Nonprofit · EIN 31-6264628
HUBERT O SIMMONS TRUST
Tax-exempt · MARIETTA, OH 45750
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $46,090 | $35,751 | $10,339 | $471,940 | $0 | $471,940 |
| December 31, 2024 | 990-PF | $37,601 | $31,378 | $6,223 | $461,589 | $0 | $461,589 |
| December 31, 2023 | 990-PF | $14,069 | $18,337 | -$4,268 | $455,489 | $0 | $455,489 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $17,228
- Net gain from sales of assets
- $28,862
Expenses
- Grants and similar amounts paid
- $25,000
- Compensation of officers, directors and key employees
- $8,161
- Disbursements for charitable purposes
- $29,693
- Excise tax on investment income
- $574
Balance sheet and other
- Total assets, start of year
- $461,589
- Total assets, end of year
- $471,940
- Total liabilities, end of year
- $0
- Net assets, end of year
- $471,940
- Fair market value of assets
- $685,995
- Qualifying distributions
- $29,693
- Net investment income
- $46,090
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 | $8,161 |
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 | $7,600 |
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 | $6,715 |
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
- Phone
- (740) 374-6107
- 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
- 31-6264628
- 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
- 2021
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $471,940
- Income (IRS master file)
- $166,196
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $46,090 | $35,751 | $471,940 | IRS |
| 990-PF | December 2024 | $37,601 | $31,378 | $461,589 | IRS |
| 990-PF | December 2023 | $14,069 | $18,337 | $455,489 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | 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 31-6264628).
Questions about HUBERT O SIMMONS TRUST
- What is the EIN of HUBERT O SIMMONS TRUST?
- The employer identification number (EIN) of HUBERT O SIMMONS TRUST is 31-6264628.
- Is HUBERT O SIMMONS TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to HUBERT O SIMMONS TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HUBERT O SIMMONS TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HUBERT O SIMMONS 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 HUBERT O SIMMONS TRUST 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 HUBERT O SIMMONS TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $8,161 (PEOPLES BANK, TRUSTEE).
- How much revenue does HUBERT O SIMMONS TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $46,090, expenses of $35,751 and total assets of $471,940 at year end.
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