COLLEEN & ERIN MARLATT SCHOLARSHIP FUND INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- COLLEEN & ERIN MARLATT SCHOLARSHIP FUND INC (EIN 52-2358993)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201813199349318461
- Schema version
- 2017v2.3
- 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 | 2018-11-15T17:49:57-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521158459 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HERTZBACH & COMPANY PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 RED BROOK BLVD SUITE 300 | AddressLine1Txt |
| City | OWINGS MILLS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522358993 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COLLEEN AND ERIN MARLATT SCHOLARSHIP | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COLL | BusinessNameControlTxt |
| Phone | 4107964437 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 321 | AddressLine1Txt |
| City | CLARKSVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21029 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICIA MARLATT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4107674437 | PhoneNum |
| Signature | 2018-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NANCY J BUCKLEY | PreparerPersonNm |
| PTIN | P00766598 | PTIN |
| Phone | 4103633200 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 107.1.94.226 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-14 | IPDt |
| IP Tm | 23:33:34 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0857BD20EB78DC2EA39A26F133DA3EFEA1EEE4E9 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PATRICIA MARLATT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 321 | AddressLine1Txt |
| City | CLARKSVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21029 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $203,907 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.COLLEENANDERIN.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2001 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | THE COLLEEN AND ERIN MARLATT SCHOLARSHIP IS INTENDED TO RECOGNIZE THE SIGNIFICANT SACRIFICES MADE BY TEACHERS AND ADMINISRATORS WHO HAVE ACCEPTED GOD'S CALL TO MINISTRY TO CATHOLIC EDUCATION BY PROVIDING FINANCIAL SUPPORT IN THE FORM OF PARTIAL ACADEMIC SCHOLARSHIPS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $47,325 | PYContributionsGrantsAmt |
| CY Contributions Grants | $61,107 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $36,540 | PYInvestmentIncomeAmt |
| CY Investment Income | $26,622 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,069 | PYOtherRevenueAmt |
| CY Other Revenue | $4,983 | CYOtherRevenueAmt |
| PY Total Revenue | $87,934 | PYTotalRevenueAmt |
| CY Total Revenue | $92,712 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $30,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $25,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,672 | PYOtherExpensesAmt |
| CY Other Expenses | $14,317 | CYOtherExpensesAmt |
| PY Total Expenses | $38,672 | PYTotalExpensesAmt |
| CY Total Expenses | $39,317 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $49,262 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $53,395 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $659,541 | TotalAssetsBOYAmt |
| Total Assets EOY | $712,937 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $659,541 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $712,937 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE COLLEEN AND ERIN MARLATT SCHOLARSHIP IS INTENDED TO RECOGNIZE THE SIGNIFICANT SACRIFICES MADE BY TEACHERS AND ADMINISTRATORS WHO HAVE ACCEPTED GOD'S CALL TO MINISTRY TO CATHOLIC EDUCATION BY PROVIDING FINANCIAL SUPPORT IN THE FORM OF PARTIAL ACADEMIC SCHOLARSHIPS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $27,558 | ExpenseAmt |
| Grant | $25,000 | GrantAmt |
| Desc | PROVIDE SCHOLARSHIPS TO STUDENTS ATTENDING PRIVATE HIGH SCHOOL OR COLLEGE. | Desc |
| Total Program Service Expenses | $27,558 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Form8899 Filedind | 0 | Form8899Filedind |
| Form1098 C Filed | 0 | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
| Other | Yes (X) | OtherInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANCES MURRAY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4107964437 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 321 | AddressLine1Txt |
| City | CLARKSVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21029 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| REV MSGR JOSEPH L LUCA | ||||||
| DIRECTOR | 0.08 | Yes (X) | $0 | $0 | $0 | |
| MILDRED D TODD | ||||||
| DIRECTOR | 0.08 | Yes (X) | $0 | $0 | $0 | |
| EDWARD W HOBBS | ||||||
| DIRECTOR | 0.08 | Yes (X) | $0 | $0 | $0 | |
| OREN D SALTZMAN ESQ | ||||||
| DIRECTOR | 0.08 | Yes (X) | $0 | $0 | $0 | |
| THOMAS Q MARLATT | ||||||
| DIRECTOR | 0.80 | Yes (X) | $0 | $0 | $0 | |
| MARYANNE M FALUSTICH | ||||||
| DIRECTOR | 0.08 | Yes (X) | $0 | $0 | $0 | |
| LOUIS P RUZZI | ||||||
| DIRECTOR | 0.08 | Yes (X) | $0 | $0 | $0 | |
| MIJI KIM | ||||||
| DIRECTOR | 0.08 | Yes (X) | $0 | $0 | $0 | |
| HONORABLE STEVEN J DEBOY SR | ||||||
| DIRECTOR | 0.08 | Yes (X) | $0 | $0 | $0 | |
| DIANE CROGHAN | ||||||
| DIRECTOR | 0.08 | Yes (X) | $0 | $0 | $0 | |
| MAGGIE SCHORR | ||||||
| DIRECTOR | 1.20 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL P MARLATT | ||||||
| DIRECTOR | 1.20 | Yes (X) | $0 | $0 | $0 | |
| CHARLES J BIEBERICH | ||||||
| SECRETARY | 0.08 | $0 | $0 | $0 | Yes (X) | |
| FRANCES MURRAY | ||||||
| TREASURER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| PATRICIA A MARLATT | ||||||
| PRESIDENT | 1.60 | $0 | $0 | $0 | Yes (X) | |
| F PATRICK MARLATT | ||||||
| VICE PRESIDENT | 2.00 | $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 | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $16,022 | FundraisingAmt |
| All Other Contributions | $45,085 | AllOtherContributionsAmt |
| Total Contributions | $61,107 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $37,459 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $37,459 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $80,491 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $91,328 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$10,837 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$10,837 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$10,837 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $24,850 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $16,022 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $19,867 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,983 | TotalRevenueColumnAmt |
| Exclusion | $4,983 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $92,712 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $26,622 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,983 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,000 | TotalAmt |
| Program Services | $25,000 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,120 | TotalAmt |
| Management And General | $2,120 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,962 | TotalAmt |
| Management And General | $7,962 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,558 | TotalAmt |
| Program Services | $2,558 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,535 | TotalAmt |
| Management And General | $1,535 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAXES AND LICENSES | Desc |
| Total | $142 | TotalAmt |
| Management And General | $142 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,317 | TotalAmt |
| Program Services | $27,558 | ProgramServicesAmt |
| Management And General | $11,759 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,658 | BOYAmt |
| EOY | $61,312 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,345 | BOYAmt |
| EOY | $10,349 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $614,538 | BOYAmt |
| EOY | $641,276 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $659,541 | BOYAmt |
| EOY | $712,937 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $659,541 | BOYAmt |
| EOY | $712,937 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $659,541 | BOYAmt |
| EOY | $712,937 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $659,541 | BOYAmt |
| EOY | $712,937 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $53,395 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | 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 | $27,032 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $26,181 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,785 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,715 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $45,085 | CurrentTaxYearAmt |
| Total | $122,798 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $46,106 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $57,510 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $45,972 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $60,920 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,872 | CurrentTaxYearAmt |
| Total | $251,380 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $73,138 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $83,691 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $57,757 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $73,635 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $85,957 | CurrentTaxYearAmt |
| Total | $374,178 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,133 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,400 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,725 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,675 | CurrentTaxYearAmt |
| Total | $39,433 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,133 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,400 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,725 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,675 | CurrentTaxYearAmt |
| Total | $39,433 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $334,745 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,601 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,394 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,892 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,579 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $37,459 | CurrentTaxYearAmt |
| Total | $102,925 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,601 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,394 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,892 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,579 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $37,459 | CurrentTaxYearAmt |
| Total | $102,925 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $84,739 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $96,085 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $72,649 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $100,214 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $123,416 | CurrentTaxYearAmt |
| Total | $477,103 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.70160 | PublicSupportCY509Pct |
| Public Support PY509 | 0.71910 | PublicSupportPY509Pct |
| Investment Income CY | 0.21570 | InvestmentIncomeCYPct |
| Investment Income PY | 0.16640 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | WINE TASTING | Event1Nm |
| Gross Receipts Event1 | $11,085 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $5,835 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $5,250 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $4,798 | OtherDirectExpensesEvent1Amt |
| Event2 | GOLF OUTING | Event2Nm |
| Gross Receipts Event2 | $20,187 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $10,187 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $10,000 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $8,182 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $9,600 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $9,600 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $6,887 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $40,872 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $16,022 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $24,850 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $19,867 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $19,867 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $4,983 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS TO STUDENTS | GrantTypeTxt |
| Recipient | 11 | RecipientCnt |
| Cash Grant | $25,000 | CashGrantAmt |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2 - PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS | FormAndLineReferenceDesc |
| Explanation | THE DISTRIBUTIONS OF SCHOLARSHIP FUNDS IS REVIEWED BY THE BOARD. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | RELATED PARTY INFORMATION AMONG OFFICERS PATRICIA MARLATT PRESIDENT FAMILY MEMBER F. PATRICK MARLATT VICE PRESIDENT FAMILY MEMBER THOMAS MARLATT DIRECTOR FAMILY MEMBER MICHAEL P. MARLATT DIRECTOR FAMILY MEMBER |
| FORM 990, PART VI, SECTION B, LINE 11B | ORGANIZATION'S PROCESS TO REVIEW FORM 990 990 REVIEWED BY ATTORNEY WHO PRESENTS TO THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 12C | ENFORCEMENT OF CONFLICTS POLICY PERIODIC REVIEWS TO ENSURE COMPLIANCE AND USE OF OUTSIDE EXPERTS. |
| FORM 990, PART VI, SECTION C, LINE 18 | NO PUBLIC DISCLOSURE EXPLANATION UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS DISCLOSURE EXPLANATION UPON REQUEST. |