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MICHAEL P & LORENA K SCHMITT TR FBO RAINTREE GIRL SCOUTS COUNCIL: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
MICHAEL P & LORENA K SCHMITT TR FBO RAINTREE GIRL SCOUTS COUNCIL (EIN 35-6396182)
Tax period
2020-10-01 to 2021-09-30
Filed
2021-12-14
IRS object ID
202143489349100324
Schema version
2020v4.1
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

FieldValueIRS element (for citing)
Return2021-12-14T14:00:13-06:00ReturnTs
Tax Period End2021-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN010604131PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1TRUST PROCESSING SOLUTIONSBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 894AddressLine1Txt
CityMILFORDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP451500894ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN356396182EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SCHMITT FBO RAINTREE GIRL SCOUTS XXX-XX-XXXXBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSCHMBusinessNameControlTxt
Phone8124641584PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O BOX 207AddressLine1Txt
CityEVANSVILLECityNm
State AbbreviationINStateAbbreviationCd
ZIP477020207ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonOLD NATIONAL WEALTH MANAGEMENTPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8124641584PhoneNum
Signature2021-10-27SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDOUG HARTPreparerPersonNm
PTINP00241831PTIN
Phone5137748805PhoneNum
Preparation2021-10-27PreparationDt

Additional Filer Information AdditionalFilerInformation

FieldValueIRS element (for citing)
Trusted CustomerTrustedCustomerGrp
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$88,633FMVAssetsEOYAmt

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$865DividendsRevAndExpnssAmt
Dividends Net Invst Incm$865DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$5,968NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$25,717GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$5,968CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$0NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$6,833TotalRevAndExpnssAmt
Total Net Invst Incm$6,833TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$1,076CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$194CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$882CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$0OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$1,000AccountingFeesChrtblPrpsAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$50TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm$0PrintingAndPubAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$2,126TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$194TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,882TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,126TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$194TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$3,882TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,707ExcessRevenueOverExpensesAmt
Net Investment Income$6,639NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Acct Rcvbl EOY$0AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$0AcctRcvblEOYFMVAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Investments BOY$62,382OtherInvestmentsBOYAmt
Other Investments EOY$65,089OtherInvestmentsEOYAmt
Other Investments EOYFMV$88,633OtherInvestmentsEOYFMVAmt
Total Assets BOY$62,382TotalAssetsBOYAmt
Total Assets EOY$65,089TotalAssetsEOYAmt
Total Assets EOYFMV$88,633TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$62,382CapitalStockBOYAmt
Capital Stock EOY$65,089CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$62,382TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$65,089TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$62,382TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$65,089TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$62,382TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,707ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$65,089SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$65,089TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (98 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
6.07 INVESCO OPPENHEIMER INTL GROWTH CL R6 FD #70632017-06-062020-11-24$310$249$61$61
1.796 CARILLON EAGLE SMALL CAP GROWTH CL I FD #39332019-01-242020-11-24$120$88$32$32
12.546 DELAWARE VALUE INSTL FD #4592018-09-102020-11-24$270$287-$17-$17
18.07 OAKMARK INTL INSTL FD #28862018-01-292020-11-24$455$479-$24-$24
5.541 JANUS HENDERSON ENTERPRISE CL I FD #1022019-11-202020-11-24$905$662$243$243
6.917 JPMORGAN US SMALL COMPANY CL L FD #13842016-08-092020-11-24$140$113$27$27
8.68 CLEARBRIDGE LARGE CAP VALUE CL I FD #32019-01-242020-11-24$305$257$48$48
37.318 PIONEER FUNDAMENTAL GROWTH CL Y FD #7402019-09-182020-11-24$1,130$988$142$142
1.618 BOSTON PARTNERS ALL-CAP VALUE INSTL FD #70072014-01-272020-11-24$45$33$12$12
5.549 BOSTON PARTNERS SMALL CAP VALUE II INSTL FD #772019-11-202020-11-24$140$141-$1-$1
202.118 VANGUARD SHORT TERM BOND INDEX ADM FD #51322019-11-202020-11-24$2,195$2,133$62$62
36.232 VICTORY SYCAMORE ESTABLISHED VALUE CL I FD #2032019-11-202020-11-24$1,525$1,206$319$319
1.485 INVESCO OPPENHEIMER INTL GROWTH CL R6 FD #70632017-06-062020-12-10$77$61$16$16
13.085 DELAWARE VALUE INSTL FD #4592018-09-102020-12-10$284$299-$15-$15
1.307 DRIEHAUS EMERGING MKTS GROWTH INSTL FD #232018-09-102020-12-10$64$46$18$18
6.403 OAKMARK INTL INSTL FD #28862018-09-102020-12-10$163$165-$2-$2
3.981 CLEARBRIDGE LARGE CAP VALUE CL I FD #32019-01-242020-12-10$139$109$30$30
2.995 BOSTON PARTNERS ALL-CAP VALUE INSTL FD #70072014-01-272020-12-10$83$61$22$22
.94 ROWE T PRICE BLUE CHIP GROWTH2008-11-252020-12-10$154$20$134$134
.237 VANGUARD GROWTH INDEX ADM FD #5092020-11-242020-12-10$30$29$1$1
2.186 DELAWARE VALUE INSTL FD #4592018-09-102021-02-24$50$50
5.412 OAKMARK INTL INSTL FD #28862018-09-102021-02-24$155$137$18$18
3.598 BOSTON PARTNERS ALL-CAP VALUE INSTL FD #70072020-01-232021-02-24$110$94$16$16
1.137 ROWE T PRICE BLUE CHIP GROWTH2020-01-232021-02-24$195$46$149$149
95.935 VANGUARD INTERMEDIATE TERM BOND INDEX ADM FD #53142019-11-202021-02-24$1,180$1,066$114$114
.746 VANGUARD GROWTH INDEX ADM FD #5092020-11-242021-02-24$100$92$8$8
2.167 VICTORY SYCAMORE ESTABLISHED VALUE CL I FD #2032020-01-232021-02-24$100$87$13$13
3.372 INVESCO OPPENHEIMER INTL GROWTH CL R6 FD #70632018-09-102021-06-23$170$138$32$32
21.846 DELAWARE VALUE INSTL FD #4592020-06-242021-06-23$527$400$127$127
316.548 DELAWARE VALUE INSTL FD #4592019-11-202021-06-23$7,632$7,170$462$462
1.171 OAKMARK INTL INSTL FD #28862018-09-102021-06-23$35$30$5$5
.087 JANUS HENDERSON ENTERPRISE CL I FD #1022016-04-212021-06-23$15$8$7$7
37.671 PIONEER FUNDAMENTAL GROWTH CL Y FD #7402019-09-182021-06-23$1,320$998$322$322
3.788 BOSTON PARTNERS ALL-CAP VALUE INSTL FD #70072014-01-272021-06-23$125$77$48$48
2.319 BOSTON PARTNERS SMALL CAP VALUE II INSTL FD #772019-11-202021-06-23$75$59$16$16
34.128 VANGUARD INTERMEDIATE TERM BOND INDEX ADM FD #53142018-09-102021-06-23$415$374$41$41
.861 VANGUARD GROWTH INDEX ADM FD #5092020-11-242021-06-23$125$107$18$18
2.424 VICTORY SYCAMORE ESTABLISHED VALUE CL I FD #2032016-04-212021-06-23$120$78$42$42
2.716 INVESCO OPPENHEIMER INTL GROWTH CL R6 FD #70632018-09-102021-08-19$141$111$30$30
9.629 CLEARBRIDGE LARGE CAP VALUE CL I FD #32020-01-232021-08-19$377$330$47$47
7.411 PIMCO MODERATE DURATION INSTL FUND #1202020-01-232021-08-19$78$77$1$1
10.834 PIONEER FUNDAMENTAL GROWTH CL Y FD #7402020-06-242021-08-19$394$298$96$96
1.415 BOSTON PARTNERS ALL-CAP VALUE INSTL FD #70072014-01-272021-08-19$47$29$18$18
2.68 ROWE T PRICE BLUE CHIP GROWTH2008-11-252021-08-19$510$58$452$452
8.198 TOUCHSTONE VALUE INSTL FD2021-06-232021-08-19$92$93-$1-$1
8.845 VANGUARD SHORT TERM BOND INDEX ADM FD #51322020-06-242021-08-19$95$96-$1-$1
7.067 VANGUARD INTERMEDIATE TERM BOND INDEX ADM FD #53142018-09-102021-08-19$87$77$10$10
1.118 VANGUARD GROWTH INDEX ADM FD #5092020-11-242021-08-19$170$138$32$32
.168 VICTORY SYCAMORE ESTABLISHED VALUE CL I FD #2032016-04-212021-08-19$8$5$3$3
CAPITAL GAIN DIVIDENDS$2,735P
CAPITAL GAIN DIVIDENDS$2,735P
CAPITAL GAIN DIVIDENDS$2,735P
CAPITAL GAIN DIVIDENDS$2,735P
CAPITAL GAIN DIVIDENDS$2,735P
CAPITAL GAIN DIVIDENDS$2,735P
CAPITAL GAIN DIVIDENDS$2,735P
CAPITAL GAIN DIVIDENDS$2,735P
CAPITAL GAIN DIVIDENDS$2,735P
CAPITAL GAIN DIVIDENDS$2,735P
CAPITAL GAIN DIVIDENDS$2,735P
CAPITAL GAIN DIVIDENDS$2,735P
CAPITAL GAIN DIVIDENDS$2,735P
CAPITAL GAIN DIVIDENDS$2,735P
CAPITAL GAIN DIVIDENDS$2,735P
CAPITAL GAIN DIVIDENDS$2,735P
CAPITAL GAIN DIVIDENDS$2,735P
CAPITAL GAIN DIVIDENDS$2,735P
CAPITAL GAIN DIVIDENDS$2,735P
CAPITAL GAIN DIVIDENDS$2,735P
CAPITAL GAIN DIVIDENDS$2,735P
CAPITAL GAIN DIVIDENDS$2,735P
CAPITAL GAIN DIVIDENDS$2,735P
CAPITAL GAIN DIVIDENDS$2,735P
CAPITAL GAIN DIVIDENDS$2,735P
CAPITAL GAIN DIVIDENDS$2,735P
CAPITAL GAIN DIVIDENDS$2,735P
CAPITAL GAIN DIVIDENDS$2,735P
CAPITAL GAIN DIVIDENDS$2,735P
CAPITAL GAIN DIVIDENDS$2,735P
CAPITAL GAIN DIVIDENDS$2,735P
CAPITAL GAIN DIVIDENDS$2,735P
CAPITAL GAIN DIVIDENDS$2,735P
CAPITAL GAIN DIVIDENDS$2,735P
CAPITAL GAIN DIVIDENDS$2,735P
CAPITAL GAIN DIVIDENDS$2,735P
CAPITAL GAIN DIVIDENDS$2,735P
CAPITAL GAIN DIVIDENDS$2,735P
CAPITAL GAIN DIVIDENDS$2,735P
CAPITAL GAIN DIVIDENDS$2,735P
CAPITAL GAIN DIVIDENDS$2,735P
CAPITAL GAIN DIVIDENDS$2,735P
CAPITAL GAIN DIVIDENDS$2,735P
CAPITAL GAIN DIVIDENDS$2,735P
CAPITAL GAIN DIVIDENDS$2,735P
CAPITAL GAIN DIVIDENDS$2,735P
CAPITAL GAIN DIVIDENDS$2,735P
CAPITAL GAIN DIVIDENDS$2,735P
CAPITAL GAIN DIVIDENDS$2,735P
FieldValueIRS element (for citing)
Capital Gain Net Income$5,968CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$92InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$92SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$92TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$77EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$77TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$15TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateINOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1OLD NATIONAL WEALTH MANAGEMENTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8124641584PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 207AddressLine1Txt
CityEVANSVILLECityNm
State AbbreviationINStateAbbreviationCd
ZIP47702ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonOLD NATIONAL WEALTH MANAGEMENTPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 207AddressLine1Txt
CityEVANSVILLECityNm
State AbbreviationINStateAbbreviationCd
ZIP47702ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos2AverageHrsPerWkDevotedToPosRt
Compensation$1,076CompensationAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$87,017AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$87,017TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$87,017AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,305CashDeemedCharitableAmt
Net Vl Noncharitable Assets$85,712NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,286MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,286MinimumInvestmentReturnAmt
Tax Based On Investment Income$92TaxBasedOnInvestmentIncomeAmt
Total Tax$92TotalTaxAmt
Distributable Before Adj$4,194DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$4,194DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$4,194DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,882ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$3,882QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$3,882AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,194DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,466ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$4,795ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,164ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$118ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$7,543TotalExcessDistributionCyovAmt
Qualifying Distributions$3,882QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$3,882AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$312ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$312ExcessDistributionCyovAppCYAmt
Total Corpus$7,231TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$7,231ExcessDistriCyovToNextYrAmt
Excess From Year4$1,154ExcessFromYear4Amt
Excess From Year3$4,795ExcessFromYear3Amt
Excess From Year2$1,164ExcessFromYear2Amt
Excess From Year1$118ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNAContributingManagerNm
Shareholder ManagerNAShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1GIRL SCOUTSBusinessNameLine1Txt
Business Name Line2OF SOUTHWEST INDIANA INCBusinessNameLine2Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line15000 E VIRGINIA ST STE 2AddressLine1Txt
CityEVANSVILLECityNm
State AbbreviationINStateAbbreviationCd
ZIP47715ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposePROGRAM SUPPORTGrantOrContributionPurposeTxt
Amt$2,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$865ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$5,968ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$6,833ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$6,833TotalIncomeProducingActyAmt
FieldValueIRS element (for citing)
Rln Of Acty To Accom Of Exmpt PrpsRlnOfActyToAccomOfExmptPrpsGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEE (NON-ALLOCCategoryTxt
Amt$1,000Amt
Disbursements Charitable Prps$1,000DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL ESTIMATES - PRINCIPAL$50$0$0
FOREIGN TAXES ON QUALIFIED FOR$0$0