Nonprofit · EIN 27-0667297
RONALD J YORK SCHOLARSHIP FUND
Tax-exempt · BARRE, VT 05641
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-PF | $577,270 | $642,459 | -$65,189 | $3,432,505 | $0 | $3,432,505 |
| June 30, 2025 | 990-PF | $526,453 | $641,057 | -$114,604 | $3,497,694 | $0 | $3,497,694 |
| June 30, 2024 | 990-PF | $257,292 | $406,069 | -$148,777 | $3,612,298 | $0 | $3,612,298 |
Financial details: 990-PF for the year ended June 30, 2026
Revenue
- Dividends
- $171,644
- Interest
- $592
- Net gain from sales of assets
- $262,065
- Other income
- $142,969
Expenses
- Grants and similar amounts paid
- $592,700
- Compensation of officers, directors and key employees
- $36,600
- Disbursements for charitable purposes
- $483,855
- Excise tax on investment income
- $5,819
Balance sheet and other
- Total assets, start of year
- $3,497,694
- Total assets, end of year
- $3,432,505
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,432,505
- Fair market value of assets
- $6,245,256
- Qualifying distributions
- $483,855
- Net investment income
- $434,301
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 June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ADRIAN A OTTERMAN ESQ PO BOX 473, BARRE, VT 05641 | TRUSTEE | 2.5 | $36,600 |
990-PF for the year ended June 30, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ADRIAN A OTTERMAN ESQ PO BOX 473, BARRE, VT 05641 | TRUSTEE | 2.5 | $34,380 |
990-PF for the year ended June 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ADRIAN A OTTERMAN ESQ PO BOX 473, BARRE, VT 05641 | TRUSTEE | 2.5 | $32,078 |
Address and contacts
- Address (IRS master file)
- PO BOX 473, BARRE, VT 05641-0473
- In care of
- % DAVID A OTTERMAN
- Signed the 990-PF
- ADRIAN A OTTERMAN, TRUSTEE
- Phone
- (802) 479-2552
- Return prepared by
- Salvador and Babic PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | 990-PF on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 27-0667297
- 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
- 2010
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Education (B112)
- Assets (IRS master file)
- $3,497,694
- Income (IRS master file)
- $702,829
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2026 | $577,270 | $642,459 | $3,432,505 | XML |
| 990-PF | June 2025 | $526,453 | $641,057 | $3,497,694 | XML |
| 990-PF | June 2024 | $257,292 | $406,069 | $3,612,298 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | IRS |
| 990-PF | June 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 27-0667297).
Questions about RONALD J YORK SCHOLARSHIP FUND
- What is the EIN of RONALD J YORK SCHOLARSHIP FUND?
- The employer identification number (EIN) of RONALD J YORK SCHOLARSHIP FUND is 27-0667297.
- Is RONALD J YORK SCHOLARSHIP FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to RONALD J YORK SCHOLARSHIP FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does RONALD J YORK SCHOLARSHIP FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of RONALD J YORK SCHOLARSHIP FUND due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did RONALD J YORK SCHOLARSHIP FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2026.
- Who are the officers and directors of RONALD J YORK SCHOLARSHIP FUND?
- The 990-PF for the year ended June 30, 2026 lists 1 person; 1 received compensation from the organization, the highest $36,600 (ADRIAN A OTTERMAN ESQ, TRUSTEE).
- How much revenue does RONALD J YORK SCHOLARSHIP FUND have?
- On its 990-PF for the year ended June 30, 2026 it reported revenue of $577,270, expenses of $642,459 and total assets of $3,432,505 at year end.
Other nonprofits in BARRE
- CENTRAL VERMONT ADULT BASIC EDUCATION INC EIN 03-0238309 · last filed 990 for 2025
- MONTESSORI SCHOOL OF CENTRAL VERMONT INC EIN 03-0225887 · last filed 990 for 2025
- SPAULDING HIGH SCHOOL SCHOLARSHIP TR EIN 47-6752253 · last filed 990 for 2025
- ALDRICH PUBLIC LIBRARY EIN 03-0179303 · last filed 990 for 2025
- NEW ENGLAND CENTER FOR ATTENTION AND LEARNING INC EIN 88-3145750 · last filed 990 for 2025
- ROSELLI FAM SCHOLARSHIP TR EIN 30-6151406 · last filed 990 for 2025
- STEPHEN MONTGOMERY SCHOLARSHIP FUND EIN 85-6775101 · last filed 990-PF for 2025
- BARRE EDUCATORS ASSOCIATION EIN 51-0612269 · last filed 990-N for 2024