Nonprofit · EIN 85-3931003
OAK POINT HOMEOWNERS SCHOLARSHIP FUNDS INC
Tax-exempt · MIDDLEBORO, MA 02346
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $83,984 | $65,947 | $18,037 | $177,742 | $0 | $177,742 |
| December 31, 2024 | 990-EZ | $99,744 | $49,174 | $50,570 | $159,705 | $0 | $159,705 |
| December 31, 2023 | 990-EZ | $53,646 | $27,207 | $26,439 | $109,135 | $0 | $109,135 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $32,634
- Program service revenue
- $0
- Investment income
- $2,416
- Net income from fundraising events
- $48,934
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $63,500
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fees and payments to contractors
- $2,128
- Printing, publications and postage
- $319
- Program services (functional)
- $63,500
Balance sheet and other
- Total assets, start of year
- $159,705
- Total assets, end of year
- $177,742
- Total liabilities, end of year
- $0
- Net assets, end of year
- $177,742
- Cash, savings and investments
- $177,742
- Gross receipts
- $87,099
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-EZ for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| John Burbage | President | 32 | $0 |
| Cathleen Shachoy | Secretary | 30 | $0 |
| Linda Lorusso | Treasurer | 15 | $0 |
| Scott Baptista | Vice President | 20 | $0 |
990-EZ for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| John Burbage | President | 25 | $0 |
| Cathleen Shachoy | Secretary | 25 | $0 |
| Linda Lorusso | Treasurer | 20 | $0 |
| David Little | Vice President | 20 | $0 |
990-EZ for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| John Burbage | President | 25 | $0 |
| Cathleen Shachoy | Secretary | 20 | $0 |
| Linda Lorusso | Treasurer | 10 | $0 |
Address and contacts
- Address (IRS master file)
- 200 OAK POINT DR, MIDDLEBORO, MA 02346-1325
- In care of
- % JOHN BURBAGE
- Mailing address (990-N for 2021)
- 200 Oak Point Drive, Middleboro MA 02346
- Principal officer (990-N for 2021)
- John Burbage, 2406 Green Street, Middleboro MA 02346
- Signed the 990-EZ
- John Burbage, President
- Phone
- (774) 213-9968
Mission
Our 55+ community raises funds through events held both on premises and in the Middleboro community to provide scholarships and tool ships to Middleboro students graduating from Middleboro High School, Bristol Plymouth Regional Technical School and now also Bristol County Agricultural High School.
Program accomplishments
- Two Middleborough Class of 2024 graduates received scholarships totaling $4,500 to attend UMASS Amherst in Amherst, MA. One scholarship was in the amount of $3,000 and the other was in the amount of $1,500. The funds were remitted to the student account once their first semester transcript was received.Expenses $4,500 · grants $4,500
- Five Middleborough Class of 2024 graduates received scholarships totaling $12,000 to attend Bridgewater State University in Bridgewater, MA. Two scholarships were in the amount of $3,000, one was for $2,500, one was for $2,000 and the other was in the amount of $1,500. The funds were remitted to the student accounts once their first semester transcript was received.Expenses $12,000 · grants $12,000
- Two Middleborough Class of 2024 graduates received scholarships totaling $6,000 to attend UMASS Dartmouth in Dartmouth, MA. Both scholarships were in the amount of $3,000. The funds were remitted to the student account once their first semester transcript was received.Expenses $6,000 · grants $6,000
- Additional scholarship and tool ship awards paid out during calendar 2025. Described in Schedule OExpenses $41,000 · grants $41,000
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 | 990-EZ on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 85-3931003
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2021
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $177,742
- Income (IRS master file)
- $87,099
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $83,984 | $65,947 | $177,742 | IRS |
| 990-EZ | December 2024 | $99,744 | $49,174 | $159,705 | IRS |
| 990-EZ | December 2023 | $53,646 | $27,207 | $109,135 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-N for 2021 Officer: John Burbage | December 31, 2021 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2020 Officer: John Burbage | December 31, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
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 85-3931003).
Questions about OAK POINT HOMEOWNERS SCHOLARSHIP FUNDS INC
- What is the EIN of OAK POINT HOMEOWNERS SCHOLARSHIP FUNDS INC?
- The employer identification number (EIN) of OAK POINT HOMEOWNERS SCHOLARSHIP FUNDS INC is 85-3931003.
- Is OAK POINT HOMEOWNERS SCHOLARSHIP FUNDS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to OAK POINT HOMEOWNERS SCHOLARSHIP FUNDS INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does OAK POINT HOMEOWNERS SCHOLARSHIP FUNDS INC 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 OAK POINT HOMEOWNERS SCHOLARSHIP FUNDS INC 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 OAK POINT HOMEOWNERS SCHOLARSHIP FUNDS INC last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
- Who is the principal officer of OAK POINT HOMEOWNERS SCHOLARSHIP FUNDS INC?
- The 990-N for 2021 names John Burbage.
- Who are the officers and directors of OAK POINT HOMEOWNERS SCHOLARSHIP FUNDS INC?
- The 990-EZ for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does OAK POINT HOMEOWNERS SCHOLARSHIP FUNDS INC have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $83,984, expenses of $65,947 and total assets of $177,742 at year end.
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