Nonprofit · EIN 88-1096401
THOMAS M BROWN PERPETUAL CHARITABLE TRUST
Tax-exempt · CINCINNATI, OH 45263
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $326,986 | $239,418 | $87,568 | $2,915,316 | $0 | $2,915,316 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $75,644
- Net gain from sales of assets
- $244,835
- Other income
- $6,507
Expenses
- Grants and similar amounts paid
- $165,000
- Compensation of officers, directors and key employees
- $71,971
- Disbursements for charitable purposes
- $197,627
- Excise tax on investment income
- $3,873
Balance sheet and other
- Total assets, start of year
- $2,827,760
- Total assets, end of year
- $2,915,316
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,915,316
- Fair market value of assets
- $3,660,695
- Qualifying distributions
- $197,627
- Net investment income
- $320,410
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIFTH THIRD BANK N A 38 FOUNTAIN SQUARE PLAZA, CINCINNATI, OH 45202 | CO-TRUSTEE | 1 | $48,034 |
| CHRISTOPHER J BERGHOFF 150 N MICHIGAN AVENUE STE 1230, CHICAGO, IL 60601 | CO-TRUSTEE | 1 | $23,937 |
Address and contacts
- Address (IRS master file)
- PO BOX 630858, CINCINNATI, OH 45263-0858
- In care of
- % FIFTH THIRD BANK NA
- 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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990-PF on file |
IRS record
- EIN
- 88-1096401
- 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
- September
- Files
- Form 990-PF
- Category (NTEE)
- Animal-related (D19)
- Assets (IRS master file)
- $2,915,316
- Income (IRS master file)
- $1,202,394
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | – | – | – | IRS |
| 990-PF | September 2024 | $172,807 | $211,788 | $2,827,760 | IRS |
| 990-PF | September 2023 | $785,466 | $140,669 | $2,866,745 | IRS |
| 990-PF | September 2022 | – | – | – | 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 THOMAS M BROWN PERPETUAL CHARITABLE TRUST
- What is the EIN of THOMAS M BROWN PERPETUAL CHARITABLE TRUST?
- The employer identification number (EIN) of THOMAS M BROWN PERPETUAL CHARITABLE TRUST is 88-1096401.
- Is THOMAS M BROWN PERPETUAL CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to THOMAS M BROWN PERPETUAL CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THOMAS M BROWN PERPETUAL CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THOMAS M BROWN PERPETUAL CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THOMAS M BROWN PERPETUAL CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of THOMAS M BROWN PERPETUAL CHARITABLE TRUST?
- The 990-PF for the year ended September 30, 2025 lists 2 people; 2 received compensation from the organization, the highest $48,034 (FIFTH THIRD BANK N A, CO-TRUSTEE).
- How much revenue does THOMAS M BROWN PERPETUAL CHARITABLE TRUST have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $326,986, expenses of $239,418 and total assets of $2,915,316 at year end.
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