GLEMA MAHR CENTER FOR THE ARTS CHARITABLE TR: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GLEMA MAHR CENTER FOR THE ARTS CHARITABLE TR (EIN 27-6339403)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-04-23
- IRS object ID
- 202421149349101027
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-23T15:01:18-05:00 | 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 | 276339403 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GLEMA MAHR ARTS CENTER XXX-XX-XXXX | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GLEM | 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 | 2024-03-25 | 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 | 2024-03-25 | 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 | $1,228,434 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $22,173 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,173 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $335,669 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,013,417 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $335,669 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $357,842 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $357,842 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $10,140 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,758 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $8,382 | 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 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 | $1,411 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $361 | 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 | $12,551 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,119 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,382 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $65,389 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $65,389 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $77,940 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,119 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $74,771 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $279,902 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $355,723 | 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 | $719,259 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $999,169 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,228,434 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $719,259 | TotalAssetsBOYAmt |
| Total Assets EOY | $999,169 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,228,434 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $719,259 | CapitalStockBOYAmt |
| Capital Stock EOY | $999,169 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $719,259 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $999,169 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $719,259 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $999,169 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $719,259 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $279,902 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8 | OtherIncreasesAmt |
| Subtotal | $999,169 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $999,169 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (228 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 313. AT&T INC | 2022-03-25 | 2023-04-24 | $5,487 | $5,661 | -$174 | -$174 | |
| 12. ADOBE SYS INC | 2018-02-28 | 2023-04-24 | $4,526 | $2,534 | $1,992 | $1,992 | |
| 89. ALBEMARLE CORP | 2019-06-06 | 2023-04-24 | $16,332 | $6,094 | $10,238 | $10,238 | |
| 148. ALPHABET INC CL A | 2020-06-23 | 2023-04-24 | $15,709 | $10,842 | $4,867 | $4,867 | |
| 289. APPLE COMPUTER INC | 2009-01-20 | 2023-04-24 | $47,789 | $832 | $46,957 | $46,957 | |
| 16. BLACKROCK INC | 2017-01-04 | 2023-04-24 | $10,777 | $6,172 | $4,605 | $4,605 | |
| 45. BOEING COMPANY | 2020-10-29 | 2023-04-24 | $9,263 | $6,680 | $2,583 | $2,583 | |
| 26. CAPITAL ONE FINL CORP | 2020-05-07 | 2023-04-24 | $2,503 | $1,584 | $919 | $919 | |
| 41. CATERPILLAR INC | 2020-02-13 | 2023-04-24 | $9,147 | $5,748 | $3,399 | $3,399 | |
| 27. CONSTELLATION BRANDS INC | 2020-02-13 | 2023-04-24 | $6,041 | $5,432 | $609 | $609 | |
| 8. COSTCO WHSL CORP NEW | 2019-06-06 | 2023-04-24 | $4,082 | $2,013 | $2,069 | $2,069 | |
| 117. DANAHER CORP | 2013-06-13 | 2023-04-24 | $29,765 | $5,510 | $24,255 | $24,255 | |
| 100. HOME DEPOT | 2016-08-22 | 2023-04-24 | $30,098 | $13,531 | $16,567 | $16,567 | |
| 100. ISHARES S&P MIDCAP 400 INDEX FUND | 2017-02-17 | 2023-04-24 | $24,864 | $17,020 | $7,844 | $7,844 | |
| 300. ISHARES CORE S&P SMALL CAP ETF | 2017-02-17 | 2023-04-24 | $28,471 | $21,057 | $7,414 | $7,414 | |
| 99. JP MORGAN CHASE & CO | 2020-05-07 | 2023-04-24 | $13,932 | $12,362 | $1,570 | $1,570 | |
| 200. JOHNSON & JOHNSON | 2000-02-23 | 2023-04-24 | $32,718 | $7,709 | $25,009 | $25,009 | |
| 6. KLA TENCOR CORP | 2020-01-08 | 2023-04-24 | $2,230 | $1,063 | $1,167 | $1,167 | |
| 95. LILLY ELI & CO | 2019-10-21 | 2023-04-24 | $36,351 | $10,282 | $26,069 | $26,069 | |
| 30. LOCKHEED MARTIN CORP | 2022-03-25 | 2023-04-24 | $14,459 | $13,572 | $887 | $887 | |
| 67. MASTERCARD INC CL A | 2015-11-13 | 2023-04-24 | $25,067 | $6,497 | $18,570 | $18,570 | |
| 84. MICROSOFT CORP | 2020-10-29 | 2023-04-24 | $23,649 | $5,707 | $17,942 | $17,942 | |
| 147. MICROCHIP TECHNOLOGY INC COM | 2020-02-13 | 2023-04-24 | $11,307 | $8,091 | $3,216 | $3,216 | |
| 174. PALO ALTO NETWORKS INC | 2020-06-23 | 2023-04-24 | $33,385 | $13,989 | $19,396 | $19,396 | |
| 16. SALESFORCE INC | 2019-10-21 | 2023-04-24 | $3,124 | $2,314 | $810 | $810 | |
| 263. SCHLUMBERGER LTD | 2022-03-25 | 2023-04-24 | $13,271 | $10,738 | $2,533 | $2,533 | |
| 133. TAIWAN SEMICONDUCTOR MFG CO LTD | 2019-10-21 | 2023-04-24 | $11,221 | $6,664 | $4,557 | $4,557 | |
| 10. THERMO ELECTRON CORP. | 2019-07-26 | 2023-04-24 | $5,732 | $2,869 | $2,863 | $2,863 | |
| 35. UNITEDHEALTH GROUP INC | 2019-10-21 | 2023-04-24 | $17,101 | $8,316 | $8,785 | $8,785 | |
| 1000. VANGUARD FTSE DEVELOPED MKTS ETF | 2017-05-24 | 2023-04-24 | $46,420 | $39,732 | $6,688 | $6,688 | |
| 363. VANGUARD S&P 500 ETF | 2022-12-15 | 2023-04-24 | $137,460 | $129,918 | $7,542 | $7,542 | |
| 53. VISA INC CL A | 2020-06-23 | 2023-04-24 | $12,308 | $10,622 | $1,686 | $1,686 | |
| 57. WEC ENERGY GROUP INC | 2022-03-25 | 2023-04-24 | $5,553 | $5,572 | -$19 | -$19 | |
| 174. WELLS FARGO & CO NEW | 2020-10-29 | 2023-04-24 | $7,214 | $3,677 | $3,537 | $3,537 | |
| 8. ASML HLDG NV NY REG SHS | 2020-06-23 | 2023-04-24 | $5,036 | $2,946 | $2,090 | $2,090 | |
| 393.332 BOSTON PARTNERS ALL-CAP VALUE INSTL FD #7007 | 2020-01-08 | 2023-04-25 | $11,749 | $10,758 | $991 | $991 | |
| 281.571 VICTORY SYCAMORE ESTABLISHED VALUE CL I FD #203 | 2016-11-29 | 2023-04-25 | $12,516 | $10,142 | $2,374 | $2,374 | |
| 56. AT&T INC | 2022-03-25 | 2023-07-11 | $849 | $1,013 | -$164 | -$164 | |
| 29. ALLY FINL INC | 2023-04-24 | 2023-07-11 | $799 | $754 | $45 | $45 | |
| 18. ALPHABET INC CL A | 2020-06-23 | 2023-07-11 | $2,100 | $1,319 | $781 | $781 | |
| 15. AMAZON COM INC | 2023-04-24 | 2023-07-11 | $1,924 | $1,592 | $332 | $332 | |
| 12. APPLE COMPUTER INC | 2009-01-20 | 2023-07-11 | $2,245 | $35 | $2,210 | $2,210 | |
| 18. BATH & BODY WKS INC | 2023-04-24 | 2023-07-11 | $666 | $647 | $19 | $19 | |
| 6. CVS CORP | 2019-07-26 | 2023-07-11 | $427 | $335 | $92 | $92 | |
| 7. CAPITAL ONE FINL CORP | 2020-05-07 | 2023-07-11 | $786 | $427 | $359 | $359 | |
| 9. CARMAX INC | 2023-04-24 | 2023-07-11 | $757 | $620 | $137 | $137 | |
| 5. CONOCOPHILLIPS | 2023-04-24 | 2023-07-11 | $538 | $519 | $19 | $19 | |
| 119. COPART INC | 2020-02-13 | 2023-07-11 | $10,761 | $6,151 | $4,610 | $4,610 | |
| 5. DIAMONDBACK ENERGY INC | 2023-04-24 | 2023-07-11 | $687 | $719 | -$32 | -$32 | |
| 8. DUPONT DE NEMOURS INC | 2023-04-24 | 2023-07-11 | $570 | $563 | $7 | $7 | |
| 5. EOG RESOURCES INC | 2023-04-24 | 2023-07-11 | $598 | $598 | |||
| 7. EDWARDS LIFESCIENCES CORP COM | 2019-07-26 | 2023-07-11 | $646 | $495 | $151 | $151 | |
| 5. META PLATFORMS INC | 2023-04-24 | 2023-07-11 | $1,488 | $1,064 | $424 | $424 | |
| 5. GLOBAL PAYMENTS INC | 2023-04-24 | 2023-07-11 | $539 | $543 | -$4 | -$4 | |
| 16. INTEL CORP | 2023-04-24 | 2023-07-11 | $528 | $475 | $53 | $53 | |
| 5. JP MORGAN CHASE & CO | 2020-05-07 | 2023-07-11 | $737 | $456 | $281 | $281 | |
| 11.48 JANUS HENDERSON ENTERPRISE CL I FD #102 | 2020-01-08 | 2023-07-11 | $1,568 | $1,652 | -$84 | -$84 | |
| 294.134 JPMORGAN SMALL CAP EQUITY CL I FD #367 | 2023-04-25 | 2023-07-11 | $15,807 | $14,895 | $912 | $912 | |
| 243.975 MFS INSTL INTL EQTY FD #403 | 2023-04-25 | 2023-07-11 | $7,732 | $7,736 | -$4 | -$4 | |
| 8. MICROSOFT CORP | 2016-11-29 | 2023-07-11 | $2,650 | $488 | $2,162 | $2,162 | |
| 24. PINTEREST INC CL A | 2023-04-24 | 2023-07-11 | $688 | $664 | $24 | $24 | |
| 16. ROCHE HLDG LTD SP ADR | 2023-04-24 | 2023-07-11 | $599 | $635 | -$36 | -$36 | |
| 5. SALESFORCE INC | 2019-10-21 | 2023-07-11 | $1,101 | $723 | $378 | $378 | |
| 14. SCHLUMBERGER LTD | 2021-11-22 | 2023-07-11 | $781 | $429 | $352 | $352 | |
| 11. SUNRUN INC | 2023-04-24 | 2023-07-11 | $206 | $240 | -$34 | -$34 | |
| 5. TAIWAN SEMICONDUCTOR MFG CO LTD | 2019-10-21 | 2023-07-11 | $505 | $251 | $254 | $254 | |
| 9. TYSON FOODS | 2023-04-24 | 2023-07-11 | $463 | $547 | -$84 | -$84 | |
| 7. UNITED AIRLINES HLDGS INC | 2023-04-24 | 2023-07-11 | $393 | $308 | $85 | $85 | |
| 1541.916 VANGUARD EQUITY INC ADM FD #565 | 2023-04-25 | 2023-07-11 | $130,461 | $128,118 | $2,343 | $2,343 | |
| 5. WEC ENERGY GROUP INC | 2022-03-25 | 2023-07-11 | $445 | $489 | -$44 | -$44 | |
| 33. WARNER BROS DISCOVERY INC | 2023-04-24 | 2023-07-11 | $438 | $443 | -$5 | -$5 | |
| 23. WELLS FARGO & CO NEW | 2020-10-29 | 2023-07-11 | $983 | $486 | $497 | $497 | |
| .333 VERALTO CORP | 2013-06-13 | 2023-10-13 | $24 | $5 | $19 | $19 | |
| 55. AT&T INC | 2022-03-25 | 2023-11-28 | $887 | $995 | -$108 | -$108 | |
| 7. ADOBE SYS INC | 2018-02-28 | 2023-11-28 | $4,356 | $1,478 | $2,878 | $2,878 | |
| 31. ALLY FINL INC | 2023-04-24 | 2023-11-28 | $862 | $806 | $56 | $56 | |
| 18. ALPHABET INC CL A | 2020-06-23 | 2023-11-28 | $2,461 | $1,319 | $1,142 | $1,142 | |
| 15. AMAZON COM INC | 2023-04-24 | 2023-11-28 | $2,201 | $1,592 | $609 | $609 | |
| 11. APPLE COMPUTER INC | 2009-01-20 | 2023-11-28 | $2,089 | $32 | $2,057 | $2,057 | |
| 18. BATH & BODY WKS INC | 2023-04-24 | 2023-11-28 | $562 | $647 | -$85 | -$85 | |
| 9. CARMAX INC | 2023-04-24 | 2023-11-28 | $573 | $620 | -$47 | -$47 | |
| 17. CONOCOPHILLIPS | 2023-04-24 | 2023-11-28 | $1,953 | $1,765 | $188 | $188 | |
| 5. CONSTELLATION BRANDS INC | 2020-02-13 | 2023-11-28 | $1,210 | $1,006 | $204 | $204 | |
| 16. COPART INC | 2023-04-24 | 2023-11-28 | $812 | $629 | $183 | $183 | |
| 22. COPART INC | 2020-02-13 | 2023-11-28 | $1,116 | $569 | $547 | $547 | |
| 18. CUMMINS ENGINE CO INC | 2019-07-26 | 2023-11-28 | $4,027 | $3,150 | $877 | $877 | |
| 5. DANAHER CORP | 2013-06-13 | 2023-11-28 | $1,092 | $208 | $884 | $884 | |
| 10. DIAMONDBACK ENERGY INC | 2023-04-24 | 2023-11-28 | $1,541 | $1,438 | $103 | $103 | |
| 23.842 DRIEHAUS EMERGING MKTS GROWTH INSTL FD #23 | 2023-07-11 | 2023-11-28 | $820 | $813 | $7 | $7 | |
| 32. DUPONT DE NEMOURS INC | 2023-04-24 | 2023-11-28 | $2,285 | $2,253 | $32 | $32 | |
| 7. EDWARDS LIFESCIENCES CORP COM | 2019-07-26 | 2023-11-28 | $469 | $495 | -$26 | -$26 | |
| 6. EQUIFAX INC | 2023-04-24 | 2023-11-28 | $1,277 | $1,204 | $73 | $73 | |
| 6. META PLATFORMS INC | 2023-04-24 | 2023-11-28 | $2,026 | $1,277 | $749 | $749 | |
| 16. INTEL CORP | 2023-04-24 | 2023-11-28 | $705 | $475 | $230 | $230 | |
| 46. JP MORGAN CHASE & CO | 2020-05-07 | 2023-11-28 | $7,065 | $4,191 | $2,874 | $2,874 | |
| 9.193 JANUS HENDERSON ENTERPRISE CL N | 2020-01-08 | 2023-11-28 | $1,211 | $1,333 | -$122 | -$122 | |
| 5. KLA TENCOR CORP | 2020-01-08 | 2023-11-28 | $2,729 | $886 | $1,843 | $1,843 | |
| 8. MICROSOFT CORP | 2016-11-29 | 2023-11-28 | $3,047 | $488 | $2,559 | $2,559 | |
| 280.425 PIMCO MODERATE DURATION INSTL FUND #120 | 2023-05-30 | 2023-11-28 | $2,538 | $2,566 | -$28 | -$28 | |
| 24. PINTEREST INC CL A | 2023-04-24 | 2023-11-28 | $772 | $664 | $108 | $108 | |
| 13. ROCHE HLDG LTD SP ADR | 2023-04-24 | 2023-11-28 | $436 | $516 | -$80 | -$80 | |
| 36. SCHLUMBERGER LTD | 2021-11-22 | 2023-11-28 | $1,883 | $1,104 | $779 | $779 | |
| 12. SUNRUN INC | 2023-04-24 | 2023-11-28 | $143 | $261 | -$118 | -$118 | |
| 9. TYSON FOODS | 2023-04-24 | 2023-11-28 | $432 | $547 | -$115 | -$115 | |
| 5. UNITEDHEALTH GROUP INC | 2018-02-28 | 2023-11-28 | $2,703 | $1,153 | $1,550 | $1,550 | |
| 168.453 VANGUARD EQUITY INC ADM FD #565 | 2023-04-25 | 2023-11-28 | $14,125 | $13,997 | $128 | $128 | |
| 224.679 VANGUARD SHORT TERM BOND INDEX ADM FD #5132 | 2023-05-30 | 2023-11-28 | $2,238 | $2,236 | $2 | $2 | |
| 365.219 VANGUARD INTERMEDIATE TERM BOND INDEX ADM FD #5314 | 2023-05-30 | 2023-11-28 | $3,656 | $3,744 | -$88 | -$88 | |
| 9. VERALTO CORP | 2013-06-13 | 2023-11-28 | $661 | $148 | $513 | $513 | |
| 25.648 VICTORY SYCAMORE ESTABLISHED VALUE CL I FD #203 | 2016-11-29 | 2023-11-28 | $1,169 | $924 | $245 | $245 | |
| 6. VISA INC CL A | 2019-10-21 | 2023-11-28 | $1,517 | $1,059 | $458 | $458 | |
| 77. WEC ENERGY GROUP INC | 2022-03-25 | 2023-11-28 | $6,421 | $7,528 | -$1,107 | -$1,107 | |
| 36. WARNER BROS DISCOVERY INC | 2023-04-24 | 2023-11-28 | $380 | $483 | -$103 | -$103 | |
| 22. WELLS FARGO & CO NEW | 2020-10-29 | 2023-11-28 | $953 | $465 | $488 | $488 | |
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,868 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $335,669 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,945 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,945 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,945 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,718 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,718 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3,227 | 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 |
| Org Report Or Register State | KY | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| OLD NATIONAL WEALTH MANAGEMENT | ||||||
| PO BOX 207 | EVANSVILLE | IN | 47702 | TRUSTEE | 1 | $5,070 |
| BARBARA P HUNT | ||||||
| 123 E CENTER ST | MADISONVILLE | KY | 42431 | CO-TRUSTEE | 1 | $5,070 |
| 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 | $1,187,493 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,187,493 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,187,493 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,812 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,169,681 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $58,484 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $58,484 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,945 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,945 | TotalTaxAmt |
| Distributable Before Adj | $53,539 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $53,539 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $53,539 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $74,771 | 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 | $74,771 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $53,539 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $23,115 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $17,426 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $20,448 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $16,723 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $36,100 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $113,812 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $74,771 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $53,539 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $21,232 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $135,044 | 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 | $23,115 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $111,929 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $17,426 | ExcessFromYear4Amt |
| Excess From Year3 | $20,448 | ExcessFromYear3Amt |
| Excess From Year2 | $16,723 | ExcessFromYear2Amt |
| Excess From Year1 | $36,100 | ExcessFromYear1Amt |
| Excess From Current Year | $21,232 | 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 | MADISONVILLE COMMUNITY & TECHNICAL | BusinessNameLine1Txt |
| Business Name Line2 | COLLEGE GLEMA MAHR ARTS CENTER | BusinessNameLine2Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 COLLEGE DR | AddressLine1Txt |
| City | MADISONVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 424319185 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | PROGRAM SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $65,389 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $65,389 | 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 | $22,173 | 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 | $335,669 | 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 | $357,842 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $357,842 | 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 Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $8 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $62 | $62 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $1,050 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $278 | $278 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $21 | $21 | $0 |
Comments