OTHO DAVIS SCHOLARSHIP FOUNDATION INC: Form 990, tax year 2024
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- Organization
- OTHO DAVIS SCHOLARSHIP FOUNDATION INC (EIN 52-2200375)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202513189349300536
- Schema version
- 2024v5.0
- 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 | 2025-11-14T08:26:08-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | James D Mahoney CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4016 Westaway Drive | AddressLine1Txt |
| City | LAFAYETTE HILL | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19444 | 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 | 522200375 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Otho Davis Scholarship Foundat | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OTHO | BusinessNameControlTxt |
| Phone | 8563121129 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 Liberty Way | AddressLine1Txt |
| City | DEPTFORD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08096 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Stanley A Wielgus | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 8563121129 | PhoneNum |
| Signature | 2025-11-12 | 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 | James D Mahoney | PreparerPersonNm |
| PTIN | P00355694 | PTIN |
| Phone | 6103891628 | PhoneNum |
| Preparation | 2025-11-12 | 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) |
|---|---|---|
| Principal Officer | Harold Carmichael | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Same as Above | AddressLine1Txt |
| City | DEPTFORD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08096 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $157,791 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.OTHODAVISFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1999 | FormationYr |
| Legal Domicile State | NJ | LegalDomicileStateCd |
| Activity Or Mission | AWARD SCHOLARSHIPS TO GRADUATE STUDENTS WITH A CONCENTRATION IN SPORTS MEDICINE OR A RELATED FIELD | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Total Volunteers | 30 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $15,412 | PYContributionsGrantsAmt |
| CY Contributions Grants | $19,275 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,172 | PYInvestmentIncomeAmt |
| CY Investment Income | $51 | CYInvestmentIncomeAmt |
| PY Other Revenue | $14,656 | PYOtherRevenueAmt |
| CY Other Revenue | $32,917 | CYOtherRevenueAmt |
| PY Total Revenue | $33,240 | PYTotalRevenueAmt |
| CY Total Revenue | $52,243 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $40,300 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $40,000 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $21,736 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $21,828 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,484 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,459 | PYOtherExpensesAmt |
| CY Other Expenses | $7,204 | CYOtherExpensesAmt |
| PY Total Expenses | $70,495 | PYTotalExpensesAmt |
| CY Total Expenses | $69,032 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$37,255 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$16,789 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $130,742 | TotalAssetsBOYAmt |
| Total Assets EOY | $114,968 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $15,189 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,318 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $115,553 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $98,650 | NetAssetsOrFundBalancesEOYAmt |
| Mission | AWARD SCHOLARSHIPS TO GRADUATE STUDENTS WITH A CONCENTRATION IN SPORTS MEDICINE OR RELATED FIELDS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $55,280 | ExpenseAmt |
| Grant | $40,000 | GrantAmt |
| Revenue | $19,326 | RevenueAmt |
| Desc | Scholarships awarded during 2024 | Desc |
| Total Program Service Expenses | $55,280 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | 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 | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | 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 |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 3 | 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 |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| 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 |
| Excs Tax Sect4951 Or4952 Or4953 | false | ExcsTaxSect4951Or4952Or4953Ind |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | 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 | false | ConflictOfInterestPolicyInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HAROLD CARMICHAEL | PersonNm |
| Phone | 8563121129 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 120 LIBERTY WAY | AddressLine1Txt |
| City | DEPTFORD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08096 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| Harold Carmic | ||||||||
| hael-President | 2 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| James N Solano | ||||||||
| Vice-President | 2 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Stanley A Wiel | ||||||||
| gus-Treasurer | 2 | 0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Duke Davis | ||||||||
| Trustee | 2 | 0 | Yes (X) | $0 | $0 | $0 | ||
| Marie Mascia | ||||||||
| Exec Director | 5 | 0 | $20,000 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $20,000 | TotalReportableCompFromOrgAmt |
| 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 |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $19,275 | AllOtherContributionsAmt |
| Total Contributions | $19,275 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $51 | TotalRevenueColumnAmt |
| Exclusion | $51 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $138,465 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $105,548 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $32,917 | TotalRevenueColumnAmt |
| Exclusion | $32,917 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $52,243 | TotalRevenueColumnAmt |
| Exclusion | $32,968 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,000 | TotalAmt |
| Program Services | $40,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,000 | TotalAmt |
| Program Services | $14,000 | ProgramServicesAmt |
| Management And General | $4,000 | ManagementAndGeneralAmt |
| Fundraising | $2,000 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,828 | TotalAmt |
| Program Services | $1,280 | ProgramServicesAmt |
| Management And General | $366 | ManagementAndGeneralAmt |
| Fundraising | $182 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,580 | TotalAmt |
| Management And General | $1,580 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,181 | TotalAmt |
| Management And General | $2,181 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $762 | TotalAmt |
| Management And General | $460 | ManagementAndGeneralAmt |
| Fundraising | $302 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| Bank Charges | $2,345 | $2,345 |
| Annual Filing Fees | $57 | $57 |
| Postage | $165 | $165 |
| Telephone | $114 | $114 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,032 | TotalAmt |
| Program Services | $55,280 | ProgramServicesAmt |
| Management And General | $11,268 | ManagementAndGeneralAmt |
| Fundraising | $2,484 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,148 | BOYAmt |
| EOY | $104,374 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $594 | BOYAmt |
| EOY | $10,594 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,975 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,975 | LandBldgEquipAccumDeprecAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,742 | BOYAmt |
| EOY | $114,968 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,189 | BOYAmt |
| EOY | $16,318 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,189 | BOYAmt |
| EOY | $16,318 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,553 | BOYAmt |
| EOY | $98,650 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,553 | BOYAmt |
| EOY | $98,650 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,742 | BOYAmt |
| EOY | $114,968 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$16,789 | ReconcilationRevenueExpnssAmt |
| Prior Period Adjustments | -$114 | PriorPeriodAdjustmentsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (true) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | false | FSAuditedInd |
| 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 |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,146 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,991 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,210 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,862 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,275 | CurrentTaxYearAmt |
| Total | $79,484 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $51,928 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $101,963 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $137,574 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $119,930 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $138,465 | CurrentTaxYearAmt |
| Total | $549,860 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $65,074 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $121,954 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $149,784 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $134,792 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $157,740 | CurrentTaxYearAmt |
| Total | $629,344 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $629,344 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $673 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $135 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $65 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $51 | CurrentTaxYearAmt |
| Total | $924 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $673 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $135 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $65 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $51 | CurrentTaxYearAmt |
| Total | $924 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $65,747 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $122,089 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $149,849 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $134,792 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $157,791 | CurrentTaxYearAmt |
| Total | $630,268 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99850 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99400 | PublicSupportPY509Pct |
| Investment Income CY | 0.00150 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00600 | 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 G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Dinner | Event1Nm |
| Gross Receipts Event1 | $138,465 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $138,465 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $35,632 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $8,500 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $61,415 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $138,465 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $138,465 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $35,632 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $8,500 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $61,415 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $105,547 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $32,918 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (12 entries)
| Non Cash AssistanceNonCashAssistanceAmt |
|---|
| $0 |
| $0 |
| $0 |
| $0 |
| $0 |
| $0 |
| $0 |
| $0 |
| $0 |
| $0 |
| $0 |
| $0 |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Scholarships | GrantTypeTxt |
| Recipient | 2 | RecipientCnt |
| Cash Grant | $40,000 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PT 1 Line 2 | FormAndLineReferenceDesc |
| Explanation | Review of potential candidates by Scholarship Selection Committee Factors reviewed are financial need;academic record; service activities related to area of concentration | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 2 | James N. Solano, Trustee & Marie Mascia, Executive Director |
| Form 990, Part VI, Section B, Line 11B | Directors meet and review before filing. |
| Form 990, Part VI, Section B, Line 15A | Compensation is reviewed and approved by the Trustees |
| Form 990, Part VI, Section C, Line 19 | Available upon request |
| Form 990, Part VII James Solano, Vice-President | Died January 26,2025 |