Nonprofit · EIN 33-6656735
CLARENCE AND RITA BARHORST CHARITABLE TR
Also known as SUSAN M KLUMP TTEE
Tax-exempt · CINCINNATI, OH 45211
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,574,730 | $8,152 | $1,566,578 | $1,566,578 | $0 | $1,566,578 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,570,055
- Dividends
- $66
- Interest
- $115
- Net gain from sales of assets
- $4,494
Expenses
- Grants and similar amounts paid
- $0
- Disbursements for charitable purposes
- $8,152
- Excise tax on investment income
- $65
Balance sheet and other
- Total assets, start of year
- –
- Total assets, end of year
- $1,566,578
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,566,578
- Fair market value of assets
- $1,580,728
- Qualifying distributions
- $8,152
- Net investment income
- $4,675
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 |
|---|---|---|---|
| SUSAN M KLUMP 3610 RACKACRES DRIVE, CINCINNATI, OH 45211 | CO-TRUSTEE | 1 | $0 |
| GARRY A BARHORST 1721 PINEHURST DRIVE, SPRINGFIELD, OH 45502 | CO-TRUSTEE | 1 | $0 |
| EARL K FERNANDES 198 E BROAD STREET, COLUMBUS, OH 432153702 | CO-TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 3610 RACKACRES DR, CINCINNATI, OH 45211-1858
- In care of
- % SUSAN M KLUMP
- Signed the 990-PF
- SUSAN M KLUMP, CO-TRUSTEE
- Phone
- (513) 312-5750
- Return prepared by
- ESAREY & ASSOCIATES LLC
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 | Check at the IRS |
| 2023 | December 31, 2023 | May 15, 2024 | Check at the IRS |
IRS record
- EIN
- 33-6656735
- 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
- 2025
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,566,578
- Income (IRS master file)
- $1,574,730
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,574,730 | $8,152 | $1,566,578 | XML |
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 33-6656735).
Questions about CLARENCE AND RITA BARHORST CHARITABLE TR
- What is the EIN of CLARENCE AND RITA BARHORST CHARITABLE TR?
- The employer identification number (EIN) of CLARENCE AND RITA BARHORST CHARITABLE TR is 33-6656735.
- Is CLARENCE AND RITA BARHORST CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2025.
- Are donations to CLARENCE AND RITA BARHORST CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CLARENCE AND RITA BARHORST CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CLARENCE AND RITA BARHORST CHARITABLE TR 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 CLARENCE AND RITA BARHORST CHARITABLE TR 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 CLARENCE AND RITA BARHORST CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does CLARENCE AND RITA BARHORST CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,574,730, expenses of $8,152 and total assets of $1,566,578 at year end.
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