Nonprofit · EIN 38-2402732
MONSIGNOR FORBES SCHOLARSHIP FUND TRUST AGREEMENT
Tax-exempt · SAGINAW, MI 48603
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-EZ | $6,715 | $87,090 | -$80,375 | $176,216 | $0 | $176,216 |
| December 31, 2023 | 990-EZ | $99,369 | $92,425 | $6,944 | $256,591 | $0 | $256,591 |
Financial details: 990-EZ for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $6,540
- Investment income
- $175
Expenses
- Grants and similar amounts paid
- $82,150
- Compensation of officers, directors and key employees
- $0
- Other expenses
- $4,940
- Program services (functional)
- $82,150
Balance sheet and other
- Total assets, start of year
- $256,591
- Total assets, end of year
- $176,216
- Total liabilities, end of year
- $0
- Net assets, end of year
- $176,216
- Cash, savings and investments
- $176,216
- Gross receipts
- $6,715
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-EZ for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JERD A CLAYTON JR | CO-TRUSTEE | 0.5 | $0 |
| GENEVIEVE MENDOZA | CO-TRUSTEE | 0.5 | $0 |
| JOSE SALINAS | CO-TRUSTEE | 0.5 | $0 |
| PATRICK KALTENBACH | CO-TRUSTEE | 0.5 | $0 |
| BRIDGET LOOBY | CO-TRUSTEE | 0.5 | $0 |
990-EZ for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JERD A CLAYTON JR | CO-TRUSTEE | 0.5 | $0 |
| GENEVIEVE MENDOZA | CO-TRUSTEE | 0.5 | $0 |
| JOSE SALINAS | CO-TRUSTEE | 0.5 | $0 |
| PATRICK KALTENBACH | CO-TRUSTEE | 0.5 | $0 |
| BRIDGET LOOBY | CO-TRUSTEE | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 6180 STATE ST, SAGINAW, MI 48603-3425
- Signed the 990-EZ
- JERD A CLAYTON JR, CO-TRUSTEE
- Phone
- (989) 799-8744
- Return prepared by
- REHMANN ROBSON LLC
Mission
DISTRIBUTION OF SCHOLARSHIPS TO QUALIFIED INDIVIDUALS BASED ON FINANCIAL NEED, EDUCATIONAL AND OCCUPATIONAL GOALS, GPA, AND RECOMMENDATIONS.
Program accomplishments
- SCHOLARSHIPS AWARDED TO 163 QUALIFIED STUDENTS BASED UPON FINANCIAL NEED, EDUCATIONAL AND OCCUPATIONAL GOALS, GRADE POINT AND RECOMMENDATIONS. COMPLETE LIST AVAILABLE UPON REQUEST.Expenses $82,150 · grants $6,540
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 38-2402732
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1982
- Accounting year ends
- December
- Files
- Form 990-N (e-Postcard)
- Assets (IRS master file)
- $176,216
- Income (IRS master file)
- $6,715
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2024 | $6,715 | $87,090 | $176,216 | XML |
| 990-EZ | December 2023 | $99,369 | $92,425 | $256,591 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | 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 38-2402732).
Questions about MONSIGNOR FORBES SCHOLARSHIP FUND TRUST AGREEMENT
- What is the EIN of MONSIGNOR FORBES SCHOLARSHIP FUND TRUST AGREEMENT?
- The employer identification number (EIN) of MONSIGNOR FORBES SCHOLARSHIP FUND TRUST AGREEMENT is 38-2402732.
- Is MONSIGNOR FORBES SCHOLARSHIP FUND TRUST AGREEMENT tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1982.
- Are donations to MONSIGNOR FORBES SCHOLARSHIP FUND TRUST AGREEMENT tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MONSIGNOR FORBES SCHOLARSHIP FUND TRUST AGREEMENT file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of MONSIGNOR FORBES SCHOLARSHIP FUND TRUST AGREEMENT due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MONSIGNOR FORBES SCHOLARSHIP FUND TRUST AGREEMENT last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2024.
- Who are the officers and directors of MONSIGNOR FORBES SCHOLARSHIP FUND TRUST AGREEMENT?
- The 990-EZ for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
- How much revenue does MONSIGNOR FORBES SCHOLARSHIP FUND TRUST AGREEMENT have?
- On its 990-EZ for the year ended December 31, 2024 it reported revenue of $6,715, expenses of $87,090 and total assets of $176,216 at year end.
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