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
2012
Open to Public Inspection
For calendar year 2012, or tax year beginning 01-01-2012 , and ending 12-31-2012
Name of foundation
Christel DeHaan Family Foundation Inc
 
% JOE SCHNEIDER
Number and street (or P.O. box number if mail is not delivered to street address)10 W Market StreetSuite 1990Room/suite
City or town, state, and ZIP code
Indianapolis, IN46204
A Employer identification number

35-1939960
B Telephone number (see instructions)

(317) 464-2333
C bullet
G Check all that apply:

D 1. bullet
2. bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$43,358,672J 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 instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 726,028 726,028  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,355,757
b Gross sales price for all assets on line 6a 1,948,686
7 Capital gain net income (from Part IV, line 2)... 1,355,757
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 13,081 13,294  
12 Total. Add lines 1 through 11........ 2,094,866 2,095,079  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 46,287     46,287
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 5,891     5,891
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 10,759 10,759 0 0
c Other professional fees (attach schedule).... Click to see attachment 41,350 39,800   1,550
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 7,288 3,013   4,275
19 Depreciation (attach schedule) and depletion... Click to see attachment 21,315    
20 Occupancy.............. 42,482 2,853   42,482
21 Travel, conferences, and meetings....... 1,585     1,858
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 321,292 278,862   11,701
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 498,249 335,287 0 114,044
25 Contributions, gifts, grants paid........ 662,650 662,650
26 Total expenses and disbursements. Add lines 24 and 25 1,160,899 335,287 0 776,694
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 933,967
b Net investment income (if negative, enter -0-) 1,759,792
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2012)
Form 990-PF (2012)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 1,917,810 1,589,294 1,589,294
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 3,567 Click to see attachment3,567 1,725
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)........... 36,554,106 Click to see attachment37,837,904 41,735,802
14 Land, buildings, and equipment: basis bullet417,594
Less: accumulated depreciation (attach schedule) bullet385,743 53,166 Click to see attachment31,851 31,851
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 38,528,649 39,462,616 43,358,672
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 38,528,649 39,462,616
30 Total net assets or fund balances (see page 17 of the
instructions).................... 38,528,649 39,462,616
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 38,528,649 39,462,616
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 38,528,649
2 Enter amount from Part I, line 27a..................... 2 933,967
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 39,462,616
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 39,462,616
Form 990-PF (2012)
Form 990-PF (2012)
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 COLUMBUS CIRCLE   2012-01-01 2012-06-30
b COLUMBUS CIRCLE   2011-01-01 2012-12-31
c COMMODITIES   2012-01-01 2012-06-30
d COMMODITIES   2011-01-01 2012-12-31
e MCKEE   2012-01-01 2012-06-30
MCKEE   2011-01-01 2012-12-31
ATLANTA   2012-01-01 2012-06-30
ATLANTA   2011-01-01 2012-12-31
TRADEWINDS   2012-01-01 2012-06-30
PASSIVE LADDER   2011-01-01 2012-12-31
HARDING LOEVNER   2012-01-01 2012-06-30
HARDING LOEVNER   2011-01-01 2012-12-31
TEMPLETON   2012-01-01 2012-06-30
TEMPLTEON   2011-01-01 2012-12-31
NEUBERGER   2012-01-01 2012-06-30
NEUBERGER   2011-01-01 2012-12-31
FI TOTAL RETURN   2012-01-01 2012-06-30
FI TOTAL RETURN   2011-01-01 2012-12-31
INTERNATIONAL EQUITY DEVELOPED   2012-01-01 2012-06-30
INTERNATIONAL EQUITY DEVELOPED   2011-01-01 2012-12-31
AXIOM INT'L INVESTORS K-1   2012-01-01 2012-06-30
HOUSE INVESTMENTS K-1   2012-01-01 2012-06-30
FINANCIAL STOCKS CAP PTNRS K-1   2012-01-01 2012-06-30
NT FIRST STATE K-1   2012-01-01 2012-06-30
NT DEBT FUND K-1   2012-01-01 2012-06-30
AXIOM INT'L INVESTORS K-1   2011-01-01 2012-12-31
BDCM   2011-01-01 2012-12-31
HOUSE INVESTMENTS K-1   2011-01-01 2012-12-31
FINANCIAL STOCKS CAP PTNRS K-1   2011-01-01 2012-12-31
NT FIRST STATE K-1   2011-01-01 2012-12-31
NT DEBT FUND K-1   2011-01-01 2012-12-31
BPIF K-1   2011-01-01 2012-12-31
BLACKSTONE PARK AVE. K-1   2011-01-01 2012-12-31
ARCHIPELAGO PARTNERS, LP   2011-01-01 2012-12-31
GLENROCK   2011-01-01 2012-12-31
NT PRIVATE EQUITY FUND IV K-1   2012-01-01 2012-06-30
NT PRIVATE EQUITY IV K-1   2011-01-01 2012-12-31
NT PRIVATE EQUITY V K-1   2011-01-01 2012-12-31
AXIOM INTERNATIONAL INVESTORS   2012-01-01 2012-06-30
AXIOM INTERNATIONAL INVESTORS   2011-01-01 2012-12-31
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 4,867   0 4,867
b 62,836   0 62,836
c 7,446   0 7,446
d 3,023   0 3,023
e 41,145   0 41,145
7,247   0 7,247
32,309   0 32,309
9,563   0 9,563
29,984   0 29,984
0   11,526 -11,526
0   332,690 -332,690
56   0 56
98   0 98
9,798   0 9,798
22,820   0 22,820
2,185   0 2,185
14,793   0 14,793
10,858   0 10,858
0   309 -309
0   74,685 -74,685
77,198   0 77,198
0   3,500 -3,500
0   1,337 -1,337
18,004   0 18,004
7,483   0 7,483
59,606   0 59,606
464,224   0 464,224
0   16,118 -16,118
0   148,386 -148,386
170,105   0 170,105
374   0 374
141,308   0 141,308
444,242   0 444,242
0   4,367 -4,367
298,824   0 298,824
1,798   0 1,798
5,147   0 5,147
497   0 497
    11 -11
848     848
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       4,867
b       62,836
c       7,446
d       3,023
e       41,145
      7,247
      32,309
      9,563
      29,984
      -11,526
      -332,690
      56
      98
      9,798
      22,820
      2,185
      14,793
      10,858
      -309
      -74,685
      77,198
      -3,500
      -1,337
      18,004
      7,483
      59,606
      464,224
      -16,118
      -148,386
      170,105
      374
      141,308
      444,242
      -4,367
      298,824
      1,798
      5,147
      497
      -11
      848
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 1,355,757
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see 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))
2011 982,066 41,613,119 0.0236
2010 733,277 38,813,862 0.018892
2009 789,871 36,896,719 0.021408
2008 1,108,582 42,903,164 0.025839
2007 931,678 45,023,511 0.020693
2 Total of line 1, column (d) ...................... 2 0.110432
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 0.022086
4 Enter the net value of noncharitable-use assets for 2012 from Part X, line 5..... 4 41,442,801
5 Multiply line 4 by line 3....................... 5 915,306
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 17,598
7 Add lines 5 and 6......................... 7 932,904
8 Enter qualifying distributions from Part XII, line 4.............. 8 776,694
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.
Form 990-PF (2012)
Form 990-PF (2012)
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 35,196
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 35,196
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 35,196
6 Credits/Payments:
a 2012 estimated tax payments and 2011 overpayment credited to 2012 6a 21,729
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 22,951
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 44,680
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 9,484
11 Enter the amount of line 10 to be: Credited to 2013 estimated taxBullet9,484 Refunded Bullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see 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 2012 or the taxable year beginning in 2012 (see instructions for Part XIV)?
    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 instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletJOE SCHNEIDER Telephone no.bullet (317) 464-2010
    Located atbullet10 W MARKET ST 1990INDIANAPOLISIN ZIP+4bullet46204
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2012, 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 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 (2012)
    Form 990-PF (2012)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2012?.............
    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 2012, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2012?...............
    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 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 2012 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 2012.)....................
    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 2012?
    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 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 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 (2012)
    Form 990-PF (2012)
    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 instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    CHRISTEL DEHAANClick to see attachment PRESIDENT
    5.0     		0    
    10 W Market Street
    Indianapolis,IN46204
    TIMOTHY E DEHAANClick to see attachment VICE PRESIDENT
    1.0     		0    
    10 W Market Street
    Indianapolis,IN46204
    KEITH A DEHAANClick to see attachment VICE PRESIDENT
    1.0     		0    
    10 W Market Street
    Indianapolis,IN46204
    KIRSTEN A DEHAANClick to see attachment VICE PRESIDENT
    1.0     		0    
    10 W Market Street
    Indianapolis,IN46204
    JOSEPH SCHNEIDERClick to see attachment TREASURER
    8.0     		0    
    10 W Market Street
    Indianapolis,IN46204
    CHERYL J WENDLINGClick to see attachment SENIOR VP/SECRETARY
    5.0     		0    
    10 W Market Street
    Indianapolis,IN46204
    MARK WILLISClick to see attachment CHIEF INVESTMENT OFFICER
    8.0     		0    
    10 W Market Street
    Indianapolis,IN46204
    MELYNNE KLAUSClick to see attachment EXECUTIVE DIRECTOR
    24.0     		46,287 5,891  
    10 W Market Street
    Indianapolis,IN46204
    NELSON HITCHCOCK IIIClick to see attachment DIRECTOR
    1.0     		0    
    10 W Market Street
    Indianapolis,IN46204
    JIM REEDClick to see attachment DIRECTOR
    1.0     		0    
    10 W Market Street
    Indianapolis,IN46204
    2 Compensation of five highest-paid employees (other than those included on line 1—see 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 instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see 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 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
    39,653,560
    b
    Average of monthly cash balances.......................
    1b
    2,420,350
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    42,073,910
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    42,073,910
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see
    instructions) .............................
    4
    631,109
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    41,442,801
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,072,140
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    2,072,140
    2a
    Tax on investment income for 2012 from Part VI, line 5......
    2a
    35,196
    b
    Income tax for 2012. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    35,196
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,036,944
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    2,036,944
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    2,036,944
    Part XII
    Qualifying Distributions (see 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
    776,694
    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
    776,694
    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 instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    776,694
    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 (2012)
    Form 990-PF (2012)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2011     		(c)
    2011     		(d)
    2012
    1 Distributable amount for 2012 from Part XI, line 7 2,036,944
    2 Undistributed income, if any, as of the end of 2012:
    a Enter amount for 2011 only....... 0
    b Total for prior years:2010, 2009, 2008 0
    3 Excess distributions carryover, if any, to 2012:
    a From 2007....... 931,678
    b From 2008....... 1,108,582
    c From 2009....... 789,871
    d From 2010....... 733,277
    e From 2011....... 982,066
    fTotal of lines 3a through e......... 4,545,474
    4Qualifying distributions for 2012 from Part
    XII, line 4: bullet$ 776,694
    a Applied to 2011, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		776,694
    d Applied to 2012 distributable amount.....  
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2012. 2,036,944 2,036,944
    (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 3,285,224
    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 instructions ...........     		0
    e Undistributed income for 2011. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2012. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2013 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		 
    8Excess distributions carryover from 2007 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2013.
    Subtract lines 7 and 8 from line 6a ......     		3,285,224
    10 Analysis of line 9:
    a Excess from 2008.... 3,316
    b Excess from 2009.... 789,871
    c Excess from 2010.... 733,277
    d Excess from 2011.... 982,066
    e Excess from 2012.... 776,694
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 9
    Part XIV
    Private Operating Foundations (see 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 2012, 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) 2012 (b) 2011 (c) 2010 (d) 2009
             
    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 instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    C DEHAAN
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NA
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail of the person to whom applications should be addressed:
    M KLAUS DIRECTOR OF GRANT PROGRAMs
    10 W MARKET STREET 1990
    INDIANAPOLIS,IN46204
    (317) 464-2038
    bThe form in which applications should be submitted and information and materials they should include:
    LETTER OF INQUIRY
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    K-12 EDUCATION IN INDIANA AND ARTS CULTURE IN INDIANAPOLIS AS WELL AS OTHER DISCRETIONARY GRANTS
    Form 990-PF (2012)
    Form 990-PF (2012)
    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
    Butler University
    4600 SUNSET AVENUE
    INDIANAPOLIS,IN46208     		NONE 501(C)(3) general operating support 35,000
    Arts Council of Indianapolis
    924 NORTH PENNSYLVANIA STREET
    INDIANAPOLIS,IN46204     		NONE 501(C)(3) Start With Art luncheon 5,000
    Boy Scouts of America
    7125 FALL CREEK RD N
    INDIANAPOLIS,IN46256     		NONE 501(C)(3) 2012 Marsh Cookout sponsorship 150
    Butler University
    4600 SUNSET AVENUE
    INDIANAPOLIS,IN46208     		NONE 501(C)(3) general operating support 80,000
    Central Indiana Community Foundation
    615 N ALABAMA STREET
    INDIANAPOLIS,IN46204     		NONE 501(C)(3) support 2012 Spotlight Event 25,000
    Culver Education Foundation
    1300 ACADEMY ROAD
    CULVER,IN46511     		NONE 501(C)(3) GENERAL OPERATING AND SCHOLARSHIP SUPPORT 10,000
    Delta Waterfowl Fdtn
    PO BOX 3128
    BISMARCK,ND58502     		NONE 501(C)(3) general operating support 7,000
    Eiteljorg Museum
    500 WEST WASHINGTON STREET
    INDIANAPOLIS,IN46204     		NONE 501(C)(3) support 2013 Contemporary Art Fellowship 25,000
    Encore Vocal Arts
    8122 RIVER BAY DRIVE EAST
    INDIANAPOLIS,IN46240     		NONE 501(C)(3) support for The Myth, The Hero, and The Legend concert 5,000
    GuideStar
    4801 COURTHOUSE STREET SUITE 220
    WILLIAMSBURG,VA23188     		NONE 501(C)(3) general operating support 500
    Harrison Center for the Arts
    1505 NORTH DELAWARE STREET
    INDIANAPOLIS,IN46202     		NONE 501(C)(3) general operating support 30,000
    Historic Landmark Fdtn
    1201 CENTRAL AVENUE
    INDIANAPOLIS,IN46202     		NONE 501(C)(3) support American Prophets & Revolution: Cont. Classical Music 2,500
    Indiana Raptor Center
    3027 INDIANA 262
    RISING SUN,IN47040     		NONE 501(C)(3) general operating support 6,000
    Indiana University Foundation
    PO BOX 1847
    BLOOMINGTON,IN47402     		NONE 501(C)(3) support opera Akhnaten at Clowes Hall 50,000
    Indiana University
    PO BOX 1847
    BLOOMINGTON,IN47402     		NONE 501(C)(3) support Indiana Cultural Trust Honor Governor's Arts Awards 2,000
    Indiana University Foundation
    PO BOX 1847
    BLOOMINGTON,IN47402     		NONE 501(C)(3) support 2012 Spirit & Place Festival 2,500
    Indiana University Foundation
    PO BOX 1847
    BLOOMINGTON,IN47402     		NONE 501(C)(3) GENERAL OPERATING SUPPORT 250
    Indianapolis Chamber Orchestra
    4603 CLARENDON ROAD
    INDIANAPOLIS,IN46208     		NONE 501(C)(3) support ICO string instructor at schools 16,700
    Indianapolis School of Ballet
    502 N CAPITOL AVE
    INDIANAPOLIS,IN46204     		NONE 501(C)(3) sponsorship of production - Russian/Treasures 5,000
    Indianapolis Symphony Orchestra
    46 MONUMENT CIRCLE
    INDIANAPOLIS,IN46205     		NONE 501(C)(3) Christmas Concert 50,000
    Juvenile Diabetes
    8440 WOODFIELD CROSSING 201
    INDIANAPOLIS,IN46240     		NONE 501(C)(3) 2012 Walk to Cure Diabetes 200
    National Multiple Sclerosis
    3500 DEPAUW BOULEVARD
    SUITE 1040
    INDIANAPOLIS,IN46268     		NONE 501(C)(3) 2012 Indianapolis Market Walk 100
    National Wildlife Turkey Federation
    PO BOX 530
    EDGEFIELD,SC29824     		NONE 501(C)(3) Women in the Outdoors 10,000
    Pacer's Basketball Corporate Foundation
    125 SOUTH PENNSYLVANIA STREET
    INDIANAPOLIS,IN46204     		NONE 501(C)(3) support Get Fever Fit Educational Program 7,500
    St Vincent Hospital Fdtn
    8402 HARCOURT ROAD SUITE 210
    INDIANAPOLIS,IN46260     		NONE 501(C)(3) general operating support 7,500
    The Hutson School
    7245 EAST 75TH STREET
    INDIANAPOLIS,IN46256     		NONE 501(C)(3) GENERAL OPERATING SUPPORT 1,500
    Virginia Gentlemens Fdtn
    582 LYNNHAVEN PARKWAY
    SUITE 202
    VIRGINIA BEACH,VA23452     		NONE 501(C)(3) benefit ARDA ROC team 700
    Women Like Us Fdtn
    49 SOUTH ELM STREET
    ZIONSVILLE,IN46077     		NONE 501(C)(3) support 2012 Women Like Us Tea & Speaker series 1,000
    Young Audiences of Indiana
    3921 NORTH MERIDIAN STREET SUITE 2
    INDIANAPOLIS,IN46208     		NONE 501(C)(3) general operating support 25,000
    People for Urban Progress
    Murphy Art Center Studio 213
    1043 Virginia Avenue
    Indianapolis,IN46203     		NONE 501(C)(3) Five by Five Initiative Event 5,000
    Cathedral Arts Inc
    4063 SALISBURY ROAD
    JACKSONVILLE,FL32216     		NONE 501(C)(3) General Operating Support 30,000
    Indianapolis Museum of Art
    4000 Michigan Road
    Indianapolis,IN46208     		NONE 501(C)(3) General Operating Support 10,000
    Indianapolis Symphony Orchestra
    46 MONUMENT CIRCLE
    Indianapolis,IN46205     		NONE 501(C)(3) GENERAL OPERATING SUPPORT 300
    Indiana Repertory Theatre
    140 West Washington Street
    Indianapolis,IN46204     		NONE 501(C)(3) production of A Little Night Music 50,000
    Saint Mary of the Immaculate Conception
    317 North New Jersey Street
    Indianapolis,IN46204     		NONE 501(C)(3) Re-roofing project 500
    Summer Stock Stage
    PO Box 301121
    Indianapolis,IN46240     		NONE 501(C)(3) General Operating Support 3,000
    University of Indianapolis
    1400 E Hanna Avenue
    Indianapolis,IN46227     		NONE 501(C)(3) sponsorship of "The German Hour" on WICR 1,000
    Athenaeum Docent Club
    410 E Michigan Street
    Indianapolis,IN46204     		NONE 501(C)(3) support 2012 productions 2,000
    Eiteljorg Museum
    500 West Washington Street
    Indianapolis,IN46204     		NONE 501(C)(3) sponsor entertainment stage at Indian Market & Fest 5,000
    Indiana Ballet Conservatory
    849 West Carmel Drive
    Carmel,IN46032     		NONE 501(C)(3) General Operating Support 5,000
    Anti-Defamation League Foundation
    120 S LaSalle Street
    Suite 1150
    Chicago,IL60603     		NONE 501(C)(3) Premier Sponsor of Woman Achievement Dinner/ general support 55,000
    Zionsville Band Boosters
    1000 Mulberry Street
    Zionsville,IN46077     		NONE 501(C)(3) General Operating Support 5,000
    Albany State University Foundation
    504 College Drive
    Albany,GA31705     		NONE 501(C)(3) Jo Neal Freeman Memorial Scholarship Fund 500
    Jameson Camp
    2001 Bridgeport Road
    Indianapolis,IN46231     		NONE 501(C)(3) sponsor of Jameson Camp breakfast 2,500
    Light of the World Christian Church
    4646 N Michigan Road
    Indianapolis,IN46228     		NONE 501(C)(3) General Operating Support for Respect Academy 5,000
    Greater Indianapolis Literacy League
    2450 North Meridian Street
    Indianapolis,IN46208     		NONE 501(C)(3) GENERAL OPERATING SUPPORT 300
    Light of the World Christian Church
    4646 North Michigan Road
    Indianapolis,IN46228     		NONE 501(C)(3) support Community Day 2,500
    Junior Achievement
    7435 North Keystone Avenue
    Indianapolis,IN46240     		NONE 501(C)(3) support business Hall of Fame 2,000
    Boy Scouts of America
    7125 Fall Creek Rd N
    Indianapolis,IN46256     		NONE 501(C)(3) support Scouting Awards Dinner 1,000
    Teachers' Treasures Inc
    1800 E 10th Street
    Indianapolis,IN46201     		NONE 501(C)(3) support of Dream Big event 1,000
    Association of Small Foundations
    1720 N Street Northwest
    Washington,DC20036     		NONE 501(C)(3) General Operating Support 550
    Big Car Media
    615 N Alabama Street
    Suite 119
    Indianapolis,IN46204     		NONE 501(C)(3) support Big Car event and winning presenter 15,000
    Indiana Natural Resources Foundation
    402 West Washington Street
    W256
    Indianapolis,IN46204     		NONE 501(C)(3) general operating support 7,000
    Shepherd Community Inc
    4107 East Washington Street
    Indianapolis,IN46201     		NONE 501(C)(3) GENERAL OPERATING SUPPORT 300
    March of Dimes
    136 E Market Street
    Suite 500
    Indianapolis,IN46204     		NONE 501(C)(3) Broward County Walk 500
    Wayne Township Fire Department
    7606 W 10th Street
    Indianapolis,IN46214     		NONE 501(C)(3) support Murry House fire renovation initiative 7,500
    Gleaners Food Bank of Indiana Inc
    3737 Waldemere Avenue
    Indianapolis,IN46241     		NONE 501(C)(3) BackSacks program 6,000
    Horsemen's Distress Fund Inc
    236 Henry Sanford Road
    Bridgewater,CT06752     		NONE 501(C)(3) for recovery efforts & assistance to Black Tie Stable 2,500
    River of Refuge
    5155 Raytown Road
    Suite 101
    Kansas City,MO64133     		NONE 501(C)(3) general operating support 10,000
    Power of One Inc
    991 Cobblestone Lane
    Belle Plaine,MN56011     		NONE 501(C)(3) General operating support 100
    Fairbanks Hospital
    8102 Clearvista Parkway
    Indianapolis,IN46256     		NONE 501(C)(3) GENERAL OPERATING SUPPORT 10,000
    American Heart Association
    6100 W 96th Street
    Suite 200
    Indianapolis,IN46278     		NONE 501(C)(3) 2012 Go Red for Women event 1,500
    Children's TherAplay Foundation Inc
    9919 Towne Road
    Carmel,IN46032     		NONE 501(C)(3) Walking for Dreams event 1,000
    Marion County Commission on Youth
    3901 N Meridian Street
    Indianapolis,IN46032     		NONE 501(C)(3) Bullying Prevention 3,000
    Total .................................bullet 3a 662,650
    bApproved for future payment
    INDIANAPOLIS SYMPHONY ORCHESTRA
    45 MONUMENT CIRCLE
    INDIANAPOLIS,IN46204     		NONE 501(C)(3) CHRISTMAS CONCERT 50,000
    BUTLER UNIVERSITY
    4600 SUNSET AVENUE
    INDIANAPOLIS,IN46208     		NONE 501(C)(3) GENERAL OPERATING SUPPORT 35,000
    INDIANAPOLIS SYMPHONY ORCHESTRA
    45 MONUMENT CIRCLE
    INDIANAPOLIS,IN46204     		NONE 501(C)(3) OPENING GALA 25,000
    INDIANAPOLIS SYMPHONY ORCHESTRA
    45 MONUMENT CIRCLE
    INDIANAPOLIS,IN46204     		  501(C)(3) GENERAL OPERATING SUPPORT 50,000
    INDIANA REPERTORY THEATRE
    140 WEST WASHINGTON STREET
    INDIANAPOLIS,IN46204     		NONE 501(c)(3) CHALLENGE SPONSORSHIP 20,000
    AMERICAN PIANISTS ASSOCIATION
    4603 CLARENDON ROAD
    SUITE 030
    INDIANAPOLIS,IN46208     		NONE 501(C)(3) GENERAL OPERATING SUPPORT 500,000
    Total .................................bullet 3b 680,000
    Form 990-PF (2012)
    Form 990-PF (2012)
    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 instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments          
    4 Dividends and interest from securities....     14 726,028  
    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 1,355,757  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aPARTNERSHIP INCOME/LOSS 525990 -213 14 13,294  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. -213 2,095,079  
    13Total. Add line 12, columns (b), (d), and (e)..................
    132,094,866
    (See worksheet in line 13 instructions 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 foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2012)
    Form 990-PF (2012)
    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
    Sign Here
    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
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2012)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2012 AccountingFeesSchedule
    Name:
    Christel DeHaan Family Foundation Inc
    EIN: 35-1939960
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 10,759 10,759    

    TY 2012 CompensationExplanation
    Name:
    Christel DeHaan Family Foundation Inc
    EIN: 35-1939960
    Person Name Explanation
    MELYNNE KLAUS MELYNNE KLAUS IS ALSO THE ASSISTANT SECRETARY. HOWEVER, SHE IS NOT COMPENSATED FOR THESE SERVICES.

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

    TY 2012 DepreciationSchedule
    Name:
    Christel DeHaan Family Foundation Inc
    EIN: 35-1939960
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2012 InvestmentsCorpStockSchedule
    Name:
    Christel DeHaan Family Foundation Inc
    EIN: 35-1939960
    Name of Stock End of Year Book Value End of Year Fair Market Value
    HORIZON 3,567 1,725

    TY 2012 InvestmentsOtherSchedule2
    Name:
    Christel DeHaan Family Foundation Inc
    EIN: 35-1939960
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BLACKSTONE PARK AVENUE FUND   2,547,333 3,475,188
    BLACKSTONE IF NONTAXABLE LP   3,227,970 3,354,666
    BLACK DIAMOND CM OFFSHORE OPP.   1,814,185 2,025,293
    SATURN INVESTMENTS   100 100
    FINANCIAL STOCKS CAPITAL PTNRS   415,773 302,724
    GLENROCK GLOBAL PARTNERS LTD   0 0
    HOUSE INVESTMENTS - RE OPP FD   88,867 88,867
    WTC-ARCHIPELAGO PARTNERS   0 0
    TIFF ABSOLUTE RETURN POOL   2,866,397 3,377,486
    FIXED   0 0
    INTL EQUITY DEVELOPED   0 0
    COMMODITIES   1,158,931 1,015,208
    COLUMBUS CIRCLE   3,235,990 3,845,744
    MCKEE   3,401,171 3,872,933
    ATLANTA   1,452,694 1,704,009
    TRADEWINDS   0 0
    NEUBERGER   2,100,000 2,205,752
    NTPEF IV   440,815 416,053
    EM DEBT   417,375 438,580
    FIRST STATE   2,430,211 2,862,127
    PE CASH   24,280 24,280
    AXIOM INTERNATIONAL EQUITY   1,286,011 1,297,117
    FI TOTAL RETURN   1,085,656 1,110,366
    HARDING LOEVNER   802,567 794,299
    TEMPLETON   1,729,314 2,023,841
    NT PE V   194,578 191,940
    TT MID CAP   750,000 750,000
    BOCAGE CAPITAL   1,000,000 1,053,094
    PASSIVE LADDER   5,367,686 5,506,135

    TY 2012 LandEtcSchedule2
    Name:
    Christel DeHaan Family Foundation Inc
    EIN: 35-1939960
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value


    TY 2012 OtherExpensesSchedule
    Name:
    Christel DeHaan Family Foundation Inc
    EIN: 35-1939960
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STAFF COSTS 1,452     1,451
    POSTAGE & SHIPPING 43     43
    DUES & SUBSCRIPTIONS 2,196     2,196
    SOFTWARE MAINTENANCE 4,624     4,624
    INSURANCE 2,469     2,469
    TELEPHONE 602     602
    LICENSES 316     316
    PARTNERSHIP EXPENSE 278,862 278,862    
    FEDERAL TAXES 26,154      
    STATE TAXES 4,574      


    TY 2012 OtherIncomeSchedule2
    Name:
    Christel DeHaan Family Foundation Inc
    EIN: 35-1939960
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PARTNERSHIP INCOME/LOSS 10,602 10,815  
    OTHER INCOME 2,479 2,479  


    TY 2012 OtherProfessionalFeesSchedule
    Name:
    Christel DeHaan Family Foundation Inc
    EIN: 35-1939960
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER PROFESSIONAL FEES 1,550     1,550
    PRORATED FIDUCIARY FEES 39,800 39,800    


    TY 2012 TaxesSchedule
    Name:
    Christel DeHaan Family Foundation Inc
    EIN: 35-1939960
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EMPLOYMENT TAXES 4,275     4,275
    FOREIGN TAXES 3,013 3,013