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Nonprofit · EIN 47-3752922

JOSEPH AND JULIA MIGLIN CHARITABLE SCHOLARSHIP TRUST

Tax-exempt · BROCKTON, MA 02301

Financials

$409K$604K2023$468K$614K2024$451K$626K2025
Revenue Expenses · by fiscal year end
Financials of JOSEPH AND JULIA MIGLIN CHARITABLE SCHOLARSHIP TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$451,402$626,218-$174,816$6,378,703$0$6,378,703
December 31, 2024990-PF$467,842$613,935-$146,093$6,553,519$0$6,553,519
December 31, 2023990-PF$408,756$603,716-$194,960$6,699,802$190$6,699,612
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$306,271
Interest
$22,069
Net gain from sales of assets
$122,500
Other income
$562

Expenses

Grants and similar amounts paid
$320,000
Compensation of officers, directors and key employees
$228,000
Disbursements for charitable purposes
$592,580
Excise tax on investment income
$4,084

Balance sheet and other

Total assets, start of year
$6,553,519
Total assets, end of year
$6,378,703
Total liabilities, end of year
$0
Net assets, end of year
$6,378,703
Fair market value of assets
$264,027
Qualifying distributions
$621,974
Net investment income
$327,434

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
JANICE E CLARK
670 PEARL STREET, BROCKTON, MA 02301
TRUSTEE0$144,000
DAVID PHILLIPS
23 HARRISON AVE, NORTH EASTON, MA 02356
TRUSTEE0$72,000
JENNIFER D DUTRA
91 GREENLEAF STREET, FALL RIVER, MA 02721
TRUSTEE0$12,000
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
JANICE E CLARK
670 PEARL STREET, BROCKTON, MA 02301
TRUSTEE40$144,000
DAVID PHILLIPS
23 HARRISON AVE, NORTH EASTON, MA 02356
TRUSTEE20$60,000
JENNIFER D DUTRA
91 HOPE ST, PROVIDENCE, RI 02906
TRUSTEE5$12,000
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
JANICE E CLARK
670 PEARL STREET, BROCKTON, MA 02301
TRUSTEE35$0
JENNIFER D DUTRA
91 HOPE ST, PROVIDENCE, RI 02906
TRUSTEE5$0
DAVID PHILLIPS
23 HARRISON AVE, NORTH EASTON, MA 02356
TRUSTEE20$0

Address and contacts

Address (IRS master file)
670 PEARL ST, BROCKTON, MA 02301-4527
Signed the 990-PF
JANICE E CLARK, TRUSTEE
Phone
(508) 586-5793
Return prepared by
HOLMGREN & HOLMGREN PC

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
47-3752922
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
2015
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$6,378,703
Income (IRS master file)
$998,358

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$451,402$626,218$6,378,703IRS
990-PFDecember 2024$467,842$613,935$6,553,519IRS
990-PFDecember 2023$408,756$603,716$6,699,802XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 47-3752922).

Questions about JOSEPH AND JULIA MIGLIN CHARITABLE SCHOLARSHIP TRUST

What is the EIN of JOSEPH AND JULIA MIGLIN CHARITABLE SCHOLARSHIP TRUST?
The employer identification number (EIN) of JOSEPH AND JULIA MIGLIN CHARITABLE SCHOLARSHIP TRUST is 47-3752922.
Is JOSEPH AND JULIA MIGLIN CHARITABLE SCHOLARSHIP TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
Are donations to JOSEPH AND JULIA MIGLIN CHARITABLE SCHOLARSHIP TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JOSEPH AND JULIA MIGLIN CHARITABLE SCHOLARSHIP TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of JOSEPH AND JULIA MIGLIN CHARITABLE SCHOLARSHIP TRUST 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 JOSEPH AND JULIA MIGLIN CHARITABLE SCHOLARSHIP TRUST 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 JOSEPH AND JULIA MIGLIN CHARITABLE SCHOLARSHIP TRUST?
The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $144,000 (JANICE E CLARK, TRUSTEE).
How much revenue does JOSEPH AND JULIA MIGLIN CHARITABLE SCHOLARSHIP TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $451,402, expenses of $626,218 and total assets of $6,378,703 at year end.

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