Francis S Viele Scholarship Trust

WEST SAYVILLE, NY EIN: 95-3285561

The Francis S Viele Scholarship Trust is an independent private foundation based in West Sayville, New York. Established in 1977 in California, the organization was granted tax-exempt status in March 1979. It operates as a 501(c)(3) charitable organization.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.3M

+3.3% YoY

Annual Giving

$108K

+24.9% YoY

Grant Count

35

-2.8% YoY

Avg Grant Size

$3K

+28.4% YoY

Under IRS private-foundation payout rules, Francis S Viele Scholarship Trust reported a distributable amount of $148K for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The trust provides scholarship awards exclusively to members of Sigma Phi Society, a collegiate fraternity organization.

Grantmaking

The organization maintains no liabilities and operates on a cash accounting basis.

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Geographic Focus

Where this funder awards grants

The trust is headquartered in West Sayville, New York (ZIP code 11796), located in Suffolk County on Long Island.

Grant Distribution by State

16states
+8 more states

Cities

AvonBarringtonBellmoreBerkeleyBerkelyBig Stone GapBoyceBurlingtonCedar RapidsChantillyChapel HillCharlottesvilleCharlottevilleChesapeakeChestnut HillConcordContoocookCranburyCumberland ForesideDarmouth

Financial History

Multi-year comparison from IRS filings

Metric Amount (FY 2024)
Total Assets $2,253,023
Total Giving $108,000
Revenue $51,500
Expenses $147,000
Total Liabilities $0

The organization's fiscal year ends in May.

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$83K$166K$249K$332K20202021202220232024
Metric202420232022
Total Assets$2,253,023$2,180,138$2,097,105
Revenue$51,455$246,918$302,114
Expenses$146,842$140,702$120,419
Qualifying Distributions$122,921$113,826$101,323
Net Investment Income$57,661$223,869$283,313
Distributable Amount$148,364$137,502$134,667

Giving Over Time

Total grant dollars and number of grants per year

$0$27K$54K$81K$108K24 grants202021 grants202117 grants202236 grants202335 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

RICHARD LALOSH$6KDANIEL ISKOLS$5KELI BLAUFUSS$5KEVAN TIERNEY$5KHENRY SOPPE$5KJONATHAN BORG$5KNATHANIEL KUHLMANN$5KNICHOLAS GAMOLIN$5KPETER FLO GRINDE-HOLLEVIK$5KSINDRE CARLSEN$5K

Grant Size Distribution

133 grants across all recorded years

133<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Richard Lalosh ($6,000), Daniel Iskols ($5,000), Eli Blaufuss ($5,000).

RecipientPurposeAmount
ABHINAV SINGH CHARLOTTESVILLE, VASCHOLARSHIP$2,500
ALEXANDER CHESTNUT FAIRFAX STATION, VASCHOLARSHIP$1,000
ALEXANDER MACRURK CHARLOTTESVILLE, VASCHOLARSHIP$2,500
ANDREW CAREY CRANBURY, CTSCHOLARSHIP$2,500
ANDREW MURPHY NORTH CHESTERFIELD, VASCHOLARSHIP$2,500
CARTER NORTON MADISON, WISCHOLARSHIP$2,500
COLE CESTARO CHARLOTTESVILLE, VASCHOLARSHIP$2,500
DANIEL ISKOLS BELLMORE, NYSCHOLARSHIP$5,000
DANIEL OBERMAN CHARLOTTESVILLE, VASCHOLARSHIP$1,000
ELI BLAUFUSS CHARLOTTESVILLE, VASCHOLARSHIP$5,000

Leadership & Key People

Leadership team and compensation from IRS filings

Brendan McCurdy serves as the contact person for the organization, located at 108 Atlantic Avenue, West Sayville, NY 11796.

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
JAMES COLETRUSTEE
BRENDAN MCCURDYTRUSTEE

Contact Information

Telephone: 631-806-0429

EIN: 95-3285561

Frequently Asked Questions

What does Francis S Viele Scholarship Trust fund?

The trust provides scholarship awards exclusively to members of Sigma Phi Society, a collegiate fraternity organization.

How do I apply for a grant from Francis S Viele Scholarship Trust?

**Grant Activity:** • Total giving in fiscal year 2024: $108,000 • Total assets as of 2024: $2,253,023 • Revenue in 2024: $51,500 • Expenses in 2024: $147,000 The organization maintains no liabilities and operates on a cash accounting basis.

Where does Francis S Viele Scholarship Trust make grants?

The trust is headquartered in West Sayville, New York (ZIP code 11796), located in Suffolk County on Long Island.

What size grants does Francis S Viele Scholarship Trust award?

In 2024, Francis S Viele Scholarship Trust awarded 35 grants totaling $108K — an average of about $3K per grant, based on its IRS Form 990 filings.

How much is Francis S Viele Scholarship Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Francis S Viele Scholarship Trust reported a distributable amount of $148K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Francis S Viele Scholarship Trust's EIN?

Francis S Viele Scholarship Trust's EIN (Employer Identification Number) is 95-3285561. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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