Nonprofit · EIN 27-6794961
MARY ANN WALTERS SCHOLARSHIP FUNDS TR UW
Tax-exempt · ERIE, PA 16501
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-PF | $24,573 | $22,243 | $2,330 | $245,339 | $0 | $245,339 |
| August 31, 2024 | 990-PF | $127,391 | $17,239 | $110,152 | $241,375 | $0 | $241,375 |
Financial details: 990-PF for the year ended August 31, 2025
Revenue
- Dividends
- $8,515
- Net gain from sales of assets
- $16,058
Expenses
- Grants and similar amounts paid
- $15,628
- Compensation of officers, directors and key employees
- $4,337
- Disbursements for charitable purposes
- $17,796
- Excise tax on investment income
- $310
Balance sheet and other
- Total assets, start of year
- $241,375
- Total assets, end of year
- $245,339
- Total liabilities, end of year
- $0
- Net assets, end of year
- $245,339
- Fair market value of assets
- $285,331
- Qualifying distributions
- $17,796
- Net investment income
- $24,573
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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Northwest Bank 800 State Street STE 500, ERIE, PA 16501 | TRUSTEE | 1 | $4,337 |
990-PF for the year ended August 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Northwest Bank 800 State Street STE 500, ERIE, PA 16501 | TRUSTEE | 1 | $3,924 |
Address and contacts
- Address (IRS master file)
- 800 STATE ST STE 500, ERIE, PA 16501-1357
- In care of
- % NORTHWEST SAVINGS BANK
- Signed the 990-PF
- MICHAEL T PORSCH, DIVISIONAL VP
- Phone
- (814) 392-7815
- Return prepared by
- ERNST & YOUNG US LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990-PF on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-PF on file |
IRS record
- EIN
- 27-6794961
- 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
- 2011
- Accounting year ends
- August
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $245,339
- Income (IRS master file)
- $24,573
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | August 2025 | $24,573 | $22,243 | $245,339 | XML |
| 990-PF | August 2024 | $127,391 | $17,239 | $241,375 | XML |
| 990-PF | August 2023 | $8,467 | $15,040 | $131,184 | IRS |
| 990-PF | August 2022 | – | – | – | IRS |
| 990-PF | August 2021 | – | – | – | IRS |
| 990-PF | August 2019 | – | – | – | IRS |
| 990-PF | August 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 27-6794961).
Questions about MARY ANN WALTERS SCHOLARSHIP FUNDS TR UW
- What is the EIN of MARY ANN WALTERS SCHOLARSHIP FUNDS TR UW?
- The employer identification number (EIN) of MARY ANN WALTERS SCHOLARSHIP FUNDS TR UW is 27-6794961.
- Is MARY ANN WALTERS SCHOLARSHIP FUNDS TR UW tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to MARY ANN WALTERS SCHOLARSHIP FUNDS TR UW tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARY ANN WALTERS SCHOLARSHIP FUNDS TR UW file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARY ANN WALTERS SCHOLARSHIP FUNDS TR UW due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MARY ANN WALTERS SCHOLARSHIP FUNDS TR UW last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended August 2025.
- Who are the officers and directors of MARY ANN WALTERS SCHOLARSHIP FUNDS TR UW?
- The 990-PF for the year ended August 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $4,337 (Northwest Bank, TRUSTEE).
- How much revenue does MARY ANN WALTERS SCHOLARSHIP FUNDS TR UW have?
- On its 990-PF for the year ended August 31, 2025 it reported revenue of $24,573, expenses of $22,243 and total assets of $245,339 at year end.
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