Civic Intelligence

Ernest L Arbuckle Florida Scholarships Trust

EIN 45-6600158 • 501(c)3 • Wheeling, WV

Profile

The organization is a west virginia charitable trust, established under, and governed by the terms of, the ernest l. Arbuckle trust (the "trust") for the benefit of graduates of high schools in polk county, florida who enroll as full time students at an accredited four year baccalaureate college or university located in the state of florida. The organization provides benefits in the form of scholarship awards to or for the benefit of individuals. The class of eligible individuals includes graduating seniors and graduates of accredited high schools who have regularly attended religious services and have been active in a youth ministry.

1300 Chapline StreetWheeling, WV 26003

n/A

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

92nd percentile

58%

Higher net margin than 92% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

43rd percentile

$16,702

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 7.5% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

66th percentile

9.8%

Faster asset growth than 66% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

93rd percentile

137%

Faster revenue growth than 93% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$4,217,336

Up $376,666 (+9.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$4,217,336

Up $376,666 (+9.8%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin92nd percentile

Revenue

Up

$222,369

Up $128,492 (+137%) from 2023

Expenses

Up

$92,502

Up $29,843 (+48%) from 2023

Net Income

Up

$129,867

Up $98,649 (+316%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth66th percentile

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

$6.0M$4.0M$2.0M$0Assets 2012: $2,089,469Liabilities 2012: $0Net Assets 2012: $2,089,4692012Assets 2013: $2,474,853Liabilities 2013: $0Net Assets 2013: $2,474,8532013Assets 2014: $2,578,286Liabilities 2014: $0Net Assets 2014: $2,578,2862014Assets 2015: $2,514,143Liabilities 2015: $0Net Assets 2015: $2,514,1432015Assets 2016: $2,720,909Liabilities 2016: $0Net Assets 2016: $2,720,9092016Assets 2017: $2,968,050Liabilities 2017: $0Net Assets 2017: $2,968,0502017Assets 2018: $2,726,880Liabilities 2018: $0Net Assets 2018: $2,726,8802018Assets 2019: $3,243,556Liabilities 2019: $0Net Assets 2019: $3,243,5562019Assets 2020: $3,593,857Liabilities 2020: $0Net Assets 2020: $3,593,8572020Assets 2021: $4,051,631Liabilities 2021: $0Net Assets 2021: $4,051,6312021Assets 2022: $3,378,432Liabilities 2022: $0Net Assets 2022: $3,378,4322022Assets 2023: $3,840,670Liabilities 2023: $0Net Assets 2023: $3,840,6702023Assets 2024: $4,217,336Liabilities 2024: $0Net Assets 2024: $4,217,3362024

Highlighted filing

2024

Assets$4,217,336
Liabilities$0
Net Assets$4,217,336
Open 2024 Filing

Operations Trend

Revenue Growth93rd percentile

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

$3.0M$2.0M$1.0M$0Revenue 2012: $2,104,263Expenses 2012: $14,794Net Income 2012: $2,089,4692012Revenue 2013: $440,473Expenses 2013: $55,089Net Income 2013: $385,3842013Revenue 2014: $155,111Expenses 2014: $53,420Net Income 2014: $101,6912014Revenue 2015: $178,641Expenses 2015: $57,730Net Income 2015: $120,9112015Revenue 2016: $69,448Expenses 2016: $47,436Net Income 2016: $22,0122016Revenue 2017: $300,179Expenses 2017: $69,134Net Income 2017: $231,0452017Revenue 2018: $143,765Expenses 2018: $65,150Net Income 2018: $78,6152018Revenue 2019: $197,978Expenses 2019: $70,194Net Income 2019: $127,7842019Revenue 2020: $116,403Expenses 2020: $82,316Net Income 2020: $34,0872020Revenue 2021: $242,029Expenses 2021: $70,354Net Income 2021: $171,6752021Revenue 2022: $94,217Expenses 2022: $70,396Net Income 2022: $23,8212022Revenue 2023: $93,877Expenses 2023: $62,659Net Income 2023: $31,2182023Revenue 2024: $222,369Expenses 2024: $92,502Net Income 2024: $129,8672024

Highlighted filing

2024

Revenue$222,369
Expenses$92,502
Net Income$129,867
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$4,217,336
Liabilities
$0
Net assets
$4,217,336
Revenue
$222,369
Expenses
$92,502
Net income
$129,867
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.22$0.00$4.22$0.22$0.09$0.13
2023Summary only. Only limited summary data is available for this year.$3.84$0.00$3.84$0.09$0.06$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.38$0.00$3.38$0.09$0.07$0.02
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.05$0.00$4.05$0.24$0.07$0.17
2020Summary only. Only limited summary data is available for this year.$3.59$0.00$3.59$0.12$0.08$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.24$0.00$3.24$0.20$0.07$0.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.73$0.00$2.73$0.14$0.07$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.97$0.00$2.97$0.30$0.07$0.23
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.72$0.00$2.72$0.07$0.05$0.02
2015Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.18$0.06$0.12
2014Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.16$0.05$0.10
2013Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.44$0.06$0.39
2012Summary only. Only limited summary data is available for this year.$2.09$0.00$2.09$2.10$0.01$2.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 1, 2025
Return Version
2024v5.1
Gross Receipts
$631,378
Mission and Program Overview

Mission

The organization is a west virginia charitable trust, established under, and governed by the terms of, the ernest l. Arbuckle trust (the "trust") for the benefit of graduates of high schools in polk county, florida who enroll as full time students at an accredited four year baccalaureate college or university located in the state of florida. The organization provides benefits in the form of scholarship awards to or for the benefit of individuals. The class of eligible individuals includes graduating seniors and graduates of accredited high schools who have regularly attended religious services and have been active in a youth ministry.

See Schedule O

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,714,789$3,935,554▲ $220,765
Cap Stk Tr Prin Current Funds$2,726,880$2,726,880→ $0
Rtn Earn Endowment Incm Other Fnds$1,113,790$1,490,456▲ $376,666
Savings and Temporary Cash Investments$116,393$274,002▲ $157,609
Accounts Receivable$7,644$7,780▲ $136
Cash and Non-Interest-Bearing Accounts$1,844--
Total Assets$3,840,670$4,217,336▲ $376,666
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,840,670$4,217,336▲ $376,666
Total Liabilities and Net Assets / Fund Balance$3,840,670$4,217,336▲ $376,666

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$3,840,670-▲ $469,168-$4,217,336
2023$3,378,432-▲ $524,897-$3,840,670
2022$4,051,631-▼ $602,803-$3,378,432
2021$3,593,857-▲ $527,828-$4,051,631
2020$3,243,556-▲ $432,617-$3,593,857
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleBaseTotal
Security Natl Trust CompanyTrustee$16,702$16,702

Board Members and Trustees

NameTitle
Chantel LeMastersPolk Education Foundation
Heather FrancisScholarship Committee Member
Lynette Ralph PhDScholarship Committee Member
Marlon SmithScholarship Committee Member
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$222,369
Other Revenue
$0
Change in Net Assets
$129,867
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$72,684
Salaries, Compensation, and Employee Benefits$16,702
Other Expenses$3,116
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$72,684--$72,684
Current Officers, Directors, Trustees, and Key Employees-$16,702-$16,702
Fees for Services Accounting-$1,630-$1,630
Fees for Services Other-$1,486-$1,486
Total Functional Expenses$72,684$19,818$0$92,502
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
Annual disclosure for covered persons
Yes
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 governing body review Part VI line 11

“The Trustee reviews a draft of the Form 990 prior to authorizing it to be filed.”

Conflict of interest policy compliance Part VI line 12C

“Each year the Trustee and all scholarship committee participants will sign a new conflict of interest statement which promotes discussion of how the policy could apply to any of the parties and in the event a conflict is disclosed appropriate action is taken to protect the interests of the trust.”

Governing documents etc available to public Part VI line 19

“The governing documents and all information required to be made available to the public is available upon request during regular business hours at the office of one of the Trustee, 1300 Chapline Street, Wheeling, WV 26003.”

Filing and Contact Details

Filer

Filer Name
Ernest L Arbuckle Florida Scholarship Trust
EIN
45-6600158
In Care Of
% Collin M Gaus
Phone
3042335215
Address
1300 Chapline Street, Wheeling, WV 26003

Signing Officer

Name
Collin M Gaus
Title
Trustee
Phone
3042335215
Signed
2025-05-01
Discuss with paid preparer
No

Organization Details

Formed
2011
Legal Domicile
Wv
Voting Board Members
4
Independent Board Members
4
Employees
0

Preparer

Firm
Herndon Morton Herndon Yaeger
Address
83 Edgington Lane, Wheeling, WV 26003
Preparer
Robert J Krall
Phone
3042422300
Supplemental Narrative

Additional Explanations

Part III response or note to any other line in Part III

“Part 111, Line 1 - Description of Organizations Primary Mission: The Organization is a West Virginia charitable trust, established under, and governed by the terms of, the Ernest L. Arbuckle Trust (the Trust) for the benefit of graduates of high schools in Polk County, Florida who enroll as full time students at an accredited four year baccalaureate college or university located in the State of Florida. The organization provides benefits in the form of scholarship awards to or for the benefit of individuals. The class of eligible individuals includes graduating seniors and graduates of accredited high schools who have regularly attended religious services and have been active in a youth ministry.”

Raw XML Appendix342 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/AccountsReceivableGrp/BOYAmt07644
IRS990/AccountsReceivableGrp/EOYAmt07780
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0See Schedule O
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BooksInCareOfDetail/PersonNm0The Organization
IRS990/BooksInCareOfDetail/PhoneNum03042335215
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01300 Chapline Street
IRS990/BooksInCareOfDetail/USAddress/CityNm0Wheeling
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WV
IRS990/BooksInCareOfDetail/USAddress/ZIPCd026003
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt02726880
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt02726880
IRS990/CashNonInterestBearingGrp/BOYAmt01844
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt016702
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt016702
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt072684
IRS990/CYInvestmentIncomeAmt0222369
IRS990/CYOtherExpensesAmt03116
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0129867
IRS990/CYSalariesCompEmpBnftPaidAmt016702
IRS990/CYTotalExpensesAmt092502
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0222369
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0The Trust worked with the individuals named to serve as the Scholarship Committee and with the Polk Education Foundation to publicize the availability of scholarships and to determine awards. The Trustee continued to provide funds for scholarship awards to eleven individuals in 2024.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt072684
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01630
IRS990/FeesForServicesAccountingGrp/TotalAmt01630
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt01486
IRS990/FeesForServicesOtherGrp/TotalAmt01486
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt03.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.30
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0Security Natl Trust Company
IRS990/Form990PartVIISectionAGrp/PersonNm1Heather Francis
IRS990/Form990PartVIISectionAGrp/PersonNm2Lynette Ralph PhD
IRS990/Form990PartVIISectionAGrp/PersonNm3Marlon Smith
IRS990/Form990PartVIISectionAGrp/PersonNm4Chantel LeMasters
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt016702
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Scholarship Committee Member
IRS990/Form990PartVIISectionAGrp/TitleTxt2Scholarship Committee Member
IRS990/Form990PartVIISectionAGrp/TitleTxt3Scholarship Committee Member
IRS990/Form990PartVIISectionAGrp/TitleTxt4Polk Education Foundation
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02011
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0114591
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantAmt072684
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt072684
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt072684
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0523600
IRS990/GrossReceiptsAmt0631378
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0107778
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0107778
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03714789
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03935554
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WV
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0409009
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0See Schedule O
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt03840670
IRS990/NetAssetsOrFundBalancesEOYAmt04217336
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0114591
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0114591
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0246799
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt044690
IRS990/PYInvestmentIncomeAmt093877
IRS990/PYOtherExpensesAmt03160
IRS990/PYRevenuesLessExpensesAmt031218
IRS990/PYSalariesCompEmpBnftPaidAmt014809
IRS990/PYTotalExpensesAmt062659
IRS990/PYTotalRevenueAmt093877
IRS990/QuidProQuoContributionsInd0false
IRS990/ReconcilationRevenueExpnssAmt0129867
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01113790
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01490456
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0116393
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0274002
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
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/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt02
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0591376793
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1596000807
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd12
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt036342
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt136342
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0St Mark Episcopal
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1Haines City High School
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt072684
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt019818
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt03840670
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt04217336
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt072684
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0469168
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt017969
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt03378432
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt03840670
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt044690
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0524897
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt017372
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt04051631
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt03378432
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt053024
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-602803
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt032657
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt03593857
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt04051631
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt037397
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0527828
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt028989
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt03243556
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt03593857
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt053327
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0432617
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt072684
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIP AWARDS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt08
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The Trust provides for a Scholarship Committee which, pursuant to the terms of the Trust, consists of representatives of St Mark Episcopal Church and the principal of Haines City High School, Haines City, FL. The Committee selects the recipients through the Polk Education Foundation (PEF). PEF screens the applicants and the Committee makes the selection. PEF is a 501(c)(3) Direct-Support Organization for the Polk County School Board of Florida. Periodically PEF receives a report of the grantees courses and grades in each academic period, verified by the school attended by the grantee. Transcripts and written confirmation from the school of the students status are required to be provided by the recipient to the Committee to be eligible for an award renewal.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Monitoring procedures (Part I, line 2)
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Trustee reviews a draft of the Form 990 prior to authorizing it to be filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Each year the Trustee and all scholarship committee participants will sign a new conflict of interest statement which promotes discussion of how the policy could apply to any of the parties and in the event a conflict is disclosed appropriate action is taken to protect the interests of the trust.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The governing documents and all information required to be made available to the public is available upon request during regular business hours at the office of one of the Trustee, 1300 Chapline Street, Wheeling, WV 26003.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Part 111, Line 1 - Description of Organizations Primary Mission: The Organization is a West Virginia charitable trust, established under, and governed by the terms of, the Ernest L. Arbuckle Trust (the Trust) for the benefit of graduates of high schools in Polk County, Florida who enroll as full time students at an accredited four year baccalaureate college or university located in the State of Florida. The organization provides benefits in the form of scholarship awards to or for the benefit of individuals. The class of eligible individuals includes graduating seniors and graduates of accredited high schools who have regularly attended religious services and have been active in a youth ministry.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part III response or note to any other line in Part III
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03840670
IRS990/TotalAssetsEOYAmt04217336
IRS990/TotalAssetsGrp/BOYAmt03840670
IRS990/TotalAssetsGrp/EOYAmt04217336
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt019818
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt072684
IRS990/TotalFunctionalExpensesGrp/TotalAmt092502
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03840670
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04217336
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt072684
IRS990/TotalReportableCompFromOrgAmt016702
IRS990/TotalRevenueGrp/ExclusionAmt0222369
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0222369
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03840670
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04217336
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0COLLIN M GAUS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum03042335215
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Ernest L Arbuckle Florida Scholarship Trust
ReturnHeader/Filer/BusinessNameControlTxt0ERNE
ReturnHeader/Filer/EIN0456600158
ReturnHeader/Filer/InCareOfNm0% Collin M Gaus
ReturnHeader/Filer/PhoneNum03042335215
ReturnHeader/Filer/USAddress/AddressLine1Txt01300 Chapline Street
ReturnHeader/Filer/USAddress/CityNm0Wheeling
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WV
ReturnHeader/Filer/USAddress/ZIPCd026003
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0550589014
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Herndon Morton Herndon Yaeger
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt083 Edgington Lane
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Wheeling
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WV
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd026003
ReturnHeader/PreparerPersonGrp/PhoneNum03042422300
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT J KRALL
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-05T16:27:49-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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 • $1M-$5M nonprofits