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Nonprofit · EIN 75-6067977

ROTARY CLUB STUDENT LOAN & SCHO FUND INC TR FUND OF LUFKIN

Tax-exempt · LUFKIN, TX 75901

Financials

$13K$10K2023$12K$12K2024$13K$17K2025
Revenue Expenses · by fiscal year end
Financials of ROTARY CLUB STUDENT LOAN & SCHO FUND INC TR FUND OF LUFKIN by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$13,337$16,802-$3,465$410,379$0$410,379
December 31, 2024990$11,705$12,074-$369$413,844$0$413,844
December 31, 2023990$13,231$10,095$3,136$414,213$0$414,213
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$24
Program service revenue
$0
Investment income
$13,313
Net gain from sales of assets
-$3,980
Other revenue
$0

Expenses

Grants and similar amounts paid
$12,579
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$1,500
Program services (functional)
$12,579
Management and general (functional)
$4,223

Balance sheet and other

Total assets, start of year
$413,844
Total assets, end of year
$410,379
Total liabilities, end of year
$0
Net assets, end of year
$410,379
Publicly traded securities
$393,275
Gross receipts
$266,392
Employees
0
Volunteers
0
Year formed
1966
State of legal domicile
TX

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
ROBERT LINDSEYDIRECTOR
Trustee or director
1$0
WAYNE RAMSEYDIRECTOR
Trustee or director
1$0
SUSAN NEWCOMERSECRETARY
Officer
1$0
ETHAN BOYDPRESIDENT
Officer
1$0
990 for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
MARK BUSHDIRECTOR
Trustee or director
1$0
WAYNE RAMSEYDIRECTOR
Trustee or director
1$0
ROBERT LINDSEYPRESIDENT
Officer
1$0
SUSAN NEWCOMERSECRETARY
Officer
1$0
990 for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
GORDON HENLEYDIRECTOR
Trustee or director
1$0
JAY JOSTDIRECTOR
Trustee or director
1$0
JERRY MOOREDIRECTOR
Trustee or director
1$0
VARUGHESE SAMUELDIRECTOR
Trustee or director
1$0
EMILY CORBETTPRESIDENT
Officer
1$0
ROBERT LINDSEYTREASURER
Officer
1$0

Address and contacts

Address (IRS master file)
1307 S 1ST ST, LUFKIN, TX 75901-4717
In care of
% FIRST BANK & TRUST TRUSTEE
Mailing address (990-N for 2020)
P O BOX 1388, LUFKIN TX 75902
Principal officer (990 for 2025)
ROBERT LINDSEY, 1307 S 1ST ST, LUFKIN, TX 75901
Principal officer (990-N for 2020)
ROBERT LINDSEY, P O BOX 1388, LUFKIN TX 75902
Signed the 990
ROBERT LINDSEY, DIRECTOR
Phone
(936) 634-6621
Return prepared by
CRI ADVISORS LLC

Mission

THE ORGANIZATION PROVIDES SCHOLARSHIPS TO STUDENTS OF ANGELINA COLLEGE BASED ON MERIT AND NEED AS SELECTED BY ANGELINA COLLEGE AND THE LUFKIN ROTARY CLUB.

990 for the year ended December 31, 2025

Program accomplishments

  • THE ORGANIZATION PROVIDED SCHOLARSHIPS TOTALING $12,579 DURING THE 2025 YEAR.
    Expenses $12,579 · grants $12,579
  • N/A
  • N/A

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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
75-6067977
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
1968
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$410,379
Income (IRS master file)
$266,392

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$13,337$16,802$410,379IRS
990December 2024$11,705$12,074$413,844XML
990December 2023$13,231$10,095$414,213XML
990December 2022$4,389$8,762$411,077IRS
990December 2021–––IRS
990-N for 2020
Officer: ROBERT LINDSEY
December 31, 2020≤ $50,000 receipts––e-Postcard
990-N for 2019
Officer: ROBERT LINDSEY
December 31, 2019≤ $50,000 receipts––e-Postcard

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 75-6067977).

Questions about ROTARY CLUB STUDENT LOAN & SCHO FUND INC TR FUND OF LUFKIN

What is the EIN of ROTARY CLUB STUDENT LOAN & SCHO FUND INC TR FUND OF LUFKIN?
The employer identification number (EIN) of ROTARY CLUB STUDENT LOAN & SCHO FUND INC TR FUND OF LUFKIN is 75-6067977.
Is ROTARY CLUB STUDENT LOAN & SCHO FUND INC TR FUND OF LUFKIN tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1968.
Are donations to ROTARY CLUB STUDENT LOAN & SCHO FUND INC TR FUND OF LUFKIN tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does ROTARY CLUB STUDENT LOAN & SCHO FUND INC TR FUND OF LUFKIN file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of ROTARY CLUB STUDENT LOAN & SCHO FUND INC TR FUND OF LUFKIN 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 ROTARY CLUB STUDENT LOAN & SCHO FUND INC TR FUND OF LUFKIN 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 ROTARY CLUB STUDENT LOAN & SCHO FUND INC TR FUND OF LUFKIN?
The 990 for the year ended December 31, 2025 names ROBERT LINDSEY.
Who are the officers and directors of ROTARY CLUB STUDENT LOAN & SCHO FUND INC TR FUND OF LUFKIN?
The 990 for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does ROTARY CLUB STUDENT LOAN & SCHO FUND INC TR FUND OF LUFKIN have?
On its 990 for the year ended December 31, 2025 it reported revenue of $13,337, expenses of $16,802 and total assets of $410,379 at year end.

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