Nonprofit · EIN 30-6151406
ROSELLI FAM SCHOLARSHIP TR
Tax-exempt · BARRE, VT 05641
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $149,846 | $212,399 | -$62,553 | $4,454,665 | $0 | $4,454,665 |
| December 31, 2024 | 990 | $875,459 | $202,314 | $673,145 | $4,517,218 | $0 | $4,517,218 |
| December 31, 2023 | 990 | $36,663 | $197,373 | -$160,710 | $3,844,073 | $0 | $3,844,073 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $146,459
- Net gain from sales of assets
- -$6,906
- Other revenue
- $3,387
Expenses
- Grants and similar amounts paid
- $175,958
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $1,600
- Program services (functional)
- $175,958
- Management and general (functional)
- $36,441
Balance sheet and other
- Total assets, start of year
- $4,517,218
- Total assets, end of year
- $4,454,665
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,454,665
- Publicly traded securities
- $4,454,665
- Gross receipts
- $1,067,577
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2007
- State of legal domicile
- VT
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 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| COMMUNITY FINANCIAL SERVICES GROUP | (CFSG) TRUSTEE Institutional trustee | 1.5 | $0 | $19,941 |
990 for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| COMMUNITY FINANCIAL SERVICES GROUP | (CFSG) TRUSTEE Institutional trustee | 1.5 | $0 | $18,730 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| COMMUNITY FINANCIAL SERVICES GROUP | (CFSG) TRUSTEE Institutional trustee | 1.5 | $0 |
Address and contacts
- Address (IRS master file)
- C/O CFSG 316 N MAIN ST, BARRE, VT 05641-0000
- In care of
- % COMMUNITY FINANCIAL SERVICES GRP
- Principal officer (990 for 2025)
- CFSG, 316 NORTH MAIN ST, BARRE, VT 05641
- Signed the 990
- JOSEPH P PREDDY, TRUSTEE
- Phone
- (802) 479-0645
- Return prepared by
- Salvador and Babic PC
Mission
MOST SIGNIFICANT ACTIVITY & MISSION IS TO HOLD, MANAGE, ADMINISTER AND DISTRIBUTE SCHOLARSHIP FUNDS TO BENEFIT STUDENTS THAT ARE RESIDENTS OF THE CITY OF MONTPELIER AND HAVE GRADUATED FROM ITS DESIGNATED HIGH SCHOOL
Program accomplishments
- THROUGH LOCAL HIGH SCHOOL, DISTRIBUTED TOTAL INSTALLMENT OF MULTI-YEAR SCHOLARSHIPS TO 61 STUDENTS. DISTRIBUTED FIRST INSTALLMENT TO 26 STUDENTS, DISTRIBUTED SECOND INSTALLMENT TO 17 STUDENTS, DISTRIBUTED THIRD INSTALLMENT TO 8 STUDENTS, AND DISTRIBUTED FOURTH INSTALLMENT TO 10 STUDENTS TO ATTEND VARIOUS POST SECONDARY EDUCATIONAL INSTITUTIONS.Expenses $175,958 · grants $175,958
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 30-6151406
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2008
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $4,454,665
- Income (IRS master file)
- $1,067,577
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $149,846 | $212,399 | $4,454,665 | XML |
| 990 | December 2024 | $875,459 | $202,314 | $4,517,218 | XML |
| 990 | December 2023 | $36,663 | $197,373 | $3,844,073 | XML |
| 990 | December 2022 | $110,988 | $175,313 | $4,004,783 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 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 30-6151406).
Questions about ROSELLI FAM SCHOLARSHIP TR
- What is the EIN of ROSELLI FAM SCHOLARSHIP TR?
- The employer identification number (EIN) of ROSELLI FAM SCHOLARSHIP TR is 30-6151406.
- Is ROSELLI FAM SCHOLARSHIP TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to ROSELLI FAM SCHOLARSHIP TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does ROSELLI FAM SCHOLARSHIP TR file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ROSELLI FAM 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 ROSELLI FAM SCHOLARSHIP TR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of ROSELLI FAM SCHOLARSHIP TR?
- The 990 for the year ended December 31, 2025 names CFSG.
- Who are the officers and directors of ROSELLI FAM SCHOLARSHIP TR?
- The 990 for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does ROSELLI FAM SCHOLARSHIP TR have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $149,846, expenses of $212,399 and total assets of $4,454,665 at year end.
Other nonprofits in BARRE
- CENTRAL VERMONT ADULT BASIC EDUCATION INC EIN 03-0238309 · last filed 990 for 2025
- MONTESSORI SCHOOL OF CENTRAL VERMONT INC EIN 03-0225887 · last filed 990 for 2025
- SPAULDING HIGH SCHOOL SCHOLARSHIP TR EIN 47-6752253 · last filed 990 for 2025
- ALDRICH PUBLIC LIBRARY EIN 03-0179303 · last filed 990 for 2025
- RONALD J YORK SCHOLARSHIP FUND EIN 27-0667297 · last filed 990-PF for 2026
- NEW ENGLAND CENTER FOR ATTENTION AND LEARNING INC EIN 88-3145750 · last filed 990 for 2025
- STEPHEN MONTGOMERY SCHOLARSHIP FUND EIN 85-6775101 · last filed 990-PF for 2025
- BARRE EDUCATORS ASSOCIATION EIN 51-0612269 · last filed 990-N for 2024