2025-04-07T11:53:51-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 600 3RD AVENUE SE SUITE 300 CEDAR RAPIDS IA 52401 990 2023-07-01 421338486 SCATTERGOOD FRIENDS SCHOOL FOUNDATION SCAT 3196437612 1951 DELTA AVENUE WEST BRANCH IA 52358 CHERYL SUTTON TREASURER 3196437612 2025-04-03 1 0 DAVID LITTLE P01480921 3193632697 2025-04-02 2023 2025-03-06 01:10:19Z LOWELL WILSON 1951 DELTA AVENUE WEST BRANCH IA 52358 946149 0 X SCATTERGOOD.ORG X 1989 IA TO ASSIST SCATTERGOOD FRIENDS SCHOOL IN CARRYING OUT ITS EDUCATIONAL PURPOSE. 7 7 0 8 0 0 1569 6800 0 0 289896 454166 30698 12162 322163 473128 227200 231200 0 0 0 0 0 0 0 51776 53657 278976 284857 43187 188271 6124760 6559276 0 0 6124760 6559276 THE EXEMPT PURPOSE OF THE FOUNDATION IS TO ASSIST AND BENEFIT SCATTERGOOD FRIENDS SCHOOL (THE SCHOOL) THROUGH THE MANAGEMENT AND ADMINISTRATION OF GIFTS, GRANTS, AND BEQUESTS FOR THE BENEFIT OF THE SCHOOL. 0 0 283178 231200 0 DURING THE YEAR ENDED JUNE 30, 2024, THE FOUNDATION MANAGED ASSETS FOR THE BENEFIT OF THE SCHOOL. GRANTS WERE MADE TO THE SCHOOL TO FURTHER ITS EDUCATIONAL PURPOSE. 283178 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 X KIM JONES 3195191852 1951 DELTA AVENUE WEST BRANCH IA 52358 X WILSON LOWELL CLERK 0.77 0.00 X X 0 0 0 WINKLEBLACK CAROLE SECRETARY 0.77 0.00 X X 0 0 0 SUTTON CHERYL TREASURER 0.77 0.00 X X 0 0 0 GARLINGHOUSE BARB TRUSTEE 0.20 0.00 X 0 0 0 JONES BOB TRUSTEE 0.20 0.00 X 0 0 0 TESDELL LEE TRUSTEE 0.20 0.00 X 0 0 0 TREADWAY DAN TREASURER 0.20 0.00 X 0 0 0 YEATS BOB TRUSTEE 0.20 0.00 X 0 0 0 0 0 0 0 0 0 0 0 6800 6800 145334 145334 12862 700 12162 12162 12162 236809 544344 147321 325000 89488 219344 308832 308832 473128 0 0 466328 231200 231200 1679 1679 51978 51978 284857 283178 1679 0 461559 1055334 85150 410150 85150 5253051 5418792 6124760 6559276 0 0 X 6124760 6559276 6124760 6559276 6124760 6559276 188271 246245 0 X X 0 1 X 1 0 X X 1 SCATTERGOOD FRIENDS SCHOOL AND FARM 420698192 2 1 231200 0 1 231200 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 5253051 6800 442819 231200 700 51978 5418792 5705123 1569 -158455 227100 16310 51776 5253051 6223007 15005 -21515 447187 5317 58870 5705123 5501613 750 996533 218900 5508 51481 6223007 5579237 7447 203428 227550 9199 51750 5501613 0.00000 0.00000 1.00000 1 0 85150 85150 85150 X PART X, LINE 2: AS A WHOLLY OWNED AND OPERATED ACTIVITY BY THE CONSERVATIVE, THE SCHOOL IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND A SIMILAR SECTION OF THE IOWA INCOME TAX LAW, WHICH PROVIDES INCOME TAX EXEMPTION FOR CORPORATIONS ORGANIZED AND OPERATING EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, OR EDUCATION PURPOSES. THE INTERNAL REVENUE SERVICE (IRS) HAS NOT DETERMINED THAT THE SCHOOL IS A PRIVATE FOUNDATION. THE FOUNDATION IS ALSO EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE IRC. THE IRS HAS NOT DETERMINED THAT THE FOUNDATION IS A PRIVATE FOUNDATION. THE FOUNDATION FILES INFORMATION RETURNS IN THE U.S. FEDERAL JURISDICTION. THE SCHOOL AND FOUNDATION HAVE DETERMINED THAT THEY ARE NOT REQUIRED TO RECORD A LIABILITY RELATED TO UNCERTAIN TAX POSITIONS AT JUNE 30, 2024. SCHEDULE D, PART V, LINE 4 THE INTENDED PURPOSE OF THE ENDOWMENT FUNDS IS TO PROVIDE FINANCIAL SUPPORT TO THE SCHOOL TO FUTHER ITS EDUCATIONAL PURPOSE. 1 SCATTERGOOD FRIENDS SCHOOL AND FARM 1951 DELTA AVENUE WEST BRANCH IA 52358 420698192 501(C)(3) 231200 0 CASH N/A SCHOLARSHIPS, GENERAL SUPPORT AND CAPITAL IMPROVEMENTS 1 0 PART I, LINE 2: SCHOLARSHIP FUND: THE GRANTS PAID TO THE SCHOOL ARE BASED ON A FIVE YEAR AVERAGE GROWTH ABOVE 110% OF THE DONATED FUNDS. FORM 990, PART VI, SECTION A, LINE 7A FOUNDATION BOARD OF TRUSTEES ARE APPOINTED BY THE BOARD OF TRUSTEES OF IOWA YEARLY MEETING OF FRIENDS (CONSERVATIVE) AT EACH YEARLY MEETING. IOWA YEARLY MEETING OF FRIENDS IS AN EXEMPT AFFILIATION OF MEETINGS OF THE RELIGIOUS SOCIETY OF FRIENDS (QUAKERS). FORM 990, PART VI, SECTION A, LINE 7B THE BYLAWS SHALL NOT BE ALTERED, AMENDED OR REPEALED WITHOUT REVIEW BY THE TRUSTEES OF THE IOWA YEARLY MEETING OF FRIENDS (CONSERVATIVE). THE ARTICLES OF INCORPORATION SHALL NOT BE AMENDED WITH PRIOR REVIEW BY THE TRUSTEES OF THE IOWA YEARLY MEETING OF FRIENDS (CONSERVATIVE). FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS PROVIDED TO THE TREASURER OF THE BOARD OF TRUSTEES FOR REVIEW PRIOR TO BEING FILED. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S GOVERNING DOCUMENTS AND FORM 990 ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C THE FOUNDATION OVERSEES THE AUDIT. SCATTERGOOD FRIENDS SCHOOL AND FARM 1951 DELTA AVENUE WEST BRANCH IA 52358 420698192 SECONDARY EDUCATION IA 501(C)(3) LINE 2 IOWA YEARLY MEETING OF FRIENDS 0 IOWA YEARLY MEETING OF FRIENDS (CONSERVATIVE) 210 N CANNON PAULLINA IA 51046 426064114 AFFILIATION OF QUAKER MEETINGS (CHURCHES) IA 501(C)(3) LINE 1 N/A 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 SCATTERGOOD FRIENDS SCHOOL AND FARM B 231200 CASH AMOUNT