Nonprofit · EIN 38-3047073
HELEN L KAY CHARITABLE TRUST
Also known as 1045000219
Tax-exempt · CINCINNATI, OH 45263
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $262,365 | $253,390 | $8,975 | $5,295,806 | $0 | $5,295,806 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $185,248
- Net gain from sales of assets
- $77,117
Expenses
- Grants and similar amounts paid
- $161,000
- Compensation of officers, directors and key employees
- $84,469
- Disbursements for charitable purposes
- $169,447
- Excise tax on investment income
- $2,560
Balance sheet and other
- Total assets, start of year
- $5,286,590
- Total assets, end of year
- $5,295,806
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,295,806
- Fair market value of assets
- $7,464,696
- Qualifying distributions
- $169,447
- Net investment income
- $262,365
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 PO BOX 630858, CINCINNATI, OH 452630858 | TRUSTEE | 1 | $84,469 |
Address and contacts
- Address (IRS master file)
- PO BOX 630858, CINCINNATI, OH 45263-0858
- Signed the 990-PF
- MATTHEW GRABOWSKI, VICE PRESIDENT
- Phone
- (313) 222-3085
- Return prepared by
- KPMG 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
- 38-3047073
- 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
- 1992
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $5,295,806
- Income (IRS master file)
- $355,583
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | – | – | – | IRS |
| 990-PF | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $179,990 | $396,949 | $5,376,035 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about HELEN L KAY CHARITABLE TRUST
- What is the EIN of HELEN L KAY CHARITABLE TRUST?
- The employer identification number (EIN) of HELEN L KAY CHARITABLE TRUST is 38-3047073.
- Is HELEN L KAY CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to HELEN L KAY CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HELEN L KAY CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HELEN L KAY 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 HELEN L KAY 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 HELEN L KAY CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $84,469 (FIFTH THIRD BANK N A, TRUSTEE).
- How much revenue does HELEN L KAY CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $262,365, expenses of $253,390 and total assets of $5,295,806 at year end.
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