Nonprofit · EIN 42-6565479
MARGARET WOLF SCHOLARSHIP TR
Tax-exempt · MASON CITY, IA 50401
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $5,533 | $5,508 | $25 | $99,561 | $0 | $99,561 |
| December 31, 2024 | 990-PF | $2,103 | $5,220 | -$3,117 | $105,615 | $0 | $105,615 |
| December 31, 2023 | 990-PF | $5,254 | $5,553 | -$299 | $102,776 | $0 | $102,776 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $5,058
- Interest
- $73
- Net gain from sales of assets
- $402
Expenses
- Grants and similar amounts paid
- $3,500
- Compensation of officers, directors and key employees
- $1,348
- Disbursements for charitable purposes
- $5,058
- Excise tax on investment income
- $71
Balance sheet and other
- Total assets, start of year
- $105,615
- Total assets, end of year
- $99,561
- Total liabilities, end of year
- $0
- Net assets, end of year
- $99,561
- Fair market value of assets
- $110,604
- Qualifying distributions
- $5,058
- Net investment income
- $5,533
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 |
|---|---|---|---|
| FIRST CITIZENS BANK 300 N MAIN STREET, CHARLES CITY, IA 50616 | TRUSTEE | 1 | $1,348 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST CITIZENS BANK 300 N MAIN ST, CHARLES CITY, IA 50616 | TRUSTEE | 1 | $1,314 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST CITIZENS BANK TRUSTEE 300 N MAIN, CHARLES CITY, IA 50616 | TRUSTEE | 0 | $1,269 |
Address and contacts
- Address (IRS master file)
- 2601 4TH ST SW, MASON CITY, IA 50401-4650
- In care of
- % FIRST CITIZENS BANK
- Signed the 990-PF
- FIRST CITIZENS BANK, Trustee
- Return prepared by
- DELOITTE TAX 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
- 42-6565479
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 2001
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $99,561
- Income (IRS master file)
- $7,903
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $5,533 | $5,508 | $99,561 | XML |
| 990-PF | December 2024 | $2,103 | $5,220 | $105,615 | XML |
| 990-PF | December 2023 | $5,254 | $5,553 | $102,776 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 42-6565479).
Questions about MARGARET WOLF SCHOLARSHIP TR
- What is the EIN of MARGARET WOLF SCHOLARSHIP TR?
- The employer identification number (EIN) of MARGARET WOLF SCHOLARSHIP TR is 42-6565479.
- Is MARGARET WOLF SCHOLARSHIP TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to MARGARET WOLF SCHOLARSHIP TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does MARGARET WOLF SCHOLARSHIP TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARGARET WOLF SCHOLARSHIP TR 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 MARGARET WOLF SCHOLARSHIP TR 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 MARGARET WOLF SCHOLARSHIP TR?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $1,348 (FIRST CITIZENS BANK, TRUSTEE).
- How much revenue does MARGARET WOLF SCHOLARSHIP TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $5,533, expenses of $5,508 and total assets of $99,561 at year end.
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