2025-07-25T00:33:37-05:00 2024-12-31 481111111 CBIZ ADVISORS LLC 3925 RIVER CROSSING PKWY STE 100 INDIANAPOLIS IN 46240 990 2024-01-01 830614420 NEW LEAF NATIONAL TRUST NEWL 3178418795 PO BOX 501877 INDIANAPOLIS IN 462506877 GARY NEAD TREASURER 3178418795 2025-07-24 1 1 C BRIAN THRASHER P00415434 3174722200 2025-07-24 2024 2025-03-06 01:10:19Z GARY NEAD PO BOX 501877 INDIANAPOLIS IN 462506877 391654 0 X WWW.NEWLEAFSNT.ORG X 2019 IN TO PROVIDE MEDICAID, SSI AND OTHER MEANS-TESTED BENEFITS RECIPIENTS WHO HAVE BEEN INJURED IN A PERSONAL INJURY, MEDICAL MALPRACTICE, CLASS ACTION, OR OTHER LAWSUITS WITH THE FINEST, MOST COMPASSIONATE AND FASTEST SERVICE AVAILABLE FROM A POOLED SPECIAL NEEDS TRUST-AND TO DO SO WITH THE UTMOST OF COMPETENCE, LEGAL EXPERTISE, AND UNDERSTANDING. 8 8 0 0 0 0 0 0 371685 391654 0 0 0 0 371685 391654 0 0 0 0 297077 205221 0 0 0 319360 492014 616437 697235 -244752 -305581 17201640 16709185 18361016 18174142 -1159376 -1464957 X TO PROVIDE MEDICAID, SSI AND OTHER MEANS-TESTED BENEFITS RECIPIENTS WHO HAVE BEEN INJURED IN A PERSONAL INJURY, MEDICAL MALPRACTICE, CLASS ACTION, OR OTHER LAWSUITS WITH THE FINEST, MOST COMPASSIONATE AND FASTEST SERVICE AVAILABLE FROM A POOLED SPECIAL NEEDS TRUST-AND TO DO SO WITH THE UTMOST OF COMPETENCE, LEGAL EXPERTISE, AND UNDERSTANDING. 0 0 692513 391654 PROVIDED POOLED TRUST SERVICES TO DISABLED INDIVIDUALS WHO RECEIVE MEANS-TESTED BENEFITS. 692513 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 0 0 IN X THE ORGANIZATION 3178418795 PO BOX 501877 INDIANAPOLIS IN 46250 X MATT RAYMOND DIRECTOR 1.00 X 0 0 0 JEFFREY L BINKLEY DIRECTOR 1.00 X 0 0 0 KENN BARBEE DIRECTOR 40.00 X 0 0 0 MICHAEL SCOTT DIRECTOR 1.00 X 0 0 0 LARRY CAGLE PRESIDENT 1.00 X 0 0 0 KIRK LEBLANC VICE PRESIDENT 1.00 X 0 0 0 SUSAN HARGROVE SECRETARY 1.00 X 0 0 0 GARY NEAD TREASURER 2.00 X 0 0 0 0 0 0 0 0 0 0 PROFESSIONAL FIDUCIARY SERVICES (PFS) 11231 BERKELY CT FISHERS IN 46038 MANAGEMENT AND STAFF SERVICES 475506 1 PROGRAM SERVICE FEES 541900 391654 391654 391654 391654 391654 0 0 205221 205221 389430 389430 6295 6295 10300 10300 3119 3119 1204 1204 11763 11763 168 168 7692 7692 43034 43034 POSTAGE AND DELIVERY 8079 8079 TELEPHONE 4878 4878 BANK CHARGES 4722 4722 MEMBERSHIP AND DUES 1120 1120 210 210 697235 692513 4722 0 24900 31990 17176740 16677195 17201640 16709185 -1421 17178601 16080166 1183836 2093976 18361016 18174142 X -1159376 -1464957 -1159376 -1464957 17201640 16709185 -305581 0 X 0 0 0 X 84750 133 84883 123344 276266 169838 371685 391654 1332787 208094 276399 169838 371685 391654 1417670 0 0 0 1417670 208094 276399 169838 371685 391654 1417670 1.00000 0.00000 X 0 1 X 0 TRUST ESCROW DEPOSITS 16677195 16677195 SBA EIDL LOAN 150000 LOAN FROM THE NATIONAL FOUNDATION FOR SPECIAL NEEDS INTEGRITY 1943976 2093976 PART IV, LINE 2B: THE ASSETS ARE FOR BENEFICIARIES ONLY. THE NEW LEAF NATIONAL TRUST ACTS AS A TRUSTEE AND PROVIDES POOLED TRUST SERVICES TO DISABLE INDIVIDUALS. THE ORGANIZATION HOLDS FUNDS IN CUSTODIAL ACCOUNTS. A TRUST ESCROW ASSET AND ASSOCIATED ESCROW LIABILITY ARE PRESENTED ON THE BALANCE SHEET. FORM 990, PART VI, SECTION A, LINE 3 NEW LEAF NATIONAL TRUST USED PROFESSIONAL BUSINESS SERVICES OF INDIANA, LLC (PBS) TO PERFORM SOME CONTRACT, MANAGEMENT CONSULTING AND MARKETING SERVICES (26-3803191). $62,167 WAS PAID FOR THE TWELVE MONTHS ENDED 12/31/2024. GARY NEAD IS A 100% OWNER EMPLOYEE OF PBS. GARY NEAD IS THE TREASURER OF THE BOARD OF NEW LEAF NATIONAL TRUST INC. NEW LEAF NATIONAL TRUST CONTRACTED PROFESSIONAL FIDUCIARY SERVICES (PFS) TO PROVIDE MANAGEMENT AND STAFF SERVICES TO NEW LEAF. $475,506 WAS PAID FOR THE TWELVE MONTHS ENDED 12/31/2024. GARY NEAD AND MATT RAYMOND EACH OWN 40% OF PFS. MICHAEL SCOTT IS A 10% OWNER OF PFS. GARY NEAD (TREASURER), MATT RAYMOND, AND MICHAEL SCOTT ARE ALL BOARD MEMBERS OF NEW LEAF NATIONAL TRUST INC. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN IS SUBMITTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C KEY OFFICERS ARE REQUIRED TO DISCLOSE ANNUAL INTEREST THAT COULD GIVE RISE TO CONFLICTS. THE TAXPAYER DID REGULARLY AND CONSISTENTLY MONITOR AND ENFORCE COMPLIANCE. FORM 990, PART VI, SECTION B, LINE 15A TO DETERMINE THE TOP EXECUTIVE SALARY, NEW LEAF NATIONAL TRUST FOLLOWED A WRITTEN EXECUTIVE COMPENSATION POLICY WHICH INCLUDED REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABILITY DATA AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. FORM 990, PART VI, SECTION C, LINE 18 THE DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE PRESIDENT PROVIDES.