MAGEE-OCONNOR FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MAGEE-OCONNOR FOUNDATION INC (EIN 23-7087967)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-04-14
- IRS object ID
- 202001059349100215
- 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
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-04-14T13:54:33-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL T FLOOD CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4630-8 WEST JEFFERSON BLVD | AddressLine1Txt |
| City | FORT WAYNE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46804 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237087967 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAGEE-O'CONNOR FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | I/C/O MR DOUGLAS E MILLER | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MAGE | BusinessNameControlTxt |
| Phone | 2604220800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 WEST WAYNE STREET | AddressLine1Txt |
| City | FORT WAYNE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46802 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DOUGLAS E MILLER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2604220800 | PhoneNum |
| Signature | 2020-04-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL T FLOOD | PreparerPersonNm |
| PTIN | P01299304 | PTIN |
| Phone | 2604360859 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.44.15.69 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-04-14 | IPDt |
| IP Tm | 14:47:23 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 5DA1071B8A863DB6E85015631F4833841EA62FF5 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7DE2B6CA1C2A0A4D06569C72667D23ABEFBD561C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,423,137 | 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 |
| Dividends Rev And Expnss | $133,930 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $133,930 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $24,933 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $603,560 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $24,933 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $158,863 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $158,863 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,475 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,475 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $18,200 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $18,200 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,558 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,558 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $23,233 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,233 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $272,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $272,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $295,733 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,233 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $272,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$136,870 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $135,630 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $53,870 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $61,726 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $61,726 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,917,778 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,735,047 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,110,475 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,209,279 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,247,284 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,250,936 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $5,180,927 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,044,057 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,423,137 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $5,180,927 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $5,044,057 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,180,927 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,044,057 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,180,927 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,044,057 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,180,927 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$136,870 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,044,057 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,044,057 | 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 |
|---|---|---|---|---|---|
| FIDELITY A/C | P | $581,730 | $578,627 | $3,103 | $3,103 |
| CAPITAL GAINS DIVIDENDS | P | $21,830 | $21,830 | $21,830 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $24,933 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $242,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,258,854 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046113 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $216,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,227,077 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.041323 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $247,058 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,875,136 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050677 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $289,322 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,169,410 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.055968 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $259,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,445,621 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047653 | DistributionYr5Rt |
| Total Distribution | 0.241734 | TotalDistributionRt |
| Average Distribution | 0.048347 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,242,590 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $253,463 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,356 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $254,819 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $272,500 | 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 | $1,356 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,356 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,356 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,720 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $12,720 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $11,364 | OverpaymentAmt |
| Applied To ES Tax | $1,600 | AppliedToESTaxAmt |
| Refund | $9,764 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DOUGLAS E MILLER | IndividualWithBooksNm |
| Phone | 2604220800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 WEST WAYNE STREET | AddressLine1Txt |
| City | FORT WAYNE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DOUGLAS E MILLER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 WEST WAYNE STREET | AddressLine1Txt |
| City | FORT WAYNE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 |
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 | $5,279,788 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $42,638 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,322,426 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,322,426 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $79,836 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,242,590 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $262,130 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $262,130 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,356 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,356 | TotalTaxAmt |
| Distributable Before Adj | $260,774 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $260,774 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $260,774 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $272,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $272,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,356 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $271,144 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $260,774 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $251,224 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $272,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $251,224 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $21,276 | 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 | $239,498 | 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 | DOUGLAS E MILLER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 WEST WAYNE STREET | AddressLine1Txt |
| City | FORT WAYNE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2604220488 | RecipientPhoneNum |
| Form And Info And Materials | NO APPLICATION IS REQUIRED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE, ALTHOUGH FORT WAYNE AREA CHARITIES ARE GIVEN PRIORITY | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| ARC OF NORTHEAST INDIANA | ||||||
| 4919 COLDWATER RD | FORT WAYNE | IN | 46825 | CHARITABLE | $10,000 | |
| AUDIENCES UNLIMITED | ||||||
| 227 E WASHINGTON BLVD | FORT WAYNE | IN | 46802 | CHARITABLE | $3,000 | |
| BISHOP LUERS HIGH SCHOOL CAPITAL FUND | ||||||
| 333 E PAULDING RD | FORT WAYNE | IN | 46816 | CHARITABLE | $5,000 | |
| CLINICA MADRA DE DIOS INC | ||||||
| 2120 SOUTH HARRISON ST | FORT WAYNE | IN | 46802 | CHARITABLE | $2,500 | |
| COMMUNITY TRANSPORTATION NETWORK | ||||||
| 227 E WASHINGTON BLVD 104 | FORT WAYNE | IN | 46802 | CHARITABLE | $5,000 | |
| EARLY CHILDHOOD ALLIANCE | ||||||
| 3320 FAIRFIELD AVE | FORT WAYNE | IN | 46807 | CHARITABLE | $3,000 | |
| ERIN'S HOUSE | ||||||
| 6718 E STATE BLVD | FORT WAYNE | IN | 46815 | CHARITABLE | $3,000 | |
| FORT WAYNE PARKS AND RECREATION | ||||||
| 705 EAST STATE STREET | FORT WAYNE | IN | 46805 | CHARITABLECHARITABLE | $5,000 | |
| FORT WAYNE RESCUE MISSION | ||||||
| 301 WEST SUPERIOR STREET | FORT WAYNE | IN | 46802 | CHARITABLE | $7,500 | |
| HOMEBOUND MEALS | ||||||
| 611 WEST BERRY ST | FORT WAYNE | IN | 46802 | CHARITABLE | $3,000 | |
| IVY TECH FOUNDATION | ||||||
| 50 W FALLCREEK PARKWAY N DR | INDIANAPOLIS | IN | 46208 | CHARITABLE | $5,000 | |
| JUNIOR ACHIEVEMENT | ||||||
| 601 NOBLE DR | FORT WAYNE | IN | 46825 | CHARITABLE | $7,500 | |
| LEAGUE FOR THE BLIND | ||||||
| 5821 S ANTHONY BLVD | FORT WAYNE | IN | 46815 | CHARITABLE | $20,000 | |
| MAPLESEED FARMS | ||||||
| 101 WEST DUPONT ROAD | FORT WAYNE | IN | 46825 | CHARITABLE | $10,000 | |
| MATTHEW 25 | ||||||
| 413 E JEFFERSON BLVD | FORT WAYNE | IN | 46802 | CHARITABLE | $20,000 | |
| MCMILLEN HEALTH | ||||||
| 600 JIM KELLET BLVD | FORT WAYNE | IN | 46816 | CHARITABLE | $5,000 | |
| NORTHEAST INDIANA PUBLIC RADIO | ||||||
| 3204 CLAIRMONT COURT | FORT WAYNE | IN | 46898 | CHARITABLE | $5,000 | |
| SCAN | ||||||
| 500 W MAIN ST | FORT WAYNE | IN | 46802 | CHARITABLE | $10,000 | |
| ST ELIZABETH ANN SETON CAPITAL FUND | ||||||
| 1700 ABOITE CENTER ROAD | FORT WAYNE | IN | 46804 | CHARITABLECHARITABLE | $2,500 | |
| SUPER SHOT | ||||||
| 1 CANAL PLACE | FORT WAYNE | IN | 46802 | CHARITABLE | $7,500 | |
| THE MARBRIDGE FOUNDATION | ||||||
| 2310 BLISS SPILLAR ROAD | MANCHACA | TX | 78652 | CHARITABLE | $32,000 | |
| TURNSTONE CENTER | ||||||
| 3320 N CLINTON ST | FORT WAYNE | IN | 46805 | CHARITABLE | $25,000 | |
| UNIVERSITY OF ST FRANCIS | ||||||
| 2701 SPRING ST | FORT WAYNE | IN | 46808 | CHARITABLE | $15,000 | |
| WELLSPRING INTERFAITH SOCIAL SERVICES | ||||||
| 1316 BROADWAY | FORT WAYNE | IN | 46802 | CHARITABLE | $7,500 | |
| YMCA | ||||||
| 1020 BARR STREET | FORT WAYNE | IN | 46802 | CHARITABLE | $3,500 | |
| VISITING NURSE | ||||||
| ATTNLESLIE FRIEDEL 5910 HOMESTEAD | FORT WAYNE | IN | 46814 | CHARITABLECHARITABLE | $5,000 | RD ATTN LESLIE FRIEDEL |
| THE LITERACY ALLIANCE | ||||||
| ATTNSHANNON PRIDDY 1005 WEST | FORT WAYNE | IN | 46807 | CHARITABLE | $5,000 | RUDISILL BLVDSTE 307 |
| CHILDREN'S AUTISM CENTERINC | ||||||
| ATTNJILL FORTE 10313 ABOITE CENTER | FORT WAYNE | IN | 46804 | CHARITABLE | $5,000 | RD |
| NORTHEAST INDIANA REGIONAL PARTNERSHIP | ||||||
| ATTNRYAN TWISS200 EAST MAIN STSTE | FORT WAYNE | IN | 46802 | CHARITABLE | $5,000 | 910 |
| FORT WAYNE MUSEUM OF ART | ||||||
| ATTNCHARLES A SHEPARD III311 EAST | FORT WAYNE | IN | 46802 | CHARITABLE | $2,500 | MAIN ST |
| THE THIRTEEN STEP HOUSE | ||||||
| ATTNMURRAY HUNT1317 WEST WASHINGTON | FORT WAYNE | IN | 46802 | CHARITABLE | $2,500 | BLVD |
| WOMEN'S CARE CENTER | ||||||
| 360 NNOTRE DAME AVENUE | SOUTH BEND | IN | 46617 | CHARITABLE | $10,000 | |
| FORT WAYNE CHILDREN'S ZOO | ||||||
| ATTNJIM ANDERSON3411 SHERMAN BLVD | FORT WAYNE | IN | 46808 | CHARITABLE | $10,000 | |
| LITTLE RIVER WETLANDS | ||||||
| ATTNAMY SILVA5000 SMITH RD | FORT WAYNE | IN | 46804 | CHARITABLE | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $272,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $133,930 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $24,933 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $158,863 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $158,863 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | DIRECTLY RELATED |
| 3 | DIRECTLY RELATED |
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 | ACCOUNTANT FEES | CategoryTxt |
| Amt | $2,475 | Amt |
| Net Investment Income | $2,475 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BOND FUNDS | BondNm |
| EOY Book Value | $1,247,284 | EOYBookValueAmt |
| EOYFMV | $1,250,936 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $3,735,047 | EOYBookValueAmt |
| EOYFMV | $4,110,475 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINISTRATIVE FEES | $3,200 | $3,200 | $0 |
| INVESTMENT FEES | $15,000 | $15,000 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $2,558 | Amt |
| Net Investment Income | $2,558 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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