Nonprofit · EIN 31-1250483
HELEN L OCCHI TRUST
Tax-exempt · COLUMBUS, OH 43216
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $6,483 | $17,385 | -$10,902 | $77,902 | $0 | $77,902 |
| June 30, 2024 | 990-PF | $4,332 | $17,369 | -$13,037 | $88,937 | $0 | $88,937 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $2,759
- Net gain from sales of assets
- $3,724
Expenses
- Grants and similar amounts paid
- $12,000
- Compensation of officers, directors and key employees
- $4,020
- Disbursements for charitable purposes
- $15,310
- Excise tax on investment income
- $62
Balance sheet and other
- Total assets, start of year
- $88,937
- Total assets, end of year
- $77,902
- Total liabilities, end of year
- $0
- Net assets, end of year
- $77,902
- Fair market value of assets
- $82,887
- Qualifying distributions
- $15,310
- Net investment income
- $6,480
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HUNTINGTON NATIONAL BANK PO BOX 1558 DEPT EA5W86, COLUMBUS, OH 43216 | TRUSTEE | 1 | $4,020 |
990-PF for the year ended June 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HUNTINGTON NATIONAL BANK PO BOX 1558 DEPT EA5W86, COLUMBUS, OH 43216 | TRUSTEE | 1 | $4,060 |
Address and contacts
- Address (IRS master file)
- PO BOX 1558, COLUMBUS, OH 43216-1558
- In care of
- % HUNTINGTON TRUST CO
- Signed the 990-PF
- HUNTINGTON NATIONAL BANK, VICE PRESIDENT
- Phone
- (216) 206-1207
- 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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 31-1250483
- 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
- 1989
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Religion-related (X20I)
- Assets (IRS master file)
- $77,902
- Income (IRS master file)
- $64,939
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $6,483 | $17,385 | $77,902 | IRS |
| 990-PF | June 2024 | $4,332 | $17,369 | $88,937 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | 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 31-1250483).
Questions about HELEN L OCCHI TRUST
- What is the EIN of HELEN L OCCHI TRUST?
- The employer identification number (EIN) of HELEN L OCCHI TRUST is 31-1250483.
- Is HELEN L OCCHI TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
- Are donations to HELEN L OCCHI TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HELEN L OCCHI TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HELEN L OCCHI TRUST due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HELEN L OCCHI TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of HELEN L OCCHI TRUST?
- The 990-PF for the year ended June 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $4,020 (HUNTINGTON NATIONAL BANK, TRUSTEE).
- How much revenue does HELEN L OCCHI TRUST have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $6,483, expenses of $17,385 and total assets of $77,902 at year end.
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