ANNA BOSSE TRUST: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ANNA BOSSE TRUST (EIN 35-6013398)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-04-27
- IRS object ID
- 202331179349100633
- 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 Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-27T11:00:26-05:00 | 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 | 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 | 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 | $3,695,112 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $70,052 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $69,929 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $39,646 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $733,188 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $39,646 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $109,698 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $109,575 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $37,482 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,499 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $30,983 | 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 | $7,305 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $695 | 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 | $45,793 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,194 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $31,983 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $160,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $160,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $205,793 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,194 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $191,983 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$96,095 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $102,381 | 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 | $3,439,228 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,343,403 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,695,112 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,439,228 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,343,403 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,695,112 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,439,228 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,343,403 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,439,228 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,343,403 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,439,228 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,343,403 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,439,228 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$96,095 | ExcessRevenueOverExpensesAmt |
| Other Increases | $502 | OtherIncreasesAmt |
| Subtotal | $3,343,635 | SubtotalAmt |
| Other Decreases | $232 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,343,403 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (88 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 30000. FED HOME LN MTG 2.375% 01/13/2022 | 2014-07-24 | 2022-01-13 | $30,000 | $30,000 | |||
| 246. BANK OF AMERICA CORP | 2021-03-11 | 2022-04-21 | $9,570 | $6,451 | $3,119 | $3,119 | |
| 19. CVS CORP | 2018-06-06 | 2022-04-21 | $1,997 | $1,235 | $762 | $762 | |
| 17. DIAMONDBACK ENERGY INC | 2018-09-04 | 2022-04-21 | $2,343 | $2,043 | $300 | $300 | |
| 220. SPDR PORTFOLIO S&P 500 VALUE ETF | 2019-09-20 | 2022-04-21 | $9,255 | $7,117 | $2,138 | $2,138 | |
| 10. SECTOR SPDR TR SHS BEN INT-BASIC INDUSTRIES | 2017-03-21 | 2022-04-21 | $891 | $519 | $372 | $372 | |
| 22. SELECT SECTOR SPDR INDUSTRIAL ETF | 2017-03-21 | 2022-04-21 | $2,219 | $1,420 | $799 | $799 | |
| 9. STRYKER CORP | 2015-10-21 | 2022-04-21 | $2,435 | $899 | $1,536 | $1,536 | |
| 40. TAIWAN SEMICONDUCTOR MFG CO LTD | 2019-10-10 | 2022-04-21 | $3,906 | $1,960 | $1,946 | $1,946 | |
| 40. ULTA BEAUTY INC | 2021-03-11 | 2022-04-21 | $16,881 | $9,388 | $7,493 | $7,493 | |
| 16. VANGUARD S&P 500 ETF | 2019-09-20 | 2022-04-21 | $6,445 | $4,309 | $2,136 | $2,136 | |
| 10. AON PLC | 2016-08-15 | 2022-04-21 | $3,331 | $1,096 | $2,235 | $2,235 | |
| 5.133 OAKMARK INTL INSTL FD #2886 | 2014-09-17 | 2022-04-22 | $127 | $132 | -$5 | -$5 | |
| 5. COSTCO WHSL CORP NEW | 2015-09-21 | 2022-05-23 | $2,149 | $677 | $1,472 | $1,472 | |
| 6. DANAHER CORP | 2015-10-21 | 2022-05-23 | $1,517 | $404 | $1,113 | $1,113 | |
| 24. DIAMONDBACK ENERGY INC | 2018-09-04 | 2022-05-23 | $3,262 | $2,885 | $377 | $377 | |
| 11. HOME DEPOT | 2016-08-15 | 2022-05-23 | $3,144 | $1,511 | $1,633 | $1,633 | |
| 44. STRYKER CORP | 2021-03-11 | 2022-05-23 | $10,240 | $5,184 | $5,056 | $5,056 | |
| 34. AON PLC | 2018-03-19 | 2022-05-23 | $9,043 | $3,797 | $5,246 | $5,246 | |
| 30000. FED HOME LN BK 2.125% 06/10/2022 | 2014-07-17 | 2022-06-10 | $30,000 | $30,000 | |||
| 35000. CLOROX CO 3.5% 12/15/2024 CALLABLE | 2017-01-19 | 2022-06-13 | $35,347 | $35,221 | $126 | $126 | |
| 50000. BROWN CNTY IN JAIL BLDG CORP REV TAXBL 0.40% 07/15/2022 | 2021-01-13 | 2022-07-15 | $50,000 | $50,000 | |||
| .936 WARNER BROS DISCOVERY INC | 2021-09-15 | 2022-07-19 | $13 | $26 | -$13 | -$13 | |
| 20. CAPITAL ONE FINL CORP | 2020-05-04 | 2022-09-22 | $1,927 | $1,237 | $690 | $690 | |
| 47. COMERICA INS | 2021-05-11 | 2022-09-22 | $3,606 | $3,629 | -$23 | -$23 | |
| 8. DANAHER CORP | 2015-10-21 | 2022-09-22 | $2,147 | $539 | $1,608 | $1,608 | |
| 12. LILLY ELI & CO | 2016-01-28 | 2022-09-22 | $3,741 | $926 | $2,815 | $2,815 | |
| 74. MONSTER BEVERAGE CORP | 2018-06-06 | 2022-09-22 | $6,449 | $3,941 | $2,508 | $2,508 | |
| 26. PALO ALTO NETWORKS INC | 2020-02-27 | 2022-09-22 | $4,353 | $1,649 | $2,704 | $2,704 | |
| 6. UNITEDHEALTH GROUP INC | 2019-10-10 | 2022-09-22 | $3,122 | $1,341 | $1,781 | $1,781 | |
| 21. VISA INC CL A | 2011-09-15 | 2022-09-22 | $3,926 | $475 | $3,451 | $3,451 | |
| 126. WELLS FARGO & CO NEW | 2020-08-14 | 2022-09-22 | $5,264 | $3,192 | $2,072 | $2,072 | |
| 4926.108 FEDERATED HERMES INSTL HIGH YIELD BOND IS FD #900 | 2021-10-06 | 2022-10-14 | $40,000 | $49,015 | -$9,015 | -$9,015 | |
| 74.555 INVESCO OPPENHEIMER INTL GROWTH CL R6 FD #7063 | 2022-04-22 | 2022-12-07 | $2,540 | $3,295 | -$755 | -$755 | |
| 2725.016 INVESCO OPPENHEIMER INTL GROWTH CL R6 FD #7063 | 2020-12-22 | 2022-12-07 | $92,841 | $107,692 | -$14,851 | -$14,851 | |
| 27.005 CARILLON EAGLE SMALL CAP GROWTH CL I FD #3933 | 2021-12-28 | 2022-12-07 | $931 | $1,254 | -$323 | -$323 | |
| 949.34 CARILLON EAGLE SMALL CAP GROWTH CL I FD #3933 | 2021-09-15 | 2022-12-07 | $32,743 | $53,559 | -$20,816 | -$20,816 | |
| 796.734 DRIEHAUS EMERGING MKTS GROWTH INSTL FD #23 | 2018-02-02 | 2022-12-07 | $25,942 | $26,413 | -$471 | -$471 | |
| 134.271 OAKMARK INTL INSTL FD #2886 | 2021-12-28 | 2022-12-07 | $3,196 | $3,752 | -$556 | -$556 | |
| 5149.866 OAKMARK INTL INSTL FD #2886 | 2021-09-15 | 2022-12-07 | $122,567 | $130,805 | -$8,238 | -$8,238 | |
| 76.354 JPMORGAN US SMALL COMPANY CL L FD #1384 | 2021-12-28 | 2022-12-07 | $1,249 | $1,482 | -$233 | -$233 | |
| 2643.343 JPMORGAN US SMALL COMPANY CL L FD #1384 | 2021-09-15 | 2022-12-07 | $43,245 | $49,818 | -$6,573 | -$6,573 | |
| 56.837 BOSTON PARTNERS SMALL CAP VALUE II INSTL FD #77 | 2022-04-22 | 2022-12-07 | $1,565 | $1,715 | -$150 | -$150 | |
| 1982.235 BOSTON PARTNERS SMALL CAP VALUE II INSTL FD #77 | 2021-03-11 | 2022-12-07 | $54,571 | $51,539 | $3,032 | $3,032 | |
| CAPITAL GAIN DIVIDENDS | $43,148 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43,148 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43,148 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43,148 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43,148 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43,148 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43,148 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43,148 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43,148 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43,148 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43,148 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43,148 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43,148 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43,148 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43,148 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43,148 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43,148 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43,148 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43,148 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43,148 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43,148 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43,148 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43,148 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43,148 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43,148 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43,148 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43,148 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43,148 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43,148 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43,148 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43,148 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43,148 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43,148 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43,148 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43,148 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43,148 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43,148 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43,148 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43,148 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43,148 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43,148 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43,148 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43,148 | P | |||||
| CAPITAL GAIN DIVIDENDS | $43,148 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $39,646 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,423 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,423 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,423 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,029 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,029 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $394 | 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 | $37,482 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,940,756 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,940,756 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,940,756 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $59,111 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,881,645 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $194,082 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $194,082 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,423 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,423 | TotalTaxAmt |
| Distributable Before Adj | $192,659 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $500 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $193,159 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $193,159 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $191,983 | 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 | $191,983 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $193,159 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $24,001 | 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 | $191,983 | QualifyingDistributionsAmt |
| Applied To Year1 | $24,001 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $167,982 | 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 | $25,177 | 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 (12 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 |
|---|---|---|---|---|---|---|---|---|
| DEPAUW UNIVERSITY | ||||||||
| 313 S LOCUST ST | GREENCASTLE | IN | 46135 | NONE | GOV | SCHOLARSHIPS | $5,500 | |
| FIRST PRESBYTERIAN CHURCH | ||||||||
| 609 SE SECOND ST | EVANSVILLE | IN | 47713 | NONE | PC | PROGRAM SUPPORT | $4,000 | |
| UNIVERSITY OF EVANSVILLE | ||||||||
| 1800 LINCOLN AVE | EVANSVILLE | IN | 47722 | NONE | GOV | SCHOLARSHIPS | $24,500 | OFFICE OF FINANCIAL AID |
| TRINITY LUTHERAN CHURCH | ||||||||
| 1020 W ILLINOIS ST | EVANSVILLE | IN | 477101114 | NONE | PC | PROGRAM SUPPORT | $2,000 | |
| EVANSVILLE PHILHARMONIC | ||||||||
| PO BOX 84 | EVANSVILLE | IN | 477010084 | NONE | PC | PROGRAM SUPPORT | $3,000 | ORCHESTRAL CORPORATION |
| UNIVERSITY OF SOUTHERN INDIANA | ||||||||
| 8600 UNIVERSITY BLVD | EVANSVILLE | IN | 477123534 | NONE | GOV | SCHOLARSHIPS | $6,500 | STUDENT FINANCIAL ASSISTANCE |
| THE ARTS COUNCIL | ||||||||
| 212 MAIN STREET | EVANSVILLE | IN | 47708 | NONE | PC | PROGRAM SUPPORT | $5,000 | OF SOUTHWESTERN INDIANA INC |
| EVANSVILLE SYMPHONIC BAND | ||||||||
| PO BOX 4205 | EVANSVILLE | IN | 477240205 | NONE | PC | PROGRAM SUPPORT | $4,000 | |
| INDIANA UNIVERSITY | ||||||||
| POPLARS BUILDING 400 E 7TH ST | BLOOMINGTON | IN | 474053085 | NONE | GOV | SCHOLARSHIPS | $38,500 | ATTN BURSAR OFFICE |
| PURDUE UNIVERSITY | ||||||||
| 610 PURDUE MALL | WEST LAFAYETTE | IN | 479072040 | NONE | GOV | SCHOLARSHIPS | $60,500 | BURSAR'S OFFICE HOVDE HALL |
| THE RIVER BASIN BLUES SOCIETY | ||||||||
| PO BOX 15125 | EVANSVILLE | IN | 477160125 | NONE | PC | PROGRAM SUPPORT | $3,500 | |
| HAYNIE'S CORNER ART DISTRICT ASSN | ||||||||
| 26 ADAMS AVE | EVANSVILLE | IN | 47713 | NONE | PC | PROGRAM SUPPORT | $3,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $160,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $70,052 | 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 | $39,646 | 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 | $109,698 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $109,698 | 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 (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2021 ROC ADJ | $225 |
| MUTUAL FUND NON-TAXABLE ADJ | $7 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSE (NON-DEDUCTIBLE | Desc |
| Revenue And Expenses Per Books | $6 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PY CHARITABLE DIST RECOVERY | $500 |
| ROUNDING | $2 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $145 | $145 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $5,581 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $1,029 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $501 | $501 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $49 | $49 | $0 |
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