BALTIMORE EDUCATIONAL SCHOLARSHIP TRUST INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BALTIMORE EDUCATIONAL SCHOLARSHIP TRUST INC (EIN 52-1072250)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-09
- IRS object ID
- 202311299349301726
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-09T10:50:12-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 202153727 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SB & COMPANY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10200 GRAND CENTRAL AVE SUITE 250 | AddressLine1Txt |
| City | OWINGS MILLS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521072250 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BALTIMORE EDUCATIONAL SCHOLARSHIP TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BALT | BusinessNameControlTxt |
| Phone | 4107522225 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 808 NORTH CHARLES STREET | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JESSICA SURIANO | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4107522225 | PhoneNum |
| Signature | 2023-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JESSICA | PersonFirstNm |
| Person Last | SURIANO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TIANA WYNN | PreparerPersonNm |
| PTIN | P00997288 | PTIN |
| Phone | 4105840060 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JESSICA SURIANO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 808 NORTH CHARLES STREET | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,103,293 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BESTTRUST.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1987 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | THE BALTIMORE EDUCATIONAL SCHOLARSHIP TRUST, IN PARTNERSHIP WITH OUR EIGHTEEN INDEPENDENT MEMBER SCHOOLS, RECRUITS AND SUPPORTS THROUGH THE ADMISSIONS PROCESS ACADEMICALLY AMBITIOUS, AFRICAN AMERICAN STUDENTS WITH FINANCIAL NEED FROM THE BALTIMORE AREA. ONCE STUDENTS ARE ENROLLED, B.E.S.T. POSITIONS THEM FOR SUCCESS THROUGH ACADEMIC PREPARATION, CHARACTER AND LEADERSHIP DEVELOPMENT AND SUPPORT PROGRAMS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 47 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 47 | VotingMembersIndependentCnt |
| Total Employee | 17 | TotalEmployeeCnt |
| Total Volunteers | 47 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $894,326 | PYContributionsGrantsAmt |
| CY Contributions Grants | $815,791 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $441,418 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $444,381 | CYProgramServiceRevenueAmt |
| PY Investment Income | $278,099 | PYInvestmentIncomeAmt |
| CY Investment Income | $407,290 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,613,843 | PYTotalRevenueAmt |
| CY Total Revenue | $1,667,462 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $569,964 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $585,742 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $679,213 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $667,679 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $96,832 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $278,424 | PYOtherExpensesAmt |
| CY Other Expenses | $283,263 | CYOtherExpensesAmt |
| PY Total Expenses | $1,527,601 | PYTotalExpensesAmt |
| CY Total Expenses | $1,536,684 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $86,242 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $130,778 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $13,666,046 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,146,241 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $366,010 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $347,892 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $13,300,036 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $11,798,349 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE BALTIMORE EDUCATIONAL SCHOLARSHIP TRUST, IN PARTNERSHIP WITH OUR EIGHTEEN INDEPENDENT MEMBER SCHOOLS, RECRUITS AND SUPPORTS THROUGH THE ADMISSIONS PROCESS ACADEMICALLY AMBITIOUS, AFRICAN AMERICAN STUDENTS WITH FINANCIAL NEED FROM THE BALTIMORE AREA. ONCE STUDENTS ARE ENROLLED, B.E.S.T. POSITIONS THEM FOR SUCCESS THROUGH ACADEMIC PREPARATION, CHARACTER AND LEADERSHIP DEVELOPMENT AND SUPPORT PROGRAMS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,254,099 | ExpenseAmt |
| Grant | $585,742 | GrantAmt |
| Revenue | $444,381 | RevenueAmt |
| Desc | THE THREE GREATEST ACCOMPLISHMENTS OF THE BALTIMORE EDUCATIONAL SCHOLARSHIP TRUST INCLUDE OUR ADMISSIONS SUPPORT, OUR STUDENT / PARENT PROGRAMS AND OUR FACILITATION OF PRIVATE AND PUBLIC PARTNERSHIPS. IN ADMISSIONS, WE PROVIDE INDIVIDUALIZED ADMISSIONS AND FINANCIAL AID COUNSELING TO APPLICANTS AND THEIR PARENTS. OUR STUDENT AND PARENT PROGRAMS INCLUDE ACADEMIC ENRICHMENT, LEADERSHIP DEVELOPMENT, PARENT NETWORKING AND COLLEGE-BOUND SUPPORT. IN ADDITION, B.E.S.T. BUILDS PARTNERSHIPS AND FACILITATES COLLABORATIONS BETWEEN PRIVATE AND PUBLIC EDUCATIONAL LEADERS THROUGHOUT BALTIMORE. THE TOTALITY OF OUR PROGRAMMATIC WORK SUPPORTS APPLICANT STUDENTS AND PARENTS, ENROLLED STUDENTS AND PARENTS AND THE EDUCATIONAL COMMUNITY IN BALTIMORE. | Desc |
| Total Program Service Expenses | $1,254,099 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 11 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 17 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | 0 | Form8899Filedind |
| Form1098 C Filed | 0 | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 47 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 47 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JILL WOOD | PersonNm |
| Phone | 4107522225 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 808 NORTH CHARLES STREET | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21201 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (50 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| YOUNG KARLO G | ||||||
| BOARD PRESIDENT | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| COLLINS TIFFANI S | ||||||
| BOARD VICE PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SCHMICK JOHN E | ||||||
| BOARD SECOND VICE PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BERRIER CHRISTOPHER A | ||||||
| BOARD SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| WATSON CRAIG S | ||||||
| BOARD TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ALEXANDER TERI | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BISGAARD DENNIS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BLATTI CAROLINE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRUNE JEAN W | ||||||
| EMERITUS | 1.00 | Yes (X) | $0 | $0 | $0 | |
| COOPER MARINA | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DIXON W BOULTON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| FARACE DAVID J | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| FORD MICHAEL C | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| FORD TRACEY H | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HARVEY III F BARTON | ||||||
| EMERITUS | 0.00 | Yes (X) | $0 | $0 | $0 | |
| HATHAWAY MOLLY M | ||||||
| EMERITUS | 0.00 | Yes (X) | $0 | $0 | $0 | |
| HOLMGREN ANDREW B | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HUGHES CHRISTOPHER A | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HUNTER DAVID B | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HURLEY CHEO D | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| HUTCHINS DIANE | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JACKS III GRANT | ||||||
| EMERITUS | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KERMAN NIKKI J | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LAGARDE DOUGLAS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LORBER TIMOTHY J | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MALFA ERENI | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NESPOLE MATTHEW | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| OWEN LEE S | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PARADIS DANIEL J | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PERFIELD DAVID G | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PERRY JOSHUA R | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| POST CHRISTOPHER J | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| REID JR VERNON A | ||||||
| EMERITUS | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RODGERS THEO C | ||||||
| EMERITUS | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SADLER SUSAN T | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SHIFRIN BEN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SIMMS STUART O | ||||||
| EMERITUS | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SMITH ANNA L | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SMYTH HENRY PA | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SNYDER LAWRENCE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STALEY ANNE | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEVENS RANDY S | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SWEENEY MARTHA H | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TIMKEN JOHN H | ||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| TUCK ASHLEE S | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WHITEHEAD PAT | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| YERMAN WILLIAM L | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JESSICA SURIANO | ||||||
| EXECUTVIE DIRECTOR | 40.00 | Yes (X) | $135,539 | $0 | $8,329 | |
| CRYSTAL ALSTON | ||||||
| DIRECTOR OF ADVANCEMENT | 40.00 | Yes (X) | $102,214 | $0 | $12,260 | |
| JILL WOOD | ||||||
| DIRECTOR OF FINANCE AND OPERATIONS | 40.00 | Yes (X) | $83,077 | $0 | $14,812 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $320,830 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $35,401 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $815,791 | AllOtherContributionsAmt |
| Total Contributions | $815,791 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SCHOOL MEMBERSHIP FEES | 900099 | $436,000 | $436,000 |
| APPLICATION FEES AND O | 900099 | $8,381 | $8,381 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $444,381 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $407,940 | TotalRevenueColumnAmt |
| Exclusion | $407,940 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $435,181 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $435,831 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$650 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$650 | TotalRevenueColumnAmt |
| Exclusion | -$650 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,667,462 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $444,381 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $407,290 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $578,181 | TotalAmt |
| Program Services | $578,181 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,561 | TotalAmt |
| Program Services | $7,561 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $450,655 | TotalAmt |
| Program Services | $315,459 | ProgramServicesAmt |
| Management And General | $96,726 | ManagementAndGeneralAmt |
| Fundraising | $38,470 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,183 | TotalAmt |
| Program Services | $76,122 | ProgramServicesAmt |
| Management And General | $23,924 | ManagementAndGeneralAmt |
| Fundraising | $11,137 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,834 | TotalAmt |
| Program Services | $5,484 | ProgramServicesAmt |
| Management And General | $1,645 | ManagementAndGeneralAmt |
| Fundraising | $705 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,895 | TotalAmt |
| Program Services | $37,027 | ProgramServicesAmt |
| Management And General | $11,108 | ManagementAndGeneralAmt |
| Fundraising | $4,760 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,112 | TotalAmt |
| Program Services | $31,578 | ProgramServicesAmt |
| Management And General | $9,474 | ManagementAndGeneralAmt |
| Fundraising | $4,060 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $376 | TotalAmt |
| Management And General | $376 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,829 | TotalAmt |
| Program Services | $38,380 | ProgramServicesAmt |
| Management And General | $11,514 | ManagementAndGeneralAmt |
| Fundraising | $4,935 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,744 | TotalAmt |
| Program Services | $18,676 | ProgramServicesAmt |
| Management And General | $5,543 | ManagementAndGeneralAmt |
| Fundraising | $7,525 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,371 | TotalAmt |
| Program Services | $41,560 | ProgramServicesAmt |
| Management And General | $12,468 | ManagementAndGeneralAmt |
| Fundraising | $5,343 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,612 | TotalAmt |
| Program Services | $292 | ProgramServicesAmt |
| Management And General | $2,320 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123 | TotalAmt |
| Program Services | $123 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,975 | TotalAmt |
| Management And General | $4,975 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,650 | TotalAmt |
| Program Services | $10,957 | ProgramServicesAmt |
| Management And General | $3,287 | ManagementAndGeneralAmt |
| Fundraising | $1,406 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| STUDENT PROGRAMS/EVENTS | $79,923 | $79,923 | ||
| CULTIVATION AND STEWARD | $14,568 | $14,568 | ||
| BUSINESS EXPENSES | $10,496 | $7,610 | $978 | $1,908 |
| OTHER EXPESNES | $5,836 | $3,549 | $2,287 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,760 | TotalAmt |
| Program Services | $1,617 | ProgramServicesAmt |
| Management And General | $485 | ManagementAndGeneralAmt |
| Fundraising | $658 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,536,684 | TotalAmt |
| Program Services | $1,254,099 | ProgramServicesAmt |
| Management And General | $185,753 | ManagementAndGeneralAmt |
| Fundraising | $96,832 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $243,283 | BOYAmt |
| EOY | $239,462 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,727 | BOYAmt |
| EOY | $130,489 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,527 | BOYAmt |
| EOY | $8,560 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $161,526 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $146,383 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,500 | BOYAmt |
| EOY | $15,143 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,320,009 | BOYAmt |
| EOY | $11,752,587 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,666,046 | BOYAmt |
| EOY | $12,146,241 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,010 | BOYAmt |
| EOY | $12,260 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $329,000 | BOYAmt |
| EOY | $335,632 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $366,010 | BOYAmt |
| EOY | $347,892 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,081,470 | BOYAmt |
| EOY | $1,313,054 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,218,566 | BOYAmt |
| EOY | $10,485,295 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,300,036 | BOYAmt |
| EOY | $11,798,349 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,666,046 | BOYAmt |
| EOY | $12,146,241 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $130,778 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,632,089 | NetUnrlzdGainsLossesInvstAmt |
| Investment Expense | -$376 | InvestmentExpenseAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $766,168 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $805,155 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $860,580 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $777,151 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $815,791 | CurrentTaxYearAmt |
| Total | $4,024,845 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $766,168 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $805,155 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $860,580 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $777,151 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $815,791 | CurrentTaxYearAmt |
| Total | $4,024,845 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $418,607 | SubstantialContributorsTotAmt |
| Public Support Total170 | $3,606,238 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $192,353 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $221,342 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $214,704 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $278,004 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $407,940 | CurrentTaxYearAmt |
| Total | $1,314,343 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $5,339,188 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,269,312 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.67540 | PublicSupportCY170Pct |
| Public Support PY170 | 0.69390 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,854,340 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$1,095,985 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $435,181 | GrantsOrScholarshipsAmt |
| End Year Balance | $9,323,174 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,969,329 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,320,175 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $435,164 | GrantsOrScholarshipsAmt |
| End Year Balance | $10,854,340 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,241,505 | BeginningYearBalanceAmt |
| Contributions | $25,000 | ContributionsAmt |
| Investment Earnings Or Losses | $137,864 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $435,040 | GrantsOrScholarshipsAmt |
| End Year Balance | $8,969,329 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,900,812 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $487,110 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $437,944 | GrantsOrScholarshipsAmt |
| Other Expenditures | $708,473 | OtherExpendituresAmt |
| End Year Balance | $9,241,505 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,611,825 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $719,353 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $430,336 | GrantsOrScholarshipsAmt |
| End Year Balance | $9,900,812 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.58880 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.41120 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $161,526 | OtherCostOrOtherBasisAmt |
| Depreciation | $146,383 | DepreciationAmt |
| Book Value | $15,143 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $15,143 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| MONEY MARKET FUNDS | $3,078,384 | F |
| DOMESTIC US STOCKS/FUNDS | $4,979,553 | F |
| INTERNATIONAL (NON U.S.) STOCKS/FUNDS | $765,134 | F |
| FIXED INCOME | $2,929,516 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $11,752,587 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $34,997 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,632,089 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$1,632,089 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,667,086 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $376 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $376 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,667,462 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,536,684 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,536,684 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,536,684 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, THE INTERNAL REVENUE SERVICE HAS DETERMINED THE ORGANIZATION IS NOT A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE CODE. THE ORGANIZATION FOLLOWS THE PROVISION OF ACCOUNTING OF UNCERTAINTY IN INCOME TAX UNDER THE INCOME TAXES TOPICS OF THE CODIFICATION. THE CODIFICATION REQUIRES THE EVALUATION OF TAX POSITIONS, WHICH INCLUDE MAINTAINING ITS TAX-EXEMPT STATUS AND THE TAXABILITY OF ANY UNRELATED BUSINESS INCOME, AND DOES NOT ALLOW RECOGNITION OF TAX POSITIONS WHICH DO NOT MEET A "MORE-LIKELY-THAN-NOT" THRESHOLD OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. MANAGEMENT DOES NOT BELIEVE IT HAS TAKEN ANY TAX POSITIONS THAT WOULD NOT MEET THIS THRESHOLD. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (18 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| BRYN MAWR SCHOOL | ||||||||
| 109 W MELROSE AVE | BALTIMORE | MD | 21210 | 520591604 | 501(C)(3) | $43,067 | $0 | SHDF, GAP FUNDING GRANTS, PANITZ AWARD SY21 AND SY22 , STUART O. SIMMS' PRES FUND GRANT, FA GIFT |
| CALVERT SCHOOL | ||||||||
| 105 TUSCANY RD | BALTIMORE | MD | 21210 | 520591463 | 501(C)(3) | $28,136 | $0 | SHDF,GAP FUNDING GRANTS, FA GIFT |
| FRIENDS SCHOOL OF BALTIMORE | ||||||||
| 5114 NORTH CHARLES ST | BALTIMORE | MD | 21210 | 520976194 | 501(C)(3) | $51,189 | $0 | SHDF, PANITZ AWARD, EMERGENCY FUND GRANTS, CHICK LORD SCHOLAR, FA GIFT |
| GARRISON FOREST SCHOOL | ||||||||
| 300 GARRISON FOREST RD | OWINGS MILLS | MD | 21117 | 520258140 | 501(C)(3) | $37,776 | $0 | SHDF, GAP FUNDING GRANTS, CHICK LORD SCHOLAR, FA GIFT |
| GILMAN SCHOOL | ||||||||
| 5407 ROLAND AVE | BALTIMORE | MD | 21210 | 520591631 | 501(C)(3) | $34,410 | $0 | SHDF, GAP FUNDING GRANTS, EMERGENCY FUND GRANT, CHICK LORD SCHOLAR, FA GIFT |
| JEMICY SCHOOL | ||||||||
| 11 CELADON RD | OWINGS MILLS | MD | 21117 | 520735085 | 501(C)(3) | $30,986 | $0 | SHDF, STUART O. SIMMS' PRES FUND GRANT, CHICK LORD SCHOLAR, FA GIFT |
| KEY SCHOOL | ||||||||
| 543 HILLSMERE DR | ANNAPOLIS | MD | 21403 | 520591625 | 501(C)(3) | $20,632 | $0 | SHDF, FA GIFT |
| MARYVALE PREPARATORY SCHOOL | ||||||||
| 11300 FALLS RD | LUTHERVILLE | MD | 21093 | 520591516 | 501(C)(3) | $27,035 | $0 | SHDF, GAP FUNDING GRANTS, STUART O. SIMMS' PRES FUND GRANT, CHICK LORD SCHOLAR, FA GIFT |
| MCDONOGH SCHOOL | ||||||||
| PO BOX 380 | OWINGS MILLS | MD | 21117 | 520709497 | 501(C)(3) | $43,793 | $0 | SHDF, GAP FUNDING GRANTS, CHICK SCHOLAR, FA GIFT |
| OLDFIELDS SCHOOL | ||||||||
| 1500 GLENCOE RD | GLENCOE | MD | 21152 | 526001577 | 501(C)(3) | $17,676 | $0 | SHDF, FA GIFT |
| PARK SCHOOL OF BALTIMORE | ||||||||
| 2425 OLD COURT RD | BALTIMORE | MD | 21208 | 520591602 | 501(C)(3) | $33,220 | $0 | SHDF, GAP FUNDING GRANTS, FA GIFT |
| ROLAND PARK COUNTRY SCHOOL | ||||||||
| 5204 ROLAND AVE | BALTIMORE | MD | 21210 | 520591510 | 501(C)(3) | $31,708 | $0 | SHDF, GAP FUNDING GRANTS, CHICK LORD SCHOLAR, FA GIFT |
| SEVERN SCHOOL | ||||||||
| 201 WATER STREET | SEVERNA PARK | MD | 21146 | 520591466 | 501(C)(3) | $22,994 | $0 | SHDF, GAP FUNDING GRANT, FA GIFT |
| ST PAUL'S SCHOOLS | ||||||||
| 11152 FALLS RD | BROOKLANDVILLE | MD | 21022 | 521160935 | 501(C)(3) | $54,937 | $0 | SHDF, GAP FUNDING GRANTS, PANITZ AWARD, STUART O. SIMMS' PRES FUND GRANT, FA GIFT |
| CORPORATION OF ST TIMOTHY'S SCHOOL | ||||||||
| 8400 GREENSPRING AVE | STEVENSON | MD | 21153 | 520591645 | 501(C)(3) | $16,440 | $0 | FA GIFT |
| THE BOYS' LATIN SCHOOL OF MARYLAND | ||||||||
| 822 W LAKE AVE | BALTIMORE | MD | 21210 | 520701774 | 501(C)(3) | $40,280 | $0 | SHDF, GAP FUNDING GRANTS, EMERGENCY FUND GRANT, FA GIFT |
| WALDORF SCHOOL OF BALTIMORE | ||||||||
| 4801 TAMARIND RD | BALTIMORE | MD | 21209 | 237305478 | 501(C)(3) | $18,912 | $0 | SHDF, FA GIFT |
| THE ODYSSEY SCHOOL | ||||||||
| 3257 BRIDLE RIDGE LANE | TIMONIUM | MD | 21093 | 521870341 | 501(C)(3) | $18,358 | $0 | SHDF, GAP FUNDING GRANT, FA GIFT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 18 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|
| STUART O. SIMMS PRESIDENT FUND GRANT | 2 | $4,466 | STUART O. SIMMS PRESIDENT FUND GRANT |
| ANTHONY DEERING CULTURAL ENHANCEMENT FUND GRANT | 8 | $3,065 | ANTHONY DEERING CULTURAL ENHANCEMENT FUND GRANT |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | WHEN B.E.S.T. PROVIDES GRANTS FOR ANNUAL FUND GIFTS AND SCHOOL HEAD'S DISCRETIONARY FUND WE SEND PAYMENTS AND A LETTER TO EACH OF THE SCHOOLS, STATING THE INTENDED USE OF THE GRANT. WHEN B.E.S.T. PROVIDES GRANTS FOR EMERGENCY FUNDING, CHICK LORD SCHOLARS, GAP FUNDING, AND THE STUART O. SIMMS PRESIDENT'S FUND, WE SEND PAYMENT AND AN EMAIL TO EACH OF THE SCHOOLS, STATING THE INTENDED USE OF THE GRANT(S). ANNUAL FUND GIFTS ARE PROVIDED TO OUR MEMBER SCHOOLS TO SUPPORT STUDENT FINANCIAL AID. THE ANNUAL FUND GIFT LETTERS STATE THE AMOUNT OF THE GRANT AWARDED TO EACH SCHOOL AS A DIRECTED GIFT TO THE SCHOOL'S FINANCIAL AID BUDGET. THE PURPOSE OF THE SCHOOL HEAD'S DISCRETIONARY FUND (SHDF) AT THE BALTIMORE EDUCATIONAL SCHOLARSHIP TRUST IS TO PROVIDE SCHOOL HEADS AUXILIARY FUNDING TO SUPPORT B.E.S.T. STUDENTS ON THEIR CAMPUSES. THE SUPPORT CAN INCLUDE NECESSARY SERVICES AS WELL AS EXPERIENTIAL LEARNING OPPORTUNITIES AT THE DISCRETION OF THE SCHOOL HEAD. EACH YEAR THE SCHOOL MUST SUBMIT A DETAILED REPORT TO B.E.S.T. ON HOW THE FUNDS WERE USED. THE REQUESTS FOR EMERGENCY FUNDING COME FROM THE SCHOOL. THE FUND PROVIDES TUITION SUPPORT AND ALLOWS STUDENTS TO REMAIN ENROLLED AT THEIR SCHOOL. CHICK LORD SCHOLAR GIFTS ARE PROVIDED TO THE SPECIFIC MEMBER SCHOOL WITH A CHICK LORD SCHOLAR. B.E.S.T. PAYS 75% OF THE PARENT PORTION OF TUITION FOR THE CHICK LORD SCHOLAR. THERE WERE SEVEN CHICK LORD SCHOLARS FOR FISCAL YEAR 2022. THE CHICK LORD SCHOLARS ATTENDED FRIENDS SCHOOL OF BALTIMORE, MCDONOGH SCHOOL, GILMAN SCHOOL, GARRISON FOREST SCHOOL, JEMICY SCHOOL, MARYVALE, AND ROLAND PARK COUNTRY SCHOOL. GAP FUNDS ARE A ONE-TIME GRANT TO MEMBER SCHOOLS. THESE GRANTS HELP A NEW B.E.S.T. APPLICANT TO ENROLL AT THEIR NEW MEMBER SCHOOL. B.E.S.T. PAYS A PORTION OF THE TUITION TO SUPPORT THE STUDENT DURING THEIR INITIAL ENROLLMENT YEAR, AND THE SCHOOL MAKES A COMMITMENT TO COVER THE DIFFERENCE MOVING FORWARD. IN ADDITION, GAP FUNDING GRANTS ARE DIRECTED TO OUR MEMBER SCHOOLS TO PROVIDE A PORTION OF THE ENROLLMENT DEPOSIT FOR NEWLY ENROLLING B.E.S.T. STUDENTS. THE STUART O. SIMMS PRESIDENT'S FUND PROVIDES SPECIAL FUNDING FOR THOSE EXPENSES THAT THE HEAD'S DISCRETIONARY FUND AND EMERGENCY FUND CANNOT COVER DUE TO RESTRICTIONS OR LIMITS TO THOSE FUNDING STREAMS. THE STUART O. SIMMS PRESIDENT'S FUND IS AVAILABLE FOR SPECIAL CIRCUMSTANCES THAT THE B.E.S.T. STUDENT MAY ENCOUNTER DURING THEIR TENURE AT THEIR MEMBER SCHOOL. EXAMPLES OF THOSE EXPENSES INCLUDE BUT ARE NOT LIMITED TO SIGNIFICANT TRANSPORTATION COSTS; THE OPPORTUNITY TO TAKE PART IN AN INTERNATIONAL OR NATIONAL PROGRAM; AND PSYCHOEDUCATIONAL TESTING. THE ANTHONY DEERING CULTURAL ENHANCEMENT FUND ENABLES YOUNG PEOPLE IN THE B.E.S.T. PROGRAM TO HAVE ENRICHING CULTURAL EXPERIENCES INCLUDING SCHOOL-YEAR AND SUMMER OPPORTUNITIES AT CULTURAL INSTITUTIONS. THE STANLEY I. PANITZ LEADERSHIP AWARD IS PRESENTED ANNUALLY TO 2 STUDENTS SELECTED FROM THE ENTIRE POOL OF B.E.S.T. JUNIORS ATTENDING OUR MEMBER SCHOOLS. STUDENTS ARE NOMINATED TO RECEIVE THE STANLEY I. PANITZ LEADERSHIP AWARD BY THEIR HEAD OF SCHOOL DURING THE SECOND SEMESTER OF THEIR JUNIOR YEAR. THE RECIPIENTS OF THE AWARD ARE ONE B.E.S.T. YOUNG WOMAN AND ONE B.E.S.T. YOUNG MAN, IN RECOGNITION OF THEIR ACADEMIC ACHIEVEMENT AND DEMONSTRATED LEADERSHIP IN BOTH THEIR SCHOOL AND THE BROADER BALTIMORE COMMUNITY. THE AWARD IS A $1,000 DIRECTED GIFT FROM THE STANLEY I. PANITZ LEADERSHIP FUND OF B.E.S.T. TO EACH RECIPIENT'S INDEPENDENT SCHOOL TO BE APPLIED TO THE FAMILY CONTRIBUTION OF THEIR STUDENT'S SENIOR YEAR TUITION. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF THE FORM 990 IS DISTRIBUTED TO THE AD-HOC AUDIT COMMITTEE OF THE BOARD SO THEY MAY REVIEW, EDIT, AND APPROVE THE DOCUMENT. ONCE THE DRAFT IS REVIEWED, EDITED, AND APPROVED, THE FORM 990 IS DISTRIBUTED TO THE FINANCE COMMITTEE. ONCE THE FINANCE COMMITTEE APPROVES THE DOCUMENT, THE FORM 990 IS CONSIDERED COMPLETE AND THE EXECUTIVE DIRECTOR SIGNS THE FINAL VERSION. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL TRUSTEES ARE REQUIRED EACH YEAR TO SIGN THE CONFLICT OF INTEREST POLICY. THE SIGNED FORMS ARE STORED IN THE PRIVATE, SECURE FINANCE FOLDER ON THE SERVER. IF A CONFLICT EXISTS WITH A TRUSTEE, THE BOARD PRESIDENT, IN CONJUNCTION WITH THE EXECUTIVE COMMITTEE, WOULD REVIEW. IF A CONFLICT EXISTS WITH THE BOARD PRESIDENT, THE EXECUTIVE COMMITTEE WOULD REVIEW. ALL EMPLOYEES SIGN THE CONFLICT OF INTEREST POLICY EVERY YEAR AND THEIR FORMS FORMS ARE STORED IN THE PRIVATE, SECURE FINANCE FOLDER ON THE SERVER. IF A CONFLICT EXISTS WITH AN EMPLOYEE, THE EXECUTIVE DIRECTOR WOULD REVIEW WITH THE BOARD PRESIDENT. IF A CONFLICT OF INTEREST EXISTS WITH THE EXECUTIVE DIRECTOR, THE BOARD CHAIR IN CONJUNCTION WITH THE EXECUTIVE COMMITTEE WOULD REVIEW. |
| FORM 990, PART VI, SECTION B, LINE 15 | RESEARCH OF SALARIES FOR SIMILAR POSITIONS AND SIMILAR ORGANIZATIONS IS REVIEWED AND COMPARED EVERY FEW YEARS. THE BOARD PRESIDENT AND EXECUTIVE COMMITTEE REVIEWED THE SALARY OF THE EXECUTIVE DIRECTOR. THE EXECUTIVE DIRECTOR REVIEWED THE SALARY FOR THE ADMISSIONS ASSOCIATE, THE DIRECTOR OF ENROLLMENT MANAGEMENT, THE DIRECTOR OF FINANCE AND OPERATIONS, THE DIRECTOR OF ADVANCEMENT, THE DIRECTOR OF PROGRAMS AND ALUMNI RELATIONS, AND THE DEVELOPMENT AND ADMISSIONS AND PROGRAM ASSOCIATE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| PART XII, LINE 2C | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |