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Nonprofit · EIN 61-6669376

KOA CHARITABLE TR

Tax-exempt · CINCINNATI, OH 45263

Financials

$3.2M$345K2024
Revenue Expenses · by fiscal year end
Financials of KOA CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$3,178,352$344,770$2,833,582$3,651,999$0$3,651,999
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$1,609,516
Dividends
$68,730
Net gain from sales of assets
$1,500,106

Expenses

Grants and similar amounts paid
$306,000
Compensation of officers, directors and key employees
$31,280
Disbursements for charitable purposes
$311,627
Excise tax on investment income
$21,418

Balance sheet and other

Total assets, start of year
$1,856,313
Total assets, end of year
$3,651,999
Total liabilities, end of year
$0
Net assets, end of year
$3,651,999
Fair market value of assets
$7,134,776
Qualifying distributions
$311,627
Net investment income
$1,568,836

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
FIFTH THIRD BANK N A
38 FOUNTAIN SQUARE PLAZA, CINCINNATI, OH 45202
TRUSTEE1$31,280

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
ERNST & YOUNG US 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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
61-6669376
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
2022
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$3,651,999
Income (IRS master file)
$3,829,388

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$3,178,352$344,770$3,651,999XML
990-PFDecember 2023$337,488$255,389$1,856,313IRS
990-PFDecember 2022–––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 61-6669376).

Questions about KOA CHARITABLE TR

What is the EIN of KOA CHARITABLE TR?
The employer identification number (EIN) of KOA CHARITABLE TR is 61-6669376.
Is KOA CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
Are donations to KOA CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does KOA CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of KOA CHARITABLE TR due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did KOA CHARITABLE TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of KOA CHARITABLE TR?
The 990-PF for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $31,280 (FIFTH THIRD BANK N A, TRUSTEE).
How much revenue does KOA CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $3,178,352, expenses of $344,770 and total assets of $3,651,999 at year end.

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