Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
THE HEALTH FOUNDATION OF GREATER
INDIANAPOLIS INC

Number and street (or P.O. box number if mail is not delivered to street address)429 E VERMONT STREET NO 400   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
INDIANAPOLIS, IN46202
A Employer identification number

35-6203550
B Telephone number (see instructions)

(317) 630-1805
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$19,730,886J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach
schedule).............. 601,166
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments 212 212  
4 Dividends and interest from securities...... 595,345 595,345  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 801,611
b Gross sales price for all assets on line 6a 5,696,830
7 Capital gain net income (from Part IV, line 2)... 801,611
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 368,517 0 368,517
12 Total. Add lines 1 through 11........ 2,366,851 1,397,168 368,517
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 161,373 0 0 146,849
14 Other employee salaries and wages...... 183,032 0 0 166,559
15 Pension plans, employee benefits....... 39,855 0 0 36,268
16a Legal fees (attach schedule)......... Click to see attachment 4,766 0 0 4,337
b Accounting fees (attach schedule)....... Click to see attachment 48,151 0 0 43,817
c Other professional fees (attach schedule).... Click to see attachment 148,560 58,117 0 82,303
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 62,693 0 0 0
19 Depreciation (attach schedule) and depletion... 122,128 0 0
20 Occupancy.............. 128,062 0 0 116,537
21 Travel, conferences, and meetings....... 27,906 0 0 25,394
22 Printing and publications.......... 976 0 0 888
23 Other expenses (attach schedule)....... Click to see attachment 344,634 0 0 313,617
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,272,136 58,117 0 936,569
25 Contributions, gifts, grants paid........ 4,631,689 4,631,689
26 Total expenses and disbursements. Add lines 24 and 25 5,903,825 58,117 0 5,568,258
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -3,536,974
b Net investment income (if negative, enter -0-) 1,339,051
c Adjusted net income (if negative, enter -0-)... 368,517
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 1,456,644 2,241,254 2,241,254
3 Accounts receivable bullet2,348
Less: allowance for doubtful accounts bullet   4,937 2,348 2,348
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable................. 66,226 15,495 15,495
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges........... 53,343 52,661 52,661
10a Investments—U.S. and state government obligations (attach schedule) 9,500,116 Click to see attachment8,133,255 8,213,850
b Investments—corporate stock (attach schedule)........ 4,926,269 Click to see attachment4,272,646 4,521,710
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 827,140 Click to see attachment827,139 827,139
14 Land, buildings, and equipment: basis bullet4,794,446
Less: accumulated depreciation (attach schedule) bullet944,377 3,952,250 Click to see attachment3,850,069 3,850,069
15 Other assets (describe bullet) Click to see attachment6,852 Click to see attachment6,360 Click to see attachment6,360
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 20,793,777 19,401,227 19,730,886
Liabilities 17 Accounts payable and accrued expenses.......... 240,734 93,066
18 Grants payable.................. 1,203,917 3,529,200
19 Deferred revenue.................. 32,095 5,668
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment32,093 Click to see attachment25,329
23 Total liabilities (add lines 17 through 22).......... 1,508,839 3,653,263
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted................... 18,708,502 15,374,972
25 Temporarily restricted................ 576,436 372,992
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)...... 19,284,938 15,747,964
31 Total liabilities and net assets/fund balances (see instructions).. 20,793,777 19,401,227
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 19,284,938
2 Enter amount from Part I, line 27a..................... 2 -3,536,974
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 15,747,964
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 15,747,964
Form 990-PF (2014)
Form 990-PF (2014)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a VARIOUS MARKETABLE      
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 5,696,830   4,895,219 801,611
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       801,611
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 801,611
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2013 2,616,102 6,615,029 0.395479
2012 2,309,586 6,852,055 0.337065
2011 3,540,369 12,912,934 0.274172
2010 3,047,731 19,252,787 0.158301
2009 2,836,005 18,646,430 0.152094
2 Total of line 1, column (d) ...................... 2 1.317111
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.263422
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 6,759,994
5 Multiply line 4 by line 3....................... 5 1,780,731
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 13,391
7 Add lines 5 and 6......................... 7 1,794,122
8 Enter qualifying distributions from Part XII, line 4.............. 8 5,568,258
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2014)
Form 990-PF (2014)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 13,391
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 13,391
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 13,391
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 9,398
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 4,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 13,398
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8 79
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 72
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletIN
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.THFGI.ORG
    14
    The books are in care ofbulletBETTY WILSON Telephone no.bullet (317) 630-1805
    Located atbullet429 VERMONT STREETINDIANAPOLISIN ZIP+4bullet46202
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2014, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2014?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 2014 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2014.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.......................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    BETTY WILSON PRESIDENT & CEO
    40.00     		161,373 18,330 0
    429 E VERMONT STREET
    INDIANAPOLIS,IN46202
    DAVID SUESS CHAIR
    2.00     		0 0 0
    429 E VERMONT STREET
    INDIANAPOLIS,IN46202
    ANNE BELCHER VICE CHAIR
    2.00     		0 0 0
    429 E VERMONT STREET
    INDIANAPOLIS,IN46202
    TERESA CRAIG CPA SECRETARY
    2.00     		0 0 0
    429 E VERMONT STREET
    INDIANAPOLIS,IN46202
    DAVID KELLEHER TREASURER
    2.00     		0 0 0
    429 E VERMONT STREET
    INDIANAPOLIS,IN46202
    MICHAEL CARTER TRUSTEE
    1.00     		0 0 0
    429 E VERMONT STREET
    INDIANAPOLIS,IN46202
    JOHN HALL TRUSTEE
    1.00     		0 0 0
    429 E VERMONT STREET
    INDIANAPOLIS,IN46202
    KENNETH HULL TRUSTEE
    1.00     		0 0 0
    429 E VERMONT STREET
    INDIANAPOLIS,IN46202
    DWAYNE ISAACS TRUSTEE
    1.00     		0 0 0
    429 E VERMONT STREET
    INDIANAPOLIS,IN46202
    MONICA MEDINA TRUSTEE
    1.00     		0 0 0
    429 E VERMONT STREET
    INDIANAPOLIS,IN46202
    PATRICIA RILEY TRUSTEE
    1.00     		0 0 0
    429 E VERMONT STREET
    INDIANAPOLIS,IN46202
    ROBERT ROBINSON TRUSTEE
    1.00     		0 0 0
    429 E VERMONT STREET
    INDIANAPOLIS,IN46202
    JAMES A TRULOCK TRUSTEE
    1.00     		0 0 0
    429 E VERMONT STREET
    INDIANAPOLIS,IN46202
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    KATHY NAGLER DEVELOPMENT DIRECTOR
    40.00     		73,380 21,771 0
    429 E VERMONT STREET SUITE 400
    INDIANAPOLIS,IN46202
    JASON GRISELL PROGRAM DIRECTOR
    50.00     		73,403 11,673 0
    429 E VERMONT STREET SUITE 400
    INDIANAPOLIS,IN46202
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    SYRUS CONSTRUCTION CONSTRUCTION 162,722
    4296 W 400 S
    NEW PALESTINE,IN46163
    DUNBAR REAL ESTATE CONSTRUCTION, MANAGEMENT 109,312
    222 E OHIO ST 506
    INDIANAPOLIS,IN46204
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 NONE 0
    2  
    3  
    4  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    5,013,989
    b
    Average of monthly cash balances.......................
    1b
    1,848,949
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    6,862,938
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    6,862,938
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    102,944
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    6,759,994
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    338,000
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    338,000
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    13,391
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    13,391
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    324,609
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    324,609
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    324,609
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    5,568,258
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    5,568,258
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    13,391
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    5,554,867
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2013     		(c)
    2013     		(d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 324,609
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 1,908,515
    b From 2010....... 2,110,558
    c From 2011....... 2,969,080
    d From 2012....... 1,976,725
    e From 2013....... 2,303,809
    fTotal of lines 3a through e......... 11,268,687
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 5,568,258
    a Applied to 2013, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2014 distributable amount..... 324,609
    e Remaining amount distributed out of corpus 5,243,649
    5 Excess distributions carryover applied to 2014. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 16,512,336
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		1,908,515
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		14,603,821
    10 Analysis of line 9:
    a Excess from 2010.... 2,110,558
    b Excess from 2011.... 2,969,080
    c Excess from 2012.... 1,976,725
    d Excess from 2013.... 2,303,809
    e Excess from 2014.... 5,243,649
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2014, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2014 (b) 2013 (c) 2012 (d) 2011
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    THE HEALTH FOUNDATION OF GREATER IN
    429 E VERMONT STREET SUITE 400
    INDIANAPOLIS,IN46202
    (317) 630-1805
    INFO@THFGI.ORG
    bThe form in which applications should be submitted and information and materials they should include:
    POTENTIAL GRANTEES CAN INQUIRE PER PHONE/LETTER FOR PROSPECTIVE PROPOSALS; A FOLLOW UP MEETING IS CONDUCTED TO DISCUSS DETAILS AND ADDITIONAL INFO NEEDED. THE FOLLOWING ARE ESSENTIAL DURING THE PROPOSAL PURPOSE: 1)BRIEF SUMMARY (APPLICANT AGENCY,AMOUNT REQUESTED,PURPOSE,TIME FRAME,EXPECTED RESULTS,CONTACT INFO: NAME, ADDRESS, & TELEPHONE); COVER LETTER OR COVER SHEET W/SINGLE PAGE SYNOPSIS IS ACCEPTABLE;2)NARRATIVE (W/PROGRAM PROCEDURE DETAILS,PERSONNEL INVOLVED,ANTICIPATED OUTCOMES,MONITORING PROCEDURES); 3)COPY OF IRS DETERMINATION LETTER INDICATING TAX EXEMPT STATUS (PROPOSAL WILL NOT BE EVALUATED W/OUT IT);4)DETAILED BUDGET (INCLD: PROJECTED INC/EXP, NEW PROGRAMS MUST SUBMIT PRIOR INC/EXP STMTS & AUDITED FINANCIAL STMTS);5)VERIFICATION OF GOVERNING BODY AUTHORIZATION;6)LISTING OF GOVERNING BODY & KEY PROGRAM PERSONNEL (NAME & TITLE);7)VISUAL MATERIAL SUCH AS CHARTS, SUPPORT LETTERS MAY BE ATTACHED TO PROPOSAL.
    cAny submission deadlines:
    PROSPECTIVE GRANTEES WILL NEED TO INQUIRE WITH FOUNDATION.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    POTENTIAL GRANTEES PROPOSALS ARE EVALUATED BY THE BOARD OF DIRECTORS ON THE IMPACT/USEFULNESS TO THE COMMUNITY, ABILITY TO FULFILL NEED, FEASIBILITY, PLAN'S IMPLEMENTATION SOUNDNESS, & SUBSEQUENT LONG-TERM FINANCING. FUNDS ARE TO BE APPLIED W/IN PROPOSAL SPECIFICATIONS W/OUT ALTERATION/DIVERSION. ADDITIONAL INFORMATION I.E. SITE VISITS AND INTERVIEWS MAY BE REQUIRED. FUNDS CANNOT BE HELD TO GENERATE INVESTMENT INCOME AND UNEXPENDED AMOUNTS ARE TO BE RETURNED. PROSPECTIVE GRANTESS WILL NEED TO INQUIRE WITH FOUNDATION.
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AIDS MINISTRIESAIDS ASSIST OF N IN
    201 S WILLIAM STREET
    SOUTH BEND,IN46601     		NO RELATIONSHIP PUBLIC CHARITY PROMOTE WELLNESS 4,000
    AIDS RESOURCE GROUP OF EVANSVILLE
    201 NW 4TH STREET STE B-7
    EVANSVILLE,IN47708     		NO RELATIONSHIP PUBLIC CHARITY PROMOTE WELLNESS 17,500
    AIDS TASK FORCE OF LAPORTE
    PO BOX 64568
    GARY,IN46401     		NO RELATIONSHIP PUBLIC CHARITY PROMOTE WELLNESS 3,000
    AIDS TASK FORCE INC
    2124 FAIRFIELD AVE
    FORT WAYNE,IN46802     		NO RELATIONSHIP PUBLIC CHARITY PROMOTE WELLNESS 88,167
    AMERICORPS
    1201 NEW YORK AVENUE NW
    WASHINGTON,DC20525     		NO RELATIONSHIP PUBLIC CHARITY PROMOTE WELLNESS 84,000
    ASPIRE INDIANA
    9615 EAST 148TH STREET
    NOBLESVILLE,IN46060     		NO RELATIONSHIP PUBLIC CHARITY PROMOTE WELLNESS 5,000
    BETHLEHEM HOUSE
    130 E 30TH STREET
    INDIANAPOLIS,IN46205     		NO RELATIONSHIP PUBLIC CHARITY PROMOTE WELLNESS 45,000
    BIG BROTHERS BIG SISTERS OF CENTRAL INDIANA
    2960 N MERIDIAN ST SUITE 150
    INDIANAPOLIS,IN46208     		NO RELATIONSHIP PUBLIC CHARITY PROMOTE WELLNESS 3,500
    BROTHERS UNITED
    3737 N MERIDIAN STREET
    INDIANAPOLIS,IN46208     		NO RELATIONSHIP PUBLIC CHARITY PROMOTE WELLNESS 98,750
    CATS HAVEN
    PO BOX 30206
    INDIANAPOLIS,IN46230     		NO RELATIONSHIP PUBLIC CHARITY PROMOTE WELLNESS 1,000
    CENTRAL INDIANA LAB RESCUE AND ADOPTION INC
    8517 S 650 E
    LADOGA,IN47954     		NO RELATIONSHIP PUBLIC CHARITY PROMOTE WELLNESS 5,000
    CHASE NEAR EASTSIDE LEGACY CENTER
    2236 EAST TENTH ST
    INDIANAPOLIS,IN46201     		NO RELATIONSHIP PUBLIC CHARITY PROMOTE WELLNESS 2,500
    COLLEGE MENTORS FOR KIDS
    212 WEST 10TH STREET STE B260
    INDIANAPOLIS,IN46202     		NO RELATIONSHIP PUBLIC CHARITY PROMOTE WELLNESS 2,500
    CONCORD CENTER ASSOCIATION
    1310 S MERIDIAN STREET
    INDIANAPOLIS,IN46225     		NO RELATIONSHIP PUBLIC CHARITY PROMOTE WELLNESS 14,500
    DAMAR SERVICES
    6067 DECATUR BLVD
    INDIANAPOLIS,IN46241     		NO RELATIONSHIP PUBLIC CHARITY PROMOTE WELLNESS 2,000
    DANCE KALEIDOSCOPE
    4603 CLARENDON ROAD RM32
    INDIANAPOLIS,IN46208     		NO RELATIONSHIP PUBLIC CHARITY PROMOTE WELLNESS 2,500
    DOVE RECOVERY HOUSE FOR WOMEN
    14 N HIGHLAND AVE
    INDIANAPOLIS,IN46202     		NO RELATIONSHIP PUBLIC CHARITY PROMOTE WELLNESS 1,000
    EQUITY INSTITUTE
    1900 EAST TENTH STREET
    BLOOMINGTON,IN47406     		NO RELATIONSHIP PUBLIC CHARITY PROMOTE WELLNESS 2,500
    ESKENAZI HEALTH FOUNDATION
    1001 W 10TH STREET
    INDIANAPOLIS,IN46202     		NO RELATIONSHIP PUBLIC CHARITY PROMOTE WELLNESS 280,500
    FACE
    1505 MASSACHUSETTS AVE
    INDIANAPOLIS,IN46201     		NO RELATIONSHIP PUBLIC CHARITY PROMOTE WELLNESS 5,000
    FATHERS AND FAMILIES
    2835 N ILLINOIS ST
    INDIANAPOLIS,IN46208     		NO RELATIONSHIP PUBLIC CHARITY PROMOTE WELLNESS 5,000
    GROWING PLACES INDY
    506 N ORIENTAL ST
    INDIANAPOLIS,IN46202     		NO RELATIONSHIP PUBLIC CHARITY PROMOTE WELLNESS 3,000
    HOUSING AUTHORITY OF THE CITY OF TERRE HAUTE
    2001 NORTH 19TH ST
    TERRE HAUTE,IN47804     		NO RELATIONSHIP PUBLIC CHARITY PROMOTE WELLNESS 1,000
    INDIANA 211 PARTNERSHIP
    3901 N MERIDIAN ST STE 300
    INDIANAPOLIS,IN46208     		NO RELATIONSHIP PUBLIC CHARITY PROMOTE WELLNESS 275,000
    INDIANA PRIMARY HEALTHCARE ASSOCIATION
    429 N PENNSYLVANIA ST STE 333
    INDIANAPOLIS,IN46204     		NO RELATIONSHIP PUBLIC CHARITY PROMOTE WELLNESS 125,000
    INDIANA UNIVERSITY HEALTH BLOOMINGTON
    PO BOX 1149
    BLOOMINGTON,IN47402     		NO RELATIONSHIP PUBLIC CHARITY PROMOTE WELLNESS 22,500
    INDIANAPOLIS INTERFAITH HOSPITALITY NETWORK
    1850 N ARSENAL AVE
    INDIANAPOLIS,IN46218     		NO RELATIONSHIP PUBLIC CHARITY PROMOTE WELLNESS 5,000
    INDY PRIDE INC
    PO BOX 44403
    INDIANAPOLIS,IN46244     		NO RELATIONSHIP PUBLIC CHARITY PROMOTE WELLNESS 1,500
    IU HEALTH POSITIVE LINK
    333 EAST MILLER DRIVE
    BLOOMINGTON,IN47403     		NO RELATIONSHIP PUBLIC CHARITY PROMOTE WELLNESS 22,000
    JACKSON CENTER FOR CONDUCTIVE EDUCATION
    802 SAMUEL MOORE PKWY
    MOORESVILLE,IN46518     		NO RELATIONSHIP PUBLIC CHARITY PROMOTE WELLNESS 1,500
    JAMESON CAMP
    2001 S BRIDGEPORT ROAD
    INDIANAPOLIS,IN46231     		NO RELATIONSHIP PUBLIC CHARITY PROMOTE WELLNESS 25,000
    LAMBDA LEGAL
    120 WALL STREET 19TH FLOOR
    NEW YORK,NY10005     		NO RELATIONSHIP PUBLIC CHARITY PROMOTE WELLNESS 2,500
    LIFECARE OF INDIANA UNIVERSITY HEALTH
    1633 N CAPITAL AVE STE700
    INDIANAPOLIS,IN46202     		NO RELATIONSHIP PUBLIC CHARITY PROMOTE WELLNESS 187,650
    LITTLE RED DOOR CANCER AGENCY
    1801 NORTH MERIDIAN ST
    INDIANAPOLIS,IN46202     		NO RELATIONSHIP PUBLIC CHARITY PROMOTE WELLNESS 4,000
    MARION COUNTY HEALTH DEPT
    1101 WEST TENTH STREET
    INDIANAPOLIS,IN46202     		NO RELATIONSHIP PUBLIC CHARITY PROMOTE WELLNESS 50,000
    MARY RIGG NEIGHBORHOOD CENTER
    1920 W MORRIS STREET
    INDIANAPOLIS,IN46221     		NO RELATIONSHIP PUBLIC CHARITY PROMOTE WELLNESS 2,500
    MINORITY HEALTH COALITION
    3737 NORTH MERIDIAN ST 3RD FLOOR
    INDIANAPOLIS,IN46208     		NO RELATIONSHIP PUBLIC CHARITY PROMOTE WELLNESS 2,500
    NATIONAL JUNIOR TENNIS LEAGUE OF INDPLS
    911 EAST 86TH ST STE 31
    INDIANAPOLIS,IN46240     		NO RELATIONSHIP PUBLIC CHARITY PROMOTE WELLNESS 2,500
    OUTREACH ON THE RUN INC
    12900 HAZEL DELL PARKWAY
    CARMEL,IN46033     		NO RELATIONSHIP PUBLIC CHARITY PROMOTE WELLNESS 2,500
    PATHWAY TO RECOVERY INC
    2135 N ALABAMA STREET
    INDIANAPOLIS,IN46202     		NO RELATIONSHIP PUBLIC CHARITY PROMOTE WELLNESS 5,000
    PEACE LEARNING CENTER
    6040 DELONG RD
    INDIANAPOLIS,IN46254     		NO RELATIONSHIP PUBLIC CHARITY PROMOTE WELLNESS 25,000
    PLANNED PARENTHOOD OF IN
    PO BOX 397
    INDIANAPOLIS,IN46225     		NO RELATIONSHIP PUBLIC CHARITY PROMOTE WELLNESS 30,000
    RECYCLEFORCE
    754 N SHERMAN DRIVE
    INDIANAPOLIS,IN46201     		NO RELATIONSHIP PUBLIC CHARITY PROMOTE WELLNESS 5,000
    ROBERT H MCKINNEY SCHOOL OF LAW
    350 CANAL WALK
    INDIANAPOLIS,IN46202     		NO RELATIONSHIP PUBLIC CHARITY PROMOTE WELLNESS 2,500
    SECOND HELPINGS
    1121 SOUTHEASTERN AVE
    INDIANAPOLIS,IN46202     		NO RELATIONSHIP PUBLIC CHARITY PROMOTE WELLNESS 2,500
    SHALOM HEALTHCARE CENTER
    3400 LAFAYETTE RD 200
    INDIANAPOLIS,IN46222     		NO RELATIONSHIP PUBLIC CHARITY PROMOTE WELLNESS 20,000
    SPECIAL OLYMPICS INDIANA
    6100 WEST 96TH ST STE 270
    INDIANAPOLIS,IN46278     		NO RELATIONSHIP PUBLIC CHARITY PROMOTE WELLNESS 5,000
    SPEEDWAY HIGH SCHOOL ATHLETICS
    5357 WEST 25TH ST
    SPEEDWAY,IN46224     		NO RELATIONSHIP PUBLIC CHARITY PROMOTE WELLNESS 5,000
    STEP-UP INC
    8580 CEDAR PLACE DR STE117
    INDIANAPOLIS,IN46240     		NO RELATIONSHIP PUBLIC CHARITY PROMOTE WELLNESS 152,750
    THE DAMIEN CENTER
    1350 N PENNSYLVANIA STREET
    INDIANAPOLIS,IN46202     		NO RELATIONSHIP PUBLIC CHARITY PROMOTE WELLNESS 633,589
    THE LATINO HEALTH ORGANIZATION
    311 N NEW JERSEY ST
    INDIANAPOLIS,IN46204     		NO RELATIONSHIP PUBLIC CHARITY PROMOTE WELLNESS 2,500
    THE MARTIN CENTER
    3545 N COLLEGE AVE
    INDIANAPOLIS,IN46205     		NO RELATIONSHIP PUBLIC CHARITY PROMOTE WELLNESS 2,500
    WEST INDIANAPOLIS COMMUNITY FUND
    1211 HIATT STREET
    INDIANAPOLIS,IN46221     		NO RELATIONSHIP PUBLIC CHARITY PROMOTE WELLNESS 2,500
    WOMEN IN MOTION INC
    429 E VERMONT STREET SUITE 300
    INDIANAPOLIS,IN46202     		NO RELATIONSHIP PUBLIC CHARITY PROMOTE WELLNESS 2,500
    YOUNG ACTORS THEATRE
    401 E MICHIGAN ST
    INDIANAPOLIS,IN46204     		NO RELATIONSHIP PUBLIC CHARITY PROMOTE WELLNESS 1,500
    Total .................................bullet 3a 2,306,406
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		    14 212  
    4 Dividends and interest from securities....     14 595,345  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 801,611  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aOTHER INCOME     01 368,517  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 1,765,685 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    131,765,685
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2014)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2014
    Name of the organization
    THE HEALTH FOUNDATION OF GREATER
    INDIANAPOLIS INC
    Employer identification number

    35-6203550
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 2
    Name of organization
    THE HEALTH FOUNDATION OF GREATER
    INDIANAPOLIS INC         		Employer identification number

    35-6203550
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    EFROYMSON FAMILY FUND
     

       
    615 N ALABAMA STREET STE 119
     
    INDIANAPOLIS, IN46204

    		$25,000


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

       
    P O BOX 44403
     
    INDIANAPOLIS, IN46244

    		$43,153


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

    JAMES E SPAIN  
    5420 NORTH MERIDIAN STREET
     
    INDIANAPOLIS, IN46208

    		$27,500


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

    DEBORAH J SIMON  
    950 LAURELWOOD
     
    CARMEL, IN46032

    		$25,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    5
    IU HEALTH BLOOMINGTON
     

       
    PO BOX 1149
     
    BLOOMINGTON, IN47402

    		$5,600


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

    DEREK P THERIAC  
    5420 NORTH MERIDIAN STREET
     
    INDIANAPOLIS, IN46208

    		$5,622


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Name of organization
    THE HEALTH FOUNDATION OF GREATER
    INDIANAPOLIS INC         		Employer identification number

    35-6203550
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    7
    HEALTH AND HOSPITAL CORP OF MARION COUNTY IN
     

       
    3838 N RURAL STREET
     
    INDIANAPOLIS, IN46205

    		$5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    8
    THE INDIANAPOLIS FOUNDATION
     

       
    615 N ALABAMA STREET
     
    INDIANAPOLIS, IN46204

    		$5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    9
    CHRISTEL DEHAAN FAMILY FOUNDATION
     

       
    10 W MARKET STREET SUITE 1990
     
    INDIANAPOLIS, IN46204

    		$5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    10
    ESKENAZI HEALTH
     

       
    720 ESKENAZI AVENUE
     
    INDIANAPOLIS, IN46202

    		$10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    11
    METHODIST HEALTH FOUNDATION
     

       
    1800 NORTH CAPITAL AVENUE
     
    INDIANAPOLIS, IN46202

    		$10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    12
    MAC AIDS FUND
     

       
    130 PRINCE STREET
     
    NEW YORK, NY10012

    		$71,093


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Name of organization
    THE HEALTH FOUNDATION OF GREATER
    INDIANAPOLIS INC         		Employer identification number

    35-6203550
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    13
    WAYNE ZINK
     

       
    201 S 11TH STREET UNIT 2620
     
    MINNEAPOLIS, MN55403

    		$25,000


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

       
     
     

    		$  


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

       
     
     

    		$  


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

       
     
     

    		$  


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

       
     
     

    		$  


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

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 3
    Name of organization
    THE HEALTH FOUNDATION OF GREATER
    INDIANAPOLIS INC         		Employer identification number

    35-6203550
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 4
    Name of organization
    THE HEALTH FOUNDATION OF GREATER
    INDIANAPOLIS INC         		Employer identification number

    35-6203550
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
    that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2014 AccountingFeesSchedule
    Name:
    THE HEALTH FOUNDATION OF GREATER
    INDIANAPOLIS INC
    EIN: 35-6203550
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING EXPENSES 48,151 0 0 43,817

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    THE HEALTH FOUNDATION OF GREATER
    INDIANAPOLIS INC
    EIN: 35-6203550
    Name of Stock End of Year Book Value End of Year Fair Market Value
    COMMON STOCK 4,272,646 4,521,710

    TY 2014 InvestmentsGovtObligationsSch
    Name:
    THE HEALTH FOUNDATION OF GREATER
    INDIANAPOLIS INC
    EIN: 35-6203550
    US Government Securities - End of Year Book Value:

    8,133,255
    US Government Securities - End of Year Fair Market Value:

    8,213,850
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2014 InvestmentsOtherSchedule2
    Name:
    THE HEALTH FOUNDATION OF GREATER
    INDIANAPOLIS INC
    EIN: 35-6203550
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    NOTES RECEIVABLE TO 501(C)3 EXEMPT ORGANIZATION AT COST 827,139 827,139

    TY 2014 LandEtcSchedule2
    Name:
    THE HEALTH FOUNDATION OF GREATER
    INDIANAPOLIS INC
    EIN: 35-6203550
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    LAND 92,350 0 92,350 92,350
    BUILDINGS & IMPROVEMENTS 4,592,954 854,733 3,738,221 3,738,221
    FURNITURE & EQUIPMENT 93,891 89,644 4,247 4,247
    CONSTRUCTION IN PROGRESS 15,251 0 15,251 15,251


    TY 2014 LegalFeesSchedule
    Name:
    THE HEALTH FOUNDATION OF GREATER
    INDIANAPOLIS INC
    EIN: 35-6203550
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 4,766 0 0 4,337


    TY 2014 OtherAssetsSchedule
    Name:
    THE HEALTH FOUNDATION OF GREATER
    INDIANAPOLIS INC
    EIN: 35-6203550
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ACCRUED INTEREST RECEIVABLE 6,852 6,360 6,360


    TY 2014 OtherExpensesSchedule
    Name:
    THE HEALTH FOUNDATION OF GREATER
    INDIANAPOLIS INC
    EIN: 35-6203550
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    AIDS PROJECT FUNDS 145,126 0 0 132,065
    OFFICE SUPPLIES 2,087 0 0 1,899
    INSURANCE 28,068 0 0 25,542
    OTHER EXPENSES 142,122 0 0 129,331
    COMPUTER SUPPORT 17,400 0 0 15,834
    DUES 1,433 0 0 1,304
    TELECOMMUNICATIONS 8,398 0 0 7,642


    TY 2014 OtherIncomeSchedule2
    Name:
    THE HEALTH FOUNDATION OF GREATER
    INDIANAPOLIS INC
    EIN: 35-6203550
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME 368,517   368,517


    TY 2014 OtherLiabilitiesSchedule
    Name:
    THE HEALTH FOUNDATION OF GREATER
    INDIANAPOLIS INC
    EIN: 35-6203550
    Description Beginning of Year - Book Value End of Year - Book Value
    SECURITY DEPOSITS 22,603 21,508
    DEFERRED EXCISE TAX 9,490 3,821


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    THE HEALTH FOUNDATION OF GREATER
    INDIANAPOLIS INC
    EIN: 35-6203550
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROFESSIONAL FEES 8,039 0 0 7,315
    INVESTMENT FEES 58,117 58,117 0 0
    CONTRACT LABOR 82,404 0 0 74,988


    TY 2014 TaxesSchedule
    Name:
    THE HEALTH FOUNDATION OF GREATER
    INDIANAPOLIS INC
    EIN: 35-6203550
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAXES 7,722 0 0 0
    REAL ESTATE TAX 54,971 0 0 0