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Nonprofit · EIN 23-2870277

ROEMER FOUNDATION

Tax-exempt · RIVERTON, NJ 08077

Financials

$1.9M$2.2M2022$2.1M$2.3M2023$3.3M$2.9M2024
Revenue Expenses · by fiscal year end
Financials of ROEMER FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$3,270,064$2,883,666$386,398$41,960,679$0$41,960,679
June 30, 2024990-PF$2,108,252$2,322,045-$213,793$41,574,281$0$41,574,281
June 30, 2023990-PF$1,872,671$2,216,862-$344,191$41,788,074$0$41,788,074
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$825,400
Dividends
$1,005,947
Net gain from sales of assets
$1,429,672
Other income
$9,045

Expenses

Grants and similar amounts paid
$2,685,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$2,689,880
Excise tax on investment income
$31,612

Balance sheet and other

Total assets, start of year
$41,574,281
Total assets, end of year
$41,960,679
Total liabilities, end of year
$0
Net assets, end of year
$41,960,679
Fair market value of assets
$50,838,112
Qualifying distributions
$2,689,880
Net investment income
$2,445,004

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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
MARY ALICE MALONE
4280 SOUTH SHORE BOULEVARD, WELLINGTON, FL 33414
TRUSTEE0.5$0
CAROLYN NACHMIAS
605 MAIN STREET SUITE 212, RIVERTON, NJ 08077
TRUSTEE0.5$0
MARY ALICE MALONE JR
11351 ALLIGATOR TRAIL, LAKE WORTH, FL 33449
TRUSTEE0.5$0
CATHERINE D MALONE
12914 INDIAN MOUND ROAD, WELLINGTON, FL 33449
TRUSTEE0.5$0
990-PF for the year ended June 30, 2024: 4 people
NameTitleHours / weekCompensation
MARY ALICE MALONE
4280 SOUTH SHORE BOULEVARD, WELLINGTON, FL 33414
TRUSTEE0.5$0
CAROLYN NACHMIAS
605 MAIN STREET SUITE 212, RIVERTON, NJ 08077
TRUSTEE0.5$0
MARY ALICE MALONE JR
11351 ALLIGATOR TRAIL, LAKE WORTH, FL 33449
TRUSTEE0.5$0
CATHERINE D MALONE
12914 INDIAN MOUND ROAD, WELLINGTON, FL 33449
TRUSTEE0.5$0
990-PF for the year ended June 30, 2023: 4 people
NameTitleHours / weekCompensation
MARY ALICE MALONE
75 OLD STOTTSVILLE ROAD, COATESVILLE, PA 19320
TRUSTEE0.5$0
CAROLYN NACHMIAS
605 MAIN STREET SUITE 212, RIVERTON, NJ 08077
TRUSTEE0.5$0
MARY ALICE MALONE JR
11351 ALLIGATOR TRAIL, LAKE WORTH, FL 33449
TRUSTEE0.5$0
CATHERINE D MALONE
12914 INDIAN MOUND ROAD, WELLINGTON, FL 33449
TRUSTEE0.5$0

Address and contacts

Address (IRS master file)
CO C NACHMIAS605 MAIN ST 212, RIVERTON, NJ 08077-0000
Signed the 990-PF
CAROLYN S NACHMIAS, TRUSTEE
Phone
(856) 733-6600
Return prepared by
DIMENSIONAL ACCOUNTING SERVICES LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
23-2870277
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
1997
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$41,960,679
Income (IRS master file)
$7,705,714

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$3,270,064$2,883,666$41,960,679IRS
990-TJune 2025–––IRS
990-PFJune 2024$2,108,252$2,322,045$41,574,281IRS
990-TJune 2024–––IRS
990-PFJune 2023$1,872,671$2,216,862$41,788,074XML
990-TJune 2023–––IRS
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS
990-TJune 2021–––IRS

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 23-2870277).

Questions about ROEMER FOUNDATION

What is the EIN of ROEMER FOUNDATION?
The employer identification number (EIN) of ROEMER FOUNDATION is 23-2870277.
Is ROEMER FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
Are donations to ROEMER FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ROEMER FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of ROEMER FOUNDATION due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ROEMER FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2025.
Who are the officers and directors of ROEMER FOUNDATION?
The 990-PF for the year ended June 30, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does ROEMER FOUNDATION have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $3,270,064, expenses of $2,883,666 and total assets of $41,960,679 at year end.

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