ALINE AND EDGAR IGLEHEART FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ALINE AND EDGAR IGLEHEART FOUNDATION INC (EIN 47-3043391)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-11
- IRS object ID
- 201923159349101147
- Schema version
- 2018v3.1
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-11T16:02:46-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-11-15 | 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 |
| Preparation | 2019-11-15 | PreparationDt |
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 | 35026820193155000002 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-11-11 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2357AE0C1F954FB5B8EB504685203D8AB51CFB3F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2357AE0C1F954FB5B8EB504685203D8AB51CFB3F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $51,683,709 | 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 | $16,090,424 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,154 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,154 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $2,154 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,126,188 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,067,978 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,126,188 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $659,214 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,668,771 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $659,214 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$1,537 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $17,876,443 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,729,346 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,128,342 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $262,415 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $262,415 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $107,676 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $107,676 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,733 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,733 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $18,776 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $18,776 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $217,162 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $194,561 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $201,111 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $16,051 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $39,764 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,213 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $9,213 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $30,551 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $110,666 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $3,193 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,193 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $607,793 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $607,793 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,370,178 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $203,774 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $210,324 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,049,188 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,370,378 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $203,774 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $210,324 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,049,388 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $16,506,065 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,525,572 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $918,018 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,474,962 | CashBOYAmt |
| Cash EOY | $8,184,617 | CashEOYAmt |
| Cash EOYFMV | $8,184,617 | CashEOYFMVAmt |
| US Government Obligations BOY | $6,671,788 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $9,139,024 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $9,493,046 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $11,118,436 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,905,162 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,975,843 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $9,405,665 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $9,311,988 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,157,368 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $212,211 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,033,450 | LandBOYAmt |
| Land EOY | $3,945,157 | LandEOYAmt |
| Land EOYFMV | $3,945,157 | LandEOYFMVAmt |
| Other Assets BOY | $654,420 | OtherAssetsBOYAmt |
| Other Assets EOY | $654,420 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $773,058 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $25,953,056 | TotalAssetsBOYAmt |
| Total Assets EOY | $42,234,045 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $51,683,709 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $9,617 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $5,927 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $9,617 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,927 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $25,943,439 | UnrestrictedBOYAmt |
| Unrestricted EOY | $42,228,118 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $25,943,439 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $42,228,118 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $25,953,056 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $42,234,045 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $25,943,439 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $16,506,065 | ExcessRevenueOverExpensesAmt |
| Subtotal | $42,449,504 | SubtotalAmt |
| Other Decreases | $221,386 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $42,228,118 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MERRILL LYNCH - 02432 | P | 2017-05-04 | 2018-01-16 | $588,710 | $588,711 | -$1 | -$1 |
| MERRILL LYNCH - 02432 | D | $615,436 | $341,615 | $273,821 | $273,821 | ||
| MERRILL LYNCH - 02432 | D | $200,799 | $119,053 | $81,746 | $81,746 | ||
| MERRILL LYNCH - 02432 | D | $132,488 | $5,524 | $126,964 | $126,964 | ||
| MERRILL LYNCH - 02471 | P | $3,433,261 | $3,448,445 | -$21,408 | -$15,184 | ||
| MERRILL LYNCH -02471 | D | $3,074,402 | $3,128,333 | -$53,931 | -$53,931 | ||
| MERRILL LYNCH - 02471 | D | $448,633 | $450,854 | -$2,221 | -$2,221 | ||
| MERRILL LYNCH - 02471 | P | $500,350 | $500,304 | $46 | $46 | ||
| CAPITAL GAIN DISTRIBUTION | P | $254,198 | $254,198 | $254,198 | |||
| MERRILL LYNCH - 02471 | P | $410,494 | $410,494 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $659,214 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$21,363 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,773,188 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $33,760,422 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052523 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,178,340 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $29,626,463 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.039773 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $205,620 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,391,568 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.027818 | DistributionYr3Rt |
| Total Distribution | 0.120114 | TotalDistributionRt |
| Average Distribution | 0.040038 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $48,579,384 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,945,021 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $15,256 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,960,277 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,083,300 | 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 | $15,256 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $15,256 | SubtotalAmt |
| Tax Based On Investment Income | $15,256 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $57,335 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $57,335 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $42,079 | OverpaymentAmt |
| Applied To ES Tax | $42,079 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICK TREMONT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8124763430 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5500 LINCOLN AVENUE | AddressLine1Txt |
| City | EVANSVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47715 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RICK TREMONT | ||||||||
| 5500 Lincoln Avenue | Evansville | IN | 47715 | PRESIDENT/TREASURER | 40.0 | $240,000 | $0 | $0 |
| CARY I GRADY | ||||||||
| 5500 Lincoln Avenue | Evansville | IN | 47715 | VICE PRESIDENT | 1.0 | $0 | $0 | $0 |
| DANIEL L KELLEY | ||||||||
| 5500 Lincoln Avenue | Evansville | IN | 47715 | Director | 1.0 | $0 | $0 | $0 |
| ROBERT W KUHLMAN | ||||||||
| 5500 Lincoln Avenue | Evansville | IN | 47715 | SECRETARY | 15.0 | $17,290 | $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 | $5,125 | $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 |
|---|---|---|---|---|---|
| BOREN CONSTRUCTION | |||||
| 5077 OAK TREE DR | BOONVILLE | IN | 47601 | GENERAL CONTRACTOR | $172,452 |
| HERMANN COMPANIES INC | |||||
| 11505 BUENTE ROAD | EVANSVILLE | IN | 47720 | ROAD CONSTRUCTION | $101,194 |
| MERRILL LYNCH | |||||
| 1500 AMERICAN BOULEVARD | PENNINGTON | NJ | 085344129 | FINANCIAL ADVISOR | $201,111 |
| THE ADLER COMPANIES LLC | |||||
| 1430 S Dixie HWY SUITE 310 | CORAL GABLES | FL | 33146 | HOME BUILDER | $106,366 |
| RENAISSANCE ROOFING INC | |||||
| P O BOX 5024 | ROCKFORD | IL | 61125 | ROOFING | $90,000 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SEE ATTACHED | Description1Txt |
| Expenses1 | $1,027,679 | 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 | $39,255,372 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,063,800 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $49,319,172 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $49,319,172 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $739,788 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $48,579,384 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,428,969 | 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 | $1,049,388 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $1,033,912 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,083,300 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $15,256 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,068,044 | 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 | $918,018 | CurrentYearAmt |
| Year1 | $559,997 | Year1Amt |
| Year2 | $671,979 | Year2Amt |
| Year3 | $177,751 | Year3Amt |
| Total | $2,327,745 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $780,315 | CurrentYearAmt |
| Year1 | $475,997 | Year1Amt |
| Year2 | $571,182 | Year2Amt |
| Year3 | $151,088 | Year3Amt |
| Total | $1,978,582 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,083,300 | CurrentYearAmt |
| Year1 | $1,784,049 | Year1Amt |
| Year2 | $1,213,978 | Year2Amt |
| Year3 | $205,620 | Year3Amt |
| Total | $5,286,947 | 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 | $2,083,300 | CurrentYearAmt |
| Year1 | $1,784,049 | Year1Amt |
| Year2 | $1,213,978 | Year2Amt |
| Year3 | $205,620 | Year3Amt |
| Total | $5,286,947 | 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 | $1,619,313 | CurrentYearAmt |
| Year1 | $1,125,347 | Year1Amt |
| Year2 | $987,549 | Year2Amt |
| Year3 | $233,560 | Year3Amt |
| Total | $3,965,769 | 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 (2 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 | $100 |
| FRIENDS OF AUDUBON | |||||||
| PO BOX 576 | HENDERSON | KY | 42419 | NONE | PC | TO SUPPORT PUBLIC LANDS | $100 |
| 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 | $2,154 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,126,188 | 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 | $657,677 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,786,019 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,786,019 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | PHYLLIS IGLEHEART IRREVOCABLE TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $16,090,424 | 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 | $18,776 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $18,776 | 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 | $9,405,665 | EOYBookValueAmt |
| EOYFMV | $9,311,988 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITIES | $6,689,527 | $15,029,870 |
| MUTUAL FUNDS | $4,215,635 | $4,945,973 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $9,064,874 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $9,418,645 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $74,150 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $74,401 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,733 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,733 | 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 | $118,638 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT - NO INCOME IMPACT | Desc |
| Amt | $221,386 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| OFFICE SUPPLIES | $7,440 | $7,440 |
| COMPUTER & INTERNET | $4,438 | $4,438 |
| INSURANCE | $40,427 | $40,427 |
| REPAIRS | $21,461 | $21,461 |
| LANDSCAPING | $210,817 | $210,817 |
| UTILITIES | $29,390 | $29,390 |
| CONSTRUCTION & IMPROVEMENTS | $149,863 | $149,863 |
| ALARM & SECURITY | $88,271 | $88,271 |
| PEST CONTROL | $1,015 | $1,015 |
| MISCELLANEOUS EXPENSES | $9,162 | $9,162 |
| EQUIPMENT RENTAL | $2,621 | $2,621 |
| MARKETING AND ADVERTISING | $788 | $788 |
| TREE SERVICE | $42,100 | $42,100 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LOSS ON SALE OF EQUIPMENT | Desc |
| Revenue And Expenses Per Books | -$1,537 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MERRILL LYNCH INVESTMENT FEES | $201,111 | $194,561 | $201,111 | |
| ENGINEERING FEES | $16,051 | $16,051 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX | $9,213 | $9,213 | $9,213 | |
| TAXES AND LICENSE | $1,348 | $1,348 | ||
| PAYROLL TAXES | $29,203 | $29,203 |