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Nonprofit · EIN 20-1232559

GALEN FOUNDATION

Tax-exempt · CLEVELAND, OH 44120

Financials

$55K$41K2023$51K$39K2024
Revenue Expenses · by fiscal year end
Financials of GALEN FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$50,987$39,381$11,606$85,760$1,588$84,172
June 30, 2024990-PF$54,852$41,392$13,460$74,685$2,119$72,566
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$36,203
Dividends
$6,233
Other income
$8,551

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$21,363
Disbursements for charitable purposes
$38,263
Excise tax on investment income
$71

Balance sheet and other

Total assets, start of year
$74,685
Total assets, end of year
$85,760
Total liabilities, end of year
$1,588
Net assets, end of year
$84,172
Fair market value of assets
$85,760
Qualifying distributions
$38,263
Net investment income
$6,233

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.

NameTitleHours / weekCompensation
JESSICA GROGAN BURNETT
114 TRENTON LANE, GREER, SC 29650
TREASURER1$21,363
DAVID EMERSON
13500 SHAKER BLVD APT 702, CLEVELAND, OH 44120
CHAIRMAN5$0
GARY WHITMAN
5414 EVERGREEN ST, HOUSTON, TX 77081
TRUSTEE1$0
BRAD WITHERS
2548 EATON RD, UNIVERSITY HEIGHTS, OH 44118
TRUSTEE1$0
ERIK OVESNY
367 CHERRY HILL LANE, CORTLAND, OH 44410
TRUSTEE1$0
MICHAEL THOMPSON
33255 MILES ROAD, CHAGRIN FALLS, OH 44023
TRUSTEE1$0
990-PF for the year ended June 30, 2024: 7 people
NameTitleHours / weekCompensation
DAVID EMERSON
13500 SHAKER BLVD APT 702, CLEVELAND, OH 44120
EXECUTIVE DIRECTOR5$0
CHARLIE LOUGHEED
2501 CHAGRIN RIVER RD, HUNTING VALLEY, OH 44022
CHAIRMAN1$0
GARY WHITMAN
5414 EVERGREEN ST, HOUSTON, TX 77081
TRUSTEE1$0
BRAD WITHERS
2548 EATON RD, UNIVERSITY HEIGHTS, OH 44118
TRUSTEE1$0
ERIK OVESNY
367 CHERRY HILL LANE, CORTLAND, OH 44410
TRUSTEE1$0
MICHAEL THOMPSON
33255 MILES ROAD, CHAGRIN FALLS, OH 44023
TRUSTEE1$0
JESSICA GROGAN BURNETT
114 TRENTON LANE, GREER, SC 29650
TREASURER1$0

Address and contacts

Address (IRS master file)
13500 SHAKER BLVD APT 702, CLEVELAND, OH 44120-1590
In care of
% KEVIN G ROBERTSON
Signed the 990-PF
DAVID EMERSON, EXECUTIVE DIRECTOR
Phone
(440) 247-3877
Return prepared by
REA & ASSOCIATES INC

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
20-1232559
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private operating foundation
Donations deductible (Pub 78)
Private operating foundation, 50% limit
Exempt since
2004
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$85,760
Income (IRS master file)
$50,987

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025–––IRS
990-PFJune 2024–––IRS
990-PFJune 2023–––IRS
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS
990-PFJune 2019–––IRS
990-PFJune 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 GALEN FOUNDATION

What is the EIN of GALEN FOUNDATION?
The employer identification number (EIN) of GALEN FOUNDATION is 20-1232559.
Is GALEN FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
Are donations to GALEN FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
Which annual return does GALEN FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of GALEN FOUNDATION 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 GALEN FOUNDATION 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 GALEN FOUNDATION?
The 990-PF for the year ended June 30, 2025 lists 6 people; 1 received compensation from the organization, the highest $21,363 (JESSICA GROGAN BURNETT, TREASURER).
How much revenue does GALEN FOUNDATION have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $50,987, expenses of $39,381 and total assets of $85,760 at year end.

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