Civic Intelligence

William E & Margaret North Bush Memorial Scholarship Fund

990PF • Fiscal year 2018 • EIN 25-1814240

Jan 01, 2018 to Dec 31, 2018 • Filed on Mar 31, 2019

Organization Profile
Box 247Apollo, PA 15613

(724) 478-3151

Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

44th percentile

1.3%

Higher net margin than 44% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

59th percentile

$6,928

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 15.8% of source-year revenue.

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

46th percentile

0.1%

Faster asset growth than 46% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

22nd percentile

-12%

Faster revenue growth than 22% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$683,474

Up $555 (+0.1%) from 2017

Net Assets

Up

$683,474

Up $555 (+0.1%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin44th percentile

Revenue

Down

$43,834

Down $5,860 (-12%) from 2017

Expenses

Up

$43,279

Up $1,403 (+3.4%) from 2017

Net Income

Down

$555

Down $7,263 (-93%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$800K$600K$400K$200K$0Assets 2011: $634,601Liabilities 2011: $0Net Assets 2011: $634,6012011Assets 2012: $659,731Liabilities 2012: $0Net Assets 2012: $659,7312012Assets 2013: $674,553Liabilities 2013: $0Net Assets 2013: $674,5532013Assets 2014: $681,373Liabilities 2014: $0Net Assets 2014: $681,3732014Assets 2016: $675,101Liabilities 2016: $0Net Assets 2016: $675,1012016Assets 2017: $682,919Liabilities 2017: $0Net Assets 2017: $682,9192017Assets 2018: $683,474Liabilities 2018: $0Net Assets 2018: $683,4742018Assets 2019: $670,445Liabilities 2019: $0Net Assets 2019: $670,4452019Assets 2020: $671,679Liabilities 2020: $0Net Assets 2020: $671,6792020Assets 2021: $684,625Liabilities 2021: $0Net Assets 2021: $684,6252021Assets 2022: $653,167Liabilities 2022: $0Net Assets 2022: $653,1672022Assets 2023: $573,576Liabilities 2023: $0Net Assets 2023: $573,5762023Assets 2024: $552,746Liabilities 2024: $0Net Assets 2024: $552,7462024

Highlighted filing

2018

Assets$683,474
Liabilities$0
Net Assets$683,474
Open 2018 Filing

Operations Trend

Revenue Growth22nd percentile

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

$100K$50K$0-$50K-$100KExpenses 2011: $15,8882011Expenses 2012: $19,7722012Revenue 2013: $36,517Expenses 2013: $21,695Net Income 2013: $14,8222013Revenue 2014: $28,911Expenses 2014: $22,090Net Income 2014: $6,8212014Revenue 2016: $9,715Expenses 2016: $20,613Net Income 2016: -$10,8982016Revenue 2017: $49,694Expenses 2017: $41,876Net Income 2017: $7,8182017Revenue 2018: $43,834Expenses 2018: $43,279Net Income 2018: $5552018Revenue 2019: $27,055Expenses 2019: $40,084Net Income 2019: -$13,0292019Revenue 2020: $43,373Expenses 2020: $42,139Net Income 2020: $1,2342020Revenue 2021: $56,094Expenses 2021: $43,148Net Income 2021: $12,9462021Revenue 2022: $9,176Expenses 2022: $40,634Net Income 2022: -$31,4582022Revenue 2023: -$41,848Expenses 2023: $37,743Net Income 2023: -$79,5912023Revenue 2024: $15,655Expenses 2024: $36,485Net Income 2024: -$20,8302024

Highlighted filing

2018

Revenue$43,834
Expenses$43,279
Net Income$555
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Mar 31, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LISA FERGUSONCo-TrusteeFT$6,928-$6,928
HENRY FULTON JR ESQUIRECo-Trustee-$400-$400
Filing and Contact Details

Filer

Filer Name
William E and Margaret North Bush
EIN
25-1814240
Phone
7244783151
Address
BOX 247, APOLLO, PA 15613

Signing Officer

Name
Lisa Ferguson
Title
Co-trustee
Phone
7244783151
Signed
2019-03-31

Preparer

Firm
Sharshan & Company
Address
21346 ST ANDREWS BLVD 165, BOCA RATON, FL 33433-2432
Preparer
Andrew Sharshan
Phone
4127885252
Raw XML Appendix316 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
AccountingFeesSchedule/AccountingFeesDetail/Amt0750
AccountingFeesSchedule/AccountingFeesDetail/Amt1406
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0PROFESSIONAL FEES
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1MISCELLANEOUS EXPENSE
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0375
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt1203
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0375
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt1203
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0PUBLICLY TRADED SECURITIES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1PUBLICLY TRADED SECURITIES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2PUBLICLY TRADED SECURITIES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc3PUBLICLY TRADED SECURITIES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt0176435
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt1165375
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt26145
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt3129449
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt0178052
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt1172517
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt26452
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt3133865
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt2PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt3PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt01617
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt17142
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2307
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt34416
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0CORPORATE BONDS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0657506
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0612617
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0MUTUAL FUNDS
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt07460
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt025790
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt010584
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt043834
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt043834
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0578
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0578
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01156
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt018044
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt012308
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt03664
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt03664
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt07328
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt034535
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt034535
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt07460
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt07460
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt07460
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0555
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0503194
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt010584
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt010584
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt010584
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt025790
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt025850
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0260
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0260
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt018044
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt038777
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt04502
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt043279
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt030352
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt043834
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt04242
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt04502
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt08744
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt012308
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0555
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0683474
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0682919
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0683474
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt033099
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt033099
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt033099
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt033358
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0259
IRS990PF/DistributableAmountGrp/TotalTaxAmt0259
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt0259
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0259
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0259
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0259
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0259
IRS990PF/FMVAssetsEOYAmt0638585
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt028043
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt025968
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt025968
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt09976
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0644900
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0657506
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0612617
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0682919
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0683474
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0638585
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0682919
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0683474
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0682919
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0683474
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0682919
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0683474
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0677311
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt027006
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0645317
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt010160
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt04988
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt033358
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0667151
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0677311
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt16928
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0HENRY FULTON JR ESQUIRE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1LISA FERGUSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1CO-TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0149 NICHOL AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1BOX 247
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MCKEES ROCKS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1APOLLO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd015136
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd115613
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt021607
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt021866
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt037349
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt016052
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt012395
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt013471
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt013114
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.032387
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.054304
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.024270
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.018588
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0259
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0667151
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0687773
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0661381
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0666821
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt038777
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.097162
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt038518
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt038777
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0259
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt038777
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0APOLLO TRUST COMPANY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0BOX 247
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0APOLLO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd015613
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07244783151
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt09720
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt19720
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt24220
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt34375
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt41000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt55500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0HILARY SERBIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1JAMES HANCHETT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2ISAAC SERBIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3JULIE O'HARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4JAMES CUNNINGHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5KATHLEEN HANCHETT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0RECIPIENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1RECIPIENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2RECIPIENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3RECIPIENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4RECIPIENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5RECIPIENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt07016 BLACKHAWK STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt17007 BLACKHAWK STEET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt27016 BLACKHAWK STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt35730 WALNUT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt47115 PENN AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt57007 BLACKHAWK STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PITTSBURGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PITTSBURGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2PITTSBURGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3PITTSBURGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4PITTSBURGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5PITTSBURGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd015218
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd115218
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd215218
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd315232
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd415208
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd515218
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt034535
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/AppliedToCurrentYearAmt033099
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt033099
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03480
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt013699
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt05079
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt05079
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt022857
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt05678
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03480
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt013699
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt038777
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt05678
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt027936
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt022258
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
TaxesSchedule/TaxesDetail/Amt0260
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0260
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LISA FERGUSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07244783151
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-03-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM E AND MARGARET NORTH BUSH
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MEMORIAL SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0251814240
ReturnHeader/Filer/PhoneNum07244783151
ReturnHeader/Filer/USAddress/AddressLine1Txt0BOX 247
ReturnHeader/Filer/USAddress/CityNm0APOLLO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd015613
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B1F84DBAA91BD1EF28C568D79B29F212332561EC
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0671B9EC4C790B311AA1E9F13F110E1F7F4B6ADB2
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02019-05-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm013:10:21
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0204825122
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHARSHAN & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt021346 ST ANDREWS BLVD 165
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOCA RATON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0334332432
ReturnHeader/PreparerPersonGrp/PhoneNum04127885252
ReturnHeader/PreparerPersonGrp/PreparationDt02019-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANDREW SHARSHAN
ReturnHeader/ReturnTs02019-05-08T13:10:21-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$683,474
Liabilities
$0
Net assets
$683,474
Revenue
$43,834
Expenses
$43,279
Net income
$555
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.53$0.00$5.53$0.16$0.36$0.21
2023Detailed filing. Detailed filing data is available for this year.$5.74$0.00$5.74$0.42$0.38$0.80
2022Detailed filing. Detailed filing data is available for this year.$6.53$0.00$6.53$0.09$0.41$0.31
2021Detailed filing. Detailed filing data is available for this year.$6.85$0.00$6.85$0.56$0.43$0.13
2020Detailed filing. Detailed filing data is available for this year.$6.72$0.00$6.72$0.43$0.42$0.01
2019Detailed filing. Detailed filing data is available for this year.$6.70$0.00$6.70$0.27$0.40$0.13
2018Detailed filing. Detailed filing data is available for this year.$6.83$0.00$6.83$0.44$0.43$0.01
2017Detailed filing. Detailed filing data is available for this year.$6.83$0.00$6.83$0.50$0.42$0.08
2016Detailed filing. Detailed filing data is available for this year.$6.75$0.00$6.75$0.10$0.21$0.11
2014Detailed filing. Detailed filing data is available for this year.$6.81$0.00$6.81$0.29$0.22$0.07
2013Detailed filing. Detailed filing data is available for this year.$6.75$0.00$6.75$0.37$0.22$0.15
2012Detailed filing. Detailed filing data is available for this year.$6.60$0.00$6.60$0.20
2011Detailed filing. Detailed filing data is available for this year.$6.35$0.00$6.35$0.16