ALINE AND EDGAR IGLEHEART FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ALINE AND EDGAR IGLEHEART FOUNDATION INC (EIN 47-3043391)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-15
- IRS object ID
- 202411369349103256
- Schema version
- 2023v5.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T11:37:12+00:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORVIS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 628 | AddressLine1Txt |
| City | Evansville | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 477040628 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 473043391 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Aline and Edgar Igleheart Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALIN | BusinessNameControlTxt |
| Phone | 8124763430 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5500 Lincoln Ave | AddressLine1Txt |
| City | Evansville | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47715 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Rick Tremont | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8124286500 | PhoneNum |
| Signature | 2024-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RICK | PersonFirstNm |
| Person Last | TREMONT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Sidney I Dill | PreparerPersonNm |
| PTIN | P01262937 | PTIN |
| Phone | 8124286500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $110,937,909 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $17,817 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17,817 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $17,817 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $2,223,372 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,735,914 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $2,740,073 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,280,774 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $35,695,524 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,287,019 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Incm Modifications Adj Net Incm | $10,000 | IncmModificationsAdjNetIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $25,086 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $25,086 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $8,552,049 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,040,750 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,792,976 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $300,427 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $300,427 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $321,454 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $321,454 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $35,795 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $35,795 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $305,852 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $301,182 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $301,352 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,500 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $208,258 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,408 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $12,408 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $52,850 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $433,767 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $586,308 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $586,308 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,191,861 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $313,590 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $313,760 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,301,334 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,229 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,229 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,197,090 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $313,590 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $313,760 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,306,563 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,354,959 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,727,160 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,479,216 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,088,794 | CashBOYAmt |
| Cash EOY | $5,209,151 | CashEOYAmt |
| Cash EOYFMV | $5,209,151 | CashEOYFMVAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $13,584,770 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $16,778,367 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $16,793,970 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $38,544,044 | CorporateStockBOYAmt |
| Corporate Stock EOY | $39,131,690 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $65,977,803 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $13,349,532 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $9,756,254 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $9,724,832 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,500,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,476,342 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $12,459,664 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,564,235 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $9,323,751 | LandBOYAmt |
| Land EOY | $10,895,429 | LandEOYAmt |
| Land EOYFMV | $10,895,429 | LandEOYFMVAmt |
| Other Assets BOY | $654,420 | OtherAssetsBOYAmt |
| Other Assets EOY | $654,420 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $860,382 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $77,545,311 | TotalAssetsBOYAmt |
| Total Assets EOY | $83,925,311 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $110,937,909 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,052 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $27,093 | AccountsPayableEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $2,052 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $27,093 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $77,543,259 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $83,898,218 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $77,543,259 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $83,898,218 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $77,545,311 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $83,925,311 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $77,543,259 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,354,959 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $83,898,218 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $83,898,218 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTIONS | $9,055 | $9,055 | $0 | $9,055 | ||||
| MERRILL LYNCH - 02471 | $3,120,528 | -$91,078 | $0 | -$91,078 | P | 2023-01-01 | 2023-12-31 | $3,211,606 |
| MERRILL LYNCH - 02471 | $1,056,872 | $0 | $0 | $0 | P | 2023-01-01 | 2023-12-31 | $1,056,872 |
| MERRILL LYNCH - 02471 | $11,071,365 | -$671,024 | $0 | -$671,024 | P | 2022-01-01 | 2023-12-31 | $11,742,389 |
| MERRILL LYNCH - 02471 | $434,522 | $0 | $0 | $0 | P | 2022-01-01 | 2023-12-31 | $434,522 |
| MERRILL LYNCH - 02471 | $399,025 | -$17,473 | $0 | -$17,473 | P | 2023-01-01 | 2023-12-31 | $416,498 |
| MERRILL LYNCH - 02471 | $409,662 | -$79,737 | $0 | -$79,737 | P | 2022-01-01 | 2023-12-31 | $489,399 |
| MERRILL LYNCH - 02432 | $340,727 | -$136,459 | $0 | -$136,459 | P | 2023-01-01 | 2023-12-31 | $477,186 |
| MERRILL LYNCH - 02432 | $14,633,665 | $5,146,538 | $0 | $5,146,538 | P | 2022-01-01 | 2023-12-31 | $9,487,127 |
| MERRILL LYNCH - 02432 | $3,555,517 | $1,940,671 | $0 | $1,940,671 | P | 2022-01-01 | 2023-12-31 | $1,614,846 |
| MERRILL LYNCH - 02432 | $182,538 | $172,752 | $0 | $172,752 | P | 2022-01-01 | 2023-12-31 | $9,786 |
| OLD NATIONAL WEALTH MANAGEMENT - 26010 | $56 | -$41 | $0 | -$41 | P | 2023-01-01 | 2023-12-31 | $97 |
| OLD NATIONAL WEALTH MANAGEMENT - 26010 | $471,992 | $13,815 | $0 | $13,815 | P | 2022-01-01 | 2023-12-31 | $458,177 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,287,019 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$245,051 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $121,308 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $121,308 | SubtotalAmt |
| Tax Based On Investment Income | $121,308 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $146,641 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $146,641 | TotalPaymentsAndCreditsAmt |
| Overpayment | $25,333 | OverpaymentAmt |
| Applied To ES Tax | $25,333 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (true) | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | RICK TREMONT | IndividualWithBooksNm |
| Phone | 8124763430 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5500 LINCOLN AVENUE | AddressLine1Txt |
| City | EVANSVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47715 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RICK TREMONT | ||||||||
| 5500 Lincoln Ave | Evansville | IN | 47715 | PRESIDENT/TREASURER | 40.000 | $258,462 | $0 | $0 |
| CARY I GRADY | ||||||||
| 5500 Lincoln Ave | Evansville | IN | 47715 | VICE PRESIDENT | 1.000 | $0 | $0 | $0 |
| DANIEL L KELLEY | ||||||||
| 5500 Lincoln Ave | Evansville | IN | 47715 | DIRECTOR | 1.000 | $0 | $0 | $0 |
| ROBERT W KUHLMAN | ||||||||
| 5500 Lincoln Ave | Evansville | IN | 47715 | SECRETARY | 15.000 | $36,400 | $0 | $0 |
| JEFFREY L WILMES | ||||||||
| 5500 Lincoln Ave | Evansville | IN | 47715 | DIRECTOR | 4.000 | $5,565 | $0 | $0 |
| MARK BROWNING | ||||||||
| 5500 Lincoln Ave | Evansville | IN | 47715 | DIRECTOR | 1.000 | $0 | $0 | $0 |
| SARA TROCKMAN | ||||||||
| 5500 Lincoln Ave | Evansville | IN | 47715 | DIRECTOR | 1.000 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|
| THERESA A ALEXANDER | |||||||
| 1604 BROOKSIDE DRIVE | EVANSVILLE | IN | 47714 | EMPLOYEE | 40.000 | $54,078 | $0 |
| LUKE P KENOYER | |||||||
| 807 S HOOSIER AVENUE | EVANSVILLE | IN | 47715 | EMPLOYEE | 40.000 | $62,749 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THE ADLER COMPANIES LLC | |||||
| 1430 S DIXIE HWY SUITE 310 | CORAL GABLES | FL | 33146 | CONSTRUCTION | $510,481 |
| Jerry David Enterprises Inc | |||||
| 3600 Broadway Ave | Evansville | IN | 47712 | Concrete/Asphalt | $308,172 |
| MERRILL LYNCH | |||||
| 1500 AMERICAN BOULEVARD | PENNINGTON | NJ | 085344129 | MANAGE INVESTMENTS | $256,876 |
| KEVIN KNAUER LANDSCAPING | |||||
| 8304 OLD TOLL ROAD | LOUISVILLE | KY | 40291 | LANDSCAPING | $62,028 |
| HERMANN COMPANIES INC | |||||
| 11505 BUENTE ROAD | EVANSVILLE | IN | 47720 | DEMOLITION | $51,680 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | See Attached | Description1Txt |
| Expenses1 | $1,265,539 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $91,141,762 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,813,691 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $95,955,453 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $95,955,453 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,439,332 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $94,516,121 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,725,806 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,306,563 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $2,021,690 | CharitableAssetsAcquisPaidAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $3,328,253 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2015-07-02 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,479,216 | CurrentYearAmt |
| Year1 | $1,921,878 | Year1Amt |
| Year2 | $1,775,813 | Year2Amt |
| Year3 | $1,807,484 | Year3Amt |
| Total | $7,984,391 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,107,334 | CurrentYearAmt |
| Year1 | $1,633,596 | Year1Amt |
| Year2 | $1,509,441 | Year2Amt |
| Year3 | $1,536,361 | Year3Amt |
| Total | $6,786,732 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,328,253 | CurrentYearAmt |
| Year1 | $3,301,918 | Year1Amt |
| Year2 | $3,359,346 | Year2Amt |
| Year3 | $1,387,664 | Year3Amt |
| Total | $11,377,181 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $5,229 | CurrentYearAmt |
| Year1 | $10,600 | Year1Amt |
| Year2 | $7,730 | Year2Amt |
| Year3 | $250 | Year3Amt |
| Total | $23,809 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,323,024 | CurrentYearAmt |
| Year1 | $3,291,318 | Year1Amt |
| Year2 | $3,351,616 | Year2Amt |
| Year3 | $1,387,414 | Year3Amt |
| Total | $11,353,372 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,150,537 | CurrentYearAmt |
| Year1 | $3,186,567 | Year1Amt |
| Year2 | $3,270,984 | Year2Amt |
| Year3 | $2,807,812 | Year3Amt |
| Total | $12,415,900 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PHYLLIS IGLEHEART DECEASED | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| PEACEFUL VALLEY DONKEY RESCUE | |||||||
| PO BOX 216 | MILES | TX | 76861 | NONE | PC | TO SUPPORT ANIMAL WELFARE | $700 |
| IT TAKES A VILLAGE | |||||||
| 1417 N STOCKWELL RD | EVANSVILLE | IN | 47715 | NONE | PC | HOMELESS ANIMALS NO KILL RESCUE | $3,000 |
| THE TALON TRUST | |||||||
| 8480 Hogue Rd | Evansville | IN | 47712 | NONE | PC | CONSERVATION OF NATIVE RAPTORS THROUGH RAPTOR RESCUE AND REHABILITATION | $200 |
| YOUTH FIRST | |||||||
| 111 SE Third Street Suite 405 | Evansville | IN | 47708 | NONE | PC | TO STRENGTHEN YOUTH AND FAMILIES | $134 |
| VANDERBURGH COUNTY HUMANE SOCIETY | |||||||
| PO Box 6711 | Evansville | IN | 47719 | NONE | PC | TO PROVIDE PROTECTION FOR HOMELESS ANIMALS | $1,000 |
| GENTLE GIANTS RESCUE AND ADOPTIONS | |||||||
| PO Box 6005 | Norco | CA | 92860 | NONE | PC | TO ADOPT AND RESCUE LARGE DOG BREEDS | $100 |
| HERB SOCIETY OF AMERICA | |||||||
| 9019 Kirtland Chardon Rd | Kirtland | OH | 44094 | NONE | PC | TO PROMOTE THE PRESERVATION, CULTIVATION, KNOWLEDGE, USE, AND DELIGHT OF HERBS | $75 |
| ARBOR DAY FOUNDATION | |||||||
| 211 N 12th Street | Lincoln | NE | 68508 | NONE | PC | TO INSPIRE PEOPLE TO PLANT, NURTURE, AND CELEBRATE TREES | $20 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,229 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,817 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,223,372 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,280,774 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous Income | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $25,086 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,547,049 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,547,049 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dr Marshall Miller | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2121 CHAMPIONSHIP DR | AddressLine1Txt |
| City | EVANSVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47725 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $35,795 | Amt |
| Disbursements Charitable Prps | $35,795 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | VARIOUS ASSETS | PropertyDesc |
| Current Year Expense | $433,767 | CurrentYearExpenseAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (14 entries)
| AssetAssetDesc | Gross Sales PriceGrossSalesPriceAmt | Total NetTotalNetAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | BasisBasisAmt |
|---|---|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTIONS | $9,055 | $9,055 | ||||
| MERRILL LYNCH - 02471 | $3,120,528 | -$91,078 | 2023-01 | P | 2023-12 | $3,211,606 |
| MERRILL LYNCH - 02471 | $1,056,872 | $0 | 2023-01 | P | 2023-12 | $1,056,872 |
| MERRILL LYNCH - 02471 | $11,071,365 | -$671,024 | 2022-01 | P | 2023-12 | $11,742,389 |
| MERRILL LYNCH - 02471 | $434,522 | $0 | 2022-01 | P | 2023-12 | $434,522 |
| MERRILL LYNCH - 02471 | $399,025 | -$17,473 | 2023-01 | P | 2023-12 | $416,498 |
| MERRILL LYNCH - 02471 | $409,662 | -$79,737 | 2022-01 | P | 2023-12 | $489,399 |
| MERRILL LYNCH - 02432 | $340,727 | -$136,459 | 2023-01 | P | 2023-12 | $477,186 |
| MERRILL LYNCH - 02432 | $14,633,665 | $5,146,538 | 2022-01 | P | 2023-12 | $9,487,127 |
| MERRILL LYNCH - 02432 | $3,555,517 | $1,940,671 | 2022-01 | P | 2023-12 | $1,614,846 |
| MERRILL LYNCH - 02432 | $182,538 | $172,752 | 2022-01 | P | 2023-12 | $9,786 |
| OLD NATIONAL WEALTH MANAGEMENT - 26010 | $56 | -$41 | 2023-01 | P | 2023-12 | $97 |
| OLD NATIONAL WEALTH MANAGEMENT - 26010 | $471,992 | $13,815 | 2022-01 | P | 2023-12 | $458,177 |
| SALE OF FIXED ASSETS | $10,000 | -$6,245 | 2022-01 | P | 2023-12 | $16,245 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Corporate Bonds | BondNm |
| EOY Book Value | $9,756,254 | EOYBookValueAmt |
| EOYFMV | $9,724,832 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Equities | $36,588,674 | $63,013,947 |
| Mutual Funds | $2,276,616 | $2,683,926 |
| Preferred Stocks | $266,400 | $279,930 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $16,743,764 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $16,759,792 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $34,603 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $34,178 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Alternative Investments | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,500,000 | BookValueAmt |
| EOYFMV | $1,476,342 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LAND, BUILDINGS, AND EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $12,459,664 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $1,564,235 | AccumulatedDepreciationAmt |
| Book Value | $10,895,429 | BookValueAmt |
| EOYFMV | $10,895,429 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ARTWORK, ANTIQUES AND FURNISHINGS | $654,420 | $654,420 | $654,420 |
| ACCRUED INTEREST | $205,962 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| OFFICE SUPPLIES | $11,539 | $11,539 |
| COMPUTER & INTERNET | $6,933 | $6,933 |
| INSURANCE | $57,318 | $57,318 |
| REPAIRS | $80,820 | $80,820 |
| LANDSCAPING | $195,266 | $195,266 |
| UTILITIES | $76,370 | $76,370 |
| ALARM & SECURITY | $97,077 | $97,077 |
| PEST CONTROL | $3,404 | $3,404 |
| MISCELLANEOUS EXPENSES | $23,833 | $23,833 |
| EQUIPMENT RENTAL | $970 | $970 |
| TREE SERVICE | $29,426 | $29,426 |
| ADVERTISING | $3,352 | $3,352 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| EVENT AND RENTAL INCOME | $23,466 | $23,466 |
| MISCELLANEOUS INCOME | $125 | $125 |
| CREDIT CARD REWARDS | $1,495 | $1,495 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MERRILL LYNCH ADVISORY FEES | $256,876 | $256,876 | $256,876 | |
| OLD NATIONAL ADVISORY FEES | $44,476 | $44,306 | $44,476 | |
| ARCHITECT FEES | $4,500 | $4,500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX | $12,408 | $12,408 | $12,408 | |
| INVESTMENT INCOME EXCISE TAX | $143,000 | |||
| PAYROLL TAXES | $40,102 | $40,102 | ||
| PROPERTY TAXES | $12,748 | $12,748 |