RICE MEMORIAL HOSPITAL AND WELFARE FUND: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- RICE MEMORIAL HOSPITAL AND WELFARE FUND (EIN 35-6015582)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-24
- IRS object ID
- 202501149349100645
- Schema version
- 2024v5.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-24T16:01:27-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 356015582 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICE MEMORIAL HOSPITAL AND WELFARE 310006010 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RICE | 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 | 2025-03-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOUG HART | PreparerPersonNm |
| PTIN | P00241831 | PTIN |
| Phone | 5137748805 | PhoneNum |
| Preparation | 2025-03-26 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,351,087 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $27,863 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,810 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $89,968 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $339,301 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $89,968 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $117,831 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $117,778 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $17,903 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,077 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $13,827 | 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 | $2,186 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $279 | 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 |
| Other Expenses Rev And Expnss | $3 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $21,092 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,356 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,827 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $51,675 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $51,675 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $72,767 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,356 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $66,502 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $45,064 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $113,422 | 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 | $1,007,006 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,052,067 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,351,087 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,007,006 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,052,067 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,351,087 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,007,006 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,052,067 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,007,006 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,052,067 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,007,006 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,052,067 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,007,006 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $45,064 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,052,070 | SubtotalAmt |
| Other Decreases | $3 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,052,067 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (102 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 23. SECTOR SPDR TR SHS BEN INT-BASIC INDUSTRIES | 2017-03-21 | 2024-03-07 | $2,066 | $1,193 | $873 | $873 | |
| 85. SELECT SECTOR SPDR TR HEALTH CARE | 2017-03-21 | 2024-03-07 | $12,472 | $6,327 | $6,145 | $6,145 | |
| 66. SELECT SECTOR SPDR TR CONSUMER STAPLES | 2019-02-06 | 2024-03-07 | $4,998 | $3,527 | $1,471 | $1,471 | |
| 57. SELECT SECTOR SPDR TR CONSUMER DISCRETIONARY | 2013-05-24 | 2024-03-07 | $10,322 | $2,351 | $7,971 | $7,971 | |
| 43. SELECT SECTOR SPDR TR ENERGY | 2019-02-06 | 2024-03-07 | $3,780 | $2,966 | $814 | $814 | |
| 248. SELECT SECTOR SPDR TR FINANCIAL | 2017-03-21 | 2024-03-07 | $10,039 | $5,856 | $4,183 | $4,183 | |
| 64. SELECT SECTOR SPDR TR INDL | 2017-03-21 | 2024-03-07 | $7,840 | $4,131 | $3,709 | $3,709 | |
| 154. AMEX TECHNOLOGY SELECT SPDR | 2017-03-21 | 2024-03-07 | $32,395 | $8,127 | $24,268 | $24,268 | |
| 118. SELECT SECTOR SPDR TR COMMUNICATION SVCS SELECT SECTOR | 2018-10-03 | 2024-03-07 | $9,402 | $5,783 | $3,619 | $3,619 | |
| 46. SELECT SECTOR SPDR TR RL EST SEL SEC | 2017-03-21 | 2024-03-07 | $1,821 | $1,436 | $385 | $385 | |
| 29. SECTOR SPDR TR SHS BEN INT-UTILITIES | 2019-06-12 | 2024-03-07 | $1,845 | $1,456 | $389 | $389 | |
| 53.003 FIDELITY INTERNATIONAL INDEX FUND #2363 | 2022-12-07 | 2024-03-08 | $2,640 | $2,253 | $387 | $387 | |
| 572.846 JPMORGAN SMALL CAP EQUITY FUND CLASS I #367 | 2023-07-27 | 2024-03-08 | $31,965 | $30,050 | $1,915 | $1,915 | |
| 74.227 JPMORGAN SMALL CAP EQUITY FUND CLASS I #367 | 2022-12-07 | 2024-03-08 | $4,142 | $4,256 | -$114 | -$114 | |
| 387.811 VANGUARD EQUITY INCOME FUND ADM #565 | 2023-05-08 | 2024-03-08 | $33,949 | $31,913 | $2,036 | $2,036 | |
| 14. AT&T INC | 2021-09-15 | 2024-04-24 | $236 | $295 | -$59 | -$59 | |
| 6. ALLY FINL INC COM | 2022-09-22 | 2024-04-24 | $237 | $186 | $51 | $51 | |
| 14. ALPHABET INC CAP STK CL A | 2015-02-20 | 2024-04-24 | $2,229 | $378 | $1,851 | $1,851 | |
| 5. AMAZON COM INC | 2018-10-03 | 2024-04-24 | $884 | $489 | $395 | $395 | |
| 6. APPLE COMPUTER INC | 2021-12-27 | 2024-04-24 | $1,014 | $974 | $40 | $40 | |
| 5. CITIGROUP INC | 2023-12-19 | 2024-04-24 | $313 | $256 | $57 | $57 | |
| 5. COMERICA INS | 2021-05-11 | 2024-04-24 | $264 | $386 | -$122 | -$122 | |
| 7. CONOCOPHILLIPS | 2022-05-23 | 2024-04-24 | $907 | $763 | $144 | $144 | |
| 17. CUMMINS ENGINE CO INC | 2019-01-04 | 2024-04-24 | $4,976 | $2,576 | $2,400 | $2,400 | |
| 5. DIAMONDBACK ENERGY INC COM | 2020-08-14 | 2024-04-24 | $1,022 | $391 | $631 | $631 | |
| 13. DUPONT DE NEMOURS INC COM | 2021-12-27 | 2024-04-24 | $958 | $1,037 | -$79 | -$79 | |
| 5. META PLATFORM, INC. | 2022-05-23 | 2024-04-24 | $2,466 | $981 | $1,485 | $1,485 | |
| 5. KLA TENCOR CORP | 2021-12-27 | 2024-04-24 | $3,269 | $2,197 | $1,072 | $1,072 | |
| 5. ROCHE HLDG LTD SPONSORED ADR | 2021-12-27 | 2024-04-24 | $152 | $260 | -$108 | -$108 | |
| 16. SCHLUMBERGER LTD | 2021-09-15 | 2024-04-24 | $784 | $469 | $315 | $315 | |
| 5. SUNRUN INC COM | 2021-09-15 | 2024-04-24 | $50 | $215 | -$165 | -$165 | |
| 5. VENTAS INC COM | 2023-12-19 | 2024-04-24 | $218 | $248 | -$30 | -$30 | |
| 5. VISA INC CL A | 2009-05-27 | 2024-04-24 | $1,380 | $84 | $1,296 | $1,296 | |
| 5. WARNER BROS DISCOVERY INC SERIES A COM | 2021-09-15 | 2024-04-24 | $41 | $136 | -$95 | -$95 | |
| 26. WELLS FARGO & CO NEW | 2021-12-27 | 2024-04-24 | $1,579 | $775 | $804 | $804 | |
| 5. APTIV PLC | 2023-07-27 | 2024-04-24 | $355 | $546 | -$191 | -$191 | |
| 8.433 DRIEHAUS EMERGING MARKETS GROWTH FUND - INST #23 | 2021-12-28 | 2024-04-25 | $311 | $349 | -$38 | -$38 | |
| 5.812 FIDELITY INTERNATIONAL INDEX FUND #2363 | 2022-12-07 | 2024-04-25 | $281 | $247 | $34 | $34 | |
| 30.433 OBERWEIS SMALL-CAP OPPORTUNITIES FUND - INSTL #10 | 2024-03-08 | 2024-04-25 | $731 | $739 | -$8 | -$8 | |
| 5.176 JP MORGAN UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND - R6 #3467 | 2024-03-08 | 2024-04-25 | $424 | $423 | $1 | $1 | |
| 11.146 VICTORY SYCAMORE ESTABLISHED VALUE FUND CLASS I #203 | 2016-04-21 | 2024-04-25 | $537 | $357 | $180 | $180 | |
| 15. ALPHABET INC CAP STK CL A | 2015-02-20 | 2024-07-02 | $2,780 | $406 | $2,374 | $2,374 | |
| 14. AMAZON COM INC | 2023-05-05 | 2024-07-02 | $2,797 | $1,408 | $1,389 | $1,389 | |
| 1. META PLATFORM, INC. | 2023-05-05 | 2024-07-02 | $508 | $234 | $274 | $274 | |
| 355. ISHARES S&P 100 ETF | 2024-03-07 | 2024-07-02 | $94,925 | $86,343 | $8,582 | $8,582 | |
| 32. PINTEREST INC CL A | 2021-12-27 | 2024-07-02 | $1,386 | $1,182 | $204 | $204 | |
| 19. DIAMONDBACK ENERGY INC COM | 2020-11-03 | 2024-08-01 | $3,748 | $654 | $3,094 | $3,094 | |
| 46. DUPONT DE NEMOURS INC COM | 2021-12-27 | 2024-08-01 | $3,790 | $3,671 | $119 | $119 | |
| 25000. MORGAN STANLEY 3.7% 10/23/2024 | 2021-01-04 | 2024-10-23 | $25,000 | $25,000 | |||
| 12. CONSTELLATION BRANDS INC | 2020-02-27 | 2024-12-05 | $2,876 | $2,122 | $754 | $754 | |
| 19. MICROCHIP TECHNOLOGY INC COM | 2019-04-22 | 2024-12-05 | $1,111 | $931 | $180 | $180 | |
| CAPITAL GAIN DIVIDENDS | $5,086 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,086 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,086 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,086 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,086 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,086 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,086 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,086 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,086 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,086 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,086 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,086 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,086 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,086 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,086 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,086 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,086 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,086 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,086 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,086 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,086 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,086 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,086 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,086 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,086 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,086 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,086 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,086 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,086 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,086 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,086 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,086 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,086 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,086 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,086 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,086 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,086 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,086 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,086 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,086 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,086 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,086 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,086 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,086 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,086 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,086 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,086 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,086 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,086 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,086 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,086 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $89,968 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,577 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,577 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,577 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $377 | 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 | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| 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 | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $17,903 | 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 | $1,333,021 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,333,021 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,333,021 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,995 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,313,026 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $65,651 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $65,651 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,577 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,577 | TotalTaxAmt |
| Distributable Before Adj | $64,074 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $64,074 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $64,074 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $66,502 | 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 | $66,502 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $64,074 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $7,650 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $66,502 | QualifyingDistributionsAmt |
| Applied To Year1 | $7,650 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $58,852 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $5,222 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| INDIANA UNIVERSITY SOUTHEAST | ||||||||
| 4201 GRANT LINE RD | NEW ALBANY | IN | 47150 | NONE | GOV | SCHOLARSHIPS | $3,975 | |
| INDIANA UNIVERSITY | ||||||||
| 400 E 7TH ST | BLOOMINGTON | IN | 47405 | NONE | GOV | SCHOLARSHIPS | $27,825 | OFFICE OF THE BURSAR |
| PURDUE UNIVERSITY | ||||||||
| 1060 HOVDE HALL OF ADMIN | WEST LAFAYETTE | IN | 479071060 | NONE | GOV | SCHOLARSHIPS | $19,875 | BURSAR OFFICE-OUTSIDE AWARDS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $51,675 | 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 | $27,863 | 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 | $89,968 | 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 | $117,831 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $117,831 | 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 | $1 |
| RETURN OF CAPITAL ADJ ON SALES | $2 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSE (NON-DEDUCTIBLE | Desc |
| Revenue And Expenses Per Books | $3 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $66 | $66 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $707 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $1,200 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $187 | $187 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $26 | $26 | $0 |
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