GLEMA MAHR CENTER FOR THE ARTS CHARITABLE TR: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- GLEMA MAHR CENTER FOR THE ARTS CHARITABLE TR (EIN 27-6339403)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-24
- IRS object ID
- 202601149349101810
- Schema version
- 2025v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-24T15:01:12-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | 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 | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 276339403 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GLEMA MAHR ARTS CENTER XXX-XX-XXXX | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GLEM | 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 | 2026-04-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLY NEUGEBAUER | PreparerPersonNm |
| PTIN | P01285591 | PTIN |
| Phone | 6142211000 | PhoneNum |
| Preparation | 2026-04-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $1,402,603 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $26,080 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,070 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $114,931 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $401,865 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $114,931 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $141,011 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $141,001 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $13,104 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,984 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $10,121 | 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 | $1,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,984 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $384 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $5 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $16,293 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,368 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,321 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $77,556 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $77,556 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $93,849 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,368 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $88,877 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $47,162 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $137,633 | 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 | $1,020,478 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,067,056 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,402,603 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,020,478 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,067,056 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,402,603 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,020,478 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,067,056 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,020,478 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,067,056 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,020,478 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,067,056 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,020,478 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $47,162 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2 | OtherIncreasesAmt |
| Subtotal | $1,067,642 | SubtotalAmt |
| Other Decreases | $586 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,067,056 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (178 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 73. COMERICA INS | 2023-07-11 | 2025-06-11 | $4,231 | $3,144 | $1,087 | $1,087 | |
| 56. GLOBAL PMTS INC COM | 2023-04-24 | 2025-06-11 | $4,454 | $6,079 | -$1,625 | -$1,625 | |
| 161. AT&T INC | 2022-03-25 | 2025-09-05 | $4,755 | $2,912 | $1,843 | $1,843 | |
| 5. ADOBE SYS INC | 2024-04-19 | 2025-09-05 | $1,746 | $2,325 | -$579 | -$579 | |
| 113. ALLY FINL INC COM | 2023-04-24 | 2025-09-05 | $4,686 | $2,938 | $1,748 | $1,748 | |
| 7. ALPHABET INC CAP STK CL A | 2020-06-23 | 2025-09-05 | $1,641 | $513 | $1,128 | $1,128 | |
| 6. AMAZON COM INC | 2023-04-24 | 2025-09-05 | $1,397 | $637 | $760 | $760 | |
| 5. AMERICAN ELEC PWR INC | 2023-11-28 | 2025-09-05 | $539 | $400 | $139 | $139 | |
| 6. APPLE COMPUTER INC | 2009-01-20 | 2025-09-05 | $1,440 | $17 | $1,423 | $1,423 | |
| 11. BATH & BODY WORKS INC COM | 2023-04-24 | 2025-09-05 | $326 | $395 | -$69 | -$69 | |
| 66. CAPITAL ONE FINL CORP | 2020-05-07 | 2025-09-05 | $14,673 | $4,022 | $10,651 | $10,651 | |
| 5. CARMAX INC COM | 2023-04-24 | 2025-09-05 | $304 | $344 | -$40 | -$40 | |
| 22. CITIGROUP INC COM NEW | 2023-11-28 | 2025-09-05 | $2,104 | $988 | $1,116 | $1,116 | |
| 17.836 DRIEHAUS EMERGING MARKETS GROWTH FUND - INST #23 | 2024-04-19 | 2025-09-05 | $776 | $643 | $133 | $133 | |
| 19. EOG RESOURCES INC | 2023-04-24 | 2025-09-05 | $2,235 | $2,271 | -$36 | -$36 | |
| 17. EDWARDS LIFESCIENCES CORP COM | 2024-11-19 | 2025-09-05 | $1,377 | $1,193 | $184 | $184 | |
| 94. EDWARDS LIFESCIENCES CORP COM | 2023-04-24 | 2025-09-05 | $7,612 | $7,238 | $374 | $374 | |
| 5. EQUIFAX INC | 2023-04-24 | 2025-09-05 | $1,255 | $1,003 | $252 | $252 | |
| 6. FORTINET INC COM | 2024-09-05 | 2025-09-05 | $474 | $455 | $19 | $19 | |
| 53.732 OAKMARK INTERNATIONAL FUND - INST #2886 | 2024-09-05 | 2025-09-05 | $1,665 | $1,442 | $223 | $223 | |
| 1613.366 OAKMARK INTERNATIONAL FUND - INST #2886 | 2024-04-19 | 2025-09-05 | $49,982 | $42,201 | $7,781 | $7,781 | |
| 14. INTEL CORP | 2023-04-24 | 2025-09-05 | $342 | $415 | -$73 | -$73 | |
| 96.063 JANUS HENDERSON ENTERPRISE FUND N SHARES #1450 | 2024-04-19 | 2025-09-05 | $14,660 | $13,271 | $1,389 | $1,389 | |
| 9. KLA TENCOR CORP | 2020-01-08 | 2025-09-05 | $8,084 | $1,594 | $6,490 | $6,490 | |
| 736.781 MFS INSTITUTIONAL INTERNATIONAL EQUITY FUND #403 | 2024-09-05 | 2025-09-05 | $29,177 | $26,517 | $2,660 | $2,660 | |
| 1885.525 MFS INSTITUTIONAL INTERNATIONAL EQUITY FUND #403 | 2022-12-15 | 2025-09-05 | $74,667 | $53,455 | $21,212 | $21,212 | |
| 5. MICROSOFT CORP | 2016-11-29 | 2025-09-05 | $2,473 | $305 | $2,168 | $2,168 | |
| 6. MOLSON COORS BEVERAGE COMPANY | 2025-06-11 | 2025-09-05 | $301 | $310 | -$9 | -$9 | |
| 8. MOSAIC CO NEW COM | 2024-09-05 | 2025-09-05 | $259 | $213 | $46 | $46 | |
| 9. NISOURCE INC COM | 2023-11-28 | 2025-09-05 | $363 | $236 | $127 | $127 | |
| 14. PINTEREST INC CL A | 2024-04-19 | 2025-09-05 | $526 | $455 | $71 | $71 | |
| 7. ROCHE HLDG LTD SPONSORED ADR | 2023-04-24 | 2025-09-05 | $301 | $278 | $23 | $23 | |
| 11. SALESFORCE INC | 2019-10-21 | 2025-09-05 | $2,752 | $1,591 | $1,161 | $1,161 | |
| 140. SUNRUN INC COM | 2023-04-24 | 2025-09-05 | $2,553 | $3,050 | -$497 | -$497 | |
| 5. THERMO ELECTRON CORP. | 2019-07-26 | 2025-09-05 | $2,460 | $1,435 | $1,025 | $1,025 | |
| 162.667 JP MORGAN UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND - R6 #34 | 2024-04-19 | 2025-09-05 | $14,411 | $13,130 | $1,281 | $1,281 | |
| 83. UNITED AIRLINES HOLDINGS, INC. | 2023-04-24 | 2025-09-05 | $8,849 | $3,649 | $5,200 | $5,200 | |
| 5. VENTAS INC COM | 2023-11-28 | 2025-09-05 | $340 | $228 | $112 | $112 | |
| 57.636 VANGUARD GROWTH INDEX FUND ADM #509 | 2024-04-19 | 2025-09-05 | $13,725 | $9,284 | $4,441 | $4,441 | |
| 357.743 VICTORY SYCAMORE ESTABLISHED VALUE FUND CLASS R6 #308 | 2024-04-19 | 2025-09-05 | $16,893 | $14,358 | $2,535 | $2,535 | |
| 427. WARNER BROS DISCOVERY INC COM SER A | 2023-04-24 | 2025-09-05 | $5,152 | $5,726 | -$574 | -$574 | |
| 23. WELLS FARGO & CO NEW | 2020-10-29 | 2025-09-05 | $1,823 | $486 | $1,337 | $1,337 | |
| 24. CNH INDL N V SHS | 2024-11-19 | 2025-09-05 | $275 | $267 | $8 | $8 | |
| 199. AT&T INC | 2022-03-25 | 2025-11-12 | $5,090 | $3,599 | $1,491 | $1,491 | |
| 3. ALBEMARLE CORP COM | 2024-04-19 | 2025-11-12 | $329 | $339 | -$10 | -$10 | |
| 67. ALLY FINL INC COM | 2023-04-24 | 2025-11-12 | $2,698 | $1,742 | $956 | $956 | |
| 14. ALPHABET INC CAP STK CL A | 2020-06-23 | 2025-11-12 | $4,015 | $1,026 | $2,989 | $2,989 | |
| 12. AMAZON COM INC | 2023-04-24 | 2025-11-12 | $2,939 | $1,274 | $1,665 | $1,665 | |
| 4. APPLE COMPUTER INC | 2024-09-05 | 2025-11-12 | $1,095 | $889 | $206 | $206 | |
| 9. BATH & BODY WORKS INC COM | 2023-04-24 | 2025-11-12 | $200 | $323 | -$123 | -$123 | |
| 5. BLACKROCK INC COM | 2017-01-04 | 2025-11-12 | $5,473 | $1,929 | $3,544 | $3,544 | |
| 4. CVS CORP | 2023-04-24 | 2025-11-12 | $324 | $293 | $31 | $31 | |
| 2. CARMAX INC COM | 2023-04-24 | 2025-11-12 | $69 | $138 | -$69 | -$69 | |
| 8. CARNIVAL CORPORATION | 2025-09-05 | 2025-11-12 | $218 | $253 | -$35 | -$35 | |
| 124. CITIGROUP INC COM NEW | 2023-11-28 | 2025-11-12 | $12,761 | $5,568 | $7,193 | $7,193 | |
| 4. CONOCOPHILLIPS | 2023-04-24 | 2025-11-12 | $356 | $415 | -$59 | -$59 | |
| 2. COSTCO WHSL CORP NEW | 2019-06-06 | 2025-11-12 | $1,828 | $503 | $1,325 | $1,325 | |
| 1. EOG RESOURCES INC | 2023-04-24 | 2025-11-12 | $109 | $120 | -$11 | -$11 | |
| 1. EQUIFAX INC | 2023-04-24 | 2025-11-12 | $209 | $201 | $8 | $8 | |
| 4. META PLATFORM, INC. | 2023-04-24 | 2025-11-12 | $2,441 | $852 | $1,589 | $1,589 | |
| 1. HUNTINGTON INGALLS INDS INC COM | 2024-04-19 | 2025-11-12 | $320 | $272 | $48 | $48 | |
| 10. INTEL CORP | 2023-04-24 | 2025-11-12 | $379 | $297 | $82 | $82 | |
| 13. KRAFT HEINZ CO COM | 2024-11-19 | 2025-11-12 | $321 | $397 | -$76 | -$76 | |
| 5. MICROSOFT CORP | 2016-11-29 | 2025-11-12 | $2,554 | $305 | $2,249 | $2,249 | |
| 5. MOLSON COORS BEVERAGE COMPANY | 2025-06-11 | 2025-11-12 | $231 | $259 | -$28 | -$28 | |
| 195. MOSAIC CO NEW COM | 2024-09-05 | 2025-11-12 | $4,947 | $5,184 | -$237 | -$237 | |
| 34. NISOURCE INC COM | 2023-11-28 | 2025-11-12 | $1,490 | $893 | $597 | $597 | |
| 6. NVIDIA CORP COM | 2024-09-05 | 2025-11-12 | $1,156 | $640 | $516 | $516 | |
| 3. PAYPAL HLDGS INC COM | 2024-04-19 | 2025-11-12 | $201 | $186 | $15 | $15 | |
| 10. PINTEREST INC CL A | 2024-04-19 | 2025-11-12 | $275 | $325 | -$50 | -$50 | |
| 4. ROCHE HLDG LTD SPONSORED ADR | 2023-04-24 | 2025-11-12 | $181 | $159 | $22 | $22 | |
| 7. SCHLUMBERGER LTD | 2021-11-22 | 2025-11-12 | $253 | $215 | $38 | $38 | |
| 12. TAIWAN SEMICONDUCTOR MFG CO LTD | 2019-10-21 | 2025-11-12 | $3,485 | $601 | $2,884 | $2,884 | |
| 42. TYSON FOODS | 2025-09-05 | 2025-11-12 | $2,274 | $2,475 | -$201 | -$201 | |
| 122. TYSON FOODS | 2024-09-05 | 2025-11-12 | $6,607 | $7,431 | -$824 | -$824 | |
| 1. UNITEDHEALTH GROUP INC | 2018-02-28 | 2025-11-12 | $341 | $231 | $110 | $110 | |
| 4. VEEVA SYS INC CL A COM | 2023-04-24 | 2025-11-12 | $1,191 | $747 | $444 | $444 | |
| 4. VENTAS INC COM | 2023-11-28 | 2025-11-12 | $307 | $179 | $128 | $128 | |
| 2. VERTIV HOLDINGS LLC COM CL A | 2025-09-05 | 2025-11-12 | $349 | $248 | $101 | $101 | |
| 2. VISA INC COM CL A | 2019-10-21 | 2025-11-12 | $682 | $353 | $329 | $329 | |
| 5. WELLS FARGO & CO NEW | 2020-10-29 | 2025-11-12 | $431 | $106 | $325 | $325 | |
| 1. CHUBB LIMITED COM | 2025-09-05 | 2025-11-12 | $295 | $277 | $18 | $18 | |
| 10. CNH INDL N V SHS | 2024-11-19 | 2025-11-12 | $103 | $111 | -$8 | -$8 | |
| 43.21 CAUSEWAY INTERNATIONAL VALUE FUND INS #1271 | 2025-09-05 | 2025-11-13 | $1,064 | $1,006 | $58 | $58 | |
| 46.151 DRIEHAUS EMERGING MARKETS GROWTH FUND - INST #23 | 2024-09-05 | 2025-11-13 | $2,201 | $1,690 | $511 | $511 | |
| 8.943 OBERWEIS SMALL-CAP OPPORTUNITIES FUND - INSTL #10 | 2024-04-19 | 2025-11-13 | $252 | $209 | $43 | $43 | |
| 17.208 PUTNAM LARGE CAP VALUE FUND CLASS R6 #8810 | 2024-09-05 | 2025-11-13 | $682 | $625 | $57 | $57 | |
| 268.604 VANGUARD INTER TERM BD IDX ADM #5314 | 2023-05-30 | 2025-11-13 | $2,836 | $2,753 | $83 | $83 | |
| 42.11 VANGUARD GROWTH INDEX FUND ADM #509 | 2024-09-05 | 2025-11-13 | $10,467 | $7,883 | $2,584 | $2,584 | |
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P | |||||
| CAPITAL GAIN DIVIDENDS | $7,778 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $114,931 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,913 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,913 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,913 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,557 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,557 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $644 | OverpaymentAmt |
| Applied To ES Tax | $644 | 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 |
| Org Report Or Register State | KY | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| OLD NATIONAL WEALTH MANAGEMENT | ||||||
| PO BOX 207 | EVANSVILLE | IN | 47702 | CO-TRUSTEE | 1 | $6,552 |
| BARBARA P HUNT | ||||||
| 123 E CENTER ST | MADISONVILLE | KY | 42431 | CO-TRUSTEE | 1 | $6,552 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,367,412 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,367,412 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,367,412 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,511 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,346,901 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $67,345 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $67,345 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,913 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,913 | TotalTaxAmt |
| Distributable Before Adj | $65,432 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $65,432 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $65,432 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $88,877 | 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 | $88,877 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $65,432 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $20,448 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $16,723 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $36,100 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $21,232 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $21,496 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $115,999 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $88,877 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $65,432 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $23,445 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $139,444 | 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 | $20,448 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $118,996 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $16,723 | ExcessFromYear4Amt |
| Excess From Year3 | $36,100 | ExcessFromYear3Amt |
| Excess From Year2 | $21,232 | ExcessFromYear2Amt |
| Excess From Year1 | $21,496 | ExcessFromYear1Amt |
| Excess From Current Year | $23,445 | 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 | MADISONVILLE COMMUNITY & TECHNICAL | BusinessNameLine1Txt |
| Business Name Line2 | COLLEGE GLEMA MAHR ARTS CENTER | BusinessNameLine2Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 COLLEGE DR | AddressLine1Txt |
| City | MADISONVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 424319185 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | PROGRAM SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $77,556 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $77,556 | 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 | $26,080 | 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 | $114,931 | 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 | $141,011 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $141,011 | 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 | $1,200 | Amt |
| Disbursements Charitable Prps | $1,200 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2024 RETURN OF CAPITAL ADJ | $585 |
| RETURN OF CAPITAL ADJ ON SALES | $1 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSE (NON-DEDUCTIBLE | Desc |
| Revenue And Expenses Per Books | $5 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $2 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $131 | $131 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $1,600 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $218 | $218 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $35 | $35 | $0 |
Comments