Nonprofit · EIN 20-2077682
BOWLES RICE FOUNDATION
Tax-exempt · CHARLESTON, WV 25325
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $274,466 | $126,555 | $147,911 | $2,047,585 | $63,617 | $1,983,968 |
| December 31, 2024 | 990-PF | $177,077 | $114,023 | $63,054 | $1,836,057 | $0 | $1,836,057 |
| December 31, 2023 | 990-PF | $262,123 | $113,701 | $148,422 | $1,773,003 | $0 | $1,773,003 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $50,100
- Dividends
- $59,483
- Net gain from sales of assets
- $164,567
- Other income
- $316
Expenses
- Grants and similar amounts paid
- $100,170
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $101,763
- Excise tax on investment income
- $2,795
Balance sheet and other
- Total assets, start of year
- $1,836,057
- Total assets, end of year
- $2,047,585
- Total liabilities, end of year
- $63,617
- Net assets, end of year
- $1,983,968
- Fair market value of assets
- $2,375,043
- Qualifying distributions
- $101,763
- Net investment income
- $224,366
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 |
|---|---|---|---|
| MARC MONTELEONE 600 QUARRIER STREET, CHARLESTON, WV 25301 | PRESIDENT | 0.5 | $0 |
| THOMAS HEYWOOD 600 QUARRIER STREET, CHARLESTON, WV 25301 | VICE PRESIDENT | 0.5 | $0 |
| BEN THOMAS 600 QUARRIER STREET, CHARLESTON, WV 25301 | MEMBER | 0.5 | $0 |
| JENNIFER HAGEDORN 600 QUARRIER STREET, CHARLESTON, WV 25301 | MEMBER | 0.5 | $0 |
| STUART MCMILLAN 600 QUARRIER STREET, CHARLESTON, WV 25301 | MEMBER | 0.5 | $0 |
| DAVID DEJARNETT 600 QUARRIER STREET, CHARLESTON, WV 25301 | MEMBER | 0.5 | $0 |
| DIANA JACOBS 600 QUARRIER STREET, CHARLESTON, WV 25301 | MEMBER | 0.5 | $0 |
| SETH WILSON 600 QUARRIER STREET, CHARLESTON, WV 25301 | MEMBER | 0.5 | $0 |
990-PF for the year ended December 31, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARC MONTELEONE 600 QUARRIER STREET, CHARLESTON, WV 25301 | PRESIDENT | 0.5 | $0 |
| THOMAS HEYWOOD 600 QUARRIER STREET, CHARLESTON, WV 25301 | VICE PRESIDENT | 0.5 | $0 |
| JENNIFER HAGEDORN 600 QUARRIER STREET, CHARLESTON, WV 25301 | MEMBER | 0.5 | $0 |
| COREY PALUMBO 600 QUARRIER STREET, CHARLESTON, WV 25301 | MEMBER | 0.5 | $0 |
| MARK ADKINS 600 QUARRIER STREET, CHARLESTON, WV 25301 | MEMBER | 0.5 | $0 |
| DAVID DEJARNETT 600 QUARRIER STREET, CHARLESTON, WV 25301 | MEMBER | 0.5 | $0 |
| DIANA JACOBS 600 QUARRIER STREET, CHARLESTON, WV 25301 | MEMBER | 0.5 | $0 |
| SETH WILSON 600 QUARRIER STREET, CHARLESTON, WV 25301 | MEMBER | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARC MONTELEONE 600 QUARRIER STREET, CHARLESTON, WV 25301 | PRESIDENT | 0.5 | $0 |
| THOMAS HEYWOOD 600 QUARRIER STREET, CHARLESTON, WV 25301 | VICE PRESIDENT | 0.5 | $0 |
| EMILY LAMBRIGHT 600 QUARRIER STREET, CHARLESTON, WV 25301 | SECRETARY | 0.5 | $0 |
| ELLEN MAXWELL-HOFFMAN 600 QUARRIER STREET, CHARLESTON, WV 25301 | MEMBER | 0.5 | $0 |
| JENNIFER HAGEDORN 600 QUARRIER STREET, CHARLESTON, WV 25301 | MEMBER | 0.5 | $0 |
| COREY PALUMBO 600 QUARRIER STREET, CHARLESTON, WV 25301 | MEMBER | 0.5 | $0 |
| MARK ADKINS 600 QUARRIER STREET, CHARLESTON, WV 25301 | MEMBER | 0.5 | $0 |
| DAVID DEJARNETT 600 QUARRIER STREET, CHARLESTON, WV 25301 | MEMBER | 0.5 | $0 |
| TAYLOR FRANKOVITCH 600 QUARRIER STREET, CHARLESTON, WV 25301 | MEMBER | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1386, CHARLESTON, WV 25325-1386
- In care of
- % MARC A MONTELEONE
- Signed the 990-PF
- MARC MONTELEONE, PRESIDENT
- Phone
- (304) 347-1100
- Return prepared by
- SUTTLE & STALNAKER PLLC
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
- 20-2077682
- 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
- 2006
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $2,047,585
- Income (IRS master file)
- $1,305,909
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $274,466 | $126,555 | $2,047,585 | IRS |
| 990-PF | December 2024 | $177,077 | $114,023 | $1,836,057 | IRS |
| 990-PF | December 2023 | $262,123 | $113,701 | $1,773,003 | 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 20-2077682).
Questions about BOWLES RICE FOUNDATION
- What is the EIN of BOWLES RICE FOUNDATION?
- The employer identification number (EIN) of BOWLES RICE FOUNDATION is 20-2077682.
- Is BOWLES RICE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to BOWLES RICE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BOWLES RICE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BOWLES RICE 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 BOWLES RICE 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 BOWLES RICE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does BOWLES RICE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $274,466, expenses of $126,555 and total assets of $2,047,585 at year end.
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