Nonprofit · EIN 34-6513799
BICKNELL FUND
Tax-exempt · CLEVELAND, OH 44114
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $259,254 | $408,444 | -$149,190 | $5,218,279 | $198,906 | $5,019,373 |
| December 31, 2023 | 990-PF | $336,904 | $377,177 | -$40,273 | $5,532,876 | $182,329 | $5,350,547 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $219,873
- Interest
- $5,524
- Net gain from sales of assets
- $33,857
Expenses
- Grants and similar amounts paid
- $312,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $331,808
- Excise tax on investment income
- $2,566
Balance sheet and other
- Total assets, start of year
- $5,532,876
- Total assets, end of year
- $5,218,279
- Total liabilities, end of year
- $198,906
- Net assets, end of year
- $5,019,373
- Fair market value of assets
- $6,739,405
- Qualifying distributions
- $331,808
- Net investment income
- $259,254
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 |
|---|---|---|---|
| SAMANTHA K CROWLEY CO MN ADVISORY 1111 SUPERIOR AVE SUITE 700, CLEVELAND, OH 44114 | PRESIDENT/TRUSTEE | 5 | $0 |
| WARREN BICKNELL III MN ADV SRV LLC 1111 SUPERIOR AVE SUITE 700, CLEVELAND, OH 44114 | VICE PRESIDENT/TRUSTEE | 1 | $0 |
| KATE B LUZIUS CO MN ADV SRV LLC 1111 SUPERIOR AVE SUITE 700, CLEVELAND, OH 44114 | TRUSTEE | 1 | $0 |
| WENDY H BICKNELL CO MN ADV SRV LLC 1111 SUPERIOR AVE SUITE 700, CLEVELAND, OH 44114 | TRUSTEE | 1 | $0 |
| ALEXANDER S TAYLOR CO MN ADV SV LLC 1111 SUPERIOR AVE SUITE 700, CLEVELAND, OH 44114 | TRUSTEE | 1 | $0 |
| W GATES KIRKHAM CO MN ADV SRV LLC 1111 SUPERIOR AVE SUITE 700, CLEVELAND, OH 44114 | TRUSTEE | 1 | $0 |
| MATT VAN DE MOTTER CO MN ADV SV LLC 1111 SUPERIOR AVE SUITE 700, CLEVELAND, OH 44114 | TRUSTEE | 1 | $0 |
| STEVEN FOSTER CO MN ADV SRV LLC 1111 SUPERIOR AVE SUITE 700, CLEVELAND, OH 44114 | SECRETARY/TREASURER | 5 | $0 |
| ANDREW T MEYER 1111 SUPERIOR AVE SUITE 700, CLEVELAND, OH 44114 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SAMANTHA K CROWLEY CO MN ADVISORY 1111 SUPERIOR AVE SUITE 700, CLEVELAND, OH 44114 | PRESIDENT/TRUSTEE | 5 | $0 |
| WARREN BICKNELL III MN ADV SRV LLC 1111 SUPERIOR AVE SUITE 700, CLEVELAND, OH 44114 | VICE PRESIDENT/TRUSTEE | 1 | $0 |
| KATE B LUZIUS CO MN ADV SRV LLC 1111 SUPERIOR AVE SUITE 700, CLEVELAND, OH 44114 | TRUSTEE | 1 | $0 |
| WENDY H BICKNELL CO MN ADV SRV LLC 1111 SUPERIOR AVE SUITE 700, CLEVELAND, OH 44114 | TRUSTEE | 1 | $0 |
| ALEXANDER S TAYLOR CO MN ADV SV LLC 1111 SUPERIOR AVE SUITE 700, CLEVELAND, OH 44114 | TRUSTEE | 1 | $0 |
| W GATES KIRKHAM CO MN ADV SRV LLC 1111 SUPERIOR AVE SUITE 700, CLEVELAND, OH 44114 | TRUSTEE | 1 | $0 |
| MATT VAN DE MOTTER CO MN ADV SV LLC 1111 SUPERIOR AVE SUITE 700, CLEVELAND, OH 44114 | TRUSTEE | 1 | $0 |
| MARIANNE GREGA CO MN ADV SRV LLC 1111 SUPERIOR AVE SUITE 700, CLEVELAND, OH 44114 | SECRETARY/TREASURER | 5 | $0 |
| ANDREW T MEYER 1111 SUPERIOR AVE SUITE 700, CLEVELAND, OH 44114 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1111 SUPERIOR AVE STE 700, CLEVELAND, OH 44114-2540
- In care of
- % ADVISORY SERVICE INC
- Signed the 990-PF
- STEVEN W FOSTER, SECRETARY/TREASURER
- Phone
- (216) 363-6483
- Website
- HTTPS:///BICKNELLFUND.ORG
- Return prepared by
- MN ADVISORY SERVICES LLC
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
- 34-6513799
- 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
- 1952
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $5,218,279
- Income (IRS master file)
- $499,254
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $259,254 | $408,444 | $5,218,279 | IRS |
| 990-PF | December 2023 | $336,904 | $377,177 | $5,532,876 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | 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 34-6513799).
Questions about BICKNELL FUND
- What is the EIN of BICKNELL FUND?
- The employer identification number (EIN) of BICKNELL FUND is 34-6513799.
- Is BICKNELL FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1952.
- Are donations to BICKNELL FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BICKNELL FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BICKNELL FUND 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 BICKNELL FUND 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 BICKNELL FUND?
- The 990-PF for the year ended December 31, 2024 lists 9 people; 0 received compensation from the organization.
- How much revenue does BICKNELL FUND have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $259,254, expenses of $408,444 and total assets of $5,218,279 at year end.
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