Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
Name of foundation
Christel DeHaan Family Foundation Inc
 
% MARK WILLIS
Number and street (or P.O. box number if mail is not delivered to street address)10 W Market Street Ste 1990
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Indianapolis, IN46204
A Employer identification number

35-1939960
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$52,473,997J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 195,503 195,503  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 4,605,109
b Gross sales price for all assets on line 6a 13,699,470
7 Capital gain net income (from Part IV, line 2)... 4,605,109
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
List of Attached Documents:
// Content
3,564 3,552  
12 Total. Add lines 1 through 11........ 4,804,176 4,804,164  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 137,022     137,022
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 15,395     15,395
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
1,512 0 0 1,428
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
16,656 12,492 0 4,164
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
76,177     11,177
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
2,517    
20 Occupancy.............. 37,469 2,998   34,471
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
21,276 4,762   16,514
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 308,024 20,252 0 220,171
25 Contributions, gifts, grants paid....... 3,522,750 3,522,750
26 Total expenses and disbursements. Add lines 24 and 25 3,830,774 20,252 0 3,742,921
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 973,402
b Net investment income (if negative, enter -0-) 4,783,912
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 26,269,142 52,141,045 52,415,272
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 24,895,984 Click to see attachment
List of Attached Documents:
// Content
0 		58,725
14 Land, buildings, and equipment: basis right arrow61,002
Less: accumulated depreciation (attach schedule) right arrow61,002 2,517    
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 51,167,643 52,141,045 52,473,997
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
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 51,167,643 52,141,045
29 Total net assets or fund balances (see instructions)..... 51,167,643 52,141,045
30 Total liabilities and net assets/fund balances (see instructions). 51,167,643 52,141,045
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
51,167,643
2
Enter amount from Part I, line 27a .....................
2
973,402
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
52,141,045
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
52,141,045
Form 990-PF (2022)
Form 990-PF (2022)
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 NORTHERN TRUST      
b ALTERNATIVE INVESTMENTS     2022-01-01
c NORTHERN TRUST      
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 0   243 -243
b 10,840,184   6,044,323 4,795,861
c 2,859,286   3,049,795 -190,509
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       -243
b       4,795,861
c       -190,509
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 4,605,109
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 (2022)
Form 990-PF (2022)
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 right arrow 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) 1 66,496
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 66,496
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 66,496
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 59,674
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 30,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 89,674
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 23,178
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow23,178 Refundedright arrow 11  
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowIN
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 2022 or the taxable year beginning in 2022? 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 (2022)
Form 990-PF (2022)
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 instructionsClick to see attachment
List of Attached Documents:
// Content
.................
12
Yes
 
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowMARK WILLIS Telephone no.right arrow (317) 464-2022

Located atright arrow10 W MARKET ST 1990INDIANAPOLISIN ZIP+4right arrow46204
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, 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 right arrow
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2022? .............
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
BONNIE EGERTONClick to see attachment
List of Attached Documents:
// Content
TREASURER
8.0 		0 0 0
10 W Market Street Ste 1990
Indianapolis,IN46204
TIMOTHY E DEHAANClick to see attachment
List of Attached Documents:
// Content
VICE PRESIDENT
1.0 		0 0 0
10 W Market Street Ste 1990
Indianapolis,IN46204
KEITH A DEHAANClick to see attachment
List of Attached Documents:
// Content
VICE PRESIDENT
1.0 		0 0 0
10 W Market Street Ste 1990
Indianapolis,IN46204
CHERYL J WENDLINGClick to see attachment
List of Attached Documents:
// Content
CHAIR
5.0 		0 0 0
10 W Market Street Ste 1990
Indianapolis,IN46204
MARK WILLISClick to see attachment
List of Attached Documents:
// Content
PRESIDENT AND CIO
5.0 		0 0 0
10 W Market Street Ste 1990
Indianapolis,IN46204
MELYNNE KLAUSClick to see attachment
List of Attached Documents:
// Content
SECRETARY
24.0 		137,022 15,395 0
10 W Market Street Ste 1990
Indianapolis,IN46204
HELEN SMALLClick to see attachment
List of Attached Documents:
// Content
CHAIR, GOVERNANCE COMMITTEE
1.0 		0 0 0
10 W Market Street Ste 1990
Indianapolis,IN46204
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
 
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2022)
Form 990-PF (2022)
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
 
Total number of others receiving over $50,000 for professional services.............right arrow  
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.........................right arrow  
Form 990-PF (2022)
Form 990-PF (2022)
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
51,545,896
b
Average of monthly cash balances.......................
1b
1,958,906
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
53,504,802
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
53,504,802
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
802,572
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
52,702,230
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,635,112
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
2,635,112
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
66,496
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
66,496
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,568,616
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
2,568,616
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
2,568,616
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
3,742,921
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
3,742,921
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 2,568,616
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 0
b Total for prior years:2020, 2019, 2018 0
3 Excess distributions carryover, if any, to 2022:
a From 2017......  
b From 2018......  
c From 2019...... 119,241
d From 2020...... 213,396
e From 2021......  
f Total of lines 3a through e ........ 332,637
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 3,742,921
a Applied to 2021, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2022 distributable amount..... 2,568,616
e Remaining amount distributed out of corpus 1,174,305
5 Excess distributions carryover applied to 2022.    
(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 1,506,942
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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2017 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		1,506,942
10 Analysis of line 9:
a Excess from 2018....  
b Excess from 2019.... 119,241
c Excess from 2020.... 213,396
d Excess from 2021....  
e Excess from 2022.... 1,174,305
Form 990-PF (2022)
Form 990-PF (2022)
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 2022, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
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).)
NA
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NA
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
M KLAUS DIRECTOR OF GRANT PROGRAMs
10 W MARKET STREET 1990
INDIANAPOLIS,IN46204
(317) 464-2038
bThe form in which applications should be submitted and information and materials they should include:
LETTER OF INQUIRY
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
K-12 EDUCATION IN INDIANA AND ARTS CULTURE IN INDIANAPOLIS AS WELL AS OTHER DISCRETIONARY GRANTS
Form 990-PF (2022)
Form 990-PF (2022)
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

Actors Theatre of Indiana

510 3rd Ave SW
Carmel,IN46032 		NONE PC General Operating Support 36,000

American Cabaret Theatre

121 Monument Circle Ste 516
Indianapolis,IN46204 		NONE PC General Operating Support - C.DEHAAN INT'L SERIES 75,000

American Civil Liberties Union of Indiana Fdtn

1031 E Washington Street
Indianapolis,IN46202 		NONE PC General Operating Support 50,000

American Pianist Assoc

4603 Clarendon Road Suite 030
Indianapolis,IN46208 		NONE PC General Operating Support 80,000

ArtMix Inc

1505 N Delaware St
Indianapolis,IN46202 		NONE PC Summer Youth Program 6,500

ASANTE CHILDREN'S THEATRE INC

502 N TREMONT
Indianapolis,IN46222 		NONE PC General Operating Support 25,000

Arts Council of Indianapolis

924 North Pennsylvania St
Indianapolis,IN46204 		NONE PC DeHaan Artist of Distinction Award 111,000

Arts for Learning

3921 N Meridian Street Ste 210
Indianapolis,IN46208 		NONE PC General Operating Support - CHS Programming 30,000

Big Car Media Inc

615 N Alabama Street Suite 119
Indianapolis,IN46204 		NONE PC General Operating Support 30,000

Booth Tarkington Civic Inc

3 Center Green 300
Carmel,IN46032 		NONE PC General Operating Support 45,000

Central Indiana Community Foundation

615 N Alabama Street
Indianapolis,IN46204 		NONE PC general operating support 5,000

Christel House International

10 West Market Street Ste 1990
Indianapolis,IN46204 		NONE PC General Operating support - CH Indianapolis 30,000

Conner Prairie Museum Inc

13400 Allisonville Rd
Fishers,IN46038 		NONE PC Museum Theatre Program 30,000

Dance Kaleidoscope

4603 Clarendon Road
Indianapolis,IN46208 		NONE PC Professional Company Productions support 100,000

Delta Waterfowl Foundation-NE Indiana

1845 W Maumee St
Angola,IN46703 		NONE PC HuntR3 Initiative 1,000,000

Delta Waterfowl Foundation-NE Indiana

1845 W Maumee St
Angola,IN46703 		NONE PC Annual Fund Raiser NE IN Chapter 30,000

Delta Waterfowl Foundation-NE Indiana

1845 W Maumee St
Angola,IN46703 		NONE PC GOS Annual Fund Raiser 6,250

Emma Willard School

285 Pawling Ave
Troy,NY12180 		NONE PC Support of Claire Mangus Kleiner Scholarship 5,000

Fractured Atlas

248 W 35th Street
New York,NY10001 		NONE PC Artrageous with Nate Support 30,000

Gabriel Project

5455 W 86th St 121
Indianapolis,IN46268 		NONE PC General Operating Support 1,500

Great American Songbook Foundation

1 Center Green
Carmel,IN46032 		NONE PC General Operating Support - American Songbook Academy 15,000

Harrison Center for the Arts

1505 North Delaware Street
Indianapolis,IN46202 		NONE SO I General Operating Support 50,000

Heartland Film

1043 Virginia Ave 2
Indianapolis,IN46203 		NONE PC General Operating Support 40,000

Humane Society of Indianapolis

7929 Michigan Road
Indianapolis,IN46268 		NONE PC General Operating Support 2,000

Indiana Performing Arts Centre Inc

401 E Michigan St
Indianapolis,IN46204 		NONE PC Summer Youth Program 2,000

Indiana Repertory Theatre Inc

140 West Washington Street
Indianapolis,IN46204 		NONE PC General Operating Support 75,000

Indiana State Museum Foundation

650 West Washington Street
Indianapolis,IN46204 		NONE PC Summer Youth Program 4,000

Indiana University Foundation

PO Box 1847
Bloomington,IN47402 		NONE PC Summer Youth Program 5,000

Indianapolis Art Center

820 E 67th Street
Indianapolis,IN46220 		NONE PC Summer Youth Program 5,000

Indianapolis Ballet Inc

502 N Capitol Avenue Ste B
Indianapolis,IN46204 		NONE PC General Operating Support 35,000

Indianapolis Chamber Orchestra

4603 Clarendon Road
Indianapolis,IN46208 		NONE PC General Operating Support 60,000

Indianapolis Children's Choir

4600 Sunset Avenue
Indianapolis,IN46208 		NONE PC General Operating Support 45,000

Indianapolis Dance Company

329 Gradle Drive
Carmel,IN46032 		NONE PC General Operating Support 45,000

Indianapolis Museum of Art

4000 Michigan Road
Indianapolis,IN46208 		NONE PC General Operating Support 40,000

Indianapolis Opera Company

4011 N Pennsylvania Street
Indianapolis,IN46205 		NONE PC General Operating Support 35,000

Indianapolis Shakespeare Company

4600 Sunset Avenue
Indianapolis,IN46208 		NONE PC General Operating Support 35,000

Indianapolis Symphonic Choir

4600 Sunset Avenue
Indianapolis,IN46208 		NONE PC General Operating Support 25,000

Indianapolis Symphony Society

45 Monument Circle
Indianapolis,IN46208 		NONE PC General Operating Support 125,000

Indianapolis Theatre Fringe Festival

719 E St Clair Street
Indianapolis,IN46202 		NONE PC General Operating Support 45,000

Indianapolis Zoological Society

PO Box 22309
Indianapolis,IN46222 		NONE PC Conservation Efforts 30,000

Indy Jazz Fest Foundation Inc

PO Box 20857
Indianapolis,IN46220 		NONE PC General Operating Support - IN Jazz Fest 15,000

IndyBaroque Music Inc

401 E Michigan Street
Indianapolis,IN46204 		NONE PC General Operating Support 15,000

International Center

One Indiana Square Suite 2000
Indianapolis,IN46204 		NONE SO I Sponsor Support of Festival Fund Citizen of YR 10,000

International Violin Competition of Indianapolis

32 E Washington Street Ste 1320
Indianapolis,IN46204 		NONE PC General Operating Support and Support for Commissioned Work 60,000

Ivy Tech Foundation

50 W Fall Creek Parkway N Dr
Indianapolis,IN46208 		NONE PC General Operating Support 10,000

Just People Inc

1412 Oakbrook Dr
Norcross,GA30093 		NONE PC General Operating Support - Honor of Kurt Freihofer 10,000

Kids Dance Outreach

456 N Meridian St 44801
Indianapolis,IN46244 		NONE PC Summer Youth Program 7,500

Lambda Legal Defense & Education Fund Inc

Midwest Regional Office 105 West A
Chicago,IL60603 		NONE PC IN Honor Benefit Event 5,000

Madame Walker Legacy Center

617 Indiana Ave
Indianapolis,IN46202 		NONE PC Summer Youth Program 6,000

Marian University

3200 Cold Spring Rd
Indianapolis,IN46222 		NONE PC General Operating Support - Scholarship: Women of Marian Society 7,000

OVAR Coming Together

2625 N Meridian Street Suite 108
Indianapolis,IN46208 		NONE PC General Operating Support 2,500

Partnerships for Lawrence

4437 N Franklin Road
Lawrence,IN46226 		NONE PC Summer Youth Program 6,500

Philharmonic Orchestra of Indianapolis Inc

32 E Washington Street Ste 950
Indianapolis,IN46204 		NONE PC Summer Youth Program 7,000

Phoenix Theatre Inc

749 N Park Ave
SUITE 100
Indianapolis,IN46202 		NONE PC General Operating Support 50,000

Planned Parenthood of Indiana

PO Box 397
Indianapolis,IN46206 		NONE PC General Operating Support 50,000

River West Theater dba Fonseca Theatre

2508 W MICHIGAN STREET
Indianapolis,IN46222 		NONE PC General Operating Support 15,000

River West Theater dba Fonseca Theatre

2508 W MICHIGAN STREET
Indianapolis,IN46222 		NONE PC Summer Youth Program 2,500

School on Wheels Corp

2815 E 62nd St Ste 200
Indianapolis,IN46220 		NONE PC Summer Youth Program 6,000

Second Presbyterian Church

7700 North Meridian Street
Indianapolis,IN46260 		NONE PC General Operating Support 6,000

Step-Up Inc

4755 Kingsway Drive Suite 105
Indianapolis,IN46205 		NONE PC General Operating Support 25,000

PACE Inc

2855 N Keystone Ave 170
Indianapolis,IN46218 		NONE PC General Operating Support 25,000

St John Evangelist Catholic Church Indianapolis

126 W Georgia St
Indianapolis,IN46225 		NONE PC Homeless Meals 2,000

St Louis de Montfort Catholic Church

11441 Hague Rd
Fishers,IN46038 		NONE PC Annual Stewardship Program 1,200

St Vincent Hospital Foundation

1600 23rd St
Indianapolis,IN47421 		NONE PC Healing Arts Program 10,000

Book Trust

191 University Blv Ste 527
Denver,CO80205 		NONE PC General Operating Support 5,000

Heart of Phoenix Equine Rescue

PO Box 81
Shoals,WV25562 		NONE PC General Operating Support - Memory of Chris Arnett 2,500

Indiana University Foundation

PO Box 1847
Bloomington,IN47402 		NONE PC IU Jacobs School of Music performances in Indy 60,000

Mercy Corps

45 S Ankeny St
Portland,OR97204 		NONE PC Memory of CD Support work in Ukraine 150,000

Misfit Toys Rescue Division Inc

4725 Hwy 150
Palmyra,IN47164 		NONE PC General Operating Support 5,000

National Wild Turkey Federation

770 Augusta Road
Edgefield,SC29824 		NONE PC Pokagon Long Beards Chapter Fundraiser 18,000

Nature Conservancy Inc

4245 North Fairfax Drive Suite 100
Arlington,VA22203 		NONE PC General Operating Support 6,250

Northwestern Memorial Healthcare

541 N Fairbanks Ct Rm 1630
Chicago,IL60611 		NONE PC Employee Crisis Assistance Fund 5,000

Operation Homefront

1355 Central Parkway S
Ste 100
San Antonio,TX78232 		NONE PC Central Indiana Veterans and Families 15,000

Steuben County Community Foundation

1701 N Wayne St
Angola,IN46703 		NONE PC Pass thru to Town of Orland Police Dept Support 7,000

Summer Stock Stage

PO Box 301121
Indianapolis,IN46240 		NONE PC General Operating Support 35,000

Symphonic Youth Orchestra

4888 Auburn Ford
Greenwood,IN46142 		NONE PC Summer Youth Program 2,000

Teacher's Treasurer

1800 E 10th St
Indianapolis,IN46201 		NONE PC Sponsor Dream Big Event 1,250

The Children's Museum of Indianapolis

3000 N Meridian Street
Indianapolis,IN46208 		NONE PC Lilly Theatre Productions Support 25,000

United Way of Central Indiana

3901 N Meridian St
Indianapolis,IN46208 		NONE PC 2023 Tocqueville Society 10,000

Village of Merici Inc

5707 Lawton Loop East Dr Box 22
Indianapolis,IN46216 		NONE PC Capital Campaign & General Operating Support 20,000

WFYI Public Media

1630 N Meridian Street
Indianapolis,IN46202 		NONE PC Arts Programming 50,000

Wheeler Mission Ministries

205 E New York St
Indianapolis,IN46204 		NONE PC Center for Women and Children & General Operating Support 11,000

Womens Care Center

4901 W 86th St
Indianapolis,IN46208 		NONE PC General Operating Support & Indy Care Center 4,300

Young Actors Theatre

401 E Michigan St
Indianapolis,IN46204 		NONE PC General Operating Support 15,000

Arts Council of Indianapolis

924 North Pennsylvania St
Indianapolis,IN46204 		NONE PC 2022 Start with Art Event 7,500

Athenaeum Foundation Inc

401 E Michigan St
Indianapolis,IN46204 		NONE PC 2022 Sponsorship - General Operating Support 5,000

Benjamin Harris Presidential Site

1230 N Delaware Street
Indianapolis,IN46202 		NONE PC 2022 Candlelight Theatre Series Support 5,000

Butler University

4600 Sunset Avenue
Indianapolis,IN46208 		NONE PC Program services and lessons for Manual HS Students 10,000

Cathedral High School-Cathedral Trustees Inc

5225 East 56th St
Indianapolis,IN46226 		NONE PC 50% Shamrauction 50% Choir searson 10,000

Children's TheraPlay Foundation

9919 Towne Road
Carmel,IN46032 		NONE PC General Operating Support 2,000

Classical Music Indy

1630 N Meridian Street Ste 440
Indianapolis,IN46202 		NONE PC General Operating Support 5,000

Early Music Associates

PO Box 734
Bloomington,IN47402 		NONE PC General Operating Support of Alchymy Viols 3,500

Eiteljorg Museum of American Indians & Western

500 West Washington Street
Indianapolis,IN46204 		NONE PC Two Week Virtual Indian Market & Festival 5,000

Festival Music Society of Indiana

3646 Bay Road South Dr
Indianapolis,IN46240 		NONE PC General Operating Support 5,000

Indiana Historical Society

450 W Ohio St
Indianapolis,IN46202 		NONE PC General Operating Support - Theatre Program 5,000

Indianapolis Art Center

820 E 67th Street
Indianapolis,IN46220 		NONE PC 50th Anniversary Broad Ripple Art Fair 5,000

Indianapolis Marion County Public Library

2450 N Meridian Street
Indianapolis,IN46206 		NONE PC 2022 Meet the Artist Initiative 5,000

Indianapolis Men's Chorus

PO Box 414
Indianapolis,IN46206 		NONE PC 2022-2023 Season 5,000

Indianapolis Opera Company

4011 N Pennsylvania Street
Indianapolis,IN46205 		NONE PC GOS IN Distri t Metro Laffont Competition M of CD 3,000

Indianapolis Women's Chorus Inc

4550 Central Ave
Indianapolis,IN46205 		NONE PC General Operating Support 3,000

Indianapolis Zoological Society

PO Box 22309
Indianapolis,IN46222 		NONE PC 2023 Indy Prize Event 10,000

Indianapolis-Liederkranz

1417 E Washington Street
Indianapolis,IN46201 		NONE PC General Operating Support - Repairs for Basement 20,000

Jewish Community Center of Indianapolis

6701 Hoover Road
Indianapolis,IN46260 		NONE PC 2021 Ann Katz Festival of Books and Arts sponsor 5,000

Memorial Sloan-Kettering Cancer Center

1275 York Avenue
New York,NY10065 		NONE PC KEM Biliary Tree Cancer Fund 5,000

Spoleto Festival

14 George Street PO Box 157
Charleston,SC29402 		NONE PC General Operating Support 15,000

St Mary of Immaculate Conception

311 N New Jersey St
Indianapolis,IN46204 		NONE PC Save the Steeples 10,000

Storefront Theatre of Indianapolis

11932 Gatwick View Drive
Fishers,IN46037 		NONE PC General Operating Support 5,000

Summit Performance Indianapolis

705 N Illinois St
Indianapolis,IN46204 		NONE PC General Operating Support 5,000

The Indiana Aids Fund

429 E Vermont St
Indianapolis,IN46202 		NONE PC 2022 Spotlight Event Sponsorship 5,000

The New Harmony Project

PO Box 441062
Indianapolis,IN46244 		NONE PC General Operating Support 5,000

The Sapphire Theatre Company Inc

PO Box 44122
Indianapolis,IN46244 		NONE PC General Operating Support 5,000

Timothy Mooney Repertory Theatre

935 Pinetree Cir S
Buffalo Grove,IL60089 		NONE PC General Operating Support 10,000

University of Indianapolis

1400 E Hanna Avenue
Indianapolis,IN46227 		NONE PC GIS Indy Quartet 10,000

USA International Harp Competition

PO Box 5008
Bloomington,IN47407 		NONE PC General Operating Support 2,500

Venice Theatre

140 West Tampa Avenue
Venice,FL34285 		NONE PC Hurricane Ian recovery support 3,000

Visual Impaired

3921 N Meridian Street Ste 210
Indianapolis,IN46208 		NONE PC eVision Art 2,500

Indianapolis Symphony Society

45 Monument Circle
Indianapolis,IN46208 		NONE PC General Operating Support 75,000
Total .................................right arrow 3a 3,522,750
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2022)
Form 990-PF (2022)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 195,503  
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 4,605,109  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		    14 3,564  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   4,804,176  
13Total. Add line 12, columns (b), (d), and (e)..................
13
4,804,176
(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 (2022)
Form 990-PF (2022)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2022 AccountingFeesSchedule
Name:
Christel DeHaan Family Foundation Inc
EIN:
35-1939960
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 16,656 12,492   4,164

TY 2022 CompensationExplanation
Name:
Christel DeHaan Family Foundation Inc
EIN:
35-1939960
Person Name Explanation
MELYNNE KLAUS MELYNNE KLAUS IS THE VICE CHAIR AND ASSISTANT SECRETARY. HOWEVER, SHE IS NOT COMPENSATED FOR THESE SERVICES. SHE IS COMPENSATED FOR HER ROLE AS EXECUTIVE DIRECTOR.

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

TY 2022 DepreciationSchedule
Name:
Christel DeHaan Family Foundation Inc
EIN:
35-1939960
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

TY 2022 InvestmentsOtherSchedule2
Name:
Christel DeHaan Family Foundation Inc
EIN:
35-1939960
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BLACKSTONE PARK AVENUE FUND   0 58,725
BLACKSTONE IF NONTAXABLE LP   0 0
PESO FUND III   0 0
NTPEF IV   0 0
PE CASH   0 0
KNIGHTHEAD REAL ESTATE II   0 0
NT PE V   0 0
PASSIVE LADDER   0 0
ABERDEEN (FLAG)   0 0
PESO FUND II   0 0
NT PE VI   0 0
AEW   0 0
NTPEF VII   0 0
SPONSOR BACK CF   0 0
VAN ULTRA SHORT BOND   0 0

TY 2022 LegalFeesSchedule
Name:
Christel DeHaan Family Foundation Inc
EIN:
35-1939960
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 1,512     1,428


TY 2022 OtherExpensesSchedule
Name:
Christel DeHaan Family Foundation Inc
EIN:
35-1939960
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
STAFF COSTS 131     131
POSTAGE 116     116
OFFICE EXPENSES 1,056     1,056
DUES & SUBSCRIPTIONS 2,030     2,030
INSURANCE 2,341     2,341
TELEPHONE 280     280
SOFTWARE MAINTENANCE 10,560     10,560
PARTNERSHIP EXPENSE 4,762 4,762    


TY 2022 OtherIncomeSchedule2
Name:
Christel DeHaan Family Foundation Inc
EIN:
35-1939960
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 3,564 3,552  


TY 2022 TaxesSchedule
Name:
Christel DeHaan Family Foundation Inc
EIN:
35-1939960
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EMPLOYMENT TAXES 11,177     11,177
EXCISE TAXES 65,000