Helen L & Marie F Rotterman Tr Uw Of Marie F Rotterman

Dayton, OH
Tax-exempt since July 1983
EIN: 31-6236156

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Type of Nonprofit

Designated as a 501(c)(3) 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.

Donations to this organization are tax deductible.

Revenue

$289k (2025)

Expenses

$346k (2025)

Total Assets

$3.65M (2025)

Total Liabilities

$0 (2025)

Source: Form 990 tax filings from 2012 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 July
2025

Revenue

$288,979

Expenses

$346,202

Net Income

-$57,223

Net Assets

$3,653,398

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$14,327	5.0%
Dividends	$105,598	36.5%
Sales of Assets	$169,054	58.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$321,771	92.9%
Compensation of Officers*	$17,754	5.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,653,398
Total Liabilities	$0
Net Assets	$3,653,398

Compensation

Key Employees and Officers	Compensation	Other
Sebaly Shillito & Dyer (Trustee)	$5,918	$0
Mildred Hubler (Trustee)	$5,918	$0
Jan S Scheid (Trustee)	$5,918	$0

990-PF

Filed on Aug. 25, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending July
2024

Revenue

$191,549

Expenses

$220,409

Net Income

-$28,860

Net Assets

$3,710,621

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,685	3.0%
Dividends	$114,216	59.6%
Sales of Assets	$71,648	37.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$200,304	90.9%
Compensation of Officers*	$16,356	7.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,710,621
Total Liabilities	$0
Net Assets	$3,710,621

Compensation

Key Employees and Officers	Compensation	Other
Sebaly Shillito & Dyer (Trustee)	$5,452	$0
Mildred Hubler (Trustee)	$5,452	$0
Jan S Scheid (Trustee)	$5,452	$0

990-PF

Filed on Sept. 17, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending July
2023

Revenue

$132,585

Expenses

$267,285

Net Income

-$134,700

Net Assets

$3,739,481

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,953	3.0%
Dividends	$102,658	77.4%
Sales of Assets	$25,974	19.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$242,405	90.7%
Compensation of Officers*	$14,481	5.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,739,481
Total Liabilities	$0
Net Assets	$3,739,481

Compensation

Key Employees and Officers	Compensation	Other
Mildred Hubler (Trustee)	$4,827	$0
Jan S Scheid (Trustee)	$4,827	$0
Jeffrey B Shulman (Trustee)	$2,529	$0
Sebaly Shillito & Dyer (Trustee)	$2,298	$0
Joshua Schierloh (Trustee)	$0	$0

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990-PF

Filed on Nov. 20, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending July
2022

Revenue

$1,249,548

Expenses

$242,669

Net Income

$1,006,879

Net Assets

$3,874,181

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$693	0.1%
Dividends	$79,539	6.4%
Sales of Assets	$1,169,316	93.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$201,057	82.9%
Compensation of Officers*	$16,125	6.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,874,181
Total Liabilities	$0
Net Assets	$3,874,181

Compensation

Key Employees and Officers	Compensation	Other
Jeffrey B Shulman (Trustee)	$5,375	$0
Mildred Hubler (Trustee)	$5,375	$0
Jan S Scheid (Trustee)	$5,375	$0

990-PF

Filed on Sept. 15, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending July
2021

Revenue

$380,713

Expenses

$242,343

Net Income

$138,370

Net Assets

$2,867,301

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$134	0.0%
Dividends	$87,402	23.0%
Sales of Assets	$293,177	77.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$219,788	90.7%
Compensation of Officers*	$15,075	6.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,867,302
Total Liabilities	$1
Net Assets	$2,867,301

Compensation

Key Employees and Officers	Compensation	Other
Jeffrey B Shulman (Trustee)	$5,025	$0
Mildred Hubler (Trustee)	$5,025	$0
Jan S Scheid (Trustee)	$5,025	$0

990-PF

Filed on Aug. 16, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending July
2020

Revenue

$25,893

Expenses

$219,598

Net Income

-$193,705

Net Assets

$2,728,931

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,973	15.3%
Dividends	$89,415	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$198,412	90.4%
Compensation of Officers*	$15,405	7.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,728,932
Total Liabilities	$1
Net Assets	$2,728,931

Compensation

Key Employees and Officers	Compensation	Other
Jeffrey B Shulman (Trustee)	$5,135	$0
Mildred Hubler (Trustee)	$5,135	$0
Jan S Scheid (Trustee)	$5,135	$0

990-PF

Filed on Sept. 28, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending July
2019

Revenue

$121,440

Expenses

$181,856

Net Income

-$60,416

Net Assets

$2,922,637

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,931	3.2%
Dividends	$94,874	78.1%
Sales of Assets	$22,635	18.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$162,361	89.3%
Compensation of Officers*	$14,202	7.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,922,637
Total Liabilities	$0
Net Assets	$2,922,637

Compensation

Key Employees and Officers	Compensation	Other
Jeffrey B Shulman (Trustee)	$4,734	$0
Mildred Hubler (Trustee)	$4,734	$0
Jan S Scheid (Trustee)	$4,734	$0

990-PF

Filed on Sept. 4, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending July
2018

Revenue

$149,231

Expenses

$228,288

Net Income

-$79,057

Net Assets

$2,983,053

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,041	1.4%
Dividends	$94,215	63.1%
Sales of Assets	$52,975	35.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$208,086	91.2%
Compensation of Officers*	$14,775	6.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,983,053
Total Liabilities	$0
Net Assets	$2,983,053

Compensation

Key Employees and Officers	Compensation	Other
Jeffrey B Shulman (Trustee)	$4,925	$0
Mildred Hubler (Trustee)	$4,925	$0
Jan S Scheid (Trustee)	$4,925	$0

990-PF

Filed on Sept. 5, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending July
2017

Revenue

$221,936

Expenses

$179,395

Net Income

$42,541

Net Assets

$3,062,110

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$57	0.0%
Dividends	$96,160	43.3%
Sales of Assets	$125,719	56.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$152,268	84.9%
Compensation of Officers*	$13,770	7.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,062,110
Total Liabilities	$0
Net Assets	$3,062,110

Compensation

Key Employees and Officers	Compensation	Other
Jeffrey B Shulman (Trustee)	$4,590	$0
Mildred Hubler (Trustee)	$4,590	$0
Jan S Scheid (Trustee)	$4,590	$0

990-PF

Filed on Aug. 19, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending July
2016

Revenue

$44,460

Expenses

$195,432

Net Income

-$150,972

Net Assets

$3,019,569

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$13	0.0%
Dividends	$84,604	> 100%
Sales of Assets	-$40,157
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$166,841	85.4%
Compensation of Officers*	$12,918	6.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,019,569
Total Liabilities	$0
Net Assets	$3,019,569

Compensation

Key Employees and Officers	Compensation	Other
Jeffrey B Shulman (Trustee)	$4,306	$0
Mildred Hubler (Trustee)	$4,306	$0
Jan S Scheid (Trustee)	$4,306	$0

990-PF

Filed on Sept. 13, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending July
2015

Revenue

$155,277

Expenses

$236,274

Net Income

-$80,997

Net Assets

$3,170,541

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$80,647	51.9%
Sales of Assets	$74,629	48.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$207,603	87.9%
Compensation of Officers*	$14,655	6.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,170,541
Total Liabilities	$0
Net Assets	$3,170,541

Compensation

Key Employees and Officers	Compensation	Other
Jeffrey B Shulman (Trustee)	$4,885	$0
Mildred Hubler (Trustee)	$4,885	$0
Jan S Scheid (Trustee)	$4,885	$0

990-PF

Filed on Sept. 28, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending July
2014

Revenue

$190,560

Expenses

$215,745

Net Income

-$25,185

Net Assets

$3,251,538

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$22	0.0%
Dividends	$92,255	48.4%
Sales of Assets	$98,283	51.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$182,322	84.5%
Compensation of Officers*	$13,884	6.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,251,538
Total Liabilities	$0
Net Assets	$3,251,538

Compensation

Key Employees and Officers	Compensation	Other
Jeffrey B Shulman (Trustee)	$4,628	$0
Mildred Hubler (Trustee)	$4,628	$0
Jan S Scheid (Trustee)	$4,628	$0

990-PF

Filed on Sept. 21, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending July
2013

Revenue

$280,896

Expenses

$208,527

Net Income

$72,369

Net Assets

$3,276,722

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$327	0.1%
Dividends	$94,132	33.5%
Sales of Assets	$186,437	66.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$181,912	87.2%
Compensation of Officers*	$13,521	6.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,276,723
Total Liabilities	$1
Net Assets	$3,276,722

990-PF

Filed on Nov. 5, 2013

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending July
2012

Revenue

$207,035

Expenses

$230,174

Net Income

-$23,139

Net Assets

$3,204,353

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,618	0.8%
Dividends	$103,729	50.1%
Sales of Assets	$101,688	49.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$197,123	85.6%
Compensation of Officers*	$14,229	6.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,204,354
Total Liabilities	$1
Net Assets	$3,204,353

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.

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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 »

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Raw filing data. Includes EINs and summary financials as structured data.
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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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Updated January 26, 2026

Helen L & Marie F Rotterman Tr Uw Of Marie F Rotterman

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $289k (2025)

Expenses $346k (2025)

Total Assets $3.65M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending July 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$289k (2025)

Expenses

$346k (2025)

Total Assets

$3.65M (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending July
2025

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2024

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2023

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2022

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2021

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2020

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2019

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2018

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2017

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2016

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2015

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2014

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2013

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2012

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2011

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2010

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2009

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2008

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2007

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2006

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2005

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2004

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2003

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2002