Form 990 for tax year 2023
Filed by TEAMSTERS LOCAL 830 SCHOLARSHIP FUND.
Totals
- Total revenue
- $153,644
- Total expenses
- $130,499
- Contributions and grants received
- $16,200
- Grants paid
- $109,918
- Program service revenue
- $120,272
- Investment income
- $13,678
- Other revenue
- $3,494
- Total assets, end of year
- $465,971
- Total liabilities, end of year
- $344,334
- Net assets or fund balances, end of year
- $121,637
- Program services expenses (Part IX)
- $115,397
- Management and general expenses
- $15,102
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $115,397
Program services were 88.4% 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
$16,200
-
2a · Program service revenue: EMPLOYER CONTRIBUTIONS
total $120,272 · related or exempt $120,272
-
3 · Investment income
total $13,678 · excluded $13,678
-
8a · Fundraising events: gross income
$17,675
-
8b · Fundraising events: direct expenses
$14,181
-
8c · Net income from fundraising events
total $3,494 · excluded $3,494
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $109,918 · program services $109,918
-
11a · Fees: management
total $5,000 · management and general $5,000
-
11c · Fees: accounting
total $9,173 · management and general $9,173
-
11f · Fees: investment management
total $150 · management and general $150
-
13 · Office expenses
total $779 · management and general $779
-
24a · Other expenses: SELECTION COMMITTEE STI
total $4,500 · program services $4,500
-
24b · Other expenses: JACKETS
total $979 · program services $979
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $328,125 · end of year $320,427
-
4 · Accounts receivable
beginning of year $8,786 · end of year $13,079
-
9 · Prepaid expenses and deferred charges
beginning of year $418 · end of year $474
-
11 · Investments: publicly traded securities
beginning of year $121,211 · end of year $131,991
-
25 · Other liabilities
beginning of year $363,390 · end of year $344,334
-
27 · Net assets without donor restrictions
beginning of year $95,150 · end of year $121,637
Mission and programs · 2023
Mission
TO PROVIDE FINANCIAL ASSISTANCE TO MEMBERS OF TEAMSTERS LOCAL 830 WHO ARE EMPLOYED BY PARTICIPATING EMPLOYERS AND THE MEMBERS' DEPENDENT CHILDREN WHO HAVE DEMONSTRATED SCHOLASTIC ABILITY, GOOD CHARACTER AND QUALITIES OF LEADERSHIP AND WHO MIGHT NOT OTHERWISE BE ABLE TO AFFORD A COLLEGE EDUCATION.
Activities or mission (Part I)
TO PROVIDE MERIT BASED SCHOLARSHIP TO MEMBERS DEPENDENT CHILDREN
-
TO PROVIDE FINANCIAL ASSISTANCE TO MEMBERS OF TEAMSTERS LOCAL 830 WHO ARE EMPLOYED BY PARTICIPATING EMPLOYERS AND THE MEMBERS DEPENDENT CHILDREN WHO HAVE DEMONSTRATED SCHOLASTIC ABILITY, GOOD CHARACTER AND QUALITIES OF LEADERSHIP WHO MIGHT NOT OTHERWISE BE ABLE TO AFFORD A COLLEGE EDUCATION.
Expenses $115,397 · Grants $109,918 · Revenue $120,272
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Charles T WhiteCHARLES T WHITE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Daniel H GraceDANIEL H GRACE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Dominic OriglioDOMINIC ORIGLIO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
John O'RourkeJOHN O'ROURKE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Luis H FonsecaLUIS H FONSECA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Matthew J FunchionMATTHEW J FUNCHION
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Samuel J KenishSAMUEL J KENISH
ADMINSTRATOR
- Total calculated
- $0
- Hours/week
- 1
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
No itemized grants to organizations on this return.
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.
-
TEAMSTERS LOCAL 830 PENSION PLAN
401(A) · PENSION FUND · PA
-
INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 830
501(C)(5) · LABOR UNION · PA
-
TEAMSTERS LOCAL 830 RETIREMENT SAVINGS PLAN
401(A) · PENSION FUND · PA
-
TEAMSTERS LOCAL 830 WELFARE PLAN
501(C)(9) · WELFARE FUND · PA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 4 October 2024
- IRS schema version
- 2023v5.1
- Source object
- 202402789349301010
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