IRA G AND THERESA L BOOTS FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- IRA G AND THERESA L BOOTS FAMILY FOUNDATION (EIN 47-7332505)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-15
- IRS object ID
- 202511359349101131
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T08:20:29-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 351346211 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARDING SHYMANSKI & CO PSC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3677 | AddressLine1Txt |
| City | EVANSVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47735 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 477332505 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE IRA G & THERESA L BOOTS FAMILY FOUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | IRAG | BusinessNameControlTxt |
| Phone | 8124304484 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3430 RED BANK ROAD | AddressLine1Txt |
| City | EVANSVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47720 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THERESA BOOTS | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 8124304484 | PhoneNum |
| Signature | 2025-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHELE R GRAHAM | PreparerPersonNm |
| PTIN | P00742467 | PTIN |
| Phone | 8124649161 | PhoneNum |
| Preparation | 2025-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $406,670 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,890 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $8,768 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,768 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,305 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $90,946 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,305 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $26,963 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $24,073 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,890 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,445 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,445 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,042 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,352 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $347 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,279 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,797 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,445 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,310 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,310 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $15,589 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,797 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,755 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $11,374 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,276 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $16,803 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $15,205 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $15,205 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $326,681 | CorporateStockBOYAmt |
| Corporate Stock EOY | $339,653 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $391,465 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $343,484 | TotalAssetsBOYAmt |
| Total Assets EOY | $354,858 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $406,670 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $343,484 | RetainedEarningBOYAmt |
| Retained Earning EOY | $354,858 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $343,484 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $354,858 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $343,484 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $354,858 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $343,484 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $11,374 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $354,858 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $354,858 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| BAIRD | 2024-02-09 | $139 | $138 | $1 | $1 | |
| BLACKROCK | 2024-02-09 | $1,316 | $1,271 | $45 | $45 | |
| CALVERT EQ FD | 2024-02-09 | $5,126 | $4,337 | $789 | $789 | |
| NUVEEN | 2024-02-09 | $2,707 | $2,748 | -$41 | -$41 | |
| PIMCO | 2024-02-09 | $7,926 | $8,447 | -$521 | -$521 | |
| VANGUARD EM | 2024-02-09 | $998 | $958 | $40 | $40 | |
| HEALTH CARE SEL | 2024-02-12 | $1,582 | $1,454 | $128 | $128 | |
| SELECT | 2024-02-12 | $1,685 | $1,614 | $71 | $71 | |
| SELECT | 2024-02-12 | $2,415 | $2,089 | $326 | $326 | |
| UTILITIES SELECT | 2024-02-12 | $656 | $676 | -$20 | -$20 | |
| VANGUARD WORLD FDS | 2024-02-12 | $2,145 | $1,905 | $240 | $240 | |
| VANGUARD INDUS | 2024-02-12 | $1,127 | $974 | $153 | $153 | |
| VANGUARD WORLD FDS | 2024-02-12 | $514 | $367 | $147 | $147 | |
| CALVERT EQ FD | 2024-05-15 | $4,999 | $4,073 | $926 | $926 | |
| CALVERT EQ FD | 2024-07-03 | $4,312 | $3,648 | $664 | $664 | |
| CALVERT EQ FD | 2024-08-23 | $5,192 | $4,460 | $732 | $732 | |
| CALVERT SMALL CAP | 2024-10-08 | $7,332 | $6,735 | $597 | $597 | |
| CALVERT EQ FD | 2024-10-08 | $8,649 | $7,023 | $1,626 | $1,626 | |
| DELAWARE SM | 2024-10-08 | $7,762 | $6,932 | $830 | $830 | |
| ISHS | 2024-10-08 | $516 | $511 | $5 | $5 | |
| MFS INT | 2024-10-08 | $10,737 | $9,333 | $1,404 | $1,404 | |
| AMERICAN NEW WORLD | 2024-10-08 | $5,987 | $5,038 | $949 | $949 | |
| SELECT SECTOR | 2024-10-08 | $1,614 | $910 | $704 | $704 | |
| CAPITAL GAINS DIVIDENDS | $5,510 | $5,510 | $5,510 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,305 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $282 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $282 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $282 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $282 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IRA G BOOTS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8124304484 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3430 RED BANK ROAD | AddressLine1Txt |
| City | EVANSVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47720 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| IRA BOOTS | ||||||||
| 3430 N RED BANK RD | EVANSVILLE | IN | 47720 | OFFICER | 0.10 | $0 | $0 | $0 |
| THERESA BOOTS | ||||||||
| 3430 N RED BANK RD | EVANSVILLE | IN | 47720 | OFFICER | 0.10 | $0 | $0 | $0 |
| 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $382,491 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,558 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $393,049 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $393,049 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,896 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $387,153 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $19,358 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $19,358 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $282 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $282 | TotalTaxAmt |
| Distributable Before Adj | $19,076 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $19,076 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $19,076 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,755 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $10,755 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $19,076 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $11,992 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $12,681 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $24,673 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,755 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,755 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $8,321 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $8,321 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $16,352 | 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 | $16,352 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $3,671 | ExcessFromYear2Amt |
| Excess From Year1 | $12,681 | ExcessFromYear1Amt |
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 | RIGHT TO LIFE OF SOUTHWEST INDIANA | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 NW 3RD ST STE 810 | AddressLine1Txt |
| City | EVANSVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 477081252 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | CHARITABLE CONTRIBUTION | GrantOrContributionPurposeTxt |
| Amt | $9,310 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,310 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,768 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $15,305 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $24,073 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $24,073 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,890 | Amt |
| Net Investment Income | $1,445 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,445 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (25 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN NEW WORLD FUND CL F2 | $10,392 | $11,139 |
| CALVERT EQUITY FUND CLASS I | $27,662 | $31,922 |
| CAVERT SMALL CAP CL I | $12,908 | $14,933 |
| COLUMBIA DIVIDEND INCOME FUND ADV | $56,274 | $64,615 |
| MACQUARIE SMALL CAP CORE INSTL | $12,065 | $14,838 |
| MFS INTERNATIONAL DIVERSIFICATION CL I | $24,205 | $26,112 |
| NUVEEN PREFERRED SECS AND INC CL I | $4,361 | $4,616 |
| BAIRD AGGREGATE BOND FUND INSTL | $50,442 | $50,031 |
| BAIRD ULTRA SHORT BOND FUND INSTL | $34,833 | $35,131 |
| BLACKROCK HIGH YIELD BOND INSTITUTIONAL | $4,324 | $4,576 |
| PIMCO LONG-TERM CREDIT BOND FD INST | $12,891 | $12,907 |
| VANGUARD EMERGING MARKETS BOND INVSTR | $7,449 | $7,857 |
| CONSUMER DISCRTIONARY SELECT SECTOR | $4,240 | $7,960 |
| HEALTH CARE SELECT SECTOR SPDR | $6,857 | $7,208 |
| ISHARES TR RUS 1000 GRW ETF | $32,144 | $35,404 |
| MATERIALS SELECT SECTOR SPDR | $962 | $995 |
| SELECT SECTOR SPDR TR COMMUNICATION | $4,109 | $7,199 |
| SELECT SECTOR SPDR TR ENERGY | $2,147 | $2,228 |
| SELECT SECTOR SPDR TR FINANCIAL | $5,453 | $7,670 |
| UTILITIES SELECT SECTOR SPDR FUND | $240 | $229 |
| VANGUARD WORLD FD CONSUM STP ETF | $3,487 | $3,792 |
| VANGUARD WORLD FD INDUSTRIAL ETF | $4,363 | $6,748 |
| VANGUARD WORLD FD INF TECH ETF | $10,020 | $22,070 |
| SELECT SECTOR SPDR TR RL EST SEL SEC | $1,512 | $1,600 |
| SPDR GOLD TR GOLD SHS | $6,313 | $9,685 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEES | $2,352 | $2,352 | $0 |
| MISC EXPENSES | $690 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990PF TAX DUE WITH PRIOR YEAR RETURN | CategoryTxt |
| Amt | $347 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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