BETA

MAGEE-OCONNOR FOUNDATION INC: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
MAGEE-OCONNOR FOUNDATION INC (EIN 23-7087967)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-14
IRS object ID
201541349349101404
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

FieldValueIRS element (for citing)
Return2015-05-14T14:39:31-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

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 Begin2014-01-01TaxPeriodBeginDt

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
Signature2015-05-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL T FLOODPreparerPersonNm
PTINP01299304PTIN
Phone2604360859PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,349,158FMVAssetsEOYAmt
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$7,315InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7,315InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$107,943DividendsRevAndExpnssAmt
Dividends Net Invst Incm$107,943DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$352,520NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,283,637GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$352,520CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$467,778TotalRevAndExpnssAmt
Total Net Invst Incm$467,778TotalNetInvstIncmAmt
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$2,475AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,475AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$18,023OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$18,023OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$20,498TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$20,498TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$259,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$259,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$279,998TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$20,498TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$259,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$187,780ExcessRevenueOverExpensesAmt
Net Investment Income$447,280NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$75,999SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$122,842SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$122,842SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$4,578,998CorporateStockBOYAmt
Corporate Stock EOY$4,719,935CorporateStockEOYAmt
Corporate Stock EOYFMV$5,226,316CorporateStockEOYFMVAmt
Total Assets BOY$4,654,997TotalAssetsBOYAmt
Total Assets EOY$4,842,777TotalAssetsEOYAmt
Total Assets EOYFMV$5,349,158TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$4,654,997UnrestrictedBOYAmt
Unrestricted EOY$4,842,777UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$4,654,997TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,842,777TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,654,997TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,842,777TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,654,997TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$187,780ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$4,842,777SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,842,777TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
FIDELITY A/C 928P$324,927$319,959$4,968$4,968
FIDELITY A/C 928P$731,063$685,600$45,463$45,463
FIDELITY A/C 928P$1,142,272$925,558$216,714$216,714
CAPITAL GAINS DIVIDENDSP$85,375$85,375$85,375
FieldValueIRS element (for citing)
Capital Gain Net Income$352,520CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$214,500AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$5,323,151NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.040296DistributionYr1Rt
Adjusted Qlfy Distri Yr2$220,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$4,778,711NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.046038DistributionYr2Rt
Adjusted Qlfy Distri Yr3$215,500AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$4,764,539NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.045230DistributionYr3Rt
Adjusted Qlfy Distri Yr4$242,104AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$4,573,316NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.052938DistributionYr4Rt
Adjusted Qlfy Distri Yr5$237,982AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,877,469NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.061376DistributionYr5Rt
Total Distribution0.245878TotalDistributionRt
Average Distribution0.049176AverageDistributionRt
Net Vl Noncharitable Assets$5,445,621NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$267,794AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$4,473NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$272,267AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$259,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$8,946InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$8,946SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$8,946TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,800EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$6,800TotalPaymentsAndCreditsAmt
Tax Due$2,146TaxDueAmt

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$5,435,236AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$93,313AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,528,549TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,528,549AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$82,928CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,445,621NetVlNoncharitableAssetsAmt
Minimum Investment Return$272,281MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$272,281MinimumInvestmentReturnAmt
Tax Based On Investment Income$8,946TaxBasedOnInvestmentIncomeAmt
Total Tax$8,946TotalTaxAmt
Distributable Before Adj$263,335DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$263,335DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$263,335DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$259,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$259,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$259,500AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$263,335DistributableAsAdjustedAmt
Undistributed Income PY$242,456UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$259,500QualifyingDistributionsAmt
Applied To Year1$242,456AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$17,044AppliedToCurrentYearAmt
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$246,291UndistributedIncomeCYAmt
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 (36 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$5,000
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
CATHOLIC CHARITIES
315 E WASHINGTON BLVDFORT WAYNEIN46802CHARITABLE$5,000
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$1,000
HEADWATERS PARK
110 WEST BERRY STREET SUITE 1006FORT WAYNEIN46802CHARITABLECHARITABLE$2,500
HISTORY CENTER
302 E BERRY STFORT WAYNEIN46802CHARITABLE$2,500
NORTHEAST INDIANA PUBLIC RADIO
3204 CLAIRMONT COURTFORT WAYNEIN46898CHARITABLE$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 FUND
200 EAST MAIN STREET 910FORT WAYNEIN46802CHARITABLE$5,000
OXFORD LAFAYETTE COUNTY HERITAGE FOUNDATION
POBOX 622OXFORDMS38655CHARITABLECHARITABLE$15,000
SCAN
500 W MAIN STFORT WAYNEIN46802CHARITABLE$7,000
ST ELIZABETH ANN SETON CAPITAL FUND
1700 ABOITE CENTER ROADFORT WAYNEIN46804CHARITABLE$5,000
SUPER SHOT
1 CANAL PLACEFORT WAYNEIN46802CHARITABLE$7,500
TURNSTONE CENTER
3320 N CLINTON STFORT WAYNEIN46805CHARITABLE$25,000
UNIVERSITY OF ST FRANCIS
2701 SPRING STFORT WAYNEIN46808CHARITABLE$15,000
VISITING NURSE & HOSPICE HOME
5910 HOMESTEAD RDFORT WAYNEIN46814CHARITABLE$7,500
WELLSPRING INTERFAITH SOCIAL SERVICES
1316 BROADWAYFORT WAYNEIN46802CHARITABLE$7,500
FORT WAYNE PARKS AND RECREATION
705 EAST STATE STREETFORT WAYNEIN46805CHARITABLECHARITABLE$5,000
YMCA
1020 BARR STREETFORT WAYNEIN46802CHARITABLE$3,500
FORT WAYNE RESCUE MISSION
301 WEST SUPERIOR STREETFORT WAYNEIN46802CHARITABLE$2,500
SCIENCE CENTRAL
1950 NORTH CLINTON STREETFORT WAYNEIN46805CHARITABLE$5,000
THE MARBRIDGE FOUNDATION
2310 BLISS SPILLAR ROADMANCHACATX78652CHARITABLE$15,000
FOUNDATION FOR FSP
19 CAMPUS BLVDNEWTOWN SQUAREPA19073CHARITABLE$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$259,500TotalGrantOrContriPdDurYrAmt
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$7,315RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$107,943RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$352,520RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$467,778RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$467,778TotalIncomeProducingActyAmt

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$2,475Amt
Net Investment Income$2,475NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$4,719,935EOYBookValueAmt
EOYFMV$5,226,316EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADMINISTRATIVE FEES$2,000$2,000$0
INVESTMENT FEES$16,000$16,000$0
MISCELLANEOUS$23$23$0

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