2024-05-13T10:23:38-05:00 2023-12-31 351327464 SACKRIDER & COMPANY INC 1925 Wabash Ave Terre Haute IN 47807 990 2023-01-01 356011751 James McGregor Educational Institutions Endowment Fund JAME 8122386257 PO Box 540 Terre Haute IN 478080540 First Financial Bank NA Trustee 8122386257 2024-05-09 1 First Financial Bank NA 999009999 0 Eleanor M Caldwell CPA P00634823 8122329492 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z PO Box 540 Terre Haute IN 478080540 87301 0 X N/A X 1938 IN See Schedule OThe net income of the trust is distributed annually to help support Indiana State University, St. Mary-of-the-Woods College, and Rose-Hulman Institute of Technology, which are located in Terre Haute, Indiana. 1 0 0 0 0 0 0 0 0 0 14796 50200 0 0 14796 50200 7327 13771 0 0 12805 12574 0 0 0 3423 3429 23555 29774 -8759 20426 1137940 1248372 0 0 1137940 1248372 The net income of the trust is distributed annually to help support Indiana State University, St. Mary-of-the-Woods College, and Rose-Hulman Institute of Technology, which are located in Terre Haute, Indiana. 0 0 13771 13771 The trust was established to provide support to educational institutions in Terre Haute, Indiana. The net income is paid yearly to Indiana State University, St. Mary-of-the-Woods College, and Rose-Hulman Institute of Technology. 13771 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 1 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 IN X First Financial Bank NA 8122386257 One First Financial Plaza Terre Haute IN 478073226 First Financial Bank NA Trustee 2.00 X 12574 0 0 12574 0 0 0 0 0 0 0 24468 24468 62833 37101 25732 25732 25732 50200 50200 0 0 13771 13771 12574 12574 375 375 264 264 Real Estate Taxes 2630 2630 Foreign Taxes paid 160 160 29774 13771 16003 0 778 723 37503 45671 873960 976279 225699 225699 1137940 1248372 0 0 X 0 0 0 0 1137940 1248372 1137940 1248372 1137940 1248372 20426 90006 0 X 0 0 0 X X 3 Indiana State University 356001670 2 0 2119 0 Rose-Hulman Institute of Technology 350868149 2 1 9534 0 St Mary-of-the-Woods College 351065063 2 0 2119 0 3 13772 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 X Part IV, Section A, Line 1: The trust document requires 75% of the net income to be paid to Rose-Hulman Institute of Technology each year and the remaining 25% to be paid to any other schools or institutions of learning permanently located and maintained in Vigo County, Indiana. The trust has been paying 25% of its net income to St. Mary-of-the-Woods College and Indiana State University for over 84 years. Part IV, Section D, Line 2: As trustee, First Financial Bank, N.A. has maintained a continuous working relationship with Indiana State University, Rose-Hulman Institute of Technology, and St. Mary-of-the-Woods College for over 84 years. The trust was created in 1938 and has not received any grant, contribution, bequest, or other transfer on or after such date. The trust is required by its governing instrument to distribute all of its net income each year to Rose-Hulman Institute of Technology and to the board of trustees or other governing body of any other schools or institutions of learning permanently located and maintained in Vigo County, Indiana. As Trustee, the Bank does not have discretion to vary the amounts payable to the supported organizations. The trustee is not a disqualified person within the meaning of section 4946(a) other than foundation managers under section 4946(a)(1)(B) with respect to the trust if such a trust were treated as a private foundation. 0 Utah Mining Claims 225699 225699 1 Rose-Hulman Institute of Tech 5500 Wabash Avenue Terre Haute IN 47803 350868149 9534 0 To support the educational institution. Part IV- Additional Supplemental Information Explanation for Form 990, Schedule I, Part 1, Line 2 The trust is required to distribute the net income annually to institutions of higher learning permanently located in Vigo County, Indiana. The contributions are used for the general support of three local institutions and there are no procedures for monitoring their use. Form 990, Part VI, Section B, line 11b Line 11b Explanation - Form 990 is prepared by Sackrider & Company, Inc. The return is reviewed by the administrator of the account at First Financial Bank N.A. Form 990, Part VI, Section C, line 19 No other documents available to the public.