ARTHUR JORDAN FOUNDATION: Form 990PF, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: ARTHUR JORDAN FOUNDATION (EIN 35-0428850)
Tax period: 2010-01-01 to 2010-12-31
Filed: 2011-08-15
IRS object ID: 201142279349100404
Schema version: 2010v3.4
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	2011-08-15T09:40:35-04:00	Timestamp
Tax Period End Date	2010-12-31	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	2010-01-01	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)
Name Control	ARTH	NameControl
Phone	3176351378	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1230 N Delaware Street	AddressLine1
City	Indianapolis	City
State	IN	State
ZIP Code	46202	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	Gracia J Floyd	Name
Title	Chairman	Title
Phone	3176351378	Phone
Date Signed	2011-07-15	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	2010	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	16178992	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	233	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	233	InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss	481780	DividendsRevAndExpnss
Dividends Net Invst Incm	481780	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	223396	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	1237888	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	223396	CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss	536	OtherIncomeRevAndExpnss
Other Income Net Invst Incm	536	OtherIncomeNetInvstIncm
Total Revenue And Expenses	705945	TotalRevenueAndExpenses
Total Net Investment Income	705945	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	43845	OthEmplSlrsWgsRevAndExpnss
Oth Empl Slrs Wgs Net Invst Incm	21922	OthEmplSlrsWgsNetInvstIncm
Oth Empl Slrs Wgs Dsbrs Chrtbl Prps	21923	OthEmplSlrsWgsDsbrsChrtblPrps
Pension Empl Bnft Rev And Expnss	25066	PensionEmplBnftRevAndExpnss
Pension Empl Bnft Net Invst Incm	15033	PensionEmplBnftNetInvstIncm
Pension Empl Bnft Dsbrs Chrtbl Prps	10033	PensionEmplBnftDsbrsChrtblPrps
Accounting Fees Rev And Expnss	18396	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	9198	AccountingFeesNetInvstIncm
Accounting Fees Adj Net Incm	0	AccountingFeesAdjNetIncm
Accounting Fees Dsbrs Chrtbl Prps	9198	AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss	23141	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	23141	OtherProfFeesNetInvstIncm
Taxes Rev And Expnss	8742	TaxesRevAndExpnss
Taxes Net Invst Incm	1677	TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps	1677	TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss	88029	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	6043	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	81986	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	240819	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	93814	TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm	0	TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	141617	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	501000	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	501000	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	741819	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	93814	TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm	0	TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps	642617	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-35874	ExcessOfRevenueOverExpenses
Net Investment Income	612131	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	228304	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	178759	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	178759	SavingsAndTempCashInvstEOYFMV
Accounts Receivable	39547	AccountsReceivable
Accounts Receivable BOY	11911	AccountsReceivableBOY
Accounts Receivable EOY	39547	AccountsReceivableEOY
Accounts Receivable EOYFMV	39547	AccountsReceivableEOYFMV
Prepaid Expenses BOY	3142	PrepaidExpensesBOY
Prepaid Expenses EOY	3086	PrepaidExpensesEOY
Prepaid Expenses EOYFMV	3086	PrepaidExpensesEOYFMV
Investments Corp Stock BOY	8859839	InvestmentsCorpStockBOY
Investments Corp Stock EOY	9060429	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	9060429	InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY	4840613	InvestmentsCorpBondsBOY
Investments Corp Bonds EOY	5031476	InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV	5031476	InvestmentsCorpBondsEOYFMV
Investments Other BOY	73695	InvestmentsOtherBOY
Investments Other EOY	684976	InvestmentsOtherEOY
Investments Other EOYFMV	684976	InvestmentsOtherEOYFMV
Other Assets BOY	1280609	OtherAssetsBOY
Other Assets EOY	1180609	OtherAssetsEOY
Other Assets EOYFMV	1180609	OtherAssetsEOYFMV
Total Assets BOY	15298223	TotalAssetsBOY
Total Assets EOY	16178992	TotalAssetsEOY
Total Assets EOYFMV	16178992	TotalAssetsEOYFMV
Accounts Payable BOY	17518	AccountsPayableBOY
Accounts Payable EOY	11701	AccountsPayableEOY
Grants Payable BOY	70000	GrantsPayableBOY
Grants Payable EOY	70000	GrantsPayableEOY
Other Liabilities BOY	13696	OtherLiabilitiesBOY
Other Liabilities EOY	22829	OtherLiabilitiesEOY
Total Liabilities BOY	101214	TotalLiabilitiesBOY
Total Liabilities EOY	104530	TotalLiabilitiesEOY
Org That Follow SFAS117	X	OrgThatFollowSFAS117
Unrestricted BOY	15173991	UnrestrictedBOY
Unrestricted EOY	16051211	UnrestrictedEOY
Temporarily Restricted BOY	17518	TemporarilyRestrictedBOY
Temporarily Restricted EOY	17751	TemporarilyRestrictedEOY
Permanently Restricted BOY	5500	PermanentlyRestrictedBOY
Permanently Restricted EOY	5500	PermanentlyRestrictedEOY
Total Net Assets BOY	15197009	TotalNetAssetsBOY
Total Net Assets EOY	16074462	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	15298223	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	16178992	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	15197009	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-35874	ExcessOfRevenueOverExpenses
Other Increases	913327	OtherIncreases
Subtotal	16074462	Subtotal
Total Net Assets Fund Balances EOY	16074462	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (6 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	2010-09-14	150000	108471	41529	41529
EUROPACIFIC GROWTH FUND	1995-10-27		255000	164436	90564	90564
JP MORGAN EQUITY INDEX FUND SELECT SHARES	1995-10-24		460000	319445	140555	140555
RANIER SMALL/MID CAP GROWTH EQUITY FUND	2005-04-15	2010-09-14	155224	201943	-46719	-46719
VANGAURD INFLATION PROTECTED SECURITIES ADM.	2009-04-20	2010-11-19	145000	129738	15262	15262
UM MULTI STRATEGY FUND	2006-06-30	2010-10-31	72664	90459	-17795	-17795

Field	Value	IRS element (for citing)
Capital Gain Net Income	223396	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	667118	QualifyingDistributionsYear1
Noncharitable Assets Year1	12291163	NoncharitableAssetsYear1
Distribution Ratio Year1	0.054276	DistributionRatioYear1
Qualifying Distributions Year2	713160	QualifyingDistributionsYear2
Noncharitable Assets Year2	14079983	NoncharitableAssetsYear2
Distribution Ratio Year2	0.050651	DistributionRatioYear2
Qualifying Distributions Year3	662173	QualifyingDistributionsYear3
Noncharitable Assets Year3	17185944	NoncharitableAssetsYear3
Distribution Ratio Year3	0.03853	DistributionRatioYear3
Qualifying Distributions Year4	617425	QualifyingDistributionsYear4
Noncharitable Assets Year4	16089912	NoncharitableAssetsYear4
Distribution Ratio Year4	0.038373	DistributionRatioYear4
Qualifying Distributions Year5	612996	QualifyingDistributionsYear5
Noncharitable Assets Year5	15254606	NoncharitableAssetsYear5
Distribution Ratio Year5	0.040184	DistributionRatioYear5
Total Distribution Ratio	0.222014	TotalDistributionRatio
Average Distribution Ratio	0.044403	AverageDistributionRatio
Net Noncharitable Assets	13908365	NetNoncharitableAssets
Adjusted Noncharitable Assets	617573	AdjustedNoncharitableAssets
One Percent Net Investment Income	6121	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	623694	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	642617	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	6121	InvestmentIncomeExciseTax
Subtotal	6121	Subtotal
Tax Based On Investment Income	6121	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	20000	EstTaxPaymentsAndOverpayment
Total Credits And Payments	20000	TotalCreditsAndPayments
Form2220 Attached	X	Form2220Attached
Overpayment	13879	Overpayment
Amount Credited To Next Year	6160	AmountCreditedToNextYear
Amount To Be Refunded	7719	AmountToBeRefunded

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	CHAIRMAN	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	VICE CHAIRMAN	1.0	4800	0	0
THOMAS A KING
1230 N Delaware Street	Indianapolis	IN	46202	TREASURER	1.0	4800	0	0
SAMUEL L ODLE
1230 N Delaware Street	Indianapolis	IN	46202	TRUSTEE	1.0	4800	0	0
SARA B COBB
1230 N Delaware Street	Indianapolis	IN	46202	SECRETARY	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	14094068	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	26100	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	14120168	TotalFMVOfUnusedAssets
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	14120168	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	211803	CashDeemedCharitable
Net Noncharitable Assets	13908365	NetNoncharitableAssets
Minimum Investment Return	695418	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	695418	MinimumInvestmentReturn
Tax Based On Investment Income	6121	TaxBasedOnInvestmentIncome
Total Tax	6121	TotalTax
Distributable Amount Before Adj	689297	DistributableAmountBeforeAdj
Distributable Amount Before Ded	689297	DistributableAmountBeforeDed
Distributable Amount As Adjusted	689297	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	642617	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	642617	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	6121	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	636496	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	689297	DistributableAmountAsAdjusted
Undistributed Income Prior Year	194685	UndistributedIncomePriorYear
Prior Year1	2008	PriorYear1
Prior Year2	2007	PriorYear2
Prior Year3	2006	PriorYear3
Excess Distri Carryover Year1	0	ExcessDistriCarryoverYear1
Total Excess Distri Carryover	0	TotalExcessDistriCarryover
Qualifying Distributions	642617	QualifyingDistributions
Applied To Year1	194685	AppliedToYear1
Applied To Current Year	447932	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	241365	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 (40 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
Big Brothers Big Sisters of Central Indiana
2960 N Meridian Street Suite 150	Indianapolis	IN	46208	NONE	PUBLIC CHARITY	Operating	$3,000
Boys and Girls Clubs of Indpls
2236 East 10th Street Suite 200	Indianapolis	IN	46201	NONE	PUBLIC CHARITY	Special Project	$2,500
Booth Tarkington Civic Theatre of Indpls
3200 Cold Spring Road	Indianapolis	IN	46222	NONE	PUBLIC CHARITY	Special Project	$2,500
Center for Leadership Development
2425 Dr Martin Luther King Jr Str	Indianapolis	IN	46208	NONE	PUBLIC CHARITY	Operating	$7,500
Children's Museum of Indianapolis
PO Box 3000	Indianapolis	IN	46206	NONE	PUBLIC CHARITY	Special Project	$2,500
Crossroads of America BSA
7125 N Fall Creek Road	Indianapolis	IN	46256	NONE	PUBLIC CHARITY	Operating	$8,000
Damar Services Inc
6067 Decatur Boulevard	Indianapolis	IN	46260	NONE	PUBLIC CHARITY	Operating	$2,500
Dance Kaleidoscope
4603 Clarendon Road 32	Indianapolis	IN	46208	NONE	PUBLIC CHARITY	Operating	$1,500
Day Nursey Association of Indpls
615 N Alabama Street Suite 300	Indianapolis	IN	46204	NONE	PUBLIC CHARITY	Special Project	$5,000
Dayspring Center Inc
PO Box 44105	Indianapolis	IN	46244	NONE	PUBLIC CHARITY	Special Project	$1,500
Eiteljorg Museum
500 W Washington Street	Indianapolis	IN	46204	NONE	PUBLIC CHARITY	Operating	$2,000
Fathers and Families Center
2835 N Illinois Street	Indianapolis	IN	46208	NONE	PUBLIC CHARITY	capital	$3,000
Freetown Village Inc
625 Indiana Avenue Suite 200	Indianapolis	IN	46202	NONE	PUBLIC CHARITY	Operating	$1,500
Gleaners Food Bank of Indiana Inc
1102 East 16th Street	Indianapolis	IN	46202	NONE	PUBLIC CHARITY	OPERATING	$7,500
Historic Landmarks Fdtn Of Indiana
340 W Michigan Street	Indianapolis	IN	46202	NONE	PUBLIC CHARITY	Operating	$2,500
Independent Colleges of Indiana
3135 N Meridian Street	Indianapolis	IN	46204	NONE	PUBLIC CHARITY	Operating	$12,000
Indiana 211
3901 N Meridian Street Suite 9	Indianapolis	IN	46208	NONE	PUBLIC CHARITY	Operating	$2,500
Indiana Black Expo
3145 N Meridian Street Suite 100	Indianapolis	IN	46208	NONE	PUBLIC CHARITY	Special Project	$2,500
Indiana Historical Society
450 West Ohio Street	Indianapolis	IN	46202	NONE	PUBLIC CHARITY	Special Project	$3,000
Indiana Humanities Council
1500 N Delaware Street	Indianapolis	IN	46202	NONE	PUBLIC CHARITY	Special Project	$1,000
Indiana Repertory Theatre
140 W Washington Street	Indianapolis	IN	46204	NONE	PUBLIC CHARITY	Operating	$5,000
Indiana State Museum Foundation
650 W Washington Street	Indianapolis	IN	46204	NONE	PUBLIC CHARITY	Special Project	$18,000
Indianapolis Art Center
820 East 67th Street	Indianapolis	IN	46220	NONE	PUBLIC CHARITY	Operating	$2,500
Indianapolis Children's Choir
4600 Sunset Avenue	Indianapolis	IN	46208	NONE	PUBLIC CHARITY	Operating	$5,000
Indpls-Marion Co Public Library
PO Box 6134	Indianapolis	IN	46206	NONE	PUBLIC CHARITY	Operating	$3,000
Indianapolis Opera
250 East 38th Street	Indianapolis	IN	46205	NONE	PUBLIC CHARITY	Operating	$5,000
Indianapolis Symphony Orchestra
32 E Washington Street Suite 600	Indianapolis	IN	46204	NONE	PUBLIC CHARITY	Operating	$20,000
Indianapolis Zoological Society
1200 W Washington Street	Indianapolis	IN	46222	NONE	PUBLIC CHARITY	Operating	$10,000
International Violin Competition
32 E Washington Street Suite 1320	Indianapolis	IN	46204	NONE	PUBLIC CHARITY	Operating	$2,500
Jordan College of Fine Arts
4600 Sunset Avenue	Indianapolis	IN	46208	NONE	PUBLIC CHARITY	Operating	$45,000
Keep Indianapolis Beautiful
1029 Fletcher Avenue Suite 100	Indianapolis	IN	46203	NONE	PUBLIC CHARITY	Operating	$2,500
Life Leadership Development
2055 N Senate Avenue	Indianapolis	IN	46202	NONE	PUBLIC CHARITY	Operating	$12,500
Noble Inc
7701 East 21 Street	Indianapolis	IN	46219	NONE	PUBLIC CHARITY	capital	$5,000
Peace Learning Center
6040 DeLong Road	Indianapolis	IN	46254	NONE	PUBLIC CHARITY	Special Project	$1,000
Benjamin Harrison Presidential Site Inc
1230 N Delaware Street	Indianapolis	IN	46202	NONE	PUBLIC CHARITY	Operating	$200,000
United Negro College Fund
3737 N Meridian Street Suite 203	Indianapolis	IN	46208	NONE	PUBLIC CHARITY	Operating	$3,000
University of Indianapolis
1400 E Hanna Avenue	Indianapolis	IN	46227	NONE	PUBLIC CHARITY	Operating	$3,000
YMCA of Greater Indianapolis
615 N Alabama Street Suite 200	Indianapolis	IN	46204	NONE	PUBLIC CHARITY	Operating	$10,000
Young Audiences of Indiana
3921 N Meridian Street Suite 210	Indianapolis	IN	46208	NONE	PUBLIC CHARITY	Operating	$4,000
United Way of Central Indiana
3901 N Meridian Street	Indianapolis	IN	46208	NONE	PUBLIC CHARITY	Operating	$70,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	501000	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	1230 N Delaware Streeet	AddressLine1
City	Indianapolis	City
State	IN	State
ZIP Code	46202	ZIPCode

Field	Value	IRS element (for citing)
Recipient Relationship	None	RecipientRelationship
Recipient Foundation Status	PUBLIC CHARITY	RecipientFoundationStatus
Purpose Of Grant Or Contribution	UNRESTRICTED	PurposeOfGrantOrContribution
Amount	$70,000	Amount

Field	Value	IRS element (for citing)
Tot Grant Or Contri Approved Future	70000	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	$233	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$481,780	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	$223,396	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	$536	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Exclusion	$705,945	ExclusionAmount

Field	Value	IRS element (for citing)
Total Part XVIA	705945	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	$18,396	Amount
Net Investment Income	9198	NetInvestmentIncome
Disbursements Charitable Prps	9198	DisbursementsCharitablePrps

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds (4 entries)

Name Of BondNameOfBond	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
DODGE & COX INCOME FUND	1922509	1922509
LOOMIS SAYLES BOND FUND	476911	476911
PIMCO EMERGING LOCAL BOND FUND	733546	733546
PIMCO TOTAL RETURN FUND	1898510	1898510

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (13 entries)

Name Of StockNameOfStock	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
GROWTH FUND OF AMERICA, INC.	1165442	1165442
EUROPACIFIC GROWTH FUND	1953738	1953738
JP MORGAN EQUITY INDEX FUND	1442271	1442271
OSTERWEIS FUND	695850	695850
PIMCO COMMODITY REAL RETURN	187047	187047
ARTISAN SMALL CAP VALUE FUND	359336	359336
HARDING LOEVNER EMERGING	634805	634805
BARON SMALL CAP FUND	406695	406695
COLUMBIA VALUE & RESTRUCTURING	1300915	1300915
RANIER SMALL/MID CAP GROWTH FD	0	0
VANGUARD INFLATION SEC. FD.	547224	547224
MATTHEWS ASIAN GROWTH & INCOME	221997	221997
ALERIAN MLP INDEX	145109	145109

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (2 entries)

Category Or ItemCategoryOrItem	Listed At Cost Or FMVListedAtCostOrFMV	Book ValueBookValue	EOYFMVEOYFMV
MULTI-STRATEGY FUND	FMV	0	0
EATON VANCE GLOBAL MACRO		684976	684976

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	1280608	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	6388	3369	3019
INSURANCE	5347	2674	2673
REIMBURSABLE EXPENSES	76294		76294

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome

Field	Value	IRS element (for citing)
Description	SUNDRY	Description
Revenue And Expenses Per Books	536	RevenueAndExpensesPerBooks
Net Investment Income	536	NetInvestmentIncome

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

Field	Value	IRS element (for citing)
Description	UNREALIZED GAIN ON INVESTMENTS	Description
Amount	$913,327	Amount

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
Description	DEFERRED EXCISE TAX LIABILITY	Description
BOY Book Value	13696	BOYBookValue
EOY Book Value	22829	EOYBookValue

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Field	Value	IRS element (for citing)
Category	AGENCY INVESTMENT EXPENSE	Category
Amount	$23,141	Amount
Net Investment Income	23141	NetInvestmentIncome

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategory	AmountAmount	Net Investment IncomeNetInvestmentIncome	Disbursements Charitable PrpsDisbursementsCharitablePrps
EXCISE TAXES	$5,388
PAYROLL TAXES	$3,354	1677	1677