SIA FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- SIA FOUNDATION INC (EIN 35-2033162)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-13
- IRS object ID
- 202601339349103300
- Schema version
- 2025v4.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T12:06:24-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352033162 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIA FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SIAF | BusinessNameControlTxt |
| Phone | 7654491111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6470 | AddressLine1Txt |
| City | LAFAYETTE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 479036470 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | David Toles | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Phone | 7654491111 | PhoneNum |
| Signature | 2026-05-13 | SignatureDt |
| 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 | $5,493,833 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $19,680 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $19,680 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $86,924 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $86,924 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $0 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $372,657 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,682,753 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $372,657 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $0 | IncmModificationsAdjNetIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $0 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $479,261 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $479,261 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | 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 | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $0 | 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 | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $0 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $63,944 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $63,944 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $0 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $37,337 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $37,337 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $0 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $0 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $0 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $0 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $101,281 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $63,944 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $37,337 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $381,960 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $381,960 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $483,241 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $63,944 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $419,297 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,980 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $415,317 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,050 | CashBOYAmt |
| Cash EOY | -$3,959 | CashEOYAmt |
| Cash EOYFMV | -$3,959 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $87,275 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $79,077 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $79,077 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| US Government Obligations BOY | $440,513 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $411,605 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $415,161 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,905,298 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,832,106 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,605,628 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $283,260 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $389,891 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $397,926 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,717,396 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,708,720 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,493,833 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $0 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Grants Payable BOY | $7,196 | GrantsPayableBOYAmt |
| Grants Payable EOY | $2,500 | GrantsPayableEOYAmt |
| Deferred Revenue BOY | $0 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $0 | DeferredRevenueEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $7,196 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,500 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $4,710,200 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,706,220 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,710,200 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,706,220 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,717,396 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,708,720 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,710,200 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,980 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,706,220 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,706,220 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| Public Traded Securities | $617,448 | $0 | $617,254 | $194 | $194 |
| Public Traded Securities | $2,050,062 | $0 | $1,692,842 | $357,220 | $357,220 |
| Public Traded Securities | $15,243 | $0 | $0 | $15,243 | $15,243 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $372,657 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,773 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,773 | SubtotalAmt |
| Tax Based On Investment Income | $5,773 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,769 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,769 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $13 | EsPenaltyAmt |
| Tax Due | $1,017 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| 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 |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| 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 | false | 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 | Subaru of Indiana Automotive Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7654491111 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5500 State Road 38 East | AddressLine1Txt |
| City | Lafayette | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47905 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| David Toles | ||||||||
| PO Box 5689 | Lafayette | IN | 47903 | Director | 2.50 | $0 | $0 | $0 |
| Lesley Denham Baird | ||||||||
| PO Box 5689 | Lafayette | IN | 47903 | Director | 0.50 | $0 | $0 | $0 |
| Julie Cole | ||||||||
| PO Box 5689 | Lafayette | IN | 47903 | Director | 0.50 | $0 | $0 | $0 |
| Edward Wulbrecht | ||||||||
| PO Box 5689 | Lafayette | IN | 47905 | President | 2.50 | $0 | $0 | $0 |
| Scott Riggins | ||||||||
| PO Box 5689 | Lafayette | IN | 47903 | Director & Secretary | 1.00 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Wells Fargo | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 South Wacker Dr | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Management | ServiceTypeTxt |
| Compensation | $61,567 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Gifts and Grants | Description1Txt |
| Expenses1 | $381,960 | 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 | $5,380,385 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $144,621 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,525,006 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,525,006 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $82,875 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,442,131 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $272,107 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $272,107 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,773 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $0 | IncomeTaxAmt |
| Total Tax | $5,773 | TotalTaxAmt |
| Distributable Before Adj | $266,334 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $266,334 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $266,334 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $419,297 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $419,297 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $266,334 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $6,758 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $31,218 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $45,866 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $49,482 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $133,324 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $419,297 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $266,334 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $152,963 | RemainingDistriFromCorpusAmt |
| Total Corpus | $286,287 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $6,758 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $279,529 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $31,218 | ExcessFromYear4Amt |
| Excess From Year3 | $45,866 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $49,482 | ExcessFromYear1Amt |
| Excess From Current Year | $152,963 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SIA Foundation | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 6470 | AddressLine1Txt |
| City | Lafayette | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7654496565 | RecipientPhoneNum |
| Form And Info And Materials | SIA Foundation Grant Application Form required plus copy of IRS Determination letter for exempt status. Included should be a description of the capital project who will benefit from the project and the amount of the request. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | 3 31 and 9 30 | SubmissionDeadlinesTxt |
| Restrictions On Awards | Grant requests must be for 1,000 or more with a maximum request of 15,000. Funding must be used for the capital investments in facilities equipment or real estate non-operating expenses. Applying organizations must be either: 1 tax exempt under the Internal Revenue Code section 501 c with a chapter office in Indiana 2 an education institution located in Indiana or 3 an Indiana governmental or quasi-governmental entity. Organizations must be financially sound. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (60 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| The Salvation Army Indiana Division | ||||||||
| 6060 Castleway W Dr | Indianapolis | IN | 46250 | No Relationship | PC | Matching Gift | $100 | |
| Central IN Technical and Environmental Societies | ||||||||
| 2052 Grey Fox Ct | Martinsville | IN | 46151 | No Relationship | PC | Matching Gift | $100 | |
| YMCA Camp Tecumseh | ||||||||
| 12635 W Tecumseh Bend Rd | Brookston | IN | 47923 | No Relationship | PC | Matching Gift | $100 | |
| Guardian Angel Hospice Foundation | ||||||||
| 513 W Lincoln Rd | Kokomo | IN | 46902 | No Relationship | PC | Matching Gift | $100 | |
| BrookIroquois Township Community Fund | ||||||||
| 251 N Jefferson St | Brook | IN | 47922 | No Relationship | PC | Matching Gift | $100 | |
| ILADD | ||||||||
| 1393 W Oak St | Zionsville | IN | 46077 | No Relationship | PC | Matching Gift | $200 | |
| Advance Volunteer Fire Department | ||||||||
| 106 E Wall St | Advance | IN | 46102 | No Relationship | GOV | Grant for Battery powered extrication tool | $9,732 | |
| Benton Community School Corp | ||||||||
| 405 S Grant Ave | Fowler | IN | 47944 | No Relationship | GOV | Grant for brake lathe machine | $14,382 | |
| Boys and Girls Club of Morgan County | ||||||||
| 31 Indianapolis Rd | Mooresville | IN | 46158 | No Relationship | PC | Grant for kitchen equipment | $8,948 | |
| Central High School | ||||||||
| 5400 N 1st Ave | Evansville | IN | 47710 | No Relationship | GOV | Grant for pottery kiln | $10,468 | |
| Willowstone Family Services | ||||||||
| 615 N 18th St | Lafayette | IN | 47904 | No Relationship | PC | Matching Gift | $100 | 101 |
| Ericas Rescues and Humane Society | ||||||||
| PO Box 132 | Delphi | IN | 46923 | No Relationship | PC | Matching Gift | $100 | |
| Loving Paws Animal Center | ||||||||
| 100 N S Railroad St | Battle Ground | IN | 47920 | No Relationship | PC | Matching Gift | $200 | |
| Paw Pals of Clinton County | ||||||||
| 825 Izaak Walton Dr | Frankfort | IN | 46041 | No Relationship | PC | Matching Gift | $100 | |
| The Milk Bank | ||||||||
| 8020 Castleway Dr | Indianapolis | IN | 46250 | No Relationship | PC | Grant for commercial freezer | $6,328 | |
| MAAC Foundation | ||||||||
| 4203 Montdale Park Dr | Valparaiso | IN | 46383 | No Relationship | PC | Grant for equip for fire response EMT training | $13,490 | |
| Lafayette Police Department | ||||||||
| 601 Columbia St | Lafayette | IN | 47901 | No Relationship | GOV | Grant for drone mobile command centers & equip | $3,600 | |
| Lafayette Lions Club | ||||||||
| PO Box 613 | Lafayette | IN | 47902 | No Relationship | PC | Grant for vision screening camera | $6,995 | |
| Klondike Middle School | ||||||||
| 3070 US 231 | West Lafayette | IN | 47906 | No Relationship | GOV | Grant for woodworking shop tools | $6,000 | |
| Hear Indiana | ||||||||
| 4740 Kingsway Dr | Indianapolis | IN | 46205 | No Relationship | PC | Grant for sound booth clinical audiometer | $13,922 | Suite 33 |
| Healthy Communities of Clinton County | ||||||||
| 1234 Rossville Ave | Frankfort | IN | 46041 | No Relationship | PC | Grant for irrigation system & utility vehicle | $10,025 | Suite A |
| Friends of the Town Clock Churc | ||||||||
| 300 E Main St | New Albany | IN | 47150 | No Relationship | PC | Grant for picnic tables | $4,900 | |
| Delphi Community High School | ||||||||
| 301 Armory Road | Delphi | IN | 46923 | No Relationship | GOV | Grant for chemistry lab equip | $11,279 | |
| Dayton Elementary School | ||||||||
| 730 College St | Dayton | IN | 47941 | No Relationship | GOV | Grant for greenhouse | $14,500 | |
| Cultivate Food Rescue | ||||||||
| 1403 Prairie Ave | South Bend | IN | 46613 | No Relationship | PC | Grant for kitchen equipment | $13,632 | |
| Combat Cookies | ||||||||
| 294 Market St | Dayton | IN | 47941 | No Relationship | PC | Grant for building supplies for community space | $14,252 | |
| NICHES Land Trust | ||||||||
| 1782 N 400 E | Lafayette | IN | 47905 | No Relationship | PC | Matching Gift | $25 | |
| WoodHaven Rescue Farm | ||||||||
| 6310 S 900 E | Lafayette | IN | 47905 | No Relationship | PC | Matching Gift | $100 | |
| CASAs for Kids Fund | ||||||||
| PO Box 4074 | Lafayette | IN | 47903 | No Relationship | PC | Matching Gift | $840 | |
| Right Steps Child Development Centers | ||||||||
| 100 Saw Mill Rd | Lafayette | IN | 47905 | No Relationship | PC | Matching Gift | $100 | Suite 1200 |
| Kokomo Public Schools Education Fund | ||||||||
| 1500 S Washington St | Kokomo | IN | 46902 | No Relationship | PC | Matching Gift | $100 | |
| United Way of Greater Lafayette | ||||||||
| 114 E State St | Lafayette | IN | 47905 | No Relationship | PC | Contribution to UW Fundraising Campaign | $50,000 | |
| Cannelton Food Pantry | ||||||||
| 200 N 5th St | Cannelton | IN | 47520 | No Relationship | PC | Grant for pallet jack & pallet stacker | $3,163 | |
| Community Kitchen of Monroe County | ||||||||
| 1515 S Rogers St | Bloomington | IN | 47403 | No Relationship | PC | Grant for industrial can openers | $6,858 | |
| Gennesaret Free Clinics | ||||||||
| 615 Alabama St | Indianapolis | IN | 46204 | No Relationship | PC | Grant for diagnostic ultrasound machine & testing equip | $14,612 | Suite 136 |
| Lafayette Family YMCA | ||||||||
| 3001 S Creasy Ln | Lafayette | IN | 47901 | No Relationship | PC | Grant for desktop computers | $12,683 | |
| Latino Center for Wellness and Education | ||||||||
| 2000 Elmwood Ave | Lafayette | IN | 47904 | No Relationship | PC | Grant for canopies | $3,000 | Suite B255 |
| Linnwood Early Learning Center | ||||||||
| 1415 Ball St | Lafayette | IN | 47904 | No Relationship | PC | Grant for sensory tools & equip | $7,455 | |
| Morgan County Substance Abuse Council | ||||||||
| 180 S Main St | Martinsville | IN | 46151 | No Relationship | PC | Grant for appliances | $2,500 | Box 6 |
| Pantry 279 | ||||||||
| 3610 W St Rd 46 | Bloomington | IN | 47404 | No Relationship | PC | Grant for reach-in cooler & display case | $5,712 | |
| Porter County Aging and Community Services | ||||||||
| 1005 N Campbell St | Valparaiso | IN | 46385 | No Relationship | PC | Grant for storage shed | $1,450 | |
| Senior Citizens Inc Lebanon | ||||||||
| 515 CrownPoint Dr | Lebanon | IN | 46052 | No Relationship | PC | Grant for entrance enclosure | $3,400 | |
| Southeast Fountain School Corporation | ||||||||
| 744 US Hwy 136 | Veedersburg | IN | 47987 | No Relationship | GOV | Grant for digital cameras | $1,249 | |
| Switzerland County Historical Society | ||||||||
| 208 E Market St | Vevay | IN | 47043 | No Relationship | PC | Grant for flatbed scanners | $1,208 | |
| Teachers Treasures | ||||||||
| 1800 E 10th St | Indianapolis | IN | 46201 | No Relationship | PC | Grant for inventory & security equip upgrades | $10,500 | |
| The Carnegie Players of Rensselaer | ||||||||
| 220 N Franklin St | Rensselaer | IN | 47978 | No Relationship | PC | Grant for sound mixer | $2,999 | |
| Tippecanoe County Sheriffs Office | ||||||||
| 2640 Duncan Rd | Lafayette | IN | 47904 | No Relationship | GOV | Grant for AEDs | $15,000 | |
| Tippecanoe Township Volunteer Fire Department | ||||||||
| 112 North St | Battle Ground | IN | 47920 | No Relationship | PC | Grant for AEDs | $14,087 | |
| Tricias Hope | ||||||||
| 4209 St Rd 43 N | West Lafayette | IN | 47906 | No Relationship | PC | Grant for storage shed | $12,000 | |
| West Central High School | ||||||||
| 1852 S US 421 | Francesville | IN | 47946 | No Relationship | GOV | Grant for digital anatomy tablets | $12,000 | |
| William Henry Harrison High School | ||||||||
| 5701 N 50 W | West Lafayette | IN | 47906 | No Relationship | GOV | Grant for digitial hybrid piano | $12,015 | |
| American Heart Association | ||||||||
| 8720 Castle Creedk Pkwy E | Indianapolis | IN | 46250 | No Relationship | PC | Matching Gift | $50 | 100 |
| BandO Trail Association Inc | ||||||||
| PO Box 142 | Brownsburg | IN | 46112 | No Relationship | PC | Matching Gift | $100 | |
| Bravely Womens Health | ||||||||
| 938 Mezzanine Dr | Lafayette | IN | 47905 | No Relationship | PC | Matching Gift | $100 | Suite B |
| Bravely Womens Health | ||||||||
| 938 Mezzanine Dr | Lafayette | IN | 47905 | No Relationship | PC | Matching Gift | $100 | Suite B |
| Delphi Community Middle School | ||||||||
| 401 Armory Rd | Delphi | IN | 46923 | No Relationship | GOV | Grant for pottery wheels | $10,270 | |
| Delphi Community Middle School | ||||||||
| 401 Armory Rd | Delphi | IN | 46923 | No Relationship | GOV | Grant for library books | $3,574 | |
| East Tipp Middle School | ||||||||
| 7501 E 300 N | Lafayette | IN | 47905 | No Relationship | GOV | Grant for digital microscope & storage cart | $7,440 | |
| East Tipp Middle School | ||||||||
| 7501 E 300 N | Lafayette | IN | 47905 | No Relationship | GOV | Grant for mini robots | $3,517 | |
| The Penrod Society Ltd | ||||||||
| PO Box 40817 | Indianapolis | IN | 46240 | No Relationship | PC | Matching Gift | $100 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $381,960 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl (7 entries)
| Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
Membership Dues And Assmnt MembershipDuesAndAssmntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,680 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $86,924 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Gross Profit Loss Sls Of Invntry GrossProfitLossSlsOfInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (5 entries)
| Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
| $0 | $0 | $0 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $106,604 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $106,604 | TotalIncomeProducingActyAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Corporate Bonds | BondNm |
| EOY Book Value | $389,891 | EOYBookValueAmt |
| EOYFMV | $397,926 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Corporate Stock & Mutual Funds | StockNm |
| EOY Book Value | $3,832,106 | EOYBookValueAmt |
| EOYFMV | $4,605,628 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $440,513 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $415,161 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $411,605 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $415,161 | StateLocalSecEOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Fund Management Fees | $61,567 | $61,567 | $0 | $0 |
| Miscellaneous Other | $2,377 | $2,377 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal taxes paid | CategoryTxt |
| Amt | $37,337 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $37,337 | DisbursementsCharitablePrpsAmt |