Nonprofit · EIN 85-2595921
HELEN E ALLEN CHARITABLE FOUNDATION
Tax-exempt · CINCINNATI, OH 45202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $191,025 | $152,975 | $38,050 | $1,953,021 | $0 | $1,953,021 |
| December 31, 2024 | 990-PF | $307,415 | $144,187 | $163,228 | $1,916,024 | $0 | $1,916,024 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $57,804
- Interest
- $6
- Net gain from sales of assets
- $133,215
Expenses
- Grants and similar amounts paid
- $97,500
- Compensation of officers, directors and key employees
- $28,014
- Disbursements for charitable purposes
- $115,228
- Excise tax on investment income
- $2,131
Balance sheet and other
- Total assets, start of year
- $1,916,024
- Total assets, end of year
- $1,953,021
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,953,021
- Fair market value of assets
- $2,369,588
- Qualifying distributions
- $115,228
- Net investment income
- $191,025
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 |
|---|---|---|---|
| WILLIAM H FRY 600 VINE STREET SUITE 2650, CINCINNATI, OH 45202 | TRUSTEE | 1.5 | $28,014 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM H FRY 600 VINE STREET SUITE 2650, CINCINNATI, OH 45202 | TRUSTEE | 1.5 | $25,882 |
Address and contacts
- Address (IRS master file)
- 600 VINE ST STE 2650, CINCINNATI, OH 45202-2474
- In care of
- % WILLIAM H FRY
- Signed the 990-PF
- WILLIAM H FRY, TRUSTEE
- Phone
- (513) 381-9200
- Return prepared by
- SEIBEL & KATZ CPAS
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
- 85-2595921
- 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
- 2020
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,953,021
- Income (IRS master file)
- $1,714,390
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $191,025 | $152,975 | $1,953,021 | IRS |
| 990-PF | December 2024 | $307,415 | $144,187 | $1,916,024 | IRS |
| 990-PF | December 2023 | -$13,040 | $112,913 | $1,753,671 | IRS |
| 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 85-2595921).
Questions about HELEN E ALLEN CHARITABLE FOUNDATION
- What is the EIN of HELEN E ALLEN CHARITABLE FOUNDATION?
- The employer identification number (EIN) of HELEN E ALLEN CHARITABLE FOUNDATION is 85-2595921.
- Is HELEN E ALLEN CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to HELEN E ALLEN CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HELEN E ALLEN CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HELEN E ALLEN CHARITABLE FOUNDATION 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 HELEN E ALLEN CHARITABLE FOUNDATION 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 HELEN E ALLEN CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $28,014 (WILLIAM H FRY, TRUSTEE).
- How much revenue does HELEN E ALLEN CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $191,025, expenses of $152,975 and total assets of $1,953,021 at year end.
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