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Nonprofiteer
← SAINT MARY FUND INC

Form 990 for tax year 2024

Filed by SAINT MARY FUND INC.

Totals

Total revenue
$14,978
Total expenses
$2,517
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$14,978
Other revenue
$0
Total assets, end of year
$525,500
Total liabilities, end of year
$42,319
Net assets or fund balances, end of year
$483,181
Program services expenses (Part IX)
$2,517
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$2,517

Program services were 100.0% 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.

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $14,978 · excluded $14,978

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $0

  • 11d · All other revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 11g · Fees: other

    total $2,110 · program services $2,110 · management and general $0 · fundraising $0

  • 23 · Insurance

    total $333 · program services $333

  • 24a · Other expenses: DUES & SUBSCRIPTIONS

    total $74 · program services $74

  • 24e · All other expenses

    total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $0 · end of year $25,928

  • 4 · Accounts receivable

    beginning of year $0 · end of year $28,852

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

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

    $0

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

    $0

  • 10c · Land, buildings and equipment, net

    end of year $0

  • 12 · Investments: other securities

    beginning of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $470,720

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $0 · end of year $42,319

  • 22 · Loans and payables to officers and key people

    end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $0 · end of year $483,181

Mission and programs · 2024

Mission

THE CORPORATION IS ORGANIZED AND OPERATED EXCLUSIVELY FOR THE SUPPORT AND BENEFIT OF, TO BE RESPONSIVE TO THE NEEDS OF, TO PERFORM ONE OR MORE FUNCTIONS OF AND TO ASSIST UNIVERSITY OF SAINT MARY INC.

  • THE CORPORATION IS ORGANIZED AND OPERATED EXCLUSIVELY FOR THE SUPPORT AND BENEFIT OF, TO BE RESPONSIVE TO THE NEEDS OF, TO PERFORM ONE OR MORE FUNCTIONS OF AND TO ASSIST UNIVERSITY OF SAINT MARY INC.

    Expenses $2,517

As filed on the 2024 return.

Listed in Part VII

  • Andrew Black

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Harold Bradley

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Kevin Fox

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Nancy Bramlett

    TREASURER/SECRETARY

    Total calculated
    $153,537
    From this org
    $0
    From related orgs
    $130,343
    Other
    $23,194
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $130,343 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $5,710 related
    Nontaxable benefits
    $0 + $17,484 related
    Filer's total
    $0 + $153,537 related

  • Sr Diane Steele

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1 + 40 related

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • SAINT MARY FUND MANAGER LLC

    FUND MANAGER · KS · income $14,978 · assets $525,400

    Directly controlled by SAINT MARY FUND INC

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • SAINT MARY FUND INVESTMENTS LLC

    Related · INVESTMENT ED · KS · 29.63% owned · share of income $18,634 · share of assets $533,707 · general or managing partner

    Directly controlled by SAINT MARY FUND MANAGER LLC

Provenance

Return type
form_990
Tax year
2024
Filed
23 February 2026
IRS schema version
2024v5.1
Source object
202640549349301424

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