Nonprofit · EIN 34-1690879
CAL STEPAN SCHOLARSHIP FUND EDUCATION TR
Tax-exempt · SHAKER HTS, OH 44122
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $4,649 | $1,157 | $3,492 | $58,937 | $0 | $58,937 |
| June 30, 2024 | 990-PF | $2,114 | $1,429 | $685 | $55,445 | $0 | $55,445 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $4,001
- Net gain from sales of assets
- $648
Expenses
- Grants and similar amounts paid
- $1,157
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Disbursements for charitable purposes
- $1,157
- Excise tax on investment income
- $9
Balance sheet and other
- Total assets, start of year
- $55,445
- Total assets, end of year
- $58,937
- Total liabilities, end of year
- $0
- Net assets, end of year
- $58,937
- Fair market value of assets
- $63,362
- Qualifying distributions
- $1,157
- Net investment income
- $648
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jim Carr 3451 Norwood Rd, Shaker Heights, OH 44122 | Vice Pres | 1 | $0 |
| Vincent Winslow 19232 Lomond Boulevard, Shaker Heights, OH 44122 | Sect Treas | 2 | $0 |
| Thomas Fanta 3450 Norwood Rd, Shaker Heights, OH 44122 | Trustee | 1 | $0 |
| Goeff Masten 3450 Norwood Rd, Shaker Heights, OH 44122 | Trustee | 1 | $0 |
| Jennifer Sullivan 3450 Norwood Rd, Shaker Heights, OH 44122 | Trustee | 1 | $0 |
990-PF for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jim Carr 3451 Norwood Rd, Shaker Heights, OH 44122 | Vice Pres | 1 | $0 |
| Vincent Winslow 19232 Lomond Boulevard, Shaker Heights, OH 44122 | Sect Treas | 2 | $0 |
| Thomas Fanta 3450 Norwood Rd, Shaker Heights, OH 44122 | Trustee | 1 | $0 |
| Goeff Masten 3450 Norwood Rd, Shaker Heights, OH 44122 | Trustee | 1 | $0 |
| Jennifer Sullivan 3450 Norwood Rd, Shaker Heights, OH 44122 | Trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 3450 NORWOOD RD, SHAKER HTS, OH 44122-4967
- In care of
- % VINCENT WINSLOW
- Signed the 990-PF
- Vincent Winslow, Sect Treas
- Phone
- (216) 870-2784
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 34-1690879
- 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
- 1992
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $58,937
- Income (IRS master file)
- $5,259
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $4,649 | $1,157 | $58,937 | IRS |
| 990-PF | June 2024 | $2,114 | $1,429 | $55,445 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | 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 34-1690879).
Questions about CAL STEPAN SCHOLARSHIP FUND EDUCATION TR
- What is the EIN of CAL STEPAN SCHOLARSHIP FUND EDUCATION TR?
- The employer identification number (EIN) of CAL STEPAN SCHOLARSHIP FUND EDUCATION TR is 34-1690879.
- Is CAL STEPAN SCHOLARSHIP FUND EDUCATION TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to CAL STEPAN SCHOLARSHIP FUND EDUCATION TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CAL STEPAN SCHOLARSHIP FUND EDUCATION TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CAL STEPAN SCHOLARSHIP FUND EDUCATION TR due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CAL STEPAN SCHOLARSHIP FUND EDUCATION TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of CAL STEPAN SCHOLARSHIP FUND EDUCATION TR?
- The 990-PF for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does CAL STEPAN SCHOLARSHIP FUND EDUCATION TR have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $4,649, expenses of $1,157 and total assets of $58,937 at year end.
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