Nonprofit · EIN 27-4296327
SAMUEL ADDISON MEGEATH JR FOUNDATION
Tax-exempt · CINCINNATI, OH 45263
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $56,118 | $51,723 | $4,395 | $383,796 | $0 | $383,796 |
| December 31, 2024 | 990-PF | $25,961 | $50,494 | -$24,533 | $1,191,454 | $0 | $1,191,454 |
| December 31, 2023 | 990-PF | $26,845 | $47,125 | -$20,280 | $1,028,466 | $0 | $1,028,466 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $37,044
- Interest
- $8
- Net gain from sales of assets
- $19,066
Expenses
- Grants and similar amounts paid
- $51,500
- Disbursements for charitable purposes
- $51,500
- Excise tax on investment income
- $649
Balance sheet and other
- Total assets, start of year
- $381,817
- Total assets, end of year
- $383,796
- Total liabilities, end of year
- $0
- Net assets, end of year
- $383,796
- Fair market value of assets
- $1,156,238
- Qualifying distributions
- $51,500
- Net investment income
- $46,880
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 |
|---|---|---|---|
| FIFTH THIRD BANK N A PO BOX 630858, CINCINNATI, OH 452630858 | AGENT | 0 | $0 |
| RONALD MEGEATH 201 SCOTTS MILL COURT, DANVILLE, CA 94526 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JERRY MOLINARI 1325 AIRMOTIVE WAY SUITE 280, RENO, NV 89502 | TRUSTEE | 1 | $0 |
| RON MEGEATH 201 SCOTTS MILL COURT, DANVILLE, CA 94526 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JERRY MOLINARI 1325 AIRMOTIVE WAY SUITE 280, RENO, NV 89502 | TRUSTEE | 1 | $0 |
| RON MEGEATH 201 SCOTTS MILL COURT, DANVILLE, CA 94526 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 630858, CINCINNATI, OH 45263-0858
- In care of
- % JERRY MOLINARI
- Signed the 990-PF
- RON MEGEATH, TRUSTEE
- Phone
- (214) 890-5334
- Return prepared by
- KPMG 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
- 27-4296327
- 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
- 2011
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $383,796
- Income (IRS master file)
- $58,999
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $56,118 | $51,723 | $383,796 | XML |
| 990-PF | December 2024 | $25,961 | $50,494 | $1,191,454 | IRS |
| 990-PF | December 2023 | $26,845 | $47,125 | $1,028,466 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 27-4296327).
Questions about SAMUEL ADDISON MEGEATH JR FOUNDATION
- What is the EIN of SAMUEL ADDISON MEGEATH JR FOUNDATION?
- The employer identification number (EIN) of SAMUEL ADDISON MEGEATH JR FOUNDATION is 27-4296327.
- Is SAMUEL ADDISON MEGEATH JR FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to SAMUEL ADDISON MEGEATH JR FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SAMUEL ADDISON MEGEATH JR FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SAMUEL ADDISON MEGEATH JR 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 SAMUEL ADDISON MEGEATH JR 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 SAMUEL ADDISON MEGEATH JR FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does SAMUEL ADDISON MEGEATH JR FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $56,118, expenses of $51,723 and total assets of $383,796 at year end.
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