2025-10-21T12:23:52-05:00 2025-07-31 460799858 BARRETT & SCIBELLI LLC 8 WINCHESTER PLACE 301 WINCHESTER MA 01890 990 2024-08-01 743150137 MES FUND INC MESF 8609162041 760 HOPMEADOW STREET SIMSBURY CT 06070 DENISE ALFELD PRESIDENT 8609162041 2025-10-21 1 1 CHRISTOPHER J BARRETT CPA P00634437 7815702273 2025-10-21 2024 2025-03-06 01:10:19Z DENISE ALFELD 760 HOPMEADOW STREET SIMSBURY CT 06070 272213 0 X WWW.MESFUND.ORG X 2005 NY TO PROVIDE FINANCIAL AID FOR QUALIFIED TEACHER TRAINEES IN THE MONTESSORI METHOD. 5 5 0 9 0 0 64378 211033 0 0 15006 28789 0 0 79384 239822 60301 98500 0 0 0 0 0 0 0 39365 53251 99666 151751 -20282 88071 758388 882850 0 0 758388 882850 TO PROVIDE FINANCIAL AID FOR QUALIFIED TEACHER TRAINEES IN THE MONTESSORI METHOD ACCORDING TO THE PEDAGOGICAL PRINCIPLES AND TECHNIQUES DEVELOPED BY DR. MARIA MONTESSORI. 0 0 98500 98500 SCHOLARSHIP PROGRAM: THE SCHOLARSHIP COMMITTEE REVIEWED APPLICATIONS AND COLLEGE BOARD EVALUATIONS TO DIFFERENT AMI TRAINING CENTERS IN THE UNITED STATES. FROM THESE APPLICATIONS, SCHOLARSHIPS WERE AWARDED TOTALING $98,500. THIS PROGRAM IS SUPPORTED BY CONTRIBUTIONS. 98500 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 CT NY X X THE ORGANIZATION 8609162041 760 HOPMEADOW STREET SIMSBURY CT 06070 X NANCY KEANE SECRETARY 5.00 X X 0 0 0 CHRISTIAN THWAITES TREASURER 2.00 X X 0 0 0 MELINDA NIELSEN VICE PRESIDENT 2.00 X X 0 0 0 DENISE ALFELD PRESIDENT 15.00 X X 0 0 0 HARRIS GORDON DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 211033 211033 24500 24500 36680 32391 4289 4289 4289 239822 28789 0 0 98500 98500 11239 11239 5745 5745 23176 23176 4205 4205 770 770 SOFTWARE 6513 6513 SUPPLIES 892 892 WEBSITES 368 368 BANK AND OTHER FEES 343 343 151751 98500 53251 0 27703 124627 730685 758223 758388 882850 0 0 X 758388 782850 100000 758388 882850 758388 882850 88071 36391 0 X 1 X 0 0 0 X 29920 152959 66528 64378 111033 424818 29920 152959 66528 64378 111033 424818 424818 23188 20571 14816 15006 24500 98081 522899 0.81240 0.51990 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X PART X, LINE 2: THE FUND IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE"). THE FUND IS NOT CLASSIFIED AS A PRIVATE FOUNDATION AND CONTRIBUTIONS MADE TO THE FUND ARE DEDUCTIBLE BY DONORS AS PROVIDED IN SECTION 170 OF THE CODE. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES IN THE UNITED STATES OF AMERICA PRESCRIBE THE THRESHOLD A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. A LIABILITY FOR UNCERTAIN TAX POSITIONS IS RECOGNIZED AND RECORDED AS A COMPONENT OF CURRENT INCOME TAX EXPENSE FOR DIFFERENCES BETWEEN FINANCIAL AND INCOME TAX REPORTING POSITIONS WHICH DO NOT MEET THIS THRESHOLD. ANY INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS ARE RECORDED AS A COMPONENT OF INCOME TAX EXPENSE. THE FUND HAS REVIEWED ITS TAX POSITIONS THAT REMAIN SUBJECT TO EXAMINATION BY TAX AUTHORITIES AND HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS AND THUS HAS NOT RECORDED ANY LIABILITY AT JULY 31, 2025 AND 2024. THE FUND'S TAX RETURNS ARE SUBJECT TO POSSIBLE EXAMINATION BY TAXING AUTHORITIES UNTIL THE EXPIRATION OF THE RELATED RETURNS STATUTES. IN GENERAL, THE TAX RETURNS HAVE A THREE-YEAR STATUTE OF LIMITATION FROM THE DATE THE TAX RETURNS WERE DUE OR FILED, WHICHEVER IS LATER. THE FUND IS NO LONGER SUBJECT TO EXAMINATIONS BY TAX AUTHORITIES FOR YEARS PRIOR TO 2022 AND HAS NO OPEN EXAMINATIONS AS OF THE DATE OF THESE FINANCIAL STATEMENTS 1 SOUTHWEST INSTITUTE OF MONTESSORI STUDIES 207 N MESA DR MESA AZ 85201 275014341 501(C)(3) 29000 0 FINANCIAL ASSISTANCE THE MONTESSORI INSTITUTE 700 KNOX COURT DENVER CO 80204 841122049 501(C)(3) 13000 0 FINANCIAL ASSISTANCE MONTESSORI NORTHWEST 610 SW ALDER ST SUITE 721 PORTLAND OR 97205 930741999 501(C)(3) 21800 0 FINANCIAL ASSISTANCE MONTESSORI TRAINING CENTER NORTHEAST (CREC) 111 CHARTER OAK AVENUE HARTFORD CT 06106 204091009 501(C)(3) 6200 0 FINANCIAL ASSISTANCE MONTESSORI INSTITUTE OF NORTH TEXAS 4006 BELT LINE ROAD SUITE 100 ADDISON TX 75001 050553379 501(C)(3) 13500 0 FINANCIAL ASSISTANCE WASHINGTON MONTESSORI INSTITUTE 5600 RIVERTECH COURT SUITE K RIVERDALE PARK MD 20737 834115261 501(C)(3) 14000 0 FINANCIAL ASSISTANCE 6 FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO OTHER COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE GOVERNING BODY REVIEWS THE TAX RETURN BEFORE FILING IT. FORM 990, PART VI, SECTION B, LINE 12C AT EACH BOARD MEETING, APPARENT CONFLICTS ARE DISCUSSED AND ADDRESSED, AND IF A CONFLICT IS DETERMINED TO EXIST, THAT BOARD MEMBER RECUSES HIM/HERSELF FROM THAT PORTION OF THE MEETING/VOTE. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION DOES NOT HAVE ANY PAID EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.