Nonprofit · EIN 23-7367435
ALICE COLBY WHEELER SCHOLARSHIP FUND 1020003308
Tax-exempt · ONTARIO, CA 91764
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $61,487 | $47,665 | $13,822 | $613,850 | $0 | $613,850 |
| December 31, 2024 | 990-PF | $37,396 | $45,069 | -$7,673 | $601,546 | $0 | $601,546 |
| December 31, 2023 | 990-PF | $17,335 | $40,265 | -$22,930 | $608,834 | $0 | $608,834 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $29,912
- Net gain from sales of assets
- $31,575
Expenses
- Grants and similar amounts paid
- $40,356
- Compensation of officers, directors and key employees
- $5,008
- Disbursements for charitable purposes
- $41,946
- Excise tax on investment income
- $785
Balance sheet and other
- Total assets, start of year
- $601,546
- Total assets, end of year
- $613,850
- Total liabilities, end of year
- $0
- Net assets, end of year
- $613,850
- Fair market value of assets
- $884,373
- Qualifying distributions
- $41,946
- Net investment income
- $61,466
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 |
|---|---|---|---|
| Citizens Trust 701 N HAVEN AVE STE 350, ONTARIO, CA 91764 | TRUSTEE | 5 | $5,008 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Citizens Trust PO BOX 2549, RANCHO CUCAMONGA, CA 917292549 | TRUSTEE | 5 | $4,719 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Citizens Trust PO BOX 2549, RANCHO CUCAMONGA, CA 917292549 | TRUSTEE | 5 | $4,267 |
Address and contacts
- Address (IRS master file)
- 701 N HAVEN AVE STE 350, ONTARIO, CA 91764-4920
- Signed the 990-PF
- THOMAS L TRINE, Trustee
- Phone
- (909) 483-4378
- Return prepared by
- RELIANCE INTEGRATED SOLUTIONS LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 23-7367435 or by the name ALICE COLBY WHEELER SCHOLARSHIP FUND 1020003308.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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
- 23-7367435
- 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
- 1974
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82Z)
- Assets (IRS master file)
- $613,850
- Income (IRS master file)
- $185,016
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $61,487 | $47,665 | $613,850 | IRS |
| 990-PF | December 2024 | $37,396 | $45,069 | $601,546 | IRS |
| 990-PF | December 2023 | $17,335 | $40,265 | $608,834 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 23-7367435).
Questions about ALICE COLBY WHEELER SCHOLARSHIP FUND 1020003308
- What is the EIN of ALICE COLBY WHEELER SCHOLARSHIP FUND 1020003308?
- The employer identification number (EIN) of ALICE COLBY WHEELER SCHOLARSHIP FUND 1020003308 is 23-7367435.
- Is ALICE COLBY WHEELER SCHOLARSHIP FUND 1020003308 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1974.
- Are donations to ALICE COLBY WHEELER SCHOLARSHIP FUND 1020003308 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ALICE COLBY WHEELER SCHOLARSHIP FUND 1020003308 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ALICE COLBY WHEELER SCHOLARSHIP FUND 1020003308 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 ALICE COLBY WHEELER SCHOLARSHIP FUND 1020003308 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 ALICE COLBY WHEELER SCHOLARSHIP FUND 1020003308?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $5,008 (Citizens Trust, TRUSTEE).
- How much revenue does ALICE COLBY WHEELER SCHOLARSHIP FUND 1020003308 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $61,487, expenses of $47,665 and total assets of $613,850 at year end.
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