Christel DeHaan Family Foundation Inc: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- Christel DeHaan Family Foundation Inc (EIN 35-1939960)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-09-27
- IRS object ID
- 201122709349100402
- Schema version
- 2010v3.4
- 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
- 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 | 2011-09-27T14:03:16-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | 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 | 2010-01-01 | 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) |
|---|---|---|
| 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 | 2011-11-15 | 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 | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 40657245 | 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 | 540933 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 540933 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 1212840 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2359183 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 1212840 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | -144874 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | -144874 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 1608899 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1608899 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 42676 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 42676 | CompOfcrDirTrstDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 2400 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 2400 | PensionEmplBnftDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 10095 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 10095 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 57770 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 57520 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 250 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 3878 | TaxesRevAndExpnss |
| Taxes Dsbrs Chrtbl Prps | 3878 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 21315 | DeprecAndDepletionRevAndExpnss |
| Occupancy Rev And Expnss | 37814 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 3025 | OccupancyNetInvstIncm |
| Occupancy Dsbrs Chrtbl Prps | 34789 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 1740 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 1740 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 140755 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 153401 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 10144 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 318443 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 224041 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 95877 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 637400 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 637400 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 955843 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 224041 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 733277 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 653056 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1384858 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 4877942 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 3829133 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 3829133 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 4551157 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 712861 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 916217 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 28279877 | InvestmentsOtherBOY |
| Investments Other EOY | 33841353 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 35837414 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 417594 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 343113 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 95796 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 74481 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 74481 | LandBuildingAndEquipmentEOYFMV |
| Total Assets BOY | 37804772 | TotalAssetsBOY |
| Total Assets EOY | 38457828 | TotalAssetsEOY |
| Total Assets EOYFMV | 40657245 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 37804772 | RetainedEarningsBOY |
| Retained Earnings EOY | 38457828 | RetainedEarningsEOY |
| Total Net Assets BOY | 37804772 | TotalNetAssetsBOY |
| Total Net Assets EOY | 38457828 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 37804772 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 38457828 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 37804772 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 653056 | ExcessOfRevenueOverExpenses |
| Subtotal | 38457828 | Subtotal |
| Total Net Assets Fund Balances EOY | 38457828 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (21 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| FIXED | 2000-01-01 | 2010-12-31 | 9 | 0 | 9 | 9 |
| LGCORE | 2010-01-01 | 2010-06-30 | 1 | 0 | 1 | 1 |
| ST INT-1RST EAGLE | 2010-01-01 | 2010-06-30 | 5682 | 0 | 5682 | 5682 |
| ST INT-1RST EAGLE | 2000-01-01 | 2010-12-31 | 11907 | 0 | 11907 | 11907 |
| ST INT-1RST EAGLE | 2010-01-01 | 2010-06-30 | 170543 | 0 | 170543 | 170543 |
| CASH | 2000-01-01 | 2010-12-31 | 125 | 0 | 125 | 125 |
| LGCORE | 2010-01-01 | 2010-06-30 | 23 | 0 | 23 | 23 |
| LGCORE | 2000-01-10 | 2010-12-31 | 1116 | 0 | 1116 | 1116 |
| LGVALU | 2010-01-01 | 2010-06-30 | 54025 | 0 | 54025 | 54025 |
| LGVALU | 2000-01-01 | 2010-12-31 | 24703 | 0 | 24703 | 24703 |
| MDVALU | 2010-01-01 | 2010-06-30 | 4966 | 0 | 4966 | 4966 |
| SMVALU | 2000-01-01 | 2010-12-31 | 2535 | 0 | 2535 | 2535 |
| ARCHIPELAGO PARTNERS, LP K-1 | 2010-01-01 | 2010-06-30 | 29240 | 0 | 29240 | 29240 |
| ARCHIPELAGO PARTNERS, LP K-1 | 2000-01-01 | 2010-12-31 | 86654 | 0 | 86654 | 86654 |
| HOUSE INVESTMENTS - REAL ESTATE OPP FUND III LP K-1 | 2010-01-01 | 2010-06-30 | 0 | 59167 | -59167 | -59167 |
| HOUSE INVESTMENTS - REAL ESTATE OPP FUND III LP K-1 | 2000-01-01 | 2010-12-31 | 0 | 8658 | -8658 | -8658 |
| BDCM OFFSHORE OPPORTUNITY FUND A AIV, LTD. K-1 | 2010-01-01 | 2010-06-30 | 216115 | 0 | 216115 | 216115 |
| BDCM OFFSHORE OPPORTUNITY FUND A AIV, LTD. K-1 | 2000-01-01 | 2010-12-31 | 0 | 78518 | -78518 | -78518 |
| BLACKSTONE PARK AVENUE K-1 | 2000-01-01 | 2010-12-31 | 319734 | 319734 | 319734 | |
| BLACKSTONE PARTNERS BPIF NONTAXABLE LP K-1 | 2000-01-01 | 2010-12-31 | 255593 | 255593 | 255593 | |
| CADOGAN | 2000-01-01 | 2010-12-31 | 1176212 | 1000000 | 176212 | 176212 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 1212840 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 789871 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 36896719 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.021408 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1108582 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 42903164 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.025839 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 931678 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 45023511 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.020693 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 3908424 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 43302494 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.090259 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 4237954 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 43211503 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.098075 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.256274 | TotalDistributionRatio |
| Average Distribution Ratio | 0.051255 | AverageDistributionRatio |
| Net Noncharitable Assets | 38813862 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1989404 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 13849 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 2003253 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 733277 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 27697 | InvestmentIncomeExciseTax |
| Subtotal | 27697 | Subtotal |
| Tax Based On Investment Income | 27697 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 23476 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 2000 | TaxPaidWithExtension |
| Total Credits And Payments | 25476 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Tax Due | 2221 | TaxDue |
| Amount Credited To Next Year | 0 | 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 | 0 | 0 |
| TIMOTHY E DEHAAN | ||||||||
| 10 W Market Street | Indianapolis | IN | 46204 | VICE PRESIDENT | 1.0 | 0 | 0 | 0 |
| KEITH A DEHAAN | ||||||||
| 10 W Market Street | Indianapolis | IN | 46204 | VICE PRESIDENT | 1.0 | 0 | 0 | 0 |
| KIRSTEN A DEHAAN | ||||||||
| 10 W Market Street | Indianapolis | IN | 46204 | VICE PRESIDENT | 1.0 | 0 | 0 | 0 |
| JOSEPH SCHNEIDER | ||||||||
| 10 W Market Street | Indianapolis | IN | 46204 | TREASURER | 8.0 | 0 | 0 | 0 |
| CHERYL J WENDLING | ||||||||
| 10 W Market Street | Indianapolis | IN | 46204 | SENIOR VP/SECRETARY | 5.0 | 0 | 0 | 0 |
| MARK WILLIS | ||||||||
| 10 W Market Street | Indianapolis | IN | 46204 | CHIEF INVESTMENT OFFICER | 8.0 | 0 | 0 | 0 |
| MELYNNE KLAUS | ||||||||
| 10 W Market Street | Indianapolis | IN | 46204 | ASSISTANT SECRETARY | 24.0 | 42676 | 2400 | 0 |
| NELSON HITCHCOCK III | ||||||||
| 10 W Market Street | Indianapolis | IN | 46204 | DIRECTOR | 1.0 | 0 | 0 | 0 |
| JIM REED | ||||||||
| 10 W Market Street | Indianapolis | IN | 46204 | DIRECTOR | 1.0 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Charitable Acty | SummaryOfDirectCharitableActy | |
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 34723973 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 4680963 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 39404936 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 39404936 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 591074 | CashDeemedCharitable |
| Net Noncharitable Assets | 38813862 | NetNoncharitableAssets |
| Minimum Investment Return | 1940693 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1940693 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 27697 | TaxBasedOnInvestmentIncome |
| Total Tax | 27697 | TotalTax |
| Distributable Amount Before Adj | 1912996 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 1912996 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 1912996 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 733277 | 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 | 733277 | QualifyingDistributions |
| Adj Qualifying Distributions | 733277 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1912996 | DistributableAmountAsAdjusted |
| Prior Year1 | 2008 | PriorYear1 |
| Prior Year2 | 2007 | PriorYear2 |
| Prior Year3 | 2006 | PriorYear3 |
| Excess Distri Carryover Year5 | 4104290 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 3981138 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 931678 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 1108582 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 789871 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 10915559 | TotalExcessDistriCarryover |
| Qualifying Distributions | 733277 | QualifyingDistributions |
| Treated As Distri From Corpus | 733277 | TreatedAsDistriFromCorpus |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 1912996 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 1912996 | ExcessDistriCyovAppliedCY |
| Total Corpus | 9735840 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 2191294 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 7544546 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 3981138 | ExcessFromYear4 |
| Excess From Year3 | 931678 | ExcessFromYear3 |
| Excess From Year2 | 1108582 | ExcessFromYear2 |
| Excess From Year1 | 789871 | ExcessFromYear1 |
| Excess From Current Year | 733277 | 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 | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (69 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 |
|---|---|---|---|---|---|---|---|---|
| ALS Assoc DCMDVA Chapter | ||||||||
| 6525 E 82ND STREET SUITE 115 | INDIANAPOLIS | IN | 46250 | NONE | 501(C)(3) | Support team member Ann Barker on "Friend of Frank" team for ALS Walk | $500 | |
| American Cancer Society | ||||||||
| 5635 W 96TH STREET SUITE 100 | INDIANAPOLIS | IN | 46278 | NONE | 501(C)(3) | NYC Marathon-FR of Elliot C Trexler Team | $1,000 | |
| American Institue for Cancer Research | ||||||||
| 1759 R STREET NW | WASHINGTON | DC | 20009 | NONE | 501(C)(3) | general operating support | $500 | |
| American Lung Assoc | ||||||||
| 115 WEST WASHINGTON STREET SUITE 11 | INDIANAPOLIS | IN | 46204 | NONE | 501(C)(3) | support Breathe Better w/Busk team in Lung Walk | $1,000 | |
| Arts Council of Indianapolis | ||||||||
| 924 NORTH PENNSYLVANIA STREET | INDIANAPOLIS | IN | 46204 | NONE | 501(C)(3) | Start w/Art luncheon 9/3/10 | $5,000 | |
| Association of Small Foundations | ||||||||
| 1720 N STREET NW | WASHINGTON | DC | 20036 | NONE | 501(C)(3) | general operating support | $500 | |
| Autism Speaks | ||||||||
| 1 EAST 33RD STREET | NEW YORK | NY | 10016 | NONE | 501(C)(3) | Kim Strunk supporter event id347578 | $1,000 | |
| Boy Scouts of America | ||||||||
| 7125 FALL CREEK RD N | INDIANAPOLIS | IN | 46256 | NONE | 501(C)(3) | support Marsh cookout on the Circle 6/17/10 | $150 | |
| Butler University | ||||||||
| 4600 SUNSET AVENUE | INDIANAPOLIS | IN | 46208 | NONE | 501(C)(3) | general operating support-to support CHA programs | $34,000 | |
| Butler University | ||||||||
| 4601 SUNSET AVENUE | INDIANAPOLIS | IN | 46209 | NONE | 501(C)(3) | CD VITA program-1st installment | $35,000 | |
| Cathedral Arts | ||||||||
| 32 EAST WASHINGTON STREET | INDIANAPOLIS | IN | 46204 | NONE | 501(C)(3) | genl oper support-broadcast costs of 2010 Intl Violin Comp. | $58,000 | |
| Children's Miracle Network | ||||||||
| 205 WEST 700 SOUTH | SALT LAKE CITY | UT | 84101 | NONE | 501(C)(3) | benefit Riley Children's Hosp-fr efforts Chase Anderson | $200 | |
| Christian Youth Theatre of Indianapolis | ||||||||
| 17849 GRASSY KNOLL DR | WESTFIELD | IN | 46074 | NONE | 501(C)(3) | general operating support | $5,000 | |
| Climb for Memory | ||||||||
| 225 N MICHIGAN AVE FL 17 | CHICAGO | IL | 60601 | NONE | 501(C)(3) | benefit Alzheimer's research-upcoming Mt. Everst climb | $500 | |
| Culver Education Fdtn | ||||||||
| 1300 ACADEMY ROAD | CULVER | IN | 46511 | NONE | 501(c)(3) | $9k genl oper support;$6k support for Christel House student | $15,000 | |
| Delta Waterfowl Foundation | ||||||||
| PO BOX 3128 | BISMARCK | ND | 58502 | NONE | 501(c)(3) | general operating support | $5,500 | |
| Development in Gardening | ||||||||
| PO BOX 18138 | DENVER | CO | 80218 | NONE | 501(c)(3) | general operating support | $5,000 | |
| Eiteljorg Museum | ||||||||
| 500 WEST WASHINGTON STREET | INDIANAPOLIS | IN | 46204 | NONE | 501(c)(3) | sponsor entertainment state-Indian Mkt/Festival 6/10 | $5,000 | |
| Farmers & Hunters Feeding the Hungry | ||||||||
| PO BOX 323 | WILLIAMSPORT | MD | 21795 | NONE | 501(c)(3) | general operating support | $1,000 | |
| Feinstein Foundation | ||||||||
| 37 ALHAMBRA CIRCLE | CRANSTON | RI | 02905 | NONE | 501(C)(3) | sponsor Great Amer Songbk HS comp 6/10 | $1,000 | |
| Friends of the Lincoln Collection of Indiana | ||||||||
| PO BOX 11083 | FORT WAYNE | IN | 46855 | NONE | 501(C)(3) | general operating support | $50,000 | |
| Gleaners Food Bank | ||||||||
| 3737 WALDEMERE AVENUE | INDIANAPOLIS | IN | 46241 | NONE | 501(C)(3) | capital support for new facility | $5,000 | |
| Greater Indianapolis Progress Committee | ||||||||
| 200 E WASHINGTON ST 1901 | INDIANAPOLIS | IN | 46204 | NONE | 501(C)(3) | support 2010 People to People-Cologne Sister City | $500 | |
| Gregory Hancock Dance Theatre | ||||||||
| 329 GRANDLE DR | CARMEL | IN | 46032 | NONE | 501(C)(3) | Once Upon a Time in India support | $20,000 | |
| GuideStar | ||||||||
| 4801 COURTHOUSE STREET SUITE 220 | WILLIAMSBURG | VA | 23188 | NONE | 501(C)(3) | general operating support | $250 | |
| Habitat for Humanity | ||||||||
| 1011 E 22ND STREET | INDIANAPOLIS | IN | 46202 | NONE | 501(C)(3) | general operating support | $1,500 | |
| Harrison Center for the Arts | ||||||||
| 1505 NORTH DELAWARE | INDIANAPOLIS | IN | 46202 | NONE | 501(C)(3) | general operating support | $40,000 | |
| Health Foundation of Greater Indpls | ||||||||
| 429 E VERMONT ST SUITE 300 | INDIANAPOLIS | IN | 46202 | NONE | 501(C)(3) | support Spotlight 2010 - 5/10/10 | $2,300 | |
| Heartland Truly Moving Pictures | ||||||||
| 2135 HOFFMAN ROAD | INDIANAPOLIS | IN | 46241 | NONE | 501(C)(3) | support 2010 Heartland Film Festival | $5,000 | |
| Indiana Repertory theatre | ||||||||
| 140 WEST WASHINGTON STREET | INDIANAPOLIS | IN | 46204 | NONE | 501(C)(3) | General Operating Support | $20,000 | |
| Indiana University | ||||||||
| PO BOX 1847 | BLOOMINGTON | IN | 47402 | NONE | 501(C)(3) | Summer Youth Program-Herron Art camps | $2,500 | |
| Indiana University Fdtn | ||||||||
| PO BOX 1848 | BLOOMINGTON | IN | 47403 | NONE | 501(C)(3) | support-3k Well Hse Soc;25k IU Jacobs Sch of Music | $28,000 | |
| Indiana University Fdtn | ||||||||
| PO BOX 1849 | BLOOMINGTON | IN | 47404 | NONE | 501(C)(3) | 2010 support for Harmonia Program - WFIU | $5,000 | |
| Indiana University Fdtn | ||||||||
| PO BOX 1850 | BLOOMINGTON | IN | 47405 | NONE | 501(C)(3) | support for the Polis Center; Spirit & Place Festival | $2,500 | |
| Indianapolis Baroque Orchestra | ||||||||
| 401 EAST MICHIGAN STREET | INDIANAPOLIS | IN | 46204 | NONE | 501(C)(3) | general operating support | $7,500 | |
| Indianapolis School of Ballet | ||||||||
| 502 N CAPITAL AVE B | INDIANAPOLIS | IN | 46204 | NONE | 501(C)(3) | sponsor A Midsummer Night's Dream 5/10 | $5,000 | |
| Indianapolis Symphony Orchestra | ||||||||
| 45 MONUMENT CIRCLE | INDIANAPOLIS | IN | 46204 | NONE | 501(C)(3) | support of the Metropolitan Youth Orchestra & CHA programs | $25,000 | |
| International Center of Indianapolis | ||||||||
| 32 EAST WASHINGTON STREET | INDIANAPOLIS | IN | 46204 | NONE | 501(C)(3) | sponsorship International Citizens of Year 4/22/10 | $9,500 | |
| ISO | ||||||||
| 46 MONUMENT CIRCLE | INDIANAPOLIS | IN | 46205 | NONE | 501(C)(3) | General Operating Support | $97,300 | |
| Jewish Community Center | ||||||||
| 6701 HOOVER ROAD | INDIANAPOLIS | IN | 46260 | NONE | 501(C)(3) | support for 2010 Ann Katz Festival of Books | $2,500 | |
| Juvenile Diabetes Reserch Fdtn | ||||||||
| 8440 WOODFIELD CROSSING 201 | INDIANAPOLIS | IN | 46240 | NONE | 501(C)(3) | Walk to Cure-support walker Ellen Devine | $200 | |
| La Plaza Inc | ||||||||
| 8902 EAST 38TH STREET | INDIANAPOLIS | IN | 46226 | NONE | 501(C)(3) | Night of the Americas Dinner 4/10/10 | $5,000 | |
| Little Red Door Cancer Agency | ||||||||
| 1801 NORTH MERIDIAN STREET | INDIANAPOLIS | IN | 46202 | NONE | 501(C)(3) | 65th Anniv Opening Rec& Art Exhibit | $2,500 | |
| Marian University | ||||||||
| 3200 COLD SPRING ROAD | INDIANAPOLIS | IN | 46222 | NONE | 501(C)(3) | support Grotto installation in honor of Semlers | $250 | |
| Marian University | ||||||||
| 3201 COLD SPRING ROAD | INDIANAPOLIS | IN | 46223 | NONE | 501(C)(3) | general operating support | $3,000 | |
| Metropolitan Opera Assoc | ||||||||
| LINCOLN CENTER | NEW YORK | NY | 10023 | NONE | 501(C)(3) | support IN & Tri-State Auditions | $3,000 | 500 W WASHINGTON ST |
| Nathan Adelson Hospice | ||||||||
| 4141 SWENSON ST | LAS VEGAS | NV | 89119 | NONE | 501(C)(3) | support in memory of John Sweeney | $300 | SUITE 300 |
| National Wild Turkey Federation | ||||||||
| PO BOX 530 | EDGEFIELD | SC | 29824 | NONE | 501(C)(3) | general operating support-special designations | $6,500 | |
| NPR Foundation | ||||||||
| DEPT 6054 | WASHINGTON | DC | 20042 | NONE | 501(C)(3) | general operating support | $2,000 | |
| OVAR Coming Together | ||||||||
| 2625 N MERIDIAN STREET | INDIANAPOLIS | IN | 46208 | NONE | 501(C)(3) | honor of Ovarian Cancer Fundraiser | $1,000 | |
| Pacer's Basketball | ||||||||
| 125 SOUTH PENNSYLVANIA STREET | INDIANAPOLIS | IN | 46204 | NONE | 501(C)(3) | Fever educational field trip 5/5/10 | $5,000 | |
| Progress House | ||||||||
| 201 SHELBY STREET | INDIANAPOLIS | IN | 46202 | NONE | 501(C)(3) | general operating support | $2,500 | |
| Return to the Wild | ||||||||
| PO BOX 1153 | NASHVILLE | IN | 47448 | NONE | 501(C)(3) | provde two smaller cages & operating exp such as food | $2,000 | |
| Return to the Wild | ||||||||
| PO BOX 1154 | NASHVILLE | IN | 47449 | NONE | 501(C)(3) | support for storage shed and general oper | $2,000 | 111 MONUMENT CIRCLE SUITE 1900 |
| Robots to the Rescue | ||||||||
| 107 N PENNSYLVANIA ST SUITE 804 | INDIANAPOLIS | IN | 46204 | NONE | 501(C)(3) | general operating support in lieu of attending event | $5,000 | |
| Rocky Mountain Cares | ||||||||
| 4545 EAST NINTH AVENUE SUITE 120 | DENVER | CO | 80220 | NONE | 501(C)(3) | general operating support | $5,000 | |
| Spoleto Festival | ||||||||
| 14 GEORGE STREET | CHARLESTON | SC | 29401 | NONE | 501(C)(3) | general operating support | $4,500 | |
| St Vincent Hospital | ||||||||
| 8402 HARCOURT ROAD SUITE 210 | INDIANAPOLIS | IN | 64260 | NONE | 501(C)(3) | support 2010 Trilogy of Events | $15,000 | |
| St Vincent Hospital Fdtn | ||||||||
| 8403 HARCOURT ROAD SUITE 210 | INDIANAPOLIS | IN | 64261 | NONE | 501(C)(3) | general operating support | $4,700 | |
| Traders Point Christian Schools | ||||||||
| 6600 INDIANAPOLIS ROAD | WHITESTOWN | IN | 46075 | NONE | 501(C)(3) | genl oper support-Dibels Wireless SW/HW | $10,750 | |
| Trinity Episcopal Church | ||||||||
| 3243 NORTH MERIDIAN STREET | INDIANAPOLIS | IN | 46208 | NONE | 501(C)(3) | Meridian Song Projects "An Evening with my Friends" | $500 | |
| United Way of Central IN | ||||||||
| 3901 N MERIDIAN STREET | INDIANAPOLIS | IN | 46208 | NONE | 501(C)(3) | general operating support | $10,000 | |
| University of Indianapolis | ||||||||
| 1400 EAST HANNA AVENUE | INDIANAPOLIS | IN | 46227 | NONE | 501(C)(3) | sponsor "The German Music Hour" on WICR | $1,000 | |
| University of Indianapolis | ||||||||
| 1401 EAST HANNA AVENUE | INDIANAPOLIS | IN | 46228 | NONE | 501(C)(3) | sponsor "The German Music Hour" on WICR | $1,000 | PO BOX 608 |
| WFYI Indianapolis | ||||||||
| 1630 N MERIDIAN ST | INDIANAPOLIS | IN | 46202 | NONE | 501(C)(3) | 2010 Achievement Award Video | $2,500 | |
| Women Like Us Fdtn | ||||||||
| 49 SOUTH ELM ST | ZIONSVILLE | IN | 46077 | NONE | 501(C)(3) | Serbia event honoring Prince Alexander & Princess | $1,000 | |
| Young Audiences of Indiana | ||||||||
| 3921 NORTH MERIDIAN STREET SUITE 2 | INDIANAPOLIS | IN | 46208 | NONE | 501(C)(3) | genl support=$25k; classes at CHA=$5k | $30,000 | |
| YWCA | ||||||||
| 1500 NORTH DELAWARE STREET | INDIANAPOLIS | IN | 46202 | NONE | 501(C)(3) | support in honor of 28th Annual Salute to Women | $2,000 | |
| Zionsville Band | ||||||||
| 1000 MULBERRY STREET | ZIONSVILLE | IN | 46077 | NONE | 501(C)(3) | general operating support | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 637400 | TotGrantOrContriPaidDuringYear |
Grant Or Contri Approved For Future GrantOrContriApprovedForFuture (5 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 |
| american pianists association | |||||||
| 4603 Clarendon Road Suite 030 | indianapolis | IN | 46205 | none | 501(c)3 | National Concerto Support | $25,000 |
| INDIANA REPERTORY THEATER | |||||||
| 140 W WASHINGTON STREET | INDIANAPOLIS | IN | 46204 | NONE | 501(c)3 | GENERAL SUPPORT | $25,000 |
| BUTLER UNIVERSITY | |||||||
| 4600 SUNSET AVENUE | INDIANAPOLIS | IN | 46208 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $105,000 |
| INDIANA OPERA SOCIETY | |||||||
| 250 EAST 38TH STREET | INDIANAPOLIS | IN | 46205 | NONE | 501(C)(3) | GENERAL OPERATING SUPPORT | $40,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Approved Future | 245000 | 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 | $540,933 | 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 | $1,212,840 | 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 | $64,747 | UnrelatedBusinessIncomeAmount |
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | -$209,621 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $64,747 | UnrelatedBusinessIncomeAmount |
| Exclusion | $1,544,152 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1608899 | 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 | $10,095 | Amount |
| Net Investment Income | 10095 | NetInvestmentIncome |
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: 12/31/10 - $733,277 | Explanation |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (5 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 1ST EAGLE SOGEN FDS INC GLOBAL | 0 | 0 |
| OPPENHEIMER DEVELOPING MKTS FD | 0 | 0 |
| HORIZON | 529738 | 683406 |
| KEELEY | 183123 | 232811 |
| DFA | 0 | 0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (23 entries)
| Category Or ItemCategoryOrItem | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|
| BLACKSTONE PARK AVENUE FUND | 4815659 | 4766112 |
| BLACKSTONE IF NONTAXABLE LP | 5563141 | 4595548 |
| BLACK DIAMOND CM OFFSHORE OPP. | 2191874 | 2603372 |
| SATURN INVESTMENTS | 100 | 100 |
| FINANCIAL STOCKS CAPITAL PTNRS | 586007 | 260049 |
| GLENROCK GLOBAL PARTNERS LTD | 747656 | 1119441 |
| HOUSE INVESTMENTS - RE OPP FD | 151695 | 151695 |
| CADOGAN | 0 | 0 |
| WTC-ARCHIPELAGO PARTNERS | 1280675 | 1451166 |
| TIFF ABSOLUTE RETURN POOL | 972457 | 1347990 |
| FIXED | 4007513 | 4140130 |
| LGCORE | 596012 | 669350 |
| LGVALU | 2458845 | 2446524 |
| LGGROW | 1882707 | 2189916 |
| MDCORE | 1245872 | 1427415 |
| MDVALU | 1230920 | 1464609 |
| MDGROW | 0 | 0 |
| SMCORE | 155719 | 177934 |
| SMVALU | 156392 | 194913 |
| SMGROW | 0 | 0 |
| INTLCC | 4002303 | 4417539 |
| INTLCV | 1795806 | 2413611 |
| INTLCG | 0 | 0 |
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (13 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| EDUCATION/OUTSIDE TRAINING | 583 | 583 | |
| STAFF COSTS | 500 | 500 | |
| POSTAGE & SHIPPING | 46 | 46 | |
| DUES & SUBSCRIPTIONS | 1757 | 1757 | |
| SOFTWARE MAINTENANCE | 3387 | 3387 | |
| INSURANCE | 2436 | 2436 | |
| TELEPHONE | 540 | 540 | |
| LICENSES | 398 | 398 | |
| OTHER EXPENSE | 199 | 199 | |
| OFFICE SUPPLIES | 298 | 298 | |
| PARTNERSHIP EXPENSE | 153401 | 153401 | |
| FEDERAL TAXES | -20348 | ||
| STATE TAXES | -2442 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| PARTNERSHIP INCOME/LOSS | -161852 | -161852 |
| OTHER INCOME | 16978 | 16978 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| PRORATED FIDUCIARY FEES | $57,520 | 57520 | |
| OTHER PROFESSIONAL FEES | $250 | 250 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EMPLOYMENT TAXES | Category |
| Amount | $3,878 | Amount |
| Disbursements Charitable Prps | 3878 | DisbursementsCharitablePrps |
Comments