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Nonprofit · EIN 38-6833452

K WENTWORTH TR FBO BELMONT

Tax-exempt · CINCINNATI, OH 45263

Financials

$56K$118K2023$139K$134K2024$155K$151K2025
Revenue Expenses · by fiscal year end
Financials of K WENTWORTH TR FBO BELMONT by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$154,542$151,342$3,200$1,279,447$0$1,279,447
December 31, 2024990-PF$139,406$134,378$5,028$1,273,082$0$1,273,082
December 31, 2023990-PF$56,285$118,204-$61,919$1,268,199$0$1,268,199
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$33,628
Interest
$1,056
Net gain from sales of assets
$119,858

Expenses

Grants and similar amounts paid
$111,514
Compensation of officers, directors and key employees
$14,823
Disbursements for charitable purposes
$112,996
Excise tax on investment income
$1,602

Balance sheet and other

Total assets, start of year
$1,273,082
Total assets, end of year
$1,279,447
Total liabilities, end of year
$0
Net assets, end of year
$1,279,447
Fair market value of assets
$2,467,689
Qualifying distributions
$112,996
Net investment income
$151,112

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.

NameTitleHours / weekCompensation
FIFTH THIRD BANK NA
PO BOX 630858, CINCINNATI, OH 452630858
TRUSTEE2$14,823
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
COMERICA BANK
PO BOX 75000 M/C 3302, DETROIT, MI 487253302
TRUSTEE2$13,954
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
COMERICA BANK
PO BOX 75000 M/C 3302, DETROIT, MI 487253302
TRUSTEE2$12,119

Address and contacts

Address (IRS master file)
PO BOX 630858, CINCINNATI, OH 45263-0858
In care of
% COMERICA BANK 4015011350
Signed the 990-PF
MATTHEW GRABOWSKI, VICE PRESIDENT
Phone
(248) 732-6756
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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
38-6833452
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
2008
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,279,447
Income (IRS master file)
$475,809

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$154,542$151,342$1,279,447IRS
990-PFDecember 2024$139,406$134,378$1,273,082XML
990-PFDecember 2023$56,285$118,204$1,268,199XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 38-6833452).

Questions about K WENTWORTH TR FBO BELMONT

What is the EIN of K WENTWORTH TR FBO BELMONT?
The employer identification number (EIN) of K WENTWORTH TR FBO BELMONT is 38-6833452.
Is K WENTWORTH TR FBO BELMONT tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
Are donations to K WENTWORTH TR FBO BELMONT tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does K WENTWORTH TR FBO BELMONT file?
Form 990-PF. Private foundations file every year.
When is the next return of K WENTWORTH TR FBO BELMONT 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 K WENTWORTH TR FBO BELMONT 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 K WENTWORTH TR FBO BELMONT?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $14,823 (FIFTH THIRD BANK NA, TRUSTEE).
How much revenue does K WENTWORTH TR FBO BELMONT have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $154,542, expenses of $151,342 and total assets of $1,279,447 at year end.

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