WILLIARD & LILLIAN BOSAW MEMORIAL SCHOLARSHIP FUND: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WILLIARD & LILLIAN BOSAW MEMORIAL SCHOLARSHIP FUND (EIN 35-1967183)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-03-26
- IRS object ID
- 202400869349100245
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Income Schedule2
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-03-26T17:01:55-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010604131 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUST PROCESSING SOLUTIONS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 894 | AddressLine1Txt |
| City | MILFORD | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 451500894 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351967183 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLARDLILLIAN BOSAW MEM SCH FD IRR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BOSA | BusinessNameControlTxt |
| Phone | 8123761795 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 HIGH STREET | AddressLine1Txt |
| City | HAMILTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45011 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FIRST FINANCIAL BANK | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8123761795 | PhoneNum |
| Signature | 2024-02-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOUG P HART | PreparerPersonNm |
| PTIN | P00241831 | PTIN |
| Phone | 5137748805 | PhoneNum |
| Preparation | 2024-02-17 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $824,383 | FMVAssetsEOYAmt |
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 | $858 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $858 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $18,276 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,276 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,786 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $140,209 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,786 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $2,177 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $2,177 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $26,097 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $23,920 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,177 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $10,347 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,208 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $4,139 | 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 | $695 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $695 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| 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 | $11,042 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,208 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,834 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $51,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $51,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $62,342 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,208 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $56,134 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$36,245 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,712 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,177 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $967 | CashEOYAmt |
| Cash EOYFMV | $967 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $21,382 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $25,178 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $25,178 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| US Government Obligations BOY | $29,344 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $27,167 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $26,614 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $444,954 | CorporateStockBOYAmt |
| Corporate Stock EOY | $417,676 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $551,791 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $229,834 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $218,283 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $219,833 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $725,514 | TotalAssetsBOYAmt |
| Total Assets EOY | $689,271 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $824,383 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $725,514 | CapitalStockBOYAmt |
| Capital Stock EOY | $689,271 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $725,514 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $689,271 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $725,514 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $689,271 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $725,514 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$36,245 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2 | OtherIncreasesAmt |
| Subtotal | $689,271 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $689,271 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (66 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 506.532 GOLDMAN SACHS TR EMG MKTS INSTL CL | 2022-12-20 | 2023-05-31 | $4,432 | $4,650 | -$218 | -$218 | |
| 65.859 BNY MELLON INTERNATIONAL BOND FUND CLASS | 2022-12-20 | 2023-07-06 | $805 | $807 | -$2 | -$2 | |
| 265.712 BAIRD CORE PLUS BOND INST | 2022-12-20 | 2023-07-06 | $2,615 | $2,652 | -$37 | -$37 | |
| 120.373 BLACKROCK EMERGING MARKETS FUND CL K | 2022-12-20 | 2023-07-06 | $2,838 | $2,675 | $163 | $163 | |
| 188.01 BLACK ROCK MULT-ASSET INCOME PORTFOLIO C | 2022-12-20 | 2023-07-06 | $1,809 | $1,799 | $10 | $10 | |
| 70.744 BROWN ADVISORY SMALL-CAP FUNDEMENTAL VALUE I | 2020-11-24 | 2023-07-06 | $1,927 | $1,614 | $313 | $313 | |
| 8.221 CREDIT SUISSE COMM RET STRATEGY INSTL | 2022-12-20 | 2023-07-06 | $187 | $205 | -$18 | -$18 | |
| 34.467 CREDIT SUISSE COMM RET STRATEGY INSTL | 2021-05-05 | 2023-07-06 | $783 | $1,117 | -$334 | -$334 | |
| 151.992 EATON VANCE ALL ASSET STRATEGY FUND CL | 2022-12-20 | 2023-07-06 | $2,058 | $2,031 | $27 | $27 | |
| 33.865 FEDERATED INSTITUTIONAL HIGH YIELD BOND - I | 2022-12-20 | 2023-07-06 | $284 | $285 | -$1 | -$1 | |
| 15. ISHARES S&P 500 / BARRA GROWTH | 2020-11-24 | 2023-07-06 | $1,042 | $918 | $124 | $124 | |
| 11. ISHARES RUSSELL 2000 INDEX FD | 2020-11-24 | 2023-07-06 | $2,004 | $2,028 | -$24 | -$24 | |
| 7. ISHARES 10-20 YEAR TREASURY BOND ETF | 2022-08-31 | 2023-07-06 | $753 | $827 | -$74 | -$74 | |
| 4. ISHARES 3-7 YEAR TREASURY BOND ETF | 2022-08-31 | 2023-07-06 | $455 | $472 | -$17 | -$17 | |
| 30. ISHARES MSCI USA MINIMUM VOLATILITY ETF | 2022-02-04 | 2023-07-06 | $2,206 | $2,285 | -$79 | -$79 | |
| 156.173 LAZARD INTERNATIONAL STRATEGIC EQUITY - I | 2022-12-20 | 2023-07-06 | $2,290 | $2,122 | $168 | $168 | |
| 367.344 METROPOLITAN WEST T/R BOND-I #512 | 2022-12-20 | 2023-07-06 | $3,280 | $3,393 | -$113 | -$113 | |
| 64.864 PRINCIPAL REAL ESTATE SECURITIES FUND | 2021-05-05 | 2023-07-06 | $1,709 | $1,762 | -$53 | -$53 | |
| 73.438 T ROWE PRICE DIVIDEND GROWTH FD - INSTL | 2021-05-05 | 2023-07-06 | $4,932 | $4,887 | $45 | $45 | |
| 250.884 T. ROWE PRICE OVERSEAS STOCK FD INSTL | 2022-12-20 | 2023-07-06 | $2,975 | $2,745 | $230 | $230 | |
| 4. SPDR HEALTH CARE SEL SEC | 2022-12-20 | 2023-07-06 | $522 | $538 | -$16 | -$16 | |
| 7. SELECT SPDR TR STAPLES | 2022-12-20 | 2023-07-06 | $519 | $521 | -$2 | -$2 | |
| 4. ENERGY SELECT SECTOR SPDR FUND | 2022-12-20 | 2023-07-06 | $318 | $339 | -$21 | -$21 | |
| 10.59 VANGUARD EMERGING MARKETS BOND FUND - A | 2023-05-31 | 2023-07-06 | $234 | $232 | $2 | $2 | |
| 12.909 VANGUARD 500 INDEX FUND CL ADM #540 | 2022-02-04 | 2023-07-06 | $5,255 | $5,023 | $232 | $232 | |
| 3. WISDOMTREE FLOATING RATE TREASURY FUND | 2022-12-20 | 2023-07-06 | $151 | $151 | |||
| 61. ISHARES 10-20 YEAR TREASURY BOND ETF | 2022-08-31 | 2023-08-08 | $6,467 | $7,203 | -$736 | -$736 | |
| 55. WISDOMTREE FLOATING RATE TREASURY FUND | 2022-12-20 | 2023-08-08 | $2,768 | $2,768 | |||
| 2811.469 LAZARD INTERNATIONAL STRATEGIC EQUITY - I | 2022-12-20 | 2023-10-04 | $38,855 | $38,208 | $647 | $647 | |
| 260. ISHARES MSCI USA MINIMUM VOLATILITY ETF | 2022-08-31 | 2023-12-05 | $19,890 | $19,530 | $360 | $360 | |
| 26. SPDR HEALTH CARE SEL SEC | 2022-12-20 | 2023-12-05 | $3,410 | $3,500 | -$90 | -$90 | |
| 46. SELECT SPDR TR STAPLES | 2022-12-20 | 2023-12-05 | $3,245 | $3,421 | -$176 | -$176 | |
| 1200.25 BNY MELLON INTERNATIONAL BOND FUND CLASS | 2022-12-20 | 2023-12-28 | $15,639 | $14,715 | $924 | $924 | |
| CAPITAL GAIN DIVIDENDS | $3,552 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,552 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,552 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,552 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,552 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,552 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,552 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,552 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,552 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,552 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,552 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,552 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,552 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,552 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,552 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,552 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,552 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,552 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,552 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,552 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,552 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,552 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,552 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,552 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,552 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,552 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,552 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,552 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,552 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,552 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,552 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,552 | P | |||||
| CAPITAL GAIN DIVIDENDS | $3,552 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,786 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $246 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $246 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $246 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $698 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $698 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $452 | OverpaymentAmt |
| Applied To ES Tax | $452 | 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 | FIRST FINANCIAL BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8123761795 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 HIGH ST WM | AddressLine1Txt |
| City | HAMILTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45011 | 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 | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| 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 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 HIGH STREET | AddressLine1Txt |
| City | HAMILTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45011 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $10,347 | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $780,123 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $20,232 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $800,355 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $800,355 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,005 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $788,350 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $39,418 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $39,418 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $246 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $246 | TotalTaxAmt |
| Distributable Before Adj | $39,172 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $2,177 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $41,349 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $41,349 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $56,134 | 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 | $56,134 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $41,349 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $30,025 | 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 | $56,134 | QualifyingDistributionsAmt |
| Applied To Year1 | $30,025 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $26,109 | 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 | $15,240 | 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) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | FIRST FINANCIAL BANK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 HIGH STREET | AddressLine1Txt |
| City | HAMILTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45011 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8123761795 | RecipientPhoneNum |
| Form And Info And Materials | AN UNSIGNED LETTER ADDRESSED TO SELECTION COMMITTEE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MAY 15 | SubmissionDeadlinesTxt |
| Restrictions On Awards | HIGH SCHOOL GRADUATE OF SWITZERLAND COUNTY, INDIANA | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| ALIYAH BEGLEY | ||||||||
| INDIANA UNIVERSITY | 107 S INDIANA AVENUE | BLOOMINGTON | IN | 47405 | NONE | PUBLIC | EDUCATIONAL SCHOLARSHIP | $2,700 |
| CARLY BENNETT | ||||||||
| INDIANA UNIVERSITY | 408 N UNION STREET | BLOOMINGTON | IN | 47405 | NONE | PUBLIC | EDUCATIONAL SCHOLARSHIP | $2,700 |
| MCKAILA PEELMAN | ||||||||
| HANOVER COLLEGE | 517 BALL DR | HANOVER | IN | 47243 | NONE | PUBLIC | EDUCATIONAL SCHOLARSHIP | $2,700 |
| ANASTASIA FADDIS | ||||||||
| BALL STATE UNIVERSITY | 2000 WEST UNIVERSITY AVE | MUNCIE | IN | 47306 | NONE | PUBLIC | EDUCATIONAL SCHOLARSHIP | $2,700 |
| DAKOTA RICHARDS | ||||||||
| PURDUE UNIVERSITY | 128 MEMORIAL MALL | WEST LAFAYETTE | IN | 47907 | NONE | PUBLIC | EDUCATIONAL SCHOLARSHIP | $2,700 |
| NATHANIEL SCRATON | ||||||||
| TRINE UNIVERSITY | FINANCIAL AID | ANGOLA | IN | 46703 | NONE | PUBLIC | EDUCATIONAL SCHOLARSHIP | $2,700 |
| MADDELYNN DUVALL | ||||||||
| HUNTINGTON UNIVERSITY | 2303 COLLEGE AVENUE | HUNTINGTON | IN | 467501299 | NONE | PUBLIC | EDUCATIONAL SCHOLARSHIP | $2,700 |
| JESSICA DUVALL | ||||||||
| HUNTINGTON UNIVERSITY | 2303 COLLEGE AVENUE | HUNTINGTON | IN | 467501299 | NONE | PUBLIC | EDUCATIONAL SCHOLARSHIP | $2,700 |
| BROOKLYN FLANDERS | ||||||||
| BALL STATE UNIVERSITY | 2000 WEST UNIVERSITY AVE | MUNCIE | IN | 47306 | NONE | PUBLIC | EDUCATIONAL SCHOLARSHIP | $2,700 |
| ALLISON FURNISH | ||||||||
| PURDUE UNIVERSITY | 475 STADIUM MALL DR | WEST LAFAYETTE | IN | 479072050 | NONE | PUBLIC | EDUCATIONAL SCHOLARSHIP | $2,700 |
| GRACE WHITE | ||||||||
| IVY TECH COMMUNITY COLLEGE | 50 WALNUT STREET | LAWRENCEBURG | IN | 47025 | NONE | PUBLIC | EDUCATIONAL SCHOLARSHIP | $2,700 |
| AUSTIN BOSAW | ||||||||
| INDIANA UNIVERISTY | PO BOX 6448 | BLOOMINGTON | IN | 47407 | NONE | PUBLIC | EDUCATIONAL SCHOLARSHIP | $2,700 |
| BENJAMIN SMITH | ||||||||
| INDIANA UNIVERSITY | 107 S INDIANA AVENUE | BLOOMINGTON | IN | 47405 | NONE | PUBLIC | EDUCATIONAL SCHOLARSHIP | $2,700 |
| KYRA CLIFT | ||||||||
| INDIANA UNIVERSITY | 408 N UNION STREET | BLOOMINGTON | IN | 47405 | NONE | PUBLIC | EDUCATIONAL SCHOLARSHIP | $2,700 |
| RAYLINN KAPPES | ||||||||
| UNIVERSITY OF SAINT FRANCIS | 2701 SPRING STREET | FORT WAYNE | IN | 46808 | NONE | PUBLIC | EDUCATIONAL SCHOLARSHIP | $2,700 |
| LEVI CURLIN | ||||||||
| PURDUE UNIVERSITY | STEWART CENTER ROOM G18 | WEST LAFAYETTE | IN | 47907 | NONE | PUBLIC | EDUCATIONAL SCHOLARSHIP | $2,700 |
| BROOKE JOHNSON | ||||||||
| INDIANA UNIVERSITY | 408 N UNION STREET | BLOOMINGTON | IN | 47405 | NONE | PUBLIC | EDUCATIONAL SCHOLARSHIP | $2,700 |
| MAKENNA PERKINS | ||||||||
| INDIANA UNIVERSITY | PO BOX 6448 | BLOOMINGTON | IN | 47407 | NONE | PUBLIC | EDUCATIONAL SCHOLARSHIP | $2,700 |
| KEIRSTAN OEFFINGER | ||||||||
| INDIANA UNIVERSITY | 408 N UNION STREET | BLOOMINGON | IN | 47405 | NONE | PUBLIC | EDUCATIONAL SCHOLARSHIP | $2,700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $51,300 | 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 | 14 | ExclusionCd |
| Exclusion | $858 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $18,276 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,786 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | QUALIFYING DISTRIB | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $2,177 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $26,097 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $26,097 | 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 | $695 | Amt |
| Disbursements Charitable Prps | $695 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (11 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BNY MELLON INTERNATIONAL BONDF | ||
| HARTFORD WORLD BOND FUND | $7,820 | $7,804 |
| BLACKROCK MULTI-ASSET INCOME # | $32,653 | $34,086 |
| BAIRD CORE PLUS BOND INST | $48,133 | $49,050 |
| METROPOLITAN WEST T/R BOND-I | $61,002 | $61,230 |
| GOLDMAN SACHS TR EMG MKTS INST | ||
| VANGUARD EMERGING MARKETS BOND | $4,195 | $4,438 |
| CREDIT SUISSE COM RET STRATEGY | $22,940 | $17,203 |
| PRINCIPAL REAL ESTATE SECURITI | $28,551 | $32,768 |
| FEDERATED HEMES INSL HIGH YIEL | $5,169 | $5,434 |
| DODGE & COX GLOBAL BOND FUND | $7,820 | $7,820 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INVESCO S&P 500 EQUAL WEIGHT | $19,435 | $20,514 |
| VANGUARD 500 INDEX FUND CL ADM | $47,189 | $103,008 |
| ISHARES RUSSELL 2000 | $28,000 | $38,938 |
| BROWN ADVISORY SMALL-CAP FUNDA | $26,457 | $37,664 |
| LAZARD INTL STRATEGIC EQUITY | ||
| ISHARES EDGE MSCI USA QUALITY | ||
| T ROWE PRICE DIVIDEND GROWTH F | $63,064 | $94,376 |
| T ROWE PRICE OVERSEAS STOCK FD | $49,359 | $56,307 |
| ISHARES S&P / BARRA GROWTH | $16,959 | $20,803 |
| ISHARES USA MINIMUM VOLATILITY | $20,240 | $22,004 |
| SPDR SELECT SECTOR SPDR TR IND | $5,633 | $5,927 |
| EATON VANCE ALL ASSET STRATEGY | $36,791 | $37,534 |
| SPDR HEALTH CARE SELECT SECTOR | $5,214 | $5,592 |
| SPDR CONSUMER STAPLES SELECT S | $5,899 | $5,762 |
| SPDR ENERGY SELECT SECTOR FUND | $6,993 | $7,881 |
| BLACKROCK EMERGING MARKETS FUN | $47,926 | $52,326 |
| MFS INTERNATIONAL EQUITY FUND | $38,517 | $43,155 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $27,167 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $26,614 | USGovtObligationsEOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | QUALIFYING DISTRIBUTION RECOVERY | Desc |
| Revenue And Expenses Per Books | $2,177 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,177 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $2 | Amt |