RICE MEMORIAL HOSPITAL AND WELFARE FUND: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- RICE MEMORIAL HOSPITAL AND WELFARE FUND (EIN 35-6015582)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-04-30
- IRS object ID
- 202121209349101002
- Schema version
- 2020v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-30T08:00:06-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | P O 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 | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 356015582 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICE MEMORIAL HOSPITAL AND WELFARE 310006010 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RICE | BusinessNameControlTxt |
| Phone | 8124641584 | 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 | 8124641584 | PhoneNum |
| Signature | 2021-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOUG HART | PreparerPersonNm |
| PTIN | P00241831 | PTIN |
| Phone | 5137748805 | PhoneNum |
| Preparation | 2021-04-29 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,227,497 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $17,638 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,617 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $57,596 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $278,064 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $57,596 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $75,234 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $75,213 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $12,320 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,219 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $10,102 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,024 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $24 | 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 | $14,344 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,243 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,102 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $38,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $38,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $53,144 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,243 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $49,902 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $22,090 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $72,970 | 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 | $903,283 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $925,381 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,227,497 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $903,283 | TotalAssetsBOYAmt |
| Total Assets EOY | $925,381 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,227,497 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $903,283 | CapitalStockBOYAmt |
| Capital Stock EOY | $925,381 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $903,283 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $925,381 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $903,283 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $925,381 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $903,283 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $22,090 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8 | OtherIncreasesAmt |
| Subtotal | $925,381 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $925,381 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (252 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| .93 TRUIST FINL CORP | 2019-01-04 | 2020-01-09 | $52 | $39 | $13 | $13 | |
| 41. COGNIZANT TECH SOLUTIONS CORP | 2019-01-04 | 2020-02-27 | $2,577 | $3,041 | -$464 | -$464 | |
| 24. DOVER CORPORATION | 2019-01-04 | 2020-02-27 | $2,549 | $1,905 | $644 | $644 | |
| 11. GENERAL DYNAMICS CORP | 2019-01-04 | 2020-02-27 | $1,847 | $2,212 | -$365 | -$365 | |
| 3. NORTHROP GRUMMAN CORP | 2019-01-04 | 2020-02-27 | $998 | $625 | $373 | $373 | |
| 35. PROCTER & GAMBLE CO | 2018-09-04 | 2020-02-27 | $4,011 | $2,888 | $1,123 | $1,123 | |
| 23. SELECT SECTOR SPDR MATERIALS ETF | 2017-03-21 | 2020-02-27 | $1,239 | $1,193 | $46 | $46 | |
| 132. SELECT SECTOR SPDR HLTH CARE ETF | 2019-01-04 | 2020-02-27 | $12,515 | $10,506 | $2,009 | $2,009 | |
| 118. SELECT SECTOR SPDR CONSUMER STAPLES | 2017-03-21 | 2020-02-27 | $7,039 | $6,505 | $534 | $534 | |
| 64. SELECT SECTOR SPDR CONSUMER DISCRETIONARY | 2019-01-04 | 2020-02-27 | $7,526 | $5,814 | $1,712 | $1,712 | |
| 76. SELECT SECTOR SPDR ENERGY | 2017-03-21 | 2020-02-27 | $3,469 | $5,275 | -$1,806 | -$1,806 | |
| 349. SELECT SECTOR SPDR FINL | 2019-01-04 | 2020-02-27 | $9,604 | $8,313 | $1,291 | $1,291 | |
| 67. SELECT SECTOR SPDR INDUSTRIAL ETF | 2019-01-04 | 2020-02-27 | $5,036 | $4,342 | $694 | $694 | |
| 210. AMEX TECHNOLOGY SELECT SPDR | 2019-01-04 | 2020-02-27 | $18,613 | $11,828 | $6,785 | $6,785 | |
| 133. COMMUNICATION SVCS SELECT SECTOR SPDR FD ETF | 2018-10-03 | 2020-02-27 | $6,791 | $6,518 | $273 | $273 | |
| 65. REAL ESTATE SELECT SECTOR SPDR FD ETF | 2019-02-06 | 2020-02-27 | $2,477 | $2,104 | $373 | $373 | |
| 83. SELECT SECTOR SPDR TR UTILS | 2019-02-06 | 2020-02-27 | $5,397 | $4,265 | $1,132 | $1,132 | |
| 7. CHECK POINT SOFTWARE TECH LTD ORD | 2019-01-04 | 2020-02-27 | $718 | $696 | $22 | $22 | |
| 15000. FED FARM CR BK 2% 04/15/2024 | 2014-12-18 | 2020-03-03 | $15,000 | $14,511 | $489 | $489 | |
| 27. CHEVRONTEXACO CORP | 2019-04-22 | 2020-05-04 | $2,458 | $2,964 | -$506 | -$506 | |
| 5. COSTCO WHSL CORP NEW | 2019-01-04 | 2020-05-04 | $1,523 | $540 | $983 | $983 | |
| 5. DANAHER CORP | 2019-01-04 | 2020-05-04 | $804 | $403 | $401 | $401 | |
| 6. FASTENAL CO | 2018-06-05 | 2020-05-04 | $214 | $163 | $51 | $51 | |
| 7. NORTHROP GRUMMAN CORP | 2016-01-11 | 2020-05-04 | $2,254 | $1,320 | $934 | $934 | |
| 35. PROGRESSIVE CORP OHIO COM | 2019-01-04 | 2020-05-04 | $2,658 | $1,987 | $671 | $671 | |
| 47. SELECT SECTOR SPDR TR UTILS | 2016-02-17 | 2020-05-04 | $2,647 | $2,152 | $495 | $495 | |
| 5. THERMO FISHER SCIENTIFIC INC | 2009-02-06 | 2020-05-04 | $1,639 | $198 | $1,441 | $1,441 | |
| 21. CHECK POINT SOFTWARE TECH LTD ORD | 2018-06-05 | 2020-05-04 | $2,176 | $2,065 | $111 | $111 | |
| 1. ADOBE SYS INC | 2019-01-04 | 2020-06-09 | $397 | $227 | $170 | $170 | |
| 2.943 INVESCO OPPENHEIMER INTL GROWTH CL R6 FD #7063 | 2018-02-02 | 2020-06-09 | $126 | $132 | -$6 | -$6 | |
| 4. AIR PRODS & CHEMS INC | 2017-12-27 | 2020-06-09 | $1,002 | $655 | $347 | $347 | |
| 1. ALBEMARLE CORP | 2019-04-22 | 2020-06-09 | $85 | $82 | $3 | $3 | |
| 1. ALPHABET INC CL A | 2019-01-04 | 2020-06-09 | $1,457 | $1,078 | $379 | $379 | |
| 3. ANALOG DEVICES INC | 2017-10-20 | 2020-06-09 | $370 | $268 | $102 | $102 | |
| 1. CVS CORP | 2018-09-04 | 2020-06-09 | $69 | $74 | -$5 | -$5 | |
| 3. CUMMINS INC | 2017-06-13 | 2020-06-09 | $547 | $481 | $66 | $66 | |
| 5. DIAMONDBACK ENERGY INC | 2018-09-04 | 2020-06-09 | $270 | $601 | -$331 | -$331 | |
| 98.208 DRIEHAUS EMERGING MKTS GROWTH INSTL FD #23 | 2018-02-02 | 2020-06-09 | $3,638 | $4,061 | -$423 | -$423 | |
| 12. FASTENAL CO | 2018-06-05 | 2020-06-09 | $514 | $326 | $188 | $188 | |
| 3. GLOBAL PAYMENTS INC | 2019-01-04 | 2020-06-09 | $558 | $306 | $252 | $252 | |
| 1. HOME DEPOT | 2019-01-04 | 2020-06-09 | $257 | $174 | $83 | $83 | |
| 1. JP MORGAN CHASE & CO | 2017-12-27 | 2020-06-09 | $111 | $107 | $4 | $4 | |
| 2.195 JANUS HENDERSON ENTERPRISE CL I FD #102 | 2019-01-04 | 2020-06-09 | $305 | $242 | $63 | $63 | |
| 185.689 JPMORGAN US SMALL COMPANY CL L FD #1384 | 2017-01-31 | 2020-06-09 | $3,030 | $3,380 | -$350 | -$350 | |
| 2. ESTEE LAUDER CO INC | 2018-06-05 | 2020-06-09 | $400 | $298 | $102 | $102 | |
| 2. LILLY ELI & CO | 2019-01-04 | 2020-06-09 | $299 | $230 | $69 | $69 | |
| 2. MARTIN MARIETTA MATERIALS INC | 2018-09-04 | 2020-06-09 | $419 | $399 | $20 | $20 | |
| 5. MICROCHIP TECHNOLOGY INC | 2019-04-22 | 2020-06-09 | $527 | $490 | $37 | $37 | |
| 2. PIONEER NAT RES CO | 2016-05-04 | 2020-06-09 | $217 | $315 | -$98 | -$98 | |
| 49. SCHWAB CHARLES CORP | 2019-01-04 | 2020-06-09 | $1,971 | $2,581 | -$610 | -$610 | |
| 1. STARBUCKS CORP | 2019-01-04 | 2020-06-09 | $82 | $64 | $18 | $18 | |
| 2. TJX CO INC | 2019-01-04 | 2020-06-09 | $112 | $91 | $21 | $21 | |
| 82. VIACOMCBS INC CL B | 2020-05-04 | 2020-06-09 | $2,135 | $1,322 | $813 | $813 | |
| 7. AIR PRODS & CHEMS INC | 2019-01-04 | 2020-08-14 | $2,032 | $1,145 | $887 | $887 | |
| 5. ALBEMARLE CORP | 2019-04-22 | 2020-08-14 | $461 | $412 | $49 | $49 | |
| 7. CVS CORP | 2019-01-04 | 2020-08-14 | $457 | $510 | -$53 | -$53 | |
| 5. CARMAX INC | 2020-05-04 | 2020-08-14 | $521 | $358 | $163 | $163 | |
| 5. EDWARDS LIFESCIENCES CORP | 2019-01-04 | 2020-08-14 | $388 | $248 | $140 | $140 | |
| 5. FACEBOOK INC CL A | 2019-01-04 | 2020-08-14 | $1,302 | $633 | $669 | $669 | |
| 5. FASTENAL CO | 2018-06-05 | 2020-08-14 | $239 | $136 | $103 | $103 | |
| 5. HOME DEPOT | 2019-01-04 | 2020-08-14 | $1,397 | $760 | $637 | $637 | |
| 5. JP MORGAN CHASE & CO | 2017-12-27 | 2020-08-14 | $511 | $536 | -$25 | -$25 | |
| 5. LILLY ELI & CO | 2016-01-28 | 2020-08-14 | $747 | $386 | $361 | $361 | |
| 34. MARATHON PETE CORP | 2019-04-22 | 2020-08-14 | $1,295 | $2,081 | -$786 | -$786 | |
| 7. MICROSOFT CORP | 2019-01-04 | 2020-08-14 | $1,457 | $620 | $837 | $837 | |
| 5. MONSTER BEVERAGE CORP | 2018-06-05 | 2020-08-14 | $416 | $257 | $159 | $159 | |
| 66. SPDR PORTFOLIO S&P 500 GROWTH ETF | 2020-02-27 | 2020-08-14 | $3,255 | $2,666 | $589 | $589 | |
| 8. SELECT SECTOR SPDR MATERIALS ETF | 2017-03-21 | 2020-08-14 | $500 | $415 | $85 | $85 | |
| 5. SELECT SECTOR SPDR CONSUMER STAPLES | 2017-03-21 | 2020-08-14 | $320 | $276 | $44 | $44 | |
| 10. SELECT SECTOR SPDR ENERGY | 2017-03-21 | 2020-08-14 | $380 | $694 | -$314 | -$314 | |
| 28. SELECT SECTOR SPDR FINL | 2017-03-21 | 2020-08-14 | $701 | $661 | $40 | $40 | |
| 5. SELECT SECTOR SPDR INDUSTRIAL ETF | 2017-03-21 | 2020-08-14 | $386 | $323 | $63 | $63 | |
| 7. AMEX TECHNOLOGY SELECT SPDR | 2017-03-21 | 2020-08-14 | $795 | $369 | $426 | $426 | |
| 14. COMMUNICATION SVCS SELECT SECTOR SPDR FD ETF | 2018-10-03 | 2020-08-14 | $835 | $686 | $149 | $149 | |
| 5. SELECT SECTOR SPDR TR UTILS | 2019-06-12 | 2020-08-14 | $301 | $300 | $1 | $1 | |
| 5. STARBUCKS CORP | 2019-01-04 | 2020-08-14 | $391 | $318 | $73 | $73 | |
| 7. TJX CO INC | 2019-01-04 | 2020-08-14 | $404 | $318 | $86 | $86 | |
| 6. TAIWAN SEMICONDUCTOR MFG CO LTD | 2019-10-10 | 2020-08-14 | $469 | $294 | $175 | $175 | |
| 19. TRUIST FINL CORP | 2019-01-04 | 2020-08-14 | $748 | $728 | $20 | $20 | |
| 5. VISA INC CL A | 2019-01-04 | 2020-08-14 | $980 | $552 | $428 | $428 | |
| 5. WALMART STORES INC | 2019-02-06 | 2020-08-14 | $662 | $479 | $183 | $183 | |
| 126.971 INVESCO OPPENHEIMER INTL GROWTH CL R6 FD #7063 | 2018-02-02 | 2020-08-17 | $5,917 | $5,680 | $237 | $237 | |
| 111.944 CARILLON EAGLE SMALL CAP GROWTH CL I FD #3933 | 2019-02-07 | 2020-08-17 | $6,521 | $5,989 | $532 | $532 | |
| 144.567 DRIEHAUS EMERGING MKTS GROWTH INSTL FD #23 | 2019-02-07 | 2020-08-17 | $6,135 | $5,546 | $589 | $589 | |
| 334.075 JPMORGAN US SMALL COMPANY CL L FD #1384 | 2017-01-31 | 2020-08-17 | $5,739 | $5,771 | -$32 | -$32 | |
| 151.142 BOSTON PARTNERS ALL-CAP VALUE INSTL FD #7007 | 2019-01-04 | 2020-08-17 | $3,697 | $3,382 | $315 | $315 | |
| 29.573 BOSTON PARTNERS SMALL CAP VALUE II INSTL FD #77 | 2019-12-26 | 2020-08-17 | $630 | $763 | -$133 | -$133 | |
| 49. FASTENAL CO | 2019-01-04 | 2020-09-24 | $2,189 | $1,314 | $875 | $875 | |
| 5. FEDEX CORP | 2019-01-04 | 2020-09-24 | $1,210 | $811 | $399 | $399 | |
| 5. FEDEX CORP | 2016-09-19 | 2020-11-03 | $1,379 | $808 | $571 | $571 | |
| 64. TJX CO INC | 2019-01-04 | 2020-11-03 | $3,457 | $954 | $2,503 | $2,503 | |
| 50. TRUIST FINL CORP | 2016-10-20 | 2020-11-03 | $2,240 | $1,796 | $444 | $444 | |
| 25000. FED HOME LN BK 3.125% 12/11/2020 | 2013-12-13 | 2020-12-11 | $25,000 | $25,004 | -$4 | -$4 | |
| 7. ALBEMARLE CORP | 2019-04-22 | 2020-12-22 | $1,025 | $576 | $449 | $449 | |
| 5. APPLE COMPUTER INC | 2019-01-04 | 2020-12-22 | $658 | $185 | $473 | $473 | |
| 5. BANK OF AMERICA CORP | 2019-01-04 | 2020-12-22 | $146 | $128 | $18 | $18 | |
| 6.17 CARILLON EAGLE SMALL CAP GROWTH CL I FD #3933 | 2019-01-04 | 2020-12-22 | $394 | $281 | $113 | $113 | |
| 5. COPART INC | 2020-11-03 | 2020-12-22 | $614 | $585 | $29 | $29 | |
| 24.322 DRIEHAUS EMERGING MKTS GROWTH INSTL FD #23 | 2019-02-07 | 2020-12-22 | $1,158 | $829 | $329 | $329 | |
| 11. FEDEX CORP | 2019-10-10 | 2020-12-22 | $3,001 | $1,697 | $1,304 | $1,304 | |
| 70.523 OAKMARK INTL INSTL FD #2886 | 2018-02-02 | 2020-12-22 | $1,791 | $2,114 | -$323 | -$323 | |
| 8.206 JANUS HENDERSON ENTERPRISE CL I FD #102 | 2019-01-04 | 2020-12-22 | $1,283 | $905 | $378 | $378 | |
| 22.164 JPMORGAN US SMALL COMPANY CL L FD #1384 | 2016-08-16 | 2020-12-22 | $447 | $365 | $82 | $82 | |
| 6. KLA TENCOR CORP | 2019-04-22 | 2020-12-22 | $1,541 | $738 | $803 | $803 | |
| 5. MICROSOFT CORP | 2019-10-10 | 2020-12-22 | $1,118 | $697 | $421 | $421 | |
| 5. MICROCHIP TECHNOLOGY INC | 2019-04-22 | 2020-12-22 | $683 | $490 | $193 | $193 | |
| 6. PIONEER NAT RES CO | 2016-05-04 | 2020-12-22 | $651 | $945 | -$294 | -$294 | |
| 13.713 BOSTON PARTNERS ALL-CAP VALUE INSTL FD #7007 | 2014-02-11 | 2020-12-22 | $375 | $282 | $93 | $93 | |
| 13.364 BOSTON PARTNERS SMALL CAP VALUE II INSTL FD #77 | 2019-12-26 | 2020-12-22 | $342 | $345 | -$3 | -$3 | |
| 22. SPDR PORTFOLIO S&P 500 GROWTH ETF | 2019-09-20 | 2020-12-22 | $1,199 | $868 | $331 | $331 | |
| 25. SPDR PORTFOLIO S&P 500 VALUE ETF | 2019-09-20 | 2020-12-22 | $836 | $809 | $27 | $27 | |
| 5. SALESFORCE.COM INC | 2019-01-04 | 2020-12-22 | $1,155 | $690 | $465 | $465 | |
| 7. SELECT SECTOR SPDR HLTH CARE ETF | 2017-03-21 | 2020-12-22 | $776 | $521 | $255 | $255 | |
| 5. SELECT SECTOR SPDR CONSUMER STAPLES | 2017-03-21 | 2020-12-22 | $330 | $276 | $54 | $54 | |
| 5. SELECT SECTOR SPDR CONSUMER DISCRETIONARY | 2013-05-24 | 2020-12-22 | $785 | $284 | $501 | $501 | |
| 5. SELECT SECTOR SPDR ENERGY | 2017-03-21 | 2020-12-22 | $187 | $347 | -$160 | -$160 | |
| 22. SELECT SECTOR SPDR FINL | 2017-03-21 | 2020-12-22 | $625 | $519 | $106 | $106 | |
| 5. SELECT SECTOR SPDR INDUSTRIAL ETF | 2017-03-21 | 2020-12-22 | $437 | $323 | $114 | $114 | |
| 14. AMEX TECHNOLOGY SELECT SPDR | 2017-03-21 | 2020-12-22 | $1,806 | $739 | $1,067 | $1,067 | |
| 10. COMMUNICATION SVCS SELECT SECTOR SPDR FD ETF | 2018-10-03 | 2020-12-22 | $657 | $490 | $167 | $167 | |
| 6. REAL ESTATE SELECT SECTOR SPDR FD ETF | 2017-03-21 | 2020-12-22 | $215 | $187 | $28 | $28 | |
| 8. TAIWAN SEMICONDUCTOR MFG CO LTD | 2019-10-10 | 2020-12-22 | $830 | $392 | $438 | $438 | |
| 9. VANGUARD S&P 500 ETF | 2019-09-20 | 2020-12-22 | $3,036 | $2,482 | $554 | $554 | |
| 24. WALMART STORES INC | 2019-02-06 | 2020-12-22 | $3,460 | $2,299 | $1,161 | $1,161 | |
| 5. WELLS FARGO & CO NEW | 2020-08-14 | 2020-12-22 | $145 | $127 | $18 | $18 | |
| 5. AON PLC | 2019-01-04 | 2020-12-22 | $1,045 | $618 | $427 | $427 | |
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,120 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $57,596 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,014 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,014 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,014 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,516 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,516 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $502 | OverpaymentAmt |
| Applied To ES Tax | $502 | 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 | $12,320 | 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 | $1,086,092 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,086,092 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,086,092 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,291 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,069,801 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $53,490 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $53,490 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,014 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,014 | TotalTaxAmt |
| Distributable Before Adj | $52,476 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $52,476 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $52,476 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $49,902 | 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 | $49,902 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $49,902 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $52,476 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $11,358 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $7,524 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $8,207 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,810 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $28,899 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $49,902 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $49,902 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $2,574 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $2,574 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $26,325 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $26,325 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $8,784 | ExcessFromYear4Amt |
| Excess From Year3 | $7,524 | ExcessFromYear3Amt |
| Excess From Year2 | $8,207 | ExcessFromYear2Amt |
| Excess From Year1 | $1,810 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| INDIANA UNIVERSITY SOUTHEAST | ||||||||
| 4201 GRANT LINE RD | NEW ALBANY | IN | 47150 | NONE | PC | SCHOLARSHIPS | $2,200 | |
| INDIANA UNIVERSITY | ||||||||
| 400 E 7TH ST | BLOOMINGTON | IN | 47405 | NONE | PC | SCHOLARSHIPS | $25,600 | OFFICE OF THE BURSAR |
| PURDUE UNIVERSITY | ||||||||
| 1060 HOVDE HALL OF ADMIN | W LAFAYETTE | IN | 479071060 | NONE | PC | SCHOLARSHIPS | $11,000 | BURSAR OFFICE-OUTSIDE AWARDS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $38,800 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,638 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $57,596 | 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 | $75,234 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $75,234 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,000 | Amt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $8 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $20 | $20 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $1,000 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $4 | $4 | $0 |
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