ANNA BOSSE TRUST: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- ANNA BOSSE TRUST (EIN 35-6013398)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-24
- IRS object ID
- 202641149349101524
- 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
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-24T15:01:10-05:00 | 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 | 356013398 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BENJAMIN AND ANNA BOSSE SCHOLARSHIP FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOSS | 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 | 2026-04-10 | 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 | 2026-04-10 | 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 | $4,857,168 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $91,544 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $91,524 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $328,717 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,132,635 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $328,717 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $420,261 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $420,241 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $51,582 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $11,962 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $39,621 | 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 Rev And Expnss | $4,060 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,060 | 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 | $6,081 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,074 | 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 | $10 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $62,933 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,036 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $44,881 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $188,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $188,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $251,733 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,036 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $233,681 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $168,528 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $407,205 | 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 | $3,590,684 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,759,032 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,857,168 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,590,684 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,759,032 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,857,168 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,590,684 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,759,032 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,590,684 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,759,032 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,590,684 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,759,032 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,590,684 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $168,528 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2 | OtherIncreasesAmt |
| Subtotal | $3,759,214 | SubtotalAmt |
| Other Decreases | $182 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,759,032 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (130 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 64. CAPITAL ONE FINL CORP | 2020-06-11 | 2025-01-23 | $13,040 | $3,969 | $9,071 | $9,071 | |
| 37. EOG RESOURCES INC | 2023-05-05 | 2025-01-23 | $4,935 | $4,224 | $711 | $711 | |
| 470. ISHARES S&P 100 ETF | 2023-07-27 | 2025-01-23 | $139,804 | $99,243 | $40,561 | $40,561 | |
| 37. RINGCENTRAL INC CL A | 2021-12-27 | 2025-01-23 | $1,263 | $9,614 | -$8,351 | -$8,351 | |
| 14. SALESFORCE INC | 2017-12-27 | 2025-01-23 | $4,686 | $1,438 | $3,248 | $3,248 | |
| 20. SECTOR SPDR TR SHS BEN INT-BASIC INDUSTRIES | 2019-02-06 | 2025-01-23 | $1,782 | $1,078 | $704 | $704 | |
| 73. STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF. | 2019-02-06 | 2025-01-23 | $10,504 | $6,525 | $3,979 | $3,979 | |
| 58. STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | 2019-02-06 | 2025-01-23 | $4,491 | $3,109 | $1,382 | $1,382 | |
| 47. STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | 2017-03-21 | 2025-01-23 | $10,835 | $4,055 | $6,780 | $6,780 | |
| 36. STATE STREET ENERGY SELECT SECTOR SPDR ETF | 2019-02-06 | 2025-01-23 | $3,310 | $2,331 | $979 | $979 | |
| 208. STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | 2017-03-21 | 2025-01-23 | $10,520 | $4,912 | $5,608 | $5,608 | |
| 54. STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | 2017-03-21 | 2025-01-23 | $7,644 | $3,485 | $4,159 | $4,159 | |
| 129. AMEX TECHNOLOGY SELECT SPDR | 2019-02-06 | 2025-01-23 | $31,051 | $7,771 | $23,280 | $23,280 | |
| 100. STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | 2019-02-06 | 2025-01-23 | $9,913 | $4,604 | $5,309 | $5,309 | |
| 41. STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | 2019-02-06 | 2025-01-23 | $1,694 | $1,407 | $287 | $287 | |
| 27. SECTOR SPDR TR SHS BEN INT-UTILITIES | 2019-06-12 | 2025-01-23 | $2,129 | $1,621 | $508 | $508 | |
| 66. UNITED AIRLINES HOLDINGS, INC. | 2021-05-11 | 2025-01-23 | $6,839 | $3,477 | $3,362 | $3,362 | |
| 98. APTIV PLC COM SHS | 2023-07-27 | 2025-01-23 | $6,252 | $10,704 | -$4,452 | -$4,452 | |
| 190.265 OBERWEIS SMALL-CAP OPPORTUNITIES FUND - INSTL #10 | 2024-03-08 | 2025-01-24 | $5,303 | $4,620 | $683 | $683 | |
| 12.697 JP MORGAN UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND - R6 #346 | 2024-03-08 | 2025-01-24 | $1,107 | $1,039 | $68 | $68 | |
| 450. AT&T INC | 2021-09-15 | 2025-05-15 | $12,310 | $9,479 | $2,831 | $2,831 | |
| 204. ALLY FINL INC COM | 2022-09-22 | 2025-05-15 | $7,261 | $6,316 | $945 | $945 | |
| 11. CAPITAL ONE FINL CORP | 2020-06-11 | 2025-05-15 | $2,166 | $730 | $1,436 | $1,436 | |
| 179. COMERICA INS | 2023-07-27 | 2025-05-15 | $10,424 | $11,583 | -$1,159 | -$1,159 | |
| 103. GLOBAL PMTS INC COM | 2024-04-24 | 2025-05-15 | $8,520 | $11,981 | -$3,461 | -$3,461 | |
| 11. KLA TENCOR CORP | 2019-04-22 | 2025-05-15 | $8,807 | $1,353 | $7,454 | $7,454 | |
| 9. SALESFORCE INC | 2017-12-27 | 2025-05-15 | $2,610 | $924 | $1,686 | $1,686 | |
| 150.956 JP MORGAN UNDISCOVERED MANAGERS BEHAVIORAL VALUE FUND - R6 #34 | 2024-03-08 | 2025-05-15 | $12,335 | $12,350 | -$15 | -$15 | |
| 162.769 VICTORY SYCAMORE ESTABLISHED VALUE FUND CLASS I #203 | 2019-02-07 | 2025-05-15 | $7,401 | $5,999 | $1,402 | $1,402 | |
| 49.169 DRIEHAUS EMERGING MARKETS GROWTH FUND - INST #23 | 2019-02-07 | 2025-05-16 | $1,942 | $1,677 | $265 | $265 | |
| 3367.686 FIDELITY INTERNATIONAL INDEX FUND #2363 | 2022-12-07 | 2025-05-16 | $184,920 | $143,160 | $41,760 | $41,760 | |
| 50000. GOLDMAN SACHS GROUP INC SR NT 3.75% DTD 05/22/2015 DUE 05/22/20 | 2018-03-09 | 2025-05-22 | $50,000 | $50,000 | |||
| 35000. US TREASURY NOTE 4.625% DTD 06/30/2023 DUE 06/30/2025 | 2023-08-24 | 2025-06-30 | $35,000 | $35,000 | |||
| 50000. FEDERAL FARM CR BKS CONS SYSTEMWIDE BDS 2.62% DTD 05/11/2015 DU | 2016-09-26 | 2025-07-11 | $50,000 | $50,000 | |||
| 80. CAPITAL ONE FINL CORP | 2024-04-24 | 2025-09-04 | $18,121 | $7,307 | $10,814 | $10,814 | |
| 164. EDWARDS LIFESCIENCES CORP COM | 2024-04-24 | 2025-09-04 | $13,226 | $6,726 | $6,500 | $6,500 | |
| 459. ISHARES S&P 100 ETF | 2024-03-07 | 2025-09-04 | $147,891 | $111,977 | $35,914 | $35,914 | |
| 15. SECTOR SPDR TR SHS BEN INT-BASIC INDUSTRIES | 2019-02-06 | 2025-09-04 | $1,367 | $803 | $564 | $564 | |
| 55. STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF. | 2019-02-06 | 2025-09-04 | $7,548 | $4,994 | $2,554 | $2,554 | |
| 44. STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | 2019-02-06 | 2025-09-04 | $3,539 | $2,364 | $1,175 | $1,175 | |
| 36. STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | 2021-03-11 | 2025-09-04 | $8,451 | $4,950 | $3,501 | $3,501 | |
| 27. STATE STREET ENERGY SELECT SECTOR SPDR ETF | 2019-02-06 | 2025-09-04 | $2,405 | $1,748 | $657 | $657 | |
| 156. STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | 2017-03-21 | 2025-09-04 | $8,423 | $3,684 | $4,739 | $4,739 | |
| 40. STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | 2017-03-21 | 2025-09-04 | $6,043 | $2,582 | $3,461 | $3,461 | |
| 97. AMEX TECHNOLOGY SELECT SPDR | 2019-02-06 | 2025-09-04 | $25,421 | $6,656 | $18,765 | $18,765 | |
| 74. STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | 2019-02-06 | 2025-09-04 | $8,426 | $3,402 | $5,024 | $5,024 | |
| 31. STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | 2019-02-06 | 2025-09-04 | $1,291 | $1,064 | $227 | $227 | |
| 20. SECTOR SPDR TR SHS BEN INT-UTILITIES | 2019-06-12 | 2025-09-04 | $1,671 | $1,201 | $470 | $470 | |
| 256. SUNRUN INC COM | 2023-05-05 | 2025-09-04 | $4,204 | $7,836 | -$3,632 | -$3,632 | |
| 89. UNITED AIRLINES HOLDINGS, INC. | 2024-04-24 | 2025-09-04 | $9,414 | $4,689 | $4,725 | $4,725 | |
| 808. WARNER BROS DISCOVERY INC COM SER A | 2024-04-24 | 2025-09-04 | $9,472 | $15,094 | -$5,622 | -$5,622 | |
| 392. AT&T INC | 2021-12-27 | 2025-10-21 | $10,188 | $7,627 | $2,561 | $2,561 | |
| 143. ALLY FINL INC COM | 2022-09-22 | 2025-10-21 | $5,870 | $4,427 | $1,443 | $1,443 | |
| 55. ALPHABET INC CAP STK CL A | 2015-02-20 | 2025-10-21 | $13,826 | $1,487 | $12,339 | $12,339 | |
| 50. AMAZON COM INC | 2019-02-06 | 2025-10-21 | $11,108 | $4,547 | $6,561 | $6,561 | |
| 6. BLACKROCK INC COM | 2015-09-14 | 2025-10-21 | $6,832 | $1,808 | $5,024 | $5,024 | |
| 272. CITIGROUP INC COM NEW | 2023-12-27 | 2025-10-21 | $26,710 | $14,000 | $12,710 | $12,710 | |
| 17. META PLATFORM, INC. | 2022-05-23 | 2025-10-21 | $12,465 | $2,686 | $9,779 | $9,779 | |
| 20. MICROSOFT CORP | 2017-06-05 | 2025-10-21 | $10,346 | $1,449 | $8,897 | $8,897 | |
| 374. MOSAIC CO NEW COM | 2024-08-06 | 2025-10-21 | $10,896 | $10,127 | $769 | $769 | |
| 88. NISOURCE INC COM | 2023-12-27 | 2025-10-21 | $3,832 | $2,315 | $1,517 | $1,517 | |
| 27. TAIWAN SEMICONDUCTOR MFG CO LTD | 2019-10-10 | 2025-10-21 | $7,966 | $1,323 | $6,643 | $6,643 | |
| 99. TYSON FOODS | 2025-05-15 | 2025-10-21 | $5,180 | $5,506 | -$326 | -$326 | |
| 212. TYSON FOODS | 2024-04-24 | 2025-10-21 | $11,093 | $14,761 | -$3,668 | -$3,668 | |
| 25000. CINCINNATI OHIO WTR SYS REV TAXABLE REF BDS 2021 B TAXABLE 1.00 | 2021-10-14 | 2025-12-01 | $25,000 | $25,000 | |||
| CAPITAL GAIN DIVIDENDS | $23,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,612 | P | |||||
| CAPITAL GAIN DIVIDENDS | $23,612 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $328,717 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,660 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,660 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,660 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,700 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $4,700 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $960 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | $51,582 | 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 | $4,634,590 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,634,590 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,634,590 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $69,519 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,565,071 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $228,254 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $228,254 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,660 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,660 | TotalTaxAmt |
| Distributable Before Adj | $222,594 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $222,594 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $222,594 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $233,681 | 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 | $233,681 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $222,594 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $32,878 | 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 | $233,681 | QualifyingDistributionsAmt |
| Applied To Year1 | $32,878 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $200,803 | 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 | $21,791 | 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 (10 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 |
|---|---|---|---|---|---|---|---|---|
| DEPAUW UNIVERSITY | ||||||||
| STUDENT - GRANT WATSON | 313 S LOCUST ST | GREENCASTLE | IN | 46135 | NONE | I | SCHOLARSHIPS | $6,500 |
| UNIVERSITY OF EVANSVILLE | ||||||||
| STUDENT - VARIOUS STUDENTS | 1800 LINCOLN AVE | EVANSVILLE | IN | 47722 | NONE | I | SCHOLARSHIPS | $52,500 |
| EVANSVILLE PHILHARMONIC | ||||||||
| ORCHESTRAL CORPORATION | PO BOX 84 | EVANSVILLE | IN | 477010084 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| VANDERBURGH HUMANE SOCIETY INC | ||||||||
| 400 MILLNER INDUSTRIAL DR | EVANSVILLE | IN | 477102545 | NONE | PC | PROGRAM SUPPORT | $2,200 | |
| WNIN TRI-STATE PUBLIC MEDIA INC | ||||||||
| TWO MAIN ST | EVANSVILLE | IN | 477081450 | NONE | PC | PROGRAM SUPPORT | $3,500 | |
| EVANSVILLE SYMPHONIC BAND | ||||||||
| PO BOX 4205 | EVANSVILLE | IN | 477240205 | NONE | PC | PROGRAM SUPPORT | $4,000 | |
| UNITED NEIGHBORHOOD OF EVANSVILLE | ||||||||
| LAMASCO NEIGHBORHOOD ASSOCIATION | 320 SE MARTIN LUTHER KING JR BLVD | EVANSVILLE | IN | 477131815 | NONE | PC | PROGRAM SUPPORT | $3,600 |
| INDIANA STATE UNIVERSITY | ||||||||
| STUDENT - KYLYNN WILKE | PARSONS HALL 100 | TERRE HAUTE | IN | 47809 | NONE | I | SCHOLARSHIPS | $1,000 |
| INDIANA UNIVERSITY | ||||||||
| STUDENT - VARIOUS STUDENTS | 400 E 7TH ST - POPLARS BUILDING | BLOOMINGTON | IN | 474053085 | NONE | I | SCHOLARSHIPS | $97,500 |
| PURDUE UNIVERSITY | ||||||||
| STUDENT - VARIOUS STUDENTS | 610 PURDUE MALL | WEST LAFAYETTE | IN | 479072040 | NONE | I | SCHOLARSHIPS | $13,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $188,800 | 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 | $91,544 | 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 | $328,717 | 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 | $420,261 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $420,261 | 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 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES - PRINCIPAL (ALLOCA | CategoryTxt |
| Legal Fees | $4,060 | LegalFeesAmt |
| Disbursements Charitable Prps | $4,060 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2024 RETURN OF CAPITAL ADJ | $178 |
| MUTUAL FUND NON TAXABLE ADJ | $4 |
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 | $10 | 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 (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $242 | $242 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $307 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $4,700 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $706 | $706 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $126 | $126 | $0 |
Comments