SMALLWOOD SCHOLARSHIP FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SMALLWOOD SCHOLARSHIP FOUNDATION (EIN 82-0504275)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-15
- IRS object ID
- 202511359349103231
- Schema version
- 2024v5.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T11:31:57-00:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 820303234 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENDAL EGBERT ACCOUNTING | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 812 MAIN AVE N | AddressLine1Txt |
| City | TWIN FALLS | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 820504275 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMALLWOOD SCHOLARSHIP FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SMAL | BusinessNameControlTxt |
| Phone | 2087336063 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 812 MAIN AVE N | AddressLine1Txt |
| City | TWIN FALLS | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENDAL F EGBERT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2087336063 | PhoneNum |
| Signature | 2025-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KENDAL F EGBERT | PreparerPersonNm |
| PTIN | P00546251 | PTIN |
| Phone | 2087336063 | PhoneNum |
| Preparation | 2025-05-15 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $421,350 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $1,637 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,637 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $28,993 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,993 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $30,630 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $30,630 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $600 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $600 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $600 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $250 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $250 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $250 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $250 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $850 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $850 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $850 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $850 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $20,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $20,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $20,850 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $850 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $850 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $20,850 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,780 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $29,780 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $59,631 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $70,911 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $70,911 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $311,816 | CorporateStockBOYAmt |
| Corporate Stock EOY | $311,816 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $350,439 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $371,447 | TotalAssetsBOYAmt |
| Total Assets EOY | $382,727 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $421,350 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $20,822 | GrantsPayableBOYAmt |
| Grants Payable EOY | $29,822 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $20,822 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $29,822 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $311,816 | CapitalStockBOYAmt |
| Capital Stock EOY | $311,816 | CapitalStockEOYAmt |
| Retained Earning BOY | $38,809 | RetainedEarningBOYAmt |
| Retained Earning EOY | $41,089 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $350,625 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $352,905 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $371,447 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $382,727 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $350,625 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,780 | ExcessRevenueOverExpensesAmt |
| Subtotal | $360,405 | SubtotalAmt |
| Other Decreases | $7,500 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $352,905 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $414 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $414 | SubtotalAmt |
| Tax Based On Investment Income | $414 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $414 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | ID | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | NONE | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENDAL F EGBERT LPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2087336063 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 812 MAIN AVE N | AddressLine1Txt |
| City | TWIN FALLS | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| CARL SNOW | ||||||
| 812 MAIN AVE N | TWIN FALLS | ID | 83301 | TRUSTEE | 000.00 | $0 |
| COLLEGE OF SOUTHERN IDAHO SCHOLARSHIP FOUNDATION | ||||||
| 812 MAIN AVE N | TWIN FALLS | ID | 83301 | TRUSTEE | 000.00 | $0 |
| KENDAL F EGBERT | ||||||
| 812 MAIN AVE N | TWIN FALLS | ID | 83301 | TRUSTEE | 000.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SCHOLARSHIPS PAID TO COLLEGES AND UNIVERSITIES TO BE DISTRIBUTED TO STUDENTS FOR THEIR TUITION AND BOOKS. SCHOLARSHIPS GRANTED TO QUALFYING STUDENTS | Description1Txt |
| Expenses1 | $20,000 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $333,263 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $65,271 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $398,534 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $398,534 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,978 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $392,556 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $19,628 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $19,628 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $414 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $414 | TotalTaxAmt |
| Distributable Before Adj | $19,214 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $19,214 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $19,214 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $20,850 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $20,850 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $19,214 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $8,123 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $12,961 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,960 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $25,044 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $20,850 | QualifyingDistributionsAmt |
| Applied To Current Year | $19,214 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,636 | RemainingDistriFromCorpusAmt |
| Total Corpus | $26,680 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $26,680 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $8,123 | ExcessFromYear4Amt |
| Excess From Year2 | $12,961 | ExcessFromYear2Amt |
| Excess From Year1 | $3,960 | ExcessFromYear1Amt |
| Excess From Current Year | $1,636 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KENDAL F EGBERT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 812 MAIN AVE N | AddressLine1Txt |
| City | TWIN FALLS | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2087336063 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATION AVAILABLE AT ABOVE ADDRESS AND TWIN FALLS COUNTY SCHOOLS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | 1 JANUARY THROUGH 1 APRIL EACH YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | RESIDENTS OF TWIN FALLS COUNTY - FOR USE ONLY TUITION, BOOKS AND SUPPLY | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| EASTERN OREGON UNIVERSITY | |||||||
| ONE UNIVERSITY BLVD | LA GRANDE | OR | 97850 | NONE | PC | SCHOLARSHIP | $5,000 |
| IDAHO STATE UNIVERSITY | |||||||
| 921 S 8TH AVE | POCATELLO | ID | 83209 | NONE | PC | SCHOLARSHIP | $5,000 |
| GRAND CANYON UNIVERSITY | |||||||
| 3300 W CAMELBACK ROAD | PHOENIX | AZ | 85017 | NONE | PC | SCHOLARSHIP | $5,000 |
| NW NAZARINE UNIVERSITY | |||||||
| 623 S UNIVERSITY BLVD | NAMPA | ID | 83686 | NONE | PC | SCHOLARSHIP | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $20,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| GRAND CANYON UNIVERSITY | |||||||
| 3300 W CAMELBACK ROAD | PHOENIZ | AZ | 85017 | NONE | PC | SCHOLARSHIP | $2,500 |
| COLLEGE OF SOUTHERN IDAHO | |||||||
| 315 FALLS AVEN E | TWIN FALLS | ID | 83301 | NONE | PC | SCHOLARSHIP | $10,000 |
| NW NAZARINE UNIVERSITY | |||||||
| 623 S UNIVERSITY BLVD | NAMPA | ID | 83686 | NONE | PC | SCHOLARSHIP | $5,000 |
| IDAHO STATE UNIVERSITY | |||||||
| 921 S 8TH AVE | POCATELLO | ID | 83209 | NONE | PC | SCHOLARSHIP | $2,500 |
| BOISE STATE UNIVERSITY | |||||||
| 1910 W UNIVERSITY DR | BOISE | ID | 83725 | NONE | PC | SCHOLARSHIP | $5,000 |
| BRIGHAM YOUNG UNIVERSITY-IDAHO | |||||||
| 101 E VIKING ST | REXBURG | ID | 83460 | NONE | PC | SCHOLARSHIP | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $27,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 110000 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,637 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 110000 | BusinessCd |
| Unrelated Business Taxbl Incm | $28,993 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $30,630 | UnrelatedBusinessTaxblIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $30,630 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | ALL INCOME IS FROM INVESTMENTS WHICH WAS DONATED AS CORPUS OF THE FOUNDATION. EARNINGS |
| 4 | FROM THE CORPUS AND INTEREST ON THE ACCUMULATION REQUIRED, PROVIDE FUNDS TO PAY |
| 4 | SCHOLARSHIPS FOR COLLEGE STUDENTS. THIS IS THE STATED PURPOSE OF THE FOUNDATION. |
| 3 | SEE ABOVE |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $600 | Amt |
| Net Investment Income | $600 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $600 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $600 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NOT REQUIRED | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY UTILITIES | $100,040 | $132,954 |
| FIDELITY PURITAN | $46,080 | $60,525 |
| FIDELITY EQUITY INCOME | $100,370 | $103,890 |
| ALLSPRINGS CLASSIC VALUE-A | $65,326 | $53,070 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SCHOLARSHIP PAYABLE ADJUSTMENT | Desc |
| Amt | $7,500 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAX | CategoryTxt |
| Amt | $250 | Amt |
| Net Investment Income | $250 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $250 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |