Nonprofit · EIN 42-6667467
ELLEN H ATTERBURY AND MALCOLM ATTERBURY JR FOUNDATION
Tax-exempt · CINCINNATI, OH 45263
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990-PF | $270,955 | $113,609 | $157,346 | $1,704,884 | $0 | $1,704,884 |
| March 31, 2025 | 990-PF | $193,935 | $114,206 | $79,729 | $1,546,643 | $0 | $1,546,643 |
| March 31, 2024 | 990-PF | $116,738 | $114,068 | $2,670 | $1,166,747 | $0 | $1,166,747 |
Financial details: 990-PF for the year ended March 31, 2026
Revenue
- Dividends
- $49,036
- Interest
- $651
- Net gain from sales of assets
- $213,572
- Other income
- $7,696
Expenses
- Grants and similar amounts paid
- $72,000
- Compensation of officers, directors and key employees
- $15,022
- Disbursements for charitable purposes
- $73,577
- Excise tax on investment income
- $3,133
Balance sheet and other
- Total assets, start of year
- $1,546,643
- Total assets, end of year
- $1,704,884
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,704,884
- Fair market value of assets
- $2,323,806
- Qualifying distributions
- $73,577
- Net investment income
- $262,286
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 March 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIFTH THIRD BANK N A PO BOX 630858, CINCINNATI, OH 452630858 | CO-TRUSTEE | 2 | $15,022 |
| ALEXIS WEAVER 725 N ONTARE ROAD, SANTA BARBARA, CA 93105 | CO-TRUSTEE | 1 | $0 |
990-PF for the year ended March 31, 2025: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| COMERICA BANK TRUST N A 411 W LAFAYETTE, DETROIT, MI 48226 | CO-TRUSTEE | 2 | $13,666 |
| ALEXIS WEAVER 725 N ONTARE ROAD, SANTA BARBARA, CA 93105 | CO-TRUSTEE | 1 | $0 |
990-PF for the year ended March 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| COMERICA BANK TRUST N A 411 W LAFAYETTE, DETROIT, MI 48226 | CO-TRUSTEE | 2 | $11,381 |
| ALEXIS WEAVER 725 N ONTARE ROAD, SANTA BARBARA, CA 93105 | CO-TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 630858, CINCINNATI, OH 45263-0858
- In care of
- % COMERICA BANK & TRUST NA TRUST TA
- Signed the 990-PF
- MATTHEW CAROTHERS, DIRECTOR
- Phone
- (313) 222-3014
- 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 March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | 990-PF on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990-PF on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990-PF on file |
IRS record
- EIN
- 42-6667467
- 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
- 2007
- Accounting year ends
- March
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,704,884
- Income (IRS master file)
- $978,525
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2026 | $270,955 | $113,609 | $1,704,884 | XML |
| 990-PF | March 2025 | $193,935 | $114,206 | $1,546,643 | XML |
| 990-PF | March 2024 | $116,738 | $114,068 | $1,166,747 | XML |
| 990-PF | March 2023 | – | – | – | IRS |
| 990-PF | March 2022 | – | – | – | IRS |
| 990-PF | March 2021 | – | – | – | IRS |
| 990-PF | March 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 42-6667467).
Questions about ELLEN H ATTERBURY AND MALCOLM ATTERBURY JR FOUNDATION
- What is the EIN of ELLEN H ATTERBURY AND MALCOLM ATTERBURY JR FOUNDATION?
- The employer identification number (EIN) of ELLEN H ATTERBURY AND MALCOLM ATTERBURY JR FOUNDATION is 42-6667467.
- Is ELLEN H ATTERBURY AND MALCOLM ATTERBURY JR FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to ELLEN H ATTERBURY AND MALCOLM ATTERBURY JR FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ELLEN H ATTERBURY AND MALCOLM ATTERBURY JR FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ELLEN H ATTERBURY AND MALCOLM ATTERBURY JR FOUNDATION due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ELLEN H ATTERBURY AND MALCOLM ATTERBURY JR FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended March 2026.
- Who are the officers and directors of ELLEN H ATTERBURY AND MALCOLM ATTERBURY JR FOUNDATION?
- The 990-PF for the year ended March 31, 2026 lists 2 people; 1 received compensation from the organization, the highest $15,022 (FIFTH THIRD BANK N A, CO-TRUSTEE).
- How much revenue does ELLEN H ATTERBURY AND MALCOLM ATTERBURY JR FOUNDATION have?
- On its 990-PF for the year ended March 31, 2026 it reported revenue of $270,955, expenses of $113,609 and total assets of $1,704,884 at year end.
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