Nonprofit · EIN 22-2992988
ROLAND J WOTRING SCHOLARSHIP FUND
Tax-exempt · SOUDERTON, PA 18964
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $728,302 | $648,106 | $80,196 | $9,950,926 | $0 | $9,950,926 |
| January 31, 2025 | 990 | $798,920 | $639,420 | $159,500 | $10,123,505 | $0 | $10,123,505 |
| January 31, 2024 | 990 | $605,975 | $638,314 | -$32,339 | $9,855,145 | $0 | $9,855,145 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $226,202
- Net gain from sales of assets
- $502,100
Expenses
- Grants and similar amounts paid
- $553,998
- Compensation of officers, directors and key employees
- $86,596
- Disbursements for charitable purposes
- $553,998
- Excise tax on investment income
- $10,123
Balance sheet and other
- Total assets, start of year
- $9,906,069
- Total assets, end of year
- $9,950,926
- Total liabilities, end of year
- $0
- Net assets, end of year
- $9,950,926
- Fair market value of assets
- $12,562,525
- Qualifying distributions
- $553,998
- Net investment income
- $728,302
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Univest Bank & Trust Co 14 N Main St, Souderton, PA 18964 | Trustee | 1 | $86,596 |
990 for the year ended January 31, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Univest Bank and Trust Co | Trustee Institutional trustee | – | $0 |
990 for the year ended January 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Univest Bank and Trust Co | Trustee Institutional trustee | – | $0 |
Address and contacts
- Address (IRS master file)
- UNIVEST 14 N MAIN ST PO BOX 64197, SOUDERTON, PA 18964-0000
- In care of
- % UNIVEST BANK AND TRUST CO
- Signed the 990-PF
- DARREN JOHNSON, SVP & STSO
- Phone
- (215) 721-2549
- Return prepared by
- BAUM SMITH AND CLEMENS LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in January, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | January 31, 2026 | June 15, 2026 | Check at the IRS |
| 2024 | January 31, 2025 | June 16, 2025 | 990 on file |
| 2023 | January 31, 2024 | June 17, 2024 | 990 on file |
IRS record
- EIN
- 22-2992988
- 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
- 1989
- Accounting year ends
- January
- Files
- Form 990-PF
- Assets (IRS master file)
- $9,950,926
- Income (IRS master file)
- $3,204,897
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $728,302 | $648,106 | $9,950,926 | IRS |
| 990 | January 2025 | $798,920 | $639,420 | $10,123,505 | XML |
| 990 | January 2024 | $605,975 | $638,314 | $9,855,145 | XML |
| 990 | January 2023 | $109,307 | $645,319 | $9,810,179 | IRS |
| 990 | January 2022 | – | – | – | IRS |
| 990 | January 2019 | – | – | – | 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 22-2992988).
Questions about ROLAND J WOTRING SCHOLARSHIP FUND
- What is the EIN of ROLAND J WOTRING SCHOLARSHIP FUND?
- The employer identification number (EIN) of ROLAND J WOTRING SCHOLARSHIP FUND is 22-2992988.
- Is ROLAND J WOTRING SCHOLARSHIP FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
- Are donations to ROLAND J WOTRING SCHOLARSHIP FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROLAND J WOTRING SCHOLARSHIP FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROLAND J WOTRING SCHOLARSHIP FUND due?
- The return for tax year 2026 (the year ending January 31, 2027) is due June 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROLAND J WOTRING SCHOLARSHIP FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of ROLAND J WOTRING SCHOLARSHIP FUND?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $86,596 (Univest Bank & Trust Co, Trustee).
- How much revenue does ROLAND J WOTRING SCHOLARSHIP FUND have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $728,302, expenses of $648,106 and total assets of $9,950,926 at year end.
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