Nonprofit · EIN 86-3410200
THE 513 FUND IMA
Tax-exempt · CINCINNATI, OH 45246
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $52,176 | $192,767 | -$140,591 | $1,218,347 | $0 | $1,218,347 |
| June 30, 2024 | 990-PF | $453,725 | $230,891 | $222,834 | $1,364,955 | $0 | $1,364,955 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $40,701
- Interest
- $2,889
- Net gain from sales of assets
- $8,586
Expenses
- Grants and similar amounts paid
- $166,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $166,853
- Excise tax on investment income
- $365
Balance sheet and other
- Total assets, start of year
- $1,364,955
- Total assets, end of year
- $1,218,347
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,218,347
- Fair market value of assets
- $2,055,328
- Qualifying distributions
- $166,853
- Net investment income
- $52,176
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EDWARD A HUTTON 2770 OBSERVATORY AVE APT 306, CINCINNATI, OH 452082200 | CO-TRUSTEE | 1 | $0 |
| JENNIFER L BAKER 455 VISTA GLEN DR, CINCINNATI, OH 45246 | CO-TRUSTEE | 1 | $0 |
990-PF for the year ended June 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EDWARD A HUTTON 2770 OBSERVATORY AVE APT 306, CINCINNATI, OH 452082200 | CO-TRUSTEE | 1 | $0 |
| JENNIFER L BAKER 455 VISTA GLEN DR, CINCINNATI, OH 45246 | CO-TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- CO JENNIFER LYNN BAKER, CINCINNATI, OH 45246-0000
- Signed the 990-PF
- EDWARD A HUTTON, CO-TRUSTEE
- Phone
- (513) 348-1356
- Return prepared by
- MELLOTT & MELLOTT PLL
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 86-3410200
- 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
- 2022
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90)
- Assets (IRS master file)
- $1,218,347
- Income (IRS master file)
- $218,713
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $52,176 | $192,767 | $1,218,347 | XML |
| 990-PF | June 2024 | $453,725 | $230,891 | $1,364,955 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | 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 86-3410200).
Questions about THE 513 FUND IMA
- What is the EIN of THE 513 FUND IMA?
- The employer identification number (EIN) of THE 513 FUND IMA is 86-3410200.
- Is THE 513 FUND IMA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to THE 513 FUND IMA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE 513 FUND IMA file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE 513 FUND IMA due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE 513 FUND IMA last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of THE 513 FUND IMA?
- The 990-PF for the year ended June 30, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does THE 513 FUND IMA have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $52,176, expenses of $192,767 and total assets of $1,218,347 at year end.
Other nonprofits in CINCINNATI
- GREATER CINCINNATI FOUNDATION EIN 31-0669700 · last filed 990 for 2024
- UNIVERSITY OF CINCINNATI FOUNDATION EIN 31-0896555 · last filed 990 for 2025
- JOHNSON CHARITABLE GIFT FUND EIN 30-0233491 · last filed 990 for 2025
- MILLSTONE FUND EIN 83-4320073 · last filed 990-PF for 2025
- STRIVETOGETHER INC EIN 81-3380647 · last filed 990 for 2025
- YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER CINCINNATI EIN 31-0537178 · last filed 990 for 2025
- UNITED WAY OF GREATER CINCINNATI EIN 31-0537502 · last filed 990 for 2025
- JEWISH FOUNDATION OF CINCINNATI EIN 31-1451489 · last filed 990-PF for 2025
All nonprofits in CINCINNATI · Ohio · Philanthropy, voluntarism and grantmaking foundations