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Nonprofit · EIN 93-6026691

JEFFERSON SCHOLARSHIP FUND

Tax-exempt · MILWAUKEE, WI 53201

Financials

$243K$169K2023$639K$231K2024
Revenue Expenses · by fiscal year end
Financials of JEFFERSON SCHOLARSHIP FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$638,571$231,065$407,506$2,650,407$0$2,650,407
December 31, 2023990-PF$242,542$169,314$73,228$2,291,104$0$2,291,104
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$407,875
Dividends
$111,984
Net rental income
$2,922
Net gain from sales of assets
$114,134
Other income
$1,656

Expenses

Grants and similar amounts paid
$183,167
Compensation of officers, directors and key employees
$37,128
Disbursements for charitable purposes
$189,999
Excise tax on investment income
$2,636

Balance sheet and other

Total assets, start of year
$2,291,104
Total assets, end of year
$2,650,407
Total liabilities, end of year
$0
Net assets, end of year
$2,650,407
Fair market value of assets
$3,024,683
Qualifying distributions
$189,999
Net investment income
$228,995

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
US BANK N A
PO BOX 0634, MILWAUKEE, WI 532010624
TRUSTEE1$37,128
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
US BANK NA
PO BOX 0634, MILWAUKEE, WI 532010634
TRUSTEE1$30,223

Address and contacts

Address (IRS master file)
PO BOX 634, MILWAUKEE, WI 53201-0634
Signed the 990-PF
U S BANK N A BY, TRUSTEE
Phone
(503) 464-3580
Return prepared by
PWC US TAX LLP

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
93-6026691
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
1963
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Education (B82Z)
Assets (IRS master file)
$2,650,407
Income (IRS master file)
$2,550,873

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$638,571$231,065$2,650,407XML
990-PFDecember 2023$242,542$169,314$2,291,104XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 93-6026691).

Questions about JEFFERSON SCHOLARSHIP FUND

What is the EIN of JEFFERSON SCHOLARSHIP FUND?
The employer identification number (EIN) of JEFFERSON SCHOLARSHIP FUND is 93-6026691.
Is JEFFERSON SCHOLARSHIP FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1963.
Are donations to JEFFERSON SCHOLARSHIP FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JEFFERSON SCHOLARSHIP FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of JEFFERSON SCHOLARSHIP FUND 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 JEFFERSON SCHOLARSHIP FUND last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of JEFFERSON SCHOLARSHIP FUND?
The 990-PF for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $37,128 (US BANK N A, TRUSTEE).
How much revenue does JEFFERSON SCHOLARSHIP FUND have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $638,571, expenses of $231,065 and total assets of $2,650,407 at year end.

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