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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 02-6142736

STERZING MEMORIAL SCHOLARSHIP FUND

Also known as DEARLOVE PATRICIA TTEE

Tax-exempt · BURLINGTON, IA 52601

Financials

$82K$58K2023$100K$59K2024$414K$66K2025
Revenue Expenses · by fiscal year end
Financials of STERZING MEMORIAL SCHOLARSHIP FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2026990-PF$413,826$66,017$347,809$1,214,649$0$1,214,649
June 30, 2025990-PF$99,828$59,482$40,346$866,840$0$866,840
June 30, 2024990-PF$81,515$58,402$23,113$826,494$0$826,494
Financial details: 990-PF for the year ended June 30, 2026

Revenue

Dividends
$26,354
Net gain from sales of assets
$387,472

Expenses

Grants and similar amounts paid
$49,697
Compensation of officers, directors and key employees
$13,510
Disbursements for charitable purposes
$54,498
Excise tax on investment income
$5,617

Balance sheet and other

Total assets, start of year
$866,840
Total assets, end of year
$1,214,649
Total liabilities, end of year
$0
Net assets, end of year
$1,214,649
Fair market value of assets
$1,416,914
Qualifying distributions
$54,498
Net investment income
$413,826

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, 2026, highest compensation first.

NameTitleHours / weekCompensation
TWO RIVERS BANK & TRUST TWO RIVERS BANK & TRUST
222 N MAIN STREET, 222 N MAIN STREET, BURLINGTON, IA 52601
TRUSTEE1$13,510
FIRST MID BANK TRUST
222 N MAIN ST, BURLINGTON, IA 52601
TRUSTEE0$0
990-PF for the year ended June 30, 2025: 1 people
NameTitleHours / weekCompensation
TWO RIVERS BANK & TRUST TWO RIVERS BANK & TRUST
222 N MAIN STREET, 222 N MAIN STREET, BURLINGTON, IA 52601
TRUSTEE1$11,033
990-PF for the year ended June 30, 2024: 1 people
NameTitleHours / weekCompensation
TWO RIVERS BANK & TRUST TWO RIVERS BANK & TRUST
222 N MAIN STREET, 222 N MAIN STREET, BURLINGTON, IA 52601
TRUSTEE1$9,106

Address and contacts

Address (IRS master file)
PO BOX 728, BURLINGTON, IA 52601-0728
In care of
% BURLINGTON BANK & TRUST
Signed the 990-PF
FIRST MID BANK TRUST, TRUSTEE
Phone
(319) 753-9136
Return prepared by
MENKE & COMPANY

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, 2026990-PF on file
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
02-6142736
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
2004
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$1,214,649
Income (IRS master file)
$1,246,803

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2026$413,826$66,017$1,214,649XML
990-PFJune 2025$99,828$59,482$866,840XML
990-PFJune 2024$81,515$58,402$826,494XML
990-PFJune 2023–––IRS
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS
990-PFJune 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 02-6142736).

Questions about STERZING MEMORIAL SCHOLARSHIP FUND

What is the EIN of STERZING MEMORIAL SCHOLARSHIP FUND?
The employer identification number (EIN) of STERZING MEMORIAL SCHOLARSHIP FUND is 02-6142736.
Is STERZING MEMORIAL SCHOLARSHIP FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
Are donations to STERZING MEMORIAL SCHOLARSHIP FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does STERZING MEMORIAL SCHOLARSHIP FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of STERZING MEMORIAL SCHOLARSHIP FUND due?
The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did STERZING MEMORIAL SCHOLARSHIP FUND last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2026.
Who are the officers and directors of STERZING MEMORIAL SCHOLARSHIP FUND?
The 990-PF for the year ended June 30, 2026 lists 2 people; 1 received compensation from the organization, the highest $13,510 (TWO RIVERS BANK & TRUST TWO RIVERS BANK & TRUST, TRUSTEE).
How much revenue does STERZING MEMORIAL SCHOLARSHIP FUND have?
On its 990-PF for the year ended June 30, 2026 it reported revenue of $413,826, expenses of $66,017 and total assets of $1,214,649 at year end.

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