Nonprofit · EIN 39-6498404
MAX H ALBERTS SCHOLARSHIP FUND UW
Also known as C-O MARSHALL AND ILSLEY TRUST CO
Tax-exempt · WESTERVILLE, OH 43082
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2026 | 990-PF | $35,269 | $50,499 | -$15,230 | $621,412 | $0 | $621,412 |
| April 30, 2025 | 990-PF | $23,120 | $44,423 | -$21,303 | $636,399 | $0 | $636,399 |
| April 30, 2024 | 990-PF | $31,358 | $38,330 | -$6,972 | $657,775 | $0 | $657,775 |
Financial details: 990-PF for the year ended April 30, 2026
Revenue
- Dividends
- $25,106
- Net gain from sales of assets
- $10,163
Expenses
- Grants and similar amounts paid
- $39,910
- Compensation of officers, directors and key employees
- $4,647
- Disbursements for charitable purposes
- $41,222
- Excise tax on investment income
- $363
Balance sheet and other
- Total assets, start of year
- $636,399
- Total assets, end of year
- $621,412
- Total liabilities, end of year
- $0
- Net assets, end of year
- $621,412
- Fair market value of assets
- $901,238
- Qualifying distributions
- $41,222
- Net investment income
- $35,269
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 April 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MIDWEST TRUST COMPANY 5901 COLLEGE BOULEVARD SUITE 100, OVERLAND PARK, KS 662111503 | TRUSTEE | 1 | $4,647 |
990-PF for the year ended April 30, 2025: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MIDWEST TRUST COMPANY 5901 COLLEGE BOULEVARD SUITE 100, OVERLAND PARK, KS 662111503 | TRUSTEE | 1 | $3,354 |
| BMO BANK NA 790 N WATER STREET FLOOR 11, MILWAUKEE, WI 53202 | PRIOR TRUSTEE | 1 | $1,430 |
990-PF for the year ended April 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BMO BANK N A 790 N WATER STREET FLOOR 11, MILWAUKEE, WI 53202 | TRUSTEE | 1 | $9,531 |
Address and contacts
- Address (IRS master file)
- 550 POLARIS PKWY STE 230, WESTERVILLE, OH 43082-3100
- In care of
- % MARSHALL AND ILSLEY TRUST CO
- Signed the 990-PF
- DAVID YOST, PRESIDENT
- Phone
- (913) 319-0300
- 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 April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | 990-PF on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990-PF on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990-PF on file |
IRS record
- EIN
- 39-6498404
- 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
- 1991
- Accounting year ends
- April
- Files
- Form 990-PF
- Assets (IRS master file)
- $621,412
- Income (IRS master file)
- $394,799
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | April 2026 | $35,269 | $50,499 | $621,412 | XML |
| 990-PF | April 2025 | $23,120 | $44,423 | $636,399 | XML |
| 990-PF | April 2024 | $31,358 | $38,330 | $657,775 | XML |
| 990-PF | April 2023 | – | – | – | IRS |
| 990-PF | April 2022 | – | – | – | IRS |
| 990-PF | April 2021 | – | – | – | IRS |
| 990-PF | April 2020 | – | – | – | IRS |
| 990-PF | April 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 39-6498404).
Questions about MAX H ALBERTS SCHOLARSHIP FUND UW
- What is the EIN of MAX H ALBERTS SCHOLARSHIP FUND UW?
- The employer identification number (EIN) of MAX H ALBERTS SCHOLARSHIP FUND UW is 39-6498404.
- Is MAX H ALBERTS SCHOLARSHIP FUND UW tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to MAX H ALBERTS SCHOLARSHIP FUND UW tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MAX H ALBERTS SCHOLARSHIP FUND UW file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MAX H ALBERTS SCHOLARSHIP FUND UW due?
- The return for tax year 2026 (the year ending April 30, 2027) is due September 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MAX H ALBERTS SCHOLARSHIP FUND UW last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended April 2026.
- Who are the officers and directors of MAX H ALBERTS SCHOLARSHIP FUND UW?
- The 990-PF for the year ended April 30, 2026 lists 1 person; 1 received compensation from the organization, the highest $4,647 (MIDWEST TRUST COMPANY, TRUSTEE).
- How much revenue does MAX H ALBERTS SCHOLARSHIP FUND UW have?
- On its 990-PF for the year ended April 30, 2026 it reported revenue of $35,269, expenses of $50,499 and total assets of $621,412 at year end.
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