Nonprofit · EIN 34-7022152
R AND M FOUNDATION
Also known as PETERSON RAYMOND W CO-TTEE
Tax-exempt · LAKE MILTON, OH 44429
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $145,163 | $144,201 | $962 | $1,838,382 | $0 | $1,838,382 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $48,453
- Interest
- $1,164
- Net gain from sales of assets
- $95,546
Expenses
- Grants and similar amounts paid
- $111,970
- Disbursements for charitable purposes
- $118,709
- Excise tax on investment income
- $1,680
Balance sheet and other
- Total assets, start of year
- $1,837,420
- Total assets, end of year
- $1,838,382
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,838,382
- Fair market value of assets
- $2,560,921
- Qualifying distributions
- $118,709
- Net investment income
- $145,163
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 |
|---|---|---|---|
| AMY P FRIEDRICH 1364 MOONMIST DRIVE, SARASOTA, FL 34242 | TRUSTEE | 0 | $0 |
| PETER ELLIOTT 7762 HILLMONT DR, OAKLAND, CA 94605 | TRUSTEE | 0 | $0 |
| EMILY SAGLE 155 NEW HOPE CHURCH RD, FREDERICKSBURG, VA 22405 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- C/O AMY P FRIEDRICH 88 RED DOG LN, LAKE MILTON, OH 44429-0000
- In care of
- % MARIE PETERSON TTEE
- Signed the 990-PF
- AMY P FRIEDRICH, TRUSTEE
- Phone
- (330) 501-1139
- Return prepared by
- SCHROEDEL SCULLIN & BESTIC 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 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
- 34-7022152
- 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
- 1995
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22Z)
- Assets (IRS master file)
- $1,838,382
- Income (IRS master file)
- $1,193,027
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | – | – | – | IRS |
| 990-PF | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $129,084 | $127,135 | $1,827,108 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about R AND M FOUNDATION
- What is the EIN of R AND M FOUNDATION?
- The employer identification number (EIN) of R AND M FOUNDATION is 34-7022152.
- Is R AND M FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to R AND M FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does R AND M FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of R AND M FOUNDATION 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 R AND M FOUNDATION 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 R AND M FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does R AND M FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $145,163, expenses of $144,201 and total assets of $1,838,382 at year end.
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All nonprofits in LAKE MILTON · Ohio · Philanthropy, voluntarism and grantmaking foundations