Everly Scholarship Fund Inc

Moorestown, NJ
Tax-exempt since May 1992
EIN: 22-3161410

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$133k (2025)

Expenses

$149k (2025)

Total Assets

$2.7M (2025)

Total Liabilities

$0 (2025)

Source: Form 990 tax filings from 2012 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending March
2025

Revenue

$133,031

Expenses

$149,358

Net Income

-$16,327

Net Assets

$2,698,091

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$402	0.3%
Dividends	$91,472	68.8%
Sales of Assets	$41,157	30.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$111,250	74.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,698,091
Total Liabilities	$0
Net Assets	$2,698,091

Compensation

Key Employees and Officers	Compensation	Other
John R Lolio Jr (President)	$0	$0
Tracy L Kozlowski (V.P)	$0	$0
Patricia Lolio (Sec)	$0	$0

990-PF

Filed on July 18, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending March
2024

Revenue

$119,879

Expenses

$144,381

Net Income

-$24,502

Net Assets

$2,715,273

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$332	0.3%
Dividends	$85,804	71.6%
Sales of Assets	$33,743	28.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$108,750	75.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,715,273
Total Liabilities	$0
Net Assets	$2,715,273

Compensation

Key Employees and Officers	Compensation	Other
John R Lolio Jr (President)	$0	$0
Tracy L Kozlowski (V.P)	$0	$0
Patricia Lolio (Sec)	$0	$0

990-PF

Filed on July 31, 2024

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending March
2023

Revenue

$69,456

Expenses

$145,509

Net Income

-$76,053

Net Assets

$2,739,775

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$230	0.3%
Dividends	$67,614	97.3%
Sales of Assets	$1,592	2.3%
Other Income	$20	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$145,438	100.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,739,775
Total Liabilities	$0
Net Assets	$2,739,775

Compensation

Key Employees and Officers	Compensation	Other
John R Lolio Jr (President)	$0	$0
Tracy L Kozlowski (V.P)	$0	$0
Patricia Lolio (Sec)	$0	$0

990-PF

Filed on Oct. 27, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending March
2022

Revenue

$204,650

Expenses

$150,967

Net Income

$53,683

Net Assets

$2,814,548

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$19	0.0%
Dividends	$64,357	31.4%
Sales of Assets	$140,274	68.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$150,967	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,814,548
Total Liabilities	$0
Net Assets	$2,814,548

Compensation

Key Employees and Officers	Compensation	Other
John R Lolio Jr (President)	$0	$0
Tracy L Kozlowski (V.P)	$0	$0
Patricia Lolio (Sec)	$0	$0

990-PF

Filed on Aug. 26, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending March
2021

Revenue

$104,586

Expenses

$169,216

Net Income

-$64,630

Net Assets

$2,760,941

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$51	0.0%
Dividends	$61,843	59.1%
Sales of Assets	$42,692	40.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$154,216	91.1%
Compensation of Officers*	$15,000	8.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,760,942
Total Liabilities	$1
Net Assets	$2,760,941

Compensation

Key Employees and Officers	Compensation	Other
John R Lolio Jr (President)	$15,000	$0
Tracy L Kozlowski (V.P)	$0	$0
Patricia Lolio (Sec)	$0	$0

990-PF

Filed on Sept. 1, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending March
2020

Revenue

$234,894

Expenses

$117,475

Net Income

$117,419

Net Assets

$2,825,616

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$806	0.3%
Dividends	$81,022	34.5%
Sales of Assets	$153,066	65.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$87,500	74.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,825,617
Total Liabilities	$1
Net Assets	$2,825,616

Compensation

Key Employees and Officers	Compensation	Other
John R Lolio Jr (President)	$0	$0
Tracy L Kozlowski (V.P)	$0	$0
Patricia Lolio (Sec)	$0	$0

990-PF

Filed on Aug. 11, 2020

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending March
2019

Revenue

$429,572

Expenses

$137,035

Net Income

$292,537

Net Assets

$2,627,556

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$780	0.2%
Dividends	$60,687	14.1%
Sales of Assets	$368,089	85.7%
Other Income	$16	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$101,250	73.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,627,557
Total Liabilities	$1
Net Assets	$2,627,556

Compensation

Key Employees and Officers	Compensation	Other
John R Lolio Jr (President)	$0	$0
Tracy L Kozlowski (V.P)	$0	$0
Patricia Lolio (Sec)	$0	$0

990-PF

Filed on Aug. 11, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending March
2018

Revenue

$84,354

Expenses

$149,208

Net Income

-$64,854

Net Assets

$2,441,868

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$753	0.9%
Dividends	$61,985	73.5%
Sales of Assets	$21,616	25.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$102,500	68.7%
Compensation of Officers*	$10,000	6.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,441,869
Total Liabilities	$1
Net Assets	$2,441,868

Compensation

Key Employees and Officers	Compensation	Other
John R Lolio Jr (President)	$10,000	$0
Tracy L Kozlowski (V.P)	$0	$0
Patricia Lolio (Sec)	$0	$0

990-PF

Filed on Aug. 11, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending March
2017

Revenue

$65,132

Expenses

$140,065

Net Income

-$74,933

Net Assets

$2,442,915

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$43	0.1%
Dividends	$65,089	99.9%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,442,915
Total Liabilities	$0
Net Assets	$2,442,915

Compensation

Key Employees and Officers	Compensation	Other
John R Lolio Jr (Pres/Tres)	$0	$0
Tracy L Kozlowski (V.P)	$0	$0
Patricia Lolio (Sec)	$0	$0

990-PF

Filed on Nov. 11, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending March
2016

Revenue

$111,457

Expenses

$146,869

Net Income

-$35,412

Net Assets

$2,392,488

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11	0.0%
Dividends	$111,004	99.6%
Sales of Assets	$0
Other Income	$442	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,392,488
Total Liabilities	$0
Net Assets	$2,392,488

Compensation

Key Employees and Officers	Compensation	Other
John R Lolio Jr (Pres/Tres)	$0	$0
Tracy L Kozlowski (V.P)	$0	$0
Patricia Lolio (Sec)	$0	$0

990-PF

Filed on Sept. 11, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending March
2015

Revenue

$108,142

Expenses

$138,142

Net Income

-$30,000

Net Assets

$2,429,936

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8	0.0%
Dividends	$106,637	98.6%
Sales of Assets	$0
Other Income	$1,497	1.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$100,000	72.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,429,936
Total Liabilities	$0
Net Assets	$2,429,936

Compensation

Key Employees and Officers	Compensation	Other
John R Lolio Jr (Pres/Tres)	$0	$0
Tracy L Kozlowski (V.P)	$0	$0
Patricia Lolio (Sec)	$0	$0

990-PF

Filed on Sept. 3, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending March
2014

Revenue

$86,178

Expenses

$143,766

Net Income

-$57,588

Net Assets

$2,398,491

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$13	0.0%
Dividends	$86,128	99.9%
Sales of Assets	$0
Other Income	$37	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$92,500	64.3%
Compensation of Officers*	$10,000	7.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,398,491
Total Liabilities	$0
Net Assets	$2,398,491

Compensation

Key Employees and Officers	Compensation	Other
John R Lolio Jr (Pres/Tres)	$10,000	$0
Tracy L Kozlowski (V.P)	$0	$0
Patricia Lolio (Sec)	$0	$0

990-PF

Filed on Oct. 6, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending March
2013

Revenue

$71,115

Expenses

$51,421

Net Income

$19,694

Net Assets

$2,320,433

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,411	4.8%
Dividends	$67,704	95.2%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,750	36.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,320,434
Total Liabilities	$1
Net Assets	$2,320,433

990-PF

Filed on Nov. 4, 2013

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending March
2012

Revenue

$101,198

Expenses

$185,748

Net Income

-$84,550

Net Assets

$2,196,509

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,894	3.8%
Dividends	$97,304	96.2%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$155,176	83.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,196,510
Total Liabilities	$1
Net Assets	$2,196,509

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending March
2011

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending March
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

Primary tax return for a private foundation's activities, finances, and governance

PDF

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The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Updated March 23, 2026

Everly Scholarship Fund Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $133k (2025)

Expenses $149k (2025)

Total Assets $2.7M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending March 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$133k (2025)

Expenses

$149k (2025)

Total Assets

$2.7M (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending March
2025

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2024

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2023

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2022

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2021

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2020

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2019

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2018

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2017

Fiscal Year Ending March
2016

Fiscal Year Ending March
2015

Fiscal Year Ending March
2014

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2013

Fiscal Year Ending March
2012

Fiscal Year Ending March
2011

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2010

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2008

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2007

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2005

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2003

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2002