Civic Intelligence

Winchester Scholarship Foundation

EIN 04-6038611 • 501(c)3 • Winchester, MA

Pub. 78 Eligible

Profile

Awarding of scholarships.

PO Box 174Winchester, MA 01890

winchestersf.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

7th percentile

0.00x

Higher debt load relative to assets than 7% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

9th percentile

0.00x

Higher debt load relative to revenue than 9% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

94th percentile

71%

Higher net margin than 94% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

74th percentile

14%

Faster asset growth than 74% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

91st percentile

96%

Faster revenue growth than 91% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$15,256,904

Up $1,827,325 (+14%) from 2023

Liabilities

Down

$5,995

Down $5 (-0.1%) from 2023

Net Assets

Up

$15,250,909

Up $1,827,330 (+14%) from 2023

Operations
Liabilities / Revenue9th percentileNet Margin94th percentile

Revenue

Up

$1,737,947

Up $853,117 (+96%) from 2023

Expenses

Up

$506,230

Up $22,182 (+4.6%) from 2023

Net Income

Up

$1,231,717

Up $830,935 (+207%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth74th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0Assets 2010: $4,393,948Liabilities 2010: $0Net Assets 2010: $4,393,9482010Assets 2011: $5,538,613Liabilities 2011: $0Net Assets 2011: $5,538,6132011Assets 2012: $5,616,206Liabilities 2012: $113,066Net Assets 2012: $5,503,1402012Assets 2013: $7,333,839Liabilities 2013: $0Net Assets 2013: $7,333,8392013Assets 2014: $8,661,764Liabilities 2014: $12,000Net Assets 2014: $8,649,7642014Assets 2015: $8,696,624Liabilities 2015: $12,000Net Assets 2015: $8,684,6242015Assets 2016: $8,249,580Liabilities 2016: $24,000Net Assets 2016: $8,225,5802016Assets 2018: $9,445,724Liabilities 2018: $18,350Net Assets 2018: $9,427,3742018Assets 2019: $9,606,106Liabilities 2019: $6,000Net Assets 2019: $9,600,1062019Assets 2020: $9,736,961Liabilities 2020: $12,000Net Assets 2020: $9,724,9612020Assets 2021: $13,405,036Liabilities 2021: $18,000Net Assets 2021: $13,387,0362021Assets 2022: $12,307,346Liabilities 2022: $12,000Net Assets 2022: $12,295,3462022Assets 2023: $13,429,579Liabilities 2023: $6,000Net Assets 2023: $13,423,5792023Assets 2024: $15,256,904Liabilities 2024: $5,995Net Assets 2024: $15,250,9092024

Highlighted filing

2024

Assets$15,256,904
Liabilities$5,995
Net Assets$15,250,909
Open 2024 Filing

Operations Trend

Revenue Growth91st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $276,0412010Expenses 2011: $282,1032011Revenue 2012: $522,963Expenses 2012: $275,710Net Income 2012: $247,2532012Revenue 2013: $997,708Expenses 2013: $308,440Net Income 2013: $689,2682013Revenue 2014: $442,146Expenses 2014: $355,162Net Income 2014: $86,9842014Revenue 2015: $346,373Expenses 2015: $375,262Net Income 2015: -$28,8892015Revenue 2016: $493,842Expenses 2016: $346,297Net Income 2016: $147,5452016Revenue 2018: $506,513Expenses 2018: $406,046Net Income 2018: $100,4672018Revenue 2019: $647,022Expenses 2019: $492,241Net Income 2019: $154,7812019Revenue 2020: $428,616Expenses 2020: $475,378Net Income 2020: -$46,7622020Revenue 2021: $554,472Expenses 2021: $471,706Net Income 2021: $82,7662021Revenue 2022: $769,847Expenses 2022: $508,351Net Income 2022: $261,4962022Revenue 2023: $884,830Expenses 2023: $484,048Net Income 2023: $400,7822023Revenue 2024: $1,737,947Expenses 2024: $506,230Net Income 2024: $1,231,7172024

Highlighted filing

2024

Revenue$1,737,947
Expenses$506,230
Net Income$1,231,717
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,256,904
Liabilities
$5,995
Net assets
$15,250,909
Revenue
$1,737,947
Expenses
$506,230
Net income
$1,231,717
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$15.3$0.01$15.3$1.74$0.51$1.23
2023Detailed filing. Detailed filing data is available for this year.$13.4$0.01$13.4$0.88$0.48$0.40
2022Detailed filing. Detailed filing data is available for this year.$12.3$0.01$12.3$0.77$0.51$0.26
2021Detailed filing. Detailed filing data is available for this year.$13.4$0.02$13.4$0.55$0.47$0.08
2020Detailed filing. Detailed filing data is available for this year.$9.74$0.01$9.72$0.43$0.48$0.05
2019Detailed filing. Detailed filing data is available for this year.$9.61$0.01$9.60$0.65$0.49$0.15
2018Detailed filing. Detailed filing data is available for this year.$9.45$0.02$9.43$0.51$0.41$0.10
2016Detailed filing. Detailed filing data is available for this year.$8.25$0.02$8.23$0.49$0.35$0.15
2015Detailed filing. Detailed filing data is available for this year.$8.70$0.01$8.68$0.35$0.38$0.03
2014Detailed filing. Detailed filing data is available for this year.$8.66$0.01$8.65$0.44$0.36$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.33$0.00$7.33$1.00$0.31$0.69
2012Summary only. Only limited summary data is available for this year.$5.62$0.11$5.50$0.52$0.28$0.25
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.54$0.00$5.54$0.28
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.39$0.00$4.39$0.28
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 15, 2026
Return Version
2023v6.0
Gross Receipts
$2,507,967
Mission and Program Overview

Mission

Awarding of scholarships.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$11,616,479$12,718,120▲ $1,101,641
Cash and Non-Interest-Bearing Accounts$223,405$838,491▲ $615,086
Savings and Temporary Cash Investments$78,150$102,470▲ $24,320
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$13,429,579$15,256,904▲ $1,827,325
Other Assets Total$1,511,545$1,597,823▲ $86,278
Liabilities
Accounts Payable and Accrued Expenses$6,000$5,995▼ $5
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$6,000$5,995▼ $5
Net Assets / Fund Balance
Net Assets With Donor Restrictions$11,940,391$13,507,672▲ $1,567,281
Net Assets Without Donor Restrictions$1,483,188$1,743,237▲ $260,049
Total Net Assets Fund Balance$13,423,579$15,250,909▲ $1,827,330
Total Liabilities and Net Assets / Fund Balance$13,429,579$15,256,904▲ $1,827,325

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$1,597,823--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$8,397,425$146,293▲ $1,279,158-$9,509,318
2022$7,753,526$136,309▲ $789,644-$8,397,425
2021$8,549,830$135,933▼ $648,715-$7,753,526
2020$6,279,907$59,250▲ $2,424,319-$8,549,830
2019$6,258,402$54,650▲ $369,319-$6,279,907
Compensation and Service Providers
Top Officer Pay15th percentile

Board Members and Trustees

NameTitle
Stephanie AltavillaPresident
Michael RauseoAssistant Vice President
Karen GarrettVice President
Alan MacDonaldTrustee
David DonahueTrustee
James R WillingTrustee
Michael HoulahanAssistant Treasurer
Bernadette KearneySecretary
Lesley SantiniTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$178,009
Program Service Revenue
$0
Investment Income
$1,559,938
Other Revenue
$0
All Other Contributions
$178,009
Change in Net Assets
$1,231,717

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,737,947
Revenue Not Reported on Form 990
$595,613
Total Revenue per Audited Statements
$2,333,560
Total Revenue per Form 990
$1,737,947
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$475,945
Other Expenses$30,285
Total Fundraising Expense$1,889
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$475,945--$475,945
Fees for Services Accounting-$21,750-$21,750
Office Expenses-$3,402-$3,402
Fees for Services Other-$1,224-$1,224
Insurance-$724-$724
Interest-$520-$520
Other Expenses-$78$1,889$78
Total Functional Expenses$475,945$28,396$1,889$506,230

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$506,230
Total Expenses per Audited Statements$506,230
Total Expenses per Form 990$506,230
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

FORM 990, PART VI, SECTION A, LINE 6:

“The organization has members.”

FORM 990, PART VI, SECTION A, LINE 7A:

“The organization has members who have the power to elect or appoint one or more members of the governing body.”

FORM 990, PART VI, SECTION A, LINE 7B:

“Governance decisions are made by the members.”

FORM 990, PART VI, SECTION B, LINE 11B:

“The form 990 is reviewed by the treasurer.”

FORM 990, PART VI, SECTION C, LINE 19:

“All documents are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Winchester Scholarship Foundation
EIN
04-6038611
In Care Of
% LESLEY SANTINI
Phone
7817212188
Address
PO Box 174, Winchester, MA 01890

Signing Officer

Name
Lesley Santini
Title
Treasurer
Phone
7817212188
Signed
2026-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lesley Santini
Formed
1945
Legal Domicile
Ma
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
15

Preparer

Firm
Withumsmithbrownpc
Address
25 BURLINGTON MALL ROAD SUITE 350, BURLINGTON, MA 01803
Preparer
Israel Tannenbaum
Phone
7813216065
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The process has not changed from prior years.”

Form 990, Part XI, Line 9:

“OTHER CHANGES IN NET ASSETS OR FUND BALANCES Unrealized gain beneficial interests in perpetual trusts $86,278”

FORM 990, PART B, REASON FOR AMENDED RETURN AND LIST OF CHANGES:

“Form 990 is being amended for the finalization of the audit. The following parts of the return have been updated: form 990 part i form 990 part iii form 990 part viii form 990 part ix form 990 part x form 990 part xi form 990 part xii schedule d part v schedule d part xi schedule d part xiii schedule i part iii”

Financial Statement Notes

PART X, LINE 2:

“As a not-for-profit entity exempt from income taxes, the Organization may, however, be subject to tax on unrelated business income. U.S. GAAP requires an entity to assess the probability that a tax position has a "more likely than not" sustainability after review by tax authorities. If a tax position is deemed not to meet this threshold, any unrecognized tax benefits and costs are estimated and recognized. Tax returns are routinely open for review by the tax authorities for three years from their due date. In certain circumstances, the statute of limitations may remain open indefinitely. As of June 30, 2024 and 2023, there were no uncertain tax positions, reviews/audits of information, or interest/penalties.”

PART XI, LINE 2D:

“Unrealized gain on beneficial interests in perpetual trusts $86,278”

Raw XML AppendixShowing 400 of 513 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/GrantAmt0475945
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IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0475945
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0475945
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IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01981966
IRS990/GrossReceiptsAmt02507967
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
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IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InfoInScheduleOPartXInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt0724
IRS990/InsuranceGrp/TotalAmt0724
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt0520
IRS990/InterestGrp/TotalAmt0520
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0347992
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0347992
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
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IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt011616479
IRS990/InvestmentsPubTradedSecGrp/EOYAmt012718120
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0770020
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0AWARDING OF SCHOLARSHIPS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt013423579
IRS990/NetAssetsOrFundBalancesEOYAmt015250909
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01211946
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01211946
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0509335
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01483188
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01743237
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03402
IRS990/OfficeExpensesGrp/TotalAmt03402
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01511545
IRS990/OtherAssetsTotalGrp/EOYAmt01597823
IRS990/OtherChangesInNetAssetsAmt086278
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0POSTAGE
IRS990/OtherExpensesGrp/Desc1CUSTODIAL FEES
IRS990/OtherExpensesGrp/Desc2FOREIGN TAXES
IRS990/OtherExpensesGrp/FundraisingAmt01889
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0698
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt178
IRS990/OtherExpensesGrp/TotalAmt01889
IRS990/OtherExpensesGrp/TotalAmt1698
IRS990/OtherExpensesGrp/TotalAmt278
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IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0LESLEY SANTINI
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0291204
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0449500
IRS990/PYInvestmentIncomeAmt0593626
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt034548
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0400782
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0484048
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0884830
IRS990/QuidProQuoContributionsInd0false
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IRS990/ReconcilationRevenueExpnssAmt01231717
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IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
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IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt078150
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0102470
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0178009
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0291204
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0257039
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0196425
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0176334
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01099011
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0347992
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0287386
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0279378
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0242076
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0236998
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01393830
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.41875
IRS990ScheduleA/PublicSupportPY170Pct00.45270
IRS990ScheduleA/PublicSupportTotal170Amt01043868
IRS990ScheduleA/SubstantialContributorsTotAmt055143
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0178009
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0291204
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0257039
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0176334
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01099011
IRS990ScheduleA/TotalSupportAmt02492841
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt08397425
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0146293
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt09509318
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0313558
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01279158
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt07753526
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0136309
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt08397425
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0282054
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0789644
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt08549830
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0135933
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt07753526
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0283522
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-648715
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt06279907
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt059250
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt08549830
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0213646
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02424319
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt06258402
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt054650
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt06279907
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0402464
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0369319
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesSubtotalAmt0506230
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0509335
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01597823
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0INTERESTS IN PERPETUAL TRUSTS
IRS990ScheduleD/OtherRevenueAmt086278
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueNotReportedAmt0595613
IRS990ScheduleD/RevenueSubtotalAmt01737947
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0As a not-for-profit entity exempt from income taxes, the Organization may, however, be subject to tax on unrelated business income. U.S. GAAP requires an entity to assess the probability that a tax position has a "more likely than not" sustainability after review by tax authorities. If a tax position is deemed not to meet this threshold, any unrecognized tax benefits and costs are estimated and recognized. Tax returns are routinely open for review by the tax authorities for three years from their due date. In certain circumstances, the statute of limitations may remain open indefinitely. As of June 30, 2024 and 2023, there were no uncertain tax positions, reviews/audits of information, or interest/penalties.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Unrealized gain on beneficial interests in perpetual trusts $86,278
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D:

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