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Nonprofiteer
← ST JOSEPH EDUCATION ENDOWMENT FUND INC

Form 990 for tax year 2023

Filed by ST JOSEPH EDUCATION ENDOWMENT FUND INC.

Totals

Total revenue
$714,847
Total expenses
$236,508
Contributions and grants received
$34,063
Grants paid
$231,620
Program service revenue
$0
Investment income
$355,140
Other revenue
$325,644
Total assets, end of year
$4,876,765
Total liabilities, end of year
$7,159
Net assets or fund balances, end of year
$4,869,606
Program services expenses (Part IX)
$231,620
Management and general expenses
$4,888
Fundraising expenses
$0
Program service expenses (Part III)
$231,620

Program services were 97.9% 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

    $34,063

  • 3 · Investment income

    total $226,832 · excluded $226,832

  • 7a · Gross sales of assets other than inventory

    securities $334,466

  • 7b · Less cost or other basis and sales expenses

    securities $206,158

  • 7c · Gain or loss

    securities $128,308

  • 7d · Net gain or loss

    total $128,308 · related or exempt $128,308

  • 11a · Other revenue: UNREALIZED LOSS-INVEST

    total $325,644 · excluded $325,644

  • 11e · Other revenue, total

    $325,644

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $231,620 · program services $231,620

  • 11c · Fees: accounting

    total $61 · management and general $61

  • 11g · Fees: other

    total $4,827 · management and general $4,827

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $279,412 · end of year $283,991

  • 10a · Land, buildings and equipment: cost or other basis

    $85,900

  • 10b · Land, buildings and equipment: accumulated depreciation

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $85,900 · end of year $85,900

  • 11 · Investments: publicly traded securities

    beginning of year $4,033,112 · end of year $4,506,874

  • 17 · Accounts payable and accrued expenses

    beginning of year $7,159 · end of year $7,159

  • 27 · Net assets without donor restrictions

    beginning of year $576,394 · end of year $564,338

  • 28 · Net assets with donor restrictions

    beginning of year $3,814,871 · end of year $4,305,268

Mission and programs · 2023

Mission

THE MISSION OF THE EDUCATION ENDOWMENT FUND IS TO PROVIDE SCHOLARSHIPS AND SUBSIDIES FOR STUDENTS IN THE SCHOOLS, TO SUPPLEMENT EXPENSES OF THE SCHOOLS AND THE RELIGIOUS EDUCATION FUND, TO PROVIDE FOR CAPITAL IMPROVEMENTS TO THE SCHOOLS AND TO RELIGIOUS EDUCATION FACILITIES, AND TO SUPPLEMENT SALARIES OF THE FACULTY AND RELIGIOUS EDUCATION PERSONNEL.

Activities or mission (Part I)

THE ENDOWMENT FUND CONTRIBUTES TO THE SUPPORT OF CHRISTIAN EDUCATION AT ST. JOSEPH CATHOLIC SCHOOL, ST. JOSEPH CATHOLIC CHURCH AND AT SANTE FE CATHOLIC HIGH SCHOOL.

  • RELIGIOUS EDUCATION FUNDING.

    Expenses $231,620 · Grants $231,620

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Rev Tim Labo PhD

    PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5

  • Lamar Edwards

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5

  • Peter Verrill MD

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.5

  • David Neal DDS

    TREASURER

    Total calculated
    $0
    Hours/week
    0.5

  • Katie Collany

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Gary Moulton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Stephany Odom

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

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

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.

Provenance

Return type
form_990
Tax year
2023
Filed
30 January 2025
IRS schema version
2023v6.0
Source object
202500709349301150

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