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Nonprofit · EIN 31-1194069

JANE AND JON OUTCALT FOUNDATION

Tax-exempt · NOVELTY, OH 44072

Financials

$4.8M$2.1M2023$6.1M$2.2M2024$4.4M$3.1M2025
Revenue Expenses · by fiscal year end
Financials of JANE AND JON OUTCALT FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$4,354,172$3,092,443$1,261,729$74,901,784$0$74,901,784
December 31, 2024990-PF$6,134,871$2,190,849$3,944,022$68,035,318$0$68,035,318
December 31, 2023990-PF$4,820,940$2,061,959$2,758,981$48,959,117$0$48,959,117
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$2,474,510
Dividends
$1,600,145
Net gain from sales of assets
$11,298
Other income
$268,219

Expenses

Grants and similar amounts paid
$2,916,500
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$2,916,700
Excise tax on investment income
$20,450

Balance sheet and other

Total assets, start of year
$68,035,318
Total assets, end of year
$74,901,784
Total liabilities, end of year
$0
Net assets, end of year
$74,901,784
Fair market value of assets
$74,901,784
Qualifying distributions
$2,916,700
Net investment income
$1,489,014

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
JANE Q OUTCALT
14505 HARTWELL TRAIL, NOVELTY, OH 44072
TREASURER0.5$0
JON H OUTCALT
14505 HARTWELL TRAIL, NOVELTY, OH 44072
ASST TREASURER0.5$0
JON H OUTCALT JR
14505 HARTWELL TRAIL, NOVELTY, OH 44072
SECRETARY0.5$0
DAVID B OUTCALT
14505 HARTWELL TRAIL, NOVELTY, OH 44072
VICE PRESIDENT0.5$0
KENNETH W OUTCALT
14505 HARTWELL TRAIL, NOVELTY, OH 44072
PRESIDENT0.5$0
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
JANE Q OUTCALT
14505 HARTWELL TRAIL, NOVELTY, OH 44072
SECRETARY1$0
JON H OUTCALT
14505 HARTWELL TRAIL, NOVELTY, OH 44072
PRESIDENT1$0
JON H OUTCALT JR
14505 HARTWELL TRAIL, NOVELTY, OH 44072
VICE PRESIDENT0.5$0
DAVID B OUTCALT
14505 HARTWELL TRAIL, NOVELTY, OH 44072
ASST TREASURER0.5$0
KENNETH W OUTCALT
14505 HARTWELL TRAIL, NOVELTY, OH 44072
TREASURER0.5$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
JANE Q OUTCALT
14505 HARTWELL TRAIL, NOVELTY, OH 44072
SECRETARY0.25$0
JON H OUTCALT
14505 HARTWELL TRAIL, NOVELTY, OH 44072
PRESIDENT0.25$0
JON H OUTCALT JR
14505 HARTWELL TRAIL, NOVELTY, OH 44072
VICE PRESIDENT0.25$0
DAVID B OUTCALT
14505 HARTWELL TRAIL, NOVELTY, OH 44072
ASST TREASURER0.25$0
KENNETH W OUTCALT
14505 HARTWELL TRAIL, NOVELTY, OH 44072
TREASURER0.25$0

Address and contacts

Address (IRS master file)
14505 HARTWELL TRL, NOVELTY, OH 44072-9775
In care of
% JON H OUTCALT
Signed the 990-PF
JON OUTCALT, PRESIDENT
Phone
(216) 513-9365
Return prepared by
SIMMERLYS TAX LLC

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
31-1194069
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
1987
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$74,901,784
Income (IRS master file)
$4,354,172

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$4,354,172$3,092,443$74,901,784IRS
990-TDecember 2025–––IRS
990-PFDecember 2024$6,134,871$2,190,849$68,035,318IRS
990-TDecember 2024–––IRS
990-PFDecember 2023$4,820,940$2,061,959$48,959,117XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 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 31-1194069).

Questions about JANE AND JON OUTCALT FOUNDATION

What is the EIN of JANE AND JON OUTCALT FOUNDATION?
The employer identification number (EIN) of JANE AND JON OUTCALT FOUNDATION is 31-1194069.
Is JANE AND JON OUTCALT FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
Are donations to JANE AND JON OUTCALT FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JANE AND JON OUTCALT FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of JANE AND JON OUTCALT 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 JANE AND JON OUTCALT 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 JANE AND JON OUTCALT FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does JANE AND JON OUTCALT FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $4,354,172, expenses of $3,092,443 and total assets of $74,901,784 at year end.

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