MICHAEL P & LORENA K SCHMITT FBO EVANSVILLE PROTESTANT HOME: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MICHAEL P & LORENA K SCHMITT FBO EVANSVILLE PROTESTANT HOME (EIN 35-6396177)
- Tax period
- 2022-10-01 to 2023-09-30
- Filed
- 2023-12-28
- IRS object ID
- 202420129349100502
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-12-28T14:00:25-06:00 | ReturnTs |
| Tax Period End | 2023-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010604131 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUST PROCESSING SOLUTIONS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 894 | AddressLine1Txt |
| City | MILFORD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 451500894 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 356396177 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHMITT FBO EVILLE PROTESTANT HOME XXX-XX-XXXX | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCHM | BusinessNameControlTxt |
| Phone | 8008300362 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 207 | AddressLine1Txt |
| City | EVANSVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 477020207 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | OLD NATIONAL WEALTH MANAGEMENT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8008300362 | PhoneNum |
| Signature | 2023-10-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOUG HART | PreparerPersonNm |
| PTIN | P00241831 | PTIN |
| Phone | 5137748805 | PhoneNum |
| Preparation | 2023-10-25 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $128,129 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $2,712 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,712 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,360 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $98,770 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,360 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $16,072 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,072 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,593 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $276 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,317 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $210 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $2,803 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $286 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,317 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,303 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $286 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,817 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $11,769 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,786 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $113,415 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $125,170 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $128,129 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $113,415 | TotalAssetsBOYAmt |
| Total Assets EOY | $125,170 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $128,129 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $113,415 | CapitalStockBOYAmt |
| Capital Stock EOY | $125,170 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $113,415 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $125,170 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $113,415 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $125,170 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $113,415 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $11,769 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $125,184 | SubtotalAmt |
| Other Decreases | $14 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $125,170 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (68 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 39.112 INVESCO OPPENHEIMER INTL GROWTH CL R6 FD #7063 | 2022-06-23 | 2022-10-25 | $1,214 | $1,420 | -$206 | -$206 | |
| 92.765 INVESCO OPPENHEIMER INTL GROWTH CL R6 FD #7063 | 2021-10-20 | 2022-10-25 | $2,879 | $3,481 | -$602 | -$602 | |
| 11.584 CARILLON EAGLE SMALL CAP GROWTH CL I FD #3933 | 2022-06-23 | 2022-10-25 | $400 | $430 | -$30 | -$30 | |
| 29.492 CARILLON EAGLE SMALL CAP GROWTH CL I FD #3933 | 2021-06-23 | 2022-10-25 | $1,019 | $1,442 | -$423 | -$423 | |
| 34.095 DRIEHAUS EMERGING MKTS GROWTH INSTL FD #23 | 2021-10-20 | 2022-10-25 | $1,045 | $1,495 | -$450 | -$450 | |
| 10.812 OAKMARK INTL INSTL FD #2886 | 2022-06-23 | 2022-10-25 | $223 | $245 | -$22 | -$22 | |
| 168.524 OAKMARK INTL INSTL FD #2886 | 2021-10-20 | 2022-10-25 | $3,483 | $4,026 | -$543 | -$543 | |
| 10.797 JPMORGAN US SMALL COMPANY CL L FD #1384 | 2022-06-23 | 2022-10-25 | $174 | $180 | -$6 | -$6 | |
| 86.351 JPMORGAN US SMALL COMPANY CL L FD #1384 | 2021-06-23 | 2022-10-25 | $1,392 | $1,490 | -$98 | -$98 | |
| 163.289 CLEARBRIDGE LARGE CAP VALUE CL I FD #3 | 2021-06-23 | 2022-10-25 | $5,720 | $4,502 | $1,218 | $1,218 | |
| 235.458 PIONEER FUNDAMENTAL GROWTH CL Y FD #740 | 2022-06-23 | 2022-10-25 | $6,087 | $6,520 | -$433 | -$433 | |
| 388.326 PIONEER FUNDAMENTAL GROWTH CL Y FD #740 | 2021-02-24 | 2022-10-25 | $10,038 | $10,454 | -$416 | -$416 | |
| 123.199 BOSTON PARTNERS ALL-CAP VALUE INSTL FD #7007 | 2016-02-02 | 2022-10-25 | $3,880 | $2,470 | $1,410 | $1,410 | |
| .773 BOSTON PARTNERS SMALL CAP VALUE II INSTL FD #77 | 2022-06-23 | 2022-10-25 | $21 | $20 | $1 | $1 | |
| 50.917 BOSTON PARTNERS SMALL CAP VALUE II INSTL FD #77 | 2021-02-24 | 2022-10-25 | $1,386 | $1,336 | $50 | $50 | |
| 37.618 ROWE T PRICE BLUE CHIP GROWTH | 2021-06-23 | 2022-10-25 | $4,425 | $2,004 | $2,421 | $2,421 | |
| 25.701 TOUCHSTONE VALUE INSTL FD | 2022-02-23 | 2022-10-25 | $265 | $275 | -$10 | -$10 | |
| 891.685 TOUCHSTONE VALUE INSTL FD | 2021-06-23 | 2022-10-25 | $9,184 | $10,130 | -$946 | -$946 | |
| 105.02 VANGUARD SHORT TERM BOND INDEX ADM FD #5132 | 2021-02-24 | 2022-10-25 | $1,025 | $1,138 | -$113 | -$113 | |
| 6.325 DRIEHAUS EMERGING MKTS GROWTH INSTL FD #23 | 2019-05-23 | 2023-01-24 | $220 | $211 | $9 | $9 | |
| 5.286 CLEARBRIDGE LARGE CAP VALUE CL I FD #3 | 2022-02-23 | 2023-01-24 | $197 | $195 | $2 | $2 | |
| 264.437 CLEARBRIDGE LARGE CAP VALUE CL I FD #3 | 2012-11-30 | 2023-01-24 | $9,845 | $5,313 | $4,532 | $4,532 | |
| 16.675 ROWE T PRICE BLUE CHIP GROWTH | 2022-06-23 | 2023-01-24 | $1,857 | $2,120 | -$263 | -$263 | |
| 65.013 ROWE T PRICE BLUE CHIP GROWTH | 2008-11-25 | 2023-01-24 | $7,240 | $1,411 | $5,829 | $5,829 | |
| 74.928 VANGUARD INTERMEDIATE TERM BOND INDEX ADM FD #5314 | 2020-11-24 | 2023-01-24 | $780 | $946 | -$166 | -$166 | |
| 6.522 JANUS HENDERSON ENTERPRISE CL I FD #102 | 2022-02-23 | 2023-05-23 | $840 | $941 | -$101 | -$101 | |
| 9.526 JPMORGAN SMALL CAP EQUITY CL I FD #367 | 2022-10-25 | 2023-05-23 | $478 | $521 | -$43 | -$43 | |
| 113.513 VANGUARD EQUITY INC ADM FD #565 | 2023-01-24 | 2023-05-23 | $9,283 | $9,790 | -$507 | -$507 | |
| 165.588 VANGUARD SHORT TERM BOND INDEX ADM FD #5132 | 2021-02-24 | 2023-05-23 | $1,651 | $1,793 | -$142 | -$142 | |
| 88.98 VANGUARD FTSE ALL WORLD EX-US INDEX ADM FD #570 | 2023-01-24 | 2023-05-23 | $2,980 | $2,632 | $348 | $348 | |
| 27.428 VANGUARD GROWTH INDEX ADM FD #509 | 2022-02-23 | 2023-05-23 | $3,632 | $3,424 | $208 | $208 | |
| 35.737 JPMORGAN SMALL CAP EQUITY CL I FD #367 | 2022-10-25 | 2023-08-02 | $1,936 | $1,956 | -$20 | -$20 | |
| 3.48 VANGUARD GROWTH INDEX ADM FD #509 | 2020-11-24 | 2023-08-02 | $511 | $431 | $80 | $80 | |
| 20.848 VICTORY SYCAMORE ESTABLISHED VALUE CL I FD #203 | 2016-04-21 | 2023-08-02 | $992 | $668 | $324 | $324 | |
| CAPITAL GAIN DIVIDENDS | $2,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,468 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,468 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,360 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $219 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $219 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $219 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $213 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $213 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $6 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OLD NATIONAL WEALTH MANAGEMENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8124641584 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 207 | AddressLine1Txt |
| City | EVANSVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47702 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | OLD NATIONAL WEALTH MANAGEMENT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 207 | AddressLine1Txt |
| City | EVANSVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47702 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $1,593 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $128,411 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $128,411 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $128,411 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,926 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $126,485 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,324 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,324 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $219 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $219 | TotalTaxAmt |
| Distributable Before Adj | $6,105 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,105 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,105 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,817 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $3,817 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,105 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,440 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,365 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $133 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,938 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,817 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,817 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $2,288 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $2,288 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,650 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $2,152 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,498 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,365 | ExcessFromYear4Amt |
| Excess From Year3 | $133 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EVANSVILLE PROTESTANT HOME | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3701 WASHINGTON AVE | AddressLine1Txt |
| City | EVANSVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 477140543 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | PROGRAM SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $1,500 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,712 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $13,360 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $16,072 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,072 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,000 | Amt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING | $2 |
| 2022 ROC ADJ | $12 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - PRINCIPAL | $200 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $8 | $8 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $2 | $2 | $0 |