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Rose Morgan Scholarship Fund

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Educational Institutions and Related Activities / Scholarships, Student Financial Aid Services, Awards (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$46.3k (2024)

Expenses
$38.5k (2024)

Total Assets
$1.23M (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$46,336
Expenses
$38,513
Net Income
$7,823
Net Assets
$1,229,416
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $38,318
82.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $8,018
17.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $5,684
14.8%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,229,416
Total Liabilities $0
Net Assets $1,229,416
Compensation
Key Employees and Officers Compensation Related Other
Midwest Trust Company (Co Trustee) $5,684 $0 $0
Carl Puritz (Co Trustee) $0 $0 $0
Mark Mandelbaum (Co Trustee) $0 $0 $0
Floyd Freiden (Co Trustee) $0 $0 $0
Amanda Morgan (Co Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$13,151
Expenses
$19,941
Net Income
-$6,790
Net Assets
$1,220,883
Notable Sources of Revenue Percent of Total Revenue
Contributions $10,000
76.0%
Program Services $0
Investment Income $32,467
> 100%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$29,316
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $5,224
26.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,220,883
Total Liabilities $0
Net Assets $1,220,883
Compensation
Key Employees and Officers Compensation Related Other
Midwest Trust Company (Co Trustee) $5,224 $0 $0
Carl Puritz (Co Trustee) $0 $0 $0
Mark Mandelbaum (Co Trustee) $0 $0 $0
Floyd Freiden (Co Trustee) $0 $0 $0
Amanda Morgan (Co Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$31,740
Expenses
$33,669
Net Income
-$1,929
Net Assets
$1,249,428
Notable Sources of Revenue Percent of Total Revenue
Contributions $10,000
31.5%
Program Services $0
Investment Income $28,567
90.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$6,827
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $5,372
16.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,249,428
Total Liabilities $0
Net Assets $1,249,428
Compensation
Key Employees and Officers Compensation Related Other
Midwest Trust Company (Co Trustee) $5,372 $0 $0
Carl Puritz (Co Trustee) $0 $0 $0
Mark Mandelbaum (Co Trustee) $0 $0 $0
Floyd Freiden (Co Trustee) $0 $0 $0
Amanda Morgan (Co Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$109,686
Expenses
$31,824
Net Income
$77,862
Net Assets
$1,253,352
Notable Sources of Revenue Percent of Total Revenue
Contributions $10,000
9.1%
Program Services $0
Investment Income $27,577
25.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $72,109
65.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $5,841
18.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,253,352
Total Liabilities $0
Net Assets $1,253,352
Compensation
Key Employees and Officers Compensation Related Other
Midwest Trust Company (Co Trustee) $5,841 $0 $0
Carl Puritz (Co Trustee) $0 $0 $0
Mark Mandelbaum (Co Trustee) $0 $0 $0
Floyd Freiden (Co Trustee) $0 $0 $0
Amanda Morgan (Co Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$103,433
Expenses
$40,542
Net Income
$62,891
Net Assets
$1,176,355
Notable Sources of Revenue Percent of Total Revenue
Contributions $10,000
9.7%
Program Services $0
Investment Income $35,487
34.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $57,946
56.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $5,371
13.2%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,176,355
Total Liabilities $0
Net Assets $1,176,355
Compensation
Key Employees and Officers Compensation Related Other
Midwest Trust Company (Co Trustee) $5,371 $0 $0
Carl Puritz (Co Trustee) $0 $0 $0
Mark Mandelbaum (Co Trustee) $0 $0 $0
Floyd Freiden (Co Trustee) $0 $0 $0
Amanda Morgan (Co Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$49,326
Expenses
$31,434
Net Income
$17,892
Net Assets
$1,112,071
Notable Sources of Revenue Percent of Total Revenue
Contributions $10,000
20.3%
Program Services $0
Investment Income $26,409
53.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $12,917
26.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $4,940
15.7%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,112,071
Total Liabilities $0
Net Assets $1,112,071

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$67,610
Expenses
$33,564
Net Income
$34,046
Net Assets
$1,098,711
Notable Sources of Revenue Percent of Total Revenue
Contributions $10,000
14.8%
Program Services $0
Investment Income $28,406
42.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $29,204
43.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $9,539
28.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,123,077
Total Liabilities $24,366
Net Assets $1,098,711
Compensation
Key Employees and Officers Compensation Related Other
Security Trust Investments (Co Trustee) $9,539 $0 $0
Carl Puritz (Co Trustee) $0 $0 $0
Mark Mandelbaum (Co Trustee) $0 $0 $0
Floyd Freiden (Co Trustee) $0 $0 $0
Amanda Morgan (Co Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$50,935
Expenses
$31,662
Net Income
$19,273
Net Assets
$1,064,665
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $27,017
53.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $23,918
47.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $9,385
29.6%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,088,165
Total Liabilities $23,500
Net Assets $1,064,665
Compensation
Key Employees and Officers Compensation Related Other
Security Trust Investments (Co Trustee) $9,385 $0 $0
Carl Puritz (Co Trustee) $0 $0 $0
Mark Mandelbaum (Co Trustee) $0 $0 $0
Floyd Freiden (Co Trustee) $0 $0 $0
Amanda Morgan (Co Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$32,536
Expenses
$31,100
Net Income
$1,436
Net Assets
$1,045,392
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $29,138
89.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $3,398
10.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $9,136
29.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,068,072
Total Liabilities $22,680
Net Assets $1,045,392
Compensation
Key Employees and Officers Compensation Related Other
Valley View Financial Group (Co Trustee) $9,136 $0 $0
Carl Puritz (Co Trustee) $0 $0 $0
Mark Mandelbaum (Co Trustee) $0 $0 $0
Floyd Freiden (Co Trustee) $0 $0 $0
Amanda Morgan (Co Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$63,572
Expenses
$32,701
Net Income
$30,871
Net Assets
$1,043,956
Notable Sources of Revenue Percent of Total Revenue
Contributions $20,000
31.5%
Program Services $0
Investment Income $32,711
51.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $10,861
17.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $9,051
27.7%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,076,776
Total Liabilities $32,820
Net Assets $1,043,956
Compensation
Key Employees and Officers Compensation Related Other
Valley View Financial Group (Co Trustee) $9,051 $0 $0
Carl Puritz (Co Trustee) $0 $0 $0
Mark Mandelbaum (Co Trustee) $0 $0 $0
Floyd Freiden (Co Trustee) $0 $0 $0
Amanda Morgan (Co Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$82,367
Expenses
$34,779
Net Income
$47,588
Net Assets
$1,013,085
Notable Sources of Revenue Percent of Total Revenue
Contributions $5,000
6.1%
Program Services $0
Investment Income $30,110
36.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $47,257
57.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,013,085
Total Liabilities $0
Net Assets $1,013,085
Compensation
Key Employees and Officers Compensation Related Other
Carl Puritz (Co Trustee) $0 $0 $0
Mark Mandelbaum (Co Trustee) $0 $0 $0
Floyd Freiden (Co Trustee) $0 $0 $0
Amanda Morgan (Co Trustee) $0 $0 $0
Valley View Financial Group (Co Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$53,547
Expenses
$36,262
Net Income
$17,285
Net Assets
$965,497
Notable Sources of Revenue Percent of Total Revenue
Contributions $10,000
18.7%
Program Services $0
Investment Income $31,615
59.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $11,932
22.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $965,497
Total Liabilities $0
Net Assets $965,497
Compensation
Key Employees and Officers Compensation Related Other
Carl Puritz (Co Trustee) $0 $0 $0
Mark Mandelbaum (Co Trustee) $0 $0 $0
Floyd Freiden (Co Trustee) $0 $0 $0
Amanda Morgan (Co Trustee) $0 $0 $0
Valley View Financial Group (Co Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$73,876
Expenses
$37,015
Net Income
$36,861
Net Assets
$948,212
Notable Sources of Revenue Percent of Total Revenue
Contributions $25,000
33.8%
Program Services $0
Investment Income $35,039
47.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $13,837
18.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $948,212
Total Liabilities $0
Net Assets $948,212

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$82,642
Expenses
$38,167
Net Income
$44,475
Net Assets
$911,351
Notable Sources of Revenue Percent of Total Revenue
Contributions $25,000
30.3%
Program Services $0
Investment Income $34,343
41.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $23,299
28.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $911,351
Total Liabilities $0
Net Assets $911,351

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

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The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Types of Nonprofits

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