | INDIANAPOLIS | IN | 46204 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $100,000 |
| CAPE COD HEALTHCARE FOUNDATION | |||||||
| 348 GIFFORD ST UNIT 4 | FALMOUTH | MA | 02540 | N/A | PUBLIC CHARITY | CAPITAL CAMPAIGN FOR THE FALMOUTH HOSPITAL EMERGENCY DEPT | $250,000 |
| CAPE COD CENTER FOR WOMEN INC | |||||||
| PO BOX 141 | N FALMOUTH | MA | 02556 | N/A | PUBLIC CHARITY | FUNDING FOR THE CHILD ADVOCACY SPECIALIST WITH THE BALANCE FOR GENERAL REPAIR AND MAINTENANCE | $30,000 |
| WWOZ RADIO | |||||||
| PO BOX 51840 | NEW ORLEANS | LA | 70151 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| RIGHT TURN BIZ INC | |||||||
| 299 BROADWAY | ARLINGTON | MA | 02474 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| COMMUNITY HEALTH CENTER OF CAPE COD | |||||||
| 107 COMMERCIAL STREET | MASHPEE | MA | 02649 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $100,000 |
| DYSLEXIA INSTITUTE OF INDIANA | |||||||
| 2511 E 46TH ST STE 0-2 | INDIANAPOLIS | IN | 46204 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $100,000 |
| MARIAN UNIVERSITY | |||||||
| 3200 COLD SPRING ROAD | INDIANAPOLIS | IN | 46222 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $75,000 |
| THE CHILDRENS MUSEUM OF INDIANAPOLIS | |||||||
| 3000 N MERIDIAN ST | INDIANAPOLIS | IN | 46208 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| ST MARGARET'S HOSPITAL GUILD | |||||||
| 3050 N MERIDIAN ST | INDIANAPOLIS | IN | 46208 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 |
| INDIANAPOLIS SYMPHONY ORCHESTRA | |||||||
| 32 E WASHINGTON STREET STE 600 | INDIANAPOLIS | IN | 46204 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $20,000 |
| INDIANAPOLIS ZOOLOGICAL SOCIETY | |||||||
| 1200 W WASHINGTON ST | INDIANAPOLIS | IN | 46222 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $20,000 |
| CONNOR PRAIRIE LIVING HISTORY MUSEUM | |||||||
| 13400 ALLISONVILLE RD | FISHERS | IN | 46038 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $30,000 |
| CHARLES A TINDLEY ACCELERATED SCHOOL | |||||||
| 3960 MEADOWS DRIVE | INDIANAPOLIS | IN | 46205 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 |
| INDIANA GOLF FOUNDATION | |||||||
| PO BOX 516 | FRANKLIN | IN | 46131 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| INDIANA REPERTORY THEATRE | |||||||
| 140 W WASHINGTON STREET | INDIANAPOLIS | IN | 46204 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| GRACE COLLEGE | |||||||
| 200 SEMINARY DRIVE | WINONA LAKE | IN | 46590 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| ESKENAZI HEALTH FOUNDATION | |||||||
| 1001 W TENTH ST | INDIANAPOLIS | IN | 46202 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| ST VINCENT HOSPITAL FOUNDATION | |||||||
| 8402 HARCOURT ROAD STE 210 | INDIANAPOLIS | IN | 46260 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| INDIANA STATE MUSEUM FOUNDATION | |||||||
| 650 W WASHINGTON ST | INDIANAPOLIS | IN | 46204 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| INDIANA UNIVERSITY FOUNDATION | |||||||
| 340 W MICHIGAN STREET | INDIANAPOLIS | IN | 46202 | N/A | PUBLIC CHARITY | KELLEY SCHOOL OF BUSINESS | $7,000 |
| INDIANA LANDMARKS | |||||||
| 1201 CENTRAL AVENUE | INDIANAPOLIS | IN | 46202 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 |
| WOODSTOCK HISTORICAL FOUNDATION | |||||||
| 1301 W 38TH ST | INDIANAPOLIS | IN | 46208 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 |
| HAPPY HOLLOW CHILDREN'S CAMP | |||||||
| 615 N ALABAMA ST STE 228 | INDIANAPOLIS | IN | 46204 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| GREENWICH ACADEMY | |||||||
| 200 NORTH MAPLE AVENUE | GREENWICH | CT | 06830 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $6,000 |
| THE MIND TRUST INC | |||||||
| 1630 N MERIDIAN ST STE 330 | INDIANAPOLIS | IN | 46202 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| INDIANAPOLIS MUSEUM OF ART | |||||||
| 4000 MICHIGAN ROAD | INDIANAPOLIS | IN | 46208 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 |
| METHODIST HEALTH FOUNDATION | |||||||
| PO BOX 7168 | INDIANAPOLIS | IN | 46207 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 |
| THE ISLAND SCHOOL FOUNDATION INC | |||||||
| PO BOX 1505 | BOCA GRANDE | FL | 33921 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $50,000 |
| INDIANA NATIONAL GUARD RELIEF FD | |||||||
| 55 MONUMENT CIRCLE SUITE 800 | INDIANAPOLIS | IN | 46204 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $20,000 |
| CROWN HILL HERITAGE FOUNDATION | |||||||
| 700 WEST 38TH STREET | INDIANAPOLIS | IN | 46208 | N/A | PUBLIC CHARITY | THE RESTORATION PROJECT | $25,000 |
| GEORGE W BUSH PRESIDENTIAL CENTER | |||||||
| PO BOX 600610 | DALLAS | TX | 75360 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $50,000 |
| BOCA GRANDE WOMEN'S CLUB INC | |||||||
| PO BOX 65 | BOCA GRANDE | FL | 33921 | 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 | $40,000 |
| JOHANN FUST COMMUNITY LIBRARY | |||||||
| 1040 W 10TH ST | BOCA GRANDE | FL | 33921 | N/A | PUBLIC CHARITY | THE CAPITAL CAMPAIGN | $50,000 |
| EITELJORG MUSEUM OF AMERICAN INDIANS | |||||||
| 500 WEST WASHINGTON STREET | INDIANAPOLIS | IN | 46204 | N/A | PUBLIC CHARITY | THE CAPITAL CAMPAIGN | $150,000 |
| HERITAGE MUSEUMS & GARDENS | |||||||
| 67 GROVE STREET | SANDWICH | MA | 02563 | N/A | PUBLIC CHARITY | 17,000-LONG RANGE PLANNING;125,000-ANNUAL GIVING | $142,000 |
| HOLIDAY PARK | |||||||
| 6363 SPRING MILL ROAD | INDIANAPOLIS | IN | 46260 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $20,000 |
| BOOTH TARKINGTON CIVIC THEATRE | |||||||
| 3 CENTER GREEN SUITE 200 | CARMEL | IN | 46032 | N/A | PUBLIC CHARITY | THE USE OF THE ACADEMY OF THEATER ARTS | $100,000 |
| THE CHRISTAMORE HOUSE GUILD | |||||||
| 502 NORTH TREMONT STREET | INDIANAPOLIS | IN | 46222 | N/A | PUBLIC CHARITY | CHRISTAMORE HOUSE'S EARLY CHILDHOOD EDUCATION PROGRAM | $40,000 |
| DYSLEXIA INSTITUTE OF INDIANA | |||||||
| 8395 KEYSTONE XING STE 102 | INDIANAPOLIS | IN | 46240 | N/A | PUBLIC CHARITY | SCHOLARSHIPS FOR STUDENTS AND TEACHERS | $30,000 |
| GASPARILLA ISLAND CONSERVATION | |||||||
| PO BOX 446 | BOCA GRANDE | FL | 33921 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| BOCA GRANDE HEALTH CLINIC FDN | |||||||
| 280 PARK AVE PO BOX 2340 | BOCA GRANDE | FL | 33921 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $150,000 |
| KINGSWOOD OXFORD SCHOOL | |||||||
| 170 KINGSWOOD ROAD | WEST HARTFORD | CT | 06119 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 |
| UNITED WAY OF CENTRAL INDIANA | |||||||
| 3901 N MERIDIAN STREET PO BOX 88409 | INDIANAPOLIS | IN | 46208 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $250,000 |
| THE AMERICAN FUND FOR CHARITIES | |||||||
| 1000 NORTH WEST STREET STE 1200 | WILMINGTON | DE | 19801 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,010,000 |
| THE AMERICAN FUND FOR CHARITIES | |||||||
| 1000 NORTH WEST STREET STE 1200 | WILMINGTON | DE | 19801 | N/A | PUBLIC CHARITY | BENEFIT THE INSTITUTE OF CHILD HEALTH/CWCG | $118,000 |
| THE AMERICAN FUND FOR CHARITIES | |||||||
| 1000 NORTH WEST STREET STE 1200 | WILMINGTON | DE | 19801 | N/A | PUBLIC CHARITY | BENEFIT G M MEMORIAL FUND | $120,000 |
| 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 |
| GIRLS INC | |||||||
| 120 WALL STREET | NEW YORK | NY | 10005 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $60,000 |
| FAIRBANKS HOSPITAL INC | |||||||
| 8102 CLEARVISTA PKWY | INDIANAPOLIS | IN | 46256 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $60,000 |
| HERITAGE MUSEUMS & GARDENS | |||||||
| 67 GROVE STREET | SANDWICH | MA | 02563 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $50,000 |
| LEGACY HOUSE | |||||||
| 2505 NORTH ARLINGTON AVE | INDIANAPOLIS | IN | 46218 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $60,000 |
| VOLUNTEERS OF AMERICA INDIANA | |||||||
| 927 NORTH PENNSYLVANIA ST | INDIANAPOLIS | IN | 46204 | N/A | PUBLIC CHARITY | BENEFIT OF THEODORA HOUSE | $60,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 16311285 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $3,183,233 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $72 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $15,792,490 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $18,975,795 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 18975795 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | RUTH LILLY IRR SPECIAL TRUST | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | 54878842 | AggregateContributions |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | STOCKS, BONDS, CASH | NoncashPropertyDescription |
| Fair Market Value | 54878842 | FairMarketValue |
| Date Received | 2012-03-26 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | Category |
| Amount | $700 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 700 | DisbursementsCharitablePrps |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Oth Prog Rltd Investments AllOthProgRltdInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | N/A | Description |
| Amount | $0 | Amount |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | FIXED INCOME | NameOfBond |
| EOY Book Value | 22754078 | EOYBookValue |
| EOYFMV | 22625278 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | EQUITIES | NameOfStock |
| EOY Book Value | 86129008 | EOYBookValue |
| EOYFMV | 92810823 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 31188913 | BookValue |
| EOYFMV | 31061591 | EOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| BARNES & THORNBURG LLP | $17,066 | 0 | 17066 |
| TAFT STETTINIUS & HOLLISTER LLP | $59,640 | 0 | 59640 |
| MCDERMOTT WILL & EMERY | $5,453 | 0 | 5453 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DIFFERENCE BETWEEN MARKET VALUE AND COST BASIS | $3,223,149 |
| COST BASIS ADJUSTMENT | $8,585 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADR SERVICE FEES | Description |
| Revenue And Expenses Per Books | 302 | RevenueAndExpensesPerBooks |
| Net Investment Income | 302 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PARTNERSHIP DISTRIBUTIONS | Description |
| Revenue And Expenses Per Books | 72 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 72 | AdjustedNetIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| POSTED CURR YR TAXED PRIOR YR | $11,135 |
| ROUNDING ADJUSTMENT | $2 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (6 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOSTER DYKEMA CABOT INVESTMENT MANAGEMENT FEE | $26,709 | 26709 | 0 |
| RCL ADVISORS INVESTMENT MANAGEMENT FEE | $26,041 | 26041 | 0 |
| TUPELO TREE PARTNERS | $31,165 | 31165 | 0 |
| GOEZLER | $5,000 | 5000 | 0 |
| BRYAN CAVE | $597 | 597 | 0 |
| TUPELO TREE INVESTMENT MANAGEMENT FEE | $29,362 | 29362 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes (4 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| PRIOR YEAR TAX BALANCE DUE | $75,000 | 0 | 0 |
| ESTIMATED TAX PAID | $90,000 | 0 | 0 |
| FOREIGN TAXES PAID | $533 | 533 | 0 |
| FOREIGN TAXES PAID FROM PARTNERSHIP | $0 | 983 | 0 |
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