Nonprofit · EIN 20-7513951
S DUVALL & MAXINE L BELL AGRICULTURAL SCHOLARSHIP TR
Tax-exempt · SANTA ROSA, CA 95402
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $38,852 | $51,645 | -$12,793 | $681,467 | $0 | $681,467 |
| December 31, 2024 | 990-PF | $43,840 | $51,294 | -$7,454 | $693,690 | $0 | $693,690 |
| December 31, 2023 | 990-PF | $33,893 | $71,014 | -$37,121 | $701,216 | $0 | $701,216 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $29,483
- Net gain from sales of assets
- $9,369
Expenses
- Grants and similar amounts paid
- $36,000
- Compensation of officers, directors and key employees
- $11,194
- Disbursements for charitable purposes
- $40,552
- Excise tax on investment income
- $393
Balance sheet and other
- Total assets, start of year
- $693,690
- Total assets, end of year
- $681,467
- Total liabilities, end of year
- $0
- Net assets, end of year
- $681,467
- Fair market value of assets
- $923,075
- Qualifying distributions
- $40,552
- Net investment income
- $38,852
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EXCHANGE BANK 545 4TH STREET, SANTA ROSA, CA 954016323 | CORP TRUSTEE | 1 | $11,194 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EXCHANGE BANK 545 4TH STREET, SANTA ROSA, CA 954016323 | CORP TRUSTEE | 1 | $10,705 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EXCHANGE BANK 545 4TH STREET, SANTA ROSA, CA 954016323 | CORP TRUSTEE | 1 | $9,875 |
Address and contacts
- Address (IRS master file)
- PO BOX 208, SANTA ROSA, CA 95402-0208
- In care of
- % LINDA BURILLE
- Signed the 990-PF
- JOHN E MACKEY, TRUSTEE
- Phone
- (707) 524-3000
- Return prepared by
- ERNST & YOUNG LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 20-7513951 or by the name S DUVALL & MAXINE L BELL AGRICULTURAL SCHOLARSHIP TR.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-7513951
- 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
- 2013
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $681,467
- Income (IRS master file)
- $294,666
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $38,852 | $51,645 | $681,467 | IRS |
| 990-PF | December 2024 | $43,840 | $51,294 | $693,690 | IRS |
| 990-PF | December 2023 | $33,893 | $71,014 | $701,216 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | 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 20-7513951).
Questions about S DUVALL & MAXINE L BELL AGRICULTURAL SCHOLARSHIP TR
- What is the EIN of S DUVALL & MAXINE L BELL AGRICULTURAL SCHOLARSHIP TR?
- The employer identification number (EIN) of S DUVALL & MAXINE L BELL AGRICULTURAL SCHOLARSHIP TR is 20-7513951.
- Is S DUVALL & MAXINE L BELL AGRICULTURAL SCHOLARSHIP TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2013.
- Are donations to S DUVALL & MAXINE L BELL AGRICULTURAL SCHOLARSHIP TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does S DUVALL & MAXINE L BELL AGRICULTURAL SCHOLARSHIP TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of S DUVALL & MAXINE L BELL AGRICULTURAL SCHOLARSHIP TR 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 S DUVALL & MAXINE L BELL AGRICULTURAL SCHOLARSHIP TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of S DUVALL & MAXINE L BELL AGRICULTURAL SCHOLARSHIP TR?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $11,194 (EXCHANGE BANK, CORP TRUSTEE).
- How much revenue does S DUVALL & MAXINE L BELL AGRICULTURAL SCHOLARSHIP TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $38,852, expenses of $51,645 and total assets of $681,467 at year end.
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All nonprofits in SANTA ROSA · California · Philanthropy, voluntarism and grantmaking foundations