OLIVE B COLE FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- OLIVE B COLE FOUNDATION INC (EIN 35-6040491)
- Tax period
- 2023-04-01 to 2024-03-31
- Filed
- 2024-08-15
- IRS object ID
- 202422289349100517
- Schema version
- 2023v5.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-15T12:21:45-05:00 | ReturnTs |
| Tax Period End | 2024-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 351482529 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHAMBAUGH KAST BECK & WILLIAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 11648 | AddressLine1Txt |
| City | Fort Wayne | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 468591648 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 356040491 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OLIVE B COLE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OLIV | BusinessNameControlTxt |
| Phone | 2604362182 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6207 CONSTITUTION DR | AddressLine1Txt |
| City | FORT WAYNE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46804 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Emily Pichon | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 2604362182 | PhoneNum |
| Signature | 2024-08-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Benjamin S Williams | PreparerPersonNm |
| PTIN | P01085606 | PTIN |
| Phone | 2604231430 | PhoneNum |
| Preparation | 2024-08-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $35,848,951 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $117,771 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $117,771 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,519,051 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,519,051 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$41,172 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,760,809 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $137 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $137 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,595,787 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,636,959 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $200,560 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $46,053 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $154,507 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $25,804 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $6,451 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $19,353 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $97,222 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $24,306 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $72,917 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,500 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $750 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,750 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,547 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,774 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,774 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $48,295 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $43,616 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,680 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $46,044 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,505 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $10,514 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $683 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $683 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $32,505 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $8,126 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $24,379 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $8,357 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $3,343 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,014 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,467 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,440 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,027 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $488,984 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $148,047 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $308,915 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,246,795 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,246,795 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,735,779 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $148,047 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,555,710 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$139,992 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,488,912 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $106,484 | CashBOYAmt |
| Cash EOY | $62,661 | CashEOYAmt |
| Cash EOYFMV | $62,661 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,196,606 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $150,692 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $150,692 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $2,468,473 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,672,473 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,511,806 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $26,167,167 | CorporateStockBOYAmt |
| Corporate Stock EOY | $26,954,135 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $30,370,918 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,857,271 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,654,405 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,559,202 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $162,316 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $192,020 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $32,756 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $31,104 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,325 | LandBOYAmt |
| Land EOY | $1,652 | LandEOYAmt |
| Land EOYFMV | $1,652 | LandEOYFMVAmt |
| Total Assets BOY | $32,798,326 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,658,334 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $35,848,951 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $32,798,326 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $32,658,334 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $32,798,326 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $32,658,334 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $32,798,326 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $32,658,334 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $32,798,326 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$139,992 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $32,658,334 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $32,658,334 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| See attached schedule | P | $2,727,916 | $2,801,981 | -$74,065 | -$74,065 |
| Capital Gains Dividends | P | $32,893 | $32,893 | $32,893 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$41,172 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $20,696 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $20,696 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $20,696 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $32,026 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $32,026 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $9 | EsPenaltyAmt |
| Overpayment | $11,321 | OverpaymentAmt |
| Applied To ES Tax | $11,321 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | colefoundationonline.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Emily Pichon | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2604362182 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6207 Constitution Dr | AddressLine1Txt |
| City | Fort Wayne | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46804 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Maclyn T Parker | ||||||||
| 3108 Covington Lk Dr | Fort Wayne | IN | 46804 | Chairman of the Board | 30.00 | $56,375 | $22,833 | $0 |
| Gwen I Tipton | ||||||||
| 811 Village Court | Kendallville | IN | 46755 | Scholarship Director | 12.00 | $16,349 | $2,448 | $0 |
| Jack Hunter | ||||||||
| PO Box 10300 | Fort Wayne | IN | 46851 | Director | 2.00 | $8,480 | $0 | $0 |
| Emily E Pichon | ||||||||
| 2206 Turnberry Lane | Fort Wayne | IN | 46814 | President | 30.00 | $63,422 | $30,299 | $0 |
| John Riemke | ||||||||
| 208 Cortland Lane | Kendallville | IN | 46755 | Director | 2.00 | $8,480 | $0 | $0 |
| Kristi P Celico | ||||||||
| 1085 Gapter Road | Boulder | CO | 80435 | Secretary/Treasurer | 30.00 | $30,494 | $43,063 | $0 |
| Michael Barranda | ||||||||
| 428 Troon Way | Fort Wayne | IN | 46845 | Director | 2.00 | $8,480 | $0 | $0 |
| J Tracy Tipton | ||||||||
| 3386 E Maple Road | Kendallville | IN | 46755 | Director | 2.00 | $8,480 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Scholarship Program: Grants are awared college students under a previously approved scholarship program which is admin- istered by the foundation. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | Affiliated Entity: The foundation provides technical assistance and administrative services to ELOC, Inc., with- out charge. ELOC, Inc. is a private operating foundation. | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $32,635,161 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $62,804 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $32,697,965 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $32,697,965 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $490,469 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $32,207,496 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,610,375 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,610,375 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $20,696 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $20,696 | TotalTaxAmt |
| Distributable Before Adj | $1,589,679 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,589,679 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,589,679 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,555,710 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,555,710 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,589,679 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,482,850 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,555,710 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,482,850 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $72,860 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,516,819 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Emily Pichon | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6207 Constitution Dr | AddressLine1Txt |
| City | Fort Wayne | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46804 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2604362182 | RecipientPhoneNum |
| Form And Info And Materials | Application forms are available upon request. Scholarship applications are also available at all offices of secondary schools in Noble County, Indiana. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | Scholarship eligibility is limited to residents and/or graduates of Secondary Schools located within Noble County and Lagrange County, Indiana. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Audiences Unlimited | |||||||
| 1005 W Rudisill Blvd | Fort Wayne | IN | 46807 | None | 501(c)(3) | Ensambles in nursing homes | $14,500 |
| Be Noble | |||||||
| 110 S Orange St | Albion | IN | 46701 | None | 501(c)(3) | Leadership development | $8,333 |
| Big Brothers Big Sisters | |||||||
| 1005 W Rudisill Blvd | Fort Wayne | IN | 46807 | None | 501(c)(3) | Youth mentoring program | $5,000 |
| Black Pine Animal Park | |||||||
| 1426 W Main St | Albion | IN | 46701 | None | 501(c)(3) | Big cat habitat | $50,000 |
| Cancer Services of Northeast Indiana | |||||||
| 6316 Mutual Drive | Fort Wayne | IN | 46825 | None | 501(c)(3) | Client advocate program | $20,000 |
| City of Kendallville | |||||||
| 234 S Main St | Kendallville | IN | 46755 | None | 170(c)(1) | July 4th celebration | $5,000 |
| City of Kendallville Fire Department | |||||||
| 304 E North St | Kendallville | IN | 46755 | None | 501(c)(3) | Extraction equipment | $15,412 |
| Cole Center Family YMCA | |||||||
| 700 S Garden Street | Kendallville | IN | 46755 | None | 501(c)(3) | Pool maintenance projects | $150,000 |
| Community Learning Center | |||||||
| 401 E Diamond St | Kendallville | IN | 46755 | None | 501(c)(3) | Season series performances | $5,000 |
| Ducks Unlimited | |||||||
| 7322 Newman Blvd | Dexter | MI | 48130 | None | 501(c)(3) | Wetland restoration | $25,000 |
| Early Childhood Alliance | |||||||
| 3800 N Anthony Blvd | Fort Wayne | IN | 46805 | None | 501(c)(3) | Parents as teachers program | $10,000 |
| East Noble Band Boosters | |||||||
| PO Box 301 | Kendallville | IN | 46755 | None | 501(c)(3) | Band trailer | $5,000 |
| Excelsior Arts Academy & Youth Theater | |||||||
| 117 E 9th St | Auburn | IN | 46706 | None | 501(c)(3) | Upgrades to Auburn church | $15,000 |
| Fort Wayne Historical Railroad Society | |||||||
| PO Box 94 | Spencerville | IN | 46788 | None | 501(c)(3) | Renovation of Pleasant Lake Depot | $50,000 |
| Fort Wayne Philharmoic | |||||||
| 4901 Fuller Drive | Fort Wayne | IN | 46835 | None | 501(c)(3) | Ensambles in schools | $20,000 |
| Fortitude Fund | |||||||
| 1319 Magnavox Way | Fort Wayne | IN | 46804 | None | 501(c)(3) | Entrepreneurial initiatives in DeKalb and Huntington Counties | $10,000 |
| Girl Scouts of Northern IN | |||||||
| 10008 Dupont Circle | Fort Wayne | IN | 46845 | None | 501(c)(3) | Operating support | $5,000 |
| GiveHear | |||||||
| 130 W Main St | Fort Wayne | IN | 46802 | None | 501(c)(3) | Goshen clinic | $10,000 |
| Historic Downtown Kendallville | |||||||
| 234 S Main St | Kendallville | IN | 46755 | None | 501(c)(3) | Building purchase of 213 S Main Street | $100,000 |
| Humane Fort Wayne | |||||||
| 4914 S Hanna St | Fort Wayne | IN | 46806 | None | 501(c)(3) | New building | $50,000 |
| Inspiration Ministries | |||||||
| 138 E 7th St | Auburn | IN | 46703 | None | 501(c)(3) | Remodel Grace House | $50,000 |
| Judy A Morrill Recreation Center | |||||||
| 1200 E Houston St | Garrett | IN | 46738 | None | 501(c)(3) | Club JAM | $25,000 |
| Junior Achievement of Northern Indiana | |||||||
| 550 E Wallen Road | Fort Wayne | IN | 46825 | None | 501(c)(3) | Regional JA Chapter support | $33,000 |
| Kate's Kart | |||||||
| 10376 Leo Road | Fort Wayne | IN | 46845 | None | 501(c)(3) | Book distribution | $8,500 |
| Kendallville Daycare Center | |||||||
| 601 Orchard Place Parkway | Kendallville | IN | 46755 | None | 501(c)(3) | Kitchen renovation | $10,000 |
| Kendallville Parks & Recreation | |||||||
| 211 Iddings St | Kendallville | IN | 46755 | None | 501(c)(3) | Skate park & outdoor fireplace | $55,000 |
| McMillen Center | |||||||
| 600 Jim Kelly Blvd | Fort Wayne | IN | 46816 | None | 501(c)(3) | Preventative health education for students | $20,000 |
| Mid-America Windmill Museum | |||||||
| 732 S Allen Chapel Road | Kendallville | IN | 46755 | None | 501(c)(3) | Repair Robertson Post Windmill and Winter Wonderland goodie bags | $26,000 |
| NE IN Tri-State Regional Science Fair | |||||||
| One University Ave | Angola | IN | 46703 | None | 501(c)(3) | Science fair | $1,000 |
| Riley Children's Foundation | |||||||
| 30 S Meridian St | Indianapolis | IN | 46204 | None | 501(c)(3) | Services to children in Northeast Indiana | $15,000 |
| Science Central | |||||||
| 1905 N Clinton St | Fort Wayne | IN | 46805 | None | 501(c)(3) | Science 4U program | $25,000 |
| SoulMedic Media Group | |||||||
| 6429 Oakbrook Pkwy | Fort Wayne | IN | 46825 | None | 501(c)(3) | Get Schooled Tour | $25,000 |
| St Martin's Healthcare | |||||||
| 1359 S Randolph St | Garrett | IN | 46738 | None | 501(c)(3) | Mobile clinic | $55,000 |
| The Book Start Fund | |||||||
| 4101 W Hamilton Rd S | Fort Wayne | IN | 46814 | None | 501(c)(3) | Board books for social agencies | $2,000 |
| The History Center | |||||||
| 302 E Berry St | Fort Wayne | IN | 46802 | None | 501(c)(3) | Admissions assistance | $2,500 |
| The Nature Conservancy | |||||||
| 620 E Ohio St | Indianapolis | IN | 46202 | None | 501(c)(3) | Salary support for stewardship program | $37,500 |
| Youth for Christ | |||||||
| 6427 Oakbrook Parkway | Fort Wayne | IN | 46825 | None | 501(c)(3) | Campus Life programs | $10,000 |
| YMCA of Northeast Indiana | |||||||
| 5920 Decatur Road | Fort Wayne | IN | 46816 | None | 501(c)(3) | Youth Development Services | $7,500 |
| Scholarship grants - see attached list | |||||||
| 6207 Constitution | Fort Wayne | IN | 46804 | None | 501(c)(3) | College scholarships | $265,550 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,246,795 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $117,771 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,519,051 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $137 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$41,172 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,595,787 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,595,787 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting fees | CategoryTxt |
| Amt | $15,547 | Amt |
| Net Investment Income | $7,774 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,774 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Corporate Bonds | BondNm |
| EOY Book Value | $2,654,405 | EOYBookValueAmt |
| EOYFMV | $2,559,202 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Mutual Funds | StockNm |
| EOY Book Value | $26,954,135 | EOYBookValueAmt |
| EOYFMV | $30,370,918 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,672,473 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,511,806 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Other Investments | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $162,316 | BookValueAmt |
| EOYFMV | $192,020 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $2,500 | LegalFeesAmt |
| Net Investment Income | $750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,750 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Dues & Subscriptions | $1,810 | $543 | $1,267 |
| Scholarship Committee | $6,750 | $2,025 | $4,725 |
| Supplies | $1,951 | $585 | $1,366 |
| Postage | $330 | $99 | $231 |
| Maintenance & Repair | $626 | $188 | $438 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Class Action Litigation Proceeds | Desc |
| Revenue And Expenses Per Books | $137 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $137 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $137 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management & Custodial Fees | $41,502 | $41,502 | $0 |
| Computers and Other Fees | $396 | $337 | $59 |
| Human Resource | $1,147 | $344 | $803 |
| Outside Services | $480 | $240 | $240 |
| Compensation Committee | $4,770 | $1,193 | $3,578 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 990-PF Taxes | $32,026 | $0 | $0 |
| Employment Taxes | $14,018 | $3,505 | $10,514 |
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