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Nonprofit · EIN 43-1409393

ROSE MORGAN SCHOLARSHIP FUND

Tax-exempt · OVERLAND PARK, KS 66211

Financials

$13K$20K2023$46K$39K2024$76K$39K2025
Revenue Expenses · by fiscal year end
Financials of ROSE MORGAN SCHOLARSHIP FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$75,526$39,014$36,512$1,258,179$0$1,258,179
December 31, 2024990$46,336$38,513$7,823$1,229,416$0$1,229,416
December 31, 2023990$13,151$19,941-$6,790$1,220,883$0$1,220,883
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$75,526
Net gain from sales of assets
$32,945
Other revenue
$0

Expenses

Grants and similar amounts paid
$26,282
Compensation of officers, directors and key employees
$5,923
Salaries, compensation and benefits (total)
$5,923
Professional fundraising fees
$0
Accounting fees
$750
Program services (functional)
$26,282
Management and general (functional)
$12,732

Balance sheet and other

Total assets, start of year
$1,229,416
Total assets, end of year
$1,258,179
Total liabilities, end of year
$0
Net assets, end of year
$1,258,179
Publicly traded securities
$1,216,310
Net assets with donor restrictions
$1,258,179
Gross receipts
$274,833
Employees
0
Year formed
2002
State of legal domicile
KS

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 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
MIDWEST TRUST COMPANYCO-TRUSTEE
Institutional trustee
–$5,923
CARL PURITZCO-TRUSTEE
Trustee or director
–$0
MARK MANDELBAUMCO-TRUSTEE
Trustee or director
–$0
FLOYD FREIDENCO-TRUSTEE
Trustee or director
–$0
AMANDA MORGANCO-TRUSTEE
Trustee or director
–$0
990 for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
MIDWEST TRUST COMPANYCO-TRUSTEE
Institutional trustee
–$5,684
CARL PURITZCO-TRUSTEE
Trustee or director
–$0
MARK MANDELBAUMCO-TRUSTEE
Trustee or director
–$0
FLOYD FREIDENCO-TRUSTEE
Trustee or director
–$0
AMANDA MORGANCO-TRUSTEE
Trustee or director
–$0
990 for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
MIDWEST TRUST COMPANYCO-TRUSTEE
Institutional trustee
–$5,224
CARL PURITZCO-TRUSTEE
Trustee or director
–$0
MARK MANDELBAUMCO-TRUSTEE
Trustee or director
–$0
FLOYD FREIDENCO-TRUSTEE
Trustee or director
–$0
AMANDA MORGANCO-TRUSTEE
Trustee or director
–$0

Address and contacts

Address (IRS master file)
5901 COLLEGE BLVD STE 100, OVERLAND PARK, KS 66211-1834
Principal officer (990 for 2025)
MIDWEST TRUST COMPANY, 5901 COLLEGE BLVD STE 100, OVERLAND PARK, KS 662111503
Signed the 990
DAVID YOST, PRESIDENT
Phone
(913) 319-0300
Return prepared by
KPMG LLP

Mission

TO PROVIDE GRANTS TO NEEDY STUDENTS OF HYMAN BRAND HEBREW ACADEMY

990 for the year ended December 31, 2025

Program accomplishments

  • HYMAN BRAND HEBREW ACADEMY ATTN: AIRIONA MAXWELL, CFO 5801 W 115TH ST OVERLAND PARK, KS 66211
    Expenses $26,282 · grants $26,282

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
43-1409393
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
1986
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B82Z)
Assets (IRS master file)
$1,258,179
Income (IRS master file)
$274,833

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$75,526$39,014$1,258,179IRS
990December 2024$46,336$38,513$1,229,416XML
990December 2023$13,151$19,941$1,220,883XML
990December 2022$31,740$33,669$1,249,428IRS
990December 2021–––IRS
990December 2020–––IRS
990December 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 43-1409393).

Questions about ROSE MORGAN SCHOLARSHIP FUND

What is the EIN of ROSE MORGAN SCHOLARSHIP FUND?
The employer identification number (EIN) of ROSE MORGAN SCHOLARSHIP FUND is 43-1409393.
Is ROSE MORGAN SCHOLARSHIP FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
Are donations to ROSE MORGAN SCHOLARSHIP FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does ROSE MORGAN SCHOLARSHIP FUND file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of ROSE MORGAN SCHOLARSHIP FUND 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 ROSE MORGAN SCHOLARSHIP FUND last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of ROSE MORGAN SCHOLARSHIP FUND?
The 990 for the year ended December 31, 2025 names MIDWEST TRUST COMPANY.
Who are the officers and directors of ROSE MORGAN SCHOLARSHIP FUND?
The 990 for the year ended December 31, 2025 lists 5 people; 1 received compensation from the organization, the highest $5,923 (MIDWEST TRUST COMPANY, CO-TRUSTEE).
How much revenue does ROSE MORGAN SCHOLARSHIP FUND have?
On its 990 for the year ended December 31, 2025 it reported revenue of $75,526, expenses of $39,014 and total assets of $1,258,179 at year end.

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