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Nonprofit · EIN 94-6505556

JAMES B RICHARDSON TRUST 34-001160-0

Tax-exempt · CINCINNATI, OH 45263

Financials

$14K$27K2023$18K$24K2024$33K$8K2025
Revenue Expenses · by fiscal year end
Financials of JAMES B RICHARDSON TRUST 34-001160-0 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$33,345$8,267$25,078$307,376$0$307,376
December 31, 2024990-PF$18,469$23,693-$5,224$284,336$0$284,336
December 31, 2023990-PF$13,962$26,743-$12,781$290,487$0$290,487
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$8,814
Net gain from sales of assets
$11,851
Other income
$12,680

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$8,044
Disbursements for charitable purposes
$804
Excise tax on investment income
$187

Balance sheet and other

Total assets, start of year
$284,336
Total assets, end of year
$307,376
Total liabilities, end of year
$0
Net assets, end of year
$307,376
Fair market value of assets
$442,972
Qualifying distributions
$804
Net investment income
$20,665

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
PO Box 630858, CINCINNATI, OH 452630858
Trustee1$8,044
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
COMERICA BANK
PO Box 75000, Detroit, MI 482753302
Trustee1$7,699
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
COMERICA BANK
PO Box 75000, Detroit, MI 482753302
Trustee1$7,202

Address and contacts

Address (IRS master file)
PO BOX 630858, CINCINNATI, OH 45263-0858
Signed the 990-PF
MATTHEW GRABOWSKI, VICE PRESIDENT
Phone
(336) 293-1415
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
94-6505556
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
1981
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$307,376
Income (IRS master file)
$33,345

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$33,345$8,267$307,376IRS
990-PFDecember 2024$18,469$23,693$284,336IRS
990-PFDecember 2023$13,962$26,743$290,487XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––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 94-6505556).

Questions about JAMES B RICHARDSON TRUST 34-001160-0

What is the EIN of JAMES B RICHARDSON TRUST 34-001160-0?
The employer identification number (EIN) of JAMES B RICHARDSON TRUST 34-001160-0 is 94-6505556.
Is JAMES B RICHARDSON TRUST 34-001160-0 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1981.
Are donations to JAMES B RICHARDSON TRUST 34-001160-0 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JAMES B RICHARDSON TRUST 34-001160-0 file?
Form 990-PF. Private foundations file every year.
When is the next return of JAMES B RICHARDSON TRUST 34-001160-0 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 JAMES B RICHARDSON TRUST 34-001160-0 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 JAMES B RICHARDSON TRUST 34-001160-0?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $8,044 (FIFTH THIRD BANK, Trustee).
How much revenue does JAMES B RICHARDSON TRUST 34-001160-0 have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $33,345, expenses of $8,267 and total assets of $307,376 at year end.

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