EDWARD M WILSON FAMILY FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- EDWARD M WILSON FAMILY FOUNDATION (EIN 31-0976337)
- Tax period
- 2011-10-01 to 2012-09-30
- Filed
- 2012-11-15
- IRS object ID
- 201223249349100612
- 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
- All Oth Prog Rltd Investments Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-15T15:33:13-06:00 | Timestamp |
| Tax Period End Date | 2012-09-30 | TaxPeriodEndDate |
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310976337 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARD M WILSON FOUNDATION PNC BANK NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WILS | NameControl |
| Phone | 8006228036 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 94651 | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 441014651 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFFREY ROBERTS | Name |
| Title | ASSISTANT VICE PRESIDENT | Title |
| Phone | 2162574699 | Phone |
| Date Signed | 2012-11-19 | 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 | 31297370 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 427 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 427 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 780208 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 780208 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 374587 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 8064421 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 374997 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 410 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 1155632 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1155632 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 170899 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 82200 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 88699 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 700 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 700 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 74911 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 163 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 366 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 134 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 232 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 246876 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 82497 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 89631 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1385000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1385000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1631876 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 82497 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1474631 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -476244 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1073135 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 514417 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 497280 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 497280 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 985598 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 948789 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 1131835 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 16807489 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 17073068 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 21445255 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 7469326 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 6784737 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 7444675 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 812025 | InvestmentsOtherBOY |
| Investments Other EOY | 814368 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 778325 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 26588855 | TotalAssetsBOY |
| Total Assets EOY | 26118242 | TotalAssetsEOY |
| Total Assets EOYFMV | 31297370 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 26588855 | CapitalStockBOY |
| Capital Stock EOY | 26118242 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 26588855 | TotalNetAssetsBOY |
| Total Net Assets EOY | 26118242 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 26588855 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 26118242 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 26588855 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -476244 | ExcessOfRevenueOverExpenses |
| Other Increases | 7390 | OtherIncreases |
| Subtotal | 26120001 | Subtotal |
| Other Decreases | 1759 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 26118242 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|
| SALES OF PUBLICALLY TRADED SECURITIES | 7978619 | 7689834 | 288785 | 288785 | |
| CLASS ACTION SETTLEMENTS | 410 | 410 | 410 | P | |
| CAPITAL GAINS DIVIDENDS | 85802 | 85802 | 85802 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 374997 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1344591 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 29768538 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.045168 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1228919 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 27560728 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.044589 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1688971 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 24707667 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.068358 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1573132 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 33714297 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.046661 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1559133 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 34242491 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.045532 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.250308 | TotalDistributionRatio |
| Average Distribution Ratio | 0.050062 | AverageDistributionRatio |
| Net Noncharitable Assets | 29821435 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1492921 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 10731 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1503652 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1474631 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 21463 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 21463 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 21463 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 44000 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 44000 | TotalCreditsAndPayments |
| Overpayment | 22537 | Overpayment |
| Amount Credited To Next Year | 22537 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | IN | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | WWW.PNC.COM | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC BANK NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 8006228036 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 94651 | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 441014651 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| PNC BANK NA | ||||||||
| PO BOX 94651 | CLEVELAND | OH | 441014651 | TRUSTEE | 15.00 | 164399 | 0 | 0 |
| DON A WOLF | ||||||||
| 11718 AUTUMN TREE DR | FORT WAYNE | IN | 46845 | DISTRIBUTION COMMITTEE MEMBER | 1.00 | 1500 | 0 | 0 |
| THOMAS QUIRK | ||||||||
| 7130 BLUE CREEK DR | FORT WAYNE | IN | 46804 | DISTRIBUTION COMMITTEE MEMBER | 1.00 | 1500 | 0 | 0 |
| THOMAS M SHOAFF | ||||||||
| 111 E WAYNE STE 800 | FORT WAYNE | IN | 46802 | DISTRIBUTION COMMITTEE MEMBER | 1.00 | 1000 | 0 | 0 |
| JUDGE WILLIAM LEE | ||||||||
| 1607 DODGE AVENUE | FORT WAYNE | IN | 46805 | DISTRIBUTION COMMITTEE MEMBER | 1.00 | 1000 | 0 | 0 |
| JANET C CHRZAN | ||||||||
| 3734 SHINNECOCK COURT | FORT WAYNE | IN | 46814 | DISTRIBUTION COMMITTEE MEMBER | 1.00 | 1500 | 0 | 0 |
| 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 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Amount1 | 0 | Amount1 |
| All Oth Prog Rltd Investments Total | 0 | AllOthProgRltdInvestmentsTotal |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 30275569 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 30275569 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 30275569 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 454134 | CashDeemedCharitable |
| Net Noncharitable Assets | 29821435 | NetNoncharitableAssets |
| Minimum Investment Return | 1491072 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1491072 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 21463 | TaxBasedOnInvestmentIncome |
| Total Tax | 21463 | TotalTax |
| Distributable Amount Before Adj | 1469609 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 1469609 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 1469609 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1474631 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 1474631 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 1474631 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1469609 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 1384998 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 1474631 | QualifyingDistributions |
| Applied To Year1 | 1384998 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 89633 | 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 | 1379976 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | JOCY MUYA PNC BANK NA | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 W WASHINGTON ST STE 600E | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46255 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 2162223226 | RecipientPhoneNumber |
| Form And Info And Materials | WRITTEN REQUEST SHOULD INCLUDE A COPY OF THE ORGANIZATION'S IRS EXEMPTION LETTER AND STATE THE PURPOSE FOR WHICH THE GRANT WILL BE USED. | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (90 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | |||||||
| 1212 E CALIFORNIA RD PO BOX 5508 | FORT WAYNE | IN | 46895 | NONE | PUBLIC CHARITY | PREMIER SPONSOR TO HONOR DON WOLF, 2012 HUMANITARIAN OF THE YEAR | $15,000 |
| COMMUNITY FOUNDATION OF GREATER FORT WAYNE | |||||||
| 555 E WAYNE ST | FORT WAYNE | IN | 46802 | NONE | PUBLIC CHARITY | JOHN F YOUNG SCHOLARSHIP | $50,000 |
| UNITED HISPANIC AMERICANS | |||||||
| 2424 FAIRFIELD AVE | FORT WAYNE | IN | 46807 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $15,000 |
| COMMUNITY HARVEST FOOD BANK | |||||||
| 999 EAST TILMMAN ROAD | FORT WAYNE | IN | 46816 | NONE | PUBLIC CHARITY | PLEDGE ON CAPITAL CAMPAIGN | $50,000 |
| FORT WAYNE PARK FOUNDATION | |||||||
| 705 EAST STATE BLVD | FORT WAYNE | IN | 46805 | NONE | PUBLIC CHARITY | 2012 SHOWCASE GARDEN EXHIBITS AT BOTANICAL CONSERVATORY | $4,500 |
| LUTHERAN HOMES INC | |||||||
| 6701 S ANTHONY BLVD | FORT WAYNE | IN | 46816 | NONE | PUBLIC CHARITY | CAPITAL UPGRADES/IMPROVEMENTS TO FACILITY | $15,000 |
| WHITTINGTON HOMES & SERVICES | |||||||
| 2423 FAIRFIELD AVE | FORT WAYNE | IN | 46807 | NONE | PUBLIC CHARITY | PUCHASE OF VAN | $10,000 |
| FT WAYNE DANCE COLLECTIVE | |||||||
| 437 E BERRY ST | FORT WAYNE | IN | 46802 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| UNIVERSITY OF ST FRANCIS | |||||||
| 2701 SPRING ST | FORT WAYNE | IN | 46808 | NONE | PUBLIC CHARITY | CAPITAL CAMP-SCHOOL OF ART/SCIENCES BUILDING | $50,000 |
| NATIONAL LEAGUE OF CUBAN AMERICAN | |||||||
| 3000 S WAYNE AVE | FORT WAYNE | IN | 46807 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| EAST ALLEN FAMILY RESOURCE CENTER | |||||||
| 6330 PRIZE AVE | FORT WAYNE | IN | 46803 | NONE | PUBLIC CHARITY | OUT OF SCHOOL PROGRAMS | $5,000 |
| ARTS UNITED OF GREATER FT WAYNE | |||||||
| 300 EAST MAIN STREET | FORT WAYNE | IN | 46802 | NONE | PUBLIC CHARITY | FIVE YEAR PLEDGE MILLENIUM CENTER | $50,000 |
| LEAGUE FOR THE BLINDDISABLED INC | |||||||
| 5821 S ANTHONY BLVD | FORT WAYNE | IN | 46816 | NONE | PUBLIC CHARITY | INDEPENDENT LIVING SKILLS PROGRAM | $10,000 |
| TURNSTONE CENTER FOR | |||||||
| 3320 N CLINTON ST | FORT WAYNE | IN | 46805 | NONE | PUBLIC CHARITY | CORE PROGRAMS SUPPORT | $25,000 |
| SOUTHEAST YOUTH COUNCIL INC | |||||||
| 1701 FREEMAN ST | FORT WAYNE | IN | 46802 | NONE | PUBLIC CHARITY | GENERAL SUPPORT-THIRD AND FINAL PAYMENT | $15,000 |
| EARLY CHILDHOOD ALLIANCE | |||||||
| 3320 FAIRFIELD AVE | FORT WAYNE | IN | 46807 | NONE | PUBLIC CHARITY | EARLY CHILDHOOD CARE/EDUCATION | $10,000 |
| EASTER SEALS ARC OF NE INDIANA | |||||||
| 4919 COLDWATER RD | FORT WAYNE | IN | 46825 | NONE | PUBLIC CHARITY | ASSISTIVE TECHNOLOGY AWARD PROGRAM | $5,000 |
| FORT WAYNE ZOOLOGICAL SOCIETY | |||||||
| 3411 SHERMAN BLVD | FORT WAYNE | IN | 46808 | NONE | PUBLIC CHARITY | AUSTRALIAN ADVENTURE CAMPAIGN | $50,000 |
| ALLEN COUNTY FT WAYNE HISTORICAL SOCIETY | |||||||
| 302 EAST BERRY STREET | FORT WAYNE | IN | 46802 | NONE | PUBLIC CHARITY | STUDENT DISCOVERY GUIDE TOUR PROGRAM | $25,000 |
| FORT WAYNE RESCUE MISSION MINISTRIES | |||||||
| 301 W SUPERIOR ST | FORT WAYNE | IN | 46802 | NONE | PUBLIC CHARITY | CAPITAL SUPPORT - CHARIS HOUSE | $7,500 |
| MARTIN LUTHER KING SCHOOL | |||||||
| 333 W LEWIS STREET | FORT WAYNE | IN | 46802 | NONE | PUBLIC CHARITY | GENERAL PROGRAM SUPPORT | $5,000 |
| LIFELINE YOUTHFAMILY SERVICES INC | |||||||
| PO BOX 80487 | FORT WAYNE | IN | 46898 | NONE | PUBLIC CHARITY | MATCHING FUNDS FOR HOME-BASED THERAPY/CASEWORK SERVICES | $5,000 |
| ARTLINK INC | |||||||
| 437 E BERRY ST STE 2 | FORT WAYNE | IN | 46802 | NONE | PUBLIC CHARITY | GENERAL PROGRAM SUPPORT | $5,000 |
| FRANCISCAN CENTER INC | |||||||
| 4643 GAYWOOD DR | FORT WAYNE | IN | 46851 | NONE | PUBLIC CHARITY | GENERAL PROGRAM SUPPORT | $5,000 |
| FORT WAYNE CLUBHOUSE | |||||||
| 3327 LAKE AVENUE | FORT WAYNE | IN | 46805 | NONE | PUBLIC CHARITY | GENERAL PROGRAM SUPPOEET | $6,500 |
| NORTHEAST INDIANA INNOVATION CENTER | |||||||
| 3201 STELLHORN ROAD | FORT WAYNE | IN | 46815 | NONE | PUBLIC CHARITY | FUNDING FOR STUDENT VENTURE LAB | $25,000 |
| SUPER SHOT INC | |||||||
| 1818 CAREW ST | FORT WAYNE | IN | 46805 | NONE | PUBLIC CHARITY | IMMUNIZATION PROGRAM | $6,000 |
| BLUE JACKET INC | |||||||
| 3702 S CLINTON ST | FORT WAYNE | IN | 46806 | NONE | PUBLIC CHARITY | CAREER ACADEMY PROGRAM | $3,000 |
| FORT WAYNE COMMUNITY SCHOOLS | |||||||
| 1200 SOUTH CLINTON ST | FORT WAYNE | IN | 46802 | NONE | PUBLIC CHARITY | VOCAL JAZZ/SHOW CHOIR TRIP TO CARNEGIE HALL | $3,000 |
| FORT WAYNE BALLET | |||||||
| 300 EAST MAIN STREET | FORT WAYNE | IN | 46802 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $7,500 |
| TEACH OUR CHILDREN FUND INC | |||||||
| 800 BROADWAY STE 215 | FORT WAYNE | IN | 46802 | NONE | PUBLIC CHARITY | SCHOLARSHIP PROGRAM FOR LOW INCOME STUDENTS | $2,500 |
| VOLUNTEER LAWYER PROGRAM | |||||||
| 927 S HARRISON ST | FORT WAYNE | IN | 46802 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 |
| NATIONAL SOCCER FESTIVAL | |||||||
| 5525 HOPKINTON DRIVE | FORT WAYNE | IN | 46814 | NONE | PUBLIC CHARITY | 2012 SOCCER FESTIVAL IN FORT WAYNE | $30,000 |
| EMBASSY THEATRE FOUNDATION | |||||||
| 125 W JEFFERSON BLVD | FORT WAYNE | IN | 46802 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $7,500 |
| SOULMEDIC MEDIA GROUP | |||||||
| 6429 OAKBROOK PARKWAY | FORT WAYNE | IN | 46825 | NONE | PUBLIC CHARITY | MINISTRY PROGRAM FOR TEENS | $2,500 |
| SCAN INC | |||||||
| 500 WEST MAIN STREET | FORT WAYNE | IN | 46802 | NONE | PUBLIC CHARITY | FAMILY RESTORATION PROGRAM | $7,500 |
| CENTER FOR NONVIOLENCE INC | |||||||
| 235 W CREIGHTON ST | FORT WAYNE | IN | 46807 | NONE | PUBLIC CHARITY | DOMESTIC VIOLENCE PROGRAMS | $5,000 |
| FORT WAYNE PHILHARMONIC ORCHESTRA | |||||||
| 4901 FULLER DR | FORT WAYNE | IN | 46835 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $20,000 |
| YWCA NORTHEAST INDIANA | |||||||
| 1610 SPY RUN AVE | FORT WAYNE | IN | 46805 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| FORT WAYNE URBAN LEAGUE | |||||||
| 2135 SOUTH HANNA STREET | FORT WAYNE | IN | 46803 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| YMCA OF FORT WAYNE | |||||||
| 347 WEST BERRY STE 500 | FORT WAYNE | IN | 46802 | NONE | PUBLIC CHARITY | CAMP POTAWOTAMI - LOW ROPES TEAM COURSE PROGRAM | $5,000 |
| ASSOCIATED CHURCHES OF FT WAYNE | |||||||
| 602 E WAYNE STE | FORT WAYNE | IN | 46802 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $35,000 |
| HAROLD W MCMILLEN CENTER | |||||||
| 600 JIM KELLEY BLVD | FORT WAYNE | IN | 46816 | NONE | PUBLIC CHARITY | HEALTH PROGRAMS | $5,000 |
| AUBURN AUTOMOTIVE HERITAGE INC | |||||||
| 1600 S WAYNE ST PO BOX 271 | AUBURN | IN | 46706 | NONE | PUBLIC CHARITY | TELLING THE STORY CAP CAMP | $60,000 |
| WOMENS BUREAU INC | |||||||
| 2417 FAIRFIELD AVAE | FORT WAYNE | IN | 46707 | NONE | PUBLIC CHARITY | REACT/ RAPE AWARENESS PROG | $10,000 |
| ARCH INC | |||||||
| 818 LAFAYETTE STREET | FORT WAYNE | IN | 46802 | NONE | PUBLIC CHARITY | COMMUNITY EDUCATION PROGRAMS | $3,000 |
| LITERACY ALLIANCE | |||||||
| 709 CLAY ST STE 100 | FORT WAYNE | IN | 46802 | NONE | PUBLIC CHARITY | ADULT INSTRUCTION PROGRAMS | $10,000 |
| FESTIVAL OF ARTMUSIC ELEMENTARY SCHOOLS | |||||||
| 2102 E COLISEUM BLVD 230A | FORT WAYNE | IN | 46805 | NONE | PUBLIC CHARITY | OPERATING SUPPORT RESTRICTED TO ALLEN COUNTY | $5,000 |
| ALLEN COUNTY EDUCATION PARTNERSHIP | |||||||
| 709 CLAY ST STE 101 | FORT WAYNE | IN | 46802 | NONE | PUBLIC CHARITY | EARLY LITERACY PROGRAMMING | $5,000 |
| CHRISTIAN COMMUNITY HEALTH CARE INC | |||||||
| 13410 MAIN ST PO BOX 128 | GRABILL | IN | 46741 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| POWER HOUSE ALLIANCE INC | |||||||
| 830 MAIN ST | NEW HAVEN | IN | 46774 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $15,000 |
| CHILD ADVOCACY CTR ALLEN COUNTY | |||||||
| 2730 E STATE BLVD STE C | FORT WAYNE | IN | 46805 | NONE | PUBLIC CHARITY | NEW FURNISHINGS/ACTIVITIES FOR TRAUMATIZED CHILDREN | $2,500 |
| HEADWATERS PARK ALLIANCE | |||||||
| 110 W BERRY ST STE 2012 | FORT WAYNE | IN | 46802 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| HARLAN CHRISTIAN YOUTH CENTER | |||||||
| 17308 SECOND ST PO BOX 467 | HARLAN | IN | 46743 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $15,000 |
| MUSTARD SEED FURNITURE BANK | |||||||
| 3636 ILLINOIS ROAD | FORT WAYNE | IN | 46804 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 |
| FORT WAYNE CIVIC THEATRE | |||||||
| 303 E MAIN ST | FORT WAYNE | IN | 46802 | NONE | PUBLIC CHARITY | IN THE WINGS ARTS IN EDUCATION PROGRAM | $7,500 |
| INDIANA PURDUE FOUNDATION | |||||||
| 2101 E COLISEUM BLVD | FORT WAYNE | IN | 46802 | NONE | PUBLIC CHARITY | MINI DONS SOCCER PROGRAM | $6,000 |
| HEARCARE CONNECTION INC | |||||||
| 5933 EAST STATE BLVD | FORT WAYNE | IN | 46815 | NONE | PUBLIC CHARITY | HEARING CLINIC PROGRAM SUPPORT FOR LOW-INCOME | $2,500 |
| WELLSPRING INTERFAITH SOCIAL SVC | |||||||
| 1316 BROADWAY | FORT WAYNE | IN | 46802 | NONE | PUBLIC CHARITY | EXPANDING DIRECT SERVICE PROGRAMS | $15,000 |
| NE INDIANA REGIONAL MARKETING FOUNDATION | |||||||
| 200 EAST MAIN STREET STE 910 | FORT WAYNE | IN | 46802 | NONE | PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $25,000 |
| GIRL SCOUTS OF N INDIANA-MICHIGAN | |||||||
| 10008 DUPONT CIRCLE DRIVE EAST | FORT WAYNE | IN | 46825 | NONE | PUBLIC CHARITY | GSNIM SUPPORT | $20,000 |
| A DAY AWAY ADULT DAYCARE | |||||||
| 1701 FREEMAN ST STE 3 | FORT WAYNE | IN | 46802 | NONE | PUBLIC CHARITY | CAPITAL CAMPAIGN | $25,000 |
| G2G MUSIC HALL INC | |||||||
| 323 W BAKER ST | FORT WAYNE | IN | 46802 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $7,500 |
| AUDIENCES UNLIMITED | |||||||
| 227 E WASHINGTON BLVD STE 301 | FORT WAYNE | IN | 46802 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $7,500 |
| INDIANA INSTITUTE OF TECHNOLOGY | |||||||
| 1600 E WASHINGTON BLVD | FORT WAYNE | IN | 46803 | NONE | PUBLIC CHARITY | CRIMINAL SCIENCES LABORATORY | $25,000 |
| UNITED WAY OF ALLEN COUNTY | |||||||
| 334 E BERRY ST | FORT WAYNE | IN | 46802 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $75,000 |
| FAMILY & CHILDREN SERVICES FORT WAYNE | |||||||
| 2712 CALHOUN ST | FORT WAYNE | IN | 46807 | NONE | PUBLIC CHARITY | PROGRAM SUPPORT | $5,000 |
| YMCA OF DEKALB COUNTY | |||||||
| 310 N MAIN STREET | AUBURN | IN | 46706 | NONE | PUBLIC CHARITY | BLDG RENOVATION/ADDITION | $50,000 |
| ST MARY'S CATHOLIC CHURCH | |||||||
| 1101 SOUTH LAFAYETTE ST | FORT WAYNE | IN | 46802 | NONE | PUBLIC CHARITY | ST MARY'S SOUP KITCHEN | $7,500 |
| FORT WAYNE MUSEUM OF ART | |||||||
| 311 MAIN STREET | FORT WAYNE | IN | 46802 | NONE | PUBLIC CHARITY | 2012-2013 EXHIBITIONS PROGRAM | $35,000 |
| CANCER SERVICES OF ALLEN COUNTY | |||||||
| 6316 MUTUAL DR | FORT WAYNE | IN | 46825 | NONE | PUBLIC CHARITY | CLIENT ADVOCATE PROGRAM | $15,000 |
| ARTS UNITED OF GREATER FT WAYNE | |||||||
| 303 E MAIN ST | FORT WAYNE | IN | 46802 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $50,000 |
| FORT WAYNE RESCUE MISSION | |||||||
| 301 W SUPERIOR ST | FORT WAYNE | IN | 46802 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $7,500 |
| BIG BROTHERS AND BIG SISTERS OF NE INDIANA | |||||||
| 2439 FAIRFIELD AVE | FORT WAYNE | IN | 46807 | NONE | PUBLIC CHARITY | YOUTH MENTORING PROGRAMS | $25,000 |
| JUNIOR ACHIEVEMENT OF N INDIANA | |||||||
| 601 NOBLE DRIVE | FORT WAYNE | IN | 46825 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $30,000 |
| JUNIOR ACHIEVEMENT OF N INDIANA | |||||||
| 601 NOBLE DRIVE | FORT WAYNE | IN | 46825 | NONE | PUBLIC CHARITY | SCHOLARSHIP CAMPAIGN | $20,000 |
| MATTHEW 25 INC | |||||||
| 413 E JEFFERSON BLVD | FORT WAYNE | IN | 46802 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $7,500 |
| EAST WAYNE STREET CENTER | |||||||
| 801 EAST WAYNE STREET CENTER | FORT WAYNE | IN | 46803 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| FORT WAYNE CHILDREN'S CHOIR | |||||||
| 2101 E COLISEUM BLVD | FORT WAYNE | IN | 46805 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $3,000 |
| BOYS & GIRLS CLUB OF FT WAYNE | |||||||
| 2609 FAIRFIELD AVENUE | FORT WAYNE | IN | 46807 | NONE | PUBLIC CHARITY | PROJECT LEARN PROGRAM | $15,000 |
| ERIN'S HOUSE FOR GRIEVING CHILDREN | |||||||
| 3811 ILLINOIS RD STE 205 | FORT WAYNE | IN | 46804 | NONE | PUBLIC CHARITY | CAPITAL CAMPAIGN NEW FACILITY | $25,000 |
| NEIGHBORHOOD HEALTH CLINICS | |||||||
| 1717 S CALHOUN ST | FORT WAYNE | IN | 46802 | NONE | PUBLIC CHARITY | MEDICAL DENTAL CARE PROGRAM TO UNINSURED | $5,000 |
| CHILDREN'S HOPE INC | |||||||
| 7922 W JEFFERSON BOULEVARD | FORT WAYNE | IN | 46804 | NONE | PUBLIC CHARITY | CHILDREN'S HOPE HOUSE PROGRAM | $10,000 |
| INTERFAITH HOSPITALITY NETWORK | |||||||
| 2925 E STATE BLVD | FORT WAYNE | IN | 46805 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $10,000 |
| COMMUNITY TRANSPORTATION NETWORK | |||||||
| 227 E WASHINGTON BLVD STE 104 | FORT WAYNE | IN | 46802 | NONE | PUBLIC CHARITY | MEDICAL TRANSPORTATION PROGRAM | $15,000 |
| UNITY PERFORMING ARTS FOUNDATION | |||||||
| 2101 E COLISEUM BLVD | FORT WAYNE | IN | 46805 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| MAUMEE VALLEY ANTIQUE STEAM | |||||||
| 1720 S WEBSTER RD | NEW HAVEN | IN | 46774 | NONE | PUBLIC CHARITY | FACILITY IMPROVEMENTS | $25,000 |
| SALVATION ARMY | |||||||
| 2901 N CLINTON ST | FORT WAYNE | IN | 46805 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $7,500 |
| RIVER GREENWAY CONSORTIUM | |||||||
| 300 EAST MAIN STREET | FORT WAYNE | IN | 46802 | NONE | PUBLIC CHARITY | CONNECTIVITY INITIATIVE | $10,000 |
| CLINICA MADRE DE DIOS | |||||||
| 2120 S HARRISON ST | FORT WAYNE | IN | 46802 | NONE | PUBLIC CHARITY | HEALTH CARE EDUCATION TO LOW INCOME UNINSURED | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1385000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $427 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $780,208 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $374,587 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CLASS ACTION PROCEEDS | Description |
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $410 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $1,155,632 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1155632 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | Category |
| Amount | $700 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 700 | DisbursementsCharitablePrps |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Oth Prog Rltd Investments AllOthProgRltdInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | N/A | Description |
| Amount | $0 | Amount |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | FIXED INCOME | NameOfBond |
| EOY Book Value | 6784737 | EOYBookValue |
| EOYFMV | 7444675 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | EQUITIES | NameOfStock |
| EOY Book Value | 17073068 | EOYBookValue |
| EOYFMV | 21445255 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 948789 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 1131835 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 814368 | BookValue |
| EOYFMV | 778325 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ACCRUED MARKET DISCOUNT INTEREST | $1,753 |
| ROUNDING ADJUSTMENT | $6 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| ADR SERVICE FEES | 134 | 134 | 0 |
| COMMITTEE LUNCHEONS | 232 | 0 | 232 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CLASS ACTION PROCEEDS | Description |
| Revenue And Expenses Per Books | 410 | RevenueAndExpensesPerBooks |
| Adjusted Net Income | 410 | AdjustedNetIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | POSTED CURR YR TAXED PRIOR YR | Description |
| Amount | $7,390 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| PRIOR YEAR TAX BALANCE DUE | $30,748 | 0 | 0 |
| ESTIMATED TAX PAID | $44,000 | 0 | 0 |
| FOREIGN TAXES PAID | $163 | 163 | 0 |
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