Civic Intelligence

Saint Marys Eastbay Scholarship Fund

EIN 94-6081827 • 501(c)3 • Pleasant Hill, CA

Profile

COLLEGE SCHOLARSHIPS

3480 Buskirk Ave 305Pleasant Hill, CA 94523

n/A,%20NONE

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

35th percentile

0.00x

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

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

Net Margin

85th percentile

39%

Higher net margin than 85% of similar nonprofits.

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

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

Asset Growth

52nd percentile

4.0%

Faster asset growth than 52% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$762,450

Down $15,635 (-2.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$762,450

Down $15,635 (-2.0%) from 2023

Operations
Liabilities / Revenue35th percentileNet Margin85th percentile

Revenue

Up

$74,466

Up $16,293 (+28%) from 2023

Expenses

Down

$45,443

Down $37 (-0.1%) from 2023

Net Income

Up

$29,023

Up $16,330 (+129%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth52nd percentile

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

$800K$600K$400K$200K$0Assets 2010: $781,314Liabilities 2010: $0Net Assets 2010: $781,3142010Assets 2011: $766,837Liabilities 2011: $0Net Assets 2011: $766,8372011Assets 2012: $735,596Liabilities 2012: $0Net Assets 2012: $735,5962012Assets 2013: $727,910Liabilities 2013: $0Net Assets 2013: $727,9102013Assets 2014: $749,823Liabilities 2014: $0Net Assets 2014: $749,8232014Assets 2015: $742,394Liabilities 2015: $0Net Assets 2015: $742,3942015Assets 2016: $731,484Liabilities 2016: $0Net Assets 2016: $731,4842016Assets 2017: $709,738Liabilities 2017: $0Net Assets 2017: $709,7382017Assets 2018: $703,071Liabilities 2018: $0Net Assets 2018: $703,0712018Assets 2019: $712,393Liabilities 2019: $0Net Assets 2019: $712,3932019Assets 2020: $705,769Liabilities 2020: $0Net Assets 2020: $705,7692020Assets 2021: $726,219Liabilities 2021: $0Net Assets 2021: $726,2192021Assets 2022: $765,392Liabilities 2022: $0Net Assets 2022: $765,3922022Assets 2023: $778,085Liabilities 2023: $0Net Assets 2023: $778,0852023Assets 2025: $762,450Liabilities 2025: $0Net Assets 2025: $762,4502025

Highlighted filing

2025

Assets$762,450
Liabilities$0
Net Assets$762,450
Open 2025 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KExpenses 2010: $45,6312010Revenue 2011: $43,054Expenses 2011: $57,531Net Income 2011: -$14,4772011Revenue 2012: $30,311Expenses 2012: $61,552Net Income 2012: -$31,2412012Revenue 2013: $53,269Expenses 2013: $60,955Net Income 2013: -$7,6862013Revenue 2014: $86,800Expenses 2014: $64,887Net Income 2014: $21,9132014Revenue 2015: $53,687Expenses 2015: $61,116Net Income 2015: -$7,4292015Revenue 2016: $51,521Expenses 2016: $62,431Net Income 2016: -$10,9102016Revenue 2017: $33,942Expenses 2017: $55,688Net Income 2017: -$21,7462017Revenue 2018: $47,856Expenses 2018: $54,523Net Income 2018: -$6,6672018Revenue 2019: $59,534Expenses 2019: $50,212Net Income 2019: $9,3222019Revenue 2020: $47,757Expenses 2020: $54,381Net Income 2020: -$6,6242020Revenue 2021: $71,882Expenses 2021: $51,432Net Income 2021: $20,4502021Revenue 2022: $85,751Expenses 2022: $46,578Net Income 2022: $39,1732022Revenue 2023: $58,173Expenses 2023: $45,480Net Income 2023: $12,6932023Revenue 2025: $74,466Expenses 2025: $45,443Net Income 2025: $29,0232025

Highlighted filing

2025

Revenue$74,466
Expenses$45,443
Net Income$29,023
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
$762,450
Liabilities
$0
Net assets
$762,450
Revenue
$74,466
Expenses
$45,443
Net income
$29,023
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.62$0.00$7.62$0.74$0.45$0.29
2023Summary only. Only limited summary data is available for this year.$7.78$0.00$7.78$0.58$0.45$0.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.65$0.00$7.65$0.86$0.47$0.39
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.26$0.00$7.26$0.72$0.51$0.20
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.06$0.00$7.06$0.48$0.54$0.07
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.12$0.00$7.12$0.60$0.50$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.03$0.00$7.03$0.48$0.55$0.07
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.10$0.00$7.10$0.34$0.56$0.22
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.31$0.00$7.31$0.52$0.62$0.11
2015Detailed filing. Detailed filing data is available for this year.$7.42$0.00$7.42$0.54$0.61$0.07
2014Summary only. Only limited summary data is available for this year.$7.50$0.00$7.50$0.87$0.65$0.22
2013Summary only. Only limited summary data is available for this year.$7.28$0.00$7.28$0.53$0.61$0.08
2012Summary only. Only limited summary data is available for this year.$7.36$0.00$7.36$0.30$0.62$0.31
2011Summary only. Only limited summary data is available for this year.$7.67$0.00$7.67$0.43$0.58$0.14
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.81$0.00$7.81$0.46
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Feb 2, 2026
Return Version
2024v5.2
Gross Receipts
$549,603
Mission and Program Overview

Mission

COLLEGE SCHOLARSHIPS

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$733,427$762,450▲ $29,023
Investments in Publicly Traded Securities$731,501$757,804▲ $26,303
Cash and Non-Interest-Bearing Accounts$1,926$4,646▲ $2,720
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$733,427$762,450▲ $29,023
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$733,427$762,450▲ $29,023
Total Liabilities and Net Assets / Fund Balance$733,427$762,450▲ $29,023
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Miriam CordeiroPresident
Dewane BradfordVice President
Carla BergezTrustee
Dennis CordeiroTrustee
Gary SabatteTrustee
George C BurttTrustee
Karen KremeierTrustee
Lyle C Cavin JrTrustee
Sam MuirTrustee
David R KellyAsst. Treasurer
Timothy a KellyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,993
Program Service Revenue
$0
Investment Income
$68,473
Other Revenue
$0
All Other Contributions
$5,993
Change in Net Assets
$29,023
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$30,000
Other Expenses$15,443
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$30,000--$30,000
Fees for Services Accounting-$10,234-$10,234
Fees for Service Investment Mgmnt Fees-$4,030-$4,030
Insurance-$1,094-$1,094
Other Expenses-$25-$25
Total Functional Expenses$30,000$15,443$0$45,443
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Saint Marys College of CalifMoraga, CA-Pay Tuition of College Students$30,000
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
David R Kellyasst. treasurersee statement attachedNo-
Timothy a KellyPartner IS OFFR/TTEEsee statement attachedNo-

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
Yes
Business relationship with family members
Yes
Business relationship with organization members
Yes
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 2

“DAVID R. KELLY IS FATHER OF CFO/Treasurer TIMOTHY A. KELLY;SEE ATTACHED "SUPPLEMENTAL STATEMENT" RE INDIRECT COMPENSATION”

Form 990, Part VI, Section A, Line 3

“The fund has retained the investment management services of beacon pointe advisors, llc to monitor and manage its portfolio of publicly traded securities.in addition, the fund has retained the cpa firm of kelly & associates, llp, to provide tax & accounting services.”

Form 990, Part VI, Section A, Line 6

“per the by-laws, the corporation has one class of members, designated as regular members. any person dedicated to the purposes of this corporation shall be eligible for an annual membership by the Board upon timely payment of such contribution as the board may fix from time to time.Those members who have so paid shall be members in good standing for a period of one year and one day commencing with the annual fundraising event and continuing until the next annual fundraising event.”

Form 990, Part VI, Section A, Line 7A

“members in good standing vote at the annual meeting to approve nominations for office, plus any other actions put forth for their vote.”

Form 990, Part VI, Section A, Line 7B

“members must approve by vote the nominations for the board.”

Form 990, Part VI, Section B, Line 11B

“THE 990 IS USUALLY CIRCULATED TO EACH OF THE BOARD MEMBERS IN PDF FORMAT APPROXIMATELY 10 DAYS BEFORE THE FILING DEADLINE. IF DELAYED, THE 990 IS THEN CIRCULATED SOON AFTER THE DEADLINE.THE 990 IS PREPARED BY THE CPA FIRM, WHICH IS AN LLP OWNED PRIMARILY BY MR. DAVID KELLY, assistant TREASURER OF THE FUND. IF ANY QUESTIONS ARISE, THEY ARE RESOLVED BY the treasurer & THE PRESIDENT IN DUE COURSE.”

Form 990, Part VI, Section B, Line 12C

“The fund's operations are not complex. The president has oversight and is very aware of all activities. Likewise re the cfo/treasurer.”

Form 990, Part VI, Section B, Line 15A

“N/a, there is no compensation.”

Form 990, Part VI, Section B, Line 15B

“N/a, there is no compensation.”

Form 990, Part VI, Section C, Line 19

“990 is on website of california attorney general.other documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Saint Marys Eastbay Scholarship Fund
EIN
94-6081827
Phone
9259331065
Address
3480 BUSKIRK AVE 305, PLEASANT HILL, CA 94523

Signing Officer

Name
Timothy a Kelly
Title
CFO/Treasurer
Signed
2026-02-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Miriam Cordeiro
Formed
1957
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
11

Preparer

Firm
Kelly & Associates Llp
Address
3480 BUSKIRK AVENUE SUITE 305, PLEASANT HILL, CA 94523
Preparer
David R Kelly CPA
Phone
9259331065
Supplemental Narrative

Additional Explanations

Statement Note 1

“RE: SCHEDULE L, PART IV OF FORM 990; AND PAGE 4, PART V OF FORM 990:two officers EACH HAVE SEPARATE OWNERSHIP INTERESTS IN THEIR RESPECTIVE BUSINESS ENTITY (A CPA PRACTICE) WHICH PROVIDED ACCOUNTING & TAX SERVICES TO THE FUND, AND RECEIVED PAYMENTS FROM THE FUND, AS FOLLOWS:A. DAVID R. KELLY, CPA, MANAGING PARTNER OF KELLY & ASSOCIATES, LLP, AND B. TIMOTHY A. KELLY, CPA, PARTNER OF KELLY & ASSOCIATES, LLPTHE FIRM RECEIVED $10,234 during THIS FISCAL PERIOD.”

Raw XML AppendixShowing 400 of 453 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/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0COLLEGE SCHOLARSHIPS
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherContributionsAmt05993
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0TIMOTHY A KELLY TREASURER
IRS990/BooksInCareOfDetail/PhoneNum09259331065
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03480 BUSKIRK AVE 305
IRS990/BooksInCareOfDetail/USAddress/CityNm0PLEASANT HILL
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094523
IRS990/BusinessRlnWith35CtrlEntInd0true
IRS990/BusinessRlnWithFamMemInd0true
IRS990/BusinessRlnWithOrgMemInd0true
IRS990/CashNonInterestBearingGrp/BOYAmt01926
IRS990/CashNonInterestBearingGrp/EOYAmt04646
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt05993
IRS990/CYGrantsAndSimilarPaidAmt030000
IRS990/CYInvestmentIncomeAmt068473
IRS990/CYOtherExpensesAmt015443
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt029023
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt045443
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt074466
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0GENERAL DONATION MADE TO SAINT MARY'S COLLEGE OF CALIFORNIA ("SMC") TO PAY ALL OR PART OF THE TUITION COSTS FOR RESIDENTS OF ALAMEDA AND/OR CONTRA COSTA COUNTIES WHO ARE IN NEED AND WOULD OTHERWISE BE UNABLE TO AFFORD A COLLEGE EDUCATION.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt030000
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt010234
IRS990/FeesForServicesAccountingGrp/TotalAmt010234
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt04030
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt04030
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
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IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/PersonNm0MIRIAM CORDEIRO
IRS990/Form990PartVIISectionAGrp/PersonNm1DEWANE BRADFORD
IRS990/Form990PartVIISectionAGrp/PersonNm2DAVID R KELLY
IRS990/Form990PartVIISectionAGrp/PersonNm3CARLA BERGEZ
IRS990/Form990PartVIISectionAGrp/PersonNm4GARY SABATTE
IRS990/Form990PartVIISectionAGrp/PersonNm5GEORGE C BURTT
IRS990/Form990PartVIISectionAGrp/PersonNm6KAREN KREMEIER
IRS990/Form990PartVIISectionAGrp/PersonNm7LYLE C CAVIN JR
IRS990/Form990PartVIISectionAGrp/PersonNm8TIMOTHY A KELLY
IRS990/Form990PartVIISectionAGrp/PersonNm9SAM MUIR
IRS990/Form990PartVIISectionAGrp/PersonNm10DENNIS CORDEIRO
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Asst. Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01957
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt019082
IRS990/GamingActivitiesInd0false
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IRS990/GrantsToDomesticOrgsGrp/TotalAmt030000
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IRS990/GrantsToOrganizationsInd0true
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IRS990/InsuranceGrp/ManagementAndGeneralAmt01094
IRS990/InsuranceGrp/TotalAmt01094
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IRS990/InterestGrp/TotalAmt00
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt049391
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IRS990/InvestmentsPubTradedSecGrp/EOYAmt0757804
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IRS990/MissionDesc0COLLEGE SCHOLARSHIPS
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IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt0762450
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt019082
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt019082
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IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
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IRS990/OtherExpensesGrp/Desc0BANK FEES
IRS990/OtherExpensesGrp/Desc1CA AG-RRF-1
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt060
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt125
IRS990/OtherExpensesGrp/TotalAmt060
IRS990/OtherExpensesGrp/TotalAmt125
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IRS990/PYGrantsAndSimilarPaidAmt025000
IRS990/PYInvestmentIncomeAmt0-11948
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IRS990/PYOtherExpensesAmt014257
IRS990/PYRevenuesLessExpensesAmt0-44658
IRS990/PYTotalExpensesAmt039257
IRS990/PYTotalRevenueAmt0-5401
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IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
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IRS990/ReconcilationRevenueExpnssAmt029023
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IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
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IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0733427
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0762450
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Statement RE SCHEDULE A, PART II, SECTION C: PUBLIC SUPPORT (LINES 17A AND 17B):STATEMENT AS TO HOW THE ORGANIZATION MEETS THE "FACTS AND CIRCUMSTANCES" TEST, AND ACCORDINGLY QUALIFIES AS A PUBLICLY SUPPORTED ORGANIZATION:STATEMENT OF facts and applicable regulations: This organization (the "Fund") is "publicly supported" according to applicable regulations, as detailed hereafter.1.) The organization has had a continuous and bona-fide program for solicitation of funds from the general public: Since its formation, the Fund had mailed an annual notice to both (a) its present and past members, and (b) mostly East Bay alumni of St. Mary's College of California ("SMC") announcing the time and place for its combined annual benefit dinner and Annual Meeting. (During the COVID-19 pandemic, the fund suspended the annual dinner in May,2020 through 2025. It did organize a wine, cheese and art fundraiser in October 2023.As a result, the Fund receives a number of monetary donations from the people who otherwise previously attended the dinner or the October,2023 fundraiser. The Fund also receives a variety of unsolicited monetary gifts, memorials, and some bequests during any given fiscal year. In addition, the Fund also draws donations from numerous non-alumni friends and non-local alumni.2.) Aside from the COVID-19 disruption, contributions received (lines 4 and 7 of the Support Schedule) from the public have otherwise been relatively steady, while the total amount of gross income received from interest and dividends (line 8 of the Support Schedule) has fluctuated over the last few years, very reflective of the economy.3.) The organization's Board of Trustees draws from a diverse pool. The corporation has one class of members. Any person dedicated to the purposes of this corporation is eligible for an annual membership by the Board upon timely payment of such contribution as the Board may fix from time to time. As a result, the Board is comprised of a cross-section of people of varying ages, professions, and occupations, most of whom live in the greater Bay Area region.4.) As to applicable regulations, IRS Regulation 1.509(a)-4(a) in turn refers to IR Code Section 509(a)(3) which states that the definition of the term "private foundation" excludes those organizations meeting the requirements of subparagraph (A), (B), and (C) thereof. Those requirements are met as follows:(i.) The Fund meets (3)(A)'s requirements since at all times it has been organized and operated exclusively for the benefit of students of Saint Mary's College of California ("SMC")(a Section 170 (b)(1)(A)(ii) educational institution). The Fund was created prior to January 1, 1970, and complies with Regulation 1.509(a)-4(b)(2), as well as -4(c) and (d).(ii.) The Fund meets (3)(B)'s requirements since at all times it has been "operated in connection with" SMC. Regulation 1-509(a)-4(I) states that, to meet the condition "operated in connection with ...", the Fund must meet both the "responsiveness" test and the "integral part" test. The Fund does so comply with the two tests by virtue of its having supported SMC long before November 20, 1970 (a date set forth in subparagraph (I)(1)(ii) of the regulations). Such an historic continuing relationship with Saint Mary's College by the Fund (which is a qualified nonprofit corporation under California laws) may be taken into account to establish compliance with the "responsiveness test". The Fund meets the "integral part test" by virtue of the fact that the Fund's activities are on behalf of Saint Mary's College students, and that such activities would normally be otherwise engaged in by Saint Mary's College itself. In fact, the College does directly oversee and control other scholarship fund activities in other regions of California [as per sub-paragraph -(I)(3)(ii)]. As a result, Saint Mary's College is attentive to the Fund's operations.(iii.) The Fund meets (3)(C)'s requirements since the Fund is not controlled in any way by a
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Support Schedule: Additional Supplemental Information
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt05993
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt06547
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt010277
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt015251
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt07600
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt045668
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt014742
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt013005
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt012119
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt010450
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt010939
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt061255
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.26230
IRS990ScheduleA/PublicSupportPY170Pct00.24580
IRS990ScheduleA/PublicSupportTotal170Amt028047
IRS990ScheduleA/SubstantialContributorsTotAmt017621
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt05993
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt06547
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt010277
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt015251
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt07600
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt045668
IRS990ScheduleA/TotalSupportAmt0106923
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt030000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0N/A
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PAY TUITION OF COLLEGE STUDENTS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SAINT MARYS COLLEGE OF CALIF
IRS990ScheduleI/RecipientTable/RecipientEIN0941156599
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01928 SAINT MARYS ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MORAGA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd094575
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE FUND DELIVERS THE CHECK(S) ANNUALLY TO THE COLLEGE WITH INSTRUCTIONS THAT THE FUNDS ARE TO BE USED FOR QUALIFIED, ELIGIBLE STUDENTS. THE COLLEGE DECIDES BOTH WHO IS TO RECEIVE THE AWARD AND THE AMOUNT.THE FUND'S OFFICER(S) ARE IN PERIODIC CONTACT WITH THE COLLEGE'S ADMISSIONS OFFICE TO LEARN HOW MANY STUDENTS BENEFIT EACH YEAR FROM THE ANNUAL GRANT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Grantmaker's Description of How Grants are Used
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0KELLY & ASSOCIATES LLP
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0DAVID R KELLY
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1TIMOTHY A KELLY
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0asst. treasurer
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1Partner IS OFFR/TTEE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt2cfo/treasurer
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd1false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd2false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0see statement attached
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1see statement attached
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc2see statement attached
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0see statement attached regarding SCHEDULE L.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule L, Part V Supplemental Information
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DAVID R. KELLY IS FATHER OF CFO/Treasurer TIMOTHY A. KELLY;SEE ATTACHED "SUPPLEMENTAL STATEMENT" RE INDIRECT COMPENSATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FUND HAS RETAINED THE INVESTMENT MANAGEMENT SERVICES OF BEACON POINTE ADVISORS, LLC TO MONITOR AND MANAGE ITS PORTFOLIO OF PUBLICLY TRADED SECURITIES.IN ADDITION, THE FUND HAS RETAINED THE CPA FIRM OF KELLY & ASSOCIATES, LLP, TO PROVIDE TAX & ACCOUNTING SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2per the by-laws, the corporation has one class of members, designated as regular members. any person dedicated to the purposes of this corporation shall be eligible for an annual membership by the Board upon timely payment of such contribution as the board may fix from time to time.Those members who have so paid shall be members in good standing for a period of one year and one day commencing with the annual fundraising event and continuing until the next annual fundraising event.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3members in good standing vote at the annual meeting to approve nominations for office, plus any other actions put forth for their vote.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4members must approve by vote the nominations for the board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE 990 IS USUALLY CIRCULATED TO EACH OF THE BOARD MEMBERS IN PDF FORMAT APPROXIMATELY 10 DAYS BEFORE THE FILING DEADLINE. IF DELAYED, THE 990 IS THEN CIRCULATED SOON AFTER THE DEADLINE.THE 990 IS PREPARED BY THE CPA FIRM, WHICH IS AN LLP OWNED PRIMARILY BY MR. DAVID KELLY, assistant TREASURER OF THE FUND. IF ANY QUESTIONS ARISE, THEY ARE RESOLVED BY the treasurer & THE PRESIDENT IN DUE COURSE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE FUND'S OPERATIONS ARE NOT COMPLEX. THE PRESIDENT HAS OVERSIGHT AND IS VERY AWARE OF ALL ACTIVITIES. LIKEWISE RE THE CFO/TREASURER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7N/A, THERE IS NO COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8N/A, THERE IS NO COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9990 IS ON WEBSITE OF CALIFORNIA ATTORNEY GENERAL.OTHER DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10RE: SCHEDULE L, PART IV OF FORM 990; AND PAGE 4, PART V OF FORM 990:two officers EACH HAVE SEPARATE OWNERSHIP INTERESTS IN THEIR RESPECTIVE BUSINESS ENTITY (A CPA PRACTICE) WHICH PROVIDED ACCOUNTING & TAX SERVICES TO THE FUND, AND RECEIVED PAYMENTS FROM THE FUND, AS FOLLOWS:A. DAVID R. KELLY, CPA, MANAGING PARTNER OF KELLY & ASSOCIATES, LLP, AND B. TIMOTHY A. KELLY, CPA, PARTNER OF KELLY & ASSOCIATES, LLPTHE FIRM RECEIVED $10,234 during THIS FISCAL PERIOD.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section A, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section A, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part VI, Section B, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part VI, Section B, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Statement Note 1
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0733427
IRS990/TotalAssetsEOYAmt0762450
IRS990/TotalAssetsGrp/BOYAmt0733427
IRS990/TotalAssetsGrp/EOYAmt0762450
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt05993
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt015443
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt030000
IRS990/TotalFunctionalExpensesGrp/TotalAmt045443
IRS990/TotalGrossUBIAmt00

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