Delaware Group Trust Files Proxy Statement
| Field | Detail |
|---|---|
| Company | Delaware Group State Tax-Free Income Trust |
| Form Type | DEFA14A |
| Filed Date | Aug 5, 2025 |
| Risk Level | low |
| Sentiment | neutral |
Sentiment: neutral
Topics: proxy-filing, fund-administration, corporate-governance
TL;DR
Proxy filing for Delaware Group State Tax-Free Income Trust out, shareholders vote soon.
AI Summary
The Delaware Group State Tax-Free Income Trust filed a DEFA14A on August 5, 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 shareholders with crucial information regarding voting rights and corporate governance for 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 inherently indicate new risks or significant changes to the trust's operations.
Key Players & Entities
- DELAWARE GROUP STATE TAX-FREE INCOME TRUST (company) — Filer of the DEFA14A
- IVY FUNDS (company) — Related entity with address at 610 Market Street, Philadelphia, PA
- DELAWARE GROUP ADVISER FUNDS (company) — Related entity with address at 610 Market Street, Philadelphia, PA
- 100 INDEPENDENCE STREET (location) — Part of the business and mail address for related entities
- 610 MARKET STREET (location) — Part of the business and mail address for related entities
- PHILADELPHIA, PA (location) — City and State for business and mail addresses
FAQ
What is the purpose of a DEFA14A filing?
A DEFA14A filing, also known as a Definitive Additional Materials filing, is used to disseminate proxy materials to shareholders when definitive proxy materials have been previously filed.
What is the filing date of this DEFA14A?
The filing date for this DEFA14A is August 5, 2025.
What is the primary entity filing this document?
The primary entity filing this document is the DELAWARE GROUP STATE TAX-FREE INCOME TRUST.
What are the business and mail addresses listed for the related companies?
The business and mail addresses listed for Ivy Funds and Delaware Group Adviser Funds are 100 Independence Street, 610 Market Street, Philadelphia, PA 19106-2354.
Have the filer entities undergone name changes?
Yes, Ivy Funds was formerly known as Ivy Funds Inc., W&R Funds Inc., and Waddell & Reed Funds Inc. Delaware Group Adviser Funds was formerly known as Delaware Group Adviser Funds Inc. /MD/, Delaware Group Adviser Funds Inc., and Lincoln Adviser Funds Inc.
Filing Details
This Form DEFA14A (Form DEFA14A) was filed with the SEC on August 5, 2025 regarding DELAWARE GROUP STATE TAX-FREE INCOME TRUST.