Civic Intelligence

James Mcgregor Educational Institutions

EIN 35-6011751 • 501(c)3 • Terre Haute, IN

Profile

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.

First Financial Bank Trust DepTerre Haute, IN 47808-0540

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

78th percentile

26%

Higher net margin than 78% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

42nd percentile

$13,367

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 23.8% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

64th percentile

8.9%

Faster asset growth than 64% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

57th percentile

12%

Faster revenue growth than 57% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$1,359,484

Up $111,112 (+8.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,359,484

Up $111,112 (+8.9%) from 2023

Revenue

Up

$56,055

Up $5,855 (+12%) from 2023

Expenses

Up

$41,415

Up $11,641 (+39%) from 2023

Net Income

Down

$14,640

Down $5,786 (-28%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2020: $1,161,498Liabilities 2020: $0Net Assets 2020: $1,161,4982020Assets 2021: $1,210,827Liabilities 2021: $0Net Assets 2021: $1,210,8272021Assets 2022: $1,137,940Liabilities 2022: $0Net Assets 2022: $1,137,9402022Assets 2023: $1,248,372Liabilities 2023: $0Net Assets 2023: $1,248,3722023Assets 2024: $1,359,484Liabilities 2024: $0Net Assets 2024: $1,359,4842024

Highlighted filing

2024

Assets$1,359,484
Liabilities$0
Net Assets$1,359,484

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2020: $37,189Expenses 2020: $25,764Net Income 2020: $11,4252020Revenue 2021: $89,344Expenses 2021: $23,415Net Income 2021: $65,9292021Revenue 2022: $14,796Expenses 2022: $23,555Net Income 2022: -$8,7592022Revenue 2023: $50,200Expenses 2023: $29,774Net Income 2023: $20,4262023Revenue 2024: $56,055Expenses 2024: $41,415Net Income 2024: $14,6402024

Highlighted filing

2024

Revenue$56,055
Expenses$41,415
Net Income$14,640

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 7, 2025
Return Version
2024v5.1
Gross Receipts
$183,331
Mission and Program Overview

Mission

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.

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,248,372$1,359,484▲ $111,112
Investments in Publicly Traded Securities$976,279$1,041,593▲ $65,314
Savings and Temporary Cash Investments$45,671$46,188▲ $517
Cash and Non-Interest-Bearing Accounts$723$866▲ $143
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,248,372$1,359,484▲ $111,112
Other Assets Total$225,699$270,837▲ $45,138
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,248,372$1,359,484▲ $111,112
Total Liabilities and Net Assets / Fund Balance$1,248,372$1,359,484▲ $111,112

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$270,837--
Compensation and Service Providers

Employees

NameTitleBaseTotal
-Trustee$13,367$13,367
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$56,055
Other Revenue
$0
Change in Net Assets
$14,640
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$24,034
Salaries, Compensation, and Employee Benefits$13,367
Other Expenses$4,014
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$24,034--$24,034
Current Officers, Directors, Trustees, and Key Employees-$13,367-$13,367
Fees for Services Accounting-$380-$380
Insurance-$346-$346
Other Expenses-$192-$192
Total Functional Expenses$24,034$17,381$0$41,415
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rose-Hulman Institute of TechTerre Haute, IN-To support the educational institution.$18,026
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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.

Filing and Contact Details

Filer

Filer Name
James McGregor Educational Institutions
EIN
35-6011751
Address
First Financial Bank Trust Dep, Terre Haute, IN 47808-0540

Signing Officer

Name
First Financial Bank NA
Title
Trustee
Phone
8122386257
Signed
2025-05-07
Discuss with paid preparer
Yes

Organization Details

Formed
1938
Legal Domicile
In
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Sackrider & Company Inc
Address
1925 Wabash Ave, Terre Haute, IN 47807
Preparer
Eleanor M Caldwell CPA
Phone
8122329492
Raw XML Appendix317 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0See 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.
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0First Financial Bank NA
IRS990/BooksInCareOfDetail/PhoneNum08122386257
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0One First Financial Plaza
IRS990/BooksInCareOfDetail/USAddress/CityNm0Terre Haute
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0478073226
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0723
IRS990/CashNonInterestBearingGrp/EOYAmt0866
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt013367
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt013367
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt024034
IRS990/CYInvestmentIncomeAmt056055
IRS990/CYOtherExpensesAmt04014
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt014640
IRS990/CYSalariesCompEmpBnftPaidAmt013367
IRS990/CYTotalExpensesAmt041415
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt056055
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0The 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.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt024034
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0380
IRS990/FeesForServicesAccountingGrp/TotalAmt0380
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0First Financial Bank NA
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt013367
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01938
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt027991
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt024034
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt024034
IRS990/GrantsToDomesticOrgsGrp/TotalAmt024034
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0155267
IRS990/GrossReceiptsAmt0183331
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0346
IRS990/InsuranceGrp/TotalAmt0346
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt028064
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt028064
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0976279
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01041593
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0127276
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0The 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01248372
IRS990/NetAssetsOrFundBalancesEOYAmt01359484
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt027991
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt027991
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt096472
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0225699
IRS990/OtherAssetsTotalGrp/EOYAmt0270837
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Real Estate Taxes
IRS990/OtherExpensesGrp/Desc1Foreign Taxes paid
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03096
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1192
IRS990/OtherExpensesGrp/TotalAmt03096
IRS990/OtherExpensesGrp/TotalAmt1192
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt013771
IRS990/PYInvestmentIncomeAmt050200
IRS990/PYOtherExpensesAmt03429
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt020426
IRS990/PYSalariesCompEmpBnftPaidAmt012574
IRS990/PYTotalExpensesAmt029774
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt050200
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt014640
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01248372
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01359484
IRS990/SavingsAndTempCashInvstGrp/BOYAmt045671
IRS990/SavingsAndTempCashInvstGrp/EOYAmt046188
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The 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 85 years.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1As 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 85 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.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section A, Line 1:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Part IV, Section D, Line 2:
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt03
IRS990ScheduleA/SupportedOrganizationsTotalCnt03
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0356001670
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1350868149
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2351065063
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd00
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd11
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd20
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd12
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd22
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt03004
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt118026
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt23004
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Indiana State University
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1Rose-Hulman Institute of Technology
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2St Mary-of-the-Woods College
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt024034
IRS990ScheduleA/TrustIntegralPartTestInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0270837
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Utah Mining Claims
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0270837
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt018026
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0To support the educational institution.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Rose-Hulman Institute of Tech
IRS990ScheduleI/RecipientTable/RecipientEIN0350868149
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt05500 Wabash Avenue
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Terre Haute
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd047803
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Explanation 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.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part IV- Additional Supplemental Information
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Line 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No other documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0IN
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01248372
IRS990/TotalAssetsEOYAmt01359484
IRS990/TotalAssetsGrp/BOYAmt01248372
IRS990/TotalAssetsGrp/EOYAmt01359484
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt017381
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt024034
IRS990/TotalFunctionalExpensesGrp/TotalAmt041415
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01248372
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01359484
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt024034
IRS990/TotalReportableCompFromOrgAmt013367
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt056055
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt056055
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01248372
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01359484
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0First Financial Bank Trust Dep
IRS990/USAddress/CityNm0Terre Haute
IRS990/USAddress/StateAbbreviationCd0IN
IRS990/USAddress/ZIPCd0478080540
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0First Financial Bank NA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum08122386257
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0James McGregor Educational Institutions
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Endowment Fund
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0356011751
ReturnHeader/Filer/USAddress/AddressLine1Txt0First Financial Bank Trust Dep
ReturnHeader/Filer/USAddress/CityNm0Terre Haute
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd0478080540
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351327464
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SACKRIDER & COMPANY INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01925 Wabash Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Terre Haute
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd047807
ReturnHeader/PreparerPersonGrp/PhoneNum08122329492
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Eleanor M Caldwell CPA
ReturnHeader/ReturnTs02025-05-12T15:15:11-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.