Helen Bates Scholarship Fund
- Assets
- $367.8k
- Revenue
- $169.0k
- Investments
- $186.3k
- Employees
- 0
- Location
- Suamico, WI
- Founding
- 00/0000
- Data as of
- 12/2022
- 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.
Since 2020, Helen Bates Scholarship Fund has awarded 57 individual grants totaling $151,000. 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
2022
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 ANNE NOE, 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 | $2,635 |
| Dividends & Interest | $0 |
| Net Rental Income | $10,555 |
| Net Gain on Sale of Assets | $104,899 |
| Capital Gain Net Income | $104,899 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $169,000 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $235 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $56,946 |
| Total operating and administrative expenses | $58,261 |
| Contributions, gifts, grants paid | $32,000 |
| Total expenses and disbursements | $90,261 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $181,545 |
| 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 | $186,258 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $367,803 |
| 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 $32,000 in support to 14 organizations.
| Grant Recipient | Amount |
|---|---|
MADISON KUSIENSKI PURPOSE: SCHOLARSHIP PAID | $5,000 |
JOSHUA ADLER PURPOSE: SCHOLARSHIP PAID | $5,000 |
ANNE NOE PURPOSE: SCHOLARSHIP PAID | $4,000 |
SOPHIE HUFFERT PURPOSE: SCHOLARSHIP PAID | $3,000 |
MATTHEW LAMB PURPOSE: SCHOLARSHIP PAID | $2,500 |
JACOB HERB PURPOSE: SCHOLARSHIP PAID | $2,500 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Jewell Educational Fund Owosso, MI | $398,993,901 | $18,985,075 |
AbbVie Employee Assistance Fund Inc North Chicago, IL | $0 | $8,759,468 |
Bentson Foundation Wayzata, MN | $107,689,978 | $6,021,397 |
Alfred I Dupont Awards Foundation Chicago, IL | $0 | $4,985,997 |
Accenture Foundation Inc Chicago, IL | $134,926,823 | $15,596,009 |
Rooted Alliance Inc Chicago, IL | $2,335,555 | $4,487,602 |
Rsm Us Foundation Davenport, IA | $13,920,904 | $7,669,329 |
Cleveland Avenue Foundation For Education Group Chicago, IL | $12,236,345 | $15,309,295 |
Western Illinois Regional Council Community Action Agency Macomb, IL | $2,081,443 | $6,378,655 |
Pleasant T Rowland Foundation Brookfield, WI | $94,312,384 | $11,804,849 |
Guaranteed Rate Foundation Nfp Chicago, IL | $1,798,790 | $5,812,096 |
Perkins Malo Hunter Foundation Holland, MI | $51,295,166 | -$331,905 |