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Nonprofit · EIN 06-6539104

HELEN@HAYS ALLHANDS SCHOLARSHIP TRUST

Tax-exempt · ERIE, PA 16501

Financials

−$1K$29K2023$13K$30K2024$34K$30K2025
Revenue Expenses · by fiscal year end
Financials of HELEN@HAYS ALLHANDS SCHOLARSHIP TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$34,317$29,690$4,627$506,151$0$506,151
December 31, 2024990$12,642$29,945-$17,303$501,068$0$501,068
December 31, 2023990-$1,243$29,027-$30,270$518,394$0$518,394
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$34,317
Net gain from sales of assets
$19,980
Other revenue
$0

Expenses

Grants and similar amounts paid
$20,127
Compensation of officers, directors and key employees
$8,498
Salaries, compensation and benefits (total)
$8,498
Professional fundraising fees
$0
Accounting fees
$900
Program services (functional)
$28,625
Management and general (functional)
$1,065

Balance sheet and other

Total assets, start of year
$501,068
Total assets, end of year
$506,151
Total liabilities, end of year
$0
Net assets, end of year
$506,151
Publicly traded securities
$467,495
Gross receipts
$119,408
Employees
0
Year formed
2004
State of legal domicile
IN

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 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
NORTHWEST BANKTRUSTEE
Institutional trustee
1$8,498
990 for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
NORTHWEST BANKTRUSTEE
Institutional trustee
–$8,371
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
NORTHWEST BANKTRUSTEE
Institutional trustee
1$7,624

Address and contacts

Address (IRS master file)
800 STATE ST STE 500, ERIE, PA 16501-1357
In care of
% MUTUALWEALTH MANAGEMENT GROUP
Principal officer (990 for 2025)
MICHELLE MARNER, 4100 EDISON PARKS LAKE STE 300, MISHAWAKA, IN 46545
Signed the 990
MICHAEL T PORSCH, DIVISIONAL VP
Return prepared by
ERNST & YOUNG US LLP

Mission

The mission of the Helen Hays Allhands Scholarship Trust is to invest money raised by the Helen Hays Allhands Trust and distribute the net income of the trust to Iota Chapter of Delta Kappa Gamma Society International, a 501(c)(3) organization.

990 for the year ended December 31, 2025

Program accomplishments

  • Distributions made to Iota Chapter of Delta Kappa Gamma Society International, a 501(c)(3) organization.
    Expenses $28,625 · grants $20,127

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
06-6539104
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization, Type III functionally integrated
Donations deductible (Pub 78)
Supporting organization, 50% limit
Exempt since
2019
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B82)
Assets (IRS master file)
$506,151
Income (IRS master file)
$119,408

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$34,317$29,690$506,151IRS
990December 2024$12,642$29,945$501,068IRS
990December 2023-$1,243$29,027$518,394XML
990December 2022$13,146$29,807$548,802IRS
990December 2021–––IRS
990December 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 06-6539104).

Questions about HELEN@HAYS ALLHANDS SCHOLARSHIP TRUST

What is the EIN of HELEN@HAYS ALLHANDS SCHOLARSHIP TRUST?
The employer identification number (EIN) of HELEN@HAYS ALLHANDS SCHOLARSHIP TRUST is 06-6539104.
Is HELEN@HAYS ALLHANDS SCHOLARSHIP TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
Are donations to HELEN@HAYS ALLHANDS SCHOLARSHIP TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
Which annual return does HELEN@HAYS ALLHANDS SCHOLARSHIP TRUST file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of HELEN@HAYS ALLHANDS SCHOLARSHIP TRUST due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HELEN@HAYS ALLHANDS SCHOLARSHIP TRUST last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of HELEN@HAYS ALLHANDS SCHOLARSHIP TRUST?
The 990 for the year ended December 31, 2025 names MICHELLE MARNER.
Who are the officers and directors of HELEN@HAYS ALLHANDS SCHOLARSHIP TRUST?
The 990 for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $8,498 (NORTHWEST BANK, TRUSTEE).
How much revenue does HELEN@HAYS ALLHANDS SCHOLARSHIP TRUST have?
On its 990 for the year ended December 31, 2025 it reported revenue of $34,317, expenses of $29,690 and total assets of $506,151 at year end.

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