DAVIDSON COUNTY EDUCATION FOUNDATION INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- DAVIDSON COUNTY EDUCATION FOUNDATION INC (EIN 58-2008178)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-06-20
- IRS object ID
- 201741719349300919
- Schema version
- 2015v3.0
- 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 | 2017-06-20T13:29:14-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560817345 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Turlington and Company LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1697 | AddressLine1Txt |
| City | Lexington | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 272931697 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 582008178 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Davidson County Education | BusinessNameLine1Txt |
| Business Name Line2 | Foundation Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 3369050976 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 444 | AddressLine1Txt |
| City | Lexington | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 272930444 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CRAIG BULLINS | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 3369050976 | PhoneNum |
| Signature | 2017-06-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | John D Huneycutt | PreparerPersonNm |
| PTIN | P00747305 | PTIN |
| Phone | 3362496856 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2018-03-14 21:41:22Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Craig Bullins | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 444 | AddressLine1Txt |
| City | Lexington | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 272930444 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $40,590 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.dcef.net | WebsiteAddressTxt |
| Type Of Organization Other | Yes (X) | TypeOfOrganizationOtherInd |
| Other Organization Dsc | Foundation | OtherOrganizationDsc |
| Formation | 1991 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | To provide scholarships and programs to further the education of the youth of Davidson County. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $29,639 | PYContributionsGrantsAmt |
| CY Contributions Grants | $40,827 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,322 | PYInvestmentIncomeAmt |
| CY Investment Income | $10,907 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,320 | PYOtherRevenueAmt |
| CY Other Revenue | -$14,003 | CYOtherRevenueAmt |
| PY Total Revenue | $36,281 | PYTotalRevenueAmt |
| CY Total Revenue | $37,731 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $32,022 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $39,743 | 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 | $9,159 | PYOtherExpensesAmt |
| CY Other Expenses | $7,722 | CYOtherExpensesAmt |
| PY Total Expenses | $41,181 | PYTotalExpensesAmt |
| CY Total Expenses | $47,465 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$4,900 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$9,734 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $484,981 | TotalAssetsBOYAmt |
| Total Assets EOY | $475,247 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $484,981 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $475,247 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The Davidson County Education Foundation is a non-profit, volunteer organization dedicated to the enrichment of educational opportunities in Davidson County. Our mission is to provide and support innovative programs that benefit the students of Davidson County. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $39,622 | ExpenseAmt |
| Grant | $600 | GrantAmt |
| Revenue | $32,599 | RevenueAmt |
| Desc | Provided approximately 29 college scholarships and other assistance to Davidson County students and 2 mini-grants to Davidson County teachers. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,843 | ExpenseAmt |
| Revenue | $8,007 | RevenueAmt |
| Desc | Provided summer day camps for approximately 130 young students of Davidson County. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $47,465 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | 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 | Yes (1) | 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 | 0 | 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 | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| 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 | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | 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 | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Craig Bullins | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3362496856 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 509 East Center Street | AddressLine1Txt |
| City | Lexington | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27292 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| Bill Hunt | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Liz Roland | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Vickie Mabe | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Blake Benton | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Jane Dorsett | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Larry Whicker | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Mark Swaim | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Scott Newton | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Lon Morgan | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Jennifer Comer | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Loretta Fulbright | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| David Varner | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Ray Wyatt | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Carolyn Bell | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Joyce Oliver | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Lisa Paul | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Judi Boggs | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Nate Taylor | ||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Brian Feezor | ||||||
| Ex-Officio Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Donna Stafford | ||||||
| Ex-Officio Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Dr Lory Morrow | ||||||
| Ex-Officio Member | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Cathi Smith | ||||||
| President | 3.00 | $0 | $0 | $0 | Yes (X) | |
| Sam Barefoot | ||||||
| Vice-President | 3.00 | $0 | $0 | $0 | Yes (X) | |
| Pam Hall | ||||||
| Secretary | 3.00 | $0 | $0 | $0 | Yes (X) | |
| Craig Bullins | ||||||
| Treasurer | 3.00 | $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 | $5,450 | FundraisingAmt |
| All Other Contributions | $35,377 | AllOtherContributionsAmt |
| Total Contributions | $40,827 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,907 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,907 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $1,845 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $5,450 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $2,859 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,014 | TotalRevenueColumnAmt |
| Exclusion | -$1,014 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Investment Gain/Loss | Desc |
| Business | 523000 | BusinessCd |
| Total Revenue Column | -$12,989 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$12,989 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$12,989 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $37,731 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$2,082 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$1,014 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,743 | TotalAmt |
| Program Services | $39,743 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,287 | TotalAmt |
| Program Services | $1,287 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $735 | TotalAmt |
| Program Services | $735 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,250 | TotalAmt |
| Program Services | $1,250 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| Coordinator expense | $3,739 | $3,739 |
| Other | $711 | $711 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,465 | TotalAmt |
| Program Services | $47,465 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,814 | BOYAmt |
| EOY | $65,194 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $249,422 | BOYAmt |
| EOY | $270,092 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,241 | BOYAmt |
| EOY | $30,414 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,504 | BOYAmt |
| EOY | $109,547 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $484,981 | BOYAmt |
| EOY | $475,247 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $484,981 | BOYAmt |
| EOY | $475,247 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $484,981 | BOYAmt |
| EOY | $475,247 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $484,981 | BOYAmt |
| EOY | $475,247 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$9,734 | 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 | $27,013 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,565 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,084 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,979 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $42,657 | CurrentTaxYearAmt |
| Total | $155,298 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,013 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,565 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,084 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $32,979 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $42,657 | CurrentTaxYearAmt |
| Total | $155,298 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | 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) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $155,298 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,829 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,773 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,992 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,301 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,896 | CurrentTaxYearAmt |
| Total | $38,791 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,829 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,773 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,992 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,301 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,896 | CurrentTaxYearAmt |
| Total | $38,791 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $29,842 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,338 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,076 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $39,280 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $66,553 | CurrentTaxYearAmt |
| Total | $194,089 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.80010 | PublicSupportCY509Pct |
| Public Support PY509 | 0.87740 | PublicSupportPY509Pct |
| Investment Income CY | 0.19990 | InvestmentIncomeCYPct |
| Investment Income PY | 0.12260 | 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 | 1 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $0 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $0 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $157,987 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | 0 | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | 0 | DisclosedForCharitablePrpsInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Growth Fund | $28,319 | F |
| Invesco Van Kampen | $22,545 | F |
| Dodge & Cox Income Fund | $30,406 | F |
| Pimco FDS Total Return | $28,277 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $109,547 | TotalBookValueSecuritiesAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|
| Scholarships to students | 37 | $31,300 | |
| Summer camps for students | 130 | $7,843 | |
| Mini grants for teachers | 2 | $600 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11 | A copy of this return was approved by the current President and Treasurer and not by the full Board of Directors or any Committee. A copy of the return will be provided to the Investment/Finance Committee at the next Committee meeting, instead of having each of them approve it prior to issuance as has previously been the latest process up until the filing of this return. |
| Form 990, Part VI, Section C, line 19 | The Foundation provides all the governing documents and financial statements available to the public upon request. |