REGENSTRIEF FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- REGENSTRIEF FOUNDATION INC (EIN 35-6066023)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-01-08
- IRS object ID
- 202020089349100402
- Schema version
- 2018v3.1
- 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 | 2020-01-08T10:23:05-06:00 | ReturnTs |
| Tax Period End | 2019-06-30 | 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 | 2018-07-01 | 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 | 2020-05-15 | 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 | 2020-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | 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 | $179,142,219 | 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 | $2,502,089 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,502,089 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,770,121 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $44,297,743 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,770,121 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $398,388 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $309,674 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $16,670,598 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,581,884 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $234,998 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $117,499 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $117,499 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $63,812 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $31,906 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $31,906 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $34,250 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $17,125 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $17,125 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $15,656 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $15,656 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $38,493 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $22,825 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $15,668 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,514,910 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,514,910 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $99,947 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $10,296 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $10,296 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $52,957 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $17,652 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $35,305 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $9,001 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $5,323 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,678 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $98,212 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $33,468 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $64,744 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,172,532 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,771,004 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $301,581 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,916,606 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,916,606 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,089,138 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,771,004 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,218,187 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,581,460 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,810,880 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $62,641 | CashBOYAmt |
| Cash EOY | $84,702 | CashEOYAmt |
| Cash EOYFMV | $84,702 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,224,537 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,941,579 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,941,579 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $145,416,940 | CorporateStockBOYAmt |
| Corporate Stock EOY | $149,299,694 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $175,871,772 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $294,395 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $163,616 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $139,335 | LandBOYAmt |
| Land EOY | $130,779 | LandEOYAmt |
| Land EOYFMV | $130,779 | LandEOYFMVAmt |
| Other Assets BOY | $92,468 | OtherAssetsBOYAmt |
| Other Assets EOY | $113,387 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $113,387 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $147,935,921 | TotalAssetsBOYAmt |
| Total Assets EOY | $152,570,141 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $179,142,219 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $9,806 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Deferred Revenue BOY | $4,150,668 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $3,213,136 | DeferredRevenueEOYAmt |
| Total Liabilities BOY | $4,160,474 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,213,136 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $143,775,447 | UnrestrictedBOYAmt |
| Unrestricted EOY | $149,357,005 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $143,775,447 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $149,357,005 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $147,935,921 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $152,570,141 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $143,775,447 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,581,460 | ExcessRevenueOverExpensesAmt |
| Other Increases | $98 | OtherIncreasesAmt |
| Subtotal | $149,357,005 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $149,357,005 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SFP JAPAN | 2018-07-12 | $2,000,000 | $1,676,300 | $323,700 | $323,700 |
| BAXTER STREET | 2018-07-18 | $1,000,000 | $999,213 | $787 | $787 |
| IVA FUNDS | 2018-09-23 | $3,000,000 | $2,427,300 | $572,700 | $572,700 |
| SFP JAPAN | 2018-10-04 | $1,788,844 | $1,373,582 | $415,262 | $415,262 |
| LONE CASCADE | 2019-01-07 | $5,800,000 | $4,739,575 | $1,060,425 | $1,060,425 |
| CEVIAN | 2019-01-09 | $4,696,240 | $4,115,472 | $580,768 | $580,768 |
| SFP JAPAN | 2019-01-22 | $1,472,808 | $1,526,164 | -$53,356 | -$53,356 |
| IR & M BOND FUND | 2019-01-29 | $1,000,000 | $1,002,241 | -$2,241 | -$2,241 |
| VARDE | 2019-02-06 | $4,000,000 | $1,052,155 | $2,947,845 | $2,947,845 |
| AQR PRIMARA | 2019-03-07 | $1,500,000 | $1,561,950 | -$61,950 | -$61,950 |
| ARTISAN WORLDWIDE | 2019-03-23 | $500,000 | $355,500 | $144,500 | $144,500 |
| BAXTER STREET APRIL | 2019-04-12 | $1,000,000 | $960,043 | $39,957 | $39,957 |
| DODDINGTON WORLDWIDE | 2019-04-22 | $500,000 | $545,156 | -$45,156 | -$45,156 |
| SPQR GOLD | 2019-04-26 | $496,674 | $572,325 | -$75,651 | -$75,651 |
| OVERLOOK | 2019-04-30 | $2,000,000 | $1,692,400 | $307,600 | $307,600 |
| GRUSS GLOBAL | 2019-04-30 | $175,359 | $0 | $175,359 | $175,359 |
| IR & M BOND FUND | 2019-06-03 | $2,000,000 | $1,973,600 | $26,400 | $26,400 |
| VARIOUS K-1'S "DETAIL AVAILABLE UPON REQUEST" | $7,854,646 | $0 | $7,854,646 | $7,854,646 | |
| GRUSS GLOBAL | 2018-10-18 | $3,507,173 | $3,954,646 | -$447,473 | -$447,473 |
| CAPITAL GAIN ON SALES TRANSACTION | $5,999 | $0 | $5,999 | $5,999 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,770,121 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $9,173,743 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $182,107,304 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050375 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $8,986,248 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $172,070,232 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052224 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $3,272,892 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $164,236,116 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.019928 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $9,892,826 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $178,143,821 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.055533 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $9,744,118 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $174,013,785 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.055996 | DistributionYr5Rt |
| Total Distribution | 0.234056 | TotalDistributionRt |
| Average Distribution | 0.046811 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $175,307,709 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $8,206,329 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $148,109 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $8,354,438 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $9,218,187 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $148,109 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $148,109 | SubtotalAmt |
| Tax Based On Investment Income | $148,109 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $201,954 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $201,954 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $53,845 | OverpaymentAmt |
| Applied To ES Tax | $53,845 | 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 | 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 (21 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 |
|---|---|---|---|---|---|---|---|---|
| LEONARD BETLEY | ||||||||
| 9292 N MERIDIAN SUITE 202 | INDIANAPOLIS | IN | 46260 | CONSULTANT & LIFE DIRECTOR | 1.0 | $0 | $0 | $0 |
| JACK R SHAW | ||||||||
| 9292 N MERIDIAN SUITE 202 | INDIANAPOLIS | IN | 46260 | VOLUNTEER DIRECTOR | 1.0 | $0 | $0 | $0 |
| HARVEY FEIGENBAUM MD | ||||||||
| 9292 N MERIDIAN SUITE 202 | INDIANAPOLIS | IN | 46260 | LIFE DIRECTOR | 1.0 | $0 | $0 | $0 |
| SUSAN LUSE | ||||||||
| 9292 N MERIDIAN SUITE 202 | INDIANAPOLIS | IN | 46260 | SECRETARY | 8.0 | $18,998 | $7,478 | $0 |
| ALLAN COHN | ||||||||
| 9292 N MERIDIAN SUITE 202 | INDIANAPOLIS | IN | 46260 | LIFE DIRECTOR | 1.0 | $0 | $0 | $0 |
| STEPHEN FERGUSON | ||||||||
| 9292 N MERIDIAN SUITE 202 | INDIANAPOLIS | IN | 46260 | LIFE DIRECTOR | 1.0 | $0 | $0 | $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 |
| JACK SNYDER | ||||||||
| 9292 N MERIDIAN SUITE 202 | INDIANAPOLIS | IN | 46260 | LIFE DIRECTOR | 5.0 | $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 |
| SALLY F MASON PHD | ||||||||
| 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 |
| SURESH GARIMELLA PHD | ||||||||
| 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 EFF 61819 | ||||||||
| 9292 N MERIDIAN SUITE 202 | INDIANAPOLIS | IN | 46260 | VOLUNTEER DIRECTOR | 1.0 | $0 | $0 | $0 |
| ENOLA PROCTOR EFF 61819 | ||||||||
| 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 | $282,439 |
| 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 | $174,027,425 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,949,945 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $177,977,370 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $177,977,370 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,669,661 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $175,307,709 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,765,385 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,765,385 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $148,109 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $148,109 | TotalTaxAmt |
| Distributable Before Adj | $8,617,276 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $8,617,276 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $8,617,276 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,218,187 | 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 | $9,218,187 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $148,109 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $9,070,078 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,617,276 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $6,864,750 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | 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 | $9,218,187 | QualifyingDistributionsAmt |
| Applied To Year1 | $6,864,750 | AppliedToYear1Amt |
| Applied To Current Year | $2,353,437 | 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 | $6,263,839 | 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 | $4,000,000 |
| REGENSTRIEF INSTITUTE INC | |||||||
| 1050 WISHARD BOULEVARD 6TH FLOOR | INDIANAPOLIS | IN | 46260 | NONE | SO I | MEDICAL RESEARCH | $2,916,606 |
| 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 | $8,916,606 | 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 | $4,000,000 | |
| REGENSTRIEF INSTITUTE INC | ||||||||
| 1050 WISHARD BOULEVARD | INDIANAPOLIS | IN | 46260 | NONE | SO I | MEDICAL RESEARCH | $14,000,000 | 6TH FLOOR |
| PURDUE UNIVERSITY | ||||||||
| 610 PURDUE MALL | WEST LAFAYETTE | IN | 479072040 | NONE | PC | MEDICAL RESEARCH | $10,000,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $28,000,000 | 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 | $2,502,089 | 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 | $13,770,121 | 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 | $88,714 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $309,674 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $88,714 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $16,581,884 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,670,598 | 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 | $38,493 | Amt |
| Net Investment Income | $22,825 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15,668 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIXED INCOME | $21,732,149 | $22,311,218 |
| COMMON STOCKS AND EQUITY FUNDS | $57,673,924 | $65,062,295 |
| REALTY FUNDS | $245,717 | $78,284 |
| MARKETABLE ALTERNATIVES | $41,185,412 | $53,544,918 |
| ENERGY PARTNERSHIPS | $9,697,353 | $9,808,347 |
| COMMODITIES | $4,486,359 | $4,571,993 |
| PRIVATE EQUITY | $14,278,780 | $20,494,717 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $15,656 | LegalFeesAmt |
| Disbursements Charitable Prps | $15,656 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST RECEIVABLE | Desc |
| BOY Book Value | $92,468 | BOYBookValueAmt |
| EOY Book Value | $113,387 | EOYBookValueAmt |
| EOYFMV | $113,387 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BOOKS, SUBSCRPTNS., PUBLICATNS | $606 | $48 | $558 |
| COMPUTER MAINTENANCE | $34,248 | $11,416 | $22,832 |
| HOSPITALITY | $2,698 | $1,349 | $1,349 |
| INSURANCE | $8,199 | $2,733 | $5,466 |
| MEMBERSHIPS | $704 | $704 | |
| OFFICE MAINTENANCE AND RENTAL | $43,513 | $14,505 | $29,008 |
| SUPPLIES | $2,655 | $885 | $1,770 |
| UTILITIES | $5,103 | $1,701 | $3,402 |
| MISCELLANEOUS | $486 | $127 | $359 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Partnership Income | $88,714 | |
| Royalties | $310,167 | $310,167 |
| Loss on Disposal of Equipment | -$493 | -$493 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $98 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $1,514,910 | Amt |
| Net Investment Income | $1,514,910 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $99,947 | Amt |