2025-10-08T11:01:21-05:00 2025-05-31 346565596 ERNST & YOUNG US LLP 99 WOOD AVE SOUTH ISELIN NJ 08830 990 2024-06-01 237313242 RALPH W & GRACE M SHOWALTER RESEARCH TR RALP 8004962583 10 S DEARBORN IL1-0111 CHICAGO IL 60603 KRYSTAL ZEC Vice President 8004962583 2025-09-15 true true HEATHER A HAWES P01379658 7327679100 2025-09-15 2024 2025-03-06 01:10:19Z JP MORGAN CHASE BANK NA 10 S DEARBORN ST MC IL1-0111 CHICAGO IL 60603 10170548 false X N/A X 1970 IN TO PROVIDE FOR MEDICAL AND SCIENTIFIC RESEARCH AT INDIANA AND PURDUE UNIVERSITY 1 0 0 0 0 0 0 2456510 3266403 210 2456510 3266613 2022559 2105239 0 270400 309964 0 0 86107 51697 2379066 2466900 77444 799713 45303762 46103505 0 0 45303762 46103505 X TO PROVIDE FOR MEDICAL AND SCIENTIFIC RESEARCH AT INDIANA AND PURDUE UNIVERSITY false false 1134973 1063239 PROVIDE PROGRAM SUPPORT FOR INDIANA UNIVERSITY SCHOOL OF MEDICINE, 1120 SOUTH DRIVE SUITE 302, INDIANAPOLIS, IN 46202 1112301 1042000 PROVIDE PROGRAM SUPPORT FOR PURDUE UNIVERSITY, 610 PURDUE MALL HOVDE HALL, WEST LAFAYETTE, IN 47907-2040 2247274 true false false false false false false false false false false false false false false false false false false false false false false false false false false true false false false false false false false false false false false false false false false true false false false true 0 0 0 false false false false false false false false false false false false false X 1 0 false false false false false false false true true false false true false false false false false false IN X JP MORGAN CHASE BANK NA 8004962583 10 S DEARBORN ST MC IL1-0111 CHICAGO IL 60603 JP MORGAN CHASE BANK NA TRUSTEE 5.0 X 309964 0 0 309964 0 0 1 false false false 1527494 1527494 8642844 6903935 1738909 1738909 1738909 OTHER INCOME 900099 210 210 210 3266613 3266613 2105239 2105239 309964 92035 217929 50000 50000 FOREIGN TAXES 1697 1697 2466900 2247274 219626 0 18425 22410 466240 216718 44819097 45864377 45303762 46103505 0 0 X 45303762 46103505 45303762 46103505 45303762 46103505 X 799713 30 X false false false X X 2 INDIANA UNIVERSITY 356001673 5 true 1063239 0 PURDUE UNIVERSITY 356002041 5 true 1042000 0 2 2105239 0 true false false false false false false false false false false true false false false false true false false 0 0 1108406 1527494 1108406 1527494 0 225906 219626 0 882500 1307868 53662308 60671055 418593 624204 0 54080901 61295259 0 0 54080901 61295259 811214 919429 53269687 60375830 1864439 2113154 0 1864439 2113154 882500 750125 1864439 1864439 0 1864439 2105239 0 142035 0 0 0 2247274 2105239 1864439 1.0 1864439 0 0 0 271348 2018115 2153159 4442622 0 1864439 0 2578183 2247274 0 2247274 0 0 4825457 0 0 425024 2153159 2247274 PART IV, SECTION D, LINE 2 THE TRUSTEE MAINTAINS A CLOSE AND CONTINUOUS RELATIONSHIP WITH THE SUPPORTED ORGANIZATIONS THROUGH AN ADVISORY COMMITTEE. THE COMMITTEE MEMBERS HAVE CURRENT OR PREVIOUS ROLES WITH THE SUPPORTED ORGANIZATION AND HOLDS REGULAR MEETINGS REGARDING GRANT APPLICANTS AND RECIPIENTS, FROM WHICH THEY CHOOSE FROM A LIST PROVIDED BY THE UNIVERSITIES. PART IV, SECTION D, LINE 2 ADVISORY COMMITTEE MEMBERS CHOOSE GRANT RECIPIENTS FROM A LIST OF APPLICATIONS PROVIDED BY THE UNIVERSITIES. THE TRUST WORKS WITH INDIANA UNIVESITY AND PURDUE UNIVERSITY TO OBTAIN GRANT APPLICANTS AND RECIPIENTS. SCH A, PART V, SECTION D, LINE 8 THE TRUST IS DISTRIBUTING TO ITS SUPPORTED ORGANIZATIONS IN ACCORDANCE WITH ITS TRUST DOCUMENT. PART IV, SECTION D, LINE 3 WHILE THE SUPPORTED ORGANIZATION RELIES ON THE EXPERIENCE AND EXPERTISE OF THE INSTITUTIONAL TRUSTEE TO INVEST AND MANAGE THE INVESTMENTS IN THE TRUST, DUE TO THE CLOSE AND CONTINOUS RELATIONSHIP, THE SUPPORTED ORGANIZATION HAS A SIGNIFICANT VOICE IN INVESTMENT DECISIONS. true INDIANA UNIVERSITY SCHOOL OF MEDICINE 1120 SOUTH DRIVE SUITE 302 INDIANAPOLIS IN 46202 356021513 501(C)(3) 1063239 PROGRAM SUPPORT PURDUE UNIVERSITY 610 PURDUE MALL HOVDE HALL WEST LAFAYETTE IN 479072040 356002041 501(C)(3) 1042000 PROGRAM SUPPORT EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 TRUST ACCOUNTING RECORDS ARE MAINTAINED IN A DEDICATED TRUST ACCOUNTING SYSTEM. REPORTS ARE REGULARLY OBTAINED FROM THIS SYSTEM. TRUST ADMINISTRATORS FOLLOW THE RULES AND REGULATIONS GOVERNING CONTINUITY AND MAINTENANCE OF EXEMPT STATUS WHILE ALSO CARRYING OUT INDIVIDUAL TRUSTOR INTENT. DUTIES INCLUDE ANNUAL TRUST REVIEW, ISSUING REPORTS, IDENTIFYING CHARITABLE RECIPIENTS, RESEARCHING TAX STATUS OF POTENTIAL CHARITABLE RECIPIENTS, AND MAKING NECESSARY INCOME DISTRIBUTIONS FROM EACH TRUST. FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW TRUSTEE REVIEWS ALL UNDERLYING MONETARY AND FACTUAL INFORMATION BEFORE THE IRS FORM 990 IS FILED. FORM 990, PAGE 6, PART VI, LINE 19 AS TRUSTEE, JP MORGAN CHASE BANK NA MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE OFFICERS OF THE SUPPORTED ORGANIZATION.THE GOVERNING DOCUMENTS ARE NOT AVAILABLE TO THE GENERAL PUBLIC, BUT HAVE BEEN GIVEN AND ARE AVAILABLE TO ALL INTERESTED PARTIES SUCH AS BENEFICIARIES, TRUSTEES, EXECUTORS, ETC. JP MORGAN CHASE BANK NA DOES NOT HAVE A PUBLIC CONFLICT OF INTEREST POLICY. HOWEVER, THE GOVERNING DOCUMENTS AND STATE LAW IMPOSE LIMITATIONS OF TRUSTEE POWERS THAT JP MORGAN CHASE BANK NA STRICTLY FOLLOWS. FINANCIAL STATEMENTS ARE SENT TO EACH CHARITABLE BENEFICIARY FOR REVIEW AND COMMENT. EXPLANATION FOR FORM 990, PART XI, LINE 9 COST BASIS ADJUSTMENT:243.44, 2025 TRANSACTION POSTED IN 2024: (240.94), 2024 TRANSACTION POSTED IN 2023: 310.04; ACCURED INT PAID CARRYOVER : (276.10); ROUNDING; (6.44) INDIANA SCHOOL OF MEDICINE 1120 SOUTH DRIVE SUITE 302 INDIANAPOLIS IN 46202 356021513 EDUCATION IN 501(C)(3) 5 NA false PURDUE UNIVERSITY 610 PURDUE MALL HOVDE HALL WEST LAFAYETTE IN 47907 356002041 EDUCATION IN 501(C)(3) 5 NA false false true false false false false false false false false false false false false false false false false false INDIANA UNIVERSITY SCHOOL OF MEDICINE b 1063239 CASH PURDUE UNIVERSITY b 1042000 CASH