Helen Bates Scholarship Fund
- Assets
- $468.4k
- Revenue
- $168.8k
- Investments
- $139.7k
- Employees
- 0
- Location
- Suamico, WI
- Founding
- 00/0000
- Data as of
- 12/2023
- EIN
- 27-7117967
Organization Overview
Helen Bates Scholarship Fund is located in Suamico, WI. The organization was established in 0000. According to its NTEE Classification (B82) the organization is classified as: Scholarships & Student Financial Aid, under the broad grouping of Education and related organizations.
For the year ending 12/2023, Helen Bates Scholarship Fund generated $168.8k in total revenue. This organization has experienced exceptional growth, as over the past 5 years, it has increased revenue by an average of 21.5% each year . All expenses for the organization totaled $68.2k during the year ending 12/2023. While expenses have increased by 2.4% per year over the past 5 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, Helen Bates Scholarship Fund has awarded 48 individual grants totaling $124,625. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2023
Describe the Organization's Program Activity:
Part 3 - Line 4a
SCHOLARSHIP PAID ON BEHALF OF JOSHUA ADLER, A NESHAMINY HIGH SCHOOL GRADUATE
SCHOLARSHIP PAID ON BEHALF OF SOPHIE HUFFERT, A NESHAMINY HIGH SCHOOL GRADUATE
SCHOLARSHIP PAID ON BEHALF OF DELIA OSTERHOLDT, A NESHAMINY HIGH SCHOOL GRADUATE
SCHOLARSHIP PAID ON BEHALF OF MADISON KUSIENSKI, A NESHAMINY HIGH SCHOOL GRADUATE
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Ward Bacon Co-Trustee | 1 | $0 | |
Esther Wenrich Co-Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $28,912 |
| Dividends & Interest | $0 |
| Net Rental Income | $7,489 |
| Net Gain on Sale of Assets | $106,363 |
| Capital Gain Net Income | $106,363 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $168,801 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $1,543 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $32,907 |
| Total operating and administrative expenses | $35,540 |
| Contributions, gifts, grants paid | $32,625 |
| Total expenses and disbursements | $68,165 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $328,776 |
| 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 | $139,663 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $468,439 |
| 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, Helen Bates Scholarship Fund has awarded $32,625 in support to 11 organizations.
| Grant Recipient | Amount |
|---|---|
CARLY GROSS PURPOSE: SCHOLARSHIP PAID | $2,000 |
JOSHUA ADLER PURPOSE: SCHOLARSHIP PAID | $5,000 |
MADISON KUSIENSKI PURPOSE: SCHOLARSHIP PAID | $5,000 |
SOPHIE HUFFERT PURPOSE: SCHOLARSHIP PAID | $3,000 |
TIFFANY CORCORAN PURPOSE: SCHOLARSHIP PAID | $2,000 |
ALYSSA PORTER PURPOSE: SCHOLARSHIP PAID | $2,500 |