JOSEPH E@MILLER CHARITABLE TRUST: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH E@MILLER CHARITABLE TRUST (EIN 26-6668565)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-12
- IRS object ID
- 202611329349104246
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-12T16:01:37-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG U S LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 N WACKER DR | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | 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 | 266668565 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH E MILLER CHARITABLE TRUST 0055467 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MILL | BusinessNameControlTxt |
| Phone | 8888624045 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 415044 M/S 1020307 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641416692 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE FISCHER | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 8888624045 | PhoneNum |
| Signature | 2026-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DONNA S GIKAS | PreparerPersonNm |
| PTIN | P01451693 | PTIN |
| Phone | 3128792000 | PhoneNum |
| Preparation | 2026-05-08 | 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 | $494,907 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $15,988 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,988 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,761 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $222,373 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,761 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $152 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $31,901 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $31,749 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $6,736 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,052 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,684 | CompOfcrDirTrstDsbrsChrtblAmt |
| 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 Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $122 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $122 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $15 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $15 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,873 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,174 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,699 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $38,448 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $38,448 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $45,321 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,174 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $40,147 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$13,420 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $26,575 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $19,728 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $22,231 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $22,562 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $294,175 | CorporateStockBOYAmt |
| Corporate Stock EOY | $222,295 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $262,564 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $152,331 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $208,157 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $209,781 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $466,234 | TotalAssetsBOYAmt |
| Total Assets EOY | $452,683 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $494,907 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $466,234 | CapitalStockBOYAmt |
| Capital Stock EOY | $452,683 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $466,234 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $452,683 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $466,234 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $452,683 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $466,234 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$13,420 | ExcessRevenueOverExpensesAmt |
| Other Increases | $567 | OtherIncreasesAmt |
| Subtotal | $453,381 | SubtotalAmt |
| Other Decreases | $698 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $452,683 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (50 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| .841 MORTGAGE-BACKED SECURITIES | 2024-02-21 | 2025-07-08 | $42 | $41 | $1 | $1 | |
| 12.091 INVESCO SMALL CAP VALUE-R6 | 2023-07-21 | 2025-08-07 | $323 | $259 | $64 | $64 | |
| .387 GQG PART EMERG MKTS EQ-INST | 2024-09-03 | 2025-08-07 | $7 | $7 | |||
| 11.486 AB SMALL CAP GROWTH-ADV | 2022-04-08 | 2025-08-07 | $825 | $741 | $84 | $84 | |
| 135.404 JPMORGAN LARGE CAP GROW-R6 | 2023-12-18 | 2025-08-07 | $12,460 | $8,544 | $3,916 | $3,916 | |
| 95.029 SIMT GLOBAL MANAGED VOL-Y | 2023-12-18 | 2025-08-07 | $1,061 | $933 | $128 | $128 | |
| 2.429 SIMT US MANAGED VOL-Y | 2023-12-18 | 2025-08-07 | $36 | $34 | $2 | $2 | |
| 9.259 VANGUARD INTL GROWTH-ADM | 2024-09-03 | 2025-08-07 | $1,075 | $1,027 | $48 | $48 | |
| 4.861 VANGUARD INTL GROWTH-ADM | 2023-12-18 | 2025-08-07 | $564 | $488 | $76 | $76 | |
| 27.08 VANGUARD EQUITY INCOME-ADM | 2023-12-18 | 2025-08-07 | $2,540 | $2,252 | $288 | $288 | |
| 1.466 VANGUARD INTL VAL-INV | 2024-09-03 | 2025-08-07 | $65 | $63 | $2 | $2 | |
| 20.417 VANGUARD INTL VAL-INV | 2023-12-18 | 2025-08-07 | $904 | $805 | $99 | $99 | |
| 1120.998 FH INTERM CORP BND-INST | 2024-09-03 | 2025-08-12 | $9,708 | $9,674 | $34 | $34 | |
| 1703.117 FH INTERM CORP BND-INST | 2024-02-21 | 2025-08-12 | $14,749 | $14,232 | $517 | $517 | |
| 7091.617 FIDELITY ADV INV GR BND-Z | 2022-08-12 | 2025-08-12 | $51,485 | $55,921 | -$4,436 | -$4,436 | |
| 240. MORTGAGE-BACKED SECURITIES | 2024-02-21 | 2025-08-12 | $12,016 | $11,684 | $332 | $332 | |
| 880.217 JPMORGAN STRAT INC OPP-R6 | 2024-09-03 | 2025-08-12 | $10,114 | $10,087 | $27 | $27 | |
| 1244.608 JPMORGAN STRAT INC OPP-R6 | 2024-02-21 | 2025-08-12 | $14,301 | $14,318 | -$17 | -$17 | |
| 202.019 VANGUARD EMERG MKTS BND-ADM | 2024-09-03 | 2025-08-12 | $4,887 | $4,794 | $93 | $93 | |
| 208.054 VANGUARD EMERG MKTS BND-ADM | 2023-02-23 | 2025-08-12 | $5,033 | $5,664 | -$631 | -$631 | |
| 2457.355 VANGUARD SHRT TRM TREAS-ADM | 2023-07-31 | 2025-08-12 | $24,352 | $25,287 | -$935 | -$935 | |
| 347.57 VOYA HIGH YIELD BOND-I | 2024-09-03 | 2025-08-12 | $2,423 | $2,416 | $7 | $7 | |
| 1051.067 VOYA HIGH YIELD BOND-I | 2023-02-23 | 2025-08-12 | $7,326 | $7,848 | -$522 | -$522 | |
| 1228.386 SIMT GLOBAL MANAGED VOL-Y | 2023-12-18 | 2025-09-30 | $13,979 | $12,063 | $1,916 | $1,916 | |
| 1245.856 SIMT US MANAGED VOL-Y | 2023-12-18 | 2025-09-30 | $18,925 | $17,430 | $1,495 | $1,495 | |
| CAPITAL GAIN DIVIDENDS | $13,173 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,173 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,173 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,173 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,173 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,173 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,173 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,173 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,173 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,173 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,173 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,173 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,173 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,173 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,173 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,173 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,173 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,173 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,173 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,173 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,173 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,173 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,173 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,173 | P | |||||
| CAPITAL GAIN DIVIDENDS | $13,173 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,761 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $369 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $369 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $369 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $340 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $340 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $29 | 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 |
| 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 | IL | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UMB BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8888624045 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 415044 M/S 1020307 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641416692 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | UMB Bank | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 415044 M/S 1020307 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 641416692 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $6,736 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $478,837 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,537 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $494,374 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $494,374 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,416 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $486,958 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $24,348 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $24,348 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $369 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $369 | TotalTaxAmt |
| Distributable Before Adj | $23,979 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $23,979 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $23,979 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $40,147 | 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 | $40,147 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $23,979 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $12,712 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $10,987 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $13,257 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $17,220 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $18,939 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $73,115 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $40,147 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $23,979 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $16,168 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $89,283 | 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 |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $12,712 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $76,571 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $10,987 | ExcessFromYear4Amt |
| Excess From Year3 | $13,257 | ExcessFromYear3Amt |
| Excess From Year2 | $17,220 | ExcessFromYear2Amt |
| Excess From Year1 | $18,939 | ExcessFromYear1Amt |
| Excess From Current Year | $16,168 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GALENA FOUNDATION INC | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 132 | AddressLine1Txt |
| City | GALENA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | CIVIC IMPROVEMENTS & | GrantOrContributionPurposeTxt |
| Amt | $38,448 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $38,448 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,988 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $15,761 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $152 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $31,901 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $31,901 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING | $4 |
| 2025 TRANSACTIONS POSTING IN 2026 | $694 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER NON-ALLOCABLE EXPENSE - | Desc |
| Revenue And Expenses Per Books | $15 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2024 TRANSACTIONS POSTING IN 2025 | Desc |
| Amt | $567 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON QUALIFIED FOR | $99 | $99 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $23 | $23 | $0 |