INDIANA CHEMICAL TRUST TR UA-FDT 320006018: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- INDIANA CHEMICAL TRUST TR UA-FDT 320006018 (EIN 35-6024816)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-04-30
- IRS object ID
- 202131209349101303
- Schema version
- 2020v4.0
- 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 | 2021-04-30T08:00:06-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | P O 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 | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 356024816 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDIANA CHEMICAL TRUST TR UA-FDT 320006018 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INDI | BusinessNameControlTxt |
| Phone | 8124641584 | 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 | 8124641584 | PhoneNum |
| Signature | 2021-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOUG HART | PreparerPersonNm |
| PTIN | P00241831 | PTIN |
| Phone | 5137748805 | PhoneNum |
| Preparation | 2021-04-29 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,102,174 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $227,554 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $227,392 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $952,545 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,030,742 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $952,545 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $1,180,099 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,179,937 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $36,627 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,597 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $30,031 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $57,606 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $573 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $95,233 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,170 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $31,031 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $560,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $560,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $655,233 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,170 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $591,031 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $524,866 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,172,767 | 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 | $10,729,465 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,254,331 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $15,102,174 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,729,465 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,254,331 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,102,174 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $10,729,465 | CapitalStockBOYAmt |
| Capital Stock EOY | $11,254,331 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,729,465 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,254,331 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,729,465 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,254,331 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,729,465 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $524,866 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,254,331 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,254,331 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (258 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 500. FIRST FINANCIAL CORPORATION | 1994-09-22 | 2020-01-02 | $22,581 | $7,316 | $15,265 | $15,265 | |
| 750. VANGUARD VALUE ETF | 2019-03-27 | 2020-01-02 | $90,069 | $80,057 | $10,012 | $10,012 | |
| 1270. VANGUARD VALUE ETF | 2018-09-14 | 2020-01-02 | $152,517 | $127,425 | $25,092 | $25,092 | |
| .395 TRUIST FINL CORP | 2018-07-25 | 2020-01-09 | $22 | $22 | |||
| 1000. FIRST FINANCIAL CORPORATION | 1994-09-22 | 2020-01-23 | $43,378 | $14,633 | $28,745 | $28,745 | |
| 592. COGNIZANT TECH SOLUTIONS CORP | 2019-05-31 | 2020-02-11 | $40,938 | $43,269 | -$2,331 | -$2,331 | |
| 453. COGNIZANT TECH SOLUTIONS CORP | 2018-09-14 | 2020-02-11 | $31,326 | $37,295 | -$5,969 | -$5,969 | |
| 331. DOVER CORPORATION | 2019-05-31 | 2020-02-11 | $39,378 | $30,372 | $9,006 | $9,006 | |
| 318. DOVER CORPORATION | 2018-08-02 | 2020-02-11 | $37,832 | $24,370 | $13,462 | $13,462 | |
| 252. GENERAL DYNAMICS CORP | 2019-05-31 | 2020-02-11 | $47,061 | $43,146 | $3,915 | $3,915 | |
| 518. PROCTER & GAMBLE CO | 2019-05-31 | 2020-02-11 | $64,387 | $52,332 | $12,055 | $12,055 | |
| 376. PROCTER & GAMBLE CO | 2018-09-14 | 2020-02-11 | $46,736 | $31,445 | $15,291 | $15,291 | |
| 60000. GOLDMAN SACHS GROUP INC 2.6% 04/23/2020 | 2018-06-26 | 2020-03-23 | $60,000 | $59,975 | $25 | $25 | |
| 100000. FED HOME LN BK 3% 03/27/2020 | 2012-04-02 | 2020-03-27 | $100,000 | $101,350 | -$1,350 | -$1,350 | |
| 35000. FED FARM CR BK 3.22% 04/01/2027 CALLABLE | 2019-03-28 | 2020-04-21 | $35,000 | $34,985 | $15 | $15 | |
| 50000. FED NAT MTG ASSOC 1.5% 07/30/2020 | 2017-11-15 | 2020-05-28 | $50,102 | $49,972 | $130 | $130 | |
| 20000. FED NAT MTG ASSOC 3.05% 09/28/2020 | 2014-06-12 | 2020-05-28 | $20,167 | $20,060 | $107 | $107 | |
| 55000. CHEVRON CORP 2.427% 06/24/2020 CALLABLE | 2017-12-13 | 2020-06-24 | $55,000 | $55,000 | |||
| 25000. AT&T INC 2.8% 02/17/2021 CALLABLE | 2018-07-17 | 2020-06-29 | $25,380 | $24,906 | $474 | $474 | |
| 35000. CROWN CASTLE INTL CORP 2.25% 09/01/2021 CALLABLE | 2016-10-24 | 2020-07-06 | $35,704 | $34,970 | $734 | $734 | |
| 96. ADOBE SYS INC | 2019-05-31 | 2020-07-28 | $41,462 | $26,056 | $15,406 | $15,406 | |
| 246. AIR PRODS & CHEMS INC | 2019-05-31 | 2020-07-28 | $71,144 | $42,640 | $28,504 | $28,504 | |
| 19. ALPHABET INC CL A | 2019-04-10 | 2020-07-28 | $28,529 | $23,971 | $4,558 | $4,558 | |
| 6. AMAZON COM INC | 2019-05-09 | 2020-07-28 | $18,044 | $11,292 | $6,752 | $6,752 | |
| 144. ANALOG DEVICES INC | 2019-05-09 | 2020-07-28 | $16,581 | $15,317 | $1,264 | $1,264 | |
| 38. BLACKROCK INC | 2019-05-09 | 2020-07-28 | $21,668 | $16,703 | $4,965 | $4,965 | |
| 93. CVS CORP | 2019-02-13 | 2020-07-28 | $5,878 | $6,481 | -$603 | -$603 | |
| 705. CHEVRONTEXACO CORP | 2019-05-31 | 2020-07-28 | $62,683 | $86,516 | -$23,833 | -$23,833 | |
| 16. COPART INC | 2020-02-11 | 2020-07-28 | $1,432 | $1,638 | -$206 | -$206 | |
| 70. COSTCO WHSL CORP NEW | 2019-05-31 | 2020-07-28 | $22,905 | $16,410 | $6,495 | $6,495 | |
| 28. CUMMINS INC | 2017-07-27 | 2020-07-28 | $5,465 | $4,648 | $817 | $817 | |
| 126. DANAHER CORP | 2019-05-31 | 2020-07-28 | $24,997 | $16,540 | $8,457 | $8,457 | |
| 311. EDWARDS LIFESCIENCES CORP | 2019-05-09 | 2020-07-28 | $24,073 | $19,367 | $4,706 | $4,706 | |
| 401. FACEBOOK INC CL A | 2019-05-31 | 2020-07-28 | $92,293 | $69,549 | $22,744 | $22,744 | |
| 670. FASTENAL CO | 2019-05-09 | 2020-07-28 | $30,400 | $21,453 | $8,947 | $8,947 | |
| 500. FIRST FINANCIAL CORPORATION | 1994-09-22 | 2020-07-28 | $16,966 | $7,316 | $9,650 | $9,650 | |
| 71. GLOBAL PAYMENTS INC | 2019-05-31 | 2020-07-28 | $12,206 | $10,346 | $1,860 | $1,860 | |
| 87. HOME DEPOT | 2019-04-10 | 2020-07-28 | $23,112 | $17,459 | $5,653 | $5,653 | |
| 72. JP MORGAN CHASE & CO | 2019-05-09 | 2020-07-28 | $6,992 | $8,248 | -$1,256 | -$1,256 | |
| 75. KLA TENCOR CORP | 2019-04-10 | 2020-07-28 | $14,436 | $9,198 | $5,238 | $5,238 | |
| 23. ESTEE LAUDER CO INC | 2019-04-10 | 2020-07-28 | $4,423 | $3,833 | $590 | $590 | |
| 24. MARTIN MARIETTA MATERIALS INC | 2019-05-31 | 2020-07-28 | $5,081 | $5,035 | $46 | $46 | |
| 202. MICROCHIP TECHNOLOGY INC | 2019-05-09 | 2020-07-28 | $20,261 | $18,137 | $2,124 | $2,124 | |
| 77. MONSTER BEVERAGE CORP | 2018-07-25 | 2020-07-28 | $5,853 | $4,797 | $1,056 | $1,056 | |
| 340. NORTHROP GRUMMAN CORP | 2019-05-31 | 2020-07-28 | $106,269 | $84,660 | $21,609 | $21,609 | |
| 15. PIONEER NAT RES CO | 2018-08-02 | 2020-07-28 | $1,445 | $2,835 | -$1,390 | -$1,390 | |
| 923. PROGRESSIVE CORP OHIO COM | 2019-05-31 | 2020-07-28 | $80,687 | $59,665 | $21,022 | $21,022 | |
| 152. SALESFORCE.COM INC | 2019-02-13 | 2020-07-28 | $28,838 | $24,585 | $4,253 | $4,253 | |
| 1516. SCHWAB CHARLES CORP | 2019-05-31 | 2020-07-28 | $51,043 | $73,181 | -$22,138 | -$22,138 | |
| 756. SELECT SECTOR SPDR TR UTILS | 2019-05-31 | 2020-07-28 | $45,677 | $38,857 | $6,820 | $6,820 | |
| 340. STARBUCKS CORP | 2019-05-31 | 2020-07-28 | $25,357 | $24,987 | $370 | $370 | |
| 84. STRYKER CORP | 2019-04-10 | 2020-07-28 | $16,310 | $16,483 | -$173 | -$173 | |
| 258. TJX CO INC | 2019-05-31 | 2020-07-28 | $13,349 | $13,525 | -$176 | -$176 | |
| 44. TAIWAN SEMICONDUCTOR MFG CO LTD | 2019-11-13 | 2020-07-28 | $3,383 | $2,329 | $1,054 | $1,054 | |
| 137. THERMO FISHER SCIENTIFIC INC | 2019-05-31 | 2020-07-28 | $55,734 | $36,191 | $19,543 | $19,543 | |
| 674. TRUIST FINL CORP | 2019-02-13 | 2020-07-28 | $24,790 | $34,862 | -$10,072 | -$10,072 | |
| 69. VISA INC CL A | 2019-05-31 | 2020-07-28 | $13,595 | $10,852 | $2,743 | $2,743 | |
| 44. WALMART STORES INC | 2019-05-31 | 2020-07-28 | $5,791 | $4,407 | $1,384 | $1,384 | |
| 30. AON PLC | 2019-05-31 | 2020-07-28 | $6,150 | $5,281 | $869 | $869 | |
| 726. CHECK POINT SOFTWARE TECH LTD ORD | 2019-05-31 | 2020-07-28 | $88,195 | $86,201 | $1,994 | $1,994 | |
| 883.492 CARILLON EAGLE SMALL CAP GROWTH CL I FD #3933 | 2019-04-10 | 2020-07-29 | $49,193 | $52,063 | -$2,870 | -$2,870 | |
| 704.833 DRIEHAUS EMERGING MKTS GROWTH INSTL FD #23 | 2019-04-10 | 2020-07-29 | $29,765 | $26,316 | $3,449 | $3,449 | |
| 2872.368 JPMORGAN US SMALL COMPANY CL L FD #1384 | 2018-08-02 | 2020-07-29 | $45,900 | $55,071 | -$9,171 | -$9,171 | |
| 320.712 BOSTON PARTNERS SMALL CAP VALUE II INSTL FD #77 | 2019-12-27 | 2020-07-29 | $6,446 | $8,255 | -$1,809 | -$1,809 | |
| 1329. FASTENAL CO | 2019-05-31 | 2020-09-16 | $58,819 | $39,490 | $19,329 | $19,329 | |
| 71. FEDEX CORP | 2019-04-10 | 2020-09-16 | $17,775 | $16,515 | $1,260 | $1,260 | |
| 80000. FED NAT MTG ASSOC 3.05% 09/28/2020 | 2014-06-12 | 2020-09-28 | $80,000 | $80,000 | |||
| 100000. CAPITAL ONE BK, GLEN ALLEN VA CTF DEP 1.4% 10/13/2020 | 2016-10-06 | 2020-10-13 | $100,000 | $100,000 | |||
| 55000. US TREASURY N/B 1.375% 10/31/2020 | 2017-07-19 | 2020-10-31 | $55,000 | $55,000 | |||
| 121. FEDEX CORP | 2019-04-10 | 2020-11-04 | $32,612 | $22,702 | $9,910 | $9,910 | |
| 1756. TJX CO INC | 2019-02-13 | 2020-11-04 | $93,597 | $57,887 | $35,710 | $35,710 | |
| 1373. TRUIST FINL CORP | 2019-05-31 | 2020-11-04 | $58,636 | $57,269 | $1,367 | $1,367 | |
| 10000. FIRST FINANCIAL CORPORATION | 1994-09-22 | 2020-12-28 | $390,182 | $146,313 | $243,869 | $243,869 | |
| 18. ADOBE SYS INC | 2018-07-25 | 2020-12-29 | $9,030 | $4,739 | $4,291 | $4,291 | |
| 229. ALBEMARLE CORP | 2019-04-10 | 2020-12-29 | $33,436 | $19,584 | $13,852 | $13,852 | |
| 10. ALPHABET INC CL A | 2019-04-10 | 2020-12-29 | $17,589 | $12,062 | $5,527 | $5,527 | |
| 7. AMAZON COM INC | 2019-04-10 | 2020-12-29 | $23,248 | $12,921 | $10,327 | $10,327 | |
| 21. ANALOG DEVICES INC | 2019-02-13 | 2020-12-29 | $3,015 | $2,205 | $810 | $810 | |
| 96. APPLE COMPUTER INC | 2019-05-09 | 2020-12-29 | $12,979 | $4,920 | $8,059 | $8,059 | |
| 136. BANK OF AMERICA CORP | 2018-08-02 | 2020-12-29 | $4,076 | $4,248 | -$172 | -$172 | |
| 8. BLACKROCK INC | 2019-02-13 | 2020-12-29 | $5,662 | $3,440 | $2,222 | $2,222 | |
| 33. BOEING COMPANY | 2020-07-28 | 2020-12-29 | $7,145 | $5,648 | $1,497 | $1,497 | |
| 93. CVS CORP | 2019-02-13 | 2020-12-29 | $6,325 | $6,339 | -$14 | -$14 | |
| 91. CAPITAL ONE FINL CORP | 2020-07-28 | 2020-12-29 | $8,750 | $5,851 | $2,899 | $2,899 | |
| 128.174 CARILLON EAGLE SMALL CAP GROWTH CL I FD #3933 | 2019-04-10 | 2020-12-29 | $7,971 | $6,919 | $1,052 | $1,052 | |
| 27. CARMAX INC | 2020-07-28 | 2020-12-29 | $2,480 | $2,632 | -$152 | -$152 | |
| 37. CATERPILLAR INC | 2020-02-11 | 2020-12-29 | $6,540 | $5,049 | $1,491 | $1,491 | |
| 28. CONSTELLATION BRANDS INC | 2020-02-11 | 2020-12-29 | $6,094 | $5,602 | $492 | $492 | |
| 25. COPART INC | 2020-11-04 | 2020-12-29 | $3,145 | $3,042 | $103 | $103 | |
| 18. COSTCO WHSL CORP NEW | 2019-02-13 | 2020-12-29 | $6,700 | $3,834 | $2,866 | $2,866 | |
| 13. CUMMINS INC | 2017-07-27 | 2020-12-29 | $2,905 | $2,158 | $747 | $747 | |
| 34. DANAHER CORP | 2019-03-27 | 2020-12-29 | $7,591 | $4,368 | $3,223 | $3,223 | |
| 27. DIAMONDBACK ENERGY INC | 2018-09-14 | 2020-12-29 | $1,270 | $3,302 | -$2,032 | -$2,032 | |
| 462.404 DRIEHAUS EMERGING MKTS GROWTH INSTL FD #23 | 2019-04-10 | 2020-12-29 | $22,172 | $16,744 | $5,428 | $5,428 | |
| 79. EDWARDS LIFESCIENCES CORP | 2019-02-13 | 2020-12-29 | $7,117 | $4,658 | $2,459 | $2,459 | |
| 16. FACEBOOK INC CL A | 2019-02-13 | 2020-12-29 | $4,438 | $2,639 | $1,799 | $1,799 | |
| 128. FEDEX CORP | 2020-07-28 | 2020-12-29 | $33,512 | $21,410 | $12,102 | $12,102 | |
| 203. FEDEX CORP | 2019-05-31 | 2020-12-29 | $53,148 | $34,279 | $18,869 | $18,869 | |
| 1266.316 OAKMARK INTL INSTL FD #2886 | 2018-08-02 | 2020-12-29 | $33,152 | $34,478 | -$1,326 | -$1,326 | |
| 26. HOME DEPOT | 2019-05-09 | 2020-12-29 | $6,930 | $5,109 | $1,821 | $1,821 | |
| 56. JP MORGAN CHASE & CO | 2019-05-31 | 2020-12-29 | $7,013 | $5,990 | $1,023 | $1,023 | |
| 171.165 JANUS HENDERSON ENTERPRISE CL I FD #102 | 2019-04-10 | 2020-12-29 | $26,726 | $22,768 | $3,958 | $3,958 | |
| 530.097 JPMORGAN US SMALL COMPANY CL L FD #1384 | 2019-04-10 | 2020-12-29 | $10,655 | $9,287 | $1,368 | $1,368 | |
| 99. KLA TENCOR CORP | 2019-03-27 | 2020-12-29 | $25,246 | $11,582 | $13,664 | $13,664 | |
| 23. ESTEE LAUDER CO INC | 2019-05-09 | 2020-12-29 | $6,054 | $3,829 | $2,225 | $2,225 | |
| 41. LILLY ELI & CO | 2019-04-10 | 2020-12-29 | $6,842 | $5,239 | $1,603 | $1,603 | |
| 85. MARATHON PETE CORP | 2019-04-10 | 2020-12-29 | $3,470 | $5,423 | -$1,953 | -$1,953 | |
| 16. MARTIN MARIETTA MATERIALS INC | 2019-04-10 | 2020-12-29 | $4,381 | $3,275 | $1,106 | $1,106 | |
| 61. MICROSOFT CORP | 2019-05-14 | 2020-12-29 | $13,693 | $7,644 | $6,049 | $6,049 | |
| 32. MICROCHIP TECHNOLOGY INC | 2019-03-12 | 2020-12-29 | $4,319 | $2,763 | $1,556 | $1,556 | |
| 71. MONSTER BEVERAGE CORP | 2018-07-25 | 2020-12-29 | $6,456 | $4,423 | $2,033 | $2,033 | |
| 25. PALO ALTO NETWORKS INC | 2020-02-11 | 2020-12-29 | $8,914 | $6,168 | $2,746 | $2,746 | |
| 147. PIONEER NAT RES CO | 2019-05-09 | 2020-12-29 | $16,292 | $24,480 | -$8,188 | -$8,188 | |
| 515.147 BOSTON PARTNERS ALL-CAP VALUE INSTL FD #7007 | 2018-08-02 | 2020-12-29 | $14,249 | $14,133 | $116 | $116 | |
| 333.012 BOSTON PARTNERS SMALL CAP VALUE II INSTL FD #77 | 2019-12-27 | 2020-12-29 | $8,552 | $8,572 | -$20 | -$20 | |
| 28. SALESFORCE.COM INC | 2019-02-13 | 2020-12-29 | $6,225 | $4,529 | $1,696 | $1,696 | |
| 66. STARBUCKS CORP | 2019-02-13 | 2020-12-29 | $6,948 | $4,636 | $2,312 | $2,312 | |
| 27. STRYKER CORP | 2019-05-09 | 2020-12-29 | $6,511 | $5,082 | $1,429 | $1,429 | |
| 246. TAIWAN SEMICONDUCTOR MFG CO LTD | 2019-11-13 | 2020-12-29 | $25,972 | $13,023 | $12,949 | $12,949 | |
| 17. THERMO FISHER SCIENTIFIC INC | 2019-02-13 | 2020-12-29 | $7,873 | $4,213 | $3,660 | $3,660 | |
| 11. ULTA BEAUTY INC | 2020-11-04 | 2020-12-29 | $3,042 | $2,397 | $645 | $645 | |
| 23. UNITEDHEALTH GROUP INC | 2019-11-13 | 2020-12-29 | $8,000 | $5,856 | $2,144 | $2,144 | |
| 18. VEEVA SYSTEMS INC | 2020-07-28 | 2020-12-29 | $4,952 | $4,522 | $430 | $430 | |
| 9.089 VICTORY SYCAMORE ESTABLISHED VALUE CL I FD #203 | 2018-08-02 | 2020-12-29 | $367 | $385 | -$18 | -$18 | |
| 48. VISA INC CL A | 2019-03-27 | 2020-12-29 | $10,303 | $7,015 | $3,288 | $3,288 | |
| 707. WALMART STORES INC | 2019-04-10 | 2020-12-29 | $102,052 | $69,372 | $32,680 | $32,680 | |
| 139. WELLS FARGO & CO NEW | 2020-07-28 | 2020-12-29 | $4,141 | $3,551 | $590 | $590 | |
| 28. AON PLC | 2019-04-10 | 2020-12-29 | $5,800 | $4,835 | $965 | $965 | |
| 9. ASML HLDG NV NY REG SHS | 2020-07-28 | 2020-12-29 | $4,366 | $3,393 | $973 | $973 | |
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P | |||||
| CAPITAL GAIN DIVIDENDS | $175,908 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $952,545 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,301 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $16,301 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $16,301 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $23,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $23,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,699 | OverpaymentAmt |
| Applied To ES Tax | $6,699 | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OLD NATIONAL WEALTH MANAGEMENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8124641584 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 207 | AddressLine1Txt |
| City | EVANSVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47702 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 | 5 | $36,627 |
| MARI H GEORGE | ||||||
| 701 WABASH AVENUE | TERRE HAUTE | IN | 47807 | COMMITTEE AS NEEDED | 1 | $0 |
| ANTON GEORGE | ||||||
| 701 WABASH AVENUE | TERRE HAUTE | IN | 47807 | COMMITTEE AS NEEDED | 1 | $0 |
| W CURTIS BRIGHTON | ||||||
| 701 WABASH AVENUE | TERRE HAUTE | IN | 47807 | COMMITTEE AS NEEDED | 1 | $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 | $13,551,379 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,551,379 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,551,379 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $203,271 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,348,108 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $667,405 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $667,405 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,301 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,301 | TotalTaxAmt |
| Distributable Before Adj | $651,104 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $651,104 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $651,104 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $591,031 | 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 | $591,031 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $591,031 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $651,104 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $549,662 | 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 | $591,031 | QualifyingDistributionsAmt |
| Applied To Year1 | $549,662 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $41,369 | 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 | $609,735 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JULIE SCHLOSSER OLD NAT WEALTH MG | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1447 | AddressLine1Txt |
| City | TERRE HAUTE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47808 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8124627459 | RecipientPhoneNum |
| Form And Info And Materials | NO FORMAL APPLICATION IS REQUIRED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ST BENEDICTS CHURCH | ||||||||
| 111 S 9TH ST | TERRE HAUTE | IN | 47807 | NONE | PC | PROGRAM SUPPORT | $1,500 | |
| ST JOESEPH'S CHURCH | ||||||||
| 113 SOUTH 5TH STREET | TERRE HAUTE | IN | 47807 | NONE | PC | PROGRAM SUPPORT | $1,500 | |
| ST PATRICKS CHURCH | ||||||||
| 1807 POPLAR | TERRE HAUTE | IN | 47803 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| SISTERS OF PROVIDENCE | ||||||||
| 1 PROVIDENCE PL | ST MARY OF THE WOODS | IN | 47876 | NONE | PC | PROGRAM SUPPORT | $1,500 | |
| YMCA OF THE WABASH VALLEY | ||||||||
| 225 KRUZAN ST | BRAZIL | IN | 478342238 | NONE | PC | PROGRAM SUPPORT | $25,000 | |
| ART SPACES INC | ||||||||
| 669 OHIO ST | TERRE HAUTE | IN | 47807 | NONE | PC | PROGRAM SUPPORT | $10,000 | ATTN MARY KRAMER |
| SEELYVILLE FIRE DEPARTMENT | ||||||||
| PO BOX 267 | SEELYVILLE | IN | 47878 | NONE | PC | PROGRAM SUPPORT | $1,500 | |
| REITZ HOME PRESERVATION SOCIETY INC | ||||||||
| 112 CHESTNUT ST | EVANSVILLE | IN | 47713 | NONE | PC | PROGRAM SUPPORT | $10,000 | REITZ HOME MUSEUM |
| CANDLES HOLOCAUST MUSEUM | ||||||||
| 1532 S 3RD ST | TERRE HAUTE | IN | 47802 | NONE | PC | PROGRAM SUPPORT | $20,000 | |
| VIGO COUNTY EDUCATION FOUNDATION | ||||||||
| PO BOX 3703 | TERRE HAUTE | IN | 478080703 | NONE | PC | PROGRAM SUPPORT | $20,000 | ATTN JANE NICHOLS |
| ESKENAZI HEALTH FOUNDATION INC | ||||||||
| 720 ESKENAZI AVE | INDIANAPOLIS | IN | 46202 | NONE | PC | PROGRAM SUPPORT | $25,000 | |
| TERRE HAUTE CHILDRENS MUSEUM | ||||||||
| 727 WABASH AVE | TERRE HAUTE | IN | 478073217 | NONE | PC | PROGRAM SUPPORT | $25,000 | ATTN JAMIE MCDOWELL |
| GIBAULT INC | ||||||||
| 6401 S US HWY 41 | TERRE HAUTE | IN | 47802 | NONE | PC | PROGRAM SUPPORT | $2,000 | MICHELE MADLEY CEO |
| RILEY CHILDREN'S FOUNDATION | ||||||||
| 30 S MERIDIAN ST STE 200 | INDIANAPOLIS | IN | 462043537 | NONE | PC | PROGRAM SUPPORT | $20,000 | C/O BJ CRIPE |
| ST MARY OF THE WOODS COLLEGE | ||||||||
| PO BOX 70 | ST MARY OF THE WOODS | IN | 47876 | NONE | PC | PROGRAM SUPPORT | $20,000 | KAREN DYER |
| TERRE HAUTE BOYS & GIRLS CLUB | ||||||||
| 924 N 13TH ST | TERRE HAUTE | IN | 47807 | NONE | PC | PROGRAM SUPPORT | $10,000 | NATE GREEN |
| WHEELER MISSION MINISTRIES | ||||||||
| 205 E NEW YORK ST | INDIANAPOLIS | IN | 46204 | NONE | PC | PROGRAM SUPPORT | $10,000 | ATTN GIFT OFFICE |
| UNITED WAY OF CENTRAL INDIANA INC | ||||||||
| 2955 N MERIDIAN ST STE 300 | INDIANAPOLIS | IN | 46208 | NONE | PC | PROGRAM SUPPORT | $7,500 | ANN MURTLOW |
| UNITED WAY OF THE WABASH VALLEY | ||||||||
| 100 S 7TH ST | TERRE HAUTE | IN | 47807 | NONE | PC | PROGRAM SUPPORT | $20,000 | RICHARD PAYONK EXECUTIVE DIRECTOR |
| ARCHDIOCESE OF INDIANAPOLIS | ||||||||
| 7452 KING GEORGE DR | INDIANAPOLIS | IN | 46260 | NONE | PC | PROGRAM SUPPORT | $5,000 | SISTER DIANE CAROLLO SGL |
| MONASTERY OF ST CLARE | ||||||||
| 6825 NURRENBURN RD | EVANSVILLE | IN | 477129103 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| VIGO COUNTY HISTORICAL SOCIETY INC | ||||||||
| 929 WABASH AVE | TERRE HAUTE | IN | 47807 | NONE | PC | PROGRAM SUPPORT | $50,000 | ATTN SUSAN TINGLEY |
| TERRE HAUTE SYMPHONY ORCHESTRA | ||||||||
| 25 N 6TH ST | TERRE HAUTE | IN | 47807 | NONE | PC | PROGRAM SUPPORT | $25,000 | ATTN DAVID BOWDEN |
| SWOPE ART MUSEUM INC | ||||||||
| 25 S 7TH ST | TERRE HAUTE | IN | 47807 | NONE | PC | PROGRAM SUPPORT | $50,000 | |
| HAPPINESS BAG INC | ||||||||
| 3833 UNION RD | TERRE HAUTE | IN | 47802 | NONE | PC | PROGRAM SUPPORT | $2,000 | JODI MOAN EXECUTIVE DIRECTOR |
| ARTS ILLIANA INC | ||||||||
| 23 N 6TH ST | TERRE HAUTE | IN | 47807 | NONE | PC | PROGRAM SUPPORT | $7,500 | |
| RONALD MCDONALD HOUSE OF INDIANA | ||||||||
| 435 LIMESTONE ST | INDIANAPOLIS | IN | 462022819 | NONE | PC | PROGRAM SUPPORT | $5,000 | |
| UNION HEALTH FOUNDATION INC | ||||||||
| 1606 N 7TH ST | TERRE HAUTE | IN | 47804 | NONE | PC | PROGRAM SUPPORT | $10,000 | ATTN JOEL HARBAUGH |
| WABASH VALLEY HABITAT FOR HUMANITY | ||||||||
| 2313 TIPPECANOE | TERRE HAUTE | IN | 47807 | NONE | PC | PROGRAM SUPPORT | $5,000 | ATTN ANNETTE HOUCHIN |
| SHEPHERD COMMUNITY INC | ||||||||
| 4107 E WASHINGTON ST | INDIANAPOLIS | IN | 46201 | NONE | PC | PROGRAM SUPPORT | $10,000 | |
| TERRE HAUTE POLICE DEPARTMENT | ||||||||
| 1211 WABASH AVE | TERRE HAUTE | IN | 47807 | NONE | PC | PROGRAM SUPPORT | $2,000 | |
| CARMELITE MONASTERY | ||||||||
| 59 ALLENDALE | TERRE HAUTE | IN | 47802 | NONE | PC | PROGRAM SUPPORT | $2,000 | |
| LEAGUE OF TERRE HAUTE INCORPORATED | ||||||||
| PO BOX 3382 | TERRE HAUTE | IN | 47803 | NONE | PC | PROGRAM SUPPORT | $2,000 | ATTN DR MEGAN RUSSO KIRK |
| IU HEALTH FOUNDATION | ||||||||
| 1633 N CAPITOL AVE STE 1200 | INDIANAPOLIS | IN | 46202 | NONE | PC | PROGRAM SUPPORT | $5,000 | MARYA JONES |
| BIG BROTHERS BIG SISTERS OF VIGO CO | ||||||||
| 1101 S 13TH ST | TERRE HAUTE | IN | 478021409 | NONE | PC | PROGRAM SUPPORT | $2,000 | |
| WABASH VALLEY COUNCIL OF BOY SCOUTS | ||||||||
| 501 S 25TH ST | TERRE HAUTE | IN | 47803 | NONE | PC | PROGRAM SUPPORT | $7,500 | JEAN MANKA |
| MAYO CLINIC HEALTH SYSTEM | ||||||||
| 1000 FIRST DR NW | AUSTIN | MN | 55912 | NONE | PC | PROGRAM SUPPORT | $50,000 | |
| CONQUER PARALYSIS NOW | ||||||||
| 701 E BRIDGER AVE STE 150 | LAS VEGAS | NV | 891018954 | NONE | PC | PROGRAM SUPPORT | $50,000 | |
| MIRACLE ON 7TH STREET | ||||||||
| 132 S 7TH STS | TERRE HAUTE | IN | 47807 | NONE | PC | PROGRAM SUPPORT | $10,000 | ATTN TERRY HOGAN |
| LAUNCH TERRE HAUTE | ||||||||
| 619 CHERRY ST | TERRE HAUTE | IN | 47807 | NONE | PC | PROGRAM SUPPORT | $2,000 | SHELLEY KLINGERMAN |
| SAINT JOHNS HEALTH CENTER FOUNDATION | ||||||||
| 2121 SANTA MONICA BLVD | SANTA MONICA | CA | 90404 | NONE | PC | PROGRAM SUPPORT | $17,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $560,000 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $227,554 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $952,545 | 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 | $1,180,099 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,180,099 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,000 | Amt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $532 | $532 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $34,033 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $23,000 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $41 | $41 | $0 |