Nonprofit · EIN 42-6418269
FLORENCE POTTER SCHOLARSHIP TRUST
Tax-exempt · BURLINGTON, IA 52601
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990-PF | $9,455 | $6,784 | $2,671 | $98,256 | $0 | $98,256 |
| October 31, 2024 | 990-PF | $3,754 | $3,590 | $164 | $95,585 | $0 | $95,585 |
| October 31, 2023 | 990-PF | -$1,793 | $5,061 | -$6,854 | $95,421 | $0 | $95,421 |
Financial details: 990-PF for the year ended October 31, 2025
Revenue
- Dividends
- $2,564
- Net gain from sales of assets
- $6,891
Expenses
- Grants and similar amounts paid
- $4,500
- Compensation of officers, directors and key employees
- $1,556
- Disbursements for charitable purposes
- $5,623
- Excise tax on investment income
- $116
Balance sheet and other
- Total assets, start of year
- $95,585
- Total assets, end of year
- $98,256
- Total liabilities, end of year
- $0
- Net assets, end of year
- $98,256
- Fair market value of assets
- $123,854
- Qualifying distributions
- $5,623
- Net investment income
- $9,455
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 October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| F&M BANK & TRUST PO BOX 928, BURLINGTON, IA 52601 | TRUSTEE | 1 | $1,556 |
990-PF for the year ended October 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| F&M BANK & TRUST PO BOX 928, BURLINGTON, IA 52601 | TRUSTEE | 0 | $1,395 |
990-PF for the year ended October 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| F&M BANK & TRUST PO BOX 928, BURLINGTON, IA 52601 | TRUSTEE | 0 | $1,324 |
Address and contacts
- Address (IRS master file)
- PO BOX 928, BURLINGTON, IA 52601-0928
- Signed the 990-PF
- FM BANK TRUST, TRUSTEE
- 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 October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | October 31, 2025 | March 16, 2026 | 990-PF on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990-PF on file |
| 2022 | October 31, 2023 | March 15, 2024 | 990-PF on file |
IRS record
- EIN
- 42-6418269
- 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
- 1988
- Accounting year ends
- October
- Files
- Form 990-PF
- Assets (IRS master file)
- $98,256
- Income (IRS master file)
- $39,475
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | October 2025 | $9,455 | $6,784 | $98,256 | XML |
| 990-PF | October 2024 | $3,754 | $3,590 | $95,585 | XML |
| 990-PF | October 2023 | -$1,793 | $5,061 | $95,421 | XML |
| 990-PF | October 2022 | – | – | – | IRS |
| 990-PF | October 2021 | – | – | – | IRS |
| 990-PF | October 2020 | – | – | – | IRS |
| 990-PF | October 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 42-6418269).
Questions about FLORENCE POTTER SCHOLARSHIP TRUST
- What is the EIN of FLORENCE POTTER SCHOLARSHIP TRUST?
- The employer identification number (EIN) of FLORENCE POTTER SCHOLARSHIP TRUST is 42-6418269.
- Is FLORENCE POTTER SCHOLARSHIP TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
- Are donations to FLORENCE POTTER SCHOLARSHIP TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does FLORENCE POTTER SCHOLARSHIP TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of FLORENCE POTTER SCHOLARSHIP TRUST due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FLORENCE POTTER SCHOLARSHIP TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended October 2025.
- Who are the officers and directors of FLORENCE POTTER SCHOLARSHIP TRUST?
- The 990-PF for the year ended October 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $1,556 (F&M BANK & TRUST, TRUSTEE).
- How much revenue does FLORENCE POTTER SCHOLARSHIP TRUST have?
- On its 990-PF for the year ended October 31, 2025 it reported revenue of $9,455, expenses of $6,784 and total assets of $98,256 at year end.
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