EMY-LOU BIEDENHARN TRUST 3605201202: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- EMY-LOU BIEDENHARN TRUST 3605201202 (EIN 23-7054824)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-09-01
- IRS object ID
- 202612449349100131
- Schema version
- 2025v4.1
- 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
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-09-01T18:01:12-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 WOOD AVE SOUTH | AddressLine1Txt |
| City | ISELIN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237054824 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EMY-LOU BIEDENHARN FOUNDATION TRUST XXXXX2008 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EMY- | BusinessNameControlTxt |
| Phone | 8004962583 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S DEARBORN IL1-0111 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KRYSTAL ZEC | PersonNm |
| Person Title | ExecDirector | PersonTitleTxt |
| Phone | 8004962583 | PhoneNum |
| Signature | 2026-08-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HEATHER A HAWES | PreparerPersonNm |
| PTIN | P01379658 | PTIN |
| Phone | 7327679100 | PhoneNum |
| Preparation | 2026-08-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $27,083,214 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $611,535 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $611,535 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,057,852 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,995,730 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,057,852 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $861 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $861 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,670,248 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,670,248 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $104,673 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $60,995 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $43,679 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $26,968 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,329 | 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 | $108 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $108 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $131,749 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $71,432 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $43,679 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,865,185 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,865,185 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,996,934 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $71,432 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,908,864 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$326,686 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,598,816 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $301,725 | CashBOYAmt |
| Cash EOY | $252,767 | CashEOYAmt |
| Cash EOYFMV | $252,767 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $478,898 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $319,508 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $319,508 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $9,926,709 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,948,621 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $20,718,697 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,340,597 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,203,389 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,109,701 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,100,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,100,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,679,715 | OtherInvestmentsEOYFMVAmt |
| Other Assets EOYFMV | $2,826 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $15,147,929 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,824,285 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $27,083,214 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $15,147,929 | CapitalStockBOYAmt |
| Capital Stock EOY | $14,824,285 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,147,929 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,824,285 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,147,929 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,824,285 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,147,929 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$326,686 | ExcessRevenueOverExpensesAmt |
| Other Increases | $21,525 | OtherIncreasesAmt |
| Subtotal | $14,842,768 | SubtotalAmt |
| Other Decreases | $18,483 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,824,285 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (38 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| . FIFTH THIRD BANCORP | 2025-04-28 | $106 | $106 | $106 | |||
| 3341.489 FIDELITY INTL INDX | 2025-06-27 | $191,200 | $48,090 | $48,090 | $143,110 | ||
| 373.174 FIDELITY 500 INDEX FUND | 2025-06-27 | $80,225 | $1,821 | $1,821 | $78,404 | 2024-12-10 | |
| 720. JPMORGAN BETABUILDERS CANADA | 2025-06-27 | $57,395 | $22,004 | $22,004 | $35,391 | ||
| 7887.628 SIX CIRCLES US UNCONSTR EQ | 2025-06-27 | $146,000 | $19,325 | $19,325 | $126,675 | 2025-04-14 | |
| 5159.632 SIX CIRCLES INTL UNCON EQ | 2025-06-27 | $67,230 | $9,029 | $9,029 | $58,201 | 2021-10-26 | |
| 152.995 FIDELITY 500 INDEX FUND | 2025-08-07 | $33,711 | $1,567 | $1,567 | $32,144 | 2024-12-10 | |
| 4274.888 SIX CIRCLES US UNCONSTR EQ | 2025-08-07 | $81,009 | $12,354 | $12,354 | $68,655 | 2025-04-14 | |
| 1090.02 SIX CIRCLES US UNCONSTR EQ | 2025-08-07 | $20,656 | $5,864 | $5,864 | $14,792 | 2023-06-16 | |
| 430. SPDR TR UNIT SER 1 | 2025-08-19 | $275,116 | $192,752 | $192,752 | $82,364 | 2014-05-27 | |
| 335. SPDR TR UNIT SER 1 | 2025-09-16 | $221,098 | $156,931 | $156,931 | $64,167 | 2014-05-27 | |
| 3646.673 SIX CIRCLES US UNCONSTR EQ | 2025-09-16 | $72,350 | $22,865 | $22,865 | $49,485 | 2023-06-16 | |
| 553. SPDR TR UNIT SER 1 | 2025-10-27 | $378,929 | $273,006 | $273,006 | $105,923 | 2014-05-27 | |
| 2. SPDR TR UNIT SER 1 | 2025-10-27 | $1,370 | $987 | $987 | $383 | 2014-05-27 | |
| 53265.864 SIX CIRCLES CREDIT OPPORT | 2025-10-27 | $486,850 | $14,960 | $14,960 | $471,890 | ||
| 10800. VANGUARD MORTGAGE-BACKED SEC | 2025-10-27 | $511,731 | $12,208 | $12,208 | $499,523 | 2024-12-10 | |
| 142. JPMORGAN BETABUILDERS JAPAN ETF | 2025-11-24 | $9,607 | $2,085 | $2,085 | $7,522 | 2023-06-16 | |
| 1178. JPMORGAN BETABUILDERS JAPAN ETF | 2025-11-24 | $79,686 | $17,861 | $17,861 | $61,825 | ||
| 3317.704 SIX CIRCLES INTL UNCON EQ | 2025-11-24 | $44,225 | $6,801 | $6,801 | $37,424 | 2021-10-26 | |
| CAPITAL GAIN DIVIDENDS | $237,236 | P | |||||
| CAPITAL GAIN DIVIDENDS | $237,236 | P | |||||
| CAPITAL GAIN DIVIDENDS | $237,236 | P | |||||
| CAPITAL GAIN DIVIDENDS | $237,236 | P | |||||
| CAPITAL GAIN DIVIDENDS | $237,236 | P | |||||
| CAPITAL GAIN DIVIDENDS | $237,236 | P | |||||
| CAPITAL GAIN DIVIDENDS | $237,236 | P | |||||
| CAPITAL GAIN DIVIDENDS | $237,236 | P | |||||
| CAPITAL GAIN DIVIDENDS | $237,236 | P | |||||
| CAPITAL GAIN DIVIDENDS | $237,236 | P | |||||
| CAPITAL GAIN DIVIDENDS | $237,236 | P | |||||
| CAPITAL GAIN DIVIDENDS | $237,236 | P | |||||
| CAPITAL GAIN DIVIDENDS | $237,236 | P | |||||
| CAPITAL GAIN DIVIDENDS | $237,236 | P | |||||
| CAPITAL GAIN DIVIDENDS | $237,236 | P | |||||
| CAPITAL GAIN DIVIDENDS | $237,236 | P | |||||
| CAPITAL GAIN DIVIDENDS | $237,236 | P | |||||
| CAPITAL GAIN DIVIDENDS | $237,236 | P | |||||
| CAPITAL GAIN DIVIDENDS | $237,236 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,057,852 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $22,224 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $22,224 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $22,224 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,116 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $22,491 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $34,607 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $12,383 | OverpaymentAmt |
| Applied To ES Tax | $12,383 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | LA | 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 | JPMORGAN CHASE BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8004962583 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 S DEARBORN IL1-0111 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JP MORGAN CHASE BANK NA | ||||||
| 10 S DEARBORN IL1-0111 | Chicago | IL | 60603 | TRUSTEE | 3 | $104,673 |
| Fredrick M Biedenharn | ||||||
| 400 Texas St fl 10 | Shreveport | LA | 71101 | TRUSTEE | 1 | $0 |
| Henry A Biedenharn | ||||||
| 400 Texas Street fl 10 | Shreveport | LA | 71101 | TRUSTEE | 1 | $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 |
| 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 | $25,408,883 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $353,196 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,802 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $25,764,881 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $25,764,881 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $386,473 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $25,378,408 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,268,920 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,268,920 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $22,224 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $22,224 | TotalTaxAmt |
| Distributable Before Adj | $1,246,696 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,246,696 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,246,696 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,908,864 | 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 | $1,908,864 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,246,696 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $155,214 | 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 | $1,908,864 | QualifyingDistributionsAmt |
| Applied To Year1 | $155,214 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,246,696 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $506,954 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $506,954 | 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 | $506,954 | 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 | $506,954 | 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 | EMY-LOU BIEDENHARN FOUNDATION | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2006 RIVERSIDE DRIVE | AddressLine1Txt |
| City | MONROE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 71201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | POF | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | PROGRAM SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $1,865,185 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,865,185 | 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 | $611,535 | 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 | $1,057,852 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTY INCOME | Desc |
| Exclusion | 15 | ExclusionCd |
| Exclusion | $861 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,670,248 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,670,248 | 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 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EMY-LOU BIEDENHARN FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2006 RIVERSIDE DRIVE | AddressLine1Txt |
| City | MONROE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 71201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2025-12-23 | GrantDt |
| Grant | $1,865,185 | GrantAmt |
| Purpose Of Grant | OPERATING SUPPORT AND CAPITAL IMPROVEMENTS FOR EMY-LOU BIEDENHARN MUSEUM AND GARDENS. | PurposeOfGrantTxt |
| Expended By Grantee | $1,865,185 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | TO THE GRANTOR'S KNOWLEDGE & BASED ON THE PROVISIONS OF THE TRUST DOCUMENT, THE GRANT WAS USED FOR I | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 7/28/2026 | DatesOfReportsByGranteeTxt |
| Verification | 2026-07-28 | VerificationDt |
| Results Of Verification | NO VERIFICATION UNDERTAKEN AS THERE HAS BEEN NO REASON TO DOUBT THE USE OF THE GRANT FUNDS | ResultsOfVerificationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 83002G702 SIX CIRCLES GLOBAL B | $1,111,267 | $996,936 |
| 83002G884 SIX CIRCLES CREDIT O | $514,885 | $538,573 |
| 92206C771 VANGUARD MORTGAGE-BA | $263,637 | $268,356 |
| 92203J407 VANGUARD TOTAL INTL | $804,207 | $786,166 |
| 92206C870 VANGUARD INT-TERM CO | $239,260 | $252,925 |
| 46429B267 ISHARES US TREASURY | $270,133 | $266,745 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 78462F103 SPDR S&P 500 ETF TRU | $1,505,763 | $6,089,546 |
| 315911727 FIDELITY INTL INDX | $578,730 | $834,165 |
| 315911750 FIDELITY 500 INDEX F | $2,278,050 | $5,218,523 |
| 83002G306 SIX CIRCLES US UNCON | $2,121,596 | $3,757,352 |
| 83002G405 SIX CIRCLES INTL UNC | $1,678,573 | $2,457,141 |
| 46641Q191 JPMORGAN BETABUILDER | $542,361 | $557,080 |
| 46641Q217 JPMORGAN BETABUILDER | $552,172 | $774,443 |
| 46641Q225 JPMORGAN BETABUILDER | $299,395 | $600,315 |
| 46641Q233 JPMORGAN BETABUILDER | $391,981 | $430,132 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | HEBLAAAK6 BLACKSTONE PARTNERS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,100,000 | BookValueAmt |
| EOYFMV | $2,679,715 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (8 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| XXX-XX-XXXX SANTA CRUZ S/D HIDAL | $0 | $1 |
| XXX-XX-XXXX CODDINGTON S/D HIDAL | $0 | $1 |
| XXX-XX-XXXX 40A STEELE&PERSHING | $0 | $1 |
| XXX-XX-XXXX 20A STEELE&PERSHING | $0 | $1 |
| XXX-XX-XXXX 53A STEELE&PERSHING | $0 | $2,819 |
| XXX-XX-XXXX 41 AC RIO BRAVO S/D | $0 | $1 |
| XXX-XX-XXXX 25% X 11/80 MI IN 67 | $0 | $1 |
| XXX-XX-XXXX 80 AC RIO BRAVO S/D | $0 | $1 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2025 TRANSACTIONS POSTED IN 2026 | $18,470 |
| MUTUAL FUND EARNINGS | $13 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ROYALTY EXPENSES | $66 | $66 | $0 |
| MINERAL INT-AD VALEROM TAX | $7 | $7 | $0 |
| MINERAL INT PRODUCTION TAX | $35 | $35 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTY INCOME | Desc |
| Revenue And Expenses Per Books | $861 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $861 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2024 TRANSACTIONS POSTED IN 2025 | $21,524 |
| ROUNDING | $1 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $4,523 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $12,116 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $8,071 | $8,071 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $2,258 | $2,258 | $0 |
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