SCHOLARSHIP FDN OF ST JOSEPH COUNTY INC: Form 990, tax year 2024
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- Organization
- SCHOLARSHIP FDN OF ST JOSEPH COUNTY INC (EIN 35-6042497)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2025-08-28
- IRS object ID
- 202512409349300901
- Schema version
- 2024v5.2
- 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 | 2025-08-28T11:07:12-04:00 | ReturnTs |
| Tax Period End | 2025-06-30 | 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 Street | 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 | 2024-07-01 | 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) |
|---|---|---|
| In Care Of | % John Yarger | InCareOfNm |
| Business Name Control | SCHO | BusinessNameControlTxt |
| Phone | 5742590522 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3515 N Main St STE Ste C | AddressLine1Txt |
| City | Mishawaka | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46545 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN YARGER | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 5742869150 | PhoneNum |
| Signature | 2025-08-31 | 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 | CHRISTINE A LAUBER | PreparerPersonNm |
| PTIN | P01317175 | PTIN |
| Phone | 5742767241 | PhoneNum |
| Preparation | 2025-08-28 | 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 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $404,720 | 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 | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Total Volunteers | 74 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $194,062 | PYContributionsGrantsAmt |
| CY Contributions Grants | $211,612 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $8,584 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,357 | CYProgramServiceRevenueAmt |
| PY Investment Income | $166,324 | PYInvestmentIncomeAmt |
| CY Investment Income | $188,751 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $368,970 | PYTotalRevenueAmt |
| CY Total Revenue | $404,720 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $379,700 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $65,667 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $95,212 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $433,264 | PYOtherExpensesAmt |
| CY Other Expenses | $98,372 | CYOtherExpensesAmt |
| PY Total Expenses | $498,931 | PYTotalExpensesAmt |
| CY Total Expenses | $573,284 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$129,961 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$168,564 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,442,188 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,161,674 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,838 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,016 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $9,439,350 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $10,158,658 | NetAssetsOrFundBalancesEOYAmt |
| Mission | College Scholarshiips & Mentoring | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $573,284 | ExpenseAmt |
| Desc | Scholarships awarded to college students for school | Desc |
| Total Program Service Expenses | $573,284 | 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 | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | 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 | 1 | 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 | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | 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 | Yes (true) | 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 (9 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 |
|---|---|---|---|---|---|---|---|---|
| Amy Patterson | ||||||||
| VP Programs | 0.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| John Yarger | ||||||||
| President | 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 | |
| Christine A Lauber | ||||||||
| 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 | |
| Bob Roundtree | ||||||||
| Assistant Treasurer | 0.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Laura Hyde | ||||||||
| Secretary | 0.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Alex Bauer | ||||||||
| VP Mentoring | 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 | $139,207 | FederatedCampaignsAmt |
| All Other Contributions | $72,405 | AllOtherContributionsAmt |
| Total Contributions | $211,612 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | College Fair | Desc |
| Business | 611710 | BusinessCd |
| Total Revenue Column | $4,357 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,357 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,357 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $188,751 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $188,751 | RelatedOrExemptFuncIncomeAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $404,720 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $193,108 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $379,700 | TotalAmt |
| Program Services | $379,700 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,446 | TotalAmt |
| Program Services | $88,446 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,766 | TotalAmt |
| Program Services | $6,766 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,434 | TotalAmt |
| Program Services | $7,434 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,448 | TotalAmt |
| Program Services | $35,448 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,870 | TotalAmt |
| Program Services | $1,870 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,906 | TotalAmt |
| Program Services | $6,906 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,576 | TotalAmt |
| Program Services | $1,576 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,334 | TotalAmt |
| Program Services | $21,334 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,596 | TotalAmt |
| Program Services | $4,596 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| College Fair | $9,578 | $9,578 |
| Luncheon | $5,660 | $5,660 |
| Program expense | $3,970 | $3,970 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $573,284 | TotalAmt |
| Program Services | $573,284 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,129 | BOYAmt |
| EOY | $971 | 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 | $13,911 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $13,911 | LandBldgEquipAccumDeprecAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,437,653 | BOYAmt |
| EOY | $10,158,297 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,442,188 | BOYAmt |
| EOY | $10,161,674 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,838 | BOYAmt |
| EOY | $3,016 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,838 | BOYAmt |
| EOY | $3,016 | 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 | $9,439,350 | BOYAmt |
| EOY | $10,158,658 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,439,350 | BOYAmt |
| EOY | $10,158,658 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,442,188 | BOYAmt |
| EOY | $10,161,674 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$168,564 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $887,870 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $2 | 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 | $184,053 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $284,541 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $250,327 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $194,062 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $139,207 | CurrentTaxYearAmt |
| Total | $1,052,190 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $184,053 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $284,541 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $250,327 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $194,062 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $139,207 | CurrentTaxYearAmt |
| Total | $1,052,190 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $175,114 | SubstantialContributorsTotAmt |
| Public Support Total170 | $877,076 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $113,170 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $123,401 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $137,702 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $166,324 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $188,751 | CurrentTaxYearAmt |
| Total | $729,348 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,781,538 | TotalSupportAmt |
| Public Support CY170 | 0.49230 | PublicSupportCY170Pct |
| Public Support PY170 | 0.51820 | 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 | $9,437,653 | BeginningYearBalanceAmt |
| Contributions | $139,207 | ContributionsAmt |
| Investment Earnings Or Losses | $1,076,621 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $379,700 | GrantsOrScholarshipsAmt |
| Other Expenditures | $142,897 | OtherExpendituresAmt |
| Administrative Expenses | $35,448 | AdministrativeExpensesAmt |
| End Year Balance | $10,095,436 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,507,566 | BeginningYearBalanceAmt |
| Contributions | $194,062 | ContributionsAmt |
| Investment Earnings Or Losses | $1,224,454 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $335,850 | GrantsOrScholarshipsAmt |
| Other Expenditures | $109,705 | OtherExpendituresAmt |
| Administrative Expenses | $32,232 | AdministrativeExpensesAmt |
| End Year Balance | $9,448,295 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| 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 |
| 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 | $13,911 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,911 | DepreciationAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Endowment | Desc |
| Book Value | $10,158,297 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $10,158,297 | TotalBookValueSecuritiesAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Scholarships | GrantTypeTxt |
| Recipient | 143 | RecipientCnt |
| Cash Grant | $379,700 | CashGrantAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 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 |
| Explanation of other changes in net assets or fund balances Part XI line 9 | Rounding |