REGENSTRIEF FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- REGENSTRIEF FOUNDATION INC (EIN 35-6066023)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2025-12-18
- IRS object ID
- 202523529349100502
- Schema version
- 2024v5.1
- 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
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-12-18T08:32:02+00:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 820 Massachusetts Ave Suite 1370 | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | 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) |
|---|---|---|
| Business Name Control | REGE | BusinessNameControlTxt |
| Phone | 3178481400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9292 N MERIDIAN SUITE 202 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46260 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BOB WINGERTER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3178481400 | PhoneNum |
| Signature | 2025-12-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Nicole Fishback | PreparerPersonNm |
| PTIN | P01279475 | PTIN |
| Phone | 3173834000 | PhoneNum |
| Preparation | 2026-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $189,717,469 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,120,291 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,120,291 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,449,943 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $25,891,550 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,449,943 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $323,765 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $723,286 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $14,893,999 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15,293,520 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $467,798 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $233,899 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $233,899 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $24,671 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $12,336 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $12,335 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $59,206 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $29,603 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $29,603 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $26,262 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,084 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $9,328 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,234,877 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,234,877 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $0 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $5,766 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $5,766 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $56,726 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $28,363 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $28,363 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $20,699 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $10,350 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $10,349 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $155,082 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $77,614 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $77,468 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,051,087 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,643,892 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $401,345 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,169,624 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $8,169,624 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,220,711 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,643,892 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,570,969 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,673,288 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,649,628 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $81,241 | CashBOYAmt |
| Cash EOY | $119,151 | CashEOYAmt |
| Cash EOYFMV | $119,151 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $6,615,100 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,303,229 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,303,229 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $32,436 | AcctRcvblAmt |
| Acct Rcvbl BOY | $425,072 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $32,436 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $32,436 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $132,035,298 | CorporateStockBOYAmt |
| Corporate Stock EOY | $139,856,844 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $188,021,088 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $301,494 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $191,965 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $115,295 | LandBOYAmt |
| Land EOY | $109,529 | LandEOYAmt |
| Land EOYFMV | $109,529 | LandEOYFMVAmt |
| Other Assets BOY | $116,582 | OtherAssetsBOYAmt |
| Other Assets EOY | $132,036 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $132,036 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $139,388,588 | TotalAssetsBOYAmt |
| Total Assets EOY | $141,553,225 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $189,717,469 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $10,056 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,838 | AccountsPayableEOYAmt |
| Deferred Revenue BOY | $3,134,597 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $1,628,942 | DeferredRevenueEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $3,144,653 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,630,780 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $136,243,935 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $139,922,445 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $136,243,935 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $139,922,445 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $139,388,588 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $141,553,225 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $136,243,935 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,673,288 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,222 | OtherIncreasesAmt |
| Subtotal | $139,922,445 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $139,922,445 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|
| D-1 | P | 2023-07-01 | 2024-07-16 | $1,500,000 | $1,561,609 | -$61,609 | $0 | -$61,609 |
| COREVIEW | P | 2023-07-01 | 2024-07-20 | $725,366 | $991,962 | -$266,596 | $0 | -$266,596 |
| D-1 | P | 2023-07-01 | 2024-10-12 | $539,290 | $644,468 | -$105,178 | $0 | -$105,178 |
| BRACEBRIDGE | P | 2023-07-01 | 2024-10-23 | $1,800,000 | $1,155,814 | $644,186 | $0 | $644,186 |
| COREVIEW | P | 2023-07-01 | 2024-10-25 | $960,130 | $1,210,922 | -$250,792 | $0 | -$250,792 |
| ARTISAN WORLD FUND | P | 2023-07-01 | 2024-12-17 | $750,000 | $339,246 | $410,754 | $0 | $410,754 |
| D-1 | P | 2023-07-01 | 2025-01-11 | $1,321,120 | $1,611,818 | -$290,698 | $0 | -$290,698 |
| COREVIEW | P | 2023-07-01 | 2025-01-14 | $879,210 | $1,097,146 | -$217,936 | $0 | -$217,936 |
| D-1 | P | 2023-07-01 | 2025-03-03 | $2,242 | $2,768 | -$526 | $0 | -$526 |
| TIG ZEBEDEE | P | 2023-07-01 | 2025-03-18 | $500,000 | $386,185 | $113,815 | $0 | $113,815 |
| LONE CASCADE | P | 2023-07-01 | 2025-04-24 | $1,700,000 | $2,170,880 | -$470,880 | $0 | -$470,880 |
| ROSE GROVE | P | 2023-07-01 | 2025-04-25 | $3,000,000 | $2,268,790 | $731,210 | $0 | $731,210 |
| VARIOUS K-1'S "DETAIL AVAILABLE UPON REQUEST" | P | 2023-07-01 | 2025-06-30 | $12,214,193 | $0 | $12,214,193 | $0 | $12,214,193 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,449,943 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $175,830 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $175,830 | SubtotalAmt |
| Tax Based On Investment Income | $175,830 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $123,193 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $50,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $173,193 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,620 | EsPenaltyAmt |
| Tax Due | $4,257 | TaxDueAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | LA | OrgReportOrRegisterStateCd |
| 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 |
| Individual With Books | BOB WINGERTER | IndividualWithBooksNm |
| 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 (13 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| SUSAN LUSE | |||||||||
| 9292 N MERIDIAN | SUITE 202 | INDIANAPOLIS | IN | 46260 | SECRETARY | 20.00 | $55,798 | $27,597 | $0 |
| D CRAIG BRATER | |||||||||
| 9292 N MERIDIAN | SUITE 202 | INDIANAPOLIS | IN | 46260 | PRESIDENT & DIRECTOR | 20.00 | $206,000 | $15,759 | $0 |
| BOB WINGERTER | |||||||||
| 9292 N MERIDIAN | SUITE 202 | INDIANAPOLIS | IN | 46260 | VICE PRESIDENT & TREASURER | 20.00 | $206,000 | $15,759 | $0 |
| LESLEY B OLSWANG PHD (THRU 040125) | |||||||||
| 9292 N MERIDIAN | SUITE 202 | INDIANAPOLIS | IN | 46260 | VOLUNTEER DIRECTOR | 1.00 | $0 | $0 | $0 |
| DANIEL APPEL | |||||||||
| 9292 N MERIDIAN | SUITE 202 | INDIANAPOLIS | IN | 46260 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| ANDIE FRIEDMAN | |||||||||
| 9292 N MERIDIAN | SUITE 202 | INDIANAPOLIS | IN | 46260 | INVESTMENT COMMITTEE CHAIR | 1.00 | $0 | $0 | $0 |
| Latoya Botteron | |||||||||
| 9292 N MERIDIAN | SUITE 202 | INDIANAPOLIS | IN | 46260 | VOLUNTEER DIRECTOR | 1.00 | $0 | $0 | $0 |
| JAMES TCHENG | |||||||||
| 9292 N MERIDIAN | SUITE 202 | INDIANAPOLIS | IN | 46260 | VOLUNTEER DIRECTOR | 1.00 | $0 | $0 | $0 |
| ENOLA PROCTOR | |||||||||
| 9292 N MERIDIAN | SUITE 202 | INDIANAPOLIS | IN | 46260 | VOLUNTEER DIRECTOR | 1.00 | $0 | $0 | $0 |
| Allison Barrett (THRU 021925) | |||||||||
| 9292 N MERIDIAN | SUITE 202 | INDIANAPOLIS | IN | 46260 | VOLUNTEER DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHRISTIA HICKS | |||||||||
| 9292 N MERIDIAN | SUITE 202 | INDIANAPOLIS | IN | 46260 | VOLUNTEER DIRECTOR | 1.00 | $0 | $0 | $0 |
| JAMIE RICH | |||||||||
| 9292 N MERIDIAN | SUITE 202 | INDIANAPOLIS | IN | 46260 | VOLUNTEER DIRECTOR | 1.00 | $0 | $0 | $0 |
| ELI ISAACS (BEG 040925) | |||||||||
| 9292 N MERIDIAN | SUITE 202 | INDIANAPOLIS | IN | 46260 | VOLUNTEER DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAMBRIDGE ASSOCIATES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 HIGH STREET | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVEST ADVISORS | ServiceTypeTxt |
| Compensation | $217,156 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | None | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | None | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $181,653,642 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,745,397 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $187,399,039 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $187,399,039 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,810,986 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $184,588,053 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,229,403 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,229,403 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $175,830 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $175,830 | TotalTaxAmt |
| Distributable Before Adj | $9,053,573 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $9,053,573 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $9,053,573 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,570,969 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $8,570,969 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,053,573 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $8,154,880 | UndistributedIncomePYAmt |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| 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 | $8,570,969 | QualifyingDistributionsAmt |
| Applied To Year1 | $8,154,880 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $416,089 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $8,637,484 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| REGENSTRIEF INSTITUTE INC | |||||||
| 1050 WISHARD BOULEVARD 6TH FLOOR | INDIANAPOLIS | IN | 46260 | NONE | SO I | MEDICAL RESEARCH | $6,749,046 |
| ESKENAZI HEALTH FOUNDATION | |||||||
| 720 ESKENAZI AVE | INDIANAPOLIS | IN | 46202 | NONE | PC | MEDICAL RESEARCH | $1,410,578 |
| DOVE RECOVERY HOUSE | |||||||
| 3351 N MERIDIAN ST 110 | INDIANAPOLIS | IN | 46208 | NONE | PC | MEDICAL RESEARCH | $5,000 |
| AM SPEECH-LANG GRANT | |||||||
| PO BOX 800 | INDIANAPOLIS | IN | 46206 | NONE | PC | MEDICAL RESEARCH | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $8,169,624 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REGENSTRIEF INSTITUTE INC | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1050 WISHARD BOULEVARD 6TH FLOOR | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46260 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | SO I | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | MEDICAL RESEARCH | GrantOrContributionPurposeTxt |
| Amt | $11,380,687 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $11,380,687 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,120,291 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $12,449,943 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | -$399,521 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $723,286 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$399,521 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $15,293,520 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,893,999 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | Form | LineNumberTxt |
| Relationship Statement | NOT APPLICABLE | RelationshipStatementTxt |
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 | $26,262 | Amt |
| Net Investment Income | $11,084 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,328 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (4 entries)
| PropertyPropertyDesc | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|
| Building | $123,136 | $68,334 | Straight-Line | 39.0 | $3,157 | $3,157 |
| Equipment | $66,548 | $56,916 | Straight-Line | 5.0 | $2,609 | $2,609 |
| Furniture | $60,949 | $60,949 | Straight-Line | 7.0 | ||
| Historical Artwork | $53,248 | $0 | N/A |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIXED INCOME | $26,613,201 | $27,141,132 |
| COMMON STOCKS AND EQUITY FUNDS | $40,499,188 | $46,878,824 |
| REALTY FUNDS | $84,969 | $20,979 |
| MARKETABLE ALTERNATIVES | $38,508,148 | $50,115,147 |
| ENERGY PARTNERSHIPS | $7,184,508 | $12,253,489 |
| PRIVATE EQUITY | $26,966,830 | $51,611,517 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Fixed Assets | CategoryOrItemTxt |
| Cost Or Other Basis | $301,494 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $191,965 | AccumulatedDepreciationAmt |
| Book Value | $109,529 | BookValueAmt |
| EOYFMV | $109,529 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Interest Receivable | Desc |
| BOY Book Value | $116,582 | BOYBookValueAmt |
| EOY Book Value | $132,036 | EOYBookValueAmt |
| EOYFMV | $132,036 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BOOKS, SUBSCRIPTIONS, PUBLICATIONS | $149 | $149 | |
| COMPUTER MAINTENANCE | $49,664 | $24,832 | $24,832 |
| HOSPITALITY | $12,495 | $6,247 | $6,248 |
| INSURANCE | $17,405 | $8,702 | $8,703 |
| OFFICE MAINTENANCE AND RENTAL | $36,061 | $18,030 | $18,031 |
| PURCHASE SERVICES | $27,508 | $13,754 | $13,754 |
| SUPPLIES | $2,774 | $1,387 | $1,387 |
| UTILITIES | $8,840 | $4,420 | $4,420 |
| MISCELLANEOUS | $186 | $93 | $93 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Partnership Income | -$399,521 | |
| Royalties | $723,286 | $723,286 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $5,222 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Fees | CategoryTxt |
| Amt | $2,234,877 | Amt |
| Net Investment Income | $2,234,877 | NetInvestmentIncomeAmt |