ALINE AND EDGAR IGLEHEART FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ALINE AND EDGAR IGLEHEART FOUNDATION INC (EIN 47-3043391)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-16
- IRS object ID
- 202231369349104608
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- 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 | 2022-05-16T14:06:46-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD 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 | 2021-01-01 | 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 | 2022-05-16 | 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 | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $113,040,000 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $107 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $107 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $107 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $2,111,000 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,087,897 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $2,090,646 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,302,483 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $20,588,887 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,302,483 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,458 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $4,458 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $7,418,048 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,390,487 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,095,211 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $260,404 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $260,404 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $239,211 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $239,211 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,467 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,467 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $16,020 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $16,020 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $319,394 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $305,854 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $305,968 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $13,426 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $58,200 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $13,430 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $13,430 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $34,216 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $249,796 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $469,791 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $469,791 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,615,283 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $319,284 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $319,398 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,035,535 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,730 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,730 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,623,013 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $319,284 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $319,398 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,043,265 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,795,035 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,071,203 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,775,813 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,069,165 | CashBOYAmt |
| Cash EOY | $3,800,419 | CashEOYAmt |
| Cash EOYFMV | $3,800,419 | CashEOYFMVAmt |
| US Government Obligations BOY | $9,858,316 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $12,857,269 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $12,862,864 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $38,237,709 | CorporateStockBOYAmt |
| Corporate Stock EOY | $38,531,693 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $73,960,602 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $9,985,873 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $13,850,932 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $14,056,361 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $8,426,875 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $816,792 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $5,543,799 | LandBOYAmt |
| Land EOY | $7,610,083 | LandEOYAmt |
| Land EOYFMV | $7,610,083 | LandEOYFMVAmt |
| Other Assets BOY | $654,420 | OtherAssetsBOYAmt |
| Other Assets EOY | $654,420 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $749,671 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $70,349,282 | TotalAssetsBOYAmt |
| Total Assets EOY | $77,304,816 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $113,040,000 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,936 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,926 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $1,936 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,926 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $70,347,346 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $77,302,890 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $70,347,346 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $77,302,890 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $70,349,282 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $77,304,816 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $70,347,346 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,795,035 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,160,509 | OtherIncreasesAmt |
| Subtotal | $77,302,890 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $77,302,890 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MERRILL LYNCH - 02471 | P | $4,365,064 | $4,383,677 | -$19,366 | -$18,613 |
| MERRILL LYNCH - 02471 | P | $550,661 | $550,661 | ||
| MERRILL LYNCH - 02471 | P | $7,896,013 | $7,608,520 | $270,732 | $287,493 |
| MERRILL LYNCH - 02471 | P | $11,536 | $0 | $11,536 | $11,536 |
| MERRILL LYNCH - 02432 | D | $4,089,409 | $1,480,315 | $2,609,094 | $2,609,094 |
| MERRILL LYNCH - 02432 | P | $48,523 | $48,523 | ||
| MERRILL LYNCH - 02432 | P | $1,288,810 | $634,916 | $653,894 | $653,894 |
| MERRILL LYNCH - 02432 | P | $1,645,187 | $562,278 | $1,082,909 | $1,082,909 |
| MERRILL LYNCH - 02432 | D | $406,868 | $0 | $406,868 | $406,868 |
| CAPITAL GAIN DIVIDENDS | P | $286,816 | |||
| CAPITAL GAIN DIVIDENDS | P | $286,816 | |||
| CAPITAL GAIN DIVIDENDS | P | $286,816 | |||
| CAPITAL GAIN DIVIDENDS | P | $286,816 | |||
| CAPITAL GAIN DIVIDENDS | P | $286,816 | |||
| CAPITAL GAIN DIVIDENDS | P | $286,816 | |||
| CAPITAL GAIN DIVIDENDS | P | $286,816 | |||
| CAPITAL GAIN DIVIDENDS | P | $286,816 | |||
| CAPITAL GAIN DIVIDENDS | P | $286,816 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,302,483 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$19,366 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $98,290 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $98,290 | SubtotalAmt |
| Tax Based On Investment Income | $98,290 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $29,200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $29,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,560 | EsPenaltyAmt |
| Tax Due | $70,650 | TaxDueAmt |
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 | $230,769 | $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 | $23,800 | $0 | $0 |
| JEFFREY L WILMES | ||||||||
| 5500 Lincoln Avenue | Evansville | IN | 47715 | DIRECTOR | 4.0 | $5,835 | $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 | $53,415 |
| CHARLES W ADAMS | ||||||
| 5833 SEILER ROAD | NEWBURGH | IN | 47630 | 0 | 40.0 | $52,308 |
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 | HOME BUILDER | $278,455 |
| MERRILL LYNCH | |||||
| 1500 AMERICAN BOULEVARD | PENNINGTON | NJ | 085344129 | FINANCIAL ADVISOR | $261,522 |
| HAPPE AND DUBORD CONSTRUCTION | |||||
| 3225 CLAREMONT AVE | EVANSVILLE | IN | 47712 | CONSTRUCTION | $115,911 |
| GRABER POST BUILDING | |||||
| 7716 900 E | MONTGOMERY | IN | 47558 | CONSTRUCTION | $97,681 |
| EVANSVILLE SECURITY INC | |||||
| 7110 KREMER ROAD | EVANSVILLE | IN | 47720 | NIGHT TIME SECURITY | $86,752 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SEE ATTACHED | Description1Txt |
| Expenses1 | $1,017,048 | 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 | $95,078,682 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,545,193 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $99,623,875 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $99,623,875 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,494,358 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $98,129,517 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,906,476 | 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 | $1,043,265 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $2,316,081 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $3,359,346 | 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 | $1,775,813 | CurrentYearAmt |
| Year1 | $1,807,484 | Year1Amt |
| Year2 | $1,113,705 | Year2Amt |
| Year3 | $918,018 | Year3Amt |
| Total | $5,615,020 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,509,441 | CurrentYearAmt |
| Year1 | $1,536,361 | Year1Amt |
| Year2 | $946,649 | Year2Amt |
| Year3 | $780,315 | Year3Amt |
| Total | $4,772,766 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,359,346 | CurrentYearAmt |
| Year1 | $1,387,664 | Year1Amt |
| Year2 | $2,477,298 | Year2Amt |
| Year3 | $2,083,300 | Year3Amt |
| Total | $9,307,608 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $7,730 | CurrentYearAmt |
| Year1 | $250 | Year1Amt |
| Year2 | $200 | Year2Amt |
| Year3 | $200 | Year3Amt |
| Total | $8,380 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,351,616 | CurrentYearAmt |
| Year1 | $1,387,414 | Year1Amt |
| Year2 | $2,477,098 | Year2Amt |
| Year3 | $2,083,100 | Year3Amt |
| Total | $9,299,228 | 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 | $3,270,984 | CurrentYearAmt |
| Year1 | $2,807,812 | Year1Amt |
| Year2 | $1,816,249 | Year2Amt |
| Year3 | $1,619,313 | Year3Amt |
| Total | $9,514,358 | 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 | $500 | |
| REITZ HOME MUSEUM | ||||||||
| 112 CHESNUT ST | EVANSVILLE | IN | 47713 | NONE | PC | TO SUPPORT THE PRESERVATION OF THE HOME | $5,000 | |
| EVANSVILLE P-47 FOUNDATION | ||||||||
| 300 SE RIVERSIDE DRIVE | EVANSVILLE | IN | 47713 | NONE | PC | TO SUPPORT WARTIME EDUCATION | $2,230 | SUITE 100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,730 | 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 | $107 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,111,000 | 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 | $5,302,483 | 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 | $4,458 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $7,418,048 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,418,048 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $16,020 | Amt |
| Disbursements Charitable Prps | $16,020 | 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 | $13,850,932 | EOYBookValueAmt |
| EOYFMV | $14,056,361 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITIES | $31,137,392 | $63,164,909 |
| MUTUAL FUNDS | $7,394,301 | $10,795,693 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $12,793,005 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $12,794,860 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $64,264 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $68,004 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,467 | LegalFeesAmt |
| Disbursements Charitable Prps | $2,467 | 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 | $95,251 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| OFFICE SUPPLIES | $20,034 | $20,034 |
| COMPUTER & INTERNET | $5,812 | $5,812 |
| INSURANCE | $69,102 | $69,102 |
| REPAIRS | $36,331 | $36,331 |
| LANDSCAPING | $122,031 | $122,031 |
| UTILITIES | $48,463 | $48,463 |
| CONSTRUCTION & IMPROVEMENTS | $22,742 | $22,742 |
| ALARM & SECURITY | $97,702 | $97,702 |
| PEST CONTROL | $3,505 | $3,505 |
| MISCELLANEOUS EXPENSES | $8,526 | $8,526 |
| EQUIPMENT RENTAL | $7,308 | $7,308 |
| TREE SERVICE | $24,200 | $24,200 |
| ADVERTISING | $2,935 | $2,935 |
| TEMPORARY LABOR | $1,100 | $1,100 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| Event Income | $2,644 | $2,644 |
| Rental House Income | $1,814 | $1,814 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ADJUSTMENT TO COST BASIS OF DONATED | $1,160,509 |
| SECURITIES | $0 |
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 | $261,522 | $261,522 | $261,522 | |
| ENGINEERING FEES | $13,426 | $13,426 | ||
| OLD NATIONAL WM FEES | $44,446 | $44,332 | $44,446 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX | $13,430 | $13,430 | $13,430 | |
| TAXES AND LICENSE | $10,764 | $210 | ||
| PAYROLL TAXES | $34,006 | $34,006 |