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Nonprofit · EIN 31-1260542

SIEMER FOUNDATION

Tax-exempt · NEW ALBANY, OH 43054

Financials

$0$4552023$1M$145K2024$3.5M$424K2025
Revenue Expenses · by fiscal year end
Financials of SIEMER FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
November 30, 2025990-PF$3,523,038$423,613$3,099,425$4,498,213$0$4,498,213
November 30, 2024990-PF$1,041,321$145,000$896,321$1,254,544$0$1,254,544
November 30, 2023990-PF$0$455-$455$268,763$0$268,763
Financial details: 990-PF for the year ended November 30, 2025

Revenue

Contributions, gifts and grants
$3,523,038

Expenses

Grants and similar amounts paid
$416,600
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0

Balance sheet and other

Total assets, start of year
$1,254,544
Total assets, end of year
$4,498,213
Total liabilities, end of year
$0
Net assets, end of year
$4,498,213
Fair market value of assets
$4,498,213

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 November 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
AB SIEMER
7795 WALTON PARKWAY, SUITE 175, NEW ALBANY, OH 43054
TRUSTEE2$0
BJ SIEMER
7795 WALTON PARKWAY, SUITE 175, NEW ALBANY, OH 43054
TRUSTEE2$0
990-PF for the year ended November 30, 2024: 2 people
NameTitleHours / weekCompensation
AB SIEMER
7795 WALTON PARKWAY, SUITE 175, NEW ALBANY, OH 43054
TRUSTEE2$0
BJ SIEMER
7795 WALTON PARKWAY, SUITE 175, NEW ALBANY, OH 43054
TRUSTEE2$0
990-PF for the year ended November 30, 2023: 2 people
NameTitleHours / weekCompensation
AB SIEMER
7795 WALTON PARKWAY, SUITE 175, NEW ALBANY, OH 43054
TRUSTEE5$0
BJ SIEMER
7795 WALTON PARKWAY, SUITE 175, NEW ALBANY, OH 43054
TRUSTEE5$0

Address and contacts

Address (IRS master file)
7795 WALTON PKWY STE 175, NEW ALBANY, OH 43054-0002
In care of
% BJ SIEMER
Signed the 990-PF
JEFFREY J FOLEY, TAX DIRECTOR
Phone
(724) 355-9043

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2024November 30, 2025April 15, 2026990-PF on file
2023November 30, 2024April 15, 2025990-PF on file
2022November 30, 2023April 15, 2024990-PF on file

IRS record

EIN
31-1260542
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
1989
Accounting year ends
November
Files
Form 990-PF
Assets (IRS master file)
$4,498,213
Income (IRS master file)
$3,523,038

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFNovember 2025$3,523,038$423,613$4,498,213XML
990-PFNovember 2024$1,041,321$145,000$1,254,544XML
990-PFNovember 2023$0$455$268,763XML
990-PFNovember 2022–––IRS
990-PFNovember 2021–––IRS
990-PFNovember 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 31-1260542).

Questions about SIEMER FOUNDATION

What is the EIN of SIEMER FOUNDATION?
The employer identification number (EIN) of SIEMER FOUNDATION is 31-1260542.
Is SIEMER FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
Are donations to SIEMER FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SIEMER FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of SIEMER FOUNDATION due?
The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SIEMER FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended November 2025.
Who are the officers and directors of SIEMER FOUNDATION?
The 990-PF for the year ended November 30, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does SIEMER FOUNDATION have?
On its 990-PF for the year ended November 30, 2025 it reported revenue of $3,523,038, expenses of $423,613 and total assets of $4,498,213 at year end.

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