RICE MEMORIAL HOSPITAL AND WELFARE FUND: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- RICE MEMORIAL HOSPITAL AND WELFARE FUND (EIN 35-6015582)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-24
- IRS object ID
- 202611149349100336
- 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
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-24T15:01:11-05:00 | 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 | 356015582 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICE MEMORIAL HOSPITAL AND WELFARE 310006010 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RICE | BusinessNameControlTxt |
| Phone | 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 | 2026-04-07 | 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 | 2026-04-07 | 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 | $1,467,647 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $29,701 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,695 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $79,883 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $261,001 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $79,883 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $109,584 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $109,578 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $18,816 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $4,363 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $14,453 | 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 | $2,272 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $315 | 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 | $3 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $22,291 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,678 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,653 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $56,950 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $56,950 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $79,241 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,678 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $72,603 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $30,343 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $104,900 | 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 | $1,052,067 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,082,348 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,467,647 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,052,067 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,082,348 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,467,647 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,052,067 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,082,348 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,052,067 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,082,348 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,052,067 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,082,348 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,052,067 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $30,343 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,082,410 | SubtotalAmt |
| Other Decreases | $62 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,082,348 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (124 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 21. CAPITAL ONE FINL CORP | 2023-05-05 | 2025-01-23 | $4,279 | $1,691 | $2,588 | $2,588 | |
| 11. EOG RESOURCES INC | 2023-05-05 | 2025-01-23 | $1,467 | $1,256 | $211 | $211 | |
| 11. RINGCENTRAL INC CL A | 2021-09-15 | 2025-01-23 | $375 | $2,653 | -$2,278 | -$2,278 | |
| 5. SALESFORCE INC | 2021-12-27 | 2025-01-23 | $1,674 | $1,290 | $384 | $384 | |
| 6. SECTOR SPDR TR SHS BEN INT-BASIC INDUSTRIES | 2017-03-21 | 2025-01-23 | $535 | $311 | $224 | $224 | |
| 21. STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF. | 2017-03-21 | 2025-01-23 | $3,022 | $1,563 | $1,459 | $1,459 | |
| 16. STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | 2019-01-04 | 2025-01-23 | $1,239 | $627 | $612 | $612 | |
| 14. STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | 2009-03-11 | 2025-01-23 | $3,227 | $245 | $2,982 | $2,982 | |
| 10. STATE STREET ENERGY SELECT SECTOR SPDR ETF | 2019-02-06 | 2025-01-23 | $920 | $633 | $287 | $287 | |
| 62. STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | 2017-03-21 | 2025-01-23 | $3,136 | $1,464 | $1,672 | $1,672 | |
| 16. STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | 2017-03-21 | 2025-01-23 | $2,265 | $1,033 | $1,232 | $1,232 | |
| 38. AMEX TECHNOLOGY SELECT SPDR | 2017-03-21 | 2025-01-23 | $9,147 | $2,005 | $7,142 | $7,142 | |
| 29. STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | 2019-02-06 | 2025-01-23 | $2,875 | $1,412 | $1,463 | $1,463 | |
| 11. STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | 2017-03-21 | 2025-01-23 | $455 | $343 | $112 | $112 | |
| 7. SECTOR SPDR TR SHS BEN INT-UTILITIES | 2012-06-25 | 2025-01-23 | $552 | $254 | $298 | $298 | |
| 20. UNITED AIRLINES HOLDINGS, INC. | 2021-05-11 | 2025-01-23 | $2,073 | $1,054 | $1,019 | $1,019 | |
| 27. APTIV PLC COM SHS | 2023-07-27 | 2025-01-23 | $1,723 | $2,949 | -$1,226 | -$1,226 | |
| 10000. FEDERAL HOME LOAN BKS CONS BDS 2.375% DTD 02/17/2015 DUE 03/14/ | 2016-09-28 | 2025-03-14 | $10,000 | $10,000 | |||
| 136. AT&T INC | 2021-09-15 | 2025-05-15 | $3,720 | $2,865 | $855 | $855 | |
| 62. ALLY FINL INC COM | 2022-09-22 | 2025-05-15 | $2,207 | $1,919 | $288 | $288 | |
| 5. CAPITAL ONE FINL CORP | 2020-05-04 | 2025-05-15 | $985 | $309 | $676 | $676 | |
| 53. COMERICA INS | 2023-07-27 | 2025-05-15 | $3,087 | $3,386 | -$299 | -$299 | |
| 31. GLOBAL PMTS INC COM | 2023-05-05 | 2025-05-15 | $2,564 | $3,711 | -$1,147 | -$1,147 | |
| 6. KLA TENCOR CORP | 2019-04-22 | 2025-05-15 | $4,804 | $738 | $4,066 | $4,066 | |
| 93.542 OBERWEIS SMALL-CAP OPPORTUNITIES FUND - INSTL #10 | 2024-03-08 | 2025-05-15 | $2,358 | $2,271 | $87 | $87 | |
| 5. SECTOR SPDR TR SHS BEN INT-BASIC INDUSTRIES | 2017-03-21 | 2025-05-15 | $431 | $259 | $172 | $172 | |
| 16. STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF. | 2017-03-21 | 2025-05-15 | $2,085 | $1,191 | $894 | $894 | |
| 12. STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | 2012-06-25 | 2025-05-15 | $973 | $405 | $568 | $568 | |
| 10. STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | 2009-03-11 | 2025-05-15 | $2,152 | $175 | $1,977 | $1,977 | |
| 8. STATE STREET ENERGY SELECT SECTOR SPDR ETF | 2019-01-04 | 2025-05-15 | $684 | $480 | $204 | $204 | |
| 46. STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | 2017-03-21 | 2025-05-15 | $2,360 | $1,086 | $1,274 | $1,274 | |
| 12. STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | 2017-03-21 | 2025-05-15 | $1,707 | $775 | $932 | $932 | |
| 29. AMEX TECHNOLOGY SELECT SPDR | 2017-03-21 | 2025-05-15 | $6,776 | $1,530 | $5,246 | $5,246 | |
| 22. STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | 2019-02-06 | 2025-05-15 | $2,220 | $1,012 | $1,208 | $1,208 | |
| 8. STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | 2017-03-21 | 2025-05-15 | $332 | $250 | $82 | $82 | |
| 5. SECTOR SPDR TR SHS BEN INT-UTILITIES | 2012-06-25 | 2025-05-15 | $406 | $181 | $225 | $225 | |
| 61.664 JP MORGAN UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND - R6 #346 | 2024-03-08 | 2025-05-15 | $5,039 | $5,045 | -$6 | -$6 | |
| 126.108 VICTORY SYCAMORE ESTABLISHED VALUE FUND CLASS I #203 | 2024-03-08 | 2025-05-15 | $5,734 | $6,055 | -$321 | -$321 | |
| 19.2 DRIEHAUS EMERGING MARKETS GROWTH FUND - INST #23 | 2024-03-08 | 2025-05-16 | $758 | $722 | $36 | $36 | |
| 1339.662 FIDELITY INTERNATIONAL INDEX FUND #2363 | 2023-07-27 | 2025-05-16 | $73,561 | $59,079 | $14,482 | $14,482 | |
| 15000. PEPSICO INC SR GLBL 3.50% DTD 07/17/2015 DUE 07/17/2025 | 2015-09-17 | 2025-07-17 | $15,000 | $15,000 | |||
| 22. CAPITAL ONE FINL CORP | 2020-05-04 | 2025-07-23 | $4,867 | $1,361 | $3,506 | $3,506 | |
| 49. EDWARDS LIFESCIENCES CORP COM | 2021-05-11 | 2025-07-23 | $3,766 | $1,851 | $1,915 | $1,915 | |
| 77. SUNRUN INC COM | 2023-05-05 | 2025-07-23 | $819 | $2,198 | -$1,379 | -$1,379 | |
| 26. UNITED AIRLINES HOLDINGS, INC. | 2021-05-11 | 2025-07-23 | $2,374 | $1,370 | $1,004 | $1,004 | |
| 242. WARNER BROS DISCOVERY INC COM SER A | 2023-05-05 | 2025-07-23 | $3,180 | $4,448 | -$1,268 | -$1,268 | |
| 117. AT&T INC | 2022-05-23 | 2025-10-21 | $3,041 | $2,358 | $683 | $683 | |
| 43. ALLY FINL INC COM | 2022-09-22 | 2025-10-21 | $1,765 | $1,331 | $434 | $434 | |
| 18. ALPHABET INC CAP STK CL A | 2015-02-20 | 2025-10-21 | $4,525 | $487 | $4,038 | $4,038 | |
| 16. AMAZON COM INC | 2019-10-10 | 2025-10-21 | $3,555 | $1,448 | $2,107 | $2,107 | |
| 80. CITIGROUP INC COM NEW | 2023-12-19 | 2025-10-21 | $7,856 | $4,093 | $3,763 | $3,763 | |
| 80.192 DRIEHAUS EMERGING MARKETS GROWTH FUND - INST #23 | 2024-03-08 | 2025-10-21 | $3,778 | $2,952 | $826 | $826 | |
| 6. META PLATFORM, INC. | 2023-05-05 | 2025-10-21 | $4,399 | $1,403 | $2,996 | $2,996 | |
| 5.12 FIDELITY INTERNATIONAL INDEX FUND #2363 | 2024-07-02 | 2025-10-21 | $311 | $257 | $54 | $54 | |
| 7. MICROSOFT CORP | 2020-09-24 | 2025-10-21 | $3,621 | $1,342 | $2,279 | $2,279 | |
| 109. MOSAIC CO NEW COM | 2024-08-01 | 2025-10-21 | $3,176 | $3,147 | $29 | $29 | |
| 30. NISOURCE INC COM | 2023-12-19 | 2025-10-21 | $1,306 | $796 | $510 | $510 | |
| 41.048 OBERWEIS SMALL-CAP OPPORTUNITIES FUND - INSTL #10 | 2024-03-08 | 2025-10-21 | $1,195 | $997 | $198 | $198 | |
| 8. TAIWAN SEMICONDUCTOR MFG CO LTD | 2023-05-05 | 2025-10-21 | $2,360 | $869 | $1,491 | $1,491 | |
| 25. TYSON FOODS | 2025-05-15 | 2025-10-21 | $1,308 | $1,390 | -$82 | -$82 | |
| 64. TYSON FOODS | 2023-05-05 | 2025-10-21 | $3,349 | $4,441 | -$1,092 | -$1,092 | |
| 104.487 VICTORY SYCAMORE ESTABLISHED VALUE FUND CLASS R6 #308 | 2016-04-21 | 2025-10-21 | $4,874 | $3,352 | $1,522 | $1,522 | |
| CAPITAL GAIN DIVIDENDS | $6,669 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,669 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,669 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,669 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,669 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,669 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,669 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,669 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,669 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,669 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,669 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,669 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,669 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,669 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,669 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,669 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,669 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,669 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,669 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,669 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,669 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,669 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,669 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,669 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,669 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,669 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,669 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,669 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,669 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,669 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,669 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,669 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,669 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,669 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,669 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,669 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,669 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,669 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,669 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,669 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,669 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,669 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,669 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,669 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,669 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,669 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,669 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,669 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,669 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,669 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,669 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,669 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,669 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,669 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,669 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,669 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,669 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,669 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,669 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,669 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,669 | P | |||||
| CAPITAL GAIN DIVIDENDS | $6,669 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $79,883 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,458 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,458 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,458 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,580 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,580 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $122 | OverpaymentAmt |
| Applied To ES Tax | $122 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OLD NATIONAL WEALTH MANAGEMENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8124641584 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 207 | AddressLine1Txt |
| City | EVANSVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47702 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | OLD NATIONAL WEALTH MANAGEMENT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 207 | AddressLine1Txt |
| City | EVANSVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47702 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $18,816 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,403,509 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,403,509 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,403,509 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,053 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,382,456 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $69,123 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $69,123 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,458 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,458 | TotalTaxAmt |
| Distributable Before Adj | $67,665 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $67,665 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $67,665 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $72,603 | 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 | $72,603 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $67,665 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,222 | 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 | $72,603 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,222 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $67,381 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $284 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | 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 | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| INDIANA UNIVERSITY SOUTHEAST | ||||||||
| STUDENT - GABRIELLA COLLINS | 4201 GRANT LINE RD | NEW ALBANY | IN | 47150 | NONE | I | SCHOLARSHIPS | $3,350 |
| INDIANA UNIVERSITY | ||||||||
| STUDENT - VARIOUS STUDENTS | 400 E 7TH ST | BLOOMINGTON | IN | 47405 | NONE | I | SCHOLARSHIPS | $26,800 |
| PURDUE UNIVERSITY | ||||||||
| STUDENT - VARIOUS STUDENTS | 1060 HOVDE HALL OF ADMIN | WEST LAFAYETTE | IN | 479071060 | NONE | I | SCHOLARSHIPS | $13,400 |
| IUPUI | ||||||||
| STUDENT - VARIOUS STUDENTS | PO BOX 66144 | INDIANAPOLIS | IN | 462666144 | NONE | I | SCHOLARSHIPS | $13,400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $56,950 | 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 | $29,701 | 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 | $79,883 | 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 | $109,584 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $109,584 | 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 (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING | $9 |
| 2024 RETURN OF CAPITAL ADJ | $52 |
| MUTUAL FUND NON TAXABLE ADJ | $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 | $3 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $73 | $73 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $377 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $1,580 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $206 | $206 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $36 | $36 | $0 |
Comments