ELEVANCE HEALTH FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ELEVANCE HEALTH FOUNDATION INC (EIN 35-2122763)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-10-10
- IRS object ID
- 201902839349100225
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-10T16:16:20-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352122763 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Anthem Foundation INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % SARA SCHLUGE | InCareOfNm |
| Business Name Control | ANTH | BusinessNameControlTxt |
| Phone | 7579626468 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 VIRGINIA AVENUE | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LANCE CHRISMAN | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Phone | 7579626468 | PhoneNum |
| Signature | 2019-11-15 | 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 | 2019-11-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.126.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 43033020192835000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-10-10 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 14D46ABDBF22EFC704AEA965A0E99A37C943FEF0 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B77B5E581F806D9CFF6850E50A3C51F547167C74 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $101,231,880 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $4,035,184 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,280,837 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,992,058 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $20,052,113 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,266,727 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Net Invst Incm | -$187,075 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $13,032,242 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15,360,489 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $46,895 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,245 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $34,650 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,500 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,500 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $92,372 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,633 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,703,951 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $506,696 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,147,322 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,844,718 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $531,574 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,183,472 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $20,261,558 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $18,869,222 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $22,106,276 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $531,574 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $20,052,694 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$9,074,034 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,828,915 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $200,476 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $364,279 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $364,279 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $122,045,826 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $100,683,921 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $100,683,921 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $138,777 | OtherAssetsBOYAmt |
| Other Assets EOY | $183,680 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $183,680 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $122,385,079 | TotalAssetsBOYAmt |
| Total Assets EOY | $101,231,880 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $101,231,880 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $188,572 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $153,410 | AccountsPayableEOYAmt |
| Grants Payable BOY | $8,533,903 | GrantsPayableBOYAmt |
| Grants Payable EOY | $9,978,885 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $327,649 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $616,857 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $9,050,124 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,749,152 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $113,334,955 | UnrestrictedBOYAmt |
| Unrestricted EOY | $90,482,728 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $113,334,955 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $90,482,728 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $122,385,079 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $101,231,880 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $113,334,955 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$9,074,034 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,816,025 | OtherIncreasesAmt |
| Subtotal | $109,076,946 | SubtotalAmt |
| Other Decreases | $18,594,218 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $90,482,728 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MARKETABLE SECURITIES | P | $20,052,113 | $11,060,055 | $8,992,058 | $8,992,058 |
| WESTERN ASSET | P | $47,972 | $47,972 | $47,972 | |
| WELLINGTON | P | $1,178,695 | $1,178,695 | $1,178,695 | |
| WESTERN MACRO | P | $48,002 | $48,002 | $48,002 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,266,727 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $14,707,538 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $120,329,377 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.122227 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $11,381,501 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $114,529,142 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.099376 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $13,126,252 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $127,091,661 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.103282 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $12,800,037 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $136,294,926 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.093914 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $14,299,736 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $100,038,613 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.142942 | DistributionYr5Rt |
| Total Distribution | 0.561741 | TotalDistributionRt |
| Average Distribution | 0.112348 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $118,850,783 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $13,352,648 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $148,289 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $13,500,937 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $20,052,694 | 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 | $148,289 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $148,289 | SubtotalAmt |
| Tax Based On Investment Income | $148,289 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $125,928 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $100,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $225,928 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $64 | EsPenaltyAmt |
| Overpayment | $77,575 | OverpaymentAmt |
| Applied To ES Tax | $77,575 | 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 | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (true) | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.ANTHEM.FOUNDATION | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SARA SCHLUGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7579626468 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 VIRGINIA AVENUE | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | 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 | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | 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 (10 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 |
|---|---|---|---|---|---|---|---|---|
| LANCE CHRISMAN | ||||||||
| 220 VIRGINIA AVENUE | INDIANAPOLIS | IN | 46204 | EXECUTIVE DIRECTOR | 36.0 | $0 | $0 | $0 |
| KATHLEEN KIEFER | ||||||||
| 220 VIRGINIA AVENUE | INDIANAPOLIS | IN | 46204 | SECRETARY | 0.05 | $0 | $0 | $0 |
| JOHN GALLINA | ||||||||
| 220 VIRGINIA AVENUE | INDIANAPOLIS | IN | 46204 | CFO & DIRECTOR | 0.25 | $0 | $0 | $0 |
| VINCE SCHER | ||||||||
| 220 VIRGINIA AVENUE | INDIANAPOLIS | IN | 46204 | TREASURER | 0.25 | $0 | $0 | $0 |
| GAIL BOUDREAUX | ||||||||
| 220 VIRGINIA AVENUE | INDIANAPOLIS | IN | 46204 | CHAIRPERSON | 0.2 | $0 | $0 | $0 |
| CATHY KELAGHAN | ||||||||
| 220 VIRGINIA AVENUE | INDIANAPOLIS | IN | 46204 | DIRECTOR | 0.08 | $0 | $0 | $0 |
| RICK NOBLE | ||||||||
| 220 VIRGINIA AVENUE | INDIANAPOLIS | IN | 46204 | ASSISTANT TREASURER | 0.05 | $0 | $0 | $0 |
| PRAKASH PATEL | ||||||||
| 220 VIRGINIA AVENUE | INDIANAPOLIS | IN | 46204 | DIRECTOR | 0.05 | $0 | $0 | $0 |
| JACQUELYN WOLF | ||||||||
| 220 VIRGINIA AVENUE | INDIANAPOLIS | IN | 46204 | FORMER DIRECTOR | 0.05 | $0 | $0 | $0 |
| CRAIG E SAMMIT | ||||||||
| 220 VIRGINIA AVENUE | INDIANAPOLIS | IN | 46204 | FORMER DIRECTOR | 0.05 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SUNSHINE AVENUE | |||||
| PO BOX 1539 | SANTA ROSA BEACH | FL | 32459 | CONSULTING | $111,150 |
| ANTHEM INC | |||||
| 220 VIRGINIA AVENUE | INDIANAPOLIS | IN | 46204 | MANAGEMENT SERVICES | $950,400 |
| WELLINGTON TRUST COMPANY NA | |||||
| 280 CONGRESS STREET | BOSTON | MA | 02210 | INVESTMENT MANAGER | $114,202 |
| WESTERN ASSET MANAGEMENT COMPANY LLC | |||||
| 385 EAST COLORADO BLVD | PASADENA | CA | 91101 | INVESTMENT MANAGER | $118,384 |
| 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 | $120,345,752 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $314,941 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $120,660,693 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $120,660,693 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,809,910 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $118,850,783 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,942,539 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,942,539 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $148,289 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $148,289 | TotalTaxAmt |
| Distributable Before Adj | $5,794,250 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,794,250 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,794,250 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $20,052,694 | 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 | $20,052,694 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $148,289 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $19,904,405 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,794,250 | DistributableAsAdjustedAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $9,476,257 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $6,191,415 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $6,862,957 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,887,739 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $8,908,475 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $37,326,843 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $20,052,694 | QualifyingDistributionsAmt |
| Applied To Current Year | $5,794,250 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $14,258,444 | RemainingDistriFromCorpusAmt |
| Total Corpus | $51,585,287 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $9,476,257 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $42,109,030 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $6,191,415 | ExcessFromYear4Amt |
| Excess From Year3 | $6,862,957 | ExcessFromYear3Amt |
| Excess From Year2 | $5,887,739 | ExcessFromYear2Amt |
| Excess From Year1 | $8,908,475 | ExcessFromYear1Amt |
| Excess From Current Year | $14,258,444 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GRANT PROGRAM | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 VIRGINIA AVENUE | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Email Address | WWW.ANTHEMCORPORATERESPONSIBILITY.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | ONLY ONLINE APPLICATIONS WILL BE ACCEPTED FOR GRANT CONSIDERATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE STATEMENT ATTACHED IMMEDIATELY FOLLOWING | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE ATTACHED | AddressLine1Txt |
| City | Inidianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SEE ATTACHED | GrantOrContributionPurposeTxt |
| Amt | $18,869,222 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $18,869,222 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED STATEMENT | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE ATTACHED | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | none | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | see attached | GrantOrContributionPurposeTxt |
| Amt | $9,978,885 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $9,978,885 | 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 | $4,035,184 | 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 | $8,992,058 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $13,027,242 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,027,242 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Old National Bank | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 718 | AddressLine1Txt |
| City | Evansville | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47705 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $46,895 | Amt |
| Net Investment Income | $12,245 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $34,650 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD | FMV | $30,780,135 | $30,780,135 |
| WESTERN ASSET | FMV | $17,056,501 | $17,056,501 |
| HARRISON STREET | FMV | $11,118,211 | $11,118,211 |
| WELLINGTON | FMV | $11,509,052 | $11,509,052 |
| ARROWSTREET | FMV | $15,483,756 | $15,483,756 |
| DFA US LARGE CAP VALUE | FMV | $14,736,266 | $14,736,266 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIST RECEIVABLE-PARTNERSHIPS | $138,777 | $144,700 | $144,700 |
| BROKER RECEIVABLE | $0 | $38,980 | $38,980 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSSES FROM INVESTMENTS | Desc |
| Amt | $18,594,218 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| OTHER ADMINISTRATIVE EXPENSES | $1,215,717 | $1,147,322 | |
| BANK/INVESTMENT CHARGES | $488,234 | $488,234 | |
| PARTNERSHIP EXPENSES | $18,462 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Partnership K-1 income (loss) | Desc |
| Net Investment Income | -$187,075 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ANTHEM FOUNDATION OF KENTUCKY - | $0 |
| SEE FOOTNOTE | $4,816,025 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED FEDERAL EXCISE TAXES | $377,908 | $206,077 |
| ASSOC GIVING CAMPAIGN PLEDGES | $130,905 | $278,345 |
| FEDERAL EXCISE TAX PAYABLE | -$181,164 | $93,935 |
| ACCRUED PROFESSIONAL SERVICE | $0 | $38,500 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BCBS LICENSE FEE | CategoryTxt |
| Amt | $1,500 | Amt |
| Disbursements Charitable Prps | $1,500 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| CURR AND DEFERRED TAX(BENEFIT) | $92,372 | |
| FOREIGN TAXES PAID | $12,633 |