Nonprofit · EIN 36-7057883
ADDIE K BETZER AND MABEL K BENSEN CHARITABLE TRUST
Tax-exempt · CINCINNATI, OH 45263
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $46,466 | $23,377 | $23,089 | $328,726 | $0 | $328,726 |
| December 31, 2024 | 990-PF | $35,191 | $22,769 | $12,422 | $305,644 | $0 | $305,644 |
| December 31, 2023 | 990-PF | $18,235 | $21,254 | -$3,019 | $293,203 | $0 | $293,203 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $8,342
- Net gain from sales of assets
- $38,113
- Other income
- $11
Expenses
- Grants and similar amounts paid
- $15,680
- Compensation of officers, directors and key employees
- $5,421
- Disbursements for charitable purposes
- $18,008
- Excise tax on investment income
- $580
Balance sheet and other
- Total assets, start of year
- $305,644
- Total assets, end of year
- $328,726
- Total liabilities, end of year
- $0
- Net assets, end of year
- $328,726
- Fair market value of assets
- $390,306
- Qualifying distributions
- $18,008
- Net investment income
- $46,445
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 | $5,421 |
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 | $5,160 |
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 | $4,662 |
Address and contacts
- Address (IRS master file)
- PO BOX 630858, CINCINNATI, OH 45263-0858
- In care of
- % OLD KENT BLDG TRUSTEE
- 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
- 36-7057883
- 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
- 1997
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T99Z)
- Assets (IRS master file)
- $328,726
- Income (IRS master file)
- $155,700
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $46,466 | $23,377 | $328,726 | IRS |
| 990-PF | December 2024 | $35,191 | $22,769 | $305,644 | XML |
| 990-PF | December 2023 | $18,235 | $21,254 | $293,203 | 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 36-7057883).
Questions about ADDIE K BETZER AND MABEL K BENSEN CHARITABLE TRUST
- What is the EIN of ADDIE K BETZER AND MABEL K BENSEN CHARITABLE TRUST?
- The employer identification number (EIN) of ADDIE K BETZER AND MABEL K BENSEN CHARITABLE TRUST is 36-7057883.
- Is ADDIE K BETZER AND MABEL K BENSEN CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to ADDIE K BETZER AND MABEL K BENSEN CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ADDIE K BETZER AND MABEL K BENSEN CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ADDIE K BETZER AND MABEL K BENSEN 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 ADDIE K BETZER AND MABEL K BENSEN 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 ADDIE K BETZER AND MABEL K BENSEN CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $5,421 (FIFTH THIRD BANK N A, TRUSTEE).
- How much revenue does ADDIE K BETZER AND MABEL K BENSEN CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $46,466, expenses of $23,377 and total assets of $328,726 at year end.
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