Nonprofit · EIN 75-6310255
BETH ROWELL MEAD EDUCATIONAL TRUST
Tax-exempt · JEFFERSON, TX 75657
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $17,772 | $19,070 | -$1,298 | $401,345 | $0 | $401,345 |
| September 30, 2024 | 990-PF | $28,497 | $34,547 | -$6,050 | $402,643 | $0 | $402,643 |
| September 30, 2023 | 990-PF | $2,157 | $33,978 | -$31,821 | $408,693 | $0 | $408,693 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $13,905
- Net gain from sales of assets
- $3,796
- Other income
- $71
Expenses
- Grants and similar amounts paid
- $12,500
- Compensation of officers, directors and key employees
- $7,429
- Disbursements for charitable purposes
- $17,514
- Excise tax on investment income
- $178
Balance sheet and other
- Total assets, start of year
- $402,643
- Total assets, end of year
- $401,345
- Total liabilities, end of year
- $0
- Net assets, end of year
- $401,345
- Fair market value of assets
- $521,640
- Qualifying distributions
- $17,514
- Net investment income
- $17,772
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK PO BOX 2020, TYLER, TX 75710 | Formr Trustee | 5 | $7,429 |
| JESSE M DEWARE IV PO BOX 668, JEFFERSON, TX 75657 | Trustee | 2 | $0 |
| MARTHA TOMLINSON 509 MAGNOLIA, JEFFERSON, TX 75657 | Trustee | 2 | $0 |
990-PF for the year ended September 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK PO BOX 2020, TYLER, TX 75710 | Trustee | 5 | $7,220 |
| JESSE M DEWARE IV PO BOX 668, JEFFERSON, TX 75657 | Trustee | 2 | $2,500 |
| MARTHA TOMLINSON 509 MAGNOLIA, JEFFERSON, TX 75657 | Trustee | 2 | $2,500 |
990-PF for the year ended September 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK PO BOX 2020, TYLER, TX 75710 | Trustee | 5 | $6,911 |
| JESSE M DEWARE IV PO BOX 668, JEFFERSON, TX 75657 | Trustee | 2 | $2,500 |
| MARTHA TOMLINSON 509 MAGNOLIA, JEFFERSON, TX 75657 | Trustee | 2 | $2,500 |
Address and contacts
- Address (IRS master file)
- PO BOX 668, JEFFERSON, TX 75657-0668
- Signed the 990-PF
- TRUST ADVISOR, Trustee
- Phone
- (903) 665-2567
- Return prepared by
- HENRY & PETERS PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990-PF on file |
IRS record
- EIN
- 75-6310255
- 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
- 1985
- Accounting year ends
- September
- Files
- Form 990-PF
- Assets (IRS master file)
- $401,345
- Income (IRS master file)
- $157,241
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $17,772 | $19,070 | $401,345 | XML |
| 990-PF | September 2024 | $28,497 | $34,547 | $402,643 | IRS |
| 990-PF | September 2023 | $2,157 | $33,978 | $408,693 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | IRS |
| 990-PF | September 2019 | – | – | – | IRS |
| 990-PF | September 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 75-6310255).
Questions about BETH ROWELL MEAD EDUCATIONAL TRUST
- What is the EIN of BETH ROWELL MEAD EDUCATIONAL TRUST?
- The employer identification number (EIN) of BETH ROWELL MEAD EDUCATIONAL TRUST is 75-6310255.
- Is BETH ROWELL MEAD EDUCATIONAL TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
- Are donations to BETH ROWELL MEAD EDUCATIONAL TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BETH ROWELL MEAD EDUCATIONAL TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BETH ROWELL MEAD EDUCATIONAL TRUST due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BETH ROWELL MEAD EDUCATIONAL TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of BETH ROWELL MEAD EDUCATIONAL TRUST?
- The 990-PF for the year ended September 30, 2025 lists 3 people; 1 received compensation from the organization, the highest $7,429 (REGIONS BANK, Formr Trustee).
- How much revenue does BETH ROWELL MEAD EDUCATIONAL TRUST have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $17,772, expenses of $19,070 and total assets of $401,345 at year end.
Other nonprofits in JEFFERSON
- EMC WATER SUPPLY CORPORATION EIN 75-2266433 · last filed 990 for 2024
- THE EXCELSIOR FOUNDATION EIN 75-1078208 · last filed 990 for 2024
- JEFFERSON CHRISTIAN ACADEMY EIN 33-1059880 · last filed 990 for 2025
- KELLYVILLE BEREA WATER SUPPLY CORPORATION EIN 75-1757294 · last filed 990 for 2025
- THE JEFFERSONIAN INSTITUTE INC EIN 75-2594871 · last filed 990 for 2024
- F A SCHLUTER 1818-1882 EIN 75-6108975 · last filed 990-PF for 2025
- HISTORIC JEFFERSON FOUNDATION EIN 75-1730285 · last filed 990-EZ for 2025
- UNITED WE SERVE EIN 34-2005253 · last filed 990-EZ for 2024