E E & MAUD GREENWELL SCHOLARSHIP TRUST: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- E E & MAUD GREENWELL SCHOLARSHIP TRUST (EIN 35-6613402)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-17
- IRS object ID
- 202111379349101156
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-17T12:17:46-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 351327464 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SACKRIDER & COMPANY INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1925 Wabash Ave | AddressLine1Txt |
| City | Terre Haute | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47807 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 356613402 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | E E & Maud Greenwell Scholarship Trust | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EE&M | BusinessNameControlTxt |
| Phone | 8122386233 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 540 | AddressLine1Txt |
| City | Terre Haute | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 478080540 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | First Financial Bank NA | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 8122386233 | PhoneNum |
| Signature | 2021-05-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | First | PersonFirstNm |
| Person Last | Financial Bank NA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Eleanor M Caldwell CPA | PreparerPersonNm |
| PTIN | P00634823 | PTIN |
| Phone | 8122329492 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,247,043 | 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 | $13,947 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13,947 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $21,961 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,961 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $61,238 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $652,969 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $61,238 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $97,146 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $97,146 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $17,301 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $16,301 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $250 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $212 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $212 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,013 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,763 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,250 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $101,181 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $101,181 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $119,194 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,763 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $102,431 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$22,048 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $80,383 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $396 | CashBOYAmt |
| Cash EOY | $52 | CashEOYAmt |
| Cash EOYFMV | $52 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $80,027 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $102,885 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $102,885 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,375,722 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,336,982 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,731,836 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $295,428 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $245,790 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $283,021 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $80,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $123,816 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $129,249 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,831,573 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,809,525 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,247,043 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,831,573 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,809,525 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,831,573 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,809,525 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,831,573 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,809,525 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,831,573 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$22,048 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,809,525 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,809,525 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| Publicly Traded Securities | 2020-01-01 | 2020-12-31 | $37,626 | $25,964 | $11,662 | $11,662 |
| Publicly Traded Securities | 2001-01-01 | 2020-12-31 | $615,343 | $565,767 | $49,576 | $49,576 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $61,238 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $11,662 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,117 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,117 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,117 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $22 | EsPenaltyAmt |
| Tax Due | $1,139 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | First Financial Bank NA | IndividualWithBooksNm |
| Phone | 8122386257 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One First Financial Plaza | AddressLine1Txt |
| City | Terre Haute | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 478073226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Exempt Interest | $0 | TaxExemptInterestAmt |
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | First Financial Bank NA | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 540 | AddressLine1Txt |
| City | Terre Haute | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 478080540 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $17,301 | 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 |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,890,178 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $71,142 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,961,320 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,961,320 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,420 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,931,900 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $96,595 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $96,595 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,117 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,117 | TotalTaxAmt |
| Distributable Before Adj | $95,478 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $95,478 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $95,478 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $102,431 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $102,431 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $102,431 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $95,478 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,895 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $102,431 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,895 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $95,478 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,058 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,058 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,058 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $4,058 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | First Financial Bank NA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One First Financial Plaza | AddressLine1Txt |
| City | Terre Haute | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47807 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8122386257 | RecipientPhoneNum |
| Form And Info And Materials | Written application to include name, address, school attended, school activities and stats, work expereience, and leadership abilities. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | March 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | Scholarship funds are restricted for higher education for Clay County High School students. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Abigail E Carrell Rose-Hulman | |||||||
| 5500 Wabash Ave CM 21 | Terre Haute | IN | 47803 | None | I | Higher Education | $3,334 |
| Alexis D Laswell U of SI | |||||||
| 8600 University Blvd | Evansville | IN | 47712 | None | I | Higher Education | $4,019 |
| Avalee Jeffers SMWC | |||||||
| 1 St Mary of Woods Coll | Saint Mary of the Wo | IN | 47876 | None | I | Higher Education | $3,000 |
| Carter Lee Myers Rose-Hulman | |||||||
| 5500 Wabash Ave CM 21 | Terre Haute | IN | 47802 | None | I | Higher Education | $13,332 |
| Chantal S Dayhuff Liberty Universit | |||||||
| PO Box 10425 | Lynchburg | VA | 24506 | None | I | Higher Education | $1,250 |
| Eden Siples Taylor University | |||||||
| 236 W Reade Ave | Upland | IN | 46989 | None | I | Higher Education | $2,500 |
| Hannah R Stagg Univ of Evansville | |||||||
| 1800 Lincoln Avenue | Evansville | IN | 47722 | None | I | Higher Education | $5,000 |
| Harley Sinders IUPUI | |||||||
| 420 University Blvd | Indianapolis | IN | 46202 | None | I | Higher Education | $14,930 |
| Kennedy Johnston University of Nebr | |||||||
| 15 West County Road 1400 N | Carbon | IN | 47837 | None | I | Higher education | $5,000 |
| Lauren Ream Indiana State Universit | |||||||
| 200 North Seventh Street | Terre Haute | IN | 47809 | None | I | Higher Education | $2,500 |
| Lindsey N Steiner IUPUI | |||||||
| 420 University Blvd | Indianapolis | IN | 46202 | None | I | Higher Education | $4,500 |
| Megan Heck Indiana State University | |||||||
| 200 North Seventh Street | Terre Haute | IN | 47809 | None | I | Higher Education | $13,704 |
| Nicholas James Ganly Butler Univers | |||||||
| 4600 Sunset Ave | Indianapolis | IN | 46208 | None | I | Higher Education | $3,000 |
| Noah J Short IUPUI | |||||||
| 420 University Blvd | Indianapolis | IN | 46202 | None | I | Higher education | $6,502 |
| Nathan M Owens Ball State Universit | |||||||
| 200 W University Ave | Muncie | IN | 47306 | None | I | Higher Education | $9,443 |
| Brayden Milner Rose-Hulman | |||||||
| 5500 Wabash Ave CM 21 | Terre Haute | IN | 47803 | None | I | Higher Education | $6,667 |
| Tyler Addison Hess Indiana Universi | |||||||
| PO Box 7237 | Indianapolis | IN | 46207 | None | I | Higher Education | $1,250 |
| Kristen Ream Indiana State Universi | |||||||
| 200 North Seventh Street | Terre Haute | IN | 47809 | None | I | Higher Education | $1,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $101,181 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,947 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,961 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $61,238 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $97,146 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $97,146 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax Return Preparation | CategoryTxt |
| Amt | $500 | Amt |
| Net Investment Income | $250 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AT&T 3.40% Due 5/15/25 | $49,662 | $55,573 |
| HCP Inc 4.00% Due 6/01/25 | $49,390 | $56,742 |
| CBS Corp 4.00% Due 1/15/26 | $49,062 | $57,225 |
| Coach Inc 4.125% Due 7/15/27 | $47,765 | $53,983 |
| CVS Health 4.30% Due 3/25/28 | $49,911 | $59,498 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (47 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Dodge & Cox Inc | $123,108 | $127,937 |
| Nike Inc | $5,861 | $12,025 |
| Starbucks Corp | $7,500 | $13,266 |
| Mondelez Intl | $8,580 | $11,285 |
| Proctor & Gamble | $5,759 | $10,853 |
| Exxon Mobile | $9,578 | $5,029 |
| JP Morgan | $9,555 | $13,978 |
| Charles Schwab | $11,182 | $15,594 |
| Abbott Labs | $5,267 | $11,168 |
| Eli Lilly & Co | $6,618 | $12,663 |
| Apple Inc | $4,388 | $12,738 |
| Microsoft | $4,276 | $11,788 |
| Duke Energy | $4,969 | $5,494 |
| AM Tower | $2,946 | $5,163 |
| Van Consumer | $15,341 | $23,665 |
| Van Consumer Staple | $7,352 | $8,870 |
| Vanguard Energy ETF | $4,959 | $7,001 |
| Vanguard Financial ETF | $40,946 | $45,750 |
| Vanguard Health Care | $37,533 | $51,234 |
| Vanguard Inds ETF | $16,185 | $19,039 |
| Vanguard Info Tech | $40,150 | $75,357 |
| Vanguard Materials ETF | $5,465 | $7,221 |
| Vanguard Telecom | $28,982 | $40,988 |
| Vanguard Utilities ETF | $10,944 | $12,761 |
| Vanguard REIT ETF | $10,272 | $10,956 |
| Suncor Energy | $11,412 | $5,688 |
| BHP Billiton LTD | $3,355 | $5,227 |
| Brown Cap Mgmt SM | $132,714 | $153,758 |
| Janus Hndrsn Glbl Rl Est | $40,192 | $44,687 |
| Janus Enterprise | $225,114 | $262,217 |
| Driehaus Emerg Mkts Grw | $56,556 | $80,315 |
| Nvidia Corp | $3,125 | $10,444 |
| Palo Alto Networks Inc | $9,237 | $15,637 |
| Paypal Holdings Inc | $5,953 | $13,115 |
| Comcast Corporation | $9,294 | $12,733 |
| Home Depot Inc | $7,078 | $10,359 |
| Sysco Corporation | $6,815 | $12,401 |
| Allstate Corporation | $10,061 | $12,752 |
| Visa Inc Class A | $8,295 | $11,811 |
| Thermo Fisher Scientific Inc | $6,611 | $11,179 |
| Boeing Co | $9,308 | $14,556 |
| Honeywell Int'l Inc | $8,392 | $13,826 |
| Lockheed Martin Corp | $10,065 | $10,649 |
| Facebook Inc | $6,721 | $11,473 |
| Linde PLC | $2,791 | $4,480 |
| T Rowe Price Blue Chip Grwth | $99,670 | $104,196 |
| Vanguard Inlt Growth | $236,507 | $338,510 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Citibank NA 3.30% Due 7/13/23 | AT COST | $40,000 | $43,191 |
| Thornburg LTD Trm Inc | AT COST | $83,816 | $86,058 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Taxes Withheld | CategoryTxt |
| Amt | $212 | Amt |
| Net Investment Income | $212 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |