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Otto C Epp Fund B Charitable Trust

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.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$215k (2025)

Expenses
$208k (2025)

Total Assets
$3.1M (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 May
2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$215,009
Expenses
$208,487
Net Income
$6,522
Net Assets
$3,101,836
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $95,322
44.3%
Sales of Assets $119,687
55.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $168,842
81.0%
Compensation of Officers* $45,559
21.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,101,836
Total Liabilities $0
Net Assets $3,101,836
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $45,559 $0

Document Links

Fiscal Year Ending May
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$130,209
Expenses
$199,564
Net Income
-$69,355
Net Assets
$3,097,598
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $81,224
62.4%
Sales of Assets $45,342
34.8%
Other Income $3,643
2.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $164,733
82.5%
Compensation of Officers* $42,265
21.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,097,598
Total Liabilities $0
Net Assets $3,097,598
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $42,265 $0

Document Links

Fiscal Year Ending May
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$46,625
Expenses
$233,948
Net Income
-$280,573
Net Assets
$3,168,170
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $76,716
Sales of Assets -$123,341
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $191,299
81.8%
Compensation of Officers* $41,197
17.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,168,170
Total Liabilities $0
Net Assets $3,168,170
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $41,197 $0

Document Links

Fiscal Year Ending May
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$365,307
Expenses
$226,745
Net Income
$138,562
Net Assets
$3,448,177
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $90,089
24.7%
Sales of Assets $275,218
75.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $180,250
79.5%
Compensation of Officers* $48,201
21.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,448,177
Total Liabilities $0
Net Assets $3,448,177
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $48,201 $0

Document Links

Fiscal Year Ending May
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$213,152
Expenses
$215,177
Net Income
-$2,025
Net Assets
$3,309,948
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $68,730
32.2%
Sales of Assets $140,441
65.9%
Other Income $3,981
1.9%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $174,616
81.1%
Compensation of Officers* $44,568
20.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,309,949
Total Liabilities $1
Net Assets $3,309,948
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $44,568 $0

Document Links

Fiscal Year Ending May
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$14,672
Expenses
$217,971
Net Income
-$232,643
Net Assets
$3,316,976
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $88,933
Sales of Assets $0
Other Income $100
Notable Expenses Percent of Total Expenses
Charitable Disbursements $174,497
80.1%
Compensation of Officers* $41,710
19.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,316,977
Total Liabilities $1
Net Assets $3,316,976
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $41,710 $0

Document Links

Fiscal Year Ending May
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$511,725
Expenses
$217,296
Net Income
$294,429
Net Assets
$3,548,421
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $79,946
15.6%
Sales of Assets $431,779
84.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $182,878
84.2%
Compensation of Officers* $38,918
17.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,548,421
Total Liabilities $0
Net Assets $3,548,421
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $38,918 $0

Document Links

Fiscal Year Ending May
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$193,585
Expenses
$208,373
Net Income
-$14,788
Net Assets
$3,253,979
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $74,590
38.5%
Sales of Assets $118,995
61.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $171,388
82.3%
Compensation of Officers* $39,555
19.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,253,979
Total Liabilities $0
Net Assets $3,253,979
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $39,555 $0

Document Links

Fiscal Year Ending May
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$254,347
Expenses
$204,546
Net Income
$49,801
Net Assets
$3,268,793
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $73,694
29.0%
Sales of Assets $177,638
69.8%
Other Income $3,015
1.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $172,155
84.2%
Compensation of Officers* $36,198
17.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,268,793
Total Liabilities $0
Net Assets $3,268,793
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $36,198 $0

Document Links

Fiscal Year Ending May
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$172,766
Expenses
$205,790
Net Income
-$33,024
Net Assets
$3,219,668
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $82,551
47.8%
Sales of Assets $88,539
51.2%
Other Income $1,676
1.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $176,398
85.7%
Compensation of Officers* $31,317
15.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,219,668
Total Liabilities $0
Net Assets $3,219,668
Compensation
Key Employees and Officers Compensation Other
Pnc Bank N A (Trustee) $31,317 $0

Document Links

Fiscal Year Ending May
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$287,053
Expenses
$198,930
Net Income
$88,123
Net Assets
$3,253,134
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $86,965
30.3%
Sales of Assets $200,088
69.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $155,230
78.0%
Compensation of Officers* $32,844
16.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,253,134
Total Liabilities $0
Net Assets $3,253,134
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Trustee) $32,844 $0

Document Links

Fiscal Year Ending May
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$498,410
Expenses
$96,349
Net Income
$402,061
Net Assets
$3,231,462
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $8
0.0%
Dividends $67,990
13.6%
Sales of Assets $429,517
86.2%
Other Income $895
0.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $65,086
67.6%
Compensation of Officers* $30,644
31.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $3,231,462
Total Liabilities $0
Net Assets $3,231,462
Compensation
Key Employees and Officers Compensation Other
Pnc Bank Na (Trustee) $30,644 $0

Document Links

Fiscal Year Ending May
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$331,970
Expenses
$175,170
Net Income
$156,800
Net Assets
$2,829,846
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $17
0.0%
Dividends $91,983
27.7%
Sales of Assets $238,978
72.0%
Other Income $992
0.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $150,301
85.8%
Compensation of Officers* $28,292
16.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,829,847
Total Liabilities $1
Net Assets $2,829,846

Document Links

Fiscal Year Ending May
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$176,645
Expenses
$172,002
Net Income
$4,643
Net Assets
$2,672,600
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $5
0.0%
Dividends $77,632
43.9%
Sales of Assets $98,943
56.0%
Other Income $65
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $143,625
83.5%
Compensation of Officers* $26,658
15.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,672,601
Total Liabilities $1
Net Assets $2,672,600

Document Links

Fiscal Year Ending May
2011

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

Fiscal Year Ending May
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

Fiscal Year Ending May
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

Fiscal Year Ending May
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

Fiscal Year Ending May
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

Fiscal Year Ending May
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

Fiscal Year Ending May
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

Fiscal Year Ending May
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

Fiscal Year Ending May
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

Fiscal Year Ending May
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

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 »

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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.
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  • 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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