Skip to main content

Nonprofit · EIN 56-6045849

VANCE MEMORIAL FUND

Tax-exempt · CINCINNATI, OH 45263

Financials

$95K$111K2023$180K$111K2024$240K$121K2025
Revenue Expenses · by fiscal year end
Financials of VANCE MEMORIAL FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$240,240$121,248$118,992$1,709,777$0$1,709,777
December 31, 2024990$180,253$111,135$69,118$1,590,848$0$1,590,848
December 31, 2023990$95,083$111,228-$16,145$1,521,594$0$1,521,594
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$240,240
Net gain from sales of assets
$197,204
Other revenue
$0

Expenses

Grants and similar amounts paid
$91,448
Compensation of officers, directors and key employees
$27,681
Salaries, compensation and benefits (total)
$27,681
Professional fundraising fees
$0
Accounting fees
$1,500
Program services (functional)
$95,600
Management and general (functional)
$25,648

Balance sheet and other

Total assets, start of year
$1,590,848
Total assets, end of year
$1,709,777
Total liabilities, end of year
$0
Net assets, end of year
$1,709,777
Publicly traded securities
$1,588,155
Gross receipts
$811,438
Employees
0
Year formed
1954
State of legal domicile
NC

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 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
FIFTH THIRD BANK N ATRUSTEE
Institutional trustee
1$27,681
990 for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
FIFTH THIRD BANK N ATRUSTEE
Institutional trustee
1$26,364
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
FIFTH THIRD BANK N ATRUSTEE
Institutional trustee
1$23,799

Address and contacts

Address (IRS master file)
PO BOX 630858, CINCINNATI, OH 45263-0858
Principal officer (990 for 2025)
FIFTH THIRD BANK NA, PO BOX 3636, GRAND RAPIDS, MI 495013636
Signed the 990
MATTHEW CAROTHERS, Trustee
Phone
(800) 400-0439
Return prepared by
PWC US TAX LLP

Mission

Trust assets are invested to provide income to be distributed to the charities named in the governing document.

990 for the year ended December 31, 2025

Program accomplishments

  • CHILDRENS HOPE ALLIANCE
    Expenses $11,950 · grants $11,431
  • MASONIC AND EASTERN STAR HOME NC
    Expenses $11,950 · grants $11,431
  • THOMPSON CHILD AND FAMILY FOCUS
    Expenses $11,950 · grants $11,431
  • Expenses $59,750 · grants $57,155

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
56-6045849
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
1974
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,709,777
Income (IRS master file)
$811,438

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$240,240$121,248$1,709,777IRS
990December 2024$180,253$111,135$1,590,848IRS
990December 2023$95,083$111,228$1,521,594XML
990December 2022$41,099$123,823$1,537,983IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––IRS
990December 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 56-6045849).

Questions about VANCE MEMORIAL FUND

What is the EIN of VANCE MEMORIAL FUND?
The employer identification number (EIN) of VANCE MEMORIAL FUND is 56-6045849.
Is VANCE MEMORIAL FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1974.
Are donations to VANCE MEMORIAL FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does VANCE MEMORIAL FUND file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of VANCE MEMORIAL FUND 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 VANCE MEMORIAL FUND last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of VANCE MEMORIAL FUND?
The 990 for the year ended December 31, 2025 names FIFTH THIRD BANK NA.
Who are the officers and directors of VANCE MEMORIAL FUND?
The 990 for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $27,681 (FIFTH THIRD BANK N A, TRUSTEE).
How much revenue does VANCE MEMORIAL FUND have?
On its 990 for the year ended December 31, 2025 it reported revenue of $240,240, expenses of $121,248 and total assets of $1,709,777 at year end.

Other nonprofits in CINCINNATI

All nonprofits in CINCINNATI · Ohio · Philanthropy, voluntarism and grantmaking foundations