Nonprofit · EIN 34-4006013
THE BANKS-BALDWIN FOUNDATION C/O P JEFFREY LUCIER
Tax-exempt · CLEVELAND HTS, OH 44106
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $70,202 | $101,535 | -$31,333 | $735,803 | $0 | $735,803 |
| December 31, 2023 | 990-PF | -$45,317 | $10,515 | -$55,832 | $767,273 | $0 | $767,273 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $47,500
- Dividends
- $33,343
- Net gain from sales of assets
- -$10,649
- Other income
- $8
Expenses
- Grants and similar amounts paid
- $90,250
- Disbursements for charitable purposes
- $91,650
- Excise tax on investment income
- $368
Balance sheet and other
- Total assets, start of year
- $767,273
- Total assets, end of year
- $735,803
- Total liabilities, end of year
- $0
- Net assets, end of year
- $735,803
- Fair market value of assets
- $810,828
- Qualifying distributions
- $91,650
- Net investment income
- $33,343
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 |
|---|---|---|---|
| CHAD GREEN 2760 DERBYSHIRE ROAD, CLEVELAND HEIGHTS, OH 44106 | PRESIDENT | 0.1 | $0 |
| KATHRYN GREEN 2760 DERBYSHIRE ROAD, CLEVELAND HEIGHTS, OH 44106 | VICE PRESIDE | 0.1 | $0 |
| CAITLIN VAN HARREN 2760 DERBYSHIRE ROAD, CLEVELAND HEIGHTS, OH 44106 | SECRETARY | 0.1 | $0 |
| ROB VAN HARREN 2760 DERBYSHIRE ROAD, CLEVELAND HEIGHTS, OH 44106 | TREASURER | 0.1 | $0 |
| P JEFFREY LUCIER 2760 DERBYSHIRE ROAD, CLEVELAND HEIGHTS, OH 44106 | TRUSTEE | 0.1 | $0 |
| CRAIG W FRASER 2760 DERBYSHIRE ROAD, CLEVELAND HEIGHTS, OH 44106 | TRUSTEE | 0.1 | $0 |
| SUSAN LUCIER 2760 DERBYSHIRE ROAD, CLEVELAND HEIGHTS, OH 44106 | TRUSTEE | 0.1 | $0 |
| CANDACE HATTON 2760 DERBYSHIRE ROAD, CLEVELAND HEIGHTS, OH 44106 | TRUSTEE | 0.1 | $0 |
| MARTHA FRASER 2760 DERBYSHIRE ROAD, CLEVELAND HEIGHTS, OH 44106 | TRUSTEE | 0.1 | $0 |
| WILSON FRASER 2760 DERBYSHIRE ROAD, CLEVELAND HEIGHTS, OH 44106 | TRUSTEE | 0.1 | $0 |
| AMY LUCIER 2760 DERBYSHIRE ROAD, CLEVELAND HEIGHTS, OH 44106 | TRUSTEE | 0.1 | $0 |
990-PF for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHAD GREEN PO BOX 18678, CLEVELAND HEIGHTS, OH 44118 | PRESIDENT, TRUSTEE | 0.1 | $0 |
| KATHRYN GREEN PO BOX 18678, CLEVELAND HEIGHTS, OH 44118 | VICE PRESIDENT, TRUSTEE | 0.1 | $0 |
| CAITLIN VAN HAAREN PO BOX 18678, CLEVELAND HEIGHTS, OH 44118 | SECRETARY, TRUSTEE | 0.1 | $0 |
| ROB VAN HAAREN PO BOX 18678, CLEVELAND HEIGHTS, OH 44118 | TREASURER, TRUSTEE | 0.1 | $0 |
| P JEFFREY LUCIER PO BOX 18678, CLEVELAND HEIGHTS, OH 44118 | TRUSTEE | 0.1 | $0 |
| CRAIG W FRASER PO BOX 18678, CLEVELAND HEIGHTS, OH 44118 | TRUSTEE | 0.1 | $0 |
| SUSAN LUCIER PO BOX 18678, CLEVELAND HEIGHTS, OH 44118 | TRUSTEE | 0.1 | $0 |
| CANDACE HATTON PO BOX 18678, CLEVELAND HEIGHTS, OH 44118 | TRUSTEE | 0.1 | $0 |
| MARTHA FRASER PO BOX 18678, CLEVELAND HEIGHTS, OH 44118 | TRUSTEE | 0.1 | $0 |
| WILSON FRASER PO BOX 18678, CLEVELAND HEIGHTS, OH 44118 | TRUSTEE | 0.1 | $0 |
| AMY LUCIER PO BOX 18678, CLEVELAND HEIGHTS, OH 44118 | TRUSTEE | 0.1 | $0 |
| MADALYN LUCIER PO BOX 18678, CLEVELAND HEIGHTS, OH 44118 | TRUSTEE | 0.1 | $0 |
Address and contacts
- Address (IRS master file)
- 2760 DERBYSHIRE RD, CLEVELAND HTS, OH 44106-3341
- In care of
- % P JEFFREY LUCIER
- Signed the 990-PF
- CHAD GREEN, PRESIDENT
- Phone
- (216) 403-6202
- Website
- BANKS-BALDWINFOUNDATION.ORG
- Return prepared by
- NEWMAN & COMPANY CPAS
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
- 34-4006013
- 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
- 1994
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $735,803
- Income (IRS master file)
- $332,791
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $70,202 | $101,535 | $735,803 | IRS |
| 990-PF | December 2023 | -$45,317 | $10,515 | $767,273 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | 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 34-4006013).
Questions about THE BANKS-BALDWIN FOUNDATION C/O P JEFFREY LUCIER
- What is the EIN of THE BANKS-BALDWIN FOUNDATION C/O P JEFFREY LUCIER?
- The employer identification number (EIN) of THE BANKS-BALDWIN FOUNDATION C/O P JEFFREY LUCIER is 34-4006013.
- Is THE BANKS-BALDWIN FOUNDATION C/O P JEFFREY LUCIER tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to THE BANKS-BALDWIN FOUNDATION C/O P JEFFREY LUCIER tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE BANKS-BALDWIN FOUNDATION C/O P JEFFREY LUCIER file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE BANKS-BALDWIN FOUNDATION C/O P JEFFREY LUCIER 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 THE BANKS-BALDWIN FOUNDATION C/O P JEFFREY LUCIER 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 THE BANKS-BALDWIN FOUNDATION C/O P JEFFREY LUCIER?
- The 990-PF for the year ended December 31, 2024 lists 11 people; 0 received compensation from the organization.
- How much revenue does THE BANKS-BALDWIN FOUNDATION C/O P JEFFREY LUCIER have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $70,202, expenses of $101,535 and total assets of $735,803 at year end.
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