SENAH C & C A KENT FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
SENAH C & C A KENT FOUNDATION (EIN 56-6037248)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-04
IRS object ID
202621249349102317
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-04T16:01:43-04:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN920460586PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PWC US TAX LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1301 GRANT STREET 45TH FLOORAddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15219ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN566037248EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TA SENAH C AND C A KENT FDN SCKBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSENABusinessNameControlTxt
Phone8887304933PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 505 MAC H0006-092AddressLine1Txt
CitySAINT LOUISCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63166ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
Person-PersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone8887304933PhoneNum
Signature2026-04-18SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLAURA B STROBELPreparerPersonNm
PTINP01271955PTIN
Phone4123556000PhoneNum
Preparation2026-04-18PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,251,877FMVAssetsEOYAmt

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$65,467DividendsRevAndExpnssAmt
Dividends Net Invst Incm$65,458DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$73,691NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$654,685GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$73,691CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$0NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$139,158TotalRevAndExpnssAmt
Total Net Invst Incm$139,149TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$30,866CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$23,150CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$7,717CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$0OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,341AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$1,341AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$3,060OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl$3,060OtherProfFeesDsbrsChrtblAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$2,483TaxesRevAndExpnssAmt
Taxes Net Invst Incm$617TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm$0PrintingAndPubAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$37,750TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$23,767TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$12,118TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$85,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$85,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$122,750TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$23,767TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$97,118TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$16,408ExcessRevenueOverExpensesAmt
Net Investment Income$115,382NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,845CashBOYAmt
Sav And Temp Cash Invst BOY$71,892SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$90,850SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$90,850SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl EOY$0AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$0AcctRcvblEOYFMVAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Investments BOY$1,701,097OtherInvestmentsBOYAmt
Other Investments EOY$1,703,017OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,161,027OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,775,834TotalAssetsBOYAmt
Total Assets EOY$1,793,867TotalAssetsEOYAmt
Total Assets EOYFMV$2,251,877TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$1,775,834CapitalStockBOYAmt
Capital Stock EOY$1,793,867CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$1,775,834TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,793,867TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,775,834TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,793,867TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,775,834TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$16,408ExcessRevenueOverExpensesAmt
Other Increases$3,046OtherIncreasesAmt
Subtotal$1,795,288SubtotalAmt
Other Decreases$1,421OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,793,867TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (98 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
80. GOLDMAN ACTIVEBETA US LC ETF2019-08-072025-01-23$9,542$4,615$4,927$4,927
225. EMBARK SMALL CAP EQUITY-RTR2024-09-052025-01-23$2,552$2,374$178$178
213. ISHARES CORE S&P TOTAL U.S. ETF2024-09-052025-01-23$28,378$25,725$2,653$2,653
13. VANGUARD MIDCAP VIPER2020-03-252025-01-23$3,591$1,674$1,917$1,917
5249. BAIRD AGGREGATE BOND FUND-INST 722022-04-262025-03-20$51,755$54,005-$2,250-$2,250
4. DODGE & COX STOCK FUND #1452025-01-232025-03-20$1,072$1,089-$17-$17
263. GLDMN SCHS GQG PRT INTL-R6 49462025-01-232025-03-20$5,594$5,313$281$281
582. EMBARK COMMODITY STRAT-RTR2024-04-192025-03-20$6,355$6,297$58$58
46. ISHARES CORE MSCI EMERGING ETF2021-03-262025-03-20$2,539$2,924-$385-$385
279. NYLI MACKAY HIGH YILD CBF-R62025-01-232025-03-20$1,454$1,462-$8-$8
2933.837 PIMCO TOTAL RET FD-INST #352025-03-20$25,495$28,989-$3,494-$3,494
299. PIMCO COMMODITY REAL RET STRAT-I452021-07-282025-03-20$4,267$5,599-$1,332-$1,332
378.364 T ROWE PR OVERSEAS STOCK-I #5212025-01-232025-03-20$5,206$4,923$283$283
1542.636 T ROWE PR OVERSEAS STOCK-I #5212023-05-122025-03-20$21,227$18,465$2,762$2,762
439. TCW EMRG MRKTS INC-PLAN #57212025-03-20$2,906$3,611-$705-$705
60. GOLDMAN ACTIVEBETA US LC ETF2025-03-202025-07-07$7,311$6,682$629$629
3. GOLDMAN ACTIVEBETA US LC ETF2019-08-072025-07-07$366$173$193$193
313. EMBARK SMALL CAP EQUITY-RTR2024-09-052025-07-07$3,412$3,302$110$110
194. ISHARES CORE S&P TOTAL U.S. ETF2025-03-202025-07-07$26,298$24,012$2,286$2,286
10. VANGUARD MIDCAP VIPER2025-03-202025-07-07$2,817$2,619$198$198
407. WILLIAM BLAIR LRG CAP GR-R6 #83792024-09-052025-07-07$12,727$11,579$1,148$1,148
376. BAIRD AGGREGATE BOND FUND-INST 722022-04-262025-07-14$3,674$3,868-$194-$194
18. GOLDMAN ACTIVEBETA US LC ETF2019-08-072025-07-14$2,207$1,038$1,169$1,169
208. EMBARK COMMODITY STRAT-RTR2024-04-192025-07-14$2,246$2,251-$5-$5
59. ISHARES CORE S&P TOTAL U.S. ETF2025-03-202025-07-14$8,066$7,303$763$763
19. ISHARES CORE MSCI EAFE ETF2025-03-202025-07-14$1,578$1,480$98$98
27. ISHARES CORE MSCI EMERGING ETF2021-03-262025-07-14$1,624$1,717-$93-$93
300. NYLI MACKAY HIGH YILD CBF-R62025-07-14$1,560$1,571-$11-$11
145. PIMCO TOTAL RET FD-INST #352022-04-262025-07-14$1,246$1,333-$87-$87
48. PRINCIPAL MIDCAP FUND-R6 #42682025-03-202025-07-14$2,282$2,114$168$168
22. AMEX ENERGY SELECT SPDR2024-09-052025-07-14$1,940$1,946-$6-$6
222. TCW EMRG MRKTS INC-PLAN #57212021-02-242025-07-14$1,470$1,825-$355-$355
46. TOUCHSTONE MID CAP-R6 #3552025-03-202025-07-14$2,620$2,453$167$167
50. WILLIAM BLAIR LRG CAP GR-R6 #83792024-09-052025-07-14$1,565$1,423$142$142
363. GOLDMAN ACTIVEBETA US LC ETF2019-08-072025-08-19$45,715$20,940$24,775$24,775
1751. EMBARK COMMODITY STRAT-RTR2024-04-192025-08-19$18,473$18,946-$473-$473
5914.872 EMBARK SMALL CAP EQUITY-RTR2025-08-19$65,816$62,047$3,769$3,769
546.961 PIMCO COMMODITY REAL RET STRAT-I452025-08-19$7,422$7,236$186$186
2609.498 PIMCO COMMODITY REAL RET STRAT-I452025-08-19$35,411$39,142-$3,731-$3,731
2976.055 T ROWE PR OVERSEAS STOCK-I #5212023-05-122025-08-19$45,653$35,623$10,030$10,030
479. AMEX ENERGY SELECT SPDR2025-08-19$40,652$42,254-$1,602-$1,602
24.84 TOUCHSTONE MID CAP-R6 #3552025-03-202025-08-19$1,420$1,324$96$96
323.16 TOUCHSTONE MID CAP-R6 #3552020-05-072025-08-19$18,478$11,006$7,472$7,472
97. WILLIAM BLAIR LRG CAP GR-R6 #83792024-09-052025-08-19$3,131$2,760$371$371
8851. BAIRD AGGREGATE BOND FUND-INST 722025-11-20$88,421$90,664-$2,243-$2,243
60. GLDMN SCHS GQG PRT INTL-R6 49462023-05-122025-11-20$1,375$1,070$305$305
465. EMBARK COMMODITY STRAT-RTR2024-04-192025-11-20$5,310$5,031$279$279
58. ISHARES CORE S&P TOTAL U.S. ETF2025-08-192025-11-20$8,504$8,146$358$358
224. TCW EMRG MRKTS INC-PLAN #57212025-11-20$1,557$1,845-$288-$288
CAPITAL GAIN DIVIDENDS$22,541P
CAPITAL GAIN DIVIDENDS$22,541P
CAPITAL GAIN DIVIDENDS$22,541P
CAPITAL GAIN DIVIDENDS$22,541P
CAPITAL GAIN DIVIDENDS$22,541P
CAPITAL GAIN DIVIDENDS$22,541P
CAPITAL GAIN DIVIDENDS$22,541P
CAPITAL GAIN DIVIDENDS$22,541P
CAPITAL GAIN DIVIDENDS$22,541P
CAPITAL GAIN DIVIDENDS$22,541P
CAPITAL GAIN DIVIDENDS$22,541P
CAPITAL GAIN DIVIDENDS$22,541P
CAPITAL GAIN DIVIDENDS$22,541P
CAPITAL GAIN DIVIDENDS$22,541P
CAPITAL GAIN DIVIDENDS$22,541P
CAPITAL GAIN DIVIDENDS$22,541P
CAPITAL GAIN DIVIDENDS$22,541P
CAPITAL GAIN DIVIDENDS$22,541P
CAPITAL GAIN DIVIDENDS$22,541P
CAPITAL GAIN DIVIDENDS$22,541P
CAPITAL GAIN DIVIDENDS$22,541P
CAPITAL GAIN DIVIDENDS$22,541P
CAPITAL GAIN DIVIDENDS$22,541P
CAPITAL GAIN DIVIDENDS$22,541P
CAPITAL GAIN DIVIDENDS$22,541P
CAPITAL GAIN DIVIDENDS$22,541P
CAPITAL GAIN DIVIDENDS$22,541P
CAPITAL GAIN DIVIDENDS$22,541P
CAPITAL GAIN DIVIDENDS$22,541P
CAPITAL GAIN DIVIDENDS$22,541P
CAPITAL GAIN DIVIDENDS$22,541P
CAPITAL GAIN DIVIDENDS$22,541P
CAPITAL GAIN DIVIDENDS$22,541P
CAPITAL GAIN DIVIDENDS$22,541P
CAPITAL GAIN DIVIDENDS$22,541P
CAPITAL GAIN DIVIDENDS$22,541P
CAPITAL GAIN DIVIDENDS$22,541P
CAPITAL GAIN DIVIDENDS$22,541P
CAPITAL GAIN DIVIDENDS$22,541P
CAPITAL GAIN DIVIDENDS$22,541P
CAPITAL GAIN DIVIDENDS$22,541P
CAPITAL GAIN DIVIDENDS$22,541P
CAPITAL GAIN DIVIDENDS$22,541P
CAPITAL GAIN DIVIDENDS$22,541P
CAPITAL GAIN DIVIDENDS$22,541P
CAPITAL GAIN DIVIDENDS$22,541P
CAPITAL GAIN DIVIDENDS$22,541P
CAPITAL GAIN DIVIDENDS$22,541P
CAPITAL GAIN DIVIDENDS$22,541P
FieldValueIRS element (for citing)
Capital Gain Net Income$73,691CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,604InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,604SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,604TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,180EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$1,180TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$424TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNCOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1WELLS FARGO BANK NABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8003523705PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1100 N MAIN ST FL 5D4001-052AddressLine1Txt
CityWINSTON SALEMCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27101ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonWELLS FARGO BANK N APersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 N MAIN ST FL 5D4001-052AddressLine1Txt
CityWINSTON SALEMCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27101ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos1AverageHrsPerWkDevotedToPosRt
Compensation$30,866CompensationAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,099,465AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$59,410AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,158,875TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,158,875AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$32,383CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,126,492NetVlNoncharitableAssetsAmt
Minimum Investment Return$106,325MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$106,325MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,604TaxBasedOnInvestmentIncomeAmt
Total Tax$1,604TotalTaxAmt
Distributable Before Adj$104,721DistributableBeforeAdjAmt
Recoveries Qualfied Distri$3,046RecoveriesQualfiedDistriAmt
Distributable Before Ded$107,767DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$107,767DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$97,118ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$97,118QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$107,767DistributableAsAdjustedAmt
Undistributed Income PY$76,797UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$97,118QualifyingDistributionsAmt
Applied To Year1$76,797AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$20,321AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$87,446UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$0ExcessFromYear1Amt
Excess From Current Year$0ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonCENTER FOR SCHOLARSHIP ADMINISTRATIRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line14320-G WADE HAMPTON BLVDAddressLine1Txt
CityTAYLORSCityNm
State AbbreviationSCStateAbbreviationCd
ZIP29687ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8642683363RecipientPhoneNum
Form And Info And MaterialsAPPLY ONLINE AT WWW.CSASCHOLARS.ORG LIST OF ADDITIONAL MATERIALS REQUIRED IS LISTED ON WEBSITE.FormAndInfoAndMaterialsTxt
Submission DeadlinesMUST BE POSTMARKED BY APRIL 30, ANNUALLYSubmissionDeadlinesTxt
Restrictions On AwardsSEE ONLINE WWW.CSASCHOLARS.ORGRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
UNIVERSITY OF MINNESOTATWIN CITTIES
FBO NOAH BLOMQUIST220 MORRILL HALL 100 CHURCH ST SEMINNEAPOLISMN55455NONEISCHOLARSHIP$3,000
UNCCHAPEL HILL
FBO HUAN HUAN CHEN104 AIRPORT DRIVECHAPEL HILLNC27599NONEISCHOLARSHIP$2,000
GROVE CITY COLLEGE
FBO LEAH FORRY100 CAMPUS DRGROVE CITYPA16127NONEISCHOLARSHIP$2,000
UNCCHAPEL HILL
FBO VIVIEN HINES104 AIRPORT DRIVECHAPEL HILLNC27599NONEISCHOLARSHIP$3,000
UNIVERSITY OF WEST GEORGIA
FBO GRACE KATHERINE JAMES1601 MAPLE STCARROLLTONGA30118NONEISCHOLARSHIP$3,000
ST OLAF COLLEGE
FBO AFTON KIRBY1520 ST OLAF AVENORTHFIELDMN55057NONEISCHOLARSHIP$3,000
SOUTHEASTERN BAPTIST THEOLOGICAL SEMINAR
FBO ELISE MOORE120 S WINGATE STWAKE FORESTNC27587NONEISCHOLARSHIP$3,000
UNCCHAPEL HILL
FBO EMMA NORMAN104 AIRPORT DRIVECHAPEL HILLNC27599NONEISCHOLARSHIP$2,000
CARROLL UNIVERSITY
FBO BRAEDEN POSSIN100 N EAST AVEWAUKESHAWI53186NONEISCHOLARSHIP$2,000
FORSYTH TECHNICAL COMMUNITY COLLEGE
FBO CHASIDY RAMIREZ2100 SILAS CREEK PKWYWINSTONSALEMNC27103NONEISCHOLARSHIP$2,000
PRINCETON THEOLOGICAL SEMINARY
FBO JACKSON REYNOLDS64 MERCER STPRINCETONNJ08542NONEISCHOLARSHIP$3,000
UNIVERSITY OF DAYTON
FBO ANNA SALEM300 COLLEGE PARKDAYTONOH45469NONEISCHOLARSHIP$3,000
CLEMSON UNIVERSITY
FBO MADELINE WITBECK105 SIKES HALLCLEMSONSC29634NONEISCHOLARSHIP$3,000
DAVIDSON COLLEGE
BOX 7162DAVIDSONNC280350000NONEPCGENERAL OPERATING$12,750
SALEM ACADEMY COLLEGE
601 S CHURCH STWINSTON SALEMNC271015318NONEPCGENERAL OPERATING$12,750
ST ANDREWS PRESBYTERIAN COLLEGE
1700 DOGWOOD MILE STLAURINBURGNC283525521NONEPCGENERAL OPERATING$12,750
OLD SALEM INCORPORATED
600 S MAIN STWINSTON SALEMNC271015329NONEPCGENERAL OPERATING$4,250
WINSTONSALEM FOUNDATION
751 W FOURTH STREET 200WINSTONSALEMNC271010000NONEPCGENERAL OPERATING$8,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$85,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$65,467ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$73,691ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$139,158ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$139,158TotalIncomeProducingActyAmt
FieldValueIRS element (for citing)
Rln Of Acty To Accom Of Exmpt PrpsRlnOfActyToAccomOfExmptPrpsGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEE (NON-ALLOCCategoryTxt
Amt$1,341Amt
Disbursements Charitable Prps$1,341DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (22 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
89155T490 TOUCHSTONE MID CAP-RAT COST$39,767$68,385
74440Y884 PGIM HIGH YIELD-Q 10AT COST$68,556$64,985
722005667 PIMCO COMMODITY REAL
872365713 TCW EMRG MRKTS INC-PAT COST$96,428$87,856
922908629 VANGUARD MIDCAP VIPEAT COST$72,825$112,315
693390700 PIMCO TOTAL RET FD-IAT COST$87,590$88,100
46434G103 ISHARES CORE MSCI EMAT COST$106,636$110,375
31641Q755 FIDELITY NEW MRKTS IAT COST$46,845$44,678
256219106 DODGE & COX STOCK FUAT COST$78,842$85,550
77956H435 T ROWE PR OVERSEAS S
381430503 GOLDMAN ACTIVEBETA UAT COST$47,878$113,838
464287150 ISHARES CORE S&P TOTAT COST$323,634$611,413
057071854 BAIRD AGGREGATE BONDAT COST$129,788$130,871
38147N269 GLDMN SCHS GQG PRT IAT COST$50,983$63,570
41152J108 EMBARK COMMODITY STRAT COST$57,869$59,058
41152J306 EMBARK SMALL CAP EQU
46432F842 ISHARES CORE MSCI EAAT COST$115,774$135,264
56063N881 NYLI MACKAY HIGH YILAT COST$88,421$87,937
74256W584 PRINCIPAL MIDCAP FUNAT COST$64,908$63,474
81369Y506 AMEX ENERGY SELECT S
969251636 WILLIAM BLAIR LRG CAAT COST$96,020$101,972
4812C0100 JP MORGAN CORE BOND-AT COST$130,253$131,386

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (4 entries)

DescDescAmtAmt
MUTUAL FUND TIMING ADJ$465
ROC ON CY SALES$4
PY RETURN OF CAPITAL ADJUSTMENT$699
TAX LOT BASIS ADJUSTMENT$253

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescRECOVERY OF GRANTS PAIDDesc
Amt$3,046Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategorySCHOLARSHIP ADMIN FEESCategoryTxt
Amt$3,060Amt
Disbursements Charitable Prps$3,060DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$353$353$0
FEDERAL TAX PAYMENT - PRIOR YE$686$0$0
FEDERAL ESTIMATES - PRINCIPAL$1,180$0$0
FOREIGN TAXES ON NONQUALIFIED$264$264$0

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.