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Nonprofit · EIN 68-6229419

PATRICIA V DAMON MERIT SCHOLARSHIP FUND FOR THE BENEFIT OF CARLETON

Also known as NORTH CENTRAL TR COMPANY TTEE

Tax-exempt · LA CROSSE, WI 54601

Financials

$132K$169K2023$338K$157K2024$372K$162K2025
Revenue Expenses · by fiscal year end
Financials of PATRICIA V DAMON MERIT SCHOLARSHIP FUND FOR THE BENEFIT OF CARLETON by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$372,390$161,936$210,454$4,132,716$0$4,132,716
December 31, 2024990$338,258$156,745$181,513$3,932,192$0$3,932,192
December 31, 2023990$131,539$169,431-$37,892$3,752,153$0$3,752,153
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$372,390
Net gain from sales of assets
$238,637
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$30,576
Salaries, compensation and benefits (total)
$30,576
Professional fundraising fees
$0
Accounting fees
$2,000
Program services (functional)
$126,700
Management and general (functional)
$35,236

Balance sheet and other

Total assets, start of year
$3,932,192
Total assets, end of year
$4,132,716
Total liabilities, end of year
$0
Net assets, end of year
$4,132,716
Publicly traded securities
$4,059,352
Gross receipts
$1,604,423
Employees
0
Year formed
2002
State of legal domicile
WI

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
TRUST POINT INCTRUSTEE
Institutional trustee
–$25,576
GEORGE PARKE IIIDISTRIBUTION COMMITTEE MEMBER
Trustee or director
–$5,000
DEAN OF STUDENT AFFAIRS CARLETONDISTRIBUTION COMMITTEE MEMBER
Trustee or director
–$0
990 for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
TRUST POINT INCTRUSTEE
Institutional trustee
1$29,303
GEORGE PARKE IIIDISTRIBUTION COMMITTEE MEMBER
Trustee or director
1$5,000
DEAN OF STUDENT AFFAIRS CARLETONDISTRIBUTION COMMITTEE MEMBER
Trustee or director
1$0
990 for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
TRUST POINT INCTRUSTEE
Institutional trustee
1$27,451
GEORGE PARKE IIITRUSTEE
Trustee or director
1$5,000
DEAN OF STUDENT AFFAIRS CARLETONTRUSTEE
Trustee or director
1$0

Address and contacts

Address (IRS master file)
230 FRONT ST N, LA CROSSE, WI 54601-3219
In care of
% TRUST POINT INC
Principal officer (990 for 2025)
Trust Point Inc, C/O Trust Point Inc 230 Front St N, La Crosse, WI 54601
Signed the 990
TRUST POINT INC, TRUSTEE
Phone
(608) 782-1148
Return prepared by
TRUST POINT INC

Mission

PROVIDE MERIT SCHOLARSHIP FUNDS FOR UNDERGRADUATE STUDENTS AT CARLETON COLLEGE, NORTHFIELD, MN

990 for the year ended December 31, 2025

Program accomplishments

  • PROVIDE MERIT SCHOLARSHIP FUNDS FOR UNDERGRADUATE STUDENTS AT CARLETON COLLEGE, NORTHFIELD, MN
    Expenses $126,700 · grants $126,700

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
68-6229419
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
2003
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B11)
Assets (IRS master file)
$4,132,716
Income (IRS master file)
$1,604,423

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$372,390$161,936$4,132,716XML
990December 2024$338,258$156,745$3,932,192IRS
990December 2023$131,539$169,431$3,752,153XML
990December 2022$12,014$166,533$3,783,847IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––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 68-6229419).

Questions about PATRICIA V DAMON MERIT SCHOLARSHIP FUND FOR THE BENEFIT OF CARLETON

What is the EIN of PATRICIA V DAMON MERIT SCHOLARSHIP FUND FOR THE BENEFIT OF CARLETON?
The employer identification number (EIN) of PATRICIA V DAMON MERIT SCHOLARSHIP FUND FOR THE BENEFIT OF CARLETON is 68-6229419.
Is PATRICIA V DAMON MERIT SCHOLARSHIP FUND FOR THE BENEFIT OF CARLETON tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
Are donations to PATRICIA V DAMON MERIT SCHOLARSHIP FUND FOR THE BENEFIT OF CARLETON tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does PATRICIA V DAMON MERIT SCHOLARSHIP FUND FOR THE BENEFIT OF CARLETON 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 PATRICIA V DAMON MERIT SCHOLARSHIP FUND FOR THE BENEFIT OF CARLETON 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 PATRICIA V DAMON MERIT SCHOLARSHIP FUND FOR THE BENEFIT OF CARLETON 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 PATRICIA V DAMON MERIT SCHOLARSHIP FUND FOR THE BENEFIT OF CARLETON?
The 990 for the year ended December 31, 2025 names Trust Point Inc.
Who are the officers and directors of PATRICIA V DAMON MERIT SCHOLARSHIP FUND FOR THE BENEFIT OF CARLETON?
The 990 for the year ended December 31, 2025 lists 3 people; 2 received compensation from the organization, the highest $25,576 (TRUST POINT INC, TRUSTEE).
How much revenue does PATRICIA V DAMON MERIT SCHOLARSHIP FUND FOR THE BENEFIT OF CARLETON have?
On its 990 for the year ended December 31, 2025 it reported revenue of $372,390, expenses of $161,936 and total assets of $4,132,716 at year end.

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