MICHAEL P & LORENA K SCHMITT FBO EVANSVILLE PROTESTANT HOME: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MICHAEL P & LORENA K SCHMITT FBO EVANSVILLE PROTESTANT HOME (EIN 35-6396177)
- Tax period
- 2024-10-01 to 2025-09-30
- Filed
- 2025-11-26
- IRS object ID
- 202503309349100600
- 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 | 356396177 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHMITT FBO EVILLE PROTESTANT HOME 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 | $160,292 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $3,357 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,357 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,146 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $33,138 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,146 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $20 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $8,523 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,503 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,089 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $476 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,613 | 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 | $21 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $21 | 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 | $3,110 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $497 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,613 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,801 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,801 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $15,911 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $497 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $15,414 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,388 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,006 | 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 | $130,581 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $123,188 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $160,292 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $130,581 | TotalAssetsBOYAmt |
| Total Assets EOY | $123,188 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $160,292 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $130,581 | CapitalStockBOYAmt |
| Capital Stock EOY | $123,188 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $130,581 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $123,188 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $130,581 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $123,188 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $130,581 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,388 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $123,193 | SubtotalAmt |
| Other Decreases | $5 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $123,188 | 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 |
|---|---|---|---|---|---|---|---|
| 6.202 CAUSEWAY INTERNATIONAL VALUE FUND INS #1271 | 2024-09-16 | 2024-10-07 | $134 | $127 | $7 | $7 | |
| 2.687 DRIEHAUS EMERGING MARKETS GROWTH FUND - INST #23 | 2022-02-23 | 2024-10-07 | $108 | $104 | $4 | $4 | |
| .939 JANUS HENDERSON ENTERPRISE FUND N SHARES #1450 | 2020-06-24 | 2024-10-07 | $142 | $124 | $18 | $18 | |
| 6.691 NYLI PINESTONE INTERNATIONAL EQUITY FUND - R6 | 2024-09-16 | 2024-10-07 | $117 | $117 | |||
| 4.277 OBERWEIS SMALL-CAP OPPORTUNITIES FUND - INSTL #10 | 2024-09-16 | 2024-10-07 | $116 | $113 | $3 | $3 | |
| 8.892 PUTNAM LARGE CAP VALUE FUND CLASS R6 #8810 | 2024-01-25 | 2024-10-07 | $330 | $278 | $52 | $52 | |
| 1.206 JP MORGAN UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND - R6 #3467 | 2023-08-02 | 2024-10-07 | $105 | $99 | $6 | $6 | |
| 4.257 VANGUARD FTSE ALL WORLD EX-U.S. INDEX FUND - ADM #570 | 2022-10-25 | 2024-10-07 | $166 | $121 | $45 | $45 | |
| 1.845 VANGUARD GROWTH INDEX FUND ADM #509 | 2023-01-24 | 2024-10-07 | $360 | $219 | $141 | $141 | |
| 2.449 VANGUARD INDEX TR VANGUARD 500 ADMIRAL FUND #540 | 2023-05-23 | 2024-10-07 | $1,288 | $939 | $349 | $349 | |
| 2.595 VICTORY SYCAMORE ESTABLISHED VALUE FUND CLASS I #203 | 2022-10-25 | 2024-10-07 | $135 | $119 | $16 | $16 | |
| .247 JANUS HENDERSON ENTERPRISE FUND N SHARES #1450 | 2020-06-24 | 2024-11-04 | $38 | $33 | $5 | $5 | |
| 3.018 OBERWEIS SMALL-CAP OPPORTUNITIES FUND - INSTL #10 | 2024-09-16 | 2024-11-04 | $79 | $77 | $2 | $2 | |
| 10.079 PIMCO MODERTATE DURATION FUND CLASS I #120 | 2021-02-24 | 2024-11-04 | $93 | $107 | -$14 | -$14 | |
| 3.079 PUTNAM LARGE CAP VALUE FUND CLASS R6 #8810 | 2024-01-25 | 2024-11-04 | $114 | $96 | $18 | $18 | |
| .817 JP MORGAN UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND - R6 #3467 | 2023-08-02 | 2024-11-04 | $72 | $67 | $5 | $5 | |
| 106.738 VANGUARD INTER TERM BD IDX ADM #5314 | 2020-11-24 | 2024-11-04 | $1,095 | $1,348 | -$253 | -$253 | |
| 2.432 VANGUARD GROWTH INDEX FUND ADM #509 | 2023-01-24 | 2024-11-04 | $482 | $288 | $194 | $194 | |
| 1.785 VANGUARD INDEX TR VANGUARD 500 ADMIRAL FUND #540 | 2023-05-23 | 2024-11-04 | $942 | $684 | $258 | $258 | |
| .334 VICTORY SYCAMORE ESTABLISHED VALUE FUND CLASS I #203 | 2022-10-25 | 2024-11-04 | $17 | $15 | $2 | $2 | |
| 4.041 JANUS HENDERSON ENTERPRISE FUND N SHARES #1450 | 2023-01-24 | 2025-01-15 | $590 | $532 | $58 | $58 | |
| .534 OBERWEIS SMALL-CAP OPPORTUNITIES FUND - INSTL #10 | 2024-01-25 | 2025-01-15 | $14 | $12 | $2 | $2 | |
| 97.609 VANGUARD SHORT TERM BOND INDEX ADM #5132 | 2021-06-23 | 2025-01-15 | $988 | $1,056 | -$68 | -$68 | |
| 1.075 VANGUARD INDEX TR VANGUARD 500 ADMIRAL FUND #540 | 2023-05-23 | 2025-01-15 | $591 | $412 | $179 | $179 | |
| 1.678 VICTORY SYCAMORE ESTABLISHED VALUE FUND CLASS I #203 | 2022-10-25 | 2025-01-15 | $79 | $77 | $2 | $2 | |
| 81.387 CAUSEWAY INTERNATIONAL VALUE FUND INS #1271 | 2024-11-04 | 2025-04-21 | $1,608 | $1,673 | -$65 | -$65 | |
| 4.001 DRIEHAUS EMERGING MARKETS GROWTH FUND - INST #23 | 2022-02-23 | 2025-04-21 | $142 | $155 | -$13 | -$13 | |
| 9.468 NYLI PINESTONE INTERNATIONAL EQUITY FUND - R6 | 2024-06-13 | 2025-04-21 | $152 | $164 | -$12 | -$12 | |
| 91.243 PIMCO MODERTATE DURATION FUND CLASS I #120 | 2021-02-24 | 2025-04-21 | $846 | $963 | -$117 | -$117 | |
| 2.912 PUTNAM LARGE CAP VALUE FUND CLASS R6 #8810 | 2024-01-25 | 2025-04-21 | $94 | $91 | $3 | $3 | |
| 123.378 VANGUARD SHORT TERM BOND INDEX ADM #5132 | 2021-10-20 | 2025-04-21 | $1,263 | $1,313 | -$50 | -$50 | |
| 13.954 VANGUARD FTSE ALL WORLD EX-U.S. INDEX FUND - ADM #570 | 2025-01-15 | 2025-04-21 | $518 | $511 | $7 | $7 | |
| 150.421 VANGUARD FTSE ALL WORLD EX-U.S. INDEX FUND - ADM #570 | 2024-01-26 | 2025-04-21 | $5,584 | $4,341 | $1,243 | $1,243 | |
| 68.019 VANGUARD INTER TERM BD IDX ADM #5314 | 2020-11-24 | 2025-04-21 | $696 | $859 | -$163 | -$163 | |
| 1.05 VANGUARD INDEX TR VANGUARD 500 ADMIRAL FUND #540 | 2023-05-23 | 2025-04-21 | $500 | $402 | $98 | $98 | |
| 5.246 CAUSEWAY INTERNATIONAL VALUE FUND INS #1271 | 2024-06-13 | 2025-06-25 | $116 | $108 | $8 | $8 | |
| 6.201 DFA INTERNATIONAL CORE EQUITY 2 PORTFOLIO #5306 | 2025-04-21 | 2025-06-25 | $113 | $102 | $11 | $11 | |
| 3.044 DRIEHAUS EMERGING MARKETS GROWTH FUND - INST #23 | 2022-02-23 | 2025-06-25 | $126 | $118 | $8 | $8 | |
| 8.181 JANUS HENDERSON ENTERPRISE FUND N SHARES #1450 | 2024-06-13 | 2025-06-25 | $1,199 | $1,077 | $122 | $122 | |
| 4.005 NYLI PINESTONE INTERNATIONAL EQUITY FUND - R6 | 2024-06-13 | 2025-06-25 | $69 | $69 | |||
| 43.583 OBERWEIS SMALL-CAP OPPORTUNITIES FUND - INSTL #10 | 2024-01-25 | 2025-06-25 | $1,138 | $989 | $149 | $149 | |
| 2.051 PUTNAM LARGE CAP VALUE FUND CLASS R6 #8810 | 2024-01-25 | 2025-06-25 | $74 | $64 | $10 | $10 | |
| 9.745 JP MORGAN UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND - R6 #3467 | 2023-08-02 | 2025-06-25 | $788 | $802 | -$14 | -$14 | |
| 2.271 VANGUARD INDEX TR VANGUARD 500 ADMIRAL FUND #540 | 2024-06-13 | 2025-06-25 | $1,281 | $1,142 | $139 | $139 | |
| 22.071 VICTORY SYCAMORE ESTABLISHED VALUE FUND CLASS I #203 | 2023-10-19 | 2025-06-25 | $991 | $962 | $29 | $29 | |
| 9.016 CAUSEWAY INTERNATIONAL VALUE FUND INS #1271 | 2024-06-13 | 2025-07-07 | $203 | $185 | $18 | $18 | |
| 24.258 DFA INTERNATIONAL CORE EQUITY 2 PORTFOLIO #5306 | 2025-04-21 | 2025-07-07 | $445 | $401 | $44 | $44 | |
| 4.987 DRIEHAUS EMERGING MARKETS GROWTH FUND - INST #23 | 2022-02-23 | 2025-07-07 | $207 | $193 | $14 | $14 | |
| 2. FRANKLIN TEMPLETON ETF TR FRANKLIN INDIA | 2025-04-21 | 2025-07-07 | $79 | $76 | $3 | $3 | |
| 1.035 JANUS HENDERSON ENTERPRISE FUND N SHARES #1450 | 2023-10-19 | 2025-07-07 | $155 | $133 | $22 | $22 | |
| 12.985 NYLI PINESTONE INTERNATIONAL EQUITY FUND - R6 | 2024-06-13 | 2025-07-07 | $229 | $225 | $4 | $4 | |
| 6.531 OBERWEIS SMALL-CAP OPPORTUNITIES FUND - INSTL #10 | 2024-01-25 | 2025-07-07 | $174 | $148 | $26 | $26 | |
| 4.277 PIMCO MODERTATE DURATION FUND CLASS I #120 | 2013-09-12 | 2025-07-07 | $40 | $45 | -$5 | -$5 | |
| 17.224 PUTNAM LARGE CAP VALUE FUND CLASS R6 #8810 | 2024-01-25 | 2025-07-07 | $643 | $539 | $104 | $104 | |
| 1.855 JP MORGAN UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND - R6 #3467 | 2023-08-02 | 2025-07-07 | $157 | $153 | $4 | $4 | |
| 5.733 VANGUARD SHORT TERM BOND INDEX ADM #5132 | 2020-01-23 | 2025-07-07 | $59 | $61 | -$2 | -$2 | |
| 3.364 VANGUARD INTER TERM BD IDX ADM #5314 | 2020-11-24 | 2025-07-07 | $35 | $42 | -$7 | -$7 | |
| 4.334 VANGUARD GROWTH INDEX FUND ADM #509 | 2023-01-24 | 2025-07-07 | $979 | $514 | $465 | $465 | |
| 4.243 VANGUARD INDEX TR VANGUARD 500 ADMIRAL FUND #540 | 2024-06-13 | 2025-07-07 | $2,440 | $2,101 | $339 | $339 | |
| 3.352 VICTORY SYCAMORE ESTABLISHED VALUE FUND CLASS I #203 | 2016-04-21 | 2025-07-07 | $155 | $107 | $48 | $48 | |
| CAPITAL GAIN DIVIDENDS | $1,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,645 | P | |||||
| CAPITAL GAIN DIVIDENDS | $1,645 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,146 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $111 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $111 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $111 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $116 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $116 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5 | OverpaymentAmt |
| Applied To ES Tax | $5 | 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 | $2,089 | 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 | $154,877 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $154,877 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $154,877 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,323 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $152,554 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,628 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,628 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $111 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $111 | TotalTaxAmt |
| Distributable Before Adj | $7,517 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,517 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,517 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $15,414 | 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 | $15,414 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,517 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,952 | 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 | $15,414 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,952 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,517 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,945 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,945 | 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 | $4,945 | 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 | $4,945 | 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 | EVANSVILLE PROTESTANT HOME | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3701 WASHINGTON AVE | AddressLine1Txt |
| City | EVANSVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 477140543 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | PROGRAM SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $12,801 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,801 | 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 | $3,357 | 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 | $5,146 | 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 | $20 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $8,523 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,523 | 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 | $5 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON QUALIFIED FOR | $18 | $18 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $3 | $3 | $0 |