Civic Intelligence

Educational Foundation Scholarship Endowment Trust

990 • Fiscal year 2020 • EIN 56-6094839

Jul 01, 2019 to Jun 30, 2020 • Filed on May 07, 2021

Organization ProfileWWW.RAMSCLUB.COM
450 Skipper Bowles DriveChapel Hill, NC 27599

(919) 843-2000

Siviq Scores

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

Liabilities / Assets

2nd percentile

0.00x

Higher debt load relative to assets than 2% of similar nonprofits.

2020 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2020

Liabilities / Revenue

2nd percentile

0.00x

Higher debt load relative to revenue than 2% of similar nonprofits.

2020 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2020

Net Margin

90th percentile

34%

Higher net margin than 90% of similar nonprofits.

2020 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2020

Top Officer Pay

25th percentile

$468,730

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

2020 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2020

Asset Growth

20th percentile

-1.0%

Faster asset growth than 20% of similar nonprofits.

2020 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2019 to 2020

Revenue Growth

12th percentile

-17%

Faster revenue growth than 12% of similar nonprofits.

2020 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets2nd percentile

Assets

Down

$284,255,415

Down $2,880,072 (-1.0%) from 2019

Net Assets

Down

$284,218,738

Down $2,878,254 (-1.0%) from 2019

Liabilities

Down

$36,677

Down $1,818 (-4.7%) from 2019

Revenue And Expenses
Liabilities / Revenue2nd percentileNet Margin90th percentile

Revenue

Down

$17,928,472

Down $3,650,918 (-17%) from 2019

Expenses

Up

$11,748,217

Up $487,729 (+4.3%) from 2019

Net Income

Down

$6,180,255

Down $4,138,647 (-40%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$600M$400M$200M$0Assets 2010: $174,627,202Liabilities 2010: $95,815Net Assets 2010: $174,531,3872010Assets 2011: $191,065,552Liabilities 2011: $92,798Net Assets 2011: $190,972,7542011Assets 2012: $187,447,465Liabilities 2012: $66,865Net Assets 2012: $187,380,6002012Assets 2013: $200,401,457Liabilities 2013: $62,088Net Assets 2013: $200,339,3692013Assets 2014: $221,212,043Liabilities 2014: $60,023Net Assets 2014: $221,152,0202014Assets 2015: $232,725,483Liabilities 2015: $56,089Net Assets 2015: $232,669,3942015Assets 2016: $220,197,030Liabilities 2016: $47,626Net Assets 2016: $220,149,4042016Assets 2017: $241,319,053Liabilities 2017: $41,114Net Assets 2017: $241,277,9392017Assets 2018: $268,950,460Liabilities 2018: $37,844Net Assets 2018: $268,912,6162018Assets 2019: $287,135,487Liabilities 2019: $38,495Net Assets 2019: $287,096,9922019Assets 2020: $284,255,415Liabilities 2020: $36,677Net Assets 2020: $284,218,7382020Assets 2021: $389,903,195Liabilities 2021: $18,215Net Assets 2021: $389,884,9802021Assets 2022: $400,369,374Liabilities 2022: $17,748Net Assets 2022: $400,351,6262022Assets 2023: $390,931,229Liabilities 2023: $16,001Net Assets 2023: $390,915,2282023Assets 2024: $423,089,958Liabilities 2024: $0Net Assets 2024: $423,089,9582024

Highlighted filing

2020

Assets$284,255,415
Liabilities$36,677
Net Assets$284,218,738
Open 2020 Filing

Operations Trend

Revenue Growth12th percentile

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

$30M$20M$10M$0Expenses 2010: $9,249,1472010Expenses 2011: $8,966,1702011Expenses 2012: $9,455,4302012Expenses 2013: $9,585,7322013Revenue 2014: $12,185,515Expenses 2014: $9,586,869Net Income 2014: $2,598,6462014Revenue 2015: $13,432,054Expenses 2015: $10,228,784Net Income 2015: $3,203,2702015Revenue 2016: $13,254,885Expenses 2016: $10,429,259Net Income 2016: $2,825,6262016Revenue 2017: $18,603,054Expenses 2017: $10,553,783Net Income 2017: $8,049,2712017Revenue 2018: $25,227,168Expenses 2018: $10,931,913Net Income 2018: $14,295,2552018Revenue 2019: $21,579,390Expenses 2019: $11,260,488Net Income 2019: $10,318,9022019Revenue 2020: $17,928,472Expenses 2020: $11,748,217Net Income 2020: $6,180,2552020Revenue 2021: $25,351,334Expenses 2021: $12,344,558Net Income 2021: $13,006,7762021Revenue 2022: $25,037,284Expenses 2022: $12,994,195Net Income 2022: $12,043,0892022Revenue 2023: $25,424,536Expenses 2023: $14,052,980Net Income 2023: $11,371,5562023Revenue 2024: $23,391,900Expenses 2024: $15,179,740Net Income 2024: $8,212,1602024

Highlighted filing

2020

Revenue$17,928,472
Expenses$11,748,217
Net Income$6,180,255
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 7, 2021
Return Version
2019v5.1
Gross Receipts
$18,060,263
Mission and Program Overview

Mission

The trust was organized and at all times has and shall continue to be operated exclusively for the purpose of making distributions to the educational foundation, inc. (the "foundation") for use by the foundation in awarding scholarships to student-athletes attending the university of north carolina at chapel hill.

The trust operates solely to assist the university of north carolina at chapel hill in providing financial assistance to students at the university.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$255,819,607$254,596,153▼ $1,223,454
Savings and Temporary Cash Investments$12,682,501$13,124,276▲ $441,775
Pledges and Grants Receivable$11,311,893$10,019,027▼ $1,292,866
Investments in Publicly Traded Securities$290,493$294,928▲ $4,435
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$287,135,487$284,255,415▼ $2,880,072
Other Assets Total$7,030,993$6,221,031▼ $809,962
Liabilities
Other Liabilities$38,495$36,677▼ $1,818
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$38,495$36,677▼ $1,818
Net Assets / Fund Balance
Net Assets With Donor Restrictions$287,096,992$284,218,738▼ $2,878,254
Net Assets Without Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$287,096,992$284,218,738▼ $2,878,254
Total Liabilities and Net Assets / Fund Balance$287,135,487$284,255,415▼ $2,880,072

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$53,824--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$287,096,992$5,576,292▲ $3,289,788-$284,218,738
2018$268,912,616$9,684,667▲ $19,737,590-$287,096,992
2017$241,277,939$14,064,245▲ $24,482,174-$268,912,616
2016$220,149,404$7,967,278▲ $23,695,664-$241,277,939
2015$232,669,394$2,829,670▼ $4,940,358-$220,149,404
Compensation and Service Providers
Top Officer Pay25th percentile

Board Members and Trustees

NameTitle
John MontgomeryExecutive Director
Diane AldridgeCFO & General Counsel
Dawn McphersonChief Operating Officer
Matt TerrellChief Strategy & Comm Officer
Chris SmithInvestment Committee Member
Dwight StoneInvestment Committee Member
Ken WilliamsInvestment Committee Member
Frank BrennerInvestments Committee Member
Munroe CobeyInvestments Committee Member
Revenue and Support

Revenue Composition

Contributions and Grants
$5,576,292
Program Service Revenue
$0
Investment Income
$12,352,180
Other Revenue
$0
All Other Contributions
$5,576,292
Change in Net Assets
$6,180,255

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded35$2,931,847Fair Market Value (FMV)
Total Noncash Contributions35$2,931,847-

Audited Revenue Reconciliation

Revenue per Audited Statements
$17,924,589
Revenue Not Reported on Financial Statements
$3,883
Revenue Not Reported on Form 990
$-7,439,540
Total Revenue per Audited Statements
$10,485,049
Total Revenue per Form 990
$17,928,472
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$11,737,620
Other Expenses$10,597
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$11,737,620--$11,737,620
Other Expenses-$3,883-$3,883
Total Functional Expenses$11,737,620$10,597$0$11,748,217

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$13,363,303
Total Expenses per Form 990$11,748,217
Expenses per Audited Statements$11,744,334
Expenses Not Reported on Form 990$1,618,969
Expenses Not Reported on Financial Statements$3,883
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Educational Foundation IncChapel Hill, NC501(c)(3)Scholarships$11,737,620
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Annuities Payable$36,677
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Other officer compensation reviewed
Yes
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, QUESTION 11:

“Board review of form 990 during april of 2021, management distributed a draft of the 2019 form 990 to the audit committee and gave the members an opportunity to provide comments and ask questions with respect to the draft. Based on feedback provided from the audit committee, management updated the draft form 990. Prior to finalization of the return, management provided a finalized draft, via e-mail, to all members of the executive board of directors prior to filing with the irs.”

FORM 990, PART VI, SECTION B, QUESTION 12C:

“Conflict of interest policy educational foundation scholarship endowment trust has a conflict of interest policy. It is the responsibility of each board member to annually notify the foundation of any potential conflicts. The organization's annual notification process serves as its process for monitoring potential conflicts.”

FORM 990, PART VI, SECTION B, QUESTION 15:

“Compensation review educational foundation scholarship endowment trust does not employ personnel; therefore, a portion of the salaries and benefits of the educational foundation, inc. Personnel have been allocated to the educational foundation scholarship endowment trust. The educational foundation, inc.'s board of directors designated the compensation committee to be responsible for establishing compensation practices which are reasonable and do not violate the private inurement prohibition. The practices and processes are designed to avoid any claim for intermediate sanctions and to satisfy the requirements to obtain the rebuttable presumption. The compensation committee reviews outside, independent data to establish the compensation of our officers and key employees. The board of directors review and set forth the compensation for the ceo using the same process as the compensation committee.”

FORM 990, PART VI, SECTION C, QUESTION 19:

“Governing documents educational foundation scholarship endowment trust does not make its governing documents, financial statements, or its conflict of interest policy available to the public. The organization's form 990 is publicly available upon request.”

Filing and Contact Details

Filer

Filer Name
Educational Foundation
EIN
56-6094839
In Care Of
% DIANE SCOBIE ALDRIDGE
Phone
9198432000
Address
450 SKIPPER BOWLES DRIVE, CHAPEL HILL, NC 27599

Signing Officer

Name
Diane S Aldridge
Title
CFO & Gen. Counsel
Phone
9198432000
Signed
2021-05-07

Organization Details

Principal Officer
John Montgomery
Formed
1968
Legal Domicile
Nc
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
200

Preparer

Firm
Kpmg Llp
Address
300 North Greene Street Suite 400, Greensboro, NC 27401
Preparer
Shawn M Hutchinson
Phone
3362753394
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Other changes in net assets actuarial adjustment is $1,818 in 2020 and ($651) in 2019.”

Financial Statement Notes

Form 990, Schedule D, Part XI, Line 2D

“Other actuarial adjustment of $1,818 in 2019 and ($651) in 2018.”

Form 990, Schedule D, Part V, Line 4

“Intended uses of endowment funds endowments are invested in perpetuity and the income from those investments is expendable in accordance with the trust's endowment spending policy to support scholarships.”

Form 990, Schedule D, Part X, Line 2

“The trust is exempt from federal and state income taxes on related income under internal revenue code 501(a) as an organization described in section 501(c)(3) and applicable state statues. Accordingly, no provision for income taxes has been made.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt011737620
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IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt012370657
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IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0113693
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0113314
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt0-379
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IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0255819607
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0254596153
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0290493
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0294928
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0NC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0131791
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE TRUST WAS ORGANIZED AND AT ALL TIMES HAS AND SHALL CONTINUE TO BE OPERATED EXCLUSIVELY FOR THE PURPOSE OF MAKING DISTRIBUTIONS TO THE EDUCATIONAL FOUNDATION, INC. (THE "FOUNDATION") FOR USE BY THE FOUNDATION IN AWARDING SCHOLARSHIPS TO STUDENT-ATHLETES ATTENDING THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt0287096992
IRS990/NetAssetsOrFundBalancesEOYAmt0284218738
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt012238866
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt012238866
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-9060327
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt00
IRS990/NoncashContributionsAmt02931847
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt07030993
IRS990/OtherAssetsTotalGrp/EOYAmt06221031
IRS990/OtherChangesInNetAssetsAmt01818
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0ANNUITY PAYMENTS
IRS990/OtherExpensesGrp/Desc1ADMIN EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06714
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13883
IRS990/OtherExpensesGrp/TotalAmt06714
IRS990/OtherExpensesGrp/TotalAmt13883
IRS990/OtherLiabilitiesGrp/BOYAmt038495
IRS990/OtherLiabilitiesGrp/EOYAmt036677
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt011311893
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt010019027
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0JOHN MONTGOMERY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt09684667
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt011130828
IRS990/PYInvestmentIncomeAmt011894723
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0129660
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt010318902
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt011260488
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt021579390
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt06180255
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt012682501
IRS990/SavingsAndTempCashInvstGrp/EOYAmt013124276
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/Form990ScheduleAPartVIGrp/ExplanationTxt0ON AN ANNUAL BASIS, THE BOARD OF TRUSTEES OF THE EDUCATIONAL FOUNDATION SCHOLARSHIP TRUST ("TRUST") APPROPRIATES A PORTION OF THE NET APPRECIATION OF ITS ASSETS TO THE EDUCATIONAL FOUNDATION, INC. ("FOUNDATION") IN ITS CAPACITY AS AGENT FOR THE TRUST. THE DISTRIBUTIONS FROM THE TRUST TO THE FOUNDATION WERE $11,737,620 IN 2020 AND $11,130,828 in 2019. THE FOUNDATION THEN FORWARDS THESE FUNDS TO THE UNIVERSITY TO PROVIDE FINANCIAL ASSISTANCE TO STUDENTS AT THE UNIVERSITY.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Form 990, Schedule A, Part I
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt05576292
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt09684667
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt014064245
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt07967278
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02829670
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt040122152
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0113314
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0147611
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt031259
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt013037
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt010345
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0315566
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicSupportCY170Pct00.81093
IRS990ScheduleA/PublicSupportPY170Pct00.81147
IRS990ScheduleA/PublicSupportTotal170Amt032792187
IRS990ScheduleA/SubstantialContributorsTotAmt07329965
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0566058412
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd05
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt011737620
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0THE EDUCATIONAL FOUNDATION INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt011737620
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt05576292
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt09684667
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt014064245
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt07967278
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02829670
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt040122152
IRS990ScheduleA/TotalSupportAmt040437718
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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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/ScheduleBRequiredInd0true
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0287096992
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt05576292
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0284218738
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt011744334
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt03289788
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0100000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0268912616
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt09684667
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0287096992
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt011137881
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt019737590
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0282400
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0241277939
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt014064245
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0268912616
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt010629342
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt024482174

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$284,255,415
Liabilities
$36,677
Net assets
$284,218,738
Revenue
$17,928,472
Expenses
$11,748,217
Net income
$6,180,255
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$423$0.00$423$23.4$15.2$8.21
2023Detailed filing. Detailed filing data is available for this year.$391$0.02$391$25.4$14.1$11.4
2022Detailed filing. Detailed filing data is available for this year.$400$0.02$400$25.0$13.0$12.0
2021Detailed filing. Detailed filing data is available for this year.$390$0.02$390$25.4$12.3$13.0
2020Detailed filing. Detailed filing data is available for this year.$284$0.04$284$17.9$11.7$6.18
2019Detailed filing. Detailed filing data is available for this year.$287$0.04$287$21.6$11.3$10.3
2018Detailed filing. Detailed filing data is available for this year.$269$0.04$269$25.2$10.9$14.3
2017Detailed filing. Detailed filing data is available for this year.$241$0.04$241$18.6$10.6$8.05
2016Detailed filing. Detailed filing data is available for this year.$220$0.05$220$13.3$10.4$2.83
2015Detailed filing. Detailed filing data is available for this year.$233$0.06$233$13.4$10.2$3.20
2014Detailed filing. Detailed filing data is available for this year.$221$0.06$221$12.2$9.59$2.60
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$200$0.06$200$9.59
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$187$0.07$187$9.46
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$191$0.09$191$8.97
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$175$0.10$175$9.25