Nonprofit · EIN 31-6470521
EWING T BOLES ENDOWMENT FUND TRUST FBO PHI KAPPA TAU FOUNDATION
Tax-exempt · CINCINNATI, OH 45263
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $673,044 | $324,871 | $348,173 | $5,000,521 | $0 | $5,000,521 |
| December 31, 2024 | 990 | $609,667 | $296,969 | $312,698 | $4,652,539 | $0 | $4,652,539 |
| December 31, 2023 | 990 | $345,035 | $305,400 | $39,635 | $4,339,491 | $0 | $4,339,491 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $673,044
- Net gain from sales of assets
- $550,706
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $258,885
- Compensation of officers, directors and key employees
- $62,648
- Salaries, compensation and benefits (total)
- $62,648
- Professional fundraising fees
- $0
- Accounting fees
- $1,500
- Program services (functional)
- $268,282
- Management and general (functional)
- $56,589
Balance sheet and other
- Total assets, start of year
- $4,652,539
- Total assets, end of year
- $5,000,521
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,000,521
- Publicly traded securities
- $4,651,719
- Net assets without donor restrictions
- $5,000,521
- Gross receipts
- $2,196,228
- Employees
- 0
- Year formed
- 1987
- 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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIFTH THIRD BANK N A | TRUSTEE Institutional trustee | 1 | $62,648 |
990 for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIFTH THIRD BANK N A | TRUSTEE Institutional trustee | 1 | $60,137 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIFTH THIRD BANK N A | TRUSTEE Institutional trustee | 1 | $55,345 |
Address and contacts
- Address (IRS master file)
- PO BOX 630858, CINCINNATI, OH 45263-0858
- In care of
- % MARK D SNEFF ESQ
- Principal officer (990 for 2025)
- FIFTH THIRD BANK, PO BOX 630858, CINCINNATI, OH 452630858
- Signed the 990
- MATTHEW CAROTHERS, Trustee
- Phone
- (513) 534-5310
- Return prepared by
- PWC US TAX LLP
Mission
FUNDS PROVIDED TO PHI KAPPA TAU FOUNDATION WILL FURTHER ENABLE THE FOUNDATION TO CARRY OUT ITS EDUCATIONAL PROGRAMS.
Program accomplishments
- PHI KAPPA TAUExpenses $268,282 · grants $258,885
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 31-6470521
- 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
- 2011
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $5,000,521
- Income (IRS master file)
- $2,196,228
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $673,044 | $324,871 | $5,000,521 | IRS |
| 990 | December 2024 | $609,667 | $296,969 | $4,652,539 | XML |
| 990 | December 2023 | $345,035 | $305,400 | $4,339,491 | XML |
| 990 | December 2022 | $294,892 | $349,366 | $4,300,529 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | 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 31-6470521).
Questions about EWING T BOLES ENDOWMENT FUND TRUST FBO PHI KAPPA TAU FOUNDATION
- What is the EIN of EWING T BOLES ENDOWMENT FUND TRUST FBO PHI KAPPA TAU FOUNDATION?
- The employer identification number (EIN) of EWING T BOLES ENDOWMENT FUND TRUST FBO PHI KAPPA TAU FOUNDATION is 31-6470521.
- Is EWING T BOLES ENDOWMENT FUND TRUST FBO PHI KAPPA TAU FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to EWING T BOLES ENDOWMENT FUND TRUST FBO PHI KAPPA TAU FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does EWING T BOLES ENDOWMENT FUND TRUST FBO PHI KAPPA TAU FOUNDATION 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 EWING T BOLES ENDOWMENT FUND TRUST FBO PHI KAPPA TAU FOUNDATION 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 EWING T BOLES ENDOWMENT FUND TRUST FBO PHI KAPPA TAU FOUNDATION 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 EWING T BOLES ENDOWMENT FUND TRUST FBO PHI KAPPA TAU FOUNDATION?
- The 990 for the year ended December 31, 2025 names FIFTH THIRD BANK.
- Who are the officers and directors of EWING T BOLES ENDOWMENT FUND TRUST FBO PHI KAPPA TAU FOUNDATION?
- The 990 for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $62,648 (FIFTH THIRD BANK N A, TRUSTEE).
- How much revenue does EWING T BOLES ENDOWMENT FUND TRUST FBO PHI KAPPA TAU FOUNDATION have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $673,044, expenses of $324,871 and total assets of $5,000,521 at year end.
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