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Nonprofit · EIN 59-6551153

ELIESABETH ESSER CHARITABLE TRUST

Tax-exempt · CINCINNATI, OH 45263

Financials

$21K$24K2022$28K$35K2023$22K$23K2024
Revenue Expenses · by fiscal year end
Financials of ELIESABETH ESSER CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
October 31, 2025990-PF$21,957$23,066-$1,109$304,203$0$304,203
October 31, 2024990-PF$27,537$35,003-$7,466$305,311$0$305,311
October 31, 2023990-PF$20,946$23,711-$2,765$308,218$0$308,218
Financial details: 990-PF for the year ended October 31, 2025

Revenue

Dividends
$9,132
Net gain from sales of assets
$12,825

Expenses

Grants and similar amounts paid
$15,000
Compensation of officers, directors and key employees
$7,735
Disbursements for charitable purposes
$15,773
Excise tax on investment income
$207

Balance sheet and other

Total assets, start of year
$305,311
Total assets, end of year
$304,203
Total liabilities, end of year
$0
Net assets, end of year
$304,203
Fair market value of assets
$401,782
Qualifying distributions
$15,773
Net investment income
$21,955

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 October 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
COMERICA BANK
PO BOX 7500 MC 3302, DETROIT, MI 48275
FMR TRUSTEE2$7,735
FIFTH THIRD BANK N A
38 FOUNTAIN SQ PLAZA MD1090VD, CINCINNATI, OH 45202
TRUSTEE0$0
990-PF for the year ended October 31, 2024: 1 people
NameTitleHours / weekCompensation
COMERICA BANK
PO BOX 7500 MC 3302, DETROIT, MI 48275
TRUSTEE2$7,450
990-PF for the year ended October 31, 2023: 1 people
NameTitleHours / weekCompensation
COMERICA BANK
PO BOX 7500 MC 3302, DETROIT, MI 48275
TRUSTEE2$5,821

Address and contacts

Address (IRS master file)
PO BOX 630858, CINCINNATI, OH 45263-0858
In care of
% COMERICA TRUST DEPT
Signed the 990-PF
MATT CAROTHERS, DIRECTOR
Phone
(248) 984-1400
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 October, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025October 31, 2026March 15, 2027Not due yet
2024October 31, 2025March 16, 2026990-PF on file
2023October 31, 2024March 17, 2025990-PF on file

IRS record

EIN
59-6551153
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
1977
Accounting year ends
October
Files
Form 990-PF
Assets (IRS master file)
$304,203
Income (IRS master file)
$50,436

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFOctober 2025$21,957$23,066$304,203XML
990-PFOctober 2024$27,537$35,003$305,311XML
990-PFOctober 2023$20,946$23,711$308,218XML
990-PFOctober 2022–––IRS
990-PFOctober 2021–––IRS
990-PFOctober 2020–––IRS
990-PFOctober 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 59-6551153).

Questions about ELIESABETH ESSER CHARITABLE TRUST

What is the EIN of ELIESABETH ESSER CHARITABLE TRUST?
The employer identification number (EIN) of ELIESABETH ESSER CHARITABLE TRUST is 59-6551153.
Is ELIESABETH ESSER CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1977.
Are donations to ELIESABETH ESSER CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ELIESABETH ESSER CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of ELIESABETH ESSER CHARITABLE TRUST due?
The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ELIESABETH ESSER CHARITABLE TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended October 2025.
Who are the officers and directors of ELIESABETH ESSER CHARITABLE TRUST?
The 990-PF for the year ended October 31, 2025 lists 2 people; 1 received compensation from the organization, the highest $7,735 (COMERICA BANK, FMR TRUSTEE).
How much revenue does ELIESABETH ESSER CHARITABLE TRUST have?
On its 990-PF for the year ended October 31, 2025 it reported revenue of $21,957, expenses of $23,066 and total assets of $304,203 at year end.

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