Nonprofit · EIN 31-1484185
J FREDERICK & HELEN B VOGEL CHARITABLE TR UW 022390
Also known as FRY W ROGER TTEE
Tax-exempt · CINCINNATI, OH 45202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $273,269 | $179,401 | $93,868 | $2,432,178 | $0 | $2,432,178 |
| December 31, 2024 | 990-PF | $446,172 | $193,286 | $252,886 | $2,339,754 | $0 | $2,339,754 |
| December 31, 2023 | 990-PF | -$24,807 | $115,127 | -$139,934 | $2,085,375 | $0 | $2,085,375 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $72,622
- Interest
- $8
- Net gain from sales of assets
- $200,639
Expenses
- Grants and similar amounts paid
- $108,000
- Compensation of officers, directors and key employees
- $35,249
- Disbursements for charitable purposes
- $133,321
- Excise tax on investment income
- $3,158
Balance sheet and other
- Total assets, start of year
- $2,339,754
- Total assets, end of year
- $2,432,178
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,432,178
- Fair market value of assets
- $2,978,843
- Qualifying distributions
- $133,321
- Net investment income
- $273,269
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 |
|---|---|---|---|
| WILLIAM H FRY 600 VINE STREET SUITE 2650, CINCINNATI, OH 45202 | TRUSTEE | 1.5 | $35,249 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM H FRY 600 VINE STREET SUITE 2650, CINCINNATI, OH 45202 | TRUSTEE | 1.5 | $32,508 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM H FRY 600 VINE STREET SUITE 2650, CINCINNATI, OH 45202 | TRUSTEE | 1.5 | $28,372 |
Address and contacts
- Address (IRS master file)
- 600 VINE ST STE 2650, CINCINNATI, OH 45202-2474
- Signed the 990-PF
- WILLIAM H FRY, TRUSTEE
- Phone
- (513) 381-9200
- Return prepared by
- SEIBEL & KATZ CPAS
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
- 31-1484185
- 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
- 1997
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $2,432,178
- Income (IRS master file)
- $2,099,751
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $273,269 | $179,401 | $2,432,178 | IRS |
| 990-PF | December 2024 | $446,172 | $193,286 | $2,339,754 | IRS |
| 990-PF | December 2023 | -$24,807 | $115,127 | $2,085,375 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 31-1484185).
Questions about J FREDERICK & HELEN B VOGEL CHARITABLE TR UW 022390
- What is the EIN of J FREDERICK & HELEN B VOGEL CHARITABLE TR UW 022390?
- The employer identification number (EIN) of J FREDERICK & HELEN B VOGEL CHARITABLE TR UW 022390 is 31-1484185.
- Is J FREDERICK & HELEN B VOGEL CHARITABLE TR UW 022390 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to J FREDERICK & HELEN B VOGEL CHARITABLE TR UW 022390 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does J FREDERICK & HELEN B VOGEL CHARITABLE TR UW 022390 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of J FREDERICK & HELEN B VOGEL CHARITABLE TR UW 022390 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 J FREDERICK & HELEN B VOGEL CHARITABLE TR UW 022390 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 J FREDERICK & HELEN B VOGEL CHARITABLE TR UW 022390?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $35,249 (WILLIAM H FRY, TRUSTEE).
- How much revenue does J FREDERICK & HELEN B VOGEL CHARITABLE TR UW 022390 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $273,269, expenses of $179,401 and total assets of $2,432,178 at year end.
Other nonprofits in CINCINNATI
- GREATER CINCINNATI FOUNDATION EIN 31-0669700 · last filed 990 for 2024
- UNIVERSITY OF CINCINNATI FOUNDATION EIN 31-0896555 · last filed 990 for 2025
- JOHNSON CHARITABLE GIFT FUND EIN 30-0233491 · last filed 990 for 2025
- MILLSTONE FUND EIN 83-4320073 · last filed 990-PF for 2025
- STRIVETOGETHER INC EIN 81-3380647 · last filed 990 for 2025
- YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER CINCINNATI EIN 31-0537178 · last filed 990 for 2025
- UNITED WAY OF GREATER CINCINNATI EIN 31-0537502 · last filed 990 for 2025
- JEWISH FOUNDATION OF CINCINNATI EIN 31-1451489 · last filed 990-PF for 2025
All nonprofits in CINCINNATI · Ohio · Philanthropy, voluntarism and grantmaking foundations