Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
ROLAND J WOTRING SCHOLARSHIP FUND XXXXXXXX
 
Number and street (or P.O. box number if mail is not delivered to street address) UNIVEST 14 N MAIN ST PO BOX 64197
  Room/suite
City or town
SOUDERTON
State or province
PA
Country  
ZIP or foreign postal code
189640197
A Employer identification number

22-2992988
B Telephone number (see instructions)

2157212549
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$12,562,525J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 226,202 226,202  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 502,100
b Gross sales price for all assets on line 6a 2,978,695
7 Capital gain net income (from Part IV, line 2)... 502,100
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 728,302 728,302  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 86,596      
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
1,982 0 0 0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
600 0 0 0
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
4,930     0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 94,108 0 0 0
25 Contributions, gifts, grants paid....... 553,998 553,998
26 Total expenses and disbursements. Add lines 24 and 25 ................ 648,106 0 0 553,998
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 80,196
b Net investment income (if negative, enter -0-) 728,302
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 1,111,668 898,061 898,061
3 Accounts receivable  
Less: allowance for doubtful accounts     0 0
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts 0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 3,690,578 Click to see attachment
List of Attached Documents:
// Content
3,908,816 		6,026,305
c Investments—corporate bonds (attach schedule)....... 852,924 Click to see attachment
List of Attached Documents:
// Content
1,219,465 		1,202,212
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 4,250,899 Click to see attachment
List of Attached Documents:
// Content
3,924,584 		4,435,947
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 9,906,069 9,950,926 12,562,525
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 9,906,069 9,950,926
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 9,906,069 9,950,926
30 Total liabilities and net assets/fund balances (see instructions). 9,906,069 9,950,926
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
9,906,069
2
Enter amount from Part I, line 27a .....................
2
80,196
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3 ..........................
4
9,986,265
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
35,339
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
9,950,926
Form 990-PF (2025)
Form 990-PF (2025)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 99. ALPHABET INC CLASS A   2023-04-17 2025-01-17
b 25. AMERICAN EXPRESS CO   2020-06-08 2025-01-17
c 232. AMERICAN TOWER REIT   2020-11-18 2025-01-17
d 46. AMERICAN TOWER REIT   2020-11-18 2025-07-16
e 83. APPLE INC.   2023-04-17 2025-01-17
224. APPLE INC.   2023-02-03 2025-04-03
325. APPLIED MATERIALS INCORPORATED   2023-04-17 2025-01-17
277. APPLIED MATERIALS INCORPORATED   2023-04-17 2025-07-16
668.49 BAIRD MIDCAP FUND INSTITUTIONAL CLASS   2025-01-17 2025-10-21
1289.092 BAIRD MIDCAP FUND INSTITUTIONAL CLASS   2025-07-16 2025-10-21
12666.12 BAIRD MIDCAP FUND INSTITUTIONAL CLASS   2024-05-06 2025-10-21
477. BANK AMERICA CORP COM   2025-01-17 2025-07-16
26. BLACKROCK INC.   2022-01-18 2025-01-17
51. BLACKROCK INC.   2022-01-18 2025-07-16
12. BROADCOM INC COM   2024-05-22 2025-01-17
160. BROADCOM INC COM   2024-07-24 2025-01-17
109. BROADCOM INC COM   2024-05-22 2025-07-16
226. CHARLES RIVER LABS INTERNATIONAL INC.   2023-04-17 2025-01-17
55. CHARLES RIVER LABS INTERNATIONAL INC.   2024-07-24 2025-04-03
40. CHARLES RIVER LABS INTERNATIONAL INC.   2024-12-04 2025-04-03
213. CHARLES RIVER LABS INTERNATIONAL INC.   2024-01-24 2025-04-03
25. COSTCO WHOLESALE CORP NEW   2021-03-22 2025-01-17
829.486 AMERICAN FUNDS EUROPACIFIC GROWTH F3   2022-01-18 2025-07-16
36. META PLATFORMS INC   2024-01-24 2025-07-16
70.06 FHLMC SUPER 30YR FIXED 1.5000% 10/01/51   2025-10-08 2025-11-25
83.26 FHLMC SUPER 30YR FIXED 1.5000% 10/01/51   2025-10-08 2025-12-25
447.61 FHLMC SUPER 30YR FIXED 3.5000% 07/01/52   2025-09-25 2025-10-25
472.08 FHLMC SUPER 30YR FIXED 3.5000% 07/01/52   2025-09-25 2025-11-25
405.89 FHLMC SUPER 30YR FIXED 3.5000% 07/01/52   2025-09-25 2025-12-25
219.25 FHLMC SUPER 30YR FIXED 2.5000% 05/01/52   2025-09-22 2025-10-25
250.08 FHLMC SUPER 30YR FIXED 2.5000% 05/01/52   2025-09-22 2025-11-25
196.4 FHLMC SUPER 30YR FIXED 2.5000% 05/01/52   2025-09-22 2025-12-25
249. FHLMC SUPER 30YR FIXED 3.0000% 05/01/52   2025-09-24 2025-10-25
262.48 FHLMC SUPER 30YR FIXED 3.0000% 05/01/52   2025-09-24 2025-11-25
246.36 FHLMC SUPER 30YR FIXED 3.0000% 05/01/52   2025-09-24 2025-12-25
463.79 FHLMC SUPER 30YR FIXED 5.0000% 06/01/53   2025-09-16 2025-10-25
385.3 FHLMC SUPER 30YR FIXED 5.0000% 06/01/53   2025-09-16 2025-11-25
374.15 FHLMC SUPER 30YR FIXED 5.0000% 06/01/53   2025-09-16 2025-12-25
179.92 FHLMC SUPER 30YR FIXED 4.5000% 12/01/54   2025-09-26 2025-10-25
221.13 FHLMC SUPER 30YR FIXED 4.5000% 12/01/54   2025-09-26 2025-11-25
218.18 FHLMC SUPER 30YR FIXED 4.5000% 12/01/54   2025-09-26 2025-12-25
60000. FEDERAL FARM CR BKS 0.5500% 09/16/25   2020-09-16 2025-09-16
55000. FEDERAL FARM CR BKS 0.5300% 09/29/25   2020-09-23 2025-09-29
50000. FEDERAL FARM CR BKS 0.4900% 03/10/25   2020-12-02 2025-03-10
50000. FEDERAL NATL MTG ASSN 0.5000% 06/30/25   2020-12-02 2025-06-30
60000. FEDERAL NATL MTG ASSN 0.6000% 08/26/25   2020-08-20 2025-08-26
156.03 FNMA UMBS 30YR 4.0000% 11/01/54   2025-09-23 2025-10-25
195.68 FNMA UMBS 30YR 4.0000% 11/01/54   2025-09-23 2025-11-25
90.19 FNMA UMBS 30YR 4.0000% 11/01/54   2025-09-23 2025-12-25
52356.02 FEDERATED TOTAL RETURN BOND FUND #328-IS   2024-12-04 2025-09-10
101. FEDEX CORP   2022-01-18 2025-01-17
329.07 FHLMC UMBS 30YR FIXED 5.5000% 06/01/55   2025-09-17 2025-10-25
811.62 FHLMC UMBS 30YR FIXED 5.5000% 06/01/55   2025-09-17 2025-11-25
891.92 FHLMC UMBS 30YR FIXED 5.5000% 06/01/55   2025-09-17 2025-12-25
490. FISERV INC.   2025-07-16 2025-11-10
90.16 GNMA PASS-THRU M SINGLE FAM 4.5000% 02/20/55   2025-09-16 2025-10-20
121.21 GNMA PASS-THRU M SINGLE FAM 4.5000% 02/20/55   2025-09-16 2025-11-20
60.06 GNMA PASS-THRU M SINGLE FAM 4.5000% 02/20/55   2025-09-16 2025-12-20
11. HONEYWELL INTERNATIONAL INC.   2024-05-06 2025-01-17
458. HONEYWELL INTERNATIONAL INC.   2023-08-09 2025-01-17
70. L3 HARRIS TECHNOLOGIES INC COM   2023-08-09 2025-07-16
84. MICROSOFT CORPORATION   2023-08-09 2025-01-17
91. MICROSOFT CORPORATION   2024-01-24 2025-07-16
150. MONDELEZ INTERNATIONAL COM   2024-01-24 2025-07-16
336. NVIDIA CORP   2024-12-12 2025-07-16
25000. PEPSICO INC 2.750% 04/30/25   2015-04-28 2025-04-30
110. PHILIP MORRIS INTERNATIONAL INC.   2025-01-17 2025-07-16
29. REGENERON PHARMACEUTICALS INC.   2023-08-09 2025-01-17
184. ROPER INDUSTRIES INC.   2023-08-09 2025-01-17
4. S&P GLOBAL INC   2021-03-22 2025-01-17
99. SS&C TECHNOLOGIES HOLDINGS, INC   2022-01-18 2025-01-17
244. SALESFORCE INC   2023-04-17 2025-01-17
178. THE CHARLES SCHWAB CORP   2024-01-24 2025-07-16
1288. STATE ST CONSUMER STAPLES SELECT SECTOR ETF   2024-12-04 2025-01-17
48. STATE STREET ENERGY SELECT SECTOR SPDR ETF   2020-03-02 2025-01-17
13. TJX COS INC. NEW   2024-01-24 2025-01-17
217. THERMO FISHER SCIENTIFIC INC. COM   2023-08-09 2025-01-17
15. ULTA SALON COSMETCS & FRAG INC   2025-01-17 2025-07-16
1251. VANGUARD TOTAL INTERNATIONAL STOCK ETF   2018-06-06 2025-07-16
27. VISA INC. COM CLASS A   2013-05-10 2025-01-17
96. VISA INC. COM CLASS A   2013-05-10 2025-07-16
150. ZOETIS INC   2023-08-09 2025-01-17
101. ZOETIS INC   2024-05-06 2025-07-16
156. ACCENTURE LTD COM   2022-07-22 2025-01-17
98. TE CONNECTIVITY PLC   2024-01-24 2025-07-16
CAPITAL GAIN DIVIDENDS P    
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 19,427   10,497 8,930
b 7,801   2,831 4,970
c 44,179   55,426 -11,247
d 10,224   10,989 -765
e 19,040   13,140 5,900
46,143   29,414 16,729
62,342   48,024 14,318
53,926   28,552 25,374
15,034   16,191 -1,157
28,992   29,366 -374
284,861   327,050 -42,189
21,930   22,288 -358
26,128   21,631 4,497
55,258   42,430 12,828
2,852   1,669 1,183
38,022   24,610 13,412
30,484   15,157 15,327
36,902   47,264 -10,362
7,793   12,303 -4,510
5,668   7,970 -2,302
30,181   44,360 -14,179
23,499   6,605 16,894
50,126   49,132 994
25,279   14,104 11,175
70   54 16
83   65 18
448   411 37
472   433 39
406   372 34
219   186 33
250   212 38
196   167 29
249   220 29
262   232 30
246   218 28
464   466 -2
385   387 -2
374   376 -2
180   175 5
221   215 6
218   212 6
60,000   60,000  
55,000   55,000  
50,000   50,000  
50,000   50,000  
60,000   60,000  
156   148 8
196   185 11
90   85 5
504,188   500,000 4,188
27,763   26,888 875
329   333 -4
812   822 -10
892   903 -11
31,236   81,218 -49,982
90   89 1
121   119 2
60   59 1
2,448   2,140 308
101,910   37,363 64,547
18,403   12,597 5,806
36,181   20,863 15,318
46,021   19,844 26,177
10,100   11,072 -972
57,429   46,376 11,053
25,000   24,933 67
20,166   13,426 6,740
19,810   21,281 -1,471
95,857   83,292 12,565
2,006   1,383 623
7,774   8,194 -420
79,578   48,006 31,572
16,213   11,325 4,888
99,489   104,020 -4,531
4,514   2,250 2,264
1,586   1,239 347
121,677   56,215 65,462
7,248   6,081 1,167
86,281   71,419 14,862
8,646   1,203 7,443
33,616   4,278 29,338
24,923   24,712 211
15,298   17,076 -1,778
55,197   44,839 10,358
17,236   9,915 7,321
      172,321
      172,321
      172,321
      172,321
      172,321
      172,321
      172,321
      172,321
      172,321
      172,321
      172,321
      172,321
      172,321
      172,321
      172,321
      172,321
      172,321
      172,321
      172,321
      172,321
      172,321
      172,321
      172,321
      172,321
      172,321
      172,321
      172,321
      172,321
      172,321
      172,321
      172,321
      172,321
      172,321
      172,321
      172,321
      172,321
      172,321
      172,321
      172,321
      172,321
      172,321
      172,321
      172,321
      172,321
      172,321
      172,321
      172,321
      172,321
      172,321
      172,321
      172,321
      172,321
      172,321
      172,321
      172,321
      172,321
      172,321
      172,321
      172,321
      172,321
      172,321
      172,321
      172,321
      172,321
      172,321
      172,321
      172,321
      172,321
      172,321
      172,321
      172,321
      172,321
      172,321
      172,321
      172,321
      172,321
      172,321
      172,321
      172,321
      172,321
      172,321
      172,321
      172,321
      172,321
      172,321
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       8,930
b       4,970
c       -11,247
d       -765
e       5,900
      16,729
      14,318
      25,374
      -1,157
      -374
      -42,189
      -358
      4,497
      12,828
      1,183
      13,412
      15,327
      -10,362
      -4,510
      -2,302
      -14,179
      16,894
      994
      11,175
      16
      18
      37
      39
      34
      33
      38
      29
      29
      30
      28
      -2
      -2
      -2
      5
      6
      6
       
       
       
       
       
      8
      11
      5
      4,188
      875
      -4
      -10
      -11
      -49,982
      1
      2
      1
      308
      64,547
      5,806
      15,318
      26,177
      -972
      11,053
      67
      6,740
      -1,471
      12,565
      623
      -420
      31,572
      4,888
      -4,531
      2,264
      347
      65,462
      1,167
      14,862
      7,443
      29,338
      211
      -1,778
      10,358
      7,321
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 502,100
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ......................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 10,123
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 10,123
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 10,123
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 4,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 6,123
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax0 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website address  
14
The books are in care ofUnivest Bank and Trust Co Telephone no. (215) 721-2549

Located at14 N MAIN STREET PO BOX 559SOUDERTONPA ZIP+418964
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
Univest Bank & Trust Co Trustee
1 		86,596    
14 N Main St
Souderton,PA18964
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................  
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
10,972,773
b
Average of monthly cash balances.......................
1b
843,566
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
11,816,339
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
11,816,339
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
177,245
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
11,639,094
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
581,955
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
581,955
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
10,123
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
10,123
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
571,832
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
571,832
6
Deduction from distributable amount (see instructions) .................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
571,832
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, line 26, column (d) ..........
1a
553,998
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
553,998
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 571,832
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 0
b From 2021...... 0
c From 2022...... 0
d From 2023...... 0
e From 2024...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2025 from Part
XI, line 4: $ 553,998
a Applied to 2024, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		0
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		0
d Applied to 2025 distributable amount..... 553,998
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		17,834
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 0
c Excess from 2023 .... 0
d Excess from 2024 .... 0
e Excess from 2025 .... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

Allentown School District Foundation

31 S PENN STREET
Allentown,PA18102 		    SCHOLARSHIP 79,142

Bethlehem Area School District

1516 SYCAMORE ST
Bethlehem,PA18017 		    SCHOLARSHIP 79,142

Lehighton Area School District

1000 UNION ST
Lehighton,PA18235 		    SCHOLARSHIP 52,762

Northampton Area School District

2014 LAUBACH AVENUE
Northampton,PA18067 		    SCHOLARSHIP 52,762

Saucon Valley School District

2100 POLK VALLEY RD
Hellertown,PA18055 		    SCHOLARSHIP 52,762

Northern Lehigh School District

1201 SHADOW OAKS LANE
Slatington,PA18080 		    SCHOLARSHIP 52,762

Nazareth Area School District

2 CENTER ST
Nazareth,PA18064 		    SCHOLARSHIP 52,762

Easton Area School District

1801 BUSHKILL DR
Easton,PA18040 		    SCHOLARSHIP 52,762

Parkland School District

1210 SPRINGHOUSE RD
Allentown,PA18104 		    SCHOLARSHIP 79,142
Total ................................. 3a 553,998
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 226,202  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 502,100  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   728,302  
13Total. Add line 12, columns (b), (d), and (e)..................
13
728,302
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2025)
Form 990-PF (2025)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
ROLAND J WOTRING SCHOLARSHIP FUND XXXXXXXX
EIN:
22-2992988
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 600      

TY 2025 ExplnOfNonFilingWithAGStmt
Name:
ROLAND J WOTRING SCHOLARSHIP FUND XXXXXXXX
EIN:
22-2992988
Statement:
The entity is exempt from registration in PA

TY 2025 InvestmentsCorpBondsSchedule
Name:
ROLAND J WOTRING SCHOLARSHIP FUND XXXXXXXX
EIN:
22-2992988
Name of Bond End of Year Book Value End of Year Fair Market Value
PEPSICO INC    
JOHNSON & JOHNSON 49,915 49,885
WELLS FARGO & CO. 25,000 24,931
US BANCORP 49,995 49,636
TOYOTA MTR CORP 14,343 14,872
WALMART INC. 14,855 15,086
WESTPAC BKG CORP 98,000 97,242
COCA COLA CO 59,786 56,677
CITIGROUP INC 14,759 15,128
APPLE INC SR 17,879 18,902
CREDIT SUISSE AG 60,000 54,627
AT&T 14,537 15,085
GLAXOSMITHKLINE 14,209 14,725
SOUTHERN CALIF GAS CO 41,159 37,740
TRUIST BANK GLOBAL 39,996 36,667
NATIONAL RURAL UTILS 40,420 37,370
EXXON MOBIL CORP 8,773 9,385
STATE STR CORP 49,050 45,032
COCA COLA CO 12,317 13,175
SCHWAB CHARLES CO 50,395 45,305
NVIDIA CORP 16,331 18,021
BRISTOL-MYERS SQUIBB 13,171 13,912
INTEL CORP 10,226 10,258
AMAZON COM 14,694 15,444
GOLDMAN SACHS GROUP 12,877 13,839
AMERICAN EXPRESS 18,529 19,879
ROYAL BK CDA 11,897 12,530
JOHN DEERE CAPITAL CORP 10,003 10,358
BP CAP MKTS AMER 19,814 20,677
MORGAN STANLEY 4,946 4,978
LOCKHEED MARTIN 10,248 10,242
UNITED HEALTH GROUP 10,238 10,278
PAYPAL HLDS 4,713 4,792
KENVUE INC 20,674 20,610
VISA INC 8,929 9,275
MASTERCARD INC 8,712 8,919
BIO RAD LABS INC. 12,216 12,289
SPRINT CAP CORP 13,433 13,320
TORANTO DOMINION 9,659 9,997
INTEL CORP 49,726 48,282
TARGET CORP 9,824 10,113
ENTERGY LA 20,243 20,283
ABBVIE INC 24,761 24,705
PAYPAL HLDS 16,563 16,437
WELLS FARGO 17,838 17,738
CONOCO PHILLIPS 8,110 8,125
JPMORGAN CHASE 16,667 16,608
HONEYWELL INC 16,335 16,338
RIO TINTO 16,497 16,478
GLAXOSMITHKLINE 20,206 20,255
CUMMINS INC 8,280 8,317
SUTTER HEALTH 15,793 15,691
PUBLIC SVC CO 8,198 8,221
JP MORGAN 16,780 16,757
ANHEUSER BUSCH COS 20,837 20,831
HOME DEPOT 8,761 8,695
WYETH 17,348 17,250

TY 2025 InvestmentsCorpStockSchedule
Name:
ROLAND J WOTRING SCHOLARSHIP FUND XXXXXXXX
EIN:
22-2992988
Name of Stock End of Year Book Value End of Year Fair Market Value
ACCENTURE LTD 56,063 52,319
ALPHABET INC 177,781 554,323
AMAZON COM 196,732 301,220
AMERICAN EXPRESS 43,714 128,003
AMERICAN TOWER REIT 108,736 86,205
APPLE INC 107,149 349,340
APPLIED MATERIALS INC 38,891 69,387
BLACKROCK INC 71,920 82,416
BROADCOM INC 95,070 231,541
CHARLES RIVER LABS INTL.    
CONSUMER STAPLES SECTOR SPDR    
COSTCO WHOLESALE CORP 22,489 71,574
ENERGY SELECTOR SPDR    
FEDEX CORP    
HONEYWELL INTL.    
L3 HARRIS TECHNOLOGIES INC 87,606 150,895
META PLATFORMS INC 86,276 224,431
MICROSOFT CORP 162,187 333,698
MONDELEZ INTERNATIONAL 105,785 86,666
NEXTERA ENERGY INC 147,613 173,244
NVIDIA CORP 217,047 293,551
POOL CORP 120,965 84,180
REGENERON PHARMACEUTICALS 129,715 151,287
ROPER INDUSTRIES 43,369 44,068
S&P GLOBAL 72,537 107,654
SALESFORCE INC. 120,640 138,018
SHERWIN WILLIAMS CO 71,679 102,718
SS&C TECHNOLOGIES HOLDING 101,205 114,782
TE CONNECTIVITY PLC 92,496 139,236
THE CHARLES SCHWAB CORP 75,223 117,194
THERMO FISHER SCIENTIFIC 100,322 148,919
TJX COS INC 85,215 135,638
UNITEDHEALTH GROUP INC 144,753 121,480
VISA INC. 47,387 135,725
ZOETIS INC 56,223 44,163
LAUDER (ESTEE) CO.    
NIKE INC    
ADOBE INC 92,273 77,348
BANK OF AMERICA 54,388 64,020
ELI LILLY & CO 154,865 224,608
FAIR ISAAC CORP 31,803 30,431
FICO 81,448 100,812
MICRON TECH 55,932 191,510
PHILIP MORRIS 90,561 119,017
STATE STREET ENERGY 107,163 165,874
SYNOPSYS INC 80,727 66,700
ULTA SALON COSMETICS 68,921 102,852
UNITED RENTALS 103,947 109,258

TY 2025 InvestmentsOtherSchedule2
Name:
ROLAND J WOTRING SCHOLARSHIP FUND XXXXXXXX
EIN:
22-2992988
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
US GOVT AGENCY AT COST 454,811 433,089
US GOVERNMENT AGENCY AT COST 270,000 254,175
US GOVT NOTES AT COST 89,941 92,259
FIXED INCOME FUNDS AT COST 227,590 238,428
INTERNATIONAL EQUITY FUNDS AT COST 724,073 842,791
INTERNATIONAL EQUITY ETF AT COST 621,233 921,424
SMALL CAP EQUITY AT COST 614,125 661,503
MIDCAP EQUITY AT COST 246,346 312,676
MIDCAP EQUITY ETF AT COST 325,863 327,849
GNMA POOL AT COST 33,636 33,405
PASS THROUGH SECURITIES AT COST 316,966 318,348

TY 2025 LegalFeesSchedule
Name:
ROLAND J WOTRING SCHOLARSHIP FUND XXXXXXXX
EIN:
22-2992988
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 1,982      


TY 2025 OtherDecreasesSchedule
Name:
ROLAND J WOTRING SCHOLARSHIP FUND XXXXXXXX
EIN:
22-2992988
Description Amount
CHANGE IN UNREALIZED GAINS 35,339


TY 2025 TaxesSchedule
Name:
ROLAND J WOTRING SCHOLARSHIP FUND XXXXXXXX
EIN:
22-2992988
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX 758 0   0
2024 BALANCE DUE 4,172 0   0