Nonprofit · EIN 85-6131403
THE JOHN L AND MARGARET CLENDENIN IN FAMILY FOUNDATION
Tax-exempt · NASHVILLE, TN 37215
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | -$183,395 | $585,420 | -$768,815 | $7,967,413 | $0 | $7,967,413 |
| December 31, 2023 | 990-PF | $328,779 | $616,167 | -$287,388 | $8,736,228 | $0 | $8,736,228 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $212,417
- Interest
- $68,888
- Net gain from sales of assets
- -$465,510
- Other income
- $810
Expenses
- Grants and similar amounts paid
- $440,000
- Compensation of officers, directors and key employees
- $40,887
- Disbursements for charitable purposes
- $440,000
- Excise tax on investment income
- $1,900
Balance sheet and other
- Total assets, start of year
- $8,736,228
- Total assets, end of year
- $7,967,413
- Total liabilities, end of year
- $0
- Net assets, end of year
- $7,967,413
- Fair market value of assets
- $9,764,867
- Qualifying distributions
- $440,000
- Net investment income
- $282,115
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 |
|---|---|---|---|
| THOMAS E CLENDENIN 21 CAROLANE TRAIL, HOUSTON, TX 77024 | TRUSTEE | 0 | $0 |
| ELIZABETH CLENDENIN MORRIS 2940 POINT DRIVE, GAINESVILLE, GA 30506 | TRUSTEE | 0 | $0 |
| LINDA CLENDENIN EVANS 115 BROWNS BLUFF DRIVE, BLUFFTON, SC 29910 | TRUSTEE | 0 | $0 |
| MARY KATHRYN CLENDENIN 1610 CORNER ROAD, POWDER SPRINGS, GA 30127 | TRUSTEE | 0 | $0 |
| CUMBERLAND TRUST AND INVESTMENT COM 40 BURTON HILLS BLVD SUITE 300, NASHVILLE, GA 37215 | TRUSTEE | 100 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THOMAS E CLENDENIN 4825 W SUNSET BLVD, TAMPA, FL 33629 | TRUSTEE | 0 | $0 |
| ELIZABETH CLENDENIN MORRIS 2940 POINT DRIVE, GAINESVILLE, GA 30506 | TRUSTEE | 0 | $0 |
| LINDA CLENDENIN EVANS 115 BROWNS BLUFF DRIVE, BLUFFTON, SC 29910 | TRUSTEE | 0 | $0 |
| MARY KATHRYN CLENDENIN 1610 CORNER ROAD, POWDER SPRINGS, GA 30127 | TRUSTEE | 0 | $0 |
| CUMBERLAND TRUST AND INVESTMENT COM 40 BURTON HILLS BLVD SUITE 300, NASHVILLE, GA 37215 | TRUSTEE | 100 | $0 |
Address and contacts
- Address (IRS master file)
- CUMBERLAND TRUST 300, NASHVILLE, TN 37215-0000
- Signed the 990-PF
- GINA ST CHARLES, TRUSTEE
- Phone
- (615) 783-1446
- Return prepared by
- JONES MCKNIGHT & EDMONSON PC
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
- 85-6131403
- 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
- 2022
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $7,967,413
- Income (IRS master file)
- $5,346,565
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | -$183,395 | $585,420 | $7,967,413 | XML |
| 990-PF | December 2023 | $328,779 | $616,167 | $8,736,228 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 85-6131403).
Questions about THE JOHN L AND MARGARET CLENDENIN IN FAMILY FOUNDATION
- What is the EIN of THE JOHN L AND MARGARET CLENDENIN IN FAMILY FOUNDATION?
- The employer identification number (EIN) of THE JOHN L AND MARGARET CLENDENIN IN FAMILY FOUNDATION is 85-6131403.
- Is THE JOHN L AND MARGARET CLENDENIN IN FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to THE JOHN L AND MARGARET CLENDENIN IN FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE JOHN L AND MARGARET CLENDENIN IN FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE JOHN L AND MARGARET CLENDENIN IN FAMILY 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 THE JOHN L AND MARGARET CLENDENIN IN FAMILY 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 THE JOHN L AND MARGARET CLENDENIN IN FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
- How much revenue does THE JOHN L AND MARGARET CLENDENIN IN FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of -$183,395, expenses of $585,420 and total assets of $7,967,413 at year end.
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