Nonprofit · EIN 93-2379412
RONALD AND FLORENCE KOETTERS FOUNDATION
Tax-exempt · CINCINNATI, OH 45236
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $23,594,202 | $1,890,150 | $21,704,052 | $30,784,893 | $0 | $30,784,893 |
| December 31, 2023 | 990-PF | $17,845,509 | $23,455 | $17,822,054 | $12,195,054 | $0 | $12,195,054 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $15,011,589
- Dividends
- $479,982
- Net gain from sales of assets
- $8,102,631
Expenses
- Grants and similar amounts paid
- $1,725,781
- Compensation of officers, directors and key employees
- $61,507
- Disbursements for charitable purposes
- $1,754,044
- Excise tax on investment income
- $117,894
Balance sheet and other
- Total assets, start of year
- $12,195,054
- Total assets, end of year
- $30,784,893
- Total liabilities, end of year
- $0
- Net assets, end of year
- $30,784,893
- Fair market value of assets
- $30,784,893
- Qualifying distributions
- $1,754,044
- Net investment income
- $8,582,613
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THOMAS JOHNSON 7755 MONTGOMERY ROAD SUITE 400, CINCINNATI, OH 45236 | DIRECTOR | 1 | $0 |
| TARA N ADAMS 7755 MONTGOMERY ROAD SUITE 400, CINCINNATI, OH 45236 | SECRETARY AND TREASURER | 1 | $0 |
| MICHAEL D BARNES 7755 MONTGOMERY ROAD SUITE 400, CINCINNATI, OH 45236 | PRESIDENT | 1 | $0 |
| JOSEPH L KOETTERS II 7755 MONTGOMERY ROAD SUITE 400, CINCINNATI, OH 45236 | DIRECTOR | 1 | $0 |
| JEROME J CORBETT JR 7755 MONTGOMERY ROAD SUITE 400, CINCINNATI, OH 45236 | DIRECTOR | 1 | $0 |
| FLORENCE C KOETTERS 7755 MONTGOMERY ROAD SUITE 400, CINCINNATI, OH 45236 | DIRECTOR | 1 | $0 |
| DAVID R VALZ 312 WALNUT ST 20TH FLOOR, CINCINNATI, OH 45202 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FLORENCE C KOETTERS 7755 MONTGOMERY ROAD SUITE 400, CINCINNATI, OH 45236 | DIRECTOR | 1 | $0 |
| JOSEPH L KOETTERS II 7755 MONTGOMERY ROAD SUITE 400, CINCINNATI, OH 45236 | DIRECTOR | 1 | $0 |
| JEROME J CORBETT JR 7755 MONTGOMERY ROAD SUITE 400, CINCINNATI, OH 45236 | DIRECTOR | 1 | $0 |
| DAVID R VALZ 312 WALNUT STREET SUITE 2000, CINCINNATI, OH 45202 | DIRECTOR | 1 | $0 |
| MICHAEL D BARNES 7755 MONTGOMERY ROAD SUITE 400, CINCINNATI, OH 45236 | PRESIDENT | 1 | $0 |
| TARA N ADAMS 7755 MONTGOMERY ROAD SUITE 400, CINCINNATI, OH 45236 | SECRETARY AND TREASURER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 7755 MONTGOMERY RD STE 400, CINCINNATI, OH 45236-4197
- Signed the 990-PF
- TARA ADAMS, SECRETARY AND TREASURER
- Phone
- (513) 352-6645
- Return prepared by
- DELOITTE 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 | Not 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
- 93-2379412
- 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
- 2023
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $30,784,893
- Income (IRS master file)
- $32,193,701
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $23,594,202 | $1,890,150 | $30,784,893 | IRS |
| 990-PF | December 2023 | $17,845,509 | $23,455 | $12,195,054 | XML |
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 93-2379412).
Questions about RONALD AND FLORENCE KOETTERS FOUNDATION
- What is the EIN of RONALD AND FLORENCE KOETTERS FOUNDATION?
- The employer identification number (EIN) of RONALD AND FLORENCE KOETTERS FOUNDATION is 93-2379412.
- Is RONALD AND FLORENCE KOETTERS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
- Are donations to RONALD AND FLORENCE KOETTERS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does RONALD AND FLORENCE KOETTERS FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of RONALD AND FLORENCE KOETTERS FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did RONALD AND FLORENCE KOETTERS FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of RONALD AND FLORENCE KOETTERS FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
- How much revenue does RONALD AND FLORENCE KOETTERS FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $23,594,202, expenses of $1,890,150 and total assets of $30,784,893 at year end.
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All nonprofits in CINCINNATI · Ohio · Philanthropy, voluntarism and grantmaking foundations