Nonprofit · EIN 34-6517801
DONALD J FOSS MEMORIAL EMPLOYEES TRUST
Tax-exempt · WOOSTER, OH 44691
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2025 | 990-PF | $419,227 | $482,294 | -$63,067 | $2,160,090 | $0 | $2,160,090 |
| April 30, 2024 | 990-PF | $397,213 | $480,265 | -$83,052 | $2,223,157 | $0 | $2,223,157 |
Financial details: 990-PF for the year ended April 30, 2025
Revenue
- Contributions, gifts and grants
- $20,000
- Dividends
- $405,750
- Interest
- $5,473
- Net gain from sales of assets
- -$11,996
Expenses
- Grants and similar amounts paid
- $482,094
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $482,094
- Excise tax on investment income
- $5,716
Balance sheet and other
- Total assets, start of year
- $2,223,157
- Total assets, end of year
- $2,160,090
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,160,090
- Fair market value of assets
- $11,184,266
- Qualifying distributions
- $482,094
- Net investment income
- $411,223
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 April 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM FAGERT 604 MADISON AVENUE, WOOSTER, OH 44691 | FINANCIAL TRUSTEE | 1 | $0 |
| JON R ROSE 604 MADISON AVENUE, WOOSTER, OH 44691 | TRUSTEE | 1 | $0 |
| BENJAMIN R MAIBACH 604 MADISON AVENUE, WOOSTER, OH 44691 | TRUSTEE | 1 | $0 |
990-PF for the year ended April 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM FAGERT 604 MADISON AVENUE, WOOSTER, OH 44691 | FINANCIAL TRUSTEE | 1 | $0 |
| JON R ROSE 604 MADISON AVENUE, WOOSTER, OH 44691 | TRUSTEE | 1 | $0 |
| BENJAMIN R MAIBACH 604 MADISON AVENUE, WOOSTER, OH 44691 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 604 MADISON AVE, WOOSTER, OH 44691-4764
- Signed the 990-PF
- BILL FAGERT, FIN. TRUSTEE
- Phone
- (330) 264-4440
- Return prepared by
- CARD PALMER SIBBISON & CO
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | Not on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990-PF on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990-PF on file |
IRS record
- EIN
- 34-6517801
- 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
- 1960
- Accounting year ends
- April
- Files
- Form 990-PF
- Assets (IRS master file)
- $2,160,090
- Income (IRS master file)
- $848,223
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | April 2025 | $419,227 | $482,294 | $2,160,090 | XML |
| 990-PF | April 2024 | $397,213 | $480,265 | $2,223,157 | XML |
| 990-PF | April 2023 | – | – | – | IRS |
| 990-PF | April 2022 | – | – | – | IRS |
| 990-PF | April 2021 | – | – | – | IRS |
| 990-PF | April 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 34-6517801).
Questions about DONALD J FOSS MEMORIAL EMPLOYEES TRUST
- What is the EIN of DONALD J FOSS MEMORIAL EMPLOYEES TRUST?
- The employer identification number (EIN) of DONALD J FOSS MEMORIAL EMPLOYEES TRUST is 34-6517801.
- Is DONALD J FOSS MEMORIAL EMPLOYEES TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1960.
- Are donations to DONALD J FOSS MEMORIAL EMPLOYEES TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DONALD J FOSS MEMORIAL EMPLOYEES TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DONALD J FOSS MEMORIAL EMPLOYEES TRUST due?
- The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DONALD J FOSS MEMORIAL EMPLOYEES TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended April 2025.
- Who are the officers and directors of DONALD J FOSS MEMORIAL EMPLOYEES TRUST?
- The 990-PF for the year ended April 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does DONALD J FOSS MEMORIAL EMPLOYEES TRUST have?
- On its 990-PF for the year ended April 30, 2025 it reported revenue of $419,227, expenses of $482,294 and total assets of $2,160,090 at year end.
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