Nonprofit · EIN 31-6032128
NELLIE AGNEW BECHTEL TRUST
Tax-exempt · CINCINNATI, OH 45202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $393,067 | $619,270 | -$226,203 | $10,624,377 | $0 | $10,624,377 |
| December 31, 2024 | 990 | $437,517 | $635,668 | -$198,151 | $9,980,618 | $0 | $9,980,618 |
| December 31, 2023 | 990 | $735,720 | $662,489 | $73,231 | $8,889,512 | $0 | $8,889,512 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $393,067
- Net gain from sales of assets
- $76,642
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $454,476
- Compensation of officers, directors and key employees
- $88,864
- Salaries, compensation and benefits (total)
- $88,864
- Professional fundraising fees
- $0
- Legal fees
- $7,877
- Accounting fees
- $1,200
- Program services (functional)
- $454,476
- Management and general (functional)
- $164,794
Balance sheet and other
- Total assets, start of year
- $9,980,618
- Total assets, end of year
- $10,624,377
- Total liabilities, end of year
- $0
- Net assets, end of year
- $10,624,377
- Publicly traded securities
- $10,533,049
- Gross receipts
- $868,276
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1974
- 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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Steven F Gay | Trustee Trustee or director | 4 | $88,864 |
990 for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Steven F Gay | Trustee Trustee or director | 4 | $81,227 |
990 for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| James R Marlow | Co-Trustee Trustee or director | 4 | $82,705 |
| Steven F Gay | Trustee Trustee or director | 4 | $0 |
Address and contacts
- Address (IRS master file)
- 810 SYCAMORE STREET, CINCINNATI, OH 45202-2155
- In care of
- % JAMES R MARLOW
- Principal officer (990 for 2025)
- Steven F Gay, 810 Sycamore Street 3rd Floor, Cincinnati, OH 452022180
- Signed the 990
- Steven F Gay, Trustee
- Phone
- (513) 287-6900
- Return prepared by
- MARLOW & GAY CO L P A
Mission
Invest trust funds and distribute income to two designated 501(c)(3) charitable organizations.
Program accomplishments
- $227,237.78 was paid to each of two 501(c)(3) charitable organizations: $227,237.78 to the Episcopal Diocese of Harrisburg, PA for the benefit of Nativity Church of Newport, PA and $227,237.78 to Beechwood Home, Cincinnati, OH (formerly Home for the Incurables).Expenses $454,476 · grants $454,476
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 31-6032128
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1959
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $10,624,377
- Income (IRS master file)
- $868,276
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $393,067 | $619,270 | $10,624,377 | XML |
| 990 | December 2024 | $437,517 | $635,668 | $9,980,618 | XML |
| 990 | December 2023 | $735,720 | $662,489 | $8,889,512 | XML |
| 990 | December 2022 | $487,916 | $599,101 | $9,100,666 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 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 31-6032128).
Questions about NELLIE AGNEW BECHTEL TRUST
- What is the EIN of NELLIE AGNEW BECHTEL TRUST?
- The employer identification number (EIN) of NELLIE AGNEW BECHTEL TRUST is 31-6032128.
- Is NELLIE AGNEW BECHTEL TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1959.
- Are donations to NELLIE AGNEW BECHTEL TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does NELLIE AGNEW BECHTEL TRUST 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 NELLIE AGNEW BECHTEL TRUST 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 NELLIE AGNEW BECHTEL TRUST 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 NELLIE AGNEW BECHTEL TRUST?
- The 990 for the year ended December 31, 2025 names Steven F Gay.
- Who are the officers and directors of NELLIE AGNEW BECHTEL TRUST?
- The 990 for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $88,864 (Steven F Gay, Trustee).
- How much revenue does NELLIE AGNEW BECHTEL TRUST have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $393,067, expenses of $619,270 and total assets of $10,624,377 at year end.
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