Liabilities / Assets
14th percentile
Tied with the lowest-debt nonprofits in its peer group.
990 • Fiscal year 2017 • EIN 45-6600158
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
14th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
14th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
96th percentile
Higher net margin than 96% of similar nonprofits.
Top Officer Pay
39th percentile
Higher top officer pay than 39% of similar nonprofits.
Top officer pay equals 8.4% of source-year revenue.
Asset Growth
66th percentile
Faster asset growth than 66% of similar nonprofits.
Revenue Growth
98th percentile
Faster revenue growth than 98% of similar nonprofits.
Assets
Up$2,968,050
Up $247,141 (+9.1%) from 2016
Net Assets
Up$2,968,050
Up $247,141 (+9.1%) from 2016
Liabilities
Flat$0
Flat from 2016
Revenue
Up$300,179
Up $230,731 (+332%) from 2016
Expenses
Up$69,134
Up $21,698 (+46%) from 2016
Net Income
Up$231,045
Up $209,033 (+950%) from 2016
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.
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 was funded in 2012 following the death of norma arbuckle, the surviving spouse of ernest l. Arbuckle.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Cap Stk Tr Prin Current Funds | $2,720,909 | $2,968,050 | ▲ $247,141 |
| Investments in Publicly Traded Securities | $2,540,343 | $2,875,962 | ▲ $335,619 |
| Savings and Temporary Cash Investments | $180,404 | $92,052 | ▼ $88,352 |
| Cash and Non-Interest-Bearing Accounts | $162 | $36 | ▼ $126 |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Rtn Earn Endowment Incm Other Fnds | $0 | $0 | → $0 |
| Total Assets | $2,720,909 | $2,968,050 | ▲ $247,141 |
| Liabilities | |||
| Total Liabilities | $0 | $0 | → $0 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $2,720,909 | $2,968,050 | ▲ $247,141 |
| Total Liabilities and Net Assets / Fund Balance | $2,720,909 | $2,968,050 | ▲ $247,141 |
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 2017 | $2,720,909 | - | ▲ $315,341 | - | $2,968,050 |
| 2016 | $2,514,143 | - | ▲ $254,202 | - | $2,720,909 |
| 2015 | $2,578,286 | - | ▼ $6,413 | - | $2,514,143 |
| 2014 | $2,474,853 | - | ▲ $156,853 | - | $2,578,286 |
| 2013 | $2,089,469 | - | ▲ $440,473 | - | $2,474,853 |
| Name | Title | Base | Total |
|---|---|---|---|
| Rev Christopher E Braithwaite | Trustee | $25,112 | $25,112 |
| Name | Title |
|---|---|
| - | Scholarship Cmte Member |
| Ellynda Hoyte | Scholarship Cmte Member |
| Monique Byrd Haines City High Schoo | Scholarship Cmte Member |
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $41,808 |
| Salaries, Compensation, and Employee Benefits | $25,112 |
| Other Expenses | $2,214 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Individuals | $41,808 | - | - | $41,808 |
| Current Officers, Directors, Trustees, and Key Employees | - | $25,112 | - | $25,112 |
| Fees for Services Accounting | - | $1,280 | - | $1,280 |
| Fees for Services Other | - | $934 | - | $934 |
| Total Functional Expenses | $41,808 | $27,326 | $0 | $69,134 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“The form 990 is prepared by an independent firm and made available to the trustee for review prior to filing.”
“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.”
“The trust does not have any employees. However, the compensation to the trustee for trust services is based on the regular fee schedule of the corporate trustee.”
“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.”
“Rev. Christopher e. Braithwaite - 102 n. 9th street, haines city, fl 33844. Ellynda hoyte - 102 n. 9th street, haines city, fl 33844. Monique byrd, haines city high school - 2800 hornet drive, haines city, fl 33844.”
“The trust assets are held pursuant to the terms and conditions of the ernest l. Arbuckle florida scholarships trust as a permanent endowment to provide scholarship awards 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.”
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/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | 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 WAS FUNDED IN 2012 FOLLOWING THE DEATH OF NORMA ARBUCKLE, THE SURVIVING SPOUSE OF ERNEST L. ARBUCKLE. |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | THE ORGANIZATION |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 3042335215 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1300 CHAPLINE STREET |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | WHEELING |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | WV |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 26003 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt | 0 | 2720909 |
| IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt | 0 | 2968050 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 162 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 36 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 25112 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 25112 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 41808 |
| IRS990/CYInvestmentIncomeAmt | 0 | 300179 |
| IRS990/CYOtherExpensesAmt | 0 | 2214 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 231045 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 25112 |
| IRS990/CYTotalExpensesAmt | 0 | 69134 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 300179 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/Desc | 0 | THE 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 PROVIDED FUNDS FOR SCHOLARSHIP AWARDS IN 2017 TO TWENTY NINE (29) INDIVIDUALS. |
| IRS990/DescribedInSection501c3Ind | 0 | 1 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 0 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 41808 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 1280 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 1280 |
| IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt | 0 | 934 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 934 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 3.50 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 0.30 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 0.30 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 0.30 |
| IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt | 0 | SECURITY NATIONAL TRUST CO |
| IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | REV CHRISTOPHER E BRAITHWAITE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | ELLYNDA HOYTE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | MONIQUE BYRD HAINES CITY HIGH SCHOO |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 25112 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | SCHOLARSHIP CMTE MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | SCHOLARSHIP CMTE MEMBER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | SCHOLARSHIP CMTE MEMBER |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 2011 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedInd | 0 | 0 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 244352 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 4 |
| IRS990/GrantAmt | 0 | 41808 |
| IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt | 0 | 41808 |
| IRS990/GrantsToDomesticIndividualsGrp/TotalAmt | 0 | 41808 |
| IRS990/GrantsToIndividualsInd | 0 | 1 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 895550 |
| IRS990/GrossReceiptsAmt | 0 | 951377 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 0 |
| IRS990/IndependentVotingMemberCnt | 0 | 4 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 55827 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 55827 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 2540343 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 2875962 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | WV |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 651198 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LobbyingActivitiesInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingCashInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | 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. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 2720909 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 2968050 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 244352 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 244352 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 16096 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrgDoesNotFollowSFAS117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrincipalOfficerNm | 0 | HEIDI A KOSSUTH |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYExcessBenefitTransInd | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 22300 |
| IRS990/PYInvestmentIncomeAmt | 0 | 69448 |
| IRS990/PYOtherExpensesAmt | 0 | 1769 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 22012 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 23367 |
| IRS990/PYTotalExpensesAmt | 0 | 47436 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 69448 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 231045 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 0 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 0 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 0 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 0 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 180404 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 92052 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd | 0 | 1 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd | 0 | 0 |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd | 0 | 0 |
| IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd | 0 | 0 |
| IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd | 0 | 1 |
| IRS990ScheduleA/IRSWrittenDeterminationInd | 0 | X |
| IRS990ScheduleA/OtherSupportSumAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrganizationsCnt | 0 | 2 |
| IRS990ScheduleA/SupportedOrganizationsTotalCnt | 0 | 2 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 0 | 591376793 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 1 | 596000807 |
| IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd | 0 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd | 1 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd | 0 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd | 1 | 2 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt | 1 | 0 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 0 | 20904 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 1 | 20904 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 0 | ST MARK EPISCOPAL CHURCH |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 1 | HAINES CITY HIGH SCHOOL |
| IRS990ScheduleA/SupportingOrganization509a3Ind | 0 | X |
| IRS990ScheduleA/SupportingOrgType1Ind | 0 | X |
| IRS990ScheduleA/SupportSumAmt | 0 | 41808 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 26392 |
| IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 2720909 |
| IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt | 0 | 2968050 |
| IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 41808 |
| IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 315341 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 25136 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 2514143 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 2720909 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 22300 |
| IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 254202 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 24954 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 2578286 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 2514143 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 32776 |
| IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | -6413 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 24220 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 2474853 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 2578286 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 29200 |
| IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 156853 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt | 0 | 29089 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt | 0 | 2089469 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt | 0 | 2474853 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt | 0 | 26000 |
| IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt | 0 | 440473 |
| IRS990ScheduleD/EndowmentsHeldRelatedOrgInd | 0 | 0 |
| IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd | 0 | 0 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | THE TRUST ASSETS ARE HELD PURSUANT TO THE TERMS AND CONDITIONS OF THE ERNEST L. ARBUCKLE FLORIDA SCHOLARSHIPS TRUST AS A PERMANENT ENDOWMENT TO PROVIDE SCHOLARSHIP AWARDS 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. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART V, LINE 4: |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 0 |
| IRS990ScheduleI/GrantRecordsMaintainedInd | 0 | 1 |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt | 0 | 41808 |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt | 0 | SCHOLARSHIP AWARDS |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt | 0 | 0 |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt | 0 | 29 |
| IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt | 0 | THE TRUST PROVIDES FOR A SCHOLARSHIP COMMITTEE WHICH, PURSUANT TO THE TERMS OF THE TRUST, CONSISTS OF THE RECTOR OF ST. MARK EPISCOPAL CHURCH, HAINES CITY, FLORIDA; A MEMBER OF THE CONGREGATION OF ST. MARK EPISCOPAL CHURCH; AND THE PRINCIPAL OF HAINES CITY HIGH SCHOOL, HAINES CITY, FLORIDA, OR HIS OR HER DESIGNATED REPRESENTATIVE. THE SCHOLARSHIP COMMITTEE SELECTS THE RECIPIENTS THROUGH THE POLK EDUCATION FOUNDATION (PEF). PEF SCREENS THE APPLICANTS AND THE SCHOLARSHIP COMMITTEE WILL MAKE THE ULTIMATE SELECTION. PEF IS A 501(C) (3) DIRECT-SUPPORT ORGANIZATION FOR THE POLK COUNTY SCHOOL BOARD OF FLORIDA. PEF PROVIDES ACCESS TO THE SCHOLARSHIP FUND THROUGH AN INTERACTIVE, ONLINE APPLICATION. THE SCHOLARSHIP COMMITTEE SELECTS FROM THOSE STUDENTS WHO COMPLETED THE PEF APPLICATION THE DESERVING STUDENTS TO RECEIVE SCHOLARSHIPS AND GRANTS TO FURTHER THEIR EDUCATION AT A COLLEGE OR UNIVERSITY LOCATED IN THE STATE OF FLORIDA. UPON NOTICE FROM THE SCHOLARSHIP COMMITTEE THAT THE RECIPIENTS OF THE GRANTS HAVE BEEN SELECTED, THE TRUSTEE DISTRIBUTES THE GRANTS TO THE PEF, WHO THEN DISTRIBUTES THE GRANTS TO THE COLLEGES OR UNIVERSITIES IN WHICH THE RESPECTIVE INDIVIDUAL RECIPIENTS ARE ENROLLED. SCHOLARSHIPS WILL BE AWARDED ON MARCH 1ST AND SEPTEMBER 1ST OF EACH CALENDAR YEAR. THE PEF ADVERTISES THE SCHOLARSHIP IN POLK COUNTY, FLORIDA. THE SCHOLARSHIP COMMITTEE MEETS PERIODICALLY TO CONDUCT THE ACTIVITIES OF THE COMMITTEE. AT LEAST ONCE A YEAR, THE PEF RECEIVES A REPORT OF THE GRANTEE'S COURSES TAKEN AND GRADES RECEIVED IN EACH ACADEMIC PERIOD, AS VERIFIED BY THE EDUCATION INSTITUTION ATTENDED BY THE GRANTEE. THE SCHOLARSHIP COMMITTEE, THROUGH THE PEF, FOLLOWS THE PROGRESS OF THE INDIVIDUAL GRANT, THAT IS, TO REVIEW EACH REPORT SUBMITTED BY THE EDUCATIONAL INSTITUTION OR PERSON, TO MAKE A DETERMINATION AS TO WHETHER THE GRANT PURPOSES ARE BEING OR HAVE BEEN FULFILLED, AND TO ADDRESS ANY QUESTIONS REQUIRING FURTHER SCRUTINY OR INVESTIGATION. VERIFIED TRANSCRIPTS AND WRITTEN CONFIRMATION FROM THE EDUCATIONAL INSTITUTION THAT THE STUDENT REMAINS ENROLLED AND IN GOOD STANDING ARE REQUIRED TO BE PROVIDED BY THE RECIPIENT TO THE SCHOLARSHIP COMMITTEE AT THE END OF EACH SEMESTER TO BE ELIGIBLE FOR A GRANT AWARD DISTRIBUTION FOR THE NEXT SEMESTER. THE SCHOLARSHIP COMMITTEE MUST AUTHORIZE THE TRUSTEE TO MAKE DISTRIBUTIONS AND THE TRUSTEE IS NOT AUTHORIZED TO MAKE AUTOMATIC DISTRIBUTIONS OF RENEWAL SCHOLARSHIPS. IF THE RECIPIENT FAILS TO PROVIDE THE COMMITTEE WITH SUCH VERIFIED TRANSCRIPTS AND CONFIRMATION, THE COMMITTEE MAY FIND THE RECIPIENT INELIGIBLE FOR ANY ADDITIONAL DISTRIBUTIONS UNDER THE SCHOLARSHIP AND THE COMMITTEE MAY THEN TERMINATE THE RECIPIENT'S SCHOLARSHIP. FURTHERMORE, THE SCHOLARSHIP COMMITTEE CONDUCTS INVESTIGATIONS WHERE REPORTS OR OTHER INFORMATION INDICATE THAT ANY PART OF THE GRANT FUNDS ARE NOT BEING USED FOR THE PURPOSES OF THE GRANT. APPROPRIATE ACTION WILL BE TAKEN TO REMEDY ANY VIOLATION OF THE TERMS OF THE AWARD, INCLUDING ELIMINATION OF ANY FUTURE DISTRIBUTION TO SUCH RECIPIENT. |
| IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART I, LINE 2: |
| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | THE FORM 990 IS PREPARED BY AN INDEPENDENT FIRM AND MADE AVAILABLE TO THE TRUSTEE FOR REVIEW PRIOR TO FILING. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | THE TRUST DOES NOT HAVE ANY EMPLOYEES. HOWEVER, THE COMPENSATION TO THE TRUSTEE FOR TRUST SERVICES IS BASED ON THE REGULAR FEE SCHEDULE OF THE CORPORATE TRUSTEE. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | REV. CHRISTOPHER E. BRAITHWAITE - 102 N. 9TH STREET, HAINES CITY, FL 33844. ELLYNDA HOYTE - 102 N. 9TH STREET, HAINES CITY, FL 33844. MONIQUE BYRD, HAINES CITY HIGH SCHOOL - 2800 HORNET DRIVE, HAINES CITY, FL 33844. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PART VI, SECTION B, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PART VI, SECTION B, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PART VI, SECTION B, LINE 15 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PART VI, SECTION C, LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC |
| IRS990/SchoolOperatingInd | 0 | 0 |
| IRS990/SignificantChangeInd | 0 | 0 |
| IRS990/SignificantNewProgramSrvcInd | 0 | 0 |
| IRS990/SubjectToProxyTaxInd | 0 | 0 |
| IRS990/TaxablePartyNotificationInd | 0 | 0 |
| IRS990/TaxExemptBondsInd | 0 | 0 |
| IRS990/TempOrPermanentEndowmentsInd | 0 | 1 |
| IRS990/TerminateOperationsInd | 0 | 0 |
| IRS990/TotalAssetsBOYAmt | 0 | 2720909 |
| IRS990/TotalAssetsEOYAmt | 0 | 2968050 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 2720909 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 2968050 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 0 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 27326 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 41808 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 69134 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 2720909 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 2968050 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 41808 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 25112 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 300179 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 300179 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 0 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 2720909 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 2968050 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990/TypeOfOrganizationTrustInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | 0 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 1300 CHAPLINE STREET |
| IRS990/USAddress/CityNm | 0 | WHEELING |
| IRS990/USAddress/StateAbbreviationCd | 0 | WV |
| IRS990/USAddress/ZIPCd | 0 | 26003 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 4 |
| IRS990/VotingMembersIndependentCnt | 0 | 4 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | 0 |
| ReturnHeader/BuildTS | 0 | 2018-06-14 16:35:46Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | HEIDI A KOSSUTH |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | VICE PRESIDENT OF TRUSTEE |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 3042335215 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2018-05-14 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | ERNEST L ARBUCKLE FLORIDA |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | SCHOLARSHIPS TRUST |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ERNE |
| ReturnHeader/Filer/EIN | 0 | 456600158 |
| ReturnHeader/Filer/PhoneNum | 0 | 3042335215 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 1300 CHAPLINE STREET |
| ReturnHeader/Filer/USAddress/CityNm | 0 | WHEELING |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | WV |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 26003 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | D0FBB68E993A362BEF4F0D7F35979DDFE93A37DC |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 08B3236F30419E6F9A1F227D1C57A6E10B285AD5 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 50.197.35.193 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2018-05-14 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | ED |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 17:45:41 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 550589014 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | HERNDON MORTON HERNDON & YAEGER |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 83 EDGINGTON LANE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | WHEELING |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | WV |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 260031541 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 3042422300 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | ROBERT J KRALL |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2018-05-14T17:27:51-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2017-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2017-12-31 |
| ReturnHeader/TaxYr | 0 | 2017 |
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Displayed year
2017 • Form 990Detailed filing. Detailed filing data is available for this year.