2025-01-31T14:46:52-06:00 2024-09-30 946214841 ARMANINO ADVISORY LLC 6 CITYPLACE DRIVE SUITE 900 ST LOUIS MO 63141 990 2023-10-01 203192719 ESCO TECHNOLOGIES FOUNDATION ESCO 3142137277 9900A CLAYTON ROAD ST LOUIS MO 63124 CONCETTA REICHERT SECRETARY 3142137277 2025-01-29 1 1 JENNIFER M VACHA P01251998 3149831200 2025-01-29 2023 2025-03-06 01:10:19Z KATHLEEN LOWREY 9900A CLAYTON ROAD ST LOUIS MO 63124 421055 0 X WWW.ESCOTECHNOLOGIESFOUNDATION.ORG X 2005 MO PROVIDING FINANCIAL SUPPORT FOR CHARITIES, CHILDREN AND FAMILIES IN NEED. 13 13 0 16 0 0 399099 398300 0 0 4378 22755 0 0 403477 421055 367473 438062 0 0 0 0 0 0 0 4327 4981 371800 443043 31677 -21988 537594 515606 0 0 537594 515606 PROVIDING FINANCIAL SUPPORT TO CHARITIES AND OTHERS IN NEED, FOCUSING ON CHILDREN AND FAMILIES IN COMMUNITIES WHERE ESCO TECHNOLOGIES INC. HAS OPERATIONS. THE FOUNDATION'S GOAL IS TO MAKE A MEASURABLE DIFFERENCE TO EACH CHARITY AND RESPECTIVE COMMUNITY. 0 0 358062 358062 FINANCIAL SUPPORT TO CHARITIES AND OTHERS IN NEED: THE FOUNDATION PROVIDED FINANCIAL SUPPORT TO OVER 35 501(C)(3) TAX EXEMPT ORGANIZATIONS DURING FISCAL YEAR 2024 WHOSE MISSIONS AND PROGRAMS FOCUS ON CHILDREN AND FAMILIES. THE FOUNDATION ALSO PROVIDED ASSISTANCE FOR 12 HARDSHIP CASES DURING FISCAL YEAR 2024. 80000 80000 ANNUAL COLLEGE SCHOLARSHIP PROGRAM: THE FOUNDATION ANNUALLY AWARDS COLLEGE SCHOLARSHIPS TO CHILDREN OF ESCO TECHNOLOGIES INC. DURING FISCAL YEAR 2024, THE FOUNDATION AWARDED 16 SCHOLARSHIPS TOTALING $80,000. (16 - $5,000 SCHOLARSHIPS). 438062 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 CA X KATHLEEN LOWREY 3142137277 9900A CLAYTON ROAD ST LOUIS MO 63124 X KATHLEEN LOWREY CHAIRPERSON 1.00 X X 0 0 0 CONCETTA REICHERT SECRETARY 1.00 X X 0 0 0 CHARLES KRETSCHMER TREASURER (THRU 07/24) 1.00 X X 0 0 0 TAMMY BODE-KOPF DIRECTOR 1.00 X 0 0 0 KIMBERLY CHAPMAN DIRECTOR 1.00 X 0 0 0 JULIE CRISAFULLI BROWN DIRECTOR 1.00 X 0 0 0 FAWN DAVIS DIRECTOR 1.00 X 0 0 0 RACHEL GORDON DIRECTOR 1.00 X 0 0 0 PATTI HARVEY DIRECTOR 1.00 X 0 0 0 ED HERNANDEZ DIRECTOR 1.00 X 0 0 0 ELIZABETH HUGHES DIRECTOR 1.00 X 0 0 0 MELANI IVESTER DIRECTOR 1.00 X 0 0 0 SHIRLEY KRUEGER DIRECTOR (THRU 07/24) 1.00 X 0 0 0 ASHLEIGH LANE DIRECTOR (THRU 07/24) 1.00 X 0 0 0 MONICA MEJIA DIRECTOR 1.00 X 0 0 0 BEVERLY MILLER DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 398300 398300 22755 22755 421055 0 0 22755 311750 311750 126312 126312 4200 4200 781 781 443043 438062 4981 0 137594 26153 400000 489453 537594 515606 0 0 X 0 0 0 0 537594 515606 537594 515606 537594 515606 -21988 0 X 0 0 0 X 370572 369569 377686 399099 398300 1915226 370572 369569 377686 399099 398300 1915226 1481089 434137 7207 5144 4378 22755 39484 1954710 0.22210 0.23750 X THE ESCO FOUNDATION CLEARLY MEETS THE ESTABLISHED PUBLIC SUPPORT REQUIREMENTS FOR A PUBLIC CHARITY. THE FOUNDATION WAS FORMED IN 2005. SINCE THEN, IT HAS ACHIEVED A PUBLIC SUPPORT TO TOTAL SUPPORT RATIO OF 22.21% DURING THE CURRENT FIVE YEAR PERIOD. THIS RATIO IS WELL ABOVE THE 10% MINIMUM THRESHOLD ESTABLISHED BY THE IRS. IN 2013, THE RATIO EXCEEDED THE 33 1/3% SUPPORT TEST.THE FOUNDATION MEETS ALL OF THE REQUIREMENTS OF THE FACTS AND CIRCUMSTANCES TEST. THE FOUNDATION HAS IMPLEMENTED A PROGRAM TO ATTRACT PUBLIC SUPPORT. THIS PROGRAM INCLUDES MAINTAINING A WEBSITE, DISTRIBUTING PAMPHLETS, DISPLAYING POSTERS AND DIRECT MAIL ACTIVITIES. THIS PROGRAM HAS LED TO CASH CONTRIBUTIONS FROM A WIDE SPECTRUM OF SOURCES INCLUDING 190 ESCO TECHNOLOGIES INC. EMPLOYEES AND 3 THIRD-PARTY DONORS.FURTHER, THE FOUNDATION IS GOVERNED BY A BOARD OF DIRECTORS COMPOSED OF PERSONNEL FROM SIX STATES STRETCHING FROM MASSACHUSETTS TO SOUTHERN CALIFORNIA. DIRECTORS HAVE BEEN SELECTED FROM DIVERSE PROFESSIONAL DISCIPLINES AND A VARIETY OF OPERATING SUBSIDIARIES. MANY OF THESE DIRECTORS DONATE TIME TO THE CHARITIES SUPPORTED BY THE FOUNDATION SUCH AS THROUGH OUR ANNUAL HABITAT FOR HUMANITY BUILD DAY. AS A RESULT, THE BOARD STAYS IN TOUCH WITH THE INTERESTS OF THE PUBLIC. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 BIG BROTHERS BIG SISTERS OF VENTURA COUNTY 2435 VENTURA BLVD SUITE A CAMARILLO CA 93010 203425568 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT BOYS & GIRLS CLUB-SANTA CLARITA 24909 NEWHALL AVE NEWHALL CA 91321 952572622 501(C)(3) 10000 0 SUPPORT PROJECT LEARN CAROUSEL RANCH INC 34289 ROCKING HORSE ROAD AQUA DULCE CA 91390 954646461 501(C)(3) 15000 0 EQUESTRIAN THERAPY AND READY TO WORK PROGRAMS FRIENDS OF KIDS WITH CANCER 530 MARYVILLE CENTER DR SUITE LL5 ST LOUIS MO 63141 431614563 501(C)(3) 7500 0 GENERAL OPERATING SUPPORT HABITAT FOR HUMANITY-ST LOUIS 3763 FOREST PARK AVE ST LOUIS MO 63108 581735543 501(C)(3) 7500 0 GENERAL OPERATING SUPPORT HINESBURG COMMUNITY RESOURCE CENTER PO BOX 444 HINESBURG VT 05461 223051349 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT MARIAN MIDDLE SCHOOL 4130 WYOMING STREET ST LOUIS MO 63116 431873629 501(C)(3) 6000 0 GENERAL OPERATING SUPPORT MOBILE LOAVES & FISHES 903 S CAPITAL OF TEXAS HWY AUSTIN TX 78746 742956081 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT READY READERS 1974 INNERBELT BUSINESS CENTER DR ST LOUIS MO 63114 362518129 501(C)(3) 5500 0 GENERAL OPERATING SUPPORT RECOGNIZE GOOD 12317 TECHNOLOGY BLVD SUITE 100 AUSTIN TX 78727 454099813 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT RONALD MCDONALD HOUSE 3450 PARK AVE ST LOUIS MO 63104 431160478 501(C)(3) 6000 0 GENERAL OPERATING SUPPORT SOUTH EL MONTE COMMUNITY OUTREACH 3041 PECK ROAD EL MONTE CA 91731 941347058 501(C)(3) 20000 0 GENERAL OPERATING SUPPORT SPECIAL OLYMPICS OF VENTURA COUNTY 1559 SPINNAKER DR SUITE 206 VENTURA CA 93001 954538450 501(C)(3) 15000 0 GENERAL OPERATING SUPPORT ST LOUIS CITY LEAGUE 4132 UTAH ST ST LOUIS MO 63116 320695088 501(C)(3) 7500 0 GENERAL OPERATING SUPPORT ST LOUIS UNIVERSITY HIGH SCHOOL -- ROBOTICS TEAM 4970 OAKLAND AVENUE SAINT LOUIS MO 63110 530196617 501(C)(3) 6000 0 GENERAL OPERATING SUPPORT THE FOOD INITIATIVE OF GREATER STANISLAUS 120 KERR AVE MODESTO CA 95354 941496168 501(C)(3) 9000 0 GENERAL OPERATING SUPPORT THE PAINTED TURTLE 1300 4TH STREET SUITE 300 SANTA MONICA CA 90401 954612481 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT UNITED WAY OF TRI COUNTY 255 MAIN ST ROOM 113 MARLBOROUGH MA 01752 042104231 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT UNLEASHING POTENTIAL 5621 DELMAR BLVD SUITE 104 ST LOUIS MO 631122660 430654857 501(C)(3) 12500 0 GENERAL OPERATING SUPPORT VENTURA COUNTY SEARCH AND RESCUE 2101 E OLSEN ROAD THOUSAND OAKS CA 91360 953275733 501(C)(3) 15000 0 GENERAL OPERATING SUPPORT 20 0 SCHOLARSHIPS 16 80000 HARDSHIP ASSISTANCE 12 46312 SCHEDULE I ESCO TECHNOLOGIES FOUNDATION HAS A DOCUMENT "GUIDELINES FOR EVALUATING REQUESTS FOR SUPPORT". THE GUIDELINES REQUIRE NOMINATED ORGANIZATIONS FIT THE FOUNDATION'S MISSION AND GOAL AND ARE INTENDED TO ASSIST DIRECTORS WITH EVALUATING WHETHER A REQUEST FOR SUPPORT SHOULD BE BROUGHT TO THE BOARD FOR CONSIDERATION. THE FOUNDATION ONLY CONSIDERS SUPPORT REQUESTS WHICH FOLLOW THE GUIDELINES. CHARITABLE ORGANIZATION FUNDS ARE DISPERSED DIRECTLY TO 501 (C)(3) ORGANIZATIONS. HARDSHIP/DISASTER ASSISTANCE FUNDS ARE REMITTED DIRECTLY TO THE PROVIDER OF GOODS/SERVICES ON BEHALF OF THE BENEFICIARY. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE COMMITTEES THAT ARE AUTHORIZED TO ACT ON ITS BEHALF. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 IS REVIEWED BY THE SECRETARY OF THE BOARD. CHANGES, IF ANY, ARE DISCUSSED WITH THE EXTERNAL FIRM AND INCORPORATED INTO THE RETURN PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR MUST DISCLOSE ANY FINANCIAL INTEREST THAT HE/SHE MAY HAVE IN ANY ENTITY THAT REQUESTS SUPPORT FROM THE FOUNDATION OR IS OTHERWISE ENGAGED IN TRANSACTIONS WITH THE FOUNDATION IN COMPLIANCE WITH THE POLICY. THE BOARD MAY DETERMINE THAT A FINANCIAL INTEREST CONSTITUTES A CONFLICT OF INTEREST. IN THAT CASE, THE BOARD MAY ASK THAT PARTICULAR DIRECTOR TO LEAVE DURING THE DISCUSSION OF THE REQUEST FOR SUPPORT AS WELL AS ABSTAIN FROM VOTING ON THAT SPECIFIC EVENT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FINANCIAL INFORMATION IS ALSO AVAILABLE ON THE FOUNDATION'S WEBSITE.