Nonprofit · EIN 41-0797340
MARSHALL H AND NELLIE ALWORTH MEMORIAL FUND
Tax-exempt · DULUTH, MN 55802
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $3,276,321 | $1,964,136 | $1,312,185 | $18,429,030 | $23,159 | $18,405,871 |
| June 30, 2024 | 990-PF | $2,793,992 | $1,590,500 | $1,203,492 | $16,689,998 | $39,861 | $16,650,137 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $2,005,493
- Dividends
- $1,105,287
- Interest
- $14,199
- Net gain from sales of assets
- $16,755
- Other income
- $134,587
Expenses
- Grants and similar amounts paid
- $1,509,500
- Compensation of officers, directors and key employees
- $63,372
- Salaries, compensation and benefits (total)
- $71,383
- Disbursements for charitable purposes
- $1,760,296
- Excise tax on investment income
- $15,157
Balance sheet and other
- Total assets, start of year
- $16,689,998
- Total assets, end of year
- $18,429,030
- Total liabilities, end of year
- $23,159
- Net assets, end of year
- $18,405,871
- Fair market value of assets
- $18,429,030
- Qualifying distributions
- $1,760,296
- Net investment income
- $1,270,828
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PATTY SALO DOWNS 402 ALWORTH BUILDING, DULUTH, MN 55802 | EXEC.DIREC/S | 40 | $59,172 |
| MARIETA JOHNSON 402 ALWORTH BUILDING, DULUTH, MN 55802 | PRESIDENT | 1 | $600 |
| PATTY PHILLIPS 402 ALWORTH BUILDING, DULUTH, MN 55802 | DIRECTOR | 1 | $600 |
| KURT BROOKS 402 ALWORTH BUILDING, DULUTH, MN 55802 | DIRECTOR | 1 | $600 |
| CHARLES BLACK LANCE 402 ALWORTH BUILDING, DULUTH, MN 55802 | DIRECTOR | 1 | $600 |
| MICHELLE ARNHOLD DAVIES 402 ALWORTH BUILDING, DULUTH, MN 55802 | DIRECTOR | 1 | $600 |
| MAGGIE SKELTON 402 ALWORTH BUILDING, DULUTH, MN 55802 | VICE PRESIDE | 1 | $400 |
| ERIC ALBRECHT 402 ALWORTH BUILDING, DULUTH, MN 55802 | TREASURER | 1 | $400 |
| DR HEIDI HAHN 402 ALWORTH BUILDING, DULUTH, MN 55802 | DIRECTOR | 1 | $400 |
| NICK ALWORTH 402 ALWORTH BUILDING, DULUTH, MN 55802 | CO-TRUSTEE | 1 | $0 |
990-PF for the year ended June 30, 2024: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PATTY SALO DOWNS 402 ALWORTH BUILDING, DULUTH, MN 55802 | EXECUTIVE DI | 40 | $68,879 |
| MARIETA JOHNSON 402 ALWORTH BUILDING, DULUTH, MN 55802 | PRESIDENT | 1 | $726 |
| MAGGIE SKELTON 402 ALWORTH BUILDING, DULUTH, MN 55802 | VICE PRESIDE | 1 | $600 |
| ERIC ALBRECHT 402 ALWORTH BUILDING, DULUTH, MN 55802 | TREASURER | 1 | $600 |
| PATTY PHILLIPS 402 ALWORTH BUILDING, DULUTH, MN 55802 | DIRECTOR | 1 | $600 |
| KURT BROOKS 402 ALWORTH BUILDING, DULUTH, MN 55802 | DIRECTOR | 1 | $600 |
| JEFFREY WIG 402 ALWORTH BUILDING, DULUTH, MN 55802 | DIRECTOR | 1 | $600 |
| CHARLES BLACK LANCE 402 ALWORTH BUILDING, DULUTH, MN 55802 | DIRECTOR | 1 | $600 |
| MICHELLE ARNHOLD DAVIES 402 ALWORTH BUILDING, DULUTH, MN 55802 | DIRECTOR | 1 | $400 |
| PAM THOMSEN 402 ALWORTH BUILDING, DULUTH, MN 55802 | DIRECTOR | 1 | $200 |
| LONNIE SWARTZ 402 ALWORTH BUILDING, DULUTH, MN 55802 | DIRECTOR | 1 | $200 |
| JIM SPREITZER 402 ALWORTH BUILDING, DULUTH, MN 55802 | DIRECTOR | 1 | $200 |
| NICK ALWORTH 402 ALWORTH BUILDING, DULUTH, MN 55802 | CO-TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 306 W SUPERIOR ST STE 402, DULUTH, MN 55802-5017
- Signed the 990-PF
- BREANNE TEPLER, EXECUTIVE DIRECTOR
- Phone
- (218) 722-9366
- Website
- WWW.ALWORTHSCHOLARSHIP.ORG
- Return prepared by
- ESTERBROOKS CPAS LTD
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 | Not due yet |
| 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
- 41-0797340
- 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
- 1951
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $18,429,030
- Income (IRS master file)
- $3,694,274
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $3,276,321 | $1,964,136 | $18,429,030 | XML |
| 990-PF | June 2024 | $2,793,992 | $1,590,500 | $16,689,998 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | 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 41-0797340).
Questions about MARSHALL H AND NELLIE ALWORTH MEMORIAL FUND
- What is the EIN of MARSHALL H AND NELLIE ALWORTH MEMORIAL FUND?
- The employer identification number (EIN) of MARSHALL H AND NELLIE ALWORTH MEMORIAL FUND is 41-0797340.
- Is MARSHALL H AND NELLIE ALWORTH MEMORIAL FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1951.
- Are donations to MARSHALL H AND NELLIE ALWORTH MEMORIAL FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARSHALL H AND NELLIE ALWORTH MEMORIAL FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARSHALL H AND NELLIE ALWORTH MEMORIAL FUND due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MARSHALL H AND NELLIE ALWORTH MEMORIAL FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of MARSHALL H AND NELLIE ALWORTH MEMORIAL FUND?
- The 990-PF for the year ended June 30, 2025 lists 10 people; 9 received compensation from the organization, the highest $59,172 (PATTY SALO DOWNS, EXEC.DIREC/S).
- How much revenue does MARSHALL H AND NELLIE ALWORTH MEMORIAL FUND have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $3,276,321, expenses of $1,964,136 and total assets of $18,429,030 at year end.
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