MICHAEL P & LORENA K SCHMITT FBO EVANSVILLE PROTESTANT HOME: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MICHAEL P & LORENA K SCHMITT FBO EVANSVILLE PROTESTANT HOME (EIN 35-6396177)
- Tax period
- 2020-10-01 to 2021-09-30
- Filed
- 2021-12-14
- IRS object ID
- 202143489349100204
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-12-14T14:00:13-06:00 | ReturnTs |
| Tax Period End | 2021-09-30 | 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 | 2020-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 356396177 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHMITT FBO EVILLE PROTESTANT HOME XXX-XX-XXXX | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCHM | 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 | 2021-10-27 | 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 | 2021-10-27 | 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 | $143,398 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $1,403 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,403 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,628 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $41,480 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,628 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $61 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $11,092 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,031 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,744 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $314 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,430 | 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 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 | $2,744 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $314 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,430 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,544 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $314 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,230 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,548 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,717 | 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 | $100,876 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $105,427 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $143,398 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $100,876 | TotalAssetsBOYAmt |
| Total Assets EOY | $105,427 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $143,398 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $100,876 | CapitalStockBOYAmt |
| Capital Stock EOY | $105,427 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $100,876 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $105,427 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $100,876 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $105,427 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $100,876 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,548 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3 | OtherIncreasesAmt |
| Subtotal | $105,427 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $105,427 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (84 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 9.497 INVESCO OPPENHEIMER INTL GROWTH CL R6 FD #7063 | 2017-06-06 | 2020-11-24 | $485 | $389 | $96 | $96 | |
| 2.993 CARILLON EAGLE SMALL CAP GROWTH CL I FD #3933 | 2019-11-20 | 2020-11-24 | $200 | $147 | $53 | $53 | |
| 18.355 DELAWARE VALUE INSTL FD #459 | 2018-09-10 | 2020-11-24 | $395 | $420 | -$25 | -$25 | |
| 28.594 OAKMARK INTL INSTL FD #2886 | 2018-01-29 | 2020-11-24 | $720 | $756 | -$36 | -$36 | |
| 9.153 JANUS HENDERSON ENTERPRISE CL I FD #102 | 2019-11-20 | 2020-11-24 | $1,495 | $1,086 | $409 | $409 | |
| 11.611 JPMORGAN US SMALL COMPANY CL L FD #1384 | 2016-08-09 | 2020-11-24 | $235 | $190 | $45 | $45 | |
| 12.806 CLEARBRIDGE LARGE CAP VALUE CL I FD #3 | 2019-01-24 | 2020-11-24 | $450 | $380 | $70 | $70 | |
| 58.454 PIONEER FUNDAMENTAL GROWTH CL Y FD #740 | 2019-09-18 | 2020-11-24 | $1,770 | $1,548 | $222 | $222 | |
| 2.157 BOSTON PARTNERS ALL-CAP VALUE INSTL FD #7007 | 2014-01-27 | 2020-11-24 | $60 | $44 | $16 | $16 | |
| 9.314 BOSTON PARTNERS SMALL CAP VALUE II INSTL FD #77 | 2019-11-20 | 2020-11-24 | $235 | $237 | -$2 | -$2 | |
| 332.873 VANGUARD SHORT TERM BOND INDEX ADM FD #5132 | 2019-11-20 | 2020-11-24 | $3,615 | $3,513 | $102 | $102 | |
| 59.159 VICTORY SYCAMORE ESTABLISHED VALUE CL I FD #203 | 2019-11-20 | 2020-11-24 | $2,490 | $1,967 | $523 | $523 | |
| 21.207 DELAWARE VALUE INSTL FD #459 | 2018-09-10 | 2021-02-24 | $485 | $485 | |||
| 17.982 OAKMARK INTL INSTL FD #2886 | 2017-06-06 | 2021-02-24 | $515 | $466 | $49 | $49 | |
| 9.65 BOSTON PARTNERS ALL-CAP VALUE INSTL FD #7007 | 2020-01-23 | 2021-02-24 | $295 | $232 | $63 | $63 | |
| 2.711 ROWE T PRICE BLUE CHIP GROWTH | 2020-01-23 | 2021-02-24 | $465 | $130 | $335 | $335 | |
| 150.407 VANGUARD INTERMEDIATE TERM BOND INDEX ADM FD #5314 | 2019-11-20 | 2021-02-24 | $1,850 | $1,672 | $178 | $178 | |
| 1.343 VANGUARD GROWTH INDEX ADM FD #509 | 2020-11-24 | 2021-02-24 | $180 | $166 | $14 | $14 | |
| 3.034 VICTORY SYCAMORE ESTABLISHED VALUE CL I FD #203 | 2020-01-23 | 2021-02-24 | $140 | $122 | $18 | $18 | |
| 5.455 INVESCO OPPENHEIMER INTL GROWTH CL R6 FD #7063 | 2018-09-10 | 2021-06-23 | $275 | $223 | $52 | $52 | |
| 514.454 DELAWARE VALUE INSTL FD #459 | 2019-11-20 | 2021-06-23 | $12,403 | $11,656 | $747 | $747 | |
| 35.227 DELAWARE VALUE INSTL FD #459 | 2020-06-24 | 2021-06-23 | $849 | $645 | $204 | $204 | |
| 1.841 OAKMARK INTL INSTL FD #2886 | 2014-09-17 | 2021-06-23 | $55 | $47 | $8 | $8 | |
| .174 JANUS HENDERSON ENTERPRISE CL I FD #102 | 2016-04-21 | 2021-06-23 | $30 | $16 | $14 | $14 | |
| 61.073 PIONEER FUNDAMENTAL GROWTH CL Y FD #740 | 2019-09-18 | 2021-06-23 | $2,140 | $1,617 | $523 | $523 | |
| 6.364 BOSTON PARTNERS ALL-CAP VALUE INSTL FD #7007 | 2014-01-27 | 2021-06-23 | $210 | $129 | $81 | $81 | |
| 3.865 BOSTON PARTNERS SMALL CAP VALUE II INSTL FD #77 | 2019-11-20 | 2021-06-23 | $125 | $99 | $26 | $26 | |
| 55.51 VANGUARD INTERMEDIATE TERM BOND INDEX ADM FD #5314 | 2018-09-10 | 2021-06-23 | $675 | $608 | $67 | $67 | |
| 1.411 VANGUARD GROWTH INDEX ADM FD #509 | 2020-11-24 | 2021-06-23 | $205 | $175 | $30 | $30 | |
| 3.737 VICTORY SYCAMORE ESTABLISHED VALUE CL I FD #203 | 2020-01-23 | 2021-06-23 | $185 | $127 | $58 | $58 | |
| 4.886 INVESCO OPPENHEIMER INTL GROWTH CL R6 FD #7063 | 2018-09-10 | 2021-08-19 | $253 | $200 | $53 | $53 | |
| 1.303 FEDERATED HERMES INSTL HIGH YIELD BOND IS FD #900 | 2021-06-23 | 2021-08-19 | $13 | $13 | |||
| 17.7 CLEARBRIDGE LARGE CAP VALUE CL I FD #3 | 2020-01-23 | 2021-08-19 | $693 | $606 | $87 | $87 | |
| 17.225 PIMCO MODERATE DURATION INSTL FUND #120 | 2014-01-27 | 2021-08-19 | $181 | $183 | -$2 | -$2 | |
| 19.399 PIONEER FUNDAMENTAL GROWTH CL Y FD #740 | 2020-06-24 | 2021-08-19 | $705 | $533 | $172 | $172 | |
| 2.784 BOSTON PARTNERS ALL-CAP VALUE INSTL FD #7007 | 2014-01-27 | 2021-08-19 | $92 | $56 | $36 | $36 | |
| 4.791 ROWE T PRICE BLUE CHIP GROWTH | 2008-11-25 | 2021-08-19 | $912 | $104 | $808 | $808 | |
| 17.274 TOUCHSTONE VALUE INSTL FD | 2021-06-23 | 2021-08-19 | $195 | $196 | -$1 | -$1 | |
| 22.263 VANGUARD SHORT TERM BOND INDEX ADM FD #5132 | 2020-06-24 | 2021-08-19 | $240 | $242 | -$2 | -$2 | |
| 14.501 VANGUARD INTERMEDIATE TERM BOND INDEX ADM FD #5314 | 2018-09-10 | 2021-08-19 | $179 | $159 | $20 | $20 | |
| 1.956 VANGUARD GROWTH INDEX ADM FD #509 | 2020-11-24 | 2021-08-19 | $297 | $242 | $55 | $55 | |
| .8 VICTORY SYCAMORE ESTABLISHED VALUE CL I FD #203 | 2016-04-21 | 2021-08-19 | $40 | $26 | $14 | $14 | |
| CAPITAL GAIN DIVIDENDS | $4,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,448 | P | |||||
| CAPITAL GAIN DIVIDENDS | $4,448 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,628 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $149 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $149 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $149 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $120 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $120 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $29 | 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 | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| 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 | 2 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $1,744 | 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 | $141,062 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $141,062 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $141,062 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,116 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $138,946 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,947 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,947 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $149 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $149 | TotalTaxAmt |
| Distributable Before Adj | $6,798 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,798 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,798 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,230 | 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 | $6,230 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $6,230 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,798 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,719 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $7,371 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,365 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $133 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,588 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,230 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,230 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $568 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $568 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $10,020 | 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 | $10,020 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,151 | ExcessFromYear4Amt |
| Excess From Year3 | $7,371 | ExcessFromYear3Amt |
| Excess From Year2 | $1,365 | ExcessFromYear2Amt |
| Excess From Year1 | $133 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EVANSVILLE PROTESTANT HOME | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3701 WASHINGTON AVE | AddressLine1Txt |
| City | EVANSVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 477140543 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | PROGRAM SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $3,800 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,800 | 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 | $1,403 | 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 | $9,628 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $61 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $11,092 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,092 | 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 | $3 | Amt |