JOHN ANTHONY MILLER SCHOLARSHIP FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- JOHN ANTHONY MILLER SCHOLARSHIP FOUNDATION (EIN 20-7118262)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-04-04
- IRS object ID
- 201120949349100402
- Schema version
- 2010v3.2
- 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
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-04-04T11:21:11-07:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRAY HUNTER STENN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 207118262 | EIN |
Name Name
| 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) |
|---|---|---|
| Name Control | JOHN | NameControl |
| Phone | 6189426666 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BARBARA JACOBS | Name |
| Title | VP/ TRUST OFFICER | Title |
| Date Signed | 2011-04-04 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THOMAS M STINSON | Name |
| Phone | 6189932647 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1164932 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 8541 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 8541 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 8541 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 31005 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 31005 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 31005 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | -63103 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 125349 | GrossSalesPrice |
| Other Income Rev And Expnss | 23 | OtherIncomeRevAndExpnss |
| Total Revenue And Expenses | -23534 | TotalRevenueAndExpenses |
| Total Net Investment Income | 39546 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 39546 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 5877 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 4408 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 1469 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1038 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 779 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 259 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 733 | TaxesRevAndExpnss |
| Taxes Dsbrs Chrtbl Prps | 31 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 0 | DeprecAndDepletionRevAndExpnss |
| Other Expenses Rev And Expnss | 65 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 49 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 16 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 7713 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 5236 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1775 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 59674 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 59674 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 67387 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 5236 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 61449 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -90921 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 34310 | NetInvestmentIncome |
| Adjusted Net Income | 39546 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 13145 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 8044 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 8044 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 13765 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 13935 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 13935 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 605949 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 580503 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 580503 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 70175 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 86827 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 86827 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 468997 | InvestmentsOtherBOY |
| Investments Other EOY | 475358 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 475358 | InvestmentsOtherEOYFMV |
| Other Assets EOY | 265 | OtherAssetsEOY |
| Other Assets EOYFMV | 265 | OtherAssetsEOYFMV |
| Total Assets BOY | 1172031 | TotalAssetsBOY |
| Total Assets EOY | 1164932 | TotalAssetsEOY |
| Total Assets EOYFMV | 1164932 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 1400753 | CapitalStockBOY |
| Capital Stock EOY | 1400753 | CapitalStockEOY |
| Retained Earnings BOY | -228722 | RetainedEarningsBOY |
| Retained Earnings EOY | -235821 | RetainedEarningsEOY |
| Total Net Assets BOY | 1172031 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1164932 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1172031 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1164932 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1172031 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -90921 | ExcessOfRevenueOverExpenses |
| Other Increases | 83822 | OtherIncreases |
| Subtotal | 1164932 | Subtotal |
| Total Net Assets Fund Balances EOY | 1164932 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 400 SHARES MOTOROLA | D | 2006-10-17 | 2010-01-27 | 2888 | 8472 | -5584 | -5584 |
| 300 SHARES IMB CORP | D | 2006-10-17 | 2010-07-06 | 37508 | 25038 | 12470 | 12470 |
| 368 SHARES DOW CHEMICAL CO | D | 2006-10-17 | 2010-08-27 | 8535 | 17646 | -9111 | -9111 |
| 400 SHARES BP PLC ADR | D | 2006-10-17 | 2010-06-15 | 13199 | 26352 | -13153 | -13153 |
| 2648 SHARES AMEREN CORP. | P | 2008-08-25 | 2010-07-06 | 63219 | 110944 | -47725 | -47725 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -63103 | CapitalGainNetIncome |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 686 | InvestmentIncomeExciseTax |
| Subtotal | 686 | Subtotal |
| Tax Based On Investment Income | 686 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 840 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 840 | TotalCreditsAndPayments |
| Overpayment | 154 | Overpayment |
| Amount Credited To Next Year | 154 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | IL | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF HERRIN TRUST DEPT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 6189426666 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (18 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| ED TRESNAK | ||||||
| DOGWOOD LANE | HERRIN | IL | 62948 | ADVISOR | 0.00 | 0 |
| RICHARD PISONI | ||||||
| 630 INDIAN HILL DRIVE | HERRIN | IL | 62948 | ADVISOR | 0.00 | 0 |
| MARGE HARMON | ||||||
| 620 N 7TH ST | HERRIN | IL | 62948 | ADVISOR | 0.00 | 0 |
| GARY GRAY | ||||||
| 1403 COLOMBO DRIVE | HERRIN | IL | 62948 | ADVISOR | 0.00 | 0 |
| MARILYN DETOMASI | ||||||
| 200 N 12TH ST | HERRIN | IL | 62948 | ADVISOR | 0.00 | 0 |
| SHARON WALKER | ||||||
| 717 S 22ND ST | HERRIN | IL | 62948 | ADVISOR | 0.00 | 0 |
| KENT SMITH | ||||||
| 1504 ANDREW PLACE | HERRIN | IL | 62948 | ADVISOR | 0.00 | 0 |
| BECKY JONES | ||||||
| PO BOX 1184 | HERRIN | IL | 62948 | ADVISOR | 0.00 | 0 |
| BARB GUEBERT | ||||||
| PO BOX 759 | ENERGY | IL | 62933 | ADVISOR | 0.00 | 0 |
| CARL GOODWIN | ||||||
| PO BOX B | HERRIN | IL | 62948 | ADVISOR | 0.00 | 0 |
| MARK COLLINS | ||||||
| 500 N 10TH ST | HERRIN | IL | 62948 | ADVISOR | 0.00 | 0 |
| JEFF J WADDELL | ||||||
| PO BOX 2071 | HERRIN | IL | 62948 | ADVISOR | 0.00 | 0 |
| VIC RITTER | ||||||
| 705 N 12TH ST | HERRIN | IL | 62948 | ADVISOR | 0.00 | 0 |
| MIKE HUDSON | ||||||
| 12905 ALLEN ROAD | CARTERVILLE | IL | 62918 | ADVISOR | 0.00 | 0 |
| SALLY GROSS | ||||||
| PO BOX 283 | CARTERVILLE | IL | 62918 | ADVISOR | 0.00 | 0 |
| DAYTON FRANKLIN | ||||||
| 905 S 12TH ST | HERRIN | IL | 62948 | ADVISOR | 0.00 | 0 |
| DON BENITONE | ||||||
| 2517 N 13TH ST | HERRIN | IL | 62948 | ADVISOR | 0.00 | 0 |
| THE BANK OF HERRIN | ||||||
| 101 S PARK AVE | HERRIN | IL | 62948 | Trustee | 0.00 | 5877 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PHILLIP PALMER SCHOLARSHIP AWARD | Description1 |
| Expenses1 | 9385 | Expenses1 |
| Description2 | ABBY SCHROEDER SCHOLARSHIP AWARD | Description2 |
| Expenses2 | 7273 | Expenses2 |
| Description3 | LOUIS GUALDONI SCHOLARSHIP AWARD | Description3 |
| Expenses3 | 6847 | Expenses3 |
| Description4 | ANNA PURCELL SCHOLARSHIP AWARD | Description4 |
| Expenses4 | 5000 | Expenses4 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1155754 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 10595 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 265 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1166614 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 1166614 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 17499 | CashDeemedCharitable |
| Net Noncharitable Assets | 1149115 | NetNoncharitableAssets |
| Minimum Investment Return | 57456 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 57456 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 686 | TaxBasedOnInvestmentIncome |
| Total Tax | 686 | TotalTax |
| Distributable Amount Before Adj | 56770 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 56770 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 56770 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 61449 | ExpensesAndContributions |
| Qualifying Distributions | 61449 | QualifyingDistributions |
| Adj Qualifying Distributions | 61449 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 56770 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 50851 | UndistributedIncomePriorYear |
| Qualifying Distributions | 61449 | QualifyingDistributions |
| Applied To Year1 | 50851 | AppliedToYear1 |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 10598 | AppliedToCurrentYear |
| Undistributed Income CY | 46172 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | TRUST DEPT | RecipientName |
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 Number | 6189426666 | RecipientPhoneNumber |
| Form And Info And Materials | INFORMAL WRITTEN OR VERBAL REQUESTS. | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (12 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ABBY SCHROEDER SCHOLARSHIP AWARD | |||||||
| PO BOX B | HERRIN | IL | 62948 | NONE | NONE | EDUCATIONAL | $7,273 |
| WHITNEY LAUREN MCVEY SCHOLARSHIP AW | |||||||
| PO BOX B | HERRIN | IL | 62948 | NONE | NONE | EDUCATIONAL | $5,000 |
| MORGAN HELFRICH SCHOLARSHIP AWARD | |||||||
| PO BOX B | HERRIN | IL | 62948 | NONE | NONE | EDUCATIONAL | $1,726 |
| JEREMY CURRAN SCHOLARSHIP AWARD | |||||||
| PO BOX B | HERRIN | IL | 62948 | NONE | NONE | EDUCATIONAL | $5,000 |
| AMANDA WIELAND SCHOLARSHIP AWARD | |||||||
| PO BOX B | HERRIN | IL | 62948 | NONE | NONE | EDUCATIONAL | $3,294 |
| PHILLIP PALMER SCHOLARSHIP AWARD | |||||||
| PO BOX B | HERRIN | IL | 62948 | NONE | NONE | EDUCATIONAL | $9,385 |
| STEPHENEY STUDER SCHOLARSHIP AWARD | |||||||
| PO BOX B | HERRIN | IL | 62948 | NONE | NONE | EDUCATIONAL | $3,959 |
| LOUIS GUALDONI SCHOLARSHIP AWARD | |||||||
| PO BOX B | HERRIN | IL | 62948 | NONE | NONE | EDUCATIONAL | $6,847 |
| ANNA PURCELL SCHOLARSHIP AWARD | |||||||
| PO BOX B | HERRIN | IL | 62948 | NONE | NONE | EDUCATIONAL | $5,000 |
| BRIAN JULIAN SCHOLARSHIP AWARD | |||||||
| PO BOX B | HERRIN | IL | 62948 | NONE | NONE | EDUCATIONAL | $3,279 |
| TRAVIS CRIPPS SCHOLARSHIP AWARD | |||||||
| PO BOX B | HERRIN | IL | 62948 | NONE | NONE | EDUCATIONAL | $4,428 |
| BRADLEY BUDDE SCHOLARSHIP AWARD | |||||||
| PO BOX B | HERRIN | IL | 62948 | NONE | NONE | EDUCATIONAL | $4,483 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 59674 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $8,541 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $31,005 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | -$63,103 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS INCOME | Description |
| Related Or Exempt Function Income | 23 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$23,557 | ExclusionAmount |
| Related Or Exempt Function Income | 23 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -23534 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 348 | LineNumber |
| Relationship Statement | ABOVE INCOME AMOUNTS ARE EARNED ON ASSETS AND INVESTED BY THE FOUNDATION. | RelationshipStatement |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GRAY HUNTER STENN | Category |
| Amount | $1,038 | Amount |
| Net Investment Income | 779 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 259 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | CORPORATE BONDS | NameOfBond |
| EOY Book Value | 86827 | EOYBookValue |
| EOYFMV | 86827 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| COMMON STOCKS | 555373 | 555373 |
| PREFERRED STOCKS | 25130 | 25130 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Securities EOY Book Val | 13935 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 13935 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| MUTUAL FUNDS | FMV | 245252 | 245252 |
| CERTIFICATES OF DEPOSIT | FMV | 230106 | 230106 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DIVIDENDS RECEIVABLE | Description |
| EOY Book Value | 265 | EOYBookValue |
| EOYFMV | 265 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| POSTAGE | 38 | 29 | 9 |
| OTHER FEES | 12 | 9 | 3 |
| FILING FEES | 15 | 11 | 4 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS INCOME | Description |
| Revenue And Expenses Per Books | 23 | RevenueAndExpensesPerBooks |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MARKET REVALUATION | Description |
| Amount | $83,822 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| FOREIGN TAX | $125 | 31 |
| FEDERAL EXCISE TAX | $608 |