BETA

SALIN FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
SALIN FOUNDATION INC (EIN 35-2047694)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-06
IRS object ID
202531269349102793
Schema version
2024v5.1
Note
A later return for the same period supersedes this one.
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-06T12:59:14-07:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN813590370PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SHIPLEY & WALL AN ASSOCIATION OF PC'SBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18465 KEYSTONE XING DR STE 160AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46240ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN352047694EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SALIN FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSALIBusinessNameControlTxt
Phone3177274104PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line147 S PENNSYLVANIA STAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46204ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM N SALIN IIIPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone3177274104PhoneNum
Signature2025-03-27SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonERIN L SHIPLEY CPAPreparerPersonNm
PTINP01255400PTIN
Phone3172550777PhoneNum
Preparation2025-05-06PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,364,614FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$50,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$40,774DividendsRevAndExpnssAmt
Dividends Net Invst Incm$39,170DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$125CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$6,084OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$6,084OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$96,858TotalRevAndExpnssAmt
Total Net Invst Incm$45,379TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$2,540AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,540AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$7,174OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$7,174OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$429TaxesRevAndExpnssAmt
Taxes Net Invst Incm$429TaxesNetInvstIncmAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$0OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$10,143TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$10,143TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$73,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$73,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$83,643TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$10,143TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$73,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$13,215ExcessRevenueOverExpensesAmt
Net Investment Income$35,236NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$338,887SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$314,866SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$314,866SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
US Government Obligations BOY$53,650USGovernmentObligationsBOYAmt
US Government Obligations EOY$48,775USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$48,901USGovtObligationsEOYFMVAmt
Corporate Stock BOY$459,016CorporateStockBOYAmt
Corporate Stock EOY$459,017CorporateStockEOYAmt
Corporate Stock EOYFMV$957,951CorporateStockEOYFMVAmt
Corporate Bonds BOY$0CorporateBondsBOYAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments EOY$42,896OtherInvestmentsEOYAmt
Other Investments EOYFMV$42,896OtherInvestmentsEOYFMVAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$851,553TotalAssetsBOYAmt
Total Assets EOY$865,554TotalAssetsEOYAmt
Total Assets EOYFMV$1,364,614TotalAssetsEOYFMVAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$851,553RetainedEarningBOYAmt
Retained Earning EOY$865,554RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$851,553TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$865,554TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$851,553TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$865,554TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$851,553TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$13,215ExcessRevenueOverExpensesAmt
Other Increases$5,229OtherIncreasesAmt
Subtotal$869,997SubtotalAmt
Other Decreases$4,443OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$865,554TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCarmel Cnty 2.78% 01/15/24PropertyDesc
How AcquiredPHowAcquiredCd
Acquired2018-01-26AcquiredDt
Sold2024-01-15SoldDt
Gross Sales Price$5,000GrossSalesPriceAmt
Depreciation$0DepreciationAmt
Cost Or Other Basis$4,875CostOrOtherBasisAmt
Gain Or Loss$125GainOrLossAmt
FMV As Of123169$0FMVAsOf123169Amt
Adjusted Basis As Of123169$0AdjustedBasisAsOf123169Amt
Excess FMV Over Adjusted Bss$0ExcessFMVOverAdjustedBssAmt
Gains Minus Excess Or Losses$125GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$125CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$490InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$490SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$490TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$400EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$400TotalPaymentsAndCreditsAmt
Original Return Tax Paid$400OriginalReturnTaxPaidAmt
Tax Due$90TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1BILL SALIN IIBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3177274104PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line147 S PENNSYLVANIA ST STE 703AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46204ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
WILLIAM N SALIN II
10587 COPPERGATE DRCARMELIN46032CHAIRMAN2.00$0$0$0
WILLIAM N SALIN III
10587 COPPERGATE DRCARMELIN46032DIRECTOR2.00$0$0$0
SAMUEL J SALIN
10587 COPPERGATE DRCARMELIN46032DIRECTOR2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1DONATIONS TO THREE LOCAL AND ONE NATIONAL ORGANIZATION TO HELP PROVIDE CULTURAL AND ENVIRONMENTAL AWARENESS, PHYSICAL FITNESS AND EDUCATIONDescription1Txt
Expenses1$118,500Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$968,338AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$326,877AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,295,215TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,295,215AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$19,428CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,275,787NetVlNoncharitableAssetsAmt
Minimum Investment Return$63,789MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$63,789MinimumInvestmentReturnAmt
Tax Based On Investment Income$490TaxBasedOnInvestmentIncomeAmt
Total Tax$490TotalTaxAmt
Distributable Before Adj$63,299DistributableBeforeAdjAmt
Distributable Before Ded$63,299DistributableBeforeDedAmt
Distributable As Adjusted$63,299DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$73,500ExpensesAndContributionsAmt
Qualifying Distributions$73,500QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$63,299DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$87,397ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$100,324ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,670,854ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,858,575TotalExcessDistributionCyovAmt
Qualifying Distributions$73,500QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$63,299AppliedToCurrentYearAmt
Remaining Distri From Corpus$10,201RemainingDistriFromCorpusAmt
Total Corpus$1,868,776TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$87,397ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,781,379ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$100,324ExcessFromYear3Amt
Excess From Year2$1,670,854ExcessFromYear2Amt
Excess From Year1$0ExcessFromYear1Amt
Excess From Current Year$10,201ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNAContributingManagerNm
Shareholder ManagerNAShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
MATTHEW ZONGHETTI SCHOLARSHIP FUND
26 KING ARTHUR WAYMANSFIELDMA02048501C3EDUCATIONAL$2,500
WABASH RIVER ENHANCEMENT CORPORATION
200 N 2ND ST STE CLAFAYETTEIN47901501C3ENVIRONMENTAL$1,000
YMCA OF GREATER FT WAYNE
347 W BERRY STFORT WAYNEIN46802501C3SOCIAL SERVICES$25,000
WAWASEE AREA CONSERVATORY
PO BOX 548SYRACUSEIN46567501C3ENVIRONMENTAL$45,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$73,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$40,774RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$40,774RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$40,774TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (6 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3INTEREST INCOME CONTRIBUTES ADDITIONAL SCHOLARSHIP FUNDING AND
3RELATES TO THE REST OF THE INVESTMENT ACTIVITIES USED TO FUND
3ALL CHARITABLE ACTIVITIES
4DIVIDEND INCOME IS A MAJOR SOURCE OF ADDITIONAL FUNDING RELATED
4TO THE INVESTMENT ACTIVITIES USED FOR SCHOLARSHIPS AND OTHER
4LOCAL CHARITABLE GIVING

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1HORIZON BANKBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1515 FRANKLIN STREETAddressLine1Txt
CityMICHIGAN CITYCityNm
State AbbreviationINStateAbbreviationCd
ZIP46360ZIPCd
FieldValueIRS element (for citing)
Total Contributions$50,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
Shipley CPA Group Tax Returns$2,490$2,490
HORIZON 1099 REPORTING$50$50

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
COMMON STOCK$209,313$677,349
FOREIGN STOCK$10,223$18,692
MUTUAL FUNDS - EQUITY$193,596$216,038
MUTUAL FUNDS - FIXED INCOME$39,912$39,354
ETF - EQUITY$5,973$6,518

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
State Local Sec Book Vl EOY$48,775StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$48,901StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemFarmbelt Investment LoanCategoryOrItemTxt
Book Value$42,896BookValueAmt
EOYFMV$42,896EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
2024 FEDERAL TAX PAYMENT$400
FARMBELT INVESTMENT PAYMENT$4,043

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescL-T CAP GAIN DIVIDENDSDesc
Revenue And Expenses Per Books$6,084RevenueAndExpensesPerBooksAmt
Net Investment Income$6,084NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (4 entries)

DescDescAmtAmt
CAPITAL GAINS$125
1099/LEDGER FOREIGN TAX DIFF$82
2023 FEDERAL TAX REFUND$4,803
1099/LEDGER INTEREST & DIVIDEND INCOME DIFF$219

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryHorizon Bank Investment Mgt FeesCategoryTxt
Amt$7,174Amt
Net Investment Income$7,174NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryForeign TaxCategoryTxt
Amt$429Amt
Net Investment Income$429NetInvestmentIncomeAmt

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