Nonprofit · EIN 36-6810449
TRUST UA GEORGE BERNICE EMMERT
Tax-exempt · CINCINNATI, OH 45263
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $52,417 | $28,374 | $24,043 | $361,024 | $0 | $361,024 |
| December 31, 2024 | 990-PF | $39,538 | $25,690 | $13,848 | $336,996 | $0 | $336,996 |
| December 31, 2023 | 990-PF | $20,426 | $24,819 | -$4,393 | $323,128 | $0 | $323,128 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $9,239
- Net gain from sales of assets
- $43,165
- Other income
- $13
Expenses
- Grants and similar amounts paid
- $20,000
- Compensation of officers, directors and key employees
- $6,001
- Disbursements for charitable purposes
- $22,415
- Excise tax on investment income
- $656
Balance sheet and other
- Total assets, start of year
- $336,996
- Total assets, end of year
- $361,024
- Total liabilities, end of year
- $0
- Net assets, end of year
- $361,024
- Fair market value of assets
- $429,392
- Qualifying distributions
- $22,415
- Net investment income
- $52,394
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 |
|---|---|---|---|
| FIFTH THIRD BANK N A 38 FOUNTAIN SQ PLZ MD1090VD, CINCINNATI, OH 45202 | TRUSTEE | 1 | $6,001 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIFTH THIRD BANK N A 38 FOUNTAIN SQ PLZ MD1090VD, CINCINNATI, OH 45202 | TRUSTEE | 1 | $5,726 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIFTH THIRD BANK N A 38 FOUNTAIN SQ PLZ MD1090VD, CINCINNATI, OH 45202 | TRUSTEE | 1 | $5,208 |
Address and contacts
- Address (IRS master file)
- PO BOX 630858, CINCINNATI, OH 45263-0858
- In care of
- % HEIDI JARK
- Signed the 990-PF
- MATTHEW CAROTHERS, Trustee
- Phone
- (513) 534-5310
- 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 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
- 36-6810449
- 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
- 2018
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $361,024
- Income (IRS master file)
- $168,391
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $52,417 | $28,374 | $361,024 | IRS |
| 990-PF | December 2024 | $39,538 | $25,690 | $336,996 | XML |
| 990-PF | December 2023 | $20,426 | $24,819 | $323,128 | 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 36-6810449).
Questions about TRUST UA GEORGE BERNICE EMMERT
- What is the EIN of TRUST UA GEORGE BERNICE EMMERT?
- The employer identification number (EIN) of TRUST UA GEORGE BERNICE EMMERT is 36-6810449.
- Is TRUST UA GEORGE BERNICE EMMERT tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to TRUST UA GEORGE BERNICE EMMERT tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does TRUST UA GEORGE BERNICE EMMERT file?
- Form 990-PF. Private foundations file every year.
- When is the next return of TRUST UA GEORGE BERNICE EMMERT 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 TRUST UA GEORGE BERNICE EMMERT 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 TRUST UA GEORGE BERNICE EMMERT?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $6,001 (FIFTH THIRD BANK N A, TRUSTEE).
- How much revenue does TRUST UA GEORGE BERNICE EMMERT have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $52,417, expenses of $28,374 and total assets of $361,024 at year end.
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