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Nonprofit · EIN 47-6595320

BALLARD CHARITABLE TR

Tax-exempt · CINCINNATI, OH 45263

Financials

$16K$48K2023$37K$48K2024$41K$45K2025
Revenue Expenses · by fiscal year end
Financials of BALLARD CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$40,951$44,997-$4,046$506,273$0$506,273
December 31, 2024990-PF$37,151$47,662-$10,511$510,315$0$510,315
December 31, 2023990-PF$15,724$48,457-$32,733$521,086$0$521,086
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$19,967
Interest
$416
Net gain from sales of assets
$20,540
Other income
$28

Expenses

Grants and similar amounts paid
$30,000
Compensation of officers, directors and key employees
$4,492
Disbursements for charitable purposes
$31,049
Excise tax on investment income
$10

Balance sheet and other

Total assets, start of year
$510,315
Total assets, end of year
$506,273
Total liabilities, end of year
$0
Net assets, end of year
$506,273
Fair market value of assets
$728,691
Qualifying distributions
$31,049
Net investment income
$40,923

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 N A
P O BOX 630858, CINCINNATI, OH 452630858
TRUSTEE2$4,492
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
COMERICA BANK
P O BOX 75000, DETROIT, MI 48275
TRUSTEE2$4,609
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
COMERICA BANK
P O BOX 75000, DETROIT, MI 48275
TRUSTEE2$4,629

Address and contacts

Address (IRS master file)
PO BOX 630858, CINCINNATI, OH 45263-0858
In care of
% FIFTH THIRD BANK NA SR VICE PRES
Signed the 990-PF
MATTHEW GRABOWSKI, VICE PRESIDENT
Phone
(248) 984-1431
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
47-6595320
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$506,273
Income (IRS master file)
$128,160

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$40,951$44,997$506,273XML
990-PFDecember 2024$37,151$47,662$510,315XML
990-PFDecember 2023$15,724$48,457$521,086XML
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 47-6595320).

Questions about BALLARD CHARITABLE TR

What is the EIN of BALLARD CHARITABLE TR?
The employer identification number (EIN) of BALLARD CHARITABLE TR is 47-6595320.
Is BALLARD CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does BALLARD CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of BALLARD CHARITABLE 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 BALLARD CHARITABLE 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 BALLARD CHARITABLE TR?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $4,492 (FIFTH THIRD BANK N A, TRUSTEE).
How much revenue does BALLARD CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $40,951, expenses of $44,997 and total assets of $506,273 at year end.

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