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
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$417,423,592J 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 393,525 393,342  
4 Dividends and interest from securities... 2,626,899 2,595,957  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 45,982,533
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 46,279,452
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances 0
b Less: Cost of goods sold.... 0
c Gross profit or (loss) (attach schedule)..... 0  
11 Other income (attach schedule)....... Click to see attachment 1,685,774 1,356,123 0
12 Total. Add lines 1 through 11........ 50,688,731 50,624,874 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 811,600 166,230   645,370
14 Other employee salaries and wages...... 745,313 4,901   740,412
15 Pension plans, employee benefits....... 419,638 59,501   360,137
16a Legal fees (attach schedule)......... Click to see attachment 16,236 2,435 0 13,801
b Accounting fees (attach schedule)....... Click to see attachment 73,852 44,311 0 29,541
c Other professional fees (attach schedule).... Click to see attachment 996,946 988,946 0 8,000
17 Interest............... 314,988 302,303    
18 Taxes (attach schedule) (see instructions)... Click to see attachment 244,660 88,841 0 0
19 Depreciation (attach schedule) and depletion... Click to see attachment 758,077 640,201 0
20 Occupancy.............. 168,862 25,329   143,533
21 Travel, conferences, and meetings....... 36,193 5,429   30,764
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 4,886,760 3,204,746 0 1,400,918
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 9,473,125 5,533,173 0 3,372,476
25 Contributions, gifts, grants paid....... 11,523,657 11,523,657
26 Total expenses and disbursements. Add lines 24 and 25 20,996,782 5,533,173 0 14,896,133
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 29,691,949
b Net investment income (if negative, enter -0-) 45,091,701
c Adjusted net income (if negative, enter -0-)... 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............. 100,429 126,364 126,364
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.......... 10,674 10,676 10,676
10a Investments—U.S. and state government obligations (attach schedule) 22,234,905 Click to see attachment30,455,573 30,455,573
b Investments—corporate stock (attach schedule)....... 7,159,380 Click to see attachment0 0
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).......... 313,351,599 Click to see attachment386,707,451 386,707,451
14 Land, buildings, and equipment: basis bullet586,370
Less: accumulated depreciation (attach schedule) bullet462,842 195,578 Click to see attachment123,528 123,528
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) 343,052,565 417,423,592 417,423,592
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 343,052,565 417,423,592
29 Total net assets or fund balances (see instructions)..... 343,052,565 417,423,592
30 Total liabilities and net assets/fund balances (see instructions). 343,052,565 417,423,592
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
343,052,565
2
Enter amount from Part I, line 27a .....................
2
29,691,949
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
44,679,078
4
Add lines 1, 2, and 3 ..........................
4
417,423,592
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
417,423,592
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 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 5,434,375     5,434,375
b 40,845,077     40,845,077
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 5,434,375
b     0 40,845,077
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 46,279,452
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
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  
3 Add lines 1 and 2........................... 3 626,775
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- ..... 5 626,775
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 576,541
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 576,541
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 50,234
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 0
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$   (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 XIV..................................
    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 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.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 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
    CLAIRE FIDDIAN-GREEN CEO
    40.000     		366,706 53,745 0
    211 N Pennsylvania St Ste 2500
    Indianapolis,IN46204
    ELLEN QUIGLEY VP OF PROGRAMS
    40.000     		227,509 18,044 0
    211 N Pennsylvania St Ste 2500
    Indianapolis,IN46204
    KEVIN KESSINGER CFO
    40.000     		211,608 48,268 0
    211 N Pennsylvania St Ste 2500
    Indianapolis,IN46204
    BRYAN A MILLS DIRECTOR
    1.000     		0 0 0
    211 N Pennsylvania St Ste 2500
    Indianapolis,IN46204
    CHRISTOPHER M CALLAHAN DIRECTOR
    1.000     		0 0 0
    211 N Pennsylvania St Ste 2500
    Indianapolis,IN46204
    DANIEL C APPEL CHAIRMAN
    1.000     		0 0 0
    211 N Pennsylvania St Ste 2500
    Indianapolis,IN46204
    JEFFREY HARRISON DIRECTOR
    1.000     		0 0 0
    211 N Pennsylvania St Ste 2500
    Indianapolis,IN46204
    JONATHAN B FAIRBANKS DIRECTOR
    1.000     		0 0 0
    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
    AMANDULA N ANDERSON DIRECTOR
    1.000     		0 0 0
    211 N Pennsylvania St Ste 2500
    Indianapolis,IN46204
    MARIO RODRIGUEZ DIRECTOR
    1.000     		0 0 0
    211 N Pennsylvania St Ste 2500
    Indianapolis,IN46204
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    EMILYN WHITESELL DIR of Learning/Eval
    40.000     		137,113 36,316 0
    211 N Pennsylvania St Ste 2500
    Indianapolis,IN46204
    KATHRYN NIELSEN SR PROGRAM OFFICER
    40.000     		104,119 26,469 0
    211 N Pennsylvania St Ste 2500
    Indianapolis,IN46204
    SARAH HAWKINS SR PROGRAM OFFICER
    40.000     		101,558 38,870 0
    211 N Pennsylvania St Ste 2500
    Indianapolis,IN46204
    SUSAN LUSE PROGRAM ADMIN
    32.000     		88,972 42,515 0
    211 N Pennsylvania St Ste 2500
    Indianapolis,IN46204
    SCOTT SEMESTER EXECUTIVE ASSISTANT
    0     		85,980 17,341 0
    211 N Pennsylvania St Ste 2500
    Indianapolis,IN46204
    Total number of other employees paid over $50,000...................bullet 2
    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
    Cambridge Associates Investment management services 785,915
    125 High Street
    Boston,MA021102112
    RTI INTERNATIONAL PROVIDES RESEARCH, DEVELOPMENT AND TECHNICAL SERVICES 384,784
    3040 CORNWALLIS ROAD
    RESEARCH TRIANGLE PARK,NC27709
    VOX GLOBAL LLC COMMUNICATION SERVICES 246,881
    350 MASSACHUSETTS AVE SUITE 300
    INDIANAPOLIS,IN46204
    Education Development Center PROGRAM EVALUATION 193,162
    43 foundry Ave
    Waltham,MA02453
    RAND CORPORATION PROGRAM EVALUATION AND RESEARCH 144,063
    1776 MAIN ST
    SANTA MONICA,CA90401
    Total number of others receiving over $50,000 for professional services.............bullet7
    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
    71,715,755
    b
    Average of monthly cash balances.......................
    1b
    113,685
    c
    Fair market value of all other assets (see instructions)................
    1c
    337,447,026
    d
    Total (add lines 1a, b, and c).........................
    1d
    409,276,466
    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
    409,276,466
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    6,139,147
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    403,137,319
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    20,156,866
    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
    20,156,866
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    626,775
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    626,775
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    19,530,091
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    11,193
    5
    Add lines 3 and 4............................
    5
    19,541,284
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    19,541,284
    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 19,541,284
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 9,933,456
    b Total for prior years:2019, 2018, 2017 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 0
    b From 2017...... 0
    c From 2018...... 0
    d From 2019...... 0
    e From 2020...... 0
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 14,896,133
    a Applied to 2020, but not more than line 2a 9,933,456
    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..... 4,962,677
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021.   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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		14,578,607
    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.... 0
    b Excess from 2018.... 0
    c Excess from 2019.... 0
    d Excess from 2020.... 0
    e Excess from 2021.... 0
    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 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 (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
    Alzheimer's Association
    8430 W Bryn Mawr Ave Suite 800
    Chicago,IL60631     		NONE PC Matching Grant 1,500
    American Cabaret Theatre
    924 N Pennsylvania Street
    Indianapolis,IN46204     		NONE PC Matching Grant 1,000
    American Cabaret Theatre
    924 N Pennsylvania Street
    Indianapolis,IN46204     		NONE PC Matching Grant 1,023
    Arthur M Glick Jewish Community Center
    6701 Hoover Road
    Indianapolis,IN46260     		NONE PC Matching Grant 173
    AYS Inc
    4755 Kingsway Drive Suite 101
    Indianapolis,IN46205     		NONE PC Matching Grant 750
    Beech Grove City Schools
    5334 Hornet Ave
    Beech Grove,IN46107     		NONE GOV Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 39,413
    Bishop Chatard
    5885 Crittenden Avenue
    Indianapolis,IN46220     		NONE PC Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Extension Grant 6,485
    Booth Tarkington Civic Theatre
    3 Center Green Suite 300
    Carmel,IN46032     		NONE PC Matching Grant 3,750
    Boys and Girls Club of Boone County
    1575 Mulberry Street
    Zionsville,IN46077     		NONE PC Matching Grant 100
    Brebeuf Jesuit Preparatory School
    2801 W 86th Street
    Indianapolis,IN46268     		NONE PC Matching Grant 1,200
    Brebeuf Jesuit Preparatory School
    2801 W 86th Street
    Indianapolis,IN46268     		NONE PC Matching Grant 1,500
    Brown University
    PO Box 1877
    Providence,RI02912     		NONE PC Matching Grant 500
    Butler University
    4600 Sunset Avenue
    Indianapolis,IN462083485     		NONE PC Expansion of Sciences Capital Project 1,000,000
    Butler University
    4600 Sunset Avenue
    Indianapolis,IN462083485     		NONE PC Expansion of Sciences Capital Project 500,000
    Butler University
    4600 Sunset Avenue
    Indianapolis,IN462083485     		NONE PC Matching Grant 1,500
    Camp Kesem
    10586 West Pico Boulevard 196
    Los Angeles,CA90064     		NONE PC Matching Grant 150
    Campus Crusade for Christ Inc
    100 Lake Hart Drive Suite 2400
    Orlando,FL32832     		NONE PC Matching Grant 1,200
    Candid
    4801 Courthouse Street Suite 220
    Williamsburg,VA23188     		NONE PC 2021 Annual Membership 10,000
    Cardinal Ritter High School
    3360 West 30th Street
    Indianapolis,IN46222     		NONE PC Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Extension Grant 5,241
    Caroline Symmes Cancer Endowment
    12441 Creekwood Lane
    Carmel,IN46032     		NONE PC Matching Grant 3,000
    CASA First Judicial District NM
    466 West San Francisco Street
    Santa Fe,NM87501     		NONE PC Matching Grant 750
    Cathedral High School
    5335 East 56th Street
    Indianapolis,IN46226     		NONE PC Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 4,195
    Central Indiana Corporate Partnership Foundation Inc
    1210 Waterway Blvd Suite 5000
    Indianapolis,IN46202     		NONE SO I 2021 Annual Membership 16,500
    Central Indiana Corporate Partnership Foundation Inc
    1210 Waterway Blvd Suite 5000
    Indianapolis,IN46202     		NONE SO I Conexus Indiana-Catapult Marion County 225,000
    Central Indiana Corporate Partnership Foundation Inc
    1210 Waterway Blvd Suite 5000
    Indianapolis,IN46202     		NONE SO I General Operating Support for BioCrossroads 650,000
    Central Indiana Corporate Partnership Foundation Inc
    1210 Waterway Blvd Suite 5000
    Indianapolis,IN46202     		NONE SO I Marion County eLearning Network Pilot Project 25,000
    Central Indiana Corporate Partnership Foundation Inc
    1210 Waterway Blvd Suite 5000
    Indianapolis,IN46202     		NONE SO I Youth Apprenticeship Marion County Pilot and Statewide Master Plan 1,000,000
    Chalkbeat Indiana
    1239 Broadway Suite 703 B
    New York,NY10001     		NONE PC General Operating Support 100,000
    Cherry Tree Elementary School PTO
    13989 Hazel Dell Parkway
    Carmel,IN46033     		NONE PC Matching Grant 630
    Clay Middle School PTO
    5150 E 126th Street
    Carmel,IN46033     		NONE PC Matching Grant 300
    Cold Spring School
    3650 Cold Spring Road
    Indianapolis,IN46222     		NONE PC Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Extension Grant 37,578
    Columbia Business School
    622 West 113th Street
    New York,NY10025     		NONE PC Matching Grant 500
    Crooked Creek Food Pantry
    6940 N Michigan Rd
    Indianapolis,IN46268     		NONE PC Matching Grant 3,000
    Crown Hill Heritage Foundation
    700 West 38th Street
    Indianapolis,IN46208     		NONE PC Family Legacy Grant designated for historic preservation and education programs 25,000
    Disability Legal Services of Indiana
    5954 N College Ave
    Indianapolis,IN46205     		NONE PC Matching Grant 250
    Dove Recovery House for Women Inc
    14 N Highland Ave
    Indianapolis,IN46202     		NONE PC Capital Support for Facility Expansion 150,000
    Early Learning Indiana
    1776 N Meridian Street Suite A
    Indianapolis,IN46202     		NONE PC Getting On Track Early for School Success 49,625
    Economic Club of Indiana Inc
    1630 N Meridian Street
    Indianapolis,IN46202     		NONE PC Sponsorship 2021-2022 10,000
    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-Extension Grant 11,219
    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 500
    Fair Housing Center of Central Indiana
    445 N Pennsylvania St Suite 811
    Indianapolis,IN46204     		NONE PC Matching Grant 200
    Fishtown Preservation Society Inc
    PO Box 721
    Leland,MI49654     		NONE PC Matching Grant 750
    Fishtown Preservation Society Inc
    PO Box 721
    Leland,MI49654     		NONE PC Matching Grant 750
    Foundation of Monroe County Community Schools
    315 North Drive
    Bloomington,IN47401     		NONE PC Matching Grant 3,000
    Franklin Township Community School Corporation
    6141 S Franklin Rd
    Indianapolis,IN46259     		NONE GOV Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Extension Grant 33,131
    Grantmakers In Health
    1100 Connecticut Avenue NW Suite 12
    00
    Washington,DC20036     		NONE PC 2021 Annual Membership 6,000
    Greater Indianapolis Progress Committee
    200 East Washington Street City-Cou
    nty Building Suite 1901
    Indianapolis,IN46204     		NONE PC 2021 Annual Membership 2,200
    Greater Lafayette Young Life
    3601 Sagamore Pkwy N Suite A
    Lafayette,IN47904     		NONE PC Matching Grant 150
    Greater Lafayette Young Life
    3601 Sagamore Pkwy N Suite A
    Lafayette,IN47904     		NONE PC Matching Grant 200
    Health & Hospital Corporation of Marion County
    3838 North Rural
    Indianapolis,IN462052930     		NONE GOV Marion County Public Health Department Safe Syringe Access & Support 182,962
    Historic Landmarks Foundation of Indiana
    1201 Central Avenue
    Indianapolis,IN46202     		NONE PC Family Legacy grant designated for general operating support 50,000
    Horizon House Inc
    1033 E Washington Street
    Indianapolis,IN46202     		NONE PC Matching Grant 275
    Humane Society of Indianapolis
    7929 N Michigan Road
    Indianapolis,IN46268     		NONE PC Matching Grant 750
    IDEA Public Schools
    2115 W Pike Blvd
    Weslaco,TX78596     		NONE PC Matching Grant 7,500
    Ignite Achievement Academy
    1002 W 25th Street
    Indianapolis,IN46208     		NONE PC Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Extension Grant 24,322
    Immigrant Welcome Center
    40 East St Clair Street
    Indianapolis,IN46204     		NONE PC General Operating Support 25,000
    Indiana Broadcasters Foundation Inc
    PO Box 902
    Carmel,IN46082     		NONE PC Support for Hall of Fame dinner and video 5,000
    Indiana Department of Health
    2 North Meridian Street
    Indianapolis,IN46204     		NONE GOV Support for Public Health Commission 250,000
    Indiana Diaper Bank
    3750 Guion Road Suite 125
    Indianapolis,IN46222     		NONE PC Matching Grant 258
    Indiana Diaper Bank
    3750 Guion Road Suite 125
    Indianapolis,IN46222     		NONE PC Matching Grant 3,000
    Indiana Humanities Council
    1500 N Delaware Street
    Indianapolis,IN46202     		NONE PC Matching Grant 6,000
    Indiana Philanthropy Alliance
    32 E Washington Street Suite 1100
    Indianapolis,IN462043583     		NONE PC 2021 Annual Membership & Leadership Circle gift 18,750
    Indiana University Foundation
    PO Box 500
    Bloomington,IN474020500     		NONE PC Matching Grant 250
    Indiana University Foundation
    PO Box 500
    Bloomington,IN474020500     		NONE PC Matching Grant 100
    Indianapolis Children's Choir
    4600 Sunset Avenue
    Indianapolis,IN46208     		NONE PC Matching Grant 250
    Indianapolis Motor Speedway Foundation Inc
    4750 West 16th Street
    Indianapolis,IN46222     		NONE PC Matching Grant 750
    Indianapolis Public Schools
    120 East Walnut
    Indianapolis,IN46204     		NONE GOV Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Extension Grant 119,780
    Indianapolis Public Schools
    120 East Walnut
    Indianapolis,IN46204     		NONE GOV Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 230,220
    Indianapolis Symphony Orchestra
    32 E Washington Street Suite 600
    Indianapolis,IN46204     		NONE PC Matching Grant 250
    Indianapolis Urban League
    777 Indiana Avenue
    Indianapolis,IN46202     		NONE PC Sponsorship for Indianapolis Urban League Equal Opportunity Day 5,000
    Indianapolis Zoological Society Inc
    POBox 22309
    Indianapolis,IN462220309     		NONE PC Matching Grant 3,750
    Indy Championships Legacy
    115 W Washington Street Suite 1400
    Indianapolis,IN46204     		NONE SO I Support for incentives for Indiana eLearning Lab users 10,000
    Indy Hunger Network
    3737 Waldemere Avenue
    Indianapolis,IN46241     		NONE SO II General Operating Support 25,000
    Institute for Quality Education
    100 West Ohio Street Suite 700
    Indianapolis,IN46204     		NONE PC General Operating Support 200,000
    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
    Joy's House
    2028 E Broad Ripple Avenue
    Indianapolis,IN46220     		NONE PC Matching Grant 3,000
    KIPP Indy Public Schools
    1740 E 30th St
    Indianapolis,IN46218     		NONE PC Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Extension Grant 34,482
    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
    Mackida Loveal Trip Mentoring Outreach Center
    3616 North Sherman Drive
    Indianapolis,IN46218     		NONE PC General Operating Support 25,000
    Marian University
    3200 Cold Spring Road
    Indianapolis,IN462221997     		NONE PC Support for Implementation of Fred S. Klipsch Educators College 200,000
    Matchbook Learning
    1163 N Belmont Avenue
    Indianapolis,IN46222     		NONE PC Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Extension Grant 56,332
    MSD of Decatur Township
    5251 Kentucky Ave
    Indianapolis,IN46221     		NONE GOV Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Extension Grant 54,970
    MSD of Lawrence Township
    6501 Sunnyside Rd
    Indianapolis,IN46236     		NONE GOV Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Extension Grant 143,355
    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
    National Opinion Research Center
    1155 E 60th Street
    Chicago,IL60637     		NONE PC Getting on Track Early for School Success 118,872
    New Hampshire Charitable Foundation
    37 Pleasant Street
    Concord,NH03301     		NONE PC 2021 Annual Membership for National Substance Use Disorder Funders Forum 5,000
    Newfields
    4000 Michigan Road
    Indianapolis,IN462083326     		NONE PC Gift Honoring The Honorable Elizabeth N. Mann's Service Designated for the Virginia B. Fairbanks Art & Nature Park 5,000
    Newfields
    4000 Michigan Road
    Indianapolis,IN462083326     		NONE PC Virginia B. Fairbanks Art & Nature Park 1,000,000
    Newfields
    4000 Michigan Road
    Indianapolis,IN462083326     		NONE PC Matching Grant 7,500
    Newfields
    4000 Michigan Road
    Indianapolis,IN462083326     		NONE PC Matching Grant 6,000
    Noblesville Youth Baseball
    PO Box 721
    Noblesville,IN46061     		NONE PC Matching Grant 21,000
    Noblesville Youth Baseball
    PO Box 721
    Noblesville,IN46061     		NONE PC Matching Grant 15,000
    Optimist International Foundation
    4944 Lindell Boulevard
    St Louis,MO63108     		NONE PC Matching Grant 750
    Overdose Lifeline Inc
    7331 Lakeside Drive
    Indianapolis,IN46278     		NONE PC Support for harm reduction activities to prevent drug overdoses in Marion County 35,000
    Park Tudor Foundation
    7200 N College Avenue
    Indianapolis,IN46240     		NONE PC Matching Grant 250
    PEAK Grantmaking
    1701 Pennsylvania Ave NW Suite 200
    Washington,DC20006     		NONE PC 2021 Annual Membership 3,000
    Perry Township Schools
    6548 Orinoco Avenue
    Indianapolis,IN46227     		NONE GOV Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Extension Grant 37,200
    Philanthropy Roundtable
    1120 20th Street NW Suite 550 South
    Washington,DC20036     		NONE PC 2021 Annual Membership 10,000
    Phoenix Theatre
    705 N Illinois St
    Indianapolis,IN46204     		NONE PC Matching Grant 1,500
    Pike Township Educational Foundation
    5353 W 71st Street
    Indianapolis,IN46268     		NONE PC Matching Grant 103
    Plainfield Christian Church
    800 Dan Jones Road
    Plainfield,IN46168     		NONE PC Matching Grant 2,250
    Plainfield Christian Church
    800 Dan Jones Road
    Plainfield,IN46168     		NONE PC Matching Grant 8,800
    Purdue Polytechnic High School
    6229 Indianola Avenue
    Indianapolis,IN46220     		NONE PC Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 96,355
    Purdue Research Foundation
    1281 Win Hentschel Blvd Suite 2500
    West Lafayette,IN47906     		NONE PC Matching Grant 250
    Redeemer Presbyterian Church
    1505 N Delaware Street Suite 200
    Indianapolis,IN46202     		NONE PC Matching Grant 2,523
    Roncalli High School
    3300 Prague Road
    Indianapolis,IN46227     		NONE PC Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 39,298
    Save the Children
    501 Kings Highway Easte Suite 400
    Fairfield,CT06825     		NONE PC Matching Grant 358
    Second Harvest Food Bank of Greater New Orleans and Acadiana
    700 Edwards Avenue
    New Orleans,LA70125     		NONE PC Matching Grant 600
    Second Presbyterian Church
    7700 N Meridian Street
    Indianapolis,IN46260     		NONE PC Matching Grant 1,500
    Second Presbyterian Church
    7700 N Meridian Street
    Indianapolis,IN46260     		NONE PC Matching Grant 3,750
    Second Presbyterian Church
    7700 N Meridian Street
    Indianapolis,IN46260     		NONE PC Matching Grant 900
    Second Presbyterian Church
    7700 N Meridian Street
    Indianapolis,IN46260     		NONE PC Matching Grant 3,750
    Second Reformed Presbyterian Church
    4800 N Michigan Rd
    Indianapolis,IN46228     		NONE PC Matching Grant 200
    ShareCare of Leelanau Inc
    7401 E Duck Lake Rd Suite 600
    Lake Leelanau,MI49653     		NONE PC Matching Grant 750
    Shepherd Community Center Inc
    4107 East Washington Street
    Indianapolis,IN46201     		NONE PC Matching Grant 5,000
    Shepherd Community School
    4107 E Washington St
    Indianapolis,IN46201     		NONE PC Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Extension Grant 14,101
    St Luke's United Methodist Church
    100 W 86th Street
    Indianapolis,IN46260     		NONE PC Matching Grant 1,000
    Stadia New Church Strategies
    P O Box 699
    Uniontown,OH44685     		NONE PC Matching Grant 15,000
    Summer Stock Stage Inc
    P O Box 55012
    Indianapolis,IN46205     		NONE PC Matching Grant 4,500
    Suttons Bay Congregational Church
    PO Box 70
    Suttons Bay,MI49682     		NONE PC Matching Grant 750
    Teach for America
    1314 N Meridian Street
    Indianapolis,IN46202     		NONE PC General Operating Support for Teach for America Indianapolis 400,000
    TeenWorks Inc
    2820 N Meridian Street Suite 1250
    Indianapolis,IN46208     		NONE SO I Matching Grant 3,000
    The Center for Effective Philanthropy
    675 Massachusetts Avenue
    Cambridge,MA02139     		NONE PC 2021 Annual Membership 10,000
    The Growing Indy Group
    PO Box 55366
    Indianapolis,IN46205     		NONE PC General Operating Support 25,000
    The Independence Academy
    4701 N Central Ave
    Indianapolis,IN46205     		NONE PC Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Extension Grant 7,465
    The Mind Trust
    1630 N Meridian Street Suite 450
    Indianapolis,IN46202     		NONE SO I General Operating Support 1,000,000
    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 272,500
    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 255,000
    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
    The Mind Trust
    1630 N Meridian Street Suite 450
    Indianapolis,IN46202     		NONE SO I Matching Grant 1,000
    The Ohio State University
    PO Box 710811
    Columbus,OH432710811     		NONE PC Matching Grant 1,500
    The Orchard School
    615 West 64th Street
    Indianapolis,IN46260     		NONE PC Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 -11,193
    Thomas Gregg Neighborhood School
    2302 E Michigan St
    Indianapolis,IN46201     		NONE PC Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Extension Grant 41,017
    Traders Point Christian Church
    6590 S Indianapolis Road
    Whitestown,IN46075     		NONE PC Matching Grant 600
    Traders Point Christian Church
    6590 S Indianapolis Road
    Whitestown,IN46075     		NONE PC Matching Grant 100
    Traders Point Christian Church
    6590 S Indianapolis Road
    Whitestown,IN46075     		NONE PC Matching Grant 600
    Trinity Haven
    3561 N Pennsylvania Street
    Indianapolis,IN46205     		NONE PC General Operating Support 25,000
    Trinity Haven
    3561 N Pennsylvania Street
    Indianapolis,IN46205     		NONE PC Matching Grant 257
    United Way of Central Indiana
    2955 N Meridian Street Suite 300
    Indianapolis,IN46208     		NONE PC Marion County eLearning Network Pilot Communications and Community Engagement Plan 244,550
    United Way of Central Indiana
    2955 N Meridian Street Suite 300
    Indianapolis,IN46208     		NONE PC Matching Grant 6,724
    United Way of Greater Lafayette
    1114 State Street
    Lafayette,IN47905     		NONE PC Matching Grant 150
    United Way of Monroe County
    431 S College Avenue
    Bloomington,IN47403     		NONE PC Matching Grant 6,000
    University High School of Indiana Inc
    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
    Wabash College
    PO Box 352
    Crawfordsville,IN479330352     		NONE PC Matching Grant 3,750
    Westminster Neighborhood Services
    PO Box 11465
    Indianapolis,IN462010465     		NONE PC General Operating Support 25,000
    WFYI
    1630 N Meridian Street
    Indianapolis,IN462021429     		NONE PC Support to increase public health and education journalism (2021-2023) 500,000
    WFYI
    1630 N Meridian Street
    Indianapolis,IN462021429     		NONE PC Matching Grant 250
    WFYI
    1630 N Meridian Street
    Indianapolis,IN462021429     		NONE PC Matching Grant 3,750
    Wheeler Mission Ministries
    205 East New York Street
    Indianapolis,IN46217     		NONE PC Matching Grant 257
    Wheeler Mission Ministries
    205 East New York Street
    Indianapolis,IN46217     		NONE PC Matching Grant 309
    Women 4 Change Indiana
    1100 W 42nd Street Suite 212
    Indianapolis,IN46208     		NONE PC Matching Grant 500
    Total .................................bullet 3a 11,523,657
    bApproved for future payment
    Bishop Chatard
    5885 Crittenden Avenue
    Indianapolis,IN46220     		NONE PC Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Extension Grant 16,450
    Butler University
    4600 Sunset Avenue
    Indianapolis,IN462083485     		NONE PC Expansion of Sciences Capital Project 2,500,000
    Cathedral High School
    5335 East 56th Street
    Indianapolis,IN46226     		NONE PC Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Round 1 19,155
    Central Indiana Corporate Partnership Foundation Inc
    1210 Waterway Blvd Suite 5000
    Indianapolis,IN46202     		NONE SO I Catapult Marion County Pilot 125,000
    Central Indiana Corporate Partnership Foundation Inc
    1210 Waterway Blvd Suite 5000
    Indianapolis,IN46202     		NONE SO I General Operating Support for BioCrossroads 700,000
    Cold Spring School
    3650 Cold Spring Road
    Indianapolis,IN46222     		NONE PC Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Extension Grant 30,000
    Dove Recovery House for Women Inc
    14 N Highland Ave
    Indianapolis,IN46202     		NONE PC Capital Support for Facility Expansion 150,000
    Early Learning Indiana
    1776 N Meridian Street Suite A
    Indianapolis,IN46202     		NONE PC Getting On Track Early for School Success 50,375
    EdChoice
    111 Monument Circle Suite 2650
    Indianapolis,IN46204     		NONE PC General Operating Support 2021-2022 200,000
    Indiana Broadcasters Foundation
    PO Box 902
    Carmel,IN46082     		NONE PC Support for Hall of Fame dinner and video 5,000
    Indianapolis Public Schools
    120 East Walnut
    Indianapolis,IN46204     		NONE GOV Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Extension Grant 302,400
    Institute for Quality Education
    100 West Ohio Street Suite 700
    Indianapolis,IN46204     		NONE PC General Operating Support 200,000
    KIPP Indy Public Schools
    1740 E 30th St
    Indianapolis,IN46218     		NONE PC Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Extension Grant 27,500
    MSD of Decatur Township
    5251 Kentucky Ave
    Indianapolis,IN46221     		NONE GOV Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Extension Grant 7,000
    MSD of Lawrence Township
    6501 Sunnyside Rd
    Indianapolis,IN46236     		NONE GOV Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Extension Grant 42,685
    National Opinion Research Center
    1155 E 60th Street
    Chicago,IL60637     		NONE PC Getting on Track Early for School Success 660,597
    Newfields
    4000 Michigan Road
    Indianapolis,IN462083326     		NONE PC Virginia B. Fairbanks Art & Nature Park 6,000,000
    Perry Township Schools
    6548 Orinoco Avenue
    Indianapolis,IN46227     		NONE GOV Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Extension Grant 58,100
    Teach for America
    1314 N Meridian Street
    Indianapolis,IN46202     		NONE PC General Operating Support for Teach for America Indianapolis 600,000
    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 645,000
    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
    The Mind Trust
    1630 N Meridian Street Suite 450
    Indianapolis,IN46202     		NONE SO I General Operating Support 1,000,000
    Thomas Gregg Neighborhood School
    2302 E Michigan St
    Indianapolis,IN46201     		NONE PC Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Extension Grant 35,099
    Urban ACT Academy
    1250 E Market Street
    Indianapolis,IN46202     		NONE PC Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Extension Grant 72,410
    WFYI
    1630 N Meridian Street
    Indianapolis,IN462021429     		NONE PC Support to increase public health and education journalism (2021-2023) 900,000
    Ignite Achievement Academy
    1002 W 25th Street
    Indianapolis,IN46208     		NONE PC Prevention Matters Substance Use Prevention Initiative for Marion County Schools-Extension Grant 14,357
    Total .................................bullet 3b 14,691,128
    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 ...........     		    14 393,525  
    4 Dividends and interest from securities ....          
    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 -296,919 18 46,279,452  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER INCOME     		523000 329,651 14 1,356,123  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 63,674 50,625,057 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    50,688,731
    (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: 21014044
    Software Version: 2021v4.2


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    Richard M Fairbanks Foundation Inc
    EIN:
    31-1189885
    Software ID:
    21014044
    Software Version:
    2021v4.2
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Accounting Fees 73,852 44,311   29,541

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

    TY 2021 DepreciationSchedule
    Name:
    Richard M Fairbanks Foundation Inc
    EIN:
    31-1189885
    Software ID:
    21014044
    Software Version:
    2021v4.2
    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   72,049 10,807    
    DEPLETION           686,021 629,394    
    SECTION 179 DEDUCTION FROM FLOW THROUGH INVESTMENTS           7      

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

    TY 2021 GainLossSaleOtherAssetsSch
    Name:
    Richard M Fairbanks Foundation Inc
    EIN:
    31-1189885
    Software ID:
    21014044
    Software Version:
    2021v4.2
    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     		5,434,375       5,434,375  
    GAIN/LOSS FROM PASS-THROUGH INVESTMENTS   P    
    AVAILABLE UPON REQUEST     		40,548,158       40,548,158  

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    Richard M Fairbanks Foundation Inc
    EIN:
    31-1189885
    Software ID:
    21014044
    Software Version:
    2021v4.2
    Name of Stock End of Year Book Value End of Year Fair Market Value
    COMMON STOCK 0 0

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    Richard M Fairbanks Foundation Inc
    EIN:
    31-1189885
    Software ID:
    21014044
    Software Version:
    2021v4.2
    US Government Securities - End of Year Book Value:

    30,455,573
    US Government Securities - End of Year Fair Market Value:

    30,455,573
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2021 InvestmentsOtherSchedule2
    Name:
    Richard M Fairbanks Foundation Inc
    EIN:
    31-1189885
    Software ID:
    21014044
    Software Version:
    2021v4.2
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    SHORT TERM INVESTMENTS FMV 35,171,574 35,171,574
    HEDGE FUNDS FMV 91,187,783 91,187,783
    OTHER ALTERNATIVE INVESTMENTS FMV 256,805,862 256,805,862
    FAIRBANKS LIQUIDATING TRUST FMV 3,542,232 3,542,232

    TY 2021 LandEtcSchedule2
    Name:
    Richard M Fairbanks Foundation Inc
    EIN:
    31-1189885
    Software ID:
    21014044
    Software Version:
    2021v4.2
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    COMPUTERS AND SOFTWARE 135,932 131,474 4,458 4,458
    FURNITURE AND FIXTURES 450,438 331,368 119,070 119,070


    TY 2021 LegalFeesSchedule
    Name:
    Richard M Fairbanks Foundation Inc
    EIN:
    31-1189885
    Software ID:
    21014044
    Software Version:
    2021v4.2
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Legal Fees 16,236 2,435   13,801


    TY 2021 OtherExpensesSchedule
    Name:
    Richard M Fairbanks Foundation Inc
    EIN:
    31-1189885
    Software ID:
    21014044
    Software Version:
    2021v4.2
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PORTFOLIO INCOME DEDUCTIONS 63,108 63,108    
    K-1: CASH CONTRIBUTIONS 530 464    
    K-1: OTHER DEDUCTIONS 3,264,854 3,112,089    
    K-1: NON-DEDUCTIBLE EXPENSES 128,266      
    COMMUNICATIONS 393,301     393,301
    ADVERTISING 19,323     19,323
    SOFTWARE FEES AND CONSULTING 64,881 9,732   55,149
    COMPUTER SUPPLIES AND MAINTENANCE 29,163 4,374   24,789
    TELECOMMUNICATIONS 9,331 1,400   7,931
    MEALS AND ENTERTAINMENT 3,934 590   3,344
    BANK SERVICE CHARGES 6,187 928   5,259
    PAYROLL SERVICE CHARGES 8,488 1,273   7,215
    INSURANCE EXPENSE 26,190 3,929   22,262
    OFFICE SUPPLIES AND PRINTING 19,951 2,993   16,958
    POSTAGE AND FREIGHT 357 54   303
    DUES, SUBSCRIPTIONS & PUBLICATIONS 12,296 1,844   10,452
    INTERNAL GRANTMAKING ACTIVITY 8,107     8,107
    EVALUATION 237,475     237,475
    PREVENTION MATTERS - NONGRANT 577,901     577,901
    TELEPHONE 5,513 827   4,686
    BANK LINE OF CREDIT FEES 7,604 1,141   6,463


    TY 2021 OtherIncomeSchedule2
    Name:
    Richard M Fairbanks Foundation Inc
    EIN:
    31-1189885
    Software ID:
    21014044
    Software Version:
    2021v4.2
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INVESTMENT RELATED INCOME 1,685,774 1,356,123  


    TY 2021 OtherIncreasesSchedule
    Name:
    Richard M Fairbanks Foundation Inc
    EIN:
    31-1189885
    Software ID:
    21014044
    Software Version:
    2021v4.2
    Description Amount
    UNREALIZED GAIN 44,679,078


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    Richard M Fairbanks Foundation Inc
    EIN:
    31-1189885
    Software ID:
    21014044
    Software Version:
    2021v4.2
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CUSTODIAL FEES 5,867 5,867    
    INVESTMENT MANAGER FEES 197,164 197,164    
    CONSULTANT FEES 793,915 785,915   8,000


    TY 2021 TaxesSchedule
    Name:
    Richard M Fairbanks Foundation Inc
    EIN:
    31-1189885
    Software ID:
    21014044
    Software Version:
    2021v4.2
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAXES - FOREIGN 88,816 88,815    
    TAX ES - EXCISE 155,818      
    TAXES - OTHER 26 26