JOHN ANTHONY MILLER SCHOLARSHIP FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- JOHN ANTHONY MILLER SCHOLARSHIP FOUNDATION (EIN 20-7118262)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-03-24
- IRS object ID
- 201440839349100209
- Schema version
- 2013v3.1
- 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 Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-03-24T11:28:55-07:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRAY HUNTER STENN LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2602 W DEYOUNG ST | AddressLine1 |
| City | MARION | City |
| State | IL | State |
| ZIP Code | 62959 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| Business Name Line2 | FOUNDATION | BusinessNameLine2 |
| 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 | AddressLine1 |
| City | HERRIN | City |
| State | IL | State |
| ZIP Code | 62948 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA JACOBS | PersonNm |
| Person Title | VP/ TRUST OFFICER | PersonTitleTxt |
| Signature | 2014-03-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JALAYNE M LUCKETT | PreparerPersonNm |
| PTIN | P00107748 | PTIN |
| Phone | 6189932647 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,352,250 | 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 | $7,884 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,884 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $7,884 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $24,955 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,955 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $24,955 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $31,317 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $167,780 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $31,317 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $64,156 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $64,156 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $32,839 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $5,525 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,762 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,763 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,040 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $104 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $936 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $964 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $28 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $360 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $270 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $90 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,889 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,136 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,817 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $30,234 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $30,234 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $38,123 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,136 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $34,051 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $26,033 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $61,020 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $32,839 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,991 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,194 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,194 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $15,006 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $14,629 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $14,629 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $658,381 | CorporateStockBOYAmt |
| Corporate Stock EOY | $720,432 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $720,432 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $93,940 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,998 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,998 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $442,414 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $603,804 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $603,804 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $171 | OtherAssetsBOYAmt |
| Other Assets EOY | $193 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $193 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,217,903 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,352,250 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,352,250 | 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 | -$182,850 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$48,503 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,217,903 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,352,250 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,217,903 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,352,250 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,217,903 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $26,033 | ExcessRevenueOverExpensesAmt |
| Other Increases | $108,314 | OtherIncreasesAmt |
| Subtotal | $1,352,250 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,352,250 | 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 |
|---|---|---|---|---|---|---|---|
| 30000 GENERAL ELECTRIC CORP BOND | P | 2006-10-17 | 2013-02-15 | $30,000 | $30,236 | -$236 | -$236 |
| 60000 GENERAL MOTORS ACCP CORP BOND | P | 2006-10-17 | 2013-07-15 | $60,000 | $50,320 | $9,680 | $9,680 |
| 1000 SHARES J P MORGAN CHASE & CO | P | 2006-10-17 | 2013-05-08 | $25,000 | $25,450 | -$450 | -$450 |
| 728 SHARES HEINZ HJ CO | P | 2001-01-01 | 2013-06-11 | $52,780 | $30,457 | $22,323 | $22,323 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $31,317 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,220 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,220 | SubtotalAmt |
| Tax Based On Investment Income | $1,220 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $920 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $920 | TotalPaymentsAndCreditsAmt |
| Tax Due | $300 | TaxDueAmt |
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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF HERRIN TRUST DEPT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6189426666 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 S PARK AVE | AddressLine1 |
| City | HERRIN | City |
| State | IL | State |
| ZIP Code | 62948 | ZIPCode |
| 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (18 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| THE BANK OF HERRIN | ||||||
| 101 S PARK AVE | HERRIN | IL | 62948 | Trustee | 0.00 | $5,525 |
| DON BENITONE | ||||||
| 2517 N 13TH ST | HERRIN | IL | 62948 | ADVISOR | 0.00 | $0 |
| DAYTON FRANKLIN | ||||||
| 905 S 12TH ST | HERRIN | IL | 62948 | ADVISOR | 0.00 | $0 |
| SALLY GROSS | ||||||
| PO BOX 283 | CARTERVILLE | IL | 62918 | ADVISOR | 0.00 | $0 |
| MIKE HUDSON | ||||||
| 12905 ALLEN ROAD | CARTERVILLE | IL | 62918 | ADVISOR | 0.00 | $0 |
| VIC RITTER | ||||||
| 705 N 12TH ST | HERRIN | IL | 62948 | ADVISOR | 0.00 | $0 |
| JEFF J WADDELL | ||||||
| PO BOX 2071 | HERRIN | IL | 62948 | ADVISOR | 0.00 | $0 |
| MARK COLLINS | ||||||
| 500 N 10TH ST | HERRIN | IL | 62948 | ADVISOR | 0.00 | $0 |
| CARL GOODWIN | ||||||
| PO BOX B | HERRIN | IL | 62948 | ADVISOR | 0.00 | $0 |
| BARB GUEBERT | ||||||
| PO BOX 759 | ENERGY | IL | 62933 | ADVISOR | 0.00 | $0 |
| BECKY JONES | ||||||
| PO BOX 1184 | HERRIN | IL | 62948 | ADVISOR | 0.00 | $0 |
| KENT SMITH | ||||||
| 1504 ANDREW PLACE | HERRIN | IL | 62948 | ADVISOR | 0.00 | $0 |
| SHARON WALKER | ||||||
| 717 S 22ND ST | HERRIN | IL | 62948 | ADVISOR | 0.00 | $0 |
| MARILYN DETOMASI | ||||||
| 200 N 12TH ST | HERRIN | IL | 62948 | ADVISOR | 0.00 | $0 |
| GARY GRAY | ||||||
| 1403 COLOMBO DRIVE | HERRIN | IL | 62948 | ADVISOR | 0.00 | $0 |
| MARGE HARMON | ||||||
| 620 N 7TH ST | HERRIN | IL | 62948 | ADVISOR | 0.00 | $0 |
| RICHARD PISONI | ||||||
| 630 INDIAN HILL DRIVE | HERRIN | IL | 62948 | ADVISOR | 0.00 | $0 |
| ED TRESNAK | ||||||
| DOGWOOD LANE | HERRIN | IL | 62948 | ADVISOR | 0.00 | $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 | JOSH FRATTINI SCHOLARSHIP AWARD | Description1Txt |
| Expenses1 | $6,497 | Expenses1Amt |
| Description2 | JESSICA LOYD SCHOLARSHIP AWARD | Description2Txt |
| Expenses2 | $5,000 | Expenses2Amt |
| Description3 | MARY KATE HERMAN SCHOLARSHIP AWARD | Description3Txt |
| Expenses3 | $5,000 | Expenses3Amt |
| Description4 | TAYLOR EISENHAUER SCHOLARSHIP AWARD | Description4Txt |
| Expenses4 | $5,000 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,276,802 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,093 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $194 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,285,089 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,285,089 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,276 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,265,813 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $63,291 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $63,291 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,220 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,220 | TotalTaxAmt |
| Distributable Before Adj | $62,071 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $62,071 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $62,071 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $34,051 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $34,051 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $34,051 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $62,071 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $30,323 | UndistributedIncomePYAmt |
| Qualifying Distributions | $34,051 | QualifyingDistributionsAmt |
| Applied To Year1 | $30,323 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,728 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $58,343 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | TRUST DEPT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX B | AddressLine1 |
| City | HERRIN | City |
| State | IL | State |
| ZIP Code | 62948 | ZIPCode |
| 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 (7 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| JOSH FRATTINI SCHOLARSHIP AWARD | |||||||
| PO BOX B | HERRIN | IL | 62948 | NONE | NONE | EDUCATIONAL | $6,497 |
| JESSICA LOYD SCHOLARSHIP AWARD | |||||||
| PO BOX B | HERRIN | IL | 62948 | NONE | NONE | EDUCATIONAL | $5,000 |
| GEORGE MABLEY SCHOLARSHIP AWARD | |||||||
| PO BOX B | HERRIN | IL | 62948 | NONE | NONE | EDUCATIONAL | $1,237 |
| MARY KATE HERMAN SCHOLARSHIP AWARD | |||||||
| PO BOX B | HERRIN | IL | 62948 | NONE | NONE | EDUCATIONAL | $5,000 |
| TAYLOR EISENHAUER SCHOLARSHIP AWARD | |||||||
| PO BOX B | HERRIN | IL | 62948 | NONE | NONE | EDUCATIONAL | $5,000 |
| KARSEN MCKINNEY SCHOLARSHIP AWARD | |||||||
| PO BOX B | HERRIN | IL | 62948 | NONE | NONE | EDUCATIONAL | $5,000 |
| KASEY PARIS SCHOLARSHIP AWARD | |||||||
| PO BOX B | HERRIN | IL | 62948 | NONE | NONE | EDUCATIONAL | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $30,234 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,884 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,955 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $31,317 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $64,156 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $64,156 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 348 | LineNumberTxt |
| Relationship Statement | ABOVE INCOME AMOUNTS ARE EARNED ON ASSETS AND INVESTED BY THE FOUNDATION. | RelationshipStatementTxt |
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 | $1,040 | Amt |
| Net Investment Income | $104 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $936 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $4,998 | EOYBookValueAmt |
| EOYFMV | $4,998 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PREFERRED STOCKS | ||
| COMMON STOCKS | $720,432 | $720,432 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $14,629 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $14,629 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CERTIFICATES OF DEPOSIT | FMV | $274,431 | $274,431 |
| PASSBOOK SAVINGS | FMV | $22,382 | $22,382 |
| MUTUAL FUNDS | FMV | $306,991 | $306,991 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIVIDENDS RECEIVABLE | $135 | $168 | $168 |
| INTEREST RECEIVABLE | $36 | $25 | $25 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ANNUAL FILING FEE | $15 | $11 | $4 |
| MISCELLANEOUS | $54 | $41 | $13 |
| OTHER FEES | $284 | $213 | $71 |
| POSTAGE | $7 | $5 | $2 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| FEDERAL EXCISE TAX | $852 | |
| FOREIGN TAX | $112 | $28 |