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MAGEE-OCONNOR FOUNDATION INC: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
MAGEE-OCONNOR FOUNDATION INC (EIN 23-7087967)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-04-17
IRS object ID
201611089349100801
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)
Return2016-04-17T22:41:44-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

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 Begin2015-01-01TaxPeriodBeginDt

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
Signature2016-04-17SignatureDt
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 TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,765,968FMVAssetsEOYAmt
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$7,213InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7,213InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$86,552DividendsRevAndExpnssAmt
Dividends Net Invst Incm$86,552DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$95,849NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,490,718GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$95,849CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$189,614TotalRevAndExpnssAmt
Total Net Invst Incm$189,614TotalNetInvstIncmAmt
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$2,550AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,550AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$17,505OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$17,505OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,756TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,756TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$21,811TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$21,811TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$291,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$291,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$312,811TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$21,811TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$291,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$123,197ExcessRevenueOverExpensesAmt
Net Investment Income$167,803NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$122,842SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$93,312SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$93,312SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$4,719,935CorporateStockBOYAmt
Corporate Stock EOY$4,626,268CorporateStockEOYAmt
Corporate Stock EOYFMV$4,672,656CorporateStockEOYFMVAmt
Total Assets BOY$4,842,777TotalAssetsBOYAmt
Total Assets EOY$4,719,580TotalAssetsEOYAmt
Total Assets EOYFMV$4,765,968TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$4,842,777UnrestrictedBOYAmt
Unrestricted EOY$4,719,580UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$4,842,777TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,719,580TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,842,777TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,719,580TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,842,777TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$123,197ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$4,719,580SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,719,580TotNetAstOrFundBalancesEOYAmt

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
FIDLITY A/C 928P$150,814$155,302-$4,488-$4,488
FIDLITY A/C 928P$733,444$807,644-$74,200-$74,200
FIDLITY A/C 928P$517,924$431,923$86,001$86,001
CAPITAL GAINS DIVIDENDSP$88,536$88,536$88,536
FieldValueIRS element (for citing)
Capital Gain Net Income$95,849CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$259,500AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$5,445,621NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.047653DistributionYr1Rt
Adjusted Qlfy Distri Yr2$214,500AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$5,323,151NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.040296DistributionYr2Rt
Adjusted Qlfy Distri Yr3$220,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$4,778,711NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.046038DistributionYr3Rt
Adjusted Qlfy Distri Yr4$215,500AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$4,764,539NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.045230DistributionYr4Rt
Adjusted Qlfy Distri Yr5$242,104AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$4,573,316NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.052938DistributionYr5Rt
Total Distribution0.232155TotalDistributionRt
Average Distribution0.046431AverageDistributionRt
Net Vl Noncharitable Assets$5,169,410NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$240,021AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,678NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$241,699AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$291,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,678InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,678SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,678TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$9,200EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$9,200TotalPaymentsAndCreditsAmt
Overpayment$7,522OverpaymentAmt
Applied To ES Tax$7,522AppliedToESTaxAmt
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
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

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$5,208,441AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$39,691AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,248,132TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,248,132AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$78,722CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,169,410NetVlNoncharitableAssetsAmt
Minimum Investment Return$258,471MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$258,471MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,678TaxBasedOnInvestmentIncomeAmt
Total Tax$1,678TotalTaxAmt
Distributable Before Adj$256,793DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$256,793DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$256,793DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$291,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$291,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,678PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$289,322AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$256,793DistributableAsAdjustedAmt
Undistributed Income PY$246,291UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$291,000QualifyingDistributionsAmt
Applied To Year1$246,291AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$44,709AppliedToCurrentYearAmt
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$212,084UndistributedIncomeCYAmt
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 (33 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALLEN COUNTY EDUCATION PARTNERSHIP
709 CLAY STREET STE 101FORT WAYNEIN46802CHARITABLECHARITABLE$2,500
ARC OF NORTHEAST INDIANA
4919 COLDWATER RDFORT WAYNEIN46825CHARITABLE$7,500
AUDIENCES UNLIMITED
227 E WASHINGTON BLVDFORT WAYNEIN46802CHARITABLE$2,500
BISHOP LUERS HIGH SCHOOL CAPITAL FUND
333 E PAULDING RDFORT WAYNEIN46816CHARITABLE$3,000
BISHOP LUERS HIGH SCHOOL SCHOLARSHIP FUND
333 E PAULDING RDFORT WAYNEIN46816CHARITABLE$7,500
CAMP LAKE STEPHENS
117 CAMP LAKE STEPHENS DROXFORDMS38655CHARITABLE$10,000
CARRIAGE HOUSE
3327 LAKE AVENUEFORT WAYNEIN46805CHARITABLE$2,500
CLINICA MADRE DE DIOS
2120 SOUTH HARRISON STREETFORT WAYNEIN46802CHARITABLE$5,000
COMMUNITY TRANSPORTATION NETWORK
227 E WASHINGTON BLVD 104FORT WAYNEIN46802CHARITABLE$5,000
EARLY CHILDHOOD ALLIANCE
3320 FAIRFIELD AVEFORT WAYNEIN46807CHARITABLE$2,500
ERIN'S HOUSE
6718 E STATE BLVDFORT WAYNEIN46815CHARITABLE$2,500
FORT WAYNE BASE COMMUNITY COUNCIL
555 EAST WAYNE STREETFORT WAYNEIN46802CHARITABLECHARITABLE$2,000
FORT WAYNE PARKS AND RECREATION
705 EAST STATE STREETFORT WAYNEIN46805CHARITABLECHARITABLE$5,000
FORT WAYNE RESCUE MISSION
301 WEST SUPERIOR STREETFORT WAYNEIN46802CHARITABLE$5,000
HEADWATERS PARK
110 WEST BERRY STREET SUITE 1006FORT WAYNEIN46802CHARITABLECHARITABLE$2,500
HISTORY CENTER
302 E BERRY STFORT WAYNEIN46802CHARITABLE$2,500
INDIANA INSTITUTE OF TECHNOLOGY
1600 E WASHINGTON BLVDFORT WAYNEIN46803CHARITABLE$15,000
IVY TECH FOUNDATION
50 W FALLCREEK PARKWAY N DRINDIANAPOLISIN46208CHARITABLE$10,000
JUNIOR ACHIEVEMENT
601 NOBLE DRFORT WAYNEIN46825CHARITABLE$5,000
LEAGUE FOR THE BLIND
5821 S ANTHONY BLVDFORT WAYNEIN46815CHARITABLE$20,000
MATTHEW 25
413 E JEFFERSON BLVDFORT WAYNEIN46802CHARITABLE$20,000
NORTHEAST INDIANA PUBLIC RADIO
3204 CLAIRMONT COURTFORT WAYNEIN46898CHARITABLE$2,500
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$15,000
TURNSTONE CENTER
3320 N CLINTON STFORT WAYNEIN46805CHARITABLE$26,000
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
SISTERS OF ROVIDENCE-SAINT MARY OF THE WOODS
1 SAINT MARY OF THE WOODSST MARY OF THE WOODSIN47876CHARITABLE$1,000
COMMUNITY FOUNDATION OF GREATER FORT WAYNE
555 EAST WAYNE STREETFORT WAYNEIN46802CHARITABLE$50,000
NEUROHOPE
901 SHELBY STREETINDIANAPOLISIN46203CHARITABLE$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$291,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$7,213RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$86,552RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$95,849RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$189,614RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$189,614TotalIncomeProducingActyAmt

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$2,550Amt
Net Investment Income$2,550NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$4,626,268EOYBookValueAmt
EOYFMV$4,672,656EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADMINISTRATIVE FEES$2,500$2,500$0
INVESTMENT FEES$15,000$15,000$0
MISCELLANEOUS$5$5$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$1,756Amt
Net Investment Income$1,756NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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