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Nonprofit · EIN 45-1995732

JAMES AND ANGELA HAMBRICK FOUNDATION

Tax-exempt · BEACHWOOD, OH 44122

Financials

$2.8M$3.5M2023$5.7M$3.6M2024
Revenue Expenses · by fiscal year end
Financials of JAMES AND ANGELA HAMBRICK FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$5,651,174$3,628,143$2,023,031$40,046,475$0$40,046,475
December 31, 2023990-PF$2,772,163$3,521,766-$749,603$39,009,800$0$39,009,800
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$340,757
Interest
$356,257
Net gain from sales of assets
$3,971,163
Other income
$982,997

Expenses

Grants and similar amounts paid
$2,491,134
Disbursements for charitable purposes
$2,511,334
Excise tax on investment income
$63,380

Balance sheet and other

Total assets, start of year
$39,009,800
Total assets, end of year
$40,046,475
Total liabilities, end of year
$0
Net assets, end of year
$40,046,475
Fair market value of assets
$40,229,329
Qualifying distributions
$2,511,334
Net investment income
$5,666,017

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
JAMES L HAMBRICK
2000 AUBURN DRIVE STE 400, BEACHWOOD, OH 44122
PRESIDENT1$0
ANGELA A HAMBRICK
2000 AUBURN DR STE 400, BEACHWOOD, OH 44122
VICE PRESIDE1$0
DOUGLAS J SMORAG
2000 AUBURN DR STE 400, BEACHWOOD, OH 44122
TREASURER1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
JAMES L HAMBRICK
2000 AUBURN DRIVE STE 400, BEACHWOOD, OH 44122
PRESIDENT0$0
ANGELA A HAMBRICK
2000 AUBURN DR STE 400, BEACHWOOD, OH 44122
VICE PRESIDE0$0
DOUGLAS J SMORAG
2000 AUBURN DR STE 400, BEACHWOOD, OH 44122
TREASURER0$0

Address and contacts

Address (IRS master file)
2000 AUBURN DR STE 400, BEACHWOOD, OH 44122-4327
In care of
% JOHN BATT
Signed the 990-PF
JAMES L HAMBRICK, PRESIDENT
Phone
(216) 831-4105
Return prepared by
CM WEALTH ADVISORS

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
45-1995732
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
2012
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$40,046,475
Income (IRS master file)
$6,247,890

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$5,651,174$3,628,143$40,046,475IRS
990-TDecember 2024–––IRS
990-PFDecember 2023$2,772,163$3,521,766$39,009,800XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 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 45-1995732).

Questions about JAMES AND ANGELA HAMBRICK FOUNDATION

What is the EIN of JAMES AND ANGELA HAMBRICK FOUNDATION?
The employer identification number (EIN) of JAMES AND ANGELA HAMBRICK FOUNDATION is 45-1995732.
Is JAMES AND ANGELA HAMBRICK FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
Are donations to JAMES AND ANGELA HAMBRICK FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JAMES AND ANGELA HAMBRICK FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of JAMES AND ANGELA HAMBRICK 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 JAMES AND ANGELA HAMBRICK 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 JAMES AND ANGELA HAMBRICK FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
How much revenue does JAMES AND ANGELA HAMBRICK FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $5,651,174, expenses of $3,628,143 and total assets of $40,046,475 at year end.

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