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Nonprofit · EIN 31-1255004

WILLIAM S ROWE FOUNDATION

Tax-exempt · CINCINNATI, OH 45263

Financials

$59K$131K2022$293K$154K2023$327K$444K2024
Revenue Expenses · by fiscal year end
Financials of WILLIAM S ROWE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$326,909$443,930-$117,021$997,104$0$997,104
September 30, 2024990-PF$293,409$153,813$139,596$1,114,125$0$1,114,125
September 30, 2023990-PF$59,419$130,623-$71,204$974,531$0$974,531
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Dividends
$28,221
Net gain from sales of assets
$298,688

Expenses

Grants and similar amounts paid
$405,000
Disbursements for charitable purposes
$407,549
Excise tax on investment income
$4,114

Balance sheet and other

Total assets, start of year
$1,114,125
Total assets, end of year
$997,104
Total liabilities, end of year
$0
Net assets, end of year
$997,104
Fair market value of assets
$2,766,510
Qualifying distributions
$407,549
Net investment income
$326,909

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 September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
Phillip C Long
P O BOX 630858, Cincinnati, OH 45263
Chairman1$0
Whitney Long
P O BOX 630858, Cincinnati, OH 45263
Vice Chairman1$0
George A Schaefer Jr
P O BOX 630858, Cincinnati, OH 45263
Treasurer1$0
Carolyn McCoy
P O BOX 630858, Cincinnati, OH 45263
Secretary1$0
990-PF for the year ended September 30, 2024: 4 people
NameTitleHours / weekCompensation
Phillip C Long
P O BOX 630858, Cincinnati, OH 45263
Chairman1$0
Whitney Long
P O BOX 630858, Cincinnati, OH 45263
Vice Chairman1$0
George A Schaefer Jr
P O BOX 630858, Cincinnati, OH 45263
Treasurer1$0
Carolyn McCoy
P O BOX 630858, Cincinnati, OH 45263
Secretary1$0
990-PF for the year ended September 30, 2023: 4 people
NameTitleHours / weekCompensation
Phillip C Long
P O BOX 630858, Cincinnati, OH 45263
Chairman1$0
Whitney Long
P O BOX 630858, Cincinnati, OH 45263
Vice Chairman1$0
George A Schaefer Jr
P O BOX 630858, Cincinnati, OH 45263
Treasurer1$0
Carolyn McCoy
P O BOX 630858, Cincinnati, OH 45263
Secretary1$0

Address and contacts

Address (IRS master file)
PO BOX 630858, CINCINNATI, OH 45263-0858
In care of
% 5TH 3RD BANK
Signed the 990-PF
CAROLYN MCCOY, SECRETARY
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 September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 15, 2027Not due yet
2024September 30, 2025February 16, 2026990-PF on file
2023September 30, 2024February 17, 2025990-PF on file

IRS record

EIN
31-1255004
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
1989
Accounting year ends
September
Files
Form 990-PF
Assets (IRS master file)
$997,104
Income (IRS master file)
$499,983

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025$326,909$443,930$997,104XML
990-PFSeptember 2024$293,409$153,813$1,114,125XML
990-PFSeptember 2023$59,419$130,623$974,531XML
990-PFSeptember 2022–––IRS
990-PFSeptember 2021–––IRS
990-PFSeptember 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 31-1255004).

Questions about WILLIAM S ROWE FOUNDATION

What is the EIN of WILLIAM S ROWE FOUNDATION?
The employer identification number (EIN) of WILLIAM S ROWE FOUNDATION is 31-1255004.
Is WILLIAM S ROWE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
Are donations to WILLIAM S ROWE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WILLIAM S ROWE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of WILLIAM S ROWE FOUNDATION due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did WILLIAM S ROWE FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended September 2025.
Who are the officers and directors of WILLIAM S ROWE FOUNDATION?
The 990-PF for the year ended September 30, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does WILLIAM S ROWE FOUNDATION have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $326,909, expenses of $443,930 and total assets of $997,104 at year end.

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