Hazel Montgomery M D Memorial Scholarship Trust

Tyler, TX
EIN: 75-6498847

Receive an email when new data is available for this organization.

Type of Nonprofit

Designated as a 4947(a)(1) Non-exempt charitable trusts.

Revenue

$30.6k (2025)

Expenses

$70.8k (2025)

Total Assets

$859k (2025)

Total Liabilities

$0 (2025)

Source: Form 990 tax filings from 2011 to 2025

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 May
2025

Revenue

$30,569

Expenses

$70,782

Net Income

-$40,213

Net Assets

$858,793

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$28,007	91.6%
Sales of Assets	$0
Other Income	$2,562	8.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$55,701	78.7%
Compensation of Officers*	$13,551	19.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$858,793
Total Liabilities	$0
Net Assets	$858,793

Compensation

Key Employees and Officers	Compensation	Other
Southside Bank (Trustee)	$13,551	$0

990-PF

Filed on Sept. 19, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending May
2024

Revenue

$44,433

Expenses

$64,872

Net Income

-$20,439

Net Assets

$899,006

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$23,321	52.5%
Sales of Assets	$15,328	34.5%
Other Income	$5,784	13.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$52,802	81.4%
Compensation of Officers*	$9,641	14.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$899,090
Total Liabilities	$84
Net Assets	$899,006

Compensation

Key Employees and Officers	Compensation	Other
Southside Bank (Trustee)	$9,641	$0

990-PF

Filed on Sept. 9, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending May
2023

Revenue

$34,602

Expenses

$70,920

Net Income

-$36,318

Net Assets

$919,445

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$21,814	63.0%
Sales of Assets	$8,169	23.6%
Other Income	$4,619	13.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$59,850	84.4%
Compensation of Officers*	$9,587	13.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$919,445
Total Liabilities	$0
Net Assets	$919,445

Compensation

Key Employees and Officers	Compensation	Other
Southside Bank (Trustee)	$9,587	$0

990-PF

Filed on Sept. 7, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending May
2022

Revenue

$45,578

Expenses

$70,789

Net Income

-$25,211

Net Assets

$955,763

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$43	0.1%
Dividends	$19,100	41.9%
Sales of Assets	$23,325	51.2%
Other Income	$3,110	6.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$58,751	83.0%
Compensation of Officers*	$10,724	15.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$955,763
Total Liabilities	$0
Net Assets	$955,763

Compensation

Key Employees and Officers	Compensation	Other
Southside Bank (Trustee)	$10,724	$0

990-PF

Filed on Aug. 19, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending May
2021

Revenue

$75,017

Expenses

$66,137

Net Income

$8,880

Net Assets

$980,974

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$75	0.1%
Dividends	$17,771	23.7%
Sales of Assets	$55,551	74.1%
Other Income	$1,620	2.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$55,226	83.5%
Compensation of Officers*	$9,016	13.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$981,313
Total Liabilities	$339
Net Assets	$980,974

Compensation

Key Employees and Officers	Compensation	Other
Southside Bank (Trustee)	$9,016	$0

990-PF

Filed on Sept. 8, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending May
2020

Revenue

$38,412

Expenses

$68,266

Net Income

-$29,854

Net Assets

$972,094

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,008	2.6%
Dividends	$23,676	61.6%
Sales of Assets	$10,895	28.4%
Other Income	$2,833	7.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$57,604	84.4%
Compensation of Officers*	$8,769	12.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$972,126
Total Liabilities	$32
Net Assets	$972,094

Compensation

Key Employees and Officers	Compensation	Other
Southside Bank (Trustee)	$8,769	$0

990-PF

Filed on Oct. 14, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending May
2019

Revenue

$36,985

Expenses

$70,159

Net Income

-$33,174

Net Assets

$1,001,948

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$946	2.6%
Dividends	$26,225	70.9%
Sales of Assets	$6,298	17.0%
Other Income	$3,516	9.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$59,269	84.5%
Compensation of Officers*	$8,856	12.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,002,009
Total Liabilities	$61
Net Assets	$1,001,948

Compensation

Key Employees and Officers	Compensation	Other
Southside Bank (Trustee)	$8,856	$0

990-PF

Filed on Oct. 15, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending May
2018

Revenue

$33,918

Expenses

$69,578

Net Income

-$35,660

Net Assets

$1,035,122

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$554	1.6%
Dividends	$15,963	47.1%
Sales of Assets	$15,093	44.5%
Other Income	$2,308	6.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$58,810	84.5%
Compensation of Officers*	$9,047	13.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,035,361
Total Liabilities	$239
Net Assets	$1,035,122

Compensation

Key Employees and Officers	Compensation	Other
Southside Bank (Trustee)	$9,047	$0

990-PF

Filed on Aug. 20, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending May
2017

Revenue

$25,092

Expenses

$70,263

Net Income

-$45,171

Net Assets

$1,070,782

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$231	0.9%
Dividends	$16,272	64.8%
Sales of Assets	$6,934	27.6%
Other Income	$1,655	6.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$59,797	85.1%
Compensation of Officers*	$8,955	12.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,070,782
Total Liabilities	$0
Net Assets	$1,070,782

Compensation

Key Employees and Officers	Compensation	Other
Southside Bank (Trustee)	$8,955	$0

990-PF

Filed on Oct. 4, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending May
2016

Revenue

$36,738

Expenses

$73,605

Net Income

-$36,867

Net Assets

$1,115,790

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11	0.0%
Dividends	$26,996	73.5%
Sales of Assets	$7,766	21.1%
Other Income	$1,965	5.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$62,784	85.3%
Compensation of Officers*	$9,042	12.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,115,970
Total Liabilities	$180
Net Assets	$1,115,790

Compensation

Key Employees and Officers	Compensation	Other
Southside Bank (Trustee)	$9,042	$0

990-PF

Filed on July 18, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending May
2015

Revenue

$27,840

Expenses

$75,106

Net Income

-$47,266

Net Assets

$1,152,535

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8	0.0%
Dividends	$20,810	74.7%
Sales of Assets	$1,869	6.7%
Other Income	$5,153	18.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$63,541	84.6%
Compensation of Officers*	$9,401	12.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,152,537
Total Liabilities	$2
Net Assets	$1,152,535

Compensation

Key Employees and Officers	Compensation	Other
Southside Bank (Trustee)	$9,401	$0

990-PF

Filed on Aug. 11, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending May
2014

Revenue

$69,557

Expenses

$90,049

Net Income

-$20,492

Net Assets

$1,199,667

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3	0.0%
Dividends	$20,316	29.2%
Sales of Assets	$44,776	64.4%
Other Income	$4,462	6.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$67,958	75.5%
Compensation of Officers*	$9,498	10.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,200,015
Total Liabilities	$348
Net Assets	$1,199,667

Compensation

Key Employees and Officers	Compensation	Other
Southside Bank (Trustee)	$9,498	$0

990-PF

Filed on July 10, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending May
2013

Revenue

$32,919

Expenses

$191,746

Net Income

-$158,827

Net Assets

$1,189,950

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9	0.0%
Dividends	$21,705	65.9%
Sales of Assets	$5,057	15.4%
Other Income	$6,148	18.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$171,764	89.6%
Compensation of Officers*	$9,946	5.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,189,951
Total Liabilities	$1
Net Assets	$1,189,950

990-PF

Filed on Dec. 19, 2013

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending May
2012

Revenue

$35,983

Expenses

$69,364

Net Income

-$33,381

Net Assets

$1,348,778

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10	0.0%
Dividends	$29,635	82.4%
Sales of Assets	$0
Other Income	$6,338	17.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$34,814	50.2%
Compensation of Officers*	$10,135	14.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,379,599
Total Liabilities	$30,821
Net Assets	$1,348,778

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending May
2011

Revenue

$43,872

Expenses

$39,753

Net Income

$4,119

Net Assets

$1,382,159

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$40	0.1%
Dividends	$29,771	67.9%
Sales of Assets	$7,375	16.8%
Other Income	$6,686	15.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,385	66.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,382,159
Total Liabilities	$0
Net Assets	$1,382,159

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated March 23, 2026

Hazel Montgomery M D Memorial Scholarship Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $30.6k (2025)

Expenses $70.8k (2025)

Total Assets $859k (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending May 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$30.6k (2025)

Expenses

$70.8k (2025)

Total Assets

$859k (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending May
2025

Fiscal Year Ending May
2024

Fiscal Year Ending May
2023

Fiscal Year Ending May
2022

Fiscal Year Ending May
2021

Fiscal Year Ending May
2020

Fiscal Year Ending May
2019

Fiscal Year Ending May
2018

Fiscal Year Ending May
2017

Fiscal Year Ending May
2016

Fiscal Year Ending May
2015

Fiscal Year Ending May
2014

Fiscal Year Ending May
2013

Fiscal Year Ending May
2012

Fiscal Year Ending May
2011

Fiscal Year Ending May
2010

Fiscal Year Ending May
2009

Fiscal Year Ending May
2008

Fiscal Year Ending May
2007

Fiscal Year Ending May
2006

Fiscal Year Ending May
2005

Fiscal Year Ending May
2004

Fiscal Year Ending May
2003

Fiscal Year Ending May
2002

Fiscal Year Ending May
2001