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
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
Richard M Fairbanks Foundation Inc
 
Number and street (or P.O. box number if mail is not delivered to street address)820 Massachusetts Ave Suite 1365
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Indianapolis, IN46204
A Employer identification number

31-1189885
B Telephone number (see instructions)

(317) 846-7111
C 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$375,537,175J 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 right arrow.............
3 Interest on savings and temporary cash investments 394,009 393,212  
4 Dividends and interest from securities... 3,391,384 3,351,568  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
14,866,310
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 14,862,006
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances 0
b Less: Cost of goods sold.... 0
c Gross profit or (loss) (attach schedule)..... 0  
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
12,663,450 12,067,778 0
12 Total. Add lines 1 through 11........ 31,315,153 30,674,564 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 1,086,426 173,263   913,163
14 Other employee salaries and wages...... 719,577 39,895   679,682
15 Pension plans, employee benefits....... 466,370 62,722   403,648
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
71,324 10,699 0 60,625
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
73,582 44,149 0 29,433
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
620,418 587,932 0 32,486
17 Interest............... 613,277 575,968    
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
329,333 53,648 0 0
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
676,902 562,099 0
20 Occupancy.............. 240,746 36,112   204,634
21 Travel, conferences, and meetings....... 91,595 13,739   77,856
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
5,267,943 3,422,240 0 1,372,413
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 10,257,493 5,582,466 0 3,773,940
25 Contributions, gifts, grants paid....... 15,004,268 15,004,268
26 Total expenses and disbursements. Add lines 24 and 25 25,261,761 5,582,466 0 18,778,208
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 6,053,392
b Net investment income (if negative, enter -0-) 25,092,098
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 449,168 369,362 369,362
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow   0 0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow   0 0 0
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)..... 0 0 0
7 Other notes and loans receivable (attach schedule) right arrow0
Less: allowance for doubtful accounts right arrow0 0 0 0
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 10,676 10,676 10,676
10a Investments—U.S. and state government obligations (attach schedule) 23,238,457 Click to see attachment
List of Attached Documents:
// Content
24,303,787 		24,303,787
b Investments—corporate stock (attach schedule)....... 0 Click to see attachment
List of Attached Documents:
// Content
0 		0
c Investments—corporate bonds (attach schedule)....... 0   0
11 Investments—land, buildings, and equipment: basis right arrow0
Less: accumulated depreciation (attach schedule) right arrow0 0   0
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 349,539,705 Click to see attachment
List of Attached Documents:
// Content
350,844,821 		350,844,821
14 Land, buildings, and equipment: basis right arrow517,316
Less: accumulated depreciation (attach schedule) right arrow508,787 61,340 Click to see attachment
List of Attached Documents:
// Content
8,529 		8,529
15 Other assets (describe right arrow) 0 0 0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 373,299,346 375,537,175 375,537,175
Liabilities 17 Accounts payable and accrued expenses..........   1,440
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons 0 0
21 Mortgages and other notes payable (attach schedule)...... 0 0
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 1,440
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........... 373,299,346 375,535,735
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    
29 Total net assets or fund balances (see instructions)..... 373,299,346 375,535,735
30 Total liabilities and net assets/fund balances (see instructions). 373,299,346 375,537,175
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
373,299,346
2
Enter amount from Part I, line 27a .....................
2
6,053,392
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
379,352,738
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
3,817,003
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
375,535,735
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a GAIN/LOSS ON PUBLICLY TRADED SECURITIES P    
b GAIN/LOSS FROM PASS-THROUGH INVESTMENTS P    
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 5,905,685     5,905,685
b 8,956,321     8,956,321
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a     0 5,905,685
b     0 8,956,321
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 14,862,006
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 0
Part V
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) 1 348,780
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........................... 3 348,780
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- ..... 5 348,780
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 328,388
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 50,000
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 378,388
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
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 29,608
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow29,608 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
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 arrowCA, HI, IN, LA, MA, NY
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? 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
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 addressright arrowwww.rmff.org
14
The books are in care ofright arrowKevin Kessinger Telephone no.right arrow (317) 846-7111

Located atright arrow820 Massachusetts Ave Suite 1365IndianapolisIN 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 2023, 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
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
DANIEL C APPEL CHAIRMAN
1.000 		0 0 0
820 Massachusetts Ave
Suite 1365
Indianapolis,IN46204
AMANDULA N ANDERSON DIRECTOR
1.000 		0 0 0
820 Massachusetts Ave
Suite 1365
Indianapolis,IN46204
BRYAN A MILLS DIRECTOR
1.000 		0 0 0
820 Massachusetts Ave
Suite 1365
Indianapolis,IN46204
CHRISTOPHER M CALLAHAN DIRECTOR
1.000 		0 0 0
820 Massachusetts Ave
Suite 1365
Indianapolis,IN46204
JEFFREY HARRISON DIRECTOR
1.000 		0 0 0
820 Massachusetts Ave
Suite 1365
Indianapolis,IN46204
JONATHAN B FAIRBANKS DIRECTOR
1.000 		0 0 0
820 Massachusetts Ave
Suite 1365
Indianapolis,IN46204
MARIO RODRIGUEZ DIRECTOR
1.000 		0 0 0
820 Massachusetts Ave
Suite 1365
Indianapolis,IN46204
THOMAS H RISTINE DIRECTOR
1.000 		0 0 0
820 Massachusetts Ave
Suite 1365
Indianapolis,IN46204
ZAINAB BASS DIRECTOR
1.000 		0 0 0
820 Massachusetts Ave
Suite 1365
Indianapolis,IN46204
CLAIRE FIDDIAN-GREEN CEO
40.000 		415,557 62,219 0
820 Massachusetts Ave
Suite 1365
Indianapolis,IN46204
ELLEN QUIGLEY VP OF PROGRAMS
40.000 		250,121 19,805 0
820 Massachusetts Ave
Suite 1365
Indianapolis,IN46204
KEVIN KESSINGER CFO
40.000 		232,144 54,015 0
820 Massachusetts Ave
Suite 1365
Indianapolis,IN46204
ANDREA FARMER CCO
40.000 		178,955 43,360 0
820 Massachusetts Ave
Suite 1365
Indianapolis,IN46204
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
EMILYN WHITESELL SR DIR OF LEARNING
40.000 		164,936 41,176 0
820 Massachusetts Ave
Suite 1365
Indianapolis,IN46204
KATHRYN NIELSEN SR PROGRAM OFFICER
40.000 		128,652 30,435 0
820 Massachusetts Ave
Suite 1365
Indianapolis,IN46204
SCOTT SEMESTER EXECUTIVE ASSISTANT
40.000 		92,724 20,117 0
820 Massachusetts Ave
Suite 1365
Indianapolis,IN46204
TRACI JOHNSON PROG ADMIN
40.000 		76,294 18,173 0
820 Massachusetts Ave
Suite 1365
Indianapolis,IN46204
SARAH HAWKINS SR PROGRAM OFFICER
32.000 		56,982 22,089 0
820 Massachusetts Ave
Suite 1365
Indianapolis,IN46204
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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
Hall Capital Partners Investment management services 462,825
One Maritime Plaza 6th Floor
San Francisco,CA94111
Well Done Marketing COMMUNICATION SERVICES 259,853
1043 Virginia Ave Suite 1A
INDIANAPOLIS,IN46203
Resultant LLC INFORMATION TECHNOLOGY SERVICES 184,173
111 Monument Circle Suite 202
INDIANAPOLIS,IN46204
RTI INTERNATIONAL PROVIDES RESEARCH, DEVELOPMENT AND TECHNICAL SERVICES 114,191
3040 CORNWALLIS ROAD
RESEARCH TRIANGLE PARK,NC27709
Crowe LLP Tax & Accounting Services 73,257
320 E Jerrerson Blvd PO Box 7
SOUTH BEND,IN466240007
Total number of others receiving over $50,000 for professional services.............right arrow2
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 arrow0
Form 990-PF (2023)
Form 990-PF (2023)
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
58,647,290
b
Average of monthly cash balances.......................
1b
232,790
c
Fair market value of all other assets (see instructions)................
1c
312,640,605
d
Total (add lines 1a, b, and c).........................
1d
371,520,685
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
371,520,685
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
5,572,810
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
365,947,875
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
18,297,394
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
18,297,394
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
348,780
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
348,780
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
17,948,614
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
17,948,614
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
17,948,614
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
18,778,208
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
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
18,778,208
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 17,948,614
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 17,327,458
b Total for prior years:2021, 2020, 2019 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 0
b From 2019...... 0
c From 2020...... 0
d From 2021...... 0
e From 2022...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 18,778,208
a Applied to 2022, but not more than line 2a 17,327,458
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 2023 distributable amount..... 1,450,750
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023.   0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		16,497,864
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 0
c Excess from 2021.... 0
d Excess from 2022.... 0
e Excess from 2023.... 0
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, 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) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
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

ACLU of Indiana Foundation

1031 E Washington Street
Indianapolis,IN46202 		None PC Matching Gift Donation 100

American Cabaret Theatre

924 N Pennsylvania Street Suite B
Indianapolis,IN46204 		None PC Matching Gift Donation 2023 1,000

Beech Grove City Schools

5334 Hornet Ave
Beech Grove,IN46107 		None GOV College Matters Stage 1 40,000

Brebeuf Jesuit Preparatory School (Non PM)

2801 W 86th Street
Indianapolis,IN46268 		None PC 2023 Matching Gift Donation 2,500

Brown University

PO Box 1877
Providence,RI02912 		None PC Matching Gift Donation 1,000

Butler University

4600 Sunset Avenue
Indianapolis,IN462083485 		None PC 2023 Matching Gift Donation 1,500

Calvary Chapel of Brandon Inc

PO Box 3310
Brandon,FL33509 		None PC Matching Gift Donation 15,000

Campus Crusade for Christ Inc

100 Lake Hart Drive 2400
Orlando,FL32832 		None PC 2023 Matching Gift Donation 800

Campus Crusade for Christ Inc

100 Lake Hart Drive 2400
Orlando,FL32832 		None PC Matching Gift Donation 1,200

Cancer Services of Northeast Indiana

6316 Mutual Dr
Fort Wayne,IN46825 		None PC 2023 Matching Gift Donation 150

Candid

4801 Courthouse Street Suite 220
Williamsburg,VA23188 		None PC 2023 Annual Membership 10,000

Center for Leadership Development

2425 Dr Martin Luther King Jr Str
Indianapolis,IN46208 		None PC Support for expanded FAFSA/college enrollment supports as part of College Matters 100,000

Central Indiana Corporate Partnership Foundation Inc

1210 Waterway Blvd Suite 5000
Indianapolis,IN46202 		None SO I Business Equity for Indy Organizational Capacity and Report Card 333,333

Central Indiana Corporate Partnership Foundation Inc

1210 Waterway Blvd Suite 5000
Indianapolis,IN46202 		None SO I Continued funding for Ascend's Indiana Youth Apprenticeship Marion County Pilot and Statewide Master Plan 2,800,000

Central Indiana Corporate Partnership Foundation Inc

1210 Waterway Blvd Suite 5000
Indianapolis,IN46202 		None SO I General Operating Support for BioCrossroads 2021-2023 500,000

Central Indiana Corporate Partnership Foundation Inc

1210 Waterway Blvd Suite 5000
Indianapolis,IN46202 		None SO I 2023 Annual Membership 16,500

Central Indiana Land Trust

1500 N Delaware Street
Indianapolis,IN46202 		None PC 2023 Matching Gift Donation 1,500

Central Indiana Land Trust

1500 N Delaware Street
Indianapolis,IN46202 		None PC Gift Honoring the life and service of Len Betley 10,000

Chinese Community Church of Indianapolis

3405 E 116th St
Carmel,IN46033 		None PC Matching Gift Donation 150

Christel House Academy

3808 Shelby Street Suite 2
Indianapolis,IN46227 		None PC College Matters Stage 1 40,000

Circle City Fellows

6542 Grosvenor Place
Indianapolis,IN46220 		None PC 2023 Matching Gift Donation 400

Columbia Business School

622 West 113th Street MAIL CODE 452
4
New York,NY10025 		None PC Matching Gift Donation 300

Columbia Business School

622 West 113th Street MAIL CODE 452
4
New York,NY10025 		None PC Matching Gift Donation 200

Community Health Network Foundation

7330 Shadeland Station Suite 150
Indianapolis,IN46256 		None SO II 2023 Circle of Hope Lunch Sponsorship 2,500

Community Health Network Foundation

7330 Shadeland Station Suite 150
Indianapolis,IN46256 		None SO II 2023 Matching Gift Donation 10,800

Community Health Network Foundation

7330 Shadeland Station Suite 150
Indianapolis,IN46256 		None SO II Matching Gift Donation 3,600

Crown Hill Heritage Foundation

700 West 38th Street
Indianapolis,IN46208 		None PC Family Legacy Grant designated for Historic Preservation and Education Programs 2023-2024 25,000

dba Fresh Arts Coalition

PO Box 66494
Houston,TX77266 		None PC Matching Gift Donation 12,000

Dove Recovery House for Women Inc

3551 N Meridian St Suite 110
Indianapolis,IN46208 		None PC Matching Gift Donation 100

Dress for Success Indianapolis

820 N Meridian Street
Indianapolis,IN46204 		None PC 2023 Matching Gift Donation 3,000

Eagle Creek Park Foundation

7840 W 56th St
Indianapolis,IN46254 		None PC Matching Gift Donation 1,500

Early Learning Indiana

1411 Roosevelt Avw Suite 202
Indianapolis,IN46201 		None PC Getting On Track Early for School Success (GoT) 750

Economic Club of Indiana Inc

1630 N Meridian Street
Indianapolis,IN46202 		None PC 2023-2024 Platinum Sponsorship 10,000

EdChoice

111 Monument Circle Suite 2650
Indianapolis,IN46204 		None PC Operating Support 2023-2025 250,000

Eiteljorg Museum of American Indians & Western Art

500 W Washington Street
Indianapolis,IN46204 		None PC Matching Gift Donation 3,750

EmployIndy

101 W Washington Street Suite 1200
East Tower
Indianapolis,IN46204 		None PC Mayor's Celebration of Diversity Breakfast Table 625

Enlace Academy Inc

3725 North Kiel Avenue
Indianapolis,IN46224 		None PC Matching Gift Donation 250

Eskenazi Health Foundation Inc

720 Eskenazi Avenue Fifth Third Bui
lding
Indianapolis,IN46202 		None PC Support for three Health Equity Zones to reduce health disparities by addressing social determinants of health 1,000,000

Eskenazi Health Foundation Inc

720 Eskenazi Avenue Fifth Third Bui
lding
Indianapolis,IN46202 		None PC 2023 Matching Gift Donation 15,000

ETH Zurich Foundation USA

100 Wall St Fl 10
New York,NY10005 		None PC CEMETS iLab Indiana 186,959

Family Promise of Greater Indianapolis

1850 N Arsenal Avenue
Indianapolis,IN46218 		None PC 2023 Charitable Grant 25,000

Footlite Musicals Inc

1847 N Alabama Street
Indianapolis,IN46202 		None PC Matching Gift Donation 100

Girls Incorporated of Greater Indianapolis

3935 N Meridian Street
Indianapolis,IN46208 		None PC 2023 Matching Gift 250

Goodwill Foundation of Central and Southern Indiana

1635 W Michigan Street
Indianapolis,IN46222 		None PC College Matters Stage 1 50,000

Grantmakers In Health

1100 Connecticut Avenue NW Suite 11
00
Washington,DC20036 		None PC 2023 Membership Renewal 3,325

Greater Indianapolis Literacy League Inc dba Indy Reads

1066 Virginia Ave
Indianapolis,IN46203 		None PC 2023 Matching Gift Donation 750

Greater Lafayette Young Life

3601 Sagamore Pkwy N Suite A
Lafayette,IN47904 		None PC Gift Honoring Susan Luse's Service 250

Harrison Center for the Arts

1505 North Delaware
Indianapolis,IN46202 		None SO I 2023 Matching Gift Donation 260

HealthNet Inc

901 Shelby Street 3rd Floor
Indianapolis,IN46203 		None PC 2023 Charitable Grant 25,000

Herron Classical Schools - Herron and Riverside High Schools

2650 Dr Martin Luther King Jr St 88
1134
Indianapolis,IN46208 		None PC College Matters Stage 1 50,000

Herron Classical Schools - Herron and Riverside High Schools

2650 Dr Martin Luther King Jr St 88
1134
Indianapolis,IN46208 		None PC 2023 Matching Gift Donation 250

Herron Classical Schools - Herron and Riverside High Schools

2650 Dr Martin Luther King Jr St 88
1134
Indianapolis,IN46208 		None PC 2023 Matching Gift Donation 275

Historic Landmarks Foundation of Indiana Inc dba Indiana Landmarks

1201 Central Avenue
Indianapolis,IN46202 		None PC Family Legacy Grant for General Operating Support 2023-2024 50,000

Holliday Park Foundation

6363 Spring Mill Road
Indianapolis,IN46260 		None PC 2023 Matching Gift Donation 1,750

Horizon House Inc

1033 E Washington Street
Indianapolis,IN46202 		None PC 2023 Charitable Grant 25,000

Humane Society of Indianapolis

7929 N Michigan Road
Indianapolis,IN46268 		None PC Matching Gift Donation 300

Immigrant Welcome Center

40 East St Clair Street
Indianapolis,IN46204 		None PC 2023 Matching Gift Donation 4,050

Indiana Black Expo Inc

601 N Shortridge Road
Indianapolis,IN46219 		None PC Support for expanded FAFSA/college enrollment supports as part of College Matters 100,000

Indiana Commission for Higher Education

1010 W Ohio Street 300
Indianapolis,IN46204 		None GOV Support for expanded FAFSA/college enrollment supports as part of College Matters 161,000

Indiana Diaper Bank

9511 Angola Ct Suite 221
Indianapolis,IN46268 		None PC Matching Gift Donation 519

Indiana Latino Institute Inc

2126 N Meridian Street Suite 100
Indianapolis,IN46202 		None PC Support for expanded FAFSA/college enrollment supports as part of College Matters 150,000

Indiana Latino Institute Inc

2126 N Meridian Street Suite 100
Indianapolis,IN46202 		None PC Support for 2023 Indiana Latino Education Summit 5,000

Indiana Philanthropy Alliance

115 West Washington Street Suite 95
0
Indianapolis,IN46204 		None PC 2023 Membership and Leadership Circle 20,500

Indiana Public Health Association

615 N Alabama
Indianapolis,IN46204 		None PC Sponsorship of Indiana Public Health Celebration & Awards- Elevating the Momentum 2,500

Indiana University Foundation

PO Box 500
Bloomington,IN474020500 		None PC 2023 Matching Gift Donation 2,250

Indiana University Health Foundation

1633 N Capitol Avenue Suite 1200
Indianapolis,IN46202 		None SO I DCS Virtual Peer Recovery Coach Expansion -75,535

Indiana Youth Group

3733 N Meridian Street
Indianapolis,IN46208 		None PC 2023 Charitable Grant 25,000

Indianapolis Chamber of Commerce Foundation

111 Monument Circle Suite 1950
Indianapolis,IN46204 		None SO I Business Equity for Indy Best Practice Implementation Pilot 242,417

Indianapolis Chamber of Commerce Foundation

111 Monument Circle Suite 1950
Indianapolis,IN46204 		None SO I Modern Youth Apprenticeship Program-Employer Engagement Strategy & Planning 100,000

Indianapolis Jazz Foundation

PO Box 20857
Indianapolis,IN46220 		None PC 2023 Matching Gift Donation 750

Indianapolis Public Schools

120 East Walnut
Indianapolis,IN46204 		None GOV College Matters Stage 1 58,113

Indianapolis Shakespeare Company

PO BOX 55396
Indianapolis,IN46205 		None PC 2023 Matching Gift Donation 750

Indianapolis Urban League

777 Indiana Avenue
Indianapolis,IN46202 		None PC Support for expanded FAFSA/college enrollment supports as part of College Matters 100,000

Indianapolis Urban League

777 Indiana Avenue
Indianapolis,IN46202 		None PC Indianapolis Equal Opportunity Day Sponsorship 2023 5,000

Indianapolis Zoological Society Inc

1200 West Washington Street POBox 2
2309
Indianapolis,IN462220309 		None PC Gift Honoring life and service of Roger Snowdon 500

Indianapolis Zoological Society Inc

1200 West Washington Street POBox 2
2309
Indianapolis,IN462220309 		None PC 2023 Indianapolis Prize Gala Sponsorship 6,000

Indianapolis Zoological Society Inc

1200 West Washington Street POBox 2
2309
Indianapolis,IN462220309 		None PC Matching Gift Donation 3,750

Indianapolis Zoological Society Inc

1200 West Washington Street POBox 2
2309
Indianapolis,IN462220309 		None PC Matching Gift Donation 30,000

Institute for Quality Education

101 West Ohio Street Suite 700
Indianapolis,IN46204 		None PC Operating Support 2023-2025 600,000

Institute for Quality Education

101 West Ohio Street Suite 700
Indianapolis,IN46204 		None PC 2023 Indiana Educational Excellence Awards Gala 20,000

Irvington Community Schools

5751 University Ave
Indianapolis,IN46219 		None PC College Matters Stage 1 37,500

Joy's House

2028 E Broad Ripple Avenue
Indianapolis,IN46220 		None PC 2023 Matching Gift Donation 4,500

Kheprw Institute

3549 Boulevard Place
Indianapolis,IN46208 		None PC Matching Gift Donation 125

Kheprw Institute

3549 Boulevard Place
Indianapolis,IN46208 		None PC Matching Gift Donation 300

KIPP Indy Public Schools

1740 E 30th St
Indianapolis,IN46218 		None PC College Matters Stage 1 37,500

Leelanau Conservancy

PO Box 1007 105 N First Street
Leland,MI49654 		None PC Matching Gift Donation 7,500

Lyn House Inc

1155 Tecumseh St
Indianapolis,IN46201 		None PC Matching Gift Donation 600

Maestra Music Inc

215 W 104th Street 237
New York,NY10025 		None PC Matching Gift Donation 154

Marian University

3200 Cold Spring Road ATTN Advancem
ent
Indianapolis,IN462221997 		None PC School of Engineering 1,000,000

Marian University

3200 Cold Spring Road ATTN Advancem
ent
Indianapolis,IN462221997 		None PC 2023 Matching Gift Donation 6,000

Memorial Hermann Foundation

929 Gessner Suite 2650
Houston,TX77024 		None SO I Matching Gift Donation 6,000

Mental Health America of Indiana

1431 North Delaware Street
Indianapolis,IN46202 		None PC Sponsorship for the Indiana Mental Health and Addiction Conference 10,000

Michiana Covenant Presbyterian Church

14567 Cleveland Road
Granger,IN46530 		None PC Matching Gift Donation 420

Michiana Covenant Presbyterian Church

14567 Cleveland Road
Granger,IN46530 		None PC Matching Gift Donation 210

Midtown Church

5610 Broadway St
Indianapolis,IN46220 		None PC 2023 Matching Gift Donation 1,400

Midtown Church

5610 Broadway St
Indianapolis,IN46220 		None PC Matching Gift Donation 1,350

Mitch Daniels Leadership Foundation

880 W Monon Green Blvd Suite 101
Carmel,IN46032 		None PC Mitch Daniels Leadership Foundation Annual Event Sponsorship 5,000

Mitch Daniels Leadership Foundation

880 W Monon Green Blvd Suite 101
Carmel,IN46032 		None PC 2023 Matching Gift Donation 1,021

MSD of Warren Township

975 N Post Road
Indianapolis,IN46219 		None GOV College Matters Stage 1 60,000

MSD of Decatur Township

5275 Kentucky Ave
Indianapolis,IN46221 		None GOV College Matters Stage 1 50,000

MSD of Lawrence Township

6501 Sunnyside Rd
Indianapolis,IN46236 		None GOV College Matters Stage 1 60,000

MSD of Pike Township

6901 Zionsville Road
Indianapolis,IN46268 		None GOV College Matters Stage 1 50,000

MSD of Washington Township

8550 Woodfield Crossing Blvd
Indianapolis,IN46240 		None GOV College Matters Stage 1 45,187

MSD of Wayne Township

1220 S High School Rd
Indianapolis,IN46241 		None GOV College Matters Stage 1 60,000

National Opinion Research Center (NORC)

1155 E 60th Street
Chicago,IL60637 		None PC Getting on Track Early for School Success (GoT) 309,570

Newfields

4000 Michigan Road
Indianapolis,IN462083326 		None PC Virginia B. Fairbanks Art & Nature Park 1,000,000

Newfields

4000 Michigan Road
Indianapolis,IN462083326 		None PC Matching Gift Donation 7,500

Noblesville Youth Baseball

PO Box 721
Noblesville,IN46061 		None PC 2023 Matching Gift Donation 15,000

Outreach Inc

2822 E New York Street
Indianapolis,IN46201 		None PC 2023 Charitable Grant 25,000

PEAK Grantmaking

1701 Pennsylvania Ave NW Suite 200
Washington,DC20006 		None PC 2023 Membership 3,000

Perry Township Schools

6548 Orinoco Avenue
Indianapolis,IN46227 		None GOV College Matters Stage 1 60,000

Phalen Leadership Academies

4352 N Mitthoeffer Road
Indianapolis,IN46235 		None PC College Matters Stage 1 37,500

Phoenix Theatre

705 N Illinois St
Indianapolis,IN46204 		None PC 2023 Matching Gift Donation 1,200

Phoenix Theatre

705 N Illinois St
Indianapolis,IN46204 		None PC Matching Gift Donation 1,500

Plainfield Christian Church

800 Dan Jones Road
Plainfield,IN46168 		None PC 2023 Matching Gift Donation 1,600

Plainfield Christian Church

800 Dan Jones Road
Plainfield,IN46168 		None PC 2023 Matching Gift Donation 7,200

Plainfield Christian Church

800 Dan Jones Road
Plainfield,IN46168 		None PC Matching Gift Donation 800

Planned Parenthood Federation of America

123 William Street 10th Fl
New York,NY10038 		None PC Matching Gift Donation 350

Purdue Polytechnic High School

3029 E Washington Street
Indianapolis,IN46201 		None PC College Matters Stage 1 40,000

Purdue Polytechnic High School of Indianapolis

3029 E Washington Street
Indianapolis,IN46201 		None PC Expansion to Pike Township and Credit Alignment Technology 1,750,000

Purdue Research Foundation

403 West Wood Street
West Lafayette,IN47907 		None PC 2023 Matching Gift Donation 500

Saint Joan of Arc Catholic Church

4217 N Central Avenue
Indianapolis,IN46205 		None PC 2023 Matching Gift Donation 100

Save the Children

501 Kings Highway Easte Suite 400
Fairfield,CT06825 		None PC Matching Gift Donation 715

Second Presbyterian Church

7700 N Meridian Street
Indianapolis,IN46260 		None PC 2023 Matching Gift Donation 3,000

Second Presbyterian Church

7700 N Meridian Street
Indianapolis,IN46260 		None PC 2023 Matching Gift Donation 1,500

Second Presbyterian Church

7700 N Meridian Street
Indianapolis,IN46260 		None PC 2023 Matching Gift Donation 1,500

Second Presbyterian Church

7700 N Meridian Street
Indianapolis,IN46260 		None PC Matching Gift Donation 2,700

ShareCare of Leelanau Inc

407 S Main Street
Leland,MI49654 		None PC 2023 Matching Gift Donation 750

Shepherd Community Center Inc

4107 East Washington Street
Indianapolis,IN46201 		None PC Gift Honoring Irene Jackson's Service 250

Shepherd Community Center Inc

4107 East Washington Street
Indianapolis,IN46201 		None PC Matching Gift Donation 4,520

Social and Environmental Entrepreneurs

23564 Calabasas Road Suite 201
Calabasas,CA91302 		None PC National SUD Funders Membership 1,000

Southeast Community Services Inc

901 Shelby Street
Indianapolis,IN46203 		None PC Matching Gift Donation 200

St Andrew's School DE Inc

350 Noxontown Road
Middletown,DE19709 		None PC Matching Gift Donation 12,000

Summer Stock Stage Inc

P O Box 55012
Indianapolis,IN46205 		None PC 2023 Matching Gift Donation 1,500

Summer Stock Stage Inc

P O Box 55012
Indianapolis,IN46205 		None PC 2023 Matching Gift Donation 4,500

Teach Indy

1630 N Meridian St Ste 450
Indianapolis,IN46202 		None PC 2023 Strategic Plan Development 175,000

TeenWorks Inc

2820 N Meridian Street Suite 1250
Indianapolis,IN46208 		None SO I 2023 Matching Gift Donation 3,000

TeenWorks Inc

2820 N Meridian Street Suite 1250
Indianapolis,IN46208 		None SO I Matching Gift Donation 750

The Damien Center

26 N Arsenal Ave
Indianapolis,IN46201 		None PC Capital Support for New Facility 250,000

The Indianapolis Foundation

615 N Alabama St 300
Indianapolis,IN46204 		None PC Housing to Recovery Fund 500,000

The Julian Center Inc

2011 North Meridian Street
Indianapolis,IN46202 		None PC Matching Gift Donation 300

The Mind Trust

1630 N Meridian Street Suite 450
Indianapolis,IN46202 		None SO I Pilot to improve math instruction in Marion County in partnership with Instruction Partners 210,000

The Mind Trust

1630 N Meridian Street Suite 450
Indianapolis,IN46202 		None SO I General Operating Support 2023-2025 1,250,000

The PourHouse Inc

52 N Layman Ave
Indianapolis,IN46219 		None PC 2023 Charitable Grant 25,000

The PourHouse Inc

52 N Layman Ave
Indianapolis,IN46219 		None PC 2023 Matching Gift Donation 225

Traders Point Christian Church

6590 S Indianapolis Road
Whitestown,IN46075 		None PC Matching Gift Donation 4,520

Traders Point Christian Schools

5770 Whitestown Parkway
Whitestown,IN46075 		None PC 2023 Matching Gift Donation 9,900

United Way of Central Indiana

2955 N Meridian Street Suite 300
Indianapolis,IN46208 		None PC Semester 2023-Payroll Matching Gift 600

United Way of Central Indiana

2955 N Meridian Street Suite 300
Indianapolis,IN46208 		None PC Hawkins 2023-Payroll Matching Gift 120

United Way of Central Indiana

2955 N Meridian Street Suite 300
Indianapolis,IN46208 		None PC Whitesell 2023- Payroll Matching Gift 960

United Way of Central Indiana

2955 N Meridian Street Suite 300
Indianapolis,IN46208 		None PC Quigley 2023- Payroll Matching Gift 600

United Way of Central Indiana

2955 N Meridian Street Suite 300
Indianapolis,IN46208 		None PC Kessinger 2023-Payroll Matching Gift 1,200

United Way of Central Indiana

2955 N Meridian Street Suite 300
Indianapolis,IN46208 		None PC Johnson 2023-Payroll Matching Gift 1,560

United Way of Central Indiana

2955 N Meridian Street Suite 300
Indianapolis,IN46208 		None PC Fiddian-Green 2023- Payroll Matching Gift 2,520

United Way of Central Indiana

2955 N Meridian Street Suite 300
Indianapolis,IN46208 		None PC Farmer 2023-Payroll Matching Gift 1,200

Victory College Prep

1780 Sloan Ave
Indianapolis,IN46203 		None PC College Matters Stage 1 37,500

Wabash College

301 W Wabash Ave
Crawfordsville,IN47933 		None PC Matching Gift Donation 3,000

Wabash Valley Family Sports Center

599 S Tabortown St
Terre Haute,IN47803 		None PC 2023 Matching Gift Donation 3,000

WFYI

1630 N Meridian Street
Indianapolis,IN462021429 		None PC Continued Support for Side Effects Health Reporting and Expanded Education Reporting 260,000

WFYI

1630 N Meridian Street
Indianapolis,IN462021429 		None PC Support for Side Effects Health Reporting and Expanded Education Reporting 300,000

WFYI

1630 N Meridian Street
Indianapolis,IN462021429 		None PC 2023 Matching Gift Donation 1,500

WFYI

1630 N Meridian Street
Indianapolis,IN462021429 		None PC Matching Gift Donation 300

WFYI

1630 N Meridian Street
Indianapolis,IN462021429 		None PC Matching Gift Donation 250

WFYI

1630 N Meridian Street
Indianapolis,IN462021429 		None PC Matching Gift Donation 7,500

Wheeler Mission Ministries

205 East New York Street
Indianapolis,IN46217 		None PC 2023 Matching Gift Donation 500

William & Mary

5300 Discovery Park Blvd
Williamsburg,VA23124 		None GOV 2023 Matching Gift Donation 2,000

Young Life

136 S 9th Street Suite 28
Noblesville,IN46060 		None PC 2023 Matching Gift Donation 15,000
Total .................................right arrow 3a 15,004,268
bApproved for future payment

Beech Grove City Schools
5334 Hornet Ave
Beech Grove,IN46107 		None GOV College Matters Stage 1 120,000

Center for Leadership Development
2425 Dr Martin Luther King Jr Str
Indianapolis,IN46208 		None PC Support for expanded FAFSA/college enrollment supports as part of College Matters 200,000

Central Indiana Corporate Partnership Foundation Inc
1210 Waterway Blvd Suite 5000
Indianapolis,IN46202 		None SO I Business Equity for Indy Organizational Capacity and Report Card 333,334

Central Indiana Corporate Partnership Foundation Inc
1210 Waterway Blvd Suite 5000
Indianapolis,IN46202 		None SO I Continued funding for Ascend's Indiana Youth Apprenticeship Marion County Pilot and Statewide Master Plan 2,000,000

Christel House Academy
3808 Shelby Street Suite 2
Indianapolis,IN46227 		None PC College Matters Stage 1 120,000

EdChoice
111 Monument Circle Suite 2650
Indianapolis,IN46204 		None PC Operating Support 2023-2025 500,000

Eskenazi Health Foundation Inc
720 Eskenazi Avenue Fifth Third Bui
lding
Indianapolis,IN46202 		None PC Support for three Health Equity Zones to reduce health disparities by addressing social determinants of health 2,000,000

Goodwill Foundation of Central and Southern Indiana
1635 W Michigan Street
Indianapolis,IN46222 		None PC College Matters Stage 1 150,000

Herron Classical Schools - Herron and Riverside High Schools
2650 Dr Martin Luther King Jr St 88
1134
Indianapolis,IN46208 		None PC College Matters Stage 1 150,000

Indiana Black Expo Inc
601 N Shortridge Road
Indianapolis,IN46219 		None PC Support for expanded FAFSA/college enrollment supports as part of College Matters 200,000

Indiana Commission for Higher Education
1010 W Ohio Street 300
Indianapolis,IN46204 		None GOV Support for expanded FAFSA/college enrollment supports as part of College Matters 202,000

Indiana Latino Institute Inc
2126 N Meridian Street Suite 100
Indianapolis,IN46202 		None PC Support for expanded FAFSA/college enrollment supports as part of College Matters 300,000

Indianapolis Public Schools
120 East Walnut
Indianapolis,IN46204 		None GOV College Matters Stage 1 181,888

Indianapolis Urban League
777 Indiana Avenue
Indianapolis,IN46202 		None PC Support for expanded FAFSA/college enrollment supports as part of College Matters 200,000

Institute for Quality Education
101 West Ohio Street Suite 700
Indianapolis,IN46204 		None PC Operating Support 2023-2025 300,000

Irvington Community Schools
5751 University Ave
Indianapolis,IN46219 		None PC College Matters Stage 1 108,000

KIPP Indy Public Schools
1740 E 30th St
Indianapolis,IN46218 		None PC College Matters Stage 1 112,500

Marian University
3200 Cold Spring Road
Indianapolis,IN462221997 		None PC School of Engineering 3,000,000

MSD of Warren Township
975 N Post Road
Indianapolis,IN46219 		None GOV College Matters Stage 1 180,000

MSD of Decatur Township
5275 Kentucky Ave
Indianapolis,IN46221 		None GOV College Matters Stage 1 150,000

MSD of Lawrence Township
6501 Sunnyside Rd
Indianapolis,IN46236 		None GOV College Matters Stage 1 180,000

MSD of Pike Township
6901 Zionsville Road
Indianapolis,IN46268 		None GOV College Matters Stage 1 150,000

MSD of Washington Township
8550 Woodfield Crossing Blvd
Indianapolis,IN46240 		None GOV College Matters Stage 1 132,563

MSD of Wayne Township
1220 S High School Rd
Indianapolis,IN46241 		None GOV College Matters Stage 1 180,000

Newfields
4000 Michigan Road
Indianapolis,IN462083326 		None PC Virginia B. Fairbanks Art & Nature Park 4,000,000

Perry Township Schools
6548 Orinoco Avenue
Indianapolis,IN46227 		None GOV College Matters Stage 1 180,000

Phalen Leadership Academies
4352 N Mitthoeffer Road
Indianapolis,IN46235 		None PC College Matters Stage 1 112,500

Purdue Polytechnic High School
3029 E Washington Street
Indianapolis,IN46201 		None PC College Matters Stage 1 120,000

The Mind Trust
1630 N Meridian Street Suite 450
Indianapolis,IN46202 		None SO I General Operating Support 2023-2025 1,750,000

Victory College Prep
1780 Sloan Ave
Indianapolis,IN46203 		None PC College Matters Stage 1 112,500

WFYI
1630 N Meridian Street
Indianapolis,IN462021429 		None PC Continued Support for Side Effects Health Reporting and Expanded Education Reporting 2,140,000
Total ................................. right arrow 3b 19,565,285
Form 990-PF (2023)
Form 990-PF (2023)
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 ........... 		    14 394,009  
4 Dividends and interest from securities .... 901101 39,816 14 3,351,568  
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 ............ 		901101 4,304 18 14,862,006  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		901101 595,672 14 12,067,778  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 639,792 30,675,361 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
31,315,153
(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 (2023)
Form 990-PF (2023)
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 (2023)
Additional Data


Software ID: 23017437
Software Version: 2023v5.1


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
Richard M Fairbanks Foundation Inc
EIN:
31-1189885
Software ID:
23017437
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Accounting Fees 73,582 44,149   29,433

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

TY 2023 DepreciationSchedule
Name:
Richard M Fairbanks Foundation Inc
EIN:
31-1189885
Software ID:
23017437
Software Version:
2023v5.1
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
FIXED ASSETS       STRAIGHT LINE   52,812 7,922    
DEPLETION           624,090 554,177    

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

TY 2023 GainLossSaleOtherAssetsSch
Name:
Richard M Fairbanks Foundation Inc
EIN:
31-1189885
Software ID:
23017437
Software Version:
2023v5.1
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
GAIN/LOSS FROM PUBLICLY TRADED INVESTMENTS   P    
AVAILABLE UPON REQUEST 		5,905,685       5,905,685  
GAIN/LOSS FROM PASS-THROUGH INVESTMENTS   P    
AVAILABLE UPON REQUEST 		8,960,625       8,960,625  

TY 2023 InvestmentsGovtObligationsSch
Name:
Richard M Fairbanks Foundation Inc
EIN:
31-1189885
Software ID:
23017437
Software Version:
2023v5.1
US Government Securities - End of Year Book Value:

24,303,787
US Government Securities - End of Year Fair Market Value:

24,303,787
State & Local Government Securities - End of Year Book Value:


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


0


TY 2023 InvestmentsOtherSchedule2
Name:
Richard M Fairbanks Foundation Inc
EIN:
31-1189885
Software ID:
23017437
Software Version:
2023v5.1
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
SHORT TERM INVESTMENTS FMV 34,029,731 34,029,731
HEDGE FUNDS FMV 63,847,781 63,847,781
OTHER ALTERNATIVE INVESTMENTS FMV 249,309,122 249,309,122
FAIRBANKS LIQUIDATING TRUST FMV 3,658,187 3,658,187

TY 2023 LandEtcSchedule2
Name:
Richard M Fairbanks Foundation Inc
EIN:
31-1189885
Software ID:
23017437
Software Version:
2023v5.1
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
FURNITURE AND FIXTURES 450,438 441,909 8,529 8,529
COMPUTERS AND SOFTWARE 66,878 66,878 0 0


TY 2023 LegalFeesSchedule
Name:
Richard M Fairbanks Foundation Inc
EIN:
31-1189885
Software ID:
23017437
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Legal Fees 71,324 10,699   60,625


TY 2023 OtherDecreasesSchedule
Name:
Richard M Fairbanks Foundation Inc
EIN:
31-1189885
Software ID:
23017437
Software Version:
2023v5.1
Description Amount
UNREALIZED LOSS 3,817,003


TY 2023 OtherExpensesSchedule
Name:
Richard M Fairbanks Foundation Inc
EIN:
31-1189885
Software ID:
23017437
Software Version:
2023v5.1
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PORTFOLIO INCOME DEDUCTIONS 132,858 132,858    
COMMUNICATIONS 293,618     293,618
ADVERTISING 86,360     86,360
SOFTWARE FEES AND CONSULTING 57,328 8,599   48,729
COMPUTER SUPPLIES AND MAINTENANCE 82,422 12,363   70,059
TELECOMMUNICATIONS 14,722 2,208   12,514
PAYROLL SERVICE CHARGES 7,971 1,196   6,775
INSURANCE EXPENSE 31,523 4,728   26,795
MISCELLANOUS EXPENSE 24,308 3,646   20,662
DUES, SUBSCRIPTIONS & PUBLICATIONS 14,788 2,218   12,570
INTERNAL GRANTMAKING ACTIVITY 27,606     27,606
RESEARCH AND EVALUATION PROJECTS 411,988     411,988
PREVENTION MATTERS - NONGRANT 347,904     347,904
COLLEGE MATTERS - NONGRANT 6,833     6,833
FLOW THROUGH K-1 EXPENSE 3,727,714 3,254,424    


TY 2023 OtherIncomeSchedule2
Name:
Richard M Fairbanks Foundation Inc
EIN:
31-1189885
Software ID:
23017437
Software Version:
2023v5.1
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INVESTMENT RELATED INCOME (LOSSES) 12,663,450 12,067,778  


TY 2023 OtherProfessionalFeesSchedule
Name:
Richard M Fairbanks Foundation Inc
EIN:
31-1189885
Software ID:
23017437
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CUSTODIAL FEES 1,736 1,736    
INVESTMENT MANAGER FEES 117,639 117,639    
INVESTMENT CONSULTANT FEES 462,825 462,825    
OTHER PROFESSIONAL FEES 38,218 5,732   32,486


TY 2023 TaxesSchedule
Name:
Richard M Fairbanks Foundation Inc
EIN:
31-1189885
Software ID:
23017437
Software Version:
2023v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAXES - FOREIGN 53,648 53,648    
TAX ES - EXCISE 275,685