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Nonprofit · EIN 25-6232091

ROESCH FAMILY CHARIABLE TRUST

Tax-exempt · CINCINNATI, OH 45263

Financials

$65K$174K2023$76K$189K2024$80K$182K2025
Revenue Expenses · by fiscal year end
Financials of ROESCH FAMILY CHARIABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$80,268$182,118-$101,850$1,764,540$0$1,764,540
December 31, 2024990-PF$76,308$189,218-$112,910$1,866,591$0$1,866,591
December 31, 2023990-PF$64,613$173,894-$109,281$1,979,490$0$1,979,490
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$52,836
Net gain from sales of assets
$27,407
Other income
$25

Expenses

Grants and similar amounts paid
$125,000
Compensation of officers, directors and key employees
$53,388
Disbursements for charitable purposes
$140,733
Excise tax on investment income
$502

Balance sheet and other

Total assets, start of year
$1,866,591
Total assets, end of year
$1,764,540
Total liabilities, end of year
$0
Net assets, end of year
$1,764,540
Fair market value of assets
$2,528,296
Qualifying distributions
$140,733
Net investment income
$77,023

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
FIFTH THIRD BANK N A
21 E STATE ST, COLUMBUS, OH 43215
CO-TRUSTEE1$35,603
JAMES FERGUSON
5436 ALBEMARLE AVE, PITTSBURGH, PA 15217
CO-TRUSTEE1$17,785
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
FIFTH THIRD BANK N A
21 E STATE ST, COLUMBUS, OH 43215
CO-TRUSTEE1$34,532
JAMES FERGUSON
5436 ALBEMARLE AVE, PITTSBURGH, PA 15217
CO-TRUSTEE1$17,123
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
FIFTH THIRD BANK N A
21 E STATE ST, COLUMBUS, OH 43215
CO-TRUSTEE1$32,196
JAMES FERGUSON
5436 ALBEMARLE AVE, PITTSBURGH, PA 15217
CO-TRUSTEE1$16,100

Address and contacts

Address (IRS master file)
PO BOX 630858, CINCINNATI, OH 45263-0858
In care of
% FIFTH THIRD BANK TTEE
Signed the 990-PF
MATTHEW CAROTHERS, Trustee
Phone
(513) 534-5310
Return prepared by
PWC US 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 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
25-6232091
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
1983
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,764,540
Income (IRS master file)
$244,677

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$80,268$182,118$1,764,540IRS
990-PFDecember 2024$76,308$189,218$1,866,591XML
990-PFDecember 2023$64,613$173,894$1,979,490XML
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 25-6232091).

Questions about ROESCH FAMILY CHARIABLE TRUST

What is the EIN of ROESCH FAMILY CHARIABLE TRUST?
The employer identification number (EIN) of ROESCH FAMILY CHARIABLE TRUST is 25-6232091.
Is ROESCH FAMILY CHARIABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1983.
Are donations to ROESCH FAMILY CHARIABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ROESCH FAMILY CHARIABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of ROESCH FAMILY CHARIABLE TRUST 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 ROESCH FAMILY CHARIABLE TRUST 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 ROESCH FAMILY CHARIABLE TRUST?
The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $35,603 (FIFTH THIRD BANK N A, CO-TRUSTEE).
How much revenue does ROESCH FAMILY CHARIABLE TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $80,268, expenses of $182,118 and total assets of $1,764,540 at year end.

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