Nonprofit · EIN 38-7097001
BERNEICE SUGDEN EDUCATIONAL TR
Tax-exempt · COLUMBUS, OH 43216
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $35,893 | $45,987 | -$10,094 | $850,419 | $0 | $850,419 |
| December 31, 2024 | 990-PF | $41,014 | $59,961 | -$18,947 | $860,492 | $0 | $860,492 |
| December 31, 2023 | 990-PF | $29,466 | $39,034 | -$9,568 | $878,899 | $0 | $878,899 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $32,938
- Net gain from sales of assets
- $2,955
Expenses
- Grants and similar amounts paid
- $35,337
- Compensation of officers, directors and key employees
- $8,708
- Disbursements for charitable purposes
- $40,914
- Excise tax on investment income
- $434
Balance sheet and other
- Total assets, start of year
- $860,492
- Total assets, end of year
- $850,419
- Total liabilities, end of year
- $0
- Net assets, end of year
- $850,419
- Fair market value of assets
- $1,029,510
- Qualifying distributions
- $40,914
- Net investment income
- $35,728
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 |
|---|---|---|---|
| HUNTINGTON NATIONAL BANK PO BOX 1558 DEPT EA5W86, COLUMBUS, OH 43216 | TRUSTEE | 1 | $8,708 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HUNTINGTON NATIONAL BANK PO BOX 1558 DEPT EA5W86, COLUMBUS, OH 43216 | TRUSTEE | 1 | $8,626 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HUNTINGTON NATIONAL BANK PO BOX 1558 DEPT EA5W86, COLUMBUS, OH 43216 | TRUSTEE | 1 | $8,244 |
Address and contacts
- Address (IRS master file)
- PO BOX 1558, COLUMBUS, OH 43216-1558
- In care of
- % CHEMICAL BANK CO TTEE
- Signed the 990-PF
- TCF NATIONAL BANK TRUSTEE BY, SENIOR VP
- Phone
- (330) 384-7300
- 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 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
- 38-7097001
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $850,419
- Income (IRS master file)
- $55,893
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $35,893 | $45,987 | $850,419 | IRS |
| 990-PF | December 2024 | $41,014 | $59,961 | $860,492 | IRS |
| 990-PF | December 2023 | $29,466 | $39,034 | $878,899 | XML |
| 990-PF | December 2022 | – | – | – | 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 38-7097001).
Questions about BERNEICE SUGDEN EDUCATIONAL TR
- What is the EIN of BERNEICE SUGDEN EDUCATIONAL TR?
- The employer identification number (EIN) of BERNEICE SUGDEN EDUCATIONAL TR is 38-7097001.
- Is BERNEICE SUGDEN EDUCATIONAL TR tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does BERNEICE SUGDEN EDUCATIONAL TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BERNEICE SUGDEN EDUCATIONAL TR 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 BERNEICE SUGDEN EDUCATIONAL TR 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 BERNEICE SUGDEN EDUCATIONAL TR?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $8,708 (HUNTINGTON NATIONAL BANK, TRUSTEE).
- How much revenue does BERNEICE SUGDEN EDUCATIONAL TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $35,893, expenses of $45,987 and total assets of $850,419 at year end.
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