Nonprofit · EIN 04-6097240
MARY E BATCHELDER TRUST UW T-4313
Tax-exempt · CINCINNATI, OH 45263
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $21,181 | $25,647 | -$4,466 | $295,898 | $0 | $295,898 |
| December 31, 2024 | 990-PF | $9,943 | $29,867 | -$19,924 | $306,361 | $0 | $306,361 |
| December 31, 2023 | 990-PF | $93,832 | $30,412 | $63,420 | $366,831 | $0 | $366,831 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $9,008
- Interest
- $290
- Net gain from sales of assets
- $9,492
- Other income
- $2,391
Expenses
- Grants and similar amounts paid
- $18,000
- Compensation of officers, directors and key employees
- $3,000
- Disbursements for charitable purposes
- $19,038
- Excise tax on investment income
- $171
Balance sheet and other
- Total assets, start of year
- $306,361
- Total assets, end of year
- $295,898
- Total liabilities, end of year
- $0
- Net assets, end of year
- $295,898
- Fair market value of assets
- $351,046
- Qualifying distributions
- $19,038
- Net investment income
- $18,790
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIFTH THIRD BANK NA PO BOX 630858, CINCINNATI, OH 452630858 | TRUSTEE | 1 | $3,000 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Comerica Bank PO BOX 75000 M/C 5172, DETROIT, MI 482755072 | TRUSTEE | 1 | $3,000 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Comerica Bank PO BOX 75000 M/C 5172, DETROIT, MI 482755072 | TRUSTEE | 1 | $3,300 |
Address and contacts
- Address (IRS master file)
- PO BOX 630858, CINCINNATI, OH 45263-0858
- In care of
- % COMERICA BANK TR TAX DEPT MC 3420
- Signed the 990-PF
- MATTHEW GRABOWSKI, VICE PRESIDENT
- Phone
- (336) 293-1409
- Return prepared by
- KPMG 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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-6097240
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $295,898
- Income (IRS master file)
- $100,929
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $21,181 | $25,647 | $295,898 | IRS |
| 990-PF | December 2024 | $9,943 | $29,867 | $306,361 | XML |
| 990-PF | December 2023 | $93,832 | $30,412 | $366,831 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 04-6097240).
Questions about MARY E BATCHELDER TRUST UW T-4313
- What is the EIN of MARY E BATCHELDER TRUST UW T-4313?
- The employer identification number (EIN) of MARY E BATCHELDER TRUST UW T-4313 is 04-6097240.
- Is MARY E BATCHELDER TRUST UW T-4313 tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does MARY E BATCHELDER TRUST UW T-4313 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARY E BATCHELDER TRUST UW T-4313 due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MARY E BATCHELDER TRUST UW T-4313 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of MARY E BATCHELDER TRUST UW T-4313?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $3,000 (FIFTH THIRD BANK NA, TRUSTEE).
- How much revenue does MARY E BATCHELDER TRUST UW T-4313 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $21,181, expenses of $25,647 and total assets of $295,898 at year end.
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