IRA G AND THERESA L BOOTS FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- IRA G AND THERESA L BOOTS FAMILY FOUNDATION (EIN 47-7332505)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202611349349102416
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T10:50:14-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 351346211 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARDING SHYMANSKI & CO PSC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3677 | AddressLine1Txt |
| City | EVANSVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47735 | 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 | 477332505 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE IRA G & THERESA L BOOTS FAMILY FOUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | IRAG | BusinessNameControlTxt |
| Phone | 8124304484 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3430 RED BANK ROAD | AddressLine1Txt |
| City | EVANSVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47720 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | IRA BOOTS | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 8124304484 | PhoneNum |
| Signature | 2026-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHELE R GRAHAM | PreparerPersonNm |
| PTIN | P00742467 | PTIN |
| Phone | 8124649161 | PhoneNum |
| Preparation | 2026-05-11 | PreparationDt |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,926,989 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,017,295 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $14,626 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,626 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,971,584 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,205,016 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,971,584 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,003,505 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,986,210 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,220 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,610 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,610 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,567 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,567 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $551 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $269 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,338 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,446 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,610 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $560,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $560,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $566,338 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,446 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $561,610 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,437,167 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,981,764 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $15,205 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $69,468 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $69,468 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $229,714 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,351,354 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,420,767 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $109,939 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $435,966 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $436,754 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $354,858 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,856,788 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,926,989 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $354,858 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,856,788 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $354,858 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,856,788 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $354,858 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,856,788 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $354,858 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,437,167 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,792,025 | SubtotalAmt |
| Other Decreases | $1,935,237 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,856,788 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (31 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| ARTISAN EMERG MRKTS DEBT | 2025-10-17 | $1,639 | $1,584 | $55 | $55 | |
| CALVERT EQUITY FUND | 2025-09-09 | $2,249 | $2,207 | $42 | $42 | |
| CALVERT SMALL CAP | 2025-01-17 | $2,787 | $2,464 | $323 | $323 | |
| ISHARES TR RUS 1000 | 2025-04-21 | $7,918 | $9,556 | -$1,638 | -$1,638 | |
| ISHARES TR US MED | 2025-09-03 | $618 | $604 | $14 | $14 | |
| MATERALS SELECT SECTOR | 2025-10-20 | $16 | $16 | $0 | $0 | |
| MFS MID CAP VALUE FUND | 2025-11-25 | $8,877 | $8,691 | $186 | $186 | |
| PRINCIPAL MID CAP VALUE FUND | 2025-11-25 | $8,681 | $8,691 | -$10 | -$10 | |
| VANGUARD EMERGING MRKTS BOND | 2025-01-17 | $502 | $500 | $2 | $2 | |
| ADVANCED MICRO STRATEGY | 2025-12-19 | $655,345 | $34,109 | $621,236 | $621,236 | |
| AMERICAN NEW WORLD FUND | 2025-10-17 | $4,395 | $3,425 | $970 | $970 | |
| BAIRD AGGREGATE BOND FUND | 2025-10-17 | $17,575 | $17,663 | -$88 | -$88 | |
| BAIRD ULTRASHORT BOND FUND | 2025-10-17 | $10,864 | $10,760 | $104 | $104 | |
| BROADCOM INC COM | 2025-12-19 | $136,119 | $18,363 | $117,756 | $117,756 | |
| CALVERT EQUITY FUND | 2025-09-02 | $30,522 | $25,456 | $5,066 | $5,066 | |
| CALVERT SMALL CAP | 2025-01-17 | $12,563 | $10,444 | $2,119 | $2,119 | |
| COLUMBIA DIVIDEND INCOME | 2025-11-25 | $15,200 | $14,458 | $742 | $742 | |
| HEALTHCARE SELECT SECTOR | 2025-04-02 | $2,305 | $2,112 | $193 | $193 | |
| ISHARES TR RUS 1000 | 2025-10-17 | $8,418 | $6,667 | $1,751 | $1,751 | |
| MACQUIRE SMALL CAP | 2025-10-17 | $2,146 | $1,891 | $255 | $255 | |
| MATERIALS SELECT SECTOR | 2025-10-20 | $1,039 | $962 | $77 | $77 | |
| MFS INTERNATIONAL DIVERSIFICATION | 2025-10-17 | $6,804 | $5,543 | $1,261 | $1,261 | |
| NVIDIA CORPORATION | 2025-12-22 | $1,235,959 | $28,515 | $1,207,444 | $1,207,444 | |
| PIMCO LONG TERM CREDIT BOND | 2025-04-21 | $2,401 | $2,574 | -$173 | -$173 | |
| SPDR GOLD TR GOLD | 2025-10-17 | $2,738 | $1,147 | $1,591 | $1,591 | |
| VANGUARD EMERGING MRKTS BOND | 2025-01-17 | $7,405 | $6,949 | $456 | $456 | |
| VANGUARD WORLD FD CONSUM | 2025-10-17 | $2,174 | $2,044 | $130 | $130 | |
| VANGUARD WORLD FD INDUSTRIAL | 2025-10-17 | $2,345 | $1,978 | $367 | $367 | |
| VANGUARD WORD FD INF TECH | 2025-09-02 | $4,819 | $2,798 | $2,021 | $2,021 | |
| SPDR GOLD TR GOLD | 2025-12-05 | $3,159 | $1,261 | $1,898 | $1,898 | |
| CAPITAL GAINS DIVIDENDS | $7,434 | $7,434 | $7,434 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,971,584 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $27,547 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $27,547 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $27,547 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $14 | EsPenaltyAmt |
| Tax Due | $27,561 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IRA G BOOTS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8124304484 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3430 RED BANK ROAD | AddressLine1Txt |
| City | EVANSVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47720 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| IRA BOOTS | ||||||||
| 3430 N RED BANK RD | EVANSVILLE | IN | 47720 | OFFICER | 0.10 | $0 | $0 | $0 |
| THERESA BOOTS | ||||||||
| 3430 N RED BANK RD | EVANSVILLE | IN | 47720 | OFFICER | 0.10 | $0 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $508,461 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,750 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $528,211 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $528,211 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,923 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $520,288 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $26,014 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $26,014 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $27,547 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $27,547 | TotalTaxAmt |
| Distributable Before Adj | $0 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $0 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $561,610 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $561,610 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $3,671 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $12,681 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $16,352 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $561,610 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $561,610 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $577,962 | 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 | $577,962 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $3,671 | ExcessFromYear3Amt |
| Excess From Year2 | $12,681 | ExcessFromYear2Amt |
| Excess From Current Year | $561,610 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| RIGHT TO LIFE OF SOUTHWEST INDIANA | ||||||
| 20 NW 3RD ST STE 810 | EVANSVILLE | IN | 477081252 | PC | CHARITABLE CONTRIBUTION | $10,000 |
| JUNIOR ACHIEVEMENT OF SW INDIANA | ||||||
| 431 E DIAMOND AVE | EVANSVILLE | IN | 47711 | PC | CHARITABLE CONTRIBUTION | $50,000 |
| MATER DEI HIGH SCHOOL | ||||||
| 1300 HARMONY WAY | EVANSVILLE | IN | 47720 | PC | CHARITABLE CONTRIBUTION | $500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $560,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,626 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,971,584 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,986,210 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,986,210 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| IRA THERESA BOOTS | ||||||
| 1 | 3430 N RED BANK RD | EVANSVILLE | IN | 47720 | $503,269 | Yes (X) |
| ABIG HOLDINGS LLC | ||||||
| 2 | 3430 N RED BANK RD | EVANSVILLE | IN | 47720 | $1,514,026 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,220 | Amt |
| Net Investment Income | $1,610 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,610 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BAIRD AGGREGATE BOND FUND INSTL | $197,093 | $197,399 |
| BAIRD ULTRA SHORT BOND FUND INSTL | $144,633 | $144,460 |
| BLACKROCK HIGH YIELD BOND INSTITUTIONAL | $40,226 | $40,520 |
| PIMCO LONG-TERM CREDIT BOND FD INST | $54,014 | $54,375 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (21 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN NEW WORLD FUND CL F2 | $71,193 | $74,983 |
| ARTISAN EMERG MRKTS DEBT OPPORT | $33,646 | $33,943 |
| COLUMBIA DIVIDEND INCOME FUND ADV | $290,240 | $304,718 |
| MFS INTERNATIONAL DIVERSIFICATION CL I | $151,992 | $153,661 |
| NORMURA SMALL CAP CORE INSTL | $63,652 | $65,565 |
| NUVEEN PREFERRED SECS AND INC CL I | $19,750 | $20,254 |
| ISHARES TR RUS 1000 GRW ETF | $247,682 | $257,776 |
| MATERIALS SELECT SECTOR SPDR | $1,872 | $1,869 |
| SELECT SECTOR SPDR TR COMMUNICATION | $36,504 | $41,335 |
| SELECT SECTOR SPDR TR ENERGY | $9,331 | $9,572 |
| SELECT SECTOR SPDR TR FINANCIAL | $43,254 | $46,466 |
| SELECT SECTOR SPDR TR UTILITIES | $4,408 | $4,500 |
| SELECT SECTOR SPDR TR HEALTHCARE | $22,158 | $22,997 |
| SELECT SECTOR SPDR TR CONSUMER DISC | $33,958 | $37,620 |
| SERIES PORTFOLIOS TRUST | $39,793 | $39,927 |
| VANGUARD MID CAP INDEX FUND | $79,536 | $78,958 |
| VANGUARD WORLD FD CONSUM STP ETF | $9,615 | $9,777 |
| VANGUARD WORLD FD INDUSTRIAL ETF | $23,109 | $26,195 |
| VANGUARD WORLD FD INF TECH ETF | $113,264 | $128,637 |
| SELECT SECTOR SPDR TR RL EST SEL SEC | $4,887 | $4,945 |
| SPDR GOLD TR GOLD SHS | $51,510 | $57,069 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX DIFFERENCE ON SECURITIES RECEIVED IN CURRENT YEAR DONATIONS | Desc |
| Amt | $1,935,237 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEES | $2,567 | $2,567 | $0 |
| MISC EXPENSES | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 990PF TAX DUE WITH PRIOR YEAR RETURN | $282 | $0 | $0 |
| FOREIGN TAX ON DIVIDENDS | $269 | $269 | $0 |
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