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Nonprofit · EIN 20-8374445

JOAN C EDWARDS CHARITABLE FOUDATION

Tax-exempt · CLEVELAND, OH 44113

Financials

−$117K$2.3M2023$2.9M$2.7M2024
Revenue Expenses · by fiscal year end
Financials of JOAN C EDWARDS CHARITABLE FOUDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$2,860,722$2,657,496$203,226$29,060,061$0$29,060,061
December 31, 2023990-PF-$116,639$2,331,630-$2,448,269$28,889,992$0$28,889,992
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$79,540
Dividends
$561,329
Net gain from sales of assets
$2,182,440
Other income
$37,413

Expenses

Grants and similar amounts paid
$1,889,553
Compensation of officers, directors and key employees
$212,179
Disbursements for charitable purposes
$2,064,133
Excise tax on investment income
$29,929

Balance sheet and other

Total assets, start of year
$28,889,992
Total assets, end of year
$29,060,061
Total liabilities, end of year
$0
Net assets, end of year
$29,060,061
Fair market value of assets
$48,768,326
Qualifying distributions
$2,064,133
Net investment income
$2,746,518

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, 2024, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
BRIAN MCDONALD
1301 E 9TH STREET STE 3700, CLEVELAND, OH 44114
EXEC DIR / D40$125,000$5,000
STATE BANK TRUST CO
401 CLINTON STREET, DEFIANCE, OH 43512
TRUSTEE10$87,179$0
MARSHALL T REYNOLDS
1130 THIRTEENTH AVE, HUNTINGTON, WV 25701
DISTRIBUTION1$0$0
ELIZABETH HAMMERS
1600 MEDICAL CENTER DR STE 3407, HUNTINGTON, WV 25701
DISTRIBUTION1$0$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensationOther / benefits
BRIAN MCDONALD
1301 E 9TH STREET STE 3700, CLEVELAND, OH 44114
EXECUTIVE DI40$125,000$5,000
STATE BANK TRUST CO
401 CLINTON STREET, DEFIANCE, OH 43512
TRUSTEE10$71,952$0
THOMAS M MCDONALD
59 WEST ST CLAIR AVE, CLEVELAND, OH 44113
DISTRIBUTION1$0$0
MARSHALL T REYNOLDS
1130 THIRTEENTH AVE, HUNTINGTON, WV 25701
DISTRIBUTION1$0$0
DR CHARLES H MCKOWN JR
1600 MEDICAL CENTER DR RM 3048, HUNTINGTON, WV 25701
DISTRIBUTION1$0$0

Address and contacts

Address (IRS master file)
959 W SAINT CLAIR AVE STE 300, CLEVELAND, OH 44113-1298
Signed the 990-PF
STATE BANK TRUST CO, TRUSTEE
Phone
(419) 783-8950
Return prepared by
TRUSTAX LLC

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
20-8374445
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
2007
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$29,060,061
Income (IRS master file)
$18,501,964

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$2,860,722$2,657,496$29,060,061IRS
990-TDecember 2024–––IRS
990-PFDecember 2023-$116,639$2,331,630$28,889,992XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS
990-PFDecember 2019–––IRS
990-PFDecember 2018–––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 20-8374445).

Questions about JOAN C EDWARDS CHARITABLE FOUDATION

What is the EIN of JOAN C EDWARDS CHARITABLE FOUDATION?
The employer identification number (EIN) of JOAN C EDWARDS CHARITABLE FOUDATION is 20-8374445.
Is JOAN C EDWARDS CHARITABLE FOUDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
Are donations to JOAN C EDWARDS CHARITABLE FOUDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JOAN C EDWARDS CHARITABLE FOUDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of JOAN C EDWARDS CHARITABLE FOUDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JOAN C EDWARDS CHARITABLE FOUDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of JOAN C EDWARDS CHARITABLE FOUDATION?
The 990-PF for the year ended December 31, 2024 lists 4 people; 2 received compensation from the organization, the highest $125,000 (BRIAN MCDONALD, EXEC DIR / D).
How much revenue does JOAN C EDWARDS CHARITABLE FOUDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $2,860,722, expenses of $2,657,496 and total assets of $29,060,061 at year end.

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