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Nonprofit · EIN 34-6777250

JOHN AND PEARL CONARD FOUNDATION TRUST

Tax-exempt · MANSFIELD, OH 44902

Financials

$278K$225K2022$393K$131K2023$440K$400K2024
Revenue Expenses · by fiscal year end
Financials of JOHN AND PEARL CONARD FOUNDATION TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$440,297$400,117$40,180$3,888,142$554,473$3,333,669
June 30, 2024990-PF$392,808$131,069$261,739$3,644,707$385,273$3,259,434
June 30, 2023990-PF$278,333$224,783$53,550$3,396,727$455,000$2,941,727
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Dividends
$45,975
Interest
$62,659
Net gain from sales of assets
$331,663

Expenses

Grants and similar amounts paid
$350,000
Compensation of officers, directors and key employees
$31,562
Disbursements for charitable purposes
$200,798
Excise tax on investment income
$963

Balance sheet and other

Total assets, start of year
$3,644,707
Total assets, end of year
$3,888,142
Total liabilities, end of year
$554,473
Net assets, end of year
$3,333,669
Fair market value of assets
$3,888,142
Qualifying distributions
$200,798
Net investment income
$108,634

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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
THE RICHLAND TRUST CO
3 N MAIN STREET, MANSFIELD, OH 44902
TRUSTEE0.25$31,562
JACK P STEWART
2036 W FOURTH STREET, MANSFIELD, OH 44906
SECRETARY1$0
RICK WITCHEY
2530 STATE ROUTE 97, LEXINGTON, OH 44904
TRUSTEE0.25$0
WILLIAM P JILEK
51 GRANDE LAKE, PORT CLINTON, OH 43452
CHAIRMAN1$0
JOANNE MCCARRON
76 MICKEY ROAD, SHELBY, OH 44875
TRUSTEE0.25$0
GENEVA CUMMINS
1492 LEX ONTARIO RD, MANSFIELD, OH 44903
TRUSTEE0.25$0
SCOTT HEIMANN
3 N MAIN STREET, MANSFIELD, OH 44902
RECORD. SEC.1$0
HAROLD DAVIS
1436 BECHDALE DRIVE, MANSFIELD, OH 44907
VICE CHAIR0.25$0
JAY GOYAL
382 PARK AVENUE EAST, MANSFIELD, OH 44905
TRUSTEE0.25$0
CHARLA IRVIN
224 KELLY AVENUE, BELLVILLE, OH 448131124
TRUSTEE0.25$0
990-PF for the year ended June 30, 2024: 10 people
NameTitleHours / weekCompensation
THE RICHLAND TRUST CO
3 N MAIN STREET, MANSFIELD, OH 44902
TRUSTEE0$28,175
JACK P STEWART
2036 W FOURTH STREET, MANSFIELD, OH 44906
SECRETARY1$0
RICK WITCHEY
2530 STATE ROUTE 97, LEXINGTON, OH 44904
TRUSTEE0.25$0
WILLIAM P JILEK
51 GRANDE LAKE, PORT CLINTON, OH 43452
CHAIRMAN1$0
JOANNE MCCARRON
76 MICKEY ROAD, SHELBY, OH 44875
TRUSTEE0.25$0
GENEVA CUMMINS
1492 LEX ONTARIO RD, MANSFIELD, OH 44903
TRUSTEE0.25$0
SCOTT HEIMANN
3 N MAIN STREET, MANSFIELD, OH 44902
RECORD. SEC.1$0
HAROLD DAVIS
1436 BECHDALE DRIVE, MANSFIELD, OH 44907
VICE CHAIR0.25$0
JAY GOYAL
382 PARK AVENUE EAST, MANSFIELD, OH 44905
TRUSTEE0.25$0
CHARLA IRVIN
224 KELLY AVENUE, BELLVILLE, OH 448131124
TRUSTEE0.25$0
990-PF for the year ended June 30, 2023: 2 people
NameTitleHours / weekCompensation
THE RICHLAND TRUST CO
3 N MAIN STREET, MANSFIELD, OH 44902
TRUSTEE0$25,755
SCOTT HEIMANN
3 N MAIN STREET, MANSFIELD, OH 44902
RECORD. SEC.0$0

Address and contacts

Address (IRS master file)
3 NORTH MAIN STREET, MANSFIELD, OH 44902-1708
In care of
% RICHLAND BANK BUILDING TTEE
Signed the 990-PF
SCOTT HEIMANN, RECORD. SEC.
Phone
(419) 525-8700
Return prepared by
PINNACLE CPA ADVISORY GROUP 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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
34-6777250
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
1981
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$3,888,142
Income (IRS master file)
$1,927,825

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$440,297$400,117$3,888,142IRS
990-PFJune 2024$392,808$131,069$3,644,707IRS
990-PFJune 2023$278,333$224,783$3,396,727XML
990-PFJune 2022–––IRS
990-PFJune 2021–––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 34-6777250).

Questions about JOHN AND PEARL CONARD FOUNDATION TRUST

What is the EIN of JOHN AND PEARL CONARD FOUNDATION TRUST?
The employer identification number (EIN) of JOHN AND PEARL CONARD FOUNDATION TRUST is 34-6777250.
Is JOHN AND PEARL CONARD FOUNDATION TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1981.
Are donations to JOHN AND PEARL CONARD FOUNDATION TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JOHN AND PEARL CONARD FOUNDATION TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of JOHN AND PEARL CONARD FOUNDATION TRUST due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JOHN AND PEARL CONARD FOUNDATION TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2025.
Who are the officers and directors of JOHN AND PEARL CONARD FOUNDATION TRUST?
The 990-PF for the year ended June 30, 2025 lists 10 people; 1 received compensation from the organization, the highest $31,562 (THE RICHLAND TRUST CO, TRUSTEE).
How much revenue does JOHN AND PEARL CONARD FOUNDATION TRUST have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $440,297, expenses of $400,117 and total assets of $3,888,142 at year end.

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