ENGLISH-BONTER-MITCHELL FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ENGLISH-BONTER-MITCHELL FOUNDATION (EIN 35-6247168)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-04-29
- IRS object ID
- 201401199349100210
- Schema version
- 2013v3.0
- 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
- Form 990-PF
- All Oth Prog Rltd Investments Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-04-29T07:09:53-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 356247168 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ENGLISH-BONTER-MITCHELL FDN PNC BANK NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ENGL | BusinessNameControlTxt |
| Phone | 4127625188 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 609 | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 152309738 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN ALRUTZ | PersonNm |
| Person Title | ASSISTANT VICE PRESIDENT | PersonTitleTxt |
| Phone | 4127625188 | PhoneNum |
| Signature | 2014-04-28 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $130,840,288 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,312 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,312 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,006,191 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,006,191 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,401,418 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $55,597,268 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,950,907 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $8,416 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $818 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $11,418,337 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,960,228 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $539,784 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $269,892 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $269,892 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $71,460 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,460 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $268 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $413,756 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $413,756 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,025,268 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $271,352 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $683,648 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,211,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,211,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,236,768 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $271,352 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,895,148 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,181,569 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,688,876 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,313,959 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,137,330 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,137,330 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $5,826,172 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $6,910,022 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $7,539,462 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $43,780,838 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $57,668,383 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $17,471,592 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $17,804,927 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $92,557,453 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $34,697,858 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $42,355,186 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $66,976 | OtherAssetsBOYAmt |
| Other Assets EOY | $66,976 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $335,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $101,764,560 | TotalAssetsBOYAmt |
| Total Assets EOY | $108,064,616 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $130,840,288 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $101,764,560 | CapitalStockBOYAmt |
| Capital Stock EOY | $108,025,779 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $38,837 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $101,764,560 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $108,064,616 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $101,764,560 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $108,064,616 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $101,764,560 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,181,569 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,118,487 | OtherIncreasesAmt |
| Subtotal | $108,064,616 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $108,064,616 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| SALES OF PUBLICLY TRADED SECURITIES | $55,282,985 | $47,653,959 | $7,629,026 | $7,629,026 | |
| CLASS ACTION SETTLEMENTS | $7,648 | $50 | $7,598 | $7,598 | P |
| CAPITAL GAINS DIVIDENDS | $314,283 | $314,283 | $314,283 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,950,907 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $5,725,685 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $115,094,197 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049748 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $5,474,009 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $114,774,594 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047694 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,891,319 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $108,933,590 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044902 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $6,108,574 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $100,968,293 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.060500 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $6,443,326 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $122,287,052 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052690 | DistributionYr5Rt |
| Total Distribution | 0.255534 | TotalDistributionRt |
| Average Distribution | 0.051107 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $122,607,416 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $6,266,097 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $106,889 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $6,372,986 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,895,148 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $213,778 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $213,778 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $213,778 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $108,954 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $108,954 | TotalPaymentsAndCreditsAmt |
| Tax Due | $104,824 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | PNCSITES.COM/PNCFOUNDATION/CHARITABLE_TRUSTS.HTML | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC BANK NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4127625188 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 LIBERTY AVENUE 10TH FLOOR | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 152222705 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PNC BANK NA | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 94651 | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 441014651 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 108.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $539,784 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $124,474,534 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $124,474,534 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $124,474,534 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,867,118 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $122,607,416 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,130,371 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,130,371 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $213,778 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $213,778 | TotalTaxAmt |
| Distributable Before Adj | $5,916,593 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,916,593 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,916,593 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,895,148 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,895,148 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,895,148 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,916,593 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,208,990 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,895,148 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,208,990 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $686,158 | 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 | $5,230,435 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (119 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A DAY AWAY ADULT DAYCARE INC | |||||||
| 1701 FREEMAN ST | FORT WAYNE | IN | 46802 | N/A | PUBLIC CHARITY | CAPITAL CAMPAIGN | $50,000 |
| ACRES INC | |||||||
| 1802 CHAPMAN ROAD | HUNTERTOWN | IN | 46748 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| UNITED NEGRO COLLEGE FUND | |||||||
| 1805 7TH STREET NW | WASHINGTON | DC | 20001 | N/A | PUBLIC CHARITY | FT WAYNE SCHOLARSHIP PROGRAM | $20,000 |
| ALLEN COUNTY EDUCATION PARTNERSHIP | |||||||
| 709 CLAY STREET SUITE 101 | FORT WAYNE | IN | 46802 | N/A | PUBLIC CHARITY | PROJECT READS PROGRAM | $60,000 |
| ALLEN COUNTY-FORT WAYNE HISTORICAL SOCIETY | |||||||
| 302 EAST BERRY STREET | FORT WAYNE | IN | 46802 | N/A | PUBLIC CHARITY | EDUCATION PROGRAMS SUPPORT | $100,000 |
| AMERICAN NATIONAL RED CROSS | |||||||
| 1212 E CALIFORNIA RD | FORT WAYNE | IN | 46895 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $50,000 |
| ARCH INC | |||||||
| 437 E BERRY ST STE 204 | FORT WAYNE | IN | 46802 | N/A | PUBLIC CHARITY | COMMUNITY EDUCATION PROGRAM | $5,000 |
| ARTLINK INC | |||||||
| 437 E BERRY ST STE 202 | FORT WAYNE | IN | 46802 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $7,000 |
| ARTS UNITED OF GREATER FORT WAYNE | |||||||
| 114 E SUPERIOR STREET | FORT WAYNE | IN | 46802 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $300,000 |
| ASSOCIATED CHURCHES OF FORT WAYNE | |||||||
| 602 EAST WAYNE STREET | FORT WAYNE | IN | 46802 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $50,000 |
| AUBURN AUTOMOTIVE HERITAGE INC | |||||||
| 1600 S WAYNE STREET | AUBURN | IN | 46706 | N/A | PUBLIC CHARITY | "TELLING THE STORY" CAMP | $200,000 |
| AUDIENCES UNLIMITED INC | |||||||
| 227 E WASHINGTON BLVD RM | FORT WAYNE | IN | 46802 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $12,000 |
| BIG BROTHERSBIG SISTERS OF NE INDIANA | |||||||
| 2439 FAIRFIELD AVENUE | FORT WAYNE | IN | 46807 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $42,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 8315 W JEFFERSON BLVD | FORT WAYNE | IN | 46804 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $50,000 |
| BOYS AND GIRLS CLUB OF FORT WAYNE | |||||||
| 2609 FAIRFIELD AVENUE | FORT WAYNE | IN | 46807 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $60,000 |
| BUTLER UNIVERSITY | |||||||
| 4600 SUNSET AVE | INDIANAPOLIS | IN | 46208 | N/A | PUBLIC CHARITY | HINKLE FIELDHOUSE PRESERVATION | $60,000 |
| FORT WAYNE PUBLIC TELEVISION | |||||||
| 2501 EAST COLISEUM BOULEVARD | FORT WAYNE | IN | 468051562 | N/A | PUBLIC CHARITY | TECHNOLOGY CAMPAIGN - TRANSMITTERS, STUDIO/PRODUCTION EQUIPMENT | $25,000 |
| CANCER SERVICES OF ALLEN COUNTY | |||||||
| 6316 MUTUAL DRIVE | FORT WAYNE | IN | 46285 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $15,000 |
| LUTHERAN SOCIAL SERVICES | |||||||
| 330 MADISON ST PO BOX 11329 | FORT WAYNE | IN | 46802 | N/A | PUBLIC CHARITY | FINANCIAL LITERACY PROGRAM | $15,000 |
| CENTER FOR NONVIOLENCE INC | |||||||
| 235 W CREIGTON | FORT WAYNE | IN | 46807 | N/A | PUBLIC CHARITY | NONVIOLENCE EDUCATION PROGRAMS | $15,000 |
| CHILDREN'S HOPE INC | |||||||
| 7922 W JEFFERSON BLVD | FORT WAYNE | IN | 46804 | N/A | PUBLIC CHARITY | OFFSET LODGING COSTS-FAMILIES OF HOSPITALIZED CHILDREN | $10,000 |
| COME2GO MINISTRIES INC | |||||||
| 323 W BAKER ST PO BOX 10 | FORT WAYNE | IN | 468530636 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $15,000 |
| COMMUNITY ACTION OF NORTHEAST INDIANA | |||||||
| 227 E WASHINGTON BLVD | FORT WAYNE | IN | 46802 | N/A | PUBLIC CHARITY | COVERING KIDS/FAMILIES OF NE INDIANA PROGRAM | $15,000 |
| COMMUNITY HARVEST FOOD BANK OF NORTHEAST INDIANA | |||||||
| 999 E TILLMAN RD | FORT WAYNE | IN | 46816 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $80,000 |
| COMMUNITY TRANSPORTATION NETWORK | |||||||
| 2701 S COLISEUM BLVD | FORT WAYNE | IN | 46806 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $40,000 |
| CROSSROAD CHILDFAMILY SVCS | |||||||
| 2525 LAKE AVE | FORT WAYNE | IN | 46805 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $50,000 |
| EARLY CHILDHOOD ALLIANCE | |||||||
| 3320 FAIRFIELD AVENUE | FORT WAYNE | IN | 46807 | N/A | PUBLIC CHARITY | PROGRAM FOR LOW-INCOME | $25,000 |
| EAST ALLEN FAMILY RESOURCE CENTER | |||||||
| 6330 PRIZE STREET | FORT WAYNE | IN | 46803 | N/A | PUBLIC CHARITY | LEARN RESOURCE CENTER PROGRAMMING SUPPORT | $5,000 |
| EAST WAYNE STREET CENTER | |||||||
| 801 EAST WAYNE STREET | FORT WAYNE | IN | 46803 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $40,000 |
| EASTER SEALS ARC OF NE INDIANA | |||||||
| 4919 COLDWATER ROAD | FORT WAYNE | IN | 46825 | N/A | PUBLIC CHARITY | UPGRADE IT SYSTEM | $35,000 |
| EMBASSY THEATRE FOUNDATION | |||||||
| 125 W JEFFERSON BLVD | FORT WAYNE | IN | 468023012 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $120,000 |
| ERIN'S HOUSE FOR GRIEVING CHILDREN | |||||||
| 3811 ILLINOIS ROAD STE 2 | FORT WAYNE | IN | 46804 | N/A | PUBLIC CHARITY | CAPITAL CAMPAIGN-13,000 SQ FT | $100,000 |
| FAMILY & CHILDRENS SERVICES FORT WAYNE | |||||||
| 2712 S CALHOUN STREET | FORT WAYNE | IN | 46807 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $15,000 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | |||||||
| 576 GEIGER DRIVE | ROANOKE | IN | 46783 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 |
| FESTIVAL OF ARTMUSIC ELEMENTARY SCHOOLS | |||||||
| 2101 E COLISEUM BLVD | FORT WAYNE | IN | 46805 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| YMCA OF DEKALB COUNTY | |||||||
| 310 N MAIN STREET | AUBURN | IN | 46706 | N/A | PUBLIC CHARITY | CURRENT FACILITY EXPANSION | $100,000 |
| FORT WAYNE BALLET INC | |||||||
| 324 PENN AVENUE | FORT WAYNE | IN | 46805 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $30,000 |
| FORT WAYNE CHILDREN'S CHOIR INC | |||||||
| 2101 E COLISEUM BLVD | FORT WAYNE | IN | 468051445 | N/A | PUBLIC CHARITY | PARTICIPATION ASSISTANCE PROGRAM | $7,000 |
| FORT WAYNE CIVIC THEATRE | |||||||
| 303 E MAIN STREET | FORT WAYNE | IN | 46802 | N/A | PUBLIC CHARITY | 2013-2014 PROGRAM SUPPORT | $75,000 |
| FORT WAYNE CLUBHOUSE INC | |||||||
| 3327 LAKE AVENUE | FORT WAYNE | IN | 46805 | N/A | PUBLIC CHARITY | EMPLOYMENT PROGRAM | $35,000 |
| FORT WAYNE DANCE COLLECTIVE | |||||||
| 437 E BERRY ST STE 203 | FORT WAYNE | IN | 46802 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| FORT WAYNE MUSEUM OF ART | |||||||
| 311 EAST MAIN STREET | FORT WAYNE | IN | 46802 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $100,000 |
| FORT WAYNE PARK FOUNDATION | |||||||
| 705 EAST STATE BLVD | FORT WAYNE | IN | 46805 | N/A | PUBLIC CHARITY | NEW BLOOM SCULPTURE | $15,000 |
| FORT WAYNE PHILHARMONIC ORCHESTRA | |||||||
| 4901 FULLER DRIVE | FORT WAYNE | IN | 46835 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $170,000 |
| YMCA OF FORT WAYNE | |||||||
| 347 W BERRY STREET STE 500 | FORT WAYNE | IN | 46602 | N/A | PUBLIC CHARITY | WELLS COUNTY YMCA FACILITY | $37,500 |
| FORT WAYNE RESCUE MISSION MINISTRI | |||||||
| 301 SUPERIOR ST PO BOX 1 | FORT WAYNE | IN | 468551116 | N/A | PUBLIC CHARITY | CHARIS HOUSE | $70,000 |
| MARTIN LUTHER KING SCHOOL | |||||||
| 6001 S ANTHONY BLVD | FORT WAYNE | IN | 46816 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $20,000 |
| FORT WAYNE URBAN LEAGUE | |||||||
| 2135 SOUTH HANNA STREET | FORT WAYNE | IN | 46803 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 |
| FORT WAYNE YOUTHEATRE | |||||||
| 303 E MAIN STREET | FORT WAYNE | IN | 46802 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $4,000 |
| FORT WAYNE ZOOLOGICAL SOCIETY | |||||||
| 3411 SHERMAN BLVD | FORT WAYNE | IN | 46808 | N/A | PUBLIC CHARITY | AUSTRALIAN ADVENTURE CAP CAMPAIGN | $100,000 |
| FRANCINE'S FRIENDS | |||||||
| 709 CLAY STREET SUITE 300 | FORT WAYNE | IN | 46802 | N/A | PUBLIC CHARITY | MOBILE MAMMOGRAPHY UNIT | $25,000 |
| FRANCISCAN CENTER INC | |||||||
| 4643 GAYWOOD DRIVE | FORT WAYNE | IN | 46806 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| FRIENDS OF THE LINCOLN MUSEUM | |||||||
| 7611 HOPE FARM ROAD | FORT WAYNE | IN | 46815 | N/A | PUBLIC CHARITY | LINCOLN COLLECTION | $80,000 |
| INDIANA YOUTH INSTITUTE INC | |||||||
| 603 E WASHINGTON ST STE 800 | INDIANAPOLIS | IN | 46204 | N/A | PUBLIC CHARITY | YOUTH SERVICE TOOLKIT | $5,000 |
| GIRL SCOUTS OF N INDIANA-MICHIAN | |||||||
| 10008 DUPONT CIRCLE DRIVE | FORT WAYNE | IN | 46825 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $50,000 |
| GREATER FORT WAYNE CHAMBER OF COMMERCE | |||||||
| 826 EWING STREET | FORT WAYNE | IN | 46802 | N/A | PUBLIC CHARITY | GRADUATE RETENTION PROGRAM | $25,000 |
| HARLAN CHRISTIAN YOUTH CENTER | |||||||
| 17308 SECOND ST PO BOX 4 | HARLAN | IN | 46743 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $15,000 |
| HAROLD W MCMILLEN CENTER | |||||||
| 600 JIM KELLEY BLVD | FORT WAYNE | IN | 46816 | N/A | PUBLIC CHARITY | GENERAL SUPPORT FOR ALLEN COUNTY | $20,000 |
| HEADSWATER PARK ALLIANCE | |||||||
| 110 WEST BERRY ST STE 10 | FORT WAYNE | IN | 46802 | N/A | PUBLIC CHARITY | NEW REFRIGERATION UNIT FOR OUTDOOR ICE RINK | $25,000 |
| HEARTLAND CHAMBER CHORALE | |||||||
| 2701 SPRING STREET NC122 | FORT WAYNE | IN | 46808 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $15,000 |
| HOPE HOUSE INC | |||||||
| 1115 GARDEN STREET | FORT WAYNE | IN | 46802 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| HUNTINGTON UNIVERSITY | |||||||
| 2303 COLLEGE AVENUE | HUNTINGTON | IN | 46750 | N/A | PUBLIC CHARITY | DIGITAL/VISUAL ARTS CAMPAIGN | $20,000 |
| INDIANA INSTITUTE OF TECHNOLOGY | |||||||
| 1600 EAST WASHINGTON BLVD | FORT WAYNE | IN | 46803 | N/A | PUBLIC CHARITY | COMPREHENSIVE MOMENTUM CAMP | $37,500 |
| INDIANA PURDUE FOUNDATION | |||||||
| 2101 E COLISEUM BLVD | FORT WAYNE | IN | 468051499 | N/A | PUBLIC CHARITY | OMNIBUS LECTURE SERIES | $100,000 |
| INDIANA PURDUE FOUNDATION | |||||||
| 2101 E COLISEUM BLVD | FORT WAYNE | IN | 468051499 | N/A | PUBLIC CHARITY | STUDENT SVCS/LIBRARY COMPLEX | $170,000 |
| INDIANA UNIVERSITY | |||||||
| 1120 SOUTH DRIVE | INDIANAPOLIS | IN | 46207 | N/A | PUBLIC CHARITY | DR CALVIN H & MARY TOWER ENGLISH SCHOLARSHIP | $40,000 |
| INTERFAITH HOSPITALITY NETWORK | |||||||
| 2605 GAY STREET PO BOX 1 | FORT WAYNE | IN | 46868 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| ISAAC KNAPP DENTAL EDUCATION FDN | |||||||
| 4640 WEST JEFFERSON BLVD | FORT WAYNE | IN | 46804 | N/A | PUBLIC CHARITY | COMMUNITY ORAL HEALTH PROGRAMS | $5,000 |
| IVY TECH FOUNDATION | |||||||
| 3800 NORTH ANTHONY BLVD | FORT WAYNE | IN | 46805 | N/A | PUBLIC CHARITY | HOSPITALITY PROGRAM EXPANSION | $100,000 |
| JUNIOR ACHIEVEMENT | |||||||
| 601 NOBLE DRIVE | FORT WAYNE | IN | 46825 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $160,000 |
| FT WAYNE-ALLEN COUNTY ECONOMIC DEVELOPMENT ALLIANCE | |||||||
| 111 WEST WAYNE STREET | FORT WAYNE | IN | 46802 | N/A | PUBLIC CHARITY | BIZVIZ PROJECT | $25,000 |
| LEAGUE FOR THE BLINDDISABLED INC | |||||||
| 5821 SOUTH ANTHONY BLVD | FORT WAYNE | IN | 46816 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| LIFELINE YOUTH AND FAMILY SERVICES | |||||||
| 7136 GETTYSBURG PIKE PO BOX 487 | FORT WAYNE | IN | 468980487 | N/A | PUBLIC CHARITY | EQUIPMENT TO PROVIDE HOME BASED THERAPY/INTERVENTION | $10,000 |
| LITERACY ALLIANCE INC | |||||||
| 709 CLAY STREET SUITE 100 | FORT WAYNE | IN | 46802 | N/A | PUBLIC CHARITY | ADULT INSTRUCTION PROGRAMS | $20,000 |
| LUTHERAN HOMES INC | |||||||
| 6701 S ANTHONY BLVD | FORT WAYNE | IN | 468162035 | N/A | PUBLIC CHARITY | CAPITAL FACILITY UPGRADE | $50,000 |
| FT WAYNE-ALLEN COUNTY ECONOMIC DEVELOPMENT ALLIANCE | |||||||
| 111 WEST WAYNE STREET | FORT WAYNE | IN | 46802 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $20,000 |
| MANCHESTER COLLEGE | |||||||
| 604 E COLLEGE AVE | NORTH MANCHESTER | IN | 46962 | N/A | PUBLIC CHARITY | SCHOOL OF PHARMACY - FT WAYNE | $90,000 |
| MATTHEW 25 INC | |||||||
| 413 E JEFFERSON BLVD | FORT WAYNE | IN | 46802 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $15,000 |
| MUSTARD SEED FURNITURE BANK | |||||||
| 5429 KEYSTONE DRIVE | FORT WAYNE | IN | 46825 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| NE INDIANA FOUNDATION | |||||||
| 300 E MAIN STREET STE 210 | FORT WAYNE | IN | 46802 | N/A | PUBLIC CHARITY | VISION 2020 | $50,000 |
| NEIGHBORHOOD HEALTH CLINICS | |||||||
| 1717 S CALHOUN ST | FORT WAYNE | IN | 46862 | N/A | PUBLIC CHARITY | IT SYSTEMS UPGRADE | $15,000 |
| NORTHEAST INDIANA INNOVATION CENTER | |||||||
| 3201 STELLHORN ROAD | FORT WAYNE | IN | 46815 | N/A | PUBLIC CHARITY | CAPITAL PROGRAM | $100,000 |
| NORTHERN INDIANA HISTORICAL SOCIETY | |||||||
| 808 WEST WASHINGTON | SOUTH BEND | IN | 46601 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $20,000 |
| FORENSIC NURSING SPECIALTIES INC | |||||||
| 2270 LAKE AVENUE STE 201 | FORT WAYNE | IN | 46805 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| PARKVIEW FOUNDATION | |||||||
| 2200 RANDALLIA DRIVE | FORT WAYNE | IN | 46805 | N/A | PUBLIC CHARITY | RESEARCH AND EDUCATION CENTER | $100,000 |
| PLYMOUTH CONGREGATIONAL CHURCH | |||||||
| 501 WEST BERRY STREET | FORT WAYNE | IN | 46802 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $70,000 |
| POWER HOUSE ALLIANCE INC | |||||||
| 830 MAIN STE | NEW HAVEN | IN | 46774 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| RIVER GREENWAY CONSORTIUM | |||||||
| 300 E MAIN STREET | FORT WAYNE | IN | 46802 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 |
| RONALD MCDONALD HOUSE CHARITIES | |||||||
| 2200 RANDALLIA DRIVE | FORT WAYNE | IN | 46805 | N/A | PUBLIC CHARITY | CAPITAL EXPANSION CAMPAIGN | $25,000 |
| SALVATION ARMY | |||||||
| 2901 N CLINTON STREET | FORT WAYNE | IN | 46805 | N/A | PUBLIC CHARITY | COMMUNITY YOUTH CTR PROGRAM | $5,000 |
| SCAN INC | |||||||
| 500 W MAIN STREET | FORT WAYNE | IN | 46802 | N/A | PUBLIC CHARITY | HEALTH FAMILIES CHILD ABUSE PREVENTION PROGRAM | $20,000 |
| SCIENCE CENTRAL INC | |||||||
| 1950 N CLINTON STREET | FORT WAYNE | IN | 46805 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $60,000 |
| SCIENCE CENTRAL INC | |||||||
| 1950 N CLINTON STREET | FORT WAYNE | IN | 46805 | N/A | PUBLIC CHARITY | SCIENCE ON A SPHERE PROJECT | $70,000 |
| SOUTHEAST YOUTH COUNCIL | |||||||
| 123 MEYER DR PO BOX 236 | MONROEVILLE | IN | 46773 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| SUPER SHOT INC | |||||||
| 709 CLAY STREET SUITE 300 | FORT WAYNE | IN | 46802 | N/A | PUBLIC CHARITY | CHILDHOOD IMMUNIZATION CLINIC | $5,000 |
| TAYLOR UNIVERSITY | |||||||
| 1025 WEST RUDISILL BLVD | FORT WAYNE | IN | 46807 | N/A | PUBLIC CHARITY | EULER SCIENCE COMPLEX PROJECT | $100,000 |
| TEACH OUR CHILDREN FUND INC | |||||||
| 3310 MALLARD COVE LANE | FORT WAYNE | IN | 46804 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| TURNSTONE CENTER FOR DISABLED CHILDRENADULTS | |||||||
| 3320 NORTH CLINTON STREET | FORT WAYNE | IN | 46805 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $150,000 |
| TURNSTONE CENTER FOR DISABLED CHILDRENADULTS | |||||||
| 3320 NORTH CLINTON STREET | FORT WAYNE | IN | 46805 | N/A | PUBLIC CHARITY | BIG DREAM CAPITAL EXPANSION PROGRAM | $100,000 |
| FORT WAYNE PARKS & RECREATION | |||||||
| 705 EAST STATE BLVD | FORT WAYNE | IN | 46807 | N/A | PUBLIC CHARITY | LIFETIME SPORTS ACADEMY | $15,000 |
| UNITED WAY OF ALLEN COUNTY | |||||||
| 334 E BERRY ST PO BOX 11 | FORT WAYNE | IN | 46802 | N/A | PUBLIC CHARITY | 2013 COMMUNITY CAMPAIGN | $140,000 |
| RSVP OF ALLEN COUNTY | |||||||
| 3401 LAKE AVE STE 4 | FORT WAYNE | IN | 46805 | N/A | PUBLIC CHARITY | HERE-TO-HELP PROGRAM | $5,000 |
| UNITY PERFORMING ARTS FOUNDATION | |||||||
| PO BOX 10394 | FORT WAYNE | IN | 46852 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 |
| UNIVERSITY OF ST FRANCIS | |||||||
| 2701 SPRING STREET | FORT WAYNE | IN | 46806 | N/A | PUBLIC CHARITY | SCHOOL OF ARTS/SCIENCES BUILDING | $100,000 |
| HEARCARE CONNECTIONS INC | |||||||
| 5933 EAST STATE BLVD | FORT WAYNE | IN | 46815 | N/A | PUBLIC CHARITY | HEARING CLINIC PROGRAM SUPPORT FOR LOW-INCOME | $5,000 |
| VINCENT VILLAGE INC | |||||||
| 2827 HOLTON AVENUE | FORT WAYNE | IN | 46806 | N/A | PUBLIC CHARITY | TRANSITIONAL SHELTER PROGRAM | $15,000 |
| WELLSPRING INTERFAITH SOCIAL SERVICES | |||||||
| 1316 BROADWAY AVENUE | FORT WAYNE | IN | 46802 | N/A | PUBLIC CHARITY | YOUTH SERVICES PROGRAMMING | $40,000 |
| WOMEN'S BUREAU INC | |||||||
| 3521 LAKE AVENUE | FORT WAYNE | IN | 46805 | N/A | PUBLIC CHARITY | TRANSITIONS PROGRAM | $20,000 |
| YWCA NORTHEAST INDIANA | |||||||
| 1610 SPY RUN AVENUE | FORT WAYNE | IN | 46805 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $90,000 |
| MENTAL HEALTH AMERICA ALLEN CTY | |||||||
| 2200 LAKE AVENUE STE 105 | FORT WAYNE | IN | 46805 | N/A | PUBLIC CHARITY | CLIENT ADVOCACY & EDUCATION | $15,000 |
| MASSACHUSETTS GENERAL HOSPITAL | |||||||
| 55 FRUIT STREET | BOSTON | MA | 02114 | N/A | PUBLIC CHARITY | MEDICAL RESEARCH - RHEUMATOLOGY/IMMUNOLOGY | $40,000 |
| INDPENDENT COLLEGES OF INDIANA | |||||||
| 30 S MERIDIAN ST STE 800 | INDIANAPOLIS | IN | 462043567 | N/A | PUBLIC CHARITY | IT NETWORK SECURITY LEADERSHIP | $25,000 |
| SPECIALIZED ALTERNATIVES FOR FAMILITESYOUTH OF INDIANA | |||||||
| 705 E STATE BLVD STE 200 | FORT WAYNE | IN | 47805 | N/A | PUBLIC CHARITY | "THE COURTYARD" PROJECT | $10,000 |
| HOMEBOUND MEALS | |||||||
| 611 WEST BERRY STREET | FORT WAYNE | IN | 468022105 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $7,000 |
| NORTHEAST INDIANA PUBLIC RADIO | |||||||
| 3204 CLAIRMONT CT BOX 8459 | FORT WAYNE | IN | 468988459 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| VILLAGES OF INDIANA | |||||||
| 3833 N MERIDIAN STREET | INDIANAPOLIS | IN | 46208 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 |
| EUELL A WILSON CENTER | |||||||
| 1512 OXFORD STREET | FORT WAYNE | IN | 46806 | N/A | PUBLIC CHARITY | AFTERSCHOOL/SUMMER PROGRAM YOUTH DEVELOPMENT | $2,500 |
| ALLEN COUNTY COURTHHOUSE PRESERVATION TRUST | |||||||
| 715 S CALHOUN ST RM 300 | FORT WAYNE | IN | 46802 | N/A | PUBLIC CHARITY | FREIMANN SQUARE AND ANTHONY WAYNE STATUE | $25,000 |
| BOYS AND GIRLS CLUB OF HUNTINGTON | |||||||
| 608 EAST STATE STREET | HUNTINGTON | IN | 46750 | N/A | PUBLIC CHARITY | BUILDING GREAT FUTURES FOR KIDS | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,211,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,312 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,006,191 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,401,418 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| CLASS ACTION PROCEEDS | 14 | $7,598 |
| EXCISE TAX REFUND | 14 | $818 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $11,418,337 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,418,337 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $17,471,592 | EOYBookValueAmt |
| EOYFMV | $17,804,927 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK | StockNm |
| EOY Book Value | $43,780,838 | EOYBookValueAmt |
| EOYFMV | $57,668,383 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $6,910,022 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $7,539,462 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS - FIXED INCOME | AT COST | $10,486,187 | $10,524,447 |
| MUTUAL FUNDS - EQUITIES | AT COST | $24,211,671 | $31,830,739 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SANTA CLAUS DISPLAY | Desc |
| BOY Book Value | $66,976 | BOYBookValueAmt |
| EOY Book Value | $66,976 | EOYBookValueAmt |
| EOYFMV | $335,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FERGUSON ADVERTISING | $135 | $0 | $135 |
| GRANT MAKING FEE | $384,091 | $0 | $384,091 |
| DISPLAY EXPENSES | $29,530 | $0 | $29,530 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| CLASS ACTION PROCEEDS | $7,598 | $7,598 | |
| EXCISE TAX REFUND | $818 | $818 | $818 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DIFFERENCE BETWEEN TAX COST AND CARRYING VALUE | Description |
| Amount | $1,118,487 | Amount |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ESTIMATED TAX PAID FOR 12/31/13 | $70,000 | $0 | $0 |
| FOREIGN TAXES PAID | $1,460 | $1,460 | $0 |
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