Wattenberg Scholarship Fund is a private foundation focused on Education, based in MEDFORD, OR. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $250K in total assets. In 2025, it awarded 5 grants totaling $13K. Net investment income was $18K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$250K
-3.4% YoY
Annual Giving
$13K
+0.0% YoY
Grant Count
5
+0.0% YoY
Avg Grant Size
$3K
+0.0% YoY
Under IRS private-foundation payout rules, Wattenberg Scholarship Fund reported a distributable amount of $12K for 2025 — the minimum it must pay out in qualifying distributions.
About Wattenberg Scholarship Fund
Based on IRS filings
Wattenberg Scholarship Fund is a private foundation focused on Education, based in MEDFORD, OR. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $250K in total assets. In 2025, it awarded 5 grants totaling $13K. Net investment income was $18K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $250,364 | $259,088 | $241,429 |
| Revenue | $22,805 | $10,779 | $7,949 |
| Expenses | $17,679 | $17,616 | $20,036 |
| Qualifying Distributions | $12,500 | $12,500 | $15,000 |
| Net Investment Income | $17,626 | $5,663 | $5,888 |
| Distributable Amount | $12,454 | $11,865 | $11,994 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
Grant Size Distribution
26 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Brisa Bauer ($2,500), Cole Clayton ($2,500), Kael Feeley ($2,500).
| Recipient | Purpose | Amount |
|---|---|---|
| Brisa Bauer Talent, OR | Educational Assistance | $2,500 |
| Cole Clayton Talent, OR | Educational Assistance | $2,500 |
| Kael Feeley Medford, OR | Educational Assistance | $2,500 |
| Kendal Heywood Talent, OR | Educational Assistance | $2,500 |
| Agatha Hosking Medford, OR | Educational Assistance | $2,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Oregon Pacific Bank | Trustee | 1 | $4,104 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Wattenberg Scholarship Fund?
Wattenberg Scholarship Fund is a private foundation focused on Education, based in MEDFORD, OR. It holds $250K in total assets as of 2025.
How large is Wattenberg Scholarship Fund?
As of 2025, Wattenberg Scholarship Fund holds $250K in total assets with $23K in annual revenue. It awarded 5 grants totaling $13K in 2025.
Where does Wattenberg Scholarship Fund operate?
Wattenberg Scholarship Fund has awarded grants in Oregon.
What size grants does Wattenberg Scholarship Fund award?
In 2025, Wattenberg Scholarship Fund awarded 5 grants totaling $13K — an average of about $3K per grant, based on its IRS Form 990 filings.
How much is Wattenberg Scholarship Fund required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Wattenberg Scholarship Fund reported a distributable amount of $12K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Wattenberg Scholarship Fund's EIN?
Wattenberg Scholarship Fund's EIN (Employer Identification Number) is 20-4781876. IRS Form 990 filing data is available on this page for 2021–2025.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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