Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
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Total |
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Calendar year
(or fiscal year beginning in)
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(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | ||||||
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf .... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | ||||||
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) .. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | ||||||
Calendar year
(or fiscal year beginning in)
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(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | ||||||
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | ||||||
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | ||||||
Calendar year (or fiscal
year beginning in) ![]() |
(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year
(or fiscal year beginning in)
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(a) 2019 | (b) 2020 | (c) 2021 | (d) 2022 | (e) 2023 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by 0.035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2023 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2023 |
(iii) Distributable Amount for 2023 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2023 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI).
See instructions. |
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| 3 Excess distributions carryover, if any, to 2023: | ||||
| a From 2018....... | ||||
| b From 2019....... | ||||
| c From 2020....... | ||||
| d From 2021....... | ||||
| e From 2022....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2023 distributable amount | ||||
|
i
Carryover from 2018 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2023 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2023 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2023, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2023. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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7 Excess distributions carryover to 2024. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2019..... | ||||
| b Excess from 2020..... | ||||
| c Excess from 2021..... | ||||
| d Excess from 2022..... | ||||
| e Excess from 2023..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
| Return Reference | Explanation |
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| SCHEDULE E, PART I, LINE 3 | EDGEWOOD COLLEGE'S NONDISCRIMINATORY POLICY IS PUBLISHED IN THE COLLEGE CATALOGUE, APPLICATION MATERIALS, AND OWN WEBSITE. |
| SCHEDULE E, PART I, LINE 6 | PELL FUNDS, SEOG FUNDS, AND WORK STUDY FUNDS ARE FROM THE U.S. GOVERNMENT. |
| Software ID: | |
| Software Version: |
| Return Reference | Explanation |
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| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERS OF THE COLLEGE FALL INTO TWO CATEGORIES, CLASS A MEMBERS OF THE COLLEGE (HEREINAFTER REFERRED TO AS "MEMBERS") AND CLASS B MEMBERS OF THE COLLEGE (HEREINAFTER REFERRED TO AS "THE SPONSORS COUNCIL"), I.E., A COUNCIL OF PERSONS DELEGATED BY THE CLASS A MEMBERS TO OVERSEE SPECIFIC RESERVE POWERS. NOTWITHSTANDING THE PREVIOUS SENTENCE, THE FOLLOWING POWERS AND RESPONSIBILITIES ARE RESERVED EXCLUSIVELY TO THE MEMBERS, CAN BE DELEGATED TO THE SPONSORS COUNCIL, AND NO ATTEMPTED EXERCISE OF ANY SUCH POWER OR RESPONSIBILITIES BY ANYONE OTHER THAN THE MEMBERS AND SPONSORS COUNCIL SHALL BE VALID OR HAVE ANY FORCE OR EFFECT WHATSOEVER. THE MEMBERS OF EDGEWOOD COLLEGE SHALL INITIALLY BE THE PRIORESS, COUNCILORS, AND THE TREASURER OF THE SINSINAWA DOMINICAN CONGREGATION. THEREAFTER, THE MEMBERS MAY APPOINT, IN THEIR SOLE DISCRETION, DIFFERENT MEMBERS. (A) WHEN THE MEMBERS, IN THEIR SOLE DISCRETION, DECIDE TO INCREASE THE NUMBER OF MEMBERS, OR (B) WHEN VACANCIES OCCUR BY DEATH, RESIGNATION, FAILURE OF QUALIFICATION, OR OTHERWISE. AT ALL TIMES, MEMBERS SHALL BE COMPRISED OF A MAJORITY OF PERSONS WHO ARE SISTERS OF THE SINSINAWA DOMINICAN CONGREGATION. (A) NUMBER AND TERM OF OFFICE OF MEMBERS. THE MEMBERS WILL CONSIST OF NO FEWER THAN THREE (3), AND NO MORE THAN SEVEN (7) PERSONS. EACH MEMBER SHALL SERVE A TERM OF THAT NUMBER OF YEARS DETERMINED BY THE MEMBERS AS THE LENGTH OF TERM FOR MEMBERS. WHEN VACANCIES AMONG THE MEMBERS OCCUR BY REASON OF DEATH, RESIGNATION, FAILURE OF QUALIFICATION, OR OTHERWISE, THE NUMBER SHALL BE REDUCED BY SUCH VACANCIES UNTIL QUALIFIED REPLACEMENTS ARE SELECTED BY THE REMAINING MEMBERS FOR UNEXPIRED TERMS, BUT IN NO EVENT WILL THE NUMBER OF MEMBERS BE FEWER THAN THREE (3). ANY MEMBER MAY RESIGN BY FILING A RESIGNATION WITH THE ELECTED CHAIR (UNLESS THE ELECTED CHAIR IS THE PERSON RESIGNING, IN WHICH CASE THE RESIGNATION SHALL BE FILED WITH THE REMAINING MEMBERS). UNLESS OTHERWISE STATED IN A RESIGNATION, IT SHALL TAKE EFFECT WHEN RECEIVED BY THE PERSON OR PERSONS TO WHOM DELIVERED AS SPECIFIED ABOVE, WITHOUT ANY NEED FOR ITS ACCEPTANCE. (B) NUMBER AND TERM OF OFFICE OF SPONSORS COUNCIL. THE SPONSORS COUNCIL WILL CONSIST OF NO FEWER THAN FOUR (4), AND NO MORE THAN EIGHT (8) LAY OR VOWED RELIGIOUS PERSONS. A MEMBER OF THE SPONSORS COUNCIL WILL NORMALLY HAVE A TERM OF THREE YEARS, RENEWABLE TWICE. LAY PERSONS OR VOWED RELIGIOUS ARE APPOINTED TO THE SPONSORS COUNCIL BY THE MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7B | CLASS A MEMBERS ("MEMBERS"): - TO CHANGE OR APPROVE CHANGES, AS RECOMMENDED BY THE SPONSORS COUNCIL, TO THE MISSION OF THE COLLEGE AND TO ASSURE CONTINUING HARMONY BETWEEN THE MISSION OF THE SINSINAWA DOMINICANS AND THE MISSION OF THE COLLEGE. - TO ENSURE CATHOLIC IDENTITY AND DOMINICAN FORMATION FOR THE COLLEGE. - TO APPROVE ANY ACQUISITION, PURCHASE, SALE, MORTGAGE, LEASE, TRANSFER, OR ENCUMBRANCE OF THE REAL PROPERTY OWNED BY THE COLLEGE. - TO APPROVE DEBT IN EXCESS OF A PREDETERMINED AMOUNT SET BY THE MEMBERS. - TO AMEND, RESTATE OR MODIFY THE ARTICLES OF INCORPORATION AND BYLAWS OF THE COLLEGE. - TO APPROVE THE MERGER, CONSOLIDATION, LIQUIDATION, OR DISSOLUTION OF THE COLLEGE. (B) CLASS B MEMBERS ("SPONSORS COUNCIL"): - TO REQUIRE AN ASSESSMENT ON A REGULAR BASIS OF CATHOLIC AND DOMINICAN IDENTITY OF THE COLLEGE IN ORDER TO DETERMINE THE EFFECTIVENESS OF THE MISSION AND REPORT TO THE MEMBERS. - TO APPROVE THE ORGANIZATION OF ANY AFFILIATE OR SUBSIDIARY ORGANIZATION OF THE COLLEGE. - TO ENSURE THE EXISTENCE OF A BOARD OF TRUSTEES FOR THE COLLEGE (HEREINAFTER REFERRED TO AS THE "BOARD") AND TO COLLABORATE WITH THE BOARD IN ASSESSING THE BOARD'S EFFECTIVENESS. - TO APPROVE THE APPOINTMENT OF MEMBERS OF THE BOARD (HEREINAFTER REFERRED TO AS "TRUSTEES") FOR THE COLLEGE, THE APPROVAL OF WHICH SHALL NOT BE UNREASONABLY WITHHELD. - TO REQUIRE THE BOARD OF THE COLLEGE TO CONSIDER OR RECONSIDER, WITHIN NINETY (90) DAYS ANY ACTION OR ITEM THAT THE MEMBERS AND/OR SPONSORS COUNCIL HAVE DETERMINED TO BE SIGNIFICANT TO THE DOMINICAN OR CATHOLIC CHARACTER OF THE COLLEGE, AND, IF NECESSARY, REMOVE A TRUSTEE OR TRUSTEES WHOSE ACTIONS ARE IN VIOLATION OF THE SOLE PURPOSE OF THE COLLEGE. - TO RECOMMEND TO THE MEMBERS, THE AMENDMENT OR MODIFICATION OF THE ARTICLES OF INCORPORATION AND BYLAWS OF THE COLLEGE, INDEPENDENTLY OR AS PROPOSED BY THE BOARD OF THE COLLEGE. - TO RECOMMEND TO THE MEMBERS, DEBT IN EXCESS OF A SPECIFIC AMOUNT SET BY THE MEMBERS AND AS RECOMMENDED BY THE BOARD OF TRUSTEES. - TO RECOMMEND TO THE MEMBERS, ANY ACQUISITION, PURCHASE, SALE, MORTGAGE, LEASE, TRANSFER, OR ENCUMBRANCE OF THE REAL PROPERTY OWNED BY THE COLLEGE AS RECOMMENDED BY THE BOARD OF TRUSTEES. - TO RECOMMEND TO THE MEMBERS, THE MERGER, CONSOLIDATION, LIQUIDATION, OR DISSOLUTION OF THE COLLEGE AS RECOMMENDED BY THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE PUBLIC DISCLOSURE COPY FORM 990 WAS REVIEWED AND APPROVED BY THE FINANCE & AUDIT COMMITTEE PRIOR TO ITS FILING WITH THE IRS. BOARD TRUSTEE MEMBERS WILL BE GIVEN A LINK FOR WHICH TO ACCESS THE FORM 990 TAX RETURN PRIOR TO IT BEING FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | EDGEWOOD COLLEGE HAS A WRITTEN CONFLICT OF INTEREST POLICY THAT COVERS TRUSTEES, OFFICERS AND KEY EMPLOYEES. THE DISCLOSURE STATEMENT IS COMPLETED AND SIGNED ANNUALLY BY TRUSTEES, OFFICERS, AND KEY EMPLOYEES. THE POLICY REQUIRES EACH MEMBER OF THE BOARD OF TRUSTEES, OFFICERS, AND KEY EMPLOYEES TO: 1. REVIEW POLICY, 2. DISCLOSE ANY PERSONAL, FAMILY OR BUSINESS RELATIONSHIPS THAT COULD REASONABLY GIVE RISE TO CONFLICT WITHIN THE COLLEGE, AND 3. COMPLETE AND SIGN DISCLOSURE STATEMENT. THE BUSINESS OFFICE PERSONNEL PERFORM A REVIEW OF DISCLOSURE STATEMENTS AND VERIFY THAT THEY ARE RETURNED BY ALL INTERESTED PARTIES. BUSINESS OFFICE PERSONNEL WILL REPORT TO FINANCE & AUDIT COMMITTEE THE SUMMARY OF DISCLOSURES AND NON-RESPONSES. IF A CONFLICT IS DEEMED TO EXIST, SUCH PERSON SHALL NOT VOTE NOR PARTICIPATE IN THE DISCUSSION OR DELIBERATIONS WITH RESPECT TO SUCH CONTRACT OR TRANSACTION. THE MINUTES OF THE MEETING SHALL REFLECT THE DISCLOSURE MADE AND THE ABSTENTION FROM VOTING AND PARTICIPATION. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION FOR THE PRESIDENT AND OFFICERS IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. DOCUMENTATION OF SUCH APPROVAL IS INCLUDED IN THE MINUTES OF THE EXECUTIVE COMMITTEE. COMPARISONS ARE MADE ANNUALLY TO COMPENSATION AND BENEFITS FOR COMPARABLE POSITIONS AT ORGANIZATIONS INDEPENDENT OF EDGEWOOD. |
| FORM 990, PART VI, SECTION C, LINE 19 | EDGEWOOD COLLEGE MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN BENEFICIAL INTEREST IN PRIVATE FOUNDATION 1,562,417. SWAP MV CHANGE -158,950. EQUITY IN CNE INCOME 1,315. |
| Software ID: | |
| Software Version: |