Nonprofit · EIN 42-6620636
LEO B RILEY FAMILY SCHOLARSHIP FUND
Tax-exempt · SIOUX CITY, IA 51102
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990-PF | $10,788 | $9,941 | $847 | $111,725 | $0 | $111,725 |
| July 31, 2024 | 990-PF | $10,604 | $12,319 | -$1,715 | $110,918 | $0 | $110,918 |
Financial details: 990-PF for the year ended July 31, 2025
Revenue
- Dividends
- $3,652
- Net gain from sales of assets
- $7,136
Expenses
- Grants and similar amounts paid
- $5,700
- Compensation of officers, directors and key employees
- $2,512
- Disbursements for charitable purposes
- $6,410
- Excise tax on investment income
- $103
Balance sheet and other
- Total assets, start of year
- $110,918
- Total assets, end of year
- $111,725
- Total liabilities, end of year
- $0
- Net assets, end of year
- $111,725
- Fair market value of assets
- $152,203
- Qualifying distributions
- $6,410
- Net investment income
- $10,788
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 July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SECURITY NATIONAL BANK SIOUX, CITY, IA 51101 | TRUSTEE | 1 | $2,512 |
990-PF for the year ended July 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SECURITY NATIONAL BANK SIOUX, CITY, IA 51101 | TRUSTEE | 1 | $2,630 |
Address and contacts
- Address (IRS master file)
- PO BOX 147, SIOUX CITY, IA 51102-0147
- In care of
- % SECURITY NATL BANK
- Signed the 990-PF
- KELLI BLAIR, TRUSTEE
- Phone
- (712) 277-6586
- Return prepared by
- Nichols Rise & Co 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 July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990-PF on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990-PF on file |
IRS record
- EIN
- 42-6620636
- 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
- 2002
- Accounting year ends
- July
- Files
- Form 990-PF
- Assets (IRS master file)
- $111,725
- Income (IRS master file)
- $31,965
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | July 2025 | $10,788 | $9,941 | $111,725 | XML |
| 990-PF | July 2024 | $10,604 | $12,319 | $110,918 | XML |
| 990-PF | July 2023 | – | – | – | IRS |
| 990-PF | July 2022 | – | – | – | IRS |
| 990-PF | July 2021 | – | – | – | IRS |
| 990-PF | July 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 42-6620636).
Questions about LEO B RILEY FAMILY SCHOLARSHIP FUND
- What is the EIN of LEO B RILEY FAMILY SCHOLARSHIP FUND?
- The employer identification number (EIN) of LEO B RILEY FAMILY SCHOLARSHIP FUND is 42-6620636.
- Is LEO B RILEY FAMILY SCHOLARSHIP FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to LEO B RILEY FAMILY SCHOLARSHIP FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LEO B RILEY FAMILY SCHOLARSHIP FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LEO B RILEY FAMILY SCHOLARSHIP FUND due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LEO B RILEY FAMILY SCHOLARSHIP FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended July 2025.
- Who are the officers and directors of LEO B RILEY FAMILY SCHOLARSHIP FUND?
- The 990-PF for the year ended July 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $2,512 (SECURITY NATIONAL BANK, TRUSTEE).
- How much revenue does LEO B RILEY FAMILY SCHOLARSHIP FUND have?
- On its 990-PF for the year ended July 31, 2025 it reported revenue of $10,788, expenses of $9,941 and total assets of $111,725 at year end.
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