Nonprofit · EIN 99-6202676
BERNICE M CARPENTER SCHOLARSHIP TR
Also known as C FINANCIAL SERVICES GROUP LLC TTEE
Tax-exempt · NEWPORT, VT 05855
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $40,822 | $36,162 | $4,660 | $496,350 | $0 | $496,350 |
| December 31, 2024 | 990-PF | $369,373 | $10,363 | $359,010 | $490,890 | $0 | $490,890 |
| December 31, 2023 | 990-PF | $164,281 | $0 | $164,281 | $164,121 | $0 | $164,121 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $31,632
- Dividends
- $17,451
- Net gain from sales of assets
- -$8,261
Expenses
- Grants and similar amounts paid
- $27,500
- Compensation of officers, directors and key employees
- $6,681
- Disbursements for charitable purposes
- $30,533
- Excise tax on investment income
- $178
Balance sheet and other
- Total assets, start of year
- $490,890
- Total assets, end of year
- $496,350
- Total liabilities, end of year
- $0
- Net assets, end of year
- $496,350
- Fair market value of assets
- $517,716
- Qualifying distributions
- $30,533
- Net investment income
- $17,451
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 |
|---|---|---|---|
| COMMUNITY FINANCIAL SERVICES GROUP PO BOX 120, NEWPORT, VT 05855 | CORPORATE TTEE | 10 | $6,681 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| COMMUNITY FINANCIAL SERVICES GROUP PO BOX 120, NEWPORT, VT 05855 | CORPORATE TTEE | 10 | $2,900 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| COMMUNITY FINANCIAL SERVICES GROUP PO BOX 120, NEWPORT, VT 05855 | CORPORATE TTEE | 10 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 120, NEWPORT, VT 05855-0120
- In care of
- % COMMUNITY FINANCIAL SERVICES GROU
- Signed the 990-PF
- MICHELLE CHAREST, VICE PRESIDENT
- Phone
- (802) 334-1677
- Return prepared by
- DELOITTE 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
- 99-6202676
- 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
- 2024
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $496,350
- Income (IRS master file)
- $172,700
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $40,822 | $36,162 | $496,350 | IRS |
| 990-PF | December 2024 | $369,373 | $10,363 | $490,890 | XML |
| 990-PF | December 2023 | $164,281 | $0 | $164,121 | 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 99-6202676).
Questions about BERNICE M CARPENTER SCHOLARSHIP TR
- What is the EIN of BERNICE M CARPENTER SCHOLARSHIP TR?
- The employer identification number (EIN) of BERNICE M CARPENTER SCHOLARSHIP TR is 99-6202676.
- Is BERNICE M CARPENTER SCHOLARSHIP TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2024.
- Are donations to BERNICE M CARPENTER SCHOLARSHIP TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BERNICE M CARPENTER SCHOLARSHIP TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BERNICE M CARPENTER SCHOLARSHIP TR 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 BERNICE M CARPENTER SCHOLARSHIP TR 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 BERNICE M CARPENTER SCHOLARSHIP TR?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $6,681 (COMMUNITY FINANCIAL SERVICES GROUP, CORPORATE TTEE).
- How much revenue does BERNICE M CARPENTER SCHOLARSHIP TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $40,822, expenses of $36,162 and total assets of $496,350 at year end.
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