GENE A SALMON CHARITABLE TRUST: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- GENE A SALMON CHARITABLE TRUST (EIN 20-7135495)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-08
- IRS object ID
- 202621289349102222
- 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
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-08T13:01:15-05:00 | 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 | 207135495 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GENE A SALMON CHARITABLE TRUST CO BUSEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SALM | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 260 | AddressLine1Txt |
| City | CHAMPAIGN | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 618240260 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BUSEY BANK | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2026-05-06 | 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 | $14,113,440 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $374,705 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $374,705 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $6,600 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $6,600 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $6,600 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $6,209 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $482,241 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,629,901 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $482,241 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $99 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $99 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $863,645 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $863,645 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $6,600 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $126,951 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $126,951 | CompOfcrDirTrstNetInvstIncmAmt |
| 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 | $2,010 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,010 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $22,949 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,865 | 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 | $11,434 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,434 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $391 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $163,344 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $153,260 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $391 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $666,115 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $666,115 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $829,459 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $153,260 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $391 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $666,115 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $34,186 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $710,385 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,209 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $286,977 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $475,212 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $475,212 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| US Government Obligations BOY | $523,966 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $151,048 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $150,361 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,685,917 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,998,949 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,519,881 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $901,333 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $851,249 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $898,818 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $75,000 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $75,000 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $75,000 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $69,168 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,473,193 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,551,458 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,113,440 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $8,473,193 | CapitalStockBOYAmt |
| Capital Stock EOY | $8,551,458 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,473,193 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,551,458 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,473,193 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,551,458 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,473,193 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $34,186 | ExcessRevenueOverExpensesAmt |
| Other Increases | $44,079 | OtherIncreasesAmt |
| Subtotal | $8,551,458 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,551,458 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (56 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 115. APPLE COMPUTER INC. | 2013-11-26 | 2025-04-04 | $21,993 | $2,172 | $19,821 | $19,821 | |
| 169. BECTON, DICKINSON & CO. | 2010-10-28 | 2025-10-15 | $31,553 | $12,910 | $18,643 | $18,643 | |
| 588. BRISTOL MYERS SQUIBB CO. | 2020-06-05 | 2025-06-03 | $28,341 | $34,371 | -$6,030 | -$6,030 | |
| 529. BROADCOM INC | 2024-02-14 | 2025-06-23 | $134,004 | $66,117 | $67,887 | $67,887 | |
| 11. BROADCOM INC | 2024-02-14 | 2025-09-26 | $3,689 | $1,375 | $2,314 | $2,314 | |
| 90. BROADCOM INC | 2021-11-16 | 2025-09-26 | $30,180 | $5,118 | $25,062 | $25,062 | |
| .32 CAPITAL ONE FINL CORP | 2020-07-30 | 2025-05-21 | $63 | $16 | $47 | $47 | |
| 40000. CAPITAL ONE FINANCIAL CORP CORPORATION 3 | 2024-02-05 | 2025-10-20 | $39,809 | $38,741 | $1,068 | $1,068 | |
| 67. CONSTELLATION ENERGY CORP | 2023-05-24 | 2025-02-26 | $18,174 | $5,589 | $12,585 | $12,585 | |
| 50000. FHLB CONS BD 2.375% 03/14/2025 | 2016-11-02 | 2025-03-14 | $50,000 | $50,000 | |||
| 29951.368 FIDELITY INTERMEDIATE TREASURY BOND INDE | 2024-02-15 | 2025-04-08 | $290,828 | $291,492 | -$664 | -$664 | |
| 103. FISERV INC | 2025-07-31 | 2025-11-20 | $6,211 | $14,381 | -$8,170 | -$8,170 | |
| 286. FISERV INC | 2020-08-27 | 2025-11-20 | $17,246 | $15,307 | $1,939 | $1,939 | |
| 40000. HUMANA INC SR GLBL NT 3.7% 03/23/2029-20 | 2024-02-05 | 2025-05-15 | $38,084 | $38,214 | -$130 | -$130 | |
| 88. J P MORGAN CHASE & CO | 2013-07-24 | 2025-02-26 | $22,783 | $4,982 | $17,801 | $17,801 | |
| 40000. LINCOLN NATIONAL 3.4% 01/15/2031-2030 | 2024-02-05 | 2025-02-19 | $36,210 | $35,987 | $223 | $223 | |
| 68. LULULEMON ATHLETICA INC | 2024-12-13 | 2025-09-26 | $11,727 | $26,499 | -$14,772 | -$14,772 | |
| 505. NIKE INC | 2009-01-16 | 2025-04-14 | $27,985 | $5,908 | $22,077 | $22,077 | |
| 222. NOVO NORDISK AS | 2024-11-19 | 2025-08-19 | $12,061 | $22,773 | -$10,712 | -$10,712 | |
| 164. NOVO NORDISK AS | 2024-02-27 | 2025-08-19 | $8,910 | $20,058 | -$11,148 | -$11,148 | |
| 1152. NVIDIA CORPORATION CORP COM | 2024-06-07 | 2025-06-23 | $166,017 | $94,799 | $71,218 | $71,218 | |
| 47. ORACLE CORP | 2009-01-16 | 2025-09-25 | $13,699 | $797 | $12,902 | $12,902 | |
| 179. PHILIP MORRIS INTL INC | 2024-02-14 | 2025-07-31 | $29,387 | $16,089 | $13,298 | $13,298 | |
| 14212.454 CONGRESS MID CAP GROWTH FUND INSTITUTION | 2023-12-08 | 2025-12-08 | $314,664 | $228,748 | $85,916 | $85,916 | |
| 50000. SOUTHERN PWR CO 4.15% 12/01/2025-2025 | 2016-11-02 | 2025-10-21 | $50,000 | $50,000 | |||
| 32000. UNITED STATES OF AMERICA NOTES .25% 09/3 | 2024-02-14 | 2025-09-30 | $32,000 | $32,000 | |||
| 220. NVENT ELECTRIC PLC | 2018-05-04 | 2025-10-01 | $21,974 | $5,535 | $16,439 | $16,439 | |
| 259. LYONDELLBASELL INDUSTRIES NV | 2024-02-14 | 2025-04-04 | $15,123 | $27,682 | -$12,559 | -$12,559 | |
| CAPITAL GAIN DIVIDENDS | $157,186 | P | |||||
| CAPITAL GAIN DIVIDENDS | $157,186 | P | |||||
| CAPITAL GAIN DIVIDENDS | $157,186 | P | |||||
| CAPITAL GAIN DIVIDENDS | $157,186 | P | |||||
| CAPITAL GAIN DIVIDENDS | $157,186 | P | |||||
| CAPITAL GAIN DIVIDENDS | $157,186 | P | |||||
| CAPITAL GAIN DIVIDENDS | $157,186 | P | |||||
| CAPITAL GAIN DIVIDENDS | $157,186 | P | |||||
| CAPITAL GAIN DIVIDENDS | $157,186 | P | |||||
| CAPITAL GAIN DIVIDENDS | $157,186 | P | |||||
| CAPITAL GAIN DIVIDENDS | $157,186 | P | |||||
| CAPITAL GAIN DIVIDENDS | $157,186 | P | |||||
| CAPITAL GAIN DIVIDENDS | $157,186 | P | |||||
| CAPITAL GAIN DIVIDENDS | $157,186 | P | |||||
| CAPITAL GAIN DIVIDENDS | $157,186 | P | |||||
| CAPITAL GAIN DIVIDENDS | $157,186 | P | |||||
| CAPITAL GAIN DIVIDENDS | $157,186 | P | |||||
| CAPITAL GAIN DIVIDENDS | $157,186 | P | |||||
| CAPITAL GAIN DIVIDENDS | $157,186 | P | |||||
| CAPITAL GAIN DIVIDENDS | $157,186 | P | |||||
| CAPITAL GAIN DIVIDENDS | $157,186 | P | |||||
| CAPITAL GAIN DIVIDENDS | $157,186 | P | |||||
| CAPITAL GAIN DIVIDENDS | $157,186 | P | |||||
| CAPITAL GAIN DIVIDENDS | $157,186 | P | |||||
| CAPITAL GAIN DIVIDENDS | $157,186 | P | |||||
| CAPITAL GAIN DIVIDENDS | $157,186 | P | |||||
| CAPITAL GAIN DIVIDENDS | $157,186 | P | |||||
| CAPITAL GAIN DIVIDENDS | $157,186 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $482,241 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,874 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,874 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,874 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,188 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $8,188 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,686 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | 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 | BUSEY BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2173654800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 W MAIN ST | AddressLine1Txt |
| City | URBANA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61801 | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUSEY BANK | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 W MAIN ST | AddressLine1Txt |
| City | URBANA | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 61801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 15 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $126,951 | 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 | $12,816,378 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $354,945 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $67,911 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,239,234 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,239,234 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $198,589 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,040,645 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $652,032 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $652,032 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,874 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,874 | TotalTaxAmt |
| Distributable Before Adj | $642,158 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $642,158 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $642,158 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $666,115 | 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 | $666,115 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $642,158 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | 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 | $39,337 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $43,337 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $82,674 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $666,115 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $642,158 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $23,957 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $106,631 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $106,631 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $39,337 | ExcessFromYear2Amt |
| Excess From Year1 | $43,337 | ExcessFromYear1Amt |
| Excess From Current Year | $23,957 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
|---|---|---|---|---|---|---|---|---|
| JUDAH CHRISTIAN SCHOOLS | ||||||||
| 908 N PROSPECT | CHAMPAIGN | IL | 61820 | NONE | PC | SUPPORT CHARITABLE AND | $75,000 | |
| The Salvation Army | ||||||||
| PO BOX 618 | Champaign | IL | 61824 | NONE | PC | GENERAL OPERATIONS | $80,000 | |
| WBGL Christian Radio | ||||||||
| 4101 FIELDSTONE RD | Champaign | IL | 61822 | NONE | PC | GENERAL OPERATIONS | $89,057 | University of NorthWestern |
| St Jude Children's Research Hospital | ||||||||
| 501 ST JUDE PLACE | Memphis | TN | 38105 | NONE | PC | GENERAL OPERATIONS | $251,029 | |
| Champaign County Humane Society | ||||||||
| 4003 KEARNS DR | Champaign | IL | 618229247 | NONE | PC | GENERAL OPERATIONS | $171,029 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $666,115 | 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 | $374,705 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $6,209 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $482,241 | 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 | $863,254 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $863,254 | 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 | $2,010 | Amt |
| Net Investment Income | $2,010 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (14 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CITIGROUP INC SR GLBL NT 3.7% | $50,129 | $49,994 |
| DISCOVER BK ACRD NT 4.25% 03/1 | $50,191 | $50,015 |
| EBAY INC SR GLBL NT 3.6% 06/05 | $50,003 | $49,735 |
| SOUTHERN PWR CO 4.15% 12/01/20 | ||
| VANGUARD EMERGING MARKETS GOVE | $475,742 | $518,160 |
| AMPHENOL CORP 2.8% 02/15/2030- | $36,864 | $38,020 |
| CAPITAL ONE FINANCIAL CORP COR | ||
| HUMANA INC SR GLBL NT 3.7% 03/ | ||
| LINCOLN NATIONAL 3.4% 01/15/20 | ||
| PROLOGIS LP 4.75% 06/15/2033-2 | $39,205 | $40,406 |
| WORKDAY INC 3.8% 04/01/2032-20 | $37,254 | $38,332 |
| NEXTERA ENERGY CAP HOLDINGS IN | $38,575 | $39,231 |
| TRUIST BANK (NORTH CAROLINA) 2 | $36,762 | $36,667 |
| VMWARE INC 2.2% 08/15/2031-202 | $36,524 | $38,258 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (91 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AQR TM EMERGING MULTI-SYTLE FU | $379,510 | $536,731 |
| ADOBE INC | $56,490 | $54,948 |
| LSV SMALL CAP VALUE FUND INSTI | $119,160 | $150,444 |
| ALPHABET INC | $40,134 | $465,052 |
| ALTRIA GROUP INC | $26,578 | $35,115 |
| AMAZON COM INC | $78,022 | $270,059 |
| AMERICAN CENTURY MID CAP VALUE | $447,570 | $435,737 |
| AMGEN INC | $11,770 | $69,390 |
| APPLE INC | $30,341 | $449,656 |
| APPLIED MATERIALS | $12,611 | $98,941 |
| BECTON DICKINSON AND CO | ||
| BERKSHIRE HATHAWAY INC | $44,239 | $152,303 |
| BRISTOL MYERS SQUIBB CO | ||
| BROADCOM INC | $58,120 | $353,714 |
| CBRE GROUP INC | $25,868 | $66,245 |
| CIGNA CORP | $42,984 | $51,468 |
| CANADIAN PACIFIC RAILWAY LTD | $31,628 | $32,618 |
| CHEVRON CORP | $27,264 | $46,333 |
| CITIGROUP INC | $53,736 | $104,321 |
| COLGATE PALMOLIVE CO | $15,695 | $35,006 |
| CONSOLIDATED EDISON INC | $40,625 | $50,157 |
| CONSTELLATION ENERGY CORP | $6,011 | $49,811 |
| CROWN CASTLE INTERNATIONAL COR | $18,455 | $20,796 |
| CUMMINS INC | $28,444 | $80,141 |
| DFA US INTERNATIONAL CORE EQUI | $831,313 | $1,145,892 |
| DFA US EMERGING MARKETS CORE E | $428,169 | $509,852 |
| DANAHER CORPORATION | $22,376 | $48,760 |
| WALT DISNEY CO | $19,452 | $50,400 |
| DISCOVER FINANCIAL SERVICES | ||
| AMERICAN FUNDS EUROPACIFIC GRO | $479,461 | $539,780 |
| EXELON CORP | $26,422 | $47,121 |
| EXPEDITORS INTERNATIONAL OF WA | $8,525 | $43,958 |
| EXXON MOBIL CORP | $33,795 | $48,497 |
| META PLATFORMS INC | $19,587 | $176,904 |
| FISERV INC | ||
| GMO INTERNATIONAL DEVELOPED EQ | $521,155 | $805,476 |
| GENERAL DYNAMICS CORP | $16,238 | $36,023 |
| GLOBE LIFE INC | ||
| GOLDMAN SACHS GROUP INC | $23,716 | $99,327 |
| JP MORGAN CHASE & CO | $24,288 | $138,232 |
| JOHNSON & JOHNSON | $31,855 | $108,235 |
| LABORATORY CORP AMERICAN HOLDI | $27,634 | $47,165 |
| LEIDOS HOLDINGS INC | $31,250 | $48,167 |
| LOWES COS INC | $11,493 | $52,332 |
| MASTERCARD INCORPORATED | $21,063 | $117,030 |
| MICROSOFT CORP | $31,501 | $418,815 |
| NIKE INC | ||
| NUCOR CORP | $24,620 | $54,153 |
| NVIDIA CORP COM | $113,804 | $489,936 |
| ORACLE CORP | $5,792 | $67,829 |
| PEPSICO INC | $16,180 | $45,065 |
| PFIZER INC | $44,038 | $37,773 |
| PHILIP MORRIS INTL INC | $33,211 | $67,047 |
| PROCTER AND GAMBLE CO | $13,435 | $33,678 |
| CONGRESS MID CAP GROWTH FUND I | ||
| QUALCOMM INC | $23,297 | $60,723 |
| RAYTHEON TECHNOLOGIES CORP | $23,079 | $90,783 |
| SCHLUMBERGER LTD | $54,361 | $47,514 |
| CHARLES SCHWAB CORP | $55,211 | $85,923 |
| THERMO FISHER SCIENTIFIC INC | $49,465 | $74,749 |
| VALERO ENERGY CORPORATION | $18,080 | $42,488 |
| VENTAS INC | $24,303 | $35,904 |
| VANGUARD SMALL CAP INDEX FUND | $393,903 | $724,825 |
| VIRTUS KAR INTERNATIONAL SMALL | $193,892 | $251,057 |
| ACCENTURE PLC | $16,556 | $45,343 |
| JOHNSON CONTROLS INTERNATIONAL | $30,994 | $80,951 |
| LINDE PLC | $33,970 | $57,136 |
| MEDTRONIC PLC | $16,029 | $46,973 |
| NVENT ELECTRIC PLC | $8,328 | $33,752 |
| PENTAIR PLC | $62,740 | $83,312 |
| LYONDELLBASELL INDUSTRIES NV | ||
| ARTHUR J GALLAGHER & CO | $27,301 | $30,537 |
| BORGWARNER INC | $37,314 | $54,027 |
| LULULEMON ATHLETICA INC | ||
| JACKSON SQUARE NORTH AMERICAN | ||
| NOVO NORDISK AS | ||
| OREILLY AUTOMOTIVE INC | $31,065 | $41,045 |
| WILLIAM BLAIR EMERGING MKTS SM | $428,177 | $472,949 |
| ZEBRA TECHNOLOGIES CORP | $30,426 | $18,454 |
| AMPHENOL CORP | $22,138 | $50,407 |
| ASML HOLDING NV | $34,146 | $38,515 |
| CAPITAL ONE FINANCIAL CORP | $11,320 | $55,500 |
| DECKERS OUTDOOR CORP COM | $26,926 | $26,021 |
| ELI LILLY AND CO | $20,467 | $31,166 |
| MCKESSON CORP | $31,579 | $32,812 |
| STANDARD BIOTOOLS INC | $1 | $5,988 |
| TESLA MTRS INC COM | $22,022 | $21,587 |
| TORTOISE NORTH AMERICAN PIPELI | $190,043 | $264,598 |
| UBER TECHNOLOGIES INC COM | $22,938 | $24,676 |
| VANGUARD MID CAP GROWTH ETF | $314,379 | $308,450 |
| VANGUARD TOTAL STOCK MARKET ET | $288,871 | $395,283 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $151,048 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $150,361 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER NON-ALLOCABLE EXPENSE - | $15 | $15 | $0 |
| OTHER TAXES (NOT SUBJECT TO $1 | $11,028 | $11,028 | $0 |
| Rent and Royalty Expense | $391 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Revenue And Expenses Per Books | $99 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $99 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (5 entries)
| DescDesc | AmtAmt |
|---|---|
| TRANSACTIONS POSTED FOR PRIOR PERIOD | $616 |
| FINAL PARTNERSHIP ADJUSTMENT | $42,610 |
| ROUNDING AND BASIS ADJUSTMENT | $22 |
| INTERNAL REIMBURSEMENT FOR PY TAX REFUND | $608 |
| DIVIDEND ADJUSTMENT TAXABLE CURRENT YEAR | $223 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,113 | $1,113 | $0 |
| STATE INCOME TAXES - PRINCIPAL | $726 | $0 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $1,170 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $8,188 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $6,405 | $6,405 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $5,347 | $5,347 | $0 |