MAGEE-OCONNOR FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MAGEE-OCONNOR FOUNDATION INC (EIN 23-7087967)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-12
- IRS object ID
- 201301329349100700
- Schema version
- 2012v2.1
- 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
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-12T19:09:02-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL T FLOOD CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237087967 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAGEE-O'CONNOR FOUNDATION INC | BusinessNameLine1 |
| Business Name Line2 | I/C/O MR DOUGLAS E MILLER | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MAGE | NameControl |
| Phone | 2604220800 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 WEST WAYNE STREET | AddressLine1 |
| City | FORT WAYNE | City |
| State | IN | State |
| ZIP Code | 46802 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DOUGLAS E MILLER | Name |
| Title | TRUSTEE | Title |
| Phone | 2604220800 | Phone |
| Date Signed | 2013-05-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL T FLOOD | Name |
| PTIN | P01299304 | PTIN |
| Phone | 2604360859 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 4866593 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 11459 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 11459 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 127036 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 127036 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 208479 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1890213 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 208479 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 346974 | TotalRevenueAndExpenses |
| Total Net Investment Income | 346974 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2350 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 17098 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 0 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 19448 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 220000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 220000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 239448 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 220000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 107526 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 346974 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 56558 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 39536 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 39536 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 4395430 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 4519978 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 4827057 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 4451988 | TotalAssetsBOY |
| Total Assets EOY | 4559514 | TotalAssetsEOY |
| Total Assets EOYFMV | 4866593 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 4451988 | UnrestrictedBOY |
| Unrestricted EOY | 4559514 | UnrestrictedEOY |
| Total Net Assets BOY | 4451988 | TotalNetAssetsBOY |
| Total Net Assets EOY | 4559514 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 4451988 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 4559514 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 4451988 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 107526 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 4559514 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 4559514 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| FIDELITY A/C 928 | P | 410292 | 373222 | 37070 | 37070 |
| FIDELITY A/C 928 | P | 1431704 | 1308512 | 123192 | 123192 |
| CAPITAL GAINS DIVIDENDS | P | 48217 | 48217 | 48217 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 208479 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 215500 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 4764539 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.045230 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 242104 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 4573316 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.052938 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 237982 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 3877469 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.061376 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 251665 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 4696069 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.053591 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 243000 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 5340621 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.045500 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.258635 | TotalDistributionRatio |
| Average Distribution Ratio | 0.051727 | AverageDistributionRatio |
| Net Noncharitable Assets | 4778711 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 247188 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 3470 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 250658 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 220000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 6939 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 6939 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 6939 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 4000 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 4000 | TotalCreditsAndPayments |
| Tax Due | 2939 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | IN | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | DOUGLAS E MILLER | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2604220800 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 WEST WAYNE STREET | AddressLine1 |
| City | FORT WAYNE | City |
| State | IN | State |
| ZIP Code | 46802 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | DOUGLAS E MILLER | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 WEST WAYNE STREET | AddressLine1 |
| City | FORT WAYNE | City |
| State | IN | State |
| ZIP Code | 46802 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | Title |
| Avg Hours Per Wk Devoted To Position | 2.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 4828224 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 23259 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 4851483 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 4851483 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 72772 | CashDeemedCharitable |
| Net Noncharitable Assets | 4778711 | NetNoncharitableAssets |
| Minimum Investment Return | 238936 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 238936 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 6939 | TaxBasedOnInvestmentIncome |
| Total Tax | 6939 | TotalTax |
| Distributable Amount Before Adj | 231997 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 231997 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 231997 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 220000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 220000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 220000 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 231997 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 185390 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 220000 | QualifyingDistributions |
| Applied To Year1 | 185390 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 34610 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 197387 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | DOUGLAS E MILLER | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 WEST WAYNE STREET | AddressLine1 |
| City | FORT WAYNE | City |
| State | IN | State |
| ZIP Code | 46801 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 2604220488 | RecipientPhoneNumber |
| Form And Info And Materials | NO APPLICATION IS REQUIRED | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE, ALTHOUGH FORT WAYNE AREA CHARITIES ARE GIVEN PRIORITY | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (30 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|
| OXFORD LAFAYETTE COUNTY HERITAGE FOUNDATION | |||||
| POBOX 622 | OXFORD | MS | 38655 | CHARITABLECHARITABLE | $15,000 |
| ARC OF NORTHEAST INDIANA | |||||
| 4919 COLDWATER RD | FORT WAYNE | IN | 46825 | CHARITABLE | $5,000 |
| AUDIENCES UNLIMITED | |||||
| 227 E WASHINGTON BLVD | FORT WAYNE | IN | 46802 | CHARITABLE | $2,500 |
| BISHOP LUERS HIGH SCHOOL CAPITAL FUND | |||||
| 333 E PAULDING RD | FORT WAYNE | IN | 46816 | CHARITABLE | $3,000 |
| BISHOP LUERS HIGH SCHOOL SCHOLARSHIP FUND | |||||
| 333 E PAULDING RD | FORT WAYNE | IN | 46816 | CHARITABLE | $7,500 |
| CAMP LAKE STEPHENS | |||||
| 117 CAMP LAKE STEPHENS DR | OXFORD | MS | 38655 | CHARITABLE | $10,000 |
| CATHOLIC CHARITIES | |||||
| 315 E WASHINGTON BLVD | FORT WAYNE | IN | 46802 | CHARITABLE | $5,000 |
| CHRIST CHILD SOCIETY | |||||
| PO BOX 12708 | FORT WAYNE | IN | 46864 | CHARITABLE | $2,500 |
| COMMUNITY TRANSPORTATION NETWORK | |||||
| 227 E WASHINGTON BLVD 104 | FORT WAYNE | IN | 46802 | CHARITABLE | $5,000 |
| EARLY CHILDHOOD ALLIANCE | |||||
| 3320 FAIRFIELD AVE | FORT WAYNE | IN | 46807 | CHARITABLE | $2,000 |
| ERIN'S HOUSE | |||||
| 6718 E STATE BLVD | FORT WAYNE | IN | 46815 | CHARITABLE | $2,500 |
| FORT WAYNE CHILDREN'S ZOO | |||||
| 3411 SHERMAN BLVD | FORT WAYNE | IN | 46808 | CHARITABLE | $5,000 |
| FORT WAYNE PHILHARMONIC | |||||
| 4901 FULLER DR | FORT WAYNE | IN | 46835 | CHARITABLE | $5,000 |
| HISTORY CENTER | |||||
| 302 E BERRY ST | FORT WAYNE | IN | 46802 | CHARITABLE | $2,500 |
| HOMEBOUND MEALS | |||||
| 611 W BERRY ST | FORT WAYNE | IN | 46802 | CHARITABLE | $2,500 |
| INDIANA INSTITUTE OF TECHNOLOGY | |||||
| 1600 E WASHINGTON BLVD | FORT WAYNE | IN | 46803 | CHARITABLE | $15,000 |
| IVY TECH FOUNDATION | |||||
| 50 W FALLCREEK PARKWAY N DR | INDIANAPOLIS | IN | 46208 | CHARITABLE | $10,000 |
| JUNIOR ACHIEVEMENT | |||||
| 601 NOBLE DR | FORT WAYNE | IN | 46825 | CHARITABLE | $5,000 |
| LEAGUE FOR THE BLIND | |||||
| 5821 S ANTHONY BLVD | FORT WAYNE | IN | 46815 | CHARITABLE | $20,000 |
| MATTHEW 25 | |||||
| 413 E JEFFERSON BLVD | FORT WAYNE | IN | 46802 | CHARITABLE | $15,000 |
| SCAN | |||||
| 500 W MAIN ST | FORT WAYNE | IN | 46802 | CHARITABLE | $7,000 |
| ST JOHN THE BAPTIST SCHOLARSHIP FUND | |||||
| 4500 FAIRFIELD AVE | FORT WAYNE | IN | 46807 | CHARITABLE | $5,000 |
| SUPER SHOT | |||||
| 1 CANAL PLACE | FORT WAYNE | IN | 46802 | CHARITABLE | $7,500 |
| TURNSTONE CENTER | |||||
| 3320 N CLINTON ST | FORT WAYNE | IN | 46805 | CHARITABLE | $25,000 |
| UNIVERSITY OF ST FRANCIS | |||||
| 2701 SPRING ST | FORT WAYNE | IN | 46808 | CHARITABLE | $15,000 |
| VISITING NURSE & HOSPICE HOME | |||||
| 5910 HOMESTEAD RD | FORT WAYNE | IN | 46814 | CHARITABLE | $5,000 |
| WELLSPRING INTERFAITH SOCIAL SERVICES | |||||
| 1316 BROADWAY | FORT WAYNE | IN | 46802 | CHARITABLE | $7,500 |
| YMCA - PARTNER WITH YOUTH | |||||
| 1020 BARR STREET | FORT WAYNE | IN | 46802 | CHARITABLE | $3,500 |
| ALLEN COUNTY EDUCATION PARTNERSHIP | |||||
| 709 CLAY STREET STE 101 | FORT WAYNE | IN | 46802 | CHARITABLECHARITABLE | $2,000 |
| CARRIAGE HOUSE | |||||
| 3327 LAKE AVENUE | FORT WAYNE | IN | 46805 | CHARITABLE | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 220000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 11459 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 127036 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 208479 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $0 | ExclusionAmount |
| Related Or Exempt Function Income | 346974 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 346974 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (2 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 4 | DIRECTLY RELATED |
| 3 | DIRECTLY RELATED |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTANT FEES | Category |
| Amount | $2,350 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CORPORATE STOCK | NameOfStock |
| EOY Book Value | 4519978 | EOYBookValue |
| EOYFMV | 4827057 | EOYFMV |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (4 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| ADMINISTRATIVE FEES | $2,000 | 0 | 0 |
| INVESTMENT FEES | $15,072 | 0 | 0 |
| POSTAGE | $21 | 0 | 0 |
| MISCELLANEOUS | $5 | 0 | 0 |
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