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Nonprofit · EIN 31-6025254

CHARLES P TAFT MEMORIAL FUND

Tax-exempt · CINCINNATI, OH 45215

Financials

$14.1M$6.6M2023$18.9M$7M2024
Revenue Expenses · by fiscal year end
Financials of CHARLES P TAFT MEMORIAL FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$18,941,756$7,028,476$11,913,280$216,759,535$0$216,759,535
June 30, 2024990$14,120,336$6,607,976$7,512,360$204,835,425$0$204,835,425
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$18,941,756
Net gain from sales of assets
$9,942,412
Other revenue
$0

Expenses

Grants and similar amounts paid
$5,894,244
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$12,500
Accounting fees
$5,103
Program services (functional)
$7,000,512
Management and general (functional)
$27,964

Balance sheet and other

Total assets, start of year
$204,835,425
Total assets, end of year
$216,759,535
Total liabilities, end of year
$0
Net assets, end of year
$216,759,535
Publicly traded securities
$193,583,677
Gross receipts
$19,467,551
Employees
0
Year formed
1930
State of legal domicile
OH

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 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
DUDLEY S TAFTCHAIRMAN
Officer
1$0
ROBERT E RICHSECRETARY-TREASURER
Officer
2$0
ROBERT L LAWRENCEBOARD MEMBER
Officer
1$0
ELLIE T WALLACEBOARD MEMBER
Officer
1$0
GEORGE A SCHAEFER JRBOARD MEMBER
Officer
1$0
ANN SANTENBOARD MEMBER
Officer
1$0
LLOYD A SEMPLEBOARD MEMBER
Officer
1$0
DUDLEY S TAFT JRBOARD MEMBER
Officer
1$0
990 for the year ended June 30, 2024: 8 people
NameTitleHours / weekCompensation
DUDLEY S TAFTCHAIRMAN
Officer
1$0
ROBERT E RICHSECRETARY-TREASURER
Officer
2$0
ROBERT L LAWRENCEBOARD MEMBER
Officer
1$0
ELLIE T WALLACEBOARD MEMBER
Officer
1$0
GEORGE A SCHAEFER JRBOARD MEMBER
Officer
1$0
ANN SANTENBOARD MEMBER
Officer
1$0
LLOYD A SEMPLEBOARD MEMBER
Officer
1$0
DUDLEY S TAFT JRBOARD MEMBER
Officer
1$0

Address and contacts

Address (IRS master file)
ROBERT RICH SEC TREASR 215 HILLT, CINCINNATI, OH 45215-0000
In care of
% ROBERT E RICH
Signed the 990
ROBERT E RICH, SEC. & TREASR.
Phone
(859) 466-9608
Return prepared by
ERNST & YOUNG US LLP

Mission

TO PROVIDE ASSISTANCE TO THE UNIVERSITY OF CINCINNATI DEPARTMENTS OF CLASSICS AND HUMANITIES

990 for the year ended June 30, 2025

Program accomplishments

  • DISTRIBUTES TO VARIOUS DEPARTMENTS OF THE UNIVERSITY OF CINCINNATI AS DIRECTED BY THE GOVERNING DOCUMENT.
    Expenses $7,000,512 · grants $5,894,244

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
31-6025254
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
1977
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B110)
Assets (IRS master file)
$216,759,535
Income (IRS master file)
$19,467,551

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$18,941,756$7,028,476$216,759,535XML
990June 2024$14,120,336$6,607,976$204,835,425XML
990June 2023$10,939,862$6,335,791$197,386,443IRS
990June 2022–––IRS
990June 2021–––IRS
990June 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 31-6025254).

Questions about CHARLES P TAFT MEMORIAL FUND

What is the EIN of CHARLES P TAFT MEMORIAL FUND?
The employer identification number (EIN) of CHARLES P TAFT MEMORIAL FUND is 31-6025254.
Is CHARLES P TAFT MEMORIAL FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1977.
Are donations to CHARLES P TAFT MEMORIAL FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does CHARLES P TAFT MEMORIAL FUND file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of CHARLES P TAFT MEMORIAL FUND due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CHARLES P TAFT MEMORIAL FUND last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who are the officers and directors of CHARLES P TAFT MEMORIAL FUND?
The 990 for the year ended June 30, 2025 lists 8 people; 0 received compensation from the organization.
How much revenue does CHARLES P TAFT MEMORIAL FUND have?
On its 990 for the year ended June 30, 2025 it reported revenue of $18,941,756, expenses of $7,028,476 and total assets of $216,759,535 at year end.

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