Skip to main content

Nonprofit · EIN 38-7219847

MARTIN HEALTH FOUNDATION TR

Also known as COMERICA BANK & TRUST N A TTEE

Tax-exempt · CINCINNATI, OH 45263

Financials

$70K$84K2023$97K$98K2024$294K$104K2025
Revenue Expenses · by fiscal year end
Financials of MARTIN HEALTH FOUNDATION TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$293,910$103,746$190,164$1,403,706$0$1,403,706
December 31, 2024990-PF$96,888$98,326-$1,438$1,209,839$0$1,209,839
December 31, 2023990-PF$69,880$83,742-$13,862$1,214,490$0$1,214,490
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$27,545
Interest
$1,361
Net gain from sales of assets
$265,004

Expenses

Grants and similar amounts paid
$75,883
Compensation of officers, directors and key employees
$10,197
Disbursements for charitable purposes
$76,903
Excise tax on investment income
$3,731

Balance sheet and other

Total assets, start of year
$1,209,839
Total assets, end of year
$1,403,706
Total liabilities, end of year
$0
Net assets, end of year
$1,403,706
Fair market value of assets
$1,459,362
Qualifying distributions
$76,903
Net investment income
$293,910

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
TRUSTEE1$8,300
WAYNE T WALTER
5574 SE HORSESHOE ROAD, STUART, FL 33497
TRUST ADVISOR1$1,897
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
COMERICA BANK
PO BOX 75000, DETROIT, MI 48275
TRUSTEE1$8,192
WAYNE T WALTER
5574 SE HORSESHOE ROAD, STUART, FL 33497
TRUST ADVISOR1$1,815
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
COMERICA BANK
PO BOX 75000, DETROIT, MI 48275
TRUSTEE1$7,640
WAYNE T WALTER
5574 SE HORSESHOE ROAD, STUART, FL 33497
TRUST ADVISOR1$1,623

Address and contacts

Address (IRS master file)
PO BOX 630858, CINCINNATI, OH 45263-0858
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
38-7219847
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
2021
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,403,706
Income (IRS master file)
$2,202,939

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$293,910$103,746$1,403,706IRS
990-PFDecember 2024$96,888$98,326$1,209,839IRS
990-PFDecember 2023$69,880$83,742$1,214,490XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 38-7219847).

Questions about MARTIN HEALTH FOUNDATION TR

What is the EIN of MARTIN HEALTH FOUNDATION TR?
The employer identification number (EIN) of MARTIN HEALTH FOUNDATION TR is 38-7219847.
Is MARTIN HEALTH FOUNDATION TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
Are donations to MARTIN HEALTH FOUNDATION TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MARTIN HEALTH FOUNDATION TR file?
Form 990-PF. Private foundations file every year.
When is the next return of MARTIN HEALTH FOUNDATION 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 MARTIN HEALTH FOUNDATION 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 MARTIN HEALTH FOUNDATION TR?
The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $8,300 (FIFTH THIRD BANK NA, TRUSTEE).
How much revenue does MARTIN HEALTH FOUNDATION TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $293,910, expenses of $103,746 and total assets of $1,403,706 at year end.

Other nonprofits in CINCINNATI

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