REGENSTRIEF FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- REGENSTRIEF FOUNDATION INC (EIN 35-6066023)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-01-12
- IRS object ID
- 202310129349100601
- Schema version
- 2021v4.2
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-01-12T06:35:23-06:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORVIS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 N Illinois Street | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 356066023 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Regenstrief Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % BOB WINGERTER | InCareOfNm |
| Business Name Control | REGE | BusinessNameControlTxt |
| Phone | 3178481400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9292 N MERIDIAN SUITE 202 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46260 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BOB WINGERTER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3178481400 | PhoneNum |
| Signature | 2023-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BOB | PersonFirstNm |
| Person Last | WINGERTER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NICOLE B FISHBACK | PreparerPersonNm |
| PTIN | P01279475 | PTIN |
| Phone | 3173834000 | PhoneNum |
| Preparation | 2023-05-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $184,467,366 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,026,528 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,026,528 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,242,763 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,699,830 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,242,763 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $478,438 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $621,647 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $9,747,729 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,890,938 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $329,751 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $164,876 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $164,876 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $84,906 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $42,453 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $42,453 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $34,468 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $17,234 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $17,234 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,867 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,867 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $43,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $26,676 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $16,474 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,167,331 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,167,331 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $191,889 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $7,196 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $7,196 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $54,359 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $27,180 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $27,179 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,695 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,348 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,348 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $144,638 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $89,867 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $54,773 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,063,250 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,544,161 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $327,204 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,505,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,505,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,568,250 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,544,161 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,832,204 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,820,521 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,346,777 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $122,282 | CashBOYAmt |
| Cash EOY | $49,572 | CashEOYAmt |
| Cash EOYFMV | $49,572 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $9,306,870 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,870,373 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,870,373 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $150,156,985 | CorporateStockBOYAmt |
| Corporate Stock EOY | $144,789,991 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $177,119,923 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $309,624 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $182,880 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $133,939 | LandBOYAmt |
| Land EOY | $126,744 | LandEOYAmt |
| Land EOYFMV | $126,744 | LandEOYFMVAmt |
| Other Assets BOY | $82,231 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,300,754 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,300,754 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $159,802,307 | TotalAssetsBOYAmt |
| Total Assets EOY | $152,137,434 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $184,467,366 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $0 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Deferred Revenue BOY | $4,844,352 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $0 | DeferredRevenueEOYAmt |
| Total Liabilities BOY | $4,844,352 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $154,957,955 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $152,137,434 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $154,957,955 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $152,137,434 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $159,802,307 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $152,137,434 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $154,957,955 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,820,521 | ExcessRevenueOverExpensesAmt |
| Subtotal | $152,137,434 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $152,137,434 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| BAXTER | 2021-08-13 | $1,000,000 | $920,009 | $79,991 | $79,991 |
| VULCAN | 2022-02-11 | $500,000 | $403,480 | $96,520 | $96,520 |
| HS MANAGEMENT | 2022-02-23 | $500,000 | $474,505 | $25,495 | $25,495 |
| VARDE | 2022-02-28 | $109,400 | $28,486 | $80,914 | $80,914 |
| VARDE | 2021-11-01 | $70,500 | $18,058 | $52,442 | $52,442 |
| VARDE | 2021-07-11 | $126,800 | $32,724 | $94,076 | $94,076 |
| VARDE | 2022-06-22 | $44,500 | $11,638 | $32,862 | $32,862 |
| LONE CASCADE | 2022-03-14 | $2,000,000 | $2,079,674 | -$79,674 | -$79,674 |
| LONE CEDAR | 2022-03-23 | $3,000,000 | $1,611,274 | $1,388,726 | $1,388,726 |
| VANGUARD | 2022-05-03 | $500,000 | $493,536 | $6,464 | $6,464 |
| GOLD FUND | 2022-06-02 | $488,190 | $453,639 | $34,551 | $34,551 |
| IRM BOND FUND | 2022-06-13 | $300,000 | $355,305 | -$55,305 | -$55,305 |
| WELLS FARGO BOND FUND | 2022-06-18 | $500,000 | $574,739 | -$74,739 | -$74,739 |
| VARIOUS K-1'S "DETAIL AVAILABLE UPON REQUEST" | $4,250,535 | $0 | $4,250,535 | $4,250,535 | |
| LONE CEDAR | 2022-06-01 | $2,309,905 | $0 | $2,309,905 | $2,309,905 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,242,763 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $102,120 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $102,120 | SubtotalAmt |
| Tax Based On Investment Income | $102,120 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $450,019 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $450,019 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $347,899 | OverpaymentAmt |
| Applied To ES Tax | $347,899 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | LA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOB WINGERTER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3178481400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9292 N MERIDIAN SUITE 202 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46260 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SUSAN LUSE | ||||||||
| 9292 N MERIDIAN SUITE 202 | INDIANAPOLIS | IN | 46260 | SECRETARY | 8.0 | $21,751 | $10,515 | $0 |
| DAVID W KNALL | ||||||||
| 9292 N MERIDIAN SUITE 202 | INDIANAPOLIS | IN | 46260 | VOLUNTEER DIRECTOR | 1.0 | $0 | $0 | $0 |
| LESLEY B OLSWANG PHD | ||||||||
| 9292 N MERIDIAN SUITE 202 | INDIANAPOLIS | IN | 46260 | VOLUNTEER DIRECTOR | 1.0 | $0 | $0 | $0 |
| BART PETERSON | ||||||||
| 9292 N MERIDIAN SUITE 202 | INDIANAPOLIS | IN | 46260 | CHAIRMAN | 1.0 | $0 | $0 | $0 |
| RONALD W DOLLENS | ||||||||
| 9292 N MERIDIAN SUITE 202 | INDIANAPOLIS | IN | 46260 | VOLUNTEER DIRECTOR | 1.0 | $0 | $0 | $0 |
| D CRAIG BRATER | ||||||||
| 9292 N MERIDIAN SUITE 202 | INDIANAPOLIS | IN | 46260 | PRESIDENT | 15.0 | $154,000 | $0 | $0 |
| DANIEL APPEL | ||||||||
| 9292 N MERIDIAN SUITE 202 | INDIANAPOLIS | IN | 46260 | VOLUNTEER DIRECTOR | 1.0 | $0 | $0 | $0 |
| JAY HESS THRU 030922 | ||||||||
| 9292 N MERIDIAN SUITE 202 | INDIANAPOLIS | IN | 46260 | INSTITUTIONAL DIRECTOR | 1.0 | $0 | $0 | $0 |
| BOB WINGERTER | ||||||||
| 9292 N MERIDIAN SUITE 202 | INDIANAPOLIS | IN | 46260 | VICE PRESIDENT & TREASURER | 15.0 | $154,000 | $0 | $0 |
| ANDIE FRIEDMAN | ||||||||
| 9292 N MERIDIAN SUITE 202 | INDIANAPOLIS | IN | 46260 | VOLUNTEER DIRECTOR | 1.0 | $0 | $0 | $0 |
| TOM D FEIGENBAUM | ||||||||
| 9292 N MERIDIAN SUITE 202 | INDIANAPOLIS | IN | 46260 | VOLUNTEER DIRECTOR | 1.0 | $0 | $0 | $0 |
| JAMES TCHENG | ||||||||
| 9292 N MERIDIAN SUITE 202 | INDIANAPOLIS | IN | 46260 | VOLUNTEER DIRECTOR | 1.0 | $0 | $0 | $0 |
| ENOLA PROCTOR | ||||||||
| 9292 N MERIDIAN SUITE 202 | INDIANAPOLIS | IN | 46260 | VOLUNTEER DIRECTOR | 1.0 | $0 | $0 | $0 |
| THERESA MAYER THRU 030922 | ||||||||
| 9292 N MERIDIAN SUITE 202 | INDIANAPOLIS | IN | 46260 | INSTITUTIONAL DIRECTOR | 1.0 | $0 | $0 | $0 |
| DERRICK BURKS | ||||||||
| 9292 N MERIDIAN SUITE 202 | INDIANAPOLIS | IN | 46260 | VOLUNTEER DIRECTOR | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BOB WINGERTER | |||||
| 9292 N MERIDIAN SUITE 202 | INDIANAPOLIS | IN | 46260 | CONSULTING | $0 |
| D CRAIG BRATER | |||||
| 9292 N MERIDIAN SUITE 202 | INDIANAPOLIS | IN | 46260 | CONSULTING | $0 |
| CAMBRIDGE ASSOCIATES | |||||
| 125 HIGH STREET | BOSTON | MA | 02110 | INVEST ADVISORS | $351,950 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $197,238,240 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,595,760 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $202,834,000 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $202,834,000 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,042,510 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $199,791,490 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,989,575 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,989,575 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $102,120 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $102,120 | TotalTaxAmt |
| Distributable Before Adj | $9,887,455 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $9,887,455 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $9,887,455 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,832,204 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $9,832,204 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,887,455 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $8,396,347 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,832,204 | QualifyingDistributionsAmt |
| Applied To Year1 | $8,396,347 | AppliedToYear1Amt |
| Applied To Current Year | $1,435,857 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $8,451,598 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| REGENSTRIEF INSTITUTE INC | |||||||
| 1050 WISHARD BOULEVARD 6TH FLOOR | INDIANAPOLIS | IN | 46260 | NONE | SO I | MEDICAL RESEARCH | $7,500,000 |
| PURDUE UNIVERSITY | |||||||
| 610 PURDUE MALL | WEST LAFAYETTE | IN | 479072040 | NONE | PC | MEDICAL RESEARCH | $2,000,000 |
| CENTRAL INDIANA COMMUNITY FOUNDATION | |||||||
| 615 ALABAMA ST 300 | INDIANAPOLIS | IN | 46204 | NONE | PC | MEDICAL RESEARCH | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,505,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REGENSTRIEF INSTITUTE INC | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1050 WISHARD BOULEVARD | AddressLine1Txt |
| Address Line2 | 6TH FLOOR | AddressLine2Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46260 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | SO I | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | MEDICAL RESEARCH | GrantOrContributionPurposeTxt |
| Amt | $0 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $11,900,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,026,528 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,242,763 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 531390 | BusinessCd |
| Unrelated Business Taxbl Incm | -$142,907 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $621,345 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$142,907 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $9,890,636 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,747,729 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $43,150 | Amt |
| Net Investment Income | $26,676 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $16,474 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIXED INCOME | $20,808,374 | $19,423,664 |
| COMMON STOCKS AND EQUITY FUNDS | $41,443,515 | $41,744,637 |
| REALTY FUNDS | $198,905 | $49,725 |
| MARKETABLE ALTERNATIVES | $43,528,704 | $49,402,359 |
| ENERGY PARTNERSHIPS | $10,214,206 | $14,694,623 |
| COMMODITIES | $4,393,502 | $4,230,087 |
| PRIVATE EQUITY | $24,202,785 | $47,574,828 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,867 | LegalFeesAmt |
| Disbursements Charitable Prps | $2,867 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTEREST RECEIVABLE | $82,231 | $82,125 | $82,125 |
| DEFERRED REVENUE | $0 | $5,218,629 | $5,218,629 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BOOKS, SUBSCRPTNS., PUBLICATNS | $702 | $702 | |
| COMPUTER MAINTENANCE | $40,971 | $20,486 | $20,486 |
| HOSPITALITY | $1,176 | $588 | $588 |
| INSURANCE | $9,845 | $4,923 | $4,923 |
| OFFICE MAINTENANCE AND RENTAL | $49,644 | $24,822 | $24,822 |
| SUPPLIES | $1,678 | $839 | $839 |
| UTILITIES | $6,230 | $3,115 | $3,115 |
| ROYALTY DEDUCTIONS | $34,392 | $34,392 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Partnership Income | -$143,209 | |
| Royalties | $621,647 | $621,647 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $2,167,331 | Amt |
| Net Investment Income | $2,167,331 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $191,889 | Amt |