IAN AND MIRIAM ROLLAND FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
IAN AND MIRIAM ROLLAND FOUNDATION INC (EIN 35-1944302)
Tax period
2023-07-01 to 2024-06-30
Filed
2024-08-22
IRS object ID
202402359349100910
Schema version
2023v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-08-22T13:56:00-04:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN812336677PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RANDAL J WARNER CPA LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line121 PARKMOOR DRAddressLine1Txt
CityHUNTINGTONCityNm
State AbbreviationINStateAbbreviationCd
ZIP467501345ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN351944302EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1IAN & MIRIAM ROLLAND FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlIAN&BusinessNameControlTxt
Phone6143154761PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14153 EDGEHILL DRAddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43220ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT ROLLANDPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6143154761PhoneNum
Signature2024-08-15SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRANDAL J WARNER CPAPreparerPersonNm
PTINP00627553PTIN
Phone2603563414PhoneNum
Preparation2024-08-22PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$10,503,537FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,488,635ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$52,657InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$52,657InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$135,603DividendsRevAndExpnssAmt
Dividends Net Invst Incm$135,603DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$55,571NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,783,817GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$11,610CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$16,651OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$16,651OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$2,749,117TotalRevAndExpnssAmt
Total Net Invst Incm$216,521TotalNetInvstIncmAmt
Other Prof Fees Rev And Expnss$69,307OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$69,307OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$3,997TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,997TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$73,304TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$73,304TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$558,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$558,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$631,304TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$73,304TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$558,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,117,813ExcessRevenueOverExpensesAmt
Net Investment Income$143,217NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$202,248SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$87,780SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$87,780SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,787,013CorporateStockBOYAmt
Corporate Stock EOY$4,320,448CorporateStockEOYAmt
Corporate Stock EOYFMV$7,956,269CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,736,651CorporateBondsBOYAmt
Corporate Bonds EOY$2,408,123CorporateBondsEOYAmt
Corporate Bonds EOYFMV$2,342,471CorporateBondsEOYFMVAmt
Other Investments BOY$36,950OtherInvestmentsBOYAmt
Other Investments EOY$64,324OtherInvestmentsEOYAmt
Other Investments EOYFMV$117,017OtherInvestmentsEOYFMVAmt
Total Assets BOY$4,762,862TotalAssetsBOYAmt
Total Assets EOY$6,880,675TotalAssetsEOYAmt
Total Assets EOYFMV$10,503,537TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$5,763,337CapitalStockBOYAmt
Capital Stock EOY$5,763,337CapitalStockEOYAmt
Retained Earning BOY-$1,000,475RetainedEarningBOYAmt
Retained Earning EOY$1,117,338RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,762,862TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,880,675TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,762,862TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,880,675TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,762,862TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,117,813ExcessRevenueOverExpensesAmt
Subtotal$6,880,675SubtotalAmt
Tot Net Ast Or Fund Balances EOY$6,880,675TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$11,610CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,991InvestmentIncomeExciseTaxAmt
Subtotal$1,991SubtotalAmt
Tax Based On Investment Income$1,991TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,600EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,600TotalPaymentsAndCreditsAmt
Tax Due$391TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateINOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressNAWebsiteAddressTxt
Individual With BooksROBERT ROLLANDIndividualWithBooksNm
Phone6143154761PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14153 EDGEHILL DRAddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43220ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROBERT ROLLAND
4153 EDGEHILL DRCOLUMBUSOH43220PRESIDENT1.00$0$0$0
CAROL ROLLAND
2111 FOREST PARK BLVDFORT WAYNEIN46805VICE PRESIDE1.00$0$0$0
LARRY ROLLAND
PO BOX 5662FORT WAYNEIN46895TREASURER1.00$0$0$0
CHERI ROLLAND
PO BOX 5662FORT WAYNEIN46895SECRETARY1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$8,777,781AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$527,394AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$9,305,175TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$9,305,175AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$139,578CashDeemedCharitableAmt
Net Vl Noncharitable Assets$9,165,597NetVlNoncharitableAssetsAmt
Minimum Investment Return$458,280MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$458,280MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,991TaxBasedOnInvestmentIncomeAmt
Total Tax$1,991TotalTaxAmt
Distributable Before Adj$456,289DistributableBeforeAdjAmt
Distributable Before Ded$456,289DistributableBeforeDedAmt
Distributable As Adjusted$456,289DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$558,000ExpensesAndContributionsAmt
Qualifying Distributions$558,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$456,289DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$136,122ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$73,413ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$2,239ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$32,953ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$244,727TotalExcessDistributionCyovAmt
Qualifying Distributions$558,000QualifyingDistributionsAmt
Applied To Current Year$456,289AppliedToCurrentYearAmt
Remaining Distri From Corpus$101,711RemainingDistriFromCorpusAmt
Total Corpus$346,438TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$136,122ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$210,316ExcessDistriCyovToNextYrAmt
Excess From Year4$73,413ExcessFromYear4Amt
Excess From Year3$2,239ExcessFromYear3Amt
Excess From Year2$32,953ExcessFromYear2Amt
Excess From Current Year$101,711ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonROBERT ROLLANDRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line14153 EDGEHILL DRAddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43220ZIPCd
FieldValueIRS element (for citing)
Recipient Email AddressINFO@ROLLANDFAMILYFOUNDATION.COMRecipientEmailAddressTxt
Form And Info And MaterialsANY REASONABLE FORMATFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (52 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
BOYS & GIRLS CLUB OF FORT WAYNE
2609 FAIRFIELD AVEFORT WAYNEIN46807501(C)(3)GENERAL SUPPORT$30,000
BRIDGES OUTREACH
208 N MAIN STKOKOMOIN46901501(C)(3)GENERAL SUPPORT$5,000
FORT WAYNE CHILDREN'S CHOIR
2101 E COLISEUM BLVDFORT WAYNEIN46805501(C)(3)GENERAL SUPPORT$5,000
FORT WAYNE HABITAT FOR HUMANITY
2020 E WASHINGTON BLVDFORT WAYNEIN46803501(C)(3)GENERAL SUPPORT$10,000
FORT WAYNE HISTORY CENTER
302 E BERRY STFT WAYNEIN46802501(C)(3)GENERAL SUPPORT$2,500
FORT WAYNE MUSEUM OF ART
311 EAST MAIN STFORT WAYNEIN46802501(C)(3)GENERAL SUPPORT$10,000
FORT WAYNE RESCUE MISSION
301 W SUPERIOR STFORT WAYNEIN46802501(C)(3)GENERAL SUPPORT$35,000
HEALTHER MOMS AND BABIES
1025 W RUDISULL BLVDFORT WAYNEIN46807501(C)(3)GENERAL SUPPORT$3,000
HOMEBOUND MEALS INC
611 W BERRY STFORT WAYNEIN46802501(C)(3)GENERAL PURPOSE$5,000
HUCKLEBERRY HOUSE
1421 HAMLET STCOLUMBUSOH43201501(C)(3)GENERAL SUPPORT$2,500
JUNIOR ACHIEVEMENT
601 NOBLE DRIVEFORT WAYNEIN46825501(C)(3)GENERAL SUPPORT$42,000
KATE'S KART INC
10376 LEO RDFORT WAYNEIN46825501(C)(3)GENERAL SUPPORT$6,500
LOVE CHAPEL
311 CENTER STCOLUMBUSIN47201501(C)(3)GENERAL SUPPORT$2,000
MATTHEW 25
413 EAST JEFFERSON BLVDFORT WAYNEIN46802501(C)(3)GENERAL SUPPORT$30,000
OHIO WILDLIFE CENTER
6131 COOK RDPOWELLOH43065501(C)(3)GENERAL SUPPORT$2,000
PBJ CONNECTIONS
9734 JUG STREET RD NWPATASKALAOH43062501(C)(3)GENERAL SUPPORT$7,000
SANS SOUCI
1526 13TH STCOLUMBUSIN47201501(C)(3)GENERAL SUPPORT$3,500
THE NATURE CONSERVANCY
4245 N FAIRFAX DRIVEARLINGTONVA22203501(C)(3)GENERAL SUPPORT$10,000SUITE 100
TURNING POINT DOMESTIC VIOLENCE SER
PO BOX 103COLUMBUSIN47202501(C)(3)GENERAL SUPPORT$4,500
TURNSTONE CENTER FOR CHILDRENADULT
3320 NORTH CLINTON STFORT WAYNEIN46805501(C)(3)GENERAL SUPPORT$36,500
UNITED WAY OF ALLEN COUNTY
334 E BERRY STFORT WAYNEIN46802501(C)(3)GENERAL SUPPORT$21,000
UNITED WAY OF BARTHOLOMEW COUNTY
1531 13TH ST 1100COLUMBUSIN47201501(C)(3)GENERAL SUPPORT$4,000
VINCENT VILLAGE
2827 HOLTON AVEFORT WAYNEIN46806501(C)(3)GENERAL SUPPORT$10,000
YWCA NORTHEAST INDIANA
5920 DECATUR ROADFORT WAYNEIN46816501(C)(3)GENERAL SUPPORT$13,000
WELLSPRING INTERFAITH SOCIAL SERV
1316 BROADWAYFORT WAYNEIN46802501(C)(3)GENERAL SUPPORT$10,000
STILLWATER HOSPICE
5910 HOMESTEAD ROADFORT WAYNEIN46814501(C)(3)GENERAL SUPPORT$6,000
MCMILLEN HEALTH
600 JIN KELLEY BLVDFORT WAYNEIN46816501(C)(3)GENERAL SUPPORT$5,000
COURAGEOUS HEALING
2013 SOUTH ANTHONY BLVDFORT WAYNEIN46803501(C)(3)GENERAL SUPPORT$7,000
RONALD MCDONALD HOUSE OF FORT WAYNE
11109 PARKVIEW PLAZA DRFORT WAYNEIN46845501(C)(3)GENERAL SUPPORT$3,000
TRINE PRO BONO HEALTH SERVICES CENT
1 UNIVERSITY AVEANGOLAIN46703501(C)(3)GENERAL SUPPORT$5,000
MATTHEW'S MARKET
100 WEST 3RD STROCHESTERIN46975501(C)(3)GENERAL SUPPORT$13,500
ARTS UNITED OF GREATER FORT WAYNE
300 EAST MAIN STFORT WAYNEIN46802501(C)(3)GENERAL SUPPORT$12,000
EARLY CHILDHOOD ALLIANCE
516 E WAYNE STFORT WAYNEIN46802501(C)(3)GENERAL SUPPORT$5,000
FORT WAYNE CHILDRENS ZOO
3411 SHERMAN BLVDFORT WAYNEIN46808501(C)(3)GENERAL SUPPORT$10,000
RICO PET RECOVERY
2887 SANDHURST DRLEWIS CENTEROH43035501(C)(3)GENERAL SUPPORT$3,500
BLUE JACKET
2826 SOUTH CALHOUN STFORT WAYNEIN46807501(C)(3)GENERAL SUPPORT$12,000
SCIENCE CENTRAL
1950 CLINTON STFORT WAYNEIN46805501(C)(3)GENERAL SUPPORT$10,000
COMMUNITY TRANSPORTATION NETWORK
5601 INDUSTRIAL ROADFORT WAYNEIN46825501(C)(3)GENERAL SUPPORT$30,000
ERIN'S HOUSE
5670 YMCA PARK DR WESTFORT WAYNEIN46835501(C)(3)GENERAL SUPPORT$20,000
SCAN
500 WEST MAIN STFORT WAYNEIN46802501(C)(3)GENERAL SUPPORT$13,500
CROSSROAD CHILD AND FAMILY SERVICES
1825 BEACON STFORT WAYNEIN46805501(C)(3)GENERAL SUPPORT$7,500
LITTLE RIVER WETLANDS
5000 SMITH ROADFORT WAYNEIN46804501(C)(3)GENERAL SUPPORT$5,000
MUSTARD SEED
3636 ILLNOIS ROADFORT WAYNEIN46804501(C)(3)GENERAL SUPPORT$12,500
SUPER SHOTS
1515 HOBSON ROADFORT WAYNEIN46805501(C)(3)GENERAL SUPPORT$7,500
URBAN OUTREACH
1701 SOUTH LOCKE STKOKOMOIN46902501(C)(3)GENERAL SUPPORT$3,500
FORT WAYNE CIVIC THEATRE
1940 BLUFFTON ROADFORT WAYNEIN46809501(C)(3)GENERAL SUPPORT$18,000
SOULMEDIC - REMEDY LIVE
6429 OAKBROOK PARKWAYFORT WAYNEIN46825501(C)(3)GENERAL SUPPORT$7,500
JUST NEIGHBORS
2925 EAST STATE BOULEVARDFORT WAYNEIN46805501(C)(3)GENERAL SUPPORT$5,000
COMMUNITY HARVEST FOOD BANK
999 EAST TILLMAN ROADFORT WAYNEIN46816501(C)(3)GENERAL SUPPORT$10,000
HOPES HARBOR
7922 W JEFFERSON BLVDFORT WAYNEIN46804501(C)(3)GENERAL SUPPORT$5,000
CHILDRENS INC
715 MCCLURE ROADCOLUMBUSIN47201501(C)(3)GENERAL SUPPORT$1,000
BLESSINGS IN A BACKPACK
111 E WAYNE STFORT WAYNEIN46802501(C)(3)GENERAL SUPPORT$10,000SUITE 555
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$558,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$52,657RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$135,603RelatedOrExemptFunctionIncmAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$16,651RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$55,571RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$260,482RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$260,482TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonMIRIAM V ROLLAND ESTATEContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1150 S 5TH ST STE 1330AddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55402ZIPCd
FieldValueIRS element (for citing)
Total Contributions$2,488,635TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

How AcquiredHowAcquiredTxtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
PURCHASE$533,355$521,240$12,115
PURCHASE$1,238,852$1,207,006$31,846

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondINVESTMENTS - BONDSBondNm
EOY Book Value$2,408,123EOYBookValueAmt
EOYFMV$2,342,471EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENTS - EQUITIESStockNm
EOY Book Value$4,320,448EOYBookValueAmt
EOYFMV$7,956,269EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemINVESTMENTS - REITSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$64,324BookValueAmt
EOYFMV$117,017EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc
EXPENSES
OTHER EXPENSES

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
ROYALTY$4,585$4,585
OTHER INCOME$12,066$12,066

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
PROFESSIONAL FEES$2,900$2,900
INVESTMENT MANAGEMENT FEES$66,407$66,407

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES$886$886
FEDERAL TAXES$3,111$3,111

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