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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
Allen Whitehill Clowes Charitable Foundation Inc
 
Number and street (or P.O. box number if mail is not delivered to street address)320 N Meridian Street 900
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Indianapolis, IN46204
A Employer identification number

35-1812631
B Telephone number (see instructions)

(317) 955-0138
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$558,767,994J 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 622,621 622,621  
4 Dividends and interest from securities... 7,139,884 7,139,884  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 31,140,375
b Gross sales price for all assets on line 6a 37,542,991
7 Capital gain net income (from Part IV, line 2)... 31,140,375
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)....... 0 0 0
12 Total. Add lines 1 through 11........ 38,902,880 38,902,880 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 486,584 48,658   437,925
14 Other employee salaries and wages...... 96,331 9,633   86,698
15 Pension plans, employee benefits....... 66,501 6,650   59,851
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
46,213 4,621 0 41,591
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
76,568 7,657 0 68,911
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
167,158 166,744 0 414
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,105,131 0 0 0
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
8,656 0 0
20 Occupancy.............. 52,756 5,276   47,480
21 Travel, conferences, and meetings....... 7,543     7,543
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
41,772 1,963 0 39,809
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,155,213 251,202 0 790,222
25 Contributions, gifts, grants paid....... 16,518,369 16,518,369
26 Total expenses and disbursements. Add lines 24 and 25 18,673,582 251,202 0 17,308,591
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 20,229,298
b Net investment income (if negative, enter -0-) 38,651,678
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 26,924,058 5,798,849 5,798,849
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow1,657
Less: allowance for doubtful accounts right arrow0 0 1,657 1,657
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..........      
10a Investments—U.S. and state government obligations (attach schedule) 0 0 0
b Investments—corporate stock (attach schedule)....... 125,942,663 Click to see attachment
List of Attached Documents:
// Content
166,811,807 		552,960,629
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).......... 0 0 0
14 Land, buildings, and equipment: basis right arrow105,195
Less: accumulated depreciation (attach schedule) right arrow98,336 15,515 Click to see attachment
List of Attached Documents:
// Content
6,859 		6,859
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) 152,882,236 172,619,172 558,767,994
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons 0 0
21 Mortgages and other notes payable (attach schedule)...... 0 0
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
2,763 		Click to see attachment
List of Attached Documents:
// Content
2,173
23 Total liabilities (add lines 17 through 22)......... 2,763 2,173
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........ 223,594 223,594
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 152,655,879 172,393,405
29 Total net assets or fund balances (see instructions)..... 152,879,473 172,616,999
30 Total liabilities and net assets/fund balances (see instructions). 152,882,236 172,619,172
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
152,879,473
2
Enter amount from Part I, line 27a .....................
2
20,229,298
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
173,108,771
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
491,772
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
172,616,999
Form 990-PF (2024)
Form 990-PF (2024)
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 ELI LILLY & CO, 40,173 SH (LT) P 2023-01-01 2024-12-11
b Fidelity 5415 (LT) P 2023-01-01 2024-07-08
c Fidelity 1307 (LT) P 2023-01-01 2024-12-09
d Fidelity 5416 (LT) P 2023-01-01 2024-01-26
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 34,299,419   3,185,912 31,113,507
b 937,000   913,270 23,730
c 2,303,486   2,300,079 3,407
d 3,086   3,355 -269
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 31,113,507
b     0 23,730
c     0 3,407
d     0 -269
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 31,140,375
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  
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) 1 537,258
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-) Click to see attachment
List of Attached Documents:
// Content
2 0
3 Add lines 1 and 2........................... 3 537,258
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- ..... 5 537,258
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 685,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 685,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 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 10 147,742
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow147,742 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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
 
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 2024 or the taxable year beginning in 2024? 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 arrowN/A
14
The books are in care ofright arrowForvis Mazars LLP Telephone no.right arrow (317) 383-4000

Located atright arrow820 Massachusetts Ave Suite 1370IndianapolisIN 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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
Beth Slaninka Vice Chair
2.300 		35,000 0  
320 N Meridian Street
Indianapolis,IN46204
James B Lemler President
40.000 		174,619 17,462  
320 N Meridian Street
Indianapolis,IN46204
Joanna Taft Secretary/Treasurer
2.300 		30,000 0  
320 N Meridian Street
Indianapolis,IN46204
Danny R Dean Chair
2.300 		45,000 0  
320 N Meridian Street
Indianapolis,IN46204
William H Marshall Director Emeritus/Past Pres
0 		10,000 0  
320 N Meridian Street
Indianapolis,IN46204
Ben W Blanton Director
2.300 		0 0  
320 N Meridian Street
Indianapolis,IN46204
Jennett M Hill Director
2.300 		25,000 0  
320 N Meridian Street
Indianapolis,IN46204
Paul Lowell Haines Director
2.300 		25,000 0  
320 N Meridian Street
Indianapolis,IN46204
Wallace R Yakey Jr Director
2.300 		25,000 0  
320 N Meridian Street
Indianapolis,IN46204
Elizabeth Kaznak-Hall VP/Director of Programs
40.000 		116,965 11,696  
320 N Meridian Street
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
Heidi Nikou Admin Assistance
40.000 		82,512 8,252  
320 N Meridian Street
Indianapolis,IN46204
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
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 arrow0
Form 990-PF (2024)
Form 990-PF (2024)
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
558,604,331
b
Average of monthly cash balances.......................
1b
16,642,799
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
575,247,130
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
575,247,130
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
8,628,707
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
566,618,423
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
28,330,921
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
28,330,921
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
537,258
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
537,258
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
27,793,663
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
27,793,663
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
27,793,663
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
17,308,591
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
17,308,591
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 27,793,663
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 14,597,203
b Total for prior years:20 , 20, 2020 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 0
b From 2020...... 0
c From 2021...... 0
d From 2022...... 0
e From 2023...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 17,308,591
a Applied to 2023, but not more than line 2a 14,597,203
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 2024 distributable amount..... 2,711,388
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024.   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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		25,082,275
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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020.... 0
b Excess from 2021.... 0
c Excess from 2022.... 0
d Excess from 2023.... 0
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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).)
NONE
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.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
SEE ONLINE APPLICATION WITH
320 N Meridian Street
Indianapolis,IN46204
(317) 955-0138
DESCRIPTION OF ORGANIZATION AND PURPOSE FOR GRANT REQUEST AT WWW.AWCLOWESCF.ORG
bThe form in which applications should be submitted and information and materials they should include:
PLEASE VISIT OUR WEBSITE, WWW.AWCLOWESCF.ORG, FOR CURRENT GRANT GUIDELINES.
cAny submission deadlines:
PLEASE VISIT OUR WEBSITE, WWW.AWCLOWESCF.ORG, FOR CURRENT GRANT GUIDELINES.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
PLEASE VISIT OUR WEBSITE, WWW.AWCLOWESCF.ORG, FOR CURRENT GRANT GUIDELINES.
Form 990-PF (2024)
Form 990-PF (2024)
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

16 Tech Community Corporation

1220 Waterway Blvd
Indianapolis,IN46202 		None SO I Capital & Special Project 220,000

A Children's Habitat Inc

801 W 73rd St
Indianapolis,IN46260 		None PC Capital & Special Project 50,000

Actors Theatre of Indiana Inc

510 3rd Avenue SW Suite D
Carmel,IN46032 		None PC Operations 32,000

All Hands and Hearts Smart Response Inc

82 COUNTY ROAD PMB 79
Mattapoisett,MA02739 		None PC Emergency Relief 30,000

American Cabaret Theatre Inc

121 Monument Circle Ste 516
Indianapolis,IN46204 		None PC Operations 35,000

American Friends of Archbishop Canterbury

21 Indian Chase Drive
Greenwich,CT06830 		None PC Operations 2,200

American Friends of the Episcopal Diocese of Jerusalem

25 Old Kings Hwy North No 13
Darien,CT06820 		None PC Emergency Relief 30,000

American Lives Theatre Inc

242 E 12th St 116
Indianapolis,IN46202 		None PC Operations 9,000

American National Red Cross 2

2025 E Street NW
Washington,DC20006 		None PC Emergency Relief 60,000

American Pianists Association Inc

4603 Clarendon Road No 30
Indianapolis,IN46208 		None PC Operations, Capital, & Special Project 208,000

Arte Mexicano En Indiana Inc

43 N HOLMES AVE
Indianapolis,IN46222 		None PC Operations 15,000

ArtMix Inc

1505 N Delaware St
Indianapolis,IN46202 		None PC Operations 38,000

Artrageous Inc

326 N Kenyon St
Indianapolis,IN46219 		None PC Operations, Capital, & Special Project 170,000

Arts Council of Indianapolis Inc

924 North Pennsylvania Street
Indianapolis,IN46204 		None PC Operations 55,000

Aspire Higher Foundation Inc

1002 Udell Street
Indianapolis,IN46208 		None PC Capital & Special Project 600,000

Athenaeum Foundation Inc

401 East Michigan Street
Indianapolis,IN46204 		None SO I Operations, Capital, & Special Project 120,000

Bach Chorale Singers Inc

839 Main St Ste 540
Lafayette,IN47901 		None PC Operations 10,000

Benjamin Harrison Presidential Site Inc

1230 North Delaware Street
Indianapolis,IN46202 		None PC Operations 15,000

Berrien Community Foundation

2900 South State Street No 2E
St Joseph,MI49085 		None PC Operations 1,000

Big Car Media Inc

615 N Alabama Street
Indianapolis,IN46204 		None PC Operations 53,000

Bloomington Chamber Singers Inc

PO Box 3256
Bloomington,IN47408 		None PC Operations 7,500

Booth Tarkington Civic Theatre Inc

3 Center Green No 2000
Carmel,IN46032 		None PC Operations, Capital, & Special Project 65,000

Brick Street Poetry Inc

8252 W 87th St
Indianapolis,IN46278 		None PC Operations 3,000

Butler University

4600 Sunset Ave
Indianapolis,IN46208 		None PC Capital & Special Project 4,500,000

Carmel Clay Historical Society Inc

211 1st St SW
Carmel,IN46032 		None PC Operations 5,000

Carmel International Arts Festival Inc

30 W Main Street
Carmel,IN46032 		None PC Operations 10,000

Central Indiana Community Fdn Inc

615 N Alabama St Ste 300
Indianapolis,IN46204 		None PC Operations 75,000

Christ Church Cathedral

125 monument Circle
Indianapolis,IN46204 		None PC Capital & Special Project 46,000

Claude McNeal's Musical Theatre Training Program Inc

320 North Meridian Street Ste 818
Indianapolis,IN46204 		None PC Operations 28,000

Columbus Pro Musica Inc

315 Franklin St
Columbus,IN47201 		None PC Operations 35,000

Crossroads Brass Band Inc

1168 Sweetbriar Dr
Indianapolis,IN46143 		None PC Capital & Special Project 8,000

Crown Hill Heritage Foundation Inc

700 W 38th St
Indianapolis,IN46208 		None PC Capital & Special Project 550,000

Dance Kaleidoscope Inc

4603 Clarendon Road Rm 32
Indianapolis,IN46208 		None PC Operations, Capital, & Special Project 188,500

Deeply Ingrained Inc

7138 Mogul Way
Indianapolis,IN46259 		None PC Operations 13,000

DePauw University

PO Box 37
Greencastle,IN46135 		None PC Operations 2,600

Discovering Broadway Inc

12907 Brookshire Parkway
Carmel,IN46033 		None PC Operations, Capital, & Special Project 223,000

Diversity in Aquatics Inc

PO Box 25633
Alexandria,VA22313 		None PC Operations 5,000

Doctors Without Borders USA Inc

333 Seventh Ave 2nd Floor
New York,NY10001 		None PC Operations 40,000

Early Music Associates Inc

PO Box 734
Bloomington,IN47402 		None PC Operations 19,000

Ebenezer Presbyterian Church

3344 Teagarden Cir Apt 201
Silver Spring,MD20904 		None PC Operations 1,000

Echoing Air Inc

123 E Westfield Blvd
Indianapolis,IN46220 		None PC Operations 11,000

Eiteljorg Museum of American Indians & Western Art Inc

500 W Washington St
Indianapolis,IN46204 		None PC Operations 50,000

El Sistema Indianapolis Inc

4835 N Illinois St
Indianapolis,IN46208 		None PC Operations 2,000

Ensemble Music Society of Indpls Inc

PO Box 40188
Indianapolis,IN46240 		None PC Operations 17,500

Epilogue Players Inc

1849 N Alabama St
Indianapolis,IN46202 		None PC Capital & Special Project 10,000

Exodus Refugee Immigration Inc

2457 East Washington Street
Indianapolis,IN46201 		None PC Operations 18,000

Festival Music Society of Indiana Inc

3646 Bay Road South Drive
Indianapolis,IN46240 		None PC Operations 19,000

Fine Arts Society of Indianapolis Inc

1630 N Meridian St Ste 240
Indianapolis,IN46202 		None PC Operations 45,000

Flanner House of Indianapolis Inc

2424 Doctor MLK Jr St
Indianapolis,IN46208 		None PC Operations 2,000

Fonseca Theatre Company Inc

2508 W Michigan St
Indianapolis,IN46222 		None PC Operations 23,000

Footlite Musicals Inc

1847 N Alabama Street
Indianapolis,IN46202 		None PC Operations 1,500

Freetown Village Inc

PO Box 1041
Indianapolis,IN46206 		None PC Operations 18,000

From Strangers to Neighbors Inc

1475 Morningcrest Ct
Carmel,IN46280 		None PC Operations 14,000

Girls Inc of Greater Indianapolis

3935 N Meridian Street
Indianapolis,IN46208 		None PC Operations, Capital, & Special Project 62,500

Gregory Hancock Dance Theatre Inc

329 Gradle Dr
Carmel,IN46032 		None PC Operations 30,000

Hancock County Children's Choir Ltd

2271 S Moeller Circle
New Palestine,IN46163 		None PC Operations 19,000

Happy Hollow Children's Camp Inc

3049 Happy Hollow Road
Nashville,IN47448 		None PC Operations 4,000

Harrison Center for the Arts Inc

1505 N Delaware St
Indianapolis,IN46202 		None SO I Operations, Capital, & Special Project 413,500

Heartland Film Inc

1043 Virginia Avenue No 2
Indianapolis,IN46203 		None PC Operations 125,000

Heartland Rabbit Rescue Inc

PO Box 421746
Indianapolis,IN46242 		None PC Operations 1,000

Hendricks Live Inc

200 West Main Street
Plainfield,IN46168 		None PC Operations 25,000

Herron High School Inc

110 East 16th Street
Indianapolis,IN46202 		None PC Operations 10,000

Hoosier Salon Patrons Assoc Inc

1060 North Capitol Avenue C365
Indianapolis,IN46204 		None PC Operations 90,000

Iibada Dancers Inc

609 EAST 29TH STREET
Indianapolis,IN46205 		None PC Operations 17,000

Indiana Blind Children's Foundation Inc

5050 E 42ND ST
Indianapolis,IN46226 		None PC Capital & Special Project 95,000

Indiana Entertainment Foundation Inc

1305 Broad Ripple Avenue
Indianapolis,IN46220 		None PC Capital & Special Project 75,000

Indiana Music Education Assoc Foundation Inc

100 E Thompson Road
Indianapolis,IN46237 		None PC Operations 15,000

Indiana Philanthropy Alliance

115 W Washington St 950
Indianapolis,IN46204 		None PC Operations 3,000

Indiana Repertory Theatre Inc

140 W Washington Street
Indianapolis,IN46204 		None PC Operations 45,000

Indiana State Museum Foundation Inc

650 West Washington Street
Indianapolis,IN46204 		None PC Operations, Capital, & Special Project 303,000

Indiana Symphony Society Inc

32 E Washington St
Indianapolis,IN46204 		None PC Capital & Special Project 250,000

Indiana University

107 S Indiana Ave
Bloomington,IN47405 		None PC Capital & Special Project 232,500

Indiana University Foundation Inc

PO Box 500
Bloomington,IN47402 		None PC Operations 3,000

Indianapolis Art Center Inc

820 East 67th Street
Indianapolis,IN46220 		None PC Operations, Capital, & Special Project 303,000

Indianapolis Ballet Inc

502 N Capital Avenue Suite B
Indianapolis,IN46204 		None PC Operations, Capital, & Special Project 462,500

Indianapolis Chamber Orchestra Inc

4603 Clarendon Road Suite 36
Indianapolis,IN46208 		None PC Operations 50,000

Indianapolis Children's Choir Inc

4600 Sunset Avenue
Indianapolis,IN46208 		None PC Operations 38,000

Indianapolis Jazz Foundation Inc

PO Box 20857
Indianapolis,IN46220 		None PC Operations 27,000

Indianapolis Men's Chorus Inc

PO Box 414
Indianapolis,IN46206 		None PC Operations 10,000

Indianapolis Motor Speedway Fdn Inc

4750 West 16th Street
Indianapolis,IN46222 		None PC Capital & Special Project 750,000

Indianapolis Movement Arts Collective Inc

322 EAST 47TH ST
Indianapolis,IN46205 		None PC Capital & Special Project 32,000

Indianapolis Museum of Art Inc

4000 Michigan Road
Indianapolis,IN46208 		None PC Operations 301,000

Indianapolis Opera Company

4011 N Pennsylvania St
Indianapolis,IN46205 		None PC Operations 75,000

Indianapolis Parks Foundation Inc

615 N Alabama Street Suite 119
Indianapolis,IN46204 		None PC Operations 25,000

Indianapolis Professional Assoc Inc

PO 20712
Indianapolis,IN46220 		None PC Capital & Special Project 10,000

Indianapolis Shakespeare Company Inc

4600 Sunset Avenue
Indianapolis,IN46208 		None PC Operations, Capital, & Special Project 93,000

Indianapolis Suzuki Academy Inc

3959 Central Ave
Indianapolis,IN46205 		None PC Operations 10,000

Indianapolis Symphonic Choir Inc

4600 Sunset Ave Box 83
Indianapolis,IN46208 		None PC Operations, Capital, & Special Project 364,000

Indianapolis Theatre Fringe Festival Inc

PO Box 44121
Indianapolis,IN46244 		None PC Operations 37,000

Indianapolis Women's Chorus Inc

4550 Central Avenue
Indianapolis,IN46205 		None PC Operations, Capital, & Special Project 109,000

Indianapolis Youth Orchestra Inc

32 E Washington St
Indianapolis,IN46204 		None PC Operations & Capital Project 20,000

Indianapolis Zoological Society Inc

1200 W Washington Street
Indianapolis,IN46222 		None PC Operations 25,000

Indianapolis-Marion Co Public Library Fdn

2450 North Meridian Street
Indianapolis,IN46206 		None PC Operations, Capital, & Special Project 308,000

Indy Convergence Inc

PO Box 55641
Indianapolis,IN46205 		None PC Operations, Capital, & Special Project 112,500

IndyBaroque Music Inc

401 E Michigan St
Indianapolis,IN46204 		None PC Operations 25,000

International Violin Competition of Indpls Inc

32 E Washington St Suite 1320
Indianapolis,IN46204 		None PC Operations 139,000

James Whitcomb Riley Memorial Assoc Inc

30 South Meridian Street Suite 200
Indianapolis,IN46204 		None PC Operations 50,000

K9's For Warriors

114 Camp K9 Road
Ponte Vedra,FL32081 		None PC Operations 500

Kheprw Institute Inc

P O Box 88856
Indianapolis,IN46208 		None PC Operations 12,500

Kids Alive International Inc

PO Box 528
Alpharetta,GA30009 		None PC Operations 500

Kids Dance Outreach Inc

456 N Meridian St
Indianapolis,IN46204 		None PC Operations, Capital, & Special Project 292,000

Kids First Incorporated

6218 Kingsley Drive
Indianapolis,IN46220 		None PC Capital & Special Project 45,000

Kokomo Civic Theatre Inc

PO BOX 2112
Kokomo,IN46904 		None PC Operations 8,000

Kokomo Symphonic Society Inc

PO Box 6115
Kokomo,IN46904 		None PC Capital & Special Project 15,500

Kurt Vonnegut Memorial Library Inc

340 North Senate Avenue
Indianapolis,IN46204 		None PC Operations, Capital, & Special Project 235,000

Lafayette Symphony Inc

PO Box 52
Lafayette,IN47902 		None PC Operations 35,000

Lantern Islamic Theater Company

11965 Allisonville Rd
Fishers,IN46038 		None PC Operations 12,500

Lutheran Child & Family Svcs of IN Inc

1525 N Ritter Ave
Indianapolis,IN46219 		None PC Operations 18,000

Music for All Inc

39 West Jackson Place No 150
Indianapolis,IN46225 		None PC Operations 22,500

New Harmony Project Inc

PO Box 441062
Indianapolis,IN46244 		None PC Operations 90,000

Noblesville Creates Inc

107 S 8th St
Noblesville,IN46060 		None PC Capital & Special Project 300,000

Pattern Inc

873 Massachusetts Ave
Indianapolis,IN46204 		None PC Operations, Capital, & Special Project 250,000

People for Urban Progress Inc

160 Steeples Blvd
Indianapolis,IN46222 		None PC Capital & Special Project 65,000

Percussive Arts Society Inc

110 W Washington St Rm/Ste A
Indianapolis,IN46204 		None PC Operations 15,000

Philharmonic Orchestra of Indianapolis Inc

32 E Washington St Ste 950
Indianapolis,IN46204 		None PC Operations 28,000

Phoenix Theatre Inc

749 N Park Avenue
Indianapolis,IN46202 		None PC Operations, Capital, & Special Project 229,600

Putnam Co Coalition for Education & Creative Arts Inc

PO Box 316
Greencastle,IN46135 		None PC Operations 7,500

Redeemer Presbyterian Church

1505 N Delaware Street
Indianapolis,IN46202 		None PC Operations 10,000

Ronald McDonald House Charities of Central IN Inc

435 Limestone Street
Indianapolis,IN46202 		None PC Operations 30,500

Sagamore Institute Inc

PO BOX 301076
Indianapolis,IN46230 		None PC Operations 10,000

Shelby County Players Inc

PO Box 1129
Shelbyville,IN46176 		None PC Capital & Special Project 425,000

Sheldon Swope Art Museum Inc

25 S 7th St
Terre Haute,IN47807 		None PC Capital & Special Project 175,000

Shepherd Community Inc

4107 E Washington St
Indianapolis,IN46201 		None PC Operations 1,000

Southside Art League Inc

299 East Broadway Street
Greenwood,IN46143 		None PC Capital & Special Project 57,387

St Gregory's Abbey

1900 W Macarthur St
Shawnee,OK74804 		None PC Operations 1,400

St Joseph Institute for the Deaf Inc

9192 Waldemar Road
Indianapolis,IN46268 		None PC Capital & Special Project 150,000

St Richard's Episcopal School Inc

33 E 33rd Street
Indianapolis,IN46205 		None PC Operations 7,100

Storefront Theatre of Indpls Inc

11932 Gatwick View Dr
Fishers,IN46037 		None PC Operations 15,000

Storytelling Arts of Indiana Inc

450 W Ohio St
Indianapolis,IN46202 		None PC Operations 20,000

SullivanMunce Cultural Center Inc

225 W Hawthorne St
Zionsville,IN46077 		None PC Operations 10,000

Summer Stock Stage Inc

PO Box 55012
Indianapolis,IN46205 		None PC Operations, Capital, & Special Project 274,000

Summit Performance Indianapolis Inc

705 N Illinois St
Indianapolis,IN46204 		None PC Operations 30,000

Taylor University Inc

236 West Reade Avenue
Upland,IN46989 		None PC Capital & Special Project 35,000

Terre Haute Symphony Association Inc

25 N 6th St
Terre Haute,IN47807 		None PC Operations 25,000

The Children's Museum of Indianapolis Inc

3000 North Meridian Street
Indianapolis,IN46208 		None PC Operations 3,000

The daVinci Pursuit Inc

826 N Graham Ave
Indianapolis,IN46219 		None PC Operations 15,000

The District Theatre Inc

615 North Alabama Street St 300
Indianapolis,IN46204 		None PC Operations 25,000

The Episcopal Church of the Mediator

14280 Red Arrow Hwy
Harbert,MI49115 		None PC Operations 2,000

The Great American Songbook Fdn Inc

One Center Green
Carmel,IN46032 		None PC Operations 17,500

The Hospital of St John

28000 Dequindre Road
Warren,MI48092 		None PC Operations 2,000

The Kokomo Park Band Inc

PO Box 6039
Kokomo,IN46904 		None PC Operations 10,000

The Oaks Academy Inc

2301 N Park Avenue
Indianapolis,IN46205 		None PC Operations 10,000

The Performing Arts Conservatory Inc

7399 N Shadeland Avenue Suite 178
Indianapolis,IN46250 		None PC Operations 2,000

The Sapphire Theatre Company Inc

PO Box 44122
Indianapolis,IN46244 		None PC Operations 11,500

Trinity Episcopal Church

3243 N Meridian St
Indianapolis,IN46208 		None PC Operations 3,400

UNICEF USA

125 Maiden Lane 10th Floor
New York,NY10038 		None PC Emergency Relief 30,000

United Way of Central Indiana Inc

3901 N Meridian St
Indianapolis,IN46208 		None PC Operations 60,000

University of the Cumberlands Inc

816 Walnut Street
Williamsburg,KY40769 		None PC Operations 12,500

Urban Musical Theatre Inc

401 E Michigan St
Indianapolis,IN46204 		None PC Operations, Capital, & Special Project 124,000

USA International Harp Competition Inc

PO Box 5008
Bloomington,IN47407 		None PC Operations, Capital, & Special Project 46,182

Washington County Community Foundation Inc

1707 North Shelby Street No 100
Salem,IN47167 		None PC Operations 500

Westminster Neighborhood Services Inc

PO Box 11465
Indianapolis,IN46201 		None PC Operations 4,500

White River Sound Inc

18016 Sun Ridge Circle
Noblesville,IN46062 		None PC Operations 4,000

Windfall Dancers Inc

1101 N Dunn St
Bloomington,IN47408 		None PC Operations 7,000

World Central Kitchen Inc

1342 Florida Avenue NW
Washington,DC20009 		None PC Emergency Relief 60,000

World Changers School of the Arts Inc

084 Pendleton Way 286
Indianapolis,IN46226 		None PC Operations 2,000

Wounded Warrior Project Inc

4899 BELFORT ROAD 300
JACKSONVILLE,FL32256 		None PC Operations 500

Writers' Center of Indiana Inc

1125 Brookside Ave
Indianapolis,IN46202 		None PC Operations 2,000

Young Actors Theatre Inc

401 East Michigan Street
Indianapolis,IN46204 		None PC Operations 34,000

Young Audiences of Indiana Inc

3921 N Meridian Street Suite 210
Indianapolis,IN46208 		None PC Operations 68,000
Total .................................right arrow 3a 16,518,369
bApproved for future payment

BUTLER UNIVERSITY
4600 SUNSET AVE
INDIANAPOLIS,IN46208 		NONE PC CAPITAL & SPECIAL PROJECT 4,500,000

INDIANAPOLIS MUSEUM OF ART INC
4000 MICHIGAN ROAD
INDIANAPOLIS,IN46208 		NONE PC OPERATIONS 800,000

PROVIDENCE CRISTO REY HIGH SCHOOL INC
2717 S EAST ST
INDIANAPOLIS,IN46225 		NONE PC CAPITAL & SPECIAL PROJECT 37,350

INDIANA BLACK EXPO INC
601 N SHORTRIDGE ROAD
INDIANAPOLIS,IN46219 		NONE PC CAPITAL & SPECIAL PROJECT 65,000
Total ................................. right arrow 3b 5,402,350
Form 990-PF (2024)
Form 990-PF (2024)
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 ........... 		    14 622,621  
4 Dividends and interest from securities ....     14 7,139,884  
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 31,140,375  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 38,902,880 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
38,902,880
(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 (2024)
Form 990-PF (2024)
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.
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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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID: 24020961
Software Version: 2024v5.1


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
Allen Whitehill Clowes Charitable Foundation Inc
EIN:
35-1812631
Software ID:
24020961
Software Version:
2024v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Forvis Mazars, LLP 61,310 6,131   55,179
DONOVAN CPAS 14,250 1,425   12,825
QBO EXPENSES 1,008 101   907

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

TY 2024 DepreciationSchedule
Name:
Allen Whitehill Clowes Charitable Foundation Inc
EIN:
35-1812631
Software ID:
24020961
Software Version:
2024v5.1
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
MACRS deductions for assets placed in service in tax years beginning before 2024   0 0 MACRS 0.0 8,656 0 0  

TY 2024 InvestmentsCorpStockSchedule
Name:
Allen Whitehill Clowes Charitable Foundation Inc
EIN:
35-1812631
Software ID:
24020961
Software Version:
2024v5.1
Name of Stock End of Year Book Value End of Year Fair Market Value
FIDELITY 166,811,807 552,960,629

TY 2024 LandEtcSchedule2
Name:
Allen Whitehill Clowes Charitable Foundation Inc
EIN:
35-1812631
Software ID:
24020961
Software Version:
2024v5.1
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
Land, buildings, and Equipment 105,195 98,336 6,859 6,859


TY 2024 LegalFeesSchedule
Name:
Allen Whitehill Clowes Charitable Foundation Inc
EIN:
35-1812631
Software ID:
24020961
Software Version:
2024v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FAEGRE DRINKER BIDDLE & REATH 46,213 4,621   41,591


TY 2024 OtherDecreasesSchedule
Name:
Allen Whitehill Clowes Charitable Foundation Inc
EIN:
35-1812631
Software ID:
24020961
Software Version:
2024v5.1
Description Amount
Unrealized Gain/Loss 491,772


TY 2024 OtherExpensesSchedule
Name:
Allen Whitehill Clowes Charitable Foundation Inc
EIN:
35-1812631
Software ID:
24020961
Software Version:
2024v5.1
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
UTILITIES 1,560 156   1,404
BANK FEES 450 45   405
PARKING 8,016 801   7,215
DUES AND SUBSCRIPTIONS 15,865     15,865
INSURANCE 3,045     3,045
OFFICE SUPPLIES 499     499
POSTAGE AND DELIVERY 373     373
COMPUTER EXPENSE 9,606 961   8,645
OFFICE EQUIPMENT 2,055     2,055
OTHER EXPENSES 303     303


TY 2024 OtherLiabilitiesSchedule
Name:
Allen Whitehill Clowes Charitable Foundation Inc
EIN:
35-1812631
Software ID:
24020961
Software Version:
2024v5.1
Description Beginning of Year - Book Value End of Year - Book Value
PAYROLL LIABILITY 2,763 2,173


TY 2024 OtherProfessionalFeesSchedule
Name:
Allen Whitehill Clowes Charitable Foundation Inc
EIN:
35-1812631
Software ID:
24020961
Software Version:
2024v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CONSULTING FEES 460 46   414
INVESTMENT FEES 166,698 166,698    


TY 2024 TaxesSchedule
Name:
Allen Whitehill Clowes Charitable Foundation Inc
EIN:
35-1812631
Software ID:
24020961
Software Version:
2024v5.1
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX 1,105,131