REGENSTRIEF FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- REGENSTRIEF FOUNDATION INC (EIN 35-6066023)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-01-09
- IRS object ID
- 201810099349100506
- Schema version
- 2016v3.1
- 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
- Contractor Compensation Expln
- Depreciation Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-01-09T12:37:11-06:00 | ReturnTs |
| Tax Period End | 2017-06-30 | 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 | 2016-07-01 | 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 | 2018-02-15 | 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 | 2018-02-15 | 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 | 43033020180095000014 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-01-09 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 89F86BF8EB3E5A2A28C6CF2AE44EC3D929E95A58 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | FE84B15E8AAC3117FE43EE989F958055A29C882F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $178,189,723 | 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 | $3,194,779 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,194,779 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,196,229 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,935,176 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,196,229 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $137 | IncmModificationsAdjNetIncmAmt |
| Other Income Rev And Expnss | $128,621 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $76,962 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,519,629 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,467,970 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $137 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $347,705 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $173,853 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $173,852 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $105,593 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $52,796 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $52,797 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $38,653 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $19,327 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $19,326 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $11,514 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $11,514 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $36,296 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $21,778 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $14,518 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,628,022 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,628,022 | OtherProfFeesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $9,634 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $9,634 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $51,462 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $25,731 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $25,731 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,072 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,536 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,536 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $104,558 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $52,769 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $51,789 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,338,509 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,986,446 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $352,063 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,659,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,659,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,997,509 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,986,446 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,011,063 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,477,880 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,481,524 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $137 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $121,704 | CashBOYAmt |
| Cash EOY | $138,557 | CashEOYAmt |
| Cash EOYFMV | $138,557 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,973,511 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,750,363 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,750,363 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $1,105,453 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $0 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $0 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $139,939,889 | CorporateStockBOYAmt |
| Corporate Stock EOY | $140,962,444 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $175,100,312 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $301,874 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $155,476 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $145,674 | LandBOYAmt |
| Land EOY | $146,398 | LandEOYAmt |
| Land EOYFMV | $146,398 | LandEOYFMVAmt |
| Other Assets BOY | $25,832 | OtherAssetsBOYAmt |
| Other Assets EOY | $54,093 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $54,093 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $147,312,063 | TotalAssetsBOYAmt |
| Total Assets EOY | $144,051,855 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $178,189,723 | TotalAssetsEOYFMVAmt |
| Deferred Revenue BOY | $0 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $3,221,325 | DeferredRevenueEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,221,325 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $147,312,063 | UnrestrictedBOYAmt |
| Unrestricted EOY | $140,830,530 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $147,312,063 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $140,830,530 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $147,312,063 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $144,051,855 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $147,312,063 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,477,880 | ExcessRevenueOverExpensesAmt |
| Subtotal | $140,834,183 | SubtotalAmt |
| Other Decreases | $3,653 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $140,830,530 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| TOCQUEVILLE GOLD MOO | 2016-10-26 | $3,740,139 | $3,743,792 | -$3,653 | -$3,653 |
| ARTISAN WORLD PARTNERS | 2016-11-22 | $1,500,000 | $1,354,145 | $145,855 | $145,855 |
| VANGUARD ENERGY FUND | 2016-12-07 | $1,500,000 | $1,496,784 | $3,216 | $3,216 |
| GRUSS GLOBAL | 2016-10-06 | $2,100,000 | $1,862,436 | $237,564 | $237,564 |
| LONE CASCADE | 2016-10-14 | $3,000,000 | $2,548,488 | $451,512 | $451,512 |
| HARVEST MLP | 2017-06-03 | $1,000,000 | $733,302 | $266,698 | $266,698 |
| VARIOUS K-1'S "DETAIL AVAILABLE UPON REQUEST" | $95,037 | $0 | $95,037 | $95,037 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,196,229 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,272,892 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $164,236,116 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.019928 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $9,892,826 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $178,143,821 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.055533 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $9,744,118 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $174,013,785 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.055996 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $8,863,226 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $165,032,225 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053706 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $8,373,554 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $160,858,866 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052055 | DistributionYr5Rt |
| Total Distribution | 0.237218 | TotalDistributionRt |
| Average Distribution | 0.047444 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $172,070,232 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $8,163,700 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $24,815 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $8,188,515 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $9,011,063 | 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 | $24,815 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $24,815 | SubtotalAmt |
| Tax Based On Investment Income | $24,815 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $200,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $200,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $175,185 | OverpaymentAmt |
| Applied To ES Tax | $175,185 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (18 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 | 15.0 | $75,000 | $0 | $0 |
| JACK R SHAW | ||||||||
| 9292 N MERIDIAN SUITE 202 | INDIANAPOLIS | IN | 46260 | PRES,CEO,TRSR(7/1-1/9)/VOL DIR | 15.0 | $75,000 | $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 | $24,205 | $12,461 | $0 |
| ALLAN COHN | ||||||||
| 9292 N MERIDIAN SUITE 202 | INDIANAPOLIS | IN | 46260 | VOLUNTEER DIRECTOR | 1.0 | $0 | $0 | $0 |
| STEPHEN FERGUSON | ||||||||
| 9292 N MERIDIAN SUITE 202 | INDIANAPOLIS | IN | 46260 | VOLUNTEER 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 | CHAIRMAN | 1.0 | $0 | $0 | $0 |
| BART PETERSON | ||||||||
| 9292 N MERIDIAN SUITE 202 | INDIANAPOLIS | IN | 46260 | VOLUNTEER DIRECTOR | 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 (BEG. 1/10) | 15.0 | $93,500 | $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 | ||||||||
| 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 | TREASURER (BEG. 1/10) | 15.0 | $80,000 | $0 | $0 |
| andie friedman | ||||||||
| 9292 N MERIDIAN SUITE 202 | INDIANAPOLIS | IN | 46260 | VOLUNTEER DIRECTOR (BEG. 1/10) | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| LEONARD BETLEY | |||||
| 9292 N MERIDIAN SUITE 202 | INDIANAPOLIS | IN | 46260 | CONSULTING | $0 |
| 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 | $219,777 |
| JACK SHAW | |||||
| 9292 N MERIDIAN SUITE 202 | INDIANAPOLIS | IN | 46260 | CONSULTING | $0 |
| 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 | $169,804,264 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,886,327 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $174,690,591 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $174,690,591 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,620,359 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $172,070,232 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,603,512 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,603,512 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $24,815 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $24,815 | TotalTaxAmt |
| Distributable Before Adj | $8,578,697 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $137 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,578,834 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $8,578,834 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,011,063 | 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 | $9,011,063 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $24,815 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $8,986,248 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,578,834 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $7,611,819 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | 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 | $9,011,063 | QualifyingDistributionsAmt |
| Applied To Year1 | $7,611,819 | AppliedToYear1Amt |
| Applied To Current Year | $1,399,244 | 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 | $7,179,590 | 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 | $1,300,000 |
| REGENSTRIEF INSTITUTE INC | |||||||
| 1050 WISHARD BOULEVARD 6TH FLOOR | INDIANAPOLIS | IN | 46260 | NONE | SO I | MEDICAL RESEARCH | $7,354,000 |
| Children's Museum of Indianapolis | |||||||
| 3000 NORTH MERIDIAN STREET | INDIANAPOLIS | IN | 462084716 | NONE | PC | GENERAL | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,659,000 | 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 |
|---|---|---|---|---|---|---|---|---|
| PURDUE UNIVERSITY | ||||||||
| 610 PURDUE MALL | WEST LAFAYETTE | IN | 479072040 | NONE | PC | MEDICAL RESEARCH | $4,000,000 | |
| INDIANA UNIVERSITY FOUNDATION | ||||||||
| PO BOX 500 | BLOOMINGTON | IN | 47402 | NONE | PC | MEDICAL RESEARCH | $1,700,000 | |
| REGENSTRIEF INSTITUTE INC | ||||||||
| 1050 WISHARD BOULEVARD | INDIANAPOLIS | IN | 46260 | NONE | SO I | MEDICAL RESEARCH | $21,150,000 | 6TH FLOOR |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $26,850,000 | 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 | $3,194,779 | 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 | $1,196,229 | 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 (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| OTHER REVENUE | 531390 | -$64,146 | 14 | $76,962 |
| EXCISE & INCOME TAXES REFUND | 01 | $115,805 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$64,146 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,583,775 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,519,629 | 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 | $36,296 | Amt |
| Net Investment Income | $21,778 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $14,518 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp (3 entries)
| ExplanationExplanationTxt |
|---|
| LEONARD BETLEY |
| SEE PART VIII FOR FEES OF $75,000 WHICH WERE PAID TO LEONARD BETLEY. |
| BOB WINGERTER |
| SEE PART VIII FOR FEES OF $80,000 WHICH WERE PAID TO BOB WINGERTER. |
| D CRAIG BRATER |
| SEE PART VIII FOR FEES OF $93,500 WHICH WERE PAID TO D. CRAIG BRATER. |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIXED INCOME | $18,104,895 | $18,236,131 |
| COMMON STOCKS AND EQUITY FUNDS | $69,081,251 | $79,752,564 |
| REALTY FUNDS | $1,045,985 | $459,389 |
| MARKETABLE ALTERNATIVES | $31,680,022 | $52,773,482 |
| ENERGY PARTNERSHIPS | $9,742,398 | $9,719,186 |
| COMMODITIES | $4,529,966 | $4,765,620 |
| PRIVATE EQUITY | $6,777,927 | $9,393,940 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $11,514 | LegalFeesAmt |
| Disbursements Charitable Prps | $11,514 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST RECEIVABLE | Desc |
| BOY Book Value | $25,832 | BOYBookValueAmt |
| EOY Book Value | $54,093 | EOYBookValueAmt |
| EOYFMV | $54,093 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $3,653 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BOOKS, SUBSCRPTNS., PUBLICTNS. | $981 | $981 | |
| EQUIPMENT & MAINTENANCE | $75,537 | $37,768 | $37,769 |
| INSURANCE | $7,971 | $3,986 | $3,985 |
| SUPPLIES | $8,782 | $4,391 | $4,391 |
| UTILITIES | $6,189 | $3,094 | $3,095 |
| MEALS & ENTERTAINMENT | $3,600 | $1,800 | $1,800 |
| MISCELLANEOUS | $1,498 | $749 | $749 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Partnership Income | -$64,146 | |
| Royalties | $76,962 | $76,962 |
| Excise & Income Taxes refund | $115,805 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $1,628,022 | Amt |
| Net Investment Income | $1,628,022 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |