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Nonprofit · EIN 31-6024135

FIFTH THIRD UNION TRUST CO FOUNDATION

Tax-exempt · CINCINNATI, OH 45263

Financials

$15.7M$12M2024
Revenue Expenses · by fiscal year end
Financials of FIFTH THIRD UNION TRUST CO FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$15,671,304$12,022,589$3,648,715$17,033,617$0$17,033,617
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Contributions, gifts and grants
$15,000,000
Dividends
$718,583
Net gain from sales of assets
-$47,279

Expenses

Grants and similar amounts paid
$11,770,126
Compensation of officers, directors and key employees
$189,332
Disbursements for charitable purposes
$11,855,346
Excise tax on investment income
$7,751

Balance sheet and other

Total assets, start of year
$13,276,477
Total assets, end of year
$17,033,617
Total liabilities, end of year
$0
Net assets, end of year
$17,033,617
Fair market value of assets
$16,938,624
Qualifying distributions
$11,855,346
Net investment income
$718,583

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.

NameTitleHours / weekCompensation
FIFTH THIRD BANK N A
38 FOUNTAIN SQ PLAZA MD1090VD, CINCINNATI, OH 45202
TRUSTEE1$189,332

Address and contacts

Address (IRS master file)
PO BOX 630858, CINCINNATI, OH 45263-0858
In care of
% FIFTH THIRD BK
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 yearYear endedDueIRS public records
2025September 30, 2026February 15, 2027Not due yet
2024September 30, 2025February 16, 2026990-PF on file
2023September 30, 2024February 17, 2025990-PF on file

IRS record

EIN
31-6024135
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
1951
Accounting year ends
September
Files
Form 990-PF
Assets (IRS master file)
$17,033,617
Income (IRS master file)
$16,271,999

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025–––IRS
990-PFSeptember 2024–––IRS
990-PFSeptember 2023$8,921,924$17,791,080$20,184,367IRS
990-PFSeptember 2022–––IRS
990-PFSeptember 2021–––IRS
990-PFSeptember 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 FIFTH THIRD UNION TRUST CO FOUNDATION

What is the EIN of FIFTH THIRD UNION TRUST CO FOUNDATION?
The employer identification number (EIN) of FIFTH THIRD UNION TRUST CO FOUNDATION is 31-6024135.
Is FIFTH THIRD UNION TRUST CO FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1951.
Are donations to FIFTH THIRD UNION TRUST CO FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does FIFTH THIRD UNION TRUST CO FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of FIFTH THIRD UNION TRUST CO FOUNDATION 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 FIFTH THIRD UNION TRUST CO FOUNDATION 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 FIFTH THIRD UNION TRUST CO FOUNDATION?
The 990-PF for the year ended September 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $189,332 (FIFTH THIRD BANK N A, TRUSTEE).
How much revenue does FIFTH THIRD UNION TRUST CO FOUNDATION have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $15,671,304, expenses of $12,022,589 and total assets of $17,033,617 at year end.

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