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Nonprofit · EIN 26-2544860

THE BARRY AND PATRICIA WAKEMAN EDUCATIONAL FOUNDATION INC

Tax-exempt · CINCINNATI, OH 45245

Financials

$26K$27K2023$54K$59K2024$102K$87K2025
Revenue Expenses · by fiscal year end
Financials of THE BARRY AND PATRICIA WAKEMAN EDUCATIONAL FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$101,870$87,253$14,617$24,535$501$24,034
December 31, 2024990-PF$54,000$59,226-$5,226$9,889$472$9,417
December 31, 2023990-PF$26,000$26,635-$635$16,960$2,317$14,643
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$101,870

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$39,772
Disbursements for charitable purposes
$87,253

Balance sheet and other

Total assets, start of year
$9,889
Total assets, end of year
$24,535
Total liabilities, end of year
$501
Net assets, end of year
$24,034
Fair market value of assets
$24,535
Qualifying distributions
$87,253

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.

NameTitleHours / weekCompensation
ZACHARY SHOEMAKER
9 LOCUST HILL ROAD, CINCINNATI, OH 45245
TRUSTEE25$39,772
PATRICIA M WAKEMAN
9 LOCUST HILL ROAD, CINCINNATI, OH 45245
PRESIDENT & TREASURER25$0
SARAH JOHNSON LOTHMANN
9 LOCUST HILL ROAD, CINCINNATI, OH 45245
TRUSTEE0$0
ANN BAUMBACH
9 LOCUST HILL ROAD, CINCINNATI, OH 45245
TRUSTEE0$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
ZACHARY SHOEMAKER
9 LOCUST HILL ROAD, CINCINNATI, OH 45245
TRUSTEE25$29,829
PATRICIA M WAKEMAN
9 LOCUST HILL ROAD, CINCINNATI, OH 45245
PRESIDENT & TREASURER25$0
SARAH JOHNSON LOTHMANN
9 LOCUST HILL ROAD, CINCINNATI, OH 45245
TRUSTEE0$0
ANN BAUMBACH
9 LOCUST HILL ROAD, CINCINNATI, OH 45245
TRUSTEE0$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
PATRICIA M WAKEMAN
9 LOCUST HILL ROAD, CINCINNATI, OH 45245
PRESIDENT & TREASURER25$0
SARAH JOHNSON LOTHMANN
9 LOCUST HILL ROAD, CINCINNATI, OH 45245
TRUSTEE0$0
ANN BAUMBACH
9 LOCUST HILL ROAD, CINCINNATI, OH 45245
TRUSTEE0$0
ZAK SHOEMAKER
9 LOCUST HILL ROAD, CINCINNATI, OH 45245
TRUSTEE0$0

Address and contacts

Address (IRS master file)
9 LOCUST HILL RD, CINCINNATI, OH 45245-3113
In care of
% PATRICIA WAKEMAN
Signed the 990-PF
PATRICIA WAKEMAN, PRESIDENT
Phone
(513) 752-8940
Return prepared by
KSM BUSINESS SERVICES 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 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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
26-2544860
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
2010
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Environment (C60)
Assets (IRS master file)
$24,535
Income (IRS master file)
$101,870

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$101,870$87,253$24,535IRS
990-PFDecember 2024$54,000$59,226$9,889IRS
990-PFDecember 2023$26,000$26,635$16,960XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 26-2544860).

Questions about THE BARRY AND PATRICIA WAKEMAN EDUCATIONAL FOUNDATION INC

What is the EIN of THE BARRY AND PATRICIA WAKEMAN EDUCATIONAL FOUNDATION INC?
The employer identification number (EIN) of THE BARRY AND PATRICIA WAKEMAN EDUCATIONAL FOUNDATION INC is 26-2544860.
Is THE BARRY AND PATRICIA WAKEMAN EDUCATIONAL FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
Are donations to THE BARRY AND PATRICIA WAKEMAN EDUCATIONAL FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
Which annual return does THE BARRY AND PATRICIA WAKEMAN EDUCATIONAL FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of THE BARRY AND PATRICIA WAKEMAN EDUCATIONAL 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 THE BARRY AND PATRICIA WAKEMAN EDUCATIONAL 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 THE BARRY AND PATRICIA WAKEMAN EDUCATIONAL FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 4 people; 1 received compensation from the organization, the highest $39,772 (ZACHARY SHOEMAKER, TRUSTEE).
How much revenue does THE BARRY AND PATRICIA WAKEMAN EDUCATIONAL FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $101,870, expenses of $87,253 and total assets of $24,535 at year end.

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