Nonprofit · EIN 38-6720940
OTTO AND HELEN ROETHKE MEMORIAL SCHOLARSHIP FUND
Tax-exempt · COLUMBUS, OH 43216
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990-PF | $8,392 | $6,905 | $1,487 | $109,996 | $0 | $109,996 |
| July 31, 2024 | 990-PF | $10,753 | $8,473 | $2,280 | $108,690 | $0 | $108,690 |
Financial details: 990-PF for the year ended July 31, 2025
Revenue
- Dividends
- $4,159
- Net gain from sales of assets
- $4,233
Expenses
- Grants and similar amounts paid
- $1,500
- Compensation of officers, directors and key employees
- $4,000
- Disbursements for charitable purposes
- $5,950
- Excise tax on investment income
- $105
Balance sheet and other
- Total assets, start of year
- $108,690
- Total assets, end of year
- $109,996
- Total liabilities, end of year
- $0
- Net assets, end of year
- $109,996
- Fair market value of assets
- $158,753
- Qualifying distributions
- $5,950
- Net investment income
- $8,392
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 |
|---|---|---|---|
| HUNTINGTON NATIONAL BANK PO BOX 1558 DEPT EA5W86, COLUMBUS, OH 43216 | TRUSTEE | 1 | $4,000 |
990-PF for the year ended July 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HUNTINGTON NATIONAL BANK PO BOX 1558 DEPT EA5W86, COLUMBUS, OH 43216 | TRUSTEE | 1 | $4,000 |
Address and contacts
- Address (IRS master file)
- PO BOX 1558, COLUMBUS, OH 43216-1558
- In care of
- % CITIZENS BANK WEALTH MANAGEMENT N
- Signed the 990-PF
- HUNTINGTON NATIONAL BANK, VICE PRESIDENT
- Phone
- (989) 776-1416
- 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 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
- 38-6720940
- 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
- 1999
- Accounting year ends
- July
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $109,996
- Income (IRS master file)
- $13,501
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | July 2025 | $8,392 | $6,905 | $109,996 | XML |
| 990-PF | July 2024 | $10,753 | $8,473 | $108,690 | XML |
| 990-PF | July 2023 | – | – | – | IRS |
| 990-PF | July 2022 | – | – | – | IRS |
| 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 38-6720940).
Questions about OTTO AND HELEN ROETHKE MEMORIAL SCHOLARSHIP FUND
- What is the EIN of OTTO AND HELEN ROETHKE MEMORIAL SCHOLARSHIP FUND?
- The employer identification number (EIN) of OTTO AND HELEN ROETHKE MEMORIAL SCHOLARSHIP FUND is 38-6720940.
- Is OTTO AND HELEN ROETHKE MEMORIAL SCHOLARSHIP FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to OTTO AND HELEN ROETHKE MEMORIAL SCHOLARSHIP FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does OTTO AND HELEN ROETHKE MEMORIAL SCHOLARSHIP FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of OTTO AND HELEN ROETHKE MEMORIAL SCHOLARSHIP FUND 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 OTTO AND HELEN ROETHKE MEMORIAL SCHOLARSHIP FUND 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 OTTO AND HELEN ROETHKE MEMORIAL SCHOLARSHIP FUND?
- The 990-PF for the year ended July 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $4,000 (HUNTINGTON NATIONAL BANK, TRUSTEE).
- How much revenue does OTTO AND HELEN ROETHKE MEMORIAL SCHOLARSHIP FUND have?
- On its 990-PF for the year ended July 31, 2025 it reported revenue of $8,392, expenses of $6,905 and total assets of $109,996 at year end.
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