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Nonprofit · EIN 31-6067552

TR U-W LAWRENCE ARCHER WACHS

Also known as FIFTH THIRD BANK TRUSTEE

Tax-exempt · CINCINNATI, OH 45263

Financials

$368K$179K2025
Revenue Expenses · by fiscal year end
Financials of TR U-W LAWRENCE ARCHER WACHS by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$367,888$178,928$188,960$2,578,569$0$2,578,569
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$367,888
Net gain from sales of assets
$302,183
Other revenue
$0

Expenses

Grants and similar amounts paid
$139,874
Compensation of officers, directors and key employees
$35,272
Salaries, compensation and benefits (total)
$35,272
Professional fundraising fees
$0
Legal fees
$1,200
Accounting fees
$1,500
Program services (functional)
$145,165
Management and general (functional)
$33,763

Balance sheet and other

Total assets, start of year
$2,389,709
Total assets, end of year
$2,578,569
Total liabilities, end of year
$0
Net assets, end of year
$2,578,569
Publicly traded securities
$2,394,168
Gross receipts
$1,182,950
Employees
0
Year formed
1964
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 December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
FIFTH THIRD BANK N ATRUSTEE
Institutional trustee
1$35,272

Address and contacts

Address (IRS master file)
PO BOX 630858, CINCINNATI, OH 45263-0858
Principal officer (990 for 2025)
FIFTH THIRD BANK, 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 CHARITABLE ORGANIZATION NAMED IN THE GOVERNING DOCUMENT

990 for the year ended December 31, 2025

Program accomplishments

  • DISTRIBUTIONS TO CINCINNATI MUSUEM ASSOCIATION AS DIRECTED BY THE GOVERNING DOCUMENT
    Expenses $145,165 · grants $139,874

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

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
31-6067552
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
2018
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$2,578,569
Income (IRS master file)
$1,182,950

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025–––IRS
990December 2024–––IRS
990December 2023$141,465$164,434$2,275,569IRS
990December 2022$88,207$182,439$2,298,904IRS
990December 2021$233,684$165,089$2,393,454IRS
990-PFDecember 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 TR U-W LAWRENCE ARCHER WACHS

What is the EIN of TR U-W LAWRENCE ARCHER WACHS?
The employer identification number (EIN) of TR U-W LAWRENCE ARCHER WACHS is 31-6067552.
Is TR U-W LAWRENCE ARCHER WACHS tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
Are donations to TR U-W LAWRENCE ARCHER WACHS tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does TR U-W LAWRENCE ARCHER WACHS 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 TR U-W LAWRENCE ARCHER WACHS 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 TR U-W LAWRENCE ARCHER WACHS last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of TR U-W LAWRENCE ARCHER WACHS?
The 990 for the year ended December 31, 2025 names FIFTH THIRD BANK.
Who are the officers and directors of TR U-W LAWRENCE ARCHER WACHS?
The 990 for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $35,272 (FIFTH THIRD BANK N A, TRUSTEE).
How much revenue does TR U-W LAWRENCE ARCHER WACHS have?
On its 990 for the year ended December 31, 2025 it reported revenue of $367,888, expenses of $178,928 and total assets of $2,578,569 at year end.

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