GERALD L FORD IRREV TR: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- GERALD L FORD IRREV TR (EIN 45-6504239)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-05
- IRS object ID
- 202621259349100847
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-05T14:01:09-04:00 | 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 US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 ONE PPG PLACE | AddressLine1Txt |
| City | Pittsburgh | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | 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 | 456504239 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GERALD L FORD IRR TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GERA | BusinessNameControlTxt |
| Phone | 9373821441 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 138 PUTNAM STREET | AddressLine1Txt |
| City | MARIETTA | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45750 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KELLI PARKS | PersonNm |
| Person Title | Officer | PersonTitleTxt |
| Phone | 9373821441 | PhoneNum |
| Signature | 2026-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAUREN R TAKACS | PreparerPersonNm |
| PTIN | P01252796 | PTIN |
| Phone | 4126447417 | PhoneNum |
| Preparation | 2026-05-04 | 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 | $838,616 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $24,728 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,728 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $45,476 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $231,987 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $45,476 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $70,204 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $70,204 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $10,002 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $5,001 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $5,001 | 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 |
| Accounting Fees Rev And Expnss | $1,025 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $513 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $513 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,191 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $112 | 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 | $200 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $100 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $100 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,418 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,726 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,614 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $31,637 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $31,637 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $44,055 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,726 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $37,251 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $26,149 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $64,478 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $26,508 | CashBOYAmt |
| Cash EOY | $30,497 | CashEOYAmt |
| Cash EOYFMV | $30,497 | CashEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $242,140 | CorporateStockBOYAmt |
| Corporate Stock EOY | $241,333 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $425,430 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $350,222 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $373,199 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $382,689 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $618,870 | TotalAssetsBOYAmt |
| Total Assets EOY | $645,029 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $838,616 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $618,870 | CapitalStockBOYAmt |
| Capital Stock EOY | $645,029 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $618,870 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $645,029 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $618,870 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $645,029 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $618,870 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $26,149 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,313 | OtherIncreasesAmt |
| Subtotal | $646,332 | SubtotalAmt |
| Other Decreases | $1,303 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $645,029 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (74 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 86.007 DFA US SMALL CAP PORTFOLIO #5031 | 2024-01-29 | 2025-01-28 | $4,347 | $3,801 | $546 | $546 | |
| 48.657 FIDELITY INTERNATIONAL INDEX FUND #2363 | 2023-03-20 | 2025-01-28 | $2,420 | $2,076 | $344 | $344 | |
| 622.313 FIDELITY INTERMEDIATE TREASURY BOND INDE | 2023-05-23 | 2025-01-28 | $5,906 | $6,048 | -$142 | -$142 | |
| 16.294 JP MORGAN LARGE CAP GROWTH R6 | 2022-06-02 | 2025-01-28 | $1,415 | $851 | $564 | $564 | |
| 426.31 JP MORGAN CORE BOND R6 #3900 | 2023-05-23 | 2025-01-28 | $4,344 | $4,370 | -$26 | -$26 | |
| 9.38 VANGUARD EQUITY INCOME ADM FUND #565 | 2022-06-02 | 2025-01-28 | $858 | $869 | -$11 | -$11 | |
| 13.104 VANGUARD GROWTH INDEX ADM | 2023-03-20 | 2025-01-28 | $2,848 | $1,547 | $1,301 | $1,301 | |
| 12.812 VANGUARD SMALL-CAP INDEX FUND ADMIRAL SH | 2022-03-23 | 2025-01-28 | $1,536 | $1,277 | $259 | $259 | |
| 7.3 VANGUARD 500 INDEX ADMIRAL FUND #540 | 2015-03-03 | 2025-01-28 | $4,090 | $1,424 | $2,666 | $2,666 | |
| 161.074 DFA US SMALL CAP PORTFOLIO #5031 | 2024-01-29 | 2025-04-22 | $6,788 | $7,118 | -$330 | -$330 | |
| 336.471 FIDELITY INTERMEDIATE TREASURY BOND INDE | 2024-01-29 | 2025-04-22 | $3,247 | $3,257 | -$10 | -$10 | |
| 1637.625 JP MORGAN CORE BOND R6 #3900 | 2023-05-23 | 2025-04-22 | $16,704 | $16,786 | -$82 | -$82 | |
| 2435.663 JP MORGAN SHORT DURATION BD R6 #3944 | 2023-05-23 | 2025-04-22 | $26,524 | $25,382 | $1,142 | $1,142 | |
| 144.058 MFS INTERNATIONAL EQUITY FUND R6 FUND 40 | 2023-05-23 | 2025-04-22 | $5,188 | $4,536 | $652 | $652 | |
| 1574.572 PIMCO INCOME FUND INST CLASS FUND 1821 | 2024-01-29 | 2025-04-22 | $16,580 | $16,690 | -$110 | -$110 | |
| 251. THRIVENT LARGE CAP VALUE FUND S FUND #92 | 2024-01-29 | 2025-04-22 | $6,923 | $7,048 | -$125 | -$125 | |
| 1079.787 VANGUARD SHORT-TERM INVMT GRADE ADM CL F | 2024-01-29 | 2025-04-22 | $11,176 | $10,774 | $402 | $402 | |
| 21.158 VANGUARD MID-CAP INDEX ADMIRAL SHARES # | 2023-05-23 | 2025-04-22 | $6,462 | $4,678 | $1,784 | $1,784 | |
| 46.391 DFA INTERNATIONAL VALUE I #5045 | 2025-04-22 | 2025-05-12 | $1,101 | $1,053 | $48 | $48 | |
| 24.6 FIDELITY INTERNATIONAL INDEX FUND #2363 | 2024-01-29 | 2025-05-12 | $1,337 | $1,155 | $182 | $182 | |
| 34.569 JP MORGAN LARGE CAP GROWTH R6 | 2024-01-29 | 2025-05-12 | $2,845 | $2,329 | $516 | $516 | |
| 105.697 JP MORGAN US EQUITY FUND CLASS I #1224 | 2024-01-29 | 2025-05-12 | $2,594 | $2,315 | $279 | $279 | |
| 25.143 MFS INTERNATIONAL EQUITY FUND R6 FUND 40 | 2023-05-23 | 2025-05-12 | $953 | $792 | $161 | $161 | |
| 15.414 VANGUARD EQUITY INCOME ADM FUND #565 | 2022-06-02 | 2025-05-12 | $1,392 | $1,428 | -$36 | -$36 | |
| 3.565 VANGUARD MID-CAP INDEX ADMIRAL SHARES # | 2016-10-05 | 2025-05-12 | $1,188 | $568 | $620 | $620 | |
| 29.435 VANGUARD GROWTH INDEX ADM | 2022-11-28 | 2025-05-12 | $6,118 | $2,369 | $3,749 | $3,749 | |
| 19.391 VANGUARD SMALL-CAP INDEX FUND ADMIRAL SH | 2024-01-29 | 2025-05-12 | $2,153 | $1,898 | $255 | $255 | |
| 22.156 VANGUARD 500 INDEX ADMIRAL FUND #540 | 2015-03-03 | 2025-05-12 | $11,960 | $4,322 | $7,638 | $7,638 | |
| 5.28 FIDELITY INTERNATIONAL INDEX FUND #2363 | 2023-03-20 | 2025-08-27 | $310 | $225 | $85 | $85 | |
| 116.678 JP MORGAN LARGE CAP GROWTH R6 | 2024-01-29 | 2025-08-27 | $10,792 | $6,181 | $4,611 | $4,611 | |
| 3391.026 JP MORGAN CORE BOND R6 #3900 | 2024-06-11 | 2025-08-27 | $35,165 | $34,715 | $450 | $450 | |
| 93.447 MFS INTERNATIONAL EQUITY FUND R6 FUND 40 | 2023-05-23 | 2025-08-27 | $3,701 | $2,943 | $758 | $758 | |
| 45.643 THRIVENT LARGE CAP VALUE FUND S FUND #92 | 2024-01-29 | 2025-08-27 | $1,477 | $1,282 | $195 | $195 | |
| .884 VANGUARD MID-CAP INDEX ADMIRAL SHARES # | 2016-10-05 | 2025-08-27 | $318 | $141 | $177 | $177 | |
| 24.115 VANGUARD GROWTH INDEX ADM | 2020-03-20 | 2025-08-27 | $5,724 | $1,734 | $3,990 | $3,990 | |
| 9.978 VANGUARD SMALL-CAP INDEX FUND ADMIRAL SH | 2023-05-23 | 2025-08-27 | $1,209 | $923 | $286 | $286 | |
| 15.554 VANGUARD 500 INDEX ADMIRAL FUND #540 | 2015-03-03 | 2025-08-27 | $9,319 | $3,034 | $6,285 | $6,285 | |
| CAPITAL GAIN DIVIDENDS | $6,367 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,367 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,367 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,367 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,367 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,367 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,367 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,367 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,367 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,367 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,367 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,367 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,367 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,367 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,367 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,367 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,367 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,367 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,367 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,367 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,367 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,367 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,367 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,367 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,367 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,367 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,367 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,367 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,367 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,367 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,367 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,367 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,367 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,367 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,367 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,367 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,367 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $45,476 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $896 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $896 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $896 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $762 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $762 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $134 | 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 |
| 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 | PEOPLES BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9373821441 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 48 N SOUTH STREET | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45177 | 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 | PEOPLES BANK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 48 N SOUTH STREET | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45177 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $10,002 | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ALL NET INCOME TO BE PAID OUT ANNUALLY AS FOLLOWING | Description1Txt |
| Description2 | 10% AMERICAN LEGION POST 49, WILMINGTON OH 10 % VETERANS OF FOREIGN WARS POST 6710 WILM. OH 20% AMERICAN LEGION NATIONAL HDQTRS, IN | Description2Txt |
| Description3 | 20% VETERANS OF FOREIGN WARS OF THE US HEADQUARTERS (VFW FOUNDATION, KANSAS CITY MO | Description3Txt |
| Description4 | 20% DISABLED AMERICNA VETERANS NATL HEADQUARTERS, CINCINNATI 20% TO BE REINVESTED BACK INTO PRINCIPAL OF THE TRUST CORPUS | Description4Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $775,595 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $27,258 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $802,853 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $802,853 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,043 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $790,810 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $39,541 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $39,541 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $896 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $896 | TotalTaxAmt |
| Distributable Before Adj | $38,645 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $38,645 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $38,645 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $37,251 | 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 | $37,251 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $38,645 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $31,637 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $37,251 | QualifyingDistributionsAmt |
| Applied To Year1 | $31,637 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,614 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $33,031 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| DISABLED AMERICAN VETERANS | ||||||||
| ATTN LEGAL DEPARTMENT | ERLANGER | KY | 41018 | NONE | PC | SUPPORT OF PROGRAMS | $7,909 | |
| AMERICAN LEGION POST 49 | ||||||||
| 140 E LOCUST ST | WILMINGTON | OH | 45177 | NONE | PC | SUPPORT OF PROGRAMS | $3,955 | |
| VETERANS OF FOREIGN WARS POST | ||||||||
| 1130 N LINCOLN ST | WILMINGTON | OH | 45177 | NONE | PC | SUPPORT OF PROGRAMS | $3,955 | 6710 |
| THE AMERICAN LEGION | ||||||||
| GEORGE A BUSKIRK JR | INDIANAPOLIS | IN | 46204 | NONE | PC | SUPPORT OF PROGRAMS | $7,909 | NATIONAL TREASURER |
| VFW NATIONAL HEADQUARTERS | ||||||||
| ATTN AMY MCLARREN | KANSAS CITY | MO | 64111 | NONE | PC | SUPPORT OF PROGRAMS | $7,909 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $31,637 | 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 | $24,728 | 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 | $45,476 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $70,204 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $70,204 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,025 | Amt |
| Net Investment Income | $513 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $513 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JP MORGAN SHORT DURATION BD R6 | $73,404 | $76,259 |
| FIDELITY INTERMEDIATE TREASURY | $97,632 | $99,491 |
| VANGUARD SHORT-TERM INVMT GRAD | $65,923 | $68,805 |
| JP MORGAN CORE BOND R6 #3900 | ||
| PIMCO INCOME FUND INST CLASS | $40,932 | $42,549 |
| VANGUARD ST TREASURY INDEX | $57,153 | $57,172 |
| VANGUARD INTERMEDIATE TERM INV | $38,155 | $38,413 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD 500 INDEX ADMIRAL FUN | $50,515 | $150,203 |
| JP MORGAN LARGE CAP GROWTH R6 | $17,808 | $25,138 |
| VANGUARD GROWTH INDEX ADM | $16,003 | $55,954 |
| VANGUARD EQUITY INCOME ADM FUN | $36,768 | $37,892 |
| VANGUARD MID-CAP INDEX ADMIRAL | $9,087 | $12,217 |
| VANGUARD SMALL-CAP INDEX FUND | $15,533 | $24,990 |
| MFS INTERNATIONAL GROWTH FUND | $9,872 | $12,576 |
| FIDELITY INTERNATIONAL INDEX # | $22,297 | $29,359 |
| JP MORGAN US EQUITY FUND CLASS | $28,362 | $33,633 |
| THRIVENT LARGE CAP VALUE FUND | $11,228 | $12,882 |
| DFA US SMALL CAP PORTFOLIO #50 | ||
| DFA INTERNATIONAL VALUE I #504 | $23,860 | $30,586 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2025 TAXABLE INCOME POSTED IN 2026 | $1,300 |
| ROUNDING | $3 |
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 | $200 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $100 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $100 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2024 INCOME POSTED TO 2025 | Desc |
| Amt | $1,313 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $317 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $762 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $102 | $102 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $10 | $10 | $0 |