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Nonprofit · EIN 34-6574882

RALPH T & ESTHER WARBURTON FOUNDATION

Tax-exempt · INDEPENDENCE, OH 44131

Financials

$329K$1.1M2023$1.1M$2.8M2024
Revenue Expenses · by fiscal year end
Financials of RALPH T & ESTHER WARBURTON FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$1,116,985$2,802,155-$1,685,170$2,085,492$1,961$2,083,531
December 31, 2023990-PF$329,115$1,138,105-$808,990$3,768,701$0$3,768,701
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$117,702
Interest
$3,074
Net gain from sales of assets
$996,209

Expenses

Grants and similar amounts paid
$2,766,212
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$2,766,212
Excise tax on investment income
$15,026

Balance sheet and other

Total assets, start of year
$3,768,701
Total assets, end of year
$2,085,492
Total liabilities, end of year
$1,961
Net assets, end of year
$2,083,531
Fair market value of assets
$3,266,964
Qualifying distributions
$2,766,212
Net investment income
$1,116,985

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.

NameTitleHours / weekCompensation
PHILLIP L WARBURTON
C/O MAI 6050 OAK TREE BLVD STE 500, INDEPENDENCE, OH 44131
TRUSTEE0$0
SALLY WARBURTON
C/O MAI 6050 OAK TREE BLVD STE 500, INDEPENDENCE, OH 44131
TRUSTEE0$0
BETSY WARBURTON DOWNS
C/O MAI 6050 OAK TREE BLVD STE 500, INDEPENDENCE, OH 44131
TRUSTEE0$0
MIKE D DOWNS
C/O MAI 6050 OAK TREE BLVD STE 500, INDEPENDENCE, OH 44131
TRUSTEE0$0
CARRIE WARBURTON MONTALTO
C/O MAI 6050 OAK TREE BLVD STE 500, INDEPENDENCE, OH 44131
TRUSTEE0$0
ALEX W MONTALTO
C/O MAI 6050 OAK TREE BLVD STE 500, INDEPENDENCE, OH 44131
TRUSTEE0$0
990-PF for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
PHILLIP L WARBURTON
C/O MAI 6050 OAK TREE BLVD STE 500, INDEPENDENCE, OH 44131
TRUSTEE0$0
SALLY WARBURTON
C/O MAI 6050 OAK TREE BLVD STE 500, INDEPENDENCE, OH 44131
TRUSTEE0$0
BETSY WARBURTON DOWNS
C/O MAI 6050 OAK TREE BLVD STE 500, INDEPENDENCE, OH 44131
TRUSTEE0$0
MIKE D DOWNS
C/O MAI 6050 OAK TREE BLVD STE 500, INDEPENDENCE, OH 44131
TRUSTEE0$0
CARRIE WARBURTON MONTALTO
C/O MAI 6050 OAK TREE BLVD STE 500, INDEPENDENCE, OH 44131
TRUSTEE0$0
ALEX W MONTALTO
C/O MAI 6050 OAK TREE BLVD STE 500, INDEPENDENCE, OH 44131
TRUSTEE0$0

Address and contacts

Address (IRS master file)
CO MAI 6050 OAK TREE BLVD STE 500, INDEPENDENCE, OH 44131-0000
In care of
% MAI CAPITAL
Signed the 990-PF
PHILLIP WARBURTON, TRUSTEE
Phone
(216) 920-4800
Return prepared by
MAI CAPITAL MANAGEMENT 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
34-6574882
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
1966
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$2,085,492
Income (IRS master file)
$2,315,960

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$1,116,985$2,802,155$2,085,492IRS
990-PFDecember 2023$329,115$1,138,105$3,768,701XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 34-6574882).

Questions about RALPH T & ESTHER WARBURTON FOUNDATION

What is the EIN of RALPH T & ESTHER WARBURTON FOUNDATION?
The employer identification number (EIN) of RALPH T & ESTHER WARBURTON FOUNDATION is 34-6574882.
Is RALPH T & ESTHER WARBURTON FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1966.
Are donations to RALPH T & ESTHER WARBURTON FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does RALPH T & ESTHER WARBURTON FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of RALPH T & ESTHER WARBURTON 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 RALPH T & ESTHER WARBURTON 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 RALPH T & ESTHER WARBURTON FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
How much revenue does RALPH T & ESTHER WARBURTON FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,116,985, expenses of $2,802,155 and total assets of $2,085,492 at year end.

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