<PrincipalOfficerNm>ROBERT G SEXTON</PrincipalOfficerNm>
<USAddress>
<AddressLine1Txt>1071 INDIAN MOUND TRAIL</AddressLine1Txt>
<CityNm>VERO BEACH</CityNm>
<StateAbbreviationCd>FL</StateAbbreviationCd>
<ZIPCd>32963</ZIPCd>
...</USAddress>
<GrossReceiptsAmt>5827610</GrossReceiptsAmt>
<GroupReturnForAffiliatesInd>false</GroupReturnForAffiliatesInd>
<Organization501c3Ind>X</Organization501c3Ind>
<WebsiteAddressTxt>HTTP://SFINDIANRIVER.ORG</WebsiteAddressTxt>
<TypeOfOrganizationCorpInd>X</TypeOfOrganizationCorpInd>
<FormationYr>1999</FormationYr>
<LegalDomicileStateCd>FL</LegalDomicileStateCd>
<ActivityOrMissionDesc>SCHOLARSHIP FOUNDATION OF IRC PROVIDES HOPE, ENCOURAGEMENT AND NEED-BASED SCHOLARSHIPS TO INDIAN RIVER COUNTY STUDENTS WITH THE DESIRE AND ABILITY TO SUCCEED IN POST-SECONDARY EDUCATION.</ActivityOrMissionDesc>
<VotingMembersGoverningBodyCnt>24</VotingMembersGoverningBodyCnt>
<VotingMembersIndependentCnt>24</VotingMembersIndependentCnt>
<TotalEmployeeCnt>2</TotalEmployeeCnt>
<TotalVolunteersCnt>100</TotalVolunteersCnt>
<TotalGrossUBIAmt>0</TotalGrossUBIAmt>
<PYContributionsGrantsAmt>382409</PYContributionsGrantsAmt>
<CYContributionsGrantsAmt>1038747</CYContributionsGrantsAmt>
<CYProgramServiceRevenueAmt>0</CYProgramServiceRevenueAmt>
<PYInvestmentIncomeAmt>343500</PYInvestmentIncomeAmt>
<CYInvestmentIncomeAmt>471875</CYInvestmentIncomeAmt>
<PYOtherRevenueAmt>-32345</PYOtherRevenueAmt>
<CYOtherRevenueAmt>-28145</CYOtherRevenueAmt>
<PYTotalRevenueAmt>693564</PYTotalRevenueAmt>
<CYTotalRevenueAmt>1482477</CYTotalRevenueAmt>
<PYGrantsAndSimilarPaidAmt>627112</PYGrantsAndSimilarPaidAmt>
<CYGrantsAndSimilarPaidAmt>566621</CYGrantsAndSimilarPaidAmt>
<CYBenefitsPaidToMembersAmt>0</CYBenefitsPaidToMembersAmt>
<PYSalariesCompEmpBnftPaidAmt>87650</PYSalariesCompEmpBnftPaidAmt>
<CYSalariesCompEmpBnftPaidAmt>90350</CYSalariesCompEmpBnftPaidAmt>
<CYTotalProfFndrsngExpnsAmt>0</CYTotalProfFndrsngExpnsAmt>
<CYTotalFundraisingExpenseAmt>53501</CYTotalFundraisingExpenseAmt>
<PYOtherExpensesAmt>58761</PYOtherExpensesAmt>
<CYOtherExpensesAmt>52224</CYOtherExpensesAmt>
<PYTotalExpensesAmt>773523</PYTotalExpensesAmt>
<CYTotalExpensesAmt>709195</CYTotalExpensesAmt>
<PYRevenuesLessExpensesAmt>-79959</PYRevenuesLessExpensesAmt>
<CYRevenuesLessExpensesAmt>773282</CYRevenuesLessExpensesAmt>
<TotalAssetsBOYAmt>9392745</TotalAssetsBOYAmt>
<TotalAssetsEOYAmt>11399907</TotalAssetsEOYAmt>
<TotalLiabilitiesBOYAmt>1364</TotalLiabilitiesBOYAmt>
<TotalLiabilitiesEOYAmt>1567</TotalLiabilitiesEOYAmt>
<NetAssetsOrFundBalancesBOYAmt>9391381</NetAssetsOrFundBalancesBOYAmt>
<NetAssetsOrFundBalancesEOYAmt>11398340</NetAssetsOrFundBalancesEOYAmt>
<MissionDesc>SCHOLARSHIP FOUNDATION OF IRC PROVIDES HOPE, ENCOURAGEMENT AND NEED-BASED SCHOLARSHIPS TO INDIAN RIVER COUNTY STUDENTS WITH THE DESIRE AND ABILITY TO SUCCEED IN POST-SECONDARY EDUCATION.</MissionDesc>
<SignificantNewProgramSrvcInd>false</SignificantNewProgramSrvcInd>
<SignificantChangeInd>false</SignificantChangeInd>
<ExpenseAmt>640825</ExpenseAmt>
<GrantAmt>566621</GrantAmt>
<Desc>SCHOLARSHIP FOUNDATION AWARDS MULTI-YEAR SCHOLARSHIPS THAT ARE RENEWABLE IF RECIPIENTS MEET ACADEMIC AND PAPERWORK REQUIREMENTS. IN 2019, WE PAID 566,621 IN AWARDS, RANGING FROM 1,000 TO 7,500 TO 149 NEW AND RETURNING STUDENTS. WE MADE NEW AWARDS TOTALING 610,500 TO 48 STUDENTS IN THE CLASS OF 2019.</Desc>
<TotalProgramServiceExpensesAmt>640825</TotalProgramServiceExpensesAmt>
<DescribedInSection501c3Ind referenceDocumentId="RetDoc8">true</DescribedInSection501c3Ind>
<ScheduleBRequiredInd referenceDocumentId="RetDoc1">true</ScheduleBRequiredInd>
<PoliticalCampaignActyInd>false</PoliticalCampaignActyInd>
<LobbyingActivitiesInd>false</LobbyingActivitiesInd>
<SubjectToProxyTaxInd>false</SubjectToProxyTaxInd>
<DonorAdvisedFundInd referenceDocumentId="RetDoc4">false</DonorAdvisedFundInd>
<ConservationEasementsInd referenceDocumentId="RetDoc4">false</ConservationEasementsInd>
<CollectionsOfArtInd referenceDocumentId="RetDoc4">false</CollectionsOfArtInd>
<CreditCounselingInd referenceDocumentId="RetDoc4">false</CreditCounselingInd>
<DonorRstrOrQuasiEndowmentsInd referenceDocumentId="RetDoc4">true</DonorRstrOrQuasiEndowmentsInd>
<ReportLandBuildingEquipmentInd referenceDocumentId="RetDoc4">true</ReportLandBuildingEquipmentInd>
<ReportInvestmentsOtherSecInd referenceDocumentId="RetDoc4">false</ReportInvestmentsOtherSecInd>
<ReportProgramRelatedInvstInd referenceDocumentId="RetDoc4">false</ReportProgramRelatedInvstInd>
<ReportOtherAssetsInd referenceDocumentId="RetDoc4">false</ReportOtherAssetsInd>
<ReportOtherLiabilitiesInd referenceDocumentId="RetDoc4">false</ReportOtherLiabilitiesInd>
<IncludeFIN48FootnoteInd referenceDocumentId="RetDoc4">false</IncludeFIN48FootnoteInd>
<IndependentAuditFinclStmtInd referenceDocumentId="RetDoc4">true</IndependentAuditFinclStmtInd>
<ConsolidatedAuditFinclStmtInd referenceDocumentId="RetDoc4">false</ConsolidatedAuditFinclStmtInd>
<SchoolOperatingInd>false</SchoolOperatingInd>
<ForeignOfficeInd>false</ForeignOfficeInd>
<ForeignActivitiesInd>false</ForeignActivitiesInd>
<MoreThan5000KToOrgInd>false</MoreThan5000KToOrgInd>
<MoreThan5000KToIndividualsInd>false</MoreThan5000KToIndividualsInd>
<ProfessionalFundraisingInd referenceDocumentId="RetDoc5">false</ProfessionalFundraisingInd>
<FundraisingActivitiesInd referenceDocumentId="RetDoc5">true</FundraisingActivitiesInd>
<GamingActivitiesInd referenceDocumentId="RetDoc5">false</GamingActivitiesInd>
<OperateHospitalInd>false</OperateHospitalInd>
<GrantsToOrganizationsInd referenceDocumentId="RetDoc6">false</GrantsToOrganizationsInd>
<GrantsToIndividualsInd referenceDocumentId="RetDoc6">true</GrantsToIndividualsInd>
<ScheduleJRequiredInd>false</ScheduleJRequiredInd>
<TaxExemptBondsInd>false</TaxExemptBondsInd>
<EngagedInExcessBenefitTransInd>false</EngagedInExcessBenefitTransInd>
<PYExcessBenefitTransInd>false</PYExcessBenefitTransInd>
<LoanOutstandingInd>false</LoanOutstandingInd>
<GrantToRelatedPersonInd>false</GrantToRelatedPersonInd>
<BusinessRlnWithOrgMemInd>false</BusinessRlnWithOrgMemInd>
<BusinessRlnWithFamMemInd>false</BusinessRlnWithFamMemInd>
<BusinessRlnWith35CtrlEntInd>false</BusinessRlnWith35CtrlEntInd>
<DeductibleNonCashContriInd>false</DeductibleNonCashContriInd>
<DeductibleArtContributionInd>false</DeductibleArtContributionInd>
<TerminateOperationsInd>false</TerminateOperationsInd>
<PartialLiquidationInd>false</PartialLiquidationInd>
<DisregardedEntityInd>false</DisregardedEntityInd>
<RelatedEntityInd>false</RelatedEntityInd>
<RelatedOrganizationCtrlEntInd>false</RelatedOrganizationCtrlEntInd>
<TrnsfrExmptNonChrtblRltdOrgInd>false</TrnsfrExmptNonChrtblRltdOrgInd>
<ActivitiesConductedPrtshpInd>false</ActivitiesConductedPrtshpInd>
<ScheduleORequiredInd>true</ScheduleORequiredInd>
<IRPDocumentCnt>0</IRPDocumentCnt>
<IRPDocumentW2GCnt>0</IRPDocumentW2GCnt>
<EmployeeCnt>2</EmployeeCnt>
<EmploymentTaxReturnsFiledInd>true</EmploymentTaxReturnsFiledInd>
<UnrelatedBusIncmOverLimitInd>false</UnrelatedBusIncmOverLimitInd>
<ForeignFinancialAccountInd>false</ForeignFinancialAccountInd>
<ProhibitedTaxShelterTransInd>false</ProhibitedTaxShelterTransInd>
<TaxablePartyNotificationInd>false</TaxablePartyNotificationInd>
<NondeductibleContributionsInd>false</NondeductibleContributionsInd>
<QuidProQuoContributionsInd>true</QuidProQuoContributionsInd>
<QuidProQuoContriDisclInd>true</QuidProQuoContriDisclInd>
<Form8282PropertyDisposedOfInd>false</Form8282PropertyDisposedOfInd>
<RcvFndsToPayPrsnlBnftCntrctInd>false</RcvFndsToPayPrsnlBnftCntrctInd>
<PayPremiumsPrsnlBnftCntrctInd>false</PayPremiumsPrsnlBnftCntrctInd>
<Form8899Filedind>false</Form8899Filedind>
<Form1098CFiledInd>false</Form1098CFiledInd>
<IndoorTanningServicesInd>false</IndoorTanningServicesInd>
<SubjToTaxRmnrtnExPrchtPymtInd>false</SubjToTaxRmnrtnExPrchtPymtInd>
<SubjectToExcsTaxNetInvstIncInd>false</SubjectToExcsTaxNetInvstIncInd>
<InfoInScheduleOPartVIInd>X</InfoInScheduleOPartVIInd>
<GoverningBodyVotingMembersCnt>24</GoverningBodyVotingMembersCnt>
<IndependentVotingMemberCnt>24</IndependentVotingMemberCnt>
<FamilyOrBusinessRlnInd>true</FamilyOrBusinessRlnInd>
<DelegationOfMgmtDutiesInd>false</DelegationOfMgmtDutiesInd>
<ChangeToOrgDocumentsInd>false</ChangeToOrgDocumentsInd>
<MaterialDiversionOrMisuseInd>false</MaterialDiversionOrMisuseInd>
<MembersOrStockholdersInd>false</MembersOrStockholdersInd>
<ElectionOfBoardMembersInd>false</ElectionOfBoardMembersInd>
<DecisionsSubjectToApprovaInd>false</DecisionsSubjectToApprovaInd>
<MinutesOfGoverningBodyInd>true</MinutesOfGoverningBodyInd>
<MinutesOfCommitteesInd>true</MinutesOfCommitteesInd>
<OfficerMailingAddressInd>false</OfficerMailingAddressInd>
<LocalChaptersInd>false</LocalChaptersInd>
<Form990ProvidedToGvrnBodyInd>true</Form990ProvidedToGvrnBodyInd>
<ConflictOfInterestPolicyInd>true</ConflictOfInterestPolicyInd>
<AnnualDisclosureCoveredPrsnInd>true</AnnualDisclosureCoveredPrsnInd>
<RegularMonitoringEnfrcInd>true</RegularMonitoringEnfrcInd>
<WhistleblowerPolicyInd>false</WhistleblowerPolicyInd>
<DocumentRetentionPolicyInd>true</DocumentRetentionPolicyInd>
<CompensationProcessCEOInd>true</CompensationProcessCEOInd>
<CompensationProcessOtherInd>false</CompensationProcessOtherInd>
<InvestmentInJointVentureInd>false</InvestmentInJointVentureInd>
<StatesWhereCopyOfReturnIsFldCd>FL</StatesWhereCopyOfReturnIsFldCd>
<UponRequestInd>X</UponRequestInd>
<BooksInCareOfDetail>
<BusinessName>
<BusinessNameLine1Txt>SCHOLARSHIP FOUNDATION</BusinessNameLine1Txt>
...</BusinessName>
<PhoneNum>7725699869</PhoneNum>
<USAddress>
<AddressLine1Txt>1555 INDIAN RIVER BLVD SUITE B-111</AddressLine1Txt>
<CityNm>VERO BEACH</CityNm>
<StateAbbreviationCd>FL</StateAbbreviationCd>
<ZIPCd>32960</ZIPCd>
...</USAddress>
...</BooksInCareOfDetail>
<NoListedPersonsCompensatedInd>X</NoListedPersonsCompensatedInd>
<Form990PartVIISectionAGrp>
<PersonNm>MARK ASHDOWN</PersonNm>
<TitleTxt>DIRECTOR</TitleTxt>
<AverageHoursPerWeekRt>2.00</AverageHoursPerWeekRt>
<IndividualTrusteeOrDirectorInd>X</IndividualTrusteeOrDirectorInd>
<ReportableCompFromOrgAmt>0</ReportableCompFromOrgAmt>
<ReportableCompFromRltdOrgAmt>0</ReportableCompFromRltdOrgAmt>
<OtherCompensationAmt>0</OtherCompensationAmt>
...</Form990PartVIISectionAGrp>
<Form990PartVIISectionAGrp>
<PersonNm>LAURA BASS</PersonNm>
<TitleTxt>DIRECTOR</TitleTxt>
<AverageHoursPerWeekRt>2.00</AverageHoursPerWeekRt>
<IndividualTrusteeOrDirectorInd>X</IndividualTrusteeOrDirectorInd>
<ReportableCompFromOrgAmt>0</ReportableCompFromOrgAmt>
<ReportableCompFromRltdOrgAmt>0</ReportableCompFromRltdOrgAmt>
<OtherCompensationAmt>0</OtherCompensationAmt>
...</Form990PartVIISectionAGrp>
<Form990PartVIISectionAGrp>
<PersonNm>ANDY BEINDORF</PersonNm>
<TitleTxt>DIRECTOR</TitleTxt>
<AverageHoursPerWeekRt>2.00</AverageHoursPerWeekRt>
<IndividualTrusteeOrDirectorInd>X</IndividualTrusteeOrDirectorInd>
<ReportableCompFromOrgAmt>0</ReportableCompFromOrgAmt>
<ReportableCompFromRltdOrgAmt>0</ReportableCompFromRltdOrgAmt>
<OtherCompensationAmt>0</OtherCompensationAmt>
...</Form990PartVIISectionAGrp>
<Form990PartVIISectionAGrp>
<PersonNm>SAMUEL A BLOCK</PersonNm>
<TitleTxt>HONORARY DIR</TitleTxt>
<AverageHoursPerWeekRt>2.00</AverageHoursPerWeekRt>
<IndividualTrusteeOrDirectorInd>X</IndividualTrusteeOrDirectorInd>
<ReportableCompFromOrgAmt>0</ReportableCompFromOrgAmt>
<ReportableCompFromRltdOrgAmt>0</ReportableCompFromRltdOrgAmt>
<OtherCompensationAmt>0</OtherCompensationAmt>
...</Form990PartVIISectionAGrp>
<Form990PartVIISectionAGrp>
<PersonNm>ROBERT BRACKETT</PersonNm>
<TitleTxt>DIRECTOR</TitleTxt>
<AverageHoursPerWeekRt>2.00</AverageHoursPerWeekRt>
<IndividualTrusteeOrDirectorInd>X</IndividualTrusteeOrDirectorInd>
<ReportableCompFromOrgAmt>0</ReportableCompFromOrgAmt>
<ReportableCompFromRltdOrgAmt>0</ReportableCompFromRltdOrgAmt>
<OtherCompensationAmt>0</OtherCompensationAmt>
...</Form990PartVIISectionAGrp>
<Form990PartVIISectionAGrp>
<PersonNm>SUSAN CHENAULT</PersonNm>
<TitleTxt>VICE PRESIDE</TitleTxt>
<AverageHoursPerWeekRt>5.00</AverageHoursPerWeekRt>
<IndividualTrusteeOrDirectorInd>X</IndividualTrusteeOrDirectorInd>
<OfficerInd>X</OfficerInd>
<ReportableCompFromOrgAmt>0</ReportableCompFromOrgAmt>
<ReportableCompFromRltdOrgAmt>0</ReportableCompFromRltdOrgAmt>
<OtherCompensationAmt>0</OtherCompensationAmt>
...</Form990PartVIISectionAGrp>
<Form990PartVIISectionAGrp>
<PersonNm>JOAN COOK</PersonNm>
<TitleTxt>DIRECTOR</TitleTxt>
<AverageHoursPerWeekRt>2.00</AverageHoursPerWeekRt>
<IndividualTrusteeOrDirectorInd>X</IndividualTrusteeOrDirectorInd>
<ReportableCompFromOrgAmt>0</ReportableCompFromOrgAmt>
<ReportableCompFromRltdOrgAmt>0</ReportableCompFromRltdOrgAmt>
<OtherCompensationAmt>0</OtherCompensationAmt>
...</Form990PartVIISectionAGrp>
<Form990PartVIISectionAGrp>
<PersonNm>KATHRYN B FAIRES</PersonNm>
<TitleTxt>DIRECTOR</TitleTxt>
<AverageHoursPerWeekRt>2.00</AverageHoursPerWeekRt>
<IndividualTrusteeOrDirectorInd>X</IndividualTrusteeOrDirectorInd>
<ReportableCompFromOrgAmt>0</ReportableCompFromOrgAmt>
<ReportableCompFromRltdOrgAmt>0</ReportableCompFromRltdOrgAmt>
<OtherCompensationAmt>0</OtherCompensationAmt>
...</Form990PartVIISectionAGrp>
<Form990PartVIISectionAGrp>
<PersonNm>CAROL FISCHMAN</PersonNm>
<TitleTxt>HONORARY DIR</TitleTxt>
<AverageHoursPerWeekRt>2.00</AverageHoursPerWeekRt>
<IndividualTrusteeOrDirectorInd>X</IndividualTrusteeOrDirectorInd>
<ReportableCompFromOrgAmt>0</ReportableCompFromOrgAmt>
<ReportableCompFromRltdOrgAmt>0</ReportableCompFromRltdOrgAmt>
<OtherCompensationAmt>0</OtherCompensationAmt>
...</Form990PartVIISectionAGrp>
<Form990PartVIISectionAGrp>
<PersonNm>TROY HAFNER</PersonNm>
<TitleTxt>DIRECTOR</TitleTxt>
<AverageHoursPerWeekRt>2.00</AverageHoursPerWeekRt>
<IndividualTrusteeOrDirectorInd>X</IndividualTrusteeOrDirectorInd>
<ReportableCompFromOrgAmt>0</ReportableCompFromOrgAmt>
<ReportableCompFromRltdOrgAmt>0</ReportableCompFromRltdOrgAmt>
<OtherCompensationAmt>0</OtherCompensationAmt>
...</Form990PartVIISectionAGrp>
<Form990PartVIISectionAGrp>
<PersonNm>MARY JOHNSTON</PersonNm>
<TitleTxt>TREASURER</TitleTxt>
<AverageHoursPerWeekRt>5.00</AverageHoursPerWeekRt>
<IndividualTrusteeOrDirectorInd>X</IndividualTrusteeOrDirectorInd>
<OfficerInd>X</OfficerInd>
<ReportableCompFromOrgAmt>0</ReportableCompFromOrgAmt>
<ReportableCompFromRltdOrgAmt>0</ReportableCompFromRltdOrgAmt>
<OtherCompensationAmt>0</OtherCompensationAmt>
...</Form990PartVIISectionAGrp>
<Form990PartVIISectionAGrp>
<PersonNm>KRISTEN LOCKWOOD</PersonNm>
<TitleTxt>TRUSTEE/ DIR</TitleTxt>
<AverageHoursPerWeekRt>2.00</AverageHoursPerWeekRt>
<IndividualTrusteeOrDirectorInd>X</IndividualTrusteeOrDirectorInd>
<ReportableCompFromOrgAmt>0</ReportableCompFromOrgAmt>
<ReportableCompFromRltdOrgAmt>0</ReportableCompFromRltdOrgAmt>
<OtherCompensationAmt>0</OtherCompensationAmt>
...</Form990PartVIISectionAGrp>
<Form990PartVIISectionAGrp>
<PersonNm>GAYE M LUDWIG</PersonNm>
<TitleTxt>DIRECTOR</TitleTxt>
<AverageHoursPerWeekRt>20.00</AverageHoursPerWeekRt>
<IndividualTrusteeOrDirectorInd>X</IndividualTrusteeOrDirectorInd>
<ReportableCompFromOrgAmt>0</ReportableCompFromOrgAmt>
<ReportableCompFromRltdOrgAmt>0</ReportableCompFromRltdOrgAmt>
<OtherCompensationAmt>0</OtherCompensationAmt>
...</Form990PartVIISectionAGrp>
<Form990PartVIISectionAGrp>
<PersonNm>NANCY LUTHER</PersonNm>
<TitleTxt>HONORARY DIR</TitleTxt>
<AverageHoursPerWeekRt>2.00</AverageHoursPerWeekRt>
<IndividualTrusteeOrDirectorInd>X</IndividualTrusteeOrDirectorInd>
<ReportableCompFromOrgAmt>0</ReportableCompFromOrgAmt>
<ReportableCompFromRltdOrgAmt>0</ReportableCompFromRltdOrgAmt>
<OtherCompensationAmt>0</OtherCompensationAmt>
...</Form990PartVIISectionAGrp>
<Form990PartVIISectionAGrp>
<PersonNm>ANN MARIE MCCRYSTAL</PersonNm>
<TitleTxt>HONORARY DIR</TitleTxt>
<AverageHoursPerWeekRt>2.00</AverageHoursPerWeekRt>
<IndividualTrusteeOrDirectorInd>X</IndividualTrusteeOrDirectorInd>
<ReportableCompFromOrgAmt>0</ReportableCompFromOrgAmt>
<ReportableCompFromRltdOrgAmt>0</ReportableCompFromRltdOrgAmt>
<OtherCompensationAmt>0</OtherCompensationAmt>
...</Form990PartVIISectionAGrp>
<Form990PartVIISectionAGrp>
<PersonNm>THOMAS RENE PEREZ</PersonNm>
<TitleTxt>HONORARY DIR</TitleTxt>
<AverageHoursPerWeekRt>2.00</AverageHoursPerWeekRt>
<IndividualTrusteeOrDirectorInd>X</IndividualTrusteeOrDirectorInd>
<ReportableCompFromOrgAmt>0</ReportableCompFromOrgAmt>
<ReportableCompFromRltdOrgAmt>0</ReportableCompFromRltdOrgAmt>
<OtherCompensationAmt>0</OtherCompensationAmt>
...</Form990PartVIISectionAGrp>
<Form990PartVIISectionAGrp>
<PersonNm>TYLER PUTTICK</PersonNm>
<TitleTxt>DIRECTOR</TitleTxt>
<IndividualTrusteeOrDirectorInd>X</IndividualTrusteeOrDirectorInd>
<ReportableCompFromOrgAmt>0</ReportableCompFromOrgAmt>
<ReportableCompFromRltdOrgAmt>0</ReportableCompFromRltdOrgAmt>
<OtherCompensationAmt>0</OtherCompensationAmt>
...</Form990PartVIISectionAGrp>
<Form990PartVIISectionAGrp>
<PersonNm>SCOTT SCHWARTZ</PersonNm>
<TitleTxt>DIRECTOR</TitleTxt>
<AverageHoursPerWeekRt>2.00</AverageHoursPerWeekRt>
<IndividualTrusteeOrDirectorInd>X</IndividualTrusteeOrDirectorInd>
<ReportableCompFromOrgAmt>0</ReportableCompFromOrgAmt>
<ReportableCompFromRltdOrgAmt>0</ReportableCompFromRltdOrgAmt>
<OtherCompensationAmt>0</OtherCompensationAmt>
...</Form990PartVIISectionAGrp>
<Form990PartVIISectionAGrp>
<PersonNm>JONATHAN SCHWIERING</PersonNm>
<TitleTxt>DIRECTOR</TitleTxt>
<AverageHoursPerWeekRt>2.00</AverageHoursPerWeekRt>
<IndividualTrusteeOrDirectorInd>X</IndividualTrusteeOrDirectorInd>
<ReportableCompFromOrgAmt>0</ReportableCompFromOrgAmt>
<ReportableCompFromRltdOrgAmt>0</ReportableCompFromRltdOrgAmt>
<OtherCompensationAmt>0</OtherCompensationAmt>
...</Form990PartVIISectionAGrp>
<Form990PartVIISectionAGrp>
<PersonNm>ROBERT G SEXTON</PersonNm>
<TitleTxt>PRESIDENT</TitleTxt>
<AverageHoursPerWeekRt>5.00</AverageHoursPerWeekRt>
<IndividualTrusteeOrDirectorInd>X</IndividualTrusteeOrDirectorInd>
<OfficerInd>X</OfficerInd>
<ReportableCompFromOrgAmt>0</ReportableCompFromOrgAmt>
<ReportableCompFromRltdOrgAmt>0</ReportableCompFromRltdOrgAmt>
<OtherCompensationAmt>0</OtherCompensationAmt>
...</Form990PartVIISectionAGrp>
<Form990PartVIISectionAGrp>
<PersonNm>MARY SILVA</PersonNm>
<TitleTxt>DIRECTOR</TitleTxt>
<AverageHoursPerWeekRt>2.00</AverageHoursPerWeekRt>
<IndividualTrusteeOrDirectorInd>X</IndividualTrusteeOrDirectorInd>
<ReportableCompFromOrgAmt>0</ReportableCompFromOrgAmt>
<ReportableCompFromRltdOrgAmt>0</ReportableCompFromRltdOrgAmt>
<OtherCompensationAmt>0</OtherCompensationAmt>
...</Form990PartVIISectionAGrp>
<Form990PartVIISectionAGrp>
<PersonNm>ELIZABETH SORENSEN</PersonNm>
<TitleTxt>SECRETARY</TitleTxt>
<AverageHoursPerWeekRt>5.00</AverageHoursPerWeekRt>
<IndividualTrusteeOrDirectorInd>X</IndividualTrusteeOrDirectorInd>
<OfficerInd>X</OfficerInd>
<ReportableCompFromOrgAmt>0</ReportableCompFromOrgAmt>
<ReportableCompFromRltdOrgAmt>0</ReportableCompFromRltdOrgAmt>
<OtherCompensationAmt>0</OtherCompensationAmt>
...</Form990PartVIISectionAGrp>
<Form990PartVIISectionAGrp>
<PersonNm>JONATHAN STERNBERG</PersonNm>
<TitleTxt>DIRECTOR</TitleTxt>
<AverageHoursPerWeekRt>2.00</AverageHoursPerWeekRt>
<IndividualTrusteeOrDirectorInd>X</IndividualTrusteeOrDirectorInd>
<ReportableCompFromOrgAmt>0</ReportableCompFromOrgAmt>
<ReportableCompFromRltdOrgAmt>0</ReportableCompFromRltdOrgAmt>
<OtherCompensationAmt>0</OtherCompensationAmt>
...</Form990PartVIISectionAGrp>
<Form990PartVIISectionAGrp>
<PersonNm>ANN BIXEL WALD</PersonNm>
<TitleTxt>DIRECTOR</TitleTxt>
<AverageHoursPerWeekRt>2.00</AverageHoursPerWeekRt>
<IndividualTrusteeOrDirectorInd>X</IndividualTrusteeOrDirectorInd>
<ReportableCompFromOrgAmt>0</ReportableCompFromOrgAmt>
<ReportableCompFromRltdOrgAmt>0</ReportableCompFromRltdOrgAmt>
<OtherCompensationAmt>0</OtherCompensationAmt>
...</Form990PartVIISectionAGrp>
<FormerOfcrEmployeesListedInd>false</FormerOfcrEmployeesListedInd>
<TotalCompGreaterThan150KInd>false</TotalCompGreaterThan150KInd>
<CompensationFromOtherSrcsInd>false</CompensationFromOtherSrcsInd>
<FundraisingAmt>94485</FundraisingAmt>
<AllOtherContributionsAmt>944262</AllOtherContributionsAmt>
<TotalContributionsAmt>1038747</TotalContributionsAmt>
<InvestmentIncomeGrp>
<TotalRevenueColumnAmt>289722</TotalRevenueColumnAmt>
<ExclusionAmt>289722</ExclusionAmt>
...</InvestmentIncomeGrp>
<GrossAmountSalesAssetsGrp>
<SecuritiesAmt>4491616</SecuritiesAmt>
...</GrossAmountSalesAssetsGrp>
<LessCostOthBasisSalesExpnssGrp>
<SecuritiesAmt>4309463</SecuritiesAmt>
...</LessCostOthBasisSalesExpnssGrp>
<GainOrLossGrp>
<SecuritiesAmt>182153</SecuritiesAmt>
...</GainOrLossGrp>
<NetGainOrLossInvestmentsGrp>
<TotalRevenueColumnAmt>182153</TotalRevenueColumnAmt>
<RelatedOrExemptFuncIncomeAmt>182153</RelatedOrExemptFuncIncomeAmt>
...</NetGainOrLossInvestmentsGrp>
<FundraisingGrossIncomeAmt>7525</FundraisingGrossIncomeAmt>
<ContriRptFundraisingEventAmt>94485</ContriRptFundraisingEventAmt>
<FundraisingDirectExpensesAmt>35670</FundraisingDirectExpensesAmt>
<NetIncmFromFundraisingEvtGrp>
<TotalRevenueColumnAmt>-28145</TotalRevenueColumnAmt>
<ExclusionAmt>-28145</ExclusionAmt>
...</NetIncmFromFundraisingEvtGrp>
<TotalRevenueGrp>
<TotalRevenueColumnAmt>1482477</TotalRevenueColumnAmt>
<RelatedOrExemptFuncIncomeAmt>182153</RelatedOrExemptFuncIncomeAmt>
<ExclusionAmt>261577</ExclusionAmt>
...</TotalRevenueGrp>
<GrantsToDomesticIndividualsGrp>
<TotalAmt>566621</TotalAmt>
<ProgramServicesAmt>566621</ProgramServicesAmt>
...</GrantsToDomesticIndividualsGrp>
<OtherSalariesAndWagesGrp>
<TotalAmt>74849</TotalAmt>
<ProgramServicesAmt>41167</ProgramServicesAmt>
<ManagementAndGeneralAmt>7485</ManagementAndGeneralAmt>
<FundraisingAmt>26197</FundraisingAmt>
...</OtherSalariesAndWagesGrp>
<OtherEmployeeBenefitsGrp>
<TotalAmt>8908</TotalAmt>
<ProgramServicesAmt>4899</ProgramServicesAmt>
<ManagementAndGeneralAmt>891</ManagementAndGeneralAmt>
<FundraisingAmt>3118</FundraisingAmt>
...</OtherEmployeeBenefitsGrp>
<PayrollTaxesGrp>
<TotalAmt>6593</TotalAmt>
<ProgramServicesAmt>3626</ProgramServicesAmt>
<ManagementAndGeneralAmt>659</ManagementAndGeneralAmt>
<FundraisingAmt>2308</FundraisingAmt>
...</PayrollTaxesGrp>
<FeesForServicesAccountingGrp>
<TotalAmt>6700</TotalAmt>
<ProgramServicesAmt>3685</ProgramServicesAmt>
<ManagementAndGeneralAmt>670</ManagementAndGeneralAmt>
<FundraisingAmt>2345</FundraisingAmt>
...</FeesForServicesAccountingGrp>
<AdvertisingGrp>
<TotalAmt>1763</TotalAmt>
<ProgramServicesAmt>744</ProgramServicesAmt>
<FundraisingAmt>1019</FundraisingAmt>
...</AdvertisingGrp>
<OfficeExpensesGrp>
<TotalAmt>14191</TotalAmt>
<ProgramServicesAmt>4013</ProgramServicesAmt>
<ManagementAndGeneralAmt>852</ManagementAndGeneralAmt>
<FundraisingAmt>9326</FundraisingAmt>
...</OfficeExpensesGrp>
<InformationTechnologyGrp>
<TotalAmt>777</TotalAmt>
<ProgramServicesAmt>505</ProgramServicesAmt>
<ManagementAndGeneralAmt>78</ManagementAndGeneralAmt>
<FundraisingAmt>194</FundraisingAmt>
...</InformationTechnologyGrp>
<OccupancyGrp>
<TotalAmt>20934</TotalAmt>
<ProgramServicesAmt>11514</ProgramServicesAmt>
<ManagementAndGeneralAmt>2093</ManagementAndGeneralAmt>
<FundraisingAmt>7327</FundraisingAmt>
...</OccupancyGrp>
<ConferencesMeetingsGrp>
<TotalAmt>1432</TotalAmt>
<ProgramServicesAmt>1432</ProgramServicesAmt>
...</ConferencesMeetingsGrp>
<DepreciationDepletionGrp>
<TotalAmt>661</TotalAmt>
<ProgramServicesAmt>364</ProgramServicesAmt>
<ManagementAndGeneralAmt>66</ManagementAndGeneralAmt>
<FundraisingAmt>231</FundraisingAmt>
...</DepreciationDepletionGrp>
<InsuranceGrp>
<TotalAmt>1665</TotalAmt>
<ManagementAndGeneralAmt>1665</ManagementAndGeneralAmt>
...</InsuranceGrp>
<OtherExpensesGrp>
<Desc>TELEPHONE</Desc>
<TotalAmt>3620</TotalAmt>
<ProgramServicesAmt>1991</ProgramServicesAmt>
<ManagementAndGeneralAmt>362</ManagementAndGeneralAmt>
<FundraisingAmt>1267</FundraisingAmt>
...</OtherExpensesGrp>
<OtherExpensesGrp>
<Desc>MISCELLANEOUS</Desc>
<TotalAmt>481</TotalAmt>
<ProgramServicesAmt>264</ProgramServicesAmt>
<ManagementAndGeneralAmt>48</ManagementAndGeneralAmt>
<FundraisingAmt>169</FundraisingAmt>
...</OtherExpensesGrp>
<TotalFunctionalExpensesGrp>
<TotalAmt>709195</TotalAmt>
<ProgramServicesAmt>640825</ProgramServicesAmt>
<ManagementAndGeneralAmt>14869</ManagementAndGeneralAmt>
<FundraisingAmt>53501</FundraisingAmt>
...</TotalFunctionalExpensesGrp>
<CashNonInterestBearingGrp>
<BOYAmt>444228</BOYAmt>
<EOYAmt>508274</EOYAmt>
...</CashNonInterestBearingGrp>
<SavingsAndTempCashInvstGrp>
<BOYAmt>452890</BOYAmt>
<EOYAmt>363239</EOYAmt>
...</SavingsAndTempCashInvstGrp>
<PledgesAndGrantsReceivableGrp>
<BOYAmt>2500</BOYAmt>
<EOYAmt>470074</EOYAmt>
...</PledgesAndGrantsReceivableGrp>
<LandBldgEquipCostOrOtherBssAmt>23938</LandBldgEquipCostOrOtherBssAmt>
<LandBldgEquipAccumDeprecAmt>21701</LandBldgEquipAccumDeprecAmt>
<LandBldgEquipBasisNetGrp>
<BOYAmt>2898</BOYAmt>
<EOYAmt>2237</EOYAmt>
...</LandBldgEquipBasisNetGrp>
<InvestmentsPubTradedSecGrp>
<BOYAmt>8488736</BOYAmt>
<EOYAmt>10054590</EOYAmt>
...</InvestmentsPubTradedSecGrp>
<OtherAssetsTotalGrp>
<BOYAmt>1493</BOYAmt>
<EOYAmt>1493</EOYAmt>
...</OtherAssetsTotalGrp>
<TotalAssetsGrp>
<BOYAmt>9392745</BOYAmt>
<EOYAmt>11399907</EOYAmt>
...</TotalAssetsGrp>
<AccountsPayableAccrExpnssGrp>
<BOYAmt>1364</BOYAmt>
<EOYAmt>1567</EOYAmt>
...</AccountsPayableAccrExpnssGrp>
<TotalLiabilitiesGrp>
<BOYAmt>1364</BOYAmt>
<EOYAmt>1567</EOYAmt>
...</TotalLiabilitiesGrp>
<OrganizationFollowsFASB117Ind>X</OrganizationFollowsFASB117Ind>
<NoDonorRestrictionNetAssetsGrp>
<BOYAmt>6479608</BOYAmt>
<EOYAmt>8194576</EOYAmt>
...</NoDonorRestrictionNetAssetsGrp>
<DonorRestrictionNetAssetsGrp>
<BOYAmt>2911773</BOYAmt>
<EOYAmt>3203764</EOYAmt>
...</DonorRestrictionNetAssetsGrp>
<TotalNetAssetsFundBalanceGrp>
<BOYAmt>9391381</BOYAmt>
<EOYAmt>11398340</EOYAmt>
...</TotalNetAssetsFundBalanceGrp>
<TotLiabNetAssetsFundBalanceGrp>
<BOYAmt>9392745</BOYAmt>
<EOYAmt>11399907</EOYAmt>
...</TotLiabNetAssetsFundBalanceGrp>
<ReconcilationRevenueExpnssAmt>773282</ReconcilationRevenueExpnssAmt>
<NetUnrlzdGainsLossesInvstAmt>1284341</NetUnrlzdGainsLossesInvstAmt>
<InvestmentExpenseAmt>-50664</InvestmentExpenseAmt>
<MethodOfAccountingAccrualInd>X</MethodOfAccountingAccrualInd>
<AccountantCompileOrReviewInd>false</AccountantCompileOrReviewInd>
<FSAuditedInd>true</FSAuditedInd>
<FSAuditedBasisGrp>
<SeparateBasisFinclStmtInd>X</SeparateBasisFinclStmtInd>
...</FSAuditedBasisGrp>
<AuditCommitteeInd>true</AuditCommitteeInd>
<FederalGrantAuditRequiredInd>false</FederalGrantAuditRequiredInd>