Nonprofit · EIN 56-2290010
JOHN E MORGAN FOUNDATION INC
Tax-exempt · TAMAQUA, PA 18252
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $6,571,834 | $5,556,996 | $1,014,838 | $58,957,910 | $0 | $58,957,910 |
| December 31, 2023 | 990-PF | $4,605,851 | $4,233,265 | $372,586 | $57,942,516 | $0 | $57,942,516 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $1,895,303
- Net gain from sales of assets
- $4,676,531
Expenses
- Grants and similar amounts paid
- $4,974,887
- Compensation of officers, directors and key employees
- $134,748
- Salaries, compensation and benefits (total)
- $2,636
- Disbursements for charitable purposes
- $5,261,309
- Excise tax on investment income
- $88,825
Balance sheet and other
- Total assets, start of year
- $57,942,516
- Total assets, end of year
- $58,957,910
- Total liabilities, end of year
- $0
- Net assets, end of year
- $58,957,910
- Fair market value of assets
- $102,137,349
- Qualifying distributions
- $5,261,309
- Net investment income
- $6,571,834
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES ZIGMANT C/O BESSEMER TRUST - 1271 AVENUE OF, THE AMERICAS, NEW YORK, NY 10020 | TREASURER/VICE CHAIRMAN/DI | 5 | $33,687 |
| ROBERT HILLKIRK C/O BESSEMER TRUST - 1271 AVENUE OF, THE AMERICAS, NEW YORK, NY 10020 | VICE PRESIDENT/DIRECTOR | 5 | $33,687 |
| JAY WAGNERPAID TO STEVENS AND LEE C/O BESSEMER TRUST - 1271 AVENUE OF, THE AMERICAS, NEW YORK, NY 10020 | SECRETARY/DIRECTOR | 5 | $33,687 |
| JON ZIZELMANN C/O BESSEMER TRUST - 1271 AVENUE OF, THE AMERICAS, NEW YORK, NY 10020 | DIRECTOR | 5 | $33,687 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES ZIGMANT C/O BESSEMER TRUST - 1271 AVENUE OF, THE AMERICAS, NEW YORK, NY 10020 | TREASURER/VICE CHAIRMAN/DI | 5 | $32,776 |
| ROBERT HILLKIRK C/O BESSEMER TRUST - 1271 AVENUE OF, THE AMERICAS, NEW YORK, NY 10020 | VICE PRESIDENT/DIRECTOR | 5 | $32,776 |
| JAY WAGNERPAID TO STEVENS AND LEE C/O BESSEMER TRUST - 1271 AVENUE OF, THE AMERICAS, NEW YORK, NY 10020 | SECRETARY/DIRECTOR | 5 | $32,776 |
| JON ZIZELMANN C/O BESSEMER TRUST - 1271 AVENUE OF, THE AMERICAS, NEW YORK, NY 10020 | DIRECTOR | 5 | $32,776 |
Address and contacts
- Address (IRS master file)
- PO BOX 349, TAMAQUA, PA 18252-0349
- In care of
- % BESSEMER TRUST
- Signed the 990-PF
- JAMES ZIGMANT, TREASURER
- Phone
- (212) 708-9216
- Return prepared by
- BESSEMER TRUST CO NA
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 | Not 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
- 56-2290010
- 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
- 2003
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $58,957,910
- Income (IRS master file)
- $35,628,351
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $6,571,834 | $5,556,996 | $58,957,910 | XML |
| 990-PF | December 2023 | $4,605,851 | $4,233,265 | $57,942,516 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 56-2290010).
Questions about JOHN E MORGAN FOUNDATION INC
- What is the EIN of JOHN E MORGAN FOUNDATION INC?
- The employer identification number (EIN) of JOHN E MORGAN FOUNDATION INC is 56-2290010.
- Is JOHN E MORGAN FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to JOHN E MORGAN FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOHN E MORGAN FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOHN E MORGAN FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOHN E MORGAN FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of JOHN E MORGAN FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 4 received compensation from the organization, the highest $33,687 (JAMES ZIGMANT, TREASURER/VICE CHAIRMAN/DI).
- How much revenue does JOHN E MORGAN FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $6,571,834, expenses of $5,556,996 and total assets of $58,957,910 at year end.
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