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Nonprofit · EIN 23-7231471

ROBERT ROGAN BURCHENAL FOUNDATION

Tax-exempt · CINCINNATI, OH 45263

Financials

$68K$17K2022$77K$14K2023$92K$29K2024
Revenue Expenses · by fiscal year end
Financials of ROBERT ROGAN BURCHENAL FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
November 30, 2025990-PF$91,877$28,697$63,180$1,335,298$0$1,335,298
November 30, 2024990-PF$77,010$13,829$63,181$1,272,118$0$1,272,118
November 30, 2023990-PF$68,097$16,801$51,296$1,208,939$0$1,208,939
Financial details: 990-PF for the year ended November 30, 2025

Revenue

Dividends
$67,981
Net gain from sales of assets
$23,896

Expenses

Grants and similar amounts paid
$17,000
Disbursements for charitable purposes
$21,328
Excise tax on investment income
$1,190

Balance sheet and other

Total assets, start of year
$1,272,118
Total assets, end of year
$1,335,298
Total liabilities, end of year
$0
Net assets, end of year
$1,335,298
Fair market value of assets
$3,401,421
Qualifying distributions
$21,328
Net investment income
$91,877

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 November 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
MARTHA L BURCHENAL
C/O FIFTH THIRD BANK NA AGENT, CINCINNATI, OH 45263
TRUSTEE1$0
BETH B JONES
C/O FIFTH THIRD BANK NA AGENT, CINCINNATI, OH 45263
TRUSTEE1$0
ANNE F BURCHENAL
C/O FIFTH THIRD BANK NA AGENT, CINCINNATI, OH 45263
TRUSTEE1$0
990-PF for the year ended November 30, 2024: 3 people
NameTitleHours / weekCompensation
MARTHA L BURCHENAL
C/O FIFTH THIRD BANK NA AGENT, CINCINNATI, OH 45263
TRUSTEE1$0
BETH B JONES
C/O FIFTH THIRD BANK NA AGENT, CINCINNATI, OH 45263
TRUSTEE1$0
ANNE F BURCHENAL
C/O FIFTH THIRD BANK NA AGENT, CINCINNATI, OH 45263
TRUSTEE1$0
990-PF for the year ended November 30, 2023: 3 people
NameTitleHours / weekCompensation
MARTHA L BURCHENAL
C/O FIFTH THIRD BANK NA AGENT, CINCINNATI, OH 45263
TRUSTEE1$0
BETH B JONES
C/O FIFTH THIRD BANK NA AGENT, CINCINNATI, OH 45263
TRUSTEE1$0
ANNE F BURCHENAL
C/O FIFTH THIRD BANK NA AGENT, CINCINNATI, OH 45263
TRUSTEE1$0

Address and contacts

Address (IRS master file)
PO BOX 630858, CINCINNATI, OH 45263-0858
In care of
% FIFTH THIRD BANK AGENT TR TAX DPT
Signed the 990-PF
MARTHA BURCHENAL, TRUSTEE
Phone
(513) 534-5310
Return prepared by
PWC US TAX LLP

What it must file and when

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

Tax yearYear endedDueIRS public records
2024November 30, 2025April 15, 2026990-PF on file
2023November 30, 2024April 15, 2025990-PF on file
2022November 30, 2023April 15, 2024990-PF on file

IRS record

EIN
23-7231471
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
1973
Accounting year ends
November
Files
Form 990-PF
Assets (IRS master file)
$1,335,298
Income (IRS master file)
$186,731

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFNovember 2025$91,877$28,697$1,335,298XML
990-PFNovember 2024$77,010$13,829$1,272,118XML
990-PFNovember 2023$68,097$16,801$1,208,939XML
990-PFNovember 2022–––IRS
990-PFNovember 2021–––IRS
990-PFNovember 2020–––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 23-7231471).

Questions about ROBERT ROGAN BURCHENAL FOUNDATION

What is the EIN of ROBERT ROGAN BURCHENAL FOUNDATION?
The employer identification number (EIN) of ROBERT ROGAN BURCHENAL FOUNDATION is 23-7231471.
Is ROBERT ROGAN BURCHENAL FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1973.
Are donations to ROBERT ROGAN BURCHENAL FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ROBERT ROGAN BURCHENAL FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of ROBERT ROGAN BURCHENAL FOUNDATION due?
The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ROBERT ROGAN BURCHENAL FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended November 2025.
Who are the officers and directors of ROBERT ROGAN BURCHENAL FOUNDATION?
The 990-PF for the year ended November 30, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does ROBERT ROGAN BURCHENAL FOUNDATION have?
On its 990-PF for the year ended November 30, 2025 it reported revenue of $91,877, expenses of $28,697 and total assets of $1,335,298 at year end.

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