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Nonprofit · EIN 75-6263272

HOPE PIERCE TARTT SCHOLARSHIP FUND

Tax-exempt · MARSHALL, TX 75671

Financials

$522K$981K2023$1.1M$1M2024
Revenue Expenses · by fiscal year end
Financials of HOPE PIERCE TARTT SCHOLARSHIP FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
May 31, 2025990-PF$1,124,403$1,013,578$110,825$13,155,164$960,000$12,195,164
May 31, 2024990-PF$521,723$981,238-$459,515$13,044,339$895,000$12,149,339
Financial details: 990-PF for the year ended May 31, 2025

Revenue

Dividends
$481,505
Interest
$5
Net gain from sales of assets
$240,709
Other income
$402,184

Expenses

Grants and similar amounts paid
$903,643
Compensation of officers, directors and key employees
$51,750
Disbursements for charitable purposes
$934,693
Excise tax on investment income
$14,585

Balance sheet and other

Total assets, start of year
$13,044,339
Total assets, end of year
$13,155,164
Total liabilities, end of year
$960,000
Net assets, end of year
$12,195,164
Fair market value of assets
$19,310,251
Qualifying distributions
$934,693
Net investment income
$1,124,403

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 May 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
JOEL D MCMAHON III
PO Box 1964, MARSHALL, TX 75672
Trustee2$10,350
SAM R MOSELEY
PO Box 1964, MARSHALL, TX 75672
Vice Chairman2$10,350
R MICHAEL HALLUM
P O BOX 1315, MARSHALL, TX 75671
Secretary/Treas3$10,350
ROBERT L DUVALL
PO Box 1315, Marshall, TX 75671
Chairman3$10,350
DAVID LUCKERT
PO Box 1964, MARSHALL, TX 75670
Director2$10,350
990-PF for the year ended May 31, 2024: 5 people
NameTitleHours / weekCompensation
JOEL D MCMAHON III
PO Box 1964, MARSHALL, TX 75672
Trustee2$9,000
SAM R MOSELEY
PO Box 1964, MARSHALL, TX 75672
Vice Chairman2$9,000
R MICHAEL HALLUM
P O BOX 1315, MARSHALL, TX 75671
Secretary/Treas3$9,000
ROBERT L DUVALL
PO Box 1315, Marshall, TX 75671
Chairman3$9,000
DAVID LUCKERT
PO Box 1964, MARSHALL, TX 75670
Director2$9,000

Address and contacts

Address (IRS master file)
PO BOX 1964, MARSHALL, TX 75671-1964
Signed the 990-PF
ROBERT L DUVALL, Chairman
Phone
(903) 938-0331
Return prepared by
Knuckols Duvall Hallum & Co

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025May 31, 2026October 15, 2026Not on file
2024May 31, 2025October 15, 2025990-PF on file
2023May 31, 2024October 15, 2024990-PF on file

IRS record

EIN
75-6263272
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
1979
Accounting year ends
May
Files
Form 990-PF
Assets (IRS master file)
$13,155,164
Income (IRS master file)
$2,371,303

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFMay 2025$1,124,403$1,013,578$13,155,164XML
990-PFMay 2024$521,723$981,238$13,044,339XML
990-PFMay 2023–––IRS
990-PFMay 2022–––IRS
990-PFMay 2021–––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 75-6263272).

Questions about HOPE PIERCE TARTT SCHOLARSHIP FUND

What is the EIN of HOPE PIERCE TARTT SCHOLARSHIP FUND?
The employer identification number (EIN) of HOPE PIERCE TARTT SCHOLARSHIP FUND is 75-6263272.
Is HOPE PIERCE TARTT SCHOLARSHIP FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1979.
Are donations to HOPE PIERCE TARTT SCHOLARSHIP FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HOPE PIERCE TARTT SCHOLARSHIP FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of HOPE PIERCE TARTT SCHOLARSHIP FUND due?
The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HOPE PIERCE TARTT SCHOLARSHIP FUND last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended May 2025.
Who are the officers and directors of HOPE PIERCE TARTT SCHOLARSHIP FUND?
The 990-PF for the year ended May 31, 2025 lists 5 people; 5 received compensation from the organization, the highest $10,350 (JOEL D MCMAHON III, Trustee).
How much revenue does HOPE PIERCE TARTT SCHOLARSHIP FUND have?
On its 990-PF for the year ended May 31, 2025 it reported revenue of $1,124,403, expenses of $1,013,578 and total assets of $13,155,164 at year end.

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