IAN AND MIRIAM ROLLAND FOUNDATION INC: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
IAN AND MIRIAM ROLLAND FOUNDATION INC (EIN 35-1944302)
Tax period
2012-07-01 to 2013-06-30
Filed
2013-11-13
IRS object ID
201303179349100930
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-11-13T15:10:56-06:00Timestamp
Tax Period End Date2013-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1MICHAEL T FLOOD CPABusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line14630-8 WEST JEFFERSON BLVDAddressLine1
CityFORT WAYNECity
StateINState
ZIP Code46804ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN351944302EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1IAN & MIRIAM ROLLAND FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlIAN&NameControl
Phone2604616285Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1110 WEST BERRY STREET NO 2400AddressLine1
CityFORT WAYNECity
StateINState
ZIP Code46802ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameIAN ROLLANDName
TitlePRESIDENTTitle
Phone2604616285Phone
Date Signed2013-11-13DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameMICHAEL T FLOODName
PTINP01299304PTIN
Phone2604360859Phone
Self EmployedXSelfEmployed
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY6201051FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss56010InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm56010InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss113227DividendsRevAndExpnss
Dividends Net Invst Incm113227DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss-29238NetGainSaleAssetsRevAndExpnss
Gross Sales Price1433335GrossSalesPrice
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses139999TotalRevenueAndExpenses
Total Net Investment Income169237TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Other Prof Fees Rev And Expnss52493OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm43270OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps9223OtherProfFeesDsbrsChrtblPrps
Taxes Rev And Expnss2335TaxesRevAndExpnss
Taxes Net Invst Incm2335TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss54828TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm45605TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps9223TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss450388ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps450388ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss505216TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm45605TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps459611TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-365217ExcessOfRevenueOverExpenses
Net Investment Income123632NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY505497SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY206735SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV206735SavingsAndTempCashInvstEOYFMV
Investments Govt Oblig BOY200517InvestmentsGovtObligBOY
Investments Govt Oblig EOY294984InvestmentsGovtObligEOY
Investments Govt Oblig EOYFMV322450InvestmentsGovtObligEOYFMV
Investments Corp Stock BOY3457974InvestmentsCorpStockBOY
Investments Corp Stock EOY3042732InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV3574250InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY1509763InvestmentsCorpBondsBOY
Investments Corp Bonds EOY1626354InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV1724921InvestmentsCorpBondsEOYFMV
Investments Other BOY200232InvestmentsOtherBOY
Investments Other EOY337961InvestmentsOtherEOY
Investments Other EOYFMV372695InvestmentsOtherEOYFMV
Total Assets BOY5873983TotalAssetsBOY
Total Assets EOY5508766TotalAssetsEOY
Total Assets EOYFMV6201051TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY5763337CapitalStockBOY
Capital Stock EOY5763337CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY110646RetainedEarningsBOY
Retained Earnings EOY-254571RetainedEarningsEOY
Total Net Assets BOY5873983TotalNetAssetsBOY
Total Net Assets EOY5508766TotalNetAssetsEOY
Total Liabilities Net Assets BOY5873983TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY5508766TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY5873983TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-365217ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal5508766Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY5508766TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (6 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
EVERCORE INVESTMENT A/CP5025554707203183531835
EVERCORE INVESTMENT A/CP854306933110-78804-78804
I SHARES A/CP41-41-41
WELLS FARGO INVESTMENT A/CP1356612996570570
WELLS FARGO INVESTMENT A/CP507974570650915091
CAPITAL GAINS DIVIDENDSP121111211112111
FieldValueIRS element (for citing)
Capital Gain Net Income-29238CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year1427564QualifyingDistributionsYear1
Noncharitable Assets Year16283665NoncharitableAssetsYear1
Distribution Ratio Year10.068044DistributionRatioYear1
Qualifying Distributions Year2389060QualifyingDistributionsYear2
Noncharitable Assets Year26570888NoncharitableAssetsYear2
Distribution Ratio Year20.059210DistributionRatioYear2
Qualifying Distributions Year3438476QualifyingDistributionsYear3
Noncharitable Assets Year36327330NoncharitableAssetsYear3
Distribution Ratio Year30.069299DistributionRatioYear3
Qualifying Distributions Year4495462QualifyingDistributionsYear4
Noncharitable Assets Year46030308NoncharitableAssetsYear4
Distribution Ratio Year40.082162DistributionRatioYear4
Qualifying Distributions Year5447542QualifyingDistributionsYear5
Noncharitable Assets Year58279631NoncharitableAssetsYear5
Distribution Ratio Year50.054053DistributionRatioYear5
Total Distribution Ratio0.332768TotalDistributionRatio
Average Distribution Ratio0.066554AverageDistributionRatio
Net Noncharitable Assets6199388NetNoncharitableAssets
Adjusted Noncharitable Assets412594AdjustedNoncharitableAssets
One Percent Net Investment Income1236OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One413830AdjNonchrtblAssetsAndOnePct
Qualifying Distributions459611QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax1236InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal1236Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income1236TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment5600EstTaxPaymentsAndOverpayment
Total Credits And Payments5600TotalCreditsAndPayments
Overpayment4364Overpayment
Amount Credited To Next Year4364AmountCreditedToNextYear
Amount To Be Refunded0AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithINStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameJANET CHRZANBooksInCareOfPersonName
Books In Care Of Phone Number2604616115BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1110 WEST BERRY STREET SUITE 2401AddressLine1
CityFORT WAYNECity
StateINState
ZIP Code46802ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Acts Fail To Qualify As Exceptions0ActsFailToQualifyAsExceptions
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
IAN ROLLAND
110 WEST BERRY STREET SUITE 2400FORT WAYNEIN46802PRESIDENT2.00000
MIRIAM ROLLAND
110 WEST BERRY STREET SUITE 2400FORT WAYNEIN46802VICE PRESIDENT2.00000
LARRY ROWLAND
1200 ARUNDEL DRIVEKOKOMOIN46901SECRETARY/TREASURER2.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities6052347AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances241448AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets6293795TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets6293795AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable94407CashDeemedCharitable
Net Noncharitable Assets6199388NetNoncharitableAssets
Minimum Investment Return309969MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return309969MinimumInvestmentReturn
Tax Based On Investment Income1236TaxBasedOnInvestmentIncome
Total Tax1236TotalTax
Distributable Amount Before Adj308733DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded308733DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted308733DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions459611ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions459611QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm1236OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions458375AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted308733DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year538124ExcessDistriCarryoverYear5
Excess Distri Carryover Year4197323ExcessDistriCarryoverYear4
Excess Distri Carryover Year3124603ExcessDistriCarryoverYear3
Excess Distri Carryover Year264610ExcessDistriCarryoverYear2
Excess Distri Carryover Year1124153ExcessDistriCarryoverYear1
Total Excess Distri Carryover548813TotalExcessDistriCarryover
Qualifying Distributions459611QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year308733AppliedToCurrentYear
Remaining Distri From Corpus150878RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus699691TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year538124ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year661567ExcessDistriCyovToNextYear
Excess From Year4197323ExcessFromYear4
Excess From Year3124603ExcessFromYear3
Excess From Year264610ExcessFromYear2
Excess From Year1124153ExcessFromYear1
Excess From Current Year150878ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameIAN ROLLANDRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1110 WEST BERRY STREET SUITE 2400AddressLine1
CityFORT WAYNECity
StateINState
ZIP Code46802ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number2604616285RecipientPhoneNumber
Form And Info And MaterialsNONE SPECIFIEDFormAndInfoAndMaterials
Submission DeadlinesNONE NONESubmissionDeadlines
Restrictions On AwardsNONERestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (67 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodePurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmountAddress Line2RecipientUSAddress/AddressLine2
ACRES LAND TRUST
1802 CHAPMAN ROADHUNTERTOWNIN46748GENERAL SUPPORT$5,000
AIDS TASK FORCE INC
525 OXFORD STREETFORT WAYNEIN468064177GENERAL SUPPORT$1,600
ALLEN COUNTY COURTHOUSE PRESERATION TRUST
715 SOUTH CALHOUN ROOM 300FORT WAYNEIN46802GENERAL SUPPORT$1,000
ALLEN COUNTY EDUCATION PARTNERSHIP
709 CLAY ST 101FORT WAYNEIN46802GENERAL SUPPORT$1,000
ALZHEIMERS ASSOCIATION
6324 CONSTITUTION DRIVEFORT WAYNEIN46804GENERAL SUPPORT$1,000
ARTLINK
300 EAST MAIN STREETFORT WAYNEIN46802GENERAL SUPPORT$2,000
ARTS UNITED
300 EAST MAIN STREETFORT WAYNEIN46802GENERAL SUPPORT$49,000
AUDIENCES UNLIMITED
227 E WASHINGTON BLVD SUITE 301FORT WAYNEIN46802GENERAL SUPPORT$2,000
BOY SCOUTS OF AMERICA
8315 WEST JEFFERSON BLVDFORT WAYNEIN46804GENERAL SUPPORT$3,000
BOYS AND GIRLS CLUB OF FORT WAYNE
3005 MC CORMICK AVENUEFORT WAYNEIN46803GENERAL SUPPORT$8,000
BRIDGES OUTREACH
PO BOX 1186KOKOMOIN46903GENERAL SUPPORT$3,000
C2G MUSIC HALL
323 WEST BAKER STREETFORT WAYNEIN46802GENERAL SUPPORT$5,000
CAM
210 NORTH MARKETKOKOMOIN46903GENERAL SUPPORT$1,000
COMMUNITY HARVEST FOOD BANK
999 EAST TILLMAN ROADFORT WAYNEIN46816GENERAL SUPPORT$15,000
COMMUNITY TRANSPORTATION NETWORK
227 E WASHINGTON BLVD 104FORT WAYNEIN46802GENERAL SUPPORT$5,000
EARLY CHILDHOOD ALLIANCE
3320 FAIRFIELD AVENUEFORT WAYNEIN468071821GENERAL SUPPORT$3,000
EAST WAYNE STREET CENTER
825 FRANCIS STREETFORT WAYNEIN46803GENERAL SUPPORT$42,000
EMBASSY THEATER
125 WEST JEFFERSON BLVDFORT WAYNEIN46802GENERAL SUPPORT$2,000
ERIN'S HOUSE
3811 ILLINOIS ROAD 205FORT WAYNEIN46804GENERAL SUPPORT$12,500
FORT WAYNE CHILDREN'S CHOIR
2101 E COLISEUM BLVDFORT WAYNEIN46805GENERAL SUPPORT$5,000
FORT WAYNE MUSEUM OF ART
311 EAST MAIN STREETFORT WAYNEIN46802GENERAL SUPPORT$15,000
FORT WAYNE PHILHARMONIC
4901 FULLER DRIVEFORT WAYNEIN46835GENERAL SUPPORT$11,500
FORT WAYNE URBAN LEAGUE INC
2135 S HANNA ST 3FORT WAYNEIN46803GENERAL SUPPORT$1,500
FRIENDS OF THE LIBRARY
PO BOX 2270FORT WAYNEIN46802GENERAL SUPPORT$5,000
HEADWATERS PARK ALLIANCE
10 W BERRY STREET SUITE 1600FORT WAYNEIN468022368GENERAL SUPPORT$3,000
HEARTLAND CHAMBER CHORALE
2701 SPRING STREET NC122FORT WAYNEIN46808GENERAL SUPPORT$2,000
HOMEBOUND MEALS
611 WEST BERRY STREETFORT WAYNEIN46802GENERAL SUPPORT$5,000
JUNIOR ACHIEVEMENT
601 NOBLE DRIVEFORT WAYNEIN46825GENERAL SUPPORT$17,500
LITTLE RIVER WETLANDS PROJECTS
2403 FAIROAK DRIVEFORT WAYNEIN46809GENERAL SUPPORT$7,000
LOVE CHAPEL
311 CENTER STREETCOLUMBUSIN47201GENERAL SUPPORT$3,000
MATTHEW 25
413 EAST JEFFERSON BLVDFORT WAYNEIN46802GENERAL SUPPORT$8,000
NATURE CONSERVANCY OF INDIANA
620 EAST OHIO STREETINDIANAPOLISIN46202GENERAL SUPPORT$7,500
PARKINSON'S ACTION NETWORK
1025 VERMONT AVENUE NW 1120WASHINGTONDC20005GENERAL SUPPORT$200
PBJ CONNECTIONS
9800 JUG STREET ROAD NWPATASKALAOH43062GENERAL SUPPORT$2,738
RESCUE MINISTRIES
301 W SUPERIOR STREETFORT WAYNEIN46802GENERAL SUPPORT$10,000
SALVATION ARMY
1101 S WAUGH STKOKOMOIN46902GENERAL SUPPORT$1,500
SUPER SHOT INC
1 CANAL PLACEFORT WAYNEIN46802GENERAL SUPPORT$2,500
THE GILEAD HOUSE
4031 S WEBSTER STREETKOKOMOIN469026911GENERAL SUPPORT$4,500
THE LEAGUE FOR THE BLIND AND DISABLED
5821 S ANTHONY BLVDFORT WAYNEIN46816GENERAL SUPPORT$5,000
TURNSTONE CENTER FOR CHILDREN AND ADULTS
3320 NORTH CLINTON STREETFORT WAYNEIN46805GENERAL SUPPORT$15,000
UNITED WAY OF ALLEN COUNTY
334 EAST BERRY STREETFORT WAYNEIN46802GENERAL SUPPORT$21,000
UNITED WAY OF BARTHOLOMEW COUNTY
1531 13TH ST 1100COLUMBUSIN47201GENERAL SUPPORT$6,000
UNITY PERFORMING ARTS FOUNDATION
2101 E COLISEUM BLVDFORT WAYNEIN468051445GENERAL SUPPORT$10,000
YMCA
1117 SOUTH CLINTON STREETFORT WAYNEIN468023129GENERAL SUPPORT$6,000
YWCA NORTHEAST INDIANA INC
1610 SPY RUN AVENUEFORT WAYNEIN46805GENERAL SUPPORT$8,000
MUSTARD SEED
3636 ILLINOIS ROADFORT WAYNEIN46804GENERAL SUPPORT$2,500
SCIENCE CENTRAL
1950 NORTH CLINTON STREETFORT WAYNEIN46805GENERAL SUPPORT$10,000
HERITAGE PTO FISCAL SPONSOR UNIVERSITY OF ST FRANCIS
2701 SPRING STREETFORT WAYNEIN46808GENERAL SUPPORT$500
ACTUARIAL FOUNDATION
475 N MARTINGALE RD SUITE 600SCHAUMBURGIL60173GENERAL SUPPORT$2,000
ARCH
818 LAFAYETTE STREETFORT WAYNEIN46802GENERAL SUPPORT$1,000
HEALTHIER MOMS AND BABIES
MEDICAL OFFICE BUILDING 700FORT WAYNEIN46802GENERAL SUPPORT$3,000BROADWAY SUITE 316
LIFELINE YOUTH AND FAMILY SERVICES
7136 GETTYSBURG PIKE PO BOX 80487FORT WAYNEIN46898GENERAL SUPPORT$5,000
SCAN
500 WEST MAIN STREETFORT WAYNEIN46802GENERAL SUPPORT$3,000
FORT WAYNE DANCE COLLECTIVE
437 W BERRY STREET SUITE 203FORT WAYNEIN46802GENERAL SUPPORT$27,600
TRINE UNIVERSITY
1 UNIVERSITY AVENUEANGOLAIN46703GENERAL SUPPORT$1,000
INDIANA ACADEMY
3135 NORTH MERIDIAN STREETINDIANAPOLISIN46208GENERAL SUPPORT$500
INDIANA CHAMBER FOUNDATION
826 EWING STREETFORT WAYNEIN46802GENERAL SUPPORTGENERAL SUPPORT$10,000
NAACP
PO BOX 10956FORT WAYNEIN46854GENERAL SUPPORT$250
HITIAN ENVIRONMENTAL
PO BOX 699KOKOMOIN46903GENERAL SUPPORT$2,500
CEDARS HOPE
527 W BERRY STREETFORT WAYNEIN46802GENERAL SUPPORT$5,000
IMANI BAPTIST TEMPLE
2920 INDIANA AVENUEFORT WAYNEIN46807GENERAL SUPPORT$5,000
CINEMA CENTER
437 W BERRY STREETFORT WAYNEIN46808GENERAL SUPPORT$1,000
TINDLEY CHARTER NETWORK
3960 MEADOWS DRIVEINDIANAPOLISIN46205GENERAL SUPPORT$5,000
BELIEVE IN A DREAM INC
PO BOX 15007FORT WAYNEIN46825GENERAL SUPPORT$5,000
BRIDGE OF GRACE
5100 GAYWOOD DRIVEFORT WAYNEIN468064177GENERAL SUPPORT$5,000
FORT WAYNE PUBLIC TELEVISION
2501 EAST COLISEUM BLVDFORT WAYNEIN46805GENERAL SUPPORT$7,500
LITERACY ALLIANCE
709 CLAY STRET 100FORT WAYNEIN46802GENERAL SUPPORT$2,500
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year450388TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$56,010ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$113,227ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion-$29,238ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$139,999ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA139999TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds

FieldValueIRS element (for citing)
Name Of BondINVESTMENTS-CORPORATE BONDSNameOfBond
EOY Book Value1626354EOYBookValue
EOYFMV1724921EOYFMV

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

FieldValueIRS element (for citing)
Name Of StockINVESTMENTS-CORPORATE STOCKNameOfStock
EOY Book Value3042732EOYBookValue
EOYFMV3574250EOYFMV

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Securities EOY Book Value294984USGovtSecuritiesEOYBookValue
US Govt Securities EOYFMV322450USGovtSecuritiesEOYFMV
State Local Securities EOY Book Val0StateLocalSecuritiesEOYBookVal
State Local Securities EOYFMV0StateLocalSecuritiesEOYFMV

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

FieldValueIRS element (for citing)
Category Or ItemOTHER INVESTMENTSCategoryOrItem
Listed At Cost Or FMVFMVListedAtCostOrFMV
Book Value337961BookValue
EOYFMV372695EOYFMV

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees (3 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
PROFESSIONAL FEES$9,22309223
INVESTMENT MANAGEMENT FEES$43,263432630
MISCELLANEOUS$770

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategory
Amount$2,335Amount
Net Investment Income2335NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.