Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter Social Security numbers on this form as it may be made public. By law, the IRS
generally cannot redact the information on the form.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
A For the 2013 calendar year, or tax year beginning 01-01-2013 , 2013, and ending 12-31-2013
BCheck if applicable:
CName of organization
THE INDIANAPOLIS FOUNDATION
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
615 NORTH ALABAMA STREET
Suite 119
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
INDIANAPOLIS, IN46204
D Employer identification number

35-0868115
E Telephone number

G Gross receipts $ 18,234,643
F Name and address of principal officer:
BRIAN PAYNE
615 NORTH ALABAMA STREET
INDIANAPOLIS,IN46204
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.CICF.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1916
M State of legal domicile: IN
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: THE FOUNDATION EXISTS TO IMPROVE INDPLS AND MARION COUNTY. CHARITABLE ASSETS ARE BUILT TO SUPPORT EFFECTIVE CHARITABLE GROUPS WITH GRANTS & PROVIDE LEADERSHIP TO ADDRESS NEEDS.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 6
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 6
5 Total number of individuals employed in calendar year 2013 (Part V, line 2a) ...... 5 37
6 Total number of volunteers (estimate if necessary) ............. 6 6
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 0 8,162
9 Program service revenue (Part VIII, line 2g) ......... 0 0
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 3,091,440 5,874,838
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 285,517 372,565
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 3,376,957 6,255,565
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 3,759,092 4,193,997
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 696,714 833,894
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet236,680    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 789,076 915,887
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 5,244,882 5,943,778
19 Revenue less expenses. Subtract line 18 from line 12....... -1,867,925 311,787
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 95,095,725 0
21 Total liabilities (Part X, line 26)............. 3,911,911 0
22 Net assets or fund balances. Subtract line 21 from line 20..... 91,183,814 0
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ............
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2013)
Form 990 (2013)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: THE MISSION OF THE INDIANAPOLIS FOUNDATION (TIF) IS TO INSPIRE, SUPPORT, AND PRACTICE PHILANTHROPY, LEADERSHIP, AND SERVICE IN OUR COMMUNITY. THROUGH THE GENEROSITY OF THOUSANDS OF DONORS, TIF IS THE STEWARD FOR CHARITABLE ASSETS FOCUSING ON THREE AREAS THAT MAKE INDIANA A BETTER PLACE TO LIVE FOR CURRENT AND FUTURE GENERATIONS: 1.) GRANTMAKING FROM A VARIETY OF FUNDS TO OTHER EFFECTIVE NOT-FOR-PROFITS 2.) COMMUNITY LEADERSHIP ON ISSUES LIKE HELPING FAMILIES OVERCOME OBSTACLES, CREATING GREAT PUBLIC SPACES, AND EMBRACING OUR ETHNIC COMMUNITIES 3.) PHILANTHROPIC ADVISING TO HELP PEOPLE MAKE THEIR CHARITABLE GIVING MORE THOUGHTFUL AND ENJOYABLE. WE ACCOMPLISH THE ABOVE THROUGH OUR THREE INITIATIVES: INSPIRING PLACES, FAMILY SUCCESS AND EDUCATION.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ......................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ............................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 1,713,228 including grants of $ 1,397,999 ) (Revenue $   )
INSPIRING PLACES THAT ATTRACT AND RETAIN TALENT. WE IMPROVE THE QUALITY OF LIFE IN THE URBAN CORE FOCUSING ON 3 ELEMENTS OF AN AREA: VIBRANCY - BUILDING A DYNAMIC ECONOMY FOR JOB RETENTION AND EXPANSION, INCREASED PROPERTY VALUES AND DIVERSIFIED TAX BASE; SAFETY - DECREASING BLIGHT AND POVERTY IN NEIGHBORHOODS TO DECREASE CRIME; AND ATTRACTIVENESS - CREATING VIABLE LOCAL PLACES THAT ARE ACCESSIBLE, WALKABLE, FUN AND DIVERSE TO ATTRACT AND RETAIN HIGHLY EDUCATED RESIDENTS. WE STRENGTHEN KEY NEIGHBORHOOD SUPPORT ORGANIZATIONS. WE CHAMPION AND EDUCATE ON THE CEO'S FOR CITIES CONCEPTS, FRAMEWORKS AND RESEARCH TO ADVANCE THE VISION OF OUR COMMUNITY AS AN INSPIRING PLACE.
4b (Code:   ) (Expenses $ 1,884,551 including grants of $ 1,537,799 ) (Revenue $   )
FAMILY SUCCESS IS ABOUT SUPPORTING FAMILIES AND THEIR COMMUNITIES BY STRENGTHENING NEIGHBORHOOD-BASED PROVIDERS THAT SUPPORT LOW-INCOME FAMILIES IN INCREASING EARNINGS AND ASSETS. WE FOCUS ON PARTNERSHIPS WITH INTERMEDIARY AGENCIES AND DIRECT SERVICE ORGANIZATIONS DEVELOPING A ROBUST NETWORK OF CENTERS FOR WORKING FAMILIES, INCREASING ORGANIZATIONAL CAPACITY OF NEIGHBORHOOD CENTERS, LEVERAGING ADDITIONAL FUNDING AND CHAMPIONING THE IMPORTANCE OF NEIGHBORHOOD CENTERS.
4c (Code:   ) (Expenses $ 1,541,905 including grants of $ 1,258,199 ) (Revenue $   )
OUR EDUCATION INITIATIVE EMPHASIZES ACCESS TO AND SUPPORT FOR HIGHER EDUCATION. IT HELPS OUR COMMUNITY IMPROVE PUBLIC INSTRUCTION AND STUDENT ACADEMIC ACHIEVEMENT BASED ON EDUCATIONAL INDICATORS. WE INVEST IN COMMUNITY-BASED ORGANIZATIONS THAT PROVIDE COLLEGE ACCESS AND READINESS PROGRAMMING. WE ARE CHAMPIONS FOR THE IMPORTANCE OF ACCESSING POST-SECONDARY OPPORTUNITIES. WE ARE BUILDING A NETWORK OF COMMUNITY-BASED NOT-FOR-PROFIT ORGANIZATIONS TO HELP MARION COUNTY YOUTH CONNECT TO CARING ADULTS, ACCESS FINANCIAL RESOURCES, FIND THE RIGHT COLLEGE AND PREPARE ACADEMICALLY.
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet5,139,684
Form 990 (2013)
Form 990 (2013)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment........................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? ...
2
 
No
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II........
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C,
Part III
............................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment........................
6
Yes
 
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment
...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment
...................
11a
 
No
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
 
No
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment.........................
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E....
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?.....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions)....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2013)
Form 990 (2013)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II... Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants or other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?
......................
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I........
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I...................
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If so, complete Schedule L, Part II....................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV ..........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes,"
complete Schedule L, Part IV
.....................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV...
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M.............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N,
Part I
........................... Click to see attachment
31
Yes
 
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II...................... Click to see attachment
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........ Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1........................ Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2... Click to see attachment
35b
Yes
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2013)
Form 990 (2013)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V ..............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
1
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
37
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?..........................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?............................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?............................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?............
8
 
No
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?..........
9a
 
No
b
Did the organization make a distribution to a donor, donor advisor, or related person?.......
9b
 
No
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year. ....................
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note.
See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
No
Form 990 (2013)
Form 990 (2013)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI ..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year .....................
1a
6
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
6
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done.......................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
IN
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization:
MediumBulletJENNIFER BARTENBACH615 NORTH ALABAMA STREET SUITE 119IndianapolisIN46204 (317) 631-6542
Form 990 (2013)
Form 990 (2013)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII ..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

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

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

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

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) CYNTHIA SIMON SKJODT........................................................................
SECRETARY
1.0
.......................2.0
X   X       0 0 0
(2) GREGORY F HAHN........................................................................
BOARD MEMBER
1.0
.......................2.0
X           0 0 0
(3) ALAN A LEVIN........................................................................
BOARD MEMBER
1.0
.......................2.0
X           0 0 0
(4) SARAH WILSON OTTE........................................................................
BOARD CHAIR
1.0
.......................2.0
X   X       0 0 0
(5) MILTON O THOMPSON........................................................................
VICE-CHAIR
1.0
.......................2.0
X   X       0 0 0
(6) JERRY D SEMLER........................................................................
BOARD MEMBER
1.0
.......................2.0
X           0 0 0
(7) BRIAN E PAYNE........................................................................
PRESIDENT & CEO
5.0
.......................35.0
    X       37,444 274,592 67,058
(8) KAY WHITAKER........................................................................
CHIEF FINANCIAL OFFICER
5.0
.......................35.0
    X       765 5,120 2,656
(9) ROBERT A MACPHERSON........................................................................
VP DEVELOPMENT
4.0
.......................36.0
    X       15,809 127,908 40,872
(10) ELIZABETH TATE........................................................................
VP GRANTMAKING
10.0
.......................30.0
    X       44,151 81,994 42,219
(11) JENNIFER K BARTENBACH........................................................................
CHIEF FINANCIAL OFFICER
5.0
.......................35.0
    X       15,661 104,806 4,171












Form 990 (2013)
Form 990 (2013)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;


























1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 113,830 594,420 156,976
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet0
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet0
Form 990 (2013)
Form 990 (2013)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above
1f
8,162
g Noncash contributions included in lines
1a-1f:$
 
h Total. Add lines 1a-1f.......MediumBullet 8,162
 Program Service RevenueAmt Business Code
2a
b
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 0
 OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 1,296,999     1,296,999
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0      
5 Royalties...........MediumBullet 0      
(i) Real (ii) Personal
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss) 0 0
d Net rental income or (loss).......MediumBullet 0      
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 16,556,917  
b Less: cost or other basis and sales expenses 11,979,078  
c Gain or (loss) 4,577,839  
d Net gain or (loss)..........MediumBullet 4,577,839     4,577,839
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ..
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet 0    
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet 0      
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet 0      
Miscellaneous Revenue Business Code
11a OTHER INCOME 900099 372,565 372,565    
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 372,565
12 Total revenue. See Instructions......MediumBullet 6,255,565 372,565   5,874,838
Form 990 (2013)
Form 990 (2013)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX ...............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service expenses
(C)
Management and general expenses
(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21 4,193,997 4,193,997
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 0  
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16 0  
4 Benefits paid to or for members 0  
5 Compensation of current officers, directors, trustees, and key employees .... 113,830 56,915 34,149 22,766
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 0      
7 Other salaries and wages 448,983 224,491 134,695 89,797
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 155,763 77,881 46,729 31,153
9 Other employee benefits ....... 75,060 37,530 22,518 15,012
10 Payroll taxes ........... 40,258 20,129 12,077 8,052
11 Fees for services (non-employees):        
a Management ...... 0      
b Legal ......... 17,423 8,712 5,227 3,484
c Accounting ........... 24,480 12,240 7,344 4,896
d Lobbying ........... 0      
e Professional fundraising services. See Part IV, line 17 0  
f Investment management fees ...... 566,383 353,989 212,394  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........ 15,475 7,737 4,643 3,095
12 Advertising and promotion .... 22,984 11,492 6,895 4,597
13 Office expenses ....... 28,238 14,119 8,471 5,648
14 Information technology ...... 77,182 38,591 23,155 15,436
15 Royalties .. 0      
16 Occupancy ........... 29,187 14,594 8,756 5,837
17 Travel ............ 5,049 2,524 1,515 1,010
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 11,816 5,908 3,545 2,363
20 Interest ........... 0      
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization ..... 10,167 5,084 3,050 2,033
23 Insurance .............. 3,116 1,558 935 623
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a CONSULTING 81,823 40,911 24,547 16,365
b DUES & MEMBERSHIP FEES 12,329 6,164 3,699 2,466
c EMPLOYEE RELATIONS 10,235 5,118 3,070 2,047
d
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 5,943,778 5,139,684 567,414 236,680
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2013)
Form 990 (2013)
Page 11
Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ............. 0 1 0
2 Savings and temporary cash investments ......... 4,145,667 2 0
3 Pledges and grants receivable, net ........... 197,965 3 0
4 Accounts receivable, net ............. 0 4 0
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
0 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
0 6 0
7 Notes and loans receivable, net ............. 0 7 0
8 Inventories for sale or use .............. 0 8 0
9 Prepaid expenses and deferred charges .......... 0 9 0
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 0
b Less: accumulated depreciation ..... 10b 0 1,467,217 10c 0
11 Investments—publicly traded securities .......... 47,605,883 11 0
12 Investments—other securities. See Part IV, line 11 ..... 31,592,059 12 0
13 Investments—program-related. See Part IV, line 11 ..... 1,160,000 13 0
14 Intangible assets ............... 0 14 0
15 Other assets. See Part IV, line 11 ........... 8,926,934 15 0
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 95,095,725 16 0
Liabilities 17 Accounts payable and accrued expenses ......... 556,054 17 0
18 Grants payable ................. 19,500 18 0
19 Deferred revenue ................ 0 19 0
20 Tax-exempt bond liabilities ............. 0 20 0
21 Escrow or custodial account liability. Complete Part IV of Schedule D.. 0 21 0
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L.......... 0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 0 23 0
24 Unsecured notes and loans payable to unrelated third parties .... 0 24 0
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D.................... 3,336,357 25 0
26 Total liabilities. Add lines 17 through 25......... 3,911,911 26 0
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 81,124,851 27 0
28 Temporarily restricted net assets ........... 859,556 28 0
29 Permanently restricted net assets ........... 9,199,407 29 0
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds ........   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 91,183,814 33 0
34 Total liabilities and net assets/fund balances ........ 95,095,725 34 0
Form 990 (2013)
Form 990 (2013)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
6,255,565
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
5,943,778
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
311,787
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
91,183,814
5
Net unrealized gains (losses) on investments ...............
5
9,903,207
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-101,398,808
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
0
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII .............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2013)
Form 990, Special Condition Description:
Special Condition Description
Additional Data


Software ID:  
Software Version:  
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
right arrow Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
THE INDIANAPOLIS FOUNDATION
 
Employer identification number

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

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 21 300,450 500 255,516 380,727 937,214
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......           0
3 The value of services or facilities furnished by a governmental unit to the organization without charge..           0
4 Total. Add lines 1 through 3 21 300,450 500 255,516 380,727 937,214
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. 0
6 Public support. Subtract line 5 from line 4. 937,214
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
7 Amounts from line 4.. 21 300,450 500 255,516 380,727 937,214
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 1,876,242 1,580,357 1,079,978 1,258,944 1,296,999 7,092,520
9 Net income from unrelated business activities, whether or not the business is regularly carried on..           0
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.).. 0 0 0 0 0 0
11 Total support (Add lines 7 through 10). 8,029,734
12
12
 
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization, check this box and stop here.................................................right arrow
Section C. Computation of Public Support Percentage
14
14
11.672 %
15
15
9.880 %
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
0 %
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2013

Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions. SchDMd Bullet Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
THE INDIANAPOLIS FOUNDATION
 
Employer identification number

35-0868115
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) .....    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIII and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance ....   97,308,737 104,090,180 97,490,670 85,199,227
b Contributions ........   25,957 -3,741 27,929 1,454
c Net investment earnings, gains, and losses   10,166,319 -1,167,731 12,318,218 18,450,937
d Grants or scholarships .....   1,671,846 4,460,875 4,299,806 4,785,787
e Other expenditures for facilities
and programs ........
  60,635 58,354 176,645 195,458
f Administrative expenses ....   1,323,022 1,090,742 1,270,186 1,179,703
g End of year balance ......   104,445,510 97,308,737 104,090,180 97,490,670
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet  
c
Temporarily restricted endowment SchDMd Bullet  
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
No
(ii) related organizations ........................
3a(ii)
Yes
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
Yes
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................      
b Buildings ................        
c Leasehold improvements ............        
d Equipment ................        
e Other .................        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet  
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)
(b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes  








Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet  
2. Liability for uncertain tax positions In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII ..................................................
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 16,333,611
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a 9,903,207
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d 209,950
e Add lines 2a through 2d ..................... 2e 10,113,157
3 Subtract line 2e from line 1..................... 3 6,220,454
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b 35,111
c Add lines 4a and 4b....................... 4c 35,111
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 6,255,565
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 5,943,778
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d...................... 2e  
3 Subtract line 2e from line 1..................... 3 5,943,778
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b....................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 5,943,778
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART V ENDOWMENT FUNDS THE ORGANIZATION'S ENDOWMENT FUNDS ARE INTENDED TO PROVIDE LONG-TERM SUPPORT FOR VARIOUS CHARITABLE PURPOSES SERVING THE MARION COUNTY COMMUNITY. DUE TO THE CONSOLIDATED NATURE, SOME FUNDS ARE HELD AND ADMINISTERED BY RELATED ORGANIZATIONS. ASC 740 FOOTNOTE MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. PART XI LINE 2D UNREALIZED PENSION REVENUE $209,950 LINE 4B TRANSFERS 34,115 CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 996 TOTAL $35,111
Schedule D (Form 990) 2013

Additional Data


Software ID:  
Software Version:  




Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
THE INDIANAPOLIS FOUNDATION
 
Employer identification number
35-0868115
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government
(b) EIN (c) IRC Code section
if applicable
(d) Amount of cash grant (e) Amount of non-cash
assistance
(f) Method of valuation
(book, FMV, appraisal,
other)
(g) Description of
non-cash assistance
(h) Purpose of grant
or assistance
(1) Adult & Child Mental Health Center Inc
222 E Ohio St Ste 600
Indianapolis,IN46204
35-1534713 501(c)(3) 13,824       Program Support
(2) Arsenal Technical High School Library
1500 E Michigan St
Indianapolis,IN462013098
35-6002486 Educational Org 10,500       Program Support
(3) Art With a Heart
1125 Brookside Ave Ste B1
Indianapolis,IN46202
02-0570317 501(c)(3) 30,528       Program Support
(4) Arts Council of Indianapolis
924 N Pennsylvania St
Indianapolis,IN462041021
31-1225893 501(c)(3) 23,040       Program Support
(5) Asante Children's Theatre
PO Box 22344
Indianapolis,IN46222
35-2203194 501(c)(3) 8,640       Program Support
(6) Beech Grove High School Library
5330 Hornet Ave
Beech Grove,IN461072306
35-6002175 Educational Org 8,750       Program Support
(7) Ben Davis High School Library
1200 N Girls School Rd
Indianapolis,IN462146699
35-1072270 Educational Org 14,500       Program Support
(8) Ben Davis Ninth Grade Center Library
1150 N Girls School Rd
Indianapolis,IN462143401
35-1072270 Educational Org 9,500       Program Support
(9) Ben Davis University High School Library
1155 S High School Rd
Indianapolis,IN46214
35-1072270 Educational Org 8,750       Program Support
(10) Benjamin Harrison Presidential Site
1230 N Delaware St
Indianapolis,IN46202
35-1117501 501(c)(3) 23,040       Program Support
(11) Big Car
615 N Alabama St Ste 119
Indianapolis,IN46204
11-3725157 501(c)(3) 28,800       Program Support
(12) Booth Tarkington Civic Theatre
3 Center Green Suite 200
Carmel,IN46032
35-0230360 501(c)(3) 7,200       Program Support
(13) Brebeuf Jesuit Preparatory School Library
2801 W 86th St
Indianapolis,IN46268
35-1062640 501(c)(3) 8,750       Program Support
(14) Broad Ripple Alliance for Progress
6311 Westfield Blvd Suite 101
Indianapolis,IN46220
35-2093353 501(c)(3) 10,080       Program Support
(15) Broad Ripple High School Library
1115 Broad Ripple Ave
Indianapolis,IN462202098
35-6002486 Educational Org 8,750       Program Support
(16) Brooke's Place for Grieving Young People Inc
50 E 91st St Suite 103
Indianapolis,IN46240
35-2045122 501(c)(3) 12,672       Program Support
(17) Business Ownership Initiative of Indiana
111 Monument Cir Suite 2450
Indianapolis,IN46204
35-2028160 501(c)(3) 5,760       Program Support
(18) Butler University
4600 Sunset Ave
Indianapolis,IN46208
35-0867977 501(c)(3) 69,120       Program Support
(19) Cardinal Ritter High School Library
3360 W 30th St
Indianapolis,IN462222139
35-1096103 501(c)(3) 8,750       Program Support
(20) Castleton United Methodist Church
7160 Shadeland Station
Indianapolis,IN46256
35-1149228 501(c)(3) 7,500       Program Support
(21) Cathedral High School Library
5225 E 56th St
Indianapolis,IN46226
35-6254955 501(c)(3) 9,500       Program Support
(22) Christian Theological Seminary
1000 W 42nd St
Indianapolis,IN462080267
35-1045939 501(c)(3) 14,400       Program Support
(23) CICOA Aging & In-Home Solutions
4755 Kingsway Dr
Indianapolis,IN46205
35-1310387 501(c)(3) 67,179       Program Support
(24) City of Indianapolis
200 E Washington St
Indianapolis,IN46204
35-6001063 Local Elected G 17,280       Program Support
(25) Coalition for Homelessness Intervention & Preventi
3737 N Meridian St
Indianapolis,IN46208
31-1254018 501(c)(3) 50,573       Program Support
(26) Coburn Place Safe Haven
604 E 38th St
Indianapolis,IN46205
37-1421922 501(c)(3) 20,160       Program Support
(27) Community Alliance of the Far Eastside (CAFE)
8902 E 38th St
Indianapolis,IN46226
35-2018453 501(c)(3) 28,800       Program Support
(28) Connect2Help
3901 N Meridian St
Indianapolis,IN46208
31-1216792 501(c)(3) 28,800       Program Support
(29) Council On Foundations
2121 Crystal Dr
Arlington,VA22202
13-6068327 501(c)(3) 5,697       Program Support
(30) Crispus Attucks Medical Magnet High School Librar
1140 Dr Martin Luther King Jr St
Indianapolis,IN46202
35-6002486 Educational Org 6,500       Program Support
(31) daVinci Pursuit
826 N Graham Ave
Indianapolis,IN46219
27-1317762 501(c)(3) 25,920       Program Support
(32) Day Nursery Association of Indianapolis Inc
615 N Alabama St Suite 300
Indianapolis,IN46204
35-0888763 501(c)(3) 86,400       Program Support
(33) Decatur Central High School Library
5251 Kentucky Ave
Indianapolis,IN462213616
35-1097820 Educational Org 10,500       Program Support
(34) Domestic Violence Network
9539 Valapraiso Ct
Indianapolis,IN46268
35-2014673 501(c)(3) 28,800       Program Support
(35) Dove Recovery House for Women
14 N Highland Ave
Indianapolis,IN46202
35-2120680 501(c)(3) 23,040       Program Support
(36) Dyslexia Institute of Indiana Inc
8395 Keystone Crossing Ste 104
Indianapolis,IN46240
35-1780312 501(c)(3) 10,207       Program Support
(37) Englishton Park United Presbyterian Ministries In
PO Box 240
Lexington,IN47138
23-7378186 501(c)(3) 17,280       Program Support
(38) Eskenazi Health Foundation
1001 W 10th St
Indianapolis,IN46202
31-1132066 501(c)(3) 72,000       Program Support
(39) Exodus RefugeeImmigration Inc
1125 Brookside Ave Suite C9
Indianapolis,IN46202
35-1900090 501(c)(3) 21,312       Program Support
(40) Flanner House of Indianapolis Inc
2424 Dr Martin Luther King Jr St
Indianapolis,IN46208
35-0942628 501(c)(3) 23,040       Program Support
(41) Franklin Central High School Library
6215 S Franklin Rd
Indianapolis,IN46259
35-1105649 Educational Org 12,500       Program Support
(42) Freewheelin' Community Bikes
3355 N Central Ave
Indianapolis,IN46205
26-3748830 501(c)(3) 5,760       Program Support
(43) Gennesaret Free Clinic
615 N Alabama St Ground Floor St
Indianapolis,IN462041414
35-1776518 501(c)(3) 25,920       Program Support
(44) George Washington Community School Library
2215 W Washington St
Indianapolis,IN46222
35-6002486 Educational Org 8,750       Program Support
(45) Gleaners Food Bank of Indiana Inc
3737 Waldemere Ave
Indianapolis,IN462417234
35-1483868 501(c)(3) 34,560       Program Support
(46) Greater Indianapolis Progress Committee
Department of Public Safety 200 E W
Indianapolis,IN46204
35-1109966 501(c)(3) 57,600       Program Support
(47) Harrison Center for the Arts Inc
1505 North Delaware
Indianapolis,IN46202
01-0798626 501(c)(3) 28,800       Program Support
(48) HealthNet Inc
3403 E Raymond St
Indianapolis,IN46203
35-1579827 501(c)(3) 25,920       Program Support
(49) Heartland Actor's Repertory Theatre
5760 N Keystone Ave
Indianapolis,IN46220
56-2609331 501(c)(3) 14,400       Program Support
(50) Heritage Christian School Library
6401 E 75th St
Indianapolis,IN46250
35-1111818 501(c)(3) 6,500       Program Support
(51) Hoosier Environmental Council
3951 N Meridian St Suite 100
Indianapolis,IN46208
35-1576694 501(c)(3) 11,520       Program Support
(52) Horizon House
1033 E Washington St
Indianapolis,IN462023952
35-1759503 501(c)(3) 28,800       Program Support
(53) Indiana Ballet Conservatory
849 W Carmel Dr
Carmel,IN46032
27-2928161 501(c)(3) 14,400       Program Support
(54) Indiana Grantmakers Alliance
32 East Washington St 1100 Symphon
Indianapolis,IN462043583
35-1835134 501(c)(3) 7,200       Program Support
(55) Indiana Humanities
1500 N Delaware St
Indianapolis,IN462022419
35-1344382 501(c)(3) 23,040       Program Support
(56) Indiana Landmarks
1201 Central Ave
Indianapolis,IN46202
35-1162873 501(c)(3) 14,400       Program Support
(57) Indiana Repertory Theatre Inc
140 W Washington St
Indianapolis,IN462043465
35-1186290 501(c)(3) 40,000       Program Support
(58) Indiana University Foundation
340 W Michigan St
Indianapolis,IN46202
35-6018940 501(c)(3) 43,200       Program Support
(59) Indianapolis Chamber Orchestra
4603 Clarendon Rd Suite 36
Indianapolis,IN46208
31-1132072 501(c)(3) 5,760       Program Support
(60) Indianapolis Children's Choir
4600 Sunset Ave
Indianapolis,IN46208
35-1690755 501(c)(3) 18,720       Program Support
(61) Indianapolis Congregation Action Network
337 N Warman Ave
Indianapolis,IN46222
45-2349567 Religious Organ 28,800       Program Support
(62) Indianapolis Parks Foundation
615 N Alabama St Suite 119
Indianapolis,IN46204
35-1860468 501(c)(3) 11,520       Program Support
(63) Indianapolis Symphony Orchestra
32 E Washington St Suite 600
Indianapolis,IN462042919
35-0998627 501(c)(3) 23,040       Program Support
(64) Indianapolis Zoological Society Inc
1200 W Washington St PO Box 223
Indianapolis,IN46222
35-1074747 501(c)(3) 28,800       Program Support
(65) Indy Reads
Library Services Center 2450 N Mer
Indianapolis,IN46208
31-1227489 501(c)(3) 17,280       Program Support
(66) Irvington Development Organization
338 S Arlington Ave Ste 202
Indianapolis,IN46219
76-0716202 501(c)(3) 6,912       Program Support
(67) IUPUI University Library
755 W Michigan St
Indianapolis,IN462025195
35-6001673 Educational Org 23,508       Program Support
(68) John Marshall Community School Library
10101 E 38th St
Indianapolis,IN46236
35-6002486 Educational Org 8,750       Program Support
(69) John P Craine House Inc
6130 N Michigan Rd
Indianapolis,IN46228
35-1021203 501(c)(3) 28,800       Program Support
(70) Joy's House
2028 E Broad Ripple Ave
Indianapolis,IN46220
35-2083290 501(c)(3) 70,000       Program Support
(71) Keep Indianapolis Beautiful Inc
1029 Fletcher Ave Suite 100
Indianapolis,IN46203
31-1005792 501(c)(3) 8,640       Program Support
(72) King Park Area Development Corporation
2430 N Delaware St
Indianapolis,IN462054334
35-1704590 501(c)(3) 28,224       Program Support
(73) Lafayette Square Area Coalition
Westview Hospital 3630 Guion Rd
Indianapolis,IN46222
20-4008623 501(c)(3) 25,920       Program Support
(74) Lawrence Central High School Library
7300 E 56th St
Indianapolis,IN46226
35-6006802 Educational Org 12,500       Program Support
(75) Little Red Door Cancer Agency
1801 N Meridian St
Indianapolis,IN46202
35-0914096 501(c)(3) 33,894       Program Support
(76) Madison County Community Foundation Inc
33 W Tenth St Suite 600
Anderson,IN460151056
35-1859959 501(c)(3) 14,400       Program Support
(77) Marion County Commission on Youth
3901 N Meridian St Suite 201
Indianapolis,IN462080409
35-1900516 501(c)(3) 28,800       Program Support
(78) Marion Superior Court - Community Court
902 Virginia Ave
Indianapolis,IN46203
45-2958867 501(c)(3) 14,400       Program Support
(79) Midtown Inc
615 N Alabama St Ste 119
Indianapolis,IN46204
80-0228952 501(c)(3) 28,800       Program Support
(80) North Central High School Library
1801 E 86th St
Indianapolis,IN462402345
35-6005690 Educational Org 6,000       Program Support
(81) Outreach Inc
PO Box 11416
Indianapolis,IN46201
35-1989358 501(c)(3) 16,128       Program Support
(82) People for Urban Progress
1043 Virginia Ave Suite 213
Indianapolis,IN46203
26-3733786 501(c)(3) 17,280       Program Support
(83) Perry Meridian High School Library
401 W Meridian School Rd
Indianapolis,IN46217
35-6006777 Educational Org 12,500       Program Support
(84) Pike High School Freshman Center Library
6801 Zionsville Rd
Indianapolis,IN46268
35-6006872 Educational Org 8,750       Program Support
(85) Pike High School Library
5401 W 71st St
Indianapolis,IN46268
35-6006872 Educational Org 12,500       Program Support
(86) Planned Parenthood of Indiana and Kentucky
200 S Meridian St Ste 400
Indianapolis,IN46206
35-0874276 501(c)(3) 23,040       Program Support
(87) Project HOME Indy
PO Box 683
Indianapolis,IN46206
20-5045345 501(c)(3) 11,520       Program Support
(88) Propylaeum Historic Foundation
1410 N Delaware St
Indianapolis,IN46202
31-1015937 501(c)(3) 8,640       Program Support
(89) Reach for Youth Inc
3505 N Washington Blvd
Indianapolis,IN462053718
23-7456842 501(c)(3) 23,040       Program Support
(90) Reach Out and Read Inc
56 Roland St Suite 100D
Boston,MA02129
04-3481253 501(c)(3) 23,040       Program Support
(91) Roncalli High School Library
3300 Prague Rd
Indianapolis,IN46227
35-1018460 501(c)(3) 9,500       Program Support
(92) Shalom Health Care Center Inc
3400 Lafayette Rd Suite 200
Indianapolis,IN462221147
06-1645027 501(c)(3) 7,200       Program Support
(93) Southeast Neighborhood Development Inc
1035 Sanders St Ste 118
Indianapolis,IN46203
35-1557200 501(c)(3) 14,400       Program Support
(94) Southport High School Library
971 E Banta Rd
Indianapolis,IN462272299
35-6006777 Educational Org 12,500       Program Support
(95) Speedway High School Library
5357 W 25th St
Indianapolis,IN462243998
35-6002509 Educational Org 6,500       Program Support
(96) Steward Speakers
PO Box 88104
Indianapolis,IN462088104
45-3193332 501(c)(3) 14,400       Program Support
(97) Stopover Inc
2236 E 10th St
Indianapolis,IN462012099
35-1361111 501(c)(3) 23,040       Program Support
(98) Summer Advantage USA
407 N Fulton St Suite 102
Indianapolis,IN46202
26-3185485 501(c)(3) 25,920       Program Support
(99) The Athenaeum Foundation Inc
401 E Michigan St
Indianapolis,IN46204
35-1834667 501(c)(3) 14,976       Program Support
(100) The Indianapolis Public Library Foundation Inc
PO Box 6134
Indianapolis,IN462066134
23-7016089 501(c)(3) 591,300       Program Support
(101) The Julian Center Inc
2011 N Meridian St
Indianapolis,IN46202
35-1346514 501(c)(3) 27,023       Program Support
(102) The Mozel Sanders Foundation
709 N Belmont Ave
Indianapolis,IN46222
35-2025644 501(c)(3) 8,640       Program Support
(103) The Orchard School
615 W 64th St
Indianapolis,IN462604798
35-0909975 Educational Org 5,760       Program Support
(104) The Salvation Army
3100 N Meridian St
Indianapolis,IN46208
36-2167910 501(c)(3) 5,760       Program Support
(105) United Way of Central Indiana
3901 N Meridian St PO Box 88409
Indianapolis,IN462080409
35-1007590 501(c)(3) 345,181       Program Support
(106) VSA Indiana Inc
1505 N Delaware St Suite 100
Indianapolis,IN46202
35-1529183 501(c)(3) 36,888       Program Support
(107) Warren Central High School Library
9500 E 16th St
Indianapolis,IN46229
35-6006000 Educational Org 14,500       Program Support
(108) West Indianapolis Development Corp
1211 S Hiatt St
Indianapolis,IN462211108
35-1886746 501(c)(3) 14,400       Program Support
(109) Westminster Neighborhood Ministries
445 N State Ave PO Box 11465
Indianapolis,IN462010465
35-1279675 501(c)(3) 21,859       Program Support
(110) WFYI Public Media
1630 N Meridian St Suite 2105
Indianapolis,IN46202
35-1147600 501(c)(3) 5,760       Program Support
(111) Young Audiences of Indiana Inc dba Arts for Lear
3921 N Meridian St Suite 210
Indianapolis,IN462084011
35-1148812 501(c)(3) 44,276       Program Support
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
111
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2013

Schedule I (Form 990) 2013
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients
(c)Amount of
cash grant
(d)Amount of
non-cash assistance
(e)Method of valuation (book,
FMV, appraisal, other)
(f)Description of non-cash assistance












Part IV
Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
SCHEDULE I PART I QUESTION 2 When making a grant, the foundation verifies the grantee organization's charitAble status and that the grantee is compliant with all conditions and past grant reporting requirements. We will not award a new grant to the organization until overdue grant reports have been submitted and approved by the assigned foundation staff. Staff compares the report with the purpose of the grant and follows up with the organization regarding any concerns. For large or conditional grants, foundation staff may conduct conversations or site visits prior to, during, and after a grant is issued. A letter accompanying all grant payments includes the grant purpose and reporting requirements if applicable (greater than $25,000). The letter also includes language that states the grant funds must be used solely for the charitable purposes described in the letter, and that any unused funds must be returned to the foundation immediately unless an amended grant purpose is authorized by the foundation in writing.
Schedule I (Form 990) 2013


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Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
THE INDIANAPOLIS FOUNDATION
 
Employer identification number

35-0868115
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits
(E) Total of columns
(B)(i)-(D)
(F) Compensation
reported as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1)BRIAN E PAYNEPRESIDENT & CEO (i)
(ii)
37,444
274,592
0
0
0
0
4,847
35,541
3,200
23,470
45,491
333,603
0
0
(2)ROBERT A MACPHERSONVP DEVELOPMENT (i)
(ii)
15,809
127,908
0
0
0
0
2,478
20,050
2,018
16,326
20,305
164,284
0
0
(3)ELIZABETH TATEVP GRANTMAKING (i)
(ii)
44,151
81,994
0
0
0
0
8,733
16,218
6,044
11,224
58,928
109,436
0
0
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Return Reference Explanation
Schedule J (Form 990) 2013

Additional Data


Software ID:  
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SCHEDULE N
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Liquidation, Termination, Dissolution, or Significant Disposition of Assets
bullet Complete if the organization answered "Yes" to Form 990, Part IV, lines 31 or 32; or Form 990-EZ, line 36.
bullet Attach certified copies of any articles of dissolution, resolutions, or plans.
bullet Attach to Form 990 or 990-EZ.
bulletInformation about Schedule N (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
THE INDIANAPOLIS FOUNDATION
 
Employer identification number
35-0868115
Part I
Liquidation, Termination, or Dissolution. Complete this part if the organization answered "Yes" to Form 990, Part IV, line 31, or Form 990-EZ, line 36.
Part I can be duplicated if additional space is needed.Click to see attachment
1(a)Description of asset(s)
distributed or transaction
expenses paid
(b)Date of
distribution
(c)Fair market value of
asset(s) distributed or
amount of transaction
expenses
(d)Method of
determining FMV for
asset(s) distributed or
transaction expenses
(e)EIN of recipient (f)Name and address of recipient (g)IRC section
of recipient(s) (if
tax-exempt) or type
of entity
CASH & EQUIVALENTS 12-31-2013 2,103,943 MARKET VALUE 45-4618430 INDIANAPOLIS FOUNDATION INC
615 N ALABAMA STREET SUITE 119
INDIANAPOLIS,IN46204
501(C)(3)
INVESTMENTS 12-31-2013 89,882,106 MARKET VALUE 45-4618430 INDIANAPOLIS FOUNDATION INC
615 N ALABAMA STREET SUITE 119
INDIANAPOLIS,IN46204
501(C)(3)
CONTRIBUTIONS & GRANTS RECEIVABLE 12-31-2013 163,655 MARKET VALUE 45-4618430 INDIANAPOLIS FOUNDATION INC
615 N ALABAMA STREET SUITE 119
INDIANAPOLIS,IN46204
501(C)(3)
ACCRUED INVESTMENT INCOME 12-31-2013 7,243 MARKET VALUE 45-4618430 INDIANAPOLIS FOUNDATION INC
615 N ALABAMA STREET SUITE 119
INDIANAPOLIS,IN46204
501(C)(3)
BENEFICIAL REMAINDER IN PERPETUAL TRUSTS 12-31-2013 10,077,440 MARKET VALUE 45-4618430 INDIANAPOLIS FOUNDATION INC
615 N ALABAM STREET SUITE 119
INDIANAPOLIS,IN46204
501(C)(3)
PROGRAM RELATED INVESTMENTS 12-31-2013 1,160,000 MARKET VALUE 45-4618430 INDIANAPOLIS FOUNDATION INC
615 N ALABAMA STREET SUITE 119
INDIANAPOLIS,IN46204
501(C)(3)
LAND HELD FOR INVESTMENT 12-31-2013 719,098 MARKET VALUE 45-4618430 INDIANAPOLIS FOUNDATION INC
615 N ALABAMA STREET SUITE 119
INDIANAPOLIS,IN46204
501(C)(3)
PROPERTY & EQUIPMENT 12-31-2013 330,458 MARKET VALUE 45-4618430 INDIANAPOLIS FOUNDATION INC
615 N ALABAMA STREET SUITE 119
INDIANAPOLIS,IN46204
501(C)(3)
OTHER ASSETS 12-31-2013 9,827 MARKET VALUE 45-4618430 INDIANAPOLIS FOUNDATION INC
615 N ALABAMA STREET SUITE 119
INDIANAPOLIS,IN46204
501(C)(3)




Yes
No
2
Did or will any officer, director, trustee, or key employee of the organization:
a
Become a director or trustee of a successor or transferee organization? . . . . . . . . . . . . . . . . . . . . .
2a
Yes
 
b
Become an employee of, or independent contractor for, a successor or transferee organization? . . . . . . . . . . . . . . . .
2b
 
No
c
Become a direct or indirect owner of a successor or transferee organization? . . . . . . . . . . . . . . . . . . . .
2c
 
No
d
Receive, or become entitled to, compensation or other similar payments as a result of the organization's liquidation, termination, or dissolution? . . . . .
2d
 
No
e
If the organization answered "Yes" to any of the questions on lines 2a through 2d, provide the name of the person involved and explain in Part III. bullet
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or Form 990-EZ.
Cat. No. 50087Z
Schedule N (Form 990 or 990-EZ) (2013)

Schedule N (Form 990 or 990-EZ) (2013)
Page 2
Part I
Liquidation, Termination, or Dissolution (continued)
Note. If the organization distributed all of its assets during the tax year, then Form 990, Part X, column (B), line 16 (Total assets), and line 26 (Total liabilities), should equal -0-.
Yes
No
3
Did the organization distribute its assets in accordance with its governing instrument(s)? If "No," describe in Part III . . . . . . . . . . .
3
Yes
 
4a
Is the organization required to notify the attorney general or other appropriate state official of its intent to dissolve, liquidate, or terminate? . . . . . .
4a
Yes
 
b
If "Yes," did the organization provide such notice? . . . . . . . . . . . . . . . . . . . . . . . . . .
4b
Yes
 
5
Did the organization discharge or pay all of its liabilities in accordance with state laws? . . . . . . . . . . . . . . . . .
5
Yes
 
6a
Did the organization have any tax-exempt bonds outstanding during the year? . . . . . . . . . . . . . . . . . . . .
6a
 
No
b
Did the organization discharge or defease all of its tax-exempt bond liabilities during the tax year in accordance with the Internal Revenue Code and state laws? .
6b
 
 
c
If "Yes" to line 6b, describe in Part III how the organization defeased or otherwise settled these liabilities. If "No," explain in Part III.

Part II
Sale, Exchange, Disposition, or Other Transfer of More Than 25% of the Organization's Assets. Complete this part if the organization answered "Yes" to Form 990, Part IV, line 32, or Form 990-EZ, line 36. Part II can be duplicated if additional space is needed.
1(a) Description of asset(s)
distributed or transaction
expenses paid
(b) Date of
distribution
(c) Fair market value of
asset(s) distributed or
amount of transaction
expenses
(d) Method of
determining FMV for
asset(s) distributed or
transaction expenses
(e) EIN of recipient (f) Name and address of recipient (g) IRC section
of recipient(s) (if
tax-exempt) or type
of entity
















Yes
No
2
Did or will any officer, director, trustee, or key employee of the organization:
a
Become a director or trustee of a successor or transferee organization? . . . . . . . . . . . . . . . . . . . . .
2a
Yes
 
b
Become an employee of, or independent contractor for, a successor or transferee organization? . . . . . . . . . . . . . . . .
2b
 
No
c
Become a direct or indirect owner of a successor or transferee organization? . . . . . . . . . . . . . . . . . . . . .
2c
 
No
d
Receive, or become entitled to, compensation or other similar payments as a result of the organization’s significant disposition of assets? . . . . . . .
2d
 
No
e
If the organization answered "Yes" to any of the questions on lines 2a through 2d, provide the name of the person involved and explain in Part III. bullet
Schedule N(Form 990 or 990-EZ) (2013)

Schedule N (Form 990 or 990-EZ) (2013)
Page 3
Part III
Supplemental Information. Provide the information required by Part I, lines 2e and 6c, and Part II, line 2e. Also complete this part to provide any additional information.
Return Reference Explanation
PART I, LINE 2A ALL OF THE BOARD MEMBERS OF THE INDIANAPOLIS FOUNDATION ARE ALSO BOARD MEMBERS OF THE INDIANAPOLIS FOUNDATION INC.
Schedule N (Form 990 or 990-EZ) (2013)


Additional Data


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

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

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
THE INDIANAPOLIS FOUNDATION
 
Employer identification number

35-0868115
Return Reference Explanation
FORM 990 PART V QUESTION 2A & 2B The Indianapolis Foundation employees are paid through a common paymaster. The Central Indiana Community Foundation Inc. (CICF) is the common paymaster (CICF EIN#35-1793680). CICF files all required federal employment tax returns, which include all of The Indianapolis Foundation employees.
FORM 990 PART VI QUESTION 6: The Indianapolis Foundation does not have members or stockholders; however, each member of the Board of Trustees as appointed in accordance with the Amended Resolution establishing The Indianapolis Foundation dated January 12, 1978, shall be a Trustee Director of the Central Indiana Community Foundation. The Board of Trustees are appointed as follows: two are appointed by the Mayor of Indianapolis, two are appointed by the Marion County Circuit Court, and two by the Federal District Court for the Southern District of Indiana. QUESTION 11B: FOLLOWING A DETAILED REVIEW BY THE CHIEF FINANCIAL OFFICER AND AN INDEPENDENT ACCOUNTING FIRM, THE FORM 990 AND SCHEDULES ARE PROVIDED TO ALL BOARD MEMBERS PRIOR TO SUBMISSION TO THE IRS. QUESTION 12C: Conflict of interest policies are completed annually by all board members and staff. The policy statements are reviewed annually by officers of The Indianapolis Foundation. A conflict of interest log is maintained with the name and relationship, if any, with other board members. When Foundation business is being conducted and there is a conflict, the board or staff members abstain from voting on related matters. This is documented in board minutes. QUESTION 15A & 15B: Comparative compensation information is gathered by the human resource manager and used to determine appropriateness of individual compensation for all employees as part of the annual review and budgeting process. This review is performed by the CEO, CFO, and COO. The Chairman of the Board of Directors performs a review and makes a recomendation for compensation adjustments for the CEO. QUESTION 19: THE PUBLIC DISCLOSURE COPY OF FORM 990, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND THE FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. PART IX THE INDIANAPOLIS FOUNDATION DISTRIBUTES ALL FUNDRAISING REVENUE TO A RELATED ENTITY, BUT THE FUNDRAISING EXPENSES REMAIN ON THEIR BOOKS.
PART XI LINE 9 CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT (996) TRANSFERS (34,115) UNREALIZED PENSION EXPENSE 209,950 TRANSFER TO RELATED ORGANIZATION (101,573,647) TOTAL: ($101,398,808)
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2013

Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.
MediumBullet
Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
THE INDIANAPOLIS FOUNDATION
 
Employer identification number

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


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Total income


(e)
End-of-year assets


(f)
Direct controlling
entity











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


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section


(e)
Public charity status
(if section 501(c)(3))

(f)
Direct controlling
entity

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

615 N ALABAMA ST SUITE 119

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

615 N ALABAMA ST SUITE 119

INDIANAPOLIS,IN46204
35-0929970
CHARITABLE IN 501(C)(3) 11A NA
 
 
No
(3) TECHPOINT FOUNDATION

615 N ALABAMA ST SUITE 119

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

615 NORTH ALABAMA ST SUITE 119

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

615 NORTH ALABAMA ST SUITE 119

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




For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



(b)
Primary activity




(c)
Legal
domicile
(state or foreign
country)


(d)
Direct controlling
entity



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

(f)
Share of total income




(g)
Share of end-of-year
assets



(h)
Disproprtionate allocations?




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



(k)
Percentage
ownership


Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes No












Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
 
No
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
 
No
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
Yes
 
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
 
No
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
 
No
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved





Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

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




(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V?UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership


Yes No Yes No Yes No






























Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2013
Additional Data


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