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Nonprofit · EIN 35-6034414

SOUTH BEND SCOTTISH RITE BENEVOLENT TRUST

Tax-exempt · SOUTH BEND, IN 46634

Financials

$25K$38K2023$126K$37K2024$32K$41K2025
Revenue Expenses · by fiscal year end
Financials of SOUTH BEND SCOTTISH RITE BENEVOLENT TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$32,453$40,641-$8,188$553,276$0$553,276
December 31, 2024990$126,015$37,005$89,010$561,464$0$561,464
December 31, 2023990-EZ$25,075$38,183-$13,108$472,454$0$472,454
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$32,453
Net gain from sales of assets
$5,596
Other revenue
$0

Expenses

Grants and similar amounts paid
$33,657
Compensation of officers, directors and key employees
$5,200
Salaries, compensation and benefits (total)
$5,200
Professional fundraising fees
$0
Accounting fees
$1,750
Program services (functional)
$33,657
Management and general (functional)
$6,984

Balance sheet and other

Total assets, start of year
$561,464
Total assets, end of year
$553,276
Total liabilities, end of year
$0
Net assets, end of year
$553,276
Publicly traded securities
$542,312
Gross receipts
$32,453
Employees
0
Year formed
1960
State of legal domicile
IN

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.

NameTitleHours / weekCompensation
1ST SOURCE BANKTRUSTEE
Institutional trustee
–$5,200
ROBERT KEUPERDIRECTOR
Officer
–$0
FRANCISCO FOTIADIRECTOR
Officer
–$0
TIMOTHY F LAWSONDIRECTOR
Officer
–$0
990 for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
1ST SOURCE BANKTRUSTEE
Institutional trustee
–$4,832
ROBERT KEUPERDIRECTOR
Officer
–$0
FRANCISCO FOTIADIRECTOR
Officer
–$0
TIMOTHY F LAWSONDIRECTOR
Officer
–$0
990-EZ for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
1ST SOURCE BANKTRUSTEE0$4,338
ROBERT KEUPERDIRECTOR0$0
FRANCISCO FOTIADIRECTOR0$0
TIMOTHY F LAWSONDIRECTOR0$0

Address and contacts

Address (IRS master file)
PO BOX 1602, SOUTH BEND, IN 46634-1602
In care of
% FIRST SOURCE BANK
Signed the 990
PAMELA STEARNS, OFFICER
Phone
(574) 235-2952

Mission

TO MAKE GRANTS TO EXEMPT ORGANIZATIONS

990 for the year ended December 31, 2025

Program accomplishments

  • GRANTS TO SOUTH BEND SCOTTISH RITE
    Expenses $33,657 · grants $33,657

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

File the 2026 990-N for SOUTH BEND SCOTTISH RITE BENEVOLENT TRUST

Due May 17, 2027 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
35-6034414
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1964
Accounting year ends
December
Files
Form 990-N (e-Postcard)
Assets (IRS master file)
$553,276
Income (IRS master file)
$32,453

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$32,453$40,641$553,276IRS
990December 2024$126,015$37,005$561,464IRS
990-EZDecember 2023$25,075$38,183$472,454XML
990-EZDecember 2022–––IRS
990-EZDecember 2021–––IRS
990December 2020–––IRS
990December 2019–––IRS
990-EZDecember 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 35-6034414).

Questions about SOUTH BEND SCOTTISH RITE BENEVOLENT TRUST

What is the EIN of SOUTH BEND SCOTTISH RITE BENEVOLENT TRUST?
The employer identification number (EIN) of SOUTH BEND SCOTTISH RITE BENEVOLENT TRUST is 35-6034414.
Is SOUTH BEND SCOTTISH RITE BENEVOLENT TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1964.
Are donations to SOUTH BEND SCOTTISH RITE BENEVOLENT TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does SOUTH BEND SCOTTISH RITE BENEVOLENT TRUST file?
Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
When is the next return of SOUTH BEND SCOTTISH RITE BENEVOLENT TRUST 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 SOUTH BEND SCOTTISH RITE BENEVOLENT TRUST last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who are the officers and directors of SOUTH BEND SCOTTISH RITE BENEVOLENT TRUST?
The 990 for the year ended December 31, 2025 lists 4 people; 1 received compensation from the organization, the highest $5,200 (1ST SOURCE BANK, TRUSTEE).
How much revenue does SOUTH BEND SCOTTISH RITE BENEVOLENT TRUST have?
On its 990 for the year ended December 31, 2025 it reported revenue of $32,453, expenses of $40,641 and total assets of $553,276 at year end.

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