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Nonprofit · EIN 77-0470261

BETA EPSILON SCHOLARSHIP FUND

Tax-exempt · DAVIS, CA 95617

Financials

$4K$6K2023$30K$11K2024$35K$28K2025
Revenue Expenses · by fiscal year end
Financials of BETA EPSILON SCHOLARSHIP FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2026990$35,347$28,311$7,036$956,700$0$956,700
June 30, 2025990$30,106$11,422$18,684$885,051$0$885,051
June 30, 2024990$4,133$5,663-$1,530$810,766$0$810,766
Financial details: 990 for the year ended June 30, 2026

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$35,347
Other revenue
$0

Expenses

Grants and similar amounts paid
$19,225
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$28,311

Balance sheet and other

Total assets, start of year
$885,051
Total assets, end of year
$956,700
Total liabilities, end of year
$0
Net assets, end of year
$956,700
Net assets without donor restrictions
$956,700
Gross receipts
$35,347
Employees
0
Year formed
1997

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 June 30, 2026, highest compensation first.

NameTitleHours / weekCompensation
JAK BETTENCOURTTREASURER
Officer
–$0
DAVID PANCONISECRETARY
Officer
–$0
JUSTIN SCHLAGETERPRESIDENT
Officer
–$0
990 for the year ended June 30, 2025: 3 people
NameTitleHours / weekCompensation
JAK BETTENCOURTTREASURER
Officer
–$0
DAVID PANCONISECRETARY
Officer
–$0
JUSTIN SCHLAGETERPRESIDENT
Officer
–$0
990 for the year ended June 30, 2024: 3 people
NameTitleHours / weekCompensation
JAK BETTENCOURTTREASURER
Officer
–$0
DAVID PANCONISECRETARY
Officer
–$0
JUSTIN SCHLAGETERPRESIDENT
Officer
–$0

Address and contacts

Address (IRS master file)
PO BOX 4450, DAVIS, CA 95617-4450
In care of
% DAVID DEAN TREAS
Mailing address (990-N for 2021)
PO Box 4450, Davis CA 95617
Principal officer (990 for 2025)
JUSTIN SCHLAGETER, PO BOX 4450, DAVIS, CA 95617
Principal officer (990-N for 2021)
Justin Evan Schlageter, 3311 Lillard Drive, Davis CA 95618
Signed the 990
JUSTIN SCHLAGETER, PRESIDENT
Phone
(530) 400-1168
Return prepared by
NORCAL TAX ACCOUNTANCY

California records

California keeps its own records of charities and corporations. Search them by EIN 77-0470261 or by the name BETA EPSILON SCHOLARSHIP FUND.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

THE SPECIFIC PURPOSE FOR WHICH THIS CORPORATION IS ORGANIZED ARE EXCLUSIVELY CHARITABLE, AND EDUCATIONAL, INCLUDING, FOR SUCH PURPOSES, THE AWARDING OF SCHOLARSHIPS AND THE MAKING OF DISTRIBUTIONS TO ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER SECTION 501(C)3 OF THE INTERNAL REVENUE CODE, OR CORRESPONDING SECTION OF ANY FUTURE TAX CODE.

990 for the year ended June 30, 2026

Program accomplishments

  • SCHALARSHIP AWARDS.
    Expenses $28,311 · grants $19,225

What it must file and when

IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026990 on file
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
77-0470261
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1998
Accounting year ends
June
Files
Form 990-N (e-Postcard)
Category (NTEE)
Education (B82Z)
Assets (IRS master file)
$956,700
Income (IRS master file)
$35,347

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2026$35,347$28,311$956,700XML
990June 2025$30,106$11,422$885,051XML
990June 2024$4,133$5,663$810,766XML
990June 2023$691,729$171$691,714IRS
990-N for 2021
Officer: Justin Evan Schlageter
June 30, 2022≤ $50,000 receipts––e-Postcard
990-N for 2019
Officer: Justin Evan Schlageter
June 30, 2020≤ $50,000 receipts––e-Postcard
990-N for 2018
Officer: JUSTIN SCHLAGETER
June 30, 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 77-0470261).

Questions about BETA EPSILON SCHOLARSHIP FUND

What is the EIN of BETA EPSILON SCHOLARSHIP FUND?
The employer identification number (EIN) of BETA EPSILON SCHOLARSHIP FUND is 77-0470261.
Is BETA EPSILON SCHOLARSHIP FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
Are donations to BETA EPSILON SCHOLARSHIP FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does BETA EPSILON SCHOLARSHIP FUND file?
Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
When is the next return of BETA EPSILON SCHOLARSHIP FUND due?
The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BETA EPSILON SCHOLARSHIP FUND last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2026.
Who is the principal officer of BETA EPSILON SCHOLARSHIP FUND?
The 990 for the year ended June 30, 2026 names JUSTIN SCHLAGETER.
Who are the officers and directors of BETA EPSILON SCHOLARSHIP FUND?
The 990 for the year ended June 30, 2026 lists 3 people; 0 received compensation from the organization.
How much revenue does BETA EPSILON SCHOLARSHIP FUND have?
On its 990 for the year ended June 30, 2026 it reported revenue of $35,347, expenses of $28,311 and total assets of $956,700 at year end.

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