Nonprofit · EIN 39-6510942
HOWARD G & DAISY JACKSON CHARITABLE SCHOLARSHIP TR
Tax-exempt · BELOIT, WI 53511
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-PF | $8,049 | $5,545 | $2,504 | $72,585 | $0 | $72,585 |
| June 30, 2025 | 990-PF | $5,905 | $5,115 | $790 | $70,076 | $0 | $70,076 |
| June 30, 2024 | 990-PF | $4,813 | $3,943 | $870 | $69,287 | $0 | $69,287 |
Financial details: 990-PF for the year ended June 30, 2026
Revenue
- Dividends
- $2,495
- Net gain from sales of assets
- $5,554
Expenses
- Grants and similar amounts paid
- $2,600
- Compensation of officers, directors and key employees
- $2,400
- Disbursements for charitable purposes
- $5,019
- Excise tax on investment income
- $105
Balance sheet and other
- Total assets, start of year
- $70,076
- Total assets, end of year
- $72,585
- Total liabilities, end of year
- $0
- Net assets, end of year
- $72,585
- Fair market value of assets
- $100,132
- Qualifying distributions
- $5,019
- Net investment income
- $8,049
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 June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| First National Bank and Trust Compa y 345 E Grand Ave, Beloit, WI 53511 | Trustee | 2 | $2,400 |
990-PF for the year ended June 30, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| First National Bank and Trust Compa y 345 E Grand Ave, Beloit, WI 53511 | Trustee | 2 | $2,400 |
990-PF for the year ended June 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| First National Bank and Trust Compa y 345 E Grand Ave, Beloit, WI 53511 | Trustee | 2 | $2,400 |
Address and contacts
- Address (IRS master file)
- 345 E GRAND AVE, BELOIT, WI 53511-6226
- In care of
- % FIRST NATIONL BANK OF MONROE TTEE
- Signed the 990-PF
- FRAN D SORENSON, Trust Officer
- Phone
- (608) 363-8164
- Return prepared by
- FIRST NATIONAL BANK AND TRUST CO
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | 990-PF on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 39-6510942
- 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
- 1990
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $72,585
- Income (IRS master file)
- $21,655
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2026 | $8,049 | $5,545 | $72,585 | XML |
| 990-PF | June 2025 | $5,905 | $5,115 | $70,076 | XML |
| 990-PF | June 2024 | $4,813 | $3,943 | $69,287 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | IRS |
| 990-PF | June 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 39-6510942).
Questions about HOWARD G & DAISY JACKSON CHARITABLE SCHOLARSHIP TR
- What is the EIN of HOWARD G & DAISY JACKSON CHARITABLE SCHOLARSHIP TR?
- The employer identification number (EIN) of HOWARD G & DAISY JACKSON CHARITABLE SCHOLARSHIP TR is 39-6510942.
- Is HOWARD G & DAISY JACKSON CHARITABLE SCHOLARSHIP TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
- Are donations to HOWARD G & DAISY JACKSON CHARITABLE SCHOLARSHIP TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HOWARD G & DAISY JACKSON CHARITABLE SCHOLARSHIP TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HOWARD G & DAISY JACKSON CHARITABLE SCHOLARSHIP TR due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HOWARD G & DAISY JACKSON CHARITABLE SCHOLARSHIP TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2026.
- Who are the officers and directors of HOWARD G & DAISY JACKSON CHARITABLE SCHOLARSHIP TR?
- The 990-PF for the year ended June 30, 2026 lists 1 person; 1 received compensation from the organization, the highest $2,400 (First National Bank and Trust Compa y, Trustee).
- How much revenue does HOWARD G & DAISY JACKSON CHARITABLE SCHOLARSHIP TR have?
- On its 990-PF for the year ended June 30, 2026 it reported revenue of $8,049, expenses of $5,545 and total assets of $72,585 at year end.
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