ENGLISH-BONTER-MITCHELL FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ENGLISH-BONTER-MITCHELL FOUNDATION (EIN 35-6247168)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-04-29
- IRS object ID
- 201211209349100051
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-04-29T13:29:59-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 356247168 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ENGLISH-BONTER-MITCHELL FDN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ENGL | NameControl |
| Phone | 2162574699 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 94651 | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 44101 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JACKLYNN ANN BARRAS | Name |
| Title | TAX DIRECTOR | Title |
| Phone | 2162574699 | Phone |
| Date Signed | 2012-04-27 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 111553655 | FMVAssetsEOY |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 3167544 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 3167544 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 3203487 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 35475812 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 3203487 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 0 | NetSTCGAdjNetIncm |
| Other Income Rev And Expnss | 11117 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 11117 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 6382148 | TotalRevenueAndExpenses |
| Total Net Investment Income | 6382148 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 675815 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 337907 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 337907 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Net Invst Incm | 0 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Adj Net Incm | 0 | OthEmplSlrsWgsAdjNetIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 0 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Net Invst Incm | 0 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Adj Net Incm | 0 | PensionEmplBnftAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 700 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 700 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 179491 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 34247 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 0 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Adj Net Incm | 0 | TravConfMeetingAdjNetIncm |
| Printing And Pub Net Invst Incm | 0 | PrintingAndPubNetInvstIncm |
| Printing And Pub Adj Net Incm | 0 | PrintingAndPubAdjNetIncm |
| Other Expenses Rev And Expnss | 13902 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 13902 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 869908 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 372154 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 352509 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 5121500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 5121500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 5991408 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 372154 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 5474009 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 390740 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 6009994 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 2995162 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 4488283 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 4488283 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable EOY | 0 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 0 | AccountsReceivableEOYFMV |
| Allwnc For Dbtfl Acct Other Rcvbl | 0 | AllwncForDbtflAcctOtherRcvbl |
| Investments Govt Oblig BOY | 6971694 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 6971694 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 7913087 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 59559261 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 63720883 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 69527741 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 32219436 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 26220337 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 27719651 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 1353375 | InvestmentsOtherBOY |
| Investments Other EOY | 2094967 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1837917 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 66976 | OtherAssetsBOY |
| Other Assets EOY | 66976 | OtherAssetsEOY |
| Other Assets EOYFMV | 66976 | OtherAssetsEOYFMV |
| Total Assets BOY | 103165904 | TotalAssetsBOY |
| Total Assets EOY | 103563140 | TotalAssetsEOY |
| Total Assets EOYFMV | 111553655 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 103165904 | CapitalStockBOY |
| Capital Stock EOY | 103563140 | CapitalStockEOY |
| Total Net Assets BOY | 103165904 | TotalNetAssetsBOY |
| Total Net Assets EOY | 103563140 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 103165904 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 103563140 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 103165904 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 390740 | ExcessOfRevenueOverExpenses |
| Other Increases | 27859 | OtherIncreases |
| Subtotal | 103584503 | Subtotal |
| Other Decreases | 21363 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 103563140 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (93 entries)
| Description Of AssetDescriptionOfAsset | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Date AcquiredDateAcquired | How AcquiredHowAcquired |
|---|---|---|---|---|---|---|---|
| 410000. BANK OF AMERICA CORP DTD 01-23-01 7.40% DUE 01-15-11 | 2011-01-15 | 410000 | 476043 | -66043 | -66043 | ||
| 4996.47 FEDERAL NATL MTG ASSN POOL 747528 | 2011-01-31 | 4996 | 4940 | 56 | 56 | 2003-10-10 | |
| 22500. AMERICAN ELEC PWR INC COM | 2011-02-01 | 801588 | 809078 | -7490 | -7490 | ||
| 4250. APACHE CORP COM | 2011-02-01 | 502881 | 421832 | 81049 | 81049 | 2009-12-15 | |
| 6850. ROCKWELL INTL CORP NEW COM | 2011-02-01 | 561130 | 350308 | 210822 | 210822 | 2010-07-08 | |
| 7500. 3M COMPANY COM | 2011-02-01 | 659405 | 616773 | 42632 | 42632 | 2010-03-17 | |
| 280000. WELLS FARGO & CO SUB NTS DTD 2-06-2001 6.450% DUE 2-01-2011 | 2011-02-01 | 280000 | 305080 | -25080 | -25080 | 2002-08-22 | |
| 5466.03 FEDERAL NATL MTG ASSN POOL 747528 | 2011-02-28 | 5466 | 5405 | 61 | 61 | 2003-10-10 | |
| 13000. ABBOTT LABS COM | 2011-03-04 | 631593 | 664481 | -32888 | -32888 | 2008-11-26 | |
| 6000. CELGENE CORP COM | 2011-03-04 | 323820 | 310919 | 12901 | 12901 | 2008-11-26 | |
| 45000. CISCO SYS INC COM | 2011-03-04 | 822886 | 1066307 | -243421 | -243421 | 2004-06-15 | |
| 13551. FORD MTR CO DEL COM PAR $0.01 | 2011-03-04 | 194053 | 154075 | 39978 | 39978 | 2010-01-27 | |
| 5350. NIKE INC CL B | 2011-03-04 | 478592 | 303245 | 175347 | 175347 | 2008-11-03 | |
| 2000. OCCIDENTAL PETE CORP COM | 2011-03-04 | 203597 | 100089 | 103508 | 103508 | 2006-11-30 | |
| 12200. PEPSICO INC COM | 2011-03-04 | 772179 | 672089 | 100090 | 100090 | 2004-06-15 | |
| 6000. ROCKWELL INTL CORP NEW COM | 2011-03-04 | 522859 | 306839 | 216020 | 216020 | 2010-07-08 | |
| 550000. COCA-COLA CO NT DTD 03-26-01 5.75% DUE 03-15-11 | 2011-03-15 | 550000 | 531328 | 18672 | 18672 | 2001-06-29 | |
| 1000000. FEDERAL NATL MTG ASSN DEB | 2011-03-15 | 1000000 | 1052738 | -52738 | -52738 | 2005-07-21 | |
| 3821.46 FEDERAL NATL MTG ASSN POOL 747528 | 2011-03-31 | 3821 | 3778 | 43 | 43 | 2003-10-10 | |
| 1875. AMAZON.COM INC COM | 2011-04-05 | 346268 | 247979 | 98289 | 98289 | 2010-03-17 | |
| 12600. AMGEN INC COM | 2011-04-05 | 682035 | 693619 | -11584 | -11584 | 2004-06-15 | |
| 27100. CISCO SYS INC COM | 2011-04-05 | 468859 | 594623 | -125764 | -125764 | ||
| 5000. DEERE & CO COM | 2011-04-05 | 491196 | 221044 | 270152 | 270152 | 2006-11-13 | |
| 10000. FORD MTR CO DEL COM PAR $0.01 | 2011-04-05 | 157397 | 113700 | 43697 | 43697 | 2010-01-27 | |
| 10000. HOME DEPOT INC COM | 2011-04-05 | 375970 | 227793 | 148177 | 148177 | 2008-11-03 | |
| 3775. J P MORGAN CHASE & CO COM | 2011-04-05 | 175912 | 142204 | 33708 | 33708 | 2010-07-08 | |
| 2900. J P MORGAN CHASE & CO COM | 2011-04-05 | 135138 | 114210 | 20928 | 20928 | 2004-09-20 | |
| 23400. MICROSOFT CORP COM | 2011-04-05 | 604567 | 880462 | -275895 | -275895 | ||
| 11000. NEWFIELD EXPL CO COM | 2011-04-05 | 835318 | 765938 | 69380 | 69380 | 2010-12-02 | |
| 700000. PEPSICO INC SR NTS | 2011-04-05 | 734538 | 693140 | 41398 | 41398 | 2007-07-02 | |
| 11750. TEVA PHARMA INDS ADR 1 ADR REPRESENTS 10 SHS | 2011-04-05 | 594318 | 501202 | 93116 | 93116 | 2006-01-31 | |
| 5112.53 FEDERAL NATL MTG ASSN POOL 747528 | 2011-04-30 | 5113 | 5055 | 58 | 58 | 2003-10-10 | |
| 8645. COLGATE PALMOLIVE CO COM | 2011-05-02 | 728736 | 386831 | 341905 | 341905 | 2004-10-05 | |
| 13725. GENERAL MILLS INC COM | 2011-05-02 | 535575 | 504119 | 31456 | 31456 | 2010-07-08 | |
| 10000. PEPSICO INC COM | 2011-05-02 | 692027 | 523918 | 168109 | 168109 | ||
| 3530. AT&T INC | 2011-05-06 | 110452 | 107744 | 2708 | 2708 | 2008-08-07 | |
| 775. AMAZON.COM INC COM | 2011-05-06 | 153609 | 101254 | 52355 | 52355 | 2010-05-18 | |
| 1225. AMAZON.COM INC COM | 2011-05-06 | 242802 | 162013 | 80789 | 80789 | 2010-03-17 | |
| 15600. HOME DEPOT INC COM | 2011-05-06 | 577740 | 355357 | 222383 | 222383 | 2008-11-03 | |
| 1400. ISHARES TR RUSSELL 2000 VALUE INDEX FD | 2011-05-06 | 104425 | 94809 | 9616 | 9616 | 2008-08-07 | |
| 1100. ISHARES TR RUSSELL 2000 GROWTH | 2011-05-06 | 104861 | 86491 | 18370 | 18370 | 2008-08-07 | |
| 9330. NORTHEAST UTILS COM | 2011-05-06 | 331942 | 314442 | 17500 | 17500 | 2011-02-01 | |
| .5 CITIGROUP INC | 2011-05-26 | 20 | 20 | 2010-05-18 | |||
| 4800. DEERE & CO COM | 2011-05-27 | 411448 | 178041 | 233407 | 233407 | ||
| 26449. FORD MTR CO DEL COM PAR $0.01 | 2011-05-27 | 381940 | 300725 | 81215 | 81215 | 2010-01-27 | |
| 4475. GOLDMAN SACHS GROUP INC COM | 2011-05-27 | 612213 | 403937 | 208276 | 208276 | ||
| 8050. ISHARES TR RUSSELL 2000 VALUE INDEX FD | 2011-05-27 | 595790 | 539184 | 56606 | 56606 | ||
| 10000. MCDONALDS CORP COM | 2011-05-27 | 817286 | 600683 | 216603 | 216603 | 2009-06-04 | |
| 28000. MICROSOFT CORP COM | 2011-05-27 | 690472 | 770595 | -80123 | -80123 | ||
| 2000. OCCIDENTAL PETE CORP COM | 2011-05-27 | 214696 | 100089 | 114607 | 114607 | 2006-11-30 | |
| 20500. STARBUCKS CORP COM | 2011-05-27 | 742738 | 555505 | 187233 | 187233 | 2010-05-18 | |
| 6275. ACE LIMITED ISIN CH0044328745 SEDOL B3BQMF6 | 2011-05-27 | 425382 | 302204 | 123178 | 123178 | ||
| 3063.46 FEDERAL NATL MTG ASSN POOL 747528 | 2011-05-31 | 3063 | 3029 | 34 | 34 | 2003-10-10 | |
| 800000. BEAR STEARNS GLOBAL EQUITY NOTE 20% BUFFER; 120.5% PARTICIPATI | 2011-06-27 | 800000 | 800000 | 2007-06-22 | |||
| 6004.3 FEDERAL NATL MTG ASSN POOL 747528 | 2011-06-30 | 6004 | 5937 | 67 | 67 | 2003-10-10 | |
| 12000. PRICE T ROWE GROUP INC COM | 2011-06-30 | 721696 | 560329 | 161367 | 161367 | 2010-07-08 | |
| 18500. WALGREEN CO COM | 2011-06-30 | 780776 | 780008 | 768 | 768 | 2011-03-04 | |
| 4956.55 FEDERAL NATL MTG ASSN POOL 747528 | 2011-07-31 | 4957 | 4901 | 56 | 56 | 2003-10-10 | |
| 4823.03 FEDERAL NATL MTG ASSN POOL 747528 | 2011-08-31 | 4823 | 4769 | 54 | 54 | 2003-10-10 | |
| 2436. ALLERGAN INC COM | 2011-09-26 | 201122 | 144935 | 56187 | 56187 | 2006-11-28 | |
| 4000. APACHE CORP COM | 2011-09-26 | 340138 | 397019 | -56881 | -56881 | 2009-12-15 | |
| 6670. DEERE & CO COM | 2011-09-26 | 453042 | 239968 | 213074 | 213074 | 2006-01-31 | |
| 19830. DISNEY WALT CO COM | 2011-09-26 | 599858 | 859631 | -259773 | -259773 | 2011-05-06 | |
| 23573.201 HARDING LOEVNER EMERGING MARKETS PORTOFLIO FUND | 2011-09-26 | 950000 | 1051987 | -101987 | -101987 | ||
| 5900. HESS CORPORATION | 2011-09-26 | 314734 | 511561 | -196827 | -196827 | 2011-04-05 | |
| 8900. HEWLETT PACKARD CO COM | 2011-09-26 | 200421 | 402191 | -201770 | -201770 | 2010-07-08 | |
| 7000. HEWLETT PACKARD CO COM | 2011-09-26 | 157635 | 296342 | -138707 | -138707 | 2011-03-04 | |
| 1625. JOHNSON & JOHNSON COM | 2011-09-26 | 101612 | 98298 | 3314 | 3314 | 2009-09-14 | |
| 10000. OCCIDENTAL PETE CORP COM | 2011-09-26 | 759882 | 500443 | 259439 | 259439 | 2006-11-30 | |
| 1660. SHIRE PHARMACEUTICAL GROUP SPONSORED ADR | 2011-09-26 | 152996 | 146825 | 6171 | 6171 | 2011-04-05 | |
| 15000. TEXAS INSTRS INC COM | 2011-09-26 | 408165 | 523161 | -114996 | -114996 | 2011-04-05 | |
| 11000. COOPER INDUSTRIES PLC SEDOL B40K911 ISIN IE00B40K9117 | 2011-09-26 | 522476 | 692504 | -170028 | -170028 | 2011-02-01 | |
| 6500. CORE LABORATORIES N V COM | 2011-09-26 | 654972 | 558832 | 96140 | 96140 | 2010-09-16 | |
| 150000. CREDIT SUISSE GLOBAL EQUITY NOTE 20% BUFFER; 110% PARTICIPATIO | 2011-09-27 | 144978 | 150000 | -5022 | -5022 | 2007-09-21 | |
| 4730.46 FEDERAL NATL MTG ASSN POOL 747528 | 2011-09-30 | 4730 | 4677 | 53 | 53 | 2003-10-10 | |
| 5980. DEERE & CO COM | 2011-10-13 | 421646 | 215144 | 206502 | 206502 | 2006-01-31 | |
| 15300. VIACOM INC | 2011-10-13 | 646246 | 611149 | 35097 | 35097 | 2010-12-02 | |
| 485000. HOUSEHOLD FINANCE CO DTD 10-23-01 6.375% DUE 10-15-11 | 2011-10-15 | 485000 | 489244 | -4244 | -4244 | 2002-11-21 | |
| 4798.13 FEDERAL NATL MTG ASSN POOL 747528 | 2011-10-31 | 4798 | 4744 | 54 | 54 | 2003-10-10 | |
| 300000. SBC COMMUNICATION NTS DTD 02-01-02 5.875% DUE 02-01-12 | 2011-11-28 | 302973 | 301746 | 1227 | 1227 | ||
| 4664.45 FEDERAL NATL MTG ASSN POOL 747528 | 2011-11-30 | 4664 | 4612 | 52 | 52 | 2003-10-10 | |
| 375. APPLE COMPUTER INC COM | 2011-12-21 | 147445 | 149882 | -2437 | -2437 | 2011-09-26 | |
| 1225. DOLLAR TREE INC | 2011-12-21 | 101186 | 81524 | 19662 | 19662 | 2011-06-30 | |
| 4700. J P MORGAN CHASE & CO COM | 2011-12-21 | 150257 | 177049 | -26792 | -26792 | 2010-07-08 | |
| 3150. MACY'S INC | 2011-12-21 | 99633 | 90700 | 8933 | 8933 | 2011-05-27 | |
| 5765. MICROSOFT CORP COM | 2011-12-21 | 146511 | 152359 | -5848 | -5848 | 2002-12-30 | |
| 7600. PPG INDS INC COM | 2011-12-21 | 615643 | 510910 | 104733 | 104733 | ||
| 1850. QUALCOMM INC COM | 2011-12-21 | 97956 | 79236 | 18720 | 18720 | 2007-06-15 | |
| 11000. TIFFANY & CO NEW COM | 2011-12-21 | 701128 | 683144 | 17984 | 17984 | 2011-03-04 | |
| 2000. UNITEDHEALTH GROUP INC COM | 2011-12-21 | 99698 | 90356 | 9342 | 9342 | 2011-04-05 | |
| 2550. WAL MART STORES INC COM | 2011-12-21 | 151137 | 145059 | 6078 | 6078 | 2004-06-15 | |
| 3886.34 FEDERAL NATL MTG ASSN POOL 747528 | 2011-12-31 | 3886 | 3843 | 43 | 43 | 2003-10-10 | |
| CAPITAL GAIN DIVIDENDS | 2968 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 3203487 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 4891319 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 108933590 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.044902 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 6108574 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 100968293 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.0605 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 6443326 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 122287052 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.05269 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 6412833 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 139018429 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.046129 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 6028471 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 127771068 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.047182 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.251403 | TotalDistributionRatio |
| Average Distribution Ratio | 0.050281 | AverageDistributionRatio |
| Net Noncharitable Assets | 114774594 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 5770981 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 60100 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 5831081 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 5474009 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 120200 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 120200 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 120200 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 86600 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 0 | TaxPaidWithExtension |
| Total Credits And Payments | 86600 | TotalCreditsAndPayments |
| Penalty For Underpayment | 0 | PenaltyForUnderpayment |
| Tax Due | 33600 | TaxDue |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | IN | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC BANK | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2162574699 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 94651 | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 441014651 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | true | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | true | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | PNC BANK NA | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 94651 | AddressLine1 |
| City | CLEVELAND OH | City |
| State | OH | State |
| ZIP Code | 441014651 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | Title |
| Avg Hours Per Wk Devoted To Position | 50 | AvgHoursPerWkDevotedToPosition |
| Compensation | 675815 | Compensation |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Charitable Acty | SummaryOfDirectCharitableActy | |
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 116522430 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 116522430 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 116522430 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1747836 | CashDeemedCharitable |
| Net Noncharitable Assets | 114774594 | NetNoncharitableAssets |
| Minimum Investment Return | 5738730 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 5738730 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 120200 | TaxBasedOnInvestmentIncome |
| Total Tax | 120200 | TotalTax |
| Distributable Amount Before Adj | 5618530 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 5618530 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 5618530 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 5474009 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 5474009 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 5474009 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 5618530 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 5116890 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 0 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 0 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 0 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 0 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 0 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 5474009 | QualifyingDistributions |
| Applied To Year1 | 5116890 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 357119 | 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 | 5261411 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 0 | ExcessFromYear4 |
| Excess From Year3 | 0 | ExcessFromYear3 |
| Excess From Year2 | 0 | ExcessFromYear2 |
| Excess From Year1 | 0 | ExcessFromYear1 |
| Excess From Current Year | 0 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (104 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2 | Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|---|
| FORT WAYNE URBAN LEAGUE | ||||||||
| JONATHAN RAY EXECUTIVE DIRECTOR | 2135 SOUTH HANNA STREET | FORT WAYNE | IN | 46803 | NONE | PUBLIC | GENERAL SUPPORT | $50,000 |
| UNITED HISPANIC-AMERICANS INC | ||||||||
| ROSA GERRA EXECUTIVE DIRECTOR | 2424 FAIRFIELD AVENUE | FORT WAYNE | IN | 46807 | NONE | PUBLIC | GENERAL SUPPORT | $30,000 |
| UNITED WAY OF ALLEN COUNTY INC | ||||||||
| JERRY PETERSON PRESIDENT/CEO | 334 E BERRY ST PO BOX 11784 | FORT WAYNE | IN | 46802 | NONE | PUBLIC | GENERAL SUPPORT | $140,000 |
| JUNIOR ACHIEVEMENT INC | ||||||||
| LENA YARIAN PRESIDENT | 601 NOBLE DRIVE | FORT WAYNE | IN | 46825 | NONE | PUBLIC | GENERAL SUPPORT | $160,000 |
| AIDS TASK FORCE INC | ||||||||
| GREGORY MANIFOLD EXEC DIRECTOR | 525 OXFORD STREET | FORT WAYNE | IN | 46806 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 |
| ALLEN COUNTY EDUCATION PARTNERSHIP | ||||||||
| BRIAN WHITE EXECUTOR DIRECTOR | 709 CLAY ST STE 101 | FORT WAYNE | IN | 46802 | NONE | PUBLIC | GENERAL SUPPORT | $60,000 |
| ALLLEN COUNTY - FORT WAYNE | ||||||||
| HISTORICAL SOCIETY INC | 302 EAST BERRY STREET | FORT WAYNE | IN | 46802 | NONE | PUBLIC | GENERAL SUPPORT | $136,000 |
| AUDIENCES UNLIMITED INC | ||||||||
| LILLIAM EMBICK EXECUTIVE DIRECTOR | 227 E WASHINGTON BLVD RM 301 | FORT WAYNE | IN | 46802 | NONE | PUBLIC | GENERAL SUPPORT | $12,000 |
| BIG BROTHERSBIG SISTERS | ||||||||
| OF NORTHEAST INDIANA INC | 2439 FAIRFIELD AVENU | FORT WAYNE | IN | 46807 | NONE | PUBLIC | GENERAL SUPPORT | $42,000 |
| BOY SCOUTS OF AMERICA | ||||||||
| ANTHONY WAYNE AREA COUNCIL | 8315 W JEFFERSON BLVD | FORT WAYNE | IN | 468048306 | NONE | PUBLIC | GENERAL SUPPORT | $65,000 |
| ARCH INC | ||||||||
| ANGELA QUINN EXECUTIVE DIRECTOR | 437 E BERRY ST STE 204 | FORT WAYNE | IN | 46802 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 |
| ARTLINK INC | ||||||||
| DEB WASHLER EXECUTIVE DIRECTOR | 437 E BERRY ST STE 202 | FORT WAYNE | IN | 46802 | NONE | PUBLIC | GENERAL SUPPORT | $7,000 |
| ARTS UNITED OF GREATER FORT WAYNE | ||||||||
| JIM SPARROW EXECUTIVE DIRECTOR | 114 E SUPERIOR STREET | FORT WAYNE | IN | 46802 | NONE | PUBLIC | GENERAL SUPPORT | $300,000 |
| ASSOCIATED CHURCHES OF | ||||||||
| FORT WAYNE/ALLEN COUNTY | 602 EAST WAYNE STREET | FORT WAYNE | IN | 46802 | NONE | PUBLIC | GENERAL SUPPORT | $50,000 |
| AUBURN AUTOMOTIVE HERITAGE INC | ||||||||
| LAURA BRINKMAN EXECUTIVE DIRECTOR | 1600 S WAYNE STREET | AUBURN | IN | 46706 | NONE | PUBLIC | GENERAL SUPPORT | $40,000 |
| BOYS & GIRLS CLUB OF FORT WAYNE | ||||||||
| JOE JORDAN EXECUTIVE DIRECTOR | 2609 FAIRFIELD AVENUE | FORT WAYNE | IN | 46807 | NONE | PUBLIC | GENERAL SUPPORT | $85,000 |
| CANCER SERVICES OF ALLEN COUNTY | ||||||||
| DIANNE MAY EXECUTIVE DIRECTOR | 6316 MUTUAL DRIVE | FORT WAYNE | IN | 46285 | NONE | PUBLIC | GENERAL SUPPORT | $105,000 |
| CEDARS HOPE INC | ||||||||
| JODY NORTON EXECUTIVE DIRECTOR | 527 W BERRY STREET | FORT WAYNE | IN | 468022103 | NONE | PUBLIC | GENERAL SUPPORT | $7,500 |
| CENTER FOR NONVIOLENCE INC | ||||||||
| DAWN WITTE FINANCE COORDINATOR | 235 W CREIGHTON | FORT WAYNE | IN | 46807 | NONE | PUBLIC | GENERAL SUPPORT | $15,000 |
| CHILDREN'S HOPE INC | ||||||||
| CINDY ATKINSON EXECUTIVE DIRECTOR | 7922 W JEFFERSON BLVD | FORT WAYNE | IN | 46804 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 |
| UNITED NEGRO COLLEGE FUND | ||||||||
| ANDREA NEELYU IN AREA DEV DIRECTOR | 3737 N MERIDIAN ST STE 203 | INDIANAPOLIS | IN | 46208 | NONE | PUBLIC | GENERAL SUPPORT | $20,000 |
| COME2GO MINISTRIES INC | ||||||||
| REVEREND MARK MINNICK | 323 W BAKER ST PO BOX 10636 | FORT WAYNE | IN | 468530636 | NONE | PUBLIC | GENERAL SUPPORT | $30,000 |
| COMMUNITY HARVEST FOOD BANK | ||||||||
| OF NORTHEAST INDIANA INC | 999 E TILLMAN RD PO BOX 10967 | FORT WAYNE | IN | 46816 | NONE | PUBLIC | GENERAL SUPPORT | $30,000 |
| COMMUNITY TRANSPORTATION NETWORK | ||||||||
| BECKY WEIMERSKIRCH EXEC DIRECTOR | 2701 S COLISEUM BLVD PO BOX 13371 | FORT WAYNE | IN | 46806 | NONE | PUBLIC | GENERAL SUPPORT | $25,000 |
| EAST ALLEN FAMILY RESOURCE CENTER | ||||||||
| SHARON WILSON EXECUTIVE DIRECTOR | 6330 PRIZE STREET | FORT WAYNE | IN | 46803 | NONE | PUBLIC | GENERAL SUPPORT | $8,000 |
| EAST WAYNE STREET CENTER | ||||||||
| ATTN EXECUTIVE DIRECTOR | 801 EAST WAYNE STREET | FORT WAYNE | IN | 46803 | NONE | PUBLIC | GENERAL SUPPORT | $40,000 |
| EASTER SEALS OF ARC OF NE INDIANA | ||||||||
| BILLS ANDREAS EXECUTIVE DIRECTOR | 4919 COLDWATER ROAD | FORT WAYNE | IN | 46825 | NONE | PUBLIC | GENERAL SUPPORT | $45,000 |
| EMBASSY THEATRE FOUNDATION | ||||||||
| KELLY UPDIKE EXECUTIVE DIRECTOR | 125 W JEFFERSON BLVD | FORT WAYNE | IN | 468023012 | NONE | PUBLIC | GENERAL SUPPORT | $120,000 |
| EARLY CHILDHOOD ALLIANCE | ||||||||
| MADELEINE BAKER EXEC DIRECTOR | 3320 FAIRFIELD AVENUE | FORT WAYNE | IN | 46807 | NONE | PUBLIC | GENERAL SUPPORT | $20,000 |
| FAMILY & CHILDREN'S SERVICES INC | ||||||||
| STEPHEN A JARRELL EXEC DIRECTOR | 2712 S CALHOUN STREET | FORT WAYNE | IN | 46807 | NONE | PUBLIC | GENERAL SUPPORT | $15,000 |
| FELLOWSHIP OF CHRISTIAN ATHLETES | ||||||||
| KRAIG CABE N INDIANA DIRECTOR | 576 GEIGER DRIVE | ROANOKE | IN | 46783 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 |
| ERIN'S HOUSE FOR GRIEVING CHILDREN | ||||||||
| DEBBIE MEYER EXEC DIRECTOR | 3811 ILLINOIS ROAD STE 205 | FORT WAYNE | IN | 46804 | NONE | PUBLIC | GENERAL SUPPORT | $15,000 |
| TEACH OUR CHILDREN FUND INC | ||||||||
| DIANA YNGSTROM-BUGGE RESOURCE MGR | 3310 MALLARD COVE LANE | FORT WAYNE | IN | 46804 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 |
| FORT WAYNE CHILDREN'S CHOIR INC | ||||||||
| IPFW RHINEHART MUSIC CENTER | 2101 E COLISEUM BLVD | FORT WAYNE | IN | 468051445 | NONE | PUBLIC | GENERAL SUPPORT | $7,000 |
| FORT WAYNE CIVIC THEATER | ||||||||
| PHILLIP COLGLAZIER EXEC DIRECTOR | 303 E MAIN STREET | FORT WAYNE | IN | 46802 | NONE | PUBLIC | GENERAL SUPPORT | $75,000 |
| FORT WAYNE BALLET INC | ||||||||
| KAREN GIBBONS-BROWN EXEC DIRECTOR | 324 PENN AVENUE | FORT WAYNE | IN | 46805 | NONE | PUBLIC | GENERAL SUPPPORT | $30,000 |
| FORT WAYNE DANCE COLLECTIVE INC | ||||||||
| LIZ NOMMIER ARTISTIC DIRECTOR | 437 E BERRY ST STE 203 | FORT WAYNE | IN | 46802 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 |
| FORT WAYNE MUSEUM OF ART | ||||||||
| CHARLES SHEPARD EXEC DIRECTOR | 311 EAST MAIN STREET | FORT WAYNE | IN | 46802 | NONE | PUBLIC | GENERAL SUPPORT | $190,000 |
| FORT WAYNE CLUBHOUSE INC | ||||||||
| ANDREW WILSON EXECUTIVE DIRECTOR | 3327 LAKE AVENUE | FORT WAYNE | IN | 46805 | NONE | PUBLIC | GENERAL SUPPORT | $35,000 |
| FORT WAYNE WOMEN'S BUREAU INC | ||||||||
| PATRICIA VAN LEUVEN INTERIM COO | 3521 LAKE AVENUE STE 1 | FORT WAYNE | IN | 46805 | NONE | PUBLIC | GENERAL SUPPORT | $20,000 |
| FORT WAYNE YOUTHEATRE INC | ||||||||
| HARVEY COCKS EXECUTIVE DIRECTOR | 303 E MAIN STREEET | FORT WAYNE | IN | 46802 | NONE | PUBLIC | GENERAL SUPPORT | $4,000 |
| FORT WAYNE PUBLIC TELEVISION INC | ||||||||
| BRUCE HAINES PRESIDENT | 2501 E COLISEUM BLVD | FORT WAYNE | IN | 468051562 | NONE | PUBLIC | GENERAL SUPPORT | $25,000 |
| FORT WAYNE RESCUE MISSION | ||||||||
| JIM DANCE PASTORPRESIDENT | 301 SUPERIOR ST PO BOX 11116 | FORT WAYNE | IN | 468551116 | NONE | PUBLIC | GENERAL SUPPORT | $80,000 |
| FORT WAYNE SOCIETY | ||||||||
| OF ST VINCENT DEPAUL INC | 1600 S CALHOUN STREET | FORT WAYNE | IN | 46802 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 |
| GIRL SCOUTS OF N INDIANA-MICHIANA | ||||||||
| SHERRI WEIDMAN EXECUTIVE DIRECTOR | 10008 DUPONT CIRCLE DRIVE EAST | FORT WAYNE | IN | 46825 | NONE | PUBLIC | GENERAL SUPPORT | $65,000 |
| GREATER FT WAYNE CHAMBER | ||||||||
| OF COMMERCE FOUNDATION | 826 EWING STREET | FORT WAYNE | IN | 46802 | NONE | PUBLIC | GENERAL SUPPORT | $25,000 |
| HARLAN CHRISTIAN YOUTH CENTER | ||||||||
| 17308 SECOND ST PO BOX 467 | HARLAN | IN | 46743 | NONE | PUBLIC | GENERAL SUPPORT | $15,000 | |
| HAROLD W MCMILLEN CENTER | ||||||||
| FOR HEALTH EDUCATION | 600 JIM KELLEY BLVD | FORT WAYNE | IN | 46816 | NONE | PUBLIC | GENERAL SUPPORT | $20,000 |
| HEARTLAND CHAMBER CHORALE INC | ||||||||
| 2701 SPRING STREET NC122 | FORT WAYNE | IN | 46808 | NONE | PUBLIC | GENERAL SUPPORT | $25,000 | |
| HOMEBOUND MEALS INC | ||||||||
| 611 WEST BERRY STREET | FORT WAYNE | IN | 46802 | NONE | PUBLIC | GENERAL SUPPORT | $7,000 | |
| INDEPENDENT COLLEGES OF INDIANA FDN | ||||||||
| 3135 NORTH MERIDIAN STREET | INDIANAPOLIS | IN | 462084717 | NONE | PUBLIC | GENERAL SUPPORT | $93,000 | |
| INDIANA YOUTH INSTITUTE INC | ||||||||
| 603 E WASHINGTON STREET STE 800 | INDIANAPOLIS | IN | 462042692 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 | |
| INTERFAITH HOSPITALITY NETWORK | ||||||||
| OF GREATER FORT WAYNE INC | 2605 GAY STREET PO BOX 13326 | FORT WAYNE | IN | 46868 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 |
| IVY TECH FOUNDATION | ||||||||
| 3800 NORTH ANTHONY BLVD | FORT WAYNE | IN | 468051489 | NONE | PUBLIC | GENERAL SUPPORT | $150,000 | |
| INDIANA PURDUE FOUNDATION | ||||||||
| 2101 E COLISEUM BLVD | FORT WAYNE | IN | 468051499 | NONE | PUBLIC | GENERAL SUPPORT | $240,000 | |
| THE LITERACY ALLIANCE INC | ||||||||
| 709 CLAY ST STE 100 | FORT WAYNE | IN | 46802 | NONE | PUBLIC | GENERAL SUPPORT | $20,000 | |
| LITTLE RIVER WETLANDS PROJECT INC | ||||||||
| 2403 FAIROAK DRIVE | FORT WAYNE | IN | 468092301 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 | |
| LEADERSHIP FORT WAYNE INC | ||||||||
| 2101 E COLISEUM BLVD | FORT WAYNE | IN | 46805 | NONE | PUBLIC | GENERAL SUPPORT | $20,000 | |
| MARTIN LUTHER KING SCHOOL INC | ||||||||
| 4615 WERLING DRIVE | FORT WAYNE | IN | 46806 | NONE | PUBLIC | GENERAL SUPPORT | $20,000 | |
| MATTHEW 25 INC | ||||||||
| 413 E JEFFERSON BLVD | FORT WAYNE | IN | 46802 | NONE | PUBLIC | GENERAL SUPPORT | $25,000 | |
| MENTAL HEALTH ASSOCIATION | ||||||||
| IN ALLEN COUNTY | 277 E WASHINGTON BLVD | FORT WAYNE | IN | 46802 | NONE | PUBLIC | GENERAL SUPPORT | $15,000 |
| MUSTARD SEED FURNITURE BANK | ||||||||
| OF FORT WAYNE INC | 5429 KEYSTONE DRIVE | FORT WAYNE | IN | 46825 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 |
| NORTHEAST INDIANA FOUNDATION | ||||||||
| 300 E MAIN ST STE 210 | FORT WAYNE | IN | 46802 | NONE | PUBLIC | GENERAL SUPPORT | $75,000 | |
| NORTHERN INDIANA HISTORICAL | ||||||||
| SOCIETY FOUNDATION | 808 WEST WASHINGTON | SOUTH BEND | IN | 46601 | NONE | PUBLIC | GENERAL SUPPORT | $20,000 |
| NEIGHBORHOOD HEALTH CLINICS INC | ||||||||
| 1717 S CALHOUN ST PO BOX 11949 | FORT WAYNE | IN | 468621949 | NONE | PUBLIC | GENERAL SUPPORT | $25,000 | |
| SCAN INC | ||||||||
| 500 W MAIN STREET | FORT WAYNE | IN | 46802 | NONE | PUBLIC | GENERAL SUPPORT | $20,000 | |
| SCIENCE CENTRAL INC | ||||||||
| 1950 N CLINTON STREET | FORT WAYNE | IN | 468054049 | NONE | PUBLIC | GENERAL SUPPORT | $130,000 | |
| SOUTHEAST YOUTH COUNCIL INC | ||||||||
| 123 MEYER DR PO BOX 236 | MONROEVILLE | IN | 46773 | NONE | PUBLIC | GENERAL SUPPORT | $25,000 | |
| PLYMOUTH CONGREGATIONAL CHURCH | ||||||||
| 501 WEST BERRY STREET | FORT WAYNE | IN | 46802 | NONE | PUBLIC | GENERAL SUPPORT | $70,000 | |
| TURNSTONE CENTER FOR | ||||||||
| DISABLED CHILDREN/ADULTS INC | 3320 NORTH CLINTON STREET | FORT WAYNE | IN | 46805 | NONE | PUBLIC | GENERAL SUPPORT | $250,000 |
| UNIVERSITY OF ST FRANCIS | ||||||||
| 2701 SPRING STREET | FORT WAYNE | IN | 46808 | NONE | PUBLIC | GENERAL SUPPORT | $70,000 | |
| VINCENT VILLAGE INC | ||||||||
| 2827 HOLTON AVENUE | FORT WAYNE | IN | 46806 | NONE | PUBLIC | GENERAL SUPPORT | $15,000 | |
| WELLSPRING INTERFAITH SOCIAL SVCS | ||||||||
| 1316 BROADWAY AVENUE | FORT WAYNE | IN | 468023306 | NONE | PUBLIC | GENERAL SUPPORT | $25,000 | |
| YMCA OF FORT WAYNE INC | ||||||||
| 347 W BERRY ST STE 500 | FORT WAYNE | IN | 46802 | NONE | PUBLIC | GENERAL SUPPORT | $225,000 | |
| YWCA FORT WAYNE INC | ||||||||
| 1610 SPY RUN AVENUE | FORT WAYNE | IN | 468054033 | NONE | PUBLIC | GENERAL SUPPORT | $90,000 | |
| FT WAYNE PHILHARMONIC ORCHESTRA | ||||||||
| 4901 FULLER DRIVE | FORT WAYNE | IN | 46835 | NONE | PUBLIC | GENERAL SUPPORT | $170,000 | |
| FRIENDS OF THE LINCOLN COLLECTION | ||||||||
| 7611 HOPE FARM ROAD | FORT WAYNE | IN | 468156541 | NONE | PUBLIC | GENERAL SUPPORT | $20,000 | |
| GENERAL HOSPITAL CORPORATION | ||||||||
| 55 FRUIT ST CNY 149/8301 | BOSTON | MA | 02114 | NONE | PUBLIC | GENERAL SUPPORT | $50,000 | |
| LEAGUE FOR THE BLINDDISABLED INC | ||||||||
| 5821 SOUTH ANTHONY BLVD | FORT WAYNE | IN | 46816 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 | |
| HUNTINGTON UNIVERSITY | ||||||||
| 2303 COLLEGE AVENUE | HUNTINGTON | IN | 46750 | NONE | PUBLIC | GENERAL SUPPORT | $20,000 | |
| INDIANA INSTITUTE OF TECHNOLOGY | ||||||||
| 1600 EAST WASHINGTON BLVD | FORT WAYNE | IN | 46803 | NONE | PUBLIC | GENERAL SUPPORT | $25,000 | |
| WHITINGTON HOMES & SERVICES | ||||||||
| FOR CHILDREN AND FAMILIES | 2423 FAIRFIELD AVENUE | FORT WAYNE | IN | 46807 | NONE | PUBLIC | GENERAL SUPPORT | $15,000 |
| ACRES INC | ||||||||
| 1802 CHAPMAN ROAD | HUNTERTOWN | IN | 46748 | NONE | PUBLIC | GENERAL SUPPORT | $12,000 | |
| AMERICAN RED CROSS | ||||||||
| 1212 E CALIFORNIA RD PO BOX 5508 | FORT WAYNE | IN | 46895 | NONE | PUBLIC | GENERAL SUPPORT | $150,000 | |
| FORT WAYNE AREA YOUTH FOR CHRIST | ||||||||
| 2825 HILLEGAS ROAD | FORT WAYNE | IN | 46808 | NONE | PUBLIC | GENERAL SUPPORT | $30,000 | |
| FORT WAYNE CHILDREN'S HOME | ||||||||
| OF THE UNITED CHURCH OF CHRIST | 2525 LAKE AVENUE | FORT WAYNE | IN | 468055457 | NONE | PUBLIC | GENERAL SUPPORT | $65,000 |
| UNITY PERFORMING ARTS FOUNDATION | ||||||||
| YOUTH CHORAL PROGRAM | PO BOX 10394 | FORT WAYNE | IN | 46852 | NONE | PUBLIC | GENERAL SUPPORT | $36,000 |
| ISAAC KNAPP DENTAL EDUCATION FDN | ||||||||
| 4640 WEST JEFFERSON BLVD | FORT WAYNE | IN | 46804 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 | |
| POWER HOUSE YOUTH CENTER | ||||||||
| 830 MAIN STREET | NEW HAVEN | IN | 46774 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 | |
| FORT WAYNE COMMUNITY SCHOOLS | ||||||||
| 826 EWING STREET | FORT WAYNE | IN | 46803 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 | |
| BUTLER UNIVERSITY | ||||||||
| 4600 SUNSET AVE | INDIANAPOLIS | IN | 46208 | NONE | PUBLIC | GENERAL SUPPORT | $60,000 | |
| MANCHESTER COLLEGE | ||||||||
| 604 E COLLEGE AVE | NORTH MANCHESTER | IN | 46962 | NONE | PUBLIC | GENERAL SUPPORT | $80,000 | |
| FORT WAYNE PARK FOUNDATION | ||||||||
| 705 EAST STATE BLVD | FORT WAYNE | IN | 46805 | NONE | PUBLIC | GENERAL SUPPORT | $15,000 | |
| FESTIVAL OF ARTMUSEUM ELEMENTARY | ||||||||
| SCHOOLS | 2101 E COLISEUM BLVD | FORT WAYNE | IN | 46805 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 |
| NORTHEAST INDIANA INNOVATION CTR | ||||||||
| 3201 STELLHORN ROAD | FORT WAYNE | IN | 46815 | NONE | PUBLIC | GENERAL SUPPORT | $75,000 | |
| FRANCINE'S FRIENDS | ||||||||
| C/O FT WAYNE MEDICAL SOCIETY | 709 CLAY ST STE 300 | FORT WAYNE | IN | 46802 | NONE | PUBLIC | GENERAL SUPPORT | $25,000 |
| RIVER GREENWAY CONSORTIUM | ||||||||
| C/O FT WAYNE TRAILS | 300 E MAIN STREET | FORT WAYNE | IN | 46802 | NONE | PUBLIC | GENERAL SUPPORT | $50,000 |
| NATURE CONSERVANCY INC | ||||||||
| INDIANA CHAPTER | 1505 N DELAWARE ST STE 200 | INDIANAPOLIS | IN | 46202 | NONE | PUBLIC | GENERAL SUPPORT | $30,000 |
| LUTHERAN SOCIAL SERVICES OF | ||||||||
| INDIANA | 330 MADISON ST | FORT WAYNE | IN | 46802 | NONE | PUBLIC | GENERAL SUPPORT | $15,000 |
| MAUMEE VALLEY ANTIQUE STEAM & GAS | ||||||||
| ASSOCIATION | 1720 SOUTH WEBSTER ROAD | NEW HAVEN | IN | 46774 | NONE | PUBLIC | GENERAL SUPPORT | $20,000 |
| PUBLIC BROADCASTING OF NE INDIANA | ||||||||
| 3204 CLAIRMONT CT PO BOX 8459 | FORT WAYNE | IN | 46898 | NONE | PUBLIC | GENERAL SUPPORT | $80,000 | |
| QUESTA FOUNDATION FOR EDUCATION | ||||||||
| 3468 STELLHORN ROAD | FORT WAYNE | IN | 46815 | NONE | PUBLIC | GENERAL SUPPORT | $25,000 | |
| RSVP OF ALLEN COUNTY | ||||||||
| 3401 LAKE AVE STE 4 | FORT WAYNE | IN | 46805 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 | |
| SUPER SHOT INC | ||||||||
| 709 CLAY ST STE 300 | FORT WAYNE | IN | 46802 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 5121500 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments | |
| Int On Savings And Temp Cash Invst | IntOnSavingsAndTempCashInvst |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $3,167,544 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $5,496 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $3,203,487 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PROCEEDS ON CLASS | Description |
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $5,621 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $6,382,148 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 6382148 | TotalPartXVIA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exempt Prps | RlnOfActyToAccomOfExemptPrps |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PNC BANK, NA | Category |
| Amount | $700 | Amount |
| Disbursements Charitable Prps | 700 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ALTERNATIVE INVESTMENTS | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 2094967 | BookValue |
| EOYFMV | 1837917 | EOYFMV |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SANTA CLAUS DISPLAY | Description |
| BOY Book Value | 66976 | BOYBookValue |
| EOY Book Value | 66976 | EOYBookValue |
| EOYFMV | 66976 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| POSTED SUBSEQ YR FOR CURR YR | $15,852 |
| TRADE DATE/SETTLEMENT DATE | $15 |
| ACCRUED MARKET DISCOUNT INTEREST | $5,496 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISC FOUNDATION EXPENSES | Description |
| Revenue And Expenses Per Books | 13902 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 13902 | DisbursementsCharitablePrps |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| POSTED CURR YR FOR PR YR | $23,810 |
| NONDIVIDEND DISTRIBUTION | $4,047 |
| ROUNDING ADJUSTMENT | $2 |
Taxes Schedule TaxesSchedule
Taxes Taxes (5 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES | $731 | 731 | 0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $58,644 | 0 | 0 |
| FEDERAL ESTIMATES - PRINCIPAL | $86,600 | 0 | 0 |
| FOREIGN TAXES ON QUALIFIED FOR | $31,881 | 31881 | 0 |
| FOREIGN TAXES ON NONQUALIFIED | $1,635 | 1635 | 0 |
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