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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
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$343,052,565
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 356,091 346,535  
4 Dividends and interest from securities... 2,590,844 2,538,329  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 9,323,225
b Gross sales price for all assets on line 6a 57,979,873
7 Capital gain net income (from Part IV, line 2)... 9,385,075
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)....... 1,512,575 1,263,936 0
12 Total. Add lines 1 through 11........ 13,782,735 13,533,875 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 788,000 161,400   626,600
14 Other employee salaries and wages...... 771,616 4,652   766,964
15 Pension plans, employee benefits....... 410,922 51,874   359,049
16a Legal fees (attach schedule)......... 31,898 4,785 0 27,113
b Accounting fees (attach schedule)....... 91,103 54,662 0 36,441
c Other professional fees (attach schedule).... 757,283 757,283 0 0
17 Interest............... 252,684 244,583    
18 Taxes (attach schedule) (see instructions)... 265,235 174,380 0 0
19 Depreciation (attach schedule) and depletion... 803,227 594,896 0
20 Occupancy.............. 161,370 24,205   137,165
21 Travel, conferences, and meetings....... 27,357 4,104   23,253
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 4,863,412 3,442,699 0 1,104,283
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 9,224,107 5,519,523 0 3,080,868
25 Contributions, gifts, grants paid....... 12,248,896 12,248,896
26 Total expenses and disbursements. Add lines 24 and 25 21,473,003 5,519,523 0 15,329,764
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -7,690,268
b Net investment income (if negative, enter -0-) 8,014,352
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 121,670 100,429 100,429
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 10,674 10,674
10a Investments—U.S. and state government obligations (attach schedule) 20,861,872 Click to see attachment22,234,905 22,234,905
b Investments—corporate stock (attach schedule)....... 7,222,457 Click to see attachment7,159,380 7,159,380
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).......... 294,124,847 Click to see attachment313,351,599 313,351,599
14 Land, buildings, and equipment: basis bullet586,370
Less: accumulated depreciation (attach schedule) bullet390,792 269,747 Click to see attachment195,578 195,578
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) 322,621,944 343,052,565 343,052,565
Liabilities 17 Accounts payable and accrued expenses..........    
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 322,621,944 343,052,565
29 Total net assets or fund balances (see instructions)..... 322,621,944 343,052,565
30 Total liabilities and net assets/fund balances (see instructions). 322,621,944 343,052,565
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
322,621,944
2
Enter amount from Part I, line 27a .....................
2
-7,690,268
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
28,120,889
4
Add lines 1, 2, and 3 ..........................
4
343,052,565
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
343,052,565
Form 990-PF (2020)
Form 990-PF (2020)
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 1,179,281     1,179,281
b 8,205,794     8,205,794
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 1,179,281
b     0 8,205,794
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 9,385,075
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 111,399
c All other domestic foundations enter 1.39% 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........................... 3 111,399
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- ..... 5 111,399
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 337,940
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.............. 7 437,940
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 10 326,541
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet326,541 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 the instructions
for the 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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 2020, 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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    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 0 870
    211 N Pennsylvania St Ste 2500
    Indianapolis,IN46204
    JEFFREY HARRISON DIRECTOR
    1.000
    0 0 0
    211 N Pennsylvania St Ste 2500
    Indianapolis,IN46204
    JONATHAN B FAIRBANKS DIRECTOR
    1.000
    0 0 631
    211 N Pennsylvania St Ste 2500
    Indianapolis,IN46204
    LEONARD J BETLEY DIRECTOR
    1.000
    0 0 184
    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
    THOMAS H RISTINE DIRECTOR
    1.000
    0 0 0
    211 N Pennsylvania St Ste 2500
    Indianapolis,IN46204
    CLAIRE FIDDIAN-GREEN CEO
    40.000
    357,110 50,581 1,716
    211 N Pennsylvania St Ste 2500
    Indianapolis,IN46204
    ELLEN QUIGLEY VP OF PROGRAMS
    40.000
    220,671 17,520 1,452
    211 N Pennsylvania St Ste 2500
    Indianapolis,IN46204
    KEVIN KESSINGER CFO
    40.000
    205,656 46,354 4,320
    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
    DAVID BEAR DIR OF COMMUN.
    40.000
    122,343 37,423 288
    211 N Pennsylvania St Ste 2500
    Indianapolis,IN46204
    EMI WHITESELL DIR of Learning/Eval
    40.000
    132,858 35,235 600
    211 N Pennsylvania St Ste 2500
    Indianapolis,IN46204
    KATHRYN NIELSEN SR PROGRAM OFFICER
    40.000
    92,652 24,189 0
    211 N Pennsylvania St Ste 2500
    Indianapolis,IN46204
    SARAH HAWKINS SR PROGRAM OFFICER
    40.000
    99,016 36,953 1,241
    211 N Pennsylvania St Ste 2500
    Indianapolis,IN46204
    SUSAN LUSE PROGRAM ADMIN
    32.000
    86,604 40,677 600
    211 N Pennsylvania St Ste 2500
    Indianapolis,IN46204
    Total number of other employees paid over $50,000...................bullet 10
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 423,207
    125 High Street
    Boston,MA021102112
    RTI INTERNATIONAL PROVIDES RESEARCH, DEVELOPMENT AND TECHNICAL SERVICES 255,788
    3040 CORNWALLIS ROAD
    RESEARCH TRIANGLE PARK,NC27709
    Education Development Center PROGRAM EVALUATION 174,150
    43 foundry Ave
    Waltham,MA02453
    VOX GLOBAL LLC COMMUNICATION SERVICES 173,987
    350 MASSACHUSETTS AVE SUITE 300
    INDIANAPOLIS,IN46204
    UNIVERSITY OF WASHINGTON GRANT AND CONTRACTING ACCOUNTING - EVALUATION GRANTS 111,178
    12455 COLLECTIONS DR
    CHICAGO,IL60693
    Total number of others receiving over $50,000 for professional services.............bullet1
    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 (2020)
    Form 990-PF (2020)
    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
    63,982,660
    b
    Average of monthly cash balances.......................
    1b
    313,978
    c
    Fair market value of all other assets (see instructions)................
    1c
    275,436,689
    d
    Total (add lines 1a, b, and c).........................
    1d
    339,733,327
    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
    339,733,327
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    5,096,000
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    334,637,327
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    16,731,866
    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
    16,731,866
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    111,399
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
    0
    c
    Add lines 2a and 2b............................
    2c
    111,399
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    16,620,467
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    16,620,467
    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
    16,620,467
    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
    15,329,764
    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
    15,329,764
    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
    15,329,764
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2019
    (c)
    2019
    (d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 16,620,467
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 8,642,753
    b Total for prior years:2018, 2017, 2016 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 0
    c From 2017...... 0
    d From 2018...... 0
    e From 2019...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 15,329,764
    a Applied to 2019, but not more than line 2a 8,642,753
    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 2020 distributable amount..... 6,687,011
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020.   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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    9,933,456
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    e Excess from 2020.... 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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 (2020)
    Form 990-PF (2020)
    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
    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 3,000
    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
    American Cabaret Theatre
    924 N Pennsylvania Street
    Indianapolis,IN46204
    NONE PC Matching Grant 1,000
    Beech Grove City Schools
    5334 Hornet Ave
    Beech Grove,IN46107
    NONE GOV Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 14,374
    Benjamin Harrison Presidential Site
    1230 N Delaware Street
    Indianapolis,IN46202
    NONE PC Matching Grant 3,000
    Bishop Chatard
    5885 Crittenden Avenue
    Indianapolis,IN46220
    NONE PC Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 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 1,000
    Brown University
    PO Box 1877
    Providence,RI02912
    NONE PC Matching Grant 250
    Butler University
    4600 Sunset Avenue
    Indianapolis,IN462083485
    NONE PC Expansion of Sciences Capital Project 1,000,000
    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 2020 Annual Membership 5,000
    Cardinal Ritter High School
    Attn Jo Hoy President 3360 West 30t
    h Street
    Indianapolis,IN46222
    NONE PC Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 38,505
    Caroline Symmes Cancer Endowment
    12441 Creekwood Lane
    Carmel,IN46032
    NONE PC Matching Grant 3,000
    Center for Leadership Development
    2425 Dr Martin Luther King Jr Stree
    t
    Indianapolis,IN46208
    NONE PC Matching Grant 30,000
    Central Indiana Corporate Partnership Foundation
    1210 Waterway Blvd Suite 5000
    Indianapolis,IN46202
    NONE SO I 2020 Annual Membership 16,500
    Central Indiana Corporate Partnership Foundation
    1210 Waterway Blvd Suite 5000
    Indianapolis,IN46202
    NONE SO I General Operating Support for BioCrossroads 750,000
    Central Indiana Corporate Partnership Foundation
    1210 Waterway Blvd Suite 5000
    Indianapolis,IN46077
    NONE SO I Marion County eLearning Network Pilot Project 500,000
    Central Indiana Land Trust
    1500 N Delaware Street
    Indianapolis,IN46202
    NONE PC Matching Grant 30,000
    Chiefs for Change
    1455 Pennsylvania Avenue NW Suite40
    0-311
    Washington,DC20004
    NONE PC Advisory support for Indiana Secretary of Education 47,200
    CMF International
    PO Box 501020 5525 E 82nd Street
    Indianapolis,IN46250
    NONE PC Matching Grant 15,000
    Cold Spring School
    3650 Cold Spring Road
    Indianapolis,IN46222
    NONE PC Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 38,150
    Compassion & Choices
    PO Box 485
    Etna,NH037500485
    NONE PC Matching Grant 300
    Crown Hill Heritage Foundation
    700 West 38th Street
    Indianapolis,IN46208
    NONE PC Family Legacy Grant designated for historic preservation and education programs 25,000
    Fresh Arts Coalition
    200 West Loop South Suite 2110 PO B
    ox 66494
    Houston,TX77027
    NONE PC Matching Grant 7,500
    Early Learning Indiana
    1776 N Meridian Street Suite A
    Indianapolis,IN46202
    NONE PC Early Childhood Education Talent Pipeline Model 319,700
    Economic Club of Indiana
    1630 N Meridian Street
    Indianapolis,IN46202
    NONE PC Sponsorship 2020-2021 8,800
    EdChoice
    111 Monument 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 Substance Use Prevention Initiative for Marion County Schools-Round 1 1,999
    Eiteljorg Museum of American Indians & Western Art
    500 W Washington Street
    Indianapolis,IN46204
    NONE PC Matching Grant 3,750
    Eskenazi Health Foundation Inc
    720 Eskenazi Avenue Fifth Third Bui
    lding
    Indianapolis,IN46202
    NONE PC Matching Grant 3,000
    Eskenazi Health Foundation Inc
    720 Eskenazi Avenue Fifth Third Bui
    lding
    Indianapolis,IN46202
    NONE PC Matching Grant 10,005
    Eskenazi Health Foundation Inc
    720 Eskenazi Avenue Fifth Third Bui
    lding
    Indianapolis,IN46202
    NONE PC Matching Grant 3,000
    Fairbanks Hospital
    8102 Clearvista Parkway
    Indianapolis,IN46256
    NONE PC Donation for Circle of Hope Dinner 300
    Footlite Musicals
    1847 N Alabama Street
    Indianapolis,IN46202
    NONE PC Matching Grant 100
    Franklin Township Community School Corporation
    6141 S Franklin Rd
    Indianapolis,IN46259
    NONE GOV Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 63,358
    Friends of Holliday Park
    6363 Spring Mill Road
    Indianapolis,IN46260
    NONE PC Matching Grant 750
    Friends of Holliday Park
    6363 Spring Mill Road
    Indianapolis,IN46260
    NONE PC Matching Grant 250
    Global Preparatory Academy
    2033 Sugar Grove Ave
    Indianapolis,IN46203
    NONE PC Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 5,196
    Gold Glove Charities Inc
    509 S 137th Street
    Bonner Springs,KS66012
    NONE PC Matching Grant 100
    Governor's Workforce Cabinet
    200 W Washington Street
    Indianapolis,IN46204
    NONE GOV Next Level Talent Campaign 295,500
    Grantmakers In Health
    1100 Connecticut Avenue NW Suite 12
    00
    Washington,DC20036
    NONE PC 2020 Annual Membership 6,000
    Greater Indianapolis Progress Committee
    200 East Washington Street City-Cou
    nty Building Suite 1901
    Indianapolis,IN46204
    NONE PC 2020 Annual Membership 2,200
    Greater Indianapolis Progress Committee
    200 East Washington Street City-Cou
    nty Building Suite 1901
    Indianapolis,IN46204
    NONE PC Indianapolis eLearning Fund 500,000
    Greater Indianapolis Progress Committee
    200 East Washington Street City-Cou
    nty Building Suite 1901
    Indianapolis,IN46204
    NONE PC Matching Grant 1,000
    Greater Lafayette Young Life
    3601 Sagamore Pkwy N Suite A
    Lafayette,IN47904
    NONE PC Matching Grant 100
    Health & Hospital Corporation of Marion County
    3838 North Rural
    Indianapolis,IN462052930
    NONE GOV Marion County Public Health Department Safe Syringe Access & Support 750,184
    Heritage Christian School
    6401 E 75th Street
    Indianapolis,IN46250
    NONE PC Refund for Prevention Matters Substance Use Prevention Initiative for Marion County Schools - Planning Grant -7,822
    Historic Landmarks Foundation of Indiana
    1201 Central Avenue
    Indianapolis,IN46202
    NONE PC Family Legacy grant designated for general operating support 50,000
    IDEA Public Schools
    2115 W Pike Blvd
    Weslaco,TX78596
    NONE PC Matching Grant 12,500
    Ignite Achievement Academy
    1002 W 25th Street
    Indianapolis,IN46208
    NONE PC Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 2 10,500
    Indiana Broadcasters Foundation Inc
    PO Box 902
    Carmel,IN46082
    NONE PC Support for Hall of Fame dinner and video 5,000
    Indiana Coalition to End Sexual Assault
    9245 N Meridian Street Suite 227
    Indianapolis,IN46260
    NONE PC Matching Grant 750
    Indiana Humanities Council
    1500 N Delaware Street
    Indianapolis,IN46202
    NONE PC Matching Grant 3,000
    Indiana Philanthropy Alliance
    32 E Washington Street Suite 1100
    Indianapolis,IN462043583
    NONE PC 2020 Annual Membership & Leadership Circle gift 18,750
    Indiana Repertory Theatre
    140 West Washington Street
    Indianapolis,IN46202
    NONE PC Matching Grant 4,500
    Indiana Repertory Theatre
    140 West Washington Street
    Indianapolis,IN46202
    NONE PC Matching Grant 900
    Indiana University Foundation
    PO Box 500
    Bloomington,IN474020500
    NONE PC Matching Grant 1,500
    Indiana University Foundation
    PO Box 500
    Bloomington,IN474020500
    NONE PC Matching Grant 1,500
    Indiana University Health Foundation
    1633 N Capitol Avenue Suite 1200
    Indianapolis,IN46202
    NONE SO I Charles Warren Fairbanks Center for Medical Ehtics 100,000
    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 Chamber of Commerce Foundation
    111 Monument Circle Suite 1950
    Indianapolis,IN46204
    NONE SO I Enterprise Efficiency Plan for Indianapolis Public Schools 250,000
    Indianapolis Public Schools
    120 East Walnut
    Indianapolis,IN46204
    NONE GOV Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 445,563
    Indianapolis Zoological Society Inc
    1200 West Washington Street POBox 2
    2309
    Indianapolis,IN462220309
    NONE PC General Operating Support designated for Indianapolis Zoo Gardens 100,000
    Institute for Quality Education
    100 West Ohio Street Suite 700
    Indianapolis,IN46204
    NONE PC Indiana Charter Facility Index Report 20,000
    Ivy Tech Community College
    50 West Fall Creek Parkway North Dr
    ive
    Indianapolis,IN462085752
    NONE GOV Career Coaching and Employer Connections Initiative in Marion County 543,000
    Joy's House
    2028 E Broad Ripple Avenue
    Indianapolis,IN46220
    NONE PC Matching Grant 1,500
    KIPP Indy Public Schools
    1740 E 30th St
    Indianapolis,IN46218
    NONE PC Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 58,000
    Leelanau Conservancy
    PO Box 1007
    Leland,MI49654
    NONE PC Matching Grant 7,500
    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 300,000
    Marian University
    3200 Cold Spring Road
    Indianapolis,IN462221997
    NONE PC Matching Grant 15,000
    Matchbook Learning Schools of Indiana
    1163 N Belmont Avenue
    Indianapolis,IN46222
    NONE PC Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 60,436
    MSD of Warren Township
    975 N Post Road
    Indianapolis,IN46219
    NONE GOV Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 2 5,000
    MSD of Decatur Township
    5251 Kentucky Ave
    Indianapolis,IN46221
    NONE GOV Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 88,220
    MSD of Lawrence Township
    6501 Sunnyside Rd
    Indianapolis,IN46236
    NONE GOV Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 210,221
    MSD of Washington Township
    8550 Woodfield Crossing Blvd
    Indianapolis,IN46240
    NONE GOV Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 2 146,690
    MSD of Wayne Township
    1220 S High School Rd
    Indianapolis,IN46241
    NONE GOV Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 90,749
    Multiplying Good Inc
    15 W 28th Street Suite 1210
    New York,NY10018
    NONE PC Matching Grant 4,500
    NAACP Legal Defense Fund
    40 Rector Street 5th Floor
    New York,NY10006
    NONE PC Matching Grant 100
    New Hampshire Charitable Foundation
    37 Pleasant Street
    Concord,NH03301
    NONE PC 2020 Annual Membership for National Substance Use Disorder Funders Forum 5,000
    Newfields
    4000 Michigan Road
    Indianapolis,IN462083326
    NONE PC Matching Grant 7,500
    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 1,000,000
    Old School Square Center for the Arts
    51 N Swinton Avenue
    Delray Beach,FL33444
    NONE PC Matching Grant 3,000
    Orchard School Foundation
    615 West 64th Street
    Indianapolis,IN46260
    NONE PC Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 47,500
    Park Tudor Foundation
    7200 N College Ave
    Indianapolis,IN46240
    NONE PC Matching Grant 500
    Perry Township Schools
    6548 Orinoco Avenue
    Indianapolis,IN46227
    NONE GOV Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 142,205
    Philanthropy Roundtable
    1120 20th Street NW Suite 550 South
    Washington,DC20036
    NONE PC 2020 Annual Membership 9,000
    Phoenix Theatre
    705 N Illinois St
    Indianapolis,IN46204
    NONE PC Matching Grant 750
    Pike Township Educational Foundation
    5353 W 71st Street
    Indianapolis,IN46268
    NONE PC Matching Grant 100
    Plainfield Christian Church
    800 Dan Jones Road
    Plainfield,IN46168
    NONE PC Matching Grant 5,800
    Project Transformation Indiana
    5500 N Meridian Street
    Indianapolis,IN46208
    NONE PC Matching Grant 250
    Purdue Polytechnic High School
    49 W Maryland Street Space H10B
    Indianapolis,IN46204
    NONE PC Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 40,590
    Purdue Research Foundation
    1281 Win Hentschel Blvd Suite 2500
    West Lafayette,IN47906
    NONE PC Matching Grant 100
    Redeemer Presbyterian Church
    1505 N Delaware Street Suite 200
    Indianapolis,IN46202
    NONE PC Matching Grant 650
    Roncalli High School
    3300 Prague Road
    Indianapolis,IN46227
    NONE PC Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 31,047
    Rose-Hulman Institute of Technology
    5500 Wabash Ave
    Terre Haute,IN47803
    NONE PC Matching Grant 30,000
    Saint Joan of Arc Catholic Church
    4217 N Central Avenue
    Indianapolis,IN46205
    NONE PC Matching Grant 600
    Saint Joan of Arc Catholic Church
    4217 N Central Avenue
    Indianapolis,IN46205
    NONE PC Matching Grant 250
    Scecina Memorial High School
    5000 Nowland Ave
    Indianapolis,IN46201
    NONE PC Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 28,232
    Second Presbyterian Church
    7700 N Meridian Street
    Indianapolis,IN46260
    NONE PC Matching Grant 2,250
    Second Presbyterian Church
    7700 N Meridian Street
    Indianapolis,IN46260
    NONE PC Matching Grant 3,600
    Second Presbyterian Church
    7700 N Meridian Street
    Indianapolis,IN46260
    NONE PC Matching Grant 3,600
    Shepherd Community
    4107 E Washington St
    Indianapolis,IN46201
    NONE PC Shepherd Community School for Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 41,677
    Southeast Community Services
    901 Shelby Street
    Indianapolis,IN46203
    NONE PC Matching Grant 725
    St Andrews School DE Inc
    350 Noxontown Road
    Middletown,DE19709
    NONE PC Matching Grant 2,500
    St Lukes United Methodist Church
    100 W 86th Street
    Indianapolis,IN46260
    NONE PC Matching Grant 1,000
    St Vincent Hospital Foundation
    8402 Harcourt Road Suite 210
    Indianapolis,IN46260
    NONE SO I Family Legacy grant designated for physician's medical education program 100,000
    Summer Stock Stage
    P O Box 55012
    Indianapolis,IN46205
    NONE PC Matching Grant 4,500
    Teach for America
    1314 N Meridian Street
    Indianapolis,IN46202
    NONE PC General Operating Support for Teach for America Indianapolis 500,000
    TeenWorks
    2820 N Meridian Street Suite 1250
    Indianapolis,IN46208
    NONE PC Matching Grant 600
    The Arc of Indiana Foundation
    143 W Market Street Suite 200
    Indianapolis,IN46204
    NONE SO I Matching Grant 750
    The Bail Project
    PO Box 750
    Venice,CA90294
    NONE PC Matching Grant 300
    The Bail Project
    PO Box 750
    Venice,CA90294
    NONE PC Matching Grant 100
    The Independence Academy
    4701 N Central Ave
    Indianapolis,IN46205
    NONE PC Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 6,470
    The Mind Trust
    1630 N Meridian Street Suite 450
    Indianapolis,IN46202
    NONE SO I General Operating Support 400,000
    The Mind Trust
    1630 N Meridian Street Suite 450
    Indianapolis,IN46202
    NONE SO I Pilot to improve math instruction in Marion County in partnership with Instruction Partners 292,500
    The Mind Trust
    1630 N Meridian Street Suite 450
    Indianapolis,IN46202
    NONE SO I Relay Graduate School of Education National Principals Academy Fellowship 330,000
    Thomas Gregg Neighborhood School
    2302 E Michigan St
    Indianapolis,IN46201
    NONE PC Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 72,500
    Traders Point Christian Church
    6590 S Indianapolis Road
    Whitestown,IN46075
    NONE PC Matching Grant 600
    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 250
    Unite Here Education and Support Fund
    275 7th Avenue 16th Floor
    New York,NY10001
    NONE PC Matching Grant 600
    United Way of Central Indiana
    2955 N Meridian Street Suite 300
    Indianapolis,IN46208
    NONE PC Annual Campaign Contribution 200,000
    United Way of Central Indiana
    2955 N Meridian Street Suite 300
    Indianapolis,IN46208
    NONE PC 2020 COVID-19 Community Economic Relief Fund (C-CERF) 500,000
    United Way of Central Indiana
    2955 N Meridian Street Suite 300
    Indianapolis,IN46208
    NONE PC Matching Grant 500
    United Way of Central Indiana
    2955 N Meridian Street Suite 300
    Indianapolis,IN46208
    NONE PC Matching Grant 1,560
    United Way of Central Indiana
    2955 N Meridian Street Suite 300
    Indianapolis,IN46208
    NONE PC Matching Grant 5,976
    United Way of Monroe County
    431 S College Avenue
    Bloomington,IN47403
    NONE PC Matching Grant 6,000
    University High School of Indiana
    2825 West 116th Street
    Carmel,IN46032
    NONE PC Financial and Development Consultants 210,870
    University of Texas Foundation
    PO Box 250
    Austin,TX787670250
    NONE PC Matching Grant 7,500
    Urban ACT Academy
    1250 E Market Street
    Indianapolis,IN46202
    NONE PC Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 2 63,528
    Victory College Prep
    1780 Sloan Ave
    Indianapolis,IN46203
    NONE PC Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 9,859
    Wabash College
    PO Box 352
    Crawfordsville,IN479330352
    NONE PC Matching Grant 1,500
    Wabash College
    PO Box 352
    Crawfordsville,IN479330352
    NONE PC Matching Grant 1,500
    Warm Heart Warm Home Foundation
    2020 N Meridian Street
    Indianapolis,IN46202
    NONE SO I Matching Grant 3,000
    We The Protestors - Campaign Zero
    10 Liberty Street Apt 38D
    New York,NY10005
    NONE SO I Matching Grant 100
    Wellness Council of Indiana
    115 W Washington St Suite 850S
    Indianapolis,IN46204
    NONE PC 2020 Indiana Opioid Summit Sponsorship 7,500
    WFYI
    1630 N Meridian Street
    Indianapolis,IN462021429
    NONE PC Support to increase public health journalism (2019-2020) 300,000
    WFYI
    1630 N Meridian Street
    Indianapolis,IN462021429
    NONE PC Support to increase public health and education journalism (2021-2023) 100,000
    WFYI
    1630 N Meridian Street
    Indianapolis,IN462021429
    NONE PC Matching Grant 3,750
    Woodstock Historical Foundation
    1301 West 38th Street
    Indianapolis,IN46208
    NONE PC Matching Grant 500
    World Central Kitchen
    1342 Florida Ave NW
    Washington,DC20009
    NONE PC Matching Grant 105
    Young Life of Noblesville
    136 S 9th Street Suite 28
    Noblesville,IN46060
    NONE PC Matching Grant 9,000
    Total .................................bullet 3a 12,248,897
    bApproved for future payment
    Beech Grove City Schools
    5334 Hornet Ave
    Beech Grove,IN46107
    NONE GOV Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 39,415
    Butler University
    4600 Sunset Avenue
    Indianapolis,IN462083485
    NONE PC Expansion of Sciences Capital Project 4,000,000
    Cathedral High School
    5335 East 56th Street
    Indianapolis,IN46226
    NONE PC Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 23,350
    Central Indiana Corporate Partnership Foundation
    111 Monument Circle Suite 1800
    Indianapolis,IN46204
    NONE SO I Youth Apprenticeship Marion County Pilot and Statewide Community of Practice 1,000,000
    Central Indiana Corporate Partnership Foundation
    1210 Waterway Blvd Suite 5000
    Indianapolis,IN46202
    NONE SO I General Operating Support for BioCrossroads 1,350,000
    Chalkbeat Indiana
    1239 Broadway Suite 703 B
    New York,NY10001
    NONE PC General Operating Support 100,000
    EdChoice
    111 Monument Circle Suite 2650
    Indianapolis,IN46204
    NONE PC General Operating Support for Model State Initiative 400,000
    Health & Hospital Corporation of Marion County
    3838 North Rural
    Indianapolis,IN462052930
    NONE GOV Marion County Public Health Department Safe Syringe Access & Support 182,962
    Indiana Broadcasters Foundation
    PO Box 902
    Carmel,IN46082
    NONE PC Support for Hall of Fame dinner and video 10,000
    Indianapolis Public Schools
    120 East Walnut
    Indianapolis,IN46204
    NONE GOV Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 230,220
    Institute for Quality Education
    100 West Ohio Street Suite 700
    Indianapolis,IN46204
    NONE PC General Operating Support 400,000
    Ivy Tech Community College
    50 West Fall Creek Parkway North Dr
    ive
    Indianapolis,IN462085752
    NONE GOV Career Coaching and Employer Connections Initiative in Marion County 549,860
    Marian University
    3200 Cold Spring Road
    Indianapolis,IN462221997
    NONE PC Support for Implementation of Fred S. Klipsch Educators College 200,000
    MSD of Washington Township
    8550 Woodfield Crossing Blvd
    Indianapolis,IN46240
    NONE GOV Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 2 146,690
    MSD of Wayne Township
    1220 S High School Rd
    Indianapolis,IN46241
    NONE GOV Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 259,651
    Newfields
    4000 Michigan Road
    Indianapolis,IN462083326
    NONE PC Virginia B. Fairbanks Art & Nature Park 7,000,000
    Purdue Polytechnic High School
    49 W Maryland Street Space H10B
    Indianapolis,IN46204
    NONE PC Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 96,355
    Roncalli High School
    Attn Chuck Weisenbach Principal 330
    0 Prague Road
    Indianapolis,IN46227
    NONE PC Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 39,298
    The Mind Trust
    1630 N Meridian Street Suite 450
    Indianapolis,IN46202
    NONE SO I General Operating Support 2,000,000
    The Mind Trust
    1630 N Meridian Street Suite 450
    Indianapolis,IN46202
    NONE SO I Relay Graduate School of Education National Principals Academy Fellowship 660,000
    The Mind Trust
    1630 N Meridian Street Suite 450
    Indianapolis,IN46202
    NONE SO I Pilot to improve math instruction in Marion County in partnership with Instruction Partners 1,202,500
    University High School
    2825 West 116th Street
    Carmel,IN46032
    NONE PC Financial and Development Consultants 39,130
    Urban ACT Academy
    1250 E Market Street
    Indianapolis,IN46202
    NONE PC Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 2 74,361
    WFYI
    1630 N Meridian Street
    Indianapolis,IN462021429
    NONE PC Support to increase public health and education journalism (2021-2023) 1,400,000
    Total .................................bullet 3b 21,403,792
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 ...........
        14 356,091  
    4 Dividends and interest from securities.... 523000 52,515 14 2,538,329  
    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 -61,850 18 9,385,075  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER INCOME
    523000 248,640 14 1,263,936  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 239,305 13,543,431 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    13,782,736
    (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 (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    Additional Data


    Software ID: 20011424
    Software Version: 2020v4.0


    Form 990PF - Special Condition Description:
    Special Condition Description

    Form 990PF Part XV Line 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
    A Children's Habitat801 W 73rd Street
    Indianapolis,IN46260
    NONE PC Matching Grant 250
    ACLU of Indiana Foundation1031 E Washington Street
    Indianapolis,IN46202
    NONE PC Matching Grant 3,000
    American Cabaret Theatre924 N Pennsylvania Street
    Indianapolis,IN46204
    NONE PC Matching Grant 1,000
    American Cabaret Theatre924 N Pennsylvania Street
    Indianapolis,IN46204
    NONE PC Matching Grant 1,000
    American Cabaret Theatre924 N Pennsylvania Street
    Indianapolis,IN46204
    NONE PC Matching Grant 1,000
    Beech Grove City Schools5334 Hornet Ave
    Beech Grove,IN46107
    NONE GOV Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 14,374
    Benjamin Harrison Presidential Site1230 N Delaware Street
    Indianapolis,IN46202
    NONE PC Matching Grant 3,000
    Bishop Chatard5885 Crittenden Avenue
    Indianapolis,IN46220
    NONE PC Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 32,390
    Booth Tarkington Civic Theatre3 Center Green Suite 300
    Carmel,IN46032
    NONE PC Matching Grant 7,500
    Brebeuf Jesuit Preparatory School2801 W 86th Street
    Indianapolis,IN46268
    NONE PC Matching Grant 1,000
    Brown UniversityPO Box 1877
    Providence,RI02912
    NONE PC Matching Grant 250
    Butler University4600 Sunset Avenue
    Indianapolis,IN462083485
    NONE PC Expansion of Sciences Capital Project 1,000,000
    Campus Crusade for Christ Inc100 Lake Hart Drive 2400
    Orlando,FL32832
    NONE PC Matching Grant 600
    Candid4801 Courthouse Street Suite 220
    Williamsburg,VA23188
    NONE PC 2020 Annual Membership 5,000
    Cardinal Ritter High SchoolAttn Jo Hoy President 3360 West 30t
    h Street
    Indianapolis,IN46222
    NONE PC Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 38,505
    Caroline Symmes Cancer Endowment12441 Creekwood Lane
    Carmel,IN46032
    NONE PC Matching Grant 3,000
    Center for Leadership Development2425 Dr Martin Luther King Jr Stree
    t
    Indianapolis,IN46208
    NONE PC Matching Grant 30,000
    Central Indiana Corporate Partnership Foundation1210 Waterway Blvd Suite 5000
    Indianapolis,IN46202
    NONE SO I 2020 Annual Membership 16,500
    Central Indiana Corporate Partnership Foundation1210 Waterway Blvd Suite 5000
    Indianapolis,IN46202
    NONE SO I General Operating Support for BioCrossroads 750,000
    Central Indiana Corporate Partnership Foundation1210 Waterway Blvd Suite 5000
    Indianapolis,IN46077
    NONE SO I Marion County eLearning Network Pilot Project 500,000
    Central Indiana Land Trust1500 N Delaware Street
    Indianapolis,IN46202
    NONE PC Matching Grant 30,000
    Chiefs for Change1455 Pennsylvania Avenue NW Suite40
    0-311
    Washington,DC20004
    NONE PC Advisory support for Indiana Secretary of Education 47,200
    CMF InternationalPO Box 501020 5525 E 82nd Street
    Indianapolis,IN46250
    NONE PC Matching Grant 15,000
    Cold Spring School3650 Cold Spring Road
    Indianapolis,IN46222
    NONE PC Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 38,150
    Compassion & ChoicesPO Box 485
    Etna,NH037500485
    NONE PC Matching Grant 300
    Crown Hill Heritage Foundation700 West 38th Street
    Indianapolis,IN46208
    NONE PC Family Legacy Grant designated for historic preservation and education programs 25,000
    Fresh Arts Coalition200 West Loop South Suite 2110 PO B
    ox 66494
    Houston,TX77027
    NONE PC Matching Grant 7,500
    Early Learning Indiana1776 N Meridian Street Suite A
    Indianapolis,IN46202
    NONE PC Early Childhood Education Talent Pipeline Model 319,700
    Economic Club of Indiana1630 N Meridian Street
    Indianapolis,IN46202
    NONE PC Sponsorship 2020-2021 8,800
    EdChoice111 Monument Circle Suite 2650
    Indianapolis,IN46204
    NONE PC General Operating Support for Model State Initiative 200,000
    Edison School of the Arts777 S White River Parkway W Dr
    Indianapolis,IN46221
    NONE PC Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 1,999
    Eiteljorg Museum of American Indians & Western Art500 W Washington Street
    Indianapolis,IN46204
    NONE PC Matching Grant 3,750
    Eskenazi Health Foundation Inc720 Eskenazi Avenue Fifth Third Bui
    lding
    Indianapolis,IN46202
    NONE PC Matching Grant 3,000
    Eskenazi Health Foundation Inc720 Eskenazi Avenue Fifth Third Bui
    lding
    Indianapolis,IN46202
    NONE PC Matching Grant 10,005
    Eskenazi Health Foundation Inc720 Eskenazi Avenue Fifth Third Bui
    lding
    Indianapolis,IN46202
    NONE PC Matching Grant 3,000
    Fairbanks Hospital8102 Clearvista Parkway
    Indianapolis,IN46256
    NONE PC Donation for Circle of Hope Dinner 300
    Footlite Musicals1847 N Alabama Street
    Indianapolis,IN46202
    NONE PC Matching Grant 100
    Franklin Township Community School Corporation6141 S Franklin Rd
    Indianapolis,IN46259
    NONE GOV Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 63,358
    Friends of Holliday Park6363 Spring Mill Road
    Indianapolis,IN46260
    NONE PC Matching Grant 750
    Friends of Holliday Park6363 Spring Mill Road
    Indianapolis,IN46260
    NONE PC Matching Grant 250
    Global Preparatory Academy2033 Sugar Grove Ave
    Indianapolis,IN46203
    NONE PC Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 5,196
    Gold Glove Charities Inc509 S 137th Street
    Bonner Springs,KS66012
    NONE PC Matching Grant 100
    Governor's Workforce Cabinet200 W Washington Street
    Indianapolis,IN46204
    NONE GOV Next Level Talent Campaign 295,500
    Grantmakers In Health1100 Connecticut Avenue NW Suite 12
    00
    Washington,DC20036
    NONE PC 2020 Annual Membership 6,000
    Greater Indianapolis Progress Committee200 East Washington Street City-Cou
    nty Building Suite 1901
    Indianapolis,IN46204
    NONE PC 2020 Annual Membership 2,200
    Greater Indianapolis Progress Committee200 East Washington Street City-Cou
    nty Building Suite 1901
    Indianapolis,IN46204
    NONE PC Indianapolis eLearning Fund 500,000
    Greater Indianapolis Progress Committee200 East Washington Street City-Cou
    nty Building Suite 1901
    Indianapolis,IN46204
    NONE PC Matching Grant 1,000
    Greater Lafayette Young Life3601 Sagamore Pkwy N Suite A
    Lafayette,IN47904
    NONE PC Matching Grant 100
    Health & Hospital Corporation of Marion County3838 North Rural
    Indianapolis,IN462052930
    NONE GOV Marion County Public Health Department Safe Syringe Access & Support 750,184
    Heritage Christian School6401 E 75th Street
    Indianapolis,IN46250
    NONE PC Refund for Prevention Matters Substance Use Prevention Initiative for Marion County Schools - Planning Grant -7,822
    Historic Landmarks Foundation of Indiana1201 Central Avenue
    Indianapolis,IN46202
    NONE PC Family Legacy grant designated for general operating support 50,000
    IDEA Public Schools2115 W Pike Blvd
    Weslaco,TX78596
    NONE PC Matching Grant 12,500
    Ignite Achievement Academy1002 W 25th Street
    Indianapolis,IN46208
    NONE PC Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 2 10,500
    Indiana Broadcasters Foundation IncPO Box 902
    Carmel,IN46082
    NONE PC Support for Hall of Fame dinner and video 5,000
    Indiana Coalition to End Sexual Assault9245 N Meridian Street Suite 227
    Indianapolis,IN46260
    NONE PC Matching Grant 750
    Indiana Humanities Council1500 N Delaware Street
    Indianapolis,IN46202
    NONE PC Matching Grant 3,000
    Indiana Philanthropy Alliance32 E Washington Street Suite 1100
    Indianapolis,IN462043583
    NONE PC 2020 Annual Membership & Leadership Circle gift 18,750
    Indiana Repertory Theatre140 West Washington Street
    Indianapolis,IN46202
    NONE PC Matching Grant 4,500
    Indiana Repertory Theatre140 West Washington Street
    Indianapolis,IN46202
    NONE PC Matching Grant 900
    Indiana University FoundationPO Box 500
    Bloomington,IN474020500
    NONE PC Matching Grant 1,500
    Indiana University FoundationPO Box 500
    Bloomington,IN474020500
    NONE PC Matching Grant 1,500
    Indiana University Health Foundation1633 N Capitol Avenue Suite 1200
    Indianapolis,IN46202
    NONE SO I Charles Warren Fairbanks Center for Medical Ehtics 100,000
    Indiana University Health Foundation1633 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 Chamber of Commerce Foundation111 Monument Circle Suite 1950
    Indianapolis,IN46204
    NONE SO I Enterprise Efficiency Plan for Indianapolis Public Schools 250,000
    Indianapolis Public Schools120 East Walnut
    Indianapolis,IN46204
    NONE GOV Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 445,563
    Indianapolis Zoological Society Inc1200 West Washington Street POBox 2
    2309
    Indianapolis,IN462220309
    NONE PC General Operating Support designated for Indianapolis Zoo Gardens 100,000
    Institute for Quality Education100 West Ohio Street Suite 700
    Indianapolis,IN46204
    NONE PC Indiana Charter Facility Index Report 20,000
    Ivy Tech Community College50 West Fall Creek Parkway North Dr
    ive
    Indianapolis,IN462085752
    NONE GOV Career Coaching and Employer Connections Initiative in Marion County 543,000
    Joy's House2028 E Broad Ripple Avenue
    Indianapolis,IN46220
    NONE PC Matching Grant 1,500
    KIPP Indy Public Schools1740 E 30th St
    Indianapolis,IN46218
    NONE PC Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 58,000
    Leelanau ConservancyPO Box 1007
    Leland,MI49654
    NONE PC Matching Grant 7,500
    Lyn House IncPO Box 11255
    Indianapolis,IN46201
    NONE PC Matching Grant 600
    Marian University3200 Cold Spring Road
    Indianapolis,IN462221997
    NONE PC Support for Implementation of Fred S. Klipsch Educators College 300,000
    Marian University3200 Cold Spring Road
    Indianapolis,IN462221997
    NONE PC Matching Grant 15,000
    Matchbook Learning Schools of Indiana1163 N Belmont Avenue
    Indianapolis,IN46222
    NONE PC Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 60,436
    MSD of Warren Township975 N Post Road
    Indianapolis,IN46219
    NONE GOV Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 2 5,000
    MSD of Decatur Township5251 Kentucky Ave
    Indianapolis,IN46221
    NONE GOV Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 88,220
    MSD of Lawrence Township6501 Sunnyside Rd
    Indianapolis,IN46236
    NONE GOV Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 210,221
    MSD of Washington Township8550 Woodfield Crossing Blvd
    Indianapolis,IN46240
    NONE GOV Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 2 146,690
    MSD of Wayne Township1220 S High School Rd
    Indianapolis,IN46241
    NONE GOV Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 90,749
    Multiplying Good Inc15 W 28th Street Suite 1210
    New York,NY10018
    NONE PC Matching Grant 4,500
    NAACP Legal Defense Fund40 Rector Street 5th Floor
    New York,NY10006
    NONE PC Matching Grant 100
    New Hampshire Charitable Foundation37 Pleasant Street
    Concord,NH03301
    NONE PC 2020 Annual Membership for National Substance Use Disorder Funders Forum 5,000
    Newfields4000 Michigan Road
    Indianapolis,IN462083326
    NONE PC Matching Grant 7,500
    Newfields4000 Michigan Road
    Indianapolis,IN462083326
    NONE PC Matching Grant 4,500
    Newfields4000 Michigan Road
    Indianapolis,IN462083326
    NONE PC Virginia B. Fairbanks Art & Nature Park 1,000,000
    Old School Square Center for the Arts51 N Swinton Avenue
    Delray Beach,FL33444
    NONE PC Matching Grant 3,000
    Orchard School Foundation615 West 64th Street
    Indianapolis,IN46260
    NONE PC Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 47,500
    Park Tudor Foundation7200 N College Ave
    Indianapolis,IN46240
    NONE PC Matching Grant 500
    Perry Township Schools6548 Orinoco Avenue
    Indianapolis,IN46227
    NONE GOV Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 142,205
    Philanthropy Roundtable1120 20th Street NW Suite 550 South
    Washington,DC20036
    NONE PC 2020 Annual Membership 9,000
    Phoenix Theatre705 N Illinois St
    Indianapolis,IN46204
    NONE PC Matching Grant 750
    Pike Township Educational Foundation5353 W 71st Street
    Indianapolis,IN46268
    NONE PC Matching Grant 100
    Plainfield Christian Church800 Dan Jones Road
    Plainfield,IN46168
    NONE PC Matching Grant 5,800
    Project Transformation Indiana5500 N Meridian Street
    Indianapolis,IN46208
    NONE PC Matching Grant 250
    Purdue Polytechnic High School49 W Maryland Street Space H10B
    Indianapolis,IN46204
    NONE PC Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 40,590
    Purdue Research Foundation1281 Win Hentschel Blvd Suite 2500
    West Lafayette,IN47906
    NONE PC Matching Grant 100
    Redeemer Presbyterian Church1505 N Delaware Street Suite 200
    Indianapolis,IN46202
    NONE PC Matching Grant 650
    Roncalli High School3300 Prague Road
    Indianapolis,IN46227
    NONE PC Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 31,047
    Rose-Hulman Institute of Technology5500 Wabash Ave
    Terre Haute,IN47803
    NONE PC Matching Grant 30,000
    Saint Joan of Arc Catholic Church4217 N Central Avenue
    Indianapolis,IN46205
    NONE PC Matching Grant 600
    Saint Joan of Arc Catholic Church4217 N Central Avenue
    Indianapolis,IN46205
    NONE PC Matching Grant 250
    Scecina Memorial High School5000 Nowland Ave
    Indianapolis,IN46201
    NONE PC Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 28,232
    Second Presbyterian Church7700 N Meridian Street
    Indianapolis,IN46260
    NONE PC Matching Grant 2,250
    Second Presbyterian Church7700 N Meridian Street
    Indianapolis,IN46260
    NONE PC Matching Grant 3,600
    Second Presbyterian Church7700 N Meridian Street
    Indianapolis,IN46260
    NONE PC Matching Grant 3,600
    Shepherd Community4107 E Washington St
    Indianapolis,IN46201
    NONE PC Shepherd Community School for Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 41,677
    Southeast Community Services901 Shelby Street
    Indianapolis,IN46203
    NONE PC Matching Grant 725
    St Andrews School DE Inc350 Noxontown Road
    Middletown,DE19709
    NONE PC Matching Grant 2,500
    St Lukes United Methodist Church100 W 86th Street
    Indianapolis,IN46260
    NONE PC Matching Grant 1,000
    St Vincent Hospital Foundation8402 Harcourt Road Suite 210
    Indianapolis,IN46260
    NONE SO I Family Legacy grant designated for physician's medical education program 100,000
    Summer Stock StageP O Box 55012
    Indianapolis,IN46205
    NONE PC Matching Grant 4,500
    Teach for America1314 N Meridian Street
    Indianapolis,IN46202
    NONE PC General Operating Support for Teach for America Indianapolis 500,000
    TeenWorks2820 N Meridian Street Suite 1250
    Indianapolis,IN46208
    NONE PC Matching Grant 600
    The Arc of Indiana Foundation143 W Market Street Suite 200
    Indianapolis,IN46204
    NONE SO I Matching Grant 750
    The Bail ProjectPO Box 750
    Venice,CA90294
    NONE PC Matching Grant 300
    The Bail ProjectPO Box 750
    Venice,CA90294
    NONE PC Matching Grant 100
    The Independence Academy4701 N Central Ave
    Indianapolis,IN46205
    NONE PC Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 6,470
    The Mind Trust1630 N Meridian Street Suite 450
    Indianapolis,IN46202
    NONE SO I General Operating Support 400,000
    The Mind Trust1630 N Meridian Street Suite 450
    Indianapolis,IN46202
    NONE SO I Pilot to improve math instruction in Marion County in partnership with Instruction Partners 292,500
    The Mind Trust1630 N Meridian Street Suite 450
    Indianapolis,IN46202
    NONE SO I Relay Graduate School of Education National Principals Academy Fellowship 330,000
    Thomas Gregg Neighborhood School2302 E Michigan St
    Indianapolis,IN46201
    NONE PC Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 72,500
    Traders Point Christian Church6590 S Indianapolis Road
    Whitestown,IN46075
    NONE PC Matching Grant 600
    Traders Point Christian Schools6600 Indianapolis Road
    Whitestown,IN46075
    NONE PC Matching Grant 5,000
    Trinity Haven3561 N Pennsylvania Street
    Indianapolis,IN46205
    NONE PC Matching Grant 250
    Unite Here Education and Support Fund275 7th Avenue 16th Floor
    New York,NY10001
    NONE PC Matching Grant 600
    United Way of Central Indiana2955 N Meridian Street Suite 300
    Indianapolis,IN46208
    NONE PC Annual Campaign Contribution 200,000
    United Way of Central Indiana2955 N Meridian Street Suite 300
    Indianapolis,IN46208
    NONE PC 2020 COVID-19 Community Economic Relief Fund (C-CERF) 500,000
    United Way of Central Indiana2955 N Meridian Street Suite 300
    Indianapolis,IN46208
    NONE PC Matching Grant 500
    United Way of Central Indiana2955 N Meridian Street Suite 300
    Indianapolis,IN46208
    NONE PC Matching Grant 1,560
    United Way of Central Indiana2955 N Meridian Street Suite 300
    Indianapolis,IN46208
    NONE PC Matching Grant 5,976
    United Way of Monroe County431 S College Avenue
    Bloomington,IN47403
    NONE PC Matching Grant 6,000
    University High School of Indiana2825 West 116th Street
    Carmel,IN46032
    NONE PC Financial and Development Consultants 210,870
    University of Texas FoundationPO Box 250
    Austin,TX787670250
    NONE PC Matching Grant 7,500
    Urban ACT Academy1250 E Market Street
    Indianapolis,IN46202
    NONE PC Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 2 63,528
    Victory College Prep1780 Sloan Ave
    Indianapolis,IN46203
    NONE PC Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 9,859
    Wabash CollegePO Box 352
    Crawfordsville,IN479330352
    NONE PC Matching Grant 1,500
    Wabash CollegePO Box 352
    Crawfordsville,IN479330352
    NONE PC Matching Grant 1,500
    Warm Heart Warm Home Foundation2020 N Meridian Street
    Indianapolis,IN46202
    NONE SO I Matching Grant 3,000
    We The Protestors - Campaign Zero10 Liberty Street Apt 38D
    New York,NY10005
    NONE SO I Matching Grant 100
    Wellness Council of Indiana115 W Washington St Suite 850S
    Indianapolis,IN46204
    NONE PC 2020 Indiana Opioid Summit Sponsorship 7,500
    WFYI1630 N Meridian Street
    Indianapolis,IN462021429
    NONE PC Support to increase public health journalism (2019-2020) 300,000
    WFYI1630 N Meridian Street
    Indianapolis,IN462021429
    NONE PC Support to increase public health and education journalism (2021-2023) 100,000
    WFYI1630 N Meridian Street
    Indianapolis,IN462021429
    NONE PC Matching Grant 3,750
    Woodstock Historical Foundation1301 West 38th Street
    Indianapolis,IN46208
    NONE PC Matching Grant 500
    World Central Kitchen1342 Florida Ave NW
    Washington,DC20009
    NONE PC Matching Grant 105
    Young Life of Noblesville136 S 9th Street Suite 28
    Noblesville,IN46060
    NONE PC Matching Grant 9,000
    Total ...............................bullet 3a 12,248,897
    bApproved for future payment
    Beech Grove City Schools5334 Hornet Ave
    Beech Grove,IN46107
    NONE GOV Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 39,415
    Butler University4600 Sunset Avenue
    Indianapolis,IN462083485
    NONE PC Expansion of Sciences Capital Project 4,000,000
    Cathedral High School5335 East 56th Street
    Indianapolis,IN46226
    NONE PC Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 23,350
    Central Indiana Corporate Partnership Foundation111 Monument Circle Suite 1800
    Indianapolis,IN46204
    NONE SO I Youth Apprenticeship Marion County Pilot and Statewide Community of Practice 1,000,000
    Central Indiana Corporate Partnership Foundation1210 Waterway Blvd Suite 5000
    Indianapolis,IN46202
    NONE SO I General Operating Support for BioCrossroads 1,350,000
    Chalkbeat Indiana1239 Broadway Suite 703 B
    New York,NY10001
    NONE PC General Operating Support 100,000
    EdChoice111 Monument Circle Suite 2650
    Indianapolis,IN46204
    NONE PC General Operating Support for Model State Initiative 400,000
    Health & Hospital Corporation of Marion County3838 North Rural
    Indianapolis,IN462052930
    NONE GOV Marion County Public Health Department Safe Syringe Access & Support 182,962
    Indiana Broadcasters FoundationPO Box 902
    Carmel,IN46082
    NONE PC Support for Hall of Fame dinner and video 10,000
    Indianapolis Public Schools120 East Walnut
    Indianapolis,IN46204
    NONE GOV Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 230,220
    Institute for Quality Education100 West Ohio Street Suite 700
    Indianapolis,IN46204
    NONE PC General Operating Support 400,000
    Ivy Tech Community College50 West Fall Creek Parkway North Dr
    ive
    Indianapolis,IN462085752
    NONE GOV Career Coaching and Employer Connections Initiative in Marion County 549,860
    Marian University3200 Cold Spring Road
    Indianapolis,IN462221997
    NONE PC Support for Implementation of Fred S. Klipsch Educators College 200,000
    MSD of Washington Township8550 Woodfield Crossing Blvd
    Indianapolis,IN46240
    NONE GOV Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 2 146,690
    MSD of Wayne Township1220 S High School Rd
    Indianapolis,IN46241
    NONE GOV Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 259,651
    Newfields4000 Michigan Road
    Indianapolis,IN462083326
    NONE PC Virginia B. Fairbanks Art & Nature Park 7,000,000
    Purdue Polytechnic High School49 W Maryland Street Space H10B
    Indianapolis,IN46204
    NONE PC Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 96,355
    Roncalli High SchoolAttn Chuck Weisenbach Principal 330
    0 Prague Road
    Indianapolis,IN46227
    NONE PC Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 39,298
    The Mind Trust1630 N Meridian Street Suite 450
    Indianapolis,IN46202
    NONE SO I General Operating Support 2,000,000
    The Mind Trust1630 N Meridian Street Suite 450
    Indianapolis,IN46202
    NONE SO I Relay Graduate School of Education National Principals Academy Fellowship 660,000
    The Mind Trust1630 N Meridian Street Suite 450
    Indianapolis,IN46202
    NONE SO I Pilot to improve math instruction in Marion County in partnership with Instruction Partners 1,202,500
    University High School2825 West 116th Street
    Carmel,IN46032
    NONE PC Financial and Development Consultants 39,130
    Urban ACT Academy1250 E Market Street
    Indianapolis,IN46202
    NONE PC Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 2 74,361
    WFYI1630 N Meridian Street
    Indianapolis,IN462021429
    NONE PC Support to increase public health and education journalism (2021-2023) 1,400,000
    Total ................................bullet 3b 21,403,792

    TY 2020 AccountingFeesSchedule
    Name:
    Richard M Fairbanks Foundation Inc
    EIN:
    31-1189885
    Software ID:
    20011424
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Accounting Fees 91,103 54,662   36,441

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

    TY 2020 DepreciationSchedule
    Name:
    Richard M Fairbanks Foundation Inc
    EIN:
    31-1189885
    Software ID:
    20011424
    Software Version:
    2020v4.0
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)
    Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    FIXED ASSETS       STRAIGHT LINE   74,169 11,125    
    DEPLETION           728,933 583,771    
    SECTION 179 DEDUCTION FROM FLOW THROUGH INVESTMENTS           125      

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

    TY 2020 ExpenditureResponsibilityStmt
    Name:
    Richard M Fairbanks Foundation Inc
    EIN:
    31-1189885
    Software ID:
    20011424
    Software Version:
    2020v4.0
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    PUBLIC IMPACT
     
    405-A EAST MAIN STREET
    CARRBARO,NC27510
    2019-06-24 60,000 Support for Opportunity Culture in Indianapolis Public Schools for the 2019-2020 School Year. 60,000   1/31/2020 AND 7/31/2020 2020-07-31 Public Impact submitted an interim report on January 31, 2020 and a final report on July 31, 2020. Verification of grant expenditures was submitted with the Final Report on July 31, 2020. Public Impact submitted Form 1120-S for the period ending December 31, 2019, submitted on September 10, 2020.

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

    TY 2020 GainLossSaleOtherAssetsSch
    Name:
    Richard M Fairbanks Foundation Inc
    EIN:
    31-1189885
    Software ID:
    20011424
    Software Version:
    2020v4.0
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    GAIN/LOSS FROM PUBLICLY TRADED SECURITIES   P    
    AVAILABLE UPON REQUEST
    1,179,281       1,179,281  
    GAIN/LOSS FROM PASS-THROUGH INVESTMENTS   P    
    AVAILABLE UPON REQUEST
    8,143,944       8,143,944  

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    Richard M Fairbanks Foundation Inc
    EIN:
    31-1189885
    Software ID:
    20011424
    Software Version:
    2020v4.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    COMMON STOCK 7,159,380 7,159,380

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    Richard M Fairbanks Foundation Inc
    EIN:
    31-1189885
    Software ID:
    20011424
    Software Version:
    2020v4.0
    US Government Securities - End of Year Book Value:

    22,234,905
    US Government Securities - End of Year Fair Market Value:

    22,234,905
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2020 InvestmentsOtherSchedule2
    Name:
    Richard M Fairbanks Foundation Inc
    EIN:
    31-1189885
    Software ID:
    20011424
    Software Version:
    2020v4.0
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    SHORT TERM INVESTMENTS FMV 27,330,886 27,330,886
    HEDGE FUNDS FMV 72,230,201 72,230,201
    OTHER ALTERNATIVE INVESTMENTS FMV 210,208,067 210,208,067
    FAIRBANKS LIQUIDATING TRUST FMV 3,582,445 3,582,445

    TY 2020 LandEtcSchedule2
    Name:
    Richard M Fairbanks Foundation Inc
    EIN:
    31-1189885
    Software ID:
    20011424
    Software Version:
    2020v4.0
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    COMPUTERS AND SOFTWARE 135,932 118,098 17,834 17,834
    FURNITURE AND FIXTURES 450,438 272,694 177,744 177,744


    TY 2020 LegalFeesSchedule
    Name:
    Richard M Fairbanks Foundation Inc
    EIN:
    31-1189885
    Software ID:
    20011424
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Legal Fees 31,898 4,785   27,113


    TY 2020 OtherExpensesSchedule
    Name:
    Richard M Fairbanks Foundation Inc
    EIN:
    31-1189885
    Software ID:
    20011424
    Software Version:
    2020v4.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PORTFOLIO INCOME DEDUCTIONS 59,325 59,325    
    K-1: CASH CONTRIBUTIONS 413 399    
    K-1: OTHER DEDUCTIONS 3,551,622 3,345,679    
    K-1: NON-DEDUCTIBLE EXPENSES 110,473 0   0
    COMMUNICATIONS 239,756 0   239,756
    ADVERTISING 16,200 0   16,200
    SOFTWARE FEES AND CONSULTING 83,948 12,592   71,356
    COMPUTER SUPPLIES AND MAINTENANCE 48,257 7,239   41,018
    TELECOMMUNICATIONS 10,032 1,505   8,527
    MEALS AND ENTERTAINMENT 6,515 977   5,538
    BANK SERVICE CHARGES 5,645 847   4,798
    PAYROLL SERVICE CHARGES 8,237 1,236   7,001
    INSURANCE EXPENSE 21,249 3,187   18,062
    OFFICE SUPPLIES AND PRINTING 18,160 2,724   15,436
    POSTAGE AND FREIGHT 767 115   652
    DUES, SUBSCRIPTIONS & PUBLICATIONS 9,953 1,493   8,460
    PRIOR YEAR K-1 ADJUSTMENT 3,702 3,702   0
    MISCELLANEOUS EXPENSE 24 5   19
    INTERNAL GRANTMAKING ACTIVITY 18,354 0   18,354
    EVALUATION 209,682 0   209,682
    PREVENTION MATTERS - NONGRANT 429,937 0   429,937
    TELEPHONE 6,328 949   5,379
    BANK LINE OF CREDIT FEES 4,833 725   4,108


    TY 2020 OtherIncomeSchedule2
    Name:
    Richard M Fairbanks Foundation Inc
    EIN:
    31-1189885
    Software ID:
    20011424
    Software Version:
    2020v4.0
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INVESTMENT RELATED INCOME 1,512,575 1,263,936  


    TY 2020 OtherIncreasesSchedule
    Name:
    Richard M Fairbanks Foundation Inc
    EIN:
    31-1189885
    Software ID:
    20011424
    Software Version:
    2020v4.0
    Description Amount
    UNREALIZED GAIN 28,120,889


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    Richard M Fairbanks Foundation Inc
    EIN:
    31-1189885
    Software ID:
    20011424
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CUSTODIAL FEES 4,047 4,047    
    INVESTMENT MANAGER FEES 330,029 330,029    
    CAMBRIDGE CONSULTANT FEES 423,207 423,207    


    TY 2020 TaxesSchedule
    Name:
    Richard M Fairbanks Foundation Inc
    EIN:
    31-1189885
    Software ID:
    20011424
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAXES - FOREIGN 174,392 174,380    
    TAX EXPENSE 90,843