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Nonprofit · EIN 20-4143271

TREK SCHOLARSHIP FOUNDATION INC

Tax-exempt · WATERLOO, WI 53594

Financials

$94K$586K2022$143K$145K2023$370K$446K2024
Revenue Expenses · by fiscal year end
Financials of TREK SCHOLARSHIP FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
July 31, 2025990-PF$370,282$445,729-$75,447$2,854,754$0$2,854,754
July 31, 2024990-PF$143,056$145,365-$2,309$2,930,201$0$2,930,201
July 31, 2023990-PF$93,759$585,927-$492,168$2,927,510$0$2,927,510
Financial details: 990-PF for the year ended July 31, 2025

Revenue

Dividends
$94,323
Net gain from sales of assets
$274,603
Other income
$1,356

Expenses

Grants and similar amounts paid
$385,500
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$406,762
Excise tax on investment income
$4,605

Balance sheet and other

Total assets, start of year
$2,930,201
Total assets, end of year
$2,854,754
Total liabilities, end of year
$0
Net assets, end of year
$2,854,754
Fair market value of assets
$3,682,732
Qualifying distributions
$406,762
Net investment income
$370,282

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 July 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
ELAINE BURKE
W308 N6 183 SHORE ACRES ROAD, HARTLAND, WI 53029
PRESIDENT/DIRECTOR10$0
MICHELE DEUBEL
W308 N6 184 SHORE ACRES ROAD, HARTLAND, WI 53029
SECRETARY/TREASURER/DIRECTOR10$0
MARK JOSLYN
7905 WOOD POND TRAIL, CROSS PLAINS, WI 53528
DIRECTOR10$0
990-PF for the year ended July 31, 2024: 3 people
NameTitleHours / weekCompensation
ELAINE BURKE
W308 N6 183 SHORE ACRES ROAD, HARTLAND, WI 53029
PRESIDENT/DIRECTOR10$0
MICHELE DEUBEL
W308 N6 184 SHORE ACRES ROAD, HARTLAND, WI 53029
SECRETARY/TREASURER/DIRECTOR10$0
MARK JOSLYN
7905 WOOD POND TRAIL, CROSS PLAINS, WI 53528
DIRECTOR10$0
990-PF for the year ended July 31, 2023: 3 people
NameTitleHours / weekCompensation
ELAINE BURKE
W308 N6 183 SHORE ACRES ROAD, HARTLAND, WI 53029
PRESIDENT/DIRECTOR10$0
MICHELE DEUBEL
W308 N6 184 SHORE ACRES ROAD, HARTLAND, WI 53029
SECRETARY/TREASURER/DIRECTOR10$0
MARK JOSLYN
7905 WOOD POND TRAIL, CROSS PLAINS, WI 53528
DIRECTOR10$0

Address and contacts

Address (IRS master file)
801 W MADISON ST, WATERLOO, WI 53594-1379
In care of
% MARJORIE BRUHA
Signed the 990-PF
JASON SCHROEDER, DIRECTOR
Phone
(800) 313-8725
Return prepared by
RSM US 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 July, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025July 31, 2026December 15, 2026Not due yet
2024July 31, 2025December 15, 2025990-PF on file
2023July 31, 2024December 16, 2024990-PF on file

IRS record

EIN
20-4143271
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
2006
Accounting year ends
July
Files
Form 990-PF
Category (NTEE)
Education (B82)
Assets (IRS master file)
$2,854,754
Income (IRS master file)
$1,097,927

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJuly 2025$370,282$445,729$2,854,754XML
990-PFJuly 2024$143,056$145,365$2,930,201IRS
990-PFJuly 2023$93,759$585,927$2,927,510XML
990-PFJuly 2022–––IRS
990-PFJuly 2021–––IRS
990-PFJuly 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 20-4143271).

Questions about TREK SCHOLARSHIP FOUNDATION INC

What is the EIN of TREK SCHOLARSHIP FOUNDATION INC?
The employer identification number (EIN) of TREK SCHOLARSHIP FOUNDATION INC is 20-4143271.
Is TREK SCHOLARSHIP FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
Are donations to TREK SCHOLARSHIP FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does TREK SCHOLARSHIP FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of TREK SCHOLARSHIP FOUNDATION INC due?
The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did TREK SCHOLARSHIP FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended July 2025.
Who are the officers and directors of TREK SCHOLARSHIP FOUNDATION INC?
The 990-PF for the year ended July 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does TREK SCHOLARSHIP FOUNDATION INC have?
On its 990-PF for the year ended July 31, 2025 it reported revenue of $370,282, expenses of $445,729 and total assets of $2,854,754 at year end.

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