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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
MAURER FAMILY FOUNDATION INC
C/O JILL BURNETT
Number and street (or P.O. box number if mail is not delivered to street address)1311 REGAL DRIVE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CARMEL, IN46032
A Employer identification number

35-1787262
B Telephone number (see instructions)

(317) 334-0444
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
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$1,866,909
J 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) 205,431
2 Check bullet.............
3 Interest on savings and temporary cash investments 892 892  
4 Dividends and interest from securities...      
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 262,042
b Gross sales price for all assets on line 6a 611,893
7 Capital gain net income (from Part IV, line 2)... 262,042
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)....... 159,216 0 159,216
12 Total. Add lines 1 through 11........ 627,581 262,934 159,216
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 71 0 71 0
b Accounting fees (attach schedule)....... 9,500 4,750 2,375 2,375
c Other professional fees (attach schedule).... 6,979 6,979 6,979 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 100 0 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 180,800 0 179,300 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 197,450 11,729 188,725 2,375
25 Contributions, gifts, grants paid....... 240,290 240,290
26 Total expenses and disbursements. Add lines 24 and 25 437,740 11,729 188,725 242,665
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 189,841
b Net investment income (if negative, enter -0-) 251,205
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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......... 30,120 75,145 75,145
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)....... 0 Click to see attachment500,000 500,000
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 850,731 Click to see attachment500,880 1,291,764
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 880,851 1,076,025 1,866,909
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 0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 880,851 1,076,025
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here 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)..... 880,851 1,076,025
31 Total liabilities and net assets/fund balances (see instructions). 880,851 1,076,025
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
880,851
2
Enter amount from Part I, line 27a .....................
2
189,841
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
5,333
4
Add lines 1, 2, and 3 ..........................
4
1,076,025
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
1,076,025
Form 990-PF (2018)
Form 990-PF (2018)
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 PUBLICLY TRADED SECURITIES      
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 611,893   349,851 262,042
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       262,042
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 2 262,042
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))
2017 163,990 1,171,592 0.139972
2016 196,845 1,026,716 0.191723
2015 160,920 975,335 0.164989
2014 169,200 1,060,420 0.159559
2013 228,066 1,146,806 0.198871
2
Total of line 1, column (d) .....................
2
0.855114
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.171023
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
1,677,457
5
Multiply line 4 by line 3......................
5
286,884
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
2,512
7
Add lines 5 and 6........................
7
289,396
8
Enter qualifying distributions from Part XII, line 4,.............
8
242,665
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 (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 5,024
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 5,024
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 5,024
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 28
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,750
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,778
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 1
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 2,247
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 2019 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 2018 or the taxable year beginning in 2018? See the 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 (2018)
    Form 990-PF (2018)
    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 ofbulletJILL M BURNETT Telephone no.bullet (317) 334-0444

    Located atbullet1311 REGAL DRCARMELIN ZIP+4bullet46032
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. 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
     
     
    ........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 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    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:
    Yes
    No
    (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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    MICHAEL S MAURER DIRECTOR
    5.00
    0 0 0
    1300 W 106TH STREET
    CARMEL,IN46032
    JANIE MAURER DIRECTOR
    5.00
    0 0 0
    1300 W 106TH STREET
    CARMEL,IN46032
    TODD MAURER DIRECTOR
    5.00
    0 0 0
    2985 CAMEO ROAD
    CARMEL,IN46032
    JILL BURNETT DIRECTOR
    5.00
    0 0 0
    1311 REGAL DRIVE
    CARMEL,IN46032
    MATTHEW BURNETT DIRECTOR
    1.00
    0 0 0
    1311 REGAL DRIVE
    CARMEL,IN46032
    LINDA MAURER DIRECTOR
    1.00
    0 0 0
    2985 CAMEO ROAD
    CARMEL,IN46032
    GREG MAURER DIRECTOR
    1.00
    0 0 0
    10743 BUNKER HILL DR
    CARMEL,IN46032
    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
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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
    NONE
    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  
    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.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    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
    1,508,799
    b
    Average of monthly cash balances.......................
    1b
    194,203
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,703,002
    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
    1,703,002
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    25,545
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,677,457
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    83,873
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    83,873
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    5,024
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    5,024
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    78,849
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    78,849
    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
    78,849
    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
    242,665
    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
    242,665
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    242,665
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2017
    (c)
    2017
    (d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 78,849
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 170,726
    b From 2014...... 121,647
    c From 2015...... 112,153
    d From 2016...... 145,509
    e From 2017...... 105,470
    fTotal of lines 3a through e........ 655,505
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 242,665
    a Applied to 2017, 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 2018 distributable amount..... 78,849
    e Remaining amount distributed out of corpus 163,816
    5 Excess distributions carryover applied to 2018. 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 5 819,321
    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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........
    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
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...
    170,726
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......
    648,595
    10 Analysis of line 9:
    a Excess from 2014.... 121,647
    b Excess from 2015.... 112,153
    c Excess from 2016.... 145,509
    d Excess from 2017.... 105,470
    e Excess from 2018.... 163,816
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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 foundation 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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    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
    ACLU OF INDIANA
    1031 E WASHINGTON ST
    INDIANAPOLIS,IN46202
    N/A PC CONTRIBUTION TO GENERAL FUND 450
    AGAPE THERAPEUTIC RIDING RESOURCES INC
    24970 MT PLEASANT ROAD PO BOX 207
    CICERO,IN46034
    N/A PC CONTRIBUTION TO GENERAL FUND 375
    ALS ASSOCIATION - INDIANA CHAPTER
    7202 E 87TH STREET NO 102
    INDIANAPOLIS,IN46256
    N/A PC CONTRIBUTION TO GENERAL FUND 1,350
    AMERICAN PIANISTS ASSOCIATION INC
    4603 CLARENDON RD STE 30
    INDIANAPOLIS,IN46208
    N/A PC CONTRIBUTION TO GENERAL FUND 375
    ANNA'S CELEBRATION OF LIFE FOUNDATION
    PO BOX 17730
    INDIANAPOLIS,IN46217
    N/A PC CONTRIBUTION TO GENERAL FUND 450
    ANTI-DEFAMATION LEAGUE
    605 THIRD AVE
    NEW YORK,NY10158
    N/A PC CONTRIBUTION TO GENERAL FUND 3,975
    AYS
    4701 N KEYSTONE AVE 475
    INDIANAPOLIS,IN46205
    N/A PC CONTRIBUTION TO GENERAL FUND 600
    BACK ON MY FEET
    100 S BROAD STREET SUITE 2136
    PHILADELPHIA,PA19110
    N/A PC CONTRIBUTION TO GENERAL FUND 450
    BEST BUDDIES OF INDIANA
    8604 ALLISONVILLE ROAD SUITE 165
    INDIANAPOLIS,IN46250
    N/A PC CONTRIBUTION TO GENERAL FUND 450
    BETH EL ZEDECK
    600 W 70TH STREET
    INDIANAPOLIS,IN46260
    N/A SO-I CONTRIBUTION TO GENERAL FUND 2,850
    BOWEN SCHOLARS AT IVY TECH INDIANAPOLIS
    4900 TIEDEMAN RD
    BROOKLYN,OH44144
    N/A POF CONTRIBUTION TO GENERAL FUND 225
    BOYS AND GIRLS CLUB OF ZIONSVILLE
    1575 MULBERRY ST
    ZIONSVILLE,IN46077
    N/A PC CONTRIBUTION TO GENERAL FUND 450
    BRICKS ALLIANCE INC
    5710 BROADWAY TERRACE
    INDIANAPOLIS,IN46220
    N/A PC CONTRIBUTION TO GENERAL FUND 100
    CANCER SUPPORT COMMUNITY - CENTRAL INDIANA INC
    5150 W 71ST ST
    INDIANAPOLIS,IN46268
    N/A PC CONTRIBUTION TO GENERAL FUND 900
    CARMEL SYMPHONY ORCHESTRA
    760 3RD AVE SW SUITE 102
    CARMEL,IN46032
    N/A PC CONTRIBUTION TO GENERAL FUND 450
    CAROLINE SYMMES CANCER FOUNDATION
    12441 CREEKWOOD LANE
    CARMEL,IN46032
    N/A PC CONTRIBUTION TO GENERAL FUND 450
    CATCH THE STARS FOUNDATION
    PO BOX 53557
    INDIANAPOLIS,IN46253
    N/A PC CONTRIBUTION TO GENERAL FUND 375
    CHILDREN'S BUREAU OF INDIANAPOLIS INC
    1575 DR MARTIN LUTHER KING JR ST
    INDIANAPOLIS,IN46202
    N/A PC CONTRIBUTION TO GENERAL FUND 1,200
    CHILDREN'S MUSEUM OF INDIANAPOLIS
    3000 N MERIDIAN STREET
    INDIANAPOLIS,IN46208
    N/A PC CONTRIBUTION TO GENERAL FUND 375
    CICOA AGING & IN HOME SOLUTIONS INC (AKA CICOA)
    4755 KINGSWAY DR STE 200
    INDIANAPOLIS,IN46205
    N/A PC CONTRIBUTION TO GENERAL FUND 825
    COLLEGE MENTORS FOR KIDS INC
    212 W 10TH ST STE B260
    INDIANAPOLIS,IN46202
    N/A PC CONTRIBUTION TO GENERAL FUND 900
    COLLEGE PARK BAPTIST CHURCH INC
    2606 WEST 96TH STREET
    INDIANAPOLIS,IN46268
    N/A PC CONTRIBUTION TO GENERAL FUND 450
    COMMONSENSETODAYORG
    4252 PEBBLE BEACH DRIVE
    LONGMONT,CO80503
    N/A PC CONTRIBUTION TO GENERAL FUND 450
    DANCE KALEIDOSCOPE
    4603 CLARENDON RD
    INDIANAPOLIS,IN46208
    N/A PC CONTRIBUTION TO GENERAL FUND 300
    EASTERN STAR CHURCH
    5750 E 30TH STREET
    INDIANAPOLIS,IN46218
    N/A PC CONTRIBUTION TO GENERAL FUND 450
    EDNA MARTIN CHRISTIAN CENTER
    2605 E 25TH STREET
    INDIANAPOLIS,IN46218
    N/A PC CONTRIBUTION TO GENERAL FUND 450
    FAIRBANKS HOSPITAL INC
    8102 CLEARVISTA PARKWAY
    INDIANAPOLIS,IN46256
    N/A PC CONTRIBUTION TO GENERAL FUND 375
    FBI CITIZENS ACADEMY
    PO BOX 80182
    INDIANAPOLIS,IN46280
    N/A PC CONTRIBUTION TO GENERAL FUND 375
    FIRST BAPTIST CHURCH OF NORTH TERRE HAUTE
    4701 E POPLAR DR
    TERRE HAUTE,IN47803
    N/A PC CONTRIBUTION TO GENERAL FUND 450
    FLAT ROCK YMCA CAMP
    6981 W CO RD 650 N
    ST PAUL,IN47272
    N/A PC CONTRIBUTION TO GENERAL FUND 188
    FOOD4SOULS
    11807 ALLISONVILLE RD
    FISHERS,IN46038
    N/A PC CONTRIBUTION TO GENERAL FUND 375
    FOUNDATION FOR LCFS
    1525 N RITTER AVE
    INDIANAPOLIS,IN46219
    N/A PC CONTRIBUTION TO GENERAL FUND 450
    FRIENDS OF GARFIELD PARK INC
    PO BOX 33002
    INDIANAPOLIS,IN46203
    N/A SO-III FI CONTRIBUTION TO GENERAL FUND 675
    GARY BRACKETT'S IMPACT FOUNDATON
    133 W MARKET STREET NO 264
    INDIANAPOLIS,IN46204
    N/A PC CONTRIBUTION TO GENERAL FUND 750
    GIRL SCOUTS OF CENTRAL INDIANA INC
    2611 WATERFRONT PKWY E DRIVE STE
    100
    INDIANAPOLIS,IN46214
    N/A PC CONTRIBUTION TO GENERAL FUND 750
    GIRLS INCORPORATED OF GREATER INDIANAPOLIS
    3935 N MERIDIAN STREET
    INDIANAPOLIS,IN46208
    N/A PC CONTRIBUTION TO GENERAL FUND 375
    GIVE KIDS THE WORLD INC
    210 SOUTH BASS ROAD
    KISSIMMEE,FL34746
    N/A PC CONTRIBUTION TO GENERAL FUND 375
    GLEANERS FOOD BANK OF INDIANA INC
    3737 WALDEMERE AVENUE
    INDIANAPOLIS,IN46241
    N/A PC CONTRIBUTION TO GENERAL FUND 1,000
    GOODWILL INDUSTRIES FOUNDATION OF CENTRAL INDIANA
    1635 WEST MICHIGAN STREET
    INDIANAPOLIS,IN46222
    N/A PC CONTRIBUTION TO GENERAL FUND 825
    HANCOCK COUNTY COMMUNITY FOUNDATION INC
    312 E MAIN STREET
    GREENFIELD,IN46140
    N/A PC CONTRIBUTION TO GENERAL FUND 375
    HARVEST BIBLE CHAPEL
    14550 RIVER RD
    CARMEL,IN46033
    N/A PC CONTRIBUTION TO GENERAL FUND 450
    HEARTLAND FILM INC
    1043 VIRGINIA AVE SUITE 2
    INDIANAPOLIS,IN46203
    N/A PC CONTRIBUTION TO GENERAL FUND 375
    HILLEL TORAH NORTH SUBURBAN DAY SCHOOL
    7120 LARAMIE AVE
    SKOKIE,IL60077
    N/A PC CONTRIBUTION TO GENERAL FUND 900
    HOLY SPRIT PARISH AT GEIST CATHOLIC CHURCH
    10350 GLASER WAY
    FISHERS,IN46037
    N/A PC SOUL KITCHEN OUTREACH 375
    HOOVERWOOD INDIANAPOLIS JEWISH HOME INC
    7001 HOOVER RD
    INDIANAPOLIS,IN46260
    N/A PC CONTRIBUTION TO GENERAL FUND 450
    HORIZON HOUSE INC
    1033 E WASHINGTON ST
    INDIANAPOLIS,IN46202
    N/A PC CONTRIBUTION TO GENERAL FUND 750
    HUMANE SOCIETY OF INDIANAPOLIS INC
    7929 MICHIGAN ROAD
    INDIANAPOLIS,IN46268
    N/A PC CONTRIBUTION TO GENERAL FUND 900
    HUMANE SOCIETY OF SULLIVAN COUNTY
    2425 N SECTION ST
    SULLIVAN,IN47882
    N/A PC CONTRIBUTION TO GENERAL FUND 375
    HUNTINGTON DISEASE SOCIETY OF AMERICA
    505 EIGTH AVE SUITE 902
    NEW YORK,NY10018
    N/A PC CONTRIBUTION TO GENERAL FUND 375
    ICAN
    27 WEST MORTEN AVENUE
    PHOENIX,AZ85021
    N/A PC CONTRIBUTION TO GENERAL FUND 375
    INDIANA BLACK EXPO INC
    3145 N MERIDIAN STREET
    INDIANAPOLIS,IN46208
    N/A PC CONTRIBUTION TO GENERAL FUND 1,500
    INDIANA COALITION AGAINST DOMESTIC VIOLENCE INC
    1915 W 18TH STREET SUITE B
    INDIANAPOLIS,IN46202
    N/A POF CONTRIBUTION TO GENERAL FUND 750
    INDIANA COALITION TO END SEXUAL ASSAULT INC
    9245 N MERIDIAN ST SUITE 227
    INDIANAPOLIS,IN46260
    N/A PC CONTRIBUTION TO GENERAL FUND 375
    INDIANA UNITED METHODIST CHILDREN'S HOME FOUNDATION INC
    10475 CROSSPOINT BLVD NO 243
    INDIANAPOLIS,IN46256
    N/A SO-I CONTRIBUTION TO GENERAL FUND 375
    INDIANA UNIVERSITY FOUNDATION
    PO BOX 500
    BLOOMINGTON,IN47402
    N/A PC STRATEGIC CAMPUS ADVANCEMENT 1,200
    INDIANA UNIVERSITY FOUNDATION
    PO BOX 500
    BLOOMINGTON,IN47402
    N/A PC CONTRIBUTION TO GENERAL FUND 825
    INDIANA UNIVERSITY FOUNDATION
    PO BOX 500
    BLOOMINGTON,IN47402
    N/A PC IU LIBRARIES 450
    INDIANA UNIVERSITY FOUNDATION
    PO BOX 500
    BLOOMINGTON,IN47402
    N/A PC CANCER RESEARCH 450
    INDIANA UNIVERSITY FOUNDATION
    PO BOX 500
    BLOOMINGTON,IN47402
    N/A PC KELLEY SCHOOL OF BUSINESS 450
    INDIANA UNIVERSITY FOUNDATION
    PO BOX 500
    BLOOMINGTON,IN47402
    N/A PC MAURER SCHOOL OF LAW - EXCELLENE FUND 375
    INDIANA UNIVERSITY FOUNDATION
    PO BOX 500
    BLOOMINGTON,IN47402
    N/A PC MAURER SCHOOL OF LAW 2,100
    INDIANA UNIVERSITY FOUNDATION
    PO BOX 500
    BLOOMINGTON,IN47402
    N/A PC BRADFORD WOODS 36,063
    INDIANA UNIVERSITY FOUNDATION
    PO BOX 500
    BLOOMINGTON,IN47402
    N/A PC QUEER PHILANTHROPY CIRCLE 375
    INDIANA UNIVERSITY HEALTH FOUNDATION
    METHODIST MEDICAL TOWER 1633 N
    CAPITOL AVE 1200
    INDIANAPOLIS,IN46202
    N/A PC METHODIST HEALTH FOUNDATION 420
    INDIANA UNIVERSITY HEALTH INC
    950 N MERIDIAN ST STE 300
    INDIANAPOLIS,IN46204
    N/A PC RILEY HOSPITAL RED SHOES FOUNDATION 30
    INDIANAPOLIS BALLET INC
    502 NORTH CAPITOL AVENUE SUITE B
    INDIANAPOLIS,IN46204
    N/A PC CONTRIBUTION TO GENERAL FUND 450
    INDIANAPOLIS CULTURAL TRAIL INC
    132 W WALNUT STREET
    INDIANAPOLIS,IN46204
    N/A PC CONTRIBUTION TO GENERAL FUND 375
    INDIANAPOLIS LEGAL AID SOCIETY
    615 N ALABAMA ST SUITE 122
    INDIANAPOLIS,IN46204
    N/A PC CONTRIBUTION TO GENERAL FUND 450
    INDIANAPOLIS ZOOLOGICAL SOCIETY INC
    1200 W WASHINGTON ST PO BOX 22309
    INDIANAPOLIS,IN46222
    N/A PC CONTRIBUTION TO GENERAL FUND 1,500
    INDIANAPOLIS-MARION COUNTY PUBLIC LIBRARY FOUNDATION
    PO BOX 6134
    INDIANAPOLIS,IN46206
    N/A PC MRADER - 08/26/19 04:07PM WORKSHEET PRIVATE FOUNDATION 14,524
    INDY HUB FOUNDATION INC
    705 E WALNUT ST NO A
    INDIANAPOLIS,IN46202
    N/A PC CONTRIBUTION TO GENERAL FUND 6,300
    INTERNATIONAL SCHOOL OF INDIANA
    4330 N MICHIGAN RD
    INDIANAPOLIS,IN46208
    N/A PC CONTRIBUTION TO GENERAL FUND 450
    IVY TECH FOUNDATION INC
    50 W FALL CREEK PRKWAY N DR
    INDIANAPOLIS,IN46208
    N/A PC CONTRIBUTION TO GENERAL FUND 750
    JEFF ZANIKER MEMORIAL FOUNDATION FOR THE ARTS INC
    13112 BROOKS LANDING PL
    CARMEL,IN46033
    N/A PC CONTRIBUTION TO GENERAL FUND 375
    JEWISH COMMUNITY CENTER ASSOCIATION OF INDIANAPOLIS INC AKA JCC OF INDPLS
    6701 HOOVER ROAD
    INDIANAPOLIS,IN46260
    N/A PC CONTRIBUTION TO GENERAL FUND 300
    JEWISH FEDERATION OF GREATER INDIANAPOLIS (JFGI)
    6705 HOOVER RD
    INDIANAPOLIS,IN46260
    N/A PC CONTRIBUTION TO GENERAL FUND 13,450
    JOY'S HOUSE (AKA TMP ENTERPRISES INC)
    2028 BROAD RIPPLE AVENUE
    INDIANAPOLIS,IN46220
    N/A PC CONTRIBUTION TO GENERAL FUND 375
    JULIAN CENTER INC
    2011 N MERIDIAN ST
    INDIANAPOLIS,IN46202
    N/A PC CONTRIBUTION TO GENERAL FUND 450
    KURT VONNEGUT MEMORIAL LIBRARY INC
    340 N SENATE AVENUE
    INDIANAPOLIS,IN46204
    N/A PC CONTRIBUTION TO GENERAL FUND 1,100
    LEGACY OF LIFE FOUNDATION
    25 SOUTH MAIN STREET 217
    YARDLEY,PA19067
    N/A PC CONTRIBUTION TO GENERAL FUND 14,894
    LIFE CENTERS INC
    3901 W 86TH STREET SUITE NO 111
    INDIANAPOLIS,IN46268
    N/A PC CONTRIBUTION TO GENERAL FUND 450
    LINK OBSERVATORY AND SPACE SCIENCE CENTER CORPORATION
    629 E COLUMBINE LN
    WESTFIELD,IN46074
    N/A PC CONTRIBUTION TO GENERAL FUND 1,650
    LITTLE RED DOOR CANCER AGENCY INC
    1801 NORTH MERIDIAN STREET
    INDIANAPOLIS,IN46202
    N/A PC CONTRIBUTION TO GENERAL FUND 900
    LITTLE STAR CENTER INC
    12650 HAMILTON CROSSING BLVD
    CARMEL,IN46032
    N/A PC CONTRIBUTION TO GENERAL FUND 3,150
    LITTLE STAR CENTER INC
    12650 HAMILTON CROSSING BLVD
    CARMEL,IN46032
    N/A PC ABA THERAPY 15,250
    LUTHERAN CHILD AND FAMILY SERVICES OF INKY INC
    1525 NORTH RITTER AVENUE
    INDIANAPOLIS,IN46219
    N/A PC CONTRIBUTION TO GENERAL FUND 1,110
    LYMPHOMA RESEARCH FOUNDATION
    88 PINE STREET SUITE 2400
    NEW YORK,NY10005
    N/A PC CONTRIBUTION TO GENERAL FUND 375
    MARTIN UNIVERSITY
    2171 AVONDALE PLACE
    INDIANAPOLIS,IN46218
    N/A PC CONTRIBUTION TO GENERAL FUND 1,350
    MEALS ON WHEELS OF HAMILTON COUNTY
    395 WESTFIELD ROAD
    NOBLESVILLE,IN46060
    N/A PC CONTRIBUTION TO GENERAL FUND 450
    MONROE COUNTY UNITED MINISTRIES INC
    827 W 14TH COURT
    BLOOMINGTON,IN47404
    N/A PC CONTRIBUTION TO GENERAL FUND 375
    NATIONAL MULTIPLE SCLEROSIS SOCIETY INDIANA STATE CHAPTER
    3500 DEPAUW BLVD STE 1040
    INDIANAPOLIS,IN46268
    N/A PC CONTRIBUTION TO GENERAL FUND 450
    OAKS ACADEMY INC
    2301 N PARK AVENUE
    INDIANAPOLIS,IN46205
    N/A PC CONTRIBUTION TO GENERAL FUND 270
    PEACE LEARNING CENTER
    6040 DELONG RD
    INDIANAPOLIS,IN46254
    N/A PC CONTRIBUTION TO GENERAL FUND 450
    PLANNED PARENTHOOD OF IN & KY
    PO BOX 397
    INDIANAPOLIS,IN46206
    N/A PC CONTRIBUTION TO GENERAL FUND 690
    PREVAIL INC
    1100 S 9TH STREET SUITE 100
    NOBLESVILLE,IN46060
    N/A PC CONTRIBUTION TO GENERAL FUND 375
    PUTNAM COUNTY COMMUNITY FOUNDATION INC
    2 S JACKSON STREET
    GREENCASTLE,IN46135
    N/A PC CONTRIBUTION TO GENERAL FUND 450
    RECYCLEFORCE COLUMBUS INC
    2048 BRITAINS LN STE 2050
    COLUMBUS,OH43224
    N/A PC CONTRIBUTION TO GENERAL FUND 1,275
    SCHOOL ON WHEELS CORP
    2605 E 62ND STREET SUITE 2005
    INDIANAPOLIS,IN46220
    N/A PC CONTRIBUTION TO GENERAL FUND 450
    SECOND CHANCE SMALL DOG RESCUE INC
    PO BOX 2403
    ELKHART,IN46515
    N/A PC CONTRIBUTION TO GENERAL FUND 375
    SECOND HELPINGS
    1121 SOUTHEASTERN AVE
    INDIANAPOLIS,IN46202
    N/A PC CONTRIBUTION TO GENERAL FUND 675
    SHELTERING WINGS CENTER FOR WOMEN INC
    PO BOX 92
    DANVILLE,IN46122
    N/A PC CONTRIBUTION TO GENERAL FUND 450
    SPECIAL OLYMPICS INDIANA
    6200 TECHNOLOGY CENTER DR 105
    INDIANAPOLIS,IN46278
    N/A PC CONTRIBUTION TO GENERAL FUND 20,224
    ST LUKE CATHOLIC CHURCH INDIANAPOLIS INC
    7575 HOLLIDAY DRIVE EAST
    INDIANAPOLIS,IN46260
    N/A PC CONTRIBUTION TO GENERAL FUND 375
    ST LOUIS DE MONTFORT
    11441 HAGUE ROAD
    FISHERS,IN46038
    N/A PC CONTRIBUTION TO GENERAL FUND 450
    STARFISH INC DBA THE STARFISH INITIATIVE
    6958 HILLSDALE COURT
    INDIANAPOLIS,IN46250
    N/A PC CONTRIBUTION TO GENERAL FUND 375
    TEACHER'S TREASURERS INC
    1800 E 10TH STREET
    INDIANAPOLIS,IN46201
    N/A PC CONTRIBUTION TO GENERAL FUND 375
    TECHPOINT FOUNDATION FOR YOUTH
    5255 WINTHROP AVENUE SUITE 150
    INDIANAPOLIS,IN46220
    N/A PC CONTRIBUTION TO GENERAL FUND 375
    TEENWORKS INC
    2820 N MERIDIAN STREET 1250
    INDIANAPOLIS,IN46208
    N/A SO-I CONTRIBUTION TO GENERAL FUND 1,125
    THE HEALTH FOUNDATION OF GREATER INDIANAPOLIS INC
    429 E VERMONT STREET NO 300
    INDIANAPOLIS,IN46202
    N/A PC CONTRIBUTION TO GENERAL FUND 375
    THE INTERNATIONAL CENTER
    ONE INDIANA SQUARE SUITE 2000
    INDIANAPOLIS,IN46204
    N/A SO-I CONTRIBUTION TO GENERAL FUND 375
    THE ORCHARD SCHOOL FOUNDATION INC
    615 W 64TH STREET
    INDIANAPOLIS,IN46260
    N/A PC CONTRIBUTION TO GENERAL FUND 450
    THE PROGERIA RESEARCH FOUNDATION INC
    PO BOX 3453
    PEABODY,MA01961
    N/A PC TEAM ZOEY 450
    THE VILLAGES OF INDIANA INC
    2405 N SMITH PIKE
    BLOOMINGTON,IN47404
    N/A PC CONTRIBUTION TO GENERAL FUND 1,350
    TIMMY GLOBAL HEALTH
    22 E 22ND STREET
    INDIANAPOLIS,IN46202
    N/A PC CONTRIBUTION TO GENERAL FUND 1,275
    TINDLEY ACCELERATED SCHOOLS
    3960 MEADOWS DR
    INDIANAPOLIS,IN46205
    N/A PC CONTRIBUTION TO GENERAL FUND 1,125
    TINDLEY ACCELERATED SCHOOLS
    3960 MEADOWS DR
    INDIANAPOLIS,IN46205
    N/A PC JILL ORME FOUNDATION 18,026
    TRINITY FREE CLINIC INC
    1045 W 146TH ST
    CARMEL,IN46032
    N/A PC CONTRIBUTION TO GENERAL FUND 113
    TRINITY TRUST MISSIONS INC
    3094 OLD HEINZ ROAD
    CORYDON,IN47112
    N/A PC CONTRIBUTION TO GENERAL FUND 450
    TWIN LAKES CAMP INCPORPORATED
    1451 E TWIN LAKES ROAD
    HILLSBORO,IN47949
    N/A PC CONTRIBUTION TO GENERAL FUND 450
    UNITED WAY OF CENTRAL INDIANA
    2955 N MERIDIAN ST 300
    INDIANAPOLIS,IN46208
    N/A PC CONTRIBUTION TO GENERAL FUND 26,000
    VERA BRADLEY FOUNDATION FOR BREAST CANCER
    12420 STONEBRIDGE RD
    ROANOKE,IN46783
    N/A PC CONTRIBUTION TO GENERAL FUND 375
    WABASH COLLEGE
    PO BOX 352
    CRAWFORDSVILLE,IN47933
    N/A PC CONTRIBUTION TO GENERAL FUND 450
    WOMEN'S FUND OF CENTRAL IN
    615 N ALABAMA ST NO 119
    INDIANAPOLIS,IN46204
    N/A PC CONTRIBUTION TO GENERAL FUND 375
    WOMEN'S LIFE INSURANCE SOCIETY
    1338 MILITARY ST
    PORT HURON,MI48060
    N/A EOF BEV HARTIG HUNTINGTON DISEASE FOUNDATION 375
    YOUTH FOR CHRIST INC
    1641 EAST MICHIGAN STREET
    INDIANAPOLIS,IN46201
    N/A PC CONTRIBUTION TO GENERAL FUND 188
    Total .................................bullet 3a 240,290
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 ...........
        14 892  
    4 Dividends and interest from securities....          
    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 ............
        18 262,042  
    9 Net income or (loss) from special events:     01 -23,585  
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 239,349 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    239,349
    (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.)
    8 THIS INCOME CONSISTS OF NET PROCEEDS FROM SECURITY SALES IN CASH
    8 ACCOUNTS USED TO MAKE CHARITABLE DONATIONS.
    Form 990-PF (2018)
    Form 990-PF (2018)
    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) (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) (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 (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    MAURER FAMILY FOUNDATION INC
     
    C/O JILL BURNETT
    EIN:
    35-1787262
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    KATZ, SAPPER & MILLER 9,500 4,750 2,375 2,375

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    MAURER FAMILY FOUNDATION INC
     
    C/O JILL BURNETT
    EIN:
    35-1787262
    Name of Bond End of Year Book Value End of Year Fair Market Value
    LORD ABBETT ULTRA 500,000 500,000

    TY 2018 InvestmentsOtherSchedule2
    Name:
    MAURER FAMILY FOUNDATION INC
     
    C/O JILL BURNETT
    EIN:
    35-1787262
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    NAT BANK OF INDPLS - 11,999 SHS HELD AT CITY SECURITIES AT COST 493,530 1,260,255
    NAT. BANK OF INDPLS - 300 SHS AT COST 7,350 31,509

    TY 2018 LegalFeesSchedule
    Name:
    MAURER FAMILY FOUNDATION INC
     
    C/O JILL BURNETT
    EIN:
    35-1787262
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ATTORNEY FEES 71 0 71 0


    TY 2018 OtherExpensesSchedule
    Name:
    MAURER FAMILY FOUNDATION INC
     
    C/O JILL BURNETT
    EIN:
    35-1787262
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EVENT COSTS 179,300 0 179,300 0
    ADMINISTRATIVE COSTS 1,500 0 0 0


    TY 2018 OtherIncomeSchedule2
    Name:
    MAURER FAMILY FOUNDATION INC
     
    C/O JILL BURNETT
    EIN:
    35-1787262
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS 159,216   159,216


    TY 2018 OtherIncreasesSchedule
    Name:
    MAURER FAMILY FOUNDATION INC
     
    C/O JILL BURNETT
    EIN:
    35-1787262
    Description Amount
    PRIOR YEAR UNCASHED DONATIONS 5,333


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    MAURER FAMILY FOUNDATION INC
     
    C/O JILL BURNETT
    EIN:
    35-1787262
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    NBI AND CITY SECURITIES ADVISORY FEES 6,979 6,979 6,979 0


    TY 2018 TaxesSchedule
    Name:
    MAURER FAMILY FOUNDATION INC
     
    C/O JILL BURNETT
    EIN:
    35-1787262
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    US TREASURY 100 0 0 0