2024-11-14T14:01:48-06:00 2023-12-31 920460586 PWC US TAX LLP 301 GRANT STREET 45TH FLOOR PITTSBURGH PA 15219 990 2023-01-01 237311256 ASSUMPTION FOUNDATION FOR K-12 SCHOOLS ASSU 5633283104 PO BOX 0634 MILWAUKEE WI 532010634 U S BANK N A TRUSTEE TRUSTEE 5633283104 2024-11-14 true false X ALLISON J VALENTY P00963824 4123556000 2024-11-14 X 2023 2024-10-15 13:58:12Z US BANK NA PO BOX 0634 MILWAUKEE WI 532010634 3028666 false X www.embracingourfuture.org X 1973 IA TO ADVOCATE FOR AND ADVANCE THE EXCELLENCE OF CATHOLIC EDUCATION AT ASSUMPTION HIGH SCHOOL, AND IN THE CATHOLIC ELEMENTARY SCHOOLS OF SCOTT COUNTY, IOWA. 22 21 0 0 0 513407 452814 0 440765 330099 14655 86 968827 782999 380044 239994 0 28189 40032 0 0 8957 11604 417190 291630 551637 491369 6822236 7339782 0 0 6822236 7339782 TO ADVOCATE FOR AND ADVANCE THE EXCELLENCE OF CATHOLIC EDUCATION AT ASSUMPTION HIGH SCHOOL, AND IN THE CATHOLIC ELEMENTARY SCHOOLS OF SCOTT COUNTY, IOWA. false false 239994 239994 SUPPORT OF PRIVATE SECONDARY EDUCATION AT ASSUMPTION HIGH SCHOOL, DAVENPORT, IOWA; AND SUPPORT OF KINDERGARTEN THROUGH 12TH GRADE CATHOLIC SCHOOLS LOCATED IN SCOTT COUNTY IOWA WITH TUITION ASSISTANCE/ SCHOLARSHIPS, BENEFIT SUPPORT, & MARKETING. 239994 true true false false false false false false false false false false false false false false false false false false false false false false false false false true true false false false false false false false false false false false false false false false false false false true 0 0 true 0 false false false false false false false false false false false false false X 22 21 false false false false false false false true true true false false false false false false false false IA X US BANK NA EP-IA-2401 5633283104 201 W 2ND ST DAVENPORT IA 528011810 DAN TIMMONS DIRECTOR X 0 0 0 ERIC VANSEVERAN DIRECTOR X 0 0 0 JAN WEST DIRECTOR X 0 0 0 JEFF O'ROUKE DIRECTOR X 0 0 0 MIKE CORYN DIRECTOR X 0 0 0 BEN JOBGEN DIRECTOR X 0 0 0 DAN CONROY DIRECTOR X 0 0 0 MARTY EILERS DIRECTOR X 0 0 0 MIKE BYRNE DIRECTOR X 0 0 0 NICK HAUT DIRECTOR X 0 0 0 ROSEMARY BARTON DIRECTOR X 0 0 0 BILL BARRETT DIRECTOR X 0 0 0 DENNIS CONARD DIRECTOR X 0 0 0 DOUG JENNINGS DIRECTOR X 0 0 0 TOM SUNDERBRUCH DIRECTOR X 0 0 0 BRIAN DUFFY DIRECTOR X 0 0 0 JOHN CARROLL DIRECTOR X 0 0 0 KRISTYN TJADEN DIRECTOR X 0 0 0 DOUG JENKINS DIRECTOR X 0 0 0 ELEONOR GONZALEZ DIRECTOR X 0 0 0 MICHAEL VONDERHAAR DIRECTOR X 0 0 0 US BANK NA TRUSTEE X 37155 0 0 37155 0 0 false false false 10548 442266 452814 229783 229783 2345983 2245667 100316 100316 100316 OTHER INCOME 86 86 86 782999 330185 199078 199078 40916 40916 40032 40032 750 750 0 0 2021 2021 FOREIGN TAX WITHHELD 3738 3738 ADR FEES 17 17 OFFICE/MISC EXPENSES 2033 2033 STO EXPENSES 3045 3045 291630 239994 51636 0 286069 517080 252704 242954 6277801 6574440 5662 5308 6822236 7339782 0 0 X 6822236 7339782 6822236 7339782 6822236 7339782 X 491369 26177 X false false false X 338923 474387 332263 513407 442266 2101246 338923 474387 332263 513407 442266 2101246 2101246 175696 148723 192671 202586 229783 949459 3050705 0.68880 0.69900 X 0 0 0 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true ASSUMPTION HIGH SCHOOL 1020 W CENTRAL PARK AVE DAVENPORT IA 538041804 501C3 156957 ST PAUL THE APOSTLE CATHOLIC SCHOOL 1007 E RUSHOLME ST DAVENPORT IA 52803 501C3 13581 ALL SAINTS CATHOLIC SCHOOL 1926 MARQUETTE ST DAVENPORT IA 52804 501C3 13270 JOHN F KENNEDY CATHOLIC HIGH SCHOOL 1627 W 42ND ST DAVENPORT IA 52806 501C3 8970 LOURDES CATHOLIC SCHOOL 1453 MISSISSIPPI BLVD BETTENFORF IA 52772 501C3 6300 STUDENT SCHOLARSHIPS 68 40916 EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 GRANTS MADE FOR EDUCATIONAL PURPOSES AS STATED IN THE TRUST DOCUMENT AND AS DIRECTED BY THE EXECUTIVE COMMITTEE OF THE LAY BOARD. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a MINUTES ARE KEPT FOR ALL MEETINGS EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b MINUTES ARE KEPT FOR ALL COMMITTEE MEETINGS FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW THE INSTITUTIONAL TRUSTEE IS RESPONSIBLE FOR PREPARING, REVIEWING, AND FILING FORM 990. EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 9 ALL INDIVIDUAL OFFICERS/DIRECTORS CAN BE REACHED THROUGH ASSUMPTION HIGH SCHOOL, BUSINESS OFFICE, 1020 W CENTRAL PARK AVE, DAVENPORT, IA 52804-1804 FORM 990, PAGE 6, PART VI, LINE 18 UPON WRITTEN REQUEST FORM 990, PAGE 6, PART VI, LINE 19 UPON WRITTEN REQUEST, GOVERNING DOCUMENTS AND OTHER PUBLIC INSPECTION FORMS WILL BE MADE AVAILABLE. EXPLANATION FOR FORM 990, PART XI, LINE 9 CY POAI ADJUSTMENT ($578), CY PENDING SALES ADJUSTMENT $5,526, ROC ON CY SALES ADJUSTMENT ($1,230), PY ROC ADJUSTMENT ($-2,738), COST BASIS ADJUSTMENT $25,197.