THE TERNET FAMILY FOUNDATION XXX-XX-XXXX: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE TERNET FAMILY FOUNDATION XXX-XX-XXXX (EIN 61-6611472)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-11
- IRS object ID
- 202031329349100748
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-11T15:00:23-05:00 | 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 | 616611472 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TERNET FAMILY FOUNDATION XXX-XX-XXXX | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TERN | 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 | 2020-05-11 | 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 | 2020-05-11 | 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 | $526,770 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $25,481 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,481 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $80,994 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,262,196 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $80,994 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $106,475 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $106,475 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $11,978 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,380 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $9,598 | 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 | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,871 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $149 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $600 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $600 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,949 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,529 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,698 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $27,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $27,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $46,449 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,529 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $41,198 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $60,026 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $103,946 | 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 | $501,163 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $470,713 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $526,770 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $501,163 | TotalAssetsBOYAmt |
| Total Assets EOY | $470,713 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $526,770 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $501,163 | CapitalStockBOYAmt |
| Capital Stock EOY | $470,713 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $501,163 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $470,713 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $501,163 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $470,713 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $501,163 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $60,026 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $561,189 | SubtotalAmt |
| Other Decreases | $90,476 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $470,713 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (67 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 65. VANGUARD MID-CAP VALUE ETF | 2019-01-18 | 2019-02-21 | $7,027 | $6,676 | $351 | $351 |
| 62. VANGUARD MID-CAP GROWTH ETF | 2019-01-18 | 2019-02-21 | $8,536 | $8,062 | $474 | $474 |
| 465. ISHARES S&P 100 ETF | 2019-03-07 | 2019-04-11 | $59,329 | $56,530 | $2,799 | $2,799 |
| 223. SELECT SECTOR SPDR MATERIALS ETF | 2019-03-07 | 2019-04-11 | $12,791 | $12,232 | $559 | $559 |
| 837. SELECT SECTOR SPDR HLTH CARE ETF | 2019-02-21 | 2019-04-11 | $76,487 | $77,797 | -$1,310 | -$1,310 |
| 684. SELECT SECTOR SPDR CONSUMER STAPLES | 2019-03-07 | 2019-04-11 | $38,263 | $37,836 | $427 | $427 |
| 458. SELECT SECTOR SPDR CONSUMER DISCRETIONARY | 2019-03-07 | 2019-04-11 | $53,711 | $49,710 | $4,001 | $4,001 |
| 440. SELECT SECTOR SPDR ENERGY | 2019-03-07 | 2019-04-11 | $29,651 | $29,012 | $639 | $639 |
| 2516. SELECT SECTOR SPDR FINL | 2019-03-07 | 2019-04-11 | $67,076 | $66,049 | $1,027 | $1,027 |
| 619. SELECT SECTOR SPDR INDUSTRIAL ETF | 2019-03-07 | 2019-04-11 | $46,944 | $45,199 | $1,745 | $1,745 |
| 1484. AMEX TECHNOLOGY SELECT SPDR | 2019-03-07 | 2019-04-11 | $112,901 | $101,837 | $11,064 | $11,064 |
| 1090. COMMUNICATION SVCS SELECT SECTOR SPDR FD ETF | 2019-03-07 | 2019-04-11 | $52,824 | $49,506 | $3,318 | $3,318 |
| 421. REAL ESTATE SELECT SECTOR SPDR FD ETF | 2019-03-07 | 2019-04-11 | $15,362 | $14,546 | $816 | $816 |
| 287. SELECT SECTOR SPDR TR UTILS | 2019-03-07 | 2019-04-11 | $16,542 | $16,315 | $227 | $227 |
| 2136. VANGUARD FTSE DEVELOPED MKTS ETF | 2019-03-07 | 2019-04-11 | $88,856 | $85,913 | $2,943 | $2,943 |
| 649. VANGUARD FTSE EMERGING MKTS ETF | 2019-03-07 | 2019-04-11 | $28,225 | $26,108 | $2,117 | $2,117 |
| 2249. VANGUARD SHORT TERM GOVT BD ETF | 2019-04-04 | 2019-04-11 | $135,456 | $135,578 | -$122 | -$122 |
| 1243. VANGUARD SHORT TERM CORP BD ETF | 2019-04-04 | 2019-04-11 | $98,736 | $98,035 | $701 | $701 |
| 2771. VANGUARD INTER TERM GOVT BD ETF | 2019-03-07 | 2019-04-11 | $177,563 | $176,182 | $1,381 | $1,381 |
| 853. VANGUARD INTERMEDIATE TERM CORP BOND ETF | 2019-02-21 | 2019-04-11 | $73,958 | $71,729 | $2,229 | $2,229 |
| 190. VANGUARD MID-CAP VALUE ETF | 2019-03-07 | 2019-04-11 | $21,046 | $18,689 | $2,357 | $2,357 |
| 150. VANGUARD MID-CAP GROWTH ETF | 2019-03-07 | 2019-04-11 | $21,856 | $18,325 | $3,531 | $3,531 |
| 196. VANGUARD SMALL CAP GROWTH ETF | 2019-03-07 | 2019-04-11 | $36,022 | $33,028 | $2,994 | $2,994 |
| 261. VANGUARD SMALL-CAP VALUE ETF | 2019-03-07 | 2019-04-11 | $34,568 | $33,204 | $1,364 | $1,364 |
| 293. ISHARES S&P 100 ETF | 2019-04-18 | 2019-04-25 | $38,201 | $36,760 | $1,441 | $1,441 |
| 140. SELECT SECTOR SPDR MATERIALS ETF | 2019-04-18 | 2019-04-25 | $7,922 | $7,928 | -$6 | -$6 |
| 527. SELECT SECTOR SPDR HLTH CARE ETF | 2019-04-18 | 2019-04-25 | $46,512 | $47,274 | -$762 | -$762 |
| 431. SELECT SECTOR SPDR CONSUMER STAPLES | 2019-04-18 | 2019-04-25 | $24,327 | $24,037 | $290 | $290 |
| 289. SELECT SECTOR SPDR CONSUMER DISCRETIONARY | 2019-04-18 | 2019-04-25 | $34,653 | $33,285 | $1,368 | $1,368 |
| 277. SELECT SECTOR SPDR ENERGY | 2019-04-18 | 2019-04-25 | $18,628 | $18,441 | $187 | $187 |
| 1584. SELECT SECTOR SPDR FINL | 2019-04-18 | 2019-04-25 | $43,527 | $42,703 | $824 | $824 |
| 390. SELECT SECTOR SPDR INDUSTRIAL ETF | 2019-04-18 | 2019-04-25 | $30,030 | $29,534 | $496 | $496 |
| 935. AMEX TECHNOLOGY SELECT SPDR | 2019-04-18 | 2019-04-25 | $73,808 | $69,208 | $4,600 | $4,600 |
| 686. COMMUNICATION SVCS SELECT SECTOR SPDR FD ETF | 2019-04-18 | 2019-04-25 | $34,567 | $32,634 | $1,933 | $1,933 |
| 265. REAL ESTATE SELECT SECTOR SPDR FD ETF | 2019-04-18 | 2019-04-25 | $9,471 | $9,281 | $190 | $190 |
| 181. SELECT SECTOR SPDR TR UTILS | 2019-04-18 | 2019-04-25 | $10,509 | $10,325 | $184 | $184 |
| 1346. VANGUARD FTSE DEVELOPED MKTS ETF | 2019-04-18 | 2019-04-25 | $55,979 | $54,833 | $1,146 | $1,146 |
| 408. VANGUARD FTSE EMERGING MKTS ETF | 2019-04-18 | 2019-04-25 | $17,638 | $17,149 | $489 | $489 |
| 1438. VANGUARD SHORT TERM GOVT BD ETF | 2019-04-18 | 2019-04-25 | $86,667 | $86,686 | -$19 | -$19 |
| 833. VANGUARD SHORT TERM CORP BD ETF | 2019-04-18 | 2019-04-25 | $66,222 | $65,977 | $245 | $245 |
| 1765. VANGUARD INTER TERM GOVT BD ETF | 2019-04-18 | 2019-04-25 | $113,072 | $112,536 | $536 | $536 |
| 527. VANGUARD INTERMEDIATE TERM CORP BOND ETF | 2019-04-18 | 2019-04-25 | $45,716 | $44,928 | $788 | $788 |
| 120. VANGUARD MID-CAP VALUE ETF | 2019-04-18 | 2019-04-25 | $13,342 | $12,650 | $692 | $692 |
| 94. VANGUARD MID-CAP GROWTH ETF | 2019-04-18 | 2019-04-25 | $13,784 | $12,709 | $1,075 | $1,075 |
| 123. VANGUARD SMALL CAP GROWTH ETF | 2019-04-18 | 2019-04-25 | $22,698 | $20,774 | $1,924 | $1,924 |
| 164. VANGUARD SMALL-CAP VALUE ETF | 2019-04-18 | 2019-04-25 | $21,705 | $20,562 | $1,143 | $1,143 |
| 11. ISHARES S&P 100 ETF | 2018-12-21 | 2019-11-19 | $1,530 | $1,179 | $351 | $351 |
| 39. SELECT SECTOR SPDR MATERIALS ETF | 2019-01-18 | 2019-11-19 | $2,340 | $2,087 | $253 | $253 |
| 138. SELECT SECTOR SPDR HLTH CARE ETF | 2019-04-18 | 2019-11-19 | $13,492 | $11,874 | $1,618 | $1,618 |
| 112. SELECT SECTOR SPDR CONSUMER STAPLES | 2019-01-18 | 2019-11-19 | $6,887 | $5,879 | $1,008 | $1,008 |
| 77. SELECT SECTOR SPDR CONSUMER DISCRETIONARY | 2019-01-18 | 2019-11-19 | $9,275 | $8,224 | $1,051 | $1,051 |
| 71. SELECT SECTOR SPDR ENERGY | 2019-01-18 | 2019-11-19 | $4,151 | $4,523 | -$372 | -$372 |
| 433. SELECT SECTOR SPDR FINL | 2019-01-18 | 2019-11-19 | $12,921 | $11,260 | $1,661 | $1,661 |
| 109. SELECT SECTOR SPDR INDUSTRIAL ETF | 2019-01-18 | 2019-11-19 | $8,929 | $7,638 | $1,291 | $1,291 |
| 250. AMEX TECHNOLOGY SELECT SPDR | 2019-01-18 | 2019-11-19 | $21,927 | $16,309 | $5,618 | $5,618 |
| 187. COMMUNICATION SVCS SELECT SECTOR SPDR FD ETF | 2018-12-04 | 2019-11-19 | $9,752 | $8,267 | $1,485 | $1,485 |
| 73. REAL ESTATE SELECT SECTOR SPDR FD ETF | 2019-01-18 | 2019-11-19 | $2,832 | $2,384 | $448 | $448 |
| 47. SELECT SECTOR SPDR TR UTILS | 2019-01-18 | 2019-11-19 | $2,954 | $2,497 | $457 | $457 |
| 52. VANGUARD FTSE DEVELOPED MKTS ETF | 2018-12-21 | 2019-11-19 | $2,236 | $1,908 | $328 | $328 |
| 16. VANGUARD FTSE EMERGING MKTS ETF | 2018-12-21 | 2019-11-19 | $677 | $607 | $70 | $70 |
| 3. VANGUARD SHORT TERM GOVT BD ETF | 2019-01-18 | 2019-11-19 | $182 | $180 | $2 | $2 |
| 90. VANGUARD SHORT TERM CORP BD ETF | 2019-01-18 | 2019-11-19 | $7,284 | $7,018 | $266 | $266 |
| 138. VANGUARD INTER TERM GOVT BD ETF | 2019-01-18 | 2019-11-19 | $9,138 | $8,721 | $417 | $417 |
| 4. VANGUARD MID-CAP VALUE ETF | 2018-12-21 | 2019-11-19 | $465 | $375 | $90 | $90 |
| 4. VANGUARD MID-CAP GROWTH ETF | 2018-12-21 | 2019-11-19 | $619 | $460 | $159 | $159 |
| 5. VANGUARD SMALL CAP GROWTH ETF | 2018-12-21 | 2019-11-19 | $961 | $718 | $243 | $243 |
| 7. VANGUARD SMALL-CAP VALUE ETF | 2018-12-21 | 2019-11-19 | $936 | $782 | $154 | $154 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $80,994 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $0 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $481,159 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.0 | DistributionYr1Rt |
| Total Distribution | 0.0 | TotalDistributionRt |
| Average Distribution | 0.0 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $525,133 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $0 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,039 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,039 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $41,198 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,039 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,039 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,039 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,620 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,620 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,581 | OverpaymentAmt |
| Applied To ES Tax | $1,040 | AppliedToESTaxAmt |
| Refund | $541 | 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 MGMT | 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 | 477020207 | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OLD NATIONAL WEALTH MANAGEMENT | BusinessNameLine1Txt |
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 | $11,978 | 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 | $533,130 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $533,130 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $533,130 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,997 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $525,133 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $26,257 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $26,257 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,039 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,039 | TotalTaxAmt |
| Distributable Before Adj | $25,218 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $25,218 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $25,218 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $41,198 | 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 | $41,198 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,039 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $40,159 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $25,218 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,391 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $41,198 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,391 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $25,218 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $12,589 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $12,589 | 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 | $12,589 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $12,589 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| TURNSTONE CENTER FOR DISABLED | |||||||
| 3320 N CLINTON ST | FORT WAYNE | IN | 46805 | NONE | PC | PROGRAM SUPPORT | $20,000 |
| ERIN'S HOUSE FOR GRIEVING CHILDREN | |||||||
| 5670 YMCA PARK DR | FORT WAYNE | IN | 46835 | NONE | PC | PROGRAM SUPPORT | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $27,500 | 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 | $25,481 | 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 | $80,994 | 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 | $106,475 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $106,475 | 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 | $3,500 | Amt |
| Disbursements Charitable Prps | $3,500 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRANS. INCOME/ APPRECIATION TO FAMILY TR | Desc |
| Amt | $90,476 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER NON-ALLOCABLE EXPENSE - | Desc |
| Revenue And Expenses Per Books | $600 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $600 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $102 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $2,620 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $105 | $105 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $44 | $44 | $0 |
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