ENGLISH-BONTER-MITCHELL FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- ENGLISH-BONTER-MITCHELL FOUNDATION (EIN 35-6247168)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2009-10-15
- IRS object ID
- 201111329349100526
- 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
- Accounting Fees Schedule
- Compensation Explanation
- 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 | 2009-10-15T15:15:33+05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | 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 | P O BOX 94651 | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 44101 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MATTHEW L STUMP | Name |
| Title | TAX MANAGER | Title |
| Phone | 2162574699 | Phone |
| Date Signed | 2011-05-12 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 117220707 | FMVAssetsEOY |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | 3028145 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 3028145 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 1606518 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 34000953 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 1606518 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 0 | NetSTCGAdjNetIncm |
| Other Income Rev And Expnss | 6687 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 5233 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 4641350 | TotalRevenueAndExpenses |
| Total Net Investment Income | 4639896 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 564455 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 281228 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 283228 | 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 | 28723 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 28723 | 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 | 48391 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 48391 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 642269 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 309951 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 332319 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 4559000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 4559000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 5201269 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 309951 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 4891319 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -559919 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 4329945 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 4585715 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 2995162 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 2995162 | 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 | 7848711 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 62010090 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 59559261 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 78210633 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 26798300 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 32219436 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 26805115 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 3303375 | InvestmentsOtherBOY |
| Investments Other EOY | 1353375 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1294110 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 66976 | OtherAssetsBOY |
| Other Assets EOY | 66976 | OtherAssetsEOY |
| Other Assets EOYFMV | 66976 | OtherAssetsEOYFMV |
| Total Assets BOY | 103736150 | TotalAssetsBOY |
| Total Assets EOY | 103165904 | TotalAssetsEOY |
| Total Assets EOYFMV | 117220707 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 103736150 | CapitalStockBOY |
| Capital Stock EOY | 103165904 | CapitalStockEOY |
| Total Net Assets BOY | 103736150 | TotalNetAssetsBOY |
| Total Net Assets EOY | 103165904 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 103736150 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 103165904 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 103736150 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -559919 | ExcessOfRevenueOverExpenses |
| Other Increases | 18776 | OtherIncreases |
| Subtotal | 103195007 | Subtotal |
| Other Decreases | 29103 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 103165904 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (78 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 |
|---|---|---|---|---|---|---|---|
| 550000. GEN ELEC CAP CRP GE DTD 01-19-00 7.375% DUE 01-19-10 | 2000-01-19 | 2010-01-19 | 550000 | 546167 | 3833 | 3833 | |
| 1854.67 FEDERAL NATL MTG ASSN POOL 747528 | 2003-10-10 | 2010-01-25 | 1855 | 1834 | 21 | 21 | |
| 7900. AT&T INC | 2008-08-07 | 2010-01-27 | 199156 | 241126 | -41970 | -41970 | |
| 15300. CVS CORPORATION (DEL) | 2006-01-31 | 2010-01-27 | 497484 | 449550 | 47934 | 47934 | |
| 21875. EQT CORPORATION | 2010-01-27 | 923579 | 743823 | 179756 | 179756 | ||
| 13530. ISHARES TR RUSSELL 2000 | 2010-01-27 | 821528 | 1028098 | -206570 | -206570 | ||
| 8730. JACOBS ENGINEERING GROUP INC | 2006-11-13 | 2010-01-27 | 341723 | 348949 | -7226 | -7226 | |
| 8700. NATIONAL-OILWELL INC COM | 2008-02-08 | 2010-01-27 | 366614 | 494206 | -127592 | -127592 | |
| 18250. NOKIA CORP SPONSORED ADR | 2008-05-01 | 2010-01-27 | 229947 | 547827 | -317880 | -317880 | |
| 15000. OMNICOM GROUP INC | 2008-11-26 | 2010-01-27 | 539243 | 391424 | 147819 | 147819 | |
| 8400. PEPSICO INC | 2004-06-15 | 2010-01-27 | 500802 | 462750 | 38052 | 38052 | |
| 38625. QUANTA SVCS INC COM | 2010-01-27 | 694160 | 910498 | -216338 | -216338 | ||
| 6400. SECTOR SPDR TR SBI BASIC INDS | 2008-10-31 | 2010-01-27 | 197757 | 167788 | 29969 | 29969 | |
| 19000. INDUSTRIAL SELECT SECTOR SPDR ETF LARGE CAP | 2008-10-23 | 2010-01-27 | 524393 | 441182 | 83211 | 83211 | |
| 8600. TEXAS INSTRUMENTS | 2010-01-27 | 198313 | 187590 | 10723 | 10723 | ||
| 50. UNION PACIFIC CORP | 2006-01-31 | 2010-01-27 | 3193 | 2183 | 1010 | 1010 | |
| 5600. WAL-MART STORES INC | 2004-06-15 | 2010-01-27 | 297804 | 318560 | -20756 | -20756 | |
| 35000. WEATHERFORD INTL LTD SEDOL B5KL6S7 | 2007-06-05 | 2010-01-27 | 567266 | 965162 | -397896 | -397896 | |
| 1760.22 FEDERAL NATL MTG ASSN POOL 747528 | 2003-10-10 | 2010-02-25 | 1760 | 1740 | 20 | 20 | |
| 3113.68 FEDERAL NATL MTG ASSN POOL 747528 | 2003-10-10 | 2010-02-28 | 3114 | 3079 | 35 | 35 | |
| 2400. COLGATE PALMOLIVE COMPANY | 2010-03-17 | 202422 | 131358 | 71064 | 71064 | ||
| 1000000. FEDERAL HOME LOAN BANK BDS | 2005-09-20 | 2010-03-17 | 1000000 | 1002339 | -2339 | -2339 | |
| 7450. LOCKHEED MARTIN CORP | 2010-03-17 | 632951 | 625069 | 7882 | 7882 | ||
| 25100. SECTOR SPDR TR SBI BASIC INDS | 2008-10-31 | 2010-03-17 | 854996 | 658042 | 196954 | 196954 | |
| 3575. WAL-MART STORES INC | 2004-06-15 | 2010-03-17 | 200270 | 203366 | -3096 | -3096 | |
| 2818.86 FEDERAL NATL MTG ASSN POOL 747528 | 2003-10-10 | 2010-03-31 | 2819 | 2787 | 32 | 32 | |
| 400000. E.I. DU PONT DE NEMOURS NOTES | 2005-07-21 | 2010-04-30 | 400000 | 396144 | 3856 | 3856 | |
| 2677.53 FEDERAL NATL MTG ASSN POOL 747528 | 2003-10-10 | 2010-04-30 | 2678 | 2647 | 31 | 31 | |
| 600000. UNITED TECHNOLOGIES CORP NOTES | 2005-08-30 | 2010-05-01 | 600000 | 599916 | 84 | 84 | |
| 9750. CVS CORPORATION (DEL) | 2010-05-18 | 349392 | 268133 | 81259 | 81259 | ||
| 3580. COLGATE PALMOLIVE COMPANY | 2004-10-05 | 2010-05-18 | 300189 | 160191 | 139998 | 139998 | |
| 9100. NOVARTIS AG-ADR | 2006-01-31 | 2010-05-18 | 428129 | 502061 | -73932 | -73932 | |
| 14000. US BANCORP DEL COM NEW | 1910-03-17 | 2010-05-18 | 354274 | 368900 | -14626 | -14626 | |
| 36000. WILLIAMS COS INC | 1910-01-27 | 2010-05-18 | 772338 | 786460 | -14122 | -14122 | |
| 3527.58 FEDERAL NATL MTG ASSN POOL 747528 | 2003-10-10 | 2010-05-31 | 3528 | 3488 | 40 | 40 | |
| 2209.25 FEDERAL NATL MTG ASSN POOL 747528 | 2003-10-10 | 2010-06-30 | 2209 | 2184 | 25 | 25 | |
| 600000. WAL MART STORES NOTES | 2005-07-21 | 2010-07-01 | 600000 | 589896 | 10104 | 10104 | |
| 16533. CVS CORPORATION (DEL) | 2006-11-28 | 2010-07-08 | 481759 | 447942 | 33817 | 33817 | |
| 13500. OWENS ILL INC COM NEW | 2009-09-14 | 2010-07-08 | 389921 | 497541 | -107620 | -107620 | |
| 12765. PEABODY ENERGY CORP COM | 2010-07-08 | 539672 | 503672 | 36000 | 36000 | ||
| 71946.419 T ROWE PRICE EMERGING MARKETS STOCK FUND | 2010-07-08 | 2097238 | 1652387 | 444851 | 444851 | ||
| 12900. ST JUDE MEDICAL INC | 2009-09-14 | 2010-07-08 | 468163 | 503995 | -35832 | -35832 | |
| 11000. STATE STREET CORP | 2009-06-04 | 2010-07-08 | 392980 | 512156 | -119176 | -119176 | |
| 27200. SYMANTEC CORP COM | 2006-11-30 | 2010-07-08 | 389984 | 577328 | -187344 | -187344 | |
| 31000. FOSTER WHEELER AG SEDOL B4Y5TZ6 | 2006-09-19 | 2010-07-08 | 681145 | 599850 | 81295 | 81295 | |
| 4080. FRONTIER COMMUNICATIONS CO | 2009-06-04 | 2010-07-15 | 29702 | 31745 | -2043 | -2043 | |
| 17000. VERIZON COMMUNICATIONS COM | 2009-06-04 | 2010-07-15 | 453894 | 471028 | -17134 | -17134 | |
| .68 FRONTIER COMMUNICATIONS CO | 2009-06-04 | 2010-07-16 | 5 | 5 | |||
| 4122.96 FEDERAL NATL MTG ASSN POOL 747528 | 2003-10-10 | 2010-07-31 | 4123 | 4077 | 46 | 46 | |
| 6164.64 FEDERAL NATL MTG ASSN POOL 747528 | 2003-10-10 | 2010-08-31 | 6165 | 6095 | 70 | 70 | |
| 14000. DOMINION RES INC VA NEW COM | 2006-10-26 | 2010-09-16 | 609106 | 571243 | 37863 | 37863 | |
| 6500. FEDEX CORP COM | 2010-01-27 | 2010-09-16 | 533331 | 513719 | 19612 | 19612 | |
| 8485. FREEPORT MCMORAN COPPER & GOLD CL B | 2010-09-16 | 693220 | 505191 | 188029 | 188029 | ||
| 12000. ILLINOIS TOOL WORKS INC COM | 2010-01-27 | 2010-09-16 | 561354 | 523170 | 38184 | 38184 | |
| 15600. MARATHON OIL CORP COM | 2006-02-01 | 2010-09-16 | 498781 | 599415 | -100634 | -100634 | |
| 5000. MEDCO HEALTH SOLUTIONS INC | 2009-06-04 | 2010-09-16 | 235032 | 227085 | 7947 | 7947 | |
| 37100. TEXAS INSTRUMENTS | 2004-08-23 | 2010-09-16 | 922684 | 761140 | 161544 | 161544 | |
| 550000. ALCOA INC DTD 05-23-01 6.50% DUE 06-01-11 | 2002-08-12 | 2010-09-27 | 572682 | 601656 | -28974 | -28974 | |
| 5575.78 FEDERAL NATL MTG ASSN POOL 747528 | 2003-10-10 | 2010-09-30 | 5576 | 5513 | 63 | 63 | |
| 5407.28 FEDERAL NATL MTG ASSN POOL 747528 | 2003-10-10 | 2010-10-31 | 5407 | 5346 | 61 | 61 | |
| 600000. MERRILL LYNCH & CO NOTES SER MTNB | 2005-08-30 | 2010-11-04 | 600000 | 598074 | 1926 | 1926 | |
| 4388.38 FEDERAL NATL MTG ASSN POOL 747528 | 2003-10-10 | 2010-11-30 | 4388 | 4339 | 49 | 49 | |
| 12075. CONOCOPHILLIPS | 2010-12-02 | 769683 | 789699 | -20016 | -20016 | ||
| 18000. EBAY INC COM | 2010-01-27 | 2010-12-02 | 537754 | 429449 | 108305 | 108305 | |
| 14000. JOHNSON CONTROLS INC. | 2009-09-14 | 2010-12-02 | 544728 | 381024 | 163704 | 163704 | |
| 14000. METLIFE INC COM | 2010-01-27 | 2010-12-02 | 565606 | 495957 | 69649 | 69649 | |
| 8800. PARKER HANNIFIN CORP COM | 2010-07-08 | 2010-12-02 | 739188 | 499402 | 239786 | 239786 | |
| 30500. STAPLES INC. | 2008-11-26 | 2010-12-02 | 697358 | 529160 | 168198 | 168198 | |
| 5000. THE TRAVELERS COS INC | 2008-11-26 | 2010-12-02 | 275127 | 207984 | 67143 | 67143 | |
| 22655. INVESCO LTD ISIN BMG491BT1088 SEDOL B28XP76 | 2008-09-12 | 2010-12-02 | 518455 | 560063 | -41608 | -41608 | |
| 8000. FIRST ENERGYCORP | 2008-11-26 | 2010-12-15 | 286750 | 457138 | -170388 | -170388 | |
| 6950. FRANKLIN RESOURCES INC | 2010-12-15 | 814240 | 647614 | 166626 | 166626 | ||
| 14000. JOHNSON CONTROLS INC. | 2009-09-14 | 2010-12-15 | 534218 | 381024 | 153194 | 153194 | |
| 32775. KBR INC | 2007-03-28 | 2010-12-15 | 950121 | 663071 | 287050 | 287050 | |
| 5000. NIKE INC CL B | 2008-11-03 | 2010-12-15 | 443973 | 283407 | 160566 | 160566 | |
| 18301. QUALCOMM INC COM | 2010-12-15 | 897777 | 784091 | 113686 | 113686 | ||
| 5180.9 FEDERAL NATL MTG ASSN POOL 747528 | 2003-10-10 | 2010-12-31 | 5181 | 5123 | 58 | 58 | |
| CAPITAL GAIN DIVIDENDS | 1222 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 1606518 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 6108574 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 100968293 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.0605 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 6443326 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 122287052 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.05269 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 6412833 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 139018429 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.046129 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 6028471 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 127771068 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.047182 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 5781256 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 121755394 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.047483 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.253984 | TotalDistributionRatio |
| Average Distribution Ratio | 0.050797 | AverageDistributionRatio |
| Net Noncharitable Assets | 108933590 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 5533474 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 43299 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 5576773 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 4891319 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 86599 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 86599 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 86599 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 27955 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 0 | TaxPaidWithExtension |
| Total Credits And Payments | 27955 | TotalCreditsAndPayments |
| Penalty For Underpayment | 0 | PenaltyForUnderpayment |
| Tax Due | 58644 | 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 (2 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 | OH | 441014651 | TRUSTEE | 50 | 563455 |
| M JAMES JOHNSTON | ||||||
| 110 W BERRY 10TH FL | FORT WAYNE | IN | 46802 | COMMITTEE MEMBER | 2 | 1000 |
| 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 | 110592477 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 110592477 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 110592477 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1658887 | CashDeemedCharitable |
| Net Noncharitable Assets | 108933590 | NetNoncharitableAssets |
| Minimum Investment Return | 5446680 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 5446680 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 86599 | TaxBasedOnInvestmentIncome |
| Total Tax | 86599 | TotalTax |
| Distributable Amount Before Adj | 5360081 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 5000 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 5365081 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 5365081 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 4891319 | 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 | 4891319 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 4891319 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 5365081 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 4643128 | 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 | 4891319 | QualifyingDistributions |
| Applied To Year1 | 4643128 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 248191 | 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 | 5116890 | 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 (115 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 | $190,000 |
| JUNIOR ACHIEVEMENT INC | ||||||||
| LENA YARIAN PRESIDENT | 601 NOBLE DRIVE | FORT WAYNE | IN | 46825 | NONE | PUBLIC | GENERAL SUPPORT | $155,000 |
| 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 |
| ALLEN COUNTY CASA COALITION | ||||||||
| IAN BOYCE PRESIDENT | 11801 LIMA ROAD | FORT WAYNE | IN | 46818 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 |
| 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 |
| BLESSINGS IN A BACKPACK INC | ||||||||
| MICHAEL S GOULOFF CHAIRMAN | 111 EAST WAYNE ST STE 555 | FORT WAYNE | IN | 46802 | NONE | PUBLIC | GENERAL SUPPORT | $20,000 |
| 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 | $190,000 |
| ASSOCIATED CHURCHES OF | ||||||||
| FORT WAYNE/ALLEN COUNTY | 602 EAST WAYNE STREET | FORT WAYNE | IN | 46802 | NONE | PUBLIC | GENERAL SUPPORT | $70,000 |
| 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 | $60,000 |
| CANCER SERVICES OF ALLEN COUNTY | ||||||||
| DIANNE MAY EXECUTIVE DIRECTOR | 6316 MUTUAL DRIVE | FORT WAYNE | IN | 46285 | NONE | PUBLIC | GENERAL SUPPORT | $50,000 |
| 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 | $8,000 |
| 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 | $90,000 |
| COMMUNITY TRANSPORTATION NETWORK | ||||||||
| BECKY WEIMERSKIRCH EXEC DIRECTOR | 2701 S COLISEUM BLVD PO BOX 13371 | FORT WAYNE | IN | 46806 | NONE | PUBLIC | GENERAL SUPPORT | $20,000 |
| EAST ALLEN FAMILY RESOURCE CENTER | ||||||||
| SHARON WILSON EXECUTIVE DIRECTOR | 6330 PRIZE STREET | FORT WAYNE | IN | 46803 | NONE | PUBLIC | GENERAL SUPPORT | $15,000 |
| 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 | $35,000 |
| 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 |
| EUELL A WILSON CENTER | ||||||||
| SHIRLEY WOODS PRESIDENT | 1512 OXFORD STREET | FORT WAYNE | IN | 46806 | NONE | PUBLIC | GENERAL SUPPORT | $15,000 |
| AFRICANAFRICAN-AMERICAN | ||||||||
| HISTORICAL SOCIETY | 436 E DOUGLAS AVENUE | FORT WAYNE | IN | 46802 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 |
| F A M E | ||||||||
| IPFW 2101 E COLISEUM BLVD | RHINEHART MUSIC BLDG RM 230A | FORT WAYNE | IN | 468051499 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 |
| 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 | $135,000 |
| FT WAYNE PARKS & RECREATION INC | ||||||||
| AL MOLL EXECUTIVE DIRECTOR | 705 EAST STATE BLVD | FORT WAYNE | IN | 46805 | NONE | PUBLIC | GENERAL SUPPORT | $65,000 |
| FORT WAYNE CLUBHOUSE INC | ||||||||
| ANDREW WILSON EXECUTIVE DIRECTOR | 3327 LAKE AVENUE | FORT WAYNE | IN | 46805 | NONE | PUBLIC | GENERAL SUPPORT | $30,000 |
| 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 ZOOLOGICAL SOCIETY | ||||||||
| JIM ANDERSON DIRECTOR | 3411 SHERMAN BLVD | FORT WAYNE | IN | 46808 | NONE | PUBLIC | GENERAL SUPPORT | $140,000 |
| FRANCISCAN CENTER INC | ||||||||
| SALLY LEY CEO FOUNDER | 4643 GAYWOOD DRIVE | FORT WAYNE | IN | 46806 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 |
| FORT WAYNE PUBLIC TELEVISION INC | ||||||||
| BRUCE HAINES PRESIDENT | 2501 E COLISEUM BLVD | FORT WAYNE | IN | 468051562 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 |
| FORT WAYNE RESCUE MISSION | ||||||||
| JIM DANCE PASTORPRESIDENT | 301 SUPERIOR ST PO BOX 11116 | FORT WAYNE | IN | 468551116 | NONE | PUBLIC | GENERAL SUPPORT | $70,000 |
| FORT WAYNE SOCIETY | ||||||||
| OF ST VINCENT DEPAUL INC | 1600 S CALHOUN STREET | FORT WAYNE | IN | 46802 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 |
| GENESIS OUTREACH INC | ||||||||
| LINDA GOLDEN EXEC DIRECTOR | 2812 GAY STREET | FORT WAYNE | IN | 46806 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 |
| 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 |
| GOODWILL INDUSTRIES OF FORT WAYNE | ||||||||
| BILL WARRINGER PRESIDENT/CEO | 1516 MAGNAVOX WAY | FORT WAYNE | IN | 46804 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 |
| 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 | $7,500 | |
| HAROLD W MCMILLEN CENTER | ||||||||
| FOR HEALTH EDUCATION | 600 JIM KELLEY BLVD | FORT WAYNE | IN | 46816 | NONE | PUBLIC | GENERAL SUPPORT | $20,000 |
| HEADWATERS PARK ALLIANCE | ||||||||
| 110 WEST BERRY ST STE 1006 | FORT WAYNE | IN | 46802 | NONE | PUBLIC | GENERAL SUPPORT | $25,000 | |
| 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 | $90,000 | |
| INDIANA UNIVERSITY | ||||||||
| IU SCHOOL OF MEDICINE | 1120 SOUTH DRIVE PO BOX 7059 | INDIANAPOLIS | IN | 462077059 | NONE | PUBLIC | GENERAL SUPPORT | $40,000 |
| 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 | $50,000 | |
| INDIANA PURDUE FOUNDATION | ||||||||
| 2101 E COLISEUM BLVD | FORT WAYNE | IN | 468051499 | NONE | PUBLIC | GENERAL SUPPORT | $180,000 | |
| LIFELINE YOUTH & FAMILY SERVICES | ||||||||
| 7136 GETTYSBURG PIKE PO BOX 80487 | FORT WAYNE | IN | 468980487 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 | |
| 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 | $20,000 | |
| 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 | $15,000 | |
| 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 | $50,000 | |
| 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 | $60,000 | |
| SOUTHEAST YOUTH COUNCIL INC | ||||||||
| 123 MEYER DR PO BOX 236 | MONROEVILLE | IN | 46773 | NONE | PUBLIC | GENERAL SUPPORT | $25,000 | |
| PARKVIEW FOUNDATION | ||||||||
| 2200 RANDALLIA DRIVE | FORT WAYNE | IN | 468054699 | NONE | PUBLIC | GENERAL SUPPORT | $85,000 | |
| PATHWAYS INC | ||||||||
| 4302 E STATE BLVD | FORT WAYNE | IN | 468056971 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 | |
| PLYMOUTH CONGREGATIONAL CHURCH | ||||||||
| 501 WEST BERRY STREET | FORT WAYNE | IN | 46802 | NONE | PUBLIC | GENERAL SUPPORT | $70,000 | |
| ST MARY'S CATHOLIC CHURCH | ||||||||
| ST MARY'S SOUP KITCHEN | 1101 SOUTH LAFAYETTE STREET | FORT WAYNE | IN | 46802 | NONE | PUBLIC | FOOD PROGRAM SUPPORT | $5,000 |
| TURNSTONE CENTER FOR | ||||||||
| DISABLED CHILDREN/ADULTS INC | 3320 NORTH CLINTON STREET | FORT WAYNE | IN | 46805 | NONE | PUBLIC | GENERAL SUPPORT | $150,000 |
| UNIVERSITY OF ST FRANCIS | ||||||||
| 2701 SPRING STREET | FORT WAYNE | IN | 46808 | NONE | PUBLIC | GENERAL SUPPORT | $50,000 | |
| 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 | $75,000 | |
| 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 | $60,000 | |
| 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 | |
| THE NATURE CONSERVANCY | ||||||||
| 1505 N DELAWARE ST STE 200 | INDIANAPOLIS | IN | 46202 | NONE | PUBLIC | GENERAL SUPPORT | $35,000 | |
| 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 | |
| SALVATION ARMY | ||||||||
| 2901 N CLINTON STREET | FORT WAYNE | IN | 46805 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 | |
| WHITINGTON HOMES & SERVICES | ||||||||
| FOR CHILDREN AND FAMILIES | 2423 FAIRFIELD AVENUE | FORT WAYNE | IN | 46807 | NONE | PUBLIC | GENERAL SUPPORT | $25,000 |
| ACRES INC | ||||||||
| 1802 CHAPMAN ROAD | HUNTERTOWN | IN | 46748 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 | |
| AMERICAN RED CROSS | ||||||||
| 1212 E CALIFORNIA RD PO BOX 5508 | FORT WAYNE | IN | 46895 | NONE | PUBLIC | GENERAL SUPPORT | $50,000 | |
| FORT WAYNE AREA YOUTH FOR CHRIST | ||||||||
| 2825 HILLEGAS ROAD | FORT WAYNE | IN | 46808 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 | |
| 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 | $50,000 |
| ISAAC KNAPP DENTAL EDUCATION FDN | ||||||||
| 4640 WEST JEFFERSON BLVD | FORT WAYNE | IN | 46804 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 | |
| DRUG & ALCOHOL CONSORTIUM | ||||||||
| 532 W JEFFERSON BLVD | FORT WAYNE | IN | 46802 | NONE | PUBLIC | GENERAL SUPPORT | $6,000 | |
| POWER HOUSE YOUTH CENTER | ||||||||
| 830 MAIN STREET | NEW HAVEN | IN | 46774 | NONE | PUBLIC | GENERAL SUPPORT | $5,000 | |
| VISITING NURSE SERVICE & HOSPICE | ||||||||
| 5910 HOMESTEAD ROAD | FORT WAYNE | IN | 46814 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 | |
| FORT WAYNE COMMUNITY SCHOOLS | ||||||||
| 826 EWING STREET | FORT WAYNE | IN | 46803 | NONE | PUBLIC | GENERAL SUPPORT | $10,000 | |
| FORT WAYNE MEDICAL SOCIETY FDN | ||||||||
| 709 CLAY STREET 300 | FORT WAYNE | IN | 46802 | NONE | PUBLIC | GENERAL SUPPORT | $15,000 | |
| BUTLER UNIVERSITY | ||||||||
| 4600 SUNSET AVE | INDIANAPOLIS | IN | 46208 | NONE | PUBLIC | GENERAL SUPPORT | $50,000 | |
| MANCHESTER COLLEGE | ||||||||
| 604 E COLLEGE AVE | NORTH MANCHESTER | IN | 46962 | NONE | PUBLIC | GENERAL SUPPORT | $50,000 | |
| ALLEN COUNTY COUNCIL ON AGING | ||||||||
| 233 WEST MAIN STREET | FORT WAYNE | IN | 46802 | NONE | PUBLIC | GENERAL SUPPORT | $15,000 | |
| FORT WAYNE ALLEN COUNTY | ||||||||
| ECONOMIC DEVELOPMENT | 111 WEST WAYNE STREET | FORT WAYNE | IN | 46802 | NONE | PUBLIC | GENERAL SUPPORT | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 4559000 | 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 | $3,028,145 | 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 | $1,606,518 | 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 | OTHER REVENUE | Description |
| Exclusion | $1,454 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,641,350 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 4641350 | 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 |
Compensation Explanation CompensationExplanation
Compensation Compensation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | PNC BANK NA | PersonName |
| Explanation | TRUSTEE FEES | Explanation |
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 | 1353375 | BookValue |
| EOYFMV | 1294110 | 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 (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| POSTED SUBSEQ YR FOR CURR YR | $23,810 |
| TRADE DATE/SETTLEMENT DATE | $58 |
| ROUNDING ADJUSTMENT | $2 |
| ACCRUED MARKET DISCOUNT INTEREST | $5,233 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| MISC FOUNDATION EXPENSES | 48334 | 0 | 48334 |
| MISC FOUNDATION EXPENSES | 57 | 0 | 57 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| POSTED CURR YR FOR PR YR | $5,917 |
| MARKETING FEE REBATE | $7,859 |
| RECOVERY OF PRIOR YEAR DISTRIBUTION | $5,000 |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES | $3,541 | 3541 | 0 |
| FOREIGN TAXES ON QUALIFIED FOR | $22,000 | 22000 | 0 |
| FOREIGN TAXES ON NONQUALIFIED | $3,182 | 3182 | 0 |
Comments