OWEN C & JEAN I PRITCHARD CHARITABLE FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- OWEN C & JEAN I PRITCHARD CHARITABLE FOUNDATION (EIN 35-2016378)
- Tax period
- 2010-04-01 to 2011-03-31
- Filed
- 2009-10-15
- IRS object ID
- 201102029349100200
- 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
- Legal Fees Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2009-10-15T15:15:33+05:00 | Timestamp |
| Tax Period End Date | 2011-03-31 | TaxPeriodEndDate |
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-04-01 | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PRIT | 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 | 2011-07-20 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1857117 | FMVAssetsEOY |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 51287 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 51287 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -68534 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1181260 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 0 | NetSTCGAdjNetIncm |
| Total Revenue And Expenses | -17247 | TotalRevenueAndExpenses |
| Total Net Investment Income | 51287 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 15908 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 7954 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 7954 | 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 Rev And Expnss | 2500 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Adj Net Incm | 0 | LegalFeesAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 2500 | 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 | 713 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 463 | 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 |
| Tot Opr Expenses Rev And Expnss | 19821 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 8417 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 11154 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 68000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 68000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 87821 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 8417 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 79154 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -105068 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 42870 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 36751 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 67077 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 67077 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable EOY | 0 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 0 | AccountsReceivableEOYFMV |
| Allwnc For Dbtfl Acct Other Rcvbl | 0 | AllwncForDbtflAcctOtherRcvbl |
| Investments Corp Stock BOY | 1094637 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 943841 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1135362 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 628301 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 643972 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 654678 | InvestmentsCorpBondsEOYFMV |
| Investments Other EOYFMV | 0 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 1759689 | TotalAssetsBOY |
| Total Assets EOY | 1654890 | TotalAssetsEOY |
| Total Assets EOYFMV | 1857117 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 1759689 | CapitalStockBOY |
| Capital Stock EOY | 1654890 | CapitalStockEOY |
| Total Net Assets BOY | 1759689 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1654890 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1759689 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1654890 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1759689 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -105068 | ExcessOfRevenueOverExpenses |
| Other Increases | 1839 | OtherIncreases |
| Subtotal | 1656460 | Subtotal |
| Other Decreases | 1570 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1654890 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (13 entries)
| Description Of AssetDescriptionOfAsset | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Date AcquiredDateAcquired |
|---|---|---|---|---|---|---|
| 6501.463 FIDELITY ADVISOR SER 1 EQUITY PORT GROWTH INSTL CL | 2010-08-23 | 298027 | 302127 | -4100 | -4100 | |
| 75. ISHARES TR RUSSELL 2000 GROWTH | 2010-08-23 | 4978 | 5801 | -823 | -823 | 2008-07-29 |
| 1173.454 T ROWE PRICE EMERGING MARKETS STOCK FUND | 2010-08-23 | 35696 | 52078 | -16382 | -16382 | |
| 460. ROYCE FD TOTAL RETURN | 2010-08-23 | 4982 | 5552 | -570 | -570 | 2008-07-29 |
| 25406.504 VANGUARD INTM TERM INVESTMENT GRADE ADMR FD 571 | 2010-08-24 | 262957 | 250000 | 12957 | 12957 | 2008-03-06 |
| 5291.006 DODGE & COX INCOME FD | 2011-02-04 | 70000 | 70952 | -952 | -952 | 2010-08-23 |
| 385. ISHARES TR RUSSELL MIDCAP INDEX FD | 2011-02-04 | 40778 | 39922 | 856 | 856 | |
| 700. ISHARES RUSSELL 1000 INDEX FUND ETF | 2011-02-04 | 50938 | 34409 | 16529 | 16529 | 2009-06-23 |
| 235. ISHARES TR RUSSELL 2000 GROWTH | 2011-02-04 | 21051 | 17622 | 3429 | 3429 | |
| 4638.219 PACIFIC INVESTMENT MANAGEMENT INSTITUTIONAL TRUST TOTAL RETUR | 2011-02-04 | 50000 | 49768 | 232 | 232 | 2003-02-21 |
| 23167.207 PNC LARGE CAP VALUE FUND CLASS I | 2011-02-04 | 314147 | 401144 | -86997 | -86997 | |
| 448.029 PRICE T ROWE GROWTH COM | 2011-02-04 | 15000 | 13230 | 1770 | 1770 | 2008-03-06 |
| 595.681 ROYCE FD TOTAL RETURN | 2011-02-04 | 8000 | 7189 | 811 | 811 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -68534 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 80309 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1565647 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.051294 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 100125 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1635753 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.06121 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 92893 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2064678 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.044992 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 89479 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1913410 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.046764 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 82803 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1814702 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.045629 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.249889 | TotalDistributionRatio |
| Average Distribution Ratio | 0.049978 | AverageDistributionRatio |
| Net Noncharitable Assets | 1717789 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 85851 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 429 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 86280 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 79154 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 857 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 857 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 857 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 401 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 0 | TaxPaidWithExtension |
| Total Credits And Payments | 401 | TotalCreditsAndPayments |
| Penalty For Underpayment | 0 | PenaltyForUnderpayment |
| Tax Due | 456 | 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 NA | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | PNC BANK NA | PersonName |
US Address USAddress
| 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) |
|---|---|---|
| Title | TRUSTEE | Title |
| Avg Hours Per Wk Devoted To Position | 3 | AvgHoursPerWkDevotedToPosition |
| Compensation | 15908 | Compensation |
| 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 | 1743948 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1743948 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1743948 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 26159 | CashDeemedCharitable |
| Net Noncharitable Assets | 1717789 | NetNoncharitableAssets |
| Minimum Investment Return | 85889 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 85889 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 857 | TaxBasedOnInvestmentIncome |
| Total Tax | 857 | TotalTax |
| Distributable Amount Before Adj | 85032 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 85032 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 85032 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 79154 | 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 | 79154 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 79154 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 85032 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 67874 | 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 | 79154 | QualifyingDistributions |
| Applied To Year1 | 67874 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 11280 | 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 | 73752 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 0 | ExcessFromYear4 |
| Excess From Year3 | 0 | ExcessFromYear3 |
| Excess From Year2 | 0 | ExcessFromYear2 |
| Excess From Year1 | 0 | ExcessFromYear1 |
| Excess From Current Year | 0 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | JOCY MUYA PNC BANK NA | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1900 E 9TH ST | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 44114 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 2162223226 | RecipientPhoneNumber |
| Form And Info And Materials | WRITTEN REQUEST SHOULD INCLUDE THE PURPOSE FOR WHICH THE GRANT WILL BE USED AND A COPY OF THE ORGANIZATION'S IRS EXEMPTION LETTER. | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (13 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 |
|---|---|---|---|---|---|---|---|---|
| TURNSTONE CENTER FOR DISABLED | ||||||||
| CHILDREN/ADULTS INC | 3320 NORTH CLINTON STREET | FORT WAYNE | IN | 46805 | NONE | PUBLIC | GENERAL SUPPORT | $20,000 |
| FT WAYNE MEDICAL SOCIETY FOUNDATION | ||||||||
| ONE CANAL PLACE STE 300 | 700 CLAY STREET | FORT WAYNE | IN | 46802 | NONE | PUBLIC | GENERAL SUPPORT | $3,000 |
| FT WAYNE ZOOLOGICAL SOCIETY INC | ||||||||
| 3411 SHERMAN BLVD | FORT WAYNE | IN | 46808 | NONE | PUBLIC | GENERAL SUPPORT | $20,000 | |
| HAROLD W MCMILLEN CENTER | ||||||||
| FOR HEALTH EDUCATION | 600 JIM KELLEY BLVD | FORT WAYNE | IN | 468161146 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 |
| FORT WAYNE AREA YOUTH FOR CHRIST | ||||||||
| 2825 HILLEGAS ROAD | FORT WAYNE | IN | 46808 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | |
| LUTHERAN HEALTH SERVICES SOCIETY | ||||||||
| 3024 FAIRFIELD AVENUE | FORT WAYNE | IN | 46807 | NONE | PUBLIC | GENERAL SUPPORT | $1,000 | |
| VERA BRADLEY FOUNDATION | ||||||||
| PO BOX 80201 | FORT WAYNE | IN | 468980201 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | |
| YMCA OF FORT WAYNE | ||||||||
| 347 W BERRY ST STE 500 | FORT WAYNE | IN | 46802 | NONE | PUBLIC | GENERAL SUPPORT | $3,500 | |
| MARTIN LUTHER KING SCHOOL | ||||||||
| 6001 S ANTHONY BLVD | FORT WAYNE | IN | 46816 | NONE | PUBLIC | GENERAL SUPPORT | $3,000 | |
| WELLSPRING INTERFAITH | ||||||||
| 1316 BROADWAY AVE | FORT WAYNE | IN | 46802 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | |
| LEAGUE FOR THE BLIND AND DISABLED | ||||||||
| 5821 SOUTH ANTHONY BLVD | FORT WAYNE | IN | 46816 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | |
| ERINS HOUSE FOR GRIEVING CHILDREN | ||||||||
| 3811 ILLINOIS ROAD STE 205 | FORT WAYNE | IN | 46804 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | |
| CANCER SERVICES OF NE INDIANA | ||||||||
| 8316 MUTUAL DRIVE | FORT WAYNE | IN | 46825 | NONE | PUBLIC | GENERAL SUPPORT | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 68000 | 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 | $51,287 | 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 |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$68,534 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$17,247 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -17247 | 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 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES - PRINCIPAL (ALLOCA | Category |
| Amount | $2,500 | Amount |
| Disbursements Charitable Prps | 2500 | DisbursementsCharitablePrps |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| POSTED SUBSEQ YR FOR CURR YR | $1,025 |
| ADJUSTMENT FOR TRADE DATE/SETTLEMENT DATE | $544 |
| ROUNDING ADJUSTMENT | $1 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | POSTED CURR YR FOR PRIOR YR | Description |
| Amount | $1,839 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEDERAL ESTIMATES - PRINCIPAL | $250 | 0 | 0 |
| FOREIGN TAXES ON QUALIFIED FOR | $421 | 421 | 0 |
| FOREIGN TAXES ON NONQUALIFIED | $42 | 42 | 0 |