Nonprofit · EIN 31-6169026
HELEN L ROTTERMAN TRUST UW
Also known as ROTTERMAN MARIE TTEE
Tax-exempt · BROOKLYN, OH 44144
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $44,763 | $47,494 | -$2,731 | $605,148 | $0 | $605,148 |
| December 31, 2024 | 990-PF | $32,566 | $42,991 | -$10,425 | $607,998 | $0 | $607,998 |
| December 31, 2023 | 990-PF | $29,657 | $44,182 | -$14,525 | $618,421 | $0 | $618,421 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $18,264
- Net gain from sales of assets
- $26,499
Expenses
- Grants and similar amounts paid
- $32,753
- Compensation of officers, directors and key employees
- $10,378
- Disbursements for charitable purposes
- $38,732
- Excise tax on investment income
- $510
Balance sheet and other
- Total assets, start of year
- $607,998
- Total assets, end of year
- $605,148
- Total liabilities, end of year
- $0
- Net assets, end of year
- $605,148
- Fair market value of assets
- $686,087
- Qualifying distributions
- $38,732
- Net investment income
- $44,763
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 |
|---|---|---|---|
| KEYBANK N A 127 PUBLIC SQUARE, CLEVELAND, OH 44114 | TRUSTEE | 1 | $10,378 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEYBANK N A 127 PUBLIC SQUARE, CLEVELAND, OH 44144 | TRUSTEE | 1 | $10,042 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEYBANK NATIONAL ASSOCIATION 10 W SECOND ST 26TH FLOOR, DAYTON, OH 45402 | TRUSTEE | 1 | $9,637 |
Address and contacts
- Address (IRS master file)
- 4900 TIEDEMAN ROAD OH-01-49-0381, BROOKLYN, OH 44144-2338
- Signed the 990-PF
- KEYBANK BY JOSEPH VELKOS, VICE PRESIDENT
- Phone
- (866) 238-8650
- 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 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
- 31-6169026
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $605,148
- Income (IRS master file)
- $77,148
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $44,763 | $47,494 | $605,148 | IRS |
| 990-PF | December 2024 | $32,566 | $42,991 | $607,998 | IRS |
| 990-PF | December 2023 | $29,657 | $44,182 | $618,421 | 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 31-6169026).
Questions about HELEN L ROTTERMAN TRUST UW
- What is the EIN of HELEN L ROTTERMAN TRUST UW?
- The employer identification number (EIN) of HELEN L ROTTERMAN TRUST UW is 31-6169026.
- Is HELEN L ROTTERMAN TRUST UW tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does HELEN L ROTTERMAN TRUST UW file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HELEN L ROTTERMAN TRUST UW 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 HELEN L ROTTERMAN TRUST UW 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 HELEN L ROTTERMAN TRUST UW?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $10,378 (KEYBANK N A, TRUSTEE).
- How much revenue does HELEN L ROTTERMAN TRUST UW have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $44,763, expenses of $47,494 and total assets of $605,148 at year end.
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