Nonprofit · EIN 31-6391898
CLARA M HUENEFELD TR UA
Tax-exempt · CINCINNATI, OH 45263
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $13,012 | $11,261 | $1,751 | $105,928 | $0 | $105,928 |
| September 30, 2024 | 990-PF | $5,947 | $10,965 | -$5,018 | $104,184 | $0 | $104,184 |
| September 30, 2023 | 990-PF | $4,344 | $10,475 | -$6,131 | $109,203 | $0 | $109,203 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $2,820
- Net gain from sales of assets
- $10,192
Expenses
- Grants and similar amounts paid
- $6,000
- Compensation of officers, directors and key employees
- $3,600
- Disbursements for charitable purposes
- $8,110
- Excise tax on investment income
- $138
Balance sheet and other
- Total assets, start of year
- $104,184
- Total assets, end of year
- $105,928
- Total liabilities, end of year
- $0
- Net assets, end of year
- $105,928
- Fair market value of assets
- $136,385
- Qualifying distributions
- $8,110
- Net investment income
- $13,009
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIFTH THIRD BANK N A 38 FOUNTAIN SQ PLAZA MD1090VD, CINCINNATI, OH 45202 | Trustee | 1 | $3,600 |
990-PF for the year ended September 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIFTH THIRD BANK N A 38 FOUNTAIN SQ PLAZA MD1090VD, CINCINNATI, OH 45202 | Trustee | 1 | $3,600 |
990-PF for the year ended September 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIFTH THIRD BANK N A 38 FOUNTAIN SQ PLAZA MD1090VD, CINCINNATI, OH 45202 | Trustee | 1 | $3,600 |
Address and contacts
- Address (IRS master file)
- PO BOX 630858, CINCINNATI, OH 45263-0858
- In care of
- % FIFTH THIRD BANK TTEE
- 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 31-6391898
- 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
- 1990
- Accounting year ends
- September
- Files
- Form 990-PF
- Assets (IRS master file)
- $105,928
- Income (IRS master file)
- $49,653
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $13,012 | $11,261 | $105,928 | XML |
| 990-PF | September 2024 | $5,947 | $10,965 | $104,184 | XML |
| 990-PF | September 2023 | $4,344 | $10,475 | $109,203 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 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 31-6391898).
Questions about CLARA M HUENEFELD TR UA
- What is the EIN of CLARA M HUENEFELD TR UA?
- The employer identification number (EIN) of CLARA M HUENEFELD TR UA is 31-6391898.
- Is CLARA M HUENEFELD TR UA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
- Are donations to CLARA M HUENEFELD TR UA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CLARA M HUENEFELD TR UA file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CLARA M HUENEFELD TR UA due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CLARA M HUENEFELD TR UA 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 CLARA M HUENEFELD TR UA?
- The 990-PF for the year ended September 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $3,600 (FIFTH THIRD BANK N A, Trustee).
- How much revenue does CLARA M HUENEFELD TR UA have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $13,012, expenses of $11,261 and total assets of $105,928 at year end.
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