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Nonprofit · EIN 30-6084978

JAMES M EWELL CHARITABLE FOUNDATION

Tax-exempt · COLUMBUS, OH 43216

Financials

$93K$127K2021$19K$102K2023$91K$106K2024$71K$23K2025
Revenue Expenses · by fiscal year end
Financials of JAMES M EWELL CHARITABLE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$71,267$23,495$47,772$920,017$0$920,017
December 31, 2024990-PF$90,513$105,924-$15,411$871,406$0$871,406
December 31, 2023990-PF$19,190$101,587-$82,397$875,417$0$875,417
December 31, 2021990-PF$93,270$127,164-$33,894$1,006,118$0$1,006,118
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$33,325
Net gain from sales of assets
$37,942

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$4,938
Disbursements for charitable purposes
$4,526
Excise tax on investment income
$718

Balance sheet and other

Total assets, start of year
$871,406
Total assets, end of year
$920,017
Total liabilities, end of year
$0
Net assets, end of year
$920,017
Fair market value of assets
$1,208,823
Qualifying distributions
$4,526
Net investment income
$69,654

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.

NameTitleHours / weekCompensation
FIRST STATE TRUST COMPANY
1 RIGHTER PARKWAY STE 120, WILMINGTON, DE 19803
CORP TRUSTEE2$4,938
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
BERNARD EWELL
99 AB SIBLEY ROAD, SANTA FE, NM 87508
DISBURSING TRUSTEE1$5,833
DUNCAN EWELL
605 SOUTHERN CROSS DR, COLORADO SPRINGS, CO 80906
DISBURSING TRUSTEE1$5,833
SUSAN E JANTZER
1471 S JELLISON STREET, LAKEWOOD, CO 80232
DISBURSING TRUSTEE1$5,833
DEBORAH EWELL CURRIN
32 LENNOX ROAD, HUDSON, OH 44236
DISBURSING TRUSTEE1$5,833
FIRST STATE TRUST COMPANY
1 RIGHTER PARKWAY STE 120, WILMINGTON, DE 19803
CORP TRUSTEE2$4,880
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
BERNARD EWELL
99 AB SIBLEY ROAD, SANTA FE, NM 87508
DISBURSING TRUSTEE1$5,542
JONATHAN EWELL
15850 SIESTA GROVE, COLORADO SPRINGS, CO 80908
DISBURSING TRUSTEE1$5,542
SUSAN E JANTZER
1471 JELLISON STREET, LAKEWOOD, CO 80232
DISBURSING TRUSTEE1$5,542
DEBORAH EWELL CURRIN
32 LENNOX ROAD, STUDSON, OH 44236
DISBURSING TRUSTEE1$5,542
FIRST STATE TRUST COMPANY
1 RIGHTER PKWY DELAWARE CORP CENTER, I SUITE 120, WILMINGTON, DE 19803
CORP TRUSTEE2$4,852
990-PF for the year ended December 31, 2021: 5 people
NameTitleHours / weekCompensation
BERNARD EWELL
99 AB SIBLEY ROAD, SANTA FE, NM 87508
DISBURSING TRUSTEE1$7,472
JONATHAN EWELL
15850 SIESTA GROVE, COLORADO SPRINGS, CO 80908
DISBURSING TRUSTEE1$7,472
SUSAN E JANTZER
1471 JELLISON STREET, LAKEWOOD, CO 80232
DISBURSING TRUSTEE1$7,472
DEBORAH EWELL CURRIN
32 LENNOX ROAD, STUDSON, OH 44236
DISBURSING TRUSTEE1$7,472
FIRST STATE TRUST COMPANY
1 RIGHTER PKWY DELAWARE CORP CENTER, I SUITE 120, WILMINGTON, DE 19803
CORP TRUSTEE2$5,916

Address and contacts

Address (IRS master file)
PO BOX 1558, COLUMBUS, OH 43216-1558
In care of
% COMERICA BANK & TRUST NA TRUSTEE
Signed the 990-PF
HUNTINGTON NATIONAL BANK, SENIOR VP
Phone
(330) 742-7021
Return prepared by
PWC US TAX LLP

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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
30-6084978
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
2005
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$920,017
Income (IRS master file)
$277,638

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$71,267$23,495$920,017IRS
990-PFDecember 2024$90,513$105,924$871,406IRS
990-PFDecember 2023$19,190$101,587$875,417XML
990-PFDecember 2022–––IRS
990-PFDecember 2021$93,270$127,164$1,006,118XML
990-PFDecember 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 30-6084978).

Questions about JAMES M EWELL CHARITABLE FOUNDATION

What is the EIN of JAMES M EWELL CHARITABLE FOUNDATION?
The employer identification number (EIN) of JAMES M EWELL CHARITABLE FOUNDATION is 30-6084978.
Is JAMES M EWELL CHARITABLE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
Are donations to JAMES M EWELL CHARITABLE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JAMES M EWELL CHARITABLE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of JAMES M EWELL CHARITABLE 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 JAMES M EWELL CHARITABLE 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 JAMES M EWELL CHARITABLE FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $4,938 (FIRST STATE TRUST COMPANY, CORP TRUSTEE).
How much revenue does JAMES M EWELL CHARITABLE FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $71,267, expenses of $23,495 and total assets of $920,017 at year end.

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