Form 990 for tax year 2023
Filed by SCATTERGOOD FRIENDS SCHOOL FOUNDATION.
Totals
- Total revenue
- $473,128
- Total expenses
- $284,857
- Contributions and grants received
- $6,800
- Grants paid
- $231,200
- Program service revenue
- $0
- Investment income
- $454,166
- Other revenue
- $12,162
- Total assets, end of year
- $6,559,276
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $6,559,276
- Program services expenses (Part IX)
- $283,178
- Management and general expenses
- $1,679
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $283,178
Program services were 99.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$6,800
-
3 · Investment income
total $145,334 · excluded $145,334
-
6a · Gross rents
real property $12,862
-
6b · Less rental expenses
real property $700
-
6c · Rental income or loss
real property $12,162
-
6d · Net rental income or loss
total $12,162 · excluded $12,162
-
7a · Gross sales of assets other than inventory
securities $236,809 · other assets $544,344
-
7b · Less cost or other basis and sales expenses
securities $147,321 · other assets $325,000
-
7c · Gain or loss
securities $89,488 · other assets $219,344
-
7d · Net gain or loss
total $308,832 · excluded $308,832
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $231,200 · program services $231,200
-
11c · Fees: accounting
total $1,679 · management and general $1,679
-
11f · Fees: investment management
total $51,978 · program services $51,978
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $461,559 · end of year $1,055,334
-
10a · Land, buildings and equipment: cost or other basis
$85,150
-
10c · Land, buildings and equipment, net
beginning of year $410,150 · end of year $85,150
-
11 · Investments: publicly traded securities
beginning of year $5,253,051 · end of year $5,418,792
-
28 · Net assets with donor restrictions
beginning of year $6,124,760 · end of year $6,559,276
Mission and programs · 2023
Mission
THE EXEMPT PURPOSE OF THE FOUNDATION IS TO ASSIST AND BENEFIT SCATTERGOOD FRIENDS SCHOOL (THE SCHOOL) THROUGH THE MANAGEMENT AND ADMINISTRATION OF GIFTS, GRANTS, AND BEQUESTS FOR THE BENEFIT OF THE SCHOOL.
Activities or mission (Part I)
TO ASSIST SCATTERGOOD FRIENDS SCHOOL IN CARRYING OUT ITS EDUCATIONAL PURPOSE.
-
DURING THE YEAR ENDED JUNE 30, 2024, THE FOUNDATION MANAGED ASSETS FOR THE BENEFIT OF THE SCHOOL. GRANTS WERE MADE TO THE SCHOOL TO FURTHER ITS EDUCATIONAL PURPOSE.
Expenses $283,178 · Grants $231,200
As filed on the 2023 return.
Listed in Part VII
-
Wilson LowellWILSON LOWELL
CLERK
- Total calculated
- $0
- Hours/week
- 0.77
-
Winkleblack CaroleWINKLEBLACK CAROLE
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.77
-
Sutton CherylSUTTON CHERYL
TREASURER
- Total calculated
- $0
- Hours/week
- 0.77
-
Garlinghouse BarbGARLINGHOUSE BARB
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.2
-
Jones BobJONES BOB
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.2
-
Tesdell LeeTESDELL LEE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.2
-
Treadway DanTREADWAY DAN
TREASURER
- Total calculated
- $0
- Hours/week
- 0.2
-
Yeats BobYEATS BOB
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.2
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
-
SCATTERGOOD FRIENDS SCHOOL AND FARM
$231,200
SCHOLARSHIPS, GENERAL SUPPORT AND CAPITAL IMPROVEMENTS
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
SCATTERGOOD FRIENDS SCHOOL AND FARM
501(C)(3) · SECONDARY EDUCATION · IA
Directly controlled by IOWA YEARLY MEETING OF FRIENDS
-
IOWA YEARLY MEETING OF FRIENDS (CONSERVATIVE)
501(C)(3) · AFFILIATION OF QUAKER MEETINGS (CHURCHES) · IA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 3 April 2025
- IRS schema version
- 2023v6.0
- Source object
- 202520979349300827
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