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Nonprofit · EIN 35-6568068

WILLETTA WASHMUTH TR UW

Tax-exempt · HAMILTON, OH 45011

Financials

$7K$14K2023$11K$13K2024$19K$15K2025
Revenue Expenses · by fiscal year end
Financials of WILLETTA WASHMUTH TR UW by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$19,376$14,833$4,543$202,164$0$202,164
December 31, 2024990-PF$11,346$13,225-$1,879$197,620$0$197,620
December 31, 2023990-PF$7,354$13,833-$6,479$199,537$0$199,537
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$8,068
Interest
$308
Net gain from sales of assets
$11,000

Expenses

Grants and similar amounts paid
$10,577
Compensation of officers, directors and key employees
$3,270
Disbursements for charitable purposes
$12,680
Excise tax on investment income
$242

Balance sheet and other

Total assets, start of year
$197,620
Total assets, end of year
$202,164
Total liabilities, end of year
$0
Net assets, end of year
$202,164
Fair market value of assets
$261,704
Qualifying distributions
$12,680
Net investment income
$19,376

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.

NameTitleHours / weekCompensation
FIRST FINANCIAL BANK
300 High Street, Hamilton, OH 45011
Trustee0$3,270
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
FIRST FINANCIAL BANK
300 High Street, Hamilton, OH 45011
Trustee0$3,180
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
FIRST FINANCIAL BANK
300 High Street, Hamilton, OH 45011
Trustee0$3,008

Address and contacts

Address (IRS master file)
300 HIGH STREET, HAMILTON, OH 45011-6078
In care of
% WEALTH RESOURCE GROUP TAX DEPT
Signed the 990-PF
FIRST FINANCIAL BANK, TRUSTEE
Phone
(513) 246-2133
Return prepared by
DELOITTE 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
35-6568068
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
2016
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$202,164
Income (IRS master file)
$54,218

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$19,376$14,833$202,164XML
990-PFDecember 2024$11,346$13,225$197,620IRS
990-PFDecember 2023$7,354$13,833$199,537XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 35-6568068).

Questions about WILLETTA WASHMUTH TR UW

What is the EIN of WILLETTA WASHMUTH TR UW?
The employer identification number (EIN) of WILLETTA WASHMUTH TR UW is 35-6568068.
Is WILLETTA WASHMUTH TR UW tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
Are donations to WILLETTA WASHMUTH TR UW tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WILLETTA WASHMUTH TR UW file?
Form 990-PF. Private foundations file every year.
When is the next return of WILLETTA WASHMUTH TR UW 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 WILLETTA WASHMUTH TR UW 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 WILLETTA WASHMUTH TR UW?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $3,270 (FIRST FINANCIAL BANK, Trustee).
How much revenue does WILLETTA WASHMUTH TR UW have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $19,376, expenses of $14,833 and total assets of $202,164 at year end.

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