LUPKE FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- LUPKE FOUNDATION INC (EIN 35-6017808)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-10
- IRS object ID
- 201901309349100800
- 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 Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-10T09:00:38-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221146430 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC BANK NA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| 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) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 356017808 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUPKE FOUNDATION INC AGENCY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LUPK | BusinessNameControlTxt |
| Phone | 4127629161 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 127 W BERRY STREET STE 500 | AddressLine1Txt |
| City | FORT WAYNE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 468022310 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DUANE E LUPKE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4127629161 | PhoneNum |
| Signature | 2019-04-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL A BOKESCH | PreparerPersonNm |
| PTIN | P00227658 | PTIN |
| Phone | 4127629161 | PhoneNum |
| Preparation | 2019-04-02 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 161.150.240.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3BB8C0E9FEC78F69228AD1801D614A994052CE46 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3BB8C0E9FEC78F69228AD1801D614A994052CE46 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,347,648 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $36,039 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,039 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $60,162 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $646,447 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $60,162 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,000 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $97,201 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $96,201 | TotalNetInvstIncmAmt |
| 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 Rev And Expnss | $11,206 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,206 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,003 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $179 | 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 Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $12,209 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,385 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $70,950 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $70,950 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $83,159 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,385 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $70,950 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $14,042 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $84,816 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $36,021 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $48,695 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $48,695 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| US Government Obligations BOY | $100,415 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $382,768 | CorporateStockBOYAmt |
| Corporate Stock EOY | $422,646 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $495,163 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $746,250 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $808,153 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $803,790 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,265,454 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,279,494 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,347,648 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,233,162 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,275,657 | CapitalStockEOYAmt |
| Retained Earning BOY | $32,292 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,837 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,265,454 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,279,494 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,265,454 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,279,494 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,265,454 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $14,042 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,279,496 | SubtotalAmt |
| Other Decreases | $2 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,279,494 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (73 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 8.893 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I | 2014-12-10 | 2018-01-11 | $180 | $172 | $8 | $8 | |
| 56.416 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I | 2018-01-11 | $1,141 | $1,081 | $60 | $60 | ||
| 1967.702 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I | 2018-01-11 | $39,787 | $35,101 | $4,686 | $4,686 | ||
| 105. ABBOTT LABORATORIES INC | 2016-06-29 | 2018-01-12 | $6,184 | $4,046 | $2,138 | $2,138 | |
| 40. AGILENT TECHNOLOGIES (IPO) | 2018-01-12 | $2,864 | $2,485 | $379 | $379 | ||
| 11. THERMO ELECTRON CORP COM | 2015-08-31 | 2018-01-12 | $2,309 | $1,376 | $933 | $933 | |
| 66. WYNDHAM WORLDWIDE CORP | 2018-01-12 | $7,713 | $4,144 | $3,569 | $3,569 | ||
| 111. TRANSCANADA CORP (HOLDING CO) | 2017-06-06 | 2018-02-01 | $5,031 | $5,245 | -$214 | -$214 | |
| 85. CBS CORP CLASS B WI | 2016-12-15 | 2018-02-22 | $4,629 | $5,434 | -$805 | -$805 | |
| 69. PEPSICO INC COM | 2018-02-27 | $7,668 | $7,297 | $371 | $371 | ||
| 108. PROLOGIS INC | 2016-10-25 | 2018-02-27 | $6,598 | $5,688 | $910 | $910 | |
| 50. PROLOGIS INC | 2017-06-06 | 2018-02-27 | $3,055 | $2,823 | $232 | $232 | |
| 15. SHERWIN-WILLIAMS CO | 2017-06-21 | 2018-04-05 | $5,971 | $5,347 | $624 | $624 | |
| 33. STANLEY BLACK & DECKER INC | 2017-11-08 | 2018-04-05 | $5,099 | $5,468 | -$369 | -$369 | |
| 996.44 COLUMBIA FLOATING RATE FUND INSTITUTIONAL | 2018-04-06 | $9,088 | $9,000 | $88 | $88 | ||
| 8. MOHAWK INDS INC | 2018-04-06 | $1,912 | $1,919 | -$7 | -$7 | ||
| 23. MOHAWK INDS INC | 2016-08-31 | 2018-04-06 | $5,498 | $4,896 | $602 | $602 | |
| 31. AETNA INC NEW | 2013-05-31 | 2018-05-02 | $5,481 | $1,912 | $3,569 | $3,569 | |
| 51. ILLINOIS TOOL WORKS INC COM | 2016-02-18 | 2018-05-03 | $7,233 | $4,885 | $2,348 | $2,348 | |
| 64. COMCAST CORPORATION CL A | 2013-05-15 | 2018-05-09 | $1,965 | $1,390 | $575 | $575 | |
| 11. HOME DEPOT INC COM | 2013-05-15 | 2018-05-09 | $2,046 | $855 | $1,191 | $1,191 | |
| 21. KOHLS CORP COM | 2018-04-06 | 2018-05-09 | $1,284 | $1,367 | -$83 | -$83 | |
| 16. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868 | 2017-04-12 | 2018-05-09 | $1,681 | $1,530 | $151 | $151 | |
| 134. BERRY GLOBAL GROUP INC | 2018-05-22 | $6,513 | $6,074 | $439 | $439 | ||
| 45. HONEYWELL INTL INC | 2015-02-04 | 2018-05-22 | $6,784 | $4,539 | $2,245 | $2,245 | |
| 89. ANALOG DEVICES INC | 2018-05-29 | $8,361 | $7,159 | $1,202 | $1,202 | ||
| 82. AGILENT TECHNOLOGIES (IPO) | 2017-05-31 | 2018-06-20 | $5,170 | $4,945 | $225 | $225 | |
| 135. HALLIBURTON CO | 2017-02-07 | 2018-06-20 | $6,164 | $7,515 | -$1,351 | -$1,351 | |
| 60. SMUCKER J M CO COM NEW | 2018-02-27 | 2018-06-20 | $6,301 | $7,705 | -$1,404 | -$1,404 | |
| 30. CONSTELLATION BRANDS INC CL A | 2014-05-16 | 2018-07-03 | $6,451 | $2,458 | $3,993 | $3,993 | |
| 33. CUMMINS INC | 2017-02-24 | 2018-07-03 | $4,383 | $4,905 | -$522 | -$522 | |
| 27. CONSTELLATION BRANDS INC CL A | 2014-05-16 | 2018-07-26 | $5,812 | $2,212 | $3,600 | $3,600 | |
| 36. GENERAL DYNAMICS CORP | 2015-05-29 | 2018-07-26 | $7,259 | $5,052 | $2,207 | $2,207 | |
| 29. THERMO ELECTRON CORP COM | 2015-08-31 | 2018-07-26 | $6,735 | $3,628 | $3,107 | $3,107 | |
| 42. PARKER HANNIFIN CORP | 2017-04-12 | 2018-08-01 | $6,996 | $6,780 | $216 | $216 | |
| 94. STATE STR CORP COM | 2016-09-09 | 2018-08-01 | $8,322 | $6,638 | $1,684 | $1,684 | |
| 70. TYSON FDS INC COM | 2016-03-29 | 2018-08-01 | $4,050 | $4,731 | -$681 | -$681 | |
| 35. TYSON FDS INC COM | 2017-10-02 | 2018-08-01 | $2,025 | $2,498 | -$473 | -$473 | |
| 37. FACEBOOK INC | 2018-08-20 | $6,420 | $4,396 | $2,024 | $2,024 | ||
| 44. JOHNSON & JOHNSON COM | 2013-05-17 | 2018-08-20 | $5,936 | $3,867 | $2,069 | $2,069 | |
| 71. LAUDER ESTEE COS INC CL A | 2018-08-20 | $10,024 | $7,751 | $2,273 | $2,273 | ||
| 70. ROYAL DUTCH SHELL PLC ADR A | 2017-10-31 | 2018-08-27 | $4,619 | $4,416 | $203 | $203 | |
| 33. LAM RESEARCH CORP | 2018-09-18 | $5,069 | $2,636 | $2,433 | $2,433 | ||
| 54. MARRIOTT INTERNATIONAL INC CL A | 2018-01-12 | 2018-09-18 | $7,009 | $7,529 | -$520 | -$520 | |
| 39. STRYKER CORP | 2017-04-12 | 2018-09-18 | $6,761 | $5,094 | $1,667 | $1,667 | |
| 1. AMERICAN INTERNATIONAL GROUP INC | 2001-01-01 | 2018-09-26 | $48 | $48 | $48 | ||
| 653.783 ARTISAN INTERNATIONAL FD-ADV | 2018-10-01 | $21,948 | $18,009 | $3,939 | $3,939 | ||
| 5.429 ARTISAN INTERNATIONAL FD-ADV | 2017-11-21 | 2018-10-01 | $182 | $180 | $2 | $2 | |
| 284. XTRACKERS MSCI JAPAN HEDGED ETF | 2015-05-01 | 2018-10-01 | $12,763 | $12,205 | $558 | $558 | |
| 2168. XTRACKERS MSCI EUROPE HEDGED ETF | 2018-10-01 | $62,221 | $60,191 | $2,030 | $2,030 | ||
| 11.753 DODGE & COX INTERNATIONAL STOCK FUND | 2017-12-20 | 2018-10-01 | $509 | $538 | -$29 | -$29 | |
| 603.065 DODGE & COX INTERNATIONAL STOCK FUND | 2018-10-01 | $26,131 | $22,394 | $3,737 | $3,737 | ||
| 23.867 HARBOR FD INTL FD | 2018-10-01 | $1,529 | $1,602 | -$73 | -$73 | ||
| 378. HARBOR FD INTL FD | 2018-10-01 | $24,215 | $24,867 | -$652 | -$652 | ||
| 100000. IBM CORP NOTES | 2008-10-28 | 2018-10-15 | $100,000 | $100,000 | |||
| 168. BORG WARNER INC. | 2018-10-16 | $6,392 | $7,910 | -$1,518 | -$1,518 | ||
| 165. US FOODS HOLDING CORP | 2018-06-20 | 2018-10-16 | $4,736 | $6,249 | -$1,513 | -$1,513 | |
| 123. APPLIED MATERIALS INC | 2016-07-20 | 2018-10-30 | $3,834 | $3,291 | $543 | $543 | |
| 112. DOWDUPONT INC | 2018-10-30 | $5,826 | $5,833 | -$7 | -$7 | ||
| 260. FIRST DATA CORP- CLASS A | 2018-08-20 | 2018-11-06 | $4,813 | $6,490 | -$1,677 | -$1,677 | |
| 105. TEXAS INSTRS INC COM | 2018-11-06 | $10,135 | $5,822 | $4,313 | $4,313 | ||
| 52. ROYAL CARRIBEAN CRUISES LTD SEDOL 2754907 ISIN LR0008862868 | 2017-04-12 | 2018-11-13 | $5,536 | $4,973 | $563 | $563 | |
| 25. FEDEX CORPORATION | 2018-05-22 | 2018-11-20 | $5,535 | $6,380 | -$845 | -$845 | |
| 1. NU SKIN ENTERPRISES 67018T105 | 2001-01-01 | 2018-11-23 | $95 | $25 | $70 | $70 | |
| 110. SUNCOR ENERGY INC ISIN CA8672241079 SEDOL B3NB1P2 | 2018-08-27 | 2018-12-18 | $3,182 | $4,602 | -$1,420 | -$1,420 | |
| 55. UNITED TECHNOLOGIES CORP COM | 2018-07-26 | 2018-12-18 | $6,391 | $7,482 | -$1,091 | -$1,091 | |
| 961.538 AQR MANAGED FUTURES STRATEGY FUND CLASS I | 2016-03-03 | 2018-12-26 | $8,154 | $10,000 | -$1,846 | -$1,846 | |
| 5.719 GOLDMAN SACHS ABSOLUTE RETURN TRACKER FUND CL I | 2018-12-26 | $52 | $53 | -$1 | -$1 | ||
| 1152.196 GOLDMAN SACHS ABSOLUTE RETURN TRACKER FUND CL I | 2018-12-26 | $10,554 | $10,865 | -$311 | -$311 | ||
| 220. ISHARES EDGE MSCI USA QUALITY FACTOR ETF | 2016-11-22 | 2018-12-26 | $15,809 | $15,105 | $704 | $704 | |
| 185. ISHARES EDGE MSCI USA VALUE FACTOR ETF | 2016-11-22 | 2018-12-26 | $12,593 | $12,705 | -$112 | -$112 | |
| 380. WISDOMTREE U.S. QUALITY DIVI ETF | 2016-11-22 | 2018-12-26 | $13,634 | $12,525 | $1,109 | $1,109 | |
| CAPITAL GAIN DIVIDENDS | $8,049 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $60,162 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $69,820 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,455,912 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047956 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $70,024 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,371,132 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05107 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $67,761 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,437,436 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04714 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $63,890 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,433,934 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044556 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $60,279 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,346,446 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044769 | DistributionYr5Rt |
| Total Distribution | 0.235491 | TotalDistributionRt |
| Average Distribution | 0.047098 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,504,791 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $70,873 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $848 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $71,721 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $70,950 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,696 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,696 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,696 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $676 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $676 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,020 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | 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 |
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 | 4127629161 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DUANE E LUPKE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1407 HAWTHORNE ROAD | AddressLine1Txt |
| City | FT WAYNE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| 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 | $1,527,707 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,527,707 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,527,707 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,916 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,504,791 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $75,240 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $75,240 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,696 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,696 | TotalTaxAmt |
| Distributable Before Adj | $73,544 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $1,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $74,544 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $74,544 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $70,950 | 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 | $70,950 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $70,950 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $74,544 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $70,614 | 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 | $70,950 | QualifyingDistributionsAmt |
| Applied To Year1 | $70,614 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $336 | 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 | $74,208 | 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 | AARON AUNE PNC BANK N A | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 EAST 9TH STREET | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2162221033 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUEST FOR PURPOSE AND EXEMPTION NONE NONE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE NONE NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| YWCA | |||||||
| 2000 1610 SPY RUN AVE | FORT WAYNE | IN | 46802 | NONE | PC | GENERAL SUPPORT | $5,000 |
| VINCENT HOUSE | |||||||
| 2827 HOLTON AVE | FORT WAYNE | IN | 46802 | NONE | PC | GENERAL SUPPORT | $500 |
| UNIVERSITY OF ST FRANCIS | |||||||
| 2701 SPRING ST | FORT WAYNE | IN | 46802 | NONE | PC | GENERAL SUPPORT | $13,500 |
| ST MARYS SOUP KITCHEN | |||||||
| 442 E JEFFERSON BLVD | FORT WAYNE | IN | 46802 | NONE | PC | GENERAL SUPPORT | $500 |
| LITTLE RIVER WETLANDS | |||||||
| 2403 FAIROAK DR | FORT WAYNE | IN | 46809 | NONE | PC | GENERAL SUPPORT | $5,000 |
| LINCOLN MUSEUM | |||||||
| PO BOX 2270 | FORT WAYNE | IN | 46801 | NONE | PC | GENERAL SUPPORT | $2,500 |
| GREATER FORT WAYNE AVIATION MUSEUM CO | |||||||
| PO BOX 9573 | FORT WAYNE | IN | 46899 | NONE | PC | GENERAL SUPPORT | $250 |
| FORT WAYNE CTR FOR LEARNING | |||||||
| 800 BROADWAY STE 215 | FORT WAYNE | IN | 46802 | NONE | PC | GENERAL SUPPORT | $1,000 |
| FORT WAYNE BALLET INC | |||||||
| 324 PENN AVE | FORT WAYNE | IN | 46807 | NONE | PC | GENERAL SUPPORT | $1,000 |
| FORT WAYNE MUSEUM ART | |||||||
| 311 E MAIN STREET | FORT WAYNE | IN | 46202 | NONE | PC | GENERAL SUPPORT | $5,000 |
| EARLY CHILDHOOD ALLIANCE | |||||||
| 3320 FAIRFIELD AVENUE | FORT WAYNE | IN | 46807 | NONE | PC | GENERAL SUPPORT | $2,500 |
| CONCORDIA EDUCATION FOUNDATION | |||||||
| 1601 ST JOE RIVER DRIVE | FORT WAYNE | IN | 46805 | NONE | PC | WILLIAM LINNEMEIER | $10,000 |
| COMMUNITY HARVEST FOOD BANK | |||||||
| 999 EAST TILLMAN ROAD | FORT WAYNE | IN | 46816 | NONE | PC | GENERAL SUPPORT | $1,000 |
| CATHEDRAL OF THE IMMACULATE CONCEPT | |||||||
| 1122 S CLINTON ST | FORT WAYNE | IN | 46802 | NONE | PC | GENERAL SUPPORT | $5,000 |
| AUDIENCES UNLIMITED | |||||||
| 227 E WASHINGTON BLVD | FORT WAYNE | IN | 46802 | NONE | PC | GENERAL SUPPORT | $1,500 |
| ARCH INC | |||||||
| 818 LAFAYETTE STREET | FORT WAYNE | IN | 46802 | NONE | PC | GENERAL SUPPORT | $5,000 |
| ACRES LAND TRUST | |||||||
| 1005 W RUDISILL BLVD | FORT WAYNE | IN | 46807 | NONE | PC | GENERAL SUPPORT | $10,000 |
| AUBURN DOWNTOWN ADVISORY | |||||||
| 305 E 9TH STREET | AUBURN | IN | 46706 | NONE | PC | GENERAL SUPPORT | $200 |
| GARRETT MUSEUM OF ART | |||||||
| 100 SOUTH RANDOLPH STREET | GARRETT | IN | 46738 | NONE | PC | GENERAL SUPPORT | $500 |
| FORT WAYNE ICE SKATING CLUB | |||||||
| 3869 ICE WAY | FORT WAYNE | IN | 46805 | NONE | PC | GENERAL SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $70,950 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECOVERY OF GRANTS | Desc |
| Related Or Exempt Function Incm | $1,000 | RelatedOrExemptFunctionIncmAmt |
| 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 | $36,039 | 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 | $60,162 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $96,201 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,000 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $97,201 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1A | LineNumberTxt |
| Relationship Statement | RECOVERY OF PRIOR YEAR GRANT | RelationshipStatementTxt |
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 (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS - FIXED | AT COST | $393,874 | $384,674 |
| MUTUAL FUNDS - EQUITY | AT COST | $414,279 | $419,116 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING ADJ FOR SALES AND TRANSACTIONS | Desc |
| Amt | $2 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECOVERY OF GRANTS | Desc |
| Revenue And Expenses Per Books | $1,000 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PNC AGENT FOR TRUSTEE FEES | CategoryTxt |
| Amt | $11,206 | Amt |
| Net Investment Income | $11,206 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $179 | $179 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $148 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $676 | $0 | $0 |
Comments