2014-05-02T09:16:26-05:00 2013-06-30 753218994 JONES & MCINTYRE PLLC 6225 BRANDON AVENUE SUITE 307 SPRINGFIELD VA 22150 990 2012-07-01 200031464 THE SCHOLARSHIP FUND OF ALEXANDRIA SCHO 7038246730 3330 KING STREET ALEXANDRIA VA 22302 BRUCE JOHNSON 7038246730 2014-05-02 1 LINDA D MCINTYRE P00048561 7038664500 2012 2015-11-30 17:44:51Z BETH LOVAIN 3330 KING STREET ALEXANDRIA VA 22302 1159198 0 X WWW.ALEXSCHOLARSHIPFUND.ORG X 2002 VA TO AWARD POST-SECONDARY EDUCATION SCHOLARSHIPS TO GRADUATES OF TC WILLIAMS HIGH SCHOOL. 17 15 2 450 0 0 887312 959882 0 0 78118 95214 7320 0 972750 1055096 790962 800717 0 0 57616 57061 0 0 39516 43827 64770 892405 922548 80345 132548 3832119 4266976 158240 167378 3673879 4099598 X THE SCHOLARSHIP FUND OF ALEXANDRIA IS A NON-PROFIT ORGANIZATION FORMED TO RECEIVE AND MANAGE PRIVATE AND PUBLIC GIFTS AND DISPERSE THEM IN THE FORM OF SCHOLARSHIPS TO QUALIFIED GRADUATES OF ALEXANDRIA CITY PUBLIC SCHOOLS WHO ATTEND ACCREDITED COLLEGES OR CAREER SCHOOLS. 0 0 845170 800717 THE SCHOLARSHIP FUND OF ALEXANDRIA PROVIDES FINANCIAL AID ADVICE TO ALEXANDRIA STUDENTS AND THEIR FAMILIES AND ASSISTS THEM IN ACCESSING FEDERAL, STATE, INSTITUTIONAL AND PRIVATE FINANCIAL AID FOR HIGHER EDUCATION. THE FUND AWARDS SCHOLARSHIPS AND RENEWAL AWARDS TO QUALIFIED GRADUATES OF ALEXANDRIA CITY PUBLIC SCHOOLS TO ATTEND ACCREDITED COLLEGES AND UNIVERSITIES, COMMUNITY COLLEGES AND CAREER SCHOOLS. OVER THE PAST 26 YEARS THE FUND HAS AWARDED NEARLY $10 MILLION IN SCHOLARSHIPS TO 3,900 ALEXANDRIA STUDENTS. IN FY 2013 THE FUND AWARDED FIRST-YEAR SCHOLARSHIPS TO 180 STUDENTS AND RENEWAL AWARDS TO 233 STUDENTS. THE FUND ADMINISTERED 10 FIRST YEAR SCHOLARSHIPS AND 26 RENEWAL AWARDS FROM THE SAMUEL L. POWELL TRUST. SFA HOSTS FINANCIAL AID WORKSHOPS, FAFSA SUPER SATURDAYS AND PROMOTES EARLY AWARENESS FOR ELEMENTARY AND MIDDLE SCHOOL STUDENTS AND THEIR FAMILIES. 845170 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 7 1 1 2 1 0 0 0 0 0 1 1 0 0 0 0 X 17 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X BETH LOVAIN EXECUTIVE DIRECTOR 7038246730 3330 KING STREET ALEXANDRIA VA 22302 X M CATHARINE PUSKAR 1.00 X X 0 0 0 DWIGHT DUNTON 1.00 X X 0 0 0 DEBRA L RAGGIO 1.00 X X 0 0 0 CINDY ANDERSON 1.00 X X 0 0 0 SINDY BENAVIDES 1.00 X 0 0 0 KATHY CONRAD 1.00 X 0 0 0 KERRY J DONLEY 1.00 X 0 0 0 MICAELA M JONES 1.00 X 0 0 0 JOHN F LEARY 1.00 X 0 0 0 SUSAN YOWELL 40.00 X X 0 0 0 JEFFREY J MCQUILKIN 1.00 X 0 0 0 ERICKA MILLER 1.00 X 0 0 0 TODD SANDOZ 1.00 X 0 0 0 ARTHUR E SCHMALZ 1.00 X 0 0 0 TERESE WILSON 1.00 X 0 0 0 DR MORTON SHERMAN 1.00 X 0 0 0 BRUCE JOHNSON 1.00 X 0 0 0 0 0 0 0 0 0 1 0 13235 447496 499151 959882 95214 95214 34102 447496 79102 -45000 -45000 70000 25000 45000 45000 1055096 0 0 95214 800717 800717 52932 35238 5635 12059 4129 2752 438 939 13860 13860 3623 965 2658 6977 4487 2490 544 544 16203 1011 7915 7277 1475 1475 3356 3356 SPECIAL EVENTS COSTS 17687 17687 MISCELLANEOUS 1045 35 1010 922548 845170 37862 39516 88462 40836 909686 1024773 6050 12600 3500 5795 4297 2280 1498 2813041 3196369 3832119 4266976 1164 869 157076 166509 158240 167378 X 3526768 3948338 14786 18935 132325 132325 3673879 4099598 3832119 4266976 132548 293171 0 X 0 1 X 1 0 X 943297 960685 848898 862312 959882 4575074 75833 78072 74160 74834 84072 386971 1019130 1038757 923058 937146 1043954 4962045 907881 4054164 77503 62243 64423 78118 95214 377501 5339546 0.75930 0.73570 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 813736 40000 15163 11014 857885 810043 6000 2053 4360 813736 723513 99498 12968 810043 722417 53440 52344 723513 743650 -125898 104665 722417 0.82000 0.15000 0.03000 0 0 5795 4297 1498 1498 EQUITY MUTUAL FUNDS 3196369 F 3196369 X 1492068 293171 143801 436972 1055096 0 1055096 1066349 143801 143801 922548 0 922548 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: SFA'S ENDOWMENT CONSISTS OF VARIOUS FUNDS ESTABLISHED TO PROVIDE SCHOLARSHIPS TO QUALIFYING STUDENTS. SFA'S ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS, INCOME ON THOSE FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: SFA BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY INCOME TAX POSITIONS TAKEN, AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN INCOME TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. SFA'S INCOME TAX RETURNS ARE GENERALLY SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND OTHER STATE AND LOCAL TAXING AUTHORITIES FOR THREE YEARS AFTER THEY WERE FILED. GALA 320188 248818 71370 57279 3750 10341 TELETHON 102813 102813 2 33597 25864 7733 2565 5168 456598 377495 79103 59844 3750 15509 79103 0 70000 25000 0 70000 25000 25000 45000 VA 1 0 1 0 1.00000 THE SCHOLARSHIP FUND OF ALEXANDRIA 3330 KING STREET ALEXANDRIA VA 22302 0 SUSAN D YOWELL FORMER EX DIRECTO OVERSEES MANAGEMENT AND REPORTING OF THE EVENT AS PART OF HER JOB RESPONSIBILTIES. X 1 1 SCHOLARSHIPS AND RENEWAL AWARDS TO QUALIFIED GRADUATES OF THE ALEXANDRIA CITY PUBLIC SCHOOLS TO ATTEND ACCREDITED COLLEGES, UNIVERSITIES, COMMUNITY COLLEGES AND CAREER SCHOOLS. 413 800717 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: SFA VERIFIES ENROLLMENT FOR EACH RECIPIENT. WHEN RENEWAL APPLICATIONS ARE SUBMITTED, THEY ARE REQUIRED TO BE ACCOMPANIED BY TRANSCRIPTS AND AWARD LETTERS. 0 0 0 0 0 0 0 0 0 SUPPLEMENTAL INFORMATION PART III THE EXECUTIVE DIRECTOR IS PAID BY ALEXANDRIA CITY PUBLIC SCHOOLS FOR SERVICES RENDERED TO SFA. HER SALARY IS TREATED AS SERVICES DONATED TO SFA. THE VALUE OF THE DONATED SERVICES ARE ESTIMATED AT $53,514. FORM 990, PART VI, SECTION B, LINE 11 THE DIRECTOR WILL PROVIDE FORM 990 TO THE MEMBERSHIP OF THE BOARD OF TRUSTEES AT LEAST TWO WEEKS PRIOR TO THE SUBMISSION DEADLINE. BOARD MEMBERS WILL HVE A MINIMUM OF TEN DAYS TO REVIEW THE DOCUMENT AND TO OFFER COMMENTS BEFORE IT IS FILED WITH THE IRS. IF THERE ARE COMMENTS, FORM 990 WILL BE SUMITTED TO THE FINANCE COMMITTEE FOR CONSIDERATION. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS DISCUSSED EACH YEAR BY THE BOARD OF TRUSTEES. TRUSTEES ARE REQUIRED TO SIGN A STATEMENT ACKNOWLEDGING THE POLICY ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR IS PAID BY ALEXANDRIA CITY PUBLIC SCHOOLS AND HER SERVICES ARE DONATED TO THE ORGANIZAITON. THE COMPENSATION LEVEL IS DETERMINED BY THE OFFICE OF HUMAN RESOURCES OF ALEXANDRIA CITY PUBLIC SCHOOLS IN ACCORDANCE WITH PROCEDURES THAT ADHERE TO STANDARDS AND PRACTICES OF EQUITY IN COMPENSATION FOR DUTIES PERFORMED, CLASSIFICATIONS, LICENSURE, AND OTHER CONTRACTUAL STANDARDS, (INCLUDING CONSIDERATION OF JOB RESPONSIBILITIES, AND COMPARABLE SALARIES) AS DIRECTED BY THE SCHOOL BOARD OF THE CITY OF ALEXANDRIA. FORM 990, PART VI, SECTION C, LINE 19 SFA'S DOCUMENTS ARE AVAILABLE UPON REQUEST.