OWEN C & JEAN I PRITCHARD CHARITABLE FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- OWEN C & JEAN I PRITCHARD CHARITABLE FOUNDATION (EIN 35-2016378)
- Tax period
- 2011-04-01 to 2012-03-31
- Filed
- 2012-08-13
- IRS object ID
- 201232269349100223
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-13T13:24:48-05:00 | Timestamp |
| Tax Period End Date | 2012-03-31 | TaxPeriodEndDate |
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-04-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352016378 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OWEN & JEAN PRITCHARD FDN PNC BANK NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | OWEN | NameControl |
| Phone | 8006228036 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 94651 | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 441014651 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFF ROBERTS | Name |
| Title | ASSISTANT VICE PRESIDENT | Title |
| Phone | 2162574699 | Phone |
| Date Signed | 2012-08-13 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1873529 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 40970 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 40970 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 5927 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 241938 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 5927 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 46897 | TotalRevenueAndExpenses |
| Total Net Investment Income | 46897 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 17991 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 8995 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 8996 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 1824 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 912 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 912 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 700 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 700 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1456 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 21971 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 9907 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 10608 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 74500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 74500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 96471 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 9907 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 85108 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -49574 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 36990 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 67077 | CashBOY |
| Cash EOY | 52899 | CashEOY |
| Cash EOYFMV | 52899 | CashEOYFMV |
| Investments Other BOY | 1587813 | InvestmentsOtherBOY |
| Investments Other EOY | 1552269 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1820630 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 1654890 | TotalAssetsBOY |
| Total Assets EOY | 1605168 | TotalAssetsEOY |
| Total Assets EOYFMV | 1873529 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 1654890 | CapitalStockBOY |
| Capital Stock EOY | 1605168 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 1654890 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1605168 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1654890 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1605168 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1654890 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -49574 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1605316 | Subtotal |
| Other Decreases | 148 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1605168 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | SALES OF PUBLICALLY TRADED SECURITIES | DescriptionOfAsset |
| Gross Sales Price | 241938 | GrossSalesPrice |
| Cost Or Other Basis | 236011 | CostOrOtherBasis |
| Gain Or Loss | 5927 | GainOrLoss |
| Gains Minus Excess Or Losses | 5927 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 5927 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 79154 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1717789 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.046079 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 80309 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1565647 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.051294 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 100125 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1635753 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.061210 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 92893 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2064678 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.044992 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 89479 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1913410 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.046764 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.250339 | TotalDistributionRatio |
| Average Distribution Ratio | 0.050068 | AverageDistributionRatio |
| Net Noncharitable Assets | 1782106 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 89226 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 370 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 89596 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 85108 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 740 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 740 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 740 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1000 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1000 | TotalCreditsAndPayments |
| Overpayment | 260 | Overpayment |
| Amount Credited To Next Year | 260 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | IN | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | WWW.PNC.COM | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC BANK NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 8006228036 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 94651 | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 441014651 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 1 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | 0 | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | PNC BANK NA | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 94651 | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 441014651 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | Title |
| Avg Hours Per Wk Devoted To Position | 2.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 17991 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Amount1 | 0 | Amount1 |
| All Oth Prog Rltd Investments Total | 0 | AllOthProgRltdInvestmentsTotal |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1809245 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1809245 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1809245 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 27139 | CashDeemedCharitable |
| Net Noncharitable Assets | 1782106 | NetNoncharitableAssets |
| Minimum Investment Return | 89105 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 89105 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 740 | TaxBasedOnInvestmentIncome |
| Total Tax | 740 | TotalTax |
| Distributable Amount Before Adj | 88365 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 88365 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 88365 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 85108 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 85108 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 85108 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 88365 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 73752 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 85108 | QualifyingDistributions |
| Applied To Year1 | 73752 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 11356 | 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 | 77009 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (15 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| TURNSTONE CENTER FOR DISABLED CHILDRENADULTS INC | |||||||
| 3320 NORTH CLINTON STREET | FORT WAYNE | IN | 46805 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $20,000 |
| BIG BROTHERS BIG SISTERS OF NORTHEAST INDIANA | |||||||
| 2439 FAIRFIELD AVENUE | FORT WAYNE | IN | 46807 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 |
| SUPER SHOT INC | |||||||
| 709 CLAY ST STE 300 | FORT WAYNE | IN | 46802 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 |
| LEAGUE FOR THE BLIND AND DISABLED | |||||||
| 5821 SOUTH ANTHONY BLVD | FORT WAYNE | IN | 46816 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 |
| INTERFAITH HOSPITALITY NETWORK | |||||||
| 2925 EAST STATE BLVD | FORT WAYNE | IN | 46805 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 |
| CHILDREN'S HOPE INC | |||||||
| 7922 WEST JEFFERSON BLVD | FORT WAYNE | IN | 46804 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 |
| CAMP WATCHA WANNA DO LTD | |||||||
| PO BOX 11166 | FORT WAYNE | IN | 46856 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| FORT WAYNE ZOOLOGICAL SOCIETY | |||||||
| 3411 SHERMAN BLVD | FORT WAYNE | IN | 46808 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $20,000 |
| WELLSPRING INTERFAITH | |||||||
| 1316 BROADWAY AVE | FORT WAYNE | IN | 46802 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 |
| CANCER SERVICES OF NE INDIANA | |||||||
| 8316 MUTUAL DRIVE | FORT WAYNE | IN | 46825 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 |
| ERIN'S HOUSE FOR GRIEVING CHILDREN | |||||||
| 3811 ILLINOIS ROAD STE 2 | FORT WAYNE | IN | 46804 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 |
| FORT WAYNE AREA YOUTH FOR CHRIST | |||||||
| 3825 HILLEGAS ROAD | FORT WAYNE | IN | 46808 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 |
| LUTHERAN HEALTH SERVICES SOCIETY | |||||||
| 3024 FAIRFIELD AVENUE | FORT WAYNE | IN | 46807 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 |
| LUTHERAN HOMES INC | |||||||
| 6701 S ANTHONY BLVD | FORT WAYNE | IN | 46816 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $7,500 |
| VERA BRADLEY FOUNDATION | |||||||
| PO BOX 80201 | FORT WAYNE | IN | 46898 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 74500 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $40,970 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $5,927 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $46,897 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 46897 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | Category |
| Amount | $700 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 700 | DisbursementsCharitablePrps |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Oth Prog Rltd Investments AllOthProgRltdInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | N/A | Description |
| Amount | $0 | Amount |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (3 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| FIXED INCOME | AT COST | 548860 | 571440 |
| EQUITIES | AT COST | 947961 | 1196253 |
| OTHER | AT COST | 55448 | 52937 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| COST BASIS ADJUSTMENT | $147 |
| ROUNDING ADJUSTMENT | $1 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| PRIOR YEAR TAX BALANCE DUE | $456 | 0 | 0 |
| ESTIMATED TAX PAID | $1,000 | 0 | 0 |