Nonprofit · EIN 88-2002414
SHIPLEY MEMORIAL SCHOLARSHIP TRUST
Tax-exempt · CINCINNATI, OH 45263
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $106,882 | $60,124 | $46,758 | $814,479 | $0 | $814,479 |
| December 31, 2024 | 990-PF | $75,994 | $47,767 | $28,227 | $767,749 | $0 | $767,749 |
| December 31, 2023 | 990-PF | $782,773 | $42,979 | $739,794 | $739,458 | $0 | $739,458 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $19,499
- Net gain from sales of assets
- $87,356
- Other income
- $27
Expenses
- Grants and similar amounts paid
- $40,000
- Compensation of officers, directors and key employees
- $12,799
- Disbursements for charitable purposes
- $47,420
- Excise tax on investment income
- $1,330
Balance sheet and other
- Total assets, start of year
- $767,749
- Total assets, end of year
- $814,479
- Total liabilities, end of year
- $0
- Net assets, end of year
- $814,479
- Fair market value of assets
- $918,923
- Qualifying distributions
- $47,420
- Net investment income
- $106,834
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIFTH THIRD BANK N A 38 FOUNTAIN SQ PLAZA MD1090VD, CINCINNATI, OH 45202 | TRUSTEE | 1 | $12,799 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIFTH THIRD BANK N A 38 FOUNTAIN SQ PLAZA MD1090VD, CINCINNATI, OH 45202 | TRUSTEE | 1 | $12,542 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIFTH THIRD BANK NA 38 FOUNTAIN SQ PLAZA MD1090VD, CINCINNATI, OH 45202 | TRUSTEE | 1 | $9,375 |
Address and contacts
- Address (IRS master file)
- PO BOX 630858, CINCINNATI, OH 45263-0858
- In care of
- % FOUNDATION OFFICE
- Signed the 990-PF
- MATTHEW CAROTHERS, Trustee
- Phone
- (513) 534-2796
- Return prepared by
- PWC US TAX LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 88-2002414
- 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
- 2022
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $814,479
- Income (IRS master file)
- $370,395
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $106,882 | $60,124 | $814,479 | IRS |
| 990-PF | December 2024 | $75,994 | $47,767 | $767,749 | XML |
| 990-PF | December 2023 | $782,773 | $42,979 | $739,458 | XML |
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 88-2002414).
Questions about SHIPLEY MEMORIAL SCHOLARSHIP TRUST
- What is the EIN of SHIPLEY MEMORIAL SCHOLARSHIP TRUST?
- The employer identification number (EIN) of SHIPLEY MEMORIAL SCHOLARSHIP TRUST is 88-2002414.
- Is SHIPLEY MEMORIAL SCHOLARSHIP TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to SHIPLEY MEMORIAL SCHOLARSHIP TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SHIPLEY MEMORIAL SCHOLARSHIP TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SHIPLEY MEMORIAL SCHOLARSHIP TRUST 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 SHIPLEY MEMORIAL SCHOLARSHIP TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of SHIPLEY MEMORIAL SCHOLARSHIP TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $12,799 (FIFTH THIRD BANK N A, TRUSTEE).
- How much revenue does SHIPLEY MEMORIAL SCHOLARSHIP TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $106,882, expenses of $60,124 and total assets of $814,479 at year end.
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