LUPKE FOUNDATION INC: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
LUPKE FOUNDATION INC (EIN 35-6017808)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-04-22
IRS object ID
201441129349100904
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 ReturnHeader

FieldValueIRS element (for citing)
Return2014-04-22T10:41:06-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN221146430PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PNC BANK NABusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 609AddressLine1
CityPITTSBURGHCity
StatePAState
ZIP Code152309738ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN356017808EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LUPKE FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlLUPKBusinessNameControlTxt
Phone4127629161PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 609AddressLine1
CityPITTSBURGHCity
StatePAState
ZIP Code152309738ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDUANE E LUPKEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4127629161PhoneNum
Signature2014-04-22SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL A BOKESCHPreparerPersonNm
PTINP00227658PTIN
Phone4127629161PhoneNum
Preparation2014-04-10PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,410,655FMVAssetsEOYAmt
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$7InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$37,466DividendsRevAndExpnssAmt
Dividends Net Invst Incm$37,466DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$329,498NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,127,446GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$329,017CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$366,971TotalRevAndExpnssAmt
Total Net Invst Incm$366,490TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$8,347OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,173OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$4,174OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$45TaxesRevAndExpnssAmt
Taxes Net Invst Incm$45TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,788OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,788OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$11,180TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,006TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,174TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$59,700ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$59,700ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$70,880TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,006TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$63,874TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$296,091ExcessRevenueOverExpensesAmt
Net Investment Income$359,484NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$10,361SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$16,306SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$16,306SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$302,046CorporateStockBOYAmt
Corporate Stock EOY$499,680CorporateStockEOYAmt
Corporate Stock EOYFMV$572,675CorporateStockEOYFMVAmt
Other Investments BOY$648,023OtherInvestmentsBOYAmt
Other Investments EOY$738,262OtherInvestmentsEOYAmt
Other Investments EOYFMV$821,674OtherInvestmentsEOYFMVAmt
Total Assets BOY$960,430TotalAssetsBOYAmt
Total Assets EOY$1,254,248TotalAssetsEOYAmt
Total Assets EOYFMV$1,410,655TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$960,430CapitalStockBOYAmt
Capital Stock EOY$1,239,677CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$14,571RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$960,430TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,254,248TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$960,430TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,254,248TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$960,430TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$296,091ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,256,521SubtotalAmt
Other Decreases$2,273OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,254,248TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
SALES OF PUBLICLY TRADED SECURITIES$1,124,164$798,429$325,735$325,735
CAPITAL GAINS DIVIDENDS$3,282$3,282$3,282P
FieldValueIRS element (for citing)
Capital Gain Net Income$329,017CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$62,015AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,288,471NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.048131DistributionYr1Rt
Adjusted Qlfy Distri Yr2$49,848AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,277,759NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.039012DistributionYr2Rt
Adjusted Qlfy Distri Yr3$57,759AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,228,369NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.047021DistributionYr3Rt
Adjusted Qlfy Distri Yr4$48,076AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,140,728NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.042145DistributionYr4Rt
Adjusted Qlfy Distri Yr5$41,625AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,310,947NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.031752DistributionYr5Rt
Total Distribution0.208061TotalDistributionRt
Average Distribution0.041612AverageDistributionRt
Net Vl Noncharitable Assets$1,346,446NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$56,028AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$3,595NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$59,623AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$63,874QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$3,595InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,595SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,595TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$651EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$651TotalPaymentsAndCreditsAmt
Tax Due$2,944TaxDueAmt

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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1PNC BANK NABusinessNameLine1
FieldValueIRS element (for citing)
Phone4127629161PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1620 LIBERTY AVENUE 10TH FLOORAddressLine1
CityPITTSBURGHCity
StatePAState
ZIP Code152222705ZIPCode
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 PrsnYes (1)PayCompDisqualifiedPrsnInd
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)
PersonDUANE E LUPKEPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11407 HAWTHORNE ROADAddressLine1
CityFT WAYNECity
StateINState
ZIP Code46802ZIPCode
FieldValueIRS element (for citing)
TitlePRESIDENTTitleTxt
Average Hrs Per Wk Devoted To Pos5.00AverageHrsPerWkDevotedToPosRt
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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
All Other Program Rltd Invst Tot$0AllOtherProgramRltdInvstTotAmt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,366,950AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,366,950TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,366,950AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$20,504CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,346,446NetVlNoncharitableAssetsAmt
Minimum Investment Return$67,322MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$67,322MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,595TaxBasedOnInvestmentIncomeAmt
Total Tax$3,595TotalTaxAmt
Distributable Before Adj$63,727DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$63,727DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$63,727DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$63,874ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$63,874QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$3,595PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$60,279AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$63,727DistributableAsAdjustedAmt
Undistributed Income PY$62,136UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$63,874QualifyingDistributionsAmt
Applied To Year1$62,136AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,738AppliedToCurrentYearAmt
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$61,989UndistributedIncomeCYAmt
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 PersonKEVIN MCMANAMON PNC BANK NARecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11900 EAST 9TH STREETAddressLine1
CityCLEVELANDCity
StateOHState
ZIP Code44114ZIPCode
FieldValueIRS element (for citing)
Recipient Phone2162225853RecipientPhoneNum
Form And Info And MaterialsWRITTEN REQUEST SHOULD INCLUDE THE PURPOSE FOR WHICH THE GRANT WILL BE USED AND A COPY OF THE ORGANIZATION'S IRS EXEMPTION LETTER.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ARTS UNITED OF GTR FORT WAYNE
303 EAST MAIN STREETFORT WAYNEIN46802N/APUBLIC CHARITYGENERAL SUPPORT$10,000
AUDIENCES UNLIMITED
227 E WASHINGTON BLVDFORT WAYNEIN46802N/APUBLIC CHARITYGENERAL SUPPORT$1,000
CATHEDRAL OF THE IMMACULATE CONCEPT
1122 S CLINTON STFORT WAYNEIN46802N/APUBLIC CHARITYGENERAL SUPPORT$5,000
COMMUNITY HARVEST FOOD BANK
999 EAST TILLMAN ROADFORT WAYNEIN46816N/APUBLIC CHARITYGENERAL SUPPORT$1,000
CONCORDIA HIGH SCHOOL
1601 ST JOE RIVER DRIVEFORT WAYNEIN46805N/APUBLIC CHARITYGENERAL SUPPORT$10,000
CONCORDIA THEOLOGICAL SEMINARY
3320 FAIRFIELD AVEFORT WAYNEIN46807N/APUBLIC CHARITYGENERAL SUPPORT$1,000
EMMANUEL OF ST MICHAELS LUTHERAN
917 W JEFFERSON BLVDFORT WAYNEIN46802N/APUBLIC CHARITYGENERAL SUPPORT$1,000
FORT WAYNE BALLET INC
324 PENN AVEFORT WAYNEIN46807N/APUBLIC CHARITYGENERAL SUPPORT$500
FORT WAYNE CTR FOR LEARNING
800 BROADWAY STE 215FORT WAYNEIN46802N/APUBLIC CHARITYGENERAL SUPPORT$500
FRANCIS & WALTER LUPKE MEM SCHOLARSHIP
6104 MIDWOOD DRFORT WAYNEIN46807N/APUBLIC CHARITYGENERAL SUPPORT$1,000
GREATER FORT WAYNE AVIATION MUSEUM CO ROGER MYERS
PO BOX 9573FORT WAYNEIN46899N/APUBLIC CHARITYGENERAL SUPPORT$200
CLASSIC LYRIC ARTS
1201 CENTRAL AVENUEINDIANAPOLISIN46202N/APUBLIC CHARITYGENERAL SUPPORT$1,000
LITTLE RIVER WETLANDS
2403 FAIROAK DRFORT WAYNEIN46809N/APUBLIC CHARITYGENERAL SUPPORT$1,000
LINCOLN MUSEUM
PO BOX 2270FORT WAYNEIN468012270N/APUBLIC CHARITYGENERAL SUPPORT$2,500
HISTORY CENTER
302 EAST BERRY STREETFORT WAYNEIN46802N/APUBLIC CHARITYGENERAL SUPPORT$500
PEACE LUTHERAN WEE CREATION
355 EAST STATE ROAD 120FREMONTIN46737N/APUBLIC CHARITYGENERAL SUPPORT$500
ST MARYS SOUP KITCHEN
442 E JEFFERSON BLVDFORT WAYNEIN46802N/APUBLIC CHARITYGENERAL SUPPORT$500
UNIVERSITY OF ST FRANCIS SCA DANCE
2701 SPRING STFORT WAYNEIN46808N/APUBLIC CHARITYGENERAL SUPPORT$5,000
VINCENT HOUSE
2827 HOLTON AVEFORT WAYNEIN46802N/APUBLIC CHARITYGENERAL SUPPORT$500
YWCA
2000 1610 SPY RUN AVEFORT WAYNEIN46802N/APUBLIC CHARITYGENERAL SUPPORT$2,000
FORT WAYNE MUSEUM ART
311 E MAIN STREETFORT WAYNEIN46202N/APUBLIC CHARITYGENERAL SUPPORT$500
FRIENDS OF THE PARK
PO BOX 10152FORT WAYNEIN46850N/APUBLIC CHARITYGENERAL SUPPORT$2,500
EMBASSY THEATRE FOUNDATION INC
125 W JEFFERSON BLVDFORT WAYNEIN46802N/APUBLIC CHARITYGENERAL SUPPORT$10,000
ARCH INC
818 LAFAYETTE STREETFORT WAYNEIN46802N/APUBLIC CHARITYGENERAL SUPPORT$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$59,700TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$37,466ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$329,498ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$366,971ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$366,971TotalIncomeProducingActyAmt

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

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescN/ADesc
Amt$0Amt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCOMMON STOCKStockNm
EOY Book Value$499,680EOYBookValueAmt
EOYFMV$572,675EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDS - FIXED INCOMEAT COST$345,976$402,040
MUTUAL FUNDS - EQUITYAT COST$392,286$419,634

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescriptionCARRY VALUE ADJUSTMENTDescription
Amount$2,273Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescWILLIAM BLAIR & CO.Desc
Revenue And Expenses Per Books$2,788RevenueAndExpensesPerBooksAmt
Net Investment Income$2,788NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$8,347Amt
Net Investment Income$4,173NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,174DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$45Amt
Net Investment Income$45NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

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