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Nonprofit · EIN 31-1595386

LEWIS & MARJORIE DANIEL FOUNDATION

Tax-exempt · CINCINNATI, OH 45263

Financials

$97K$96K2023$206K$96K2024$170K$107K2025
Revenue Expenses · by fiscal year end
Financials of LEWIS & MARJORIE DANIEL FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$170,044$106,793$63,251$1,000,798$0$1,000,798
December 31, 2024990-PF$206,212$95,566$110,646$937,551$0$937,551
December 31, 2023990-PF$96,993$95,889$1,104$838,040$0$838,040
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$32,913
Net gain from sales of assets
$137,131

Expenses

Grants and similar amounts paid
$82,000
Disbursements for charitable purposes
$83,955
Excise tax on investment income
$2,119

Balance sheet and other

Total assets, start of year
$937,551
Total assets, end of year
$1,000,798
Total liabilities, end of year
$0
Net assets, end of year
$1,000,798
Fair market value of assets
$1,885,494
Qualifying distributions
$83,955
Net investment income
$169,817

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
DEBORAH D LONG
C/O FIFTH THIRD BANKNAAGT, CINCINNATI, OH 45202
PRESIDENT1$0
DANIEL G LONG
C/O FIFTH THIRD BANKNAAGT, CINCINNATI, OH 45202
CO-VICE PRESIDENT1$0
CREIGHTON A LONG
C/O FIFTH THIRD BANKNAAGT, CINCINNATI, OH 45202
CO-VICE PRESIDENT1$0
BRUCE C LONG
C/O FIFTH THIRD BANKNAAGT, CINCINNATI, OH 45202
SEC. / TREASURER1$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
DEBORAH D LONG
C/O FIFTH THIRD BANKNAAGT, CINCINNATI, OH 45202
PRESIDENT1$0
DANIEL G LONG
C/O FIFTH THIRD BANKNAAGT, CINCINNATI, OH 45202
CO-VICE PRESIDENT1$0
CREIGHTON A LONG
C/O FIFTH THIRD BANKNAAGT, CINCINNATI, OH 45202
CO-VICE PRESIDENT1$0
BRUCE C LONG
C/O FIFTH THIRD BANKNAAGT, CINCINNATI, OH 45202
SEC. / TREASURER1$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
DEBORAH D LONG
C/O FIFTH THIRD BANKNAAGT, CINCINNATI, OH 45202
PRESIDENT1$0
DANIEL G LONG
C/O FIFTH THIRD BANKNAAGT, CINCINNATI, OH 45202
CO-VICE PRESIDENT1$0
CREIGHTON A LONG
C/O FIFTH THIRD BANKNAAGT, CINCINNATI, OH 45202
CO-VICE PRESIDENT1$0
BRUCE C LONG
C/O FIFTH THIRD BANKNAAGT, CINCINNATI, OH 45202
SEC. / TREASURER1$0

Address and contacts

Address (IRS master file)
PO BOX 630858, CINCINNATI, OH 45263-0858
In care of
% FIFTH THIRD BANK
Signed the 990-PF
DEBORAH D LONG, PRESIDENT
Phone
(800) 336-6782
Return prepared by
PWC US TAX 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 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
31-1595386
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
1998
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,000,798
Income (IRS master file)
$511,687

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$170,044$106,793$1,000,798IRS
990-PFDecember 2024$206,212$95,566$937,551IRS
990-PFDecember 2023$96,993$95,889$838,040XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 31-1595386).

Questions about LEWIS & MARJORIE DANIEL FOUNDATION

What is the EIN of LEWIS & MARJORIE DANIEL FOUNDATION?
The employer identification number (EIN) of LEWIS & MARJORIE DANIEL FOUNDATION is 31-1595386.
Is LEWIS & MARJORIE DANIEL FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
Are donations to LEWIS & MARJORIE DANIEL FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LEWIS & MARJORIE DANIEL FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of LEWIS & MARJORIE DANIEL 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 LEWIS & MARJORIE DANIEL 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 LEWIS & MARJORIE DANIEL FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does LEWIS & MARJORIE DANIEL FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $170,044, expenses of $106,793 and total assets of $1,000,798 at year end.

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