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JOANN AND LEONARD ISBAN CHARITABLE FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
JOANN AND LEONARD ISBAN CHARITABLE FOUNDATION (EIN 30-0229875)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-13
IRS object ID
202601339349104955
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-13T18:43:09-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN350921680PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CROWE LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12200 ROSS AVENUE SUITE 4200EAddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75201ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN300229875EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JOANN AND LEONARD ISBAN CHARITABLEBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlJOANBusinessNameControlTxt
Phone5749364068PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line117582 FOX VALLEY COURTAddressLine1Txt
CityGRANGERCityNm
State AbbreviationINStateAbbreviationCd
ZIP46530ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJESSICA MAICHPersonNm
Person TitleCO-TRUSTEEPersonTitleTxt
Phone5749364068PhoneNum
Signature2026-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLORI MCLAUGHLINPreparerPersonNm
PTINP01231707PTIN
Phone2147775200PhoneNum
Preparation2026-05-06PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7,577,865FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$113,271InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$113,271InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$135,288DividendsRevAndExpnssAmt
Dividends Net Invst Incm$135,288DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$93,153NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,197,368GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$93,153CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$341,712TotalRevAndExpnssAmt
Total Net Invst Incm$341,712TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,756AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,378AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,378AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$4,590TaxesRevAndExpnssAmt
Taxes Net Invst Incm$540TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$21,670OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$21,670OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$29,016TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$23,588TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,378TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$347,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$347,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$376,516TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$23,588TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$348,878TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$34,804ExcessRevenueOverExpensesAmt
Net Investment Income$318,124NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$5,063CashBOYAmt
Cash EOY$11,013CashEOYAmt
Cash EOYFMV$11,013CashEOYFMVAmt
Sav And Temp Cash Invst BOY$668,501SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$296,565SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$296,565SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,744,903CorporateStockBOYAmt
Corporate Stock EOY$3,341,676CorporateStockEOYAmt
Corporate Stock EOYFMV$4,672,529CorporateStockEOYFMVAmt
Corporate Bonds BOY$2,830,615CorporateBondsBOYAmt
Corporate Bonds EOY$2,565,024CorporateBondsEOYAmt
Corporate Bonds EOYFMV$2,597,758CorporateBondsEOYFMVAmt
Total Assets BOY$6,249,082TotalAssetsBOYAmt
Total Assets EOY$6,214,278TotalAssetsEOYAmt
Total Assets EOYFMV$7,577,865TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$6,249,082RetainedEarningBOYAmt
Retained Earning EOY$6,214,278RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$6,249,082TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,214,278TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,249,082TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,214,278TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,249,082TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$34,804ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$6,214,278SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$6,214,278TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$1,107,515$1,104,215$3,300$3,300
CAPITAL GAIN DISTRIBUTIONP$89,853$89,853$89,853
FieldValueIRS element (for citing)
Capital Gain Net Income$93,153CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,422InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,422SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,422TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,462EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,462TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$1EsPenaltyAmt
Tax Due$961TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateINOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSUSAN PAYNEIndividualWithBooksNm
Phone5749364068PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line110240 PRETTY LAKEAddressLine1Txt
CityPLYMOUTHCityNm
State AbbreviationINStateAbbreviationCd
ZIP46563ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JESSICA MAICH
17582 FOX VALLEY COURTGRANGERIN46530CO-TRUSTEE0.00$0$0$0
SUSAN PAYNE
17582 FOX VALLEY COURTGRANGERIN46530CO-TRUSTEE0.00$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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$6,888,492AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$528,565AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$7,417,057TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$7,417,057AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$111,256CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,305,801NetVlNoncharitableAssetsAmt
Minimum Investment Return$365,290MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$365,290MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,422TaxBasedOnInvestmentIncomeAmt
Total Tax$4,422TotalTaxAmt
Distributable Before Adj$360,868DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$360,868DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$360,868DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$348,878ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$348,878QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$360,868DistributableAsAdjustedAmt
Undistributed Income PY$336,643UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$348,878QualifyingDistributionsAmt
Applied To Year1$336,643AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$12,235AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$348,633UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSUSAN PAYNE CO-TRUSTEERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line117582 FOX VALLEY COURTAddressLine1Txt
CityGRANGERCityNm
State AbbreviationINStateAbbreviationCd
ZIP46530ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5749364068RecipientPhoneNum
Form And Info And MaterialsLETTERFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsQUALIFIED 501 (C) (3) ORGANIZATIONS IN MARSHALL COUNTY, INDIANARestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BOYS & GIRLS CLUB OF MARSHALL COUNTY
314 E JEFFERSON STPLYMOUTHIN46563NONEPCGENERAL SUPPORT$130,000
CULTIVATE CULINARY SCHOOL AND CATERING
1403 PRAIRIE AVESOUTH BENDIN46613NONEPCGENERAL SUPPORT$30,000
HANNAH'S HOUSE INC
410 S SPRING STMISHAWAKAIN38105NONEPCGENERAL SUPPORT$10,000
O'HANA HERITAGE FOUNDATION DBA A ROSIE PLACE
53131 QUINCE RDSOUTH BENDIN46628NONEPCGENERAL SUPPORT$22,500
ST JUDE CHILDREN'S RESEARCH HOSPITAL
262 DANNY THOMAS PLACEMEMPHISTN38105NONEPCGENERAL SUPPORT$10,000
ST MICHAEL CATHOLIC SCHOOL
612 N CENTER STPLYMOUTHIN46563NONEPCGENERAL SUPPORT$50,000
ST MICHAEL CATHOLIC CHURCH
627 N WALNUT STPLYMOUTHIN46563NONEPCGENERAL SUPPORT$40,000
STJOSEPH GRADE SCHOOL
216 N HILL STSOUTH BENDIN46617NONEPCGENERAL SUPPORT$50,000
THE CONGREGATION OF HOLY CROSS
PO BOX 1064NOTRE DAMEIN465560541NONEPCGENERAL SUPPORT$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$347,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$113,271ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$135,288ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$93,153ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$341,712ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$341,712TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREP FEESCategoryTxt
Amt$2,756Amt
Net Investment Income$1,378NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,378DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondINDIANA TRUST - FIXED INCOMEBondNm
EOY Book Value$2,565,024EOYBookValueAmt
EOYFMV$2,597,758EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockPUBLICLY TRADED SECURITIESStockNm
EOY Book Value$3,341,676EOYBookValueAmt
EOYFMV$4,672,529EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT FEESDesc
Revenue And Expenses Per Books$21,670RevenueAndExpensesPerBooksAmt
Net Investment Income$21,670NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$540$540$0
EXCISE TAX$4,050$0$0

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