ATTLEBORO SCHOLARSHIP FOUNDATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ATTLEBORO SCHOLARSHIP FOUNDATION (EIN 04-6037301)
- Tax period
- 2023-10-01 to 2024-09-30
- Filed
- 2025-03-10
- IRS object ID
- 202520699349300027
- Schema version
- 2023v6.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-03-10T11:04:58-04:00 | ReturnTs |
| Tax Period End | 2024-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 814987490 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DOUCETTE & DOUCETTE CPAS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31 HAYWARD ST STE 2F | AddressLine1Txt |
| City | FRANKLIN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02038 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046037301 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ATTLEBORO SCHOLARSHIP FOUNDATION I | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ATTL | BusinessNameControlTxt |
| Phone | 5082264414 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 89 NORTH MAIN STREET PO BOX 1666 | AddressLine1Txt |
| City | ATTLEBORO | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02703 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT SMITH | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5082264414 | PhoneNum |
| Signature | 2025-03-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DENISE M SMITH CPA | PreparerPersonNm |
| PTIN | P01476230 | PTIN |
| Phone | 5083393078 | PhoneNum |
| Preparation | 2025-03-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SCOTT SMITH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 77 NORTH MAIN STREET | AddressLine1Txt |
| Address Line2 | PO BOX 1666 | AddressLine2Txt |
| City | ATTLEBORO | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,814,472 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WW.ATTLEBOROSCHOLARSHIPFOUNDATION.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1947 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE ORGANIZATION IS THAT NO QUALIFIED ATTLEBORO GRADUATE OF ANY HIGH SCHOOL BE DENIED THE ADVANTAGE OF A HIGHER EDUCATION DUE TO FINANCIAL NEED. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 3 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $617,233 | PYContributionsGrantsAmt |
| CY Contributions Grants | $645,089 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$75,931 | PYInvestmentIncomeAmt |
| CY Investment Income | $366,543 | CYInvestmentIncomeAmt |
| PY Other Revenue | $20,345 | PYOtherRevenueAmt |
| CY Other Revenue | $8,000 | CYOtherRevenueAmt |
| PY Total Revenue | $561,647 | PYTotalRevenueAmt |
| CY Total Revenue | $1,019,632 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $510,825 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $548,725 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $78,950 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $141,556 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $7,793 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $78,778 | PYOtherExpensesAmt |
| CY Other Expenses | $74,278 | CYOtherExpensesAmt |
| PY Total Expenses | $668,553 | PYTotalExpensesAmt |
| CY Total Expenses | $764,559 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$106,906 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $255,073 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,299,741 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,005,717 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,631 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,122 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,295,110 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,000,595 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MISSION OF THE ORGANIZATION IS THAT NO QUALIFIED ATTLEBORO GRADUATE OF ANY HIGH SCHOOL BE DENIED THE ADVANTAGE OF A HIGHER EDUCATION DUE TO FINANCIAL NEED. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $698,312 | ExpenseAmt |
| Grant | $548,725 | GrantAmt |
| Desc | TO PROVIDE SCHOLARSHIPS AND ZERO INTEREST LOANS TO STUDENTS IN THE ATTLEBORO AREA WHO ARE PURSUING A COLLEGE EDUCATION. | Desc |
| Total Program Service Expenses | $698,312 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 3 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicyInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT SMITH TREASURER | PersonNm |
| Phone | 5082264414 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 89 NORTH MAIN STREET | AddressLine1Txt |
| Address Line2 | PO BOX 1666 | AddressLine2Txt |
| City | ATTLEBORO | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02703 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|
| CHERYL VIEIRA EFF 10124 | |||||||
| EXECUTIVE DI | 32.00 | Yes (X) | $65,000 | $0 | $0 | ||
| WENDY HOLT ED THRU 10124 | |||||||
| SECRETARY/EX | 32.00 | Yes (X) | $46,426 | $0 | $0 | Yes (X) | |
| DAVID BENNETT | |||||||
| DIRECTOR | 0.10 | $0 | $0 | $0 | Yes (X) | ||
| DANIEL BLAKE | |||||||
| DIRECTOR | 0.10 | $0 | $0 | $0 | Yes (X) | ||
| RAY DICIACCIO | |||||||
| DIRECTOR | 0.10 | $0 | $0 | $0 | Yes (X) | ||
| ROBERT GAY | |||||||
| DIRECTOR | 0.10 | $0 | $0 | $0 | Yes (X) | ||
| MALCOLM GIVENS | |||||||
| 1ST VICE PRE | 0.10 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| KATHLEEN LALLIER | |||||||
| DIRECTOR | 0.10 | $0 | $0 | $0 | Yes (X) | ||
| ANDREW LARSON | |||||||
| DIRECTOR | 0.10 | $0 | $0 | $0 | Yes (X) | ||
| BONNIE MOORE | |||||||
| PRESIDENT | 0.10 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| CHARLES W OLIVER | |||||||
| ASST. TREASU | 0.10 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| EMILY PIANGERELLI | |||||||
| DIRECTOR | 0.10 | $0 | $0 | $0 | Yes (X) | ||
| PATRICIA RAMSAY | |||||||
| DIRECTOR | 0.10 | $0 | $0 | $0 | Yes (X) | ||
| SCOTT SMITH | |||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | 0.00 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $111,426 | TotalReportableCompFromOrgAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $645,089 | AllOtherContributionsAmt |
| Total Contributions | $645,089 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $134,945 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $134,945 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,026,438 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,794,840 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $231,598 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $231,598 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $231,598 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| SCHOLARSHIP RETURNS | $7,500 | $7,500 |
| BAD DEBT RECOVERY | $500 | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $8,000 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,019,632 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $374,543 | RelatedOrExemptFuncIncomeAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $548,725 | TotalAmt |
| Program Services | $548,725 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,426 | TotalAmt |
| Program Services | $34,820 | ProgramServicesAmt |
| Management And General | $9,285 | ManagementAndGeneralAmt |
| Fundraising | $2,321 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,409 | TotalAmt |
| Program Services | $58,057 | ProgramServicesAmt |
| Management And General | $15,482 | ManagementAndGeneralAmt |
| Fundraising | $3,870 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,065 | TotalAmt |
| Program Services | $6,049 | ProgramServicesAmt |
| Management And General | $1,613 | ManagementAndGeneralAmt |
| Fundraising | $403 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,656 | TotalAmt |
| Program Services | $7,242 | ProgramServicesAmt |
| Management And General | $1,931 | ManagementAndGeneralAmt |
| Fundraising | $483 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,765 | TotalAmt |
| Management And General | $14,765 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,015 | TotalAmt |
| Program Services | $24,011 | ProgramServicesAmt |
| Management And General | $8,004 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,106 | TotalAmt |
| Program Services | $830 | ProgramServicesAmt |
| Management And General | $221 | ManagementAndGeneralAmt |
| Fundraising | $55 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,200 | TotalAmt |
| Program Services | $9,899 | ProgramServicesAmt |
| Management And General | $2,640 | ManagementAndGeneralAmt |
| Fundraising | $661 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,944 | TotalAmt |
| Program Services | $5,958 | ProgramServicesAmt |
| Management And General | $1,986 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $279 | TotalAmt |
| Program Services | $209 | ProgramServicesAmt |
| Management And General | $70 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,620 | TotalAmt |
| Management And General | $1,620 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Total | $3,349 | TotalAmt |
| Program Services | $2,512 | ProgramServicesAmt |
| Management And General | $837 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $764,559 | TotalAmt |
| Program Services | $698,312 | ProgramServicesAmt |
| Management And General | $58,454 | ManagementAndGeneralAmt |
| Fundraising | $7,793 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $779,148 | BOYAmt |
| EOY | $969,948 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $847,686 | BOYAmt |
| EOY | $847,982 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $8,784 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,034 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,028 | BOYAmt |
| EOY | $750 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,671,879 | BOYAmt |
| EOY | $5,187,037 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,299,741 | BOYAmt |
| EOY | $7,005,717 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,631 | BOYAmt |
| EOY | $5,122 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,631 | BOYAmt |
| EOY | $5,122 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,312,058 | BOYAmt |
| EOY | $1,274,909 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,983,052 | BOYAmt |
| EOY | $5,725,686 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,295,110 | BOYAmt |
| EOY | $7,000,595 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,299,741 | BOYAmt |
| EOY | $7,005,717 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $255,073 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $450,412 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $588,920 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $571,369 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $740,223 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $617,233 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $645,089 | CurrentTaxYearAmt |
| Total | $3,162,834 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $136,578 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $142,945 | CurrentTaxYearAmt |
| Total | $279,523 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $588,920 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $571,369 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $740,223 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $753,811 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $788,034 | CurrentTaxYearAmt |
| Total | $3,442,357 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $8,579 | CurrentTaxYearMinus3YearsAmt |
| Total | $8,579 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $8,579 | CurrentTaxYearMinus3YearsAmt |
| Total | $8,579 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $3,433,778 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $77,453 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $68,162 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $63,862 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $116,233 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $134,945 | CurrentTaxYearAmt |
| Total | $460,655 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $77,453 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $68,162 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $63,862 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $116,233 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $134,945 | CurrentTaxYearAmt |
| Total | $460,655 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,237 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,600 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,625 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,345 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,000 | CurrentTaxYearAmt |
| Total | $41,807 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $669,610 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $642,131 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $811,710 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $890,389 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $930,979 | CurrentTaxYearAmt |
| Total | $3,944,819 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.87050 | PublicSupportCY509Pct |
| Public Support PY509 | 0.87540 | PublicSupportPY509Pct |
| Investment Income CY | 0.12000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.11000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III, LINE 12 | FormAndLineReferenceDesc |
| Explanation | SCHOLARSHIP REPAYMENTS 12,750 BAD DEBTS RECOVERED 29,057 | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,040,667 | BeginningYearBalanceAmt |
| Contributions | $466,223 | ContributionsAmt |
| Investment Earnings Or Losses | $784,940 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $558,870 | OtherExpendituresAmt |
| End Year Balance | $5,732,960 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,733,360 | BeginningYearBalanceAmt |
| Contributions | $466,011 | ContributionsAmt |
| Investment Earnings Or Losses | $363,891 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $522,595 | OtherExpendituresAmt |
| End Year Balance | $5,040,667 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,602,666 | BeginningYearBalanceAmt |
| Contributions | $584,525 | ContributionsAmt |
| Investment Earnings Or Losses | -$937,081 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $516,750 | OtherExpendituresAmt |
| End Year Balance | $4,733,360 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.04000 | BoardDesignatedBalanceEOYPct |
| Term Endowment Balance EOY | 0.96000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,784 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,034 | DepreciationAmt |
| Book Value | $750 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $750 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $1,438,029 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $450,412 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $450,412 | RevenueNotReportedAmt |
| Revenue Subtotal | $987,617 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $32,015 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $32,015 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,019,632 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $732,544 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $732,544 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $32,015 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $32,015 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $764,559 | TotalExpensesPerForm990Amt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | COLLEGE SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 534 | RecipientCnt |
| Cash Grant | $548,725 | CashGrantAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 11B | THE FORM 990 IS REVIEWED BY THE TREASURER AND AVAILABLE TO THE ENTIRE BOARD PRIOR TO FILING. |
| FORM 990, PAGE 6, PART VI, LINE 15A | DETERMINED BY THE BOARD. |
| FORM 990, PAGE 6, PART VI, LINE 19 | DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. |
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