2024-11-15T17:11:56-08:00 2023-12-31 421466585 Jean E Ballinger CPA 2752 Division Street Burlington IA 52601 990PF 2023-01-01 856725647 Jean Miletich Charitable Foundation JEAN 3197527500 PO Box 28 Burlington IA 52601 Jean E Ballinger Trustee 3197527500 2024-11-15 true true Jean E Ballinger P00128821 3197527500 2024-11-15 X 2023 2024-10-15 13:58:12Z X 2907801 X 180362 168 168 0 93164 93164 -22050 320938 0 0 0 251644 93332 0 15300 14000 0 0 22402 20402 562 562 0 0 38264 34964 0 141587 141587 179851 34964 141587 71793 58368 0 96642 6118 6118 27800 31075 31075 0 0 302710 306057 306057 1783493 1890939 1890939 627519 673612 673612 0 0 0 3000 0 0 2841164 2907801 2907801 0 0 0 0 0 X 2841164 2907801 2841164 2907801 2841164 2907801 2841164 71793 29773 2942730 34929 2907801 Publicly traded securities 310926 0 342988 -32062 0 0 0 -32062 10012 0 0 10012 0 0 0 10012 -22050 811 0 811 0 811 1777 0 1777 -1777 966 966 false false false false false false false true true IL false false true false false true N/A Jean Ballinger CPA 3197527500 PO Box 28 Burlington IA 526010028 false false false false false false false false false false false false false false false false false false false false Jean Ballinger CPA PO Box 28 Burlington IA 52601 Trustee 10.00 15300 0 0 Jean Ballinger CPA PO Box 28 Burlington IA 52601 Tax Prep 4.00 2000 0 0 NONE 0 NONE 0 All income will be distributed at least annually to the sole named charitable beneficiary. 141587 2701832 158527 0 2860359 0 2860359 42905 2817454 140873 140873 811 811 140062 140062 140062 141587 141587 140062 141587 0 0 0 0 0 0 141587 141587 0 0 0 0 0 0 140062 0 0 0 0 0 0 0 NONE NONE X Quad City Animal Welfare Center 724 West Second Avenue Milan IL 61264 None Animal Welfare 141587 141587 14 168 14 93164 14 -22050 71282 71282 false false false false false false false false false false X X 1 Jean Miletich Trust PO Box 28 Burlington IA 52601 180362 X Publicly traded securities 310926 342988 -32062 Capital gain dividends 10012 0 10012 Western Asset SMASH funds acct #9677 487624 487624 Other corporate bonds acct #9677 185988 185988 Stocks acct #6012 739985 739985 Deere stock & REITs acct #8380 649650 649650 T Rowe Price mutual funds acct #7516 501304 501304 306057 306057 Prepaid excise taxes 3000 0 0 Unrealized losses 31929 Decrease in prepaid excise tax 3000 Nondividend distribs & Return of capital 29773 LPL Financial Svcs Investment fees 20402 20402 Jean Ballinger CPA Tax prep fees 2000 0 Foreign tax on divs 562 562