Nonprofit · EIN 27-7117967
HELEN BATES SCHOLARSHIP FUND
Also known as WARD P BACON TTEE
Tax-exempt · SUAMICO, WI 54173
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $157,150 | $52,307 | $104,843 | $601,338 | $0 | $601,338 |
| December 31, 2024 | 990-PF | $110,456 | $82,400 | $28,056 | $496,495 | $0 | $496,495 |
| December 31, 2023 | 990-PF | $168,801 | $68,165 | $100,636 | $468,439 | $0 | $468,439 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Interest
- $43,959
- Net rental income
- -$7,070
- Net gain from sales of assets
- $112,490
Expenses
- Grants and similar amounts paid
- $35,750
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $35,750
- Excise tax on investment income
- $1,967
Balance sheet and other
- Total assets, start of year
- $496,495
- Total assets, end of year
- $601,338
- Total liabilities, end of year
- $0
- Net assets, end of year
- $601,338
- Fair market value of assets
- $601,338
- Qualifying distributions
- $35,750
- Net investment income
- $157,150
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 |
|---|---|---|---|
| WARD BACON 2068 NORFIELD ROAD, SUAMICO, WI 54173 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WARD BACON 2068 NORFIELD ROAD, SUAMICO, WI 54173 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WARD BACON 2068 NORFIELD ROAD, SUAMICO, WI 54173 | CO-TRUSTEE | 1 | $0 |
| ESTHER WENRICH 841 HIGHLAND AVENUE 211 JERICHO, MANOR, JENKINTOWN, PA 19046 | CO-TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2068 NORFIELD RD, SUAMICO, WI 54173-8455
- In care of
- % WARD BACON TTEE
- Signed the 990-PF
- WARD BACON, TREASURER
- Phone
- (920) 370-2831
- Return prepared by
- PINNACLE CONSULTING GROUP LLC
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
- 27-7117967
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $601,338
- Income (IRS master file)
- $157,150
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $157,150 | $52,307 | $601,338 | IRS |
| 990-PF | December 2024 | $110,456 | $82,400 | $496,495 | IRS |
| 990-PF | December 2023 | $168,801 | $68,165 | $468,439 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 27-7117967).
Questions about HELEN BATES SCHOLARSHIP FUND
- What is the EIN of HELEN BATES SCHOLARSHIP FUND?
- The employer identification number (EIN) of HELEN BATES SCHOLARSHIP FUND is 27-7117967.
- Is HELEN BATES SCHOLARSHIP FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does HELEN BATES SCHOLARSHIP FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HELEN BATES SCHOLARSHIP FUND 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 HELEN BATES SCHOLARSHIP FUND 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 HELEN BATES SCHOLARSHIP FUND?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does HELEN BATES SCHOLARSHIP FUND have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $157,150, expenses of $52,307 and total assets of $601,338 at year end.
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