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Nonprofit · EIN 55-6122686

HELEN B RUSSELL & ROBERT H RUSSELL SCHOLARSHIP FUND

Tax-exempt · WHEELING, WV 26003

Financials

$6K$17K2023$77K$10K2024$82K$31K2025
Revenue Expenses · by fiscal year end
Financials of HELEN B RUSSELL & ROBERT H RUSSELL SCHOLARSHIP FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$82,194$31,456$50,738$557,878$0$557,878
December 31, 2024990-PF$77,213$9,797$67,416$507,076$0$507,076
December 31, 2023990-PF$6,223$16,899-$10,676$440,333$0$440,333
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$50,000
Dividends
$20,032
Net gain from sales of assets
$12,162

Expenses

Grants and similar amounts paid
$20,500
Compensation of officers, directors and key employees
$8,948
Disbursements for charitable purposes
$22,611
Excise tax on investment income
$337

Balance sheet and other

Total assets, start of year
$507,076
Total assets, end of year
$557,878
Total liabilities, end of year
$0
Net assets, end of year
$557,878
Fair market value of assets
$912,037
Qualifying distributions
$22,611
Net investment income
$32,194

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.

NameTitleHours / weekCompensation
SECURITY NATIONAL TRUST CO
1300 CHAPLINE STREET, WHEELING, WV 26003
TRUSTEE2$8,948
MARTHA RUSSELL HSU
750 WEAVER DAIRY RD APT 1221, CHAPEL HILL, NC 27514
SCHOLARSHIP TRUSTEE1$0
JENNIFER C RUSSELL
18 AUNT PATTYS LANE WEST, BETHEL, CT 06801
SCHOLARSHIP TRUSTEE1$0
CAROL M RUSSELL
1121 MEADOW RIDGE, REDDING, CT 06896
SCHOLARSHIP TRUSTEE1$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
SECURITY NATIONAL TRUST CO
1300 CHAPLINE STREET, WHEELING, WV 26003
TRUSTEE2$3,857
MARTHA RUSSELL HSU
750 WEAVER DAIRY RD APT 1221, CHAPEL HILL, NC 27514
SCHOLARSHIP TRUSTEE1$0
JENNIFER C RUSSELL
18 AUNT PATTYS LANE WEST, BETHEL, CT 06801
SCHOLARSHIP TRUSTEE1$0
CAROL M RUSSELL
1121 MEADOW RIDGE, REDDING, CT 06896
SCHOLARSHIP TRUSTEE1$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
SECURITY NATIONAL TRUST CO
1300 CHAPLINE STREET, WHEELING, WV 26003
TRUSTEE2$3,298
MARTHA RUSSELL HSU
750 WEAVER DAIRY RD APT 1221, CHAPEL HILL, NC 27514
SCHOLARSHIP TRUSTEE1$0
JENNIFER C RUSSELL
18 AUNT PATTYS LANE WEST, BETHEL, CT 06801
SCHOLARSHIP TRUSTEE1$0
CAROL M RUSSELL
1121 MEADOW RIDGE, REDDING, CT 06896
SCHOLARSHIP TRUSTEE1$0

Address and contacts

Address (IRS master file)
1300 CHAPLINE STREET, WHEELING, WV 26003-3348
In care of
% JPMORGAN CHASE BANK NA
Signed the 990-PF
SCOTT CUNNINGHAM, CEO
Phone
(304) 233-5215
Return prepared by
TRUST TAX COMPLIANCE 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 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-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
55-6122686
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
1994
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$557,878
Income (IRS master file)
$106,260

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$82,194$31,456$557,878IRS
990-PFDecember 2024$77,213$9,797$507,076IRS
990-PFDecember 2023$6,223$16,899$440,333XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 55-6122686).

Questions about HELEN B RUSSELL & ROBERT H RUSSELL SCHOLARSHIP FUND

What is the EIN of HELEN B RUSSELL & ROBERT H RUSSELL SCHOLARSHIP FUND?
The employer identification number (EIN) of HELEN B RUSSELL & ROBERT H RUSSELL SCHOLARSHIP FUND is 55-6122686.
Is HELEN B RUSSELL & ROBERT H RUSSELL SCHOLARSHIP FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
Are donations to HELEN B RUSSELL & ROBERT H RUSSELL SCHOLARSHIP FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HELEN B RUSSELL & ROBERT H RUSSELL SCHOLARSHIP FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of HELEN B RUSSELL & ROBERT H RUSSELL 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 HELEN B RUSSELL & ROBERT H RUSSELL 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 HELEN B RUSSELL & ROBERT H RUSSELL SCHOLARSHIP FUND?
The 990-PF for the year ended December 31, 2025 lists 4 people; 1 received compensation from the organization, the highest $8,948 (SECURITY NATIONAL TRUST CO, TRUSTEE).
How much revenue does HELEN B RUSSELL & ROBERT H RUSSELL SCHOLARSHIP FUND have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $82,194, expenses of $31,456 and total assets of $557,878 at year end.

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