Nonprofit · EIN 46-1834275
WILLBERN HERITAGE SCHOLARSHIP FOUNDATION
Tax-exempt · BELLAIRE, TX 77402
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-EZ | $91,206 | $56,585 | $34,621 | $269,847 | $0 | $269,847 |
| June 30, 2025 | 990-EZ | $91,103 | $62,535 | $28,568 | $235,226 | $0 | $235,226 |
| June 30, 2024 | 990-EZ | $79,090 | $36,733 | $42,357 | $206,658 | – | $206,658 |
Financial details: 990-EZ for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $82,908
- Program service revenue
- $0
- Investment income
- $8,298
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $54,000
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Other expenses
- $2,585
Balance sheet and other
- Total assets, start of year
- $235,226
- Total assets, end of year
- $269,847
- Total liabilities, end of year
- $0
- Net assets, end of year
- $269,847
- Cash, savings and investments
- $269,847
- Gross receipts
- $91,206
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-EZ for the year ended June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Stephen Davis | President | 5 | $0 |
| Patti Davis | Treasurer | 5 | $0 |
| Scott Clymer | Secretary | 5 | $0 |
| Margaret Demoss | Director | 5 | $0 |
| Judy Harwell | Director | 5 | $0 |
| Lauren McDonald | Director | 5 | $0 |
| Hugh Sintic | Director | 5 | $0 |
| Kathleen Wiesenthal | Director | 5 | $0 |
| Craig Wooten | Vice President | 5 | $0 |
| Penny Bryant | Director | 5 | $0 |
990-EZ for the year ended June 30, 2025: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Davis Truran | President | 5 | $0 |
| Stephen Davis | Vice President | 5 | $0 |
| Patti Davis | Treasurer | 5 | $0 |
| Penny Bryant | Secretary | 5 | $0 |
| Margaret Demoss | Director | 5 | $0 |
| Judy Harwell | Director | 5 | $0 |
| Lauren McDonald | Director | 5 | $0 |
| Hugh Sintic | Director | 5 | $0 |
| Kathleen Wiesenthal | Director | 5 | $0 |
| Craig Wooten | Director | 5 | $0 |
990-EZ for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| David Truran | President | 5 | $0 |
| Patti Davis | Treasurer | 5 | $0 |
| Penny Bryant | Secretary | 5 | $0 |
| Steve Davis | Vice President | 5 | $0 |
| Margaret Demoss | Director | 5 | $0 |
| Judy Harwell | Director | 5 | $0 |
| Lauren McDonald | Director | 5 | $0 |
| Craig Wooten | Director | 5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1048, BELLAIRE, TX 77402-1048
- In care of
- % GBS INSURANCE AGENCY INC
- Mailing address (990-N for 2022)
- PO Box 1048, Bellaire TX 77402
- Principal officer (990-N for 2022)
- Patti Davis, PO Box 1048, Bellaire TX 77402
- Signed the 990-EZ
- Patti Davis, Treasurer
- Phone
- (713) 666-3601
- Website
- www.willbernscholarship.org
Mission
Provide college scholarships.
Program accomplishments
- Scholarships are awarded for $4,000 each effective Fall 2026 semester. $1,000 for the first 4 semesters of college if qualifications are met. Recipients have 2 years to utilize scholarship. 37 students benefitted from the scholarship program in 2025. Due to exceptional donations in the past couple of years, the scholarship was raised from $3,000 to $4,000 starting with the 2026 class. This program of extending to 4th semester will continue as long as funds permit.grants $54,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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-EZ on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 46-1834275
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2014
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B99)
- Assets (IRS master file)
- $269,847
- Income (IRS master file)
- $91,206
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2026 | $91,206 | $56,585 | $269,847 | XML |
| 990-EZ | June 2025 | $91,103 | $62,535 | $235,226 | XML |
| 990-EZ | June 2024 | $79,090 | $36,733 | $206,658 | XML |
| 990-N for 2022 Officer: Patti Davis | June 30, 2023 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2020 Officer: Patti Davis | June 30, 2021 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2019 Officer: Mike Livingston | June 30, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
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 46-1834275).
Questions about WILLBERN HERITAGE SCHOLARSHIP FOUNDATION
- What is the EIN of WILLBERN HERITAGE SCHOLARSHIP FOUNDATION?
- The employer identification number (EIN) of WILLBERN HERITAGE SCHOLARSHIP FOUNDATION is 46-1834275.
- Is WILLBERN HERITAGE SCHOLARSHIP FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to WILLBERN HERITAGE SCHOLARSHIP FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WILLBERN HERITAGE SCHOLARSHIP FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WILLBERN HERITAGE SCHOLARSHIP FOUNDATION 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 WILLBERN HERITAGE SCHOLARSHIP FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2026.
- Who is the principal officer of WILLBERN HERITAGE SCHOLARSHIP FOUNDATION?
- The 990-N for 2022 names Patti Davis.
- Who are the officers and directors of WILLBERN HERITAGE SCHOLARSHIP FOUNDATION?
- The 990-EZ for the year ended June 30, 2026 lists 10 people; 0 received compensation from the organization.
- How much revenue does WILLBERN HERITAGE SCHOLARSHIP FOUNDATION have?
- On its 990-EZ for the year ended June 30, 2026 it reported revenue of $91,206, expenses of $56,585 and total assets of $269,847 at year end.
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