MICHAEL P & LORENA K SCHMITT TRUST FOR GOOD SAMARITAN HOME: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MICHAEL P & LORENA K SCHMITT TRUST FOR GOOD SAMARITAN HOME (EIN 35-6396176)
- Tax period
- 2019-10-01 to 2020-09-30
- Filed
- 2020-12-22
- IRS object ID
- 202043579349100109
- 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 | 2020-12-22T15:00:09-06:00 | ReturnTs |
| Tax Period End | 2020-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010604131 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUST PROCESSING SOLUTIONS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 894 | AddressLine1Txt |
| City | MILFORD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 451500894 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 356396176 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHMITT FBO GOOD SAMARITAN XXX-XX-XXXX | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCHM | BusinessNameControlTxt |
| Phone | 8124641584 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 207 | AddressLine1Txt |
| City | EVANSVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 477020207 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | OLD NATIONAL WEALTH MANAGEMENT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8124641584 | PhoneNum |
| Signature | 2020-12-15 | 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 | 2020-12-15 | 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 | 40638993060626DD3EB6A9393E441231B2B53785 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7FA55B8F36E53E9157D83717A6DD76288A60D3E3 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $160,168 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $2,307 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,307 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,769 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $24,956 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,769 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $8,076 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,076 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,953 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $388 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,565 | 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 | $706 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $35 | 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 | $3,659 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $423 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,565 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,859 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $423 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,765 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$783 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,653 | 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 | $130,488 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $129,704 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $160,168 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $130,488 | TotalAssetsBOYAmt |
| Total Assets EOY | $129,704 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $160,168 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $130,488 | CapitalStockBOYAmt |
| Capital Stock EOY | $129,704 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $130,488 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $129,704 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $130,488 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $129,704 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $130,488 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$783 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $129,705 | SubtotalAmt |
| Other Decreases | $1 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $129,704 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (37 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 4.464 INVESCO OPPENHEIMER INTL GROWTH CL R6 FD #7063 | 2018-01-29 | 2019-11-20 | $190 | $206 | -$16 | -$16 | |
| 3.444 DRIEHAUS EMERGING MKTS GROWTH INSTL FD #23 | 2018-01-29 | 2019-11-20 | $130 | $147 | -$17 | -$17 | |
| 40.948 FEDERATED HERMES CLOVER SMALL VALUE IS FD #659 | 2019-05-23 | 2019-11-20 | $819 | $770 | $49 | $49 | |
| 82.242 FEDERATED HERMES CLOVER SMALL VALUE IS FD #659 | 2016-08-09 | 2019-11-20 | $1,645 | $1,773 | -$128 | -$128 | |
| 9.12 OAKMARK INTL INSTL FD #2886 | 2018-01-29 | 2019-11-20 | $225 | $282 | -$57 | -$57 | |
| 6.509 CLEARBRIDGE LARGE CAP VALUE CL I FD #3 | 2012-11-30 | 2019-11-20 | $225 | $131 | $94 | $94 | |
| 9.141 PIONEER FUNDAMENTAL GROWTH CL Y FD #740 | 2019-09-18 | 2019-11-20 | $250 | $242 | $8 | $8 | |
| 3.155 BOSTON PARTNERS ALL-CAP VALUE INSTL FD #7007 | 2014-01-27 | 2019-11-20 | $85 | $64 | $21 | $21 | |
| .375 ROWE T PRICE BLUE CHIP GROWTH | 2009-07-14 | 2019-11-20 | $45 | $10 | $35 | $35 | |
| 4.209 INVESCO OPPENHEIMER INTL GROWTH CL R6 FD #7063 | 2018-01-29 | 2020-01-23 | $190 | $194 | -$4 | -$4 | |
| 6.856 CARILLON EAGLE SMALL CAP GROWTH CL I FD #3933 | 2016-08-09 | 2020-01-23 | $375 | $317 | $58 | $58 | |
| 2.871 DELAWARE VALUE INSTL FD #459 | 2018-09-10 | 2020-01-23 | $65 | $66 | -$1 | -$1 | |
| 3.761 DRIEHAUS EMERGING MKTS GROWTH INSTL FD #23 | 2018-01-29 | 2020-01-23 | $150 | $161 | -$11 | -$11 | |
| 1.014 JANUS HENDERSON ENTERPRISE CL I FD #102 | 2016-04-21 | 2020-01-23 | $150 | $91 | $59 | $59 | |
| 36.511 JPMORGAN US SMALL COMPANY CL L FD #1384 | 2017-06-06 | 2020-01-23 | $655 | $611 | $44 | $44 | |
| 5.214 BOSTON PARTNERS SMALL CAP VALUE II INSTL FD #77 | 2019-11-20 | 2020-01-23 | $135 | $133 | $2 | $2 | |
| 196.399 VANGUARD INTERMEDIATE TERM BOND INDEX ADM FD #5314 | 2018-09-10 | 2020-01-23 | $2,345 | $2,161 | $184 | $184 | |
| 6.846 INVESCO OPPENHEIMER INTL GROWTH CL R6 FD #7063 | 2018-01-29 | 2020-06-24 | $290 | $294 | -$4 | -$4 | |
| 11.098 CARILLON EAGLE SMALL CAP GROWTH CL I FD #3933 | 2019-01-24 | 2020-06-24 | $565 | $542 | $23 | $23 | |
| 11.035 DRIEHAUS EMERGING MKTS GROWTH INSTL FD #23 | 2018-01-29 | 2020-06-24 | $420 | $472 | -$52 | -$52 | |
| 9.165 JPMORGAN US SMALL COMPANY CL L FD #1384 | 2016-08-09 | 2020-06-24 | $135 | $150 | -$15 | -$15 | |
| 66.02 PIMCO MODERATE DURATION INSTL FUND #120 | 2010-05-12 | 2020-06-24 | $715 | $712 | $3 | $3 | |
| 29.24 BOSTON PARTNERS ALL-CAP VALUE INSTL FD #7007 | 2019-01-24 | 2020-06-24 | $650 | $680 | -$30 | -$30 | |
| 2.989 BOSTON PARTNERS SMALL CAP VALUE II INSTL FD #77 | 2019-11-20 | 2020-06-24 | $55 | $76 | -$21 | -$21 | |
| 8.604 ROWE T PRICE BLUE CHIP GROWTH | 2019-01-24 | 2020-06-24 | $1,175 | $818 | $357 | $357 | |
| 373.211 VANGUARD INTERMEDIATE TERM BOND INDEX ADM FD #5314 | 2019-05-23 | 2020-06-24 | $4,695 | $4,266 | $429 | $429 | |
| 8.807 VICTORY SYCAMORE ESTABLISHED VALUE CL I FD #203 | 2019-01-24 | 2020-06-24 | $290 | $311 | -$21 | -$21 | |
| 5.276 INVESCO OPPENHEIMER INTL GROWTH CL R6 FD #7063 | 2017-06-06 | 2020-08-24 | $246 | $216 | $30 | $30 | |
| .104 CARILLON EAGLE SMALL CAP GROWTH CL I FD #3933 | 2019-01-24 | 2020-08-24 | $6 | $5 | $1 | $1 | |
| 11.233 DELAWARE VALUE INSTL FD #459 | 2018-09-10 | 2020-08-24 | $221 | $257 | -$36 | -$36 | |
| 7.579 DRIEHAUS EMERGING MKTS GROWTH INSTL FD #23 | 2018-09-10 | 2020-08-24 | $328 | $305 | $23 | $23 | |
| 3.353 OAKMARK INTL INSTL FD #2886 | 2018-01-29 | 2020-08-24 | $70 | $96 | -$26 | -$26 | |
| 23.359 CLEARBRIDGE LARGE CAP VALUE CL I FD #3 | 2019-01-24 | 2020-08-24 | $746 | $693 | $53 | $53 | |
| 55.415 PIONEER FUNDAMENTAL GROWTH CL Y FD #740 | 2020-06-24 | 2020-08-24 | $1,737 | $1,536 | $201 | $201 | |
| 4.778 BOSTON PARTNERS ALL-CAP VALUE INSTL FD #7007 | 2014-01-27 | 2020-08-24 | $117 | $97 | $20 | $20 | |
| 11.425 ROWE T PRICE BLUE CHIP GROWTH | 2009-07-14 | 2020-08-24 | $1,779 | $302 | $1,477 | $1,477 | |
| CAPITAL GAIN DIVIDENDS | $3,037 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,769 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $8,766 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $151,766 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05776 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $14,115 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $117,094 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.120544 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $5,356 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $76,735 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.069799 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,867 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $70,917 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.026327 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,133 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $76,808 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.053809 | DistributionYr5Rt |
| Total Distribution | 0.328239 | TotalDistributionRt |
| Average Distribution | 0.065648 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $154,279 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $10,128 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $77 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $10,205 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $7,765 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $153 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $153 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $153 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $350 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $350 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $197 | OverpaymentAmt |
| Applied To ES Tax | $156 | AppliedToESTaxAmt |
| Refund | $41 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OLD NATIONAL WEALTH MANAGEMENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8124641584 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 207 | AddressLine1Txt |
| City | EVANSVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47702 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | OLD NATIONAL WEALTH MANAGEMENT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 207 | AddressLine1Txt |
| City | EVANSVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47702 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $1,953 | 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 | $156,628 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $156,628 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $156,628 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,349 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $154,279 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,714 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,714 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $153 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $153 | TotalTaxAmt |
| Distributable Before Adj | $7,561 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,561 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,561 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,765 | 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 | $7,765 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $7,765 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,561 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $390 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,577 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $8,552 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,499 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $12,018 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,765 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,561 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $204 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $12,222 | 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 | $390 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $11,832 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $1,577 | ExcessFromYear3Amt |
| Excess From Year2 | $8,552 | ExcessFromYear2Amt |
| Excess From Year1 | $1,499 | ExcessFromYear1Amt |
| Excess From Current Year | $204 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOOD SAMARITAN HOME | BusinessNameLine1Txt |
| Business Name Line2 | ATTN JESSICA WEST | BusinessNameLine2Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 N BOEKE RD | AddressLine1Txt |
| City | EVANSVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47711 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | PROGRAM SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $5,200 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,200 | 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 | $2,307 | 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 | $5,769 | 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 | $8,076 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,076 | 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 | $1 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $321 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $350 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $35 | $35 | $0 |