Otto & Helen Roethke Scholarship Fund
Otto & Helen Roethke Scholarship Fund is a private foundation focused on Education, based in Columbus, OH. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $110K in total assets. In 2025, it awarded 1 grant totaling $2K. Net investment income was $8K.
Otto & Helen Roethke Scholarship Fund at a glance
In short: Otto & Helen Roethke Scholarship Fund gave $2K across 1 grant in 2025 (avg $2K), mostly in Michigan. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $1,500
- -50.0% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $1,500
- -50.0% vs 2024
- Median grant
- $1,500
- Total assets
- $109,996
- +1.2% vs 2024
- Primary geography
- Michigan (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Otto & Helen Roethke Scholarship Fund funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was University of Michigan ($2K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Otto & Helen Roethke Scholarship Fund gives
- Giving fell 67% from 2022 to 2025. Method
- In 2025 it paid out 78% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $2K (2025) to $5K (2022). In 2025 it made 1 grant totaling $2K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of Michigan Ann Arbor, MI | Scholarships | $1,500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $109,996 | $8,392 | $6,905 | $1,500 | 1 | $5,950 | $7,571 | $7,582 |
| 2024 | $108,690 | $10,753 | $8,473 | $3,000 | 1 | $7,450 | $9,931 | $7,041 |
| 2023 | $106,408 | $11,002 | $7,297 | $2,000 | 1 | $6,458 | $10,181 | $11,035 |
| 2022 | $98,227 | $6,823 | $9,986 | $4,500 | 1 | $8,950 | $6,006 | $8,176 |
| 2021 | $100,667 | $11,371 | $9,899 | $4,500 | 1 | — | $10,551 | $7,295 |
Under IRS private-foundation payout rules, Otto & Helen Roethke Scholarship Fund reported a distributable amount of $8K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Otto & Helen Roethke Scholarship Fund's only listed officer is Huntington National Bank, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Huntington National Bank
Trustee
On filings since 2021
1 hr/week
$4K (2021) → $4K (2025)
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $4K, to Huntington National Bank (Trustee).
Frequently asked questions about Otto & Helen Roethke Scholarship Fund
How much does Otto & Helen Roethke Scholarship Fund give each year?
Otto & Helen Roethke Scholarship Fund gave $2K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $3K across 1 grant.
How large is Otto & Helen Roethke Scholarship Fund?
Otto & Helen Roethke Scholarship Fund reported $110K in total assets on its 2025 IRS Form 990-PF. It paid out $6K in qualifying distributions that year, against a required minimum of $8K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Otto & Helen Roethke Scholarship Fund?
Otto & Helen Roethke Scholarship Fund is a private foundation focused on Education, based in Columbus, OH. It holds $110K in total assets as of 2025.
Where does Otto & Helen Roethke Scholarship Fund operate?
Otto & Helen Roethke Scholarship Fund has awarded grants in Michigan.
What is Otto & Helen Roethke Scholarship Fund's EIN?
Otto & Helen Roethke Scholarship Fund's EIN (Employer Identification Number) is 38-6720940. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 30, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS December 12, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS December 7, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS December 5, 2024)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS December 4, 2025)
- IRS filings on file for fiscal years 2021–2025
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