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Nonprofit · EIN 34-6520032

S K WELLMAN FOUNDATION

Tax-exempt · INDEPENDENCE, OH 44131

Financials

$169K$363K2023$511K$375K2024$2.6M$428K2025
Revenue Expenses · by fiscal year end
Financials of S K WELLMAN FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$2,649,049$428,429$2,220,620$5,723,375$0$5,723,375
December 31, 2024990-PF$511,335$374,736$136,599$3,502,755$0$3,502,755
December 31, 2023990-PF$168,618$363,229-$194,611$3,366,017$0$3,366,017
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$1,908,328
Dividends
$191,779
Net gain from sales of assets
$548,831
Other income
$111

Expenses

Grants and similar amounts paid
$265,500
Compensation of officers, directors and key employees
$50,200
Disbursements for charitable purposes
$287,950
Excise tax on investment income
$9,173

Balance sheet and other

Total assets, start of year
$3,502,755
Total assets, end of year
$5,723,375
Total liabilities, end of year
$0
Net assets, end of year
$5,723,375
Fair market value of assets
$6,968,493
Qualifying distributions
$287,950
Net investment income
$740,721

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
LAURENCE A BARTELL
6450 ROCKSIDE WOODS BLVD S 230, INDEPENDENCE, OH 44131
TRUSTEE0.5$40,000
SUZANNE W ERIKSON
2972 FULLER MOUNTAIN RD, NORTH FERRISBURGH, VT 05473
TRUSTEE0.5$2,700
WILLIE MAE MURPHY
168 MARTIN PLACE, PEARL RIVER, NY 10965
TRUSTEE0.5$2,500
JOSHUA K PRYOR
1129 FOLSON STREET, SAN FRANCISCO, CA 94103
TRUSTEE0.5$2,500
MCCLURE ERIKSON
PO BOX 66, NORTH FERRISBURGH, VT 05473
TRUSTEE0.5$2,500
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
LAURENCE A BARTELL
6450 ROCKSIDE WOODS BLVD S 230, INDEPENDENCE, OH 44131
TRUSTEE0.5$36,667
SUZANNE W ERIKSON
2972 FULLER MOUNTAIN RD, NORTH FERRISBURGH, VT 05473
TRUSTEE0.5$2,650
WILLIE MAE MURPHY
168 MARTIN PLACE, PEARL RIVER, NY 10965
TRUSTEE0.5$2,500
JOSHUA K PRYOR
1129 FOLSON STREET, SAN FRANCISCO, CA 94103
TRUSTEE0.5$2,500
MCCLURE ERIKSON
PO BOX 66, NORTH FERRISBURGH, VT 05473
TRUSTEE0.5$2,500
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
LAURENCE A BARTELL
6450 ROCKSIDE WOODS BLVD S 230, INDEPENDENCE, OH 44131
TRUSTEE0.5$36,000
EMILY ZEIDERS
463 OVERLOOK ROAD, GATES MILLS, OH 44094
TRUSTEE0.5$2,500
JOSHUA K PRYOR
1129 FOLSON STREET, SAN FRANCISCO, CA 94103
TRUSTEE0.5$2,500
SUZANNE W ERIKSON
2972 FULLER MOUNTAIN RD, NORTH FERRISBURGH, VT 05473
TRUSTEE0.5$2,500

Address and contacts

Address (IRS master file)
6450 ROCKSIDE WOODS BLVD S STE 230, INDEPENDENCE, OH 44131-2237
In care of
% LAURENCE BARTELL
Signed the 990-PF
LAURENCE A BARTELL, TRUSTEE
Phone
(216) 621-1180
Return prepared by
WINBRIDGE SBF LTD

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
34-6520032
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
1954
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$5,723,375
Income (IRS master file)
$4,877,616

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$2,649,049$428,429$5,723,375IRS
990-PFDecember 2024$511,335$374,736$3,502,755IRS
990-PFDecember 2023$168,618$363,229$3,366,017XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 34-6520032).

Questions about S K WELLMAN FOUNDATION

What is the EIN of S K WELLMAN FOUNDATION?
The employer identification number (EIN) of S K WELLMAN FOUNDATION is 34-6520032.
Is S K WELLMAN FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1954.
Are donations to S K WELLMAN FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does S K WELLMAN FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of S K WELLMAN 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 S K WELLMAN 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 S K WELLMAN FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 5 people; 5 received compensation from the organization, the highest $40,000 (LAURENCE A BARTELL, TRUSTEE).
How much revenue does S K WELLMAN FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,649,049, expenses of $428,429 and total assets of $5,723,375 at year end.

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