SCHOLARSHIP FDN OF ST JOSEPH COUNTY INC: Form 990, tax year 2011
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- Organization
- SCHOLARSHIP FDN OF ST JOSEPH COUNTY INC (EIN 35-6042497)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2012-10-08
- IRS object ID
- 201242839349300389
- Schema version
- 2011v1.2
- 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) |
|---|---|---|
| Timestamp | 2012-10-08T12:40:58-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351546667 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Christine A Lauber CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 356042497 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Scholarship Foundation of St Joseph County | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SCHO | NameControl |
| Phone | 5742590522 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Joe Garrett | Name |
| Title | President | Title |
| Phone | 5742339461 | Phone |
| Date Signed | 2012-09-20 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Christine A Lauber | Name |
| PTIN | P01317175 | PTIN |
| Phone | 5742884801 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Joe Garrett | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 911904 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.scholarshipfoundation.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1961 | YearFormation |
| State Legal Domicile | IN | StateLegalDomicile |
| Activity Or Mission Description | College Scholarships & Mentoring | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 17 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 17 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2 | TotalNbrEmployees |
| Total Nbr Volunteers | 75 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 111674 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 87818 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 124293 | InvestmentIncomePriorYear |
| Investment Income Current Year | 141860 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -1011 | OtherRevenuePriorYear |
| Other Revenue Current Year | -3527 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 234956 | TotalRevenuePriorYear |
| Total Revenue Current Year | 226151 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 223000 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 205750 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 31292 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 90887 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1257 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 47437 | OtherExpensePriorYear |
| Other Expenses Current Year | 52242 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 301729 | TotalExpensesPriorYear |
| Total Expenses Current Year | 348879 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -66773 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -122728 | RevenuesLessExpensesCY |
| Total Assets BOY | 4780753 | TotalAssetsBOY |
| Total Assets EOY | 4539968 | TotalAssetsEOY |
| Total Liabilities BOY | 3084 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3513 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 4777669 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 4536455 | NetAssetsOrFundBalancesEOY |
| Mission Description | To provide scholarships to four year institutions for students from St Joseph county Indiana | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 205750 | Expense |
| Grants | 205750 | Grants |
| Description | Scholarships awarded to college students for school | Description |
| Total Program Service Expense | 205750 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 2 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 17 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 17 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IN | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cindy Crawford | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5742590522 | TelephoneNumber |
Address US AddressUS
| 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 | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (17 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| Joe Garrett | ||||||
| President | 1.00 | X | X | 0 | 0 | 0 |
| Tom Leland | ||||||
| President - Elect | 1.00 | X | X | 0 | 0 | 0 |
| Tim Batalis | ||||||
| Vice President Communicati | 1.00 | X | X | 0 | 0 | 0 |
| Pat Sloan | ||||||
| Secretary | 1.00 | X | X | 0 | 0 | 0 |
| Chris Lauber | ||||||
| Treasurer | 1.00 | X | X | 0 | 0 | 0 |
| Bob Rountree | ||||||
| Assistant Treasurer | 1.00 | X | X | 0 | 0 | 0 |
| Genelle King | ||||||
| Vice President Mentoring | 1.00 | X | X | 0 | 0 | 0 |
| Ron Troyer | ||||||
| Vice President Programs | 1.00 | X | X | 0 | 0 | 0 |
| Paula Miller | ||||||
| Assistant Secretary | 1.00 | X | X | 0 | 0 | 0 |
| Carol Evans | ||||||
| Alumni Relations Chair | 1.00 | X | 0 | 0 | 0 | |
| Jim Considine | ||||||
| Awards Chair | 1.00 | X | 0 | 0 | 0 | |
| David Dunlap | ||||||
| High School Coordinator | 1.00 | X | 0 | 0 | 0 | |
| Sue Cierzniak | ||||||
| Historian | 1.00 | X | 0 | 0 | 0 | |
| Mary Nucciarone | ||||||
| Holiday Luncheon Chair | 1.00 | X | 0 | 0 | 0 | |
| John Yarger | ||||||
| Long Range Planning Chair | 1.00 | X | 0 | 0 | 0 | |
| Ann Korb | ||||||
| Newsletter Chair | 1.00 | X | 0 | 0 | 0 | |
| Joyce Kuehl | ||||||
| Nominating Chair | 1.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 87818 | AllOtherContributions |
| Total Contributions | 87818 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 108694 | TotalRevenueColumn |
| Related Or Exempt Function Income | 108694 | RelatedOrExemptFunctionIncome |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 706864 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 673698 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 33166 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 33166 | TotalRevenueColumn |
| Related Or Exempt Function Income | 33166 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 8528 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 12055 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -3527 | TotalRevenueColumn |
| Exclusion | -$3,527 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 226151 | TotalRevenueColumn |
| Related Or Exempt Function Income | 141860 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$3,527 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 205750 | Total |
| Program Services | 205750 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 87126 | Total |
| Management And General | 87126 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3761 | Total |
| Management And General | 3761 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3125 | Total |
| Management And General | 3125 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2020 | Total |
| Management And General | 763 | ManagementAndGeneral |
| Fundraising | 1257 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8123 | Total |
| Management And General | 8123 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16103 | Total |
| Management And General | 16103 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1469 | Total |
| Management And General | 1469 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1305 | Total |
| Management And General | 1305 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral |
|---|---|---|
| Trustee fees | 16944 | 16944 |
| Computer and website | 2183 | 2183 |
| Copier agreement | 970 | 970 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 348879 | Total |
| Program Services | 205750 | ProgramServices |
| Management And General | 141872 | ManagementAndGeneral |
| Fundraising | 1257 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 734 | BOY |
| EOY | 1105 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 174615 | BOY |
| EOY | 36546 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2269 | BOY |
| EOY | 2272 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 20429 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 13674 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 6755 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4603135 | BOY |
| EOY | 4493290 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4780753 | BOY |
| EOY | 4539968 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3084 | BOY |
| EOY | 3513 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3084 | BOY |
| EOY | 3513 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4682337 | BOY |
| EOY | 4444123 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 95332 | BOY |
| EOY | 92332 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4777669 | BOY |
| EOY | 4536455 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4780753 | BOY |
| EOY | 4539968 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -122728 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -118486 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 91585 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 45067 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 46572 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 111674 | CurrentTaxYearMinus1Year |
| Current Tax Year | 87818 | CurrentTaxYear |
| Total | 382716 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 91585 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 45067 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 46572 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 111674 | CurrentTaxYearMinus1Year |
| Current Tax Year | 87818 | CurrentTaxYear |
| Total | 382716 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 36834 | AmountsSubstContributorsTotal |
| Public Support Total170 | 345882 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 264766 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | -967505 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 475133 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 782408 | CurrentTaxYearMinus1Year |
| Current Tax Year | 141860 | CurrentTaxYear |
| Total | 696662 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 4438 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | -130 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | -1011 | CurrentTaxYearMinus1Year |
| Current Tax Year | -3527 | CurrentTaxYear |
| Total | -230 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 1079148 | TotalSupport |
| Public Support Pertcentage170 | 0.32050 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.36600 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests PY170 | X | ThirtyThreePercntTestsPY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4762571 | BeginningOfYearBalance |
| Contributions | 96346 | Contributions |
| Investment Earnings Or Losses | 31852 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 205750 | GrantsOrScholarships |
| Other Expenditures | 138240 | OtherExpenditures |
| Administrative Expenses | 16944 | AdministrativeExpenses |
| End Of Year Balance | 4529835 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4167722 | BeginningOfYearBalance |
| Contributions | 135181 | Contributions |
| Investment Earnings Or Losses | 772381 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 67635 | GrantsOrScholarships |
| Other Expenditures | 226822 | OtherExpenditures |
| Administrative Expenses | 18256 | AdministrativeExpenses |
| End Of Year Balance | 4762571 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3957848 | BeginningOfYearBalance |
| Contributions | 59189 | Contributions |
| Investment Earnings Or Losses | 471617 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 62665 | GrantsOrScholarships |
| Other Expenditures | 240661 | OtherExpenditures |
| Administrative Expenses | 17606 | AdministrativeExpenses |
| End Of Year Balance | 4167722 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 1.00000 | BoardDesignatedEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 20429 | OtherCostOrOtherBasis |
| Depreciation | 13674 | Depreciation |
| Book Value | 6755 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 6755 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Endowment | Description |
| Book Value | 4493290 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 4493290 | TotalOfBookValueSecurities |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | The organization uses the endowment funds to provide scholarships. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Scholarships. | TypeOfGrant |
| Number Of Recipients | 100 | NumberOfRecipients |
| Amount Of Cash Grant | 205750 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | We follow up with subsequent grades with scholarships. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Form 990, Part VI, Section B, line 11 | Presented to President who then presents to Executive Committee | |
| Form 990, Part VI, Section B, line 12c | Form is reviewed and signed annually. | |
| Form 990, Part VI, Section B, line 15 | Comparisons are made with local payroll surveys for comparable positions. | |
| Form 990, Part VI, Section C, line 19 | All are available upon request | |
| Form 990, Part XI, line 5: | Net unrealized losses on investments: -122,812. Prior period adjustments: 4,326. Total to Form 990, Part XI, Line 5: -118,486. | Changes in Net Assets or Fund Balances: |