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Nonprofit · EIN 84-5160885

JO ANN OBENSHAIN SCHOLARSHIP FUND

Tax-exempt · BAKERSFIELD, CA 93309

Financials

$11K$2K2023$15K$5K2024
Revenue Expenses · by fiscal year end
Financials of JO ANN OBENSHAIN SCHOLARSHIP FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$14,517$5,100$9,417$105,520$0$105,520
December 31, 2023990-PF$11,254$2,050$9,204$96,001$0$96,001
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$10,000
Dividends
$271
Interest
$4,246

Expenses

Grants and similar amounts paid
$5,000
Disbursements for charitable purposes
$5,000
Excise tax on investment income
$63

Balance sheet and other

Total assets, start of year
$96,001
Total assets, end of year
$105,520
Total liabilities, end of year
$0
Net assets, end of year
$105,520
Fair market value of assets
$105,520
Qualifying distributions
$5,000
Net investment income
$4,517

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
DEBRA YOUNG
5100 CALIFORNIA AVE SUITE 227, BAKERSFIELD, CA 93309
PRESIDENT0$0
DONALD CAROTHERS
5100 CALIFORNIA AVE SUITE 227, BAKERSFIELD, CA 93309
SECRETARY0$0
DOUGLAS CAROTHERS
5100 CALIFORNIA AVENUE SUITE 227, BAKERSFIELD, CA 93309
TREASURER0$0
ANN GRAY
5100 CALIFORNIA AVENUE SUITE 227, BAKERSFIELD, CA 93309
DIRECTOR0$0
KIMBERLY VALDEZ
4132 DEMAREE STREET SUITE B, VISALIA, CA 93277
DIRECTOR0$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
DEBRA YOUNG
5100 CALIFORNIA AVE SUITE 227, BAKERSFIELD, CA 93309
PRESIDENT0$0
DONALD CAROTHERS
5100 CALIFORNIA AVE SUITE 227, BAKERSFIELD, CA 93309
SECRETARY0$0
DOUGLAS CAROTHERS
5100 CALIFORNIA AVENUE SUITE 227, BAKERSFIELD, CA 93309
TREASURER0$0
ANN GRAY
5100 CALIFORNIA AVENUE SUITE 227, BAKERSFIELD, CA 93309
DIRECTOR0$0
CHRISTINA REYNOSO
4132 DEMAREE STREET SUITE B, VISALIA, CA 93277
DIRECTOR0$0

Address and contacts

Address (IRS master file)
5100 CALIFORNIA AVE STE 227, BAKERSFIELD, CA 93309-0718
Signed the 990-PF
DOUGLAS CAROTHERS, TREASURER
Phone
(661) 831-4676
Return prepared by
KEATHLEY MAXWELL & ANTONGIOVANNI LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 84-5160885 or by the name JO ANN OBENSHAIN SCHOLARSHIP FUND.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
84-5160885
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
2020
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Education (B82)
Assets (IRS master file)
$105,520
Income (IRS master file)
$14,517

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$14,517$5,100$105,520IRS
990-PFDecember 2023$11,254$2,050$96,001XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 84-5160885).

Questions about JO ANN OBENSHAIN SCHOLARSHIP FUND

What is the EIN of JO ANN OBENSHAIN SCHOLARSHIP FUND?
The employer identification number (EIN) of JO ANN OBENSHAIN SCHOLARSHIP FUND is 84-5160885.
Is JO ANN OBENSHAIN SCHOLARSHIP FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
Are donations to JO ANN OBENSHAIN SCHOLARSHIP FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JO ANN OBENSHAIN SCHOLARSHIP FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of JO ANN OBENSHAIN SCHOLARSHIP FUND due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JO ANN OBENSHAIN SCHOLARSHIP FUND last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of JO ANN OBENSHAIN SCHOLARSHIP FUND?
The 990-PF for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
How much revenue does JO ANN OBENSHAIN SCHOLARSHIP FUND have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $14,517, expenses of $5,100 and total assets of $105,520 at year end.

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