Nonprofit · EIN 42-6346940
A G & ROSALEE W IRELAND SCHOLARSHIP FUND TRUST UW
Tax-exempt · SIOUX CITY, IA 51101
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990-PF | $8,969 | $15,077 | -$6,108 | $125,539 | $0 | $125,539 |
| October 31, 2024 | 990-PF | $7,595 | $15,133 | -$7,538 | $131,690 | $0 | $131,690 |
| October 31, 2023 | 990-PF | $8,134 | $12,402 | -$4,268 | $139,241 | $0 | $139,241 |
Financial details: 990-PF for the year ended October 31, 2025
Revenue
- Dividends
- $5,338
- Net gain from sales of assets
- $3,631
Expenses
- Grants and similar amounts paid
- $11,000
- Compensation of officers, directors and key employees
- $356
- Disbursements for charitable purposes
- $11,010
- Excise tax on investment income
- $68
Balance sheet and other
- Total assets, start of year
- $131,690
- Total assets, end of year
- $125,539
- Total liabilities, end of year
- $0
- Net assets, end of year
- $125,539
- Fair market value of assets
- $143,119
- Qualifying distributions
- $11,010
- Net investment income
- $8,969
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 October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SECURITY NATIONAL BANK 601 PIERCE STREET, SIOUX CITY, IA 51101 | TRUSTEE | 1 | $356 |
990-PF for the year ended October 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SECURITY NATIONAL BANK 601 PIERCE STREET, SIOUX CITY, IA 51101 | TRUSTEE | 1 | $336 |
990-PF for the year ended October 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SECURITY NATIONAL BANK 601 PIERCE STREET, SIOUX CITY, IA 51101 | TRUSTEE | 1 | $348 |
Address and contacts
- Address (IRS master file)
- 601 PIERCE ST, SIOUX CITY, IA 51101-1205
- In care of
- % SECURITY NATIONAL BANK OF SIOUX
- Signed the 990-PF
- KELLI BLAIR, TRUSTEE
- Phone
- (712) 277-6600
- Return prepared by
- Nichols Rise & Co 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 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-PF on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990-PF on file |
IRS record
- EIN
- 42-6346940
- 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
- October
- Files
- Form 990-PF
- Assets (IRS master file)
- $125,539
- Income (IRS master file)
- $30,558
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | October 2025 | $8,969 | $15,077 | $125,539 | XML |
| 990-PF | October 2024 | $7,595 | $15,133 | $131,690 | XML |
| 990-PF | October 2023 | $8,134 | $12,402 | $139,241 | XML |
| 990-PF | October 2022 | – | – | – | IRS |
| 990-PF | October 2021 | – | – | – | IRS |
| 990-PF | 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 42-6346940).
Questions about A G & ROSALEE W IRELAND SCHOLARSHIP FUND TRUST UW
- What is the EIN of A G & ROSALEE W IRELAND SCHOLARSHIP FUND TRUST UW?
- The employer identification number (EIN) of A G & ROSALEE W IRELAND SCHOLARSHIP FUND TRUST UW is 42-6346940.
- Is A G & ROSALEE W IRELAND SCHOLARSHIP FUND TRUST UW tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
- Are donations to A G & ROSALEE W IRELAND SCHOLARSHIP FUND TRUST UW tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does A G & ROSALEE W IRELAND SCHOLARSHIP FUND TRUST UW file?
- Form 990-PF. Private foundations file every year.
- When is the next return of A G & ROSALEE W IRELAND SCHOLARSHIP FUND TRUST UW 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 A G & ROSALEE W IRELAND SCHOLARSHIP FUND TRUST UW last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended October 2025.
- Who are the officers and directors of A G & ROSALEE W IRELAND SCHOLARSHIP FUND TRUST UW?
- The 990-PF for the year ended October 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $356 (SECURITY NATIONAL BANK, TRUSTEE).
- How much revenue does A G & ROSALEE W IRELAND SCHOLARSHIP FUND TRUST UW have?
- On its 990-PF for the year ended October 31, 2025 it reported revenue of $8,969, expenses of $15,077 and total assets of $125,539 at year end.
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