Historic Landmarks Foundation Of Indiana Inc in Indianapolis, Indiana (IN)

Historic Landmarks Foundation Of Indiana Inc
Employer Identification Number (EIN)	351162873
Name of Organization	Historic Landmarks Foundation Of Indiana Inc
Address	1201 Central Ave, Indianapolis, IN 46202-2656
Activities	Historical site, records or reenactment
Subsection	Charitable Organization
Ruling Date	10/1977
Deductibility	Contributions are deductible
Foundation	Organization which receives a substantial part of its support from a governmental unit or the general public
Organization	Corporation
Exempt Organization Status	Unconditional Exemption
Tax Period	08/2014
Assets	$50,000,000 to greater
Income	$10,000,000 to $49,999,999
Filing Requirement	990 (all other) or 990EZ return
Asset Amount	$75,018,562
Amount of Income	$26,606,797
Form 990 Revenue Amount	$10,495,041
National Taxonomy of Exempt Entities (NTEE)	Arts, Culture and Humanities: Historical Societies, Related Historical Activities

Non-representatives - add comments:

Amount of income in 2014: $26,606,797

Historic Landmarks Foundation Of Indiana Inc:	$26,606,797
Other organizations performing similar types of work:	$218,607

Assets in 2014: $75,018,562

This organization:	$75,018,562
Other organizations performing similar types of work:	$961,312

Expenses in 2013: $5,662,573

Historic Landmarks Foundation Of Indiana Inc:	$5,662,573
Other organizations performing similar types of work:	$159,230

Income to expenses ratio in 2013: 4.7

This organization:	4.7
Other organizations performing similar types of work:	1.3

Expenses allocated to program services in 2007: 81.5%

This organization:	81.5%
Other organizations performing similar types of work:	74.7%

Number of employees in 2013: 43

This organization:	43
Other organizations performing similar types of work:	4

Employees paid over $100,000 in 2013: 4.7%

This organization:	4.7%
Other organizations performing similar types of work:	0.0%

Grants share in income in 2013: 62.5%

Historic Landmarks Foundation Of Indiana Inc:	62.5%
Other organizations performing similar types of work:	29.9%

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Functional expenses for 2013

Support schedule

	2012	2013
Checklist
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?	Yes	Yes
Is the organization required to complete Schedule B, Schedule of Contributors?	Yes	Yes
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office?	No	No
Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year?	Yes	Yes
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19?	No	No
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts?	No	No
Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures?	Yes	Yes
Did the organization maintain collections of works of art, historical treasures, or other similar assets?	No	No
Did the organization report an amount for escrow or custodial account liability; serve as a custodian or provide credit counseling, debt management, credit repair, or debt negotiation services?	No	No
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments?	Yes	Yes
Did the organization report an amount for land, buildings, and equipment?	Yes	Yes
Did the organization report an amount for investments-other securities that is 5% or more of its total assets?	Yes	Yes
Did the organization report an amount for investments-program related that is 5% or more of its total assets?	Yes	Yes
Did the organization report an amount for other assets that is 5% or more of its total assets?	No	No
Did the organization report an amount for other liabilities?	No	No
Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)?	Yes	Yes
Did the organization obtain separate, independent audited financial statements for the tax year?	No	No
Was the organization included in consolidated, independent audited financial statements for the tax year?	Yes	Yes
Is the organization a school described in section 170(b)(1)(A)(ii)?	No	No
Did the organization maintain an office, employees, or agents outside of the United States?	No	No
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more?	No	No
Did the organization report more than $5,000 of grants or other assistance to or for any foreign organization?	No	No
Did the organization report more than $5,000 of aggregate grants or other assistance to or for foreign individuals?	No	No
Did the organization report a total of more than $15,000 of expenses for professional fundraising services?	No	No
Did the organization report more than $15,000 total of fundraising event gross income and contributions?	No	No
Did the organization report more than $15,000 of gross income from gaming activities?	No	No
Did the organization operate one or more hospital facilities?	No	No
Did the organization attach a copy of its audited financial statements?	No	No
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government?	Yes	Yes
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals?	Yes	Yes
Did the organization answer 'Yes' about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees?	Yes	Yes
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002?	No	No
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?	No	No
Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds?	No	No
Did the organization act as an 'on behalf of' issuer for bonds outstanding at any time during the year?	No	No
Did the organization engage in an excess benefit transaction with a disqualified person during the year?	No	No
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ?	No	No
Did the organization report any amount for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons?	No	No
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons?	No	No
Was the organization a party to a business transaction with one of the following parties
A current or former officer, director, trustee, or key employee?	No	No
A family member of a current or former officer, director, trustee, or key employee?	No	No
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner?	No	No
Did the organization receive more than $25,000 in non-cash contributions?	Yes	Yes
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions?	Yes	Yes
Did the organization liquidate, terminate, or dissolve and cease operations?	No	No
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?	No	No
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3?	No	No
Was the organization related to any tax-exempt or taxable entity?	Yes	Yes
Did the organization have a controlled entity within the meaning of section 512(b)(13)?	No	No
Did the organization make any transfers to an exempt non-charitable related organization?	No	No
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes?	No	No

	2011	2012	2013
Statements Regarding Other IRS Filings and Tax Compliance
The number reported in Box 3 of Form 1096		25	27
The number of Forms W-2G		0	0
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners?		Yes	Yes
The number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return		51	43
Did the organization file all required federal employment tax returns?		Yes	Yes
Did the organization have unrelated business gross income of $1,000 or more during the year?	Yes	Yes	Yes
Has it filed a Form 990-T for this year?		Yes	Yes
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?		No	No
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?		No	No
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?		No	No
Did the organization file Form 8886-T?		No	No
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?		No	No
Did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?		No	No
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?		No	No
Did the organization notify the donor of the value of the goods or services provided?		No	No
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?		No	No
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?		No	No
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?		No	No
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?		No	No
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?		No	No
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?		No	No
Did the sponsoring organization make any taxable distributions under section 4966?		No	No
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?		No	No
Initiation fees and capital contributions	$0	$0	$0
Gross receipts for public use of club facilities	$0	$0	$0
Gross income from members or shareholders	$0	$0	$0
Gross income from other sources	$0	$0	$0
Is the organization filing Form 990 in lieu of Form 1041?		No	No
The amount of tax-exempt interest received or accrued during the year		$0	$0
Is the organization licensed to issue qualified health plans in more than one state?		No	No
The amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans		$0	$0
The amount of reserves on hand		$0	$0
Did the organization receive any payments for indoor tanning services during the tax year?		No	No
Has it filed a Form 720 to report these payments?		No	No

	2012	2013
Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
Total reportable compensation from the organization	$342,880	$345,305
Total reportable compensation from related organizations	$0	$0
Total estimated amount of other compensation from the organization and related organizations	$57,126	$60,226
Total number of individuals who received more than $100,000 of reportable compensation from the organization	2	2
Total number of independent contractors who received more than $100,000 of compensation from the organization	0	0

	2011	2012	2013
Statement of Revenue
Total revenue	$18,251,334	$5,490,403	$9,014,671
Contributions, Gifts, Grants and Other Similar Amounts	$12,102,695	$1,525,254	$5,634,408
Program Service Revenue	$469,402	$344,785	$374,345
All Other Amusement and Recreation Industries		$170,796	$169,120
All Other Amusement and Recreation Industries		$68,817	$75,838
Book Stores		$1,954	$7,947
Educational Support Services		$83,201	$65,686
Other Financial Vehicles		$10,696	$13,581
All other program service revenue		$9,321	$42,173
Other Revenue
Investment income (including dividends, interest, and other similar amounts)	$998,803	$967,907	$1,046,337
Income from investment of tax-exempt bond proceeds	$0	$0	$0
Royalties	$0	$0	$0
Net rental income	$83,740	$252,832	$227,286
Gross rents (Real / Personal)	$83,740 / $0	$252,832 / $0	$227,286 / $0
Less: rental expenses (Real / Personal)	$0 / $0	$0 / $0	$0 / $0
Rental income or (loss) (Real / Personal)	$83,740 / $0	$252,832 / $0	$227,286 / $0
Net gain/loss from sales of assets other than inventory	$4,321,120	$2,209,216	$1,405,675
Gross amount from sales of assets other than inventory (Securities / Other)	$8,990,763 / $3,309,780	$12,531,975 / $362,949	$12,933,297 / $1,070,435
Less: cost or other basis and sales expenses (Securities / Other)	$5,441,395 / $2,538,028	$10,216,650 / $469,058	$11,666,396 / $931,661
Gain or (loss) (Securities / Other)	$3,549,368 / $771,752	$2,315,325 / $-106,109	$1,266,901 / $138,774
Net income/loss from fundraising events	$0	$0	$0
Net income/loss from gaming activities	$0	$0	$0
Net income/loss from sales of inventory	$133,011	$151,041	$134,618
Gross sales of inventory, less returns and allowances	$265,508	$318,263	$293,117
Less: cost of goods sold	$132,497	$167,222	$158,499
Miscellaneous Revenue	$142,563	$39,368	$192,002
541800		$874	$808
236000		$38,494	$191,194
All other revenue		$0	$0

	2011	2012	2013
Statement of Functional Expenses
Total functional expenses	$5,606,257	$5,649,428	$5,662,573
Grants and other assistance to domestic organizations and domestic governments		$86,105	$323,045
Grants and other assistance to domestic individuals		$10,000	$26,279
Grants and other assistance to foreign organizations, foreign governments, and foreign individuals		$0	$0
Benefits paid to or for members		$0	$0
Compensation of current officers, directors, trustees, and key employees	$334,925	$268,281	$257,663
Compensation not included above, to disqualified persons		$0	$0
Other salaries and wages	$1,464,825	$1,561,211	$1,594,920
Pension plan accruals and contributions		$75,945	$81,460
Other employee benefits		$426,305	$377,179
Payroll taxes	$142,255	$133,727	$133,606
Fees for services (non-employees)
Management		$0	$0
Legal		$45,572	$51,386
Accounting		$59,212	$54,387
Lobbying		$24,055	$22,055
Professional fundraising services	$0	$0	$0
Investment management fees		$81,544	$98,696
Other		$161,366	$176,481
Advertising and promotion		$174,987	$96,084
Office expenses		$107,227	$85,088
Information technology		$28,809	$35,279
Royalties		$0	$0
Occupancy		$390,597	$397,812
Travel		$233,651	$225,837
Payments of travel or entertainment expenses for any federal, state, or local public officials		$0	$0
Conferences, conventions, and meetings		$4,561	$2,654
Interest		$91,977	$97,111
Payments to affiliates		$0	$0
Depreciation, depletion, and amortization		$799,350	$788,819
Insurance		$214,476	$169,365
Other expenses		$284,722	$414,033
Other expenses		$232,797	$39,900
Other expenses		$76,226	$30,108
Other expenses		$48,112	$28,126
Other expenses		$28,613	$55,200

	2011	2012	2013
Balance Sheet
Total assets	$68,021,031	$67,160,394	$71,312,213
Cash - non-interest-bearing		$0	$0
Savings and temporary cash investments		$880,310	$666,043
Pledges and grants receivable, net		$376,623	$1,516,777
Accounts receivable, net		$35,630	$5,613
Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees		$0	$0
Loans and other receivables from other disqualified persons, persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations		$0	$0
Notes and loans receivable, net		$481,737	$203,300
Inventories for sale or use		$99,390	$131,382
Prepaid expenses and deferred charges		$2,245	$177,003
Land, buildings, and equipment: cost or other basis		$22,265,718	$21,580,211
Investments - publicly traded securities		$32,553,848	$37,246,461
Investments - other securities		$6,976,891	$7,265,013
Investments - program-related		$2,465,168	$2,222,601
Intangible assets		$0	$0
Other assets		$1,022,834	$297,809
Total liabilities	$4,061,613	$3,835,298	$3,060,117
Accounts payable and accrued expenses		$1,222,575	$477,234
Grants payable		$0	$0
Deferred revenue		$65,623	$76,033
Tax-exempt bond liabilities	$0	$0	$0
Escrow or custodial account liability		$0	$0
Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons		$0	$0
Secured mortgages and notes payable to unrelated third parties	$2,752,500	$2,547,100	$2,506,850
Unsecured notes and loans payable to unrelated third parties	$0	$0	$0
Other liabilities (including federal income tax, payables to related third parties, and other liabilities)		$0	$0
Total net assets or fund balances	$63,959,418	$63,325,096	$68,252,096
Unrestricted net assets		$27,263,500	$28,610,673
Temporarily restricted net assets		$24,823,478	$27,403,305
Permanently restricted net assets		$11,238,118	$12,238,118
Capital stock or trust principal, or current funds		$0	$0
Paid-in or capital surplus, or land, building, or equipment fund		$0	$0
Retained earnings, endowment, accumulated income, or other funds	$0	$0	$0

Reason for Public Charity Status (for 2013)
The organization is not a private foundation because it is:	An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi)
Number of organizations supported	0
Sum of amounts of support	$0

	2009 - 2013 Total
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (for 2009 - 2013)
Public Support	$8,664,037
Subtotal Support	$11,738,498
Gifts, grants, contributions, and membership fees received	$11,738,498
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf	$0
The value of services or facilities furnished by a governmental unit to the organization without charge	$0
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) that exceeds 2% of the total support	$3,074,461
Total Support	$19,012,441
Public Support	$11,738,498
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources	$5,728,637
Net income from unrelated business activities, whether or not the business is regularly carried on	$0
Other income. Do not include gain or loss from the sale of capital assets	$1,545,306
Gross receipts from related activities, etc.	$3,976,198

	2000	2001	2002	2004	2005	2006	2007
Revenue, Expenses, and Changes in Net Assets or Fund Balances
Total revenue	$4,198,611	$2,737,370	$2,587,862	$5,317,505	$3,820,889	$4,746,212	$5,690,605
Contributions, gifts, grants, and similar amounts received	$1,245,913	$1,300,748	$998,135	$2,963,435	$917,799	$1,440,485	$1,156,891
Contributions to donor advised funds						$0	$0
Direct public support	$1,171,534	$1,177,369	$876,588	$2,693,546	$878,365	$1,389,357	$1,054,080
Indirect public support	$0	$0	$0	$0	$0	$0	$0
Government contributions (grants)	$74,379	$123,379	$121,547	$269,889	$39,434	$51,128	$102,811
Program service revenue including government fees and contracts	$132,769	$170,286	$351,158	$319,765	$313,886	$540,741	$569,698
Membership dues and assessments	$156,891	$162,773	$145,999	$169,785	$116,456	$128,507	$129,343
Interest on savings and temporary cash investments	$0	$0	$0	$0	$0	$0	$0
Dividends and interest from securities	$1,311,610	$1,060,502	$846,504	$810,171	$1,496,113	$1,113,387	$1,305,317
Net rental income or (loss)	$77,461	$80,821	$75,696	$79,250	$78,795	$74,153	$66,988
Gross rents	$77,461	$80,821	$75,696	$79,250	$78,795	$74,153	$66,988
Less: rental expenses	$0	$0	$0	$0	$0	$0	$0
Other investment income	$0	$0	$0	$0	$0	$0	$0
Gain or (loss) from sales of assets other than inventory	$1,258,965	$-68,446	$155,702	$954,315	$797,262	$1,339,459	$2,300,305
Gross amount from sales of assets other than inventory	$51,192,214	$5,523,277	$2,353,743	$9,267,960	$4,403,367	$3,141,056	$7,995,970
Less: cost or other basis and sales expenses	$49,933,249	$5,591,723	$2,198,041	$8,313,645	$3,606,105	$1,801,597	$5,695,665
Net income or (loss) from special events and activities	$0	$0	$0	$0	$0	$-67,198	$0
Gross revenue	$0	$0	$0	$0	$0	$232,000	$0
Less: direct expenses other than fundraising expenses	$0	$0	$0	$0	$0	$299,198	$0
Gross profit or (loss) from sales of inventory	$0	$0	$0	$0	$0	$115,334	$152,359
Gross sales of inventory, less returns and allowances	$0	$0	$0	$0	$0	$205,892	$321,118
Less: cost of goods sold	$0	$0	$0	$0	$0	$90,558	$168,759
Other revenue	$15,002	$30,686	$14,668	$20,784	$100,578	$61,344	$9,704
Total expenses	$3,582,104	$3,528,164	$3,703,193	$3,816,970	$4,026,864	$4,256,102	$4,585,517
Program services	$2,856,176	$2,775,026	$2,989,408	$3,039,635	$3,430,840	$3,426,293	$3,737,818
Management and general	$543,343	$535,854	$486,274	$541,832	$401,847	$603,688	$611,709
Fundraising	$182,585	$217,284	$227,511	$235,503	$194,177	$226,121	$235,990
Payments to affiliates	$0	$0	$0	$0	$0	$0	$0
Net assets or fund balances at end of year	$46,947,642	$42,304,102	$42,956,723	$53,389,933	$54,588,329	$58,296,438	$53,668,798
Excess or (deficit) for the year	$616,507	$-790,794	$-1,115,331	$1,500,535	$-205,975	$490,110	$1,105,088
Net assets or fund balances at beginning of year	$54,919,791	$46,947,642	$42,304,102	$48,436,163	$53,389,933	$54,588,329	$58,296,438
Other changes in net assets or fund balances	$-8,588,656	$-3,852,746	$1,767,952	$3,453,235	$1,404,371	$3,217,999	$-5,732,728

	Total	Program services	Management and general	Fundraising
Statement of Functional Expenses (for 2007)
Total functional expenses	$4,585,517	$3,737,818	$611,709	$235,990
Grants paid from donor advised funds		$0
Other grants and allocations		$134,168
Specific assistance to individuals		$0
Benefits paid to or for members		$0
Compensation of current officers, directors, key employees, etc.	$132,250	$89,213	$29,312	$13,725
Compensation of former officers, directors, key employees, etc.	$0	$0	$0	$0
Compensation and other distributions, not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)	$0	$0	$0	$0
Salaries and wages of employees not included above	$1,894,697	$1,537,571	$241,944	$115,182
Pension plan contributions not included above	$86,985	$65,891	$17,132	$3,962
Employee benefits not included above	$300,943	$232,998	$37,076	$30,869
Payroll taxes	$147,426	$114,798	$23,669	$8,959
Professional fundraising fees	$0	$0	$0	$0
Accounting fees	$43,576	$0	$43,576	$0
Legal fees	$140,007	$140,007	$0	$0
Supplies	$69,031	$41,377	$15,938	$11,716
Telephone	$63,242	$39,996	$22,737	$509
Postage and shipping	$64,172	$46,309	$3,871	$13,992
Occupancy	$463,465	$456,916	$706	$5,843
Equipment rental and maintenance	$29,361	$26,641	$2,720	$0
Printing and publications	$114,088	$81,870	$15,638	$16,580
Travel	$212,890	$189,071	$11,400	$12,419
Conferences, conventions, and meetings	$0	$0	$0	$0
Interest	$34,100	$34,100	$0	$0
Depreciation, depletion, etc.	$98,215	$57,418	$40,797	$0
Other expenses not covered above	$556,901	$449,474	$105,193	$2,234

	2000	2001	2002	2004	2005	2006	2007
Balance Sheets
Total assets	$47,636,298	$43,983,942	$45,103,122	$54,299,311	$55,419,275	$59,754,665	$55,011,190
Cash - non-interest-bearing	$0	$0	$0	$0	$0	$0	$0
Savings and temporary cash investments	$360,871	$477,963	$860,016	$1,953,441	$420,769	$595,465	$1,581,468
Accounts receivable less allowance for doubtful accounts	$354	$66,771	$61,603	$3,107	$281	$3,103	$9,662
Pledges receivable less allowance for doubtful accounts	$40,720	$161,126	$162,849	$899,669	$796,565	$598,426	$86,201
Grants receivable	$26,205	$17,061	$15,669	$16,535	$28,589	$9,455	$40,956
Receivables from current and former officers, directors, trustees, and key employees	$0	$0	$0	$0	$0	$0	$0
Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)						$0	$0
Other notes and loans receivable less allowance for doubtful accounts	$1,970,300	$2,295,243	$1,608,450	$970,221	$1,115,535	$1,337,639	$1,346,894
Inventories for sale or use	$0	$0	$0	$0	$0	$84,125	$87,010
Prepaid expenses and deferred charges	$3,515	$3,380	$3,380	$1,197	$1,372	$1,257	$1,252
Investments - publicly-traded securities						$41,581,687	$36,297,003
Investments - other securities	$35,598,567	$30,516,530	$32,529,507	$39,446,841	$42,591,518	$5,125,345	$5,161,260
Investments - land, buildings, and equipment less accumulated depreciation	$0	$0	$1,182,961	$2,008,191	$1,841,492	$2,478,322	$2,661,100
Investments - other	$0	$0	$0	$0	$1,010,174	$825,744	$283,504
Land, buildings, and equipment less accumulated depreciation	$4,437,536	$6,080,522	$4,928,565	$6,543,807	$6,475,281	$6,400,961	$6,446,020
Other assets, including program-related investments	$5,198,230	$4,365,346	$3,750,122	$2,456,302	$1,137,699	$713,136	$1,008,860
Total liabilities	$688,657	$1,679,840	$2,146,399	$909,378	$830,946	$1,458,227	$1,342,392
Accounts payable and accrued expenses	$386,744	$706,316	$741,825	$376,365	$369,774	$1,043,149	$909,093
Grants payable	$292,933	$244,942	$244,942	$172,780	$0	$0	$0
Deferred revenue	$560	$6,260	$0	$0	$0	$0	$0
Loans from officers, directors, trustees, and key employees	$0	$0	$0	$0	$0	$0	$0
Tax-exempt bond liabilities	$0	$0	$0	$0	$0	$0	$0
Mortgages and other notes payable	$8,420	$0	$15,000	$360,233	$354,288	$415,078	$433,299
Other liabilities	$0	$722,322	$1,144,632	$0	$106,884	$0	$0
Total liabilities and net assets/fund balances	$47,636,298	$43,983,942	$45,103,122	$54,299,311	$55,419,275	$59,754,665	$55,011,190
Total net assets or fund balances	$46,947,641	$42,304,102	$42,956,723	$53,389,933	$54,588,329	$58,296,438	$53,668,798

	2000	2001	2002	2004	2005	2006	2007
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
Total revenue	$2,012,934	$2,737,370	$2,587,862	$5,317,505	$3,820,889	$4,746,212	$5,690,608
Total revenue, gains, and other support per audited financial statements	$9,629,441	$4,055,747	$6,061,434	$9,951,511	$6,205,194	$9,018,531	$657,286
Other expenses	$-968,907	$846,820	$3,075,467	$4,451,738	$2,423,252	$4,317,828	$-4,987,067
Net unrealized gains on investments	$0	$0	$2,190,262	$3,675,656	$1,386,326	$3,423,653	$-5,368,911
Donated services and use of facilities	$0	$0	$0	$0	$0	$0	$0
Recoveries of prior year grants	$0	$0	$0	$0	$0	$0	$0
Other	$-968,907	$846,820	$885,205	$776,082	$1,036,926	$894,175	$381,844
Other revenue	$-8,585,414	$-471,557	$-398,105	$-182,268	$38,947	$45,509	$46,252
Investment expenses	$68,186	$44,829	$24,205	$40,153	$38,947	$45,509	$46,252
Other	$-8,653,600	$-516,386	$-422,310	$-222,421	$0	$0	$0

	2000	2001	2002	2004	2005	2006	2007
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
Total expenses	$3,582,104	$3,528,614	$3,703,193	$3,816,970	$4,026,864	$4,256,102	$4,585,517
Total expenses and losses per audited financial statements	$11,180,236	$8,566,991	$4,824,616	$4,633,685	$4,683,962	$5,110,342	$5,124,328
Other revenue	$7,666,318	$5,083,206	$1,145,628	$856,868	$696,045	$899,749	$585,063
Donated services and use of facilities	$0	$0	$0	$0	$0	$0	$0
Prior year adjustments	$0	$0	$0	$0	$0	$0	$0
Losses	$6,402,979	$3,852,746	$0	$0	$0	$0	$0
Other	$1,263,339	$1,230,460	$1,145,628	$856,868	$696,045	$899,749	$585,063
Other expenses	$68,186	$44,829	$24,205	$40,153	$38,947	$45,509	$46,252
Investment expenses	$68,186	$44,829	$24,205	$40,153	$38,947	$45,509	$46,252
Other	$0	$0	$0	$0	$0	$0	$0

Average hours per week devoted to position	Compensation	Contributions to employee benefit plans & deferred compensation plans	Expense account and other allowances
Current Officers, Directors, Trustees, and Key Employees
1	$132,250	$10,500	$0

Total number of officers, directors, and trustees permitted to vote on organization business at board meetings	33
Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business relationships?	No
Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to the organization?	No
Does the organization have a written conflict of interest policy?	Yes

Other Information
Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return, and has it filed a tax return on Form 990-T for this year?	Yes
Was there a liquidation, dissolution, termination, or substantial contraction during the year?	No
Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization?	Yes
Direct and indirect political expenditures	$47,500
Did the organization file Form 1120-POL for this year?	No
Were substantially all dues nondeductible by members?
Did the organization make only in-house lobbying expenditures of $2,000 or less?
Dues, assessments, and similar amounts from members	$0
Section 162(e) lobbying and political expenditures	$0
Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices	$0
Taxable amount of lobbying and political expenditures	$0
Does the organization elect to pay the section 6033(e) tax on the amount above?
If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount above to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year?
Initiation fees and capital contributions	$0
Gross receipts for public use of club facilities	$0
At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)?	No
Amount of tax imposed on the organization during the year under: section 4911	$0
Amount of tax imposed on the organization during the year under: section 4912	$0
Amount of tax imposed on the organization during the year under: section 4955	$0
Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year?	No
Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958	$0
Amount of tax above, reimbursed by the organization	$0
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?	No
Did the organization acquire a direct or indirect interest in any applicable insurance contract?	No
Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year?	No
Number of employees employed in the pay period that includes March 12, 2006	54

	Unrelated business income		Excluded by section 512, 513, or 514		Related or exempt function income
Analysis of Income-Producing Activities (for 2007)
	Business code	Amount	Exclusion code	Amount	Related or exempt function income
Total		$123,650		$3,644,420	$765,644
Program service revenue
Program service revenue 1	000000	$0	00	$0	$345,520
Program service revenue 2	000000	$0	00	$0	$62,924
Program service revenue 3	000000	$0	00	$0	$6,329
Program service revenue 4	000000	$0	00	$0	$101,705
Program service revenue 5	000000	$0	00	$0	$53,220
Medicare/Medicaid payments	000000	$0	00	$0	$0
Fees and contracts from government agencies	000000	$0	00	$0	$0
Membership dues and assessments	000000	$0	00	$0	$129,343
Interest on savings and temporary cash investments	000000	$0	00	$0	$0
Dividends and interest from securities	000000	$0	Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)	$1,305,317	$0
Net rental income or (loss) from real estate
debt-financed property	Lessors of nonresidential buildings (except miniwarehouses)	$28,190	00	$0	$0
not debt-financed property	000000	$0	Real property rental income that does not depend on the income or profits derived by the person leasing the property and is excluded by section 512(b)(3)	$38,798	$0
Net rental income or (loss) from personal property	000000	$0	00	$0	$0
Other investment income	000000	$0	00	$0	$0
Gain or (loss) from sales of assets other than inventory	000000	$0	Gain (or loss, to the extent allowed) from the sale of investments and other non-inventory property and from certain property acquired from financial institutions that are in conservatorship or receivership (sections 512(b)(5) and 512(b)(16)(A))	$2,300,305	$0
Net income or (loss) from special events	000000	$0	00	$0	$0
Gross profit or (loss) from sales of inventory	712100	$94,310	00	$0	$58,049
Other revenue	Advertising and related services	$1,150	00	$0	$8,554

EIN of corporation, partnership, or disregarded entity	Percentage of ownership interest	Total income	End-of-year assets
Information Regarding Taxable Subsidiaries and Disregarded Entities (for 2007)
351887080	100%	$-118,916	$-996,226
	0%	$0	$0
	0%	$0	$0
	0%	$0	$0

Compensation	Contributions to employee benefit plans & deferred compensation	Expense account and other allowances
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (for 2007)
$109,200	$8,736	$0
$89,481	$7,158	$0
$89,055	$7,124	$0
$66,150	$5,292	$0
$64,066	$5,125	$0

Total number of other employees paid over $50,000	6

Total number of other employees paid over $50,000

Statements About Activities (for 2007)
Expenses paid or incurred in connection with the lobbying activities	$47,500
Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures?	Yes
Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services?	No
Did the organization maintain any donor advised funds?	No
Did the organization make any taxable distributions under section 4966?	No
Did the organization make a distribution to a donor, donor advisor, or related person?	No
The total number of donor advised funds owned at the end of the tax year	$0
The aggregate value of assets held in all donor advised funds owned at the end of the tax year	$0
The total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included above) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts	$0
The aggregate value of assets held in all funds or accounts included above at the end of the tax year	$0

Reason for Non-Private Foundation Status
The organization is not a private foundation because it is	Organization that receives a substantial part of its support from a governmental unit or from the general public

	1999	2000	2001	2003	2004	2005	2006
Support Schedule
Total	$3,892,956	$3,685,722	$2,893,315	$6,455,065	$4,659,956	$3,694,276	$4,013,739
Gifts, grants, and contributions received	$983,442	$1,333,314	$1,190,046	$4,927,122	$2,708,380	$1,008,849	$1,657,768
Membership fees received	$140,031	$156,891	$162,773	$157,422	$169,785	$116,456	$128,507
Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose	$448,252	$609,040	$448,346	$546,110	$824,326	$897,415	$1,011,510
Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975	$2,305,588	$1,573,140	$1,063,684	$790,957	$936,681	$1,572,098	$1,156,030
Net income from unrelated business activities not included above	$0	$0	$0	$0	$0	$0	$0
Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf	$0	$0	$0	$0	$0	$0	$0
The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge	$0	$0	$0	$0	$0	$0	$0
Other income	$15,643	$13,337	$28,466	$33,454	$20,784	$99,458	$59,924

Lobbying Expenditures by Electing Public Charities (for 2007)
Total exempt purpose expenditures	$0
Total lobbying expenditures	$0
Total lobbying expenditures to influence public opinion (grassroots lobbying)	$0
Total lobbying expenditures to influence a legislative body (direct lobbying)	$0
Other exempt purpose expenditures	$0
Lobbying nontaxable amount	$0
Grassroots nontaxable amount	$0

	Income	Expenses	Net
Unrelated Trade or Business Income (for 2008)
Total	$103,406	$8,733	$94,673
Gross receipts or sales less returns and allowances	$198,772	$0	$0
Cost of goods sold	$104,462	$0	$0
Gross profit	$94,310	$0	$94,310
Capital gain net income	$0	$0	$0
Net gain	$0	$0	$0
Capital loss deduction for trusts	$0	$0	$0
Income (loss) from partnerships and S corporations	$0	$0	$0
Rent income	$0	$0	$0
Unrelated debt-financed income	$7,946	$6,690	$1,256
Interest, annuities, royalties, and rents from controlled organizations	$0	$0	$0
Investment income of a section 501(c)(7), (9), or (17) organization	$0	$0	$0
Exploited exempt activity income	$0	$0	$0
Advertising income	$0	$2,043	$-893
Other income	$0	$0	$0

Deductions Not Taken Elsewhere (for 2008)
Total deductions	$133,467
Compensation of officers, directors, and trustees	$0
Salaries and wages	$100,048
Repairs and maintenance	$0
Bad debts	$0
Interest	$0
Taxes and licenses	$11,324
Charitable contributions	$0
Depreciation	$0
Depletion	$0
Contributions to deferred compensation plans	$0
Employee benefit programs	$0
Excess exempt expenses	$0
Excess readership costs	$-893
Other deductions	$22,988
Unrelated business taxable income	$0
Unrelated business taxable income before net operating loss deduction	$-387
Net operating loss deduction	$0
Unrelated business taxable income before specific deduction	$-38,794
Specific deduction	$0

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Id	Name	Address	State	Established	Total Income
Organizations performing similar types of work
1	Indiana Historical Society	450 W Ohio St, Indianapolis, IN 46202-3269	IN	1933-09	$48,363,675
2	Historic Landmarks Foundation Of Indiana Inc	1201 Central Ave, Indianapolis, IN 46202-2656	IN	1977-10	$26,606,797
3	Shelby County Historical Society Inc	52 W Broadway St, Shelbyville, IN 46176-1256	IN	1958-10	$660,162
4	Wayne County Indiana Historical Society	1150 N A St, Richmond, IN 47374-3227	IN	1941-07	$369,841
5	Allen County Courthouse Preservation Trust Inc	715 S Calhoun St Rm 300, Fort Wayne, IN 46802-1805	IN	1994-10	$238,961
6	Yamhill County Historical Society	PO BOX 484, Lafayette, OR 97127-0484	OR	1971-01	$153,941
7	Washington County Historical And Fine Arts Tr Inc	135 W Washington St, Hagerstown, MD 21740-4709	MD	1977-05	$122,791
8	Southern Indianas Antique And Machinery Club Inc	6277 Saint John Rd, Elberfeld, IN 47613-9334	IN	1995-03	$57,835
9	Historical Society Of Porter County Inc	153 South Franklin Street, Valparaiso, IN 46383	IN	1951-10	$28,617
10	Wreaths Across America	4 Point Street, Columbia Falls, ME 04623	ME	2007-08	$4,668,061
11	National Society Of The Colonial Dames Of America Inthe Commonwealh, Pennsylvania State Socirety Colonial Dames Of The Seventh Century	34 White Birch Road, Dalton, PA 18414	PA	1973-01	$1,271,269
12	The Woodrow Wilson Presidential Library Foundation	PO BOX 24, Staunton, VA 24402-0024	VA	1939-10	$1,139,807
13	Visalian Friends Of The Fox Theatre, Friends Of The Fox Theatre	308 W Main St, Visalia, CA 93291-6243	CA	1997-05	$1,037,129
14	Washington Trust For Historic Preservation	1204 Minor Ave, Seattle, WA 98101-2825	WA	1977-05	$663,910
15	Wabash Valley Trust For Historic Preservation	14 North Third Street, Lafayette, IN 47901	IN	1979-10	$244,336
16	National Society Of The Daughters Of The American Revolution, Piankeshaw Chapter National Society Of The Daughters Of The American Revolu	Po Box 881, New Albany, IN 47151	IN	1938-04	$97,039
17	Society For The Restoration Of The Gary Bathing Beach Aquatorium	607 S Lake St Ste A, Gary, IN 46403-2587	IN	1992-04	$78,489
18	Lockerbie Square Foundation Inc	PO BOX 44410, Indianapolis, IN 46244-0410	IN	1998-04	$13,575
19	National Society Of The Daughters Of The American Revolution	PO BOX 355, Vincennes, IN 47591	IN	1938-04	$3,069
20	National Society Of The Sons Of The American Revolution, Thaddeus Kosciuszko Chapter	1700 Park Ave, Winona Lake, IN 46590	IN	1944-08	$0

Number of organizations performing similar types of work

Alaska	3
Alabama	6
Arkansas	5
Arizona	5
California	30
Colorado	6
Connecticut	17
District of Columbia	13
Delaware	5
Florida	11
Georgia	14
Hawaii	4
Iowa	10
Idaho	1
Illinois	15
Indiana	13
Kansas	8
Kentucky	11
Louisiana	7
Massachusetts	20
Maryland	12
Maine	11
Michigan	9
Minnesota	7
Missouri	13

Mississippi	7
Montana	3
North Carolina	14
North Dakota	1
Nebraska	2
New Hampshire	4
New Jersey	10
New Mexico	2
New York	53
Ohio	24
Oklahoma	5
Oregon	10
Pennsylvania	33
Rhode Island	8
South Carolina	7
South Dakota	3
Tennessee	9
Texas	30
Utah	3
Virginia	26
Vermont	7
Washington	11
Wisconsin	12
West Virginia	8

Total

548

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