Nonprofit · EIN 61-6256124
WILLIAM M LUEBBERS TEST TR UW
Tax-exempt · CINCINNATI, OH 45263
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $86,459 | $55,234 | $31,225 | $566,342 | $0 | $566,342 |
| December 31, 2024 | 990-PF | $67,161 | $55,722 | $11,439 | $535,140 | $0 | $535,140 |
| December 31, 2023 | 990-PF | $33,706 | $38,829 | -$5,123 | $523,653 | $0 | $523,653 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $14,715
- Net gain from sales of assets
- $71,724
- Other income
- $20
Expenses
- Grants and similar amounts paid
- $42,710
- Compensation of officers, directors and key employees
- $9,558
- Disbursements for charitable purposes
- $45,644
- Excise tax on investment income
- $1,086
Balance sheet and other
- Total assets, start of year
- $535,140
- Total assets, end of year
- $566,342
- Total liabilities, end of year
- $0
- Net assets, end of year
- $566,342
- Fair market value of assets
- $670,350
- Qualifying distributions
- $45,644
- Net investment income
- $86,423
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 |
|---|---|---|---|
| FIFTH THIRD BANK N A 38 FOUNTAIN SQ PLAZA MD1090VD, CINCINNATI, OH 45202 | TRUSTEE | 1 | $9,558 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIFTH THIRD BANK N A 38 FOUNTAIN SQ PLAZA MD1090VD, CINCINNATI, OH 45202 | TRUSTEE | 1 | $9,305 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIFTH THIRD BANK N A 38 FOUNTAIN SQ PLAZA MD1090VD, CINCINNATI, OH 45202 | TRUSTEE | 1 | $8,463 |
Address and contacts
- Address (IRS master file)
- PO BOX 630858, CINCINNATI, OH 45263-0858
- In care of
- % HEIDI JARK
- Signed the 990-PF
- MATTHEW CAROTHERS, 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 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
- 61-6256124
- 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
- 2019
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90)
- Assets (IRS master file)
- $566,342
- Income (IRS master file)
- $288,194
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $86,459 | $55,234 | $566,342 | IRS |
| 990-PF | December 2024 | $67,161 | $55,722 | $535,140 | XML |
| 990-PF | December 2023 | $33,706 | $38,829 | $523,653 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 61-6256124).
Questions about WILLIAM M LUEBBERS TEST TR UW
- What is the EIN of WILLIAM M LUEBBERS TEST TR UW?
- The employer identification number (EIN) of WILLIAM M LUEBBERS TEST TR UW is 61-6256124.
- Is WILLIAM M LUEBBERS TEST TR UW tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to WILLIAM M LUEBBERS TEST TR UW tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WILLIAM M LUEBBERS TEST TR UW file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLIAM M LUEBBERS TEST TR UW 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 WILLIAM M LUEBBERS TEST TR UW 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 WILLIAM M LUEBBERS TEST TR UW?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $9,558 (FIFTH THIRD BANK N A, TRUSTEE).
- How much revenue does WILLIAM M LUEBBERS TEST TR UW have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $86,459, expenses of $55,234 and total assets of $566,342 at year end.
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