ANNA BOSSE TRUST: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ANNA BOSSE TRUST (EIN 35-6013398)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-04-30
- IRS object ID
- 202141209349100819
- 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
- Form 990-PF
- Accounting Fees Schedule
- Legal Fees Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-30T08:00:05-05:00 | 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 | 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 | 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 | $4,053,904 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $58,720 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $58,679 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $261,850 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $909,939 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $261,850 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $320,570 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $320,529 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $33,760 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,080 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $27,680 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $3,553 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,553 | 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 | $2,879 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $79 | 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 | $41,192 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,159 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $32,233 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $92,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $92,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $133,192 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,159 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $124,233 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $187,378 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $314,370 | 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 | $2,998,436 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,185,815 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,053,904 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,998,436 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,185,815 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,053,904 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,998,436 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,185,815 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,998,436 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,185,815 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,998,436 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,185,815 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,998,436 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $187,378 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1 | OtherIncreasesAmt |
| Subtotal | $3,185,815 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,185,815 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (210 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| .56 TRUIST FINL CORP | 2016-10-20 | 2020-01-09 | $31 | $20 | $11 | $11 | |
| 35000. APPLE INC FLTG RT 02/07/2020 | 2017-02-02 | 2020-02-07 | $35,000 | $35,000 | |||
| 50000. FED NAT MTG ASSOC 2% 11/20/2023 | 2014-09-02 | 2020-02-20 | $50,000 | $48,268 | $1,732 | $1,732 | |
| 125. COGNIZANT TECH SOLUTIONS CORP | 2018-06-06 | 2020-02-27 | $7,858 | $9,755 | -$1,897 | -$1,897 | |
| 76. DOVER CORPORATION | 2018-03-19 | 2020-02-27 | $8,073 | $6,101 | $1,972 | $1,972 | |
| 31. GENERAL DYNAMICS CORP | 2018-10-03 | 2020-02-27 | $5,206 | $6,368 | -$1,162 | -$1,162 | |
| 9. NORTHROP GRUMMAN CORP | 2016-01-11 | 2020-02-27 | $2,995 | $1,697 | $1,298 | $1,298 | |
| 110. PROCTER & GAMBLE CO | 2018-09-04 | 2020-02-27 | $12,605 | $9,076 | $3,529 | $3,529 | |
| 16. CHECK POINT SOFTWARE TECH LTD ORD | 2018-06-06 | 2020-02-27 | $1,642 | $1,581 | $61 | $61 | |
| 84. CHEVRONTEXACO CORP | 2019-04-22 | 2020-05-04 | $7,648 | $9,161 | -$1,513 | -$1,513 | |
| 5. COSTCO WHSL CORP NEW | 2014-09-15 | 2020-05-04 | $1,523 | $628 | $895 | $895 | |
| 5. DANAHER CORP | 2015-10-21 | 2020-05-04 | $804 | $337 | $467 | $467 | |
| 5. HOME DEPOT | 2016-01-28 | 2020-05-04 | $1,111 | $612 | $499 | $499 | |
| 24. NORTHROP GRUMMAN CORP | 2018-03-19 | 2020-05-04 | $7,729 | $4,833 | $2,896 | $2,896 | |
| 108. PROGRESSIVE CORP OHIO COM | 2018-03-19 | 2020-05-04 | $8,201 | $6,108 | $2,093 | $2,093 | |
| 373. SELECT SECTOR SPDR TR UTILS | 2017-03-21 | 2020-05-04 | $21,008 | $18,080 | $2,928 | $2,928 | |
| 8. THERMO FISHER SCIENTIFIC INC | 2011-09-15 | 2020-05-04 | $2,622 | $435 | $2,187 | $2,187 | |
| 70. CHECK POINT SOFTWARE TECH LTD ORD | 2018-06-06 | 2020-05-04 | $7,254 | $6,917 | $337 | $337 | |
| 5. AIR PRODS & CHEMS INC | 2017-12-27 | 2020-06-11 | $1,168 | $819 | $349 | $349 | |
| 10. ANALOG DEVICES INC | 2017-10-20 | 2020-06-11 | $1,160 | $894 | $266 | $266 | |
| 43. FASTENAL CO | 2018-06-06 | 2020-06-11 | $1,748 | $1,120 | $628 | $628 | |
| 10. MICROCHIP TECHNOLOGY INC | 2019-04-22 | 2020-06-11 | $975 | $980 | -$5 | -$5 | |
| 151. SCHWAB CHARLES CORP | 2018-06-06 | 2020-06-11 | $5,485 | $8,741 | -$3,256 | -$3,256 | |
| 274. VIACOMCBS INC CL B | 2020-05-04 | 2020-06-11 | $6,354 | $4,419 | $1,935 | $1,935 | |
| 9.411 CARILLON EAGLE SMALL CAP GROWTH CL I FD #3933 | 2012-11-16 | 2020-07-15 | $508 | $386 | $122 | $122 | |
| 455.772 JPMORGAN US SMALL COMPANY CL L FD #1384 | 2016-08-17 | 2020-07-15 | $7,078 | $7,488 | -$410 | -$410 | |
| 54. SELECT SECTOR SPDR MATERIALS ETF | 2017-03-21 | 2020-07-15 | $3,253 | $2,801 | $452 | $452 | |
| 183. SELECT SECTOR SPDR HLTH CARE ETF | 2017-03-21 | 2020-07-15 | $19,055 | $13,622 | $5,433 | $5,433 | |
| 228. SELECT SECTOR SPDR CONSUMER STAPLES | 2017-03-21 | 2020-07-15 | $14,010 | $12,568 | $1,442 | $1,442 | |
| 66. SELECT SECTOR SPDR CONSUMER DISCRETIONARY | 2017-03-21 | 2020-07-15 | $8,784 | $5,633 | $3,151 | $3,151 | |
| 156. SELECT SECTOR SPDR ENERGY | 2017-03-21 | 2020-07-15 | $5,747 | $10,829 | -$5,082 | -$5,082 | |
| 512. SELECT SECTOR SPDR FINL | 2017-03-21 | 2020-07-15 | $12,211 | $12,090 | $121 | $121 | |
| 55. SELECT SECTOR SPDR INDUSTRIAL ETF | 2017-03-21 | 2020-07-15 | $3,905 | $3,550 | $355 | $355 | |
| 288. AMEX TECHNOLOGY SELECT SPDR | 2017-03-21 | 2020-07-15 | $30,660 | $15,198 | $15,462 | $15,462 | |
| 215. COMMUNICATION SVCS SELECT SECTOR SPDR FD ETF | 2018-10-03 | 2020-07-15 | $12,220 | $10,537 | $1,683 | $1,683 | |
| 92. REAL ESTATE SELECT SECTOR SPDR FD ETF | 2017-03-21 | 2020-07-15 | $3,194 | $2,872 | $322 | $322 | |
| 10000. VIGO CNTY IN REDEV AUTH ECON DEV LEASE RENTAL REV TAXBL 5.3% (1 | 2009-04-22 | 2020-08-01 | $10,000 | $9,874 | $126 | $126 | |
| 24. AIR PRODS & CHEMS INC | 2017-12-27 | 2020-08-14 | $6,966 | $3,932 | $3,034 | $3,034 | |
| 9. FACEBOOK INC CL A | 2016-04-25 | 2020-08-14 | $2,344 | $989 | $1,355 | $1,355 | |
| 108. MARATHON PETE CORP | 2019-04-22 | 2020-08-14 | $4,115 | $6,611 | -$2,496 | -$2,496 | |
| 46. TRUIST FINL CORP | 2016-10-20 | 2020-08-14 | $1,810 | $1,652 | $158 | $158 | |
| 178. FASTENAL CO | 2018-06-06 | 2020-09-24 | $7,952 | $4,637 | $3,315 | $3,315 | |
| 10. FEDEX CORP | 2016-09-19 | 2020-09-24 | $2,421 | $1,616 | $805 | $805 | |
| 50000. US TREASURY N/B 1.75% 10/31/2020 | 2015-02-26 | 2020-10-31 | $50,000 | $50,000 | |||
| 17. FEDEX CORP | 2016-09-19 | 2020-11-03 | $4,689 | $2,747 | $1,942 | $1,942 | |
| 222. TJX CO INC | 2018-03-19 | 2020-11-03 | $11,992 | $7,016 | $4,976 | $4,976 | |
| 171. TRUIST FINL CORP | 2018-03-19 | 2020-11-03 | $7,662 | $6,239 | $1,423 | $1,423 | |
| 5. ADOBE SYS INC | 2017-10-20 | 2020-12-22 | $2,517 | $876 | $1,641 | $1,641 | |
| 32. ALBEMARLE CORP | 2019-04-22 | 2020-12-22 | $4,685 | $2,634 | $2,051 | $2,051 | |
| 7. ANALOG DEVICES INC | 2017-10-20 | 2020-12-22 | $1,009 | $626 | $383 | $383 | |
| 20. APPLE COMPUTER INC | 2011-09-15 | 2020-12-22 | $2,634 | $281 | $2,353 | $2,353 | |
| 30. BANK OF AMERICA CORP | 2017-01-19 | 2020-12-22 | $874 | $677 | $197 | $197 | |
| 5. BLACKROCK INC | 2015-09-14 | 2020-12-22 | $3,465 | $1,506 | $1,959 | $1,959 | |
| 10. BOEING COMPANY | 2020-05-04 | 2020-12-22 | $2,188 | $1,308 | $880 | $880 | |
| 15. CVS CORP | 2018-06-06 | 2020-12-22 | $1,005 | $975 | $30 | $30 | |
| 24. CAPITAL ONE FINL CORP | 2020-05-04 | 2020-12-22 | $2,283 | $1,485 | $798 | $798 | |
| 294.759 CARILLON EAGLE SMALL CAP GROWTH CL I FD #3933 | 2014-10-21 | 2020-12-22 | $18,841 | $12,706 | $6,135 | $6,135 | |
| 8. CARMAX INC | 2020-05-04 | 2020-12-22 | $741 | $573 | $168 | $168 | |
| 7. CATERPILLAR INC | 2020-02-27 | 2020-12-22 | $1,236 | $873 | $363 | $363 | |
| 5. CONSTELLATION BRANDS INC | 2020-02-27 | 2020-12-22 | $1,062 | $884 | $178 | $178 | |
| 5. COPART INC | 2020-02-27 | 2020-12-22 | $614 | $429 | $185 | $185 | |
| 5. COSTCO WHSL CORP NEW | 2014-09-15 | 2020-12-22 | $1,810 | $628 | $1,182 | $1,182 | |
| 5. CUMMINS INC | 2017-06-05 | 2020-12-22 | $1,117 | $782 | $335 | $335 | |
| 11. DANAHER CORP | 2015-10-21 | 2020-12-22 | $2,452 | $741 | $1,711 | $1,711 | |
| 6. DIAMONDBACK ENERGY INC | 2018-09-04 | 2020-12-22 | $264 | $721 | -$457 | -$457 | |
| 661.838 DRIEHAUS EMERGING MKTS GROWTH INSTL FD #23 | 2015-02-25 | 2020-12-22 | $31,510 | $20,329 | $11,181 | $11,181 | |
| 19. EDWARDS LIFESCIENCES CORP | 2016-01-28 | 2020-12-22 | $1,666 | $481 | $1,185 | $1,185 | |
| 41. FEDEX CORP | 2019-10-10 | 2020-12-22 | $11,187 | $6,355 | $4,832 | $4,832 | |
| 9. HOME DEPOT | 2016-08-15 | 2020-12-22 | $2,428 | $1,132 | $1,296 | $1,296 | |
| 11. JP MORGAN CHASE & CO | 2016-10-20 | 2020-12-22 | $1,340 | $752 | $588 | $588 | |
| 1010.247 JPMORGAN US SMALL COMPANY CL L FD #1384 | 2016-08-17 | 2020-12-22 | $20,387 | $16,598 | $3,789 | $3,789 | |
| 14. KLA TENCOR CORP | 2019-04-22 | 2020-12-22 | $3,597 | $1,721 | $1,876 | $1,876 | |
| 5. ESTEE LAUDER CO INC | 2017-12-27 | 2020-12-22 | $1,285 | $639 | $646 | $646 | |
| 9. LILLY ELI & CO | 2016-01-28 | 2020-12-22 | $1,501 | $695 | $806 | $806 | |
| 13. MARATHON PETE CORP | 2019-04-22 | 2020-12-22 | $515 | $796 | -$281 | -$281 | |
| 6. MARTIN MARIETTA MATERIALS INC | 2018-09-04 | 2020-12-22 | $1,642 | $1,196 | $446 | $446 | |
| 27. MICROSOFT CORP | 2017-06-05 | 2020-12-22 | $6,039 | $1,956 | $4,083 | $4,083 | |
| 10. MICROCHIP TECHNOLOGY INC | 2019-04-22 | 2020-12-22 | $1,366 | $980 | $386 | $386 | |
| 9. MONSTER BEVERAGE CORP | 2018-06-06 | 2020-12-22 | $792 | $479 | $313 | $313 | |
| 8. PALO ALTO NETWORKS INC | 2020-02-27 | 2020-12-22 | $2,975 | $1,523 | $1,452 | $1,452 | |
| 18. PIONEER NAT RES CO | 2016-05-04 | 2020-12-22 | $1,952 | $2,835 | -$883 | -$883 | |
| 183.325 BOSTON PARTNERS ALL-CAP VALUE INSTL FD #7007 | 2014-02-11 | 2020-12-22 | $5,016 | $3,775 | $1,241 | $1,241 | |
| 147.946 BOSTON PARTNERS SMALL CAP VALUE II INSTL FD #77 | 2019-12-23 | 2020-12-22 | $3,783 | $3,807 | -$24 | -$24 | |
| 8. SALESFORCE.COM INC | 2017-12-27 | 2020-12-22 | $1,848 | $822 | $1,026 | $1,026 | |
| 82. SELECT SECTOR SPDR MATERIALS ETF | 2017-03-21 | 2020-12-22 | $5,823 | $4,253 | $1,570 | $1,570 | |
| 316. SELECT SECTOR SPDR HLTH CARE ETF | 2017-03-21 | 2020-12-22 | $35,053 | $23,522 | $11,531 | $11,531 | |
| 242. SELECT SECTOR SPDR CONSUMER STAPLES | 2017-03-21 | 2020-12-22 | $15,984 | $13,340 | $2,644 | $2,644 | |
| 184. SELECT SECTOR SPDR CONSUMER DISCRETIONARY | 2017-03-21 | 2020-12-22 | $28,902 | $15,876 | $13,026 | $13,026 | |
| 146. SELECT SECTOR SPDR ENERGY | 2017-03-21 | 2020-12-22 | $5,462 | $10,134 | -$4,672 | -$4,672 | |
| 929. SELECT SECTOR SPDR FINL | 2017-03-21 | 2020-12-22 | $26,383 | $21,937 | $4,446 | $4,446 | |
| 251. SELECT SECTOR SPDR INDUSTRIAL ETF | 2017-03-21 | 2020-12-22 | $21,957 | $16,201 | $5,756 | $5,756 | |
| 565. AMEX TECHNOLOGY SELECT SPDR | 2017-03-21 | 2020-12-22 | $72,901 | $29,815 | $43,086 | $43,086 | |
| 426. COMMUNICATION SVCS SELECT SECTOR SPDR FD ETF | 2018-10-03 | 2020-12-22 | $27,992 | $20,877 | $7,115 | $7,115 | |
| 158. REAL ESTATE SELECT SECTOR SPDR FD ETF | 2017-03-21 | 2020-12-22 | $5,656 | $4,932 | $724 | $724 | |
| 21. SELECT SECTOR SPDR TR UTILS | 2017-03-21 | 2020-12-22 | $1,277 | $1,087 | $190 | $190 | |
| 11. STARBUCKS CORP | 2016-08-15 | 2020-12-22 | $1,125 | $609 | $516 | $516 | |
| 6. STRYKER CORP | 2015-10-21 | 2020-12-22 | $1,409 | $599 | $810 | $810 | |
| 40. TAIWAN SEMICONDUCTOR MFG CO LTD | 2019-10-10 | 2020-12-22 | $4,152 | $1,960 | $2,192 | $2,192 | |
| 5. THERMO FISHER SCIENTIFIC INC | 2011-09-15 | 2020-12-22 | $2,321 | $272 | $2,049 | $2,049 | |
| 5. UNITEDHEALTH GROUP INC | 2019-10-10 | 2020-12-22 | $1,672 | $1,118 | $554 | $554 | |
| 6. VEEVA SYSTEMS INC | 2020-05-04 | 2020-12-22 | $1,717 | $1,130 | $587 | $587 | |
| 8. VISA INC CL A | 2011-09-15 | 2020-12-22 | $1,646 | $181 | $1,465 | $1,465 | |
| 89. WALMART STORES INC | 2019-02-06 | 2020-12-22 | $12,831 | $8,525 | $4,306 | $4,306 | |
| 30. WELLS FARGO & CO NEW | 2020-08-14 | 2020-12-22 | $867 | $760 | $107 | $107 | |
| 5. AON PLC | 2016-08-15 | 2020-12-22 | $1,045 | $548 | $497 | $497 | |
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P | |||||
| CAPITAL GAIN DIVIDENDS | $55,362 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $261,850 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,370 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,370 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,370 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,601 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,601 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $769 | 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 | $33,760 | 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 | $3,555,381 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,555,381 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,555,381 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $53,331 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,502,050 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $175,103 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $175,103 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,370 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,370 | TotalTaxAmt |
| Distributable Before Adj | $170,733 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $170,733 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $170,733 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $124,233 | 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 | $124,233 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $124,233 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $170,733 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $235 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $79,748 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $8,406 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $88,389 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $124,233 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $124,233 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $46,500 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $46,500 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $41,889 | 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 | $41,889 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $33,483 | ExcessFromYear4Amt |
| Excess From Year3 | $8,406 | 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 (5 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF EVANSVILLE | ||||||||
| OFFICE OF FINANCIAL AID | 1800 LINCOLN AVE | EVANSVILLE | IN | 47722 | NONE | PC | SCHOLARSHIPS | $24,000 |
| TRINITY LUTHERAN CHURCH | ||||||||
| 1020 W ILLINOIS ST | EVANSVILLE | IN | 477101114 | NONE | PC | PROGRAM SUPPORT | $4,000 | |
| BALL STATE UNIVERSITY | ||||||||
| OFFICE OF FINANCIAL AID | 2000 W UNIVERSITY AVE | MUNCIE | IN | 473060875 | NONE | PC | SCHOLARSHIPS | $4,000 |
| INDIANA UNIVERSITY | ||||||||
| ATTN BURSAR OFFICE | POPLARS BUILDING 400 E 7TH ST | BLOOMINGTON | IN | 474053085 | NONE | PC | SCHOLARSHIPS | $28,000 |
| PURDUE UNIVERSITY | ||||||||
| BURSAR'S OFFICE HOVDE HALL | 610 PURDUE MALL | WEST LAFAYETTE | IN | 479072040 | NONE | PC | SCHOLARSHIPS | $32,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $92,000 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $58,720 | 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 | $261,850 | 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 | $320,570 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $320,570 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,000 | Amt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES - PRINCIPAL (ALLOCA | CategoryTxt |
| Legal Fees | $3,553 | LegalFeesAmt |
| Disbursements Charitable Prps | $3,553 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $1 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $68 | $68 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $2,800 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $11 | $11 | $0 |
Comments