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
Christel DeHaan Family Foundation Inc
 
% MARK WILLIS
Number and street (or P.O. box number if mail is not delivered to street address)10 W Market Street Ste 1990
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Indianapolis, IN46204
A Employer identification number

35-1939960
B Telephone number (see instructions)

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

D 1. 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$49,709,050J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 769,525 769,525  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,854,837
b Gross sales price for all assets on line 6a 4,645,554
7 Capital gain net income (from Part IV, line 2)... 3,854,837
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 1,178,298 1,149,446  
12 Total. Add lines 1 through 11........ 5,802,660 5,773,808  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 70,614     70,614
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 8,625     8,625
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 14,690 11,018 0 3,672
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 71,822 9,950   5,872
19 Depreciation (attach schedule) and depletion... Click to see attachment 332    
20 Occupancy.............. 38,681 3,094   35,587
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 461,176 451,111   10,065
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 665,940 475,173 0 134,435
25 Contributions, gifts, grants paid....... 2,248,000 2,248,000
26 Total expenses and disbursements. Add lines 24 and 25 2,913,940 475,173 0 2,382,435
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,888,720
b Net investment income (if negative, enter -0-) 5,298,635
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
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 2,572,127 2,967,250 2,967,250
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 37,286,629 Click to see attachment39,780,558 46,738,620
14 Land, buildings, and equipment: basis bullet61,002
Less: accumulated depreciation (attach schedule) bullet57,822 3,512 3,180 3,180
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 39,862,268 42,750,988 49,709,050
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow 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 39,862,268 42,750,988
29 Total net assets or fund balances (see instructions)..... 39,862,268 42,750,988
30 Total liabilities and net assets/fund balances (see instructions). 39,862,268 42,750,988
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
39,862,268
2
Enter amount from Part I, line 27a .....................
2
2,888,720
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
42,750,988
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
42,750,988
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 EAGLE K-1      
b EAGLE K-1      
c FIRST STATE K-1      
d FIRST STATE K-1      
e BPIF K-1      
PESOF II K-1      
PESOF II K-1      
ABERDEEN K-1      
ABERDEEN K-1      
NTPEF IV K-1      
NTPEF IV K-1      
NTPEF V K-1      
NTPEF V K-1      
NORTHERN TRUST      
NORTHERN TRUST      
AEW      
BLACKSTONE K-1      
NTPEF VI K-1      
NTPEF VI K-1      
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 8,229   0 8,229
b 29,478   0 29,478
c 5,065   0 5,065
d 42,835   0 42,835
e 61,964   0 61,964
939   0 939
71,348   0 71,348
2,615   0 2,615
13,062   0 13,062
0   3 -3
301,775   0 301,775
0   1,559 -1,559
102,589   0 102,589
3,357,144   277,980 3,079,164
322,742   311,278 11,464
0   2,886 -2,886
0   196,670 -196,670
0   341 -341
325,769   0 325,769
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       8,229
b       29,478
c       5,065
d       42,835
e       61,964
      939
      71,348
      2,615
      13,062
      -3
      301,775
      -1,559
      102,589
      3,079,164
      11,464
      -2,886
      -196,670
      -341
      325,769
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 3,854,837
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2018 2,240,506 46,739,366 0.047936
2017 1,932,505 45,416,491 0.042551
2016 2,370,205 43,727,729 0.054204
2015 2,965,007 46,137,840 0.064264
2014 2,410,141 46,826,756 0.051469
2
Total of line 1, column (d) .....................
2
0.260424
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
0.052085
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
47,383,334
5
Multiply line 4 by line 3......................
5
2,467,961
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
52,986
7
Add lines 5 and 6........................
7
2,520,947
8
Enter qualifying distributions from Part XII, line 4,.............
8
2,382,435
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 1 105,973
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........................... 3 105,973
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- ..... 5 105,973
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 39,866
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 39,866
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 965
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 67,072
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? Click to see attachment....................
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 changesClick to see attachment....
3
Yes
 
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.Click to see attachment
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletIN
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 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 addressbulletN/A
    14
    The books are in care ofbulletMARK WILLIS Telephone no.bullet (317) 464-2022

    Located atbullet10 W MARKET ST 1990INDIANAPOLISIN ZIP+4bullet46204
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —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
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    CHRISTEL DEHAANClick to see attachment PRESIDENT/FOUNDER
    5.0     		0 0 0
    10 W Market Street Ste 1990
    Suite 1990
    Indianapolis,IN46204
    TIMOTHY E DEHAANClick to see attachment VICE PRESIDENT
    1.0     		0 0 0
    10 W Market Street Ste 1990
    Suite 1990
    Indianapolis,IN46204
    KEITH A DEHAANClick to see attachment VICE PRESIDENT
    1.0     		0 0 0
    10 W Market Street Ste 1990
    Suite 1990
    Indianapolis,IN46204
    CHERYL J WENDLINGClick to see attachment SECRETARY
    5.0     		0 0 0
    10 W Market Street Ste 1990
    SUITE 1990
    Indianapolis,IN46204
    MARK WILLISClick to see attachment TREASURER
    8.0     		0 0 0
    10 W Market Street Ste 1990
    SUITE 1990
    Indianapolis,IN46204
    MELYNNE KLAUSClick to see attachment EXECUTIVE DIRECTOR
    24.0     		70,614 8,625 0
    10 W Market Street Ste 1990
    SUITE 1990
    Indianapolis,IN46204
    NELSON HITCHCOCK IIIClick to see attachment DIRECTOR
    1.0     		0 0 0
    10 W Market Street Ste 1990
    Indianapolis,IN46204
    HELEN SMALLClick to see attachment DIRECTOR
    1.0     		0 0 0
    10 W Market Street Ste 1990
    Indianapolis,IN46204
    JOSEPH SCHNEIDERClick to see attachment VICE PRESIDENT
    1.0     		0 0 0
    10 W Market Street Ste 1990
    Indianapolis,IN46204
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
     
    Total number of other employees paid over $50,000...................bullet  
    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
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (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
    46,155,358
    b
    Average of monthly cash balances.......................
    1b
    1,949,550
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    48,104,908
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    48,104,908
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    721,574
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    47,383,334
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,369,167
    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
    2,369,167
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    105,973
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    105,973
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,263,194
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    2,263,194
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    2,263,194
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    2,382,435
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    2,382,435
    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
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    2,382,435
    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 2,263,194
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only....... 0
    b Total for prior years:2017, 2016, 2015 0
    3 Excess distributions carryover, if any, to 2019:
    a From 2014......  
    b From 2015...... 498,316
    c From 2016...... 195,775
    d From 2017......  
    e From 2018......  
    fTotal of lines 3a through e........ 694,091
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 2,382,435
    a Applied to 2018, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2019 distributable amount..... 2,263,194
    e Remaining amount distributed out of corpus 119,241
    5 Excess distributions carryover applied to 2019.    
    (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 5 813,332
    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 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2014 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......     		813,332
    10 Analysis of line 9:
    a Excess from 2015.... 498,316
    b Excess from 2016.... 195,775
    c Excess from 2017....  
    d Excess from 2018....  
    e Excess from 2019.... 119,241
    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).)
    C DEHAAN
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NA
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    M KLAUS DIRECTOR OF GRANT PROGRAMs
    10 W MARKET STREET 1990
    INDIANAPOLIS,IN46204
    (317) 464-2038
    bThe form in which applications should be submitted and information and materials they should include:
    LETTER OF INQUIRY
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    K-12 EDUCATION IN INDIANA AND ARTS CULTURE IN INDIANAPOLIS AS WELL AS OTHER DISCRETIONARY GRANTS
    Form 990-PF (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
    Actors Theatre of Indiana
    510 3rd Ave SW
    Carmel,IN46032     		NONE PC General Operating Support 30,000
    Actors Theatre of Indiana
    510 3rd Ave SW
    Carmel,IN46032     		NONE PC General Operating Support 2,500
    American Cabaret Theatre
    121 Monument Circle Ste 516
    Indianapolis,IN46204     		NONE PC General Operating Support - C. DeHaan Int'l Series 75,000
    American Civil Liberties Union of Indiana Fdtn
    1031 E Washington Street
    Indianapolis,IN46202     		NONE PC General Operating Support 50,000
    American Pianist Assoc
    4603 Clarendon Road Suite 030
    Indianapolis,IN46208     		NONE PC General Operating Support 80,000
    Art with a Heart
    6002 Sunnyside Road
    Indianapolis,IN46236     		NONE PC Summer Youth Program 5,500
    ArtMix Inc
    1505 N Delaware St
    Indianapolis,IN46202     		NONE PC Summer Youth Program 4,000
    Arts Council of Indianapolis
    924 North Pennsylvania St
    Indianapolis,IN46204     		NONE PC Start with Art Luncheon 7,500
    Arts Council of Indianapolis
    924 North Pennsylvania St
    Indianapolis,IN46204     		NONE PC DeHaan Artist of Distinction Award 82,500
    Arts for Learning
    3921 N Meridian Street Ste 210
    Indianapolis,IN46208     		NONE PC General Operating Support - CHS Programming 25,000
    Asante Children's Theatre Inc
    502 N Tremont
    Indianapolis,IN46222     		NONE PC General Operating Support 25,000
    Athenaeum Foundation
    401 E Michigan St
    Indianapolis,IN46204     		NONE SO I General Operating Support 5,000
    Benjamin Harris Presidential Site Inc
    1230 N Delaware Street
    Indianapolis,IN46202     		NONE PC Candlelight Theatre Series Support 4,000
    Big Car Media Inc
    615 N Alabama Street Suite 119
    Indianapolis,IN46204     		NONE PC General Operating Support 25,000
    Bobpresents Inc
    7260 Fishback Hill Lane
    Indianapolis,IN46278     		NONE PC 2019 Theatre Production Support 5,000
    Booth Tarkington Civic Inc
    3 Center Green 300
    Carmel,IN46032     		NONE PC General Operating Support 45,000
    Butler University
    4600 Sunset Avenue
    Indianapolis,IN46208     		NONE PC 2020 C.DeHaan VITA Program 45,000
    Cathedral High School-Cathedral Trustees Inc
    5225 East 56th St
    Indianapolis,IN46226     		NONE PC 2020 Choir & ShamrAuction Event 10,000
    Catholic Relief Services
    1400 North Meridian Street
    Indianapolis,IN46202     		NONE PC General Operating Support 2,000
    Central Indiana Community Foundation
    615 N Alabama Street
    Indianapolis,IN46204     		NONE PC General Operating Support - Angel Investors Initiative 5,000
    Central Indiana Community Foundation
    615 N Alabama Street
    Indianapolis,IN46204     		NONE PC GENERAL OPERATING SUPPORT 3,500
    Central Indiana Community Foundation
    615 N Alabama Street
    Indianapolis,IN46204     		NONE PC Spotlight Event 5,000
    Children's TheraPlay Foundation
    9919 Towne Road
    Carmel,IN46032     		NONE PC General Operating Support 4,000
    Christel House Academy Inc
    2717 South East Street
    Indianapolis,IN46225     		NONE PC IN Fever Partnership 10,000
    Christel House International
    10 West Market Street Ste 1990
    Indianapolis,IN46204     		NONE PC General Operating Support 5,000
    Christel House International
    10 West Market Street Ste 1990
    Indianapolis,IN46204     		NONE PC General Operating Support 10,000
    Christel House International
    10 West Market Street Ste 1990
    Indianapolis,IN46204     		NONE PC General Operating Support for Christel House Mexico 1,500
    Christel House International
    10 West Market Street Ste 1990
    Indianapolis,IN46204     		NONE PC General Operating Support 5,000
    Classical Music Indy
    1630 N Meridian Street Ste 440
    Indianapolis,IN46202     		NONE PC General Operating Support 15,000
    Conner Prairie Museum Inc
    13400 Allisonville Rd
    Fishers,IN46038     		NONE PC Museum Theatre Program 25,000
    Cranberry Sunset Farm Inc
    1964 Main Street
    Marston Mills,MA02648     		NONE PC General Operating Support 1,000
    Cristo Rey Network
    11 East Adams Street Suite 800
    Chicago,IL60603     		NONE PC General Operating Support - Indy School in Honor of Sara & John Lechleiter 5,000
    Culver Educational Foundation
    1300 Academy Road
    Culver,IN46511     		NONE PC Leadership Scholarship Fund 31,600
    Dance Kaleidoscope
    4603 Clarendon Road
    Indianapolis,IN46208     		NONE PC General Operating Support - Professional Company 100,000
    Delta Waterfowl Foundation-NE Indiana
    1845 W Maumee St
    Angola,IN46703     		NONE PC General Operating Support 6,000
    Delta Waterfowl Foundation-NE Indiana
    1845 W Maumee St
    Angola,IN46703     		NONE PC Duck Day Project 6,000
    Early Music Associates
    PO Box 734
    Bloomington,IN47402     		NONE PC General Operating Support - Alchymy Viols 3,500
    Eiteljorg Museum of American Indians & Western
    500 West Washington Street
    Indianapolis,IN46204     		NONE PC Indian Market & Festival 5,000
    Exponent Philanthropy
    1720 N Street NW
    Washington,DC20036     		NONE PC Annual Support 750
    Fairbanks Hospital Inc
    8102 Clearvista Parkway
    Indianapolis,IN46256     		NONE PC Circle of Hope Dinner 5,000
    Festival Music Society of Indiana
    3646 Bay Road South Dr
    Indianapolis,IN46240     		NONE PC Free Family Concert 5,000
    Foundation for Lutheran Child & Family Services
    1525 North Ritter Avenue
    Indianapolis,IN46219     		NONE PC The Walk Challenge - In Honor of S. Schumachers 5,000
    Fractured Atlas
    248 W 35th Street
    New York,NY10001     		NONE PC General Operating Support 25,000
    Freetown Village
    PO Box 1041
    Indianapolis,IN46206     		NONE PC Summer Youth Program 2,000
    Girls Incorporated
    3935 N Meridian St
    Indianapolis,IN46208     		NONE PC General Operating Support - In Honor of Touchstone Awards Dinner 1,000
    Girls Incorporated
    3935 N Meridian St
    Indianapolis,IN46208     		NONE PC General Operating Support 1,000
    Girls Incorporated
    3935 N Meridian St
    Indianapolis,IN46208     		NONE PC General Operating Support 5,000
    Gleaners Food Bank of Indiana Inc
    3737 Waldemere Ave
    Indianapolis,IN46241     		NONE PC Summer Meals for Kids 500
    Gleaners Food Bank of Indiana Inc
    3737 Waldemere Ave
    Indianapolis,IN46241     		NONE PC General Operating Support 10,000
    Great American Songbook Foundation
    1 Center Green
    Carmel,IN46032     		NONE PC General Operating Support 10,000
    Gregory Hancock Dance Theatre
    329 Gradle Drive
    Carmel,IN46032     		NONE PC General Operating Support 40,000
    Harrison Center for the Arts
    1505 North Delaware Street
    Indianapolis,IN46202     		NONE SO I General Operating Support 50,000
    Heartland Film
    1043 Virginia Ave 2
    Indianapolis,IN46203     		NONE PC General Operating Support 35,000
    Horizon Christian Fellowship
    7702 Indian Lake Rd
    Indianapolis,IN46236     		NONE PC Discovery Program 1,500
    Iibada Dancers Inc
    609 E 29th St
    Indianapolis,IN46205     		NONE PC Summer Youth Program 3,000
    Indiana Ballet Conservatory
    849 West Carmel Drive
    Carmel,IN46032     		NONE PC General Operating Support 5,000
    Indiana Blind Children's Foundation
    7725 North College Ave
    Indianapolis,IN46240     		NONE PC No Limits Celebration & kick-Off 1,500
    Indiana Historical Society
    450 W Ohio St
    Indianapolis,IN46202     		NONE PC Living Legends Gala Event 5,000
    Indiana Historical Society
    450 W Ohio St
    Indianapolis,IN46202     		NONE PC You are There 1915: M Walker Ed Exhibit 10,000
    Indiana India Business Council
    PO Box 681343
    Indianapolis,IN46268     		NONE PC IIBC's 2nd Annual Gala 6,000
    Indiana Performing Arts Centre Inc
    401 E Michigan St
    Indianapolis,IN46204     		NONE PC Summer Youth Program 2,000
    Indiana Raptor Center
    3027 Indiana 262
    Rising Sun,IN47040     		NONE PC General Operating Support 6,000
    Indiana Repertory Theatre Inc
    140 West Washington Street
    Indianapolis,IN46204     		NONE PC General Operating Support 75,000
    Indiana State Museum Foundation
    650 West Washington Street
    Indianapolis,IN46204     		NONE PC Summer Youth Program 4,000
    Indiana University Foundation
    PO Box 1847
    Bloomington,IN47402     		NONE PC Summer Youth Program 3,500
    Indiana University Foundation
    PO Box 1847
    Bloomington,IN47402     		NONE PC Fund Cancer Research - In Memory of John Guion 3,500
    Indiana University Foundation
    PO Box 1847
    Bloomington,IN47402     		NONE PC Lilly Family School of Philanthropy 500
    Indianapolis Art Center
    820 E 67th Street
    Indianapolis,IN46220     		NONE PC Cultural Stage - Broad Ripple Arts Festival 5,000
    Indianapolis Art Center
    820 E 67th Street
    Indianapolis,IN46220     		NONE PC Summer Youth Program 3,500
    Indianapolis Ballet Inc
    502 N Capitol Avenue Ste B
    Indianapolis,IN46204     		NONE PC General Operating Support 25,000
    Indianapolis Chamber Orchestra
    4603 Clarendon Road
    Indianapolis,IN46208     		NONE PC General Operating Support 60,000
    Indianapolis Children's Choir
    4600 Sunset Avenue
    Indianapolis,IN46208     		NONE PC General Operating Support 45,000
    Indianapolis Garden Club
    PO Box 90227
    Indianapolis,IN462900227     		NONE PC Garden Walk 500
    Indianapolis Garden Club
    PO Box 90227
    Indianapolis,IN462900227     		NONE PC General Operating Support 2,500
    Indianapolis Legal Aid Society
    615 N Alabama St 122
    Indianapolis,IN46204     		NONE PC 2019 Ignite the Night Roast of Judge J. Tinder 5,000
    Indianapolis Marion County Public Library Foundati
    2450 N Meridian Street
    Indianapolis,IN46206     		NONE PC Public Art Program at Michigan Rd Branch 20,000
    Indianapolis Marion County Public Library Foundati
    2450 N Meridian Street
    Indianapolis,IN46206     		NONE PC Meet the Artist Gala 5,000
    Indianapolis Men's Chorus Inc
    PO Box 414
    Indianapolis,IN46206     		NONE PC 2019-2020 Season 2,500
    Indianapolis Museum of Art
    4000 Michigan Road
    Indianapolis,IN46208     		NONE PC General Operating Support 40,000
    Indianapolis Museum of Art
    4000 Michigan Road
    Indianapolis,IN46208     		NONE PC General Operating Support 25,000
    Indianapolis Opera Company
    4011 N Pennsylvania Street
    Indianapolis,IN46205     		NONE PC General Operating Support 25,000
    Indianapolis Shakespeare Company
    4600 Sunset Avenue
    Indianapolis,IN46208     		NONE PC General Operating Support 25,000
    Indianapolis Soap Box Derby Assoc
    2200 W 30th Street
    Indianapolis,IN46222     		NONE PC General Operating Support 1,000
    Indianapolis Symphonic Choir
    4600 Sunset Avenue
    Indianapolis,IN46208     		NONE PC General Operating Support 20,000
    Indianapolis Symphony Society
    45 Monument Circle
    Indianapolis,IN46208     		NONE PC General Operating Support 50,000
    Indianapolis Theatre Fringe Festival
    719 E St Clair Street
    Indianapolis,IN46202     		NONE PC General Operating Support 35,000
    Indianapolis Zoological Society
    PO Box 22309
    Indianapolis,IN46222     		NONE PC Support for Conservation Efforts 30,000
    Indianapolis Zoological Society
    PO Box 22309
    Indianapolis,IN46222     		NONE PC Gold Sponsor 2020 Indy Prize Gala 10,000
    Indianapolis-Liederkranz Inc
    1417 E Washington Street
    Indianapolis,IN46201     		NONE PC General Operating Support 10,000
    Indy Jazz Fest Foundation Inc
    PO Box 20857
    Indianapolis,IN46220     		NONE PC General Operating Support for Indy Jazz Fest 10,000
    IndyBaroque Music Inc
    401 E Michigan Street
    Indianapolis,IN46204     		NONE PC General Operating Support 10,000
    International Center
    One Indiana Square Suite 2000
    Indianapolis,IN46204     		NONE SO I Festival Fund 5,000
    International Center
    One Indiana Square Suite 2000
    Indianapolis,IN46204     		NONE SO I International Citizen of Year Event 5,000
    International Violin Competition of Indianapolis
    32 E Washington Street Ste 1320
    Indianapolis,IN46204     		NONE PC General Operating Support 45,000
    ISO 2020 Grant payable
    32 E Washington St Ste 600
    Indianapolis,IN46204     		NONE PC General Operating Support 74,400
    IVY Tech Foundation
    50 W Fall Creek Parkway N Dr
    Indianapolis,IN46208     		NONE PC General Operating Support - Scholarship Culinary School Trip 20,000
    Jewish Community Center of Indianapolis
    6701 Hoover Road
    Indianapolis,IN46260     		NONE PC 2019 Ann Katz Festival of Books & Arts 5,000
    Kids Dance Outreach
    456 N Meridian St 44801
    Indianapolis,IN46244     		NONE PC Summer Youth Program 5,000
    Lambda Legal Defense & Education Fund Inc
    Midwest Regional Office 105 West A
    Chicago,IL60603     		NONE PC General Operating Support 5,000
    Lifeline Humanitarian Organization
    444 N Michigan Ave Suite 1200
    Chicago,IL60611     		NONE PC General Operating Support - In Honor of Crown Princess Katherine 10,000
    Marian University
    3200 Cold Spring Rd
    Indianapolis,IN46222     		NONE PC Thrive Gala Gold Table Sponsor 7,500
    Marian University
    3200 Cold Spring Rd
    Indianapolis,IN46222     		NONE PC Founders Classic Honoring McNulty Young Family 500
    Metropolitan Opera Assoc
    Indiana University Bryan House
    Bloomington,IN47405     		NONE PC General Operating Support 3,000
    National Wild Turkey Federation
    PO Box 530
    Edgefield,SC29824     		NONE PC General Operating Support 6,000
    Ovar Coming Together
    2625 N Meridian Street Suite 108
    Indianapolis,IN46208     		NONE PC Fund Research Ovarian Cancer 2,500
    PACE Inc
    2855 North Keystone Ave Suite 170
    Indianapolis,IN46218     		NONE PC General Operating Support 25,000
    Partnerships for Lawrence
    4437 N Franklin Road
    Lawrence,IN46226     		NONE PC Summer Youth Program 5,000
    Percussive Arts Society
    110 W Washington Street Suite A
    Indianapolis,IN46204     		NONE PC 2019-2020 Rhythm! after hours performance 7,500
    Philharmonic Orchestra of Indianapolis Inc
    32 E Washington Street Ste 950
    Indianapolis,IN46204     		NONE PC Summer Youth Program 6,000
    Phoenix Theatre Inc
    749 N Park Ave
    Suite 100
    Indianapolis,IN46202     		NONE PC General Operating Support 50,000
    Planned Parenthood of Indiana and KY
    PO Box 397
    Indianapolis,IN46206     		NONE PC General Operating Support 50,000
    Play on Zionsville Inc
    PO Box 5084
    Zionsville,IN46077     		NONE PC General Operating Support - HS Orchestra 5,000
    Progress House
    201 Shelby Street
    Indianapolis,IN46202     		NONE PC Designated Grant for HVAC replacement 7,500
    RC Archdiocese of Indianapolis
    1400 North Meridian Street
    Indianapolis,IN46202     		NONE PC Save the Steeples campaign 10,000
    Restored Inc
    300 N Meridian St Ste 2700
    Suite A
    Indianapolis,IN46204     		NONE PC General Operating Support 2,500
    School on Wheels Corp
    2815 E 62nd St Ste 200
    Indianapolis,IN46220     		NONE PC Summer Youth Program 5,000
    Second Presbyterian Church
    7700 North Meridian Street
    Indianapolis,IN46260     		NONE PC General Operating Support - Music in Honor of Brianna Holt 1,500
    Spoleto Festival USA
    14 George Street PO Box 157
    Charleston,SC29402     		NONE PC General Operating Support 13,000
    St Vincent Hospital and HealthCare
    8402 Harcourt Road Ste 210
    Indianapolis,IN46240     		NONE PC General Operating Support - Healing Arts Program 10,000
    Step-Up Inc
    4755 Kingsway Drive Suite 105
    Indianapolis,IN46205     		NONE PC General Operating Support 40,000
    Storefront Theatre of Indianapolis Inc
    8555 River Road
    Indianapolis,IN46240     		NONE PC General Operating Support 5,000
    Summer Stock Stage
    PO Box 301121
    Indianapolis,IN46240     		NONE PC General Operating Support 25,000
    Summit Performance Indianapolis
    705 N Illinois St
    Indianapolis,IN46204     		NONE PC General Operating Support 2,500
    Symphonic Youth Orchestra
    4888 Auburn Ford
    Greenwood,IN46142     		NONE PC Summer Youth Program 1,500
    Teachers' Treasures Inc
    1800 E 10th Street
    Indianapolis,IN46201     		NONE PC Caring Spirit Award Event honoring Dan Elsener 1,250
    The Children's Museum of Indianapolis
    3000 N Meridian Street
    Indianapolis,IN46208     		NONE PC 2019 Lily Theater Holiday Production 25,000
    The Mind Trust
    1630 N Meridian St Ste 450
    Indianapolis,IN46202     		NONE PC General Operating Support 5,000
    The New Harmony Project
    PO Box 441062
    Indianapolis,IN46244     		NONE PC General Operating Support - Indy Play Fest 2020 5,000
    The Oaks Academy
    1301 East 16th Street
    Indianapolis,IN46202     		NONE PC General Operating Support 10,000
    The Sapphire Theatre Company
    PO Box 44122
    Indianapolis,IN46244     		NONE PC General Operating Support 5,000
    Timothy Mooney Repertory Theatre
    935 Pinetree Cir S
    Buffalo Grove,IL60089     		NONE PC General Operating Support 10,000
    United Way of Central Indiana
    3901 N Meridian St
    Indianapolis,IN46208     		NONE PC General Operating Support - Tocqueville Society 10,000
    University of Indianapolis
    1400 E Hanna Avenue
    Indianapolis,IN46227     		NONE PC General Operating Support - Indy Quartet 50,000
    Village of Merici Inc
    5707 Lawton Loop East Dr Box 22
    Indianapolis,IN46216     		NONE PC General Operating Support 10,000
    Visually Impaired Preschool Services
    1100 W 42nd Street Suite 228
    Indianapolis,IN46208     		NONE PC ReVision Art Exhibition 2,000
    Volunteers of America Indiana Inc
    912 N Delaware St
    Indianapolis,IN46202     		NONE PC General Operating Support 500
    WFYI Public Media
    1630 N Meridian Street
    Indianapolis,IN46202     		NONE PC Arts Programming Support 50,000
    Wheeler Mission Ministries
    205 East New York Street
    Indianapolis,IN46204     		NONE PC IIBC 1st Annual Gala 500
    Whitetails Unlimited
    PO Box 263
    Ashley,IN46705     		NONE PC General Operating Support 6,000
    Woodrow Wilson National Fellowship Foundation
    P O Box 5281
    Princeton,NJ085435281     		NONE PC Arthur Levine President's Fund 10,000
    Woodstock Historical Foundation
    1301 W 38th St
    Indianapolis,IN46208     		NONE PC General Operating Support 5,000
    Young Actors Theatre
    401 E Michigan Street
    Indianapolis,IN46204     		NONE PC General Operating Support 15,000
    Total .................................bullet 3a 2,248,000
    bApproved for future payment
    INDIANAPOLIS SYMPHONY ORCHESTRA
    45 MONUMENT CIRCLE
    INDIANAPOLIS,IN46208     		NONE PC 2020 OPENING GALA 75,000
    Total .................................bullet 3b 75,000
    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 ...........     		         
    4 Dividends and interest from securities....     14 769,525  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 3,854,837  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aPARTNERSHIP INCOME/LOSS     		525990 28,852 14 1,148,096  
    bOTHER INCOME/LOSS     14 1,350  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 28,852 5,773,808  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    5,802,660
    (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


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