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Nonprofit · EIN 31-0536711

THOMAS J EMERY MEMORIAL

Tax-exempt · CINCINNATI, OH 45202

Financials

$1.1M$1.8M2023$2.4M$2M2024
Revenue Expenses · by fiscal year end
Financials of THOMAS J EMERY MEMORIAL by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$2,413,450$1,981,004$432,446$33,897,481$310,364$33,587,117
December 31, 2023990-PF$1,058,447$1,808,712-$750,265$31,436,456$449,505$30,986,951
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$515,226
Net gain from sales of assets
$1,898,224

Expenses

Grants and similar amounts paid
$1,435,000
Compensation of officers, directors and key employees
$15,000
Disbursements for charitable purposes
$1,908,402
Excise tax on investment income
$31,210

Balance sheet and other

Total assets, start of year
$31,436,456
Total assets, end of year
$33,897,481
Total liabilities, end of year
$310,364
Net assets, end of year
$33,587,117
Fair market value of assets
$33,897,481
Qualifying distributions
$1,908,402
Net investment income
$2,413,450

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
LEE A CARTER
720 E PETE ROSE WAY, CINCINNATI, OH 45202
PRESIDENT5$15,000
JOHN F BARRETT
720 E PETE ROSE WAY, CINCINNATI, OH 45202
VICE PRESIDENT1$0
MICHAEL A HIRSCHFELD
720 E PETE ROSE WAY, CINCINNATI, OH 45202
SECRETARY1$0
THOMAS L WILLIAMS
720 E PETE ROSE WAY, CINCINNATI, OH 45202
TREASURER1$0
JEFFREY P MARCH
720 E PETE ROSE WAY, CINCINNATI, OH 45202
TRUSTEE1$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
LEE A CARTER
720 E PETE ROSE WAY, CINCINNATI, OH 45202
PRESIDENT5$15,000
JOHN F BARRETT
720 E PETE ROSE WAY, CINCINNATI, OH 45202
VICE PRESIDENT1$0
MICHAEL A HIRSCHFELD
720 E PETE ROSE WAY, CINCINNATI, OH 45202
SECRETARY1$0
THOMAS L WILLIAMS
720 E PETE ROSE WAY, CINCINNATI, OH 45202
TREASURER1$0
JEFFREY P MARCH
720 E PETE ROSE WAY, CINCINNATI, OH 45202
TRUSTEE1$0

Address and contacts

Address (IRS master file)
720 E PETE ROSE WAY STE 120, CINCINNATI, OH 45202-3576
In care of
% GREATER CINCINNATI FOUNDATION
Signed the 990-PF
LEE CARTER, PRESIDENT
Phone
(513) 241-2880
Return prepared by
BARNES DENNIG & CO LTD

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
31-0536711
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
1933
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$33,897,481
Income (IRS master file)
$11,599,293

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$2,413,450$1,981,004$33,897,481XML
990-PFDecember 2023$1,058,447$1,808,712$31,436,456XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about THOMAS J EMERY MEMORIAL

What is the EIN of THOMAS J EMERY MEMORIAL?
The employer identification number (EIN) of THOMAS J EMERY MEMORIAL is 31-0536711.
Is THOMAS J EMERY MEMORIAL tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1933.
Are donations to THOMAS J EMERY MEMORIAL tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THOMAS J EMERY MEMORIAL file?
Form 990-PF. Private foundations file every year.
When is the next return of THOMAS J EMERY MEMORIAL 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 THOMAS J EMERY MEMORIAL 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 THOMAS J EMERY MEMORIAL?
The 990-PF for the year ended December 31, 2024 lists 5 people; 1 received compensation from the organization, the highest $15,000 (LEE A CARTER, PRESIDENT).
How much revenue does THOMAS J EMERY MEMORIAL have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $2,413,450, expenses of $1,981,004 and total assets of $33,897,481 at year end.

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