ALVIN C & HILDA J RUXER TR: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ALVIN C & HILDA J RUXER TR (EIN 58-6239126)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-16
- IRS object ID
- 202041689349101004
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-16T11:04:23-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 586239126 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALVIN C & HILDA J RUXER IUA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RUXE | BusinessNameControlTxt |
| Phone | 5135345310 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 630858 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452630858 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATTHEW CAROTHERS | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 5135345310 | PhoneNum |
| Signature | 2020-05-13 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $425,219 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $280 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $280 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $10,696 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $10,464 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $90,504 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $386,462 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $90,504 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $101,480 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $101,248 | TotalNetInvstIncmAmt |
| 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 | $500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $569 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $381 | 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 | $2,636 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,636 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $4,205 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,517 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $20,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $20,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $24,205 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,517 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $20,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $77,275 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $97,731 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1 | CashBOYAmt |
| Cash EOY | $1 | CashEOYAmt |
| Cash EOYFMV | $1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $8,438 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $27,438 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $27,438 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $175,578 | CorporateStockBOYAmt |
| Corporate Stock EOY | $308,019 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $335,162 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $138,548 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $63,565 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $62,618 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $322,565 | TotalAssetsBOYAmt |
| Total Assets EOY | $399,023 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $425,219 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $322,565 | CapitalStockBOYAmt |
| Capital Stock EOY | $399,023 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $322,565 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $399,023 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $322,565 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $399,023 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $322,565 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $77,275 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $399,840 | SubtotalAmt |
| Other Decreases | $817 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $399,023 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (41 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 824.148 LITMAN GREGORY MASTERS ALT STRATEGIES INSTL | 2014-12-11 | 2019-01-16 | $9,280 | $9,560 | -$280 | -$280 | |
| 800. NUVEEN SHORT DURATION HIYLD MUNI | 2014-06-25 | 2019-05-21 | $8,368 | $8,000 | $368 | $368 | |
| 514.403 NUVEEN SHORT DURATION HIYLD MUNI | 2014-01-24 | 2019-05-21 | $5,381 | $5,000 | $381 | $381 | |
| 1015.801 INVESCO OPPENHEIMER STEELPATH MLP SELECT 40 FUND - CLASS Y | 2018-01-05 | 2019-06-10 | $7,862 | $8,229 | -$367 | -$367 | |
| 419.463 INVESCO OPPENHEIMER STEELPATH MLP SELECT 40 FUND - CLASS Y | 2013-06-10 | 2019-06-10 | $3,247 | $3,386 | -$139 | -$139 | |
| 3684.598 DODGE & COX INCOME FD COM | 2016-04-20 | 2019-06-10 | $51,069 | $50,000 | $1,069 | $1,069 | |
| 1636.661 FEDERATED STRATEGIC VALUE DIVIDEND INSTL | 2016-04-20 | 2019-06-10 | $9,214 | $10,000 | -$786 | -$786 | |
| 4938.272 FEDERATED STRATEGIC VALUE DIVIDEND INSTL | 2012-03-05 | 2019-06-10 | $27,802 | $24,000 | $3,802 | $3,802 | |
| 2108.494 HARBOR FD CAP APPRECIATION FD | 2011-03-15 | 2019-06-10 | $153,899 | $77,803 | $76,096 | $76,096 | |
| 191.873 HOTCHKIS & WILEY HIGH YIELD I | 2017-06-02 | 2019-06-10 | $2,230 | $2,372 | -$142 | -$142 | |
| 29.99827 ISHARES TRUST-S&P 400 MIDCAP ETF [RIC] | 2018-01-05 | 2019-06-10 | $5,724 | $5,792 | -$68 | -$68 | |
| 16.00173 ISHARES TRUST-S&P 400 MIDCAP ETF [RIC] | 2018-01-05 | 2019-06-10 | $3,054 | $3,090 | -$36 | -$36 | |
| 21. ISHARES TR S&P SMALLCAP 600 INDEX FD ETF | 2018-01-05 | 2019-06-10 | $1,605 | $1,632 | -$27 | -$27 | |
| 1260.504 JPMORGAN STRATEGIC INCOME OPPORTUNITIES FUND 3844 CLASS I | 2014-07-10 | 2019-06-10 | $14,508 | $15,000 | -$492 | -$492 | |
| 8.765 TOUCHSTONE FLEXIBLE INCOME FUND CLASS Y | 2006-12-08 | 2019-06-10 | $95 | $102 | -$7 | -$7 | |
| .647 TOUCHSTONE FLEXIBLE INCOME FUND CLASS Y | 2004-12-09 | 2019-06-10 | $7 | $7 | |||
| 2.73 TOUCHSTONE FLEXIBLE INCOME FUND CLASS Y | 2005-12-09 | 2019-06-10 | $30 | $31 | -$1 | -$1 | |
| 922.508 TOUCHSTONE FLEXIBLE INCOME FUND CLASS Y | 2004-05-21 | 2019-06-10 | $10,009 | $10,000 | $9 | $9 | |
| 374.532 TOUCHSTONE FLEXIBLE INCOME FUND CLASS Y | 2015-03-13 | 2019-06-10 | $4,064 | $4,000 | $64 | $64 | |
| 27.861 TOUCHSTONE FLEXIBLE INCOME FUND CLASS Y | 2007-12-10 | 2019-06-10 | $302 | $295 | $7 | $7 | |
| 9.967 TOUCHSTONE FLEXIBLE INCOME FUND CLASS Y | 2018-12-12 | 2019-06-10 | $108 | $105 | $3 | $3 | |
| 483.559 TOUCHSTONE FLEXIBLE INCOME FUND CLASS Y | 2011-02-04 | 2019-06-10 | $5,247 | $5,000 | $247 | $247 | |
| 1.144 TOUCHSTONE FLEXIBLE INCOME FUND CLASS Y | 2008-12-10 | 2019-06-10 | $12 | $8 | $4 | $4 | |
| 150. VANGUARD MSCI EAFE ETF [RIC] | 2016-04-20 | 2019-06-10 | $6,188 | $5,627 | $561 | $561 | |
| 200. VANGUARD FTSE EMERGING MARKETS ETF | 2016-04-20 | 2019-06-10 | $8,254 | $7,086 | $1,168 | $1,168 | |
| 150. VANGUARD REAL ESTATE ETF | 2010-09-13 | 2019-06-10 | $13,291 | $6,887 | $6,404 | $6,404 | |
| 150. WISDOMTREE GLOBAL EX-U.S. QUALITY DIVIDEND GROWTH FUND | 2016-04-20 | 2019-06-10 | $6,059 | $5,872 | $187 | $187 | |
| 524.486 DOUBLELINE TOTAL RETURN BOND I | 2016-04-20 | 2019-06-24 | $5,617 | $5,701 | -$84 | -$84 | |
| 66.02 FIDELITY 500 INDEX FD INST PREMIUM | 2019-06-10 | 2019-06-24 | $6,785 | $6,645 | $140 | $140 | |
| 111.463 ARIEL INTL FD INST | 2019-06-10 | 2019-10-18 | $1,494 | $1,448 | $46 | $46 | |
| 125.761 DOUBLELINE TOTAL RETURN BOND I | 2016-04-20 | 2019-10-18 | $1,349 | $1,367 | -$18 | -$18 | |
| 77.618 FIDELITY 500 INDEX FD INST PREMIUM | 2019-06-10 | 2019-10-18 | $8,060 | $7,812 | $248 | $248 | |
| 469.859 SEAFARER OVERSEAS GR AND INCOME INSTITUTIONAL SHARES | 2019-06-10 | 2019-10-18 | $5,450 | $5,197 | $253 | $253 | |
| 42.061 GOLDMAN SACHS ABS RETURN TRACKER | 2019-06-10 | 2019-10-18 | $413 | $406 | $7 | $7 | |
| 244.842 HARDING LOEVNER INTL EQUITY INST | 2019-06-10 | 2019-10-18 | $5,436 | $5,360 | $76 | $76 | |
| 2. ISHARES TRUST-S&P 400 MIDCAP ETF [RIC] | 2018-01-05 | 2019-10-18 | $386 | $386 | |||
| 7. ISHARES TR S&P SMALLCAP 600 INDEX FD ETF | 2018-01-05 | 2019-10-18 | $548 | $550 | -$2 | -$2 | |
| 55.543 JPMORGAN EQUITY INCOME FUND 3128 CLASS I | 2019-06-10 | 2019-10-18 | $1,026 | $996 | $30 | $30 | |
| 34.982 FIDELITY 500 INDEX FD INST PREMIUM | 2019-06-10 | 2019-12-20 | $3,906 | $3,521 | $385 | $385 | |
| 37.008 HARDING LOEVNER INTL EQUITY INST | 2019-06-10 | 2019-12-20 | $876 | $810 | $66 | $66 | |
| CAPITAL GAIN DIVIDENDS | $1,153 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $90,504 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $21,325 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $387,049 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.055096 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $9,898 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $392,909 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.025192 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $8,540 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $356,851 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.023932 | DistributionYr3Rt |
| Total Distribution | 0.10422 | TotalDistributionRt |
| Average Distribution | 0.03474 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $414,696 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $14,407 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $977 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $15,384 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $20,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $977 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $977 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $977 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $42 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $42 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $3 | EsPenaltyAmt |
| Tax Due | $938 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | 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 | FIFTH THIRD BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8124563084 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 719 | AddressLine1Txt |
| City | EVANSVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47705 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FIFTH THIRD BANK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 719 | AddressLine1Txt |
| City | EVANSVILLE | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47705 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $393,627 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $27,384 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $421,011 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $421,011 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,315 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $414,696 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $20,735 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $20,735 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $977 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $977 | TotalTaxAmt |
| Distributable Before Adj | $19,758 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $19,758 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $19,758 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $20,500 | 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 | $20,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $977 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $19,523 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $19,758 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $16,281 | 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 | $20,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $16,281 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,219 | 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 | $15,539 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLY FAMILY CATHOLIC CHURCH | BusinessNameLine1Txt |
| Business Name Line2 | ATTN FATHER BOEGLIN | BusinessNameLine2Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 950 CHURCH AVE | AddressLine1Txt |
| City | JASPER | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47546 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GRANT | GrantOrContributionPurposeTxt |
| Amt | $20,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $20,000 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $280 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $10,696 | RelatedOrExemptFunctionIncmAmt |
| 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 | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $90,504 | RelatedOrExemptFunctionIncmAmt |
| 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 | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $101,480 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $101,480 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (6 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | INVESTMENT INCOME EARNED BY THIS TRUST IS USED TO MAKE CHARITABLE |
| 4 | CONTRIBUTIONS TO ORGANIZATIONS SPECIFIED BY THE GOVERNING AGREEMENT |
| 8 | INVESTMENT INCOME EARNED BY THIS TRUST IS USED TO MAKE CHARITABLE |
| 8 | CONTRIBUTIONS TO ORGANIZATIONS SPECIFIED BY THE GOVERNING AGREEMENT |
| 3 | INVESTMENT INCOME EARNED BY THIS TRUST IS USED TO MAKE CHARITABLE |
| 3 | CONTRIBUTIONS TO ORGANIZATIONS SPECIFIED BY THE GOVERNING AGREEMENT |
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 |
| Net Investment Income | $500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $500 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Indiana does not require a copy of the form 990-PF. | ExplanationTxt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| RETURN OF CAPITAL ADJUSTMENT | $815 |
| ROUNDING | $2 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK SERVICE FEES | $1,213 | $1,213 | $0 |
| BANK SERVICE FEES | $1,213 | $1,213 | $0 |
| BANK SERVICE FEES | $105 | $105 | $0 |
| BANK SERVICES FEES | $105 | $105 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PRIOR YEAR EXCISE TAX PAID | $146 | $0 | $0 |
| EXCISE TAX ESTIMATE | $42 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $380 | $380 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $1 | $1 | $0 |