Nonprofit · EIN 31-6205148
PATTISON FOUNDATION CHARITABLE LEAD TRUST 010001229905
Tax-exempt · CINCINNATI, OH 45263
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $50,419 | $75,965 | -$25,546 | $322,997 | $0 | $322,997 |
| December 31, 2024 | 990-PF | $43,018 | $17,964 | $25,054 | $348,545 | $0 | $348,545 |
| December 31, 2023 | 990-PF | $16,746 | $40,372 | -$23,626 | $323,718 | $0 | $323,718 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $11,850
- Net gain from sales of assets
- $36,058
- Other income
- $2,511
Expenses
- Grants and similar amounts paid
- $62,000
- Compensation of officers, directors and key employees
- $7,845
- Disbursements for charitable purposes
- $65,212
- Excise tax on investment income
- $569
Balance sheet and other
- Total assets, start of year
- $348,545
- Total assets, end of year
- $322,997
- Total liabilities, end of year
- $0
- Net assets, end of year
- $322,997
- Fair market value of assets
- $523,674
- Qualifying distributions
- $65,212
- Net investment income
- $47,695
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 SQ PLAZA MD1090VD, CINCINNATI, OH 45202 | CO-TRUSTEE | 1 | $7,845 |
| LEWIS GATCH 8050 HOSBROOK RD SUITE 102, CINCINNATI, OH 45236 | CO-TRUSTEE | 1 | $0 |
| SUZANNE ZESCH 8750 INDIAN HILL ROAD, CINCINNATI, OH 45243 | CO-TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIFTH THIRD BANK N A 38 FOUNTAIN SQ PLAZA MD1090VD, CINCINNATI, OH 45202 | CO-TRUSTEE | 1 | $7,602 |
| LEWIS GATCH 8050 HOSBROOK RD SUITE 102, CINCINNATI, OH 45236 | CO-TRUSTEE | 1 | $0 |
| SUZANNE ZESCH 8750 INDIAN HILL ROAD, CINCINNATI, OH 45243 | CO-TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIFTH THIRD BANK N A 38 FOUNTAIN SQ PLAZA MD1090VD, CINCINNATI, OH 45202 | CO-TRUSTEE | 1 | $6,540 |
| LEWIS GATCH 8050 HOSBROOK RD SUITE 102, CINCINNATI, OH 45236 | CO-TRUSTEE | 1 | $0 |
| SUZANNE ZESCH 8750 INDIAN HILL ROAD, CINCINNATI, OH 45243 | CO-TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 630858, CINCINNATI, OH 45263-0858
- In care of
- % FIFTH THIRD BANK
- 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
- 31-6205148
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $322,997
- Income (IRS master file)
- $141,471
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $50,419 | $75,965 | $322,997 | IRS |
| 990-PF | December 2024 | $43,018 | $17,964 | $348,545 | XML |
| 990-PF | December 2023 | $16,746 | $40,372 | $323,718 | 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 31-6205148).
Questions about PATTISON FOUNDATION CHARITABLE LEAD TRUST 010001229905
- What is the EIN of PATTISON FOUNDATION CHARITABLE LEAD TRUST 010001229905?
- The employer identification number (EIN) of PATTISON FOUNDATION CHARITABLE LEAD TRUST 010001229905 is 31-6205148.
- Is PATTISON FOUNDATION CHARITABLE LEAD TRUST 010001229905 tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does PATTISON FOUNDATION CHARITABLE LEAD TRUST 010001229905 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of PATTISON FOUNDATION CHARITABLE LEAD TRUST 010001229905 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 PATTISON FOUNDATION CHARITABLE LEAD TRUST 010001229905 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 PATTISON FOUNDATION CHARITABLE LEAD TRUST 010001229905?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $7,845 (FIFTH THIRD BANK N A, CO-TRUSTEE).
- How much revenue does PATTISON FOUNDATION CHARITABLE LEAD TRUST 010001229905 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $50,419, expenses of $75,965 and total assets of $322,997 at year end.
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