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Nonprofit · EIN 61-6484796

D WIDEMAN TR FBO ST URSULA

Tax-exempt · CINCINNATI, OH 45263

Financials

$52K$99K2023$410K$98K2024$169K$116K2025
Revenue Expenses · by fiscal year end
Financials of D WIDEMAN TR FBO ST URSULA by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$169,124$115,806$53,318$1,756,523$0$1,756,523
December 31, 2024990-PF$410,044$98,096$311,948$1,703,250$0$1,703,250
December 31, 2023990-PF$51,899$99,045-$47,146$1,390,964$0$1,390,964
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$38,902
Net gain from sales of assets
$130,169
Other income
$53

Expenses

Grants and similar amounts paid
$78,000
Compensation of officers, directors and key employees
$25,232
Disbursements for charitable purposes
$83,485
Excise tax on investment income
$2,044

Balance sheet and other

Total assets, start of year
$1,703,250
Total assets, end of year
$1,756,523
Total liabilities, end of year
$0
Net assets, end of year
$1,756,523
Fair market value of assets
$1,818,547
Qualifying distributions
$83,485
Net investment income
$169,027

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
38 FOUNTAIN SQ PLAZA MD1090VD, CINCINNATI, OH 45202
TRUSTEE1$25,232
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
FIFTH THIRD BANK N A
38 FOUNTAIN SQ PLAZA MD1090VD, CINCINNATI, OH 45202
TRUSTEE1$24,182
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
FIFTH THIRD BANK N A
38 FOUNTAIN SQ PLAZA MD1090VD, CINCINNATI, OH 45202
TRUSTEE1$21,976

Address and contacts

Address (IRS master file)
PO BOX 630858, CINCINNATI, OH 45263-0858
In care of
% FIFTH THIRD BANK TTEE
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 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
61-6484796
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
Assets (IRS master file)
$1,756,523
Income (IRS master file)
$737,888

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$169,124$115,806$1,756,523IRS
990-PFDecember 2024$410,044$98,096$1,703,250XML
990-PFDecember 2023$51,899$99,045$1,390,964XML
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 61-6484796).

Questions about D WIDEMAN TR FBO ST URSULA

What is the EIN of D WIDEMAN TR FBO ST URSULA?
The employer identification number (EIN) of D WIDEMAN TR FBO ST URSULA is 61-6484796.
Is D WIDEMAN TR FBO ST URSULA tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
Are donations to D WIDEMAN TR FBO ST URSULA tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does D WIDEMAN TR FBO ST URSULA file?
Form 990-PF. Private foundations file every year.
When is the next return of D WIDEMAN TR FBO ST URSULA 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 D WIDEMAN TR FBO ST URSULA 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 D WIDEMAN TR FBO ST URSULA?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $25,232 (FIFTH THIRD BANK N A, TRUSTEE).
How much revenue does D WIDEMAN TR FBO ST URSULA have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $169,124, expenses of $115,806 and total assets of $1,756,523 at year end.

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