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Nonprofit · EIN 62-6289349

MARY ELIZABETH ROARK SCHOLARSHIP FUND TR

Also known as HARSH NATHAN TTEE

Tax-exempt · WESTMORELAND, TN 37186

Financials

$8K$14K2023$10K$12K2024$8K$14K2025
Revenue Expenses · by fiscal year end
Financials of MARY ELIZABETH ROARK SCHOLARSHIP FUND TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$7,884$13,976-$6,092$208,672$0$208,672
December 31, 2024990-PF$9,983$11,876-$1,893$214,764$0$214,764
December 31, 2023990-PF$7,721$13,677-$5,956$216,657$0$216,657
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Interest
$7,884

Expenses

Grants and similar amounts paid
$12,500
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$12,500
Excise tax on investment income
$110

Balance sheet and other

Total assets, start of year
$214,764
Total assets, end of year
$208,672
Total liabilities, end of year
$0
Net assets, end of year
$208,672
Qualifying distributions
$12,500
Net investment income
$7,884

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
RICK DUFFER
WESTMORELAND HIGH SCHOOL, WESTMORELAND, TN 37186
TRUSTEE0$0
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
RICK DUFFER
WESTMORELAND HIGH SCHOOL, 4300 DEWAYNE OLDHAM BLVD, WESTMORELAND, TN 37186
TRUSTEE0$0
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
RICK DUFFER
WESTMORELAND HIGH SCHOOL, 4300 DEWAYNE OLDHAM BLVD, WESTMORELAND, TN 37186
TRUSTEE0$0

Address and contacts

Address (IRS master file)
PO BOX 119, WESTMORELAND, TN 37186-0119
In care of
% RICK DUFFER
Signed the 990-PF
RICK DUFFER, TRUSTEE
Return prepared by
Doeren Mayhew

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
62-6289349
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
December
Files
Form 990-PF
Category (NTEE)
Education (B82Z)
Assets (IRS master file)
$208,672
Income (IRS master file)
$7,884

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$7,884$13,976$208,672XML
990-PFDecember 2024$9,983$11,876$214,764IRS
990-PFDecember 2023$7,721$13,677$216,657XML
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 62-6289349).

Questions about MARY ELIZABETH ROARK SCHOLARSHIP FUND TR

What is the EIN of MARY ELIZABETH ROARK SCHOLARSHIP FUND TR?
The employer identification number (EIN) of MARY ELIZABETH ROARK SCHOLARSHIP FUND TR is 62-6289349.
Is MARY ELIZABETH ROARK SCHOLARSHIP FUND TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
Are donations to MARY ELIZABETH ROARK SCHOLARSHIP FUND TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MARY ELIZABETH ROARK SCHOLARSHIP FUND TR file?
Form 990-PF. Private foundations file every year.
When is the next return of MARY ELIZABETH ROARK SCHOLARSHIP FUND TR 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 MARY ELIZABETH ROARK SCHOLARSHIP FUND TR 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 MARY ELIZABETH ROARK SCHOLARSHIP FUND TR?
The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
How much revenue does MARY ELIZABETH ROARK SCHOLARSHIP FUND TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $7,884, expenses of $13,976 and total assets of $208,672 at year end.

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