Nonprofit · EIN 31-1532283
DUDLEY TAFT CHARITABLE FDN
Tax-exempt · CINCINNATI, OH 45263
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $14,709,151 | $835,944 | $13,873,207 | $17,100,600 | $0 | $17,100,600 |
| December 31, 2024 | 990-PF | $2,680,930 | $899,128 | $1,781,802 | $9,398,303 | $0 | $9,398,303 |
| December 31, 2023 | 990-PF | $1,548,838 | $791,154 | $757,684 | $8,489,090 | $0 | $8,489,090 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $7,164,726
- Dividends
- $401,667
- Net gain from sales of assets
- $7,142,079
- Other income
- $679
Expenses
- Grants and similar amounts paid
- $721,000
- Disbursements for charitable purposes
- $722,955
- Excise tax on investment income
- $103,437
Balance sheet and other
- Total assets, start of year
- $9,398,303
- Total assets, end of year
- $17,100,600
- Total liabilities, end of year
- $0
- Net assets, end of year
- $17,100,600
- Fair market value of assets
- $22,563,721
- Qualifying distributions
- $722,955
- Net investment income
- $7,538,187
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DUDLEY S TAFT 312 WALNUT STREET, CINCINNATI, OH 45202 | PRESIDENT | 1 | $0 |
| LEE A CARTER CO FIFTH THIRD BANK P O BOX 630858, CINCINNATI, OH 45263 | TREASURER | 1 | $0 |
| DUDLEY S TAFT JR CO FIFTH THIRD B P O BOX 630858, CINCINNATI, OH 45263 | BOARD MEMBER | 1 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DUDLEY S TAFT 312 WALNUT STREET, CINCINNATI, OH 45202 | PRESIDENT | 1 | $0 |
| LEE A CARTER CO FIFTH THIRD BANK P O BOX 630858, CINCINNATI, OH 45263 | TREASURER | 1 | $0 |
| DUDLEY S TAFT JR CO FIFTH THIRD B P O BOX 630858, CINCINNATI, OH 45263 | BOARD MEMBER | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DUDLEY S TAFT 312 WALNUT STREET, CINCINNATI, OH 45202 | PRESIDENT | 1 | $0 |
| LEE A CARTER CO FIFTH THIRD BANK P O BOX 630858, CINCINNATI, OH 45263 | TREASURER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 630858, CINCINNATI, OH 45263-0858
- In care of
- % FIFTH THIRD BANK TTEE
- Signed the 990-PF
- DUDLEY S TAFT, 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 31-1532283
- 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
- 1998
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $17,100,600
- Income (IRS master file)
- $19,259,171
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $14,709,151 | $835,944 | $17,100,600 | IRS |
| 990-PF | December 2024 | $2,680,930 | $899,128 | $9,398,303 | IRS |
| 990-PF | December 2023 | $1,548,838 | $791,154 | $8,489,090 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 31-1532283).
Questions about DUDLEY TAFT CHARITABLE FDN
- What is the EIN of DUDLEY TAFT CHARITABLE FDN?
- The employer identification number (EIN) of DUDLEY TAFT CHARITABLE FDN is 31-1532283.
- Is DUDLEY TAFT CHARITABLE FDN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to DUDLEY TAFT CHARITABLE FDN tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DUDLEY TAFT CHARITABLE FDN file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DUDLEY TAFT CHARITABLE FDN 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 DUDLEY TAFT CHARITABLE FDN 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 DUDLEY TAFT CHARITABLE FDN?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does DUDLEY TAFT CHARITABLE FDN have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $14,709,151, expenses of $835,944 and total assets of $17,100,600 at year end.
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