Oatha & Una Lucky Scholarship Fund
Oatha & Una Lucky Scholarship Fund is a private foundation, based in Lakeport, CA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $1.1M in total assets. In 2025, it awarded 1 grant totaling $21K. Net investment income was $58K.
Oatha & Una Lucky Scholarship Fund at a glance
In short: Oatha & Una Lucky Scholarship Fund gave $21K across 1 grant in 2025 (avg $21K), mostly in California. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $21,000
- +61.5% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $21,000
- +61.5% vs 2024
- Median grant
- $21,000
- Total assets
- $1,091,033
- -1.3% vs 2024
- Primary geography
- California (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Oatha & Una Lucky Scholarship Fund funds
How this funder distributes its grants
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Oatha & Una Lucky Scholarship Fund gives
- Giving grew 110% from 2022 to 2025. Method
- In 2025 it paid out 109% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $8K (2021) to $21K (2025). In 2025 it made 1 grant totaling $21K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 1 individual scholarship Recipients not named | — | $21,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,091,033 | $69,411 | $84,243 | $21,000 | 1 | $66,080 | $58,141 | $60,824 |
| 2024 | $1,105,865 | $104,462 | $69,282 | $13,000 | 1 | $55,961 | $43,974 | $56,440 |
| 2023 | $1,070,685 | $31,780 | $65,914 | $12,000 | 1 | $53,841 | $19,707 | $50,406 |
| 2022 | $1,104,819 | $97,598 | $63,936 | $10,000 | 1 | $52,119 | $85,781 | $49,791 |
| 2021 | $1,071,157 | $66,703 | $60,572 | $8,400 | 1 | — | $55,597 | $51,126 |
Under IRS private-foundation payout rules, Oatha & Una Lucky Scholarship Fund reported a distributable amount of $61K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Oatha & Una Lucky Scholarship Fund's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Lauretta Deweese
Trustee
On filings since 2021
1 hr/week
$10K (2021) → $0 (2025)
Mary Paiva
Trustee
On filings since 2021
1 hr/week
$20K (2021) → $0 (2025)
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2023 IRS filing
The highest reported compensation on the 2023 filing was $20K, to Mary Paiva (Trustee). 2 officers or directors reported compensation on that filing.
Frequently asked questions about Oatha & Una Lucky Scholarship Fund
How much does Oatha & Una Lucky Scholarship Fund give each year?
Oatha & Una Lucky Scholarship Fund gave $21K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $13K across 1 grant.
How large is Oatha & Una Lucky Scholarship Fund?
Oatha & Una Lucky Scholarship Fund reported $1.1M in total assets on its 2025 IRS Form 990-PF. It paid out $66K in qualifying distributions that year, against a required minimum of $61K (roughly 5% of its investment assets).
Where does Oatha & Una Lucky Scholarship Fund operate?
Oatha & Una Lucky Scholarship Fund has awarded grants in California.
What is Oatha & Una Lucky Scholarship Fund's EIN?
Oatha & Una Lucky Scholarship Fund's EIN (Employer Identification Number) is 68-6121297. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS August 13, 2026)
- IRS filings on file for fiscal years 2021–2024
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