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Nonprofit · EIN 27-6885713

ALLEN SCHWARTZ SCHOLARSHIP TR

Also known as ALLEN AUGUST SCHWARTZ TTEE

Tax-exempt · KIRKLAND, WA 98033

Financials

$3K$02023$3K$02024$1M$6K2025
Revenue Expenses · by fiscal year end
Financials of ALLEN SCHWARTZ SCHOLARSHIP TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$1,009,903$6,000$1,003,903$1,005,874$0$1,005,874
December 31, 2024990-PF$3,000$0$3,000$3,010$0$3,010
December 31, 2023990-PF$3,000$0$3,000$3,160$0$3,160
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$1,004,968
Dividends
$4,929
Interest
$6

Expenses

Grants and similar amounts paid
$6,000
Disbursements for charitable purposes
$6,000
Excise tax on investment income
$69

Balance sheet and other

Total assets, start of year
$3,010
Total assets, end of year
$1,005,874
Total liabilities, end of year
$0
Net assets, end of year
$1,005,874
Fair market value of assets
$1,005,874
Qualifying distributions
$57,000
Net investment income
$4,935

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.

NameTitleHours / weekCompensation
ALLEN SCHWARTZ
14 MAIN ST S - UNIT 300, KIRKLAND, WA 98033
PRINC OFFICER0$0
DUSTIN GORDON
PO BOX 399, FAIRFIELD, MT 59436
President0$0
MARCA GIBSON
PO BOX 833, FAIRFIELD, MT 59436
Secretary-Treas0$0
TERRY STENGRIMSON
124 10TH LN NE, POWER, MT 59468
Trustee0$0
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
Allen Schwartz
409 5th Ave W, Kirkland, WA 98033
Principal Officer1$0
Dustin Gordon
P O Box 399, Fairfield, MT 59346
President1$0
Marca Gibson
901 3rd Ave N, Fairfield, MT 59346
Secretary Treasurer1$0
Terry Stengrimson
124 10th Lane NE, Power, MT 59468
Greenfield Trustee1$0
Chris Christensen
P O Box 866, Fairfield, MT 59468
Fairfield Trustee1$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
Allen Schwartz
409 5th Ave W, Kirkland, WA 98033
Principal Officer1$0
Dustin Gordon
P O Box 399, Fairfield, MT 59346
President1$0
Marca Gibson
901 3rd Ave N, Fairfield, MT 59346
Secretary Treasurer1$0
Terry Stengrimson
124 10th Lane NE, Power, MT 59468
Greenfield Trustee1$0
Chris Christensen
P O Box 866, Fairfield, MT 59468
Fairfield Trustee1$0

Address and contacts

Address (IRS master file)
14 MAIN ST S UNIT 300, KIRKLAND, WA 98033-6327
In care of
% ALLEN SCHWARTZ
Signed the 990-PF
MARCA GIBSON, Secretary-Treas
Phone
(425) 543-7842
Return prepared by
Teton Accounting Inc

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
27-6885713
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
2010
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Education (B82)
Assets (IRS master file)
$1,005,874
Income (IRS master file)
$1,009,903

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$1,009,903$6,000$1,005,874IRS
990-PFDecember 2024$3,000$0$3,010XML
990-PFDecember 2023$3,000$0$3,160XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 27-6885713).

Questions about ALLEN SCHWARTZ SCHOLARSHIP TR

What is the EIN of ALLEN SCHWARTZ SCHOLARSHIP TR?
The employer identification number (EIN) of ALLEN SCHWARTZ SCHOLARSHIP TR is 27-6885713.
Is ALLEN SCHWARTZ SCHOLARSHIP TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
Are donations to ALLEN SCHWARTZ SCHOLARSHIP TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ALLEN SCHWARTZ SCHOLARSHIP TR file?
Form 990-PF. Private foundations file every year.
When is the next return of ALLEN SCHWARTZ 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 ALLEN SCHWARTZ 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 ALLEN SCHWARTZ SCHOLARSHIP TR?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does ALLEN SCHWARTZ SCHOLARSHIP TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,009,903, expenses of $6,000 and total assets of $1,005,874 at year end.

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