2024-05-15T13:27:34-07:00 2023-06-30 814684779 Kurt & Margaret Slenn CPAs 1420 Donna Ave Woodlyn PA 19094 990 2022-07-01 236291406 The Foundation of the St Andrew's Society of Philadelphia FOUN 2152053336 100 S Broad St Philadelphia PA 19110 Patrick G J Stewart Treasurer 2152053336 2024-05-15 true Patrick G J Stewart XXX-XX-XXXX true Margaret J Slenn P00741114 6108332686 X 3 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z James MacFarlane 100 S Broad St Philadelphia PA 19110 1093708 false X www.standrewsociety.org X 1958 PA College scholarship funding-U.S./Scotland 12 12 0 38 0 0 101240 210353 0 260967 55426 0 362207 265779 125000 280000 0 0 0 0 32007 41941 157007 321941 205200 -56162 4349379 4710970 0 4349379 4710970 College scholarship funding-U.S./Scotland false false 282618 280000 0 Promoted understanding between the United States and Scotland by awarding scholarships to carefully selected students in the Philadelphia region to study in Scotland, and to carefully selected students in Scotland to study in the United States. Each year, the Foundation contacts 30 colleges and universities in the region surrounding the Philadelphia area, and delivers the Foundation's application for scholarship for attendance abroad at one of four Scottish universities. The candidate must rank academically in the top 25% of his/her class, be nominated by their school Dean or foreign study head, be involved in his/her school community, and willing to spend an entire academic year abroad at a Scottish educational institution. Each applicant must provide a personal essay, letters of recommendation, and transcript in support of his/her candidacy to the Scholarship Committee. Nominees will be invited to be interviewed by the Foundation's scholarship committee. Nominees are questioned to discover which applicants will represent the Foundation and experience the culture, history, and character of Scotland at their chosen university should they be awarded a scholarship. Committee members independently rank each candidate using a scoring rubric, from which the winning candidates are selected for awards. Based on their ranking by the committee, the top scorer receives first choice for a Scottish university, etc. Personnel at the Scottish universities execute a similar vetting process, and select award winners to attend colleges in the Philadelphia area. 282618 true true false false false false false false false true false false false false false false false false false false true false true false false false false false true false false false false false false false false false true false false false false true false false false true 1 0 true 0 false false false false false false false false false false false false X 12 12 true false true false false true false true true false false false false false false false false false PA X X Patrick G J Stewart 2152053336 100 S Broad St Philadelphia PA 19110 X James MacFarlane President 1.00 X 0 0 0 Richard F Pagano Vice President 1.00 X 0 0 0 John F McDonald III Secretary 1.00 X 0 0 0 Patrick GJ Stewart Treasurer 3.00 X 0 0 0 David Alan Metzler Trustee 1.00 X 0 0 0 Francis Michael Spano III Trustee 1.00 X 0 0 0 George Conrad McFarland Trustee 1.00 X 0 0 0 Jeffrey Gordon Little Trustee 1.00 X 0 0 0 Kevin Robert Moran Trustee 1.00 X 0 0 0 Richard Stanley Griffith VI Trustee 1.00 X 0 0 0 Robert James Bruce Trustee 1.00 X 0 0 0 Robert Lincoln McNeil III Trustee 1.00 X 0 0 0 Robert Scott Hudson Trustee 1.00 X 0 0 0 Steve Herrick Palmer Esq Trustee 1.00 X 0 0 0 Tench Coxe Forbes Trustee 1.00 X 0 0 0 William Frederick Forbes Trustee 1.00 X 0 0 0 false false false 210353 28750 210353 94136 0 94136 789219 827929 -38710 -38710 0 0 -38710 265779 0 0 55426 210000 210000 70000 70000 12120 0 12120 0 22251 0 22251 0 Postage and printing 3817 0 3817 0 Licenses and fees 1135 0 1135 0 scholarship luncheon 2618 2618 0 0 321941 282618 39323 0 415863 199041 3927744 4497787 5772 14142 4349379 4710970 0 0 X 1035471 1281001 3313908 3429969 4349379 4710970 4349379 4710970 -56162 417753 X false false false X 0 65790 80196 563524 101240 210353 1021103 0 0 0 0 0 0 0 0 0 0 0 0 65790 80196 563524 101240 210353 1021103 594469 426634 75592 78040 75143 87904 94136 410815 0 0 0 0 0 0 0 1431918 0.29790 0.28280 X 0 0 0 Pt II Ln 17a How the organization meets the facts and circumstances test: For the fiscal year ending June 30, 2023, there were 147 separate donors. For the five year time period included in the Schedule A, Part II, line 1(f) calculations, there were 301 separate donors. Included in Part II, line 5(f) were four donors whose donations exceeded 2% of the five year grand total. Two of these donors had a significant impact on the calculations with donations of $500,000 during the year ending June 30, 2021 and $100,000 during the year ending June 30, 2023. These bequests will impact the calculations for the next few years but are not expected to repeat. The unusually large donations were both bequests. No undue influence can be exerted by the deceased donors. Should the Foundation not have received these large donations from these two donors during the five year calculations, the organization easily would have percentages in line with the acceptable public support percentage. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3313908 28774 372556 267500 17770 3429968 3696944 16135 -290258 90000 18913 3313908 2328652 516574 899039 27500 19821 3696944 2527301 19916 -95546 105000 18019 2328652 2523617 15573 101234 95000 18123 2527301 0.15030 0.84970 false false Pt V, Line 4 Endowment funds are utilized to fund scholarship awards for U.S. students enrolled in undergraduate studies in Scotland and Scottish students enrolled in undergraduate studies in the U.S. true Europe 0 0 grants to recipients scholarships 70000 0 0 0 0 70000 70000 scholarship Europe 2 70000 ACH false false false false false false Pt I Line 2 The Foundation remains in close contact with the United States colleges as well as the college from which the scholarship recipients are pursuing his/her undergraduate studies. If the overseas scholar who receives the award does not actually matriculate to the college in the U.S., the university contacts the Foundation as a check and balance. During the fiscal year ending June 30, 2023, two $35,000 scholarships were awarded to overseas scholars. One attended the University of Pennsylvania and the other attended Drexel University. true scholarship-undergraduate study 8 210000 Pt I Line 2 The Foundation is in direct contact with each scholarship recipient's institution in the U.S. as well as each of the Scottish universities at which they are fulfilling their year of overseas study. During this process, the Foundation is aware of the tuition costs, and has arrangements with the Scottish universities asking that they contact the Foundation immediately should the scholar not matriculate or otherwise drops out of their program. During the year ending June 30, 2023, U.S. scholars attended University of Aberdeen, University of Edinburgh, University of Glasgow, and the University of St. Andrew's, and Scottish scholars attended University of Pennsylvania & Drexel University. X 2 28750 FMV mean per share false false false Pt VI, Line 4 The Foundation approved modifications to its bylaws February 22, 2023. Bylaws are attached to Form 990. Pt VI, Line 7a The Foundation's trustees are elected each year by the membership of the related St. Andrew's Society of Philadelphia. In order to be eligible to serve, the candidates must be members of the Society. In the past, four trustee positions were elected annually, each serving a term of three years. The Foundation recently changed the bylaws and are transitioning to electing two trustees each election, each serving a three year term. The officers are also elected at the annual meeting -- terms are for one year. Pt VI, Line 11b The Treasurer is responsible for budgets, accounts, investments, and financial reporting. The President is responsible for signing contracts and affixing his seal. The treasurer reviews the preparation of Form 990 prior to filing. A copy of Form 990 is available and posted to the website of the Foundation. Pt VI, Line 19 All such documents are available upon request. Pt VI, Line 2 Trustees William Frederick Forbes and Tench Coxe Forbes have a familial relationship as cousins. Saint Andrew's Society of Philadelphia 100 S Broad St Philadelphia PA 19110 237079392 promote recognition for Scottish customs, culture, and achievements PA 501(c)(3) 7 No false false false false false false false false false false false false false true true false false false false true