Nonprofit · EIN 26-1087306
CHARLES HOWELL III FAMILY FOUNDATION
Tax-exempt · CLEVELAND, OH 44122
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $143,166 | $29,859 | $113,307 | $309,034 | $0 | $309,034 |
| December 31, 2024 | 990-PF | $29,348 | $17,541 | $11,807 | $300,441 | $0 | $300,441 |
| December 31, 2023 | 990-PF | $10,719 | $12,220 | -$1,501 | $264,252 | $0 | $264,252 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $1,452
- Net gain from sales of assets
- $141,714
Expenses
- Grants and similar amounts paid
- $27,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $27,000
- Excise tax on investment income
- $1,970
Balance sheet and other
- Total assets, start of year
- $300,441
- Total assets, end of year
- $309,034
- Total liabilities, end of year
- $0
- Net assets, end of year
- $309,034
- Fair market value of assets
- $309,034
- Qualifying distributions
- $27,000
- Net investment income
- $143,166
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 |
|---|---|---|---|
| CHARLES HOWELL III 22901 MILLCREEK BLVD SUITE 225, CLEVELAND, OH 44122 | TRUSTEE | 0 | $0 |
| HEATHER HOWELL 22901 MILLCREEK BLVD SUITE 225, CLEVELAND, OH 44122 | TRUSTEE | 0 | $0 |
| DAVID A LIGHTNER 22901 MILLCREEK BLVD SUITE 225, CLEVELAND, OH 44122 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHARLES HOWELL III 22901 MILLCREEK BLVD SUITE 225, CLEVELAND, OH 44122 | TRUSTEE | 0 | $0 |
| HEATHER HOWELL 22901 MILLCREEK BLVD SUITE 225, CLEVELAND, OH 44122 | TRUSTEE | 0 | $0 |
| DAVID A LIGHTNER 22901 MILLCREEK BLVD SUITE 225, CLEVELAND, OH 44122 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHARLES HOWELL III 22901 MILLCREEK BLVD SUITE 225, CLEVELAND, OH 44122 | TRUSTEE | 0 | $0 |
| HEATHER HOWELL 22901 MILLCREEK BLVD SUITE 225, CLEVELAND, OH 44122 | TRUSTEE | 0 | $0 |
| DAVID A LIGHTNER 22901 MILLCREEK BLVD SUITE 225, CLEVELAND, OH 44122 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 22901 MILLCREEK BLVD STE 225, CLEVELAND, OH 44122-5701
- In care of
- % FSM CAPITAL MANAGEMENT LLC
- Signed the 990-PF
- CHARLES HOWELL III, PRESIDENT
- Phone
- (216) 916-8450
- Return prepared by
- FSM WEALTH ADVISORS
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
- 26-1087306
- 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
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $309,034
- Income (IRS master file)
- $292,295
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $143,166 | $29,859 | $309,034 | IRS |
| 990-PF | December 2024 | $29,348 | $17,541 | $300,441 | IRS |
| 990-PF | December 2023 | $10,719 | $12,220 | $264,252 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 26-1087306).
Questions about CHARLES HOWELL III FAMILY FOUNDATION
- What is the EIN of CHARLES HOWELL III FAMILY FOUNDATION?
- The employer identification number (EIN) of CHARLES HOWELL III FAMILY FOUNDATION is 26-1087306.
- Is CHARLES HOWELL III FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to CHARLES HOWELL III FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CHARLES HOWELL III FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CHARLES HOWELL III FAMILY FOUNDATION 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 CHARLES HOWELL III FAMILY FOUNDATION 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 CHARLES HOWELL III FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does CHARLES HOWELL III FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $143,166, expenses of $29,859 and total assets of $309,034 at year end.
Other nonprofits in CLEVELAND
- JACK JOSEPH AND MORTON MANDEL FOUNDATION EIN 34-6546418 · last filed 990-PF for 2024
- THE CLEVELAND FOUNDATION EIN 34-0714588 · last filed 990 for 2024
- JACK JOSEPH AND MORTON MANDEL SUPPORTING FOUNDATION EIN 34-1350566 · last filed 990 for 2025
- JEWISH FEDERATION OF CLEVELAND EIN 34-0714445 · last filed 990 for 2025
- HOWLEY FOUNDATION UA 05192016 EIN 61-6565954 · last filed 990-PF for 2024
- PROGRESSIVE INSURANCE FOUNDATION EIN 30-0013138 · last filed 990-PF for 2024
- THE@JOSEPH AND FLORENCE MANDEL FAMILY FOUNDATION-MICHELE M AND EIN 32-0570943 · last filed 990-PF for 2024
- JOSEPH & FLORENCE MANDEL FAMILY FOUNDATION - WEINBERG FAMILY FUND EIN 83-0987549 · last filed 990-PF for 2024
All nonprofits in CLEVELAND · Ohio · Philanthropy, voluntarism and grantmaking foundations