REGENSTRIEF FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization: REGENSTRIEF FOUNDATION INC (EIN 35-6066023)
Tax period: 2019-07-01 to 2020-06-30
Filed: 2021-01-08
IRS object ID: 202130089349100903
Schema version: 2019v5.1
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 Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-01-08T10:29:31-06:00	ReturnTs
Tax Period End	2020-06-30	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	2019-07-01	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
Signature	2021-05-15	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	NICOLE B FISHBACK	PreparerPersonNm
PTIN	P01279475	PTIN
Phone	3173834000	PhoneNum
Preparation	2021-05-15	PreparationDt

Field	Value	IRS element (for citing)
Tax	2019	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	$174,649,668	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	$1,820,550	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$1,820,550	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$4,521,173	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$25,526,601	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$4,521,173	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$509,107	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$428,278	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$6,850,830	TotalRevAndExpnssAmt
Total Net Invst Incm	$6,770,001	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$238,864	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$119,432	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$119,432	CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss	$71,152	OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm	$35,576	OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$35,576	OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss	$36,711	PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm	$18,356	PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl	$18,355	PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss	$4,676	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$0	LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm	$0	LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl	$4,676	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$41,147	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$26,220	AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm	$0	AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps	$14,927	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$1,332,629	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$1,332,629	OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss	$106,010	TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss	$8,528	DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm	$8,528	DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss	$53,295	OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm	$26,648	OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl	$26,647	OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss	$8,827	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm	$6,576	TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl	$2,251	TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss	$833,751	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$783,796	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$49,955	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$2,735,590	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$2,357,761	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm	$0	TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$271,819	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$7,606,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$7,606,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$10,341,590	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$2,357,761	TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm	$0	TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl	$7,877,819	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$3,490,760	ExcessRevenueOverExpensesAmt
Net Investment Income	$4,412,240	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$84,702	CashBOYAmt
Cash EOY	$128,364	CashEOYAmt
Cash EOYFMV	$128,364	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$2,941,579	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$1,537,618	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$1,537,618	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$149,299,694	CorporateStockBOYAmt
Corporate Stock EOY	$144,002,920	CorporateStockEOYAmt
Corporate Stock EOYFMV	$172,750,690	CorporateStockEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$296,019	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$169,435	LandBldgEquipAccumDeprecAmt
Land BOY	$130,779	LandBOYAmt
Land EOY	$126,584	LandEOYAmt
Land EOYFMV	$126,584	LandEOYFMVAmt
Other Assets BOY	$113,387	OtherAssetsBOYAmt
Other Assets EOY	$106,412	OtherAssetsEOYAmt
Other Assets EOYFMV	$106,412	OtherAssetsEOYFMVAmt
Total Assets BOY	$152,570,141	TotalAssetsBOYAmt
Total Assets EOY	$145,901,898	TotalAssetsEOYAmt
Total Assets EOYFMV	$174,649,668	TotalAssetsEOYFMVAmt
Accounts Payable BOY	$0	AccountsPayableBOYAmt
Accounts Payable EOY	$0	AccountsPayableEOYAmt
Deferred Revenue BOY	$3,213,136	DeferredRevenueBOYAmt
Deferred Revenue EOY	$35,651	DeferredRevenueEOYAmt
Total Liabilities BOY	$3,213,136	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$35,651	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$149,357,005	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$145,866,247	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$149,357,005	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$145,866,247	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$152,570,141	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$145,901,898	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$149,357,005	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$3,490,760	ExcessRevenueOverExpensesAmt
Other Increases	$2	OtherIncreasesAmt
Subtotal	$145,866,247	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$145,866,247	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)

PropertyPropertyDesc	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
KNIGHTHEAD	2019-07-14	$4,450,436	$4,187,481	$262,955	$262,955
AQR PRIMARA	2019-09-07	$4,911,435	$5,566,819	-$655,384	-$655,384
KNIGHTHEAD RESIDUAL	2020-04-15	$494,493	$0	$494,493	$494,493
NOKOTA	2019-10-16	$2,606,671	$3,304,352	-$697,681	-$697,681
IR & M BOND FUND	2019-12-18	$2,000,000	$1,856,138	$143,862	$143,862
GOLD FUND	2020-02-02	$513,556	$555,592	-$42,036	-$42,036
ARTISAN FUND	2020-03-28	$1,000,000	$550,357	$449,643	$449,643
IVA FUNDS	2020-03-28	$999,985	$1,076,384	-$76,399	-$76,399
HARVEST	2020-04-08	$1,706,950	$2,668,356	-$961,406	-$961,406
BAXTER STREET APRIL	2020-04-12	$1,000,000	$1,150,543	-$150,543	-$150,543
VARDE	2019-10-11	$328,300	$88,316	$239,984	$239,984
VARIOUS K-1'S "DETAIL AVAILABLE UPON REQUEST"		$5,514,775	$0	$5,514,775	$5,514,775
CAPITAL GAIN ON SALES TRANSACTION		$0	$1,090	-$1,090	-$1,090

Field	Value	IRS element (for citing)
Capital Gain Net Income	$4,521,173	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	false	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$9,070,078	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$175,307,709	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.051738	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$9,173,743	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$182,107,304	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.050375	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$8,986,248	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$172,070,232	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.052224	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$3,272,892	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$164,236,116	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.019928	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$9,892,826	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$178,143,821	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.055533	DistributionYr5Rt
Total Distribution	0.229798	TotalDistributionRt
Average Distribution	0.04596	AverageDistributionRt
Net Vl Noncharitable Assets	$172,654,488	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$7,935,200	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$44,122	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$7,979,322	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$7,877,819	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$88,245	InvestmentIncomeExciseTaxAmt
Subtotal	$88,245	SubtotalAmt
Tax Based On Investment Income	$88,245	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$153,845	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$153,845	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Overpayment	$65,600	OverpaymentAmt
Applied To ES Tax	$65,600	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	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 (14 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	$22,864	$10,743	$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

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	$436,785

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	$171,566,781	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$3,716,963	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$175,283,744	TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$175,283,744	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$2,629,256	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$172,654,488	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$8,632,724	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$8,632,724	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$88,245	TaxBasedOnInvestmentIncomeAmt
Total Tax	$88,245	TotalTaxAmt
Distributable Before Adj	$8,544,479	DistributableBeforeAdjAmt
Distributable Before Ded	$8,544,479	DistributableBeforeDedAmt
Distributable As Adjusted	$8,544,479	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$7,877,819	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	$7,877,819	QualifyingDistributionsAmt
Adjusted Qualifying Distri	$7,877,819	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$8,544,479	DistributableAsAdjustedAmt
Undistributed Income PY	$6,263,839	UndistributedIncomePYAmt
Prior Year1	2017	PriorYear1Yr
Prior Year2	2016	PriorYear2Yr
Prior Year3	2015	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	$7,877,819	QualifyingDistributionsAmt
Applied To Year1	$6,263,839	AppliedToYear1Amt
Applied To Current Year	$1,613,980	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	$6,930,499	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 (5 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	$3,600,000
PURDUE UNIVERSITY
610 PURDUE MALL	WEST LAFAYETTE	IN	479072040	NONE	PC	MEDICAL RESEARCH	$2,000,000
MARIAN UNIVERSITY
3200 COLD SPRING ROAD	INDIANAPOLIS	IN	46222	NONE	PC	GENERAL	$5,000
PETS ALIVE
2111 S WALNUT ST	BLOOMINGTON	IN	47401	NONE	PC	GENERAL OPERATIONS	$1,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$7,606,000	TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2Txt
INDIANA UNIVERSITY FOUNDATION
PO BOX 500	BLOOMINGTON	IN	47402	NONE	PC	MEDICAL RESEARCH	$2,000,000
REGENSTRIEF INSTITUTE INC
1050 WISHARD BOULEVARD	INDIANAPOLIS	IN	46260	NONE	SO I	MEDICAL RESEARCH	$10,500,000	6TH FLOOR
PURDUE UNIVERSITY
610 PURDUE MALL	WEST LAFAYETTE	IN	479072040	NONE	PC	MEDICAL RESEARCH	$8,000,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Apprv Fut	$20,500,000	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	$1,820,550	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	$4,521,173	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	$80,829	UnrelatedBusinessTaxblIncmAmt
Exclusion	14	ExclusionCd
Exclusion	$428,278	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$80,829	UnrelatedBusinessTaxblIncmAmt
Exclusion	$6,770,001	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$6,850,830	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	$41,147	Amt
Net Investment Income	$26,220	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$14,927	DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
FIXED INCOME	$22,204,549	$23,763,664
COMMON STOCKS AND EQUITY FUNDS	$51,756,026	$60,110,917
REALTY FUNDS	$241,240	$55,667
MARKETABLE ALTERNATIVES	$39,652,839	$52,306,457
ENERGY PARTNERSHIPS	$10,206,863	$8,821,720
COMMODITIES	$4,519,503	$4,697,872
PRIVATE EQUITY	$15,421,900	$22,994,393

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$4,676	LegalFeesAmt
Disbursements Charitable Prps	$4,676	DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	INTEREST RECEIVABLE	Desc
BOY Book Value	$113,387	BOYBookValueAmt
EOY Book Value	$106,412	EOYBookValueAmt
EOYFMV	$106,412	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt	Net Investment IncomeNetInvestmentIncomeAmt
BOOKS, SUBSCRPTNS., PUBLICATNS	$581	$581
COMPUTER MAINTENANCE	$33,391	$16,695	$16,696
HOSPITALITY	$2,713	$1,357	$1,356
INSURANCE	$8,525	$4,262	$4,263
MEMBERSHIPS	$400	$200	$200
OFFICE MAINTENANCE AND RENTAL	$45,493	$22,746	$22,747
SUPPLIES	$2,287	$1,143	$1,144
UTILITIES	$5,916	$2,958	$2,958
MISCELLANEOUS	$27	$13	$14
ROYALTY DEDUCTIONS	$734,418		$734,418

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt
Partnership Income	$80,829
Royalties	$428,278	$428,278

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	COST BASIS ADJUSTMENT	Desc
Amt	$2	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMENT MANAGEMENT FEES	CategoryTxt
Amt	$1,332,629	Amt
Net Investment Income	$1,332,629	NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	TAXES	CategoryTxt
Amt	$106,010	Amt