Nonprofit · EIN 31-6020341
CHARLES MOERLEIN FOUNDATION FIFTH THIRD BANK
Tax-exempt · CINCINNATI, OH 45263
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $198,819 | $127,627 | $71,192 | $1,718,827 | $0 | $1,718,827 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $45,513
- Net gain from sales of assets
- $153,306
Expenses
- Grants and similar amounts paid
- $90,000
- Compensation of officers, directors and key employees
- $34,249
- Disbursements for charitable purposes
- $96,807
- Excise tax on investment income
- $2,350
Balance sheet and other
- Total assets, start of year
- $1,647,640
- Total assets, end of year
- $1,718,827
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,718,827
- Fair market value of assets
- $2,224,284
- Qualifying distributions
- $96,807
- Net investment income
- $198,772
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIFTH THIRD BANK N A 38 FOUNTAIN SQ PLAZA MD1090VD, CINCINNATI, OH 45202 | TRUSTEE | 1 | $34,249 |
Address and contacts
- Address (IRS master file)
- PO BOX 630858, CINCINNATI, OH 45263-0858
- In care of
- % HEIDI JARK
- Signed the 990-PF
- MATTHEW CAROTHERS, 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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990-PF on file |
IRS record
- EIN
- 31-6020341
- 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
- 2018
- Accounting year ends
- September
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T12)
- Assets (IRS master file)
- $1,718,827
- Income (IRS master file)
- $771,303
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | – | – | – | IRS |
| 990-PF | September 2024 | – | – | – | IRS |
| 990-PF | September 2023 | $83,293 | $101,382 | $1,681,735 | IRS |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 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 CHARLES MOERLEIN FOUNDATION FIFTH THIRD BANK
- What is the EIN of CHARLES MOERLEIN FOUNDATION FIFTH THIRD BANK?
- The employer identification number (EIN) of CHARLES MOERLEIN FOUNDATION FIFTH THIRD BANK is 31-6020341.
- Is CHARLES MOERLEIN FOUNDATION FIFTH THIRD BANK tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to CHARLES MOERLEIN FOUNDATION FIFTH THIRD BANK tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CHARLES MOERLEIN FOUNDATION FIFTH THIRD BANK file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CHARLES MOERLEIN FOUNDATION FIFTH THIRD BANK due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CHARLES MOERLEIN FOUNDATION FIFTH THIRD BANK last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of CHARLES MOERLEIN FOUNDATION FIFTH THIRD BANK?
- The 990-PF for the year ended September 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $34,249 (FIFTH THIRD BANK N A, TRUSTEE).
- How much revenue does CHARLES MOERLEIN FOUNDATION FIFTH THIRD BANK have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $198,819, expenses of $127,627 and total assets of $1,718,827 at year end.
Other nonprofits in CINCINNATI
- GREATER CINCINNATI FOUNDATION EIN 31-0669700 · last filed 990 for 2024
- UNIVERSITY OF CINCINNATI FOUNDATION EIN 31-0896555 · last filed 990 for 2025
- JOHNSON CHARITABLE GIFT FUND EIN 30-0233491 · last filed 990 for 2025
- STRIVETOGETHER INC EIN 81-3380647 · last filed 990 for 2025
- YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER CINCINNATI EIN 31-0537178 · last filed 990 for 2025
- UNITED WAY OF GREATER CINCINNATI EIN 31-0537502 · last filed 990 for 2025
- JEWISH FEDERATION OF CINCINNATI EIN 31-0537174 · last filed 990 for 2024
- OHIO SHARED INFORMATION SERVICES INC EIN 31-1762094 · last filed 990 for 2025
All nonprofits in CINCINNATI · Ohio · Philanthropy, voluntarism and grantmaking foundations