LUPKE FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- LUPKE FOUNDATION INC (EIN 35-6017808)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-04-27
- IRS object ID
- 201501179349100900
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-27T09:00:20-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 620 LIBERTY AVENUE 10TH FLOOR | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152222705 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | 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 BY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4127629161 | PhoneNum |
| Signature | 2015-04-25 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL A BOKESCH | PreparerPersonNm |
| PTIN | P00227658 | PTIN |
| Phone | 4127629161 | PhoneNum |
| Preparation | 2015-04-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,443,235 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $43,171 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $43,171 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $48,629 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $501,784 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $48,629 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $91,800 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $91,800 | 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 | $10,701 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,701 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,594 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $50 | 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 | $17,295 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,751 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $64,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $64,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $81,995 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,751 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $64,700 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,805 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $81,049 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $16,306 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $29,745 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $29,745 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| US Government Obligations EOY | $292,159 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $337,945 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $499,680 | CorporateStockBOYAmt |
| Corporate Stock EOY | $408,090 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $516,152 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $738,262 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $533,801 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $559,393 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,254,248 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,263,795 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,443,235 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,239,677 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,259,826 | CapitalStockEOYAmt |
| Retained Earning BOY | $14,571 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,969 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,254,248 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,263,795 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,254,248 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,263,795 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,254,248 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,805 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,264,053 | SubtotalAmt |
| Other Decreases | $258 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,263,795 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (120 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 90. BAXTER INTERNATIONAL INC | 2013-08-12 | 2014-01-01 | $6,243 | $6,638 | -$395 | -$395 | |
| 540. FORD MTR CO DEL COM PAR $0.01 | 2014-01-01 | $8,246 | $9,017 | -$771 | -$771 | ||
| 140. BEST BUY INC | 2013-09-23 | 2014-01-30 | $3,175 | $5,477 | -$2,302 | -$2,302 | |
| 120. EBAY INC | 2013-05-13 | 2014-01-30 | $6,372 | $6,648 | -$276 | -$276 | |
| 25. AETNA INC NEW | 2013-05-31 | 2014-03-07 | $1,850 | $1,542 | $308 | $308 | |
| 10. ALLERGAN INC | 2013-05-17 | 2014-03-07 | $1,272 | $1,006 | $266 | $266 | |
| 40. AMERICAN EXPRESS CO | 2013-05-22 | 2014-03-07 | $3,762 | $2,982 | $780 | $780 | |
| 10. AMGEN INC | 2014-01-30 | 2014-03-07 | $1,238 | $1,209 | $29 | $29 | |
| 10. APPLE INC | 2013-10-31 | 2014-03-07 | $5,284 | $5,267 | $17 | $17 | |
| 20. B/E AEROSPACE INC | 2013-05-17 | 2014-03-07 | $1,740 | $1,256 | $484 | $484 | |
| 20. BOEING CO | 2013-05-17 | 2014-03-07 | $2,593 | $1,977 | $616 | $616 | |
| 30. CBS CORP CLASS B WI | 2013-05-16 | 2014-03-07 | $2,029 | $1,507 | $522 | $522 | |
| 20. CVS CAREMARK CORP | 2013-05-15 | 2014-03-07 | $1,466 | $1,201 | $265 | $265 | |
| 10. CANADIAN PACIFIC RAILWAY LTD SEDOL 2793115 | 2013-11-25 | 2014-03-07 | $1,576 | $1,532 | $44 | $44 | |
| 10. CELGENE CORP | 2013-09-06 | 2014-03-07 | $1,527 | $1,448 | $79 | $79 | |
| 20. CHUBB CORP COM | 2013-05-22 | 2014-03-07 | $1,756 | $1,760 | -$4 | -$4 | |
| 190. CITIGROUP INC | 2013-05-22 | 2014-03-07 | $9,519 | $9,713 | -$194 | -$194 | |
| 40. COCACOLA CO | 2013-05-15 | 2014-03-07 | $1,539 | $1,714 | -$175 | -$175 | |
| 30. COMCAST CORPORATION CL A | 2013-05-15 | 2014-03-07 | $1,555 | $1,304 | $251 | $251 | |
| 20. CONOCOPHILLIPS | 2013-08-28 | 2014-03-07 | $1,333 | $1,346 | -$13 | -$13 | |
| 60. DELTA AIR LINES INC | 2013-07-26 | 2014-03-07 | $2,131 | $1,275 | $856 | $856 | |
| 10. EOG RES INC | 2013-07-26 | 2014-03-07 | $1,896 | $1,460 | $436 | $436 | |
| 90. FIFTH THIRD BANCORP | 2013-05-22 | 2014-03-07 | $2,039 | $1,626 | $413 | $413 | |
| 140. GENERAL ELEC CO COM | 2013-05-17 | 2014-03-07 | $3,657 | $3,266 | $391 | $391 | |
| 10. GOLDMAN SACHS GROUP INC COM | 2013-05-29 | 2014-03-07 | $1,750 | $1,630 | $120 | $120 | |
| 30. HALLIBURTON CO | 2013-05-16 | 2014-03-07 | $1,694 | $1,320 | $374 | $374 | |
| 20. HELMERICH & PAYNE INC COM | 2013-05-16 | 2014-03-07 | $2,007 | $1,261 | $746 | $746 | |
| 20. HERSHEY FOODS CORP COM | 2013-05-15 | 2014-03-07 | $2,112 | $1,799 | $313 | $313 | |
| 20. HOME DEPOT INC COM | 2013-05-15 | 2014-03-07 | $1,648 | $1,554 | $94 | $94 | |
| 375. ISHARES MSCI EMERGING MKTS INDEX FUND | 2013-05-13 | 2014-03-07 | $14,842 | $16,207 | -$1,365 | -$1,365 | |
| 40. J P MORGAN CHASE & CO COM | 2009-12-29 | 2014-03-07 | $2,378 | $1,668 | $710 | $710 | |
| 30. JOHNSON & JOHNSON COM | 2013-05-17 | 2014-03-07 | $2,795 | $2,637 | $158 | $158 | |
| 20. LAS VEGAS SANDS CORP | 2013-10-31 | 2014-03-07 | $1,748 | $1,414 | $334 | $334 | |
| 30. LINCOLN NATIONAL CORP | 2014-03-07 | $1,592 | $1,545 | $47 | $47 | ||
| 20. MAGNA INTERNATIONAL ISIN CA5592224011 | 2013-12-31 | 2014-03-07 | $1,925 | $1,643 | $282 | $282 | |
| 10. MCKESSON HBOC INC COMMN | 2013-12-23 | 2014-03-07 | $1,830 | $1,596 | $234 | $234 | |
| 20. METHANEX CORP SEDOL 2654416 | 2013-11-25 | 2014-03-07 | $1,453 | $1,233 | $220 | $220 | |
| 20. NIKE INC CL B | 2013-05-15 | 2014-03-07 | $1,593 | $1,314 | $279 | $279 | |
| 40. NU SKIN ENTERPRISES INC | 2013-12-23 | 2014-03-07 | $3,072 | $5,530 | -$2,458 | -$2,458 | |
| 100. OMNICARE INC | 2013-12-13 | 2014-03-07 | $6,038 | $5,915 | $123 | $123 | |
| 60. ORACLE CORP | 2013-12-03 | 2014-03-07 | $2,348 | $2,103 | $245 | $245 | |
| 10. PPG INDS INC COM | 2013-11-25 | 2014-03-07 | $2,009 | $1,851 | $158 | $158 | |
| 10. PVH CORP | 2013-05-15 | 2014-03-07 | $1,270 | $1,185 | $85 | $85 | |
| 10. POLARIS INDS INC | 2013-05-15 | 2014-03-07 | $1,389 | $902 | $487 | $487 | |
| 80. PROCTER & GAMBLE CO | 2005-06-17 | 2014-03-07 | $6,278 | $4,304 | $1,974 | $1,974 | |
| 20. QUALCOMM | 2010-02-25 | 2014-03-07 | $1,540 | $743 | $797 | $797 | |
| 20. SCHLUMBERGER LTD COM | 2013-10-31 | 2014-03-07 | $1,854 | $1,879 | -$25 | -$25 | |
| 20. SHIRE PLC SPONSORED ADR | 2013-08-27 | 2014-03-07 | $3,279 | $2,267 | $1,012 | $1,012 | |
| 10. UNION PAC CORP COM | 2013-05-17 | 2014-03-07 | $1,879 | $1,592 | $287 | $287 | |
| 20. UNITED TECHNOLOGIES CORP COM | 2013-05-17 | 2014-03-07 | $2,359 | $1,937 | $422 | $422 | |
| 30. VERIZON COMMUNICATIONS COM | 2013-05-16 | 2014-03-07 | $1,414 | $1,598 | -$184 | -$184 | |
| 10. VISA INC CLASS A SHARES | 2013-05-29 | 2014-03-07 | $2,245 | $1,800 | $445 | $445 | |
| 60. WELLS FARGO & CO NEW COM | 2013-05-22 | 2014-03-07 | $2,896 | $2,408 | $488 | $488 | |
| 50. WISCONSIN ENERGY CORP | 2013-05-13 | 2014-03-07 | $2,167 | $2,149 | $18 | $18 | |
| 20. WYNDHAM WORLDWIDE CORP | 2014-01-30 | 2014-03-07 | $1,529 | $1,436 | $93 | $93 | |
| 40. INVESCO LTD ISIN BMG491BT1088 SEDOL B28XP76 | 2013-05-29 | 2014-03-07 | $1,384 | $1,371 | $13 | $13 | |
| 30. JAZZ PHARMACEUTICALS PLC SEDOL B4Q5ZN4 | 2013-09-06 | 2014-03-07 | $4,580 | $2,615 | $1,965 | $1,965 | |
| 30. NXP SEMICONDUCTORS ISIN NL0009538784 SEDOL B505PN7 | 2013-12-03 | 2014-03-07 | $1,788 | $1,287 | $501 | $501 | |
| 538.871 THIRD AVENUE INTERNATL VALUE FUND 448 | 2014-03-10 | $10,691 | $10,137 | $554 | $554 | ||
| 30. CELGENE CORP | 2013-09-06 | 2014-03-14 | $4,473 | $4,344 | $129 | $129 | |
| 40. PVH CORP | 2013-05-15 | 2014-03-14 | $4,656 | $4,738 | -$82 | -$82 | |
| 30. CANADIAN PACIFIC RAILWAY LTD SEDOL 2793115 | 2013-11-25 | 2014-04-11 | $4,339 | $4,597 | -$258 | -$258 | |
| 70. CHUBB CORP COM | 2013-05-22 | 2014-04-11 | $6,181 | $6,161 | $20 | $20 | |
| 30. GOLDMAN SACHS GROUP INC COM | 2013-05-29 | 2014-04-11 | $4,617 | $4,891 | -$274 | -$274 | |
| 110. HALLIBURTON CO | 2013-05-16 | 2014-04-11 | $6,349 | $4,839 | $1,510 | $1,510 | |
| 70. NIKE INC CL B | 2013-05-15 | 2014-04-11 | $5,068 | $4,599 | $469 | $469 | |
| 40. PPG INDS INC COM | 2014-04-11 | $7,603 | $7,368 | $235 | $235 | ||
| 310. FIFTH THIRD BANCORP | 2013-05-22 | 2014-05-02 | $6,401 | $5,602 | $799 | $799 | |
| 80. HERSHEY FOODS CORP COM | 2013-05-15 | 2014-05-07 | $7,721 | $7,198 | $523 | $523 | |
| 20. ALLERGAN INC | 2013-05-17 | 2014-05-16 | $3,163 | $2,011 | $1,152 | $1,152 | |
| 160. COCACOLA CO | 2013-05-15 | 2014-05-16 | $6,513 | $6,856 | -$343 | -$343 | |
| 30. JAZZ PHARMACEUTICALS PLC SEDOL B4Q5ZN4 | 2013-09-06 | 2014-05-16 | $3,804 | $2,615 | $1,189 | $1,189 | |
| 60. CHEVRON CORPORATION | 2013-05-16 | 2014-05-28 | $7,373 | $7,382 | -$9 | -$9 | |
| 70. METHANEX CORP SEDOL 2654416 | 2013-11-25 | 2014-06-05 | $3,998 | $4,314 | -$316 | -$316 | |
| 70. B/E AEROSPACE INC | 2013-05-17 | 2014-06-10 | $6,588 | $4,397 | $2,191 | $2,191 | |
| 10. GOOGLE INC-CL C | 2013-05-13 | 2014-06-10 | $5,602 | $4,403 | $1,199 | $1,199 | |
| 180. YAHOO! INC COM | 2013-07-23 | 2014-06-26 | $6,010 | $4,966 | $1,044 | $1,044 | |
| 30. ALLERGAN INC | 2013-05-17 | 2014-07-23 | $5,175 | $3,017 | $2,158 | $2,158 | |
| 60. SHIRE PLC SPONSORED ADR | 2013-05-17 | 2014-07-23 | $15,273 | $5,607 | $9,666 | $9,666 | |
| 10. FRANKLIN RES INC COM | 2013-11-25 | 2014-08-11 | $544 | $556 | -$12 | -$12 | |
| 120. FRANKLIN RES INC COM | 2013-06-05 | 2014-08-11 | $6,531 | $6,120 | $411 | $411 | |
| 50. ZIMMER HOLDINGS INC | 2014-03-14 | 2014-08-11 | $4,814 | $4,759 | $55 | $55 | |
| 60. LAS VEGAS SANDS CORP | 2013-10-31 | 2014-08-15 | $4,078 | $4,242 | -$164 | -$164 | |
| 120. SUNCOR ENERGY INC ISIN CA8672241079 SEDOL B3NB1P2 | 2014-05-28 | 2014-08-15 | $4,595 | $4,621 | -$26 | -$26 | |
| 10. HELMERICH & PAYNE INC COM | 2013-05-16 | 2014-09-04 | $1,023 | $630 | $393 | $393 | |
| 70. MICROSOFT CORP | 2014-04-11 | 2014-09-04 | $3,163 | $2,776 | $387 | $387 | |
| 20. MICROSOFT CORP | 2002-02-28 | 2014-09-04 | $904 | $591 | $313 | $313 | |
| 50000. AT & T INC SR SEC | 2009-10-19 | 2014-09-15 | $50,000 | $53,271 | -$3,271 | -$3,271 | |
| 110. DELTA AIR LINES INC | 2013-07-26 | 2014-09-16 | $4,293 | $2,338 | $1,955 | $1,955 | |
| 120. SUNTRUST BANKS INC COM | 2014-03-07 | 2014-09-16 | $4,683 | $4,765 | -$82 | -$82 | |
| 60. UNITED TECHNOLOGIES CORP COM | 2013-05-17 | 2014-09-16 | $6,468 | $5,812 | $656 | $656 | |
| 100. CROWN HOLDINGS INC | 2014-06-10 | 2014-09-23 | $4,613 | $5,060 | -$447 | -$447 | |
| 90. CBS CORP CLASS B WI | 2013-05-16 | 2014-09-30 | $4,824 | $4,522 | $302 | $302 | |
| 2.913 ARTISAN MID CAP VALUE FUND FD 1464 | 2013-11-21 | 2014-10-09 | $76 | $77 | -$1 | -$1 | |
| 26.722 ARTISAN MID CAP VALUE FUND FD 1464 | 2014-10-09 | $699 | $705 | -$6 | -$6 | ||
| 649.351 ARTISAN MID CAP VALUE FUND FD 1464 | 2013-05-29 | 2014-10-09 | $16,974 | $16,000 | $974 | $974 | |
| 130. COCA COLA ENTERPRISES | 2014-03-07 | 2014-12-16 | $5,472 | $6,211 | -$739 | -$739 | |
| 60. HELMERICH & PAYNE INC COM | 2013-05-16 | 2014-12-16 | $3,562 | $3,782 | -$220 | -$220 | |
| 10. MANPOWER GROUP INC | 2013-12-23 | 2014-12-16 | $643 | $852 | -$209 | -$209 | |
| 70. MANPOWER GROUP INC | 2013-11-25 | 2014-12-16 | $4,499 | $5,676 | -$1,177 | -$1,177 | |
| 10. MCKESSON HBOC INC COMMN | 2013-10-31 | 2014-12-16 | $2,054 | $1,576 | $478 | $478 | |
| 230. ORACLE CORP | 2014-12-16 | $9,375 | $7,800 | $1,575 | $1,575 | ||
| 130. QUANTA SVCS INC | 2014-04-11 | 2014-12-16 | $3,325 | $4,638 | -$1,313 | -$1,313 | |
| 20. BECTON DICKINSON & CO | 2013-05-17 | 2014-12-22 | $2,792 | $2,035 | $757 | $757 | |
| 40. GENERAL ELEC CO COM | 2013-05-17 | 2014-12-22 | $1,026 | $933 | $93 | $93 | |
| 10. GILEAD SCIENCES INC COM | 2014-07-23 | 2014-12-22 | $966 | $902 | $64 | $64 | |
| 91. ISHARES TR S&P 500/BARRA GROWTH INDEX FD | 2014-03-07 | 2014-12-22 | $10,292 | $9,265 | $1,027 | $1,027 | |
| 10. JOHNSON & JOHNSON COM | 2013-05-17 | 2014-12-22 | $1,060 | $879 | $181 | $181 | |
| 10. LOCKHEED MARTIN CORP | 2013-11-25 | 2014-12-22 | $1,947 | $1,418 | $529 | $529 | |
| 10. MAGNA INTERNATIONAL ISIN CA5592224011 | 2013-12-31 | 2014-12-22 | $1,071 | $822 | $249 | $249 | |
| 175.97 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I | 2014-12-22 | $3,461 | $3,486 | -$25 | -$25 | ||
| 840.807 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I | 2014-12-22 | $16,539 | $15,093 | $1,446 | $1,446 | ||
| 10. POLARIS INDS INC | 2013-05-15 | 2014-12-22 | $1,488 | $902 | $586 | $586 | |
| 130. REGIONS FINANCIAL CORP | 2013-07-02 | 2014-12-22 | $1,348 | $1,282 | $66 | $66 | |
| 20. SKYWORKS SOLUTIONS INC COM | 2014-04-11 | 2014-12-22 | $1,465 | $709 | $756 | $756 | |
| 10. SNAP-ON INC COM | 2014-12-16 | 2014-12-22 | $1,370 | $1,323 | $47 | $47 | |
| 10. UNITED RENTALS INC COM | 2014-09-16 | 2014-12-22 | $1,021 | $1,157 | -$136 | -$136 | |
| 20. WELLS FARGO & CO NEW COM | 2013-05-22 | 2014-12-22 | $1,092 | $803 | $289 | $289 | |
| 20. WISCONSIN ENERGY CORP | 2013-05-13 | 2014-12-22 | $1,044 | $860 | $184 | $184 | |
| CAPITAL GAIN DIVIDENDS | $10,509 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $48,629 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $60,279 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,346,446 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044769 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $62,015 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,288,471 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048131 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $49,848 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,277,759 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.039012 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $57,759 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,228,369 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047021 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $48,076 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,140,728 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.042145 | DistributionYr5Rt |
| Total Distribution | 0.221078 | TotalDistributionRt |
| Average Distribution | 0.044216 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,433,934 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $63,403 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $810 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $64,213 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $64,700 | 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 | $810 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $810 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $810 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,600 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $0 | AppliedToEsTaxAmt |
| Total Payments And Credits | $3,600 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,790 | OverpaymentAmt |
| Applied To ES Tax | $406 | AppliedToESTaxAmt |
| Refund | $2,384 | 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 | 620 LIBERTY AVENUE 10TH FLOOR | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152222705 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
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 | 0 | 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 | $1,455,771 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,455,771 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,455,771 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,837 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,433,934 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $71,697 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $71,697 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $810 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $810 | TotalTaxAmt |
| Distributable Before Adj | $70,887 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $70,887 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $70,887 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $64,700 | 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 | $64,700 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $810 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $63,890 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $70,887 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $61,989 | 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 | $64,700 | QualifyingDistributionsAmt |
| Applied To Year1 | $61,989 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,711 | 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 | $68,176 | 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 | KEVIN MCMANAMON PNC BANK NA | 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 | 2162225853 | 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 (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CONCORDIA THEOLOGICAL SEMINARY | |||||||
| 3320 FAIRFIELD AVE | FORT WAYNE | IN | 46807 | NONE | PC | GENERAL SUPPORT | $1,000 |
| FRANCIS & WALTER LUPKE MEM SCHOLARSHIP | |||||||
| 6104 MIDWOOD DR | FORT WAYNE | IN | 46807 | NONE | PC | GENERAL SUPPORT | $2,000 |
| YWCA | |||||||
| 2000 1610 SPY RUN AVE | FORT WAYNE | IN | 46802 | NONE | PC | GENERAL SUPPORT | $2,000 |
| 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 | $7,000 |
| ST MARYS SOUP KITCHEN | |||||||
| 442 E JEFFERSON BLVD | FORT WAYNE | IN | 46802 | NONE | PC | GENERAL SUPPORT | $500 |
| PEACE LUTHERAN WEE CREATION | |||||||
| 355 EAST STATE ROAD 120 | FREMONT | IN | 46737 | NONE | PC | GENERAL SUPPORT | $500 |
| LITTLE RIVER WETLANDS | |||||||
| 2403 FAIROAK DR | FORT WAYNE | IN | 46809 | NONE | PC | GENERAL SUPPORT | $1,000 |
| LINCOLN MUSEUM | |||||||
| PO BOX 2270 | FORT WAYNE | IN | 46801 | NONE | PC | GENERAL SUPPORT | $2,500 |
| HISTORY CENTER | |||||||
| 302 EAST BERRY STREET | FORT WAYNE | IN | 46802 | NONE | PC | GENERAL SUPPORT | $500 |
| GREATER FORT WAYNE AVIATION MUSEUM CO | |||||||
| PO BOX 9573 | FORT WAYNE | IN | 46899 | NONE | PC | GENERAL SUPPORT | $200 |
| FORT WAYNE CTR FOR LEARNING | |||||||
| 800 BROADWAY STE 215 | FORT WAYNE | IN | 46802 | NONE | PC | GENERAL SUPPORT | $500 |
| FORT WAYNE BALLET INC | |||||||
| 324 PENN AVE | FORT WAYNE | IN | 46807 | NONE | PC | GENERAL SUPPORT | $500 |
| FORT WAYNE MUSEUM ART | |||||||
| 311 E MAIN STREET | FORT WAYNE | IN | 46202 | NONE | PC | GENERAL SUPPORT | $500 |
| EMMANUEL OF ST MICHAELS LUTHERAN | |||||||
| 917 W JEFFERSON BLVD | FORT WAYNE | IL | 46802 | NONE | PC | GENERAL SUPPORT | $1,000 |
| EMBASSY THEATRE FOUNDATION INC | |||||||
| 125 W JEFFERSON BLVD | FORT WAYNE | IN | 46802 | NONE | PC | GENERAL SUPPORT | $10,000 |
| EARLY CHILDHOOD ALLIANCE | |||||||
| 3320 FAIRFIELD AVENUE | FORT WAYNE | IN | 46807 | NONE | PC | GENERAL SUPPORT | $2,500 |
| CONCORDIA HIGH SCHOOL | |||||||
| 1601 ST JOE RIVER DRIVE | FORT WAYNE | IN | 46805 | NONE | PC | GENERAL SUPPORT | $10,000 |
| COMMUNITY HARVEST FOOD BANK | |||||||
| 999 EAST TILLMAN ROAD | FORT WAYNE | IN | 46816 | NONE | PC | GENERAL SUPPORT | $1,000 |
| CATHEDRAL OF THE IMMACULATE CONCEPT | |||||||
| 1122 S CLINTON ST | FORT WAYNE | IN | 46802 | NONE | PC | GENERAL SUPPORT | $5,000 |
| AUDIENCES UNLIMITED | |||||||
| 227 E WASHINGTON BLVD | FORT WAYNE | IN | 46802 | NONE | PC | GENERAL SUPPORT | $1,000 |
| ARTS UNITED OF GTR FORT WAYNE | |||||||
| 303 EAST MAIN STREET | FORT WAYNE | IN | 46802 | NONE | PC | GENERAL SUPPORT | $10,000 |
| ARTLINK | |||||||
| 300 E MAIN STREET | FORT WAYNE | IN | 46802 | NONE | PC | GENERAL SUPPORT | $500 |
| ARCH INC | |||||||
| 818 LAFAYETTE STREET | FORT WAYNE | IN | 46802 | NONE | PC | GENERAL SUPPORT | $2,000 |
| ACRES LAND TRUST | |||||||
| 1005 W RUDISILL BLVD | FORT WAYNE | IN | 46807 | NONE | PC | GENERAL SUPPORT | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $64,700 | 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 | $43,171 | 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 | $48,629 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $91,800 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $91,800 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFF. BETWEEN TAX COST AND CARRYING VALU | Desc |
| Amt | $258 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT FEES-SUBJECT T | CategoryTxt |
| Amt | $10,701 | Amt |
| Net Investment Income | $10,701 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $50 | $50 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $2,944 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $3,600 | $0 | $0 |
Comments