St Joseph Education Endowment Fund Inc

WINTER HAVEN, FL EIN: 59-3069931

THE MISSION OF THE EDUCATION ENDOWMENT FUND IS TO PROVIDE SCHOLARSHIPS AND SUBSIDIES FOR STUDENTS IN THE SCHOOLS, TO SUPPLEMENT EXPENSES OF THE SCHOOLS AND THE RELIGIOUS EDUCATION FUND, TO PROVIDE FOR CAPITAL IMPROVEMENTS TO THE SCHOOLS AND TO RELIGIOUS EDUCATION FACILITIES, AND TO SUPPLEMENT SALARIES OF THE FACULTY AND RELIGIOUS EDUCATION PERSONNEL.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.2M

-75.7% YoY

Annual Giving

$4.1M

Grant Count

4

Avg Grant Size

$1.0M

About St Joseph Education Endowment Fund Inc

Based on IRS filings

St Joseph Education Endowment Fund Inc is a nonprofit organization, based in WINTER HAVEN, FL. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $1.2M in total assets. In 2025, it awarded 4 grants totaling $4.1M. Net investment income was $1.4M.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

LakelandOrlandoWinter Haven

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$2M$3M$5M20212022202320242025
Metric202520242023
Total Assets$1,186,575$4,876,765$4,398,424
Revenue$407,661$714,847$491,319
Expenses$4,097,851$236,508$239,558
Qualifying Distributions
Net Investment Income$1,363,587$355,140$205,350
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$1M$2M$3M$4M3 grants20213 grants20223 grants20230 grants20244 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2025

CATHOLIC FOUNDATION OF C…$3.7MST JOSEPH CATHOLIC CHURCH$326KST JOSEPH CATHOLIC SCHOOL$35KSANTA FE CATHOLIC HIGH S…$35K

Grant Size Distribution

13 grants across all recorded years

8<$50K$50–100K3$100–250K1$250–500K$500K–1M1$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

NameTitleHoursCompensation
REV GLENN LOPEZPRESIDENT0.5
LAMAR EDWARDSVICE PRESIDENT0.5
PETER VERRILL MDSECRETARY0.5
DAVID NEAL DDSTREASURER0.5
KATIE COLLANYDIRECTOR0.5
GARY MOULTONDIRECTOR0.5
STEPHANY ODOMDIRECTOR0.5

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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