Nonprofit · EIN 86-1126662
COVENANT ENDOWMENT FUND
Tax-exempt · CHARLOTTESVLE, VA 22902
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $74,365 | $33,175 | $41,190 | $682,253 | $0 | $682,253 |
| June 30, 2024 | 990 | $51,385 | $30,458 | $20,927 | $613,468 | $0 | $613,468 |
| June 30, 2023 | 990 | $29,445 | $27,315 | $2,130 | $556,783 | $0 | $556,783 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $35,270
- Program service revenue
- $0
- Investment income
- $39,095
- Net gain from sales of assets
- $21,141
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $32,863
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $32,863
- Management and general (functional)
- $312
Balance sheet and other
- Total assets, start of year
- $613,468
- Total assets, end of year
- $682,253
- Total liabilities, end of year
- $0
- Net assets, end of year
- $682,253
- Publicly traded securities
- $677,168
- Net assets with donor restrictions
- $682,253
- Gross receipts
- $174,746
- Employees
- 0
- Volunteers
- 2
- Year formed
- 2005
- State of legal domicile
- VA
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 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRIAN CULLATY | CHAIR Trustee or director, Officer | 1 | $0 |
| STEVE LUCK | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRIAN CULLATY | CHAIR Trustee or director, Officer | 1 | $0 |
| STEVE LUCK | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN K TAGGART IV | CHAIR Trustee or director, Officer | 1 | $0 |
| STEVE LUCK | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 175 HICKORY ST, CHARLOTTESVLE, VA 22902-6692
- In care of
- % JON GODDIN
- Principal officer (990 for 2024)
- BRIAN CULLATY, 175 HICKORY STREET, CHARLOTTESVILLE, VA 22902
- Signed the 990
- BRIAN CULLATY, CHAIR
- Phone
- (434) 220-7301
- Return prepared by
- HANTZMON WIEBEL LLP
Mission
TO RECEIVE CONTRIBUTIONS TO BE HELD AND INVESTED BY THE COVENANT ENDOWMENT FUND TO BE USED FOR PROGRAMS AT THE COVENANT SCHOOL, INC.
Program accomplishments
- FUNDING ASSISTANCE PROVIDED TO THE COVENANT SCHOOL, INC TO SUPPORT THE SCHOOL'S FINANCIAL AID PROGRAM. THE FINANCIAL AID PROGRAM PROVIDES SUPPORT FOR NEED BASED FAMILIES OF THE SCHOOL. THE COVENANT SCHOOL, INC. IS AN INDEPENDENT CHRISTAIN SCHOOL PROVIDING EDUCATIONAL SERVICES TO APPROXIMATELY 760 STUDENTS FROM PRE-KINDERGARTEN THROUGH 12TH GRADE.Expenses $32,863 · grants $32,863
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 86-1126662
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2006
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B112)
- Assets (IRS master file)
- $682,253
- Income (IRS master file)
- $174,746
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $74,365 | $33,175 | $682,253 | XML |
| 990 | June 2024 | $51,385 | $30,458 | $613,468 | XML |
| 990 | June 2023 | $29,445 | $27,315 | $556,783 | XML |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 86-1126662).
Questions about COVENANT ENDOWMENT FUND
- What is the EIN of COVENANT ENDOWMENT FUND?
- The employer identification number (EIN) of COVENANT ENDOWMENT FUND is 86-1126662.
- Is COVENANT ENDOWMENT FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to COVENANT ENDOWMENT FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does COVENANT ENDOWMENT FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of COVENANT ENDOWMENT FUND due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did COVENANT ENDOWMENT FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of COVENANT ENDOWMENT FUND?
- The 990 for the year ended June 30, 2025 names BRIAN CULLATY.
- Who are the officers and directors of COVENANT ENDOWMENT FUND?
- The 990 for the year ended June 30, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does COVENANT ENDOWMENT FUND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $74,365, expenses of $33,175 and total assets of $682,253 at year end.
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