Civic Intelligence

Eaton & Reed Scholarship Fund Trust Agency

EIN 23-7146710 • Dallas, TX

Pub. 78 Eligible
PO Box 653067Dallas, TX 75265-3067
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2025

Liabilities / Revenue

66th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2025

Net Margin

14th percentile

-62%

Higher net margin than 14% of similar nonprofits.

<$500k nonprofits • Source year 2025

Top Officer Pay

87th percentile

$8,669

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 34.2% of source-year revenue.

<$500k nonprofits • Source year 2025

Asset Growth

48th percentile

-3.1%

Faster asset growth than 48% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

19th percentile

-49%

Faster revenue growth than 19% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$462,736

Down $14,784 (-3.1%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$462,736

Down $14,784 (-3.1%) from 2024

Operations
Liabilities / Revenue66th percentileNet Margin14th percentile

Revenue

Down

$25,353

Down $24,410 (-49%) from 2024

Expenses

Up

$41,136

Up $10,958 (+36%) from 2024

Net Income

Down

-$15,783

Down $35,368 (-181%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth48th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2020: $493,589Liabilities 2020: $0Net Assets 2020: $493,5892020Assets 2021: $467,046Liabilities 2021: $0Net Assets 2021: $467,0462021Assets 2022: $462,198Liabilities 2022: $0Net Assets 2022: $462,1982022Assets 2023: $456,594Liabilities 2023: $0Net Assets 2023: $456,5942023Assets 2024: $477,520Liabilities 2024: $0Net Assets 2024: $477,5202024Assets 2025: $462,736Liabilities 2025: $0Net Assets 2025: $462,7362025

Highlighted filing

2025

Assets$462,736
Liabilities$0
Net Assets$462,736
Open 2025 Filing

Operations Trend

Revenue Growth19th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20K-$40KRevenue 2020: $38,130Expenses 2020: $39,830Net Income 2020: -$1,7002020Revenue 2021: $13,507Expenses 2021: $39,801Net Income 2021: -$26,2942021Revenue 2022: $24,860Expenses 2022: $30,212Net Income 2022: -$5,3522022Revenue 2023: $18,436Expenses 2023: $24,574Net Income 2023: -$6,1382023Revenue 2024: $49,763Expenses 2024: $30,178Net Income 2024: $19,5852024Revenue 2025: $25,353Expenses 2025: $41,136Net Income 2025: -$15,7832025

Highlighted filing

2025

Revenue$25,353
Expenses$41,136
Net Income-$15,783
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$462,736
Liabilities
$0
Net assets
$462,736
Revenue
$25,353
Expenses
$41,136
Net income
-$15,783
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.63$0.00$4.63$0.25$0.41$0.16
2024Detailed filing. Detailed filing data is available for this year.$4.78$0.00$4.78$0.50$0.30$0.20
2023Detailed filing. Detailed filing data is available for this year.$4.57$0.00$4.57$0.18$0.25$0.06
2022Detailed filing. Detailed filing data is available for this year.$4.62$0.00$4.62$0.25$0.30$0.05
2021Detailed filing. Detailed filing data is available for this year.$4.67$0.00$4.67$0.14$0.40$0.26
2020Detailed filing. Detailed filing data is available for this year.$4.94$0.00$4.94$0.38$0.40$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Dec 9, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICA N AAgent For Trustee-$8,669-$8,669
MATTHEW GEARYSuperint. Of Schools-$0--
TRACY PATTERSONBrd Of Education-$0--
KATELYN MINERManchester Hs Prin-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNIVERSITY OF CONNECTICUTSCHOLARSHIPPCSTORRS, CT, US$13,000
Paid GrantEASTERN CONNECTICUT STATE UNIVERSITYSCHOLARSHIPSPCWILLIMANTIC, CT, US$3,000
Paid GrantUNIVERSITY OF HARTFORDSCHOLARSHIPSPCWEST HARTFORD, CT, US$2,000
Paid GrantCCSU - CENTRAL CT STATE UNIVERSITYSCHOLARSHIPSPCNEW BRITAIN, CT, US$2,000
Paid GrantNORTHEASTERN UNIVERSITYSCHOLARSHIPSPCBOSTON, MA, US$1,000
Paid GrantASSUMPTION UNIVERSITYSCHOLARSHIPSPCWORCESTER, MA, US$1,000
Paid GrantWESLEYAN UNIVERSITYSCHOLARSHIPSPCMIDDLETOWN, CT, US$1,000
Paid GrantCORNELL UNIVERSITYSCHOLARSHIPSPCITHACA, NY, US$1,000
Paid GrantST LAWRENCE UNIVERSITYSCHOLARSHIPSPCCANTON, NY, US$1,000
Paid GrantUNIVERSITY OF RHODE ISLANDSCHOLARSHIPSPCKINGSTON, RI, US$1,000
Paid GrantHOWARD UNIVERSITYSCHOLARSHIPSPCWASHINGTON, DC, US$1,000
Paid GrantUNIVERSITY OF SOUTH CAROLINASCHOLARSHIPSPCCOLUMBIA, SC, US$1,000
Paid GrantGEORGIA INSTITUTE OF TECHNOLOGYSCHOLARSHIPSPCATLANTA, GA, US$1,000
Filing and Contact Details

Filer

Filer Name
Eaton & Reed Scsp Tr Uw Agt
EIN
23-7146710
Phone
8888663275
Address
PO BOX 653067, DALLAS, TX 75265-3067

Signing Officer

Name
Matthew Geary
Title
Trustee
Phone
8888663275
Signed
2025-12-09
Discuss with paid preparer
Yes

Preparer

Firm
Bank of America
Address
PO BOX 653067, DALLAS, TX 75265-3067
Preparer
Karen J Kiser
Phone
8888663275
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08888663275
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt045 NORTH SCHOOL ST
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9UNIVERSITY OF RHODE ISLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10HOWARD UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11UNIVERSITY OF SOUTH CAROLINA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt12GEORGIA INSTITUTE OF TECHNOLOGY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6377 PINE TREE ROAD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt975 LOWER COLLEGE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt102400 6TH STREET NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt111027 BARNWELL STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12500 TECH PARKWAY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6ITHACA

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