Skip to main content

Nonprofit · EIN 39-6257040

BENTON & LOUISE HALE MEMORIAL SCHOLARSHIP

Tax-exempt · MILWAUKEE, WI 53214

Financials

$2K$24K2023$20K$23K2024$31K$19K2025
Revenue Expenses · by fiscal year end
Financials of BENTON & LOUISE HALE MEMORIAL SCHOLARSHIP by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$30,968$18,891$12,077$342,503$0$342,503
December 31, 2024990-PF$20,269$22,778-$2,509$330,040$0$330,040
December 31, 2023990-PF$2,112$23,813-$21,701$332,377$0$332,377
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$12,729
Net gain from sales of assets
$18,175
Other income
$64

Expenses

Grants and similar amounts paid
$13,355
Compensation of officers, directors and key employees
$5,189
Disbursements for charitable purposes
$13,355
Excise tax on investment income
$357

Balance sheet and other

Total assets, start of year
$330,040
Total assets, end of year
$342,503
Total liabilities, end of year
$0
Net assets, end of year
$342,503
Fair market value of assets
$397,108
Qualifying distributions
$13,355
Net investment income
$30,968

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.

NameTitleHours / weekCompensation
MIDWEST INSTITUTIONAL TRUST CO
10700 Research Drive Suite 205, Wauwatosa, WI 532263460
TRUSTEE1$5,189
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
MIDWEST INSTITUTIONAL TRUST CO
10700 Research Drive Suite 205, Wauwatosa, WI 532263460
TRUSTEE1$5,099
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
MIDWEST INSTITUTIONAL TRUST CO
10700 Research Drive Suite 205, Wauwatosa, WI 532263460
TTEE1$4,788

Address and contacts

Address (IRS master file)
C/O ARGENT TRUST CO 115 S 84 ST STE, MILWAUKEE, WI 53214-0000
Signed the 990-PF
MIDWEST INSTITUTIONAL TRUST COMPANY, Business Suppor
Phone
(414) 875-3240
Return prepared by
ERNST & YOUNG 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
39-6257040
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
1984
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$342,503
Income (IRS master file)
$103,510

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$30,968$18,891$342,503IRS
990-PFDecember 2024$20,269$22,778$330,040IRS
990-PFDecember 2023$2,112$23,813$332,377XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––IRS
990-PFDecember 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 39-6257040).

Questions about BENTON & LOUISE HALE MEMORIAL SCHOLARSHIP

What is the EIN of BENTON & LOUISE HALE MEMORIAL SCHOLARSHIP?
The employer identification number (EIN) of BENTON & LOUISE HALE MEMORIAL SCHOLARSHIP is 39-6257040.
Is BENTON & LOUISE HALE MEMORIAL SCHOLARSHIP tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
Are donations to BENTON & LOUISE HALE MEMORIAL SCHOLARSHIP tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BENTON & LOUISE HALE MEMORIAL SCHOLARSHIP file?
Form 990-PF. Private foundations file every year.
When is the next return of BENTON & LOUISE HALE MEMORIAL SCHOLARSHIP 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 BENTON & LOUISE HALE MEMORIAL SCHOLARSHIP 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 BENTON & LOUISE HALE MEMORIAL SCHOLARSHIP?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $5,189 (MIDWEST INSTITUTIONAL TRUST CO, TRUSTEE).
How much revenue does BENTON & LOUISE HALE MEMORIAL SCHOLARSHIP have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $30,968, expenses of $18,891 and total assets of $342,503 at year end.

Other nonprofits in MILWAUKEE

All nonprofits in MILWAUKEE · Wisconsin