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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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$2,056,337J 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 12,061 12,061  
4 Dividends and interest from securities... 47,220 47,220  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 20,223
b Gross sales price for all assets on line 6a 253,957
7 Capital gain net income (from Part IV, line 2)... 20,223
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
16,472 16,472  
12 Total. Add lines 1 through 11........ 98,476 95,976  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 13,500 675   12,825
14 Other employee salaries and wages...... 21,836 1,092   20,744
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
125 0   125
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,910 2,910   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
4,047 88   1,670
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 6,000 300   5,700
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
24,680 14,041   10,592
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 73,098 19,106   51,656
25 Contributions, gifts, grants paid....... 69,250 69,250
26 Total expenses and disbursements. Add lines 24 and 25 142,348 19,106   120,906
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -43,872
b Net investment income (if negative, enter -0-) 76,870
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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......... 59,479 154,381 154,381
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)....... 481,888 Click to see attachment
List of Attached Documents:
// Content
482,632 		729,712
c Investments—corporate bonds (attach schedule)....... 324,145 Click to see attachment
List of Attached Documents:
// Content
316,215 		324,405
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).......... 416,050 Click to see attachment
List of Attached Documents:
// Content
350,516 		322,098
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
592,413 		Click to see attachment
List of Attached Documents:
// Content
525,641 		Click to see attachment
List of Attached Documents:
// Content
525,641
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,874,075 1,829,485 2,056,337
Liabilities 17 Accounts payable and accrued expenses.......... 2,186 1,468
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 1,468
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........... 1,871,889 1,828,017
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)..... 1,871,889 1,828,017
30 Total liabilities and net assets/fund balances (see instructions). 1,874,075 1,829,485
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
1,871,889
2
Enter amount from Part I, line 27a .....................
2
-43,872
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,828,017
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
1,828,017
Form 990-PF (2024)
Form 990-PF (2024)
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 RECAP JANNEY MONTGOMERY SCOTT 1099-B P    
b RECAP JANNEY MONTGOMERY SCOTT 1099-B P    
c RECAP JANNEY MONTGOMERY SCOTT 1099-B P    
d RECAP JANNEY MONTGOMERY SCOTT 1099-B P    
e RECAP JANNEY MONTGOMERY SCOTT 1099-B P    
RECAP JANNEY MONTGOMERY SCOTT 1099-B P    
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 37,181   37,670 -489
b 51,406   51,438 -32
c 69,726   44,691 25,035
d 17,253   15,995 1,258
e 3,570   3,352 218
74,743   80,588 -5,845
78     78
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       -489
b       -32
c       25,035
d       1,258
e       218
      -5,845
      78
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 20,223
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 1,068
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 1,068
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 1,068
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 2,000
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 2,000
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 2
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 930
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow930 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 arrowCATHY SPARKS 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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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 		0 0 0
102 EASTLOOK DRIVE
CHILLICOTHE,OH45601
DONALD C GATCHELL TRUSTEE
2.50 		0 0 0
1251 BETTY LN
CHILLICOTHE,OH45601
TIM NUSBAUM TRUSTEE
2.50 		0 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 (2024)
Form 990-PF (2024)
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. 69,250
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 15 LOANS TO QUALIFYING APPLICANTS TO AID IN FURTHERING THEIR EDUCATION. 19,188
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow19,188
Form 990-PF (2024)
Form 990-PF (2024)
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
1,437,370
b
Average of monthly cash balances.......................
1b
84,660
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,522,030
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
1,522,030
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
22,830
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,499,200
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
74,960
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
74,960
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
1,068
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,068
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
73,892
4
Recoveries of amounts treated as qualifying distributions................
4
85,913
5
Add lines 3 and 4............................
5
159,805
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
159,805
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
120,906
b
Program-related investments—total from Part VIII-B..................
1b
19,188
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
140,094
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 159,805
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 20,286
b From 2020...... 39,517
c From 2021...... 22,456
d From 2022...... 6,256
e From 2023...... 7,461
f Total of lines 3a through e ........ 95,976
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 140,094
a Applied to 2023, 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 2024 distributable amount..... 140,094
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 19,711 19,711
(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 76,265
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		575
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		75,690
10 Analysis of line 9:
a Excess from 2020.... 39,517
b Excess from 2021.... 22,456
c Excess from 2022.... 6,256
d Excess from 2023.... 7,461
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
CATHY SPARKS PETER J BLOSSER SCHOLA
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 (2024)
Form 990-PF (2024)
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

MATTHEW DEHOYOS

543 VERNON DR
CHILLICOTHE,OH45601 		NONE N/A EDUCATIONAL SCHOLARSHIP 750

BROOKELYN STOTRIDGE

7 SHAWNEE DR
CHILLICOTHE,OH45601 		NONE N/A EDUCATIONAL SCHOLARSHIP 750

COLTEN CASEBOLT

142 MEADOW DR
CHILLICOTHE,OH45601 		NONE N/A EDUCATIONAL SCHOLARSHIP 750

ADDISON LALIER

3284 MT TABOR RD
CHILLICOTHE,OH45601 		NONE N/A EDUCATIONAL SCHOLARSHIP 750

PARKER GEORGE

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

NICOLAS CUNNINGHAM

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

VITORIA HAY

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

NATHAN THROCKMORTON

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

MEREDITH ROBINSON

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

TARA BUSHATZ

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

MCKENZIE ANDERSON

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

SHELBIE MCGRAW

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

MADELINE NEUKIRCHNER

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

KATELYN MCCORD

55 WOODLAND AVE
CHILLICOTHE,OH45601 		NONE N/A EDUCATIONAL SCHOLARSHIP 1,000

LINCOLM GRUBB

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

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

ANNA BETTS

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

KYNSINGTON POPP

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

KATIE ROOP

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

JAY CLINE

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

HENRY ZITZELBERGER

753 WILEY RD
CHILLICOTHE,OH45601 		NONE N/A EDUCATIONAL SCHOLARSHIP 1,500

MOLLY PROCHASKA

1640 OAK LN
KINGSTON,OH45644 		NONE N/A EDUCATIONAL SCHOLARSHIP 1,500

LAYNIE ROLL

2605 HALLSVILLE PIKE
KINGSTON,OH45644 		NONE NN EDUCATIONAL SCHOLARSHIP 1,500

SARAH MCGRAW

2990 GRAVES RD
CHILLICOTHE,OH45601 		NONE N/A EDUCATIONAL SCHOLARSHIP 1,500

EMMA STARK

25 LARRY COX DR
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

SAMANTHA WALTER

686 SHERMAN RD
CHILLICOTHE,OH45601 		NONE N/A EDUCATIONAL SCHOLARSHIP 1,500

TAYSIN MCELWEE

2182 POTTS HILL RD
BAINBRIDGE,OH45612 		NONE N/A EDUCATIONAL SCHOLARSHIP 1,500

CAYDEN EVANS

1118 MINGO 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

BREANN MINNEY

1152 WINDY RDIGE RD
CHILLICOTHE,OH45612 		NONE N/A EDUCATIONAL SCHOLARSHIP 1,500

LEAH MCKELVEY

3079 US HWY 23
CHILLICOTHE,OH45601 		NONE N/A EDUCATIONAL SCHOLARSHIP 1,500

CALEB HINES

13 ZANDER
CHILLICOTHE,OH45601 		NONE N/A EDUCATIONAL SCHOLARSHIP 1,500

PAYTON PERSINGER

2138 BIERS RUN RD
CHILLICOTHE,OH45601 		NONE N/A EDUCATIONAL SCHOLARSHIP 1,500

NORAH MYERS

343 GREENLEE RD
FRANKFORT,OH45628 		NONE N/A EDUCATIONAL SCHOLARSHIP 1,500

KIERA WILLIAMS

4305 BUSHMILL RD
FRANKFORT,OH45628 		NONE N/A EDUCATIONAL SCHOLARSHIP 1,500

BRINLEE PRESTON

8426 EGYPT PIKE
CHILLICOTHE,OH45601 		NONE N/A EDUCATIONAL SCHOLARSHIP 1,500

MACKENNA HEATH

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

ASHTON BEVERLY

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

SYDNEE ROBINSON

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

KATHERINE COCHRAN-HILL

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

SHYAN DOWNING

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

MORGAN ARENAS

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

ROWEN LLOYD

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

JJ LARUE

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

RANDY DANIELS III

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

KAYLA PENN

9486 ST RT 753 S
GREENFIELD,OH45123 		NONE N/A EDUCATIONAL SCHOLARSHIP 1,500

MAKHIA TYLER

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

TABITHA THOMPSON

7486 STATE RR 41 N
BAINBRIDGE,OH45612 		NONE N/A EDUCATIONAL SCHOLARSHIP 2,250
Total .................................right arrow 3a 69,250
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 12,061  
4 Dividends and interest from securities ....     14 47,220  
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 .....         16,472
8 Gain or (loss) from sales of assets other than
inventory ............ 		    14 78 20,145
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 59,359 36,617
13Total. Add line 12, columns (b), (d), and (e)..................
13
95,976
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
PETER J BLOSSER SCHOLARSHIP TRUST
EIN:
31-0629687
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 2,910 2,910   0

TY 2024 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 2024 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 - 329 6,696 6,679
AGNC INVESTMENT CORP - 525 SHS 11,523 12,936
ALLSTATE CORP SUB DEBENTURE- 414 SHS 10,572 10,507
AMERICAN NATL GROUP INC REPSTG 9,648 10,760
ANNALY CAPITAL MGMT INIC FXD RT RESET JR SUB - 620 SHS 16,271 16,596
APOLLO GLOBAL MGMT INC FXD RE RESET JR SUB - 203 SHS 5,321 5,377
ASSOCIATED BANC CORP SUB NOTE - 287 SHS 6,127 7,092
AT&T INC GLBL NOTE 5.35% - 176 SHS 4,244 4,296
ATHENE HOLDING TLD DEP SHS REP - 496 SHS 11,461 12,083
AXIS CAPITAL HOLDINGS LTD DEP SHS REPSTG - 791 SHS 16,484 16,216
BRIGHTHOUSE FINL INC REPSTG - 311 SHS 6,853 6,889
CAPITAL ONE FNL CORP DEP SHS REPSTG - 161 SHS 3,152 3,062
CITIGROUP CAPITAL XIII - 639 18,525 19,151
CITIZENS FINL GROUP INC DEP SHS REPSTG - 181 SHS 4,547 4,706
CMS ENERGY CORP JR SUB NOTE - 317 SHS 7,462 7,332
FIFTH THIRD BANCORP PERPTL PFD SER I - 459 SHS 11,502 11,622
FLAGSTAR FINANCIAL FXD/FAR PERPTL PFD 6.375 - 157 SHS 3,658 3,321
FORD MOTOR COMPANY PFD 6% - 596 SHS 13,365 13,642
JPMORGAN CHASE & CO - 276 SHS 6,609 6,947
KEYCORP NEW DEP SHS - 217 SHS 4,368 5,293
KIMCO REALTY CORP CUML REDEEM PFD 5.25% - 166 SHS 3,712 3,498
LINCOLN NATIONAL CORP CYNK OFD SER D - 143 SHS 3,834 3,917
M&T BANK CORP PERPETL NON CUML PFD SER H - 474 SHS 11,364 11,542
MORGAN STANLEY CUML SER Q PFD - 216 SHS 5,823 5,726
MORGAN STANLEY FD SER P PERPETUAL - 365 SHS 9,427 9,388
NATIONAL RURAL UTILITIES COO FIN CORP SUB DEFER INT NOTE 5.5% - 481 SHS 11,284 10,933
NAVIENT CORP SR NOTE 6% - 754 SHS 13,715 13,391
NEXTERA ENERGY CAPITAL HOLDINIGS JR SUB DEB SER N - 183 SHS 4,407 4,246
QUEST CORP 6.5% DUE 91/1/56 NOTE - 29 SHS 293 508
REGIONS FINANCIAL CORP PERPTL PFD F - 253 SHS 6,536 6,639
REINSURANCE GROUP AMERICA SUB DEB 5.75% - 353 SHS 8,929 8,680
SEMPRA JR SUB NOTE 2079 - 693 SHS 16,575 15,731
SOUTHERN COMPANY SER 2020C JR SUB NOTE - 304 SHS 5,869 5,749
SYNOVUS FINANCIAL CORP SER E PFD - 181 SHS 4,277 4,697
TRUIST FINANCIAL CORP SER O PFD 5.25% - 358 SHS 7,848 7,543
UNITED STATES CELLULAR CORP SR NOTE 5.5% - 512 SHS 8,596 11,459
UNUM GROUP JR SUB NOTE 6.25% - 332 SHS 7,765 7,842
US BANCORP PFD SER B VAR PERPTL - 279 SHS 5,575 6,152
VALLEY NATIONAL BANCORP SER B PFD 5.5% - 90 SHS 1,998 2,257

TY 2024 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 - 16 SHS 1,348 1,810
ABBVIE, INC - 20 SHS 1,833 3,554
ADP INC 1,996 2,342
AIR PRODUCTS & CHEMICALS - 11 SHS 2,382 3,190
ALLSTATE CORP - 17 SHS 1,937 3,277
ALPHABET INC - 184 SHS 17,347 35,041
AMERICAN TOWER - 7 SHS 2,001 1,284
AMERICAN WATER - 192 SHS 29,207 23,902
ANALOG DEVICES, INC - 8 SHS 937 1,700
APPLE - 15 SHS 834 3,756
APPLE INC - 133 SHS 7,300 33,306
BANK OF AMERICA - 88 SHS 2,583 3,868
BECTON DICKINSON & CO - 9 SHS 2,182 2,042
BEST BUY COMPANY INC 2,014 1,973
BLACKROCK - 4 SHS 1,731 4,100
BRISTOL MYERS SQUIBB CO - 41 SHS 2,014 2,319
BROADCOM INC - 24 SHS 834 5,796
CATERPILLAR - 8 SHS 918 2,902
CHEVRON CORP - 15 SHS 992 2,173
CHEVRON CORP - 176 SHS6 18,250 25,491
CISCO SYSTEMS INC - 39 SHS 1,096 2,309
CITIGROUP, INC. 4,096 4,153
CME GROUP INC - 12 SHS 2,341 2,787
COCA-COLA COMPANY - 30 SHS 1,443 1,868
COMCAST - 52 SHS 2,361 1,952
DEERE & CO - 66 SHS 24,570 27,964
DUKE ENERGY CORP NEW 29 SHS 1,266 3,124
DUPONT DE NEMOURS INC - 37 SHS 1,834 2,821
EATON CORP PLC 11 SHS 575 3,651
EMERSON ELECTRIC CO - 32 SHS 2,081 3,966
EXPAND ENERGY CORP 2,097 3,086
EXXON MOBILE - 25 SHS 2,136 2,689
GOLDMAN SACHS - 7 SHS 2,336 4,008
HOME DEPOT INC - 6 SHS 1,155 2,334
HOME DEPOT INC - 82 SHS2 18,532 31,897
HONEYWELL INTL - 11 SHS 2,043 2,485
IBM CORP - 11 SHS 1,506 2,418
ILLINOIS TOOL WORKS - 105 SHS 16,148 26,624
JOHNSON & JOHNSON 16 SHS 884 2,169
JPMORGAN CHASE & CO - 17 SHS 1,093 4,075
JPMORGAN CHASE & CO 165 SHS 19,488 39,552
KINDER MORGAN INC - 130 SHS 2,149 3,562
MCDONALD CORP - 9 SHS 2,086 2,609
MCDONALD CORP - 91 SHS 19,341 26,380
MEDTRONIC - 34 SHS 3,597 2,716
METLIFE - 43 SHS 2,049 3,521
MICROSOFT CORP - 8 SHS 206 3,372
MICROSOFT CORP 68 SHS 9,364 28,662
MORGAN STANLEY - 24 SHS 2,063 3,017
NEXTERA ENERGY - 443 SHS 25,255 31,759
NEXTERA ENERGY - 45 SHS 2,523 3,226
PEPSICO INC - 15 SHS 975 2,281
PEPSICO INC 151 SHS 20,474 22,961
PFIZER - 70 SHS 3,363 1,857
PROCTER & GAMBLE CO - 15 SHS 898 2,515
PROLOGIS - 23 SHS 2,785 2,431
RELIANCE STEEL & ALUMINUM COMPANY - 92 SHS 25,188 24,772
SCHLUMBERGER LTD - 36 SHS 1,698 1,380
SHERWIN WILLIAMS CO - 93 SHS 16,777 31,613
SIMON PROPERTY - 15 SHS 2,385 2,583
SYSCO CORP - 26 SHS 1,463 1,988
TARGET - 27 SHS 3,667 3,650
TERMO FISHER SCIENTIFIC - 54 SHS 27,547 28,092
TEXAS INSTRUMENTS - 16 SHS 2,566 3,000
TJX COS - 28 SHS 1,816 3,383
T-MOBILE - 171 SHS 25,271 37,745
UNITED PARCEL SERVICE - 21 SHS 3,357 2,648
UNITEDHEALTH GROUP - 47 SHS 16,256 23,775
UNITEDHEALTH GROUP - 6 SHS 2,876 3,035
VERISON COMMUNICATIONS INC - 63 SHS 3,148 2,519
VISA INC - 101 SHS 17,598 31,920
WAL-MART STORES INC - 161 SHS 25,242 43,639
WAL-MART STORES INC 37 SHS 928 3,343

TY 2024 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
MANAGED TORTOISE NORTH AMERICAN PIPELINE AT COST 25,248 33,851
PGIM HIGH YIELD CL C - 18,541.426 SHS AT COST 106,570 93,970
PIMCO INCOME CL A - 13,016.911 SHS AT COST 161,713 145,144
PIMCO PREFERRED & CAP SERVICES CL C - 5,119.162 SHS AT COST 56,985 49,133

TY 2024 LegalFeesSchedule
Name:
PETER J BLOSSER SCHOLARSHIP TRUST
EIN:
31-0629687
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 125 0   125


TY 2024 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 592,413 525,641 525,641


TY 2024 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
ADVERTISING 861 0   861
BACKGROUND CHECK 61 3   58
BAD DEBT 47 0   0
BANK CHARGES 307 0   307
INSURANCE 1,503 0   1,503
INVESTMENT MANAGEMENT FEES 13,817 13,817   0
OFFICE EXPENSE 1,187 0   1,187
P O BOX RENTAL 342 0   342
SAFE DEPOSIT BOX 21 0   21
STATE FILING FEE 200 0   200
TELEPHONE & COMMUNICATIONS 1,870 0   1,870
WEBSITE 39 0   39
CONTRACT LABOR 4,425 221   4,204


TY 2024 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 15,458 15,458 15,458
OTHER INCOME 1,014 1,014 1,014


TY 2024 TaxesSchedule
Name:
PETER J BLOSSER SCHOLARSHIP TRUST
EIN:
31-0629687
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAXES 1,758 88   1,670
EXCISE TAX 2,289 0   0