ALINE AND EDGAR IGLEHEART FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ALINE AND EDGAR IGLEHEART FOUNDATION INC (EIN 47-3043391)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-14
- IRS object ID
- 202531349349103708
- Schema version
- 2024v5.1
- 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
- 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 | 2025-05-14T15:20:02+00:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 Mazars 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 | 2024-01-01 | 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 | 2025-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| 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 Dill | PreparerPersonNm |
| PTIN | P01262937 | PTIN |
| Phone | 8124286500 | PhoneNum |
| Preparation | 2025-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $118,739,686 | 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 | $19,458 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $19,458 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $19,458 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $3,526,335 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,453,127 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $3,453,127 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,102,298 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $21,073,879 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,099,369 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $63,164 | NetSTCapitalGainAdjNetIncmAmt |
| Incm Modifications Adj Net Incm | $4,500 | 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 | $28,123 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $28,123 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $5,681,214 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,571,954 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,568,372 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $320,795 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $320,795 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $404,499 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $404,499 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $9,780 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $9,780 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $38,232 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $38,232 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $331,945 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $330,581 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $330,581 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,364 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $125,837 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $15,869 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $15,869 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $54,968 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $512,920 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $468,235 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $468,235 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,212,243 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $346,450 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $346,450 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,297,873 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $26,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $26,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,238,493 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $346,450 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $346,450 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,324,123 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,442,721 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,225,504 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,221,922 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,209,151 | CashBOYAmt |
| Cash EOY | $6,122,490 | CashEOYAmt |
| Cash EOYFMV | $6,122,490 | CashEOYFMVAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| 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 | $16,778,367 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $18,514,250 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $17,828,967 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $39,131,690 | CorporateStockBOYAmt |
| Corporate Stock EOY | $38,371,783 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $69,672,579 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $9,756,254 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $11,386,851 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $11,375,605 | 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 | $1,500,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,500,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,434,261 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $13,475,302 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,072,726 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $10,895,429 | LandBOYAmt |
| Land EOY | $11,402,576 | LandEOYAmt |
| Land EOYFMV | $11,402,576 | LandEOYFMVAmt |
| Other Assets BOY | $654,420 | OtherAssetsBOYAmt |
| Other Assets EOY | $654,420 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $903,208 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $83,925,311 | TotalAssetsBOYAmt |
| Total Assets EOY | $87,952,370 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $118,739,686 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $27,093 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $31,431 | 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 | $27,093 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $31,431 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $83,898,218 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $87,920,939 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $83,898,218 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $87,920,939 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $83,925,311 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $87,952,370 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $83,898,218 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,442,721 | ExcessRevenueOverExpensesAmt |
| Other Increases | $580,000 | OtherIncreasesAmt |
| Subtotal | $87,920,939 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $87,920,939 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 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 | $5,247 | $5,247 | $0 | $5,247 | ||||
| MERRILL LYNCH - 02471 | $6,452,327 | $63,164 | $0 | $63,164 | P | 2024-01-01 | 2024-12-31 | $6,389,163 |
| MERRILL LYNCH - 02471 | $803,363 | $0 | $0 | $0 | P | 2024-01-01 | 2024-12-31 | $803,363 |
| MERRILL LYNCH - 02471 | $5,384,427 | -$94,228 | $0 | -$94,228 | P | 2023-01-01 | 2024-12-31 | $5,478,655 |
| MERRILL LYNCH - 02471 | $580,000 | $0 | $0 | $0 | P | 2023-01-01 | 2024-12-31 | $580,000 |
| MERRILL LYNCH - 02471 | $180,372 | $0 | $0 | $0 | P | 2024-01-01 | 2024-12-31 | $180,372 |
| MERRILL LYNCH - 02471 | $92,254 | -$5,337 | $0 | -$5,337 | P | 2023-01-01 | 2024-12-31 | $97,591 |
| MERRILL LYNCH - 02432 | $2,829,382 | -$82,879 | $0 | -$82,879 | P | 2023-01-01 | 2024-12-31 | $2,912,261 |
| MERRILL LYNCH - 02432 | $4,288,693 | $2,063,834 | $0 | $2,063,834 | P | 2023-01-01 | 2024-12-31 | $2,224,859 |
| MERRILL LYNCH - 02432 | $453,314 | $149,568 | $0 | $149,568 | P | 2023-01-01 | 2024-12-31 | $303,746 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,099,369 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $63,164 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $72,635 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $72,635 | SubtotalAmt |
| Tax Based On Investment Income | $72,635 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $79,495 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $79,495 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,860 | OverpaymentAmt |
| Applied To ES Tax | $6,860 | 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 | $280,000 | $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 | $4,395 | $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 |
|---|---|---|---|---|---|---|---|
| JEFFREY M OSSENBERG | |||||||
| 7309 E WALNUT STREET | EVANSVILLE | IN | 47715 | EMPLOYEE | 40.000 | $67,385 | $0 |
| LUKE P KENOYER | |||||||
| 807 S HOOSIER AVENUE | EVANSVILLE | IN | 47715 | EMPLOYEE | 40.000 | $71,171 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THE ADLER COMPANIES LLC | |||||
| 1430 S DIXIE HWY SUITE 3 | CORAL GABLES | FL | 33146 | CONSTRUCTION | $292,840 |
| MERRILL LYNCH | |||||
| 1500 AMERICAN BOULEVARD | PENNINGTON | NJ | 085344129 | MANAGE INVESTMENTS | $287,012 |
| SECURITY PRO 247 | |||||
| 720 S Morton St | Bloomington | IN | 47403 | SECURITY | $77,756 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | See Attached | Description1Txt |
| Expenses1 | $1,249,861 | 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 | $99,390,581 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,014,566 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $105,405,147 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $105,405,147 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,581,077 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $103,824,070 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,191,204 | 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 | $1,324,123 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $1,021,638 | CharitableAssetsAcquisPaidAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,345,761 | 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 | $3,221,922 | CurrentYearAmt |
| Year1 | $2,479,216 | Year1Amt |
| Year2 | $1,921,878 | Year2Amt |
| Year3 | $1,775,813 | Year3Amt |
| Total | $9,398,829 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,738,634 | CurrentYearAmt |
| Year1 | $2,107,334 | Year1Amt |
| Year2 | $1,633,596 | Year2Amt |
| Year3 | $1,509,441 | Year3Amt |
| Total | $7,989,004 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,345,761 | CurrentYearAmt |
| Year1 | $3,328,253 | Year1Amt |
| Year2 | $3,301,918 | Year2Amt |
| Year3 | $3,359,346 | Year3Amt |
| Total | $12,335,278 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $26,250 | CurrentYearAmt |
| Year1 | $5,229 | Year1Amt |
| Year2 | $10,600 | Year2Amt |
| Year3 | $7,730 | Year3Amt |
| Total | $49,809 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,319,511 | CurrentYearAmt |
| Year1 | $3,323,024 | Year1Amt |
| Year2 | $3,291,318 | Year2Amt |
| Year3 | $3,351,616 | Year3Amt |
| Total | $12,285,469 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,460,803 | CurrentYearAmt |
| Year1 | $3,150,537 | Year1Amt |
| Year2 | $3,186,567 | Year2Amt |
| Year3 | $3,270,984 | Year3Amt |
| Total | $13,068,891 | 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 (14 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 | $1,000 |
| YOUTH FIRST | |||||||
| 111 SE Third Street Suite 405 | Evansville | IN | 47708 | NONE | PC | TO STRENGTHEN YOUTH AND FAMILIES | $300 |
| VANDERBURGH COUNTY HUMANE SOCIETY | |||||||
| PO Box 6711 | Evansville | IN | 47719 | NONE | PC | TO PROVIDE PROTECTION FOR HOMELESS ANIMALS | $1,500 |
| SOUTHWESTERN INDIANA MASTER GARDENER ASSOCIATION | |||||||
| 3729 E Lloyd Expy | Evansville | IN | 47715 | NONE | PC | TO EDUCATE THE COMMUNITY ABOUT HORTICULTURAL PRACTICES | $10,000 |
| PATCHWORK CENTRAL | |||||||
| 100 Washington Ave | Evansville | IN | 47713 | NONE | PC | TO CREATE COMMUNITY, HONOR PERSONAL DIGNITY, EMPOWER PEOPLE, AND ENCOURAGE SPIRITUAL AND SOCIAL GROWTH | $600 |
| WARRICK COUNTY HUMANE SOCIETY | |||||||
| 5722 Vann Rd | Newburgh | IN | 47630 | NONE | PC | TO FIND HOMES FOR HOMELESS AND NEGLECTED ANIMALS | $1,000 |
| TURNING POINT DONKEY RESCUE | |||||||
| 216 N Meech Rd | Dansville | MI | 48819 | NONE | PC | TO CREATE A WORLD WHERE EVERY DONKEY IS VALUED, CARED FOR, AND TREATED WITH RESPECT | $250 |
| EVANSVILLE WARTIME MUSEUM INC | |||||||
| 7503 Petersburg Rd | Evansville | IN | 47725 | NONE | PC | TO PROMOTE AWARENESS OF THE EVANSVILLE REGION'S WARTIME CONTRIBUTIONS AND HOME FRONT LEGACY | $8,000 |
| BOYS & GIRLS CLUB OF EVANSVILLE | |||||||
| 700 Bellemeade Ave | Evansville | IN | 47713 | NONE | PC | TO ENABLE ALL YOUNG PEOPLE TO REACH THEIR FULL POTENTIAL AS CARING, PRODUCTIVE, AND RESPONSIBLE CITIZENS | $1,500 |
| THE SALVATION ARMY | |||||||
| 1040 N Fulton Ave | Evansville | IN | 47710 | NONE | PC | TO PREACH THE GOSPEL OF JESUS CHRIST AND TO MEET HUMAN NEEDS IN HIS NAME WITHOUT DISCRIMINATION | $700 |
| EVANSVILLE RESCUE MISSION | |||||||
| 500 E Walnut St | Evansville | IN | 47713 | NONE | PC | TO PROVIDE CARE TO GUESTS OVERCOMING ADDICTIONS, ABUSE, HOMELESSNESS, AND OTHER LIFE-DEFINING CHALLENGES | $500 |
| SANTA CLOTHES CLUB | |||||||
| 4000 E Division St A | EVANSVILLE | IN | 47715 | NONE | PC | TO PROVIDE NEW CLOTHES FOR DISADVANTAGED CHILDREN IN THE TRI-STATE AREA | $100 |
| FRIENDS OF WILLARD LIBRARY | |||||||
| 21 N First Avenue | EVANSVILLE | IN | 47710 | NONE | PC | TO ENHANCE COMMUNITY ENGAGEMENT WITH WILLARD LIBRARY | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $26,250 | 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 | $19,458 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,526,335 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,102,298 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous Income | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $28,123 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,676,214 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,676,214 | 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 | $38,232 | Amt |
| Disbursements Charitable Prps | $38,232 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (5 entries)
| PropertyPropertyDesc | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|
| VARIOUS ASSETS | 39.0 | $104,134 |
| VARIOUS ASSETS | 15.0 | $315,599 |
| VARIOUS ASSETS | 10.0 | $6,146 |
| VARIOUS ASSETS | 7.0 | $62,504 |
| VARIOUS ASSETS | 5.0 | $24,537 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (11 entries)
| AssetAssetDesc | Gross Sales PriceGrossSalesPriceAmt | Total NetTotalNetAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | BasisBasisAmt |
|---|---|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTIONS | $5,247 | $5,247 | ||||
| MERRILL LYNCH - 02471 | $6,452,327 | $63,164 | 2024-01 | P | 2024-12 | $6,389,163 |
| MERRILL LYNCH - 02471 | $803,363 | $0 | 2024-01 | P | 2024-12 | $803,363 |
| MERRILL LYNCH - 02471 | $5,384,427 | -$94,228 | 2023-01 | P | 2024-12 | $5,478,655 |
| MERRILL LYNCH - 02471 | $580,000 | $0 | 2023-01 | P | 2024-12 | $580,000 |
| MERRILL LYNCH - 02471 | $180,372 | $0 | 2024-01 | P | 2024-12 | $180,372 |
| MERRILL LYNCH - 02471 | $92,254 | -$5,337 | 2023-01 | P | 2024-12 | $97,591 |
| MERRILL LYNCH - 02432 | $2,829,382 | -$82,879 | 2023-01 | P | 2024-12 | $2,912,261 |
| MERRILL LYNCH - 02432 | $4,288,693 | $2,063,834 | 2023-01 | P | 2024-12 | $2,224,859 |
| MERRILL LYNCH - 02432 | $453,314 | $149,568 | 2023-01 | P | 2024-12 | $303,746 |
| SALE OF FIXED ASSETS | $4,500 | $2,929 | 2023-01 | P | 2024-12 | $1,571 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Corporate Bonds | BondNm |
| EOY Book Value | $11,386,851 | EOYBookValueAmt |
| EOYFMV | $11,375,605 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Equities | $35,848,761 | $66,519,260 |
| Mutual Funds | $2,256,622 | $2,846,329 |
| Preferred Stocks | $266,400 | $306,990 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $18,494,477 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $17,809,188 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $19,773 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $19,779 | 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 | $1,434,261 | 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 | $13,475,302 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $2,072,726 | AccumulatedDepreciationAmt |
| Book Value | $11,402,576 | BookValueAmt |
| EOYFMV | $11,402,576 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $9,780 | LegalFeesAmt |
| Disbursements Charitable Prps | $9,780 | DisbursementsCharitablePrpsAmt |
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 | $248,788 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| OFFICE SUPPLIES | $15,102 | $15,102 |
| COMPUTER & INTERNET | $9,177 | $9,177 |
| INSURANCE | $63,799 | $63,799 |
| REPAIRS | $45,012 | $45,012 |
| LANDSCAPING | $133,992 | $133,992 |
| UTILITIES | $63,618 | $63,618 |
| ALARM & SECURITY | $89,170 | $89,170 |
| PEST CONTROL | $2,735 | $2,735 |
| MISCELLANEOUS EXPENSES | $34,806 | $34,806 |
| EQUIPMENT RENTAL | $300 | $300 |
| TREE SERVICE | $8,700 | $8,700 |
| ADVERTISING | $1,824 | $1,824 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| EVENT INCOME | $24,314 | $24,314 |
| MISCELLANEOUS INCOME | $2 | $2 |
| CREDIT CARD REWARDS | $3,807 | $3,807 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Cost Basis Adjustment | Desc |
| Amt | $580,000 | Amt |
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 | $287,012 | $287,012 | $287,012 | |
| OLD NATIONAL ADVISORY FEES | $43,569 | $43,569 | $43,569 | |
| MISCELLANEOUS FEES | $1,364 | $1,364 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX | $15,869 | $15,869 | $15,869 | |
| INVESTMENT INCOME EXCISE TAX | $55,000 | |||
| PAYROLL TAXES | $47,740 | $47,740 | ||
| PROPERTY TAXES | $7,228 | $7,228 |