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St Georges Episcopal School Endowment Fund

Organization summary

Type of Nonprofit

Designated as a 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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Public Foundations (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$106k (2024)

Expenses
$90.5k (2024)

Total Assets
$1.46M (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

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 Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$106,183
Expenses
$90,493
Net Income
$15,690
Net Assets
$1,456,150
Notable Sources of Revenue Percent of Total Revenue
Contributions $1,879
1.8%
Program Services $0
Investment Income $29,611
27.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $74,693
70.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,456,150
Total Liabilities $0
Net Assets $1,456,150
Compensation
Key Employees and Officers Compensation Related Other
Cappy Johnson (Trustee) $0 $0 $0
Lori Mince (Trustee) $0 $0 $0
Charles Nelson (Trustee) $0 $0 $0
Dale Kaliszeski (Trustee) $0 $0 $0
Jack Little (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$72,975
Expenses
$86,081
Net Income
-$13,106
Net Assets
$1,392,709
Notable Sources of Revenue Percent of Total Revenue
Contributions $6,793
9.3%
Program Services $0
Investment Income $27,388
37.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $38,794
53.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,392,709
Total Liabilities $0
Net Assets $1,392,709
Compensation
Key Employees and Officers Compensation Related Other
Cappy Johnson (Trustee) $0 $0 $0
Lori Mince (Trustee) $0 $0 $0
Charles Nelson (Trustee) $0 $0 $0
Dale Kaliszeski (Trustee) $0 $0 $0
Jack Little (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$69,545
Expenses
$90,648
Net Income
-$21,103
Net Assets
$1,200,609
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,688
8.2%
Program Services $0
Investment Income $21,577
31.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $42,280
60.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,202,448
Total Liabilities $1,839
Net Assets $1,200,609
Compensation
Key Employees and Officers Compensation Related Other
Cappy Johnson (Trustee) $0 $0 $0
Lori Mince (Trustee) $0 $0 $0
George Denegre (Trustee) $0 $0 $0
Dale Kaliszeski (Trustee) $0 $0 $0
Jack Little (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$113,607
Expenses
$87,528
Net Income
$26,079
Net Assets
$1,553,651
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,445
4.8%
Program Services $0
Investment Income $25,509
22.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $82,653
72.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,555,815
Total Liabilities $2,164
Net Assets $1,553,651
Compensation
Key Employees and Officers Compensation Related Other
Cappy Johnson (Trustee) $0 $0 $0
Lori Mince (Trustee) $0 $0 $0
George Denegre (Trustee) $0 $0 $0
Dale Kaliszeski (Trustee) $0 $0 $0
Ray Falk (Trustee) $0 $0 $0
Robert Bergeron (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$108,941
Expenses
$82,089
Net Income
$26,852
Net Assets
$1,435,715
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,975
2.7%
Program Services $0
Investment Income $26,194
24.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $79,549
73.0%
Net Inventory Sales $0
Other Revenue $223
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,435,782
Total Liabilities $67
Net Assets $1,435,715
Compensation
Key Employees and Officers Compensation Related Other
Robert Bergeron (Trustee) $0 $0 $0
Lori Mince (Trustee) $0 $0 $0
George Denegre (Trustee) $0 $0 $0
Dale Kaliszeski (Trustee) $0 $0 $0
Ray Falk (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$88,074
Expenses
$79,287
Net Income
$8,787
Net Assets
$1,360,719
Notable Sources of Revenue Percent of Total Revenue
Contributions $300
0.3%
Program Services $0
Investment Income $35,891
40.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $50,732
57.6%
Net Inventory Sales $0
Other Revenue $1,151
1.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,362,222
Total Liabilities $1,503
Net Assets $1,360,719
Compensation
Key Employees and Officers Compensation Related Other
Robert Bergeron (Trustee) $0 $0 $0
Lori Mince (Trustee) $0 $0 $0
George Denegre (Trustee) $0 $0 $0
Dale Kaliszeski (Trustee) $0 $0 $0
Ray Falk (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$125,192
Expenses
$77,838
Net Income
$47,354
Net Assets
$1,187,736
Notable Sources of Revenue Percent of Total Revenue
Contributions $100
0.1%
Program Services $0
Investment Income $28,118
22.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $96,736
77.3%
Net Inventory Sales $0
Other Revenue $238
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,189,190
Total Liabilities $1,454
Net Assets $1,187,736
Compensation
Key Employees and Officers Compensation Related Other
Robert Bergeron (Trustee) $0 $0 $0
Lori Mince (Trustee) $0 $0 $0
George Denegre (Trustee) $0 $0 $0
Dale Kaliszeski (Trustee) $0 $0 $0
Ray Falk (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$73,350
Expenses
$72,379
Net Income
$971
Net Assets
$1,306,527
Notable Sources of Revenue Percent of Total Revenue
Contributions $7,975
10.9%
Program Services $0
Investment Income $25,127
34.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $40,215
54.8%
Net Inventory Sales $0
Other Revenue $33
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,306,527
Total Liabilities $0
Net Assets $1,306,527
Compensation
Key Employees and Officers Compensation Related Other
Robert Bergeron (Trustee) $0 $0 $0
Lori Mince (Trustee) $0 $0 $0
George Denegre (Trustee) $0 $0 $0
Paul Cordes (Trustee) $0 $0 $0
Dale Kaliszeski (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$83,362
Expenses
$69,471
Net Income
$13,891
Net Assets
$1,170,727
Notable Sources of Revenue Percent of Total Revenue
Contributions $21,470
25.8%
Program Services $0
Investment Income $25,645
30.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $36,232
43.5%
Net Inventory Sales $0
Other Revenue $15
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,170,727
Total Liabilities $0
Net Assets $1,170,727
Compensation
Key Employees and Officers Compensation Related Other
Robert Bergeron (Trustee) $0 $0 $0
Carrie Robinson (Trustee) $0 $0 $0
George Denegre (Trustee) $0 $0 $0
Paul Cordes (Trustee) $0 $0 $0
Warner Thomas (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$78,324
Expenses
$70,972
Net Income
$7,352
Net Assets
$1,103,809
Notable Sources of Revenue Percent of Total Revenue
Contributions $33,230
42.4%
Program Services $0
Investment Income $24,826
31.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $20,268
25.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,103,809
Total Liabilities $0
Net Assets $1,103,809
Compensation
Key Employees and Officers Compensation Related Other
Robert Bergeron (Trustee) $0 $0 $0
Carrie Robinson (Trustee) $0 $0 $0
George Denegre (Trustee) $0 $0 $0
Paul Cordes (Trustee) $0 $0 $0
Warner Thomas (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$210,098
Expenses
$17,707
Net Income
$192,391
Net Assets
$1,116,500
Notable Sources of Revenue Percent of Total Revenue
Contributions $115,511
55.0%
Program Services $0
Investment Income $24,315
11.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $70,272
33.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,116,500
Total Liabilities $0
Net Assets $1,116,500
Compensation
Key Employees and Officers Compensation Related Other
Robert Bergeron (Trustee) $0 $0 $0
Carrie Robinson (Trustee) $0 $0 $0
George Denegre (Trustee) $0 $0 $0
Paul Cordes (Trustee) $0 $0 $0
Warner Thomas (Trustee) $0 $0 $0
Merritt Talbot (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$207,542
Expenses
$11,577
Net Income
$195,965
Net Assets
$964,061
Notable Sources of Revenue Percent of Total Revenue
Contributions $147,144
70.9%
Program Services $0
Investment Income $16,349
7.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $44,049
21.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $964,061
Total Liabilities $0
Net Assets $964,061
Compensation
Key Employees and Officers Compensation Related Other
Robert Bergeron (Trustee) $0 $0 $0
Carrie Robinson (Trustee) $0 $0 $0
Merritt Talbot (Trustee) $0 $0 $0
Paul Cordes (Trustee) $0 $0 $0
Warner Thomas (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$23,149
Expenses
$10,803
Net Income
$12,346
Net Assets
$669,444
Notable Sources of Revenue Percent of Total Revenue
Contributions $2,000
8.6%
Program Services $0
Investment Income $15,298
66.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $5,851
25.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $669,444
Total Liabilities $0
Net Assets $669,444

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$87,371
Expenses
$9,408
Net Income
$77,963
Net Assets
$599,023
Notable Sources of Revenue Percent of Total Revenue
Contributions $100
0.1%
Program Services $0
Investment Income $14,787
16.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $72,484
83.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $599,023
Total Liabilities $0
Net Assets $599,023

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

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

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
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  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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