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Nonprofit · EIN 05-0473536

RHODE ISLAND CPCU SCHOLARSHIP FUND

Tax-exempt · LINCOLN, RI 02865

Financials

$103K$58K2023$138K$93K2024$151K$94K2025
Revenue Expenses · by fiscal year end
Financials of RHODE ISLAND CPCU SCHOLARSHIP FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2026990-PF$151,277$94,371$56,906$1,573,441$0$1,573,441
June 30, 2025990-PF$138,392$93,498$44,894$1,444,927$0$1,444,927
June 30, 2024990-PF$103,439$57,696$45,743$1,372,794$0$1,372,794
Financial details: 990-PF for the year ended June 30, 2026

Revenue

Contributions, gifts and grants
$10,843
Dividends
$32,503
Net gain from sales of assets
$107,931

Expenses

Grants and similar amounts paid
$80,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$89,830
Excise tax on investment income
$1,922

Balance sheet and other

Total assets, start of year
$1,444,927
Total assets, end of year
$1,573,441
Total liabilities, end of year
$0
Net assets, end of year
$1,573,441
Fair market value of assets
$1,573,441
Qualifying distributions
$89,830
Net investment income
$140,434

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
ALLAN MCDERMOTT
C/O AMICA 100 AMICA WY, LINCOLN, RI 02865
PRESIDENT0$0
STEFVAN DREZEK
C/O AMICA 100 AMICA WY, LINCOLN, RI 02865
TREASURER0$0
MICHELLE N PELLETIER
C/O AMICA 100 AMICA WY, LINCOLN, RI 02865
SECRETARY0$0
CRISMEL A CALDERON
C/O AMICA 100 AMICA WY, LINCOLN, RI 02865
DIRECTOR (FROM SEP '25)0$0
DAVID E FALES
C/O AMICA 100 AMICA WY, LINCOLN, RI 02865
DIRECTOR0$0
TODD R LARSON
C/O AMICA 100 AMICA WY, LINCOLN, RI 02865
DIRECTOR0$0
BRIAN A RUSATE
C/O AMICA 100 AMICA WY, LINCOLN, RI 02865
DIRECTOR0$0
JOHN C TICKNER
C/O AMICA 100 AMICA WY, LINCOLN, RI 02865
DIRECTOR0$0
990-PF for the year ended June 30, 2025: 8 people
NameTitleHours / weekCompensation
BRIAN A RUSATE
C/O AMICA 100 AMICA WY, LINCOLN, NE 02865
PRESIDENT0$0
STEFVAN DREZEK
C/O AMICA 100 AMICA WY, LINCOLN, NE 02865
TREASURER0$0
MICHELLE N PELLETIER
C/O AMICA 100 AMICA WY, LINCOLN, NE 02865
SECRETARY0$0
TRACI ADEDEJI
C/O AMICA 100 AMICA WY, LINCOLN, NE 02865
DIRECTOR (TO SEP '24)0$0
DAVID E FALES
C/O AMICA 100 AMICA WY, LINCOLN, NE 02865
DIRECTOR0$0
TODD R LARSON
C/O AMICA 100 AMICA WY, LINCOLN, NE 02865
DIRECTOR0$0
ALLAN MCDERMOTT
C/O AMICA 100 AMICA WY, LINCOLN, NE 02865
DIRECTOR0$0
JOHN C TICKNER
C/O AMICA 100 AMICA WY, LINCOLN, NE 02865
DIRECTOR0$0
990-PF for the year ended June 30, 2024: 8 people
NameTitleHours / weekCompensation
BRIAN A RUSATE
C/O AMICA 100 AMICA WY, LINCOLN, NE 02865
PRESIDENT0$0
STEFVAN DREZEK
C/O AMICA 100 AMICA WY, LINCOLN, NE 02865
TREASURER0$0
MICHELLE N PELLETIER
C/O AMICA 100 AMICA WY, LINCOLN, NE 02865
SECRETARY0$0
TRACI ADEDEJI
C/O AMICA 100 AMICA WY, LINCOLN, NE 02865
DIRECTOR0$0
DAVID E FALES
C/O AMICA 100 AMICA WY, LINCOLN, NE 02865
DIRECTOR0$0
TODD R LARSON
C/O AMICA 100 AMICA WY, LINCOLN, NE 02865
DIRECTOR0$0
ALLAN MCDERMOTT
C/O AMICA 100 AMICA WY, LINCOLN, NE 02865
DIRECTOR0$0
JOHN TICKNER
C/O AMICA 100 AMICA WY, LINCOLN, NE 02865
DIRECTOR0$0

Address and contacts

Address (IRS master file)
CO AMICA 100 AMICA WY, LINCOLN, RI 02865-0000
In care of
% STEFVAN DREZEK
Signed the 990-PF
STEFVAN DREZEK, TREASURER
Phone
(800) 652-6422
Return prepared by
JOHNSON LAMBERT 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 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
05-0473536
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
1994
Accounting year ends
June
Files
Form 990-PF
Category (NTEE)
Education (B82)
Assets (IRS master file)
$1,573,441
Income (IRS master file)
$192,002

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2026$151,277$94,371$1,573,441XML
990-PFJune 2025$138,392$93,498$1,444,927XML
990-PFJune 2024$103,439$57,696$1,372,794XML
990June 2023$40,202$46,664$1,232,975IRS
990June 2022–––IRS
990June 2021–––IRS
990June 2020–––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 05-0473536).

Questions about RHODE ISLAND CPCU SCHOLARSHIP FUND

What is the EIN of RHODE ISLAND CPCU SCHOLARSHIP FUND?
The employer identification number (EIN) of RHODE ISLAND CPCU SCHOLARSHIP FUND is 05-0473536.
Is RHODE ISLAND CPCU SCHOLARSHIP FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
Are donations to RHODE ISLAND CPCU SCHOLARSHIP FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does RHODE ISLAND CPCU SCHOLARSHIP FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of RHODE ISLAND CPCU 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 RHODE ISLAND CPCU 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 RHODE ISLAND CPCU SCHOLARSHIP FUND?
The 990-PF for the year ended June 30, 2026 lists 8 people; 0 received compensation from the organization.
How much revenue does RHODE ISLAND CPCU SCHOLARSHIP FUND have?
On its 990-PF for the year ended June 30, 2026 it reported revenue of $151,277, expenses of $94,371 and total assets of $1,573,441 at year end.

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