Nonprofit · EIN 68-6121297
OATH & UNA LUCKY SCHOLARSHIP FUND
Also known as DEWEESE PERRY CO-TTEE
Tax-exempt · LAKEPORT, CA 95453
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $69,411 | $84,243 | -$14,832 | $1,091,033 | $0 | $1,091,033 |
| September 30, 2024 | 990-PF | $104,462 | $69,282 | $35,180 | $1,105,865 | $0 | $1,105,865 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $15,931
- Interest
- $315
- Net gain from sales of assets
- $40,176
- Other income
- $12,989
Expenses
- Grants and similar amounts paid
- $21,000
- Compensation of officers, directors and key employees
- $33,000
- Disbursements for charitable purposes
- $66,080
- Excise tax on investment income
- $808
Balance sheet and other
- Total assets, start of year
- $1,105,865
- Total assets, end of year
- $1,091,033
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,091,033
- Fair market value of assets
- $1,264,323
- Qualifying distributions
- $66,080
- Net investment income
- $69,411
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LAURETTA DEWEESE PO BOX 56, LAKEPORT, CA 95453 | TRUSTEE | 1 | $0 |
| MARY PAIVA PO BOX 56, LAKEPORT, CA 95453 | TRUSTEE | 1 | $0 |
990-PF for the year ended September 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LAURETTA DEWEESE PO BOX 56, LAKEPORT, CA 95453 | TRUSTEE | 1 | $0 |
| MARY PAIVA PO BOX 56, LAKEPORT, CA 95453 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 56, LAKEPORT, CA 95453-0056
- Signed the 990-PF
- MARY PAIVA, TRUSTEE
- Phone
- (707) 263-0627
- Return prepared by
- CAROL STEVENS CPA
California records
California keeps its own records of charities and corporations. Search them by EIN 68-6121297 or by the name OATH & UNA LUCKY 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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 68-6121297
- 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
- 1996
- Accounting year ends
- September
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T99Z)
- Assets (IRS master file)
- $1,091,033
- Income (IRS master file)
- $285,133
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $69,411 | $84,243 | $1,091,033 | XML |
| 990-PF | September 2024 | $104,462 | $69,282 | $1,105,865 | XML |
| 990-PF | September 2023 | – | – | – | IRS |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2019 | – | – | – | IRS |
| 990-PF | September 2018 | – | – | – | 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 68-6121297).
Questions about OATH & UNA LUCKY SCHOLARSHIP FUND
- What is the EIN of OATH & UNA LUCKY SCHOLARSHIP FUND?
- The employer identification number (EIN) of OATH & UNA LUCKY SCHOLARSHIP FUND is 68-6121297.
- Is OATH & UNA LUCKY SCHOLARSHIP FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to OATH & UNA LUCKY SCHOLARSHIP FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does OATH & UNA LUCKY SCHOLARSHIP FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of OATH & UNA LUCKY SCHOLARSHIP FUND due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OATH & UNA LUCKY SCHOLARSHIP FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of OATH & UNA LUCKY SCHOLARSHIP FUND?
- The 990-PF for the year ended September 30, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does OATH & UNA LUCKY SCHOLARSHIP FUND have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $69,411, expenses of $84,243 and total assets of $1,091,033 at year end.
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All nonprofits in LAKEPORT · California · Philanthropy, voluntarism and grantmaking foundations