Nonprofit · EIN 36-6254309
MONTGOMERY MEMORIAL TREE CHARITABLE TRUST
Tax-exempt · HAMILTON, OH 45011
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $10,785 | $3,917 | $6,868 | $63,266 | $0 | $63,266 |
| December 31, 2024 | 990-PF | $3,558 | $2,874 | $684 | $56,407 | $0 | $56,407 |
| December 31, 2023 | 990-PF | $2,128 | $2,851 | -$723 | $55,730 | $0 | $55,730 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $1,964
- Interest
- $66
- Net gain from sales of assets
- $8,105
- Other income
- $650
Expenses
- Grants and similar amounts paid
- $2,353
- Compensation of officers, directors and key employees
- $814
- Disbursements for charitable purposes
- $3,374
- Excise tax on investment income
- $143
Balance sheet and other
- Total assets, start of year
- $56,407
- Total assets, end of year
- $63,266
- Total liabilities, end of year
- $0
- Net assets, end of year
- $63,266
- Fair market value of assets
- $77,202
- Qualifying distributions
- $3,374
- Net investment income
- $10,785
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 |
|---|---|---|---|
| FIRST FINANCIAL BANK 125 3RD STREET, COLUMBUS, IN 47201 | TRUSTEE | 0 | $814 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST FINANCIAL BANK 125 3RD STREET, COLUMBUS, IN 47201 | TRUSTEE | 0 | $771 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST FINANCIAL BANK 125 3RD STREET, COLUMBUS, IN 47201 | TRUSTEE | 0 | $703 |
Address and contacts
- Address (IRS master file)
- 300 HIGH STREET, HAMILTON, OH 45011-6078
- In care of
- % IRWIN UNION BANK & TRUST CO
- Signed the 990-PF
- FIRST FINANCIAL BANK, TRUSTEE
- Phone
- (812) 376-1981
- Return prepared by
- DELOITTE 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 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 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 36-6254309
- 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
- 1973
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $63,266
- Income (IRS master file)
- $35,017
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $10,785 | $3,917 | $63,266 | XML |
| 990-PF | December 2024 | $3,558 | $2,874 | $56,407 | IRS |
| 990-PF | December 2023 | $2,128 | $2,851 | $55,730 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 36-6254309).
Questions about MONTGOMERY MEMORIAL TREE CHARITABLE TRUST
- What is the EIN of MONTGOMERY MEMORIAL TREE CHARITABLE TRUST?
- The employer identification number (EIN) of MONTGOMERY MEMORIAL TREE CHARITABLE TRUST is 36-6254309.
- Is MONTGOMERY MEMORIAL TREE CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1973.
- Are donations to MONTGOMERY MEMORIAL TREE CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MONTGOMERY MEMORIAL TREE CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MONTGOMERY MEMORIAL TREE CHARITABLE TRUST 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 MONTGOMERY MEMORIAL TREE CHARITABLE TRUST 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 MONTGOMERY MEMORIAL TREE CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $814 (FIRST FINANCIAL BANK, TRUSTEE).
- How much revenue does MONTGOMERY MEMORIAL TREE CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $10,785, expenses of $3,917 and total assets of $63,266 at year end.
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