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Nonprofit · EIN 31-6019731

TR UW OTTO LUEDEKING

Also known as FIFTH THIRD BANK

Tax-exempt · CINCINNATI, OH 45263

Financials

$588K$807K2023$1.6M$796K2024$1.8M$850K2025
Revenue Expenses · by fiscal year end
Financials of TR UW OTTO LUEDEKING by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$1,785,832$849,719$936,113$13,334,833$0$13,334,833
December 31, 2024990$1,615,231$796,419$818,812$12,398,899$0$12,398,899
December 31, 2023990$588,239$807,357-$219,118$11,573,393$0$11,573,393
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$1,785,832
Net gain from sales of assets
$1,470,970
Other revenue
$0

Expenses

Grants and similar amounts paid
$716,773
Compensation of officers, directors and key employees
$123,470
Salaries, compensation and benefits (total)
$123,470
Professional fundraising fees
$0
Legal fees
$3,199
Accounting fees
$1,500
Program services (functional)
$735,293
Management and general (functional)
$114,426

Balance sheet and other

Total assets, start of year
$12,398,899
Total assets, end of year
$13,334,833
Total liabilities, end of year
$0
Net assets, end of year
$13,334,833
Publicly traded securities
$12,276,237
Gross receipts
$5,735,883
Employees
0
Year formed
1940
State of legal domicile
OH

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 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
FIFTH THIRD BANK N ATRUSTEE
Institutional trustee
1$123,470
990 for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
FIFTH THIRD BANK N ATRUSTEE
Institutional trustee
1$128,609
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
FIFTH THIRD BANK N ATRUSTEE
Institutional trustee
1$123,334

Address and contacts

Address (IRS master file)
PO BOX 630858, CINCINNATI, OH 45263-0858
In care of
% HEIDI JARK
Principal officer (990 for 2025)
FIFTH THIRD BANK NA, PO BOX 630858, CINCINNATI, OH 45263
Signed the 990
MATTHEW CAROTHERS, Trustee
Phone
(513) 534-5310
Return prepared by
PWC US TAX LLP

Mission

TRUST ASSETS ARE INVESTED TO PROVIDE INCOME TO BE DISTRIBUTED TO THE CHARITIES NAMED IN THE GOVERNING DOCUMENT.

990 for the year ended December 31, 2025

Program accomplishments

  • DEUTSCHES ROTES KREUZ (RED CROSS)
    Expenses $372,762 · grants $363,373
  • MAPLE KNOLL COMMUNITIES
    Expenses $62,126 · grants $60,561
  • THE SALVATION ARMY
    Expenses $41,417 · grants $40,374
  • Expenses $258,988 · grants $252,465

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
31-6019731
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization, Type I
Donations deductible (Pub 78)
Supporting organization, 50% limit
Exempt since
2019
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$13,334,833
Income (IRS master file)
$5,735,883

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$1,785,832$849,719$13,334,833IRS
990December 2024$1,615,231$796,419$12,398,899IRS
990December 2023$588,239$807,357$11,573,393XML
990December 2022$501,982$894,235$11,799,796IRS
990December 2021–––IRS
990December 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 31-6019731).

Questions about TR UW OTTO LUEDEKING

What is the EIN of TR UW OTTO LUEDEKING?
The employer identification number (EIN) of TR UW OTTO LUEDEKING is 31-6019731.
Is TR UW OTTO LUEDEKING tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
Are donations to TR UW OTTO LUEDEKING tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
Which annual return does TR UW OTTO LUEDEKING file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of TR UW OTTO LUEDEKING 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 TR UW OTTO LUEDEKING last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of TR UW OTTO LUEDEKING?
The 990 for the year ended December 31, 2025 names FIFTH THIRD BANK NA.
Who are the officers and directors of TR UW OTTO LUEDEKING?
The 990 for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $123,470 (FIFTH THIRD BANK N A, TRUSTEE).
How much revenue does TR UW OTTO LUEDEKING have?
On its 990 for the year ended December 31, 2025 it reported revenue of $1,785,832, expenses of $849,719 and total assets of $13,334,833 at year end.

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