Nonprofit · EIN 38-6535128
MARY D MORMAN TRUST
Tax-exempt · CINCINNATI, OH 45263
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| February 28, 2026 | 990-PF | $15,215 | $19,453 | -$4,238 | $186,645 | $0 | $186,645 |
| February 28, 2025 | 990-PF | $13,111 | $16,920 | -$3,809 | $195,697 | $0 | $195,697 |
| February 29, 2024 | 990-PF | $9,378 | $16,405 | -$7,027 | $197,391 | $0 | $197,391 |
Financial details: 990-PF for the year ended February 28, 2026
Revenue
- Dividends
- $5,549
- Net gain from sales of assets
- $9,665
- Other income
- $1
Expenses
- Grants and similar amounts paid
- $13,000
- Compensation of officers, directors and key employees
- $6,236
- Disbursements for charitable purposes
- $13,624
- Excise tax on investment income
- $133
Balance sheet and other
- Total assets, start of year
- $195,697
- Total assets, end of year
- $186,645
- Total liabilities, end of year
- $0
- Net assets, end of year
- $186,645
- Fair market value of assets
- $312,446
- Qualifying distributions
- $13,624
- Net investment income
- $15,214
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 February 28, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIFTH THIRD BANK N A PO BOX 630858, CINCINNATI, OH 452630858 | TRUSTEE | 2 | $6,236 |
990-PF for the year ended February 28, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| COMERICA BANK TRUST NA PO BOX 75000 M/C 3302, DETROIT, MI 482753302 | TRUSTEE | 2 | $5,917 |
990-PF for the year ended February 29, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| COMERICA BANK TRUST NA PO BOX 75000 M/C 3302, DETROIT, MI 482753302 | TRUSTEE | 1 | $5,405 |
Address and contacts
- Address (IRS master file)
- PO BOX 630858, CINCINNATI, OH 45263-0858
- In care of
- % COMERICA BANK-DETROIT TTEE
- Signed the 990-PF
- MATTHEW GRABOWSKI, VICE PRESIDENT
- Phone
- (248) 984-1370
- Return prepared by
- KPMG 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 February, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | February 28, 2026 | July 15, 2026 | 990-PF on file |
| 2024 | February 28, 2025 | July 15, 2025 | 990-PF on file |
| 2023 | February 29, 2024 | July 15, 2024 | 990-PF on file |
IRS record
- EIN
- 38-6535128
- 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
- 1996
- Accounting year ends
- February
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90Z)
- Assets (IRS master file)
- $186,645
- Income (IRS master file)
- $15,215
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | February 2026 | $15,215 | $19,453 | $186,645 | XML |
| 990-PF | February 2025 | $13,111 | $16,920 | $195,697 | XML |
| 990-PF | February 2024 | $9,378 | $16,405 | $197,391 | XML |
| 990-PF | February 2023 | – | – | – | IRS |
| 990-PF | February 2022 | – | – | – | IRS |
| 990-PF | February 2021 | – | – | – | IRS |
| 990-PF | February 2019 | – | – | – | 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 38-6535128).
Questions about MARY D MORMAN TRUST
- What is the EIN of MARY D MORMAN TRUST?
- The employer identification number (EIN) of MARY D MORMAN TRUST is 38-6535128.
- Is MARY D MORMAN TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to MARY D MORMAN TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARY D MORMAN TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARY D MORMAN TRUST due?
- The return for tax year 2026 (the year ending February 28, 2027) is due July 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MARY D MORMAN TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended February 2026.
- Who are the officers and directors of MARY D MORMAN TRUST?
- The 990-PF for the year ended February 28, 2026 lists 1 person; 1 received compensation from the organization, the highest $6,236 (FIFTH THIRD BANK N A, TRUSTEE).
- How much revenue does MARY D MORMAN TRUST have?
- On its 990-PF for the year ended February 28, 2026 it reported revenue of $15,215, expenses of $19,453 and total assets of $186,645 at year end.
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