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Charles P Taft Memorial Fund

  • Cincinnati, OH
  • Tax-exempt since May 1977
  • EIN: 31-6025254

Organization summary

Type of Nonprofit

Designated as a Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Educational Institutions and Related Activities / Single Organization Support (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$18.9M (2025)

Expenses
$7.03M (2025)

Total Assets
$217M (2025)

Total Liabilities
$0 (2025)

Source: Form 990 tax filings from 2011 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2025

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$18,941,756
Expenses
$7,028,476
Net Income
$11,913,280
Net Assets
$216,759,535
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $8,999,344
47.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $9,942,412
52.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $216,759,535
Total Liabilities $0
Net Assets $216,759,535
Compensation
Key Employees and Officers Compensation Related Other
Dudley S Taft (Chairman) $0 $0 $0
Robert E Rich (Secretary Treasurer) $0 $0 $0
Robert L Lawrence (Board Member) $0 $0 $0
Ellie T Wallace (Board Member) $0 $0 $0
George A Schaefer Jr (Board Member) $0 $0 $0
Ann Santen (Board Member) $0 $0 $0
Lloyd A Semple (Board Member) $0 $0 $0
Dudley S Taft Jr (Board Member) $0 $0 $0
+ View more people

Document Links

990
Filed on Oct. 30, 2025

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$14,120,336
Expenses
$6,607,976
Net Income
$7,512,360
Net Assets
$204,835,425
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $8,449,014
59.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $5,671,322
40.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $204,835,425
Total Liabilities $0
Net Assets $204,835,425
Compensation
Key Employees and Officers Compensation Related Other
Dudley S Taft (Chairman) $0 $0 $0
Robert E Rich (Secretary Treasurer) $0 $0 $0
Robert L Lawrence (Board Member) $0 $0 $0
Ellie T Wallace (Board Member) $0 $0 $0
George A Schaefer Jr (Board Member) $0 $0 $0
Ann Santen (Board Member) $0 $0 $0
Lloyd A Semple (Board Member) $0 $0 $0
Dudley S Taft Jr (Board Member) $0 $0 $0
+ View more people

Document Links

990
Filed on Sept. 18, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$10,939,862
Expenses
$6,335,791
Net Income
$4,604,071
Net Assets
$197,386,443
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $7,721,848
70.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $3,218,014
29.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $197,386,443
Total Liabilities $0
Net Assets $197,386,443
Compensation
Key Employees and Officers Compensation Related Other
Dudley S Taft (Trustee & Chairman) $0 $0 $0
Robert E Rich (Trustee & Secretary) $0 $0 $0
Robert L Lawrence (Trustee) $0 $0 $0
Ellie T Wallace (Trustee) $0 $0 $0
George A Schaefer Jr (Trustee) $0 $0 $0
Ann Santen (Trustee) $0 $0 $0
Lloyd A Semple (Trustee) $0 $0 $0
Dudley S Taft Jr (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Sept. 11, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$13,464,389
Expenses
$5,958,758
Net Income
$7,505,631
Net Assets
$192,672,147
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $6,853,835
50.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $6,610,554
49.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $192,672,147
Total Liabilities $0
Net Assets $192,672,147
Compensation
Key Employees and Officers Compensation Related Other
Dudley S Taft (Trustee & Chairman) $0 $0 $0
Robert E Rich (Trustee & Secretary) $0 $0 $0
Robert L Lawrence (Trustee) $0 $0 $0
Ellie T Wallace (Trustee) $0 $0 $0
George A Schaefer Jr (Trustee) $0 $0 $0
Ann Santen (Trustee) $0 $0 $0
Lloyd A Semple (Trustee) $0 $0 $0
Dudley S Taft Jr (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 4, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$11,308,863
Expenses
$5,358,483
Net Income
$5,950,380
Net Assets
$185,062,170
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $6,299,717
55.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $5,009,099
44.3%
Net Inventory Sales $0
Other Revenue $47
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $185,062,170
Total Liabilities $0
Net Assets $185,062,170
Compensation
Key Employees and Officers Compensation Related Other
Robert E Rich (Trustee & Secretary) $0 $0 $0
Dudley S Taft (Trustee & Chairman) $0 $0 $0
Robert L Lawrence (Trustee) $0 $0 $0
Ellie T Wallace (Trustee) $0 $0 $0
George A Schaefer Jr (Trustee) $0 $0 $0
Ann Santen (Trustee) $0 $0 $0
Lloyd A Semple (Trustee) $0 $0 $0
Dudley S Taft Jr (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Jan. 19, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,741,405
Expenses
$4,284,520
Net Income
$3,456,885
Net Assets
$179,106,747
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $6,272,064
81.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,469,317
19.0%
Net Inventory Sales $0
Other Revenue $24
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $179,106,747
Total Liabilities $0
Net Assets $179,106,747
Compensation
Key Employees and Officers Compensation Related Other
Dudley S Taft (Trustee & Chairman) $0 $0 $0
Robert E Rich (Trustee & Secretary) $0 $0 $0
Robert L Lawrence (Trustee) $0 $0 $0
Ellie T Wallace (Trustee) $0 $0 $0
George A Schaefer Jr (Trustee) $0 $0 $0
Ann Santen (Trustee) $0 $0 $0
Lloyd A Semple (Trustee) $0 $0 $0
Dudley S Taft Jr (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Aug. 5, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML
PDF (2 of 2)

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$21,843,635
Expenses
$4,236,848
Net Income
$17,606,787
Net Assets
$175,663,638
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $5,945,840
27.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $15,897,795
72.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $175,663,638
Total Liabilities $0
Net Assets $175,663,638

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$19,882,672
Expenses
$6,121,591
Net Income
$13,761,081
Net Assets
$158,056,861
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $5,383,452
27.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $14,499,220
72.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $158,056,861
Total Liabilities $0
Net Assets $158,056,861

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$12,285,095
Expenses
$4,130,883
Net Income
$8,154,212
Net Assets
$144,295,882
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $4,979,064
40.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $7,306,031
59.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $144,295,882
Total Liabilities $0
Net Assets $144,295,882

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$11,279,442
Expenses
$3,644,541
Net Income
$7,634,901
Net Assets
$136,271,096
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $4,644,994
41.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $6,634,448
58.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $136,271,096
Total Liabilities $0
Net Assets $136,271,096

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$23,264,008
Expenses
$4,088,231
Net Income
$19,175,777
Net Assets
$128,506,218
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $4,397,292
18.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $18,866,716
81.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $128,506,218
Total Liabilities $0
Net Assets $128,506,218

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$14,862,974
Expenses
$4,247,055
Net Income
$10,615,919
Net Assets
$109,330,457
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $4,123,690
27.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $10,739,284
72.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $109,330,457
Total Liabilities $0
Net Assets $109,330,457

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$12,952,085
Expenses
$3,872,253
Net Income
$9,079,832
Net Assets
$98,706,115
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $3,824,516
29.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $9,127,569
70.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $98,706,115
Total Liabilities $0
Net Assets $98,706,115

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,396,598
Expenses
$3,689,372
Net Income
$3,707,226
Net Assets
$89,614,264
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $3,605,759
48.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $3,790,839
51.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $89,614,264
Total Liabilities $0
Net Assets $89,614,264

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,190,467
Expenses
$3,654,515
Net Income
$3,535,952
Net Assets
$85,907,051
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $3,381,700
47.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $3,808,767
53.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $85,907,051
Total Liabilities $0
Net Assets $85,907,051

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF
PDF (2 of 2)

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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