Nonprofit · EIN 34-1881146
DONALD W & MARGUERITE J PAUL FOUNDATION
Tax-exempt · CLEVELAND, OH 44131
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $1,388,767 | $48,519 | $1,340,248 | $1,672,753 | $0 | $1,672,753 |
| December 31, 2023 | 990-PF | $8,589 | $30,143 | -$21,554 | $332,505 | $0 | $332,505 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,325,922
- Dividends
- $27,234
- Net gain from sales of assets
- $35,611
Expenses
- Grants and similar amounts paid
- $42,500
- Disbursements for charitable purposes
- $42,500
- Excise tax on investment income
- $790
Balance sheet and other
- Total assets, start of year
- $332,505
- Total assets, end of year
- $1,672,753
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,672,753
- Fair market value of assets
- $1,635,175
- Qualifying distributions
- $42,500
- Net investment income
- $62,845
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 |
|---|---|---|---|
| MARGUERITE J PAUL 28398 VERDE LANE, BONITA SPRINGS, FL 34135 | Vice President | 0 | $0 |
| HUGH J MORGAN 6155 ROCKSIDE ROAD, INDEPENDENCE, OH 44131 | SECRETARY | 0 | $0 |
| HUGH J MORGAN 6155 ROCKSIDE RD 307, CLEVELAND, OH 44131 | President | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARGUERITE J PAUL 28398 VERDE LANE, BONITA SPRINGS, FL 34135 | PRESIDENT | 0 | $0 |
| MARGUERITE J PAUL 28398 VERDE LANE, BONITA SPRINGS, FL 34135 | SECRETARY | 0 | $0 |
| HUGH J MORGAN 6155 ROCKSIDE RD 307, CLEVELAND, OH 44131 | Trustee | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 6155 ROCKSIDE RD STE 307, CLEVELAND, OH 44131-2217
- In care of
- % HUGH J MORGAN
- Signed the 990-PF
- MARGUERITE J PAUL, SECRETARY
- Phone
- (216) 642-8604
- Return prepared by
- Morgan & Associates Inc
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
- 34-1881146
- 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
- 1999
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $1,672,753
- Income (IRS master file)
- $1,751,743
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $1,388,767 | $48,519 | $1,672,753 | XML |
| 990-PF | December 2023 | $8,589 | $30,143 | $332,505 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | 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 34-1881146).
Questions about DONALD W & MARGUERITE J PAUL FOUNDATION
- What is the EIN of DONALD W & MARGUERITE J PAUL FOUNDATION?
- The employer identification number (EIN) of DONALD W & MARGUERITE J PAUL FOUNDATION is 34-1881146.
- Is DONALD W & MARGUERITE J PAUL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to DONALD W & MARGUERITE J PAUL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DONALD W & MARGUERITE J PAUL FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DONALD W & MARGUERITE J PAUL 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 DONALD W & MARGUERITE J PAUL 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 DONALD W & MARGUERITE J PAUL FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does DONALD W & MARGUERITE J PAUL FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,388,767, expenses of $48,519 and total assets of $1,672,753 at year end.
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