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Nonprofit · EIN 22-2777634

ROEHR FAMILY FOUNDATION INC

Tax-exempt · BOSTON, MA 02116

Financials

$76K$92K2022$89K$87K2023$159K$100K2024
Revenue Expenses · by fiscal year end
Financials of ROEHR FAMILY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$158,747$99,959$58,788$1,098,950$0$1,098,950
June 30, 2024990-PF$88,502$86,733$1,769$1,040,162$0$1,040,162
June 30, 2023990-PF$75,911$92,463-$16,552$1,038,393$0$1,038,393
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Dividends
$39,600
Net gain from sales of assets
$119,147

Expenses

Grants and similar amounts paid
$84,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$84,000
Excise tax on investment income
$2,032

Balance sheet and other

Total assets, start of year
$1,040,162
Total assets, end of year
$1,098,950
Total liabilities, end of year
$0
Net assets, end of year
$1,098,950
Fair market value of assets
$1,847,046
Qualifying distributions
$84,000
Net investment income
$158,747

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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
MARY E LORD
312 STUART STREET 3RD FLOOR, BOSTON, MA 02116
PRESIDENT/ DIRECTOR0.25$0
CAROLYN A ROEHR
312 STUART STREET 3RD FLOOR, BOSTON, NY 02116
CLERK/ TREASURER/DIRECTOR0.25$0
CYNTHIA R ANTHONY
312 STUART STREET 3RD FLOOR, BOSTON, NH 02116
DIRECTOR0.25$0
990-PF for the year ended June 30, 2024: 4 people
NameTitleHours / weekCompensation
MARCIA A ROEHR
312 STUART STREET 3RD FLOOR, BOSTON, MA 02116
PRES/TREAS DIRECTOR0.25$0
CAROLYN A ROEHR
312 STUART STREET 3RD FLOOR, BOSTON, MA 02116
CLERK DIRECTOR0.25$0
CYNTHIA R ANTHONY
312 STUART STREET 3RD FLOOR, BOSTON, MA 02116
DIRECTOR0.25$0
MARY E LORD
312 STUART STREET 3RD FLOOR, BOSTON, MA 02116
DIRECTOR0.25$0
990-PF for the year ended June 30, 2023: 4 people
NameTitleHours / weekCompensation
MARCIA A ROEHR
312 STUART 3RD FLOOR, BOSTON, MA 02116
PRES/TREAS DIRECTOR0.25$0
CAROLYN A ROEHR
312 STUART 3RD FLOOR, BOSTON, MA 02116
CLERK DIRECTOR0.25$0
CYNTHIA R ANTHONY
312 STUART 3RD FLOOR, BOSTON, MA 02116
DIRECTOR0.25$0
MARY E LORD
312 STUART 3RD FLOOR, BOSTON, MA 02116
DIRECTOR0.25$0

Address and contacts

Address (IRS master file)
312 STUART STREET 3RD FLOOR, BOSTON, MA 02116-5242
In care of
% RAPHAEL AND RAPHAEL LLP
Signed the 990-PF
MARCIA ROEHR, OFFICER
Phone
(617) 210-1200
Return prepared by
RAPHAEL AND RAPHAEL 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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
22-2777634
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
1987
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$1,098,950
Income (IRS master file)
$439,405

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$158,747$99,959$1,098,950XML
990-PFJune 2024$88,502$86,733$1,040,162XML
990-PFJune 2023$75,911$92,463$1,038,393XML
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS
990-PFJune 2019–––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 22-2777634).

Questions about ROEHR FAMILY FOUNDATION INC

What is the EIN of ROEHR FAMILY FOUNDATION INC?
The employer identification number (EIN) of ROEHR FAMILY FOUNDATION INC is 22-2777634.
Is ROEHR FAMILY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
Are donations to ROEHR FAMILY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ROEHR FAMILY FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of ROEHR FAMILY FOUNDATION INC due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ROEHR FAMILY FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2025.
Who are the officers and directors of ROEHR FAMILY FOUNDATION INC?
The 990-PF for the year ended June 30, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does ROEHR FAMILY FOUNDATION INC have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $158,747, expenses of $99,959 and total assets of $1,098,950 at year end.

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