Nonprofit · EIN 68-6085994
DEWEY & IRENE BALDOCCHI SCHOLARSHIP FUND FOR HIGHER EDUCATION TRUST
Also known as BALDOCCHI A J & D PEARCE CO-TTEES
Tax-exempt · SANTA ROSA, CA 95403
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $168,927 | $64,672 | $104,255 | $1,711,669 | $0 | $1,711,669 |
| December 31, 2024 | 990 | $91,922 | $76,388 | $15,534 | $1,664,889 | $0 | $1,664,889 |
| December 31, 2023 | 990 | $56,304 | $75,573 | -$19,269 | $1,563,411 | $0 | $1,563,411 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $168,927
- Net gain from sales of assets
- $139,038
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $52,000
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $900
- Program services (functional)
- $52,000
- Management and general (functional)
- $12,672
Balance sheet and other
- Total assets, start of year
- $1,664,889
- Total assets, end of year
- $1,711,669
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,711,669
- Publicly traded securities
- $1,457,197
- Net assets with donor restrictions
- $1,711,669
- Gross receipts
- $484,088
- Employees
- 0
- Year formed
- 1981
- State of legal domicile
- CA
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 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSEPH OBERTING | Trustee Trustee or director | 1 | $0 |
| MARTIN MCCORMICK | Trustee Trustee or director | 1 | $0 |
| DAN GALVIN | Trustee Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DEACON JOE OBERTING | Trustee Trustee or director | 1 | $0 |
| MARTIN MCCORMICK | Trustee Trustee or director | 1 | $0 |
| DAN GALVIN | Trustee Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DEACON JOE OBERTING | Trustee Trustee or director | 1 | $0 |
| MARTIN MCCORMICK | Trustee Trustee or director | 1 | $0 |
| DAN GALVIN | Trustee Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 985 AIRWAY CT, SANTA ROSA, CA 95403-2048
- In care of
- % WILLARD JOHNSTON CPA
- Principal officer (990 for 2025)
- JOSEPH OBERTING, 985 AIRWAY COURT, SANTA ROSA, CA 95403
- Signed the 990
- JOSEPH OBERTING, Trustee
- Phone
- (707) 566-3329
- Return prepared by
- Boden Klein & Sneesby A Professional Corp
California records
California keeps its own records of charities and corporations. Search them by EIN 68-6085994 or by the name DEWEY & IRENE BALDOCCHI SCHOLARSHIP FUND FOR HIGHER EDUCATION TRUST.
- 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)
Mission
MANAGE ENDOWMENT SCHOLARSHIP FUNDS AND DISBURSE IN ACCORDANCE WITH THE WISHES OF THE DONOR.
Program accomplishments
- FUNDS PROVIDED FOR HIGHER EDUCATION SCHOLARSHIPS FOR GRADUATES OF CARDINAL NEWMAN HIGH SCHOOL. SCHOLARSHIPS BASED ON 2025 RESULTS AND WILL BE DISTRIBUTED IN 2026Expenses $52,000 · grants $52,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 68-6085994
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1994
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,711,669
- Income (IRS master file)
- $484,088
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $168,927 | $64,672 | $1,711,669 | IRS |
| 990 | December 2024 | $91,922 | $76,388 | $1,664,889 | XML |
| 990 | December 2023 | $56,304 | $75,573 | $1,563,411 | XML |
| 990 | December 2022 | $54,262 | $88,016 | $1,451,144 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 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 68-6085994).
Questions about DEWEY & IRENE BALDOCCHI SCHOLARSHIP FUND FOR HIGHER EDUCATION TRUST
- What is the EIN of DEWEY & IRENE BALDOCCHI SCHOLARSHIP FUND FOR HIGHER EDUCATION TRUST?
- The employer identification number (EIN) of DEWEY & IRENE BALDOCCHI SCHOLARSHIP FUND FOR HIGHER EDUCATION TRUST is 68-6085994.
- Is DEWEY & IRENE BALDOCCHI SCHOLARSHIP FUND FOR HIGHER EDUCATION TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to DEWEY & IRENE BALDOCCHI SCHOLARSHIP FUND FOR HIGHER EDUCATION TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does DEWEY & IRENE BALDOCCHI SCHOLARSHIP FUND FOR HIGHER EDUCATION TRUST file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of DEWEY & IRENE BALDOCCHI SCHOLARSHIP FUND FOR HIGHER EDUCATION TRUST 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 DEWEY & IRENE BALDOCCHI SCHOLARSHIP FUND FOR HIGHER EDUCATION TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of DEWEY & IRENE BALDOCCHI SCHOLARSHIP FUND FOR HIGHER EDUCATION TRUST?
- The 990 for the year ended December 31, 2025 names JOSEPH OBERTING.
- Who are the officers and directors of DEWEY & IRENE BALDOCCHI SCHOLARSHIP FUND FOR HIGHER EDUCATION TRUST?
- The 990 for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does DEWEY & IRENE BALDOCCHI SCHOLARSHIP FUND FOR HIGHER EDUCATION TRUST have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $168,927, expenses of $64,672 and total assets of $1,711,669 at year end.
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