MICHAEL P & LORENA K SCHMITT TRUST FOR GOOD SAMARITAN HOME: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MICHAEL P & LORENA K SCHMITT TRUST FOR GOOD SAMARITAN HOME (EIN 35-6396176)
- Tax period
- 2024-10-01 to 2025-09-30
- Filed
- 2025-11-26
- IRS object ID
- 202503309349100500
- Schema version
- 2024v5.2
- 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 | 2025-11-26T07:01:34-06:00 | ReturnTs |
| Tax Period End | 2025-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 RUSH ALLEY SUITE 800 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 432153932 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-10-01 | 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 | 8008300362 | 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 MGMT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8008300362 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLY NEUGEBAUER | PreparerPersonNm |
| PTIN | P01285591 | PTIN |
| Phone | 6142211000 | PhoneNum |
| Preparation | 2025-11-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $205,522 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $4,324 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,324 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,801 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $43,990 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,801 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $5 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $11,130 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,125 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,688 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $612 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,076 | 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 | $28 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $28 | 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 | $3,716 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $640 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,076 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $17,557 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $17,557 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $21,273 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $640 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $20,633 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$10,143 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,485 | 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 | $168,287 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $158,147 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $205,522 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $168,287 | TotalAssetsBOYAmt |
| Total Assets EOY | $158,147 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $205,522 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $168,287 | CapitalStockBOYAmt |
| Capital Stock EOY | $158,147 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $168,287 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $158,147 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $168,287 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $158,147 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $168,287 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$10,143 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3 | OtherIncreasesAmt |
| Subtotal | $158,147 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $158,147 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (120 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 8.27 CAUSEWAY INTERNATIONAL VALUE FUND INS #1271 | 2024-09-16 | 2024-10-07 | $179 | $170 | $9 | $9 | |
| 3.583 DRIEHAUS EMERGING MARKETS GROWTH FUND - INST #23 | 2022-02-23 | 2024-10-07 | $144 | $139 | $5 | $5 | |
| 1.252 JANUS HENDERSON ENTERPRISE FUND N SHARES #1450 | 2020-06-24 | 2024-10-07 | $189 | $165 | $24 | $24 | |
| 8.923 NYLI PINESTONE INTERNATIONAL EQUITY FUND - R6 | 2024-09-16 | 2024-10-07 | $156 | $156 | |||
| 5.701 OBERWEIS SMALL-CAP OPPORTUNITIES FUND - INSTL #10 | 2024-09-16 | 2024-10-07 | $154 | $151 | $3 | $3 | |
| 11.855 PUTNAM LARGE CAP VALUE FUND CLASS R6 #8810 | 2024-01-25 | 2024-10-07 | $439 | $371 | $68 | $68 | |
| 1.607 JP MORGAN UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND - R6 #3467 | 2023-08-02 | 2024-10-07 | $140 | $132 | $8 | $8 | |
| 5.678 VANGUARD FTSE ALL WORLD EX-U.S. INDEX FUND - ADM #570 | 2022-10-25 | 2024-10-07 | $221 | $161 | $60 | $60 | |
| 2.461 VANGUARD GROWTH INDEX FUND ADM #509 | 2023-01-24 | 2024-10-07 | $480 | $292 | $188 | $188 | |
| 3.265 VANGUARD INDEX TR VANGUARD 500 ADMIRAL FUND #540 | 2023-05-23 | 2024-10-07 | $1,717 | $1,252 | $465 | $465 | |
| 3.461 VICTORY SYCAMORE ESTABLISHED VALUE FUND CLASS I #203 | 2022-10-25 | 2024-10-07 | $180 | $159 | $21 | $21 | |
| .325 JANUS HENDERSON ENTERPRISE FUND N SHARES #1450 | 2020-06-24 | 2024-11-04 | $49 | $43 | $6 | $6 | |
| 3.912 OBERWEIS SMALL-CAP OPPORTUNITIES FUND - INSTL #10 | 2024-09-16 | 2024-11-04 | $103 | $99 | $4 | $4 | |
| 14.988 PIMCO MODERTATE DURATION FUND CLASS I #120 | 2013-06-04 | 2024-11-04 | $138 | $161 | -$23 | -$23 | |
| 4.019 PUTNAM LARGE CAP VALUE FUND CLASS R6 #8810 | 2024-01-25 | 2024-11-04 | $148 | $126 | $22 | $22 | |
| 1.059 JP MORGAN UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND - R6 #3467 | 2023-08-02 | 2024-11-04 | $93 | $87 | $6 | $6 | |
| 138.806 VANGUARD INTER TERM BD IDX ADM #5314 | 2020-11-24 | 2024-11-04 | $1,424 | $1,753 | -$329 | -$329 | |
| 3.139 VANGUARD GROWTH INDEX FUND ADM #509 | 2023-01-24 | 2024-11-04 | $622 | $372 | $250 | $250 | |
| 2.311 VANGUARD INDEX TR VANGUARD 500 ADMIRAL FUND #540 | 2023-05-23 | 2024-11-04 | $1,219 | $886 | $333 | $333 | |
| .446 VICTORY SYCAMORE ESTABLISHED VALUE FUND CLASS I #203 | 2022-10-25 | 2024-11-04 | $23 | $20 | $3 | $3 | |
| 5.141 JANUS HENDERSON ENTERPRISE FUND N SHARES #1450 | 2023-01-24 | 2025-01-15 | $751 | $677 | $74 | $74 | |
| .401 OBERWEIS SMALL-CAP OPPORTUNITIES FUND - INSTL #10 | 2024-01-25 | 2025-01-15 | $11 | $9 | $2 | $2 | |
| 121.964 VANGUARD SHORT TERM BOND INDEX ADM #5132 | 2021-06-23 | 2025-01-15 | $1,234 | $1,320 | -$86 | -$86 | |
| 1.221 VANGUARD INDEX TR VANGUARD 500 ADMIRAL FUND #540 | 2023-05-23 | 2025-01-15 | $671 | $468 | $203 | $203 | |
| 1.984 VICTORY SYCAMORE ESTABLISHED VALUE FUND CLASS I #203 | 2022-10-25 | 2025-01-15 | $93 | $91 | $2 | $2 | |
| 104.854 CAUSEWAY INTERNATIONAL VALUE FUND INS #1271 | 2024-11-04 | 2025-04-21 | $2,072 | $2,156 | -$84 | -$84 | |
| 5.166 DRIEHAUS EMERGING MARKETS GROWTH FUND - INST #23 | 2022-02-23 | 2025-04-21 | $184 | $200 | -$16 | -$16 | |
| 12.233 NYLI PINESTONE INTERNATIONAL EQUITY FUND - R6 | 2024-06-13 | 2025-04-21 | $196 | $212 | -$16 | -$16 | |
| 117.732 PIMCO MODERTATE DURATION FUND CLASS I #120 | 2014-09-17 | 2025-04-21 | $1,091 | $1,253 | -$162 | -$162 | |
| 3.8 PUTNAM LARGE CAP VALUE FUND CLASS R6 #8810 | 2024-01-25 | 2025-04-21 | $123 | $119 | $4 | $4 | |
| 159.216 VANGUARD SHORT TERM BOND INDEX ADM #5132 | 2021-10-20 | 2025-04-21 | $1,630 | $1,695 | -$65 | -$65 | |
| 18.234 VANGUARD FTSE ALL WORLD EX-U.S. INDEX FUND - ADM #570 | 2025-01-15 | 2025-04-21 | $677 | $668 | $9 | $9 | |
| 193.486 VANGUARD FTSE ALL WORLD EX-U.S. INDEX FUND - ADM #570 | 2024-01-25 | 2025-04-21 | $7,182 | $5,584 | $1,598 | $1,598 | |
| 87.761 VANGUARD INTER TERM BD IDX ADM #5314 | 2020-11-24 | 2025-04-21 | $898 | $1,108 | -$210 | -$210 | |
| 1.368 VANGUARD INDEX TR VANGUARD 500 ADMIRAL FUND #540 | 2023-05-23 | 2025-04-21 | $651 | $524 | $127 | $127 | |
| 6.757 CAUSEWAY INTERNATIONAL VALUE FUND INS #1271 | 2024-06-13 | 2025-06-25 | $149 | $139 | $10 | $10 | |
| 7.987 DFA INTERNATIONAL CORE EQUITY 2 PORTFOLIO #5306 | 2025-04-21 | 2025-06-25 | $146 | $132 | $14 | $14 | |
| 3.922 DRIEHAUS EMERGING MARKETS GROWTH FUND - INST #23 | 2022-02-23 | 2025-06-25 | $162 | $152 | $10 | $10 | |
| 10.537 JANUS HENDERSON ENTERPRISE FUND N SHARES #1450 | 2024-06-13 | 2025-06-25 | $1,544 | $1,387 | $157 | $157 | |
| 5.159 NYLI PINESTONE INTERNATIONAL EQUITY FUND - R6 | 2024-06-13 | 2025-06-25 | $90 | $89 | $1 | $1 | |
| 56.13 OBERWEIS SMALL-CAP OPPORTUNITIES FUND - INSTL #10 | 2024-01-25 | 2025-06-25 | $1,466 | $1,274 | $192 | $192 | |
| 2.642 PUTNAM LARGE CAP VALUE FUND CLASS R6 #8810 | 2024-01-25 | 2025-06-25 | $96 | $83 | $13 | $13 | |
| 12.551 JP MORGAN UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND - R6 #346 | 2023-08-02 | 2025-06-25 | $1,015 | $1,033 | -$18 | -$18 | |
| 2.925 VANGUARD INDEX TR VANGUARD 500 ADMIRAL FUND #540 | 2024-06-13 | 2025-06-25 | $1,649 | $1,471 | $178 | $178 | |
| 28.425 VICTORY SYCAMORE ESTABLISHED VALUE FUND CLASS I #203 | 2023-10-19 | 2025-06-25 | $1,276 | $1,243 | $33 | $33 | |
| 13.007 CAUSEWAY INTERNATIONAL VALUE FUND INS #1271 | 2024-06-13 | 2025-07-07 | $292 | $267 | $25 | $25 | |
| 36.336 DFA INTERNATIONAL CORE EQUITY 2 PORTFOLIO #5306 | 2025-04-21 | 2025-07-07 | $667 | $600 | $67 | $67 | |
| 7.188 DRIEHAUS EMERGING MARKETS GROWTH FUND - INST #23 | 2022-02-23 | 2025-07-07 | $298 | $279 | $19 | $19 | |
| 2. FRANKLIN TEMPLETON ETF TR FRANKLIN INDIA | 2025-04-21 | 2025-07-07 | $79 | $76 | $3 | $3 | |
| 1.514 JANUS HENDERSON ENTERPRISE FUND N SHARES #1450 | 2023-10-19 | 2025-07-07 | $227 | $195 | $32 | $32 | |
| 18.713 NYLI PINESTONE INTERNATIONAL EQUITY FUND - R6 | 2024-06-13 | 2025-07-07 | $330 | $324 | $6 | $6 | |
| 9.46 OBERWEIS SMALL-CAP OPPORTUNITIES FUND - INSTL #10 | 2024-01-25 | 2025-07-07 | $252 | $215 | $37 | $37 | |
| 17.257 PIMCO MODERTATE DURATION FUND CLASS I #120 | 2014-01-27 | 2025-07-07 | $161 | $183 | -$22 | -$22 | |
| 24.82 PUTNAM LARGE CAP VALUE FUND CLASS R6 #8810 | 2024-01-25 | 2025-07-07 | $927 | $776 | $151 | $151 | |
| 2.716 JP MORGAN UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND - R6 #3467 | 2023-08-02 | 2025-07-07 | $230 | $223 | $7 | $7 | |
| 23.24 VANGUARD SHORT TERM BOND INDEX ADM #5132 | 2020-01-23 | 2025-07-07 | $238 | $246 | -$8 | -$8 | |
| 13.23 VANGUARD INTER TERM BD IDX ADM #5314 | 2020-11-24 | 2025-07-07 | $137 | $167 | -$30 | -$30 | |
| 6.243 VANGUARD GROWTH INDEX FUND ADM #509 | 2023-01-24 | 2025-07-07 | $1,410 | $741 | $669 | $669 | |
| 6.116 VANGUARD INDEX TR VANGUARD 500 ADMIRAL FUND #540 | 2024-06-13 | 2025-07-07 | $3,517 | $2,953 | $564 | $564 | |
| 5.057 VICTORY SYCAMORE ESTABLISHED VALUE FUND CLASS I #203 | 2016-04-21 | 2025-07-07 | $235 | $162 | $73 | $73 | |
| CAPITAL GAIN DIVIDENDS | $2,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,115 | P | |||||
| CAPITAL GAIN DIVIDENDS | $2,115 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,801 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $146 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $146 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $146 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $148 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $148 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2 | OverpaymentAmt |
| Applied To ES Tax | $2 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OLD NATIONAL WEALTH MANAGEMENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8124641584 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 207 | AddressLine1Txt |
| City | EVANSVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47702 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | OLD NATIONAL WEALTH MANAGEMENT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 207 | AddressLine1Txt |
| City | EVANSVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47702 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $2,688 | 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 | $199,271 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $199,271 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $199,271 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,989 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $196,282 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,814 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,814 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $146 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $146 | TotalTaxAmt |
| Distributable Before Adj | $9,668 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $9,668 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $9,668 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $20,633 | 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 | $20,633 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,668 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,314 | 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 | $20,633 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,314 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,668 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,651 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,651 | 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 | $6,651 | 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 | $6,651 | 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 |
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 | $17,557 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $17,557 | 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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,324 | 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 Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,801 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $5 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $11,130 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,130 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,000 | Amt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $3 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON QUALIFIED FOR | $24 | $24 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $4 | $4 | $0 |