DWIGHT & VIRGINIA DEEN SCHOEFF SCHOLARSHIP TR: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
DWIGHT & VIRGINIA DEEN SCHOEFF SCHOLARSHIP TR (EIN 20-6408218)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-14
IRS object ID
201841349349101944
Schema version
2017v2.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-05-14T12:48:42-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

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 Begin2017-01-01TaxPeriodBeginDt

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
Signature2018-05-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCASSE TATEPreparerPersonNm
PTINP01271193PTIN
Phone3175802000PhoneNum
Preparation2018-05-02PreparationDt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,468,941FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$400InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$400InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$52,533DividendsRevAndExpnssAmt
Dividends Net Invst Incm$52,533DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$11,551NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$928,580GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$11,551CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$13,864OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$78,348TotalRevAndExpnssAmt
Total Net Invst Incm$64,484TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$19,284CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$5,785CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$13,499CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$500LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$950AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,530TaxesRevAndExpnssAmt
Taxes Net Invst Incm$154TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$22,264TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,939TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$13,499TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$110,293ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$110,293ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$132,557TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,939TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$123,792TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$54,209ExcessRevenueOverExpensesAmt
Net Investment Income$58,545NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$163CashBOYAmt
Cash EOY$171CashEOYAmt
Cash EOYFMV$171CashEOYFMVAmt
Sav And Temp Cash Invst BOY$23,657SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$20,405SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$20,405SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$473AcctRcvblAmt
Acct Rcvbl EOY$473AcctRcvblEOYAmt
US Government Obligations BOY$0USGovernmentObligationsBOYAmt
US Government Obligations EOY$299,850USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$299,442USGovtObligationsEOYFMVAmt
Corporate Stock BOY$839,766CorporateStockBOYAmt
Corporate Stock EOY$863,396CorporateStockEOYAmt
Corporate Stock EOYFMV$1,436,941CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,089,616CorporateBondsBOYAmt
Corporate Bonds EOY$714,698CorporateBondsEOYAmt
Corporate Bonds EOYFMV$711,982CorporateBondsEOYFMVAmt
Total Assets BOY$1,953,202TotalAssetsBOYAmt
Total Assets EOY$1,898,993TotalAssetsEOYAmt
Total Assets EOYFMV$2,468,941TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$1,953,202CapitalStockBOYAmt
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$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,953,202TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,898,993TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,953,202TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,898,993TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,953,202TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$54,209ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,898,993SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,898,993TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$919,194$917,029$2,165$2,165
CAPITAL GAINS DIVIDENDSP$9,386$9,386$9,386
FieldValueIRS element (for citing)
Capital Gain Net Income$11,551CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$108,204AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,294,121NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.047166DistributionYr1Rt
Adjusted Qlfy Distri Yr2$105,267AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,326,372NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.045249DistributionYr2Rt
Adjusted Qlfy Distri Yr3$119,366AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,362,826NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.050518DistributionYr3Rt
Adjusted Qlfy Distri Yr4$123,880AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,286,789NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.054172DistributionYr4Rt
Adjusted Qlfy Distri Yr5$113,198AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,182,721NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.051861DistributionYr5Rt
Total Distribution0.248966TotalDistributionRt
Average Distribution0.049793AverageDistributionRt
Net Vl Noncharitable Assets$2,379,533NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$118,484AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$585NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$119,069AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$123,792QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$585InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$585SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$585TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,376EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,376TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$791OverpaymentAmt
Applied To ES Tax$791AppliedToESTaxAmt
Refund$0RefundAmt

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 TRUST COMPANYIndividualWithBooksNm
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

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$19,284CompensationAmt
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$2,377,345AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$38,425AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,415,770TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,415,770AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$36,237CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,379,533NetVlNoncharitableAssetsAmt
Minimum Investment Return$118,977MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$118,977MinimumInvestmentReturnAmt
Tax Based On Investment Income$585TaxBasedOnInvestmentIncomeAmt
Total Tax$585TotalTaxAmt
Distributable Before Adj$118,392DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$118,392DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$118,392DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$123,792ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$123,792QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$585PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$123,207AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$118,392DistributableAsAdjustedAmt
Undistributed Income PY$75,961UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$123,792QualifyingDistributionsAmt
Applied To Year1$75,961AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$47,831AppliedToCurrentYearAmt
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$70,561UndistributedIncomeCYAmt
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 (34 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALEXIS MEACHEM
185 S MANN AVEALBANYIN47320NONEISCHOLARSHIPS$3,303
ALLISON HOWARD
266 PORTOFINO BLVDNEW SMYRNA BEACHFL32168NONEISCHOLARSHIPS$3,303
ALYVIA MORGAN
5712 N CEDAR SPRINGS RDMUNCIEIN47304NONEISCHOLARSHIPS$3,303
AMBER TAYLOR
8001 S BALL CREEK ROADMUNCIEIN47302NONEISCHOLARSHIPS$3,303
ANASTASIA BITTERMAN
6704 W TIMBERCREST LANEMUNCIEIN47304NONEISCHOLARSHIPS$3,303
ANASTASIA KINGSLEY
1000 S ARASOTA DRYORKTOWNIN47396NONEISCHOLARSHIPS$3,303
ANTONIA SMITH
8858 TURIN COURTFISHERSIN46038NONEISCHOLARSHIPS$3,303
BRANDON HOLLOWAY
808 W RIVERSIDE AVE APT 303MUNCIEIN47303NONEISCHOLARSHIPS$3,303
DEBRA EISENHOFER
405 W CHARTER DRMUNCIEIN47303NONEISCHOLARSHIPS$4,903
ELIZABETH KEMP
8312 W ROLLING DRIVEMUNCIEIN47304NONEISCHOLARSHIPS$3,303
ELIZABETH MARVIN
6001 S CR 475 ESELMAIN47383NONEISCHOLARSHIPS$4,903
EMMA PEASE
2400 N COLONIAL LANEMUNCIEIN47304NONEISCHOLARSHIPS$3,303
ISSAC MCKEE
6409 N BOBTAIL DRMUNCIEIN47304NONEISCHOLARSHIPS$3,303
JENELLE MCKEE
6409 BOBTAIL DRMUNCIEIN47304NONEISCHOLARSHIPS$3,303
JENNIFER RHEAUME
300 N WILDWOOD LANEMUNCIEIN47304NONEISCHOLARSHIPS$3,303
KENDAL WRIGHT
10606 S ST RD 3MUNCIEIN47302NONEISCHOLARSHIPS$3,303
KYLE GARDINER
2201 S CR 700 ESELMAIN47383NONEISCHOLARSHIPS$3,303
LAURA WESLEY
11800 E STANLEY RDSELMAIN47383NONEISCHOLARSHIPS$3,303
LAUREN IRELAN
10081 S TWILIGHT RDDALEVILLEIN47334NONEISCHOLARSHIPS$3,303
LUCAS ROBINSON
6808 AUGUSTA BLVDYORKTOWNIN47396NONEISCHOLARSHIPS$3,303
MAKAYLA COX
5901 E WOODSIDE RDALBANYIN47320NONEISCHOLARSHIPS$3,303
MAKENZIE SMITH
3004 W ARUBA WAYMUNCIEIN47302NONEISCHOLARSHIPS$1,600
MARIAH RUMFELT
1050 W CR 400 SMUNCIEIN47302NONEISCHOLARSHIPS$3,303
MICHAELA BARBER
3002 W ASHLAND AVENUEMUNCIEIN47304NONEISCHOLARSHIPS$3,303
MIRIAM HOROWITZ
2204 W PETTY RDMUNCIEIN47304NONEISCHOLARSHIPS$3,303
MOLLY WINN
7410 W SR 28MUNCIEIN47304NONEISCHOLARSHIPS$3,303
OLIVIA HORVATH
6800 S COWAN RDMUNCIEIN47302NONEISCHOLARSHIPS$1,500
REBEKAH MCGARVEY
9600 W BETHELMUNCIEIN47304NONEISCHOLARSHIPS$3,303
SARAH ELLIS
2850 S WHITNEY RDSELMAIN47383NONEISCHOLARSHIPS$3,303
SARAH SPODEK
4105 W JACKSON STREETMUNCIEIN47304NONEISCHOLARSHIPS$1,600
SHELBY BOOHER
4228 W HORSESHOE DRMUNCIEIN47302NONEISCHOLARSHIPS$3,303
TACOMA ARCHULETA
4908 W WEDGEWOOD LNMUNCIEIN47304NONEISCHOLARSHIPS$3,303
TAYLOR KRING
605 S RAMBLER RDMUNCIEIN47304NONEISCHOLARSHIPS$3,303
TESSA CHASON
2018 S WELLING AVEMUNCIEIN47302NONEISCHOLARSHIPS$3,303
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$110,293TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$400ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$52,533ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$11,551ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmtRelated Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt
PRIOR YEAR TAX REFUND01$1,464
SCHOLARSHIPS REFUNDED/RETURNED$12,400

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$65,948ExclusionAmt
Related Or Exempt Function Incm$12,400RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$78,348TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number11BLineNumberTxt
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$950Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CORPORATE BONDS & NOTES$351,488$349,330
OTHER BANK CD'S DTC ELIGIBLE$250,000$248,292
TAXABLE BOND FUNDS$112,184$111,076
BOND AMORTIZATION$1,026$0
ACCRUED INTEREST$0$3,284

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
COMMON STOCK$483,221$816,938
FOREIGN EQUITIES$15,471$17,366
MID CAP EQUITY FUNDS$187,815$275,000
SMALL CAP EQUITY FUNDS$67,820$162,998
INTERNATIONAL EQUITY FUNDS$69,404$115,846
SPECIALTY ALTERNATIVE FUNDS$39,665$47,050
ACCRUED DIVIDENDS$0$1,743

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$299,850USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$299,442USGovtObligationsEOYFMVAmt
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$500LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmt
PRIOR YEAR TAX REFUND$1,464$0
SCHOLARSHIPS REFUNDED/RETURNED$12,400$12,400

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
2017 FEDERAL EXCISE TAXES PAID$1,376$0$0
FOREIGN TAXES WITHHELD$154$154$0

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