Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
SERVICE CREDIT UNION IMPACT FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)3003 LAFAYETTE ROAD
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PORTSMOUTH, NH03801
A Employer identification number

84-3223773
B Telephone number (see instructions)

(603) 422-7822
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$500,318
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 922,465
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...      
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 506,680 0  
12 Total. Add lines 1 through 11........ 1,429,145 0  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 339,574 0   339,568
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 339,574 0   339,568
25 Contributions, gifts, grants paid....... 820,299 820,299
26 Total expenses and disbursements. Add lines 24 and 25 1,159,873 0   1,159,867
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 269,272
b Net investment income (if negative, enter -0-) 0
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 231,046 500,318 500,318
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 231,046 500,318 500,318
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 231,046 500,318
29 Total net assets or fund balances (see instructions)..... 231,046 500,318
30 Total liabilities and net assets/fund balances (see instructions). 231,046 500,318
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
231,046
2
Enter amount from Part I, line 27a .....................
2
269,272
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
500,318
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
500,318
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1a
b
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2  
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 0
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 0
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 0
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 0
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNH
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowHTTPS://SERVICECUIMPACTFOUNDATION.ORG
14
The books are in care ofright arrowSERVICE CREDIT UNION ACCOUNTING DEP Telephone no.right arrow (603) 559-2917

Located atright arrow3003 LAFAYETTE RDPORTSMOUTHNH ZIP+4right arrow03801
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
Yes
 
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
DAVID ARAUJO PRESIDENT
1.00
0 0 0
3003 LAFAYETTE ROAD
PORTSMOUTH,NH03801
TYLER PHIL TREASURER
1.00
0 0 0
3003 LAFAYETTE ROAD
PORTSMOUTH,NH03801
TYLER KUHN VICE PRESIDENT/SECRETARY
1.00
0 0 0
3003 LAFAYETTE ROAD
PORTSMOUTH,NH03801
MICHAEL DVORAK BOARD MEMBER
1.00
0 0 0
3003 LAFAYETTE ROAD
PORTSMOUTH,NH03801
MAY HATEM BOARD MEMBER
1.00
0 0 0
3003 LAFAYETTE ROAD
PORTSMOUTH,NH03801
SARAH KUHL FOUNDATION SPECIALIST
1.00
0 0 0
3003 LAFAYETTE ROAD
PORTSMOUTH,NH03801
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position
(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation
(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 SUPPORT THE ROBERT IRVINE FOUNDATION IN THEIR CHARITABLE WORK IN SUPPORT OF CURRENT AND RETIRED MILITARY MEMBERS AND THEIR FAMILIES. 460,766
2 SPRING GALA FUNDRAISER TO SUPPORT TEN COMMUNITY ACTION PARTNERSHIP AGENCIES IN NH, SPECIFICALLY THEIR AFFORDABLE HOUSING & HOMELESSNESS PROGRAMS & SERVICES. 254,918
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
0
b
Average of monthly cash balances.......................
1b
497,236
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
497,236
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
497,236
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
7,459
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
489,777
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
24,489
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
24,489
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
 
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
0
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
24,489
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
24,489
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
24,489
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
1,159,867
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,159,867
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2022
(c)
2022
(d)
2023
1 Distributable amount for 2023 from Part X, line 7 24,489
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019...... 3,806
c From 2020...... 260,080
d From 2021...... 418,920
e From 2022...... 598,938
f Total of lines 3a through e ........ 1,281,744
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,159,867
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions).....
0
c Treated as distributions out of corpus (Election
required—see instructions)........
0
d Applied to 2023 distributable amount..... 24,489
e Remaining amount distributed out of corpus 1,135,378
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 2,417,122
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed......
0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 ..........
0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ......
2,417,122
10 Analysis of line 9:
a Excess from 2019.... 3,806
b Excess from 2020.... 260,080
c Excess from 2021.... 418,920
d Excess from 2022.... 598,938
e Excess from 2023.... 1,135,378
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed .....
         
d Amounts included in line 2c not used directly
for active conduct of exempt activities ..........
         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c ....
         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
         
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed ..
         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) ....
         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)....
         
(3) Largest amount of support
from an exempt organization
         
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
SERVICE CREDIT UNION IMPACT FOUNDAT
3003 LAFAYETTE ROAD
PORTSMOUTH,NH03801
(603) 422-7822
INFO@SERVICECUIMPACTFOUNDATION.ORG
bThe form in which applications should be submitted and information and materials they should include:
SEE APPLICATION ON THE FOUNDATION WEBSITE FOR DETAILS
cAny submission deadlines:
SEE APPLICATION ON THE FOUNDATION WEBSITE FOR DETAILS
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
THE FOUNDATION'S SCHOLARSHIP IS INTENDED TO ASSIST STUDENTS ACROSS THE STATE OF NEW HAMPSHIRE IN FUNDING THEIR HIGHER EDUCATION NEEDS AND AWARD DESERVING STUDENTS TO ATTAIN THEIR EDUCATIONAL GOALS, MEET THEIR PROFESSIONAL OBJECTIVES AND ACHIEVE THEIR FULLEST ABILITY. ELIGIBLE APPLICANTS - HIGH SCHOOL SENIORS. - STUDENTS CURRENTLY ENROLLED IN A 2-YEAR PROGRAM. - FUTURE STUDENTS NOT CURRENTLY ATTENDING SCHOOL BUT HAVE BEEN ACCEPTED TO A 2-YEAR PROGRAM. - THE STUDENT APPLYING MUST BE A MEMBER IN GOOD STANDING OF SERVICE CREDIT UNION FOR ONE YEAR OR LONGER. AWARD RESTRICTIONS - NON-RENEWABLE SCHOLARSHIP. - APPLICANT MUST BE PURSUING A 2 OR 4 YEAR COLLEGE DEGREE. - FULL-TIME ATTENDANCE TO COLLEGE IS PREFERRED. PART-TIME ATTENDANCE MUST BE JUSTIFIED.
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
aPaid during the year

HOMELAND HEROES FOUNDATION

10 DELEWARE DR 1
SALEM,NH03079
NOT RELATED PC EXEMPT PURPOSE 5,000

UNIVERSITY OF CALIFORNIA SANTA BARBARA AUDREY PERRON

2103 SAASB
SANTA BARBARA,CA931063180
NOT RELATED INDIVIDUAL SCHOLARSHIP 2,500

THE UNIVERSITY OF VERMONT AVERY MOSENTHAL

223 WATERMAN BUILDING 85 SO
PROSPECT ST
BURLINGTON,VT05405
NOT RELATED INDIVIDUAL SCHOLARSHIP 2,500

UNIVERSITY OF NEW HAMPSHIRE TYLER OLKKOLA

STOKE HALL 11 GARRISON AVE
DURHAM,NH03824
NOT RELATED INDIVIDUAL SCHOLARSHIP 2,500

CAPELLA UNIVERSITY LAUREN THOMPSON

62762 COLLECTIONS CENTER DRIVE
CHICAGO,IL60693
NOT RELATED INDIVIDUAL SCHOLARSHIP 2,500

UNIVERSITY OF NEW ENGLAND SAMUEL ESSIG

716 STEVENS AVE
PORTLAND,ME04103
NOT RELATED INDIVIDUAL SCHOLARSHIP 2,500

UNIVERSITY OF RICHMOND ANNIE KELLEY

QUEALLY CENTER SUITE 214 142 UR
DRIVE UNIVERSITY OF RICHMOND
RICHMOND,VA23173
NOT RELATED INDIVIDUAL SCHOLARSHIP 2,500

THE UNIVERSITY OF TEXAS AT EL PASO STEPHANIE MARES

OFFICE OF STUDENT FINANCIAL AID
OSFA MIKE LOYA ACADEMIC SERVICE BLD
EL PASO,TX79968
NOT RELATED INDIVIDUAL SCHOLARSHIP 1,000

RENSSELAER POLYTECHNIC INSTITUTE ISABELLA VENEZIA

RENSSELAER POLYTECHNIC INSTITUTE
ACADEMY HALL 110 8TH ST
TROY,NY12180
NOT RELATED INDIVIDUAL SCHOLARSHIP 10,000

UNIVERSITY OF DELAWARE SIENA NORCROSS

CASHIERS OFFICE 30 LOVETT AVENUE
NEWARK,DE19716
NOT RELATED INDIVIDUAL SCHOLARSHIP 2,500

THE UNIVERSITY OF VERMONT JACQUELINE GIROUX

223 WATERMAN BUILDING 85 S PROSPECT
ST
BURLINGTON,VT05405
NOT RELATED INDIVIDUAL SCHOLARSHIP 2,500

LIBERTY UNIVERSITY FRANCES SUMAYOP

1971 UNIVERSITY BLVD FINANCIAL AID
MSC BOX 710282
LYNCHBURG,VA24515
NOT RELATED INDIVIDUAL SCHOLARSHIP 5,000

COLLEGE UNBOUND JONATHAN L SULLIVAN

DAVID NERUDA 115 CEDAR STREET
PROVIDENCE,RI02903
NOT RELATED INDIVIDUAL SCHOLARSHIP 2,500

NORTHEASTERN UNIVERSITY JESSICA JANINDA

NORTHEASTERN UNIVERSITY 360
HUNTINGTON AVENUE
BOSTON,MA02115
NOT RELATED INDIVIDUAL SCHOLARSHIP 5,000

UNIVERSITY OF VERMONT MIA BROWN

STUDENT FINANCIAL SERVICES 223
WATERMAN BUILDING 85 S PROSPECT ST
BURLINGTON,VT05405
NOT RELATED INDIVIDUAL SCHOLARSHIP 2,500

UNIVERSITY OF CALIFORNIA BERKELEY KATRINA CHAO

FINANCIAL AID AND SCHOLARSHIPS
OFFICE UC BERKELEY 201 SPROUL HALL
BERKELEY,CA947201960
NOT RELATED INDIVIDUAL SCHOLARSHIP 2,500

CHAMBERLAIN UNIVERSITY ASHLEY BRIAND

ATTN FINANCIAL AID 1221 NORTH SWIFT
ROAD
ADDISON,IL60101
NOT RELATED INDIVIDUAL SCHOLARSHIP 1,000

UNIVERSITY OF MARYLAND GLOBAL CAMPUS SOREN RUPPELIUS

UMGC EUROPE HEADQUARTERS HERTELSBRU
NENRING 10 67657
KAISERSLAUTERN    
GM
NOT RELATED INDIVIDUAL SCHOLARSHIP 1,000

UNIVERSITY OF RHODE ISLAND CHRISTINE PINGOL

UNIVERSITY OF RHODE ISLAND 6 RHODY
RAM WAY
KINGSTON,RI02881
NOT RELATED INDIVIDUAL SCHOLARSHIP 2,500

UNIVERSITY OF MINNESOTA DENIS VRSEVCI

UNIVERSITY OF MINNESOTA TWIN CITIES
333 ROBERT H BRUININKS HALL 222 PLE
MINNEAPOLIS,MN554550239
NOT RELATED INDIVIDUAL SCHOLARSHIP 2,500

SAINT MARY'S COLLEGE ANNA VERNETTI

OFFICE OF FINANCIAL AID 141 LE MANS
HALL
NOTRE DAME,IN46556
NOT RELATED INDIVIDUAL SCHOLARSHIP 2,500

RIVIER UNIVERSITY RYAN MERCIER

RIVIER UNIVERSITY OFFICE OF
FINANCIAL AID ADRIENNE HALL 420 S M
NASHUA,NH03060
NOT RELATED INDIVIDUAL SCHOLARSHIP 5,000

UNIVERSITY OF NEW HAMPSHIRE AIMEE BOUSQUET

UNH FINANCIAL AID OFFICE - DURHAM
11 GARRISON AVE STOKE HALL
DURHAM,NH03824
NOT RELATED INDIVIDUAL SCHOLARSHIP 10,000

SMITH COLLEGE AURELIA LINDKVIST DUSHANE

SMITH COLLEGE STUDENT FINANCIAL
SERVICES COLLEGE HALL 106 10 ELM ST
NORTHAMPTON,MA01063
NOT RELATED INDIVIDUAL SCHOLARSHIP 5,000

UNIVERSITY OF CENTRAL FLORIDA KATE BENTON

UCF OFFICE OF STUDENT FINANCIAL
ASSISTANCE 4365 ANDROMEDA LOOP N 10
ORLANDO,FL32816
NOT RELATED INDIVIDUAL SCHOLARSHIP 2,500

UNIVERSITY OF MARYLAND GLOBAL CAMPUS AIMEE BECK

OFFICE OF STUDENT ACCOUNTS
CASHIERING 3501 UNIVERSITY BLVD EAS
ADELPHI,MD20783
NOT RELATED INDIVIDUAL SCHOLARSHIP 5,000

NORTHERN ILLINOIS UNIVERSITY ANDRZEJ KMIECIK

NORTHERN ILLINOIS UNIVERSITY
FINANCIAL AID OFFICE SWEN PARSON HA
DEKALB,IL60115
NOT RELATED INDIVIDUAL SCHOLARSHIP 1,000

AMERICAN PUBLIC UNIVERSITY YVONNE ZDANOWSKI

FINANCE BLDG 393 111 W CONGRESS
STREET
CHARLES TOWN,WV25414
NOT RELATED INDIVIDUAL SCHOLARSHIP 2,500

WESTERN GOVERNORS UNIVERSITY INDIRA ROYALS

DEPARTMENT 227 PO BOX 30015
SALT LAKE CITY,UT84130
NOT RELATED INDIVIDUAL SCHOLARSHIP 1,000

REGIS COLLEGE CORINNE KELLY

STUDENT ACCOUNTS 235 WELLESLEY ST
WESTON,MA02493
NOT RELATED INDIVIDUAL SCHOLARSHIP 2,500

UNIVERSITY OF EDINBURGH ALEXANDER DANIELS

SCHOLARSHIPS AND STUDENT FUNDING
OLD COLLEGE
EDINBURGH   EH8 9YL
UK
NOT RELATED INDIVIDUAL SCHOLARSHIP 5,000

UNIVERSITY OF VERMONT OLIVIA BRITTON

STUDENT FINANCIAL SERVICES 223
WATERMAN BUILDING 85 S PROSPECT ST
BURLINGTON,VT05405
NOT RELATED INDIVIDUAL SCHOLARSHIP 2,500

ROBERT IRVINE FOUNDATION

1227 NORTH FRANKLIN ST
TAMPA,FL33602
NOT RELATED INDIVIDUAL EXEMPT PURPOSE 460,381

NEW GENERATION

PO BOX 676
GREENLAND,NH03840
NOT RELATED INDIVIDUAL EXEMPT PURPOSE 19,454

CROSS ROADS HOUSE

600 LAFAYETTE RD
PORTSMOUTH,NH03801
NOT RELATED INDIVIDUAL EXEMPT PURPOSE 28,000

FAMILIES IN TRANSITION

122 MARKET ST
MANCHESTER,NH03101
NOT RELATED INDIVIDUAL EXEMPT PURPOSE 45,000

THE SALVATION ARMY

177 UNION AVENUE
LACONIA,NH03246
NOT RELATED INDIVIDUAL EXEMPT PURPOSE 37,500

CLAREMONT LEARNING PARTNERSHIP

169 MAIN STREET
CLAREMONT,NH03743
NOT RELATED INDIVIDUAL EXEMPT PURPOSE 35,500

MY FRIEND'S PLACE

368 WASHINGTON ST
DOVER,NH03820
NOT RELATED INDIVIDUAL EXEMPT PURPOSE 21,764

SEACOAST FAMILY PROMISE

27 HAMPTON RD
EXETER,NH03833
NOT RELATED INDIVIDUAL EXEMPT PURPOSE 25,000

HARBOR HOMES INC

77 NORTHEASTERN BLVD
NASHUA,NH03062
NOT RELATED INDIVIDUAL EXEMPT PURPOSE 20,000

LYDIA'S HOUSE OF HOPE

21 GRAND ST
SOMERSWORTH,NH03878
NOT RELATED INDIVIDUAL EXEMPT PURPOSE 12,000

WAYPOINT NH

464 CHESTNUT ST
MANCHUSTER,NH03101
NOT RELATED INDIVIDUAL EXEMPT PURPOSE 10,700
Total .................................right arrow 3a 820,299
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
         
4 Dividends and interest from securities ....          
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............
         
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFUNDRAISING EVENTS
        506,680
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 0 506,680
13Total. Add line 12, columns (b), (d), and (e)..................
13
506,680
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow
Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
11A FUNDRAISING EVENTS
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow
PTIN
Firm's name SmallBullet
Firm's EIN SmallBullet
Firm's address SmallBullet


Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
SERVICE CREDIT UNION IMPACT FOUNDATION
 
Employer identification number

84-3223773
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
SERVICE CREDIT UNION IMPACT FOUNDATION
 
Employer identification number
84-3223773
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
1
AFFN
 
11601 ROOSEVELT BLVD TA-94
 
SAINT PETERSBURG, FL33716

$ 25,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
2
ALLIED SOLUTIONS LLC
 
PO BOX 262625
 
PLANO, TX75026

$ 50,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
3
CALLAHAN & ASSOCIATES INC
 
1001 CONNECTICUT AVE NW SUITE 1001
 
WASHINGTON, DC20036

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
4
COOPERATIVE CREDIT UNION ASSOC (ON BEHALF OF MEMBERCLOSE)
 
845 DONALD LYNCH BLVD
 
MARLBOROUGH, MA01752

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
5
CU STUDENT CHOICE
 
1001 CONNECTICUT AVE NW STE 1001
 
WASHINGTON, DC20036

$ 7,500


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
6
DANIEL & RENEE PLUMMER (TWO INTERNATIONAL)
 
1 HARBOUR PLACE SUITE 5B
 
PORTSMOUTH, NH03801

$ 5,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
SERVICE CREDIT UNION IMPACT FOUNDATION
 
Employer identification number
84-3223773
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
7
DIGITAL FEDERAL CREDIT UNION
 
PO BOX 9130
 
MARLBOROUGH, MA01752

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
8
EASTER SEALS NEW HAMPSHIRE
 
555 AUBURN ST
 
MANCHESTER, NH03103

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
9
EXACT FINANCE LLC (PROJECT FINANCE)
 
6 TRIMBLE TRAIL
 
KENSINGTON, NH03833

$ 6,500


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
10
EXPERIAN
 
475 ANTON BLVD
 
COSTA MESA, CA92626

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
11
FIFTH GENERATION INC (DBA LOVE TITO'S)
 
1406 SMITH ROAD BLDG C
 
AUSTIN, TX78721

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
12
FRED C CHURCH
 
41 WELLMAN ST
 
LOWELL, MA01851

$ 10,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
SERVICE CREDIT UNION IMPACT FOUNDATION
 
Employer identification number
84-3223773
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
13
HANSCOM FEDERAL CREDIT UNION
 
25 PORTER RD SUITE 100
 
LITTLETON, MA01460

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
14
INTACT TECHNOLOGY
 
12700 SUNRISE VALLEY DRIVE SUITE 41
 
RESTON, VA20191

$ 5,250


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
15
JOHN LEWIS (ON BEHALF OF FISERV)
 
3809 GREGORY LN
 
ERLANGER, KY41018

$ 8,500


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
16
KATHERINE DESY (BLACK KITE TECH)
 
8609 WESTWOOD CENTER DR STE 110
 
VIENNA, VA22182

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
17
KATHY MAXWELL (WEI)
 
43 NORTHWESTERN DRIVE
 
SALEM, NH03079

$ 6,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
18
LANGLEY CREDIT UNION
 
PO BOX 120128
 
NEWPORT NEWS, VA236120128

$ 5,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
SERVICE CREDIT UNION IMPACT FOUNDATION
 
Employer identification number
84-3223773
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
19
MERRIMACK VALLEY CREDIT UNION
 
500 MERRIMACK
 
ST LAWRENCE, MA01843

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
20
NCR
 
864 SPRING ST NW
 
ATLANTA, GA30308

$ 15,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
21
PINNACLE TECHNOLOGY PARTNERS INC
 
83 MORSE ST STE 8
 
NORWOOD, MA02062

$ 6,500


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
22
RYAN SHERWIN (ALM FIRST)
 
5 SUNNYWOOD DRIVE
 
WESTFIELD, NJ07090

$ 19,420


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
23
SIG SAUER INC
 
72 PEASE BLVD
 
NEWINGTON, NH03801

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
24
STRATEGIC RESOURCE MANAGEMENT
 
5100 POPLAR AVE STE 2500
 
MEMPHIS, TN38137

$ 50,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
SERVICE CREDIT UNION IMPACT FOUNDATION
 
Employer identification number
84-3223773
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
25
TRUSTAGE (CMFG LIFE INSURANCE CO)
 
PO BOX 391 5910 MINERAL POINT RD
 
MADISON, WI53701

$ 20,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
26
VERTIFI SOFTWARE LLC
 
35 CORPORATE DR SUITE 300
 
BURLINGTON, MA01803

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
27
VISA
 
1 MARKET PLAZA
 
SAN FRANCISCO, CA94105

$ 40,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
28
WE SHARE A COMMON THREAD FOUNDATION (JEANNE D'ARC CU)
 
1 TREMONT PLACE
 
LOWELL, MA07854

$ 6,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
29
DOLPHIN DEBIT ACCESS LLC
 
1340 RAYFORD PARK RD
 
SPRING, TX77386

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
30
SERVICE CREDIT UNION
 
3003 LAYAUETTE RD
 
PORTSMOUTH, NH03802

$ 212,412


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
SERVICE CREDIT UNION IMPACT FOUNDATION
 
Employer identification number

84-3223773
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
SERVICE CREDIT UNION IMPACT FOUNDATION
 
Employer identification number

84-3223773
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 OtherExpensesSchedule
Name:
SERVICE CREDIT UNION IMPACT FOUNDATION
EIN:
84-3223773
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EVENT EXPENSES 310,301 0   310,301
OFFICE SUPPLIES AND SOFTWARE 3,085 0   3,085
OTHER BUSINESS EXPENSES 21,047 0   21,041
ADVERTISING 5,141 0   5,141


TY 2023 OtherIncomeSchedule2
Name:
SERVICE CREDIT UNION IMPACT FOUNDATION
EIN:
84-3223773
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FUNDRAISING EVENTS 506,680   506,680