Nonprofit · EIN 31-1105985
ROEMER-ELROD TRUST FUND FOR THE HANDICAPPED
Tax-exempt · BOWLING GREEN, KY 42103
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990-PF | $16,117 | $8,453 | $7,664 | $218,813 | $0 | $218,813 |
| March 31, 2025 | 990-PF | $12,277 | $11,171 | $1,106 | $218,031 | $0 | $218,031 |
| March 31, 2024 | 990-PF | $10,144 | $14,058 | -$3,914 | $218,297 | $0 | $218,297 |
Financial details: 990-PF for the year ended March 31, 2026
Revenue
- Dividends
- $8,331
- Net gain from sales of assets
- $7,786
Expenses
- Grants and similar amounts paid
- $3,000
- Compensation of officers, directors and key employees
- $2,413
- Disbursements for charitable purposes
- $5,432
- Excise tax on investment income
- $182
Balance sheet and other
- Total assets, start of year
- $218,031
- Total assets, end of year
- $218,813
- Total liabilities, end of year
- $0
- Net assets, end of year
- $218,813
- Fair market value of assets
- $264,645
- Qualifying distributions
- $5,432
- Net investment income
- $16,117
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 March 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRANKLIN BANK TRUST COMPANY 398 LOVERS LANE, BOWLING GREEN, KY 42103 | TRUSTEE | 3 | $0 |
990-PF for the year ended March 31, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRANKLIN BANK TRUST COMPANY 398 LOVERS LANE, BOWLING GREEN, KY 42103 | TRUSTEE | 3 | $0 |
990-PF for the year ended March 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRANKLIN BANK TRUST COMPANY 398 LOVERS LANE, BOWLING GREEN, KY 42103 | TRUSTEE | 3 | $0 |
Address and contacts
- Address (IRS master file)
- 398 LOVERS LANE A, BOWLING GREEN, KY 42103-7978
- In care of
- % PNC BANK NA
- Signed the 990-PF
- GUY WAGGONER, SR TRUST OFFICER
- Phone
- (270) 901-4384
- Return prepared by
- CRI ADVISORS LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | 990-PF on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990-PF on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990-PF on file |
IRS record
- EIN
- 31-1105985
- 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
- 1984
- Accounting year ends
- March
- Files
- Form 990-PF
- Assets (IRS master file)
- $218,813
- Income (IRS master file)
- $23,281
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2026 | $16,117 | $8,453 | $218,813 | XML |
| 990-PF | March 2025 | $12,277 | $11,171 | $218,031 | XML |
| 990-PF | March 2024 | $10,144 | $14,058 | $218,297 | XML |
| 990-PF | March 2023 | – | – | – | IRS |
| 990-PF | March 2022 | – | – | – | IRS |
| 990-PF | March 2021 | – | – | – | IRS |
| 990-PF | March 2020 | – | – | – | IRS |
| 990-PF | March 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 31-1105985).
Questions about ROEMER-ELROD TRUST FUND FOR THE HANDICAPPED
- What is the EIN of ROEMER-ELROD TRUST FUND FOR THE HANDICAPPED?
- The employer identification number (EIN) of ROEMER-ELROD TRUST FUND FOR THE HANDICAPPED is 31-1105985.
- Is ROEMER-ELROD TRUST FUND FOR THE HANDICAPPED tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
- Are donations to ROEMER-ELROD TRUST FUND FOR THE HANDICAPPED tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROEMER-ELROD TRUST FUND FOR THE HANDICAPPED file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROEMER-ELROD TRUST FUND FOR THE HANDICAPPED due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROEMER-ELROD TRUST FUND FOR THE HANDICAPPED last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended March 2026.
- Who are the officers and directors of ROEMER-ELROD TRUST FUND FOR THE HANDICAPPED?
- The 990-PF for the year ended March 31, 2026 lists 1 person; 0 received compensation from the organization.
- How much revenue does ROEMER-ELROD TRUST FUND FOR THE HANDICAPPED have?
- On its 990-PF for the year ended March 31, 2026 it reported revenue of $16,117, expenses of $8,453 and total assets of $218,813 at year end.
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