DOROTHY DULEY FOUNDATION XXX-XX-XXXX: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- DOROTHY DULEY FOUNDATION XXX-XX-XXXX (EIN 37-1278428)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-04-23
- IRS object ID
- 202401149349101025
- Schema version
- 2023v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-23T15:01:17-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010604131 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUST PROCESSING SOLUTIONS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 894 | AddressLine1Txt |
| City | MILFORD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 451500894 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 371278428 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOROTHY DULEY FOUNDATION XXX-XX-XXXX | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DULE | 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 MANAGEMENT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8008300362 | PhoneNum |
| Signature | 2024-04-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOUG HART | PreparerPersonNm |
| PTIN | P00241831 | PTIN |
| Phone | 5137748805 | PhoneNum |
| Preparation | 2024-04-17 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $47,312 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,200 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,200 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $833 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $30,520 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $833 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $2,033 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,033 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,034 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $376 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,658 | 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 | $6 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $6 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $13 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3 | 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 | $2,637 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $2,637 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,690 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $379 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,301 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,690 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $379 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,301 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,657 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,654 | 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 | $46,785 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $44,128 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $47,312 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $46,785 | TotalAssetsBOYAmt |
| Total Assets EOY | $44,128 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $47,312 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $46,785 | CapitalStockBOYAmt |
| Capital Stock EOY | $44,128 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $46,785 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $44,128 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $46,785 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $44,128 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $46,785 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,657 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $44,128 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $44,128 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (84 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 13. FM TOTAL RETURN FUND | 2021-03-31 | 2023-01-31 | $3,197 | $3,908 | -$711 | -$711 | |
| 3.933 FM SMALL CAP EQUITY FUND | 2022-06-15 | 2023-01-31 | $254 | $331 | -$77 | -$77 | |
| 34.789 FM SMALL CAP EQUITY FUND | 2021-06-15 | 2023-01-31 | $2,250 | $2,839 | -$589 | -$589 | |
| 3.916 FIDELITY MID CAP INDEX FD #2352 | 2022-02-11 | 2023-02-09 | $109 | $116 | -$7 | -$7 | |
| 106.486 FIDELITY MID CAP INDEX FD #2352 | 2021-03-24 | 2023-02-09 | $2,977 | $3,034 | -$57 | -$57 | |
| 14.245 FIDELITY GROWTH COMPANY FD | 2022-06-13 | 2023-02-09 | $361 | $368 | -$7 | -$7 | |
| 33.922 FIDELITY GROWTH COMPANY FD | 2019-08-07 | 2023-02-09 | $859 | $452 | $407 | $407 | |
| 4.822 PIMCO MODERATE DURATION INSTL FUND #120 | 2022-10-28 | 2023-02-09 | $44 | $44 | |||
| 10.101 VANGUARD SHORT TERM BOND INDEX ADM FD #5132 | 2022-10-28 | 2023-02-09 | $100 | $99 | $1 | $1 | |
| .435 FM LARGE CAP EQUITY FUND | 2022-06-15 | 2023-04-30 | $31 | $47 | -$16 | -$16 | |
| 50.379 FM LARGE CAP EQUITY FUND | 2022-02-15 | 2023-04-30 | $3,636 | $5,545 | -$1,909 | -$1,909 | |
| 59.073 VANGUARD SHORT TERM BOND INDEX ADM FD #5132 | 2022-10-28 | 2023-05-10 | $595 | $578 | $17 | $17 | |
| 7.967 VANGUARD INDEX TR VANGUARD 500 ADMIRAL FUND #540 | 2023-05-05 | 2023-05-10 | $3,045 | $3,043 | $2 | $2 | |
| 1.895 JANUS HENDERSON ENTERPRISE CL I FD #102 | 2023-02-09 | 2023-05-23 | $244 | $254 | -$10 | -$10 | |
| 2.753 JPMORGAN SMALL CAP EQUITY CL I FD #367 | 2023-02-09 | 2023-05-23 | $138 | $152 | -$14 | -$14 | |
| 16.195 VANGUARD EQUITY INC ADM FD #565 | 2023-02-09 | 2023-05-23 | $1,324 | $1,384 | -$60 | -$60 | |
| 13.776 VANGUARD EQUITY INC ADM FD #565 | 2022-02-11 | 2023-05-23 | $1,127 | $1,268 | -$141 | -$141 | |
| 23.215 VANGUARD FTSE ALL WORLD EX-US INDEX ADM FD #570 | 2022-05-10 | 2023-05-23 | $777 | $742 | $35 | $35 | |
| 7.964 VANGUARD GROWTH INDEX ADM FD #509 | 2023-05-10 | 2023-05-23 | $1,055 | $999 | $56 | $56 | |
| 9.458 JPMORGAN SMALL CAP EQUITY CL I FD #367 | 2023-02-09 | 2023-08-02 | $512 | $522 | -$10 | -$10 | |
| .921 VANGUARD GROWTH INDEX ADM FD #509 | 2023-02-09 | 2023-08-02 | $135 | $114 | $21 | $21 | |
| 5.517 VICTORY SYCAMORE ESTABLISHED VALUE CL I FD #203 | 2023-02-09 | 2023-08-02 | $262 | $263 | -$1 | -$1 | |
| 3. ISHARES GLOBAL 100 ETF | 2023-05-23 | 2023-10-03 | $217 | $221 | -$4 | -$4 | |
| 1.339 DRIEHAUS EMERGING MKTS GROWTH INSTL FD #23 | 2023-02-09 | 2023-10-04 | $43 | $45 | -$2 | -$2 | |
| .569 JANUS HENDERSON ENTERPRISE CL I FD #102 | 2023-02-09 | 2023-10-04 | $73 | $76 | -$3 | -$3 | |
| 1.147 JPMORGAN SMALL CAP EQUITY CL I FD #367 | 2023-02-09 | 2023-10-04 | $56 | $63 | -$7 | -$7 | |
| 49. PIMCO MODERATE DURATION INSTL FUND #120 | 2023-05-23 | 2023-10-04 | $435 | $455 | -$20 | -$20 | |
| .665 UNDISCOVERED MANAGERS BEHAVIORAL VALUE CL R6 FD | 2023-08-02 | 2023-10-04 | $49 | $55 | -$6 | -$6 | |
| 1.562 VANGUARD EQUITY INC ADM FD #565 | 2023-02-09 | 2023-10-04 | $125 | $134 | -$9 | -$9 | |
| .012 VANGUARD EQUITY INC ADM FD #565 | 2022-06-13 | 2023-10-04 | $1 | $1 | |||
| 59.464 VANGUARD SHORT TERM BOND INDEX ADM FD #5132 | 2023-05-23 | 2023-10-04 | $584 | $583 | $1 | $1 | |
| 3.992 VANGUARD FTSE ALL WORLD EX-US INDEX ADM FD #570 | 2022-05-10 | 2023-10-04 | $126 | $128 | -$2 | -$2 | |
| 45.61 VANGUARD INTERMEDIATE TERM BOND INDEX ADM FD #5314 | 2023-05-10 | 2023-10-04 | $442 | $476 | -$34 | -$34 | |
| 1.332 VANGUARD GROWTH INDEX ADM FD #509 | 2023-02-09 | 2023-10-04 | $187 | $164 | $23 | $23 | |
| 1.49 VANGUARD INDEX TR VANGUARD 500 ADMIRAL FUND #540 | 2022-05-10 | 2023-10-04 | $586 | $551 | $35 | $35 | |
| 1.653 VICTORY SYCAMORE ESTABLISHED VALUE CL I FD #203 | 2023-02-09 | 2023-10-04 | $72 | $79 | -$7 | -$7 | |
| .247 DRIEHAUS EMERGING MKTS GROWTH INSTL FD #23 | 2023-02-09 | 2023-10-19 | $8 | $8 | |||
| .021 JANUS HENDERSON ENTERPRISE CL I FD #102 | 2023-02-09 | 2023-10-19 | $3 | $3 | |||
| .012 UNDISCOVERED MANAGERS BEHAVIORAL VALUE CL R6 FD | 2023-08-02 | 2023-10-19 | $1 | $1 | |||
| .213 VANGUARD EQUITY INC ADM FD #565 | 2023-02-09 | 2023-10-19 | $17 | $18 | -$1 | -$1 | |
| 1.478 VANGUARD GROWTH INDEX ADM FD #509 | 2023-02-09 | 2023-10-19 | $208 | $182 | $26 | $26 | |
| .925 VANGUARD INDEX TR VANGUARD 500 ADMIRAL FUND #540 | 2022-05-10 | 2023-10-19 | $365 | $342 | $23 | $23 | |
| CAPITAL GAIN DIVIDENDS | $298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $298 | P | |||||
| CAPITAL GAIN DIVIDENDS | $298 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $833 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $23 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $23 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $23 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $23 | 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 | IL | 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 | 477020207 | 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 (8 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 | TRUSTEE | 1 | $2,034 |
| DWIGHT JUDY | ||||||
| 904 SELLS DRIVE | HOOPESTON | IL | 60942 | DIRECTOR | 0 | $0 |
| KAY BROWN | ||||||
| 615 EAST ORANGE | HOOPESTON | IL | 60942 | DIRECTOR | 0 | $0 |
| EMILY BROWN | ||||||
| 615 EAST ORANGE | HOOPESTON | IL | 60942 | DIRECTOR | 0 | $0 |
| LAURA HENSGEN | ||||||
| 3015 PARK HAVEN BLVD | DANVILLE | IL | 61832 | DIRECTOR | 0 | $0 |
| GLORIA JAHN | ||||||
| 907 SELLS DRIVE | HOOPESTON | IL | 60942 | DIRECTOR | 0 | $0 |
| PATRICIA DOYLE | ||||||
| 805 EAST LINCOLN | HOOPESTON | IL | 60942 | SECRETARY | 0 | $0 |
| RICHARD J DOYLE | ||||||
| 805 EAST LINCOLN | HOOPESTON | IL | 60942 | CHAIRPERSON | 0 | $0 |
| 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 | $47,283 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $47,283 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $47,283 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $709 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $46,574 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,329 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,329 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $23 | TotalTaxAmt |
| Distributable Before Adj | $2,306 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,306 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,306 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,301 | 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 | $4,301 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,306 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $5,320 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $23 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,194 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,635 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $11,172 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,301 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,306 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,995 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $13,167 | 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 | $5,320 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,847 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $23 | ExcessFromYear4Amt |
| Excess From Year3 | $2,194 | ExcessFromYear3Amt |
| Excess From Year2 | $3,635 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $1,995 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RICHARD J DOYLE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 805 EAST LINCOLN | AddressLine1Txt |
| City | HOOPESTON | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60942 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2174743844 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATION MUST INCLUDE FEDERAL STUDENT AID REPORT, HIGH SCHOOL TRANSCRIPT, LIST OF FINAL SEMESTER CLASSES, AND A 200 TO 500 WORD ESSAY ON WHY THEY HAVE CHOSEN A CERTAIN MAJOR. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | ANNUALLY ON APRIL 16TH | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRADUATE OF HOOPESTON AREA HIGH SCHOOL WITH A GPA OF 3.0 AND ACCEPTED INTO A FOUR-YEAR COLLEGE OR UNIVERSITY AND PLAN TO MAJOR IN ENGLISH, JOURNALISM, OR FOREIGN LANGUAGE. | RestrictionsOnAwardsTxt |
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 | $1,200 | 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 | $833 | 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 | $2,033 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,033 | 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 | $6 | Amt |
| Disbursements Charitable Prps | $6 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER NON-ALLOCABLE EXPENSE - | Desc |
| Revenue And Expenses Per Books | $2,637 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,637 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $10 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $2 | $2 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $1 | $1 | $0 |