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Nonprofit · EIN 02-6012571

ANDREW J SCARLETT SCHOLARSHIP FUND

Tax-exempt · BOSTON, MA 02109

Financials

$15K$6K2022$12K$20K2023$15K$14K2024
Revenue Expenses · by fiscal year end
Financials of ANDREW J SCARLETT SCHOLARSHIP FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$15,029$14,165$864$411,486$0$411,486
June 30, 2024990-PF$12,351$20,425-$8,074$411,622$1,000$410,622
June 30, 2023990-PF$15,307$5,500$9,807$415,146$1,000$414,146
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Dividends
$12,040
Net gain from sales of assets
$1,989
Other income
$1,000

Expenses

Grants and similar amounts paid
$10,140
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$12,190
Excise tax on investment income
$168

Balance sheet and other

Total assets, start of year
$411,622
Total assets, end of year
$411,486
Total liabilities, end of year
$0
Net assets, end of year
$411,486
Fair market value of assets
$446,990
Qualifying distributions
$12,190
Net investment income
$14,029

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
JAMES M MORGAN
3 BATTERY WHARF UNIT 3303, BOSTON, MA 02109
TRUSTEE1$0
KENNETH HOLMES
275 OLD PROVINCE ROAD, NEWBURY, NH 03255
TRUSTEE0.25$0
JEREMY KATZ
98 BANK STREET, LEBANON, NH 03766
TRUSTEE0.25$0
990-PF for the year ended June 30, 2024: 3 people
NameTitleHours / weekCompensation
JAMES M MORGAN
3 BATTERY WHARF UNIT 3303, BOSTON, MA 02109
TRUSTEE1$0
KENNETH HOLMES
275 OLD PROVINCE ROAD, NEWBURY, NH 03255
TRUSTEE0.25$0
JEREMY KATZ
98 BANK STREET, LEBANON, NH 03766
TRUSTEE0.25$0
990-PF for the year ended June 30, 2023: 3 people
NameTitleHours / weekCompensation
JAMES M MORGAN
3 BATTERY WHARF UNIT 3303, BOSTON, MA 02109
TRUSTEE1$0
KENNETH HOLMES
275 OLD PROVINCE ROAD, NEWBURY, NH 03255
TRUSTEE0.25$0
JEREMY KATZ
98 BANK STREET, LEBANON, NH 03766
TRUSTEE0.25$0

Address and contacts

Address (IRS master file)
3 BATTERY WHARF UNIT 3303, BOSTON, MA 02109-1098
In care of
% JAMES MORGAN
Signed the 990-PF
JAMES M MORGAN, TRUSTEE
Phone
(978) 443-0446
Return prepared by
NATHAN WECHSLER & CO PA

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
02-6012571
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1957
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$411,486
Income (IRS master file)
$15,029

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$15,029$14,165$411,486IRS
990-PFJune 2024$12,351$20,425$411,622IRS
990-PFJune 2023$15,307$5,500$415,146XML
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS
990-PFJune 2020–––IRS
990-PFJune 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 02-6012571).

Questions about ANDREW J SCARLETT SCHOLARSHIP FUND

What is the EIN of ANDREW J SCARLETT SCHOLARSHIP FUND?
The employer identification number (EIN) of ANDREW J SCARLETT SCHOLARSHIP FUND is 02-6012571.
Is ANDREW J SCARLETT SCHOLARSHIP FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1957.
Are donations to ANDREW J SCARLETT SCHOLARSHIP FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ANDREW J SCARLETT SCHOLARSHIP FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of ANDREW J SCARLETT SCHOLARSHIP FUND due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ANDREW J SCARLETT SCHOLARSHIP FUND last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2025.
Who are the officers and directors of ANDREW J SCARLETT SCHOLARSHIP FUND?
The 990-PF for the year ended June 30, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does ANDREW J SCARLETT SCHOLARSHIP FUND have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $15,029, expenses of $14,165 and total assets of $411,486 at year end.

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