Edward L Ballard Memorial Scholarship Fund

990PF • Fiscal year 2012 • EIN 06-6042949

Oct 01, 2011 to Sep 30, 2012 • Filed on Dec 10, 2012

Organization Profile

1525 W Wt Harris Blvd D1114-04428288

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2012 filings • <$500k nonprofits • Source year 2012

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

$7,700

Higher top officer pay than 97% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

-1.5%

Faster asset growth than 44% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

No value available

No valid filing value is available for this score.

Balance Sheet

Liabilities / Assets58th percentile

Assets

Down

$380,384

Down $5,892 (-1.5%) from 2011

Net Assets

$380,384

No earlier filing loaded for comparison.

Liabilities

Flat

Flat from 2011

Revenue And Expenses

Liabilities / RevenueScore unavailable Net MarginScore unavailable

Revenue

No earlier filing loaded for comparison.

Expenses

Down

$17,442

Down $4,314 (-20%) from 2011

Net Income

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2012

Assets$380,384

Liabilities$0

Net Assets$380,384

Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2012

Revenue-

Expenses$17,442

Net Income-

Open 2012 Filing

Jump To

Filing Snapshot

Filing Period: Oct 1, 2011 to Sep 30, 2012
Signed: Dec 10, 2012
Return Version: 2011v1.2

Compensation and Service Providers

Top Officer Pay97th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
WELLS FARGO BANK NA	Trustee	FT	$7,700	-	$7,700

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	NEW YORK UNIVERSITY	SCHOLARSHIP AWARD	PUBLIC EXEMPT	PURCHASE, NY, US	$2,500
Paid Grant	BOSTON UNIVERSITY	SCHOLARSHIP AWARDS	PUBLIC EXEMPT	BOSTON, MA, US	$1,250
Paid Grant	UNIVERSITY OF CONNECTICUT	SCHOLARSHIP AWARD	PUBLIC EXEMPT	StorisManifield, CT, US	$1,250
Paid Grant	PURCHASE COLLEGE	SCHOLARSHIP AWARDS	PUBLIC EXEMPT	PURCHASE, NY, US	$1,250
Paid Grant	UNIVERSITY OF MARLYAND	SCHOLARSHIP AWARD	PUBLIC EXEMPT	COLLEGE PARK, MD, US	$1,250

Filing and Contact Details

Filer

EIN: 06-6042949

Raw XML AppendixShowing 400 of 422 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.

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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	2	29000
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	3	10900
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	4	7275
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	5	30617
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	6	14550
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	7	17636
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	8	18190
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	1	67469
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	4	14520
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	8	30253
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InvestmentsOtherSchedule2/InvestmentsOther/BookValue	4	10
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IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets	0	true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine1	0	WELLS FARGO BANK NA
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber	0	3367478186
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1	0	1 W 4TH STREET
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City	0	WINSTON SALEM
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IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode	0	27101
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IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson	0	true
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals	0	true
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations	0	false
IRS990PF/StatementsRegardingActy4720/InfluenceElection	0	false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation	0	false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments	0	false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose	0	false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson	0	true
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical	0	false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract	0	false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn	0	false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract	0	false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson	0	false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson	0	false
IRS990PF/StatementsRegardingActy4720/TrFailToQualifyAsExceptions	0	false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments	0	false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs	0	false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears	0	false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied	0	false
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials	0	APPLICATIONS/QUESTIONNAIRES AVAILABLE THROUGH NORMAL COMMUNICATION CHANNELS FOR SCHOLARSHIP INFORMATION.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName	0	WELLS FARGO BANK NA
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber	0	8606927200
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine1	0	10 STATE HOUSE SQUARE 2ND FLOOR
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City	0	HARTFORD
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State	0	CT
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode	0	06103
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards	0	NEEDY AND DESERVING RIDGEFIELD HIGH SCHOOL GRADUATING STUDENTS IN THE UPPER 25% OF THE GRADUATING CLASS.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines	0	MAY 1ST ANNUALLY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	0	1250
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	1	1250
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	2	1250
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	3	2500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	4	1250
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	0	SCHOLARSHIP AWARDS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	1	SCHOLARSHIP AWARD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	2	SCHOLARSHIP AWARDS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	3	SCHOLARSHIP AWARD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	4	SCHOLARSHIP AWARD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	0	BOSTON UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	1	UNIVERSITY OF CONNECTICUT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	2	PURCHASE COLLEGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	3	NEW YORK UNIVERSITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	4	UNIVERSITY OF MARLYAND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	0	PUBLIC EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	1	PUBLIC EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	2	PUBLIC EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	3	PUBLIC EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	4	PUBLIC EXEMPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	0	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	1	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	2	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	3	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	4	NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	0	ONE SILBUR WAY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	1	115 N EAGLEVILLE RD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	2	735 ANDERSON HILL ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	3	735 ANDERSON HILL ROAD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	4	FINANCE DEPT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	0	BOSTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	1	StorisManifield
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	2	PURCHASE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	3	PURCHASE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	4	COLLEGE PARK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	0	MA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	1	CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	2	NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	3	NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	4	MD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	0	02215
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	1	06269
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	2	10577
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	3	10577
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	4	20742
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear	0	7500
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO	0	false
IRS990PF/UndistributedIncome/AppliedToCurrentYear	0	353
IRS990PF/UndistributedIncome/AppliedToPriorYears	0	0
IRS990PF/UndistributedIncome/AppliedToYear1	0	9822
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted	0	24184
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g3	0	0
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1	0	0
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2	0	0
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3	0	0
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4	0	0
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5	0	0
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear	0	0
IRS990PF/UndistributedIncome/ExcessFromCurrentYear	0	0
IRS990PF/UndistributedIncome/ExcessFromYear1	0	0
IRS990PF/UndistributedIncome/ExcessFromYear2	0	0
IRS990PF/UndistributedIncome/ExcessFromYear3	0	0
IRS990PF/UndistributedIncome/ExcessFromYear4	0	0
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax	0	0
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome	0	0
IRS990PF/UndistributedIncome/QualifyingDistributions	0	10175
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus	0	0
IRS990PF/UndistributedIncome/TaxableAmount1	0	0
IRS990PF/UndistributedIncome/TaxableAmount2	0	0
IRS990PF/UndistributedIncome/TotalCorpus	0	0
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover	0	0
IRS990PF/UndistributedIncome/TotalForPriorYears	0	0
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus	0	0
IRS990PF/UndistributedIncome/UndistributedIncomeCY	0	23831
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear	0	9822
OtherDecreasesSchedule/OtherDecreases/Amount	0	683
OtherDecreasesSchedule/OtherDecreases/Description	0	MUTUAL FUND POSTING DATE AFTER TYE
OtherIncreasesSchedule/OtherIncreases/Amount	0	948
OtherIncreasesSchedule/OtherIncreases/Amount	1	1
OtherIncreasesSchedule/OtherIncreases/Description	0	MUTUAL FUND TAX EFFECTIVE DATE BEFORE TYE
OtherIncreasesSchedule/OtherIncreases/Description	1	ROUNDING
TaxesSchedule/Taxes/Amount	0	632
TaxesSchedule/Taxes/Amount	1	712
TaxesSchedule/Taxes/Amount	2	140
TaxesSchedule/Taxes/Amount	3	8
TaxesSchedule/Taxes/Category	0	FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/Taxes/Category	1	FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/Taxes/Category	2	FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/Taxes/Category	3	FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/Taxes/DisbursementsCharitablePrps	0	0
TaxesSchedule/Taxes/DisbursementsCharitablePrps	1	0
TaxesSchedule/Taxes/DisbursementsCharitablePrps	2	0
TaxesSchedule/Taxes/DisbursementsCharitablePrps	3	0

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $380,384
Liabilities: $0
Net assets: $380,384
Revenue: -
Expenses: $17,442
Net income: -

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$4.54	$0.00	$4.54	$0.20	$0.33	$0.13
2023Detailed filing. Detailed filing data is available for this year.	$4.66	$0.00	$4.66	$0.44	$0.32	$0.12
2022Detailed filing. Detailed filing data is available for this year.	$4.55	$0.00	$4.55	$0.08	$0.33	$0.25
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.	$4.80	$0.00	$4.80	$0.29	$0.32	$0.02
2020Import issue. A filing source exists for this year, but detailed import did not complete cleanly.	$4.82	$0.00	$4.82	$0.30	$0.30	$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$4.88	$0.00	$4.88	$0.48	$0.33	$0.15
2015Summary only. Only limited summary data is available for this year.	$4.17	$0.00		$0.50	$0.45	$0.05
2014Summary only. Only limited summary data is available for this year.	$4.12	$0.00		$0.55	$0.25	$0.30
2013Summary only. Only limited summary data is available for this year.	$3.82	$0.00		$0.30	$0.29	$0.01
2012Detailed filing. Detailed filing data is available for this year.	$3.80	$0.00	$3.80		$0.17
2011Summary only. Only limited summary data is available for this year.	$3.86	$0.00		$0.42	$0.22	$0.20