RICE MEMORIAL HOSPITAL AND WELFARE FUND: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- RICE MEMORIAL HOSPITAL AND WELFARE FUND (EIN 35-6015582)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-07
- IRS object ID
- 202041289349101129
- 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 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 | 356015582 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICE MEMORIAL HOSPITAL AND WELFARE 310006010 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RICE | BusinessNameControlTxt |
| Phone | 8124641584 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 207 | AddressLine1Txt |
| City | EVANSVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 477020207 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | OLD NATIONAL WEALTH MANAGEMENT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8124641584 | PhoneNum |
| Signature | 2020-04-17 | 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 | 2020-04-17 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 216.68.127.170 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 33F592ACAE94898F6011331A358991489B73CEAC | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8670109924BED3CE298B6E1E977013E584BCC65F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,107,726 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $19,321 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,321 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $32,954 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $189,793 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $32,954 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $52,275 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $52,275 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $11,936 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,372 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $9,564 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,273 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $233 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $14,209 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,605 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,564 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $41,875 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $41,875 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $56,084 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,605 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $52,439 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,809 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $49,670 | 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 | $907,095 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $903,283 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,107,726 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $907,095 | TotalAssetsBOYAmt |
| Total Assets EOY | $903,283 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,107,726 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $907,095 | CapitalStockBOYAmt |
| Capital Stock EOY | $903,283 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $907,095 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $903,283 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $907,095 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $903,283 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $907,095 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,809 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $903,286 | SubtotalAmt |
| Other Decreases | $3 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $903,283 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (80 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 51. SCHWAB US TIPS ETF | 2018-02-23 | 2019-01-04 | $2,727 | $2,776 | -$49 | -$49 | |
| 170. VANGUARD SHORT TERM INFLATION PROTECTED SECS INDEX ETF | 2018-02-23 | 2019-01-04 | $8,144 | $8,289 | -$145 | -$145 | |
| 6. ANALOG DEVICES INC | 2017-10-20 | 2019-02-06 | $615 | $536 | $79 | $79 | |
| 5. APPLE COMPUTER INC | 2008-10-23 | 2019-02-06 | $870 | $69 | $801 | $801 | |
| 18. BANK OF AMERICA CORP | 2017-01-19 | 2019-02-06 | $516 | $406 | $110 | $110 | |
| 7. COGNIZANT TECH SOLUTIONS CORP | 2018-06-05 | 2019-02-06 | $520 | $540 | -$20 | -$20 | |
| 5. DANAHER CORP | 2015-10-21 | 2019-02-06 | $547 | $337 | $210 | $210 | |
| 6. DOVER CORPORATION | 2017-12-27 | 2019-02-06 | $528 | $482 | $46 | $46 | |
| 6. EDWARDS LIFESCIENCES CORP | 2016-01-28 | 2019-02-06 | $1,022 | $455 | $567 | $567 | |
| 19. EQUIFAX INC | 2016-02-17 | 2019-02-06 | $2,034 | $1,935 | $99 | $99 | |
| 2. EQUIFAX INC | 2019-01-04 | 2019-02-06 | $214 | $189 | $25 | $25 | |
| 7. EXXON MOBIL CORP | 2016-04-25 | 2019-02-06 | $526 | $610 | -$84 | -$84 | |
| 5. FACEBOOK INC CL A | 2016-04-25 | 2019-02-06 | $853 | $549 | $304 | $304 | |
| 9. FASTENAL CO | 2018-06-05 | 2019-02-06 | $554 | $489 | $65 | $65 | |
| 5. HOME DEPOT | 2016-08-15 | 2019-02-06 | $923 | $687 | $236 | $236 | |
| 7. JP MORGAN CHASE & CO | 2017-12-27 | 2019-02-06 | $726 | $751 | -$25 | -$25 | |
| 8. MICROSOFT CORP | 2017-06-13 | 2019-02-06 | $849 | $566 | $283 | $283 | |
| 9. MONSTER BEVERAGE CORP | 2018-09-04 | 2019-02-06 | $516 | $520 | -$4 | -$4 | |
| 6. PROCTER & GAMBLE CO | 2019-01-04 | 2019-02-06 | $587 | $544 | $43 | $43 | |
| 21. PROGRESSIVE CORP OHIO COM | 2017-12-27 | 2019-02-06 | $1,418 | $1,184 | $234 | $234 | |
| 5. SALESFORCE.COM INC | 2017-12-27 | 2019-02-06 | $789 | $513 | $276 | $276 | |
| 12. SCHWAB CHARLES CORP | 2018-06-05 | 2019-02-06 | $552 | $676 | -$124 | -$124 | |
| 74. SELECT SECTOR SPDR CONSUMER DISCRETIONARY | 2017-03-21 | 2019-02-06 | $8,023 | $6,385 | $1,638 | $1,638 | |
| 55. SELECT SECTOR SPDR FINL | 2017-03-21 | 2019-02-06 | $1,431 | $1,299 | $132 | $132 | |
| 21. SELECT SECTOR SPDR INDUSTRIAL ETF | 2017-03-21 | 2019-02-06 | $1,541 | $1,355 | $186 | $186 | |
| 7. AMEX TECHNOLOGY SELECT SPDR | 2017-03-21 | 2019-02-06 | $479 | $369 | $110 | $110 | |
| 10. STARBUCKS CORP | 2016-08-15 | 2019-02-06 | $688 | $554 | $134 | $134 | |
| 13. SUNTRUST BKS INC COM | 2016-10-20 | 2019-02-06 | $763 | $605 | $158 | $158 | |
| 19. TJX CO INC | 2011-11-01 | 2019-02-06 | $924 | $281 | $643 | $643 | |
| 5. THERMO FISHER SCIENTIFIC INC | 2009-02-06 | 2019-02-06 | $1,234 | $200 | $1,034 | $1,034 | |
| 156. VANGUARD VALUE ETF | 2018-02-02 | 2019-02-06 | $16,469 | $17,033 | -$564 | -$564 | |
| 7. VISA INC CL A | 2009-05-27 | 2019-02-06 | $990 | $118 | $872 | $872 | |
| 5. CHECK POINT SOFTWARE TECH LTD ORD | 2019-01-04 | 2019-02-06 | $579 | $528 | $51 | $51 | |
| 27.939 OAKMARK INTL INSTL FD #2886 | 2018-02-02 | 2019-02-07 | $611 | $838 | -$227 | -$227 | |
| 33.282 JANUS HENDERSON ENTERPRISE CL I FD #102 | 2016-04-21 | 2019-02-07 | $4,106 | $2,988 | $1,118 | $1,118 | |
| 131.522 JPMORGAN US SMALL COMPANY CL L FD #1384 | 2017-01-31 | 2019-02-07 | $2,145 | $2,394 | -$249 | -$249 | |
| 7.251 OPPENHEIMER INTL GROWTH CL I FD #1961 | 2018-02-02 | 2019-02-07 | $269 | $326 | -$57 | -$57 | |
| 32.283 BOSTON PARTNERS ALL-CAP VALUE INSTL FD #7007 | 2014-02-11 | 2019-02-07 | $775 | $665 | $110 | $110 | |
| 5. ADOBE SYS INC | 2017-10-20 | 2019-04-22 | $1,359 | $876 | $483 | $483 | |
| 5. ANALOG DEVICES INC | 2017-10-20 | 2019-04-22 | $568 | $447 | $121 | $121 | |
| 8. APPLE COMPUTER INC | 2008-10-23 | 2019-04-22 | $1,637 | $111 | $1,526 | $1,526 | |
| 1. BERKSHIRE HATHAWAY INC CL B | 2019-01-04 | 2019-04-22 | $210 | $196 | $14 | $14 | |
| 14. BERKSHIRE HATHAWAY INC CL B | 2015-02-20 | 2019-04-22 | $2,933 | $2,075 | $858 | $858 | |
| 5. BLACKROCK INC | 2015-09-14 | 2019-04-22 | $2,321 | $1,506 | $815 | $815 | |
| 5. EXXON MOBIL CORP | 2019-01-04 | 2019-04-22 | $415 | $356 | $59 | $59 | |
| 36. EXXON MOBIL CORP | 2016-04-25 | 2019-04-22 | $2,986 | $2,785 | $201 | $201 | |
| 8. STARBUCKS CORP | 2016-08-15 | 2019-04-22 | $603 | $443 | $160 | $160 | |
| 24. TJX CO INC | 2011-11-01 | 2019-04-22 | $1,305 | $355 | $950 | $950 | |
| 5. VISA INC CL A | 2009-05-27 | 2019-04-22 | $802 | $84 | $718 | $718 | |
| 7. AON PLC CL A | 2016-08-15 | 2019-04-22 | $1,223 | $767 | $456 | $456 | |
| 5. SALESFORCE.COM INC | 2018-06-05 | 2019-06-12 | $755 | $640 | $115 | $115 | |
| 9. SCHWAB CHARLES CORP | 2018-06-05 | 2019-06-12 | $379 | $507 | -$128 | -$128 | |
| 10. STARBUCKS CORP | 2016-08-15 | 2019-06-12 | $828 | $554 | $274 | $274 | |
| 5. SUNTRUST BKS INC COM | 2016-10-20 | 2019-06-12 | $319 | $233 | $86 | $86 | |
| 14. SELECT SECTOR SPDR MATERIALS ETF | 2017-03-21 | 2019-06-21 | $808 | $726 | $82 | $82 | |
| 44. SELECT SECTOR SPDR HLTH CARE ETF | 2017-03-21 | 2019-06-21 | $4,126 | $3,275 | $851 | $851 | |
| 40. SELECT SECTOR SPDR CONSUMER STAPLES | 2017-03-21 | 2019-06-21 | $2,350 | $2,205 | $145 | $145 | |
| 30. SELECT SECTOR SPDR CONSUMER DISCRETIONARY | 2017-03-21 | 2019-06-21 | $3,586 | $2,589 | $997 | $997 | |
| 18. SELECT SECTOR SPDR ENERGY | 2017-03-21 | 2019-06-21 | $1,142 | $1,249 | -$107 | -$107 | |
| 128. SELECT SECTOR SPDR FINL | 2017-03-21 | 2019-06-21 | $3,483 | $3,023 | $460 | $460 | |
| 39. SELECT SECTOR SPDR INDUSTRIAL ETF | 2017-03-21 | 2019-06-21 | $3,008 | $2,517 | $491 | $491 | |
| 82. AMEX TECHNOLOGY SELECT SPDR | 2017-03-21 | 2019-06-21 | $6,428 | $4,327 | $2,101 | $2,101 | |
| 79. COMMUNICATION SVCS SELECT SECTOR SPDR FD ETF | 2018-10-03 | 2019-06-21 | $3,894 | $3,872 | $22 | $22 | |
| 25. REAL ESTATE SELECT SECTOR SPDR FD ETF | 2017-03-21 | 2019-06-21 | $943 | $780 | $163 | $163 | |
| 15000. CAPITAL ONE BK, GLEN ALLEN VA CTF DEP 1.25% 09/03/2019 | 2016-08-25 | 2019-09-03 | $15,000 | $15,000 | |||
| 38. VANGUARD VALUE ETF | 2019-01-04 | 2019-09-20 | $4,260 | $3,765 | $495 | $495 | |
| 164. VANGUARD VALUE ETF | 2018-02-02 | 2019-09-20 | $18,385 | $13,465 | $4,920 | $4,920 | |
| 6. BIOGEN INC | 2018-09-04 | 2019-10-10 | $1,339 | $2,078 | -$739 | -$739 | |
| 1. BIOGEN INC | 2019-01-04 | 2019-10-10 | $223 | $318 | -$95 | -$95 | |
| 2. CELGENE CORP | 2019-01-04 | 2019-10-10 | $200 | $170 | $30 | $30 | |
| 23. CELGENE CORP | 2017-05-11 | 2019-10-10 | $2,294 | $2,743 | -$449 | -$449 | |
| 5. EDWARDS LIFESCIENCES CORP | 2016-01-28 | 2019-10-10 | $1,131 | $380 | $751 | $751 | |
| 13. FACEBOOK INC CL A | 2016-04-25 | 2019-10-10 | $2,341 | $1,428 | $913 | $913 | |
| 5. NORTHROP GRUMMAN CORP | 2016-01-11 | 2019-10-10 | $1,845 | $943 | $902 | $902 | |
| 1. REGENERON PHARMACEUTICALS INC | 2019-01-04 | 2019-10-10 | $299 | $399 | -$100 | -$100 | |
| 4. REGENERON PHARMACEUTICALS INC | 2018-09-04 | 2019-10-10 | $1,195 | $1,612 | -$417 | -$417 | |
| 7. STRYKER CORP | 2015-10-21 | 2019-10-10 | $1,480 | $699 | $781 | $781 | |
| 637.963 FEDERATED CLOVER SMALL VALUE CL IS FD #659 | 2016-08-16 | 2019-12-26 | $13,346 | $13,642 | -$296 | -$296 | |
| 246.443 FEDERATED CLOVER SMALL VALUE CL IS FD #659 | 2019-02-07 | 2019-12-26 | $5,156 | $4,658 | $498 | $498 | |
| CAPITAL GAIN DIVIDENDS | $5,831 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $32,954 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $57,669 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,019,377 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056573 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $55,287 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $994,719 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.055581 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $57,496 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $940,553 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.06113 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $48,033 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,000,210 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048023 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $57,923 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,014,428 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.057099 | DistributionYr5Rt |
| Total Distribution | 0.278406 | TotalDistributionRt |
| Average Distribution | 0.055681 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,032,444 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $57,488 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $497 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $57,985 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $52,439 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $993 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $993 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $993 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,509 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,509 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $516 | OverpaymentAmt |
| Applied To ES Tax | $516 | 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 | $11,936 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,048,167 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,048,167 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,048,167 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,723 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,032,444 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $51,622 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $51,622 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $993 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $993 | TotalTaxAmt |
| Distributable Before Adj | $50,629 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $50,629 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $50,629 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $52,439 | 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 | $52,439 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $52,439 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $50,629 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,536 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $11,358 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $7,524 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $8,207 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $29,625 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $52,439 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $50,629 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,810 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $31,435 | 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 | $2,536 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $28,899 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $11,358 | ExcessFromYear3Amt |
| Excess From Year2 | $7,524 | ExcessFromYear2Amt |
| Excess From Year1 | $8,207 | ExcessFromYear1Amt |
| Excess From Current Year | $1,810 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| INDIANA UNIVERSITY | ||||||||
| BURSAR OFFICE-FRANKLIN HALL 011 | 601 E KIRKWOOD AVE | BLOOMINGTON | IN | 474051233 | NONE | PC | SCHOLARSHIPS | $24,000 |
| IU OFFICE OF THE BURSAR | ||||||||
| POPLARS BUILDING W101 | 400 E SEVENTH ST | BLOOMINGTON | IN | 47408 | NONE | PC | SCHOLARSHIPS | $3,000 |
| INDIANA UNIVERSITY SOUTHEAST | ||||||||
| 4201 GRANT LINE RD | NEW ALBANY | IN | 47150 | NONE | PC | SCHOLARSHIPS | $3,000 | |
| PURDUE UNIVERSITY | ||||||||
| BURSAR OFFICE-OUTSIDE AWARDS | 1060 HOVDE HALL OF ADMIN | W LAFAYETTE | IN | 479071060 | NONE | PC | SCHOLARSHIPS | $5,875 |
| IUPUI | ||||||||
| OFFICE OF THE BURSAR | PO BOX 66144 | INDIANAPOLIS | IN | 462666144 | NONE | PC | SCHOLARSHIPS | $6,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $41,875 | 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 | $19,321 | 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 | $32,954 | 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 | $52,275 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $52,275 | 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 Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $3 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - PRINCIPAL | $1,040 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $233 | $233 | $0 |
Comments