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Nonprofit · EIN 20-4429862

WROCKLAGE FAMILY CHARITABLEFOUNDATION

Tax-exempt · GOSHEN, OH 45122

Financials

$80K$122K2023$94K$136K2024$137K$139K2025
Revenue Expenses · by fiscal year end
Financials of WROCKLAGE FAMILY CHARITABLEFOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$137,297$139,091-$1,794$2,639,739$0$2,639,739
December 31, 2024990-PF$94,243$136,069-$41,826$2,641,533$0$2,641,533
December 31, 2023990-PF$79,579$122,484-$42,905$2,683,359$0$2,683,359
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$39,855
Interest
$83,184
Net gain from sales of assets
$5,296
Other income
$8,962

Expenses

Grants and similar amounts paid
$127,500
Disbursements for charitable purposes
$127,500
Excise tax on investment income
$1,759

Balance sheet and other

Total assets, start of year
$2,641,533
Total assets, end of year
$2,639,739
Total liabilities, end of year
$0
Net assets, end of year
$2,639,739
Fair market value of assets
$2,665,661
Qualifying distributions
$127,500
Net investment income
$126,565

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
JILL SUNDERHAUS
8533 DENALLEN DRIVE, CINCINNATI, OH 45255
TREASURER0$0
ROBERT P MARLOWE
2572 MOLER ROAD, GOSHEN, OH 45122
PRESIDENT0$0
NICOLE PLOETZ
2572 MOLER ROAD, GOSHEN, OH 45122
SECRETARY0$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
JILL SUNDERHAUS
8533 DENALLEN DRIVE, CINCINNATI, OH 45255
TREASURER0$0
ROBERT P MARLOWE
2572 MOLER ROAD, GOSHEN, OH 45122
PRESIDENT0$0
NICOLE PLOETZ
2572 MOLER ROAD, GOSHEN, OH 45122
SECRETARY0$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
JILL SUNDERHAUS
1055 NOTTINGHAM DR, CINCINNATI, OH 45255
TREASURER0$0
ROBERT P MARLOWE
2572 MOLER ROAD, GOSHEN, OH 45122
PRESIDENT0$0
NICOLE PLOETZ
4518 GLENRIDGE, CINCINNATI, OH 45245
SECRETARY0$0

Address and contacts

Address (IRS master file)
2572 MOLER RD, GOSHEN, OH 45122-9539
In care of
% CARROLL SUNDERHAUS
Signed the 990-PF
ROBERT P MARLOWE, PRESIDENT
Phone
(513) 315-8122
Return prepared by
MCMANIS ACCOUNTING & TAX SERVICES INC

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, 2024990-PF on file

IRS record

EIN
20-4429862
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)
$2,639,739
Income (IRS master file)
$814,572

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$137,297$139,091$2,639,739IRS
990-PFDecember 2024$94,243$136,069$2,641,533IRS
990-PFDecember 2023$79,579$122,484$2,683,359XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––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 20-4429862).

Questions about WROCKLAGE FAMILY CHARITABLEFOUNDATION

What is the EIN of WROCKLAGE FAMILY CHARITABLEFOUNDATION?
The employer identification number (EIN) of WROCKLAGE FAMILY CHARITABLEFOUNDATION is 20-4429862.
Is WROCKLAGE FAMILY CHARITABLEFOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
Are donations to WROCKLAGE FAMILY CHARITABLEFOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WROCKLAGE FAMILY CHARITABLEFOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of WROCKLAGE FAMILY CHARITABLEFOUNDATION 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 WROCKLAGE FAMILY CHARITABLEFOUNDATION 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 WROCKLAGE FAMILY CHARITABLEFOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does WROCKLAGE FAMILY CHARITABLEFOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $137,297, expenses of $139,091 and total assets of $2,639,739 at year end.

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