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Nonprofit · EIN 92-6456129

ALLENE ANDERSON CHARITABLE TR

Also known as COMERICA BANK AND TRUST NA TTEE

Tax-exempt · CINCINNATI, OH 45263

Financials

$3.9M$445K2023$233K$405K2024$305K$430K2025
Revenue Expenses · by fiscal year end
Financials of ALLENE ANDERSON CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$304,799$430,087-$125,288$3,118,819$0$3,118,819
December 31, 2024990-PF$233,234$405,072-$171,838$3,256,012$0$3,256,012
December 31, 2023990-PF$3,858,663$444,706$3,413,957$3,431,284$0$3,431,284
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$130,628
Net gain from sales of assets
$173,923
Other income
$248

Expenses

Grants and similar amounts paid
$365,299
Compensation of officers, directors and key employees
$16,077
Disbursements for charitable purposes
$366,907
Excise tax on investment income
$3,417

Balance sheet and other

Total assets, start of year
$3,256,012
Total assets, end of year
$3,118,819
Total liabilities, end of year
$0
Net assets, end of year
$3,118,819
Fair market value of assets
$3,522,542
Qualifying distributions
$366,907
Net investment income
$304,799

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 NA
PO BOX 630858, CINCINNATI, OH 452630858
TRUSTEE1$16,077
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
COMERICA BANK
PO BOX 75000, DETROIT, MI 482757874
TRUSTEE1$16,484
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
COMERICA BANK
PO BOX 75000, DETROIT, MI 482757874
TRUSTEE1$7,742

Address and contacts

Address (IRS master file)
PO BOX 630858, CINCINNATI, OH 45263-0858
Signed the 990-PF
MATTHEW GRABOWSKI, VICE PRESIDENT
Phone
(248) 984-0101
Return prepared by
KPMG 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
92-6456129
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$3,118,819
Income (IRS master file)
$1,514,297

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$304,799$430,087$3,118,819IRS
990-PFDecember 2024$233,234$405,072$3,256,012XML
990-PFDecember 2023$3,858,663$444,706$3,431,284XML

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 ALLENE ANDERSON CHARITABLE TR

What is the EIN of ALLENE ANDERSON CHARITABLE TR?
The employer identification number (EIN) of ALLENE ANDERSON CHARITABLE TR is 92-6456129.
Is ALLENE ANDERSON CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does ALLENE ANDERSON CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of ALLENE ANDERSON CHARITABLE TR 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 ALLENE ANDERSON CHARITABLE TR 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 ALLENE ANDERSON CHARITABLE TR?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $16,077 (FIFTH THIRD BANK NA, TRUSTEE).
How much revenue does ALLENE ANDERSON CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $304,799, expenses of $430,087 and total assets of $3,118,819 at year end.

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