IAN AND MIRIAM ROLLAND FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- IAN AND MIRIAM ROLLAND FOUNDATION INC (EIN 35-1944302)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-11-13
- IRS object ID
- 201413179349100231
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-13T10:20:06-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL T FLOOD CPA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4630-8 WEST JEFFERSON BLVD | AddressLine1 |
| City | FORT WAYNE | City |
| State | IN | State |
| ZIP Code | 46804 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351944302 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IAN & MIRIAM ROLLAND FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | IAN& | BusinessNameControlTxt |
| Phone | 2604616285 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 WEST BERRY STREET NO 2400 | AddressLine1 |
| City | FORT WAYNE | City |
| State | IN | State |
| ZIP Code | 46802 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | IAN ROLLAND | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2604616285 | PhoneNum |
| Signature | 2014-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL T FLOOD | PreparerPersonNm |
| PTIN | P01299304 | PTIN |
| Phone | 2604360859 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,828,552 | 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 | $69,422 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $69,422 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $93,425 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $93,425 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $140,663 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,134,182 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $140,663 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $303,510 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $303,510 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $57,949 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $57,949 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,902 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $59,851 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $57,949 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $413,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $413,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $473,451 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $57,949 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $413,600 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$169,941 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $245,561 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $206,735 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $289,853 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $289,853 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,042,732 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,901,810 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,270,957 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,921,338 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,874,960 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,938,328 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $337,961 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $272,202 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $329,414 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,508,766 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,338,825 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,828,552 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $5,763,337 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,763,337 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$254,571 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$424,512 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,508,766 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,338,825 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,508,766 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,338,825 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,508,766 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$169,941 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,338,825 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,338,825 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|
| I SHARES A/C | P | $30 | -$30 | -$30 | |
| I SHARES A/C | P | $2,981 | -$2,981 | -$2,981 | |
| EVERCORE WEALTH MANAGEMENT INVESTMENT A/C | P | $339,972 | -$32,804 | -$32,804 | $307,168 |
| EVERCORE WEALTH MANAGEMENT INVESTMENT A/C | P | $132 | $132 | $132 | |
| EVERCORE WEALTH MANAGEMENT INVESTMENT A/C | P | $1,430,815 | $147,393 | $147,393 | $1,578,208 |
| WELLS FARGO INVESTMENT A/C | P | $219,721 | $8,568 | $8,568 | $228,289 |
| CAPITAL GAINS DIVIDENDS | P | $20,385 | $20,385 | $20,385 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $140,663 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $458,375 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,199,388 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.073939 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $427,564 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,283,665 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.068044 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $389,060 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,570,888 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.059210 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $438,476 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,327,330 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.069299 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $495,462 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,030,308 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.082162 | DistributionYr5Rt |
| Total Distribution | 0.352654 | TotalDistributionRt |
| Average Distribution | 0.070531 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,463,012 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $455,843 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,456 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $458,299 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $413,600 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,911 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,911 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,911 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,364 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,364 | TotalPaymentsAndCreditsAmt |
| Tax Due | $547 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | JANET CHRZAN | IndividualWithBooksNm |
| Phone | 2604616115 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 WEST BERRY STREET SUITE 2401 | AddressLine1 |
| City | FORT WAYNE | City |
| State | IN | State |
| ZIP Code | 46802 | 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 | 0 | 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 (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| IAN ROLLAND | ||||||||
| 110 WEST BERRY STREET SUITE 2400 | FORT WAYNE | IN | 46802 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| MIRIAM ROLLAND | ||||||||
| 110 WEST BERRY STREET SUITE 2400 | FORT WAYNE | IN | 46802 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| LARRY ROWLAND | ||||||||
| 1200 ARUNDEL DRIVE | KOKOMO | IN | 46901 | SECRETARY/TREASURER | 2.00 | $0 | $0 | $0 |
| 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,222,848 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $338,586 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,561,434 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,561,434 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $98,422 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,463,012 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $323,151 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $323,151 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,911 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,911 | TotalTaxAmt |
| Distributable Before Adj | $318,240 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $318,240 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $318,240 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $413,600 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $413,600 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $413,600 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $318,240 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $197,323 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $124,603 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $64,610 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $124,153 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $150,878 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $661,567 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $413,600 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $318,240 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $95,360 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $756,927 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $197,323 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $559,604 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $124,603 | ExcessFromYear4Amt |
| Excess From Year3 | $64,610 | ExcessFromYear3Amt |
| Excess From Year2 | $124,153 | ExcessFromYear2Amt |
| Excess From Year1 | $150,878 | ExcessFromYear1Amt |
| Excess From Current Year | $95,360 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | IAN ROLLAND | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 WEST BERRY STREET SUITE 2400 | AddressLine1 |
| City | FORT WAYNE | City |
| State | IN | State |
| ZIP Code | 46802 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2604616285 | RecipientPhoneNum |
| Form And Info And Materials | NONE SPECIFIED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (58 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|
| ACRES LAND TRUST | ||||||
| 1802 CHAPMAN ROAD | HUNTERTOWN | IN | 46748 | GENERAL SUPPORT | $10,000 | |
| ACTUARIAL FOUNDATION | ||||||
| 475 N MARTINGALE RD SUITE 600 | SCHAUMBURG | IL | 60173 | GENERAL SUPPORT | $2,000 | |
| AIDS TASK FORCE INC | ||||||
| 525 OXFORD STREET | FORT WAYNE | IN | 468064177 | GENERAL SUPPORT | $1,600 | |
| ALLEN COUNTY COURTHOUSE PRESERATION TRUST | ||||||
| 715 SOUTH CALHOUN ROOM 300 | FORT WAYNE | IN | 46802 | GENERAL SUPPORT | $6,000 | |
| ALZHEIMERS ASSOCIATION | ||||||
| 6324 CONSTITUTION DRIVE | FORT WAYNE | IN | 46804 | GENERAL SUPPORT | $1,000 | |
| ARCH | ||||||
| 818 LAFAYETTE STREET | FORT WAYNE | IN | 46802 | GENERAL SUPPORT | $1,000 | |
| ARTLINK | ||||||
| 300 EAST MAIN STREET | FORT WAYNE | IN | 46802 | GENERAL SUPPORT | $2,000 | |
| ARTS UNITED | ||||||
| 300 EAST MAIN STREET | FORT WAYNE | IN | 46802 | GENERAL SUPPORT | $10,000 | |
| AUDIENCES UNLIMITED | ||||||
| 227 E WASHINGTON BLVD SUITE 301 | FORT WAYNE | IN | 46802 | GENERAL SUPPORT | $2,500 | |
| BOY SCOUTS OF AMERICA | ||||||
| 8315 WEST JEFFERSON BLVD | FORT WAYNE | IN | 46804 | GENERAL SUPPORT | $3,500 | |
| CAM | ||||||
| 210 NORTH MARKET | KOKOMO | IN | 46903 | GENERAL SUPPORT | $3,000 | |
| CINEMA CENTER | ||||||
| 437 W BERRY STREET | FORT WAYNE | IN | 46808 | GENERAL SUPPORT | $1,000 | |
| COMMUNITY HARVEST FOOD BANK | ||||||
| 999 EAST TILLMAN ROAD | FORT WAYNE | IN | 46816 | GENERAL SUPPORT | $15,000 | |
| COMMUNITY TRANSPORTATION NETWORK | ||||||
| 227 E WASHINGTON BLVD 104 | FORT WAYNE | IN | 46802 | GENERAL SUPPORT | $10,000 | |
| EARLY CHILDHOOD ALLIANCE | ||||||
| 3320 FAIRFIELD AVENUE | FORT WAYNE | IN | 468071821 | GENERAL SUPPORT | $3,500 | |
| EAST WAYNE STREET CENTER | ||||||
| 825 FRANCIS STREET | FORT WAYNE | IN | 46803 | GENERAL SUPPORT | $42,000 | |
| ERIN'S HOUSE | ||||||
| 3811 ILLINOIS ROAD 205 | FORT WAYNE | IN | 46804 | GENERAL SUPPORT | $12,500 | |
| FORT WAYNE CHILDREN'S CHOIR | ||||||
| 2101 E COLISEUM BLVD | FORT WAYNE | IN | 46805 | GENERAL SUPPORT | $5,000 | |
| FORT WAYNE DANCE COLLECTIVE | ||||||
| 437 W BERRY STREET SUITE 203 | FORT WAYNE | IN | 46802 | GENERAL SUPPORT | $25,000 | |
| FORT WAYNE MUSEUM OF ART | ||||||
| 311 EAST MAIN STREET | FORT WAYNE | IN | 46802 | GENERAL SUPPORT | $15,000 | |
| FORT WAYNE PHILHARMONIC | ||||||
| 4901 FULLER DRIVE | FORT WAYNE | IN | 46835 | GENERAL SUPPORT | $1,000 | |
| FORT WAYNE URBAN LEAGUE INC | ||||||
| 2135 S HANNA ST 3 | FORT WAYNE | IN | 46803 | GENERAL SUPPORT | $1,500 | |
| HEADWATERS PARK ALLIANCE | ||||||
| 10 W BERRY STREET SUITE 1600 | FORT WAYNE | IN | 468022368 | GENERAL SUPPORT | $5,000 | |
| HEALTHIER MOMS AND BABIES | ||||||
| MEDICAL OFFICE BUILDING 700 | FORT WAYNE | IN | 46802 | GENERAL SUPPORT | $3,000 | BROADWAY SUITE 316 |
| HEARTLAND CHAMBER CHORALE | ||||||
| 2701 SPRING STREET NC122 | FORT WAYNE | IN | 46808 | GENERAL SUPPORT | $5,000 | |
| INDEPENDENT COLLEGES OF INDIANA | ||||||
| 3135 NORTH MERIDIAN STREET | INDIANAPOLIS | IN | 46208 | GENERAL SUPPORT | $500 | |
| JUNIOR ACHIEVEMENT | ||||||
| 601 NOBLE DRIVE | FORT WAYNE | IN | 46825 | GENERAL SUPPORT | $500 | |
| LIFELINE YOUTH AND FAMILY SERVICES | ||||||
| 7136 GETTYSBURG PIKE PO BOX 80487 | FORT WAYNE | IN | 46898 | GENERAL SUPPORT | $5,000 | |
| LITTLE RIVER WETLANDS PROJECTS | ||||||
| 2403 FAIROAK DRIVE | FORT WAYNE | IN | 46809 | GENERAL SUPPORT | $7,000 | |
| MATTHEW 25 | ||||||
| 413 EAST JEFFERSON BLVD | FORT WAYNE | IN | 46802 | GENERAL SUPPORT | $10,000 | |
| MUSTARD SEED FURNITURE BANK | ||||||
| 3636 ILLINOIS ROAD | FORT WAYNE | IN | 46804 | GENERAL SUPPORT | $3,000 | |
| NATURE CONSERVANCY OF INDIANA | ||||||
| 620 EAST OHIO STREET | INDIANAPOLIS | IN | 46202 | GENERAL SUPPORT | $8,000 | |
| PARKINSON'S ACTION NETWORK | ||||||
| 1025 VERMONT AVENUE NW 1120 | WASHINGTON | DC | 20005 | GENERAL SUPPORT | $10,000 | |
| PBJ CONNECTIONS | ||||||
| 9800 JUG STREET ROAD NW | PATASKALA | OH | 43062 | GENERAL SUPPORT | $5,000 | |
| RESCUE MINISTRIES | ||||||
| 301 W SUPERIOR STREET | FORT WAYNE | IN | 46802 | GENERAL SUPPORT | $10,000 | |
| SCAN | ||||||
| 500 WEST MAIN STREET | FORT WAYNE | IN | 46802 | GENERAL SUPPORT | $3,000 | |
| SCIENCE CENTRAL | ||||||
| 1950 NORTH CLINTON STREET | FORT WAYNE | IN | 46805 | GENERAL SUPPORT | $10,000 | |
| SUPER SHOT INC | ||||||
| 1 CANAL PLACE | FORT WAYNE | IN | 46802 | GENERAL SUPPORT | $2,500 | |
| THE LEAGUE FOR THE BLIND AND DISABLED | ||||||
| 5821 S ANTHONY BLVD | FORT WAYNE | IN | 46816 | GENERAL SUPPORT | $5,000 | |
| TURNSTONE CENTER FOR CHILDREN AND ADULTS | ||||||
| 3320 NORTH CLINTON STREET | FORT WAYNE | IN | 46805 | GENERAL SUPPORT | $37,500 | |
| UNITED WAY OF ALLEN COUNTY | ||||||
| 334 EAST BERRY STREET | FORT WAYNE | IN | 46802 | GENERAL SUPPORT | $10,500 | |
| UNITED WAY OF BARTHOLOMEW COUNTY | ||||||
| 1531 13TH ST 1100 | COLUMBUS | IN | 47201 | GENERAL SUPPORT | $6,000 | |
| YMCA | ||||||
| 1117 SOUTH CLINTON STREET | FORT WAYNE | IN | 468023129 | GENERAL SUPPORT | $1,000 | |
| YWCA NORTHEAST INDIANA INC | ||||||
| 1610 SPY RUN AVENUE | FORT WAYNE | IN | 46805 | GENERAL SUPPORT | $8,000 | |
| BLUE JACKET | ||||||
| 2826 SOUTH CALHOUN STREET | FORT WAYNE | IN | 46807 | GENERAL SUPPORT | $3,000 | |
| HISTORY CENTER | ||||||
| 302 EAST BERRY STREET | FORT WAYNE | IN | 46802 | GENERAL SUPPORT | $4,000 | |
| INDIANA NATURAL RESOURCES FOUNDATION | ||||||
| 402 WEST WASHINGTON STREET-ROOM | FORT WAYNE | IN | 46204 | GENERAL SUPPORT | $10,000 | W256 |
| WELLSPRING INTERFAITH SOCIAL SERVICE | ||||||
| 1316 BROADWAY | FORT WAYNE | IN | 46802 | GENERAL SUPPORT | $6,000 | |
| FORT WAYNE PARKS FOUNDATION | ||||||
| 705 E STATE BLVD | FORT WAYNE | IN | 46805 | GENERAL SUPPORT | $5,000 | |
| LEADERSHIP FORT WAYNE | ||||||
| 200 EAST MAIN STREET SUITE 800 | FORT WAYNE | IN | 46802 | GENERAL SUPPORT | $1,000 | |
| FRIENDS OF THE LINCOLN COLLECTION | ||||||
| PO BOX 11083 | FORT WAYNE | IN | 46855 | GENERAL SUPPORT | $1,000 | |
| VISITING NURSE | ||||||
| 5910 HOMESTEAD ROAD | FORT WAYNE | IN | 46814 | GENERAL SUPPORT | $10,000 | |
| CHILDREN'S HOPE HOUSE | ||||||
| 7922 WEST JEFFERSON BLVD | FORT WAYNE | IN | 46804 | GENERAL SUPPORT | $3,000 | |
| FORT WAYNE CHILDREN'S ZOO | ||||||
| 3411 SHERMAN BLVD | FORT WAYNE | IN | 46808 | GENERAL SUPPORT | $25,000 | |
| INDIANA TECH LAW SCHOOL | ||||||
| 1600 EAST WASHINGTON BLVD | FORT WAYNE | IN | 46803 | GENERAL SUPPORT | $5,000 | |
| VINCENT VILLAGE | ||||||
| 2827 HOLTON AVENUE | FORT WAYNE | IN | 46806 | GENERAL SUPPORT | $5,000 | |
| INDIANA NEWSPAPER IN EDUCATION FOUNDATION | ||||||
| 41 E WASHINGTON | INDIANAPOLIS | IN | 46204 | GENERAL SUPPORT | $1,000 | |
| KOKOMO HUMANE SOCIETY | ||||||
| 713 NORTH ELIZABETH STREET | KOKOMO | IN | 46901 | GENERAL SUPPORT | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $413,600 | 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 | $69,422 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $93,425 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $140,663 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $303,510 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $303,510 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | INVESTMENTS-BONDS | BondNm |
| EOY Book Value | $1,874,960 | EOYBookValueAmt |
| EOYFMV | $1,938,328 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS-STOCK | StockNm |
| EOY Book Value | $2,901,810 | EOYBookValueAmt |
| EOYFMV | $4,270,957 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS-OTHER | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $272,202 | BookValueAmt |
| EOYFMV | $329,414 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROFESSIONAL FEES | $10,279 | $10,279 | $0 |
| INVESTMENT MANAGEMENT FEES | $47,665 | $47,665 | $0 |
| MISCELLANEOUS | $5 | $5 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $1,902 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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