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Nonprofit · EIN 35-6289708

ELIZABETH E EGGERS AND FAMILY MEMORIAL TRUST

Tax-exempt · CINCINNATI, OH 45263

Financials

$73K$89K2023$122K$94K2024
Revenue Expenses · by fiscal year end
Financials of ELIZABETH E EGGERS AND FAMILY MEMORIAL TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$122,285$94,072$28,213$1,215,396$0$1,215,396
June 30, 2024990$73,341$89,327-$15,986$1,187,188$0$1,187,188
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$122,285
Net gain from sales of assets
$90,020
Other revenue
$0

Expenses

Grants and similar amounts paid
$70,410
Compensation of officers, directors and key employees
$21,769
Salaries, compensation and benefits (total)
$21,769
Professional fundraising fees
$0
Accounting fees
$1,470
Program services (functional)
$73,675
Management and general (functional)
$20,397

Balance sheet and other

Total assets, start of year
$1,187,188
Total assets, end of year
$1,215,396
Total liabilities, end of year
$0
Net assets, end of year
$1,215,396
Publicly traded securities
$1,161,601
Gross receipts
$494,308
Employees
0
Year formed
1972
State of legal domicile
IN

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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
FIFTH THIRD BANK NATRUSTEE
Institutional trustee
1$21,769
990 for the year ended June 30, 2024: 1 people
NameTitleHours / weekCompensation
FIFTH THIRD BANK NATRUSTEE
Institutional trustee
1$20,277

Address and contacts

Address (IRS master file)
PO BOX 630858, CINCINNATI, OH 45263-0858
In care of
% ROBERT W HARGRAVE
Principal officer (990 for 2024)
FIFTH THIRD BANK NA, 38 FOUNTAIN SQ PLZ, CINCINNATI, OH 45202
Signed the 990
MATTHEW CAROTHERS, Trustee
Phone
(513) 534-5310
Return prepared by
PWC US TAX LLP

Mission

TRUST ASSETS ARE INVESTED TO PROVIDE INCOME TO BE DISTRIBUTED TO THE CHARITIES NAMED IN THE GOVERNING DOCUMENT

990 for the year ended June 30, 2025

Program accomplishments

  • DISTRIBUTIONS TO VARIOUS CHARITABLE ORGANIZATIONS AS DIRECTED BY THE GOVERNING DOCUMENT
    Expenses $73,675 · grants $70,410

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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
35-6289708
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization, Type I
Donations deductible (Pub 78)
Supporting organization, 50% limit
Exempt since
2018
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,215,396
Income (IRS master file)
$494,308

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$122,285$94,072$1,215,396IRS
990June 2024$73,341$89,327$1,187,188XML
990June 2023$94,610$97,706$1,203,176IRS
990June 2022–––IRS
990June 2021–––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 35-6289708).

Questions about ELIZABETH E EGGERS AND FAMILY MEMORIAL TRUST

What is the EIN of ELIZABETH E EGGERS AND FAMILY MEMORIAL TRUST?
The employer identification number (EIN) of ELIZABETH E EGGERS AND FAMILY MEMORIAL TRUST is 35-6289708.
Is ELIZABETH E EGGERS AND FAMILY MEMORIAL TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
Are donations to ELIZABETH E EGGERS AND FAMILY MEMORIAL TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
Which annual return does ELIZABETH E EGGERS AND FAMILY MEMORIAL TRUST 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 ELIZABETH E EGGERS AND FAMILY MEMORIAL TRUST due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ELIZABETH E EGGERS AND FAMILY MEMORIAL TRUST last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of ELIZABETH E EGGERS AND FAMILY MEMORIAL TRUST?
The 990 for the year ended June 30, 2025 names FIFTH THIRD BANK NA.
Who are the officers and directors of ELIZABETH E EGGERS AND FAMILY MEMORIAL TRUST?
The 990 for the year ended June 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $21,769 (FIFTH THIRD BANK NA, TRUSTEE).
How much revenue does ELIZABETH E EGGERS AND FAMILY MEMORIAL TRUST have?
On its 990 for the year ended June 30, 2025 it reported revenue of $122,285, expenses of $94,072 and total assets of $1,215,396 at year end.

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