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Nonprofit · EIN 23-7146710

EATON & REED SCHOLARSHIP FUND TRUST AGENCY

Tax-exempt · DALLAS, TX 75265

Financials

$18K$25K2022$50K$30K2023$25K$41K2024
Revenue Expenses · by fiscal year end
Financials of EATON & REED SCHOLARSHIP FUND TRUST AGENCY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$25,353$41,136-$15,783$462,736$0$462,736
September 30, 2024990-PF$49,763$30,178$19,585$477,520$0$477,520
September 30, 2023990-PF$18,436$24,574-$6,138$456,594$0$456,594
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Dividends
$20,837
Net gain from sales of assets
$4,516

Expenses

Grants and similar amounts paid
$29,000
Compensation of officers, directors and key employees
$8,669
Disbursements for charitable purposes
$33,883
Excise tax on investment income
$266

Balance sheet and other

Total assets, start of year
$477,520
Total assets, end of year
$462,736
Total liabilities, end of year
$0
Net assets, end of year
$462,736
Fair market value of assets
$713,089
Qualifying distributions
$33,883
Net investment income
$25,353

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 September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
BANK OF AMERICA N A
100 WESTMINSTER ST, PROVIDENCE, RI 02903
AGENT FOR TRUSTEE1$8,669
MATTHEW GEARY
45 N SCHOOL ST, MANCHESTER, CT 06042
SUPERINT. OF SCHOOLS1$0
TRACY PATTERSON
45 N SCHOOL ST, MANCHESTER, CT 06042
BRD OF EDUCATION1$0
KATELYN MINER
134 MIDDLE TURNPIKE EAST, MANCHESTER, CT 06040
MANCHESTER HS PRIN1$0
990-PF for the year ended September 30, 2024: 5 people
NameTitleHours / weekCompensation
BANK OF AMERICA N A
100 WESTMINSTER ST, PROVIDENCE, RI 02903
AGENT FOR TRUSTEE1$8,113
MATTHEW GEARY
45 N SCHOOL ST, MANCHESTER, CT 06042
SUPERINT. OF SCHOOLS1$0
CHRIS PATTACINI
45 N SCHOOL ST, MANCHESTER, CT 06042
BOARD OF EDUCATION1$0
KATELYN MINER
45 N SCHOOL ST, MANCHESTER, CT 06042
PRINCIPAL OF MANCHESTER HS1$0
DARRYL THAMES
45 N SCHOOL ST, MANCHESTER, CT 06042
BOARD OF EDUCATION1$0
990-PF for the year ended September 30, 2023: 5 people
NameTitleHours / weekCompensation
BANK OF AMERICA N A
100 WESTMINSTER ST, PROVIDENCE, RI 02903
AGENT FOR TRUSTEE1$7,712
MATTHEW GEARY
45 N SCHOOL ST, MANCHESTER, CT 06042
SUPERINT. OF SCHOOLS1$0
CHRIS PATTACINI
45 N SCHOOL ST, MANCHESTER, CT 06042
BOARD OF EDUCATION1$0
KATELYN MINER
45 N SCHOOL ST, MANCHESTER, CT 06042
PRINCIPAL OF MANCHESTER HS1$0
DARRYL THAMES
45 N SCHOOL ST, MANCHESTER, CT 06042
BOARD OF EDUCATION1$0

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
In care of
% HARTFORD NATIONAL BANK & TRUST CO
Signed the 990-PF
MATTHEW GEARY, TRUSTEE
Phone
(888) 866-3275
Return prepared by
BANK OF AMERICA

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990-PF on file
2023September 30, 2024February 18, 2025990-PF on file

IRS record

EIN
23-7146710
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
1970
Accounting year ends
September
Files
Form 990-PF
Assets (IRS master file)
$462,736
Income (IRS master file)
$25,353

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025$25,353$41,136$462,736XML
990-PFSeptember 2024$49,763$30,178$477,520XML
990-PFSeptember 2023$18,436$24,574$456,594XML
990-PFSeptember 2022–––IRS
990-PFSeptember 2021–––IRS
990-PFSeptember 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 23-7146710).

Questions about EATON & REED SCHOLARSHIP FUND TRUST AGENCY

What is the EIN of EATON & REED SCHOLARSHIP FUND TRUST AGENCY?
The employer identification number (EIN) of EATON & REED SCHOLARSHIP FUND TRUST AGENCY is 23-7146710.
Is EATON & REED SCHOLARSHIP FUND TRUST AGENCY tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1970.
Are donations to EATON & REED SCHOLARSHIP FUND TRUST AGENCY tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does EATON & REED SCHOLARSHIP FUND TRUST AGENCY file?
Form 990-PF. Private foundations file every year.
When is the next return of EATON & REED SCHOLARSHIP FUND TRUST AGENCY due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did EATON & REED SCHOLARSHIP FUND TRUST AGENCY last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended September 2025.
Who are the officers and directors of EATON & REED SCHOLARSHIP FUND TRUST AGENCY?
The 990-PF for the year ended September 30, 2025 lists 4 people; 1 received compensation from the organization, the highest $8,669 (BANK OF AMERICA N A, AGENT FOR TRUSTEE).
How much revenue does EATON & REED SCHOLARSHIP FUND TRUST AGENCY have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $25,353, expenses of $41,136 and total assets of $462,736 at year end.

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