HENRY K & EVELYN REITNAUER SCHOLARSHIP FUND: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- HENRY K & EVELYN REITNAUER SCHOLARSHIP FUND (EIN 23-2214468)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-16
- IRS object ID
- 202611069349100936
- 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
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-16T14:01:41-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 WESTMINSTER ST STE 800 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | 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 | 232214468 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HENRY K AND EVELYN REITNAUER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | REIT | BusinessNameControlTxt |
| Phone | 8443823122 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 919798 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 328919798 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRUIST BANK | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8443823122 | PhoneNum |
| Signature | 2026-04-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD RALEIGH | PreparerPersonNm |
| PTIN | P00382844 | PTIN |
| Phone | 4014573839 | PhoneNum |
| Preparation | 2026-04-06 | PreparationDt |
| 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 | $1,883,581 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $43,949 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $43,631 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $82,272 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,089,865 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $82,272 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $126,221 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $125,903 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $13,555 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,778 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,777 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,477 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $413 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $17,532 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,191 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,277 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $51,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $51,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $68,532 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,191 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $59,277 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $57,689 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $118,712 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $450 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $102,054 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $95,412 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $95,412 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Bonds BOY | $244,468 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $262,903 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $265,288 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,160,754 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,206,925 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,522,881 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,507,726 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,565,240 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,883,581 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,507,726 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,565,240 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,507,726 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,565,240 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,507,726 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,565,240 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,507,726 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $57,689 | ExcessRevenueOverExpensesAmt |
| Other Increases | $345 | OtherIncreasesAmt |
| Subtotal | $1,565,760 | SubtotalAmt |
| Other Decreases | $520 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,565,240 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (80 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 375. ISHARES CORE TOTAL US BOND MKT ETF | 2024-01-12 | 2025-01-10 | $35,989 | $37,175 | -$1,186 | -$1,186 | |
| 113. ISHARES CORE TOTAL US BOND MKT ETF | 2024-07-29 | 2025-01-10 | $10,845 | $11,120 | -$275 | -$275 | |
| 195. ISHARES CORE TOTAL US BOND MKT ETF | 2023-12-15 | 2025-01-10 | $18,714 | $19,270 | -$556 | -$556 | |
| 854. ISHARES 5-10Y INV GRADE CORP ETF | 2024-10-08 | 2025-01-10 | $43,523 | $45,231 | -$1,708 | -$1,708 | |
| 1600.558 GQG PART EMERG MKTS EQ-INST | 2022-06-10 | 2025-02-24 | $26,137 | $22,841 | $3,296 | $3,296 | |
| 259. ISHARES 20 PLUS YEAR TREASURY BD ETF | 2024-07-29 | 2025-03-31 | $23,549 | $24,185 | -$636 | -$636 | |
| 222. ISHARES 20 PLUS YEAR TREASURY BD ETF | 2025-01-10 | 2025-03-31 | $20,185 | $18,968 | $1,217 | $1,217 | |
| 2084.149 JOHCM INTERNATIONAL SEL-INST | 2022-03-04 | 2025-04-01 | $48,186 | $50,256 | -$2,070 | -$2,070 | |
| 287. ISHARES 20 PLUS YEAR TREASURY BD ETF | 2025-01-10 | 2025-04-04 | $26,791 | $24,522 | $2,269 | $2,269 | |
| 194. ISHARES 20 PLUS YEAR TREASURY BD ETF | 2023-10-26 | 2025-04-04 | $18,110 | $16,231 | $1,879 | $1,879 | |
| 804. ISHARES BARCLAYS 1-3 YR TREASURY BD | 2025-01-10 | 2025-04-07 | $66,509 | $65,832 | $677 | $677 | |
| 351. T ROWE PRICE INTEGRATED U.S. | 2024-10-10 | 2025-04-09 | $13,657 | $16,708 | -$3,051 | -$3,051 | |
| 570. VANGUARD INTL EQUITY IDX EMR MKT ETF | 2025-02-24 | 2025-04-09 | $22,880 | $26,102 | -$3,222 | -$3,222 | |
| 367. ISHARES BARCLAYS 3-7 YR TREASURY BD | 2025-03-31 | 2025-05-13 | $42,996 | $43,381 | -$385 | -$385 | |
| 75.072 ARTISAN INTL VALUE FUND-INS | 2025-04-09 | 2025-05-27 | $3,900 | $3,560 | $340 | $340 | |
| 32.7 COHEN & STEERS INSTL RLTY SHRS | 2024-07-29 | 2025-05-27 | $1,600 | $1,577 | $23 | $23 | |
| 42.699 DFA US SMALL CAP PORTFOLIO | 2022-03-04 | 2025-05-27 | $2,000 | $1,856 | $144 | $144 | |
| 70.68 EATON VANCE-ATLANTA SMID-R6 | 2022-09-26 | 2025-05-27 | $2,900 | $2,409 | $491 | $491 | |
| 107.768 GOLDMAN SACHS GQP PRT INTL-R6 | 2025-04-01 | 2025-05-27 | $2,400 | $2,288 | $112 | $112 | |
| 122.06 HARTFORD DVDND & GRWTH-F | 2024-01-12 | 2025-05-27 | $4,100 | $3,955 | $145 | $145 | |
| 34. ISHARES CORE S&P 500 ETF | 2025-03-25 | 2025-05-27 | $20,165 | $19,650 | $515 | $515 | |
| 15. ISHARES S&P 500 VALUE ETF | 2024-01-12 | 2025-05-27 | $2,843 | $2,603 | $240 | $240 | |
| 40. FBO CURRAN/TALLEY 20016 | 2024-10-08 | 2025-05-27 | $2,231 | $2,067 | $164 | $164 | |
| 82. VANGUARD RUSSELL 1000 GROWTH ETF | 2024-10-08 | 2025-05-27 | $8,427 | $7,925 | $502 | $502 | |
| 868. HARTFORD DVDND & GRWTH-F | 2020-06-30 | 2025-05-29 | $29,087 | $26,622 | $2,465 | $2,465 | |
| 334. VANGUARD RUSSELL 1000 GROWTH ETF | 2024-10-08 | 2025-06-02 | $34,508 | $32,279 | $2,229 | $2,229 | |
| 49. VANGUARD RUSSELL 1000 GROWTH ETF | 2025-04-09 | 2025-06-02 | $5,063 | $4,103 | $960 | $960 | |
| 973.494 DFA US SMALL CAP PORTFOLIO | 2020-10-30 | 2025-06-03 | $45,608 | $33,053 | $12,555 | $12,555 | |
| 2487.232 GOLDMAN SACHS GQP PRT INTL-R6 | 2025-04-01 | 2025-06-03 | $55,515 | $52,459 | $3,056 | $3,056 | |
| 295.996 FULLERTHALER BEHAVIORAL SMID COR-R6 | 2025-06-03 | 2025-06-09 | $10,866 | $10,756 | $110 | $110 | |
| 50. ISHARES CORE S&P 500 ETF | 2025-03-25 | 2025-06-09 | $30,162 | $28,897 | $1,265 | $1,265 | |
| 335. ISHARES S&P 500 VALUE ETF | 2024-01-12 | 2025-06-09 | $64,381 | $58,139 | $6,242 | $6,242 | |
| 801. STTE STRT SPDR BLMBRG 1-3 MTH T-BILL | 2025-04-07 | 2025-07-08 | $73,296 | $73,296 | |||
| 27. VANGUARD RUSSELL 1000 GROWTH ETF | 2025-04-09 | 2025-07-08 | $2,951 | $2,261 | $690 | $690 | |
| 273. VANGUARD RUSSELL 1000 GROWTH ETF | 2023-09-19 | 2025-07-08 | $29,833 | $21,109 | $8,724 | $8,724 | |
| 580.417 ARTISAN INTL VALUE FUND-INS | 2025-04-09 | 2025-12-23 | $31,308 | $28,278 | $3,030 | $3,030 | |
| 1318.603 ARTISAN INTL VALUE FUND-INS | 2023-06-23 | 2025-12-23 | $71,125 | $57,359 | $13,766 | $13,766 | |
| 224.564 EATON VANCE-ATLANTA SMID-R6 | 2025-06-09 | 2025-12-23 | $8,484 | $9,151 | -$667 | -$667 | |
| 1675.591 EATON VANCE-ATLANTA SMID-R6 | 2020-06-30 | 2025-12-23 | $63,304 | $56,427 | $6,877 | $6,877 | |
| 444. ISHARES CORE TOTAL US BOND MKT ETF | 2024-07-29 | 2025-12-30 | $44,414 | $43,692 | $722 | $722 | |
| CAPITAL GAIN DIVIDENDS | $21,323 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,323 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,323 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,323 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,323 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,323 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,323 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,323 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,323 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,323 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,323 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,323 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,323 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,323 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,323 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,323 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,323 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,323 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,323 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,323 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,323 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,323 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,323 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,323 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,323 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,323 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,323 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,323 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,323 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,323 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,323 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,323 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,323 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,323 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,323 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,323 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,323 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,323 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,323 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,323 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $82,272 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,650 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,650 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,650 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,236 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,236 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $414 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUIST BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6103712091 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 919798 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32891 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRUIST BANK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 919798 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32891 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 5 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $13,555 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,716,020 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $67,855 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,783,875 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,783,875 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,758 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,757,117 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $87,856 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $87,856 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,650 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,650 | TotalTaxAmt |
| Distributable Before Adj | $86,206 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $86,206 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $86,206 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $59,277 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $59,277 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $86,206 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $193 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $59,277 | QualifyingDistributionsAmt |
| Applied To Year1 | $193 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $59,084 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $27,122 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Guidance Dept Boyertown Area Scho | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 911 Montgomery Ave | AddressLine1Txt |
| City | Boyertown | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19512 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6103697408 | RecipientPhoneNum |
| Form And Info And Materials | Applications shall be submitted in writing to the scholarship committee | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | Submitted annually for the following year | SubmissionDeadlinesTxt |
| Restrictions On Awards | Minimum $1,000, 80% of tuition, room board to a maximum of $5,000 | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ABIGAIL DAWSON CO KUTZTOWN UNIVERSITY | ||||||||
| PO BOX 730 | KUTZTOWN | PA | 19530 | NONE | I | SCHOLARSHIP | $3,000 | |
| ALEXIS DAWSON CO KUTZTOWN UNIVERSITY | ||||||||
| PO BOX 730 | KUTZTOWN | PA | 19530 | NONE | I | SCHOLARSHIP | $3,000 | |
| AVA GAISBAUER CO MONTGOMERY CNTY COMM | ||||||||
| 340 DEKALB PIKE | BLUE BELL | PA | 19422 | NONE | I | SCHOLARSHIP | $3,000 | COLLEGE |
| BRIANNA HARRINGTON CO ALVERNIA UNIV | ||||||||
| 400 SAINT BERNARDINE ST | READING | PA | 19607 | NONE | I | SCHOLARSHIP | $3,000 | |
| CHEYENNE ULMER CO KUTZTOWN UNIVERSITY | ||||||||
| PO BOX 730 | KUTZTOWN | PA | 19530 | NONE | I | SCHOLARSHIP | $3,000 | |
| GABRIELLA TAYLOR CO WEST CHESTER UNIV | ||||||||
| 25 UNIVERSITY AVE SUITE 50 | WEST CHESTER | PA | 19383 | NONE | I | SCHOLARSHIP | $3,000 | |
| GINA BARTOLUCCI CO BLOOMSBURG UNIV | ||||||||
| 400 EAST SECOND ST | BLOOMSBURG | PA | 17815 | NONE | I | SCHOLARSHIP | $3,000 | |
| GRACE MCLAUGHLIN CO ALVERNIA UNIVERSITY | ||||||||
| 400 SAINT BERNARDINE ST | READING | PA | 19607 | NONE | I | SCHOLARSHIP | $3,000 | |
| KAITLYN WILDE CO WV UNIVERSITY | ||||||||
| PO BOX 6004 | MORGANTOWN | WV | 26506 | NONE | I | SCHOLARSHIP | $3,000 | |
| KENDALL RINEWALT CO SLIPPERY ROCK UNIV | ||||||||
| 108 MALTBY AVE STE 107 | SLIPPERY ROCK | PA | 16057 | NONE | I | SCHOLARSHIP | $3,000 | |
| LACIE HICKMAN CO READING HOSPITAL | ||||||||
| 1025 OLD WYOMISSING RD | READING | PA | 19611 | NONE | I | SCHOLARSHIP | $3,000 | |
| LUKE SODA CO MONTGOMERY CNTY COMMUNITY | ||||||||
| 340 DEKALB PIKE | BLUE BELL | PA | 19422 | NONE | I | SCHOLARHSIP | $3,000 | COLLEGE |
| OLIVIA BARBARY CO MILLERSVILLE UNIV | ||||||||
| PO BOX 1002 | MILLERSVILLE | PA | 17551 | NONE | I | SCHOLARSHIP | $3,000 | |
| PRISCILLA FRONHEISER -MONTGOMERY COUNTY | ||||||||
| 340 DEKALB PIKE | BLUE BELL | PA | 19422 | NONE | I | SCHOLARSHIP | $3,000 | COMMUNITY COLLEGE |
| REBECCA ROHRBACH CO BLOOMSBURG UNIV | ||||||||
| 400 EAST SECOND ST | BLOOMSBURG | PA | 17815 | NONE | I | SCHOLARSHIP | $3,000 | |
| TIA RYAN CO SYRACUSE UNIVERISTY BURSAR | ||||||||
| 119 BOWNE HALL | SYRACUSE | NY | 13244 | NONE | I | SCHOLARSHIP | $3,000 | |
| TOWNSEND JACKSON CO SUSQUEHANNA UNIV | ||||||||
| 514 UNIVERSITY AVE | SELINSGRIVE | PA | 17870 | NONE | I | SCHOLARSHIP | $3,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $51,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $43,949 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $82,272 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $126,221 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $126,221 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,500 | Amt |
| Disbursements Charitable Prps | $1,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 464287432 ISHARES 20+ YEAR TRE | $69,921 | $70,425 |
| 464287226 ISHARES CORE US AGGR | $130,513 | $132,840 |
| 464287440 ISHARES 7-10 YEAR TR | $62,469 | $62,023 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (18 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 233203843 DFA US SMALL CAP POR | |||
| 277902235 EATON VANCE ATLANTA | |||
| 256210105 DODGE & COX INCOME F | AT COST | $239,712 | $243,721 |
| 41664T669 HARTFORD DIVIDEND & | AT COST | $80,025 | $101,625 |
| 46653M849 JOHCM INTERNATIONAL | |||
| 00771X419 GQG PARTNERS EMERGIN | |||
| 464287200 ISHARES CORE S&P 500 | AT COST | $307,312 | $495,212 |
| 87283A102 T. ROWE PRICE QM US | |||
| 92206C680 VANGUARD RUSSELL 100 | AT COST | $77,328 | $149,874 |
| 04314H857 ARTISAN INTERNATIONA | |||
| 19247U106 COHEN & STEERS INSTI | AT COST | $35,732 | $37,572 |
| 464287408 ISHARES S&P 500 VALU | |||
| 464288638 ISHARES 5-10 YEAR IN | |||
| 921943858 VANGUARD FTSE DEVELO | AT COST | $116,114 | $134,186 |
| 14064D451 FULLERTHALER BEHAVIO | AT COST | $66,682 | $69,534 |
| 233203371 DFA INTERNATIONAL CO | AT COST | $171,130 | $178,584 |
| 922040845 VANGUARD INSTL INDEX | AT COST | $73,350 | $73,393 |
| 922908629 VANGUARD INDEX FUND | AT COST | $39,540 | $39,180 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2025 TRANSACTIONS POSTED IN 2026 | $259 |
| COST BASIS ADJUSTMENT | $261 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2024 TRANSACTIOSN POSTED IN 2025 | Desc |
| Amt | $345 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $828 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $1,236 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $343 | $343 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $70 | $70 | $0 |
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