Nonprofit · EIN 68-0264134
WALTER W & KATHLEEN WARD SCHOLARSHIP FUND
Tax-exempt · SANTA ROSA, CA 95402
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $37,880 | $62,887 | -$25,007 | $416,175 | $0 | $416,175 |
| December 31, 2024 | 990-PF | $34,634 | $61,392 | -$26,758 | $440,776 | $0 | $440,776 |
| December 31, 2023 | 990-PF | $38,216 | $53,957 | -$15,741 | $467,594 | $0 | $467,594 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $21,689
- Net gain from sales of assets
- $15,997
- Other income
- $194
Expenses
- Grants and similar amounts paid
- $50,746
- Compensation of officers, directors and key employees
- $8,941
- Disbursements for charitable purposes
- $51,717
- Excise tax on investment income
- $395
Balance sheet and other
- Total assets, start of year
- $440,776
- Total assets, end of year
- $416,175
- Total liabilities, end of year
- $0
- Net assets, end of year
- $416,175
- Fair market value of assets
- $816,321
- Qualifying distributions
- $51,717
- Net investment income
- $37,880
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 |
|---|---|---|---|
| EXCHANGE BANK PO BOX 208, SANTA ROSA, CA 95402 | CORP TRUSTEE | 1 | $8,941 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EXCHANGE BANK PO BOX 208, SANTA ROSA, CA 95402 | CORP TRUSTEE | 1 | $8,749 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EXCHANGE BANK PO BOX 208, SANTA ROSA, CA 95402 | CORP TRUSTEE | 1 | $8,155 |
Address and contacts
- Address (IRS master file)
- PO BOX 208, SANTA ROSA, CA 95402-0208
- In care of
- % EXCHANGE BANK
- Signed the 990-PF
- JOHN E MACKEY, TRUSTEE
- Phone
- (707) 524-3142
- Return prepared by
- ERNST & YOUNG LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 68-0264134 or by the name WALTER W & KATHLEEN WARD SCHOLARSHIP FUND.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 68-0264134
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $416,175
- Income (IRS master file)
- $182,933
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $37,880 | $62,887 | $416,175 | IRS |
| 990-PF | December 2024 | $34,634 | $61,392 | $440,776 | IRS |
| 990-PF | December 2023 | $38,216 | $53,957 | $467,594 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 68-0264134).
Questions about WALTER W & KATHLEEN WARD SCHOLARSHIP FUND
- What is the EIN of WALTER W & KATHLEEN WARD SCHOLARSHIP FUND?
- The employer identification number (EIN) of WALTER W & KATHLEEN WARD SCHOLARSHIP FUND is 68-0264134.
- Is WALTER W & KATHLEEN WARD SCHOLARSHIP FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does WALTER W & KATHLEEN WARD SCHOLARSHIP FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WALTER W & KATHLEEN WARD SCHOLARSHIP 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 WALTER W & KATHLEEN WARD 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 WALTER W & KATHLEEN WARD SCHOLARSHIP FUND?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $8,941 (EXCHANGE BANK, CORP TRUSTEE).
- How much revenue does WALTER W & KATHLEEN WARD SCHOLARSHIP FUND have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $37,880, expenses of $62,887 and total assets of $416,175 at year end.
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