William & Josephine Roe Scholarship Fund
William & Josephine Roe Scholarship Fund is a private foundation focused on religion, based in Pittsburgh, PA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $324K in total assets. In 2025, it awarded 1 grant totaling $16K. Net investment income was $25K.
William & Josephine Roe Scholarship Fund at a glance
In short: William & Josephine Roe Scholarship Fund gave $16K across 1 grant in 2025 (avg $16K), mostly in Michigan. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $15,832
- +12.7% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $15,832
- +12.7% vs 2024
- Median grant
- $15,832
- Total assets
- $323,925
- +2.0% vs 2024
- Primary geography
- Michigan (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 William & Josephine Roe Scholarship Fund funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was First United Methodist Church ($16K).
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 William & Josephine Roe Scholarship Fund gives
- Giving held roughly steady from 2022 to 2025 (−8%). Method
- In 2025 it paid out 96% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $14K (2024) to $17K (2022). In 2025 it made 1 grant totaling $16K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| First United Methodist Church Plymouth, MI | Scholarships | $15,832 |
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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 | $323,925 | $28,232 | $21,847 | $15,832 | 1 | $18,028 | $24,732 | $18,781 |
| 2024 | $317,444 | $19,227 | $19,466 | $14,050 | 1 | $16,127 | $15,936 | $17,909 |
| 2023 | $317,703 | $9,104 | $19,538 | $14,752 | 1 | $17,109 | $6,299 | $16,407 |
| 2022 | $327,964 | $457 | $22,657 | $17,200 | 1 | $19,542 | $5,009 | $17,094 |
| 2021 | $349,952 | $30,837 | $19,893 | $15,111 | 1 | $17,455 | $28,251 | $19,544 |
| 2020 | $338,971 | $10,015 | $20,193 | $15,646 | 1 | — | $7,846 | $16,986 |
| 2019 | $349,805 | $38,814 | $18,458 | $15,703 | 1 | — | $36,945 | $17,024 |
Under IRS private-foundation payout rules, William & Josephine Roe Scholarship Fund reported a distributable amount of $19K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
William & Josephine Roe Scholarship Fund's only listed officer is PNC Bank N A, Trustee on the 2025 filing (compensated).
Officers on the 2025 filing
PNC Bank N A
Trustee
New on the 2025 filing
1 hr/week
$5K (2025)
Former officers (1)
- Former: PNC Bank NA (2019–2024) — Trustee
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
The highest reported compensation on the 2025 filing was $5K, to PNC Bank N a (Trustee).
Frequently asked questions about William & Josephine Roe Scholarship Fund
How much does William & Josephine Roe Scholarship Fund give each year?
William & Josephine Roe Scholarship Fund gave $16K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $14K across 1 grant.
How large is William & Josephine Roe Scholarship Fund?
William & Josephine Roe Scholarship Fund reported $324K in total assets on its 2025 IRS Form 990-PF. It paid out $18K in qualifying distributions that year, against a required minimum of $19K (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 William & Josephine Roe Scholarship Fund?
William & Josephine Roe Scholarship Fund is a private foundation focused on religion, based in Pittsburgh, PA. It holds $324K in total assets as of 2025.
Where does William & Josephine Roe Scholarship Fund operate?
William & Josephine Roe Scholarship Fund has awarded grants in Michigan.
What is William & Josephine Roe Scholarship Fund's EIN?
William & Josephine Roe Scholarship Fund's EIN (Employer Identification Number) is 38-6570653. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS March 16, 2020)
- Added Form 990-PF for fiscal year 2020 (received by the IRS April 10, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 28, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 12, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 25, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 8, 2026)
- IRS filings on file for fiscal years 2019–2024
Live grants for the work William & Josephine Roe Scholarship Fund funds
Religion Related Open opportunities, soonest deadline first.
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