Nonprofit · EIN 56-6501861
THE JESSE DAVID BUNDY AND KATIE B BUNDY SCHOLARSHIP TRUST
Tax-exempt · HIGH POINT, NC 27261
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-PF | $84,107 | $65,768 | $18,339 | $976,021 | $0 | $976,021 |
| August 31, 2024 | 990-PF | $34,854 | $61,713 | -$26,859 | $957,682 | $0 | $957,682 |
| August 31, 2023 | 990-PF | $33,192 | $69,251 | -$36,059 | $984,541 | $0 | $984,541 |
Financial details: 990-PF for the year ended August 31, 2025
Revenue
- Dividends
- $25,302
- Net gain from sales of assets
- $58,805
Expenses
- Grants and similar amounts paid
- $53,600
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $53,600
- Excise tax on investment income
- $1,001
Balance sheet and other
- Total assets, start of year
- $957,682
- Total assets, end of year
- $976,021
- Total liabilities, end of year
- $0
- Net assets, end of year
- $976,021
- Fair market value of assets
- $1,231,518
- Qualifying distributions
- $53,600
- Net investment income
- $84,217
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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PINNACLE BANK PO BOX 2778, HIGH POINT, NC 27261 | TRUSTEE | 10 | $0 |
990-PF for the year ended August 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PINNACLE BANK PO BOX 2778, HIGH POINT, NC 27261 | TRUSTEE | 10 | $0 |
990-PF for the year ended August 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA PO BOX 653067, DALLAS, TX 752653067 | TRUSTEE | 1 | $14,483 |
Address and contacts
- Address (IRS master file)
- PO BOX 2778, HIGH POINT, NC 27261-0000
- In care of
- % PINNACLE BANK SUCC TTEE
- Signed the 990-PF
- PINNACLE BANK, TRUSTEE
- Phone
- (336) 881-3600
- Return prepared by
- CRI ADVISORS PLLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990-PF on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-PF on file |
IRS record
- EIN
- 56-6501861
- 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
- 1997
- Accounting year ends
- August
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $976,021
- Income (IRS master file)
- $310,656
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | August 2025 | $84,107 | $65,768 | $976,021 | XML |
| 990-PF | August 2024 | $34,854 | $61,713 | $957,682 | XML |
| 990-PF | August 2023 | $33,192 | $69,251 | $984,541 | XML |
| 990-PF | August 2022 | – | – | – | IRS |
| 990-PF | August 2021 | – | – | – | IRS |
| 990-PF | August 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 56-6501861).
Questions about THE JESSE DAVID BUNDY AND KATIE B BUNDY SCHOLARSHIP TRUST
- What is the EIN of THE JESSE DAVID BUNDY AND KATIE B BUNDY SCHOLARSHIP TRUST?
- The employer identification number (EIN) of THE JESSE DAVID BUNDY AND KATIE B BUNDY SCHOLARSHIP TRUST is 56-6501861.
- Is THE JESSE DAVID BUNDY AND KATIE B BUNDY SCHOLARSHIP TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to THE JESSE DAVID BUNDY AND KATIE B BUNDY SCHOLARSHIP TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE JESSE DAVID BUNDY AND KATIE B BUNDY SCHOLARSHIP TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE JESSE DAVID BUNDY AND KATIE B BUNDY SCHOLARSHIP TRUST due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE JESSE DAVID BUNDY AND KATIE B BUNDY SCHOLARSHIP TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended August 2025.
- Who are the officers and directors of THE JESSE DAVID BUNDY AND KATIE B BUNDY SCHOLARSHIP TRUST?
- The 990-PF for the year ended August 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does THE JESSE DAVID BUNDY AND KATIE B BUNDY SCHOLARSHIP TRUST have?
- On its 990-PF for the year ended August 31, 2025 it reported revenue of $84,107, expenses of $65,768 and total assets of $976,021 at year end.
Other nonprofits in HIGH POINT
- HIGH POINT COMMUNITY FOUNDATION EIN 56-1695787 · last filed 990 for 2025
- EARL AND KATHRYN CONGDON FAMILY FOUNDATION EIN 47-2962822 · last filed 990-PF for 2024
- R B TERRY CHARITABLE FOUNDATION INC EIN 56-2066238 · last filed 990-PF for 2024
- UNITED WAY OF GREATER HIGH POINT INC EIN 56-0547486 · last filed 990 for 2025
- HIGH POINT DOWNTOWN STADIUM FOUNDATION EIN 82-4227658 · last filed 990 for 2024
- TRENT RAGLAND JR TRUST EIN 56-6035980 · last filed 990-PF for 2025
- THE WILSON FAMILY FOUNDATION EIN 56-2042058 · last filed 990-PF for 2025
- MEREDITH SLANE FINCH MICHENER FOUNDATION INC EIN 83-1392394 · last filed 990-PF for 2025
All nonprofits in HIGH POINT · North Carolina · Philanthropy, voluntarism and grantmaking foundations