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Nonprofit · EIN 26-1428733

THE COVIA FOUNDATION

Tax-exempt · INDEPENDENCE, OH 44131

Financials

$1.1M$1M2023$1.1M$1M2024
Revenue Expenses · by fiscal year end
Financials of THE COVIA FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$1,085,960$1,047,924$38,036$10,778,742$0$10,778,742
December 31, 2023990-PF$1,069,453$1,015,963$53,490$9,964,889$0$9,964,889
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$747,500
Dividends
$266,939
Net gain from sales of assets
$70,021
Other income
$1,500

Expenses

Grants and similar amounts paid
$974,231
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$983,146
Excise tax on investment income
$3,783

Balance sheet and other

Total assets, start of year
$9,964,889
Total assets, end of year
$10,778,742
Total liabilities, end of year
$0
Net assets, end of year
$10,778,742
Fair market value of assets
$10,778,742
Qualifying distributions
$983,146
Net investment income
$336,960

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 / weekCompensation
DUNCAN STUART
3 SUMMIT PARK DRIVE SUITE 700, INDEPENDENCE, OH 44131
PRESIDENT1$0
BRIAN RICHARDSON
3 SUMMIT PARK DRIVE SUITE 700, INDEPENDENCE, OH 44131
PRESIDENT (UNTIL 08/01/24)1$0
SCOTT TINCHER
3 SUMMIT PARK DRIVE SUITE 700, INDEPENDENCE, OH 44131
TREASURER1$0
ANDREW EICH
3 SUMMIT PARK DRIVE SUITE 700, INDEPENDENCE, OH 44131
TREASURER (UNTIL 03/08/24)1$0
KRISTIN LEWIS
3 SUMMIT PARK DRIVE SUITE 700, INDEPENDENCE, OH 44131
SECRETARY1$0
WILLIAM E CONWAY
3 SUMMIT PARK DRIVE SUITE 700, INDEPENDENCE, OH 44131
DIRECTOR1$0
HOLLY MARTENS
3 SUMMIT PARK DRIVE SUITE 700, INDEPENDENCE, OH 44131
DIRECTOR (UNTIL 03/22/24)1$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
BRIAN RICHARDSON
3 SUMMIT PARK DRIVE SUITE 700, INDEPENDENCE, OH 44131
PRESIDENT1$0
ANDREW EICH
3 SUMMIT PARK DRIVE SUITE 700, INDEPENDENCE, OH 44131
TREASURER1$0
KRISTIN LEWIS
3 SUMMIT PARK DRIVE SUITE 700, INDEPENDENCE, OH 44131
SECRETARY1$0
WILLIAM E CONWAY
3 SUMMIT PARK DRIVE SUITE 700, INDEPENDENCE, OH 44131
DIRECTOR1$0
HOLLY MARTENS
3 SUMMIT PARK DRIVE SUITE 700, INDEPENDENCE, OH 44131
DIRECTOR1$0

Address and contacts

Address (IRS master file)
3 SUMMIT PARK DR STE 700, INDEPENDENCE, OH 44131-6901
In care of
% KRISTIN L LEWIS
Signed the 990-PF
KRISTIN L LEWIS, SECRETARY
Phone
(440) 279-0262
Return prepared by
RSM 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 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
26-1428733
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
2008
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$10,778,742
Income (IRS master file)
$2,756,740

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$1,085,960$1,047,924$10,778,742XML
990-PFDecember 2023$1,069,453$1,015,963$9,964,889XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 26-1428733).

Questions about THE COVIA FOUNDATION

What is the EIN of THE COVIA FOUNDATION?
The employer identification number (EIN) of THE COVIA FOUNDATION is 26-1428733.
Is THE COVIA FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
Are donations to THE COVIA FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE COVIA FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of THE COVIA FOUNDATION 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 THE COVIA FOUNDATION 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 THE COVIA FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
How much revenue does THE COVIA FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,085,960, expenses of $1,047,924 and total assets of $10,778,742 at year end.

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