BETA

SALIN FOUNDATION INC: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
SALIN FOUNDATION INC (EIN 35-2047694)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-15
IRS object ID
202601359349101270
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)
Return2026-05-15T06:32:08-07:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

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 Begin2025-01-01TaxPeriodBeginDt

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
Signature2026-04-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonERIN L SHIPLEY CPAPreparerPersonNm
PTINP01255400PTIN
Phone3172550777PhoneNum
Preparation2026-05-15PreparationDt
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$1,487,398FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$130ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$36,364DividendsRevAndExpnssAmt
Dividends Net Invst Incm$35,046DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$2,634NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$16,698GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$21,156OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$21,156OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$55,016TotalRevAndExpnssAmt
Total Net Invst Incm$56,202TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$2,490AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,490AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$7,484OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$7,348OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$481TaxesRevAndExpnssAmt
Taxes Net Invst Incm$481TaxesNetInvstIncmAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$0OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$10,455TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$10,319TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$28,040ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$28,040ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$38,495TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$10,319TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$28,040TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$16,521ExcessRevenueOverExpensesAmt
Net Investment Income$45,883NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$314,866SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$396,790SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$396,790SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
US Government Obligations BOY$48,775USGovernmentObligationsBOYAmt
US Government Obligations EOY$34,150USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$34,744USGovtObligationsEOYFMVAmt
Corporate Stock BOY$459,017CorporateStockBOYAmt
Corporate Stock EOY$454,309CorporateStockEOYAmt
Corporate Stock EOYFMV$1,013,437CorporateStockEOYFMVAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments BOY$42,896OtherInvestmentsBOYAmt
Other Investments EOY$42,427OtherInvestmentsEOYAmt
Other Investments EOYFMV$42,427OtherInvestmentsEOYFMVAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$865,554TotalAssetsBOYAmt
Total Assets EOY$927,676TotalAssetsEOYAmt
Total Assets EOYFMV$1,487,398TotalAssetsEOYFMVAmt
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$865,554RetainedEarningBOYAmt
Retained Earning EOY$927,676RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$865,554TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$927,676TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$865,554TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$927,676TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$865,554TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$16,521ExcessRevenueOverExpensesAmt
Other Increases$45,900OtherIncreasesAmt
Subtotal$927,975SubtotalAmt
Other Decreases$299OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$927,676TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtDepreciationDepreciationAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtFMV As Of123169FMVAsOf123169AmtAdjusted Basis As Of123169AdjustedBasisAsOf123169AmtExcess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CARMEL COUNTY 2.9% 01/15/25P2018-01-262025-01-15$15,000$0$14,625$375$0$0$0$375
CAPITAL ONE FINANCIAL CORPP2012-11-072025-05-23$164$0$35$129$0$0$0$129
WALGREENS BOOTS ALLIANCE INCP2011-12-272025-09-02$1,534$0$4,672-$3,138$0$0$0-$3,138
FieldValueIRS element (for citing)
Capital Gain Net Income-$2,634CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$638InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$638SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$638TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$130EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$130TotalPaymentsAndCreditsAmt
Original Return Tax Paid$130OriginalReturnTaxPaidAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$17EsPenaltyAmt
Tax Due$525TaxDueAmt
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 SIX LOCAL AND EIGHT NATIONAL ORGANIZATIONS TO HELP PROVIDE CULTURAL AND ENVIRONMENTAL AWARENESS, PHYSICAL FITNESS AND EDUCATIONDescription1Txt
Expenses1$28,040Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,070,178AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$378,725AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,448,903TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,448,903AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$21,734CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,427,169NetVlNoncharitableAssetsAmt
Minimum Investment Return$71,358MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$71,358MinimumInvestmentReturnAmt
Tax Based On Investment Income$638TaxBasedOnInvestmentIncomeAmt
Total Tax$638TotalTaxAmt
Distributable Before Adj$70,720DistributableBeforeAdjAmt
Distributable Before Ded$70,720DistributableBeforeDedAmt
Distributable As Adjusted$70,720DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$28,040ExpensesAndContributionsAmt
Qualifying Distributions$28,040QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$70,720DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$100,324ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,670,854ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$24,323ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,795,501TotalExcessDistributionCyovAmt
Qualifying Distributions$28,040QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$28,040AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$42,680ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$42,680ExcessDistributionCyovAppCYAmt
Total Corpus$1,752,821TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,752,821ExcessDistriCyovToNextYrAmt
Excess From Year4$57,644ExcessFromYear4Amt
Excess From Year3$1,670,854ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$24,323ExcessFromYear1Amt
Excess From Current Year$0ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
MATTHEW ZONGHETTI SCHOLARSHIP FUND
26 KING ARTHUR WAYMANSFIELDMA02048NCEDUCATIONAL$2,500
ALL ROADS - BOULDER SHELTER FOR STACEY ROONEY
4869 NORTH BROADWAYBOULDERCO80304NCSOCIAL SERVICES$540
CARMELITE MONASTERY
59 ALLENDALETERRE HAUTEIN47802NCREGLIOUS$500
WAWASEE AREA CONSERVANCY FOUNDATION
PO BOX 548SYRACUSEIN46567PCENVIRONMENTAL$500
CHRIST BY THE SEA CHURCH
HIGHWAY A1AVERO BEACHFL32963NCRELIGIOUS$12,000
ERIKA'S LIGHTHOUSE
PO BOX 616WINNETKAIL60093NCENVIRONMENTAL$250
HAYMAKERS FOR HOPE
501 BOYLSTON STREETBOSTONMA02116NCSOCIAL SERVICES$250
IMMACULATE HEART OF MARY
5692 CENTRAL AVENUEINDIANAPOLISIN46220NCRELIGIOUS$7,500
INDIANAPOLIS CULTURAL TRAIL
132 W WALNUT STREETINDIANAPOLISIN46204PCENVIRONMENTAL$1,000
IU FOUNDATION LUNG CANCER
545 BARNHILL DRIVEINDIANAPOLISIN46202PCMEDICAL$1,000
JACKSON'S CHANCE
1953 N CLYBOURN AVECHICAGOIL60614NCSOCIAL SERVICES$500
MICHAEL J FOX FOUNDATION
PO BOX 5014HAGERSTOWNMD21741PCMEDICAL$250
GLIOBLASTOMA RESEARCH ORGANIZATION
2045 BISCAYNE BLVDMIAMIFL33137PCMEDICAL$250
WPOA FIREWORKS BARGE
PO BOX 427SYRACUSEIN46567NCSOCIAL SERVICES$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$28,040TotalGrantOrContriPdDurYrAmt
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$36,364RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$36,364RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$36,364TotalIncomeProducingActyAmt

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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
COMMON STOCK$204,605$724,333
FOREIGN STOCK$10,223$22,478
MUTUAL FUNDS - EQUITY$193,596$218,851
MUTUAL FUNDS - FIXED INCOME$39,912$39,819
ETF - EQUITY$5,973$7,956

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
State Local Sec Book Vl EOY$34,150StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$34,744StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemFarmbelt Investment LoanCategoryOrItemTxt
Book Value$42,427BookValueAmt
EOYFMV$42,427EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (3 entries)

DescDescAmtAmt
1099/LEDGER INTEREST & DIVIDEND INCOME DIFF$79
2024 FEDERAL TAX$90
2025 ESTIMATED FEDERAL TAX PAYMENTS$130

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
L-T CAP GAIN DIVIDENDS$17,676$17,676
INTEREST ON INVESTMENT LOAN$3,480$3,480

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
1099/LEDGER FOREIGN TAX DIFF$107
ADJUSTMENT PER 12/31/2024 AMENDED 990PF$45,793

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryHorizon Bank Investment Mgt FeesCategoryTxt
Amt$7,484Amt
Net Investment Income$7,348NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryForeign TaxCategoryTxt
Amt$481Amt
Net Investment Income$481NetInvestmentIncomeAmt

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