Civic Intelligence

Fred Lamke FBO Wilmington College

EIN 31-1436661 • 501(c)3 • Marietta, OH

Profile

Scholarships/Wilmington College

138 Putnam StreetMarietta, OH 45750

n/A

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

35th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

28th percentile

-6.1%

Higher net margin than 28% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

57th percentile

$11,942

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 29.3% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

40th percentile

-0.4%

Faster asset growth than 40% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

37th percentile

-1.3%

Faster revenue growth than 37% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$609,914

Down $2,521 (-0.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$609,914

Down $2,521 (-0.4%) from 2023

Operations
Liabilities / Revenue35th percentileNet Margin28th percentile

Revenue

Down

$40,771

Down $544 (-1.3%) from 2023

Expenses

Up

$43,265

Up $4,478 (+12%) from 2023

Net Income

Down

-$2,494

Down $5,022 (-199%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth40th percentile

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

$800K$600K$400K$200K$0Assets 2011: $416,244Liabilities 2011: $0Net Assets 2011: $416,2442011Assets 2012: $424,792Liabilities 2012: $0Net Assets 2012: $424,7922012Assets 2013: $427,125Liabilities 2013: $0Net Assets 2013: $427,1252013Assets 2014: $436,202Liabilities 2014: $0Net Assets 2014: $436,2022014Assets 2015: $447,990Liabilities 2015: $0Net Assets 2015: $447,9902015Assets 2016: $513,584Liabilities 2016: $0Net Assets 2016: $513,5842016Assets 2017: $537,905Liabilities 2017: $0Net Assets 2017: $537,9052017Assets 2018: $571,309Liabilities 2018: $0Net Assets 2018: $571,3092018Assets 2019: $573,080Liabilities 2019: $0Net Assets 2019: $573,0802019Assets 2020: $586,151Liabilities 2020: $0Net Assets 2020: $586,1512020Assets 2021: $612,105Liabilities 2021: $0Net Assets 2021: $612,1052021Assets 2022: $616,030Liabilities 2022: $0Net Assets 2022: $616,0302022Assets 2023: $612,435Liabilities 2023: $0Net Assets 2023: $612,4352023Assets 2024: $609,914Liabilities 2024: $0Net Assets 2024: $609,9142024

Highlighted filing

2024

Assets$609,914
Liabilities$0
Net Assets$609,914
Open 2024 Filing

Operations Trend

Revenue Growth37th percentile

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

$100K$50K$0-$50KExpenses 2011: $17,4662011Expenses 2012: $14,7322012Expenses 2013: $17,0082013Revenue 2014: $24,985Expenses 2014: $15,908Net Income 2014: $9,0772014Revenue 2015: $27,213Expenses 2015: $15,425Net Income 2015: $11,7882015Revenue 2016: $83,173Expenses 2016: $17,579Net Income 2016: $65,5942016Revenue 2017: $39,011Expenses 2017: $14,690Net Income 2017: $24,3212017Revenue 2018: $56,539Expenses 2018: $23,135Net Income 2018: $33,4042018Revenue 2019: $30,181Expenses 2019: $28,410Net Income 2019: $1,7712019Revenue 2020: $39,447Expenses 2020: $26,384Net Income 2020: $13,0632020Revenue 2021: $52,431Expenses 2021: $26,477Net Income 2021: $25,9542021Revenue 2022: $42,646Expenses 2022: $38,721Net Income 2022: $3,9252022Revenue 2023: $41,315Expenses 2023: $38,787Net Income 2023: $2,5282023Revenue 2024: $40,771Expenses 2024: $43,265Net Income 2024: -$2,4942024

Highlighted filing

2024

Revenue$40,771
Expenses$43,265
Net Income-$2,494
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$609,914
Liabilities
$0
Net assets
$609,914
Revenue
$40,771
Expenses
$43,265
Net income
-$2,494
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.10$0.00$6.10$0.41$0.43$0.02
2023Detailed filing. Detailed filing data is available for this year.$6.12$0.00$6.12$0.41$0.39$0.03
2022Detailed filing. Detailed filing data is available for this year.$6.16$0.00$6.16$0.43$0.39$0.04
2021Detailed filing. Detailed filing data is available for this year.$6.12$0.00$6.12$0.52$0.26$0.26
2020Detailed filing. Detailed filing data is available for this year.$5.86$0.00$5.86$0.39$0.26$0.13
2019Detailed filing. Detailed filing data is available for this year.$5.73$0.00$5.73$0.30$0.28$0.02
2018Detailed filing. Detailed filing data is available for this year.$5.71$0.00$5.71$0.57$0.23$0.33
2017Detailed filing. Detailed filing data is available for this year.$5.38$0.00$5.38$0.39$0.15$0.24
2016Detailed filing. Detailed filing data is available for this year.$5.14$0.00$5.14$0.83$0.18$0.66
2015Detailed filing. Detailed filing data is available for this year.$4.48$0.00$4.48$0.27$0.15$0.12
2014Detailed filing. Detailed filing data is available for this year.$4.36$0.00$4.36$0.25$0.16$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.27$0.00$4.27$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.25$0.00$4.25$0.15
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.16$0.00$4.16$0.17
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 12, 2025
Return Version
2024v5.1
Gross Receipts
$110,882
Mission and Program Overview

Mission

Scholarships/wilmington college

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$577,198$602,095▲ $24,897
Cash and Non-Interest-Bearing Accounts$35,237$7,819▼ $27,418
Total Assets$612,435$609,914▼ $2,521
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$612,435$609,914▼ $2,521
Total Net Assets Fund Balance$612,435$609,914▼ $2,521
Total Liabilities and Net Assets / Fund Balance$612,435$609,914▼ $2,521
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleBaseTotal
-Trustee$11,942$11,942
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$40,771
Other Revenue
$0
Change in Net Assets
$-2,494
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$28,567
Salaries, Compensation, and Employee Benefits$11,942
Other Expenses$2,756
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$28,567--$28,567
Current Officers, Directors, Trustees, and Key Employees$5,971$5,971-$11,942
Fees for Services Legal$608$608-$1,216
Fees for Services Accounting$534$534-$1,068
Other Expenses-$38-$38
Total Functional Expenses$35,680$7,585$0$43,265
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Wilmington College (advancement)Wilmington, OH501(c)(3)-$28,567
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
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, Page 6, Part VI, Line 11-description of Process for Review

“The Institutional Trustee reviews the Form 990 prior to filing.”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Fred Lamke Fbo Wilmington College
EIN
31-1436661
Phone
9373821441
Address
138 PUTNAM STREET, MARIETTA, OH 45750

Signing Officer

Name
Laura Meadows
Title
Officer
Phone
9373821441
Signed
2025-05-12
Discuss with paid preparer
Yes

Organization Details

Formed
1995
Legal Domicile
Oh
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
800 YARD STREET SUITE 200, GRANDVIEW HEIGHTS, OH 43212
Preparer
Joseph B Hull
Phone
6142327290
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Net pre/post year income, -29.78”

Raw XML AppendixShowing 400 of 419 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/ActivityOrMissionDesc0Scholarships/Wilmington College
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Peoples Bank
IRS990/BooksInCareOfDetail/PhoneNum09373821441
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt048 N South Street
IRS990/BooksInCareOfDetail/USAddress/CityNm0Wilmington
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd045177
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt035237
IRS990/CashNonInterestBearingGrp/EOYAmt07819
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt05971
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt05971
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt011942
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt028567
IRS990/CYInvestmentIncomeAmt040771
IRS990/CYOtherExpensesAmt02756
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-2494
IRS990/CYSalariesCompEmpBnftPaidAmt011942
IRS990/CYTotalExpensesAmt043265
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt040771
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0All income from this trust is for Wilmington College to use in providing financial aid for needy, rural students to attend their institution.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExcsTaxSect4951Or4952Or4953Ind0false
IRS990/ExpenseAmt043263
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0534
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt0534
IRS990/FeesForServicesAccountingGrp/TotalAmt01068
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0608
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt0608
IRS990/FeesForServicesLegalGrp/TotalAmt01216
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0Peoples Bank
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt011942
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01995
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt017175
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt028567
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt028567
IRS990/GrantsToDomesticOrgsGrp/TotalAmt028567
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt087286
IRS990/GrossReceiptsAmt0110882
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt023596
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt023596
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0577198
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0602095
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt070111
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Scholarships/Wilmington College
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0612435
IRS990/NetAssetsOrFundBalancesEOYAmt0609914
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt017175
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt017175
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0612435
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0609914
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-27
IRS990/OtherExpensesGrp/Desc0OAG ANNUAL FILING FEE
IRS990/OtherExpensesGrp/Desc1CLINTON COUNTY PROBATE COURT ANNUAL
IRS990/OtherExpensesGrp/Desc2FOREIGN TAX ON QUALIFIED DIVIDENDS
IRS990/OtherExpensesGrp/Desc3FOREIGN TAX ON NONQUALIFIED DIVIDEN
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0200
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt113
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2221
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt338
IRS990/OtherExpensesGrp/TotalAmt0200
IRS990/OtherExpensesGrp/TotalAmt113
IRS990/OtherExpensesGrp/TotalAmt2221
IRS990/OtherExpensesGrp/TotalAmt338
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0Peoples Bank
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt025703
IRS990/PYInvestmentIncomeAmt041315
IRS990/PYOtherExpensesAmt02618
IRS990/PYRevenuesLessExpensesAmt02528
IRS990/PYSalariesCompEmpBnftPaidAmt010466
IRS990/PYTotalExpensesAmt038787
IRS990/PYTotalRevenueAmt041315
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-2494
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt040772
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt023724
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt020352
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/CurrentYearAmt064
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt07597
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt023660
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt020352
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt011980
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt016127
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt08372
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt08372
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt028567
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt028567
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt07116
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt028567
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt028567
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt04796
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt028567
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt035905
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt02542
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt02542
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt02542
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt04796
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt07338
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt028567
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt028567
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt01.0
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt028567
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt035905
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0false
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The Trustee is now aware of this requirement and will ensure that it is followed starting in 2023 and going forward.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1The Trustee maintains a close and continuous relationship with Wilmington College by keeping them advised of the investments and income by providing quarterly bank statements.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2While the supported organization relies on the experience and expertise of the Institutional Trustee to invest and manage the investments in the Trust, due to the close and continuous relationship, the supported organization has a significant voice in directing the use of the organization's income.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3The organization is a trust fund that disburses funds only to qualifying charitable organizations as directed by the trust's governing instrument to be used only in accordance with the governing instrument.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt4Per the terms of the Trust document, the Trust is required to pay out all income on at least a semi-annually basis. The Trust has always satisfied this requirement.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt5The Trustee has made changes to their procedure to distribute funds to the supported organization. In order to meet the IRS distribution requirements, the Trust will begin distributing an amount of Principal annually, to satisfy the requirements to maintain the status as a supporting organization.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt6The current year under distribution reported on line 6 is due to the taxpayer filing a short year period return, 10/1/2022 - 12/31/2022. The full required amount will be distributed within the next full calendar year.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A-Part IV Sec D Line 1
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Schedule A-Part IV Sec D line 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Schedule A-Part IV Sec D line 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3Schedule A-Part V Sec D line 8
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc4Schedule A-Part V Sec E line 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc5Schedule A-Part V Sec E line 6
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc6Schedule A-Part V Sec E line 6
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt0954072
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt0828616
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt027086
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt029932
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt0926986
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt0798684
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt014311
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt012429
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt0939761
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt0816187
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt032892
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt028567
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt0954072
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt0828616
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt032892
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt028567
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0310537514
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt028567
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Wilmington College
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt028567
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt028567
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0WILMINGTON COLLEGE (ADVANCEMENT)
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt0ATTN JOSEPH BULL
IRS990ScheduleI/RecipientTable/RecipientEIN0310537514
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PYLE CENTER BOX 1313 1870 QUAKER
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WILMINGTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OH
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd045177
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Pursuant to the Will, the income from the investments is to be used for grants and scholarships for worthy rural students at Wilmington College. The choices of the recipients of the grants and scholarships shall be within the total discretion of the Financial Aid Committee of Wilmington College.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Institutional Trustee reviews the Form 990 prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Net pre/post year income, -29.78
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0WILMINGTON COLLEGE (ADVANCEMENT)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine2Txt0C/O JOSEPH BULL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0310537514
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EDUCATIONAL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt02
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PYLE CENTER BOX 1313 1870 QUAKER W
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0WILMINGTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd045177
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0true
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt025703
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0WILMINGTON COLLEGE
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0b
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0612435
IRS990/TotalAssetsEOYAmt0609914
IRS990/TotalAssetsGrp/BOYAmt0612435
IRS990/TotalAssetsGrp/EOYAmt0609914
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07585
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt035680
IRS990/TotalFunctionalExpensesGrp/TotalAmt043265
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0612435
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0609914
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt043263
IRS990/TotalReportableCompFromOrgAmt011942
IRS990/TotalRevenueGrp/ExclusionAmt040771
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt040771
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0612435
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0609914
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt048 N South Street
IRS990/USAddress/CityNm0Wilmington
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd045177
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA MEADOWS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum09373821441
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FRED LAMKE FBO WILMINGTON COLLEGE
ReturnHeader/Filer/BusinessNameControlTxt0FRED
ReturnHeader/Filer/EIN0311436661
ReturnHeader/Filer/PhoneNum09373821441

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • $500k-$1M nonprofits