SPOTSYLVANIA EDUCATION FOUNDATION: Form 990EZ, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- SPOTSYLVANIA EDUCATION FOUNDATION (EIN 54-1663109)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-01-14
- IRS object ID
- 201130149349200403
- Schema version
- 2009v1.4
- 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 | 2011-01-14T10:00:25-06:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOWLING FRANKLIN & COLLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1207 CHARLES STREET | AddressLine1 |
| City | FREDERICKSBURG | City |
| State | VA | State |
| ZIP Code | 22401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541663109 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPOTSYLVANIA EDUCATION FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SPOT | NameControl |
| Phone | 5408342541 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8020 RIVER STONE DRIVE | AddressLine1 |
| City | FREDERICKSBURG | City |
| State | VA | State |
| ZIP Code | 22407 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | EDLOW BARKER | Name |
| Title | Treasurer | Title |
| Phone | 5408342541 | Phone |
| Date Signed | 2011-01-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT T BISHOP | Name |
| Phone | 5403738973 | Phone |
| Date Prepared | 2011-01-10 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Web Site | N/A | WebSite |
| Organization501c | X | Organization501c |
| Gross Receipts | 117793 | GrossReceipts |
| Contributions Gifts Grants Etc | 70296 | ContributionsGiftsGrantsEtc |
| Program Service Revenue | 7025 | ProgramServiceRevenue |
| Special Events Gross Revenue | 34858 | SpecialEventsGrossRevenue |
| Special Events Direct Expenses | 9658 | SpecialEventsDirectExpenses |
| Special Events Net Income Loss | 25200 | SpecialEventsNetIncomeLoss |
| Other Revenue Total | 5614 | OtherRevenueTotal |
| Total Revenue | 108135 | TotalRevenue |
| Grants And Similar Amounts Paid | 28581 | GrantsAndSimilarAmountsPaid |
| Fees And Oth Pymt To Ind Contractors | 625 | FeesAndOthPymtToIndContractors |
| Printing Publications Postage | 501 | PrintingPublicationsPostage |
| Other Expenses Total | 19523 | OtherExpensesTotal |
| Total Expenses | 49230 | TotalExpenses |
| Excess Or Deficit For Year | 58905 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 213403 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 272308 | NetAssetsOrFundBalancesEOY |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 213403 | BOY |
| EOY | 272308 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 213403 | BOY |
| EOY | 272308 | EOY |
Sum Of Total Liabilities SumOfTotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 213403 | BOY |
| EOY | 272308 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | THE ORGANIZATION IS ORGANIZED AND OPERATED EXCLUSIVELY FOR THE PURPOSE OF IMPROVING EDUCATIONAL PROGRAMS IN SPOTSYLVANIA COUNTY SCHOOLS. TO PROVIDE SUPPORT AND RECOGNITION TO STAFF AND STUDENTS FOR INNOVATIVE PROGRAMS AND PROJECTS THAT ENHANCE THE QUALITY OF EDUCATION IN SPOTSYLVANIA PUBLIC SCHOOLS. TO SEEK PRIVATE FUNDING AND COMMUNITY RESOURCES TO STRENGTHEN THE QUALITY OF INSTRUCTIONAL PROGRAMS IN SPOTSYLVANIA COUNTY SCHOOLS. | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Service Accom | To provide support and recognition to staff and students for innovative programs and projects that enhance the quality of education in Spotsylvania county public schools. | DescriptionProgramServiceAccom |
| Grants And Allocations | 0 | GrantsAndAllocations |
| Program Service Expenses | 46504 | ProgramServiceExpenses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 46504 | TotalProgramServiceExpenses |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (15 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| RONALD HOLMES | ||||||||
| 520 WILLIAM STREET SUITE F | FREDERICKSBURG | VA | 22401 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| SUZANNE SMITH | ||||||||
| 201 COURTLAND LANE | FREDERICKSBURG | VA | 22407 | PRESIDENT | 3.00 | 0 | 0 | 0 |
| DR EDLOW BARKER | ||||||||
| 8020 RIVER STONE DRIVE | FREDERICKSBURG | VA | 22407 | SECRETARY/TREASURER | 2.00 | 0 | 0 | 0 |
| JIM BLACKWELL | ||||||||
| 4250 PLANK ROAD | FREDERICKSBURG | VA | 22407 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| KEVIN FASTABEND | ||||||||
| 10800 A COURTHOUSE RD | FREDERICKSBURG | VA | 22408 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| SARA BRANNER | ||||||||
| 8020 RIVER STONE DRIVE | FREDERICKSBURG | VA | 22407 | DIRECTOR | 2.00 | 0 | 0 | 0 |
| JERRY HILL | ||||||||
| 11909 SMOKETREE BLVD | FREDERICKSBURG | VA | 22407 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| HUGH STEVENS | ||||||||
| 9100 LUCK STONE LANE | FREDERICKSBURG | VA | 22407 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| SEN EDD HOUCK | ||||||||
| PO BOX 7 | SPOTSYLVANIA | VA | 22553 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| AMANDA TALBERT | ||||||||
| 1 GEICO BOULEVARD | FREDERICKSBURG | VA | 22412 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| SCOTT LYONS | ||||||||
| 10321 COLECHESTER STREET | FREDERICKSBURG | VA | 22408 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| DIANA WELLERMAN | ||||||||
| 8123 LEE JACKSON CIRCLE | SPOTSYLVANIA | VA | 22553 | VICE PRESIDENT | 3.00 | 0 | 0 | 0 |
| ALLISON SHEPPARD | ||||||||
| 8020 RIVER STONE DRIVE | FREDERICKSBURG | VA | 22407 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| MARTIN WILDER JR | ||||||||
| 8913 BLVD OF THE GENERALS | SPOTSYLVANIA | VA | 22553 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| PATRICIA WOLFREY | ||||||||
| 8812 MILLWOOD DRIVE | SPOTSYLVANIA | VA | 22553 | DIRECTOR | 1.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | 0 | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | 0 | OrganizationHadUBI |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtc |
| Direct Indirect Political Expend | 0 | DirectIndirectPoliticalExpend |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficers |
| Tax Imposed Under IRC4911 | 0 | TaxImposedUnderIRC4911 |
| Tax Imposed Under IRC4912 | 0 | TaxImposedUnderIRC4912 |
| Tax Imposed Under IRC4955 | 0 | TaxImposedUnderIRC4955 |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTrans |
| Amount Of Tax Imposed On Org Mgr | 0 | AmountOfTaxImposedOnOrgMgr |
| Amount Of Tax Reimbursed By Org | 0 | AmountOfTaxReimbursedByOrg |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SECRETARYTREASURER | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8020 RIVER STONE DRIVE | AddressLine1 |
| City | SPOTSYLVANIA | City |
| State | VA | State |
| ZIP Code | 22407 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5408342500 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Foreign Office | 0 | ForeignOffice |
| Maintain Any Donor Advised Funds | 0 | MaintainAnyDonorAdvisedFunds |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Engage Political Cmpgn Activities | 0 | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | 0 | EngageInLobbyingActivities |
| Operating School | 0 | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | 0 | TrnsfrsExemptNonCharRelatedOrg |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 16399 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 19629 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7850 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11892 | CurrentTaxYearMinus1Year |
| Current Tax Year | 32663 | CurrentTaxYear |
| Total | 88433 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1375 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 63354 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 93378 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 101734 | CurrentTaxYearMinus1Year |
| Current Tax Year | 79516 | CurrentTaxYear |
| Total | 339357 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 17774 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 82983 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 101228 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 113626 | CurrentTaxYearMinus1Year |
| Current Tax Year | 112179 | CurrentTaxYear |
| Total | 427790 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 427790 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 16 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1112 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2703 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5614 | CurrentTaxYear |
| Total | 9450 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 16 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1112 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2703 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5614 | CurrentTaxYear |
| Total | 9450 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 17790 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 82988 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 102340 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 116329 | CurrentTaxYearMinus1Year |
| Current Tax Year | 117793 | CurrentTaxYear |
| Total | 437240 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.97840 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.98800 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.02160 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.01200 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
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 G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Golf Tournament | NameOfEvent1 |
| Gross Receipts Event1 | 34858 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 34858 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 7683 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 1975 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 34858 | GrossReceiptsTotal |
| Gross Revenue Total Events | 34858 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 7683 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 1975 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 9658 | DirectExpenseSummaryEvents |
| Net Income Summary | 25200 | NetIncomeSummary |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract. | Declaration |