ENGLISH-BONTER-MITCHELL FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
ENGLISH-BONTER-MITCHELL FOUNDATION (EIN 35-6247168)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-04-26
IRS object ID
201341169349100509
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)
Timestamp2013-04-26T14:11:43-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN356247168EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1ENGLISH-BONTER-MITCHELL FDN PNC BANK NABusinessNameLine1
FieldValueIRS element (for citing)
Name ControlENGLNameControl
Phone8006228036Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 94651AddressLine1
CityCLEVELANDCity
StateOHState
ZIP Code441014651ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJEFF ROBERTSName
TitleASSISTANT VICE PRESIDENTTitle
Phone2162574699Phone
Date Signed2013-04-26DateSigned
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 EOY117939772FMVAssetsEOY
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 Expnss1679InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm1679InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss3182033DividendsRevAndExpnss
Dividends Net Invst Incm3182033DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss1262843NetGainSaleAssetsRevAndExpnss
Gross Sales Price36931581GrossSalesPrice
Capital Gain Net Incm Net Invst Incm1262843CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses4446555TotalRevenueAndExpenses
Total Net Investment Income4446555TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss745290CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm372645CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps372645CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss700AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm0AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps700AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss158141TaxesRevAndExpnss
Taxes Net Invst Incm1141TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss41808OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm468OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps41340OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss945939TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm374254TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps414685TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss5311000ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps5311000ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss6256939TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm374254TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps5725685TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-1810384ExcessOfRevenueOverExpenses
Net Investment Income4072301NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY4488283SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY3313959SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV3313959SavingsAndTempCashInvstEOYFMV
Investments Govt Oblig BOY6971694InvestmentsGovtObligBOY
Investments Govt Oblig EOY5826172InvestmentsGovtObligEOY
Investments Govt Oblig EOYFMV6577040InvestmentsGovtObligEOYFMV
Investments Corp Stock BOY63720883InvestmentsCorpStockBOY
Investments Corp Stock EOY62955252InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV76705921InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY26220337InvestmentsCorpBondsBOY
Investments Corp Bonds EOY27440947InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV29274182InvestmentsCorpBondsEOYFMV
Investments Other BOY2094967InvestmentsOtherBOY
Investments Other EOY2161254InvestmentsOtherEOY
Investments Other EOYFMV2001694InvestmentsOtherEOYFMV
Other Assets BOY66976OtherAssetsBOY
Other Assets EOY66976OtherAssetsEOY
Other Assets EOYFMV66976OtherAssetsEOYFMV
Total Assets BOY103563140TotalAssetsBOY
Total Assets EOY101764560TotalAssetsEOY
Total Assets EOYFMV117939772TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY103563140CapitalStockBOY
Capital Stock EOY101764560CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY0RetainedEarningsBOY
Retained Earnings EOY0RetainedEarningsEOY
Total Net Assets BOY103563140TotalNetAssetsBOY
Total Net Assets EOY101764560TotalNetAssetsEOY
Total Liabilities Net Assets BOY103563140TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY101764560TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY103563140TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-1810384ExcessOfRevenueOverExpenses
Other Increases15852OtherIncreases
Subtotal101768608Subtotal
Other Decreases4048OtherDecreases
Total Net Assets Fund Balances EOY101764560TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
SALES OF PUBLICLY TRADED SECURITIESP3665029535668738981557981557
CAPITAL GAINS DIVIDENDSP281286281286281286
FieldValueIRS element (for citing)
Capital Gain Net Income1262843CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year15474009QualifyingDistributionsYear1
Noncharitable Assets Year1114774594NoncharitableAssetsYear1
Distribution Ratio Year10.047694DistributionRatioYear1
Qualifying Distributions Year24891319QualifyingDistributionsYear2
Noncharitable Assets Year2108933590NoncharitableAssetsYear2
Distribution Ratio Year20.044902DistributionRatioYear2
Qualifying Distributions Year36108574QualifyingDistributionsYear3
Noncharitable Assets Year3100968293NoncharitableAssetsYear3
Distribution Ratio Year30.060500DistributionRatioYear3
Qualifying Distributions Year46443326QualifyingDistributionsYear4
Noncharitable Assets Year4122287052NoncharitableAssetsYear4
Distribution Ratio Year40.052690DistributionRatioYear4
Qualifying Distributions Year56412833QualifyingDistributionsYear5
Noncharitable Assets Year5139018429NoncharitableAssetsYear5
Distribution Ratio Year50.046129DistributionRatioYear5
Total Distribution Ratio0.251915TotalDistributionRatio
Average Distribution Ratio0.050383AverageDistributionRatio
Net Noncharitable Assets115094197NetNoncharitableAssets
Adjusted Noncharitable Assets5798791AdjustedNoncharitableAssets
One Percent Net Investment Income40723OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One5839514AdjNonchrtblAssetsAndOnePct
Qualifying Distributions5725685QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax81446InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal81446Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income81446TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment120400EstTaxPaymentsAndOverpayment
Total Credits And Payments120400TotalCreditsAndPayments
Overpayment38954Overpayment
Amount Credited To Next Year38954AmountCreditedToNextYear
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 AddressWWW.PNC.COMWebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

FieldValueIRS element (for citing)
Business Name Line1PNC BANK NABusinessNameLine1
FieldValueIRS element (for citing)
Books In Care Of Phone Number8006228036BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 94651AddressLine1
CityCLEVELANDCity
StateOHState
ZIP Code441014651ZIPCode
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 Person1PayCompensationToDsqflyPerson
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

FieldValueIRS element (for citing)
Person NamePNC BANK NAPersonName

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 94651AddressLine1
CityCLEVELANDCity
StateOHState
ZIP Code441014651ZIPCode
FieldValueIRS element (for citing)
TitleTRUSTEETitle
Avg Hours Per Wk Devoted To Position50.00AvgHoursPerWkDevotedToPosition
Compensation745290Compensation
Contri To Empl Benefit Plans Etc0ContriToEmplBenefitPlansEtc
Expense Account Other Allowances0ExpenseAccountOtherAllowances
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

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

FieldValueIRS element (for citing)
Description1N/ADescription1
Expenses10Expenses1

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Description1N/ADescription1
Amount10Amount1
All Oth Prog Rltd Investments Total0AllOthProgRltdInvestmentsTotal
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities116846901AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances0AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets116846901TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets116846901AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable1752704CashDeemedCharitable
Net Noncharitable Assets115094197NetNoncharitableAssets
Minimum Investment Return5754710MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return5754710MinimumInvestmentReturn
Tax Based On Investment Income81446TaxBasedOnInvestmentIncome
Total Tax81446TotalTax
Distributable Amount Before Adj5673264DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded5673264DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted5673264DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions5725685ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions5725685QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions5725685AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted5673264DistributableAmountAsAdjusted
Undistributed Income Prior Year5261411UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Total Excess Distri Carryover0TotalExcessDistriCarryover
Qualifying Distributions5725685QualifyingDistributions
Applied To Year15261411AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year464274AppliedToCurrentYear
Remaining Distri From Corpus0RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus0TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY5208990UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year0ExcessDistriCyovToNextYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (109 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
FORT WAYNE PHILHARMONIC ORCHESTRA
4901 FULLER DRIVEFORT WAYNEIN46835N/APUBLIC CHARITYGENERAL SUPPORT$100,000
NORTHEAST INDIANA INNOVATION CENTER
3201 STELLHORN ROADFORT WAYNEIN46815N/APUBLIC CHARITYCAPITAL PROGRAM$100,000
PARKVIEW FOUNDATION
2200 RANDALLIA DRIVEFORT WAYNEIN46805N/APUBLIC CHARITYRESEARCH EDUCATION CENTER$15,000
MAD ANTHONY CHILDRENS FOUNDATION
7209 ENGLE ROADFORT WAYNEIN46804N/APUBLIC CHARITYCHILDRENS HOPE INC EXPANSION$132,000
MANCHESTER COLLEGE
604 E COLLEGE AVENORTH MANCHESTERIN46962N/APUBLIC CHARITYSCHOOL OF PHARMACY - FT WAYNE$90,000
GENERAL HOSPITAL CORPORATION
55 FRUIT ST CNY 149/8301BOSTONMA02114N/APUBLIC CHARITYPLEDGE FOR REASEARCH ON AUTOIMMUNE DISEASES$50,000
A DAY AWAY ADULT DAYCARE INC
1701 FREEMAN STFORT WAYNEIN46802N/APUBLIC CHARITYCAPITAL CAMPAIGN$50,000
IVY TECH FOUNDATION
3800 NORTH ANTHONY BLVDFORT WAYNEIN46805N/APUBLIC CHARITYHOSPITALITY PROGRAM EXPANSION$100,000
UNITED HISPANIC AMERICANS
2424 FAIRFIELD AVENUEFORT WAYNEIN46807N/APUBLIC CHARITYGENERAL SUPPORT$10,000
PARKVIEW FOUNDATION
2200 RANDALLIA DRIVEFORT WAYNEIN46805N/APUBLIC CHARITYRESEARCH AND EDUCATION CENTER$85,000
EMBASSY THEATRE FOUNDATION
125 W JEFFERSON BLVDFORT WAYNEIN468023012N/APUBLIC CHARITYGENERAL SUPPORT$120,000
FORT WAYNE PARK FOUNDATION
705 EAST STATE BLVDFORT WAYNEIN46805N/APUBLIC CHARITYLIFETIME SPORTS ACADEMY$15,000
GREATER FORT WAYNE CHAMBER OF COMMERCE
826 EWING STREETFORT WAYNEIN46802N/APUBLIC CHARITYGRADUATE RETENTION PROGRAM$25,000
SCAN INC
500 W MAIN STREETFORT WAYNEIN46802N/APUBLIC CHARITYHEALTH FAMILIES CHILD ABUSE PREVENTION PROGRAM$20,000
AUDIENCES UNLIMITED INC
227 E WASHINGTON BLVD RMFORT WAYNEIN46802N/APUBLIC CHARITYGENERAL SUPPORT$12,000
FORT WAYNE DANCE COLLECTIVE
437 E BERRY ST STE 203FORT WAYNEIN46802N/APUBLIC CHARITYGENERAL SUPPORT$10,000
ACRES INC
1802 CHAPMAN ROADHUNTERTOWNIN46748N/APUBLIC CHARITYGENERAL SUPPORT$12,000
SCIENCE CENTRAL INC
1950 N CLINTON STREETFORT WAYNEIN46805N/APUBLIC CHARITYGENERAL SUPPORT$60,000
CENTER FOR NONVIOLENCE INC
235 W CREIGTONFORT WAYNEIN46807N/APUBLIC CHARITYNONVIOLENCE EDUCATION PROGRAMS$15,000
COMMUNITY HARVEST FOOD BANK OF NORTHEAST INDIANA
999 E TILLMAN RDFORT WAYNEIN46816N/APUBLIC CHARITYGENERAL SUPPORT$80,000
AIDS TASK FORCE INC
525 OXFORD STREETFORT WAYNEIN46806N/APUBLIC CHARITYCLIENT ASSISTANCE PROGRAMS$5,000
FORT WAYNE PHILHARMONIC ORCHESTRA
4901 FULLER DRIVEFORT WAYNEIN46835N/APUBLIC CHARITYPERFORMANCE EDUCATION PROGRAMMING$170,000
INDIANA INSTITUTE OF TECHNOLOGY
1600 EAST WASHINGTON BLVDFORT WAYNEIN46803N/APUBLIC CHARITYCOMPREHENSIVE MOMENTUM CAMP$37,500
UNITED WAY OF ALLEN COUNTY
334 E BERRY ST PO BOX 11FORT WAYNEIN46802N/APUBLIC CHARITYGENERAL SUPPORT$140,000
UNITED WAY OF ALLEN COUNTY
334 E BERRY ST PO BOX 11FORT WAYNEIN46802N/APUBLIC CHARITYSTRIVE INITIATIVE$25,000
BUTLER UNIVERSITY
4600 SUNSET AVEINDIANAPOLISIN46208N/APUBLIC CHARITYHINKLE FIELDHOUSE PRESERVATION$10,000
FAMILY & CHILDRENS SERVICES FORT WAYNE
2712 S CALHOUN STREETFORT WAYNEIN46807N/APUBLIC CHARITYGENERAL SUPPORT$15,000
HUNTINGTON UNIVERSITY
2303 COLLEGE AVENUEHUNTINGTONIN46750N/APUBLIC CHARITYDIGITAL/VISUAL ARTS CAMPAIGN$20,000
TAYLOR UNIVERSITY
1025 WEST RUDISILL BLVDFORT WAYNEIN46807N/APUBLIC CHARITYEULER SCIENCE COMPLEX PROJECT$100,000
YWCA NORTHEAST INDIANA
1610 SPY RUN AVENUEFORT WAYNEIN46805N/APUBLIC CHARITYGENERAL SUPPORT$90,000
FORT WAYNE URBAN LEAGUE
2135 SOUTH HANNA STREETFORT WAYNEIN46803N/APUBLIC CHARITYGENERAL SUPPORT$25,000
LUTHERAN HOMES INC
6701 S ANTHONY BLVDFORT WAYNEIN468162035N/APUBLIC CHARITYCAPITAL FACILITY UPGRADE$50,000
UNIVERSITY OF ST FRANCIS
2701 SPRING STREETFORT WAYNEIN46806N/APUBLIC CHARITYSCHOOL OF ARTS/SCIENCES BUILDING$100,000
UNIVERSITY OF ST FRANCIS
2701 SPRING STREETFORT WAYNEIN46806N/APUBLIC CHARITYBASS MANSION RENOVATION$80,000
ASSOCIATED CHURCHES OF FORT WAYNE
602 EAST WAYNE STREETFORT WAYNEIN46802N/APUBLIC CHARITYGENERAL SUPPORT$50,000
TURNSTONE CENTER FOR DISABLED CHILDRENADULTS
3320 NORTH CLINTON STREETFORT WAYNEIN46805N/APUBLIC CHARITYGENERAL SUPPORT$150,000
TURNSTONE CENTER FOR DISABLED CHILDRENADULTS
3320 NORTH CLINTON STREETFORT WAYNEIN46805N/APUBLIC CHARITYBIG DREAM CAPITAL EXPANSION PROGRAM$100,000
PLYMOUTH CONGREGATIONAL CHURCH
501 WEST BERRY STREETFORT WAYNEIN46802N/APUBLIC CHARITYGENERAL SUPPORT$70,000
FORT WAYNE MUSEUM OF ART
311 EAST MAIN STREETFORT WAYNEIN46802N/APUBLIC CHARITYGENERAL SUPPORT$100,000
EARLY CHILDHOOD ALLIANCE
3320 FAIRFIELD AVENUEFORT WAYNEIN46807N/APUBLIC CHARITYPROGRAM FOR LOW-INCOME$25,000
CANCER SERVICES OF ALLEN COUNTY
6316 MUTUAL DRIVEFORT WAYNEIN46285N/APUBLIC CHARITYCAMPAIGN FOR EVERYDAY HEROES$100,000
FORT WAYNE SOCIETY OF ST VINCENT DEPAUL IN
1600 S CALHOUN STREETFORT WAYNEIN46802N/APUBLIC CHARITYBUNK BED/DRESSER PROJECT$5,000
ARTS UNITED OF GREATER FORT WAYNE
114 E SUPERIOR STREETFORT WAYNEIN46802N/APUBLIC CHARITYGENERAL SUPPORT$300,000
ALLEN COUNTY-FORT WAYNE HISTORICAL SOCIETY
302 EAST BERRY STREETFORT WAYNEIN46802N/APUBLIC CHARITYEDUCATION PROGRAMS SUPPORT$125,000
FORT WAYNE RESCUE MISSION MINISTRI
301 SUPERIOR ST PO BOX 1FORT WAYNEIN468551116N/APUBLIC CHARITYCHARIS HOUSE$70,000
COMMUNITY ACTION OF NORTHEAST INDIANA
227 E WASHINGTON BLVDFORT WAYNEIN46802N/APUBLIC CHARITYCOVERING KIDS/FAMILIES OF NE INDIANA PROGRAM$15,000
NORTHERN INDIANA HISTORICAL SOCIETY
808 WEST WASHINGTONSOUTH BENDIN46601N/APUBLIC CHARITYGENERAL SUPPORT$20,000
LIFELINE YOUTH AND FAMILY SERVICES
7136 GETTYSBURG PIKE PO BOX 487FORT WAYNEIN468980487N/APUBLIC CHARITYSPECIALIZED TRAINING PROGRAM$10,000
HAROLD W MCMILLEN CENTER
600 JIM KELLEY BLVDFORT WAYNEIN46816N/APUBLIC CHARITYGENERAL SUPPORT FOR ALLEN COUNTY$20,000
BIG BROTHERSBIG SISTERS OF NE INDIANA
2439 FAIRFIELD AVENUEFORT WAYNEIN46807N/APUBLIC CHARITYGENERAL SUPPORT$42,000
AUBURN AUTOMOTIVE HERITAGE INC
1600 S WAYNE STREETAUBURNIN46706N/APUBLIC CHARITY"TELLING THE STORY" CAMP$200,000
WOMEN'S BUREAU INC
3521 LAKE AVENUEFORT WAYNEIN46805N/APUBLIC CHARITYAFTER CARE CASE MANAGER$20,000
ARCH INC
437 E BERRY ST STE 204FORT WAYNEIN46802N/APUBLIC CHARITYREHABILITATION PROJECTS$5,000
JUNIOR ACHIEVEMENT OF
601 NOBLE DRIVEFORT WAYNEIN46825N/APUBLIC CHARITYGENERAL SUPPORT$160,000
ARTLINK INC
437 E BERRY ST STE 202FORT WAYNEIN46802N/APUBLIC CHARITY2012-2013 EXHIBITION PROGRAMS$7,000
HOPE HOUSE INC
1115 GARDEN STREETFORT WAYNEIN46802N/APUBLIC CHARITYGENERAL SUPPORT$5,000
FORT WAYNE YOUTHEATRE
303 E MAIN STREETFORT WAYNEIN46802N/APUBLIC CHARITYGENERAL SUPPORT$4,000
EAST WAYNE STREET CENTER
801 EAST WAYNE STREETFORT WAYNEIN46803N/APUBLIC CHARITYGENERAL SUPPORT$40,000
FORT WAYNE CHILDREN'S CHOIR INC
2101 E COLISEUM BLVDFORT WAYNEIN468051445N/APUBLIC CHARITYPARTICIPATION ASSISTANCE PROGRAM$7,000
LITERACY ALLIANCE INC
709 CLAY STREET SUITE 100FORT WAYNEIN46802N/APUBLIC CHARITYADULT INSTRUCTION PROGRAMS$20,000
FESTIVAL OF ARTMUSIC ELEMENTARY SCHOOLS
2101 E COLISEUM BLVDFORT WAYNEIN46805N/APUBLIC CHARITYGENERAL SUPPORT$5,000
BOYS AND GIRLS CLUB OF FORT WAYNE
2609 FAIRFIELD AVENUEFORT WAYNEIN46807N/APUBLIC CHARITYGENERAL SUPPORT$60,000
VINCENT VILLAGE INC
2827 HOLTON AVENUEFORT WAYNEIN46806N/APUBLIC CHARITYTRANSITIONAL SHELTER PROGRAM$15,000
ALLEN COUNTY EDUCATION PARTNERSHIP
709 CLAY STREET SUITE 101FORT WAYNEIN46802N/APUBLIC CHARITYPROJECT READS PROGRAM$60,000
FRANCISCAN CENTER INC
4643 GAYWOOD DRIVEFORT WAYNEIN46806N/APUBLIC CHARITYJEAN KELLY BUILDING CAMPAIGN$10,000
CEDARS HOPE INC
527 W BERRY STREETFORT WAYNEIN46802N/APUBLIC CHARITYGENERAL SUPPORT$7,500
ERIN'S HOUSE FOR GRIEVING CHILDREN
3811 ILLINOIS ROAD STE 2FORT WAYNEIN46804N/APUBLIC CHARITYCAPITAL CAMPAIGN-13,000 SQ FT$100,000
RONALD MCDONALD HOUSE CHARITIES
2200 RANDALLIA DRIVEFORT WAYNEIN46805N/APUBLIC CHARITYCAPITAL EXPANSION CAMPAIGN$25,000
POWER HOUSE ALLIANCE INC
830 MAIN STENEW HAVENIN46774N/APUBLIC CHARITYPOWER PLANT AFTER-SCHOOL PROGRAM$5,000
FORT WAYNE CLUBHOUSE INC
3327 LAKE AVENUEFORT WAYNEIN46805N/APUBLIC CHARITYEMPLOYMENT PROGRAM$35,000
CHILDREN'S HOPE INC
7922 W JEFFERSON BLVDFORT WAYNEIN46804N/APUBLIC CHARITYOFFSET LODGING COSTS-FAMILIES OF HOSPITALIZED CHILDREN$10,000
INTERFAITH HOSPITALITY NETWORK
2605 GAY STREET PO BOX 1FORT WAYNEIN46868N/APUBLIC CHARITYGENERAL SUPPORT$10,000
FRIENDS OF THE LINCOLN MUSEUM
7611 HOPE FARM ROADFORT WAYNEIN46815N/APUBLIC CHARITYLINCOLN COLLECTION$80,000
COMMUNITY TRANSPORTATION NETWORK
2701 S COLISEUM BLVDFORT WAYNEIN46806N/APUBLIC CHARITYEXPANSION-TRANSPORTATION PROGRAM$25,000
UNITY PERFORMING ARTS FOUNDATION
PO BOX 10394FORT WAYNEIN46852N/APUBLIC CHARITYWORLD GAMES$27,500
HEADSWATER PARK ALLIANCE
110 WEST BERRY ST STE 10FORT WAYNEIN46802N/APUBLIC CHARITYLANDSCAPE RENOVATION PROJECT$25,000
HARLAN CHRISTIAN YOUTH CENTER
17308 SECOND ST PO BOX 4HARLANIN46743N/APUBLIC CHARITYGENERAL SUPPORT$15,000
SOUTHEAST YOUTH COUNCIL
123 MEYER DR PO BOX 236MONROEVILLEIN46773N/APUBLIC CHARITYGENERAL SUPPORT$25,000
COME2GO MINISTRIES INC
323 W BAKER ST PO BOX 10FORT WAYNEIN468530636N/APUBLIC CHARITYGENERAL SUPPORT$15,000
MUSTARD SEED FURNITURE BANK
5429 KEYSTONE DRIVEFORT WAYNEIN46825N/APUBLIC CHARITYGENERAL SUPPORT$5,000
FORT WAYNE CIVIC THEATRE
303 E MAIN STREETFORT WAYNEIN46802N/APUBLIC CHARITY2012-2013 PROGRAM SUPPORT$75,000
FORT WAYNE BALLET INC
324 PENN AVENUEFORT WAYNEIN46805N/APUBLIC CHARITYGENERAL SUPPORT$30,000
INDIANA PURDUE FOUNDATION
2101 E COLISEUM BLVDFORT WAYNEIN468051499N/APUBLIC CHARITYOMNIBUS LECTURE SERIES$50,000
INDIANA PURDUE FOUNDATION
2101 E COLISEUM BLVDFORT WAYNEIN468051499N/APUBLIC CHARITYSTUDENT SVCS/LIBRARY COMPLEX$170,000
FORT WAYNE ZOOLOGICAL SOCIETY
3411 SHERMAN BLVDFORT WAYNEIN46808N/APUBLIC CHARITYAUSTRALIAN ADVENTURE CAP CAMPAIGN$100,000
SCIENCE CENTRAL INC
1950 N CLINTON STREETFORT WAYNEIN46805N/APUBLIC CHARITYSCIENCE ON A SPHERE PROJECT$70,000
FRANCINE'S FRIENDS
709 CLAY STREET SUITE 300FORT WAYNEIN46802N/APUBLIC CHARITYMOBILE MAMMOGRAPHY UNIT$25,000
RIVER GREENWAY CONSORTIUM
300 E MAIN STREETFORT WAYNEIN46802N/APUBLIC CHARITYCOUNTDOWN TO CONNECTIVITY INITIATIVE$50,000
WELLSPRING INTERFAITH SOCIAL SERVICES
1316 BROADWAY AVENUEFORT WAYNEIN46802N/APUBLIC CHARITYYOUTH SERVICES PROGRAMMING$40,000
AMERICAN NATIONAL RED CROSS
1212 E CALIFORNIA RDFORT WAYNEIN46895N/APUBLIC CHARITYGENERAL SUPPORT$100,000
TEACH OUR CHILDREN FUND INC
3310 MALLARD COVE LANEFORT WAYNEIN46804N/APUBLIC CHARITYGENERAL SUPPORT$10,000
EAST ALLEN FAMILY RESOURCE CENTER
6330 PRIZE STREETFORT WAYNEIN46803N/APUBLIC CHARITYOUT-OF-SCHOOL PROGRAMS$5,000
GIRL SCOUTS OF N INDIANA-MICHIAN
10008 DUPONT CIRCLE DRIVEFORT WAYNEIN46825N/APUBLIC CHARITYGENERAL SUPPORT$50,000
CROSSROAD CHILDFAMILY SVCS
2525 LAKE AVEFORT WAYNEIN46805N/APUBLIC CHARITYGENERAL SUPPORT$50,000
BOY SCOUTS OF AMERICA
8315 W JEFFERSON BLVDFORT WAYNEIN46804N/APUBLIC CHARITYGENERAL SUPPORT$50,000
LEAGUE FOR THE BLINDDISABLED INC
5821 SOUTH ANTHONY BLVDFORT WAYNEIN46816N/APUBLIC CHARITYGENERAL SUPPORT$5,000
CANCER SERVICES OF ALLEN COUNTY
6316 MUTUAL DRIVEFORT WAYNEIN46285N/APUBLIC CHARITYGENERAL SUPPORT$15,000
EASTER SEALS ARC OF NE INDIANA
4919 COLDWATER ROADFORT WAYNEIN46825N/APUBLIC CHARITYRENOVATION PROJECT$35,000
FORT WAYNE AREA YOUTH FOR CHRIST
2825 HILLEGAS ROADFORT WAYNEIN46808N/APUBLIC CHARITYPRIMETIME CAMPAIGN/OPERATING$10,000
MATTHEW 25 INC
413 E JEFFERSON BLVDFORT WAYNEIN46802N/APUBLIC CHARITYGENERAL SUPPORT$15,000
ISAAC KNAPP DENTAL EDUCATION FDN
4640 WEST JEFFERSON BLVDFORT WAYNEIN46804N/APUBLIC CHARITYCOMMUNITY ORAL HEALTH PROGRAMS$5,000
HEARTLAND CHAMBER CHORALE
2701 SPRING STREET NC122FORT WAYNEIN46808N/APUBLIC CHARITYGENERAL SUPPORT$25,000
LEADERSHIP FORT WAYNE INC
2101 E COLISEUM BLVDFORT WAYNEIN46805N/APUBLIC CHARITYGENERAL SUPPORT 2012/2013$10,000
NEIGHBORHOOD HEALTH CLINICS
1717 S CALHOUN STFORT WAYNEIN46862N/APUBLIC CHARITYDENTAL/MEDICAL SERVICES TO LOW INCOME/UNINSURED$15,000
SUPER SHOT INC
709 CLAY STREET SUITE 300FORT WAYNEIN46802N/APUBLIC CHARITYCHILDHOOD IMMUNIZATION CLINIC$5,000
INDIANA UNIVERSITY
1120 SOUTH DRIVEINDIANAPOLISIN46207N/APUBLIC CHARITYDR CALVIN H & MARY TOWER ENGLISH SCHOLARSHIP$40,000
SALVATION ARMY
2901 N CLINTON STREETFORT WAYNEIN46805N/APUBLIC CHARITYSOCIAL SERVICE PROGRAM$5,000
FELLOWSHIP OF CHRISTIAN ATHLETES
576 GEIGER DRIVEROANOKEIN46783N/APUBLIC CHARITYGENERAL SUPPORT$2,500
NE INDIANA FOUNDATION
300 E MAIN STREET STE 210FORT WAYNEIN46802N/APUBLIC CHARITYVISION 2020$50,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year5311000TotGrantOrContriPaidDuringYear
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$1,679ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$3,182,033ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$1,262,843ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$4,446,555ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA4446555TotalPartXVIA

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategory
Amount$700Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps700DisbursementsCharitablePrps

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Oth Prog Rltd Investments AllOthProgRltdInvestments

FieldValueIRS element (for citing)
DescriptionN/ADescription
Amount$0Amount

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds

FieldValueIRS element (for citing)
Name Of BondFIXED INCOMENameOfBond
EOY Book Value27440947EOYBookValue
EOYFMV29274182EOYFMV

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

FieldValueIRS element (for citing)
Name Of StockEQUITIESNameOfStock
EOY Book Value62955252EOYBookValue
EOYFMV76705921EOYFMV

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Securities EOY Book Value5826172USGovtSecuritiesEOYBookValue
US Govt Securities EOYFMV6577040USGovtSecuritiesEOYFMV
State Local Securities EOY Book Val0StateLocalSecuritiesEOYBookVal
State Local Securities EOYFMV0StateLocalSecuritiesEOYFMV

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

FieldValueIRS element (for citing)
Category Or ItemOTHERCategoryOrItem
Listed At Cost Or FMVAT COSTListedAtCostOrFMV
Book Value2161254BookValue
EOYFMV2001694EOYFMV

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

FieldValueIRS element (for citing)
DescriptionSANTA CLAUS DISPLAYDescription
BOY Book Value66976BOYBookValue
EOY Book Value66976EOYBookValue
EOYFMV66976EOYFMV

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases (2 entries)

DescriptionDescriptionAmountAmount
COST BASIS ADJUSTMENT$4,047
ROUNDING ADJUSTMENT$1

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
ADR SERVICE FEE4684680
FERGUSON ADVERTISING110601106
L & M CONSULTING1990199
DISPLAY EXPENSES40035040035

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

FieldValueIRS element (for citing)
DescriptionPOSTED CURR YR TAXED PRIOR YRDescription
Amount$15,852Amount

Taxes Schedule TaxesSchedule

Taxes Taxes (3 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
PRIOR YEAR TAX BALANCE DUE$36,60000
ESTIMATED TAX PAID$120,40000
FOREIGN TAXES PAID$1,14111410

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