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← FLORENCE BERNARD-ALTA MILLER SCHOLARSHIP TRUST FUND

Form 990 for tax year 2025

Filed by FLORENCE BERNARD-ALTA MILLER SCHOLARSHIP TRUST FUND.

Totals

Total revenue
$406,582
Total expenses
$193,397
Contributions and grants received
$348,796
Grants paid
$115,000
Program service revenue
$0
Investment income
$47,786
Other revenue
$10,000
Total assets, end of year
$3,269,815
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$3,269,815
Program services expenses (Part IX)
$172,280
Management and general expenses
$21,117
Fundraising expenses
$0
Program service expenses (Part III)
$172,280

Program services were 89.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $348,796

  • 3 · Investment income

    total $45,663 · excluded $45,663

  • 7a · Gross sales of assets other than inventory

    securities $217,893

  • 7b · Less cost or other basis and sales expenses

    securities $215,770

  • 7c · Gain or loss

    securities $2,123

  • 7d · Net gain or loss

    total $2,123 · excluded $2,123

  • 11a · Other revenue: RETURNED CHECK

    total $10,000 · related or exempt $10,000

  • 11e · Other revenue, total

    $10,000

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $115,000 · program services $115,000

  • 11c · Fees: accounting

    total $10,381 · management and general $10,381

  • 11f · Fees: investment management

    total $7,372 · management and general $7,372

  • 13 · Office expenses

    total $3,364 · management and general $3,364

  • 24a · Other expenses: BANQUET COSTS

    total $57,280 · program services $57,280

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $1,002,289 · end of year $1,172,695

  • 4 · Accounts receivable

    beginning of year $44,217 · end of year $65,793

  • 11 · Investments: publicly traded securities

    beginning of year $760,883 · end of year $824,499

  • 12 · Investments: other securities

    beginning of year $1,003,052 · end of year $1,204,207

  • 15 · Other assets

    beginning of year $2,275 · end of year $2,621

  • 27 · Net assets without donor restrictions

    beginning of year $2,812,716 · end of year $3,269,815

Mission and programs · 2025

Mission

TO PROVIDE CHILDREN AND MEMBERS OF THE INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS WITH SCHOLARSHIP ASSISTANCE.

Activities or mission (Part I)

TO PROVIDE SCHOLARSHIP ASSISTANCE TO MEMBERS AND CHILDREN OF THE INTERNATIONAL UNION.

  • TO PROVIDE CHILDREN AND MEMBERS OF THE INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS WITH SCHOLARSHIP ASSISTANCE.

    Expenses $172,280 · Grants $115,000 · Revenue $10,000

As filed on the 2025 return.

Listed in Part VII

  • TERRENCE LARKIN

    TRUSTEE

    Total calculated
    $476,191
    From this org
    $0
    From related orgs
    $459,436
    Other
    $16,755
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $459,436 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $34,802 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $494,238 related

  • ROBERT REAP

    TRUSTEE

    Total calculated
    $403,333
    From this org
    $0
    From related orgs
    $386,578
    Other
    $16,755
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $386,578 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $386,578 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2025
Filed
20 August 2026
IRS schema version
2025v4.2
Source object
202602329349301605

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