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Nonprofit · EIN 36-7112890

SAMUEL N BEMIS SCHOLARSHIP FUND

Tax-exempt · CINCINNATI, OH 45263

Financials

$73K$89K2023$140K$90K2024$191K$101K2025
Revenue Expenses · by fiscal year end
Financials of SAMUEL N BEMIS SCHOLARSHIP FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$191,144$100,866$90,278$1,341,131$0$1,341,131
December 31, 2024990-PF$140,145$90,284$49,861$1,250,899$0$1,250,899
December 31, 2023990-PF$72,787$88,706-$15,919$1,200,912$0$1,200,912
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$33,835
Net gain from sales of assets
$157,263
Other income
$46

Expenses

Grants and similar amounts paid
$67,523
Compensation of officers, directors and key employees
$22,011
Disbursements for charitable purposes
$79,092
Excise tax on investment income
$2,389

Balance sheet and other

Total assets, start of year
$1,250,899
Total assets, end of year
$1,341,131
Total liabilities, end of year
$0
Net assets, end of year
$1,341,131
Fair market value of assets
$1,587,940
Qualifying distributions
$79,092
Net investment income
$191,059

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
FIFTH THIRD BANK N A
38 FOUNTAIN SQUARE PLZ MD1090VD, CINCINNATI, OH 45202
TRUSTEE1$22,011
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
FIFTH THIRD BANK N A
38 FOUNTAIN SQUARE PLZ MD1090VD, CINCINNATI, OH 45202
TRUSTEE1$20,987
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
FIFTH THIRD BANK N A
38 FOUNTAIN SQUARE PLZ MD1090VD, CINCINNATI, OH 45202
TRUSTEE1$18,955

Address and contacts

Address (IRS master file)
PO BOX 630858, CINCINNATI, OH 45263-0858
In care of
% MR J FRANK DALY PINNACLE BANK
Signed the 990-PF
MATTHEW CAROTHERS, Trustee
Phone
(513) 534-5310
Return prepared by
PWC US TAX LLP

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
36-7112890
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
1995
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Education (B82Z)
Assets (IRS master file)
$1,341,131
Income (IRS master file)
$607,674

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$191,144$100,866$1,341,131IRS
990-PFDecember 2024$140,145$90,284$1,250,899XML
990-PFDecember 2023$72,787$88,706$1,200,912XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 36-7112890).

Questions about SAMUEL N BEMIS SCHOLARSHIP FUND

What is the EIN of SAMUEL N BEMIS SCHOLARSHIP FUND?
The employer identification number (EIN) of SAMUEL N BEMIS SCHOLARSHIP FUND is 36-7112890.
Is SAMUEL N BEMIS SCHOLARSHIP FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
Are donations to SAMUEL N BEMIS SCHOLARSHIP FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SAMUEL N BEMIS SCHOLARSHIP FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of SAMUEL N BEMIS 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 SAMUEL N BEMIS 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 SAMUEL N BEMIS SCHOLARSHIP FUND?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $22,011 (FIFTH THIRD BANK N A, TRUSTEE).
How much revenue does SAMUEL N BEMIS SCHOLARSHIP FUND have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $191,144, expenses of $100,866 and total assets of $1,341,131 at year end.

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