2025-03-11T07:32:28-05:00 2024-06-30 271727263 WIGGINS SMIT BURBY REINEKE & CO PA 30 FOURTH STREET SW WINTER HAVEN FL 33880 990 2023-07-01 593069931 ST JOSEPH EDUCATION ENDOWMENT FUND INC STJO 8632943144 532 AVENUE M NW WINTER HAVEN FL 33881 DR PETER VERRILL SECRETARY 8636601623 2025-01-30 1 1 TURNER WIGGINS CPA P00176062 8632998084 2025-01-30 2023 2025-03-06 01:10:19Z DR PETER VERRILL 532 AVENUE M SW WINTER HAVEN FL 33881 921005 0 X N/A X 1990 FL THE ENDOWMENT FUND CONTRIBUTES TO THE SUPPORT OF CHRISTIAN EDUCATION AT ST. JOSEPH CATHOLIC SCHOOL, ST. JOSEPH CATHOLIC CHURCH AND AT SANTE FE CATHOLIC HIGH SCHOOL. 7 7 0 0 0 0 34629 34063 0 0 205350 355140 251340 325644 491319 714847 235000 231620 0 0 0 0 0 0 0 4558 4888 239558 236508 251761 478339 4398424 4876765 7159 7159 4391265 4869606 X THE MISSION OF THE EDUCATION ENDOWMENT FUND IS TO PROVIDE SCHOLARSHIPS AND SUBSIDIES FOR STUDENTS IN THE SCHOOLS, TO SUPPLEMENT EXPENSES OF THE SCHOOLS AND THE RELIGIOUS EDUCATION FUND, TO PROVIDE FOR CAPITAL IMPROVEMENTS TO THE SCHOOLS AND TO RELIGIOUS EDUCATION FACILITIES, AND TO SUPPLEMENT SALARIES OF THE FACULTY AND RELIGIOUS EDUCATION PERSONNEL. 0 0 231620 231620 RELIGIOUS EDUCATION FUNDING. 231620 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 X THE ORGANIZATION 8632943144 532 AVENUE M NW WINTER HAVEN FL 33881 X REV TIM LABO PHD PRESIDENT 0.50 X X 0 0 0 LAMAR EDWARDS VICE PRESIDENT 0.50 X X 0 0 0 PETER VERRILL MD SECRETARY 0.50 X X 0 0 0 DAVID NEAL DDS TREASURER 0.50 X 0 0 0 KATIE COLLANY DIRECTOR 0.50 X 0 0 0 GARY MOULTON DIRECTOR 0.50 X 0 0 0 STEPHANY ODOM DIRECTOR 0.50 X 0 0 0 0 0 0 0 0 0 0 0 34063 34063 226832 226832 334466 206158 128308 128308 128308 UNREALIZED LOSS-INVEST 900099 325644 325644 325644 714847 128308 0 552476 231620 231620 61 61 4827 4827 236508 231620 4888 0 279412 283991 85900 0 85900 85900 4033112 4506874 4398424 4876765 7159 7159 7159 7159 X 576394 564338 3814871 4305268 4391265 4869606 4398424 4876765 478339 0 X 0 0 0 X X 3 ST JOSEPH CATHOLIC CHURCH 590855046 1 1 23150 0 ST JOSEPH CATHOLIC SCHOOL 205452342 2 1 185320 0 SANTE FE CATHOLIC HIGHSCHOOL 596057206 2 1 23150 0 3 231620 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 100119 441160 100119 441160 0 0 0 0 4558 4888 95561 436272 3769063 4005003 441619 492322 0 0 4210682 4497325 0 0 0 4210682 4497325 63160 67460 4147522 4429865 145163 155045 0 0 145163 155045 95561 81227 145163 145163 0 145163 231620 0 4888 0 0 0 236508 231620 145163 100.000000000000 145163 0 0 0 0 884343 239558 1123901 0 145163 0 978738 236508 0 236508 0 0 1215246 0 0 739180 239558 236508 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3273196 3273196 3273196 3273196 3273196 3273196 3273196 3273196 3273196 3273196 0 0 8000 8000 77900 77900 85900 PART V, LINE 4: ENDOWMENT FUNDS ARE INVESTED TO PRODUCE A STREAM OF INCOME, FROM WHICH FINANCIAL ASSISTANCE FOR CHRISTIAN EDUCATION IS PROVIDED. 1 ST JOSEPH CATHOLIC CHURCH 532 AVENUE M NW WINTER HAVEN FL 33881 590855046 501(C)(3) 0 23150 EDUCATION COST ASSISTANCE ST JOSEPH CATHOLIC SCHOOL 532 AVENUE M NW WINTER HAVEN FL 33881 205452342 501(C)(3) 0 185320 EDUCATION COST ASSISTANCE SANTA FE CATHOLIC HIGH SCHOOL 3110 HWY 92 EAST LAKELAND FL 33801 596057206 501(C)(3) 0 23150 EDUCATION COST ASSISTANCE PART I, LINE 2: ASSISTANCE IS DETERMINED ON A NEED BASIS BY A FULL MEETING OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 THERE ARE NO COMPENSATED POSITIONS WITHIN THE ENDOWMENT EDUCATION FUND. FORM 990, PART VI, SECTION B, LINE 11B THE TAX RETURN PREPARER PROVIDES FORM 990 TO THE BUSINESS MANAGER OF THE EDUCATION ENDOWMENT FUND. THE BUSINESS MANAGER TURNS FORM 990 OVER TO THE PRESIDENT OF THE EDUCATION ENDOWMENT FUND FOR HIS SIGNATURE. IF THE PRESIDENT HAS ANY QUESTIONS OR COMMENTS, HE WILL CONTACT THE TAX RETURN PREPARER TO DISCUSS THOSE ISSUES BEFORE HE SIGNS AND MAILS THE RETURN. FORM 990, PART VI, SECTION C, LINE 19 UPON VERBAL OR WRITTEN REQUEST TO THE EDUCATION ENDOWMENT FUND'S BOARD, THE DOCUMENTS ARE MADE AVAILABLE FOR VIEWING. COPIES OF THE DOCUMENTS ARE ALSO AVAILABLE IF SO REQUESTED. ST JOSEPH CATHOLIC CHURCH 532 AVENUE M NW WINTER HAVEN FL 33881 590855046 CHURCH FL 501(C)(3) LINE 1 0 ST JOSEPH CATHOLIC SCHOOL 535 AVENUE M NW WINTER HAVEN FL 33881 205452342 SCHOOL FL 501(C)(3) LINE 2 0 SANTE FE CATHOLIC HIGH SCHOOL 3110 HWY 92 EAST LAKELAND FL 33801 596057206 SCHOOL FL 501(C)(3) LINE 2 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 NA