E E & MAUD GREENWELL SCHOLARSHIP TRUST: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- E E & MAUD GREENWELL SCHOLARSHIP TRUST (EIN 35-6613402)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-12
- IRS object ID
- 202631329349101863
- Schema version
- 2025v4.1
- 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
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-12T12:41:01-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | 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 | 2025-01-01 | 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 |
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 |
| Signature | 2026-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Eleanor M Caldwell CPA | PreparerPersonNm |
| PTIN | P00634823 | PTIN |
| Phone | 8122329492 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,427,062 | 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 | $22,110 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $22,110 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $22,110 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $29,106 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,106 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $29,106 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $78,519 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $321,552 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $78,519 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $922 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $922 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $922 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $130,657 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $130,657 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $52,138 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $20,202 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $19,192 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,010 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $445 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $223 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $222 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,217 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,217 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,866 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,634 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,232 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $76,444 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $76,444 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $98,310 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,634 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $77,676 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $32,347 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $110,023 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $52,138 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $573 | CashBOYAmt |
| Cash EOY | $111 | CashEOYAmt |
| Cash EOYFMV | $111 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $151,092 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $192,084 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $192,084 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,274,932 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,255,444 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,831,363 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $385,395 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $396,700 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $403,504 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,811,992 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,844,339 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,427,062 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,811,992 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,844,339 | 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 | $1,811,992 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,844,339 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,811,992 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,844,339 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,811,992 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $32,347 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,844,339 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,844,339 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (47 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| Advantis US Sml Cap | 2022-03-21 | 2025-02-14 | $13,051 | $10,901 | $2,150 | $2,150 |
| Advantis US Sml Cap | 2022-03-21 | 2025-09-26 | $10,724 | $8,704 | $2,020 | $2,020 |
| Advantis US Sml Cap | 2022-03-21 | 2025-10-14 | $9,318 | $7,647 | $1,671 | $1,671 |
| Charles Schwab Corp | 2018-09-12 | 2025-02-14 | $3,697 | $2,343 | $1,354 | $1,354 |
| Charles Schwab Corp | 2019-02-27 | 2025-02-14 | $3,858 | $2,243 | $1,615 | $1,615 |
| Charles Schwab Corp | 2019-08-13 | 2025-02-14 | $5,144 | $2,434 | $2,710 | $2,710 |
| Charles Schwab Corp | 2022-10-18 | 2025-02-14 | $723 | $620 | $103 | $103 |
| Charles Schwab Corp | 2023-05-01 | 2025-02-14 | $3,215 | $2,070 | $1,145 | $1,145 |
| Citigroup Inc | 2022-07-20 | 2025-06-10 | $10,000 | $9,996 | $4 | $4 |
| Comcast Corp | 2019-02-27 | 2025-10-14 | $3,722 | $4,789 | -$1,067 | -$1,067 |
| Comcast Corp | 2020-04-01 | 2025-10-14 | $450 | $488 | -$38 | -$38 |
| Comcast Corp | 2021-01-22 | 2025-10-14 | $300 | $488 | -$188 | -$188 |
| Comcast Corp | 2022-03-21 | 2025-10-14 | $1,501 | $2,322 | -$821 | -$821 |
| Comcast Corp | 2022-10-18 | 2025-10-14 | $1,861 | $1,908 | -$47 | -$47 |
| Eli Lilly & Co | 2017-02-21 | 2025-10-14 | $3,266 | $323 | $2,943 | $2,943 |
| Eli Lilly & Co | 2018-09-12 | 2025-10-14 | $816 | $106 | $710 | $710 |
| Goldman Sachs Group Inc | 2022-07-15 | 2025-11-25 | $30,000 | $29,767 | $233 | $233 |
| Healthpeak OP LLC | 2018-07-16 | 2025-06-01 | $50,000 | $49,468 | $532 | $532 |
| Hood River Sml Cap Grw Inst | 2024-04-09 | 2025-09-26 | $4,715 | $3,490 | $1,225 | $1,225 |
| Invesco NASDAQ 100 ETF | 2022-10-18 | 2025-09-26 | $11,025 | $4,990 | $6,035 | $6,035 |
| Janus Henderson Enterprise I | 2018-09-12 | 2025-09-26 | $5,409 | $4,916 | $493 | $493 |
| Janus Henderson Enterprise I | 2018-09-12 | 2025-10-14 | $5,116 | $4,638 | $478 | $478 |
| Janus Henderson Glbl RE I | 2018-01-25 | 2025-02-14 | $12,791 | $12,878 | -$87 | -$87 |
| Nike Inc | 2017-02-21 | 2025-02-14 | $439 | $344 | $95 | $95 |
| Nike Inc | 2018-09-12 | 2025-02-14 | $1,609 | $1,819 | -$210 | -$210 |
| Nike Inc | 2019-02-27 | 2025-02-14 | $732 | $863 | -$131 | -$131 |
| Nike Inc | 2019-08-13 | 2025-02-14 | $512 | $582 | -$70 | -$70 |
| Nike Inc | 2021-01-22 | 2025-02-14 | $219 | $420 | -$201 | -$201 |
| Nike Inc | 2022-03-21 | 2025-02-14 | $1,463 | $2,594 | -$1,131 | -$1,131 |
| Nike Inc | 2022-10-18 | 2025-02-14 | $1,244 | $1,522 | -$278 | -$278 |
| NVIDIA Corp | 2022-10-18 | 2025-09-26 | $6,372 | $425 | $5,947 | $5,947 |
| NVIDIA Corp | 2022-10-18 | 2025-10-14 | $4,544 | $295 | $4,249 | $4,249 |
| Starbucks Corp | 2020-04-01 | 2025-02-14 | $6,098 | $3,387 | $2,711 | $2,711 |
| Starbucks Corp | 2022-03-21 | 2025-02-14 | $4,517 | $3,458 | $1,059 | $1,059 |
| Vanguard FTSE Developed Mkt ETF | 2022-03-21 | 2025-02-14 | $20,976 | $19,514 | $1,462 | $1,462 |
| Vanguard FTSE Developed Mkt ETF | 2022-03-21 | 2025-06-11 | $8,707 | $7,384 | $1,323 | $1,323 |
| Vanguard FTSE Developed Mkt ETF | 2022-03-21 | 2025-09-26 | $13,044 | $10,548 | $2,496 | $2,496 |
| Vanguard FTSE Developed Mkt ETF | 2022-03-21 | 2025-10-14 | $12,260 | $9,781 | $2,479 | $2,479 |
| Vanguard Industrials ETF | 2019-02-27 | 2025-10-14 | $2,082 | $1,001 | $1,081 | $1,081 |
| Vanguard IT ETF | 2018-09-12 | 2025-10-14 | $12,759 | $3,388 | $9,371 | $9,371 |
| Vanguard RE ETF | 2017-02-21 | 2025-06-11 | $1,179 | $1,002 | $177 | $177 |
| Vanguard RE ETF | 2018-09-12 | 2025-06-11 | $3,085 | $2,619 | $466 | $466 |
| Vanguard RE ETF | 2019-02-27 | 2025-06-11 | $1,089 | $940 | $149 | $149 |
| Vanguard RE ETF | 2020-04-01 | 2025-06-11 | $1,724 | $1,140 | $584 | $584 |
| Vanguard RE ETF | 2022-03-21 | 2025-06-11 | $1,633 | $1,858 | -$225 | -$225 |
| Vanguard RE ETF | 2022-10-18 | 2025-06-11 | $726 | $620 | $106 | $106 |
| Publicly Traded Securities | 2000-01-01 | 2025-12-31 | $23,837 | $23,837 | $23,837 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $78,519 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,529 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,529 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,529 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $640 | 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 | $640 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $889 | 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) |
|---|---|---|
| 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 | $20,202 | 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 | $2,177,124 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $129,039 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,306,163 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,306,163 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,592 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,271,571 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $113,579 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $113,579 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,529 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,529 | TotalTaxAmt |
| Distributable Before Adj | $112,050 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $112,050 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $112,050 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $77,676 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $77,676 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $112,050 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $55,450 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $77,676 | QualifyingDistributionsAmt |
| Applied To Year1 | $55,450 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $22,226 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $89,824 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
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 (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Butler University FBO Nicholas Kauf | |||||||
| 4600 Sunset Ave | Indianapolis | IN | 46208 | None | I | Higher Education | $1,250 |
| Butler University FBO Nicholas Kauf | |||||||
| 4600 Sunset Ave | Indianapolis | IN | 46208 | None | I | Higher Education | $1,250 |
| Indiana State University FBO Bradee | |||||||
| 200 North Seventh Street | Terre Haute | IN | 47802 | None | I | Higher Education | $1,250 |
| Indiana State University FBO Gavin | |||||||
| 200 North Seventh Street | Terre Haute | IN | 47802 | None | I | Higher Education | $1,250 |
| Indiana State University FBO Gracie | |||||||
| 200 North Seventh Street | Terre Haute | IN | 47802 | None | I | Higher Education | $1,250 |
| Indiana State University FBO Joshua | |||||||
| 200 North Seventh Street | Terre Haute | IN | 47802 | None | I | Higher Education | $1,250 |
| Indiana State University FBO Melani | |||||||
| 200 North Seventh Street | Terre Haute | IN | 47802 | None | I | Higher Education | $1,250 |
| Indiana State University FBO Melani | |||||||
| 200 North Seventh Street | Terre Haute | IN | 47802 | None | I | Higher Education | $1,250 |
| Indiana State University FBO Samant | |||||||
| 200 North Seventh Street | Terre Haute | IN | 47802 | None | I | Higher Education | $4,989 |
| Indiana State University FBO Samant | |||||||
| 200 North Seventh Street | Terre Haute | IN | 47802 | None | I | Higher Education | $4,989 |
| Indiana State University FBO Samuel | |||||||
| 200 North Seventh Street | Terre Haute | IN | 47802 | None | I | Higher Education | $4,989 |
| Indiana State University FBO Trey D | |||||||
| 200 North Seventh Street | Terre Haute | IN | 47802 | None | I | Higher Education | $1,250 |
| Indiana State University FBO Trey D | |||||||
| 200 North Seventh Street | Terre Haute | IN | 47802 | None | I | Higher Education | $1,250 |
| Indiana State University FBO Zach S | |||||||
| 200 North Seventh Street | Terre Haute | IN | 47802 | None | I | Higher Education | $1,250 |
| Indiana State University FBO Zach S | |||||||
| 200 North Seventh Street | Terre Haute | IN | 47802 | None | I | Higher Education | $1,250 |
| Indiana Wesleyan University FBO Dal | |||||||
| 4201 S Washington St | Marion | IN | 46953 | None | I | Higher Education | $1,250 |
| Indiana Wesleyan University FBO Dal | |||||||
| 4201 S Washington St | Marion | IN | 46953 | None | I | Higher Education | $1,250 |
| Ivy Tech Community College FBO Ava | |||||||
| 8000 Education Dr | Terre Haute | IN | 47802 | None | I | Higher Education | $1,249 |
| Kansas State University FBO Makenna | |||||||
| 919 Mid-Campus Drive North | Manhattan | KS | 66506 | None | I | Higher Education | $1,250 |
| Purdue University FBO Layla Lee | |||||||
| 610 Purdue Mall | West Lafayette | IN | 47907 | None | I | Higher Education | $1,250 |
| Purdue University FBO Layla Lee | |||||||
| 610 Purdue Mall | West Lafayette | IN | 47907 | None | I | Higher Education | $1,250 |
| Purdue University FBO Marlee Blanke | |||||||
| 610 Purdue Mall | West Lafayette | IN | 47907 | None | I | Higher Education | $1,250 |
| Rose Hulman Institute of Technology | |||||||
| 5500 Wabash Ave CM 21 | Terre Haute | IN | 47803 | None | I | Higher Education | $3,333 |
| Rose Hulman Institute of Technology | |||||||
| 5500 Wabash Ave CM 21 | Terre Haute | IN | 47803 | None | I | Higher Education | $3,334 |
| Rose Hulman Institute of Technology | |||||||
| 5500 Wabash Ave CM 21 | Terre Haute | IN | 47803 | None | I | Higher Education | $3,333 |
| Rose Hulman Institute of Technology | |||||||
| 5500 Wabash Ave CM 21 | Terre Haute | IN | 47803 | None | I | Higher Education | $3,334 |
| Rose Hulman Institute of Technology | |||||||
| 5500 Wabash Ave CM 21 | Terre Haute | IN | 47803 | None | I | Higher Education | $3,333 |
| Rose Hulman Institute of Technology | |||||||
| 5500 Wabash Ave CM 21 | Terre Haute | IN | 47803 | None | I | Higher Education | $3,333 |
| Rose Hulman Institute of Technology | |||||||
| 5500 Wabash Ave CM 21 | Terre Haute | IN | 47803 | None | I | Higher Education | $3,334 |
| Rose Hulman Institute of Technology | |||||||
| 5500 Wabash Ave CM 21 | Terre Haute | IN | 47803 | None | I | Higher Education | $834 |
| Rose Hulman Institute of Technology | |||||||
| 5500 Wabash Ave CM 21 | Terre Haute | IN | 47803 | None | I | Higher Education | $3,334 |
| University of Southern Indiana FBO | |||||||
| 8600 University Blvd | Evansville | IN | 47712 | None | I | Higher Education | $4,488 |
| University of Southern Indiana FBO | |||||||
| 8600 University Blvd | Evansville | IN | 47712 | None | I | Higher Education | $4,488 |
| Indiana State University FBO Joshua | |||||||
| 200 North Seventh Street | Terre Haute | IN | 47802 | None | I | Higher Education | $1,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $76,444 | 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 | $22,110 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,106 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $78,519 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PY tax refund | Desc |
| Related Or Exempt Function Incm | $922 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $129,735 | ExclusionAmt |
| Related Or Exempt Function Incm | $922 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $130,657 | 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 | 8 | LineNumberTxt |
| Relationship Statement | Capital gains from investment property held by trust | RelationshipStatementTxt |
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 | $445 | Amt |
| Net Investment Income | $223 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $222 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (10 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| American Honda Finance | $40,153 | $40,450 |
| CVS Health 4.30% Due 3/25/28 | $49,923 | $50,159 |
| McKesson Corp 4.75% Due 05/30/29 | $39,633 | $40,557 |
| Phillip Morris Intl Inc 4.875% Due 02/15/28 | $24,864 | $25,473 |
| Royal Bank of Canada 5.20% Due 01/31/33 | $15,000 | $15,151 |
| University Bank NA 4.35% Due 03/08/28 | $30,000 | $30,522 |
| Paramount Global 4% Due 1/15/26 | $49,171 | $49,985 |
| Tapestry Inc 4.125% 7/15/27 | $47,969 | $49,954 |
| John Deere Capital Corp 5.05% Due 6/12/34 | $50,231 | $51,625 |
| Lowe's Cos Inc 4.85% Due 10/15/35 | $49,756 | $49,628 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (46 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Abbott Labs | $6,194 | $12,278 |
| AM Tower | $3,981 | $4,565 |
| Apple Inc | $2,800 | $17,399 |
| Avantis US Small Cap Value | $61,316 | $75,363 |
| BHP Billiton LTD | $3,418 | $4,166 |
| Dodge & Cox Inc | $69,848 | $70,504 |
| Driehaus Emerg Mkts Grw | $68,634 | $96,273 |
| Eli Lilly & Co | $2,214 | $21,494 |
| Exxon Mobile | $4,119 | $5,536 |
| Home Depot Inc | $7,047 | $12,388 |
| Hood River Sm Cap Grow Inst | $71,268 | $98,296 |
| Invesco NASDAQ 100 ETF | $51,448 | $117,355 |
| Janus Enterprise | $225,753 | $236,660 |
| Janus Hndrsn Glbl Rl Est | $55,145 | $52,530 |
| Johnson Control Intl | $8,846 | $16,166 |
| JP Morgan | $8,062 | $25,133 |
| Linde PLC | $1,895 | $4,690 |
| Lockheed Martin Corp | $8,954 | $12,092 |
| Meta Inc | $8,191 | $29,704 |
| Microsoft | $3,966 | $16,927 |
| Mondelez Intl | $4,657 | $5,706 |
| Nextera Energy Inc | $8,630 | $10,677 |
| Nvidia Corp | $3,248 | $51,288 |
| Palo Alto Networks Inc | $3,809 | $21,736 |
| Paypal Holdings Inc | $27,392 | $19,791 |
| Proctor & Gamble | $12,641 | $14,331 |
| Suncor Energy | $5,276 | $7,630 |
| Sysco Corporation | $4,285 | $7,737 |
| Thermo Fisher Scientific Inc | $5,234 | $11,010 |
| Thornburg LTD Trm Inc | $56,555 | $53,408 |
| Van Consumer | $23,349 | $34,665 |
| Van Consumer Staple | $11,666 | $15,421 |
| Van FTSE Developed Markets ETF | $116,229 | $156,800 |
| Vanguard Energy ETF | $6,061 | $15,110 |
| Vanguard Financial ETF | $25,333 | $44,319 |
| Vanguard Health Care | $30,673 | $50,374 |
| Vanguard Inds ETF | $10,716 | $20,887 |
| Vanguard Info Tech | $58,347 | $158,294 |
| Vanguard Inlt Growth | $75,488 | $76,836 |
| Vanguard Materials ETF | $4,134 | $7,057 |
| Vanguard Telecom | $18,840 | $40,662 |
| Vanguard Utilities ETF | $8,341 | $12,583 |
| Visa Inc Class A | $7,669 | $16,133 |
| Amazon | $18,088 | $20,081 |
| Chipotle | $18,720 | $12,950 |
| Intercontinental Exchange | $16,964 | $16,358 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADR Fee | Desc |
| Revenue And Expenses Per Books | $2 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PY tax refund | Desc |
| Revenue And Expenses Per Books | $922 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $922 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $922 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Foreign Taxes Withheld | $577 | $577 | $0 | $0 |
| Estimated Tax on Investment Income | $640 | $640 | $0 | $0 |