Nonprofit · EIN 42-1350542
MERLIN & ETHYL RUFER SCHOLARSHIP TRUST
Tax-exempt · TAMPA, FL 33637
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $18,369 | $17,964 | $405 | $179,088 | $0 | $179,088 |
| December 31, 2024 | 990-PF | $13,523 | $15,913 | -$2,390 | $178,756 | $0 | $178,756 |
| December 31, 2023 | 990-PF | $16,992 | $15,691 | $1,301 | $181,353 | $0 | $181,353 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $5,952
- Net gain from sales of assets
- $12,417
Expenses
- Grants and similar amounts paid
- $14,373
- Compensation of officers, directors and key employees
- $1,916
- Disbursements for charitable purposes
- $16,221
- Excise tax on investment income
- $233
Balance sheet and other
- Total assets, start of year
- $178,756
- Total assets, end of year
- $179,088
- Total liabilities, end of year
- $0
- Net assets, end of year
- $179,088
- Fair market value of assets
- $258,837
- Qualifying distributions
- $16,221
- Net investment income
- $18,369
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Members Trust Company 14055 Riveredge Dr Ste 525, Tampa, FL 33637 | TRUSTEE | 2 | $1,916 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Members Trust Company 14055 Riveredge Dr Ste 525, Tampa, FL 33637 | TRUSTEE | 2 | $1,858 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Members Trust Company 14055 Riveredge Dr Ste 525, Tampa, FL 33637 | TRUSTEE | 2 | $1,743 |
Address and contacts
- Address (IRS master file)
- 14055 RIVEREDGE DR STE 525, TAMPA, FL 33637-2008
- Signed the 990-PF
- MEMBERS TRUST COMPANY, TRUSTEE
- Return prepared by
- ERNST & YOUNG US LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. 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-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 42-1350542
- 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
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $179,088
- Income (IRS master file)
- $72,907
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $18,369 | $17,964 | $179,088 | IRS |
| 990-PF | December 2024 | $13,523 | $15,913 | $178,756 | IRS |
| 990-PF | December 2023 | $16,992 | $15,691 | $181,353 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 42-1350542).
Questions about MERLIN & ETHYL RUFER SCHOLARSHIP TRUST
- What is the EIN of MERLIN & ETHYL RUFER SCHOLARSHIP TRUST?
- The employer identification number (EIN) of MERLIN & ETHYL RUFER SCHOLARSHIP TRUST is 42-1350542.
- Is MERLIN & ETHYL RUFER SCHOLARSHIP TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
- Are donations to MERLIN & ETHYL RUFER SCHOLARSHIP TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MERLIN & ETHYL RUFER SCHOLARSHIP TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MERLIN & ETHYL RUFER 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 MERLIN & ETHYL RUFER SCHOLARSHIP TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of MERLIN & ETHYL RUFER SCHOLARSHIP TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $1,916 (Members Trust Company, TRUSTEE).
- How much revenue does MERLIN & ETHYL RUFER SCHOLARSHIP TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $18,369, expenses of $17,964 and total assets of $179,088 at year end.
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