OLIVE B COLE FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
OLIVE B COLE FOUNDATION INC (EIN 35-6040491)
Tax period
2024-04-01 to 2025-03-31
Filed
2025-08-11
IRS object ID
202532239349100708
Schema version
2024v5.2
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-08-11T10:58:08-00:00ReturnTs
Tax Period End2025-03-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN351482529PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Shambaugh Kast Beck and WilliamsBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 11648AddressLine1Txt
CityFort WayneCityNm
State AbbreviationINStateAbbreviationCd
ZIP46859ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-04-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN356040491EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Olive B Cole Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlOLIVBusinessNameControlTxt
Phone2604032481PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16207 Constitution DrAddressLine1Txt
CityFort WayneCityNm
State AbbreviationINStateAbbreviationCd
ZIP46804ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEmily E PichonPersonNm
Person TitlePresidentPersonTitleTxt
Phone2604032481PhoneNum
Signature2025-08-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBenjamin S WilliamsPreparerPersonNm
PTINP01085606PTIN
Phone2604231430PhoneNum
Preparation2025-08-11PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$36,156,113FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Interest On Sav Rev And Expnss$135,866InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$135,866InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$905,763DividendsRevAndExpnssAmt
Dividends Net Invst Incm$905,763DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$485,422NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$25,801,996GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$151,574CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,545OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,545OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,528,596TotalRevAndExpnssAmt
Total Net Invst Incm$1,194,748TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$212,403CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$48,800CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$163,603CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$21,868OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$5,467OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$16,401OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$107,780PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$26,945PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$80,835PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$2,500LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$750LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$1,750LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$16,143AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$8,072AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$8,072AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$43,353OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$42,067OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$1,286OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$27,944TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,551TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$10,654TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$554DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$554DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$32,813OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$8,203OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$24,610OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$9,986TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$3,994TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$5,992TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$11,416OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$3,425OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$7,993OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$486,760TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$151,828TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$321,196TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,260,301ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,260,301ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,747,061TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$151,828TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,581,497TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$218,465ExcessRevenueOverExpensesAmt
Net Investment Income$1,042,920NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$62,661CashBOYAmt
Cash EOY$40,795CashEOYAmt
Cash EOYFMV$40,795CashEOYFMVAmt
Sav And Temp Cash Invst BOY$150,692SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,362,350SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,362,350SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$2,672,473USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,982,925USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,983,238USGovtObligationsEOYFMVAmt
Corporate Stock BOY$26,954,135CorporateStockBOYAmt
Corporate Stock EOY$25,837,584CorporateStockEOYAmt
Corporate Stock EOYFMV$29,664,917CorporateStockEOYFMVAmt
Corporate Bonds BOY$2,654,405CorporateBondsBOYAmt
Corporate Bonds EOY$3,002,207CorporateBondsEOYAmt
Corporate Bonds EOYFMV$2,866,098CorporateBondsEOYFMVAmt
Other Investments BOY$162,316OtherInvestmentsBOYAmt
Other Investments EOY$212,261OtherInvestmentsEOYAmt
Other Investments EOYFMV$236,968OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$33,920LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$32,173LandBldgEquipAccumDeprecAmt
Land BOY$1,652LandBOYAmt
Land EOY$1,747LandEOYAmt
Land EOYFMV$1,747LandEOYFMVAmt
Total Assets BOY$32,658,334TotalAssetsBOYAmt
Total Assets EOY$32,439,869TotalAssetsEOYAmt
Total Assets EOYFMV$36,156,113TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$32,658,334NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$32,439,869NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$32,658,334TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$32,439,869TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$32,658,334TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$32,439,869TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$32,658,334TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$218,465ExcessRevenueOverExpensesAmt
Subtotal$32,439,869SubtotalAmt
Tot Net Ast Or Fund Balances EOY$32,439,869TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$151,574CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$14,497InvestmentIncomeExciseTaxAmt
Subtotal$14,497SubtotalAmt
Tax Based On Investment Income$14,497TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$20,061EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$20,061TotalPaymentsAndCreditsAmt
Original Return Tax Paid$20,061OriginalReturnTaxPaidAmt
Overpayment$5,564OverpaymentAmt
Applied To ES Tax$5,564AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateINOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website Addressobcole.orgWebsiteAddressTxt
Individual With BooksEmily PichonIndividualWithBooksNm
Phone2604362182PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16207 Constitution DriveAddressLine1Txt
CityFort WayneCityNm
State AbbreviationINStateAbbreviationCd
ZIP46804ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmt
Maclyn T Parker
3108 Covington Lake DrFort WayneIN46804Chairman030.00$59,320$8,772
Emily Pichon
2206 Turnberry LaneFort WayneIN46814President030.00$66,735$43,038
Gwen Tipton
811 Village CourtKendallvilleIN46755Scholarship Director012.00$17,203
Kristi Parker Celico
1085 Gapter RoadBoulderCO80435Secretary/Treasurer018.00$32,087$57,251
Jack Hunter
PO Box 10300Fort WayneIN46851Director005.00$2,122
John Riemke
208 Cortland LaneKendallvilleIN46755Director005.00$8,734
J Tracy Tipton
3386 E Maple RdKendallvilleIN46755Director005.00$8,734
Michael Barranda
428 Troon WayFort WayneIN46845Director005.00$8,734
Larry Clemens
120 Duncastle CourtAngolaIN46703Director005.00$8,734
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1Scholarship program: Grants are awarded college students under a preiously approved scholarship porgram which is administered by the FoundationDescription1Txt
Expenses1$0Expenses1Amt
Description2Affiliated Entity: The foundation provides technical assistance and administered services to ELOC, Inc. without charge. ELOC, Inc. is a private operating foundationDescription2Txt
Expenses2$0Expenses2Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$36,471,109AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$49,287AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$36,520,396TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$36,520,396AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$547,806CashDeemedCharitableAmt
Net Vl Noncharitable Assets$35,972,590NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,798,630MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,798,630MinimumInvestmentReturnAmt
Tax Based On Investment Income$14,497TaxBasedOnInvestmentIncomeAmt
Total Tax$14,497TotalTaxAmt
Distributable Before Adj$1,784,133DistributableBeforeAdjAmt
Distributable Before Ded$1,784,133DistributableBeforeDedAmt
Distributable As Adjusted$1,784,133DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,581,497ExpensesAndContributionsAmt
Qualifying Distributions$1,581,497QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,784,133DistributableAsAdjustedAmt
Undistributed Income PY$1,516,819UndistributedIncomePYAmt
Qualifying Distributions$1,581,497QualifyingDistributionsAmt
Applied To Year1$1,516,819AppliedToYear1Amt
Applied To Current Year$64,678AppliedToCurrentYearAmt
Undistributed Income CY$1,719,455UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNoneContributingManagerNm
Shareholder ManagerNoneShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonEmily PichonRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line16207 Constitution DriveAddressLine1Txt
CityFort WayneCityNm
State AbbreviationINStateAbbreviationCd
ZIP46804ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2604362182RecipientPhoneNum
Recipient Email Addressinfoolivebcole.orgRecipientEmailAddressTxt
Form And Info And MaterialsApplication forms are availabe on requestFormAndInfoAndMaterialsTxt
Submission DeadlinesNoneSubmissionDeadlinesTxt
Restrictions On AwardsScholarship eligbility is limited to residends and/or graduates of secondary schools located within Noble and LaGrange Counties, IndianaRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (64 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Community Foundation of DeKalb County
700 Main StAuburnIN46706NonePCAuburn Waterloo Trail$10,000
ACRES Inc
1802 Chapman RdHuntertownIN46748NonePCSummer intern program$16,000
LaGrange County Parks & Rec
0505 W 700 SWolcottvilleIN46795NonePCLand acquisition at Pine Knob$20,000
Five Medals Living History
1600 E Market StNappaneeIN46550NonePCEducational programming$1,000
Matthew 25 Health and Care
413 E Jefferson BlvdFort WayneIN46802NonePCOperating support$5,000
Community Transportation Network
5601 Industrial RoadFort WayneIN46825NonePCTransportation Study$10,000
Performing Arts of CLC
401 E Diamond StKendallvilleIN46755NonePC2024-2025 concert season$3,000
Questa Education Foundation
6502 Constitution DriveFort WayneIN46804NonePCCounty scholars$60,500
Hamilton Life Center
4001 Terry Lake RdHamiltonIN46742NonePCSound equipment$7,500
Mid America Windmill Museum
732 S Allen Chapel RoadKendallvilleIN46755NonePCRepair of Robertson Post Windmill$13,500
World Baseball Academy
1701 Freeman StFort WayneIN46802NonePCSTEM education programming$4,500
Humane Fort Wayne
901 Leesburg RdFort WayneIN46808NonePCOperating support$10,000
McMillen Health
600 Jim Kelley BlvdFort WayneIN46816NonePCPreventative health education$25,000
SCORE
3201 Stellhorn Rd Ste LL 101Fort WayneIN46815NonePCOperating support$5,000
Impact Institute
1607 Dowling StKendallvilleIN46755NonePCMachine and welding programs$100,000
Alliance Industries Inc
901 E Quincy StGarrettIN46738NonePCWorkshop equipment$20,000
Stillwater Hospice
5910 Homestead RdFort WayneIN46814NonePCEducation lab$10,000
Neighborhood Health
1717 Calhoun StFort WayneIN46802NonePCWard Elementary renovation$10,000
Cameron Hospital Foundation
416 E Maumee StAngolaIN46703NonePCNew education center$50,000
Healthier Moms and Babies
1025 W Rudisill BlvdFort WayneIN46807NonePCPrenatal home visitation program$10,000
Fort Wayne Center for Learning
2510 E Dupont Rd Ste 203Fort WayneIN46825NonePCGo Big and Go Home Event$2,500
Kendallville Parks & Rec
1650 Lake Park DrKendallvilleIN46755NonePCJuly 4 concert$5,000
Black Pine Animal Park
1426 W Main StAlbionIN46701NonePCEmergency fund$5,000
Fort Wayne Historical Railroad Society
15808 Edgerton RdNew HavenIN46774NonePCPullman car$5,000
Auburn Cord Duesenberg Museum
1800 Wayne StAuburnIN46706NonePCAdmissions assistance$5,000
Mid-America Windmill Museum
732 S Allen Chapel RoadKendallvilleIN46755NonePCWinter wonderland goodie bags$1,000
Science Central
1950 N Clinton StFort WayneIN46805NonePCScience 4U program$25,000
Junior Achievement of Northern Indiana
550 E Wallen RdFort WayneIN46825NonePCProgramming$33,000
Audiences Unlimited
1005 Rudsill BlvdFort WayneIN46807NonePCCommunity performances$13,000
White's Family & Residential Services
11809 Lima RoadFort WayneIN46818NonePCGrowing Teens for Life$4,000
Fort Wayne Philharmonic
4901 Fuller DrFort WayneIN46835NonePCEnsambles in schools$20,000
Image of Hope Ranch
5499 Co Rd 31AuburnIN46706NonePCProgramming for at-risk youth$10,000
Hoosiers Feeding the Hungry
4490A IN 327GarrettIN46738NonePCProcessing fees$10,000
SCAN
500 W Main StFort WayneIN46802NonePCSupport for new case worker$25,000
Blue Heron Ministries
2955 W Orland RdAngolaIN46703NonePCOak Barren restoration$10,000
Freedom Academy
401 E Diamond StKendallvilleIN46755NonePCTeen trades certification program$30,000
Fort Wayne Park Foundation
202 W Superior StFort WayneIN46802NonePCDesert house renevoations$5,000
YWCA of Northeast Indiana
1313 W Washington Center RdFort WayneIN46825NonePCYouth development services$7,500
Oak Farm Montessori School
502 Lemper RdAvillaIN46710NonePCSports Complex$20,000
Cancer Services of Northeast Indiana
6316 Mutual DrFort WayneIN46825NonePCClient advocacy program$24,000
The History Center
302 E Berry StFort WayneIN46802NonePCAdmissions assistance$2,500
Ivy Tech Foundation
3800 N Anthony BlvdFort WayneIN46805NonePCScholarships$34,418
JAM Center
1200 E Houston StGarrettIN46738NonePCClub Jam program$25,000
Big Brothers Big Sisters of Northeast Indiana
1005 W Rudisill BlvdFort WayneIN46807NonePCYouth mentoring program$5,000
Riley Children's Foundation
500 N Meridan StIndianapolisIN46204NonePCServices to children in NE Indiana$15,000
The Nature Conservancy
620 E Ohio StIndianapolisIN46202NonePCSalary support for stewardship position$37,500
Trine University
1 University AveAngolaIN46703NonePCBest Hall Renovations$70,000
Be Noble Inc
401 E Diamond StreetKendallvilleIN46755NonePCLeadership Development$8,333
Early Childhood Alliance
516 E Wayne StFort WayneIN46802NonePCPrevious grant rescinded-$10,000
Kendallville Parks & Rec
1650 Lake Park DriveKendallvilleIN46755NonePCNew playground equipment$5,000
Give Hear
130 W Main St Ste 150Fort WayneIN46802NonePCGoshen clinic$2,500
Common Grace
210 N Orange StAlbionIN46701NonePCOperating support$30,000
Soul Medic Media Group
6429 Oakbrook PkwyFort WayneIN46825NonePCGet schooled tour$20,000
Girl Scouts of Northern Indiana-Michiana
10008 Dupont Cir Dr EFort WayneIN46825NonePCGirl Scouts Leadership Experience program$5,000
St Martins Healthcare Inc
1359 S Randolph StGarrettIN46738NonePCMobile Unit$55,000
Central Noble JrSr High School
302 Cougar CtAlbionIN46701NonePCOperating support in memory of John Fitzpatrick$100
NE IN Tri-State Regional Science Fair
1 University AveAngolaIN46703NonePCScience Fair$1,000
ACRES Land Trust
1802 Chapman RoadHuntertownIN46748NonePCSummer interns$13,000
Hamilton Life Center
4001 Terry Lake RoadHamiltonIN46742NonePCMaintenance$6,700
Kate's Kart
10376 Leo RdFort WayneIN46825NonePCProgram expenses$8,500
Hamilton Elementary School
903 S Wayne StHamiltonIN46742NonePCScience Central field trip$1,000
SCORE
3201 Stellhorn Rd Ste LL 101Fort WayneIN46815NonePCOperating Support$7,500
Cole Center Family YMCA
700 Garden StKendallvilleIN46755NonePCNew roof$25,000
Scholarships
6207 Constitution DrFort WayneIN46804NoneICollege scholarships awarded$241,250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,260,301TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$135,866ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$905,763ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,545ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business525990BusinessCd
Exclusion18ExclusionCd
Exclusion$485,422ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,528,596ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,528,596TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Amt$16,143Amt
Net Investment Income$8,072NetInvestmentIncomeAmt
Disbursements Charitable Prps$8,072DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
Gross Sales Price$25,650,422GrossSalesPriceAmt
Basis$25,316,574BasisAmt
Total Net$333,848TotalNetAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
EOY Book Value$3,002,207EOYBookValueAmt
EOYFMV$2,866,098EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
EOY Book Value$25,837,584EOYBookValueAmt
EOYFMV$29,664,917EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Book Value$212,261BookValueAmt
EOYFMV$236,968EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Cost Or Other Basis$33,920CostOrOtherBasisAmt
Accumulated Depreciation$32,173AccumulatedDepreciationAmt
Book Value$1,747BookValueAmt
EOYFMV$1,747EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
Legal Fees$2,500LegalFeesAmt
Net Investment Income$750NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,750DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Dues and Subscriptions$2,217$665$1,552
Scholarship Committee$7,155$2,147$5,009
Supplies$938$281$657
Postage$661$198$463
Maintenance Repairs$445$134$312

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
Revenue And Expenses Per Books$1,545RevenueAndExpensesPerBooksAmt
Net Investment Income$1,545NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Computers$3,051$2,593$458
Human Resources$1,183$355$828
Investment Management Costs$39,119$39,119

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Employment Taxes$14,205$3,551$10,654
Excise Tax$13,739

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