Civic Intelligence

American Electric Power System Educational Trust Fund

990PF • Fiscal year 2024 • EIN 23-7418083

Mar 01, 2023 to Feb 29, 2024 • Filed on Jan 15, 2025

Organization Profile
1 Riverside Plaza Attn Tax DeptColumbus, OH 43215

(614) 716-2708

Siviq Scores

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

Liabilities / Assets

49th percentile

0.05x

Higher debt load relative to assets than 49% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

87th percentile

1.01x

Higher debt load relative to revenue than 87% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Source year 2024

Net Margin

61st percentile

12%

Higher net margin than 61% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2024 filings • $5M-$10M nonprofits • Source year 2024

Asset Growth

69th percentile

11%

Faster asset growth than 69% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

28th percentile

-2.4%

Faster revenue growth than 28% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$6,818,470

Down $242,177 (-3.4%) from 2021

Net Assets

Down

$6,485,470

Down $219,801 (-3.3%) from 2021

Liabilities

Down

$333,000

Down $22,376 (-6.3%) from 2021

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin61st percentile

Revenue

Up

$329,252

Up $82,242 (+33%) from 2021

Expenses

Up

$290,055

Up $248,436 (+597%) from 2021

Net Income

Down

$39,197

Down $166,194 (-81%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2020: $6,073,707Liabilities 2020: $670,316Net Assets 2020: $5,403,3912020Assets 2021: $7,060,647Liabilities 2021: $355,376Net Assets 2021: $6,705,2712021Assets 2024: $6,818,470Liabilities 2024: $333,000Net Assets 2024: $6,485,4702024Assets 2025: $7,287,404Liabilities 2025: $345,500Net Assets 2025: $6,941,9042025

Highlighted filing

2024

Assets$6,818,470
Liabilities$333,000
Net Assets$6,485,470
Open 2024 Filing

Operations Trend

Revenue Growth28th percentile

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

$600K$400K$200K$0-$200KRevenue 2020: $238,300Expenses 2020: $343,663Net Income 2020: -$105,3632020Revenue 2021: $247,010Expenses 2021: $41,619Net Income 2021: $205,3912021Revenue 2024: $329,252Expenses 2024: $290,055Net Income 2024: $39,1972024Revenue 2025: $437,675Expenses 2025: $302,330Net Income 2025: $135,3452025

Highlighted filing

2024

Revenue$329,252
Expenses$290,055
Net Income$39,197
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2023 to Feb 29, 2024
Signed
Jan 15, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL CHODAK IIITrustee-$0--
KATIE GRAYEMTrustee-$0--
JANELLE COLEMANTrustee-$0--
MICHELE FUSEKTrustee-$0--
BRIAN LAKEYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
American Electric Power System Educational
EIN
23-7418083
In Care Of
% RUSSELL G DOYLE
Phone
6147162708
Address
1 Riverside Plaza Attn Tax Dept, Columbus, OH 43215

Signing Officer

Name
Janelle Coleman
Title
Trustee
Phone
6147161513
Signed
2025-01-15
Raw XML Appendix317 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12021617
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0VANGUARD EQUITY FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1VANGUARD BOND FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt04757885
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12021617
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0163998
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0163621
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0329252
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0163621
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0163998
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt039197
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0314465
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01633
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01633
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt018055
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0163621
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0314465
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0163621
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt039197
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0603743
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05842530
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt06485470
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0310082
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0310082
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0310082
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0314659
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04577
IRS990PF/DistributableAmountGrp/TotalTaxAmt04577
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0398
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt04975
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt04577
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0398
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04577
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04975
IRS990PF/FMVAssetsEOYAmt06818470
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0314250
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IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt05842530
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IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt03048
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt02975
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IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt06151583
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IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt06779502
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0826
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt02925
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt02925
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt06157606
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0315076
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt06157606
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt05842530
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IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt06389005
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt032736
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt06356269
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt095835
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0314659
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt06293170
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt06389005
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PAUL CHODAK III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1KATIE GRAYEM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JANELLE COLEMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MICHELE FUSEK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4BRIAN LAKEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01 RIVERSIDE PLAZA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11 RIVERSIDE PLAZA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21 RIVERSIDE PLAZA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt31 RIVERSIDE PLAZA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt41 RIVERSIDE PLAZA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0COLUMBUS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1COLUMBUS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2COLUMBUS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Columnbus
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4Columnbus
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3OH
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0264730
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0264730
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0RUSSELL G DOYLE
IRS990PF/StatementsRegardingActyGrp/PhoneNum06147162605
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.GUIDESTAR.ORG
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICATIONS FOR SCHOLARSHIPS BY ELIGIBLE APPLICANTS ARE SUBMITTED THROUGH THE APPLICATION PORTAL ON THE WEBSITE OF SCHOLARSHIP AMERICA (HTTPS://SCHOLARSHIPAMERICA.ORG/). APPLICANTS MUST FILL OUT THE ONLINE APPLICATION AND INCLUDE FINANCIAL INFORMATION, A CURRENT, COMPLETE TRANSCRIPT OF THE STUDENT'S GRADES, AND ONE ONLINE RECOMMENDATION FORM SUBMITTED ON THE STUDENT'S BEHALF.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0SCHOLARSHIP AMERICA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08005374180
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt07900 INTERNATIONAL DRIVE SUITE 500
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0MINNEAPOLIS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd055425
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0THE AMERICAN ELECTRIC POWER SYSTEM EDUCATIONAL TRUST FUND AWARDS SCHOLARSHIPS TO ELIGIBLE CHILDREN OF EMPLOYEES OF AMERICAN ELECTRIC POWER AND ITS SUBSIDIARIES. APPLICANTS MUST BE SENIORS IN HIGH SCHOOL WHO ARE PLANNING TO PURSUE A BACCALAUREATE DEGREE FROM AN ACCREDITED UNIVERSITY. STUDENTS WHO RECEIVE FULL SCHOLARSHIP AWARDS FROM OTHER SOURCES OR WHO RECEIVE APPOINTMENTS TO ONE OF THE SERVICE ACADEMIES ARE NOT ELIGIBLE TO PARTICIPATE IN THIS PROGRAM. A CHILD OF A MEMBER OF THE BOARD OF DIRECTORS OF ANY OF THE AMERICAN ELECTRIC POWER SYSTEM COMPANIES (AT THE TIME OF THE AWARD) IS NOT ELIGIBLE TO RECEIVE AN AWARD. THE GRANTS ARE MADE ON AN OBJECTIVE AND NONDISCRIMINATORY BASIS PURSUANT TO A PROCEDURE APPROVED BY THE IRS IN A LETTER DATED MARCH 12, 1973.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0THE SUBMISSION DEADLINE IS HISTORICALLY IN MARCH, BUT CIRCUMSTANCES MAY CAUSE THE DEADLINE TO BE EXT
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt0333000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0THE SCHOLARSHIPS ARE USED TO PAY FOR THE RECIPIENTS' EDUCATIONAL EXPENSES RELATED TO A BACCALAURETE DEGREE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0I
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt0NO RELATIONSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt01 RIVERSIDE PLAZA
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0COLUMBUS
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd043215
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0253250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0THE SCHOLARSHIPS ARE USED TO PAY FOR THE RECIPIENTS' EDUCATIONAL EXPENSES RELATED TO A BACCALAURETE DEGREE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NO RELATIONSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01 RIVERSIDE PLAZA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0COLUMBUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd043215
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt0333000
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0253250
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0264730
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0310082
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt045352
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt043724
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt065246
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt089752
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt045352
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt044400
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0108970
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt043724
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt065246
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0264730
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0153370
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0198722
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt02975
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0EXCISE TAX OVERPAYMENT
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0398
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0398
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OHIO FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NEW YORK FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3SCHOLARSHIP AMERICA ADMIN FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt011480
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21548
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt311480
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0603676
OtherIncreasesSchedule/OtherIncreasesDetail/Amt167
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED APPRECIATION FV OF INVESTMENT
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1OTHER INCREASES
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0826
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0JUDGING FEES
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1ANNUAL FILING FEES - NEW YORK
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc2ANNUAL FILING FEES - OHIO
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc3BANK FEES
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc4REFUND OF FEES
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc5SCHOLARSHIP AMERICA FEE
TaxesSchedule/TaxesDetail/Amt04577
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JANELLE COLEMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum06147161513
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0American Electric Power System Educational
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Trust Fund
ReturnHeader/Filer/BusinessNameControlTxt0AMER
ReturnHeader/Filer/EIN0237418083
ReturnHeader/Filer/InCareOfNm0% RUSSELL G DOYLE
ReturnHeader/Filer/PhoneNum06147162708
ReturnHeader/Filer/USAddress/AddressLine1Txt01 Riverside Plaza Attn Tax Dept
ReturnHeader/Filer/USAddress/CityNm0Columbus
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043215
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02025-01-14T12:52:56-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-03-01
ReturnHeader/TaxPeriodEndDt02024-02-29
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$6,818,470
Liabilities
$333,000
Net assets
$6,485,470
Revenue
$329,252
Expenses
$290,055
Net income
$39,197
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.29$0.35$6.94$0.44$0.30$0.14
2024Detailed filing. Detailed filing data is available for this year.$6.82$0.33$6.49$0.33$0.29$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.06$0.36$6.71$0.25$0.04$0.21
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.07$0.67$5.40$0.24$0.34$0.11