EDWARDSVILLE COMMUNITY FOUNDATION: Form 990, tax year 2024
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- Organization
- EDWARDSVILLE COMMUNITY FOUNDATION (EIN 36-7146151)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-09-15
- IRS object ID
- 202522589349301672
- 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 | 2025-09-15T16:09:18-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 271197162 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANKLIN & VAUGHN LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 ROTTINGHAM CT STE A | AddressLine1Txt |
| City | EDWARDSVILLE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 367146151 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARDSVILLE COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ELIZABETH HEIL | InCareOfNm |
| Business Name Control | EDWA | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 102 | AddressLine1Txt |
| City | EDWARDSVILLE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62025 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH HEIL | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8554643223 | PhoneNum |
| Signature | 2025-08-20 | 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 | MARK E VAUGHN | PreparerPersonNm |
| PTIN | P00028134 | PTIN |
| Phone | 6183070315 | PhoneNum |
| Preparation | 2025-09-15 | PreparationDt |
| 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) |
|---|---|---|
| Principal Officer | ELIZABETH HEIL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 102 | AddressLine1Txt |
| City | EDWARDSVILLE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,105,761 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1997 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE SCHOLARSHIPS, DONATIONS TO OTHER CHARITIES, AND PROJECTS TO ENHANCE THE COMMUNITY | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $308,151 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,692,709 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $24,124 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $55,028 | CYProgramServiceRevenueAmt |
| PY Investment Income | $382,151 | PYInvestmentIncomeAmt |
| CY Investment Income | $274,357 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $714,426 | PYTotalRevenueAmt |
| CY Total Revenue | $3,022,094 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $727,127 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $435,629 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $41,905 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $45,677 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $104,861 | PYOtherExpensesAmt |
| CY Other Expenses | $121,937 | CYOtherExpensesAmt |
| PY Total Expenses | $873,893 | PYTotalExpensesAmt |
| CY Total Expenses | $603,243 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$159,467 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,418,851 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,329,650 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,963,196 | TotalAssetsEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,329,650 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,963,196 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE SCHOLARSHIPS, DONATIONS TO OTHER CHARITIES, AND PROJECTS TO ENHANCE THE COMMUNITY | MissionDesc |
| Expense | $507,908 | ExpenseAmt |
| Grant | $293,029 | GrantAmt |
| Desc | TO PROVIDE SCHOLARSHIPS, DONATIONS TO OTHER CHARITIES, AND PROJECTS TO ENHANCE THE COMMUNITY. | Desc |
| Total Program Service Expenses | $507,908 | 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 | Yes (true) | 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 | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | 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 | Yes (true) | 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 | Yes (true) | 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 | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 2 | 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 |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| 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 | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | 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 | Yes (true) | 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 | IL | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BUSEY BANK | PersonNm |
| Phone | 6186560057 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 W VANDALIA | AddressLine1Txt |
| City | EDWARDSVILLE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 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 |
|---|---|---|---|---|---|---|---|---|
| ELIZABETH HEIL | ||||||||
| TREASURER | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CARYN MEFFORD | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| STEVEN DAWSON | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KRISTEN PFUND | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RICH WALKER | ||||||||
| CHAIR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREA MIRACLE | ||||||||
| SECRETARY | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KAREN SCHOENTHAL | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KRISTOPHER LAKIN | ||||||||
| VICE CHAIR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| NEKISHA OMOTOLA | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN PAUL | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PAM FARRAR | ||||||||
| EXECUTIVE DIRECTOR | 20.00 | 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 |
| All Other Contributions | $2,692,709 | AllOtherContributionsAmt |
| Total Contributions | $2,692,709 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| OTHER | 541900 | $4,844 | $4,844 |
| ADMIN FEES | 541900 | $50,184 | $50,184 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $55,028 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $184,332 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $184,332 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,173,692 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,083,667 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $90,025 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $90,025 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $90,025 | 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 | $3,022,094 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $329,385 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $293,029 | TotalAmt |
| Program Services | $293,029 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,600 | TotalAmt |
| Program Services | $142,600 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,400 | TotalAmt |
| Management And General | $40,400 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,280 | TotalAmt |
| Management And General | $1,280 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,997 | TotalAmt |
| Management And General | $3,997 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,220 | TotalAmt |
| Management And General | $14,220 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,592 | TotalAmt |
| Management And General | $15,592 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $958 | TotalAmt |
| Management And General | $958 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| TRUST FEES | $74,004 | $72,279 | $1,725 |
| ADMINISTRATIVE | $13,830 | $13,830 | |
| PRINTING | $3,333 | $3,333 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $603,243 | TotalAmt |
| Program Services | $507,908 | ProgramServicesAmt |
| Management And General | $95,335 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,076 | BOYAmt |
| EOY | $199,142 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,299,574 | BOYAmt |
| EOY | $5,764,054 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,329,650 | BOYAmt |
| EOY | $5,963,196 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | 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 | $266,272 | BOYAmt |
| EOY | $275,577 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,063,378 | BOYAmt |
| EOY | $5,687,619 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,329,650 | BOYAmt |
| EOY | $5,963,196 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,329,650 | BOYAmt |
| EOY | $5,963,196 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,418,851 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $214,695 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $282,674 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $921,095 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,340,712 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $333,151 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,205,472 | CurrentTaxYearAmt |
| Total | $7,083,104 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $282,674 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $921,095 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,340,712 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $333,151 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,205,472 | CurrentTaxYearAmt |
| Total | $7,083,104 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $7,083,104 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $210,250 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $103,909 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $71,773 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $92,159 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $184,332 | CurrentTaxYearAmt |
| Total | $662,423 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $210,250 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $103,909 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $71,773 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $92,159 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $184,332 | CurrentTaxYearAmt |
| Total | $662,423 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $492,924 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,025,004 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,412,485 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $425,310 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,389,804 | CurrentTaxYearAmt |
| Total | $7,745,527 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.91450 | PublicSupportCY509Pct |
| Public Support PY509 | 0.88900 | PublicSupportPY509Pct |
| Investment Income CY | 0.09000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.11000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 15 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 53 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $137,767 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $3,267,704 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $142,950 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $972,876 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $706,163 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $5,179,333 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $86,419 | BeginningYearBalanceAmt |
| Contributions | $3,268,760 | ContributionsAmt |
| Investment Earnings Or Losses | $222,843 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $21,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $3,278 | OtherExpendituresAmt |
| Administrative Expenses | $25,324 | AdministrativeExpensesAmt |
| End Year Balance | $3,528,420 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $73,654 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $15,578 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,405 | OtherExpendituresAmt |
| Administrative Expenses | $1,408 | AdministrativeExpensesAmt |
| End Year Balance | $86,419 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $95,597 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$18,330 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,009 | OtherExpendituresAmt |
| Administrative Expenses | $1,604 | AdministrativeExpensesAmt |
| End Year Balance | $73,654 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $78,429 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $19,485 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $883 | OtherExpendituresAmt |
| Administrative Expenses | $1,434 | AdministrativeExpensesAmt |
| End Year Balance | $95,597 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $67,545 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $11,284 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $400 | AdministrativeExpensesAmt |
| End Year Balance | $78,429 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Total Rev Etc Audited Fincl Stmt | $3,236,789 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $214,695 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $214,695 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,022,094 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $3,022,094 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,633,546 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $2,633,546 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $2,633,546 | TotalExpensesPerForm990Amt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIST ATTACHED | BusinessNameLine1Txt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Valuation Method Used | FAIR VALUE | ValuationMethodUsedDesc |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990 governing body review Part VI line 11 | THE 990 WAS REVIEWED BY THE FOUNDATION TREASURER PRIOR TO FILING. |
| Conflict of interest policy compliance Part VI line 12c | TRUSTEES SIGN AN ANNUAL STATEMENT VERIFYING THAT THEY ARE INDEPENDENT OF THOSE BENEFITED BY THE FOUNDATION. |
| Governing documents etc available to public Part VI line 19 | THE FOUNDATIONS FORM 990 IS AVAILABLE FOR REVIEW UPON REQUEST. |