IAN AND MIRIAM ROLLAND FOUNDATION INC: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
IAN AND MIRIAM ROLLAND FOUNDATION INC (EIN 35-1944302)
Tax period
2011-07-01 to 2012-06-30
Filed
2012-10-11
IRS object ID
201202859349100615
Schema version
2011v1.2
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)
Timestamp2012-10-11T18:42:37-05:00Timestamp
Tax Period End Date2012-06-30TaxPeriodEndDate

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 Date2011-07-01TaxPeriodBeginDate

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 Signed2012-10-11DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameMICHAEL T FLOODName
PTINP01299304PTIN
Phone2604360859Phone
Self EmployedXSelfEmployed
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeXAddressChange
Exempt PFXExemptPF
FMV Assets EOY6107994FMVAssetsEOY
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 Expnss89132InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm89132InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss50452DividendsRevAndExpnss
Dividends Net Invst Incm50452DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss444761NetGainSaleAssetsRevAndExpnss
Gross Sales Price4696456GrossSalesPrice
Capital Gain Net Incm Net Invst Incm444761CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses584345TotalRevenueAndExpenses
Total Net Investment Income584345TotalNetInvestmentIncome
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 Expnss50025OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm43875OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps6150OtherProfFeesDsbrsChrtblPrps
Taxes Rev And Expnss1874TaxesRevAndExpnss
Taxes Net Invst Incm1874TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss51899TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm45749TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps6150TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss426800ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps426800ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss478699TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm45749TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps432950TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses105646ExcessOfRevenueOverExpenses
Net Investment Income538596NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY442664SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY505497SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV505497SavingsAndTempCashInvstEOYFMV
Investments Govt Oblig BOY1353305InvestmentsGovtObligBOY
Investments Govt Oblig EOY200517InvestmentsGovtObligEOY
Investments Govt Oblig EOYFMV200621InvestmentsGovtObligEOYFMV
Investments Corp Stock BOY3507895InvestmentsCorpStockBOY
Investments Corp Stock EOY3457974InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV3626068InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY459473InvestmentsCorpBondsBOY
Investments Corp Bonds EOY1509763InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV1562405InvestmentsCorpBondsEOYFMV
Investments Other BOY0InvestmentsOtherBOY
Investments Other EOY200232InvestmentsOtherEOY
Investments Other EOYFMV213403InvestmentsOtherEOYFMV
Total Assets BOY5763337TotalAssetsBOY
Total Assets EOY5873983TotalAssetsEOY
Total Assets EOYFMV6107994TotalAssetsEOYFMV
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 BOY0RetainedEarningsBOY
Retained Earnings EOY110646RetainedEarningsEOY
Total Net Assets BOY5763337TotalNetAssetsBOY
Total Net Assets EOY5873983TotalNetAssetsEOY
Total Liabilities Net Assets BOY5763337TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY5873983TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY5763337TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses105646ExcessOfRevenueOverExpenses
Other Increases5000OtherIncreases
Subtotal5873983Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY5873983TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)

Description Of AssetDescriptionOfAssetGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
LOWRY HILL INVESTMENT A/C10153861061736-46350-46350
LOWRY HILL INVESTMENT A/C27855952329910455685455685
EVERCORE WEALTH MANAGEMENT INVESTMENT A/C147356184348-36992-36992
EVERCORE WEALTH MANAGEMENT INVESTMENT A/C7481196757017241872418
FieldValueIRS element (for citing)
Capital Gain Net Income444761CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year1389060QualifyingDistributionsYear1
Noncharitable Assets Year16570888NoncharitableAssetsYear1
Distribution Ratio Year10.059210DistributionRatioYear1
Qualifying Distributions Year2438476QualifyingDistributionsYear2
Noncharitable Assets Year26327330NoncharitableAssetsYear2
Distribution Ratio Year20.069299DistributionRatioYear2
Qualifying Distributions Year3495462QualifyingDistributionsYear3
Noncharitable Assets Year36030308NoncharitableAssetsYear3
Distribution Ratio Year30.082162DistributionRatioYear3
Qualifying Distributions Year4447542QualifyingDistributionsYear4
Noncharitable Assets Year48279631NoncharitableAssetsYear4
Distribution Ratio Year40.054053DistributionRatioYear4
Qualifying Distributions Year5406710QualifyingDistributionsYear5
Noncharitable Assets Year58326770NoncharitableAssetsYear5
Distribution Ratio Year50.048844DistributionRatioYear5
Total Distribution Ratio0.313568TotalDistributionRatio
Average Distribution Ratio0.062714AverageDistributionRatio
Net Noncharitable Assets6283665NetNoncharitableAssets
Adjusted Noncharitable Assets394074AdjustedNoncharitableAssets
One Percent Net Investment Income5386OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One399460AdjNonchrtblAssetsAndOnePct
Qualifying Distributions432950QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax5386InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal5386Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income5386TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment6096EstTaxPaymentsAndOverpayment
Total Credits And Payments6096TotalCreditsAndPayments
Overpayment710Overpayment
Amount Credited To Next Year710AmountCreditedToNextYear
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
THOMAS D WRIGHT
90 S 7TH STREET SUITE 5300MINNEAPOLISMN55402SECRETARY/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 Securities4751306AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances1628049AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets6379355TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets6379355AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable95690CashDeemedCharitable
Net Noncharitable Assets6283665NetNoncharitableAssets
Minimum Investment Return314183MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return314183MinimumInvestmentReturn
Tax Based On Investment Income5386TaxBasedOnInvestmentIncome
Total Tax5386TotalTax
Distributable Amount Before Adj308797DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded308797DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted308797DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions432950ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions432950QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm5386OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions427564AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted308797DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year438124ExcessDistriCarryoverYear4
Excess Distri Carryover Year3197323ExcessDistriCarryoverYear3
Excess Distri Carryover Year2124603ExcessDistriCarryoverYear2
Excess Distri Carryover Year164610ExcessDistriCarryoverYear1
Total Excess Distri Carryover424660TotalExcessDistriCarryover
Qualifying Distributions432950QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year308797AppliedToCurrentYear
Remaining Distri From Corpus124153RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus548813TotalCorpus
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 Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year548813ExcessDistriCyovToNextYear
Excess From Year438124ExcessFromYear4
Excess From Year3197323ExcessFromYear3
Excess From Year2124603ExcessFromYear2
Excess From Year164610ExcessFromYear1
Excess From Current Year124153ExcessFromCurrentYear

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 (68 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodePurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
UNITED WAY OF ALLEN COUNTY
334 EAST BERRY STREETFORT WAYNEIN46802GENERAL SUPPORT$21,000
EAST WAYNE STREET CENTER
825 FRANCIS STREETFORT WAYNEIN46803GENERAL SUPPORT$42,000
ACRES INC
1802 CHAPMAN ROADHUNTERTOWNIN46748GENERAL SUPPORT$5,000
ARTS UNITED
300 EAST MAIN STREETFORT WAYNEIN46802GENERAL SUPPORT$20,000
IVY TECH COMMUNITY COLLEGE
3800 N ANTHONY BLVDFORT WAYNEIN46803CAPITAL CAMPAIGN$10,000
CYSTIC FIBROSIS FOUNDATION
1261 WEST 86TH STREET SUITE E-2INDIANAPOLISIN46260GENERAL SUPPORT$500
FORT WAYNE MUSEUM OF ART
311 EAST MAIN STREETFORT WAYNEIN46802GENERAL SUPPORT$30,000
THE GILEAD HOUSE
4031 S WEBSTER STREETKOKOMOIN469026911GENERAL SUPPORT$4,000
EARLY CHILDHOOD ALLIANCE
3320 FAIRFIELD AVENUEFORT WAYNEIN468071821GENERAL SUPPORT$3,000
FRIENDS OF THE LIBRARY
PO BOX 2270FORT WAYNEIN46802GENERAL SUPPORT$4,000
BOY SCOUTS OF AMERICA
8315 WEST JEFFERSON BLVDFORT WAYNEIN46804GENERAL SUPPORT$2,500
FORT WAYNE CHILDREN'S CHOIR
2101 E COLISEUM BLVDFORT WAYNEIN46805GENERAL SUPPORT$4,000
YWCA NORTHEAST INDIANA INC
1610 SPY RUN AVENUEFORT WAYNEIN46805GENERAL SUPPORT$15,500
ERIN'S HOUSE
3811 ILLINOIS ROAD 205FORT WAYNEIN46804GENERAL SUPPORT$3,000
ALLEN COUNTY COURTHOUSE
715 SOUTH CALHOUN ROOM 300FORT WAYNEIN46802GENERAL SUPPORT$1,000
DSANI-DOWN'S SYNDROME ASSOCIATION OF NE INDIANA
PO BOX 13611FORT WAYNEIN46865GENERAL SUPPORT$1,000
EMBASSY THEATER
125 WEST JEFFERSON BLVDFORT WAYNEIN46802GENERAL SUPPORT$2,000
FELLOWSHIP OF CHRISTIAN ATHLETES
576 GEIGER DRIVE SUITE BROANOKEIN46783GENERAL SUPPORT$2,000
THE LEAGUE FOR THE BLIND AND DISABLED
5821 S ANTHONY BLVDFORT WAYNEIN46816GENERAL SUPPORT$4,000
ONE CHURCH ONE OFFENDER INC
111 W COLUMBIA STREET 200FORT WAYNEIN468021710GENERAL SUPPORT$3,000
UNITY PERFORMING ARTS FOUNDATION
2101 E COLISEUM BLVDFORT WAYNEIN468051445GENERAL SUPPORT$10,000
ALZHEIMERS ASSOCIATION
6324 CONSTITUTION DRIVEFORT WAYNEIN46804GENERAL SUPPORT$5,800
FRIENDS OF THE PARKS
PO BOX 9303FORT WAYNEIN46899GENERAL SUPPORT$1,000
FORT WAYNE URBAN LEAGUE INC
2135 S HANNA ST 3FORT WAYNEIN46803GENERAL SUPPORT$2,000
YMCA
1117 SOUTH CLINTON STREETFORT WAYNEIN468023129GENERAL SUPPORT$1,000
PARKINSON'S ACTION NETWORK
1025 VERMONT AVENUE NW 1120WASHINGTONDC20005GENERAL SUPPORT$20,000
WHITE'S RES & FAMILY SERVICES
11809 LIMA ROADFORT WAYNEIN46818GENERAL SUPPORT$10,000
PBJ CONNECTIONS
9800 JUG STREET ROAD NWPATASKALAOH43062GENERAL SUPPORT$2,500
ARTLINK
300 EAST MAIN STREETFORT WAYNEIN46802GENERAL SUPPORT$2,000
ALLEN COUNTY PUBLIC LIBRARY-NEIRRS
7615 DISALLE BLVDFORT WAYNEIN46825GENERAL SUPPORT$1,000
AUDIENCES UNLIMITED
227 E WASHINGTON BLVD SUITE 301FORT WAYNEIN46802GENERAL SUPPORT$2,000
RESCUE MINISTRIES
301 W SUPERIOR STREETFORT WAYNEIN46802GENERAL SUPPORT$10,000
HEADWATERS PARK ALLIANCE
10 W BERRY STREET SUITE 1600FORT WAYNEIN468022368GENERAL SUPPORT$2,500
MATTHEW 25
413 EAST JEFFERSON BLVDFORT WAYNEIN46802GENERAL SUPPORT$5,000
LOVE CHAPEL
311 CENTER STREETCOLUMBUSIN47201GENERAL SUPPORT$2,000
MENTAL HEALTH AMERICA IN ALLEN COUNTY
227 E WASHINGTON BLVD SUITE 300FORT WAYNEIN468023132GENERAL SUPPORT$5,000
C2G MUSIC HALL
323 WEST BAKER STREETFORT WAYNEIN46802GENERAL SUPPORT$5,000
PBS 39-WFWA
2501 EAST COLISEUM BLVDFORT WAYNEIN468051562GENERAL SUPPORT$5,000
COMMUNITY HARVEST FOOD BANK
999 EAST TILLMAN ROADFORT WAYNEIN46816GENERAL SUPPORT$15,000
AIDS TASK FORCE INC
525 OXFORD STREETFORT WAYNEIN468064177GENERAL SUPPORT$1,500
CCCS OF NORTHEAST INDIANA
4105 WEST JEFFERSON BLVDFORT WAYNEIN46804GENERAL SUPPORT$6,000
LITTLE RIVER WETLANDS PROJECTS
2403 FAIROAK DRIVEFORT WAYNEIN46809GENERAL SUPPORT$5,000
ACRES LAND TRUST
1802 CHAPMAN ROADHUNTERTOWNIN46748GENERAL SUPPORT$5,000
HOMEBOUND MEALS
611 WEST BERRY STREETFORT WAYNEIN46802GENERAL SUPPORT$2,500
BRIDGES OUTREACH
PO BOX 1186KOKOMOIN46903GENERAL SUPPORT$5,000
ACACIA ACADEMY
830 SOUTH MAIN STREETKOKOMOIN46901GENERAL SUPPORT$1,000
CAM
210 NORTH MARKETKOKOMOIN46903GENERAL SUPPORT$1,500
SALVATION ARMY
1101 S WAUGH STKOKOMOIN46902GENERAL SUPPORT$1,000
FORT WAYNE HABITAT FOR HUMANITY
629 EAST WASHINGTON BLVDFORT WAYNEIN468023213GENERAL SUPPORT$10,000
LEADERSHIP FORT WAYNE
904 SOUTH CALHOUN STREETFORT WAYNEIN46802GENERAL SUPPORT$1,000
GIRL SCOUTS OF NORTHERN INDIANA MICHIGAN
10008 DUPONT CIRCLE DRIVE EASTFORT WAYNEIN46825GENERAL SUPPORT$5,000
HEARTLAND CHAMBER CHORALE
2701 SPRING STREET NC122FORT WAYNEIN46808GENERAL SUPPORT$2,000
FORT WAYNE PARK FOUNDATION
705 E STATE BLVDFORT WAYNEIN46805GENERAL SUPPORT$5,000
CHILDREN'S HOPE HOUSE
7922 WEST JEFFERSON BLVDFORT WAYNEIN46804GENERAL SUPPORT$2,000
UNITED WAY OF BARTHOLOMEW COUNTY
1531 13TH ST 1100COLUMBUSIN47201GENERAL SUPPORT$5,000
HISTORY CENTER
302 EAST BERRY STREETFORT WAYNEIN46802GENERAL SUPPORT$1,000
VINCENT VILLAGE
2827 HOLTON AVENUEFORT WAYNEIN46806GENERAL SUPPORT$10,000
SUPER SHOT INC
1 CANAL PLACEFORT WAYNEIN46802GENERAL SUPPORT$2,500
BOYS AND GIRLS CLUB OF FORT WAYNE
3005 MC CORMICK AVENUEFORT WAYNEIN46803GENERAL SUPPORT$13,000
ALLEN COUNTY EDUCATION PARTNERSHIP
709 CLAY ST 101FORT WAYNEIN46802GENERAL SUPPORT$2,000
COMMUNITY TRANSPORTATION NETWORK
227 E WASHINGTON BLVD 104FORT WAYNEIN46802GENERAL SUPPORT$5,000
THE LITERACY ALLIANCE
709 CLAY ST 100FORT WAYNEIN46802GENERAL SUPPORT$2,500
NATURE CONSERVANCY OF INDIANA
620 EAST OHIO STREETINDIANAPOLISIN46202GENERAL SUPPORT$7,500
TURNSTONE CENTER FOR CHILDREN AND ADULTS
3320 NORTH CLINTON STREETFORT WAYNEIN46805GENERAL SUPPORT$15,000
WBNI PUBLIC RADIO
3204 CLAIRMONT COURTFORT WAYNEIN46808GENERAL SUPPORT$5,000
JUNIOR ACHIEVEMENT
601 NOBLE DRIVEFORT WAYNEIN46825GENERAL SUPPORT$17,000
CYSTIC FIBROSIS FOUNDATION
7616 WEST COOK ROADFORT WAYNEIN46818GENERAL SUPPORT$500
FORT WAYNE PHILHARMONIC
4901 FULLER DRIVEFORT WAYNEIN46835GENERAL SUPPORT$3,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year426800TotGrantOrContriPaidDuringYear
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$89,132ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$50,452ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$444,761ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$584,345ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA584345TotalPartXVIA

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 Value1509763EOYBookValue
EOYFMV1562405EOYFMV

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

FieldValueIRS element (for citing)
Name Of StockINVESTMENTS-CORPORATE STOCKNameOfStock
EOY Book Value3457974EOYBookValue
EOYFMV3626068EOYFMV

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Securities EOY Book Value200517USGovtSecuritiesEOYBookValue
US Govt Securities EOYFMV200621USGovtSecuritiesEOYFMV
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 Value200232BookValue
EOYFMV213403EOYFMV

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

FieldValueIRS element (for citing)
DescriptionLOAN REPAYMENTDescription
Amount$5,000Amount

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees (3 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
PROFESSIONAL FEES$6,15006150
INVESTMENT MANAGEMENT FEES$43,769437690
MISCELLANEOUS$1061060

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategory
Amount$1,874Amount
Net Investment Income1874NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

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