SMALLWOOD SCHOLARSHIP FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- SMALLWOOD SCHOLARSHIP FOUNDATION (EIN 82-0504275)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-02-26
- IRS object ID
- 202620579349100207
- Schema version
- 2025v4.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Applied To Prior Year Election
- Distribution From Corpus Election
- Expln Of Non Filing With AG Stmt
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-02-26T08:46:16-00:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 820303234 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EGBERT ACCOUNTING | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 812 MAIN AVE N | AddressLine1Txt |
| City | TWIN FALLS | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 820504275 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMALLWOOD SCHOLARSHIP FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SMAL | BusinessNameControlTxt |
| Phone | 2087336063 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 812 MAIN AVE N | AddressLine1Txt |
| City | TWIN FALLS | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENDAL F EGBERT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2087336063 | PhoneNum |
| Signature | 2026-01-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KENDAL F EGBERT | PreparerPersonNm |
| PTIN | P00546251 | PTIN |
| Phone | 2087336063 | PhoneNum |
| Preparation | 2026-02-26 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $442,243 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,548 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,548 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $28,347 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,347 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $29,895 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $29,895 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $600 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $600 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $600 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $414 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $414 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $414 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $414 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,014 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,014 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $1,014 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,014 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $27,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $27,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $28,514 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,014 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $1,014 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $28,514 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,381 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $28,881 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $70,911 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $74,793 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $74,793 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $311,816 | CorporateStockBOYAmt |
| Corporate Stock EOY | $311,816 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $367,450 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $382,727 | TotalAssetsBOYAmt |
| Total Assets EOY | $386,609 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $442,243 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $29,822 | GrantsPayableBOYAmt |
| Grants Payable EOY | $30,709 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $29,822 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $30,709 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $311,816 | CapitalStockBOYAmt |
| Capital Stock EOY | $352,906 | CapitalStockEOYAmt |
| Retained Earning BOY | $41,089 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,994 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $352,905 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $355,900 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $382,727 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $386,609 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $352,905 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,381 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,614 | OtherIncreasesAmt |
| Subtotal | $355,900 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $355,900 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $401 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $401 | SubtotalAmt |
| Tax Based On Investment Income | $401 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $401 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | ID | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | NONE | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENDAL F EGBERT LPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2087336063 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 812 MAIN AVE N | AddressLine1Txt |
| City | TWIN FALLS | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| CARL SNOW | ||||||
| 812 MAIN AVE N | TWIN FALLS | ID | 83301 | TRUSTEE | 000.00 | $0 |
| COLLEGE OF SOUTHERN IDAHO SCHOLARSHIP FOUNDATION | ||||||
| 812 MAIN AVE N | TWIN FALLS | ID | 83301 | TRUSTEE | 000.00 | $0 |
| KENDAL F EGBERT | ||||||
| 812 MAIN AVE N | TWIN FALLS | ID | 83301 | TRUSTEE | 000.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SCHOLARSHIPS PAID TO COLLEGES AND UNIVERSITIES TO BE DISTRIBUTED TO STUDENTS FOR THEIR TUITION AND BOOKS. SCHOLARSHIPS GRANTED TO QUALFYING STUDENTS | Description1Txt |
| Expenses1 | $27,500 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $358,944 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $72,793 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $431,737 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $431,737 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,476 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $425,261 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $21,263 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $21,263 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $401 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $401 | TotalTaxAmt |
| Distributable Before Adj | $20,862 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $20,862 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $20,862 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $28,514 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $28,514 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $20,862 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $26,680 | UndistributedIncomePYAmt |
| Qualifying Distributions | $28,514 | QualifyingDistributionsAmt |
| Applied To Year1 | $26,680 | AppliedToYear1Amt |
| Applied To Prior Years | $5,818 | AppliedToPriorYearsAmt |
| Undistributed Income CY | $20,862 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KENDAL F EGBERT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 812 MAIN AVE N | AddressLine1Txt |
| City | TWIN FALLS | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2087336063 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATION AVAILABLE AT ABOVE ADDRESS AND TWIN FALLS COUNTY SCHOOLS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | 1 JANUARY THROUGH 1 APRIL EACH YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | RESIDENTS OF TWIN FALLS COUNTY - FOR USE ONLY TUITION, BOOKS AND SUPPLY | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COLLEGE OF SOUTHERN IDAHO | |||||||
| 3150 FALLS AVENUE | TWIN FALLS | ID | 83301 | NONE | PC | SCHOLARSHIP | $10,000 |
| BOISE STATE UNIVERSITY | |||||||
| 1910 W UNIVERSITY AVE | BOISE | ID | 83725 | NONE | PC | SCHOLARSHIP | $5,000 |
| GRAND CANYON UNIVERSITY | |||||||
| 3300 W CAMELBACK ROAD | PHOENIX | AZ | 85017 | NONE | PC | SCHOLARSHIP | $2,500 |
| IDAHO STATE UNIVERSITY | |||||||
| 921 S 8TH AVE | POCATELLO | ID | 83209 | NONE | PC | SCHOLARSHIP | $2,500 |
| BYU IDAHO | |||||||
| 101 E VIKING ST | REXBURG | ID | 83460 | NONE | PC | SCHOLARSHIP | $2,500 |
| N W NAZARINE UNIVERISTY | |||||||
| 623 UNIVERSITY BLVD | NAMPA | ID | 83686 | NONE | PC | SCHOLARSHIP | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $27,500 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CURRENT YEAR SCHOLARSHIPS | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 812 MAIN AVE N | AddressLine1Txt |
| City | TWIN FALLS | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | SCHOLARSHIP | GrantOrContributionPurposeTxt |
| Amt | $30,709 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $30,709 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 110000 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,548 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 110000 | BusinessCd |
| Unrelated Business Taxbl Incm | $28,347 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $29,895 | UnrelatedBusinessTaxblIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $29,895 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | ALL INCOME IS FROM INVESTMENTS WHICH WAS DONATED AS CORPUS OF THE FOUNDATION. EARNINGS |
| 4 | FROM THE CORPUS AND INTEREST ON THE ACCUMULATION REQUIRED, PROVIDE FUNDS TO PAY |
| 4 | SCHOLARSHIPS FOR COLLEGE STUDENTS. THIS IS THE STATED PURPOSE OF THE FOUNDATION. |
| 3 | SEE ABOVE |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $600 | Amt |
| Net Investment Income | $600 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $600 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $600 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | 90 OF ALL INCOME IS TO BE DISTRIBUTED TO SCHOLARSHIPS LESS NECESSARY EXPENSES/TAXES. SOME FUNDS ARE UNUSED BY THE STUDENTS RETURNED TO THE FOUNDATION AND APPLIED TO LATER YEARS. UNUSED FUNDS FROM ONE YEAR IS CARRIED TO LATER YEARS FOR SCHOLARSHIPS. | ElectionDesc |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | NO DISTRIBUTIONS OUT OF CORPUS | ElectionDesc |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NOT REQUIRED | ExplanationTxt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART XII LINE 4 B 7 C 90 OF ALL INCOME IS DISTRIBUTED TO COLLEGES FOR SCHOLARSHIPS. SOME PAYMENTS AR | FormAndLineReferenceDesc |
| Medium Explanation | PART XII LINE 4 B 7 C 90 OF ALL INCOME IS DISTRIBUTED TO COLLEGES FOR SCHOLARSHIPS. SOME PAYMENTS ARE REFUNDED AND RE DISTRIBUTED THE FOLLOWING YEAR. ANY FUNDS NOT DISTRIBUTED IN THE YEAR FOLLOWING THE YEAR OF RECEIPT ARE DISTRIBUTED IN LATER YEARS. NO DISTRIBUTIONS ARE MADE FROM CORPUS. 10 OF NET INCOME IS RETAIN FOR CORPUS AS REQUIRED BY THE CREATION DOCUMENTS. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY UTILITIES | $100,040 | $133,842 |
| FIDELITY PURITAN | $46,080 | $64,374 |
| FIDELITY EQUITY INCOME | $100,370 | $111,507 |
| ALLSPRINGS CLASSIC VALUE-A | $65,326 | $57,727 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | adjustment in scholarship payables | Desc |
| Amt | $1,614 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAX | CategoryTxt |
| Amt | $414 | Amt |
| Net Investment Income | $414 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $414 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $414 | DisbursementsCharitablePrpsAmt |