Nonprofit · EIN 37-6163989
EDGAR JONES 507 TRUST
Tax-exempt · HAMILTON, OH 45011
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $16,437 | $12,938 | $3,499 | $373,956 | $0 | $373,956 |
| December 31, 2024 | 990-PF | $38,346 | $35,249 | $3,097 | $370,457 | $0 | $370,457 |
| December 31, 2023 | 990-PF | $37,352 | $33,860 | $3,492 | $367,344 | $0 | $367,344 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $10,700
- Interest
- $431
- Net gain from sales of assets
- $5,306
Expenses
- Grants and similar amounts paid
- $5,403
- Compensation of officers, directors and key employees
- $5,478
- Disbursements for charitable purposes
- $9,154
- Excise tax on investment income
- $183
Balance sheet and other
- Total assets, start of year
- $370,457
- Total assets, end of year
- $373,956
- Total liabilities, end of year
- $0
- Net assets, end of year
- $373,956
- Fair market value of assets
- $443,534
- Qualifying distributions
- $9,154
- Net investment income
- $16,437
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 300 HIGH STREET, HAMILTON, OH 45011 | TRUSTEE | 0 | $5,478 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST FINANCIAL BANK 300 HIGH STREET, HAMILTON, OH 45011 | TRUSTEE | 0 | $5,412 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST FINANCIAL BANK 300 HIGH STREET, HAMILTON, OH 45011 | TRUSTEE | 0 | $5,461 |
Address and contacts
- Address (IRS master file)
- 300 HIGH STREET, HAMILTON, OH 45011-6078
- In care of
- % FIRST FINANCIAL BANK
- Signed the 990-PF
- FIRST FINANCIAL BANK, TRUSTEE
- Phone
- (260) 982-3808
- 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
- 37-6163989
- 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
- 2024
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $373,956
- Income (IRS master file)
- $30,765
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $16,437 | $12,938 | $373,956 | XML |
| 990-PF | December 2024 | $38,346 | $35,249 | $370,457 | IRS |
| 990-PF | December 2023 | $37,352 | $33,860 | $367,344 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 37-6163989).
Questions about EDGAR JONES 507 TRUST
- What is the EIN of EDGAR JONES 507 TRUST?
- The employer identification number (EIN) of EDGAR JONES 507 TRUST is 37-6163989.
- Is EDGAR JONES 507 TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2024.
- Are donations to EDGAR JONES 507 TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does EDGAR JONES 507 TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of EDGAR JONES 507 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 EDGAR JONES 507 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 EDGAR JONES 507 TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $5,478 (FIRST FINANCIAL BANK, TRUSTEE).
- How much revenue does EDGAR JONES 507 TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $16,437, expenses of $12,938 and total assets of $373,956 at year end.
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