Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2011
Open to Public Inspection
A For the calendar year, or tax year beginning 01-01-2011 and ending 12-31-2011
BCheck if applicable:
CName of organization
THE INDIANAPOLIS FOUNDATION
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
615 NORTH ALABAMA STREET
 
Room/suite
City or town, state or country, and ZIP + 4
INDIANAPOLIS, IN46204
D Employer identification number

35-0868115
E Telephone number

G Gross receipts $ 43,733,282
F Name and address of principal officer:
BRIAN PAYNE
615 NORTH ALABAMA STREET
INDIANAPOLIS,IN46204
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.CICF.ORG
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1916
M State of legal domicile: IN
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: THE FOUNDATION EXISTS TO IMPROVE INDIANAPOLIS AND MARION COUNTY. CHARITABLE ASSETS ARE BUILT TO SUPPORT EFFECTIVE CHARITABLE GROUPS WITH GRANTS & PROVIDE LEADERSHIP TO ADDRESS COMMUNITY NEEDS.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a)..... 3 6
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 6
5 Total number of individuals employed in calendar year 2011 (Part V, line 2a) ... 5 35
6 Total number of volunteers (estimate if necessary) .... 6 6
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 .. 7b 0
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 300,450 500
9 Program service revenue (Part VIII, line 2g) ......... 0 0
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 6,239,783 3,855,864
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 32,501 30,000
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 6,572,734 3,886,364
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 4,674,406 4,312,159
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 504,052 666,308
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet283,917    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f).... 903,772 753,280
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 6,082,230 5,731,747
19 Revenue less expenses. Subtract line 18 from line 12....... 490,504 -1,845,383
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 98,678,134 91,401,244
21 Total liabilities (Part X, line 26)............. 5,889,512 5,722,558
22 Net assets or fund balances. Subtract line 21 from line 20..... 92,788,622 85,678,686
Part II
Signature Block
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 officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title.
Paid preparer use only
Print/type preparer's name
 
Preparer's signature
Date
PTIN
Firm's name Right pointing arrowhead image

Firm's EIN Right pointing arrowhead image
Firm's address Right pointing arrowhead image



Phone no.
May the IRS discuss this return with the preparer shown above? See instructions .........bullet
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2011)
Form 990 (2011)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III .........
1
Briefly describe the organization’s mission: THE MISSION OF THE INDIANAPOLIS FOUNDATION (TIF) IS TO INSPIRE, SUPPORT, AND PRACTICE PHILANTHROPY, LEADERSHIP, AND SERVICE IN OUR COMMUNITY. THROUGH THE GENEROSITY OF THOUSANDS OF DONORS, TIF IS THE STEWARD FOR CHARITABLE ASSETS FOCUSING ON THREE AREAS THAT MAKE INDIANA A BETTER PLACE TO LIVE FOR CURRENT AND FUTURE GENERATIONS: 1.) GRANTMAKING FROM A VARIETY OF FUNDS TO OTHER EFFECTIVE NOT-FOR-PROFITS 2.) COMMUNITY LEADERSHIP ON ISSUES LIKE HELPING FAMILIES OVERCOME OBSTACLES, CREATING GREAT PUBLIC SPACES, AND EMBRACING OUR ETHNIC COMMUNITIES 3.) PHILANTHROPIC ADVISING TO HELP PEOPLE MAKE THEIR CHARITABLE GIVING MORE THOUGHTFUL AND ENJOYABLE. WE ACCOMPLISH THE ABOVE THROUGH OUR THREE INITIATIVES: INSPIRING PLACES, FAMILY SUCCESS AND EDUCATION.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ....................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ..........................
If “Yes,” describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 2,410,538 including grants of $ 2,069,837 ) (Revenue $   )
INSPIRING PLACES THAT ATTRACT AND RETAIN TALENT. WE IMPROVE THE QUALITY OF LIFE IN THE URBAN CORE FOCUSING ON 3 ELEMENTS OF AN AREA: VIBRANCY - BUILDING A DYNAMIC ECONOMY FOR JOB RETENTION AND EXPANSION, INCREASED PROPERTY VALUES AND DIVERSIFIED TAX BASE; SAFETY - DECREASING BLIGHT AND POVERTY IN NEIGHBORHOODS TO DECREASE CRIME; AND ATTRACTIVENESS - CREATING VIABLE LOCAL PLACES THAT ARE ACCESSIBLE, WALKABLE, FUN AND DIVERSE TO ATTRACT AND RETAIN HIGHLY EDUCATED RESIDENTS. WE STRENGTHEN KEY NEIGHBORHOOD SUPPORT ORGANIZATIONS. WE CHAMPION AND EDUCATE ON THE CEO'S FOR CITIES CONCEPTS, FRAMEWORKS AND RESEARCH TO ADVANCE THE VISION OF OUR COMMUNITY AS AN INSPIRING PLACE.
4b (Code:   ) (Expenses $ 1,657,245 including grants of $ 1,423,012 ) (Revenue $   )
FAMILY SUCCESS IS ABOUT SUPPORTING FAMILIES AND THEIR COMMUNITIES BY STRENGTHENING NEIGHBORHOOD-BASED PROVIDERS THAT SUPPORT LOW-INCOME FAMILIES IN INCREASING EARNINGS AND ASSETS. WE FOCUS ON PARTNERSHIPS WITH INTERMEDIARY AGENCIES AND DIRECT SERVICE ORGANIZATIONS DEVELOPING A ROBUST NETWORK OF CENTERS FOR WORKING FAMILIES, INCREASING ORGANIZATIONAL CAPACITY OF NEIGHBORHOOD CENTERS, LEVERAGING ADDITIONAL FUNDING AND CHAMPIONING THE IMPORTANCE OF NEIGHBORHOOD CENTERS.
4c (Code:   ) (Expenses $ 954,171 including grants of $ 819,310 ) (Revenue $   )
OUR EDUCATION INITIATIVE EMPHASIZES ACCESS TO AND SUPPORT FOR HIGHER EDUCATION. IT HELPS OUR COMMUNITY IMPROVE PUBLIC INSTRUCTION AND STUDENT ACADEMIC ACHIEVEMENT BASED ON EDUCATIONAL INDICATORS. WE INVEST IN COMMUNITY-BASED ORGANIZATIONS THAT PROVIDE COLLEGE ACCESS AND READINESS PROGRAMMING. WE ARE CHAMPIONS FOR THE IMPORTANCE OF ACCESSING POST-SECONDARY OPPORTUNITIES. WE ARE BUILDING A NETWORK OF COMMUNITY-BASED NOT-FOR-PROFIT ORGANIZATIONS TO HELP MARION COUNTY YOUTH CONNECT TO CARING ADULTS, ACCESS FINANCIAL RESOURCES, FIND THE RIGHT COLLEGE AND PREPARE ACADEMICALLY.
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet$ 5,021,954
Form 990 (2011)
Form 990 (2011)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? ........
2
 
No
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If “Yes,” complete Schedule C,
Part II.........................
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C, Part III........................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete Schedule D, Part IClick to see attachment....................
6
Yes
 
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas or historic structures? If “Yes,” complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,”
complete Schedule D, Part IVClick to see attachment...................
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment
10
Yes
 
11
If the organization’s answer to any of the following questions is ‘Yes,’ then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable:
a
Did the organization report an amount for land, buildings, and equipment in Part X, line10? If “Yes,” complete Schedule D, Part VI.Click to see attachment
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII.Click to see attachment
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII.Click to see attachment
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX.Click to see attachment
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X.Click to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part X.Click to see attachment
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If “Yes,” complete Schedule D, Parts XI, XII, and XIII Click to see attachment
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered ‘No’ to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States or aggregate foreign investments valued at $100,000 or more? If “Yes,” complete Schedule F, Part I.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the U.S.? If “Yes,” complete Schedule F, Part II..
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the U.S.? If “Yes,” complete Schedule F, Part III..
16
 
No
17
Did the organization report a total of more than $15,000, of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part I
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II..........
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospitals? If “Yes,” complete Schedule H.....
20a
 
No
b
If “Yes” to line 20a, did the organization attach a copy of its audited financial statement to this return? Note. All Form 990 filers that operated one or more hospitals must attach audited financial statements.
20b
 
 
Form 990 (2011)
Form 990 (2011)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants and other assistance to any government or organization in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.. Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III..... Click to see attachment
22
 
No
23
Did the organization answer “Yes” to Part VII, Section A, questions 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J................ Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer questions 24b–24d and complete Schedule K. If “No,” go to line 25................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
 
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I......
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I................
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II.........................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If “Yes,” complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties? (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV .........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV...................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or owner? If “Yes,” complete Schedule L, Part IV..
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule M
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II.......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........ Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Parts II, III, IV, and V, line 1..................... Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2... Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2........... Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2011)
Form 990 (2011)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V .........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable. .......
1a
1
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable.
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements filed for the calendar year ending with or within the year covered by this return .....................
2a
35
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?.............................
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account or securities account)?.......................
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletCJ
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes” to line 5a or 5b, did the organization file Form 8886-T? ........
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible?..........
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
No
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?..........................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?...................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?...............
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?................
8
 
No
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?.........
9a
 
No
b
Did the organization make a distribution to a donor, donor advisor, or related person?......
9b
 
No
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them) ........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. All 501(c)(29) organizations must list in Schedule O each state in which they are licensed to issue qualified health plans, the amount of reserves required by each state, and the amount of reserves the organization allocated to each state.
13a
 
 
b
Enter the aggregate amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans.
13b
 
c
Enter the aggregate amount of reserves on hand.
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
No
Form 990 (2011)
Form 990 (2011)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI .........
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
If the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
1a
6
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
6
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? .................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ............
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ..........
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O .....
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal
Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If “Yes,” did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes? ....
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form?
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review the Form 990. .....
12a
Did the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Were officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this was done ....................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes," to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If “Yes,” did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
IN
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization: MediumBullet
KAY WHITAKER
615 NORTH ALABAMA STREET SUITE 119
Indianapolis,IN46204
(317) 631-6542
Form 990 (2011)
Form 990 (2011)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII .........
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation, and current key employees. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organizations compensated any current or former officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) CYNTHIA SIMON SKJODT
BOARD MEMBER
 1.0 X           0 0 0
(2) GREGORY F HAHN
BOARD MEMBER
 1.0 X   X       0 0 0
(3) ALAN A LEVIN
BOARD CHAIR
 1.0 X   X       0 0 0
(4) D WILLIAM MOREAU JR
VICE-CHAIR
 1.0 X   X       0 0 0
(5) SARAH WILSON OTTE
SECRETARY
 1.0 X           0 0 0
(6) MILTON O THOMPSON
BOARD MEMBER
 1.0 X           0 0 0
(7) BRIAN E PAYNE
PRESIDENT & CEO
 5.0     X       34,871 255,717 35,385
(8) KAY WHITAKER
CHIEF FINANCIAL OFFICER
 5.0     X       18,758 137,557 7,854
(9) ROBERT A MACPHERSON
VP DEVELOPMENT
 4.0     X       13,818 124,368 23,297
(10) GREGORY E LYNN
VP REAL ESTATE
 2.0     X       4,733 89,934 14,418
(11) ELIZABETH TATE
VP GRANTMAKING
 10.0     X       27,308 81,923 24,430












Form 990 (2011)
Form 990 (2011)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;


























1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 99,488 689,499 105,384
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet4
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual .............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person .....
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet0
Form 990 (2011)
Form 990 (2011)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, Gifts, Grants and Other Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above1f 		500
g Noncash contributions included in lines 1a-1f:$  
h Total. Add lines 1a-1f.......MediumBullet 500
Program Service Revenue Business Code
2a
b
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 0
Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 1,079,978     1,079,978
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0      
5 Royalties............MediumBullet 0      
(i) Real (ii) Personal
6a Gross rents 30,000  
b Less: rental expenses    
c Rental income or (loss) 30,000  
d Net rental income or (loss).......MediumBullet 30,000 30,000    
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 42,622,804  
b Less: cost or other basis and sales expenses 39,846,918  
c Gain or (loss) 2,775,886  
d Net gain or (loss)..........MediumBullet 2,775,886     2,775,886
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet 0    
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet 0      
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet 0      
Miscellaneous Revenue Business Code
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ......MediumBullet 0
12 Total revenue. See Instructions....MediumBullet 3,886,364 30,000   3,855,864
Form 990 (2011)
Form 990 (2011)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).
Check if Schedule O contains a response to any question in this Part IX. .........
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21 4,312,159 4,312,159
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 0  
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16 0  
4 Benefits paid to or for members 0  
5 Compensation of current officers, directors, trustees, and key employees .... 99,488 49,744 29,846 19,898
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 0      
7 Other salaries and wages 386,873 193,436 116,062 77,375
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 90,086 45,043 27,026 18,017
9 Other employee benefits ....... 57,473 28,737 17,242 11,494
10 Payroll taxes ........... 32,388 16,194 9,716 6,478
11 Fees for services (non-employees):        
a Management ...... 0      
b Legal ......... 22,572 11,286 6,772 4,514
c Accounting ........... 19,360 9,680 5,808 3,872
d Lobbying ........... 0      
e Professional fundraising. See Part IV, line 17.. 0  
f Investment management fees ...... 479,563 239,781 143,869 95,913
g Other .......... 0      
12 Advertising and promotion .... 7,969 3,985 2,391 1,593
13 Office expenses ....... 24,738 12,369 7,421 4,948
14 Information technology ...... 54,903 27,451 16,471 10,981
15 Royalties .. 0      
16 Occupancy ........... 27,045 13,523 8,113 5,409
17 Travel ............ 5,961 2,981 1,788 1,192
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 7,309 3,654 2,193 1,462
20 Interest ........... 0      
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization ..... 10,167 5,084 3,050 2,033
23 Insurance .............. 2,334 1,167 700 467
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24f. If line 24f amount exceeds 10% of line 25, column (A) amount, list line 24f expenses on Schedule O.)
a DUES & MEMBERSHIP FEES 10,000 5,000 3,000 2,000
b COMMUNITY SUPPORT 69,524 34,762 20,857 13,905
c STAFF DEVELOPMENT 8,376 4,188 2,513 1,675
d OTHER EXPENSES 3,459 1,730 1,038 691
e
f All other expenses        
25 Total functional expenses. Add lines 1 through 24f 5,731,747 5,021,954 425,876 283,917
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2011)
Form 990 (2011)
Page 11
Part X Balance Sheet
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing .......... 0 1 0
2 Savings and temporary cash investments ....... 3,033,912 2 3,250,200
3 Pledges and grants receivable, net ......... 552,854 3 179,460
4 Accounts receivable, net ......... 0 4 0
5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L .......... 0 5 0
6 Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of
Schedule L .......... 0 6 0
7 Notes and loans receivable, net ............. 0 7 0
8 Inventories for sale or use .............. 0 8 0
9 Prepaid expenses and deferred charges ............ 0 9 0
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 1,609,793
b Less: accumulated depreciation. ..... 10b 104,208 1,540,621 10c 1,505,585
11 Investments—publicly traded securities .......... 48,616,671 11 41,784,967
12 Investments—other securities. See Part IV, line 11 ...... 33,714,380 12 35,070,059
13 Investments—program-related. See Part IV, line 11 .. 1,610,000 13 1,346,725
14 Intangible assets ......... 0 14 0
15 Other assets. See Part IV, line 11 ........... 9,609,696 15 8,264,248
16 Total assets. Add lines 1 through 15 (must equal line 34)... 98,678,134 16 91,401,244
Liabilities 17 Accounts payable and accrued expenses . 358,494 17 481,973
18 Grants payable .......... 0 18 7,000
19 Deferred revenue .......... 0 19 0
20 Tax-exempt bond liabilities .......... 0 20 0
21 Escrow or custodial account liability. Complete Part IV of Schedule D.. 0 21 0
22 Payables to current and former officers, directors, trustees, key
employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L.......... 0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 0 23 0
24 Unsecured notes and loans payable to unrelated third parties .... 0 24 0
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D..... 5,531,018 25 5,233,585
26 Total liabilities. Add lines 17 through 25..... 5,889,512 26 5,722,558
Net Assets or Fund Balance Organizations that follow SFAS 117, check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets ..... 82,524,742 27 76,521,022
28 Temporarily restricted net assets ..... 967,517 28 869,253
29 Permanently restricted net assets ..... 9,296,363 29 8,288,411
Organizations that do not follow SFAS 117, check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ..... 92,788,622 33 85,678,686
34 Total liabilities and net assets/fund balances ..... 98,678,134 34 91,401,244
Form 990 (2011)
Form 990 (2011)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI .........
1
Total revenue (must equal Part VIII, column (A), line 12) ...
1
3,886,364
2
Total expenses (must equal Part IX, column (A), line 25) ....
2
5,731,747
3
Revenue less expenses. Subtract line 2 from line 1 ...
3
-1,845,383
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
92,788,622
5
Other changes in net assets or fund balances (explain in Schedule O) ...
5
-5,264,553
6
Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column (B)) ....
6
85,678,686
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII .........
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?....
2a
 
No
b
Were the organization’s financial statements audited by an independent accountant?........
2b
Yes
 
c
If “Yes,” to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant? If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O. ...........................
2c
Yes
 
d
If “Yes” to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both:
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? ................
3a
 
No
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits. ..
3b
 
 
Form 990 (2011)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
THE INDIANAPOLIS FOUNDATION
 
Employer identification number

35-0868115
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization? ................
11g(i)
 
 
(ii) a family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) a 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
(i)
Name of supported organization 		(ii)
EIN 		(iii)
Type of organization (described on lines 1- 9 above or IRC section (see instructions)) 		(iv)
Is the organization in col. (i) listed in your governing document? 		(v)
Did you notify the organization in col. (i) of your support? 		(vi)
Is the organization in col. (i) organized in the U.S.? 		(vii)
Amount of support?
Yes No Yes No Yes No
Total                  

For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 621,208 805,132 21 300,450 500 1,727,311
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3.. 621,208 805,132 21 300,450 500 1,727,311
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..            
6 Public Support. Subtract line 5 from line 4.           1,727,311
Section B. Total Support
Calendar year(or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
7 Amounts from line 4.. 621,208 805,132 21 300,450 500 1,727,311
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 3,532,665 2,400,126 1,876,242 1,580,357 1,079,978 10,469,368
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets.. 1,757,657 1,638,097 0 0 0 3,395,754
11 Total support (Add lines 7 through 10).           15,592,433
12
12
118,271
13
Section C. Computation of Public Support Percentage
14
14
11.078 %
15
15
10.156 %
16a
b
17a
b
18
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public Support (Subtract line 7c from line 6.)            
Section B. Total Support
Calendar year (or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)            
13 Total support (Add lines 9, 10c, 11 and 12.).            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
Page 4
Part IV
Supplemental Information. Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
THE INDIANAPOLIS FOUNDATION'S PUBLIC SUPPORT PERCENT HAS GRADUALLY DECLINED OVER THE LAST 5 YEARS DUE TO THE CREATION OF A CORPORATE FORM OF COMMUNITY FOUNDATION - CENTRAL INDIANA COMMUNITY FOUNDATION, INC. (CICF - 35-1493680). THE MAIN REASON FOR THIS DECLINE IS DUE TO THE MAJORITY OF CONTRIBUTIONS GOING TO CICF. THE INDIANAPOLIS FOUNDATION SHOULD CONTINUE TO QUALIFY AS A PUBLIC CHARITY DUE TO THE FOLLOWING FACTS AND CIRCUMSTANCES: BOARD TRUSTEES ARE APPOINTED AND REPRESENT A DIVERSE GROUP OF THE GENERAL PUBLIC; CONTRIBUTIONS CONTINUE TO BE RECEIVED FROM A BROAD SOURCE OF THE GENERAL PUBLIC; SIGNIFICANT GRANTS CONTINUE TO BE MADE TO THE INDIANAPOLIS COMMUNITY WITH THE FOCUS ON SUPPORTING THE GREATEST AREAS OF NEED; AND THE INDIANAPOLIS FOUNDATION IS VERY WELL RESPECTED IN THE COMMUNITY AND SERVES IN PARTNERSHIP WITH MANY OTHER NON-PROFIT ORGANIZATIONS TO PROVIDE LEADERSHIP, ASSISTANCE AND COMMUNITY CONVENING TO IMPROVE THE QUALITY OF LIFE IN INDIANAPOLIS.
 
 
 
Schedule A (Form 990 or 990-EZ) 2011

Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
THE INDIANAPOLIS FOUNDATION
 
Employer identification number

35-0868115
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year ....... 1  
2 Aggregate contributions to (during year) ... 0  
3 Aggregate grants from (during year) ... 0  
4 Aggregate value at end of year ....... 781,458  
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section
170(h)(4)(B)(i) and 170(h)(4)(B)(ii)? ....................................
9
In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of
art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance of public service,
provide, in Part XIV, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service,
provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958), relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 52283D
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s accession and other records, check any of the following that are a significant use of its collection
items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIV.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIV and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIV.
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current Year (b)Prior Year (c)Two Years Back (d)Three Years Back (e)Four Years Back
1a Beginning of year balance .... 104,090,180 97,490,670 85,199,227 126,771,972
b Contributions ........ -3,741 27,929 1,454 809,899
c Net investment earnings, gains, and losses ... -1,167,731 12,318,218 18,450,937 -36,775,889
d Grants or scholarships ..... 4,460,875 4,299,806 4,785,787 3,835,486
e Other expenditures for facilities
and programs ........ 		58,354 176,645 195,458 133,437
f Administrative expenses .... 1,090,742 1,270,186 1,179,703 1,637,832
g End of year balance ...... 97,308,737 104,090,180 97,490,670 85,199,227
2
Provide the estimated percentage of the year end balance (line 1g) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet100.000 %
c
Temporarily restricted endowment SchDMd Bullet  
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
No
(ii) related organizations ........................
3a(ii)
Yes
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
Yes
 
4
Describe in Part XIV the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land ................. 1,154,793 150,000 1,304,793
b Buildings ................   305,000 104,208 200,792
c Leasehold improvements ............        
d Equipment ................        
e Other .................        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 1,505,585
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
(3)Other
(A) POOLED RESOURCES 		35,070,059 F








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 35,070,059
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1) ACCRUED INTEREST RECEIVABLE 32,981
(2) OTHER ASSETS 8,026
(3) BENEFICIAL INTEREST IN TRUST 8,223,241






Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 8,264,248
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of Liability (b) Book value
Federal Income Taxes 0
DUE TO CICF 5,233,585








Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 5,233,585
2. Fin 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC740).
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
Page 4
Part XI Reconciliation of Change in Net Assets from Form 990 to Financial Statements
1 Total revenue (Form 990, Part VIII, column (A), line 12) .................... 1 3,886,364
2 Total expenses (Form 990, Part IX, column (A), line 25) ..................... 2 5,731,747
3 Excess or (deficit) for the year. Subtract line 2 from line 1 ............. 3 -1,845,383
4 Net unrealized gains (losses) on investments .......................... 4 -4,543,349
5 Donated services and use of facilities ............................. 5  
6 Investment expenses ................................... 6  
7 Prior period adjustments .................................. 7  
8 Other (Describe in Part XIV.) ................................. 8 -721,204
9 Total adjustments (net). Add lines 4 through 8 ......................... 9 -5,264,553
10 Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 ......... 10 -7,109,936
Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1 -1,211,872
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a -4,543,349
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIV.) ............ 2d -554,887
e Add lines 2a through 2d ..................... 2e -5,098,236
3 Subtract line 2e from line 1..................... 3 3,886,364
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIV.) ........... 4b  
c Add lines 4a and 4b....................... 4c  
5 Total Revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 3,886,364
Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ............. 1 5,898,064
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIV.) ............ 2d 166,317
e Add lines 2a through 2d...................... 2e 166,317
3 Subtract line 2e from line 1..................... 3 5,731,747
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIV.) ............ 4b  
c Add lines 4a and 4b....................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 5,731,747
Part XIV
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
PART V ENDOWMENT FUNDS   THE ORGANIZATION'S ENDOWMENT FUNDS ARE INTENDED TO PROVIDE LONG-TERM SUPPORT FOR VARIOUS CHARITABLE PURPOSES SERVING THE MARION COUNTY COMMUNITY. DUE TO THE CONSOLIDATED NATURE, SOME FUNDS ARE HELD AND ADMINISTERED BY RELATED ORGANIZATIONS. FIN 48 FOOTNOTE MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. PART XI LINE 8 CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT ($1,022) TRANSFERS (553,865) UNREALIZED PENSION EXPENSE (166,317) TOTAL OTHER ($721,204) PART XII LINE 2D CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT ($1,022) TRANSFERS (553,865) TOTAL ($554,887) PART XIII LINE 2D UNREALIZED PENSION EXPENSE $166,317
Schedule D (Form 990) 2011

Additional Data


Software ID:  
Software Version:  




Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
THE INDIANAPOLIS FOUNDATION
 
Employer identification number
35-0868115
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21 for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Use
Part IV and Schedule I-1 (Form 990) if additional space is needed ......................... lBullet
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) United Way of Central Indiana3901 N Meridian StPO Box 88409
Indianapolis,IN462080409 		35-1007590 501(c)(3) 375,473       2012 CAMPAIGN SUPPORT
(2) The Mind Trust1630 N Meridian Suite 330
Indianapolis,IN46202 		20-4560286 501(c)(3) 78,540       YOUTH EDUCATION INITIATIVE
(3) Indianapolis Symphony Orchestra32 E Washington StSuite 600
Indianapolis,IN462042919 		35-0998627 501(c)(3) 78,000       PROGRAM SUPPORT
(4) Local Initiatives Support Corporation333 N Pennsylvania StSuite 600
Indianapolis,IN46204 		13-3030229 501(c)(3) 64,515       CENTER FOR WORKING FAMILIES
(5) CICOA Aging & In-Home Solutions4755 Kingsway DrSuite 200
Indianapolis,IN46205 		35-1310387 501(c)(3) 60,000       PROGRAM SUPPORT
(6) Joy's House2028 E Broad Ripple Ave
Indianapolis,IN46220 		35-2083290 501(c)(3) 60,000       PROGRAM SUPPORT
(7) Library Fund615 N Alabama StSuite 119
Indianapolis,IN46204 		35-0868115 501(c)(3) 60,000       PROGRAM SUPPORT
(8) Edna Martin Christian Center1970 Caroline Ave
Indianapolis,IN46218 		35-1072577 501(c)(3) 56,100       PROGRAM SUPPORT
(9) Indianapolis Parks Foundation615 N Alabama StSuite 119
Indianapolis,IN46204 		35-1860468 501(c)(3) 56,100       PROGRAM SUPPORT
(10) Coalition for Homelessness Intervention & Preventi3737 N Meridian StSuite 401
Indianapolis,IN46208 		31-1254018 501(c)(3) 50,490       PROGRAM SUPPORT
(11) Summer Youth Fund - The Indpls Foundation615 N Alabama StSuite 119
Indianapolis,IN46204 		35-1793680 501(c)(3) 50,000       2012 SYPF SUPPORT
(12) Community Alliance of the Far Eastside (CAFE)8902 E 38th St
Indianapolis,IN46226 		35-2018453 501(c)(3) 44,880       PROGRAM SUPPORT
(13) Indiana Black Expo Inc3145 N Meridian St
Indianapolis,IN46208 		35-1406245 501(c)(3) 42,075       PROGRAM SUPPORT
(14) Second Helpings Inc1121 Southeastern Ave
Indianapolis,IN46202 		35-1484281 501(c)(3) 42,075       PROGRAM SUPPORT
(15) Jewish Federation of Greater Indianapolis6705 Hoover Rd
Indianapolis,IN46260 		03-5088017 501(c)(3) 40,000       PROGRAM SUPPORT
(16) King Park Area Development Corporation2430 N Delaware St
Indianapolis,IN462054334 		35-1704590 501(c)(3) 39,270       PROGRAM SUPPORT
(17) Indiana University Foundation340 W Michigan St
Indianapolis,IN46202 		35-6018940 501(c)(3) 39,270       SAFE URBAN GARDEN
(18) Arsenal Technical High School Library1500 E Michigan St
Indianapolis,IN462013098 		35-6002486 N/A 36,500       PROGRAM SUPPORT
(19) East 10th Street Civic Association2236 E 10th St
Indianapolis,IN46201 		14-1857868 501(C)(3) 36,465       PROGRAM SUPPORT
(20) Young Audiences of Indiana Inc3921 N Meridian StSuite 210
Indianapolis,IN462084011 		35-1148812 501(c)(3) 35,904       PROGRAM SUPPORT
(21) Horizon House1033 E Washington St
Indianapolis,IN462023952 		35-1759503 501(c)(3) 33,660       PROGRAM SUPPORT
(22) Indianapolis Downtown Inc111 Monument CirSuite 1900
Indianapolis,IN462045100 		35-1877771 501(c)(3) 33,660       PROGRAM SUPPORT
(23) Indianapolis Theatre Fringe Festival IncPO Box 44121
Indianapolis,IN46202 		20-2005004 501(c)(3) 33,660       PROGRAM SUPPORT
(24) Domestic Violence Network of Greater Indianapolis9539 Valapraiso Ct
Indianapolis,IN46268 		35-2014673 501(c)(3) 30,855       PROGRAM SUPPORT
(25) Minde Browning Professional Development Funds615 N Alabama StSuite 119
Indianapolis,IN46204 		35-1793680 501(c)(3) 30,000       PROGRAM SUPPORT
(26) New Life Development Ministries Inc4811 Katelyn
Indianapolis,IN46228 		30-0271044 501(c)(3) 29,733       PROGRAM SUPPORT
(27) Arts Council of Indianapolis924 N Pennsylvania St
Indianapolis,IN462041021 		31-1225893 501(c)(3) 29,453       PROGRAM SUPPORT
(28) Big Car Gallery237 N East St
Indianapolis,IN46204 		11-3725157 501(c)(3) 28,050       CULTURAL PROGRAMS SUPPORT
(29) Boys & Girls Clubs of Indianapolis2236 E 10th StSuite 200
Indianapolis,IN46201 		35-0888754 501(c)(3) 28,050       TRIPLE PLAY PROGRAM
(30) Connect2Help3901 N Meridian StSuite 300
Indianapolis,IN46208 		31-1216792 501(c)(3) 28,050       PROGRAM SUPPORT
(31) Flanner House2424 Dr Martin Luther King Jr
Indianapolis,IN46208 		35-0942628 501(c)(3) 28,050       CENTER FOR WORKING FAMILIES
(32) Gleaners Food Bank of Indiana Inc3737 Waldemere Ave
Indianapolis,IN462417234 		35-1483868 501(c)(3) 28,050       WEEKEND FOOD FOR KIDS
(33) Harrison Center for the Arts Inc1505 North Delaware
Indianapolis,IN46202 		01-0798626 501(c)(3) 28,050       URBAN LIVING CENTER
(34) Hawthorne Community Center2440 W Ohio St
Indianapolis,IN46222 		35-0874274 501(c)(3) 28,050       CENTER FOR WORKING FAMILIES
(35) Indiana Historical Society450 W Ohio St
Indianapolis,IN46202 		35-0876384 501(c)(3) 28,050       INDIANA EXPERIENCE
(36) Indianapolis Neighborhood Resource Center1802 N Illinois St
Indianapolis,IN462021318 		35-1909230 501(c)(3) 28,050       PROGRAM SUPPORT
(37) John H Boner Community Center2236 E 10th St
Indianapolis,IN462012099 		23-7204495 501(c)(3) 28,050       CENTER FOR WORKING FAMILIES
(38) Lacy Leadership Association615 N Alabama StSuite A
Indianapolis,IN46204 		35-2054817 501(c)(3) 28,050       PROGRAM SUPPORT
(39) Lutheran Child and Family Services of Indiana Inc1525 N Ritter Ave
Indianapolis,IN462193096 		35-0868123 501(c)(3) 28,050       PROGRAM SUPPORT
(40) Marion County Commission on Youth3901 N Meridian StSuite 201
Indianapolis,IN462080409 		35-1900516 501(c)(3) 28,050       PROGRAM SUPPORT
(41) Mary Rigg Neighborhood Center1920 W Morris St
Indianapolis,IN46221 		35-0868954 501(c)(3) 28,050       CENTER FOR WORKING FAMILIES
(42) Pathway To Recovery Inc2135 N Alabama St
Indianapolis,IN46202 		35-1820889 501(c)(3) 28,050       PROGRAM SUPPORT
(43) Planned Parenthood of Indiana Inc200 S Meridian StPO Box 397
Indianapolis,IN46206 		35-0874276 501(c)(3) 28,050       PROGRAM SUPPORT
(44) Play Ball Indiana7160 Zionsville Rd
Indianapolis,IN46268 		31-1032580 501(c)(3) 28,050       CAPACITY BUILDING
(45) Southeast Community Services Inc901 S Shelby St
Indianapolis,IN46203 		35-1318068 501(c)(3) 28,050       CENTER FOR WORKING FAMILIES
(46) The Nature Conservancy in Indiana620 E Ohio St
Indianapolis,IN462022418 		53-0242652 501(c)(3) 28,050       PROGRAM SUPPORT
(47) WFYI TelePlex1630 N Meridian St
Indianapolis,IN46202 		35-1147600 501(c)(3) 28,050       PROGRAM SUPPORT
(48) The Indianapolis Public Library Foundation IncPO Box 6134
Indianapolis,IN462066134 		23-7016089 501(c)(3) 26,960       AWE LITERACY STATIONS
(49) HealthNet Inc3401 E Raymond St
Indianapolis,IN46203 		35-1579827 501(c)(3) 25,245       HOMELESS INITIATIVE PROGRAM
(50) Greater Indianapolis Progress Committee200 E Washington StSuite 2501
Indianapolis,IN46204 		35-1109966 501(c)(3) 25,245       NATIONAL URBAN FELLOW
(51) Indiana Repertory Theatre Inc140 W Washington St
Indianapolis,IN462043465 		35-1186290 501(c)(3) 24,123       STUDENT MATINEE PROGRAM
(52) Christamore House502 N Tremont StRoom 310
Indianapolis,IN46222 		35-0885588 501(c)(3) 22,440       PROGRAM SUPPORT
(53) Damien Center26 N Arsenal Ave
Indianapolis,IN46201 		35-1711878 501(c)(3) 22,440       PROGRAM SUPPORT
(54) Dove Recovery House for Women14 N Highland Ave
Indianapolis,IN46202 		35-2120680 501(c)(3) 22,440       PROGRAM SUPPORT
(55) Fathers and Families ResourceResearch Center2835 N Illinois St
Indianapolis,IN46208 		35-2069047 501(c)(3) 22,440       PROGRAM SUPPORT
(56) Indianapolis Neighborhood Housing Partnership3550 N Washington Blvd
Indianapolis,IN462053719 		35-1742559 501(c)(3) 22,440       PROGRAM SUPPORT
(57) Ivy Tech Community College50 W Fall Creek Pkwy N Dr
Indianapolis,IN46208 		23-7073977 501(c)(3) 22,440       PROGRAM SUPPORT
(58) La Plaza Inc8902 E 38th St
Indianapolis,IN46226 		30-0029575 501(c)(3) 22,440       PROGRAM SUPPORT
(59) Madame Walker Theatre Center Inc617 Indiana Ave4th Floor
Indianapolis,IN462023173 		31-0970108 501(c)(3) 22,440       PROGRAM SUPPORT
(60) NPower Indiana5255 Winthrop AveSuite 140
Indianapolis,IN46220 		30-0124443 501(c)(3) 22,440       PROGRAM SUPPORT
(61) Prevent Blindness Indiana70 E 91st StSuite 204
Indianapolis,IN46240 		35-6040676 501(c)(3) 22,440       CHILDREN'S VISION SCREENING
(62) Reach for Youth Inc3505 N Washington Blvd
Indianapolis,IN462053718 		23-7456842 501(c)(3) 22,440       PROGRAM SUPPORT
(63) Reach Out and Read Inc56 Roland StSuite 100D
Charlestown,MA02129 		04-3481253 501(c)(3) 22,440       PROGRAM SUPPORT
(64) School on Wheels2815 E 62nd StSuite 200
Indianapolis,IN46220 		35-2151003 501(c)(3) 22,440       PROGRAM SUPPORT
(65) Westminster Neighborhood Ministries445 N State AvePO Box 11465
Indianapolis,IN462010465 		35-1279675 501(c)(3) 22,440       PROGRAM SUPPORT
(66) Westside Community Development Corp2232 W Michigan St
Indianapolis,IN46222 		35-1643969 501(C)(3) 22,440       FAMILIES IN TRANSITION
(67) IUPUI University Library755 W Michigan St
Indianapolis,IN462025195 		35-6001673 N/A 20,620       PROGRAM SUPPORT
(68) Concord Neighborhood Center1310 S Meridian St
Indianapolis,IN46225 		35-0817149 N/A 19,635       FAMILY SOCIAL SERVICES
(69) Keep Indianapolis Beautiful Inc1029 Fletcher AveSuite 100
Indianapolis,IN46203 		31-1005792 501(c)(3) 19,635       MARTINDALE BRIGHTWOOD
(70) Lafayette Square Area CoalitionWestview Hospital3630 Guion Rd
Indianapolis,IN46222 		20-4008623 501(c)(3) 19,635       PROGRAM SUPPORT
(71) Stopover Inc2236 E 10th St
Indianapolis,IN462012099 		35-1361111 501(c)(3) 19,635       CRISIS INTERVENTION PROGRAM
(72) VSA Indiana1505 N Delaware St
Indianapolis,IN46202 		35-1529183 501(c)(3) 19,074       PROGRAM SUPPORT
(73) Dyslexia Institute of Indiana Inc8395 Keystone CrossingSte 102
Indianapolis,IN46240 		35-1780312 501(c)(3) 18,513       READY, SET, READ!
(74) Families First615 N Alabama StSuite 320
Indianapolis,IN46204 		35-0877572 501(c)(3) 16,830       FAMILY ENRICHMENT PROGRAM
(75) Indianapolis Congregation Action Network337 N Warman Ave
Indianapolis,IN46222 		45-2349567 N/A 16,830       PROGRAM SUPPORT
(76) Indy ReadsLibrary Services Center2450 N Meri
Indianapolis,IN46208 		31-1227489 501(c)(3) 16,830       PROGRAM SUPPORT
(77) Kaleidoscope Youth Center Inc4186 N Broadway St
Indianapolis,IN46205 		35-1871411 501(c)(3) 16,830       BUILDING BLOCKS
(78) Mapleton-Fall Creek Development Corporation130 E 30th St
Indianapolis,IN46205 		35-1654999 501(c)(3) 16,830       POCKET PARKS
(79) Peace Learning Center6040 DeLong Rd
Indianapolis,IN46254 		35-2067284 501(c)(3) 16,830       PROGRAM SUPPORT
(80) Trusted Mentors872 Virginia Ave
Indianapolis,IN46203 		26-2661971 501(c)(3) 16,830       PROGRAM SUPPORT
(81) Englishton Park United Presbyterian Ministries InPO Box 240
Lexington,IN47138 		23-7378186 501(c)(3) 15,428       PROGRAM SUPPORT
(82) Cancer Support Community - Central Indiana Inc5150 W 71st St
Indianapolis,IN46268 		35-1902427 501(c)(3) 14,025       CAPACITY BUILDING
(83) East 10th United Methodist Children & Youth Center2327 E 10th St
Indianapolis,IN46201 		35-1976975 N/A 14,025       PROGRAM SUPPORT
(84) Improving Kids' Environment1111 E 54th StSuite 212
Indianapolis,IN46220 		20-0165700 501(C)(3) 14,025       PROGRAM SUPPORT
(85) Indiana Landmarks340 W Michigan
Indianapolis,IN46202 		35-1162873 501(c)(3) 14,025       LANDMARKS CENTER BUILDING IMPROVEMENTS
(86) International Center of Indianapolis Inc32 E Washington StSuite 1625
Indianapolis,IN46204 		35-1300785 501(c)(3) 14,025       INTERNATIONAL CENTER FESTIVAL FUND
(87) President Benjamin Harrison Foundation Inc1230 N Delaware St
Indianapolis,IN46202 		35-1117501 501(c)(3) 14,025       2011 WINDOWS TO THE PAST
(88) Seeds of Hope Inc1425 S Mickley Ave
Indianapolis,IN462413221 		35-2086855 501(c)(3) 14,025       PROGRAM SUPPORT
(89) Teachers' Treasures1800 E 10th St
Indianapolis,IN46201 		35-2100375 501(c)(3) 14,025       PROGRAM SUPPORT
(90) The Julian Center Inc2011 N Meridian St
Indianapolis,IN46202 		35-1346514 501(c)(3) 14,025       PROGRAM SUPPORT
(91) MSD of Wayne Township1220 S High School Rd
Indianapolis,IN46241 		32-2045045 N/A 13,947       CIRCULATION SYSTEM
(92) Ben Davis High School Library1200 N Girls School Rd
Indianapolis,IN462146699 		35-1072270 N/A 13,000       COLLECTION DEVELOPMENT
(93) North Central High School Library1801 E 86th St
Indianapolis,IN462402345 		35-6005690 N/A 13,000       COLLECTION DEVELOPMENT
(94) Warren Central High School Library9500 E 16th St
Indianapolis,IN46229 		35-6006000 N/A 13,000       COLLECTION DEVELOPMENT
(95) Step-Up Inc850 N Meridian StFirst Floor
Indianapolis,IN46204 		35-2145743 501(C)(3) 12,412       YOUTH AT RISK PROGRAM
(96) Franklin Central High School Library6215 S Franklin Rd
Indianapolis,IN46259 		35-1105649 N/A 11,500       COLLECTION DEVELOPMENT
(97) Lawrence Central High School Library7300 E 56th St
Indianapolis,IN46226 		35-6006802 N/A 11,500       COLLECTION DEVELOPMENT
(98) Lawrence North High School Library7802 N Hague Rd
Indianapolis,IN46256 		35-6006802 N/A 11,500       COLLECTION DEVELOPMENT
(99) Perry Meridian High School Library401 W Meridian School Rd
Indianapolis,IN46217 		35-6006777 N/A 11,500       COLLECTION DEVELOPMENT
(100) Pike High School Library5401 W 71st St
Indianapolis,IN46268 		35-6006872 N/A 11,500       COLLECTION DEVELOPMENT
(101) Southport High School Library971 E Banta Rd
Indianapolis,IN462272299 		35-6006777 N/A 11,500       COLLECTION DEVELOPMENT
(102) accessABILITYCenter for Independent Living Inc5302 E Washington St
Indianapolis,IN46219 		35-1722998 501(C)(3) 11,220       YOUTH ACHIEVING INDEPENDENT LIVING
(103) Hope Academy The Recovery High School at Fairbanks8102 Clearvista Parkway
Indianapolis,IN46250 		20-3094377 501(c)(3) 11,220       STARR PROGRAM
(104) Indianapolis Art Center820 E 67th St
Indianapolis,IN46220 		35-1088735 501(c)(3) 11,220       ARTREACH PROGRAM
(105) Outside the Box Inc5420 N College AveSuite 100
Indianapolis,IN46220 		41-2261668 501(c)(3) 11,220       STUDIOTB PROGRAM
(106) Noble of Indiana7701 E 21st St
Indianapolis,IN462192406 		35-0924720 501(c)(3) 10,342       TECHNOLOGY ENHANCEMENTS
(107) The Children's Museum of Indianapolis3000 N Meridian StPO Box 3000
Indianapolis,IN462063000 		35-0867985 501(c)(3) 10,280       TAKE ME THERE PROGRAM
(108) Partners in Housing Development Corporation2811 E 10th StSuite D
Indianapolis,IN46201 		35-1917637 501(c)(3) 9,537       PROGRAM SUPPORT
(109) Decatur Central High School Library5251 Kentucky Ave
Indianapolis,IN462213616 		35-1097820 N/A 9,500       COLLECTION DEVELOPMENT
(110) Ben Davis Ninth Grade Center Library1150 N Girls School Rd
Indianapolis,IN462143401 		35-1072270 N/A 8,500       COLLECTION DEVELOPMENT
(111) Roncalli High School Library3300 Prague Rd
Indianapolis,IN46227 		35-1153685 501(C)(3) 8,500       COLLECTION DEVELOPMENT
(112) Art With a Heart6002 Sunnyside Rd
Indianapolis,IN46236 		02-0570317 501(c)(3) 8,415       PROGRAM SUPPORT
(113) Asante Children's TheatrePO Box 22344502 N Tremont
Indianapolis,IN46222 		35-2203194 501(c)(3) 8,415       ACT ACADEMY PROGRAM
(114) Butler University4600 Sunset Ave
Indianapolis,IN46208 		35-0867977 501(c)(3) 8,415       ARTS EDUCATION
(115) Crossroads of America CouncilBoy Scouts of Americ7125 Fall Creek Rd N
Indianapolis,IN46256 		35-0867962 501(c)(3) 8,415       SCOUTREACH PROGRAM
(116) New Light Christian Church2902 Cold Spring Rd
Indianapolis,IN46222 		42-1551946 501(c)(3) 8,415       M-POWER YOUTH MENTORING
(117) The Mozel Sanders Foundation709 N Belmont Ave
Indianapolis,IN46222 		35-2025644 501(c)(3) 8,415       2011 THANKSGIVING MEALS
(118) Arlington Community High School Library4825 N Arlington Ave
Indianapolis,IN462262499 		35-6002486 N/A 8,000       COLLECTION DEVELOPMENT
(119) Beech Grove High School Library5330 Hornet Ave
Beech Grove,IN461072306 		35-6002175 N/A 8,000       COLLECTION DEVELOPMENT
(120) Brebeuf Jesuit Preparatory School Library2801 W 86th St
Indianapolis,IN46268 		35-1062640 501(C)(3) 8,000       COLLECTION DEVELOPMENT
(121) Broad Ripple High School Library1115 Broad Ripple Ave
Indianapolis,IN462202098 		35-6002486 N/A 8,000       COLLECTION DEVELOPMENT
(122) Cardinal Ritter High School Library3360 W 30th St
Indianapolis,IN462222139 		35-1096103 501(c)(3) 8,000       COLLECTION DEVELOPMENT
(123) Emmerich Manual High School Library2405 S Madison Ave
Indianapolis,IN46225 		35-6002486 N/A 8,000       COLLECTION DEVELOPMENT
(124) John Marshall Community School Library10101 E 38th St
Indianapolis,IN46236 		35-6002486 N/A 8,000       COLLECTION DEVELOPMENT
(125) Northwest High School Library5525 W 34th St
Indianapolis,IN46224 		35-6002486 N/A 8,000       COLLECTION DEVELOPMENT
(126) Pike High School Freshman Center Library6801 Zionsville Rd
Indianapolis,IN46268 		35-6006872 N/A 8,000       COLLECTION DEVELOPMENT
(127) Thomas Carr Howe Academy Library4900 Julian Ave
Indianapolis,IN46201 		35-6002486 N/A 8,000       COLLECTION DEVELOPMENT
(128) College Mentors for Kids Inc212 W 10th StSuite B260
Indianapolis,IN46202 		35-2002052 501(c)(3) 7,293       PROGRAM SUPPORT
(129) Indiana Grantmakers Alliance32 East Washington St1100 Symphony
Indianapolis,IN462043583 		35-1835134 501(c)(3) 7,013       MEMBERSHIP DUES
(130) Ben Davis University High School Library1155 S High School Rd
Indianapolis,IN46214 		35-1072270 N/A 6,000       COLLECTION DEVELOPMENT
(131) Crispus Attucks Medical Magnet High School Librar1140 Dr Martin Luther King Jr St
Indianapolis,IN46202 		35-6002486 N/A 6,000       COLLECTION DEVELOPMENT
(132) George Washington Community School Library2215 W Washington St
Indianapolis,IN46222 		35-6002486 N/A 6,000       COLLECTION DEVELOPMENT
(133) Heritage Christian School Library6401 E 75th St
Indianapolis,IN46250 		35-1111818 501(c)(3) 6,000       COLLECTION DEVELOPMENT
(134) Park Tudor School Library7200 N College Ave
Indianapolis,IN46240 		35-0909976 501(c)(3) 6,000       COLLECTION DEVELOPMENT
(135) Shortridge High School Library3401 N Meridian st
Indianapolis,IN46208 		35-6002486 N/A 6,000       COLLECTION DEVELOPMENT
(136) Speedway High School Library5357 W 25th St
Indianapolis,IN462243998 		35-6002509 N/A 6,000       COLLECTION DEVELOPMENT
(137) Council On Foundations2121 Crystal DrSuite 700
Arlington,VA22202 		13-6068327 501(c)(3) 5,823       MEMBERSHIP DUES
(138) Best Buddies Indiana8604 Allisonville RdSte 165
Indianapolis,IN46250 		52-1614576 501(c)(3) 5,610       MARION COUNTY FRIENDSHIP PROJECT
(139) Freetown Village IncPO Box 1041
Indianapolis,IN462061041 		35-1609921 501(c)(3) 5,610       CAPACITY BUILDING
(140) Indianapolis Children's Choir4600 Sunset Ave
Indianapolis,IN46208 		35-1690755 501(c)(3) 5,610       PROGRAM SUPPORT
(141) Little Red Door Cancer Agency1801 N Meridian St
Indianapolis,IN46202 		35-0914096 501(c)(3) 5,610       PROGRAM SUPPORT
(142) The Salvation Army3100 N Meridian St
Indianapolis,IN46208 		35-0868167 501(c)(3) 5,610       TREE OF LIGHTS
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
113
3
Enter total number of other organizations listed in the line 1 table ......................... . Bullet Image
30
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2011

Schedule I (Form 990) 2011
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Use Schedule I-1 (Form 990) if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance













Part IV
Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information.
Identifier Return Reference Explanation
MONITORING THE USE OF GRANT FUNDS SCHEDULE I PART I QUESTION 2 When making a grant, the foundation verifies the grantee organization's charitable status and that the grantee is compliant with all conditions and past grant reporting requirements. We will not award a new grant to the organization until overdue grant reports have been submitted and approved by the assigned foundation staff. Staff compares the report with the purpose of the grant and follows up with the organization regarding any concerns. For large or conditional grants, foundation staff may conduct conversations or site visits prior to, during, and after a grant is issued. A letter accompanying all grant payments includes the grant purpose and reporting requirements if applicable (greater than $25,000). The letter also includes language that states the grant funds must be used solely for the charitable purposes described in the letter, and that any unused funds must be returned to the foundation immediately unless an amended grant purpose is authorized by the foundation in writing.
Schedule I (Form 990) 2011


Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990,
Part IV, question 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
THE INDIANAPOLIS FOUNDATION
 
Employer identification number

35-0868115
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all the expenses described above? If "No," complete Part III to explain....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
officers, directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? ....
2
 
 
3
Indicate which, if any, of the following the organization uses to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ...............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? ........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? ........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 50053T
Schedule J (Form 990) 2011

Schedule J (Form 990) 2011
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.

Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and column (E) for that individual.
(A) Name (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1) BRIAN E PAYNE (i)
(ii)		 34,871
255,717 		0
0 		0
0 		1,176
8,624 		3,070
22,515 		39,117
286,856 		0
0
(2) KAY WHITAKER (i)
(ii)		 18,758
137,557 		0
0 		0
0 		755
5,538 		187
1,374 		19,700
144,469 		0
0
(3) ROBERT A MACPHERSON (i)
(ii)		 13,818
124,368 		0
0 		0
0 		568
5,113 		1,762
15,854 		16,148
145,335 		0
0













Schedule J (Form 990) 2011

Schedule J (Form 990) 2011
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for any additional information.
Identifier Return Reference Explanation
Schedule J (Form 990) 2011

Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2011
Open to Public
Inspection
Name of the organization
THE INDIANAPOLIS FOUNDATION
 
Employer identification number

35-0868115
Identifier Return Reference Explanation
STATEMENTS REGARDING OTHER IRS FILINGS & TAX COMPLIANCE FORM 990 PART V QUESTION 2A & 2B The Indianapolis Foundation employees are paid through a common paymaster. The Central Indiana Community Foundation Inc. (CICF) is the common paymaster (CICF EIN#35-1793680). CICF files all required federal employment tax returns, which include all of The Indianapolis Foundation employees.
GOVERNANCE, MANAGEMENT & DISCLOSURE FORM 990 PART VI QUESTION 2: Alan Levin and D. William Moreau, Jr. are law partners for Barnes & Thornburg LLP. Mr. Levin is the managing partner and Mr. Moreau is the governmental affairs partner. QUESTION 6: The Indianapolis Foundation does not have members or stockholders; however, each member of the Board of Trustees as appointed in accordance with the Amended Resolution establishing The Indianapolis Foundation dated January 12, 1978, shall be a Trustee Director of the Central Indiana Community Foundation. The Board of Trustees are appointed as follows: two are appointed by the Mayor of Indianapolis, two are appointed by the Marion County Circuit Court, and two by the Federal District Court for the Southern District of Indiana. QUESTION 11B: FOLLOWING A DETAILED REVIEW BY THE CHIEF FINANCIAL OFFICER AND AN INDEPENDENT ACCOUNTING FIRM, THE FORM 990 AND SCHEDULES ARE PROVIDED TO ALL BOARD MEMBERS PRIOR TO SUBMISSION TO THE IRS. QUESTION 12C: Conflict of interest policies are completed annually by all board members and staff. The policy statements are reviewed annually by officers of The Indianapolis Foundation. A conflict of interest log is maintained with the name and relationship, if any, with other board members. When Foundation business is being conducted and there is a conflict, the board or staff members abstain from voting on related matters. This is documented in board minutes. QUESTION 15A & 15B: Comparative compensation information is gathered by the human resource manager and used to determine appropriateness of individual compensation for all employees as part of the annual review and budgeting process. This review is performed by the CEO, CFO, and COO. The Chairman of the Board of Directors performs a review and makes a recomendation for compensation adjustments for the CEO. The last review was in APRIL 2011. QUESTION 19: THE PUBLIC DISCLOSURE COPY OF FORM 990, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND THE FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
RECONCILIATION OF NET ASSETS PART XI LINE 5 NET UNREALIZED LOSS ON INVESTMENTS ($4,543,349) CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT (1,022) TRANSFERS (553,865) UNREALIZED PENSION EXPENSE (166,317) TOTAL: ($5,264,553)
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:CYNTHIA SIMON SKJODT TITLE:BOARD MEMBER HOURS:2
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:GREGORY F. HAHN TITLE:BOARD MEMBER HOURS:2
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:ALAN A. LEVIN TITLE:BOARD CHAIR HOURS:2
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:D. WILLIAM MOREAU, JR. TITLE:VICE-CHAIR HOURS:2
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:SARAH WILSON OTTE TITLE:SECRETARY HOURS:2
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:MILTON O. THOMPSON TITLE:BOARD MEMBER HOURS:2
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:BRIAN E. PAYNE TITLE:PRESIDENT & CEO HOURS:35
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:KAY WHITAKER TITLE:CHIEF FINANCIAL OFFICER HOURS:35
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:ROBERT A. MACPHERSON TITLE:VP DEVELOPMENT HOURS:36
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:GREGORY E. LYNN TITLE:VP REAL ESTATE HOURS:38
HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:ELIZABETH TATE TITLE:VP GRANTMAKING HOURS:30
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2011

Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.

OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
THE INDIANAPOLIS FOUNDATION
 
Employer identification number

35-0868115
Part I
Identification of Disregarded Entities (Complete if the organization answered "Yes" on Form 990, Part IV, line 33.)
(a)
Name, address, and EIN of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income
(e)
End-of-year assets


 		(f)
Direct controlling
entity

















Part II
Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.)
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section
(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled organization
Yes No
(1) CENTRAL INDIANA COMMUNITY FOUNDATION

615 N ALABAMA ST SUITE 119

INDIANAPOLIS,IN46204
35-1793680 		CHARITABLE IN 501(C)(3) 7 NA
 
 
No
(2) THE WILLIAM E ENGLISH FOUNDATION

615 N ALABAMA ST SUITE 119

INDIANAPOLIS,IN46204
35-0929970 		CHARITABLE IN 501(C)(3) 11A NA
 
Yes
 
(3) TECHPOINT FOUNDATION

615 N ALABAMA ST SUITE 119

INDIANAPOLIS,IN46204
35-1862468 		CHARITABLE IN 501(C)(3) 11A NA
 
 
No
(4) INDIANAPOLIS PARKS FOUNDATION

615 NORTH ALABAMA ST SUITE 119

INDIANAPOLIS,IN46204
35-1860468 		CHARITABLE IN 501(C)(3) 11A NA
 
 
No
(5) MCCAW FAMILY FOUNDATION

615 NORTH ALABAMA ST SUITE 119

INDIANAPOLIS,IN46204
35-2057394 		CHARITABLE IN 501(C)(3) 11A NA
 
 
No




For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.)
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V—UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)
(a)
Name, address, and EIN of related organization



 		(b)
Primary activity



 		(c)
Legal domicile
(state or
foreign
country)
 		(d)
Direct controlling
entity


 		(e)
Type of entity
(C corp, S corp,
or trust)

 		(f)
Share of total income



 		(g)
Share of
end-of-year
assets

 		(h)
Percentage
ownership












Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 3
Part V
Transactions With Related Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35, 35A, or 36.)
Note. Complete line 1 if any entity is listed in Parts II, III or IV.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
 
No
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
 
No
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
Yes
 
k Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
 
No
m Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1n
Yes
 
o Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
Yes
 
p Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
 
No
q Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
 
No
r Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of other organization 		(b)
Transaction
type(a-r) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1)
(2)
(3)
(4)
(5)
(6)
Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 37.)
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(e)
Are all
partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V—UBI
amount in box
20 of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
Page 5
Part VII
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R (see instructions).
Identifier Return Reference Explanation
Additional Data


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