Nonprofit · EIN 04-3534471
IRENE STIVER SCHOLARSHIP FUND
Also known as WELLESLEY COLLEGE
Tax-exempt · LEXINGTON, MA 02421
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2023 | 990-PF | $7,895 | $619 | $7,276 | $261,983 | $0 | $261,983 |
| December 31, 2022 | 990-PF | $2,670 | $1,109 | $1,561 | $255,168 | $0 | $255,168 |
Financial details: 990-PF for the year ended December 31, 2023
Revenue
- Contributions, gifts and grants
- $9
- Dividends
- $7,736
- Interest
- $150
Expenses
- Grants and similar amounts paid
- $0
- Excise tax on investment income
- $101
Balance sheet and other
- Total assets, start of year
- $255,168
- Total assets, end of year
- $261,983
- Total liabilities, end of year
- $0
- Net assets, end of year
- $261,983
- Fair market value of assets
- $261,983
- Net investment income
- $7,886
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 December 31, 2023, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARBARA SCHWARTZ 12 MAYNARD PLACE, CAMBRIDGE, MA 02138 | TRUSTEE | 0 | $0 |
| LYNNE LIEBERMAN ACSW LICSW 38 BREWSTER ROAD, NEWTON HIGHLANDS, MA 02461 | TRUSTEE | 0 | $0 |
| JUDITH V JORDAN PHD 29 BARBERRY ROAD, LEXINGTON, MA 02420 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2022: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARBARA SCHWARTZ 12 MAYNARD PLACE, CAMBRIDGE, MA 02138 | TRUSTEE | 0 | $0 |
| LYNNE LIEBERMAN ACSW LICSW 38 BREWSTER ROAD, NEWTON HIGHLANDS, MA 02461 | TRUSTEE | 0 | $0 |
| JUDITH V JORDAN PHD 29 BARBERRY ROAD, LEXINGTON, MA 02420 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 114 WALTHAM STREET, LEXINGTON, MA 02421-5415
- In care of
- % JUDITH JORDAN TRUSTEE
- Signed the 990-PF
- JUDITH V JORDAN PHD, TRUSTEE
- Phone
- (617) 855-2140
- Return prepared by
- FARRELL-WORTMAN SERVICES
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | Not on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-3534471
- 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
- 2001
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $261,983
- Income (IRS master file)
- $7,895
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2023 | $7,895 | $619 | $261,983 | XML |
| 990-PF | December 2022 | $2,670 | $1,109 | $255,168 | XML |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 04-3534471).
Questions about IRENE STIVER SCHOLARSHIP FUND
- What is the EIN of IRENE STIVER SCHOLARSHIP FUND?
- The employer identification number (EIN) of IRENE STIVER SCHOLARSHIP FUND is 04-3534471.
- Is IRENE STIVER SCHOLARSHIP FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to IRENE STIVER SCHOLARSHIP FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does IRENE STIVER SCHOLARSHIP FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of IRENE STIVER SCHOLARSHIP FUND due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did IRENE STIVER SCHOLARSHIP FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2023.
- Who are the officers and directors of IRENE STIVER SCHOLARSHIP FUND?
- The 990-PF for the year ended December 31, 2023 lists 3 people; 0 received compensation from the organization.
- How much revenue does IRENE STIVER SCHOLARSHIP FUND have?
- On its 990-PF for the year ended December 31, 2023 it reported revenue of $7,895, expenses of $619 and total assets of $261,983 at year end.
Other nonprofits in LEXINGTON
- COTTING SCHOOL INC EIN 04-2104328 · last filed 990 for 2025
- LEXINGTON CHRISTIAN ACADEMY EIN 04-2134815 · last filed 990 for 2025
- LEXINGTON MONTESSORI SCHOOL INC EIN 04-2314257 · last filed 990 for 2025
- WALDORF SCHOOL INC EIN 04-2574089 · last filed 990 for 2025
- COMMUNITY THERAPEUTIC DAY SCHOOL INC EIN 22-2725934 · last filed 990 for 2025
- FUSE PRESCHOOL INC EIN 46-4164737 · last filed 990 for 2024
- NEW COVENANT SCHOOL INC EIN 45-5460308 · last filed 990 for 2025
- FALUN DAFA ASSOCIATION OF NEW ENGLAND INC EIN 04-3576893 · last filed 990-PF for 2025