Delaware Group State Tax-Free Income Trust Filing

Delaware Group State Tax-Free Income Trust DEFA14A Filing Summary
FieldDetail
CompanyDelaware Group State Tax-Free Income Trust
Form TypeDEFA14A
Filed DateSep 26, 2025
Risk Levellow
Pages1
Reading Time2 min
Sentimentneutral

Sentiment: neutral

Topics: regulatory-filing, mutual-fund, sec-filing

TL;DR

DEFA14A filed for Delaware Group State Tax-Free Income Trust, fiscal year end 07/31. Check it out.

AI Summary

This DEFA14A filing concerns the Delaware Group State Tax-Free Income Trust, with its fiscal year ending July 31. The filing is from the company Delaware Group Income Funds, located at 610 Market Street, Philadelphia, PA. The filing date is September 26, 2025, and it relates to the 1934 Act with SEC file number 811-02071.

Why It Matters

This filing provides important regulatory information about the Delaware Group State Tax-Free Income Trust, which is crucial for investors to understand the fund's status and compliance.

Risk Assessment

Risk Level: low — This is a routine regulatory filing (DEFA14A) and does not inherently indicate increased risk for the entity.

Key Numbers

  • 0731 — Fiscal Year End (Delaware Group Income Funds fiscal year end)
  • 0331 — Fiscal Year End (Ivy Funds fiscal year end)
  • 811-02071 — SEC File Number (Delaware Group Income Funds SEC File Number)
  • 811-06569 — SEC File Number (Ivy Funds SEC File Number)

Key Players & Entities

  • DELAWARE GROUP STATE TAX-FREE INCOME TRUST (company) — Filer
  • IVY FUNDS (company) — Former Company Name
  • DELAWARE GROUP INCOME FUNDS (company) — Filer
  • 610 MARKET STREET (company) — Business Address
  • PHILADELPHIA (company) — Business City
  • PA (company) — Business State
  • 19106-2354 (company) — Business Zip Code

FAQ

What type of filing is this?

This is a DEFA14A filing, which is a Definitive Statement of Schedule 14A.

What is the primary entity filing this document?

The primary entity identified as a filer is DELAWARE GROUP STATE TAX-FREE INCOME TRUST, with Central Index Key 0000201670.

What is the fiscal year end for Delaware Group Income Funds?

The fiscal year end for Delaware Group Income Funds is July 31 (0731).

Where is the business address for the filers?

The business address listed for the filers is 100 Independence Street, 610 Market Street, Philadelphia, PA 19106-2354.

What is the filing date?

The filing date is September 26, 2025.

Filing Stats: 428 words · 2 min read · ~1 pages · Grade level 11.8 · Accepted 2025-09-26 11:34:30

Filing Documents

From the Filing

14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. __) Filed by the Registrant [X] Filed by a Party other than the Registrant [ ] Check the appropriate box: [ ] Preliminary Proxy Statement [ ] Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) [ ] Definitive Proxy Statement [X] Definitive Additional Materials [ ] Soliciting Material Pursuant to Sec. 240.14a-11(c) or Sec. 240.14a-12 Delaware Group Adviser Funds Delaware Group Equity Funds II Delaware Group Equity Funds IV Delaware Group Equity Funds V Delaware Group Government Fund Delaware Group Income Funds Delaware Group Limited-Term Government Funds Delaware Group State Tax-Free Income Trust Delaware Group Tax-Free Fund Ivy Funds Voyageur Mutual Funds Voyageur Mutual Funds II Voyageur Tax Free Funds (Name of Registrant as Specified In Its Charter) (Name of Person(s) Filing Proxy Statement, if other than the Registrant) Payment of Filing Fee (Check the appropriate box): [X] No fee required. [ ] Fee computed on table below per Exchange Act Rules 14a-6(i)(4) and 0-11. 1. Title of each class of securities to which transaction applies: 2. Aggregate number of securities to which transaction applies: 3. Per unit price or other underlying value of transaction computed pursuant to Exchange Act Rule 0-11 (set forth the amount on which the filing fee is calculated and state how it was determined): 4. Proposed maximum aggregate value of transaction: 5. Total fee paid: [ ] Fee paid previously with preliminary proxy materials. [ ] Check box if any part of the fee is offset as provided by Exchange Act Rule 0-11(a)(2) and identify the filing for which the offsetting fee was paid previously. Identify the previous filing by registration statement number, or the Form or Schedule and the date of its filing. 1. Amount Previously Paid: 2. Form, Schedule or Registration Statement No.: 3. Filing Party: 4. Date Filed: Dear Financial Advisor: The following notification was sent to your clients who held an investment of [ ] shares or greater in the [ ] as of July 3, 2025, and have not yet voted their shares. This letter relates to a special shareholder meeting where shareholders are being asked to approve a new investment advisory agreement for each fund. The shareholder proposal is being sought in connection with the proposed acquisition by Nomura of Macquarie Asset Management's US and European public investments business. The closing of this transaction will result in the automatic termination of each fund's investment advisory agreement with Delaware Management Company, and any sub-advisory agreement, as applicable.

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