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 356011750 Simon Levi Trust SIMO 8122386257 PO Box 540 Terre Haute IN 47808 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 X X N/A X X 18415 X 2568 15847 10895 4952 7520 1429 1442 375 16 3262 4258 95479 6561 106298 95479 106298 95479 106298 0 0 95479 106298 X The Trust was created to provide support to the Parks Department. The Trust distributes its net income, semi-annually, to the city of Terre Haute Department of Parks and Recreation. 1429 1429 1429 First Financial Bank NA Trustee 2.00 1442 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 0 NONE NONE 1 X X 1 Terre Haute Department of Parks and Recreation 356001210 7 1 1429 0 1 1429 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 Trustee has maintained a close and continuous working relationship with the Terre Haute Deparment of Parks and Recreation since 1925. Part V, Line 1 - Explain How Integral Part Test Satisfied The Trust was established by the will of Simon Levi and is to be a perpetual fund. 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. The Trust is required by its governing instrument to distribute all of its net income semi-annually to the Terre Haute Department of Parks and Recreation. The Trustee does not have discretion to vary either the beneficiary supported organization or the amounts payable to the supported organization. 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: 146. Description: Dividends. Amount: 2,422. Total Included on Form 990-EZ, line 4: 2,568. Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid Activity Classification: . Grantee Name: Terre Haute Department of Parks & Recreation. Amount Given: 1,429. Form 990-EZ, Part I, Line 16 - Other Expenses Description: Foreign Tax Withheld. Amount: 16. Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets Description: Net Unrealized Gains and Losses on Investments. Amount: 6,561. 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.