JOHN ANTHONY MILLER SCHOLARSHIP FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- JOHN ANTHONY MILLER SCHOLARSHIP FOUNDATION (EIN 20-7118262)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-04-20
- IRS object ID
- 201821109349100302
- Schema version
- 2017v2.3
- 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
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-04-20T07:55:22-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363077757 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRAY HUNTER STENN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2602 W DEYOUNG ST | AddressLine1Txt |
| City | MARION | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62959 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 207118262 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN ANTHONY MILLER SCHOLARSHIP | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 6189426666 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 S PARK AVE | AddressLine1Txt |
| City | HERRIN | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62948 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THE BANK OF HERRIN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6189426666 | PhoneNum |
| Signature | 2018-03-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID A HAAS | PreparerPersonNm |
| PTIN | P00570709 | PTIN |
| Phone | 6189932647 | PhoneNum |
| Preparation | 2018-04-20 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $1,716,876 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $3,199 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,199 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $3,199 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $45,579 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $45,579 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $45,579 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $119,148 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $219,606 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $119,148 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $96 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $96 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $168,022 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $167,926 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $48,874 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $7,383 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,691 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $3,692 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $528 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $53 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $475 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,090 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $109 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $981 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $756 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $19 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $332 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $94 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $238 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,089 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,947 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,405 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $70,434 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $70,434 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $80,523 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,947 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $75,839 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $87,499 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $163,979 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $48,874 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,324 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,406 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,406 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,107,521 | CorporateStockBOYAmt |
| Corporate Stock EOY | $961,911 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $961,911 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,987 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,994 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,994 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $550,186 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $743,839 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $743,839 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $852 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,726 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,726 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,667,870 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,716,876 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,716,876 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,400,753 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,400,753 | CapitalStockEOYAmt |
| Retained Earning BOY | $267,117 | RetainedEarningBOYAmt |
| Retained Earning EOY | $316,123 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,667,870 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,716,876 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,667,870 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,716,876 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,667,870 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $87,499 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,755,369 | SubtotalAmt |
| Other Decreases | $38,493 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,716,876 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FRANKLIN FEDERAL | P | 2006-10-17 | 2017-09-05 | $36,427 | $36,729 | -$302 | -$302 |
| BAKER HUGHES | P | 2006-10-17 | 2017-08-31 | $13,716 | $23,464 | -$9,748 | -$9,748 |
| NORTHROP GRUMMAN CORP | P | 2006-10-17 | 2017-08-31 | $156,044 | $30,464 | $125,580 | $125,580 |
| ZIMMER HOLDINGS INC | P | 2006-10-17 | 2017-08-31 | $13,419 | $9,801 | $3,618 | $3,618 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $119,148 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,280 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,280 | SubtotalAmt |
| Tax Based On Investment Income | $3,280 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $680 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $680 | TotalPaymentsAndCreditsAmt |
| Tax Due | $2,600 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| 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 | IL | 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 |
| Individual With Books | BANK OF HERRIN TRUST DEPT | IndividualWithBooksNm |
| Phone | 6189426666 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 S PARK AVENUE | AddressLine1Txt |
| Address Line2 | PO BOX B | AddressLine2Txt |
| City | HERRIN | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62948 | 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 |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| THE BANK OF HERRIN | ||||||||
| 101 S PARK AVE | HERRIN | IL | 62948 | TRUSTEE | 000.00 | $7,383 | $0 | $0 |
| DON BRANDON | ||||||||
| 101 S PARK AVE | HERRIN | IL | 62948 | ADVISOR | 000.00 | $0 | $0 | $0 |
| BERT GORDON | ||||||||
| 101 S PARK AVE | HERRIN | IL | 62948 | ADVISOR | 000.00 | $0 | $0 | $0 |
| SALLY GROSS | ||||||||
| PO BOX 283 | CARTERVILLE | IL | 62918 | ADVISOR | 000.00 | $0 | $0 | $0 |
| BARBARA JACOBS | ||||||||
| 101 S PARK AVE | CARTERVILLE | IL | 62918 | ADVISOR | 000.00 | $0 | $0 | $0 |
| RANDY YOUNGBLOOD | ||||||||
| 101 S PARK AVE | HERRIN | IL | 62948 | ADVISOR | 000.00 | $0 | $0 | $0 |
| JEFF J WADDELL | ||||||||
| PO BOX 2071 | HERRIN | IL | 62948 | ADVISOR | 000.00 | $0 | $0 | $0 |
| JOHN HOMAN | ||||||||
| 101 S PARK AVE | HERRIN | IL | 62948 | ADVISOR | 000.00 | $0 | $0 | $0 |
| CARL SPEZIA | ||||||||
| PO BOX B | HERRIN | IL | 62948 | ADVISOR | 000.00 | $0 | $0 | $0 |
| BARB GUEBERT | ||||||||
| PO BOX 759 | ENERGY | IL | 62933 | ADVISOR | 000.00 | $0 | $0 | $0 |
| SHARON WALKER | ||||||||
| 717 S 22ND ST | HERRIN | IL | 62948 | ADVISOR | 000.00 | $0 | $0 | $0 |
| MARILYN DETOMASI | ||||||||
| 200 N 12TH ST | HERRIN | IL | 62948 | ADVISOR | 000.00 | $0 | $0 | $0 |
| GARY GRAY | ||||||||
| 1403 COLOMBO DRIVE | HERRIN | IL | 62948 | ADVISOR | 000.00 | $0 | $0 | $0 |
| ED TRESNAK | ||||||||
| DOGWOOD LANE | HERRIN | IL | 62948 | ADVISOR | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CHRISTIN RITTER SCHOLARSHIP AWARD | Description1Txt |
| Expenses1 | $10,000 | Expenses1Amt |
| Description2 | SAMANTHA WORKMAN SCHOLARSHIP AWARD | Description2Txt |
| Expenses2 | $7,502 | Expenses2Amt |
| Description3 | ETHAN L BENTLEY SCHOLARSHIP AWARD | Description3Txt |
| Expenses3 | $5,000 | Expenses3Amt |
| Description4 | D. WHITECOTTON SCHOLARSHIP AWARD | Description4Txt |
| Expenses4 | $5,000 | Expenses4Amt |
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 | $1,686,718 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,365 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,726 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,693,809 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,693,809 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,407 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,668,402 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $83,420 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $83,420 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,280 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,280 | TotalTaxAmt |
| Distributable Before Adj | $80,140 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $80,140 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $80,140 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $75,839 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $75,839 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $75,839 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $80,140 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $68,980 | UndistributedIncomePYAmt |
| Qualifying Distributions | $75,839 | QualifyingDistributionsAmt |
| Applied To Year1 | $68,980 | AppliedToYear1Amt |
| Applied To Current Year | $6,859 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $73,281 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOHN ANTHONY MILLER SCHOLARSHIP FDN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX B | AddressLine1Txt |
| Address Line2 | 101 S PARK AVE | AddressLine2Txt |
| City | HERRIN | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62948 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6189426666 | RecipientPhoneNum |
| Form And Info And Materials | INFORMAL WRITTEN OR VERBAL REQUESTS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| TIMOTHY WATSON SCHOLARSHIP AWARD | |||||||
| PO BOX B | HERRIN | IL | 62948 | NONE | INDIVIDUAL | EDUCATIONAL | $2,450 |
| SAMATHA WORKMAN SCHOLARSHIP AWARD | |||||||
| PO BOX B | HERRIN | IL | 62948 | NON | INDIVIDUAL | EDUCATIONAL | $7,502 |
| ASHLEY SONS SCHOLARSHIP AWARD | |||||||
| PO BOX B | HERRIN | IL | 62948 | NONE | INDIVIDUAL | EDUCATIONAL | $5,000 |
| ELIZABETH KUAN SCHOLARSHIP AWARD | |||||||
| PO BOX B | HERRIN | IL | 62948 | NONE | INDIVIDUAL | EDUCATIONAL | $2,500 |
| GEORGE MABLEY SCHOLARSHIP AWARD | |||||||
| PO BOX B | HERRIN | IL | 62948 | NONE | INDIVIDUAL | EDUCATIONAL | $3,350 |
| BRETT GREEN SCHOLARSHIP AWARD | |||||||
| PO BOX B | HERRIN | IL | 62948 | NONE | INDIVIDUAL | EDUCATIONAL | $4,655 |
| DONIELLE WHITECOTTON SCHOLARSHIP | |||||||
| PO BOX B | HERRIN | IL | 62948 | NONE | INDIVIDUAL | EDUCATIONAL | $5,000 |
| ETHAN BENTLEY SCHOLARSHIP AWARD | |||||||
| PO BOX B | HERRIN | IL | 62948 | NONE | INDIVIDUAL | EDUCATIONAL | $5,000 |
| CHRISTIN RITTER SCHOLARSHIP AWARD | |||||||
| PO BOX B | HERRIN | IL | 62948 | NONE | INDIVIDUAL | EDUCATIONAL | $10,000 |
| MADELINE STANLEY SCHOLARSHIP AWARD | |||||||
| PO BOX B | HERRIN | IL | 62948 | NONE | INDIVIDUAL | EDUCATIONAL | $5,000 |
| BAILEE ENDEBROCK SCHOLARSHIP AWARD | |||||||
| PO BOX B | HERRIN | IL | 62948 | NONE | INDIVIDUAL | EDUCATIONAL | $4,552 |
| MARY KATE HERMAN SCHOLARSHIP AWARD | |||||||
| PO BOX B | HERRIN | IL | 62948 | NONE | INDIVIDUAL | EDUCATIONAL | $4,379 |
| TYLER CORNELIUS SCHOLARSHIP AWARD | |||||||
| PO BOX B | HERRIN | IL | 62948 | NONE | INDIVIDUAL | EDUCATIONAL | $5,000 |
| ABIGAIL FRANKEL SCHOLARSHIP AWARD | |||||||
| PO BOX B | HERRIN | IL | 62948 | NONE | INDIVIDUAL | EDUCATIONAL | $2,500 |
| KYLEIGH STOUT SCHOLARSHIP AWARD | |||||||
| PO BOX B | HERRIN | IL | 62948 | NONE | INDIVIDUAL | EDUCATIONAL | $1,773 |
| KIERSTYNN HATFIELD SCHOLARSHIP AWAR | |||||||
| PO BOX B | HERRIN | IL | 62948 | NONE | INDIVIDUAL | EDUCATIONAL | $1,773 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $70,434 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,199 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $45,579 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $119,148 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $96 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $168,022 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $168,022 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | ABOVE AMOUNTS ARE EARNED ON ASSETS AND INVESTED BY THE FND |
| 4 | ABOVE AMOUNTS ARE EARNED ON ASSETS AND INVESTED BY THE FND |
| 8 | ABOVE AMOUNTS ARE EARNED ON ASSETS AND INVESTED BY THE FND |
| 11B | ABOVE AMOUNTS ARE FROM A CLASS ACTION LAWSUIT |
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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,090 | Amt |
| Net Investment Income | $109 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $981 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $4,994 | EOYBookValueAmt |
| EOYFMV | $4,994 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCKS | StockNm |
| EOY Book Value | $961,911 | EOYBookValueAmt |
| EOYFMV | $961,911 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CERTIFICATES OF DEPOSIT | FMV | $347,000 | $347,000 |
| MUTUAL FUNDS | FMV | $348,938 | $348,938 |
| PASSBOOK SAVINGS | FMV | $47,901 | $47,901 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $528 | LegalFeesAmt |
| Net Investment Income | $53 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $475 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIVIDENDS RECEIVABLE | $731 | $3,661 | $3,661 |
| INTEREST RECEIVABLE | $121 | $65 | $65 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED GAIN/LOSS ON REVALUATION | Desc |
| Amt | $38,493 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| ANNUAL FILING FEE | $15 | $11 | $4 |
| POSTAGE | $8 | $7 | $1 |
| OTHER FEES | $309 | $76 | $233 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $96 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $96 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| FEDERAL EXCISE TAX | $665 | |
| FOREIGN TAX | $91 | $19 |