Nonprofit · EIN 31-6038702
ANDREW JERGENS FOUNDATION
Tax-exempt · CINCINNATI, OH 45202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-PF | $1,366,758 | $834,806 | $531,952 | $12,980,116 | $0 | $12,980,116 |
| August 31, 2024 | 990-PF | $740,085 | $731,472 | $8,613 | $12,446,717 | $0 | $12,446,717 |
| August 31, 2023 | 990-PF | $1,071,441 | $878,418 | $193,023 | $12,443,346 | $0 | $12,443,346 |
Financial details: 990-PF for the year ended August 31, 2025
Revenue
- Dividends
- $371,088
- Net gain from sales of assets
- $995,670
Expenses
- Grants and similar amounts paid
- $717,107
- Disbursements for charitable purposes
- $766,865
- Excise tax on investment income
- $18,385
Balance sheet and other
- Total assets, start of year
- $12,446,717
- Total assets, end of year
- $12,980,116
- Total liabilities, end of year
- $0
- Net assets, end of year
- $12,980,116
- Fair market value of assets
- $15,704,290
- Qualifying distributions
- $766,865
- Net investment income
- $1,366,216
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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDREW MACAOIDH JERGENS C/O GREATER CINCINNATI FOUNDATION, CINCINNATI, OH 45202 | TRUSTEE | 1 | $0 |
| ERIC H KEARNEY C/O GREATER CINCINNATI FOUNDATION, CINCINNATI, OH 45202 | VICE PRESIDENT | 1 | $0 |
| JOYCE JENKINS KEESHIN C/O GREATER CINCINNATI FOUNDATION, CINCINNATI, OH 45202 | TREASURER | 1 | $0 |
| LINDA BUSKEN JERGENS C/O GREATER CINCINNATI FOUNDATION, CINCINNATI, OH 45202 | SECRETARY | 1 | $0 |
| MARY ANN HAYS C/O GREATER CINCINNATI FOUNDATION, CINCINNATI, OH 45202 | TRUSTEE | 1 | $0 |
| MICHAEL B HAYS C/O GREATER CINCINNATI FOUNDATION, CINCINNATI, OH 45202 | CHAIRMAN | 1 | $0 |
| PETER H DINE-JERGENS C/O GREATER CINCINNATI FOUNDATION, CINCINNATI, OH 45202 | PRESIDENT | 1 | $0 |
| CAROL BORAM-HAYS C/O GREATER CINCINNATI FOUNDATION, CINCINNATI, OH 45202 | TRUSTEE | 1 | $0 |
| MAGGIE DINE-JERGENS C/O GREATER CINCINNATI FOUNDATION, CINCINNATI, OH 45202 | TRUSTEE | 1 | $0 |
| MONICA BATTLE C/O GREATER CINCINNATI FOUNDATION, CINCINNATI, OH 45202 | TRUSTEE | 1 | $0 |
990-PF for the year ended August 31, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDREW MACAOIDH JERGENS C/O GREATER CINCINNATI FOUNDATION, CINCINNATI, OH 45202 | TRUSTEE | 1 | $0 |
| ERIC H KEARNEY C/O GREATER CINCINNATI FOUNDATION, CINCINNATI, OH 45202 | VICE PRESIDENT | 1 | $0 |
| JOYCE JENKINS KEESHIN C/O GREATER CINCINNATI FOUNDATION, CINCINNATI, OH 45202 | TREASURER | 1 | $0 |
| LINDA BUSKEN JERGENS C/O GREATER CINCINNATI FOUNDATION, CINCINNATI, OH 45202 | SECRETARY | 1 | $0 |
| MARY ANN HAYS C/O GREATER CINCINNATI FOUNDATION, CINCINNATI, OH 45202 | TRUSTEE | 1 | $0 |
| MICHAEL B HAYS C/O GREATER CINCINNATI FOUNDATION, CINCINNATI, OH 45202 | CHAIRMAN | 1 | $0 |
| PETER H DINE-JERGENS C/O GREATER CINCINNATI FOUNDATION, CINCINNATI, OH 45202 | PRESIDENT | 1 | $0 |
| CAROL BORAM-HAYS C/O GREATER CINCINNATI FOUNDATION, CINCINNATI, OH 45202 | TRUSTEE | 1 | $0 |
| MAGGIE DINE-JERGENS C/O GREATER CINCINNATI FOUNDATION, CINCINNATI, OH 45202 | TRUSTEE | 1 | $0 |
| MONICA BATTLE C/O GREATER CINCINNATI FOUNDATION, CINCINNATI, OH 45202 | TRUSTEE | 1 | $0 |
990-PF for the year ended August 31, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDREW MACAOIDH JERGENS C/O GREATER CINCINNATI FOUNDATION, CINCINNATI, OH 45202 | TRUSTEE | 1 | $0 |
| ERIC H KEARNEY C/O GREATER CINCINNATI FOUNDATION, CINCINNATI, OH 45202 | VICE PRESIDENT | 1 | $0 |
| JOYCE JENKINS KEESHIN C/O GREATER CINCINNATI FOUNDATION, CINCINNATI, OH 45202 | TREASURER | 1 | $0 |
| LINDA BUSKEN JERGENS C/O GREATER CINCINNATI FOUNDATION, CINCINNATI, OH 45202 | SECRETARY | 1 | $0 |
| MARY ANN HAYS C/O GREATER CINCINNATI FOUNDATION, CINCINNATI, OH 45202 | TRUSTEE | 1 | $0 |
| MICHAEL B HAYS C/O GREATER CINCINNATI FOUNDATION, CINCINNATI, OH 45202 | CHAIRMAN | 1 | $0 |
| PETER H DINE-JERGENS C/O GREATER CINCINNATI FOUNDATION, CINCINNATI, OH 45202 | PRESIDENT | 1 | $0 |
| CAROL BORAM-HAYS C/O GREATER CINCINNATI FOUNDATION, CINCINNATI, OH 45202 | TRUSTEE | 1 | $0 |
| MAGGIE DINE-JERGENS C/O GREATER CINCINNATI FOUNDATION, CINCINNATI, OH 45202 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 720 E PETE ROSE WAY STE 120, CINCINNATI, OH 45202-3576
- In care of
- % PNC ADVISORS
- Signed the 990-PF
- PETER DINE-JERGENS, PRESIDENT
- Phone
- (412) 762-9965
- Return prepared by
- PNC BANK NA
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990-PF on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-PF on file |
IRS record
- EIN
- 31-6038702
- 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
- 1963
- Accounting year ends
- August
- Files
- Form 990-PF
- Assets (IRS master file)
- $12,980,116
- Income (IRS master file)
- $4,344,075
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | August 2025 | $1,366,758 | $834,806 | $12,980,116 | XML |
| 990-PF | August 2024 | $740,085 | $731,472 | $12,446,717 | XML |
| 990-PF | August 2023 | $1,071,441 | $878,418 | $12,443,346 | XML |
| 990-PF | August 2022 | – | – | – | IRS |
| 990-PF | August 2021 | – | – | – | IRS |
| 990-PF | August 2020 | – | – | – | IRS |
| 990-PF | August 2019 | – | – | – | 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 31-6038702).
Questions about ANDREW JERGENS FOUNDATION
- What is the EIN of ANDREW JERGENS FOUNDATION?
- The employer identification number (EIN) of ANDREW JERGENS FOUNDATION is 31-6038702.
- Is ANDREW JERGENS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1963.
- Are donations to ANDREW JERGENS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ANDREW JERGENS FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ANDREW JERGENS FOUNDATION due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ANDREW JERGENS FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended August 2025.
- Who are the officers and directors of ANDREW JERGENS FOUNDATION?
- The 990-PF for the year ended August 31, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does ANDREW JERGENS FOUNDATION have?
- On its 990-PF for the year ended August 31, 2025 it reported revenue of $1,366,758, expenses of $834,806 and total assets of $12,980,116 at year end.
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