Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 42-1368307

OSWALD AND SOPHIA BATHALTER SCHOLARSHIP TRUST

Also known as C-O DE WITT BANK & TRUST CO

Tax-exempt · DEWITT, IA 52742

Financials

$11K$14K2023$24K$19K2024$21K$20K2025
Revenue Expenses · by fiscal year end
Financials of OSWALD AND SOPHIA BATHALTER SCHOLARSHIP TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
March 31, 2026990-PF$21,266$20,351$915$239,659$0$239,659
March 31, 2025990-PF$24,127$18,536$5,591$238,744$0$238,744
March 31, 2024990-PF$10,767$13,839-$3,072$233,153$0$233,153
Financial details: 990-PF for the year ended March 31, 2026

Revenue

Dividends
$5,268
Interest
$2,405
Net gain from sales of assets
$13,593

Expenses

Grants and similar amounts paid
$14,000
Disbursements for charitable purposes
$17,089
Excise tax on investment income
$226

Balance sheet and other

Total assets, start of year
$238,744
Total assets, end of year
$239,659
Total liabilities, end of year
$0
Net assets, end of year
$239,659
Fair market value of assets
$331,169
Qualifying distributions
$17,089
Net investment income
$19,500

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.

NameTitleHours / weekCompensation
JEFFREY PETERS
815 6TH AVENUE, DEWITT, IA 52742
ASST TRUST O0$0
ANITA STOCKMAN
815 6TH AVENUE, DE WITT, IA 52742
TRUST ASSIST0$0
JODI CHASE
815 6TH AVENUE, DE WITT, IA 52742
TRUST ASSIST0$0
990-PF for the year ended March 31, 2025: 3 people
NameTitleHours / weekCompensation
JEFFREY PETERS
815 6TH AVENUE, DEWITT, IA 52742
ASST TRUST O0$0
ANITA STOCKMAN
815 6TH AVENUE, DE WITT, IA 52742
TRUST ASSIST0$0
JODI CHASE
815 6TH AVENUE, DE WITT, IA 52742
TRUST ASSIST0$0
990-PF for the year ended March 31, 2024: 3 people
NameTitleHours / weekCompensation
JEFFREY PETERS
815 6TH AVENUE, DEWITT, IA 52742
ASST TRUST O2$0
ANITA STOCKMAN
815 6TH AVENUE, DE WITT, IA 52742
TRUST ASSIST2$0
JODI CHASE
815 6TH AVENUE, DE WITT, IA 52742
TRUST ASSIST2$0

Address and contacts

Address (IRS master file)
PO BOX 260, DEWITT, IA 52742-0260
In care of
% DEWITT BANK & TRUST CO
Signed the 990-PF
JEFFREY PETERS, ASST TRUST OFFICER
Phone
(563) 659-3211
Return prepared by
DEWITT BANK AND TRUST CO

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 yearYear endedDueIRS public records
2025March 31, 2026August 17, 2026990-PF on file
2024March 31, 2025August 15, 2025990-PF on file
2023March 31, 2024August 15, 2024990-PF on file

IRS record

EIN
42-1368307
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
1991
Accounting year ends
March
Files
Form 990-PF
Assets (IRS master file)
$239,659
Income (IRS master file)
$37,500

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFMarch 2026$21,266$20,351$239,659IRS
990-PFMarch 2025$24,127$18,536$238,744XML
990-PFMarch 2024$10,767$13,839$233,153XML
990-PFMarch 2023–––IRS
990-PFMarch 2022–––IRS
990-PFMarch 2021–––IRS
990-PFMarch 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 42-1368307).

Questions about OSWALD AND SOPHIA BATHALTER SCHOLARSHIP TRUST

What is the EIN of OSWALD AND SOPHIA BATHALTER SCHOLARSHIP TRUST?
The employer identification number (EIN) of OSWALD AND SOPHIA BATHALTER SCHOLARSHIP TRUST is 42-1368307.
Is OSWALD AND SOPHIA BATHALTER SCHOLARSHIP TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
Are donations to OSWALD AND SOPHIA BATHALTER SCHOLARSHIP TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does OSWALD AND SOPHIA BATHALTER SCHOLARSHIP TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of OSWALD AND SOPHIA BATHALTER SCHOLARSHIP TRUST 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 OSWALD AND SOPHIA BATHALTER SCHOLARSHIP TRUST 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 OSWALD AND SOPHIA BATHALTER SCHOLARSHIP TRUST?
The 990-PF for the year ended March 31, 2026 lists 3 people; 0 received compensation from the organization.
How much revenue does OSWALD AND SOPHIA BATHALTER SCHOLARSHIP TRUST have?
On its 990-PF for the year ended March 31, 2026 it reported revenue of $21,266, expenses of $20,351 and total assets of $239,659 at year end.

Other nonprofits in DEWITT

All nonprofits in DEWITT · Iowa