Everly Scholarship Fund Inc
Everly Scholarship Fund Inc is a private foundation, based in MOORESTOWN, NJ. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.7M in total assets. In 2025, it awarded 7 grants totaling $111K. Net investment income was $79K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$2.7M
-0.6% YoY
Annual Giving
$111K
+2.3% YoY
Grant Count
7
-22.2% YoY
Avg Grant Size
$16K
+31.5% YoY
Under IRS private-foundation payout rules, Everly Scholarship Fund Inc reported a distributable amount of $150K for 2025 — the minimum it must pay out in qualifying distributions.
About Everly Scholarship Fund Inc
Based on IRS filings
Everly Scholarship Fund Inc is a private foundation, based in MOORESTOWN, NJ. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.7M in total assets. In 2025, it awarded 7 grants totaling $111K. Net investment income was $79K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $2,698,091 | $2,715,273 | $2,739,775 |
| Revenue | $133,031 | $119,879 | $69,456 |
| Expenses | $149,358 | $144,381 | $145,509 |
| Qualifying Distributions | $111,250 | $108,750 | $145,438 |
| Net Investment Income | $79,341 | $67,309 | $48,368 |
| Distributable Amount | $149,536 | $147,407 | $137,379 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2025
Grant Size Distribution
39 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Camden Scholars Programs ($100,000), Hailey M Dilks ($2,500), Keegan R Dilks ($2,500).
| Recipient | Purpose | Amount |
|---|---|---|
| KATHLEEN LINDA GSELL MEDFORD, NJ | TO FULFIL EXEMPT PURPOSE | $1,250 |
| DYLAN GSELL MEDFORD, NJ | TO FULFIL EXEMPT PURPOSE | $1,250 |
| CAMDEN SCHOLARS PROGRAMS CHERRY HILL, NJ | TO FULFIL EXEMPT PURPOSE | $100,000 |
| HAILEY M DILKS MEDFORD LAKES, NJ | TO FULFIL EXEMPT PURPOSE | $2,500 |
| KEEGAN R DILKS MEDFORD LAKES, NJ | TO FULFIL EXEMPT PURPOSE | $2,500 |
| THOMAS FINNEGAN WASHINGTON, NJ | TO FULFIL EXEMPT PURPOSE | $1,250 |
| HANORA FINNEGAN WASHINGTON, NJ | TO FULFIL EXEMPT PURPOSE | $2,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JOHN R LOLIO JR | PRESIDENT | — | — |
| TRACY L KOZLOWSKI | V.P | — | — |
| PATRICIA LOLIO | SEC | — | — |
Frequently Asked Questions
How large is Everly Scholarship Fund Inc?
As of 2025, Everly Scholarship Fund Inc holds $2.7M in total assets with $133K in annual revenue. It awarded 7 grants totaling $111K in 2025.
Where does Everly Scholarship Fund Inc operate?
Everly Scholarship Fund Inc has awarded grants in Delaware, New Jersey, Pennsylvania, South Carolina.
What size grants does Everly Scholarship Fund Inc award?
In 2025, Everly Scholarship Fund Inc awarded 7 grants totaling $111K — an average of about $16K per grant, based on its IRS Form 990 filings.
How much is Everly Scholarship Fund Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Everly Scholarship Fund Inc reported a distributable amount of $150K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Everly Scholarship Fund Inc's EIN?
Everly Scholarship Fund Inc's EIN (Employer Identification Number) is 22-3161410. IRS Form 990 filing data is available on this page for 2020–2025.
Explore Open Grants
Browse active grant opportunities in Everly Scholarship Fund Inc's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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