Nonprofit · EIN 31-1397164
JAMES J AND JOAN A GARDNER FAMILY FOUNDATION
Tax-exempt · CINCINNATI, OH 45236
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $20,005,045 | $9,818,305 | $10,186,740 | $84,194,618 | $43,494 | $84,151,124 |
| December 31, 2023 | 990-PF | $15,291,576 | $8,259,617 | $7,031,959 | $73,947,037 | $0 | $73,947,037 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $372,647
- Dividends
- $1,139,206
- Interest
- $48,338
- Net gain from sales of assets
- $15,680,976
- Other income
- $2,763,878
Expenses
- Grants and similar amounts paid
- $8,700,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $9,161,427
- Excise tax on investment income
- $265,758
Balance sheet and other
- Total assets, start of year
- $73,947,037
- Total assets, end of year
- $84,194,618
- Total liabilities, end of year
- $43,494
- Net assets, end of year
- $84,151,124
- Fair market value of assets
- $231,822,089
- Qualifying distributions
- $9,161,427
- Net investment income
- $19,504,888
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LINDA G MUELLER 8044 MONTGOMERY ROAD SUITE 480, CINCINNATI, OH 45236 | TREASURER UNTIL 02.13.24 AND TRUSTEE | 1 | $0 |
| LORRAINE G SOMMER 8044 MONTGOMERY ROAD SUITE 480, CINCINNATI, OH 45236 | TRUSTEE | 1 | $0 |
| SPENCER J GARDNER 8044 MONTGOMERY ROAD SUITE 480, CINCINNATI, OH 45236 | TRUSTEE | 1 | $0 |
| MARGARET M JOHNS 8044 MONTGOMERY ROAD SUITE 480, CINCINNATI, OH 45236 | SECRETARY AND TRUSTEE | 1 | $0 |
| ERIC G MUELLER 8044 MONTGOMERY ROAD SUITE 480, CINCINNATI, OH 45236 | TRUSTEE | 1 | $0 |
| JONATHAN J MUELLER 8044 MONTGOMERY ROAD SUITE 480, CINCINNATI, OH 45236 | TRUSTEE | 1 | $0 |
| LAURA K MUELLER 8044 MONTGOMERY ROAD SUITE 480, CINCINNATI, OH 45236 | TRUSTEE | 1 | $0 |
| KYLE J JOHNS 8044 MONTGOMERY ROAD SUITE 480, CINCINNATI, OH 45236 | TRUSTEE & TREASURER STARTING 02.13.24 | 1 | $0 |
| BLAIRE A HARDER 8044 MONTGOMERY ROAD SUITE 480, CINCINNATI, OH 45236 | TRUSTEE | 1 | $0 |
| ELLIE A JOHNS 8044 MONTGOMERY ROAD SUITE 480, CINCINNATI, OH 45236 | VICE CHAIRMAN AND TRUSTEE | 1 | $0 |
| ADAM T MUELLER 8044 MONTGOMERY ROAD SUITE 480, CINCINNATI, OH 45236 | TRUSTEE | 1 | $0 |
| MARIA E SOMMER 8044 MONTGOMERY ROAD SUITE 480, CINCINNATI, OH 45236 | TRUSTEE | 1 | $0 |
| MADELINE M JOHNS 8044 MONTGOMERY ROAD SUITE 480, CINCINNATI, OH 45236 | TRUSTEE | 1 | $0 |
| BETTINA H ROSS 010124 - 062824 8044 MONTGOMERY ROAD SUITE 480, CINCINNATI, OH 45236 | EXECUTIVE DIRECTOR | 24 | $0 |
| KERI S MUELLER 8044 MONTGOMERY ROAD SUITE 480, CINCINNATI, OH 45236 | CHAIRMAN AND TRUSTEE | 1 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALLISON D MUELLER 8044 MONTGOMERY ROAD SUITE 480, CINCINNATI, OH 45236 | TRUSTEE | 1 | $0 |
| KYLE C HARDER 8044 MONTGOMERY ROAD SUITE 480, CINCINNATI, OH 45236 | TRUSTEE | 1 | $0 |
| ANGELIA M GARDNER 8044 MONTGOMERY ROAD SUITE 480, CINCINNATI, OH 45236 | TRUSTEE | 1 | $0 |
| KATIE HAAG 062824 - PRESENT 8044 MONTGOMERY ROAD SUITE 480, CINCINNATI, OH 45236 | EXECUTIVE DIRECTOR | 40 | $0 |
990-PF for the year ended December 31, 2023: 18 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LINDA G MUELLER 8044 MONTGOMERY ROAD SUITE 480, CINCINNATI, OH 45236 | TREASURER UNTIL 02.13.24 AND TRUSTEE | 1 | $0 |
| LORRAINE G SOMMER 8044 MONTGOMERY ROAD SUITE 480, CINCINNATI, OH 45236 | TRUSTEE | 1 | $0 |
| SPENCER J GARDNER 8044 MONTGOMERY ROAD SUITE 480, CINCINNATI, OH 45236 | TRUSTEE | 1 | $0 |
| MARGARET M JOHNS 8044 MONTGOMERY ROAD SUITE 480, CINCINNATI, OH 45236 | SECRETARY AND TRUSTEE | 1 | $0 |
| ERIC G MUELLER 8044 MONTGOMERY ROAD SUITE 480, CINCINNATI, OH 45236 | TRUSTEE | 1 | $0 |
| JONATHAN J MUELLER 8044 MONTGOMERY ROAD SUITE 480, CINCINNATI, OH 45236 | TRUSTEE | 1 | $0 |
| LAURA K MUELLER 8044 MONTGOMERY ROAD SUITE 480, CINCINNATI, OH 45236 | TRUSTEE | 1 | $0 |
| KYLE J JOHNS 8044 MONTGOMERY ROAD SUITE 480, CINCINNATI, OH 45236 | TRUSTEE & TREASURER STARTING 02.13.24 | 1 | $0 |
| BLAIRE A HARDER 8044 MONTGOMERY ROAD SUITE 480, CINCINNATI, OH 45236 | TRUSTEE | 1 | $0 |
| ELLIE A JOHNS 8044 MONTGOMERY ROAD SUITE 480, CINCINNATI, OH 45236 | VICE CHAIRMAN AND TRUSTEE | 1 | $0 |
| ADAM T MUELLER 8044 MONTGOMERY ROAD SUITE 480, CINCINNATI, OH 45236 | TRUSTEE | 1 | $0 |
| MARIA E SOMMER 8044 MONTGOMERY ROAD SUITE 480, CINCINNATI, OH 45236 | TRUSTEE | 1 | $0 |
| MADELINE M JOHNS 8044 MONTGOMERY ROAD SUITE 480, CINCINNATI, OH 45236 | TRUSTEE | 1 | $0 |
| BETTINA H ROSS 8044 MONTGOMERY ROAD SUITE 480, CINCINNATI, OH 45236 | EXECUTIVE DIRECTOR | 24 | $0 |
| KERI S MUELLER 8044 MONTGOMERY ROAD SUITE 480, CINCINNATI, OH 45236 | CHAIRMAN AND TRUSTEE | 1 | $0 |
| ALLISON D MUELLER 8044 MONTGOMERY ROAD SUITE 480, CINCINNATI, OH 45236 | TRUSTEE | 1 | $0 |
| KYLE C HARDER 8044 MONTGOMERY ROAD SUITE 480, CINCINNATI, OH 45236 | TRUSTEE | 1 | $0 |
| ANGELIA M GARDNER 8044 MONTGOMERY ROAD SUITE 480, CINCINNATI, OH 45236 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 8044 MONTGOMERY RD STE 480, CINCINNATI, OH 45236-2925
- In care of
- % RICHARD L ROEDING JR
- Signed the 990-PF
- KERI S MUELLER, OFFICER
- Phone
- (513) 459-1085
- Return prepared by
- RSM US 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 | Not 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
- 31-1397164
- 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
- 1995
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22Z)
- Assets (IRS master file)
- $84,194,618
- Income (IRS master file)
- $13,740,431
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $20,005,045 | $9,818,305 | $84,194,618 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $15,291,576 | $8,259,617 | $73,947,037 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 31-1397164).
Questions about JAMES J AND JOAN A GARDNER FAMILY FOUNDATION
- What is the EIN of JAMES J AND JOAN A GARDNER FAMILY FOUNDATION?
- The employer identification number (EIN) of JAMES J AND JOAN A GARDNER FAMILY FOUNDATION is 31-1397164.
- Is JAMES J AND JOAN A GARDNER FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to JAMES J AND JOAN A GARDNER FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JAMES J AND JOAN A GARDNER FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JAMES J AND JOAN A GARDNER FAMILY FOUNDATION 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 JAMES J AND JOAN A GARDNER FAMILY FOUNDATION 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 JAMES J AND JOAN A GARDNER FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 19 people; 0 received compensation from the organization.
- How much revenue does JAMES J AND JOAN A GARDNER FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $20,005,045, expenses of $9,818,305 and total assets of $84,194,618 at year end.
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