Kevin T Szocik Scholarship Fund
- Assets
- $124.8k
- Revenue
- $1.2k
- Investments
- $122.3k
- Employees
- 0
- Location
- Lunenburg, MA
- Founding
- 08/2002
- Data as of
- 09/2022
- EIN
- 04-3581341
Organization Overview
Kevin T Szocik Scholarship Fund is located in Lunenburg, MA. The organization was established in 2002. According to its NTEE Classification (B82) the organization is classified as: Scholarships & Student Financial Aid, under the broad grouping of Education and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Kevin T Szocik Scholarship Fund is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 09/2022, Kevin T Szocik Scholarship Fund generated $1.2k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 6 years, the organization has seen revenues fall by an average of (27.1%) each year. All expenses for the organization totaled $7.2k during the year ending 09/2022. You can explore the organizations financials more deeply in the financial statements section below.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2022
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE AWARDING OF TWO SCHOLARSHIPS TO STUDENT ATHLETES OF LUNENBURG HIGH SCHOOL, LUNENBURG, MA AMOUNTING TO 5,000 PLUS ANY SURPLUS FUNDS TO THE ATHLETIC DEPARTMENT OF LUNENBURG HIGH SCHOOL.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Thomas Szocik President | 1 | $0 | |
Sheila Szocik Treasurer | 1 | $0 | |
Jeremy Kullman Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $800 |
| Interest on Savings | $1,700 |
| Dividends & Interest | $3,801 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$5,071 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $1,230 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $44 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $866 |
| Total operating and administrative expenses | $985 |
| Contributions, gifts, grants paid | $6,200 |
| Total expenses and disbursements | $7,185 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $2,497 |
| Savings and temporary cash investments | $0 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $122,291 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $124,788 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Kevin T Szocik Scholarship Fund has awarded $6,200 in support to 3 organizations.
| Grant Recipient | Amount |
|---|---|
BRADY IOVANNI PURPOSE: SCHOLARSHIP | $2,500 |
MIRANDA BOULAY PURPOSE: SCHOLARSHIP | $2,500 |
LUNENBURG ATHLETIC DEPT PURPOSE: AWARD | $1,200 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Vermont Student Development Fund Inc Winooski, VT | $17,468,961 | $10,359,436 |
The Teagle Foundation Incorporated New York, NY | $172,379,349 | $12,655,674 |
Jackie Robinson Foundation Inc New York, NY | $30,161,175 | $8,662,334 |
The Cape Cod Community College Educational Foundation Inc West Barnstable, MA | $15,428,827 | $3,042,413 |
Cape Cod Foundation Inc South Yarmouth, MA | $88,834,376 | $21,531,654 |
Gilder Lehrman Institute Of American History New York, NY | $67,600,972 | $8,993,543 |
Uaspire Inc Boston, MA | $8,161,176 | $8,929,537 |
Target Als Foundation Inc New York, NY | $26,527,264 | $6,977,665 |
Pursuit Transformation Company Inc Long Island City, NY | $13,294,970 | $6,856,404 |
Firemens Association Of The State New York Foundation Inc Albany, NY | $161,398,482 | $10,617,589 |
Morgan Stanley Foundation Inc New York, NY | $117,614,938 | $39,846,453 |
Stephen Phillips Memorial Scholarship Fund Inc Boston, MA | $45,790,109 | $8,308,700 |