Nonprofit · EIN 35-2235189
DOROTHY B FRANCIS CHARITABLE FOUNDA TION
Tax-exempt · CINCINNATI, OH 45236
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $311,493 | $450,356 | -$138,863 | $3,259,818 | $0 | $3,259,818 |
| December 31, 2023 | 990-PF | $303,904 | $386,212 | -$82,308 | $3,554,552 | $0 | $3,554,552 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $262,746
- Interest
- $17,735
- Net gain from sales of assets
- $31,012
Expenses
- Grants and similar amounts paid
- $348,000
- Compensation of officers, directors and key employees
- $31,108
- Disbursements for charitable purposes
- $348,000
- Excise tax on investment income
- $4,330
Balance sheet and other
- Total assets, start of year
- $3,554,552
- Total assets, end of year
- $3,259,818
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,259,818
- Fair market value of assets
- $6,969,000
- Qualifying distributions
- $348,000
- Net investment income
- $311,493
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 |
|---|---|---|---|
| CAROLYN McCLINTOCK 8044 MONTGOMERY RD STE 420, CINCINNATI, OH 45236 | Executive Dir. | 20 | $31,108 |
| BRUCE LAZARUS 8044 MONTGOMERY RD STE 420, CINCINNATI, OH 45236 | Vice President | 1 | $0 |
| DAVID J ALEX 8044 MONTGOMERY RD STE 420, CINCINNATI, OH 45236 | President | 1 | $0 |
| DONALD W MALLORY 8044 MONTGOMERY RD STE 420, CINCINNATI, OH 45236 | Vice President | 1 | $0 |
| VIRGINIA CLARK 8044 MONTGOMERY RD STE 420, CINCINNATI, OH 45236 | TREASURER/SECTY | 1 | $0 |
| TAMMY PATTON 8044 MONTGOMERY RD STE 420, CINCINNATI, OH 45236 | Vice President | 1 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAROLYN McCLINTOCK 8044 MONTGOMERY RD STE 420, CINCINNATI, OH 45236 | Executive Dir. | 20 | $29,923 |
| BRUCE LAZARUS 8044 MONTGOMERY RD STE 420, CINCINNATI, OH 45236 | Vice President | 1 | $0 |
| DAVID J ALEX 8044 MONTGOMERY RD STE 420, CINCINNATI, OH 45236 | President | 1 | $0 |
| DONALD W MALLORY 8044 MONTGOMERY RD STE 420, CINCINNATI, OH 45236 | Vice President | 1 | $0 |
| VIRGINIA CLARK 8044 MONTGOMERY RD STE 420, CINCINNATI, OH 45236 | TREASURER/SECTY | 1 | $0 |
| TAMMY PATTON 8044 MONTGOMERY RD STE 420, CINCINNATI, OH 45236 | Vice President | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 8044 MONTGOMERY RD STE 420, CINCINNATI, OH 45236-2920
- In care of
- % DAVID J ALEX
- Signed the 990-PF
- DAVID J ALEX, Director
- Phone
- (513) 794-1900
- Return prepared by
- Alex & Company
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
- 35-2235189
- 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
- 2004
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $3,259,818
- Income (IRS master file)
- $658,249
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $311,493 | $450,356 | $3,259,818 | XML |
| 990-PF | December 2023 | $303,904 | $386,212 | $3,554,552 | 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 35-2235189).
Questions about DOROTHY B FRANCIS CHARITABLE FOUNDA TION
- What is the EIN of DOROTHY B FRANCIS CHARITABLE FOUNDA TION?
- The employer identification number (EIN) of DOROTHY B FRANCIS CHARITABLE FOUNDA TION is 35-2235189.
- Is DOROTHY B FRANCIS CHARITABLE FOUNDA TION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to DOROTHY B FRANCIS CHARITABLE FOUNDA TION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DOROTHY B FRANCIS CHARITABLE FOUNDA TION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DOROTHY B FRANCIS CHARITABLE FOUNDA TION 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 DOROTHY B FRANCIS CHARITABLE FOUNDA TION 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 DOROTHY B FRANCIS CHARITABLE FOUNDA TION?
- The 990-PF for the year ended December 31, 2024 lists 6 people; 1 received compensation from the organization, the highest $31,108 (CAROLYN McCLINTOCK, Executive Dir.).
- How much revenue does DOROTHY B FRANCIS CHARITABLE FOUNDA TION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $311,493, expenses of $450,356 and total assets of $3,259,818 at year end.
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