ANNA BOSSE TRUST: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ANNA BOSSE TRUST (EIN 35-6013398)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-04-23
- IRS object ID
- 202401149349101335
- Schema version
- 2023v5.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-23T15:01:17-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 356013398 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BENJAMIN AND ANNA BOSSE SCHOLARSHIP FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOSS | 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 | 2024-04-23 | 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 | 2024-04-23 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $4,136,590 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $81,446 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $81,446 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $237,629 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $819,311 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $237,629 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $319,075 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $319,075 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $38,505 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,124 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $31,382 | 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 Rev And Expnss | $9,720 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $9,720 | 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 | $3,950 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $681 | 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 | $6 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $53,181 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,805 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $42,102 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $151,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $151,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $204,181 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,805 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $193,102 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $114,894 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $311,270 | 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 | $3,343,403 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,462,170 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,136,590 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,343,403 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,462,170 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,136,590 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,343,403 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,462,170 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,343,403 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,462,170 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,343,403 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,462,170 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,343,403 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $114,894 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,001 | OtherIncreasesAmt |
| Subtotal | $3,462,298 | SubtotalAmt |
| Other Decreases | $128 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,462,170 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (96 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 50000. FED HOME LN BK 2.125% 03/10/2023 | 2013-05-14 | 2023-03-10 | $50,000 | $49,980 | $20 | $20 | |
| 134. ACTIVISION BLIZZARD INC | 2021-12-27 | 2023-05-05 | $10,177 | $11,198 | -$1,021 | -$1,021 | |
| 16. APPLE COMPUTER INC | 2011-09-15 | 2023-05-05 | $2,776 | $224 | $2,552 | $2,552 | |
| 71. BOEING COMPANY | 2021-03-11 | 2023-05-05 | $14,078 | $11,815 | $2,263 | $2,263 | |
| 71. CATERPILLAR INC | 2021-12-27 | 2023-05-05 | $15,239 | $9,731 | $5,508 | $5,508 | |
| 8. COMERICA INS | 2021-05-11 | 2023-05-05 | $293 | $618 | -$325 | -$325 | |
| 12. COPART INC | 2020-02-27 | 2023-05-05 | $946 | $514 | $432 | $432 | |
| 5. DANAHER CORP | 2015-10-21 | 2023-05-05 | $1,214 | $337 | $877 | $877 | |
| 5. DIAMONDBACK ENERGY INC | 2018-09-04 | 2023-05-05 | $665 | $601 | $64 | $64 | |
| 12. DUPONT DE NEMOURS INC | 2021-12-27 | 2023-05-05 | $787 | $958 | -$171 | -$171 | |
| 10. EDWARDS LIFESCIENCES CORP COM | 2016-01-28 | 2023-05-05 | $886 | $253 | $633 | $633 | |
| 36. HOME DEPOT | 2018-03-19 | 2023-05-05 | $10,421 | $5,025 | $5,396 | $5,396 | |
| 5. JP MORGAN CHASE & CO | 2016-10-20 | 2023-05-05 | $684 | $342 | $342 | $342 | |
| 6. KLA TENCOR CORP | 2019-04-22 | 2023-05-05 | $2,316 | $738 | $1,578 | $1,578 | |
| 39. LILLY ELI & CO | 2019-10-10 | 2023-05-05 | $16,726 | $3,551 | $13,175 | $13,175 | |
| 37. LOCKHEED MARTIN CORP | 2021-12-27 | 2023-05-05 | $16,835 | $12,935 | $3,900 | $3,900 | |
| 11. MICROSOFT CORP | 2017-06-05 | 2023-05-05 | $3,423 | $797 | $2,626 | $2,626 | |
| 79. PALO ALTO NETWORKS INC | 2020-05-04 | 2023-05-05 | $14,531 | $5,040 | $9,491 | $9,491 | |
| 125. SCHLUMBERGER LTD | 2021-09-15 | 2023-05-05 | $5,701 | $3,661 | $2,040 | $2,040 | |
| 9. UNITED AIRLINES HLDGS INC | 2021-05-11 | 2023-05-05 | $403 | $474 | -$71 | -$71 | |
| 5. VISA INC CL A | 2011-09-15 | 2023-05-05 | $1,158 | $113 | $1,045 | $1,045 | |
| 10. WEC ENERGY GROUP INC | 2022-04-21 | 2023-05-05 | $960 | $1,061 | -$101 | -$101 | |
| 319.428 JANUS HENDERSON ENTERPRISE CL I FD #102 | 2016-04-21 | 2023-05-08 | $40,673 | $28,678 | $11,995 | $11,995 | |
| 4130.029 BOSTON PARTNERS ALL-CAP VALUE INSTL FD #7007 | 2022-04-22 | 2023-05-08 | $122,744 | $89,223 | $33,521 | $33,521 | |
| 1579.024 VICTORY SYCAMORE ESTABLISHED VALUE CL I FD #203 | 2016-04-21 | 2023-05-08 | $70,203 | $50,624 | $19,579 | $19,579 | |
| 45000. TX ST A&M UNIV REV TAXBL 2.396% 05/15/2023 (107) | 2021-02-05 | 2023-05-15 | $45,000 | $45,000 | |||
| 25000. FED FARM CR BK 2.75% 06/26/2023 | 2014-11-05 | 2023-06-26 | $25,000 | $25,000 | |||
| 170. COPART INC | 2022-04-21 | 2023-07-27 | $15,008 | $7,762 | $7,246 | $7,246 | |
| 264.396 DRIEHAUS EMERGING MKTS GROWTH INSTL FD #23 | 2019-02-07 | 2023-07-27 | $9,196 | $10,711 | -$1,515 | -$1,515 | |
| 267.401 FIDELITY INTL INDEX FD #2363 | 2022-12-07 | 2023-07-27 | $12,616 | $11,367 | $1,249 | $1,249 | |
| 68.741 JANUS HENDERSON ENTERPRISE CL I FD #102 | 2016-04-21 | 2023-07-27 | $9,570 | $6,172 | $3,398 | $3,398 | |
| 991.21 JPMORGAN SMALL CAP EQUITY CL I FD #367 | 2022-12-07 | 2023-07-27 | $53,892 | $56,836 | -$2,944 | -$2,944 | |
| 54. SECTOR SPDR TR SHS BEN INT-BASIC INDUSTRIES | 2017-03-21 | 2023-07-27 | $4,572 | $2,801 | $1,771 | $1,771 | |
| 196. SELECT SECTOR SPDR HLTH CARE ETF | 2017-03-21 | 2023-07-27 | $26,448 | $14,590 | $11,858 | $11,858 | |
| 156. SELECT SECTOR SPDR CONSUMER STAPLES | 2017-03-21 | 2023-07-27 | $11,765 | $8,599 | $3,166 | $3,166 | |
| 127. SELECT SECTOR SPDR CONSUMER DISCRETIONARY | 2017-03-21 | 2023-07-27 | $21,581 | $10,958 | $10,623 | $10,623 | |
| 98. SELECT SECTOR SPDR ENERGY | 2017-03-21 | 2023-07-27 | $8,366 | $6,803 | $1,563 | $1,563 | |
| 557. SELECT SECTOR SPDR FINL | 2017-03-21 | 2023-07-27 | $19,539 | $13,153 | $6,386 | $6,386 | |
| 144. SELECT SECTOR SPDR INDUSTRIAL ETF | 2017-03-21 | 2023-07-27 | $15,741 | $9,294 | $6,447 | $6,447 | |
| 344. AMEX TECHNOLOGY SELECT SPDR | 2017-03-21 | 2023-07-27 | $60,258 | $18,153 | $42,105 | $42,105 | |
| 266. COMMUNICATION SVCS SELECT SECTOR SPDR FD ETF | 2018-10-03 | 2023-07-27 | $17,931 | $13,036 | $4,895 | $4,895 | |
| 110. REAL ESTATE SELECT SECTOR SPDR FD ETF | 2017-03-21 | 2023-07-27 | $4,192 | $3,434 | $758 | $758 | |
| 73. SECTOR SPDR TR SHS BEN INT-UTILITIES | 2019-02-06 | 2023-07-27 | $4,901 | $3,964 | $937 | $937 | |
| 106.049 VICTORY SYCAMORE ESTABLISHED VALUE CL I FD #203 | 2018-03-19 | 2023-07-27 | $5,054 | $3,597 | $1,457 | $1,457 | |
| 64. COPART INC | 2022-04-21 | 2023-12-27 | $3,125 | $1,905 | $1,220 | $1,220 | |
| 74. JP MORGAN CHASE & CO | 2018-03-19 | 2023-12-27 | $12,508 | $7,218 | $5,290 | $5,290 | |
| 13. VERALTO CORP | 2018-03-19 | 2023-12-27 | $1,082 | $314 | $768 | $768 | |
| 118. WEC ENERGY GROUP INC | 2022-04-21 | 2023-12-27 | $9,805 | $12,524 | -$2,719 | -$2,719 | |
| CAPITAL GAIN DIVIDENDS | $18,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,322 | P | |||||
| CAPITAL GAIN DIVIDENDS | $18,322 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $237,629 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,327 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,327 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,327 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,875 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,875 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,452 | 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 | $38,505 | 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 | $3,914,013 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,914,013 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,914,013 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $58,710 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,855,303 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $192,765 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $192,765 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,327 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,327 | TotalTaxAmt |
| Distributable Before Adj | $188,438 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $4,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $192,438 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $192,438 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $193,102 | 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 | $193,102 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $192,438 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $25,177 | 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 | $193,102 | QualifyingDistributionsAmt |
| Applied To Year1 | $25,177 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $167,925 | 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 | $24,513 | 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 (9 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| ST MARY'S HEALTH FOUNDATION INC | ||||||||
| DBA ST VINCENT EVANSVILLE FNDN | 3700 WASHINGTON AVE | EVANSVILLE | IN | 477149957 | NONE | PC | PROGRAM SUPPORT | $4,000 |
| UNIVERSITY OF EVANSVILLE | ||||||||
| VARIOUS STUDENTS | 1800 LINCOLN AVE | EVANSVILLE | IN | 47722 | NONE | I | SCHOLARSHIPS | $42,500 |
| WABASH COLLEGE | ||||||||
| STUDENT - JOSEPH WARD | 301 W WABASH AVE | CRAWFORDSVILLE | IN | 479332417 | NONE | I | SCHOLARSHIP | $6,250 |
| EVANSVILLE PHILHARMONIC | ||||||||
| ORCHESTRAL CORPORATION | PO BOX 84 | EVANSVILLE | IN | 477010084 | NONE | PC | PROGRAM SUPPORT | $4,000 |
| THE ARTS COUNCIL | ||||||||
| OF SOUTHWESTERN INDIANA INC | 212 MAIN STREET | EVANSVILLE | IN | 47708 | NONE | PC | PROGRAM SUPPORT | $4,000 |
| EVANSVILLE SYMPHONIC BAND | ||||||||
| PO BOX 4205 | EVANSVILLE | IN | 477240205 | NONE | PC | PROGRAM SUPPORT | $4,000 | |
| INDIANA UNIVERSITY | ||||||||
| VARIOUS STUDENTS | 400 E 7TH ST - POPLARS BUILDING | BLOOMINGTON | IN | 474053085 | NONE | I | SCHOLARSHIPS | $57,250 |
| PURDUE UNIVERSITY | ||||||||
| VARIOUS STUDENTS | 610 PURDUE MALL | WEST LAFAYETTE | IN | 479072040 | NONE | I | SCHOLARSHIPS | $25,000 |
| HAYNIE'S CORNER ART DISTRICT ASSN | ||||||||
| 26 ADAMS AVE | EVANSVILLE | IN | 47713 | NONE | PC | PROGRAM SUPPORT | $4,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $151,000 | 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 | $81,446 | 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 | $237,629 | 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 | $319,075 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $319,075 | 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 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES - PRINCIPAL (ALLOCA | CategoryTxt |
| Legal Fees | $9,720 | LegalFeesAmt |
| Disbursements Charitable Prps | $9,720 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2022 ROC ADJ | $123 |
| MUTUAL FUND NON-TAXABLE ADJ | $5 |
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 | $6 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PY CHARITABLE DIST RECOVERY | $4,000 |
| ROUNDING | $1 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $142 | $142 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $394 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $2,875 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $477 | $477 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $62 | $62 | $0 |
Comments