Nonprofit · EIN 20-3023033
TREY WHITESIDE MEMORIAL SCHOLARSHIP FUND
Tax-exempt · LINCOLNTON, NC 28093
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $31,856 | $22,359 | $9,497 | $156,425 | – | $156,425 |
| December 31, 2024 | 990-EZ | $27,357 | $17,079 | $10,278 | $146,928 | – | $146,928 |
| December 31, 2023 | 990-EZ | $26,102 | $13,720 | $12,382 | $136,650 | – | $136,650 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $19,929
- Investment income
- $4,109
- Net gain from sales of assets
- $7,818
Expenses
- Grants and similar amounts paid
- $13,500
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $1,000
- Other expenses
- $7,859
- Program services (functional)
- $14,500
Balance sheet and other
- Total assets, start of year
- $146,928
- Total assets, end of year
- $156,425
- Total liabilities, end of year
- –
- Net assets, end of year
- $156,425
- Cash, savings and investments
- $156,425
- Gross receipts
- $31,856
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-EZ for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DEAN WHITESIDE JR | TRUSTEE | 0.75 | $0 |
| TONI WHITESIDE | DIRECTOR/TRU | 1 | $0 |
| HAROLD WHITESIDE | TRUSTEE | 0.25 | $0 |
| MARSHA HELMS | TRUSTEE | 1 | $0 |
| MIKE BOWEN | TRUSTEE | 0.25 | $0 |
| DENNIS SCHRONCE | TRUSTEE | 0.25 | $0 |
| DEBORAH BALLARD | TRUSTEE | 0.25 | $0 |
| PATRICIA MOSTELLER | TRUSTEE | 0.25 | $0 |
990-EZ for the year ended December 31, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DEAN WHITESIDE JR | TRUSTEE | 0.75 | $0 |
| TONI WHITESIDE | DIRECTOR/TRU | 1 | $0 |
| HAROLD WHITESIDE | TRUSTEE | 0.25 | $0 |
| MARSHA HELMS | TRUSTEE | 1 | $0 |
| ARTIE SHIELDS | TRUSTEE | 0.25 | $0 |
| MIKE BOWEN | TRUSTEE | 0.25 | $0 |
| DENNIS SCHRONCE | TRUSTEE | 0.25 | $0 |
| DEBORAH BALLARD | TRUSTEE | 0.25 | $0 |
| PATRICIA MOSTELLER | TRUSTEE | 0.25 | $0 |
990-EZ for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DEAN WHITESIDE JR | TRUSTEE | 0.75 | $0 |
| TONI WHITESIDE | DIRECTOR/TRU | 1 | $0 |
| HAROLD WHITESIDE | TRUSTEE | 0.5 | $0 |
| MARSHA HELMS | TRUSTEE | 1.25 | $0 |
| ARTIE SHIELDS | TRUSTEE | 0.75 | $0 |
| MIKE BOWEN | TRUSTEE | 0.5 | $0 |
| DENNIS SCHRONCE | TRUSTEE | 0.5 | $0 |
| SCOTT GOODSON | TRUSTEE | 0.5 | $0 |
| DEBORAH BALLARD | TRUSTEE | 0.6 | $0 |
| PATRICIA MOSTELLER | TRUSTEE | 0.4 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 782, LINCOLNTON, NC 28093-0782
- In care of
- % HAROLD DEAN WHITESIDE JR
- Signed the 990-EZ
- TONI WHITESIDE, DIRECTOR/TRUSTEE
- Phone
- (704) 735-0995
- Return prepared by
- HARRISON & ASSOCIATES CPA PA
Mission
TO HONOR THE LIFE OF TREY WHITESIDE BY OFFERING EACH YEAR A SCHOLARSHIP TO A SENIOR IN EACH OF THE HIGH SCHOOLS IN LINCOLN COUNTY TO PROVIDE FINANCIAL SUPPORT FOR THEIR COLLEGE TUITION AND FEES.
Program accomplishments
- PROVIDED SCHOLARSHIPS TO A SENIOR IN EACH OF THE HIGH SCHOOLS IN LINCOLN COUNTY TO PROVIDE FINANCIAL SUPPORT FOR THEIR COLLEGE TUITION AND FEES.Expenses $14,500 · grants $13,500
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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 | 990-EZ on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 20-3023033
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2009
- Accounting year ends
- December
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $156,425
- Income (IRS master file)
- $31,856
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $31,856 | $22,359 | $156,425 | IRS |
| 990-EZ | December 2024 | $27,357 | $17,079 | $146,928 | IRS |
| 990-EZ | December 2023 | $26,102 | $13,720 | $136,650 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 2019 | – | – | – | IRS |
| 990-EZ | December 2018 | – | – | – | 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 20-3023033).
Questions about TREY WHITESIDE MEMORIAL SCHOLARSHIP FUND
- What is the EIN of TREY WHITESIDE MEMORIAL SCHOLARSHIP FUND?
- The employer identification number (EIN) of TREY WHITESIDE MEMORIAL SCHOLARSHIP FUND is 20-3023033.
- Is TREY WHITESIDE MEMORIAL SCHOLARSHIP FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to TREY WHITESIDE MEMORIAL SCHOLARSHIP FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does TREY WHITESIDE MEMORIAL SCHOLARSHIP FUND file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of TREY WHITESIDE MEMORIAL SCHOLARSHIP FUND 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 TREY WHITESIDE MEMORIAL SCHOLARSHIP FUND last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
- Who are the officers and directors of TREY WHITESIDE MEMORIAL SCHOLARSHIP FUND?
- The 990-EZ for the year ended December 31, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does TREY WHITESIDE MEMORIAL SCHOLARSHIP FUND have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $31,856, expenses of $22,359 and total assets of $156,425 at year end.
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