Civic Intelligence

Sigma Delta Tau Foundation Inc.

990 • Fiscal year 2018 • EIN 35-1783190

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 21, 2019

Organization ProfileWWW.SIGMADELTATAU.ORG
714 Adams StreetCarmel, IN 46032

(317) 846-7747

Siviq Scores

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

Liabilities / Assets

26th percentile

0.01x

Higher debt load relative to assets than 26% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

36th percentile

0.04x

Higher debt load relative to revenue than 36% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

8th percentile

-38%

Higher net margin than 8% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

54th percentile

$70,858

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 31.2% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

8th percentile

-16%

Faster asset growth than 8% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

8th percentile

-35%

Faster revenue growth than 8% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$1,024,067

Down $196,977 (-16%) from 2017

Net Assets

Down

$1,013,992

Down $195,659 (-16%) from 2017

Liabilities

Down

$10,075

Down $1,318 (-12%) from 2017

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin8th percentile

Revenue

Down

$226,763

Down $124,666 (-35%) from 2017

Expenses

Up

$313,513

Up $70,939 (+29%) from 2017

Net Income

Down

-$86,750

Down $195,605 (-180%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $591,575Liabilities 2011: $11,480Net Assets 2011: $580,0952011Assets 2012: $725,507Liabilities 2012: $22,146Net Assets 2012: $703,3612012Assets 2013: $872,194Liabilities 2013: $14,150Net Assets 2013: $858,0442013Assets 2014: $980,692Liabilities 2014: $13,440Net Assets 2014: $967,2522014Assets 2015: $989,512Liabilities 2015: $15,953Net Assets 2015: $973,5592015Assets 2016: $1,021,416Liabilities 2016: $10,075Net Assets 2016: $1,011,3412016Assets 2017: $1,221,044Liabilities 2017: $11,393Net Assets 2017: $1,209,6512017Assets 2018: $1,024,067Liabilities 2018: $10,075Net Assets 2018: $1,013,9922018Assets 2019: $1,196,717Liabilities 2019: $10,000Net Assets 2019: $1,186,7172019Assets 2020: $1,322,732Liabilities 2020: $16,566Net Assets 2020: $1,306,1662020Assets 2022: $1,455,753Liabilities 2022: $48,268Net Assets 2022: $1,407,4852022Assets 2023: $1,469,907Liabilities 2023: $43,154Net Assets 2023: $1,426,7532023Assets 2024: $1,568,158Liabilities 2024: $43,590Net Assets 2024: $1,524,5682024Assets 2025: $1,731,057Liabilities 2025: $91,025Net Assets 2025: $1,640,0322025

Highlighted filing

2018

Assets$1,024,067
Liabilities$10,075
Net Assets$1,013,992
Open 2018 Filing

Operations Trend

Revenue Growth8th percentile

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

$1.0M$500K$0-$500KExpenses 2011: $111,0252011Expenses 2012: $127,3352012Revenue 2013: $182,184Expenses 2013: $115,602Net Income 2013: $66,5822013Revenue 2014: $355,075Expenses 2014: $136,078Net Income 2014: $218,9972014Revenue 2015: $170,040Expenses 2015: $133,338Net Income 2015: $36,7022015Revenue 2016: $178,207Expenses 2016: $201,555Net Income 2016: -$23,3482016Revenue 2017: $351,429Expenses 2017: $242,574Net Income 2017: $108,8552017Revenue 2018: $226,763Expenses 2018: $313,513Net Income 2018: -$86,7502018Revenue 2019: $275,070Expenses 2019: $238,667Net Income 2019: $36,4032019Revenue 2020: $268,738Expenses 2020: $227,158Net Income 2020: $41,5802020Revenue 2022: $704,980Expenses 2022: $535,038Net Income 2022: $169,9422022Revenue 2023: $647,852Expenses 2023: $668,744Net Income 2023: -$20,8922023Revenue 2024: $833,664Expenses 2024: $849,236Net Income 2024: -$15,5722024Revenue 2025: $954,618Expenses 2025: $892,726Net Income 2025: $61,8922025

Highlighted filing

2018

Revenue$226,763
Expenses$313,513
Net Income-$86,750
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 21, 2019
Return Version
2018v3.1
Gross Receipts
$951,468
Mission and Program Overview

Mission

Sigma delta tau foundation, inc was organized exclusively for charitable and educational purposes. The foundation supports the educational, leadership and philanthropic activities of sigma delta tau members by providing scholarships, educational grants, hardship support, and financial grants. The foundation also provides program grants to sigma delta tau society, a 501(c)7 organization whose activities are consistent with encouraging each member to reach their fullest potential by enriching the experience of women with similar ideals, building lasting relationships, promoting civic responsibility, and fostering personal growth.

Sigma delta tau foundation, inc. Was organized exclusively for charitable and educational purposes. The foundation supports college education by awarding grants and fellowships to students. The foundation also may provide financial grants to sigma delta tau society, a 501(c)(7) organization whose activities are consistent with encouraging patriotism, scholarship, leadership, and personal development of college students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,049,798$933,475▼ $116,323
Savings and Temporary Cash Investments$164,058$90,328▼ $73,730
Pledges and Grants Receivable$6,757$0▼ $6,757
Land, Buildings, and Equipment, Net$431$264▼ $167
Total Assets$1,221,044$1,024,067▼ $196,977
Liabilities
Other Liabilities$10,000$10,000→ $0
Accounts Payable and Accrued Expenses$1,393$75▼ $1,318
Total Liabilities$11,393$10,075▼ $1,318
Net Assets / Fund Balance
Permanently Rstr Net Assets$577,876$619,241▲ $41,365
Unrestricted Net Assets$329,764$265,229▼ $64,535
Temporarily Rstr Net Assets$302,011$129,522▼ $172,489
Total Net Assets Fund Balance$1,209,651$1,013,992▼ $195,659
Total Liabilities and Net Assets / Fund Balance$1,221,044$1,024,067▼ $196,977

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$264$20,809$21,073

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$770,672$51,534▼ $72,430-$702,701
2017$682,862$44,090▲ $93,152-$770,672
2016$625,440$36,694▲ $42,821-$682,862
2015$663,559$15,041▼ $24,330-$625,440
2014$598,242$75,580▲ $20,451-$663,559
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Kristen JacksonFoundation DirectorFT$70,858$70,858

Board Members and Trustees

NameTitle
Beth SeslerPresident
Hope FreedmanVice President
Suzanne LutzVice President
Briana HoltzmanTrustee
Caren Silverman SafraTrustee
Carol Ann SchwartzTrustee
Carol GoldsteinTrustee
Nancy SpireTrustee
Pam BorsteinTrustee
Sari FactorTrustee
Sheila SchwartzTrustee
Susannah Wesley-ahlschwedeTrustee
Anna Maria GoldTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$219,046
Program Service Revenue
$0
Investment Income
$7,717
Other Revenue
$0
All Other Contributions
$155,770
Change in Net Assets
$-86,750
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$134,155
Other Expenses$99,254
Salaries, Compensation, and Employee Benefits$80,104
Total Fundraising Expense$45,232
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$93,005--$93,005
Current Officers, Directors, Trustees, and Key Employees$22,300$27,603$22,300$72,203
Grants to Domestic Individuals$41,150--$41,150
Advertising$8,196$712$11,273$20,181
Conferences and Meetings$8,186$10,284-$18,470
Office Expenses$578$12,181$579$13,338
Insurance$2,954$3,657$2,954$9,565
Fees for Service Investment Mgmnt Fees-$9,559-$9,559
Fees for Services Accounting-$8,851-$8,851
Other Expenses$1,820$2,498$3,833$8,151
Payroll Taxes$2,440$3,021$2,440$7,901
Occupancy$1,853$2,294$1,853$6,000
Information Technology-$4,972-$4,972
Depreciation Depletion-$167-$167
Total Functional Expenses$182,482$85,799$45,232$313,513
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sigma Delta Tau Society Upsilon ChapterBloomington, IN501(c)7Educational Space Renovation$64,005
Sigma Delta Tau SocietyCarmel, IN501(c)7Educational Programming$29,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Funds Held in Trust - Bequest$10,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The finance committee reviews form 990 prior to the return being filed.”

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

“The foundation reviews the policy and any conflicts of interest on an annual basis.”

Form 990, Part VI, Section B, Line 15A

“Compensation is determined on a year to year basis by the board and takes into consideration responsibilities, budget, economy, etc.”

Form 990, Part VI, Section C, Line 19

“The foundation makes its governing documents, financial statements and tax return available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Sigma Delta Tau Foundation Inc
EIN
35-1783190
Phone
3178467747
Address
714 ADAMS STREET, CARMEL, IN 46032

Signing Officer

Name
Kristen Jackson
Title
Foundation Director
Phone
3178467747
Signed
2019-10-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Beth Sesler
Formed
1963
Legal Domicile
In
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
22

Preparer

Firm
Mcm Cpas & Advisors Llp
Address
6840 EAGLE HIGHLANDS WAY, INDIANAPOLIS, IN 46254
Preparer
Rebekah Payne CPA
Phone
3173475200
Supplemental Narrative

Additional Explanations

FORM 990,PART V, LINE 2A, NUMBER OF EMPLOYEES REPORTED ON FORM W-3:

“The foundation's payroll is processed by a common paymaster. The foundation reimburses the common paymaster for the payroll for the foundation's employees and this reimbursement is recognized as expense on the foundation's form 990. The form w-3 is filed by the common paymaster; form w-3 is not required to be filed by the foundation.”

FORM 990, PART XII, LINE 2C:

“The organization has a committee that is responsible for overseeing the review process as well as selecting an independent accountant.”

Financial Statement Notes

PART V, LINE 4:

“The organization's intended use of the endowment funds is to provide grants and scholarships.”

PART X, LINE 2:

“The foundation has evalutated tax positions taken in the tax returns filed and has determined that there are no uncertain tax positions as defined by generally accepted accounting principles.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt9FOUNDATION DIRECTOR
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IRS990/InformationTechnologyGrp/TotalAmt04972
IRS990/InsuranceGrp/FundraisingAmt02954
IRS990/InsuranceGrp/ManagementAndGeneralAmt03657
IRS990/InsuranceGrp/ProgramServicesAmt02954
IRS990/InsuranceGrp/TotalAmt09565
IRS990/InvestmentIncomeGrp/ExclusionAmt022948
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt022948
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01049798
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0933475
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt020809
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0431
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0264
IRS990/LandBldgEquipCostOrOtherBssAmt021073
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0724705
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt063276
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SIGMA DELTA TAU FOUNDATION, INC. WAS ORGANIZED EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES. THE FOUNDATION SUPPORTS COLLEGE EDUCATION BY AWARDING GRANTS, AND FELLOWSHIPS TO STUDENTS. THE FOUNDATION ALSO MAY PROVIDE FINANCIAL GRANTS TO SIGMA DELTA TAU SOCIETY, A 501(C)(7) ORGANIZATION WHOSE ACTIVITIES ARE CONSISTENT WITH ENCOURAGING PATRIOTISM, SCHOLARSHIP, LEADERSHIP, AND PERSONAL DEVELOPMENT OF COLLEGE STUDENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01209651
IRS990/NetAssetsOrFundBalancesEOYAmt01013992
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-15231
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-15231
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-108909
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt01853
IRS990/OccupancyGrp/ManagementAndGeneralAmt02294
IRS990/OccupancyGrp/ProgramServicesAmt01853
IRS990/OccupancyGrp/TotalAmt06000
IRS990/OfficeExpensesGrp/FundraisingAmt0579
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt012181
IRS990/OfficeExpensesGrp/ProgramServicesAmt0578
IRS990/OfficeExpensesGrp/TotalAmt013338
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0OTHER EXPENSES
IRS990/OtherExpensesGrp/FundraisingAmt03833
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02498
IRS990/OtherExpensesGrp/ProgramServicesAmt01820
IRS990/OtherExpensesGrp/TotalAmt08151
IRS990/OtherLiabilitiesGrp/BOYAmt010000
IRS990/OtherLiabilitiesGrp/EOYAmt010000
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt02440
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03021
IRS990/PayrollTaxesGrp/ProgramServicesAmt02440
IRS990/PayrollTaxesGrp/TotalAmt07901
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0577876
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0619241
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt06757
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0BETH SESLER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0THE FOUNDATION ISSUED AN EDUCATIONAL GRANT TO SIGMA DELTA TAU SOCIETY IN SUPPORT OF EDUCATIONAL SPEAKERS AT THE SOCIETY'S CONVENTION.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt029000
IRS990/ProgSrvcAccomActy2Grp/GrantAmt029000
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt034811
IRS990/ProgSrvcAccomActy3Grp/Desc0THE FOUNDATION PROVIDED INFORMATION TO SIGMA DELTA TAU SOCIETY MEMBERS THROUGH DEDICATED PAGES OF THE SOCIETY'S MAGAZINE AND THROUGH PUBLICATION OF A NEWSLETTER.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt08196
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt09838
IRS990/ProgSrvcAccomActyOtherGrp/Desc0PROGRAM COST TO PROVIDE PROGRAMMING, EDUCATION, HOUSING, AND SUPPORT FOR STUDENTS.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0104136
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt064005
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0125002
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0294477
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt081809
IRS990/PYInvestmentIncomeAmt056952
IRS990/PYOtherExpensesAmt088737
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0108855
IRS990/PYSalariesCompEmpBnftPaidAmt072028
IRS990/PYTotalExpensesAmt0242574
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0351429
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-86750
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt049395
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0164058
IRS990/SavingsAndTempCashInvstGrp/EOYAmt090328
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0219046
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0294477
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0167762
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0167473
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0209856
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01058614
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt022948
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt024321
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt025386
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt024022
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt019538
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0116215
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.87530
IRS990ScheduleA/PublicSupportPY170Pct00.88590
IRS990ScheduleA/PublicSupportTotal170Amt01028356
IRS990ScheduleA/SubstantialContributorsTotAmt030258
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0219046
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0294477
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0167762
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0167473
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0209856
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01058614
IRS990ScheduleA/TotalSupportAmt01174829
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt016402
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0770672
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt051534
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0702701
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt030673
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-72430
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt014076
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0682862
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt044090
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0770672
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt035356
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt093152
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt013093
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0625440
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt036694
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0682862
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt09000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt042821
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt012830
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0663559
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt015041
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0625440
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt016000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-24330
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt011964
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0598242
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt075580
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0663559
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt018750
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt020451
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0264
IRS990ScheduleD/EquipmentGrp/DepreciationAmt020809
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt021073
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt010000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0FUNDS HELD IN TRUST - BEQUEST
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.88120
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S INTENDED USE OF THE ENDOWMENT FUNDS IS TO PROVIDE GRANTS AND SCHOLARSHIPS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION HAS EVALUTATED TAX POSITIONS TAKEN IN THE TAX RETURNS FILED AND HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS AS DEFINED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.11880
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0264
IRS990ScheduleD/TotalLiabilityAmt010000
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt041150

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,024,067
Liabilities
$10,075
Net assets
$1,013,992
Revenue
$226,763
Expenses
$313,513
Net income
-$86,750
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.73$0.09$1.64$0.95$0.89$0.06
2024Detailed filing. Detailed filing data is available for this year.$1.57$0.04$1.52$0.83$0.85$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.47$0.04$1.43$0.65$0.67$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.46$0.05$1.41$0.70$0.54$0.17
2020Detailed filing. Detailed filing data is available for this year.$1.32$0.02$1.31$0.27$0.23$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.20$0.01$1.19$0.28$0.24$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.02$0.01$1.01$0.23$0.31$0.09
2017Detailed filing. Detailed filing data is available for this year.$1.22$0.01$1.21$0.35$0.24$0.11
2016Detailed filing. Detailed filing data is available for this year.$1.02$0.01$1.01$0.18$0.20$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.99$0.02$0.97$0.17$0.13$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.98$0.01$0.97$0.36$0.14$0.22
2013Detailed filing. Detailed filing data is available for this year.$0.87$0.01$0.86$0.18$0.12$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.73$0.02$0.70$0.13
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.59$0.01$0.58$0.11