Nonprofit · EIN 61-6703684
BETH BURCHENAL JONES TR FBO BARELY USED PETS
Tax-exempt · CINCINNATI, OH 45263
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $72,567 | $204,947 | -$132,380 | $1,865,494 | $0 | $1,865,494 |
| December 31, 2023 | 990-PF | $2,000,000 | $0 | $2,000,000 | $2,000,000 | $0 | $2,000,000 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $72,807
- Net gain from sales of assets
- -$240
Expenses
- Grants and similar amounts paid
- $176,359
- Compensation of officers, directors and key employees
- $20,547
- Disbursements for charitable purposes
- $185,776
- Excise tax on investment income
- $756
Balance sheet and other
- Total assets, start of year
- $2,000,000
- Total assets, end of year
- $1,865,494
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,865,494
- Fair market value of assets
- $2,161,755
- Qualifying distributions
- $185,776
- Net investment income
- $72,807
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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIFTH THIRD BANK NA 38 FOUNTAIN SQUARE PLAZA, CINCINNATI, OH 45202 | TRUSTEE | 1 | $20,547 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIFTH THIRD BANK NA 38 FOUNTAIN SQUARE PLAZA, CINCINNATI, OH 45202 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 630858, CINCINNATI, OH 45263-0858
- In care of
- % FIFTH THIRD BANK TTEE
- Signed the 990-PF
- MATTHEW CAROTHERS, Trustee
- Phone
- (513) 534-5310
- Return prepared by
- ERNST & YOUNG US 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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Check at the IRS |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 61-6703684
- 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
- 2024
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,601,012
- Income (IRS master file)
- $385,453
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $72,567 | $204,947 | $1,865,494 | IRS |
| 990-PF | December 2023 | $2,000,000 | $0 | $2,000,000 | XML |
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 61-6703684).
Questions about BETH BURCHENAL JONES TR FBO BARELY USED PETS
- What is the EIN of BETH BURCHENAL JONES TR FBO BARELY USED PETS?
- The employer identification number (EIN) of BETH BURCHENAL JONES TR FBO BARELY USED PETS is 61-6703684.
- Is BETH BURCHENAL JONES TR FBO BARELY USED PETS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2024.
- Are donations to BETH BURCHENAL JONES TR FBO BARELY USED PETS tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BETH BURCHENAL JONES TR FBO BARELY USED PETS file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BETH BURCHENAL JONES TR FBO BARELY USED PETS 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 BETH BURCHENAL JONES TR FBO BARELY USED PETS last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of BETH BURCHENAL JONES TR FBO BARELY USED PETS?
- The 990-PF for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $20,547 (FIFTH THIRD BANK NA, TRUSTEE).
- How much revenue does BETH BURCHENAL JONES TR FBO BARELY USED PETS have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $72,567, expenses of $204,947 and total assets of $1,865,494 at year end.
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