WILLIAM HOWARD PARKS SCHOLARSHIP TR: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM HOWARD PARKS SCHOLARSHIP TR (EIN 46-6355255)
- Tax period
- 2023-11-01 to 2024-10-31
- Filed
- 2025-03-08
- IRS object ID
- 202540679349100014
- Schema version
- 2023v6.0
- 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
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-03-08T16:27:38-05:00 | ReturnTs |
| Tax Period End | 2024-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 352068119 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NARAGON & PURDY INC CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 102 N HEETER ST | AddressLine1Txt |
| City | NORTH MANCHESTER | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 469621955 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 466355255 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM HOWARD PARKS SCHOLARSHIP TR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 2609823808 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O FFB 106 N MARKET ST | AddressLine1Txt |
| City | NORTH MANCHESTER | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46962 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FIRST FINANCIAL BANK | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2609823808 | PhoneNum |
| Signature | 2025-03-08 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL P NARAGON CPA | PreparerPersonNm |
| PTIN | P00005650 | PTIN |
| Phone | 2609828574 | PhoneNum |
| Preparation | 2025-03-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,863,957 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,000 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,000 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $44,343 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $44,343 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $96,024 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $704,863 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $96,024 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $142,367 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $142,367 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $23,470 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $14,082 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $9,388 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,100 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $1,100 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,485 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,243 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,242 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $167 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $167 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $334 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $334 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $27,556 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,492 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,064 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $71,061 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $71,061 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $98,617 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,492 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $83,125 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $43,750 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $126,875 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $35,590 | CashBOYAmt |
| Cash EOY | $40,582 | CashEOYAmt |
| Cash EOYFMV | $40,582 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,430,667 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,469,438 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,822,477 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $911 | OtherAssetsBOYAmt |
| Other Assets EOY | $898 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $898 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,467,168 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,510,918 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,863,957 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,467,168 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,510,918 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,467,168 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,510,918 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,467,168 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,510,918 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,467,168 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $43,750 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,510,918 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,510,918 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SEE ATTACHED - G/L DETAIL (SHORT) | P | $184,109 | $177,976 | $6,133 | $6,133 |
| WASH SALE ADJ (CODE W - SHORT) | P | $18 | $18 | $18 | |
| SEE ATTACHED - G/L DETAIL (LONG) | P | $516,180 | $430,863 | $85,317 | $85,317 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $96,024 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $6,151 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,764 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,764 | SubtotalAmt |
| Tax Based On Investment Income | $1,764 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,246 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $2,300 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,546 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,782 | OverpaymentAmt |
| Applied To ES Tax | $1,782 | AppliedToESTaxAmt |
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 | FIRST FINANCIAL BANK | BusinessNameLine1Txt |
| Business Name Line2 | FIRST FINANCIAL BANK | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2609823808 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 106 N MARKET ST | AddressLine1Txt |
| City | NORTH MANCHESTER | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46962 | 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 |
| 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIRST FINANCIAL BANK | BusinessNameLine1Txt |
| Business Name Line2 | FIRST FINANCIAL BANK | BusinessNameLine2Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 106 N MARKET ST | AddressLine1Txt |
| City | NORTH MANCHESTER | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46962 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 4.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $23,470 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,767,875 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $41,924 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,809,799 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,809,799 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,147 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,782,652 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $89,133 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $89,133 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,764 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,764 | TotalTaxAmt |
| Distributable Before Adj | $87,369 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $87,369 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $87,369 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $83,125 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $83,125 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $87,369 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $5,403 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $12,989 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,901 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $24,293 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $83,125 | QualifyingDistributionsAmt |
| Applied To Current Year | $83,125 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $4,244 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $4,244 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $20,049 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $20,049 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,159 | ExcessFromYear4Amt |
| Excess From Year2 | $12,989 | ExcessFromYear2Amt |
| Excess From Year1 | $5,901 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WEALTH MNGT OFFICE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | FIRST FINANCIAL BANK | AddressLine1Txt |
| Address Line2 | 4 E MAIN ST | AddressLine2Txt |
| City | FLORA | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46929 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8884521744 | RecipientPhoneNum |
| Recipient Email Address | MALLORY.SANDERS@BANKATFIRST.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLICATIONS ARE AVAILABLE IN THE GUIDANCE OFFICE AT CARROLL JR-SR HIGH SCHOOL, AND INCLUDE THE FOLLOWING: 1. PERSONAL DATA SHEET 2. FAMILY RESOURCES FORM 3. COMMUNITY, WORK AND SCHOOL ACTIVITIES FORM 4. TWO (2) RECOMMENDATION REQUEST FORMS; EACH FORM AND LETTER MUST BE ATTACHED WITH YOUR APPLICATION 5. ACADEMIC CERTIFICATION FORM 6. STUDENT/PARENT/GUARDIAN CERTIFICATION, STATEMENTS AND AGREEMENTS FORM 7. CAREER AND ABILITY ESSAY OUTLINE IN ADDITION, THE FOLLOWING MUST BE INCLUDED WITH EACH APPLICATION: A. OFFICIAL SCHOOL TRANSCRIPT WITH SAT AND/OR ACT SCORES B. FAFSA SARS REPORT ON EXPECTED FAMILY CONTRIBUTION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MARCH 15 | SubmissionDeadlinesTxt |
| Restrictions On Awards | 1. STUDENT MUST BE A CARROLL JR-SR HIGH SCHOOL SENIOR, GRADUATING BY THE END OF SUMMER SCHOOL OF THE CURRENT ACADEMIC YEAR, OR A CURRENT SCHOLARSHIP RECIPIENT SEEKING RENEWAL. 2. STUDENT MUST BE ACCEPTED AS A FULL-TIME STUDENT IN A BACCALAUREATE OR VOCATIONAL COURSE OF STUDY AT AN ACCREDITED PUBLIC OR PRIVATE COLLEGE, UNIVERSITY, OR VOCATIONAL SCHOOL, WITH STUDIES TO BEGIN NO LATER THAN THE FALL FOLLOWING THE CURRENT ACADEMIC YEAR. 3. STUDENT MUST SUBMIT A COMPLETED APPLICATION TO THE MAIN OFFICE OF CARROLL JR-SR HIGH SCHOOL BY THE THIRD (3RD) FRIDAY IN MARCH. 4. THE STUDENT CANNOT BE A CHILD, STEPCHILD, GRANDCHILD, GREAT GRANDCHILD, SPOUSE, BROTHER, SISTER, BROTHER-IN-LAW, OR SISTER-IN-LAW OF ONE (OR THE SPOUSE OF ONE) WHO SERVES AS A MEMBER OF THE SCHOLARSHIP SELECTION COMMITTEE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| EVAN JOHNSON | |||||||
| 6619 E 925 N | LOGANSPORT | IN | 46947 | NONE | N/A | COLLEGE SCHOLARSHIP | $1,000 |
| LANEY JOHNSON | |||||||
| 461 N 300 E | FLORA | IN | 46929 | NONE | N/A | COLLEGE SCHOLARSHIP | $1,000 |
| COHEN MILLER | |||||||
| 204 PARK ROW | FLORA | IN | 46929 | NONE | N/A | COLLEGE SCHOLARSHIP | $1,000 |
| MALLORY O'BRIEN | |||||||
| 913 E COLUMBIA ST | FLORA | IN | 46929 | NONE | N/A | COLLEGE SCHOLARSHIP | $1,000 |
| CORA RICH | |||||||
| 1502 E 650 S | CUTLER | IN | 46920 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,000 |
| CARSON RUDD | |||||||
| 499 N 500 E | FLORA | IN | 46929 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,000 |
| MADISON WAGNER | |||||||
| 455 N 300 E | FLORA | IN | 46929 | NONE | N/A | COLLEGE SCHOLARSHIP | $2,500 |
| COOPER WELK | |||||||
| 1365 W 800 N | ROSSVILLE | IN | 46065 | NONE | N/A | COLLEGE SCHOLARSHIP | $1,000 |
| LINSEY ATKISSON | |||||||
| 978 N SR 29 | FLORA | IN | 46929 | NONE | N/A | COLLEGE SCHOLARSHIP | $2,500 |
| ANNA GOODRICH | |||||||
| 6955 E 700 N | LOGANSPORT | IN | 46947 | NONE | N/A | COLLEGE SCHOLARSHIP | $2,500 |
| JOHNNA KINZIE | |||||||
| 503 N 500 E | FLORA | IN | 46929 | NONE | N/A | COLLEGE SCHOLARSHIP | $2,500 |
| ALLISON O'BRIEN | |||||||
| 913 E COLUMBIA ST | FLORA | IN | 46929 | NONE | N/A | COLLEGE SCHOLARSHIP | $2,500 |
| WILLIAM ELDRIDGE | |||||||
| 6827 S 400 E | CUTLER | IN | 46920 | NONE | N/A | COLLEGE SCHOLARSHIP | $9,200 |
| ADELLE MAY | |||||||
| 6569 E 300 N | CAMDEN | IN | 46917 | NONE | N/A | COLLEGE SCHOLARSHIP | $9,200 |
| EMILY JOHNSON | |||||||
| 461 N 300 E | FLORA | IN | 46929 | NONE | N/A | COLLEGE SCHOLARSHIP | $2,500 |
| KAITLYN PARKER | |||||||
| 5556 S SR 29 | CUTLER | IN | 46920 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,000 |
| JENNA SEWARD | |||||||
| 312 W WALNUT ST | FLORA | IN | 46929 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,161 |
| TRAVIS SEWARD | |||||||
| 1871 S 350 E | BRINGHURST | IN | 46913 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,000 |
| AARON ATKISSON | |||||||
| 978 N SR 29 | FLORA | IN | 46929 | NONE | N/A | COLLEGE SCHOLARSHIP | $2,500 |
| SYDNEY BORDNER | |||||||
| 6559 S SR 75 | CUTLER | IN | 46920 | NONE | N/A | COLLEGE SCHOLARSHIP | $2,500 |
| ABIGAIL KAUFFMAN | |||||||
| 816 SUNSET DR | FLORA | IN | 46929 | NONE | N/A | COLLEGE SCHOLARSHIP | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $71,061 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| EVAN JOHNSON | |||||||
| 6619 E 925 N | LOGANSPORT | IN | 46947 | NONE | N/A | COLLEGE SCHOLARSHIP | $1,000 |
| LANEY JOHNSON | |||||||
| 461 N 300 E | FLORA | IN | 46929 | NONE | N/A | COLLEGE SCHOLARSHIP | $1,000 |
| COHEN MILLER | |||||||
| 204 PARK ROW | FLORA | IN | 46929 | NONE | N/A | COLLEGE SCHOLARSHIP | $1,000 |
| MALLORY O'BRIEN | |||||||
| 913 E COLUMBIA ST | FLORA | IN | 46929 | NONE | N/A | COLLEGE SCHOLARSHIP | $1,000 |
| CORA RICH | |||||||
| 1502 E 650 S | CUTLER | IN | 46920 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,000 |
| CARSON RUDD | |||||||
| 499 N 500 E | FLORA | IN | 46929 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,000 |
| MADISON WAGNER | |||||||
| 455 N 300 E | FLORA | IN | 46929 | NONE | N/A | COLLEGE SCHOLARSHIP | $2,500 |
| COOPER WELK | |||||||
| 1365 W 800 N | ROSSVILLE | IN | 46065 | NONE | N/A | COLLEGE SCHOLARSHIP | $1,000 |
| LINSEY ATKISSON | |||||||
| 978 N SR 29 | FLORA | IN | 46929 | NONE | N/A | COLLEGE SCHOLARSHIP | $1,250 |
| ANNA GOODRICH | |||||||
| 6955 E 700 N | LOGANSPORT | IN | 46947 | NONE | N/A | COLLEGE SCHOLARSHIP | $1,250 |
| JOHNNA KINZIE | |||||||
| 503 N 500 E | FLORA | IN | 46929 | NONE | N/A | COLLEGE SCHOLARSHIP | $1,250 |
| ALLISON O'BRIEN | |||||||
| 913 E COLUMBIA ST | FLORA | IN | 46929 | NONE | N/A | COLLEGE SCHOLARSHIP | $1,250 |
| WILLIAM ELDRIDGE | |||||||
| 6827 S 400 E | CUTLER | IN | 46920 | NONE | N/A | COLLEGE SCHOLARSHIP | $4,600 |
| ADELLE MAY | |||||||
| 6569 E 300 N | CAMDEN | IN | 46917 | NONE | N/A | COLLEGE SCHOLARSHIP | $4,600 |
| EMILY JOHNSON | |||||||
| 461 N 300 E | FLORA | IN | 46929 | NONE | N/A | COLLEGE SCHOLARSHIP | $5,000 |
| KAITLYN PARKER | |||||||
| 5556 S SR 29 | CUTLER | IN | 46920 | NONE | N/A | COLLEGE SCHOLARSHIP | $2,500 |
| JENNA SEWARD | |||||||
| 312 W WALNUT ST | FLORA | IN | 46929 | NONE | N/A | COLLEGE SCHOLARSHIP | $2,500 |
| TRAVIS SEWARD | |||||||
| 1871 S 350 E | BRINGHURST | IN | 46913 | NONE | N/A | COLLEGE SCHOLARSHIP | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $44,200 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,000 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $44,343 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $96,024 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $142,367 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $142,367 | TotalIncomeProducingActyAmt |
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 | ACCOUNTANT - 990PF | CategoryTxt |
| Amt | $2,485 | Amt |
| Net Investment Income | $1,243 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,242 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PER ATTACHED ACCOUNT HOLDINGS | StockNm |
| EOY Book Value | $1,469,438 | EOYBookValueAmt |
| EOYFMV | $1,822,477 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ATTORNEY | CategoryTxt |
| Legal Fees | $1,100 | LegalFeesAmt |
| Disbursements Charitable Prps | $1,100 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INT/DIV REC'D IN NOV | Desc |
| BOY Book Value | $911 | BOYBookValueAmt |
| EOY Book Value | $898 | EOYBookValueAmt |
| EOYFMV | $898 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| ADVERTISE SCHOLARSHIP | $334 | $334 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX WITHHELD | $167 | $167 |
| 990PF TAX PAYMENT | ||
| 990PF EXTENSION PMT | ||
| 990PF ESTIMATED TAX PMT |