SCHOLARSHIP FDN OF ST JOSEPH COUNTY INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SCHOLARSHIP FDN OF ST JOSEPH COUNTY INC (EIN 35-6042497)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-10-20
- IRS object ID
- 201442939349300219
- Schema version
- 2013v3.1
- 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 | 2014-10-20T10:53:50-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 203708395 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INSIGHT ACCOUNTING GROUP PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1402 MISHAWAKA AVE | AddressLine1 |
| City | SOUTH BEND | City |
| State | IN | State |
| ZIP Code | 46615 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 356042497 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHOLARSHIP FOUNDATION OF ST JOSEP | BusinessNameLine1 |
| Business Name Line2 | COUNTY | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCHO | BusinessNameControlTxt |
| Phone | 5742590522 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3515 N MAIN SUITE C | AddressLine1 |
| City | MISHAWAKA | City |
| State | IN | State |
| ZIP Code | 46545 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TOM LELAND | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5742590522 | PhoneNum |
| Signature | 2014-09-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTINE LAUBER | PreparerPersonNm |
| PTIN | P01317175 | PTIN |
| Phone | 5742884801 | PhoneNum |
| Preparation | 2014-09-24 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TOM LELAND | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3515 N MAIN SUITE C | AddressLine1 |
| City | MISHAWAKA | City |
| State | IN | State |
| ZIP Code | 46545 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,574,169 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SCHOLARSHIPFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1961 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE SCHOLARSHIPS TO FOUR YEARS INSTITUTIONS FOR STUDENTS FROM ST JOSEPH COUNTY INDIANA | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $111,097 | PYContributionsGrantsAmt |
| CY Contributions Grants | $235,983 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $189,382 | PYInvestmentIncomeAmt |
| CY Investment Income | $261,110 | CYInvestmentIncomeAmt |
| PY Other Revenue | $8,988 | PYOtherRevenueAmt |
| CY Other Revenue | $3,277 | CYOtherRevenueAmt |
| PY Total Revenue | $309,467 | PYTotalRevenueAmt |
| CY Total Revenue | $500,370 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $185,750 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $205,500 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $107,907 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $105,782 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $9,177 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $72,438 | PYOtherExpensesAmt |
| CY Other Expenses | $63,688 | CYOtherExpensesAmt |
| PY Total Expenses | $366,095 | PYTotalExpensesAmt |
| CY Total Expenses | $374,970 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$56,628 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $125,400 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,969,425 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,681,132 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,908 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,021 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,965,517 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,677,111 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE SCHOLARSHIPS TO FOUR YEARS INSTITUTIONS FOR STUDENTS FROM ST JOSEPH COUNTY INDIANA | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $207,036 | ExpenseAmt |
| Grant | $205,500 | GrantAmt |
| Desc | SCHOLARSHIPS AWARDED TO COLLEGE STUDENTS FOR SCHOOL | Desc |
| Total Program Service Expenses | $207,036 | 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 | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | 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 | false | 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 With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| 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 | false | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | 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 |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | 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 | false | 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 | IN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CINDY CRAWFORD | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5742590522 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3515 N MAIN SUITE C | AddressLine1 |
| City | MISHAWAKA | City |
| State | IN | State |
| ZIP Code | 46545 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|
| TOM LELAND | |||||
| PRESIDENT | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LYNNE WRIGHT | |||||
| PRESIDENT - | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TIM BATALIS | |||||
| VICE PRESIDE | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PAT SLOAN | |||||
| SECRETARY | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CHRIS LAUBER | |||||
| TREASURER | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BOB ROUNTREE | |||||
| ASSISTANT TR | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BECKY ALESON | |||||
| AWARDS | Yes (X) | $0 | $0 | $0 | |
| RON TROYER | |||||
| VICE PRESIDE | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PAULA MILLER | |||||
| ASSISTANT SE | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CAROL EVANS | |||||
| ALUMNI RELAT | Yes (X) | $0 | $0 | $0 | |
| JEANNE BLAD | |||||
| DEVELOPMENT | Yes (X) | $0 | $0 | $0 | |
| DAVID DUNLAP | |||||
| HIGH SCHOOL | Yes (X) | $0 | $0 | $0 | |
| JACK GORDON | |||||
| FINANCE | Yes (X) | $0 | $0 | $0 | |
| MARY NUCCIARONE | |||||
| HOLIDAY LUNC | Yes (X) | $0 | $0 | $0 | |
| JOHN YARGER | |||||
| LONG RANGE P | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ANN KORB | |||||
| NEWSLETTER C | Yes (X) | $0 | $0 | $0 | |
| JANET B HALL | |||||
| HISTORIAN | Yes (X) | $0 | $0 | $0 | |
| JOYCE KUEHL | |||||
| HOLIDAY LUNC | Yes (X) | $0 | $0 | $0 | |
| BARBARA MAY | |||||
| MAILINGS | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $235,983 | AllOtherContributionsAmt |
| Total Contributions | $235,983 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $70,657 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $70,657 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,250,587 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,060,134 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $190,453 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $190,453 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $190,453 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $9,942 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $13,665 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$3,723 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IN-KIND DONATIONS | Desc |
| Total Revenue Column | $7,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,000 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $7,000 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $500,370 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $268,110 | RelatedOrExemptFuncIncomeAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $205,500 | TotalAmt |
| Program Services | $205,500 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,262 | TotalAmt |
| Management And General | $98,262 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,520 | TotalAmt |
| Management And General | $7,520 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,941 | TotalAmt |
| Management And General | $3,941 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,349 | TotalAmt |
| Management And General | $2,172 | ManagementAndGeneralAmt |
| Fundraising | $9,177 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,736 | TotalAmt |
| Management And General | $6,736 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,860 | TotalAmt |
| Management And General | $14,860 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,410 | TotalAmt |
| Management And General | $1,410 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,318 | TotalAmt |
| Management And General | $1,318 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| TRUSTEE FEES | $21,153 | $21,153 | |
| NEW STUDENT WELCOME | $1,536 | $1,536 | |
| OFFICE EQUIPMENT | $1,205 | $1,205 | |
| COMPUTER SUPPLIES | $177 | $177 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3 | TotalAmt |
| Management And General | $3 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $374,970 | TotalAmt |
| Program Services | $207,036 | ProgramServicesAmt |
| Management And General | $158,757 | ManagementAndGeneralAmt |
| Fundraising | $9,177 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,145 | BOYAmt |
| EOY | $777 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,339 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,272 | BOYAmt |
| EOY | $2,315 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $20,429 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $17,435 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,404 | BOYAmt |
| EOY | $2,994 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,933,265 | BOYAmt |
| EOY | $5,675,046 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,969,425 | BOYAmt |
| EOY | $5,681,132 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,908 | BOYAmt |
| EOY | $4,021 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,908 | BOYAmt |
| EOY | $4,021 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,874,435 | BOYAmt |
| EOY | $5,586,029 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,082 | BOYAmt |
| EOY | $91,082 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,965,517 | BOYAmt |
| EOY | $5,677,111 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,969,425 | BOYAmt |
| EOY | $5,681,132 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $125,400 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $586,194 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $46,572 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $111,674 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $105,488 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $111,097 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $235,983 | CurrentTaxYearAmt |
| Total | $610,814 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $46,572 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $111,674 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $105,488 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $111,097 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $235,983 | CurrentTaxYearAmt |
| Total | $610,814 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $62,050 | SubstantialContributorsTotAmt |
| Public Support Total170 | $548,764 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $77,424 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $124,293 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $141,860 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $189,382 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $261,110 | CurrentTaxYearAmt |
| Total | $794,069 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -$130 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$1,011 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | -$3,527 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $988 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | -$3,723 | CurrentTaxYearAmt |
| Total | -$7,403 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,397,480 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $87,599 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.39270 | PublicSupportCY170Pct |
| Public Support PY170 | 0.37060 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME -7,403 | ExplanationTxt |
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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,961,604 | BeginningYearBalanceAmt |
| Contributions | $205,444 | ContributionsAmt |
| Investment Earnings Or Losses | $124,900 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $205,500 | GrantsOrScholarshipsAmt |
| Other Expenditures | $156,445 | OtherExpendituresAmt |
| Administrative Expenses | $21,153 | AdministrativeExpensesAmt |
| End Year Balance | $5,675,046 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,529,835 | BeginningYearBalanceAmt |
| Contributions | $111,003 | ContributionsAmt |
| Investment Earnings Or Losses | $698,939 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $185,750 | GrantsOrScholarshipsAmt |
| Other Expenditures | $173,787 | OtherExpendituresAmt |
| Administrative Expenses | $18,636 | AdministrativeExpensesAmt |
| End Year Balance | $4,961,604 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,762,571 | BeginningYearBalanceAmt |
| Contributions | $96,346 | ContributionsAmt |
| Investment Earnings Or Losses | $31,852 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $205,750 | GrantsOrScholarshipsAmt |
| Other Expenditures | $138,240 | OtherExpendituresAmt |
| Administrative Expenses | $16,944 | AdministrativeExpensesAmt |
| End Year Balance | $4,529,835 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,167,722 | BeginningYearBalanceAmt |
| Contributions | $135,181 | ContributionsAmt |
| Investment Earnings Or Losses | $772,381 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $67,635 | GrantsOrScholarshipsAmt |
| Other Expenditures | $226,822 | OtherExpendituresAmt |
| Administrative Expenses | $18,256 | AdministrativeExpensesAmt |
| End Year Balance | $4,762,571 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,957,848 | BeginningYearBalanceAmt |
| Contributions | $59,189 | ContributionsAmt |
| Investment Earnings Or Losses | $471,617 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $62,665 | GrantsOrScholarshipsAmt |
| Other Expenditures | $240,661 | OtherExpendituresAmt |
| Administrative Expenses | $17,606 | AdministrativeExpensesAmt |
| End Year Balance | $4,167,722 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.98000 | BoardDesignatedBalanceEOYPct |
| Term Endowment Balance EOY | 0.02000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $877 | OtherCostOrOtherBasisAmt |
| Book Value | $877 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $19,552 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,435 | DepreciationAmt |
| Book Value | $2,117 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,994 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ENDOWMENT | Desc |
| Book Value | $5,675,046 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $5,675,046 | TotalBookValueSecuritiesAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIP | 105 | $207,500 |
| RETURNED SCHOLARSHIPS | -$2,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 4, PART IV | FormAndLineReferenceDesc |
| Explanation | WE FOLLOW UP WITH SUBSEQUENT GRADES WITH SCHOLARSHIPS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 11B | NO REVIEW WAS OR WILL BE CONDUCTED. |
| FORM 990, PAGE 6, PART VI, LINE 12C | FORM IS REVIEWED AND SIGNED ANNUALLY. |
| FORM 990, PAGE 6, PART VI, LINE 19 | ALL ARE AVAILABLE UPON REQUEST |