ALINE AND EDGAR IGLEHEART FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ALINE AND EDGAR IGLEHEART FOUNDATION INC (EIN 47-3043391)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-07-11
- IRS object ID
- 202301929349100905
- Schema version
- 2022v5.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-07-11T08:57:03-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | P O 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 | 2022-01-01 | 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) |
|---|---|---|
| In Care Of | % RICK TREMONT | InCareOfNm |
| Business Name Control | ALIN | BusinessNameControlTxt |
| Phone | 8124763430 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5500 Lincoln Avenue | 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 | DIRECTOR | PersonTitleTxt |
| Phone | 8124286500 | PhoneNum |
| Signature | 2023-05-15 | 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 | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Sidney I Dill | PreparerPersonNm |
| PTIN | P01262937 | PTIN |
| Phone | 8124286500 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $106,606,284 | 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 | $4,070 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,070 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $4,070 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $2,199,826 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,178,169 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $2,181,906 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$26,804 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,633,470 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $51,078 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $51,078 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,233,170 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,182,239 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,237,054 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $280,720 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $280,720 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $281,984 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $281,984 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $8,685 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $8,685 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $24,135 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $24,135 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $301,673 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $296,707 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $297,217 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,456 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $165,204 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $17,959 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $17,959 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $46,995 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $340,031 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $590,644 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $590,644 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,993,076 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $314,666 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $315,176 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,237,619 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,003,676 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $314,666 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $315,176 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,248,219 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $229,494 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,867,573 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,921,878 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,800,419 | CashBOYAmt |
| Cash EOY | $2,088,794 | CashEOYAmt |
| Cash EOYFMV | $2,088,794 | CashEOYFMVAmt |
| US Government Obligations BOY | $12,857,269 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $13,584,770 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $12,593,814 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $38,531,693 | CorporateStockBOYAmt |
| Corporate Stock EOY | $38,544,044 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $69,530,394 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $13,850,932 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $13,349,532 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $12,301,768 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $10,480,574 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,156,823 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $7,610,083 | LandBOYAmt |
| Land EOY | $9,323,751 | LandEOYAmt |
| Land EOYFMV | $9,323,751 | LandEOYFMVAmt |
| Other Assets BOY | $654,420 | OtherAssetsBOYAmt |
| Other Assets EOY | $654,420 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $767,763 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $77,304,816 | TotalAssetsBOYAmt |
| Total Assets EOY | $77,545,311 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $106,606,284 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,926 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,052 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $1,926 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,052 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $77,302,890 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $77,543,259 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $77,302,890 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $77,543,259 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $77,304,816 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $77,545,311 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $77,302,890 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $229,494 | ExcessRevenueOverExpensesAmt |
| Other Increases | $10,875 | OtherIncreasesAmt |
| Subtotal | $77,543,259 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $77,543,259 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MERRILL LYNCH - 02471 | P | $248,789 | $268,034 | -$19,245 | -$19,245 |
| MERRILL LYNCH - 02471 | P | $390,307 | $390,307 | ||
| MERRILL LYNCH - 02471 | P | $4,511,669 | $4,762,134 | -$250,465 | -$250,465 |
| MERRILL LYNCH - 02471 | P | $70,637 | $0 | $70,637 | $70,637 |
| MERRILL LYNCH - 02471 | P | $225,926 | $225,926 | ||
| MERRILL LYNCH - 02471 | P | $775 | $13,836 | -$13,061 | -$13,061 |
| MERRILL LYNCH - 02432 | P | $17 | $23 | -$6 | -$6 |
| OLD NATIONAL WEALTH MANAGEMENT - 26010 | P | $14 | $14 | ||
| CAPITAL GAIN DIVIDENDS | P | $185,336 | |||
| CAPITAL GAIN DIVIDENDS | P | $185,336 | |||
| CAPITAL GAIN DIVIDENDS | P | $185,336 | |||
| CAPITAL GAIN DIVIDENDS | P | $185,336 | |||
| CAPITAL GAIN DIVIDENDS | P | $185,336 | |||
| CAPITAL GAIN DIVIDENDS | P | $185,336 | |||
| CAPITAL GAIN DIVIDENDS | P | $185,336 | |||
| CAPITAL GAIN DIVIDENDS | P | $185,336 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$26,804 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$19,245 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $25,959 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $25,959 | SubtotalAmt |
| Tax Based On Investment Income | $25,959 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $29,600 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $6,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $35,600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,641 | OverpaymentAmt |
| Applied To ES Tax | $9,641 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICK TREMONT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 Avenue | Evansville | IN | 47715 | PRESIDENT/TREASURER | 40.0 | $240,000 | $0 | $0 |
| CARY I GRADY | ||||||||
| 5500 Lincoln Avenue | Evansville | IN | 47715 | VICE PRESIDENT | 1.0 | $0 | $0 | $0 |
| DANIEL L KELLEY | ||||||||
| 5500 Lincoln Avenue | Evansville | IN | 47715 | Director | 1.0 | $0 | $0 | $0 |
| ROBERT W KUHLMAN | ||||||||
| 5500 Lincoln Avenue | Evansville | IN | 47715 | SECRETARY | 15.0 | $36,400 | $0 | $0 |
| JEFFREY L WILMES | ||||||||
| 5500 Lincoln Avenue | Evansville | IN | 47715 | DIRECTOR | 4.0 | $4,320 | $0 | $0 |
| MARK BROWNING | ||||||||
| 5500 LINCOLN AVE | EVANSVILLE | IN | 47715 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| SARA TROCKMAN | ||||||||
| 5500 LINCOLN AVE | EVANSVILLE | IN | 47715 | DIRECTOR | 1.0 | $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 |
|---|---|---|---|---|---|---|
| THERESA A ALEXANDER | ||||||
| 2152 VOGEL ROAD | EVANSVILLE | IN | 47711 | 0 | 40.0 | $58,067 |
| LUKE P KENOYER | ||||||
| 807 S HOOSIER AVENUE | EVANSVILLE | IN | 47715 | 0 | 40.0 | $54,328 |
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 | $490,879 |
| HAPPE AND DUBORD CONSTRUCTION | |||||
| 3225 CLAREMONT AVE | EVANSVILLE | IN | 47712 | CONSTRUCTION | $254,731 |
| MERRILL LYNCH | |||||
| 1500 AMERICAN BOULEVARD | PENNINGTON | NJ | 085344129 | MANAGE INVESTMENTS | $249,896 |
| FEHRENBAUKER CABINETS | |||||
| 8944 IN-65 | EVANSVILLE | IN | 47720 | CABINETRY & WOODWORK | $153,857 |
| EVANSVILLE SECURITY INC | |||||
| 7110 KREMER ROAD | EVANSVILLE | IN | 47720 | SECURITY | $102,694 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SEE ATTACHED | Description1Txt |
| Expenses1 | $1,204,799 | Expenses1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $94,172,835 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,879,964 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $97,052,799 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $97,052,799 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,455,792 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $95,597,007 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,779,850 | 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 | $1,248,219 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $2,053,699 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $3,301,918 | 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 | $1,921,878 | CurrentYearAmt |
| Year1 | $1,775,813 | Year1Amt |
| Year2 | $1,807,484 | Year2Amt |
| Year3 | $1,113,705 | Year3Amt |
| Total | $6,618,880 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,633,596 | CurrentYearAmt |
| Year1 | $1,509,441 | Year1Amt |
| Year2 | $1,536,361 | Year2Amt |
| Year3 | $946,649 | Year3Amt |
| Total | $5,626,047 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,301,918 | CurrentYearAmt |
| Year1 | $3,359,346 | Year1Amt |
| Year2 | $1,387,664 | Year2Amt |
| Year3 | $2,477,298 | Year3Amt |
| Total | $10,526,226 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $10,600 | CurrentYearAmt |
| Year1 | $7,730 | Year1Amt |
| Year2 | $250 | Year2Amt |
| Year3 | $200 | Year3Amt |
| Total | $18,780 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,291,318 | CurrentYearAmt |
| Year1 | $3,351,616 | Year1Amt |
| Year2 | $1,387,414 | Year2Amt |
| Year3 | $2,477,098 | Year3Amt |
| Total | $10,507,446 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,186,567 | CurrentYearAmt |
| Year1 | $3,270,984 | Year1Amt |
| Year2 | $2,807,812 | Year2Amt |
| Year3 | $1,816,249 | Year3Amt |
| Total | $11,081,612 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PHYLLIS IGLEHEART DECEASED | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| PEACEFUL VALLEY DONKEY RESCUE | ||||||||
| PO BOX 216 | MILES | TX | 76861 | NONE | PC | TO SUPPORT ANIMAL WELFARE | $600 | |
| EVANSVILLE P-47 FOUNDATION | ||||||||
| 300 SE RIVERSIDE DRIVE | EVANSVILLE | IN | 47713 | NONE | PC | TO SUPPORT WARTIME EDUCATION | $3,000 | SUITE 100 |
| IT TAKES A VILLAGE | ||||||||
| 1417 N STOCKWELL RD | EVANSVILLE | IN | 47715 | NONE | PC | HOMELESS ANIMALS NO KILL RESCUE | $7,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,600 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,070 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,199,826 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$26,804 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $51,078 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,228,170 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,228,170 | 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 Person | Dr Marshall Miller | ContributorPersonNm |
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 | $24,135 | Amt |
| Disbursements Charitable Prps | $24,135 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $13,349,532 | EOYBookValueAmt |
| EOYFMV | $12,301,768 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITIES | $31,149,911 | $60,713,809 |
| MUTUAL FUNDS | $7,394,133 | $8,816,585 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $13,535,336 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $12,545,423 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $49,434 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $48,391 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $8,685 | LegalFeesAmt |
| Disbursements Charitable Prps | $8,685 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ARTWORK, ANTIQUES AND FURNISHI | $654,420 | $654,420 | $654,420 |
| ACCRUED INTEREST | $0 | $0 | $113,343 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| OFFICE SUPPLIES | $18,918 | $18,918 |
| COMPUTER & INTERNET | $3,786 | $3,786 |
| INSURANCE | $58,924 | $58,924 |
| REPAIRS | $70,069 | $70,069 |
| LANDSCAPING | $156,150 | $156,150 |
| UTILITIES | $61,902 | $61,902 |
| CONSTRUCTION & IMPROVEMENTS | $61,193 | $61,193 |
| ALARM & SECURITY | $105,903 | $105,903 |
| PEST CONTROL | $3,328 | $3,328 |
| MISCELLANEOUS EXPENSES | $21,652 | $21,652 |
| EQUIPMENT RENTAL | $4,303 | $4,303 |
| TREE SERVICE | $16,402 | $16,402 |
| ADVERTISING | $688 | $688 |
| SUB-CONTRACTOR | $7,426 | $7,426 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| Event and Rental Income | $46,966 | $46,966 |
| Miscellaneous Income | $214 | $214 |
| Credit Card Rewards | $3,898 | $3,898 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ADJUSTMENT TO COST BASIS OF DONATED | $10,875 |
| SECURITIES | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MERRILL LYNCH ADVISORY FEES | $249,896 | $249,896 | $249,896 | |
| ENGINEERING FEES | $3,456 | $3,456 | ||
| ARCHITECT FEES | $1,000 | $1,000 | ||
| OLD NATIONAL ADVISORY FEES | $47,321 | $46,811 | $47,321 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX | $17,959 | $17,959 | $17,959 | |
| INVESTMENT INCOME EXCISE TAX | $100,250 | |||
| PAYROLL TAXES | $37,511 | $37,511 | ||
| PROPERTY TAXES | $9,484 | $9,484 |