Delaware Group Trust Files Proxy Docs
| Field | Detail |
|---|---|
| Company | Delaware Group State Tax-Free Income Trust |
| Form Type | DEFA14A |
| Filed Date | Jul 17, 2025 |
| Risk Level | low |
| Sentiment | neutral |
Sentiment: neutral
Topics: proxy-filing, mutual-fund, corporate-governance
TL;DR
Proxy filing for Delaware Group State Tax-Free Income Trust out July 17, 2025. Governance details inside.
AI Summary
The Delaware Group State Tax-Free Income Trust filed a DEFA14A on July 17, 2025, detailing proxy information. The filing involves entities such as Ivy Funds and Delaware Group Adviser Funds, both located at 610 Market Street, Philadelphia, PA. These entities have undergone several name changes over the years, reflecting corporate evolution.
Why It Matters
This filing provides crucial information for shareholders regarding the governance and operations of the Delaware Group State Tax-Free Income Trust, impacting their investment decisions.
Risk Assessment
Risk Level: low — This is a routine proxy filing (DEFA14A) and does not contain immediate financial or operational risks.
Key Numbers
- 20250717 — Filing Date (Date the DEFA14A was filed with the SEC)
- 0331 — Fiscal Year End (Fiscal year end for Ivy Funds)
- 1031 — Fiscal Year End (Fiscal year end for Delaware Group Adviser Funds)
Key Players & Entities
- DELAWARE GROUP STATE TAX-FREE INCOME TRUST (company) — Filer of the DEFA14A
- IVY FUNDS (company) — Related entity with previous name changes
- DELAWARE GROUP ADVISER FUNDS (company) — Related entity with previous name changes
- 610 MARKET STREET (company) — Business and mailing address for multiple entities
- PHILADELPHIA (company) — City for business and mailing address
- PA (company) — State for business and mailing address
FAQ
What is the primary purpose of a DEFA14A filing?
A DEFA14A filing is a Definitive Additional Materials filing used to disseminate proxy materials to shareholders, typically for annual meetings where votes are solicited on matters such as director elections or corporate proposals.
When was the Delaware Group State Tax-Free Income Trust filing submitted?
The filing was submitted on July 17, 2025.
What are some of the previous names associated with Ivy Funds?
Ivy Funds was formerly known as W&R Funds Inc. and Waddell & Reed Funds Inc.
Where are the business and mailing addresses for the listed companies?
The business and mailing addresses for Ivy Funds and Delaware Group Adviser Funds are listed as 100 Independence Street and 610 Market Street, Philadelphia, PA 19106-2354.
What is the SEC file number for Ivy Funds?
The SEC file number for Ivy Funds is 811-06569.
Filing Details
This Form DEFA14A (Form DEFA14A) was filed with the SEC on July 17, 2025 regarding DELAWARE GROUP STATE TAX-FREE INCOME TRUST.