Nonprofit · EIN 84-6328479
MARIA ELIZONDO SCHOLARSHIP TRUST
Also known as ROUSHAR VICTOR T CO-TTEE
Tax-exempt · MONTROSE, CO 81401
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $110,692 | $52,078 | $58,614 | $1,198,365 | $0 | $1,198,365 |
| December 31, 2024 | 990-PF | $120,134 | $137,476 | -$17,342 | $1,139,751 | $0 | $1,139,751 |
| December 31, 2023 | 990-PF | $81,754 | $63,688 | $18,066 | $1,157,093 | $0 | $1,157,093 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $54,733
- Interest
- $65
- Net gain from sales of assets
- $54,435
- Other income
- $1,459
Expenses
- Grants and similar amounts paid
- $45,000
- Compensation of officers, directors and key employees
- $2,990
- Disbursements for charitable purposes
- $47,990
- Excise tax on investment income
- $1,539
Balance sheet and other
- Total assets, start of year
- $1,139,751
- Total assets, end of year
- $1,198,365
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,198,365
- Fair market value of assets
- $1,781,931
- Qualifying distributions
- $47,990
- Net investment income
- $110,692
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DANIEL J LOWENBERG 144 S UNCOMPAHGRE AVE, MONTROSE, CO 81401 | TRUSTEE | 2 | $2,990 |
| DONALD R MORELAND 1675 E NIAGARA RD, MONTROSE, CO 81401 | TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DANIEL J LOWENBERG 144 S UNCOMPAHGRE AVE, MONTROSE, CO 81401 | TRUSTEE | 2 | $5,105 |
| DONALD R MORELAND 1675 E NIAGARA RD, MONTROSE, CO 81401 | TRUSTEE | 2 | $1,625 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DANIEL J LOWENBERG 144 S UNCOMPAHGRE AVENUE, Montrose, CO 81401 | TRUSTEE | 2 | $5,830 |
| DONALD R MORELAND 1675 E NIAGARA ROAD, Montrose, CO 81401 | TRUSTEE | 2 | $4,340 |
Address and contacts
- Address (IRS master file)
- 144 S UNCOMPAHGRE AVE, MONTROSE, CO 81401-3966
- In care of
- % DANIEL J LOWENBERG
- Signed the 990-PF
- DANIEL J LOWENBERG, TRUSTEE
- Phone
- (970) 240-2812
- Return prepared by
- LEHIGH ACCOUNTING AND TAX SOLUTIONS LLC
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 84-6328479
- 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
- 1998
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,198,365
- Income (IRS master file)
- $183,243
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $110,692 | $52,078 | $1,198,365 | XML |
| 990-PF | December 2024 | $120,134 | $137,476 | $1,139,751 | IRS |
| 990-PF | December 2023 | $81,754 | $63,688 | $1,157,093 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | 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 84-6328479).
Questions about MARIA ELIZONDO SCHOLARSHIP TRUST
- What is the EIN of MARIA ELIZONDO SCHOLARSHIP TRUST?
- The employer identification number (EIN) of MARIA ELIZONDO SCHOLARSHIP TRUST is 84-6328479.
- Is MARIA ELIZONDO SCHOLARSHIP TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to MARIA ELIZONDO SCHOLARSHIP TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARIA ELIZONDO SCHOLARSHIP TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARIA ELIZONDO 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 MARIA ELIZONDO 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 MARIA ELIZONDO SCHOLARSHIP TRUST?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 1 received compensation from the organization, the highest $2,990 (DANIEL J LOWENBERG, TRUSTEE).
- How much revenue does MARIA ELIZONDO SCHOLARSHIP TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $110,692, expenses of $52,078 and total assets of $1,198,365 at year end.
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