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Nonprofit · EIN 34-6597380

L R MOFFITT & L W MOFFIT FOUNDATION CO-TRUST UW 06191-00

Tax-exempt · COLUMBUS, OH 43216

Financials

$114K$106K2023$63K$109K2024$89K$102K2025
Revenue Expenses · by fiscal year end
Financials of L R MOFFITT & L W MOFFIT FOUNDATION CO-TRUST UW 06191-00 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$88,943$102,311-$13,368$1,446,349$0$1,446,349
December 31, 2024990-PF$63,018$109,131-$46,113$1,457,056$0$1,457,056
December 31, 2023990-PF$114,069$105,582$8,487$1,504,059$0$1,504,059
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$64,432
Net gain from sales of assets
$24,464
Other income
$47

Expenses

Grants and similar amounts paid
$71,500
Compensation of officers, directors and key employees
$28,907
Disbursements for charitable purposes
$87,436
Excise tax on investment income
$1,022

Balance sheet and other

Total assets, start of year
$1,457,056
Total assets, end of year
$1,446,349
Total liabilities, end of year
$0
Net assets, end of year
$1,446,349
Fair market value of assets
$1,947,672
Qualifying distributions
$87,436
Net investment income
$88,415

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
HUNTINGTON NATIONAL BANK
PO BOX 1558 DEPT EA5W86, COLUMBUS, OH 43216
TRUSTEE1$19,441
ORVILLE L REED III ESQ
3800 EMBASSY PARKWAY SUITE 300, AKRON, OH 44333
CO TRUSTEE0$4,733
WILLIAM CAPLAN EXQ
3800 EMBASSY PARKWAY SUITE 300, AKRON, OH 44333
CO TRUSTEE0$4,733
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
HUNTINGTON NATIONAL BANK
PO BOX 1558 DEPT EA5W86, COLUMBUS, OH 43216
TRUSTEE1$18,475
ORVILLE L REED III ESQ
3800 EMBASSY PARKWAY SUITE 300, AKRON, OH 44333
CO TRUSTEE0$4,602
WILLIAM CAPLAN EXQ
3800 EMBASSY PARKWAY SUITE 300, AKRON, OH 44333
CO TRUSTEE0$4,602
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
HUNTINGTON NATIONAL BANK
PO BOX 1558 DEPT EA5W86, COLUMBUS, OH 43216
TRUSTEE1$18,072
ORVILLE L REED III ESQ
3800 EMBASSY PARKWAY SUITE 300, AKRON, OH 44333
CO TRUSTEE0$4,410
WILLIAM CAPLAN EXQ
3800 EMBASSY PARKWAY SUITE 300, AKRON, OH 44333
CO TRUSTEE0$4,410

Address and contacts

Address (IRS master file)
PO BOX 1558, COLUMBUS, OH 43216-1558
In care of
% FIRSTMERIT BANK NA TTEE
Signed the 990-PF
HUNTINGTON NATIONAL BANK, VICE PRESIDENT
Phone
(330) 384-7301
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
34-6597380
Exempt since
1972
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,446,349
Income (IRS master file)
$353,990

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$88,943$102,311$1,446,349XML
990-PFDecember 2024$63,018$109,131$1,457,056IRS
990-PFDecember 2023$114,069$105,582$1,504,059XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 34-6597380).

Questions about L R MOFFITT & L W MOFFIT FOUNDATION CO-TRUST UW 06191-00

What is the EIN of L R MOFFITT & L W MOFFIT FOUNDATION CO-TRUST UW 06191-00?
The employer identification number (EIN) of L R MOFFITT & L W MOFFIT FOUNDATION CO-TRUST UW 06191-00 is 34-6597380.
Is L R MOFFITT & L W MOFFIT FOUNDATION CO-TRUST UW 06191-00 tax-exempt?
Yes. The IRS lists it as tax-exempt since 1972.
Which annual return does L R MOFFITT & L W MOFFIT FOUNDATION CO-TRUST UW 06191-00 file?
Form 990-PF. Private foundations file every year.
When is the next return of L R MOFFITT & L W MOFFIT FOUNDATION CO-TRUST UW 06191-00 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 L R MOFFITT & L W MOFFIT FOUNDATION CO-TRUST UW 06191-00 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 L R MOFFITT & L W MOFFIT FOUNDATION CO-TRUST UW 06191-00?
The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $19,441 (HUNTINGTON NATIONAL BANK, TRUSTEE).
How much revenue does L R MOFFITT & L W MOFFIT FOUNDATION CO-TRUST UW 06191-00 have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $88,943, expenses of $102,311 and total assets of $1,446,349 at year end.

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