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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
ARTHUR JORDAN FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1230 N DELAWARE STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
INDIANAPOLIS, IN46202
A Employer identification number

35-0428850
B Telephone number (see instructions)

(317) 635-1378
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$19,709,501J 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      
4 Dividends and interest from securities... 785,893 785,893  
5a Gross rents............ 1 1  
b Net rental income or (loss) 1
6a Net gain or (loss) from sale of assets not on line 10 742,961
b Gross sales price for all assets on line 6a 3,640,866
7 Capital gain net income (from Part IV, line 2)... 742,961
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,528,855 1,528,855  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 33,600 16,800   16,800
14 Other employee salaries and wages...... 58,266 29,133   29,133
15 Pension plans, employee benefits....... 12,564 6,282   6,282
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 16,128 8,064   8,064
c Other professional fees (attach schedule).... Click to see attachment 60,223 60,223   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 23,730 2,229   2,228
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 84,408 7,307   77,101
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 288,919 130,038   139,608
25 Contributions, gifts, grants paid....... 351,885 351,885
26 Total expenses and disbursements. Add lines 24 and 25 640,804 130,038   491,493
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 888,051
b Net investment income (if negative, enter -0-) 1,398,817
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 110 110 110
2 Savings and temporary cash investments......... 402,437 247,486 247,486
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet   22,344    
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 1,985 2,044 2,044
10a Investments—U.S. and state government obligations (attach schedule) 776,299 Click to see attachment950,642 950,642
b Investments—corporate stock (attach schedule)....... 12,150,998 Click to see attachment15,296,789 15,296,789
c Investments—corporate bonds (attach schedule)....... 3,701,771 Click to see attachment2,031,821 2,031,821
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment1,180,609 Click to see attachment1,180,609 Click to see attachment1,180,609
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 18,236,553 19,709,501 19,709,501
Liabilities 17 Accounts payable and accrued expenses.......... 12,865 22,863
18 Grants payable................. 753,793 367,679
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 766,658 390,542
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........... 17,446,210 19,295,156
25 Net assets with donor restrictions............ 23,685 23,803
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    
29 Total net assets or fund balances (see instructions)..... 17,469,895 19,318,959
30 Total liabilities and net assets/fund balances (see instructions). 18,236,553 19,709,501
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
17,469,895
2
Enter amount from Part I, line 27a .....................
2
888,051
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
961,013
4
Add lines 1, 2, and 3 ..........................
4
19,318,959
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
19,318,959
Form 990-PF (2021)
Form 990-PF (2021)
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 CAPITAL ONE FINANCIAL CORP COM USD0.01, COF, 14040H105 P 2021-06-21 2021-08-03
b FIDELITY NATIONAL FINANCIAL FNF GROUP CO, FNF, 31620R303 P 2020-03-27 2021-02-10
c FIFTH THIRD BANCORP, FITB, XXX-XX-XXXX P 2020-12-01 2021-08-20
d FIRST SOLAR INC, FSLR, XXX-XX-XXXX P 2020-02-28 2021-01-11
e FIRST SOLAR INC, FSLR, XXX-XX-XXXX P 2020-03-31 2021-01-11
FIRST SOLAR INC, FSLR, XXX-XX-XXXX P 2021-04-26 2021-12-07
IQVIA HLDGS INC COM, IQV, 46266C105 P 2020-09-30 2021-08-20
ISHARES TR EXPANDED TECH, IGV, XXX-XX-XXXX P 2020-09-30 2021-03-08
ORGANON SCO COMMON STOCK, OGN, 68622V106 P 2021-02-26 2021-06-07
ORGANON SCO COMMON STOCK, OGN, 68622V106 P 2021-02-26 2021-08-03
ZIMMER BIOMET HOLDINGS INC COM, ZBH, 98956P102 P 2020-09-30 2021-04-26
AMAZON.COM INC, AMZN, XXX-XX-XXXX P 2020-10-09 2021-12-07
AMERICAN INTERNATIONAL GROUP INC, AIG, XXX-XX-XXXX P 2018-10-12 2021-08-20
ANHEUSER-BUSCH INBEVSA/NV ADR EAH REP 1, BUD, 03524A108 P 2018-11-05 2021-08-06
ANHEUSER-BUSCH INBEVSA/NV ADR EAH REP 1, BUD, 03524A108 P 2019-04-26 2021-08-06
ANHEUSER-BUSCH INBEVSA/NV ADR EAH REP 1, BUD, 03524A108 P 2020-08-04 2021-08-06
AT&T INC COM USD1, T, 00206R102 P 2017-01-03 2021-06-07
AT&T INC COM USD1, T, 00206R102 P 2017-05-15 2021-06-07
AT&T INC COM USD1, T, 00206R102 P 2018-06-25 2021-06-07
BRISTOL-MYERS SQUIBBCO COM, BMY, XXX-XX-XXXX P 2018-11-15 2021-05-03
BRISTOL-MYERS SQUIBBCO COM, BMY, XXX-XX-XXXX P 2019-01-15 2021-05-03
BRISTOL-MYERS SQUIBBCO COM, BMY, XXX-XX-XXXX P 2019-07-16 2021-05-03
CAPITAL ONE FINANCIAL CORP COM USD0.01, COF, 14040H105 P 2019-07-22 2021-08-03
CHECK POINT SOFTWARETECHNOLOGIES LTD, CHKP, M22465104 P 2017-01-03 2021-11-09
CHECK POINT SOFTWARETECHNOLOGIES LTD, CHKP, M22465104 P 2018-05-04 2021-11-09
COMPASS MINERALS INTERNATIONAL P 2017-08-23 2021-04-12
COMPASS MINERALS INTERNATIONAL P 2017-09-22 2021-04-12
COMPASS MINERALS INTERNATIONAL P 2018-11-20 2021-04-12
CORTEVA INC COM, CTVA, 22052L104 P 2019-09-09 2021-03-17
CVS HEALTH CORPORATION COM USD0.01, CVS, XXX-XX-XXXX P 2017-01-03 2021-04-26
CVS HEALTH CORPORATION COM USD0.01, CVS, XXX-XX-XXXX P 2017-12-12 2021-04-26
FIDELITY NATIONAL FINANCIAL FNF GROUP CO, FNF, 31620R303 P 2019-08-19 2021-02-10
GARMIN LTD COM CHF10.00, GRMN, H2906T109 P 2020-03-17 2021-08-06
IQVIA HLDGS INC COM, IQV, 46266C105 P 2017-05-05 2021-08-20
ISHARES TR EXPANDED TECH, IGV, XXX-XX-XXXX P 2019-01-25 2021-03-08
JOHNSON CONTROLS INTERNATIONAL PLC COM U, JCI, G51502105 P 2017-01-18 2021-03-17
JOHNSON CONTROLS INTERNATIONAL PLC COM U, JCI, G51502105 P 2017-02-02 2021-03-17
JOHNSON CONTROLS INTERNATIONAL PLC COM U, JCI, G51502105 P 2017-05-15 2021-03-17
MCKESSON CORP, MCK, 58155Q103 P 2019-01-25 2021-12-07
MICROSOFT CORP, MSFT, XXX-XX-XXXX P 2020-09-30 2021-12-07
ORGANON SCO COMMON STOCK, OGN, 68622V106 P 2017-01-03 2021-06-07
ORGANON SCO COMMON STOCK, OGN, 68622V106 P 2018-01-09 2021-06-07
ORGANON SCO COMMON STOCK, OGN, 68622V106 P 2017-01-03 2021-08-03
ORGANON SCO COMMON STOCK, OGN, 68622V106 P 2018-01-09 2021-08-03
QUALCOMM INC, QCOM, XXX-XX-XXXX P 2017-01-03 2021-12-07
SCHLUMBERGER LIMITEDCOM USD0.01, SLB, XXX-XX-XXXX P 2019-09-11 2021-11-08
SCHLUMBERGER LIMITEDCOM USD0.01, SLB, XXX-XX-XXXX P 2020-02-12 2021-11-08
SIMON PROPERTY GROUPING, SPG, XXX-XX-XXXX P 2017-09-18 2021-12-07
STARBUCKS CORP COM USD0.001, SBUX, XXX-XX-XXXX P 2020-03-20 2021-06-08
STARBUCKS CORP COM USD0.001, SBUX, XXX-XX-XXXX P 2020-05-01 2021-06-08
ZIMMER BIOMET HOLDINGS INC COM, ZBH, 98956P102 P 2017-01-03 2021-04-26
BHP GROUP LTD SPON ADS EACH REP 2 ORD SH, BHP, XXX-XX-XXXX P 2021-02-18 2021-10-07
BHP GROUP LTD SPON ADS EACH REP 2 ORD SH, BHP, XXX-XX-XXXX P 2021-03-23 2021-10-07
CIGNA CORP NEWCOM, CL, XXX-XX-XXXX P 2021-09-10 2021-10-19
MERCK SCO. INC COM, MRK, 58933Y105 P 2021-06-09 2021-10-19
NISOURCE INC COM USD0.01, NL, 65473P105 P 2021-02-18 2021-10-19
RIO TINTO ADR EACH REP 1 ORD, RIO, XXX-XX-XXXX P 2021-02-18 2021-10-19
RIO TINTO ADR EACH REP 1 ORD, RIO, XXX-XX-XXXX P 2021-03-23 2021-10-19
RIO TINTO ADR EACH REP 1 ORD, RIO, XXX-XX-XXXX P 2021-10-07 2021-10-19
ABBVIE INC COM USD0.01, ABBV, 00287Y109 P 2017-01-03 2021-10-19
AIR PRODUCTSAND CHEMICALS INC, APD, XXX-XX-XXXX P 2017-03-30 2021-10-19
ANALOG DEVICES INC COM USD0.16 2/3, ADI, XXX-XX-XXXX P 2017-01-03 2021-08-27
ANALOG DEVICES INC COM USD0.16 2/3, ADI, XXX-XX-XXXX P 2017-01-03 2021-10-19
APPLE INC, AAPL, XXX-XX-XXXX P 2017-01-03 2021-10-19
AT&T INC COM USD1, T, 00206R102 P 2017-01-03 2021-10-19
AT&T INC COM USD1, T, 00206R102 P 2019-01-31 2021-10-19
BRISTOL-MYERS SQUIBBCO COM, BMY, XXX-XX-XXXX P 2019-04-18 2021-10-19
CHEVRON CORP NEWCOM, CVX, XXX-XX-XXXX P 2017-01-03 2021-10-19
CISCO SYSTEMS INC, CSCO, 17275R102 P 2017-01-03 2021-10-19
CITIZENS FINL GROUP INC COM, CFG, XXX-XX-XXXX P 2020-05-07 2021-10-19
CVS HEALTH CORPORATION COM USD0.01, CVS, XXX-XX-XXXX P 2020-04-23 2021-10-19
DIGITAL REALTY TRUSTING, DLR, XXX-XX-XXXX P 2017-01-03 2021-10-19
EATON CORP PLC COM, ETN, G29183103 P 2017-01-03 2021-10-19
ENBRIDGE INC COM ISIN #CA29250N1050 SEDO, ENB, 29250N105 P 2017-05-17 2021-10-19
ENBRIDGE INC COM ISIN #CA29250N1050 SEDO, ENB, 29250N105 P 2018-02-01 2021-10-19
EXXON MOBIL CORP, XOM, 30231G102 P 2020-05-07 2021-10-19
FOOT LOCKER INC COM USD0.01, FL, XXX-XX-XXXX P 2020-01-09 2021-10-19
GATX CORP COM STK USD0.625, GATX, XXX-XX-XXXX P 2017-01-03 2021-10-19
GENTEX CORP, GNTX, XXX-XX-XXXX P 2017-01-03 2021-10-19
HANOVER INSURANCE GROUP INC, THG, XXX-XX-XXXX P 2017-01-03 2021-10-19
INGREDION INC COM USD0.01, INGR, XXX-XX-XXXX P 2019-01-03 2021-10-19
INGREDION INC COM USD0.01, INGR, XXX-XX-XXXX P 2019-01-31 2021-10-19
INTEL CORP COM USD0.001, INTC, XXX-XX-XXXX P 2020-08-03 2021-10-19
INTERNATIONAL BUS MACH CORP COM USD0.20, IBM, XXX-XX-XXXX P 2017-01-03 2021-10-19
INTERPUBLIC GROUP COS INC COM USD0.10, IPG, XXX-XX-XXXX P 2020-01-09 2021-09-10
INTERPUBLIC GROUP COS INC COM USD0.10, IPG, XXX-XX-XXXX P 2020-01-09 2021-10-19
INTERPUBLIC GROUP COS INC COM USD0.10, IPG, XXX-XX-XXXX P 2020-09-23 2021-10-19
JOHNSON &JOHNSON COMUSD1.00, JNJ, XXX-XX-XXXX P 2017-01-03 2021-10-19
KEYCORP COM, KEY, XXX-XX-XXXX P 2018-12-19 2021-10-19
LEVI STRAUSS SCO NEWCL A COM STK, LEVI, 52736R102 P 2020-01-31 2021-10-19
LOCKHEED MARTIN CORPCOM USD1.00, LMT, XXX-XX-XXXX P 2017-01-03 2021-10-19
MERCK SCO. INC COM, MRK, 58933Y105 P 2017-01-03 2021-10-19
MICROSOFT CORP, MSFT, XXX-XX-XXXX P 2017-01-03 2021-10-19
OMEGA HEALTHCARE INVESTORS INC, OHI, XXX-XX-XXXX P 2018-01-25 2021-10-19
ORGANON SCO COMMON STOCK, OGN, 68622V106 P 2017-01-03 2021-06-07
ORGANON SCO COMMON STOCK, OGN, 68622V106 P 2017-01-03 2021-10-19
PFIZER INC, PFE, XXX-XX-XXXX P 2017-01-03 2021-10-19
POLARIS INC COM, PLL, XXX-XX-XXXX P 2017-01-03 2021-10-19
PRICE T ROWE GROUPS COM USD0.20, TROW, 74144T108 P 2017-01-03 2021-10-19
PRINCIPAL FINANCIAL GROUP INC COM, PFG, 74251V102 P 2018-11-27 2021-10-19
PRINCIPAL FINANCIAL GROUP INC COM, PFG, 74251V102 P 2018-12-19 2021-10-19
PRUDENTIAL FINANCIALINC, PRU, XXX-XX-XXXX P 2017-01-03 2021-10-19
PRUDENTIAL FINANCIALINC, PRU, XXX-XX-XXXX P 2018-08-03 2021-10-19
PRUDENTIAL FINANCIALINC, PRU, XXX-XX-XXXX P 2019-02-28 2021-10-19
QUALCOMM INC, QCOM, XXX-XX-XXXX P 2017-02-21 2021-10-19
SIMON PROPERTY GROUPING, SPG, XXX-XX-XXXX P 2019-09-23 2021-10-19
SMUCKER J M CO COM NEW, SJM, XXX-XX-XXXX P 2019-09-23 2021-10-19
SOUTHERN CO, SO, XXX-XX-XXXX P 2020-09-24 2021-10-19
STANLEY BLACK & DECKER INC, SWK, XXX-XX-XXXX P 2017-01-03 2021-10-19
SYSCO CORP, SYY, XXX-XX-XXXX P 2020-03-20 2021-10-19
TARGET CORP, TGT, 87612E106 P 2017-07-24 2021-06-09
TARGET CORP, TGT, 87612E106 P 2017-07-24 2021-10-19
TE CONNECTIVITY LTD COM CHF0.57, TEL, H84989104 P 2017-01-03 2021-10-19
TRAVELERS COMPANIES INC COM STK NPV, TRV, 89417E109 P 2017-01-03 2021-10-19
US BANCORP, USB, XXX-XX-XXXX P 2017-01-03 2021-10-19
VERIZON COMMUNICATIONS INC, VZ, 92343V104 P 2017-01-03 2021-10-19
VIATRIS INC COM, VTRS, 92556V106 P 2017-01-03 2021-10-19
WALGREENS BOOTS ALLIANCE INC, WBA, XXX-XX-XXXX P 2019-03-14 2021-10-19
WALMART INC COM, WMT, XXX-XX-XXXX P 2017-01-03 2021-10-19
WILLIAMS-SONOMA INC, WSM, XXX-XX-XXXX P 2017-06-22 2021-01-28
WILLIAMS-SONOMA INC, WSM, XXX-XX-XXXX P 2017-06-22 2021-03-23
WILLIAMS-SONOMA INC, WSM, XXX-XX-XXXX P 2017-06-22 2021-10-19
3M CO, MMM, 88579Y101 P 2017-01-03 2021-10-19
FEDERATED HERMES INSTL HIGH YLD BD IS, FIHBX, 31420B300 P 2020-12-23 2021-08-04
UNITED STATES TREAS SER AL-2022 2.25000%, 9128286M7 P 2020-03-03 2021-02-01
MERCK SCO INC NOTE CALL MAKE WHOLE2.8000, 58933YAF2 P 2018-07-17 2021-08-03
TEXAS A &M UNIV REV REV FIN SYS BDS SER., 88213AHH1 P 2017-01-19 2021-05-17
WELLS FARGO SCO MTN 3.50000% 03/08/2022, 94999BJW2 P 2017-01-11 2021-03-02
BLACKROCK SYSTEMATICMULTI-STRATEGY INSTL, BIMBX, 09260C307 P 2021-04-14 2021-08-10
CARILLON REAMS UNCONSTRAINED BOND I, SUBFX, 14214M724 P 2020-04-28 2021-01-07
CARILLON REAMS UNCONSTRAINED BOND I, SUBFX, 14214M724 P 2020-06-02 2021-01-07
DIAMOND HILL LONG/SHRT FUND CL I, DHLSX, 25264S833 P 2020-01-29 2021-01-07
ISHARES S&P 500, IVV, XXX-XX-XXXX P 2021-02-24 2021-07-21
ISHARES TR RUS 1000 GRW ETF, IWF, XXX-XX-XXXX P 2020-10-29 2021-02-24
JP MORGAN MID CAP VALUE FUND CLASS L, FLMVX, XXX-XX-XXXX P 2021-02-24 2021-04-09
JP MORGAN MID CAP VALUE FUND CLASS L, FLMVX, XXX-XX-XXXX P 2021-02-24 2021-07-26
SPDR SER TR BLMBRG BRC CNVRT, CWB, 78464A359 P 2020-03-31 2021-01-05
SPDR SERIES TRUST S&P 600 SMCP VAL, SLYV, 78464A300 P 2020-06-02 2021-04-09
VANGUARD COMMODITY STRATEGY FD ADMIRAL, VCMDX, XXX-XX-XXXX P 2021-04-14 2021-08-10
VANGUARD EMERG MKTS SELECT STOCK INVSTR, VMMSX, XXX-XX-XXXX P 2021-02-24 2021-07-26
DIAMOND HILL LONG/SHRT FUND CL I, DHLSX, 25264S833 P 2019-12-27 2021-01-07
DIAMOND HILL LONG/SHRT FUND CL I, DHLSX, 25264S833 P 2017-01-03 2021-04-14
DIAMOND HILL LONG/SHRT FUND CL I, DHLSX, 25264S833 P 2020-01-29 2021-04-14
FEDERATED HERMES INTL EQ CL IS, PIUIX, 31423A689 P 2019-02-28 2021-06-29
FEDERATED HERMES INTL EQ CL IS, PIUIX, 31423A689 P 2019-02-28 2021-08-10
FIDELITY ADVISOR REAL ESTATE INCOME Z, FIKMX, XXX-XX-XXXX P 2020-01-29 2021-07-21
FIDELITY ADVISOR REAL ESTATE INCOME Z, FIKMX, XXX-XX-XXXX P 2020-01-29 2021-08-10
FIDELITY TOTAL INTL INDEX FUND, FTIHX, 31635V638 P 2019-07-25 2021-02-24
FIDELITY TOTAL INTL INDEX FUND, FTIHX, 31635V638 P 2019-07-25 2021-07-21
FIDELITY TOTAL INTL INDEX FUND, FTIHX, 31635V638 P 2019-07-25 2021-08-10
ISHARES CORE S&P SMALL-CAP E, IJR, XXX-XX-XXXX P 2018-06-29 2021-02-24
ISHARES CORE S&P SMALL-CAP E, IJR, XXX-XX-XXXX P 2018-06-29 2021-04-09
ISHARES CORE S&P SMALL-CAP E, IJR, XXX-XX-XXXX P 2018-06-04 2021-07-26
ISHARES CORE S&P SMALL-CAP E, IJR, XXX-XX-XXXX P 2018-06-29 2021-07-26
ISHARES TR RUS 1000 GRW ETF, IWF, XXX-XX-XXXX P 2018-06-04 2021-02-24
JANUS HENDERSON ENTERPRISE I, JMGRX, 47103C795 P 2018-06-20 2021-02-12
JANUS HENDERSON ENTERPRISE I, JMGRX, 47103C795 P 2018-06-04 2021-02-16
JANUS HENDERSON ENTERPRISE I, JMGRX, 47103C795 P 2018-06-20 2021-02-16
JANUS HENDERSON ENTERPRISE I, JMGRX, 47103C795 P 2018-06-04 2021-02-24
SPDR SER TR BLMBRG BRC CNVRT, CWB, 78464A359 P 2017-01-03 2021-01-05
SPDR SER TR BLMBRG BRC CNVRT, CWB, 78464A359 P 2017-01-03 2021-01-05
SPDR SER TR BLMBRG BRC CNVRT, CWB, 78464A359 P 2019-01-31 2021-01-05
SPDR SER TR BLMBRG BRC CNVRT, CWB, 78464A359 P 2019-12-27 2021-01-05
VANGUARD EMERG MKTS SELECT STOCK INVSTR, VMMSX, XXX-XX-XXXX P 2020-07-17 2021-07-26
(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 6,159   5,989 170
b 15,025   10,237 4,788
c 8,923   6,265 2,658
d 24,061   10,572 13,489
e 3,941   1,368 2,573
3,819   3,319 500
7,693   4,758 2,935
8,350   7,837 513
3   3 0
456   547 -91
5,322   4,114 1,208
3,514   3,236 278
12,085   11,227 858
16,044   19,827 -3,783
13,514   19,122 -5,608
4,875   4,412 463
8,478   12,413 -3,935
11,256   14,837 -3,581
10,671   11,611 -940
11,021   9,238 1,783
21,350   16,739 4,611
6,298   4,447 1,851
10,896   6,275 4,621
28,340   20,334 8,006
9,329   7,766 1,563
10,761   11,280 -519
6,686   6,644 42
21,331   16,724 4,607
12,277   7,453 4,824
8,655   9,117 -462
1,442   1,384 58
23,299   26,509 -3,210
27,992   12,622 15,370
10,771   3,465 7,306
10,354   5,867 4,487
906   645 261
2,659   1,861 798
10,272   7,241 3,031
3,614   2,038 1,576
5,702   3,587 2,115
1   1 0
6   5 1
206   202 4
973   905 68
5,674   1,978 3,696
19,335   21,642 -2,307
8,480   8,723 -243
2,846   2,871 -25
4,124   2,268 1,856
15,383   10,288 5,095
10,821   6,277 4,544
1,914   2,632 -718
2,187   2,743 -556
5,157   5,105 52
4,326   4,069 257
6,019   5,588 431
2,111   2,621 -510
2,815   3,012 -197
4,223   4,123 100
7,001   4,064 2,937
13,481   6,286 7,195
17   6 11
18,514   6,580 11,934
25,267   4,965 20,302
1,093   1,838 -745
6,226   7,327 -1,101
11,416   9,082 2,334
9,670   10,460 -790
12,657   6,945 5,712
14,780   6,620 8,160
8,073   5,852 2,221
5,162   3,446 1,716
15,403   5,677 9,726
7,483   6,802 681
5,687   4,815 872
8,485   6,041 2,444
5,983   4,877 1,106
12,472   7,933 4,539
13,854   7,586 6,268
4,147   2,816 1,331
4,825   4,651 174
1,930   1,987 -57
5,171   4,570 601
8,035   9,515 -1,480
4,570   2,873 1,697
2,878   1,724 1,154
13,049   5,652 7,397
8,388   6,011 2,377
12,559   8,093 4,466
6,361   5,012 1,349
10,983   7,569 3,414
9,123   6,633 2,490
27,688   5,615 22,073
8,901   7,174 1,727
19   17 2
383   315 68
11,391   8,498 2,893
13,636   8,457 5,179
15,107   5,710 9,397
5,530   3,901 1,629
10,369   6,709 3,660
4,897   4,603 294
3,339   2,989 350
4,452   3,842 610
15,285   6,438 8,847
10,108   10,871 -763
10,315   9,141 1,174
5,322   4,444 878
9,955   6,257 3,698
9,065   4,024 5,041
2,339   546 1,793
13,756   2,950 10,806
16,970   7,928 9,042
7,974   6,143 1,831
10,207   8,648 1,559
7,792   8,164 -372
446   466 -20
3,482   4,479 -997
6,646   3,154 3,492
2,896   933 1,963
9,000   2,332 6,668
9,332   2,332 7,000
6,559   6,400 159
80,000   79,360 640
256,430   254,443 1,987
156,543   146,920 9,623
100,000   100,000 0
42,379   41,285 1,094
5,000   4,891 109
15,104   14,183 921
37,429   36,018 1,411
31,411   30,525 886
98,003   88,329 9,674
73,599   64,829 8,770
19,982   18,758 1,224
49,982   45,602 4,380
9,954   5,814 4,140
12,336   7,312 5,024
6,982   6,230 752
20,675   22,038 -1,363
134,143   135,018 -875
1,956   1,704 252
5,026   4,493 533
55,000   37,774 17,226
45,000   30,622 14,378
14,000   13,196 804
6,600   6,221 379
100,000   82,891 17,109
30,000   24,241 5,759
35,000   27,958 7,042
54,201   42,031 12,170
109,000   84,062 24,938
202,867   156,427 46,440
15,152   11,685 3,467
245,330   145,144 100,186
99,982   78,500 21,482
95,443   74,160 21,283
4,539   3,567 972
149,982   117,304 32,678
34,424   18,885 15,539
26,212   14,391 11,821
24,885   15,159 9,726
66,359   44,460 21,899
7,307   5,704 1,603
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       170
b       4,788
c       2,658
d       13,489
e       2,573
      500
      2,935
      513
      0
      -91
      1,208
      278
      858
      -3,783
      -5,608
      463
      -3,935
      -3,581
      -940
      1,783
      4,611
      1,851
      4,621
      8,006
      1,563
      -519
      42
      4,607
      4,824
      -462
      58
      -3,210
      15,370
      7,306
      4,487
      261
      798
      3,031
      1,576
      2,115
      0
      1
      4
      68
      3,696
      -2,307
      -243
      -25
      1,856
      5,095
      4,544
      -718
      -556
      52
      257
      431
      -510
      -197
      100
      2,937
      7,195
      11
      11,934
      20,302
      -745
      -1,101
      2,334
      -790
      5,712
      8,160
      2,221
      1,716
      9,726
      681
      872
      2,444
      1,106
      4,539
      6,268
      1,331
      174
      -57
      601
      -1,480
      1,697
      1,154
      7,397
      2,377
      4,466
      1,349
      3,414
      2,490
      22,073
      1,727
      2
      68
      2,893
      5,179
      9,397
      1,629
      3,660
      294
      350
      610
      8,847
      -763
      1,174
      878
      3,698
      5,041
      1,793
      10,806
      9,042
      1,831
      1,559
      -372
      -20
      -997
      3,492
      1,963
      6,668
      7,000
      159
      640
      1,987
      9,623
      0
      1,094
      109
      921
      1,411
      886
      9,674
      8,770
      1,224
      4,380
      4,140
      5,024
      752
      -1,363
      -875
      252
      533
      17,226
      14,378
      804
      379
      17,109
      5,759
      7,042
      12,170
      24,938
      46,440
      3,467
      100,186
      21,482
      21,283
      972
      32,678
      15,539
      11,821
      9,726
      21,899
      1,603
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 2 742,961
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 19,444
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 19,444
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 10,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 10,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 9,444
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet   RefundedBullet 11  
Part VI-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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletIN
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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.ARTHURJORDANFOUNDATION.ORG
    14
    The books are in care ofbulletMARGARET SALLEE Telephone no.bullet (317) 635-1378

    Located atbullet1230 N DELAWARE STREETINDIANAPOLISIN ZIP+4bullet46202
    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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    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
    SARA B COBB CHAIRMAN
    1.00     		4,800 0 0
    1230 N DELAWARE STREET
    INDIANAPOLIS,IN46202
    ROSEMARY DORSA VICE CHAIRMAN
    1.00     		4,800 0 0
    1230 N DELAWARE STREET
    INDIANAPOLIS,IN46202
    GRACIA J FLOYD SECRETARY
    1.00     		4,800 0 0
    1230 N DELAWARE STREET
    INDIANAPOLIS,IN46202
    ELAINE E BEDEL TREASURER
    1.00     		4,800 0 0
    1230 N DELAWARE STREET
    INDIANAPOLIS,IN46202
    JENNETT M HILL TRUSTEE
    1.00     		4,800 0 0
    1230 N DELAWARE STREET
    INDIANAPOLIS,IN46202
    JOHN L KRAUSS TRUSTEE
    1.00     		4,800 0 0
    1230 N DELAWARE STREET
    INDIANAPOLIS,IN46202
    SAMUEL L OLDE TRUSTEE
    1.00     		4,800 0 0
    1230 N DELAWARE STREET
    INDIANAPOLIS,IN46202
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    MARGARET SALLEE ADMINISTRATOR
    36.00     		58,266 12,564 0
    1230 N DELAWARE STREET
    INDIANAPOLIS,IN46202
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    21,977,639
    b
    Average of monthly cash balances.......................
    1b
    9,540
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    21,987,179
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    21,987,179
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    329,808
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    21,657,371
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    1,082,869
    Part X
    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 IX, line 6..................
    1
    1,082,869
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    19,444
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    19,444
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,063,425
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,063,425
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    1,063,425
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 1,063,425
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020...... 51,890
    f Total of lines 3a through e ........ 51,890
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 491,493
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 491,493
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 51,890 51,890
    (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......     		0
    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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		520,042
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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 e-mail address of the person to whom applications should be addressed:
    MARGARET SALLEE
    1230 N DELAWARE STREET
    INDIANAPOLIS,IN46202
    (317) 631-1888
    MSALLE@ARTHURJORDANFOUNDATION.ORG
    bThe form in which applications should be submitted and information and materials they should include:
    LETTER OR NARRATIVE (2-3 PAGES), BUDGET, AUDITED FINANCIAL STATEMENTS IF AVAILABLE, PROOF OF TAX-EXEMPT STATUS, AND A LIST OF THE BOARD OF DIRECTORS
    cAny submission deadlines:
    MARCH 1
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    MARION COUNTY, INDIANA ONLY. NO MEDICAL RESEARCH GRANTS.
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    AMERICAN RED CROSS
    1510 N MERIDIAN STREET
    INDIANAPOLIS,IN46202     		  PC CAPITAL SUPPORT 2,500
    ARTS FOR LAWRENCE
    8920 OTIS AVE
    INDIANAPOLIS,IN46216     		  PC OPERATING SUPPORT 1,000
    ARTS FOR LEARNING
    546 E 17TH ST SUITE 200
    INDIANAPOLIS,IN46202     		  PC OPERATING SUPPORT 3,000
    ASCENT 121
    PO BOX 1143
    CARMEL,IN46082     		  PC OPERATING SUPPORT 2,500
    BENJAMIN HARRISON PRESIDENTIAL SITE INC
    1230 N DELEWARE STREET
    INDIANAPOLIS,IN46202     		  PC OPERATING SUPPORT, SPECIAL PROJECT, ENDOWMENT 244,965
    BIG BROTHERS BIG SISTERS OF CENTRAL INDIANA
    2960 N MERIDIAN STREET SUITE 150
    INDIANAPOLIS,IN46208     		  PC OPERATING SUPPORT 3,000
    BOSMA VISIONARY OPPORTUNITIES FDTN
    7223 WOODLAND DR
    INDIANAPOLIS,IN46278     		  PC OPERATING SUPPORT 2,000
    BOYS & GIRLS CLUBS OF INDIANAPOLIS
    3909 N MERIDIAN STREET
    INDIANAPOLIS,IN46208     		  PC OPERATING SUPPORT 3,000
    BUTLER UNIVERSITY
    4600 SUNSET AVENUE
    INDIANAPOLIS,IN46208     		  PC OPERATING SUPPORT 10,000
    CENTER FOR LEADERSHIP DEVELOPMENT
    2425 DOCTOR MLK JR STREET
    INDIANAPOLIS,IN46208     		  PC SPECIAL PROJECT 3,750
    EARLY LEARNING INDIANA
    1776 N MERIDIAN ST
    INDIANAPOLIS,IN46202     		  PC OPERATING SUPPORT 3,000
    GLEANERS FOOD BANK OF INDIANA INC
    3737 WALDEMERE AVENUE
    INDIANAPOLIS,IN46241     		  PC SPECIAL PROJECT 9,000
    HUMANE SOCIETY OF INDIANAPOLIS
    7929 N MICHIGAN RD
    INDIANAPOLIS,IN46268     		  PC OPERATING SUPPORT 2,500
    INDIANA HISTORICAL SOCIETY
    450 W OHIO ST
    INDIANAPOLIS,IN46202     		  PC OPERATING SUPPORT 2,500
    INDIANA STATE MUSEUM FOUNDATION
    650 W WASHINGTON STREET
    INDIANAPOLIS,IN46204     		  PC OPERATING SUPPORT 3,000
    INDIANA YOUTH INSTITUTE
    603 E WASHINGTON ST
    INDIANAPOLIS,IN46201     		  PC OPERATING SUPPORT 2,000
    INDIANAPOLIS ART CENTER
    820 E 67TH ST
    INDIANAPOLIS,IN46220     		  PC OPERATING SUPPORT 2,500
    INDIANAPOLIS CHILDREN'S CHOIR
    4600 SUNSET AVENUE
    INDIANAPOLIS,IN46208     		  PC OPERATING SUPPORT 7,500
    INDIANAPOLIS NEIGHBORHOOD RESOURCE CENTER
    708 E MICHIGAN STREET
    INDIANAPOLIS,IN46202     		  PC SPECIAL PROJECT 5,000
    INDIANAPOLIS PARKS
    1720 BURDSAL PARKWAY
    INDIANAPOLIS,IN46202     		  PC OPERATING SUPPORT 2,500
    INDIANAPOLIS PUBLIC LIBRARY FDTN
    2450 N MERIDIAN STREET
    INDIANAPOLIS,IN46208     		  PC OPERATING SUPPORT 2,500
    JOY'S HOUSE
    2028 BROAD RIPPLE AVE
    INDIANAPOLIS,IN46220     		  PC OPERATING SUPPORT 2,500
    KEEP INDIANAPOLIS BEAUTIFUL INC
    1029 FLETCHER AVE 100
    INDIANAPOLIS,IN46203     		  PC OPERATING SUPPORT 1,500
    MUSIC FOR ALL INC
    39 W JACKSON PL 150
    INDIANAPOLIS,IN46225     		  PC OPERATING SUPPORT 2,500
    OUTSIDE THE BOX
    3940 E 56TH STREET
    INDIANAPOLIS,IN46220     		  PC SPECIAL PROJECT 2,500
    SALVATION ARMY INDIANA
    6060 CASTLEWAY W DRIVE
    INDIANAPOLIS,IN46250     		  PC OPERATING SUPPORT 2,500
    ST MARY'S CHILD CENTER
    901 DR MARTIN LUTHER KING JR STREET
    INDIANAPOLIS,IN46208     		  PC SPECIAL PROJECT 3,000
    UNCF
    3737 N MERIDIAN STREET SUITE 203
    INDIANAPOLIS,IN46208     		  PC OPERATING SUPPORT 2,250
    UNITED WAY OF CENTRAL INDIANA
    2955 N MERIDIAN ST 300
    INDIANAPOLIS,IN46208     		  PC OPERATING SUPPORT 7,500
    VILLAGE OF MERICI
    5707 LAWTON LOOP E DR
    INDIANAPOLIS,IN46216     		  PC OPERATING SUPPORT 1,920
    WESTMINSTER NEIGHBORHOOD SERVICES INC
    2325 E NEW YORK STREET
    INDIANAPOLIS,IN46201     		  PC OPERATING SUPPORT 2,500
    WFYI PUBLIC MEDIA
    1630 NORTH MERIDIAN ST
    INDIANAPOLIS,IN46202     		  PC OPERATING SUPPORT 1,500
    YMCA OF GREATER INDIANAPOLIS
    615 N ALABAMA STREET
    INDIANAPOLIS,IN46204     		  PC OPERATING SUPPORT 4,000
    Total .................................bullet 3a 351,885
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......     16 1  
    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 ............     		    14 742,961  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 1,528,855 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,528,855
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    ARTHUR JORDAN FOUNDATION
    EIN:
    35-0428850
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 16,128 8,064   8,064

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    ARTHUR JORDAN FOUNDATION
    EIN:
    35-0428850
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS 2,031,821 2,031,821

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    ARTHUR JORDAN FOUNDATION
    EIN:
    35-0428850
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCK 15,296,789 15,296,789

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    ARTHUR JORDAN FOUNDATION
    EIN:
    35-0428850
    US Government Securities - End of Year Book Value:

    950,642
    US Government Securities - End of Year Fair Market Value:

    950,642
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2021 OtherAssetsSchedule
    Name:
    ARTHUR JORDAN FOUNDATION
    EIN:
    35-0428850
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    VALUE OF HOME 1 1 1
    PRESIDENT HARRISON ARTIFACTS 1,180,608 1,180,608 1,180,608


    TY 2021 OtherExpensesSchedule
    Name:
    ARTHUR JORDAN FOUNDATION
    EIN:
    35-0428850
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE EXPENSE 7,338 3,669   3,669
    INSURANCE 1,993 996   997
    REIMBURSABLE EXPENSES 69,794 0   69,794
    MISCELLANEOUS 5,283 2,642   2,641


    TY 2021 OtherIncreasesSchedule
    Name:
    ARTHUR JORDAN FOUNDATION
    EIN:
    35-0428850
    Description Amount
    UNREALIZED GAIN ON INVESTMENTS 961,013


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    ARTHUR JORDAN FOUNDATION
    EIN:
    35-0428850
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEE 60,223 60,223   0


    TY 2021 TaxesSchedule
    Name:
    ARTHUR JORDAN FOUNDATION
    EIN:
    35-0428850
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 4,457 2,229   2,228
    EXCISE TAXES 19,273 0   0