OLIVE B COLE FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- OLIVE B COLE FOUNDATION INC (EIN 35-6040491)
- Tax period
- 2019-04-01 to 2020-03-31
- Filed
- 2021-01-19
- IRS object ID
- 202110199349100601
- Schema version
- 2019v5.1
- 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
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-01-19T12:27:04-06:00 | ReturnTs |
| Tax Period End | 2020-03-31 | 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 | 2019-04-01 | 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 | Maclyn T Parker | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 2604362182 | PhoneNum |
| Signature | 2020-12-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Benjamin S Williams | PreparerPersonNm |
| PTIN | P01085606 | PTIN |
| Phone | 2604231430 | PhoneNum |
| Preparation | 2020-12-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $27,817,458 | 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 | $70,973 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $70,973 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,274,421 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,274,421 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$282,888 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,521,315 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,121 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,121 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,067,627 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,350,515 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $148,250 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $33,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $114,750 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $19,150 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $4,788 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $14,363 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $48,808 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $12,202 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $36,606 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,950 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $585 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,365 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,396 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,698 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,698 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $40,888 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $39,286 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,602 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $58,162 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,743 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $8,228 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $724 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $34,141 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $8,536 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $25,607 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $12,190 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $4,876 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,314 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,873 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,078 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,795 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $383,532 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $114,292 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $221,328 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,261,072 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,261,072 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,644,604 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $114,292 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,482,400 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,423,023 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,236,223 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $45,072 | CashBOYAmt |
| Cash EOY | $24,182 | CashEOYAmt |
| Cash EOYFMV | $24,182 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $428,910 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $547,745 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $547,745 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,048,476 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,582,702 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,670,523 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $22,707,122 | CorporateStockBOYAmt |
| Corporate Stock EOY | $25,750,462 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $23,606,311 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,999,886 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,802,750 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,815,072 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $34,234 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $32,246 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,312 | LandBOYAmt |
| Land EOY | $1,988 | LandEOYAmt |
| Land EOYFMV | $1,988 | LandEOYFMVAmt |
| Other Assets BOY | $100,096 | OtherAssetsBOYAmt |
| Other Assets EOY | $45,068 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $151,637 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $28,331,874 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,754,897 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $27,817,458 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $28,331,874 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $29,754,897 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $28,331,874 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $29,754,897 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $28,331,874 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $29,754,897 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $28,331,874 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,423,023 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $29,754,897 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $29,754,897 | 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 statement | P | $5,452,309 | $5,804,203 | -$351,894 | -$351,894 |
| Capital Gains Dividends | P | $69,006 | $69,006 | $69,006 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$282,888 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,442,529 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $31,154,878 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046302 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,545,023 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $31,764,581 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048640 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,528,830 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $29,099,883 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052537 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,391,431 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $31,455,523 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044235 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,453,012 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $27,936,744 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052011 | DistributionYr5Rt |
| Total Distribution | 0.243725 | TotalDistributionRt |
| Average Distribution | 0.048745 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $31,441,305 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,532,606 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $32,362 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,564,968 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,482,400 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $64,724 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $64,724 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $64,724 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $34,416 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $34,416 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $30,308 | TaxDueAmt |
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 | Maclyn T Parker | 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 | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2018 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (1) | UndistrIncmSect4942a2NotAppInd |
| 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 (9 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 | President | 24.00 | $0 | $0 | $0 |
| Gwen I Tipton | ||||||||
| 811 Village Court | Kendallville | IN | 46755 | Scholarship Director | 10.00 | $0 | $0 | $0 |
| Jack Hunter | ||||||||
| PO Box 10300 | Fort Wayne | IN | 46851 | Director | 2.00 | $0 | $0 | $0 |
| Emily E Pichon | ||||||||
| 2206 Turnberry Lane | Fort Wayne | IN | 46814 | Secretary/Treasurer | 10.00 | $0 | $0 | $0 |
| John Riemke | ||||||||
| 208 Cortland Lane | Kendallville | IN | 46755 | Director | 2.00 | $0 | $0 | $0 |
| John N Pichon Jr | ||||||||
| 611 W County Line Rd South | Fort Wayne | IN | 46814 | Chairman of Board | 18.00 | $0 | $0 | $0 |
| Kristi P Celio | ||||||||
| 147 Landon Lane | Dillon | CO | 80435 | Director | 2.00 | $0 | $0 | $0 |
| Michael Barranda | ||||||||
| 428 Troon Way | Fort Wayne | IN | 46845 | Director | 2.00 | $0 | $0 | $0 |
| J Tracy Tipton | ||||||||
| 3386 E Maple Road | Kendallville | IN | 46755 | Director | 2.00 | $0 | $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 | $31,878,316 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $41,791 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $31,920,107 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $31,920,107 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $478,802 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $31,441,305 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,572,065 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,572,065 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $64,724 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $64,724 | TotalTaxAmt |
| Distributable Before Adj | $1,507,341 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,507,341 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,507,341 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,482,400 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,482,400 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,482,400 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,507,341 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,490,945 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,482,400 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,482,400 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | 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 | $8,545 | Taxable2Amt |
| Undistributed Income CY | $1,507,341 | 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 | Maclyn T Parker | 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 and Lagrange 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 (61 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SCORE | |||||||
| 110 W Berry St | Fort Wayne | IN | 46802 | None | 501(c)(3) | Operating support | $5,000 |
| St Martin's Healthcare | |||||||
| 1359 S Randolph St | Garrett | IN | 46738 | None | 501(c)(3) | Operating support | $25,000 |
| Steuben County Community Foundation | |||||||
| 1701 N Wayne St | Angola | IN | 46703 | None | 501(c)(3) | Balloons Aloft | $5,000 |
| Community Foundation of Dekalb County | |||||||
| PO Box 111 | Auburn | IN | 46706 | None | 501(c)(3) | Waterloo Veterans Memorial Park | $5,000 |
| Noble House Ministries | |||||||
| 205 E Highland St | Albion | IN | 46701 | None | 501(c)(3) | Roof repairs | $13,752 |
| Judy A Morrill Recreation Center | |||||||
| 1200 E Houston St | Garrett | IN | 46738 | None | 501(c)(3) | Operating support/fitness equipment | $25,000 |
| ACRES Land Trust | |||||||
| 1802 Chapman Road | Huntertown | IN | 46748 | None | 501(c)(3) | Summer interns | $18,000 |
| SoulMedic Media Group | |||||||
| 6429 Oakbrook Pkwy | Fort Wayne | IN | 46825 | None | 501(c)(3) | School performances | $20,000 |
| Early Childhood Alliance | |||||||
| 3320 Fairfield Ave | Fort Wayne | IN | 46807 | None | 501(c)(3) | Parents as Teachers Program | $10,000 |
| Trine University | |||||||
| 1 University Ave | Angola | IN | 46703 | None | 501(c)(3) | Health Sciences equipment | $77,602 |
| Honor Flight Northeast Indiana | |||||||
| PO Box 5 | Huntertown | IN | 46748 | None | 501(c)(3) | Bus rental | $5,000 |
| Mid-America Windmill Museum | |||||||
| 732 S Allen Chapel Road | Kendallville | IN | 46755 | None | 501(c)(3) | Windmill repairs | $25,000 |
| The Nature Conservancy | |||||||
| 620 E Ohio St | Indianapolis | IN | 46202 | None | 501(c)(3) | Wetland restoration | $33,000 |
| Science Central | |||||||
| 1905 N Clinton St | Fort Wayne | IN | 46805 | None | 501(c)(3) | Science 4U program | $20,130 |
| Purdue University-Fort Wayne | |||||||
| 2101 E Coliseum Blvd | Fort Wayne | IN | 46805 | None | 501(c)(3) | Bridge project | $50,000 |
| Eckhart Public Library | |||||||
| 603 S Jackson St | Auburn | IN | 46706 | None | 501(c)(3) | Restoration of children's department | $25,000 |
| Ivy Tech Community College | |||||||
| 3800 N Anthony Blvd | Fort Wayne | IN | 46805 | None | 501(c)(3) | Scholarships | $35,000 |
| Kendallville Park & Recreation Dept | |||||||
| 211 Iddings St | Kendallville | IN | 46755 | None | 501(c)(3) | Renovation of tennis courts | $25,000 |
| Garrett Keyser Butler School Corp | |||||||
| 801 E Houston St | Garrett | IN | 46738 | None | 501(c)(3) | Welding equipment | $25,000 |
| Noble County Council on Aging | |||||||
| 111 Cedar St | Kendallville | IN | 46755 | None | 501(c)(3) | Buildin improvements | $25,000 |
| Noble County Concert Association | |||||||
| 601 Wakefield Village Blvd | Kendallville | IN | 46755 | None | 501(c)(3) | Special K | $4,500 |
| Mid-America Windmill Museum | |||||||
| 732 S Allen Chapel Road | Kendallville | IN | 46755 | None | 501(c)(3) | Goodie bags for Winter Wonderland | $1,000 |
| Purdue University-Fort Wayne | |||||||
| 2101 E Coliseum Blvd | Fort Wayne | IN | 46805 | None | 501(c)(3) | New Horizons | $25,000 |
| Fort Wayne Philharmoic | |||||||
| 4901 Fuller Drive | Fort Wayne | IN | 46835 | None | 501(c)(3) | Grant 2019-14 | $15,000 |
| Riley Children's Hospital | |||||||
| 30 S Meridian St | Indianapolis | IN | 46204 | None | 501(c)(3) | Health services | $10,000 |
| Junior Achievement of Northern Indiana | |||||||
| 601 Noble Drive | Fort Wayne | IN | 46825 | None | 501(c)(3) | Casting a Vision | $50,000 |
| The History Center | |||||||
| 302 E Berry St | Indianapolis | IN | 46802 | None | 501(c)(3) | Admissions assistance | $3,650 |
| Mid-America Windmill Museum | |||||||
| 732 S Allen Chapel Road | Kendallville | IN | 46755 | None | 501(c)(3) | Paving repairs | $15,000 |
| Parkview Home Health & Hospice | |||||||
| 2270 Lake Ave | Fort Wayne | IN | 46805 | None | 501(c)(3) | Festival of trees | $750 |
| Fort Wayne Museum of Art | |||||||
| 311 E Main St | Fort Wayne | IN | 46802 | None | 501(c)(3) | Gallery on wheels | $5,000 |
| The History Center | |||||||
| 302 E Berry St | Fort Wayne | IN | 46802 | None | 501(c)(3) | Admissions | $1,000 |
| Cancer Services of Northeast Indiana | |||||||
| 6316 Mutual Drive | Fort Wayne | IN | 46825 | None | 501(c)(3) | Client Advocate Program | $20,000 |
| HearCare Connection | |||||||
| 9604 Coldwater Road | Fort Wayne | IN | 46825 | None | 501(c)(3) | Operating support | $5,000 |
| Mad Anthony Children's Hope House | |||||||
| 7922 W Jefferson Blvd | Fort Wayne | IN | 46804 | None | 501(c)(3) | Operating support | $10,000 |
| Hoosiers Feeding the Hungry | |||||||
| 4490A State Road 327 | Garrett | IN | 46738 | None | 501(c)(3) | Operating support | $10,000 |
| Kate's Kart | |||||||
| 10376 Leo Road | Fort Wayne | IN | 46825 | None | 501(c)(3) | Book distribution | $4,000 |
| Junior Achievement of Northern Indiana | |||||||
| 601 Noble Drive | Fort Wayne | IN | 46825 | None | 501(c)(3) | JA Biztown | $33,000 |
| Fort Wayne Children's Zoo | |||||||
| 3411 Sherman Blvd | Fort Wayne | IN | 46808 | None | 501(c)(3) | Parking lot improvements | $55,500 |
| Big Brothers Big Sisters | |||||||
| 2439 Fairfield Ave | Fort Wayne | IN | 46807 | None | 501(c)(3) | Youth mentoring programs | $7,500 |
| DeKalb County Community Foundation | |||||||
| 700 S Main St | Auburn | IN | 46706 | None | 501(c)(3) | DeKalb County Promise Plan | $5,850 |
| DeKalb County Community Foundation | |||||||
| 700 S Main St | Auburn | IN | 46706 | None | 501(c)(3) | Auburn Waterloo Trail | $2,000 |
| Trine University | |||||||
| 1 University Ave | Angola | IN | 46703 | None | 501(c)(3) | School of Engineering and Technology Building | $50,000 |
| McMillen Center | |||||||
| 600 Jim Kelly Blvd | Fort Wayne | IN | 46816 | None | 501(c)(3) | Health Education sessions | $20,000 |
| Questa Foundation for Education | |||||||
| 6502 Constitution Drive | Fort Wayne | IN | 46804 | None | 501(c)(3) | Scholarships | $20,000 |
| NE IN Tri-State Regional Science Fair | |||||||
| 1 University Ave | Angola | IN | 46703 | None | 501(c)(3) | Science fair | $500 |
| Community Learning Center | |||||||
| PO Box 98 | Kendallville | IN | 46755 | None | 501(c)(3) | Computer and furniture | $32,500 |
| ACRES Land Trust | |||||||
| PO Box 665 | Huntertown | IN | 46748 | None | 501(c)(3) | Intern Program | $18,000 |
| Elkart Civic Township | |||||||
| PO Box 92 | Wawaka | IN | 46794 | None | 501(c)(3) | Park revitalization | $7,000 |
| Steuben County Council on Aging | |||||||
| 317 S Wayne St | Angola | IN | 46703 | None | 501(c)(3) | Senior Center | $25,000 |
| CORE | |||||||
| 839 Northcrest Shopping Center | Fort Wayne | IN | 46805 | None | 501(c)(3) | Vocational training programs | $20,000 |
| Judy A Morrill Recreation Center | |||||||
| 1200 E Houston St | Garrett | IN | 46738 | None | 501(c)(3) | Teen programing | $20,000 |
| SCORE | |||||||
| 110 W Berry St | Fort Wayne | IN | 46802 | None | 501(c)(3) | Operating support | $5,000 |
| Community Foundation of Dekalb County | |||||||
| PO Box 111 | Auburn | IN | 46706 | None | 501(c)(3) | Auburn Skate Park | $20,000 |
| Audiences Unlimited | |||||||
| 1005 W Rudisill Blvd | Fort Wayne | IN | 46807 | None | 501(c)(3) | Ensembles in nursing homes | $7,130 |
| Boomerang Backpacks | |||||||
| 4616 E Dupont Road | Fort Wayne | IN | 46845 | None | 501(c)(3) | Weekend feeding pgrogram | $3,000 |
| Science Central | |||||||
| 1905 N Clinton St | Fort Wayne | IN | 46805 | None | 501(c)(3) | Admissions assistance | $408 |
| LaGrange County Community Foundation | |||||||
| 109 E Central Ave | LaGrange | IN | 46761 | None | 501(c)(3) | Good Samaritan Fund | $10,000 |
| Noble County Community Foundation | |||||||
| 1599 Lincolnway South | Ligonier | IN | 46767 | None | 501(c)(3) | Organizations Active in Disaster Fund | $10,000 |
| Steuben County Community Foundation | |||||||
| 1701 N Wayne St | Angola | IN | 46703 | None | 501(c)(3) | Disaster Response Fund | $10,000 |
| DeKalb County Community Foundation | |||||||
| 700 S Main St | Auburn | IN | 46706 | None | 501(c)(3) | Virus disaster relief | $10,000 |
| Scholarships paid (see attached list) | |||||||
| 6207 Constitution Drive | Fort Wayne | IN | 46804 | None | 501(c)(3) | Scholarships | $216,300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,261,072 | 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 | $70,973 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,274,421 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,121 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$282,888 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,067,627 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,067,627 | 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 | $13,396 | Amt |
| Net Investment Income | $6,698 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,698 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Corporate Bonds | BondNm |
| EOY Book Value | $1,802,750 | EOYBookValueAmt |
| EOYFMV | $1,815,072 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Mutual Funds | StockNm |
| EOY Book Value | $25,750,462 | EOYBookValueAmt |
| EOYFMV | $23,606,311 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,582,702 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,670,523 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $1,950 | LegalFeesAmt |
| Net Investment Income | $585 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,365 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Limited partnership interests | Desc |
| BOY Book Value | $100,096 | BOYBookValueAmt |
| EOY Book Value | $45,068 | EOYBookValueAmt |
| EOYFMV | $151,637 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Dues & Subscriptions | $1,684 | $421 | $1,263 |
| Scholarship Committee | $2,250 | $0 | $2,250 |
| Supplies | $1,192 | $358 | $834 |
| Postage | $747 | $299 | $448 |
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 | $5,121 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5,121 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,121 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management & Custodial Fees | $37,529 | $37,529 | $0 |
| Computers and Other Fees | $752 | $639 | $113 |
| Human Resource | $927 | $278 | $649 |
| Outside Services | $1,680 | $840 | $840 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 990-PF Taxes | $47,192 | $0 | $0 |
| Employment Taxes | $10,970 | $2,743 | $8,228 |
Comments