Civic Intelligence

James B Lee Jr Scholarship Fund In

EIN 20-5269657 • 501(c)3 • Southampton, NY

Profile

To further charitable and educational purposes by providing scholarships to individuals for study at a college, university, or vocational school.

P O Box 1366Southampton, NY 11969-1366

n/A

Siviq Scores

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

Liabilities / Assets

71st percentile

0.01x

Higher debt load relative to assets than 71% of similar nonprofits.

NTEE B82 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

76th percentile

0.03x

Higher debt load relative to revenue than 76% of similar nonprofits.

NTEE B82 • $1M-$5M nonprofits • Source year 2024

Net Margin

56th percentile

25%

Higher net margin than 56% of similar nonprofits.

NTEE B82 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

62nd percentile

$0

Higher top officer pay than 62% of similar nonprofits.

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

NTEE B82 • $1M-$5M nonprofits • Source year 2024

Asset Growth

80th percentile

23%

Faster asset growth than 80% of similar nonprofits.

NTEE B82 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

46th percentile

16%

Faster revenue growth than 46% of similar nonprofits.

NTEE B82 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$3,701,751

Up $699,752 (+23%) from 2023

Liabilities

Up

$22,456

Up $15,755 (+235%) from 2023

Net Assets

Up

$3,679,295

Up $683,997 (+23%) from 2023

Operations
Liabilities / Revenue76th percentileNet Margin56th percentile

Revenue

Up

$675,266

Up $90,808 (+16%) from 2023

Expenses

Up

$508,698

Up $43,204 (+9.3%) from 2023

Net Income

Up

$166,568

Up $47,604 (+40%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth80th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $862,984Liabilities 2011: $5,300Net Assets 2011: $857,6842011Assets 2012: $875,685Liabilities 2012: $5,832Net Assets 2012: $869,8532012Assets 2013: $919,964Liabilities 2013: $5,532Net Assets 2013: $914,4322013Assets 2014: $1,049,936Liabilities 2014: $5,532Net Assets 2014: $1,044,4042014Assets 2015: $1,222,121Liabilities 2015: $5,631Net Assets 2015: $1,216,4902015Assets 2016: $1,316,946Liabilities 2016: $5,632Net Assets 2016: $1,311,3142016Assets 2017: $1,540,181Liabilities 2017: $5,700Net Assets 2017: $1,534,4812017Assets 2018: $1,716,622Liabilities 2018: $5,800Net Assets 2018: $1,710,8222018Assets 2019: $2,207,160Liabilities 2019: $5,900Net Assets 2019: $2,201,2602019Assets 2020: $2,335,612Liabilities 2020: $6,000Net Assets 2020: $2,329,6122020Assets 2021: $2,980,400Liabilities 2021: $6,200Net Assets 2021: $2,974,2002021Assets 2022: $2,862,922Liabilities 2022: $8,209Net Assets 2022: $2,854,7132022Assets 2023: $3,001,999Liabilities 2023: $6,701Net Assets 2023: $2,995,2982023Assets 2024: $3,701,751Liabilities 2024: $22,456Net Assets 2024: $3,679,2952024

Highlighted filing

2024

Assets$3,701,751
Liabilities$22,456
Net Assets$3,679,295
Open 2024 Filing

Operations Trend

Revenue Growth46th percentile

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

$1.5M$1.0M$500K$0Revenue 2011: $140,023Expenses 2011: $78,669Net Income 2011: $61,3542011Revenue 2012: $127,640Expenses 2012: $114,981Net Income 2012: $12,6592012Revenue 2013: $180,746Expenses 2013: $136,364Net Income 2013: $44,3822013Revenue 2014: $204,715Expenses 2014: $123,319Net Income 2014: $81,3962014Revenue 2015: $319,896Expenses 2015: $127,542Net Income 2015: $192,3542015Revenue 2016: $236,040Expenses 2016: $141,027Net Income 2016: $95,0132016Revenue 2017: $262,925Expenses 2017: $147,555Net Income 2017: $115,3702017Revenue 2018: $404,918Expenses 2018: $226,935Net Income 2018: $177,9832018Revenue 2019: $636,475Expenses 2019: $204,315Net Income 2019: $432,1602019Revenue 2020: $1,103,276Expenses 2020: $968,014Net Income 2020: $135,2622020Revenue 2021: $577,796Expenses 2021: $290,463Net Income 2021: $287,3332021Revenue 2022: $528,148Expenses 2022: $354,208Net Income 2022: $173,9402022Revenue 2023: $584,458Expenses 2023: $465,494Net Income 2023: $118,9642023Revenue 2024: $675,266Expenses 2024: $508,698Net Income 2024: $166,5682024

Highlighted filing

2024

Revenue$675,266
Expenses$508,698
Net Income$166,568
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$3,701,751
Liabilities
$22,456
Net assets
$3,679,295
Revenue
$675,266
Expenses
$508,698
Net income
$166,568
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.70$0.02$3.68$0.68$0.51$0.17
2023Detailed filing. Detailed filing data is available for this year.$3.00$0.01$3.00$0.58$0.47$0.12
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.86$0.01$2.85$0.53$0.35$0.17
2021Detailed filing. Detailed filing data is available for this year.$2.98$0.01$2.97$0.58$0.29$0.29
2020Detailed filing. Detailed filing data is available for this year.$2.34$0.01$2.33$1.10$0.97$0.14
2019Detailed filing. Detailed filing data is available for this year.$2.21$0.01$2.20$0.64$0.20$0.43
2018Detailed filing. Detailed filing data is available for this year.$1.72$0.01$1.71$0.40$0.23$0.18
2017Summary only. Only limited summary data is available for this year.$1.54$0.01$1.53$0.26$0.15$0.12
2016Summary only. Only limited summary data is available for this year.$1.32$0.01$1.31$0.24$0.14$0.10
2015Summary only. Only limited summary data is available for this year.$1.22$0.01$1.22$0.32$0.13$0.19
2014Summary only. Only limited summary data is available for this year.$1.05$0.01$1.04$0.20$0.12$0.08
2013Summary only. Only limited summary data is available for this year.$0.92$0.01$0.91$0.18$0.14$0.04
2012Summary only. Only limited summary data is available for this year.$0.88$0.01$0.87$0.13$0.11$0.01
2011Summary only. Only limited summary data is available for this year.$0.86$0.01$0.86$0.14$0.08$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Nov 1, 2023 to Oct 31, 2024
Signed
Mar 3, 2025
Return Version
2023v6.0
Gross Receipts
$1,646,659
Mission and Program Overview

Mission

To further charitable and educational purposes by providing scholarships to individuals for study at a college, university, or vocational school.

To further charitable and educational purposes by providing scholarships to individuals for study at a college, university or vocational school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,829,860$3,379,005▲ $549,145
Savings and Temporary Cash Investments$161,129$309,190▲ $148,061
Accounts Receivable$11,010$13,556▲ $2,546
Total Assets$3,001,999$3,701,751▲ $699,752
Liabilities
Accounts Payable and Accrued Expenses$6,701$12,456▲ $5,755
Grants Payable-$10,000-
Total Liabilities$6,701$22,456▲ $15,755
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,995,298$3,679,295▲ $683,997
Total Net Assets Fund Balance$2,995,298$3,679,295▲ $683,997
Total Liabilities and Net Assets / Fund Balance$3,001,999$3,701,751▲ $699,752
Compensation and Service Providers
Top Officer Pay62nd percentile

Board Members and Trustees

NameTitle
Michael X McbridePresident & Director
James B Lee IiiDirector
Paul EllwoodDirector
Richard R PlumDirector
Winston W HutchinsSecretary/treasurer & Director
Revenue and Support

Revenue Composition

Contributions and Grants
$574,780
Program Service Revenue
$0
Investment Income
$100,486
Other Revenue
$0
All Other Contributions
$574,780
Change in Net Assets
$166,568

Audited Revenue Reconciliation

Revenue per Audited Statements
$675,266
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$517,429
Total Revenue per Audited Statements
$1,192,695
Total Revenue per Form 990
$675,266
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$490,000
Other Expenses$18,698
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$480,000--$480,000
Fees for Services Accounting-$14,086-$14,086
Grants to Domestic Orgs$10,000--$10,000
Insurance-$3,722-$3,722
Other Expenses-$890-$890
Total Functional Expenses$490,000$18,698$0$508,698

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$508,698
Total Expenses per Audited Statements$508,698
Total Expenses per Form 990$508,698
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Evans Scholars FoundationGlenview, IL501(c)(3)General Support$10,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“The organization has members with legal voting rights who have the right to elect and remove directors.”

Form 990, Part VI, Section A, Line 8B

“No such meetings took place.”

Form 990, Part VI, Section B, Line 11B

“Form 990 will be reviewed by the treasurer, controller and legal counsel prior to being filed. The form 990 will be made available to the entire board prior to filing with the internal revenue service.”

Form 990, Part VI, Section B, Line 12C

“Under the organization's conflict of interest policy, directors and officers of the organization must disclose any interests they may have in a contract or other transaction involving the fund that could give rise to conflicts and are not permitted to participate in the final board deliberation or vote regarding the contract or other transaction.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest policy and financial statements are not available to the general public.”

Filing and Contact Details

Filer

Filer Name
James B Lee Jr Scholarship Fund in
EIN
20-5269657
Phone
6312830410
Address
P O BOX 1366, SOUTHAMPTON, NY 11969-1366

Signing Officer

Name
Winston W Hutchins
Title
Secretary and Treasurer
Phone
6312830410
Signed
2025-03-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Winston W Hutchins
Formed
2006
Legal Domicile
De
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
CONDON O'MEARA MCGINTY & DONNELLY LLP
Address
ONE BATTERY PARK PLAZA 7TH FL, NEW YORK, NY 10004
Preparer
Alexander Lazzaruolo
Phone
2126617777
Raw XML Appendix362 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt06701
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt012456
IRS990/AccountsReceivableGrp/BOYAmt011010
IRS990/AccountsReceivableGrp/EOYAmt013556
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO FURTHER CHARITABLE AND EDUCATIONAL PURPOSES BY PROVIDING SCHOLARSHIPS TO INDIVIDUALS FOR STUDY AT A COLLEGE, UNIVERSITY OR VOCATIONAL SCHOOL.
IRS990/AllOtherContributionsAmt0574780
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0LORETA BUDRAITYTE CO NATIONAL GOLF LINKS OF AMER
IRS990/BooksInCareOfDetail/PhoneNum06312830410
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1366
IRS990/BooksInCareOfDetail/USAddress/CityNm0SOUTHAMPTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd011969
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0574780
IRS990/CYGrantsAndSimilarPaidAmt0490000
IRS990/CYInvestmentIncomeAmt0100486
IRS990/CYOtherExpensesAmt018698
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0166568
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0508698
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0675266
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PROVIDING SCHOLARSHIPS TO INDIVIDUALS FOR STUDY AT A COLLEGE, UNIVERSITY OR VOCATIONAL SCHOOL.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0478000
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt014086
IRS990/FeesForServicesAccountingGrp/TotalAmt014086
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0MICHAEL X MCBRIDE
IRS990/Form990PartVIISectionAGrp/PersonNm1WINSTON W HUTCHINS
IRS990/Form990PartVIISectionAGrp/PersonNm2RICHARD R PLUM
IRS990/Form990PartVIISectionAGrp/PersonNm3JAMES B LEE III
IRS990/Form990PartVIISectionAGrp/PersonNm4PAUL ELLWOOD
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT & DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY/TREASURER & DIR.
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02006
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt07229
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt0478000
IRS990/GrantsPayableGrp/EOYAmt010000
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0480000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0480000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt010000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt010000
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0978622
IRS990/GrossReceiptsAmt01646659
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt03722
IRS990/InsuranceGrp/TotalAmt03722
IRS990/InvestmentIncomeGrp/ExclusionAmt093257
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt093257
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02829860
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03379005
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0DE
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0971393
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO FURTHER CHARITABLE AND EDUCATIONAL PURPOSES BY PROVIDING SCHOLARSHIPS TO INDIVIDUALS FOR STUDY AT A COLLEGE, UNIVERSITY, OR VOCATIONAL SCHOOL.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02995298
IRS990/NetAssetsOrFundBalancesEOYAmt03679295
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt07229
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt07229
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0517429
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02995298
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03679295
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt044958
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0FILING FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0890
IRS990/OtherExpensesGrp/TotalAmt0890
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0WINSTON W HUTCHINS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0THE MCBRIDE HARDSHIP RELIEF FUND (THE "PROGRAM") IS A PROGRAM OF THE JAMES B. LEE, JR. SCHOLARSHIP AND RELIEF FUND IN HONOR OF JOSEPH A. MCBRIDE (THE "FUND") AND HAS BEEN FORMED TO PROVIDE HARDSHIP GRANTS TO NEEDY INDIVIDUALS WHO REQUIRE FINANCIAL ASSISTANCE AS A RESULT OF SUDDEN OR OVERWHELMING HARDSHIP SITUATIONS BEYOND THEIR CONTROL.GRANTS MAY BE USED TO PAY FOR EXPENSES SUCH AS BASIC LIVING EXPENSES (E.G., RENT, MORTGAGE, ESSENTIAL UTILITIES, AND FOOD) AND MEDICAL EXPENSES, BUT ONLY TO THE EXTENT THAT SUCH EXPENSES ARE NOT COVERED BY INSURANCE OR BY FINANCIAL ASSISTANCE FROM OTHER NON-PROFIT ORGANIZATIONS OR GOVERNMENT AGENCIES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt012000
IRS990/ProgSrvcAccomActy2Grp/GrantAmt012000
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0506442
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0454000
IRS990/PYInvestmentIncomeAmt078016
IRS990/PYOtherExpensesAmt011494
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0118964
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0465494
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0584458
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0166568
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0161129
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0309190
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0574780
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0506442
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0413173
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0466474
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01012512
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02973381
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt093257
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0108066
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0141407
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt081481
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt093111
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0517322
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.79000
IRS990ScheduleA/PublicSupportPY170Pct00.71220
IRS990ScheduleA/PublicSupportTotal170Amt02757637
IRS990ScheduleA/SubstantialContributorsTotAmt0215744
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0574780
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0506442
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0413173
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0466474
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01012512
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02973381
IRS990ScheduleA/TotalSupportAmt03490703
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0508698
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0517429
IRS990ScheduleD/RevenueNotReportedAmt0517429
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0675266
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0508698
IRS990ScheduleD/TotalRevenuePerForm990Amt0675266
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01192695
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0508698
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt012000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt1468000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0EMERGENCY HARDSHIP RELIEF
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt02
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt121
IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0EVANS SCHOLARS FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0362518129
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02501 PATRIOT BLVD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0GLENVIEW
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd060026
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ALL SCHOLARSHIP AWARDS ARE PAID DIRECTLY TO AN EDUCATIONAL INSTITUTION LOCATED IN THE UNITED STATES. THE MCBRIDE HARDSHIP RELIEF FUND (THE "PROGRAM") IS A PROGRAM OF THE JAMES B. LEE, JR. SCHOLARSHIP AND RELIEF FUND IN HONOR OF JOSEPH A. MCBRIDE (THE "FUND") AND HAS BEEN FORMED TO PROVIDE HARDSHIP GRANTS TO NEEDY INDIVIDUALS WHO REQUIRE FINANCIAL ASSISTANCE AS A RESULT OF SUDDEN OR OVERWHELMING HARDSHIP SITUATIONS BEYOND THEIR CONTROL. GRANTS MAY BE USED TO PAY FOR EXPENSES SUCH AS BASIC LIVING EXPENSES (E.G., RENT, MORTGAGE, ESSENTIAL UTILITIES, AND FOOD) AND MEDICAL EXPENSES, BUT ONLY TO THE EXTENT THAT SUCH EXPENSES ARE NOT COVERED BY INSURANCE OR BY FINANCIAL ASSISTANCE FROM OTHER NON-PROFIT ORGANIZATIONS OR GOVERNMENT AGENCIES.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS MEMBERS WITH LEGAL VOTING RIGHTS WHO HAVE THE RIGHT TO ELECT AND REMOVE DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO SUCH MEETINGS TOOK PLACE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 WILL BE REVIEWED BY THE TREASURER, CONTROLLER AND LEGAL COUNSEL PRIOR TO BEING FILED. THE FORM 990 WILL BE MADE AVAILABLE TO THE ENTIRE BOARD PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UNDER THE ORGANIZATION'S CONFLICT OF INTEREST POLICY, DIRECTORS AND OFFICERS OF THE ORGANIZATION MUST DISCLOSE ANY INTERESTS THEY MAY HAVE IN A CONTRACT OR OTHER TRANSACTION INVOLVING THE FUND THAT COULD GIVE RISE TO CONFLICTS AND ARE NOT PERMITTED TO PARTICIPATE IN THE FINAL BOARD DELIBERATION OR VOTE REGARDING THE CONTRACT OR OTHER TRANSACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE GENERAL PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03001999
IRS990/TotalAssetsEOYAmt03701751
IRS990/TotalAssetsGrp/BOYAmt03001999
IRS990/TotalAssetsGrp/EOYAmt03701751
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0574780
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt018698
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0490000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0508698
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt06701
IRS990/TotalLiabilitiesEOYAmt022456
IRS990/TotalLiabilitiesGrp/BOYAmt06701
IRS990/TotalLiabilitiesGrp/EOYAmt022456
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02995298
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03679295
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0490000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0100486
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0675266
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03001999
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03701751
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0P O BOX 1366
IRS990/USAddress/CityNm0SOUTHAMPTON
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd0119691366
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WINSTON W HUTCHINS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY AND TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06312830410
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JAMES B LEE JR SCHOLARSHIP FUND IN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HONOR OF JOSEPH A MCBRIDE
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0205269657
ReturnHeader/Filer/PhoneNum06312830410
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 1366
ReturnHeader/Filer/USAddress/CityNm0SOUTHAMPTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd0119691366
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0133628255
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CONDON O'MEARA MCGINTY & DONNELLY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE BATTERY PARK PLAZA 7TH FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010004
ReturnHeader/PreparerPersonGrp/PhoneNum02126617777
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALEXANDER LAZZARUOLO
ReturnHeader/ReturnTs02025-03-14T07:03:03-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-11-01
ReturnHeader/TaxPeriodEndDt02024-10-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.