Nonprofit · EIN 31-6079609
ALBERT & LILLIE BERNARD TR 361
Tax-exempt · MARIETTA, OH 45750
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $6,420 | $5,396 | $1,024 | $72,928 | $0 | $72,928 |
| December 31, 2024 | 990-PF | $4,937 | $4,793 | $144 | $71,902 | $0 | $71,902 |
| December 31, 2023 | 990-PF | $2,761 | $5,755 | -$2,994 | $71,780 | $0 | $71,780 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $2,737
- Net gain from sales of assets
- $3,683
Expenses
- Grants and similar amounts paid
- $3,048
- Compensation of officers, directors and key employees
- $1,106
- Disbursements for charitable purposes
- $4,146
- Excise tax on investment income
- $74
Balance sheet and other
- Total assets, start of year
- $71,902
- Total assets, end of year
- $72,928
- Total liabilities, end of year
- $0
- Net assets, end of year
- $72,928
- Fair market value of assets
- $92,366
- Qualifying distributions
- $4,146
- Net investment income
- $6,420
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PEOPLES BANK 138 PUTNAM STREET, MARIETTA, OH 45750 | TRUSTEE | 1 | $1,106 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PEOPLES BANK 138 PUTNAM STREET, MARIETTA, OH 45750 | TRUSTEE | 1 | $1,062 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PEOPLES BANK 138 PUTNAM STREET, MARIETTA, OH 45750 | TRUSTEE | 1 | $987 |
Address and contacts
- Address (IRS master file)
- 138 PUTNAM ST, MARIETTA, OH 45750-2923
- In care of
- % PEOPLES BANK TTEE
- Signed the 990-PF
- KELLI PARKS, Officer
- Return prepared by
- ERNST & YOUNG US 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 31-6079609
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $72,928
- Income (IRS master file)
- $28,230
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $6,420 | $5,396 | $72,928 | IRS |
| 990-PF | December 2024 | $4,937 | $4,793 | $71,902 | IRS |
| 990-PF | December 2023 | $2,761 | $5,755 | $71,780 | XML |
| 990-PF | December 2022 | – | – | – | 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 31-6079609).
Questions about ALBERT & LILLIE BERNARD TR 361
- What is the EIN of ALBERT & LILLIE BERNARD TR 361?
- The employer identification number (EIN) of ALBERT & LILLIE BERNARD TR 361 is 31-6079609.
- Is ALBERT & LILLIE BERNARD TR 361 tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does ALBERT & LILLIE BERNARD TR 361 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ALBERT & LILLIE BERNARD TR 361 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 ALBERT & LILLIE BERNARD TR 361 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 ALBERT & LILLIE BERNARD TR 361?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $1,106 (PEOPLES BANK, TRUSTEE).
- How much revenue does ALBERT & LILLIE BERNARD TR 361 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $6,420, expenses of $5,396 and total assets of $72,928 at year end.
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