1. Directory
  2. Ohio
  3. Cincinnati
  4. TR the James Foundation Fifth Third Bank
EIN 34-6969288

TR the James Foundation Fifth Third Bank

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Cincinnati
State
Ohio
Year formed
1993
Most recent tax filings
2023-12-01
NTEE code, primary
T20: Private Foundations
Description
TR the James Foundation Fifth Third Bank is a private foundation located in Cincinnati, OH. Its purpose is to primarily fund annual grants and program support using investment income earned by the trust. The foundation made nine grants last year, with grantees including Society Of St Vincent De Paul St and others as specified in the governing agreement.
Also known as...
TR James Foundation
Total revenues
$10,304
2023
Total expenses
$23,636
2023
Total assets
$296,551
2023
Num. employees
0
2023

Program areas at TR the James Foundation Fifth Third Bank

Investment income earned by this trust is used to make
Charitable contributions to organizations as specified in
the governing agreement.
Investment income earned by this trust is used to make
Charitable contributions to organizations as specified in
the governing agreement.
Investment income earned by this trust is used to make
Charitable contributions to organizations as specified in
the governing agreement.

Grants made by TR the James Foundation Fifth Third Bank

GranteeGrant descriptionAmount
Catholic Charities Diocese of ToledoProgram Support$2,000
Diocesan Council of Toledo Society of St Vincent de Paul / St Patricks of HeatherdownsAnnual Grant$2,000
Historic South InitiativeAnnual Grant$2,000
...and 2 more grants made

Personnel at TR the James Foundation Fifth Third Bank

NameTitle
Matthew CarothersUstee

Financials for TR the James Foundation Fifth Third Bank

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$9,682
Net rental income$0
Net gain from sale of non-inventory assets$477
Gross sales of inventory$0
Miscellaneous revenues$145
Total revenues$10,304

Form 990s for TR the James Foundation Fifth Third Bank

Fiscal year endingDate received by IRSFormPDF link
2023-122024-04-23990PFView PDF
2022-122023-04-28990PFView PDF
2021-122022-05-02990PFView PDF
2020-122021-05-03990PFView PDF
2019-122021-06-09990PFView PDF
...and 8 more Form 990s
Data update history
November 25, 2023
Posted financials
Added Form 990PF for fiscal year 2021
July 20, 2023
Posted financials
Added Form 990PF for fiscal year 2022
April 13, 2022
Updated personnel
Identified 1 new personnel
April 12, 2022
Used new vendors
Identified 1 new vendor, including
April 9, 2022
Posted financials
Added Form 990PF for fiscal year 2020
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsState / local levelTax deductible donationsNo full-time employees
General information
Address
PO Box 630858
Cincinnati, OH 45263
Metro area
Cincinnati, OH-KY-IN
County
Hamilton County, OH
Phone
(513) 534-5310
IRS details
EIN
34-6969288
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
1993
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
Free account sign-up

Want updates when TR the James Foundation Fifth Third Bank has new information, or want to find more organizations like TR the James Foundation Fifth Third Bank?

Create free Cause IQ account
Cause IQ is a website that helps companies grow, maintain, and serve their nonprofit clients, and helps nonprofits find additional foundation funding. Our data and tools help professionals prospect for nonprofits, research opportunities, benchmark their clients, and enrich existing information.
Nonprofits
Product
Customers
About

© 2025 Nonprofit Metrics LLC
Terms of Service and Privacy Policy