BETA

MAGEE-OCONNOR FOUNDATION INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
MAGEE-OCONNOR FOUNDATION INC (EIN 23-7087967)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-14
IRS object ID
201931349349102573
Schema version
2018v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-05-14T12:52:30-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MICHAEL T FLOOD CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14630-8 WEST JEFFERSON BLVDAddressLine1Txt
CityFORT WAYNECityNm
State AbbreviationINStateAbbreviationCd
ZIP46804ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237087967EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MAGEE-O'CONNOR FOUNDATION INCBusinessNameLine1Txt
Business Name Line2I/C/O MR DOUGLAS E MILLERBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlMAGEBusinessNameControlTxt
Phone2604220800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1201 WEST WAYNE STREETAddressLine1Txt
CityFORT WAYNECityNm
State AbbreviationINStateAbbreviationCd
ZIP46802ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDOUGLAS E MILLERPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2604220800PhoneNum
Signature2019-05-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL T FLOODPreparerPersonNm
PTINP01299304PTIN
Phone2604360859PhoneNum
Self EmployedYes (X)SelfEmployedInd

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address68.44.15.69IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-14IPDt
IP Tm13:47:04IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id5DA1071B8A863DB6E85015631F4833841EA62FF5AtSubmissionCreationDeviceId
At Submission Filing Device Id7DE2B6CA1C2A0A4D06569C72667D23ABEFBD561CAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,698,135FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$110,433DividendsRevAndExpnssAmt
Dividends Net Invst Incm$110,433DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$136,799NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,418,091GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$136,799CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$247,232TotalRevAndExpnssAmt
Total Net Invst Incm$247,232TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,675AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,675AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$18,200OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$18,200OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,334TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,334TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$23,209TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$23,209TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$242,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$242,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$265,709TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$23,209TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$242,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$18,477ExcessRevenueOverExpensesAmt
Net Investment Income$224,023NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$88,702SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$53,870SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$53,870SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$3,909,629CorporateStockBOYAmt
Corporate Stock EOY$3,917,778CorporateStockEOYAmt
Corporate Stock EOYFMV$3,493,550CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,201,073CorporateBondsBOYAmt
Corporate Bonds EOY$1,209,279CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,150,715CorporateBondsEOYFMVAmt
Total Assets BOY$5,199,404TotalAssetsBOYAmt
Total Assets EOY$5,180,927TotalAssetsEOYAmt
Total Assets EOYFMV$4,698,135TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$5,199,404UnrestrictedBOYAmt
Unrestricted EOY$5,180,927UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$5,199,404TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,180,927TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,199,404TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,180,927TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,199,404TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$18,477ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$5,180,927SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$5,180,927TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
FIDELITY A/CP$362,673$360,997$1,676$1,676
FIDELITY A/CP$837,808$835,001$2,807$2,807
FIDELITY A/CP$144,500$85,294$59,206$59,206
CAPITAL GAINS DIVIDENDSP$73,110$73,110$73,110
FieldValueIRS element (for citing)
Capital Gain Net Income$136,799CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$216,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$5,227,077NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.041323DistributionYr1Rt
Adjusted Qlfy Distri Yr2$247,058AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$4,875,136NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.050677DistributionYr2Rt
Adjusted Qlfy Distri Yr3$289,322AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$5,169,410NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.055968DistributionYr3Rt
Adjusted Qlfy Distri Yr4$259,500AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$5,445,621NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.047653DistributionYr4Rt
Adjusted Qlfy Distri Yr5$214,500AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$5,323,151NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.040296DistributionYr5Rt
Total Distribution0.235917TotalDistributionRt
Average Distribution0.047183AverageDistributionRt
Net Vl Noncharitable Assets$5,258,854NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$248,129AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,240NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$250,369AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$242,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,480InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,480SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,480TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$17,200EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$17,200TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$12,720OverpaymentAmt
Applied To ES Tax$12,720AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateINOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDOUGLAS E MILLERIndividualWithBooksNm
Phone2604220800PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1201 WEST WAYNE STREETAddressLine1Txt
CityFORT WAYNECityNm
State AbbreviationINStateAbbreviationCd
ZIP46802ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonDOUGLAS E MILLERPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1201 WEST WAYNE STREETAddressLine1Txt
CityFORT WAYNECityNm
State AbbreviationINStateAbbreviationCd
ZIP46802ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos2.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$5,296,071AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$42,867AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,338,938TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,338,938AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$80,084CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,258,854NetVlNoncharitableAssetsAmt
Minimum Investment Return$262,943MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$262,943MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,480TaxBasedOnInvestmentIncomeAmt
Total Tax$4,480TotalTaxAmt
Distributable Before Adj$258,463DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$258,463DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$258,463DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$242,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$242,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$242,500AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$258,463DistributableAsAdjustedAmt
Undistributed Income PY$235,261UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$242,500QualifyingDistributionsAmt
Applied To Year1$235,261AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$7,239AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$251,224UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDOUGLAS E MILLERRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1201 WEST WAYNE STREETAddressLine1Txt
CityFORT WAYNECityNm
State AbbreviationINStateAbbreviationCd
ZIP46801ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2604220488RecipientPhoneNum
Form And Info And MaterialsNO APPLICATION IS REQUIREDFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONE, ALTHOUGH FORT WAYNE AREA CHARITIES ARE GIVEN PRIORITYRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ARC OF NORTHEAST INDIANA
4919 COLDWATER RDFORT WAYNEIN46825CHARITABLE$10,000
AUDIENCES UNLIMITED
227 E WASHINGTON BLVDFORT WAYNEIN46802CHARITABLE$3,000
BISHOP LUERS HIGH SCHOOL CAPITAL FUND
333 E PAULDING RDFORT WAYNEIN46816CHARITABLE$5,000
COMMUNITY TRANSPORTATION NETWORK
227 E WASHINGTON BLVD 104FORT WAYNEIN46802CHARITABLE$5,000
EARLY CHILDHOOD ALLIANCE
3320 FAIRFIELD AVEFORT WAYNEIN46807CHARITABLE$3,000
ERIN'S HOUSE
6718 E STATE BLVDFORT WAYNEIN46815CHARITABLE$3,000
FORT WAYNE PARKS AND RECREATION
705 EAST STATE STREETFORT WAYNEIN46805CHARITABLECHARITABLE$5,000
FORT WAYNE RESCUE MISSION
301 WEST SUPERIOR STREETFORT WAYNEIN46802CHARITABLE$7,500
HISTORY CENTER
302 E BERRY STFORT WAYNEIN46802CHARITABLE$2,500
INDIANA INSTITUTE OF TECHNOLOGY
1600 E WASHINGTON BLVDFORT WAYNEIN46803CHARITABLE$7,500
IVY TECH FOUNDATION
50 W FALLCREEK PARKWAY N DRINDIANAPOLISIN46208CHARITABLE$5,000
JUNIOR ACHIEVEMENT
601 NOBLE DRFORT WAYNEIN46825CHARITABLE$7,500
LEAGUE FOR THE BLIND
5821 S ANTHONY BLVDFORT WAYNEIN46815CHARITABLE$20,000
MAPLESEED FARMS
101 WEST DUPONT ROADFORT WAYNEIN46825CHARITABLE$10,000
MATTHEW 25
413 E JEFFERSON BLVDFORT WAYNEIN46802CHARITABLE$20,000
MCMILLEN HEALTH
600 JIM KELLET BLVDFORT WAYNEIN46816CHARITABLE$5,000
NORTHEAST INDIANA PUBLIC RADIO
3204 CLAIRMONT COURTFORT WAYNEIN46898CHARITABLE$4,000
SCAN
500 W MAIN STFORT WAYNEIN46802CHARITABLE$10,000
ST ELIZABETH ANN SETON CAPITAL FUND
1700 ABOITE CENTER ROADFORT WAYNEIN46804CHARITABLECHARITABLE$5,000
SUPER SHOT
1 CANAL PLACEFORT WAYNEIN46802CHARITABLE$8,000
THE MARBRIDGE FOUNDATION
2310 BLISS SPILLAR ROADMANCHACATX78652CHARITABLE$30,000
TURNSTONE CENTER
3320 N CLINTON STFORT WAYNEIN46805CHARITABLE$25,000
UNIVERSITY OF ST FRANCIS
2701 SPRING STFORT WAYNEIN46808CHARITABLE$15,000
WELLSPRING INTERFAITH SOCIAL SERVICES
1316 BROADWAYFORT WAYNEIN46802CHARITABLE$7,500
YMCA
1020 BARR STREETFORT WAYNEIN46802CHARITABLE$3,500
HOMEBOUND MEALS
611 WEST BERRY STFORT WAYNEIN46802CHARITABLE$3,000
INDIANA DENTAL ASSOCIATION FOUNDATION
550 W NORTH ST STE 300INDIANAPOLISIN46202CHARITABLE$10,000
CLINICA MADRA DE DIOS INC
2120 SOUTH HARRISON STFORT WAYNEIN46802CHARITABLE$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$242,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$110,433RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$136,799RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$247,232RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$247,232TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
4DIRECTLY RELATED
3DIRECTLY RELATED

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTANT FEESCategoryTxt
Amt$2,675Amt
Net Investment Income$2,675NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondBOND FUNDSBondNm
EOY Book Value$1,209,279EOYBookValueAmt
EOYFMV$1,150,715EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$3,917,778EOYBookValueAmt
EOYFMV$3,493,550EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADMINISTRATIVE FEES$3,200$3,200$0
INVESTMENT FEES$15,000$15,000$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$2,334Amt
Net Investment Income$2,334NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.