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Nonprofit · EIN 46-3787951

JOSEPH A AND LAURA L KLUNK FAMILY FOUNDATION

Tax-exempt · CINCINNATI, OH 45202

Financials

$82K$116K2023$152K$123K2024$760K$131K2025
Revenue Expenses · by fiscal year end
Financials of JOSEPH A AND LAURA L KLUNK FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$759,904$130,672$629,232$1,483,567$0$1,483,567
December 31, 2024990-PF$151,551$123,472$28,079$1,201,609$0$1,201,609
December 31, 2023990-PF$82,115$115,658-$33,543$1,173,223$0$1,173,223
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$358,632
Dividends
$46,662
Net gain from sales of assets
$354,610

Expenses

Grants and similar amounts paid
$102,000
Disbursements for charitable purposes
$105,559
Excise tax on investment income
$5,267

Balance sheet and other

Total assets, start of year
$1,201,609
Total assets, end of year
$1,483,567
Total liabilities, end of year
$0
Net assets, end of year
$1,483,567
Fair market value of assets
$2,696,371
Qualifying distributions
$105,559
Net investment income
$401,272

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
LAURA L KLUNK CO FIFTH THIRD NA
38 FOUNTAIN SQ PLAZA MD 1090HB, CINCINNATI, OH 45202
PRESIDENT, SECRETARY1$0
JOSEPH A KLUNK CO FIFTH THIRD NA
38 FOUNTAIN SQ PLAZA MD 1090HB, CINCINNATI, OH 45202
TREASURER1$0
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
LAURA L KLUNK CO FIFTH THIRD NA
38 FOUNTAIN SQ PLAZA MD 1090HB, CINCINNATI, OH 45202
PRESIDENT, SECRETARY1$0
JOSEPH A KLUNK CO FIFTH THIRD NA
38 FOUNTAIN SQ PLAZA MD 1090HB, CINCINNATI, OH 45202
TREASURER1$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
LAURA L KLUNK CO FIFTH THIRD NA
38 FOUNTAIN SQ PLAZA MD 1090HB, CINCINNATI, OH 45202
PRESIDENT, SECRETARY1$0
JOSEPH A KLUNK CO FIFTH THIRD NA
38 FOUNTAIN SQ PLAZA MD 1090HB, CINCINNATI, OH 45202
TREASURER1$0

Address and contacts

Address (IRS master file)
38 FOUNTAIN SQUARE PLZ, CINCINNATI, OH 45202-3102
In care of
% FIFTH THIRD BANK AGENT
Signed the 990-PF
LAURA L KLUNK, Trustee
Phone
(513) 534-5310
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 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
46-3787951
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
2014
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Unknown (Z99)
Assets (IRS master file)
$1,483,567
Income (IRS master file)
$874,605

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$759,904$130,672$1,483,567IRS
990-PFDecember 2024$151,551$123,472$1,201,609IRS
990-PFDecember 2023$82,115$115,658$1,173,223XML
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 46-3787951).

Questions about JOSEPH A AND LAURA L KLUNK FAMILY FOUNDATION

What is the EIN of JOSEPH A AND LAURA L KLUNK FAMILY FOUNDATION?
The employer identification number (EIN) of JOSEPH A AND LAURA L KLUNK FAMILY FOUNDATION is 46-3787951.
Is JOSEPH A AND LAURA L KLUNK FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
Are donations to JOSEPH A AND LAURA L KLUNK FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JOSEPH A AND LAURA L KLUNK FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of JOSEPH A AND LAURA L KLUNK FAMILY FOUNDATION 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 JOSEPH A AND LAURA L KLUNK FAMILY FOUNDATION 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 JOSEPH A AND LAURA L KLUNK FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does JOSEPH A AND LAURA L KLUNK FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $759,904, expenses of $130,672 and total assets of $1,483,567 at year end.

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