Nonprofit · EIN 31-6023429
FRANCIS L ALLISON TRUST FBO
Tax-exempt · CINCINNATI, OH 45263
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $38,278 | $21,919 | $16,359 | $279,469 | $0 | $279,469 |
| December 31, 2024 | 990-PF | $20,738 | $20,211 | $527 | $263,121 | $0 | $263,121 |
| December 31, 2023 | 990-PF | $10,966 | $19,711 | -$8,745 | $262,568 | $0 | $262,568 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $7,056
- Net gain from sales of assets
- $31,212
- Other income
- $10
Expenses
- Grants and similar amounts paid
- $15,200
- Compensation of officers, directors and key employees
- $4,598
- Disbursements for charitable purposes
- $17,557
- Excise tax on investment income
- $476
Balance sheet and other
- Total assets, start of year
- $263,121
- Total assets, end of year
- $279,469
- Total liabilities, end of year
- $0
- Net assets, end of year
- $279,469
- Fair market value of assets
- $325,349
- Qualifying distributions
- $17,557
- Net investment income
- $38,260
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 |
|---|---|---|---|
| FIFTH THIRD BANK N A 38 FOUNTAIN SQUARE MD1090VD, CINCINNATI, OH 45202 | TRUSTEE | 1 | $4,598 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIFTH THIRD BANK N A 38 FOUNTAIN SQUARE MD1090VD, CINCINNATI, OH 45202 | TRUSTEE | 1 | $4,391 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIFTH THIRD BANK N A 38 FOUNTAIN SQUARE MD1090VD, CINCINNATI, OH 45202 | TRUSTEE | 1 | $4,042 |
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 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
- 31-6023429
- 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
- 2019
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $279,469
- Income (IRS master file)
- $132,537
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $38,278 | $21,919 | $279,469 | IRS |
| 990-PF | December 2024 | $20,738 | $20,211 | $263,121 | XML |
| 990-PF | December 2023 | $10,966 | $19,711 | $262,568 | 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 31-6023429).
Questions about FRANCIS L ALLISON TRUST FBO
- What is the EIN of FRANCIS L ALLISON TRUST FBO?
- The employer identification number (EIN) of FRANCIS L ALLISON TRUST FBO is 31-6023429.
- Is FRANCIS L ALLISON TRUST FBO tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to FRANCIS L ALLISON TRUST FBO tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does FRANCIS L ALLISON TRUST FBO file?
- Form 990-PF. Private foundations file every year.
- When is the next return of FRANCIS L ALLISON TRUST FBO 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 FRANCIS L ALLISON TRUST FBO 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 FRANCIS L ALLISON TRUST FBO?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $4,598 (FIFTH THIRD BANK N A, TRUSTEE).
- How much revenue does FRANCIS L ALLISON TRUST FBO have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $38,278, expenses of $21,919 and total assets of $279,469 at year end.
Other nonprofits in CINCINNATI
- CHILDRENS HOSPITAL MEDICAL CENTER EIN 31-0833936 · last filed 990 for 2025
- UC HEALTHCARE SYSTEM EIN 27-3850988 · last filed 990 for 2025
- BON SECOURS RICHMOND HEALTH SYSTEM EIN 52-1988421 · last filed 990 for 2023
- CHRIST HOSPITAL EIN 31-0538525 · last filed 990 for 2025
- KROGER CO HEALTH AND WELFARE BENEFIT TR FOR COLLECTIVELY-BARGAI EIN 31-1444123 · last filed 990 for 2024
- BETHESDA HOSPITAL INC EIN 31-0537122 · last filed 990 for 2025
- THE GOOD SAMARITAN HOSPITAL OF CINCINNATI OHIO DTD 01251995 EIN 31-0537486 · last filed 990 for 2025
- SOUTHERN OHIO CHAMBER ALLIANCE BENEFIT PLAN EIN 47-1277622 · last filed 990 for 2024