Skip to main content

Nonprofit · EIN 82-2756858

DONALD & JOAN ZERBE SCHOLARSHIP FUND

Tax-exempt · POTTSVILLE, PA 17901

Financials

$2K$3K2023$2K$3K2024$3K$4K2025
Revenue Expenses · by fiscal year end
Financials of DONALD & JOAN ZERBE SCHOLARSHIP FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$2,611$3,648-$1,037$51,972$0$51,972
December 31, 2024990-PF$2,493$3,483-$990$50,652$0$50,652
December 31, 2023990-PF$1,671$3,441-$1,770$50,348$0$50,348
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$1,863
Net gain from sales of assets
$748

Expenses

Grants and similar amounts paid
$2,189
Compensation of officers, directors and key employees
$892
Disbursements for charitable purposes
$2,719
Excise tax on investment income
$36

Balance sheet and other

Total assets, start of year
$50,652
Total assets, end of year
$51,972
Total liabilities, end of year
$0
Net assets, end of year
$51,972
Fair market value of assets
$58,883
Qualifying distributions
$2,719
Net investment income
$2,611

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.

NameTitleHours / weekCompensation
MID PENN BANK
PO BOX 660, POTTSVILLE, PA 17901
TRUSTEE2$892
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
MID PENN BANK
PO BOX 660, POTTSVILLE, PA 17901
TRUSTEE2$900
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
MID PENN BANK
1504 ROUTE 61 SOUTH, POTTSVILLE, PA 17901
TRUSTEE2$900

Address and contacts

Address (IRS master file)
PO BOX 660, POTTSVILLE, PA 17901-0660
In care of
% TRUST DEPARTMENT
Signed the 990-PF
MID PENN BANK, TRUSTEE
Phone
(570) 516-8325
Return prepared by
MARSHALL BOHORAD THORNBURG PRICE&CAMPION

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
82-2756858
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
2018
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Education (B82)
Assets (IRS master file)
$51,972
Income (IRS master file)
$2,611

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$2,611$3,648$51,972IRS
990-PFDecember 2024$2,493$3,483$50,652IRS
990-PFDecember 2023$1,671$3,441$50,348XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 82-2756858).

Questions about DONALD & JOAN ZERBE SCHOLARSHIP FUND

What is the EIN of DONALD & JOAN ZERBE SCHOLARSHIP FUND?
The employer identification number (EIN) of DONALD & JOAN ZERBE SCHOLARSHIP FUND is 82-2756858.
Is DONALD & JOAN ZERBE SCHOLARSHIP FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
Are donations to DONALD & JOAN ZERBE SCHOLARSHIP FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does DONALD & JOAN ZERBE SCHOLARSHIP FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of DONALD & JOAN ZERBE 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 DONALD & JOAN ZERBE 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 DONALD & JOAN ZERBE SCHOLARSHIP FUND?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $892 (MID PENN BANK, TRUSTEE).
How much revenue does DONALD & JOAN ZERBE SCHOLARSHIP FUND have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,611, expenses of $3,648 and total assets of $51,972 at year end.

Other nonprofits in POTTSVILLE

All nonprofits in POTTSVILLE · Pennsylvania · Education