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Nonprofit · EIN 55-6029582

JOSEPH ARKWRIGHT SCHOLARSHIP FUND TR

Tax-exempt · ORLANDO, FL 32891

Financials

$41K$13K2023$19K$15K2024$19K$14K2025
Revenue Expenses · by fiscal year end
Financials of JOSEPH ARKWRIGHT SCHOLARSHIP FUND TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$18,563$14,061$4,502$288,846$0$288,846
December 31, 2024990$18,862$15,103$3,759$284,342$0$284,342
December 31, 2023990$40,573$12,782$27,791$279,283$0$279,283
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$18,563
Net gain from sales of assets
$7,033
Other revenue
$0

Expenses

Grants and similar amounts paid
$8,998
Compensation of officers, directors and key employees
$5,006
Salaries, compensation and benefits (total)
$5,006
Professional fundraising fees
$0
Program services (functional)
$11,501
Management and general (functional)
$2,560

Balance sheet and other

Total assets, start of year
$284,342
Total assets, end of year
$288,846
Total liabilities, end of year
$0
Net assets, end of year
$288,846
Publicly traded securities
$246,908
Gross receipts
$18,563
Employees
0
Year formed
1966
State of legal domicile
WV

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 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
TRUIST BANKTRUSTEE
Institutional trustee
1$5,006
990 for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
TRUIST BANKTRUSTEE
Institutional trustee
1$4,767
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
TRUIST BANKTRUSTEE
Institutional trustee
1$4,600

Address and contacts

Address (IRS master file)
PO BOX 919798, ORLANDO, FL 32891-9798
In care of
% TRUST TAX DEPT
Principal officer (990 for 2025)
TRUIST BANK, PO BOX 919798, ORLANDO, FL 32891
Signed the 990
TRUIST BANK, DIRECTOR
Phone
(304) 285-2360
Return prepared by
ERNST & YOUNG US LLP

Mission

PROVIDE INCOME TO THE LOYALTY PERMANENT ENDOWMENT FUND OF WVU ALUMNI ASSOCIATION FOR SCHOLARSHIP LOANS AND/OR GRANTS

990 for the year ended December 31, 2025

Program accomplishments

  • THE LPEF OF WVU ALUMNI ASSOC FOR SCHOLARSHIP LOANS AND GRANTS
    Expenses $11,501 · grants $8,998

What it must file and when

IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
55-6029582
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
1967
Accounting year ends
December
Files
Form 990-N (e-Postcard)
Assets (IRS master file)
$288,846
Income (IRS master file)
$18,563

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$18,563$14,061$288,846XML
990December 2024$18,862$15,103$284,342XML
990December 2023$40,573$12,782$279,283XML
990December 2022$4,527$9,324$251,967IRS
990December 2021–––IRS
990-EZDecember 2020–––IRS
990-EZDecember 2019–––IRS
990-EZDecember 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 55-6029582).

Questions about JOSEPH ARKWRIGHT SCHOLARSHIP FUND TR

What is the EIN of JOSEPH ARKWRIGHT SCHOLARSHIP FUND TR?
The employer identification number (EIN) of JOSEPH ARKWRIGHT SCHOLARSHIP FUND TR is 55-6029582.
Is JOSEPH ARKWRIGHT SCHOLARSHIP FUND TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1967.
Are donations to JOSEPH ARKWRIGHT SCHOLARSHIP FUND TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does JOSEPH ARKWRIGHT SCHOLARSHIP FUND TR file?
Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
When is the next return of JOSEPH ARKWRIGHT SCHOLARSHIP FUND 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 JOSEPH ARKWRIGHT SCHOLARSHIP FUND TR last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of JOSEPH ARKWRIGHT SCHOLARSHIP FUND TR?
The 990 for the year ended December 31, 2025 names TRUIST BANK.
Who are the officers and directors of JOSEPH ARKWRIGHT SCHOLARSHIP FUND TR?
The 990 for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $5,006 (TRUIST BANK, TRUSTEE).
How much revenue does JOSEPH ARKWRIGHT SCHOLARSHIP FUND TR have?
On its 990 for the year ended December 31, 2025 it reported revenue of $18,563, expenses of $14,061 and total assets of $288,846 at year end.

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