ARTHUR JORDAN FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: ARTHUR JORDAN FOUNDATION (EIN 35-0428850)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-08-08
IRS object ID: 201342209349100354
Schema version: 2012v2.1
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 Bonds Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Land Etc Schedule2
Other Assets 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)
Timestamp	2013-08-08T10:51:43-05:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	BKD LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	201 N Illinois Street	AddressLine1
City	Indianapolis	City
State	IN	State
ZIP Code	46204	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2012-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	350428850	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	ARTHUR JORDAN FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
In Care Of Name	% MARGARET SALLEE	InCareOfName
Name Control	ARTH	NameControl
Phone	3176351378	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1230 N DELAWARE STREET	AddressLine1
Address Line2	Suite	AddressLine2
City	INDIANAPOLIS	City
State	IN	State
ZIP Code	46202	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	SARA B COBB	Name
Title	CHAIRMAN	Title
Phone	3176351378	Phone
Date Signed	2013-08-15	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	NICOLE B FISHBACK	Name
Phone	3173834000	Phone

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-03-07 17:11:31Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	16162045	FMVAssetsEOY
Method Of Accounting Accrual	X	MethodOfAccountingAccrual

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	0	ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss	101	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	101	InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss	481343	DividendsRevAndExpnss
Dividends Net Invst Incm	481343	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	591877	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	4154090	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	591877	CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss	92	OtherIncomeRevAndExpnss
Other Income Net Invst Incm	92	OtherIncomeNetInvstIncm
Total Revenue And Expenses	1073413	TotalRevenueAndExpenses
Total Net Investment Income	1073413	TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss	33600	CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm	16800	CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps	16800	CompOfcrDirTrstDsbrsChrtblPrps
Oth Empl Slrs Wgs Rev And Expnss	46928	OthEmplSlrsWgsRevAndExpnss
Oth Empl Slrs Wgs Net Invst Incm	23464	OthEmplSlrsWgsNetInvstIncm
Oth Empl Slrs Wgs Dsbrs Chrtbl Prps	23464	OthEmplSlrsWgsDsbrsChrtblPrps
Pension Empl Bnft Rev And Expnss	29736	PensionEmplBnftRevAndExpnss
Pension Empl Bnft Net Invst Incm	17368	PensionEmplBnftNetInvstIncm
Pension Empl Bnft Dsbrs Chrtbl Prps	12368	PensionEmplBnftDsbrsChrtblPrps
Accounting Fees Rev And Expnss	15656	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	7828	AccountingFeesNetInvstIncm
Accounting Fees Adj Net Incm	0	AccountingFeesAdjNetIncm
Accounting Fees Dsbrs Chrtbl Prps	7828	AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss	24834	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	24834	OtherProfFeesNetInvstIncm
Taxes Rev And Expnss	29983	TaxesRevAndExpnss
Taxes Net Invst Incm	1795	TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps	1795	TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss	100650	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	7740	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	92911	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	281387	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	99829	TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm	0	TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	155166	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	496045	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	496045	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	777432	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	99829	TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm	0	TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps	651211	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	295981	ExcessOfRevenueOverExpenses
Net Investment Income	973584	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	110	CashBOY
Cash EOY	110	CashEOY
Cash EOYFMV	110	CashEOYFMV
Savings And Temp Cash Invst BOY	256348	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	300807	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	300807	SavingsAndTempCashInvstEOYFMV
Accounts Receivable	7534	AccountsReceivable
Accounts Receivable BOY	645	AccountsReceivableBOY
Accounts Receivable EOY	7534	AccountsReceivableEOY
Accounts Receivable EOYFMV	7534	AccountsReceivableEOYFMV
Prepaid Expenses BOY	3082	PrepaidExpensesBOY
Prepaid Expenses EOY	3268	PrepaidExpensesEOY
Prepaid Expenses EOYFMV	3268	PrepaidExpensesEOYFMV
Investments Corp Stock BOY	8912321	InvestmentsCorpStockBOY
Investments Corp Stock EOY	9987228	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	9987228	InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY	4159409	InvestmentsCorpBondsBOY
Investments Corp Bonds EOY	4119764	InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV	4119764	InvestmentsCorpBondsEOYFMV
Investments Other BOY	654962	InvestmentsOtherBOY
Investments Other EOY	562725	InvestmentsOtherEOY
Investments Other EOYFMV	562725	InvestmentsOtherEOYFMV
Other Assets BOY	1180609	OtherAssetsBOY
Other Assets EOY	1180609	OtherAssetsEOY
Other Assets EOYFMV	1180609	OtherAssetsEOYFMV
Total Assets BOY	15167486	TotalAssetsBOY
Total Assets EOY	16162045	TotalAssetsEOY
Total Assets EOYFMV	16162045	TotalAssetsEOYFMV
Accounts Payable BOY	11429	AccountsPayableBOY
Accounts Payable EOY	17339	AccountsPayableEOY
Grants Payable BOY	70000	GrantsPayableBOY
Grants Payable EOY	63000	GrantsPayableEOY
Other Liabilities BOY	7779	OtherLiabilitiesBOY
Other Liabilities EOY	14706	OtherLiabilitiesEOY
Total Liabilities BOY	89208	TotalLiabilitiesBOY
Total Liabilities EOY	95045	TotalLiabilitiesEOY
Org That Follow SFAS117	X	OrgThatFollowSFAS117
Unrestricted BOY	15054909	UnrestrictedBOY
Unrestricted EOY	16043530	UnrestrictedEOY
Temporarily Restricted BOY	17869	TemporarilyRestrictedBOY
Temporarily Restricted EOY	17970	TemporarilyRestrictedEOY
Permanently Restricted BOY	5500	PermanentlyRestrictedBOY
Permanently Restricted EOY	5500	PermanentlyRestrictedEOY
Total Net Assets BOY	15078278	TotalNetAssetsBOY
Total Net Assets EOY	16067000	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	15167486	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	16162045	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	15078278	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	295981	ExcessOfRevenueOverExpenses
Other Increases	692741	OtherIncreases
Subtotal	16067000	Subtotal
Total Net Assets Fund Balances EOY	16067000	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (11 entries)

Description Of AssetDescriptionOfAsset	Date AcquiredDateAcquired	Date SoldDateSold	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses
ARTISAN FUNDS, INC.	2000-04-20	2012-11-13	373656	292110	81546	81546
BARON SMALL CAP FUND	2008-04-17	2012-11-13	72500	59852	12648	12648
COLUMBIA VALUE & RESTRUCTURING FUND	2004-12-09	2012-03-01	1284174	953800	330374	330374
EATON VANCE GLOBAL MACRO ABSOLUTE RETURN FUND	2010-09-14		400000	414333	-14333	-14333
EUROPACIFIC GROWTH FUND	1995-10-27		400000	257761	142239	142239
FMI LARGE CAP FUND	2012-03-02	2012-11-02	300000	296380	3620	3620
HARDING LOEVNER EMERGING MARKETS	2005-09-09	2012-11-13	37500	23911	13589	13589
MATTHEWS ASIAN GROWTH & INCOME FUND	2010-05-14	2012-11-13	37500	33760	3740	3740
PIMCO COMMODITY FUND	2009-06-05	2012-05-15	207168	260000	-52832	-52832
PIMCO EMERGING LOCAL BOND FUND	2009-12-21	2012-05-15	365000	346609	18391	18391
OSTERWEIS FUND	2009-12-22	2012-06-07	676592	623697	52895	52895

Field	Value	IRS element (for citing)
Capital Gain Net Income	591877	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	536398	QualifyingDistributionsYear1
Noncharitable Assets Year1	14563842	NoncharitableAssetsYear1
Distribution Ratio Year1	0.036831	DistributionRatioYear1
Qualifying Distributions Year2	636496	QualifyingDistributionsYear2
Noncharitable Assets Year2	13908365	NoncharitableAssetsYear2
Distribution Ratio Year2	0.045764	DistributionRatioYear2
Qualifying Distributions Year3	667118	QualifyingDistributionsYear3
Noncharitable Assets Year3	12291163	NoncharitableAssetsYear3
Distribution Ratio Year3	0.054276	DistributionRatioYear3
Qualifying Distributions Year4	713160	QualifyingDistributionsYear4
Noncharitable Assets Year4	14079983	NoncharitableAssetsYear4
Distribution Ratio Year4	0.050651	DistributionRatioYear4
Qualifying Distributions Year5	662173	QualifyingDistributionsYear5
Noncharitable Assets Year5	17185944	NoncharitableAssetsYear5
Distribution Ratio Year5	0.03853	DistributionRatioYear5
Total Distribution Ratio	0.226052	TotalDistributionRatio
Average Distribution Ratio	0.04521	AverageDistributionRatio
Net Noncharitable Assets	14499832	NetNoncharitableAssets
Adjusted Noncharitable Assets	655537	AdjustedNoncharitableAssets
One Percent Net Investment Income	9736	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	665273	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	651211	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Investment Income Excise Tax	19472	InvestmentIncomeExciseTax
Subtotal	19472	Subtotal
Tax Based On Investment Income	19472	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	17974	EstTaxPaymentsAndOverpayment
Tax Paid With Extension	11500	TaxPaidWithExtension
Total Credits And Payments	29474	TotalCreditsAndPayments
Form2220 Attached	X	Form2220Attached
Penalty For Underpayment	31	PenaltyForUnderpayment
Overpayment	9971	Overpayment
Amount Credited To Next Year	9971	AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	false	LegislativePoliticalActivities
More Than100 Spent	false	MoreThan100Spent
Form1120 POL Filed	false	Form1120POLFiled
Activities Not Prev Reported	false	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	false	UnrelatedBusIncomeOver1000
Termination Etc	false	TerminationEtc
Requirements Of Sect508e	true	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
States Filed With	IN	StatesFiledWith
Form990 PF Filed With AG	true	Form990PFFiledWithAG
Private Operating Foundation	false	PrivateOperatingFoundation
New Substantial Contributors	false	NewSubstantialContributors
Interest In Controlled Entity	false	InterestInControlledEntity
Applicable Insurance Contract	false	ApplicableInsuranceContract
Comply With Public Inspection Rqr	true	ComplyWithPublicInspectionRqr
Website Address	WWW.ARTHURJORDANFOUNDATION.ORG	WebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MARGARET SALLEE	BusinessNameLine1

Field	Value	IRS element (for citing)
Books In Care Of Phone Number	3176351378	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	1230 N DELAWARE ST	AddressLine1
City	INDIANAPOLIS	City
State	IN	State
ZIP Code	46202	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	false	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	false	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	false	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	false	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	true	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	false	TransferAssetsToDsqflyPerson
Payment To Government Offical	false	PaymentToGovernmentOffical
Acts Fail To Qualify As Exceptions	false	ActsFailToQualifyAsExceptions
Uncorrected Prior Acts	false	UncorrectedPriorActs
Undistributed Income Prior Years	false	UndistributedIncomePriorYears
Business Holdings	false	BusinessHoldings
Jeopardy Investments	false	JeopardyInvestments
Uncorrected Jeopardy Investments	false	UncorrectedJeopardyInvestments
Influence Legislation	false	InfluenceLegislation
Influence Election	false	InfluenceElection
Grants To Individuals	false	GrantsToIndividuals
Grants To Organizations	false	GrantsToOrganizations
Noncharitable Purpose	false	NoncharitablePurpose
Relying Curr Notice Disaster Asst2	X	RelyingCurrNoticeDisasterAsst2
Rcv Funds To Pay Prsnl Bnft Contract	false	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	false	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	false	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (7 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation	Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc	Expense Account Other AllowancesExpenseAccountOtherAllowances
JOSEPH D BARNETTE JR
1230 N DELAWARE STREET	INDIANAPOLIS	IN	46202	Trustee	1.0	4800	0	0
DAN R DEMARS
1230 N DELAWARE STREET	INDIANAPOLIS	IN	46202	TRUSTEE	1.0	4800	0	0
THOMAS P EWBANK
1230 N DELAWARE STREET	INDIANAPOLIS	IN	46202	TRUSTEE	1.0	4800	0	0
GRACIA J FLOYD
1230 N DELAWARE STREET	INDIANAPOLIS	IN	46202	CHAIRMAN	1.0	4800	0	0
THOMAS A KING
1230 N DELAWARE STREET	INDIANAPOLIS	IN	46202	SECRETARY	1.0	4800	0	0
SAMUEL L ODLE
1230 N DELAWARE STREET	INDIANAPOLIS	IN	46202	TREASURER	1.0	4800	0	0
SARA B COBB
1230 N DELAWARE STREET	INDIANAPOLIS	IN	46202	VICE CHAIRMAN	1.0	4800	0	0

Field	Value	IRS element (for citing)
Summary Of Direct Charitable Acty		SummaryOfDirectCharitableActy
Sum Of Program Related Investments		SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	14694968	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	25674	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	14720642	TotalFMVOfUnusedAssets
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	14720642	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	220810	CashDeemedCharitable
Net Noncharitable Assets	14499832	NetNoncharitableAssets
Minimum Investment Return	724992	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	724992	MinimumInvestmentReturn
Tax Based On Investment Income	19472	TaxBasedOnInvestmentIncome
Total Tax	19472	TotalTax
Distributable Amount Before Adj	705520	DistributableAmountBeforeAdj
Distributable Amount Before Ded	705520	DistributableAmountBeforeDed
Distributable Amount As Adjusted	705520	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	651211	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Amounts Paid Acq Charitable Assets	0	AmountsPaidAcqCharitableAssets
Amounts Set Aside Suitability Test	0	AmountsSetAsideSuitabilityTest
Amounts Set Aside Cash Distri Test	0	AmountsSetAsideCashDistriTest
Qualifying Distributions	651211	QualifyingDistributions
Adj Qualifying Distributions	651211	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	705520	DistributableAmountAsAdjusted
Undistributed Income Prior Year	410973	UndistributedIncomePriorYear
Prior Year1	2010	PriorYear1
Prior Year2	2009	PriorYear2
Prior Year3	2008	PriorYear3
Excess Distri Carryover Year1	0	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	0	TotalExcessDistriCarryover
Qualifying Distributions	651211	QualifyingDistributions
Applied To Year1	410973	AppliedToYear1
Applied To Current Year	240238	AppliedToCurrentYear
Remaining Distri From Corpus	0	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	0	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	0	ExcessDistriCyovAppliedCY
Total Corpus	0	TotalCorpus
Undistributed Income CY	465282	UndistributedIncomeCY
Excess Distri Cyov To Next Year	0	ExcessDistriCyovToNextYear
Excess From Current Year	0	ExcessFromCurrentYear

Field	Value	IRS element (for citing)
Private Operating Foundations		PrivateOperatingFoundations

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	NA	ContributingManager
Shareholder Manager	NA	ShareholderManager

Appication Submission Info AppicationSubmissionInfo

Field	Value	IRS element (for citing)
Recipient Name	MARGARET SALLEE	RecipientName

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	1230 N DELAWARE STREET	AddressLine1
City	INDIANAPOLIS	City
State	IN	State
ZIP Code	46202	ZIPCode

Field	Value	IRS element (for citing)
Recipient Phone Number	3176311888	RecipientPhoneNumber
Form And Info And Materials	LETTER OR NARRATIVE (2-3 PAGES), BUDGET, AUDITED FINANCIAL STATEMENTS IF AVAILABLE, PROOF OF TAX-EXEMPT STATUS, AND A LIST OF THE BOARD OF DIRECTORS	FormAndInfoAndMaterials
Submission Deadlines	MARCH 1	SubmissionDeadlines
Restrictions On Awards	MARION COUNTY/ INDIANA/ NO MEDICAL RESEARCH GRANTS	RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (43 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount	Address Line2RecipientUSAddress/AddressLine2
Benjamin Harrison Presidential Site
1230 N Delaware Street	Indianapolis	IN	46202	NONE	PUBLIC CHARITY	Operating Funds	$211,000
Bosma Visionary Opportunities Foundation
8020 Zionsville Road	Indianapolis	IN	46268	NONE	PUBLIC CHARITY	Special Project	$1,000
Boys & Girls Clubs of Indianapolis
2236 East 10th Street Suite 200	Indianapolis	IN	46201	NONE	PUBLIC CHARITY	Special Project	$3,054
Butler University
4600 Sunset Avenue	Indianapolis	IN	46208	NONE	PUBLIC CHARITY	Operating Funds	$45,000
Center for Leadership Development
2425 Dr Martin Luther King Jr Str	Indianapolis	IN	462085546	NONE	PUBLIC CHARITY	Operating Funds	$2,500
The Children's Museum of Indianapolis
3000 N Meridian Street	Indianapolis	IN	46208	NONE	PUBLIC CHARITY	Special Project	$2,500
Crossroads of America BSA
125 Fall Creek Road North	Indianapolis	IN	46256	NONE	PUBLIC CHARITY	Operating Funds	$2,500
Damar Services Inc
6067 Decatur Blvd	Indianapolis	IN	46241	NONE	PUBLIC CHARITY	Operating Funds	$2,500
Dance Kaleidoscope
4603 Clarendon Road Suite 32	Indianapolis	IN	46208	NONE	PUBLIC CHARITY	Operating Funds	$1,500
Day Nursery Association of Indianapolis Inc
615 N Alabama Street Suite 300	Indianapolis	IN	46204	NONE	PUBLIC CHARITY	Special Project	$7,500
Dayspring Center Inc
PO Box 44105	Indianapolis	IN	46244	NONE	PUBLIC CHARITY	Special Project	$1,000
Eiteljorg Museum
500 W Washington Street	Indianapolis	IN	46204	NONE	PUBLIC CHARITY	Operating Funds	$2,000
Fine Arts Society of Indianapolis Inc
PO Box 1706	Indianapolis	IN	46206	NONE	PUBLIC CHARITY	Operating Funds	$1,000
Freetown Village
625 Indiana Avenue Suite 200	Indianapolis	IN	46202	NONE	PUBLIC CHARITY	Operating Funds	$1,500
Independent Colleges of Indiana
3135 N Meridian Street	Indianapolis	IN	46208	NONE	PUBLIC CHARITY	Operating Funds	$12,000
Indiana Black Expo Inc
3145 N Meridian Street Suite 100	Indianapolis	IN	46208	NONE	PUBLIC CHARITY	Operating Funds	$2,500
Indiana Historical Society
450 W Ohio Street	Indianapolis	IN	46202	NONE	PUBLIC CHARITY	Special Project	$3,000
Indiana Landmarks
1201 Central Avenue	Indianapolis	IN	46202	NONE	PUBLIC CHARITY	Operating Funds	$2,500
Indiana Repertory Theatre
140 W Washington Street	Indianapolis	IN	46204	NONE	PUBLIC CHARITY	Operating Funds	$5,000
Indiana State Museum Foundation
650 W Washington Street	Indianapolis	IN	46204	NONE	PUBLIC CHARITY	Operating Funds	$5,000
Indianapolis Art Center
820 East 67th Street	Indianapolis	IN	46220	NONE	PUBLIC CHARITY	Operating Funds	$2,500
Indianapolis Children's Choir
4600 Sunset Avenue	Indianapolis	IN	46208	NONE	PUBLIC CHARITY	Operating Funds	$10,000
Indianapolis Opera
250 East 38th Street	Indianapolis	IN	46205	NONE	PUBLIC CHARITY	Operating Funds	$5,000
Indianapolis Symphony Orchestra
32 E Washington Street	Indianapolis	IN	46204	NONE	PUBLIC CHARITY	Operating Funds	$22,000
Indianapolis Zoological Society Inc
1200 W Washington Street	Indianapolis	IN	46222	NONE	PUBLIC CHARITY	Operating Funds	$10,000
Indianapolis-Marion County Public Library Foundati
2450 N Meridian Street	Indianapolis	IN	46208	NONE	PUBLIC CHARITY	Operating Funds	$3,000
International Violin Competition of Indianapolis
32 E Washington Street Suite 1320	Indianapolis	IN	46204	NONE	PUBLIC CHARITY	Operating Funds	$2,500
Keep Indianapolis Beautiful Inc
1029 Fletcher venue Suite 1000	Indianapolis	IN	46203	NONE	PUBLIC CHARITY	Operating Funds	$2,500
Life Leadership Development
2055 N Senate Avenue	Indianapolis	IN	46202	NONE	PUBLIC CHARITY	Operating Funds	$12,000
Noble Inc
7701 East 21st Street	Indianapolis	IN	46219	NONE	PUBLIC CHARITY	Capital Funds	$5,000
United Negro College Fund
3737 N Meridian Street Suite 203	Indianapolis	IN	46208	NONE	PUBLIC CHARITY	Operating Funds	$3,000
University of Indianapolis
1400 E Hanna Avenue	Indianapolis	IN	46227	NONE	PUBLIC CHARITY	Operating Funds	$5,000
YMCA of Greater Indianapolis
615 N Alabama Street Suite 200	Indianapolis	IN	46204	NONE	PUBLIC CHARITY	Operating Funds	$10,000
Young Audiences of Indiana Inc
3921 N Meridian Street Suite 210	Indianapolis	IN	46208	NONE	PUBLIC CHARITY	Operating Funds	$4,000
Arts Council of Indianapolis
924 N Pennsylvania Street	Indianapolis	IN	46204	NONE	PUBLIC CHARITY	Operating Funds	$2,000
Fathers and Families Center
2835 N Illinois Street	Indianapolis	IN	46208	NONE	PUBLIC CHARITY	Capital Funds	$2,500
Jameson Camp
2001 Bridgeport Road	Indianapolis	IN	46231	NONE	PUBLIC CHARITY	Capital Funds	$3,991
Joy's House
2028 E Broad Ripple Avenue	Indianapolis	IN	46220	NONE	PUBLIC CHARITY	Operating Funds	$2,500
Martin University
PO Box 18567	Indianapolis	IN	46218	NONE	PUBLIC CHARITY	Operating Funds	$5,000
Music For All Inc
39 W Jackson Place	Indianapolis	IN	46225	NONE	PUBLIC CHARITY	Operating Funds	$2,500	Suite 150
Peace Learning Center
6040 DeLong Road	Indianapolis	IN	46254	NONE	PUBLIC CHARITY	Operating Funds	$1,000
Starfish Initiative
814 N Delaware Street	Indianapolis	IN	46204	NONE	PUBLIC CHARITY	Special Projects	$2,500
United Way of Central Indiana
3901 N Meridian Street	Indianapolis	IN	46208	NONE	PUBLIC CHARITY	Operating Funds	$63,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	496045	TotGrantOrContriPaidDuringYear

Grant Or Contri Approved For Future GrantOrContriApprovedForFuture

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	United Way of Central Indiana	BusinessNameLine1

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	3901 N Meridian Street	AddressLine1
City	Indianapolis	City
State	IN	State
ZIP Code	46208	ZIPCode

Field	Value	IRS element (for citing)
Recipient Relationship	NONE	RecipientRelationship
Recipient Foundation Status	PUBLIC CHARITY	RecipientFoundationStatus
Purpose Of Grant Or Contribution	Operating Funds	PurposeOfGrantOrContribution
Amount	$63,000	Amount

Field	Value	IRS element (for citing)
Tot Grant Or Contri Approved Future	63000	TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Field	Value	IRS element (for citing)
Fees Contracts From Govt Agencies		FeesContractsFromGovtAgencies
Membership Dues And Assessments		MembershipDuesAndAssessments

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$101	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$481,343	ExclusionAmount

Field	Value	IRS element (for citing)
Net Rental Incm Re Debt Fincd Prop		NetRentalIncmReDebtFincdProp
Net Rntl Incm Re Not Debt Fincd Prop		NetRntlIncmReNotDebtFincdProp
Net Rental Incm Personal Property		NetRentalIncmPersonalProperty
Other Investment Income Part VII		OtherInvestmentIncomePartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$591,877	ExclusionAmount

Field	Value	IRS element (for citing)
Net Income Loss From Special Events		NetIncomeLossFromSpecialEvents
Gross Profit Loss Sales Of Invntry		GrossProfitLossSalesOfInvntry

Other Revenue Described OtherRevenueDescribed

Field	Value	IRS element (for citing)
Description	SUNDRY	Description
Exclusion Code	01	ExclusionCode
Exclusion	$92	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Exclusion	$1,073,413	ExclusionAmount

Field	Value	IRS element (for citing)
Total Part XVIA	1073413	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	false	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	false	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	false	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	false	RentalOfFacilitiesEtc
Reimbursement Arrangements	false	ReimbursementArrangements
Loans Or Loan Guarantees	false	LoansOrLoanGuarantees
Performance Of Services Etc	false	PerformanceOfServicesEtc
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	false	RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES - BKD LLP	Category
Amount	$15,656	Amount
Net Investment Income	7828	NetInvestmentIncome
Disbursements Charitable Prps	7828	DisbursementsCharitablePrps

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds (3 entries)

Name Of BondNameOfBond	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
DODGE & COX INCOME FUND	1809972	1809972
PIMCO EMERGING LOCAL BOND FUND	367932	367932
PIMCO TOTAL RETURN FUND	1941860	1941860

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (18 entries)

Name Of StockNameOfStock	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
EUROPACIFIC GROWTH FUND	1465002	1465002
JP MORGAN EQUITY INDEX FUND	1100070	1100070
OSTERWEIS FUND	0	0
PIMCO COMMODITY REAL RETURN	0	0
ARTISAN SMALL CAP VALUE FUND	0	0
HARDING LOEVNER EMERGING	556635	556635
BARON SMALL CAP FUND	418389	418389
COLUMBIA VALUE & RESTRUCTURING	0	0
VANGUARD INFLATION SEC. FD.	781992	781992
MATTHEWS ASIAN GROWTH & INCOME	580552	580552
ALERIAN MLP INDEX	437944	437944
ABERDEEN ASIA BOND FUND	496071	496071
RS GLOBAL NATURAL RESOURCES	358901	358901
MAINSTAY LARGE CAP GROWTH FUND	1306817	1306817
ARTISAN VALUE FUND INSTL SHS	630609	630609
EII GLOBAL PROPERTY FUNDS	351591	351591
FMI LARGE CAP FUND	1134126	1134126
VULCAN VALUE PTNRS SMALL CAP	368529	368529

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

Field	Value	IRS element (for citing)
Category Or Item	EATON VANCE GLOBAL MACRO	CategoryOrItem
Listed At Cost Or FMV	FMV	ListedAtCostOrFMV
Book Value	562725	BookValue
EOYFMV	562725	EOYFMV

Land Etc Schedule2 LandEtcSchedule2

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets (2 entries)

DescriptionDescription	BOY Book ValueBOYBookValue	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
VALUE OF HOME	1	1	1
PRESIDENT HARRISON ARTIFACTS	1180608	1180608	1180608

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (3 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
OFFICE EXPENSE	7841	5096	2745
INSURANCE	5287	2644	2644
REIMBURSABLE EXPENSES	87522		87522

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

Field	Value	IRS element (for citing)
Description	SUNDRY	Description
Revenue And Expenses Per Books	92	RevenueAndExpensesPerBooks
Net Investment Income	92	NetInvestmentIncome

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

Field	Value	IRS element (for citing)
Description	UNREALIZED GAIN ON INVESTMENTS	Description
Amount	$692,741	Amount

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
Description	DEFERRED EXCISE TAX LIABILITY	Description
BOY Book Value	7779	BOYBookValue
EOY Book Value	14706	EOYBookValue

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Field	Value	IRS element (for citing)
Category	AGENCY INVESTMENT EXPENSE	Category
Amount	$24,834	Amount
Net Investment Income	24834	NetInvestmentIncome

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
EXCISE TAXES	$26,393
PAYROLL TAXES	$3,590	1795	1795