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Nonprofit · EIN 35-6238626

JULIA S OBERDORFER SCHOLARSHIP TR FUND

Tax-exempt · GREENFIELD, IN 46140

Financials

$17K$28K2023$16K$29K2024$18K$29K2025
Revenue Expenses · by fiscal year end
Financials of JULIA S OBERDORFER SCHOLARSHIP TR FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$17,879$29,353-$11,474$246,506$0$246,506
December 31, 2024990-PF$15,743$29,467-$13,724$256,786$0$256,786
December 31, 2023990-PF$16,553$28,367-$11,814$271,835$0$271,835
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$5,826
Interest
$3,822
Net gain from sales of assets
$8,231

Expenses

Grants and similar amounts paid
$24,000
Compensation of officers, directors and key employees
$4,184
Disbursements for charitable purposes
$26,510
Excise tax on investment income
$201

Balance sheet and other

Total assets, start of year
$256,786
Total assets, end of year
$246,506
Total liabilities, end of year
$0
Net assets, end of year
$246,506
Fair market value of assets
$436,783
Qualifying distributions
$26,510
Net investment income
$16,283

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.

NameTitleHours / weekCompensation
GREENFIELD BANKING COMPANY
1920 N STATE ST, GREENFIELD, IN 46140
TRUSTEE1$4,184
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
GREENFIELD BANKING COMPANY
1920 N STATE ST, GREENFIELD, IN 46140
SUCCESSOR TRUSTEE2$3,623
CITIZENS STATE BANK
1238 BROAD ST, NEW CASTLE, IN 47362
PRIOR TRUSTEE2$1,019
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
CITIZENS STATE BANK
1238 BROAD ST, NEW CASTLE, IN 47362
TRUSTEE2$3,957
JAMES MILLIKAN
1238 BROAD ST, NEW CASTLE, IN 47362
DIRECTOR0$0
MARY BETH TAYLOR
1238 BROAD ST, NEW CASTLE, IN 47362
DIRECTOR0$0

Address and contacts

Address (IRS master file)
1920 N STATE ST, GREENFIELD, IN 46140-1088
In care of
% CITIZENS STATE BANK
Signed the 990-PF
GREENFIELD BANKING COMPANY, TRUSTEE
Phone
(317) 477-7045
Return prepared by
KEMPER CPA GROUP 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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
35-6238626
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
1988
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Education (B82)
Assets (IRS master file)
$246,506
Income (IRS master file)
$32,879

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$17,879$29,353$246,506IRS
990-PFDecember 2024$15,743$29,467$256,786IRS
990-PFDecember 2023$16,553$28,367$271,835XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 35-6238626).

Questions about JULIA S OBERDORFER SCHOLARSHIP TR FUND

What is the EIN of JULIA S OBERDORFER SCHOLARSHIP TR FUND?
The employer identification number (EIN) of JULIA S OBERDORFER SCHOLARSHIP TR FUND is 35-6238626.
Is JULIA S OBERDORFER SCHOLARSHIP TR FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
Are donations to JULIA S OBERDORFER SCHOLARSHIP TR FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JULIA S OBERDORFER SCHOLARSHIP TR FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of JULIA S OBERDORFER SCHOLARSHIP TR FUND due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JULIA S OBERDORFER SCHOLARSHIP TR 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 JULIA S OBERDORFER SCHOLARSHIP TR FUND?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $4,184 (GREENFIELD BANKING COMPANY, TRUSTEE).
How much revenue does JULIA S OBERDORFER SCHOLARSHIP TR FUND have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $17,879, expenses of $29,353 and total assets of $246,506 at year end.

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