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Nonprofit · EIN 48-6231023

FRANK N AND MATHILDA SCHARTZ EDUCATIONAL TRUST

Tax-exempt · GREAT BEND, KS 67530

Financials

$18K$20K2023$7K$11K2024$13K$12K2025
Revenue Expenses · by fiscal year end
Financials of FRANK N AND MATHILDA SCHARTZ EDUCATIONAL TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
July 31, 2026990-PF$13,037$11,623$1,414$169,386$0$169,386
July 31, 2025990-PF$7,080$11,013-$3,933$167,972$0$167,972
July 31, 2024990-PF$18,377$20,331-$1,954$171,905$0$171,905
Financial details: 990-PF for the year ended July 31, 2026

Revenue

Interest
$6
Net rental income
$10,692
Other income
$1,300

Expenses

Grants and similar amounts paid
$10,000
Disbursements for charitable purposes
$10,000
Excise tax on investment income
$161

Balance sheet and other

Total assets, start of year
$167,972
Total assets, end of year
$169,386
Total liabilities, end of year
$0
Net assets, end of year
$169,386
Fair market value of assets
$19,386
Qualifying distributions
$10,000
Net investment income
$13,037

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, 2026, highest compensation first.

NameTitleHours / weekCompensation
JOHN LANE
2312 CLEVELAND, GREAT BEND, KS 67530
TRUSTEE0$0
990-PF for the year ended July 31, 2025: 1 people
NameTitleHours / weekCompensation
JOHN LANE
2312 CLEVELAND, GREAT BEND, KS 67530
TRUSTEE0$0
990-PF for the year ended July 31, 2024: 1 people
NameTitleHours / weekCompensation
JOHN LANE
2312 CLEVELAND, GREAT BEND, KS 67530
TRUSTEE0$0

Address and contacts

Address (IRS master file)
2312 CLEVELAND ST, GREAT BEND, KS 67530-7459
In care of
% DANIEL M STREMEL
Signed the 990-PF
JOHN LANE, TRUSTEE
Phone
(620) 792-5378
Return prepared by
SPECTRUM PARTNERS LLC

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 yearYear endedDueIRS public records
2025July 31, 2026December 15, 2026990-PF on file
2024July 31, 2025December 15, 2025990-PF on file
2023July 31, 2024December 16, 2024990-PF on file

IRS record

EIN
48-6231023
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
Accounting year ends
July
Files
Form 990-PF
Assets (IRS master file)
$169,386
Income (IRS master file)
$13,037

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJuly 2026$13,037$11,623$169,386XML
990-PFJuly 2025$7,080$11,013$167,972XML
990-PFJuly 2024$18,377$20,331$171,905XML
990-PFJuly 2023–––IRS
990-PFJuly 2022–––IRS
990-PFJuly 2021–––IRS
990-PFJuly 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 48-6231023).

Questions about FRANK N AND MATHILDA SCHARTZ EDUCATIONAL TRUST

What is the EIN of FRANK N AND MATHILDA SCHARTZ EDUCATIONAL TRUST?
The employer identification number (EIN) of FRANK N AND MATHILDA SCHARTZ EDUCATIONAL TRUST is 48-6231023.
Is FRANK N AND MATHILDA SCHARTZ EDUCATIONAL TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3).
Are donations to FRANK N AND MATHILDA SCHARTZ EDUCATIONAL TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does FRANK N AND MATHILDA SCHARTZ EDUCATIONAL TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of FRANK N AND MATHILDA SCHARTZ EDUCATIONAL TRUST due?
The return for tax year 2026 (the year ending July 31, 2027) is due December 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did FRANK N AND MATHILDA SCHARTZ EDUCATIONAL TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended July 2026.
Who are the officers and directors of FRANK N AND MATHILDA SCHARTZ EDUCATIONAL TRUST?
The 990-PF for the year ended July 31, 2026 lists 1 person; 0 received compensation from the organization.
How much revenue does FRANK N AND MATHILDA SCHARTZ EDUCATIONAL TRUST have?
On its 990-PF for the year ended July 31, 2026 it reported revenue of $13,037, expenses of $11,623 and total assets of $169,386 at year end.

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