ALINE AND EDGAR IGLEHEART FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ALINE AND EDGAR IGLEHEART FOUNDATION INC (EIN 47-3043391)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-09-03
- IRS object ID
- 202032479349101003
- Schema version
- 2019v5.1
- 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
- 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 | 2020-09-03T12:03:43-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SIDNEY I DILL | PreparerPersonNm |
| PTIN | P01262937 | PTIN |
| Phone | 8124286500 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.126.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 35026820202475000004 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-09-03 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D75DC4B325B2314289B3F07F57273AA734366E14 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4CD14BE7FA3BF4A8B93C791E0348F04CC49518BD | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $92,031,357 | 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 | $22,958,382 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,168 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,168 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $4,168 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,305,103 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,305,103 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,305,103 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,014,914 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,845,338 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,014,914 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $27,975 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $2,500 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $27,285,067 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,324,185 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,337,246 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $266,565 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $266,565 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $172,812 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $172,812 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $8,203 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $8,203 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $19,869 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $19,869 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $217,978 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $209,371 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $209,371 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $8,607 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $39,792 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $14,170 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $14,170 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $25,622 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $157,671 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $3,870 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,870 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $546,292 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $546,292 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,433,052 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $223,541 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $223,541 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,051,840 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,433,252 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $223,541 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $223,541 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,052,040 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $25,851,815 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,100,644 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,113,705 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,184,617 | CashBOYAmt |
| Cash EOY | $5,864,120 | CashEOYAmt |
| Cash EOYFMV | $5,864,120 | CashEOYFMVAmt |
| US Government Obligations BOY | $9,139,024 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $10,513,013 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $10,670,328 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $10,905,162 | CorporateStockBOYAmt |
| Corporate Stock EOY | $38,323,061 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $60,331,252 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $9,405,665 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,767,116 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $9,194,913 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $5,582,625 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $369,882 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,945,157 | LandBOYAmt |
| Land EOY | $5,212,743 | LandEOYAmt |
| Land EOYFMV | $5,212,743 | LandEOYFMVAmt |
| Other Assets BOY | $654,420 | OtherAssetsBOYAmt |
| Other Assets EOY | $654,420 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $758,001 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $42,234,045 | TotalAssetsBOYAmt |
| Total Assets EOY | $69,334,473 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $92,031,357 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $5,927 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,068 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $5,927 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,068 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $42,228,118 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $69,332,405 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $42,228,118 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $69,332,405 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $42,234,045 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $69,334,473 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $42,228,118 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $25,851,815 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,252,472 | OtherIncreasesAmt |
| Subtotal | $69,332,405 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $69,332,405 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MERRILL LYNCH - 02471 | P | $5,451,706 | $5,416,746 | $27,990 | $34,960 |
| MERRILL LYNCH - 02471 | P | $312,393 | $312,393 | ||
| MERRILL LYNCH - 02471 | P | $5,127,233 | $4,976,524 | $128,935 | $150,709 |
| MERRILL LYNCH - 02471 | P | $335,000 | $335,000 | ||
| MERRILL LYNCH - 02432 | P | $2,834 | $2,849 | -$15 | -$15 |
| MERRILL LYNCH - 02432 | P | $820,317 | $674,443 | $145,874 | $145,874 |
| MERRILL LYNCH - 02432 | P | $1,935,602 | $1,080,725 | $854,877 | $854,877 |
| MERRILL LYNCH - 02432 | D | $1,682,051 | $1,682,051 | $1,682,051 | |
| CAPITAL GAIN DIVIDENDS | P | $175,202 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,014,914 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $27,975 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,068,044 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $48,579,384 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04257 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,773,188 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $33,760,422 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052523 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,178,340 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $29,626,463 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.039773 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $205,620 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,391,568 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.027818 | DistributionYr4Rt |
| Total Distribution | 0.162684 | TotalDistributionRt |
| Average Distribution | 0.040671 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $54,487,458 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,216,059 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $41,006 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,257,065 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,477,298 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $41,006 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $41,006 | SubtotalAmt |
| Tax Based On Investment Income | $41,006 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $42,079 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $42,079 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $1,073 | OverpaymentAmt |
| Applied To ES Tax | $1,073 | 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 | Yes (true) | 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 | $21,840 | $0 | $0 |
| CONNIE WEINZAPFEL | ||||||||
| 5500 Lincoln Avenue | Evansville | IN | 47715 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| JEFFREY L WILMES | ||||||||
| 5500 Lincoln Avenue | Evansville | IN | 47715 | DIRECTOR | 4.0 | $4,725 | $0 | $0 |
| MARK BROWNING | ||||||||
| 5500 LINCOLN AVE | EVANSVILLE | IN | 47715 | DIRECTOR | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GLASER MASONRY LLC | |||||
| 9833 SIX SCHOOL ROAD | EVANSVILLE | IN | 47720 | MASONRY | $100,604 |
| GRABER POST BUILDING | |||||
| 7716 900 E | MONTGOMERY | IN | 47558 | CONSTRUCTION | $234,450 |
| MERRILL LYNCH | |||||
| 1500 AMERICAN BOULEVARD | PENNINGTON | NJ | 085344129 | FINANCIAL ADVISOR | $209,331 |
| THE ADLER COMPANIES LLC | |||||
| 1430 S Dixie HWY SUITE 310 | CORAL GABLES | FL | 33146 | HOME BUILDER | $126,887 |
| RENAISSANCE ROOFING INC | |||||
| P O BOX 5024 | ROCKFORD | IL | 61125 | ROOFING | $356,697 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SEE ATTACHED | Description1Txt |
| Expenses1 | $1,023,768 | 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 | $49,252,481 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,064,735 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $55,317,216 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $55,317,216 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $829,758 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $54,487,458 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,724,373 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,052,040 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $1,425,258 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,477,298 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $41,006 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,436,292 | AdjustedQualifyingDistriAmt |
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 | $1,113,705 | CurrentYearAmt |
| Year1 | $918,018 | Year1Amt |
| Year2 | $559,997 | Year2Amt |
| Year3 | $671,979 | Year3Amt |
| Total | $3,263,699 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $946,649 | CurrentYearAmt |
| Year1 | $780,315 | Year1Amt |
| Year2 | $475,997 | Year2Amt |
| Year3 | $571,182 | Year3Amt |
| Total | $2,774,143 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,477,298 | CurrentYearAmt |
| Year1 | $2,083,300 | Year1Amt |
| Year2 | $1,784,049 | Year2Amt |
| Year3 | $1,213,978 | Year3Amt |
| Total | $7,558,625 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distri Not Used Drt | QualifyingDistriNotUsedDrtGrp |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,477,298 | CurrentYearAmt |
| Year1 | $2,083,300 | Year1Amt |
| Year2 | $1,784,049 | Year2Amt |
| Year3 | $1,213,978 | Year3Amt |
| Total | $7,558,625 | 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 | $1,816,249 | CurrentYearAmt |
| Year1 | $1,619,313 | Year1Amt |
| Year2 | $1,125,347 | Year2Amt |
| Year3 | $987,549 | Year3Amt |
| Total | $5,548,458 | 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
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEACEFUL VALLEY DONKEY RESCUE | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 216 | AddressLine1Txt |
| City | MILES | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 76861 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | TO SUPPORT ANIMAL WELFARE | GrantOrContributionPurposeTxt |
| Amt | $200 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $200 | 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 | $4,168 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,305,103 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,014,914 | 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 | GAIN ON DISPOSAL OF ASSET | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $2,500 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,326,685 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,326,685 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| PHYLLIS IGLEHEART IRREVOCABLE TRUST | |||||||
| 1 | 5500 Lincoln Avenue | Evansville | IN | 47715 | $1,682,949 | Yes (X) | |
| PHYLLIS IGLEHEART IRREVOCABLE TRUST | |||||||
| 2 | 5500 Lincoln Avenue | Evansville | IN | 47715 | $21,275,433 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | VARIOUS MARKETABLE SECURITIES - DETAIL AVAILABLE UPON REQUEST | NoncashPropertyDesc |
| Fair Market Value | $32,526,046 | FairMarketValueAmt |
| Received | 2019-11-27 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $19,869 | Amt |
| Disbursements Charitable Prps | $19,869 | 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 | $8,767,116 | EOYBookValueAmt |
| EOYFMV | $9,194,913 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITIES | $30,645,208 | $50,730,780 |
| MUTUAL FUNDS | $7,677,853 | $9,600,472 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $10,443,806 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $10,598,701 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $69,207 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $71,627 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $8,203 | LegalFeesAmt |
| Disbursements Charitable Prps | $8,203 | 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 | $103,581 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| OFFICE SUPPLIES | $12,003 | $12,003 |
| COMPUTER & INTERNET | $2,809 | $2,809 |
| INSURANCE | $35,412 | $35,412 |
| REPAIRS | $34,371 | $34,371 |
| LANDSCAPING | $150,227 | $150,227 |
| UTILITIES | $35,185 | $35,185 |
| CONSTRUCTION & IMPROVEMENTS | $150,698 | $150,698 |
| ALARM & SECURITY | $95,975 | $95,975 |
| PEST CONTROL | $2,829 | $2,829 |
| MISCELLANEOUS EXPENSES | $9,630 | $9,630 |
| EQUIPMENT RENTAL | $4,603 | $4,603 |
| TREE SERVICE | $12,550 | $12,550 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GAIN ON SALE OF EQUIPMENT | Desc |
| Revenue And Expenses Per Books | $2,500 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENTS- NO INCOME IMPACT | Desc |
| Amt | $1,252,472 | 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 | $209,331 | $209,331 | $209,331 | |
| ENGINEERING FEES | $8,607 | $8,607 | ||
| OLD NATIONAL WM FEES | $40 | $40 | $40 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX | $14,170 | $14,170 | $14,170 | |
| TAXES AND LICENSE | $279 | $279 | ||
| PAYROLL TAXES | $25,343 | $25,343 |