Nonprofit · EIN 20-6375162
WILLIAM A RUNNELS III CHARITABLE TR
Tax-exempt · CINCINNATI, OH 45263
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $64,350 | $57,147 | $7,203 | $694,102 | $0 | $694,102 |
| December 31, 2024 | 990-PF | $78,697 | $62,229 | $16,468 | $694,610 | $0 | $694,610 |
| December 31, 2023 | 990-PF | $55,839 | $62,211 | -$6,372 | $679,001 | $0 | $679,001 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $19,953
- Net gain from sales of assets
- $44,394
- Other income
- $3
Expenses
- Grants and similar amounts paid
- $40,932
- Compensation of officers, directors and key employees
- $6,383
- Disbursements for charitable purposes
- $41,570
- Excise tax on investment income
- $692
Balance sheet and other
- Total assets, start of year
- $694,610
- Total assets, end of year
- $694,102
- Total liabilities, end of year
- $0
- Net assets, end of year
- $694,102
- Fair market value of assets
- $856,843
- Qualifying distributions
- $41,570
- Net investment income
- $64,219
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 N A PO BOX 630858, CINCINNATI, OH 452630858 | TRUSTEE | 2 | $6,383 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| COMERICA PO BOX 75000 MC 3302, DETROIT, MI 482753302 | TRUSTEE | 2 | $6,290 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| COMERICA PO BOX 75000 MC 3302, DETROIT, MI 482753302 | TRUSTEE | 2 | $5,947 |
Address and contacts
- Address (IRS master file)
- PO BOX 630858, CINCINNATI, OH 45263-0858
- In care of
- % COMERICA BANK & TRUST NA
- Signed the 990-PF
- MATTHEW GRABOWSKI, VICE PRESIDENT
- Phone
- (214) 890-4323
- 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
- 20-6375162
- 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
- 2007
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $694,102
- Income (IRS master file)
- $324,375
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $64,350 | $57,147 | $694,102 | IRS |
| 990-PF | December 2024 | $78,697 | $62,229 | $694,610 | XML |
| 990-PF | December 2023 | $55,839 | $62,211 | $679,001 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 20-6375162).
Questions about WILLIAM A RUNNELS III CHARITABLE TR
- What is the EIN of WILLIAM A RUNNELS III CHARITABLE TR?
- The employer identification number (EIN) of WILLIAM A RUNNELS III CHARITABLE TR is 20-6375162.
- Is WILLIAM A RUNNELS III CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to WILLIAM A RUNNELS III CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WILLIAM A RUNNELS III CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLIAM A RUNNELS III CHARITABLE TR 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 WILLIAM A RUNNELS III CHARITABLE TR 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 WILLIAM A RUNNELS III CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $6,383 (FIFTH THIRD BANK N A, TRUSTEE).
- How much revenue does WILLIAM A RUNNELS III CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $64,350, expenses of $57,147 and total assets of $694,102 at year end.
Other nonprofits in CINCINNATI
- GREATER CINCINNATI FOUNDATION EIN 31-0669700 · last filed 990 for 2024
- UNIVERSITY OF CINCINNATI FOUNDATION EIN 31-0896555 · last filed 990 for 2025
- JOHNSON CHARITABLE GIFT FUND EIN 30-0233491 · last filed 990 for 2025
- MILLSTONE FUND EIN 83-4320073 · last filed 990-PF for 2025
- STRIVETOGETHER INC EIN 81-3380647 · last filed 990 for 2025
- YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER CINCINNATI EIN 31-0537178 · last filed 990 for 2025
- UNITED WAY OF GREATER CINCINNATI EIN 31-0537502 · last filed 990 for 2025
- JEWISH FOUNDATION OF CINCINNATI EIN 31-1451489 · last filed 990-PF for 2025
All nonprofits in CINCINNATI · Ohio · Philanthropy, voluntarism and grantmaking foundations