Nonprofit · EIN 38-6088245
MEDIO J BACCO MEMORIAL SCHOLARSHIP TRUST
Tax-exempt · MARQUETTE, MI 49855
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $54,217 | $39,303 | $14,914 | $609,604 | $0 | $609,604 |
| December 31, 2024 | 990 | $151,816 | $37,004 | $114,812 | $594,690 | $0 | $594,690 |
| December 31, 2023 | 990 | $34,075 | $32,704 | $1,371 | $479,878 | $0 | $479,878 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $54,217
- Net gain from sales of assets
- $35,271
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $25,625
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $25,625
- Management and general (functional)
- $13,678
Balance sheet and other
- Total assets, start of year
- $594,690
- Total assets, end of year
- $609,604
- Total liabilities, end of year
- $0
- Net assets, end of year
- $609,604
- Gross receipts
- $159,523
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1998
- State of legal domicile
- MI
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 |
|---|---|---|---|
| JERRY SARDINA | TRUSTEE Trustee or director | 2 | $0 |
| AMY RYAN | TRUSTEE Trustee or director | 2 | $0 |
| SHARI PICUCCI-WHITE | TRUSTEE Trustee or director | 2 | $0 |
| JON HARRY | TRUSTEE Trustee or director | 2 | $0 |
| CAROL QUANDT | TRUSTEE Trustee or director | 2 | $0 |
990 for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JERRY SARDINA | TRUSTEE Trustee or director | 2 | $0 |
| AMY RYAN | TRUSTEE Trustee or director | 2 | $0 |
| SHARI PICUCCI-WHITE | TRUSTEE Trustee or director | 2 | $0 |
| JON HARRY | TRUSTEE Trustee or director | 2 | $0 |
| CAROL QUANDT | TRUSTEE Trustee or director | 2 | $0 |
990 for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JERRY SARDINA | TRUSTEE Trustee or director | 2 | $0 |
| AMY RYAN | TRUSTEE Trustee or director | 2 | $0 |
| ROB LANGSFORD | TRUSTEE Trustee or director | 2 | $0 |
| JON HARRY | TRUSTEE Trustee or director | 2 | $0 |
| CAROL QUANDT | TRUSTEE Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 1502 W WASHINGTON ST, MARQUETTE, MI 49855-3118
- In care of
- % NORTHERN MICHIGAN BANK
- Principal officer (990 for 2025)
- JERRY SARDINA, 300 WEST B STREET, IRON MOUNTAIN, MI 49801
- Signed the 990
- JERRY SARDINA, TRUSTEE
- Phone
- (906) 228-6088
- Return prepared by
- FLEURY SINGLER & CO PC
Mission
TO GRANT COLLEGE SCHOLARSHIPS TO GRADUATING SENIORS OF IRON MOUNTAIN PUBLIC SCHOOL.
Program accomplishments
- ONLY ACTIVITY OF THE TRUST IS GRANTING COLLEGE SCHOLARSHIPS.Expenses $25,625 · grants $25,625
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
- 38-6088245
- 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
- 1960
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $609,604
- Income (IRS master file)
- $159,523
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $54,217 | $39,303 | $609,604 | IRS |
| 990 | December 2024 | $151,816 | $37,004 | $594,690 | IRS |
| 990 | December 2023 | $34,075 | $32,704 | $479,878 | XML |
| 990 | December 2022 | $8,217 | $44,598 | $478,507 | 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 38-6088245).
Questions about MEDIO J BACCO MEMORIAL SCHOLARSHIP TRUST
- What is the EIN of MEDIO J BACCO MEMORIAL SCHOLARSHIP TRUST?
- The employer identification number (EIN) of MEDIO J BACCO MEMORIAL SCHOLARSHIP TRUST is 38-6088245.
- Is MEDIO J BACCO MEMORIAL SCHOLARSHIP TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1960.
- Are donations to MEDIO J BACCO MEMORIAL SCHOLARSHIP TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does MEDIO J BACCO MEMORIAL SCHOLARSHIP TRUST 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 MEDIO J BACCO MEMORIAL SCHOLARSHIP 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 MEDIO J BACCO MEMORIAL SCHOLARSHIP TRUST 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 MEDIO J BACCO MEMORIAL SCHOLARSHIP TRUST?
- The 990 for the year ended December 31, 2025 names JERRY SARDINA.
- Who are the officers and directors of MEDIO J BACCO MEMORIAL SCHOLARSHIP TRUST?
- The 990 for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does MEDIO J BACCO MEMORIAL SCHOLARSHIP TRUST have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $54,217, expenses of $39,303 and total assets of $609,604 at year end.
Other nonprofits in MARQUETTE
- THE NORTHERN MICHIGAN UNIVERSITY FOUNDATION EIN 23-7034523 · last filed 990 for 2025
- UPPER PENINSULA HEALTH EDUCATION CORPORATION EIN 23-7360416 · last filed 990 for 2025
- REGIONAL EDUCATIONAL MEDIA CENTER ASSOCIATION OF MICHIGAN EIN 38-3562321 · last filed 990 for 2025
- PETER WHITE PUBLIC LIBRARY DEVELOPMENT FUND EIN 38-3397775 · last filed 990 for 2025
- IRON MOUNTAIN PUBLIC SCHOOL SCHOLARSHIP FOUNDATION EIN 91-1777447 · last filed 990 for 2025
- UPPER PENINSULA REGION OF LIBRARY COOPERATION EIN 38-2454580 · last filed 990 for 2025
- JOHN N MCNEIL AND STELLA M MCNEIL SCHOLARSHIP TR EIN 38-6788691 · last filed 990-PF for 2025
- ELDRED G MUGFORD IRREV DISTRIBUTION TR EIN 47-7279157 · last filed 990-PF for 2025