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Nonprofit · EIN 34-1383117

ALBERT M COVELLI FOUNDATION

Tax-exempt · WARREN, OH 44484

Financials

$405K$465K2023$1.7M$450K2024$744K$563K2025
Revenue Expenses · by fiscal year end
Financials of ALBERT M COVELLI FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$744,077$562,919$181,158$7,873,763$0$7,873,763
December 31, 2024990-PF$1,724,831$449,699$1,275,132$7,692,605$0$7,692,605
December 31, 2023990-PF$404,566$465,416-$60,850$6,429,810$0$6,429,810
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$113,787
Interest
$61,540
Net gain from sales of assets
$568,656
Other income
$94

Expenses

Grants and similar amounts paid
$449,750
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$449,950
Excise tax on investment income
$9,370

Balance sheet and other

Total assets, start of year
$7,692,605
Total assets, end of year
$7,873,763
Total liabilities, end of year
$0
Net assets, end of year
$7,873,763
Fair market value of assets
$9,372,875
Qualifying distributions
$449,950
Net investment income
$745,429

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
JOSEPHINE COVELLI
6713 NORTH MARINA WAY, STUART, FL 34996
TRUSTEE0$0
ANNETTE FORD
1200 VIA LUGANO, WINTER PARK, FL 32789
TRUSTEE0.5$0
SAM COVELLI
220 COUNTRY CLUB LANE NE, WARREN, OH 44484
TRUSTEE0.5$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
JOSEPHINE COVELLI
6713 NORTH MARINA WAY, STUART, FL 34996
TRUSTEE0$0
ANNETTE FORD
1200 VIA LUGANO, WINTER PARK, FL 32789
TRUSTEE0.5$0
SAM COVELLI
220 COUNTRY CLUB LANE NE, WARREN, OH 44484
TRUSTEE0.5$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
JOSEPHINE COVELLI
6713 NORTH MARINA WAY, STUART, FL 34996
TRUSTEE0$0
ANNETTE FORD
1200 VIA LUGANO, WINTER PARK, FL 32789
TRUSTEE0$0
SAM COVELLI
220 COUNTRY CLUB LANE NE, WARREN, OH 44484
TRUSTEE0$0

Address and contacts

Address (IRS master file)
3900 E MARKET ST, WARREN, OH 44484-4708
In care of
% COVELLI ENTERPRISES
Signed the 990-PF
JOSEPHINE COVELLI, TRUSTEE
Phone
(330) 856-3176
Return prepared by
SIKICH LLC

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
34-1383117
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
1984
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$7,873,763
Income (IRS master file)
$3,658,944

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$744,077$562,919$7,873,763IRS
990-PFDecember 2024$1,724,831$449,699$7,692,605XML
990-PFDecember 2023$404,566$465,416$6,429,810XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS
990-PFDecember 2017–––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 34-1383117).

Questions about ALBERT M COVELLI FOUNDATION

What is the EIN of ALBERT M COVELLI FOUNDATION?
The employer identification number (EIN) of ALBERT M COVELLI FOUNDATION is 34-1383117.
Is ALBERT M COVELLI FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
Are donations to ALBERT M COVELLI FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ALBERT M COVELLI FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of ALBERT M COVELLI 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 ALBERT M COVELLI 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 ALBERT M COVELLI FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does ALBERT M COVELLI FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $744,077, expenses of $562,919 and total assets of $7,873,763 at year end.

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