2024-02-01T09:36:27-06:00 2023-11-30 351327464 SACKRIDER & COMPANY INC 1925 Wabash Ave Terre Haute IN 47807 990PF 2022-12-01 356417568 Max L Gibson & Jacqueline Gibson Foundation MAXL 8122344864 P O Box 9629 Terre Haute IN 47808 Max Gibson Foundation Manager 8122344864 2024-01-30 1 Max Gibson 999009999 0 Jerome M Case CPA P00395222 8122329492 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 6509467 X 2462189 26167 26167 26167 119313 109888 119313 1553 388063 1553 6973 0 6973 2616195 137608 152453 0 0 0 0 2175 0 0 0 1667 0 0 0 1688 0 0 0 5530 0 0 0 188250 188250 193780 0 0 188250 2422415 137608 152453 189278 2795004 2795574 482410 326191 306325 1227422 1230475 3069294 129473 99328 76754 204112 204112 261520 2232695 4655110 6509467 0 0 X 2244062 4706251 0 0 -11367 -51141 2232695 4655110 2232695 4655110 2232695 2422415 0 4655110 0 4655110 United States Treas Bills P 2023-02-16 2023-08-17 75000 73188 1812 1812 United States Treas Bills P 2022-04-17 2023-10-12 29289 29289 0 0 Indiana St Fin Auth Rev P 2020-04-20 2023-10-02 25000 25000 0 0 United States Treas Bills P 2023-08-18 2023-11-16 98725 98725 0 0 N Vermillion Cmnty Sch IN P 2015-06-19 2023-07-17 100000 100259 -259 -259 Shipshewana IN Indl Redev Auth P 2014-01-17 2023-02-15 25000 25000 0 0 Goldman Sachs Group Inc P 2013-07-09 2023-04-17 30000 30000 0 0 Anderson Ind Economic Dev Rev P 2017-09-26 2023-10-02 5000 5000 0 0 GNMA Pool No 2535 P 1998-06-08 2023-11-20 21 21 0 0 GNMA Pool No 2590 P 1998-06-18 2023-10-20 28 28 0 0 1553 1812 1913 0 1913 0 1913 0 0 0 0 0 92 2005 0 0 0 0 0 0 0 0 0 0 1 1 IN 1 0 0 0 0 1 N/A Terre Haute Savings Bank 8122344864 P O Box 9629 Terre Haute IN 47808 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Terre Haute Savings Bank PO Box 9629 Terre Haute IN 47808 Agent 1.00 0 0 0 Max Gibson 3200 Haythorne Avenue Terre Haute IN 47805 Foundation Mana 1.00 0 0 0 Gregory Gibson 3200 Haythorne Avenue Terre Haute IN 47805 Foundation Mana 1.00 0 0 0 Jami Patterson 7849 N Miami Gardens St Brazil IN 47834 Foundation Mana 1.00 0 0 0 Lisa Gibson 13376 E Rio Grande Ave Brazil IN 47834 Foundation Mana 1.00 0 0 0 Jill Short 5357 West State Road 340 Brazil IN 47834 Foundation Mana 1.00 0 0 0 NONE 0 NONE 0 0 3670651 623651 0 4294302 0 0 4294302 100000 4194302 209715 209715 1913 1913 207802 0 207802 0 207802 188250 0 188250 207802 182972 0 0 188250 182972 0 0 5278 0 0 0 0 0 0 0 0 202524 0 0 0 Terre Haute Savings Bank Max Gibson Gregory Gibson Jami Patterson Lisa Gibson Jill Short John Perry Terre Haute Savings Bank PO Box 9629 Terre Haute IN 478089629 8122344864 Written request should include the nature of the organization, a copy of the tax exemption letter and the reason for the request. None None 14th and Chestnut Community Center Various Terre Haute IN 47807 None Public General Support 500 American Red Cross Various Terre Haute IN 47807 None Public General Support 1000 Berean Baptist Church Various Terre Haute IN 47807 None Public General Support 200 Campus Ministry USA Various Lexington KY 40502 None Public General Support 4000 Catholic Charities of Terre Haute Various Terre Haute IN 47807 None Public General Support 500 Clay County Humane Society Various Brazil IN 47834 None Public General Support 5200 Cleveland Clinic Various Cleveland OH 44195 None Public General support 500 Community Missionary Church Various Brazil IN 47834 None Public General Support 500 Council on Domestic Abuse Various Terre Haute IN 47807 None Public General Support 500 Crisis Pregnancy Center Various Terre Haute IN 47807 None Public General Support 1000 Eiteljorg Museum Various Indianapolis IN 46202 None Public General Support 500 El Shaddi Emmaus Community Various Terre Haute IN 47807 None Public General Support 200 Exotic Feline Rescue Center Various Terre Haute IN 47807 None Public General Support 500 Faith United Methodist Church Various West Terre Haute IN 47885 None Public General Support 500 Gibault Home Various Terre Haute IN 47807 None Public General Support 500 Happiness Bag Various Terre Haute IN 47807 None Public General Support 500 Harvest Prayer Ministries Various Brazil IN 47834 None Public General Support 500 Helping Hands Various West Terre Haute IN 47885 None Public General Support 250 Higher Ground Christian Center Various Terre Haute IN 47807 None Public General Support 200 House of Hope Various Terre Haute IN 47807 None Public General Support 200 Indiana Basketball Hall of Fame Various New Castle IN 47362 None Public General Support 100 Indiana Historical Society Various Indianapolis IN 46202 None Public General Support 200 Indiana Natural Resources Foundation Various Indianapolis IN 46202 None Public General Support 200 Indiana Sheriff's Youth Ranch Various Brazil IN 47834 None Public General Support 1000 Indiana State Athletics Various Terre Haute IN 47807 none Public Genera Support 7500 Indiana State University Foundation Various Terre Haute IN 47807 None Public General Support 5000 Judicial Watch Various Terre Haute IN 47807 None Public General Support 250 Lighthouse Mission Various Terre Haute IN 47807 None Public General Support 1000 Memorial United Methodist Church Various Terre Haute IN 47807 None Public General Support 500 Mt Pleasant United Methodist Church Various Terre Haute IN 47807 None Public General Support 400 National Park Foundation Various Terre Haute IN 47807 None Public General Support 200 National Right to Work Legal Defense Foundation Various Terre Haute IN 47807 None Public General Support 200 Navy-Marine Corps Relief Society Various Arlington VA 22201 None Public General Support 200 Nevins Township Volunteer Fire Department Various Fontanet IN 47851 None Public General Support 1000 New Life Fellowship Various Terre Haute IN 47807 None Public General Support 400 Northview High School Various Brazil IN 47834 None Public General Support 500 Optimist Clothe a Child Various Terre Haute IN 47807 None Public General Support 500 Otter Creek Christian Church Various Brazil IN 47834 None Public General Support 500 Posey Township Volunteer Fire Department Various Staunton IN 24401 None Public General Support 500 Rainbow Christian Camp Various Converse IN 46919 None Public General Support 500 Riley Children's Foundation Various Indianapolis IN 46202 None Public General Support 500 Rio Grande Elementary School Various Terre Haute IN 47807 None Public General Support 500 Rio Grande Full Gospel Church Various Terre Haute IN 47807 None Public General Support 1200 River Community Church Various Brazil IN 47834 None Public General Support 1000 Rose Hulman Institute of Technology Various Terre Haute IN 47803 None Public General Support 5000 Saint Patrick Church Various Terre Haute IN 47807 None Public General Support 100 Saint Patrick School Various Terre Haute IN 47807 None Public General Support 100 Salvation Army Various Terre Haute IN 47807 None Public General Support 250 Shriner's Hospital for Children Various Indianapolis IN 46202 None Public General Support 500 Silent Men Various Terre Haute IN 47807 None Public General Support 200 Spruce Street AME Church Various Terre Haute IN 47807 None Public General Support 500 St Jude Children's Research Hospital Various Indianapolis IN 46202 None Public General Support 500 St Mary of the Woods College Various Terre Haute IN 47807 None Public General Support 5000 St Patrick Soup Kitchen Various Terre Haute IN 47807 None Public General Support 300 Sugar Creek Fire Department Various West Terre Haute IN 47885 none Public General Support 6000 Swope Art Museum Various Terre Haute IN 47807 None Public General Support 500 Terre Haute Humane Society Various Terre Haute IN 47807 None Public General Support 500 Terre Haute North Vigo High School Various Terre Haute IN 47804 None Public General Support 500 Terre Haute Symphony Association Various Terre Haute IN 47807 None Public General Support 500 The Children's Bureau Various Indianapolis IN 46202 None Public General Support 250 The King's Harvest Church Various Terre Haute IN 47807 None Public General Support 500 The Maple Center Various Terre Haute IN 47807 None Public General Support 5000 United States Marshals Museum Various Fort Smith AR 72901 None Public General Support 250 USO Various Washington DC 20001 None Public General Support 250 Vigo County CASA Various Terre Haute IN 47807 None Public General Support 200 Vigo County Education Foundation Various Terre Haute IN 47807 None Public General Support 63000 Vigo County Historical Society Various Terre Haute IN 47807 None Public General Support 1000 VNA Hospice of the Wabash Valley Various Terre Haute IN 47807 None Public General Support 11000 Wabash Valley Community Foundation Various Terre Haute IN 47807 None Public General Support 2000 Wabash Valley Family Sports Center Various Seelyville IN 47878 None Public General Support 20000 Wabash Valley Goodwill Industries Various Seelyville IN 47878 None Public General Support 250 Wabash Valley Health Center Various Terre Haute IN 47807 None Public General Support 2500 Wonder Valley Christian Camp Various Salem IN 47167 None Public General Support 1000 Vigo County Sheriffs Office Various Terre Haute IN 47802 None Public General Support 7500 Terre Haute City Police Various Terre Haute IN 47807 None Public General Support 7500 Phoenix House of Terre Haute Various Terre Haute IN 47804 None Public General Support 2000 First Baptist Church of North Terre Haute Indiana Various Terre Haute IN 47805 None Public General Support 2000 188250 0 14 26167 14 109888 9425 1553 Enterprise Products PPTNS 14 131 Magellan Midstream Ptrs 14 6842 Spectra Energy Partner LP 14 Williams Partners LP 14 Amerigas Partners LP Ltd 14 Transaction correction 14 0 143028 10978 154006 4e Municipal interest income excluded under Section 103. 0 0 0 0 0 0 0 0 0 0 X X 1 Max and Jacqueline Gibson 3200 Haythorne Avenue Terre Haute IN 47805 2453739 X 2 Lisa Gibson 13376 E Rio Grande Ave Brazil IN 47834 2450 X 3 Jill Short 5357 West State Road 340 Brazil IN 47834 4000 X 4 Jami Patterson 7849 N Miami Gardens St Brazil IN 47834 2000 X Accounting fees 2175 0 0 0 The Foundation requires $100,000 in order to pay required disbursements and expenses. USB Capital IX USb 3.5 Perp 50000 37683 Goldman Sachs Capital II GS 4.0 49328 39071 JP Morgan Chase & Co 112166 1347595 Caterpillar Inc Del 16797 238184 Cisco Systems Inc 15591 12095 General Electric Co 7834 6212 US Bancorp 52554 73343 Republic Services Inc 80800 404600 PNC Financial Services Group 53600 10449 BP PLC 40023 32080 Wells Fargo & Company 25113 27780 Williams Partners LP 24549 22148 Federal Natl Mtg Assn 8.25% 74700 6765 AT&T 5708 4143 Bristol-Myers Squibb Co 7557 10617 Chevron Corp 7462 10052 Duke Energy Corp 28734 33774 First Horizon National Corp 31716 23802 Illinois Tool Works Inc. 7451 38754 Johnson and Johnson 23235 36500 Proctor & Gamble Co. 24469 46517 The Southern Company 16277 22004 Kinder Morgan, Inc. 19995 8486 Altria Group Inc 16722 10300 American Electric Power Co 25322 27286 UGI Corp New 16815 5080 Amgen Inc 16886 26425 Blackrock Inc 16860 31552 Boeing Company 16816 21773 CSX Corporation 5085 17151 Colgate-Palmolive Company 16681 18353 Emerson Electric Co 16749 24892 Exxon Mobil Corporation 16888 20753 General Dynamics Corp 16634 22968 Gilead Sciences Inc 16908 17465 Home Depot Inc 16761 36051 Intel Corporation 16903 20607 International Business Machines 21916 24101 Verizon Corporation 25237 18322 Wal-mart Inc 16955 34719 Ace LTD (Chubb Limited Com) 17089 28679 McDonalds Corp 16766 35230 Enbridge Inc Com 32583 29849 Iron Mtn Inc New Com 6786 11739 Enterprise Products PPTNS LP 1749 1767 FlexShares TR Mornstar Upstr 24831 30023 Genuine Parts Company 6301 8365 Pfizer Inc 5925 5149 Viatris Inc 325 190 General Mls Inc 6254 6493 Otis Worldwide Corp 4443 6348 Raytheon Technologies Corp 9378 12059 AES Corp 8784 7865 Dominion Resources Inc 8831 4851 First Energy Corp 8830 10454 Truist Finl Corp 9245 6749 Carrier Global Corporation 3177 7690 Wells Fargo & Co and Company 50000 34830 Kyndryl Holdings Inc 958 541 Shell PLC Spon Ads 7855 7106 Warner Bros Discovery Inc 1821 627 Oneok Inc 19954 11085 First Financial Corp Ind 3053 4781 GE Healthcare Technologies Inc 2281 1164 Kenvue Inc 787 1962 140 128 326051 306197 IShares DJ US Oil & Gas Exploration AT COST 20032 25305 Vanguard Energy ETF US AT COST 19950 20978 First Trust Morningstar DIV INDEX AT COST 25592 32785 IShares Select Dividend Index Fund AT COST 25422 33594 Vanguard Div Appreciation Fund AT COST 24970 49115 Schwab US Dividend Equity ETF AT COST 37847 58893 First TR Exchange-Traded Fd PFD Secs Inc AT COST 50299 40850 Foreign Tax Withheld 557 0 0 0 Management Fees 18 0 0 0 Office Expense 1113 0 0 0 Enterprise Products PPTNS 131 131 Magellan Midstream Ptrs 6842 6842 Federal Income Tax paid 1667 0 0 0