Nonprofit · EIN 04-3555494
LOVELL CHARITABLE FDN RES
Tax-exempt · CINCINNATI, OH 45263
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $214,709 | $222,706 | -$7,997 | $2,169,587 | $0 | $2,169,587 |
| December 31, 2024 | 990-PF | $187,677 | $219,969 | -$32,292 | $2,173,123 | $0 | $2,173,123 |
| December 31, 2023 | 990-PF | $126,073 | $222,793 | -$96,720 | $2,203,353 | $0 | $2,203,353 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $65,579
- Interest
- $925
- Net gain from sales of assets
- $148,197
- Other income
- $8
Expenses
- Grants and similar amounts paid
- $135,922
- Compensation of officers, directors and key employees
- $44,986
- Disbursements for charitable purposes
- $140,493
- Excise tax on investment income
- $1,874
Balance sheet and other
- Total assets, start of year
- $2,173,123
- Total assets, end of year
- $2,169,587
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,169,587
- Fair market value of assets
- $2,766,594
- Qualifying distributions
- $140,493
- Net investment income
- $214,606
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 |
|---|---|---|---|
| BARRIE MURRAY 26 OLD COLONY PLACE, FALMOUTH, MA 02540 | CO TRUSTEE | 1 | $27,837 |
| FIFTH THIRD BANK NA PO BOX 630858, CINCINNATI, OH 452630858 | CO TRUSTEE | 2 | $17,149 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARRIE MURRAY 26 OLD COLONY PLACE, FALMOUTH, MA 02540 | CO TRUSTEE | 1 | $29,001 |
| COMERICA BANK PO BOX 75000, DETROIT, MI 48275 | CO TRUSTEE | 2 | $17,239 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARRIE MURRAY 26 OLD COLONY PLACE, FALMOUTH, MA 02540 | CO TRUSTEE | 1 | $44,266 |
| COMERICA BANK PO BOX 75000, DETROIT, MI 48275 | CO TRUSTEE | 2 | $16,403 |
Address and contacts
- Address (IRS master file)
- PO BOX 630858, CINCINNATI, OH 45263-0858
- In care of
- % COMERICA BANK & TRUST NA TRUSTEE
- Signed the 990-PF
- MATTHEW GRABOWSKI, VICE PRESIDENT
- Phone
- (336) 293-1409
- Return prepared by
- KPMG 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 | 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
- 04-3555494
- 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
- 2002
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $2,169,587
- Income (IRS master file)
- $949,904
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $214,709 | $222,706 | $2,169,587 | IRS |
| 990-PF | December 2024 | $187,677 | $219,969 | $2,173,123 | IRS |
| 990-PF | December 2023 | $126,073 | $222,793 | $2,203,353 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about LOVELL CHARITABLE FDN RES
- What is the EIN of LOVELL CHARITABLE FDN RES?
- The employer identification number (EIN) of LOVELL CHARITABLE FDN RES is 04-3555494.
- Is LOVELL CHARITABLE FDN RES tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to LOVELL CHARITABLE FDN RES tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LOVELL CHARITABLE FDN RES file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LOVELL CHARITABLE FDN RES 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 LOVELL CHARITABLE FDN RES 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 LOVELL CHARITABLE FDN RES?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $27,837 (BARRIE MURRAY, CO TRUSTEE).
- How much revenue does LOVELL CHARITABLE FDN RES have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $214,709, expenses of $222,706 and total assets of $2,169,587 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