Nonprofit · EIN 31-1739727
LANCASTER EAGLES FOREST ROSE AERIE 2120 CHARITY AND SCHOLARSHIP FUND
Tax-exempt · LANCASTER, OH 43130
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990-EZ | $48 | $36,329 | -$36,281 | $80,137 | $0 | $80,137 |
| October 31, 2024 | 990-EZ | $120,220 | $94,139 | $26,081 | $116,418 | $0 | $116,418 |
| October 31, 2023 | 990-EZ | $108,557 | $44,808 | $63,749 | $90,337 | $0 | $90,337 |
Financial details: 990-EZ for the year ended October 31, 2025
Revenue
- Other revenue
- $48
Expenses
- Grants and similar amounts paid
- $33,680
- Compensation of officers, directors and key employees
- $1,000
- Salaries, compensation and benefits (total)
- $1,000
- Professional fees and payments to contractors
- $1,549
- Other expenses
- $100
Balance sheet and other
- Total assets, start of year
- $116,418
- Total assets, end of year
- $80,137
- Total liabilities, end of year
- $0
- Net assets, end of year
- $80,137
- Cash, savings and investments
- $80,137
- Gross receipts
- $48
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-EZ for the year ended October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARILYN WOLTZ | SEC/TREAS | 1 | $500 |
| JIM WOLTZ | PRESIDENT | 1 | $500 |
990-EZ for the year ended October 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JIM WOLTZ | PRESIDENT | 1 | $1,000 |
| MARILYN WOLTZ | SEC/TREAS | 1 | $0 |
990-EZ for the year ended October 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JIM WOLTZ | PRESIDENT | 1 | $500 |
| MARILYN WOLTZ | SEC/TREAS | 1 | $500 |
Address and contacts
- Address (IRS master file)
- 950 CLAYTON DR, LANCASTER, OH 43130-2060
- In care of
- % JIM WOLTZ PRESIDENT
- Signed the 990-EZ
- JIM WOLTZ, PRESIDENT
- Phone
- (740) 687-0509
- Return prepared by
- OATNEY & ASSOCIATES CPA'S INC
Mission
THE PURPOSE FOR WHICH THE CORPORATION IS FORMED IS TO PROMOTE AND SUPPORT EDUCATION THROUGH SCHOLARSHIP AND TUITION ASSISTANCE TO QUALIFIED HIGH SCHOOL GRADUATES IN FAIRFIELD COUNTY, OHIO AND TO RAISE FUNDS FOR THESE PURPOSES. FURTHER, THIS CORPORATION IS ORGANIZED EXCLUSIVELY FOR CHARITABLE PURPOSES, THE MAKING OF DISTRIBUTIONS TO ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986 (OR THE CORRESPONDING PROVISION OF ANY FUTURE UNITED STATES INTERNAL REVENUE LAW).
Program accomplishments
- TO GRANT SCHOLARSHIPS TO QUALIFIELD HIGH SCH. GRADUATES IN FAIRFIELD CTY,OH BASED ON GRADES, LEADERSHIP, FINANCIAL NEED, COMMUNITY INVOLVEMENT.
- CONTRIBUTIONS TO CHARITABLE NON PROFIT ORGANIZATIONSgrants $11,495
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | October 31, 2026 | March 15, 2027 | Not due yet |
| 2024 | October 31, 2025 | March 16, 2026 | 990-EZ on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990-EZ on file |
IRS record
- EIN
- 31-1739727
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2001
- Accounting year ends
- October
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $80,137
- Income (IRS master file)
- $48
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | October 2025 | $48 | $36,329 | $80,137 | XML |
| 990-EZ | October 2024 | $120,220 | $94,139 | $116,418 | XML |
| 990-EZ | October 2023 | $108,557 | $44,808 | $90,337 | XML |
| 990-EZ | October 2022 | – | – | – | IRS |
| 990-EZ | October 2021 | – | – | – | IRS |
| 990-EZ | October 2019 | – | – | – | IRS |
| 990-EZ | October 2018 | – | – | – | 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 31-1739727).
Questions about LANCASTER EAGLES FOREST ROSE AERIE 2120 CHARITY AND SCHOLARSHIP FUND
- What is the EIN of LANCASTER EAGLES FOREST ROSE AERIE 2120 CHARITY AND SCHOLARSHIP FUND?
- The employer identification number (EIN) of LANCASTER EAGLES FOREST ROSE AERIE 2120 CHARITY AND SCHOLARSHIP FUND is 31-1739727.
- Is LANCASTER EAGLES FOREST ROSE AERIE 2120 CHARITY AND SCHOLARSHIP FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to LANCASTER EAGLES FOREST ROSE AERIE 2120 CHARITY AND SCHOLARSHIP FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LANCASTER EAGLES FOREST ROSE AERIE 2120 CHARITY AND SCHOLARSHIP FUND file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of LANCASTER EAGLES FOREST ROSE AERIE 2120 CHARITY AND SCHOLARSHIP FUND due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LANCASTER EAGLES FOREST ROSE AERIE 2120 CHARITY AND SCHOLARSHIP FUND last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended October 2025.
- Who are the officers and directors of LANCASTER EAGLES FOREST ROSE AERIE 2120 CHARITY AND SCHOLARSHIP FUND?
- The 990-EZ for the year ended October 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $500 (MARILYN WOLTZ, SEC/TREAS).
- How much revenue does LANCASTER EAGLES FOREST ROSE AERIE 2120 CHARITY AND SCHOLARSHIP FUND have?
- On its 990-EZ for the year ended October 31, 2025 it reported revenue of $48, expenses of $36,329 and total assets of $80,137 at year end.
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All nonprofits in LANCASTER · Ohio · Philanthropy, voluntarism and grantmaking foundations