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Nonprofit · EIN 82-2298018

FINANCIAL EDUCATION CHARITABLE

Tax-exempt · CINCINNATI, OH 45248

Financials

$24K$43K2023$31K$26K2024$37K$43K2025
Revenue Expenses · by fiscal year end
Financials of FINANCIAL EDUCATION CHARITABLE by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$36,921$42,770-$5,849$691,620$0$691,620
December 31, 2024990-PF$30,646$26,119$4,527$644,606$0$644,606
December 31, 2023990-PF$24,299$43,492-$19,193$641,203$0$641,203
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$36,920
Interest
$1

Expenses

Grants and similar amounts paid
$19,947
Disbursements for charitable purposes
$39,721
Excise tax on investment income
$499

Balance sheet and other

Total assets, start of year
$644,606
Total assets, end of year
$691,620
Total liabilities, end of year
$0
Net assets, end of year
$691,620
Fair market value of assets
$691,620
Qualifying distributions
$39,721
Net investment income
$36,921

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
Steven J Dulle
848 Woodshire Drive, Cincinnati, OH 45233
President1$0
Patricia L Walter
6777 Sally Court, Cincinnati, OH 45233
Treasurer1$0
John R Weil
6531 Midnight Sun Drive, Maineville, OH 45039
Secretary1$0
Gary J Koester
4191 Eastern Ave, Cincinnati, OH 45223
Director1$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
Steven J Dulle
848 Woodshire Drive, Cincinnati, OH 45233
President1$0
Patricia L Walter
6777 Sally Court, Cincinnati, OH 45233
Treasurer1$0
John R Weil
6531 Midnight Sun Drive, Maineville, OH 45039
Secretary1$0
Gary J Koester
4191 Eastern Ave, Cincinnati, OH 45226
Director1$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
Steven J Dulle
848 Woodshire Drive, Cincinnati, OH 45233
President1$0
Patricia L Walter
6777 Sally Court, Cincinnati, OH 45233
Treasurer1$0
John R Weil
6531 Midnight Sun Drive, Cincinnati, OH 45039
Secretary1$0
Gary J Koester
1565 Colonial Drive, Cincinnati, OH 45238
Director1$0

Address and contacts

Address (IRS master file)
6415 BRIDGETOWN RD, CINCINNATI, OH 45248-2934
In care of
% PATRICIA WALTER
Signed the 990-PF
Patricia Walter, Treasurer
Phone
(513) 233-7203
Return prepared by
Barnes Dennig & Co LTD

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
82-2298018
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
2018
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$691,620
Income (IRS master file)
$36,921

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$36,921$42,770$691,620IRS
990-PFDecember 2024$30,646$26,119$644,606IRS
990-PFDecember 2023$24,299$43,492$641,203XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 82-2298018).

Questions about FINANCIAL EDUCATION CHARITABLE

What is the EIN of FINANCIAL EDUCATION CHARITABLE?
The employer identification number (EIN) of FINANCIAL EDUCATION CHARITABLE is 82-2298018.
Is FINANCIAL EDUCATION CHARITABLE tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
Are donations to FINANCIAL EDUCATION CHARITABLE tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does FINANCIAL EDUCATION CHARITABLE file?
Form 990-PF. Private foundations file every year.
When is the next return of FINANCIAL EDUCATION CHARITABLE 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 FINANCIAL EDUCATION CHARITABLE last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of FINANCIAL EDUCATION CHARITABLE?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does FINANCIAL EDUCATION CHARITABLE have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $36,921, expenses of $42,770 and total assets of $691,620 at year end.

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