DWIGHT & VIRGINIA DEEN SCHOEFF SCHOLARSHIP TR: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- DWIGHT & VIRGINIA DEEN SCHOEFF SCHOLARSHIP TR (EIN 20-6408218)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-10
- IRS object ID
- 201301319349100100
- Schema version
- 2012v2.1
- 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
- Legal Fees Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-10T20:00:59-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIDUCIARY TAX SERVICES LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 S WALNUT STREET SUITE 200 | AddressLine1 |
| City | MUNCIE | City |
| State | IN | State |
| ZIP Code | 47305 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 206408218 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DWIGHT & VIRGINIA DEEN SCHOEFF SCHOLARSHIP TR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SCHO | NameControl |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 EAST JACKSON STREET | AddressLine1 |
| City | MUNCIE | City |
| State | IN | State |
| ZIP Code | 47305 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LAURA MOORMAN | Name |
| Title | AVP | Title |
| Date Signed | 2013-05-10 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRENDA REVEAL | Name |
| Phone | 7652883651 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | 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 | 2184018 | FMVAssetsEOY |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 522 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 11 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 11 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 57566 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 57566 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 10297 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 567613 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 10297 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 0 | NetSTCGAdjNetIncm |
| Other Income Rev And Expnss | 6400 | OtherIncomeRevAndExpnss |
| Total Revenue And Expenses | 74796 | TotalRevenueAndExpenses |
| Total Net Investment Income | 67874 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 18191 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 13643 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 4548 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Net Invst Incm | 0 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Adj Net Incm | 0 | OthEmplSlrsWgsAdjNetIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 0 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Net Invst Incm | 0 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Adj Net Incm | 0 | PensionEmplBnftAdjNetIncm |
| Legal Fees Rev And Expnss | 375 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Adj Net Incm | 0 | LegalFeesAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 800 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Taxes Rev And Expnss | 2108 | TaxesRevAndExpnss |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 0 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Adj Net Incm | 0 | TravConfMeetingAdjNetIncm |
| Printing And Pub Net Invst Incm | 0 | PrintingAndPubNetInvstIncm |
| Printing And Pub Adj Net Incm | 0 | PrintingAndPubAdjNetIncm |
| Tot Opr Expenses Rev And Expnss | 21474 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 13643 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 4548 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 108650 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 108650 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 130124 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 13643 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 113198 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -55328 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 54231 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 133 | CashBOY |
| Cash EOY | 3539 | CashEOY |
| Cash EOYFMV | 3540 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 73998 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 120440 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 120441 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable EOY | 0 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 0 | AccountsReceivableEOYFMV |
| Allwnc For Dbtfl Acct Other Rcvbl | 0 | AllwncForDbtflAcctOtherRcvbl |
| Investments Govt Oblig BOY | 150000 | InvestmentsGovtObligBOY |
| Investments Corp Stock BOY | 1070541 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 865009 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 996476 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 759534 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 1009890 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 1063561 | InvestmentsCorpBondsEOYFMV |
| Investments Other EOYFMV | 0 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 2054206 | TotalAssetsBOY |
| Total Assets EOY | 1998878 | TotalAssetsEOY |
| Total Assets EOYFMV | 2184018 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 2054206 | CapitalStockBOY |
| Capital Stock EOY | 1998878 | CapitalStockEOY |
| Total Net Assets BOY | 2054206 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1998878 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2054206 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1998878 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2054206 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -55328 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1998878 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1998878 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (34 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| 175. EXELIS INC COM | 2010-05-13 | 2012-01-18 | 1750 | 2269 | -519 | -519 |
| 77. EXELIS INC COM | 2010-09-24 | 2012-01-18 | 770 | 891 | -121 | -121 |
| 87.5 ITT CORPORATION NEW COM | 2010-05-13 | 2012-01-18 | 1916 | 1753 | 163 | 163 |
| 38.5 ITT CORPORATION NEW COM | 2010-09-24 | 2012-01-18 | 843 | 688 | 155 | 155 |
| 75000. FEDERAL HOME LOAN BANK 2.000% DUE 02/17/15* | 2011-01-25 | 2012-02-17 | 75000 | 75000 | ||
| 200. LOWE'S COMPANIES INC COM | 2007-10-26 | 2012-04-17 | 6419 | 5450 | 969 | 969 |
| 123. ECOLAB INC COM | 2010-12-17 | 2012-06-13 | 8190 | 6144 | 2046 | 2046 |
| 411.612 DODGE & COX INTERNATIONAL | 2007-12-28 | 2012-06-27 | 12081 | 19000 | -6919 | -6919 |
| 470.843 DODGE & COX INTERNATIONAL | 2006-03-22 | 2012-06-27 | 13819 | 17925 | -4106 | -4106 |
| 492.446 DODGE & COX INTERNATIONAL | 2006-01-25 | 2012-06-27 | 14453 | 17925 | -3472 | -3472 |
| 493.529 DODGE & COX INTERNATIONAL | 2006-02-15 | 2012-06-27 | 14485 | 17925 | -3440 | -3440 |
| 511.704 DODGE & COX INTERNATIONAL | 2005-12-28 | 2012-06-27 | 15019 | 17925 | -2906 | -2906 |
| 265. MSCI ACWI EX-US ETF SPDR | 2008-03-06 | 2012-07-20 | 7457 | 9951 | -2494 | -2494 |
| 810. MSCI ACWI EX-US ETF SPDR | 2008-01-28 | 2012-07-20 | 22793 | 30289 | -7496 | -7496 |
| 277.971 VANGUARD INTL GROWTH ADMIRAL SHARES | 2006-05-22 | 2012-07-20 | 15033 | 20000 | -4967 | -4967 |
| 91.851 VANGUARD INTL GROWTH ADMIRAL SHARES | 2006-03-13 | 2012-07-20 | 4967 | 6573 | -1606 | -1606 |
| 100. BEST BUY COMPANY INC COM | 2006-04-26 | 2012-07-27 | 1773 | 5718 | -3945 | -3945 |
| 100. BEST BUY COMPANY INC COM | 2008-02-22 | 2012-07-27 | 1773 | 4396 | -2623 | -2623 |
| 58. BEST BUY COMPANY INC COM | 2010-12-20 | 2012-07-27 | 1028 | 1975 | -947 | -947 |
| 100. BEST BUY COMPANY INC COM | 2011-10-11 | 2012-07-27 | 1773 | 2591 | -818 | -818 |
| 419. BANK OF NEW YORK MELLON CORP COM | 2010-12-17 | 2012-08-01 | 8904 | 12306 | -3402 | -3402 |
| 75000. FEDERAL FARM CREDIT BANK 0.430% DUE 08/22/13* | 2011-08-18 | 2012-08-01 | 75000 | 75000 | ||
| 100. INTERNATIONAL BUSINESS MACHS CORP COM | 2005-12-20 | 2012-08-01 | 19637 | 8252 | 11385 | 11385 |
| 100. NORTHERN TR CORP COM | 2007-12-24 | 2012-08-01 | 4545 | 7818 | -3273 | -3273 |
| 24. NORTHERN TR CORP COM | 2010-12-22 | 2012-08-01 | 1091 | 1340 | -249 | -249 |
| 76. NORTHERN TR CORP COM | 2010-08-19 | 2012-08-01 | 3454 | 3697 | -243 | -243 |
| 75000. FEDERAL HOME LOAN BANK 1.100% DUE 02/17/17 | 2012-03-06 | 2012-10-31 | 75000 | 74775 | 225 | 225 |
| 126. TRANSOCEAN LTD COM | 2010-12-17 | 2012-11-02 | 5822 | 8729 | -2907 | -2907 |
| 400. PRICE T ROWE GROUP INC COM | 2005-12-23 | 2012-11-09 | 25449 | 14744 | 10705 | 10705 |
| 42. ACCENTURE PLC ADR | 2010-12-21 | 2012-11-09 | 2766 | 2049 | 717 | 717 |
| 220. ACCENTURE PLC ADR | 2007-10-25 | 2012-11-09 | 14489 | 8477 | 6012 | 6012 |
| 784.622 VANGUARD MIDCAP INDEX SIGNAL CLASS | 2010-03-24 | 2012-11-13 | 24237 | 20000 | 4237 | 4237 |
| 2211.41 VANGUARD MIDCAP INDEX SIGNAL CLASS | 2010-02-10 | 2012-11-13 | 68310 | 50000 | 18310 | 18310 |
| 66. EOG RESOURCES INC COM | 2012-06-22 | 2012-12-18 | 8131 | 5741 | 2390 | 2390 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 10297 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 104297 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2205797 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.047283 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 101478 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2129257 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.047659 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 92514 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1998300 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.046296 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 147214 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2269834 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.064857 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 142189 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2507126 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.056714 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.262809 | TotalDistributionRatio |
| Average Distribution Ratio | 0.052562 | AverageDistributionRatio |
| Net Noncharitable Assets | 2182721 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 114728 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 542 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 115270 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 113198 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 1085 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1085 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1085 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1240 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 0 | TaxPaidWithExtension |
| Total Credits And Payments | 1240 | TotalCreditsAndPayments |
| Penalty For Underpayment | 0 | PenaltyForUnderpayment |
| Overpayment | 155 | Overpayment |
| Amount Credited To Next Year | 155 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
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 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | false | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | IN | 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 | false | ComplyWithPublicInspectionRqr |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIRST MERCHANTS TRUST COMPANY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 7657511831 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 EAST JACKSON ST | AddressLine1 |
| City | MUNCIE | City |
| State | IN | State |
| ZIP Code | 47305 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | true | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | FIRST MERCHANTS TRUST COMPANY | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 EAST JACKSON STREET | AddressLine1 |
| City | MUNCIE | City |
| State | IN | State |
| ZIP Code | 47305 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | Title |
| Avg Hours Per Wk Devoted To Position | 1 | AvgHoursPerWkDevotedToPosition |
| Compensation | 18191 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SCHOLARSHIPS GRANTED TO DELAWARE COUNTY , IND (QUALIFIED) HIGH SCH GRADUATES PURSUING A TEACHING DEGREE. MIN GPA 3.0 PREFERENCE WILL BE GIVEN TO THOSE PURSUING MUSIC EDUCATION | Description1 |
| Expenses1 | 108650 | Expenses1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2215562 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 398 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2215960 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2215960 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 33239 | CashDeemedCharitable |
| Net Noncharitable Assets | 2182721 | NetNoncharitableAssets |
| Minimum Investment Return | 109136 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 109136 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1085 | TaxBasedOnInvestmentIncome |
| Total Tax | 1085 | TotalTax |
| Distributable Amount Before Adj | 108051 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 108051 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 108051 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 113198 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 113198 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 113198 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 108051 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 82007 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 0 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 0 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 0 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 0 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 0 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 113198 | QualifyingDistributions |
| Applied To Year1 | 82007 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 31191 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 76860 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 0 | ExcessFromYear4 |
| Excess From Year3 | 0 | ExcessFromYear3 |
| Excess From Year2 | 0 | ExcessFromYear2 |
| Excess From Year1 | 0 | ExcessFromYear1 |
| Excess From Current Year | 0 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | FIRST MERCHANTS TRUST COMPANYLAURA | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 E JACKSON STREET | AddressLine1 |
| City | MUNCIE | City |
| State | IN | State |
| ZIP Code | 47305 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 3178442399 | RecipientPhoneNumber |
| Form And Info And Materials | FMTC PROVIDES DELAWARE COUNTY HIGH SCHOOL GUIDANCE COUNSELORS WITH AN APPLICATION CRITERIA AND DEADLINE EACH YEAR. | FormAndInfoAndMaterials |
| Submission Deadlines | MARCH 1 | SubmissionDeadlines |
| Restrictions On Awards | AWARDS ARE GIVEN TO HIGH SCHOOL GRADUATES WHO PLAN TO PURSUE A TEACHING DEGREE. PREFERENCE WILL BE GIVEN TO MUSIC EDUCATION. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (37 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| Britnee Holloway | |||||||
| 2006 S SPRUCE ST | Muncie | IN | 47302 | NONE | N/A | GENERAL SCHOLARSHIP | $1,600 |
| Aram Horowitz | |||||||
| 2204 W PETTY RD | Muncie | IN | 47304 | NONE | N/A | GENERAL SCHOLARSHIP | $1,600 |
| Dylan Persinger | |||||||
| 1309 N GRANVILLE AVE | Muncie | IN | 47304 | NONE | N/A | GENERAL SCHOLARSHIP | $3,200 |
| Erika Owens | |||||||
| 3500 W ROBINWOOD DR | Muncie | IN | 47304 | NONE | N/A | GENERAL SCHOLARSHIP | $3,200 |
| Kasey M Needham | |||||||
| 8909 STATE ROAD 3 N | Muncie | IN | 47303 | NONE | N/A | GENERAL SCHOLARSHIP | $3,200 |
| Kaelyn McKee | |||||||
| 6409 N BOBTAIL DR | Muncie | IN | 47304 | NONE | N/A | GENERAL SCHOLARSHIP | $3,200 |
| Lindsey Irelan | |||||||
| 10081 S TWILIGHT RD | Daleville | IN | 47334 | NONE | N/A | GENERAL SCHOLARSHIP | $3,200 |
| Aaron Lewis | |||||||
| 314 S CAMBRAY RD | Muncie | IN | 47304 | NONE | N/A | GENERAL SCHOLARSHIP | $3,200 |
| Amanda Moore | |||||||
| 5616 S OLD ROAD 67 | Muncie | IN | 47302 | NONE | N/A | GENERAL SCHOLARSHIP | $3,200 |
| Brittany Snyder | |||||||
| 4881 N COUNTY ROAD 850 E | Parker City | IN | 47368 | NONE | N/A | GENERAL SCHOLARSHIP | $3,200 |
| Michael Winn | |||||||
| 7410 W STATE ROAD 28 | Muncie | IN | 47304 | NONE | N/A | GENERAL SCHOLARSHIP | $3,200 |
| Erin Ashley Frick | |||||||
| 3441 N 950 W | Yorktown | IN | 47396 | NONE | N/A | GENERAL SCHOLARSHIP | $1,600 |
| Jalen Reese | |||||||
| 1903 E 13TH ST | Muncie | IN | 47302 | NONE | N/A | GENERAL SCHOLARSHIP | $3,200 |
| Anna Church | |||||||
| 3509 W 27TH ST | Muncie | IN | 47302 | NONE | N/A | GENERAL SCHOLARSHIP | $3,200 |
| Hannah Kauffman | |||||||
| 6300 E WOODSIDE RD | Albany | IN | 47320 | NONE | N/A | GENERAL SCHOLARSHIP | $3,200 |
| Sanovia Garrett | |||||||
| 311 E BERKELEY AVE | Muncie | IN | 47303 | NONE | N/A | GENERAL SCHOLARSHIP | $3,200 |
| Amanda Glidden | |||||||
| 7000 W COUNTY ROAD 400 S | Yorktown | IN | 47396 | NONE | N/A | GENERAL SCHOLARSHIP | $3,200 |
| Hannah Goebel | |||||||
| 3860 E COUNTY ROAD 650 S | Muncie | IN | 47302 | NONE | N/A | GENERAL SCHOLARSHIP | $3,200 |
| Emily Pittenger | |||||||
| 8116 N REDBIRD DR | Muncie | IN | 47303 | NONE | N/A | GENERAL SCHOLARSHIP | $3,200 |
| Bryce Rector | |||||||
| 515 N TYRONE DR | Muncie | IN | 47304 | NONE | N/A | GENERAL SCHOLARSHIP | $3,200 |
| Rachel Rector | |||||||
| 515 N TYRONE DR | Muncie | IN | 47304 | NONE | N/A | GENERAL SCHOLARSHIP | $3,200 |
| Victoria Shockley | |||||||
| 12360 S OLD RD | Muncie | IN | 47302 | NONE | N/A | GENERAL SCHOLARSHIP | $3,200 |
| Cassandra Timmons | |||||||
| 10571 TWILIGHT RD | Daleville | IN | 47334 | NONE | N/A | GENERAL SCHOLARSHIP | $1,600 |
| Keith Willis | |||||||
| 1314 S FULHART DR | Muncie | IN | 47302 | NONE | N/A | GENERAL SCHOLARSHIP | $3,200 |
| Katherine Vellenga | |||||||
| 604 S CHERYL DR | Muncie | IN | 47304 | NONE | N/A | GENERAL SCHOLARSHIP | $3,200 |
| Lindsay J Steed | |||||||
| 5221 S COUNTY ROAD 475 E | Selma | IN | 47383 | NONE | N/A | GENERAL SCHOLARSHIP | $1,600 |
| Corey Regan | |||||||
| 1301 N ALDEN RD | Muncie | IN | 47304 | NONE | N/A | GENERAL SCHOLARSHIP | $3,200 |
| Britany Lakey | |||||||
| 2400 ANTHONY DR | Anderson | IN | 46012 | NONE | N/A | GENERAL SCHOLARSHIP | $3,200 |
| Mike Lawrence | |||||||
| 112 UNION ST | Selma | IN | 47383 | NONE | N/A | GENERAL SCHOLARSHIP | $3,200 |
| Sean Woodgett | |||||||
| 4305 W UNIVERSITY AVE | Muncie | IN | 47304 | NONE | N/A | GENERAL SCHOLARSHIP | $3,200 |
| Laronica Smith | |||||||
| 923 N BRADY STREET | Muncie | IN | 47303 | NONE | N/A | GENERAL SCHOLARSHIP | $1,450 |
| Lauren Brown | |||||||
| 7210 N NEBO RD | Muncie | IN | 47304 | NONE | N/A | GENERAL SCHOLARSHIP | $3,200 |
| Lauren Davis Matchett | |||||||
| 2304 W SUN VALLEY PKWAY | Muncie | IN | 47303 | NONE | N/A | GENERAL SCHOLARSHIP | $3,200 |
| Matthew Hersey | |||||||
| 6510 S COWAN RD | Muncie | IN | 47302 | NONE | N/A | GENERAL SCHOLARSHIP | $3,200 |
| Katherine Holdren | |||||||
| 7909 N TANGLEWOOD | Muncie | IN | 47304 | NONE | N/A | GENERAL SCHOLARSHIP | $3,200 |
| Ryan Howard | |||||||
| 2608 N WICKERSHAM DR | Muncie | IN | 47304 | NONE | N/A | GENERAL SCHOLARSHIP | $3,200 |
| Rachel Hoyt | |||||||
| 8205 W WELLER ST | Yorktown | IN | 47396 | NONE | N/A | GENERAL SCHOLARSHIP | $3,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 108650 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments |
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $11 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $57,566 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $10,297 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $67,874 | ExclusionAmount |
| Related Or Exempt Function Income | 6400 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 74274 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (2 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 11 | RETUR OF SCHOLARSHIP CHECKS ISSUED IN 2011 |
| 11 | 0 |
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 | ACCOUNTING FEE | Category |
| Amount | $800 | Amount |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $375 | Amount |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SCHOLARSHIP RETURNS | Description |
| Revenue And Expenses Per Books | 6400 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | Category |
| Amount | $2,108 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments