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
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 01-01-2015 , and ending 12-31-2015
Name of foundation
Christel DeHaan Family Foundation Inc
 
% JOE SCHNEIDER
Number and street (or P.O. box number if mail is not delivered to street address)10 W Market Street Ste 1990
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Indianapolis, IN46204
A Employer identification number

35-1939960
B Telephone number (see instructions)

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

D 1. bullet
2. bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$45,007,384J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 620,465 620,465  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,147,405
b Gross sales price for all assets on line 6a 8,032,763
7 Capital gain net income (from Part IV, line 2)... 1,147,405
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 427,156 387,717  
12 Total. Add lines 1 through 11........ 2,195,026 2,155,587  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 53,693     53,693
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 6,985     6,985
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 12,750 9,563 0 3,187
c Other professional fees (attach schedule).... 200 150   50
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 12,193 7,086   5,107
19 Depreciation (attach schedule) and depletion... Click to see attachment 1,082    
20 Occupancy.............. 29,019 2,322   26,697
21 Travel, conferences, and meetings....... 216     216
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 375,501 369,206   6,295
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 491,639 388,327 0 102,230
25 Contributions, gifts, grants paid....... 2,880,450 2,880,450
26 Total expenses and disbursements. Add lines 24 and 25 3,372,089 388,327 0 2,982,680
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,177,063
b Net investment income (if negative, enter -0-) 1,767,260
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
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......... 251,544 1,053,181 1,053,181
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
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).......... 41,356,154 Click to see attachment39,377,786 43,949,696
14 Land, buildings, and equipment: basis bullet408,082
Less: accumulated depreciation (attach schedule) bullet403,575 4,839 4,507 4,507
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 41,612,537 40,435,474 45,007,384
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 41,612,537 40,435,474
30 Total net assets or fund balances (see instructions)..... 41,612,537 40,435,474
31 Total liabilities and net assets/fund balances (see instructions). 41,612,537 40,435,474
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
41,612,537
2
Enter amount from Part I, line 27a .....................
2
-1,177,063
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
40,435,474
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
40,435,474
Form 990-PF (2015)
Form 990-PF (2015)
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 EAGLE K-1      
b EAGLE K-1      
c EM DEBT K-1      
d EM DEBT K-1      
e FINANCIAL STOCKS CAPITAL K-1      
FIRST STATE K-1      
FIRST STATE K-1      
BLACKSTONE K-1      
BPIF K-1      
PESOF K-1      
PESOF K-1      
NTPEF IV K-1      
NTPEF IV K-1      
NTPEF V K-1      
NTPEF V K-1      
NTPEF VI K-1      
NTPEF VI K-1      
MFS INTL VALUE   2014-03-19 2015-03-27
WELLS FARGO S/T H/Y     2015-10-23
WELLS FARGO S/T H/Y      
METRO ULTRA SHORT      
EAGLE      
EAGLE      
TEMPLETON GLOBAL     2015-09-25
TEMPLETON GLOBAL     2015-09-25
HARDING LOEVNER      
HARDING LOEVNER      
ATLANTA CAPITAL      
ATLANTA CAPITAL      
NEUBERGER BERMAN HIGH YIELD     2015-10-23
NEUBERGER BERMAN HIGH YIELD      
PASSIVE LADDER THE NORTHERN TRUST      
PRIVATE EQUITY   2005-05-05 2015-09-22
NORTHERN TRUST      
KNIGHTHEAD K-1      
FLAG K-1      
BDCM K-1      
(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 0   36,367 -36,367
b 0   27,967 -27,967
c 0   4,269 -4,269
d 0   7,988 -7,988
e 140,011   0 140,011
27,038   0 27,038
128,564   0 128,564
34,893   0 34,893
50,885     50,885
2,874   0 2,874
107,841   0 107,841
1,758   0 1,758
50,751   0 50,751
2,428   0 2,428
41,467   0 41,467
104   0 104
0   84 -84
473,200   441,866 31,334
9,584   9,641 -57
331,781   340,568 -8,787
502,200   501,735 465
118,272   112,829 5,443
607,981   457,517 150,464
53,122   57,488 -4,366
724,274   857,207 -132,933
45,729   46,324 -595
370,691   278,218 92,473
216,693   200,299 16,394
973,998   631,906 342,092
104,007   109,282 -5,275
1,938,383   2,033,840 -95,457
700,000   704,784 -4,784
31,508   25,179 6,329
19,733     19,733
61,339   0 61,339
9,975   0 9,975
151,679   0 151,679
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       -36,367
b       -27,967
c       -4,269
d       -7,988
e       140,011
      27,038
      128,564
      34,893
      50,885
      2,874
      107,841
      1,758
      50,751
      2,428
      41,467
      104
      -84
      31,334
      -57
      -8,787
      465
      5,443
      150,464
      -4,366
      -132,933
      -595
      92,473
      16,394
      342,092
      -5,275
      -95,457
      -4,784
      6,329
      19,733
      61,339
      9,975
      151,679
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,147,405
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))
2014 2,410,141 46,826,756 0.051469
2013 838,611 45,101,330 0.018594
2012 776,694 41,442,801 0.018741
2011 982,066 41,613,119 0.0236
2010 733,277 38,813,862 0.018892
2
Total of line 1, column (d) .....................
20.131296
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
0.026259
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
46,137,840
5
Multiply line 4 by line 3......................
5
1,211,534
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
17,673
7
Add lines 5 and 6........................
7
1,229,207
8
Enter qualifying distributions from Part XII, line 4.............
8
2,982,680
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 (2015)
Form 990-PF (2015)
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 Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 17,673
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 17,673
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 17,673
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 35,043
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 7,500
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 42,543
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 24,870
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet24,870 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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletIN
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletJOE SCHNEIDER Telephone no.bullet (317) 464-2010

    Located atbullet10 W MARKET ST 1990INDIANAPOLISIN ZIP+4bullet46204
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.......bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2015, 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  
    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
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2015?.............
    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 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    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 2015 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 2015.)..................
    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 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    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 (2015)
    Form 990-PF (2015)
    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
    CHRISTEL DEHAANClick to see attachment PRESIDENT/FOUNDER
    5.0     		0 0 0
    10 W Market Street Ste 1990
    Indianapolis,IN46204
    TIMOTHY E DEHAANClick to see attachment VICE PRESIDENT
    1.0     		0 0 0
    10 W Market Street Ste 1990
    Indianapolis,IN46204
    KEITH A DEHAANClick to see attachment VICE PRESIDENT
    1.0     		0 0 0
    10 W Market Street Ste 1990
    Indianapolis,IN46204
    KIRSTEN A DEHAANClick to see attachment VICE PRESIDENT
    1.0     		0 0 0
    10 W Market Street Ste 1990
    Indianapolis,IN46204
    JOSEPH SCHNEIDERClick to see attachment TREASURER
    8.0     		0 0 0
    10 W Market Street Ste 1990
    Indianapolis,IN46204
    CHERYL J WENDLINGClick to see attachment TREASURER
    5.0     		0 0 0
    10 W Market Street Ste 1990
    Indianapolis,IN46204
    MARK WILLISClick to see attachment SENIOR VP/CIO
    8.0     		0 0 0
    10 W Market Street Ste 1990
    Indianapolis,IN46204
    MELYNNE KLAUSClick to see attachment EXECUTIVE DIRECTOR
    24.0     		53,693 6,985 0
    10 W Market Street Ste 1990
    Indianapolis,IN46204
    NELSON HITCHCOCK IIIClick to see attachment DIRECTOR
    1.0     		0 0 0
    10 W Market Street Ste 1990
    Indianapolis,IN46204
    JIM REEDClick to see attachment DIRECTOR
    1.0     		0 0 0
    10 W Market Street Ste 1990
    Indianapolis,IN46204
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
     
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    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.........................bullet  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    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
    44,962,759
    b
    Average of monthly cash balances.......................
    1b
    1,877,688
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    46,840,447
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    46,840,447
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    702,607
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    46,137,840
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,306,892
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    2,306,892
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    17,673
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    17,673
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,289,219
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    200
    5
    Add lines 3 and 4............................
    5
    2,289,419
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    2,289,419
    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
    2,982,680
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    2,982,680
    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
    17,673
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    2,965,007
    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 (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2014     		(c)
    2014     		(d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 2,289,419
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 0
    b Total for prior years:2013, 2012, 2011 0
    3 Excess distributions carryover, if any, to 2015:
    a From 2010...... 733,277
    b From 2011...... 982,066
    c From 2012...... 0
    d From 2013...... 0
    e From 2014...... 129,785
    fTotal of lines 3a through e........ 1,845,128
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 2,982,680
    a Applied to 2014, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2015 distributable amount..... 2,289,419
    e Remaining amount distributed out of corpus 693,261
    5 Excess distributions carryover applied to 2015.    
    (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 2,538,389
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2016. 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) .......     		 
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...     		733,277
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		1,805,112
    10 Analysis of line 9:
    a Excess from 2011.... 982,066
    b Excess from 2012.... 0
    c Excess from 2013.... 0
    d Excess from 2014.... 129,785
    e Excess from 2015.... 693,261
    Form 990-PF (2015)
    Form 990-PF (2015)
    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 2015, 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) 2015 (b) 2014 (c) 2013 (d) 2012
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    C DEHAAN
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NA
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    M KLAUS DIRECTOR OF GRANT PROGRAMs
    10 W MARKET STREET 1990
    INDIANAPOLIS,IN46204
    (317) 464-2038
    bThe form in which applications should be submitted and information and materials they should include:
    LETTER OF INQUIRY
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    K-12 EDUCATION IN INDIANA AND ARTS CULTURE IN INDIANAPOLIS AS WELL AS OTHER DISCRETIONARY GRANTS
    Form 990-PF (2015)
    Form 990-PF (2015)
    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
    100 Black Men of Indianapolis IN
    3901 N Meridian St Ste 10
    Indianapolis,IN462084026     		NONE PC Summer Youth Program Fund; Summer Academy 3,000
    100 Black Men of Indianapolis IN
    3901 N Meridian St Ste 10
    Indianapolis,IN462084026     		NONE PC general operating support for Dollars & Sense Finl Program 3,000
    Actors Theatre of Indiana
    510 3rd Ave SW
    Carmel,IN46032     		NONE PC general operating support-2015 Shared Arts Application 25,000
    Actors Theatre of Indiana
    510 3rd Ave SW
    Carmel,IN46032     		NONE PC general operating support 1,000
    American Cabaret Theatre
    121 Monument Circle Ste 516
    Indianapolis,IN46204     		NONE PC general operating support 50,000
    American Pianist Assoc
    4603 Clarendon Road Suite 030
    Indianapolis,IN46208     		NONE PC general operating support 80,000
    American Pianist Assoc
    4603 Clarendon Road Suite 030
    Indianapolis,IN46208     		NONE PC General Operating Support 500,000
    Animal Protection Coalition Inc
    916 S Prairie Ave
    Frankfort,IN46041     		NONE PC support for rehoming unwanted horses 2,500
    Animalia Inc
    7993 N US Hwy 52
    Thorntown,IN46071     		NONE PC general operating support in honor of Mikki & Tanya Beck 2,000
    Art With a Heart
    6002 Sunnyside Road
    Indianapolis,IN46236     		NONE PC Summer Youth Program Fund; Art Education Classes 4,000
    Arts Council of Indianapolis
    924 North Pennsylvania St
    Indianapolis,IN46204     		NONE PC Start with Art 7,500
    Arts for Learning
    3921 N Meridian Street Ste 210
    Indianapolis,IN46208     		NONE PC general operating support & $5k CHA underwriting 25,000
    Asante Childrens' Theatre Inc
    502 N Tremont
    Indianapolis,IN46222     		NONE PC general operating support 15,000
    Big Car Media Inc
    615 N Alabama Street Suite 119
    Indianapolis,IN46204     		NONE PC Summer Youth Program Fund; employement program thru TeenWorks 1,500
    Big Car Media Inc
    615 N Alabama Street Suite 119
    Indianapolis,IN46204     		NONE PC funding Five by Five Initiative 5,000
    Big Car Media Inc
    615 N Alabama Street Suite 119
    Indianapolis,IN46204     		NONE PC 2015 support for Garfield Park Creative Community project 35,000
    Big Car Media Inc
    615 N Alabama Street Suite 119
    Indianapolis,IN46204     		NONE PC TEDx Indianapolis event 10/20/15 5,000
    Bobpresents Inc
    7260 Fishback Hill Lane
    Indianapolis,IN46278     		NONE PC support 2015 Season of Bobdirex, LLC 1,500
    Bosma Industries
    8020 Zionsville Road
    Indianapolis,IN46268     		NONE PC general operating support -honor of Thomas C Hasbrook Award 2,000
    Bozeman Area Community Foundation
    111 S Grand Ave Ste 214
    Bozeman,MT59715     		NONE PC support fo Bridger Canyon Rural Fire Dept. 5,000
    Bozeman Symphony Society
    1001 W Oak St Ste 201
    Bozeman,MT59715     		NONE PC general operating support for 2015-16 season 5,000
    Brebeuf Preparatory School Inc
    2801 W 86th Street
    Indianapolis,IN46268     		NONE PC general oper support for use by band & orchestra programs 10,000
    Building Tomorrow Inc
    407 Fulton Street
    Indianapolis,IN46202     		NONE PC general operating support 10,000
    Butler University
    4600 Sunset Avenue
    Indianapolis,IN46208     		NONE PC support of programming at CHA & general operating support 90,000
    Butler University
    4600 Sunset Avenue
    Indianapolis,IN46208     		NONE PC support for 2015 Butler ArtsFest 15,000
    Camptown Inc
    7998 Georgetown Road Ste 700
    Indianapolis,IN46268     		NONE PC Summer Youth Program Fund; programming at CHA 3,500
    Cathedral High School-Cathedral Trustees Inc
    5225 East 56th St
    Indianapolis,IN46226     		NONE PC support 2015 Shamauction event 5,000
    Central Indiana Community Foundation
    615 N Alabama Street
    Indianapolis,IN46204     		NONE PC The Health Fdtn of Greater Indpls Inc fund-3497 5,000
    Central Indiana Community Foundation
    615 N Alabama Street
    Indianapolis,IN46204     		NONE PC Indiana Latino Scholarship Fund/Mexican Scholarship Fund 5,000
    Central Indiana Community Foundation
    615 N Alabama Street
    Indianapolis,IN46204     		NONE PC Community Leadership Initiative 10,000
    Central Indiana Community Foundation
    615 N Alabama Street
    Indianapolis,IN46204     		NONE PC support Ben's Ranch Foundation Fund #3886 1,000
    Christel House Academy Inc
    2717 South East Street
    Indianapolis,IN46225     		NONE PC support for partnership w/Indiana Fever 10,000
    Christel House International
    10 West Market Street Ste 1990
    Indianapolis,IN46204     		NONE PC Christel House Mexico music program 33,600
    Christel House International
    10 West Market Street Ste 1990
    Indianapolis,IN46204     		NONE PC support drummer/dancers of Ephinany Dance at CHI concert 600
    Christel House International
    10 West Market Street Ste 1990
    Indianapolis,IN46204     		NONE PC support where most needed 10,000
    Christel House International
    10 West Market Street Ste 1990
    Indianapolis,IN46204     		NONE PC general operating support 5,000
    Christel House International
    10 West Market Street Ste 1990
    Indianapolis,IN46204     		NONE PC CHA Camptown initiative 2,000
    Christel House International
    10 West Market Street Ste 1990
    Indianapolis,IN46204     		NONE PC support where most needed 2,500
    Christel House International
    10 West Market Street Ste 1990
    Indianapolis,IN46204     		NONE PC general operating support-where most needed 4,000
    Community Foundation of Boone County
    102 N Lebanon St Ste 200
    Lebanon,IN46052     		NONE PC Zionsville Band & Orchestra Musical Instrument Endowment 2,500
    Community Foundation of Boone County
    102 N Lebanon St Ste 200
    Lebanon,IN46052     		NONE PC K-9 Fund for Zionsville Police Dept. 5,000
    Crossroads of American Council
    7125 Fall Creek Road North
    Indianapolis,IN46256     		NONE PC general operating support 5,000
    Culver Educational Foundation
    1300 Academy Road
    Culver,IN46511     		NONE PC genl oper support; $6k scholarship 10,000
    Dance Kaleidoscope
    4603 Clarendon Road
    Indianapolis,IN46208     		NONE PC general operating support 100,000
    Delta Waterfowl Foundation
    PO Box 3128
    Bismark,ND58502     		NONE PC Wildlife conservation & program in NW Indiana 8,500
    Delta Waterfowl Foundation
    PO Box 3128
    Bismark,ND58502     		NONE PC NE Indiana Chapter - youth education 6,000
    Delta Waterfowl Foundation - IN
    1845 W Maumee St
    Angola,IN46703     		NONE PC support educational programs w/Fur Takers of America 1,500
    Early Music in Motion
    PO Box 7921
    Bloomington,IN47402     		NONE PC support for Alchymy Viols & their 2016 Indpls season 2,000
    Eiteljorg Museum of American Indians & Western Art
    500 West Washington Street
    Indianapolis,IN46204     		NONE PC support Entertainment Stage for Indian Market & Festival 5,000
    Encore Vocal Arts
    PO Box 30963
    Indianapolis,IN46230     		NONE PC general operating support 4,000
    Exponent Philanthropy
    1720 N Street NW
    Washington,DC20036     		NONE PC general operating support or area of greatest need 1,000
    Fairbanks Hospital Inc
    8102 Clearvista Parkway
    Indianapolis,IN46256     		NONE PC LaVerna Lodge for Men 3,000
    Festival Music Society of Indiana
    3646 Bay Road South Dr
    Indianapolis,IN46240     		NONE PC general support/underwriting Free Family concert 6/27/15 5,000
    Fine Arts Society of Indianapolis Inc DBA Classi
    1630 N Meridian Street Ste 440
    Indianapolis,IN46202     		NONE PC general operating support-2015 Shared Arts Application 45,000
    Focusing Philanthropy
    11693 San Vicente Blvd Ste 255
    Los Angeles,CA90049     		NONE PC suppor for Timmy's Global Healthe Matching Gift Campaign 15,000
    Gallatin Valley Land Trust
    PO Box 7021
    Bozeman,MT59771     		NONE PC designated support-Main Street to the Mountains trail system 5,000
    Goodwill Industries Foundation Inc
    1635 W Michigan Street
    Indianapolis,IN46222     		NONE PC support of McClelland Scholars 2,500
    Greater Indianapolis Progress Committee
    200 E Washington Street
    Indianapolis,IN46204     		NONE PC Indy Sister Cities Public Art project 7,500
    Hamilton Southeastern School Fdtn
    13485 Cumberland Road Attn Freedo
    Fishers,IN46038     		NONE PC HSA High School-Academy of Finance Program 2,000
    Harrison Center for the Arts
    1505 North Delaware Street
    Indianapolis,IN46202     		NONE SO I general operating support 45,000
    Hawthorne Social Service Assoc
    2440 W Ohio Street
    Indianapolis,IN46222     		NONE PC support the After School Dance Program 5,000
    Heartland Actors' Repertory Theatre Inc
    4600 Sunset Avenue C/O Butler Unive
    Indianapolis,IN46208     		NONE PC general operating support 25,000
    Iabada Dance Co
    609 E 29th Street
    Indianapolis,IN46205     		NONE PC Summer Youth Program Fund; summer dance camp 1,000
    Indianapolis Chamber Orchestra
    4603 Clarendon Road
    Indianapolis,IN46208     		NONE PC general operating support includes support of CHA programs 80,000
    Indiana Historical Society
    450 W Ohio St
    Indianapolis,IN46202     		NONE PC general operating support 10,000
    Indiana Humanities
    1500 N Delaware
    Indianapolis,IN46202     		NONE PC funding Five by Five Initiative 15,000
    Indiana Hunter Education Association
    8559 E 350 N
    Montpelier,IN47359     		NONE PC 2015-16 Outdoor Calendar and ICOO 3,000
    Indiana Raptor Center
    3027 Indiana 262
    Rising Sun,IN47040     		NONE PC general operating support 6,000
    Indiana Repertory Theatre Inc
    140 West Washington Street
    Indianapolis,IN46204     		NONE PC general operating support 75,000
    Indiana Repertory Theatre Inc
    140 West Washington Street
    Indianapolis,IN46204     		NONE PC sponsorship of 2015 Celebrity Radio Show 1,500
    Indiana State Museum Foundation
    650 West Washington Street
    Indianapolis,IN46204     		NONE PC support tribute dinner 2,500
    Indiana State Museum Foundation
    650 West Washington Street
    Indianapolis,IN46204     		NONE PC Summer Youth Program Fund; summer day camp 3,000
    Indiana University Foundation
    PO Box 1847
    Bloomington,IN47402     		NONE PC sponsorship Symposium on the Arts March 2015 5,000
    Indiana University Foundation
    PO Box 1847
    Bloomington,IN47402     		NONE PC support 2015 Spirit and Place Festival 5,000
    Indiana University Foundation
    PO Box 1847
    Bloomington,IN47402     		NONE PC Dorothy C Dottie Rosso Scholarship 1,500
    Indiana University Foundation (Indpls)
    340 W Michigan Street
    Indianapolis,IN46202     		NONE PC Summer Youth Program Fund; Thining & Making 2,000
    Indiana University Foundation (Indpls)
    340 W Michigan Street
    Indianapolis,IN46202     		NONE PC support 2016 IU Opera Theatre production-Madame Butterfly 60,000
    Indianapolis Art Center
    820 E 67th Street
    Indianapolis,IN46220     		NONE PC Cultural Stage sponsorship for Broad Ripple Art Fair 2,500
    Indianapolis Art Center
    820 E 67th Street
    Indianapolis,IN46220     		NONE PC Summer Youth Program Fund; ArtReach 2,500
    Indianapolis Ballet Inc
    502 N Capitol Avenue Ste B
    Indianapolis,IN46204     		NONE PC general operating support 1,000
    Indianapolis Chamber Orchestra
    4603 Clarendon Road
    Indianapolis,IN46208     		NONE PC support for the Peacemakers project 35,000
    Indianapolis Childrens Choir Inc
    4600 Sunset Avenue
    Indianapolis,IN46208     		NONE PC general operating support 45,000
    Indianapolis Dance Company Inc
    329 Gradle Drive
    Carmel,IN46032     		NONE PC general operating support 40,000
    Indianapolis Jazz Foundation Inc
    PO Box 20857
    Indianapolis,IN46220     		NONE PC support 2015 Indy Jazz Fest 3,500
    Indianapolis Marion County Public Library Fdtn
    2450 N Meridian Street
    Indianapolis,IN46206     		NONE PC 2015 Meet the Artists Gala & Exhibit 5,000
    Indianapolis Museum of Art
    4000 Michigan Road
    Indianapolis,IN46208     		NONE PC general operating support 10,000
    Indianapolis Museum of Art
    4000 Michigan Road
    Indianapolis,IN46208     		NONE PC support Alliance Family Foundation Education Fund 2,000
    Indianapolis Musuem of Art
    4000 Michigan Road
    Indianapolis,IN46208     		NONE PC support for IMA Education Program 25,000
    Indianapolis Opera Company
    4011 N Pennsylvania Street
    Indianapolis,IN46205     		NONE PC general operating support-2015 Shared Arts Application 35,000
    Indianapolis Public Schools Education Fdtn
    1500 E Michigan Street
    Indianapolis,IN46201     		NONE PC sponsor Shrek-The Musical at Arsenal Technical HS 500
    Indianapolis School of Ballet
    502 N Capitol Ave
    Indianapolis,IN46204     		NONE PC sponsorship support of 2015 productions 5,000
    Indianapolis Symphonic Choir Inc
    4600 Sunset Avenue
    Indianapolis,IN46208     		NONE PC general operating support 20,000
    Indianapolis Symphony Orchestra
    45 Monument Circle
    Indianapolis,IN46208     		NONE PC general operating support 15,000
    Indianapolis Symphony Orchestra
    45 Monument Circle
    Indianapolis,IN46208     		NONE PC Opening Gala 74,250
    Indianapolis Symphony Society
    45 Monument Circle
    Indianapolis,IN46208     		NONE PC Christmas Concert 50,000
    Indianapolis Symphony Society
    45 Monument Circle
    Indianapolis,IN46208     		NONE PC General Operating Support 150,000
    Indianapolis Theatre Fringe Festival
    719 E St Clair Street
    Indianapolis,IN46202     		NONE PC general operating support Auditions 35,000
    Indianapolis Zoological Society
    PO Box 22309
    Indianapolis,IN46222     		NONE PC 2016 Indianapolis Prize Gala 10,000
    Indianapolis Zoological Society
    PO Box 22309
    Indianapolis,IN46222     		NONE PC support of Conservation Efforts 25,000
    Indianapolis-Liederkranz Inc
    1417 E Washington Street
    Indianapolis,IN46201     		NONE PC support music fund and music teacher 10,000
    IndyBaroque Music Inc The Historic Athenaeum
    401 E Michigan Street
    Indianapolis,IN46204     		NONE PC general operating support 10,000
    International Center Inc
    32 E Washington St Ste 1625
    Indianapolis,IN46204     		NONE SO I 2015 Intl Citizen of the Year dinner 3,500
    International Violin Competition of Indianapolis
    32 E Washington Street Ste 1320
    Indianapolis,IN46204     		NONE PC general operating support 45,000
    Jameson Camp Inc
    2001 Bridgeport Road
    Indianapolis,IN46231     		NONE PC support 2015 May breakfast fundraiser 5,000
    Jewish Community Center of Indianapolis
    6701 Hoover Road
    Indianapolis,IN46260     		NONE PC 2015 Ann Katz Festival of Books and Arts 4,500
    Julian Center Inc
    2011 North Meridian St
    Indianapolis,IN46202     		NONE PC Hoops and Heroes Basketball Game 2,500
    Junior Achievement of Central Indiana Inc
    7435 North Keystone Avenue
    Indianapolis,IN46240     		NONE PC Best and Brightest Award dinner 2,500
    Juvenile Diabetes Research Fdtn
    8440 Woodfield Crossing 201
    Indianapolis,IN46240     		NONE PC JDF Walker, Team Bluegreen 2,500
    La Plaza Inc
    8902 E 38th Street
    Indianapolis,IN46226     		NONE PC support 2015 Night of the America's event 5/1/15 1,500
    Lambda Legal Defense & Education Fund Inc
    Midwest Regional Office 105 West A
    Chicago,IL60603     		NONE PC general operating support 7,500
    Lydia Home Association
    4300 West Irving Park Road
    Chicago,IL60641     		NONE PC support Safe Families for Children Central Indiana 5,000
    Madame Walker Urban Life Center Inc
    617 Indiana Ave
    Indianapolis,IN46202     		NONE PC Spirit Awards 4/18/15 5,000
    Madame Walker Urban Life Center Inc
    617 Indiana Ave
    Indianapolis,IN46202     		NONE PC Summer Youth Program Fund; Kamp Kuumba 4,000
    MAP for Nonprofits
    5163 Emerald Drive
    Mound,MN55364     		NONE PC Hollywood Toi Fdtn-scholarships supporting youth riders 2,500
    Memorial Sloan-Kettering Cancer Center
    PO Box 27432r
    New York,NY100877432     		NONE PC 2016 Cycle for Survival 5,000
    MONC Indiana District
    1201 East Third Street
    Bloomington,IN47405     		NONE PC 2015 MET audition, Indiana District 11/15/15 2,500
    Muscular Dystrophy Association
    2869 E Dupont Road
    Ft Wayne,IN46285     		NONE PC GENERAL OPERATING SUPPORT 2,000
    National Multiple Sclerosis Society
    3500 Depauw Boulevard Suite 1040
    Indianapolis,IN46268     		NONE PC support Indpls MS walk-Mandi Melangton team Broyles-Dallas 500
    National Wild Turkey Federation
    PO Box 530
    Edgefield,SC29824     		NONE PC Wildlife conservation & program 7,500
    National wild Turkey Federation (FW)
    PO Box 530
    Edgefield,SC29824     		NONE PC support Women in the Outdoors Program 7,000
    Operation Homefront
    Great Lakes Field Office 4180 Kell
    Holt,MI488421200     		NONE PC Great Lakes Office use-support emergency final assistance 30,000
    Partnerships for Lawrence
    4437 N Franklin Road
    Lawrence,IN46226     		NONE PC Summer Youth Program Fund; Arts Learning 4,000
    Philharmonic Orchestra of Indianapolis Inc
    32 E Washington Street Ste 950
    Indianapolis,IN46204     		NONE PC Summer Youth Program Fund; Strings & Jazzy Things Camp 5,000
    Phoenix Theatre Inc
    749 N Park Ave
    Indianapolis,IN46202     		NONE PC general operating support 50,000
    Phoenix Theatre Inc
    749 N Park Ave
    Indianapolis,IN46202     		NONE PC support theatre 1,000
    President Benjamin Harrison Home
    1230 N Delaware Street
    Indianapolis,IN46202     		NONE PC general operating support for 2015 Candlelight Theatre 2,500
    Progress House
    201 Shelby Street
    Indianapolis,IN46202     		NONE PC support to be utilized as needed 10,000
    Remembrances holocaust Coalition Limited
    12707 Stanwich Pl
    Carmel,IN46033     		NONE PC support scholarships to attend production for Remembrances 5,000
    School on Wheels Corp
    2815 E 62nd St Ste 200
    Indianapolis,IN46220     		NONE PC Summer Youth Program Fund; It's a Wrap!! 4,000
    Simon Youth Foundation Inc
    225 W Washington Street
    Indianapolis,IN46204     		NONE PC genl support-honor Masquerade event 3,000
    Spoleto Festival USA
    14 George Street PO Box 157
    Charleston,SC29402     		NONE PC general operating support 12,500
    St Vincent Hospital and HealthCare
    8402 Harcourt Road Ste 210
    Indianapolis,IN46240     		NONE PC support St Vincent House project 10,000
    St Vincent Hospital Fdtn
    8402 Harcourt Road Ste 210
    Indianapolis,IN46240     		NONE PC general support 500
    Step-Up Inc
    850 N Meridian Street First Floor
    Indianapolis,IN46204     		NONE PC general operating support for Thresholds & Transitions program 25,000
    Steuban County Cancer Association
    PO Box 28
    Angola,IN46703     		NONE PC support purchase of chemo chair-Regional Cancer Center, Angola 2,500
    Steuban County Community Fdtn
    1701 N Wayne Street
    Angola,IN46703     		NONE PC for Hudson Fire Rescue for equipment 12,000
    Steuban County Humane Society
    PO Box 204
    Angola,IN46703     		NONE PC general operating support 5,000
    Stop Online Puppy Mills
    1253 Richmond Lane
    Wilmette,IL60091     		NONE PC general operating support 2,000
    Summer Stock Stage
    PO Box 301121
    Indianapolis,IN46240     		NONE PC general operating support for 2016 programming 6,500
    Symphonic Youth Orchestra
    4888 Auburn Ford
    Greenwood,IN46142     		NONE PC Summer Youth Program Fund 1,000
    Teach for America - Indianapolis
    1314 North Meridian St Ste 200
    Indianapolis,IN46202     		NONE PC Teach for America Gala 11/6/15 10,000
    Teachers' Treasures Inc
    1800 E 10th Street
    Indianapolis,IN46201     		NONE PC support for Dream Big Event 3/3/16 1,000
    Teachers' Treasures Inc
    1800 E 10th Street
    Indianapolis,IN46201     		NONE PC sponsorship support fo Dream Big event 3/19/15 1,000
    The Hasten Hebrew Academy of Indianapolis
    6602 Hoover Road
    Indianapolis,IN46260     		NONE PC support for 5k walk/run for 8th grade trip to Israel 500
    The Children's Museum of Indianapolis
    3000 N Meridian Street
    Indianapolis,IN46208     		NONE PC support The Magic Snowman production 25,000
    The Lugar Center
    1717 Rhode Island Ave NW 9th Flo
    Washington,DC20036     		NONE PC general operating support 5,000
    The Trust for Public Land
    1007 East Main St Ste 300
    Bozeman,MT59715     		NONE PC support for the Story Mill Community Park initiative 5,000
    Traders Point Christian School Inc
    6600 S Indianapolis Road
    Whitestown,IN46075     		NONE PC provide ancillary funding for 1st to 6th grade football program 1,500
    United Way of Central Indiana
    3901 N Meridian St
    Indianapolis,IN46208     		NONE PC Tocqueville Society support 10,000
    University of Indianapolis
    1400 E Hanna Avenue
    Indianapolis,IN46227     		NONE PC 2015 sponsorship of The German Hour on WICR 2,000
    University of Indianapolis
    1400 E Hanna Avenue
    Indianapolis,IN46227     		NONE PC Campaign Kick Off Event for 10/2/15 5,000
    VSA Arts of Indiana
    1505 N Delaware Street
    Indianapolis,IN46202     		NONE PC Summer Youth Program Fund; Urban Artisans Program 1,500
    Wheeler Mission Minitries
    205 East New York St
    Indianapolis,IN46204     		NONE PC general operating support 2,000
    Whitetails Unlimited
    PO Box 263
    Ashley,IN46705     		NONE PC support Northeastern IN youth & Conservation efforts 1,500
    Woodrow Wilson National Fellowship Foundation
    P O Box 5281
    Princeton,NJ085435281     		NONE PC general operating support 15,000
    Zionsville Band and Orchestra Patrons
    11070 Brentwood Ave
    Zionsville,IN46077     		NONE PC general operating support 7,500
    Athenaeum Foundation
    407 E Michigan St
    Indianapolis,IN46204     		NONE PC 2015 Family & Heritage Event series-GermanFest 2,500
    Booth Tarkington Civic Inc
    3 Center Green Ste 200
    Carmel,IN46032     		NONE PC general operating support 45,000
    Indiana Ballet Conservatory
    849 West Carmel Drive
    Carmel,IN46032     		NONE PC general operating support 5,000
    Indianapolis Symphony Society
    45 Monument Circle
    Indianapolis,IN46208     		NONE PC general operating support 150,000
    WFYI Public Media
    1630 N Meridian Street
    Indianapolis,IN46202     		NONE PC general support-$55k local arts prog; $25k Artrageous With Nate 80,000
    Young Actors Theatre
    401 E Michigan Street
    Indianapolis,IN46204     		NONE PC general operating support 5,000
    Total .................................bullet 3a 2,880,450
    bApproved for future payment
    INDIANAPOLIS SYMPHONY SOCIETY
    45 MONUMENT CIRCLE
    INDIANAPOLIS,IN46204     		NONE PC CHRISTMAS CONCERT 50,000
    INDIANAPOLIS SYMPHONY ORCHESTRA
    45 MONUMENT CIRCLE
    INDIANAPOLIS,IN46208     		NONE PC OPENING GALA 75,000
    THEATRE ON THE SQUARE INC
    627 MASSACHUSETTS AVE
    INDIANAPOLIS,IN462041606     		NONE PC GENERAL OPERATING SUPPORT 35,000
    Total .................................bullet 3b 160,000
    Form 990-PF (2015)
    Form 990-PF (2015)
    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 ...........     		         
    4 Dividends and interest from securities....     14 620,465  
    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 1,147,405  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue:
    aPARTNERSHIP INCOME/LOSS     		525990 39,201 14 393,022  
    bOTHER INCOME/LOSS 525990   14 -5,105  
    cFEDERAL & STATE TAXES     01 38  
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 39,201 2,155,825  
    13Total. Add line 12, columns (b), (d), and (e)..................
    132,195,026
    (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 (2015)
    Form 990-PF (2015)
    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 organizations?
    Yes
    No
    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 name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2015)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2015 AccountingFeesSchedule
    Name:
    Christel DeHaan Family Foundation Inc
    EIN:
    35-1939960
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 12,750 9,563   3,187

    TY 2015 CompensationExplanation
    Name:
    Christel DeHaan Family Foundation Inc
    EIN:
    35-1939960
    Person Name Explanation
    MELYNNE KLAUS MELYNNE KLAUS IS ALSO THE ASSISTANT SECRETARY. HOWEVER, SHE IS NOT COMPENSATED FOR THESE SERVICES.

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

    TY 2015 DepreciationSchedule
    Name:
    Christel DeHaan Family Foundation Inc
    EIN:
    35-1939960
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2015 InvestmentsOtherSchedule2
    Name:
    Christel DeHaan Family Foundation Inc
    EIN:
    35-1939960
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BLACKSTONE PARK AVENUE FUND   3,426,922 4,545,858
    BLACKSTONE IF NONTAXABLE LP   4,319,718 4,569,434
    BLACK DIAMOND CM OFFSHORE OPP.   53,657 20,326
    FINANCIAL STOCKS CAPITAL PTNRS   0 0
    TIFF ABSOLUTE RETURN POOL   3,202,462 4,451,941
    COMMODITIES   1,069,654 476,191
    ATLANTA   1,259,177 1,751,904
    NEUBERGER   104 104
    NTPEF IV   879,494 1,274,900
    EM DEBT   354,379 295,561
    FIRST STATE   3,087,435 2,528,650
    PE CASH   151,734 151,734
    HARDING LOEVNER   1,042,627 1,241,129
    TEMPLETON   0 0
    NT PE V   553,812 667,453
    TT MID CAP   2,000,000 2,640,149
    BOCAGE CAPITAL   1,000,000 1,134,774
    PASSIVE LADDER   3,602,029 3,586,533
    WELLS FARGO S/T H/Y   80 80
    METRO ULTRA SHORT   1,245,736 1,244,714
    VAN RUSSELL VALUE   1,092,899 1,355,909
    EAGLE   2,370,682 2,968,993
    REAMS UNCONTRAINED   29 29
    KNIGHTHEAD   582,672 580,305
    FLAG   357,886 368,418
    PESO FUND   577,623 608,134
    NT PE VI   123,966 142,283
    AEW   522,826 580,219
    EAGLE GLOBAL   223,453 137,688
    MFS INTL VALUE   1,284,809 1,323,157
    VAN RUSSELL GROWTH   3,991,921 4,304,424
    CHATHAM HY   1,000,000 998,702

    TY 2015 OtherExpensesSchedule
    Name:
    Christel DeHaan Family Foundation Inc
    EIN:
    35-1939960
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STAFF COSTS 273     273
    POSTAGE & SHIPPING 65     65
    DUES & SUBSCRIPTIONS 1,231     1,231
    SOFTWARE MAINTENANCE 239     239
    INSURANCE 3,003     3,003
    TELEPHONE 324     324
    LICENSES 62     62
    PARTNERSHIP EXPENSE 369,206 369,206    
    OFFICE EXPENSES 412     412
    NON-DEDUCTIBLE K-1 EXPENSES 592     592
    K-1 CHARITABLE CONTRIBUTIONS 94     94


    TY 2015 OtherIncomeSchedule2
    Name:
    Christel DeHaan Family Foundation Inc
    EIN:
    35-1939960
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PARTNERSHIP INCOME/LOSS 432,223 393,022  
    OTHER INCOME/LOSS -5,305 -5,305  
    FEDERAL & STATE TAXES 38    
    RECOVERIES OF QUALIFYING DISTRIBUTION 200    


    TY 2015 TaxesSchedule
    Name:
    Christel DeHaan Family Foundation Inc
    EIN:
    35-1939960
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EMPLOYMENT TAXES 5,107     5,107
    FOREIGN TAXES 7,086 7,086