IRENE BESTE TR 774 UA FBO HIGHLAND HOME: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- IRENE BESTE TR 774 UA FBO HIGHLAND HOME (EIN 37-6182409)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-08
- IRS object ID
- 202601289349101515
- 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
- Accounting Fees 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 | 2026-05-08T13:01:15-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 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 | 2026-05-06 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization4947a1 Trtd PF | Yes (X) | Organization4947a1TrtdPFInd |
| FMV Assets EOY | $422,918 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $12,323 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,323 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,971 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $107,865 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,971 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $14 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $14 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $23,308 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $23,308 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $5,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,500 | 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 | $1,550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $775 | 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 | $1,481 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $222 | 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 | $8,046 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,505 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $18,738 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $18,738 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $26,784 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,505 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $18,738 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,476 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $19,803 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $18,101 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,113 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,113 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $157,289 | CorporateStockBOYAmt |
| Corporate Stock EOY | $153,901 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $250,405 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $151,652 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $163,090 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $164,400 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $327,042 | TotalAssetsBOYAmt |
| Total Assets EOY | $325,104 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $422,918 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $327,042 | CapitalStockBOYAmt |
| Capital Stock EOY | $325,104 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $327,042 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $325,104 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $327,042 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $325,104 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $327,042 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,476 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,723 | OtherIncreasesAmt |
| Subtotal | $325,289 | SubtotalAmt |
| Other Decreases | $185 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $325,104 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (94 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 13.514 AQR TM EMERGING MULTI-SYTLE FUND CLASS R | 2023-09-12 | 2025-09-09 | $168 | $128 | $40 | $40 | |
| 7. ALPHABET INC | 2024-09-05 | 2025-09-09 | $1,671 | $1,111 | $560 | $560 | |
| 2. AMAZON.COM INC | 2024-01-23 | 2025-09-09 | $476 | $312 | $164 | $164 | |
| 2. AMPHENOL CORP | 2025-04-04 | 2025-09-09 | $232 | $119 | $113 | $113 | |
| 3. APPLE COMPUTER INC. | 2022-04-04 | 2025-04-04 | $574 | $533 | $41 | $41 | |
| 5. APPLE COMPUTER INC. | 2022-04-04 | 2025-09-09 | $1,170 | $888 | $282 | $282 | |
| 1. BECTON, DICKINSON & CO. | 2023-05-17 | 2025-09-09 | $191 | $251 | -$60 | -$60 | |
| 5. BECTON, DICKINSON & CO. | 2023-03-14 | 2025-10-15 | $934 | $1,160 | -$226 | -$226 | |
| 10. BORGWARNER INC | 2023-03-14 | 2025-09-09 | $437 | $411 | $26 | $26 | |
| 19. BRISTOL MYERS SQUIBB CO. | 2023-05-17 | 2025-06-03 | $916 | $1,256 | -$340 | -$340 | |
| 2. BROADCOM INC | 2023-05-17 | 2025-09-09 | $675 | $123 | $552 | $552 | |
| 1. BROADCOM INC | 2021-11-16 | 2025-09-26 | $335 | $57 | $278 | $278 | |
| .134 CAPITAL ONE FINL CORP | 2023-05-17 | 2025-05-21 | $26 | $13 | $13 | $13 | |
| 1. CITIGROUP INC | 2023-05-17 | 2025-09-09 | $98 | $47 | $51 | $51 | |
| 2. CONSTELLATION ENERGY CORP | 2017-05-31 | 2025-02-26 | $543 | $56 | $487 | $487 | |
| 1. COSTCO WHOLESALE CORPORATION | 2014-03-12 | 2025-05-07 | $1,004 | $115 | $889 | $889 | |
| 13.773 DFA INTERNATIONAL CORE EQUITY I | 2022-04-05 | 2025-09-09 | $267 | $210 | $57 | $57 | |
| 1. DECKERS OUTDOOR CORP COM | 2025-04-14 | 2025-09-09 | $115 | $107 | $8 | $8 | |
| 2. FISERV INC | 2025-07-31 | 2025-11-20 | $121 | $279 | -$158 | -$158 | |
| 9. FISERV INC | 2023-05-17 | 2025-11-20 | $543 | $989 | -$446 | -$446 | |
| 32.276 GMO INTERNATIONAL DEVELOPED EQITY ALLOC | 2022-04-05 | 2025-09-09 | $722 | $516 | $206 | $206 | |
| 1. GOLDMAN SACHS GROUP INC COM | 2023-05-17 | 2025-09-09 | $765 | $329 | $436 | $436 | |
| 376. BLACKROCK INSTITUTIONAL TRUST CO 1-5 YEAR INVESTMENT GRADE CORPOR | 2023-11-06 | 2025-03-17 | $19,566 | $18,755 | $811 | $811 | |
| 377. BLACKROCK INSTITUTIONAL TRUST CO 1-5 YEAR INVESTMENT GRADE CORPOR | 2023-11-06 | 2025-09-09 | $19,970 | $18,805 | $1,165 | $1,165 | |
| 3. J P MORGAN CHASE & CO | 2023-09-12 | 2025-02-26 | $777 | $218 | $559 | $559 | |
| 1. LABCORP HOLDINGS INC COM SHS | 2020-01-31 | 2025-09-09 | $278 | $150 | $128 | $128 | |
| 1. LOWES COS., INC. | 2016-02-22 | 2025-09-09 | $269 | $69 | $200 | $200 | |
| 1. LULULEMON ATHLETICA INC | 2024-12-13 | 2025-09-26 | $172 | $390 | -$218 | -$218 | |
| 2. LULULEMON ATHLETICA INC | 2025-09-09 | 2025-09-26 | $345 | $555 | -$210 | -$210 | |
| 1. MASTERCARD INCORPORATED | 2016-09-07 | 2025-09-09 | $587 | $99 | $488 | $488 | |
| 16. NIKE INC | 2023-05-17 | 2025-04-14 | $887 | $1,680 | -$793 | -$793 | |
| 6. NOVO NORDISK AS | 2024-11-19 | 2025-08-19 | $326 | $615 | -$289 | -$289 | |
| 5. NOVO NORDISK AS | 2024-02-27 | 2025-08-19 | $272 | $612 | -$340 | -$340 | |
| 1. NUCOR CORP | 2023-05-17 | 2025-09-09 | $142 | $140 | $2 | $2 | |
| 1. NVIDIA CORPORATION CORP COM | 2024-06-10 | 2025-09-09 | $168 | $122 | $46 | $46 | |
| 5. OREILLY AUTOMOTIVE INC | 2024-09-05 | 2025-09-09 | $531 | $377 | $154 | $154 | |
| 1. ORACLE CORP | 2020-02-18 | 2025-09-25 | $291 | $55 | $236 | $236 | |
| 5. PHILIP MORRIS INTL INC | 2023-05-17 | 2025-07-31 | $821 | $481 | $340 | $340 | |
| 42.863 CONGRESS MID CAP GROWTH FUND INSTITUTION | 2025-09-09 | 2025-12-08 | $949 | $1,000 | -$51 | -$51 | |
| 174.501 CONGRESS MID CAP GROWTH FUND INSTITUTION | 2023-03-15 | 2025-12-08 | $3,863 | $4,003 | -$140 | -$140 | |
| 3. CHARLES SCHWAB CORP | 2023-12-13 | 2025-09-09 | $281 | $199 | $82 | $82 | |
| 2. UBER TECHNOLOGIES INC COM | 2025-02-26 | 2025-09-09 | $189 | $152 | $37 | $37 | |
| 2. VALERO ENERGY CORPORATION | 2023-03-14 | 2025-09-09 | $324 | $264 | $60 | $60 | |
| 38. VANGUARD S&P 500 ETF | 2025-03-17 | 2025-04-10 | $18,290 | $19,862 | -$1,572 | -$1,572 | |
| 71. VANGUARD TOTAL STOCK MARKET ETF | 2025-04-10 | 2025-09-09 | $22,770 | $18,229 | $4,541 | $4,541 | |
| 6. NVENT ELECTRIC PLC | 2023-05-17 | 2025-10-01 | $599 | $248 | $351 | $351 | |
| 9. LYONDELLBASELL INDUSTRIES NV | 2023-05-17 | 2025-04-04 | $525 | $804 | -$279 | -$279 | |
| CAPITAL GAIN DIVIDENDS | $2,690 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,690 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,690 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,690 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,690 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,690 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,690 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,690 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,690 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,690 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,690 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,690 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,690 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,690 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,690 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,690 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,690 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,690 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,690 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,690 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,690 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,690 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,690 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,690 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,690 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,690 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,690 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,690 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,690 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,690 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,690 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,690 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,690 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,690 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,690 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,690 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,690 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,690 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,690 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,690 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,690 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,690 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,690 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,690 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,690 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,690 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,690 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,971 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $275 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $275 | SubtotalAmt |
| Subtitle A Tax | $1,348 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $158 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $158 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $158 | OverpaymentAmt |
| Applied To ES Tax | $158 | 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 | 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 | $5,000 | 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 | $18,738 | 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 | $33,346 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,241 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $44,587 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $44,587 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $669 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $43,918 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,196 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,196 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $2,196 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,196 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,196 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $18,738 | 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 | $18,738 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,196 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,050 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,190 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $425 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,665 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $18,738 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,196 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $16,542 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $22,207 | 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 | $22,207 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $3,050 | ExcessFromYear3Amt |
| Excess From Year2 | $2,190 | ExcessFromYear2Amt |
| Excess From Year1 | $425 | ExcessFromYear1Amt |
| Excess From Current Year | $16,542 | 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 | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | SUPPORT OF HOME PER | GrantOrContributionPurposeTxt |
| Amt | $18,738 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $18,738 | 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 | $12,323 | 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 | $10,971 | 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 | $23,308 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $23,308 | 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 | $1,550 | Amt |
| Net Investment Income | $775 | NetInvestmentIncomeAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| TRANSACTIONS POSTED AFTER PERIOD END | $17 |
| 2025 FORM 1041 ESTIMATED TAX | $168 |
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 Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Revenue And Expenses Per Books | $14 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $14 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| TAX PREV YR POSTED CURRENT YR | $68 |
| OTHER ADJUSTMENTS | $7 |
| 2022 990-PF TAX REFUND | $1,648 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $31 | $31 | $0 |
| STATE INCOME TAXES - PRINCIPAL | $1,101 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $158 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $111 | $111 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $80 | $80 | $0 |
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