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Nonprofit · EIN 31-6158302

TR U I V WILL HELEN MEYER - FL

Tax-exempt · CINCINNATI, OH 45263

Financials

$441K$284K2025
Revenue Expenses · by fiscal year end
Financials of TR U I V WILL HELEN MEYER - FL by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$441,141$283,824$157,317$4,678,968$0$4,678,968
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$110,894
Net gain from sales of assets
$330,247

Expenses

Grants and similar amounts paid
$247,615
Compensation of officers, directors and key employees
$30,055
Disbursements for charitable purposes
$252,847
Excise tax on investment income
$5,764

Balance sheet and other

Total assets, start of year
$4,521,983
Total assets, end of year
$4,678,968
Total liabilities, end of year
$0
Net assets, end of year
$4,678,968
Fair market value of assets
$5,366,827
Qualifying distributions
$252,847
Net investment income
$441,106

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.

NameTitleHours / weekCompensation
FIFTH THIRD BANK N A
38 FOUNTAIN SQ PL MD 1090VD, CINCINNATI, OH 45202
TRUSTEE1$30,055

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

IRS record

EIN
31-6158302
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)
$4,678,968
Income (IRS master file)
$2,527,544

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025–––IRS
990-PFDecember 2024–––IRS
990-PFDecember 2023-$43,731$279,572$4,547,648IRS
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
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 I V WILL HELEN MEYER - FL

What is the EIN of TR U I V WILL HELEN MEYER - FL?
The employer identification number (EIN) of TR U I V WILL HELEN MEYER - FL is 31-6158302.
Is TR U I V WILL HELEN MEYER - FL tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
Are donations to TR U I V WILL HELEN MEYER - FL tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does TR U I V WILL HELEN MEYER - FL file?
Form 990-PF. Private foundations file every year.
When is the next return of TR U I V WILL HELEN MEYER - FL 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 I V WILL HELEN MEYER - FL 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 TR U I V WILL HELEN MEYER - FL?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $30,055 (FIFTH THIRD BANK N A, TRUSTEE).
How much revenue does TR U I V WILL HELEN MEYER - FL have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $441,141, expenses of $283,824 and total assets of $4,678,968 at year end.

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