Nonprofit · EIN 31-1433628
MILDRED G ROBERTS CHARITABLE TR
Tax-exempt · MARIETTA, OH 45750
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $10,624 | $8,519 | $2,105 | $98,220 | $0 | $98,220 |
| December 31, 2024 | 990-PF | $8,338 | $7,777 | $561 | $96,116 | $0 | $96,116 |
| December 31, 2023 | 990-PF | $2,800 | $7,959 | -$5,159 | $95,586 | $0 | $95,586 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $3,589
- Net gain from sales of assets
- $7,035
Expenses
- Grants and similar amounts paid
- $5,118
- Compensation of officers, directors and key employees
- $2,000
- Disbursements for charitable purposes
- $6,181
- Excise tax on investment income
- $119
Balance sheet and other
- Total assets, start of year
- $96,116
- Total assets, end of year
- $98,220
- Total liabilities, end of year
- $0
- Net assets, end of year
- $98,220
- Fair market value of assets
- $141,154
- Qualifying distributions
- $6,181
- Net investment income
- $10,624
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PEOPLES BANK 138 PUTNAM STREET, MARIETTA, OH 45750 | TRUSTEE | 2 | $2,000 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PEOPLES BANK 138 PUTNAM STREET, MARIETTA, OH 45750 | TRUSTEE | 2 | $2,000 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PEOPLES BANK 138 PUTNAM STREET, MARIETTA, OH 45750 | TRUSTEE | 2 | $2,000 |
Address and contacts
- Address (IRS master file)
- 138 PUTNAM ST, MARIETTA, OH 45750-2923
- In care of
- % PEOPLES BANK NA
- Signed the 990-PF
- KELLI PARKS, Officer
- Phone
- (740) 374-6107
- Return prepared by
- ERNST & YOUNG US 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 31-1433628
- 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
- 2003
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Religion-related (X12)
- Assets (IRS master file)
- $98,220
- Income (IRS master file)
- $40,300
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $10,624 | $8,519 | $98,220 | IRS |
| 990-PF | December 2024 | $8,338 | $7,777 | $96,116 | IRS |
| 990-PF | December 2023 | $2,800 | $7,959 | $95,586 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 31-1433628).
Questions about MILDRED G ROBERTS CHARITABLE TR
- What is the EIN of MILDRED G ROBERTS CHARITABLE TR?
- The employer identification number (EIN) of MILDRED G ROBERTS CHARITABLE TR is 31-1433628.
- Is MILDRED G ROBERTS CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to MILDRED G ROBERTS CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MILDRED G ROBERTS CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MILDRED G ROBERTS CHARITABLE TR 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 MILDRED G ROBERTS CHARITABLE TR 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 MILDRED G ROBERTS CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $2,000 (PEOPLES BANK, TRUSTEE).
- How much revenue does MILDRED G ROBERTS CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $10,624, expenses of $8,519 and total assets of $98,220 at year end.
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