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Nonprofit · EIN 31-1148328

JAMESTOWN AREA FOUNDATION INC

Tax-exempt · XENIA, OH 45385

Financials

$3.8M$615K2023$625K$712K2024
Revenue Expenses · by fiscal year end
Financials of JAMESTOWN AREA FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$624,909$712,417-$87,508$13,043,225$0$13,043,225
December 31, 2023990-PF$3,812,622$615,417$3,197,205$13,130,733$0$13,130,733
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$30,000
Dividends
$484,210
Interest
$862
Other income
$109,837

Expenses

Grants and similar amounts paid
$348,130
Compensation of officers, directors and key employees
$148,000
Salaries, compensation and benefits (total)
$94,000
Disbursements for charitable purposes
$563,519
Excise tax on investment income
$6,200

Balance sheet and other

Total assets, start of year
$13,130,733
Total assets, end of year
$13,043,225
Total liabilities, end of year
$0
Net assets, end of year
$13,043,225
Fair market value of assets
$13,558,165
Qualifying distributions
$563,519
Net investment income
$594,909

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
DAVID L PENDRY
PO BOX 367, XENIA, OH 45385
CAOTRUSTEE30$67,000
SHEILA R HOAG
PO BOX 367, XENIA, OH 45385
ADMINISTRATOR
Highest-paid employee
40$57,000
PAMELA PENDRY
PO BOX 367, XENIA, OH 45385
TRUSTEE4$28,000
LORI HOWARD
PO BOX 367, XENIA, OH 45385
TRUSTEE4$27,000
ROBERT BRILL
PO BOX 367, XENIA, OH 45385
TRUSTEE4$26,000
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
SHEILA R HOAG
PO BOX 367, XENIA, OH 45385
ADMINISTRATOR
Highest-paid employee
40$52,000
DAVID L PENDRY
PO BOX 367, XENIA, OH 45385
CAOTRUSTEE30$42,000
PAMELA PENDRY
PO BOX 367, XENIA, OH 45385
TRUSTEE4$18,000
LORI HOWARD
PO BOX 367, XENIA, OH 45385
TRUSTEE4$18,000
ROBERT BRILL
PO BOX 367, XENIA, OH 45385
TRUSTEE4$16,000

Address and contacts

Address (IRS master file)
PO BOX 367, XENIA, OH 45385-0367
In care of
% DAVID PENDRY
Signed the 990-PF
DAVID PENDRY, CAO
Phone
(937) 372-4919
Return prepared by
Nicholls Tax & Accounting

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
31-1148328
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
2003
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Education (B820)
Assets (IRS master file)
$13,043,225
Income (IRS master file)
$624,909

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$624,909$712,417$13,043,225IRS
990-PFDecember 2023$3,812,622$615,417$13,130,733XML
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 31-1148328).

Questions about JAMESTOWN AREA FOUNDATION INC

What is the EIN of JAMESTOWN AREA FOUNDATION INC?
The employer identification number (EIN) of JAMESTOWN AREA FOUNDATION INC is 31-1148328.
Is JAMESTOWN AREA FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
Are donations to JAMESTOWN AREA FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
Which annual return does JAMESTOWN AREA FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of JAMESTOWN AREA FOUNDATION INC 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 JAMESTOWN AREA FOUNDATION INC 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 JAMESTOWN AREA FOUNDATION INC?
The 990-PF for the year ended December 31, 2024 lists 5 people; 5 received compensation from the organization, the highest $67,000 (DAVID L PENDRY, CAOTRUSTEE).
How much revenue does JAMESTOWN AREA FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $624,909, expenses of $712,417 and total assets of $13,043,225 at year end.

Other nonprofits in XENIA

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