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Nonprofit · EIN 95-6032103

WILLIAM C FREE & MAZY BELL FREE SCHOLARSHIP FUND TR U W MAZY BE

Also known as KARLA C BERENTSEN TTEE

Tax-exempt · PASADENA, CA 91101

Financials

$52K$106K2023$77K$113K2024$39K$118K2025
Revenue Expenses · by fiscal year end
Financials of WILLIAM C FREE & MAZY BELL FREE SCHOLARSHIP FUND TR U W MAZY BE by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
April 30, 2026990-PF$38,907$117,513-$78,606$504,340$0$504,340
April 30, 2025990-PF$76,648$112,973-$36,325$582,946$0$582,946
April 30, 2024990-PF$52,431$106,314-$53,883$619,271$0$619,271
Financial details: 990-PF for the year ended April 30, 2026

Revenue

Dividends
$60,069
Interest
$335
Net gain from sales of assets
-$21,497

Expenses

Grants and similar amounts paid
$91,198
Compensation of officers, directors and key employees
$18,148
Disbursements for charitable purposes
$111,716
Excise tax on investment income
$768

Balance sheet and other

Total assets, start of year
$582,946
Total assets, end of year
$504,340
Total liabilities, end of year
$0
Net assets, end of year
$504,340
Fair market value of assets
$2,594,897
Qualifying distributions
$111,716
Net investment income
$60,404

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
KARLA BERENTSEN
301 E COLORADO BLVD SUITE 900, PASADENA, CA 91101
TRUSTEE1$18,148
990-PF for the year ended April 30, 2025: 1 people
NameTitleHours / weekCompensation
KARLA BERENTSEN
301 E COLORADO BLVD SUITE 900, PASADENA, CA 91101
TRUSTEE1$17,176
990-PF for the year ended April 30, 2024: 1 people
NameTitleHours / weekCompensation
KARLA BERENTSEN
301 E COLORADO BLVD SUITE 900, PASADENA, CA 91101
TRUSTEE1$19,852

Address and contacts

Address (IRS master file)
301 E COLORADO BLVD STE 900, PASADENA, CA 91101-1916
In care of
% CLARK BYAM SUCCESSOR TTEE
Signed the 990-PF
KARLA BERENTSEN, TRUSTEE
Phone
(626) 796-9123
Return prepared by
COLDWELL SCLAFANI & COMPANY LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 95-6032103 or by the name WILLIAM C FREE & MAZY BELL FREE SCHOLARSHIP FUND TR U W MAZY BE.

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

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
95-6032103
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
1963
Accounting year ends
April
Files
Form 990-PF
Assets (IRS master file)
$504,340
Income (IRS master file)
$143,821

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFApril 2026$38,907$117,513$504,340XML
990-PFApril 2025$76,648$112,973$582,946XML
990-PFApril 2024$52,431$106,314$619,271XML
990-PFApril 2023–––IRS
990-PFApril 2022–––IRS
990-PFApril 2021–––IRS
990-PFApril 2020–––IRS
990-PFApril 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 95-6032103).

Questions about WILLIAM C FREE & MAZY BELL FREE SCHOLARSHIP FUND TR U W MAZY BE

What is the EIN of WILLIAM C FREE & MAZY BELL FREE SCHOLARSHIP FUND TR U W MAZY BE?
The employer identification number (EIN) of WILLIAM C FREE & MAZY BELL FREE SCHOLARSHIP FUND TR U W MAZY BE is 95-6032103.
Is WILLIAM C FREE & MAZY BELL FREE SCHOLARSHIP FUND TR U W MAZY BE tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1963.
Are donations to WILLIAM C FREE & MAZY BELL FREE SCHOLARSHIP FUND TR U W MAZY BE tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WILLIAM C FREE & MAZY BELL FREE SCHOLARSHIP FUND TR U W MAZY BE file?
Form 990-PF. Private foundations file every year.
When is the next return of WILLIAM C FREE & MAZY BELL FREE SCHOLARSHIP FUND TR U W MAZY BE 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 WILLIAM C FREE & MAZY BELL FREE SCHOLARSHIP FUND TR U W MAZY BE 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 WILLIAM C FREE & MAZY BELL FREE SCHOLARSHIP FUND TR U W MAZY BE?
The 990-PF for the year ended April 30, 2026 lists 1 person; 1 received compensation from the organization, the highest $18,148 (KARLA BERENTSEN, TRUSTEE).
How much revenue does WILLIAM C FREE & MAZY BELL FREE SCHOLARSHIP FUND TR U W MAZY BE have?
On its 990-PF for the year ended April 30, 2026 it reported revenue of $38,907, expenses of $117,513 and total assets of $504,340 at year end.

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