Nonprofit · EIN 31-6227051
MARGARET DORMAN TR
Tax-exempt · CINCINNATI, OH 45263
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $62,735 | $31,296 | $31,439 | $445,604 | $0 | $445,604 |
| December 31, 2024 | 990-PF | $42,745 | $28,924 | $13,821 | $414,179 | $0 | $414,179 |
| December 31, 2023 | 990-PF | $28,563 | $29,992 | -$1,429 | $400,315 | $0 | $400,315 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $11,151
- Net gain from sales of assets
- $51,569
- Other income
- $15
Expenses
- Grants and similar amounts paid
- $21,600
- Compensation of officers, directors and key employees
- $7,242
- Disbursements for charitable purposes
- $24,286
- Excise tax on investment income
- $784
Balance sheet and other
- Total assets, start of year
- $414,179
- Total assets, end of year
- $445,604
- Total liabilities, end of year
- $0
- Net assets, end of year
- $445,604
- Fair market value of assets
- $522,989
- Qualifying distributions
- $24,286
- Net investment income
- $62,707
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 |
|---|---|---|---|
| FIFTH THIRD BANK N A 38 FOUNTAIN SQ PLAZA MD1090VD, CINCINNATI, OH 45202 | TRUSTEE | 1 | $7,242 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIFTH THIRD BANK N A 38 FOUNTAIN SQ PLAZA MD1090VD, CINCINNATI, OH 45202 | TRUSTEE | 1 | $6,637 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIFTH THIRD BANK N A 38 FOUNTAIN SQ PLAZA MD1090VD, CINCINNATI, OH 45202 | TRUSTEE | 1 | $5,261 |
Address and contacts
- Address (IRS master file)
- PO BOX 630858, CINCINNATI, OH 45263-0858
- In care of
- % FIFTH THIRD BK OF WESTERN OH N A
- Signed the 990-PF
- MATTHEW CAROTHERS, Trustee
- Phone
- (513) 534-5310
- Return prepared by
- PWC US TAX 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
- 31-6227051
- 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
- 2019
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $445,604
- Income (IRS master file)
- $210,089
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $62,735 | $31,296 | $445,604 | IRS |
| 990-PF | December 2024 | $42,745 | $28,924 | $414,179 | XML |
| 990-PF | December 2023 | $28,563 | $29,992 | $400,315 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | 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 31-6227051).
Questions about MARGARET DORMAN TR
- What is the EIN of MARGARET DORMAN TR?
- The employer identification number (EIN) of MARGARET DORMAN TR is 31-6227051.
- Is MARGARET DORMAN TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to MARGARET DORMAN TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARGARET DORMAN TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARGARET DORMAN 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 MARGARET DORMAN 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 MARGARET DORMAN TR?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $7,242 (FIFTH THIRD BANK N A, TRUSTEE).
- How much revenue does MARGARET DORMAN TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $62,735, expenses of $31,296 and total assets of $445,604 at year end.
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