Nonprofit · EIN 26-6124487
OWEN AND MARY BROOKSHIRE SCHOLARSHIP FUND TR
Tax-exempt · MARIETTA, OH 45750
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $41,155 | $27,637 | $13,518 | $347,158 | $0 | $347,158 |
| December 31, 2024 | 990-PF | $39,668 | $25,462 | $14,206 | $333,632 | $0 | $333,632 |
| December 31, 2023 | 990-PF | $12,207 | $32,694 | -$20,487 | $319,504 | $0 | $319,504 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $14,170
- Net gain from sales of assets
- $26,985
Expenses
- Grants and similar amounts paid
- $19,200
- Compensation of officers, directors and key employees
- $6,166
- Disbursements for charitable purposes
- $22,923
- Excise tax on investment income
- $519
Balance sheet and other
- Total assets, start of year
- $333,632
- Total assets, end of year
- $347,158
- Total liabilities, end of year
- $0
- Net assets, end of year
- $347,158
- Fair market value of assets
- $512,643
- Qualifying distributions
- $22,923
- Net investment income
- $41,155
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 |
|---|---|---|---|
| PEOPLES BANK 48 N SOUTH STREET, WILMINGTON, OH 45177 | TRUSTEE | 1 | $6,166 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PEOPLES BANK 48 N SOUTH STREET, WILMINGTON, OH 45177 | TRUSTEE | 1 | $5,858 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PEOPLES BANK 48 N SOUTH STREET, WILMINGTON, OH 45177 | TRUSTEE | 0 | $5,380 |
Address and contacts
- Address (IRS master file)
- 138 PUTNAM ST, MARIETTA, OH 45750-2923
- In care of
- % NATIONAL BANK & TRUST CO
- Signed the 990-PF
- KELLI PARKS, Officer
- Phone
- (937) 382-1441
- Return prepared by
- ERNST & YOUNG 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 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
- 26-6124487
- 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
- 2008
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $347,158
- Income (IRS master file)
- $131,453
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $41,155 | $27,637 | $347,158 | IRS |
| 990-PF | December 2024 | $39,668 | $25,462 | $333,632 | IRS |
| 990-PF | December 2023 | $12,207 | $32,694 | $319,504 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2019 | – | – | – | IRS |
| 990-PF | September 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 26-6124487).
Questions about OWEN AND MARY BROOKSHIRE SCHOLARSHIP FUND TR
- What is the EIN of OWEN AND MARY BROOKSHIRE SCHOLARSHIP FUND TR?
- The employer identification number (EIN) of OWEN AND MARY BROOKSHIRE SCHOLARSHIP FUND TR is 26-6124487.
- Is OWEN AND MARY BROOKSHIRE SCHOLARSHIP FUND TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to OWEN AND MARY BROOKSHIRE SCHOLARSHIP FUND TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does OWEN AND MARY BROOKSHIRE SCHOLARSHIP FUND TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of OWEN AND MARY BROOKSHIRE SCHOLARSHIP FUND 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 OWEN AND MARY BROOKSHIRE SCHOLARSHIP FUND 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 OWEN AND MARY BROOKSHIRE SCHOLARSHIP FUND TR?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $6,166 (PEOPLES BANK, TRUSTEE).
- How much revenue does OWEN AND MARY BROOKSHIRE SCHOLARSHIP FUND TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $41,155, expenses of $27,637 and total assets of $347,158 at year end.
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All nonprofits in MARIETTA · Ohio · Philanthropy, voluntarism and grantmaking foundations