REGENSTRIEF FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- REGENSTRIEF FOUNDATION INC (EIN 35-6066023)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-01-24
- IRS object ID
- 202200249349100510
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-01-24T12:34:56-06:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD 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 | 2020-07-01 | 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 | % MARIA DIBBLE | 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 | 2022-05-16 | 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 | 2022-05-16 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $208,943,841 | 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 | $1,777,950 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,777,950 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $17,449,980 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $35,180,096 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $17,449,980 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $224,672 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $431,555 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $19,452,602 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $19,659,485 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $239,094 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $119,547 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $119,547 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $66,008 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $33,004 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $33,004 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $35,867 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $17,934 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $17,934 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,610 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,610 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $41,886 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $25,896 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $15,990 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,055,623 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,055,623 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $286,770 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $6,250 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $6,250 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $53,295 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $26,648 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $26,648 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $116,763 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $66,581 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $50,182 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,903,166 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,351,483 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $264,915 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,457,727 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,457,727 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,360,893 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,351,483 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,722,642 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,091,709 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,308,002 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $128,364 | CashBOYAmt |
| Cash EOY | $122,282 | CashEOYAmt |
| Cash EOYFMV | $122,282 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,537,618 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,306,870 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,306,862 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $144,002,920 | CorporateStockBOYAmt |
| Corporate Stock EOY | $150,156,985 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $199,298,527 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $309,624 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $175,685 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $126,584 | LandBOYAmt |
| Land EOY | $133,939 | LandEOYAmt |
| Land EOYFMV | $133,939 | LandEOYFMVAmt |
| Other Assets BOY | $106,412 | OtherAssetsBOYAmt |
| Other Assets EOY | $82,231 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $82,231 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $145,901,898 | TotalAssetsBOYAmt |
| Total Assets EOY | $159,802,307 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $208,943,841 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $0 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Deferred Revenue BOY | $35,651 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $4,844,352 | DeferredRevenueEOYAmt |
| Total Liabilities BOY | $35,651 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,844,352 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $145,866,247 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $154,957,955 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $145,866,247 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $154,957,955 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $145,901,898 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $159,802,307 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $145,866,247 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,091,709 | ExcessRevenueOverExpensesAmt |
| Subtotal | $154,957,956 | SubtotalAmt |
| Other Decreases | $1 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $154,957,955 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| WELLINGTON ARCHIPELAGO | 2020-07-12 | $1,000,000 | $314,100 | $685,900 | $685,900 |
| VARDE | 2020-07-14 | $25,500 | $7,610 | $17,890 | $17,890 |
| GOLD FUND | 2020-08-10 | $500,540 | $561,575 | -$61,035 | -$61,035 |
| IRM BOND FUND | 2020-07-21 | $1,000,000 | $961,412 | $38,588 | $38,588 |
| VULCAN | 2020-09-08 | $1,000,000 | $808,568 | $191,432 | $191,432 |
| RYDER | 2020-10-22 | $1,000,000 | $819,723 | $180,277 | $180,277 |
| IRM BOND FUND | 2020-12-02 | $1,000,000 | $984,179 | $15,821 | $15,821 |
| TSE CAPITAL | 2021-01-17 | $3,982,530 | $4,785,868 | -$803,338 | -$803,338 |
| VULCAN | 2021-01-21 | $2,000,000 | $1,532,433 | $467,567 | $467,567 |
| BAXTER STREET | 2021-02-21 | $1,000,000 | $857,533 | $142,467 | $142,467 |
| CAPITAL OVERLOOK | 2021-02-22 | $932,000 | $562,665 | $369,335 | $369,335 |
| ARTISAN WORLD | 2021-03-02 | $1,000,000 | $421,445 | $578,555 | $578,555 |
| WELL ARCH | 2021-04-17 | $7,608,794 | $2,185,900 | $5,422,894 | $5,422,894 |
| RYDER | 2021-05-21 | $1,500,000 | $1,176,883 | $323,117 | $323,117 |
| VARDE | 2021-05-23 | $198,800 | $54,012 | $144,788 | $144,788 |
| HS MANAGEMENT | 2021-06-02 | $2,000,000 | $1,696,210 | $303,790 | $303,790 |
| VARIOUS K-1'S "DETAIL AVAILABLE UPON REQUEST" | $9,431,932 | $0 | $9,431,932 | $9,431,932 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $17,449,980 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $240,581 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $240,581 | SubtotalAmt |
| Tax Based On Investment Income | $240,581 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $265,600 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $265,600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $25,019 | OverpaymentAmt |
| Applied To ES Tax | $25,019 | 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 | Yes (true) | 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 | MARIA DIBBLE | 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 | $23,094 | $10,372 | $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 | $108,000 | $0 | $0 |
| DANIEL APPEL | ||||||||
| 9292 N MERIDIAN SUITE 202 | INDIANAPOLIS | IN | 46260 | VOLUNTEER DIRECTOR | 1.0 | $0 | $0 | $0 |
| JAY HESS | ||||||||
| 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 | $108,000 | $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 | ||||||||
| 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 | $372,086 |
| 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 | $187,439,747 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,013,471 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $191,453,218 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $191,453,218 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,871,798 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $188,581,420 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,429,071 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,429,071 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $240,581 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $240,581 | TotalTaxAmt |
| Distributable Before Adj | $9,188,490 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $9,188,490 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $9,188,490 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,722,642 | 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 | $7,722,642 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $7,722,642 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,188,490 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $6,930,499 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | 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 | $7,722,642 | QualifyingDistributionsAmt |
| Applied To Year1 | $6,930,499 | AppliedToYear1Amt |
| Applied To Current Year | $792,143 | 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 | $8,396,347 | 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 |
|---|---|---|---|---|---|---|---|
| INDIANA UNIVERSITY FOUNDATION | |||||||
| PO BOX 500 | BLOOMINGTON | IN | 47402 | NONE | PC | MEDICAL RESEARCH | $2,000,000 |
| REGENSTRIEF INSTITUTE INC | |||||||
| 1050 WISHARD BOULEVARD 6TH FLOOR | INDIANAPOLIS | IN | 46260 | NONE | SO I | MEDICAL RESEARCH | $3,457,727 |
| PURDUE UNIVERSITY | |||||||
| 610 PURDUE MALL | WEST LAFAYETTE | IN | 479072040 | NONE | PC | MEDICAL RESEARCH | $2,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,457,727 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | 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 | $10,500,000 |
| PURDUE UNIVERSITY | ||||||||
| 610 PURDUE MALL | WEST LAFAYETTE | IN | 479072040 | NONE | PC | MEDICAL RESEARCH | $6,000,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $16,500,000 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,777,950 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $17,449,980 | 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 | -$207,051 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $431,723 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$207,051 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $19,659,653 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $19,452,602 | 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 | $41,886 | Amt |
| Net Investment Income | $25,896 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15,990 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIXED INCOME | $21,255,760 | $21,758,425 |
| COMMON STOCKS AND EQUITY FUNDS | $46,144,304 | $64,641,443 |
| REALTY FUNDS | $206,114 | $37,603 |
| MARKETABLE ALTERNATIVES | $46,307,969 | $58,562,842 |
| ENERGY PARTNERSHIPS | $10,291,620 | $12,302,020 |
| COMMODITIES | $4,581,707 | $4,966,373 |
| PRIVATE EQUITY | $21,369,511 | $37,029,821 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,610 | LegalFeesAmt |
| Disbursements Charitable Prps | $1,610 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST RECEIVABLE | Desc |
| BOY Book Value | $106,412 | BOYBookValueAmt |
| EOY Book Value | $82,231 | EOYBookValueAmt |
| EOYFMV | $82,231 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $1 | Amt |
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 | $604 | $604 | |
| COMPUTER MAINTENANCE | $53,583 | $26,792 | $26,791 |
| HOSPITALITY | $450 | $225 | $225 |
| INSURANCE | $8,982 | $4,491 | $4,491 |
| OFFICE MAINTENANCE AND RENTAL | $29,535 | $14,768 | $14,767 |
| SUPPLIES | $2,541 | $1,271 | $1,270 |
| UTILITIES | $5,277 | $2,639 | $2,638 |
| ROYALTY DEDUCTIONS | $15,791 | $15,791 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Partnership Income | -$207,051 | |
| Royalties | $431,723 | $431,555 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $2,055,623 | Amt |
| Net Investment Income | $2,055,623 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $286,770 | Amt |