CHARLES W KUHNE FDN TRUST NECT LINCOLN NATL BANK & TRUST CO TTEE: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES W KUHNE FDN TRUST NECT LINCOLN NATL BANK & TRUST CO TTEE (EIN 35-6011137)
- Tax period
- 2013-08-01 to 2014-07-31
- Filed
- 2014-11-05
- IRS object ID
- 201443099349100114
- Schema version
- 2013v3.1
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-05T12:43:42-06:00 | ReturnTs |
| Tax Period End | 2014-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 E Main St Suite 700 | AddressLine1 |
| City | Fort Wayne | City |
| State | IN | State |
| ZIP Code | 46802 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 356011137 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES W KUHNE FOUNDATION TRUST-70126300 | BusinessNameLine1 |
| Business Name Line2 | C/O WELLS FARGO BANK INDIANA NA 94-3080771 | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % WELLS FARGO BANK INDIANA | InCareOfNm |
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 2604616458 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Trust Tax MAC N8000-027 | AddressLine1 |
| Address Line2 | 1919 DOUGLAS STREET 2nd Floor Suit | AddressLine2 |
| City | OMAHA | City |
| State | NE | State |
| ZIP Code | 68102 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA WEBER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2604616485 | PhoneNum |
| Signature | 2014-12-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Joyce A Dulworth | PreparerPersonNm |
| PTIN | P00151125 | PTIN |
| Phone | 2604616485 | PhoneNum |
| 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) |
|---|---|---|
| Organization4947a1 Trtd PF | Yes (X) | Organization4947a1TrtdPFInd |
| FMV Assets EOY | $6,890,553 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $135,031 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $133,373 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $244,547 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,356,794 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $244,547 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $379,578 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $377,920 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $77,338 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $25,779 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $51,559 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,800 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,382 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,887 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $6,275 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $6,275 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $89,795 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,666 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $59,634 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $203,694 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $203,694 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $293,489 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,666 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $263,328 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $86,089 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $349,254 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $12,360 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $198,063 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $198,063 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,529,332 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,572,686 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,596,154 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,291,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,310,141 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,316,751 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $829,696 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $668,723 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $779,585 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,662,388 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,749,613 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,890,553 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $5,363,252 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,363,252 | CapitalStockEOYAmt |
| Retained Earning BOY | $299,136 | RetainedEarningBOYAmt |
| Retained Earning EOY | $386,361 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,662,388 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,749,613 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,662,388 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,749,613 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,662,388 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $86,089 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,136 | OtherIncreasesAmt |
| Subtotal | $5,749,613 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,749,613 | 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 |
|---|---|---|---|---|---|
| SHORT TERM GAIN | $837,015 | $822,185 | $14,830 | $14,830 | |
| LONG TERM GAIN | $1,460,711 | $1,290,062 | $170,649 | $170,649 | |
| CAPITAL GAIN DIVIDENDS | $59,068 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $244,547 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $356,459 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,321,389 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056389 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $304,256 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,931,748 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051293 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $276,619 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,130,178 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045124 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $267,172 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,697,204 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046895 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $361,733 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,363,436 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.067444 | DistributionYr5Rt |
| Total Distribution | 0.267145 | TotalDistributionRt |
| Average Distribution | 0.053429 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,713,006 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $358,669 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,493 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $362,162 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $263,328 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,985 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,985 | SubtotalAmt |
| Tax Based On Investment Income | $6,985 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,000 | TotalPaymentsAndCreditsAmt |
| Tax Due | $3,985 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLS FARGO BANK INDIANA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2604616458 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 EAST WAYNE STREET | AddressLine1 |
| City | FORT WAYNE | City |
| State | IN | State |
| ZIP Code | 46802 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WELLS FARGO BANK INDIANA | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 EAST WAYNE STREET | AddressLine1 |
| City | FORT WAYNE | City |
| State | IN | State |
| ZIP Code | 46802 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 5.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $77,338 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,569,858 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $245,377 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,815,235 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,815,235 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $102,229 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,713,006 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $335,650 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $335,650 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,985 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,985 | TotalTaxAmt |
| Distributable Before Adj | $328,665 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $328,665 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $328,665 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $263,328 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $263,328 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $263,328 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $328,665 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $183,720 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $263,328 | QualifyingDistributionsAmt |
| Applied To Year1 | $183,720 | AppliedToYear1Amt |
| Applied To Current Year | $79,608 | 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 |
| Undistributed Income CY | $249,057 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WELLS FARGO BANK ATTNJENNIFER KING | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 EAST WAYNE STREET | AddressLine1 |
| City | FORT WAYNE | City |
| State | IN | State |
| ZIP Code | 46802 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2604616458 | RecipientPhoneNum |
| Form And Info And Materials | LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BIG BROTHERS BIG SISTER OF NORTHEAST INDIANA INC | |||||||
| 2439 FAIRFIELD AVE | FORT WAYNE | IN | 46807 | NONE | PC | COLLEGE MENTORING PROGRAM | $10,000 |
| BLUE JACKET | |||||||
| 3702 SOUTH CLINTON STREET | FORT WAYNE | IN | 46806 | NONE | PC | OPERATING SUPPORT | $7,500 |
| MUSTARD SEED FURNITURE BANK | |||||||
| 3636 ILLINOIS ROAD | FORT WAYNE | IN | 46804 | NONE | PC | BEDS4KIDS PROGRAM | $7,500 |
| LEAGUE FOR THE BLIND AND DISABLED | |||||||
| 5821 SOUTH ANTHONY BLVD | FORT WAYNE | IN | 46816 | NONE | PC | ORIENTATION AND MOBILITY PROGRAM | $18,000 |
| BOYS AND GIRLS CLUBS OF FORT WAYNE | |||||||
| 2609 FAIRFIELD AVE | FORT WAYNE | IN | 46807 | NONE | PC | OPERATING SUPPORT | $10,000 |
| ASSOCIATED CHURCHES OF FT WAYNE | |||||||
| 111 EAST WAYNE STREET | FORT WAYNE | IN | 46802 | NONE | PC | OPERATING SUPPORT | $10,000 |
| EAST WAYNE STREET CENTER | |||||||
| 801 EAST WAYNE STREET | FORT WAYNE | IN | 46802 | NONE | PC | PROJECT SOLVE & FAMILY LITERACY PROGRAM | $10,000 |
| AUDIENCES UNLIMITED | |||||||
| 1005 W RUDISILL BLVD SUITE 304 | FORT WAYNE | IN | 46807 | NONE | PC | OPERATING SUPPORT | $2,500 |
| HEARTLAND CHAMBER CHORALE | |||||||
| 1516 LEESBURG ROAD | FORT WAYNE | IN | 46808 | NONE | PC | OPERATING SUPPORT | $2,500 |
| FORT WAYNE CHILDREN'S CHOIR | |||||||
| 2101 E COLISEUM BLVD | FORT WAYNE | IN | 46085 | NONE | PC | OPERATING SUPPORT | $2,500 |
| MATTHEW 25 HEALTH | |||||||
| 413 E JEFFERSON BLVD | FORT WAYNE | IN | 46802 | NONE | PC | DENTAL & MEDICAL EQUIPMENT | $10,194 |
| THE RESCUE MISSION | |||||||
| 301 W SUPERIOR ST | FORT WAYNE | IN | 46802 | NONE | PC | OPERATING SUPPORT | $5,000 |
| WOMEN'S BUREAU | |||||||
| 2417 FAIRFIELD AVENUE | FORT WAYNE | IN | 46805 | NONE | PC | DRUG & ALCOHOL TESTING SUPPLIES | $8,000 |
| SCAN | |||||||
| 111 EAST WAYNE STREET | FORT WAYNE | IN | 46802 | NONE | PC | OPERATING SUPPORT | $15,000 |
| COMMUNITY HARVEST FOOD BANK | |||||||
| 999 E TILLMAN ROAD | FORT WAYNE | IN | 46816 | NONE | PC | OPERATING SUPPORT | $25,000 |
| FAMILY & CHILDREN'S SERVICES OF FORT WAYNE | |||||||
| 2712 S CALHOUN STREET | FORT WAYNE | IN | 46807 | NONE | PC | SUPPORT FOR MENTAL HEALTH SERVICES | $10,000 |
| HOPE ALIVE | |||||||
| 1747 N WELLS STREET | FORT WAYNE | IN | 46808 | NONE | PC | OPERATING SUPPORT | $7,500 |
| HOPE HOUSE | |||||||
| 1129 GARDEN STREET | FORT WAYNE | IN | 46802 | NONE | PC | OPERATING SUPPORT | $7,500 |
| METROPOLITAN YOUNG MENS CHRISTIAN | |||||||
| 347 W BERRY STREET SUITE 500 | FORT WAYNE | IN | 46802 | NONE | PC | AFTER SCHOOL PROGRAM | $10,000 |
| WELLSPRING INTERFAITH SOCIAL SVCS | |||||||
| 1316 BROADWAY | FORT WAYNE | IN | 46802 | NONE | PC | OPERATING SUPPORT | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $203,694 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $135,031 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $244,547 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $379,578 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $379,578 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BKD LLP - PREP OF FORM 990-PF | CategoryTxt |
| Amt | $1,800 | Amt |
| Disbursements Charitable Prps | $1,800 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEE ATTACHMENT | BondNm |
| EOY Book Value | $1,310,141 | EOYBookValueAmt |
| EOYFMV | $1,316,751 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHMENT | StockNm |
| EOY Book Value | $3,572,686 | EOYBookValueAmt |
| EOYFMV | $4,596,154 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SEE ATTACHMENT | CategoryOrItemTxt |
| Book Value | $668,723 | BookValueAmt |
| EOYFMV | $779,585 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANT ADMINISTRATION FEES | Desc |
| Revenue And Expenses Per Books | $6,275 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $6,275 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CASH ADJUSTMENT | Description |
| Amount | $1,136 | Amount |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $2,887 | $2,887 |
| FEDERAL EXCISE TAX ESTIMATES | $1,495 |
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