Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
PETER J BLOSSER SCHOLARSHIP TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)P O BOX 6160 60 RIVERSIDE ST 130
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHILLICOTHE, OH45601
A Employer identification number

31-0629687
B Telephone number (see instructions)

(740) 773-0043
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$2,007,395J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 2,500
2 Check right arrow.............
3 Interest on savings and temporary cash investments 1,234 1,234  
4 Dividends and interest from securities... 40,335 40,335  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 62,640
b Gross sales price for all assets on line 6a 530,821
7 Capital gain net income (from Part IV, line 2)... 62,640
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
14,532 14,532  
12 Total. Add lines 1 through 11........ 121,241 118,741  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 13,500 675   12,825
14 Other employee salaries and wages...... 29,792 1,490   28,302
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
25 0   25
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,200 2,200   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,351 118   2,233
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 6,000 300   5,700
21 Travel, conferences, and meetings.......        
22 Printing and publications.......... 228 0   228
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
25,108 14,885   10,223
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 79,204 19,668   59,536
25 Contributions, gifts, grants paid....... 61,000 61,000
26 Total expenses and disbursements. Add lines 24 and 25 140,204 19,668   120,536
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -18,963
b Net investment income (if negative, enter -0-) 99,073
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 100 100 100
2 Savings and temporary cash investments......... 74,683 59,479 59,479
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 740,740 Click to see attachment
List of Attached Documents:
// Content
481,888 		654,824
c Investments—corporate bonds (attach schedule)....... 0 Click to see attachment
List of Attached Documents:
// Content
324,145 		333,464
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 439,264 Click to see attachment
List of Attached Documents:
// Content
416,050 		367,115
14 Land, buildings, and equipment: basis right arrow7,347
Less: accumulated depreciation (attach schedule) right arrow7,347      
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
638,251 		Click to see attachment
List of Attached Documents:
// Content
592,413 		Click to see attachment
List of Attached Documents:
// Content
592,413
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,893,038 1,874,075 2,007,395
Liabilities 17 Accounts payable and accrued expenses.......... 2,186 2,186
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 2,186 2,186
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 1,890,852 1,871,889
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 1,890,852 1,871,889
30 Total liabilities and net assets/fund balances (see instructions). 1,893,038 1,874,075
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,890,852
2
Enter amount from Part I, line 27a .....................
2
-18,963
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,871,889
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,871,889
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a SEE PDF      
b SEE PDF      
c SEE PDF      
d SEE PDF      
e SEE PDF      
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 45,614   46,623 -1,009
b 319,901   233,322 86,579
c 114,830   122,492 -7,662
d 1,133   1,164 -31
e 48,713   64,580 -15,867
630     630
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -1,009
b       86,579
c       -7,662
d       -31
e       -15,867
      630
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 62,640
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 1,377
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,377
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,377
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 1,124
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,124
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 253
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowOH
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.BLOSSERTRUST.ORG
14
The books are in care ofright arrowPEGGY GRAY Telephone no.right arrow (740) 773-0043

Located atright arrowPO BOX 6160 60 RIVERSIDE ST STE 130CHILLICOTHEOH ZIP+4right arrow45601
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
LORENE C WASHINGTON TRUSTEE
2.50 		4,500 0 0
102 EASTLOOK DRIVE
CHILLICOTHE,OH45601
DONALD C GATCHELL TRUSTEE
2.50 		4,500 0 0
1251 BETTY LN
CHILLICOTHE,OH45601
TIM NUSBAUM TRUSTEE
2.50 		4,500 0 0
62 APPLEWOOD DR
CHILLICOTHE,OH45601
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 PROVIDED 55 SCHOLARSHIPS TO QUALIFYING APPLICANTS TO AID IN FURTHERING THEIR EDUCATION. 61,000
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 PROVIDED 3 LOANS TO QUALIFYING APPLICANTS TO AID IN FURTHERING THEIR EDUCATION. 14,134
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow14,134
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
1,333,270
b
Average of monthly cash balances.......................
1b
59,909
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,393,179
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
1,393,179
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
20,898
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,372,281
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
68,614
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
68,614
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,377
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,377
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
67,237
4
Recoveries of amounts treated as qualifying distributions................
4
59,972
5
Add lines 3 and 4............................
5
127,209
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
127,209
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
120,536
b
Program-related investments—total from Part VIII-B..................
1b
14,134
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
134,670
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 127,209
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019...... 20,286
c From 2020...... 39,517
d From 2021...... 22,456
e From 2022...... 6,256
f Total of lines 3a through e ........ 88,515
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 134,670
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		Click to see attachment
List of Attached Documents:
// Content
0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 127,209
e Remaining amount distributed out of corpus 7,461
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 95,976
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		95,976
10 Analysis of line 9:
a Excess from 2019.... 20,286
b Excess from 2020.... 39,517
c Excess from 2021.... 22,456
d Excess from 2022.... 6,256
e Excess from 2023.... 7,461
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
PEGGY GRAY PETER J BLOSSER SCHOLARS
60 RIVERSIDE STREET
CHILLICOTHE,OH45601
(740) 773-0043
bThe form in which applications should be submitted and information and materials they should include:
APPLICANT REQUIRED TO COMPLETE PREPRINTED APPLICATION REQUESTING FAMILY INCOME AND DEBTS; RECENT TAX RETURN; SCHOOL FEES OR BILLING STATEMENT; AMOUNT OF LOAN NEEDED; SCHOOL TRANSCRIPT; PRIOR EDUCATION; EXPECTED DEGREE; EXPECTED GRADUATION DATE; REFERENCES AND SIGNATURE OF APPLICANT AND A COSIGNER'S SIGNATURE.
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
LOANS RESTRICTED TO RESIDENTS OF ROSS COUNTY, OHIO.
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

AARON EVANS

376 PRATER LN
RICHMOND DALE,OH45673 		NONE N/A EDUCATIONAL SCHOLARSHIPS 1,000

ALLISON FULLER

12916 LOWER TWIN RD
SOUTH SALEM,OH45681 		NONE N/A EDUCATIONAL SCHOLARSHIPS 1,000

ALLISON GOZY

504 N HIGH ST
CHILLICOTHE,OH45601 		NONE N/A EDUCATIONAL SCHOLARSHIPS 1,000

ALYSIA CUNNINGHAM

32 RIDGE DR
CHILLICOTHE,OH45601 		NONE N/A EDUCATIONAL SCHOLARSHIP 1,000

ALYSSA STEELE

3660 BLACK RUN RD
CHILLICOTHE,OH45601 		NONE N/A EDUCATIONAL SCHOLARSHIP 1,000

ANGEL PROEHL

2280 OWL CREEK RD
FRANKFORT,OH45628 		NONE N/A EDUCATIONAL SCHOLARSHIP 1,000

ANNA BETTS

11246 WESTFALL RD
FRANKFORT,OH45628 		NONE N/A EDUCATIONAL SCHOLARSHIPS 1,000

BOBBI CASH

312 WEST HYDELL RD
CHILLICOTHE,OH45601 		NONE N/A EDUCATIONAL SCHOLARSHIP 500

BROOKLEYN RITTINGER

1185 POINTIUS
CIRCLEVILLE,OH43113 		NONE N/A EDUCATIONAL SCHOLARSHIP 1,000

CAMERON BASH

8060 EGYPT PIKE
CHILLICOTHE,OH45601 		NONE N/A EDUCATIONAL SCHOLARSHIPS 1,000

DONOVAN PALMER

770 SCHRAKE RD
CHILLICOTHE,OH45601 		NONE N/A EDUCATIONAL SCHOLARSHIPS 1,000

EMMA THOMPSON

7486 STATE RR 41 N
BAINBRIDGE,OH45612 		NONE N/A EDUCATIONAL SCHOLARSHIP 1,000

HANNAH THOMPSON

501 SHEELY RD
FRANKFORT,OH45628 		NONE N/A EDUCATIONAL SCHOLARSHIPS 1,000

JAY CLINE

402 S MAPLE
BAINBRIDGE,OH45612 		NONE N/A EDUCATIONAL SCHOLARSHIPS 1,000

JEYLA WILSON

1005 GOLFVIEW DR
CHILLICOTHE,OH45601 		NONE N/A EDUCATIONAL SCHOLARSHIP 1,000

KATHERINE SHELBY

PO BOX 483
KINGSTON,OH45644 		NONE N/A EDUCATIONAL SCHOLARSHIP 1,000

KATIE ROOP

663 N MALONE RD
CHILLICOTHE,OH45601 		NONE N/A EDUCATIONAL SCHOLARSHIPS 1,000

KENDALL CHECK

173 SHARON RD
CHILLICOTHE,OH45601 		NONE N/A EDUCATIONAL SCHOLARSHIPS -500

KRISTIN COX

3851 WEST JUNCTION RD
CHILLICOTHE,OH45601 		NONE N/A EDUCATIONAL SCHOLARSHIP 1,000

KYLEE BETHEL

39 WHITNEY DR
CHILLICOTHE,OH45601 		NONE N/A EDUCATIONAL SCHOLARSHIP 1,000

KYLIE HENRY

15106 SOUTH PERRY RD
LAURELVILLE,OH43135 		NONE N/A EDUCATIONAL SCHOLARSHIP 1,000

KYNSINGTON POPP

27937 OLD RT 35
CHILLICOTHE,OH45601 		NONE N/A EDUCATIONAL SCHOLARSHIP 1,000

LAURYN WARE

250 HIBGY RD
CHILLICOTHE,OH45601 		NONE N/A EDUCATIONAL SCHOLARSHIP 1,000

LINCOLM GRUBB

6689 BLAIN HIGHWAY
CHILLICOTHE,OH45601 		NONE N/A EDUCATIONAL SCHOLARSHIP 1,000

LUKE SMITH

373 VERNON DR
CHILLICOTHE,OH45601 		NONE N/A EDUCATIONAL SCHOLARSHIP 2,000

MADELINE HUFF

1830 VOLMAR RD
CHILLICOTHE,OH45601 		NONE N/A EDUCATIONAL SCHOLARSHIP 500

MADELINE NEUKIRCHNER

142 BARNHART DR
CHILLICOTHE,OH45601 		NONE N/A EDUCATIONAL SCHOLARSHIPS 1,000

MCKENZIE ANDERSON

237 S QUARRY ST
BAINBRIDGE,OH45612 		NONE N/A EDUCATIONAL SCHOLARSHIPS 1,000

MEREDITH ROBINSON

4858 EGYPT PIKE
CHILLICOTHE,OH45601 		NONE N/A EDUCATIONAL SCHOLARSHIPS 1,000

NATHAN THROCKMORTON

1289 PATTON HILL RD
CHILLICOTHE,OH45601 		NONE N/A EDUCATIONAL SCHOLARSHIP 1,000

NICOLAS CUNNINGHAM

54 ROBIN COURT
CHILLICOTHE,OH45601 		NONE N/A EDUCATIONAL SCHOLARSHIP 1,000

PARKER GEORGE

1516 CONCORD CHURCH RD
CHILLICOTHE,OH45601 		NONE N/A EDUCATIONAL SCHOLARSHIPS 1,000

SHELBIE MCGRAW

777 BLAIN HWY
WAVERLY,OH45690 		NONE N/A EDUCATIONAL SCHOLARSHIPS 1,000

TARA BUSHATZ

2291 TREGO CREEK RD
CHILLICOTHE,OH45601 		NONE N/A EDUCATIONAL SCHOLARSHIP 1,000

VINCENT ROPER JR

2097 WESTERN AVE APT 609
CHILLICOTHE,OH45601 		NONE N/A EDUCATIONAL SCHOLARSHIP 1,000

VITORIA HAY

988 SULPHUR SPRING RD
CHILLICOTHE,OH45601 		NONE N/A EDUCATIONAL SCHOLARSHIP 1,000

TAYLOR PARKHAM

247 CHURCH ST
CHILLICOTHE,OH45601 		NONE N/A EDUCATIONAL SCHOLARSHIP 1,000

SYDNEE ROBINSON

52 MINER LANE
FRANKFORT,OH45628 		NONE N/A EDUCATIONAL SCHOLARSHIP 1,500

SHYAN DOWNING

10922 6TH ST
CLARKSBURG,OH43115 		NONE N/A EDUCATIONAL SCHOLARSHIP 1,500

RANDY DANIELS III

10735 MAIN ST
CLARKSBURG,OH43115 		NONE N/A EDUCATIONAL SCHOLARSHIP 1,500

RAY ESCALERA

53 ROBIN COURT
CHILLICOTHE,OH45601 		NONE N/A EDUCATIONAL SCHOLARSHIP 1,500

KATHERINE COCHRAN-HILL

22 E FIFTH ST
CHILLICOTHE,OH45601 		NONE N/A EDUCATIONAL SCHOLARSHIP 1,500

GAGE MILLER

296 N HIGH ST
CHILLICOTHE,OH45601 		NONE N/A EDUCATIONAL SCHOLARSHIP 1,500

CARSON KUHN

1426 EASTERDAY RD
CHILLICOTHE,OH45601 		NONE N/A EDUCATIONAL SCHOLARSHIP 750

ADDISON LALIER

3284 MT TABOR RD
CHILLICOTHE,OH45601 		NONE N/A EDUCATIONAL SCHOLARSHIP 1,500

MACKENNA HEATH

126 EASTVIEW DR
CHILLICOTHE,OH45601 		NONE N/A EDUCATIONAL SCHOLARSHIP 1,500

SHYANNE WATSON

888 GARMAN LANE
BAINBRIDGE,OH45612 		NONE N/A EDUCATIONAL SCHOLARSHIP 750

ASHTON BEVERLY

782 WOODHILL DR
CHILLICOTHE,OH45601 		NONE N/A EDUCATIONAL SCHOLARSHIP 1,500

MAKHIA TYLER

3175 MUSGROVE RD
CHILLICOTHE,OH45601 		NONE N/A EDUCATIONAL SCHOLARSHIP 1,500

ALLI TOBERT

1931 BRONX CORNER RD
RICHMOND DALE,OH45672 		NONE N/A EDUCATIONAL SCHOLARSHIP 1,500

JJ LARUE

1667 STONE RD LOT 12
CHILLICOTHE,OH45601 		NONE N/A EDUCATIONAL SCHOLARSHIP 1,500

ROWEN LLOYD

31 TECUMSEH DR
CHILLICOTHE,OH45601 		NONE N/A EDUCATIONAL SCHOLARSHIP 1,500

MORGAN ARENAS

50 PEASE PIPE RD
CHILLICOTHE,OH45601 		NONE N/A EDUCATIONAL SCHOLARSHIP 1,500

MADISON MCDONALD

3615 LICK RUN RD
CHILLICOTHE,OH45601 		NONE N/A EDUCATIONAL SCHOLARSHIP 1,500

HENRY ZITZELBERGER

753 WILEY RD
CHILLICOTHE,OH45601 		NONE N/A EDUCATIONAL SCHOLARSHIP 1,500
Total .................................right arrow 3a 61,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 1,234  
4 Dividends and interest from securities ....     14 40,335  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....         14,532
8 Gain or (loss) from sales of assets other than
inventory ............ 		    14 62,640  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 104,209 14,532
13Total. Add line 12, columns (b), (d), and (e)..................
13
118,741
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
7 INTEREST EARNED ON LOANS MADE TO STUDENTS ATTENDING INSTITUTIONS OF HIGHER LEARNING
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
PETER J BLOSSER SCHOLARSHIP TRUST
EIN:
31-0629687
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 2,200 2,200   0

TY 2023 AppliedToPriorYearElection
Name:
PETER J BLOSSER SCHOLARSHIP TRUST
EIN:
31-0629687
Election:
THE FOUNDATION IS MAKING AN ELECTION UNDER REGULATIONS SECTION 53.4942(A)-3(D)(2) TO APPLY THE REMAINING QUALIFYING DISTRIBUTIONS TO THE 2015 UNDISTRIBUTED INCOME.

TY 2023 InvestmentsCorpBondsSchedule
Name:
PETER J BLOSSER SCHOLARSHIP TRUST
EIN:
31-0629687
Name of Bond End of Year Book Value End of Year Fair Market Value
AEGON FUNDING COMPANY 6,418 6,870
AGNC INVESTMENT CORP 10,654 10,989
ALLSTATE CORP 10,127 10,006
AMERICAN EQTY INVT LIFE 8,942 8,872
ANNALY CAPITAL MGMT 15,636 15,587
ASSOCIATED BANC CORP 5,640 6,036
AT&T 13,300 14,235
ATHENE HOLDING 10,993 10,723
AXIS CAPITAL HOLDINGS 15,827 15,913
BRIGHTHOUSE FINL 6,558 6,722
CITIGROUP CAPITAL XIII 17,655 17,552
CITIZENS FINL GROUP 3,906 3,864
CMS ENERGY CORP 7,159 7,616
FIFTH THIRD BANCORP 11,045 11,232
FORD MOTOR COMPANY 12,824 13,425
JPMORGAN CHASE & CO - 33 SHS 6,334 6,625
KEYCORP 4,177 4,485
KIMCO REALTY 3,575 3,746
LINCOLN NATIONAL CORP 3,665 3,739
M&T BANK 10,928 11,081
MORGAN STANLEY 9,059 9,186
NATIONAL RURAL UTILITIES 10,828 11,649
NAVIENT CORP 13,146 15,551
NEW YORK COMMUNITY BANCORP 3,535 3,384
NEXTERA ENERGY CAPITAL HOLDINIGS 4,232 4,272
NISOURSE INC 9,624 9,510
QUEST CORP 5,783 5,707
REGIONS FINANCIAL 6,774 6,935
REINSURANCE GROUP 8,674 8,595
SEMPRA 15,917 16,662
SOUTHERN COMPANY 5,644 5,816
SYNOVUS FINANCIAL 4,098 4,063
TRUIST FINANCIAL 7,519 7,647
US BANCORP 5,353 5,463
UNITED STATES CELLULAR 8,202 8,640
UNUM GROUP 7,444 8,048
VALLEY NATIONAL BANCORP 1,900 2,012
ZIONS BANCORP 11,050 11,006

TY 2023 InvestmentsCorpStockSchedule
Name:
PETER J BLOSSER SCHOLARSHIP TRUST
EIN:
31-0629687
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABORATORIES - 19 SHS 1,601 2,091
ABBVIE, INC - 23 SHS 2,108 3,564
AIR PRODUCTS & CHEMICALS - 12 SHS 2,585 3,286
ALPHABET INC - 184 SHS 17,347 25,931
AMERICAN WATER - 192 SHS 29,207 25,342
ANALOG DEVICES, INC - 9 SHS 1,054 1,787
APPLE - 17 SHS 945 3,273
APPLE INC - 133 SHS 7,300 25,606
BANK OF AMERICA - 124 SHS 3,639 4,175
BLACKROCK - 5 SHS 2,164 4,059
BRISTOL MYERS SQUIBB CO - 47 SHS 2,308 2,412
BROADCOM INC - 5 SJS 1,398 5,581
CATERPILLAR - 13 SHS 1,491 3,844
CHESAPEAKE ENERGY - 35 SHS 2,368 2,693
CHEVRON CORP - 17 SHS 1,141 2,536
CHEVRON CORP - 17 SHS6 18,250 26,252
CISCO SYSTEMS INC 43 SHS 1,208 2,172
COCA-COLA COMPANY - 34 SHS 1,635 2,004
COMCAST - 56 SHS 2,638 2,543
DEERE & CO - 66 SHS 24,570 26,391
DUKE ENERGY CORP NEW 32 SHS 1,401 3,105
DUPONT DE NEMOURS INC - 43 SHS 2,132 3,308
EATON CORP PLC 17 SHS 888 4,094
EMERSON ELECTRIC CO - 37 SHS 2,406 3,601
EXXON MOBILE - 28 SHS 2,392 2,799
GOLDMAN SACHS - 10 SHS 3,338 3,858
HOME DEPOT INC - 8 SHS 1,541 2,772
HOME DEPOT INC - 8 SHS2 18,532 28,417
IBM CORP - 13 SHS 1,780 2,126
ILLINOIS TOOL WORKS - 105 SHS 16,148 27,504
JOHNSON & JOHNSON 17 SHS 1,002 2,665
JPMORGAN CHASE & CO - 33 SHS 2,122 5,613
JPMORGAN CHASE & CO 165 SHS 19,488 28,067
KINDER MORGAN INC - 147 SHS 2,547 2,593
MCDONALD CORP - 10 SHS 2,317 2,965
MEDTRONIC - 38 SHS 4,024 3,130
METLIFE - 49 SHS 2,334 3,240
MICROSOFT CORP - 10 SHS 258 3,760
MICROSOFT CORP 68 SHS 9,364 25,571
NEXTERA ENERGY - 51 SHS 2,949 3,098
NEXTERA ENERGY - 443 SHS 25,255 26,908
PAYCHEX INC 22 SHS 653 2,620
PEPSICO INC - 17 SHS 1,111 2,887
PEPSICO INC 151 SHS 20,474 25,646
PFIZER - 80 SHS 3,843 2,303
PROCTER & GAMBLE CO - 17 SHS 1,018 2,491
PROLOGIS - 26 SHS 3,148 3,466
SHERWIN WILLIAMS CO - 93 SHS 16,777 29,007
SIMON PROPERTY - 17 SHS 2,712 2,425
SYSCO CORP - 29 SHS 1,609 2,121
TERMO FISHER SCIENTIFIC - 54 SHS 27,547 28,663
TEXAS INSTRUMENTS - 8 SHS 1,146 1,364
TJX COS - 48 SHS 3,120 4,503
UNITEDHEALTH GROUP - 7 SHS 3,360 3,685
UNITEDHEALTH GROUP - 47 SHS 16,256 24,744
VALERO ENERGY - 21 SHS 1,730 2,730
VERISON COMMUNICATIONS INC - 72 SHS 3,598 2,714
VISA INC - 101 SHS 17,598 26,295
WAL-MART STORES INC 18 SHS 1,304 2,838
ALLSTATE - 32 SHS 3,651 4,479
AMERICAN TOWER - 7 SHS 1,392 1,511
CME GROUP INC - 13 SHS 2,490 2,738
HONEYWELL INTL - 12 SHS 2,229 2,517
UNITED PARCEL SERVICE - 18 SHS 2,905 2,830
MCDONALD CORP - 91 SHS 19,341 26,982
RELIANCE STEEL & ALUMINUM COMPANY - 92 SHS 25,188 25,731
T-MOBILE - 171 SHS 25,271 27,416
WAL-MART STORES INC - 161 SHS 25,242 25,382

TY 2023 InvestmentsOtherSchedule2
Name:
PETER J BLOSSER SCHOLARSHIP TRUST
EIN:
31-0629687
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ALLPRING INDEX ASSET ALLOCATION CL C - 270.317 SHS AT COST 8,772 10,218
BLACKROCK GLOBAL ALLOC INVESTOR CL C - 3,810.235 SHS AT COST 72,781 60,354
PGIM HIGH YIELD CL C - 18,541.426 SHS AT COST 100,873 87,701
PIMCO INCOME CL A - 13,016.911 SHS AT COST 153,453 138,240
PIMCO PREFERRED & CAP SERVICES CL C - 5,119.162 SHS AT COST 54,923 44,844
MANAGED TORTOISE NORTH AMERICAN PIPELINE AT COST 25,248 25,758

TY 2023 LegalFeesSchedule
Name:
PETER J BLOSSER SCHOLARSHIP TRUST
EIN:
31-0629687
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 25 0   25


TY 2023 OtherAssetsSchedule
Name:
PETER J BLOSSER SCHOLARSHIP TRUST
EIN:
31-0629687
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
STUDENT LOAN RECEIVABLE 638,251 592,413 592,413


TY 2023 OtherExpensesSchedule
Name:
PETER J BLOSSER SCHOLARSHIP TRUST
EIN:
31-0629687
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE 1,503 0   1,503
OFFICE EXPENSE 805 0   805
STATE FILING FEE 200 0   200
TELEPHONE & COMMUNICATIONS 5,363 0   5,363
P O BOX RENTAL 332 0   332
BANK CHARGES 60 0   60
INVESTMENT MANAGEMENT FEES 12,388 12,388   0
ADVERTISING 1,104 0   1,104
POSTAGE 809 0   809
COURT COST 47 0   47
PURCHASED INTEREST 1,655 1,655   0
CASH SHORT 842 842   0


TY 2023 OtherIncomeSchedule2
Name:
PETER J BLOSSER SCHOLARSHIP TRUST
EIN:
31-0629687
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
STUDENT LOAN INTEREST 14,532 14,532 14,532


TY 2023 TaxesSchedule
Name:
PETER J BLOSSER SCHOLARSHIP TRUST
EIN:
31-0629687
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 2,351 118   2,233