Nonprofit · EIN 47-6941166
STEPHEN J SAGE CHARITABLE TR UAD 06272003
Tax-exempt · COLUMBUS, OH 43216
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $62,674 | $122,593 | -$59,919 | $1,356,913 | $0 | $1,356,913 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $54,237
- Net gain from sales of assets
- $8,437
Expenses
- Grants and similar amounts paid
- $99,914
- Compensation of officers, directors and key employees
- $20,611
- Disbursements for charitable purposes
- $111,469
- Excise tax on investment income
- $722
Balance sheet and other
- Total assets, start of year
- $1,416,381
- Total assets, end of year
- $1,356,913
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,356,913
- Fair market value of assets
- $1,575,870
- Qualifying distributions
- $111,469
- Net investment income
- $62,229
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 | $20,611 |
Address and contacts
- Address (IRS master file)
- PO BOX 1558, COLUMBUS, OH 43216-1558
- In care of
- % MARY ANDREWS
- Signed the 990-PF
- HUNTINGTON NATIONAL BANK, VICE PRESIDENT
- Phone
- (231) 922-5669
- 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
- 47-6941166
- 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
- 2015
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,356,913
- Income (IRS master file)
- $118,422
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | – | – | – | IRS |
| 990-PF | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $13,324 | $80,910 | $1,475,922 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about STEPHEN J SAGE CHARITABLE TR UAD 06272003
- What is the EIN of STEPHEN J SAGE CHARITABLE TR UAD 06272003?
- The employer identification number (EIN) of STEPHEN J SAGE CHARITABLE TR UAD 06272003 is 47-6941166.
- Is STEPHEN J SAGE CHARITABLE TR UAD 06272003 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to STEPHEN J SAGE CHARITABLE TR UAD 06272003 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does STEPHEN J SAGE CHARITABLE TR UAD 06272003 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of STEPHEN J SAGE CHARITABLE TR UAD 06272003 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 STEPHEN J SAGE CHARITABLE TR UAD 06272003 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 STEPHEN J SAGE CHARITABLE TR UAD 06272003?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $20,611 (HUNTINGTON NATIONAL BANK, TRUSTEE).
- How much revenue does STEPHEN J SAGE CHARITABLE TR UAD 06272003 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $62,674, expenses of $122,593 and total assets of $1,356,913 at year end.
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