ANNA BOSSE TRUST: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ANNA BOSSE TRUST (EIN 35-6013398)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-07
- IRS object ID
- 202031289349101013
- Schema version
- 2019v5.0
- 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 Decreases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-07T11:00:23-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-04-23 | 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 | 2020-04-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $3,592,486 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $65,206 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $65,206 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $81,359 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $592,051 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $81,359 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $146,565 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $146,565 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $32,536 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,465 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $26,071 | 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 | $6,794 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,794 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,010 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,010 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,713 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $713 | 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 | $44,053 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,178 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $33,875 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $110,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $110,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $154,053 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,178 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $143,875 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,488 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $139,387 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $3,005,936 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,998,436 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,592,486 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,005,936 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,998,436 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,592,486 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,005,936 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,998,436 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,005,936 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,998,436 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,005,936 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,998,436 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,005,936 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,488 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,998,448 | SubtotalAmt |
| Other Decreases | $12 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,998,436 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (138 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 166. SCHWAB US TIPS ETF | 2018-02-20 | 2019-01-02 | $8,843 | $9,021 | -$178 | -$178 | |
| 555. VANGUARD SHORT TERM INFLATION PROTECTED SECS INDEX ETF | 2018-02-20 | 2019-01-02 | $26,529 | $27,000 | -$471 | -$471 | |
| 10000. VIGO CNTY IN REDEV AUTH ECON DEV LEASE RENTAL REV TAXBL 5.3% (1 | 2009-04-22 | 2019-02-01 | $10,000 | $9,791 | $209 | $209 | |
| 6. AIR PRODS & CHEMS INC | 2017-12-27 | 2019-02-06 | $1,018 | $983 | $35 | $35 | |
| 7. ANALOG DEVICES INC | 2017-10-20 | 2019-02-06 | $718 | $626 | $92 | $92 | |
| 19. BANK OF AMERICA CORP | 2017-01-19 | 2019-02-06 | $545 | $429 | $116 | $116 | |
| 6. BERKSHIRE HATHAWAY INC CL B | 2015-02-20 | 2019-02-06 | $1,235 | $889 | $346 | $346 | |
| 7. CHEVRONTEXACO CORP | 2012-06-25 | 2019-02-06 | $831 | $689 | $142 | $142 | |
| 8. COGNIZANT TECH SOLUTIONS CORP | 2018-06-06 | 2019-02-06 | $595 | $624 | -$29 | -$29 | |
| 5. COSTCO WHSL CORP NEW | 2014-09-15 | 2019-02-06 | $1,058 | $628 | $430 | $430 | |
| 6. DANAHER CORP | 2015-10-21 | 2019-02-06 | $657 | $404 | $253 | $253 | |
| 5. DOVER CORPORATION | 2017-12-27 | 2019-02-06 | $440 | $402 | $38 | $38 | |
| 8. EDWARDS LIFESCIENCES CORP | 2016-01-28 | 2019-02-06 | $1,363 | $607 | $756 | $756 | |
| 58. EQUIFAX INC | 2016-02-17 | 2019-02-06 | $6,208 | $5,908 | $300 | $300 | |
| 2. EQUIFAX INC | 2018-03-19 | 2019-02-06 | $214 | $244 | -$30 | -$30 | |
| 9. EXXON MOBIL CORP | 2016-04-25 | 2019-02-06 | $677 | $784 | -$107 | -$107 | |
| 15. FASTENAL CO | 2018-06-06 | 2019-02-06 | $923 | $781 | $142 | $142 | |
| 8. FEDEX CORP | 2016-09-19 | 2019-02-06 | $1,469 | $1,293 | $176 | $176 | |
| 7. JP MORGAN CHASE & CO | 2016-10-20 | 2019-02-06 | $726 | $479 | $247 | $247 | |
| 5. ESTEE LAUDER CO INC | 2017-12-27 | 2019-02-06 | $752 | $639 | $113 | $113 | |
| 8. MICROSOFT CORP | 2017-06-05 | 2019-02-06 | $849 | $579 | $270 | $270 | |
| 11. MONSTER BEVERAGE CORP | 2018-06-06 | 2019-02-06 | $630 | $586 | $44 | $44 | |
| 5. PIONEER NAT RES CO | 2016-05-04 | 2019-02-06 | $709 | $788 | -$79 | -$79 | |
| 50. PROGRESSIVE CORP OHIO COM | 2017-12-27 | 2019-02-06 | $3,376 | $2,820 | $556 | $556 | |
| 8. SALESFORCE.COM INC | 2017-12-27 | 2019-02-06 | $1,263 | $822 | $441 | $441 | |
| 10. SCHWAB CHARLES CORP | 2018-06-06 | 2019-02-06 | $460 | $579 | -$119 | -$119 | |
| 125. SELECT SECTOR SPDR CONSUMER DISCRETIONARY | 2015-11-16 | 2019-02-06 | $13,552 | $9,679 | $3,873 | $3,873 | |
| 9. STARBUCKS CORP | 2016-08-15 | 2019-02-06 | $619 | $499 | $120 | $120 | |
| 17. SUNTRUST BKS INC COM | 2016-10-20 | 2019-02-06 | $997 | $791 | $206 | $206 | |
| 19. TJX CO INC | 2011-09-15 | 2019-02-06 | $924 | $264 | $660 | $660 | |
| 389. VANGUARD VALUE ETF | 2018-02-02 | 2019-02-06 | $41,066 | $28,214 | $12,852 | $12,852 | |
| 5. VISA INC CL A | 2011-09-15 | 2019-02-06 | $707 | $113 | $594 | $594 | |
| 5. CHECK POINT SOFTWARE TECH LTD ORD | 2018-06-06 | 2019-02-06 | $579 | $494 | $85 | $85 | |
| 8.874 JANUS HENDERSON ENTERPRISE CL I FD #102 | 2016-04-21 | 2019-02-07 | $1,095 | $797 | $298 | $298 | |
| 25000. CISCO SYS INC 4.95% 02/15/2019 | 2009-02-24 | 2019-02-15 | $25,000 | $24,957 | $43 | $43 | |
| 7. ADOBE SYS INC | 2017-10-20 | 2019-04-22 | $1,903 | $1,227 | $676 | $676 | |
| 13. ANALOG DEVICES INC | 2017-10-20 | 2019-04-22 | $1,477 | $1,162 | $315 | $315 | |
| 29. APPLE COMPUTER INC | 2011-09-15 | 2019-04-22 | $5,933 | $1,627 | $4,306 | $4,306 | |
| 41. BERKSHIRE HATHAWAY INC CL B | 2018-03-19 | 2019-04-22 | $8,590 | $6,097 | $2,493 | $2,493 | |
| 5. BLACKROCK INC | 2015-09-14 | 2019-04-22 | $2,321 | $1,506 | $815 | $815 | |
| 6. EDWARDS LIFESCIENCES CORP | 2016-01-28 | 2019-04-22 | $1,068 | $455 | $613 | $613 | |
| 133. EXXON MOBIL CORP | 2018-03-19 | 2019-04-22 | $11,032 | $11,547 | -$515 | -$515 | |
| 7. SALESFORCE.COM INC | 2017-12-27 | 2019-04-22 | $1,112 | $719 | $393 | $393 | |
| 24. STARBUCKS CORP | 2016-08-15 | 2019-04-22 | $1,810 | $1,329 | $481 | $481 | |
| 79. TJX CO INC | 2014-09-15 | 2019-04-22 | $4,294 | $2,124 | $2,170 | $2,170 | |
| 14. VISA INC CL A | 2011-09-15 | 2019-04-22 | $2,245 | $316 | $1,929 | $1,929 | |
| 14. AON PLC CL A | 2016-08-15 | 2019-04-22 | $2,446 | $1,534 | $912 | $912 | |
| 5. SALESFORCE.COM INC | 2017-12-27 | 2019-06-12 | $755 | $513 | $242 | $242 | |
| 30. SCHWAB CHARLES CORP | 2018-06-06 | 2019-06-12 | $1,263 | $1,737 | -$474 | -$474 | |
| 34. STARBUCKS CORP | 2016-08-15 | 2019-06-12 | $2,815 | $1,883 | $932 | $932 | |
| 14. SUNTRUST BKS INC COM | 2016-10-20 | 2019-06-12 | $892 | $651 | $241 | $241 | |
| 2. ADOBE SYS INC | 2017-10-20 | 2019-07-17 | $619 | $351 | $268 | $268 | |
| 163.436 INVESCO OPPENHEIMER INTL GROWTH CL R6 FD #7063 | 2014-09-17 | 2019-07-17 | $6,701 | $6,044 | $657 | $657 | |
| 1. AIR PRODS & CHEMS INC | 2017-12-27 | 2019-07-17 | $226 | $164 | $62 | $62 | |
| 6. ALBEMARLE CORP | 2019-04-22 | 2019-07-17 | $435 | $494 | -$59 | -$59 | |
| 1. ALPHABET INC CL A | 2015-02-20 | 2019-07-17 | $1,149 | $541 | $608 | $608 | |
| 1. AMAZON COM INC | 2018-10-03 | 2019-07-17 | $1,993 | $1,958 | $35 | $35 | |
| 3. ANALOG DEVICES INC | 2017-10-20 | 2019-07-17 | $342 | $268 | $74 | $74 | |
| 3. APPLE COMPUTER INC | 2011-09-15 | 2019-07-17 | $612 | $168 | $444 | $444 | |
| 16. BANK OF AMERICA CORP | 2017-01-19 | 2019-07-17 | $468 | $361 | $107 | $107 | |
| 1. BIOGEN INC | 2018-09-04 | 2019-07-17 | $229 | $346 | -$117 | -$117 | |
| 1. BLACKROCK INC | 2015-09-14 | 2019-07-17 | $472 | $301 | $171 | $171 | |
| 10. CVS CORP | 2018-06-06 | 2019-07-17 | $561 | $650 | -$89 | -$89 | |
| 54.008 CARILLON EAGLE SMALL CAP GROWTH CL I FD #3933 | 2012-11-16 | 2019-07-17 | $2,906 | $2,216 | $690 | $690 | |
| 3. CELGENE CORP | 2017-05-10 | 2019-07-17 | $272 | $359 | -$87 | -$87 | |
| 4. CHEVRONTEXACO CORP | 2012-06-25 | 2019-07-17 | $497 | $394 | $103 | $103 | |
| 7. COGNIZANT TECH SOLUTIONS CORP | 2018-06-06 | 2019-07-17 | $457 | $546 | -$89 | -$89 | |
| 2. COSTCO WHSL CORP NEW | 2014-09-15 | 2019-07-17 | $564 | $251 | $313 | $313 | |
| 3. CUMMINS INC | 2017-06-05 | 2019-07-17 | $508 | $469 | $39 | $39 | |
| 4. DANAHER CORP | 2015-10-21 | 2019-07-17 | $558 | $269 | $289 | $289 | |
| 3. DIAMONDBACK ENERGY INC | 2018-09-04 | 2019-07-17 | $306 | $361 | -$55 | -$55 | |
| 4. DOVER CORPORATION | 2017-12-27 | 2019-07-17 | $382 | $321 | $61 | $61 | |
| 144.199 DRIEHAUS EMERGING MKTS GROWTH INSTL FD #23 | 2012-03-06 | 2019-07-17 | $5,330 | $4,094 | $1,236 | $1,236 | |
| 3. EDWARDS LIFESCIENCES CORP | 2016-01-28 | 2019-07-17 | $569 | $228 | $341 | $341 | |
| 4. FACEBOOK INC CL A | 2016-04-25 | 2019-07-17 | $809 | $439 | $370 | $370 | |
| 11. FASTENAL CO | 2018-06-06 | 2019-07-17 | $336 | $287 | $49 | $49 | |
| 140.686 FEDERATED CLOVER SMALL VALUE CL IS FD #659 | 2012-11-16 | 2019-07-17 | $2,739 | $2,836 | -$97 | -$97 | |
| 2. FEDEX CORP | 2016-09-19 | 2019-07-17 | $330 | $323 | $7 | $7 | |
| 1. GENERAL DYNAMICS CORP | 2018-10-03 | 2019-07-17 | $184 | $205 | -$21 | -$21 | |
| 3. GLOBAL PAYMENTS INC | 2017-12-27 | 2019-07-17 | $496 | $301 | $195 | $195 | |
| 271.736 OAKMARK INTL INSTL FD #2886 | 2014-09-17 | 2019-07-17 | $6,223 | $6,994 | -$771 | -$771 | |
| 4. HOME DEPOT | 2016-01-28 | 2019-07-17 | $864 | $490 | $374 | $374 | |
| 7. JP MORGAN CHASE & CO | 2016-10-20 | 2019-07-17 | $798 | $479 | $319 | $319 | |
| 47.038 JANUS HENDERSON ENTERPRISE CL I FD #102 | 2016-04-21 | 2019-07-17 | $6,625 | $4,223 | $2,402 | $2,402 | |
| 207.952 JPMORGAN US SMALL COMPANY CL L FD #1384 | 2016-08-17 | 2019-07-17 | $3,367 | $3,417 | -$50 | -$50 | |
| 4. KLA TENCOR CORP | 2019-04-22 | 2019-07-17 | $503 | $492 | $11 | $11 | |
| 3. ESTEE LAUDER CO INC | 2017-12-27 | 2019-07-17 | $569 | $383 | $186 | $186 | |
| 4. LILLY ELI & CO | 2016-01-28 | 2019-07-17 | $428 | $309 | $119 | $119 | |
| 7. MARATHON PETE CORP | 2019-04-22 | 2019-07-17 | $380 | $428 | -$48 | -$48 | |
| 2. MARTIN MARIETTA MATERIALS INC | 2018-09-04 | 2019-07-17 | $457 | $399 | $58 | $58 | |
| 8. MICROSOFT CORP | 2017-06-05 | 2019-07-17 | $1,095 | $579 | $516 | $516 | |
| 5. MICROCHIP TECHNOLOGY INC | 2019-04-22 | 2019-07-17 | $454 | $490 | -$36 | -$36 | |
| 8. MONSTER BEVERAGE CORP | 2018-06-06 | 2019-07-17 | $526 | $426 | $100 | $100 | |
| 2. NORTHROP GRUMMAN CORP | 2016-01-11 | 2019-07-17 | $643 | $377 | $266 | $266 | |
| 2. PIONEER NAT RES CO | 2016-05-04 | 2019-07-17 | $273 | $315 | -$42 | -$42 | |
| 6. PROCTER & GAMBLE CO | 2018-09-04 | 2019-07-17 | $695 | $495 | $200 | $200 | |
| 6. PROGRESSIVE CORP OHIO COM | 2017-12-27 | 2019-07-17 | $481 | $338 | $143 | $143 | |
| 235.129 BOSTON PARTNERS ALL-CAP VALUE INSTL FD #7007 | 2014-02-11 | 2019-07-17 | $6,080 | $4,841 | $1,239 | $1,239 | |
| 4. SALESFORCE.COM INC | 2017-12-27 | 2019-07-17 | $633 | $411 | $222 | $222 | |
| 8. SCHWAB CHARLES CORP | 2018-06-06 | 2019-07-17 | $329 | $463 | -$134 | -$134 | |
| 18. SELECT SECTOR SPDR MATERIALS ETF | 2017-03-21 | 2019-07-17 | $1,044 | $934 | $110 | $110 | |
| 66. SELECT SECTOR SPDR HLTH CARE ETF | 2017-03-21 | 2019-07-17 | $6,085 | $4,913 | $1,172 | $1,172 | |
| 55. SELECT SECTOR SPDR CONSUMER STAPLES | 2017-03-21 | 2019-07-17 | $3,294 | $3,032 | $262 | $262 | |
| 37. SELECT SECTOR SPDR CONSUMER DISCRETIONARY | 2015-11-16 | 2019-07-17 | $4,561 | $2,865 | $1,696 | $1,696 | |
| 35. SELECT SECTOR SPDR ENERGY | 2017-03-21 | 2019-07-17 | $2,184 | $2,430 | -$246 | -$246 | |
| 193. SELECT SECTOR SPDR FINL | 2017-03-21 | 2019-07-17 | $5,370 | $4,557 | $813 | $813 | |
| 48. SELECT SECTOR SPDR INDUSTRIAL ETF | 2017-03-21 | 2019-07-17 | $3,690 | $3,098 | $592 | $592 | |
| 117. AMEX TECHNOLOGY SELECT SPDR | 2017-03-21 | 2019-07-17 | $9,418 | $6,174 | $3,244 | $3,244 | |
| 88. COMMUNICATION SVCS SELECT SECTOR SPDR FD ETF | 2018-10-03 | 2019-07-17 | $4,461 | $4,313 | $148 | $148 | |
| 33. REAL ESTATE SELECT SECTOR SPDR FD ETF | 2017-03-21 | 2019-07-17 | $1,236 | $1,030 | $206 | $206 | |
| 34. SELECT SECTOR SPDR TR UTILS | 2016-02-17 | 2019-07-17 | $2,064 | $1,557 | $507 | $507 | |
| 7. STARBUCKS CORP | 2016-08-15 | 2019-07-17 | $631 | $388 | $243 | $243 | |
| 4. STRYKER CORP | 2015-10-21 | 2019-07-17 | $832 | $399 | $433 | $433 | |
| 9. SUNTRUST BKS INC COM | 2016-10-20 | 2019-07-17 | $574 | $419 | $155 | $155 | |
| 12. TJX CO INC | 2014-09-15 | 2019-07-17 | $675 | $359 | $316 | $316 | |
| 3. THERMO FISHER SCIENTIFIC INC | 2011-09-15 | 2019-07-17 | $860 | $163 | $697 | $697 | |
| 32. VANGUARD VALUE ETF | 2018-02-02 | 2019-07-17 | $3,578 | $3,494 | $84 | $84 | |
| 219.319 VICTORY SYCAMORE ESTABLISHED VALUE CL I FD #203 | 2016-04-21 | 2019-07-17 | $8,564 | $7,031 | $1,533 | $1,533 | |
| 6. VISA INC CL A | 2011-09-15 | 2019-07-17 | $1,076 | $136 | $940 | $940 | |
| 5. WALMART STORES INC | 2019-02-06 | 2019-07-17 | $573 | $479 | $94 | $94 | |
| 3. AON PLC CL A | 2016-08-15 | 2019-07-17 | $586 | $329 | $257 | $257 | |
| 4. CHECK POINT SOFTWARE TECH LTD ORD | 2018-06-06 | 2019-07-17 | $465 | $395 | $70 | $70 | |
| 30000. US TREASURY BILL 08/15/2019 | 2018-10-04 | 2019-08-15 | $29,344 | $29,344 | |||
| 25000. ELKHART IND PK DIST TAXABLE PK DIS BDS 2009B TAXABLE 5.90% DTD | 2009-12-04 | 2019-09-16 | $25,000 | $25,000 | |||
| 618. VANGUARD VALUE ETF | 2018-03-19 | 2019-09-20 | $69,278 | $67,430 | $1,848 | $1,848 | |
| 6. ADOBE SYS INC | 2017-10-20 | 2019-10-10 | $1,651 | $1,052 | $599 | $599 | |
| 20. BIOGEN INC | 2018-09-04 | 2019-10-10 | $4,462 | $6,928 | -$2,466 | -$2,466 | |
| 69. CELGENE CORP | 2017-05-10 | 2019-10-10 | $6,883 | $8,267 | -$1,384 | -$1,384 | |
| 7. EDWARDS LIFESCIENCES CORP | 2016-01-28 | 2019-10-10 | $1,584 | $531 | $1,053 | $1,053 | |
| 41. FACEBOOK INC CL A | 2016-04-25 | 2019-10-10 | $7,385 | $4,504 | $2,881 | $2,881 | |
| 9. NORTHROP GRUMMAN CORP | 2016-01-11 | 2019-10-10 | $3,320 | $1,697 | $1,623 | $1,623 | |
| 16. REGENERON PHARMACEUTICALS INC | 2018-09-04 | 2019-10-10 | $4,780 | $6,449 | -$1,669 | -$1,669 | |
| 8. STRYKER CORP | 2015-10-21 | 2019-10-10 | $1,692 | $799 | $893 | $893 | |
| 6. THERMO FISHER SCIENTIFIC INC | 2011-09-15 | 2019-10-10 | $1,684 | $326 | $1,358 | $1,358 | |
| 30000. US TREASURY N/B 1.5% 10/31/2019 | 2016-08-08 | 2019-10-31 | $30,000 | $30,000 | |||
| 775.427 FEDERATED CLOVER SMALL VALUE CL IS FD #659 | 2019-02-07 | 2019-12-23 | $16,199 | $14,958 | $1,241 | $1,241 | |
| 1926.136 FEDERATED CLOVER SMALL VALUE CL IS FD #659 | 2018-03-19 | 2019-12-23 | $40,237 | $44,388 | -$4,151 | -$4,151 | |
| CAPITAL GAIN DIVIDENDS | $17,675 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $81,359 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $170,352 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,274,749 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05202 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $161,419 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,181,261 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050741 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $234,794 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,050,562 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.076967 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $289,192 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,311,098 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.08734 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $67,250 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,389,969 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.019838 | DistributionYr5Rt |
| Total Distribution | 0.286906 | TotalDistributionRt |
| Average Distribution | 0.057381 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,347,887 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $192,105 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,394 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $193,499 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $143,875 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,788 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,788 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,788 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,589 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,589 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $801 | OverpaymentAmt |
| Applied To ES Tax | $801 | 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 | $32,536 | 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 | $3,398,870 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,398,870 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,398,870 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $50,983 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,347,887 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $167,394 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $167,394 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,788 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,788 | TotalTaxAmt |
| Distributable Before Adj | $164,606 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $164,606 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $164,606 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $143,875 | 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 | $143,875 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $143,875 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $164,606 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $20,966 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $79,748 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $8,406 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $109,120 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $143,875 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $143,875 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $20,731 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $20,731 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $88,389 | 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 | $88,389 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $235 | ExcessFromYear4Amt |
| Excess From Year3 | $79,748 | ExcessFromYear3Amt |
| Excess From Year2 | $8,406 | 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 (10 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 | $36,000 |
| TRINITY LUTHERAN CHURCH | ||||||||
| 1020 W ILLINOIS ST | EVANSVILLE | IN | 477101114 | NONE | PC | PROGRAM SUPPORT | $4,000 | |
| THE ARTS COUNCIL OF SOUTHWESTERN | ||||||||
| INDIANA INC | 212 MAIN STREET | EVANSVILLE | IN | 47708 | NONE | PC | PROGRAM SUPPORT | $11,000 |
| E'VILLE VANDERBURGH PUBLIC LIBRARY | ||||||||
| 200 SE MARTIN LUTHER KING JR BLVD | EVANSVILLE | IN | 47713 | NONE | PC | PROGRAM SUPPORT | $3,000 | |
| INDIANA STATE UNIVERSITY | ||||||||
| OFFICE OF CONTROLLER | PARSONS HALL 100 | TERRE HAUTE | IN | 47809 | NONE | PC | SCHOLARSHIPS | $1,000 |
| INDIANA UNIVERSITY | ||||||||
| ATTN BURSAR OFFICE | POPLARS BUILDING 400 E 7TH ST | BLOOMINGTON | IN | 474053085 | NONE | PC | SCHOLARSHIPS | $24,000 |
| PURDUE UNIVERSITY | ||||||||
| BURSAR'S OFFICE HOVDE HALL | 610 PURDUE MALL | WEST LAFAYETTE | IN | 479072040 | NONE | PC | SCHOLARSHIPS | $20,000 |
| THE RIVER BASIN BLUES SOCIETY | ||||||||
| PO BOX 15125 | EVANSVILLE | IN | 477160125 | NONE | PC | PROGRAM SUPPORT | $4,000 | |
| HAYNIE'S CORNER ART DISTRICT ASSN | ||||||||
| 44 WASHINGTON AVE | EVANSVILLE | IN | 47713 | NONE | PC | FRONT PORCH FEST 2017 | $2,000 | |
| COMMUNITY OUTREACH EVANSVILLE | ||||||||
| 915 MAIN ST STE 005 | EVANSVILLE | IN | 47708 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $110,000 | 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 | $65,206 | 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 | $81,359 | 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 | $146,565 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $146,565 | 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 | $1,010 | Amt |
| Disbursements Charitable Prps | $1,010 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES - PRINCIPAL (ALLOCA | CategoryTxt |
| Legal Fees | $6,794 | LegalFeesAmt |
| Disbursements Charitable Prps | $6,794 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $12 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - PRINCIPAL | $3,000 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $713 | $713 | $0 |
Comments