Oswald And Sophia Bathalter Scholarship Trust

C O De Witt Bank & Trust Co

Dewitt, IA
Tax-exempt since July 1991
EIN: 42-1368307

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$24.1k (2025)

Expenses

$18.5k (2025)

Total Assets

$239k (2025)

Total Liabilities

$0 (2025)

Source: Form 990 tax filings from 2012 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending March
2025

Revenue

$24,127

Expenses

$18,536

Net Income

$5,591

Net Assets

$238,744

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,410	10.0%
Dividends	$5,792	24.0%
Sales of Assets	$15,925	66.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$15,440	83.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$238,744
Total Liabilities	$0
Net Assets	$238,744

Compensation

Key Employees and Officers	Compensation	Other
Jeffrey Peters (Asst Trust O)	$0	$0
Anita Stockman (Trust Assist)	$0	$0
Jodi Chase (Trust Assist)	$0	$0

990-PF

Filed on July 29, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending March
2024

Revenue

$10,767

Expenses

$13,839

Net Income

-$3,072

Net Assets

$233,153

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,409	22.4%
Dividends	$5,999	55.7%
Sales of Assets	$2,235	20.8%
Other Income	$124	1.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,871	78.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$233,153
Total Liabilities	$0
Net Assets	$233,153

Compensation

Key Employees and Officers	Compensation	Other
Jeffrey Peters (Asst Trust O)	$0	$0
Anita Stockman (Trust Assist)	$0	$0
Jodi Chase (Trust Assist)	$0	$0

990-PF

Filed on June 25, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending March
2023

Revenue

$12,055

Expenses

$16,524

Net Income

-$4,469

Net Assets

$236,226

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,437	20.2%
Dividends	$5,283	43.8%
Sales of Assets	$4,326	35.9%
Other Income	$9	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,102	79.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$236,226
Total Liabilities	$0
Net Assets	$236,226

Compensation

Key Employees and Officers	Compensation	Other
Jeffrey Peters (Asst Trust O)	$0	$0
Christy Kunz (Corporate Ex)	$0	$0
Jill Selby (Retired Payr)	$0	$0
Ruth Fatchett (Retired Libr)	$0	$0
Andrew Foss (Pastor)	$0	$0
Penny Hetrick (Retired Scho)	$0	$0

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990-PF

Filed on May 5, 2023

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Fiscal Year Ending March
2022

Revenue

$17,669

Expenses

$15,713

Net Income

$1,956

Net Assets

$240,720

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,157	12.2%
Dividends	$4,821	27.3%
Sales of Assets	$10,302	58.3%
Other Income	$389	2.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,485	79.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$240,720
Total Liabilities	$0
Net Assets	$240,720

Compensation

Key Employees and Officers	Compensation	Other
Roger J Hill (Sr Vp & Trus)	$0	$0
Christy Kunz (Corporate Ex)	$0	$0
Jill Selby (Retired Payr)	$0	$0
Ruth Fatchett (Retired Libr)	$0	$0
Andrew Foss (Pastor)	$0	$0
Penny Hetrick (Retired Scho)	$0	$0

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990-PF

Filed on May 19, 2022

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Fiscal Year Ending March
2021

Revenue

$15,185

Expenses

$15,041

Net Income

$144

Net Assets

$238,617

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,157	14.2%
Dividends	$5,327	35.1%
Sales of Assets	$7,701	50.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$11,870	78.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$238,618
Total Liabilities	$1
Net Assets	$238,617

Compensation

Key Employees and Officers	Compensation	Other
Roger J Hill (Sr Vp & Trus)	$0	$0
Tina Holst (Invest Sec'y)	$0	$0
Mike Barnes (Retired)	$0	$0
Cathy Morel (Retired)	$0	$0
Christy Kunz (Corporate Ex)	$0	$0

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990-PF

Filed on June 4, 2021

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Fiscal Year Ending March
2020

Revenue

$14,108

Expenses

$14,639

Net Income

-$531

Net Assets

$238,483

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,258	16.0%
Dividends	$5,884	41.7%
Sales of Assets	$5,966	42.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,140	82.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$238,484
Total Liabilities	$1
Net Assets	$238,483

Compensation

Key Employees and Officers	Compensation	Other
Roger J Hill (Sr Vp & Trus)	$0	$0
Tina Holst (Invest Sec'y)	$0	$0
M Barbara Philbert (College Inst)	$0	$0
Mike Barnes (Retired)	$0	$0
Cathy Morel (Retired)	$0	$0

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990-PF

Filed on May 22, 2020

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Fiscal Year Ending March
2019

Revenue

$19,762

Expenses

$20,595

Net Income

-$833

Net Assets

$239,015

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,379	12.0%
Dividends	$8,291	42.0%
Sales of Assets	$9,092	46.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,756	86.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$239,015
Total Liabilities	$0
Net Assets	$239,015

Compensation

Key Employees and Officers	Compensation	Other
Roger J Hill (Sr Vp & Trus)	$0	$0
Tina Holst (Invest Sec'y)	$0	$0
M Barbara Philbert (College Inst)	$0	$0
Mike Barnes (Retired)	$0	$0
Cathy Morel (Retired)	$0	$0

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990-PF

Filed on June 4, 2019

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Fiscal Year Ending March
2018

Revenue

$17,965

Expenses

$23,749

Net Income

-$5,784

Net Assets

$239,847

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,197	12.2%
Dividends	$6,344	35.3%
Sales of Assets	$9,305	51.8%
Other Income	$119	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,731	83.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$239,847
Total Liabilities	$0
Net Assets	$239,847

Compensation

Key Employees and Officers	Compensation	Other
Roger J Hill (Sr Vp & Trus)	$0	$0
Tina Holst (Invest Sec'y)	$0	$0
M Barbara Philbert (College Inst)	$0	$0
Mike Barnes (Retired)	$0	$0
Cathy Morel (Retired)	$0	$0

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990-PF

Filed on July 26, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending March
2017

Revenue

$26,755

Expenses

$17,769

Net Income

$8,986

Net Assets

$245,630

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,602	13.5%
Dividends	$5,520	20.6%
Sales of Assets	$17,313	64.7%
Other Income	$320	1.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$15,311	86.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$245,630
Total Liabilities	$0
Net Assets	$245,630

Compensation

Key Employees and Officers	Compensation	Other
Roger J Hill (Sr Vp & Trus)	$0	$0
Tina Holst (Invest Sec'y)	$0	$0
M Barbara Philbert (College Inst)	$0	$0
Mike Barnes (Store Manage)	$0	$0
Cathy Morel (Retired)	$0	$0

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990-PF

Filed on July 3, 2017

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Fiscal Year Ending March
2016

Revenue

$14,800

Expenses

$21,002

Net Income

-$6,202

Net Assets

$236,644

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,547	24.0%
Dividends	$2,988	20.2%
Sales of Assets	$8,265	55.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,148	86.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$236,644
Total Liabilities	$0
Net Assets	$236,644

Compensation

Key Employees and Officers	Compensation	Other
Roger J Hill (Sr Vp & Trus)	$0	$0
Tina Holst (Invest Sec'y)	$0	$0
M Barbara Philbert (College Inst)	$0	$0
Joel Dieckmann (Loan Officer)	$0	$0
Kathy Morel (Retired)	$0	$0

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990-PF

Filed on June 21, 2016

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Fiscal Year Ending March
2015

Revenue

$12,207

Expenses

$21,628

Net Income

-$9,421

Net Assets

$242,846

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,724	30.5%
Dividends	$5,232	42.9%
Sales of Assets	$3,251	26.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,645	86.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$242,846
Total Liabilities	$0
Net Assets	$242,846

Compensation

Key Employees and Officers	Compensation	Other
Dan Petersen (Superintende)	$0	$0
Roger J Hill (Sr Vp & Trus)	$0	$0
Tina Holst (Invest Sec'y)	$0	$0
Barb Philbert (College Inst)	$0	$0

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990-PF

Filed on June 24, 2015

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Fiscal Year Ending March
2014

Revenue

$11,331

Expenses

$20,666

Net Income

-$9,335

Net Assets

$252,267

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,725	32.9%
Dividends	$3,980	35.1%
Sales of Assets	$3,545	31.3%
Other Income	$81	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,945	86.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$252,267
Total Liabilities	$0
Net Assets	$252,267

Compensation

Key Employees and Officers	Compensation	Other
Dan Petersen (Superintende)	$0	$0
Roger J Hill (Sr Vp & Trus)	$0	$0
Tina Holst (Invest Sec'y)	$0	$0
Barb Philbert (College Inst)	$0	$0

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990-PF

Filed on May 9, 2014

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Fiscal Year Ending March
2013

Revenue

$8,624

Expenses

$20,667

Net Income

-$12,043

Net Assets

$261,602

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,476	51.9%
Dividends	$2,528	29.3%
Sales of Assets	$1,475	17.1%
Other Income	$145	1.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$15,475	74.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$261,603
Total Liabilities	$1
Net Assets	$261,602

990-PF

Filed on Jan. 10, 2014

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Fiscal Year Ending March
2012

Revenue

$7,517

Expenses

$12,836

Net Income

-$5,319

Net Assets

$273,645

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,447	59.2%
Dividends	$2,158	28.7%
Sales of Assets	$640	8.5%
Other Income	$272	3.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,438	96.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$273,646
Total Liabilities	$1
Net Assets	$273,645

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Updated January 26, 2026

Oswald And Sophia Bathalter Scholarship Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $24.1k (2025)

Expenses $18.5k (2025)

Total Assets $239k (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending March 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$24.1k (2025)

Expenses

$18.5k (2025)

Total Assets

$239k (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending March
2025

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2024

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2023

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2022

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2021

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2020

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2019

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2018

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2017

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2016

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2015

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2014

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2013

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2012

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2011

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2010

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2008

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2007

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2002