Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2011
For calendar year 2011, or tax year beginning 01-01-2011 , and ending 12-31-2011
G
Check all that apply:
Name of foundation
Christel DeHaan Family Foundation Inc
 
% JOE SCHNEIDER
Number and street (or P.O. box number if mail is not delivered to street address)10 W Market Street   Room/suite
City or town, state, and ZIP code
Indianapolis, IN46204
A Employer identification number

35-1939960
B Telephone number (see page 10 of the instructions)

(317) 464-2333
C bullet
D 1. bullet
H Check type of organization:
2. bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$37,869,257J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see page 11 of the instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 546,088 546,088  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 504,757
b Gross sales price for all assets on line 6a 1,038,070
7 Capital gain net income (from Part IV, line 2)... 504,757
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 344,743 297,006  
12 Total. Add lines 1 through 11........ 1,395,588 1,347,851  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 40,142     40,142
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 2,200     2,200
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 10,243 10,243 0 0
c Other professional fees (attach schedule).... Click to see attachment 52,900 51,238   1,662
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 3,765     3,765
19 Depreciation (attach schedule) and depletion... Click to see attachment 21,315    
20 Occupancy.............. 35,662 2,853   32,809
21 Travel, conferences, and meetings....... 1,223     1,223
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 264,135 197,265   7,083
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 431,585 261,599 0 88,884
25 Contributions, gifts, grants paid........ 893,182 893,182
26 Total expenses and disbursements. Add lines 24 and 25 1,324,767 261,599 0 982,066
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 70,821
b Net investment income (if negative, enter -0-) 1,086,252
c Adjusted net income (if negative, enter -0-)...  
For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions.
Cat. No. 11289X Form 990-PF (2011)
Form 990-PF (2011)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 3,829,133 1,917,810 1,917,810
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 712,861 Click to see attachment3,567 1,557
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 33,841,353 Click to see attachment36,554,106 35,896,724
14 Land, buildings, and equipment: basis bullet417,594
Less: accumulated depreciation (attach schedule) bullet364,428 74,481 Click to see attachment53,166 53,166
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 38,457,828 38,528,649 37,869,257
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 38,457,828 38,528,649
30 Total net assets or fund balances (see page 17 of the
instructions).................... 38,457,828 38,528,649
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 38,457,828 38,528,649
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 38,457,828
2 Enter amount from Part I, line 27a..................... 2 70,821
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 38,528,649
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 38,528,649
Form 990-PF (2011)
Form 990-PF (2011)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a STSOM1-HORIZON   2011-01-01 2011-06-30
b INTLCG   2011-01-01 2011-06-30
c INTLCG   2010-01-01 2011-12-31
d CASH-ST   2011-01-01 2011-06-30
e CASH-LT   2010-01-01 2011-12-31
LGCORE   2011-01-01 2011-06-30
LGCORE   2010-01-01 2011-12-31
LGVALU   2010-01-01 2011-12-31
LGGROW   2011-01-01 2011-06-30
LGGROW   2010-01-01 2011-12-31
MDCORE   2011-01-01 2011-06-30
MDCORE   2010-01-01 2011-12-31
SMCORE   2011-01-01 2011-06-30
SMCORE   2010-01-01 2011-12-31
SMVALU   2011-01-01 2011-06-30
SMVALU   2010-01-01 2011-12-31
STSOM1-HORIZON   2011-01-01 2011-06-30
STSOM1-HORIZON   2010-01-01 2011-12-31
STDOM2-KEELEY   2011-01-01 2011-06-30
STDOM2-KEELEY   2010-01-01 2011-12-31
INTLCC   2011-01-01 2011-06-30
INTLCC   2010-01-01 2011-12-31
INTLCV   2011-01-01 2011-06-30
INTLCV   2010-01-01 2011-12-31
MDVALU   2011-01-01 2011-06-30
MDVALU   2010-01-01 2011-12-31
ICAHN ENTERPRISES L.P. K-1   2011-01-01 2011-06-30
ARCHIPELAGO PARTNERS, LP K-1   2011-01-01 2011-06-30
ARCHIPELAGO PARTNERS, LP K-1   2000-01-01 2011-12-31
NORTHERN TRUST K-1   2011-01-01 2011-06-30
NORTHERN TRUST K-1   2000-01-01 2011-12-31
FINANCIAL STOCKS CPA PTNRS   2000-01-01 2011-12-31
HOUSE INVESTMENTS-REAL ESTATE   2011-01-01 2011-06-30
HOUSE INVESTMENTS-REAL ESTATE   2000-01-01 2011-12-31
BLACKSTONE PARK AVE K-1   2000-01-01 2011-12-31
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 22   0 22
b 6,580   0 6,580
c 1,565   0 1,565
d 0   3,088 -3,088
e 34,192   0 34,192
0   22,958 -22,958
43,636   0 43,636
0   657 -657
0   101,153 -101,153
209,423   0 209,423
0   1,952 -1,952
86,807   0 86,807
0   31,182 -31,182
14,687   0 14,687
0   34,765 -34,765
33,285   0 33,285
0   25,909 -25,909
104,797   0 104,797
0   35 -35
32,037   0 32,037
0   14,228 -14,228
0   243,806 -243,806
0   588 -588
121,494   0 121,494
0   2,645 -2,645
212,076   0 212,076
1   0 1
4,700   0 4,700
110,611   0 110,611
2,672   0 2,672
19,485   0 19,485
0   1,799 -1,799
0   12,064 -12,064
0   25,318 -25,318
0   11,166 -11,166
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       22
b       6,580
c       1,565
d       -3,088
e       34,192
      -22,958
      43,636
      -657
      -101,153
      209,423
      -1,952
      86,807
      -31,182
      14,687
      -34,765
      33,285
      -25,909
      104,797
      -35
      32,037
      -14,228
      -243,806
      -588
      121,494
      -2,645
      212,076
      1
      4,700
      110,611
      2,672
      19,485
      -1,799
      -12,064
      -25,318
      -11,166
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 504,757
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see pages 13 and 17 of the instructions).
If (loss), enter -0- in Part I, line 8 . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2010 733,277 38,813,862 0.018892
2009 789,871 36,896,719 0.021408
2008 1,108,582 42,903,164 0.025839
2007 931,678 45,023,511 0.020693
2006 3,908,424 43,302,494 0.090259
2 Total of line 1, column (d) ...................... 2 0.177091
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.035418
4 Enter the net value of noncharitable-use assets for 2011 from Part X, line 5..... 4 41,613,119
5 Multiply line 4 by line 3....................... 5 1,473,853
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 10,863
7 Add lines 5 and 6......................... 7 1,484,716
8 Enter qualifying distributions from Part XII, line 4.............. 8 982,066
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions on page 18.
Form 990-PF (2011)
Form 990-PF (2011)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 21,725
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2............................ 3 21,725
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 21,725
6 Credits/Payments:
a 2011 estimated tax payments and 2010 overpayment credited to 2011 6a 27,700
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 5,852
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 33,552
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 11,827
11 Enter the amount of line 10 to be: Credited to 2012 estimated taxBullet11,827 Refunded Bullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see page 19 of the
    instructions)bulletIN
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2011 or the taxable year beginning in 2011 (see instructions for Part XIV on
    page 27)? If “Yes,” complete Part XIV..........................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see page 20 of the instructions) .......
    11
     
    No
    12
    Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008?
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletJOE SCHNEIDER Telephone no.bullet (317) 464-2010
    Located atbullet10 W MARKET ST 1990INDIANAPOLISIN ZIP+4bullet46204
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2011, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
    No
    See page 20 of the instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2011?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2011, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2011?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see page 20 of the instructions.) .........
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business
    enterprise at any time during the year?.....................
    b
    If “Yes,” did it have excess business holdings in 2011 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2011.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2011?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see page 22 of the instructions)...
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see page 22 of the instructions)?
    5b
     
     
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay
    premiums on a personal benefit contract?....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see page 22 of the instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    CHRISTEL DEHAANClick to see attachment PRESIDENT
    5.0     		0    
    10 W Market Street
    Indianapolis,IN46204
    TIMOTHY E DEHAANClick to see attachment VICE PRESIDENT
    1.0     		0    
    10 W Market Street
    Indianapolis,IN46204
    KEITH A DEHAANClick to see attachment VICE PRESIDENT
    1.0     		0    
    10 W Market Street
    Indianapolis,IN46204
    KIRSTEN A DEHAANClick to see attachment VICE PRESIDENT
    1.0     		0    
    10 W Market Street
    Indianapolis,IN46204
    JOSEPH SCHNEIDERClick to see attachment TREASURER
    8.0     		0    
    10 W Market Street
    Indianapolis,IN46204
    CHERYL J WENDLINGClick to see attachment SENIOR VP/SECRETARY
    5.0     		0    
    10 W Market Street
    Indianapolis,IN46204
    MARK WILLISClick to see attachment CHIEF INVESTMENT OFFICER
    8.0     		0    
    10 W Market Street
    Indianapolis,IN46204
    MELYNNE KLAUSClick to see attachment EXECUTIVE DIRECTOR
    24.0     		40,142 2,200 0
    10 W Market Street
    Indianapolis,IN46204
    NELSON HITCHCOCK IIIClick to see attachment DIRECTOR
    1.0     		0    
    10 W Market Street
    Indianapolis,IN46204
    JIM REEDClick to see attachment DIRECTOR
    1.0     		0    
    10 W Market Street
    Indianapolis,IN46204
    2 Compensation of five highest-paid employees (other than those included on line 1—see page 23 of the instructions).
    If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
     
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see page 23 of the instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3..........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see page 24 of the instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    38,852,299
    b
    Average of monthly cash balances.......................
    1b
    3,394,522
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    42,246,821
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    42,246,821
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ...........................
    4
    633,702
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    41,613,119
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,080,656
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    2,080,656
    2a
    Tax on investment income for 2011 from Part VI, line 5......
    2a
    21,725
    b
    Income tax for 2011. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    21,725
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,058,931
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    2,058,931
    6
    Deduction from distributable amount (see page 25 of the instructions)...........
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    2,058,931
    Part XII
    Qualifying Distributions (see page 25 of the instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    982,066
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    982,066
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see page 26 of the instructions)............
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    982,066
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 8
    Part XIII
    Undistributed Income (see page 26 of the instructions)
    (a)
    Corpus     		(b)
    Years prior to 2010     		(c)
    2010     		(d)
    2011
    1 Distributable amount for 2011 from Part XI, line 7 2,058,931
    2 Undistributed income, if any, as of the end of 2011:
    a Enter amount for 2010 only....... 0
    b Total for prior years:2009, 2008, 2007  
    3 Excess distributions carryover, if any, to 2011:
    a From 2006....... 3,981,138
    b From 2007....... 931,678
    c From 2008....... 1,108,582
    d From 2009....... 789,871
    e From 2010....... 733,277
    fTotal of lines 3a through e......... 7,544,546
    4Qualifying distributions for 2011 from Part
    XII, line 4: bullet$ 982,066
    a Applied to 2010, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)    		  
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...     		982,066
    d Applied to 2011 distributable amount.....  
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2011. 2,058,931 2,058,931
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 6,467,681
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable
    amount—see page 27 of the instructions ...     		 
    e Undistributed income for 2010. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........     		0
    f Undistributed income for 2011. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see page 27
    of the instructions) ...........     		 
    8Excess distributions carryover from 2006 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............     		1,922,207
    9Excess distributions carryover to 2012.
    Subtract lines 7 and 8 from line 6a ......     		4,545,474
    10 Analysis of line 9:
    a Excess from 2007.... 931,678
    b Excess from 2008.... 1,108,582
    c Excess from 2009.... 789,871
    d Excess from 2010.... 733,277
    e Excess from 2011.... 982,066
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 9
    Part XIV
    Private Operating Foundations (see page 27 of the instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2011, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2011 (b) 2010 (c) 2009 (d) 2008
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see page 27 of the instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    C DEHAAN
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NA
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    M KLAUS DIRECTOR OF GRANT PROGRAMs
    10 W MARKET STREET 1990
    INDIANAPOLIS,IN46204
    (317) 464-2038
    bThe form in which applications should be submitted and information and materials they should include:
    LETTER OF INQUIRY
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    K-12 EDUCATION IN INDIANA AND ARTS CULTURE IN INDIANAPOLIS AS WELL AS OTHER DISCRETIONARY GRANTS
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    100 Black Men
    3901 N MERIDIAN STREET
    INDIANAPOLIS,IN46208     		NONE 501(C)(3) in honor of An Elegant Evening w/the 100 3,000
    2012 Community Legacy Inc
    515 EAST MAIN STREET
    CARMEL,IN46032     		NONE 501(C)(3) support John Wooden Public Art Sculpture on Georgi 50,000
    American Lung Assoc
    115 WEST WASHINGTON STREET
    SUITE 1180
    INDIANAPOLIS,IN46204     		NONE 501(C)(3) support effort of Hlth Promo Svcs, Team Carpe Diem 500
    American Pianist Assoc
    4603 CLARENDON ROAD
    SUITE 030
    INDIANAPOLIS,IN46208     		NONE 501(C)(3) general operating support 520
    American Pianist Assoc
    4603 CLARENDON ROAD
    SUITE 030
    INDIANAPOLIS,IN46208     		NONE 501(C)(3) general operating support 500
    American Pianist Assoc
    4603 CLARENDON ROAD
    SUITE 030
    INDIANAPOLIS,IN46208     		NONE 501(C)(3) support in honor of Great Homes/Great Music event 5,000
    American Pianist Assoc
    4603 CLARENDON ROAD
    SUITE 030
    INDIANAPOLIS,IN46208     		NONE 501(C)(3) general operating support 1,722
    American Pianist Assoc
    4603 CLARENDON ROAD
    SUITE 030
    INDIANAPOLIS,IN46208     		NONE 501(C)(3) general operating support 5,400
    Arts Council of Indianapolis
    924 NORTH PENNSYLVANIA STREET
    INDIANAPOLIS,IN46204     		NONE 501(C)(3) support IDAA 2012 Fine Arts Pavilion 10,000
    Arts Council of Indiana
    924 NORTH PENNSYLVANIA STREET
    INDIANAPOLIS,IN46204     		NONE 501(C)(3) Start with Art luncheon 9/1/11 7,500
    Athenaeum Docent
    401 EAST MICHIGAN STREET
    INDIANAPOLIS,IN46204     		NONE 501(C)(3) support 2011 production of Disney's Camp Rock Violin Comp. 2,500
    Boy Scouts of America
    7125 FALL CREEK RD N
    INDIANAPOLIS,IN46256     		NONE 501(C)(3) support in honor of award dinner honoring Anne & D Anderson 1,000
    Building Tomorrow Inc
    407 FULTON STREET
    INDIANAPOLIS,IN46202     		NONE 501(C)(3) in honor of 5th birthday celebration 10/28/11 2,500
    Butler University
    4600 SUNSET AVENUE
    INDIANAPOLIS,IN46208     		NONE 501(C)(3) general operating support 78,000
    Central Indiana Community Fdtn
    615 N ALABAMA STREET
    INDIANAPOLIS,IN46204     		NONE 501(C)(3) support the Latino Scholarship Program 5,000
    Cheetah Conservation
    620 EAST OHIO STREET
    INDIANAPOLIS,IN46202     		NONE 501(C)(3) genl operating support in honor of trustee Polly H 1,500
    Christel House Academy
    2717 SOUTH EAST STREET
    INDIANAPOLIS,IN46225     		NONE 501(C)(3) teacher recognition activities-Natl Teacher Apprec 250
    Cultural Heritage
    2236 E 10TH STREET
    INDIANAPOLIS,IN46201     		NONE 501(C)(3) for Relectance Transformation Imaging Training-IMA 2,500
    Culver Education
    1300 ACADEMY ROAD
    CULVER,IN46511     		NONE 501(C)(3) $4k general operating & $6k CHI scholarship suppor 10,000
    Dance Kaleidoscope
    4603 CLARENDON ROAD
    INDIANAPOLIS,IN46208     		NONE 501(C)(3) general operating support 5,500
    Delta Waterfowl Fdtn
    PO BOX 3128
    BISMARCK,ND58502     		NONE 501(C)(3) general operating support 2,000
    Doctors Without Borders
    333 7TH AVENUE
    NEW YORK,NY10001     		NONE 501(C)(3) general operating support 5,000
    Doctors Without Borders
    333 7TH AVENUE
    NEW YORK,NY10001     		NONE 501(C)(3) support to earthquake & tsunami relief efforts in 50,000
    Earth Charter Indiana
    3535 KESSLER BOULEVARD
    NORTH DRIVE
    INDIANAPOLIS,IN46222     		NONE 501(C)(3) designated to support the Greener Indiana project 15,000
    Eiteljorg Museum
    500 WEST WASHINGTON STREET
    INDIANAPOLIS,IN46204     		NONE 501(C)(3) support of Indian Market Festival-entertainment st 5,000
    Emma Willard School
    285 PAWLING AVENUE
    TROY,NY12180     		NONE 501(C)(3) support the 2011 AUDACIA forum and initiative 10,000
    Encore Vocal Arts
    8122 RIVER BAY DRIVE EAST
    INDIANAPOLIS,IN46240     		NONE 501(C)(3) general operating support for concert 5,000
    Farmers and Hunters Feeding the Hungry
    PO BOX 323
    WILLIAMSPORT,MD21795     		NONE 501(C)(3) general operating support 5,000
    Freidman Fdtn for Educational Choice
    ONE AMERICAN SQUARE
    SUITE 2420
    INDIANAPOLIS,IN46282     		NONE 501(C)(3) support in honor & memory of Gordon St. Angelo 300
    Friends of the Council on Aging
    223 WEST MAIN STREET
    FORT WAYNE,IN46802     		NONE 501(C)(3) genl operating support-designated to local senior 5,000
    Girl Scouts of Central Indiana
    2611 WATERFRONT PARKWAY EAST DRIVE
    SUITE 100
    INDIANAPOLIS,IN46214     		NONE 501(C)(3) Governor's Leadership lunch 1,000
    Girls Inc
    441 WEST MICHIGAN STREET
    INDIANAPOLIS,IN46202     		NONE 501(C)(3) in honor of 2011 Touchstone Honoree, Beverley Pitt 1,260
    Greater Indianapolis Progress Committee
    200 E WASHINGTON ST 1901
    INDIANAPOLIS,IN46204     		NONE 501(C)(3) initiatives of the Indpls/Cologne Sister City Comm 1,000
    Gregory Hancock Dance Theatre
    329 GRANDLE DR
    CARMEL,IN46032     		NONE 501(C)(3) general operating support 20,000
    GuideStar
    4801 COURTHOUSE STREET SUITE 220
    WILLIAMSBURG,VA23188     		NONE 501(C)(3) general operating support 500
    Handicapable Camp Inc
    PO BOX 716
    PLAINFIELD,IN46168     		NONE 501(C)(3) general operating support 5,000
    Harrison Center for the Arts
    1505 NORTH DELAWARE STREET
    INDIANAPOLIS,IN46202     		NONE 501(C)(3) general operating support 35,000
    Health Foundation of Greater Indianapolis
    429 E VERMONT ST SUITE 300
    INDIANAPOLIS,IN46202     		NONE 501(C)(3) sponsor 2011 Spotlight event 5/2/11 2,400
    Historic Landmark Fdtn
    1201 CENTRAL AVENUE
    INDIANAPOLIS,IN46202     		NONE 501(C)(3) in honor of Richard Ford/ Wonderous Opening Week 1,000
    Horizon Christian Fellowship
    1001 E PALMER STREET
    INDIANAPOLIS,IN46203     		NONE 501(C)(3) genl oper support 5,000
    Indiana Raptor Center
    3027 INDIANA 262
    RISING SUN,IN47040     		NONE 501(C)(3) general operating support 5,000
    Indiana University Fdtn
    PO BOX 1847
    BLOOMINGTON,IN47402     		NONE 501(C)(3) support summer art camp-Summer Youth Program 3,500
    Indiana University Foundation
    PO BOX 1847
    BLOOMINGTON,IN47402     		NONE 501(C)(3) support of Harmonia Program of WFIU 5,000
    Indiana University Foundation
    PO BOX 1847
    BLOOMINGTON,IN47402     		NONE 501(C)(3) genl oper support for Polis Center-2011 Spirit & P 2,500
    Indiana University Foundation
    PO BOX 1847
    BLOOMINGTON,IN47402     		NONE 501(C)(3) IUPUI Solution Center-support of Ind Achievement A 2,500
    Indianapolis Art Center
    820 EAST 67TH STREET
    INDIANAPOLIS,IN46220     		NONE 501(C)(3) underwrite portion of American Scene at CHA 4,000
    Indianapolis Chamber Orchestra
    4603 CLARENDON ROAD
    INDIANAPOLIS,IN46208     		NONE 501(C)(3) support to underwrite CHA orchestra enhancement 7,100
    Indianapolis Peace and Justice Center
    237 NORTH EAST STREET
    INDIANAPOLIS,IN46204     		NONE 501(C)(3) support Earth House Collective 1,000
    Indianapolis Public Schools Fdtn
    120 EAST WALNUT STREET
    INDIANAPOLIS,IN46204     		NONE 501(C)(3) for Emmerich Manual HS Choral Dept-5 set of risers 5,325
    Indianapolis School of Ballet
    502 N CAPITOL AVE
    INDIANAPOLIS,IN46204     		NONE 501(C)(3) support of Coppelia for 5/20-5/22/11 5,000
    Indianapolis Zoological Society
    1200 WEST WASHINGTON STREET
    INDIANAPOLIS,IN46222     		NONE 501(C)(3) general operating support 20,000
    Indianapolis Zoological Society
    1200 WEST WASHINGTON STREET
    INDIANAPOLIS,IN46222     		NONE 501(C)(3) The Indianapolis Prize & Gala Event 9/29/12 10,000
    International Center of Indianapolis
    32 EAST WASHINGTON STREET
    INDIANAPOLIS,IN46204     		NONE 501(C)(3) support International Citizen of Year Event 9/15/1 5,000
    International Violin Competition
    32 EAST WASHINGTON STREET
    INDIANAPOLIS,IN46204     		NONE 501(C)(3) general operating support for 2011-2012 30,000
    INDIANAPOLIS SYMPHONY ORCHESTRA
    46 MONUMENT CIRCLE
    INDIANAPOLIS,IN46205     		NONE 501(C)(3) 2010 Christmas Concert 50,000
    INDIANAPOLIS SYMPHONY ORCHESTRA
    46 MONUMENT CIRCLE
    INDIANAPOLIS,IN46205     		NONE 501(C)(3) Opening Gala 49,955
    Jewish Community Center of Indpls
    6701 HOOVER ROAD
    INDIANAPOLIS,IN46260     		NONE 501(C)(3) support the 2011 Festival of Books and Arts 3,000
    Juvenile Diabetes
    8440 WOODFIELD CROSSING 201
    INDIANAPOLIS,IN46240     		NONE 501(C)(3) support Ellen Devins, Team Bluegreen; Walkt to Cur Friends" 200
    Metropolitan Opera Association
    1400 EAST HANNA AVENUE
    INDIANAPOLIS,IN46227     		NONE 501(C)(3) 2011 Indiana District Auditions 3,000
    National Multiple Sclerosis
    3500 DEPAUW BOULEVARD
    SUITE 1040
    INDIANAPOLIS,IN46268     		NONE 501(C)(3) 2011 Dinner of Champions event 2/22/11 2,500
    National Wildlife Turkey Federation
    PO BOX 530
    EDGEFIELD,SC29824     		NONE 501(C)(3) $5k for NWTF In/$1500 to Women in the Outdoors 6,500
    National Wildlife Turkey Federation
    PO BOX 530
    EDGEFIELD,SC29824     		NONE 501(C)(3) designated to provide a trailer for educational pr 2,000
    Pacer's Basketball
    125 SOUTH PENNSYLVANIA STREET
    INDIANAPOLIS,IN46204     		NONE 501(C)(3) support educational program-choices for Champions 10,000
    Sisters of Providence
    3301 SAINT MARYS ROAD
    SAINT MARY OF THE WOOD,IN47876     		NONE 501(C)(3) capital support of Providence Hall; Preserving Lif 5,000
    St Vincent Hospital Fdtn
    8402 HARCOURT ROAD SUITE 210
    INDIANAPOLIS,IN46260     		NONE 501(C)(3) support in honor of 2011 Key to the Cure Event 5,000
    The Children's Museum of Indpls
    3000 NORTH MERIDIAN STREET
    INDIANAPOLIS,IN46208     		NONE 501(C)(3) support early childhood gallery, playscape, arts a 50,000
    The Glass Program Dept of Art & Design
    1100 EAST FIFTH STREET
    ANDERSON,IN46012     		NONE 501(C)(3) directed purchase items=2-11 Wish List for AU Glas 2,000
    The Hoosier Salon
    714 EAST 65TH STREET
    INDIANAPOLIS,IN46220     		NONE 501(C)(3) Inaugural Evening Extraordinaire 500
    The Hutson School
    7245 EAST 75TH STREET
    INDIANAPOLIS,IN46256     		NONE 501(C)(3) general operation support 2,500
    Trusted Mentors Inc
    872 VIRGINIA AVENUE
    INDIANAPOLIS,IN46202     		NONE 501(C)(3) genl support-Bags2Riches 9/9/11 500
    Virginia Gentlemens Fdtn
    582 LYNNHAVEN PARKWAY
    SUITE 202
    VIRGINIA BEACH,VA23452     		NONE 501(C)(3) 2011 JT Walk Friends of Frank;$500 to Ann Barker & 750
    Virginia Gentlemens Fdtn
    582 LYNNHAVEN PARKWAY
    SUIRE 202
    VIRGINIA BEACH,VA23452     		NONE 501(C)(3) 2011 JT Walk Friends of Frank;$500 to Ann Barker & 250
    VNA Care Network & Hospice
    120 THOMAS STREET
    WORCESTER,MA01608     		NONE 501(C)(3) support Hospice Care program in memory of Anne E. 250
    Women Like Us Fdtn
    49 SOUTH ELM STREET
    ZIONSVILLE,IN46077     		NONE 501(C)(3) support October '11 event w/Julia Butterfly & Loun 1,000
    Woodrow Wilson National Fellowship Fdtn
    5 VAUGHN DRIVE
    SUITE 300
    PRINCETON,NJ08540     		NONE 501(C)(3) general operating support 75,000
    Young Audiences of Indiana
    3921 NORTH MERIDIAN STREET SUITE 2
    INDIANAPOLIS,IN46208     		NONE 501(C)(3) general operating support 20,000
    Young Audiences of Indiana
    3921 NORTH MERIDIAN STREET SUITE 2
    INDIANAPOLIS,IN46208     		NONE 501(C)(3) designated to CHA programs 5,000
    American Pianist Assoc
    4603 CLARENDON ROAD
    SUITE 030
    INDIANAPOLIS,IN46208     		NONE 501(C)(3) general operating support 25,000
    Butler University
    4600 sunset avenue
    indianapolis,IN46208     		NONE 501(c)(3) general operating support 35,000
    Indiana Repertory Theatre
    140 West Washington Street
    Indianapolis,IN46204     		NONE 501(c)(3) general operating support 25,000
    Indiana Opera Society
    250 E 38th Street
    Indianapolis,IN46205     		NONE 501(C)(3) general operating support 40,000
    Total .................................bullet 3a 893,182
    bApproved for future payment
    INDIANAPOLIS SYMPHONY ORCHESTRA
    45 MONUMENT CIRCLE
    INDIANAPOLIS,IN46204     		NONE 501(C)(3) CHRISTMAS CONCERT 50,000
    BUTLER UNIVERSITY
    4600 SUNSET AVENUE
    INDIANAPOLIS,IN46208     		NONE 501(C)(3) GENERAL OPERATING SUPPORT 70,000
    INDIANAPOLIS SYMPHONY ORCHESTRA
    45 MONUMENT CIRCLE
    INDIANAPOLIS,IN46204     		NONE 501(C)(3) OPENING GALA 50,000
    Total .................................bullet 3b 170,000
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See page 28 of
    the instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments          
    4 Dividends and interest from securities....     14 546,087  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8Gain or (loss) from sales of assets other than inventory     18 504,757  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aPARTNERSHIP INCOME/LOSS 525990 47,737 14 297,007  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 47,737 1,347,851  
    13Total. Add line 12, columns (b), (d), and (e)..................
    131,395,588
    (See worksheet in line 13 instructions on page 28 to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the organization’s exempt purposes (other than by providing funds for such purposes). (See
    page 28 of the instructions.)
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    SignHere
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    Signature of officer or trustee Date Title
    PaidPreparersUseOnly Preparer's SignatureBullet Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2011)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2011 AccountingFeesSchedule
    Name:
    Christel DeHaan Family Foundation Inc
    EIN: 35-1939960
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 10,243 10,243    

    TY 2011 CompensationExplanation
    Name:
    Christel DeHaan Family Foundation Inc
    EIN: 35-1939960
    Person Name Explanation
    MELYNNE KLAUS MELYNNE KLAUS IS ALSO THE ASSISTANT SECRETARY. HOWEVER, SHE IS NOT COMPENSATED FOR THESE SERVICES.

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2011 DepreciationSchedule
    Name:
    Christel DeHaan Family Foundation Inc
    EIN: 35-1939960
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2011 GeneralExplanationAttachment
    Name:
    Christel DeHaan Family Foundation Inc
    EIN: 35-1939960
    Identifier Return Reference Explanation
    ELECTION WITH REGARD TO TREATMENT OF QUALIFYING DISTRIBUTIONS PART XIII CHRISTEL DEHANN FAMILY FOUNDATION, INC. 35-1939960 ELECTION WITH REGARD TO TREATMENT OF QUALIFYING DISTRIBUTIONS PURSUANT TO CODE SECTION 4942(H)(2) AND REG. SECTION 53.4942(A)-3(D)(2), THE FOUNDATION ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS IN THE FOLLOWING AMOUNT: 12/31/11 - $982,066

    TY 2011 InvestmentsCorpStockSchedule
    Name:
    Christel DeHaan Family Foundation Inc
    EIN: 35-1939960
    Name of Stock End of Year Book Value End of Year Fair Market Value
    HORIZON 3,567 1,557
    KEELEY    

    TY 2011 InvestmentsOtherSchedule2
    Name:
    Christel DeHaan Family Foundation Inc
    EIN: 35-1939960
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BLACKSTONE PARK AVENUE FUND   3,729,044 3,147,299
    BLACKSTONE IF NONTAXABLE LP   4,512,323 3,126,510
    BLACK DIAMOND CM OFFSHORE OPP.   1,513,866 2,409,558
    SATURN INVESTMENTS   100 100
    FINANCIAL STOCKS CAPITAL PTNRS   573,874 244,569
    GLENROCK GLOBAL PARTNERS LTD   747,656 1,030,528
    HOUSE INVESTMENTS - RE OPP FD   106,418 106,418
    WTC-ARCHIPELAGO PARTNERS   1,381,181 1,376,798
    TIFF ABSOLUTE RETURN POOL   966,398 1,290,952
    FIXED   5,247,296 5,379,218
    LGCORE      
    LGVALU      
    LGGROW      
    MDCORE      
    MDVALU      
    SMCORE      
    SMVALU      
    INTLCC      
    INTLCV      
    INTL EQUITY DEVELOPED   871,397 719,496
    COMMODITIES   484,515 341,184
    COLUMBUS CIRCLE   3,110,486 3,271,565
    MCKEE   3,096,384 3,180,903
    ATLANTA   1,392,739 1,534,791
    TRADEWINDS   1,900,918 1,773,780
    NEUBERGER   1,125,072 1,131,443
    NTPEF IV   300,000 300,000
    EM DEBT   100,193 95,664
    FIRST STATE   2,212,754 2,313,054
    PE CASH   313,912 313,912
    AXIOM INTERNATIONAL EQUITY   1,106,235 1,119,692
    FI TOTAL RETURN   1,761,345 1,689,290

    TY 2011 LandEtcSchedule2
    Name:
    Christel DeHaan Family Foundation Inc
    EIN: 35-1939960
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value


    TY 2011 OtherExpensesSchedule
    Name:
    Christel DeHaan Family Foundation Inc
    EIN: 35-1939960
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STAFF COSTS 485     485
    POSTAGE & SHIPPING 57     57
    DUES & SUBSCRIPTIONS 2,346     2,346
    SOFTWARE MAINTENANCE 122     122
    INSURANCE 2,445     2,445
    TELEPHONE 591     591
    LICENSES 137     137
    OFFICE SUPPLIES 900     900
    PARTNERSHIP EXPENSE 197,265 197,265    
    FEDERAL TAXES 49,847      
    STATE TAXES 9,940      


    TY 2011 OtherIncomeSchedule2
    Name:
    Christel DeHaan Family Foundation Inc
    EIN: 35-1939960
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PARTNERSHIP INCOME/LOSS 343,738 296,001  
    OTHER INCOME 1,005 1,005  


    TY 2011 OtherProfessionalFeesSchedule
    Name:
    Christel DeHaan Family Foundation Inc
    EIN: 35-1939960
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER PROFESSIONAL FEES 1,662     1,662
    PRORATED FIDUCIARY FEES 51,238 51,238    


    TY 2011 TaxesSchedule
    Name:
    Christel DeHaan Family Foundation Inc
    EIN: 35-1939960
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EMPLOYMENT TAXES 3,765     3,765