Donald W & Joan K Zerbe Scholarship Fund

Private foundation · Grantmaker Pottsville, PA EIN: 82-2756858

Donald W & Joan K Zerbe Scholarship Fund is a private foundation focused on Education, based in Pottsville, PA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $52K in total assets. In 2025, it awarded 1 grant totaling $2K. Net investment income was $3K.

Key facts about Donald W & Joan K Zerbe Scholarship Fund

In short: Donald W & Joan K Zerbe Scholarship Fund gave $2K across 1 grant in 2025 (avg $2K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.

EIN
82-2756858
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$2,189
Grants made (2025)
1
Average grant
$2,189
Median grant
$2,189
Total assets
$51,972
Primary geography
Pennsylvania (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated October 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$52K

+2.6% YoY

Annual Giving

$2K

+7.6% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$2K

+7.6% YoY

Under IRS private-foundation payout rules, Donald W & Joan K Zerbe Scholarship Fund reported a distributable amount of $3K for 2025 — the minimum it must pay out in qualifying distributions.

How Donald W & Joan K Zerbe Scholarship Fund gives

  • Giving held roughly steady from 2022 to 2025 (+9%). Method
  • In 2025 it paid out 97% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2025 grant dollars on its one itemized grant.

States

Cities

DalmatiaDornsifeHerndonSunburyTrevorton

Giving Over Time

Total grant dollars and number of grants per year

$0$1K$2K$3K2 grants2019 1 grant2020 1 grant2021 2 grants2022 1 grant2023 1 grant2024 1 grant2025

From 2019 to 2025, annual grant giving ranged from $2K (2021) to $2K (2025). In 2025 it made 1 grant totaling $2K.

Grant Insights

How this funder distributes its grants

Grant Size Distribution

6 grants across all recorded years

6<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 6 grants of 6 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
1 individual scholarship Recipients not named —$2,189

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2K$4K$6K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$51,972$50,652$50,348
Revenue$2,611$2,493$1,671
Expenses$3,648$3,483$3,441
Qualifying Distributions$2,719$2,560$2,525
Net Investment Income$2,608$2,470$1,655
Distributable Amount$2,806$2,716$2,564

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 7, 2025)
  2. Updated Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
  3. Updated Form 990-PF for fiscal year 2019 (received by the IRS April 29, 2020)
  4. Updated Form 990-PF for fiscal year 2020 (received by the IRS May 10, 2021)
  5. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 16, 2022)
  6. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 8, 2023)
  7. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 6, 2024)

Leadership & Key People

Officers and directors from IRS filings

Donald W & Joan K Zerbe Scholarship Fund's only listed officer is MID Penn Bank, Trustee on every filing since 2019 (compensated).

Officers on the 2025 filing

  • MID Penn Bank

    Trustee

    On filings since 2019

    2 hrs/week

    $795 (2019) → $892 (2025)

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2025 IRS filing

Mid Penn Bank — Trustee: $892Mid Penn BankTrustee$892

The highest reported compensation on the 2025 filing was $892, to Mid Penn Bank (Trustee).

Frequently asked questions about Donald W & Joan K Zerbe Scholarship Fund

How much does Donald W & Joan K Zerbe Scholarship Fund give each year?

Donald W & Joan K Zerbe Scholarship Fund gave $2K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $2K across 1 grant.

How large is Donald W & Joan K Zerbe Scholarship Fund?

Donald W & Joan K Zerbe Scholarship Fund reported $52K in total assets on its 2025 IRS Form 990-PF. It paid out $3K in qualifying distributions that year, against a required minimum of $3K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What is Donald W & Joan K Zerbe Scholarship Fund?

Donald W & Joan K Zerbe Scholarship Fund is a private foundation focused on Education, based in Pottsville, PA. It holds $52K in total assets as of 2025.

Where does Donald W & Joan K Zerbe Scholarship Fund operate?

Donald W & Joan K Zerbe Scholarship Fund has awarded grants in Pennsylvania.

What is Donald W & Joan K Zerbe Scholarship Fund's EIN?

Donald W & Joan K Zerbe Scholarship Fund's EIN (Employer Identification Number) is 82-2756858. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated October 2026. Sourced from IRS Form 990-PF filings.

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