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Nonprofit · EIN 20-3899108

LOUIS RUSSO AND JOSEPH DWYERCHARITABLE FOUNDATION

Also known as COTIAUX MARGARET CO-TTEE

Tax-exempt · CINCINNATI, OH 45263

Financials

$148K$116K2024$120K$96K2025
Revenue Expenses · by fiscal year end
Financials of LOUIS RUSSO AND JOSEPH DWYERCHARITABLE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$119,863$96,137$23,726$634,648$0$634,648
December 31, 2024990-PF$148,021$115,843$32,178$609,525$0$609,525
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$15,855
Interest
$512
Net gain from sales of assets
$103,478
Other income
$18

Expenses

Grants and similar amounts paid
$35,000
Compensation of officers, directors and key employees
$25,000
Disbursements for charitable purposes
$38,575
Excise tax on investment income
$890

Balance sheet and other

Total assets, start of year
$609,525
Total assets, end of year
$634,648
Total liabilities, end of year
$0
Net assets, end of year
$634,648
Fair market value of assets
$1,173,462
Qualifying distributions
$38,575
Net investment income
$119,346

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 December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
MARIETTA SAVINO
65 SPRING POND DRIVE, OSSINING, NY 10562
CO-TRUSTEE5$10,000
KAREN NEPOTE
20 NINA COURT, SAYVILLE, NY 11782
CO-TRUSTEE5$10,000
BARBARA JONES
1392 WINDEMERE LANE, TUSTIN, CA 92780
CO-TRUSTEE5$2,500
RHONDA DRAKE
1392 WINDEMERE LANE, TUSTIN, CA 92780
CO-TRUSTEE5$2,500
MARK THORNBURG
6460 E PACIFIC COAST HIGHWAY SUITE, LONG BEACH, CA 908034206
CO-TRUSTEE5$0
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
MARIETTA SAVINO
65 SPRING POND DRIVE, OSSINING, NY 10562
CO-TRUSTEE5$10,000
KAREN NEPOTE
20 NINA COURT, SAYVILLE, NY 11782
CO-TRUSTEE5$10,000
BARBARA JONES
1392 WINDEMERE LANE, TUSTIN, CA 92780
CO-TRUSTEE5$2,500
RHONDA DRAKE
1392 WINDEMERE LANE, TUSTIN, CA 92780
CO-TRUSTEE5$2,500
MARK THORNBURG
6460 E PACIFIC COAST HIGHWAY SUITE, LONG BEACH, CA 908034206
CO-TRUSTEE5$0

Address and contacts

Address (IRS master file)
PO BOX 630858, CINCINNATI, OH 45263-0858
In care of
% WTC
Signed the 990-PF
KAREN NEPOTE, CO-TRUSTEE
Phone
(310) 297-3086
Return prepared by
KPMG 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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024Check at the IRS

IRS record

EIN
20-3899108
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
2006
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$634,648
Income (IRS master file)
$432,669

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$119,863$96,137$634,648IRS
990-PFDecember 2024$148,021$115,843$609,525XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 20-3899108).

Questions about LOUIS RUSSO AND JOSEPH DWYERCHARITABLE FOUNDATION

What is the EIN of LOUIS RUSSO AND JOSEPH DWYERCHARITABLE FOUNDATION?
The employer identification number (EIN) of LOUIS RUSSO AND JOSEPH DWYERCHARITABLE FOUNDATION is 20-3899108.
Is LOUIS RUSSO AND JOSEPH DWYERCHARITABLE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
Are donations to LOUIS RUSSO AND JOSEPH DWYERCHARITABLE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LOUIS RUSSO AND JOSEPH DWYERCHARITABLE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of LOUIS RUSSO AND JOSEPH DWYERCHARITABLE FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LOUIS RUSSO AND JOSEPH DWYERCHARITABLE FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of LOUIS RUSSO AND JOSEPH DWYERCHARITABLE FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 5 people; 4 received compensation from the organization, the highest $10,000 (MARIETTA SAVINO, CO-TRUSTEE).
How much revenue does LOUIS RUSSO AND JOSEPH DWYERCHARITABLE FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $119,863, expenses of $96,137 and total assets of $634,648 at year end.

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