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Nonprofit · EIN 31-6019902

CORALE B WORKUM TR UW DECD

Tax-exempt · CINCINNATI, OH 45263

Financials

$301K$320K2024$2M$296K2025
Revenue Expenses · by fiscal year end
Financials of CORALE B WORKUM TR UW DECD by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
March 31, 2026990$2,001,637$295,817$1,705,820$4,736,920$0$4,736,920
March 31, 2025990$300,827$319,900-$19,073$3,029,893$0$3,029,893
Financial details: 990 for the year ended March 31, 2026

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$2,001,637
Net gain from sales of assets
$1,866,723
Other revenue
$0

Expenses

Grants and similar amounts paid
$232,732
Compensation of officers, directors and key employees
$59,707
Salaries, compensation and benefits (total)
$59,707
Professional fundraising fees
$0
Accounting fees
$1,500
Program services (functional)
$241,688
Management and general (functional)
$54,129

Balance sheet and other

Total assets, start of year
$3,029,893
Total assets, end of year
$4,736,920
Total liabilities, end of year
$0
Net assets, end of year
$4,736,920
Publicly traded securities
$4,448,095
Gross receipts
$5,490,417
Employees
0
Year formed
1957
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 March 31, 2026, highest compensation first.

NameTitleHours / weekCompensation
FIFTH THIRD BANK NATRUSTEE
Institutional trustee
1$59,707
990 for the year ended March 31, 2025: 1 people
NameTitleHours / weekCompensation
FIFTH THIRD BANK NATRUSTEE
Institutional trustee
1$60,721

Address and contacts

Address (IRS master file)
PO BOX 630858, CINCINNATI, OH 45263-0858
Principal officer (990 for 2025)
FIFTH THIRD BANK NA, P O BOX 630858, CINCINNATI, OH 452630858
Signed the 990
MATTHEW CAROTHERS, Trustee
Phone
(513) 534-5310
Return prepared by
PWC US TAX LLP

Mission

TRUST ASSETS ARE INVESTED TO PROVIDE INCOME TO BE DISTRIBUTED TO THE CHARITIES NAMED IN THE GOVERNING DOCUMENT

990 for the year ended March 31, 2026

Program accomplishments

  • UNIVERSITY OF CINCINNATI FOUNDATION
    Expenses $160,849 · grants $154,889
  • HEBREW UNION COLLEGE
    Expenses $80,424 · grants $77,443
  • JEWISH HOME OF CINCINNATI, INC.
    Expenses $208 · grants $200
  • Expenses $207 · grants $200

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

Tax yearYear endedDueIRS public records
2025March 31, 2026August 17, 2026990 on file
2024March 31, 2025August 15, 2025990 on file
2023March 31, 2024August 15, 2024990 on file

IRS record

EIN
31-6019902
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
1976
Accounting year ends
March
Files
Form 990 or 990-EZ
Assets (IRS master file)
$4,736,920
Income (IRS master file)
$5,490,417

Filing history

FormYear endedRevenueExpensesAssetsReturn
990March 2026–––IRS
990March 2025–––IRS
990March 2024$173,565$304,760$3,048,755IRS
990March 2023$193,551$350,528$3,179,862IRS
990March 2022–––IRS
990March 2021–––IRS
990March 2020–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about CORALE B WORKUM TR UW DECD

What is the EIN of CORALE B WORKUM TR UW DECD?
The employer identification number (EIN) of CORALE B WORKUM TR UW DECD is 31-6019902.
Is CORALE B WORKUM TR UW DECD tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1976.
Are donations to CORALE B WORKUM TR UW DECD tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
Which annual return does CORALE B WORKUM TR UW DECD 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 CORALE B WORKUM TR UW DECD due?
The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CORALE B WORKUM TR UW DECD last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended March 2026.
Who is the principal officer of CORALE B WORKUM TR UW DECD?
The 990 for the year ended March 31, 2026 names FIFTH THIRD BANK NA.
Who are the officers and directors of CORALE B WORKUM TR UW DECD?
The 990 for the year ended March 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $59,707 (FIFTH THIRD BANK NA, TRUSTEE).
How much revenue does CORALE B WORKUM TR UW DECD have?
On its 990 for the year ended March 31, 2026 it reported revenue of $2,001,637, expenses of $295,817 and total assets of $4,736,920 at year end.

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