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Nonprofit · EIN 30-6096829

HAWLEY FUND

Tax-exempt · CINCINNATI, OH 45263

Financials

$209K$121K2025
Revenue Expenses · by fiscal year end
Financials of HAWLEY FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$208,652$121,345$87,307$1,639,427$0$1,639,427
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$42,317
Net gain from sales of assets
$166,276
Other income
$59

Expenses

Grants and similar amounts paid
$89,156
Compensation of officers, directors and key employees
$27,450
Disbursements for charitable purposes
$94,973
Excise tax on investment income
$2,567

Balance sheet and other

Total assets, start of year
$1,552,201
Total assets, end of year
$1,639,427
Total liabilities, end of year
$0
Net assets, end of year
$1,639,427
Fair market value of assets
$1,930,935
Qualifying distributions
$94,973
Net investment income
$208,546

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 N A
550 N SUMMIT ST 22ND FLOOR, TOLEDO, OH 43604
TRUSTEE1$27,450

Address and contacts

Address (IRS master file)
PO BOX 630858, CINCINNATI, OH 45263-0858
In care of
% FIFTH THIRD BANK
Signed the 990-PF
MATTHEW CAROTHERS, Trustee
Phone
(513) 534-5310
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 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
30-6096829
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
2006
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,639,427
Income (IRS master file)
$756,002

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025–––IRS
990-PFDecember 2024–––IRS
990-PFDecember 2023$500,756$77,017$1,501,404IRS
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 HAWLEY FUND

What is the EIN of HAWLEY FUND?
The employer identification number (EIN) of HAWLEY FUND is 30-6096829.
Is HAWLEY FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
Are donations to HAWLEY FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HAWLEY FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of HAWLEY FUND 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 HAWLEY FUND 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 HAWLEY FUND?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $27,450 (FIFTH THIRD BANK N A, TRUSTEE).
How much revenue does HAWLEY FUND have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $208,652, expenses of $121,345 and total assets of $1,639,427 at year end.

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