EDWARD M WILSON FAMILY FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- EDWARD M WILSON FAMILY FOUNDATION (EIN 31-0976337)
- Tax period
- 2010-10-01 to 2011-09-30
- Filed
- 2009-10-15
- IRS object ID
- 201103439349100700
- Schema version
- 2010v3.2
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2009-10-15T15:15:33+05:00 | Timestamp |
| Tax Period End Date | 2011-09-30 | TaxPeriodEndDate |
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-10-01 | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WILS | 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 | 2011-12-01 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 27455842 | 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 | 786485 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 786485 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 1502862 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 14291427 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 1502862 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 0 | NetSTCGAdjNetIncm |
| Other Income Rev And Expnss | 5233 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 5233 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 2294580 | TotalRevenueAndExpenses |
| Total Net Investment Income | 2294580 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 171697 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 85849 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 85849 | 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 |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 22561 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 6312 | 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 | 257 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 15 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 242 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 194515 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 92176 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 86091 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1258500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1258500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1453015 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 92176 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1344591 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 841565 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 2202404 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 328624 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 514417 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 514542 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable EOY | 0 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 0 | AccountsReceivableEOYFMV |
| Allwnc For Dbtfl Acct Other Rcvbl | 0 | AllwncForDbtflAcctOtherRcvbl |
| Investments Govt Oblig BOY | 985598 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 985598 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 1187408 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 16299989 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 16807489 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 17157532 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 7584606 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 7469326 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 7876489 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 552025 | InvestmentsOtherBOY |
| Investments Other EOY | 812025 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 719871 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 25750842 | TotalAssetsBOY |
| Total Assets EOY | 26588855 | TotalAssetsEOY |
| Total Assets EOYFMV | 27455842 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 25750842 | CapitalStockBOY |
| Capital Stock EOY | 26588855 | CapitalStockEOY |
| Total Net Assets BOY | 25750842 | TotalNetAssetsBOY |
| Total Net Assets EOY | 26588855 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 25750842 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 26588855 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 25750842 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 841565 | ExcessOfRevenueOverExpenses |
| Other Increases | 10396 | OtherIncreases |
| Subtotal | 26602803 | Subtotal |
| Other Decreases | 13948 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 26588855 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (103 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|---|---|
| 1435. AT&T INC | 2008-07-28 | 2010-10-29 | 40868 | 44844 | -3976 | -3976 | |
| 980. AT&T INC | 2008-07-28 | 2011-05-31 | 30732 | 30625 | 107 | 107 | |
| 4875. AMERICAN ELECTRIC POWER COMPANY | 2010-12-14 | 2011-02-01 | 173637 | 176185 | -2548 | -2548 | |
| 250000. AMERICAN EXPRESS CREDIT NTS | 2007-06-25 | 2010-12-02 | 250000 | 247050 | 2950 | 2950 | |
| 3150. AMERICAN TOWER CORP CL A | 2009-06-24 | 2010-10-29 | 162871 | 99918 | 62953 | 62953 | |
| 1450. APACHE CORP COM | 2010-10-29 | 2011-05-31 | 179188 | 146131 | 33057 | 33057 | |
| 1080. APACHE CORP COM | 2010-10-29 | 2011-09-26 | 91113 | 108842 | -17729 | -17729 | |
| 95000. BANK OF AMERICA CORP DTD 01-23-01 7.4% DUE 01-15-11 | 2011-01-15 | 95000 | 110225 | -15225 | -15225 | ||
| 250000. BEAR STEARNS GLOBAL EQUITY NOTE 20% BUFFER; 120.5% PARTICIPATI | 2007-06-22 | 2011-06-27 | 250000 | 250000 | |||
| 3000. BEST BUY INC COM | 2009-06-24 | 2011-05-19 | 95367 | 99105 | -3738 | -3738 | |
| 5140. BRISTOL MYERS SQUIBB CO. | 2007-06-11 | 2011-05-19 | 146306 | 149625 | -3319 | -3319 | |
| 18900. CISCO SYS INC | 2011-05-19 | 313923 | 434646 | -120723 | -120723 | ||
| 3500. COLGATE PALMOLIVE COMPANY | 2004-10-05 | 2010-10-29 | 270371 | 156612 | 113759 | 113759 | |
| 3360. CONOCOPHILLIPS | 2006-02-13 | 2010-10-29 | 198405 | 200415 | -2010 | -2010 | |
| 150000. CREDIT SUISSE INT'L EQUITY NOTE 20% BUFFER; 105% PARTICIPATION | 2007-05-08 | 2010-11-16 | 150000 | 150000 | |||
| 1380. CUMMINS ENGINE INCORPORATED | 2010-07-08 | 2011-05-31 | 144563 | 94976 | 49587 | 49587 | |
| 3300. DEERE & COMPANY | 2011-02-01 | 2011-09-26 | 221172 | 307744 | -86572 | -86572 | |
| 5470. WALT DISNEY COMPANY | 2011-05-19 | 2011-09-26 | 163598 | 226237 | -62639 | -62639 | |
| 7235. EQT CORPORATION | 2010-12-14 | 313065 | 276396 | 36669 | 36669 | ||
| 2520. EMERSON ELECTRIC | 2010-07-08 | 2011-02-01 | 148728 | 115240 | 33488 | 33488 | |
| 3820. EXELON CORP COM | 2010-10-29 | 155524 | 248902 | -93378 | -93378 | ||
| 500000. FEDERAL NATL MTG ASSN NTS | 2007-03-14 | 2011-04-15 | 500000 | 507234 | -7234 | -7234 | |
| 250000. FEDERAL NATL MTG ASSN NTS | 2006-02-14 | 2010-12-15 | 250000 | 247732 | 2268 | 2268 | |
| 37.05 FEDERAL NATL MTG ASSN POOL 357275 | 2002-10-07 | 2010-10-31 | 37 | 38 | -1 | -1 | |
| 692.89 FEDERAL NATL MTG ASSN POOL 357275 | 2002-10-07 | 2010-11-30 | 693 | 718 | -25 | -25 | |
| 1105.31 FEDERAL NATL MTG ASSN POOL 357275 | 2002-10-07 | 2010-12-31 | 1105 | 1145 | -40 | -40 | |
| 29.75 FEDERAL NATL MTG ASSN POOL 357275 | 2002-10-07 | 2011-01-31 | 30 | 31 | -1 | -1 | |
| 31.12 FEDERAL NATL MTG ASSN POOL 357275 | 2002-10-07 | 2011-02-28 | 31 | 32 | -1 | -1 | |
| 27.76 FEDERAL NATL MTG ASSN POOL 357275 | 2002-10-07 | 2011-03-31 | 28 | 29 | -1 | -1 | |
| 31.57 FEDERAL NATL MTG ASSN POOL 357275 | 2002-10-07 | 2011-04-30 | 32 | 33 | -1 | -1 | |
| 29.03 FEDERAL NATL MTG ASSN POOL 357275 | 2002-10-07 | 2011-05-31 | 29 | 30 | -1 | -1 | |
| 28.27 FEDERAL NATL MTG ASSN POOL 357275 | 2002-10-07 | 2011-06-30 | 28 | 29 | -1 | -1 | |
| 31.1 FEDERAL NATL MTG ASSN POOL 357275 | 2002-10-07 | 2011-07-31 | 31 | 32 | -1 | -1 | |
| 367.85 FEDERAL NATL MTG ASSN POOL 357275 | 2002-10-07 | 2011-08-31 | 368 | 381 | -13 | -13 | |
| 407.91 FEDERAL NATL MTG ASSN POOL 357275 | 2002-10-07 | 2011-09-30 | 408 | 423 | -15 | -15 | |
| 2027.73 FEDERAL NATL MTG ASSN POOL 747528 | 2003-10-10 | 2010-10-31 | 2028 | 2005 | 23 | 23 | |
| 1645.64 FEDERAL NATL MTG ASSN POOL 747528 | 2003-10-10 | 2010-11-30 | 1646 | 1627 | 19 | 19 | |
| 1942.84 FEDERAL NATL MTG ASSN POOL 747528 | 2003-10-10 | 2010-12-31 | 1943 | 1921 | 22 | 22 | |
| 1873.68 FEDERAL NATL MTG ASSN POOL 747528 | 2003-10-10 | 2011-01-31 | 1874 | 1853 | 21 | 21 | |
| 2049.76 FEDERAL NATL MTG ASSN POOL 747528 | 2003-10-10 | 2011-02-28 | 2050 | 2027 | 23 | 23 | |
| 1433.05 FEDERAL NATL MTG ASSN POOL 747528 | 2003-10-10 | 2011-03-31 | 1433 | 1417 | 16 | 16 | |
| 1917.2 FEDERAL NATL MTG ASSN POOL 747528 | 2003-10-10 | 2011-04-30 | 1917 | 1896 | 21 | 21 | |
| 1148.8 FEDERAL NATL MTG ASSN POOL 747528 | 2003-10-10 | 2011-05-31 | 1149 | 1136 | 13 | 13 | |
| 2251.61 FEDERAL NATL MTG ASSN POOL 747528 | 2003-10-10 | 2011-06-30 | 2252 | 2226 | 26 | 26 | |
| 1858.71 FEDERAL NATL MTG ASSN POOL 747528 | 2003-10-10 | 2011-07-31 | 1859 | 1838 | 21 | 21 | |
| 1808.64 FEDERAL NATL MTG ASSN POOL 747528 | 2003-10-10 | 2011-08-31 | 1809 | 1788 | 21 | 21 | |
| 1773.92 FEDERAL NATL MTG ASSN POOL 747528 | 2003-10-10 | 2011-09-30 | 1774 | 1754 | 20 | 20 | |
| 850. FRANKLIN RESOURCES INC | 2010-12-14 | 99781 | 90430 | 9351 | 9351 | ||
| 1950. FRANKLIN RESOURCES INC | 2011-05-19 | 247311 | 168046 | 79265 | 79265 | ||
| 5660. GENERAL MILLS INC | 2010-10-29 | 2011-05-19 | 225703 | 212652 | 13051 | 13051 | |
| 1445. GOLDMAN SACHS GROUP INC COM | 2010-10-29 | 233826 | 156999 | 76827 | 76827 | ||
| 8684.864 HARDING LOEVNEREMERG MKTS | 2011-09-26 | 350000 | 392867 | -42867 | -42867 | ||
| 1720. HESS CORPORATION | 2011-05-31 | 2011-09-26 | 89858 | 135432 | -45574 | -45574 | |
| 3230. HEWLETT PACKARD CO. | 2010-07-08 | 2011-06-30 | 118345 | 146351 | -28006 | -28006 | |
| 6230. HOME DEPOT | 2009-01-09 | 2011-05-19 | 232174 | 149696 | 82478 | 82478 | |
| 5640. ISHARES TR RUSSELL MIDCAP VALUE INDEX FD | 2010-12-14 | 250581 | 170635 | 79946 | 79946 | ||
| 4450. ISHARES RUSSELL MIDCAP GROWTH INDEX FUND | 2010-12-14 | 250578 | 167483 | 83095 | 83095 | ||
| 2265. ISHARES NASDAQ BIOTECH INDEX ETF | 2007-10-15 | 2010-10-29 | 202057 | 197567 | 4490 | 4490 | |
| 1755. J P MORGAN CHASE & CO COM | 2010-10-29 | 66028 | 60522 | 5506 | 5506 | ||
| 2285. KOHLS CORP | 2009-06-24 | 2011-05-19 | 129156 | 99096 | 30060 | 30060 | |
| 3220. MARATHON OIL CORP COM | 2006-02-13 | 2010-10-29 | 113542 | 108653 | 4889 | 4889 | |
| 3120. MCDONALDS CORP | 2009-06-24 | 2011-05-19 | 257364 | 175720 | 81644 | 81644 | |
| 5950. MCGRAW-HILL COMPANIES INC COM | 2009-06-24 | 2010-12-14 | 216481 | 175664 | 40817 | 40817 | |
| 2550. METLIFE INC COM | 2010-07-08 | 2011-02-01 | 119632 | 100225 | 19407 | 19407 | |
| 305. NATIONAL-OILWELL INC COM | 2010-10-29 | 2011-09-26 | 16100 | 16491 | -391 | -391 | |
| 2625. NATIONAL-OILWELL INC COM | 2008-02-08 | 2011-09-26 | 138566 | 149114 | -10548 | -10548 | |
| 2418. NIKE INC CL B | 2008-11-03 | 2011-05-19 | 207848 | 137056 | 70792 | 70792 | |
| 4350. NOVARTIS AG-ADR | 2006-02-13 | 2011-05-19 | 268650 | 237848 | 30802 | 30802 | |
| 3075. OCCIDENTAL PETE CORP COM | 2007-06-11 | 2010-10-29 | 240830 | 176978 | 63852 | 63852 | |
| 5500. OMNICOM GROUP INC | 2009-01-09 | 2010-12-14 | 257015 | 153249 | 103766 | 103766 | |
| 3000. ORACLE CORPORATION | 2008-03-11 | 2011-05-31 | 101344 | 58331 | 43013 | 43013 | |
| 24038.461 PNC TOTAL RETURN ADVANTAGE FUND CLASS I | 2004-02-27 | 2010-12-14 | 250000 | 255048 | -5048 | -5048 | |
| 14137.606 PNC TOTAL RETURN ADVANTAGE FUND CLASS I | 2011-06-22 | 150000 | 146746 | 3254 | 3254 | ||
| 7981.219 PNC TOTAL RETURN ADVANTAGE FUND CLASS I | 2005-07-21 | 2011-09-26 | 85000 | 82446 | 2554 | 2554 | |
| 31023.785 PNC GOVERNMENT MRTG FD CLASS I | 2005-07-21 | 2011-06-22 | 300000 | 286970 | 13030 | 13030 | |
| 2040. PARKER HANNIFIN CORP COM | 2010-07-08 | 2010-12-14 | 176197 | 116722 | 59475 | 59475 | |
| 3100. PEPSICO INC | 2004-06-15 | 2010-10-29 | 201559 | 170777 | 30782 | 30782 | |
| 8150. PEPSICO INC | 2011-05-19 | 584101 | 442091 | 142010 | 142010 | ||
| 450. PRICE T ROWE GROUP INC COM | 2010-07-08 | 2010-10-29 | 24826 | 21182 | 3644 | 3644 | |
| 2500. PRICE T ROWE GROUP INC COM | 2010-07-08 | 2011-06-30 | 150457 | 117675 | 32782 | 32782 | |
| 3210. ROCKWELL INTL CORP NEW | 2010-07-08 | 2010-12-14 | 231020 | 165435 | 65585 | 65585 | |
| 2913.753 T ROWE PRICE NEW HORIZONS FUND | 2011-02-01 | 100000 | 105214 | -5214 | -5214 | ||
| 3477.052 T ROWE PRICE NEW HORIZONS FUND | 2007-09-25 | 2011-06-22 | 125000 | 124479 | 521 | 521 | |
| 7457.121 ROYCE FD TOTAL RETURN | 2011-02-01 | 100000 | 99220 | 780 | 780 | ||
| 4447.739 ROYCE FD TOTAL RETURN | 2005-09-01 | 2011-06-22 | 60000 | 57198 | 2802 | 2802 | |
| 1865. SCHLUMBERGER LTD | 2009-06-24 | 2010-10-29 | 130045 | 99703 | 30342 | 30342 | |
| 5525. SECTOR SPDR TR SBI BASIC INDS | 2008-10-31 | 2010-10-29 | 191991 | 144848 | 47143 | 47143 | |
| 4565. INDUSTRIAL SELECT SECTOR SPDR ETF LARGE CAP | 2008-10-23 | 2010-10-29 | 146596 | 106000 | 40596 | 40596 | |
| 8615. STAPLES INC. | 2010-12-14 | 190117 | 190101 | 16 | 16 | ||
| 6700. STARBUCKS CORP | 2010-12-14 | 2011-05-19 | 248735 | 215840 | 32895 | 32895 | |
| 12544. TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR | 2006-06-15 | 2011-05-19 | 167846 | 109176 | 58670 | 58670 | |
| 5000. TALISMAN ENERGY INC COM | 2009-06-24 | 2010-10-29 | 89769 | 69400 | 20369 | 20369 | |
| 2900. TEVA PHARMACEUTICAL IND ADR | 2006-02-13 | 2010-12-14 | 152546 | 119652 | 32894 | 32894 | |
| 2875. TEVA PHARMACEUTICAL IND ADR | 2006-02-13 | 2011-05-31 | 146076 | 118620 | 27456 | 27456 | |
| 12000. TEXAS INSTRUMENTS | 2010-12-14 | 392393 | 249083 | 143310 | 143310 | ||
| 4240. TEXAS INSTRUMENTS | 2011-06-30 | 2011-09-26 | 113807 | 139242 | -25435 | -25435 | |
| 2280. 3M COMPANY COM | 2010-07-08 | 2011-02-01 | 200821 | 184613 | 16208 | 16208 | |
| 4000. WALGREEN COMPANY | 2011-05-19 | 2011-06-30 | 168668 | 176790 | -8122 | -8122 | |
| 55000. WELLS FARGO & CO SUB NTS DTD 2-06-2001 6.450% DUE 2-01-2011 | 2002-08-22 | 2011-02-01 | 55000 | 59926 | -4926 | -4926 | |
| 4110. COOPER INDUSTRIES PLC SEDOL B40K911 ISIN IE00B40K9117 | 2011-05-31 | 2011-09-26 | 191575 | 256706 | -65131 | -65131 | |
| 3000. ACE LIMITED ISIN CH0044328745 SEDOL B3BQMF6 | 2006-06-15 | 2010-10-29 | 178437 | 148114 | 30323 | 30323 | |
| 1520. CORD LABORATORIES | 2010-10-29 | 2011-05-19 | 148260 | 119350 | 28910 | 28910 | |
| CAPITAL GAIN DIVIDENDS | 339 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 1502862 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1228919 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 27560728 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.044589 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1688971 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 24707667 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.068358 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1573132 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 33714297 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.046661 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1559133 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 34242491 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.045532 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1483193 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 31765018 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.046693 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.251833 | TotalDistributionRatio |
| Average Distribution Ratio | 0.050367 | AverageDistributionRatio |
| Net Noncharitable Assets | 29768538 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1499341 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 22024 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1521365 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1344591 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 44048 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 44048 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 44048 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 13300 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 0 | TaxPaidWithExtension |
| Total Credits And Payments | 13300 | TotalCreditsAndPayments |
| Penalty For Underpayment | 0 | PenaltyForUnderpayment |
| Tax Due | 30748 | 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 Person Name | PNC BANK NA | BooksInCareOfPersonName |
| 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 (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| PNC BANK NA | ||||||
| P O BOX 94651 | CLEVELAND | OH | 440144651 | TRUSTEE | 15 | 164697 |
| JUDGE WILLIAM LEE | ||||||
| 1607 DODGE AVENUE | FORT WAYNE | IN | 46805 | DIST COMM | 1 | 1000 |
| JANET CHRZAN | ||||||
| 14527 EGRETS CT | FORT WAYNE | IN | 46814 | DIST COMM | 1 | 1500 |
| DON WOLF | ||||||
| 11718 AUTUMN TREE DR | FORT WAYNE | IN | 46845 | DIST COMM | 1 | 1500 |
| TOM QUIRK | ||||||
| 7130 BLUE CREEK DR | FORT WAYNE | IN | 46804 | DIST COMM | 1 | 1500 |
| THOMAS SHOAFF | ||||||
| 111 E WAYNE STE 800 | FORT WAYNE | IN | 46802 | DIST COMM | 1 | 1500 |
| 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 | 30221866 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 30221866 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 30221866 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 453328 | CashDeemedCharitable |
| Net Noncharitable Assets | 29768538 | NetNoncharitableAssets |
| Minimum Investment Return | 1488427 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1488427 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 44048 | TaxBasedOnInvestmentIncome |
| Total Tax | 44048 | TotalTax |
| Distributable Amount Before Adj | 1444379 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 1500 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 1445879 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 1445879 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1344591 | 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 | 1344591 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 1344591 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1445879 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 1283710 | 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 | 1344591 | QualifyingDistributions |
| Applied To Year1 | 1283710 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 60881 | 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 | 1384998 | 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
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 (86 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Business Name Line2RecipientBusinessName/BusinessNameLine2 |
|---|---|---|---|---|---|---|---|---|
| THE SOUTHEAST YOUTH COUNCIL INC | ||||||||
| PO BOX 236 | MONROEVILLE | IN | 46773 | NONE | PUBLIC | GENERAL SUPPORT | $30,000 | |
| CHILDRENS AUTISM CENTER INC | ||||||||
| 10313 ABOITE CENTER ROAD | FORT WAYNE | IN | 46804 | NONE | PUBLIC | APPLIED BEHAVIOUR ANALYSIS PROGRAM | $2,500 | |
| FORT WAYNE PARK FOUNDATIO | ||||||||
| 705 EAST STATE BLVD | FORT WAYNE | IN | 46805 | NONE | PUBLIC | 2011 SHOCASE GARDEN EXHIBITS | $4,500 | |
| FORT WAYNE DANCE COLLECTIVE | ||||||||
| 437 E BERRY ST STE3 | FORT WAYNE | IN | 46802 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 | |
| ARTS UNITED OF GREATER FORT WAYNE | ||||||||
| 114 EAST SUPERIOR | FORT WAYNE | IN | 46802 | NONE | PUBLIC | MILLENNIUM CENTER | $100,000 | |
| BOYS AND GIRLS CLUB OF FORT WAYNE | ||||||||
| 2301 FAIRFIELD AVE STE 102 | FORT WAYNE | IN | 45807 | NONE | PUBLIC | GENERAL SUPPORT | $30,000 | |
| INDIANA-PURDUE FOUNDATION | ||||||||
| 2101 E COLISEUM BOULEVARD | FORT WAYNE | IN | 46805 | NONE | PUBLIC | NCAA SCHOLARSHIP FUND | $21,000 | PURDUE UNIVERSITY |
| NATIONAL LEAGUE OF CUBAN-AMERICAN | ||||||||
| 130 E LEWIS STREET | FORT WAYNE | IN | 46802 | NONE | PUBLIC | AFTER SCHOOL TUTORING PROGRAM, GED CLASSES | $5,000 | |
| EMBASSY THEATRE FOUNDATION | ||||||||
| 125 WEST JEFFERSON BLVD | FORT WAYNE | IN | 46802 | NONE | PUBLIC | GENERAL SUPPORT | $7,500 | |
| COMMUNITY HARVEST FOOD BANK | ||||||||
| 999 EAST TILMMAN ROAD | FORT WAYNE | IN | 46816 | NONE | PUBLIC | HEALTHY FAMILY INITIATIVE PROGRAM | $65,000 | |
| LEAGUE FOR THE BLIND AND DISABLED | ||||||||
| 5821 S ANTHONY BLVD | FORT WAYNE | IN | 46816 | NONE | PUBLIC | ADAPTIVE EQUIPMENT PROGRAM SUPPORT | $10,000 | |
| TURNSTONE CENTER FOR DISABLED | ||||||||
| 3320 N CLINTON ST | FORT WAYNE | IN | 46805 | NONE | PUBLIC | GENERAL SUPPORT | $25,000 | ADULTS AND CHILDREN |
| CENTER FOR NONVIOLENCE | ||||||||
| 235 WEST CREIGHTON AVE | FORT WAYNE | IN | 46807 | NONE | PUBLIC | DOMSTIC VIOLENCE PROGRAMS | $5,000 | |
| EASTER SEALS OF NE INDIANA | ||||||||
| 4919 COLDWATER RD | FORT WAYNE | IN | 46825 | NONE | PUBLIC | ASSISTIVE TECHNOLOGY PROGRAM | $5,000 | |
| ALLEN COUNTY FORT WAYNE HISTORICAL | ||||||||
| 302 EAST BERRY STREET | FORT WAYNE | IN | 46802 | NONE | PUBLIC | STUDENT TOUR PROGRAM | $25,000 | SOCIETY |
| PARK CENTER INC | ||||||||
| 2827 E TILLMAN RD | FORT WAYNE | IN | 46805 | NONE | PUBLIC | APPLE SPICE JUNCTION PROJECT | $10,000 | |
| EARLY CHILDHOOD ALLIANCE INC | ||||||||
| 3320 FAIRFIELD AVE | FORT WAYN | IN | 46807 | NONE | PUBLIC | EARLY CARE/EDUCATION PROGRAM | $10,000 | |
| FORT WAYNEALLEN COUNTY ECONOMIC | ||||||||
| 111 W WAYNE STE | FORT WAYNE | IN | 46802 | NONE | PUBLIC | DOWNTOWN DEVELOPMENT STRATEGY | $15,000 | DEVELOPMENT ALLIANCE |
| FRANCISCAN CENTER INC | ||||||||
| 4643 GAYWOOD DRIVE | FORT WAYNE | IN | 46851 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $5,000 | |
| EUELL A WILSON CENTER INC | ||||||||
| 1512 OXFORD STREET | FORT WAYNE | IN | 46806 | NONE | PUBLIC | AFTER SCHOOL/SUMMER PROGRAM FOR AT RISK YOUTH | $5,000 | |
| CHRISTIAN COMMUNITY HEALTH CARE INC | ||||||||
| 13410 MAIN STREET | GRABILL | IN | 46741 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $5,000 | |
| LIFELINE YOUTH AND FAMILY SERVICES | ||||||||
| PO BOX 80487 | FORT WAYNE | IN | 46898 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 | |
| HOMEBOUND MEALS INC | ||||||||
| 611 WEST BERRY STREET | FORT WAYNE | IN | 46802 | NONE | PUBLIC | HBM PROGRAM SUPPORT | $6,000 | |
| ARTLINK INC | ||||||||
| 437 E BERRY ST ST 2 | FORT WAYNE | IN | 46802 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $5,000 | |
| FORT WAYNE YOUTHTHEATRE INC | ||||||||
| 303 EAST MAIN STREET | FORT WAYNE | IN | 46802 | NONE | PUBLIC | EXPANDING TOURING PROGRAM | $2,500 | |
| FORT WAYNE CLUBHOUSE | ||||||||
| 3327 LAKE AVENUE | FORT WAYNE | IN | 46805 | NONE | PUBLIC | SERVICES FOR THE MENTALLY ILL | $6,500 | CARRIAGE HOUSE |
| NORTHEAST INDIANA INNOVATION CENTER | ||||||||
| 3211 STELLHORN ROAD | FORT WAYNE | IN | 46815 | NONE | PUBLIC | STUDENT VENTURE LAB PROJECT | $25,000 | |
| FRIENDS OF THE LINCOLN MUSEUM | ||||||||
| BERRY ST | FORT WAYNE | IN | 46802 | NONE | PUBLIC | LINCOLN COLLECTION | $50,000 | |
| SUPER SHOT INC | ||||||||
| 1 CANAL PLACE | FORT WAYNE | IN | 46802 | NONE | PUBLIC | IMMUNIZATION PROJECT | $6,000 | |
| BLUE JACKET INC | ||||||||
| 3702 SOUTH CLINTON STREET | FORT WAYNE | IN | 46806 | NONE | PUBLIC | DEVELOPMENT FOR EX OFFENDERS | $3,000 | |
| FORT WAYNE BALLET INC | ||||||||
| 300 EAST MAIN STREET | FORT WAYNE | IN | 46802 | NONE | PUBLIC | IN THEATRE EDUCATIONAL YOUTH PERFORMANCES | $7,500 | |
| TEACH OUR CHILDREN FUND INC | ||||||||
| 800 BROADWAY ST STE 215 | FORT WAYNE | IN | 46802 | NONE | PUBLIC | SCHOLARSHIP PROGRAM FOR LOW INCOME STUDENTS | $2,500 | |
| NATIONAL SOCCER FESTIVALS INC | ||||||||
| 5525 HOPKINTON DRIVE | FORT WAYNE | IN | 46814 | NONE | PUBLIC | GENERAL SUPPORT | $30,000 | |
| FORT WAYNE PHILHARMONCI ORCHESTRA | ||||||||
| 4901 FULLER DRIVE | FORT WAYNE | IN | 46835 | NONE | PUBLIC | GENERAL SUPPORT | $20,000 | |
| FAMILY AND CHILDREN'S SERVICES | ||||||||
| 2712 SOUTH CALHOUN ST | FORT WAYNE | IN | 46807 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 | |
| GIRL SCOUTS OF N INDIANA-MICHIGAN | ||||||||
| 10008 DUPONT CIRCLE DRIVE EAST | FORT WAYNE | IN | 46825 | NONE | PUBLIC | GENERAL SUPPORT | $15,000 | |
| AUDIENCES UNLIMITED | ||||||||
| 227 E WASHINGTON BLVD | FORT WAYNE | IN | 46802 | NONE | PUBLIC | GENERAL PROGRAM SUPPORT | $7,500 | |
| BIG BROTHERSBIG SISTERS OF NE | ||||||||
| 2439 FAIRFIELD AVE | FORT WAYNE | IN | 46807 | NONE | PUBLIC | LUNCH BUDDIES YOUTH MENTORING PROGRAM | $25,000 | INDIANA |
| FORT WAYNE RESCUE MISSION | ||||||||
| 301 W SUPERIOR 46802 | FORT WAYNE | IN | 46802 | NONE | PUBLIC | GENERAL SUPPORT | $7,500 | |
| MATTHEW 25 INC | ||||||||
| 413 E JEFFERSON BLVD | FORT WAYNE | IN | 46802 | NONE | PUBLIC | GENERAL SUPPORT | $7,500 | |
| ST MARY'S CATHOLIC CHURCH | ||||||||
| 1101 S LAFAYETTE | FORT WAYNE | IN | 46802 | NONE | PUBLIC | GENERAL SUPPORT | $7,500 | SOUP KITCHEN |
| SALVATION ARMY | ||||||||
| 2901 N CLINTON ST | FORT WAYNE | IN | 46802 | NONE | PUBLIC | GENERAL SUPPORT | $7,500 | |
| UNITED WAY | ||||||||
| 227 E WASHINGTON BLVD | FORT WAYNE | IN | 46802 | NONE | PUBLIC | GENERAL SUPPORT | $75,000 | |
| LUTHERAN SOCIAL SERVICES | ||||||||
| 330 MADISON ST | FORT WAYNE | IN | 46857 | NONE | PUBLIC | GENERAL SUPPORT | $1,500 | METRO AREA PAINT A THON |
| JUNIOR ACHIEVEMENT | ||||||||
| 601 NOBLE DRIVE | FORT WAYNE | IN | 46825 | NONE | PUBLIC | GENERAL SUPPORT | $30,000 | |
| BLESSINGS IN A BACKPACK | ||||||||
| 111 E WAYNE ST STE 555 | FORT WAYNE | IN | 46802 | NONE | PUBLIC | WEEKEND FOOD PROGRAM | $10,000 | |
| CANCER SERVICES OF ALLEN COUNTY | ||||||||
| 2925 E STATE BLVD | FORT WAYNE | IN | 46325 | NONE | PUBLIC | CLIENT ADVOCATE PROGRAM | $15,000 | |
| CHILDRENS HOPE INC | ||||||||
| 10814 SHIREGREEN LANE | FORT WAYNE | IN | 46804 | NONE | PUBLIC | MAD ANTHONYS CHILDRENS HOPE HOUSE PROGRAM | $10,000 | |
| COMMUNITY TRANSPORTATION NETWORK | ||||||||
| 227 W WASHINGTON BLVD STE 103 | FORT WAYNE | IN | 46802 | NONE | PUBLIC | MEDICAL TRANSPORTATION PROGRAM | $15,000 | |
| ERINS HOUSE OF GRIEVING CHILDREN | ||||||||
| 227 E WASHINGTON | FORT WAYNE | IN | 46802 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $6,000 | |
| FORT WAYNE AREA YOUTH FOR CHRIST | ||||||||
| 2825 WILLEGAS ROAD | FORT WAYNE | IN | 46808 | NONE | PUBLIC | DECISIONES BUENOS PROGRAM | $10,000 | |
| NEIGHBORHOOD HEALTH CLINICS | ||||||||
| 3024 FAIRFIELD AVE | FORT WAYNE | IN | 46807 | NONE | PUBLIC | MEDICAL/DENTAL CARE PROGRAM TO UNINSURED | $5,000 | |
| SCAN INC | ||||||||
| 500 WEST MAIN STREET | FORT WAYNE | IN | 46802 | NONE | PUBLIC | GENERAL SUPPORT | $7,500 | |
| ALLEN COUNTY EDUCATION PARTNERSHIP | ||||||||
| 709 CLAY ST STE 101 | FORT WAYNE | IN | 46802 | NONE | PUBLIC | EARLY LITERACY PROGRAM | $5,000 | |
| ARCH INC | ||||||||
| 437 EAST BERRY ST STE 204 | FORTY WAYNE | IN | 46802 | NONE | PUBLIC | COMMUNITY EDUCATION PROGRAMS | $3,000 | |
| ASSOCIATED CHURCHES OF FORT WAYNE | ||||||||
| 602 E WAYNE STREET | FORT WAYNE | IN | 46802 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $35,000 | IN |
| AUBURN AUTOMOTIVE HERITAGE INC | ||||||||
| 1600 S WAYNE STREET | AUBURN | IN | 46706 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $25,000 | |
| CEDARS HOPE INC | ||||||||
| 527 W BERRY STREET | FORT WAYNE | IN | 46802 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | |
| FESTIVAL OF ARTMUSIC FOR ELEM SCHO | ||||||||
| RHINEHART MUSIC CTR RM 230A | FORT WAYNE | IN | 46805 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 | |
| FORT WAYNE URBAN LEAGUE | ||||||||
| 2135 SOUTH HANNA STREET | FORT WAYNE | IN | 46803 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $10,000 | |
| FORT WAYNE WOMENS BUREAU INC | ||||||||
| 3521 LAKE AVE STE 1 | FORT WAYNE | IN | 46805 | NONE | PUBLIC | WOMENS ENTERPRISE PROGRAM | $10,000 | |
| FRANCINES FRIENDS INC | ||||||||
| 709 CLAY STREET STE 300 | FORT WAYNE | IN | 46802 | NONE | PUBLIC | MOBILE MAMMOGRAPHY UNIT | $15,000 | |
| HARLAN CHRISTIAN YOUTH CENTER | ||||||||
| 17308 SECOND STREET | HARLAN | IN | 46743 | NONE | PUBLIC | GENERAL SUPPORT | $15,000 | |
| HAROLD W MCMILLEN CENTER | ||||||||
| 600 JIM KELLEY BLVD | FORT WAYNE | IN | 46816 | NONE | PUBLIC | HEALTH PROGRAMS | $5,000 | FOR HEALTH EDUCATION |
| HEADWATERS PARK ALLIANCE | ||||||||
| 110 W BERRY ST STE 1006 | FORT WAYNE | IN | 46802 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 | |
| FORT WAYNE MEDICAL SOCIETY FDN | ||||||||
| MEDICAL OFFICE BLDG STE 316 | FORT WAYNE | IN | 46802 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $5,000 | |
| LEADERSHIP FORT WAYNE INC | ||||||||
| 2101 E COLISEUM BLVD | FORT WAYNE | IN | 46805 | NONE | PUBLIC | GNERAL OPERATING SUPPORT | $2,500 | |
| LITERACY ALLIANCE | ||||||||
| 709 CLAY ST STE 100 | FORT WAYNE | IN | 46802 | NONE | PUBLIC | ADULT INSTRUCTION PROGRAMS | $10,000 | |
| MUSTARD SEED FURNITURE BANK | ||||||||
| 3636 ILLINOIS ROAD | FORT WAYNE | IN | 46804 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $2,500 | OF FORT WAYNE INC |
| NE INDIANA FOUNDATION | ||||||||
| 300 MAIN STREET STE 210 | FORT WAYNE | IN | 46802 | NONE | PUBLIC | GENERAL OPERATING SUPPORT | $25,000 | |
| POWER HOUSE YOUTH CENTER | ||||||||
| 830 MAIN STREET | NEW HAVEN | IN | 46774 | NONE | PUBLIC | GENERAL SUPPORT | $15,000 | |
| RIVER GREENWAY CONSORTIUM INC | ||||||||
| 5750 COVENTRY LANE STE B1 | FORT WAYNE | IN | 46804 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 | |
| WELLSPRING INTERFAITH SOCIAL SERVIC | ||||||||
| 1316 BROADWAY AVENUE | FORT WAYNE | IN | 46802 | NONE | PUBLIC | GENERAL SUPPORT | $15,000 | |
| YMCA OF FORT WAYNE | ||||||||
| 347 WEST BERRY STE 500 | FORT WAYNE | IN | 46802 | NONE | PUBLIC | CAMP POTAWOTAMI EQUIPMENT | $5,000 | |
| YWCA OF NORTHEAST INDIANA | ||||||||
| 1610 SPY RUN AVENUE | FORT WAYNE | IN | 46805 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 | |
| ATLAS FOUNDATION LTD | ||||||||
| 10555 N OGDEN ROAD | NORTH MANCHESTER | IN | 46962 | NONE | PUBLIC | SCHOOL SPROUTING SYSTEM | $3,000 | |
| COMMUNITY FOUNDATION OF GREATER | ||||||||
| 555 E WAYNE ST | FORT WAYNE | IN | 46802 | NONE | PUBLIC | GENERAL SUPPORT | $50,000 | FORT WAYNE |
| FORT WAYNE PUBLIC TELEVISION | ||||||||
| 2501 E COLISEUM BLVD | FORT WAYNE | IN | 46805 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 | |
| C2G MUSIC HALL INC | ||||||||
| 323 W BAKER ST | FORT WAYNE | IN | 46802 | NONE | PUBLIC | GENERAL SUPPORT | $15,000 | |
| FORT WAYNE MUSEUM OF ART | ||||||||
| 311 E MAIN ST | FORT WAYNE | IN | 46802 | NONE | PUBLIC | GENERAL SUPPORT | $35,000 | |
| PUBLIC BROADCASTING OF NE INDIANA | ||||||||
| 2501 E COLISEUM BLVD | FORT WAYNE | IN | 46805 | NONE | PUBLIC | GENERAL SUPPORT | $15,000 | |
| EAST WAYNE STREET CENTER | ||||||||
| 801 E WAYNE STREET | FORT WAYNE | IN | 46803 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 | |
| FORT WAYNE CHILDRENS CHOIR | ||||||||
| 2101 E COLISEUM BLVD | FORT WAYNE | IN | 46805 | NONE | PUBLIC | GENERAL SUPPORT | $3,000 | |
| SHEPHERDS HOUSE | ||||||||
| 519 TENNESSEE AVE | FORT WAYNE | IN | 46805 | NONE | PUBLIC | GENERAL SUPPORT | $25,000 | |
| INTERFAITH HOSPITALITY | ||||||||
| 2605 GAY STREET | FORT WAYNE | IN | 46803 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 | |
| MAUMEE VALLEY ANTIQUE | ||||||||
| 1720 S WEBSTER RD | NEW HAVEN | IN | 46774 | NONE | PUBLIC | GENERAL SUPPORT | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1258500 | 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 | $786,485 | 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 | 15 | ExclusionCode |
| Exclusion | $5,233 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $1,502,862 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,294,580 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 2294580 | 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 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| POSTED SUBSEQ YR FOR CURR YR | $7,390 |
| TRADE DT SETTLE DT ADJUST | $12 |
| REVERSAL | $1,308 |
| ACCRUED MARKET INTEREST DISC | $5,233 |
| ROUNDING ADJUSTMENT | $5 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| MISC FOUNDATION EXPENSES | 242 | 0 | 242 |
| ADR SERVICE FEES | 15 | 15 | 0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| POSTED CURR YR FOR PR YR | $8,896 |
| RECOVERY OF PRIOR DISTRIBUTION | $1,500 |
Taxes Schedule TaxesSchedule
Taxes Taxes (5 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES | $1,882 | 1882 | 0 |
| FEDERAL TAX PAYMENT - PRIOR YR | $2,949 | 0 | 0 |
| FEDERAL ESTIMATES - PRINCIPAL | $13,300 | 0 | 0 |
| FOREIGN TAXES ON QUALIFIED FOR | $3,780 | 3780 | 0 |
| FOREIGN TAXES ON NONQUALIFIED | $650 | 650 | 0 |
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