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Nonprofit · EIN 38-6496579

HENRY F ELLIS TRUST

Tax-exempt · COLUMBUS, OH 43216

Financials

$17K$53K2023$54K$55K2024$47K$58K2025
Revenue Expenses · by fiscal year end
Financials of HENRY F ELLIS TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
February 28, 2026990-PF$47,447$58,208-$10,761$545,424$0$545,424
February 28, 2025990-PF$54,405$54,884-$479$556,210$0$556,210
February 29, 2024990-PF$16,804$52,921-$36,117$556,969$0$556,969
Financial details: 990-PF for the year ended February 28, 2026

Revenue

Dividends
$23,846
Net gain from sales of assets
$23,601

Expenses

Grants and similar amounts paid
$42,974
Compensation of officers, directors and key employees
$12,768
Disbursements for charitable purposes
$45,501
Excise tax on investment income
$497

Balance sheet and other

Total assets, start of year
$556,210
Total assets, end of year
$545,424
Total liabilities, end of year
$0
Net assets, end of year
$545,424
Fair market value of assets
$971,284
Qualifying distributions
$45,501
Net investment income
$47,447

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 February 28, 2026, highest compensation first.

NameTitleHours / weekCompensation
Huntington National Bank
PO BOX 1558 DEPT EA5W86, COLUMBUS, OH 43216
TRUSTEE1$12,768
990-PF for the year ended February 28, 2025: 1 people
NameTitleHours / weekCompensation
Huntington National Bank
PO BOX 1558 DEPT EA5W86, COLUMBUS, OH 43216
TRUSTEE1$12,418
990-PF for the year ended February 29, 2024: 1 people
NameTitleHours / weekCompensation
Huntington National Bank
PO BOX 1558 DEPT EA5W86, COLUMBUS, OH 43216
TRUSTEE1$11,503

Address and contacts

Address (IRS master file)
PO BOX 1558, COLUMBUS, OH 43216-1558
In care of
% CITIZENS BANK-TRUST DEPT 001051
Signed the 990-PF
HUNTINGTON NATIONAL BANK, SENIOR VP
Phone
(810) 342-7089
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 February, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025February 28, 2026July 15, 2026990-PF on file
2024February 28, 2025July 15, 2025990-PF on file
2023February 29, 2024July 15, 2024990-PF on file

IRS record

EIN
38-6496579
Accounting year ends
February
Files
Form 990-PF
Assets (IRS master file)
$545,424
Income (IRS master file)
$173,846

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFFebruary 2026$47,447$58,208$545,424XML
990-PFFebruary 2025$54,405$54,884$556,210XML
990-PFFebruary 2024$16,804$52,921$556,969XML
990-PFFebruary 2023–––IRS
990-PFFebruary 2022–––IRS
990-PFFebruary 2021–––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 38-6496579).

Questions about HENRY F ELLIS TRUST

What is the EIN of HENRY F ELLIS TRUST?
The employer identification number (EIN) of HENRY F ELLIS TRUST is 38-6496579.
Is HENRY F ELLIS TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does HENRY F ELLIS TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of HENRY F ELLIS TRUST due?
The return for tax year 2026 (the year ending February 28, 2027) is due July 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HENRY F ELLIS TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended February 2026.
Who are the officers and directors of HENRY F ELLIS TRUST?
The 990-PF for the year ended February 28, 2026 lists 1 person; 1 received compensation from the organization, the highest $12,768 (Huntington National Bank, TRUSTEE).
How much revenue does HENRY F ELLIS TRUST have?
On its 990-PF for the year ended February 28, 2026 it reported revenue of $47,447, expenses of $58,208 and total assets of $545,424 at year end.

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