IRENE BESTE TR 774 UA FBO HIGHLAND HOME: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- IRENE BESTE TR 774 UA FBO HIGHLAND HOME (EIN 37-6182409)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-12
- IRS object ID
- 202301329349103855
- Schema version
- 2022v5.0
- 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
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-12T15:00:29-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 376182409 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IRENE BESTE TRUST 1045013866 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BEST | BusinessNameControlTxt |
| Phone | 6186596358 | PhoneNum |
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 |
| Phone | 6186596358 | PhoneNum |
| Signature | 2023-05-10 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization4947a1 Trtd PF | Yes (X) | Organization4947a1TrtdPFInd |
| FMV Assets EOY | $356,191 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $7,535 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,535 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $17,972 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $240,132 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $17,972 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $25,507 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $25,507 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $3,997 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,999 | 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 | $820 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $410 | 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 | $2,325 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $161 | 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 Net Invst Incm | $8 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $7,157 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,578 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $22,724 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $22,724 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $29,881 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,578 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $22,724 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,374 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $22,929 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,674 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,976 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,976 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $188,067 | CorporateStockBOYAmt |
| Corporate Stock EOY | $168,206 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $212,123 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $128,962 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $145,915 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $137,092 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $323,703 | TotalAssetsBOYAmt |
| Total Assets EOY | $321,097 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $356,191 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $323,703 | CapitalStockBOYAmt |
| Capital Stock EOY | $321,097 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $323,703 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $321,097 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $323,703 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $321,097 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $323,703 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,374 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,768 | OtherIncreasesAmt |
| Subtotal | $321,097 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $321,097 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (104 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 13. ALTRIA GROUP INC | 2022-04-04 | 2022-05-18 | $695 | $685 | $10 | $10 | |
| 4. APPLE COMPUTER INC. | 2012-11-19 | 2022-12-20 | $528 | $79 | $449 | $449 | |
| 30. AVANGRID INC | 2017-05-02 | 2022-04-04 | $1,413 | $1,317 | $96 | $96 | |
| 7469.414 BAIRD AGGREGATE BOND FUND CLASS INSTITUT | 2019-02-04 | 2022-04-04 | $79,026 | $79,176 | -$150 | -$150 | |
| .141 BELLRING BRANDS INC. | 2015-09-08 | 2022-03-18 | $4 | $2 | $2 | $2 | |
| 10. BELLRING BRANDS INC. | 2015-09-08 | 2022-04-04 | $245 | $162 | $83 | $83 | |
| 3. BOEING CO. | 2021-12-29 | 2022-03-08 | $524 | $612 | -$88 | -$88 | |
| 6. BORGWARNER INC | 2021-08-27 | 2022-04-14 | $222 | $261 | -$39 | -$39 | |
| 1. BROADCOM INC | 2021-11-16 | 2022-09-02 | $503 | $569 | -$66 | -$66 | |
| 1. BROADCOM INC | 2021-11-16 | 2022-12-20 | $544 | $569 | -$25 | -$25 | |
| 35. COMCAST CORP | 2018-05-11 | 2022-09-02 | $1,258 | $595 | $663 | $663 | |
| .667 CONSTELLATION ENERGY CORP | 2017-05-31 | 2022-03-18 | $34 | $22 | $12 | $12 | |
| 642.34 DFA US EMERGING MARKETS CORE EQUITY PORT | 2018-08-20 | 2022-09-02 | $13,322 | $13,281 | $41 | $41 | |
| 32.403 DFA US EMERGING MARKETS CORE EQUITY PORT | 2017-06-01 | 2022-12-20 | $650 | $667 | -$17 | -$17 | |
| 818.548 DFA US INTERNATIONAL SMALL COMPANY PORTF | 2019-02-20 | 2022-04-04 | $16,707 | $17,109 | -$402 | -$402 | |
| 44. DR HORTON INC | 2017-09-19 | 2022-04-04 | $3,367 | $1,662 | $1,705 | $1,705 | |
| 22. DELTA AIR LINES INC | 2017-05-31 | 2022-04-04 | $868 | $919 | -$51 | -$51 | |
| 13. EXELON CORP | 2017-05-31 | 2022-09-02 | $577 | $332 | $245 | $245 | |
| 2. META PLATFORMS INC | 2020-02-18 | 2022-04-14 | $423 | $435 | -$12 | -$12 | |
| 2076.719 FEDERATED INSTITUTIONAL HIGH YIELD BOND | 2019-02-04 | 2022-04-04 | $19,500 | $19,916 | -$416 | -$416 | |
| 1. GLOBE LIFE INC | 2021-10-05 | 2022-09-02 | $97 | $92 | $5 | $5 | |
| 1. GLOBE LIFE INC | 2021-10-05 | 2022-12-20 | $118 | $92 | $26 | $26 | |
| 11. HONEYWELL INTL INC | 2017-10-11 | 2022-04-04 | $2,160 | $1,506 | $654 | $654 | |
| 73. BLACKROCK ISHARES RUSSELL MID CAP ETF | 2015-04-22 | 2022-12-19 | $4,869 | $3,192 | $1,677 | $1,677 | |
| 424. ISHARES ISHARES CORE MSCI EAFE ETF | 2016-11-17 | 2022-04-04 | $29,832 | $25,193 | $4,639 | $4,639 | |
| 3. LABORATORY CORP AMERICAN HOLDINGS | 2020-01-31 | 2022-09-02 | $677 | $526 | $151 | $151 | |
| 23. LINCOLN NATIONAL CORP. | 2016-03-31 | 2022-04-04 | $1,493 | $978 | $515 | $515 | |
| 1223.93 MFS INTERNATIONAL DIVERSIFICATION FUND C | 2018-12-27 | 2022-04-04 | $28,383 | $24,131 | $4,252 | $4,252 | |
| 2. MASTERCARD INCORPORATED | 2016-09-07 | 2022-12-20 | $688 | $198 | $490 | $490 | |
| 24. MERCK & CO INC | 2018-02-13 | 2022-04-04 | $1,998 | $1,260 | $738 | $738 | |
| 7. NVIDIA CORP COM | 2019-02-20 | 2022-09-02 | $964 | $280 | $684 | $684 | |
| 9. ORACLE CORP | 2020-02-18 | 2022-09-02 | $677 | $499 | $178 | $178 | |
| 12. PNC FINANCIAL SVCS GROUP | 2017-05-31 | 2022-04-04 | $2,200 | $1,412 | $788 | $788 | |
| 10. PPG INDUSTRIES, INC. | 2017-05-31 | 2022-04-04 | $1,335 | $1,062 | $273 | $273 | |
| 8. POST HOLDINGS INC | 2015-09-08 | 2022-04-04 | $574 | $362 | $212 | $212 | |
| 9. SNAP ON INC COM | 2017-09-19 | 2022-04-04 | $1,870 | $1,321 | $549 | $549 | |
| 230. SUMMIT HOTEL PROPERTIES INC | 2018-10-19 | 2022-04-04 | $2,309 | $3,001 | -$692 | -$692 | |
| 27. SUNCOR ENERGY INC | 2013-02-19 | 2022-04-04 | $899 | $859 | $40 | $40 | |
| 64.004 VANGUARD SHORT-TERM TREASURY INDEX FUND | 2020-12-30 | 2022-06-21 | $1,250 | $1,315 | -$65 | -$65 | |
| 39.135 VANGUARD SHORT-TERM TREASURY INDEX FUND | 2020-12-30 | 2022-09-02 | $764 | $804 | -$40 | -$40 | |
| 64.633 VANGUARD SHORT-TERM TREASURY INDEX FUND | 2020-12-30 | 2022-09-20 | $1,250 | $1,328 | -$78 | -$78 | |
| 16. VANGUARD SHORT TERM CORPORATE BOND INDEX | 2020-12-30 | 2022-06-21 | $1,212 | $1,332 | -$120 | -$120 | |
| 6. VANGUARD SHORT TERM CORPORATE BOND INDEX | 2020-12-30 | 2022-09-02 | $456 | $500 | -$44 | -$44 | |
| 17. VANGUARD SHORT TERM CORPORATE BOND INDEX | 2020-12-30 | 2022-09-20 | $1,279 | $1,415 | -$136 | -$136 | |
| 16. VANGUARD INTERMEDIATE TERM CORPORATE BON | 2020-12-30 | 2022-06-21 | $1,264 | $1,554 | -$290 | -$290 | |
| 16. VANGUARD INTERMEDIATE TERM CORPORATE BON | 2020-12-30 | 2022-09-20 | $1,243 | $1,554 | -$311 | -$311 | |
| 61.698 VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND ADMIRAL SHARES | 2020-12-30 | 2022-06-21 | $1,250 | $1,446 | -$196 | -$196 | |
| 62.626 VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND ADMIRAL SHARES | 2020-12-30 | 2022-09-20 | $1,250 | $1,468 | -$218 | -$218 | |
| 13. VERIZON COMMUNICATIONS | 2022-04-04 | 2022-06-06 | $666 | $681 | -$15 | -$15 | |
| 13. VERIZON COMMUNICATIONS | 2022-04-04 | 2022-10-20 | $481 | $681 | -$200 | -$200 | |
| 46. ZIONS BANCORPORATION | 2017-05-02 | 2022-04-04 | $2,959 | $1,832 | $1,127 | $1,127 | |
| 13. JAZZ PHARMACEUTICALS PLC | 2018-02-28 | 2022-04-04 | $2,114 | $1,916 | $198 | $198 | |
| CAPITAL GAIN DIVIDENDS | $1,141 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,141 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,141 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,141 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,141 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,141 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,141 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,141 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,141 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,141 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,141 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,141 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,141 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,141 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,141 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,141 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,141 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,141 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,141 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,141 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,141 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,141 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,141 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,141 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,141 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,141 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,141 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,141 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,141 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,141 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,141 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,141 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,141 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,141 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,141 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,141 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,141 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,141 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,141 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,141 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,141 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,141 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,141 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,141 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,141 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,141 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,141 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,141 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,141 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,141 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,141 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,141 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $17,972 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $319 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $319 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $319 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,967 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,967 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,648 | OverpaymentAmt |
| Applied To ES Tax | $320 | AppliedToESTaxAmt |
| Refund | $1,328 | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUSEY BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6186596358 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 W VANDALIA ST | AddressLine1Txt |
| City | EDWARDSVILLE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| NECT Filing In Lieu OF Form1041 | Yes (X) | NECTFilingInLieuOFForm1041Ind |
| 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 | Yes (true) | 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
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 | 330 W VANDALIA STREET | AddressLine1Txt |
| City | EDWARDSVILLE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $3,997 | 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 | TRUST NET INCOME PAID TO HIGHLAND HOME, A 501(C)(3) PUBLIC CHARITY | Description1Txt |
| Expenses1 | $22,724 | Expenses1Amt |
| 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 | $370,196 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,866 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $374,062 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $374,062 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,611 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $368,451 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,423 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,423 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $319 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $319 | TotalTaxAmt |
| Distributable Before Adj | $18,104 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $18,104 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $18,104 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $22,724 | 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 | $22,724 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,104 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,570 | 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 | $22,724 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,570 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $18,104 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,050 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,050 | 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 | $3,050 | 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 | $3,050 | 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 | HIGHLAND HOME | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 115 | AddressLine1Txt |
| City | HIGHLAND | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62249 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SUPPORT OF HOME PER | GrantOrContributionPurposeTxt |
| Amt | $22,724 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $22,724 | 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 | $7,535 | 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 | $17,972 | 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 | $25,507 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $25,507 | 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 | $820 | Amt |
| Net Investment Income | $410 | NetInvestmentIncomeAmt |
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 | $8 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| TAX PREV YR POSTED CURRENT YR | $0 |
| ROUNDING | $3 |
| TRANSACTIONS POSTED AFTER PERIOD END | $1,765 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $9 | $9 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $197 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $1,967 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $109 | $109 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $43 | $43 | $0 |
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