IAN AND MIRIAM ROLLAND FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
IAN AND MIRIAM ROLLAND FOUNDATION INC (EIN 35-1944302)
Tax period
2024-07-01 to 2025-06-30
Filed
2025-09-23
IRS object ID
202502669349100920
Schema version
2024v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-09-23T16:09:44-04:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN812336677PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RANDAL J WARNER CPA LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line121 PARKMOOR DRAddressLine1Txt
CityHUNTINGTONCityNm
State AbbreviationINStateAbbreviationCd
ZIP467501345ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN351944302EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1IAN & MIRIAM ROLLAND FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlIAN&BusinessNameControlTxt
Phone6143154761PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14200 DUBLIN RDAddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43221ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT ROLLANDPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6143154761PhoneNum
Signature2025-08-21SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRANDAL J WARNER CPAPreparerPersonNm
PTINP00627553PTIN
Phone2603563414PhoneNum
Preparation2025-09-23PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$13,630,709FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,318,483ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$84,468InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$84,468InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$154,769DividendsRevAndExpnssAmt
Dividends Net Invst Incm$154,769DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$510,425NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,394,761GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$47,385CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$2,257OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$2,257OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$3,070,402TotalRevAndExpnssAmt
Total Net Invst Incm$288,879TotalNetInvstIncmAmt
Other Prof Fees Rev And Expnss$105,161OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$105,161OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$3,242TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,242TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$108,403TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$108,403TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$611,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$611,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$719,903TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$108,403TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$611,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,350,499ExcessRevenueOverExpensesAmt
Net Investment Income$180,476NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY$1,726CashEOYAmt
Cash EOYFMV$1,726CashEOYFMVAmt
Sav And Temp Cash Invst BOY$87,780SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$202,872SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$202,872SavAndTempCashInvstEOYFMVAmt
US Government Obligations EOY$63,694USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$64,245USGovtObligationsEOYFMVAmt
Corporate Stock BOY$4,320,448CorporateStockBOYAmt
Corporate Stock EOY$5,710,817CorporateStockEOYAmt
Corporate Stock EOYFMV$9,838,246CorporateStockEOYFMVAmt
Corporate Bonds BOY$2,408,123CorporateBondsBOYAmt
Corporate Bonds EOY$2,446,082CorporateBondsEOYAmt
Corporate Bonds EOYFMV$2,429,751CorporateBondsEOYFMVAmt
Other Investments BOY$64,324OtherInvestmentsBOYAmt
Other Investments EOY$805,983OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,093,869OtherInvestmentsEOYFMVAmt
Total Assets BOY$6,880,675TotalAssetsBOYAmt
Total Assets EOY$9,231,174TotalAssetsEOYAmt
Total Assets EOYFMV$13,630,709TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$5,763,337CapitalStockBOYAmt
Capital Stock EOY$5,763,337CapitalStockEOYAmt
Retained Earning BOY$1,117,338RetainedEarningBOYAmt
Retained Earning EOY$3,467,837RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$6,880,675TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$9,231,174TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,880,675TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$9,231,174TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,880,675TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,350,499ExcessRevenueOverExpensesAmt
Subtotal$9,231,174SubtotalAmt
Tot Net Ast Or Fund Balances EOY$9,231,174TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$47,385CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,509InvestmentIncomeExciseTaxAmt
Subtotal$2,509SubtotalAmt
Tax Based On Investment Income$2,509TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,000EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,000TotalPaymentsAndCreditsAmt
Tax Due$509TaxDueAmt

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 AddressNAWebsiteAddressTxt
Individual With BooksROBERT ROLLANDIndividualWithBooksNm
Phone6143154761PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14200 DUBLIN RDAddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43221ZIPCd
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
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROBERT ROLLAND
4200 DUBLIN RDCOLUMBUSOH43221PRESIDENT1.00$0$0$0
CAROL ROLLAND
2111 FOREST PARK BLVDFORT WAYNEIN46805VICE PRESIDE1.00$0$0$0
LARRY ROLLAND
PO BOX 5662FORT WAYNEIN46895TREASURER1.00$0$0$0
CHERI ROLLAND
PO BOX 5662FORT WAYNEIN46895SECRETARY1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

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$13,280,664AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$292,731AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$13,573,395TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$13,573,395AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$203,601CashDeemedCharitableAmt
Net Vl Noncharitable Assets$13,369,794NetVlNoncharitableAssetsAmt
Minimum Investment Return$668,490MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$668,490MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,509TaxBasedOnInvestmentIncomeAmt
Total Tax$2,509TotalTaxAmt
Distributable Before Adj$665,981DistributableBeforeAdjAmt
Distributable Before Ded$665,981DistributableBeforeDedAmt
Distributable As Adjusted$665,981DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$611,500ExpensesAndContributionsAmt
Qualifying Distributions$611,500QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$665,981DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$73,413ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$2,239ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$32,953ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$101,711ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$210,316TotalExcessDistributionCyovAmt
Qualifying Distributions$611,500QualifyingDistributionsAmt
Applied To Current Year$611,500AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$54,481ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$54,481ExcessDistributionCyovAppCYAmt
Total Corpus$155,835TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$18,932ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$136,903ExcessDistriCyovToNextYrAmt
Excess From Year4$2,239ExcessFromYear4Amt
Excess From Year3$32,953ExcessFromYear3Amt
Excess From Year1$101,711ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonROBERT ROLLANDRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line14153 EDGEHILL DRAddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43220ZIPCd
FieldValueIRS element (for citing)
Recipient Email AddressINFO@ROLLANDFAMILYFOUNDATION.COMRecipientEmailAddressTxt
Form And Info And MaterialsANY REASONABLE FORMATFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (52 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BLESSINGS IN A BACKPACK
111 E WAYNE STSUITE 555FORT WAYNEIN46802501(C)(3)GENERAL SUPPORT$15,000
BLUE JACKET
2826 SOUTH CALHOUN STFORT WAYNEIN46807501(C)(3)GENERAL SUPPORT$10,000
BOYS & GIRLS CLUB OF FORT WAYNE
2609 FAIRFIELD AVEFORT WAYNEIN46807501(C)(3)GENERAL SUPPORT$50,000
BRIDGES OUTREACH
208 N MAIN STKOKOMOIN46901501(C)(3)GENERAL SUPPORT$6,000
CANCER SERVICES OF ALLEN COUNTY
6316 MUTUAL DRFORT WAYNEIN46825501(C)(3)GENERAL SUPPORT$5,000
CHAUTAUQUA WAWASEE
702 E LAKE VIEW RDSYRACUSEIN46567501(C)(3)GENERAL SUPPORT$2,000
CHRISTIAN COMMUNITY HEALTHCARE
13410 MAIN STGRABILLIN46741501(C)(3)GENERAL SUPPORT$5,000
COMMUNITY HARVEST FOOD BANK
999 EAST TILLMAN ROADFORT WAYNEIN46816501(C)(3)GENERAL SUPPORT$23,000
COMMUNITY TRANSPORTATION NETWORK
5601 INDUSTRIAL ROADFORT WAYNEIN46825501(C)(3)GENERAL SUPPORT$25,000
COURAGEOUS HEALING
2013 SOUTH ANTHONY BLVDFORT WAYNEIN46803501(C)(3)GENERAL SUPPORT$5,000
EARLY CHILDHOOD ALLIANCE
516 E WAYNE STFORT WAYNEIN46802501(C)(3)GENERAL SUPPORT$5,000
ERIN'S HOUSE
5670 YMCA PARK DR WESTFORT WAYNEIN46835501(C)(3)GENERAL SUPPORT$10,000
FORT WAYNE CHILDREN'S CHOIR
2101 E COLISEUM BLVDFORT WAYNEIN46805501(C)(3)GENERAL SUPPORT$5,000
FORT WAYNE CHILDRENS ZOO
3411 SHERMAN BLVDFORT WAYNEIN46808501(C)(3)GENERAL SUPPORT$10,000
FORT WAYNE CIVIC THEATRE
1940 BLUFFTON ROADFORT WAYNEIN46809501(C)(3)GENERAL SUPPORT$40,000
FORT WAYNE HABITAT FOR HUMANITY
2020 E WASHINGTON BLVDFORT WAYNEIN46803501(C)(3)GENERAL SUPPORT$20,000
FORT WAYNE MUSEUM OF ART
311 EAST MAIN STFORT WAYNEIN46802501(C)(3)GENERAL SUPPORT$10,000
FORT WAYNE PARK FOUNDATION
PO BOX 13201FORT WAYNEIN46867501(C)(3)GENERAL SUPPORT$10,000
FORT WAYNE PHILHARMONIC
4901 FULLER DRFORT WAYNEIN46835501(C)(3)GENERAL SUPPORT$7,500
FORT WAYNE RESCUE MISSION
301 W SUPERIOR STFORT WAYNEIN46802501(C)(3)GENERAL SUPPORT$35,000
HANDS OF HOPE
14350 MUNDY DRNOBLESVILLEIN46060501(C)(3)GENERAL SUPPORT$6,000
HEALTHER MOMS AND BABIES
1025 W RUDISULL BLVDFORT WAYNEIN46807501(C)(3)GENERAL SUPPORT$3,000
HOMEBOUND MEALS INC
611 W BERRY STFORT WAYNEIN46802501(C)(3)GENERAL PURPOSE$5,000
HOPES HARBOR
7922 W JEFFERSON BLVDFORT WAYNEIN46804501(C)(3)GENERAL SUPPORT$5,000
JUNIOR ACHIEVEMENT
601 NOBLE DRIVEFORT WAYNEIN46825501(C)(3)GENERAL SUPPORT$25,000
JUST NEIGHBORS
2925 EAST STATE BOULEVARDFORT WAYNEIN46805501(C)(3)GENERAL SUPPORT$5,000
KATE'S KART INC
10376 LEO RDFORT WAYNEIN46825501(C)(3)GENERAL SUPPORT$9,500
KIDS PLACE CHILDREN'S ADVOCACY CENT
PO BOX 693FRANKLINNC28744501(C)(3)GENERAL SUPPORT$10,000
LITTLE RIVER WETLANDS
5000 SMITH ROADFORT WAYNEIN46804501(C)(3)GENERAL SUPPORT$5,000
LOVE CHAPEL
311 CENTER STCOLUMBUSIN47201501(C)(3)GENERAL SUPPORT$4,000
MATTHEW 25
413 EAST JEFFERSON BLVDFORT WAYNEIN46802501(C)(3)GENERAL SUPPORT$35,000
MATTHEW'S MARKET
100 WEST 3RD STROCHESTERIN46975501(C)(3)GENERAL SUPPORT$8,000
MCMILLEN HEALTH
600 JIN KELLEY BLVDFORT WAYNEIN46816501(C)(3)GENERAL SUPPORT$7,500
MERCY HOME FOR BOYS & GIRLS
1140 W JACKSON BLVDCHICAGOIL60607501(C)(3)GENERAL SUPPORT$5,000
MUDDY PAWS
821 9TH AVE FRNTNEW YORKNY10019501(C)(3)GENERAL SUPPORT$2,500
MUSTARD SEED
3636 ILLNOIS ROADFORT WAYNEIN46804501(C)(3)GENERAL SUPPORT$10,000
NEIGHBORLINK FORT WAYNE
2826 S CALHOUN STFORT WAYNEIN46807501(C)(3)GENERAL SUPPORT$5,000
PBJ CONNECTIONS
9734 JUG STREET RD NWPATASKALAOH43062501(C)(3)GENERAL SUPPORT$10,000
SANS SOUCI
1526 13TH STCOLUMBUSIN47201501(C)(3)GENERAL SUPPORT$6,500
SCIENCE CENTRAL
1950 CLINTON STFORT WAYNEIN46805501(C)(3)GENERAL SUPPORT$10,000
STILLWATER HOSPICE
5910 HOMESTEAD ROADFORT WAYNEIN46814501(C)(3)GENERAL SUPPORT$10,000
SUPER SHOTS
1515 HOBSON ROADFORT WAYNEIN46805501(C)(3)GENERAL SUPPORT$10,000
THE BUCKEYE CRUISE FOR CANCER
4980 BLAZER PKWYDUBLINOH43017501(C)(3)GENERAL SUPPORT$3,000
THE NATURE CONSERVANCY
4245 N FAIRFAX DRIVESUITE 100ARLINGTONVA22203501(C)(3)GENERAL SUPPORT$10,000
TRINE PRO BONO HEALTH SERVICES CENT
1 UNIVERSITY AVEANGOLAIN46703501(C)(3)GENERAL SUPPORT$5,000
TURNING POINT DOMESTIC VIOLENCE SER
PO BOX 103COLUMBUSIN47202501(C)(3)GENERAL SUPPORT$6,000
TURNSTONE CENTER FOR CHILDRENADULT
3320 NORTH CLINTON STFORT WAYNEIN46805501(C)(3)GENERAL SUPPORT$40,000
UNICEF
125 MAIDEN LNNEW YORKNY10038501(C)(3)GENERAL SUPPORT$5,000
UNITED WAY OF ALLEN COUNTY
334 E BERRY STFORT WAYNEIN46802501(C)(3)GENERAL SUPPORT$20,000
UNITED WAY OF BARTHOLOMEW COUNTY
1531 13TH ST 1100COLUMBUSIN47201501(C)(3)GENERAL SUPPORT$6,000
URBAN OUTREACH
1701 SOUTH LOCKE STKOKOMOIN46902501(C)(3)GENERAL SUPPORT$6,000
YWCA NORTHEAST INDIANA
5920 DECATUR ROADFORT WAYNEIN46816501(C)(3)GENERAL SUPPORT$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$611,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$84,468RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$154,769RelatedOrExemptFunctionIncmAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$2,257RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$510,425RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$751,919RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$751,919TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonMIRIAM V ROLLAND ESTATEContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1150 S 5TH ST STE 1330AddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55402ZIPCd
FieldValueIRS element (for citing)
Total Contributions$2,318,481TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertySECURTIES FROM ROLLAND QTIP TRNoncashPropertyDesc
Fair Market Value$2,318,481FairMarketValueAmt
Received2024-07-25ReceivedDt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescHow AcquiredHowAcquiredTxtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
EVERCORE SHORT TERMPURCHASE$848,280$791,514$56,766
EVERCORE LONG TERMPURCHASE$2,499,096$2,092,822$406,274

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondINVESTMENTS - BONDSBondNm
EOY Book Value$2,446,082EOYBookValueAmt
EOYFMV$2,429,751EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENTS - EQUITIESStockNm
EOY Book Value$5,710,817EOYBookValueAmt
EOYFMV$9,838,246EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
INVESTMENTS - REITSAT COST$92,718$172,175
OTHER INVESTMENTSAT COST$713,265$921,694

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc
EXPENSES
OTHER EXPENSES

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescRENT/ROYALTY INCOMEDesc
Revenue And Expenses Per Books$2,257RevenueAndExpensesPerBooksAmt
Net Investment Income$2,257NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
PROFESSIONAL FEES$3,325$3,325
INVESTMENT MANAGEMENT FEES$101,836$101,836

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES$1,242$1,242
FEDERAL TAXES$2,000$2,000

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