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Nonprofit · EIN 95-6017406

ANNE LEE STACEY SCHOLARSHIP FUND

Tax-exempt · DALLAS, TX 75265

Financials

$8K$20K2023$19K$18K2024$32K$22K2025
Revenue Expenses · by fiscal year end
Financials of ANNE LEE STACEY SCHOLARSHIP FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
April 30, 2026990-PF$31,579$22,103$9,476$216,284$0$216,284
April 30, 2025990-PF$18,732$18,453$279$199,820$0$199,820
April 30, 2024990-PF$7,624$19,709-$12,085$200,439$0$200,439
Financial details: 990-PF for the year ended April 30, 2026

Revenue

Dividends
$5,567
Net gain from sales of assets
$26,012

Expenses

Grants and similar amounts paid
$8,000
Compensation of officers, directors and key employees
$3,553
Disbursements for charitable purposes
$18,601
Excise tax on investment income
$394

Balance sheet and other

Total assets, start of year
$199,820
Total assets, end of year
$216,284
Total liabilities, end of year
$0
Net assets, end of year
$216,284
Fair market value of assets
$265,670
Qualifying distributions
$18,601
Net investment income
$31,495

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 April 30, 2026, highest compensation first.

NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$3,553
MELISSA OWENS
1700 NE 63RD ST, OKLAHOMA CITY, OK 731117906
COMMITTEE MEMBER1$0
WHITNEY BATRES
1700 NE 63RD ST, OKLAHOMA CITY, OK 731117906
COMMITTEE MEMBER1$0
SUSAN PATTERSON
1700 NE 63RD ST, OKLAHOMA CITY, OK 731117906
COMMITTEE MEMBER1$0
990-PF for the year ended April 30, 2025: 4 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$3,394
MELISSA OWENS
1700 NE 63RD ST, OKLAHOMA CITY, OK 731117906
COMMITTEE MEMBER1$0
WHITNEY BATRES
1700 NE 63RD ST, OKLAHOMA CITY, OK 731117906
COMMITTEE MEMBER1$0
SUSAN PATTERSON
1700 NE 63RD ST, OKLAHOMA CITY, OK 731117906
COMMITTEE MEMBER1$0
990-PF for the year ended April 30, 2024: 4 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$3,137
MELISSA OWENS
1700 NE 63RD ST, OKLAHOMA CITY, OK 731117906
COMMITTEE MEMBER1$0
WHITNEY BATRES
1700 NE 63RD ST, OKLAHOMA CITY, OK 731117906
COMMITTEE MEMBER1$0
SUSAN PATTERSON
1700 NE 63RD ST, OKLAHOMA CITY, OK 731117906
COMMITTEE MEMBER1$0

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
Signed the 990-PF
BANK OF AMERICA N A, MANAGING DIR
Phone
(888) 866-3275

What it must file and when

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

Tax yearYear endedDueIRS public records
2025April 30, 2026September 15, 2026990-PF on file
2024April 30, 2025September 15, 2025990-PF on file
2023April 30, 2024September 16, 2024990-PF on file

IRS record

EIN
95-6017406
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
1946
Accounting year ends
April
Files
Form 990-PF
Assets (IRS master file)
$216,284
Income (IRS master file)
$73,693

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFApril 2026$31,579$22,103$216,284XML
990-PFApril 2025$18,732$18,453$199,820XML
990-PFApril 2024$7,624$19,709$200,439XML
990-PFApril 2023–––IRS
990-PFApril 2022–––IRS
990-PFApril 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 95-6017406).

Questions about ANNE LEE STACEY SCHOLARSHIP FUND

What is the EIN of ANNE LEE STACEY SCHOLARSHIP FUND?
The employer identification number (EIN) of ANNE LEE STACEY SCHOLARSHIP FUND is 95-6017406.
Is ANNE LEE STACEY SCHOLARSHIP FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1946.
Are donations to ANNE LEE STACEY SCHOLARSHIP FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ANNE LEE STACEY SCHOLARSHIP FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of ANNE LEE STACEY SCHOLARSHIP FUND due?
The return for tax year 2026 (the year ending April 30, 2027) is due September 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ANNE LEE STACEY SCHOLARSHIP FUND last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended April 2026.
Who are the officers and directors of ANNE LEE STACEY SCHOLARSHIP FUND?
The 990-PF for the year ended April 30, 2026 lists 4 people; 1 received compensation from the organization, the highest $3,553 (BANK OF AMERICA, TRUSTEE).
How much revenue does ANNE LEE STACEY SCHOLARSHIP FUND have?
On its 990-PF for the year ended April 30, 2026 it reported revenue of $31,579, expenses of $22,103 and total assets of $216,284 at year end.

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