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 12-01-2021 , and ending 11-30-2022
Name of foundation
EUGENE & MARILYN GLICK FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 40177
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
INDIANAPOLIS, IN46240
A Employer identification number

35-1549707
B Telephone number (see instructions)

(317) 469-0400
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$369,748,075J 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 879,854 879,854  
4 Dividends and interest from securities... 3,112,587 3,112,587  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 5,535,634
b Gross sales price for all assets on line 6a 38,840,962
7 Capital gain net income (from Part IV, line 2)... 5,535,634
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 5,593,445 5,593,445  
12 Total. Add lines 1 through 11........ 15,121,520 15,121,520  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 12,766 0   0
b Accounting fees (attach schedule)....... Click to see attachment 8,300 0   0
c Other professional fees (attach schedule).... Click to see attachment 3,290,663 3,290,663   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 470,058 258,700   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 93,947 0   0
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 44,187 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,919,921 3,549,363   0
25 Contributions, gifts, grants paid....... 17,254,975 17,254,975
26 Total expenses and disbursements. Add lines 24 and 25 21,174,896 3,549,363   17,254,975
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -6,053,376
b Net investment income (if negative, enter -0-) 11,572,157
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............. 253,857 555,015 555,015
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 32,778,064 Click to see attachment26,163,680 31,211,891
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 285,168,875 Click to see attachment285,428,725 337,981,169
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 318,200,796 312,147,420 369,748,075
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 39,931,495 39,931,495
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 278,269,301 272,215,925
29 Total net assets or fund balances (see instructions)..... 318,200,796 312,147,420
30 Total liabilities and net assets/fund balances (see instructions). 318,200,796 312,147,420
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
318,200,796
2
Enter amount from Part I, line 27a .....................
2
-6,053,376
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
312,147,420
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
312,147,420
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 PUBLICLY TRADED SECURITIES      
b WHALEROCK P 2020-09-28 2022-10-01
c ONE WILLIAMS STREET P 2008-07-23 2022-10-31
d BEEKIN PETTY OKEEFE P    
e DE SHAW K-1 P    
DISTRESSED OPPORTUNITIES FUND P    
ABRY ADV SEC IV LP P    
ASPECT VENTURES P    
BEECKEN PETTY O'KEEFE P    
EDGBASTON ASIAN EQUITY P    
GOLDMAN SACHS PARTNER P    
GQG PARTNERS EMERGING MKTS P    
ROARK CAPITAL V P    
SCULPTOR REAL ESTATE PARALLEL FUND IV P    
US RESEARCH EQUITY P    
WELLINGTON TRUST P    
MOONRISE CHINA PTNRS I P    
MOONRISE CHINA PTNRS II P    
1607 CAPITAL INTERNATIONAL EQUITY P    
ABRY PARTNERS IX LP P    
LITTLEJOHN P    
ACCOLADE VIII P    
ACCOLADE VI P    
PRIVATE EQUITY FUND P    
ACCOLADE VIII P    
(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 23,684,042   24,823,478 -1,139,436
b 2,784,026   6,000,000 -3,215,974
c 3,268,694   1,000,000 2,268,694
d     99,976 -99,976
e     1,301,673 -1,301,673
    79,819 -79,819
37,619     37,619
111,667     111,667
425     425
961,673     961,673
381,052     381,052
2,101,644     2,101,644
120,220     120,220
39,696     39,696
1,856,006     1,856,006
1,003,002     1,003,002
261,026     261,026
    382 -382
324,225     324,225
228,366     228,366
98,698     98,698
28,941     28,941
1,200,672     1,200,672
69,071     69,071
280,197     280,197
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       -1,139,436
b       -3,215,974
c       2,268,694
d       -99,976
e       -1,301,673
      -79,819
      37,619
      111,667
      425
      961,673
      381,052
      2,101,644
      120,220
      39,696
      1,856,006
      1,003,002
      261,026
      -382
      324,225
      228,366
      98,698
      28,941
      1,200,672
      69,071
      280,197
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 5,535,634
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........................... 3 160,853
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- ..... 5 160,853
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 317,736
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.............. 7 317,736
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 156,883
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet156,883 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$ 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.GLICKPHILANTHROPIES.ORG
    14
    The books are in care ofbulletSTACEY A SUNDERMAN Telephone no.bullet (317) 469-0400

    Located atbullet8801 RIVER CROSSING BLVD SUITE 200INDIANAPOLISIN ZIP+4bullet46240
    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)
     
    No
    (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
     
     
    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)
    Yes
     
    (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
    Yes
     
    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
    Yes
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    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
    DAVID O BARRETT PRESIDENT, CEO, VICE CHAIR
    1.00     		0 0 0
    C/O EUGENE MARILYN GLICK FDN PO BOX
    40177
    INDIANAPOLIS,IN46240
    STACEY A SUNDERMAN CFO, TREASURER, DIRECTOR
    1.00     		0 0 0
    C/O EUGENE MARILYN GLICK FDN PO BOX
    40177
    INDIANAPOLIS,IN46240
    THOMAS J GRANDE CIO, BOARD MEMBER
    1.00     		0 0 0
    C/O EUGENE MARILYN GLICK FDN PO BOX
    40177
    INDIANAPOLIS,IN46240
    JAMES T BISESI SECRETARY, BOARD MEMBER
    1.00     		0 0 0
    C/O EUGENE MARILYN GLICK FDN PO BOX
    40177
    INDIANAPOLIS,IN46240
    MARIANNE GLICK CHAIR, DIRECTOR
    1.00     		0 0 0
    C/O EUGENE MARILYN GLICK FDN PO BOX
    40177
    INDIANAPOLIS,IN46240
    ARLENE GRANDE BOARD MEMBER
    1.00     		0 0 0
    C/O EUGENE MARILYN GLICK FDN PO BOX
    40177
    INDIANAPOLIS,IN46240
    ALICE MESHBANE BOARD MEMBER
    1.00     		0 0 0
    C/O EUGENE MARILYN GLICK FDN PO BOX
    40177
    INDIANAPOLIS,IN46240
    LYNDA SCHWARTZ BOARD MEMBER
    1.00     		0 0 0
    C/O EUGENE MARILYN GLICK FDN PO BOX
    40177
    INDIANAPOLIS,IN46240
    JACQUELINE BARRETT BOARD MEMBER
    1.00     		0 0 0
    C/O EUGENE MARILYN GLICK FDN PO BOX
    40177
    INDIANAPOLIS,IN46240
    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
    NONE
    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
    399,797,438
    b
    Average of monthly cash balances.......................
    1b
    378,976
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    400,176,414
    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
    400,176,414
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    6,002,646
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    394,173,768
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    19,708,688
    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
    19,708,688
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    160,853
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    160,853
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    19,547,835
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    19,547,835
    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
    19,547,835
    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 19,547,835
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 15,457,424
    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......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 17,254,975
    a Applied to 2020, but not more than line 2a 15,457,424
    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..... 1,797,551
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 0 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......     		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 ..........     		17,750,284
    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:
    DAVID O BARRETT
    PO BOX 40177
    INDIANAPOLIS,IN46240
    (317) 469-5877
    bThe form in which applications should be submitted and information and materials they should include:
    WRITTEN REQUEST OUTLINING USAGE OF FUNDS AND BENEFITS TO BE GAINED.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    PROMOTE CHARITABLE ACTIVITIES PRIMARILY IN THE INDIANAPOLIS, IN AREA.
    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
    ADVANCEMENT CENTER FOR WASHINGTON TWP SCHOOLS
    8550 WOODFIELD CROSSING BLVD
    INDIANAPOLIS,IN46240     		  PC SUPPORT NC AT-RISK STUDENTS 10,000
    AGAPE THERAPEUTIC RIDING CENTER
    24970 MOUNT PLEASANT ROAD
    CICERO,IN46034     		  PC SUPPORT PROGRAM 3,500
    AGE WELL SENIOR SERVICES
    23101 LAKE CENTER DR SUITE 325
    LAGUNA HILLS,CA92630     		  PC SUPPORT PROGRAM 3,000
    ALZHEIMER'S ASSOCIATION
    50 EAST 91ST STREET
    INDIANAPOLIS,IN46240     		  PC SUPPORT PROGRAM AND WALK TO END ALZHEIMERS 10,000
    ALZHEIMER'S SAN DIEGO
    3635 RUFFIN RD SUITE 300
    SAN DIEGO,CA92123     		  PC SUPPORT PROGRAM 2,000
    AMERICAN CABARET THEATRE INC
    924 PENNSYLVANIA STREET
    INDIANAPOLIS,IN46204     		  PC SUPPORT PROGRAM AND 2023 BROADWAY SERIES 70,000
    AMERICAN CANCER SOCIETY
    5635 WEST 96TH STREET
    INDIANAPOLIS,IN46278     		  PC SUPPORT PROGRAM 2,500
    AMERICAN CIVIL LIBERTIES UNION OF INDIANA
    1031 EAST WASHINGTON STREET
    INDIANAPOLIS,IN46202     		  PC SUPPORT PROGRAM 5,000
    AMERICAN DIABETES ASSOCIATION
    8604 ALLLISONVILLE ROAD STE 140
    INDIANAPOLIS,IN46250     		  PC SUPPORT PROGRAM 10,000
    AMERICAN HEART ASSOCIATION
    6100 W 96TH STREET 200
    INDIANAPOLIS,IN46278     		  PC SUPPORT PROGRAM 1,000
    AMERICAN PIANIST ASSOCIATION
    4603 CLARENDON ROAD 030
    INDIANAPOLIS,IN46208     		  PC SUPPORT PROGRAM 1,000
    AMERICAN RED CROSS
    1510 N MERIDIAN STREET
    INDIANAPOLIS,IN46202     		  PC SUPPORT PROGRAM 2,000
    ARTS COUNCIL OF INDIANAPOLIS
    924 N PENN STREET
    INDIANAPOLIS,IN46204     		  PC SUPPORT PROGRAM AND START WITH ART FUNDRAISER 7,500
    AUTISM SPEAKS INC
    1060 STATE ROAD
    PRINCETON,NJ08540     		  PC SUPPORT PROGRAM 10,000
    AVON HIGH SCHOOL CHORAL BOOSTERS
    7575 EAST 150 SOUTH
    AVON,IN46123     		  PC SUPPORT FUNDRAISER 925
    BEST FOOT FORWARD FOUNDATION INC
    9080 KIMBERLY BLVD
    BOCA RATON,FL33434     		  PC SUPPORT PROGRAM 5,000
    BIG BROTHERS BIG SISTERS OF CENTRAL INDIANA
    1433 NORTH MERIDIAN STREET
    INDIANAPOLIS,IN46202     		  PC SUPPORT PROGRAM AND APEX FUNDRAISER 20,000
    BIG BROTHERS BIG SISTERS OF SOUTH CENTRAL INDIANA
    501 N WALNUT STREET
    BLOOMINGTON,IN47404     		  PC SUPPORT PROGRAM 2,500
    BLOOM PROJECT
    PO BOX 68717
    INDIANAPOLIS,IN46268     		  PC SUPPORT PROGRAM 2,500
    BLOOMINGTON CLASSICAL GUITAR SOCIETY INC
    PO BOX 6181
    BLOOMINGTON,IN47407     		  PF SUPPORT PROGRAM 4,000
    BOONE COUNTY SENIOR SERVICES
    515 CROWN POINTE DRIVE
    LEBANON,IN46052     		  PC IN MEMORY OF GEORGE TIKIJAN II 500
    BUILDING TOMORROW INC
    615 N ALABAMA STREET STE 430
    INDIANAPOLIS,IN46204     		  PC SUPPORT PROGRAM 5,000
    BUTLER UNIVERSITY
    4600 SUNSET AVENUE
    INDIANAPOLIS,IN46208     		  PC SUPPORT PROGRAM 10,500
    CARIDAD CENTER INC
    8645 W BOYNTON BEACH BLVD
    BOYTON BEACH,FL33472     		  PC SUPPORT PROGRAM 10,000
    CENTER FOR LEADERSHIP DEVELOPMENT
    2425 DR MARTIN LUTHER KING JR
    STREET
    INDIANAPOLIS,IN46208     		  PC SUPPORT 2022 MINORITY ACHIEVERS FUNDRAISER 5,000
    CENTER FOR VICTIM AND HUMAN RIGHTS CORP
    201 N ILLINOIS ST S TOWER 16 FL
    INDIANAPOLIS,IN46204     		  PC SUPPORT PROGRAM 2,500
    CENTER ON PHILANTHROPY
    IUPUI UNIVERSITY HALL STE 3000
    INDIANAPOLIS,IN46202     		  PC SUPPORT PROGRAM 5,000
    CHAMPIONS FOR CHILDREN INC
    3108 WEST AZEELE STREET
    TAMPA,FL33609     		  PC SUPPORT PROGRAM 5,000
    CHILD ADVOCATES INC
    8200 HAVERSTICK ROAD
    INDIANAPOLIS,IN46240     		  PC SUPPORT PROGRAM AND 40TH ANNIVERSARY FUNDRAISER 25,500
    CHILDREN'S BUREAU INC
    1575 DR MARTIN LUTHER KING STREET
    INDIANAPOLIS,IN46202     		  PC SUPPORT PROGRAM 5,000
    CHILDREN'S MUSEUM INC
    3000 N MERIDIAN ST PO BOX 3000
    INDIANAPOLIS,IN46208     		  PC SUPPORT PROGRAM 2,000
    CICOA AGING & IN HOME SOLUTIONS INC
    PO BOX 20452
    INDIANAPOLIS,IN46220     		  PC SUPPORT PROGRAM 500
    CITY LEAGUE INC
    3237 GULLFORD AVE
    INDIANAPOLIS,IN46205     		  PC SUPPORT PROGRAM 2,000
    COBURN PLACE SAFEHAVEN II INC
    604 EAST 38TH STREET
    INDIANAPOLIS,IN46205     		  PC SUPPORT PROGRAM 5,000
    COMMUNITY ALLIANCE OF THE FAR EAST SIDE
    8902 EAST 38TH STREET
    INDIANAPOLIS,IN46226     		  PC SUPPORT FUNDRAISER 2,000
    COMMUNITY FOUNDATION OF LOUISVILLE INC(THE)
    325 WEST MAIN STREET
    LOUISVILLE,IN40202     		  PC SUPPORT RACIAL JUSTICE COHORT 50,000
    CREA FOUNDATION INC
    30 SOUTH MERIDIAN STREET SUITE 400
    INDIANAPOLIS,IN46204     		  PC SUPPORT FUNDRAISER 5,000
    CROOKED TREE ARTS CENTER
    461 E MITCHELL STREET
    PETOSKEY,MI49770     		  PC SUPPORT PROGRAM 5,000
    CROWN POINT COMMUNITY FOUNDATION INC
    115 S COURT STREET
    CROWN POINT,IN46307     		  PC SUPPORT PROGRAM 1,000
    DANCE KALEIDOSCOPE
    4603 CLARENDON ROAD STE 32
    INDIANAPOLIS,IN46208     		  PC SUPPORT PROGRAM 1,000
    DRESS FOR SUCCESS INDIANAPOLIS
    820 N MERIDIAN STREET
    INDIANAPOLIS,IN46204     		  PC SUPPORT PROGRAM 5,000
    EARLY LEARNING INDIANA INC
    1776 N MERIDIAN STREET STE A
    INDIANAPOLIS,IN46202     		  PC SUPPORT PROGRAM 2,500
    EDUCATE ME FOUNDATION
    11263 HEARTHSTONE DR
    INDIANAPOLIS,IN46037     		  PC SUPPORT TEACHERS PRO FUNDRAISER 1,000
    EITELJORG MUSEUM
    500 WEST WASHINGTON STREET
    INDIANAPOLIS,IN46204     		  PC SUPPORT PROGRAM 3,000
    ESKENAZI HEALTH FOUNDATION INC
    720 ESKENAZI AVENUE
    INDIANAPOLIS,IN46202     		  PC SUPPORT PROGRAM 2,500
    EVANS SCHOLARS FOUNDATION
    1 BRIAR ROAD
    GOLF,IL60029     		  PC CADDIES TO COLLEGE 1,500
    EXOTIC FELINE RESCUE CENTER
    2221 E ASHBORO ROAD
    CENTER POINT,IN47840     		  PC SUPPORT PROGRAM 2,500
    FAMILY PROMISE OF GREATER INDIANAPOLIS
    PO BOX 441367
    INDIANAPOLIS,IN46244     		  PC SUPPORT #NIGHTWITHOUTABED 5,000
    FAY BICCARD GLICK NEIGHBORHOOD CENTER
    2990 W 71ST STREET
    INDIANAPOLIS,IN46268     		  PC SUPPORT PROGRAM 25,000
    FISHERS HSE YOUTH BASEBALL & SOFTBALL LEAGUE
    12690 PROMISE RD
    FISHERS,IN46038     		  PC SUPPORT PROGRAM 1,000
    FLORENCE FULLER CHILD DEVELOPMENT CENTER
    200 NE 14TH STREET
    BOCA RATON,FL33432     		  PC SUPPORT PROGRAM 15,000
    FRIENDS 4 JESSICA FOUNDATION
    5901 EAST 300 SOUTH
    GREENFIELD,IN46140     		  PC SUPPORT PROGRAM 500
    GENNESARET FREE CLINICS
    615 NORTH ALABAMA STREET
    INDIANAPOLIS,IN46204     		  PC SUPPORT PROGRAM 3,500
    GEORGE G GLENNER ALZHEIMER'S FAMILY CENTERS INC
    2765 MAIN ST NO A
    CHULA VISTA,CA91911     		  PC SUPPORT PROGRAM 7,000
    GIRL SCOUTS OF CENTRAL INDIANA
    7201 GIRL SCOUT LANE
    INDIANAPOLIS,IN46214     		  PC SUPPORT PROGRAM 5,900
    GIRLS INC OF GREATER INDIANAPOLIS
    3935 N MERIDIAN STREET
    INDIANAPOLIS,IN46208     		  PC SUPPORT PROGRAM 2,500
    GLEANERS FOOD BANK OF INDIANA INC
    3737 WALDEMERE AVE
    INDIANAPOLIS,IN46241     		  PC SUPPORT PROGRAM AND HUNGER AND HEALTH FUNDRAISER 25,200
    GLICK FAMILY HOUSING FOUNDATION
    8801 RIVER CROSSING BLVD SUITE 200
    INDIANAPOLIS,IN46240     		  PC RESIDENT SUCCESS GRANT $1,875,000; SUCCESS CENTER GRANT $1,875,000; ANNUAL CONTRIBUTION $10,660,000 14,410,000
    GOODWILL OF CENTRAL AND SOUTHERN INDIANA
    1635 WEST MICHIGAN STREET
    INDIANAPOLIS,IN46222     		  PC SUPPORT PROGRAM 2,500
    GRASSROOT PROJECTS
    314 210TH CT SE
    SAMMAMISH,WA98074     		  PC SUPPORT PROGRAM 2,500
    GREENFIELD CENTRAL SCHOOL FOUNDATION
    110 W NORTH STREET
    GREENFIELD,IN46140     		  PC SUPPORT PROGRAM 500
    HABITAT FOR HUMANITY OF GREATER INDIANAP
    3135 N MERIDIAN STREET
    INDIANAPOLIS,IN46208     		  PC SUPPORT PROGRAM AND WOMENS'S BUILD 15,000
    HAMILTON SOUTHEASTERN YOUTH FOOTBALL INC
    12690 PROMISE ROAD
    FISHERS,IN460389606     		  PC SUPPORT MUDSOCK YOUTHS 2,500
    HANCOCK COUNTY HISTORICAL SOCIETY INC
    57 TAYLOR BROOK RD
    HANCOCK,VT05748     		  PC SUPPORT PROGRAM 500
    HEALTHY MOTHERS HEALTHY BABIES
    4601 LAKE WORTH ROAD
    GREENACRES,FL33463     		  PC SUPPORT PROGRAM 15,000
    HEARTLAND FILM INC
    1043 VIRGINIA AVE
    INDIANAPOLIS,IN46203     		  PC SUPPORT PROGRAM 10,000
    HEBREW IMMIGRANT AID SOCIETY(HIAS)
    1300 SPRING STREET
    SILVER SPRING,MD20910     		  PC SUPPORT PROGRAM 5,000
    HERITAGE PLACE
    4450 N ILLINOIS STREET
    INDIANAPOLIS,IN46208     		  PC SUPPORT PROGRAM 2,500
    HEROES FOUNDATION
    5309 NORTH DELAWARE STREET
    INDIANAPOLIS,IN46220     		  PC SUPPORT KILIMANJARO FUNDRAISER 8,000
    HERRON SCHOOL OF ART
    735 W NEW YORK STREET
    INDIANAPOLIS,IN46202     		  PC SUPPORT PROGRAM 2,000
    HISTORIC LANDMARKS FOUNDATION OF INDIANA
    1201 CENTRAL AVENUE
    INDIANAPOLIS,IN46202     		  PC SUPPORT PROGRAM 2,500
    HORIZON HOUSE INC
    1033 EAST WASHINGTON STREET
    INDIANAPOLIS,IN46202     		  PC SUPPORT PROGRAM 2,500
    HUMANE SOCIETY OF INDIANAPOLIS
    7929 N MICHIGAN ROAD
    INDIANAPOLIS,IN46268     		  PC SUPPORT PROGRAM 1,000
    HVAF OF INDIANA INC
    964 N PENNSYLVANIA STREET
    INDIANAPOLIS,IN46204     		  PC SUPPORT OPERA ALPHA FUNDRAISER 2,500
    INDIANA CENTER FOR PREVENTION OF YOUTH ABUSE
    4607 EAST 106TH STREET
    CARMEL,IN46033     		  PC SUPPORT PROGRAM 1,000
    INDIANA HISTORICAL SOCIETY
    450 WEST OHIO STREET
    INDIANAPOLIS,IN46204     		  PC SUPPORT PROGRAM 1,500
    INDIANA REPERTORY THEATRE
    140 W WASHINGTON STREET
    INDIANAPOLIS,IN46204     		  PC SUPPORT PROGRAM 5,000
    INDIANA SPORTS CORPORATION
    201 S CAPITAL AVE
    INDIANAPOLIS,IN46225     		  PC SUPPORT FUNDRAISER, ANNUAL CONTRIBUTION 20,000
    INDIANA STATE MUSEUM FOUNDATION
    650 W WASHINGTON STREET
    INDIANAPOLIS,IN46204     		  PC SUPPORT PROGRAM 2,000
    INDIANA UNIVERSITY FOUNDATION
    PO BOX 500
    BLOOMINGTON,IN47402     		  PC SUPPORT PROGRAM, WELL HOUSE SOCIETY, AND MAURER SCHOOL OF LAW 18,500
    INDIANA WOMEN IN NEED FOUNDATION
    PO BOX 30648
    INDIANAPOLIS,IN46220     		  PC SUPPORT PROGRAM 7,500
    INDIANA WOMENS AFFORDABLE HOUSING NETWORK INC
    410 MONON BLVD SUITE 350
    CARMEL,IN46032     		  PC SUPPORT PROGRAM 2,500
    INDIANAPOLIS ART CENTER
    820 E 67TH STREET
    INDIANAPOLIS,IN46220     		  PC SUPPORT LA KARMES FUNDRAISER 550
    INDIANAPOLIS CIVIC THEATRE
    3 CENTER GREEN STE 200
    INDIANAPOLIS,IN46032     		  PC SUPPORT PROGRAM 2,500
    INDIANAPOLIS CULTURAL TRAIL INC
    132 W WALNUT STREET
    INDIANAPOLIS,IN46204     		  PC SUPPORT PROGRAM 38,000
    INDIANAPOLIS DOWNTOWN INC
    SALESFORCE TOWER 111 MONUMENT
    CIRCLE
    INDIANAPOLIS,IN46204     		  PC SUPPORT PROGRAM 1,000
    INDIANAPOLIS FREEDOM SCHOOL PARTNERSHIP INC
    5805 E 56TH ST
    INDIANAPOLIS,IN46226     		  PC SUPPORT PROGRAM 4,000
    INDIANAPOLIS HEBREW CONGREGATION
    6501 N MERICIAN STREET
    INDIANAPOLIS,IN46260     		  PC IN HONOR OF RABBI BRETT KRICHIVER AND IN MEMORY OF JACK KLINE 1,500
    INDIANAPOLIS MUSEUM OF ART
    4000 MICHIGAN ROAD
    INDIANAPOLIS,IN46208     		  PC SUPPORT ART IN BLOOM AND CURRENT BUDGET 11,500
    INDIANAPOLIS OPERA COMPANY
    4011 N PENNSYLVANIA ST
    INDIANAPOLIS,IN46205     		  PC SUPPORT PROGRAM 2,000
    INDIANAPOLIS PARKS FOUNDATION
    615 N ALABAMA STREET STE 119
    INDIANAPOLIS,IN46237     		  PC SUPPORT PROGRAM 1,000
    INDIANAPOLIS PUBLIC LIBRARY FOUNDATION
    2450 N MERIDIAN STREET
    INDIANAPOLIS,IN46206     		  PC SUPPORT SUMMER READING PROGRAM 1,000
    INDIANAPOLIS SYMPHONY ORCHESTRA
    32 E WASHINGTON ST STE 600
    INDIANAPOLIS,IN46204     		  PC SUPPORT PROGRAM 10,000
    INDIANAPOLIS URBAN LEAGUE INC
    777 INDIANA AVE
    INDIANAPOLIS,IN46202     		  PC SUPPORT EQUAL OPPORTUNITY DAY 1,500
    INDIANAPOLIS ZOOLOGICAL SOCIETY
    1200 W WASHINGTON STREET
    INDIANAPOLIS,IN46222     		  PC SUPPORT PROGRAM 5,000
    INSTITUTE FOR QUALITY EDUCATION
    101 W OHIO STREET
    INDIANAPOLIS,IN46204     		  PC SUPPORT EDUCATION EXCELLENCE FUNDRAISER 10,000
    JAMESON CAMP
    2001 BRIDGEPORT ROAD
    INDIANAPOLIS,IN46231     		  PC SUPPORT FUNDRAISER 5,000
    JEWISH COMMUNITY CENTER ASSOCIATION OF INDIANAPOLIS
    6701 HOOVER ROAD
    INDIANAPOLIS,IN46260     		  PC SUPPORT PROGRAM 2,250
    JEWISH COMMUNITY CENTER OF ORANGE COUNTY
    1 FEDERATION WAY
    IRVINE,CA926030174     		  PC SUPPORT PROGRAM 7,500
    JEWISH FAMILY SERVICE OF SAN DIEGO
    8804 BALBOA AVE
    SAN DIEGO,CA92123     		  PC SUPPORT PROGRAM 2,000
    JEWISH FEDERATION AND FAMILY SERVICES OF ORANGE COUNTY
    1 FEDERATION WAY
    IRVINE,CA926030174     		  PC SUPPORT PROGRAM 7,500
    JEWISH FEDERATION OF GREATER INDIANAPOLIS
    6705 HOOVER ROAD
    INDIANAPOLIS,IN46260     		  PC SUPPORT PROGRAM 15,000
    JUNIOR ACHIEVEMENT OF CENTRAL INDIANA
    8395 KEYSTONE CROSSING STE 102
    INDIANAPOLIS,IN46240     		  PC SUPPORT PROGRAM 2,500
    KELLEY SCHOOL OF BUSINESS
    GODFREY CENTER 1275 E 10TH STREET
    BLOOMINGTON,IN47405     		  PC SUPPORT PROGRAM 2,000
    KENNETH BUTLER MEMORIAL SOUP KITCHEN INC
    202 E MAIN ST
    GREENFIELD,IN46140     		  PC SUPPORT PROGRAM 500
    KIDS DANCE OUTREACH INC
    456 N MERIDIAN STREET
    INDIANAPOLIS,IN46244     		  PC SUPPORT PROGRAM 2,500
    LAURA'S HOUSE
    12 JARIPOL CIRCLE
    LADERA RANCH,CA92694     		  PC SUPPORT PROGRAM 2,000
    LEUKEMIA & LYMPHOMA SOCIETY INC
    9075 N MERIDIAN ST SUITE 150
    INDIANAPOLIS,IN46260     		  PC SUPPORT PROGRAM 1,000
    LEUKEMIA AND LYMPHOMA SOCIETY OF AMERICA
    PO BOX 98018
    INDIANAPOLIS,IN200908018     		  PC SUPPORT PROGRAM 1,000
    LINK OBSERVATORY SPACE SCIENCE INSTITUTE
    629 E COLUMBINE LANE
    WESTFIELD,IN46074     		  PC SUPPORT PROGRAM 25,000
    LITTLE RED DOOR
    1801 NORTH MERIDIAN STREET
    INDIANAPOLIS,IN46202     		  PC SUPPORT PROGRAM 1,000
    MAKE-A-WISH FOUNDATION OF ORANGE COUNTY AND INLAND EMPIRE INC
    3230 EL CAMINO REAL SUITE 100
    IRVINE,CA92602     		  PC SUPPORT PROGRAM 7,500
    MARIAN UNIVERSITY
    3200 COLD SPRING ROAD
    INDIANAPOLIS,IN46222     		  PC SUPPORT ECOLAB 2,500
    MARTIN UNIVERSITY
    2186 NORTH SHERMAN DRIVE
    INDIANAPOLIS,IN46218     		  PC SUPPORT PROGRAMS AND EMPOWERING EXCELLENCE GALA 6,000
    MEALS ON WHEELS INC
    PO BOX 40969
    INDIANAPOLIS,IN462400969     		  PC SUPPORT PROGRAM 2,500
    MENTAL HEALTH ASSOCIATION IN INDIANA INC
    1431 N DELAWARE STREET
    INDIANAPOLIS,IN46202     		  PC SUPPORT PROGRAM 2,000
    MERVIS FAMILY FOUNDATION
    10000 SUMMERLAKES DRIVE
    CARMEL,IN46032     		  PC SUPPORT PROGRAM 5,000
    METHODIST HEALTH FOUNDATION
    1800 N CAPITAL AVE 6TH FL PO BOX
    7168
    INDIANAPOLIS,IN46207     		  PC SUPPORT PROGRAM 2,000
    METROPOLITAN MINISTRIES INC
    2002 NORTH FLORIDA AVENUE
    TAMPA,FL33602     		  PC SUPPORT PROGRAM 5,000
    MOTE MARINE LABORATORY INC
    1600 KEN THOMPSON PARKWAY
    SARASOTA,FL34236     		  PC SUPPORT PROGRAM 5,000
    MUJERES CONECTADAS INC
    2087 AUTUMN FAITH WAY
    AVON,IN461237291     		  PF SUPPORT LA KARMES FUNDRAISER 550
    MUSICAL THEATER VILLAGE INC
    36-C MAUCHLY
    IRVINE,CA92618     		  PC SUPPORT PROGRAM 5,000
    NATIONAL JUNIOR TENNIS LEAGUE
    911 E 86TH STREET
    INDIANAPOLIS,IN46240     		  PC SUPPORT NIGHT AT THE NET FUNDRAISER 2,500
    NEW HOPE FAMILY SHELTER INC
    PO BOX 154
    BLOOMINGTON,IN47403     		  PC SUPPORT PROGRAM 3,000
    NEXT GENERATION INITIATIVE INC
    11346 TALNUCK CIR
    FISHERS,IN46037     		  PC SUPPORT PROGRAM 10,000
    NLHA EDUCATION FUND
    1900 L STREET NW
    WASHINGTON,DC20036     		  PC CURRENT BUDGET 5,000
    NO 1 GREEN TOWNSHIP VOLUNTEER FIRE DEPARTMENT OF HANCOCK COUNTY
    8031 N STATE ROAD 9
    GREENFIELD,IN46140     		  PC SUPPORT PROGRAM 500
    NOBLE INC
    7701 E 21ST STREET
    INDIANAPOLIS,IN46219     		  PC SUPPORT PROGRAM 1,000
    NURTURING AMENITIES
    6534 CHARTWELL DRIVE
    VIRGINIA BEACH,VA23464     		  PC SUPPORT PROGRAM 1,500
    ONE PURPOSE SENIOR ADVENTURES INC
    12215 GOLDENEYES COURT
    FORT WAYNE,IN46845     		  PC SUPPORT FUNDRAISER 1,000
    OUR LADY OF MOUNT CARMEL CHURCH
    14598 OAK RIDGE ROAD
    CARMEL,IN46032     		  PC MERCIFUL HELP CENTER 2,500
    PARTNERS IN HOUSING DEVELOPMENT CORPORATION
    725 N PENNSYLVANIA ST
    INDIANAPOLIS,IN46204     		  PC SUPPORT PROGRAM 7,500
    PEACE LEARNING CENTER
    6040 DELONG ROAD
    INDIANAPOLIS,IN46254     		  PC SUPPORT PARTY IN THE PARK FUNDRAISER 2,500
    PERFORMING ARTS COMPANY OF LAGUNA WOODS VILLAGE
    PO BOX 2838
    LAGUNA HILLS,CA92654     		  PC SUPPORT PROGRAM 5,000
    PLANNED PARENTHOOD OF INDIANA INC
    200 SOUTH MERIDIAN STREET
    INDIANAPOLIS,IN46206     		  PC SUPPORT PROGRAM 5,000
    PROVIDENCE CRISTO REY HIGH SCHOOL
    75 N BELLEVIEW PL
    INDIANAPOLIS,IN46222     		  PC SUPPORT PROGRAM 50,000
    RAJEEV RAM FOUNDATION
    1310 E 96TH STREET
    INDIANAPOLIS,IN46240     		  PC DB DISCRETIONARY-SUPPORT 5,000
    RENEW INDIANAPOLIS INC
    202 E MARKET STREET
    INDIANAPOLIS,IN46204     		  PC SUPPORT PROGRAM 2,500
    RILEY CHILDREN'S FOUNDATION
    30 SOUTH MERIDIAN STREET
    INDIANAPOLIS,IN46204     		  PC SUPPORT PROGRAM 5,000
    RUTH LILLY CENTER FOR HEALTH EDUCATION
    3200 COLD SPRING RD
    INDIANAPOLIS,IN46222     		  PC SUPPORT PROGRAM 1,000
    SALK INSTITUTE FOR BIOLOGICAL STUDIES
    10010 N TORREY PINES ROAD
    LA JOLLA,CA92037     		  PC SUPPORT PROGRAM 2,000
    SAN DIEGO SENIORS COMMUNITY FOUNDATION
    626 TARENTO DRIVE
    SAN DIEGO,CA92106     		  PC SUPPORT PROGRAM 2,000
    SECOND HELPINGS INC
    1121 SOUTHEASTERN AVENUE
    INDIANAPOLIS,IN46202     		  PC SUPPORT PROGRAM, CORKS AND FORKS FUNDRAISER, AND TONIC BALL FUNDRAISER 29,000
    SHE EVENT INDY
    4464 RINGSTEAD WAY
    INDIANAPOLIS,IN46235     		  PC SUPPORT UNSTOPPABLE FUNDRAISER 2,500
    SOUTH ORANGE COUNTY COMMUNITY COLLEGE
    SADDLEBACK COLLEGE FOUNDATION PO
    BOX 3201
    MISSION VIEJO,CA92692     		  PC SUPPORT PROGRAM 10,000
    SOUTH ORANGE COUNTY COMMUNITY THEATRE
    31776 EL CAMINO REAL
    SAN JUAN CAPO,CA92675     		  PC SUPPORT CAMINO REAL PLAYHOUSE 5,000
    SUMMIT PERFORMANCE INDIANAPOLIS INC
    705 N ILLINOIS STREET
    INDIANAPOLIS,IN46204     		  PC SUPPORT PROGRAM 5,000
    SUSAN G KOMEN BREAST CANCER FOUNDATION
    3500 DEPAUW BOULEVARD STE 2070
    INDIANAPOLIS,IN46268     		  PC SUPPORT PROGRAM AND MORE THAN PINK WALK 17,500
    TEENWORKS INC
    PO BOX 441734
    INDIANAPOLIS,IN46244     		  PC SUPPORT PROGRAM 1,507,500
    TOURISM TOMORROW INC
    200 SOUTH CAPITOL AVENUE NO 300
    INDIANAPOLIS,IN46225     		  PC SUPPORT PROGRAM 4,000
    UNION FOR REFORM JUDAISM
    633 THIRD AVE 7TH FLR
    NEW YORK,NY10017     		  PC SUPPORT PROGRAM 55,000
    UNITED WAY OF CENTRAL INDIANA INC
    2955 N MERIDIAN STREET SUITE 300
    INDIANAPOLIS,IN46208     		  PC ANNUAL DONATION AND TO SUPPORT ANNUAL FUNDRAISER AND ELEVATE 280,600
    UNITED WAY OF NORTHWEST MICHIGAN
    2955 N MERIDIAN STREET SUITE 300
    TRAVERSE CITY,MI46208     		  PC SUPPORT PROGRAM 5,000
    USTAMIDWEST TENNIS & EDUCATION FOUNDATION
    1310 E 96TH STREET
    INDIANAPOLIS,IN46240     		  PC SUPPORT PROGRAM 5,000
    VENICE THEATRE INC
    140 WEST TAMPA AVENUE
    VENICE,FL34285     		  PC SUPPORT PROGRAM 10,000
    WFYI FOUNDATION INC
    1630 N MERIDIAN STREET
    INDIANAPOLIS,IN46202     		  PC SUPPORT IN READING/INFO SERVICES 6,000
    WHEELER MISSION MINISTRIES INC
    205 E NEW YORK STREET
    INDIANAPOLIS,IN46204     		  PC SUPPORT PROGRAM 2,500
    YOUNG AUDIENCES OF INDIANA
    546 E 17TH STREET STE 200
    INDIANAPOLIS,IN46202     		  PC SUPPORT PROGRAM AND ARTS FOR LEARNING 4,500
    YOUNG MEN'S CHRISTIAN ASSOCIATION
    615 N ALABAMA STREET STE 200
    INDIANAPOLIS,IN46204     		  PC SUPPORT PROGRAM 10,500
    ZIONSVILLE LIONS PARK
    PO BOX 252
    ZIONSVILLE,IN46077     		  PC IN MEMORY OF GEORGE TIKIJAN II 500
    Total .................................bullet 3a 17,254,975
    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 ...........     		    14 879,854  
    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 ............     		    18 5,535,634  
    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 15,121,520 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    15,121,520
    (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:
    EUGENE & MARILYN GLICK FOUNDATION
    EIN:
    35-1549707
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    KATZ, SAPPER & MILLER, LLP 8,300 0   0

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

    TY 2021 ExpenditureResponsibilityStmt
    Name:
    EUGENE & MARILYN GLICK FOUNDATION
    EIN:
    35-1549707
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    BLOOMINGTON CLASSICAL GUITAR SOCIETY
          		PO BOX 6181
    BLOOMINGTON,IN474076181     		2022-09-30 4,000 TO SUPPORT THE SOCIETY'S MISSION OF FOSTERING THE ART OF CLASSICAL GUITAR THROUGH PERFORMANCE, OUTREACH, AND EDUCATION. THE FUNDS HAVE NOT BEEN SPENT FOR PURPOSES OTHER THAN THE PURPOSE FOR WHICH THE GRANT WAS AWARDED.          

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    EUGENE & MARILYN GLICK FOUNDATION
    EIN:
    35-1549707
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABM INDUSTRIES 193,119 220,991
    ADVANCED MICRO 262,558 182,430
    ADYEN N.V. 400,965 236,732
    ALIGN TECHNOLOGY 184,930 145,135
    ALPHABET INC 244,401 440,699
    ALPHABET INC CL A 393,346 953,346
    ALPHABET INC CL C 17,895 87,247
    ALPHABET INC CL C 84,745 389,568
    AMAZON COM 801,414 618,242
    AMAZON COM INC 734,689 924,853
    AMAZON COM INC 115,685 239,419
    APPLE COMPUTER INC 70,185 532,908
    APPLIED MATERIAL INC 517,283 415,822
    APTIV PLC 317,034 331,809
    BANK OF AMERICA CORP 36,988 105,034
    BILL COM HOLDINGS 278,828 175,813
    BIOMARIN PHARMACEUTICAL 241,130 306,171
    BIOTECHNE CORP 215,568 200,576
    BLOCK INC 165,120 75,021
    CADENCE DESIGN SYSTEM 161,948 395,692
    CARLYLE GROUP 564,469 577,393
    CETIENE CORP 253,114 279,431
    CHINA HIGH PRECISION AUTOMATION 37,136 36,695
    CHIPOTLE MEXICAN GRILL 125,865 366,066
    CIGNA CORP 70,375 149,645
    CITIGROUP INC 53,716 52,767
    COLLIERS INTERNATIONAL 309,343 238,095
    CROWDSTRIKE HLDGS INC 318,743 161,180
    CUSHMAN & WAKEFIELD PLC 670,587 631,800
    DATADOG INC 249,656 128,826
    DEERE CO 266,573 313,110
    DEXCOM 217,092 395,817
    DIAMONDBACK ENERGY 80,194 118,416
    DOORDASH INC 203,441 69,318
    EDWARDS LIFESCIENCES 103,806 181,383
    EQUIFAX INC 260,022 262,502
    FERRARI NV 164,425 243,794
    FIDELITY NAWTL INFORMATION SVCS 91,457 50,806
    FISERV INC 179,976 245,663
    GENERAL ELEC CO 515,214 641,594
    GLOBANT SA 154,948 114,302
    HEICO CORP 291,977 322,148
    HOME DEPOT INC 270,178 361,897
    IBSTOCK PLC 246,666 209,394
    ILLUMINA INC 112,914 109,040
    INTERCONTINENTALEXCHANGE GROUP 146,759 263,735
    INTUITIVE SURGICAL INC 222,618 340,691
    KKR & CO 278,073 556,582
    LEHMAN BROTHERS 103,610 0
    LILLY ELI & CO 68,823 261,611
    LITTLEFUSE INC 515,679 562,020
    LOWES COMPANY INC 70,799 207,236
    LULULEMON ATHLETICA 237,660 251,005
    MARKETAXESS HOLDINGS INC 357,081 197,457
    MASTERCARD INC 71,894 169,290
    MASTERCARD INC 511,083 522,482
    MATCH GROUP INC 271,054 149,607
    MERCADOLIBRE INC 127,096 279,296
    MF GLOBAL 8,360 10
    MICROSOFT CORP 744,467 1,525,737
    MICROSOFT CORP 487,464 749,346
    MICROSOFT CORP 215,731 408,224
    MONDELEZ INTL INC 46,653 73,695
    MONGODB INC 151,607 103,829
    MONOLITHIC POWER SYSTEMS 129,245 145,145
    MOTOROLA SOLUTIONS 170,806 348,960
    NICE LTD 334,191 322,905
    PALO ALTO NETWORKS INC 50,919 203,880
    PARK HOTELS AND RESORTS 227,565 206,371
    PAYPAL HOLDINGS 267,978 220,567
    PAYPAL HOLDINGS INC 59,260 60,376
    PIONEER NAT RES CO 89,378 132,155
    PREMIUM BRANDS HLDG 586,324 461,662
    PROGRESSIVE CORP 291,476 302,623
    QORVO INC 615,169 553,319
    SALESFORCE COM 1,032,954 677,217
    SALESFORCE COM INC 115,202 240,375
    SBA COMMUNICATIONS 300,439 272,363
    SDIPTECH AB SHS 888,827 464,718
    SERVICENOW INC 159,390 305,981
    SHERWIN WILLIAMS COMPANY 149,801 334,400
    SIMPLY GOOD FOODS CO 59,834 99,750
    SKYWORKS SOLUTIONS 491,932 453,908
    SNOWFLAKE INC 223,963 134,326
    SPOTIFY TECHNOLOGY 464,155 166,623
    TELEDYNE TECH INC 271,165 294,070
    TRANSDIGM GROUP 728,644 866,702
    UNION PAC CORP 213,344 346,583
    UNITED HEALTH GROUP 260,410 532,970
    UNITEDHEALTH GROUP 182,498 558,715
    VISA INC 450,527 851,725
    VISA INC 491,917 517,112
    VISA INC 136,849 291,865
    WARNER MUSIC GROUP 248,485 234,407
    WASTE CONNECTIONS INC 193,152 400,121
    ZEBRA TECHNOLOGIES 129,160 200,548
    ZOOM INFO TECHNOLOGIES 262,492 149,006

    TY 2021 InvestmentsOtherSchedule2
    Name:
    EUGENE & MARILYN GLICK FOUNDATION
    EIN:
    35-1549707
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    1607 CAPITAL AT COST 22,937,473 19,227,041
    ABRY ADVANCED SECURITIES FUND AT COST 3,659,095 4,690,628
    ACCOLADE PARTNERS AT COST 8,559,150 8,920,237
    ACREW CAPITAL FUND AT COST 2,426,040 3,565,138
    ARCM FEEDER FUND AT COST 5,000,000 7,205,235
    ARROWSTREET INVESTMENT TRUST AT COST 22,394,456 25,851,226
    ATHANOR INTERNATIONAL FUND AT COST 2,012,923 471,221
    AVIDITY CAPITAL OFFSHORE FUND AT COST 6,500,000 6,854,435
    BAIN CAPITAL FUND AT COST 2,864,904 2,964,623
    BANK OF AMERICA - GRANDE AT COST 409,266 409,266
    BANK OF AMERICA - SELF DIRECTED AT COST 6,384,093 6,384,093
    BANK OF AMERICA - WELLS LARGE CAP AT COST 642,606 642,606
    BASE 10 PARTNERS II LP AT COST 2,001,601 2,906,408
    BAXTER STREET OFFSHORE FUND AT COST 11,000,000 16,109,960
    BIOTRACK CAPITAL FUND AT COST 213,804 243,368
    BRECKINRIDGE CAPITAL AT COST 31,542,744 28,234,399
    CAMBER CAPITAL OFFSHORE FUND AT COST 6,000,000 4,807,253
    DIAMETER OFFSHORE FUND AT COST 7,000,000 10,708,862
    DIGITAL ALPHA FUND AT COST 1,442,754 1,479,004
    DORSAL CAPITAL PARTNERS AT COST 4,500,000 5,956,694
    EDGBASTON ASIAN EQUITY AT COST 13,918,749 11,252,592
    ENCAP FLATROCK AT COST 1,214,714 1,214,714
    GARDA FIRVOF AT COST 8,000,000 8,927,983
    GOLDMAN SACHS CAPITAL PARTNERS AT COST 781,725 371,299
    GQG PARTNERS EMERGING MARKETS AT COST 7,336,592 12,091,813
    GSO MEZZANINE FUND AT COST 62,646 82,433
    HBK MERGER STRATEGIES OFFSHORE FUND AT COST 4,000,000 7,409,807
    HERON CAPITAL LLC AT COST 294,797 294,797
    ISAM SYSTEMATIC TREND AT COST 1,000,045 3,861,686
    JANCHOR PARTNERS OPPORTUNITIES OFFSHORE FUND AT COST 3,273,782 4,104,763
    LAKEWOOD CAPITAL OFFSHORE FUND AT COST 2,000,000 4,396,283
    LEVEL EQUITY GROWTH FUND AT COST 917,149 772,786
    LITTLEJOHN FUND VI LP AT COST 1,241,458 1,241,458
    LUMINATE CAPITAL PARTNERS AT COST 1,187,539 1,746,901
    MANGROVE PARTNERS FUND AT COST 2,866,545 6,894,988
    MOONRISE CHINA PARTNERS AT COST 3,463,203 4,839,547
    MVM LP AT COST 2,162,540 2,945,492
    NBI SUBORDINATED NOTE AT COST 1,000,000 1,000,000
    NITORUM OFFSHORE FUND AT COST 6,455,000 6,303,736
    OCTAGON INVESTMENTS OFFSHORE FUND AT COST 3,000,000 1,843,791
    ONE WILLIAMS STREET AT COST 1,000,000 1,680,898
    OTHER AT COST 341,989 941,016
    PARAMETRIC GLOBAL DEFENSIVE EQUITY FUND AT COST 2,958,177 3,026,630
    ROARK CAPITAL AT COST 3,271,886 5,617,117
    ROW DIVERSIFIED OFFSHORE FUND AT COST 2,358,803 4,100,051
    RTW INNOVATION FUND AT COST 4,000,000 2,976,806
    SCULPTOR REAL ESTATE FUND AT COST 1,039,682 974,115
    STATE OF ISRAEL SECURITIES AT COST 3,500,000 3,391,430
    TIGER GLOBAL OPPORTUNITIES FUND AT COST 7,000,000 4,472,523
    TRUE GREEN CAPITAL AT COST 3,006,332 2,215,005
    VALAR FUND VI AT COST 1,917,090 4,509,585
    VALAR FUND VII AT COST 3,213,852 1,974,654
    VALAR VELOCITY FUND AT COST 1,001,968 2,069,510
    VORTUS INVESTMENTS II LP AT COST 1,505,717 2,996,588
    VULCAN VALUE FUND AT COST 234,629 234,629
    WELLINGTON DURABLE COMPANIES AT COST 18,770,214 22,264,614
    WELLINGTON US RESEARCH EXTENDED FUND AT COST 12,640,993 30,007,644
    YIHENG CAPITAL OFFSHORE PARTNERS AT COST 6,000,000 5,299,788

    TY 2021 LegalFeesSchedule
    Name:
    EUGENE & MARILYN GLICK FOUNDATION
    EIN:
    35-1549707
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BARNES & THORNBURG 390 0   0
    FAEGRE DRINKER BIDDLE & REATH 11,019 0   0
    ICE MILLER 1,357 0   0


    TY 2021 OtherExpensesSchedule
    Name:
    EUGENE & MARILYN GLICK FOUNDATION
    EIN:
    35-1549707
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MISCELLANEOUS EXPENSES 21,855 0   0
    DUES & SUBSCRIPTIONS 22,332 0   0


    TY 2021 OtherIncomeSchedule2
    Name:
    EUGENE & MARILYN GLICK FOUNDATION
    EIN:
    35-1549707
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MISCELLANEOUS 2,782,790 2,782,790 2,782,790
    INVESTMENT IN PARTNERSHIP 2,810,655 2,810,655 2,810,655


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    EUGENE & MARILYN GLICK FOUNDATION
    EIN:
    35-1549707
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PARTNERSHIP EXPENSES 1,851,606 1,851,606   0
    VOX GLOBAL 64,000 64,000   0
    BANK OF AMERICA 403,274 403,274   0
    CAMBRIDGE ASSOCIATES LLC 609,901 609,901   0
    NATIONAL CENTER FOR FAMILY PHILANTHROPY 7,475 7,475   0
    21/64 INC 13,628 13,628   0
    STRATTEN 15,000 15,000   0
    WILLIS 15,000 15,000   0
    TRENDY MINDS 35,779 35,779   0
    GGMC 275,000 275,000   0


    TY 2021 TaxesSchedule
    Name:
    EUGENE & MARILYN GLICK FOUNDATION
    EIN:
    35-1549707
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 211,358 0   0
    FOREIGN TAX 258,700 258,700   0