2024-05-13T10:24:07-05:00 2023-12-31 351327464 SACKRIDER & COMPANY INC 1925 Wabash Ave Terre Haute IN 47807 990EZ 2023-01-01 356011756 Schell Memorial Fund for the Benefit of Union Hospital SCHE 8122386257 PO Box 540 Terre Haute IN 478080540 First Financial Bank NA Trustee 8122386257 2024-05-08 1 First Financial Bank NA 999009999 0 Eleanor M Caldwell CPA P00634823 8122329492 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X X N/A X X 26676 X 4000 22676 14894 7782 11782 2227 1990 375 25 4617 7165 152051 10918 170134 152051 170134 152051 170134 0 0 152051 170134 X Net income from this trust is required to be distributed to Union Hospital in Terre Haute, Indiana. The net income of the trust is used for the sole purpose of paying the expense of care and treatment of poor patients from Owen County Indiana, in Union Hospital in Terre Haute, Indiana. 2227 2227 2227 First Financial Bank NA Trustee 2.00 1990 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 IN First Financial Bank NA One First Financial Plaza Terre Haute IN 478073226 8122386257 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X X 1 Union Hospital 350876396 3 1 2227 0 1 2227 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 X Part IV, Section D, Line 2: The trust has maintained a close and continuous working relationship with Union Hospital since 1936. Part V, Line 1 - Explain How Integral Part Test Satisfied The trust satisfied the integral part test by meeting the following requirements of regs sec 1.509(a)-4(i)(9): (i) all of the unexpired interests in the trust are devoted to one or more purposes described in section 170(c)(1) or (c)(2)(B) and a deduction was allowed with respect to such interests under section 170. The corpus of the trust is to remain intact in perpetuity. (ii) The trust was created prior to November 20, 1970, and did not receive any grant, contribution, bequest or other transfer on or after such date. (iii) The trust is required by its governing instrument to distribute all of its net income to Union Hospital to pay the expense of care and treatment or poor patients from Owen County, Indiana. (iv) The trustee of the trust does not have discretion to vary either the beneficiary supported organization or the amounts payable to the supported organization. (v) None of the trustees would be disqualified persons within the meaning of section 4946(a) with respect to the trust if such trust were treated as a private foundation. Form 990-EZ, Part I, Line 4 - Other Investment Income Description: Interest. Amount: 196. Description: Dividends. Amount: 3,804. Total Included on Form 990-EZ, line 4: 4,000. Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid Activity Classification: . Grantee Name: Union Hospital. Amount Given: 2,227. Form 990-EZ, Part I, Line 16 - Other Expenses Description: Foreign Tax Withheld. Amount: 25. Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets Description: Net Unrealized Gains and Losses on Investments. Amount: 10,918. The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.