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Nonprofit · EIN 31-1072144

UNIVERSITY OF CINCINNATI VOLUNTARY TIAA SURVIVORSHIP TRUST

Tax-exempt · CINCINNATI, OH 45247

Financials

$80K$236K2023$70K$211K2024$113K$150K2025
Revenue Expenses · by fiscal year end
Financials of UNIVERSITY OF CINCINNATI VOLUNTARY TIAA SURVIVORSHIP TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$112,889$149,554-$36,665$2,873,119$0$2,873,119
December 31, 2024990$70,084$210,972-$140,888$2,910,348$0$2,910,348
December 31, 2023990$80,141$236,477-$156,336$3,051,612$0$3,051,612
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$112,889
Net gain from sales of assets
$20,602
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$112,329
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$10,513
Accounting fees
$2,560
Program services (functional)
$112,329
Management and general (functional)
$37,225

Balance sheet and other

Total assets, start of year
$2,910,348
Total assets, end of year
$2,873,119
Total liabilities, end of year
$0
Net assets, end of year
$2,873,119
Publicly traded securities
$2,872,822
Net assets without donor restrictions
$2,873,119
Gross receipts
$1,002,292
Employees
0
Year formed
1983
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 December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
LAWRENCE JOSTBOARD MEMBER
Trustee or director
–$0
JONATHAN KAMHOLTZBOARD MEMBER
Trustee or director
–$0
SHARON PURTEEBOARD MEMBER
Trustee or director
–$0
JULIE MENCHENBOARD MEMBER
Trustee or director
–$0
TIMOTHY SALEBOARD MEMBER
Trustee or director
–$0
BARBARA CARTERBOARD MEMBER
Trustee or director
–$0
DAN GOTTLIEBBOARD MEMBER
Trustee or director
–$0
JOHNSON TRUST COMPANYTRUSTEE
Institutional trustee
–$0
990 for the year ended December 31, 2024: 8 people
NameTitleHours / weekCompensation
LAWRENCE JOSTBOARD MEMBER
Trustee or director
–$0
JONATHAN KAMHOLTZBOARD MEMBER
Trustee or director
–$0
SHARON PURTEEBOARD MEMBER
Trustee or director
–$0
JULIE MENCHENBOARD MEMBER
Trustee or director
–$0
TIMOTHY SALEBOARD MEMBER
Trustee or director
–$0
BARBARA CARTERBOARD MEMBER
Trustee or director
–$0
DAN GOTTLIEBBOARD MEMBER
Trustee or director
–$0
JOHNSON TRUST COMPANYTRUSTEE
Institutional trustee
–$0
990 for the year ended December 31, 2023: 8 people
NameTitleHours / weekCompensation
LAWRENCE JOSTBOARD MEMBER
Trustee or director
–$0
JONATHAN KAMHOLTZBOARD MEMBER
Trustee or director
–$0
SHARON PURTEEBOARDMEMBER
Trustee or director
–$0
JULIE MENCHENBOARD MEMBER
Trustee or director
–$0
TIMOTHY SALEBOARD MEMBER
Trustee or director
–$0
BARBARA CARTERBOARD MEMBER
Trustee or director
–$0
DAN GOTTLIEBBOARD MEMBER
Trustee or director
–$0
JOHNSON TRUST COMPANYTRUSTEE
Institutional trustee
–$0

Address and contacts

Address (IRS master file)
JOHNSON TRUST CO 3777 WEST FORK R, CINCINNATI, OH 45247-0000
In care of
% JOHNSON TRUST COMPANY
Principal officer (990 for 2025)
JOHNSON TRUST COMPANY, 3777 WEST FORK ROAD, CINCINNATI, OH 45247
Signed the 990
JOHNSON TRUST COMPANY, TRUSTEE
Phone
(513) 661-3100
Return prepared by
FIDUCIARY TAX SERVICES LLC

Mission

TO PROVIDE SURVIVORSHIP BENEFITS TO ELIGIBLE EMPLOYEES OF THE UNIVERSITY OF CINCINNATI

990 for the year ended December 31, 2025

Program accomplishments

  • SURVIVORSHIP BENEFITS TO ELIGIBLE EMPLOYEES OF THE UNIVERSITY OF CINCINNATI
    Expenses $112,329

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
31-1072144
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1984
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$2,873,119
Income (IRS master file)
$1,002,292

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$112,889$149,554$2,873,119IRS
990December 2024$70,084$210,972$2,910,348IRS
990December 2023$80,141$236,477$3,051,612XML
990December 2022$209,542$210,989$3,207,867IRS
990December 2021–––IRS
990December 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 31-1072144).

Questions about UNIVERSITY OF CINCINNATI VOLUNTARY TIAA SURVIVORSHIP TRUST

What is the EIN of UNIVERSITY OF CINCINNATI VOLUNTARY TIAA SURVIVORSHIP TRUST?
The employer identification number (EIN) of UNIVERSITY OF CINCINNATI VOLUNTARY TIAA SURVIVORSHIP TRUST is 31-1072144.
Is UNIVERSITY OF CINCINNATI VOLUNTARY TIAA SURVIVORSHIP TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1984.
Are donations to UNIVERSITY OF CINCINNATI VOLUNTARY TIAA SURVIVORSHIP TRUST tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does UNIVERSITY OF CINCINNATI VOLUNTARY TIAA SURVIVORSHIP 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 UNIVERSITY OF CINCINNATI VOLUNTARY TIAA SURVIVORSHIP TRUST 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 UNIVERSITY OF CINCINNATI VOLUNTARY TIAA SURVIVORSHIP TRUST 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 UNIVERSITY OF CINCINNATI VOLUNTARY TIAA SURVIVORSHIP TRUST?
The 990 for the year ended December 31, 2025 names JOHNSON TRUST COMPANY.
Who are the officers and directors of UNIVERSITY OF CINCINNATI VOLUNTARY TIAA SURVIVORSHIP TRUST?
The 990 for the year ended December 31, 2025 lists 8 people; 0 received compensation from the organization.
How much revenue does UNIVERSITY OF CINCINNATI VOLUNTARY TIAA SURVIVORSHIP TRUST have?
On its 990 for the year ended December 31, 2025 it reported revenue of $112,889, expenses of $149,554 and total assets of $2,873,119 at year end.

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