Nonprofit · EIN 84-6623344
THALIA LOPEZ AND LARRY D TAYLOR EDUCATIONAL SCHOLARSHIP
Also known as RICHARD ANTHONY SCHMIT TTEE
Tax-exempt · NEW ULM, MN 56073
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2023 | 990-PF | $113,054 | $8,692 | $104,362 | $402,564 | $0 | $402,564 |
Financial details: 990-PF for the year ended December 31, 2023
Revenue
- Contributions, gifts and grants
- $105,500
- Dividends
- $9,688
- Net gain from sales of assets
- -$2,134
Expenses
- Grants and similar amounts paid
- $5,400
- Compensation of officers, directors and key employees
- $2,457
- Disbursements for charitable purposes
- $7,405
Balance sheet and other
- Total assets, start of year
- $298,473
- Total assets, end of year
- $402,564
- Total liabilities, end of year
- $0
- Net assets, end of year
- $402,564
- Fair market value of assets
- $405,346
- Qualifying distributions
- $7,405
- Net investment income
- $9,688
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, 2023, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRANDSEN BANK & TRUST PO BOX 189, NEW ULM, MN 56073 | TRUSTEE | 1 | $2,457 |
Address and contacts
- Address (IRS master file)
- PO BOX 189, NEW ULM, MN 56073-0189
- Signed the 990-PF
- SARAH BUDENSKI, TRUST OFFICER
- Phone
- (504) 353-7500
- Return prepared by
- TRUST PROCESSING SOLUTIONS
What it must file and when
IRS records say it files Not required. 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 | Not on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 84-6623344
- Donations deductible
- No
- Exempt since
- 2022
- Accounting year ends
- December
- Files
- Not required
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $402,564
- Income (IRS master file)
- $128,469
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2023 | $113,054 | $8,692 | $402,564 | XML |
| 990-PF | December 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 84-6623344).
Questions about THALIA LOPEZ AND LARRY D TAYLOR EDUCATIONAL SCHOLARSHIP
- What is the EIN of THALIA LOPEZ AND LARRY D TAYLOR EDUCATIONAL SCHOLARSHIP?
- The employer identification number (EIN) of THALIA LOPEZ AND LARRY D TAYLOR EDUCATIONAL SCHOLARSHIP is 84-6623344.
- Is THALIA LOPEZ AND LARRY D TAYLOR EDUCATIONAL SCHOLARSHIP tax-exempt?
- Yes. The IRS lists it as tax-exempt since 2022.
- Are donations to THALIA LOPEZ AND LARRY D TAYLOR EDUCATIONAL SCHOLARSHIP tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does THALIA LOPEZ AND LARRY D TAYLOR EDUCATIONAL SCHOLARSHIP file?
- Form Not required.
- When is the next return of THALIA LOPEZ AND LARRY D TAYLOR EDUCATIONAL SCHOLARSHIP 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 THALIA LOPEZ AND LARRY D TAYLOR EDUCATIONAL SCHOLARSHIP last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2023.
- Who are the officers and directors of THALIA LOPEZ AND LARRY D TAYLOR EDUCATIONAL SCHOLARSHIP?
- The 990-PF for the year ended December 31, 2023 lists 1 person; 1 received compensation from the organization, the highest $2,457 (FRANDSEN BANK & TRUST, TRUSTEE).
- How much revenue does THALIA LOPEZ AND LARRY D TAYLOR EDUCATIONAL SCHOLARSHIP have?
- On its 990-PF for the year ended December 31, 2023 it reported revenue of $113,054, expenses of $8,692 and total assets of $402,564 at year end.
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