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Nonprofit · EIN 83-1896563

B-GIVING ROETZEL FAMILY FOUNDATION INC

Tax-exempt · CENTERVILLE, UT 84014

Financials

$242K$46K2023$260K$42K2024$47K$68K2025
Revenue Expenses · by fiscal year end
Financials of B-GIVING ROETZEL FAMILY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$47,286$67,875-$20,589$1,499,043$0$1,499,043
December 31, 2024990-PF$260,156$42,059$218,097$1,519,632$0$1,519,632
December 31, 2023990-PF$242,322$46,453$195,869$1,301,535$0$1,301,535
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Interest
$47,286

Expenses

Grants and similar amounts paid
$65,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$65,824
Excise tax on investment income
$646

Balance sheet and other

Total assets, start of year
$1,519,632
Total assets, end of year
$1,499,043
Total liabilities, end of year
$0
Net assets, end of year
$1,499,043
Fair market value of assets
$1,499,043
Qualifying distributions
$65,824
Net investment income
$47,286

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.

NameTitleHours / weekCompensation
BOBBY ROETZEL
520 N MARKETPLACE DRIVE SUITE 120, CENTERVILLE, UT 84014
CO-PRESIDENT0$0
CHARLENE ROETZEL
520 N MARKETPLACE DRIVE SUITE 120, CENTERVILLE, UT 84014
CO-PRESIDENT0$0
BRITTNEY ROETZEL HANSEN
520 N MARKETPLACE DRIVE SUITE 120, CENTERVILLE, UT 84014
TREASURER0$0
NATALIE ROETZEL OSSENFORT
520 N MARKETPLACE DRIVE SUITE 120, CENTERVILLE, UT 84014
SECRETARY0$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
Bobby Roetzel
520 N Marketplace Drive Suite 120, Centerville, UT 84014
Co-President0$0
Charlene Roetzel
520 N Marketplace Drive Suite 120, Centerville, UT 84014
Co-President0$0
Brittney Roetzel Hansen
520 N Marketplace Drive Suite 120, Centerville, UT 84014
Treasurer0$0
Natalie Roetzel Ossenfort
520 N Marketplace Drive Suite 120, Centerville, UT 84014
Secretary0$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
BOBBY ROETZEL
520 N MARKETPLACE DRIVE SUITE 120, CENTERVILLE, UT 84014
CO-PRESIDENT0$0
CHARLENE ROETZEL
520 N MARKETPLACE DRIVE SUITE 120, CENTERVILLE, UT 84014
CO-PRESIDENT0$0
NATALIE ROETZEL OSSENFORT
520 N MARKETPLACE DRIVE SUITE 120, CENTERVILLE, UT 84014
SECRETARY0$0
BRITTNEY ROETZEL HANSEN
520 N MARKETPLACE DRIVE SUITE 120, CENTERVILLE, UT 84014
TREASURER0$0

Address and contacts

Address (IRS master file)
520 N MARKETPLACE DRIVE, CENTERVILLE, UT 84014-4901
In care of
% BOBBY ROETZEL
Signed the 990-PF
BOBBY CHARLENE ROETZEL, CO-PRESIDENT
Phone
(801) 710-5628
Return prepared by
APRIO ADVISORY GROUP 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
83-1896563
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
2019
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,499,043
Income (IRS master file)
$47,286

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$47,286$67,875$1,499,043IRS
990-PFDecember 2024$260,156$42,059$1,519,632IRS
990-PFDecember 2023$242,322$46,453$1,301,535XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 83-1896563).

Questions about B-GIVING ROETZEL FAMILY FOUNDATION INC

What is the EIN of B-GIVING ROETZEL FAMILY FOUNDATION INC?
The employer identification number (EIN) of B-GIVING ROETZEL FAMILY FOUNDATION INC is 83-1896563.
Is B-GIVING ROETZEL FAMILY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
Are donations to B-GIVING ROETZEL FAMILY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does B-GIVING ROETZEL FAMILY FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of B-GIVING ROETZEL FAMILY FOUNDATION INC 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 B-GIVING ROETZEL FAMILY FOUNDATION INC 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 B-GIVING ROETZEL FAMILY FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does B-GIVING ROETZEL FAMILY FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $47,286, expenses of $67,875 and total assets of $1,499,043 at year end.

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