Nonprofit · EIN 22-2921430
JULIA O WELLS MEMORIAL EDUCATION FOUNDATION INC
Tax-exempt · LATHAM, NY 12110
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $117,991 | $196,326 | -$78,335 | $2,805,395 | $842 | $2,804,553 |
| December 31, 2024 | 990-PF | $191,931 | $198,722 | -$6,791 | $2,674,338 | $711 | $2,673,627 |
| December 31, 2023 | 990-PF | $121,281 | $182,713 | -$61,432 | $2,617,298 | $711 | $2,616,587 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $250
- Dividends
- $119,629
- Net gain from sales of assets
- -$1,888
Expenses
- Grants and similar amounts paid
- $133,000
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $13,150
- Disbursements for charitable purposes
- $168,549
- Excise tax on investment income
- $1,277
Balance sheet and other
- Total assets, start of year
- $2,674,338
- Total assets, end of year
- $2,805,395
- Total liabilities, end of year
- $842
- Net assets, end of year
- $2,804,553
- Fair market value of assets
- $2,805,395
- Qualifying distributions
- $168,549
- Net investment income
- $119,629
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 |
|---|---|---|---|
| KATHLEEN BAGLEY SANTARCANGELO 28 MARCONI DR, LATHAM, NY 12110 | PRESIDENT | 1 | $0 |
| CHRISTINE M BALL 22 MOUNTAINVIEW DR, WATERFORD, NY 12188 | VICE PRESIDENT | 1 | $0 |
| BONITA BAZYK 147 HIDLEY RD, WYNANTSKILL, NY 12198 | BOARD MEMBER | 1 | $0 |
| SHANNON MILLS 15A SUMMERWIND LANE, BALLSTON LAKE, NY 12019 | BOARD MEMBER | 1 | $0 |
| CHERYL B FITZPATRICK 345 NEW SCOTLAND AVE, ALBANY, NY 12208 | TREASURER | 1 | $0 |
| RONALD VERO 73 CRESCENT DR, ALBANY, NY 12208 | BOARD MEMBER | 1 | $0 |
| CAROL ROSNEY 5894 SW 93RD CIR, OCALA, FL 34481 | BOARD MEMBER | 1 | $0 |
| AMY SHAVER 34 W SAND LAKE RD, WYNANTSKILL, NY 12198 | SECRETARY | 1 | $0 |
| HEIDI NEIL 6 VICTORY DR, ALBANY, NY 12205 | BOARD MEMBER | 1 | $0 |
| DEBI CONDON 26 COMMONS BLVD, CLIFTON PARK, NY 12065 | EXECUTIVE SECRETARY | 1 | $0 |
990-PF for the year ended December 31, 2024: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHLEEN BAGLEY SANTARCANGELO 28 MARCONI DR, LATHAM, NY 12110 | PRESIDENT | 1 | $0 |
| ARTHUR F YOUNG JR 54 DEVON RD, DELMAR, NY 12054 | INVESTMENT OFFICER | 1 | $0 |
| CHRISTINE M BALL 22 MOUNTAINVIEW DR, WATERFORD, NY 12188 | VICE PRESIDENT | 1 | $0 |
| BONITA BAZYK 147 HIDLEY RD, WYNANTSKILL, NY 12198 | BOARD MEMBER | 1 | $0 |
| SHANNON MILLS 15A SUMMERWIND LANE, BALLSTON LAKE, NY 12019 | BOARD MEMBER | 1 | $0 |
| CHERYL B FITZPATRICK 345 NEW SCOTLAND AVE, ALBANY, NY 12208 | TREASURER | 1 | $0 |
| RONALD VERO 73 CRESCENT DR, ALBANY, NY 12208 | BOARD MEMBER | 1 | $0 |
| CAROL ROSNEY 5894 SW 93RD CIR, OCALA, FL 34481 | BOARD MEMBER | 1 | $0 |
| AMY SHAVER 34 W SAND LAKE RD, WYNANTSKILL, NY 12198 | SECRETARY | 1 | $0 |
| HEIDI NEIL 6 VICTORY DR, ALBANY, NY 12205 | BOARD MEMBER | 1 | $0 |
| DEBI CONDON 26 COMMONS BLVD, CLIFTON PARK, NY 12065 | EXECUTIVE SECRETARY | 1 | $0 |
990-PF for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHLEEN BAGLEY SANTARCANGELO PO BOX 921, LATHAM, NY 12110 | PRESIDENT | 1 | $0 |
| ARTHUR F YOUNG JR PO BOX 921, LATHAM, NY 12110 | BOARD MEMBER | 1 | $0 |
| CHRISTINE M BALL PO BOX 921, LATHAM, NY 12110 | VICE PRESIDENT | 1 | $0 |
| BONITA BAZYK PO BOX 921, LATHAM, NY 12110 | BOARD MEMBER | 1 | $0 |
| SHANNON MILLS PO BOX 921, LATHAM, NY 12110 | BOARD MEMBER | 1 | $0 |
| CHERYL B FITZPATRICK PO BOX 921, LATHAM, NY 12110 | TREASURER | 1 | $0 |
| RONALD VERO PO BOX 921, LATHAM, NY 12110 | BOARD MEMBER | 1 | $0 |
| CAROL ROSNEY PO BOX 921, LATHAM, NY 12110 | BOARD MEMBER | 1 | $0 |
| AMY SHAVER PO BOX 921, LATHAM, NY 12110 | SECRETARY | 1 | $0 |
| HEIDI NEIL PO BOX 921, LATHAM, NY 12110 | BOARD MEMBER | 1 | $0 |
| DEBI CONDON PO BOX 922, LATHAM, NY 12111 | EXECUTIVE SECRETARY | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 921, LATHAM, NY 12110-0921
- In care of
- % JULI
- Signed the 990-PF
- K B SANTARCANGELO, PRESIDENT
- Phone
- (518) 482-9292
- Return prepared by
- MENGEL METZGER BARR & CO 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
- 22-2921430
- 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
- 1989
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82Z)
- Assets (IRS master file)
- $2,805,395
- Income (IRS master file)
- $361,755
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $117,991 | $196,326 | $2,805,395 | IRS |
| 990-PF | December 2024 | $191,931 | $198,722 | $2,674,338 | XML |
| 990-PF | December 2023 | $121,281 | $182,713 | $2,617,298 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | IRS |
| 990-PF | December 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 22-2921430).
Questions about JULIA O WELLS MEMORIAL EDUCATION FOUNDATION INC
- What is the EIN of JULIA O WELLS MEMORIAL EDUCATION FOUNDATION INC?
- The employer identification number (EIN) of JULIA O WELLS MEMORIAL EDUCATION FOUNDATION INC is 22-2921430.
- Is JULIA O WELLS MEMORIAL EDUCATION FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
- Are donations to JULIA O WELLS MEMORIAL EDUCATION FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JULIA O WELLS MEMORIAL EDUCATION FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JULIA O WELLS MEMORIAL EDUCATION FOUNDATION INC 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 JULIA O WELLS MEMORIAL EDUCATION FOUNDATION INC 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 JULIA O WELLS MEMORIAL EDUCATION FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does JULIA O WELLS MEMORIAL EDUCATION FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $117,991, expenses of $196,326 and total assets of $2,805,395 at year end.
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