ALINE AND EDGAR IGLEHEART FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- ALINE AND EDGAR IGLEHEART FOUNDATION INC (EIN 47-3043391)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-13
- IRS object ID
- 202601339349101535
- Schema version
- 2025v4.1
- 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
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T10:18:02+00:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 628 | AddressLine1Txt |
| City | Evansville | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 477040628 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 473043391 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Aline and Edgar Igleheart Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALIN | BusinessNameControlTxt |
| Phone | 8124763430 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5500 Lincoln Ave | AddressLine1Txt |
| City | Evansville | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47715 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Rick Tremont | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8124286500 | PhoneNum |
| Signature | 2026-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Sidney Dill | PreparerPersonNm |
| PTIN | P01262937 | PTIN |
| Phone | 8124286500 | PhoneNum |
| Preparation | 2026-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $133,146,948 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $19,833 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $19,833 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $19,833 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $3,847,919 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,738,245 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $3,738,245 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $617,462 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $22,571,492 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $617,462 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | -$13,068 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,474 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $31,990 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $4,477,146 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,377,014 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $3,790,068 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $370,195 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $370,195 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $349,051 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $349,051 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $18,727 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $18,727 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $28,948 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $28,948 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $353,722 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $352,358 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $352,358 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,364 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $113,211 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $16,997 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $16,997 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $51,214 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $530,753 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $492 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $492 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $520,261 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $520,261 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,285,360 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $369,355 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $369,355 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,340,252 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $19,650 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $19,650 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,305,010 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $369,355 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $369,355 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,359,902 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,172,136 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,007,659 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,420,713 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,122,490 | CashBOYAmt |
| Cash EOY | $5,564,918 | CashEOYAmt |
| Cash EOYFMV | $5,564,918 | CashEOYFMVAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $18,514,250 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $17,840,797 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $17,741,612 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $38,371,783 | CorporateStockBOYAmt |
| Corporate Stock EOY | $38,852,461 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $81,543,075 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $11,386,851 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $12,004,155 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $12,287,197 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $1,500,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,500,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,444,070 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $16,279,804 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,603,480 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $11,402,576 | LandBOYAmt |
| Land EOY | $13,676,324 | LandEOYAmt |
| Land EOYFMV | $13,676,324 | LandEOYFMVAmt |
| Other Assets BOY | $654,420 | OtherAssetsBOYAmt |
| Other Assets EOY | $654,420 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $889,752 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $87,952,370 | TotalAssetsBOYAmt |
| Total Assets EOY | $90,093,075 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $133,146,948 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $31,431 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $31,431 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $87,920,939 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $90,093,075 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $87,920,939 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $90,093,075 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $87,952,370 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $90,093,075 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $87,920,939 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,172,136 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $90,093,075 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $90,093,075 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTIONS | $3,150 | $3,150 | $0 | $3,150 | ||||
| MERRILL LYNCH - 02471 | $7,538,211 | -$37,394 | $0 | -$37,394 | P | 2025-01-01 | 2025-12-31 | $7,575,605 |
| MERRILL LYNCH - 02471 | $65,074 | $0 | $0 | $0 | P | 2025-01-01 | 2025-12-31 | $65,074 |
| MERRILL LYNCH - 02471 | $8,761,496 | -$54,305 | $0 | -$54,305 | P | 2024-01-01 | 2025-12-31 | $8,815,801 |
| MERRILL LYNCH - 02471 | $59,807 | $58,373 | $0 | $58,373 | P | 2024-01-01 | 2025-12-31 | $1,434 |
| MERRILL LYNCH - 02471 | $699,270 | $5,414 | $0 | $5,414 | P | 2025-01-01 | 2025-12-31 | $693,856 |
| MERRILL LYNCH - 02471 | $313,764 | -$37,398 | $0 | -$37,398 | P | 2024-01-01 | 2025-12-31 | $351,162 |
| MERRILL LYNCH - 02432 | $293,193 | -$133,215 | $0 | -$133,215 | P | 2025-01-01 | 2025-12-31 | $426,408 |
| MERRILL LYNCH - 02432 | $4,413,994 | $815,480 | $0 | $815,480 | P | 2024-01-01 | 2025-12-31 | $3,598,514 |
| MERRILL LYNCH - 02432 | $295,592 | -$130,584 | $0 | -$130,584 | P | 2024-01-01 | 2025-12-31 | $426,176 |
| MERRILL LYNCH - 02432 | $127,941 | $127,941 | $0 | $127,941 | P | 2024-01-01 | 2025-12-31 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $617,462 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$165,195 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $55,706 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $55,706 | SubtotalAmt |
| Tax Based On Investment Income | $55,706 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $51,860 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $51,860 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3,846 | TaxDueAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RICK TREMONT | IndividualWithBooksNm |
| Phone | 8124763430 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5500 LINCOLN AVENUE | AddressLine1Txt |
| City | EVANSVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47715 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RICK TREMONT | ||||||||
| 5500 Lincoln Ave | Evansville | IN | 47715 | PRESIDENT / TREASURER | 40.00 | $324,615 | $0 | $0 |
| CARY I GRADY | ||||||||
| 5500 Lincoln Ave | Evansville | IN | 47715 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| DANIEL L KELLEY | ||||||||
| 5500 Lincoln Ave | Evansville | IN | 47715 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROBERT W KUHLMAN | ||||||||
| 5500 Lincoln Ave | Evansville | IN | 47715 | SECRETARY | 15.00 | $40,600 | $0 | $0 |
| JEFFREY L WILMES | ||||||||
| 5500 Lincoln Ave | Evansville | IN | 47715 | DIRECTOR | 2.00 | $4,980 | $0 | $0 |
| MARK BROWNING | ||||||||
| 5500 Lincoln Ave | Evansville | IN | 47715 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SARA TROCKMAN | ||||||||
| 5500 Lincoln Ave | Evansville | IN | 47715 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LUKE P KENOYER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 807 S HOOSIER AVENUE | AddressLine1Txt |
| City | EVANSVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47715 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EMPLOYEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $81,911 | CompensationAmt |
| Employee Benefits | $8,871 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 2 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THE ADLER COMPANIES LLC | |||||
| 3211 Adler Road | Haubstadt | IN | 47639 | CONSTRUCTION | $389,371 |
| 5 Star Company Inc | |||||
| 13667 South State Rd 3 | Westport | IN | 47283 | Excavation | $348,300 |
| MERRILL LYNCH | |||||
| 1500 AMERICAN BOULEVARD | PENNINGTON | NJ | 085344129 | MANAGE INVESTMENTS | $303,842 |
| TRI-STATE FENCO CO | |||||
| 5900 OAK GROVE ROAD | EVANSVILLE | IN | 47715 | FENCING | $108,854 |
| SECURITY PRO 247 | |||||
| 720 S Morton St | Bloomington | IN | 47403 | SECURITY | $91,316 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 1 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | See Attached | Description1Txt |
| Expenses1 | $1,292,577 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $107,933,749 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,325,119 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $114,258,868 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $114,258,868 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,713,883 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $112,544,985 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,627,249 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,359,902 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $2,804,502 | CharitableAssetsAcquisPaidAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $4,164,404 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2015-07-02 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,420,713 | CurrentYearAmt |
| Year1 | $3,221,922 | Year1Amt |
| Year2 | $2,479,216 | Year2Amt |
| Year3 | $1,921,878 | Year3Amt |
| Total | $11,043,729 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,907,606 | CurrentYearAmt |
| Year1 | $2,738,634 | Year1Amt |
| Year2 | $2,107,334 | Year2Amt |
| Year3 | $1,633,596 | Year3Amt |
| Total | $9,387,169 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,164,404 | CurrentYearAmt |
| Year1 | $2,345,761 | Year1Amt |
| Year2 | $3,328,253 | Year2Amt |
| Year3 | $3,301,918 | Year3Amt |
| Total | $13,140,336 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $19,650 | CurrentYearAmt |
| Year1 | $26,250 | Year1Amt |
| Year2 | $5,229 | Year2Amt |
| Year3 | $10,600 | Year3Amt |
| Total | $61,729 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,144,754 | CurrentYearAmt |
| Year1 | $2,319,511 | Year1Amt |
| Year2 | $3,323,024 | Year2Amt |
| Year3 | $3,291,318 | Year3Amt |
| Total | $13,078,607 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,751,499 | CurrentYearAmt |
| Year1 | $3,460,803 | Year1Amt |
| Year2 | $3,150,537 | Year2Amt |
| Year3 | $3,186,567 | Year3Amt |
| Total | $13,549,406 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PHYLLIS IGLEHEART DECEASED | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| PEACEFUL VALLEY DONKEY RESCUE | |||||||
| PO BOX 216 | MILES | TX | 76861 | NONE | PC | TO SUPPORT ANIMAL WELFARE | $1,100 |
| IT TAKES A VILLAGE | |||||||
| 1417 N STOCKWELL RD | EVANSVILLE | IN | 47715 | NONE | PC | HOMELESS ANIMALS NO KILL RESCUE | $800 |
| YOUTH FIRST | |||||||
| 111 SE Third Street Suite 405 | Evansville | IN | 47708 | NONE | PC | TO STRENGTHEN YOUTH AND FAMILIES | $800 |
| VANDERBURGH COUNTY HUMANE SOCIETY | |||||||
| PO Box 6711 | Evansville | IN | 47719 | NONE | PC | TO PROVIDE PROTECTION FOR HOMELESS ANIMALS | $1,050 |
| SOUTHWESTERN INDIANA MASTER GARDENER ASSOCIATION | |||||||
| 3729 E Lloyd Expy | Evansville | IN | 47715 | NONE | PC | TO EDUCATE THE COMMUNITY ABOUT HORTICULTURAL PRACTICES | $1,000 |
| PATCHWORK CENTRAL | |||||||
| 100 Washington Ave | Evansville | IN | 47713 | NONE | PC | TO CREATE COMMUNITY, HONOR PERSONAL DIGNITY, EMPOWER PEOPLE, AND ENCOURAGE SPIRITUAL AND SOCIAL GROWTH | $700 |
| WARRICK COUNTY HUMANE SOCIETY | |||||||
| 5722 Vann Rd | Newburgh | IN | 47630 | NONE | PC | TO FIND HOMES FOR HOMELESS AND NEGLECTED ANIMALS | $800 |
| TURNING POINT DONKEY RESCUE | |||||||
| 216 N Meech Rd | Dansville | MI | 48819 | NONE | PC | TO CREATE A WORLD WHERE EVERY DONKEY IS VALUED, CARED FOR, AND TREATED WITH RESPECT | $600 |
| EVANSVILLE WARTIME MUSEUM INC | |||||||
| 7503 Petersburg Rd | Evansville | IN | 47725 | NONE | PC | TO PROMOTE AWARENESS OF THE EVANSVILLE REGION'S WARTIME CONTRIBUTIONS AND HOME FRONT LEGACY | $5,000 |
| BOYS & GIRLS CLUB OF EVANSVILLE | |||||||
| 700 Bellemeade Ave | Evansville | IN | 47713 | NONE | PC | TO ENABLE ALL YOUNG PEOPLE TO REACH THEIR FULL POTENTIAL AS CARING, PRODUCTIVE, AND RESPONSIBLE CITIZENS | $300 |
| THE SALVATION ARMY | |||||||
| 1040 N FULTON AVE | EVANSVILLE | IN | 47710 | NONE | PC | TO PREACH THE GOSPEL OF JESUS CHRIST AND TO MEET HUMAN NEEDS IN HIS NAME WITHOUT DISCRIMINATION | $750 |
| EVANSVILLE RESCUE MISSION | |||||||
| 500 E WALNUT ST | EVANSVILLE | IN | 47713 | NONE | PC | TO PROVIDE CARE TO GUESTS OVERCOMING ADDICTIONS, ABUSE, HOMELESSNESS, AND OTHER LIFE-DEFINING CHALLENGES | $700 |
| SANTA CLOTHES CLUB | |||||||
| 4000 E DIVISION ST A | EVANSVILLE | IN | 47715 | NONE | PC | TO PROVIDE NEW CLOTHES FOR DISADVANTAGED CHILDREN IN THE TRI-STATE AREA | $300 |
| GENTLE GIANTS RESCUE AND ADOPTIONS | |||||||
| PO BOX 6005 | NORCO | CA | 92860 | NONE | PC | TO ADOPT AND RESCUE LARGE DOG BREEDS | $400 |
| ARBOR DAY FOUNDATION | |||||||
| 211 N 12TH STREET | LINCOLN | NE | 68508 | NONE | PC | TO INSPIRE PEOPLE TO PLANT, NURTURE, AND CELEBRATE TREES | $450 |
| HUMANE WORLD FOR ANIMALS | |||||||
| 1255 23RD STREET NW SUITE 450 | WASHINGTON | DC | 20037 | NONE | PC | TO CREATE A MORE HUMANE WORLD WHERE DOGS AND CATS ARE SAFE | $200 |
| UNIVERSITY OF EVANSVILLE | |||||||
| 1800 LINCOLN AVE | EVANSVILLE | IN | 47714 | NONE | PC | PRIVATE UNIVERSITY | $1,500 |
| NEW HOPE ANIMAL RESCUE CENTER | |||||||
| 526 ATKINSON ST | HENDERSON | KY | 42420 | NONE | PC | TO LESSEN THE BURDEN OF NEGLECTED, ABUSED, AND UNWANTED PETS BY OFFERING THEM SAFETY AND CARE | $500 |
| EVANSVILLE JUNIOR FOOTBALL LEAGUE | |||||||
| HOWELL PARK | EVANSVILLE | IN | 47712 | NONE | PC | TO TEACH YOUNG ATHLETES THE BASICS OF FOOTBALL | $100 |
| FELINE FIX | |||||||
| 807 HOOSIER AVE | EVANSVILLE | IN | 47715 | NONE | PC | TO REDUCE CAT OVERPOPULATION | $100 |
| KEEP EVANSVILLE BEAUTIFUL | |||||||
| 402 COURT ST | EVANSVILLE | IN | 47708 | NONE | PC | TO HELP PEOPLE AND NATURE THRIVE IN EVANSVILLE, INDIANA. | $500 |
| TRI-STATE FOOD BANK | |||||||
| 2504 LYNCH RD | EVANSVILLE | IN | 47711 | NONE | PC | TO IMPROVE THE QUALITY OF LIFE FOR THE COMMUNITY'S FOOD INSECURE FAMILIES AND CHILDREN BY PROVIDING ADEQUATE FOOD AND NUTRITION | $200 |
| THE HOPE GALLERY | |||||||
| 1109 S GREEN RIVER RD | EVANSVILLE | IN | 47715 | NONE | PC | TO GIVE ADULTS WITH DEVELOPMENTAL DISABILITIES VOCATIONAL TRAINING OPPORTUNITIES | $1,000 |
| REITZ HOME MUSEUM | |||||||
| 112 CHESTNUT ST | EVANSVILLE | IN | 47713 | NONE | PC | TO MAINTAIN, RESTORE, PRESERVE, AND FURNISH THE REITZ GOME MUSEUM AS AN ARTISTIC, CULTURAL, HISTORIC, AND EDUCATIONAL MUSEUM | $800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $19,650 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,833 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,847,919 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $617,462 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous Income | Desc |
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | -$40,644 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $27,576 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$40,644 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,512,790 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,472,146 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Dr Marshall Miller | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2121 CHAMPIONSHIP DR | AddressLine1Txt |
| City | EVANSVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47725 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $28,948 | Amt |
| Disbursements Charitable Prps | $28,948 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (5 entries)
| PropertyPropertyDesc | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|
| VARIOUS ASSETS | 39.0 | $104,258 |
| VARIOUS ASSETS | 15.0 | $341,682 |
| VARIOUS ASSETS | 10.0 | $4,637 |
| VARIOUS ASSETS | 7.0 | $53,028 |
| VARIOUS ASSETS | 5.0 | $27,148 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Corporate Bonds | BondNm |
| EOY Book Value | $12,004,155 | EOYBookValueAmt |
| EOYFMV | $12,287,197 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Equities | $36,513,627 | $78,176,612 |
| Mutual Funds | $2,072,434 | $3,075,913 |
| Preferred Stocks | $266,400 | $290,550 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $17,840,797 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $17,741,612 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Alternative Investments | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,500,000 | BookValueAmt |
| EOYFMV | $1,444,070 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LAND, BUILDINGS, AND EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $16,279,804 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $2,603,480 | AccumulatedDepreciationAmt |
| Book Value | $13,676,324 | BookValueAmt |
| EOYFMV | $13,676,324 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $18,727 | LegalFeesAmt |
| Disbursements Charitable Prps | $18,727 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ARTWORK, ANTIQUES AND FURNISHINGS | $654,420 | $654,420 | $654,420 |
| ACCRUED INTEREST | $235,332 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| OFFICE SUPPLIES | $20,861 | $20,861 |
| COMPUTER & INTERNET | $7,510 | $7,510 |
| INSURANCE | $58,091 | $58,091 |
| REPAIRS | $137,750 | $137,750 |
| LANDSCAPING | $86,350 | $86,350 |
| UTILITIES | $64,676 | $64,676 |
| ALARM & SECURITY | $94,531 | $94,531 |
| PEST CONTROL | $3,358 | $3,358 |
| MISCELLANEOUS EXPENSES | $24,235 | $24,235 |
| EQUIPMENT RENTAL | $300 | $300 |
| TREE SERVICE | $18,290 | $18,290 |
| ADVERTISING | $1,824 | $1,824 |
| SUB-CONTRACTOR | $2,485 | $2,485 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EVENT INCOME | $30,516 | $30,516 | |
| Alliancebernstein Holding LP K-1 income | $1,474 | $1,474 | $1,474 |
| Plains All American Pipeline LP K-1 income | -$45,058 |
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 | $303,842 | $303,842 | $303,842 | |
| OLD NATIONAL ADVISORY FEES | $48,516 | $48,516 | $48,516 | |
| MISCELLANEOUS FEES | $1,364 | $1,364 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX | $16,997 | $16,997 | $16,997 | |
| INVESTMENT INCOME EXCISE TAX | $45,000 | |||
| PAYROLL TAXES | $48,849 | $48,849 | ||
| PROPERTY TAXES | $2,365 | $2,365 |