Civic Intelligence

Kathryn Long Scholarship Fund

EIN 91-6571078 • 501(c)3 • Milwaukee, WI

Profile

To provide scholarships to graduates from roaring fork school district re1 (college field - education)

PO Box 0634Milwaukee, WI 53201-0634

n/A

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

34th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

14th percentile

-25%

Higher net margin than 14% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

38th percentile

-0.9%

Faster asset growth than 38% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2025

Revenue Growth

70th percentile

23%

Faster revenue growth than 70% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$825,709

Down $9,394 (-1.1%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$825,709

Down $9,394 (-1.1%) from 2024

Operations
Liabilities / Revenue34th percentileNet Margin14th percentile

Revenue

Down

$38,095

Down $1,475 (-3.7%) from 2024

Expenses

Up

$47,480

Up $1,500 (+3.3%) from 2024

Net Income

Down

-$9,385

Down $2,975 (-46%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth38th percentile

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

$1.0M$500K$0Assets 2012: $741,058Liabilities 2012: $0Net Assets 2012: $741,0582012Assets 2013: $718,939Liabilities 2013: $0Net Assets 2013: $718,9392013Assets 2014: $731,311Liabilities 2014: $0Net Assets 2014: $731,3112014Assets 2015: $721,230Liabilities 2015: $0Net Assets 2015: $721,2302015Assets 2016: $705,170Liabilities 2016: $0Net Assets 2016: $705,1702016Assets 2017: $731,187Liabilities 2017: $0Net Assets 2017: $731,1872017Assets 2018: $753,521Liabilities 2018: $0Net Assets 2018: $753,5212018Assets 2019: $751,998Liabilities 2019: $0Net Assets 2019: $751,9982019Assets 2020: $754,210Liabilities 2020: $0Net Assets 2020: $754,2102020Assets 2021: $849,716Liabilities 2021: $0Net Assets 2021: $849,7162021Assets 2022: $862,803Liabilities 2022: $0Net Assets 2022: $862,8032022Assets 2023: $841,522Liabilities 2023: $0Net Assets 2023: $841,5222023Assets 2024: $835,103Liabilities 2024: $0Net Assets 2024: $835,1032024Assets 2025: $825,709Liabilities 2025: $0Net Assets 2025: $825,7092025

Highlighted filing

2025

Assets$825,709
Liabilities$0
Net Assets$825,709
Open 2025 Filing

Operations Trend

Revenue Growth70th percentile

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

$150K$100K$50K$0-$50KExpenses 2012: $45,9412012Expenses 2013: $45,8622013Revenue 2014: $60,683Expenses 2014: $48,311Net Income 2014: $12,3722014Revenue 2015: $37,893Expenses 2015: $47,974Net Income 2015: -$10,0812015Revenue 2016: $31,662Expenses 2016: $45,384Net Income 2016: -$13,7222016Revenue 2017: $69,747Expenses 2017: $43,654Net Income 2017: $26,0932017Revenue 2018: $66,292Expenses 2018: $44,636Net Income 2018: $21,6562018Revenue 2019: $42,860Expenses 2019: $43,749Net Income 2019: -$8892019Revenue 2020: $49,497Expenses 2020: $47,182Net Income 2020: $2,3152020Revenue 2021: $144,929Expenses 2021: $49,422Net Income 2021: $95,5072021Revenue 2022: $60,489Expenses 2022: $47,400Net Income 2022: $13,0892022Revenue 2023: $25,160Expenses 2023: $46,434Net Income 2023: -$21,2742023Revenue 2024: $39,570Expenses 2024: $45,980Net Income 2024: -$6,4102024Revenue 2025: $38,095Expenses 2025: $47,480Net Income 2025: -$9,3852025

Highlighted filing

2025

Revenue$38,095
Expenses$47,480
Net Income-$9,385
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$825,709
Liabilities
$0
Net assets
$825,709
Revenue
$38,095
Expenses
$47,480
Net income
-$9,385
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.26$0.00$8.26$0.38$0.47$0.09
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.35$0.00$8.35$0.40$0.46$0.06
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.42$0.00$8.42$0.25$0.46$0.21
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.63$0.00$8.63$0.60$0.47$0.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.50$0.00$8.50$1.45$0.49$0.96
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.54$0.00$7.54$0.49$0.47$0.02
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.52$0.00$7.52$0.43$0.44$0.01
2018Summary only. Only limited summary data is available for this year.$7.54$0.00$7.54$0.66$0.45$0.22
2017Summary only. Only limited summary data is available for this year.$7.31$0.00$7.31$0.70$0.44$0.26
2016Summary only. Only limited summary data is available for this year.$7.05$0.00$7.05$0.32$0.45$0.14
2015Summary only. Only limited summary data is available for this year.$7.21$0.00$7.21$0.38$0.48$0.10
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.31$0.00$7.31$0.61$0.48$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.19$0.00$7.19$0.46
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.41$0.00$7.41$0.46
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Aug 6, 2025
Return Version
2024v5.2
Gross Receipts
$349,580
Mission and Program Overview

Mission

To provide scholarships to graduates from roaring fork school district re1 (college field - education)

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$835,103$825,709▼ $9,394
Investments in Publicly Traded Securities$827,196$818,262▼ $8,934
Savings and Temporary Cash Investments$7,907$7,447▼ $460
Total Assets$835,103$825,709▼ $9,394
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$835,103$825,709▼ $9,394
Total Liabilities and Net Assets / Fund Balance$835,103$825,709▼ $9,394
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleBaseTotal
US BankCo-trustee$15,236$15,236
Frances PadillaCo-trustee$3,818$3,818
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$38,084
Other Revenue
$11
Change in Net Assets
$-9,385
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$26,806
Salaries, Compensation, and Employee Benefits$19,054
Other Expenses$1,620
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$26,806--$26,806
Current Officers, Directors, Trustees, and Key Employees$3,818$15,236-$19,054
Fees for Services Accounting-$1,200-$1,200
Other Expenses-$420-$420
Total Functional Expenses$30,624$16,856$0$47,480
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Roaring Fork Schools FoundationCarbondale, CO501(c)(3)-$26,806
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
No
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

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

“Us bank as trustee reviews the 990.”

Form 990, Page 6, Part VI, Line 19

“Available upon request from us bank”

Filing and Contact Details

Filer

Filer Name
Kathryn Long Scholarship Fund
EIN
91-6571078
Phone
5034643580
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
5034643580
Signed
2025-08-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
US Bank
Formed
2005
Legal Domicile
Co
Voting Board Members
2
Independent Board Members
0
Employees
0

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Allison J Valenty
Phone
4123556000
Supplemental Narrative

Additional Explanations

Part IX Line 5

“Compensation to co-trustees”

Explanation for Form 990, Part XI, Line 9

“ROUNDING ($9)”

Raw XML AppendixShowing 400 of 403 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/ActivityOrMissionDesc0TO PROVIDE SCHOLARSHIPS TO GRADUATES FROM ROARING FORK SCHOOL DISTRICT RE1 (COLLEGE FIELD - EDUCATION)
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0US BANK
IRS990/BooksInCareOfDetail/PhoneNum05034643580
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0555 SW OAK
IRS990/BooksInCareOfDetail/USAddress/CityNm0PORTLAND
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990/BooksInCareOfDetail/USAddress/ZIPCd097204
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt0835103
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt0825709
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt015236
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt03818
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt019054
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt026806
IRS990/CYInvestmentIncomeAmt038084
IRS990/CYOtherExpensesAmt01620
IRS990/CYOtherRevenueAmt011
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-9385
IRS990/CYSalariesCompEmpBnftPaidAmt019054
IRS990/CYTotalExpensesAmt047480
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt038095
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0ROARING FORK SCHOOL DISTRICT
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExcsTaxSect4951Or4952Or4953Ind0false
IRS990/ExpenseAmt030624
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01200
IRS990/FeesForServicesAccountingGrp/TotalAmt01200
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/PersonNm0FRANCES PADILLA
IRS990/Form990PartVIISectionAGrp/PersonNm1US BANK
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt03818
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt115236
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/TitleTxt0CO-TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1CO-TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02005
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt07541
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantAmt026806
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt026806
IRS990/GrantsToDomesticOrgsGrp/TotalAmt026806
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0319026
IRS990/GrossReceiptsAmt0349580
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt030543
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt030543
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0827196
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0818262
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CO
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0311485
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MiscellaneousRevenueGrp/ExclusionAmt011
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt011
IRS990/MissionDesc0TO PROVIDE SCHOLARSHIPS TO GRADUATES FROM ROARING FORK SCHOOL DISTRICT RE1 (COLLEGE FIELD - EDUCATION)
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0835103
IRS990/NetAssetsOrFundBalancesEOYAmt0825709
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt07541
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt07541
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-9
IRS990/OtherExpensesGrp/Desc0FOREIGN TAX WITHHELD
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0420
IRS990/OtherExpensesGrp/TotalAmt0420
IRS990/OtherRevenueTotalAmt011
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0US BANK
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt026865
IRS990/PYInvestmentIncomeAmt039559
IRS990/PYOtherExpensesAmt01817
IRS990/PYOtherRevenueAmt011
IRS990/PYRevenuesLessExpensesAmt0-6410
IRS990/PYSalariesCompEmpBnftPaidAmt017298
IRS990/PYTotalExpensesAmt045980
IRS990/PYTotalRevenueAmt039570
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-9385
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt07907
IRS990/SavingsAndTempCashInvstGrp/EOYAmt07447
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt030543
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt027509
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/CurrentYearAmt01620
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt01817
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt030543
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt027509
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt015273
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt013838
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt013650
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt011854
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt011854
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt030268
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt030268
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt010076
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt030268
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt026806
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt030268
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt03462
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt030624
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt03818
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt03462
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt03818
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt03818
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt03462
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt03818
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt026806
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt030268
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt00.886
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt026806
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt030624
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0true
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/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The trust is operated in connection with the school district and school board. It is dependent on the school district for selection, documentation, and administering scholarships. The principal of each high school appoints 3 teachers for the school to review applications and follow the set criteria for choosing the recipient each year. The trustees work closely with the selection committee in
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1The school board has a significant voice in the making and timing of the scholarships. The school board monitors the recipients and substantiates their compliance each period or year as the funds are disbursed. An annual meeting is held by the trustees with the school district to discuss investment objectives and strategies
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2meeting the criteria and in communicating the funds available for scholarships.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3The scholarship program is dependent on the trust funds. As such, the school district is attentive to the operations of the trust.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION D, LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART IV, SECTION D, LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3PART V, SECTION D, LINE 8
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt0958198
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt0877984
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt09265
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt010354
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt0948933
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt0867630
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt014373
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt013170
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt0943825
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt0864814
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt033034
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt030268
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt0958198
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt0877984
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt033034
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt030268
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0846012220
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt026806
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0ROARING FORK SCHOOL DIST
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt026806
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt026806
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0TO PROVIDE SCHOLARSHIPS TO GRADUATES FOR COLLEGE FIELD EDUCATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ROARING FORK SCHOOLS FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0843221793
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0400 SOPRIS AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CARBONDALE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CO
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd081623
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0Book Value
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0FUNDS ARE FOR ROARING FORK SCHOOL DISTRICT. THE SCHOOL DISTRICT MONITORS THE USE OF THE FUNDS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COMPENSATION TO CO-TRUSTEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1US BANK AS TRUSTEE REVIEWS THE 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVAILABLE UPON REQUEST FROM US BANK
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ROUNDING ($9)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IX LINE 5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ROARING FORK SCHOOLS FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0843221793
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EDUCATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt02
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0400 SOPRIS AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0CARBONDALE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd081623
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/StatesWhereCopyOfReturnIsFldCd0CO
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0835103
IRS990/TotalAssetsEOYAmt0825709
IRS990/TotalAssetsGrp/BOYAmt0835103
IRS990/TotalAssetsGrp/EOYAmt0825709
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt016856
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt030624
IRS990/TotalFunctionalExpensesGrp/TotalAmt047480
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0835103
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0825709
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt030624
IRS990/TotalReportableCompFromOrgAmt019054
IRS990/TotalRevenueGrp/ExclusionAmt038095
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt038095
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0835103
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0825709
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0U S BANK N A BY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05034643580
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KATHRYN LONG SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt0KATH
ReturnHeader/Filer/EIN0916571078
ReturnHeader/Filer/PhoneNum05034643580
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 0634
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0532010634
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920460586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PWC US TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 GRANT STREET 45TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALLISON J VALENTY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-08-08T09:01:30-05:00
ReturnHeader/ReturnTypeCd0990

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