2024-11-14T15:23:27+00:00 2024-06-30 440160260 Forvis Mazars LLP 820 Massachusetts Ave Suite 1370 Indianapolis IN 46204 990PF 2023-07-01 351650570 Walther Cancer Foundation Inc WALT 3177086103 9292 N Meridian St Suite 300 Indianapolis IN 46260 Patricia Dean COO/Treasurer 3177086103 2024-11-14 true true Nicole Fishback P01279475 3173834000 2024-12-15 2023 2024-10-15 13:58:12Z X 161503258 X 6178 X 1517033 1517033 2196397 64591561 2196397 0 0 0 1409282 1047505 0 5128890 4760935 0 447990 136070 311921 86625 56306 30319 150263 70353 79910 0 0 0 0 48082 24777 0 14425 1043668 990117 0 35164 17396 5 0 0 19808 0 0 80014 28792 51222 15880 2672 13208 52189 18780 0 33409 1961915 1327872 0 569578 7491000 7491000 9452915 1327872 0 8060578 -4324025 3433063 0 131843 157576 157576 3056255 2296674 2296674 0 0 0 0 0 0 0 0 0 0 0 0 0 0 7469825 16175369 16175369 47240693 48876252 48876252 13072369 10701644 10701644 0 0 0 0 84932061 83079222 83079222 468957 424316 64449 44641 44641 119309 171880 171880 156086804 161503258 161503258 1632520 4048323 0 0 0 0 1632520 4048323 X 154454284 157454935 154454284 157454935 156086804 161503258 154454284 -4324025 7324676 157454935 0 157454935 Various K-1s "Detail Available Upon Request" P 2022-01-01 2023-12-31 0 0 8279821 -8279821 0 -8279821 SIT Investments P 2022-01-01 2023-12-31 12575002 0 12870392 -295390 0 -295390 Allspring P 2022-01-01 2023-12-31 11135967 0 8951028 2184939 0 2184939 Lazard P 2022-01-01 2023-12-31 11260000 0 10142562 1117438 0 1117438 SPDR Gold ETF P 2022-01-01 2023-12-31 1246 0 1246 0 0 0 Rhumbline P 2022-01-01 2023-12-31 136077 0 129392 6685 0 6685 Treasuries P 2022-01-01 2023-12-31 5995092 0 5995092 0 0 0 FDN Mutual Fund P 2022-01-01 2023-12-31 15743569 0 15870023 -126454 0 -126454 Overlook P 2022-01-01 2023-12-31 1500000 0 0 1500000 0 1500000 TIFF P 2022-01-01 2023-12-31 4839000 0 0 4839000 0 4839000 Wellington Arch P 2022-01-01 2023-12-31 500000 0 0 500000 0 500000 Abrams P 2022-01-01 2023-12-31 750000 0 0 750000 0 750000 2196397 0 47720 47720 47720 63554 63554 X 0 15834 15834 0 false false false false false true true false true true CA GA IN NY true false false false false true WWW.WALTHER.ORG PATRICIA DEAN 3177086103 9292 NORTH MERIDIAN STREET STE 300 INDIANAPOLIS IN 46260 false false false false true false false false false false true false false false false false false false false false false false false SUSAN LUSE 9292 N Meridian St Indianapolis IN 46260 SECRETARY 20.000 51391 22590 948 CATHRYN FERREE 9292 N Meridian St Indianapolis IN 46260 DIRECTOR 1.000 0 0 0 GREGORY L PEMBERTON 9292 N Meridian St Indianapolis IN 46260 CHAIRMAN 2.000 0 0 0 DANIEL APPEL 9292 N Meridian St Indianapolis IN 46260 DIRECTOR 1.000 0 0 0 NANCY YAW 9292 N Meridian St Indianapolis IN 46260 DIRECTOR 1.000 0 0 346 JEREMIAH WISE 9292 N Meridian St Indianapolis IN 46260 DIRECTOR 1.000 0 0 0 STEVEN IVY 9292 N Meridian St Indianapolis IN 46260 DIRECTOR 1.000 0 0 0 NADINE GIVENS 9292 N Meridian St Indianapolis IN 46260 DIRECTOR 1.000 0 0 0 JAMIE VON ROENN 9292 N Meridian St Indianapolis IN 46260 DIRECTOR 1.000 0 0 0 THOMAS GREIN 9292 N Meridian St Indianapolis IN 46260 DIRECTOR/PRESIDENT 10.000 108000 0 437 D CRAIG BRATER 9292 N Meridian St Indianapolis IN 46260 V.P. PROGRAMS/DIRECTOR 16.000 108000 0 668 Patricia Dean 9292 N Meridian St Indianapolis IN 46260 COO/Treasurer 32.000 180600 55687 646 KELSEY STURGIS 9292 N Meridian St Indianapolis IN 46260 SR FIN COORDINATOR 40.000 86625 48832 1139 0 Sapient Capital LLC 310 East 96th St Ste 200 Indianapolis IN 46240 Investment Consulting 83333 9292 North Meridian LLC 9292 N MERIDIAN STREET SUITE 150 INDIANAPOLIS IN 46260 RENT 80014 0 GRANT-MAKING TO FUND CANCER RESEARCH WITH TWO PRIMARY GOALS: TO SUPPORT CANCER RESEARCH WITH THE AIM OF DISCOVERING BETTER TREATMENTS, IF NOT CURES, AND TO DEVELOP A COMPREHENSIVE APPROACH FOR SUPPORTING PATIENTS WITH CANCER AND THEIR FAMILIES. 7491000 None 0 153512292 4367663 0 157879955 0 157879955 2368199 155511756 7775588 7775588 47720 47720 7727868 7727868 7727868 8060578 0 0 8060578 7727868 6023808 2019 0 0 0 0 0 0 0 8060578 6023808 0 0 2036770 0 0 0 0 0 0 5691098 0 0 0 0 0 0 0 0 Not Applicable Not Applicable X Grants Paid - See Attached 9292 N Meridian St Ste 300 Indianapolis IN 46260 None PC See attached. 7491000 7491000 Grants Paid for Future - See Attached 9292 N Meridian St Ste 300 Indianapolis IN 46260 None PC See attached. 360000 360000 14 1517033 18 2196397 OTHER INVESTMENT INCOME 901101 361777 14 1046005 MISC INCOME 14 1500 361777 4760935 0 5122712 1a Not Applicable false false false false false false false false false false ACCOUNTING FEES 48082 24777 14425 Amortization - Leasehold Improvements 310656 274089 16877 Depreciation - Furniture & Equipment 158301 150227 2931 Excess Business Holdings Form 990-PF, Part IV-B, Question 3a Walther Cancer Foundation has ownership greater than 2% in several partnerships. The ownerships does not exceed 20% in any of these partnerships. In addition, the foundation has its board members confirm each year their ownership in these partnerships. The combined ownership in these investments does not create excess business holdings. CORPORATE OBLIGATIONS 1808625 1808625 MUTUAL FUNDS - FIXED INCOME 3840437 3840437 MUTUAL FUNDS - PRIVATE CREDIT 5052582 5052582 EQUITIES 19462512 19462512 EXCHANGE TRADED FUNDS - GOLD 5430936 5430936 MUTUAL FUNDS - EQUITY 23982804 23982804 16175369 16175369 0 0 HEDGE FUNDS - DISTRESSED FMV 5526327 5526327 HEDGE FUNDS - LONG/SHORT FMV 17423253 17423253 LP - PRIVATE EQUITY FMV 31548827 31548827 LP - REAL ASSETS FMV 13054397 13054397 LP - EQUITY FMV 15271300 15271300 HEDGE FUNDS - ABSOLUTE RETURN FMV 255118 255118 Land, Buildings, and Equipment 468957 424316 44641 44641 ACCRUED INTEREST RECEIVABLE 119309 171880 171880 INSURANCE 21171 7618 13553 OUTSIDE SERVICES 2436 877 1559 POSTAGE 114 41 73 DUES & SUBSCRIPTIONS 4492 1616 2876 TELEPHONE & INTERNET 10296 3705 6591 OFFICE SUPPLIES 2403 865 1538 COPIER CHARGES AND SUPPLIES 2143 771 1372 MAINTENANCE AND REPAIR 4900 1763 3137 COMPUTER SUPPLIES 4234 1524 2710 OTHER INVESTMENT INCOME 1407782 1046005 MISCELLANEOUS INCOME 1500 1500 Unrealized Loss on Investments 7324676 SOFTWARE FEES AND MAINTENANCE 47941 17348 30592 INVESTMENT FEES 985133 965887 860 OTHER PROFESSIONAL FEES 10594 6882 3712 EXCISE TAXES 17391 FOREIGN TAXES 5 5