Nonprofit · EIN 35-2033167
KEITH & MILDRED OTTERMAN SCHOLARSHIP FUND
Tax-exempt · BIRMINGHAM, AL 35202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990-PF | $44,204 | $36,660 | $7,544 | $660,160 | $0 | $660,160 |
| May 31, 2024 | 990-PF | $56,940 | $33,546 | $23,394 | $652,678 | $0 | $652,678 |
Financial details: 990-PF for the year ended May 31, 2025
Revenue
- Dividends
- $19,498
- Net gain from sales of assets
- $24,706
Expenses
- Grants and similar amounts paid
- $28,893
- Compensation of officers, directors and key employees
- $5,170
- Disbursements for charitable purposes
- $30,927
- Excise tax on investment income
- $553
Balance sheet and other
- Total assets, start of year
- $652,678
- Total assets, end of year
- $660,160
- Total liabilities, end of year
- $0
- Net assets, end of year
- $660,160
- Fair market value of assets
- $786,598
- Qualifying distributions
- $30,927
- Net investment income
- $44,204
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 May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK 250 RIVERCHASE PARKWAY EAST, BIRMINGHAM, AL 35244 | TRUSTEE | 1 | $5,170 |
990-PF for the year ended May 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK 250 RIVERCHASE PARKWAY EAST, BIRMINGHAM, AL 35244 | TRUSTEE | 1 | $5,083 |
Address and contacts
- Address (IRS master file)
- PO BOX 11647, BIRMINGHAM, AL 35202-1647
- In care of
- % REGIONS BANK
- Signed the 990-PF
- REGIONS BANK TRUSTEE, TRUST OFFICER
- Phone
- (205) 820-3141
- Return prepared by
- PWC US TAX 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 May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990-PF on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990-PF on file |
IRS record
- EIN
- 35-2033167
- 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
- 1998
- Accounting year ends
- May
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $660,160
- Income (IRS master file)
- $82,116
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | May 2025 | $44,204 | $36,660 | $660,160 | XML |
| 990-PF | May 2024 | $56,940 | $33,546 | $652,678 | XML |
| 990-PF | May 2023 | – | – | – | IRS |
| 990-PF | May 2022 | – | – | – | IRS |
| 990-PF | May 2021 | – | – | – | IRS |
| 990-PF | May 2019 | – | – | – | 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 35-2033167).
Questions about KEITH & MILDRED OTTERMAN SCHOLARSHIP FUND
- What is the EIN of KEITH & MILDRED OTTERMAN SCHOLARSHIP FUND?
- The employer identification number (EIN) of KEITH & MILDRED OTTERMAN SCHOLARSHIP FUND is 35-2033167.
- Is KEITH & MILDRED OTTERMAN SCHOLARSHIP FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to KEITH & MILDRED OTTERMAN SCHOLARSHIP FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does KEITH & MILDRED OTTERMAN SCHOLARSHIP FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of KEITH & MILDRED OTTERMAN SCHOLARSHIP FUND due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did KEITH & MILDRED OTTERMAN SCHOLARSHIP FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended May 2025.
- Who are the officers and directors of KEITH & MILDRED OTTERMAN SCHOLARSHIP FUND?
- The 990-PF for the year ended May 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $5,170 (REGIONS BANK, TRUSTEE).
- How much revenue does KEITH & MILDRED OTTERMAN SCHOLARSHIP FUND have?
- On its 990-PF for the year ended May 31, 2025 it reported revenue of $44,204, expenses of $36,660 and total assets of $660,160 at year end.
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