Nonprofit · EIN 04-6013418
ALICE H PLIMPTON UW EDUCATIONAL FUND
Tax-exempt · CLEVELAND, OH 44115
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $86,880 | $114,101 | -$27,221 | $326,735 | $0 | $326,735 |
| September 30, 2024 | 990-PF | $39,813 | $106,627 | -$66,814 | $351,957 | $0 | $351,957 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $34,655
- Net gain from sales of assets
- $51,931
- Other income
- $294
Expenses
- Grants and similar amounts paid
- $78,880
- Disbursements for charitable purposes
- $83,102
- Excise tax on investment income
- $773
Balance sheet and other
- Total assets, start of year
- $351,957
- Total assets, end of year
- $326,735
- Total liabilities, end of year
- $0
- Net assets, end of year
- $326,735
- Fair market value of assets
- $1,699,104
- Qualifying distributions
- $83,102
- Net investment income
- $86,586
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT A DEMPSEY 1422 EUCLID AVE, CLEVELAND, OH 44115 | TRUSTEE | 2 | $0 |
| CAROL THORNTON 1422 EUCLID AVE, CLEVELAND, OH 44115 | TRUSTEE | 2 | $0 |
| JAMES SWEENEY 1422 EUCLID AVE, CLEVELAND, OH 44115 | TRUSTEE | 2 | $0 |
990-PF for the year ended September 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT A DEMPSEY 1422 EUCLID AVE, CLEVELAND, OH 44115 | TRUSTEE | 2 | $0 |
| CAROL THORNTON 1422 EUCLID AVE, CLEVELAND, OH 44115 | TRUSTEE | 2 | $0 |
| JAMES SWEENEY 1422 EUCLID AVE, CLEVELAND, OH 44115 | TRUSTEE | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 1422 EUCLID AVE STE 1130, CLEVELAND, OH 44115-2065
- In care of
- % PRIVATE TRUST CO NA
- Signed the 990-PF
- ROBERT DEMPSEY, TRUSTEE
- Phone
- (216) 771-6960
- Return prepared by
- ERNST & YOUNG US 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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990-PF on file |
IRS record
- EIN
- 04-6013418
- 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
- 1963
- Accounting year ends
- September
- Files
- Form 990-PF
- Assets (IRS master file)
- $326,735
- Income (IRS master file)
- $106,693
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $86,880 | $114,101 | $326,735 | XML |
| 990-PF | September 2024 | $39,813 | $106,627 | $351,957 | XML |
| 990-PF | September 2023 | – | – | – | IRS |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 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 04-6013418).
Questions about ALICE H PLIMPTON UW EDUCATIONAL FUND
- What is the EIN of ALICE H PLIMPTON UW EDUCATIONAL FUND?
- The employer identification number (EIN) of ALICE H PLIMPTON UW EDUCATIONAL FUND is 04-6013418.
- Is ALICE H PLIMPTON UW EDUCATIONAL FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1963.
- Are donations to ALICE H PLIMPTON UW EDUCATIONAL FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ALICE H PLIMPTON UW EDUCATIONAL FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ALICE H PLIMPTON UW EDUCATIONAL FUND due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ALICE H PLIMPTON UW EDUCATIONAL FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of ALICE H PLIMPTON UW EDUCATIONAL FUND?
- The 990-PF for the year ended September 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does ALICE H PLIMPTON UW EDUCATIONAL FUND have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $86,880, expenses of $114,101 and total assets of $326,735 at year end.
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