Everly Scholarship Fund Inc
Everly Scholarship Fund Inc is a private foundation, based in Moorestown, NJ. IRS filing data is available from 2018 through 2026. As of 2026, the organization holds $2.7M in total assets. In 2026, it awarded 5 grants totaling $110K. Net investment income was $127K.
Everly Scholarship Fund Inc at a glance
In short: Everly Scholarship Fund Inc gave $110K across 5 grants in 2026 (avg $22K), mostly in New Jersey. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $110,000
- -1.1% vs 2025
- Grants made (2026)
- 5
- -28.6% vs 2025
- Average grant
- $22,000
- +38.4% vs 2025
- Median grant
- $2,500
- Total assets
- $2,718,524
- +0.8% vs 2025
- Primary geography
- New Jersey (100% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated September 2026.
Who Everly Scholarship Fund Inc funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2026
The largest 2026 recipient was Camden Scholars Programs ($100K). Together the top 5 received $110K.
Grant Size Distribution
36 grants across all recorded years
The most common grant size was under $50K: 31 grants of 36 (86%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2026 grant dollars across all 5 itemized grants.
Cities
How Everly Scholarship Fund Inc gives
- Giving held roughly steady from 2023 to 2026 (+2%). Method
- In 2026 it paid out 71% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2018 to 2026, annual grant giving ranged from $88K (2020) to $111K (2025). In 2026 it made 5 grants totaling $110K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Camden Scholars Programs Cherry Hill, NJ | To Fulfil Exempt Purpose | $100,000 |
| Kathleen Linda Gsell Medford, NJ | To Fulfil Exempt Purpose | $2,500 |
| Hailey M Dilks Medford Lakes, NJ | To Fulfil Exempt Purpose | $2,500 |
| Kayla M Dilks Medford Lakes, NJ | To Fulfil Exempt Purpose | $2,500 |
| Hanora Finnegan Washington, NJ | To Fulfil Exempt Purpose | $2,500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $2,718,524 | $166,726 | $149,979 | $110,000 | 5 | $110,000 | $126,747 | $155,065 |
| 2025 | $2,698,091 | $133,031 | $149,358 | $111,250 | 7 | $111,250 | $79,341 | $149,536 |
| 2024 | $2,715,273 | $119,879 | $144,381 | $108,750 | 9 | $108,750 | $67,309 | $147,407 |
| 2023 | $2,739,775 | $69,456 | $145,509 | $107,500 | 8 | $145,438 | $48,368 | $137,379 |
| 2022 | $2,814,548 | $204,650 | $150,967 | $107,500 | 7 | $150,967 | $171,793 | $151,342 |
| 2021 | $2,760,942 | $104,586 | $169,216 | $90,000 | 8 | — | $75,252 | $142,609 |
| 2020 | $2,825,617 | $234,894 | $117,475 | $87,500 | 6 | — | $204,952 | $139,365 |
| 2019 | $2,627,557 | $429,572 | $137,035 | $101,250 | 14 | — | $393,787 | $131,255 |
| 2018 | $2,441,869 | $84,354 | $149,208 | $102,500 | 14 | — | $42,474 | $140,313 |
Under IRS private-foundation payout rules, Everly Scholarship Fund Inc reported a distributable amount of $155K for 2026 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Everly Scholarship Fund Inc is led by John R. Lolio Jr. Esq., President on every filing since 2018; none of the 3 officers listed in 2026 report compensation.
Officers on the 2026 filing
John R. Lolio Jr. Esq.
President
On filings since 2018
$10K (2018) → $0 (2026)
Patricia Lolio
Secretary
On filings since 2018
No compensation reported
Tracy L. Kozlowski
V.p
On filings since 2018
No compensation reported
Data from IRS Form 990 filings, 2018–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
No officer or director reported compensation in the available filings.
Frequently asked questions about Everly Scholarship Fund Inc
How much does Everly Scholarship Fund Inc give each year?
Everly Scholarship Fund Inc gave $110K across 5 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $111K across 7 grants.
What is Everly Scholarship Fund Inc's typical grant size?
Everly Scholarship Fund Inc's median grant in 2026 was $2,500, and its average grant was $22,000, across 5 grants on its 2026 IRS Form 990-PF.
Where does Everly Scholarship Fund Inc give grants?
Everly Scholarship Fund Inc gives mostly in New Jersey: 100% of the grant dollars itemized on its 2026 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Medford Lakes, NJ (2 grants).
Who are Everly Scholarship Fund Inc's largest grantees?
Everly Scholarship Fund Inc's largest 2026 grantees include Camden Scholars Programs ($100,000), Kathleen Linda Gsell ($2,500) and Hailey M Dilks ($2,500), according to its 2026 IRS Form 990-PF. Together they received 95% of its itemized 2026 grant dollars.
How large is Everly Scholarship Fund Inc?
Everly Scholarship Fund Inc reported $2.7M in total assets on its 2026 IRS Form 990-PF. It paid out $110K in qualifying distributions that year, against a required minimum of $155K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
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 2018–2026.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(4)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2018 (received by the IRS August 11, 2020)
- Added Form 990-PF for fiscal year 2019 (received by the IRS August 11, 2020)
- Added Form 990-PF for fiscal year 2026 (received by the IRS June 22, 2026)
- IRS filings on file for fiscal years 2020–2025
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