Civic Intelligence

The Jefferson Standard Business Education

EIN 56-6040782 • 501(c)3 • Dallas, TX

Profile

Support school of business at university of north carolina

PO Box 653067Dallas, TX 75265-3067

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

95th percentile

79%

Higher net margin than 95% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$463

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

63rd percentile

5.5%

Faster asset growth than 63% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

97th percentile

385%

Faster revenue growth than 97% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$379,492

Up $19,672 (+5.5%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$379,492

Up $19,672 (+5.5%) from 2024

Operations
Liabilities / Revenue62nd percentileNet Margin95th percentile

Revenue

Up

$48,644

Up $38,614 (+385%) from 2024

Expenses

Up

$10,388

Up $592 (+6.0%) from 2024

Net Income

Up

$38,256

Up $38,022 (+16249%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth63rd percentile

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

$400K$300K$200K$100K$0Assets 2012: $229,943Liabilities 2012: $02012Assets 2013: $243,937Liabilities 2013: $02013Assets 2014: $260,916Liabilities 2014: $0Net Assets 2014: $260,9162014Assets 2015: $237,735Liabilities 2015: $0Net Assets 2015: $237,7352015Assets 2016: $241,532Liabilities 2016: $0Net Assets 2016: $241,5322016Assets 2017: $242,556Liabilities 2017: $0Net Assets 2017: $242,5562017Assets 2018: $278,135Liabilities 2018: $0Net Assets 2018: $278,1352018Assets 2019: $276,891Liabilities 2019: $0Net Assets 2019: $276,8912019Assets 2020: $265,026Liabilities 2020: $0Net Assets 2020: $265,0262020Assets 2021: $326,728Liabilities 2021: $0Net Assets 2021: $326,7282021Assets 2022: $347,161Liabilities 2022: $0Net Assets 2022: $347,1612022Assets 2023: $339,620Liabilities 2023: $0Net Assets 2023: $339,6202023Assets 2024: $359,820Liabilities 2024: $0Net Assets 2024: $359,8202024Assets 2025: $379,492Liabilities 2025: $0Net Assets 2025: $379,4922025

Highlighted filing

2025

Assets$379,492
Liabilities$0
Net Assets$379,492
Open 2025 Filing

Operations Trend

Revenue Growth97th percentile

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

$100K$50K$0-$50KRevenue 2012: $8,008Expenses 2012: $9,590Net Income 2012: -$1,5822012Revenue 2013: $23,584Expenses 2013: $9,590Net Income 2013: $13,9942013Revenue 2014: $27,418Expenses 2014: $9,721Net Income 2014: $17,6972014Revenue 2015: $3,572Expenses 2015: $27,241Net Income 2015: -$23,6692015Revenue 2016: $7,899Expenses 2016: $7,357Net Income 2016: $5422016Revenue 2017: $8,145Expenses 2017: $6,223Net Income 2017: $1,9222017Revenue 2018: $41,666Expenses 2018: $6,977Net Income 2018: $34,6892018Revenue 2019: $5,828Expenses 2019: $7,140Net Income 2019: -$1,3122019Revenue 2020: $8,141Expenses 2020: $7,287Net Income 2020: $8542020Revenue 2021: $2,861Expenses 2021: $6,793Net Income 2021: -$3,9322021Revenue 2022: $84,450Expenses 2022: $7,722Net Income 2022: $76,7282022Revenue 2023: -$1,985Expenses 2023: $8,133Net Income 2023: -$10,1182023Revenue 2024: $10,030Expenses 2024: $9,796Net Income 2024: $2342024Revenue 2025: $48,644Expenses 2025: $10,388Net Income 2025: $38,2562025

Highlighted filing

2025

Revenue$48,644
Expenses$10,388
Net Income$38,256
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$379,492
Liabilities
$0
Net assets
$379,492
Revenue
$48,644
Expenses
$10,388
Net income
$38,256
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.79$0.00$3.79$0.49$0.10$0.38
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.60$0.00$3.60$0.10$0.10$0.00
2023Detailed filing. Detailed filing data is available for this year.$3.40$0.00$3.40$0.02$0.08$0.10
2022Detailed filing. Detailed filing data is available for this year.$3.47$0.00$3.47$0.84$0.08$0.77
2021Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.03$0.07$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.65$0.00$2.65$0.08$0.07$0.01
2019Summary only. Only limited summary data is available for this year.$2.77$0.00$2.77$0.06$0.07$0.01
2018Summary only. Only limited summary data is available for this year.$2.78$0.00$2.78$0.42$0.07$0.35
2017Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.08$0.06$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.42$0.00$2.42$0.08$0.07$0.01
2015Summary only. Only limited summary data is available for this year.$2.38$0.00$2.38$0.04$0.27$0.24
2014Summary only. Only limited summary data is available for this year.$2.61$0.00$2.61$0.27$0.10$0.18
2013Summary only. Only limited summary data is available for this year.$2.44$0.00$0.24$0.10$0.14
2012Summary only. Only limited summary data is available for this year.$2.30$0.00$0.08$0.10$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 10, 2025
Return Version
2024v5.2
Gross Receipts
$77,807
Mission and Program Overview

Mission

Support school of business at university of north carolina

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$359,820$379,492▲ $19,672
Investments Other Securities-$367,097-
Investments in Publicly Traded Securities$348,288--
Savings and Temporary Cash Investments$11,532$12,395▲ $863
Total Assets$359,820$379,492▲ $19,672
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$359,820$379,492▲ $19,672
Total Liabilities and Net Assets / Fund Balance$359,820$379,492▲ $19,672
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleBaseTotal
-Trustee$463$463
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$48,644
Other Revenue
$0
Change in Net Assets
$38,256
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$8,869
Other Expenses$1,056
Salaries, Compensation, and Employee Benefits$463
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$8,869--$8,869
Fees for Services Accounting$320$480-$800
Current Officers, Directors, Trustees, and Key Employees$185$278-$463
All Other Expenses-$256-$256
Total Functional Expenses$9,374$1,014$0$10,388
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Kenan-flagler Bus SchoolChapel Hill, NC170(b)(1)(A)(ii)Provide Graduate Educational Scholarships$8,869
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
Backup withholding compliance
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

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“When decisions are made, they are documented in the permanent record.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“When decisions are made, they are documented in the permanent record.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“This organization is formed as a trust under state law, and Bankof America is corporate trustee. Form 990 is prepared by Bank of America tax professionals under the direct supervision of a corporateofficer of the trustee.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“Annual statement of compliance signed and documented by all employees of the corporate fiduciary.”

Form 990, Page 6, Part VI, Line 19

“The organization, and the Bank as corporate fiduciary, make governing documents, conflicts of interest policy, and financial statements available to the public as required by federal and state laws.”

Filing and Contact Details

Filer

Filer Name
The Jefferson Standard Business Education
EIN
56-6040782
Phone
8888663275
Address
PO BOX 653067, DALLAS, TX 75265-3067

Signing Officer

Name
Bank of America N a
Title
Managing Director
Phone
8888663275
Signed
2025-11-10

Organization Details

Formed
1958
Legal Domicile
Nc
Voting Board Members
0
Independent Board Members
0
Employees
0
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Ctf adjustments ($18,588) and rounding $4.00”

Raw XML Appendix280 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/ActivityOrMissionDesc0SUPPORT SCHOOL OF BUSINESS AT UNIVERSITY OF NORTH CAROLINA
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0256
IRS990/AllOtherExpensesGrp/TotalAmt0256
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BANK OF AMERICA NA
IRS990/BooksInCareOfDetail/PhoneNum08888663275
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 653067
IRS990/BooksInCareOfDetail/USAddress/CityNm0DALLAS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0752653067
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0278
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0185
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0463
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt08869
IRS990/CYInvestmentIncomeAmt048644
IRS990/CYOtherExpensesAmt01056
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt038256
IRS990/CYSalariesCompEmpBnftPaidAmt0463
IRS990/CYTotalExpensesAmt010388
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt048644
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0DISTRIBUTED NET INCOME TO KENAN-FLAGLER SCHOOL OF BUSINESS, UNC, CHAPEL HILL.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExcsTaxSect4951Or4952Or4953Ind0false
IRS990/ExpenseAmt08869
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0480
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt0320
IRS990/FeesForServicesAccountingGrp/TotalAmt0800
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0BANK OF AMERICA NA
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0463
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01958
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt039038
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantAmt08869
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt08869
IRS990/GrantsToDomesticOrgsGrp/TotalAmt08869
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt068201
IRS990/GrossReceiptsAmt077807
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt09606
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt09606
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0367097
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0348288
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt029163
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SUPPORT SCHOOL OF BUSINESS AT UNIVERSITY OF NORTH CAROLINA
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0359820
IRS990/NetAssetsOrFundBalancesEOYAmt0379492
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt039038
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-18584
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0BANK OF AMERICA NA
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0BANK OF AMERICA TRUSTEE FEES
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0185
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt08367
IRS990/PYInvestmentIncomeAmt010030
IRS990/PYOtherExpensesAmt0990
IRS990/PYRevenuesLessExpensesAmt0234
IRS990/PYSalariesCompEmpBnftPaidAmt0439
IRS990/PYTotalExpensesAmt09796
IRS990/PYTotalRevenueAmt010030
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt038256
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0359820
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0379492
IRS990/SavingsAndTempCashInvstGrp/BOYAmt011532
IRS990/SavingsAndTempCashInvstGrp/EOYAmt012395
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt00
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
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/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0560771850
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt08869
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0KENAN-FLAGLER BUS SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt08869
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt08869
IRS990ScheduleI/RecipientTable/IRCSectionDesc0170(b)(1)(A)(ii)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PROVIDE GRADUATE EDUCATIONAL SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0KENAN-FLAGLER BUS SCHOOL
IRS990ScheduleI/RecipientTable/RecipientEIN0560771850
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0UNC-CH CB3490- CARROLL HALL
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CHAPEL HILL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NC
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd0275993490
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0VERIFICATION OF PUBLIC CHARITY STATUS AND USE OF FUNDS PER TRUST DOCUMENT PROVISIONS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0When decisions are made, they are documented in the permanent record.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1When decisions are made, they are documented in the permanent record.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2This organization is formed as a trust under state law, and Bankof America is corporate trustee. Form 990 is prepared by Bank of America tax professionals under the direct supervision of a corporateofficer of the trustee.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Annual statement of compliance signed and documented by all employees of the corporate fiduciary.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The organization, and the Bank as corporate fiduciary, make governing documents, conflicts of interest policy, and financial statements available to the public as required by federal and state laws.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CTF ADJUSTMENTS ($18,588) AND ROUNDING $4.00
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NC
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0359820
IRS990/TotalAssetsEOYAmt0379492
IRS990/TotalAssetsGrp/BOYAmt0359820
IRS990/TotalAssetsGrp/EOYAmt0379492
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01014
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt09374
IRS990/TotalFunctionalExpensesGrp/TotalAmt010388
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0359820
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0379492
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt09054
IRS990/TotalReportableCompFromOrgAmt0463
IRS990/TotalRevenueGrp/ExclusionAmt09606
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt048644
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0359820
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0379492
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BANK OF AMERICA N A
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGING DIR
ReturnHeader/BusinessOfficerGrp/PhoneNum08888663275
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE JEFFERSON STANDARD BUSINESS EDUCATION
ReturnHeader/Filer/BusinessNameControlTxt0JEFF
ReturnHeader/Filer/EIN0566040782
ReturnHeader/Filer/PhoneNum08888663275
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 653067
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0752653067
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02025-11-10T14:01:29-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.