Civic Intelligence

Roselli Family Scholarship

990 • Fiscal year 2013 • EIN 30-6151406

Jan 01, 2013 to Dec 31, 2013 • Filed on May 19, 2014

Organization ProfileN/A
c/o CFSG 316 N MAIN ST05641

(802) 479-0645

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

14th percentile

0.00x

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

87th percentile

38%

Higher net margin than 87% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

42nd percentile

$23,674

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 13.2% of source-year revenue.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

49th percentile

1.9%

Faster asset growth than 49% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets12th percentile

Assets

$3,612,951

No earlier filing loaded for comparison.

Net Assets

$3,612,951

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin87th percentile

Revenue

$179,227

No earlier filing loaded for comparison.

Expenses

$111,596

No earlier filing loaded for comparison.

Net Income

$67,631

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$6.0M$4.0M$2.0M$0Assets 2013: $3,612,951Liabilities 2013: $0Net Assets 2013: $3,612,9512013Assets 2014: $3,757,915Liabilities 2014: $0Net Assets 2014: $3,757,9152014Assets 2016: $3,729,345Liabilities 2016: $0Net Assets 2016: $3,729,3452016Assets 2017: $3,773,675Liabilities 2017: $0Net Assets 2017: $3,773,6752017Assets 2019: $3,845,291Liabilities 2019: $0Net Assets 2019: $3,845,2912019Assets 2021: $4,069,108Liabilities 2021: $0Net Assets 2021: $4,069,1082021

Highlighted filing

2013

Assets$3,612,951
Liabilities$0
Net Assets$3,612,951
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100KRevenue 2013: $179,227Expenses 2013: $111,596Net Income 2013: $67,6312013Revenue 2014: $258,710Expenses 2014: $113,746Net Income 2014: $144,9642014Revenue 2016: $105,045Expenses 2016: $127,084Net Income 2016: -$22,0392016Revenue 2017: $186,142Expenses 2017: $141,812Net Income 2017: $44,3302017Revenue 2019: $291,961Expenses 2019: $180,459Net Income 2019: $111,5022019Revenue 2021: $268,034Expenses 2021: $179,502Net Income 2021: $88,5322021

Highlighted filing

2013

Revenue$179,227
Expenses$111,596
Net Income$67,631
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 19, 2014
Return Version
2013v3.1
Gross Receipts
$1,503,936
Mission and Program Overview

Mission

Most significant activity & mission is to hold, manage, administer and distribute scholarship funds to benefit students that are residents of the city of montpelier and have graduated from its designated high school

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,545,320$3,612,951▲ $67,631
Rtn Earn Endowment Incm Other Fnds$3,545,320$3,612,951▲ $67,631
Total Assets$3,545,320$3,612,951▲ $67,631
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,545,320$3,612,951▲ $67,631
Total Liabilities and Net Assets / Fund Balance$3,545,320$3,612,951▲ $67,631
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleOtherTotal
-(cfsg) Trustee$23,674$23,674
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$179,227
Other Revenue
$0
Change in Net Assets
$67,631
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$84,782
Other Expenses$26,814
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$84,782--$84,782
Fees for Service Investment Mgmnt Fees$0$23,674$0$23,674
Fees for Services Accounting$0$1,941$0$1,941
Other Expenses$0$1,065$0$1,065
Fees for Services Legal$0$63$0$63
Total Functional Expenses$84,782$26,814$0$111,596
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
03-6000578-501(c)(3)Scholarships$84,782
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Community Financial Services GroupCfsg Provides Inv MgmntInvestment Management FeesNo$23,674
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

EIN
30-6151406
Phone
8024790645

Signing Officer

Name
Joseph P Preddy
Title
Trustee
Phone
8024790645
Signed
2014-05-19
Discuss with paid preparer
Yes

Organization Details

Formed
2007
Legal Domicile
Vt
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Preparer
Thomas a Babic CPA
Phone
8024768673
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“The organization's trustee, community financial services”

Pt VI, Line 11B

“Group (cfsg), reviewed the fully prepared form 990 before it was”

Pt VI, Line 11B

“Filed with the irs. Trust officer joseph preddy reviewed all”

Pt VI, Line 11B

“ASPECTS OF THE FORM.”

Pt VI, Line 15A

“The organization's corporate trustee is compensated with”

Pt VI, Line 15A

“An annual asset fee of .6% - which is on the low end of”

Pt VI, Line 15A

“It's regular fee range of .5% to 1.0%. No staff of the trustee”

Pt VI, Line 15A

“Have compensation which is directly or indirectly tied to the”

Pt VI, Line 15A

“Organization's activities or performance.”

Pt VI, Line 19

“The organization makes it's governing documents available”

Pt VI, Line 19

“For public inspection at the office of the trustee.”

Raw XML Appendix329 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/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0MOST SIGNIFICANT ACTIVITY & MISSION IS TO HOLD, MANAGE, ADMINISTER AND DISTRIBUTE SCHOLARSHIP FUNDS TO BENEFIT STUDENTS THAT ARE RESIDENTS OF THE CITY OF MONTPELIER AND HAVE GRADUATED FROM ITS DESIGNATED HIGH SCHOOL
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10JOSEPH P PREDDY CFSG
IRS990/BooksInCareOfDetail/PhoneNum08024768673
IRS990/BooksInCareOfDetail/USAddress/AddressLine10316 NORTH MAIN STREET
IRS990/BooksInCareOfDetail/USAddress/City0BARRE
IRS990/BooksInCareOfDetail/USAddress/State0VT
IRS990/BooksInCareOfDetail/USAddress/ZIPCode005641
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0true
IRS990/BusinessRlnWithOrgMemInd0true
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt084782
IRS990/CYInvestmentIncomeAmt0179227
IRS990/CYOtherExpensesAmt026814
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt067631
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0111596
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0179227
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0THROUGH LOCAL HIGH SCHOOL, DISTRIBUTED TOTAL INSTALLMENT OF MULTI-YEAR SCHOLARSHIPS TO 33 STUDENTS. DISTRIBUTED FIRST INSTALLMENT TO 8 STUDENTS, DISTRIBUTED SECOND INSTALLMENT TO 7 STUDENTS, DISTRIBUTED THIRD INSTALLMENT TO 6 STUDENTS, AND DISTRIBUTED FOURTH INSTALLMENT TO 12 STUDENTS TO ATTEND VARIOUS POST SECONDARY EDUCATIONAL INSTITUTIONS
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExcessBusinessHoldingsInd0false
IRS990/ExpenseAmt084782
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/FundraisingAmt00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01941
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt00
IRS990/FeesForServicesAccountingGrp/TotalAmt01941
IRS990/FeesForServicesLegalGrp/FundraisingAmt00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt063
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt063
IRS990/FeesForSrvcInvstMgmntFeesGrp/FundraisingAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt023674
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt023674
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.50
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine10COMMUNITY FINANCIAL SERVICES GROUP
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt023674
IRS990/Form990PartVIISectionAGrp/TitleTxt0(CFSG) TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02007
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt064713
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt084782
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt084782
IRS990/GrantsToDomesticOrgsGrp/TotalAmt084782
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01389422
IRS990/GrossReceiptsAmt01503936
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0114514
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0114514
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03545320
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03612951
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0VT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01324709
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0MOST SIGNIFICANT ACTIVITY & MISSION IS TO HOLD, MANAGE, ADMINISTER
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt03545320
IRS990/NetAssetsOrFundBalancesEOYAmt03612951
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt064713
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt064713
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS EXP
IRS990/OtherExpensesGrp/Desc1TAXES ON FOREIGN INVESTMENTS
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt071
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11065
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/TotalAmt071
IRS990/OtherExpensesGrp/TotalAmt11065
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessAddress/BusinessNameLine10CFSG
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt063771
IRS990/PYInvestmentIncomeAmt097114
IRS990/PYOtherExpensesAmt026601
IRS990/PYRevenuesLessExpensesAmt06742
IRS990/PYTotalExpensesAmt090372
IRS990/PYTotalRevenueAmt097114
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt067631
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt03545320
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt03612951
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0036000578
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc0501(c)(3)
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt084782
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10MONTPELIER HIGH SCHOOL
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd0true
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt084782
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt084782
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0N/A
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10MONTPELIER HIGH SCHOOL
IRS990ScheduleI/RecipientTable/RecipientEIN0036000578
IRS990ScheduleI/RecipientTable/USAddress/AddressLine105 HIGH SCHOOL DR
IRS990ScheduleI/RecipientTable/USAddress/City0MONTPELIER
IRS990ScheduleI/RecipientTable/USAddress/State0VT
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode005602
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0N/A
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION MONITORS THE USE OF GRANT FUNDS BY TELEPHONE
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt1AND CORRESPONDENCE FOLLOWUP FOR EACH SCHOLARSHIP RECIPIENT
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt2AND IT KEEPS CONTEMPORANEOUS RECORDS OF ALL ACTIVITIES
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt I Line 2
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt I Line 2
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt I Line 2
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0COMMUNITY FINANCIAL SERVICES GROUP
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0CFSG PROVIDES INV MGMNT
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt023674
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0INVESTMENT MANAGEMENT FEES
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S TRUSTEE, COMMUNITY FINANCIAL SERVICES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GROUP (CFSG), REVIEWED THE FULLY PREPARED FORM 990 BEFORE IT WAS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FILED WITH THE IRS. TRUST OFFICER JOSEPH PREDDY REVIEWED ALL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ASPECTS OF THE FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S CORPORATE TRUSTEE IS COMPENSATED WITH
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5AN ANNUAL ASSET FEE OF .6% - WHICH IS ON THE LOW END OF
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6IT'S REGULAR FEE RANGE OF .5% TO 1.0%. NO STAFF OF THE TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7HAVE COMPENSATION WHICH IS DIRECTLY OR INDIRECTLY TIED TO THE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ORGANIZATION'S ACTIVITIES OR PERFORMANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9THE ORGANIZATION MAKES IT'S GOVERNING DOCUMENTS AVAILABLE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10FOR PUBLIC INSPECTION AT THE OFFICE OF THE TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Pt VI, Line 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine10NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10MONTPELIER HIGH SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0036000578
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0VT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROVIDES HIGH SCHOOL EDUCATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 2 SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine105 HIGH SCHOOL DRIVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0MONTPELIER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0VT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode005602
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03545320
IRS990/TotalAssetsEOYAmt03612951
IRS990/TotalAssetsGrp/BOYAmt03545320
IRS990/TotalAssetsGrp/EOYAmt03612951
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt026814
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt084782
IRS990/TotalFunctionalExpensesGrp/TotalAmt0111596
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03545320
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03612951
IRS990/TotalProgramServiceExpensesAmt084782
IRS990/TotalRevenueGrp/ExclusionAmt0179227
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0179227
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03545320
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03612951
IRS990/TotReportableCompRltdOrgAmt023674
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10316 NORTH MAIN ST
IRS990/USAddress/City0BARRE
IRS990/USAddress/State0VT
IRS990/USAddress/ZIPCode005641
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH P PREDDY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08024790645
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-19
ReturnHeader/Filer/BusinessName/BusinessNameLine10ROSELLI FAMILY SCHOLARSHIP
ReturnHeader/Filer/BusinessNameControlTxt0ROSE
ReturnHeader/Filer/EIN0306151406
ReturnHeader/Filer/PhoneNum08024790645
ReturnHeader/Filer/USAddress/AddressLine10c/o CFSG 316 N MAIN ST
ReturnHeader/Filer/USAddress/City0BARRE
ReturnHeader/Filer/USAddress/State0VT
ReturnHeader/Filer/USAddress/ZIPCode005641
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Salvador and Babic PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO Box 593
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Barre
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0VT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode005641
ReturnHeader/PreparerPersonGrp/PhoneNum08024768673
ReturnHeader/PreparerPersonGrp/PreparationDt02014-05-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS A BABIC CPA
ReturnHeader/ReturnTs02014-05-22T09:24:21-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,612,951
Liabilities
$0
Net assets
$3,612,951
Revenue
$179,227
Expenses
$111,596
Net income
$67,631
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.07$0.00$4.07$0.27$0.18$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.85$0.00$3.85$0.29$0.18$0.11
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.77$0.00$3.77$0.19$0.14$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.73$0.00$3.73$0.11$0.13$0.02
2014Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$0.26$0.11$0.14
2013Detailed filing. Detailed filing data is available for this year.$3.61$0.00$3.61$0.18$0.11$0.07