Jane And Jon Outcalt Foundation

Novelty, OH
Tax-exempt since Feb. 1987
EIN: 31-1194069

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$6.13M (2024)

Expenses

$2.19M (2024)

Total Assets

$68M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$6,134,871

Expenses

$2,190,849

Net Income

$3,944,022

Net Assets

$68,035,318

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,444,816	39.9%
Interest Revenue	$0
Dividends	$1,447,290	23.6%
Sales of Assets	$1,891,850	30.8%
Other Income	$350,915	5.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,083,750	95.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$68,035,318
Total Liabilities	$0
Net Assets	$68,035,318

Compensation

Key Employees and Officers	Compensation	Other
Jane Q Outcalt (Secretary)	$0	$0
Jon H Outcalt (President)	$0	$0
Jon H Outcalt Jr (Vice President)	$0	$0
David B Outcalt (Asst Treasurer)	$0	$0
Kenneth W Outcalt (Treasurer)	$0	$0

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990-PF

Filed on April 28, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$4,820,940

Expenses

$2,061,959

Net Income

$2,758,981

Net Assets

$48,959,117

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,608,800	54.1%
Interest Revenue	$0
Dividends	$1,073,327	22.3%
Sales of Assets	$842,494	17.5%
Other Income	$296,319	6.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,938,700	94.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$48,959,117
Total Liabilities	$0
Net Assets	$48,959,117

Compensation

Key Employees and Officers	Compensation	Other
Jane Q Outcalt (Secretary)	$0	$0
Jon H Outcalt (President)	$0	$0
Jon H Outcalt Jr (Vice President)	$0	$0
David B Outcalt (Asst Treasurer)	$0	$0
Kenneth W Outcalt (Treasurer)	$0	$0

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990-PF

Filed on May 8, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2022

Revenue

$3,660,825

Expenses

$1,846,464

Net Income

$1,814,361

Net Assets

$37,808,913

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,356,400	37.1%
Interest Revenue	$0
Dividends	$797,166	21.8%
Sales of Assets	$1,098,477	30.0%
Other Income	$408,782	11.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,740,200	94.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$37,808,913
Total Liabilities	$0
Net Assets	$37,808,913

Compensation

Key Employees and Officers	Compensation	Other
Jane Q Outcalt (Secretary)	$0	$0
Jon H Outcalt (President)	$0	$0
Jon H Outcalt Jr (Vice President)	$0	$0
David B Outcalt (Asst Treasurer)	$0	$0
Kenneth W Outcalt (Treasurer)	$0	$0

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990-PF

Filed on May 11, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2021

Revenue

$2,889,875

Expenses

$1,479,937

Net Income

$1,409,938

Net Assets

$43,419,255

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,433,800	49.6%
Interest Revenue	$0
Dividends	$1,092,028	37.8%
Sales of Assets	$14,436	0.5%
Other Income	$349,611	12.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,395,425	94.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$43,419,255
Total Liabilities	$0
Net Assets	$43,419,255

Compensation

Key Employees and Officers	Compensation	Other
Jane Q Outcalt (Secretary)	$0	$0
Jon H Outcalt (President)	$0	$0
Jon H Outcalt Jr (Vice President)	$0	$0
David B Outcalt (Asst Treasurer)	$0	$0
Kenneth W Outcalt (Treasurer)	$0	$0

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990-PF

Filed on May 11, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2020

Revenue

$2,965,987

Expenses

$925,058

Net Income

$2,040,929

Net Assets

$32,911,807

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,550,960	52.3%
Interest Revenue	$0
Dividends	$924,788	31.2%
Sales of Assets	$285,892	9.6%
Other Income	$204,347	6.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$872,025	94.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$32,911,808
Total Liabilities	$1
Net Assets	$32,911,807

Compensation

Key Employees and Officers	Compensation	Other
Jane Q Outcalt (Secretary)	$0	$0
Jon H Outcalt (President)	$0	$0
Jon H Outcalt Jr (Vice President)	$0	$0
David B Outcalt (Asst Treasurer)	$0	$0
Kenneth W Outcalt (Treasurer)	$0	$0

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990-PF

Filed on May 6, 2021

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2019

Revenue

$3,090,470

Expenses

$1,167,160

Net Income

$1,923,310

Net Assets

$29,347,123

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,819,712	58.9%
Interest Revenue	$0
Dividends	$1,482,082	48.0%
Sales of Assets	$0
Other Income	$178,945	5.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,091,550	93.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$29,347,124
Total Liabilities	$1
Net Assets	$29,347,123

Compensation

Key Employees and Officers	Compensation	Other
Jane Q Outcalt (Secretary)	$0	$0
Jon H Outcalt (President)	$0	$0
Jon H Outcalt Jr (Vice President)	$0	$0
David B Outcalt (Asst Treasurer)	$0	$0
Kenneth W Outcalt (Treasurer)	$0	$0

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990-PF

Filed on May 12, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2018

Revenue

$3,817,289

Expenses

$1,120,175

Net Income

$2,697,114

Net Assets

$23,285,019

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,087,080	54.7%
Interest Revenue	$0
Dividends	$1,337,260	35.0%
Sales of Assets	$85,796	2.2%
Other Income	$307,153	8.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,011,250	90.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$23,285,019
Total Liabilities	$0
Net Assets	$23,285,019

Compensation

Key Employees and Officers	Compensation	Other
Jane Q Outcalt (President)	$0	$0
Jon H Outcalt (Vice President)	$0	$0
Jon H Outcalt Jr (Treasurer)	$0	$0
David B Outcalt (Secretary)	$0	$0
Kenneth W Outcalt (Asst. Treasurer)	$0	$0

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990-PF

Filed on May 9, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2017

Revenue

$4,029,765

Expenses

$1,083,608

Net Income

$2,946,157

Net Assets

$24,080,244

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,719,020	42.7%
Interest Revenue	$0
Dividends	$1,145,859	28.4%
Sales of Assets	$1,011,471	25.1%
Other Income	$153,415	3.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,021,200	94.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$24,080,244
Total Liabilities	$0
Net Assets	$24,080,244

Compensation

Key Employees and Officers	Compensation	Other
Jane Q Outcalt (Vice President)	$0	$0
Jon H Outcalt (Treasurer)	$0	$0
Jon H Outcalt Jr (Asst Treasurer)	$0	$0
David B Outcalt (President)	$0	$0
Kenneth W Outcalt (Secretary)	$0	$0

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990-PF

Filed on May 14, 2018

Primary tax return for a private foundation's activities, finances, and governance

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2016

Revenue

$2,137,804

Expenses

$952,112

Net Income

$1,185,692

Net Assets

$20,713,629

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$887,500	41.5%
Interest Revenue	$0
Dividends	$1,014,881	47.5%
Sales of Assets	$80,410	3.8%
Other Income	$155,013	7.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$905,726	95.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$20,713,629
Total Liabilities	$0
Net Assets	$20,713,629

Compensation

Key Employees and Officers	Compensation	Other
Jane Q Outcalt (Treasurer)	$0	$0
Jon H Outcalt (Asst Treasurer)	$0	$0
Jon H Outcalt Jr (Secretary)	$0	$0
David B Outcalt (Vice President)	$0	$0
Kenneth W Outcalt (President)	$0	$0

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990-PF

Filed on May 4, 2017

Primary tax return for a private foundation's activities, finances, and governance

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2015

Revenue

$3,248,378

Expenses

$1,070,767

Net Income

$2,177,611

Net Assets

$18,480,941

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,244,800	38.3%
Interest Revenue	$0
Dividends	$1,082,007	33.3%
Sales of Assets	$835,332	25.7%
Other Income	$86,239	2.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$970,736	90.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$18,480,941
Total Liabilities	$0
Net Assets	$18,480,941

Compensation

Key Employees and Officers	Compensation	Other
Jane Q Outcalt (Vice President)	$0	$0
Jon H Outcalt (Treasurer)	$0	$0
Jon H Outcalt Jr (Asst Treasurer)	$0	$0
David B Outcalt (President)	$0	$0
Kenneth W Outcalt (Secretary)	$0	$0

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990-PF

Filed on May 9, 2016

Primary tax return for a private foundation's activities, finances, and governance

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2014

Revenue

$3,468,253

Expenses

$1,058,496

Net Income

$2,409,757

Net Assets

$20,664,585

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$400,000	11.5%
Interest Revenue	$0
Dividends	$1,081,538	31.2%
Sales of Assets	$1,811,667	52.2%
Other Income	$175,048	5.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,037,887	98.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$20,664,585
Total Liabilities	$0
Net Assets	$20,664,585

Compensation

Key Employees and Officers	Compensation	Other
Jane Q Outcalt (Treasurer)	$0	$0
Jon H Outcalt (Asst Treasurer)	$0	$0
Jon H Outcalt Jr (Secretary)	$0	$0
David B Outcalt (Vice President)	$0	$0
Kenneth W Outcalt (President)	$0	$0

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990-PF

Filed on May 11, 2015

Primary tax return for a private foundation's activities, finances, and governance

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2013

Revenue

$747,656

Expenses

$473,247

Net Income

$274,409

Net Assets

$18,514,724

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$300,000	40.1%
Interest Revenue	$0
Dividends	$414,599	55.5%
Sales of Assets	$58,964	7.9%
Other Income	-$25,907

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$453,213	95.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$18,514,724
Total Liabilities	$0
Net Assets	$18,514,724

Compensation

Key Employees and Officers	Compensation	Other
Jane Q Outcalt (Asst Treasurer)	$0	$0
Jon H Outcalt (Secretary)	$0	$0
Jon H Outcalt Jr (President)	$0	$0
David B Outcalt (Treasurer)	$0	$0
Kenneth W Outcalt (Vice President)	$0	$0

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990-PF

Filed on May 13, 2014

Primary tax return for a private foundation's activities, finances, and governance

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

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Fiscal Year Ending Dec.
2012

Revenue

$3,336,570

Expenses

$562,644

Net Income

$2,773,926

Net Assets

$15,075,822

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$3,164,500	94.8%
Interest Revenue	$0
Dividends	$388,468	11.6%
Sales of Assets	$0
Other Income	$21,147	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$559,895	99.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$15,075,823
Total Liabilities	$1
Net Assets	$15,075,822

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2011

Revenue

$213,279

Expenses

$556,420

Net Income

-$343,141

Net Assets

$11,572,828

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$27	0.0%
Dividends	$369,243	> 100%
Sales of Assets	$0
Other Income	-$128,930

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$540,480	97.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$11,572,829
Total Liabilities	$1
Net Assets	$11,572,828

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Jane And Jon Outcalt Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $6.13M (2024)

Expenses $2.19M (2024)

Total Assets $68M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Revenue

$6.13M (2024)

Expenses

$2.19M (2024)

Total Assets

$68M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001