Nonprofit · EIN 31-6040522
BUNKER HILL HAVEN TRUST
Tax-exempt · HAMILTON, OH 45013
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $1,200,178 | $1,000,238 | $199,940 | $7,982,142 | $62,267 | $7,919,875 |
| June 30, 2024 | 990-PF | $979,219 | $906,998 | $72,221 | $7,300,564 | $107,551 | $7,193,013 |
| June 30, 2023 | 990-PF | $745,675 | $830,145 | -$84,470 | $6,605,678 | $160,225 | $6,445,453 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $3,825
- Dividends
- $196,077
- Net gain from sales of assets
- $106,108
- Other income
- $894,168
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $125,226
- Salaries, compensation and benefits (total)
- $543,715
- Disbursements for charitable purposes
- $862,464
Balance sheet and other
- Total assets, start of year
- $7,300,564
- Total assets, end of year
- $7,982,142
- Total liabilities, end of year
- $62,267
- Net assets, end of year
- $7,919,875
- Fair market value of assets
- $7,620,908
- Qualifying distributions
- $862,464
- Net investment income
- $302,185
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LORI TURNER 1050 GARNER ROAD, HAMILTON, OH 45013 | EX. DIRECTOR | 40 | $87,454 |
| GREG HULL 1050 GARNER ROAD, HAMILTON, OH 45013 | TRUSTEE | 30 | $37,772 |
| DENNIS DEAHL 1050 GARDNER ROAD, HAMILTON, OH 45013 | TRUSTEE | 1 | $0 |
| KELLY HEILE 1050 GARDNER ROAD, HAMILTON, OH 45013 | TRUSTEE | 1 | $0 |
| JENNIFER MUENCH-MCELFRESH 1050 GARDNER ROAD, HAMILTON, OH 45013 | TRUSTEE | 1 | $0 |
| DOUG COMBS 1050 GARNER ROAD, HAMILTON, OH 45013 | TRUSTEE | 1 | $0 |
990-PF for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KELLY HANSEL - 61523 TO 11124 1050 GARDNER ROAD, HAMLTON, OH 45013 | EX. DIRECTOR | 40 | $72,269 |
| LORI TURNER - 11123 TO PRESENT 1050 GARNER ROAD, HAMILTON, OH 45013 | EX. DIRECTOR | 40 | $68,815 |
| GREG HULL 1050 GARNER ROAD, HAMILTON, OH 45013 | TRUSTEE | 30 | $39,474 |
| DENNIS DEAHL 1050 GARDNER ROAD, HAMILTON, OH 45013 | TRUSTEE | 1 | $0 |
| KELLY HEILE 1050 GARDNER ROAD, HAMILTON, OH 45013 | TRUSTEE | 1 | $0 |
| JENNIFER MUENCH-MCELFRESH 1050 GARDNER ROAD, HAMILTON, OH 45013 | TRUSTEE | 1 | $0 |
990-PF for the year ended June 30, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LORI TURNER 1050 GARNER ROAD, HAMILTON, OH 45013 | EXEC. DIRECT | 40 | $70,921 |
| GREG HULL 1050 GARNER ROAD, HAMILTON, OH 45013 | TRUSTEE | 10 | $35,973 |
| RYAN TURRIETA 1050 GARDNER ROAD, HAMILTON, OH 45013 | EXEC. DIRECT | 40 | $11,693 |
| KELLY HANSEL 1050 GARDNER ROAD, HAMLTON, OH 45013 | EXEC. DIR. 3 | 40 | $7,890 |
| DENNIS DEAHL 1050 GARDNER ROAD, HAMILTON, OH 45013 | TRUSTEE | 1 | $0 |
| KELLY HEILE 1050 GARDNER ROAD, HAMILTON, OH 45013 | TRUSTEE | 1 | $0 |
| JENNIFER MUENCH-MCELFRESH 1050 GARDNER ROAD, HAMILTON, OH 45013 | TRUSTEE | 1 | $0 |
| PARKER FREY 1050 GARDNER ROAD, HAMILTON, OH 45013 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1050 GARNER RD, HAMILTON, OH 45013-9136
- Signed the 990-PF
- GREG HULL, TRUSTEE
- Phone
- (513) 756-9657
- Website
- WWW.BUNKERHILLHAVEN.ORG
- Return prepared by
- STEPHENSON AND WARNER INC 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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 31-6040522
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation (exempt from paying excise taxes)
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 1968
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $7,982,142
- Income (IRS master file)
- $1,200,178
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $1,200,178 | $1,000,238 | $7,982,142 | XML |
| 990-PF | June 2024 | $979,219 | $906,998 | $7,300,564 | XML |
| 990-PF | June 2023 | $745,675 | $830,145 | $6,605,678 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | IRS |
| 990-PF | June 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 31-6040522).
Questions about BUNKER HILL HAVEN TRUST
- What is the EIN of BUNKER HILL HAVEN TRUST?
- The employer identification number (EIN) of BUNKER HILL HAVEN TRUST is 31-6040522.
- Is BUNKER HILL HAVEN TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1968.
- Are donations to BUNKER HILL HAVEN TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does BUNKER HILL HAVEN TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BUNKER HILL HAVEN TRUST due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BUNKER HILL HAVEN TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of BUNKER HILL HAVEN TRUST?
- The 990-PF for the year ended June 30, 2025 lists 6 people; 2 received compensation from the organization, the highest $87,454 (LORI TURNER, EX. DIRECTOR).
- How much revenue does BUNKER HILL HAVEN TRUST have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $1,200,178, expenses of $1,000,238 and total assets of $7,982,142 at year end.
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