Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 02-0484968

VAN AND JOANNA CHRISTY SCHOLARSHIP FUND

Also known as FIRST NH INVESTMENT SERVICES TTEE

Tax-exempt · JOHNSTON, RI 02919

Financials

$53K$124K2022$107K$104K2023$130K$92K2024
Revenue Expenses · by fiscal year end
Financials of VAN AND JOANNA CHRISTY SCHOLARSHIP FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
August 31, 2025990-PF$129,526$91,818$37,708$1,253,307$0$1,253,307
August 31, 2024990-PF$107,144$104,218$2,926$1,215,395$0$1,215,395
August 31, 2023990-PF$52,885$124,180-$71,295$1,211,358$0$1,211,358
Financial details: 990-PF for the year ended August 31, 2025

Revenue

Dividends
$46,096
Net gain from sales of assets
$83,430

Expenses

Grants and similar amounts paid
$62,017
Compensation of officers, directors and key employees
$17,941
Disbursements for charitable purposes
$71,787
Excise tax on investment income
$1,550

Balance sheet and other

Total assets, start of year
$1,215,395
Total assets, end of year
$1,253,307
Total liabilities, end of year
$0
Net assets, end of year
$1,253,307
Fair market value of assets
$1,847,770
Qualifying distributions
$71,787
Net investment income
$129,526

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 August 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
CITIZENS N A
ONE CITIZENS BANK WAY JCB 115, JOHNSTON, RI 02919
TRUSTEE3$17,941
990-PF for the year ended August 31, 2024: 1 people
NameTitleHours / weekCompensation
CITIZENS N A
ONE CITIZENS BANK WAY JCB 115, JOHNSTON, RI 02919
TRUSTEE3$16,799
990-PF for the year ended August 31, 2023: 1 people
NameTitleHours / weekCompensation
CITIZENS N A
ONE CITIZENS BANK WAY JCB 115, JOHNSTON, RI 02919
TRUSTEE3$15,968

Address and contacts

Address (IRS master file)
ONE CITIZENS BANK WAY JCB115, JOHNSTON, RI 02919-1922
In care of
% VAN AND JOANNA CHRISTY SCHOLARSHI
Signed the 990-PF
DONALD LUSTIG, TAX OFFICER
Phone
(603) 634-7749
Return prepared by
KPMG 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 August, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025August 31, 2026January 15, 2027Not due yet
2024August 31, 2025January 15, 2026990-PF on file
2023August 31, 2024January 15, 2025990-PF on file

IRS record

EIN
02-0484968
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
1996
Accounting year ends
August
Files
Form 990-PF
Assets (IRS master file)
$1,253,307
Income (IRS master file)
$323,562

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFAugust 2025$129,526$91,818$1,253,307XML
990-PFAugust 2024$107,144$104,218$1,215,395XML
990-PFAugust 2023$52,885$124,180$1,211,358XML
990-PFAugust 2022–––IRS
990-PFAugust 2021–––IRS
990-PFAugust 2020–––IRS
990-PFAugust 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 02-0484968).

Questions about VAN AND JOANNA CHRISTY SCHOLARSHIP FUND

What is the EIN of VAN AND JOANNA CHRISTY SCHOLARSHIP FUND?
The employer identification number (EIN) of VAN AND JOANNA CHRISTY SCHOLARSHIP FUND is 02-0484968.
Is VAN AND JOANNA CHRISTY SCHOLARSHIP FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
Are donations to VAN AND JOANNA CHRISTY SCHOLARSHIP FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does VAN AND JOANNA CHRISTY SCHOLARSHIP FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of VAN AND JOANNA CHRISTY SCHOLARSHIP FUND due?
The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did VAN AND JOANNA CHRISTY SCHOLARSHIP FUND last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended August 2025.
Who are the officers and directors of VAN AND JOANNA CHRISTY SCHOLARSHIP FUND?
The 990-PF for the year ended August 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $17,941 (CITIZENS N A, TRUSTEE).
How much revenue does VAN AND JOANNA CHRISTY SCHOLARSHIP FUND have?
On its 990-PF for the year ended August 31, 2025 it reported revenue of $129,526, expenses of $91,818 and total assets of $1,253,307 at year end.

Other nonprofits in JOHNSTON

All nonprofits in JOHNSTON · Rhode Island