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Nonprofit · EIN 13-7140153

ARTHUR LEON HORNIKER TR UW

Also known as MERBAUM NEAL ET AL TTEE

Tax-exempt · CINCINNATI, OH 45263

Financials

$17K$19K2025
Revenue Expenses · by fiscal year end
Financials of ARTHUR LEON HORNIKER TR UW by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$16,843$18,853-$2,010$107,686$0$107,686
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$4,487
Net gain from sales of assets
$12,356

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$3,000
Disbursements for charitable purposes
$12,191
Excise tax on investment income
$143

Balance sheet and other

Total assets, start of year
$109,693
Total assets, end of year
$107,686
Total liabilities, end of year
$0
Net assets, end of year
$107,686
Fair market value of assets
$164,377
Qualifying distributions
$12,191
Net investment income
$16,843

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.

NameTitleHours / weekCompensation
FIFTH THIRD BANK NA
PO BOX 630858, CINCINNATI, OH 452630858
TRUSTEE2$3,000

Address and contacts

Address (IRS master file)
PO BOX 630858, CINCINNATI, OH 45263-0858
In care of
% COMERICA BANK & TRUST NA TRUSTEE
Signed the 990-PF
MATTHEW GRABOWSKI, VICE PRESIDENT
Phone
(984) 332-5664
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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
13-7140153
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
2000
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$107,686
Income (IRS master file)
$26,466

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025–––IRS
990-PFDecember 2024–––IRS
990-PFDecember 2023$7,857$12,298$114,679IRS
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about ARTHUR LEON HORNIKER TR UW

What is the EIN of ARTHUR LEON HORNIKER TR UW?
The employer identification number (EIN) of ARTHUR LEON HORNIKER TR UW is 13-7140153.
Is ARTHUR LEON HORNIKER TR UW tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
Are donations to ARTHUR LEON HORNIKER TR UW tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ARTHUR LEON HORNIKER TR UW file?
Form 990-PF. Private foundations file every year.
When is the next return of ARTHUR LEON HORNIKER TR UW 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 ARTHUR LEON HORNIKER TR UW 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 ARTHUR LEON HORNIKER TR UW?
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 ARTHUR LEON HORNIKER TR UW have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $16,843, expenses of $18,853 and total assets of $107,686 at year end.

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