The Trust is very happy to report that we were able to help several of our beneficiaries continue their education in 2024. In all, the Trust has recognized thirty-three beneficiaries and funded twenty-three of those for educational expenses since we started in 2011. The Trust has funded not only college, graduate and doctoral students, but also elementary, home-schooling and special needs education. We have truly enjoyed working with the current crop of students and cutting tuition checks to their schools. We are sure that Margaret and Eugene would be very proud of the students and their many success stories, not only the students currently attending school, but especially our current and former beneficiaries who have completed their Vocational, Associate, Bachelor, Graduate and PhD. We look forward to assisting the rest of you.
Please visit our website at www.PexaEducationTrust.com and check it out. This is where you’ll find the most current beneficiary documents including: funding request, email release, and beneficiary recognition forms. If you were awarded funding from the Trust in 2024, you will receive a K1 tax form by mail as soon as they are available. These forms will be mailed to the last address the Trust has on file for you.
We want to remind you that the Trust is designed to last until 2031 and that beneficiaries cannot be awarded funding after they reach the age of 30. We also want to remind you that maximum award amounts are adjusted for inflation each year, so please contact us for your specific numbers. Take advantage of increased funding maximums as they are adjusted annually.
Please keep the Trust informed of any changes in your Contact information by contacting us at info@pexaeducationtrust.com.
Best Wishes for 2025,
Sheila O’Rourke Joanna Plante Kevin O’Rourke