LUPKE FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- LUPKE FOUNDATION INC (EIN 35-6017808)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-08
- IRS object ID
- 201801289349100310
- Schema version
- 2017v2.2
- 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 | 2018-05-08T09:00:41-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-04-15 | 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 | 2018-04-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,530,187 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $38,592 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $38,592 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $39,871 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $424,206 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $39,871 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $102 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $78,565 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $78,463 | 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 | $10,606 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,606 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $495 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $231 | 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 | $11,101 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,837 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $70,496 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $70,496 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $81,597 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,837 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $70,496 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,032 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $67,626 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $27,456 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $36,021 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $36,021 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| US Government Obligations BOY | $195,974 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $100,415 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $104,433 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $386,981 | CorporateStockBOYAmt |
| Corporate Stock EOY | $382,768 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $553,010 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $658,082 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $746,250 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $836,723 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,268,493 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,265,454 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,530,187 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,225,429 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,233,162 | CapitalStockEOYAmt |
| Retained Earning BOY | $43,064 | RetainedEarningBOYAmt |
| Retained Earning EOY | $32,292 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,268,493 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,265,454 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,268,493 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,265,454 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,268,493 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,032 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,265,461 | SubtotalAmt |
| Other Decreases | $7 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,265,454 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (72 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 6. GENERAL DYNAMICS CORP | 2017-01-20 | $1,069 | $844 | $225 | $225 | ||
| 19. HONEYWELL INTL INC | 2017-01-20 | $2,234 | $1,963 | $271 | $271 | ||
| 9. NORTHROP GRUMMAN CORPORATION | 2017-01-20 | $2,088 | $1,518 | $570 | $570 | ||
| 112. PFIZER INC COM | 2017-02-07 | $3,611 | $3,867 | -$256 | -$256 | 2015-10-29 | |
| 89. SCHLUMBERGER LTD COM | 2017-02-07 | $7,245 | $7,633 | -$388 | -$388 | ||
| 41. VULCAN MATERIALS CO | 2017-02-15 | $5,026 | $4,985 | $41 | $41 | 2016-08-01 | |
| 166. GENERAL ELEC CO COM | 2017-02-24 | $4,952 | $3,873 | $1,079 | $1,079 | 2013-05-17 | |
| 10. BIOVERATIV INC-W/I | 2017-04-12 | $569 | $496 | $73 | $73 | 2016-08-31 | |
| 58. CINTAS CORP | 2017-04-12 | $7,082 | $4,700 | $2,382 | $2,382 | 2015-02-04 | |
| 85. DICK'S SPORTING GOODS, INC. | 2017-04-12 | $4,279 | $5,143 | -$864 | -$864 | 2016-09-28 | |
| 25. O REILLY AUTOMOTIVE INC | 2017-04-12 | $6,320 | $6,132 | $188 | $188 | ||
| 154. PFIZER INC COM | 2017-04-12 | $5,209 | $4,778 | $431 | $431 | ||
| 885. SCHWAB US REIT ETF | 2017-04-21 | $37,125 | $39,439 | -$2,314 | -$2,314 | ||
| 90. VANTIV INC CLASS A NAME CHG 01/16/18 | 2017-05-04 | $5,656 | $5,036 | $620 | $620 | 2016-05-10 | |
| 157. VERIZON COMMUNICATIONS COM | 2017-05-04 | $7,215 | $8,182 | -$967 | -$967 | ||
| 114. HD SUPPLY HOLDINGS INC | 2017-05-31 | $4,596 | $4,728 | -$132 | -$132 | 2017-01-20 | |
| 38. JOHNSON & JOHNSON COM | 2017-05-31 | $4,884 | $3,340 | $1,544 | $1,544 | 2013-05-17 | |
| 36. LAM RESEARCH CORP | 2017-05-31 | $5,590 | $3,012 | $2,578 | $2,578 | 2015-06-03 | |
| 119. DEVON ENERGY CORP NEW | 2017-06-06 | $3,925 | $5,018 | -$1,093 | -$1,093 | 2016-09-22 | |
| 20. SIMON PROPERTY GROUP INC | 2017-06-06 | $3,036 | $4,071 | -$1,035 | -$1,035 | 2016-03-29 | |
| 50. ACCENTURE PLC CLASS A SEDOL B4BNMY3 | 2017-06-15 | $6,292 | $5,041 | $1,251 | $1,251 | 2015-07-14 | |
| 122. APPLIED MATERIALS INC | 2017-06-21 | $5,334 | $3,264 | $2,070 | $2,070 | 2016-07-20 | |
| 40. EQUIFAX INC | 2017-06-21 | $5,551 | $4,971 | $580 | $580 | 2016-06-20 | |
| 11. LAM RESEARCH CORP | 2017-06-21 | $1,662 | $920 | $742 | $742 | 2015-06-03 | |
| 120. NIKE INC CL B | 2017-06-21 | $6,282 | $7,049 | -$767 | -$767 | 2015-08-05 | |
| 80. NUCOR CORP | 2017-06-21 | $4,527 | $5,088 | -$561 | -$561 | 2017-02-15 | |
| 1. AMERICAN INTERNATIONAL GROUP, INC., SECURITIES LITIGATION | 2017-06-27 | $160 | $160 | $160 | 2001-01-01 | ||
| 1. VESTAS WIND SYSTEM A S SECURITIES LITIGATION | 2017-06-27 | $34 | $34 | $34 | 2001-01-01 | ||
| 100000. KIMBERLY-CLARK NOTES | 2017-08-01 | $100,000 | $95,047 | $4,953 | $4,953 | 2008-10-28 | |
| 89. NORTHERN TRUST CORP | 2017-08-10 | $7,857 | $6,594 | $1,263 | $1,263 | 2016-05-25 | |
| 90. DISNEY WALT CO | 2017-08-22 | $9,240 | $6,065 | $3,175 | $3,175 | 2013-05-15 | |
| 95. KRAFT HEINZ CO/THE | 2017-09-13 | $7,787 | $8,408 | -$621 | -$621 | 2016-10-25 | |
| 120. WELLS FARGO & CO NEW COM | 2017-09-13 | $6,142 | $4,816 | $1,326 | $1,326 | 2013-05-22 | |
| 91. DR PEPPER SNAPPLE GROUP INC | 2017-10-02 | $7,939 | $6,350 | $1,589 | $1,589 | 2014-12-16 | |
| 138. CSX CORP COM | 2017-10-31 | $6,977 | $7,199 | -$222 | -$222 | 2017-06-21 | |
| 52. EXXON MOBIL CORP | 2017-10-31 | $4,339 | $4,556 | -$217 | -$217 | ||
| 68. VALERO ENERGY CORP NEW COM | 2017-11-08 | $5,534 | $4,599 | $935 | $935 | 2016-12-15 | |
| 74. INGERSOLL-RAND PLC SEDOL: B633030 | 2017-11-08 | $6,332 | $4,912 | $1,420 | $1,420 | 2016-06-01 | |
| 67. EDWARDS LIFESCIENCES CORP | 2017-11-14 | $6,997 | $4,431 | $2,566 | $2,566 | ||
| 20. ABBOTT LABORATORIES INC | 2017-11-30 | $1,121 | $771 | $350 | $350 | 2016-06-29 | |
| 10. AETNA INC NEW | 2017-11-30 | $1,817 | $617 | $1,200 | $1,200 | 2013-05-31 | |
| 1. ALPHABET INC/CA-CL A | 2017-11-30 | $1,035 | $752 | $283 | $283 | 2015-11-04 | |
| 7. AMGEN INC | 2017-11-30 | $1,229 | $846 | $383 | $383 | 2014-01-30 | |
| 21. ANALOG DEVICES INC | 2017-11-30 | $1,803 | $1,728 | $75 | $75 | 2017-09-13 | |
| 8. APPLE INC | 2017-11-30 | $1,373 | $1,171 | $202 | $202 | 2017-05-04 | |
| 20. BERRY GLOBAL GROUP INC | 2017-11-30 | $1,196 | $907 | $289 | $289 | 2016-08-31 | |
| 27. CITIGROUP INC | 2017-11-30 | $2,052 | $1,838 | $214 | $214 | 2017-08-10 | |
| 526. XTRACKERS MSCI EUROPE HEDGED ETF | 2017-11-30 | $14,951 | $15,519 | -$568 | -$568 | 2015-05-01 | |
| 17. DOWDUPONT INC | 2017-11-30 | $1,224 | $917 | $307 | $307 | 2016-10-25 | |
| 19. INTEL CORP | 2017-11-30 | $855 | $682 | $173 | $173 | 2016-08-31 | |
| 30. ISHARES TR S&P 500/BARRA GROWTH INDEX FD | 2017-11-30 | $4,564 | $3,054 | $1,510 | $1,510 | 2014-03-07 | |
| 45. ISHARES TR S&P 500/BARRA VALUE INDEX | 2017-11-30 | $5,082 | $3,888 | $1,194 | $1,194 | 2014-03-07 | |
| 80. ISHARES TR RUSSELL MIDCAP VALUE INDEX FD | 2017-11-30 | $7,086 | $4,822 | $2,264 | $2,264 | 2013-05-17 | |
| 55. IWP ISHARES RUSSELL MIDCAP GRWTH FD | 2017-11-30 | $6,615 | $4,096 | $2,519 | $2,519 | 2013-05-17 | |
| 1. J P MORGAN CHASE & CO COM | 2017-11-30 | $105 | $42 | $63 | $63 | 2009-12-29 | |
| 30. J P MORGAN CHASE & CO COM | 2017-11-30 | $3,157 | $2,028 | $1,129 | $1,129 | 2015-08-14 | |
| 9. LAUDER ESTEE COS INC CL A | 2017-11-30 | $1,122 | $989 | $133 | $133 | 2017-09-13 | |
| 19. MICROSOFT CORP | 2017-11-30 | $1,599 | $561 | $1,038 | $1,038 | 2002-02-28 | |
| 3. MOHAWK INDS INC | 2017-11-30 | $848 | $751 | $97 | $97 | 2017-08-22 | |
| 22. MORGAN STANLEY | 2017-11-30 | $1,144 | $734 | $410 | $410 | 2016-10-25 | |
| 10. PEPSICO INC COM | 2017-11-30 | $1,166 | $1,071 | $95 | $95 | 2016-10-25 | |
| 20.703 PIMCO COMMODITY REALRETURN STRATEGY FUND | 2017-11-30 | $139 | $231 | -$92 | -$92 | 2013-12-11 | |
| 1354.555 PIMCO COMMODITY REALRETURN STRATEGY FUND | 2017-11-30 | $9,076 | $15,778 | -$6,702 | -$6,702 | ||
| 88.375 PIMCO COMMODITY REALRETURN STRATEGY FUND | 2017-11-30 | $592 | $581 | $11 | $11 | ||
| 24.787 ROWE PRICE NEW HORIZONS FUND INC CAP | 2017-11-30 | $1,402 | $1,092 | $310 | $310 | 2016-12-16 | |
| 116.656 ROWE PRICE NEW HORIZONS FUND INC CAP | 2017-11-30 | $6,598 | $4,921 | $1,677 | $1,677 | ||
| 7. STANLEY BLACK & DECKER INC | 2017-11-30 | $1,185 | $1,160 | $25 | $25 | 2017-11-08 | |
| 65. TOTAL FINA S A | 2017-11-30 | $3,677 | $3,181 | $496 | $496 | 2015-08-14 | |
| 4. UNITEDHEALTH GROUP INC COM | 2017-11-30 | $910 | $643 | $267 | $267 | 2017-02-07 | |
| 3484.321 WASATCH INTL OPPORTUNIT-INST | 2017-11-30 | $12,613 | $10,000 | $2,613 | $2,613 | 2016-05-13 | |
| 14. WYNDHAM WORLDWIDE CORP | 2017-11-30 | $1,574 | $896 | $678 | $678 | 2016-02-02 | |
| CAPITAL GAIN DIVIDENDS | $4,599 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $39,871 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $70,024 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,371,132 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05107 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $67,761 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,437,436 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04714 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $63,890 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,433,934 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044556 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $60,279 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,346,446 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044769 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $62,015 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,288,471 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048131 | DistributionYr5Rt |
| Total Distribution | 0.235666 | TotalDistributionRt |
| Average Distribution | 0.047133 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,455,912 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $68,622 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $676 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $69,298 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $70,496 | 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 | $676 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $676 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $676 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $528 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $528 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $148 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
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 | $1,478,083 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,478,083 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,478,083 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $22,171 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,455,912 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $72,796 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $72,796 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $676 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $676 | TotalTaxAmt |
| Distributable Before Adj | $72,120 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $72,120 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $72,120 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $70,496 | 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 | $70,496 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $676 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $69,820 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $72,120 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $68,990 | 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 | $70,496 | QualifyingDistributionsAmt |
| Applied To Year1 | $68,990 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,506 | 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 | $70,614 | 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 | DALANA JACKSON 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 | 2162228729 | 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 (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 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 | $6,000 | |
| 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 | $7,500 | |
| LINCOLN MUSEUM | ||||||||
| PO BOX 2270 | FORT WAYNE | IN | 46801 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| ALLEN COUNTY-FT WAYNE | ||||||||
| 302 EAST BERRY STREET | FORT WAYNE | IN | 46802 | NONE | PC | GENERAL SUPPORT | $2,546 | HOSTORICAL CENTER |
| 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 | $500 | |
| CONCORDIA THEOLOGICAL SEMINARY | ||||||||
| 917 W JEFFERSON BLVD | FORT WAYNE | IL | 46802 | NONE | PC | CYBER SECURITY GRANT | $2,500 | |
| HEARCARE CONNECTION INC | ||||||||
| 125 W JEFFERSON BLVD | FORT WAYNE | IN | 46802 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| 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 | $11,000 | |
| 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 | $70,496 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $38,592 | 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 | $39,871 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $102 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $78,565 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $78,565 | 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 | $287,359 | $287,238 |
| MUTUAL FUNDS - EQUITY | AT COST | $458,891 | $549,485 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING ADJ FOR SALES AND TRANSACTIONS | Desc |
| Amt | $7 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX REFUND FROM PRIOR YEAR | Desc |
| Revenue And Expenses Per Books | $102 | 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 | $10,606 | Amt |
| Net Investment Income | $10,606 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $231 | $231 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $264 | $0 | $0 |
Comments