Nonprofit · EIN 85-6775101
STEPHEN MONTGOMERY SCHOLARSHIP FUND
Also known as ADRIAN OTTERMAN TTEE
Tax-exempt · BARRE, VT 05641
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $60,992 | $77,227 | -$16,235 | $1,266,778 | $0 | $1,266,778 |
| December 31, 2024 | 990-PF | $93,308 | $36,261 | $57,047 | $1,283,013 | $0 | $1,283,013 |
| December 31, 2023 | 990-PF (amended) | $937,744 | $20,947 | $916,797 | $1,225,966 | $0 | $1,225,966 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $7,157
- Dividends
- $35,717
- Interest
- $306
- Net gain from sales of assets
- $17,812
Expenses
- Grants and similar amounts paid
- $61,000
- Disbursements for charitable purposes
- $71,354
- Excise tax on investment income
- $667
Balance sheet and other
- Total assets, start of year
- $1,283,013
- Total assets, end of year
- $1,266,778
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,266,778
- Fair market value of assets
- $1,190,079
- Qualifying distributions
- $71,354
- Net investment income
- $53,835
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 |
|---|---|---|---|
| ADRIAN OTTERMAN PO BOX 473, BARRE, VT 05641 | TRUSTEE | 2.5 | $12,618 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ADRIAN OTTERMAN PO BOX 473, BARRE, VT 05641 | TRUSTEE | 2.5 | $11,822 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ADRIAN OTTERMAN PO BOX 473, BARRE, VT 05641 | TRUSTEE | 2.5 | $8,656 |
Address and contacts
- Address (IRS master file)
- PO BOX 473, BARRE, VT 05641-0473
- In care of
- % ADRIAN A OTTERMAN
- Signed the 990-PF
- ADRIAN OTTERMAN, TRUSTEE
- Phone
- (802) 479-2552
- Return prepared by
- Salvador and Babic PC
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
- 85-6775101
- 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
- 2022
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $1,266,778
- Income (IRS master file)
- $60,992
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $60,992 | $77,227 | $1,266,778 | IRS |
| 990-PF | December 2024 | $93,308 | $36,261 | $1,283,013 | IRS |
| 990-PF | December 2023 | $867,213 | $20,947 | $1,225,966 | XML |
| 990-PF | December 2022 | – | – | – | 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 85-6775101).
Questions about STEPHEN MONTGOMERY SCHOLARSHIP FUND
- What is the EIN of STEPHEN MONTGOMERY SCHOLARSHIP FUND?
- The employer identification number (EIN) of STEPHEN MONTGOMERY SCHOLARSHIP FUND is 85-6775101.
- Is STEPHEN MONTGOMERY SCHOLARSHIP FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to STEPHEN MONTGOMERY SCHOLARSHIP FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does STEPHEN MONTGOMERY SCHOLARSHIP FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of STEPHEN MONTGOMERY 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 STEPHEN MONTGOMERY 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 STEPHEN MONTGOMERY SCHOLARSHIP FUND?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $12,618 (ADRIAN OTTERMAN, TRUSTEE).
- How much revenue does STEPHEN MONTGOMERY SCHOLARSHIP FUND have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $60,992, expenses of $77,227 and total assets of $1,266,778 at year end.
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