OLIVE B COLE FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- OLIVE B COLE FOUNDATION INC (EIN 35-6040491)
- Tax period
- 2025-04-01 to 2026-03-31
- Filed
- 2026-08-10
- IRS object ID
- 202622259349100107
- Schema version
- 2025v4.1
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-10T11:16:34-00:00 | ReturnTs |
| Tax Period End | 2026-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 351482529 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Shambaugh Kast Beck and Williams | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 229 W Berry St Ste 400 | AddressLine1Txt |
| City | Fort Wayne | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 356040491 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Olive B Cole Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OLIV | BusinessNameControlTxt |
| Phone | 2604032481 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6207 Constitution Dr | AddressLine1Txt |
| City | Fort Wayne | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46804 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Emily E Pichon | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 2604032481 | PhoneNum |
| Signature | 2026-08-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Benjamin S Williams | PreparerPersonNm |
| PTIN | P01085606 | PTIN |
| Phone | 2604231430 | PhoneNum |
| Preparation | 2026-08-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $38,147,637 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $248,614 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $248,614 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $550,682 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $550,682 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,185,191 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,751,989 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $208,415 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,984,487 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,007,711 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $224,277 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $51,723 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $172,554 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $14,595 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $3,649 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $10,946 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $127,302 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $31,826 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $95,477 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,750 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $825 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,925 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,366 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,683 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,683 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $42,865 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $41,881 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $984 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $23,304 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,587 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $10,760 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $599 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $29,980 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $7,495 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $22,485 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $16,215 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $6,486 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $9,729 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,902 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,671 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,231 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $506,155 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $157,826 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $338,774 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,468,312 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,468,312 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,974,467 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $157,826 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,807,086 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $10,020 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $849,885 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $40,795 | CashBOYAmt |
| Cash EOY | $45,968 | CashEOYAmt |
| Cash EOYFMV | $45,968 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,362,350 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $613,934 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $613,934 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,982,925 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $4,286,095 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,328,840 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $25,837,584 | CorporateStockBOYAmt |
| Corporate Stock EOY | $23,476,021 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $29,234,543 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,002,207 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,764,704 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,661,185 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $212,261 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $262,019 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $262,019 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $33,920 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $32,772 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,747 | LandBOYAmt |
| Land EOY | $1,148 | LandEOYAmt |
| Land EOYFMV | $1,148 | LandEOYFMVAmt |
| Total Assets BOY | $32,439,869 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,449,889 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $38,147,637 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $32,439,869 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $32,449,889 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $32,439,869 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $32,449,889 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $32,439,869 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $32,449,889 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $32,439,869 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $10,020 | ExcessRevenueOverExpensesAmt |
| Subtotal | $32,449,889 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $32,449,889 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $208,415 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,813 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $11,813 | SubtotalAmt |
| Tax Based On Investment Income | $11,813 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,497 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $14,497 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $14,497 | OriginalReturnTaxPaidAmt |
| Overpayment | $2,684 | OverpaymentAmt |
| Applied To ES Tax | $2,684 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | obcole.org | WebsiteAddressTxt |
| Individual With Books | Emily Pichon | IndividualWithBooksNm |
| Phone | 2604362182 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6207 Constitution Drive | AddressLine1Txt |
| City | Fort Wayne | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46804 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| Maclyn T Parker | |||||||
| 3108 Covington Lake Dr | Fort Wayne | IN | 46804 | Chairman | 030.00 | $51,699 | $8,772 |
| Emily Pichon | |||||||
| 2206 Turnberry Lane | Fort Wayne | IN | 46814 | President | 030.00 | $71,703 | $43,038 |
| Gwen Tipton | |||||||
| 811 Village Court | Kendallville | IN | 46755 | Scholarship Director | 012.00 | $17,386 | |
| Kristi Parker Celico | |||||||
| 1085 Gapter Road | Boulder | CO | 80435 | Secretary/Treasurer | 018.00 | $39,987 | $57,251 |
| John Riemke | |||||||
| 208 Cortland Lane | Kendallville | IN | 46755 | Director | 005.00 | $11,307 | |
| J Tracy Tipton | |||||||
| 3386 E Maple Rd | Kendallville | IN | 46755 | Director | 005.00 | $11,307 | |
| Michael Barranda | |||||||
| 428 Troon Way | Fort Wayne | IN | 46845 | Director | 005.00 | $8,851 | |
| Larry Clemens | |||||||
| 120 Duncastle Court | Angola | IN | 46703 | Director | 005.00 | $12,037 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Scholarship program: Grants are awarded college students under a preiously approved scholarship porgram which is administered by the Foundation | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | Affiliated Entity: The foundation provides technical assistance and administered services to ELOC, Inc. without charge. ELOC, Inc. is a private operating foundation | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $38,226,672 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $34,454 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $38,261,126 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $38,261,126 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $573,917 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $37,687,209 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,884,360 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,884,360 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,813 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,813 | TotalTaxAmt |
| Distributable Before Adj | $1,872,547 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,872,547 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,872,547 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,807,086 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,807,086 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,872,547 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,719,455 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,807,086 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,719,455 | AppliedToYear1Amt |
| Applied To Current Year | $87,631 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $1,784,916 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | None | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Emily Pichon | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6207 Constitution Drive | AddressLine1Txt |
| City | Fort Wayne | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46804 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2604362182 | RecipientPhoneNum |
| Recipient Email Address | infoolivebcole.org | RecipientEmailAddressTxt |
| Form And Info And Materials | Application forms are availabe on request | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | Scholarship eligbility is limited to residends and/or graduates of secondary schools located within Noble and LaGrange Counties, Indiana | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Purdue University Fort Wayne | |||||||
| 2101 E Coliseum Blvd | Fort Wayne | IN | 46805 | None | PC | Parker Cole Bridge | $50,000 |
| Inspiration Ministries | |||||||
| 138 E 7th St | Auburn | IN | 46706 | None | PC | Renovation of 112 S Main St | $50,000 |
| Northeastern Indiana CASA | |||||||
| PO Box 5211 | Kendallville | IN | 46755 | None | PC | Billboard campaign | $25,000 |
| Noble County Council on Aging | |||||||
| 561 S Main St | Kendallville | IN | 46755 | None | PC | Capital improvements | $50,000 |
| Ivy Tech Foundation | |||||||
| 3800 N Anthony Blvd | Fort Wayne | IN | 46805 | None | PC | Scholarships | $50,279 |
| Noble House Ministries | |||||||
| 205 E Highland | Albion | IN | 46701 | None | PC | Technology updates | $1,000 |
| Science Central | |||||||
| 1905 N Clinton St | Fort Wayne | IN | 46805 | None | PC | Science 4U program | $25,000 |
| Noble County Convention and Visitors Bureau | |||||||
| PO Box 7 | Kendallville | IN | 46755 | None | PC | Operating support | $15,000 |
| World Baseball Academy | |||||||
| 1701 Freeman St | Fort Wayne | IN | 46802 | None | PC | Stem education program | $4,500 |
| Healthier Moms & Babies | |||||||
| 1025 W Rudisill Blvd | Fort Wayne | IN | 46807 | None | PC | Prenatal home visition program | $15,000 |
| Camp Red Cedar | |||||||
| 3900 Hursh Road | Fort Wayne | IN | 46845 | None | PC | Operating support | $10,000 |
| Stillwater Hospice | |||||||
| 5910 Homestead Road | Fort Wayne | IN | 46814 | None | PC | Grief support program | $10,000 |
| Central Noble JrSr High School | |||||||
| 200 E Main St | Albion | IN | 46701 | None | PC | Outdoor equipment | $5,000 |
| Auburn Cord Duesenberg Museum | |||||||
| 1600 S Wayne St | Auburn | IN | 46706 | None | PC | Building repairs | $50,000 |
| YWCA Northeast Indiana | |||||||
| 1313 W Washington Center Rd | Fort Wayne | IN | 46825 | None | PC | Youth family development services | $10,000 |
| Questa Foundation for Education | |||||||
| 6502 Constitution Drive | Fort Wayne | IN | 46804 | None | PC | County scholars | $66,000 |
| Starling Shakespeare Company | |||||||
| 15 Cornwell Court | Coldwater | MI | 49036 | None | PC | Hamlet | $5,000 |
| Jam Center | |||||||
| 1200 E Houston St | Garrett | IN | 46738 | None | PC | Club Jam | $25,000 |
| Cameron Hospital Foundation | |||||||
| 416 E Maumee St | Angola | IN | 46703 | None | PC | New education center | $50,000 |
| Oak Farm Montessori School | |||||||
| 502 Lemper Road | Avilla | IN | 46710 | None | PC | Sports complex | $20,000 |
| Mid-America Windmill Museum | |||||||
| 732 S Allen Chapel Road | Kendallville | IN | 46755 | None | PC | Winterland goody bags | $1,000 |
| The History Center | |||||||
| 302 E Berry St | Fort Wayne | IN | 46802 | None | PC | Educational programming | $2,500 |
| Fort Wayne Ballet | |||||||
| 300 E Main St | Fort Wayne | IN | 46802 | None | PC | Firefly performances | $12,000 |
| Black Pine Animal Sanctuary | |||||||
| 1426 W 300 N | Albion | IN | 46701 | None | PC | Animal curator and maintenance | $50,000 |
| McMillen Center | |||||||
| 600 Jim Kelly Blvd | Fort Wayne | IN | 46816 | None | PC | Preventative helath education | $25,000 |
| LaGrange Communities Youth Center | |||||||
| 105 N Detroit St | LaGrange | IN | 46761 | None | PC | Curtis Park | $50,000 |
| Fort Wayne Children's Zoo | |||||||
| 3411 Sherman Blvd | Fort Wayne | IN | 46808 | None | PC | Savanna barn | $40,000 |
| Cole Center Family YMCA | |||||||
| 700 S Garden St | Kendallville | IN | 46755 | None | PC | Capital and maitenance | $70,000 |
| Cancer Services of NE Indiana | |||||||
| 6316 Mutual Drive | Fort Wayne | IN | 46825 | None | PC | Cancer advocate services | $24,000 |
| Junior Achievement of Northern Indiana | |||||||
| 550 E Wallen Rd | Fort Wayne | IN | 46825 | None | PC | Program support | $36,300 |
| YMCA of Steuben County | |||||||
| 500 E Harcourt Road | Angola | IN | 46703 | None | PC | Maintenance updates | $98,650 |
| St Martin's Healthcare | |||||||
| 1359 S Randolph St | Garrett | IN | 46738 | None | PC | Mobile dental unit support | $20,000 |
| Embassy Theatre Foundation | |||||||
| 125 W Jefferson Blvd | Fort Wayne | IN | 46802 | None | PC | Audiences Unlimited performances | $13,000 |
| Community Learning Center | |||||||
| 401 E Diamond St | Kendallville | IN | 46755 | None | PC | Leadership development | $8,333 |
| Trine University | |||||||
| One University Ave | Angola | IN | 46703 | None | PC | Best Hall renovations | $60,000 |
| Historic Forks of the Wabash | |||||||
| 3011 W Park Dr | Huntington | IN | 46750 | None | PC | Restock Trading Post | $1,000 |
| LaGrange County Parks & Recreationi | |||||||
| 0505 W 700 S | Wolcottville | IN | 46795 | None | PC | Dallas Lake Park improvement project | $20,000 |
| SCAN | |||||||
| 500 W Main St | Fort Wayne | IN | 46802 | None | PC | Family resource centers | $25,000 |
| Riley Children's Foundation | |||||||
| 30 S Meridan St | Indianapolis | IN | 46204 | None | PC | Support of pediatric patients | $7,500 |
| GiveHear | |||||||
| 130 W Main St | Fort Wayne | IN | 46802 | None | PC | Clinic support for Goshen and Garrett | $10,000 |
| Girl Scouts of Northern IN | |||||||
| 10008 Dupont Circle | Fort Wayne | IN | 46825 | None | PC | Girl Scouts leadership experience | $6,000 |
| Fort Wayne Philharmonic | |||||||
| 826 Ewing St | Fort Wayne | IN | 46802 | None | PC | Ensambles in schools | $20,000 |
| SoulMedic Media Company | |||||||
| 6429 Oakbrook Parkway | Fort Wayne | IN | 46825 | None | PC | Get schooled program | $20,000 |
| LaGrange County Council on Aging | |||||||
| 410 E Central Ave | LaGrange | IN | 46761 | None | PC | Garage construction | $25,000 |
| YMCA of Dekalb County | |||||||
| 533 North St | Auburn | IN | 46706 | None | PC | Early Learning Center expansion | $50,000 |
| Big Brothers Big Sisters | |||||||
| 1005 W Rudisill Blvd | Fort Wayne | IN | 46807 | None | PC | Youth mentoring program | $5,000 |
| LaGrange County 4-H Fair Association | |||||||
| 1030 E 075 N | LaGrange | IN | 46761 | None | PC | Restroom upgrade | $5,000 |
| Scholarships | |||||||
| 6207 Constitution Drive | Fort Wayne | IN | 46804 | None | I | College scholarships | $226,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,468,312 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $248,614 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $550,682 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,185,191 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,984,487 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,984,487 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $15,366 | Amt |
| Net Investment Income | $7,683 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,683 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | See attached | AssetDesc |
| Gross Sales Price | $7,543,574 | GrossSalesPriceAmt |
| Basis | $6,566,798 | BasisAmt |
| Total Net | $976,776 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $3,764,704 | EOYBookValueAmt |
| EOYFMV | $3,661,185 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $23,476,021 | EOYBookValueAmt |
| EOYFMV | $29,234,543 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $262,019 | BookValueAmt |
| EOYFMV | $262,019 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Or Other Basis | $33,920 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $32,772 | AccumulatedDepreciationAmt |
| Book Value | $1,148 | BookValueAmt |
| EOYFMV | $1,148 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Fees | $2,750 | LegalFeesAmt |
| Net Investment Income | $825 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,925 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Dues and Subscriptions | $1,752 | $526 | $1,226 |
| Scholarship Committee | $4,913 | $1,474 | $3,439 |
| Supplies | $1,873 | $562 | $1,311 |
| Postage | $46 | $14 | $32 |
| Maintenance Repairs | $318 | $95 | $223 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Computers | $1,475 | $1,254 | $221 |
| Human Resources | $1,090 | $327 | $763 |
| Investment Management Costs | $40,300 | $40,300 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Employment Taxes | $14,346 | $3,587 | $10,760 |
| Excise Tax | $8,958 |
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