Nonprofit · EIN 35-2389585
GEORGE AND MARY JO BUDIG FAMILY FOUNDATION
Tax-exempt · COVINGTON, KY 41011
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $192,203 | $235,816 | -$43,613 | $5,280,921 | $0 | $5,280,921 |
| December 31, 2024 | 990-PF | $831,098 | $246,768 | $584,330 | $4,924,972 | $0 | $4,924,972 |
| December 31, 2023 | 990-PF | $697,212 | $322,351 | $374,861 | $4,330,184 | $0 | $4,330,184 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $130,581
- Interest
- $79
- Net gain from sales of assets
- $61,543
Expenses
- Grants and similar amounts paid
- $199,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $199,000
- Excise tax on investment income
- $2,160
Balance sheet and other
- Total assets, start of year
- $4,924,972
- Total assets, end of year
- $5,280,921
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,280,921
- Fair market value of assets
- $5,280,921
- Qualifying distributions
- $199,000
- Net investment income
- $192,203
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARY JO BUDIG 129 PARK ROAD, FORT MITCHELL, KY 41011 | TRUSTEE | 2 | $0 |
| MELISSA COLLINS 129 PARK ROAD, FORT MITCHELL, KY 41011 | TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GEORGE J BUDIG 129 PARK ROAD, FORT MITCHELL, KY 41011 | TRUSTEE | 2 | $0 |
| MARY JO BUDIG 129 PARK ROAD, FORT MITCHELL, KY 41011 | TRUSTEE | 2 | $0 |
| MELISSA COLLINS 129 PARK ROAD, FORT MITCHELL, KY 41011 | TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GEORGE J BUDIG 129 PARK ROAD, FORT MITCHELL, KY 41011 | TRUSTEE | 2 | $0 |
| MARY JO BUDIG 129 PARK ROAD, FORT MITCHELL, KY 41011 | TRUSTEE | 2 | $0 |
| MELISSA COLLINS 129 PARK ROAD, FORT MITCHELL, KY 41011 | TRUSTEE | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 129 PARK RD, COVINGTON, KY 41011-1814
- In care of
- % GEORGE J BUDIG
- Signed the 990-PF
- MELISSA COLLINS, TRUSTEE
- Phone
- (513) 562-8244
- Return prepared by
- CLARK SCHAEFER HACKETT & CO
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 | 990-PF 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
- 35-2389585
- 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
- 2010
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $5,280,921
- Income (IRS master file)
- $2,334,469
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $192,203 | $235,816 | $5,280,921 | IRS |
| 990-PF | December 2024 | $831,098 | $246,768 | $4,924,972 | IRS |
| 990-PF | December 2023 | $697,212 | $322,351 | $4,330,184 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 35-2389585).
Questions about GEORGE AND MARY JO BUDIG FAMILY FOUNDATION
- What is the EIN of GEORGE AND MARY JO BUDIG FAMILY FOUNDATION?
- The employer identification number (EIN) of GEORGE AND MARY JO BUDIG FAMILY FOUNDATION is 35-2389585.
- Is GEORGE AND MARY JO BUDIG FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
- Are donations to GEORGE AND MARY JO BUDIG FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does GEORGE AND MARY JO BUDIG FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of GEORGE AND MARY JO BUDIG FAMILY FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did GEORGE AND MARY JO BUDIG FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of GEORGE AND MARY JO BUDIG FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does GEORGE AND MARY JO BUDIG FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $192,203, expenses of $235,816 and total assets of $5,280,921 at year end.
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