Nonprofit · EIN 74-6526743
HENRY & ROSE FISHMAN SCHOLARSHIP TRUST 530-2460000086
Tax-exempt · BIRMINGHAM, AL 35202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $53,919 | $33,187 | $20,732 | $703,138 | $0 | $703,138 |
| December 31, 2023 | 990 | $40,544 | $29,900 | $10,644 | $682,604 | $0 | $682,604 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $53,919
- Net gain from sales of assets
- $30,640
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $20,000
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $1,650
- Program services (functional)
- $20,000
- Management and general (functional)
- $13,187
Balance sheet and other
- Total assets, start of year
- $682,604
- Total assets, end of year
- $703,138
- Total liabilities, end of year
- $0
- Net assets, end of year
- $703,138
- Publicly traded securities
- $678,583
- Gross receipts
- $157,941
- Employees
- 0
- Year formed
- 2001
- State of legal domicile
- TN
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BUDDY WHITE SUPERINTENDENT | CO-TRUSTEE Trustee or director | – | $0 |
| ERIC JONES PRINCIPAL | BOARD MEMBER Trustee or director | – | $0 |
| JASON BRIDGEMAN PRINCIPAL | CO-TRUSTEE Trustee or director | – | $0 |
| JIMMY HARRIS MAYOR | CO-TRUSTEE Trustee or director | – | $0 |
| BARBARA JOHNSON COMMISSIONER | CO-TRUSTEE Trustee or director | – | $0 |
| NANCY ZAMBITO FORMER SUPERINTENDEN | FORMER CO-TRUSTEE, RETIRED Trustee or director | – | $0 |
| JAN WATSON PRINCIPAL | FORMER CO-TRUSTEE ROTATED OUT Trustee or director | – | $0 |
| CHARLES CLARK PRINCIPAL | CO-TRUSTEE Trustee or director | – | $0 |
| RICKY CATLETT PRINCIPAL | CO-TRUSTEE Trustee or director | – | $0 |
| TONY WHITE DEPUTY MAYOR | CO-TRUSTEE Trustee or director | – | $0 |
| CHAD GUTHERIE | PRINCIPAL - MADISON ACADEMIC HIGH SCHOOL Trustee or director | – | $0 |
| GREG VINSON ASSISTANT PRINCIPAL | CO-TRUSTEE Trustee or director | – | $0 |
| DR VERNA RUFFIN SUPERINTENDENT | CO-TRUSTEE Trustee or director | – | $0 |
| TIM GILMER PRINCIPAL | CO-TRUSTEE Trustee or director | – | $0 |
| JIMMY HARRIS COUNTY MAYOR | CO-TRUSTEE Trustee or director | – | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JASON BRIDGEMAN | PRINCIPAL - NORTH SIDE HIGH Trustee or director | – | $0 |
| ANITA TUCKER | PRINCIPAL - SOUTH SIDE HIGH Trustee or director | – | $0 |
| RAY WASHINGTON | SUPERINTENDENT Trustee or director | – | $0 |
| REGIONS BANK | TRUSTEE Trustee or director | – | $0 |
| NATHAN LEWIS | PRINCIPAL - EARLY COLLEGE HIGH Trustee or director | – | $0 |
990 for the year ended December 31, 2023: 20 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BUDDY WHITE SUPERINTENDENT | CO-TRUSTEE Trustee or director | – | $0 |
| ERIC JONES PRINCIPAL | BOARD MEMBER Trustee or director | – | $0 |
| JASON BRIDGEMAN PRINCIPAL | CO-TRUSTEE Trustee or director | – | $0 |
| JIMMY HARRIS MAYOR | CO-TRUSTEE Trustee or director | – | $0 |
| BARBARA JOHNSON COMMISSIONER | CO-TRUSTEE Trustee or director | – | $0 |
| NANCY ZAMBITO FORMER SUPERINTENDEN | FORMER CO-TRUSTEE, RETIRED Trustee or director | – | $0 |
| JAN WATSON PRINCIPAL | FORMER CO-TRUSTEE ROTATED OUT Trustee or director | – | $0 |
| CHARLES CLARK PRINCIPAL | CO-TRUSTEE Trustee or director | – | $0 |
| RICKY CATLETT PRINCIPAL | CO-TRUSTEE Trustee or director | – | $0 |
| TONY WHITE DEPUTY MAYOR | CO-TRUSTEE Trustee or director | – | $0 |
| CHAD GUTHERIE | PRINCIPAL - MADISON ACADEMIC HIGH SCHOOL Trustee or director | – | $0 |
| GREG VINSON ASSISTANT PRINCIPAL | CO-TRUSTEE Trustee or director | – | $0 |
| DR VERNA RUFFIN SUPERINTENDENT | CO-TRUSTEE Trustee or director | – | $0 |
| TIM GILMER PRINCIPAL | CO-TRUSTEE Trustee or director | – | $0 |
| JIMMY HARRIS COUNTY MAYOR | CO-TRUSTEE Trustee or director | – | $0 |
| JASON BRIDGEMAN | PRINCIPAL - NORTH SIDE HIGH Trustee or director | – | $0 |
| ANITA TUCKER | PRINCIPAL - SOUTH SIDE HIGH Trustee or director | – | $0 |
| RAY WASHINGTON | SUPERINTENDENT Trustee or director | – | $0 |
| REGIONS BANK | TRUSTEE Trustee or director | – | $0 |
| NATHAN LEWIS | PRINCIPAL - EARLY COLLEGE HIGH Trustee or director | – | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 11647, BIRMINGHAM, AL 35202-1647
- Principal officer (990 for 2024)
- REGIONS BANK, 201 MILAN PKWY, BIRMINGHAM, AL 35211
- Signed the 990
- REGIONS BANK TRUSTEE, TRUST OFFICER
- Phone
- (205) 820-3141
- Return prepared by
- PWC US TAX LLP
Mission
SUPPORT THE MADISON COUNTY PUBLIC SCHOOL SYSTEM BY PROVIDING COLLEGE SCHOLARSHIPS TO GRADUATES OF MADISON COUNTY PUBLIC SCHOOLS WHO ARE WITHOUT SUFFICIENT FINANCIAL MEANS TO PROVIDE FULLY FOR THEIR COLLLEGE EDUCATION.
Program accomplishments
- COLLEGE SCHOLARSHIPS TO GRADUATES OF MADISON COUNTY PUBLIC SCHOOLS.Expenses $20,000 · grants $20,000
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 74-6526743
- 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
- 2004
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $703,138
- Income (IRS master file)
- $157,941
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $53,919 | $33,187 | $703,138 | XML |
| 990 | December 2023 | $40,544 | $29,900 | $682,604 | XML |
| 990 | December 2022 | $68,763 | $25,555 | $671,558 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | 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 74-6526743).
Questions about HENRY & ROSE FISHMAN SCHOLARSHIP TRUST 530-2460000086
- What is the EIN of HENRY & ROSE FISHMAN SCHOLARSHIP TRUST 530-2460000086?
- The employer identification number (EIN) of HENRY & ROSE FISHMAN SCHOLARSHIP TRUST 530-2460000086 is 74-6526743.
- Is HENRY & ROSE FISHMAN SCHOLARSHIP TRUST 530-2460000086 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to HENRY & ROSE FISHMAN SCHOLARSHIP TRUST 530-2460000086 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does HENRY & ROSE FISHMAN SCHOLARSHIP TRUST 530-2460000086 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 HENRY & ROSE FISHMAN SCHOLARSHIP TRUST 530-2460000086 due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HENRY & ROSE FISHMAN SCHOLARSHIP TRUST 530-2460000086 last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of HENRY & ROSE FISHMAN SCHOLARSHIP TRUST 530-2460000086?
- The 990 for the year ended December 31, 2024 names REGIONS BANK.
- Who are the officers and directors of HENRY & ROSE FISHMAN SCHOLARSHIP TRUST 530-2460000086?
- The 990 for the year ended December 31, 2024 lists 20 people; 0 received compensation from the organization.
- How much revenue does HENRY & ROSE FISHMAN SCHOLARSHIP TRUST 530-2460000086 have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $53,919, expenses of $33,187 and total assets of $703,138 at year end.
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