Nonprofit · EIN 84-7125516
CHARLES AND BETTY ANN ELLMAN FUND
Tax-exempt · CINCINNATI, OH 45247
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $30,726 | $38,309 | -$7,583 | $394,868 | $0 | $394,868 |
| December 31, 2024 | 990-PF | $48,267 | $37,902 | $10,365 | $402,449 | $0 | $402,449 |
| December 31, 2023 | 990-PF | -$20,347 | $33,496 | -$53,843 | $392,085 | $0 | $392,085 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $18,875
- Net gain from sales of assets
- $11,851
Expenses
- Grants and similar amounts paid
- $28,434
- Compensation of officers, directors and key employees
- $1,000
- Disbursements for charitable purposes
- $30,134
- Excise tax on investment income
- $328
Balance sheet and other
- Total assets, start of year
- $402,449
- Total assets, end of year
- $394,868
- Total liabilities, end of year
- $0
- Net assets, end of year
- $394,868
- Fair market value of assets
- $675,851
- Qualifying distributions
- $30,134
- Net investment income
- $30,726
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHNSON TRUST COMPANY 3777 WEST FORK RD, CINCINNATI, OH 45247 | TRUSTEE | 1 | $1,000 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHNSON TRUST COMPANY 3777 WEST FORK RD, CINCINNATI, OH 45247 | TRUSTEE | 1 | $1,000 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Johnson Trust Co 3777 West Fork Rd, Cincinnati, OH 45247 | Trustee | 0 | $1,000 |
Address and contacts
- Address (IRS master file)
- 3777 W FORK RD, CINCINNATI, OH 45247-7548
- In care of
- % JOHNSON TRUST COMPANY
- Signed the 990-PF
- MICHAEL BARNES, PRESIDENT
- Phone
- (513) 661-3100
- Return prepared by
- FIDUCIARY TAX SERVICES LLC
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 | 990-PF on file |
| 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
- 84-7125516
- 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
- 2020
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Human services (P20)
- Assets (IRS master file)
- $394,868
- Income (IRS master file)
- $52,756
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $30,726 | $38,309 | $394,868 | IRS |
| 990-PF | December 2024 | $48,267 | $37,902 | $402,449 | IRS |
| 990-PF | December 2023 | -$20,347 | $33,496 | $392,085 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 84-7125516).
Questions about CHARLES AND BETTY ANN ELLMAN FUND
- What is the EIN of CHARLES AND BETTY ANN ELLMAN FUND?
- The employer identification number (EIN) of CHARLES AND BETTY ANN ELLMAN FUND is 84-7125516.
- Is CHARLES AND BETTY ANN ELLMAN FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to CHARLES AND BETTY ANN ELLMAN FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CHARLES AND BETTY ANN ELLMAN FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CHARLES AND BETTY ANN ELLMAN 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 CHARLES AND BETTY ANN ELLMAN FUND 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 CHARLES AND BETTY ANN ELLMAN FUND?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $1,000 (JOHNSON TRUST COMPANY, TRUSTEE).
- How much revenue does CHARLES AND BETTY ANN ELLMAN FUND have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $30,726, expenses of $38,309 and total assets of $394,868 at year end.
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