Nonprofit · EIN 55-0870632
AUXILIARY OF UNITED TRANSPORTATION UNION SCHOLARSHIP FUND
Tax-exempt · ASHLAND, MT 59003
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $39,352 | $78,118 | -$38,766 | $882,438 | $0 | $882,438 |
| December 31, 2024 | 990-PF | $72,457 | $76,738 | -$4,281 | $921,204 | $0 | $921,204 |
| December 31, 2023 | 990-PF | $46,387 | $83,121 | -$36,734 | $925,485 | $0 | $925,485 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $36,964
- Interest
- $3,476
- Net gain from sales of assets
- -$1,336
- Other income
- $248
Expenses
- Grants and similar amounts paid
- $51,600
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $71,465
- Excise tax on investment income
- $473
Balance sheet and other
- Total assets, start of year
- $921,204
- Total assets, end of year
- $882,438
- Total liabilities, end of year
- $0
- Net assets, end of year
- $882,438
- Fair market value of assets
- $1,769,700
- Qualifying distributions
- $71,465
- Net investment income
- $40,688
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 |
|---|---|---|---|
| BARBARA PURDON 70 TEN MILE ROAD, ASHLAND, MT 59003 | PRESIDENT | 23 | $0 |
| EDELMIRA TODD 5617 EDMONDS RD, BELLEVUE, OH 44811 | TREASURER | 5 | $0 |
| BETTINNA MOOS 400 BROCKWAY EAST RD, BROCKWAY, MT 59214 | SECRETARY | 5 | $0 |
| PATRICIA MACCAGNO 505-96 REGENCY PARK DRIVE, HALIFAX, NOVA SCOTIA B3S1S5, CA | ASSIST. SECRETARY | 2 | $0 |
| PATRICIA SHACKLETTE 125 AMERICAN INN ROAD, VILLA RIDGE, MO 63089 | ADVISORY COMMITTEE | 2 | $0 |
| CAROL MENGES 3617 SCHOTT ROAD, JEFFERSON CITY, MO 65101 | ADVISORY COMMITTEE | 2 | $0 |
| PATRICIA ENGLAND 2153 N HIGHWAY 99, EMPORIA, KS 66801 | ADVISORY COMMITTEE | 2 | $0 |
| PAULA GRANT 31909 NORTH 123RD LANE, PEORIA, AZ 85383 | ASSIST. TO THE PRESIDENT | 0.5 | $0 |
| MARILYN SPANGLER 1218 CORDOVA RD, MAYFIELD HEIGHTS, OH 44124 | ADVISORY COMMITTEE | 2 | $0 |
| BECKY ALLGYRE 12503 E CR 6, ATTICA, OH 44807 | ADVISORY COMMITTEE | 2 | $0 |
990-PF for the year ended December 31, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARBARA PURDON 70 TEN MILE ROAD, ASHLAND, MT 59003 | PRESIDENT | 23 | $0 |
| EDELMIRA TODD 5617 EDMONDS RD, BELLEVUE, OH 44811 | TREASURER | 5 | $0 |
| BETTINNA MOOS 400 BROCKWAY EAST RD, BROCKWAY, MT 59214 | SECRETARY | 5 | $0 |
| PATRICIA MACCAGNO 505-96 REGENCY PARK DRIVE, HALIFAX, NOVA SCOTIA B3S1S5, CA | ASSIST. SECRETARY | 2 | $0 |
| PATRICIA SHACKLETTE 125 AMERICAN INN ROAD, VILLA RIDGE, MO 63089 | ADVISORY COMMITTEE | 2 | $0 |
| CAROL MENGES 3617 SCHOTT ROAD, JEFFERSON CITY, MO 65101 | ADVISORY COMMITTEE | 2 | $0 |
| PATRICIA ENGLAND 2153 N HIGHWAY 99, EMPORIA, KS 66801 | ADVISORY COMMITTEE | 2 | $0 |
| PAULA GRANT 31909 NORTH 123RD LANE, PEORIA, AZ 85383 | ASSIST. TO THE PRESIDENT | 0.5 | $0 |
| MARILYN SPANGLER 1218 CORDOVA RD, MAYFIELD HEIGHTS, OH 44124 | ADVISORY COMMITTEE | 2 | $0 |
| BECKY ALLGYRE 12503 E CR 6, ATTICA, OH 44807 | ADVISORY COMMITTEE | 2 | $0 |
990-PF for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARBARA PURDON 70 TEN MILE ROAD, ASHLAND, MT 59003 | PRESIDENT | 23 | $0 |
| EDELMIRA TODD 5617 EDMONDS RD, BELLEVUE, OH 44811 | TREASURER | 5 | $0 |
| BETTINNA MOOS 400 BROCKWAY EAST RD, BROCKWAY, MT 59214 | SECRETARY | 5 | $0 |
| PATRICIA MACCAGNO 505-96 REGENCY PARK DRIVE, HALIFAX, NOVA SCOTIA B3S1S5, CA | ASSIST. SECRETARY | 2 | $0 |
| PATRICIA SHACKLETTE 125 AMERICAN INN ROAD, VILLA RIDGE, MO 63089 | ADVISORY COMMITTEE | 2 | $0 |
| CAROL MENGES 3617 SCHOTT ROAD, JEFFERSON CITY, MO 65101 | ADVISORY COMMITTEE | 2 | $0 |
| PATRICIA ENGLAND 2153 N HIGHWAY 99, EMPORIA, KS 66801 | ADVISORY COMMITTEE | 2 | $0 |
| PAULA GRANT 31909 NORTH 123RD LANE, PEORIA, AZ 85383 | ASSIST. TO THE PRESIDENT | 0.5 | $0 |
| MARILYN SPANGLER 1218 CORDOVA RD, MAYFIELD HEIGHTS, OH 44124 | ADVISORY COMMITTEE | 2 | $0 |
| BECKY ALLGYRE 12503 E CR 6, ATTICA, OH 44807 | ADVISORY COMMITTEE | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 70 10 MILE RD, ASHLAND, MT 59003-9411
- In care of
- % JAMES D WILSON LLC
- Signed the 990-PF
- BARBARA PURDON, PRESIDENT
- Phone
- (406) 749-0279
- Return prepared by
- BSB PARTNERS CPAS AND BUSINESS ADVISORS
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
- 55-0870632
- 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
- 2004
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $882,438
- Income (IRS master file)
- $81,387
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $39,352 | $78,118 | $882,438 | IRS |
| 990-PF | December 2024 | $72,457 | $76,738 | $921,204 | XML |
| 990-PF | December 2023 | $46,387 | $83,121 | $925,485 | 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 55-0870632).
Questions about AUXILIARY OF UNITED TRANSPORTATION UNION SCHOLARSHIP FUND
- What is the EIN of AUXILIARY OF UNITED TRANSPORTATION UNION SCHOLARSHIP FUND?
- The employer identification number (EIN) of AUXILIARY OF UNITED TRANSPORTATION UNION SCHOLARSHIP FUND is 55-0870632.
- Is AUXILIARY OF UNITED TRANSPORTATION UNION SCHOLARSHIP FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to AUXILIARY OF UNITED TRANSPORTATION UNION SCHOLARSHIP FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does AUXILIARY OF UNITED TRANSPORTATION UNION SCHOLARSHIP FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of AUXILIARY OF UNITED TRANSPORTATION UNION SCHOLARSHIP FUND 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 AUXILIARY OF UNITED TRANSPORTATION UNION SCHOLARSHIP FUND 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 AUXILIARY OF UNITED TRANSPORTATION UNION SCHOLARSHIP FUND?
- The 990-PF for the year ended December 31, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does AUXILIARY OF UNITED TRANSPORTATION UNION SCHOLARSHIP FUND have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $39,352, expenses of $78,118 and total assets of $882,438 at year end.
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