2024-03-06T16:29:34-05:00 2023-12-31 861766146 RRM CPA PLLC 12333 STRATFORD DRIVE Clive IA 50325 990EZ 2023-01-01 421338010 WP AND NELLIE MCCLURE SCHOLARSHIP WPAN 1009 MAIN STREET ADEL IA 50003 JIM VAN WERDEN TRUSTEE 5154624860 2024-03-01 true JIM VAN WERDEN true MAX MILLER P01628271 5159788860 2024-03-06 0 00 AAL1 IAL1 2023 2023-04-26 12:10:37Z X X N/A X X 14614 X 10248 3841 3841 525 14614 8000 12110 920 21030 -6416 253295 246879 X 13886 8390 0 0 239409 238489 253295 246879 0 0 253295 246879 SEE SCHEDULE O AWARDED SCHOLARSHIPS TO GRADUATES OF THREE MADISON COUNTY HIGH SCHOOLS TO BE USED FOR TUITION AND BOOKS AT AN INSTITUTION OF HIGHER LEARNING, SUCH AS A COLLEGE OR UNIVERSITY 9000 21030 21030 JIM VAN WERDEN TRUSTEE 0.00 0 0 0 JUSTIN GROSS DIRECTOR 0.00 0 0 0 CAM SMITH DIRECTOR 0.00 0 0 0 STEVE KASTER DIRECTOR 0.00 0 0 0 SHARON DENTLINGER DIRECTOR 0.00 0 0 0 false false false false false false false false false JIM VAN WERDEN 1009 MAIN STREET ADEL IA 50003 5154624860 false false false false false false false false false false false NONE NONE true X X 3 WINTERSET CSD 426036418 6 false 4300 0 I-35 SCHOOLS 426040410 6 false 2100 0 EARLHAM CSD 426021667 6 false 1600 0 3 8000 0 false false false false false false false false false false false false false false false true true true 0 0 16170 14614 16170 14614 0 1395 13030 0 14775 1584 237115 218980 8946 11867 0 246061 230847 0 0 246061 230847 3691 3463 242370 227384 8483 7958 0 8483 7958 14775 12559 8483 12559 0 12559 8000 0 0 0 0 0 8000 8000 12559 0.637 12559 0 0 0 0 0 501 501 0 501 0 0 8000 0 8000 0 0 4058 0 0 0 0 0 0 Supported Organizations listed Part IV line 1 THE INCOME FROM THE TRUST SHALL BE UTILIZED TO FINANCE, OR AID IN FINANCING THE HIGHER EDUCATION OF ONE OR MORE STUDENTS GRADUATING FROM A HIGH SCHOOL IN MADISON COUNTY, IA Have a significant voice Part IV Sect D line 3 ALL ORGANIZATIONS ARE REPRESENTED ON THE BOARD OF DIRECTORS AND DECIDE HOW THE INVESTMENTS AND ASSETS ARE USED Attentive and responsive Part V Sect D line 8 ALL DISTRIBUTIONS ARE MADE TO ATTENTIVE SUPPORTED ORGANIZATIONS TO WHICH THE ORGANIZATION IS RESPONSIVE Reasonable cause exception Part V Sect E lines 2 5 or 6 REMAINING UNDERDISTRIBUTIONS WILL BE DISTRIBUTED IN THE FOLLOWING YEAR General explanation attachment FORM 990-EZ, PART III - PRIMARY EXEMPT PURPOSETO PROVIDE SCHOLARSHIPS TO GRADUATES OF THREE MADISON COUNTY HIGH SCHOOLS TO BE USED FOR TUITION AND BOOKS AT AN INSTITUTION OF HIGHER LEARNING, SUCH AS A COLLEGE OR UNIVERSITY Description of other revenue Part I line 8 DESCRIPTION AMOUNTCHECKS RETURNED 525 List of grants and similar amounts paid Part I line 10 ACTIVITY SCHOLARSHIPS RELATIONSHIP NONE AMOUNT 8,000 Description of other expenses Part I line 16 DESCRIPTION AMOUNTBANK CHARGES 30INSURANCE EXP BOND 840MISC EXP 50 Description of other assets Part II line 24 CATEGORY BEGINNING OF YEAR END OF YEARINVESTMENTS - PUBLICLY TRADED 239,409 238,489