Nonprofit · EIN 20-4781876
WATTENBERG SCHOLARSHIP FUND
Also known as SOUTH VALLEY BANK & TRUST TTEE
Tax-exempt · MEDFORD, OR 97501
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990-PF | $16,568 | $15,347 | $1,221 | $262,990 | $0 | $262,990 |
| March 31, 2025 | 990-PF | $22,805 | $17,679 | $5,126 | $250,364 | $0 | $250,364 |
| March 31, 2024 | 990-PF | $10,779 | $17,616 | -$6,837 | $259,088 | $0 | $259,088 |
Financial details: 990-PF for the year ended March 31, 2026
Revenue
- Dividends
- $5,127
- Interest
- $520
- Net gain from sales of assets
- $10,921
Expenses
- Grants and similar amounts paid
- $10,000
- Compensation of officers, directors and key employees
- $4,082
- Disbursements for charitable purposes
- $10,000
- Excise tax on investment income
- $156
Balance sheet and other
- Total assets, start of year
- $250,364
- Total assets, end of year
- $262,990
- Total liabilities, end of year
- $0
- Net assets, end of year
- $262,990
- Fair market value of assets
- $262,990
- Qualifying distributions
- $10,000
- Net investment income
- $16,568
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended March 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Oregon Pacific Bank PO Box 1784, Medford, OR 97501 | Trustee | 1 | $4,082 |
990-PF for the year ended March 31, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Oregon Pacific Bank PO Box 1784, Medford, OR 97501 | Trustee | 1 | $4,104 |
990-PF for the year ended March 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Oregon Pacific Bank PO Box 1784, Medford, OR 97501 | Trustee | 1 | $4,080 |
Address and contacts
- Address (IRS master file)
- PO BOX 1784, MEDFORD, OR 97501-0140
- In care of
- % SOUTH VALLEY BANK & TRUST
- Signed the 990-PF
- Oregon Pacific Bank, Trustee
- Phone
- (541) 858-0191
- Return prepared by
- HMW CPAS & ASSOCIATES LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | 990-PF on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990-PF on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-4781876
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2008
- Accounting year ends
- March
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $262,990
- Income (IRS master file)
- $22,739
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2026 | $16,568 | $15,347 | $262,990 | XML |
| 990-PF | March 2025 | $22,805 | $17,679 | $250,364 | IRS |
| 990-PF | March 2024 | $10,779 | $17,616 | $259,088 | XML |
| 990-PF | March 2023 | – | – | – | IRS |
| 990-PF | March 2022 | – | – | – | IRS |
| 990-PF | March 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-4781876).
Questions about WATTENBERG SCHOLARSHIP FUND
- What is the EIN of WATTENBERG SCHOLARSHIP FUND?
- The employer identification number (EIN) of WATTENBERG SCHOLARSHIP FUND is 20-4781876.
- Is WATTENBERG SCHOLARSHIP FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to WATTENBERG SCHOLARSHIP FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WATTENBERG SCHOLARSHIP FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WATTENBERG SCHOLARSHIP FUND due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WATTENBERG SCHOLARSHIP FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended March 2026.
- Who are the officers and directors of WATTENBERG SCHOLARSHIP FUND?
- The 990-PF for the year ended March 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $4,082 (Oregon Pacific Bank, Trustee).
- How much revenue does WATTENBERG SCHOLARSHIP FUND have?
- On its 990-PF for the year ended March 31, 2026 it reported revenue of $16,568, expenses of $15,347 and total assets of $262,990 at year end.
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