IAN AND MIRIAM ROLLAND FOUNDATION INC: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
IAN AND MIRIAM ROLLAND FOUNDATION INC (EIN 35-1944302)
Tax period
2015-07-01 to 2016-06-30
Filed
2016-09-08
IRS object ID
201602529349100200
Schema version
2015v2.1
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)
Return2016-09-08T05:45:11-05:00ReturnTs
Tax Period End2016-06-30TaxPeriodEndDt

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 Begin2015-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN351944302EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1IAN & MIRIAM ROLLAND FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlIAN&BusinessNameControlTxt
Phone2604616285PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1110 WEST BERRY STREET NO 2105AddressLine1Txt
CityFORT WAYNECityNm
State AbbreviationINStateAbbreviationCd
ZIP46802ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonIAN ROLLANDPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2604616285PhoneNum
Signature2016-09-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL T FLOODPreparerPersonNm
PTINP01299304PTIN
Phone2604360859PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-12-15 16:53:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,643,391FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$64,587InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$64,587InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$72,436DividendsRevAndExpnssAmt
Dividends Net Invst Incm$72,436DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$68,636NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,157,917GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$68,387TotalRevAndExpnssAmt
Total Net Invst Incm$137,023TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$63,362OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$63,362OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,432TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,432TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$64,794TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$64,794TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$572,567ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$572,567ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$637,361TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$64,794TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$572,567TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$568,974ExcessRevenueOverExpensesAmt
Net Investment Income$72,229NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$651,307SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$382,331SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$382,331SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,934,547CorporateStockBOYAmt
Corporate Stock EOY$3,321,082CorporateStockEOYAmt
Corporate Stock EOYFMV$3,911,522CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,895,703CorporateBondsBOYAmt
Corporate Bonds EOY$1,126,219CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,137,537CorporateBondsEOYFMVAmt
Other Investments BOY$128,372OtherInvestmentsBOYAmt
Other Investments EOY$211,323OtherInvestmentsEOYAmt
Other Investments EOYFMV$212,001OtherInvestmentsEOYFMVAmt
Total Assets BOY$5,609,929TotalAssetsBOYAmt
Total Assets EOY$5,040,955TotalAssetsEOYAmt
Total Assets EOYFMV$5,643,391TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$5,763,337CapitalStockBOYAmt
Capital Stock EOY$5,763,337CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$153,408RetainedEarningBOYAmt
Retained Earning EOY-$722,382RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$5,609,929TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,040,955TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,609,929TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,040,955TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,609,929TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$568,974ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$5,040,955SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$5,040,955TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmt
OPOLLO GLOBAL A/CP$4$4
OPOLLO GLOBAL A/CP$634$634
EVERCOREP-$91,281-$91,281$783,174$874,455
EVERCOREP-$31,161-$31,161$1,321,575$1,352,736
CAPITAL GAINS DIVIDENDSP$53,168$53,168$53,168
FieldValueIRS element (for citing)
Capital Gain Net Income-$68,636CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$546,590AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$6,486,161NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.084270DistributionYr1Rt
Adjusted Qlfy Distri Yr2$413,600AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$6,463,012NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.063995DistributionYr2Rt
Adjusted Qlfy Distri Yr3$458,375AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$6,199,388NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.073939DistributionYr3Rt
Adjusted Qlfy Distri Yr4$427,564AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$6,283,665NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.068044DistributionYr4Rt
Adjusted Qlfy Distri Yr5$389,060AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$6,570,888NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.059210DistributionYr5Rt
Total Distribution0.349458TotalDistributionRt
Average Distribution0.069892AverageDistributionRt
Net Vl Noncharitable Assets$5,855,320NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$409,240AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$722NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$409,962AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$572,567QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$722InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$722SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$722TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$8,400EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$8,400TotalPaymentsAndCreditsAmt
Overpayment$7,678OverpaymentAmt
Applied To ES Tax$7,678AppliedToESTaxAmt
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 BooksJANET CHRZANIndividualWithBooksNm
Phone2604616115PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1110 WEST BERRY STREET SUITE 2105AddressLine1Txt
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
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
IAN ROLLAND
110 WEST BERRY STREET SUITE 2400FORT WAYNEIN46802PRESIDENT2.00$0$0$0
MIRIAM ROLLAND
110 WEST BERRY STREET SUITE 2400FORT WAYNEIN46802VICE PRESIDENT2.00$0$0$0
LARRY ROLLAND
1200 ARUNDEL DRIVEKOKOMOIN46901SECRETARY/TREASURER2.00$0$0$0
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$5,576,224AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$368,263AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,944,487TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,944,487AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$89,167CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,855,320NetVlNoncharitableAssetsAmt
Minimum Investment Return$292,766MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$292,766MinimumInvestmentReturnAmt
Tax Based On Investment Income$722TaxBasedOnInvestmentIncomeAmt
Total Tax$722TotalTaxAmt
Distributable Before Adj$292,044DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$292,044DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$292,044DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$572,567ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$572,567QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$722PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$571,845AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$292,044DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$64,610ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$124,153ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$150,878ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$95,360ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$238,802ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$673,803TotalExcessDistributionCyovAmt
Qualifying Distributions$572,567QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$292,044AppliedToCurrentYearAmt
Remaining Distri From Corpus$280,523RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$954,326TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$64,610ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$889,716ExcessDistriCyovToNextYrAmt
Excess From Year4$124,153ExcessFromYear4Amt
Excess From Year3$150,878ExcessFromYear3Amt
Excess From Year2$95,360ExcessFromYear2Amt
Excess From Year1$238,802ExcessFromYear1Amt
Excess From Current Year$280,523ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonIAN ROLLANDRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1110 WEST BERRY STREET SUITE 2105AddressLine1Txt
CityFORT WAYNECityNm
State AbbreviationINStateAbbreviationCd
ZIP46802ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2604616285RecipientPhoneNum
Form And Info And MaterialsNONE SPECIFIEDFormAndInfoAndMaterialsTxt
Submission DeadlinesNONE NONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (60 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ARTLINK
300 EAST MAIN STREETFORT WAYNEIN46802GENERAL SUPPORT$2,000
ARTS UNITED
300 EAST MAIN STREETFORT WAYNEIN46802GENERAL SUPPORT$17,500
AUDIENCES UNLIMITED
227 E WASHINGTON BLVD SUITE 301FORT WAYNEIN46802GENERAL SUPPORT$3,000
BLUE JACKET
2826 SOUTH CALHOUN STREETFORT WAYNEIN46807GENERAL SUPPORT$9,600
BOY SCOUTS OF AMERICA
8315 WEST JEFFERSON BLVDFORT WAYNEIN46804GENERAL SUPPORT$3,500
BOYS AND GIRLS CLUB
2609 FAIRFIELD AVENUEFORT WAYNEIN46807GENERAL SUPPORT$20,000
BRIDGES OUTREACH
208 NORTH MAIN STREETKOKOMOIN46901GENERAL SUPPORT$2,000
BRIDGE OF GRACE
5100 GAYWOOD DRIVEFORT WAYNEIN46806GENERAL SUPPORT$25,000
COMMUNITY TRANSPORTATION NETWORK
227 E WASHINGTON BLVD 104FORT WAYNEIN46802GENERAL SUPPORT$10,000
EARLY CHILDHOOD ALLIANCE
3320 FAIRFIELD AVENUEFORT WAYNEIN46807GENERAL SUPPORT$6,000
EAST WAYNE STREET CENTER
825 FRANCIS STREETFORT WAYNEIN46803GENERAL SUPPORT$42,000
ERIN'S HOUSE
3811 ILLINOIS ROAD 205FORT WAYNEIN46804GENERAL SUPPORT$17,500
FORT WAYNE CHILDREN'S CHOIR
2101 E COLISEUM BLVDFORT WAYNEIN46805GENERAL SUPPORT$5,000
FORT WAYNE HABITAT FOR HUMANITY
629 EAST WASHINGTON BLVDFORT WAYNEIN46802GENERAL SUPPORT$10,000
FORT WAYNE MUSEUM OF ART
311 EAST MAIN STREETFORT WAYNEIN46802GENERAL SUPPORT$10,000
FORT WAYNE PARKS FOUNDATION
705 E STATE BLVDFORT WAYNEIN46805GENERAL SUPPORT$9,000
FORT WAYNE PHILHARMONIC
4901 FULLER DRIVEFORT WAYNEIN46835GENERAL SUPPORT$20,000
FORT WAYNE URBAN LEAGUE INC
2135 S HANNA ST 3FORT WAYNEIN46803GENERAL SUPPORT$1,500
FRIENDS OF THE LINCOLN COLLECTION
PO BOX 11083FORT WAYNEIN46855GENERAL SUPPORT$6,000
HEADWATERS PARK ALLIANCE
10 W BERRY STREET SUITE 1600FORT WAYNEIN46802GENERAL SUPPORT$5,000
HEALTHIER MOMS AND BABIES
MEDICAL OFFICE BUILDING 700FORT WAYNEIN46802GENERAL SUPPORT$3,300BROADWAY SUITE 316
HEARTLAND CHAMBER CHORALE
2701 SPRING STREET NC122FORT WAYNEIN46808GENERAL SUPPORT$10,000
HISTORY CENTER
302 EAST BERRY STREETFORT WAYNEIN46802GENERAL SUPPORT$2,500
ALLEN COUNTY HISTORICAL SOCIETY
302 EAST BERRY STREETFORT WAYNEIN46802GENERAL SUPPORT$1,000
KATE'S KART
4616 EAST DUPONT ROADSTE RFORT WAYNEIN46825GENERAL SUPPORT$1,000
KOKOMO HUMANE SOCIETY
713 NORTH ELIZABETH STREETKOKOMOIN46901GENERAL SUPPORT$5,000
MATTHEW 25
413 EAST JEFFERSON BLVDFORT WAYNEIN46802GENERAL SUPPORT$20,000
MUSTARD SEED FURNITURE BANK
3636 ILLINOIS ROADFORT WAYNEIN46804GENERAL SUPPORT$3,000
OAKWOOD FOUNDATION
702 EAST LAKE VIEW ROADSYRACUSEIN46567GENERAL SUPPORT$25,000
PARKINSON'S ACTION NETWORK
1025 VERMONT AVENUE NW 1120WASHINGTONDC20005GENERAL SUPPORT$10,000
PBJ CONNECTIONS
9800 JUG STREET ROAD NWPATASKALAOH43062GENERAL SUPPORT$5,000
RESCUE MINISTRIES
301 W SUPERIOR STREETFORT WAYNEIN46802GENERAL SUPPORT$10,000
SANS SOUCI
1526 13TH STREETCOLUMBUSIN47201GENERAL SUPPORT$3,000
SCAN
500 WEST MAIN STREETFORT WAYNEIN46802GENERAL SUPPORT$5,000
SCIENCE CENTRAL
1950 NORTH CLINTON STREETFORT WAYNEIN46805GENERAL SUPPORT$24,000
SOCIETY OF ST VINCENT DEPAUL
1600 SOUTH CALHOUN STREETFORT WAYNEIN46802GENERAL SUPPORT$5,000
SUPER SHOT INC
1 CANAL PLACEFORT WAYNEIN46802GENERAL SUPPORT$2,500
THE LEAGUE FOR THE BLIND AND DISABLED
5821 S ANTHONY BLVDFORT WAYNEIN46816GENERAL SUPPORT$7,500
TURNSTONE CENTER FOR CHILDREN AND ADULTS
3320 NORTH CLINTON STREETFORT WAYNEIN46805GENERAL SUPPORT$25,000
UNITED WAY OF ALLEN COUNTY
334 EAST BERRY STREETFORT WAYNEIN46802GENERAL SUPPORT$23,000
UNITED WAY OF BARTHOLOMEW COUNTY
1531 13TH ST 1100COLUMBUSIN47201GENERAL SUPPORT$7,000
UNITY PERFORMING ARTS FOUNDATION
2101 E COLISEUM BLVDFORT WAYNEIN46805GENERAL SUPPORT$10,000
VINCENT VILLAGE
2827 HOLTON AVENUEFORT WAYNEIN46806GENERAL SUPPORT$10,000
VISITING NURSE
5910 HOMESTEAD ROADFORT WAYNEIN46814GENERAL SUPPORT$10,000
WELLSPRING INTERFAITH SOCIAL SERVICE
1316 BROADWAYFORT WAYNEIN46802GENERAL SUPPORT$3,000
YMCA
1117 SOUTH CLINTON STREETFORT WAYNEIN46802GENERAL SUPPORT$5,000
YWCA NORTHEAST INDIANA INC
1610 SPY RUN AVENUEFORT WAYNEIN46805GENERAL SUPPORT$16,667
ALLEN COUNTY EDUCATION PARTNERSHIP
709 CLAY STREETFORT WAYNEIN46802GENERAL SUPPORT$1,000
ARCH
6225 ST JOE ROADFORT WAYNEIN46835GENERAL SUPPORT$1,000
FORT WAYNE COMMUNITY FOUNDATION
555 EAST WAYNE STREETFORT WAYNEIN46802GENERAL SUPPORT$40,000
FORT WAYNE PUBLIC TELEVISION
2501 E COLISEUM BLVDFORT WAYNEIN46805GENERAL SUPPORT$5,000
ALLEN COUNTY MENTAL HEALTH
2200 LAKE AVEFORT WAYNEIN46805GENERAL SUPPORT$5,000
RIVER CITY RAT RACE
110 WEST BERRY STREETFORT WAYNEIN46802GENERAL SUPPORT$1,000
CARING ABOUT PEOPLE
1417 NORTH ANTHONY BLVDFORT WAYNEIN46805GENERAL SUPPORT$5,000
HESP
2704 SOUTH GOYER ROADKOKOMOIN46902GENERAL SUPPORT$2,500
REGION 8 EDUCATION SERVICE CENTER
5122 HOMESTEAD ROADFORT WAYNEIN46814GENERAL SUPPORT$5,000
POSITIVE RESOURCE CONNECTION
525 OXFORD STREETFORT WAYNEIN46801GENERAL SUPPORT$2,000
HOMEBOUND MEALS
611 WEST BERRY STREETFORT WAYNEIN46802GENERAL SUPPORT$3,500
WHITE'S RESIDENTIAL AND FAMILY SERVICES
11809 LIMA ROADFORT WAYNEIN46818GENERAL SUPPORT$20,000
INDIANAPOLIS OASIS
10800 EAST WASHINGTON STREETINDIANAPOLISIN46229GENERAL SUPPORT$4,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$572,567TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$64,587ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$72,436ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$68,636ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$68,387ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$68,387TotalIncomeProducingActyAmt

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

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondINVESTMENTS-BONDSBondNm
EOY Book Value$1,126,219EOYBookValueAmt
EOYFMV$1,137,537EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENTS-STOCKStockNm
EOY Book Value$3,321,082EOYBookValueAmt
EOYFMV$3,911,522EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemINVESTMENTS-OTHERCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$211,323BookValueAmt
EOYFMV$212,001EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PROFESSIONAL FEES$2,600$2,600$0
INVESTMENT MANAGEMENT FEES$44,036$44,036$0
MANAGEMENT FEES$16,726$16,726$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$1,432Amt
Net Investment Income$1,432NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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