ANNA BOSSE TRUST: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ANNA BOSSE TRUST (EIN 35-6013398)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-24
- IRS object ID
- 202541149349101914
- 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
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-24T16:01:26-05:00 | 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 | 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 | 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 | $4,459,168 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $93,856 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $93,678 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $254,784 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $862,567 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $254,784 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $348,640 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $348,462 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $49,153 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $11,192 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $37,961 | 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 | $350 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $350 | 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 | $6,636 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $814 | 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 | $9 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $57,148 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,006 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $39,311 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $166,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $166,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $223,248 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,006 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $205,411 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $125,392 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $336,456 | 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 | $3,462,170 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,590,684 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,459,168 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,462,170 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,590,684 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,459,168 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,462,170 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,590,684 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,462,170 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,590,684 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,462,170 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,590,684 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,462,170 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $125,392 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,125 | OtherIncreasesAmt |
| Subtotal | $3,590,687 | SubtotalAmt |
| Other Decreases | $3 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,590,684 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (100 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 25000. US TREASURY N/B 2.75% 02/15/2024 | 2023-05-09 | 2024-02-15 | $25,000 | $25,000 | |||
| 82. SECTOR SPDR TR SHS BEN INT-BASIC INDUSTRIES | 2017-03-21 | 2024-03-07 | $7,366 | $4,253 | $3,113 | $3,113 | |
| 294. SELECT SECTOR SPDR TR HEALTH CARE | 2018-03-19 | 2024-03-07 | $43,139 | $21,894 | $21,245 | $21,245 | |
| 235. SELECT SECTOR SPDR TR CONSUMER STAPLES | 2017-03-21 | 2024-03-07 | $17,796 | $12,954 | $4,842 | $4,842 | |
| 190. SELECT SECTOR SPDR TR CONSUMER DISCRETIONARY | 2017-03-21 | 2024-03-07 | $34,405 | $16,394 | $18,011 | $18,011 | |
| 146. SELECT SECTOR SPDR TR ENERGY | 2019-02-06 | 2024-03-07 | $12,835 | $9,993 | $2,842 | $2,842 | |
| 835. SELECT SECTOR SPDR TR FINANCIAL | 2017-03-21 | 2024-03-07 | $33,801 | $19,717 | $14,084 | $14,084 | |
| 215. SELECT SECTOR SPDR TR INDL | 2017-03-21 | 2024-03-07 | $26,337 | $13,877 | $12,460 | $12,460 | |
| 517. AMEX TECHNOLOGY SELECT SPDR | 2017-03-21 | 2024-03-07 | $108,756 | $27,282 | $81,474 | $81,474 | |
| 400. SELECT SECTOR SPDR TR COMMUNICATION SVCS SELECT SECTOR | 2018-10-03 | 2024-03-07 | $31,872 | $19,603 | $12,269 | $12,269 | |
| 165. SELECT SECTOR SPDR TR RL EST SEL SEC | 2019-02-06 | 2024-03-07 | $6,532 | $5,276 | $1,256 | $1,256 | |
| 110. SECTOR SPDR TR SHS BEN INT-UTILITIES | 2019-06-12 | 2024-03-07 | $6,998 | $6,340 | $658 | $658 | |
| 30000. FED HOME LN BK 3.25% 03/08/2024 | 2018-10-04 | 2024-03-08 | $30,000 | $30,000 | |||
| 1700.337 JPMORGAN SMALL CAP EQUITY FUND CLASS I #367 | 2023-05-08 | 2024-03-08 | $94,879 | $85,918 | $8,961 | $8,961 | |
| 1387.74 JPMORGAN SMALL CAP EQUITY FUND CLASS I #367 | 2022-12-07 | 2024-03-08 | $77,436 | $79,573 | -$2,137 | -$2,137 | |
| 1215.214 VANGUARD EQUITY INCOME FUND ADM #565 | 2023-05-08 | 2024-03-08 | $106,380 | $100,000 | $6,380 | $6,380 | |
| 35000. BURLINGTON NORTHN SANTA FE 3.75% 04/01/2024 | 2018-10-19 | 2024-04-01 | $35,000 | $35,000 | |||
| 18. ALPHABET INC CAP STK CL A | 2015-02-20 | 2024-04-24 | $2,866 | $487 | $2,379 | $2,379 | |
| 5. AMERICAN ELEC PWR INC | 2023-12-27 | 2024-04-24 | $432 | $403 | $29 | $29 | |
| 12. CITIGROUP INC | 2023-12-27 | 2024-04-24 | $751 | $618 | $133 | $133 | |
| 6. COMERICA INS | 2021-05-11 | 2024-04-24 | $317 | $463 | -$146 | -$146 | |
| 16. CONOCOPHILLIPS | 2022-05-23 | 2024-04-24 | $2,072 | $1,744 | $328 | $328 | |
| 56. CUMMINS ENGINE CO INC | 2021-03-11 | 2024-04-24 | $16,390 | $10,033 | $6,357 | $6,357 | |
| 11. DIAMONDBACK ENERGY INC COM | 2020-08-14 | 2024-04-24 | $2,248 | $574 | $1,674 | $1,674 | |
| 32. DUPONT DE NEMOURS INC COM | 2021-12-27 | 2024-04-24 | $2,358 | $2,554 | -$196 | -$196 | |
| 7. META PLATFORM, INC. | 2016-04-25 | 2024-04-24 | $3,453 | $769 | $2,684 | $2,684 | |
| 5. KLA TENCOR CORP | 2019-04-22 | 2024-04-24 | $3,269 | $615 | $2,654 | $2,654 | |
| 11. NISOURCE INC COM | 2023-12-27 | 2024-04-24 | $310 | $289 | $21 | $21 | |
| 5. RINGCENTRAL INC CL A | 2020-09-24 | 2024-04-24 | $150 | $1,301 | -$1,151 | -$1,151 | |
| 30. SCHLUMBERGER LTD | 2021-09-15 | 2024-04-24 | $1,470 | $879 | $591 | $591 | |
| 9. VENTAS INC COM | 2023-12-27 | 2024-04-24 | $392 | $453 | -$61 | -$61 | |
| 9. VISA INC CL A | 2011-09-15 | 2024-04-24 | $2,485 | $203 | $2,282 | $2,282 | |
| 47. WELLS FARGO & CO NEW | 2020-08-14 | 2024-04-24 | $2,855 | $1,191 | $1,664 | $1,664 | |
| 6. APTIV PLC | 2023-07-27 | 2024-04-24 | $426 | $655 | -$229 | -$229 | |
| 25.049 DRIEHAUS EMERGING MARKETS GROWTH FUND - INST #23 | 2019-02-07 | 2024-04-25 | $923 | $854 | $69 | $69 | |
| 8.067 FIDELITY INTERNATIONAL INDEX FUND #2363 | 2022-12-07 | 2024-04-25 | $390 | $343 | $47 | $47 | |
| 97.859 OBERWEIS SMALL-CAP OPPORTUNITIES FUND - INSTL #10 | 2024-03-08 | 2024-04-25 | $2,350 | $2,376 | -$26 | -$26 | |
| 16.193 JP MORGAN UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND - R6 #346 | 2024-03-08 | 2024-04-25 | $1,326 | $1,325 | $1 | $1 | |
| 34.927 VICTORY SYCAMORE ESTABLISHED VALUE FUND CLASS I #203 | 2018-03-19 | 2024-04-25 | $1,682 | $1,424 | $258 | $258 | |
| 25000. US TREASURY N/B 3% 06/30/2024 | 2023-05-09 | 2024-06-30 | $25,000 | $25,000 | |||
| 53. ALPHABET INC CAP STK CL A | 2015-02-20 | 2024-08-06 | $8,417 | $1,433 | $6,984 | $6,984 | |
| 52. AMAZON COM INC | 2018-10-03 | 2024-08-06 | $8,528 | $5,090 | $3,438 | $3,438 | |
| 65. DIAMONDBACK ENERGY INC COM | 2021-12-27 | 2024-08-06 | $12,382 | $2,602 | $9,780 | $9,780 | |
| 153. DUPONT DE NEMOURS INC COM | 2021-12-27 | 2024-08-06 | $12,058 | $12,210 | -$152 | -$152 | |
| 10. META PLATFORM, INC. | 2016-04-25 | 2024-08-06 | $4,996 | $1,098 | $3,898 | $3,898 | |
| 7. KLA TENCOR CORP | 2019-04-22 | 2024-08-06 | $5,061 | $861 | $4,200 | $4,200 | |
| 106. PINTEREST INC CL A | 2021-12-27 | 2024-08-06 | $3,107 | $3,917 | -$810 | -$810 | |
| 89. WELLS FARGO & CO NEW | 2020-08-14 | 2024-08-06 | $4,689 | $2,254 | $2,435 | $2,435 | |
| 43. CONSTELLATION BRANDS INC | 2020-02-27 | 2024-12-05 | $10,305 | $7,604 | $2,701 | $2,701 | |
| 63. MICROCHIP TECHNOLOGY INC COM | 2019-04-22 | 2024-12-05 | $3,685 | $3,087 | $598 | $598 | |
| CAPITAL GAIN DIVIDENDS | $16,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,892 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,892 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $254,784 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,677 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,677 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,677 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,370 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $4,370 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $307 | 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 | $49,153 | 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 | $4,372,142 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,372,142 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,372,142 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $65,582 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,306,560 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $215,328 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $215,328 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,677 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,677 | TotalTaxAmt |
| Distributable Before Adj | $210,651 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $3,125 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $213,776 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $213,776 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $205,411 | 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 | $205,411 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $213,776 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $24,513 | 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 | $205,411 | QualifyingDistributionsAmt |
| Applied To Year1 | $24,513 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $180,898 | 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 | $32,878 | 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 (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| VANN PARK NEIGHBORHOOD ASSOC | ||||||||
| 3010 E CHANDLER AVE | EVANSVILLE | IN | 47714 | NONE | PC | PROGRAM SUPPPORT | $1,000 | |
| UNIVERSITY OF EVANSVILLE | ||||||||
| 1800 LINCOLN AVE | EVANSVILLE | IN | 47722 | NONE | I | SCHOLARSHIPS | $58,500 | STUDENT - VARIOUS STUDENTS |
| EVANSVILLE PHILHARMONIC | ||||||||
| PO BOX 84 | EVANSVILLE | IN | 477010084 | NONE | PC | PROGRAM SUPPORT | $5,000 | ORCHESTRAL CORPORATION |
| WNIN TRI-STATE PUBLIC MEDIA INC | ||||||||
| TWO MAIN ST | EVANSVILLE | IN | 477081450 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| EVANSVILLE SYMPHONIC BAND | ||||||||
| PO BOX 4205 | EVANSVILLE | IN | 477240205 | NONE | PC | PROGRAM SUPPORT | $4,000 | |
| UNITED NEIGHBORHOOD OF EVANSVILLE | ||||||||
| 320 SE MARTIN LUTHER KING JR BLVD | EVANSVILLE | IN | 477131815 | NONE | PC | PROGRAM SUPPORT | $3,600 | LAMASCO NEIGHBORHOOD ASSOCIATION |
| INDIANA STATE UNIVERSITY | ||||||||
| PARSONS HALL 100 | TERRE HAUTE | IN | 47809 | NONE | I | SCHOLARSHIPS | $1,000 | STUDENT - MALAYIA JACKSON |
| INDIANA UNIVERSITY | ||||||||
| 400 E 7TH ST - POPLARS BUILDING | BLOOMINGTON | IN | 474053085 | NONE | I | SCHOLARSHIPS | $39,000 | STUDENT - VARIOUS STUDENTS |
| PURDUE UNIVERSITY | ||||||||
| 610 PURDUE MALL | WEST LAFAYETTE | IN | 479072040 | NONE | I | SCHOLARSHIPS | $45,500 | STUDENT - VARIOUS STUDENTS |
| HAYNIE'S CORNER ART DISTRICT ASSN | ||||||||
| 26 ADAMS AVE | EVANSVILLE | IN | 47713 | NONE | PC | PROGRAM SUPPORT | $3,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $166,100 | 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 | $93,856 | 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 | $254,784 | 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 | $348,640 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $348,640 | 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 | $350 | LegalFeesAmt |
| Disbursements Charitable Prps | $350 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURN OF CAPITAL ADJ ON SALES | Desc |
| Amt | $3 | 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 | $9 | 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 | PY CHARITABLE DIST RECOVERY | Desc |
| Amt | $3,125 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $210 | $210 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $1,452 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $4,370 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $530 | $530 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $74 | $74 | $0 |
Comments