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Nonprofit · EIN 35-6014491

EARLHAM FOUNDATION

Tax-exempt · RICHMOND, IN 47374

Financials

$5.7M$25.1M2023$21M$28.1M2024
Revenue Expenses · by fiscal year end
Financials of EARLHAM FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$20,988,253$28,107,383-$7,119,130$427,414,670$152,246,745$275,167,925
June 30, 2024990$5,650,530$25,079,573-$19,429,043$414,847,008$158,601,586$256,245,422
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$4,114,577
Program service revenue
$0
Investment income
$16,873,676
Net gain from sales of assets
$12,171,413
Other revenue
$0

Expenses

Grants and similar amounts paid
$27,327,898
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$28,107,383

Balance sheet and other

Total assets, start of year
$414,847,008
Total assets, end of year
$427,414,670
Total liabilities, end of year
$152,246,745
Net assets, end of year
$275,167,925
Publicly traded securities
$118,804,054
Net assets with donor restrictions
$275,167,925
Gross unrelated business income
$1,906,282
Gross receipts
$84,439,437
Employees
0
Volunteers
8
Year formed
1931
State of legal domicile
IN

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 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
Carrie D ErvinSecretary/Treasurer
Trustee or director, Officer
5$0$153,480$53,530
Stacy L DavidsonFormer Treasurer/Secretary
Former
0$0$182,649$16,366
Michael DeibelAssistant Secretary (beg Oct 2024)
Officer
5$0$137,011$15,081
Lianne WarnerAssociate Controller/Assist. Secretary (until Oct 2024), Controller/Assist. Treasurer
Officer
18$0$87,187$45,916
Larry MartinVice President
Trustee or director, Officer
5$0$0$0
Tania DengPresident
Trustee or director, Officer
5$0$0$0
Alan ScantlandDirector
Trustee or director
2$0$0$0
Chase SlaughterDirector (beg Jan 2025)
Trustee or director
2$0$0$0
Fred MillsDirector
Trustee or director
2$0$0$0
Jim DonahueDirector (until Dec 2024)
Trustee or director
2$0$0$0
Kirk WrightDirector (beg Jan 2025)
Trustee or director
2$0$0$0
Marion ShoreDirector (until Dec 2024)
Trustee or director
2$0$0$0
Mark NewlinDirector
Trustee or director
2$0$0$0
Melissa MoyeDirector (beg Jan 2025)
Trustee or director
2$0$0$0
Tom JohnsonDirector (until Dec 2024)
Trustee or director
2$0$0$0
990 for the year ended June 30, 2024: 14 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
Stacy L DavidsonTreasurer/Secretary (until June 2024)
Trustee or director, Officer
2$0$223,888$30,993
Carrie D ErvinAssistant Treasurer, Secretary/Treasurer (beg June 2024)
Trustee or director, Officer
5$0$132,631$48,966
Lianne WarnerAssociate Controller/Assistant Secretary
Officer
18$0$75,628$43,101
Joe HedrickPresident (until Dec 2023)
Trustee or director, Officer
5$0$0$0
Larry MartinDirector, Vice President (beg Jan 2024)
Trustee or director, Officer
5$0$0$0
Randal SadlerVice President (until Nov 2023)
Trustee or director, Officer
5$0$0$0
Tania DengPresident (beg Jan 2024)
Trustee or director, Officer
5$0$0$0
Alan ScantlandDirector (beg Jan 2024)
Trustee or director
2$0$0$0
Fred MillsDirector
Trustee or director
2$0$0$0
Jim DonahueDirector
Trustee or director
2$0$0$0
John TuritzinDirector (until Nov 2023)
Trustee or director
2$0$0$0
Marion ShoreDirector
Trustee or director
2$0$0$0
Mark NewlinDirector (beg Jan 2024)
Trustee or director
2$0$0$0
Tom JohnsonDirector
Trustee or director
2$0$0$0

Address and contacts

Address (IRS master file)
801 NATIONAL RD W, RICHMOND, IN 47374-4021
In care of
% STACY LUTZ DAVIDSON
Principal officer (990 for 2024)
Tania Deng, 801 National Road West, Richmond, IN 47374
Signed the 990
CARRIE ERVIN, ASSISTANT TREASURER
Phone
(765) 983-1200
Return prepared by
CROWE LLP

Mission

Earlham Foundation receives and holds permanently restricted gifts made to Earlham College, Inc. (including the Earlham School of Religion). The Foundation invests these funds and releases quarterly distributions of earnings to Earlham College, Inc. and Earlham School of Religion to support their operations.

990 for the year ended June 30, 2025

Program accomplishments

  • Managing the investment portfolio for endowed and quasi-endowed funds for the benefit of Earlham College, Inc. and Earlham School of Religion, a program thereof.
    Expenses $28,107,383 · grants $27,327,898

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
35-6014491
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization, Type I
Donations deductible (Pub 78)
Supporting organization, 50% limit
Exempt since
2016
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B19)
Assets (IRS master file)
$427,414,670
Income (IRS master file)
$84,439,437

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$20,988,253$28,107,383$427,414,670IRS
990-TJune 2025–––IRS
990June 2024$5,650,530$25,079,573$414,847,008IRS
990-TJune 2024–––IRS
990June 2023$13,932,576$23,155,744$416,563,758IRS
990-TJune 2023–––IRS
990June 2022$45,487,920$905,664$426,700,889IRS
990-TJune 2022–––IRS
990June 2021–––IRS
990-TJune 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 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 35-6014491).

Questions about EARLHAM FOUNDATION

What is the EIN of EARLHAM FOUNDATION?
The employer identification number (EIN) of EARLHAM FOUNDATION is 35-6014491.
Is EARLHAM FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
Are donations to EARLHAM FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
Which annual return does EARLHAM FOUNDATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of EARLHAM FOUNDATION 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 EARLHAM FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of EARLHAM FOUNDATION?
The 990 for the year ended June 30, 2025 names Tania Deng.
Who are the officers and directors of EARLHAM FOUNDATION?
The 990 for the year ended June 30, 2025 lists 15 people; 0 received compensation from the organization.
How much revenue does EARLHAM FOUNDATION have?
On its 990 for the year ended June 30, 2025 it reported revenue of $20,988,253, expenses of $28,107,383 and total assets of $427,414,670 at year end.

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