Nonprofit · EIN 34-1296531
GEORGINE E BATES MEMORIAL FUND INC
Tax-exempt · NEWARK, OH 43058
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $145,105 | $101,908 | $43,197 | $1,859,077 | $0 | $1,859,077 |
| December 31, 2024 | 990-PF | $296,626 | $103,627 | $192,999 | $1,816,914 | $0 | $1,816,914 |
| December 31, 2023 | 990-PF | $63,180 | $91,104 | -$27,924 | $1,623,915 | $0 | $1,623,915 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $51,790
- Net gain from sales of assets
- $93,315
Expenses
- Grants and similar amounts paid
- $78,813
- Compensation of officers, directors and key employees
- $17,676
- Disbursements for charitable purposes
- $88,134
- Excise tax on investment income
- $1,832
Balance sheet and other
- Total assets, start of year
- $1,816,912
- Total assets, end of year
- $1,859,077
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,859,077
- Fair market value of assets
- $2,191,375
- Qualifying distributions
- $88,134
- Net investment income
- $145,105
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 |
|---|---|---|---|
| PARK NATIONAL BANK 40 SOUTH LIMESTONE STREET, SPRINGFIELD, OH 45502 | TRUSTEE | 1 | $17,676 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| James R Wilson James R Wilson Wilso PO Box 38174, Urbana, OH 43078 | Treasurer | 0 | $3,000 |
| Judy A Markin PO Box 38174, Urbana, OH 43078 | Secretary | 0 | $3,000 |
| Tim Bunnell PO Box 38174, Urbana, OH 43078 | President | 0 | $3,000 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES R WILSON PO BOX 38174, URBANA, OH 43078 | TREASURER | 0 | $3,000 |
| JUDY A MARKIN PO BOX 38174, URBANA, OH 43078 | SECRETARY | 0 | $3,000 |
| TIM BUNNELL PO BOX 38174, URBANA, OH 43078 | PRESIDENT | 0 | $3,000 |
Address and contacts
- Address (IRS master file)
- PO BOX 3500, NEWARK, OH 43058-3500
- Signed the 990-PF
- DAWN DICE, Trust Officer
- Return prepared by
- ERNST & YOUNG US 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 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
- 34-1296531
- 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
- 1980
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,859,077
- Income (IRS master file)
- $1,287,331
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $145,105 | $101,908 | $1,859,077 | IRS |
| 990-PF | December 2024 | $296,626 | $103,627 | $1,816,914 | XML |
| 990-PF | December 2023 | $63,180 | $91,104 | $1,623,915 | 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 34-1296531).
Questions about GEORGINE E BATES MEMORIAL FUND INC
- What is the EIN of GEORGINE E BATES MEMORIAL FUND INC?
- The employer identification number (EIN) of GEORGINE E BATES MEMORIAL FUND INC is 34-1296531.
- Is GEORGINE E BATES MEMORIAL FUND INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1980.
- Are donations to GEORGINE E BATES MEMORIAL FUND INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does GEORGINE E BATES MEMORIAL FUND INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of GEORGINE E BATES MEMORIAL FUND INC 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 GEORGINE E BATES MEMORIAL FUND INC 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 GEORGINE E BATES MEMORIAL FUND INC?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $17,676 (PARK NATIONAL BANK, TRUSTEE).
- How much revenue does GEORGINE E BATES MEMORIAL FUND INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $145,105, expenses of $101,908 and total assets of $1,859,077 at year end.
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