Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2011
For calendar year 2011, or tax year beginning 12-01-2011 , and ending 11-30-2012
G
Check all that apply:
Name of foundation
Word & Deed Foundation of IMMI Inc
 
% ANTHONY M SCHELONKA
Number and street (or P.O. box number if mail is not delivered to street address)1919 EAST 191ST STREET   Room/suite
City or town, state, and ZIP code
WESTFIELD, IN46074
A Employer identification number

35-1859427
B Telephone number (see page 10 of the instructions)

(317) 896-9531
C bullet
D 1. bullet
H Check type of organization:
2. bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$6,635,566
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see page 11 of the instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 1,714,443
2 Check bullet
3 Interest on savings and temporary cash investments 71,102 71,102  
4 Dividends and interest from securities...... 91,469 91,469  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -121,499
b Gross sales price for all assets on line 6a 2,427,919
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications........... 500
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,755,515 162,571 500
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 85 0 0 85
b Accounting fees (attach schedule)....... 4,465 0 0 4,465
c Other professional fees (attach schedule).... 16,677 16,677    
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions) 2,828      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 11,802     11,802
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 35,857 16,677 0 16,352
25 Contributions, gifts, grants paid........ 1,547,649 1,547,649
26 Total expenses and disbursements. Add lines 24 and 25 1,583,506 16,677 0 1,564,001
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 172,009
b Net investment income (if negative, enter -0-) 145,894
c Adjusted net income (if negative, enter -0-)... 500
For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions.
Cat. No. 11289X Form 990-PF (2011)
Form 990-PF (2011)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 2,000 842,142 842,142
2 Savings and temporary cash investments.......... 2,161,243 1,990,592 1,977,262
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet340,000
Less: allowance for doubtful accounts bullet250,000 590,000 Click to see attachment90,000 90,000
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 3,567,670 Click to see attachment3,570,688 3,726,162
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,320,913 6,493,422 6,635,566
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 6,320,913 6,493,422
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 6,320,913 6,493,422
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 6,320,913 6,493,422
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 6,320,913
2 Enter amount from Part I, line 27a..................... 2 172,009
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 500
4 Add lines 1, 2, and 3.......................... 4 6,493,422
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 6,493,422
Form 990-PF (2011)
Form 990-PF (2011)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b) How acquired
P—Purchase
D—Donation
(c) Date acquired
(mo., day, yr.)
(d) Date sold
(mo., day, yr.)
1 a BANK OF AMERICA CORP MED P 2011-04-19 2011-12-29
b MERCK & CO INC FLOAT P 2011-12-29 2012-02-14
c GEN ELEC CAP CORP GLOBAL NOTES P 2011-08-17 2012-02-15
d BERKSHIRE HATHAWAY FIN NOTES P 2011-08-31 2012-05-15
e EMERSON ELEC CO FLOATING RATE P 2011-05-24 2012-05-21
EXPRESS SCRIPTS INC P 2011-10-13 2012-06-15
PRUDENTIAL FINANCIAL INC P 2011-11-03 2012-06-15
SUNTRUST BANKS P 2012-01-05 2012-11-05
GE CAPITAL CORP INTERNOTES MED P 2012-03-29 2012-11-28
ISHARES RUSSELL 1000 VALUE P 2011-11-04 2012-05-31
FMC TECHNOLOGIES INC P 2011-07-18 2011-12-09
SCHLUMBERGER LTD P 2011-07-18 2011-12-14
RANGE RES CORP COM P 2011-09-30 2011-12-15
RANGE RES CORP COM P 2011-09-30 2011-12-15
PERRIGO CO COM P 2011-07-18 2011-12-28
APPLE COMPUTER INC COM P 2011-07-18 2011-12-30
PERRIGO CO COM P 2011-07-18 2011-12-30
GOOGLE INC COM P 2011-07-18 2012-01-11
CME GROUP INC COM P 2011-07-18 2012-01-13
PEABODY ENERGY CORP COM P 2011-08-30 2012-01-13
PEABODY ENERGY CORP COM P 2011-08-30 2012-01-13
CTRIPCOM INTERNATIONAL P 2011-07-18 2012-01-13
GOOGLE INC COM P 2011-07-18 2012-01-13
CTRIPCOM INTERNATIONAL P 2011-07-18 2012-01-17
SCHLUMBERGER LTD P 2011-07-18 2012-01-18
SCHLUMBERGER LTD P 2011-07-18 2012-01-19
SCHLUMBERGER LTD P 2011-07-18 2012-01-19
CTRIPCOM INTERNATIONAL P 2011-07-18 2012-01-20
CTRIPCOM INTERNATIONAL P 2011-10-05 2012-01-20
CME GROUP INC COM P 2011-07-18 2012-01-24
SCHLUMBERGER LTD P 2011-07-18 2012-01-25
DEERE & CO COM P 2011-07-18 2012-01-25
VARIAN MEDICAL SYS INC COM P 2011-07-18 2012-01-25
CITRIX SYS INC COM P 2011-07-18 2012-01-30
FMC TECHNOLOGIES INC P 2011-07-18 2012-02-02
ABERCROMBIE & FITCH CO CL A P 2011-08-19 2012-02-02
ABERCROMBIE & FITCH CO CL A P 2011-08-24 2012-02-02
ABERCROMBIE & FITCH CO CL A P 2011-10-12 2012-02-02
ABERCROMBIE & FITCH CO CL A P 2012-01-11 2012-02-02
ABERCROMBIE & FITCH CO CL A P 2012-01-19 2012-02-02
DEERE & CO COM P 2011-07-18 2012-02-08
INTUITIVE SURGICAL COM P 2011-07-18 2012-02-10
AMERICAN TOWER CORP CL A COM P 2011-07-18 2012-02-10
DEERE & CO COM P 2011-07-18 2012-02-13
DEERE & CO COM P 2011-07-18 2012-02-15
EDWARDS LIFESCIENCES CORP P 2011-07-18 2012-02-15
LINKEDIN CORP P 2011-11-22 2012-02-27
CITRIX SYS INC COM P 2011-07-18 2012-02-27
GENERAL MLS INC COM P 2011-09-27 2012-02-27
GENERAL MLS INC COM P 2011-09-27 2012-03-01
GENERAL MLS INC COM P 2011-09-27 2012-03-02
CITRIX SYS INC COM P 2011-07-18 2012-03-12
DEERE & CO COM P 2011-07-18 2012-03-12
DEERE & CO COM P 2011-07-18 2012-03-12
ESTEE LAUDER COMPANIES P 2011-07-18 2012-03-21
SHIRE LIMITED ADS P 2011-07-18 2012-03-22
ORACLE CORP COM P 2011-07-18 2012-03-26
SCHLUMBERGER LTD P 2011-07-18 2012-03-26
SCHLUMBERGER LTD P 2011-07-18 2012-03-27
SCHLUMBERGER LTD P 2011-07-18 2012-03-28
SCHLUMBERGER LTD P 2011-10-18 2012-03-28
INTERCONTINENTALEXCHANGE COM P 2011-07-18 2012-03-29
CITRIX SYS INC COM P 2011-07-18 2012-04-02
CITRIX SYS INC COM P 2011-07-18 2012-04-12
PRICELINE COM P 2011-07-18 2012-04-13
OCCIDENTAL PETE CORP DEL P 2011-07-18 2012-04-19
YUM! BRANDS INC COM P 2011-07-18 2012-04-19
O'REILLY AUTOMOTIVE COM P 2011-07-18 2012-04-24
APPLE COMPUTER INC COM P 2011-07-18 2012-04-27
VERISIGN INC COM P 2011-07-18 2012-04-27
C H ROINSON WORLDWIDE INC P 2011-07-18 2012-04-30
CERNER CORP COM P 2011-07-18 2012-04-30
C H ROINSON WORLDWIDE INC P 2011-07-18 2012-05-01
VARIAN MEDICAL SYS INC COM P 2011-07-18 2012-05-01
CLIFFS NATURAL COM RESOURCES P 2011-07-18 2012-05-02
PERRIGO CO COM P 2011-07-18 2012-05-03
CLIFFS NATURAL COM RESOURCES P 2011-07-18 2012-05-04
LINKEDIN CORP P 2011-11-22 2012-05-04
FMC TECHNOLOGIES INC P 2011-07-18 2012-05-08
OCCIDENTAL PETE CORP DEL P 2011-07-18 2012-05-09
MICROSOFT CORP P 2012-01-11 2012-05-09
COGNIZANT TECHNOLOGY CL A P 2011-07-18 2012-05-10
COGNIZANT TECHNOLOGY CL A P 2011-07-18 2012-05-10
BAIDU INC COM P 2011-07-18 2012-05-14
OCCIDENTAL PETE CORP DEL P 2011-07-18 2012-05-14
BAIDU INC COM P 2011-07-18 2012-05-16
GOLDMAN SACHS GROUP P 2012-04-19 2012-05-16
MICROSOFT CORP P 2012-01-11 2012-05-18
GOLDMAN SACHS GROUP P 2012-04-19 2012-05-18
GOLDMAN SACHS GROUP P 2012-04-20 2012-05-18
MICROSOFT CORP P 2012-01-11 2012-05-18
MICROSOFT CORP P 2012-01-11 2012-05-18
FOSSIL INC P 2012-02-13 2012-05-21
FOSSIL INC P 2012-03-13 2012-05-21
ORACLE CORP COM P 2011-07-18 2012-05-21
MICROSOFT CORP P 2012-01-11 2012-05-21
MICROSOFT CORP P 2012-01-24 2012-05-21
MICROSOFT CORP P 2012-01-25 2012-05-21
J P MORGAN COM P 2011-07-18 2012-05-22
ORACLE CORP COM P 2011-07-18 2012-05-23
AUTODESK INC COM P 2012-03-16 2012-05-23
AUTODESK INC COM P 2012-03-21 2012-05-23
AUTODESK INC COM P 2012-03-22 2012-05-23
AUTODESK INC COM P 2012-03-26 2012-05-23
AUTODESK INC COM P 2012-03-26 2012-05-23
AUTODESK INC COM P 2012-03-29 2012-05-23
ORACLE CORP COM P 2011-07-18 2012-05-23
POLO RALPH LAUREN CORP CL A P 2011-07-18 2012-05-24
NETAPP INC COM P 2011-07-18 2012-05-25
NETAPP INC COM P 2011-07-18 2012-05-31
NETAPP INC COM P 2011-11-22 2012-05-31
NETAPP INC COM P 2011-12-28 2012-05-31
BAIDU INC COM P 2011-07-18 2012-05-31
J P MORGAN COM P 2011-07-18 2012-06-07
J P MORGAN COM P 2011-12-05 2012-06-07
J P MORGAN COM P 2012-01-30 2012-06-07
J P MORGAN COM P 2012-03-16 2012-06-07
FACEBOOK, INC P 2012-05-29 2012-06-07
E M C CORP MASS COM P 2011-07-18 2012-06-15
OCCIDENTAL PETE CORP DEL P 2011-07-18 2012-06-20
UNITEDHEALTH GROUP INC P 2011-07-18 2012-06-21
CONCHO RESOURCES COM P 2011-07-18 2012-06-22
FMC TECHNOLOGIES INC P 2011-07-18 2012-06-25
CAMERON INTERNATIONAL COM P 2012-02-08 2012-06-26
CAMERON INTERNATIONAL COM P 2012-02-13 2012-06-26
E M C CORP MASS COM P 2011-07-18 2012-06-26
CONCHO RESOURCES COM P 2011-07-18 2012-06-26
OCCIDENTAL PETE CORP DEL P 2011-07-18 2012-06-26
OCCIDENTAL PETE CORP DEL P 2011-09-02 2012-06-26
POLO RALPH LAUREN CORP CL A P 2011-07-18 2012-07-05
AMERITRADE HOLDING COM P 2011-07-18 2012-07-05
INFORMATICA CORP COM P 2012-05-09 2012-07-11
INFORMATICA CORP COM P 2012-06-15 2012-07-11
AMERICAN TOWER CORP CL A COM P 2011-07-18 2012-07-13
VERISIGN INC COM P 2011-07-18 2012-07-13
LINKEDIN CORP P 2011-11-22 2012-08-07
LINKEDIN CORP P 2011-11-29 2012-08-07
FACEBOOK, INC P 2012-05-29 2012-08-07
LINKEDIN CORP P 2011-11-29 2012-08-07
LINKEDIN CORP P 2012-03-14 2012-08-07
LINKEDIN CORP P 2012-03-14 2012-08-07
BAIDU INC COM P 2011-10-25 2012-09-11
BAIDU INC COM P 2011-10-25 2012-09-12
BAIDU INC COM P 2012-02-15 2012-09-12
BAIDU INC COM P 2012-07-26 2012-09-12
PERRIGO CO COM P 2012-02-13 2012-09-17
SCHLUMBERGER LTD P 2012-08-14 2012-09-20
BIOGEN IDEC COM P 2011-10-11 2012-10-02
CATERPILLAR INC DEL COM P 2012-01-18 2012-10-02
SHIRE LIMITED ADS P 2012-04-17 2012-10-05
CATERPILLAR INC DEL COM P 2012-01-18 2012-10-15
CATERPILLAR INC DEL COM P 2012-01-19 2012-10-15
CATERPILLAR INC DEL COM P 2012-01-25 2012-10-15
CATERPILLAR INC DEL COM P 2012-01-30 2012-10-15
CITRIX SYS INC COM P 2012-08-14 2012-10-16
CITRIX SYS INC COM P 2012-08-17 2012-10-16
CATERPILLAR INC DEL COM P 2012-01-30 2012-10-18
CATERPILLAR INC DEL COM P 2012-02-08 2012-10-18
CATERPILLAR INC DEL COM P 2012-04-18 2012-10-18
CAMERON INTERNATIONAL COM P 2012-02-13 2012-10-29
CAMERON INTERNATIONAL COM P 2012-02-13 2012-10-31
CAMERON INTERNATIONAL COM P 2012-05-01 2012-10-31
CAMERON INTERNATIONAL COM P 2012-05-01 2012-11-05
CAMERON INTERNATIONAL COM P 2012-08-01 2012-11-05
ALTERA CORP COM P 2011-12-31 2012-11-07
ALTERA CORP COM P 2011-12-13 2012-11-13
ALTERA CORP COM P 2012-05-04 2012-11-13
ALTERA CORP COM P 2012-05-23 2012-11-13
SCHLUMBERGER LTD P 2012-08-14 2012-11-14
SCHLUMBERGER LTD P 2012-08-15 2012-11-14
PROTECTIVE LIFE SECD TR FLOAT P 2009-10-14 2011-12-12
BEAR STEARNS CO INC P 2009-07-21 2012-02-01
PRINCIPAL LIFE INC FDG P 2009-12-22 2012-03-01
J P MORGAN CHASE GLOBAL NOTES P 2009-12-08 2012-03-15
J P MORGAN CHASE & CO GLOBAL P 2010-05-06 2012-03-15
GENERAL ELEC CAP CORP P 2009-07-21 2012-04-10
GENERAL ELEC CAP CORP P 2010-07-09 2012-04-10
LIFE INSURANCE FLOATING P 2010-02-17 2012-05-15
GENERAL ELEC CAP CORP NOTES P 2010-06-15 2012-06-15
GOLDMAN SACHS GROUP INC NOTES P 2010-09-07 2012-09-04
BANK OF AMERICA CORP SENIOR P 2010-03-17 2012-09-11
CATERPILLAR FIN SERV CRP P 2010-01-15 2012-09-17
GEN ELEC CAP CORP INTERNOTES P 2010-07-21 2012-09-17
PROTECTIVE LIFE CORP NOTES P 2009-10-22 2012-09-28
WELLS FARGO COMPANY SR P 2010-07-01 2012-10-23
GOLDMAN SACHS INC SENIOR P 2010-07-01 2012-11-01
PIMCO P 2005-03-16 2011-12-08
COLUMBIA VALUE & RESTRUCTURING P 2008-03-31 2012-05-29
PIMCO COMMODITY P 2005-06-16 2012-05-29
PIMCO COMMODITY P 2009-10-08 2012-05-29
PIMCO EMERGING LOCAL P 2010-06-02 2012-05-29
THIRD AVENUE VALUE FUND P 2009-10-08 2012-09-27
THIRD AVENUE VALUE FUND P 2011-02-28 2012-09-27
E M C CORP MASS COM P 2011-07-18 2012-07-19
UNITEDHEALTH GROUP INC P 2011-07-18 2012-07-24
UNITEDHEALTH GROUP INC P 2011-07-18 2012-07-30
LAS VEGAS SANDS CORP P 2011-07-18 2012-07-30
LAS VEGAS SANDS CORP P 2011-07-18 2012-07-30
COSTCO WHSL CORP P 2011-07-18 2012-08-02
PRICELINE COM P 2011-07-18 2012-08-13
PRICELINE COM P 2011-08-10 2012-08-13
BAIDU INC COM P 2011-07-18 2012-08-28
LAS VEGAS SANDS CORP P 2011-07-18 2012-08-28
BAIDU INC COM P 2011-07-18 2012-09-11
INTERCONTINENTALEXCHANGE COM P 2011-07-18 2012-09-11
PERRIGO CO COM P 2011-07-18 2012-09-17
SHIRE LIMITED ADS P 2011-07-18 2012-09-25
AMERITRADE HOLDING COM P 2011-07-18 2012-09-25
QUALCOMM INC COM P 2011-07-18 2012-10-01
AMERITRADE HOLDING COM P 2011-07-18 2012-10-02
SHIRE LIMITED ADS P 2011-07-18 2012-10-02
SHIRE LIMITED ADS P 2011-07-18 2012-10-05
O'REILLY AUTOMOTIVE COM P 2011-07-18 2012-10-11
UNITEDHEALTH GROUP INC P 2011-07-18 2012-10-16
O'REILLY AUTOMOTIVE COM P 2011-07-18 2012-10-19
AMERICAN TOWER CORP CL A COM P 2011-07-18 2012-10-22
INTERCONTINENTALEXCHANGE COM P 2011-07-18 2012-10-22
DANAHER CORP COM P 2011-07-18 2012-10-22
GOOGLE INC COM P 2011-07-18 2012-10-23
O'REILLY AUTOMOTIVE COM P 2011-07-18 2012-10-23
ALTERA CORP COM P 2011-07-18 2012-10-29
SALESFORCE COM P 2011-07-18 2012-10-29
FMC TECHNOLOGIES INC P 2011-07-18 2012-10-29
E M C CORP MASS COM P 2011-07-18 2012-10-29
VISA INC COM P 2011-07-18 2012-10-29
ALTERA CORP COM P 2011-07-18 2012-10-30
APPLE COMPUTER INC COM P 2011-07-18 2012-10-31
FMC TECHNOLOGIES INC P 2011-07-18 2012-10-31
ALTERA CORP COM P 2011-07-18 2012-11-07
ALTERA CORP COM P 2011-10-19 2012-11-07
EXPRESS SCRIPTS INC P 2011-07-18 2012-11-09
APPLE COMPUTER INC COM P 2011-07-18 2012-11-14
CONCHO RESOURCES COM P 2011-07-18 2012-11-14
APPLE COMPUTER INC COM P 2011-07-18 2012-11-14
INTERCONTINENTALEXCHANGE COM P 2011-07-18 2012-11-19
VERISIGN INC COM P 2011-07-18 2012-11-21
ILLINOIS TOOL WKS INC P 2011-07-18 2012-11-21
EDWARDS LIFESCIENCES CORP P 2011-07-18 2012-11-26
ILLINOIS TOOL WKS INC P 2011-07-18 2012-11-26
VERISIGN INC COM P 2011-07-18 2012-11-28
VERISIGN INC COM P 2011-09-26 2012-11-28
ILLINOIS TOOL WKS INC P 2011-07-18 2012-11-30
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a 49,500   49,223 277
b 74,250   74,221 29
c 25,000   25,649 -649
d 100,000   102,931 -2,931
e 193,538   192,309 1,229
100,000   102,810 -2,810
115,000   118,304 -3,304
100,000   102,756 -2,756
125,000   124,531 469
81,738   76,109 5,629
971   800 171
293   352 -59
386   384 2
640   640  
404   369 35
408   359 49
601   553 48
622   540 82
918   1,168 -250
648   808 -160
396   512 -116
432   849 -417
619   540 79
711   1,340 -629
493   616 -123
342   440 -98
415   529 -114
50   89 -39
428   548 -120
1,207   1,460 -253
660   792 -132
1,044   995 49
414   428 -14
1,142   1,311 -169
363   312 51
456   764 -308
332   457 -125
166   254 -88
747   800 -53
456   493 -37
620   580 40
492   363 129
819   698 121
440   414 26
441   415 26
814   1,005 -191
540   451 89
295   308 -13
1,143   1,184 -41
457   474 -17
493   513 -20
933   1,003 -70
1,190   1,244 -54
559   580 -21
563   480 83
512   497 15
920   1,024 -104
1,185   1,409 -224
1,215   1,497 -282
796   968 -172
506   465 41
836   763 73
549   540 9
765   771 -6
1,536   1,079 457
441   519 -78
288   226 62
768   519 249
559   360 199
456   372 84
790   1,045 -255
949   823 126
1,184   1,609 -425
2,143   2,353 -210
687   1,074 -387
945   831 114
1,240   1,953 -713
535   376 159
325   312 13
436   519 -83
341   308 33
2,345   3,080 -735
3,084   3,906 -822
498   578 -80
758   935 -177
863   1,012 -149
926   1,055 -129
694   644 50
202   235 -33
1,010   1,173 -163
184   168 16
184   167 17
864   1,200 -336
288   499 -211
749   925 -176
538   503 35
538   511 27
568   565 3
1,108   1,282 -174
1,590   2,049 -459
389   490 -101
359   491 -132
359   499 -140
30   42 -12
316   456 -140
345   509 -164
1,821   2,347 -526
863   815 48
537   833 -296
909   1,665 -756
369   469 -100
312   396 -84
472   578 -106
696   880 -184
537   510 27
696   823 -127
222   304 -82
454   544 -90
786   899 -113
593   727 -134
876   786 90
1,068   1,102 -34
249   267 -18
554   728 -174
213   283 -70
415   463 -48
595   643 -48
1,567   1,972 -405
247   259 -12
560   544 16
849   934 -85
336   508 -172
336   468 -132
852   645 207
520   406 114
97   76 21
579   397 182
841   1,344 -503
94   66 28
281   270 11
561   540 21
111   123 -12
330   371 -41
440   556 -116
440   472 -32
1,100   930 170
682   667 15
606   390 216
608   706 -98
442   466 -24
334   404 -70
334   416 -82
417   528 -111
334   449 -115
670   754 -84
871   985 -114
248   336 -88
414   565 -151
331   422 -91
356   397 -41
205   227 -22
513   512 1
533   563 -30
630   667 -37
93   107 -14
123   142 -19
246   285 -39
338   371 -33
68   74 -6
544   596 -52
100,000   94,756 5,244
50,000   52,931 -2,931
85,000   83,434 1,566
20,000   22,006 -2,006
20,000   21,631 -1,631
50,000   52,756 -2,756
55,000   58,121 -3,121
40,000   39,556 444
20,000   21,406 -1,406
25,000   26,961 -1,961
25,000   26,751 -1,751
60,000   61,836 -1,836
50,000   52,831 -2,831
25,000   26,705 -1,705
20,000   21,406 -1,406
15,000   15,921 -921
205,000   202,922 2,078
219,965   275,714 -55,749
20,622   51,994 -31,372
41,051   50,000 -8,949
85,000   83,076 1,924
81,560   76,696 4,864
14,148   13,304 844
351   408 -57
1,888   1,835 53
930   943 -13
522   673 -151
390   493 -103
292   245 47
2,328   2,157 171
1,164   1,051 113
776   1,012 -236
390   404 -14
556   722 -166
548   509 39
220   185 35
894   994 -100
609   710 -101
566   508 58
498   598 -100
790   895 -105
530   597 -67
519   389 130
634   576 58
738   584 154
374   269 105
522   509 13
267   269 -2
2,079   1,621 458
480   389 91
395   573 -178
594   613 -19
596   667 -71
2,045   2,260 -215
413   270 143
485   705 -220
1,183   718 465
760   845 -85
31   44 -13
403   459 -56
1,641   1,601 40
548   359 189
406   459 -53
2,180   1,436 744
516   509 7
1,122   914 208
652   639 13
595   640 -45
953   929 24
533   440 93
574   399 175
490   465 25
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69
(k) Excess of col. (i)
over col. (j), if any
a       277
b       29
c       -649
d       -2,931
e       1,229
      -2,810
      -3,304
      -2,756
      469
      5,629
      171
      -59
      2
       
      35
      49
      48
      82
      -250
      -160
      -116
      -417
      79
      -629
      -123
      -98
      -114
      -39
      -120
      -253
      -132
      49
      -14
      -169
      51
      -308
      -125
      -88
      -53
      -37
      40
      129
      121
      26
      26
      -191
      89
      -13
      -41
      -17
      -20
      -70
      -54
      -21
      83
      15
      -104
      -224
      -282
      -172
      41
      73
      9
      -6
      457
      -78
      62
      249
      199
      84
      -255
      126
      -425
      -210
      -387
      114
      -713
      159
      13
      -83
      33
      -735
      -822
      -80
      -177
      -149
      -129
      50
      -33
      -163
      16
      17
      -336
      -211
      -176
      35
      27
      3
      -174
      -459
      -101
      -132
      -140
      -12
      -140
      -164
      -526
      48
      -296
      -756
      -100
      -84
      -106
      -184
      27
      -127
      -82
      -90
      -113
      -134
      90
      -34
      -18
      -174
      -70
      -48
      -48
      -405
      -12
      16
      -85
      -172
      -132
      207
      114
      21
      182
      -503
      28
      11
      21
      -12
      -41
      -116
      -32
      170
      15
      216
      -98
      -24
      -70
      -82
      -111
      -115
      -84
      -114
      -88
      -151
      -91
      -41
      -22
      1
      -30
      -37
      -14
      -19
      -39
      -33
      -6
      -52
      5,244
      -2,931
      1,566
      -2,006
      -1,631
      -2,756
      -3,121
      444
      -1,406
      -1,961
      -1,751
      -1,836
      -2,831
      -1,705
      -1,406
      -921
      2,078
      -55,749
      -31,372
      -8,949
      1,924
      4,864
      844
      -57
      53
      -13
      -151
      -103
      47
      171
      113
      -236
      -14
      -166
      39
      35
      -100
      -101
      58
      -100
      -105
      -67
      130
      58
      154
      105
      13
      -2
      458
      91
      -178
      -19
      -71
      -215
      143
      -220
      465
      -85
      -13
      -56
      40
      189
      -53
      744
      7
      208
      13
      -45
      24
      93
      175
      25
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 -121,499
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see pages 13 and 17 of the instructions).
If (loss), enter -0- in Part I, line 8 . . . . . . . . . . . . .
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2010 2,501,531 6,713,182 0.37263
2009 1,274,295 4,363,483 0.292036
2008 1,852,340 3,274,477 0.56569
2007 1,775,174 5,085,784 0.349046
2006 2,212,939 4,714,724 0.469368
2 Total of line 1, column (d) ...................... 2 2.04877
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years
. . .
3 0.409754
4 Enter the net value of noncharitable-use assets for 2011 from Part X, line 5..... 4 5,427,410
5 Multiply line 4 by line 3....................... 5 2,223,903
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 1,459
7 Add lines 5 and 6......................... 7 2,225,362
8 Enter qualifying distributions from Part XII, line 4.............. 8 1,564,001
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions on page 18.
Form 990-PF (2011)
Form 990-PF (2011)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 2,918
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2............................ 3 2,918
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,918
6 Credits/Payments:
a 2011 estimated tax payments and 2010 overpayment credited to 2011 6a 2,264
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,264
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 654
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2012 estimated taxBullet0 Refunded Bullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? Click to see attachment....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changesClick to see attachment....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.Click to see attachment
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see page 19 of the
    instructions)bulletIN
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2011 or the taxable year beginning in 2011 (see instructions for Part XIV on
    page 27)? If “Yes,” complete Part XIV..........................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see page 20 of the instructions) .......
    11
     
    No
    12
    Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008?
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletANTHONY M SCHELONKA Telephone no.bullet (317) 896-9531
    Located atbullet1919 EAST 191ST STREETWESTFIELDIN ZIP+4bullet46074
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2011, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
    No
    See page 20 of the instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2011?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2011, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2011?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see page 20 of the instructions.) .........
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business
    enterprise at any time during the year?.....................
    b
    If “Yes,” did it have excess business holdings in 2011 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2011.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2011?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see page 22 of the instructions)...
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see page 22 of the instructions)?
    5b
     
     
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay
    premiums on a personal benefit contract?....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see page 22 of the instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to
    employee benefit plans
    and deferred compensation
    (e) Expense account,
    other allowances
    JAMES R ANTHONY PRESIDENT
    3.0
    0 0 0
    1919 EAST 191ST STREET
    WESTFIELD,IN46074
    BEVERLY S ANTHONY SECRETARY
    3.0
    0 0 0
    1919 EAST 191ST STREET
    WESTFIELD,IN46074
    SUZANNE A WILHELM DIRECTOR
    24.0
    0 0 0
    1919 EAST 191ST STREET
    WESTFIELD,IN46074
    JAMES T ANTHONY DIRECTOR
    1.0
    0 0 0
    1919 EAST 191ST STREET
    WESTFIELD,IN46074
    MARY ELIZABETH GORDON DIRECTOR
    2.0
    0 0 0
    1919 EAST 191ST STREET
    WESTFIELD,IN46074
    2 Compensation of five highest-paid employees (other than those included on line 1—see page 23 of the instructions).
    If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
     
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 EDUCATIONAL MATERIALS, INCLUDING TEST BOOKS, CDS AND TAPES FOR USE BY ORGANIZATIONS IN SUPPORT OF THE FOUNDATION'S MISSION. 11,802
    2  
    3  
    4  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see page 23 of the instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3..........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see page 24 of the instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    3,554,407
    b
    Average of monthly cash balances.......................
    1b
    1,955,654
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,510,061
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    5,510,061
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ...........................
    4
    82,651
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,427,410
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    271,371
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    271,371
    2a
    Tax on investment income for 2011 from Part VI, line 5......
    2a
    2,918
    b
    Income tax for 2011. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,918
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    268,453
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    500
    5
    Add lines 3 and 4............................
    5
    268,953
    6
    Deduction from distributable amount (see page 25 of the instructions)...........
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    268,953
    Part XII
    Qualifying Distributions (see page 25 of the instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    1,564,001
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,564,001
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see page 26 of the instructions)............
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,564,001
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 8
    Part XIII
    Undistributed Income (see page 26 of the instructions)
    (a)
    Corpus
    (b)
    Years prior to 2010
    (c)
    2010
    (d)
    2011
    1 Distributable amount for 2011 from Part XI, line 7 268,953
    2 Undistributed income, if any, as of the end of 2011:
    a Enter amount for 2010 only.......  
    b Total for prior years:2009, 2008, 2007 0
    3 Excess distributions carryover, if any, to 2011:
    a From 2006....... 1,982,257
    b From 2007....... 1,525,920
    c From 2008....... 1,684,686
    d From 2009....... 1,058,583
    e From 2010....... 2,166,036
    fTotal of lines 3a through e......... 8,417,482
    4Qualifying distributions for 2011 from Part
    XII, line 4: bullet$ 1,564,001
    a Applied to 2010, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)
     
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...
     
    d Applied to 2011 distributable amount..... 268,953
    e Remaining amount distributed out of corpus 1,295,048
    5 Excess distributions carryover applied to 2011.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 9,712,530
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
     
    d Subtract line 6c from line 6b. Taxable
    amount—see page 27 of the instructions ...
    0
    e Undistributed income for 2010. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........
    0
    f Undistributed income for 2011. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see page 27
    of the instructions) ...........
     
    8Excess distributions carryover from 2006 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............
    1,982,257
    9Excess distributions carryover to 2012.
    Subtract lines 7 and 8 from line 6a ......
    7,730,273
    10 Analysis of line 9:
    a Excess from 2007.... 1,525,920
    b Excess from 2008.... 1,684,686
    c Excess from 2009.... 1,058,583
    d Excess from 2010.... 2,166,036
    e Excess from 2011.... 1,295,048
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 9
    Part XIV
    Private Operating Foundations (see page 27 of the instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2011, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2011 (b) 2010 (c) 2009 (d) 2008
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see page 27 of the instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    JAMES R ANTHONY AND BEVERLY S ANT
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    ADELAIDE COLLEGE MINISTRIES
    PO Box 141
    Plumsteadville,PA18949
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus Christ 4,260
    ALTERNATIVE RADIO MINISTRY
    Tony Evans Ministry
    PO BOX 4000
    DALLAS,TX752080560
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus Christ 5,250
    ANCHORS AWAY MINISTRIES
    13232 OLD MERIDIAN ST
    CARMEL,IN46032
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus christ 12,000
    ARTISTS IN CHRISTIAN TESTIMONY
    KEMP HEUMANN HADDIX MINISTRY
    PO BOX 1649
    BRENTWOOD,TN370241649
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus Christ 9,000
    Athletes In Action
    651 TAYLOR DRIVE
    XENIA,OH45385
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus Christ 2,300
    BARNABAS INTERNATIONAL MINISTRIES
    PO BOX 11211
    ROCKFORD,IL61126
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus christ 3,900
    BIBLICAL LITERATURE FELLOWSHIP
    PO BOX 629
    WEHATON,IL60187
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus christ 1,800
    BILLY GRAHAM EVANGELISTIC ASSOCIATION
    PO BOX 1270
    CHARLOTTE,NC282011270
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus Christ 12,000
    CAMP AMIGOS
    18686 Eagletown Road
    WESTFIELD,IN46074
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus Christ 2,434
    CARE CENTER
    3208 EAST MICHIGAN STREET
    INDIANAPOLIS,IN46201
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus Christ 6,000
    CARING PARTNRS INTERNATIONAL INC
    601 SHOTWELL DRIVE
    FRANKLIN,OH450054665
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus christ 300
    CBMC
    KIRSCHMAN MINISTRY
    2228-G PO BOX 8009
    CHATTANOOGA,TN37411
    NONE 509(a)(2) Furthering The Spread of the Gospel of Jesus Christ 2,700
    CENTRAL INDIANA YOURTH FOR CHRIST
    DENNEY MINISTRY
    PO BOX 68695
    INDIANAPOLIS,IN46268
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus Christ 3,500
    CHAMPION MINISTRIES
    Dunn Ministry
    PO BOX 1323
    CASTLE ROCK,CO80104
    NONE 509(a)(2) Furthering The Spread of the Gospel of Jesus Christ 2,400
    CHAMPIONS FOR LIFE
    PO BOX 761101
    DALLAS,TX753761101
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus Christ 6,300
    CHILD EVANGELISM FELLOWSHIP
    PO BOX 40085
    INDIANAPOLIS,IN46240
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus Christ 6,000
    CHINA OUTREACH MINISTRIES
    Wang Sullivan Ministries
    555 GETTYSBURG PIKE STE A-200
    MECHANICSBURG,PA17055
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus Christ 7,800
    CHRISTIAN LOVE IN ACTION
    1330 OLD WOODBINE ROAD
    ATLANTA,GA303191040
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus Christ 2,400
    CHURCH MINISTRIES INTERNATIONAL
    Turnidge Murray Ministries
    1919 S SHILOH ROAD STE 600
    GARLAND,TX750428292
    NONE 509(a)(2) Furthering The Spread of the Gospel of Jesus christ 9,900
    CHURCH RESOURCES MINISTRY
    Dumbaher Hsu Ministries
    1240 N LAKEVIEW AVENUE STE 120
    ANAHEIM,CA928071847
    NONE 509(a)(2) Furthering The Spread of the Gospel of Jesus christ 7,800
    COLONIAL HILLS BAPTIST CHURCH
    8140 UNION CHAPEL ROAD
    INDIANAPOLIS,IN46240
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus christ 1,000
    COLUMBIA INT'L UNIVERSITY
    Powell Ministry
    PO BOX 3122
    COLUMBIA,SC29230
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus christ 3,300
    CRU
    100 LAKE HART DRIVE 2500
    ORLANDO,FL328320100
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus christ 615,350
    DAVID C COOK
    4050 LEE VANCE VIEW
    COLORADO SPRINGS,CO80918
    NONE 509(a)(2) Furthering The Spread of the Gospel of Jesus Christ 900
    DEEPER WALK MINISTRIES
    PO BOX 4291
    CARMEL,IN46082
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus christ 500
    EASTERN EUROPE CHILDREN'S OUTREACH
    PO BOX 247
    ATLANTA,IN46031
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus christ 9,200
    EBENEZER EVANGELICAL MISSION
    1988 STATE ROAD 44
    MARTINSVILLE,IN46151
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus christ 1,700
    FELLOWSHIP OF CHRISTIAN ATHLETES
    5641 W 73rd Steet
    INDIANAPOLIS,IN46278
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus christ 23,566
    FOCUS ON THE FAMILY
    8685 EXPLORER DRIVE
    COLORADO SPRINGS,CO80995
    NONE 509(a)(2) Furthering The Spread of the Gospel of Jesus christ 2,400
    FOREIGN LANGUAGE MINISTRY
    BOX 7100 THRU THE BIBLE RADIO
    PASADENA,CA91109
    NONE 509(a)(2) Furthering The Spread of the Gospel of Jesus christ 1,200
    FRONTIERS
    PO BOX 60730
    PHOENIX,AZ850820730
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus christ 3,900
    GENESIS CHURCH
    1702 Pleasant Street
    NOBLESVILLE,IN46060
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus christ 2,000
    GLOBAL INTERCULTURAL SERVICES
    PO BOX 962
    WHEATON,IL60187
    NONE 509(a)(2) Furthering The Spread of the Gospel of Jesus christ 3,300
    GLOBAL PARTNERS
    SUPPORT OF ALICIA WHITE WM10-0307
    PO BOX 50434
    INDIANAPOLIS,IN46250
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus christ 2,700
    GLOBAL SERVICE NETWORK
    1775 W WILLIAMS STREET 162
    APEX,NC27523
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus Christ 2,200
    GLOBAL SPRINGS MINISTRY
    51 West 75th StreeT
    NEW YORK,NY10023
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus christ 4,500
    GREAT COMMISSION MINISTRIES
    SUPPORT OF JOHN SMITH AT SHEPHERD C
    PO BOX 7101
    WINTER PARK,FL32793
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus christ 900
    GREATER EUROPE MISSION
    18950 BASE CAMPE ROAD
    MONUMENT,CO80132
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus christ 2,700
    HANDS OF HOPE ADOPTION & ORPHAN CARE MINISTRY
    606 WORDSWORTH CT
    NOBLESVILLE,IN46060
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus Christ 300
    HEART OF AFRICA
    Henderson Ministry
    450 COLUMBUS CIRCLE
    LONGWOOD,FL32750
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus christ 4,500
    HEBRON CENTER
    LEE BOBBETT MINISTRY
    245 N DELAWARE STREET
    INDIANAPOLIS,IN46204
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus christ 4,850
    HERITAGE CHRISTIAN SCHOOLS INC
    6401 E 75TH STREET
    INDIANAPOLIS,IN462502799
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus christ 800
    HOPE IN CRISIS
    8140 UNION CHAPEL RD
    INDIANAPOLIS,IN46240
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus christ 3,300
    INDIA RURAL EVANGELICAL FELLOWSHIP
    Darling Acct Ministry support
    4433 WOODHAEN DRIVE
    KALAMAZOO,MI49024
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus christ 77,700
    INDIANA DREAM TEAM
    PO BOX 1955
    MARTINSVILLE,IN461511955
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus christ 6,500
    INDIANA FAMILY INSTITUTE
    55 MONUMENT CIRCLE SUITE 322
    INDIANAPOLIS,IN46204
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus christ 6,000
    INSIGHT FOR LIVING
    PO BOX 269000
    PLANO,TX750269000
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus christ 12,000
    THE FIRST BAPTIST CHURCH OF MEADOWVIEWINTL MISSIO
    4346 NORTH GALLOWAY
    MESQUITE,TX75150
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus Christ 600
    INTERNATIONAL FAITH INITIATIVE
    LINVILLE KLUCHNIKOV MINISTRY
    5592 PINECREST CIRCLE
    NOBLESVILLE,IN46060
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus christ 6,600
    INTERNATIONAL OUTREACH MINISTRIES
    Jordan Ministry
    PO BOX 2140
    MCCOMB,MS39649
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus christ 4,500
    INTERVARSITY CHRISTIAN FELLOWSHIP
    PO BOX 7895
    MADISON,WI537919703
    NONE 509(a)(2) Furthering The Spread of the Gospel of Jesus christ 8,100
    IRL Ministry Inc
    PO BOX 24297
    SPEEDWAY,IN46224
    NONE 509(a)(2) Furthering The Spread of the Gospel of Jesus christ 3,900
    KEYWAY ASSOCIATES INC
    PELTON ACCOUNT
    PO BOX 502767
    INDIANAPOLIS,IN46250
    NONE 509(a)(2) Furthering The Spread of the Gospel of Jesus christ 3,000
    LEGACY CHRISTIAN SCHOOL
    1399 GREENFIELD AVENUE
    NOBLESVILLE,IN46060
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus christ 301,000
    Life Centers
    8902 Vincennes Circle Suite A
    INDIANAPOLIS,IN46268
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus christ 6,000
    LIGHTHOUSE MINISTRIES INC
    520 East Market Street
    INDIANAPOLIS,IN46204
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus christ 12,000
    LUIS PALAU EVANGELISTIC ASSOCIATION
    PO BOX 1173
    PORTLAND,OR97207
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus christ 7,000
    MEPHIBOSHETH MINISTRIES INC
    PO BOX 386
    CICERO,IN46034
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus christ 6,000
    MERCY ROAD CHURCH
    11229 WOODBURY DRIVE
    CARMEL,IN46033
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus Christ 500
    MISSION AVIATION FELLOWSHIP
    PO Box 47
    NAMPA,ID83653
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus christ 3,900
    MISSION TO UKRAINE
    Levchenko Handfuls CHERNENKO Mi
    1033 3RD AVE SUIE 106
    CARMEL,IN46032
    NONE 509(a)(2) Furthering The Spread of the Gospel of Jesus christ 14,100
    MOM'S IN PRAYER INTERNATIONAL
    PO BOX 1120
    POWAY,CA920741120
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus christ 3,900
    NAVIGATORS
    Herr Ministry
    PO BOX 6000
    COLORADO SPRINGS,CO809349967
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus christ 3,300
    NEED HIM
    17194 PRESTON RD SUITE 102-252
    DALLAS,TX75248
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus christ 3,600
    NEHEMIAH VISION MINISTRIES
    PO Box 48
    WESTFIELD,IN46074
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus christ 21,540
    NEW TRIBES MISSION
    PAUL AND ROZ WYTON
    1000 EAST FIRST STREET
    SANFORD,FL32771
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus christ 2,700
    OMF INTERNATIONAL
    Weemes Ministry
    10 WEST DRY CREEK CIRCLE
    LITTLETON,CO80120
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus christ 3,900
    OMS INTERNATIONAL
    Graffenberger Ministry
    BOX A
    GREENWOOD,IN461426599
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus christ 3,900
    OMS INTERNATIONAL
    Walton/ ELIDA Ministry
    BOX A
    GREENWOOD,IN461426599
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus christ 4,900
    OMS INTERNATIONAL
    Kessler Ministry
    BOX A
    GREENWOOD,IN461426599
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus christ 4,500
    OMS INTERNATIONAL
    McFall Ministry
    BOX A
    GREENWOOD,IN461426599
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus christ 2,700
    OPERATION MOBILIZATION
    Skinner Ministries
    PO BOX 444
    TYRONE,GA302900444
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus christ 5,700
    PIONEERS
    10123 William Carey Drive
    Orlando,FL32832
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus christ 3,900
    PLEASANT HILL MISSIONARY CHURCH
    886 PLEASANT HILL ROAD
    BRONSON,MI49028
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus christ 3,900
    PRISON FELLOWSHIP
    PO BOX 17500
    WASHINGTON,DC20041
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus christ 2,400
    PROMISE KEEPERS
    PO BOX 11798
    DENVER,CO80211
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus christ 6,000
    RED TREE COMMUNITY CHURCH
    PO BOX 185
    BALLWIN,MO63022
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus christ 1,000
    REIGN MINISTRIES
    5401 W BROADWAY AVENUE
    CRYSTAL,MN554283505
    NONE 509(a)(2) Furthering The Spread of the Gospel of Jesus christ 300
    REVIVE OUR HEARTS - LIFE ACTION MINISTRIES
    PO BOX 2000
    NILES,MI49120
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus christ 750
    RUSSIAN MINISTRIES INC
    Deyneka Ministry
    PO BOX 496
    WEHATON,IL60189
    NONE 509(a)(2) Furthering The Spread of the Gospel of Jesus christ 7,500
    SAMARITAN'S PURSE
    PO BOX 3000
    BOONE,NC28607
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus christ 12,000
    SAT 7
    PO Box 2770
    EASTON,MD21601
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus christ 2,400
    SECOND MILE CORPORATION
    PO BOX 2194
    HENDERSONVILLE,TN37077
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus christ 5,000
    SEND INTERNATIONAL
    PO BOX 513
    FARMINGTON,MI48332
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus christ 7,350
    SEND INTERNATIONAL OF ALASKA
    Greeson Ministry
    PO BOX 369
    GLENNALLEN,AK99588
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus christ 1,700
    SERVANT PARTNERS
    1550 E ELIZABETH STREET STE U-12A
    PASADENA,CA91104
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus christ 3,900
    SHEPHERD COMMUNITY MINISTRY
    4107 E WASHINGTON STREET
    INDIANAPOLIS,IN46201
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus christ 7,200
    Sports Outreach International
    435 Pennsylvania Avenue 144
    GLEN ELLYN,IL60137
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus christ 3,900
    SPORTSWORLD MINISTRY INC
    1919 S POST ROAD
    INDIANAPOLIS,IN46239
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus Christ 6,000
    STUDENT IMPACT MINISTRY WESTFIELD
    Ventling Skipper Ministry
    PO BOX 526
    WESTFIELD,IN46074
    NONE 509(a)(2) Furthering The Spread of the Gospel of Jesus christ 10,400
    THE FRIENDS OF ISRAEL
    Woods Ministry
    PO BOX 908
    BELLMAWR,NJ08099
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus Christ 6,300
    THE UPRISING Total
    4331 Short Terrace
    CARMEL,IN46033
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus Christ 3,600
    THIRD PHASE CHRISTIAN CENTER
    15755 ALLISONVILLE ROAD
    NOBLESVILLE,IN46060
    NONE 509(a)(2) Furthering The Spread of the Gospel of Jesus Christ 6,000
    THRU THE BIBLE RADIO
    TURKISH RADIO MINISTRY
    BOX 7100
    PASADENA,CA91109
    NONE 509(a)(2) Furthering The Spread of the Gospel of Jesus Christ 2,400
    THRU THE BIBLE RADIO
    BOX 100
    PASADENA,CA91109
    NONE 509(a)(2) Furthering The Spread of the Gospel of Jesus Christ 6,000
    TRANSPORT FOR CHRIST
    Marietta Ministry
    1525 RIVER ROAD
    MARIETTA,PA175479403
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus Christ 6,300
    VALLEY CHRISTIAN FELLOWSHIP
    PO BOX 1362
    GARDNERVILLE,NY89401
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus Christ 3,400
    WESTFIELD YOUNG LIFE
    4631 Lisborn Drive
    Carmel,IN46033
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus Christ 10,080
    WGNR RADIO
    2000 WEST 53RD STREET
    ANDERSON,IN46013
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus Christ 6,000
    WHEELER MINISTRIES
    205 East New York Street
    INDIANAPOLIS,IN46204
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus Christ 6,000
    WHITE RIVER CHRISTIAN CHURCH
    1685 N 10TH STREET
    NOBLESVILLE,IN46060
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus Christ 919
    WORLD SPORTS INC
    PO BOX 2607
    BONITA SPRINGS,FL34133
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus Christ 13,250
    WYCLIFFE BIBLE TRANSLATORS
    Lewis Ministry
    PO BOX 628200
    ORLANDO,FL328628200
    NONE 509(a)(2) Furthering The Spread of the Gospel of Jesus Christ 3,900
    WYCLIFFE BIBLE TRANSLATORS
    Carress Ministry
    PO BOX 628211
    ORLANDO,FL328628211
    NONE 509(a)(2) Furthering The Spread of the Gospel of Jesus Christ 3,900
    WYCLIFFE BIBLE TRANSLATORS
    Stoltzfus Ministry
    PO BOX 628211
    ORLANDO,FL328628211
    NONE 509(a)(2) Furthering The Spread of the Gospel of Jesus Christ 3,900
    WYCLIFFE BIBLE TRANSLATORS
    Aldridge Ministry
    PO BOX 628211
    ORLANDO,FL328628211
    NONE 509(a)(2) Furthering The Spread of the Gospel of Jesus Christ 3,900
    YOUTH FOR CHRIST
    Various Ministry Accounts
    4707 W 72ND STREET
    INDIANAPOLIS,IN46268
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus Christ 19,550
    YOUTH FOR CHRIST SPAIN
    Dodrill Ministry
    PO BOX 4478
    ENGLEWOOD,CO801554478
    NONE 509(a)(1) Furthering The Spread of the Gospel of Jesus Christ 5,700
    YOUTH WITH A MISSION
    Klausmeier Ministry
    PO BOX 60579
    COLORADO SPRINGS,CO80960
    NONE 509(a)(2) Furthering The Spread of the Gospel of Jesus Christ 7,800
    Total .................................bullet 3a 1,547,649
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See page 28 of
    the instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments     14 71,102  
    4 Dividends and interest from securities....     14 91,469  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8Gain or (loss) from sales of assets other than inventory     18 -121,499  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   41,072  
    13Total. Add line 12, columns (b), (d), and (e)..................
    1341,072
    (See worksheet in line 13 instructions on page 28 to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the organization’s exempt purposes (other than by providing funds for such purposes). (See
    page 28 of the instructions.)
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    SignHere
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    Signature of officer or trustee Date Title
    PaidPreparersUseOnly Preparer's SignatureBullet Date PTIN
    Firm's namebullet



    Firm's addressbullet







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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    OMB No. 1545-0047
    2011
    Name of organization
    Word & Deed Foundation of IMMI Inc
     
    Employer identification number

    35-1859427
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......................... Arrow Bullet   $    
    Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on Part I, line 2, of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2011)

    Page 2
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Name of organization
    Word & Deed Foundation of IMMI Inc
     
    Employer identification number

    35-1859427
    Part I
    Contributors (see Instructions). Use duplicate copies of Part I if additional space is needed.
         
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
     
     

    JAMES T ANTHONY    
    415 N 1100E
       
    ZIONSVILLE, IN   46077

    $947,608




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
     
     

    PROVIDENTIAL LLC    
    1919 EAST 191ST STREET
       
    WESTFIELD, IN   46074

    $20,800




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    3
     
     

    ANTHONY CHARITABLE LEAD ANNUITY TRU    
    1919 EAST 191ST STREET
       
    WESTFIELD, IN   46074

    $682,783




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    4
     
     

    UNIFORM HOOD LACE    
    18881 US HIGHWAY 31 NORTH
       
    WESTFIELD, IN   46074

    $47,000




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    5
     
     

    SUZANNE A WILHELM    
    5005 E 169TH STREET
       
    NOBLESVILLE, IN   46062

    $7,000




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    6
     
     

    VALLEY CHRISTIAN    
    PO BOX 1362
       
    GARDNERVILLE, NV   89410

    $5,752




    (Complete Part II if there is a noncash contribution.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

    Page 3
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Name of organization
    Word & Deed Foundation of IMMI Inc
     
    Employer identification number

    35-1859427
    Part II
    Noncash Property (see Instructions). Use duplicate copies of Part II if additional space is needed.
         
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions).
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions).
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions).
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions).
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions).
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions).
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

    Page 4
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Name of organization
    Word & Deed Foundation of IMMI Inc
     
    Employer identification number

    35-1859427
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  

    Use duplicate copies of Part III if additional space is needed
    (a) No.
    from
    Part I
    (b)
    Purpose of gift
    (c)
    Use of gift
    (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I
    (b)
    Purpose of gift
    (c)
    Use of gift
    (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I
    (b)
    Purpose of gift
    (c)
    Use of gift
    (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I
    (b)
    Purpose of gift
    (c)
    Use of gift
    (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2011 AccountingFeesSchedule
    Name:
    Word & Deed Foundation of IMMI Inc
    EIN: 35-1859427
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 4,465     4,465

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

    TY 2011 DepreciationSchedule
    Name:
    Word & Deed Foundation of IMMI Inc
    EIN: 35-1859427
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)
    Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2011 InvestmentsCorpStockSchedule
    Name:
    Word & Deed Foundation of IMMI Inc
    EIN: 35-1859427
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABERDEEN ASIA BOND INSTL 75,000 75,868
    ARTISAN INTERNATIONAL FUND 105,889 96,072
    ARTISAN SMALL CAP 104,515 86,479
    ARTISAN VALUE FUND 301,690 325,284
    BARON SMALL CAP 82,206 106,467
    CAUSEWAY INT'L VALUE INST'L 279,000 265,984
    E.I.I. GLOBAL PROPERTY FUNDS 61,672 68,414
    EATON VANCE GLOBAL MACRO 175,300 167,917
    HARBOR CAP APPREC FUND 102,000 112,796
    HARDING LOEVNER EMERGING 89,302 120,209
    HATTERAS FUND 175,000 173,374
    ISHARES IBOXX 164,125 174,934
    IVA WORLDWIDE FUND CL 1 95,708 95,884
    JP MORGAN ALERIAN MLP INDEX 175,057 182,984
    LEUTHOLD ASSET ALLOCATION 90,000 99,696
    MATTHEWS ASIAN GRW & INCM 110,000 129,122
    PIMCO 290,406 312,573
    PIMCO EMERGING LOCAL 73,525 78,295
    RS GLOBAL NATURAL RESOURCES FU 100,000 91,295
    VANGUARD 500 INDEX FD ADMIRAL 44,000 42,391
    VANGUARD 500 INDEX FD SIGNAL 485,226 486,756
    WILLIAM BLAIR INT'L GROWTH FD 174,379 189,479
    WINSLOW CAPITAL MANAGEMENT 216,688 243,889

    TY 2011 LandEtcSchedule2
    Name:
    Word & Deed Foundation of IMMI Inc
    EIN: 35-1859427
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value


    TY 2011 LegalFeesSchedule
    Name:
    Word & Deed Foundation of IMMI Inc
    EIN: 35-1859427
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 85     85


    TY 2011 OtherExpensesSchedule
    Name:
    Word & Deed Foundation of IMMI Inc
    EIN: 35-1859427
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BOOKS FOR MISSIONARIES 11,802     11,802


    TY 2011 OtherIncomeSchedule2
    Name:
    Word & Deed Foundation of IMMI Inc
    EIN: 35-1859427
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    NAT CITY FEE      


    TY 2011 OtherIncreasesSchedule
    Name:
    Word & Deed Foundation of IMMI Inc
    EIN: 35-1859427
    Description Amount
    RECOVERY OF AMOUNTS TREATED AS 0
    QUALIFYING DISTRIBUTIONS IN PRIOR YEAR 500


    TY 2011 OtherNotesLoansRcvblShortSch2
    Name:
    Word & Deed Foundation of IMMI Inc
    EIN: 35-1859427
    Name of 501(c)(3) Organization Balance Due
    LEGACY CHRISTIAN SCHOOL INC
     
    90,000


    TY 2011 OtherProfessionalFeesSchedule
    Name:
    Word & Deed Foundation of IMMI Inc
    EIN: 35-1859427
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 16,274 16,274    
    BANK FEES 403 403    


    TY 2011 TaxesSchedule
    Name:
    Word & Deed Foundation of IMMI Inc
    EIN: 35-1859427
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    2010 FORM 990 EXCISE TAX 564      
    2011 ESTIMATED EXCISE TAX 2,264