SCHOLARSHIP FDN OF ST JOSEPH COUNTY INC: Form 990, tax year 2022
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- Organization
- SCHOLARSHIP FDN OF ST JOSEPH COUNTY INC (EIN 35-6042497)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2023-08-22
- IRS object ID
- 202312369349301036
- Schema version
- 2022v5.0
- 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 | 2023-08-22T12:31:45-04:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Christine A Lauber CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 215 W Madison St | AddressLine1Txt |
| City | South Bend | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 356042497 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Scholarship Foundation of St Joseph County | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCHO | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3515 N Main St | AddressLine1Txt |
| City | Mishawaka | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46545 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Paul Stevenson | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 5742869150 | PhoneNum |
| Signature | 2023-09-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Paul | PersonFirstNm |
| Person Last | Stevenson | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Christine A Lauber | PreparerPersonNm |
| PTIN | P01317175 | PTIN |
| Phone | 5742767241 | PhoneNum |
| Preparation | 2023-08-22 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| OOB Security Verification | 00 | OOBSecurityVerificationCd |
| Authentication Assurance Level | AAL2 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $489,651 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.scholarshipfoundation.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1961 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | College Scholarshiips & Mentoring | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Total Volunteers | 76 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $284,541 | PYContributionsGrantsAmt |
| CY Contributions Grants | $336,993 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,325 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $14,956 | CYProgramServiceRevenueAmt |
| PY Investment Income | $123,400 | PYInvestmentIncomeAmt |
| CY Investment Income | $137,702 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $413,266 | PYTotalRevenueAmt |
| CY Total Revenue | $489,651 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $295,800 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $59,411 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $57,618 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $82,626 | PYOtherExpensesAmt |
| CY Other Expenses | $401,587 | CYOtherExpensesAmt |
| PY Total Expenses | $437,837 | PYTotalExpensesAmt |
| CY Total Expenses | $459,205 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$24,571 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $30,446 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,700,076 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,513,796 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,419 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,614 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,697,657 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,511,182 | NetAssetsOrFundBalancesEOYAmt |
| Mission | College Scholarshiips & Mentoring | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $459,205 | ExpenseAmt |
| Desc | Scholarships awarded to college students for school | Desc |
| Total Program Service Expenses | $459,205 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | false | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Cindy Crawford | PersonNm |
| Phone | 5742590522 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3515 N Main St Ste C | AddressLine1Txt |
| City | Mishawaka | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46545 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Christine Lauber | ||||||||
| Treasurer | 0.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Jacqueline Rico | ||||||||
| President Elect | 0.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Bob Roundtree | ||||||||
| Assistant Treasurer | 0.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Paula Miller | ||||||||
| Assistant Secretary | 0.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Paul Stevenson | ||||||||
| President | 0.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Amy Patterson | ||||||||
| VP Programs | 0.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| John Yarger | ||||||||
| VP Communications | 0.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Cindy Crawford | ||||||||
| Administrator | 30.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Federated Campaigns | $250,328 | FederatedCampaignsAmt |
| Fundraising | $86,665 | FundraisingAmt |
| Total Contributions | $336,993 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | College Fair | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $14,956 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $14,956 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $14,956 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $137,702 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $137,702 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rpt Fundraising Event | $86,665 | ContriRptFundraisingEventAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $489,651 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $152,658 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,523 | TotalAmt |
| Program Services | $53,523 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,095 | TotalAmt |
| Program Services | $4,095 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,102 | TotalAmt |
| Program Services | $5,102 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,710 | TotalAmt |
| Program Services | $29,710 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,851 | TotalAmt |
| Program Services | $3,851 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,725 | TotalAmt |
| Program Services | $4,725 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $987 | TotalAmt |
| Program Services | $987 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,059 | TotalAmt |
| Program Services | $25,059 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,827 | TotalAmt |
| Program Services | $1,827 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| College Fair | $7,049 | $7,049 |
| Luncheon | $4,957 | $4,957 |
| Program expense | $299,754 | $299,754 |
| Fund raising expense | $18,566 | $18,566 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $459,205 | TotalAmt |
| Program Services | $459,205 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,102 | BOYAmt |
| EOY | $3,824 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,406 | BOYAmt |
| EOY | $2,406 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $11,530 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,530 | LandBldgEquipAccumDeprecAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,692,568 | BOYAmt |
| EOY | $8,507,566 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,700,076 | BOYAmt |
| EOY | $8,513,796 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,419 | BOYAmt |
| EOY | $2,614 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,419 | BOYAmt |
| EOY | $2,614 | 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 | $7,677,075 | BOYAmt |
| EOY | $8,502,350 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,582 | BOYAmt |
| EOY | $8,832 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,697,657 | BOYAmt |
| EOY | $8,511,182 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,700,076 | BOYAmt |
| EOY | $8,513,796 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $30,446 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $785,418 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$2,339 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | 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 | $263,026 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $310,032 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $184,053 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $284,541 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $250,327 | CurrentTaxYearAmt |
| Total | $1,291,979 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $263,026 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $310,032 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $184,053 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $284,541 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $250,327 | CurrentTaxYearAmt |
| Total | $1,291,979 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $235,819 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,056,160 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $108,694 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $122,019 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $113,170 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $123,401 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $137,702 | CurrentTaxYearAmt |
| Total | $604,986 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,896,965 | TotalSupportAmt |
| Public Support CY170 | 0.55680 | PublicSupportCY170Pct |
| Public Support PY170 | 0.58520 | 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 | $7,692,568 | BeginningYearBalanceAmt |
| Contributions | $250,328 | ContributionsAmt |
| Investment Earnings Or Losses | $923,119 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $296,750 | GrantsOrScholarshipsAmt |
| Other Expenditures | $102,172 | OtherExpendituresAmt |
| Administrative Expenses | $29,710 | AdministrativeExpensesAmt |
| End Year Balance | $8,437,383 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,980,481 | BeginningYearBalanceAmt |
| Contributions | $284,541 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,130,114 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $295,800 | GrantsOrScholarshipsAmt |
| Other Expenditures | $114,732 | OtherExpendituresAmt |
| Administrative Expenses | $31,808 | AdministrativeExpensesAmt |
| End Year Balance | $7,692,568 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,997,399 | BeginningYearBalanceAmt |
| Contributions | $184,053 | ContributionsAmt |
| Investment Earnings Or Losses | $2,210,486 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $279,500 | GrantsOrScholarshipsAmt |
| Other Expenditures | $101,852 | OtherExpendituresAmt |
| Administrative Expenses | $30,105 | AdministrativeExpensesAmt |
| End Year Balance | $8,980,481 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,773,049 | BeginningYearBalanceAmt |
| Contributions | $310,032 | ContributionsAmt |
| Investment Earnings Or Losses | $368,640 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $279,500 | GrantsOrScholarshipsAmt |
| Other Expenditures | $148,683 | OtherExpendituresAmt |
| Administrative Expenses | $26,139 | AdministrativeExpensesAmt |
| End Year Balance | $6,997,399 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,604,604 | BeginningYearBalanceAmt |
| Contributions | $263,026 | ContributionsAmt |
| Investment Earnings Or Losses | $345,021 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $273,050 | GrantsOrScholarshipsAmt |
| Other Expenditures | $141,083 | OtherExpendituresAmt |
| Administrative Expenses | $25,469 | AdministrativeExpensesAmt |
| End Year Balance | $6,773,049 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,530 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,530 | DepreciationAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Endowment | Desc |
| Book Value | $8,507,566 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $8,507,566 | TotalBookValueSecuritiesAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Anniversary | Event1Nm |
| Gross Receipts Event1 | $86,665 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $86,665 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $14,015 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $5,006 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $86,665 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $86,665 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $14,015 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $5,006 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $19,021 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $67,644 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990 governing body review Part VI line 11 | Tax return is reviewed by the president. |
| Conflict of interest policy compliance Part VI line 12c | Enforcement of conflicts policy form is reviewed and signed annually |
| Governing documents etc available to public Part VI line 19 | Governing documents disclosure explanation all are available upon request |