Nonprofit · EIN 75-6498847
HAZEL MONTGOMERY M D MEMORIAL SCHOLARSHIP TRUST
Tax-exempt · TYLER, TX 75711
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990-PF | $30,569 | $70,782 | -$40,213 | $858,793 | $0 | $858,793 |
| May 31, 2024 | 990-PF | $44,433 | $64,872 | -$20,439 | $899,090 | $84 | $899,006 |
Financial details: 990-PF for the year ended May 31, 2025
Revenue
- Dividends
- $28,007
- Other income
- $2,562
Expenses
- Grants and similar amounts paid
- $53,668
- Compensation of officers, directors and key employees
- $13,551
- Disbursements for charitable purposes
- $55,701
- Excise tax on investment income
- $218
Balance sheet and other
- Total assets, start of year
- $899,090
- Total assets, end of year
- $858,793
- Total liabilities, end of year
- $0
- Net assets, end of year
- $858,793
- Fair market value of assets
- $1,131,333
- Qualifying distributions
- $55,701
- Net investment income
- $30,569
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SOUTHSIDE BANK PO BOX 6170, TYLER, TX 757116170 | Trustee | 4 | $13,551 |
990-PF for the year ended May 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SOUTHSIDE BANK PO BOX 6170, TYLER, TX 757116170 | Trustee | 4 | $9,641 |
Address and contacts
- Address (IRS master file)
- PO BOX 6170, TYLER, TX 75711-6170
- In care of
- % SOUTHSIDE BANK TTEE
- Signed the 990-PF
- KIM CHRISTIE, Trustee
- Phone
- (903) 531-7197
- 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 May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990-PF on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990-PF on file |
IRS record
- EIN
- 75-6498847
- Accounting year ends
- May
- Files
- Form 990-PF
- Assets (IRS master file)
- $858,793
- Income (IRS master file)
- $30,569
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | May 2025 | $30,569 | $70,782 | $858,793 | XML |
| 990-PF | May 2024 | $44,433 | $64,872 | $899,090 | XML |
| 990-PF | May 2023 | – | – | – | IRS |
| 990-PF | May 2022 | – | – | – | IRS |
| 990-PF | May 2021 | – | – | – | IRS |
| 990-PF | May 2019 | – | – | – | 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 75-6498847).
Questions about HAZEL MONTGOMERY M D MEMORIAL SCHOLARSHIP TRUST
- What is the EIN of HAZEL MONTGOMERY M D MEMORIAL SCHOLARSHIP TRUST?
- The employer identification number (EIN) of HAZEL MONTGOMERY M D MEMORIAL SCHOLARSHIP TRUST is 75-6498847.
- Is HAZEL MONTGOMERY M D MEMORIAL SCHOLARSHIP TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does HAZEL MONTGOMERY M D MEMORIAL SCHOLARSHIP TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HAZEL MONTGOMERY M D MEMORIAL SCHOLARSHIP TRUST 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 HAZEL MONTGOMERY M D MEMORIAL SCHOLARSHIP TRUST 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 HAZEL MONTGOMERY M D MEMORIAL SCHOLARSHIP TRUST?
- The 990-PF for the year ended May 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $13,551 (SOUTHSIDE BANK, Trustee).
- How much revenue does HAZEL MONTGOMERY M D MEMORIAL SCHOLARSHIP TRUST have?
- On its 990-PF for the year ended May 31, 2025 it reported revenue of $30,569, expenses of $70,782 and total assets of $858,793 at year end.
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