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  4. Helen L and Marie F Rotterman Trust Uw of M Rotterman
EIN 31-6236156

Helen L and Marie F Rotterman Trust Uw of M Rotterman

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Dayton
State
Ohio
Year formed
1983
Most recent tax filings
2024-07-01
NTEE code, primary
T20: Private Foundations
Description
Helen L and Marie F Rotterman Trust Uw of M Rotterman is a private foundation that primarily funds unrestricted scholarships. Grantees include Trinity University and others. It made six grants last year. It is located in Dayton, OH.
Total revenues
$191,549
2024
Total expenses
$220,409
2024
Total assets
$3,710,621
2024
Num. employees
0
2024

Grants made by Helen L and Marie F Rotterman Trust Uw of M Rotterman

GranteeGrant descriptionAmount
Trinity Washington UniversityUnrestricted$120,000
United States Catholic Conference / Maryknoll Fathers & Brothers CHR TRUnrestricted$20,000
Maryknoll Sisters Charitable TrustUnrestricted$10,000

Personnel at Helen L and Marie F Rotterman Trust Uw of M Rotterman

NameTitleCompensation
Jan S ScheidTrustee$4,827

Financials for Helen L and Marie F Rotterman Trust Uw of M Rotterman

RevenuesFYE 07/2024
Total grants, contributions, etc.$0
Investment income and dividends$119,901
Net rental income$0
Net gain from sale of non-inventory assets$71,648
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$191,549

Form 990s for Helen L and Marie F Rotterman Trust Uw of M Rotterman

Fiscal year endingDate received by IRSFormPDF link
2024-072024-09-17990PFView PDF
2023-072023-11-20990PFView PDF
2022-072022-09-15990PFView PDF
2021-072021-08-16990PFView PDF
2020-072021-06-10990PFView PDF
...and 8 more Form 990s

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BSR Memorial TrustBrooklyn, NY$272,404
John Anson Kittridge Educational Fund TrustBrooklyn, OH$74,209
Pemberton Family Char Fndtn Uad 4-20-1 As Amd and RSTDOverland Park, KS$148,310
James B Chambers MemorialWheeling, WV$814,568
The Armour FoundationWichita, KS$75,683
James and Gladys Glover FoundationIndependence, MO$55,723
E E & Maud Greenwell Scholarship TrustTerre Haute, IN$125,004
Ta Thomas Austin Finch FoundationBoston, MA$652,171
Data update history
August 25, 2024
Posted financials
Added Form 990PF for fiscal year 2022
December 29, 2023
Posted financials
Added Form 990PF for fiscal year 2023
December 29, 2023
Updated personnel
Identified 2 new personnel
April 6, 2022
Posted financials
Added Form 990PF for fiscal year 2021
April 6, 2022
Posted financials
Added Form 990PF for fiscal year 2020
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
Education
Characteristics
Provides grantsPartially liquidatedState / local levelTax deductible donationsNo full-time employees
General information
Address
1900 Stratacache Tower 40 N Main St
Dayton, OH 45405
Metro area
Dayton-Kettering, OH
County
Montgomery County, OH
Phone
(937) 222-2500
IRS details
EIN
31-6236156
Fiscal year end
July
Taxreturn type
Form 990-PF
Year formed
1983
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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