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Nonprofit · EIN 36-3532684

E C & JOHANNA LOMEN ANDERSON SCHOLARSHIP FUND

Also known as SANDERS BETTY TTEE

Tax-exempt · VERONA, WI 53593

Financials

$2K$1K2023$3K$1K2024$3K$5K2025
Revenue Expenses · by fiscal year end
Financials of E C & JOHANNA LOMEN ANDERSON SCHOLARSHIP FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$3,032$4,542-$1,510$65,052$0$65,052
December 31, 2024990-PF$2,592$1,032$1,560$66,562$0$66,562
December 31, 2023990-PF$2,269$1,002$1,267$65,002$0$65,002
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$500
Interest
$2,532

Expenses

Grants and similar amounts paid
$4,160
Disbursements for charitable purposes
$4,160
Excise tax on investment income
$35

Balance sheet and other

Total assets, start of year
$66,562
Total assets, end of year
$65,052
Total liabilities, end of year
$0
Net assets, end of year
$65,052
Fair market value of assets
$65,052
Qualifying distributions
$4,160
Net investment income
$2,532

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
KAREN AASEN
9308 CROSSWINDS LN, VERONA, WI 53593
TRUSTEE0$0
PETER FLETCHER
E7721 COUNTY RD SS, VIROQUA, WI 54665
SCHOLARSHIP0$0
SCOTT CASTILLO
2004 ASH ST, WAUKEGAN, IL 60087
SCHOLARSHIP0$0
ANNE PEARSON
401 GILLETTE ST APT 112, LA CROSSE, WI 54603
SCHOLARSHIP0$0
TIM GRIFFIN
209 CENTRAL AVE APT 4, COON VALLEY, WI 54623
SCHOLARSHIP0$0
MARY PESTA
716 CALEDONIA ST, LA CROSSE, WI 54603
SCHOLARSHIP0$0
990-PF for the year ended December 31, 2024: 6 people
NameTitleHours / weekCompensation
KAREN AASEN
9308 CROSSWINDS LN, VERONA, WI 53593
TRUSTEE0$0
PETER FLETCHER
E7721 COUNTY RD SS, VIROQUA, WI 54665
SCHOLARSHIP0$0
SCOTT CASTILLO
2004 ASH ST, WAUKEGAN, IL 60087
SCHOLARSHIP0$0
ANNE PEARSON
401 GILLETTE ST APT 112, LA CROSSE, WI 54603
SCHOLARSHIP0$0
TIM GRIFFIN
209 CENTRAL AVE APT 4, COON VALLEY, WI 54623
SCHOLARSHIP0$0
MARY PESTA
716 CALEDONIA ST, LA CROSSE, WI 54603
SCHOLARSHIP0$0
990-PF for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
KAREN AASEN
9308 CROSSWINDS LN, VERONA, WI 53593
TRUSTEE0$0
PETER FLETCHER
E7721 COUNTY RD SS, VIROQUA, WI 54665
SCHOLARSHIP0$0
SCOTT CASTILLO
2004 ASH ST, WAUKEGAN, IL 60087
SCHOLARSHIP0$0
ANNE PEARSON
401 GILLETTE ST APT 112, LA CROSSE, WI 54603
SCHOLARSHIP0$0
TIM GRIFFIN
209 CENTRAL AVE APT 4, COON VALLEY, WI 54623
SCHOLARSHIP0$0
MARY PESTA
716 CALEDONIA ST, LA CROSSE, WI 54603
SCHOLARSHIP0$0

Address and contacts

Address (IRS master file)
9308 CROSSWINDS LN, VERONA, WI 53593-7908
Signed the 990-PF
KAREN AASEN, TRUSTEE
Phone
(608) 848-4798
Return prepared by
EVENSTAD TAX & FINANCIAL SERVICES 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
36-3532684
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
1989
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$65,052
Income (IRS master file)
$3,032

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$3,032$4,542$65,052IRS
990-PFDecember 2024$2,592$1,032$66,562IRS
990-PFDecember 2023$2,269$1,002$65,002XML
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 36-3532684).

Questions about E C & JOHANNA LOMEN ANDERSON SCHOLARSHIP FUND

What is the EIN of E C & JOHANNA LOMEN ANDERSON SCHOLARSHIP FUND?
The employer identification number (EIN) of E C & JOHANNA LOMEN ANDERSON SCHOLARSHIP FUND is 36-3532684.
Is E C & JOHANNA LOMEN ANDERSON SCHOLARSHIP FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
Are donations to E C & JOHANNA LOMEN ANDERSON SCHOLARSHIP FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does E C & JOHANNA LOMEN ANDERSON SCHOLARSHIP FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of E C & JOHANNA LOMEN ANDERSON 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 E C & JOHANNA LOMEN ANDERSON 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 E C & JOHANNA LOMEN ANDERSON SCHOLARSHIP FUND?
The 990-PF for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
How much revenue does E C & JOHANNA LOMEN ANDERSON SCHOLARSHIP FUND have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $3,032, expenses of $4,542 and total assets of $65,052 at year end.

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