Nonprofit · EIN 34-1721860
LZ FRANCIS FOUNDATION
Tax-exempt · CLEVELAND, OH 44114
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $628,834 | $828,454 | -$199,620 | $6,680,510 | $0 | $6,680,510 |
| December 31, 2023 | 990-PF | $736,677 | $846,155 | -$109,478 | $6,889,479 | $0 | $6,889,479 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $303,287
- Net gain from sales of assets
- $320,254
- Other income
- $5,293
Expenses
- Grants and similar amounts paid
- $609,500
- Compensation of officers, directors and key employees
- $57,750
- Disbursements for charitable purposes
- $739,797
- Excise tax on investment income
- $7,600
Balance sheet and other
- Total assets, start of year
- $6,889,479
- Total assets, end of year
- $6,680,510
- Total liabilities, end of year
- $0
- Net assets, end of year
- $6,680,510
- Fair market value of assets
- $13,038,912
- Qualifying distributions
- $739,797
- Net investment income
- $628,015
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 |
|---|---|---|---|
| CHARLES F TIPPER PO BOX 321, SOUTH HERO, VT 05486 | VICE PRES/SECRETARY | 10 | $57,750 |
| KATHARINE NASON TIPPER PO BOX 321, SOUTH HERO, VT 05486 | PRES/TREASURER | 0 | $0 |
| JESSICA A OSKI PO BOX 5425, BURLINGTON, VT 05402 | VICE PRES/ASST. SECRETARY | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHARLES F TIPPER 62 OVERLAKE PARK, BURLINGTON, VT 05401 | VICE PRES/SECRETARY | 10 | $57,750 |
| KATHARINE NASON TIPPER 62 OVERLAKE PARK, BURLINGTON, VT 05401 | PRES/TREASURER | 0 | $0 |
| JESSICA A OSKI PO BOX 5425, BURLINGTON, VT 05402 | VICE PRES/ASST. SECRETARY | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 1900 E 9TH STREET, CLEVELAND, OH 44114-3404
- In care of
- % MARK MIHALIK
- Signed the 990-PF
- CHARLES F TIPPER, VICE PRESIDENT
- Phone
- (216) 222-2113
- Return prepared by
- PNC BANK NA
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
- 34-1721860
- 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
- 1993
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $6,680,510
- Income (IRS master file)
- $984,858
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $628,834 | $828,454 | $6,680,510 | XML |
| 990-PF | December 2023 | $736,677 | $846,155 | $6,889,479 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 34-1721860).
Questions about LZ FRANCIS FOUNDATION
- What is the EIN of LZ FRANCIS FOUNDATION?
- The employer identification number (EIN) of LZ FRANCIS FOUNDATION is 34-1721860.
- Is LZ FRANCIS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to LZ FRANCIS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LZ FRANCIS FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LZ FRANCIS 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 LZ FRANCIS 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 LZ FRANCIS FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 1 received compensation from the organization, the highest $57,750 (CHARLES F TIPPER, VICE PRES/SECRETARY).
- How much revenue does LZ FRANCIS FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $628,834, expenses of $828,454 and total assets of $6,680,510 at year end.
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