Civic Intelligence

Martha and Evert Nolten School Fd Tua

EIN 59-7062295 • 501(c)3 • Birmingham, AL

Profile

Distribute the entire net income of the trust in support of the university of south florida foundation, inc. Fund for a permanent endowment for scholarships.

P O Box 11647Birmingham, AL 35202

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

80th percentile

29%

Higher net margin than 80% of similar nonprofits.

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

Top Officer Pay

45th percentile

$32,049

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 8.6% of source-year revenue.

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

Asset Growth

48th percentile

2.9%

Faster asset growth than 48% of similar nonprofits.

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

Revenue Growth

91st percentile

105%

Faster revenue growth than 91% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$3,770,179

Up $104,917 (+2.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$3,770,179

Up $104,917 (+2.9%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin80th percentile

Revenue

Up

$373,130

Up $190,975 (+105%) from 2023

Expenses

Down

$265,553

Down $4,452 (-1.6%) from 2023

Net Income

Up

$107,577

Up $195,427 (+222%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth48th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,871,237Liabilities 2011: $0Net Assets 2011: $2,871,2372011Assets 2012: $2,945,740Liabilities 2012: $0Net Assets 2012: $2,945,7402012Assets 2013: $3,320,942Liabilities 2013: $0Net Assets 2013: $3,320,9422013Assets 2014: $3,322,420Liabilities 2014: $0Net Assets 2014: $3,322,4202014Assets 2015: $3,257,097Liabilities 2015: $0Net Assets 2015: $3,257,0972015Assets 2016: $3,186,273Liabilities 2016: $0Net Assets 2016: $3,186,2732016Assets 2017: $3,275,351Liabilities 2017: $0Net Assets 2017: $3,275,3512017Assets 2018: $3,479,292Liabilities 2018: $0Net Assets 2018: $3,479,2922018Assets 2019: $3,430,410Liabilities 2019: $0Net Assets 2019: $3,430,4102019Assets 2020: $3,504,561Liabilities 2020: $0Net Assets 2020: $3,504,5612020Assets 2021: $3,793,763Liabilities 2021: $0Net Assets 2021: $3,793,7632021Assets 2022: $3,756,736Liabilities 2022: $0Net Assets 2022: $3,756,7362022Assets 2023: $3,665,262Liabilities 2023: $0Net Assets 2023: $3,665,2622023Assets 2024: $3,770,179Liabilities 2024: $0Net Assets 2024: $3,770,1792024

Highlighted filing

2024

Assets$3,770,179
Liabilities$0
Net Assets$3,770,179
Open 2024 Filing

Operations Trend

Revenue Growth91st percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $162,271Expenses 2011: $83,995Net Income 2011: $78,2762011Revenue 2012: $157,662Expenses 2012: $87,876Net Income 2012: $69,7862012Revenue 2013: $554,691Expenses 2013: $171,833Net Income 2013: $382,8582013Revenue 2014: $188,121Expenses 2014: $188,465Net Income 2014: -$3442014Revenue 2015: $130,106Expenses 2015: $194,248Net Income 2015: -$64,1422015Revenue 2016: $123,514Expenses 2016: $193,336Net Income 2016: -$69,8222016Revenue 2017: $291,633Expenses 2017: $202,101Net Income 2017: $89,5322017Revenue 2018: $401,356Expenses 2018: $201,384Net Income 2018: $199,9722018Revenue 2019: $162,344Expenses 2019: $206,342Net Income 2019: -$43,9982019Revenue 2020: $288,382Expenses 2020: $211,805Net Income 2020: $76,5772020Revenue 2021: $558,667Expenses 2021: $267,988Net Income 2021: $290,6792021Revenue 2022: $237,986Expenses 2022: $272,457Net Income 2022: -$34,4712022Revenue 2023: $182,155Expenses 2023: $270,005Net Income 2023: -$87,8502023Revenue 2024: $373,130Expenses 2024: $265,553Net Income 2024: $107,5772024

Highlighted filing

2024

Revenue$373,130
Expenses$265,553
Net Income$107,577
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,770,179
Liabilities
$0
Net assets
$3,770,179
Revenue
$373,130
Expenses
$265,553
Net income
$107,577
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$0.37$0.27$0.11
2023Detailed filing. Detailed filing data is available for this year.$3.67$0.00$3.67$0.18$0.27$0.09
2022Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$0.24$0.27$0.03
2021Detailed filing. Detailed filing data is available for this year.$3.79$0.00$3.79$0.56$0.27$0.29
2020Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.29$0.21$0.08
2019Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.16$0.21$0.04
2018Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.40$0.20$0.20
2017Detailed filing. Detailed filing data is available for this year.$3.28$0.00$3.28$0.29$0.20$0.09
2016Detailed filing. Detailed filing data is available for this year.$3.19$0.00$3.19$0.12$0.19$0.07
2015Summary only. Only limited summary data is available for this year.$3.26$0.00$3.26$0.13$0.19$0.06
2014Summary only. Only limited summary data is available for this year.$3.32$0.00$3.32$0.19$0.19$0.00
2013Summary only. Only limited summary data is available for this year.$3.32$0.00$3.32$0.55$0.17$0.38
2012Summary only. Only limited summary data is available for this year.$2.95$0.00$2.95$0.16$0.09$0.07
2011Summary only. Only limited summary data is available for this year.$2.87$0.00$2.87$0.16$0.08$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 28, 2025
Return Version
2024v5.1
Gross Receipts
$1,564,800
Mission and Program Overview

Mission

Distribute the entire net income of the trust in support of the university of south florida foundation, inc. Fund for a permanent endowment for scholarships.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,665,262$3,770,179▲ $104,917
Investments in Publicly Traded Securities$3,548,225$3,629,797▲ $81,572
Savings and Temporary Cash Investments$117,037$140,382▲ $23,345
Total Assets$3,665,262$3,770,179▲ $104,917
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,665,262$3,770,179▲ $104,917
Total Liabilities and Net Assets / Fund Balance$3,665,262$3,770,179▲ $104,917
Compensation and Service Providers
Top Officer Pay45th percentile

Board Members and Trustees

NameTitle
-Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$373,130
Other Revenue
$0
Change in Net Assets
$107,577
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$218,805
Salaries, Compensation, and Employee Benefits$32,049
Other Expenses$14,699
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$218,805--$218,805
Current Officers, Directors, Trustees, and Key Employees-$32,049-$32,049
Fees for Service Investment Mgmnt Fees-$9,899-$9,899
Fees for Services Other-$3,500-$3,500
Fees for Services Accounting-$1,300-$1,300
Total Functional Expenses$218,805$46,748$0$265,553
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Usf Foundation IncTampa, FL501 (c) (3)To Provide Scholarships to Students$218,805
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
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
No
Conflict-of-interest policy
No
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 8B

“The entity is a trust and no committees have been given authority to act on behalf of the governing body.”

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

“Regions bank trust department prepares the form 990. Senior tax department staff reviews the return for accuracy in content and calculations prior to filing with the irs. The other co-trustee is not required to approve the return prior to filing.”

Explanation for Form 990, Page 6, Part VI, Line 9

“Usf foundation, inc. 4202 e. Fowler ave. Alc 100 tampa, fl 33620”

FORM 990, PAGE 6, PART VI, LINE 15A

“The corporate trustee fees are based upon the published fee schedule.”

Form 990, Page 6, Part VI, Line 19

“The trustee makes the annual tax return and documentation available upon written request. Paper copies will be provided.”

Filing and Contact Details

Filer

Filer Name
Martha and Evert Nolten School Fd Tua
EIN
59-7062295
Phone
2058203141
Address
P O BOX 11647, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trustee
Title
Trust Officer
Phone
2058203141
Signed
2025-04-28
Discuss with paid preparer
Yes

Organization Details

Formed
2013
Legal Domicile
Fl
Voting Board Members
2
Independent Board Members
1
Employees
0

Preparer

Firm
Pwc US Tax Llp
Address
4300 E CAMELBACK ROAD STE 475, PHOENIX, AZ 85018
Preparer
Jeffrey E Kuhlin
Phone
4123556000
Supplemental Narrative

Additional Explanations

Lines 12, 13,14

“While this trust does not have a written conflict of interest policy,a written whistleblower policy, or a written document retention anddestruction policy, regions bank as corporate trustee does have all ofthe above policies. All bank policies are monitored by the bank's management.”

Explanation for Form 990, Part XI, Line 9

“Mutual fund timing difference (-$313), cy poai (-$237), py poai ($70), cy pending sales (-$106), py pending sales ($25), roc on cy sales (-$846), cost basis adjustment (-$1,253)”

Raw XML Appendix333 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
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IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0DISTRIBUTE THE ENTIRE NET INCOME OF THE TRUST IN SUPPORT OF THE UNIVERSITY OF SOUTH FLORIDA FOUNDATION, INC. FUND FOR A PERMANENT ENDOWMENT FOR SCHOLARSHIPS.
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0REGIONS BANK TRUST DEPT
IRS990/BooksInCareOfDetail/PhoneNum02058203141
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0250 RIVERCHASE PARKWAY EAST
IRS990/BooksInCareOfDetail/USAddress/CityNm0BIRMINGHAM
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd035244
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt032049
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt032049
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0218805
IRS990/CYInvestmentIncomeAmt0373130
IRS990/CYOtherExpensesAmt014699
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0107577
IRS990/CYSalariesCompEmpBnftPaidAmt032049
IRS990/CYTotalExpensesAmt0265553
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0373130
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0PROVIDE FULL FINANCIAL SUPPORT TO STUDENTS ATTENDING THE UNIVERSITY OF SOUTH FLORIDA. THE SCHOLARSHIPS ARE RESTRICTED TO FLORIDA RESIDENTS AND ARE BASED ON FINANCIAL NEED.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
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IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExcsTaxSect4951Or4952Or4953Ind0false
IRS990/ExpenseAmt0218805
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01300
IRS990/FeesForServicesAccountingGrp/TotalAmt01300
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt03500
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IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt09899
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt09899
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
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IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt032049
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02013
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0258209
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantAmt0218805
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0218805
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0218805
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01449879
IRS990/GrossReceiptsAmt01564800
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0114921
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0114921
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03548225
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03629797
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0FL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01191670
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0DISTRIBUTE THE ENTIRE NET INCOME OF THE TRUST IN SUPPORT OF THE UNIVERSITY OF SOUTH FLORIDA FOUNDATION, INC. FUND FOR A PERMANENT ENDOWMENT FOR SCHOLARSHIPS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt03665262
IRS990/NetAssetsOrFundBalancesEOYAmt03770179
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0258209
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0258209
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0true
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-2660
IRS990/OtherExpensesGrp/Desc0INVESTMENT EXPENSES
IRS990/OtherExpensesGrp/Desc1FOREIGN TAXES
IRS990/OtherRevenueMiscGrp/Desc0CASH IN LIEU OF SHARES
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0REGIONS BANK TRUST DEPT
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0225890
IRS990/PYInvestmentIncomeAmt0182155
IRS990/PYOtherExpensesAmt04859
IRS990/PYRevenuesLessExpensesAmt0-87850
IRS990/PYSalariesCompEmpBnftPaidAmt039256
IRS990/PYTotalExpensesAmt0270005
IRS990/PYTotalRevenueAmt0182155
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0107577
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt03665262
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt0117037
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IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt00
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
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IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0false
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0PER THE DOCUMENT, REGIONS BANK AND THE UNIVERSITY OF SOUTH FLORIDA ARE THE CO-TRUSTEES. THE DISTRIBUTIONS ARE CONTROLLED BY THE DIRECTOR OF FINANCIAL AID AND DIRECTOR OF ADMINSTRATION OF THE UNIVERSITY OF SOUTH FLORIDA, WHO IS THE SUPPORTED ORGANIZATION. THE SUPPORTED ORGANIZATIO N CONTROLS THE TIMING OF DISTRIBUTIONS, WHO RECEIVES THE DISTRIBUTIONS , AND PROVIDES INPUT INTO THE INVESTMENT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION B, LINE 1
IRS990ScheduleA/OtherSupportSumAmt00
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IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0218805
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0USF FOUNDATION INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0218805
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0218805
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501 (C) (3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO PROVIDE SCHOLARSHIPS TO STUDENTS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0USF FOUNDATION INC
IRS990ScheduleI/RecipientTable/RecipientEIN0590879015
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt04202 E FOWLER AVE ACL 100
IRS990ScheduleI/RecipientTable/USAddress/CityNm0TAMPA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0FL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd033620
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0Book Value
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS A TRUST WHERE THE ENTIRE NET INCOME IS PAID OUT TO SUPPORT THE USF FOUNDATION, INC. THESE FUNDS ARE MAINTAINED IN A RESTRICTED ACCOUNT FOR THE SOLE PURPOSE OF FUNDING THE SCHOLARSHIP PROGRAM. THE SCHOLARSHIP RECIPIENTS ARE SELECTED BY THE UNIVERSITY'S DIRECTOR OF FINANCIAL AID IN CONSULTATION WITH THE DIRECTOR OF ADMISSIONS. SCHOLARSHIPS ARE BASED SOLELY ON EXTREME FINANCIAL NEED AND EVIDENCE THAT STUDENTS ARE EXPECTED TO COMPLETE THEIR COLLEGE EDUCATION. SCHOLARSHIPS ARE RESTRICTED TO FLORIDA RESIDENTS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WHILE THIS TRUST DOES NOT HAVE A WRITTEN CONFLICT OF INTEREST POLICY,A WRITTEN WHISTLEBLOWER POLICY, OR A WRITTEN DOCUMENT RETENTION ANDDESTRUCTION POLICY, REGIONS BANK AS CORPORATE TRUSTEE DOES HAVE ALL OFTHE ABOVE POLICIES. ALL BANK POLICIES ARE MONITORED BY THE BANK'S MANAGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ENTITY IS A TRUST AND NO COMMITTEES HAVE BEEN GIVEN AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2REGIONS BANK TRUST DEPARTMENT PREPARES THE FORM 990. SENIOR TAX DEPARTMENT STAFF REVIEWS THE RETURN FOR ACCURACY IN CONTENT AND CALCULATIONS PRIOR TO FILING WITH THE IRS. THE OTHER CO-TRUSTEE IS NOT REQUIRED TO APPROVE THE RETURN PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3USF FOUNDATION, INC. 4202 E. FOWLER AVE. ALC 100 TAMPA, FL 33620
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE CORPORATE TRUSTEE FEES ARE BASED UPON THE PUBLISHED FEE SCHEDULE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE TRUSTEE MAKES THE ANNUAL TAX RETURN AND DOCUMENTATION AVAILABLE UPON WRITTEN REQUEST. PAPER COPIES WILL BE PROVIDED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MUTUAL FUND TIMING DIFFERENCE (-$313), CY POAI (-$237), PY POAI ($70), CY PENDING SALES (-$106), PY PENDING SALES ($25), ROC ON CY SALES (-$846), COST BASIS ADJUSTMENT (-$1,253)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0LINES 12, 13,14
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 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0USF FOUNDATION INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0590879015
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501 (C) (3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0AWARDING SCHOLARSHIPS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt07
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt04202 E FOWLER AVE ACL 100
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0TAMPA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd036652
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0FL
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03665262
IRS990/TotalAssetsEOYAmt03770179
IRS990/TotalAssetsGrp/BOYAmt03665262
IRS990/TotalAssetsGrp/EOYAmt03770179
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt046748
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0218805
IRS990/TotalFunctionalExpensesGrp/TotalAmt0265553
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03665262
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03770179
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0218805
IRS990/TotalReportableCompFromOrgAmt032049
IRS990/TotalRevenueGrp/ExclusionAmt0373130
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0373130
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03665262
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03770179
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0REGIONS BANK TRUSTEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02058203141
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARTHA AND EVERT NOLTEN SCHOOL FD TUA
ReturnHeader/Filer/BusinessNameControlTxt0NOLT
ReturnHeader/Filer/EIN0597062295
ReturnHeader/Filer/PhoneNum02058203141
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 11647
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035202
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920460586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PWC US TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04300 E CAMELBACK ROAD STE 475
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHOENIX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd085018
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY E KUHLIN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-12T09:01:31-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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