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Nonprofit · EIN 38-6571896

STELLA & FREDERICK S LOEB CHARITABLE TR

Tax-exempt · COLUMBUS, OH 43216

Financials

$913K$322K2022$305K$345K2023$419K$307K2024
Revenue Expenses · by fiscal year end
Financials of STELLA & FREDERICK S LOEB CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
August 31, 2025990-PF$419,443$307,449$111,994$4,606,639$0$4,606,639
August 31, 2024990-PF$304,879$345,287-$40,408$4,495,898$0$4,495,898
August 31, 2023990-PF$912,864$322,179$590,685$4,544,155$0$4,544,155
Financial details: 990-PF for the year ended August 31, 2025

Revenue

Contributions, gifts and grants
$57,114
Dividends
$215,599
Net gain from sales of assets
$146,730

Expenses

Grants and similar amounts paid
$244,000
Compensation of officers, directors and key employees
$58,048
Disbursements for charitable purposes
$297,493
Excise tax on investment income
$4,945

Balance sheet and other

Total assets, start of year
$4,495,898
Total assets, end of year
$4,606,639
Total liabilities, end of year
$0
Net assets, end of year
$4,606,639
Fair market value of assets
$7,216,318
Qualifying distributions
$297,493
Net investment income
$362,329

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 August 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
HUNTINGTON NATIONAL BANK
PO BOX 1558 DEPT EA5W86, COLUMBUS, OH 43216
TRUSTEE1$58,048
990-PF for the year ended August 31, 2024: 1 people
NameTitleHours / weekCompensation
HUNTINGTON NATIONAL BANK
PO BOX 1558 DEPT EA5W86, COLUMBUS, OH 43216
TRUSTEE1$66,595
990-PF for the year ended August 31, 2023: 1 people
NameTitleHours / weekCompensation
HUNTINGTON NATIONAL BANK
PO BOX 1558 DEPT EA5W86, COLUMBUS, OH 43216
TRUSTEE1$62,279

Address and contacts

Address (IRS master file)
PO BOX 1558, COLUMBUS, OH 43216-1558
In care of
% CITIZENS BANK TTEE
Signed the 990-PF
HUNTINGTON NATIONAL BANK, VICE PRESIDENT
Phone
(810) 342-7089
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 August, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025August 31, 2026January 15, 2027Not due yet
2024August 31, 2025January 15, 2026990-PF on file
2023August 31, 2024January 15, 2025990-PF on file

IRS record

EIN
38-6571896
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
1991
Accounting year ends
August
Files
Form 990-PF
Assets (IRS master file)
$4,606,639
Income (IRS master file)
$2,057,944

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFAugust 2025$419,443$307,449$4,606,639XML
990-PFAugust 2024$304,879$345,287$4,495,898XML
990-PFAugust 2023$912,864$322,179$4,544,155XML
990-PFAugust 2022–––IRS
990-PFAugust 2021–––IRS
990-PFAugust 2020–––IRS
990-PFAugust 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 38-6571896).

Questions about STELLA & FREDERICK S LOEB CHARITABLE TR

What is the EIN of STELLA & FREDERICK S LOEB CHARITABLE TR?
The employer identification number (EIN) of STELLA & FREDERICK S LOEB CHARITABLE TR is 38-6571896.
Is STELLA & FREDERICK S LOEB CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
Are donations to STELLA & FREDERICK S LOEB CHARITABLE TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does STELLA & FREDERICK S LOEB CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of STELLA & FREDERICK S LOEB CHARITABLE TR due?
The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did STELLA & FREDERICK S LOEB CHARITABLE TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended August 2025.
Who are the officers and directors of STELLA & FREDERICK S LOEB CHARITABLE TR?
The 990-PF for the year ended August 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $58,048 (HUNTINGTON NATIONAL BANK, TRUSTEE).
How much revenue does STELLA & FREDERICK S LOEB CHARITABLE TR have?
On its 990-PF for the year ended August 31, 2025 it reported revenue of $419,443, expenses of $307,449 and total assets of $4,606,639 at year end.

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