Nonprofit · EIN 31-6236156
HELEN L & MARIE F ROTTERMAN TR UW OF MARIE F ROTTERMAN
Tax-exempt · DAYTON, OH 45402
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990-PF | $288,979 | $346,202 | -$57,223 | $3,653,398 | $0 | $3,653,398 |
| July 31, 2024 | 990-PF | $191,549 | $220,409 | -$28,860 | $3,710,621 | $0 | $3,710,621 |
| July 31, 2022 | 990-PF | $1,249,548 | $242,669 | $1,006,879 | $3,874,181 | $0 | $3,874,181 |
Financial details: 990-PF for the year ended July 31, 2025
Revenue
- Dividends
- $105,598
- Interest
- $14,327
- Net gain from sales of assets
- $169,054
Expenses
- Grants and similar amounts paid
- $300,000
- Compensation of officers, directors and key employees
- $17,754
- Disbursements for charitable purposes
- $321,771
- Excise tax on investment income
- $3,677
Balance sheet and other
- Total assets, start of year
- $3,710,621
- Total assets, end of year
- $3,653,398
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,653,398
- Fair market value of assets
- $4,616,966
- Qualifying distributions
- $321,771
- Net investment income
- $288,979
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 July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SEBALY SHILLITO & DYER 220 EAST MONUMENT AVE, DAYTON, OH 45402 | TRUSTEE | 1 | $5,918 |
| MILDRED HUBLER 10 WILMINGTON PL STE 230E, DAYTON, OH 45420 | TRUSTEE | 1 | $5,918 |
| JAN S SCHEID 47 SPIREA DRIVE, DAYTON, OH 45419 | TRUSTEE | 4 | $5,918 |
990-PF for the year ended July 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SEBALY SHILLITO & DYER 1900 STRATACACHE TOWER, DAYTON, OH 45423 | TRUSTEE | 1 | $5,452 |
| MILDRED HUBLER 10 WILMINGTON PL STE 230E, DAYTON, OH 45420 | TRUSTEE | 1 | $5,452 |
| JAN S SCHEID 47 SPIREA DRIVE, DAYTON, OH 45419 | TRUSTEE | 4 | $5,452 |
990-PF for the year ended July 31, 2022: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFFREY B SHULMAN 1900 STRATACACHE TOWER, TOWERDAYTON, OH 45423 | TRUSTEE | 1 | $5,375 |
| MILDRED HUBLER 10 WILMINGTON PL STE 230E, DAYTON, OH 45420 | TRUSTEE | 1 | $5,375 |
| JAN S SCHEID 47 SPIREA DRIVE, DAYTON, OH 45419 | TRUSTEE | 4 | $5,375 |
Address and contacts
- Address (IRS master file)
- 220 EAST MONUMENT AVE, DAYTON, OH 45402-1287
- Signed the 990-PF
- JAN S SCHEID, TRUSTEE
- Phone
- (937) 222-2500
- Return prepared by
- Jan S Scheid CPA LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990-PF on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990-PF on file |
IRS record
- EIN
- 31-6236156
- 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
- 1983
- Accounting year ends
- July
- Files
- Form 990-PF
- Assets (IRS master file)
- $3,653,398
- Income (IRS master file)
- $1,608,384
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | July 2025 | $288,979 | $346,202 | $3,653,398 | XML |
| 990-PF | July 2024 | $191,549 | $220,409 | $3,710,621 | XML |
| 990-PF | July 2023 | – | – | – | IRS |
| 990-PF | July 2022 | $1,249,548 | $242,669 | $3,874,181 | XML |
| 990-PF | July 2021 | – | – | – | IRS |
| 990-PF | July 2019 | – | – | – | 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 31-6236156).
Questions about HELEN L & MARIE F ROTTERMAN TR UW OF MARIE F ROTTERMAN
- What is the EIN of HELEN L & MARIE F ROTTERMAN TR UW OF MARIE F ROTTERMAN?
- The employer identification number (EIN) of HELEN L & MARIE F ROTTERMAN TR UW OF MARIE F ROTTERMAN is 31-6236156.
- Is HELEN L & MARIE F ROTTERMAN TR UW OF MARIE F ROTTERMAN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1983.
- Are donations to HELEN L & MARIE F ROTTERMAN TR UW OF MARIE F ROTTERMAN tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HELEN L & MARIE F ROTTERMAN TR UW OF MARIE F ROTTERMAN file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HELEN L & MARIE F ROTTERMAN TR UW OF MARIE F ROTTERMAN due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HELEN L & MARIE F ROTTERMAN TR UW OF MARIE F ROTTERMAN last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended July 2025.
- Who are the officers and directors of HELEN L & MARIE F ROTTERMAN TR UW OF MARIE F ROTTERMAN?
- The 990-PF for the year ended July 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $5,918 (SEBALY SHILLITO & DYER, TRUSTEE).
- How much revenue does HELEN L & MARIE F ROTTERMAN TR UW OF MARIE F ROTTERMAN have?
- On its 990-PF for the year ended July 31, 2025 it reported revenue of $288,979, expenses of $346,202 and total assets of $3,653,398 at year end.
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