Nonprofit · EIN 42-1234190
CLARENCE W AND AMELIA BESS MOODY MEMORIAL SCHOLARSHIP FUND
Tax-exempt · BURLINGTON, IA 52601
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-PF | $7,660 | $2,213 | $5,447 | $71,509 | $0 | $71,509 |
| June 30, 2025 | 990-PF | $3,462 | $2,700 | $762 | $66,062 | $0 | $66,062 |
| June 30, 2024 | 990-PF | $5,610 | $5,701 | -$91 | $65,300 | $0 | $65,300 |
Financial details: 990-PF for the year ended June 30, 2026
Revenue
- Dividends
- $1,387
- Net gain from sales of assets
- $6,273
Expenses
- Grants and similar amounts paid
- $750
- Compensation of officers, directors and key employees
- $848
- Disbursements for charitable purposes
- $1,461
- Excise tax on investment income
- $97
Balance sheet and other
- Total assets, start of year
- $66,062
- Total assets, end of year
- $71,509
- Total liabilities, end of year
- $0
- Net assets, end of year
- $71,509
- Fair market value of assets
- $85,000
- Qualifying distributions
- $1,461
- Net investment income
- $7,660
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 MID BANK & TRUST 222 NORTH MAIN, PO BOX 728, BURLINGTON, IA 52601 | TRUSTEE | 1 | $848 |
990-PF for the year ended June 30, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TWO RIVERS BANK & TRUST TWO RIVERS BANK & TRUST 222 NORTH MAIN, PO BOX 728, BURLINGTON, IA 52601 | TRUSTEE | 1 | $659 |
990-PF for the year ended June 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TWO RIVERS BANK & TRUST TWO RIVERS BANK & TRUST 222 NORTH MAIN, PO BOX 728, BURLINGTON, IA 52601 | TRUSTEE | 1 | $612 |
Address and contacts
- Address (IRS master file)
- 222 N MAIN ST, BURLINGTON, IA 52601-5214
- In care of
- % BURLINGTON BANK AND TRUST
- Signed the 990-PF
- FIRST MID BANK TRUST, TRUSTEE
- Phone
- (319) 753-9100
- Return prepared by
- MENKE & COMPANY
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
- 42-1234190
- 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
- 1986
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $71,509
- Income (IRS master file)
- $35,170
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2026 | $7,660 | $2,213 | $71,509 | XML |
| 990-PF | June 2025 | $3,462 | $2,700 | $66,062 | XML |
| 990-PF | June 2024 | $5,610 | $5,701 | $65,300 | 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 42-1234190).
Questions about CLARENCE W AND AMELIA BESS MOODY MEMORIAL SCHOLARSHIP FUND
- What is the EIN of CLARENCE W AND AMELIA BESS MOODY MEMORIAL SCHOLARSHIP FUND?
- The employer identification number (EIN) of CLARENCE W AND AMELIA BESS MOODY MEMORIAL SCHOLARSHIP FUND is 42-1234190.
- Is CLARENCE W AND AMELIA BESS MOODY MEMORIAL SCHOLARSHIP FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to CLARENCE W AND AMELIA BESS MOODY MEMORIAL SCHOLARSHIP FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CLARENCE W AND AMELIA BESS MOODY MEMORIAL SCHOLARSHIP FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CLARENCE W AND AMELIA BESS MOODY MEMORIAL SCHOLARSHIP FUND 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 CLARENCE W AND AMELIA BESS MOODY MEMORIAL SCHOLARSHIP FUND 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 CLARENCE W AND AMELIA BESS MOODY MEMORIAL SCHOLARSHIP FUND?
- The 990-PF for the year ended June 30, 2026 lists 1 person; 1 received compensation from the organization, the highest $848 (FIRST MID BANK & TRUST, TRUSTEE).
- How much revenue does CLARENCE W AND AMELIA BESS MOODY MEMORIAL SCHOLARSHIP FUND have?
- On its 990-PF for the year ended June 30, 2026 it reported revenue of $7,660, expenses of $2,213 and total assets of $71,509 at year end.
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