Nonprofit · EIN 30-0147944
SONJA CLASON CHARITABLE TRUST
Tax-exempt · COLUMBUS, OH 43216
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990-PF | $20,645 | $32,430 | -$11,785 | $328,866 | $0 | $328,866 |
Financial details: 990-PF for the year ended October 31, 2025
Revenue
- Dividends
- $13,715
- Net gain from sales of assets
- $6,930
Expenses
- Grants and similar amounts paid
- $23,205
- Compensation of officers, directors and key employees
- $7,696
- Disbursements for charitable purposes
- $26,764
- Excise tax on investment income
- $211
Balance sheet and other
- Total assets, start of year
- $341,168
- Total assets, end of year
- $328,866
- Total liabilities, end of year
- $0
- Net assets, end of year
- $328,866
- Fair market value of assets
- $571,482
- Qualifying distributions
- $26,764
- Net investment income
- $20,645
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 October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HUNTINGTON NATIONAL BANK PO BOX 1558 DEPT EA5W86, COLUMBUS, OH 43216 | TRUSTEE | 1 | $7,696 |
Address and contacts
- Address (IRS master file)
- PO BOX 1558, COLUMBUS, OH 43216-1558
- In care of
- % CITIZENS BANK WEALTH MANAGEMENT N
- Signed the 990-PF
- HUNTINGTON NATIONAL BANK, VICE PRESIDENT
- Phone
- (989) 776-1416
- Return prepared by
- PWC US TAX 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 October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | October 31, 2025 | March 16, 2026 | 990-PF on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990-PF on file |
| 2022 | October 31, 2023 | March 15, 2024 | 990-PF on file |
IRS record
- EIN
- 30-0147944
- 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
- 2003
- Accounting year ends
- October
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $328,866
- Income (IRS master file)
- $35,645
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | October 2025 | – | – | – | IRS |
| 990-PF | October 2024 | – | – | – | IRS |
| 990-PF | October 2023 | $55,461 | $29,099 | $341,880 | IRS |
| 990-PF | October 2022 | – | – | – | IRS |
| 990-PF | October 2021 | – | – | – | IRS |
| 990-PF | October 2020 | – | – | – | 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 SONJA CLASON CHARITABLE TRUST
- What is the EIN of SONJA CLASON CHARITABLE TRUST?
- The employer identification number (EIN) of SONJA CLASON CHARITABLE TRUST is 30-0147944.
- Is SONJA CLASON CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to SONJA CLASON CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SONJA CLASON CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SONJA CLASON CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SONJA CLASON CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended October 2025.
- Who are the officers and directors of SONJA CLASON CHARITABLE TRUST?
- The 990-PF for the year ended October 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $7,696 (HUNTINGTON NATIONAL BANK, TRUSTEE).
- How much revenue does SONJA CLASON CHARITABLE TRUST have?
- On its 990-PF for the year ended October 31, 2025 it reported revenue of $20,645, expenses of $32,430 and total assets of $328,866 at year end.
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