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
2019
Open to Public Inspection
For calendar year 2019, or tax year beginning 01-01-2019 , and ending 12-31-2019
Name of foundation
Richard M Fairbanks Foundation Inc
 
Number and street (or P.O. box number if mail is not delivered to street address)211 N Pennsylvania St Ste 2500
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Indianapolis, IN46204
A Employer identification number

31-1189885
B Telephone number (see instructions)

(317) 846-7111
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$322,621,944J 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)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 483,586 467,347  
4 Dividends and interest from securities... 4,546,735 4,514,657  
5a Gross rents............   0  
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 13,348,971
b Gross sales price for all assets on line 6a 42,148,098
7 Capital gain net income (from Part IV, line 2)... 13,289,737
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances 0
b Less: Cost of goods sold.... 0
c Gross profit or (loss) (attach schedule)..... 0  
11 Other income (attach schedule)....... Click to see attachment 2,531,356 2,444,912 0
12 Total. Add lines 1 through 11........ 20,910,648 20,716,653 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 718,000 149,800   568,200
14 Other employee salaries and wages...... 579,923 27,203   552,720
15 Pension plans, employee benefits....... 328,986 50,834   278,152
16a Legal fees (attach schedule)......... Click to see attachment 22,166 3,325 0 18,841
b Accounting fees (attach schedule)....... Click to see attachment 66,114 39,668 0 26,446
c Other professional fees (attach schedule).... Click to see attachment 917,369 907,154 0 10,215
17 Interest............... 387,834 357,059    
18 Taxes (attach schedule) (see instructions)... Click to see attachment 373,325 99,265 0 0
19 Depreciation (attach schedule) and depletion... Click to see attachment 605,300 216,583 0
20 Occupancy.............. 170,916 25,637   145,278
21 Travel, conferences, and meetings....... 57,451 8,618   48,833
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 4,908,080 3,341,572 0 1,251,291
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 9,135,464 5,226,718 0 2,899,976
25 Contributions, gifts, grants paid....... 13,343,144 13,343,144
26 Total expenses and disbursements. Add lines 24 and 25 22,478,608 5,226,718 0 16,243,120
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,567,960
b Net investment income (if negative, enter -0-) 15,489,935
c Adjusted net income (if negative, enter -0-)... 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
Assets 1 Cash—non-interest-bearing............. 264,900 121,670 121,670
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet   0 0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet   0 0 0
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)..... 0 0 0
7 Other notes and loans receivable (attach schedule) bullet0
Less: allowance for doubtful accounts bullet0 0 0 0
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 21,351 21,351 21,351
10a Investments—U.S. and state government obligations (attach schedule) 21,689,233 Click to see attachment20,861,872 20,861,872
b Investments—corporate stock (attach schedule)....... 6,701,710 Click to see attachment7,222,457 7,222,457
c Investments—corporate bonds (attach schedule)....... 0   0
11 Investments—land, buildings, and equipment: basis bullet0
Less: accumulated depreciation (attach schedule) bullet0 0   0
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 265,966,529 Click to see attachment294,124,847 294,124,847
14 Land, buildings, and equipment: basis bullet586,370
Less: accumulated depreciation (attach schedule) bullet316,623 347,988 Click to see attachment269,747 269,747
15 Other assets (describe bullet) 0 0 0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 294,991,711 322,621,944 322,621,944
Liabilities 17 Accounts payable and accrued expenses.......... 0  
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons 0 0
21 Mortgages and other notes payable (attach schedule)...... 0 0
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
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 294,991,711 322,621,944
29 Total net assets or fund balances (see instructions)..... 294,991,711 322,621,944
30 Total liabilities and net assets/fund balances (see instructions). 294,991,711 322,621,944
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
294,991,711
2
Enter amount from Part I, line 27a .....................
2
-1,567,960
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
29,198,193
4
Add lines 1, 2, and 3 ..........................
4
322,621,944
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 29 .
6
322,621,944
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 GAIN/LOSS OF PUBLICLY TRADED SECURITIES P    
b GAIN/LOSS FROM PASS-THROUGH INVESTMENTS P    
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 3,791,612     3,791,612
b 9,498,125     9,498,125
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 0 0 0 3,791,612
b 0 0 0 9,498,125
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 13,289,737
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 0
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))
2018 15,881,190 292,417,313 0.054310
2017 15,142,638 307,358,018 0.049267
2016 9,102,663 281,291,148 0.032360
2015 16,622,146 292,813,195 0.056767
2014 16,746,000 295,660,136 0.056639
2
Total of line 1, column (d) .....................
2
0.249343
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
0.049869
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
322,583,834
5
Multiply line 4 by line 3......................
5
16,086,933
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
154,899
7
Add lines 5 and 6........................
7
16,241,832
8
Enter qualifying distributions from Part XII, line 4,.............
8
16,243,120
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 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 1 154,899
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 154,899
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 154,899
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 217,839
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 100,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 317,839
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 162,940
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet162,940 RefundedBullet 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. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCA, HI, IN, LA, MA, NY
    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 addressbulletwww.rmff.org
    14
    The books are in care ofbulletKevin Kessinger Telephone no.bullet (317) 846-7111

    Located atbullet211 N Pennsylvania St Ste 2500IndianapolisIN ZIP+4bullet46204
    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 2019, 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
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 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?.............
    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 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))?
    (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
     
    No
    .........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). Click to see attachment
    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
    CLAIRE FIDDIAN-GREEN CEO
    40.000     		325,219 43,729 22,212
    211 N Pennsylvania St Ste 2500
    Indianapolis,IN46204
    ELLEN QUIGLEY VP OF PROGRAMS
    40.000     		196,921 11,700 6,851
    211 N Pennsylvania St Ste 2500
    Indianapolis,IN46204
    KEVIN KESSINGER CFO
    40.000     		191,704 40,391 8,623
    211 N Pennsylvania St Ste 2500
    Indianapolis,IN46204
    BRYAN A MILLS DIRECTOR
    1.000     		0 0 0
    211 N Pennsylvania St Ste 2500
    Indianapolis,IN46204
    CHRISTOPHER M CALLAHAN DIRECTOR
    1.000     		0 0 0
    211 N Pennsylvania St Ste 2500
    Indianapolis,IN46204
    DANIEL C APPEL CHAIRMAN
    1.000     		0 0 0
    211 N Pennsylvania St Ste 2500
    Indianapolis,IN46204
    ELIZABETH F MANN DIRECTOR
    1.000     		0 0 1,639
    211 N Pennsylvania St Ste 2500
    Indianapolis,IN46204
    JONATHAN B FAIRBANKS DIRECTOR
    1.000     		0 0 574
    211 N Pennsylvania St Ste 2500
    Indianapolis,IN46204
    LEONARD J BETLEY DIRECTOR
    1.000     		0 0 578
    211 N Pennsylvania St Ste 2500
    Indianapolis,IN46204
    MARILEE J SPRINGER DIRECTOR
    1.000     		0 0 0
    211 N Pennsylvania St Ste 2500
    Indianapolis,IN46204
    ROGER S SNOWDON DIRECTOR
    1.000     		0 0 0
    211 N Pennsylvania St Ste 2500
    Indianapolis,IN46204
    THOMAS H RISTINE DIRECTOR
    1.000     		0 0 0
    211 N Pennsylvania St Ste 2500
    Indianapolis,IN46204
    JEFFREY HARRISON DIRECTOR
    1.000     		0 0 0
    211 N Pennsylvania St Ste 2500
    Indianapolis,IN46204
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    SUSAN LUSE PROGRAM ADMIN
    32.000     		86,644 36,248 2,518
    211 N Pennsylvania St Ste 2500
    Indianapolis,IN46204
    ALEX COHEN DIR OF LEARN/EVAL.
    40.000     		83,376 20,421 839
    211 N Pennsylvania St Ste 2500
    Indianapolis,IN46204
    SARAH HAWKINS SR PROGRAM OFFICER
    40.000     		94,706 33,195 4,011
    211 N Pennsylvania St Ste 2500
    Indianapolis,IN46204
    KATHRYN NEILSEN DIR OF COMMUN.
    40.000     		75,563 13,714 5,277
    211 N Pennsylvania St Ste 2500
    Indianapolis,IN46204
    SCOTT SEMESTER EXECUTIVE ASSISTANT
    40.000     		81,939 14,819 2,490
    211 N Pennsylvania St Ste 2500
    Indianapolis,IN46204
    Total number of other employees paid over $50,000...................bullet 10
    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
    Cambridge Associates Investment management services 577,526
    125 High Street
    Boston,MA021102112
    Education Development Center Technical assistance for training programs 338,058
    43 Foundry Avenue
    Waltham,MA024538313
    RTI International Technical assistance for training programs 261,120
    3040 Cornwallis Road
    Research Triangle Park,NC27709
    VOX Global LLC Communication Services 174,414
    350 Massachusetts Ave
    Suite 300
    Indianapolis,IN46204
    Crowe LLP Accounting & Tax Services 64,950
    225 West Wacker Dr
    Suite 2600
    Chicago,IL606061224
    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 (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
    67,662,380
    b
    Average of monthly cash balances.......................
    1b
    161,803
    c
    Fair market value of all other assets (see instructions)................
    1c
    259,672,095
    d
    Total (add lines 1a, b, and c).........................
    1d
    327,496,278
    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
     
    3
    Subtract line 2 from line 1d.........................
    3
    327,496,278
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    4,912,444
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    322,583,834
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    16,129,192
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    16,129,192
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    154,899
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
    0
    c
    Add lines 2a and 2b............................
    2c
    154,899
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    15,974,293
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    15,974,293
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    15,974,293
    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
    16,243,120
    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
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    16,243,120
    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
    154,899
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    16,088,221
    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 15,974,293
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only....... 8,911,580
    b Total for prior years:2017, 2016, 2015 0
    3 Excess distributions carryover, if any, to 2019:
    a From 2014...... 0
    b From 2015...... 0
    c From 2016...... 0
    d From 2017...... 0
    e From 2018...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 16,243,120
    a Applied to 2018, but not more than line 2a 8,911,580
    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..... 7,331,540
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2019.   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 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......     		 
    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 ..........     		8,642,753
    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
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2015.... 0
    b Excess from 2016.... 0
    c Excess from 2017.... 0
    d Excess from 2018.... 0
    e Excess from 2019.... 0
    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....... 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) 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.)
    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 (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)
    aPaid during the year
    16 Tech Community Corporation
    300 N Meridian Street Suite 950
    Indianapolis,IN46204     		NONE SO I 16 Tech Start Up Funding 250,000
    16 Tech Community Corporation
    300 N Meridian Street Suite 950
    Indianapolis,IN46204     		NONE SO I 16 Tech Start Up Funding 250,000
    A Children's Habitat
    801 W 73rd Street
    Indianapolis,IN46260     		NONE PC Matching Grant 250
    ACLU of Indiana Foundation
    1031 E Washington Street
    Indianapolis,IN46202     		NONE PC Matching Grant 4,500
    American Cabaret Theatre
    924 N Pennsylvania Street
    Indianapolis,IN46204     		NONE PC Matching Grant 1,000
    American Cabaret Theatre
    924 N Pennsylvania Street
    Indianapolis,IN46204     		NONE PC Matching Grant 1,000
    Arthur M Glick Jewish Community Center
    6701 Hoover Road
    Indianapolis,IN46260     		NONE PC Matching Grant 600
    ArtMix
    1505 N Delaware Street
    Indianapolis,IN462024468     		NONE PC Matching Grant 300
    Baldwin-Wallace College
    275 Eastland Road
    Berea,OH44017     		NONE PC Matching Grant 1,200
    Beech Grove City Schools
    5334 Hornet Ave
    Beech Grove,IN46107     		NONE GOV Prevention Matters Substance Use Prevention Initiative for Marion County Schools 85,689
    Benjamin Harrison Presidential Site
    1230 N Delaware Street
    Indianapolis,IN46202     		NONE PC Matching Grant 1,800
    Bishop Chatard
    5885 Crittenden Avenue
    Indianapolis,IN46220     		NONE PC Prevention Matters Substance Use Prevention Initiative for Marion County Schools 32,390
    Booth Tarkington Civic Theatre
    3 Center Green Suite 300
    Carmel,IN46032     		NONE PC Matching Grant 7,500
    Brebeuf Jesuit Preparatory School
    2801 W 86th Street
    Indianapolis,IN46268     		NONE PC Matching Grant 2,500
    Butler University
    4600 Sunset Avenue
    Indianapolis,IN462083485     		NONE PC Matching Grant 1,500
    Butler University
    4600 Sunset Avenue
    Indianapolis,IN46208     		NONE PC Beautiful Boy Event with David Sheff on March 26, 2019 7,000
    Butler University
    4600 Sunset Avenue
    Indianapolis,IN462083485     		NONE PC Expansion of Sciences Capital Project 1,000,000
    Calvary Chapel of Brandon Inc
    1331 Kingsway Road
    Brandon,FL33510     		NONE PC Matching Grant 12,000
    Campaign for Tobacco-Free Kids
    1400 Eye Street NW Suite 1200
    Washington,DC20005     		NONE PC Tobacco Coalition Support 215,000
    Campus Crusade for Christ Inc
    100 Lake Hart Drive 2400
    Orlando,FL32832     		NONE PC Matching Grant 1,200
    Campus Crusade for Christ Inc
    100 Lake Hart Drive 2400
    Orlando,FL32832     		NONE PC Matching Grant 600
    Candid
    4801 Courthouse Street Suite 220
    Williamsburg,VA23188     		NONE PC 2019 Annual Membership 5,000
    Cardinal Ritter High School
    3360 West 30th Street
    Indianapolis,IN46222     		NONE PC Prevention Matters Substance Use Prevention Initiative for Marion County Schools 34,600
    Cathedral High School
    5335 East 56th Street
    Indianapolis,IN46226     		NONE PC Prevention Matters Substance Use Prevention Initiative for Marion County Schools 25,150
    Center for Strategic & International Studies
    1616 Rhode Island Ave NW
    Washington,DC20036     		NONE PC Matching Grant 30,000
    Central Indiana Corporate Partnership Foundation Inc
    111 Monument Circle Suite 1800
    Indianapolis,IN46204     		NONE SO I 2019 Annual Membership 16,500
    Central Indiana Corporate Partnership Foundation Inc
    111 Monument Circle Suite 1800
    Indianapolis,IN46204     		NONE SO I Early Childhood Education Talent Pipeline Model 73,977
    Central Indiana Corporate Partnership Foundation Inc
    111 Monument Circle Suite 1800
    Indianapolis,IN46204     		NONE SO I Career & Technical Education Sources and Uses Analysis, Education Communication Strategy, and Catapult Feasibility Study 98,950
    Central Indiana Corporate Partnership Foundation Inc
    111 Monument Circle Suite 1800
    Indianapolis,IN46204     		NONE SO I General Operating Support for BioCrossroads 730,000
    Central Indiana Corporate Partnership Foundation Inc
    111 Monument Circle Suite 1800
    Indianapolis,IN46204     		NONE SO I Youth Apprenticeship Marion County Pilot and Statewide Community of Practice 2,000,000
    Chalkbeat Indiana
    1239 Broadway Suite 703 B
    New York,NY10001     		NONE PC General Operating Support 100,000
    Coburn Place Safehaven II Inc
    604 East 38th Street
    Indianapolis,IN46205     		NONE PC Matching Grant 100
    Cold Spring School
    3650 Cold Spring Road
    Indianapolis,IN46222     		NONE PC Prevention Matters Substance Use Prevention Initiative for Marion County Schools 38,150
    Columbia Business School
    622 West 113th Street MAIL CODE 452
    4
    New York,NY10025     		NONE PC Matching Grant 250
    Crown Hill Heritage Foundation
    700 West 38th Street
    Indianapolis,IN46208     		NONE PC Family Legacy Grant designated for historic preservation and education programs 25,000
    Cystic Fibrosis Foundation
    4550 Montgomery Avenue
    Bethesda,MD20814     		NONE PC Matching Grant 100
    Damar Services Inc
    6324 Kentucky Avenue
    Camby,IN46113     		NONE PC Matching Grant 2,250
    Dance Kaleidoscope
    4603 Clarendon Road 32
    Indianapolis,IN46208     		NONE PC Matching Grant 750
    Early Learning Indiana
    1776 N Meridian Street Suite A
    Indianapolis,IN46202     		NONE PC Kindergarten Readiness Indicator Spring Pilot 19,293
    Early Learning Indiana
    1776 N Meridian Street Suite A
    Indianapolis,IN46202     		NONE PC Early Childhood Education Talent Pipeline Model 230,300
    Economic Club of Indiana Inc
    1630 N Meridian Street
    Indianapolis,IN46202     		NONE PC Speaker Sponsorship for Dr. Ursula Renold 2,500
    Economic Club of Indiana Inc
    1630 N Meridian Street
    Indianapolis,IN46202     		NONE PC Sponsorship 2019-2020 10,000
    Edison School of the Arts
    777 S White River Parkway W Dr
    Indianapolis,IN46221     		NONE PC Prevention Matters Substance Use Prevention Initiative for Marion County Schools 1,999
    Eiteljorg Museum of American Indians & Western Art
    500 W Washington Street
    Indianapolis,IN46204     		NONE PC Matching Grant 3,000
    EmployIndy
    101 W Washington Street
    Indianapolis,IN46204     		NONE PC Advancing Youth Apprenticeships in Indiana 20,000
    Eskenazi Health Foundation Inc
    720 Eskenazi Avenue Fifth Third Bui
    lding
    Indianapolis,IN46202     		NONE PC Matching Grant 10,005
    Fishtown Preservation Society Inc
    PO Box 721
    Leland,MI49654     		NONE PC Matching Grant 1,500
    Franklin Township Community School Corporation
    6141 S Franklin Rd
    Indianapolis,IN46259     		NONE GOV Prevention Matters Substance Use Prevention Initiative for Marion County Schools 66,173
    Friends of Holliday Park
    6363 Spring Mill Road
    Indianapolis,IN46260     		NONE PC Matching Grant 2,750
    Grantmakers In Health
    1100 Connecticut Avenue NW Suite 12
    00
    Washington,DC20036     		NONE PC 2019 Annual Membership 5,610
    Greater Indianapolis Progress Committee
    200 East Washington Street City-Cou
    nty Building Suite 1901
    Indianapolis,IN46204     		NONE PC 2019 Annual Membership 2,200
    GuideStar USA Inc
    4801 Courthouse Street Suite 220
    Williamsburg,VA23188     		NONE PC 2019 Annual Membership 5,000
    Health & Hospital Corporation of Marion County
    3838 North Rural
    Indianapolis,IN462052930     		NONE GOV Marion County Public Health Department Safe Syringe Access & Support 231,604
    Historic Landmarks Foundation of Indiana Inc dba Indiana Landmarks
    1201 Central Avenue
    Indianapolis,IN46202     		NONE PC Family Legacy grant designated for general operating support 50,000
    Humane Society of Indianapolis
    7929 N Michigan Road
    Indianapolis,IN46268     		NONE PC Matching Grant 300
    Ignite Achievement Academy
    1002 W 25th Street
    Indianapolis,IN46208     		NONE PC Prevention Matters Substance Use Prevention Initiative for Marion County Schools 16,500
    Immaculate Heart of Mary
    5692 Central Avenue
    Indianapolis,IN46220     		NONE PC Matching Grant 450
    Indiana Broadcasters Foundation Inc
    PO Box 902
    Carmel,IN46082     		NONE PC Support for Hall of Fame dinner and video 5,000
    Indiana Chamber of Commerce Foundation
    115 W Washington Street
    Indianapolis,IN46204     		NONE SO II Indiana Chamber Workforce Summit Sponsorship 3,500
    Indiana Chamber of Commerce Foundation
    115 W Washington Street Suite 850 S
    Indianapolis,IN46204     		NONE SO II Strategic Approach to Address Workplace Substance Abuse in Indiana 50,000
    Indiana Coalition to End Sexual Assault
    9245 N Meridian Street Suite 227
    Indianapolis,IN46260     		NONE PC Matching Grant 300
    Indiana Humanities Council
    1500 N Delaware Street
    Indianapolis,IN46202     		NONE PC Matching Grant 1,500
    Indiana InternNet
    Indiana Chamber of Commerce Offices
    115 W Washington St Ste 850
    Indianapolis,IN46204     		NONE PC Advancing Youth Apprenticeships in Indiana 20,000
    Indiana Philanthropy Alliance
    32 E Washington Street Suite 1100
    Indianapolis,IN462043583     		NONE PC 2019 Legislative Luncheon for Central Indiana Funders 200
    Indiana Philanthropy Alliance
    32 E Washington Street Suite 1100
    Indianapolis,IN462043583     		NONE PC 2019 Annual Membership & Leadership Circle gift 18,750
    Indiana Primary Health Care Association
    429 N Pennsylvania Street Suite 333
    Indianapolis,IN46204     		NONE PC Indiana Primary Health Care Association Annual Conference Sponsorship 5,000
    Indiana Repertory Theatre
    140 West Washington Street
    Indianapolis,IN46202     		NONE PC Matching Grant 750
    Indiana University Foundation
    PO Box 500
    Bloomington,IN474020500     		NONE PC Matching Grant 100
    Indiana University Foundation
    PO Box 500
    Bloomington,IN474020500     		NONE PC Matching Grant 300
    Indiana University Foundation
    PO Box 500
    Bloomington,IN474020500     		NONE PC Matching Grant 600
    Indiana University Foundation
    PO Box 500
    Bloomington,IN474020500     		NONE PC Matching Grant 600
    Indiana University Health Foundation
    1633 N Capitol Avenue Suite 1200
    Indianapolis,IN46202     		NONE SO I Charles Warren Fairbanks Center for Medical Ethics 50,000
    Indiana University Health Foundation
    1633 N Capitol Avenue Suite 1200
    Indianapolis,IN46202     		NONE SO I Virtual Peer Recovery Coach Expansion in Partnership with Indiana Department of Child Services 419,085
    Indianapolis Children's Choir
    4600 Sunset Avenue
    Indianapolis,IN46208     		NONE PC Matching Grant 1,250
    Indianapolis Public Schools
    120 East Walnut
    Indianapolis,IN46204     		NONE GOV Prevention Matters Substance Use Prevention Initiative for Marion County Schools 461,367
    Indianapolis Public Schools
    120 East Walnut
    Indianapolis,IN46204     		NONE PC Matching Grant 600
    Indianapolis Zoological Society Inc
    1200 West Washington Street POBox 2
    2309
    Indianapolis,IN462220309     		NONE PC Matching Grant 30,000
    Indianapolis Zoological Society Inc
    1200 West Washington Street POBox 2
    2309
    Indianapolis,IN462220309     		NONE PC Matching Grant 2,250
    Indianapolis Zoological Society Inc
    1200 West Washington Street POBox 2
    2309
    Indianapolis,IN462220309     		NONE PC General Operating Support designated for Indianapolis Zoo gardens 50,000
    Indianapolis Chamber of Commerce Foundation
    111 Monument Circle Suite 1950
    Indianapolis,IN46204     		NONE SO I 2020 Annual Membership 2,000
    Indianapolis Chamber of Commerce Foundation
    111 Monument Circle Suite 1950
    Indianapolis,IN46204     		NONE SO I Enterprise Efficiency Plan for Indianapolis Public Schools 250,000
    Institute for Quality Education
    100 West Ohio Street Suite 700
    Indianapolis,IN46204     		NONE PC General Operating Support 200,000
    Ivy Tech Foundation
    50 W Fall Creek Parkway North Drive
    Indianapolis,IN462085752     		NONE PC Advancing Youth Apprenticeships in Indiana 20,000
    KIPP Indy Public Schools
    1740 E 30th St
    Indianapolis,IN46218     		NONE PC Prevention Matters Substance Use Prevention Initiative for Marion County Schools 55,000
    Leelanau Conservancy
    PO Box 1007
    Leland,MI49654     		NONE PC Matching Grant 7,500
    Leelanau County Cancer Foundation
    P O Box 235
    Lake Leelanau,MI49653     		NONE PC Matching Grant 1,500
    Lyn House Inc
    PO Box 11255
    Indianapolis,IN46201     		NONE PC Matching Grant 600
    Marian University
    3200 Cold Spring Road
    Indianapolis,IN462221997     		NONE PC Support for Implementation of Fred S. Klipsch Educators College 400,000
    Matchbook Learning
    1163 N Belmont Avenue
    Indianapolis,IN46222     		NONE PC Prevention Matters Substance Use Prevention Initiative for Marion County Schools 50,000
    Matchbook Learning
    1163 N Belmont Avenue
    Indianapolis,IN46222     		NONE PC Prevention Matters Substance Use Prevention Initiative for Marion County Schools 6,400
    Media Impact Funders
    200 W Washington Square Suite 220
    Philadelphia,PA19106     		NONE PC 2019 Annual Membership 5,000
    Memorial Sloan-Kettering Cancer Center
    1275 York Ave
    New York,NY10021     		NONE PC Matching Grant 300
    MSD of Warren Township
    975 N Post Road
    Indianapolis,IN46219     		NONE GOV Prevention Matters Substance Use Prevention Initiative for Marion County Schools 6,000
    MSD of Decatur Township
    5251 Kentucky Ave
    Indianapolis,IN46221     		NONE GOV Prevention Matters Substance Use Prevention Initiative for Marion County Schools 49,019
    MSD of Lawrence Township
    Lawrence Education and Community Ce
    nter 6501 Sunnyside Rd
    Indianapolis,IN46236     		NONE GOV Prevention Matters Substance Use Prevention Initiative for Marion County Schools 226,505
    MSD of Washington Township
    8550 Woodfield Crossing Blvd
    Indianapolis,IN46240     		NONE GOV Prevention Matters Substance Use Prevention Initiative for Marion County Schools 146,690
    MSD of Wayne Township
    1220 S High School Rd
    Indianapolis,IN46241     		NONE GOV Prevention Matters Substance Use Prevention Initiative for Marion County Schools 350,400
    NCSL Foundation for State Legislatures
    7700 East 1st Place
    Denver,CO80230     		NONE PC Expand Capacity of the Governor's Workforce Cabinet 778
    NCSL Foundation for State Legislatures
    7700 East 1st Place
    Denver,CO80230     		NONE PC Expand Capacity of the Governor's Workforce Cabinet 3,182
    NCSL Foundation for State Legislatures
    7700 East 1st Place
    Denver,CO80230     		NONE PC Expand Capacity of the Governor's Workforce Cabinet 3,300
    NCSL Foundation for State Legislatures
    7700 East 1st Place
    Denver,CO80230     		NONE PC Expand Capacity of the Governor's Workforce Cabinet 49,882
    New America
    740 15th Street NW Suite 900
    Washington,DC20005     		NONE PC Advancing Youth Apprenticeships in Indiana 250,000
    New Hampshire Charitable Foundation
    37 Pleasant Street
    Concord,NH03301     		NONE PC Annual Membership for National Substance Use Disorder Funders Forum 5,000
    Newfields
    4000 Michigan Road
    Indianapolis,IN462083326     		NONE PC Matching Grant 6,000
    Newfields
    4000 Michigan Road
    Indianapolis,IN462083326     		NONE PC Matching Grant 4,500
    Newfields
    4000 Michigan Road
    Indianapolis,IN462083326     		NONE PC Virginia B. Fairbanks Art & Nature Park 1,400,000
    Noblesville Youth Baseball
    PO Box 721
    Noblesville,IN46061     		NONE PC Matching Grant 15,000
    NORC at the University of Chicago
    1155 E 60th Street
    Chicago,IL60637     		NONE PC Kindergarten Readiness Indicators Pilot 2,022
    NORC at the University of Chicago
    1155 E 60th Street
    Chicago,IL60637     		NONE PC Kindergarten Readiness Indicators Pilot 2,688
    NORC at the University of Chicago
    1155 E 60th Street
    Chicago,IL60637     		NONE PC Kindergarten Readiness Indicators Pilot 3,943
    NORC at the University of Chicago
    1155 E 60th Street
    Chicago,IL60637     		NONE PC Kindergarten Readiness Indicators Pilot 4,506
    NORC at the University of Chicago
    1155 E 60th Street
    Chicago,IL60637     		NONE PC Kindergarten Readiness Indicators Pilot 4,761
    NORC at the University of Chicago
    1155 E 60th Street
    Chicago,IL60637     		NONE PC Kindergarten Readiness Indicators Pilot 9,356
    NORC at the University of Chicago
    1155 E 60th Street
    Chicago,IL60637     		NONE PC Kindergarten Readiness Indicators Pilot 12,249
    NORC at the University of Chicago
    1155 E 60th Street
    Chicago,IL60637     		NONE PC Kindergarten Readiness Indicators Pilot 15,441
    Old School Square Center for the Arts Inc
    51 N Swinton Avenue
    Delray Beach,FL33444     		NONE PC Matching Grant 3,000
    Perry Township Schools
    6548 Orinoco Avenue
    Indianapolis,IN46227     		NONE GOV Prevention Matters Substance Use Prevention Initiative for Marion County Schools 142,205
    Philanthropy Roundtable
    1120 20th Street NW Suite 550 South
    Washington,DC20036     		NONE PC 2019 Annual Membership 9,000
    Phoenix Theatre
    705 N Illinois St
    Indianapolis,IN46204     		NONE PC Matching Grant 3,000
    Pike Township Educational Foundation (Non-PM)
    5353 W 71st Street
    Indianapolis,IN46268     		NONE PC Matching Grant 100
    Plainfield Christian Church
    800 Dan Jones Road
    Plainfield,IN46168     		NONE PC Matching Grant 8,992
    Planned Parenthood of Indiana & Kentucky Inc
    200 South Meridian Street Suite 400
    Indianapolis,IN462251055     		NONE PC Matching Grant 3,000
    Public Impact
    405A East Main Street
    Carrboro,NC27510     		NONE NC Opportunity Culture in Indianapolis Public Schools 60,000
    Purdue Polytechnic High School
    49 W Maryland Street H10B
    Indianapolis,IN46204     		NONE PC Prevention Matters Substance Use Prevention Initiative for Marion County Schools 136,345
    Purdue Polytechnic High School
    49 W Maryland Street H10B
    Indianapolis,IN46204     		NONE PC Support for Launch and Replication of STEM High School 250,000
    Random Acts of Flowers
    1057 East 54th Street Suite F
    Indianapolis,IN46220     		NONE PC Matching Grant 750
    Roncalli High School
    3300 Prague Road
    Indianapolis,IN46227     		NONE PC Prevention Matters Substance Use Prevention Initiative for Marion County Schools 18,667
    Scecina Memorial High School
    5000 Nowland Ave
    Indianapolis,IN46201     		NONE PC Prevention Matters Substance Use Prevention Initiative for Marion County Schools 4,583
    Second Presbyterian Church
    7700 N Meridian Street
    Indianapolis,IN46260     		NONE PC Matching Grant 1,800
    Second Presbyterian Church
    7700 N Meridian Street
    Indianapolis,IN46260     		NONE PC Matching Grant 3,300
    Second Presbyterian Church
    7700 N Meridian Street
    Indianapolis,IN46260     		NONE PC Matching Grant 3,300
    Shepherd Community
    4107 E Washington St
    Indianapolis,IN46201     		NONE PC Shepherd Community School for Prevention Matters Substance Use Prevention Initiative for Marion County Schools 27,669
    St Vincent Hospital Foundation Inc
    8402 Harcourt Road Suite 210
    Indianapolis,IN46260     		NONE SO I Family Legacy grant designated for physician's medical education program 50,000
    Stadia New Church Strategies
    P O Box 699
    Uniontown,OH44685     		NONE PC Matching Grant 15,000
    Summer Stock Stage Inc
    P O Box 55012
    Indianapolis,IN46205     		NONE PC Matching Grant 6,000
    Sycamore School
    1750 W 64th Street
    Indianapolis,IN46260     		NONE PC Matching Grant 2,000
    Teach for America
    1314 N Meridian Street
    Indianapolis,IN46202     		NONE PC General Operating Support 500,000
    The Clear Fund
    182 Howard Street Suite 208
    San Francisco,CA94105     		NONE PC Matching Grant 2,400
    The Elephant Sanctuary in Tennessee DBA The Elephant Sanctuary
    PO Box 393
    Hohenwald,TN38468     		NONE PC Matching Grant 300
    The Independence Academy
    4701 N Central Ave
    Indianapolis,IN46205     		NONE PC Prevention Matters Substance Use Prevention Initiative for Marion County Schools 7,425
    The Leukemia & Lymphoma Society
    941 East 86th Street Suite 100
    Indianapolis,IN46240     		NONE PC Matching Grant 4,500
    The Mind Trust
    1630 N Meridian Street Suite 450
    Indianapolis,IN46202     		NONE SO I Relay Graduate School of Education National Principals Academy Fellowship 200,000
    The Mind Trust
    1630 N Meridian Street Suite 450
    Indianapolis,IN46202     		NONE SO I General Operating Support 600,000
    The Ohio State University
    PO Box 710811
    Columbus,OH432710811     		NONE PC Matching Grant 750
    The Orchard School
    615 West 64th Street
    Indianapolis,IN46260     		NONE PC Prevention Matters Substance Use Prevention Initiative for Marion County Schools 47,500
    Thomas Gregg Neighborhood School
    2302 E Michigan St
    Indianapolis,IN46201     		NONE PC Prevention Matters Substance Use Prevention Initiative for Marion County Schools 75,000
    Timmy Global Health
    22 East 22nd Street
    Indianapolis,IN46202     		NONE PC Matching Grant 1,000
    Traders Point Christian Church
    6590 S Indianapolis Road
    Whitestown,IN46075     		NONE PC Matching Grant 500
    Traders Point Christian Church
    6590 S Indianapolis Road
    Whitestown,IN46075     		NONE PC Matching Grant 5,000
    Traders Point Christian Schools
    6600 Indianapolis Road
    Whitestown,IN46075     		NONE PC Matching Grant 5,000
    Trinity Haven
    3561 N Pennsylvania Street
    Indianapolis,IN46205     		NONE PC Matching Grant 100
    UNCF
    3737 N Meridian Street Suite 507
    Indianapolis,IN46208     		NONE PC Community Engagement and Capacity Building 127,380
    United Way of Central Indiana
    2955 N Meridian Street Suite 300
    Indianapolis,IN46208     		NONE PC Matching Grant 5,088
    United Way of Central Indiana
    2955 N Meridian Street Suite 300
    Indianapolis,IN46208     		NONE PC Annual Campaign Contribution 100,000
    United Way of Monroe County
    431 S College Avenue
    Bloomington,IN47403     		NONE PC Matching Grant 9,000
    University of Texas Foundation
    PO Box 250
    Austin,TX787670250     		NONE PC Matching Grant 4,500
    Urban ACT Academy
    1250 E Market Street
    Indianapolis,IN46202     		NONE PC Prevention Matters Substance Use Prevention Initiative for Marion County Schools 8,052
    Urban ACT Academy
    1250 E Market Street
    Indianapolis,IN46202     		NONE PC Prevention Matters Substance Use Prevention Initiative for Marion County Schools 61,750
    Victory College Prep
    1780 Sloan Ave
    Indianapolis,IN46203     		NONE PC Prevention Matters Substance Use Prevention Initiative for Marion County Schools 57,000
    Village of Merici
    5023 E 56th St 320B
    Indianapolis,IN462261471     		NONE PC Matching Grant 375
    Vincennes University Foundation
    1002 North First Street
    Vincennes,IN47591     		NONE PC Advancing Youth Apprenticeships in Indiana 20,000
    Wabash College
    PO Box 352 301 W Wabash Avenue
    Crawfordsville,IN479330352     		NONE PC Matching Grant 1,800
    Wabash College
    PO Box 352 301 W Wabash Avenue
    Crawfordsville,IN479330352     		NONE PC Matching Grant 3,750
    WFYI
    1630 N Meridian Street
    Indianapolis,IN462021429     		NONE PC Matching Grant 3,750
    WFYI
    1630 N Meridian Street
    Indianapolis,IN462021429     		NONE PC Matching Grant 250
    WFYI
    1630 N Meridian Street
    Indianapolis,IN462021429     		NONE PC Support to Increase Public Health Journalism 300,000
    Wheeler Mission Ministries
    205 East New York Street
    Indianapolis,IN46204     		NONE PC Matching Grant 250
    Woodstock Historical Foundation
    1301 West 38th Street
    Indianapolis,IN46208     		NONE PC Matching Grant 250
    Young Life
    420 N Cascade Avenue
    Colorado Springs,CO80903     		NONE PC Matching Grant 100
    Young Life
    420 N Cascade Avenue
    Colorado Springs,CO80903     		NONE PC Matching Grant 15,000
    Total .................................bullet 3a 13,343,145
    bApproved for future payment
    Beech Grove City Schools
    5334 Hornet Ave
    Beech Grove,IN46107     		NONE GOV Prevention Matters Implementation Grant - Round 1 53,789
    Bishop Chatard
    5885 Crittenden Avenue
    Indianapolis,IN46220     		NONE PC Prevention Matters Implementation Grant - Round 1 32,390
    Butler University
    4600 Sunset Avenue
    Indianapolis,IN46208     		NONE PC Expansion of the Sciences Capital Project 5,000,000
    Cardinal Ritter High School
    3360 West 30th Street
    Indianapolis,IN46222     		NONE PC Prevention Matters Implementation Grant - Round 1 38,505
    Cathedral High School
    5335 East 56th Street
    Indianapolis,IN46226     		NONE PC Prevention Matters Implementation Grant - Round 1 23,350
    Central Indiana Corporate Partnership Foundation Inc
    111 Monument Circle Suite 1800
    Indianapolis,IN46204     		NONE SO I General Operating Support for BioCrossroads 750,000
    Central Indiana Corporate Partnership Foundation Inc
    111 Monument Circle Suite 1800
    Indianapolis,IN46204     		NONE SO I Youth Apprenticeship Marion County Pilot and Statewide Community of Practice 1,000,000
    Cold Spring School
    3650 Cold Spring Road
    Indianapolis,IN46222     		NONE PC Prevention Matters Implementation Grant - Round 1 38,150
    Early Learning Indiana
    1776 N Meridian Street Suite A
    Indianapolis,IN46202     		NONE PC Early Childhood Education Talent Pipeline Model 319,700
    EdChoice (2019-2020)
    111Monument Circle Suite 2650
    Indianapolis,IN46204     		NONE PC General Operating Support for Model State Initiative 200,000
    Edison School of the Arts
    777 S White River Parkway W Dr
    Indianapolis,IN46221     		NONE PC Prevention Matters Implementation Grant - Round 1 1,999
    Father Thomas Scecina Memorial High School
    5000 Nowland Ave
    Indianapolis,IN46201     		NONE PC Prevention Matters Implementation Grant - Round 1 16,407
    Franklin Township Community School Corporation
    6141 S Franklin Rd
    Indianapolis,IN46259     		NONE GOV Prevention Matters Implementation Grant - Round 1 63,357
    Health & Hospital Corporation of Marion County
    3838 North Rural
    Indianapolis,IN46205     		NONE GOV Marion County Public Health Department Safe Syringe Access & Support 933,146
    Ignite Achievement Academy
    1002 W 25th Street
    Indianapolis,IN46208     		NONE PC Prevention Matters Implementation Grant - Round 2 10,500
    Indianapolis Chamber of Commerce Foundation
    115 W Washington Street
    Indianapolis,IN46204     		NONE SO I Enterprise Efficiency Plan for Indianapolis Public Schools 250,000
    Indiana University Health Foundation
    1633 N Capitol Avenue Suite 1200
    Indianapolis,IN46202     		NONE SO I Virtual Peer Recovery Coach Expansion in partnership with Indiana Department of Child Services 394,085
    Indianapolis Public Schools
    120 East Walnut
    Indianapolis,IN46204     		NONE GOV Prevention Matters Implementation Grant - Round 1 485,610
    Ivy Tech Foundation
    50 W Fall Creek Parkway North Drive
    Indianapolis,IN46208     		NONE PC Career Coaching and Employer Connection Initiative in Marion County 1,092,860
    KIPP Indy Public Schools
    1740 E 30th St
    Indianapolis,IN46218     		NONE PC Prevention Matters Implementation Grant - Round 1 58,000
    Marian University
    3200 Cold Spring Road
    Indianapolis,IN46222     		NONE PC Support for Implementation of Fred S. Klipsch Educators College 500,000
    Matchbook Learning
    1163 N Belmont Avenue
    Indianapolis,IN46222     		NONE PC Prevention Matters Implementation Grant - Round 1 60,436
    MSD of Decatur Township
    5275 Kentucky Ave
    Indianapolis,IN46221     		NONE GOV Prevention Matters Implementation Grant - Round 1 88,219
    MSD of Lawrence Township
    Lawrence Education and Community Ce
    nter 6501 Sunnyside Road
    Indianapolis,IN46236     		NONE GOV Prevention Matters Implementation Grant - Round 1 210,221
    MSD of Warren Township
    975 N Post Road
    Indianapolis,IN46219     		NONE GOV Prevention Matters Implementation Grant - Round 2 5,000
    MSD of Washington Township
    8550 Woodfield Crossing Blvd
    Indianapolis,IN46240     		NONE GOV Prevention Matters Implementation Grant - Round 2 293,380
    MSD of Wayne Township
    1220 S High School Rd
    Indianapolis,IN46241     		NONE GOV Prevention Matters Implementation Grant - Round 1 350,400
    Newfields
    4000 Michigan Road
    Indianapolis,IN46208     		NONE PC Virginia B. Fairbanks Art & Nature Park 8,000,000
    Perry Township Schools
    6548 Orinoco Avenue
    Indianapolis,IN46227     		NONE GOV Prevention Matters Implementation Grant - Round 1 142,205
    Purdue Polytechnic High School
    49 W Maryland Street Space H10B
    Indianapolis,IN46204     		NONE PC Prevention Matters Implementation Grant - Round 1 136,945
    Roncalli High School
    3300 Prague Road
    Indianapolis,IN46227     		NONE PC Prevention Matters Implementation Grant - Round 1 40,686
    Shepherd Community
    4107 E Washington St
    Indianapolis,IN46201     		NONE PC Shepherd Community School Prevention Matters Implementation Grant - Round 1 37,808
    Teach for America
    1314 N Meridian Street
    Indianapolis,IN46202     		NONE PC General Operating Support 500,000
    The Independence Academy
    4701 N Central Ave
    Indianapolis,IN46205     		NONE PC Prevention Matters Implementation Grant - Round 1 6,470
    The Mind Trust
    1630 N Meridian Street Suite 450
    Indianapolis,IN46202     		NONE SO I Relay Graduate School of Education National Principals Academy Fellowship 990,000
    The Mind Trust
    1630 N Meridian Street Suite 450
    Indianapolis,IN46202     		NONE SO I General Operating Support 2,400,000
    The Orchard School
    615 West 64th Street
    Indianapolis,IN46260     		NONE PC Prevention Matters Implementation Grant - Round 1 47,500
    Thomas Gregg Neighborhood School
    2302 E Michigan St
    Indianapolis,IN46201     		NONE PC Prevention Matters Implementation Grant - Round 1 72,500
    University High School
    2825 West 116th Street
    Carmel,IN46032     		NONE PC Financial and Development Consultants 250,000
    Urban ACT Academy
    1250 E Market Street
    Indianapolis,IN46202     		NONE PC Prevention Matters Implementation Grant - Round 2 137,889
    Victory College Prep (formerly Lighthouse Academies of Indiana)
    1780 Sloan Ave
    Indianapolis,IN46203     		NONE PC Prevention Matters Implementation Grant - Round 1 9,859
    WFYI
    1630 N Meridian Street
    Indianapolis,IN46202     		NONE PC Support to Increase Public Health Journalism 300,000
    Total .................................bullet 3b 25,341,366
    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.)
    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 ...........     		    14 467,347 16,241
    4 Dividends and interest from securities.... 523000 32,078 14 4,514,657  
    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 ............     		523000 59,235 18 13,289,737  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER INCOME     		523000 86,441 14 2,444,912  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 177,754 20,716,653 16,241
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    20,910,648
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (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? ...........
    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 (2019)
    Additional Data


    Software ID: 19010655
    Software Version: 2019v5.0


    Form 990PF - Special Condition Description:
    Special Condition Description