Nonprofit · EIN 27-0244092
PAT KARLBERG LOST MONEY SCHOLARSHIP FOUNDATION
Tax-exempt · BELLINGHAM, WA 98225
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $154 | $48 | $106 | $222 | $0 | $222 |
| December 31, 2024 | 990-EZ | $28 | $200 | -$172 | $116 | $0 | $116 |
| December 31, 2023 | 990-EZ | $35 | $478 | -$443 | $209 | $0 | $209 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $126
- Program service revenue
- $28
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $28
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Other expenses
- $20
- Program services (functional)
- $20
Balance sheet and other
- Total assets, start of year
- $116
- Total assets, end of year
- $222
- Total liabilities, end of year
- $0
- Net assets, end of year
- $222
- Cash, savings and investments
- $222
- Gross receipts
- $154
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 |
|---|---|---|---|
| Jud Sherwood | President/Treasurer | 1 | $0 |
| Pat Karlberg | Secretary | 1 | $0 |
| Dan Boxberger | Director | 1 | $0 |
990-EZ for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jud Sherwood | President/Treasurer | 1 | $0 |
| Pat Karlberg | Secretary | 1 | $0 |
| Stephanie Straight | Vice President | 1 | $0 |
| Janet Lightner | Director | 1 | $0 |
| Dan Boxberger | Director | 1 | $0 |
990-EZ for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jud Sherwood | President/Treasurer | 1 | $0 |
| Pat Karlberg | Secretary | 1 | $0 |
| Stephanie Straight | Vice President | 1 | $0 |
| Norm Lane | Director | 1 | $0 |
| Janet Lightner | Director | 1 | $0 |
| Dan Boxberger | Director | 1 | $0 |
| Pat Sherman | Director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 413 MOREY AVE, BELLINGHAM, WA 98225-6344
- In care of
- % JUD SHERWOOD
- Signed the 990-EZ
- Jud Sherwood, President
- Phone
- (360) 650-1066
Mission
Connecting organizations that care with people who matter.
Program accomplishments
- Grant Making Fund: Receives interest and earned income from program services to disburse special grants.Expenses $20 · grants $28
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
- 27-0244092
- 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
- 2010
- Accounting year ends
- December
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $222
- Income (IRS master file)
- $154
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $154 | $48 | $222 | XML |
| 990-EZ | December 2024 | $28 | $200 | $116 | XML |
| 990-EZ | December 2023 | $35 | $478 | $209 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | 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 27-0244092).
Questions about PAT KARLBERG LOST MONEY SCHOLARSHIP FOUNDATION
- What is the EIN of PAT KARLBERG LOST MONEY SCHOLARSHIP FOUNDATION?
- The employer identification number (EIN) of PAT KARLBERG LOST MONEY SCHOLARSHIP FOUNDATION is 27-0244092.
- Is PAT KARLBERG LOST MONEY SCHOLARSHIP FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to PAT KARLBERG LOST MONEY SCHOLARSHIP FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PAT KARLBERG LOST MONEY SCHOLARSHIP FOUNDATION file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of PAT KARLBERG LOST MONEY SCHOLARSHIP FOUNDATION 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 PAT KARLBERG LOST MONEY SCHOLARSHIP FOUNDATION 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 PAT KARLBERG LOST MONEY SCHOLARSHIP FOUNDATION?
- The 990-EZ for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does PAT KARLBERG LOST MONEY SCHOLARSHIP FOUNDATION have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $154, expenses of $48 and total assets of $222 at year end.
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