GLEMA MAHR CENTER FOR THE ARTS CHARITABLE TR: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- GLEMA MAHR CENTER FOR THE ARTS CHARITABLE TR (EIN 27-6339403)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-24
- IRS object ID
- 202521149349102192
- 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
- Other Increases 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 | 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 | 2025-04-01 | 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 | 2025-04-01 | 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 | $1,292,133 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $24,625 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,036 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $90,125 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $415,746 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $90,125 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $114,750 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $114,161 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,722 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,897 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $9,826 | 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 | $5,999 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $272 | 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 | $19,727 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,169 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,826 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $73,706 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $73,706 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $93,433 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,169 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $84,532 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $21,317 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $110,992 | 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 | $999,169 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,020,478 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,292,133 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $999,169 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,020,478 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,292,133 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $999,169 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,020,478 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $999,169 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,020,478 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $999,169 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,020,478 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $999,169 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $21,317 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1 | OtherIncreasesAmt |
| Subtotal | $1,020,487 | SubtotalAmt |
| Other Decreases | $9 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,020,478 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (186 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 16. AT&T INC | 2022-03-25 | 2024-04-19 | $262 | $289 | -$27 | -$27 | |
| 9. ALLY FINL INC COM | 2023-04-24 | 2024-04-19 | $350 | $234 | $116 | $116 | |
| 22. ALPHABET INC CAP STK CL A | 2020-06-23 | 2024-04-19 | $3,383 | $1,612 | $1,771 | $1,771 | |
| 5. AMAZON COM INC | 2023-04-24 | 2024-04-19 | $871 | $531 | $340 | $340 | |
| 5. APPLE COMPUTER INC | 2009-01-20 | 2024-04-19 | $826 | $14 | $812 | $812 | |
| 8. CVS CORP | 2019-07-26 | 2024-04-19 | $557 | $446 | $111 | $111 | |
| 8. CAPITAL ONE FINL CORP | 2020-05-07 | 2024-04-19 | $1,145 | $488 | $657 | $657 | |
| 5. CITIGROUP INC | 2023-11-28 | 2024-04-19 | $295 | $225 | $70 | $70 | |
| 10. COMERICA INS | 2023-07-11 | 2024-04-19 | $513 | $463 | $50 | $50 | |
| 7. CUMMINS ENGINE CO INC | 2023-04-24 | 2024-04-19 | $2,007 | $1,644 | $363 | $363 | |
| 12. CUMMINS ENGINE CO INC | 2019-07-26 | 2024-04-19 | $3,441 | $2,100 | $1,341 | $1,341 | |
| 6. GLOBAL PMTS INC COM | 2023-04-24 | 2024-04-19 | $731 | $651 | $80 | $80 | |
| 5. INTEL CORP | 2023-04-24 | 2024-04-19 | $171 | $148 | $23 | $23 | |
| 14. ISHARES S&P 100 ETF | 2023-11-28 | 2024-04-19 | $3,283 | $3,016 | $267 | $267 | |
| 706.719 JPMORGAN SMALL CAP EQUITY FUND CLASS I #367 | 2023-04-25 | 2024-04-19 | $37,491 | $35,788 | $1,703 | $1,703 | |
| 407.963 JPMORGAN SMALL CAP EQUITY FUND CLASS I #367 | 2022-12-15 | 2024-04-19 | $21,642 | $20,545 | $1,097 | $1,097 | |
| 5. KLA TENCOR CORP | 2020-01-08 | 2024-04-19 | $3,133 | $886 | $2,247 | $2,247 | |
| 105.947 MFS INSTITUTIONAL INTERNATIONAL EQUITY FUND #403 | 2022-12-15 | 2024-04-19 | $3,484 | $3,004 | $480 | $480 | |
| 6. MICROCHIP TECHNOLOGY INC COM | 2020-01-08 | 2024-04-19 | $487 | $329 | $158 | $158 | |
| 6. NISOURCE INC COM | 2023-11-28 | 2024-04-19 | $166 | $158 | $8 | $8 | |
| 6. RINGCENTRAL INC CL A | 2023-04-24 | 2024-04-19 | $176 | $171 | $5 | $5 | |
| 5. ROCHE HLDG LTD SPONSORED ADR | 2023-04-24 | 2024-04-19 | $152 | $199 | -$47 | -$47 | |
| 5. SCHLUMBERGER LTD | 2021-11-22 | 2024-04-19 | $249 | $153 | $96 | $96 | |
| 5. TAIWAN SEMICONDUCTOR MFG CO LTD | 2019-10-21 | 2024-04-19 | $643 | $251 | $392 | $392 | |
| 5. TYSON FOODS | 2023-04-24 | 2024-04-19 | $300 | $304 | -$4 | -$4 | |
| 9. UNITED AIRLINES HOLDINGS, INC. | 2023-04-24 | 2024-04-19 | $463 | $396 | $67 | $67 | |
| 539.581 VANGUARD EQUITY INCOME FUND ADM #565 | 2023-04-25 | 2024-04-19 | $46,857 | $44,834 | $2,023 | $2,023 | |
| 5. VEEVA SYS INC CL A COM | 2023-04-24 | 2024-04-19 | $991 | $934 | $57 | $57 | |
| 5. VENTAS INC COM | 2023-11-28 | 2024-04-19 | $215 | $226 | -$11 | -$11 | |
| 9. VISA INC CL A | 2019-10-21 | 2024-04-19 | $2,430 | $1,589 | $841 | $841 | |
| 10. WARNER BROS DISCOVERY INC SERIES A COM | 2023-04-24 | 2024-04-19 | $84 | $134 | -$50 | -$50 | |
| 43. WELLS FARGO & CO NEW | 2020-10-29 | 2024-04-19 | $2,583 | $909 | $1,674 | $1,674 | |
| 6. APTIV PLC | 2023-07-11 | 2024-04-19 | $417 | $663 | -$246 | -$246 | |
| 28. ALPHABET INC CAP STK CL A | 2020-06-23 | 2024-09-05 | $4,384 | $2,051 | $2,333 | $2,333 | |
| 26. AMAZON COM INC | 2023-04-24 | 2024-09-05 | $4,607 | $2,760 | $1,847 | $1,847 | |
| 5. BATH & BODY WORKS INC COM | 2023-04-24 | 2024-09-05 | $147 | $180 | -$33 | -$33 | |
| 38. DIAMONDBACK ENERGY INC COM | 2023-04-24 | 2024-09-05 | $6,996 | $5,464 | $1,532 | $1,532 | |
| 87. DUPONT DE NEMOURS INC COM | 2023-04-24 | 2024-09-05 | $7,059 | $6,126 | $933 | $933 | |
| 5. EOG RESOURCES INC | 2023-04-24 | 2024-09-05 | $607 | $598 | $9 | $9 | |
| 8. META PLATFORM, INC. | 2023-04-24 | 2024-09-05 | $4,118 | $1,703 | $2,415 | $2,415 | |
| 15. ISHARES S&P 100 ETF | 2023-11-28 | 2024-09-05 | $3,957 | $3,231 | $726 | $726 | |
| 450. ISHARES S&P 100 ETF | 2023-07-11 | 2024-09-05 | $118,701 | $92,516 | $26,185 | $26,185 | |
| 5.026 JANUS HENDERSON ENTERPRISE FUND N SHARES #1450 | 2020-01-08 | 2024-09-05 | $746 | $729 | $17 | $17 | |
| 44.888 OBERWEIS SMALL-CAP OPPORTUNITIES FUND - INSTL #10 | 2024-04-19 | 2024-09-05 | $1,150 | $1,050 | $100 | $100 | |
| 57. PINTEREST INC CL A | 2023-04-24 | 2024-09-05 | $1,754 | $1,578 | $176 | $176 | |
| 5. SUNRUN INC COM | 2023-04-24 | 2024-09-05 | $96 | $109 | -$13 | -$13 | |
| 14.556 JP MORGAN UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND - R6 #346 | 2024-04-19 | 2024-09-05 | $1,263 | $1,175 | $88 | $88 | |
| 951.954 VANGUARD INTER TERM BD IDX ADM #5314 | 2023-05-30 | 2024-09-05 | $10,081 | $9,758 | $323 | $323 | |
| 48. WELLS FARGO & CO NEW | 2020-10-29 | 2024-09-05 | $2,716 | $1,014 | $1,702 | $1,702 | |
| 126. AT&T INC | 2022-03-25 | 2024-11-19 | $2,859 | $2,279 | $580 | $580 | |
| 5. ALBEMARLE CORP COM | 2023-07-11 | 2024-11-19 | $532 | $1,194 | -$662 | -$662 | |
| 19. ALLY FINL INC COM | 2023-04-24 | 2024-11-19 | $674 | $494 | $180 | $180 | |
| 19. ALPHABET INC CAP STK CL A | 2020-06-23 | 2024-11-19 | $3,388 | $1,392 | $1,996 | $1,996 | |
| 18. AMAZON COM INC | 2023-04-24 | 2024-11-19 | $3,672 | $1,911 | $1,761 | $1,761 | |
| 6. AMERICAN ELEC PWR INC | 2023-11-28 | 2024-11-19 | $580 | $480 | $100 | $100 | |
| 11. APPLE COMPUTER INC | 2009-01-20 | 2024-11-19 | $2,508 | $32 | $2,476 | $2,476 | |
| 5. CVS CORP | 2023-04-24 | 2024-11-19 | $278 | $367 | -$89 | -$89 | |
| 22. CAPITAL ONE FINL CORP | 2020-05-07 | 2024-11-19 | $3,992 | $1,341 | $2,651 | $2,651 | |
| 8. CARMAX INC COM | 2023-04-24 | 2024-11-19 | $600 | $551 | $49 | $49 | |
| 7. CITIGROUP INC | 2023-11-28 | 2024-11-19 | $480 | $314 | $166 | $166 | |
| 27. COMERICA INS | 2023-07-11 | 2024-11-19 | $1,833 | $1,249 | $584 | $584 | |
| 5. CONOCOPHILLIPS | 2023-04-24 | 2024-11-19 | $563 | $519 | $44 | $44 | |
| 24. CONSTELLATION BRANDS INC | 2020-02-13 | 2024-11-19 | $5,763 | $4,829 | $934 | $934 | |
| 88.758 DRIEHAUS EMERGING MARKETS GROWTH FUND - INST #23 | 2023-07-11 | 2024-11-19 | $3,361 | $2,996 | $365 | $365 | |
| 7. META PLATFORM, INC. | 2023-04-24 | 2024-11-19 | $3,913 | $1,490 | $2,423 | $2,423 | |
| 7. FORTINET INC COM | 2024-09-05 | 2024-11-19 | $634 | $530 | $104 | $104 | |
| 136.158 OAKMARK INTERNATIONAL FUND - INST #2886 | 2023-07-11 | 2024-11-19 | $3,467 | $3,616 | -$149 | -$149 | |
| 13.258 JANUS HENDERSON ENTERPRISE FUND N SHARES #1450 | 2020-01-08 | 2024-11-19 | $2,060 | $1,922 | $138 | $138 | |
| 243.537 MFS INSTITUTIONAL INTERNATIONAL EQUITY FUND #403 | 2023-04-25 | 2024-11-19 | $8,439 | $7,303 | $1,136 | $1,136 | |
| 7. MICROSOFT CORP | 2016-11-29 | 2024-11-19 | $2,919 | $427 | $2,492 | $2,492 | |
| 35. MICROCHIP TECHNOLOGY INC COM | 2020-01-08 | 2024-11-19 | $2,271 | $1,917 | $354 | $354 | |
| 11. MOSAIC CO NEW COM | 2024-09-05 | 2024-11-19 | $279 | $292 | -$13 | -$13 | |
| 11. NISOURCE INC COM | 2023-11-28 | 2024-11-19 | $408 | $289 | $119 | $119 | |
| 9. NVIDIA CORP COM | 2024-09-05 | 2024-11-19 | $1,320 | $960 | $360 | $360 | |
| 65.445 OBERWEIS SMALL-CAP OPPORTUNITIES FUND - INSTL #10 | 2024-04-19 | 2024-11-19 | $1,761 | $1,531 | $230 | $230 | |
| 43.515 PIMCO MODERTATE DURATION FUND CLASS I #120 | 2023-05-30 | 2024-11-19 | $400 | $395 | $5 | $5 | |
| 122.693 PUTNAM LARGE CAP VALUE FUND CLASS R6 #8810 | 2024-09-05 | 2024-11-19 | $4,661 | $4,455 | $206 | $206 | |
| 8. ROCHE HLDG LTD SPONSORED ADR | 2023-04-24 | 2024-11-19 | $283 | $318 | -$35 | -$35 | |
| 5. SALESFORCE INC | 2019-10-21 | 2024-11-19 | $1,621 | $723 | $898 | $898 | |
| 6. SCHLUMBERGER LTD | 2021-11-22 | 2024-11-19 | $257 | $184 | $73 | $73 | |
| 5. SUNRUN INC COM | 2023-04-24 | 2024-11-19 | $49 | $109 | -$60 | -$60 | |
| 5. TAIWAN SEMICONDUCTOR MFG CO LTD | 2019-10-21 | 2024-11-19 | $948 | $251 | $697 | $697 | |
| 5.013 JP MORGAN UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND - R6 #3467 | 2024-04-19 | 2024-11-19 | $457 | $405 | $52 | $52 | |
| 5. UNITED AIRLINES HOLDINGS, INC. | 2023-04-24 | 2024-11-19 | $470 | $220 | $250 | $250 | |
| 178.033 VANGUARD INTER TERM BD IDX ADM #5314 | 2023-05-30 | 2024-11-19 | $1,820 | $1,825 | -$5 | -$5 | |
| 10. VENTAS INC COM | 2024-09-05 | 2024-11-19 | $643 | $538 | $105 | $105 | |
| 78.745 VANGUARD GROWTH INDEX FUND ADM #509 | 2023-07-11 | 2024-11-19 | $16,366 | $11,414 | $4,952 | $4,952 | |
| 42.298 VICTORY SYCAMORE ESTABLISHED VALUE FUND CLASS I #203 | 2023-07-11 | 2024-11-19 | $2,218 | $1,663 | $555 | $555 | |
| 7. VISA INC CL A | 2019-10-21 | 2024-11-19 | $2,181 | $1,236 | $945 | $945 | |
| 21. WARNER BROS DISCOVERY INC SERIES A COM | 2023-04-24 | 2024-11-19 | $200 | $282 | -$82 | -$82 | |
| 56. WELLS FARGO & CO NEW | 2020-10-29 | 2024-11-19 | $4,123 | $1,183 | $2,940 | $2,940 | |
| 22. RINGCENTRAL INC CL A | 2023-04-24 | 2024-12-20 | $822 | $628 | $194 | $194 | |
| 56. APTIV PLC | 2023-07-11 | 2024-12-20 | $3,281 | $6,191 | -$2,910 | -$2,910 | |
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P | |||||
| CAPITAL GAIN DIVIDENDS | $8,212 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $90,125 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,543 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,543 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,543 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,500 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $957 | OverpaymentAmt |
| Applied To ES Tax | $957 | 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 | $6,361 |
| BARBARA P HUNT | ||||||
| 123 E CENTER ST | MADISONVILLE | KY | 42431 | CO-TRUSTEE | 1 | $6,361 |
| 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 | $1,311,247 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,311,247 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,311,247 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,669 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,291,578 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $64,579 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $64,579 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,543 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,543 | TotalTaxAmt |
| Distributable Before Adj | $63,036 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $63,036 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $63,036 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $84,532 | 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 | $84,532 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $63,036 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $17,426 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $20,448 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $16,723 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $36,100 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $21,232 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $111,929 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $84,532 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $63,036 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $21,496 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $133,425 | 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 | $17,426 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $115,999 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $20,448 | ExcessFromYear4Amt |
| Excess From Year3 | $16,723 | ExcessFromYear3Amt |
| Excess From Year2 | $36,100 | ExcessFromYear2Amt |
| Excess From Year1 | $21,232 | ExcessFromYear1Amt |
| Excess From Current Year | $21,496 | 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 | $73,706 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $73,706 | 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 | $24,625 | 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 | $90,125 | 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 | $114,750 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $114,750 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2024 ROC ADJ | Desc |
| Amt | $9 | Amt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $1 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $127 | $127 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $3,227 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $2,500 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $130 | $130 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $15 | $15 | $0 |
Comments