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Nonprofit · EIN 31-1418808

EVELYN W DUNN CHARITABLE TR

Also known as KIELY JOHN P TTEE

Tax-exempt · CINCINNATI, OH 45202

Financials

$22K$43K2023$43K$47K2024$35K$41K2025
Revenue Expenses · by fiscal year end
Financials of EVELYN W DUNN CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$34,540$40,637-$6,097$460,967$0$460,967
December 31, 2024990-PF$42,754$47,186-$4,432$467,578$0$467,578
December 31, 2023990-PF$21,686$43,034-$21,348$472,033$0$472,033
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$15,019
Interest
$13
Net gain from sales of assets
$19,508

Expenses

Grants and similar amounts paid
$20,000
Compensation of officers, directors and key employees
$6,925
Disbursements for charitable purposes
$25,233
Excise tax on investment income
$266

Balance sheet and other

Total assets, start of year
$467,578
Total assets, end of year
$460,967
Total liabilities, end of year
$0
Net assets, end of year
$460,967
Fair market value of assets
$582,224
Qualifying distributions
$25,233
Net investment income
$34,540

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
JOHN F MCLAUGHLIN
600 VINE STREET SUITE 2650, CINCINNATI, OH 45202
TRUSTEE1.5$6,925
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
JOHN F MCLAUGHLIN
600 VINE STREET SUITE 2650, CINCINNATI, OH 45202
TRUSTEE1.5$6,724
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
JOHN F MCLAUGHLIN
600 VINE STREET SUITE 2650, CINCINNATI, OH 45202
TRUSTEE1.5$6,476

Address and contacts

Address (IRS master file)
600 VINE ST STE 2650, CINCINNATI, OH 45202-2474
In care of
% B SCOTT BOSTER
Signed the 990-PF
JOHN F MCLAUGHLIN, 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 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
31-1418808
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
1994
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$460,967
Income (IRS master file)
$265,795

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$34,540$40,637$460,967IRS
990-PFDecember 2024$42,754$47,186$467,578IRS
990-PFDecember 2023$21,686$43,034$472,033XML
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 31-1418808).

Questions about EVELYN W DUNN CHARITABLE TR

What is the EIN of EVELYN W DUNN CHARITABLE TR?
The employer identification number (EIN) of EVELYN W DUNN CHARITABLE TR is 31-1418808.
Is EVELYN W DUNN CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
Are donations to EVELYN W DUNN CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does EVELYN W DUNN CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of EVELYN W DUNN 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 EVELYN W DUNN 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 EVELYN W DUNN CHARITABLE TR?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $6,925 (JOHN F MCLAUGHLIN, TRUSTEE).
How much revenue does EVELYN W DUNN CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $34,540, expenses of $40,637 and total assets of $460,967 at year end.

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