Nonprofit · EIN 59-6833432
RICHARD F OTT SCHOLARSHIP FOUNDATION
Tax-exempt · BIRMINGHAM, AL 35202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990-PF | $118,481 | $94,657 | $23,824 | $1,139,496 | $0 | $1,139,496 |
| October 31, 2024 | 990-PF (amended) | $103,081 | $108,186 | -$5,105 | $1,115,914 | $0 | $1,115,914 |
| October 31, 2023 | 990-PF | $94,549 | $92,091 | $2,458 | $1,107,935 | $0 | $1,107,935 |
Financial details: 990-PF for the year ended October 31, 2025
Revenue
- Dividends
- $42,600
- Net gain from sales of assets
- $75,881
Expenses
- Grants and similar amounts paid
- $57,605
- Compensation of officers, directors and key employees
- $34,626
- Disbursements for charitable purposes
- $65,530
- Excise tax on investment income
- $1,258
Balance sheet and other
- Total assets, start of year
- $1,115,914
- Total assets, end of year
- $1,139,496
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,139,496
- Fair market value of assets
- $1,410,979
- Qualifying distributions
- $65,530
- Net investment income
- $118,481
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 October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK TRUST DEPARTMENT 250 RIVERCHASE PARKWAY EAST, BIRMINGHAM, AL 35244 | CO-TRUSTEE | 1 | $19,326 |
| ANNE GOZA FOLSOM 754 DUPARC CIRCLE, TALLAHASSEE, FL 32312 | CO-TRUSTEE | 1 | $15,300 |
990-PF for the year ended October 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK TRUST DEPARTMENT 250 RIVERCHASE PARKWAY EAST, BIRMINGHAM, AL 35244 | CO-TRUSTEE | 1 | $34,124 |
| ANNE GOZA FOLSOM 754 DUPARC CIRCLE, TALLAHASSEE, FL 32312 | CO-TRUSTEE | 1 | $0 |
990-PF for the year ended October 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANNE GOZA FOLSOM 754 DUPARC CIRCLE, TALLAHASSEE, FL 32312 | CO-TRUSTEE | 1 | $17,850 |
| REGIONS BANK TRUST DEPARTMENT 250 RIVERCHASE PARKWAY EAST, BIRMINGHAM, AL 35244 | CO-TRUSTEE | 1 | $15,605 |
Address and contacts
- Address (IRS master file)
- PO BOX 11647, BIRMINGHAM, AL 35202-1647
- In care of
- % ANNE GOZA FOLSOM & REGI BNK TTEE
- 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 October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | October 31, 2026 | March 15, 2027 | Not due yet |
| 2024 | October 31, 2025 | March 16, 2026 | 990-PF on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990-PF on file |
IRS record
- EIN
- 59-6833432
- 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
- 1987
- Accounting year ends
- October
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,139,496
- Income (IRS master file)
- $205,741
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | October 2025 | $118,481 | $94,657 | $1,139,496 | XML |
| 990-PF | October 2024 | $103,081 | $108,186 | $1,115,914 | XML |
| 990-PF | October 2023 | $94,549 | $92,091 | $1,107,935 | XML |
| 990-PF | October 2022 | – | – | – | IRS |
| 990-PF | October 2021 | – | – | – | IRS |
| 990-PF | October 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 59-6833432).
Questions about RICHARD F OTT SCHOLARSHIP FOUNDATION
- What is the EIN of RICHARD F OTT SCHOLARSHIP FOUNDATION?
- The employer identification number (EIN) of RICHARD F OTT SCHOLARSHIP FOUNDATION is 59-6833432.
- Is RICHARD F OTT SCHOLARSHIP FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
- Are donations to RICHARD F OTT SCHOLARSHIP FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does RICHARD F OTT SCHOLARSHIP FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of RICHARD F OTT SCHOLARSHIP FOUNDATION due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did RICHARD F OTT SCHOLARSHIP FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended October 2025.
- Who are the officers and directors of RICHARD F OTT SCHOLARSHIP FOUNDATION?
- The 990-PF for the year ended October 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $19,326 (REGIONS BANK TRUST DEPARTMENT, CO-TRUSTEE).
- How much revenue does RICHARD F OTT SCHOLARSHIP FOUNDATION have?
- On its 990-PF for the year ended October 31, 2025 it reported revenue of $118,481, expenses of $94,657 and total assets of $1,139,496 at year end.
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