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Nonprofiteer
← ST JOSEPH EDUCATION ENDOWMENT FUND INC

Form 990 for tax year 2022

Filed by ST JOSEPH EDUCATION ENDOWMENT FUND INC.

Totals

Total revenue
$491,319
Total expenses
$239,558
Contributions and grants received
$34,629
Grants paid
$235,000
Program service revenue
$0
Investment income
$205,350
Other revenue
$251,340
Total assets, end of year
$4,398,424
Total liabilities, end of year
$7,159
Net assets or fund balances, end of year
$4,391,265
Program services expenses (Part IX)
$235,000
Management and general expenses
$4,558
Fundraising expenses
$0
Program service expenses (Part III)
$235,000

Program services were 98.1% 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

    $34,629

  • 3 · Investment income

    total $165,452 · excluded $165,452

  • 7a · Gross sales of assets other than inventory

    securities $235,638

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

    securities $195,740

  • 7c · Gain or loss

    securities $39,898

  • 7d · Net gain or loss

    total $39,898 · related or exempt $39,898

  • 11a · Other revenue: UNREALIZED GAIN - INVE

    total $251,340 · excluded $251,340

  • 11e · Other revenue, total

    $251,340

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $235,000 · program services $235,000

  • 11c · Fees: accounting

    total $61 · management and general $61

  • 11g · Fees: other

    total $4,497 · management and general $4,497

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $286,423 · end of year $279,412

  • 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 $3,774,340 · end of year $4,033,112

  • 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 $604,419 · end of year $576,394

  • 28 · Net assets with donor restrictions

    beginning of year $3,535,085 · end of year $3,814,871

Mission and programs · 2022

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 $235,000 · Grants $235,000

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Rev Tim Labo

    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

  • Stehpany Odom

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Gary Molton

    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
2022
Filed
30 April 2024
IRS schema version
2022v5.0
Source object
202431279349301603

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