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TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
Name of foundation
ARTHUR JORDAN FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
1230 N DELAWARE STREET
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
INDIANAPOLIS
,
IN
46202
A Employer identification number
35-0428850
B
Telephone number (see instructions)
(317) 635-1378
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
17,225,062
J
Accounting method:
Cash
Accrual
Other (specify)
(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)
1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
.............
3
Interest on savings and temporary cash investments
117
117
4
Dividends and interest from securities
...
346,177
346,177
5a
Gross rents
............
1
1
b
Net rental income or (loss)
1
6a
Net gain or (loss) from sale of assets not on line 10
674,515
b
Gross sales price for all assets on line 6a
5,971,548
7
Capital gain net income (from Part IV, line 2)
...
674,515
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)
.......
12
Total.
Add lines 1 through 11
........
1,020,810
1,020,810
13
Compensation of officers, directors, trustees, etc.
33,600
16,800
16,800
14
Other employee salaries and wages
......
54,557
27,279
27,278
15
Pension plans, employee benefits
.......
14,129
7,064
7,065
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
15,545
7,773
7,773
c
Other professional fees (attach schedule)
....
54,348
54,348
0
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
13,138
2,087
2,087
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
79,006
8,152
70,854
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
264,323
123,503
131,857
25
Contributions, gifts, grants paid
.......
708,925
708,925
26
Total expenses and disbursements.
Add lines 24 and 25
973,248
123,503
840,782
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
47,562
b
Net investment income
(if negative, enter -0-)
897,307
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
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
1
Cash—non-interest-bearing
.............
110
110
110
2
Savings and temporary cash investments
.........
1,007,473
161,880
161,880
3
Accounts receivable
12,823
Less: allowance for doubtful accounts
22,417
12,823
12,823
4
Pledges receivable
Less: allowance for doubtful accounts
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)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
1,324
2,151
2,151
10a
Investments—U.S. and state government obligations (attach schedule)
1,461,831
1,528,357
1,528,357
b
Investments—corporate stock (attach schedule)
.......
7,818,271
11,333,612
11,333,612
c
Investments—corporate bonds (attach schedule)
.......
3,868,785
3,005,520
3,005,520
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
1,180,609
1,180,609
1,180,609
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
15,360,820
17,225,062
17,225,062
17
Accounts payable and accrued expenses
..........
16,505
13,225
18
Grants payable
.................
40,000
84,965
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
)
23
Total liabilities
(add lines 17 through 22)
.........
56,505
98,190
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
15,280,630
17,103,187
25
Net assets with donor restrictions
............
23,685
23,685
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
15,304,315
17,126,872
30
Total liabilities and net assets/fund balances
(see instructions)
.
15,360,820
17,225,062
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 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
15,304,315
2
Enter amount from Part I, line 27a
.....................
2
47,562
3
Other increases not included in line 2 (itemize)
3
1,774,995
4
Add lines 1, 2, and 3
..........................
4
17,126,872
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
17,126,872
Form
990-PF
(2019)
Form 990-PF (2019)
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
ALLERGAN PLC. COM USD0.0001, AGN, G0177J108
P
2018-07-12
2019-04-26
b
ALPHABET INC CAP STKCL C, GOOG, 02079K107
P
2019-07-09
2019-11-01
c
ALPHABET INC CAP STKCL C, GOOG, 02079K107
P
2019-07-16
2019-11-01
d
AMERICAN INTL GROUP INC COM NEW, AIG, XXX-XX-XXXX
P
2019-07-16
2019-11-01
e
BRISTOL-MYERS SQUIBBCO COM USD0.10, BMY, XXX-XX-XXXX
P
2018-11-15
2019-11-01
BRUNSWICK CORP COM, BC, XXX-XX-XXXX
P
2019-04-23
2019-07-23
BRUNSWICK CORP COM, BC, XXX-XX-XXXX
P
2019-07-16
2019-07-23
CAPITAL ONE FINANCIAL CORP COM USD0.01, COF, 14040H105
P
2019-07-22
2019-11-01
CHART INDUSTRIES INCCOM USD0.01, GTLS, 16115Q308
P
2018-12-10
2019-01-25
CHECK POINT SOFTWARETECHNOLOGIES ORD ILS, CHKP, M22465104
P
2019-07-16
2019-11-01
CORTEVA INC COM, CTVA, 22052L104
P
2019-09-09
2019-11-01
DOW INC COM, DOW, XXX-XX-XXXX
P
2018-06-22
2019-06-18
DOW INC COM, DOW, XXX-XX-XXXX
P
2018-12-10
2019-06-18
DOW INC COM, DOW, XXX-XX-XXXX
P
2018-12-17
2019-06-18
DUPONT DE NEMOURS INC COM, DD, 26614N102
P
2018-12-10
2019-09-09
DUPONT DE NEMOURS INC COM, DD, 26614N102
P
2018-12-17
2019-09-09
DUPONT DE NEMOURS INC COM, DD, 26614N102
P
2019-06-18
2019-09-09
DXC TECHNOLOGY CO COM, DXC, 23355L106
P
2019-05-06
2019-09-09
DXC TECHNOLOGY CO COM, DXC, 23355L106
P
2019-07-16
2019-09-09
ENBRIDGE INC COM ISIN #CA29250N1050 SEDO, ENB, 29250N105
P
2018-10-08
2019-07-09
ENBRIDGE INC COM ISIN #CA29250N1050 SEDO, ENB, 29250N105
P
2018-10-12
2019-07-09
FIDELITY NATIONAL FINANCIAL FNF GROUP CO, FNF, 31620R303
P
2019-08-19
2019-11-01
FIRST SOLAR INC COM, FSLR, XXX-XX-XXXX
P
2018-12-10
2019-09-11
ISHARES TR EXPANDED TECH, IGV, XXX-XX-XXXX
P
2019-09-11
2019-11-01
MCKESSON CORP, MCK, 58155Q103
P
2019-01-25
2019-10-02
MICROSOFT CORP, MSFT, XXX-XX-XXXX
P
2019-09-09
2019-11-01
NUTRIEN LTD COM NPV ISIN #CA67077M1086 S, NTR, 67077M108
P
2018-08-21
2019-05-21
NUTRIEN LTD COM NPV ISIN #CA67077M1086 S, NTR, 67077M108
P
2018-10-26
2019-05-21
PNC FINANCIAL SERVICES GROUP COM USD5, PNC, XXX-XX-XXXX
P
2018-12-10
2019-03-04
SYNAPTICS INC, SYNA, 87157D109
P
2018-10-12
2019-04-15
UNITED TECHNOLOGIES CORP COM USD1, UTX, XXX-XX-XXXX
P
2018-12-10
2019-11-01
UNITEDHEALTH GROUP, UNH, 91324P102
P
2019-07-22
2019-11-01
VERIZON COMMUNICATIONS, VZ, 92343V104
P
2019-06-25
2019-11-01
ALLERGAN PLC. COM USD0.0001, AGN, G0177J108
P
2017-01-03
2019-04-26
AMERICAN EXPRESS CO COM USD0.20, AXP, XXX-XX-XXXX
P
2017-01-03
2019-06-24
AMERICAN EXPRESS CO COM USD0.20, AXP, XXX-XX-XXXX
P
2017-01-03
2019-11-01
AMERICAN INTL GROUP INC COM NEW, AIG, XXX-XX-XXXX
P
2018-10-12
2019-11-01
APPLE INC COM USD0.00001, AAPL, XXX-XX-XXXX
P
2017-01-03
2019-11-01
AT&T INC COM USD1, T, 00206R102
P
2017-01-03
2019-11-01
CABOT OIL & GAS CORPCOM, COG, XXX-XX-XXXX
P
2017-01-03
2019-11-01
CHART INDUSTRIES INCCOM USD0.01, GTLS, 16115Q308
P
2017-05-22
2019-01-25
CHECK POINT SOFTWARETECHNOLOGIES ORD ILS, CHKP, M22465104
P
2018-05-04
2019-11-01
CHEVRON CORP NEW COM, CVX, XXX-XX-XXXX
P
2017-01-03
2019-11-01
COGNIZANT TECHNOLOGYSOLUTIONS CORP COM C, CTSH, XXX-XX-XXXX
P
2017-04-28
2019-05-06
COGNIZANT TECHNOLOGYSOLUTIONS CORP COM C, CTSH, XXX-XX-XXXX
P
2018-04-16
2019-05-06
COMPASS MINERALS INTL INC, CMP, 20451N101
P
2017-04-12
2019-11-01
CONOCOPHILLIPS COM, COP, 20825C104
P
2017-01-03
2019-01-25
CONOCOPHILLIPS COM, COP, 20825C104
P
2017-05-05
2019-01-25
CORTEVA INC COM, CTVA, 22052L104
P
2018-06-22
2019-11-01
CVS HEALTH CORPORATION COM USD0.01, CVS, XXX-XX-XXXX
P
2017-01-03
2019-11-01
DIAMONDBACK ENERGY INC COM USD0.01, FANG, 25278X109
P
2018-08-21
2019-11-01
DISCOVERY INC COM SER C, DISCK, 25470F302
P
2017-11-20
2019-03-15
DISCOVERY INC COM SER C, DISCK, 25470F302
P
2018-03-07
2019-03-15
DUPONT DE NEMOURS INC COM, DD, 26614N102
P
2018-06-22
2019-09-09
EXXON MOBIL CORP, XOM, 30231G102
P
2017-01-03
2019-11-01
EXXON MOBIL CORP, XOM, 30231G102
P
2017-05-15
2019-11-01
GALLAGHER(ARTHUR J.)&CO COM USD1.00 ISIN, AJG, XXX-XX-XXXX
P
2017-01-03
2019-07-22
HANESBRANDS INC COM USD0.01, HBI, XXX-XX-XXXX
P
2017-01-03
2019-09-09
HANESBRANDS INC COM USD0.01, HBI, XXX-XX-XXXX
P
2017-11-20
2019-09-09
HARTFORD FINANCIAL SERVICES GRP INC COMU, HIG, XXX-XX-XXXX
P
2017-01-03
2019-07-16
HARTFORD FINANCIAL SERVICES GRP INC COMU, HIG, XXX-XX-XXXX
P
2017-01-03
2019-11-01
HONEYWELL INTERNATIONAL INC COM USD1, HON, XXX-XX-XXXX
P
2017-01-03
2019-11-01
JOHNSON CONTROLS INTERNATIONAL PLC COM U, JCI, G51502105
P
2017-01-18
2019-11-01
KEYCORP NEW COM, KEY, XXX-XX-XXXX
P
2017-01-03
2019-08-19
KEYCORP NEW COM, KEY, XXX-XX-XXXX
P
2017-03-30
2019-08-19
KROGER CO COM USD1.00, KR, XXX-XX-XXXX
P
2017-03-15
2019-11-01
MERCK & CO INC NEW COM, MRK, 58933Y105
P
2017-01-03
2019-01-15
MERCK & CO INC NEW COM, MRK, 58933Y105
P
2017-01-03
2019-11-01
MGIC INVESTMENT CORPCOM USD1.00, MTG, XXX-XX-XXXX
P
2018-03-13
2019-06-24
OMEGA HEALTHCARE INVS INC, OHI, XXX-XX-XXXX
P
2017-01-03
2019-03-15
OMEGA HEALTHCARE INVS INC, OHI, XXX-XX-XXXX
P
2017-01-03
2019-11-01
ORACLE CORP COM, ORCL, 68389X105
P
2017-09-18
2019-01-25
PNC FINANCIAL SERVICES GROUP COM USD5, PNC, XXX-XX-XXXX
P
2017-01-03
2019-03-04
PNC FINANCIAL SERVICES GROUP COM USD5, PNC, XXX-XX-XXXX
P
2017-01-03
2019-05-31
PRINCIPAL FINANCIAL GROUP, PFG, 74251V102
P
2017-01-03
2019-06-25
QUALCOMM INC, QCOM, XXX-XX-XXXX
P
2017-01-03
2019-11-01
SIMON PPTY GRP INC, SPG, XXX-XX-XXXX
P
2017-09-18
2019-11-01
SYNAPTICS INC, SYNA, 87157D109
P
2018-01-05
2019-04-15
TOPBUILD CORP COM, BLD, 89055F103
P
2017-01-03
2019-01-30
WALMART INC COM, WMT, XXX-XX-XXXX
P
2017-01-03
2019-11-01
WOLVERINE WORLD WIDEINC, WWW, XXX-XX-XXXX
P
2017-01-03
2019-11-01
ZIMMER BIOMET HLDGS INC COM, ZBH, 98956P102
P
2017-01-03
2019-10-02
ZIMMER BIOMET HLDGS INC COM, ZBH, 98956P102
P
2017-01-03
2019-11-01
CISCO SYS INC COM, CSCO, 17275R102
P
2019-05-16
2019-11-04
DARDEN RESTAURANTS, DRI, XXX-XX-XXXX
P
2019-02-28
2019-12-27
DARDEN RESTAURANTS, DRI, XXX-XX-XXXX
P
2019-11-04
2019-12-27
DIGITAL RLTY TR INC COM, DLR, XXX-XX-XXXX
P
2019-01-31
2019-09-23
GENTEX CORP COM, GNTX, XXX-XX-XXXX
P
2019-02-28
2019-11-04
LOCKHEED MARTIN CORPCOM USD1.00, LMT, XXX-XX-XXXX
P
2019-05-16
2019-11-04
MEREDITH CORP, MDP, XXX-XX-XXXX
P
2019-01-31
2019-09-04
MICROSOFT CORP, MSFT, XXX-XX-XXXX
P
2019-05-16
2019-12-27
US BANCORP DEL COM NEW, USB, XXX-XX-XXXX
P
2019-02-28
2019-11-04
AIR PRODUCTS & CHEM, APD, XXX-XX-XXXX
P
2017-03-30
2019-11-04
AIR PRODUCTS & CHEM, APD, XXX-XX-XXXX
P
2018-02-01
2019-11-04
CISCO SYS INC COM, CSCO, 17275R102
P
2018-08-22
2019-11-04
COMPASS MINERALS INTL INC, CMP, 20451N101
P
2017-08-17
2019-02-28
CSX CORP COM USD1, CSX, XXX-XX-XXXX
P
2017-01-03
2019-01-31
DIGITAL RLTY TR INC COM, DLR, XXX-XX-XXXX
P
2017-01-03
2019-09-23
EXXON MOBIL CORP, XOM, 30231G102
P
2017-01-03
2019-12-27
GATX CORP COM STK USD0.625, GATX, XXX-XX-XXXX
P
2017-01-03
2019-11-04
HANOVER INS GROUP INC COM, THG, XXX-XX-XXXX
P
2017-01-03
2019-11-04
HEALTHCARE SVCS GRP INC COM, HCSG, XXX-XX-XXXX
P
2018-06-12
2019-09-23
JOHNSON & JOHNSON, JNJ, XXX-XX-XXXX
P
2017-01-03
2019-01-08
MAXIM INTEGRATED PRODUCTS COM USD0.001, MXIM, 57772K101
P
2017-01-03
2019-11-04
MERCK & CO INC NEW COM, MRK, 58933Y105
P
2017-01-03
2019-11-04
MEREDITH CORP, MDP, XXX-XX-XXXX
P
2018-01-04
2019-04-25
MEREDITH CORP, MDP, XXX-XX-XXXX
P
2018-02-02
2019-04-25
MEREDITH CORP, MDP, XXX-XX-XXXX
P
2018-02-02
2019-09-04
MICROSOFT CORP, MSFT, XXX-XX-XXXX
P
2017-01-03
2019-02-28
OMEGA HEALTHCARE INVS INC, OHI, XXX-XX-XXXX
P
2017-01-03
2019-01-11
OMEGA HEALTHCARE INVS INC, OHI, XXX-XX-XXXX
P
2017-01-03
2019-11-04
PFIZER INC, PFE, XXX-XX-XXXX
P
2017-01-03
2019-02-28
PFIZER INC, PFE, XXX-XX-XXXX
P
2017-01-03
2019-11-04
PRICE T ROWE GROUPS COM USD0.20, TROW, 74144T108
P
2017-01-03
2019-02-28
PRICE T ROWE GROUPS COM USD0.20, TROW, 74144T108
P
2017-01-03
2019-11-04
PRINCIPAL FINANCIAL GROUP, PFG, 74251V102
P
2017-01-03
2019-11-04
QUALCOMM INC, QCOM, XXX-XX-XXXX
P
2017-01-03
2019-11-04
STANLEY BLACK & DECKER INC COM USD2.50, SWK, XXX-XX-XXXX
P
2017-01-03
2019-02-28
STANLEY BLACK & DECKER INC COM USD2.50, SWK, XXX-XX-XXXX
P
2017-01-03
2019-11-04
SYSCO CORP, SYY, XXX-XX-XXXX
P
2017-01-03
2019-01-03
TARGET CORP COM, TGT, 87612E106
P
2017-01-03
2019-02-28
TARGET CORP COM, TGT, 87612E106
P
2017-01-03
2019-11-04
TRAVELERS COMPANIES INC COM STK NPV, TRV, 89417E109
P
2017-01-03
2019-02-28
UNITED PARCEL SVC INC CL B, UPS, XXX-XX-XXXX
P
2017-12-29
2019-04-18
WALGREENS BOOTS ALLIANCE INC COM, WBA, XXX-XX-XXXX
P
2017-01-03
2019-11-04
WILLIAMS SONOMA INC COM, WSM, XXX-XX-XXXX
P
2017-01-03
2019-02-28
FEDERAL FARM CR BKS BOND 2.49275%
P
2018-08-01
2019-03-14
UNITED STATES TREAS NTS 2.00000%
P
2018-06-05
2019-04-17
UNITED STATES TREAS NTS 2.00000%
P
2018-06-05
2019-04-17
UNITED STATES TREAS NTS 2.00000%
P
2018-11-30
2019-04-17
LILLY ELI &CO NOTE CALL MAKE WHOLE 1.950, 532457BF4
P
2017-01-12
2019-03-15
TOYOTA MOTOR CREDIT CORP MTN 2.12500% 07, 89236TBP9
P
2017-01-10
2019-07-18
VANGUARD SHORT TERM INVMT GRADE ADMIRAL, VFSUX, XXX-XX-XXXX
P
2017-01-17
2019-11-04
VANGUARD SHORT TERM INVMT GRADE ADMIRAL, VFSUX, XXX-XX-XXXX
P
2017-01-17
2019-11-04
ISHARES CORE S&P 500 ETF, IVV, XXX-XX-XXXX
P
2019-07-25
2019-12-27
ISHARES MSCI EAFE ETF, EFA, XXX-XX-XXXX
P
2018-06-04
2019-01-24
ISHARES TR MSCI ACWIEX US, ACWX, XXX-XX-XXXX
P
2019-01-31
2019-07-25
ISHARES TR MSCI ACWIEX US, ACWX, XXX-XX-XXXX
P
2019-02-28
2019-07-25
CAUSEWAY INTERNATNALVALUE INSTL, CIVIX, 14949P208
P
2016-02-10
2019-01-31
DELAWARE US GROWTH CLASS I, DEUIX, XXX-XX-XXXX
P
2016-02-10
2019-01-31
ISHARES RUSSELL 1000 GROWTH ETF, IWF, XXX-XX-XXXX
P
2018-06-04
2019-12-27
ISHARES TR MSCI ACWIEX US, ACWX, XXX-XX-XXXX
P
2017-01-17
2019-07-25
MATTHEW ASIAN GROWTHAND INCOME INST'L, MICSX, XXX-XX-XXXX
P
2012-03-01
2019-02-28
VANGUARD 500 INDEX ADMIRAL, VFIAX, XXX-XX-XXXX
P
2014-02-14
2019-07-25
VANGUARD 500 INDEX ADMIRAL, VFIAX, XXX-XX-XXXX
P
2015-05-21
2019-07-25
VANGUARD 500 INDEX ADMIRAL, VFIAX, XXX-XX-XXXX
P
2015-12-15
2019-07-25
VANGUARD 500 INDEX ADMIRAL, VFIAX, XXX-XX-XXXX
P
2016-05-09
2019-07-25
AMERICAN EUROPACIFICGROWTH FUND CL F2, AEPFX, 29875E100
P
2008-12-09
2019-01-24
MATTHEW ASIAN GROWTHAND INCOME INST'L, MICSX, XXX-XX-XXXX
P
2010-05-14
2019-02-28
CAPITAL GAINS DIVIDENDS
P
(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
2,857
3,540
-683
b
5,061
4,478
583
c
18,978
17,310
1,668
d
4,021
4,222
-201
e
6,336
5,807
529
17,822
20,990
-3,168
2,721
2,856
-135
2,755
2,637
118
5,094
4,213
881
3,928
4,068
-140
569
623
-54
5,018
6,770
-1,752
1,254
1,340
-86
5,771
6,193
-422
1,743
1,967
-224
8,019
9,089
-1,070
21,060
22,620
-1,560
11,603
20,526
-8,923
1,747
2,839
-1,092
4,549
4,235
314
43,122
37,765
5,357
2,543
2,442
101
28,048
19,223
8,825
20,838
20,674
164
9,766
9,299
467
6,867
6,624
243
18,497
21,134
-2,637
18,497
19,590
-1,093
5,031
4,922
109
20,977
20,847
130
7,015
5,649
1,366
4,068
4,117
-49
4,520
4,355
165
35,714
53,749
-18,035
8,626
5,178
3,448
2,621
1,651
970
2,627
2,413
214
4,807
2,197
2,610
5,208
5,735
-527
8,650
10,390
-1,740
20,740
10,085
10,655
4,601
4,030
571
2,901
2,971
-70
21,983
22,358
-375
6,741
9,440
-2,699
5,607
6,625
-1,018
9,774
7,369
2,405
8,089
5,574
2,515
2,584
3,239
-655
7,062
8,397
-1,335
3,280
4,662
-1,382
34,589
21,285
13,304
2,630
2,197
433
6,973
9,936
-2,963
6,917
9,072
-2,155
3,251
3,910
-659
52,767
29,832
22,935
27,685
41,556
-13,871
9,763
13,140
-3,377
4,928
4,060
868
5,266
4,395
871
3,690
2,339
1,351
3,939
3,870
69
33,947
37,477
-3,530
8,280
8,958
-678
2,730
3,141
-411
16,811
13,585
3,226
4,518
3,186
1,332
8,726
8,617
109
14,864
12,075
2,789
3,515
2,361
1,154
39,844
38,640
1,204
17,610
16,486
1,124
20,413
18,841
1,572
42,464
43,797
-1,333
8,966
6,890
2,076
7,730
8,326
-596
20,977
23,473
-2,496
25,198
18,538
6,660
4,112
2,400
1,712
3,682
2,706
976
10,354
8,129
2,225
3,203
2,367
836
2,290
2,670
-380
1,617
1,681
-64
3,233
3,364
-131
8,814
7,578
1,236
515
365
150
4,519
4,043
476
13,907
17,259
-3,352
3,175
2,583
592
1,451
1,292
159
857
547
310
2,356
1,832
524
620
600
20
3,794
4,698
-904
126
72
54
1,889
1,477
412
2,811
3,639
-828
2,132
1,587
545
1,297
908
389
7,779
12,842
-5,063
2,822
2,543
279
1,830
1,162
668
3,416
2,402
1,014
3,431
3,862
-431
9,946
9,851
95
3,042
4,032
-990
6,748
3,744
3,004
7,388
5,936
1,452
2,187
1,455
732
2,814
2,137
677
1,344
1,151
193
6,022
4,568
1,454
1,768
1,142
626
2,484
2,625
-141
3,818
2,871
947
7,309
6,373
936
1,872
1,390
482
8,947
7,973
974
10,207
10,112
95
1,304
867
437
7,970
7,227
743
12,567
13,173
-606
877
1,247
-370
4,965
4,173
792
299,478
300,008
-530
198,706
197,586
1,120
149,030
148,189
841
49,676
49,281
395
100,000
100,000
0
100,000
100,000
0
38,481
38,237
244
101,501
100,783
718
357,206
331,543
25,663
153,798
175,557
-21,759
186,476
180,531
5,945
104,893
103,492
1,401
235,828
200,768
35,060
505,330
517,116
-11,786
17,712
14,514
3,198
509,546
453,929
55,617
222,971
246,495
-23,524
727,918
445,841
282,077
285,774
203,043
82,731
93,002
63,500
29,502
46,228
31,700
14,528
207,985
125,215
82,770
78,419
84,040
-5,621
80,678
80,678
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
-683
b
583
c
1,668
d
-201
e
529
-3,168
-135
118
881
-140
-54
-1,752
-86
-422
-224
-1,070
-1,560
-8,923
-1,092
314
5,357
101
8,825
164
467
243
-2,637
-1,093
109
130
1,366
-49
165
-18,035
3,448
970
214
2,610
-527
-1,740
10,655
571
-70
-375
-2,699
-1,018
2,405
2,515
-655
-1,335
-1,382
13,304
433
-2,963
-2,155
-659
22,935
-13,871
-3,377
868
871
1,351
69
-3,530
-678
-411
3,226
1,332
109
2,789
1,154
1,204
1,124
1,572
-1,333
2,076
-596
-2,496
6,660
1,712
976
2,225
836
-380
-64
-131
1,236
150
476
-3,352
592
159
310
524
20
-904
54
412
-828
545
389
-5,063
279
668
1,014
-431
95
-990
3,004
1,452
732
677
193
1,454
626
-141
947
936
482
974
95
437
743
-606
-370
792
-530
1,120
841
395
0
0
244
718
25,663
-21,759
5,945
1,401
35,060
-11,786
3,198
55,617
-23,524
282,077
82,731
29,502
14,528
82,770
-5,621
80,678
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
674,515
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
...................
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?
Yes
No
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))
2018
741,464
15,276,182
0.048537
2017
716,681
15,209,029
0.047122
2016
832,711
14,584,070
0.057097
2015
638,486
15,276,883
0.041794
2014
632,406
15,974,372
0.039589
2
Total
of line 1, column (d)
.....................
2
0.234139
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
0.046828
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
16,176,588
5
Multiply line 4 by line 3
......................
5
757,517
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
8,973
7
Add lines 5 and 6
........................
7
766,490
8
Enter qualifying distributions from Part XII, line 4
,.............
8
840,782
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
(2019)
Form 990-PF (2019)
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
and enter “N/A" on line 1.
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
8,973
here
and 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
8,973
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
8,973
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
22,150
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
0
d
Backup withholding erroneously withheld
...........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
22,150
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
0
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
13,177
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
13,177
Refunded
11
0
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.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
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)
IN
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 2019 or the taxable year beginning in 2019? 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
(2019)
Form 990-PF (2019)
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 address
WWW.ARTHURJORDANFOUNDATION.ORG
14
The books are in care of
MARGARET SALLEE
Telephone no.
(317) 635-1378
Located at
1230 N DELAWARE STREET
INDIANAPOLIS
IN
ZIP+4
46202
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
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
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?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(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)?
...............
Yes
No
(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.)
.......
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
........
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 2019?
.............
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 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
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.
20
,
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?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 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 2019.)
..................
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 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
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))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
.........
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?
..........
Yes
No
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?
.....................
Yes
No
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?
Yes
No
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?
.................
Yes
No
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
ELAINE E BEDEL
TREASURER
1.00
4,800
0
0
1230 N DELAWARE STREET
INDIANAPOLIS
,
IN
46202
SARA B COBB
VICE CHAIRMAN
1.00
4,800
0
0
1230 N DELAWARE STREET
INDIANAPOLIS
,
IN
46202
ROSEMARY DORSA
TRUSTEE
1.00
4,800
0
0
1230 N DELAWARE STREET
INDIANAPOLIS
,
IN
46202
THOMAS P EWBANK
TRUSTEE
1.00
4,800
0
0
1230 N DELAWARE STREET
INDIANAPOLIS
,
IN
46202
GRACIA J FLOYD
SECRETARY
1.00
4,800
0
0
1230 N DELAWARE STREET
INDIANAPOLIS
,
IN
46202
JOHN L KRAUSS
CHAIRMAN
1.00
4,800
0
0
1230 N DELAWARE STREET
INDIANAPOLIS
,
IN
46202
SAMUEL L OLDE
TRUSTEE
1.00
4,800
0
0
1230 N DELAWARE STREET
INDIANAPOLIS
,
IN
46202
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
MARGARET SALLEE
ADMINISTRATOR
36.00
54,557
14,129
0
1230 N DELAWARE STREET
INDIANAPOLIS
,
IN
46202
Total
number of other employees paid over $50,000
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
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
.............
0
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
.........................
0
Form
990-PF
(2019)
Form 990-PF (2019)
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
16,414,524
b
Average of monthly cash balances
.......................
1b
8,408
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
16,422,932
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
16,422,932
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
246,344
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
16,176,588
6
Minimum investment return.
Enter 5% of line 5
..................
6
808,829
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
808,829
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
8,973
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
8,973
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
799,856
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
799,856
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
799,856
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
840,782
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
840,782
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
8,973
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
831,809
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
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
799,856
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
744,901
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
c
From 2016
......
d
From 2017
......
e
From 2018
......
f
Total
of lines 3a through e
........
0
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
840,782
a
Applied to 2018, but not more than line 2a
744,901
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 2019 distributable amount
.....
95,881
e
Remaining amount distributed out of corpus
0
5
Excess distributions carryover applied to 2019.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
0
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 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
703,975
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 2014 not
applied on line 5 or line 7 (see instructions)
...
0
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
0
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
c
Excess from 2017
....
d
Excess from 2018
....
e
Excess from 2019
....
Form
990-PF
(2019)
Form 990-PF (2019)
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 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
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)
2019
(b)
2018
(c)
2017
(d)
2016
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.)
1
Information Regarding Foundation Managers:
a
List 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).)
b
List 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.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
MARGARET SALLEE
1230 N DELAWARE STREET
INDIANAPOLIS
,
IN
46202
(317) 631-1888
MSALLE@ARTHURJORDANFOUNDATION.ORG
b
The form in which applications should be submitted and information and materials they should include:
LETTER OR NARRATIVE (2-3 PAGES), BUDGET, AUDITED FINANCIAL STATEMENTS IF AVAILABLE, PROOF OF TAX-EXEMPT STATUS, AND A LIST OF THE BOARD OF DIRECTORS
c
Any submission deadlines:
MARCH 1
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
MARION COUNTY, INDIANA ONLY. NO MEDICAL RESEARCH GRANTS.
Form
990-PF
(2019)
Form 990-PF (2019)
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)
a
Paid during the year
ART MIX
1505 N DELEWARE STREET
INDIANAPOLIS
,
IN
46202
PC
SPECIAL PROJECT
1,000
ARTS FOR LEARNING
546 E 17TH ST SUITE 200
INDIANAPOLIS
,
IN
46202
PC
OPERATING SUPPORT
4,000
BENJAMIN HARRISON PRESIDENTIAL SITE INC
1230 N DELEWARE STREET
INDIANAPOLIS
,
IN
46202
PC
OPERATING SUPPORT, SPECIAL PROJECT, ENDOWMENT
561,765
BIG BROTHERS BIG SISTERS OF CENTRAL INDIANA
2960 N MERIDIAN STREET SUITE 150
INDIANAPOLIS
,
IN
46208
PC
OPERATING SUPPORT
3,000
BUTLER UNIVERSITY
4600 SUNSET AVENUE
INDIANAPOLIS
,
IN
46208
PC
OPERATING SUPPORT
20,000
DAYSPRING CENTER INC
PO BOX 44105
INDIANAPOLIS
,
IN
46244
PC
SPECIAL PROJECT
1,500
EITELJORG MUSEUM
500 W WASHINGTON STREET
INDIANAPOLIS
,
IN
46204
PC
OPERATING SUPPORT
1,650
FREETOWN VILLAGE INC
625 INDIANA AVENUE SUITE 200
INDIANAPOLIS
,
IN
46202
PC
OPERATING SUPPORT
1,000
GIRLS INC
3935 N MERIDIAN STREET
INDIANAPOLIS
,
IN
46208
PC
CAPITAL SUPPORT
2,000
HARRISON CENTER FOR THE ARTS
1505 N DELEWARE STREET
INDIANAPOLIS
,
IN
46202
PC
OPERATING SUPPORT
2,500
HEARTLAND FILM
1043 VIRGINIA AVENUE SUITE 2
INDIANAPOLIS
,
IN
46203
PC
OPERATING SUPPORT
2,500
INDIANA BLACK EXPO
601 N SHORTRIDGE RD
INDIANAPOLIS
,
IN
46219
PC
OPERATING SUPPORT
2,000
INDIANA LANDMARKS
1201 CENTRAL AVENUE
INDIANAPOLIS
,
IN
46202
PC
OPERATING SUPPORT
2,500
INDIANA STATE MUSEUM FOUNDATION
650 W WASHINGTON STREET
INDIANAPOLIS
,
IN
46204
PC
SPECIAL PROJECT
3,300
INDIANAPOLIS ART CENTER
820 EAST 67TH STREET
INDIANAPOLIS
,
IN
46220
PC
OPERATING SUPPORT
2,500
INDIANAPOLIS CHILDREN'S CHOIR
4600 SUNSET AVENUE
INDIANAPOLIS
,
IN
46208
PC
OPERATING SUPPORT
10,000
INDIANAPOLIS JAZZ FOUNDATION
PO BOX 20857
INDIANAPOLIS
,
IN
46208
PC
SPECIAL PROJECT
2,000
INDIANAPOLIS MUSEUM OF CONTEMPORARY ART
216 E SOUTH ST
INDIANAPOLIS
,
IN
46204
PC
OPERATING SUPPORT
2,500
INDIANAPOLIS PARKS FOUNDATION
615 N ALABAMA STREET 119
INDIANAPOLIS
,
IN
46204
PC
SPECIAL PROJECT
2,500
INDIANAPOLIS SYMPHONIC CHOIR
4600 SUNSET AVENUE
INDIANAPOLIS
,
IN
46208
PC
SPECIAL PROJECT
2,500
INDIANAPOLIS SYMPHONY ORCHESTRA
32 E WASHINGTON STREET
INDIANAPOLIS
,
IN
46204
PC
OPERATING SUPPORT
10,000
INDIANAPOLIS ZOOLOGICAL SOCIETY
1200 W WASHINGTON STREET
INDIANAPOLIS
,
IN
46222
PC
OPERATING SUPPORT
4,250
INDIANPOLIS CHAMBER ORCHESTRA
4603 CLARENDON ROAD SUITE 036
INDIANAPOLIS
,
IN
46208
PC
OPERATING SUPPORT
2,500
INTERNATIONAL VIOLIN COMPETITION OF INDIANAPOLIS
32 E WASHINGTON STREET SUITE 1320
INDIANAPOLIS
,
IN
46204
PC
OPERATING SUPPORT
2,500
JOY'S HOUSE
2028 BROAD RIPPLE AVENUE
INDIANAPOLIS
,
IN
46220
PC
OPERATING SUPPORT
2,500
KEEP INDIANAPOLIS BEAUTIFUL
1029 FLETCHER AVENUE SUITE 100
INDIANAPOLIS
,
IN
46203
PC
OPERATING SUPPORT
1,500
METROPOLITAN INDIANAPOLIS PUBLIC BROADCASTING
1603 N MERIDIAN STREET
INDIANAPOLIS
,
IN
46225
PC
OPERATING SUPPORT
1,500
MUSIC FOR ALL
39 N JACKSON PLACE SUITE 150
INDIANAPOLIS
,
IN
46225
PC
OPERATING SUPPORT
2,000
NOBLE INC
7701 EAST 21ST STREET
INDIANAPOLIS
,
IN
46219
PC
CAPITAL SUPPORT
3,960
OUTREACH INC
2822 E NEW YORK STREET
INDIANAPOLIS
,
IN
46201
PC
OPERATING SUPPORT
5,000
ST MARY'S CHILD CENTER
901 DR MARTIN LUTHER KING JR STREET
INDIANAPOLIS
,
IN
46208
PC
SPECIAL PROJECT
4,000
STARFISH INITIATIVE
6958 HILLSDALE COURT
INDIANAPOLIS
,
IN
46250
PC
OPERATING SUPPORT
2,500
THE INDIANAPOLIS PUBLIC LIBRARY FOUNDATION
PO BOX 6134
INDIANAPOLIS
,
IN
46206
PC
OPERATING SUPPORT
2,000
UNCF
3737 N MERIDIAN STREET SUITE 203
INDIANAPOLIS
,
IN
46208
PC
OPERATING SUPPORT
3,000
UNITED WAY OF CENTRAL INDIANA
3901 N MERRIDIAN STREET
INDIANAPOLIS
,
IN
46208
PC
OPERATING SUPPORT
25,000
WHEELER MISSION
PO BOX 817
INDIANAPOLIS
,
IN
46204
PC
SPECIAL PROJECT
1,000
YMCA OF GREATER INDIANAPOLIS
615 N ALABAMA STREET
INDIANAPOLIS
,
IN
46204
PC
OPERATING SUPPORT
5,000
Total
.................................
3a
708,925
b
Approved for future payment
Total
.................................
3b
0
Form
990-PF
(2019)
Form 990-PF (2019)
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.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
117
4
Dividends and interest from securities
....
14
346,177
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
16
1
b
Not 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
............
14
674,515
9
Net income or (loss) from special events:
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
1,020,810
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
1,020,810
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
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
(2019)
Form 990-PF (2019)
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?
...........
Yes
No
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.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description