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Nonprofit · EIN 31-6120701

PAUL B EVERS TRUST

Tax-exempt · XENIA, OH 45385

Financials

$1K$9K2023$8K$10K2024
Revenue Expenses · by fiscal year end
Financials of PAUL B EVERS TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$8,418$9,681-$1,263$225,148$0$225,148
December 31, 2023990-PF$1,467$9,336-$7,869$226,411$0$226,411
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$4,000
Net gain from sales of assets
$4,418

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$1,140
Salaries, compensation and benefits (total)
$6,563
Disbursements for charitable purposes
$7,172
Excise tax on investment income
$82

Balance sheet and other

Total assets, start of year
$226,411
Total assets, end of year
$225,148
Total liabilities, end of year
$0
Net assets, end of year
$225,148
Fair market value of assets
$230,187
Qualifying distributions
$18,172
Net investment income
$8,418

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
SHEILA R HOAG
133 EAST MARKET STREET, XENIA, OH 45385
ADMINISTRATOR1.6$6,563
DAVID L PENDRY
133 EAST MARKET STREET, XENIA, OH 45385
TRUSTEE0.5$1,140
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
DAVID L PENDRY
133 EAST MARKET STREET, XENIA, OH 45385
TRUSTEE0.5$1,110

Address and contacts

Address (IRS master file)
133 E MARKET ST, XENIA, OH 45385-3110
In care of
% DAVID L PENDRY
Signed the 990-PF
DAVID L PENDRY, TRUSTEE
Phone
(937) 372-4919
Return prepared by
Nicholls Tax & Accounting

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
31-6120701
Exempt since
1900
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$225,148
Income (IRS master file)
$75,417

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$8,418$9,681$225,148XML
990-PFDecember 2023$1,467$9,336$226,411XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 31-6120701).

Questions about PAUL B EVERS TRUST

What is the EIN of PAUL B EVERS TRUST?
The employer identification number (EIN) of PAUL B EVERS TRUST is 31-6120701.
Is PAUL B EVERS TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt since 1900.
Which annual return does PAUL B EVERS TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of PAUL B EVERS TRUST due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did PAUL B EVERS TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of PAUL B EVERS TRUST?
The 990-PF for the year ended December 31, 2024 lists 2 people; 2 received compensation from the organization, the highest $6,563 (SHEILA R HOAG, ADMINISTRATOR).
How much revenue does PAUL B EVERS TRUST have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $8,418, expenses of $9,681 and total assets of $225,148 at year end.

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