Nonprofit · EIN 26-6251132
AG MAY FBO TRINITY UMC IUA
Tax-exempt · CINCINNATI, OH 45263
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $159,535 | $91,281 | $68,254 | $965,051 | $0 | $965,051 |
| December 31, 2024 | 990 | $134,893 | $81,869 | $53,024 | $896,921 | $0 | $896,921 |
| December 31, 2023 | 990 | $94,582 | $80,961 | $13,621 | $844,337 | $0 | $844,337 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $159,535
- Net gain from sales of assets
- $127,268
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $68,450
- Compensation of officers, directors and key employees
- $20,996
- Salaries, compensation and benefits (total)
- $20,996
- Professional fundraising fees
- $0
- Accounting fees
- $1,500
- Program services (functional)
- $71,599
- Management and general (functional)
- $19,682
Balance sheet and other
- Total assets, start of year
- $896,921
- Total assets, end of year
- $965,051
- Total liabilities, end of year
- $0
- Net assets, end of year
- $965,051
- Gross receipts
- $325,443
- Employees
- 0
- Year formed
- 2007
- State of legal domicile
- IN
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 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIFTH THIRD BANK N A | TRUSTEE Institutional trustee | 1 | $20,996 |
990 for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIFTH THIRD BANK N A | TRUSTEE Institutional trustee | – | $19,672 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIFTH THIRD BANK N A | TRUSTEE Institutional trustee | 1 | $17,399 |
Address and contacts
- Address (IRS master file)
- PO BOX 630858, CINCINNATI, OH 45263-0858
- In care of
- % HEIDI JARK
- Principal officer (990 for 2025)
- FIFTH THIRD BANK NA, PO BOX 630858, CINCINNATI, OH 45263
- Signed the 990
- MATTHEW CAROTHERS, Trustee
- Phone
- (513) 534-5310
- Return prepared by
- PWC US TAX LLP
Mission
Trust assets are invested to provide income to support organizations named in the governing document
Program accomplishments
- Trinity United Methodist ChurchExpenses $71,599 · grants $68,450
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 26-6251132
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2019
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $965,051
- Income (IRS master file)
- $325,443
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $159,535 | $91,281 | $965,051 | IRS |
| 990 | December 2024 | $134,893 | $81,869 | $896,921 | IRS |
| 990 | December 2023 | $94,582 | $80,961 | $844,337 | XML |
| 990 | December 2022 | $25,497 | $91,372 | $830,942 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | 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 26-6251132).
Questions about AG MAY FBO TRINITY UMC IUA
- What is the EIN of AG MAY FBO TRINITY UMC IUA?
- The employer identification number (EIN) of AG MAY FBO TRINITY UMC IUA is 26-6251132.
- Is AG MAY FBO TRINITY UMC IUA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to AG MAY FBO TRINITY UMC IUA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does AG MAY FBO TRINITY UMC IUA file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of AG MAY FBO TRINITY UMC IUA 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 AG MAY FBO TRINITY UMC IUA last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of AG MAY FBO TRINITY UMC IUA?
- The 990 for the year ended December 31, 2025 names FIFTH THIRD BANK NA.
- Who are the officers and directors of AG MAY FBO TRINITY UMC IUA?
- The 990 for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $20,996 (FIFTH THIRD BANK N A, TRUSTEE).
- How much revenue does AG MAY FBO TRINITY UMC IUA have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $159,535, expenses of $91,281 and total assets of $965,051 at year end.
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