Nonprofit · EIN 31-1469807
PLUM STREET TEMPLE HISTORIC PRESERVATION FUND
Tax-exempt · CINCINNATI, OH 45236
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $1,317,203 | $621,612 | $695,591 | $20,628,257 | $0 | $20,628,257 |
| December 31, 2024 | 990 | $693,767 | $740,056 | -$46,289 | $18,355,714 | $0 | $18,355,714 |
| December 31, 2023 | 990 | $761,589 | $867,076 | -$105,487 | $16,574,163 | $0 | $16,574,163 |
| December 31, 2021 | 990 | $1,061,447 | $316,066 | $745,381 | $17,595,038 | $0 | $17,595,038 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $173,337
- Program service revenue
- $0
- Investment income
- $1,143,866
- Net gain from sales of assets
- $656,057
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $12,670
- Program services (functional)
- $526,123
- Management and general (functional)
- $95,489
Balance sheet and other
- Total assets, start of year
- $18,355,714
- Total assets, end of year
- $20,628,257
- Total liabilities, end of year
- $0
- Net assets, end of year
- $20,628,257
- Publicly traded securities
- $20,559,039
- Net assets without donor restrictions
- $20,628,257
- Gross receipts
- $2,244,171
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1866
- 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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LOUIS CLAYBON | IMMEDIATE PAST PRESIDENT Trustee or director | 1 | $0 |
| SALLY SCHOTT | TRUSTEE Trustee or director | 1 | $0 |
| LEWIS KAMRASS | TRUSTEE Trustee or director | 1 | $0 |
| RONALD LOFTSPRING | TRUSTEE Trustee or director | 1 | $0 |
| DR EDWARD LOFTSPRING | TRUSTEE Trustee or director | 1 | $0 |
| DEBBIE RIDENOUR | TRUSTEE Trustee or director | 1 | $0 |
| DAVID SNYDER | TRUSTEE Trustee or director | 1 | $0 |
| ROBERT WEIL | TRUSTEE Trustee or director | 1 | $0 |
| PETER STERN | TRUSTEE Trustee or director | 1 | $0 |
| GAYLE WARM | TRUSTEE Trustee or director | 1 | $0 |
| TRUDY CRAIG | TRUSTEE Trustee or director | 1 | $0 |
| KAREN GOODMAN | TRUSTEE Trustee or director | 1 | $0 |
| JEFF STERN | TRUSTEE Trustee or director | 1 | $0 |
| JONATHAN CHAIKEN | PRESIDENT Officer | 1 | $0 |
| RICK KANTOR | SECRETARY Officer | 1 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHEN LAZARUS | VICE PRESIDENT Officer | 1 | $0 |
| STEPHANIE KAPLAN | TREASURER Officer | 1 | $0 |
990 for the year ended December 31, 2024: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LOUIS CLAYBON | IMMEDIATE PAST PRESIDENT Trustee or director | 1 | $0 |
| SALLY SCHOTT | TRUSTEE Trustee or director | 1 | $0 |
| LEWIS KAMRASS | TRUSTEE Trustee or director | 1 | $0 |
| RONALD LOFTSPRING | TRUSTEE Trustee or director | 1 | $0 |
| DR EDWARD LOFTSPRING | TRUSTEE Trustee or director | 1 | $0 |
| DEBBIE RIDENOUR | TRUSTEE Trustee or director | 1 | $0 |
| DAVID SNYDER | TRUSTEE Trustee or director | 1 | $0 |
| ROBERT WEIL | TRUSTEE Trustee or director | 1 | $0 |
| PETER STERN | TRUSTEE Trustee or director | 1 | $0 |
| GAYLE WARM | TRUSTEE Trustee or director | 1 | $0 |
| TRUDY CRAIG | TRUSTEE Trustee or director | 1 | $0 |
| KAREN GOODMAN | TRUSTEE Trustee or director | 1 | $0 |
| JEFF STERN | TRUSTEE Trustee or director | 1 | $0 |
| JONATHAN CHAIKEN | PRESIDENT Officer | 1 | $0 |
| RICK KANTOR | SECRETARY Officer | 1 | $0 |
| STEPHEN LAZARUS | VICE PRESIDENT Officer | 1 | $0 |
| STEPHANIE KAPLAN | TREASURER Officer | 1 | $0 |
990 for the year ended December 31, 2023: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SALLY SCHOTT | TRUSTEE Trustee or director | 1 | $0 |
| LEWIS KAMRASS | TRUSTEE Trustee or director | 1 | $0 |
| MARTY BETAGOLE | TRUSTEE Trustee or director | 1 | $0 |
| STEPHEN LAZARUS | TRUSTEE Trustee or director | 1 | $0 |
| RONALD LOFTSPRING | TRUSTEE Trustee or director | 1 | $0 |
| DR EDWARD LOFTSPRING | TRUSTEE Trustee or director | 1 | $0 |
| DEBBIE RIDENOUR | TRUSTEE Trustee or director | 1 | $0 |
| DAVID SNYDER | TRUSTEE Trustee or director | 1 | $0 |
| ROBERT WEIL | TRUSTEE Trustee or director | 1 | $0 |
| PETER STERN | TRUSTEE Trustee or director | 1 | $0 |
| GAYLE WARM | TRUSTEE Trustee or director | 1 | $0 |
| JONATHAN CHAIKEN | VICE PRESIDENT Officer | 1 | $0 |
| LOUIS CLAYBON | PRESIDENT Officer | 1 | $0 |
| DAVID HOGUET | IMMEDIATE PAST PRESIDENT Officer | 1 | $0 |
| RICK KANTOR | SECRETARY Officer | 1 | $0 |
| STEPHANIE KAPLAN | TREASURER Officer | 1 | $0 |
990 for the year ended December 31, 2021: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JONATHAN CHAIKEN | TRUSTEE Trustee or director | 1 | $0 |
| SALLY SCHOTT | TRUSTEE Trustee or director | 1 | $0 |
| LEWIS KAMRASS | TRUSTEE Trustee or director | 1 | $0 |
| MARTY BETAGOLE | TRUSTEE Trustee or director | 1 | $0 |
| RICK KANTOR | TRUSTEE Trustee or director | 1 | $0 |
| STEPHEN LAZARUS | TRUSTEE Trustee or director | 1 | $0 |
| ELISSA HABIB | TRUSTEE Trustee or director | 1 | $0 |
| STUART SUSSKIND | TRUSTEE Trustee or director | 1 | $0 |
| DR EDWARD LOFTSPRING | TRUSTEE Trustee or director | 1 | $0 |
| ROBERT WEIL | TRUSTEE Trustee or director | 1 | $0 |
| LOUIS CLAYBON | PRESIDENT Officer | 1 | $0 |
| DAVID HOGUET | IMMEDIATE PAST PRESIDENT Officer | 1 | $0 |
| BARRY LUCAS | SECRETARY Officer | 1 | $0 |
| RONALD LOFTSPRING | VICE PRESIDENT Officer | 1 | $0 |
| STEPHANIE KAPLAN | TREASURER Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 8329 RIDGE RD, CINCINNATI, OH 45236-1337
- In care of
- % STUART R SUSSKIND
- Principal officer (990 for 2025)
- JONATHAN CHAIKEN, 8329 RIDGE ROAD, CINCINNATI, OH 45236
- Signed the 990
- JONATHAN CHAIKEN, BOARD PRESIDENT
- Phone
- (513) 793-2556
- Return prepared by
- MELLOTT ADVISORS LLC
Mission
TO OBTAIN FUNDING FOR AND CONDUCT APPROPRIATE ACTIVITIES FOR THE MAINTENANCE AND PRESERVATION OF THE REAL ESTATE AND IMPROVEMENTS THEREON, KNOWN AS PLUM STREET TEMPLE, CINCINNATI, OHIO.
Program accomplishments
- TO OBTAIN FUNDING FOR AND CONDUCT APPROPRIATE ACTIVITIES FOR THE MAINTENANCE AND PRESERVATION OF THE REAL ESTATE AND IMPROVEMENTS THEREON, KNOWN AS PLUM STREET TEMPLE, CINCINNATI, OHIO.Expenses $526,123
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 31-1469807
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1997
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A80)
- Assets (IRS master file)
- $20,628,257
- Income (IRS master file)
- $2,244,171
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $1,317,203 | $621,612 | $20,628,257 | XML |
| 990 | December 2024 | $693,767 | $740,056 | $18,355,714 | XML |
| 990 | December 2023 | $761,589 | $867,076 | $16,574,163 | XML |
| 990 | December 2022 | $924,763 | $281,976 | $14,689,748 | IRS |
| 990 | December 2021 | $1,061,447 | $316,066 | $17,595,038 | XML |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | 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 31-1469807).
Questions about PLUM STREET TEMPLE HISTORIC PRESERVATION FUND
- What is the EIN of PLUM STREET TEMPLE HISTORIC PRESERVATION FUND?
- The employer identification number (EIN) of PLUM STREET TEMPLE HISTORIC PRESERVATION FUND is 31-1469807.
- Is PLUM STREET TEMPLE HISTORIC PRESERVATION FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to PLUM STREET TEMPLE HISTORIC PRESERVATION FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does PLUM STREET TEMPLE HISTORIC PRESERVATION FUND 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 PLUM STREET TEMPLE HISTORIC PRESERVATION 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 PLUM STREET TEMPLE HISTORIC PRESERVATION FUND 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 PLUM STREET TEMPLE HISTORIC PRESERVATION FUND?
- The 990 for the year ended December 31, 2025 names JONATHAN CHAIKEN.
- Who are the officers and directors of PLUM STREET TEMPLE HISTORIC PRESERVATION FUND?
- The 990 for the year ended December 31, 2025 lists 17 people; 0 received compensation from the organization.
- How much revenue does PLUM STREET TEMPLE HISTORIC PRESERVATION FUND have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $1,317,203, expenses of $621,612 and total assets of $20,628,257 at year end.
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