DWIGHT & VIRGINIA DEEN SCHOEFF SCHOLARSHIP TR: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
DWIGHT & VIRGINIA DEEN SCHOEFF SCHOLARSHIP TR (EIN 20-6408218)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-03-21
IRS object ID
201910809349100751
Schema version
2018v3.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-03-21T12:42:28-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN352123203PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KSM BUSINESS SERVICES INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 40857AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP462400857ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN206408218EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DWIGHT & VIRGINIA DEEN SCHOEFFBusinessNameLine1Txt
Business Name Line2SCHOLARSHIP TR ST 016140BusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlDWIGBusinessNameControlTxt
Phone7657471500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1200 EAST JACKSON STREETAddressLine1Txt
CityMUNCIECityNm
State AbbreviationINStateAbbreviationCd
ZIP47305ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUMMER L GIBSONPersonNm
Person TitleTRUST OFFICERPersonTitleTxt
Phone7657471500PhoneNum
Signature2019-03-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCASSE TATEPreparerPersonNm
PTINP01271193PTIN
Phone3175802000PhoneNum
Preparation2019-03-07PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address64.132.79.19IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-03-13IPDt
IP Tm15:28:10IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdC468C3A89509DE942925015A5A977E3B3BD0BBC4AtSubmissionCreationDeviceId
At Submission Filing Device IdBBDC66540045C57DF7301DCF6EDAFB3C14A56A71AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,270,635FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$49,348DividendsRevAndExpnssAmt
Dividends Net Invst Incm$49,348DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$99,796NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$224,640GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$99,796CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$7,301OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$156,445TotalRevAndExpnssAmt
Total Net Invst Incm$149,144TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$19,554CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$5,866CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$13,688CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$902LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,200AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$440AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$239TaxesRevAndExpnssAmt
Taxes Net Invst Incm$239TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$22,895TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,105TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$14,128TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$123,966ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$123,966ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$146,861TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,105TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$138,094TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$9,584ExcessRevenueOverExpensesAmt
Net Investment Income$143,039NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$171CashBOYAmt
Cash EOY$106CashEOYAmt
Cash EOYFMV$106CashEOYFMVAmt
Sav And Temp Cash Invst BOY$20,405SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$75,960SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$75,960SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$1,059AcctRcvblAmt
Acct Rcvbl BOY$473AcctRcvblBOYAmt
Acct Rcvbl EOY$1,059AcctRcvblEOYAmt
US Government Obligations BOY$299,850USGovernmentObligationsBOYAmt
US Government Obligations EOY$299,850USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$295,523USGovtObligationsEOYFMVAmt
Corporate Stock BOY$863,396CorporateStockBOYAmt
Corporate Stock EOY$818,787CorporateStockEOYAmt
Corporate Stock EOYFMV$1,199,034CorporateStockEOYFMVAmt
Corporate Bonds BOY$714,698CorporateBondsBOYAmt
Corporate Bonds EOY$712,815CorporateBondsEOYAmt
Corporate Bonds EOYFMV$700,012CorporateBondsEOYFMVAmt
Total Assets BOY$1,898,993TotalAssetsBOYAmt
Total Assets EOY$1,908,577TotalAssetsEOYAmt
Total Assets EOYFMV$2,270,635TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$1,898,993CapitalStockBOYAmt
Capital Stock EOY$1,898,993CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$9,584RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,898,993TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,908,577TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,898,993TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,908,577TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,898,993TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$9,584ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,908,577SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,908,577TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLIC TRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$224,640GrossSalesPriceAmt
Cost Or Other Basis$124,844CostOrOtherBasisAmt
Gain Or Loss$99,796GainOrLossAmt
Gains Minus Excess Or Losses$99,796GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$99,796CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$123,207AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,379,533NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.051778DistributionYr1Rt
Adjusted Qlfy Distri Yr2$108,204AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,294,121NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.047166DistributionYr2Rt
Adjusted Qlfy Distri Yr3$105,267AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,326,372NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.045249DistributionYr3Rt
Adjusted Qlfy Distri Yr4$119,366AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,362,826NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.050518DistributionYr4Rt
Adjusted Qlfy Distri Yr5$123,880AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,286,789NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.054172DistributionYr5Rt
Total Distribution0.248883TotalDistributionRt
Average Distribution0.049777AverageDistributionRt
Net Vl Noncharitable Assets$2,409,453NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$119,935AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,430NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$121,365AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$138,094QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,430InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,430SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,430TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$791EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$791TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$639TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateINOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksFIRST MERCHANTS PRIVATE WEALTH ADVIIndividualWithBooksNm
Phone7657471500PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1200 EAST JACKSON STREETAddressLine1Txt
CityMUNCIECityNm
State AbbreviationINStateAbbreviationCd
ZIP47305ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonFIRST MERCHANTS PRIVATE WLTH ADVISOPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1200 EAST JACKSON STREETAddressLine1Txt
CityMUNCIECityNm
State AbbreviationINStateAbbreviationCd
ZIP47305ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$19,554CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,408,603AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$37,542AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,446,145TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,446,145AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$36,692CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,409,453NetVlNoncharitableAssetsAmt
Minimum Investment Return$120,473MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$120,473MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,430TaxBasedOnInvestmentIncomeAmt
Total Tax$1,430TotalTaxAmt
Distributable Before Adj$119,043DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$119,043DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$119,043DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$138,094ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$138,094QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,430PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$136,664AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$119,043DistributableAsAdjustedAmt
Undistributed Income PY$70,561UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$138,094QualifyingDistributionsAmt
Applied To Year1$70,561AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$67,533AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$51,510UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonFIRST MERCHANTS TRUST COMPANYDEBRARecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1200 EAST JACKSON STREETAddressLine1Txt
CityMUNCIECityNm
State AbbreviationINStateAbbreviationCd
ZIP47305ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7657471500RecipientPhoneNum
Recipient Email AddressDBARKER@FIRSTMERCHANTS.COMRecipientEmailAddressTxt
Form And Info And MaterialsFMTC PROVIDES DELAWARE COUNTY HIGH SCHOOL GUIDANCE COUNSELORS WITH AN APLLICATION CRITERIA AND DEADLINE EACH YEAR.FormAndInfoAndMaterialsTxt
Submission DeadlinesMARCH 1SubmissionDeadlinesTxt
Restrictions On AwardsAWARDS ARE GIVEN TO HIGH SCHOOLD GRADUATES WHO PLAN TO PURSUE A TEACHING DEGREE. PREFERENCE WILL BE GIVEN TO MUSIC EDUCATION. FORM, INFORMATION AND MATERIALS: THE RECIPIENT MUST MAINTAIN A 3.0 GPA.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALEXIS MEACHEM
185 S MANN AVEALBANYIN47320NONEISCHOLARSHIPS$4,384
ALLISON HOWARD
266 PORTOFINO BLVDNEW SMYRNA BEACHFL32168NONEISCHOLARSHIPS$4,384
AMBER TAYLOR
8001 S BALL CREEK ROADMUNCIEIN47302NONEISCHOLARSHIPS$4,384
ANASTASIA BITTERMAN
6704 W TIMBERCREST LANEMUNCIEIN47304NONEISCHOLARSHIPS$4,384
ANASTASIA KINGSLEY
1000 S ARASOTA DRYORKTOWNIN47396NONEISCHOLARSHIPS$6,087
ANTONIA SMITH
8858 TURIN COURTFISHERSIN46038NONEISCHOLARSHIPS$4,384
DEBRA EISENHOFER
405 W CHARTER DRMUNCIEIN47303NONEISCHOLARSHIPS$4,384
ELIZABETH KEMP
8312 W ROLLING DRIVEMUNCIEIN47304NONEISCHOLARSHIPS$4,384
ELIZABETH MARVIN
6001 S CR 475 ESELMAIN47383NONEISCHOLARSHIPS$4,384
EMMA PEASE
2400 N COLONIAL LANEMUNCIEIN47304NONEISCHOLARSHIPS$4,384
ISSAC MCKEE
6409 N BOBTAIL DRMUNCIEIN47304NONEISCHOLARSHIPS$4,384
JENNIFER RHEAUME
300 N WILDWOOD LANEMUNCIEIN47304NONEISCHOLARSHIPS$4,384
KYLE GARDINER
2201 S CR 700 ESELMAIN47383NONEISCHOLARSHIPS$4,384
LAUREN IRELAN
10081 S TWILIGHT RDDALEVILLEIN47334NONEISCHOLARSHIPS$4,384
MARIAH RUMFELT
1050 W CR 400 SMUNCIEIN47302NONEISCHOLARSHIPS$4,384
MICHAELA BARBER
3002 W ASHLAND AVENUEMUNCIEIN47304NONEISCHOLARSHIPS$4,384
MOLLY WINN
7410 W SR 28MUNCIEIN47304NONEISCHOLARSHIP$4,384
REBEKAH MCGARVEY
9600 W BETHELMUNCIEIN47304NONEISCHOLARSHIPS$4,384
SHELBY BOOHER
4228 W HORSESHOE DRMUNCIEIN47302NONEISCHOLARSHIP$4,384
TACOMA ARCHULETA
4908 W WEDGEWOOD LNMUNCIEIN47304NONEISCHOLARSHIPS$4,384
TAYLOR KRINGMCPHERSON
605 S RAMBLER RDMUNCIEIN47304NONEISCHOLARSHIPS$6,576
TESSA CHASON
2018 S WELLING AVEMUNCIEIN47302NONEISCHOLARSHIPS$4,384
MIRIAM HOROWITZ
2204 W PETTY RDMUNCIEIN47304NONEISCHOLARSHIP$1,703
ANNA BEACH
4317 W KINGS ROW STMUNCIEIN47304NONEISCHOLARSHIP$4,384
HANNAH QUIRK
3009 E 300 SMUNCIEIN47302NONEISCHOLARSHIP$4,384
JOSHUA FORD
5701 N CEDAR SPRINGS RDMUNCIEIN47304NONEISCHOLARSHIP$4,384
REILLY LIVINGSTON
609 S PRESTWICK LNYORKTOWNIN47396NONEISCHOLARSHIP$4,384
TAYLOR ANN WALLS
7805 E PENBROOK RDMUNCIEIN47302NONEISCHOLARSHIP$4,384
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$123,966TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$49,348ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$99,796ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescSCHOLARSHIPS REFUNDED/RETURNEDDesc
Related Or Exempt Function Incm$7,301RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$149,144ExclusionAmt
Related Or Exempt Function Incm$7,301RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$156,445TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number11ALineNumberTxt
Relationship StatementSCHOLARSHIPS REFUNDED/RETURNEDRelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$2,200Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$440DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CORPORATE BONDS & NOTES$350,631$342,765
OTHER BANK CD'S DTC ELIGIBLE$250,000$243,569
TAXABLE BOND FUNDS$112,184$109,245
ACCRUED INTEREST$0$4,433

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
COMMON STOCK$448,435$688,978
FOREIGN EQUITIES$25,466$28,161
MID CAP EQUITY FUNDS$113,000$136,478
SMALL CAP EQUITY FUNDS$30,216$64,212
INTERNATIONAL EQUITY FUNDS$69,404$97,263
ETF MID CAP$43,393$61,442
ETF SMALL CAP$20,020$44,038
ETF S & P SECTOR$29,188$34,726
ETF REAL ESTATE$39,665$42,281
ACCRUED DEVIDENDS$0$1,455

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$299,850USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$295,523USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$902LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescSCHOLARSHIPS REFUNDED/RETURNEDDesc
Revenue And Expenses Per Books$7,301RevenueAndExpensesPerBooksAmt
Adjusted Net Income$7,301AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES WITHHELDCategoryTxt
Amt$239Amt
Net Investment Income$239NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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