LUPKE FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LUPKE FOUNDATION INC (EIN 35-6017808)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-07
- IRS object ID
- 202501279349102750
- Schema version
- 2024v5.1
- 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
- Investments Other Schedule2
- Other Decreases Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-07T13:01:34-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 ONE PPG PLACE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 356017808 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUPKE FOUNDATION INC AGENCY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LUPK | BusinessNameControlTxt |
| Phone | 2604176629 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 127 W BERRY STREET STE 500 | AddressLine1Txt |
| City | FORT WAYNE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 468022310 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DUANE E LUPKE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2604176629 | PhoneNum |
| Signature | 2025-04-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JASON BELOT | PreparerPersonNm |
| PTIN | P00183464 | PTIN |
| Phone | 3302555814 | PhoneNum |
| Preparation | 2025-04-24 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,620,587 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $42,751 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $42,650 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $22,917 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $156,305 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $22,917 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $803 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $66,471 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $65,567 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $12,215 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,215 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $810 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $496 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $13,025 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,711 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $75,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $75,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $88,525 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,711 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $75,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$22,054 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $52,856 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $26,396 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $42,661 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $42,661 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $1,387,487 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,348,935 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,577,926 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,413,883 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,391,596 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,620,587 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,413,883 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,391,596 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,413,883 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,391,596 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,413,883 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,391,596 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,413,883 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$22,054 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,684 | OtherIncreasesAmt |
| Subtotal | $1,393,513 | SubtotalAmt |
| Other Decreases | $1,917 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,391,596 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1100.542 AMG RR SM CAP VAL-I | 2023-09-27 | 2024-09-05 | $17,334 | $16,255 | $1,079 | $1,079 | |
| 2571.994 TRANSAMERICA SM CAP GROW-I2 | 2023-09-27 | 2024-09-05 | $17,001 | $16,255 | $746 | $746 | |
| 51. ISHARES CORE S&P 500 ETF | 2023-09-27 | 2024-10-16 | $29,735 | $21,681 | $8,054 | $8,054 | |
| 213.402 PRINCIPAL MIDCAP FUND-R6 | 2019-12-10 | 2024-10-16 | $10,000 | $6,782 | $3,218 | $3,218 | |
| 5932.482 WASATCH INTL OPPORTUNIT-INST | 2023-09-27 | 2024-10-16 | $19,399 | $16,255 | $3,144 | $3,144 | |
| 2641.277 SEAFARER OVERSEAS GROWTH & INCOME INSTL CLASS | 2023-09-27 | 2024-12-24 | $31,061 | $31,035 | $26 | $26 | |
| 1670.545 LONGLEAF PARTNERS FDS TR INTL FD 4428 | 2023-09-27 | 2024-12-24 | $25,426 | $25,125 | $301 | $301 | |
| CAPITAL GAIN DIVIDENDS | $6,349 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,349 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,349 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,349 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,349 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,349 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,349 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $22,917 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $735 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $735 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $735 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $630 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $630 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $105 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4128076328 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 FIRST AVE P7-PFSC-03-Z | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | David B Lupke | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 127 W Berry Street Ste 500 | AddressLine1Txt |
| City | FT WAYNE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,636,542 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,636,542 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,636,542 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,548 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,611,994 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $80,600 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $80,600 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $735 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $735 | TotalTaxAmt |
| Distributable Before Adj | $79,865 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $79,865 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $79,865 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $75,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $75,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $79,865 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $72,988 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $75,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $72,988 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,512 | 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 | $77,353 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SHERRY CAMPBELL PNC BANK N A | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 116 ALLEGHENY CENTER MALL | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4128076328 | RecipientPhoneNum |
| Recipient Email Address | N/A | RecipientEmailAddressTxt |
| Form And Info And Materials | WRITTEN REQUEST FOR PURPOSE AND EXEMPTION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ARTS UNITED OF GTR FORT WAYNE | ||||||||
| 303 EAST MAIN STREET | FORT WAYNE | IN | 46802 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| UNIVERSITY OF ST FRANCIS | ||||||||
| 2701 SPRING ST | FORT WAYNE | IN | 46802 | NONE | PC | GENERAL SUPPORT | $7,500 | |
| ST MARYS SOUP KITCHEN | ||||||||
| 442 E JEFFERSON BLVD | FORT WAYNE | IN | 46802 | NONE | PC | GENERAL SUPPORT | $500 | |
| FORT WAYNE CTR FOR LEARNING | ||||||||
| 800 BROADWAY STE 215 | FORT WAYNE | IN | 46802 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| FORT WAYNE BALLET INC | ||||||||
| 324 PENN AVE | FORT WAYNE | IN | 46807 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| EARLY CHILDHOOD ALLIANCE | ||||||||
| 3320 FAIRFIELD AVENUE | FORT WAYNE | IN | 46807 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| CONCORDIA EDUCATION FOUNDATION | ||||||||
| 1601 ST JOE RIVER DRIVE | FORT WAYNE | IN | 46805 | NONE | PC | WILLIAM LINNEMEIER | $10,000 | |
| COMMUNITY HARVEST FOOD BANK | ||||||||
| 999 EAST TILLMAN ROAD | FORT WAYNE | IN | 46816 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| AUDIENCES UNLIMITED | ||||||||
| 227 E WASHINGTON BLVD | FORT WAYNE | IN | 46802 | NONE | PC | GENERAL SUPPORT | $1,500 | |
| ARCH INC | ||||||||
| 818 LAFAYETTE STREET | FORT WAYNE | IN | 46802 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| ACRES LAND TRUST | ||||||||
| 1005 W RUDISILL BLVD | FORT WAYNE | IN | 46807 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| GARRETT MUSEUM OF ART | ||||||||
| 100 SOUTH RANDOLPH STREET | GARRETT | IN | 46738 | NONE | PC | GENERAL SUPPORT | $500 | |
| FORT WAYNE ICE SKATING CLUB | ||||||||
| 3869 ICE WAY | FORT WAYNE | IN | 46805 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| CLEAR LAKE SKI SCHOOL | ||||||||
| 111 GECOWETS DRIVE | FREMONT | IN | 46737 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| FORT WAYNE MUSEUM OF ART | ||||||||
| 311 E MAIN ST | FORT WAYNE | IN | 46802 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| FRIENDS OF THE LINCOLN COLLECTION | ||||||||
| PO BOX 11083 | FORT WAYNE | IN | 46855 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| ANN ARBOR PIONEER PTSO | ||||||||
| 601 W STADIUM BLVD | ANN ARBOR | MI | 48103 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| Science Central | ||||||||
| 1950 NORTH CLINTON STREET | Fort Wayne | IN | 46805 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| Vincent Village Inc | ||||||||
| 2827 HOLTON AVE | FORT WAYNE | IN | 46806 | NONE | PC | GENERAL SUPPORT | $500 | |
| LITTLE RIVER WETLANDS | ||||||||
| 5000 SMITH RD | FORT WAYNE | IN | 46804 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| Clear Lake Township Land | ||||||||
| 111 GECOWETS DR | FREMONT | IN | 46737 | NONE | PC | GENERAL PURPOSE | $1,000 | Conservancy Inc |
| Steuben County Community Foundation | ||||||||
| 1701 NORTH WAYNE STREET | Angola | IN | 46703 | NONE | PC | GENERAL PURPOSE | $4,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $75,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $42,751 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $22,917 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $803 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $66,471 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $66,471 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (26 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 464287200 ISHARES CORE S&P 500 | AT COST | $436,705 | $609,284 |
| 552746364 MFS EMERGING MKTS DE | AT COST | $20,000 | $16,247 |
| 74256W584 PRINCIPAL MIDCAP FUN | AT COST | $16,982 | $23,849 |
| 74440B884 PRUDENTIAL TOTAL RET | AT COST | $129,821 | $125,124 |
| 89609H704 TRIBUTARY SMALL COMP | AT COST | $15,695 | $16,406 |
| 00171A852 AMG RR SM CAP VAL-I | |||
| 00770X675 PZENA EMERG MKTS VAL | AT COST | $25,125 | $24,668 |
| 057071854 BAIRD AGGREGATE BOND | AT COST | $64,760 | $66,061 |
| 09260B309 BLACKROCK CORE BOND | AT COST | $89,986 | $90,446 |
| 31428Q739 FEDERATED TOTAL RETU | AT COST | $89,799 | $90,869 |
| 317609295 SEAFARER OVERSEAS GR | |||
| 413838566 OAKMARK INTL SM CAP- | AT COST | $16,255 | $16,478 |
| 464288877 ISHARES MSCI EAFE VA | AT COST | $24,940 | $26,917 |
| 46429B697 ISHARES MSCI USA MIN | AT COST | $39,675 | $48,657 |
| 46434V456 ISHARES MSCI INTL QU | AT COST | $43,958 | $49,184 |
| 543069405 LONGLEAF PARTNERS FD | |||
| 557492485 MADISON MID CAP FUND | AT COST | $22,165 | $26,094 |
| 743969586 PGIM JENN INTL OPPOR | AT COST | $47,290 | $58,851 |
| 808524862 SCHWAB SHORT TERM US | AT COST | $120,615 | $121,359 |
| 89154M702 TOUCHSTONE SANDS EM | AT COST | $25,125 | $27,496 |
| 89355J656 TRANSAMERICA SM CAP | |||
| 936793686 WASATCH INTL OPPORTU | |||
| 94987W513 ALLSPRING SPECIAL MI | AT COST | $22,165 | $23,792 |
| 97717X669 WISDOMTREE U.S. QUAL | AT COST | $63,874 | $82,144 |
| 00769G535 LSV SMALL CAP FUND-I | AT COST | $17,000 | $16,668 |
| 674375878 OBERWEIS SMALL CAP O | AT COST | $17,000 | $17,332 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| COST BASIS ADJUSTMENT/PY ROC | $225 |
| 2024 TRANSACTION POSTED IN 2025 | $1,689 |
| ROUNDING | $3 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Revenue And Expenses Per Books | $803 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2023 TRANSACTION POSTED IN 2024 | Desc |
| Amt | $1,684 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PNC AGENT FOR TRUSTEE FEES | CategoryTxt |
| Amt | $12,215 | Amt |
| Net Investment Income | $12,215 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - PRINCIPAL | $314 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $409 | $409 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $87 | $87 | $0 |
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