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Nonprofit · EIN 22-3161410

EVERLY SCHOLARSHIP FUND INC

Tax-exempt · MOORESTOWN, NJ 08057

Financials

$120K$144K2023$133K$149K2024$167K$150K2025
Revenue Expenses · by fiscal year end
Financials of EVERLY SCHOLARSHIP FUND INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
March 31, 2026990-PF$166,726$149,979$16,747$2,718,524$0$2,718,524
March 31, 2025990-PF$133,031$149,358-$16,327$2,698,091$0$2,698,091
March 31, 2024990-PF$119,879$144,381-$24,502$2,715,273$0$2,715,273
Financial details: 990-PF for the year ended March 31, 2026

Revenue

Dividends
$92,416
Interest
$158
Net gain from sales of assets
$74,152

Expenses

Grants and similar amounts paid
$110,000
Disbursements for charitable purposes
$110,000
Excise tax on investment income
$1,762

Balance sheet and other

Total assets, start of year
$2,698,091
Total assets, end of year
$2,718,524
Total liabilities, end of year
$0
Net assets, end of year
$2,718,524
Fair market value of assets
$3,195,575
Qualifying distributions
$110,000
Net investment income
$166,726

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended March 31, 2026, highest compensation first.

NameTitleHours / weekCompensation
JOHN R LOLIO JR ESQ
308 HARPER DRIVE SUITE 200, MOORESTOWN, NJ 08057
PRESIDENT0$0
TRACY L KOZLOWSKI
308 HARPER DRIVE SUITE 200, MOORESTWON, NJ 08057
V.P0$0
PATRICIA LOLIO
308 HARPER DRIVE SUITE 200, MOORESTOWN, NJ 08057
SEC0$0
990-PF for the year ended March 31, 2025: 3 people
NameTitleHours / weekCompensation
JOHN R LOLIO JR
308 HARPER DRIVE SUITE 200, MOORESTOWN, NJ 08057
PRESIDENT0$0
TRACY L KOZLOWSKI
308 HARPER DRIVE SUITE 200, MOORESTWON, NJ 08057
V.P0$0
PATRICIA LOLIO
308 HARPER DRIVE SUITE 200, MOORESTOWN, NJ 08057
SEC0$0
990-PF for the year ended March 31, 2024: 3 people
NameTitleHours / weekCompensation
JOHN R LOLIO JR
308 HARPER DRIVE SUITE 200, MOORESTOWN, NJ 08057
PRESIDENT0$0
TRACY L KOZLOWSKI
308 HARPER DRIVE SUITE 200, MOORESTWON, NJ 08057
V.P0$0
PATRICIA LOLIO
308 HARPER DRIVE SUITE 200, MOORESTOWN, NJ 08057
SEC0$0

Address and contacts

Address (IRS master file)
308 HARPER DR STE 200, MOORESTOWN, NJ 08057-3245
In care of
% JR LOLIO ESQ AND S SILVERSTEIN
Signed the 990-PF
JOHN R LOLIO JR ESQ, PRESIDENT
Phone
(856) 661-2094
Return prepared by
BARATZ & ASSOCIATES PA

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025March 31, 2026August 17, 2026990-PF on file
2024March 31, 2025August 15, 2025990-PF on file
2023March 31, 2024August 15, 2024990-PF on file

IRS record

EIN
22-3161410
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1992
Accounting year ends
March
Files
Form 990-PF
Assets (IRS master file)
$2,718,524
Income (IRS master file)
$420,987

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFMarch 2026$166,726$149,979$2,718,524XML
990-PFMarch 2025$133,031$149,358$2,698,091XML
990-PFMarch 2024$119,879$144,381$2,715,273XML
990-PFMarch 2023–––IRS
990-PFMarch 2022–––IRS
990-PFMarch 2021–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 22-3161410).

Questions about EVERLY SCHOLARSHIP FUND INC

What is the EIN of EVERLY SCHOLARSHIP FUND INC?
The employer identification number (EIN) of EVERLY SCHOLARSHIP FUND INC is 22-3161410.
Is EVERLY SCHOLARSHIP FUND INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
Are donations to EVERLY SCHOLARSHIP FUND INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does EVERLY SCHOLARSHIP FUND INC file?
Form 990-PF. Private foundations file every year.
When is the next return of EVERLY SCHOLARSHIP FUND INC due?
The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did EVERLY SCHOLARSHIP FUND INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended March 2026.
Who are the officers and directors of EVERLY SCHOLARSHIP FUND INC?
The 990-PF for the year ended March 31, 2026 lists 3 people; 0 received compensation from the organization.
How much revenue does EVERLY SCHOLARSHIP FUND INC have?
On its 990-PF for the year ended March 31, 2026 it reported revenue of $166,726, expenses of $149,979 and total assets of $2,718,524 at year end.

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