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Nonprofit · EIN 20-0749868

JUNIPER TREE FOUNDATION

Tax-exempt · CINCINNATI, OH 45222

Financials

$425K$329K2023$424K$419K2024
Revenue Expenses · by fiscal year end
Financials of JUNIPER TREE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$423,611$419,127$4,484$2,206,411$0$2,206,411
December 31, 2023990-PF$425,007$329,181$95,826$2,201,927$0$2,201,927
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$320,000
Dividends
$102,035
Interest
$1,576

Expenses

Grants and similar amounts paid
$415,141
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$415,341
Excise tax on investment income
$1,413

Balance sheet and other

Total assets, start of year
$2,201,927
Total assets, end of year
$2,206,411
Total liabilities, end of year
$0
Net assets, end of year
$2,206,411
Fair market value of assets
$2,206,411
Qualifying distributions
$415,341
Net investment income
$103,611

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
JOHN P MORELOCK JR
9233 SEWARD RD, FAIRFIELD, OH 45014
CHARIMAN OF THE BOARD0$0
JOHN P MORELOCK JR
9233 SEWARD RD, FAIRFIELD, OH 45014
PRESIDENT0$0
AUSTIN MORELOCK
9233 SEWARD RD, FAIRFIELD, OH 45014
VICE PRESIDENT0$0
JOHN P MORELOCK III
9233 SEWARD RD, FAIRFIELD, OH 45014
VICE PRESIDENT0$0
APRIL BERGER
9233 SEWARD RD, FAIRFIELD, OH 45014
SECRETARY0$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
JOHN P MORELOCK JR
9233 SEWARD RD, FAIRFIELD, OH 45014
TRUSTEE DIRECTOR0$0
JOHN P MORELOCK III
9233 SEWARD RD, FAIRFIELD, OH 45014
DIRECTOR0$0
JEFFREY C PAAS
8832 READING RD, CINCINNATI, OH 45222
DIRECTOR0$0

Address and contacts

Address (IRS master file)
PO BOX 37429, CINCINNATI, OH 45222-0429
In care of
% JOHN P MORELOCK
Signed the 990-PF
JOHN P MORELOCK JR, TRUSTEE/DIRECTOR
Phone
(513) 761-2860
Return prepared by
JUSTICE ROY & CASE INC

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
20-0749868
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
Assets (IRS master file)
$2,206,411
Income (IRS master file)
$423,611

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$423,611$419,127$2,206,411XML
990-PFDecember 2023$425,007$329,181$2,201,927XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––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 20-0749868).

Questions about JUNIPER TREE FOUNDATION

What is the EIN of JUNIPER TREE FOUNDATION?
The employer identification number (EIN) of JUNIPER TREE FOUNDATION is 20-0749868.
Is JUNIPER TREE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
Are donations to JUNIPER TREE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JUNIPER TREE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of JUNIPER TREE 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 JUNIPER TREE 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 JUNIPER TREE FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
How much revenue does JUNIPER TREE FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $423,611, expenses of $419,127 and total assets of $2,206,411 at year end.

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