Christel DeHaan Family Foundation Inc: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- Christel DeHaan Family Foundation Inc (EIN 35-1939960)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-09-11
- IRS object ID
- 201202559349100500
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Compensation Explanation
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-09-11T09:20:18-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 N Illinois Street | AddressLine1 |
| City | Indianapolis | City |
| State | IN | State |
| ZIP Code | 46204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351939960 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Christel DeHaan Family Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % JOE SCHNEIDER | InCareOfName |
| Name Control | CHRI | NameControl |
| Phone | 3174642333 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 W Market Street | AddressLine1 |
| City | Indianapolis | City |
| State | IN | State |
| ZIP Code | 46204 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOE SCHNEIDER | Name |
| Title | DIRECTOR | Title |
| Date Signed | 2012-08-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3173834000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 37869257 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 546088 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 546088 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 504757 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1038070 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 504757 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 344743 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 297006 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 1395588 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1347851 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 40142 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 40142 | CompOfcrDirTrstDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 2200 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 2200 | PensionEmplBnftDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 10243 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 10243 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 52900 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 51238 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 1662 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 3765 | TaxesRevAndExpnss |
| Taxes Dsbrs Chrtbl Prps | 3765 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 21315 | DeprecAndDepletionRevAndExpnss |
| Occupancy Rev And Expnss | 35662 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 2853 | OccupancyNetInvstIncm |
| Occupancy Dsbrs Chrtbl Prps | 32809 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 1223 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 1223 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 264135 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 197265 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 7083 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 431585 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 261599 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 88884 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 893182 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 893182 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1324767 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 261599 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 982066 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 70821 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1086252 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 3829133 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1917810 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1917810 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 712861 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 3567 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1557 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 33841353 | InvestmentsOtherBOY |
| Investments Other EOY | 36554106 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 35896724 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 417594 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 364428 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 74481 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 53166 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 53166 | LandBuildingAndEquipmentEOYFMV |
| Total Assets BOY | 38457828 | TotalAssetsBOY |
| Total Assets EOY | 38528649 | TotalAssetsEOY |
| Total Assets EOYFMV | 37869257 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 38457828 | RetainedEarningsBOY |
| Retained Earnings EOY | 38528649 | RetainedEarningsEOY |
| Total Net Assets BOY | 38457828 | TotalNetAssetsBOY |
| Total Net Assets EOY | 38528649 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 38457828 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 38528649 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 38457828 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 70821 | ExcessOfRevenueOverExpenses |
| Subtotal | 38528649 | Subtotal |
| Total Net Assets Fund Balances EOY | 38528649 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (35 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| STSOM1-HORIZON | 2011-01-01 | 2011-06-30 | 22 | 0 | 22 | 22 |
| INTLCG | 2011-01-01 | 2011-06-30 | 6580 | 0 | 6580 | 6580 |
| INTLCG | 2010-01-01 | 2011-12-31 | 1565 | 0 | 1565 | 1565 |
| CASH-ST | 2011-01-01 | 2011-06-30 | 0 | 3088 | -3088 | -3088 |
| CASH-LT | 2010-01-01 | 2011-12-31 | 34192 | 0 | 34192 | 34192 |
| LGCORE | 2011-01-01 | 2011-06-30 | 0 | 22958 | -22958 | -22958 |
| LGCORE | 2010-01-01 | 2011-12-31 | 43636 | 0 | 43636 | 43636 |
| LGVALU | 2010-01-01 | 2011-12-31 | 0 | 657 | -657 | -657 |
| LGGROW | 2011-01-01 | 2011-06-30 | 0 | 101153 | -101153 | -101153 |
| LGGROW | 2010-01-01 | 2011-12-31 | 209423 | 0 | 209423 | 209423 |
| MDCORE | 2011-01-01 | 2011-06-30 | 0 | 1952 | -1952 | -1952 |
| MDCORE | 2010-01-01 | 2011-12-31 | 86807 | 0 | 86807 | 86807 |
| SMCORE | 2011-01-01 | 2011-06-30 | 0 | 31182 | -31182 | -31182 |
| SMCORE | 2010-01-01 | 2011-12-31 | 14687 | 0 | 14687 | 14687 |
| SMVALU | 2011-01-01 | 2011-06-30 | 0 | 34765 | -34765 | -34765 |
| SMVALU | 2010-01-01 | 2011-12-31 | 33285 | 0 | 33285 | 33285 |
| STSOM1-HORIZON | 2011-01-01 | 2011-06-30 | 0 | 25909 | -25909 | -25909 |
| STSOM1-HORIZON | 2010-01-01 | 2011-12-31 | 104797 | 0 | 104797 | 104797 |
| STDOM2-KEELEY | 2011-01-01 | 2011-06-30 | 0 | 35 | -35 | -35 |
| STDOM2-KEELEY | 2010-01-01 | 2011-12-31 | 32037 | 0 | 32037 | 32037 |
| INTLCC | 2011-01-01 | 2011-06-30 | 0 | 14228 | -14228 | -14228 |
| INTLCC | 2010-01-01 | 2011-12-31 | 0 | 243806 | -243806 | -243806 |
| INTLCV | 2011-01-01 | 2011-06-30 | 0 | 588 | -588 | -588 |
| INTLCV | 2010-01-01 | 2011-12-31 | 121494 | 0 | 121494 | 121494 |
| MDVALU | 2011-01-01 | 2011-06-30 | 0 | 2645 | -2645 | -2645 |
| MDVALU | 2010-01-01 | 2011-12-31 | 212076 | 0 | 212076 | 212076 |
| ICAHN ENTERPRISES L.P. K-1 | 2011-01-01 | 2011-06-30 | 1 | 0 | 1 | 1 |
| ARCHIPELAGO PARTNERS, LP K-1 | 2011-01-01 | 2011-06-30 | 4700 | 0 | 4700 | 4700 |
| ARCHIPELAGO PARTNERS, LP K-1 | 2000-01-01 | 2011-12-31 | 110611 | 0 | 110611 | 110611 |
| NORTHERN TRUST K-1 | 2011-01-01 | 2011-06-30 | 2672 | 0 | 2672 | 2672 |
| NORTHERN TRUST K-1 | 2000-01-01 | 2011-12-31 | 19485 | 0 | 19485 | 19485 |
| FINANCIAL STOCKS CPA PTNRS | 2000-01-01 | 2011-12-31 | 0 | 1799 | -1799 | -1799 |
| HOUSE INVESTMENTS-REAL ESTATE | 2011-01-01 | 2011-06-30 | 0 | 12064 | -12064 | -12064 |
| HOUSE INVESTMENTS-REAL ESTATE | 2000-01-01 | 2011-12-31 | 0 | 25318 | -25318 | -25318 |
| BLACKSTONE PARK AVE K-1 | 2000-01-01 | 2011-12-31 | 0 | 11166 | -11166 | -11166 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 504757 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 733277 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 38813862 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.018892 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 789871 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 36896719 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.021408 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1108582 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 42903164 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.025839 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 931678 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 45023511 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.020693 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 3908424 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 43302494 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.090259 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.177091 | TotalDistributionRatio |
| Average Distribution Ratio | 0.035418 | AverageDistributionRatio |
| Net Noncharitable Assets | 41613119 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1473853 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 10863 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1484716 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 982066 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 21725 | InvestmentIncomeExciseTax |
| Subtotal | 21725 | Subtotal |
| Tax Based On Investment Income | 21725 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 27700 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 5852 | TaxPaidWithExtension |
| Total Credits And Payments | 33552 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 11827 | Overpayment |
| Amount Credited To Next Year | 11827 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | true | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | true | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | IN | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOE SCHNEIDER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 3174642010 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 W MARKET ST 1990 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | true | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (10 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 |
|---|---|---|---|---|---|---|---|---|
| CHRISTEL DEHAAN | ||||||||
| 10 W Market Street | Indianapolis | IN | 46204 | PRESIDENT | 5.0 | 0 | ||
| TIMOTHY E DEHAAN | ||||||||
| 10 W Market Street | Indianapolis | IN | 46204 | VICE PRESIDENT | 1.0 | 0 | ||
| KEITH A DEHAAN | ||||||||
| 10 W Market Street | Indianapolis | IN | 46204 | VICE PRESIDENT | 1.0 | 0 | ||
| KIRSTEN A DEHAAN | ||||||||
| 10 W Market Street | Indianapolis | IN | 46204 | VICE PRESIDENT | 1.0 | 0 | ||
| JOSEPH SCHNEIDER | ||||||||
| 10 W Market Street | Indianapolis | IN | 46204 | TREASURER | 8.0 | 0 | ||
| CHERYL J WENDLING | ||||||||
| 10 W Market Street | Indianapolis | IN | 46204 | SENIOR VP/SECRETARY | 5.0 | 0 | ||
| MARK WILLIS | ||||||||
| 10 W Market Street | Indianapolis | IN | 46204 | CHIEF INVESTMENT OFFICER | 8.0 | 0 | ||
| MELYNNE KLAUS | ||||||||
| 10 W Market Street | Indianapolis | IN | 46204 | EXECUTIVE DIRECTOR | 24.0 | 40142 | 2200 | 0 |
| NELSON HITCHCOCK III | ||||||||
| 10 W Market Street | Indianapolis | IN | 46204 | DIRECTOR | 1.0 | 0 | ||
| JIM REED | ||||||||
| 10 W Market Street | Indianapolis | IN | 46204 | DIRECTOR | 1.0 | 0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Charitable Acty | SummaryOfDirectCharitableActy | |
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 38852299 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 3394522 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 42246821 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 42246821 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 633702 | CashDeemedCharitable |
| Net Noncharitable Assets | 41613119 | NetNoncharitableAssets |
| Minimum Investment Return | 2080656 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 2080656 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 21725 | TaxBasedOnInvestmentIncome |
| Total Tax | 21725 | TotalTax |
| Distributable Amount Before Adj | 2058931 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 2058931 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 2058931 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 982066 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 982066 | QualifyingDistributions |
| Adj Qualifying Distributions | 982066 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 2058931 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2009 | PriorYear1 |
| Prior Year2 | 2008 | PriorYear2 |
| Prior Year3 | 2007 | PriorYear3 |
| Excess Distri Carryover Year5 | 3981138 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 931678 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 1108582 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 789871 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 733277 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 7544546 | TotalExcessDistriCarryover |
| Qualifying Distributions | 982066 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Treated As Distri From Corpus | 982066 | TreatedAsDistriFromCorpus |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 2058931 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 2058931 | ExcessDistriCyovAppliedCY |
| Total Corpus | 6467681 | TotalCorpus |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 1922207 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 4545474 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 931678 | ExcessFromYear4 |
| Excess From Year3 | 1108582 | ExcessFromYear3 |
| Excess From Year2 | 789871 | ExcessFromYear2 |
| Excess From Year1 | 733277 | ExcessFromYear1 |
| Excess From Current Year | 982066 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | C DEHAAN | ContributingManager |
| Shareholder Manager | NA | ShareholderManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | M KLAUS DIRECTOR OF GRANT PROGRAMs | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 W MARKET STREET 1990 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 3174642038 | RecipientPhoneNumber |
| Form And Info And Materials | LETTER OF INQUIRY | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | K-12 EDUCATION IN INDIANA AND ARTS CULTURE IN INDIANAPOLIS AS WELL AS OTHER DISCRETIONARY GRANTS | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (81 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| 100 Black Men | ||||||||
| 3901 N MERIDIAN STREET | INDIANAPOLIS | IN | 46208 | NONE | 501(C)(3) | in honor of An Elegant Evening w/the 100 | $3,000 | |
| 2012 Community Legacy Inc | ||||||||
| 515 EAST MAIN STREET | CARMEL | IN | 46032 | NONE | 501(C)(3) | support John Wooden Public Art Sculpture on Georgi | $50,000 | |
| American Lung Assoc | ||||||||
| 115 WEST WASHINGTON STREET | INDIANAPOLIS | IN | 46204 | NONE | 501(C)(3) | support effort of Hlth Promo Svcs, Team Carpe Diem | $500 | SUITE 1180 |
| American Pianist Assoc | ||||||||
| 4603 CLARENDON ROAD | INDIANAPOLIS | IN | 46208 | NONE | 501(C)(3) | general operating support | $520 | SUITE 030 |
| American Pianist Assoc | ||||||||
| 4603 CLARENDON ROAD | INDIANAPOLIS | IN | 46208 | NONE | 501(C)(3) | general operating support | $500 | SUITE 030 |
| American Pianist Assoc | ||||||||
| 4603 CLARENDON ROAD | INDIANAPOLIS | IN | 46208 | NONE | 501(C)(3) | support in honor of Great Homes/Great Music event | $5,000 | SUITE 030 |
| American Pianist Assoc | ||||||||
| 4603 CLARENDON ROAD | INDIANAPOLIS | IN | 46208 | NONE | 501(C)(3) | general operating support | $1,722 | SUITE 030 |
| American Pianist Assoc | ||||||||
| 4603 CLARENDON ROAD | INDIANAPOLIS | IN | 46208 | NONE | 501(C)(3) | general operating support | $5,400 | SUITE 030 |
| Arts Council of Indianapolis | ||||||||
| 924 NORTH PENNSYLVANIA STREET | INDIANAPOLIS | IN | 46204 | NONE | 501(C)(3) | support IDAA 2012 Fine Arts Pavilion | $10,000 | |
| Arts Council of Indiana | ||||||||
| 924 NORTH PENNSYLVANIA STREET | INDIANAPOLIS | IN | 46204 | NONE | 501(C)(3) | Start with Art luncheon 9/1/11 | $7,500 | |
| Athenaeum Docent | ||||||||
| 401 EAST MICHIGAN STREET | INDIANAPOLIS | IN | 46204 | NONE | 501(C)(3) | support 2011 production of Disney's Camp Rock Violin Comp. | $2,500 | |
| Boy Scouts of America | ||||||||
| 7125 FALL CREEK RD N | INDIANAPOLIS | IN | 46256 | NONE | 501(C)(3) | support in honor of award dinner honoring Anne & D Anderson | $1,000 | |
| Building Tomorrow Inc | ||||||||
| 407 FULTON STREET | INDIANAPOLIS | IN | 46202 | NONE | 501(C)(3) | in honor of 5th birthday celebration 10/28/11 | $2,500 | |
| Butler University | ||||||||
| 4600 SUNSET AVENUE | INDIANAPOLIS | IN | 46208 | NONE | 501(C)(3) | general operating support | $78,000 | |
| Central Indiana Community Fdtn | ||||||||
| 615 N ALABAMA STREET | INDIANAPOLIS | IN | 46204 | NONE | 501(C)(3) | support the Latino Scholarship Program | $5,000 | |
| Cheetah Conservation | ||||||||
| 620 EAST OHIO STREET | INDIANAPOLIS | IN | 46202 | NONE | 501(C)(3) | genl operating support in honor of trustee Polly H | $1,500 | |
| Christel House Academy | ||||||||
| 2717 SOUTH EAST STREET | INDIANAPOLIS | IN | 46225 | NONE | 501(C)(3) | teacher recognition activities-Natl Teacher Apprec | $250 | |
| Cultural Heritage | ||||||||
| 2236 E 10TH STREET | INDIANAPOLIS | IN | 46201 | NONE | 501(C)(3) | for Relectance Transformation Imaging Training-IMA | $2,500 | |
| Culver Education | ||||||||
| 1300 ACADEMY ROAD | CULVER | IN | 46511 | NONE | 501(C)(3) | $4k general operating & $6k CHI scholarship suppor | $10,000 | |
| Dance Kaleidoscope | ||||||||
| 4603 CLARENDON ROAD | INDIANAPOLIS | IN | 46208 | NONE | 501(C)(3) | general operating support | $5,500 | |
| Delta Waterfowl Fdtn | ||||||||
| PO BOX 3128 | BISMARCK | ND | 58502 | NONE | 501(C)(3) | general operating support | $2,000 | |
| Doctors Without Borders | ||||||||
| 333 7TH AVENUE | NEW YORK | NY | 10001 | NONE | 501(C)(3) | general operating support | $5,000 | |
| Doctors Without Borders | ||||||||
| 333 7TH AVENUE | NEW YORK | NY | 10001 | NONE | 501(C)(3) | support to earthquake & tsunami relief efforts in | $50,000 | |
| Earth Charter Indiana | ||||||||
| 3535 KESSLER BOULEVARD | INDIANAPOLIS | IN | 46222 | NONE | 501(C)(3) | designated to support the Greener Indiana project | $15,000 | NORTH DRIVE |
| Eiteljorg Museum | ||||||||
| 500 WEST WASHINGTON STREET | INDIANAPOLIS | IN | 46204 | NONE | 501(C)(3) | support of Indian Market Festival-entertainment st | $5,000 | |
| Emma Willard School | ||||||||
| 285 PAWLING AVENUE | TROY | NY | 12180 | NONE | 501(C)(3) | support the 2011 AUDACIA forum and initiative | $10,000 | |
| Encore Vocal Arts | ||||||||
| 8122 RIVER BAY DRIVE EAST | INDIANAPOLIS | IN | 46240 | NONE | 501(C)(3) | general operating support for concert | $5,000 | |
| Farmers and Hunters Feeding the Hungry | ||||||||
| PO BOX 323 | WILLIAMSPORT | MD | 21795 | NONE | 501(C)(3) | general operating support | $5,000 | |
| Freidman Fdtn for Educational Choice | ||||||||
| ONE AMERICAN SQUARE | INDIANAPOLIS | IN | 46282 | NONE | 501(C)(3) | support in honor & memory of Gordon St. Angelo | $300 | SUITE 2420 |
| Friends of the Council on Aging | ||||||||
| 223 WEST MAIN STREET | FORT WAYNE | IN | 46802 | NONE | 501(C)(3) | genl operating support-designated to local senior | $5,000 | |
| Girl Scouts of Central Indiana | ||||||||
| 2611 WATERFRONT PARKWAY EAST DRIVE | INDIANAPOLIS | IN | 46214 | NONE | 501(C)(3) | Governor's Leadership lunch | $1,000 | SUITE 100 |
| Girls Inc | ||||||||
| 441 WEST MICHIGAN STREET | INDIANAPOLIS | IN | 46202 | NONE | 501(C)(3) | in honor of 2011 Touchstone Honoree, Beverley Pitt | $1,260 | |
| Greater Indianapolis Progress Committee | ||||||||
| 200 E WASHINGTON ST 1901 | INDIANAPOLIS | IN | 46204 | NONE | 501(C)(3) | initiatives of the Indpls/Cologne Sister City Comm | $1,000 | |
| Gregory Hancock Dance Theatre | ||||||||
| 329 GRANDLE DR | CARMEL | IN | 46032 | NONE | 501(C)(3) | general operating support | $20,000 | |
| GuideStar | ||||||||
| 4801 COURTHOUSE STREET SUITE 220 | WILLIAMSBURG | VA | 23188 | NONE | 501(C)(3) | general operating support | $500 | |
| Handicapable Camp Inc | ||||||||
| PO BOX 716 | PLAINFIELD | IN | 46168 | NONE | 501(C)(3) | general operating support | $5,000 | |
| Harrison Center for the Arts | ||||||||
| 1505 NORTH DELAWARE STREET | INDIANAPOLIS | IN | 46202 | NONE | 501(C)(3) | general operating support | $35,000 | |
| Health Foundation of Greater Indianapolis | ||||||||
| 429 E VERMONT ST SUITE 300 | INDIANAPOLIS | IN | 46202 | NONE | 501(C)(3) | sponsor 2011 Spotlight event 5/2/11 | $2,400 | |
| Historic Landmark Fdtn | ||||||||
| 1201 CENTRAL AVENUE | INDIANAPOLIS | IN | 46202 | NONE | 501(C)(3) | in honor of Richard Ford/ Wonderous Opening Week | $1,000 | |
| Horizon Christian Fellowship | ||||||||
| 1001 E PALMER STREET | INDIANAPOLIS | IN | 46203 | NONE | 501(C)(3) | genl oper support | $5,000 | |
| Indiana Raptor Center | ||||||||
| 3027 INDIANA 262 | RISING SUN | IN | 47040 | NONE | 501(C)(3) | general operating support | $5,000 | |
| Indiana University Fdtn | ||||||||
| PO BOX 1847 | BLOOMINGTON | IN | 47402 | NONE | 501(C)(3) | support summer art camp-Summer Youth Program | $3,500 | |
| Indiana University Foundation | ||||||||
| PO BOX 1847 | BLOOMINGTON | IN | 47402 | NONE | 501(C)(3) | support of Harmonia Program of WFIU | $5,000 | |
| Indiana University Foundation | ||||||||
| PO BOX 1847 | BLOOMINGTON | IN | 47402 | NONE | 501(C)(3) | genl oper support for Polis Center-2011 Spirit & P | $2,500 | |
| Indiana University Foundation | ||||||||
| PO BOX 1847 | BLOOMINGTON | IN | 47402 | NONE | 501(C)(3) | IUPUI Solution Center-support of Ind Achievement A | $2,500 | |
| Indianapolis Art Center | ||||||||
| 820 EAST 67TH STREET | INDIANAPOLIS | IN | 46220 | NONE | 501(C)(3) | underwrite portion of American Scene at CHA | $4,000 | |
| Indianapolis Chamber Orchestra | ||||||||
| 4603 CLARENDON ROAD | INDIANAPOLIS | IN | 46208 | NONE | 501(C)(3) | support to underwrite CHA orchestra enhancement | $7,100 | |
| Indianapolis Peace and Justice Center | ||||||||
| 237 NORTH EAST STREET | INDIANAPOLIS | IN | 46204 | NONE | 501(C)(3) | support Earth House Collective | $1,000 | |
| Indianapolis Public Schools Fdtn | ||||||||
| 120 EAST WALNUT STREET | INDIANAPOLIS | IN | 46204 | NONE | 501(C)(3) | for Emmerich Manual HS Choral Dept-5 set of risers | $5,325 | |
| Indianapolis School of Ballet | ||||||||
| 502 N CAPITOL AVE | INDIANAPOLIS | IN | 46204 | NONE | 501(C)(3) | support of Coppelia for 5/20-5/22/11 | $5,000 | |
| Indianapolis Zoological Society | ||||||||
| 1200 WEST WASHINGTON STREET | INDIANAPOLIS | IN | 46222 | NONE | 501(C)(3) | general operating support | $20,000 | |
| Indianapolis Zoological Society | ||||||||
| 1200 WEST WASHINGTON STREET | INDIANAPOLIS | IN | 46222 | NONE | 501(C)(3) | The Indianapolis Prize & Gala Event 9/29/12 | $10,000 | |
| International Center of Indianapolis | ||||||||
| 32 EAST WASHINGTON STREET | INDIANAPOLIS | IN | 46204 | NONE | 501(C)(3) | support International Citizen of Year Event 9/15/1 | $5,000 | |
| International Violin Competition | ||||||||
| 32 EAST WASHINGTON STREET | INDIANAPOLIS | IN | 46204 | NONE | 501(C)(3) | general operating support for 2011-2012 | $30,000 | |
| INDIANAPOLIS SYMPHONY ORCHESTRA | ||||||||
| 46 MONUMENT CIRCLE | INDIANAPOLIS | IN | 46205 | NONE | 501(C)(3) | 2010 Christmas Concert | $50,000 | |
| INDIANAPOLIS SYMPHONY ORCHESTRA | ||||||||
| 46 MONUMENT CIRCLE | INDIANAPOLIS | IN | 46205 | NONE | 501(C)(3) | Opening Gala | $49,955 | |
| Jewish Community Center of Indpls | ||||||||
| 6701 HOOVER ROAD | INDIANAPOLIS | IN | 46260 | NONE | 501(C)(3) | support the 2011 Festival of Books and Arts | $3,000 | |
| Juvenile Diabetes | ||||||||
| 8440 WOODFIELD CROSSING 201 | INDIANAPOLIS | IN | 46240 | NONE | 501(C)(3) | support Ellen Devins, Team Bluegreen; Walkt to Cur Friends" | $200 | |
| Metropolitan Opera Association | ||||||||
| 1400 EAST HANNA AVENUE | INDIANAPOLIS | IN | 46227 | NONE | 501(C)(3) | 2011 Indiana District Auditions | $3,000 | |
| National Multiple Sclerosis | ||||||||
| 3500 DEPAUW BOULEVARD | INDIANAPOLIS | IN | 46268 | NONE | 501(C)(3) | 2011 Dinner of Champions event 2/22/11 | $2,500 | SUITE 1040 |
| National Wildlife Turkey Federation | ||||||||
| PO BOX 530 | EDGEFIELD | SC | 29824 | NONE | 501(C)(3) | $5k for NWTF In/$1500 to Women in the Outdoors | $6,500 | |
| National Wildlife Turkey Federation | ||||||||
| PO BOX 530 | EDGEFIELD | SC | 29824 | NONE | 501(C)(3) | designated to provide a trailer for educational pr | $2,000 | |
| Pacer's Basketball | ||||||||
| 125 SOUTH PENNSYLVANIA STREET | INDIANAPOLIS | IN | 46204 | NONE | 501(C)(3) | support educational program-choices for Champions | $10,000 | |
| Sisters of Providence | ||||||||
| 3301 SAINT MARYS ROAD | SAINT MARY OF THE WOOD | IN | 47876 | NONE | 501(C)(3) | capital support of Providence Hall; Preserving Lif | $5,000 | |
| St Vincent Hospital Fdtn | ||||||||
| 8402 HARCOURT ROAD SUITE 210 | INDIANAPOLIS | IN | 46260 | NONE | 501(C)(3) | support in honor of 2011 Key to the Cure Event | $5,000 | |
| The Children's Museum of Indpls | ||||||||
| 3000 NORTH MERIDIAN STREET | INDIANAPOLIS | IN | 46208 | NONE | 501(C)(3) | support early childhood gallery, playscape, arts a | $50,000 | |
| The Glass Program Dept of Art & Design | ||||||||
| 1100 EAST FIFTH STREET | ANDERSON | IN | 46012 | NONE | 501(C)(3) | directed purchase items=2-11 Wish List for AU Glas | $2,000 | |
| The Hoosier Salon | ||||||||
| 714 EAST 65TH STREET | INDIANAPOLIS | IN | 46220 | NONE | 501(C)(3) | Inaugural Evening Extraordinaire | $500 | |
| The Hutson School | ||||||||
| 7245 EAST 75TH STREET | INDIANAPOLIS | IN | 46256 | NONE | 501(C)(3) | general operation support | $2,500 | |
| Trusted Mentors Inc | ||||||||
| 872 VIRGINIA AVENUE | INDIANAPOLIS | IN | 46202 | NONE | 501(C)(3) | genl support-Bags2Riches 9/9/11 | $500 | |
| Virginia Gentlemens Fdtn | ||||||||
| 582 LYNNHAVEN PARKWAY | VIRGINIA BEACH | VA | 23452 | NONE | 501(C)(3) | 2011 JT Walk Friends of Frank;$500 to Ann Barker & | $750 | SUITE 202 |
| Virginia Gentlemens Fdtn | ||||||||
| 582 LYNNHAVEN PARKWAY | VIRGINIA BEACH | VA | 23452 | NONE | 501(C)(3) | 2011 JT Walk Friends of Frank;$500 to Ann Barker & | $250 | SUIRE 202 |
| VNA Care Network & Hospice | ||||||||
| 120 THOMAS STREET | WORCESTER | MA | 01608 | NONE | 501(C)(3) | support Hospice Care program in memory of Anne E. | $250 | |
| Women Like Us Fdtn | ||||||||
| 49 SOUTH ELM STREET | ZIONSVILLE | IN | 46077 | NONE | 501(C)(3) | support October '11 event w/Julia Butterfly & Loun | $1,000 | |
| Woodrow Wilson National Fellowship Fdtn | ||||||||
| 5 VAUGHN DRIVE | PRINCETON | NJ | 08540 | NONE | 501(C)(3) | general operating support | $75,000 | SUITE 300 |
| Young Audiences of Indiana | ||||||||
| 3921 NORTH MERIDIAN STREET SUITE 2 | INDIANAPOLIS | IN | 46208 | NONE | 501(C)(3) | general operating support | $20,000 | |
| Young Audiences of Indiana | ||||||||
| 3921 NORTH MERIDIAN STREET SUITE 2 | INDIANAPOLIS | IN | 46208 | NONE | 501(C)(3) | designated to CHA programs | $5,000 | |
| American Pianist Assoc | ||||||||
| 4603 CLARENDON ROAD | INDIANAPOLIS | IN | 46208 | NONE | 501(C)(3) | general operating support | $25,000 | SUITE 030 |
| Butler University | ||||||||
| 4600 sunset avenue | indianapolis | IN | 46208 | NONE | 501(c)(3) | general operating support | $35,000 | |
| Indiana Repertory Theatre | ||||||||
| 140 West Washington Street | Indianapolis | IN | 46204 | NONE | 501(c)(3) | general operating support | $25,000 | |
| Indiana Opera Society | ||||||||
| 250 E 38th Street | Indianapolis | IN | 46205 | NONE | 501(C)(3) | general operating support | $40,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 893182 | TotGrantOrContriPaidDuringYear |
Grant Or Contri Approved For Future GrantOrContriApprovedForFuture (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| INDIANAPOLIS SYMPHONY ORCHESTRA | |||||||
| 45 MONUMENT CIRCLE | INDIANAPOLIS | IN | 46204 | NONE | 501(C)(3) | CHRISTMAS CONCERT | $50,000 |
| BUTLER UNIVERSITY | |||||||
| 4600 SUNSET AVENUE | INDIANAPOLIS | IN | 46208 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $70,000 |
| INDIANAPOLIS SYMPHONY ORCHESTRA | |||||||
| 45 MONUMENT CIRCLE | INDIANAPOLIS | IN | 46204 | NONE | 501(C)(3) | OPENING GALA | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Approved Future | 170000 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments | |
| Int On Savings And Temp Cash Invst | IntOnSavingsAndTempCashInvst |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $546,087 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $504,757 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PARTNERSHIP INCOME/LOSS | Description |
| Business Code | 525990 | BusinessCode |
| Unrelated Business Income | $47,737 | UnrelatedBusinessIncomeAmount |
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $297,007 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $47,737 | UnrelatedBusinessIncomeAmount |
| Exclusion | $1,347,851 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1395588 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $10,243 | Amount |
| Net Investment Income | 10243 | NetInvestmentIncome |
Compensation Explanation CompensationExplanation
Compensation Compensation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | MELYNNE KLAUS | PersonName |
| Explanation | MELYNNE KLAUS IS ALSO THE ASSISTANT SECRETARY. HOWEVER, SHE IS NOT COMPENSATED FOR THESE SERVICES. | Explanation |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ELECTION WITH REGARD TO TREATMENT OF QUALIFYING DISTRIBUTIONS | Identifier |
| Return Reference | PART XIII | ReturnReference |
| Explanation | CHRISTEL DEHANN FAMILY FOUNDATION, INC. 35-1939960 ELECTION WITH REGARD TO TREATMENT OF QUALIFYING DISTRIBUTIONS PURSUANT TO CODE SECTION 4942(H)(2) AND REG. SECTION 53.4942(A)-3(D)(2), THE FOUNDATION ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS IN THE FOLLOWING AMOUNT: 12/31/11 - $982,066 | Explanation |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| HORIZON | 3567 | 1557 |
| KEELEY |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (32 entries)
| Category Or ItemCategoryOrItem | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|
| BLACKSTONE PARK AVENUE FUND | 3729044 | 3147299 |
| BLACKSTONE IF NONTAXABLE LP | 4512323 | 3126510 |
| BLACK DIAMOND CM OFFSHORE OPP. | 1513866 | 2409558 |
| SATURN INVESTMENTS | 100 | 100 |
| FINANCIAL STOCKS CAPITAL PTNRS | 573874 | 244569 |
| GLENROCK GLOBAL PARTNERS LTD | 747656 | 1030528 |
| HOUSE INVESTMENTS - RE OPP FD | 106418 | 106418 |
| WTC-ARCHIPELAGO PARTNERS | 1381181 | 1376798 |
| TIFF ABSOLUTE RETURN POOL | 966398 | 1290952 |
| FIXED | 5247296 | 5379218 |
| LGCORE | ||
| LGVALU | ||
| LGGROW | ||
| MDCORE | ||
| MDVALU | ||
| SMCORE | ||
| SMVALU | ||
| INTLCC | ||
| INTLCV | ||
| INTL EQUITY DEVELOPED | 871397 | 719496 |
| COMMODITIES | 484515 | 341184 |
| COLUMBUS CIRCLE | 3110486 | 3271565 |
| MCKEE | 3096384 | 3180903 |
| ATLANTA | 1392739 | 1534791 |
| TRADEWINDS | 1900918 | 1773780 |
| NEUBERGER | 1125072 | 1131443 |
| NTPEF IV | 300000 | 300000 |
| EM DEBT | 100193 | 95664 |
| FIRST STATE | 2212754 | 2313054 |
| PE CASH | 313912 | 313912 |
| AXIOM INTERNATIONAL EQUITY | 1106235 | 1119692 |
| FI TOTAL RETURN | 1761345 | 1689290 |
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (11 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| STAFF COSTS | 485 | 485 | |
| POSTAGE & SHIPPING | 57 | 57 | |
| DUES & SUBSCRIPTIONS | 2346 | 2346 | |
| SOFTWARE MAINTENANCE | 122 | 122 | |
| INSURANCE | 2445 | 2445 | |
| TELEPHONE | 591 | 591 | |
| LICENSES | 137 | 137 | |
| OFFICE SUPPLIES | 900 | 900 | |
| PARTNERSHIP EXPENSE | 197265 | 197265 | |
| FEDERAL TAXES | 49847 | ||
| STATE TAXES | 9940 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| PARTNERSHIP INCOME/LOSS | 343738 | 296001 |
| OTHER INCOME | 1005 | 1005 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| OTHER PROFESSIONAL FEES | $1,662 | 1662 | |
| PRORATED FIDUCIARY FEES | $51,238 | 51238 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EMPLOYMENT TAXES | Category |
| Amount | $3,765 | Amount |
| Disbursements Charitable Prps | 3765 | DisbursementsCharitablePrps |
Comments