EDWARD M WILSON FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- EDWARD M WILSON FAMILY FOUNDATION (EIN 31-0976337)
- Tax period
- 2018-10-01 to 2019-09-30
- Filed
- 2020-02-11
- IRS object ID
- 202030429349101003
- Schema version
- 2018v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-02-11T09:00:22-06:00 | ReturnTs |
| Tax Period End | 2019-09-30 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310976337 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARD M WILSON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILS | BusinessNameControlTxt |
| Phone | 4127689969 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 116 ALLEGHENY CENTER MALL P8YB3502L | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15212 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PNC BANK N A BY | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 4127689969 | PhoneNum |
| Signature | 2020-01-31 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | 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 | $37,238,040 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $834,585 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $834,585 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $917,705 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,066,387 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $917,705 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $315 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,752,605 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,752,290 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $226,313 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $109,656 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $116,657 | CompOfcrDirTrstDsbrsChrtblAmt |
| 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 Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $42,523 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,949 | 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 Rev And Expnss | $55 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $55 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $101,120 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $330 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $100,790 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $370,011 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $113,935 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $217,502 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,565,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,565,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,935,761 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $113,935 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,783,252 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$183,156 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,638,355 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,028,722 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,032,244 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,032,244 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| US Government Obligations BOY | $7,235 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $6,068 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $6,760 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $10,896,858 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,833,067 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,321,699 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,773,538 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,559,996 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,767,742 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $13,211,708 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $13,309,215 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $15,109,595 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $30,918,061 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,740,590 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $37,238,040 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $30,852,246 | CapitalStockBOYAmt |
| Capital Stock EOY | $30,666,884 | CapitalStockEOYAmt |
| Retained Earning BOY | $65,815 | RetainedEarningBOYAmt |
| Retained Earning EOY | $73,706 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $30,918,061 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $30,740,590 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $30,918,061 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $30,740,590 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $30,918,061 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$183,156 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,939 | OtherIncreasesAmt |
| Subtotal | $30,741,844 | SubtotalAmt |
| Other Decreases | $1,254 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $30,740,590 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (94 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 2371. DB X-TRACKERS MSCI JAPAN HDG ETF | 2015-05-01 | 2018-10-02 | $105,784 | $101,367 | $4,417 | $4,417 | |
| 43312. DEUTSCHE X-TRACKERS MSCI EUR ETF | 2018-10-02 | $1,233,951 | $1,190,181 | $43,770 | $43,770 | ||
| 24026.014 DODGE & COX INTERNATIONAL STOCK FUND | 2005-09-01 | 2018-10-02 | $1,038,164 | $804,871 | $233,293 | $233,293 | |
| 10149.45 HARBOR FD INTL FD | 2018-10-02 | $647,230 | $574,595 | $72,635 | $72,635 | ||
| 4373. BORG WARNER INC. | 2018-10-16 | $166,378 | $204,587 | -$38,209 | -$38,209 | ||
| 4610. US FOODS HOLDING CORP | 2018-06-20 | 2018-10-16 | $132,315 | $174,599 | -$42,284 | -$42,284 | |
| 4.83 FEDERAL NATL MTG ASSN POOL 357275 | 2002-10-07 | 2018-10-25 | $5 | $5 | |||
| 29.64 FEDERAL NATL MTG ASSN POOL 747528 | 2003-10-10 | 2018-10-25 | $30 | $29 | $1 | $1 | |
| 3125. APPLIED MATERIALS INC | 2016-07-20 | 2018-10-30 | $97,397 | $83,703 | $13,694 | $13,694 | |
| 3082. DOWDUPONT INC REV SPLIT 06/03/19 | 2018-10-30 | $160,324 | $159,939 | $385 | $385 | ||
| 4.86 FEDERAL NATL MTG ASSN POOL 357275 | 2002-10-07 | 2018-10-31 | $5 | $5 | |||
| 116.22 FEDERAL NATL MTG ASSN POOL 747528 | 2003-10-10 | 2018-10-31 | $116 | $115 | $1 | $1 | |
| 6775. FIRST DATA CORP- CLASS A MERGED 07/29/19 | 2018-08-20 | 2018-11-06 | $125,412 | $169,118 | -$43,706 | -$43,706 | |
| 2904. TEXAS INSTRS INC COM | 2018-11-06 | $280,309 | $160,736 | $119,573 | $119,573 | ||
| 1394. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868 | 2017-04-11 | 2018-11-13 | $148,417 | $132,596 | $15,821 | $15,821 | |
| 690. FEDEX CORPORATION | 2018-05-22 | 2018-11-20 | $152,776 | $176,087 | -$23,311 | -$23,311 | |
| 1. NU SKIN ENTERPRISES 67018T105 | 2001-01-01 | 2018-11-23 | $3,011 | $25 | $2,986 | $2,986 | |
| 4.88 FEDERAL NATL MTG ASSN POOL 357275 | 2002-10-07 | 2018-11-30 | $5 | $5 | |||
| 29.9 FEDERAL NATL MTG ASSN POOL 747528 | 2003-10-10 | 2018-11-30 | $30 | $30 | |||
| 1. STATE STREET CORP857477103 | 2001-01-01 | 2018-12-10 | $16 | $16 | $16 | ||
| 3735. SUNCOR ENERGY INC ISIN CA8672241079 SEDOL B3NB1P2 | 2018-08-27 | 2018-12-18 | $108,031 | $156,269 | -$48,238 | -$48,238 | |
| 1420. UNITED TECHNOLOGIES CORP COM | 2018-07-26 | 2018-12-18 | $165,009 | $193,164 | -$28,155 | -$28,155 | |
| 18. ALPHABET INC/CA-CL A | 2015-08-05 | 2018-12-20 | $18,562 | $12,186 | $6,376 | $6,376 | |
| 129. AMGEN INC | 2018-12-20 | $24,006 | $15,132 | $8,874 | $8,874 | ||
| 167. APPLE INC | 2017-05-03 | 2018-12-20 | $26,536 | $24,586 | $1,950 | $1,950 | |
| 933. ARCHER DANIELS MIDLAND CO | 2018-08-20 | 2018-12-20 | $38,549 | $47,516 | -$8,967 | -$8,967 | |
| 65. BIOGEN INC | 2016-09-01 | 2018-12-20 | $19,208 | $18,254 | $954 | $954 | |
| 157. BURLINGTON STORES INC | 2018-12-20 | $24,520 | $14,379 | $10,141 | $10,141 | ||
| 307. HOME DEPOT INC COM | 2012-01-26 | 2018-12-20 | $50,876 | $13,812 | $37,064 | $37,064 | |
| 913. ISHARES TIPS BOND ETF | 2018-12-20 | $99,682 | $104,694 | -$5,012 | -$5,012 | ||
| 205. J P MORGAN CHASE & CO COM | 2002-11-14 | 2018-12-20 | $20,010 | $4,482 | $15,528 | $15,528 | |
| 640. MICROSOFT CORP | 2018-09-18 | 2018-12-20 | $64,849 | $72,617 | -$7,768 | -$7,768 | |
| 7153.076 PRUDENTIAL TOTAL RETURN BOND CLASS R6 | 2015-07-10 | 2018-12-20 | $100,000 | $101,283 | -$1,283 | -$1,283 | |
| 137. S&P GLOBAL INC | 2016-05-24 | 2018-12-20 | $22,764 | $15,260 | $7,504 | $7,504 | |
| 4098.361 VANGUARD INFLATION PROTECTED SECURITIES FUND ADMIRAL SHS | 2016-09-02 | 2018-12-20 | $100,000 | $110,123 | -$10,123 | -$10,123 | |
| 7.67 FEDERAL NATL MTG ASSN POOL 357275 | 2002-10-07 | 2018-12-31 | $8 | $8 | |||
| 143.17 FEDERAL NATL MTG ASSN POOL 747528 | 2003-10-10 | 2018-12-31 | $143 | $142 | $1 | $1 | |
| 959. APPLE INC | 2019-01-08 | $144,826 | $99,231 | $45,595 | $45,595 | ||
| 2530. CITIGROUP INC | 2017-08-10 | 2019-01-08 | $139,265 | $172,240 | -$32,975 | -$32,975 | |
| 1. JPMORGAN CHASE 46625H100 | 2001-01-01 | 2019-01-16 | $102 | $102 | $102 | ||
| 4.96 FEDERAL NATL MTG ASSN POOL 357275 | 2002-10-07 | 2019-01-31 | $5 | $5 | |||
| 72.21 FEDERAL NATL MTG ASSN POOL 747528 | 2003-10-10 | 2019-01-31 | $72 | $71 | $1 | $1 | |
| 1920. PRICE T ROWE GROUP INC COM | 2017-09-13 | 2019-02-11 | $177,738 | $162,017 | $15,721 | $15,721 | |
| 2903. TE CONNECTIVITY LTD SEDOL B62B7C3 ISIN CH0102993182 | 2019-02-11 | $232,344 | $229,251 | $3,093 | $3,093 | ||
| 4577. ARCHER DANIELS MIDLAND CO | 2018-08-20 | 2019-02-21 | $193,471 | $233,099 | -$39,628 | -$39,628 | |
| 1730. OCCIDENTAL PETE CORP COM | 2018-02-01 | 2019-02-25 | $114,042 | $131,050 | -$17,008 | -$17,008 | |
| 7.02 FEDERAL NATL MTG ASSN POOL 357275 | 2002-10-07 | 2019-02-28 | $7 | $7 | |||
| 141.47 FEDERAL NATL MTG ASSN POOL 747528 | 2003-10-10 | 2019-02-28 | $141 | $140 | $1 | $1 | |
| 932. BURLINGTON STORES INC | 2016-09-01 | 2019-03-18 | $134,139 | $76,996 | $57,143 | $57,143 | |
| 530. WELLCARE HEALTH PLANS, INC. MERGED 1/23/20 @ $120.00 P/S | 2018-08-20 | 2019-03-18 | $129,045 | $157,431 | -$28,386 | -$28,386 | |
| 1. PFIZER INC XXX-XX-XXXX | 2001-01-01 | 2019-03-20 | $1,265 | $25 | $1,240 | $1,240 | |
| 1. BANK OF AMERICA XXX-XX-XXXX | 2001-01-01 | 2019-03-28 | $1,013 | $25 | $988 | $988 | |
| 5.02 FEDERAL NATL MTG ASSN POOL 357275 | 2002-10-07 | 2019-03-31 | $5 | $5 | |||
| 28.6 FEDERAL NATL MTG ASSN POOL 747528 | 2003-10-10 | 2019-03-31 | $29 | $28 | $1 | $1 | |
| 105. BOEING CO | 2019-03-18 | 2019-04-15 | $39,606 | $38,841 | $765 | $765 | |
| 662. BOEING CO | 2017-10-31 | 2019-04-15 | $249,708 | $171,154 | $78,554 | $78,554 | |
| 1430. EASTMAN CHEM CO | 2018-04-05 | 2019-04-15 | $120,194 | $150,428 | -$30,234 | -$30,234 | |
| 2647. BANK NEW YORK MELLON CORP COM | 2016-05-03 | 2019-04-29 | $131,680 | $104,676 | $27,004 | $27,004 | |
| 704. BIOGEN INC | 2019-04-29 | $162,087 | $193,549 | -$31,462 | -$31,462 | ||
| 965. CHEVRON CORPORATION | 2019-04-29 | $113,502 | $121,273 | -$7,771 | -$7,771 | ||
| 1730. MCCORMICK & CO INC COM NON VTG | 2019-04-29 | $264,941 | $212,882 | $52,059 | $52,059 | ||
| 4337. MORGAN STANLEY | 2016-10-25 | 2019-04-29 | $210,518 | $144,769 | $65,749 | $65,749 | |
| 890. RAYTHEON COMPANY | 2016-02-02 | 2019-04-29 | $156,477 | $110,466 | $46,011 | $46,011 | |
| 5.05 FEDERAL NATL MTG ASSN POOL 357275 | 2002-10-07 | 2019-04-30 | $5 | $5 | |||
| 84.55 FEDERAL NATL MTG ASSN POOL 747528 | 2003-10-10 | 2019-04-30 | $85 | $84 | $1 | $1 | |
| 17493.857 PNC INTERNATIONAL EQUITY-R6 MERGED 11/15/19 | 2019-05-22 | $398,685 | $354,598 | $44,087 | $44,087 | ||
| 2391. KOHLS CORP COM | 2018-04-06 | 2019-05-29 | $119,675 | $155,628 | -$35,953 | -$35,953 | |
| 5.08 FEDERAL NATL MTG ASSN POOL 357275 | 2002-10-07 | 2019-05-31 | $5 | $5 | |||
| 160.3 FEDERAL NATL MTG ASSN POOL 747528 | 2003-10-10 | 2019-05-31 | $160 | $159 | $1 | $1 | |
| 25. ALPHABET INC/CA-CL A | 2015-08-05 | 2019-06-17 | $27,399 | $16,925 | $10,474 | $10,474 | |
| 121. ALPHABET INC/CA-CL A | 2019-06-17 | $132,611 | $142,638 | -$10,027 | -$10,027 | ||
| 2770. CENTENE CORP | 2018-05-02 | 2019-06-17 | $151,452 | $159,859 | -$8,407 | -$8,407 | |
| 1860. DUKE ENERGY HOLDING CORP | 2018-12-18 | 2019-06-17 | $163,266 | $164,957 | -$1,691 | -$1,691 | |
| 5.25 FEDERAL NATL MTG ASSN POOL 357275 | 2002-10-07 | 2019-06-30 | $5 | $5 | |||
| 29.49 FEDERAL NATL MTG ASSN POOL 747528 | 2003-10-10 | 2019-06-30 | $29 | $29 | |||
| 2885. WASTE MANAGEMENT INC | 2019-07-02 | $333,917 | $241,728 | $92,189 | $92,189 | ||
| 2895. INTEL CORP | 2018-11-06 | 2019-07-16 | $142,336 | $137,818 | $4,518 | $4,518 | |
| 3493. INTEL CORP | 2016-09-01 | 2019-07-16 | $171,738 | $125,630 | $46,108 | $46,108 | |
| 1180. M&T BK CORP | 2019-07-29 | $193,160 | $183,210 | $9,950 | $9,950 | ||
| 5.14 FEDERAL NATL MTG ASSN POOL 357275 | 2002-10-07 | 2019-07-31 | $5 | $5 | |||
| 187.87 FEDERAL NATL MTG ASSN POOL 747528 | 2003-10-10 | 2019-07-31 | $188 | $186 | $2 | $2 | |
| 996. INTERNATIONAL FLAVORS & FRAGRANCES INC | 2019-04-29 | 2019-08-15 | $111,700 | $136,866 | -$25,166 | -$25,166 | |
| 500. LOCKHEED MARTIN CORP | 2019-07-02 | 2019-08-15 | $184,814 | $182,894 | $1,920 | $1,920 | |
| 534. NORFOLK SOUTHN CORP COM | 2018-11-20 | 2019-08-15 | $90,968 | $87,629 | $3,339 | $3,339 | |
| 1721. PFIZER INC COM | 2017-11-14 | 2019-08-15 | $58,805 | $60,918 | -$2,113 | -$2,113 | |
| 1545. AMPHENOL CORP NEW CL A | 2018-11-06 | 2019-08-26 | $131,243 | $139,759 | -$8,516 | -$8,516 | |
| 2684. CBRE GROUP INC | 2018-02-27 | 2019-08-26 | $132,019 | $126,618 | $5,401 | $5,401 | |
| 369. HOME DEPOT INC COM | 2012-01-26 | 2019-08-26 | $80,210 | $16,601 | $63,609 | $63,609 | |
| 278. MCDONALDS CORP COM | 2017-06-21 | 2019-08-26 | $60,044 | $42,793 | $17,251 | $17,251 | |
| 826. NORFOLK SOUTHN CORP COM | 2019-08-26 | $141,388 | $129,436 | $11,952 | $11,952 | ||
| 5.16 FEDERAL NATL MTG ASSN POOL 357275 | 2002-10-07 | 2019-08-31 | $5 | $5 | |||
| 88.12 FEDERAL NATL MTG ASSN POOL 747528 | 2003-10-10 | 2019-08-31 | $88 | $87 | $1 | $1 | |
| 200000. ASTRAZENECA PLC ISIN US046353AF58 SEDOL B88X1V4 | 2013-09-19 | 2019-09-18 | $200,000 | $195,448 | $4,552 | $4,552 | |
| CAPITAL GAIN DIVIDENDS | $149,732 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $917,705 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,745,283 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $36,854,050 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047357 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,619,640 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $34,475,028 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04698 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,669,207 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $33,201,797 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050275 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,563,844 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $34,937,848 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044761 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,673,392 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $33,760,410 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049567 | DistributionYr5Rt |
| Total Distribution | 0.23894 | TotalDistributionRt |
| Average Distribution | 0.047788 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $35,567,627 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,699,706 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $16,384 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,716,090 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,783,252 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $16,384 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $16,384 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $16,384 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $27,100 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $27,100 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $10,716 | OverpaymentAmt |
| Applied To ES Tax | $8,192 | AppliedToESTaxAmt |
| Refund | $2,524 | 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 | See Footnote | 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 | 4127689969 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| 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) |
|---|---|---|
| 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JANET C CHRZAN | ||||||
| 3734 SHINNECOCK COURT | FORT WAYNE | IN | 46814 | DISTRIBUTION COMMITTEE MEM | 1 | $1,500 |
| JUDGE WILLIAM LEE | ||||||
| 1607 DODGE AVENUE | FORT WAYNE | IN | 46805 | DISTRIBUTION COMMITTEE MEM | 1 | $1,000 |
| PNC BANK NA | ||||||
| PO BOX 94651 | CLEVELAND | OH | 441014651 | TRUSTEE | 42 | $219,313 |
| THOMAS M SHOAFF | ||||||
| 111 E WAYNE STE 800 | FORT WAYNE | IN | 46802 | DISTRIBUTION COMMITTEE MEM | 1 | $1,500 |
| THOMAS QUIRK | ||||||
| 7130 BLUE CREEK DR | FORT WAYNE | IN | 46804 | DISTRIBUTION COMMITTEE MEM | 1 | $1,000 |
| MICHAEL EIKENBERRY | ||||||
| 15120 HERON LAKE CROSSING | FORT WAYNE | IN | 46845 | DISTRIBUTION COMMITTEE MEM | 1 | $1,500 |
| JOHN MCMILLEN | ||||||
| 7345 E TANGLEWOOD RD -92 | ROANOKE | IN | 46783 | DISTRIBUTION COMMITTEE MEMBER | 1 | $500 |
| 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 | $36,109,266 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $36,109,266 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $36,109,266 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $541,639 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $35,567,627 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,778,381 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,778,381 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,384 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,384 | TotalTaxAmt |
| Distributable Before Adj | $1,761,997 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,761,997 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,761,997 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,783,252 | 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 | $1,783,252 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $16,384 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,766,868 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,761,997 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,556,536 | 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 | $1,783,252 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,556,536 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $226,716 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,535,281 | 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 | PNC Charitable Trust Grant Review C | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | The Tower at PNC Plaza 300 Fifth A | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4127625157 | RecipientPhoneNum |
| Form And Info And Materials | Please reference the name of the trust in all communications See footnote | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | See footnote | SubmissionDeadlinesTxt |
| Restrictions On Awards | See footnote | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (81 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| ANTHONY WAYNE AREA COUNCIL | ||||||||
| BOY SCOUTS OF AMERICA | 8315 WEST JEFFERSON BLVD | FORT WAYNE | IN | 46804 | NONE | PC | SCOUTREACH PROGRAM | $20,000 |
| IVY TECH FOUNDATION INC | ||||||||
| 3800 N ANTHONY BLVD | FORT WAYNE | IN | 46805 | NONE | PC | NEW VENTURE | $40,000 | |
| EMBASSY THEATRE FOUNDATION INC | ||||||||
| 125 WEST JEFFERSON BLVD | FORT WAYNE | IN | 46802 | NONE | PC | GENERAL | $50,000 | |
| FORT WAYNE PARK FOUNDATION INC | ||||||||
| PO BOX 13201 | FORT WAYNE | IN | 46867 | NONE | PC | SHOWCASE GARDEN EXHIBITS | $4,500 | |
| SOULMEDIC MEDIA GROUP INC | ||||||||
| 6429 OAKBROOK PARKWAY | FORT WAYNE | IN | 468254255 | NONE | PC | OPERATING SUPPORT | $5,000 | |
| SCAN INC | ||||||||
| 500 W MAIN ST | FORT WAYNE | IN | 468021406 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| AUDIENCES UNLIMITED INC | ||||||||
| 1005 W RUDISILL BLVD SUITE 304 | FORT WAYNE | IN | 46807 | NONE | PC | ARTS PERFORMANCES-LONG TERM | $7,500 | |
| FORT WAYNE DANCE COLLECTIVE INC | ||||||||
| 437 E BERRY STREET SUITE 203 | FORT WAYNE | IN | 468022817 | NONE | PC | OPERATING SUPPORT | $5,000 | |
| EAST ALLEN FAMILY RESOURCE CENTE | ||||||||
| 610 PROFESSIONAL PARK DRIVE SUITE A | FORT WAYNE | IN | 46774 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| SCIENCE CENTRAL INC | ||||||||
| 1950 N CLINTON ST | FORT WAYNE | IN | 468054049 | NONE | PC | OPERATING SUPPORT | $60,000 | |
| CENTER FOR NONVIOLENCE INC | ||||||||
| 235 W CREIGHTON AVE | FORT WAYNE | IN | 468071311 | NONE | PC | WOMEN'S NONVIOLENCE | $5,000 | |
| COMMUNITY HARVEST FOOD BANK OF NORTHEAST | ||||||||
| INDIANA INC | 999 E TILLMAN RD | FORT WAYNE | IN | 468161973 | NONE | PC | OPERATING SUPPORT | $15,000 |
| INDIANA DENTAL ASSOCIATION FOUND | ||||||||
| 550 W NORTH ST STE 300 | INDIANAPOLIS | IN | 46202 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| FORT WAYNE PHILHARMONIC ORCHESTRA INC | ||||||||
| 4901 FULLER DR | FORT WAYNE | IN | 468353277 | NONE | PC | OPERATING SUPPORT | $20,000 | |
| GIRL SCOUTS OF NORTHERN INDIANA-MICHIANA | ||||||||
| 10008 DUPONT CIRCLE DRIVE EAST | FORT WAYNE | IN | 468251630 | NONE | PC | LEADERSHIP EXPERIENCE | $20,000 | |
| THE SALVATION ARMY | ||||||||
| 2901 N CLINTON ST | FORT WAYNE | IN | 46805 | NONE | PC | COMMUNITY YOUTH CENTER | $20,000 | |
| YWCA NORTHEAST INDIANA INC | ||||||||
| 1610 SPY RUN AVE | FORT WAYNE | IN | 468054033 | NONE | PC | OPERATING SUPPORT | $10,000 | |
| LEAGUE FOR THE BLIND & DISABLED INC | ||||||||
| 5821 S ANTHONY BLVD | FORT WAYNE | IN | 468163701 | NONE | PC | ADAPTIVE EQUIPMENT PROGRAM | $10,000 | |
| MARKLE HISTORICAL SOCIETY | ||||||||
| 450 W OHIO ST | INDIANAPOLIS | IN | 46202 | NONE | PC | GENERAL SUPPORT | $8,000 | |
| UNIVERSITY OF SAINT FRANCIS | ||||||||
| 2701 SPRING ST | FORT WAYNE | IN | 468083939 | NONE | PC | USF DOWNTOWN CAMPUS CAP | $50,000 | |
| YMCA OF GREATER FORT WAYNE | ||||||||
| 347 W BERRY ST STE 500 | FORT WAYNE | IN | 468022241 | NONE | PC | JACKSON R LEHMAN YMCA | $70,000 | |
| ASSOCIATED CHURCHES OF FORT WAYNE AND | ||||||||
| ALLEN COUNTY INC | 602 E WAYNE ST | FORT WAYNE | IN | 468022016 | NONE | PC | OPERATING SUPPORT | $35,000 |
| TURNSTONE CENTER FOR CHILDREN AND ADULTS | ||||||||
| WITH DISABILITIES | 3320 N CLINTON ST | FORT WAYNE | IN | 468051918 | NONE | PC | CAPITAL CAMPAIGN/CORE | $75,000 |
| JUNIOR ACHIEVEMENT OF NORTHERN INDIANA | ||||||||
| 601 NOBLE DR | FORT WAYNE | IN | 468255544 | NONE | PC | BUILDING CAPITAL | $80,000 | |
| FORT WAYNE MUSEUM OF ART INC | ||||||||
| 311 E MAIN ST | FORT WAYNE | IN | 468021907 | NONE | PC | EXHIBITION PROGRAM | $35,000 | |
| EARLY CHILDHOOD ALLIANCE INC | ||||||||
| 3800 ANTHONY BLVD CC1220 | FT WAYNE | IN | 46805 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| CANCER SERVICES OF NORTHEAST INDIANA | ||||||||
| 6316 MUTUAL DR | FORT WAYNE | IN | 468254529 | NONE | PC | CLIENT ADVOCATE PROGRAM | $15,000 | |
| ARTS UNITED OF GREATER FORT WAYNE INC | ||||||||
| 300 E MAIN ST | FORT WAYNE | IN | 468021919 | NONE | PC | OPERATING SUPPORT | $50,000 | |
| EASTER SEALS ARC OF NORTHEAST INDIANA | ||||||||
| INC | 4919 COLDWATER RD | FORT WAYNE | IN | 468255532 | NONE | PC | ASSISTIVE TECHNOLOGY | $5,000 |
| ALLEN COUNTY-FORT WAYNE HISTORICAL | ||||||||
| SOCIETY INC HISTORY CENTER | 302 EAST BERRY STREET | FORT WAYNE | IN | 468022765 | NONE | PC | K-12 FREE SCHOOL GROUP | $25,000 |
| YOUTH FOR CHRIST OF NORTHERN INDIANA | ||||||||
| 6427 OAKBROOK PARKWAY | FORT WAYNE | IN | 468254253 | NONE | PC | INDIGENOUS LEADERSHIP | $5,500 | |
| THE FORT WAYNE RESCUE MISSION MINISTRIES | ||||||||
| 301 W SUPERIOR ST | FT WAYNE | IN | 46802 | NONE | PC | GENERAL SUPPORT | $7,500 | |
| PARK CENTER INC | ||||||||
| 909 E STATE BLVD | FORT WAYNE | IN | 46805 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| MARTIN LUTHER KING SCHOOL INC | ||||||||
| 6001 S ANTHONY BLVD | FORT WAYNE | IN | 468163705 | NONE | PC | OPERATING SUPPORT FOR | $6,000 | |
| HAROLD W MCMILLEN CENTER FOR HEA | ||||||||
| 600 JIM KELLEY BLVD | FORT WAYNE | IN | 46816 | NONE | PC | GENERAL SUPPORT | $7,500 | |
| BIG BROTHERS BIG SISTERS OF NORTHEAST | ||||||||
| INDIANA | 1005 W RUDISILL BLVD | FORTH WAYNE | IN | 468071210 | NONE | PC | YOUTH MENTORING PROGRAMS | $20,000 |
| HOPE ALIVE INC | ||||||||
| 1747 N WELLS ST | FORT WAYNE | IN | 46808 | NONE | PC | GENERAL SUPPORT | $3,500 | |
| MATTHEW 25 INC | ||||||||
| 413 E JEFFERSON BLVD | FORT WAYNE | IN | 468023201 | NONE | PC | OPERATING SUPPORT | $25,000 | |
| NORTHEAST INDIANA PUBLIC RADIO INC | ||||||||
| 3204 CLAIMONT COURT | FORT WAYNE | IN | 46808 | NONE | PC | NIPR LOCAL PROGRAMMING | $25,000 | |
| EAST WAYNE STREET CENTER | ||||||||
| 801 E WAYNE | FORT WAYNE | IN | 468033936 | NONE | PC | ADULT EDUCATION PROGRAMS | $5,000 | |
| FORT WAYNE CHILDREN'S CHOIR INC | ||||||||
| IPFW RHINEHART MUSIC CENTER | FORT WAYNE | IN | 468051445 | NONE | PC | MUSIC EDUCATION PROGRAM | $3,000 | |
| FORT WAYNE HABITAT FOR HUMANITY | ||||||||
| 2020 E WASHINGTON BLVD SUITE 500 | FT WAYNE | IN | 46803 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| FOUNDATION FOR ART AND MUSIC IN | ||||||||
| ELEMENTARY EDUCATION | 300 E MAIN ST STE 130 | FORT WAYNE | IN | 468021920 | NONE | PC | MULTICULTURAL ARTS PROGRAM | $5,000 |
| BOYS AND GIRLS CLUBS FORT WAYNE | ||||||||
| 2609 FAIRFIELD AVE | FORT WAYNE | IN | 468071214 | NONE | PC | PROJECT LEARN | $65,000 | |
| ALLEN COUNTY EDUCATION PARTNERSHIP DBA | ||||||||
| PROJECT READS | 709 CLAY ST STE 101 | FORT WAYNE | IN | 468022019 | NONE | PC | PROJECT READS PROGRAM | $7,500 |
| FRIENDS OF METEA | ||||||||
| 16015 BAYVIEW BLVD | GRABILL | IN | 46741 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| ERIN'S HOUSE FOR GRIEVING CHILDREN INC | ||||||||
| 5670 YMCA PARK DR WEST | FORT WAYNE | IN | 468353280 | NONE | PC | GRIEF SUPPORT PROGRAMS | $10,000 | |
| EUELL A WILSON CENTER INC | ||||||||
| 1512 OXFORD ST | FORT WAYNE | IN | 46806 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| STUDY CONNECTION | ||||||||
| 1200 S CLINTON ST | FORT WAYNE | IN | 468023594 | NONE | PC | OPERATING SUPPORT | $10,000 | |
| SOARIN HAWK RAPTOR REHABILITATION | ||||||||
| PO BOX 13698 | FORT WAYNE | IN | 46865 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| CHRISTIAN COMMUNITY HEALTH CARE | ||||||||
| 13410 MAIN STREET PO BOX 128 | GABRILL | IN | 46741 | NONE | PC | GENERAL SUPPORT | $4,000 | |
| THE POWER HOUSE ALLIANCE INC | ||||||||
| 830 MAIN ST | NEW HAVEN | IN | 467741448 | NONE | PC | POWER PLANT PROGRAM | $10,000 | |
| CHILDREN'S HOPE INC | ||||||||
| 7922 W JEFFERSON BLVD | FORT WAYNE | IN | 468044140 | NONE | PC | OUTDOOR HOPE AND RESPITE | $10,000 | |
| INTERFAITH HOSPITALITY NETWORK | ||||||||
| 2925 EAST STATE BLVD | FORT WAYNE | IN | 46805 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| BOYS & GIRLS CLUB OF HUNTINGTON | ||||||||
| PO BOX 673 | HUNTINGTON | IN | 46750 | NONE | PC | GENERAL SUPPORT | $13,750 | |
| NORTHEAST INDIANA INNOVATION CENTER | ||||||||
| 3201 STELLHORN ROAD | FORT WAYNE | IN | 46815 | NONE | PC | STUDENT ENTREPRENEURSHIP | $20,000 | |
| COMMUNITY TRANSPORTATION NETWORK | ||||||||
| 5601 INDUSTRIAL ROAD | FORT WAYNE | IN | 46825 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| UNITY PERFORMING ARTS FOUNDATION INC | ||||||||
| IPFW RHINEHART MUSIC CENTER | FORT WAYNE | IN | 46805 | NONE | PC | EXPRESSION CREATIVE WRITING | $7,500 | |
| SUPER SHOT INC | ||||||||
| 709 CALY ST STE 300 | FORT WAYNE | IN | 468022019 | NONE | PC | COMMUNITY IMMUNIZATION | $6,000 | |
| HARLAN CHRISTIAN YOUTH CENTER INC | ||||||||
| PO BOX 467 | HARLAN | IN | 467430467 | NONE | PC | OPERATING SUPPORT | $15,000 | |
| VOLUNTEER LAWYER PROGRAM OF | ||||||||
| NORTHERN INDIANA | 618 SE RIVERSIDE DR APT C | EVANSVILLE | IN | 47713 | NONE | PC | GENERAL SUPPORT | $20,000 |
| THE SOUTHEAST YOUTH COUNCIL INC | ||||||||
| PO BOX 236 19819 MONROEVILLE ROAD | MONROEVILLE | IN | 46773 | NONE | PC | GENERAL SUPPORT | $12,000 | |
| MUSTARD SEED FURNITURE BANK OF FORT | ||||||||
| WAYNE INC | 3636 ILLINOIS RD | FORT WAYNE | IN | 468042062 | NONE | PC | OPERATING SUPPORT | $2,500 |
| BLUE JACKET INC | ||||||||
| 2826 S CALHOUN ST | FORT WAYNE | IN | 468071404 | NONE | PC | CAREER ACADEMY PROGRAM | $7,500 | |
| FORT WAYNE CIVIC THEATRE | ||||||||
| 303 E MAIN ST | FORT WAYNE | IN | 468021907 | NONE | PC | IN THE WINGS | $5,000 | |
| PURDUE UNIVERSITY | ||||||||
| 403 WEST WOOD STREET | FORT WAYNE | IN | 47907 | NONE | PC | GENERAL SUPPORT | $70,000 | |
| PASSAGES INC | ||||||||
| 301 W VAN BUREN ST STE 20 | COLUMBIA CITY | IN | 46725 | NONE | PC | GENERAL SUPPORT | $1,500 | |
| FORT WAYNE BALLET INC | ||||||||
| 300 E MAIN ST | FORT WAYNE | IN | 468021919 | NONE | PC | IN-THEATRE EDUCATIONAL | $8,000 | |
| FORT WAYNE MEDICAL SOCIETY FOUNDATION | ||||||||
| 750 BROADWAY STE 250 | FORT WAYNE | IN | 468021412 | NONE | PC | HEALTHIER MOMS & BABIES | $5,000 | |
| FORT WAYNE ZOOLOGICAL SOCIETY INC | ||||||||
| 3411 SHERMAN BLVD | FORT WAYNE | IN | 468081522 | NONE | PC | AUSTRALIAN ADVENTURE CAP | $75,000 | |
| AMANI FAMILY SERVICES | ||||||||
| 5104 N CLINTON ST | FORT WAYNE | IN | 46825 | NONE | PC | GENERAL SUPPORT | $20,000 | |
| FORT WAYNE TRAILS INC | ||||||||
| 300 E MAIN ST STE 131 | FORT WAYNE | IN | 468021920 | NONE | PC | FWT PRIORITY PROJECTS | $10,000 | |
| HEARCARE CONNECTION INC | ||||||||
| 9604 COLDWATER RD STE 109 | FORT WAYNE | IN | 46825 | NONE | PC | SLIDING FEE SCALE | $5,000 | |
| CROSSWINDS INC | ||||||||
| 4150 ILLINOIS RD | FORT WAYNE | IN | 46804 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| YOUNG LEADERS OF NE INDIANA FOUNDATION | ||||||||
| PO BOX 10774 | FORT WAYNE | IN | 46853 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| WELLSPRING INTERFAITH SOCIAL SERVICES | ||||||||
| INC | 1316 BROADWAY | FORT WAYNE | IN | 468023306 | NONE | PC | PROGRAM SUPPORT | $15,000 |
| SERVICE CORPS OF RETIRED EXECUTIVES | ||||||||
| 409 3RD ST SW 6TH FL | WASHINGTON | DC | 20024 | NONE | PC | GENERAL SUPPORT | $1,500 | |
| NEIGHBORLINK FORT WAYNE FOUNDATI | ||||||||
| 2826 S CALHOUN ST | FORT WAYNE | IN | 46807 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| AMERICAN NATIONAL RED CROSS | ||||||||
| 431 18TH ST NW | WASHINGTON | DC | 20006 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| NORTHEAST INDIANA FOUNDATION INC | ||||||||
| 200 E MAIN ST STE 910 | FORT WAYNE | IN | 46802 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| TEACH OUR CHILDREN FUND INC DBA FORT | ||||||||
| WAYNE CENTER FOR LEARNING | 2510 EAST DUPONT ROAD | FORT WAYNE | IN | 46825 | NONE | PC | OPERATING SUPPORT | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,565,750 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $834,585 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $917,705 | 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 | CROWN CASTLE INTL | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $315 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,752,605 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,752,605 | 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 (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS - FIXED | AT COST | $5,426,143 | $5,526,220 |
| MUTUAL FUNDS - EQUITY | AT COST | $6,880,676 | $8,488,074 |
| MUTUAL FUNDS - ALTERNATIVE | AT COST | $1,002,396 | $1,095,301 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENTS FOR COST BASIS AND ROUNDING | Desc |
| Amt | $1,254 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER NON-ALLOCABLE EXPENSE - | $128 | $0 | $128 |
| OTHER NON-ALLOCABLE EXPENSE - | $272 | $0 | $272 |
| GRANTMAKING FEES | $100,390 | $0 | $100,390 |
| ADR SERVICE FEES | $330 | $330 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CROWN CASTLE INTL CORP | Desc |
| Revenue And Expenses Per Books | $315 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PY ACCRUED INTEREST CARRIED TO CY | Desc |
| Amt | $6,939 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,326 | $1,326 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $4,274 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $34,300 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $2,186 | $2,186 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $437 | $437 | $0 |
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