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Nonprofit · EIN 99-0259507

HERBERT & MARGARITA MIST SCHOLARSHIP FUND

Tax-exempt · HONOLULU, HI 96802

Financials

$18K$54K2022$42K$59K2023$74K$59K2024
Revenue Expenses · by fiscal year end
Financials of HERBERT & MARGARITA MIST SCHOLARSHIP FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
October 31, 2025990-PF$73,668$58,625$15,043$624,257$0$624,257
October 31, 2024990-PF$42,100$59,000-$16,900$609,217$0$609,217
October 31, 2023990-PF$18,455$54,300-$35,845$626,117$0$626,117
Financial details: 990-PF for the year ended October 31, 2025

Revenue

Dividends
$24,399
Net gain from sales of assets
$47,605
Other income
$1,664

Expenses

Grants and similar amounts paid
$40,000
Compensation of officers, directors and key employees
$10,599
Disbursements for charitable purposes
$47,850

Balance sheet and other

Total assets, start of year
$609,217
Total assets, end of year
$624,257
Total liabilities, end of year
$0
Net assets, end of year
$624,257
Fair market value of assets
$1,092,305
Qualifying distributions
$47,850
Net investment income
$72,004

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 October 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
BANK OF HAWAII
PO BOX 3170 DEPT 715, HONOLULU, HI 96813
TRUSTEE1$10,599
990-PF for the year ended October 31, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF HAWAII
PO BOX 3170 DEPT 715, HONOLULU, HI 96813
TRUSTEE1$9,897
990-PF for the year ended October 31, 2023: 1 people
NameTitleHours / weekCompensation
BANK OF HAWAII
PO BOX 3170 DEPT 715, HONOLULU, HI 96813
TRUSTEE1$0

Address and contacts

Address (IRS master file)
PO BOX 3170, HONOLULU, HI 96802-3170
Signed the 990-PF
MARCO ABBRUZZESE, TRUSTEE
Phone
(888) 643-3888
Return prepared by
KPMG 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 October, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025October 31, 2026March 15, 2027Not due yet
2024October 31, 2025March 16, 2026990-PF on file
2023October 31, 2024March 17, 2025990-PF on file

IRS record

EIN
99-0259507
Accounting year ends
October
Files
Form 990-PF
Assets (IRS master file)
$624,257
Income (IRS master file)
$134,524

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFOctober 2025$73,668$58,625$624,257XML
990-PFOctober 2024$42,100$59,000$609,217XML
990-PFOctober 2023$18,455$54,300$626,117XML
990-PFOctober 2022–––IRS
990-PFOctober 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 99-0259507).

Questions about HERBERT & MARGARITA MIST SCHOLARSHIP FUND

What is the EIN of HERBERT & MARGARITA MIST SCHOLARSHIP FUND?
The employer identification number (EIN) of HERBERT & MARGARITA MIST SCHOLARSHIP FUND is 99-0259507.
Is HERBERT & MARGARITA MIST SCHOLARSHIP FUND tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does HERBERT & MARGARITA MIST SCHOLARSHIP FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of HERBERT & MARGARITA MIST SCHOLARSHIP FUND due?
The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HERBERT & MARGARITA MIST SCHOLARSHIP FUND last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended October 2025.
Who are the officers and directors of HERBERT & MARGARITA MIST SCHOLARSHIP FUND?
The 990-PF for the year ended October 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $10,599 (BANK OF HAWAII, TRUSTEE).
How much revenue does HERBERT & MARGARITA MIST SCHOLARSHIP FUND have?
On its 990-PF for the year ended October 31, 2025 it reported revenue of $73,668, expenses of $58,625 and total assets of $624,257 at year end.

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