ALINE AND EDGAR IGLEHEART FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ALINE AND EDGAR IGLEHEART FOUNDATION INC (EIN 47-3043391)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-09-08
- IRS object ID
- 201712519349100201
- Schema version
- 2016v3.1
- 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
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-09-08T07:34:04-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-11-15 | 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 |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.22.227.161 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 35026820172515000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-09-08 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 329E075F84EEAB140A085A025CBC07D5E4E16A3E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | FE84B15E8AAC3117FE43EE989F958055A29C882F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $35,706,582 | 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 | $21,615,689 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $56,627 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,010 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $56,627 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $540,927 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $537,789 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $540,927 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $2,750 | GrossRentsRevAndExpnssAmt |
| Gross Rents Adj Net Incm | $2,750 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $2,750 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $3,181,516 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,191,326 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,149,933 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $208,119 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $25,397,509 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,688,732 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $808,423 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $130,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $130,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $5,585 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $5,585 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $37,951 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $37,951 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $19,036 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $19,036 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $349,319 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $117,840 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $126,616 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $222,703 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $111,661 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,078 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $7,078 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $90,950 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $48,620 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Adj Net Incm | $970 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $1,780 | OccupancyRevAndExpnssAmt |
| Occupancy Adj Net Incm | $1,780 | OccupancyAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $439,581 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $439,581 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,143,533 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $124,918 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $136,444 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $945,806 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,143,533 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $124,918 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $136,444 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $945,806 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $24,253,976 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,563,814 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $671,979 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $929,558 | CashBOYAmt |
| Cash EOY | $7,106,698 | CashEOYAmt |
| Cash EOYFMV | $7,106,698 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,294,141 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,167,103 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $21,228,721 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,294,512 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,365,411 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,366,457 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,337,994 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $50,609 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,067,834 | LandBOYAmt |
| Land EOY | $2,287,385 | LandEOYAmt |
| Land EOYFMV | $2,287,385 | LandEOYFMVAmt |
| Other Assets BOY | $2,354,290 | OtherAssetsBOYAmt |
| Other Assets EOY | $654,420 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $717,321 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $7,940,335 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,581,017 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $35,706,582 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $3,466 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,466 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $7,940,335 | UnrestrictedBOYAmt |
| Unrestricted EOY | $25,577,551 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,940,335 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $25,577,551 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,940,335 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $25,581,017 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,940,335 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $24,253,976 | ExcessRevenueOverExpensesAmt |
| Subtotal | $32,194,311 | SubtotalAmt |
| Other Decreases | $6,616,760 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $25,577,551 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MERILL LYNCH - 02432 | D | $349,608 | $141,489 | $208,119 | $208,119 |
| MERILL LYNCH - 02432 | D | $353,899 | $398,334 | -$44,435 | -$44,435 |
| MERILL LYNCH - 02432 | D | $3,696,528 | $2,495,990 | $1,201,708 | $1,200,538 |
| MERILL LYNCH - 02432 | D | $1,679,379 | $0 | $1,679,379 | $1,679,379 |
| SALE OF DONATED VEHICLES | D | $6,750 | $6,750 | ||
| CAPITAL GAIN DISTRIBUTIONS | $105,112 | $105,112 | $105,112 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,149,933 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $208,119 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $205,620 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,391,568 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.027818 | DistributionYr1Rt |
| Total Distribution | 0.027818 | TotalDistributionRt |
| Average Distribution | 0.027818 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $29,626,463 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $824,149 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $35,638 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $859,787 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,213,978 | 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 | $35,638 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $35,638 | SubtotalAmt |
| Tax Based On Investment Income | $35,638 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $73,834 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $10,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $83,834 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $48,196 | OverpaymentAmt |
| Applied To ES Tax | $48,196 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| PHYLLIS IGLEHEART | ||||||||
| 5500 Lincoln Avenue | Evansville | IN | 47715 | PRESIDENT (1/1-1/15) | 1.0 | $0 | $0 | $0 |
| RICK TREMONT | ||||||||
| 5500 Lincoln Avenue | Evansville | IN | 47715 | PRESIDENT(3/9-12/31)/TREASURER | 40.0 | $130,000 | $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 | 1.0 | $0 | $0 | $0 |
| CONNIE WEINZAPFEL | ||||||||
| 5500 Lincoln Avenue | Evansville | IN | 47715 | DIRECTOR | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 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 | $183,666 |
| QUALITY TREE CARE | |||||
| 2291 NORTH COUNTY ROAD 450 WEST | RICHLAND | IN | 47634 | LANDSCAPING | $127,350 |
| ROLLINS LANDSCAPING | |||||
| 455 SOUTH RUSTON AVENUE | EVANSVILLE | IN | 47714 | LANDSCAPING | $126,687 |
| MERRILL LYNCH | |||||
| 1500 AMERICAN BOULEVARD | PENNINGTON | NJ | 085344129 | FINANCIAL ADVISOR | $126,616 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SEE ATTACHED | Description1Txt |
| Expenses1 | $888,819 | 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 | $27,447,649 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,629,978 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $30,077,627 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $30,077,627 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $451,164 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $29,626,463 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,481,323 | 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 | $945,806 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $268,172 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,213,978 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $35,638 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,178,340 | 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 | $671,979 | CurrentYearAmt |
| Year1 | $177,751 | Year1Amt |
| Total | $849,730 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $571,182 | CurrentYearAmt |
| Year1 | $151,088 | Year1Amt |
| Total | $722,270 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,213,978 | CurrentYearAmt |
| Year1 | $205,620 | Year1Amt |
| Total | $1,419,598 | 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 | $1,213,978 | CurrentYearAmt |
| Year1 | $205,620 | Year1Amt |
| Total | $1,419,598 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| 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 | $987,549 | CurrentYearAmt |
| Year1 | $233,560 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $1,221,109 | 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 | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
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 | $56,627 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,474 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $539,453 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $2,750 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $31,583 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,149,933 | 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) |
|---|---|---|
| Unrelated Business Taxbl Incm | $33,057 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,748,763 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,781,820 | 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 (3 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 | $1,570,265 | Yes (X) | |
| PHYLLIS IGLEHEART IRREVOCABLE TRUST | |||||||
| 2 | 5500 Lincoln Avenue | evansville | IN | 47715 | $18,391,004 | Yes (X) | |
| PHYLLIS IGLEHEART IRREVOCABLE TRUST | |||||||
| 3 | 5500 Lincoln Avenue | evansville | IN | 47715 | $1,654,420 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | VARIOUS STOCK AND SECURITIES | $18,391,004 | 2016-01-15 |
| 3 | TANGIBLE PERSONAL PROPERTY AND REAL ESTATE COMPRISED OF 3.08 ACRES AND A STORAGE UNIT LOCATED AT 550 | $1,654,420 | 2016-01-15 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $19,036 | Amt |
| Disbursements Charitable Prps | $19,036 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MUNICIPAL BONDS | BondNm |
| EOY Book Value | $4,365,411 | EOYBookValueAmt |
| EOYFMV | $4,366,457 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITIES | $6,951,468 | $16,181,976 |
| MUTUAL FUNDS | $4,215,635 | $5,046,745 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $37,951 | LegalFeesAmt |
| Disbursements Charitable Prps | $37,951 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INTEREST | $0 | $0 | $62,901 |
| ARTWORK, ANTIQUES AND FURNISHI | $0 | $654,420 | $654,420 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJ TO RECORD DONATED STOCK AT TAX BASIS | Desc |
| Amt | $6,616,760 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| OFFICE SUPPLIES | $4,734 | $4,734 |
| COMPUTER & INTERNET | $6,324 | $6,324 |
| INSURANCE | $29,503 | $29,503 |
| REPAIRS | $6,919 | $6,919 |
| LANDSCAPING | $213,516 | $213,516 |
| UTILITIES | $8,332 | $8,332 |
| CONSTRUCTION & IMPROVEMENTS | $163,735 | $163,735 |
| ALARM & SECURITY | $2,063 | $2,063 |
| PEST CONTROL | $2,343 | $2,343 |
| MISCELLANEOUS EXPENSES | $2,112 | $2,112 |
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 INVESTMENT FEES | $126,616 | $117,840 | $126,616 | |
| ENGINEERING FEES | $46,176 | $46,176 | ||
| TREE SERVICE | $176,527 | $176,527 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX | $7,078 | $7,078 | $7,078 | |
| TAXES AND LICENSE | $94,924 | $81,291 | ||
| PAYROLL TAXES | $9,659 | $9,659 |