Nonprofit · EIN 45-1429722
J DONALD KINCAID AND JULIANNE KINCAID EDUCATIONAL TRUST
Tax-exempt · NEWARK, OH 43058
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990-PF | $479,430 | $756,691 | -$277,261 | $6,464,936 | $0 | $6,464,936 |
| June 30, 2025 | 990-PF | $1,355,043 | $677,261 | $677,782 | $6,734,574 | $0 | $6,734,574 |
| June 30, 2024 | 990-PF | $489,886 | $747,669 | -$257,783 | $6,055,677 | $0 | $6,055,677 |
| June 30, 2023 | 990-PF | $445,543 | $714,631 | -$269,088 | $6,314,265 | $0 | $6,314,265 |
Financial details: 990-PF for the year ended June 30, 2026
Revenue
- Dividends
- $334,682
- Net gain from sales of assets
- $144,748
Expenses
- Grants and similar amounts paid
- $585,435
- Compensation of officers, directors and key employees
- $91,056
- Disbursements for charitable purposes
- $655,459
- Excise tax on investment income
- $6,017
Balance sheet and other
- Total assets, start of year
- $6,734,574
- Total assets, end of year
- $6,464,936
- Total liabilities, end of year
- $0
- Net assets, end of year
- $6,464,936
- Fair market value of assets
- $13,409,229
- Qualifying distributions
- $655,459
- Net investment income
- $479,430
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 June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PARK NATIONAL BANK 14 SOUTH FIFTH STREET, ZANESVILLE, OH 43701 | TRUSTEE | 10 | $91,056 |
| SCOTT D EICKELBERGER 50 N 4TH STREET, ZANESVILLE, OH 43701 | COMMITTEE MEMBER | 1 | $0 |
| DANIELLE CROWN 10 COLLEGE AVENUE, NEW CONCORD, OH 43762 | COMMITTEE MEMBER | 1 | $0 |
| KELLY SAGAN 1040 MAIN STREET, ZANESVILLE, OH 43701 | COMITTEE MEMBER | 1 | $0 |
| CHAD GRANDSTAFF 1701 BLUE AVENUE, ZANESVILLE, OH 43701 | COMMITTEE MEMBER | 1 | $0 |
| MIKE HILLS 100 COLLEGE STREET, GRANVILLE, OH 43023 | COMMITTE MEMBER | 1 | $0 |
990-PF for the year ended June 30, 2025: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PARK NATIONAL BANK 14 SOUTH FIFTH STREET, ZANESVILLE, OH 43701 | TRUSTEE | 10 | $89,446 |
| SCOTT D EICKELBERGER 50 N 4TH STREET, ZANESVILLE, OH 43701 | COMMITTEE MEMBER | 1 | $0 |
| DANIELLE CROWN 10 COLLEGE AVENUE, NEW CONCORD, OH 43762 | COMMITTEE MEMBER | 1 | $0 |
| KELLY SAGAN 1040 MAIN STREET, ZANESVILLE, OH 43701 | COMITTEE MEMBER | 1 | $0 |
| CHAD GRANDSTAFF 1701 BLUE AVENUE, ZANESVILLE, OH 43701 | COMMITTEE MEMBER | 1 | $0 |
| MIKE HILLS 100 COLLEGE STREET, GRANVILLE, OH 43023 | COMMITTE MEMBER | 1 | $0 |
990-PF for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PARK NATIONAL BANK 14 SOUTH FIFTH STREET, ZANESVILLE, OH 43701 | TRUSTEE | 10 | $99,226 |
| SCOTT D EICKELBERGER 50 N 4TH STREET, ZANESVILLE, OH 43701 | COMMITTEE MEMBER | 1 | $0 |
| DANIELLE CROWN 10 COLLEGE AVENUE, NEW CONCORD, OH 43762 | COMMITTEE MEMBER | 1 | $0 |
| KELLY SAGAN 1040 MAIN STREET, ZANESVILLE, OH 43701 | COMITTEE MEMBER | 1 | $0 |
| CHAD GRANDSTAFF 1701 BLUE AVENUE, ZANESVILLE, OH 43701 | COMMITTEE MEMBER | 1 | $0 |
| MIKE HILLS 100 COLLEGE STREET, GRANVILLE, OH 43023 | COMMITTE MEMBER | 1 | $0 |
990-PF for the year ended June 30, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PARK NATIONAL BANK 14 SOUTH FIFTH STREET, ZANESVILLE, OH 43701 | TRUSTEE | 10 | $113,178 |
| SCOTT D EICKELBERGER 50 N 4TH STREET, ZANESVILLE, OH 43701 | COMMITTEE MEMBER | 1 | $0 |
| DANIELLE CROWN 10 COLLEGE AVENUE, NEW CONCORD, OH 43762 | COMMITTEE MEMBER | 1 | $0 |
| KELLY SAGAN 1040 MAIN STREET, ZANESVILLE, OH 43701 | COMITTEE MEMBER | 1 | $0 |
| CHAD GRANDSTAFF 1701 BLUE AVENUE, ZANESVILLE, OH 43701 | COMMITTEE MEMBER | 1 | $0 |
| MIKE HILLS 100 COLLEGE STREET, GRANVILLE, OH 43023 | COMMITTE MEMBER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 3500, NEWARK, OH 43058-3500
- In care of
- % JODY D SPENCER TRUST OFFICER
- 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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | 990-PF on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 45-1429722
- 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
- 2012
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $6,734,574
- Income (IRS master file)
- $2,010,199
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2026 | $479,430 | $756,691 | $6,464,936 | XML |
| 990-PF | June 2025 | $1,355,043 | $677,261 | $6,734,574 | XML |
| 990-PF | June 2024 | $489,886 | $747,669 | $6,055,677 | XML |
| 990-PF | June 2023 | $445,543 | $714,631 | $6,314,265 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | 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 45-1429722).
Questions about J DONALD KINCAID AND JULIANNE KINCAID EDUCATIONAL TRUST
- What is the EIN of J DONALD KINCAID AND JULIANNE KINCAID EDUCATIONAL TRUST?
- The employer identification number (EIN) of J DONALD KINCAID AND JULIANNE KINCAID EDUCATIONAL TRUST is 45-1429722.
- Is J DONALD KINCAID AND JULIANNE KINCAID EDUCATIONAL TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
- Are donations to J DONALD KINCAID AND JULIANNE KINCAID EDUCATIONAL TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does J DONALD KINCAID AND JULIANNE KINCAID EDUCATIONAL TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of J DONALD KINCAID AND JULIANNE KINCAID EDUCATIONAL TRUST due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did J DONALD KINCAID AND JULIANNE KINCAID EDUCATIONAL TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2026.
- Who are the officers and directors of J DONALD KINCAID AND JULIANNE KINCAID EDUCATIONAL TRUST?
- The 990-PF for the year ended June 30, 2026 lists 6 people; 1 received compensation from the organization, the highest $91,056 (PARK NATIONAL BANK, TRUSTEE).
- How much revenue does J DONALD KINCAID AND JULIANNE KINCAID EDUCATIONAL TRUST have?
- On its 990-PF for the year ended June 30, 2026 it reported revenue of $479,430, expenses of $756,691 and total assets of $6,464,936 at year end.
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All nonprofits in NEWARK · Ohio · Philanthropy, voluntarism and grantmaking foundations