Nonprofit · EIN 02-6051741
HENRY C LORD SCHOLARSHIP FUND TRUST
Tax-exempt · JOHNSTON, RI 02919
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $642,866 | $795,685 | -$152,819 | $10,828,441 | $0 | $10,828,441 |
| June 30, 2024 | 990-PF | $997,943 | $1,460,369 | -$462,426 | $10,980,335 | $0 | $10,980,335 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $408,458
- Net gain from sales of assets
- $234,408
Expenses
- Grants and similar amounts paid
- $614,300
- Compensation of officers, directors and key employees
- $88,895
- Disbursements for charitable purposes
- $694,764
- Excise tax on investment income
- $7,706
Balance sheet and other
- Total assets, start of year
- $10,980,335
- Total assets, end of year
- $10,828,441
- Total liabilities, end of year
- $0
- Net assets, end of year
- $10,828,441
- Fair market value of assets
- $13,441,606
- Qualifying distributions
- $694,764
- Net investment income
- $642,866
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CITIZENS N A 900 ELM STREET, MANCHESTER, NH 03101 | TRUSTEE | 10 | $88,895 |
990-PF for the year ended June 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CITIZENS N A 900 ELM STREET, MANCHESTER, NH 03101 | TRUSTEE | 10 | $86,024 |
Address and contacts
- Address (IRS master file)
- ONE CITIZENS BANK WAY JCB 115, JOHNSTON, RI 02919-1922
- In care of
- % CITIZENS BANK
- Signed the 990-PF
- DONALD LUSTIG, TAX OFFICER
- Phone
- (603) 634-7752
- Return prepared by
- KPMG LLP
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 02-6051741
- 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
- 1979
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $10,828,441
- Income (IRS master file)
- $3,187,753
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $642,866 | $795,685 | $10,828,441 | XML |
| 990-PF | June 2024 | $997,943 | $1,460,369 | $10,980,335 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | 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 02-6051741).
Questions about HENRY C LORD SCHOLARSHIP FUND TRUST
- What is the EIN of HENRY C LORD SCHOLARSHIP FUND TRUST?
- The employer identification number (EIN) of HENRY C LORD SCHOLARSHIP FUND TRUST is 02-6051741.
- Is HENRY C LORD SCHOLARSHIP FUND TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1979.
- Are donations to HENRY C LORD SCHOLARSHIP FUND TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HENRY C LORD SCHOLARSHIP FUND TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HENRY C LORD SCHOLARSHIP FUND TRUST 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 HENRY C LORD SCHOLARSHIP FUND TRUST 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 HENRY C LORD SCHOLARSHIP FUND TRUST?
- The 990-PF for the year ended June 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $88,895 (CITIZENS N A, TRUSTEE).
- How much revenue does HENRY C LORD SCHOLARSHIP FUND TRUST have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $642,866, expenses of $795,685 and total assets of $10,828,441 at year end.
Other nonprofits in JOHNSTON
- AIPSO EIN 13-2732270 · last filed 990 for 2024
- TRI-COUNTY COMMUNITY ACTION AGENCY EIN 05-0309695 · last filed 990 for 2025
- MICHIGAN AUTOMOBILE INSURANCE PLACEMENT FACILITY EIN 38-6090344 · last filed 990 for 2025
- NORTH AMERICAN CATHOLIC EDUCATIONAL PROGRAMMING FOUNDATION INC EIN 22-3032456 · last filed 990 for 2025
- INTERNATIONAL UNION OPERATING ENGINEERS EIN 05-0269242 · last filed 990 for 2025
- FACTORY MUTUAL INSURANCE COMPANY POSTRETIREMENT WELFARE PROGRAM EIN 05-0451089 · last filed 990 for 2024
- RHODE ISLAND AUTOMOBILE INSURANCE PLAN EIN 13-6194674 · last filed 990 for 2024
- OPERATION STAND DOWN RHODE ISLAND EIN 05-0475772 · last filed 990 for 2024