2023-08-22T11:58:44-05:00 2023-02-28 731185089 ARLEDGE & ASSOCIATES PC 309 N BRYANT AVENUE EDMOND OK 73034 990PF 2022-03-01 731593688 JOE & JEAN PALMER ENDOWMENT FUND JOE& 5802520629 2915 S 13TH STREET DUNCAN OK 735339086 BRIAN CHURCHMAN SECRETARY/TREASURER 5802520629 2023-08-22 1 BRIAN CHURCHMAN 999009999 1 JENNIFER LINDSTROM P02083973 4053480615 2023-08-22 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 243060 X 8000 3801 3801 1872 1872 1872 13673 5673 0 0 0 1766 0 1766 1000 1000 0 2766 1000 1766 13000 13000 15766 1000 14766 -2093 4673 3263 2727 2727 263396 240333 240333 266659 243060 243060 0 0 X 0 0 0 0 266659 243060 266659 243060 266659 243060 266659 -2093 0 264566 21506 243060 CAPITAL GAINS DIVIDENDS P 1872 1872 1872 1872 65 0 65 0 65 0 0 0 0 0 0 65 0 0 0 0 0 0 0 0 0 0 1 1 OK 1 0 0 0 0 1 WWW.NRWA.ORG NATIONAL RURAL WATER ASSOCIATION 5802520629 2915 S 13TH ST DUNCAN OK 73533 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MATTHEW HOLMES 2915 S 13TH ST DUNCAN OK 73533 PRESIDENT 0.10 0 0 0 BRIAN CHURCHMAN 2915 S 13TH ST DUNCAN OK 73533 SECRETARY/TREASURER 0.10 0 0 0 NONE 0 NONE 0 0 244150 8255 0 252405 0 0 252405 3786 248619 12431 12431 65 65 12366 0 12366 0 12366 14766 0 14766 12366 0 0 6187 1232 6181 13600 14766 0 0 0 12366 2400 0 0 16000 0 0 0 0 0 0 0 16000 6187 1232 6181 2400 NATIONAL RURAL WATER ASSOCIATION 2915 S 13TH STREET DUNCAN OK 735339086 5802520629 APPLICATIONS MUST BE TYPED, WITH ALL QUESTIONS ANSWERED. IF AN ANSWER IS NOT APPLICABLE, THE DESIGNATION "N/A" SHOULD BE USED. ONCE COMPLETED, THE APPLICATION SHOULD BE PRINTED, SIGNED, AND MAILED, ALONG WITH THE APPROPRIATE TRANSCRIPT(S), TWO REFERENCE LETTERS, AND A 5X7 PHOTOGRAPH, TO THE FOLLOWING ADDRESS: NATIONAL RURAL WATER ASSOCIATION, ATTENTION SCHOLARSHIP COMMITTEE, 2915 SOUTH 13TH STREET, DUNCAN, OK 73533. APPLICATIONS MUST BE POSTMARKED BY THE SECOND MONDAY IN JANUARY OF THE APPLICABLE YEAR. THE JOE AND JEAN PALMER SCHOLARSHIP IS ONLY AVAILABLE TO CHILDREN OR STEPCHILDREN OF NRWA OR STATE AFFILIATE EMPLOYEES. THE APPLICANT MUST BE 26 YEARS OLD OR YOUNGER ON SEPTEMBER 1ST OF THE SCHOOL YEAR IN WHICH THEY WISH TO RECEIVE AID. THE SCHOLARSHIP IS NOT TO EXCEED 8 SEMESTERS, AND PROOF OF FULL TIME ENROLLMENT, A LETTER OF GOOD STANDING FROM THE APPLICABLE COLLEGE OR UNIVERSITY, AND AN OFFICIAL TRANSCRIPT MUST BE PROVIDED AT THE END OF EACH SEMESTER. THE APPLICANT MUST ALSO MAINTAIN GPA OF 2.5 OR HIGHER IN ORDER TO RECEIVE OR RETAIN THE SCHOLARSHIP. ALEXANDRA MANOLOPOULOS 5965 NORTH WILLOWDALE LN GARDEN CITY ID 83714 I SCHOLARSHIP 2000 CAROLINE CHERRY 214 SHORES EDGE DR CHAPIN SC 29036 I SCHOLARSHIP 2000 JERICA GERMAN 455 SOUTH LINCOLN AVE CORTLAND NE 68331 I SCHOLARSHIP 2000 JORDAN FUCHS 4812 WAYNE RT V PIEDMONT MO 63957 I SCHOLARSHIP 2000 LAURA MALEHORN 62 CLIFFORD RD SELINSGROVE PA 17870 I SCHOLARSHIP 2000 MITCHELL HANSON 18 CRESTVIEW BAY FARIBAULT MN 55021 I SCHOLARSHIP 1000 MORGAN ROBERTS 2182 E SICILY ST MERDIAN ID 83642 I SCHOLARSHIP 2000 13000 ALEXANDRA MANOLOPOULOS 5965 NORTH WILLOWDALE LN GARDEN CITY ID 83714 I SCHOLARSHIP 4000 BENJAMIN MALEHORN 62 CLIFFORD RD SELINSGROVE PA 17870 I SCHOLARSHIP 12000 JERICA GERMAN 455 SOUTH LINCOLN AVE CORTLAND NE 68331 I SCHOLARSHIP 5000 JORDAN FUCHS 4812 WAYNE RT V PIEDMONT MO 63957 I SCHOLARSHIP 1000 LAURA MALEHORN 62 CLIFFORD RD SELINSGROVE PA 17870 I SCHOLARSHIP 6000 MITCHELL HANSON 18 CRESTVIEW BAY FARIBAULT MN 55021 I SCHOLARSHIP 3000 MORGAN ROBERTS 2182 E SICILY ST MERDIAN ID 83642 I SCHOLARSHIP 4000 SYDNEY ROBERTS 2182 E SICILY ST MERIDIAN ID 83642 I SCHOLARSHIP 12000 47000 14 3801 14 1872 0 5673 0 5673 4 INCREASES TO INVESTMENT BASE FOR THE ORGANIZATION'S EXEMPT BASIS. 0 0 0 0 0 0 0 0 0 1 NATIONAL RURAL WATER ASSOCIATION 501(C)(6) PARENT X X 1 NATIONAL RURAL WATER ASSOCIATION 2915 SOUTH 13TH STREET DUNCAN OK 73533 8000 X ACCOUNTING FEES 1766 0 1766 INVESTMENT IN CHARLES SCHWAB FMV 240333 240333 UNREALIZED LOSS ON INVESTMENTS 21506 BANK SERVICE CHARGE 1000 1000 0 WE REQUEST THAT A WAIVER OF PENALTIES IS GRANTED UNDER CFR 26 301.6724-1(C)(1) REASONABLE CAUSE FOR TAX YEAR ENDING FEBRUARY 28, 2023. THE TAXPAYER, JOE & JEAN PALMER ENDOWMENT FUND, ACTED IN A RESPONSIBLE MANNER UNDER CFR 26 301.6724-1(D) PRIOR TO THE FILING DEADLINE BY EXERCISING ORDINARY BUSINESS CARE AND PRUDENCE IN MAINTAINING A DILIGENT RECORD OF COMPLIANCE WITH ALL INTERNAL REVENUE LAWS AND PROCEDURES (301.6724-1(B)(2)). WE WOULD ALSO LIKE TO SHOW THAT THE TAXPAYER HAS A HISTORY OF TIMELY FILING THEIR TAX RETURNS BY PROVIDING THE FOLLOWING FILING INFORMATION FOR THE 3 YEARS PRIOR: TAX YEAR ENDED FEBRUARY 28, 2020: RETURN EXTENDED TO 1/15/2021 AND RETURN FILED 7/13/2020 TAX YEAR ENDED FEBRUARY 28, 2021: RETURN EXTENDED TO 1/15/2022 AND RETURN FILED 7/01/2021 TAX YEAR ENDED FEBRUARY 28, 2022: RETURN EXTENDED TO 1/15/2023 AND RETURN FILED 6/29/2022SUBSEQUENTLY, UPON DISCOVERY OF THE FAILURE, JULY 24, 2023, CORRECTIVE MEASURES WERE TAKEN AS PROMPTLY AS POSSIBLE AND JOE & JEAN PALMER ENDOWMENT FUND INTENDS TO CONTINUE TO COMPLY WITH THE LAW AT ALL TIMES.PRIOR TO THE FILING DEADLINE, THE TAXPAYER COMMUNICATED WITH THEIR AGENT, ARLEDGE & ASSOCIATES, THE NECESSARY INFORMATION TO PREPARE A TIMELY EXTENSION (CFR 26 301.6724-1(C)(5)(I)). DUE TO CIRCUMSTANCES BEYOND THE AGENT'S CONTROL, THE EXTENSION WAS PREPARED, BUT THE ELECTRONIC FILING WAS NOT RELEASED TO THE IRS. UPON DISCOVERY OF THE FAILURE, THE AGENT IMMEDIATELY COMMUNICATED WITH THE CLIENT IN ORDER TO PREPARE AND FILE THE TAX RETURN AS QUICKLY AS POSSIBLE. WE RESPECTFULLY REQUEST A WAIVER OF LATE FILING PENALTIES OF APPROXIMATELY 35 DAYS.