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Nonprofit · EIN 31-0894814

H ELDRIDGE AND LOUISE R HANNFORD CHARITABLE TRUST

Tax-exempt · CINCINNATI, OH 45263

Financials

$288K$398K2022$300K$371K2023$691K$405K2024
Revenue Expenses · by fiscal year end
Financials of H ELDRIDGE AND LOUISE R HANNFORD CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990$691,102$405,465$285,637$6,065,514$0$6,065,514
September 30, 2024990$300,450$370,854-$70,404$5,779,893$0$5,779,893
September 30, 2023990$287,616$398,330-$110,714$5,850,295$0$5,850,295
Financial details: 990 for the year ended September 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$691,102
Net gain from sales of assets
$533,842
Other revenue
$0

Expenses

Grants and similar amounts paid
$343,000
Compensation of officers, directors and key employees
$56,123
Salaries, compensation and benefits (total)
$56,123
Professional fundraising fees
$0
Legal fees
$2,629
Accounting fees
$1,470
Program services (functional)
$355,717
Management and general (functional)
$49,748

Balance sheet and other

Total assets, start of year
$5,779,893
Total assets, end of year
$6,065,514
Total liabilities, end of year
$0
Net assets, end of year
$6,065,514
Publicly traded securities
$5,742,211
Gross receipts
$2,779,379
Employees
0
Year formed
1976
State of legal domicile
OH

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 September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
FIFTH THIRD BANK NATRUSTEE
Institutional trustee
1$56,123
990 for the year ended September 30, 2024: 1 people
NameTitleHours / weekCompensation
FIFTH THIRD BANK NATRUSTEE
Institutional trustee
–$53,044
990 for the year ended September 30, 2023: 1 people
NameTitleHours / weekCompensation
FIFTH THIRD BANK NATRUSTEE
Institutional trustee
–$49,808

Address and contacts

Address (IRS master file)
PO BOX 630858, CINCINNATI, OH 45263-0858
In care of
% FIFTH THIRD BANK TRUSTEE
Signed the 990
MATTHEW CAROTHERS, Trustee
Phone
(513) 534-5310
Return prepared by
PWC US TAX LLP

Mission

PROVIDE ANNUAL INCOME TO THE TWO CHARITABLE BENEFICIARIES 501 (c) (3) ESTABLISHED BY THE TRUST

990 for the year ended September 30, 2025

Program accomplishments

  • CONVALESCENT HOSPITAL FOR CHILDREN
    Expenses $175,809 · grants $171,500
  • CALVARY EPISCOPAL CHURCH
    Expenses $175,809 · grants $171,500

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 September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990 on file
2023September 30, 2024February 18, 2025990 on file

IRS record

EIN
31-0894814
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization, Type I
Donations deductible (Pub 78)
Supporting organization, 50% limit
Exempt since
2017
Accounting year ends
September
Files
Form 990 or 990-EZ
Assets (IRS master file)
$6,065,514
Income (IRS master file)
$2,779,379

Filing history

FormYear endedRevenueExpensesAssetsReturn
990September 2025$691,102$405,465$6,065,514XML
990September 2024$300,450$370,854$5,779,893XML
990September 2023$287,616$398,330$5,850,295XML
990September 2022$430,455$423,261$5,961,015IRS
990September 2021–––IRS
990September 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 31-0894814).

Questions about H ELDRIDGE AND LOUISE R HANNFORD CHARITABLE TRUST

What is the EIN of H ELDRIDGE AND LOUISE R HANNFORD CHARITABLE TRUST?
The employer identification number (EIN) of H ELDRIDGE AND LOUISE R HANNFORD CHARITABLE TRUST is 31-0894814.
Is H ELDRIDGE AND LOUISE R HANNFORD CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
Are donations to H ELDRIDGE AND LOUISE R HANNFORD CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
Which annual return does H ELDRIDGE AND LOUISE R HANNFORD CHARITABLE TRUST 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 H ELDRIDGE AND LOUISE R HANNFORD CHARITABLE TRUST due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did H ELDRIDGE AND LOUISE R HANNFORD CHARITABLE TRUST last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended September 2025.
Who are the officers and directors of H ELDRIDGE AND LOUISE R HANNFORD CHARITABLE TRUST?
The 990 for the year ended September 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $56,123 (FIFTH THIRD BANK NA, TRUSTEE).
How much revenue does H ELDRIDGE AND LOUISE R HANNFORD CHARITABLE TRUST have?
On its 990 for the year ended September 30, 2025 it reported revenue of $691,102, expenses of $405,465 and total assets of $6,065,514 at year end.

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