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Arthur Jordan Foundation is a private trust based in CARMEL, IN. The foundation received its IRS ruling in 1972. The principal officer is Valery De Long. It holds total assets of $19M. Annual income is reported at $6.6M. The foundation is governed by 8 officers and trustees. Tax records are available from 2016 to 2023. Grantmaking is concentrated in Indiana. According to available records, Arthur Jordan Foundation has made 123 grants totaling $2.6M, with a median grant of $3K. Annual giving has decreased from $1.4M in 2020 to $451K in 2022. Individual grants have ranged from $1K to $1.3M, with an average award of $21K. The foundation has supported 52 unique organizations. Grant recipients are concentrated in Indiana. Contributions to this foundation are tax-deductible.
The Arthur Jordan Foundation operates as a deeply embedded, trust-administered private foundation with nearly a century of grantmaking in Indianapolis, having distributed $30.4 million through 423 grants since 1928. Its giving philosophy centers on sustained civic relationships rather than competitive one-time awards: top grantees in the database have received three to four separate grants over the recorded period, and the Benjamin Harrison Presidential Site alone has accumulated $2.16 million across four grants — including operating support, special projects, and endowment investments — signaling a commitment to institutional legacy over short-term programmatic outputs.
The foundation's geographic discipline is absolute: Marion County, Indiana only, with an established local office physically serving Marion County residents required. Organizations without a Marion County presence should not apply. Medical research is explicitly excluded regardless of geographic location or organizational profile.
All applications must be submitted through the online portal; the foundation accepts no alternative channels. The annual cycle opens February 1 and closes April 30, with trustee decisions communicated by early September — a roughly five-month cycle from submission to notification. First-time applicants must register their organization in the portal in February, as late-April technical issues may result in rejected submissions.
The foundation's preference for established organizations is codified: applicants must hold 501(c)(3) public charity status for a minimum of three years. A small board of seven to eight trustees (each compensated $4,800 annually) governs decisions with limited staff support — Valery De Long (vdelong@arthurjordanfoundation.org) is the primary contact. This lean governance structure means trustee familiarity with local civic institutions matters: community reputation and name recognition are real assets when applying.
First-time applicants should expect modest initial awards in the $2,500-$5,000 range and treat the first grant as the beginning of a relationship-building process. Grantee data shows that consistent performers — Butler University, Gleaners Food Bank, Indianapolis Children's Choir, United Way — have built recurring $10,000-$15,000 annual awards over multiple cycles. Sustained alignment with the four funding pillars (arts, education, human services, community vitality) is the pathway to long-term support.
The Arthur Jordan Foundation's grantmaking has grown steadily over the past decade: grants paid rose from $459,600 (fiscal 2011) to $584,077 (fiscal 2023), a 27% increase over twelve years. Total giving — grants plus other charitable disbursements — reached $808,193 in 2023, up from $640,804 in 2021 and $727,282 in 2022. The foundation holds $17.9 million in assets (2023 IRS filing), generating $945,996 in net investment income that year (a 5.3% yield). It accepts no outside contributions, meaning all grantmaking is funded entirely from investment returns.
Fiscal year 2020 shows an anomalous spike: $1.43 million in grants paid and $1.69 million in total giving. This almost certainly reflects a large multi-purpose grant to the Benjamin Harrison Presidential Site, which received funding for operating support, special projects, and endowment in that cycle — a one-time capital investment that significantly inflated that year's totals. Excluding this outlier, baseline grantmaking has ranged from approximately $450,000 to $600,000 annually.
Grant size distribution is highly skewed. Across 123 total recorded grants, the overall average is $21,006 — again driven by the Benjamin Harrison outlier (one grant reaching $244,965). The database's typical_grant_size field records a median of $2,500 and an average of $10,663 across a more recent 33-grant sample. For practical purposes, the working range for most organizations is $2,500-$15,000, with $10,000 as the most common award level confirmed by the 2025 cycle (79 organizations funded).
By sector, operating support (unrestricted) is the dominant grant type — unusual for a private foundation and grantee-friendly. Arts grantees receiving recurring support include the Indianapolis Children's Choir ($22,500 over three grants) and Indiana Historical Society ($7,500 over three grants). Education awards include Butler University ($40,000 over four grants) and Center for Leadership Development ($15,000 in 2025 alone). Human services recipients include Gleaners Food Bank ($38,000 over four grants), United Way of Central Indiana ($47,500 over four grants), and YMCA of Greater Indianapolis ($16,000 over four grants). All 123 recorded grants went to Indiana organizations in Marion County, confirming geography as the primary eligibility filter.
The Arthur Jordan Foundation occupies a distinct niche among Indianapolis-area private funders: mid-sized assets with a hyperlocal Marion County restriction, an open unsolicited application process, and a preference for unrestricted operating support. This combination makes it more accessible than invitation-only foundations but more targeted than broad community funds. The table below compares it to four regional philanthropic peers (peer figures are approximate from public 990 data and foundation profiles):
| Foundation | Assets | Annual Giving | Primary Focus | Application |
|---|---|---|---|---|
| Arthur Jordan Foundation | $17.9M | $584K (2023) | Arts/Educ/Human Services (Marion County, IN) | Open Feb-Apr |
| Lilly Endowment | ~$14B | ~$600M | Religion/Education/Community Dev (Indiana + National) | Rarely open |
| Central Indiana Community Foundation | ~$1.5B | ~$80M | General philanthropy (Central Indiana) | Open competitive programs |
| Clowes Fund | ~$30M est. | ~$1.5M est. | Arts & Culture (Indianapolis + National) | Invitation only |
| Nina Mason Pulliam Charitable Trust | ~$230M | ~$10M | Environment/Youth (Indiana + Arizona) | Competitive cycles |
Arthur Jordan's primary advantage relative to peers is accessibility: it is one of the few Indianapolis-area private foundations that accepts unsolicited applications from any qualifying 501(c)(3) with a Marion County presence. The Clowes Fund operates largely by invitation, limiting access for newer nonprofits. CICF is dramatically larger but requires organizations to navigate specific program cycles. Lilly Endowment operates at a scale that makes direct access difficult for most Marion County nonprofits. For arts-focused organizations with music programs in particular, Arthur Jordan remains one of the most direct and accessible open-access private funders available in central Indiana.
Confirm Marion County eligibility first. This is the single most important step. The foundation funds organizations with an established office physically serving Marion County, Indiana residents. If your primary service area is outside Marion County, do not apply. This restriction is non-negotiable and is the most common disqualifier.
Use the online portal exclusively. Applications submitted by mail, email, or in person are rejected without exception. The portal opens February 1 annually and closes April 30. Register your organization early in February — do not wait until late April. For technical assistance contact Valery De Long at vdelong@arthurjordanfoundation.org or (317) 762-8220, available 9:00 AM-4:30 PM ET. Portal issues close to the deadline are not grounds for an extension.
Request operating support for your first application. Arthur Jordan explicitly offers unrestricted operating grants — uncommon for a private foundation. A first-time request for operating support in the $5,000-$10,000 range is lower-friction than a restricted project grant and demonstrates organizational confidence. Program and capital support are also available and appropriate for established grantees.
Lead with music if applicable. The foundation's published guidelines specifically identify music as a priority emphasis within the arts category. If your programming intersects music education, choral performance, or music-based youth development, frame that component prominently — not as a footnote.
Prepare a complete document package before February. Required uploads include: IRS determination letter, most recent IRS Form 990, audited financial statements (or balance sheet and income/expense statement if no audit exists), board of directors list, organizational and project budgets, and a program narrative with specific objectives and participant data. First-time applicants or those with a gap of three or more years since their last grant must also include an organizational history.
Plan for a five-month review cycle. Submit by April 30; expect notification in early September. The foundation's lean staffing means unsolicited follow-ups during the review period are discouraged.
Build a multi-year relationship. Grantee data confirms that organizations receiving three to four consecutive grants move from $2,500-$5,000 initial awards to $10,000-$15,000 annual support. Timely grant reports and consistent program performance are the pathway to larger, recurring awards.
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Smallest Grant
$1K
Median Grant
$3K
Average Grant
$11K
Largest Grant
$245K
Based on 33 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
The Arthur Jordan Foundation's grantmaking has grown steadily over the past decade: grants paid rose from $459,600 (fiscal 2011) to $584,077 (fiscal 2023), a 27% increase over twelve years. Total giving — grants plus other charitable disbursements — reached $808,193 in 2023, up from $640,804 in 2021 and $727,282 in 2022. The foundation holds $17.9 million in assets (2023 IRS filing), generating $945,996 in net investment income that year (a 5.3% yield). It accepts no outside contributions, meani.
Arthur Jordan Foundation has distributed a total of $2.6M across 123 grants. The median grant size is $3K, with an average of $21K. Individual grants have ranged from $1K to $1.3M.
The Arthur Jordan Foundation operates as a deeply embedded, trust-administered private foundation with nearly a century of grantmaking in Indianapolis, having distributed $30.4 million through 423 grants since 1928. Its giving philosophy centers on sustained civic relationships rather than competitive one-time awards: top grantees in the database have received three to four separate grants over the recorded period, and the Benjamin Harrison Presidential Site alone has accumulated $2.16 million a.
Arthur Jordan Foundation is headquartered in CARMEL, IN.
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| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Rosemary Dorsa | VICE CHAIRMAN | $5K | $0 | $5K |
| Samuel L Odle | SECRETARY | $5K | $0 | $5K |
| Elaine E Bedel | TREASURER | $5K | $0 | $5K |
| Dennis E Bland | DIRECTOR | $5K | $0 | $5K |
| Gracia-Jean Darling | DIRECTOR | $5K | $0 | $5K |
| John L Krauss | DIRECTOR | $5K | $0 | $5K |
| Daniel Lopez | DIRECTOR | $5K | $0 | $5K |
| Sara B Cobb | CHAIRMAN | $5K | $0 | $5K |
Total Giving
$808K
Total Assets
$17.9M
Fair Market Value
$17.9M
Net Worth
$17.8M
Grants Paid
$584K
Contributions
N/A
Net Investment Income
$946K
Distribution Amount
$770K
Total: $15.3M
Total Grants
123
Total Giving
$2.6M
Average Grant
$21K
Median Grant
$3K
Unique Recipients
52
Most Common Grant
$3K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Ascent 121OPERATING SUPPORT | Carmel, IN | $3K | 2022 |
| Benjamin Harrison Presidential Site IncOPERATING SUPPORT | Indianapolis, IN | $336K | 2022 |
| United Way Of Central IndianaOPERATING SUPPORT | Indianapolis, IN | $13K | 2022 |
| Butler UniversityOPERATING SUPPORT | Indianapolis, IN | $10K | 2022 |
| Gleaners Food Bank Of Indiana IncOPERATING SUPPORT | Indianapolis, IN | $10K | 2022 |
| Indianapolis Children'S ChoirOPERATING SUPPORT | Indianapolis, IN | $8K | 2022 |
| Outreach IncOPERATING SUPPORT | Indianapolis, IN | $5K | 2022 |
| Ymca Of Greater IndianapolisOPERATING SUPPORT | Indianapolis, IN | $4K | 2022 |
| Noble IncOPERATING SUPPORT | Indianapolis, IN | $4K | 2022 |
| Indiana State Museum Foundation IncOPERATING SUPPORT | Indianapolis, IN | $3K | 2022 |
| Arts For LearningOPERATING SUPPORT | Indianapolis, IN | $3K | 2022 |
| Big Brothers Big Sisters Of Central IndianaOPERATING SUPPORT | Indianapolis, IN | $3K | 2022 |
| St Mary'S Child CenterOPERATING SUPPORT | Indianapolis, IN | $3K | 2022 |
| Indiana Historical SocietyOPERATING SUPPORT | Indianapolis, IN | $3K | 2022 |
| The Indianapolis Public Library FoundationOPERATING SUPPORT | Indianapolis, IN | $3K | 2022 |
| Indianapolis Symphonic ChoirOPERATING SUPPORT | Indianapolis, IN | $3K | 2022 |
| Joy'S HouseOPERATING SUPPORT | Indianapolis, IN | $3K | 2022 |
| Spirit & PlaceOPERATING SUPPORT | Indianapolis, IN | $3K | 2022 |
| Wfyi Public MediaOPERATING SUPPORT | Indianapolis, IN | $3K | 2022 |
| Wheeler MissionOPERATING SUPPORT | Indianapolis, IN | $3K | 2022 |
| American Red CrossOPERATING SUPPORT | Indianapolis, IN | $3K | 2022 |
| Eiteljorg Museum Of American Indians And Western ArtOPERATING SUPPORT | Indianapolis, IN | $3K | 2022 |
| Freetown Village IncOPERATING SUPPORT | Indianapolis, IN | $3K | 2022 |
| Harrison Center For The ArtsOPERATING SUPPORT | Indianapolis, IN | $3K | 2022 |
| Heartland Film IncOPERATING SUPPORT | Indianapolis, IN | $3K | 2022 |
| Humane Society Of Indianapolis Dba IndyhumaneOPERATING SUPPORT | Indianapolis, IN | $3K | 2022 |
| Indiana Black ExpoOPERATING SUPPORT | Indianapolis, IN | $3K | 2022 |
| Indiana Performing Arts CentreOPERATING SUPPORT | Indianapolis, IN | $3K | 2022 |
| Indiana Youth InstituteOPERATING SUPPORT | Indianapolis, IN | $3K | 2022 |
| Indianapolis Art CenterOPERATING SUPPORT | Indianapolis, IN | $3K | 2022 |
| Indianapolis Jazz Foundation IncOPERATING SUPPORT | Indianapolis, IN | $3K | 2022 |
| Indianapolis Neighborhood Resource CenterOPERATING SUPPORT | Indianapolis, IN | $3K | 2022 |
| Center For Leadership DevelopmentSPECIAL PROJECT | Indianapolis, IN | $4K | 2021 |
| Boys & Girls Clubs Of IndianapolisOPERATING SUPPORT | Indianapolis, IN | $3K | 2021 |