Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 38-6646183

HUHLEIN MEMORIAL TRUST 02 03 300 0044608

Tax-exempt · CINCINNATI, OH 45263

Financials

$10K$20K2023$20K$16K2024
Revenue Expenses · by fiscal year end
Financials of HUHLEIN MEMORIAL TRUST 02 03 300 0044608 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990$19,950$15,736$4,214$198,227$0$198,227
September 30, 2024990$9,758$20,065-$10,307$196,869$0$196,869
Financial details: 990 for the year ended September 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$19,950
Net gain from sales of assets
$14,065
Other revenue
$0

Expenses

Grants and similar amounts paid
$5,292
Compensation of officers, directors and key employees
$10,442
Salaries, compensation and benefits (total)
$10,442
Professional fundraising fees
$0
Program services (functional)
$5,292
Management and general (functional)
$10,444

Balance sheet and other

Total assets, start of year
$196,869
Total assets, end of year
$198,227
Total liabilities, end of year
$0
Net assets, end of year
$198,227
Publicly traded securities
$169,875
Gross receipts
$40,198
Employees
0
Year formed
1994
State of legal domicile
MI

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 for the year ended September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
FIFTH THIRD BANKTRUSTEE
Institutional trustee
–$5,749
DR GEORGE STEGE IIICO-TRUSTEE
Trustee or director
–$4,690
990 for the year ended September 30, 2024: 2 people
NameTitleHours / weekCompensation
COMERICA BANKTRUSTEE
Institutional trustee
–$5,461
DR GEORGE STEGE IIICO-TRUSTEE
Trustee or director
–$4,401

Address and contacts

Address (IRS master file)
PO BOX 630858, CINCINNATI, OH 45263-0858
In care of
% COMERICA MC 3302
Principal officer (990 for 2024)
FIFTH THIRD BANK NA, 36455 CORPORATE DRIVE, FARMINGTON HILLS, MI 48331
Signed the 990
MATT CAROTHERS, DIRECTOR
Phone
(248) 984-1370
Return prepared by
KPMG LLP

Mission

INCOME FOR THE BENEFIT AND CARE OF PERSONS 60 YEARS AND OLDER

990 for the year ended September 30, 2025

Program accomplishments

  • DISTRIBUTION TO CHARITIES THAT CARE FOR PERSONS WHO ARE 60 YEARS AND OLDER
    Expenses $15,734 · grants $5,292

What it must file and when

IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990 on file
2023September 30, 2024February 18, 2025990 on file

File the 2025 990-N for HUHLEIN MEMORIAL TRUST 02 03 300 0044608

Due February 16, 2027 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
38-6646183
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
1996
Accounting year ends
September
Files
Form 990-N (e-Postcard)
Assets (IRS master file)
$198,227
Income (IRS master file)
$40,198

Filing history

FormYear endedRevenueExpensesAssetsReturn
990September 2025$19,950$15,736$198,227XML
990September 2024$9,758$20,065$196,869XML
990September 2023$9,697$18,743$201,376IRS
990September 2022$17,593$19,881$208,492IRS
990September 2021–––IRS
990September 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 38-6646183).

Questions about HUHLEIN MEMORIAL TRUST 02 03 300 0044608

What is the EIN of HUHLEIN MEMORIAL TRUST 02 03 300 0044608?
The employer identification number (EIN) of HUHLEIN MEMORIAL TRUST 02 03 300 0044608 is 38-6646183.
Is HUHLEIN MEMORIAL TRUST 02 03 300 0044608 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
Are donations to HUHLEIN MEMORIAL TRUST 02 03 300 0044608 tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does HUHLEIN MEMORIAL TRUST 02 03 300 0044608 file?
Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
When is the next return of HUHLEIN MEMORIAL TRUST 02 03 300 0044608 due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HUHLEIN MEMORIAL TRUST 02 03 300 0044608 last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended September 2025.
Who is the principal officer of HUHLEIN MEMORIAL TRUST 02 03 300 0044608?
The 990 for the year ended September 30, 2025 names FIFTH THIRD BANK NA.
Who are the officers and directors of HUHLEIN MEMORIAL TRUST 02 03 300 0044608?
The 990 for the year ended September 30, 2025 lists 2 people; 2 received compensation from the organization, the highest $5,749 (FIFTH THIRD BANK, TRUSTEE).
How much revenue does HUHLEIN MEMORIAL TRUST 02 03 300 0044608 have?
On its 990 for the year ended September 30, 2025 it reported revenue of $19,950, expenses of $15,736 and total assets of $198,227 at year end.

Other nonprofits in CINCINNATI

All nonprofits in CINCINNATI · Ohio · Philanthropy, voluntarism and grantmaking foundations