GLEMA MAHR CENTER FOR THE ARTS CHARITABLE TR: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- GLEMA MAHR CENTER FOR THE ARTS CHARITABLE TR (EIN 27-6339403)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-04-27
- IRS object ID
- 202321179349101207
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-27T11:00:27-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-04-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOUG HART | PreparerPersonNm |
| PTIN | P00241831 | PTIN |
| Phone | 5137748805 | PhoneNum |
| Preparation | 2023-04-27 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $1,089,814 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $16,107 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,107 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $46,015 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $357,450 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $46,015 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $62,122 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $62,122 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $10,043 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,741 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $8,302 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,750 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $244 | 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 | $13,793 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,985 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,302 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $86,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $86,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $100,193 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,985 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $95,702 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$38,071 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $60,137 | 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 | $757,328 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $719,259 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,089,814 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $757,328 | TotalAssetsBOYAmt |
| Total Assets EOY | $719,259 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,089,814 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $757,328 | CapitalStockBOYAmt |
| Capital Stock EOY | $719,259 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $757,328 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $719,259 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $757,328 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $719,259 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $757,328 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$38,071 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5 | OtherIncreasesAmt |
| Subtotal | $719,262 | SubtotalAmt |
| Other Decreases | $3 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $719,259 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (64 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 43. ADOBE SYS INC | 2018-02-28 | 2022-03-25 | $18,448 | $9,081 | $9,367 | $9,367 | |
| 138. APPLE COMPUTER INC | 2009-01-20 | 2022-03-25 | $23,953 | $397 | $23,556 | $23,556 | |
| 163. BANK OF AMERICA CORP | 2019-11-25 | 2022-03-25 | $7,113 | $5,452 | $1,661 | $1,661 | |
| 300. COMCAST CORP CL A | 2016-11-29 | 2022-03-25 | $14,154 | $10,444 | $3,710 | $3,710 | |
| 10. COSTCO WHSL CORP NEW | 2019-06-06 | 2022-03-25 | $5,510 | $2,516 | $2,994 | $2,994 | |
| 67. ECOLAB INC | 2010-11-04 | 2022-03-25 | $11,870 | $3,343 | $8,527 | $8,527 | |
| 38. MARTIN MARIETTA MATERIALS INC | 2021-08-25 | 2022-03-25 | $14,828 | $14,673 | $155 | $155 | |
| 144. MONSTER BEVERAGE CORP | 2014-07-03 | 2022-03-25 | $11,334 | $3,373 | $7,961 | $7,961 | |
| 11. ROPER TECHNOLOGIES INC | 2021-05-03 | 2022-03-25 | $5,082 | $4,901 | $181 | $181 | |
| 65. STARBUCKS CORP | 2019-11-25 | 2022-03-25 | $5,650 | $5,440 | $210 | $210 | |
| 50. ULTA BEAUTY INC | 2020-10-29 | 2022-03-25 | $19,668 | $10,378 | $9,290 | $9,290 | |
| .721 WARNER BROS DISCOVERY INC | 2022-03-25 | 2022-07-19 | $10 | $17 | -$7 | -$7 | |
| 199.882 CARILLON EAGLE SMALL CAP GROWTH CL I FD #3933 | 2020-01-08 | 2022-12-08 | $6,942 | $10,758 | -$3,816 | -$3,816 | |
| 722.458 INVESCO OPPENHEIMER INTL GROWTH CL R6 FD #7063 | 2020-10-29 | 2022-12-15 | $24,455 | $30,840 | -$6,385 | -$6,385 | |
| 300. AMAZON COM INC | 2020-06-23 | 2022-12-15 | $26,413 | $30,248 | -$3,835 | -$3,835 | |
| 215. BATH & BODY WKS INC | 2022-03-25 | 2022-12-15 | $8,968 | $10,960 | -$1,992 | -$1,992 | |
| 110. CARMAX INC | 2020-06-23 | 2022-12-15 | $7,211 | $10,169 | -$2,958 | -$2,958 | |
| 127. COMERICA INS | 2021-05-03 | 2022-12-15 | $8,103 | $9,569 | -$1,466 | -$1,466 | |
| 719.252 DRIEHAUS EMERGING MKTS GROWTH INSTL FD #23 | 2019-11-26 | 2022-12-15 | $23,016 | $26,884 | -$3,868 | -$3,868 | |
| 88. DUPONT DE NEMOURS INC | 2022-03-25 | 2022-12-15 | $5,948 | $6,749 | -$801 | -$801 | |
| 20. META PLATFORMS INC | 2020-01-08 | 2022-12-15 | $2,305 | $4,317 | -$2,012 | -$2,012 | |
| 461.537 OAKMARK INTL INSTL FD #2886 | 2021-05-03 | 2022-12-15 | $10,606 | $13,592 | -$2,986 | -$2,986 | |
| 143. INTEL CORP | 2022-03-25 | 2022-12-15 | $3,882 | $7,380 | -$3,498 | -$3,498 | |
| 625.078 JPMORGAN US SMALL COMPANY CL L FD #1384 | 2020-02-13 | 2022-12-15 | $9,564 | $11,158 | -$1,594 | -$1,594 | |
| 256. MONSTER BEVERAGE CORP | 2014-07-03 | 2022-12-15 | $25,489 | $5,992 | $19,497 | $19,497 | |
| 420.465 BOSTON PARTNERS SMALL CAP VALUE II INSTL FD #77 | 2019-11-26 | 2022-12-15 | $10,541 | $10,840 | -$299 | -$299 | |
| 21. RINGCENTRAL INC CL A | 2020-10-29 | 2022-12-15 | $839 | $5,607 | -$4,768 | -$4,768 | |
| 30. STRYKER CORP | 2019-07-26 | 2022-12-15 | $7,356 | $6,447 | $909 | $909 | |
| 185. UNITED AIRLINES HLDGS INC | 2021-05-03 | 2022-12-15 | $7,135 | $10,104 | -$2,969 | -$2,969 | |
| 43. VEEVA SYSTEMS INC | 2020-06-23 | 2022-12-15 | $7,297 | $8,663 | -$1,366 | -$1,366 | |
| 277. WARNER BROS DISCOVERY INC | 2022-03-25 | 2022-12-15 | $2,755 | $6,487 | -$3,732 | -$3,732 | |
| 52. AON PLC | 2021-08-25 | 2022-12-15 | $15,794 | $14,656 | $1,138 | $1,138 | |
| CAPITAL GAIN DIVIDENDS | $5,211 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,211 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,211 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,211 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,211 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,211 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,211 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,211 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,211 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,211 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,211 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,211 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,211 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,211 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,211 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,211 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,211 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,211 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,211 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,211 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,211 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,211 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,211 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,211 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,211 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,211 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,211 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,211 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,211 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,211 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,211 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,211 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $46,015 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $836 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $836 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $836 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,504 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,504 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $668 | OverpaymentAmt |
| Applied To ES Tax | $668 | 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 | $5,021 |
| BARBARA P HUNT | ||||||
| 123 E CENTER ST | MADISONVILLE | KY | 42431 | CO-TRUSTEE | 1 | $5,022 |
| 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 | $1,227,175 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,227,175 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,227,175 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,408 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,208,767 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $60,438 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $60,438 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $836 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $836 | TotalTaxAmt |
| Distributable Before Adj | $59,602 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $59,602 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $59,602 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $95,702 | 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 | $95,702 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $59,602 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $9,151 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $23,115 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $17,426 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $20,448 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $16,723 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $86,863 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $95,702 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $59,602 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $36,100 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $122,963 | 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 | $9,151 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $113,812 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $23,115 | ExcessFromYear4Amt |
| Excess From Year3 | $17,426 | ExcessFromYear3Amt |
| Excess From Year2 | $20,448 | ExcessFromYear2Amt |
| Excess From Year1 | $16,723 | ExcessFromYear1Amt |
| Excess From Current Year | $36,100 | 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 | 42431 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | PROGRAM SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $86,400 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $86,400 | 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 | $16,107 | 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 | $46,015 | 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 | $62,122 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $62,122 | 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 | NON TAXABLE MUTUAL FUND ADJ | Desc |
| Amt | $3 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $5 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $97 | $97 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $1,002 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $1,504 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $140 | $140 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $7 | $7 | $0 |
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