STRATEGY STUDIO / PUBLIC DATA EXPLORER

PARROT CHARITABLE FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
PARROT CHARITABLE FOUNDATION (EIN 35-6598565)
Tax period
2014-11-01 to 2015-10-31
Filed
2015-12-14
IRS object ID
201543489349100609
Schema version
2014v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-12-14T13:00:14-06:00ReturnTs
Tax Period End2015-10-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2014-11-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN356598565EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PARROT CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPARRBusinessNameControlTxt
Phone4127622950PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PNC BANK NA 620 LIBERTY AVENUE 10AddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP152222705ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPNC BANK N A BYPersonNm
Person TitleVICE PRESIDENTPersonTitleTxt
Phone4127622950PhoneNum
Signature2015-12-10SignatureDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$909,619FMVAssetsEOYAmt

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$23,113DividendsRevAndExpnssAmt
Dividends Net Invst Incm$23,113DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$44,708NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$164,248GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$44,708CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$0NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$67,821TotalRevAndExpnssAmt
Total Net Invst Incm$67,821TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$10,100CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$5,050CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$5,050CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$0OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$343TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm$0PrintingAndPubAdjNetIncmAmt
Other Expenses Rev And Expnss$2,799OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$2,799OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$13,242TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,050TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,849TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$35,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$35,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$48,242TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,050TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$42,849TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$19,579ExcessRevenueOverExpensesAmt
Net Investment Income$62,771NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$6,843SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$17,479SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$17,479SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl EOY$0AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$0AcctRcvblEOYFMVAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Investments BOY$701,891OtherInvestmentsBOYAmt
Other Investments EOY$707,790OtherInvestmentsEOYAmt
Other Investments EOYFMV$892,140OtherInvestmentsEOYFMVAmt
Total Assets BOY$708,734TotalAssetsBOYAmt
Total Assets EOY$725,269TotalAssetsEOYAmt
Total Assets EOYFMV$909,619TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$707,377CapitalStockBOYAmt
Capital Stock EOY$718,903CapitalStockEOYAmt
Retained Earning BOY$1,357RetainedEarningBOYAmt
Retained Earning EOY$6,366RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$708,734TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$725,269TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$708,734TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$725,269TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$708,734TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$19,579ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$728,313SubtotalAmt
Other Decreases$3,044OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$725,269TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)

PropertyPropertyDescSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtAcquiredAcquiredDtHow AcquiredHowAcquiredCd
1332.841 EATON VANCE FLOATING RATE FUND CLASS I2015-02-09$11,889$11,948-$59-$59
124.558 EATON VANCE FLOATING RATE FUND CLASS I2015-02-09$1,111$1,129-$18-$18
135.391 HARBOR FD INTL FD2015-05-21$10,000$4,985$5,015$5,0152004-08-18
237.08 LITMAN GREGORY MASTERS INTERNATIONAL FUND CLASS IS2015-05-21$4,621$3,114$1,507$1,507
19.462 LITMAN GREGORY MASTERS INTERNATIONAL FUND CLASS IS2015-05-21$379$341$38$382014-12-23
223.645 MFS VALUE FUND CLASS I FUND 8932015-05-21$8,118$6,749$1,369$1,369
189.578 MFS VALUE FUND CLASS I FUND 8932015-05-21$6,882$6,569$313$313
403.619 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I2015-05-21$8,121$7,292$829$829
93.399 MAINSTAY EPOCH GLOBAL EQUITY YIELD FUND CLASS I2015-05-21$1,879$1,849$30$30
176.026 T ROWE PRICE GROWTH STOCK FUND2015-05-21$10,000$4,527$5,473$5,4732004-11-19
6626.148 PIMCO FDS PAC INVT MGMT SER TOTAL RETURN FD INSTL CL2015-07-13$70,105$71,037-$932-$932
CAPITAL GAIN DIVIDENDS$31,143P
FieldValueIRS element (for citing)
Capital Gain Net Income$44,708CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$45,008AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$916,137NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.049128DistributionYr1Rt
Adjusted Qlfy Distri Yr2$40,268AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$844,165NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.047702DistributionYr2Rt
Adjusted Qlfy Distri Yr3$39,390AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$791,824NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.049746DistributionYr3Rt
Adjusted Qlfy Distri Yr4$36,328AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$791,915NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.045874DistributionYr4Rt
Adjusted Qlfy Distri Yr5$31,543AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$731,844NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.043101DistributionYr5Rt
Total Distribution0.235551TotalDistributionRt
Average Distribution0.04711AverageDistributionRt
Net Vl Noncharitable Assets$918,165NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$43,255AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$628NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$43,883AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$42,849QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,255InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,255SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,255TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$672EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$0AppliedToEsTaxAmt
Total Payments And Credits$672TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$583TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateINOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressPNCSITES.COM/PNCFOUNDATION/CHARITABLE_TRUSTS.WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1PNC BANK NABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4127622950PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1620 LIBERTY AVENUEAddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP152222705ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonPNC BANK NAPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11900 E 9TH STREETAddressLine1Txt
CityCLEVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44114ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos2AverageHrsPerWkDevotedToPosRt
Compensation$10,100CompensationAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$932,147AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$932,147TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$932,147AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,982CashDeemedCharitableAmt
Net Vl Noncharitable Assets$918,165NetVlNoncharitableAssetsAmt
Minimum Investment Return$45,908MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$45,908MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,255TaxBasedOnInvestmentIncomeAmt
Total Tax$1,255TotalTaxAmt
Distributable Before Adj$44,653DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$44,653DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$44,653DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$42,849ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$42,849QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$42,849AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$44,653DistributableAsAdjustedAmt
Undistributed Income PY$34,813UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$42,849QualifyingDistributionsAmt
Applied To Year1$34,813AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$8,036AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$36,617UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$0ExcessFromYear1Amt
Excess From Current Year$0ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonPNC CHARITABLE GRANT REVIEW COMMITTRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PNC BANK 249 FIFTH AVE 20TH FLAddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15222ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2162223226RecipientPhoneNum
Form And Info And MaterialsPLEASE REFERENCE THE NAME OF THE TRUST IN ALL COMMUNICATIONS SEE FOOTNOTEFormAndInfoAndMaterialsTxt
Submission DeadlinesSee website: www.pncsites.com/pncfoundation/charitable_trusts.html for specific informationSubmissionDeadlinesTxt
Restrictions On AwardsSee website: www.pncsites.com/pncfoundation/charitable_trusts.html for specific informationRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SCAN INC
500 W MAIN STFORT WAYNEIN468021406NONEPCDAYBREAK CRISIS HOMES$2,500
TURNSTONE CENTER FOR DISABLED
3320 N CLINTON STFORT WAYNEIN468051918NONEPCTURNSTONE OF TOMORROW CAP$5,000
CANCER SERVICES OF ALLEN COUNTY
6316 MUTUAL DRFORT WAYNEIN468254259NONEPCCHILDREN'S CLIENT ADVOCATE$2,500
VISITING NURSE & HOSPICE HOME
5910 HOMESTEAD ROADFORT WAYNEIN468144202NONEPCCOMMUNITY GRIEF CENTER CAP$10,000
ERIN'S HOUSE FOR GRIEVING CHILDREN INC
5670 YMCA PARK DR WESTFORT WAYNEIN468353280NONEPCPEER GRIEF SUPPORT$2,500
CHILDREN'S HOPE INC
7922 W JEFFERSON BLVDFORT WAYNEIN468044140NONEPCGIVE A FAMILY HOPE PROJECT$5,000
SUPER SHOT INC
709 CLAY ST STE 300FORT WAYNEIN468022019NONEPCCOMMUNITY IMMUNIZATION$2,500
FORT WAYNE ZOOLOGICAL SOCIETY
3411 SHERMAN BLVDFORT WAYNEIN468081522NONEPCAUSTRALIAN ADVENTURE$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$35,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$23,113ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$44,708ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$67,821ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$67,821TotalIncomeProducingActyAmt
FieldValueIRS element (for citing)
Rln Of Acty To Accom Of Exmpt PrpsRlnOfActyToAccomOfExmptPrpsGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDS - FIXEDAT COST$267,636$264,595
MUTUAL FUNDS - EQUITYAT COST$440,154$627,545

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
DIFF BETWEEN CARRYING VALUE AND TAX COST$3,038
ROUNDING ADJ FOR SALES AND TRANSACTIONS$6

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescGRANTMAKING FEESDesc
Revenue And Expenses Per Books$2,799RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,799DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL ESTIMATES - PRINCIPALCategoryTxt
Amt$343Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt