Nonprofit · EIN 13-6923367
RJ ROHR & MC ROHR TR FBO CHARITY
Also known as JS7-75232212
Tax-exempt · MORRISVILLE, VT 05661
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $4,486 | $4,596 | -$110 | $54,661 | $0 | $54,661 |
| September 30, 2024 | 990-PF | $3,768 | $3,705 | $63 | $54,764 | $0 | $54,764 |
| September 30, 2023 | 990-PF | $3,470 | $1,918 | $1,552 | $54,635 | $0 | $54,635 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $2,093
- Net gain from sales of assets
- $2,393
Expenses
- Grants and similar amounts paid
- $3,450
- Compensation of officers, directors and key employees
- $667
- Disbursements for charitable purposes
- $3,933
- Excise tax on investment income
- $54
Balance sheet and other
- Total assets, start of year
- $54,764
- Total assets, end of year
- $54,661
- Total liabilities, end of year
- $0
- Net assets, end of year
- $54,661
- Fair market value of assets
- $75,829
- Qualifying distributions
- $3,933
- Net investment income
- $4,486
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| UNION BANK & ASSET MGMT 20 LOWER MAIN ST, MORRISVILLE, VT 05661 | TRUSTEE | 2 | $667 |
990-PF for the year ended September 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| UNION BANK & ASSET MGMT 20 LOWER MAIN ST, MORRISVILLE, VT 05661 | TRUSTEE | 2 | $640 |
990-PF for the year ended September 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| UNION BANK & ASSET MGMT 20 LOWER MAIN ST, MORRISVILLE, VT 05661 | TRUSTEE | 2 | $593 |
Address and contacts
- Address (IRS master file)
- PO BOX 667, MORRISVILLE, VT 05661-0667
- In care of
- % US TRUST CO OF NY
- Signed the 990-PF
- UNION BANK, TRUSTEE
- Phone
- (802) 888-0413
- Return prepared by
- DELOITTE TAX LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 13-6923367
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1990
- Accounting year ends
- September
- Files
- Form 990-PF
- Assets (IRS master file)
- $54,661
- Income (IRS master file)
- $7,949
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $4,486 | $4,596 | $54,661 | XML |
| 990-PF | September 2024 | $3,768 | $3,705 | $54,764 | XML |
| 990-PF | September 2023 | $3,470 | $1,918 | $54,635 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 13-6923367).
Questions about RJ ROHR & MC ROHR TR FBO CHARITY
- What is the EIN of RJ ROHR & MC ROHR TR FBO CHARITY?
- The employer identification number (EIN) of RJ ROHR & MC ROHR TR FBO CHARITY is 13-6923367.
- Is RJ ROHR & MC ROHR TR FBO CHARITY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
- Are donations to RJ ROHR & MC ROHR TR FBO CHARITY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does RJ ROHR & MC ROHR TR FBO CHARITY file?
- Form 990-PF. Private foundations file every year.
- When is the next return of RJ ROHR & MC ROHR TR FBO CHARITY due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did RJ ROHR & MC ROHR TR FBO CHARITY last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of RJ ROHR & MC ROHR TR FBO CHARITY?
- The 990-PF for the year ended September 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $667 (UNION BANK & ASSET MGMT, TRUSTEE).
- How much revenue does RJ ROHR & MC ROHR TR FBO CHARITY have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $4,486, expenses of $4,596 and total assets of $54,661 at year end.
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